Na Lucid Group a některé členy vedení byla podána hromadná žaloba kvůli údajným klamavým tvrzením o výrobě a dodávkách. Spor se týká i narušených dodávek modelu Lucid Gravity kvůli problému u dodavatele.
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. (“Lucid” or the “Company”) (NASDAQ: LCID) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-05128, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Lucid securities during the Class Period, you have until July 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Lucid is a technology company that designs, develops, manufactures, and sells electric vehicles, EV powertrains, and battery systems. The Company’s products include, inter alia, the “Lucid Air” sedan and “Lucid Gravity” sport utility vehicle.
At all relevant times, Defendants touted purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations. In particular, beginning in late-February 2026, Defendants represented that, in fiscal year (“FY”) 2025, they had implemented sustainable improvements in these areas, including with respect to the production and ramp-up of deliveries of the Lucid Gravity. Defendants likewise asserted that these improvements would lead to profitable growth and performance efficiencies in FY 2026. Unbeknownst to investors, however, Lucid’s performance was materially hampered by significant supplier and delivery issues in February 2026, putting the Company on track for dismal, rather than improved, performance in its first quarter (“Q1”) of 2026.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on April 3, 2026, when Lucid issued a press release “announc[ing its Q1 2026] production and delivery totals[.]” Lucid revealed that it had “produced 5,500 vehicles” during Q1 2026, while only “deliver[ing] 3,093 vehicles.” The press release further disclosed that, “[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats” and, “[a]s a result of this, the company’s ability to meet customer demand was impacted.”
The same day, Reuters published an article entitled “Lucid misses first-quarter vehicle delivery estimates on supplier disruptions”. The article provided additional color and comments from Defendant Marc Winterhoff (“Winterhoff”), the Company’s Interim Chief Executive Officer (“CEO”), regarding Lucid’s disappointing Q1 2026 delivery results—most notably that deliveries were particularly impacted over a month earlier in February 2026, when Lucid paused to reverse an unauthorized supplier change and inspect vehicles already produced.
The next trading day, April 6, 2026, 24/7 Wall St. published an article entitled “Lucid Faces Biggest Disaster Ever”, which described the number of vehicles that Lucid delivered in Q1 2026 as “remarkably small”, stating that Lucid “cannot sell fewer than 4,000 vehicles and even pretend this is sustainable.”
Following the foregoing news and disclosures, Lucid’s stock price fell $1.13 per share, or 11.35%, over the following two trading sessions, to close at $8.83 per share on April 7, 2026.
On April 14, 2026, Lucid filed a current report on Form 8-K with the United States Securities and Exchange Commission (“U.S.”), reporting, inter alia, its preliminary Q1 2026 financial results, including revenue in the range of $280 million to $284 million—well below the consensus estimate of $433.8 million—and losses from operations in the range of $985 million to $1.005 billion.
The same day, Lucid issued a press release revealing its plans for a $1.05 billion capital raise, including a $300 million public stock offering.
Following these disclosures, Lucid’s stock price fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.
Then, on May 5, 2026, Lucid issued a press release reporting its Q1 2026 financial results, including GAAP earnings per share of -$3.46, missing consensus estimates by $0.83, a net loss of over $1 billion, and revenue of $282.47 million, missing consensus estimates by $76.04 million. Defendant Winterhoff, as quoted in the press release, acknowledged that the previously disclosed “supplier issue . . . during the quarter had an impact,” and the need to “align[] production and delivery with customer demand.” Lucid’s Chief Financial Officer, Defendant Taoufiq Boussaid, as quoted in the same press release, likewise acknowledged that “[w]e ended the quarter with elevated inventory that we expect to convert to revenue and cash as deliveries normalize[.]”
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Applied Materials vystřelila na nové historické maximum 739 USD a od začátku roku přidává téměř 200 %. Růst táhne optimismus kolem výdajů na AI infrastrukturu a výrobu čipů.
Applied Materials (AMAT - Free Report) ) has been one of the hottest stocks in the tech sector, climbing to fresh all-time highs of $739 a share in Tuesday’s trading session, and has now rallied nearly 200% year to date.
The rally reflects growing investor confidence that the artificial intelligence (AI) infrastructure boom is still in its early innings, positioning Applied Materials as one of the biggest beneficiaries of rising chip manufacturing spending.
But after such a powerful run, investors are asking the obvious question: Is there still room for AMAT stock to move higher, or has the good news already been priced in?’
Image Source: Zacks Investment Research
Why Applied Materials Stock Is SurgingSeveral catalysts have fueled Applied Materials' recent surge.
Perhaps the biggest driver has been renewed optimism surrounding AI-related semiconductor spending. Strong earnings and bullish outlooks from memory chip giant Micron Technology (MU - Free Report) ) and chipmaker Qualcomm (QCOM - Free Report) ) have reinforced expectations that hyperscalers and semiconductor manufacturers will continue investing aggressively in AI infrastructure.
That spending ultimately flows to semiconductor equipment suppliers like Applied Materials, which provides the tools needed to manufacture advanced chips.
Analysts have become increasingly bullish on the company, with multiple Wall Street firms recently raising their price targets for AMAT after management highlighted accelerating demand for leading-edge logic, Dynamic Random Access Memory (DRAM), and advanced packaging equipment.
To that point, some analysts believe wafer fabrication equipment spending could remain elevated for years to come as AI adoption expands across various industries.
Tracking Applied Materials’ OutlookBased on Zacks estimates, Applied Materials' annual sales are expected to increase 17% this year to a new peak of $33.29 billion, up from $28.37 billion in 2025. Furthermore, fiscal 2027 sales are projected to spike another 25% to $41.74 billion.
More impressively, Applied Materials' adjusted annual earnings are expected to jump 28% this year to a new peak of $12.11 per share, up from EPS of $9.42 on roughly $7 billion in adjusted net income last year. Better still, FY27 EPS is projected to climb another 32% to $15.98.
Image Source: Zacks Investment Research
It’s also noteworthy that over the last 60 days, FY26 and FY27 EPS estimates have risen 9% (F1) and 14% (F2), respectively.
Image Source: Zacks Investment Research
Monitoring AMAT’s ValuationFollowing its sharp rally, AMAT now trades at its highest P/E valuation in the last decade at 57X forward earnings. However, this is not an overly stretched premium to its Zacks Electronics-Semiconductors Industry average of 54X.
Like most AI-related semiconductor stocks, AMAT trades at a noticeable price-to-forward sales (P/S) premium as well, at 19X compared to its industry average of 8X.
Image Source: Zacks Investment Research
Is AMAT Still a Buy?Applied Materials is benefiting from one of the strongest investment cycles the semiconductor industry has experienced in years. Rising AI infrastructure spending, improving industry fundamentals, analyst upgrades, and stronger semiconductor capital expenditure forecasts have all combined to push shares to record highs.
Although investors should expect some volatility after the recent rally, Applied Materials remains well-positioned to capitalize on the long-term AI semiconductor buildout. For investors seeking exposure to the semiconductor equipment space, the company continues to offer an attractive combination of market leadership, strong earnings momentum, and secular growth potential.
Keeping this in mind, Applied Materials stock currently sports a Zacks Rank #2 (Buy), based on the trend of positive earnings estimate revisions, which is helping to justify its elevated P/E valuation.
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zoetis securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]”
On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Robinhood ve 1. čtvrtletí 2026 zvýšil výnosy o 15 % na 1,07 miliardy USD, i když příjmy z kryptoměn klesly o 47 % na 134 milionů USD. Růst táhly opce, akcie, úrokové výnosy i předplatné Gold.
Robinhood (HOOD 1.34%), the online brokerage that popularized commission-free trading through its streamlined app, generated 20% its revenue from cryptocurrency trades in 2025. The bears often claim that Robinhood's heavy reliance on crypto trading makes it an unreliable long-term investment, given the crypto market's notorious volatility.
But in the first quarter of 2026, Robinhood's total revenue rose 15% year over year to $1.07 billion, even though its crypto trading revenue plunged 47% to $134 million and only accounted for 13% of its top line. Let's see how Robinhood offset its declining crypto revenue, and why that diversification makes it a better long-term investment.
Image source: Getty Images.
Why is Robinhood insulated from the crypto winter? In the first quarter of 2026, Robinhood's options trading revenue rose 8% to $260 million, its equities trading revenue grew 46% to $82 million, and its "other" transaction revenue (mainly consisting of events/prediction contracts) surged 320% to $147 million. That growth offset its declining crypto revenue, and its total transaction-based revenue rose 7% to $623 million.
Fears of interest rate hikes chilled the crypto market in the first quarter. However, elevated interest rates boosted its net interest revenue, which rose 24% year over year to $359 million, as it collected more interest on uninvested user cash, margin books, and securities lending.
Its subscription platform, Robinhood Gold, also expanded 36% year over year to 4.3 million subscribers in the first quarter. As a result, its subscription revenue jumped 57% to $85 million. So even though Robinhood's transaction-based revenue would surge in a new crypto summer, it has enough irons in the fire to keep it warm through the current crypto winter.
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Why is Robinhood an attractive long-term investment? From 2025 to 2028, analysts expect Robinhood's revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to both grow at CAGRs of 16%.
That growth should be driven by the expansion of the "Robinhood Chain", its own Ethereum (ETH 2.43%) Layer-2 network for the tokenization of stocks, bonds, real estate, and other assets; the expansion of its prediction markets business, its integration of more agentic AI tools into its platform, and the rollout of even more features for its Gold subscribers.
With an enterprise value of $85 billion, Robinhood's stock still looks reasonably valued at 24 times next year's adjusted EBITDA. Its expansion and evolution into a more diversified fintech platform should reduce its dependence on cryptocurrencies and drive its stock even higher.
Northrop Grumman získal od amerického námořnictva zakázku za 312,3 mil. USD na výrobu SEWIP Block 3 do srpna 2029. Systém posiluje elektronický boj proti radarům a protilodním střelám.
Key Takeaways Northrop Grumman won a $312.3M Navy contract for SEWIP Block 3 production through August 2029.NOC's SEWIP Block 3 adds advanced electronic attack to counter hostile radar and anti-ship missiles.Northrop Grumman continues investing in next-generation electronic warfare for naval defense systems. Northrop Grumman (NOC - Free Report) continues to strengthen its position in the Surface Electronic Warfare Improvement Program (SEWIP) market through its advanced electronic warfare (EW) technologies and long-standing partnership with the U.S. Navy. The company's Mission Systems business develops next-generation EW solutions that help naval forces detect, identify and counter increasingly sophisticated threats, improving survivability and mission effectiveness in contested maritime environments.
A key example is Northrop Grumman's latest contract from the U.S. Navy. In June 2026, the company secured a $312.3 million modification contract to exercise an option for the production of SEWIP Block 3 Hemisphere and Quadrant systems. Awarded by the Naval Sea Systems Command, the contract supports the continued production of advanced electronic warfare systems for U.S. Navy ships and is scheduled for completion by August 2029.
SEWIP Block 3 represents the latest evolution of the Navy's AN/SLQ-32 electronic warfare system. It provides advanced electronic attack capabilities that enable warships to detect, identify, analyze and counter hostile radar and anti-ship missile threats. By integrating offensive and defensive electronic warfare functions, the system enhances fleet survivability while allowing Navy vessels to respond more effectively to increasingly complex electromagnetic threats.
With naval forces worldwide investing heavily in electronic warfare and electromagnetic spectrum dominance, demand for advanced systems such as SEWIP is expected to remain strong. Northrop Grumman's continued investments in next-generation electronic warfare technologies, combined with its proven expertise in delivering mission-critical naval defense systems, position it well to benefit from long-term defense modernization initiatives and the growing focus on maritime electronic warfare capabilities.
Other Stocks to Keep on the WatchlistOther aerospace and defense companies expanding their electronic warfare capabilities are discussed below:
RTX Corporation (RTX - Free Report) : The company is a leading provider of advanced electronic warfare systems. Its Next Generation Jammer equips the EA-18G Growler with advanced electronic attack capabilities, enabling it to disrupt and degrade multiple enemy radar systems simultaneously.
General Dynamics (GD - Free Report) : The company offers advanced electronic warfare solutions through its defense portfolio. Its Tactical Electronic Warfare System enables military personnel to detect, identify and locate enemy signals while disrupting hostile communications and improving battlefield situational awareness.
The Zacks Rundown for NOCShares of NOC have lost 1.5% in the past year compared with the industry’s 6% growth.
Image Source: Zacks Investment Research
The company shares are trading at a discount on a relative basis, with its forward 12-month Price/Sales being 1.55X compared with its industry’s average of 2.62X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NOC’s 2026 and 2027 earnings has moved north over the past 60 days.
Akcie Ambarelly vyskočily o 28 % poté, co Rosenblatt označil společnost za jeden z nejlepších tipů pro physical AI a ponechal doporučení Buy s cílovou cenou 120 USD. Firma těží z růstu Edge AI, který tvoří asi 80 % jejího byznysu.
Shares of Ambarella Inc. AMBA surged about 28% on Tuesday.
The rally came after Rosenblatt Securities identified the edge artificial intelligence chipmaker as one of its top technology stock picks for the second half of 2026, citing its strong positioning in the fast-growing physical AI market.
The brokerage included Ambarella among a select group of eight technology companies it believes offer attractive risk-reward profiles heading into the second half of the year.
Rosenblatt maintained a Buy rating on the stock and reiterated its $120 price target, implying approximately 79% upside from Monday's closing price.
The rally adds to an already strong run for the semiconductor company, whose shares have climbed 74% over the past three months.
Rosenblatt's bullish outlook centers on Ambarella's exposure to what it describes as the rapidly expanding physical AI market, where artificial intelligence is deployed directly on devices rather than relying solely on cloud-based computing.
The brokerage expects AI adoption to continue expanding beyond data centers into real-world applications that require intelligent processing close to the source of data.
"We see AMBA as a Physical AI pure play," analyst Kevin Cassidy wrote in a report released Tuesday.
Cassidy said Ambarella's semiconductor products are well positioned to benefit from growing demand for edge AI computing across multiple industries.
Edge AI applications remain a key growth driverRosenblatt's investment thesis is based largely on increasing demand for AI vision processors capable of delivering high-performance computing with low power consumption directly at the edge.
"Applications such as surveillance, robotics, industrial automation, drones and autonomous systems require high-performance, low-power AI vision processors close to the sensor," Cassidy said, adding, "Ambarella's algorithm first AI [security operations center] architecture delivers."
The brokerage believes these markets position Ambarella to benefit as AI inference increasingly shifts from centralized cloud infrastructure to connected devices such as cameras, autonomous vehicles, robots and industrial equipment.
Recent business developments also support that outlook. Ambarella recently reported record fiscal 2026 revenue, with Edge AI products accounting for approximately 80% of its business.
The company also signed a long-term agreement with Hanwha Group covering security, robotics and industrial automation.
The agreement represents a potential revenue opportunity of up to $800 million over more than a decade, although that figure is not guaranteed.
Despite the positive outlook, Ambarella continues to face execution challenges as it invests heavily to expand its Edge AI business.
The company's long-term growth thesis depends on its Edge AI system-on-chip platforms becoming a critical hardware layer as AI inference moves closer to cameras, vehicles and industrial devices.
Broader enterprise adoption and increased automotive deployments remain key catalysts for the business.
At the same time, higher research and development spending and rising operating costs could pressure financial performance if expected design wins and production volumes fail to materialize.
Ambarella also continues to face customer and geographic concentration risks, which could affect future growth.
According to long-term projections, Ambarella is expected to generate approximately $526.3 million in revenue and $74.3 million in earnings by 2028.
Achieving those figures would require annual revenue growth of about 14.8% and a significant improvement in profitability from its current earnings position.
LITTLE ROCK, Ark., June 30, 2026 (GLOBE NEWSWIRE) -- Bank OZK (the “Bank”) (Nasdaq: OZK) expects to report its second quarter 2026 earnings after the market closes on Tuesday, July 21, 2026. Management comments on the second quarter of 2026 will be released simultaneously with the earnings press release and financial supplement which will be available on the Bank’s investor relations website.
Management will conduct a conference call to take questions at 7:30 a.m. CT (8:30 a.m. ET) on Wednesday, July 22, 2026. Interested parties may access the conference call live via webcast on the Bank’s investor relations website, or may participate via telephone by registering using this online form. Upon registration, all telephone participants will receive the dial-in number along with a unique PIN number that can be used to access the call. A replay of the conference call webcast will be archived on the Bank's website for at least 30 days.
GENERAL INFORMATION
Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations in more than 265 offices in nine states including Arkansas, Georgia, Florida, Texas, North Carolina, Tennessee, New York, California and Mississippi and had $41.7 billion in total assets as of March 31, 2026. For more information, visit ozk.com.
New Jersey American Water dokončila koupi vodovodního systému Hopewell Borough za 6,4 milionu USD a získá asi 930 zákazníků. Do infrastruktury chce během pěti let investovat 7 milionů USD.
Acquisition Adds 930 New Water Customers; $7 Million in Planned Infrastructure Investments
, /PRNewswire/ -- New Jersey American Water today completed its acquisition of the water system of Hopewell Borough for $6.4 million. This former municipally owned system serves approximately 930 water customer connections and has been purchasing water from New Jersey American Water for a portion of the Borough's water supply since 2005. The New Jersey Board of Public Utilities today approved the municipal consent, allowing New Jersey American Water to provide water service to Hopewell Borough customers as of the closing of the transaction.
Photo Caption: New Jersey American Water President Mark McDonough (left) and Hopewell Borough Mayor Ryan Kennedy at the financial closing of the company’s acquisition of Hopewell Borough’s water system.
Photo Caption: New Jersey American Water President Mark McDonough (left) and Hopewell Borough Mayor Ryan Kennedy at the financial closing of the company’s acquisition of Hopewell Borough’s water system. The agreement to purchase the system was approved by voter referendum in November 2025. This agreement underscores New Jersey American Water's ongoing commitment to delivering safe, clean, reliable and affordable water and wastewater services. By integrating the new system into its operations, the company aims to enhance service reliability, advance infrastructure investments, and improve operational efficiency for Hopewell Borough's customers and this community.
"Following a thorough and thoughtful process with ample community input, we are confident this is the right path forward for Hopewell Borough," said Hopewell Borough Mayor Ryan Kennedy. "By partnering with New Jersey American Water, we are addressing long-term infrastructure needs today while securing dependable, high-quality service and stable rates for our community."
As part of the agreement, New Jersey American Water will invest $7 million in infrastructure improvements to the Hopewell Borough system within the first five years of ownership while keeping rates affordable for the system's customers. Anticipated improvements to the system include identifying and replacing all lead and galvanized steel service lines as well as upgrading aging customer meters, fire hydrants, and water mains. Additionally, New Jersey American Water will shut down the Borough's one operating well that has elevated PFAS levels and provide water to the community through the company's Canal Road and Raritan Millstone Water Treatment Plants which meet current state and federal safe drinking water standards. Further improvement projects will be identified as New Jersey American Water continues its analysis of the system.
"After providing water to Hopewell Borough through an interconnection for over two decades, we're proud to officially welcome the community into our footprint," said Mark McDonough, President of New Jersey American Water. "Our priority is to deliver safe, clean, reliable and affordable service for the 3 million people we serve statewide, including Hopewell. As the community's water provider, we'll start by stabilizing rates, making smart, targeted investments to strengthen the system, and working to address PFAS by first transitioning away from the system's existing well."
Residents will receive additional information in the mail from New Jersey American Water in the coming weeks, and the information is also available now on a new, dedicated webpage on the company's website at newjerseyamwater.com under Customer Service and Billing. Hopewell Borough's residents will now be able to take advantage of the company's customer service benefits, including its online account management portal, MyWater, as well as its H2O Help to Others program for qualifying customers needing help paying their bills.
New Jersey American Water remains focused on delivering industry-leading customer service, environmental stewardship and ongoing infrastructure improvements as it continues to grow and serve more communities across the state. This is New Jersey American Water's tenth acquisition in the last five years, adding more than 25,000 new water and/or wastewater customers.
About American Water
American Water (NYSE: AWK) is the largest regulated water and wastewater utility company in the United States. With a history dating back to 1886 and celebrating 140 years in 2026, We Keep Life Flowing® by providing safe, clean, reliable and affordable drinking water and wastewater services to approximately 14 million people with regulated operations in 14 states and on 18 military installations. American Water's approximately 7,000 talented professionals leverage their significant expertise and the company's national size and scale to achieve excellent outcomes for the benefit of customers, employees, investors and other stakeholders.
For more information, visit amwater.com and join American Water on LinkedIn, Facebook, X and Instagram.
About New Jersey American Water
New Jersey American Water, a subsidiary of American Water, is the largest regulated water utility in the state with approximately 875 dedicated employees working to provide safe, clean, reliable and affordable water and wastewater services to approximately 3 million people.
For more information, visit www.newjerseyamwater.com and follow New Jersey American Water on LinkedIn, Facebook, X, and Instagram.
Talos Energy oznámila dohodu o společné koupi hlubokomořských aktiv v Mexickém zálivu od společnosti Shell za 850 milionů USD netto pro Talos. Akvizice přidá asi 23 milionů boe prokázaných rezerv a v 1. čtvrtletí 2026 by na těchto aktivech znamenala produkci 16 MBoe/d.
, /PRNewswire/ -- Talos Energy Inc. ("Talos" or the "Company") (NYSE: TALO) today announced the execution of a definitive agreement to jointly acquire certain deepwater assets in the Gulf of America from Shell Offshore Inc. ("Shell"), alongside an affiliate of Ridgewood Energy Corporation, for cash consideration of $850 million (net to Talos), subject to customary purchase price adjustments (the "Acquisition"). Talos expects its final net cash consideration to be approximately $450 - $500 million(1), based upon estimated interim cash flow from the acquired assets from the July 1, 2025 Acquisition effective date.
Strategic Rationale:
Enhances Scale with Significant Financial Accretion: Adds low-cost, high-margin, oil-weighted production and is expected to be immediately accretive to key financial metrics. Increases Reserves and Production with Future Development Upside: Adds proved reserves of approximately 23 million barrels of oil equivalent ("MMBoe") and 10 MMBoe of probable reserves, with additional operated Infrastructure‑Led Exploration (ILX) opportunities supporting future growth. Production for the first quarter 2026 was 16 thousand barrels of oil equivalent per day ("MBoe/d"), ~77% oil. Maintains Balance Sheet Strength and Financial Flexibility: The transaction is expected to be funded through a combination of cash on hand and debt, allowing Talos to maintain a strong balance sheet and leverage profile consistent with its disciplined capital allocation framework. Talos President and Chief Executive Officer Paul Goodfellow commented, "We are pleased to announce the acquisition of these high-quality deepwater assets directly aligned with Pillar Two of our strategy. The bolt-on is highly accretive, materially enhances free cash flow, and includes Infrastructure-Led Exploration opportunities where our field life extension track record can unlock value beyond current reserves. We also see a clear pathway for operated development activity to compete for capital beginning in 2027, further supporting long-term value creation as we continue to advance our strategy to build a long-lived, scaled portfolio and become the leading pure-play offshore E&P."
GULF OF AMERICA BOLT-ON ACQUISITION
The acquired assets include a 50% working interest and operatorship in the Coulomb field owned exclusively by Shell and a 25% non-operated working interest in the BP-operated Na Kika platform and four associated fields, including Kepler, Ariel, Fourier, and Herschel. Upon executing definitive agreements, Talos provided a deposit of $42.5 million in escrow, to be credited at close. Based upon estimated interim cash flow from the acquired assets from the July 1, 2025 Acquisition effective date, Talos expects its final net cash consideration to be approximately $450 - $500 million(1), excluding the deposit. The working interests in the BP-operated Na Kika platform and associated fields are subject to a 30-day preferential right by affiliates of BP, which, if exercised, would result in Talos only acquiring a 50% working interest and operatorship in the Coulomb field.
First quarter 2026 average production for the interests Talos is acquiring was approximately 16 MBoe/d (~77% oil). The acquired assets include approximately 23 MMBoe of proved reserves and probable reserves of 10 MMBoe, based on NSAI SEC year-end 2025 reserves report, net to Talos and net of P&A.
Other commercial terms of the agreement include a 50% upside sharing agreement effective at closing through year-end 2027 subject to commodity-price-based thresholds if realized price exceeds $60/Bbl as well as certain other contingencies and agreements.
The Acquisition is expected to close by the end of 2026, subject to customary closing conditions, including the expiration or termination of the waiting period under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and the expiration of applicable preferential purchase rights with respect to applicable Na Kika interests.
TRANSACTION FINANCING
The Company expects to fund the Acquisition through a combination of cash on hand and debt. In connection with the transaction, Talos has secured $150 million of incremental commitments from its existing lenders, increasing the Company's borrowing base from the current $700 million to $850 million, subject to and effective upon closing the Acquisition.
Talos Executive Vice President and Chief Financial Officer Zach Dailey added, "This strategic transaction in the Gulf of America is expected to be immediately accretive to key financial metrics and deliver long-term value while maintaining balance sheet strength and preserving financial flexibility. Importantly, the increased borrowing base reflects strong confidence from our lenders in the quality of the acquired assets, Talos's base business, and the financial framework that underpins our strategy. On a pro forma basis, we expect to maintain leverage consistent with our financial framework."
OPERATIONS UPDATE AND 2026 GUIDANCE
The Company successfully completed the Genovesa workover and returned the well to production late in the second quarter of 2026, consistent with its previous guidance.
As recently announced by the operator, the first Monument development well was successfully drilled to its total measured depth of 32,250 feet and encountered 245 feet of net pay confirming pre-drill expectations. Drilling is set to commence on the second development well followed by completion operations on both wells. First oil is expected by late 2026.
The Company expects to update its 2026 operating and financial guidance for the Acquisition following closing.
ADVISORS
Greenhill, a Mizuho affiliate, served as exclusive financial advisor to Talos on the Acquisition.
Footnotes:
(1) Assumes estimated closing date of September 1, 2026.
ABOUT TALOS ENERGY
Talos Energy (NYSE: TALO) is a technically driven, innovative, independent energy company focused on safely maximizing long-term value through its Exploration & Production business in the United States Gulf of America and offshore Mexico. We leverage decades of technical and offshore operational expertise to acquire, explore, and produce assets in key geological trends while maintaining a focus on safe and efficient operations, environmental responsibility, and community impact. For more information, visit www.talosenergy.com.
INVESTOR RELATIONS CONTACT
Kyle Sahni
[email protected]
CAUTIONARY STATEMENT ABOUT FORWARD-LOOKING STATEMENTS
This communication may contain "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. When used in this communication, the words "will," "could," "believe," "anticipate," "intend," "estimate," "expect," "project," "forecast," "may," "objective," "plan" and similar expressions are intended to identify forward-looking statements, although not all forward-looking statements contain such identifying words. All statements, other than statements of historical fact included in this communication, are forward-looking statements, including, but not limited to, statements regarding our plans and expectations regarding the Acquisition, including the anticipated financing, timing and benefits of the Acquisition, the anticipated impact of the Acquisition on our financial position, growth opportunities and competitive position, and our projected costs, prospects, plans and objectives of management. These forward-looking statements are based on our current expectations and assumptions about future events and are based on currently available information as to the outcome and timing of future events.
We caution you that these forward-looking statements are subject to numerous risks and uncertainties, most of which are difficult to predict and many of which are beyond our control. These risks include, but are not limited to, our ability to consummate the Acquisition on the terms currently contemplated, including the risk that we or other parties to the transaction may be unable to satisfy the conditions to closing the Acquisition; our ability to realize the anticipated benefits of the Acquisition; the risk that BP exercises its preferential right with respect to the Na Kika facilities and associated fields; changes in market conditions affecting the oil and gas industry or long-term oil and gas price levels; political or regulatory developments; reservoir performance; the outcome of future exploration efforts; timely completion of development projects; technical or operating factors; the uncertainty inherent in projecting ultimate recoverable resources and future rates of production and cash flows and access to capital; the timing of development expenditures; potential adverse reactions or competitive responses to our acquisitions and other transactions, including the proposed Acquisition; risks and uncertainties related to economic, market or business conditions; and the other risks and uncertainties discussed in our most recently filed Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, Current Reports on Form 8-K and other Securities and Exchange Commission filings.
Should one or more of the risks or uncertainties described herein occur, or should underlying assumptions prove incorrect, our actual results and plans could differ materially from those expressed in any forward-looking statements. All forward-looking statements, expressed or implied, included in this communication are expressly qualified in their entirety by this cautionary statement. This cautionary statement should also be considered in connection with any subsequent written or oral forward-looking statements that we or persons acting on our behalf may issue. Except as otherwise required by applicable law, we disclaim any duty to update any forward-looking statements, all of which are expressly qualified by the statements in this section, to reflect events or circumstances after the date of this communication.
ROCHESTER, N.Y., June 30, 2026 (GLOBE NEWSWIRE) -- Constellation Brands, Inc. (NYSE: STZ), a leading beverage alcohol company, reported today its first quarter fiscal 2027 financial results. A conference call to discuss the financial results and outlook will be hosted by President and Chief Executive Officer, Nicholas Fink, and Chief Financial Officer, Garth Hankinson, on Wednesday, July 1, 2026 at 8:00 a.m. ET. Visit ir.cbrands.com to locate information for joining the conference call, or a live, listen-only webcast of the conference call.
ABOUT CONSTELLATION BRANDS
Constellation Brands (NYSE: STZ) is a leading international producer and marketer of beer, wine, and spirits with operations in the U.S., Mexico, New Zealand, and Italy. Our mission is to build brands that people love because we believe elevating human connections is Worth Reaching For. It’s worth our dedication, hard work, and calculated risks to anticipate market trends and deliver for our consumers, shareholders, employees, and industry. This dedication is what has driven us to become one of the fastest-growing, large CPG companies in the U.S. at retail, and it drives our pursuit to deliver what’s next.
Every day, people reach for brands from our high-end, imported beer portfolio anchored by the iconic Corona Extra and Modelo Especial, a flavorful lineup of Modelo Cheladas, and favorites like Pacifico, and Victoria; our exceptional wine brands including The Prisoner Wine Company, Robert Mondavi Winery, Kim Crawford, Schrader Cellars, and Lingua Franca; and our craft spirits brands such as Mi CAMPO Tequila and High West Whiskey.
As an agriculture-based company, we strive to operate in a way that is sustainable and responsible. Our ESG strategy is embedded into our business and we focus on serving as good stewards of the environment, investing in our communities, and promoting responsible beverage alcohol consumption. We believe these aspirations in support of our longer-term business strategy allow us to contribute to a future that is truly Worth Reaching For.
To learn more, visit www.cbrands.com and follow us on LinkedIn and Instagram.
A PDF containing our first quarter fiscal 2027 financial results and full financial tables is available at: http://ml.globenewswire.com/Resource/Download/46e744f1-3497-4d66-b70c-8da93fea1287
STZ stock is moving. Watch the price action here. Constellation Brands reported quarterly earnings of $3.43 per share, which beat the consensus estimate of $3.21 by 6.85%, according to Benzinga Pro data.
Quarterly revenue clocked in at $2.43 billion, which beat the Street estimate of $2.39 billion.
“I see significant runway to continue growing our leading brands with an even greater emphasis on
understanding consumer occasions and relevance — increasingly looking at our business through the lens of when, where and why consumers are choosing our brands,” said CEO Nicholas Fink.
“I believe Modelo Especial continues to have a significant opportunity ahead of it, supported by both distribution expansion and relatively low unaided awareness for a brand of its scale. With Corona Extra, we are focused on driving excitement and engagement with one of the highest brand equity and most loved brands in the industry,” Fink added.
Looking AheadConstellation Brands affirmed its fiscal year adjusted EPS guidance of $11.20 to $11.90, versus the $11.75 analyst estimate.
STZ Stock Price Activity: According to data from Benzinga Pro, Constellation Brands stock was up 2.09% to $142 in Tuesday’s extended trading.
Photo: Shutterstock
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BURLINGTON, Mass., June 30, 2026 (GLOBE NEWSWIRE) -- Progress Software (Nasdaq: PRGS), a member of the Russell 2000 Index and a trusted provider of AI-powered digital experience and infrastructure software, today announced its financial results for the fiscal second quarter ended May 31, 2026.
The company’s earnings release and a supplemental slide presentation can be accessed via the Investor Events & Presentations link on the Progress Investor Relations webpage. Progress will host a conference call today at 5:00 p.m. Eastern Time to discuss its results and outlook.
Conference Call Details
A live webcast of the call will be available at this link.To access the conference call by phone, use this link to retrieve dial-in details. Participants are encouraged to dial in 15 minutes before the scheduled start time.A replay of the conference call and supporting materials will be available on the Progress Investor Relations webpage following the live event.
About Progress Software
Progress Software (Nasdaq: PRGS) empowers organizations to achieve transformational success in the face of disruptive change. Our software enables our customers to develop, deploy and manage responsible AI-powered applications and personalized digital experiences with agility and ease. Businesses of all sizes get a trusted provider in Progress, with the products, expertise and vision they need to turn AI disruption into a competitive advantage. Millions of developers and technologists at hundreds of thousands of organizations depend on Progress every day. Learn more at www.progress.com.
Progress is a trademark or registered trademark of Progress Software Corporation and/or its subsidiaries or affiliates in the U.S. and other countries. Any other names contained herein may be trademarks of their respective owners.
Marvell za měsíc vzrostl o 45 % po rekordních tržbách za 1. čtvrtletí fiskálního roku 2027 ve výši 2,42 miliardy USD a silném růstu poptávky po AI. Firma zároveň zvýšila výhled tržeb na 2. čtvrtletí na 2,7 miliardy USD.
Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) stock is extending one of the year’s most explosive runs. Shares are up 7% to $296.25 in midday trading on Tuesday, building on a parabolic rally that has investors openly debating whether to trim or stay long.
Marvell stock is up 45% over the past month, a figure that includes today’s continued gain. Zoom out and the move sits inside a 52-week range of $61.32 to $329.88.
That kind of vertical move forces investors to consider whether it’s time to sell MRVL stock for a profit. The AI infrastructure story is real, but so is the valuation now attached to it.
What’s Fueling the Rally The catalysts are stacking up. Marvell posted record Q1 FY2027 revenue of $2.42 billion, up 28% year over year, with the Data Center segment contributing $1.83 billion, or 76% of revenue. Marvell’s management guided Q2 FY2027 revenue to $2.7 billion at the midpoint, implying 35% year-over-year growth.
CEO Matt Murphy stated, “We are seeing exceptional AI-related bookings, and as a result, we are significantly raising Marvell’s revenue outlook for both fiscal 2027 and fiscal 2028.” MRVL stock sentiment also got a boost from NVIDIA (NASDAQ:NVDA) CEO Jensen Huang calling Marvell “the next trillion-dollar company” and from the stock’s S&P 500 inclusion on June 22, 2026.
The Bull Case Wall Street still leans positive on Marvell. The current analyst breakdown is 8 strong buy, 31 buy, 5 hold, and no sell ratings, a notably constructive setup for a stock that has already tripled. Custom silicon, ASICs and XPUs for AI, plus data-center networking and optical interconnects keep Marvell positioned at the center of the AI buildout.
Marvell’s Q1 also produced record operating cash flow of $638.8 million, up 92% year over year, and free cash flow of $483.1 million. Moreover, the company repurchased $200 million of stock in the quarter, underscoring the management’s confidence in MRVL stock’s trajectory.
The Bear Case The valuation, however, is now extreme. Marvell stock carries a trailing P/E ratio of 102x, inflated in part because trailing earnings have declined year over year. After a parabolic run, that multiple leaves little margin for error.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Marvell Technology didn't make the cut. Grab the names FREE today.
Marvell stock has also overshot the Street’s average price target. The consensus price target sits at $244.70, below the current $297.40 share price. With a beta around 2.3, MRVL stock can swing hard in either direction if AI sentiment cools.
There’s a notable sentiment indicator, as well. A widely upvoted Reddit post asking “I bought MRVL at $82 off hiring data. It’s $325 now and I can’t decide whether to sell.” captures the exact tension this rally has produced.
The ETF Alternative Investors who want Marvell exposure without single-stock risk can access it through diversified semiconductor funds. The VanEck Semiconductor ETF (NASDAQ:SMH) and the iShares Semiconductor ETF (NASDAQ:SOXX) each hold Marvell among a basket of chip names.
That said, semiconductor ETFs and their underlying chip stocks remain volatile and concentrated in a cyclical sector. Diversification softens single-name risk, but these funds can still swing sharply with the AI trade.
What to Watch So, is it time to take profits? The answer is that it depends on the position size, the cost basis, and the holder’s risk tolerance. Marvell’s growth story and the still-bullish analyst skew support the bulls, while the 102x trailing multiple, the consensus target sitting below the current price, and the high-beta profile are legitimate reasons some holders may trim.
Traders can watch for whether MRVL stock holds the recent breakout or pulls back toward the 50-day moving average at $213. The next major catalyst is the Q2 FY2027 earnings report, with the fiscal quarter ending August 1, 2026. Investors should consider keeping their position sizes modest given the volatility this name has shown.
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Vertiv z akvizice v 1. čtvrtletí 2026 získal 4 % výnosů a rozšířil nabídku pro datová centra. Ve 2. čtvrtletí čeká výnosy 3,25–3,45 mld. USD a organický růst čistých výnosů o 20–24 %.
Key Takeaways Vertiv's acquisitions added 4% to first-quarter 2026 revenues and broadened its data center offerings. VRT expects second-quarter 2026 revenues of $3.25B-$3.45B and 20-24% organic net sales growth. Vertiv faces stronger AI infrastructure competition from Super Micro Computer and Amphenol. Vertiv (VRT - Free Report) is benefiting from the strategic expansion of its portfolio through recent acquisitions, positioning the company for continued growth in the rapidly evolving data center infrastructure market. In the first quarter of 2026, acquisitions contributed 4% to revenues.
The company’s acquisitions, such as PurgeRite, ThermoKey, and BMarko Structures and Strategic Thermal Labs, are expected to strengthen Vertiv’s capabilities and market reach. The company recently announced the completion of its acquisition of ThermoKey S.p.A., a move that enhances Vertiv’s thermal management portfolio, expands its heat rejection and heat-exchange capabilities and strengthens its long-standing relationships with OEMs and system integrators serving data centers and other critical infrastructure markets worldwide.
The PurgeRite acquisition remains noteworthy. The acquisition is being scaled to deepen fluid management services, which management described as a technically demanding aspect of modern liquid-cooled deployments. In the first quarter of 2026, Vertiv completed the acquisition of BMarko, enhancing its structural fabrication specialization and expanding its engineering and manufacturing capacity. These moves broaden the company’s end-to-end offering and support a higher attach rate for services as the installed base grows.
The acquisitions are expected to contribute to Vertiv’s robust growth trajectory. For the second quarter of 2026, revenues are expected to be between $3.25 billion and $3.45 billion. Organic net sales are expected to increase in the 20-24% range.
VRT Suffers From Stiff CompetitionVertiv’s AI infrastructure solutions are facing increasing competition from Super Micro Computer (SMCI - Free Report) and Amphenol (APH - Free Report) . Both Super Micro Computer and Amphenol are expanding their offerings to support high-density, AI-driven data center deployments.
Super Micro Computer’s expanding portfolio has been noteworthy. The company recently expanded its AI infrastructure portfolio through collaborations with AMD, Arm, and NVIDIA, introducing new rack-scale platforms and data center blueprints designed to accelerate the deployment of large-scale agentic AI workloads.
Amphenol is benefiting from the surge in demand for AI infrastructure, which has become a transformative force for the company’s growth and market positioning. In the first quarter of 2026, IT datacom represented about 41% of sales and grew 81% organically year over year. This robust performance was driven by accelerating investments in AI data centers and the company’s ability to capture a significant share of this unique interconnect opportunity.
Vertiv’s Share Price Performance, Valuation, and EstimatesVRT’s shares have surged 89.5% in the year-to-date period compared with the broader Zacks Computer & Technology sector's rise of 12.9%. The Zacks Computers - IT Services industry declined 26.8% in the same time frame.
VRT Stock Performance
Image Source: Zacks Investment Research
Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 27.78X compared with the Computer and Technology sector’s 9.82X. VRT has a Value Score of D.
VRT's Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 earnings is pegged at $6.36 per share, which has increased 3.41% over the past 30 days. This indicates a 51.43% increase from the reported figure of 2025.
Vertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
GE HealthCare schválila hotovostní dividendu ve výši 0,035 USD na akcii za 2. čtvrtletí 2026. Vyplacena bude 14. srpna 2026 akcionářům k 24. červenci 2026.
CHICAGO--(BUSINESS WIRE)--The Board of Directors of GE HealthCare Technologies Inc. (Nasdaq: GEHC) today declared a cash dividend of $0.035 per share of Common Stock for the second quarter of 2026 payable on August 14, 2026, to all shareholders of record as of July 24, 2026.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
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Adaptive ML will join Datadog’s AI lab to build frontier AI infrastructure to address cutting-edge research challenges within observability and security June 30, 2026 16:05 ET | Source: Datadog, Inc.
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Datadog, Inc. (NASDAQ: DDOG), the leading AI-powered observability and security platform, today announced it has acquired Adaptive ML, a frontier AI startup developing the world's first Reinforcement Learning Operations (RLOps) platform, enabling enterprises to build, own, and deploy their own specialized agents and models.
Adaptive ML will join Datadog AI Research, accelerating Datadog’s investment and research efforts around world models and agentic LLM post-training for observability. Datadog AI Research focuses on fundamental technical problems and collaborates with Datadog's product and engineering teams to translate research advances into products.
“We started Adaptive to give every enterprise the ability to perpetually improve its own AI. The missing piece was never the algorithm, the hardest part was production scale. With Datadog, and the continuous stream of real-world signals that only a platform operating at this unique reach can provide, we will work directly from the foundation that intelligent agents need to drive exponential productivity gains, reliably and consistently. With Datadog’s unmatched access to real-world infrastructure, we can accelerate towards continuous intelligence,” said Julien Launay, co-founder and CEO, Adaptive ML.
“Our lab is focused on leveraging our data and domain expertise to build specialized agents and models, and to effectively turn our data into first-party intelligence. As we continue to bolster our R&D efforts and better serve our customers, bringing Adaptive ML on board is a natural fit to enhance and augment the work we are already doing within our lab,” said Ameet Talwalkar, Datadog's Chief Scientist.
As AI continues to intensify the level of complexity software systems are facing on a daily basis, Datadog has invested over $1B in R&D annually — significantly contributing to the end-to-end observability and security solutions it has delivered to customers. Recently, that includes research initiatives like Toto 2.0, as well as products like Bits Investigation, Bits Code, and Bits Security Analyst, which have already conducted hundreds of thousands of investigations on behalf of customers.
About Datadog
Datadog is the leading observability and security platform for the AI era, providing businesses with unified visibility across the technology stack to manage complexity at scale. It brings applications, infrastructure, data, models, and security into one place, using AI to detect and resolve issues before they impact customers. Trusted globally by Fortune 500 companies and high-growth AI leaders, Datadog enables businesses to move faster with clarity and confidence.
Forward-Looking Statements
This press release may include certain “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, or the Securities Act, and Section 21E of the Securities Exchange Act of 1934, as amended including statements on the benefits of new products and features. These forward-looking statements reflect our current views about our plans, intentions, expectations, strategies and prospects, which are based on the information currently available to us and on assumptions we have made. Actual results may differ materially from those described in the forward-looking statements and are subject to a variety of assumptions, uncertainties, risks and factors that are beyond our control, including those risks detailed under the caption “Risk Factors” and elsewhere in our Securities and Exchange Commission filings and reports, including the Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 7, 2026, as well as future filings and reports by us. Except as required by law, we undertake no duty or obligation to update any forward-looking statements contained in this release as a result of new information, future events, changes in expectations or otherwise.
AeroVironment roste po zprávě, že segment AxS ve 4. čtvrtletí zvýšil tržby o 80 % meziročně a ve fiskálním roce 2026 o 61 %. Management zároveň očekává ve fiskálním roce 2027 tržby 2,125–2,225 miliardy USD.
• AeroVironment stock is among today’s top performers. Why are AVAV shares rallying?
The AeroVironment Analyst: Analyst Andre Madrid reiterated a Buy rating and price target of $205.
The AeroVironment Thesis: Supported by Precision Strike & Defense Systems, AxS generated 80% year-on-year sales growth in the fourth quarter and 61% in fiscal 2026, Madrid said in the note.
Check out other analyst stock ratings.
Fourth-quarter adjusted EBITDA margin at AxS was strong, at 28%, partially offset by weaker SCDE margins, he added.
Madrid stated that the programmatic growth drivers were:
Switchblade Red Dragon Titan "This growth was partially offset by weakness at the SCDE (Space, Cyber & Directed Energy) segment driven by the SCAR program termination and government funding delays that weighed on the Cyber and Mission Systems (CMS) business," the analyst further wrote.
While there is significant demand for SCDE platforms, timing remains uncertain with funding delays expected to persist into late 2026 or early 2027, Madrid said.
The Outlook: Management guided to fiscal 2027 sales of $2.125-$2.225 billion, representing 10% growth and coming in line with expectations, the analyst stated. They projected adjusted EBITDA of $305-$325 million and adjusted earnings of $3.02-$3.34 per share.
Management’s fiscal 2027 outlook implies around 14.5% adjusted EBITDA margin, roughly flat as the company increasingly invests in growth, he further noted.
AVAV Price Action: Shares of AeroVironment had risen by 17.48% to $164.30 at the time of publication on Tuesday.
Photo: Piotr Swat via Shutterstock
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Na Graphic Packaging a bývalé vedení byla podána hromadná žaloba kvůli údajným nepravdivým a zavádějícím prohlášením o podnikání a výhledu. Spor se týká nákupů akcií mezi 4. únorem 2025 a 2. únorem 2026, oba dny včetně.
NEW YORK, June 30, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Graphic Packaging Holding Company (“Graphic Packaging” or the “Company”) (NYSE: GPK) and certain of its former officers. The class action, filed in the United States District Court for the Southern District of New York, and docketed under 26-cv-03790, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Graphic Packaging securities between February 4, 2025 and February 2, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its former top officials.
If you are an investor who purchased or otherwise acquired Graphic Packaging securities during the Class Period, you have until July 6, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Graphic Packaging, together with its subsidiaries, designs, produces, and sells consumer packaging products. Its customers include businesses in the food, foodservice, beverage, household, and other consumer product industries in the Americas, Europe, and the Asia Pacific. The Company sells its products through sales offices, as well as through broker arrangements with third parties.
At all relevant times, Defendants touted the purported strength and stability of Graphic Packaging’s business model and operations, as well as its purported ability to deliver on its cost and inventory reduction, free cash flow (FCF”), and profitability goals, notwithstanding ongoing and persistent market headwinds challenging the Company’s and its customers’ businesses.
Indeed, in February 2025, despite its President and Chief Executive Officer (“CEO”), Defendant Michael P. Doss (“Doss”), acknowledging “unusual volume challenges for the industry and our customers” over the past several years, Graphic Packaging forecasted full year (“FY”) 2025 net sales, adjusted EBITDA, and adjusted earnings per share (“EPS”) of $8.7 billion to $8.9 billion, $1.68 billion to $1.78 billion, and $2.53 to $2.78, respectively, excluding foreign exchange impacts. Defendant Doss attributed the Company’s ability to weather the aforementioned headwinds to its overall business model and operations, asserting that Defendants would continue to “build on” the Company’s “consisten[t]” and “profit[able]” and “strong and steady” results in 2025.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Graphic Packaging was experiencing, inter alia, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs; (ii) Defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on the Company’s business and financial results; (iii) Defendants likewise overstated the strength and sustainability of the Company’s business model and operations, as well as its ability to weather ongoing macroeconomic headwinds; (iv) accordingly, the Company’s previously issued FY 2025 financial guidance was unreliable and/or unrealistic; and (v) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 1, 2025, when Graphic Packaging issued a press release reporting its first quarter (“Q1”) 2025 financial results. Among other results, the press release reported Q1 non-GAAP EPS of $0.51, missing consensus estimates by $0.07, and revenue of $2.12 billion, representing a 6.2% year-over-year decline, and missing consensus estimates by $10 million. The press release further revealed that the Company had negatively revised its previously issued FY 2025 net sales outlook to a range of $8.2 billion to $8.5 billion, significantly down from its prior guidance of $8.7 billion to $8.9 billion; its adjusted EBITDA outlook to a range of $1.4 billion to $1.6 billion, significantly down from its prior guidance of $1.68 billion to $1.78 billion; and its adjusted EPS outlook to a range of $1.75 to $2.25, significantly down from its prior guidance of $2.53 to $2.78. The Company blamed the negatively revised guidance on “an expectation of a 2% volume decline and $80 million of input cost inflation at the midpoint”, as well as “higher macroeconomic and consumer spending uncertainty.”
On this news, Graphic Packaging’s stock price fell $3.94 per share, or 15.57%, to close at $21.37 per share on May 1, 2025.
On December 8, 2025, Graphic Packaging issued a press release announcing that it “plans to accelerate certain inventory reduction plans into the fourth quarter that were originally planned for 2026”, and that “[p]roduction curtailment is expected to impact fourth quarter operating results by $15 million, which is in addition to the $15 million relating to” certain earlier-announced curtailments. The Company further revealed that it had negatively revised its FY 2025 financial guidance again, now expecting its adjusted EBITDA “to be in the range of $1.38 billion to $1.43 billion”—significantly below its previously revised guidance of $1.4 billion to $1.45 billion—and adjusted EPS “to be in the range of $1.75 to $1.95”—significantly below its previously revised guidance of $1.80 to $2.00.
In a separate press release issued the same day, Graphic Packaging announced that Defendant Doss had “mutually agreed with [its] Board of Directors to step down from his role [as President and CEO] and as a director effective December 31, 2025.”
Following these disclosures, Graphic Packaging’s stock price fell $1.35 per share, or 8.66%, to close at $14.23 per share on December 9, 2025.
Then, on February 3, 2026, Graphic Packaging issued a press release reporting its fourth quarter (“Q4”) and FY 2025 financial results. Among other results, Graphic Packaging reported Q4 non-GAAP EPS of $0.29, missing consensus estimates by $0.06. The Company attributed its disappointing Q4 2025 earnings results to, inter alia, lower volumes, increased costs, and inventory reduction. Further, Graphic Packaging projected a meaningful decline in adjusted EBITDA in 2026, citing “a $130 million negative impact from actions taken to reduce inventory and generate [FCF], an approximately $100 million accrual (non-cash in 2026) for a return to more normal incentive compensation, January weather and production impacts, and other largely offsetting operating items.”
In the same press release, Graphic Packaging’s new President and CEO, Robbert Rietbroek, announced that he had “initiated a comprehensive review of our organization structure, operations, and footprint,” among other aspects of the Company’s business, thereby confirming the weakness and unsustainability of its present business model and operations.
On this news, Graphic Packaging’s stock price fell $2.36 per share, or 15.97%, to close at $12.42 per share on February 3, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Casey’s zvýšila tržby ve srovnatelných prodejnách o 4,2 % díky připraveným jídlům a nápojům. Růst podpořily nové položky menu a nižší ceny celých pizz než u národních značek.
Key Takeaways Casey's posted 4.2% inside same-store sales growth, led by prepared food and beverages.CASY boosted traffic with new menu items while keeping whole-pizza prices below national brands.CASY's grocery and merchandise sales increased through energy drinks, nicotine alternatives and liquor. Casey’s General Stores, Inc. (CASY - Free Report) posted strong inside same-store sales growth, driven by strategic menu expansion and value positioning. Inside same-store sales saw 4.2% growth for fiscal 2026 and 7% growth on a two-year stack. This performance was driven by the prepared food and dispensed beverage segment as well as the grocery and general merchandise segment.
Casey’s prepared food and dispensed beverage business continued to deliver strong performance, with same-store sales increasing 5.2% for fiscal 2026 and 6.6% in the fiscal fourth quarter, reflecting sustained customer demand. Growth was supported by product innovation, including limited-time offerings such as the Bacon Cheeseburger Pizza, an expanded specialty menu and the introduction of the FROSTBITE frozen beverage platform.
Management also highlighted the success of its sauced wings rollout, which increased order frequency by 30% among purchasing customers without reducing pizza sales. In addition, Casey’s maintained a value-focused pricing strategy by keeping whole-pizza prices between $1 and $3, which is below national brands and avoiding price increases for several years, reinforcing its competitive positioning.
The grocery and general merchandise category also performed well, with same-store sales increasing 3.9% in fiscal 2026 and 5.1% in the fourth quarter. Growth in this area is supported by energy drinks, including a top-selling exclusive flavor from Monster and a structural shift toward higher-margin nicotine alternatives over traditional cigarettes. Additionally, the company has leveraged more than 1,500 liquor licenses to shift its alcohol assortment toward higher-margin liquor products relative to beer.
Overall, Casey’s consistent execution across its retail portfolio continues to reinforce its customer-focused operating model. Looking ahead, the company expects same-store sales growth of 2% to 5% in fiscal 2027. By balancing affordability, product innovation, and category mix optimization, Casey’s aims to sustain customer traffic and support long-term growth.
The Zacks Rundown for CASYShares of CASY have surged 52.6% in the past year compared with the industry’s growth of 45.1%. CASY currently sports a Zacks Rank #1 (Strong Buy).
Image Source: Zacks Investment Research
From a valuation standpoint, CASY trades at a forward price-to-earnings ratio of 36.26, higher than the industry’s average of 28.30.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CASY’s current and next fiscal year earnings implies year-over-year growth of 9.9% and 12.3%, respectively.
Image Source: Zacks Investment Research
Other Stocks to ConsiderSome other top-ranked stocks have been discussed below:
Ross Stores, Inc. (ROST - Free Report) operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd's DISCOUNTS brands in the United States. At present, ROST flaunts a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ROST’s current fiscal-year sales and earnings indicates growth of 9.1% and 17.1%, respectively, from the year-ago figures. ROST delivered a trailing four-quarter earnings surprise of 10.2%, on average.
The TJX Companies, Inc. (TJX - Free Report) together with its subsidiaries, operates as an off-price apparel and home fashions retailer worldwide. At present, TJX carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for TJX’s current fiscal-year sales and earnings indicates growth of 5.9% and 9.3%, respectively, from the year-ago figures. TJX delivered a trailing four-quarter earnings surprise of 8.8%, on average.
Dollar Tree, Inc. (DLTR - Free Report) operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada. At present, DLTR carries a Zacks Rank of 2.
The Zacks Consensus Estimate for DLTR’s current fiscal-year sales and earnings indicates growth of 6.5% and 21.4%, respectively, from the year-ago figures. DLTR delivered a trailing four-quarter earnings surprise of 32.1%, on average.
StarkWare zveřejnil třífázový kvantově odolný plán pro Starknet a tvrdí, že průmysl nemá omluvu zůstávat zranitelný vůči budoucím kvantovým útokům. Základem je kryptografie STARK, kterou označuje za inherentně odolnou vůči kvantovým hrozbám.
Zero-knowledge scaling company StarkWare has released a quantum-resistant roadmap for Starknet, arguing that other chains will remain exposed if the industry is “too stubborn or stupid” to act.
In an announcement on Tuesday, Starknet framed its three-phased quantum-resistant roadmap as evidence that the crypto industry has no excuse for remaining vulnerable to future quantum computing attacks.
“The tried-and-tested cryptography exists to secure every crypto key in the world, if necessary changes are made, and the only reason anyone will remain vulnerable is if heads remain buried in the sand,” said Eli Ben-Sasson, CEO at StarkWare.
Efforts to quantum-proof blockchains are accelerating as some researchers warn that quantum computing could outpace blockchain’s defenses and cryptographically relevant quantum machines could be ready before 2030.
The Bitcoin community remains divided on how to approach securing old coins against the quantum threat, while other networks are forging ahead with quantum roadmaps.
Ben-Sasson said Starknet can become resistant to quantum attacks by “seizing on its architecture advantage.” Its underlying cryptography is zero-knowledge STARK (Scalable Transparent Argument of Knowledge) proofs, which are “inherently post-quantum safe.”
Ben-Sasson said that if Starknet can become quantum-resistant by “seizing on this cryptography,” then anyone else can do it by choosing the right cryptography. “We need to be nimble in blockchain and crypto,” he said.
“There’s an awful irony in the notion that a young industry born from rejecting the way things have always been done is stalling and procrastinating about making changes for quantum security.”He added that crypto has an “elliptical illusion,” distorting reality around elliptic-curve cryptography, the current standard for securing blockchains.
Believing that this will be quantum resistant is “false confidence” that is leaving the industry “dangerously complacent,” he said.
Some migration problems are genuinely hard, involving technical trade-offs, governance decisions, and dependencies that no single team controls, he added, but said: “difficulty is not an excuse for delay.”
“The crypto industry shouldn’t need wake-up calls from the White House or anyone else. We should all be acting and seizing on the best cryptography that exists.”Starknet’s three-phase roadmap The first phase involves swapping out some of its current security math (Pedersen hashing) for quantum-resistant versions and adding quantum-resistant signatures.
Phase two focuses on migration tooling that quietly upgrades existing smart contracts to the new quantum-safe standard, without forcing developers to manually rebuild apps.
Phase three covers dependencies that Starknet cannot resolve alone, which largely depend on Ethereum’s quantum upgrade roadmap.
Circle, Ethereum, Solana, Tezos and Algorand have all proposed quantum-proof roadmaps, while the Bitcoin community remains at loggerheads.
Magazine: Bitcoin slides to $58K, XRP hits $1 but onchain data promising: Market Moves
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MiSight ve 2. čtvrtletí fiskálního roku 2026 zvýšil tržby o 24 % na 32 mil. USD. Výsledek však tlumí slabost v Asii a Tichomoří, kde tržby klesly o 6 % na 130,6 mil. USD.
Key Takeaways COO's two healthcare platforms span contact lenses and fertility, reducing reliance on one end market.MyDay and MiSight drove premium growth, with MiSight revenue up 24% to $32M in fiscal Q2.Asia-Pacific softness, hydrogel exits and margin pressures keep COO's investment case measured. The Cooper Companies, Inc. (COO - Free Report) has two durable healthcare platforms, but its investment case is being shaped by execution as much as demand.
Premium contact lenses, myopia control and fertility products support growth. Asia-Pacific softness, legacy product exits and cost pressure keep the outlook measured.
Why COO’s Two-Segment Model MattersCooperVision gives COO scale in contact lenses, a category with recurring demand once patients are fitted and reorder lenses. For fiscal 2025, CooperVision generated $2.74 billion, or 67% of net sales.
CooperSurgical adds fertility, office and surgical products, reducing reliance on one end market. Its fiscal 2025 revenues were $1.35 billion, or 33% of net sales, giving COO a second healthcare growth engine.
Sales are expected to grow by more than 5% in fiscal 2026 as well as in fiscal 2027.
Image Source: Zacks Investment Research
How CooperVision Drives Premium MixThe main mix story is the migration from lower-value clariti lenses to MyDay daily silicone hydrogel lenses. MyDay delivered double-digit growth in the second quarter of fiscal 2026, while daily silicone hydrogel lenses grew 8%.
Toric and multifocal revenues rose 7% organically, supported by MyDay Energys, multifocal lenses, trial activity, practitioner engagement and broader parameter availability. Alcon Inc. (ALC - Free Report) is a relevant peer because its vision-care portfolio also includes contact lenses and ocular health, keeping competitive focus on product breadth.
Why MiSight Keeps Cooper RelevantMiSight gives CooperVision a differentiated position in pediatric myopia control, not just another lens extension. The product is the only FDA-approved daily contact lens to slow myopia progression in children.
In the second quarter of fiscal 2026, MiSight revenue grew 24% to $32 million. Japan momentum exceeded expectations, while MyDay MiSight in Europe performed well with eye-care practitioners, reinforcing a premium, clinically driven category.
COO’s Pressure PointsAsia-Pacific remains the clearest near-term drag. CooperVision’s Asia-Pacific revenue declined 6% organically to $130.6 million in the second quarter of fiscal 2026, with weakness tied to China, Japan and Korea.
The hydrogel rationalization program could pressure results into 2027. Gross margin also faces tariffs, freight, foreign exchange and lower production, with management expecting third-quarter gross margin of about 66%.
Despite the gross margin facing macro headwinds, COO’s earnings per share is estimated to improve 12.4% in fiscal 2026.
Image Source: Zacks Investment Research
How CooperSurgical Broadens the StoryCooperSurgical keeps the total thesis from depending only on vision care. In the second quarter of fiscal 2026, CSI revenue was $358 million, up 6% organically, with fertility revenue of $143.8 million rising 10% organically.
Paragard performed better than expected with flat revenue growth, while office and surgical products added stability. Bausch + Lomb Corporation (BLCO - Free Report) offers another eye-health comparison point, but COO’s fertility exposure gives it a different diversification profile.
How COO’s Rating Signals Fit the StoryThe bottom line is balanced. COO has attractive category exposure, premium product momentum and cash generation, but regional resets, litigation payouts and margin headwinds keep the investment case measured.
The stock currently carries a Zacks Rank #3 (Hold), which aligns with the Neutral recommendation. That rank points to a more wait-and-see setup rather than a clear near-term earnings revision signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
COO’s Style Scores are more constructive, with a VGM Score of B, Value Score of B and Growth Score of B. These scores support the view that the stock has reasonable valuation and growth characteristics. However, the Momentum Score of D suggests weaker timing support, making execution in Asia-Pacific, margin recovery and cash conversion key watch points.
TradingView přidalo nativní podporu pro páry Hyperliquid, včetně HYPEUSD, a zároveň jej zařadilo mezi centralizované burzy. Hyperliquid tak lze nově analyzovat přímo v TradingView spolu s daty z Coinbase a Binance.
TradingView, the charting platform used by millions of traders worldwide, has added native support for Hyperliquid trading pairs. Symbols like HYPEUSD now appear directly in TradingView’s interface, ready for technical analysis alongside data from Coinbase, Binance, and every other major venue.
Here’s the thing: TradingView categorized Hyperliquid as a centralized exchange. The platform that built its entire identity on being decentralized and non-custodial is now sitting in the same bucket as Binance and Kraken in TradingView’s taxonomy.
A DEX wearing a CEX label Hyperliquid operates as a Layer-1 blockchain purpose-built for trading. It runs a fully on-chain central limit order book with gasless orders and sub-second transaction finality. Users never surrender custody of their assets.
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Alongside Hyperliquid’s own data, TradingView also sources pricing from oracles like Pyth, giving traders multiple reference points for the same assets.
Hyperliquid’s numbers tell the story Open interest on the platform hit $8.9 billion in May 2025. That figure represents roughly 8.3% of aggregate perpetual open interest across the entire crypto derivatives market.
The platform now offers over 300 markets spanning cryptocurrencies, equities, commodities, and indices with leverage options reaching 40-50x.
The HYPE token, which powers governance and fee distribution within the ecosystem, carries a market capitalization of approximately $16.6 billion with prices around $65.
What this means for traders and the broader market Third-party automation tools already exist that connect TradingView alerts directly to Hyperliquid order execution. With native charting now available, the pipeline from analysis to trade becomes even more seamless. A trader can spot a setup on a TradingView chart and route the order to Hyperliquid without the friction of switching between platforms or manually replicating chart data.
The risk calculus isn’t gone. Hyperliquid’s on-chain architecture introduces smart contract risk and potential vulnerabilities that don’t exist on traditional centralized platforms. Its rapid growth also means the system hasn’t been stress-tested across every conceivable market condition. And the CEX label from TradingView, while flattering in terms of perceived quality, might create confusion among traders who assume centralized custodial protections apply when they don’t.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Pump.fun has pulled the plug on its Tokenized Agent launch option, effective immediately. The Solana-based token launchpad says community feedback made the decision clear: too many ways to launch a token was creating toxic player-versus-player dynamics that were hurting everyone involved.
The feature lasted roughly three and a half months. Tokenized Agent launched on March 13, 2026, and was deprecated on June 30, 2026.
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What Tokenized Agent actually did The Tokenized Agent feature let token creators set up AI agents that would take revenue generated by those agents and funnel it back into the token through automated buybacks and burns. Creators could customize the whole thing using a skills.md file, tweaking buyback ratios and burn mechanics to fit their project’s specific needs.
The smart contracts powering these agents operated independently of pump.fun’s direct control. Once set up, they ran on their own.
One important detail: existing tokens that already used the Tokenized Agent feature won’t be affected. Tokens currently in the bonding curve or already migrated to PumpSwap will continue functioning as normal. This is a forward-looking change, not a retroactive one.
A broader simplification push Pump.fun has framed this deprecation as the first step in a larger effort to streamline the platform.
What this means for investors The Tokenized Agent feature offered utility for AI-focused projects looking to build sustainable tokenomics through systematic buybacks and burns. Projects that were planning to use this mechanism now need to find alternative approaches.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
More than 450 million $ASTER tokens are now staked across @Aster_DEX, a figure that underlines growing confidence in the protocol's long-term infrastructure as the network continues to mature.
Staking as a Security Layer Aster Chain is a high-performance, privacy-focused Layer 1 blockchain designed specifically for derivatives trading. It powers Aster DEX, enabling a decentralized exchange environment where traders retain full custody of their assets and benefit from strong privacy protections. The network uses Proof-of-Staked Authority (PoSA) as its consensus mechanism, meaning staked tokens play a direct role in validating transactions and securing the chain. When users stake $ASTER, they delegate their tokens to a validator. Each validator contributes differently to the network, and this performance determines the validator's total rewards.
The initial validator lineup securing the Aster network includes established entities such as Trust Wallet, BNB Chain, World Liberty Financial (WLFI), Lista DAO, and PancakeSwap. With over 450 million tokens now committed, the staking pool represents a substantial portion of tokens locked away from liquid circulation, reinforcing network security and reducing sell-side pressure simultaneously.
Tokenomics Built Around Staking The staking milestone sits within a broader tokenomics overhaul Aster executed earlier this year. Aster ended its fixed monthly token unlock schedule and replaced it with a staking-only emission model, reducing the number of new tokens released each month by 97%. Ecosystem tokens now only enter circulation as staking rewards, at a rate of 450,000 $ASTER per epoch (weekly), equivalent to between 1.8 million and 2.25 million tokens per month.
Aster operates a dual-reward staking model, including a 150,000 $ASTER Base APY and a 300,000 $ASTER Loyalty Rewards program that increases payouts based on a staker's lock duration and trading activity. Tokens locked in staking are temporarily removed from liquid supply, a dynamic that parallels accumulation-driven supply tightening seen in other token ecosystems where staking incentives meaningfully reduce sell pressure.
The project also noted that the new emission model, combined with an existing buyback program, could make $ASTER a deflationary asset over time. The buyback program directs up to 80% of daily platform fees toward $ASTER token purchases. Aster remains one of the top on-chain perpetuals platforms by volume, according to The Block's data, giving the buyback mechanism a steady source of fee revenue to draw from.
The 450 million staking figure signals that a growing share of token holders are opting for yield-bearing security positions over active liquidity, a shift that, if sustained, would tighten available supply and deepen the protocol's validator base as it scales.
Sources:
CoinMarketCap: Aster DEX Slashes Monthly Token Unlocks by 97% With Staking Switch
The Block: Aster Perps DEX Switches to Staking-Only Token Emission Model
Aster Official Docs: Aster Chain Overview
Bitcoin má i přes volatilitu silnější aktivitu na blockchainu: denně potvrzuje 600 000 až více než 800 000 transakcí. Lightning Network v listopadu zaznamenala objem 1,17 miliardy USD ve 5,22 milionu transakcí.
Bitcoin’s price chart might still look like an EKG readout, but underneath the drama, something quieter and arguably more important is happening. The network’s actual payment infrastructure is getting busier, faster, and bigger.
On-chain transaction counts have been holding steady in the range of 600,000 to over 800,000 confirmed transactions per day. Meanwhile, the Lightning Network, Bitcoin’s Layer-2 scaling solution designed to make payments fast and cheap, processed an estimated $1.17 billion across 5.22 million transactions in November 2025 alone.
Lightning grows up The average transaction size on Lightning nearly doubled year-over-year in 2025, climbing from $118 to $223. That shift matters because it signals the network is being used for real commerce and settlement, not just hobbyist micropayments.
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The most dramatic example came in January 2026, when a $1 million payment was routed through Lightning to the exchange Kraken. That single transaction demonstrated that Lightning can handle large-scale transfers, not just the sub-$50 payments it was initially designed to facilitate.
Channel capacity on the Lightning Network reached multi-year highs of over 5,400 BTC by early 2026. Channel capacity is essentially the amount of Bitcoin locked into Lightning’s payment channels, ready to be used for instant transactions. More capacity means the network can handle larger individual payments and greater aggregate volume without bottlenecks.
Base layer stays busy Daily confirmed transaction counts ranging from 600,000 to over 800,000 suggest that on-chain activity remains robust even when prices are volatile. During previous market downturns, on-chain activity tended to crater alongside price. The current pattern breaks that historical tendency.
The growing use of Bitcoin for cross-border remittances is a particularly notable development. Sending money internationally through conventional channels still involves fees that can eat 5-10% of the transfer amount, plus multi-day settlement times. A Lightning transaction settles in seconds for a fraction of a cent.
What this means for investors The doubling of average Lightning transaction sizes is a leading indicator worth watching. If that trend continues, it means Bitcoin’s payment infrastructure is moving upmarket from consumer micropayments to business-to-business settlement and institutional transfers.
For investors evaluating Bitcoin’s fundamental case, the on-chain data tells a story that price charts alone cannot. Transaction counts aren’t declining during volatile periods. Lightning capacity keeps expanding. Average payment sizes are growing. The network is being used for increasingly serious financial activity, from remittances to million-dollar institutional transfers.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
XRP ETF přilákaly 29. června nové čisté přílivy ve výši 15,34 milionu USD. Z toho 11,94 milionu USD směřovalo do Bitwise, který byl v segmentu největším tahounem.
Despite ongoing turbulence in the crypto ETF market putting pressure on many products, funds focused on XRP have stood out as a rare sector where institutional demand remains strong. According to SosoValue data, XRP ETFs attracted a total of $15.34 million in new inflows on the last trading day of June 29.
Bitwise leads the inflowsOf the total daily inflow on June 29, $11.94 million was funneled into Bitwise’s XRP ETF product, making Bitwise the fund with the highest daily inflow in this segment. Market data suggests that Bitwise clients were the main drivers of this positive momentum.
Recognized as a prominent asset manager specializing in digital assets, Bitwise provides institutional investment solutions across the crypto markets.
IndicatorDataTotal XRP ETF inflow on June 29$15.34 millionBitwise daily inflow on the same day$11.94 millionBitwise cumulative net inflow$505.17 millionSince the launch of the Bitwise XRP ETF in November 2025, its cumulative net inflow has reached $505.17 million. Despite a decline in XRP prices in recent months, inflows into the fund have largely continued, highlighting ongoing institutional interest in this product.
On June 29, of the $15.34 million flowing into XRP ETFs, $11.94 million was directed to the Bitwise fund, making it the dominant player for the day.
XRP stands out in ETF performanceOver the past three months, XRP ETFs have outperformed Bitcoin, Ethereum, and the wider group of crypto ETFs in daily performance. The key takeaway here is that while other products have continued to see outflows, inflows to XRP funds have remained stable.
The data indicates that institutional interest in XRP is gaining strength relative to larger market-cap assets. However, this resilience in ETF demand has not translated into equivalent gains in the XRP spot price.
In the past three months, XRP has surpassed both Bitcoin and Ethereum in ETF inflows, maintaining more balanced entries as other major crypto products faced ongoing weakness.
Price impact remains limitedAnalysts note that ongoing demand for XRP ETFs could potentially have a more visible mid-term impact on price. Nevertheless, there remains a noticeable disconnect between institutional fund inflows and actual spot market performance at this stage.
As a result, while robust inflows into XRP ETFs are drawing attention, additional data is needed before a clear price recovery trend can be confirmed.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Ripple has joined an unprecedented consortium of over 140 financial, technological, and crypto heavyweights, including BlackRock, Mastercard, Google, and Visa, to adopt "Open USD."
Cover image via U.Today
Ripple has been included on the list of the 140 financial, technological, and crypto heavyweights that will use a new stablecoin that has been dubbed "Open USD."
The product, which has been backed by titans of the likes of Mastercard, BlackRock, Google, and Visa, and Stripe, aims to address various bottlenecks that have hampered the growth of the stablecoin market (scalability, governance, and other issues).
Open Standard, an independent entity, will be responsible for issuing and operating the new stablecoin, meaning that it will not be controlled by a single corporate issuer.
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A new stablecoin model? The current stablecoin ecosystem often burdens large-scale businesses with prohibitive minting and redemption fees. At the same time, third-party issuers hoard the lucrative yield generated by the underlying cash reserves.
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The new stablecoin is specifically addressing these bottlenecks. Participating businesses will be able to mint and redeem Open USD entirely free of charge. The earnings generated by the stablecoin will be shared by all of the partners. What is notable is that the consortium model also prevents unilateral changes to the protocol.
TradFi, big tech, and cryptoRipple has notably aligned with traditional payment giants like Mastercard, Visa, and American Express, as well as institutional banking heavyweights like BlackRock and BNY.
The project also boasts the backing of major tech platforms such as Google, DoorDash, and Shopify, alongside crypto-native firms like Coinbase, Fireblocks, and Solana.
Open USD will offer Ripple a highly liquid rail for cross-border settlement and decentralized finance operations.
It remains to be seen how Ripple's USD (RLUSD), Ripple's own highly regulated stablecoin with a market cap of $1.4 billion, will fit into this.
Mastercard has noted that it will require "trusted networks, broad participation, and collaboration across the industry."
Evernorth tvrdí, že RLUSD XRP „nepožírá“, ale naopak zvyšuje aktivitu na XRPL. Pár RLUSD/XRP za šest měsíců vytvořil objem 900 milionů USD a síťové poplatky se spalují.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
In the XRP community, the view has recently been gaining strength that the token has finally been left on the sidelines of the market. The logic behind this observation is simple: since Ripple has shifted its focus to its new dollar stablecoin, RLUSD, the "old volatile" XRP will no longer be needed, and liquidity will simply flow into the stable asset.
Analysts at Evernorth, the largest independent XRP treasury, examined the logic behind this fear and explained, using fresh on-chain data from Dune Analytics, why the new dollar does not “eat” XRP, but instead acts as its main catalyst.
Inside the RLUSD and XRP synergyWhen Ripple first launched its digital dollar, investors expected the worst - if large businesses were given a stable dollar for settlements inside the XRP Ledger (XRPL), XRP itself would be written off. In reality, however, everything moved in the opposite direction.
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According to the latest report, 52% of all RLUSD volume now circulates inside XRPL, even though back in April the network’s share was only 17%, while most of the stablecoin was held on Ethereum.
RLUSD in circulation by chain, in dollars., Source: Evernorth citing Dune AnalyticsIn less than a year and a half, RLUSD’s share of trading operations inside XRPL rose from near-zero levels, below 1%, to 12%. Here, Evernorth’s experts make an important point: the market is not abandoning XRP — traders have simply started actively moving dollars through the token.
To understand the essence of this process, the analysts suggest looking at the traditional foreign exchange market. In the global economy, the U.S. dollar participates in most transactions, acting as the main connecting link. Without it, it is difficult to quickly and cheaply exchange, for example, yen for tugriks.
A similar model is now being built on Ripple’s blockchain.
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The direct RLUSD/XRP trading pair has generated $900 million in volume in just six months, creating a deep dollar market that simply did not exist before. Judging by the metrics, these assets are not competing in this pair, but dividing responsibilities:
RLUSD gives businesses a clear dollar value for settlements without exchange-rate swings.XRP remains an independent “bridge” for instant conversion between other assets when the parties on both ends of a transaction do not have a direct match of interests.But the main technical argument for why XRP has not been left out of Ripple’s expansion into stablecoins lies in how the network itself is built. Any operation, transfer, or order in the RLUSD/XRP pair requires a network fee, which is physically and permanently burned.
This creates a simple relationship: the more popular digital-dollar settlements become, the higher the activity in the XRP pair. And the more activity there is, the more XRP tokens are burned, reducing the total supply of the network’s native asset.
As a result, the dollar does not push XRP out of the market. It is built on top of it, generating liquidity and forcing the native token to burn even faster, Evernorth concludes.
SharpLink koupila dalších 10 000 ETH za 16,1 milionu USD a navýšila své držení na 886 725 ETH. Ethereum je přesto na cestě k třetímu čtvrtletnímu poklesu v řadě.
SharpLink has expanded its Ethereum treasury with another 10,000 ETH purchase even as the cryptocurrency has remained on course for its third consecutive quarterly decline.
Summary
SharpLink bought another 10,000 ETH for $16.1 million, increasing its Ethereum holdings to 886,725 ETH. Ethereum is on track for its first-ever third consecutive quarterly loss despite continued treasury accumulation. Bitmine now holds more than 5.7 million ETH, adding to institutional buying as analysts watch the $1,500 support level. According to a company press release, SharpLink acquired the latest 10,000 ETH at an average price of $1,611 per token, spending approximately $16.1 million on the purchase.
The transaction increases the company’s total Ethereum holdings to 886,725 ETH and follows a $75 million capital raise completed through a registered stock offering.
SharpLink continues building its Ethereum treasury Alongside the latest crypto purchase, SharpLink stepped up its capital management efforts by repurchasing more than 2.13 million shares of its common stock, SBET, at an average price of $4.69 per share.
The company said it has now bought back over 4.07 million shares since August 2025. Despite those moves, SBET shares were trading around $4.72 at the time of writing, down nearly 4% on the day.
Source: Yahoo Finance Recent corporate developments have also added to the company’s profile. Earlier this week, SharpLink joined the Russell 2000 and Russell 3000 indexes, extending its presence in major U.S. equity benchmarks while continuing to increase its Ethereum reserves.
SharpLink is not the only listed company expanding its exposure to Ethereum. As crypto.news reported on Monday, Ethereum treasury firm Bitmine purchased another 27,084 ETH during the past week, lifting its holdings to more than 5.7 million ETH.
Based on the company’s figures, those reserves now account for about 4.7% of Ethereum’s estimated circulating supply of 120.7 million ETH, bringing Bitmine closer to its previously stated target of holding 5% of the network’s supply.
Earlier this month, crypto.news also examined the implications of treasury companies accumulating increasingly large portions of Ethereum. The report noted that sustained buying could reduce the amount of ETH available for trading, although concentrated ownership may create additional risks if companies later need to fund operations through debt, equity issuance, or asset sales during weaker market conditions.
Ethereum remains under pressure despite corporate buying Even as treasury companies continue adding to their holdings, Ethereum (ETH) has struggled to regain upward momentum. At the time of writing, ETH traded near $1,560, down about 1% on the day and roughly 25% for the quarter.
Ethereum price chart — June 30 | Source: crypto.news Current market performance also places Ethereum on track to record its third straight quarterly loss, a result that would be the first such streak in the asset’s history if the quarter closes at current levels.
Some analysts nevertheless see the recent weakness as a key technical test rather than a definitive breakdown. According to crypto analyst Ted Pillows, Ethereum could stage a relief rally next month if it manages to hold support around $1,500.
The analyst’s chart also outlined the downside risk if that level fails. Under that scenario, Ted Pillows said Ethereum could fall toward $1,400 or lower, underscoring that price direction in the coming weeks may depend on whether buyers continue defending the current support zone despite ongoing accumulation by treasury firms.
Nebius po nedávném výprodeji zůstává asi 13 % pod historickým maximem, ale firma dál potvrzuje růstový příběh. Cílí na tržby 3 až 3,4 miliardy USD v roce 2026 a ARR 7 až 9 miliard USD.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$43.89▼
$299.86P/E Ratio89.80
Price Target$203.25
Nebius Group NASDAQ: NBIS has been one of the standout AI stories in the market this year, with shares up almost 240% year to date. But the recent bout of AI-related volatility has tested the resolve of even the most committed believers in the neocloud thesis. After surging to an all-time high of $299.86 on June 22, the stock pulled back meaningfully as fears around AI valuations and the durability of the trade swept through the technology sector. Since reaching that all-time high earlier in June, the stock has fallen by almost 13%.
The question now facing investors is straightforward: Does Nebius' elevated valuation leave it dangerously exposed if those fears intensify, or is this still one of the best long-term ways to play the AI infrastructure buildout?
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Nebius Relief Rally Shows AI Sentiment Is StabilizingThe picture brightened considerably at the start of the week. On Monday, June 29, 2026, technology stocks caught a major bid, with memory, semiconductor, and neocloud names all outperforming. Some geopolitical relief appeared to ease pressure on the broader AI trade, and the higher-beta names that had sold off the hardest were among the biggest winners. Nebius rose almost 9% on the session, closing at $261.15.
Even after that move, however, the stock remains well off its peak. At current levels, NBIS sits almost 13% below its 52-week high. That is worth emphasizing because it captures the dynamic unfolding across much of the AI complex right now. Many of these names rallied hard on June 29, but a single strong session does not erase the damage from the recent selloff. Several leading AI infrastructure names, Nebius included, remain meaningfully below their recent peaks.
Nebius Valuation Leaves Little Room for ErrorOverall MarketRank™39th Percentile
Analyst RatingModerate Buy
Upside/Downside27.2% Downside
Short Interest LevelBearish
Dividend StrengthN/A
News Sentiment0.95 Insider TradingSelling Shares
Proj. Earnings GrowthGrowing
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There is no avoiding the elephant in the room. Nebius trades at a price-to-sales ratio of roughly 80 and a trailing price-to-earnings (P/E) above 93. On any conventional measure, that is an extremely rich valuation, and it is precisely why the stock is so sensitive to shifts in sentiment around the AI trade. When a company is priced for years of hypergrowth, even small changes in the market's appetite for risk can produce outsized swings in the share price. That cuts both ways, as June 29's near-9 % jump demonstrated, but it does leave the stock vulnerable if AI fears genuinely intensify from here.
The bears have a legitimate point on this front. A stock trading at 75 times sales has very little margin for error. Any disappointment in execution, any slowdown in contracted revenue, or any broad derating of the AI infrastructure space could hit NBIS harder than its more reasonably valued peers.
Nebius Fundamentals Still Support the AI Growth ThesisThat said, the fundamental story underpinning the valuation has not deteriorated. If anything, it continues to strengthen. Nebius is guiding toward 2026 revenue of $3 billion to $3.4 billion, a staggering increase from the $529.80 million in annual sales it currently reports, and is targeting an annual recurring revenue (ARR) of $7 billion to $9 billion. The company has raised its contracted power capacity guidance to over 4 gigawatts by year-end. Its backlog of contracted revenue, anchored by major multi-year agreements with Meta NASDAQ: META and Microsoft NASDAQ: MSFT, provides forward visibility that few companies growing at this rate can match.
The recent news flow reinforces the trajectory. The 1.7 billion pounds (around $2.3 billion) UK expansion announced in early June, the move up the value stack through the Eigen AI acquisition, and the broader buildout across the US and Europe all point to a company executing aggressively against an enormous opportunity. This is not a speculative concept stock. It is a business converting hyperscaler demand into signed contracts and deployable infrastructure at a remarkable pace.
Nebius Stock: Worry and Opportunity Can CoexistThe honest answer is that both things can be true at once. The valuation genuinely does leave Nebius exposed to sharp drawdowns if AI sentiment sours, and investors should expect continued volatility. But the underlying business remains one of the best-positioned in the entire neocloud space, with contracted revenue visibility, accelerating expansion, and a clear runway for years of growth ahead.
For long-term investors who believe in the AI infrastructure thesis and can stomach the swings, the recent pullback, with the stock still sitting almost 13% below its high even after the surge on June 29, may represent a more attractive entry than chasing the stock at its peak. The key takeaway is this: the selloff was a sentiment event, not a fundamental one. As long as Nebius continues to execute, the long-term thesis remains very much intact.
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Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Rigetti zakončil 1. čtvrtletí 2026 s asi 569 mil. USD v hotovosti a investicích a bez dluhu. Firma chce letos zvýšit kapitálové výdaje na rozšíření Fab-1 a kapacity pro dilution refrigeration.
Key Takeaways Rigetti ended Q1 2026 with about $569M in cash and investments and no debt.Rigetti plans elevated 2026 capex to expand Fab-1 and dilution refrigeration capacity.Rigetti aims to improve gate fidelity and achieve quantum advantage in roughly three years. Rigetti Computing’s (RGTI - Free Report) first-quarter 2026 results reinforced that one of its biggest competitive advantages extends beyond its quantum technology. The company exited the quarter with approximately $569 million in cash, cash equivalents and available-for-sale investments while carrying no debt, giving it ample financial flexibility to fund its ambitious technology roadmap.
Rigetti appears well-positioned to continue investing in fabrication, higher-qubit systems and infrastructure without compromising execution when many early-stage quantum computing companies remain heavily dependent on external financing. Management reiterated that capital spending will remain elevated this year as it expands Fab-1 capabilities, adds dilution refrigeration capacity and advances its chiplet-based architecture, investments that are expected to strengthen its long-term competitive position rather than maximize near-term profitability.
More importantly, management made it clear that the company is prioritizing long-term value creation over short-term financial targets. Rigetti remains focused on improving gate fidelity, scaling its modular quantum systems and achieving quantum advantage in roughly three years, supported by disciplined capital allocation and a strong balance sheet.
The company also plans to invest up to $100 million in the United Kingdom to expand its global quantum footprint while continuing to pursue strategic partnerships that accelerate its roadmap. Although quarterly revenues will likely remain uneven given the timing of large system deployments, Rigetti's financial strength provides the runway needed to execute its technology strategy and capitalize on growing commercial opportunities as the quantum computing market matures.
Peers UpdatesQuantum Computing Inc. (QUBT - Free Report) or QCi announced the completion of acquiring NHanced Semiconductors, Inc. for a combination of cash and QCi stock valued at $73.1 million, subject to customary adjustments, and up to an additional $72.0 million if certain performance targets are achieved. The acquisition marks an important step in QCi’s transition from research-driven innovation and prototyping to scalable commercial production. By adding semiconductor and nanophotonics fabrication capabilities, advanced packaging expertise and specialized engineering talent, QCi is strengthening its operational capabilities and manufacturing readiness.
IonQ (IONQ - Free Report) recently opened a new 22,000-square-foot quantum computing R&D laboratory and semiconductor chip testing facility in Boulder, CO, to support the development of future generations of its trapped-ion quantum computing systems. The facility will enable the company to design, test and refine advanced semiconductor ion-trap chips, with plans to install its first quantum computer later this year. By expanding its presence in Colorado's growing quantum technology ecosystem and leveraging the region's deep-tech talent pool, IONQ aims to accelerate innovation, scale production capabilities and advance its roadmap toward fault-tolerant quantum computing.
Rigetti’s Price Performance, Valuation and EstimatesShares of RGTI have lost 12.3% in the year-to-date period compared with the industry’s decline of 16.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, Rigetti trades at a price-to-book ratio of 11.07, above the industry average. RGTI carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 71.9% improvement from the year-ago period.
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The company currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Centrus Energy má v USA jedinou licenci na výrobu HALEU a jeho dlouhodobý objem zakázek dosahuje 3,9 miliardy USD až do roku 2040. Firma zároveň zvýšila celoroční výhled tržeb na 450 až 500 milionů USD.
Centrus Energy (LEU +2.35%) has been around for decades but began attracting more investor attention in 2019, when it started contracting with the U.S. Department of Energy to enrich uranium and supply high-assay, low-enriched uranium (HALEU) for next-generation reactors. In 2025, that attention elevated further, along with the nuclear industry more broadly, as HALEU was seen as a way to help meet the growing energy needs of data centers across the country. Centrus' share prices spiked from $54 in April 2025 to an all-time high of $464.25 by October 2025. The nuclear stock was riding high at that time on news that it had contracted with the National Nuclear Security Administration to develop low-enrichment uranium for government use.
But since hitting that all-time high, Centrus' stock is trading down about 63%. The reasons for the drop include a mixed first-quarter earnings report, fluctuating spot uranium prices, and concerns about production once a ban on Russian LEU imports takes effect in 2028.
The big price drop has created a potential buy-the-dip situation for investors willing to think long-term about Centrus. Here are three reasons to like the stock's long-term potential.
Image source: Getty Images.
1. Centrus has an effective HALEU monopoly in the U.S. Centrus is the only U.S.-licensed producer of HALEU. That's a huge moat, especially as demand for advanced reactor fuel is expected to grow at a compound annual growth rate of 10.8% through 2033, according to a report by DataIntelo. Centrus management estimates the HALEU market opportunity could reach $8 billion annually by 2035.
The growth of the HALEU market is driven primarily by the shift toward advanced nuclear technologies, including Small Modular Reactors (SMRs) and Generation IV designs. Unlike traditional reactors, these next-generation plants rely on HALEU's higher enrichment levels to achieve longer operational cycles, better fuel efficiency, and enhanced safety.
As governments and private industries push to decarbonize the power grid and meet net-zero goals by 2050, HALEU has become essential for deploying compact, flexible, and reliable energy systems of the future.
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2. Centrus' Q1 was mixed, but it was still a solid quarter Centrus reported its first-quarter earnings on May 5, with earnings per share (EPS) coming in at $0.45, down from the $1.60 EPS it reported the prior year and missing estimates. However, it posted a non-GAAP adjusted EPS of $1.05, crushing Wall Street analyst consensus estimates of $0.33. GAAP earnings were down due to heavy spending on plant expansion, management said.
Revenue for the quarter rose 4.9% year over year, to $76.7 million. Strong demand and solid contract execution prompted management to revise its full-year revenue guidance upward to $450 million to $500 million, up from a previous forecast of $425 million to $475 million.
Centrus has a $3.9 billion long-term order backlog that extends through 2040, providing clarity on the company's future revenue.
3. Don't bet against the government Centrus is not just another utility or mining outfit. It holds a vital, strategic position in Western energy infrastructure. Following aggressive Western pushes to completely decouple from Russian enriched uranium (the import ban goes into effect in 2028), the U.S. government has designated the domestic fuel supply a matter of urgent national security.
Centrus operates under a massive financial cushion, anchored by a multi-phase Department of Energy HALEU contract worth up to $900 million. This effectively de-risks its capital-heavy centrifuge manufacturing build-out with federal taxpayer dollars.
Why the disconnect? The steep year-to-date drop in the stock price largely stems from broader macroeconomic energy shifts, near-term project execution jitters, some investor profit taking, and a highly premium valuation multiple heading into the year. However, the fundamental business performance remains exceptionally strong, making it a prominent good-earnings-down-stock story in the nuclear sector.
The company's huge backlog is growing. On June 19, the company signed an agreement with nuclear power plant builder Oklo to supply enough HALEU to power up to five of Oklo's Aurora powerhouses in Southern Ohio for multiple years, with deliveries to Oklo scheduled to begin in 2029.
Theo investovalo 20 milionů USD do FILQ, tokenizovaného dolarového likviditního fondu Fidelity International, a stalo se první krypto-native platformou s alokací do tohoto fondu. Chainlink zároveň zajišťuje on-chain NAV a distribuční data v téměř reálném čase.
@Theo_network has executed a $20 million investment into $FILQ, Fidelity International's USD Digital Liquidity Fund, through the @Sygnumofficial institutional gateway. The move makes Theo the first crypto-native platform to allocate capital to Fidelity International's tokenized fund.
A First for Crypto-Native Platforms Executed through Sygnum, a Swiss digital asset bank that provides regulated banking, custody, and tokenization services for institutional clients, the allocation adds FILQ to Theo's institutional tokenized Treasury product, thBILL.
FILQ is a Moody's Aaa-mf-rated tokenized US dollar liquidity fund built on Sygnum's Desygnate platform that invests in diversified short-term money market instruments designed to preserve capital and liquidity. That rating places it among the most creditworthy classifications available for money market-style products, signaling confidence in the fund's liquidity quality and credit profile, and suggesting these products are starting to meet the standards traditional investors expect before allocating serious capital.
Chainlink Powers the Data Layer @Chainlink provides on-chain net asset value and distribution data for the fund through its Runtime Environment, while @jpmorgan receives and approves the daily NAV data. Rather than relying on delayed reporting cycles common in traditional finance, Chainlink's oracle network pushes fund NAV and distribution data directly on-chain in near real time, allowing investors to interact with the product continuously rather than waiting for standard market-hour settlement windows.
Fidelity, Sygnum, and Chainlink had already worked together in 2024 to bring NAV data for a $6.9 billion Institutional Liquidity Fund on-chain, and FILQ now turns that earlier collaboration into a fully live tokenized fund.
The launch arrives as treasury-focused tokenized money market funds near $15 billion in assets under management, attracting participation from the world's largest asset managers, digital asset exchanges, stablecoin issuers, and DeFi protocols. Fidelity's move comes as institutional demand for blockchain-based financial products continues to grow, with BlackRock, Franklin Templeton, and JPMorgan expanding their tokenized treasury and money market offerings.
Sources:
Theo becomes first crypto-native investor in Fidelity tokenized fund – CoinTelegraph via TradingView
Fidelity International launches first tokenized USD liquidity fund powered by Chainlink – FXStreet
FILQ – Sygnum Bank
USDT má být zítra stažen z regulovaných evropských kryptoburz, protože Tether nepožádal o povolení podle MiCA. Na burzách s licencí v EU tak zůstává jako hlavní alternativa v souladu s předpisy USDC.
Tomorrow marks the end of USDT’s run on regulated European crypto platforms. July 1, 2026, is the hard deadline for the EU’s Markets in Crypto-Assets regulation, and Tether, the issuer of the world’s largest stablecoin with a market capitalization between $175 billion and $186 billion, never bothered to apply for authorization.
MiCA requires stablecoin issuers to obtain e-money token authorization to operate within the European Economic Area. Without it, exchanges can’t legally offer the token to EEA clients.
Tether has not applied for MiCA authorization as of June 2026, a decision that aligns with its broader posture of focusing on markets outside Europe rather than complying with the bloc’s stringent bank reserve mandates.
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Coinbase Europe delisted USDT back in December 2024. Crypto.com followed in January 2025. Binance’s EEA entity restricted USDT trading pairs in March 2025. Major platforms have already started converting or limiting USDT balances for their European users in anticipation of the final deadline.
Tether also discontinued its euro-denominated stablecoin, EURT, back in 2024, walking away from the European market entirely.
Circle’s USDC and EURC tokens have secured MiCA compliance and remain available across EU-licensed platforms, making Circle’s products the default stablecoin option on regulated exchanges for European traders.
A retail investor using Binance’s European entity will need to switch to USDC or another authorized alternative. A DeFi user interacting directly with smart contracts through a self-custody wallet can keep using USDT, as the regulation targets service providers, not the token itself. No legal actions against Tether itself have been reported in connection with MiCA compliance.
USDT has long been the dominant trading pair denomination across crypto markets globally. When European platforms remove it, trading volumes on those platforms will shift to USDC-denominated pairs or other compliant alternatives.
Tether’s calculus appears to be that the cost of MiCA compliance, particularly the reserve requirements mandating funds be held in European banks, outweighs the revenue from European platform activity. Institutional players and regulated funds operating within the EEA don’t have the option of routing around compliance requirements by switching to non-custodial wallets, making USDC the only compliant option for that segment of the market.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Akcie společnosti Circle klesly téměř o 15 % po představení Open USD, nového stablecoinu od více než 140 firem včetně Visa, Mastercard a Coinbase, který míří na firemní klienty USDC. Open USD má partnerům ponechat výnosy z rezerv, což ohrožuje hlavní zdroj příjmů Circle.
Shares of Circle Internet Group (CRCL) fell on Tuesday after Open Standard unveiled Open USD (OUSD), a dollar stablecoin backed by more than 140 companies, including Visa, Mastercard, and Coinbase, that targets the market its USD Coin (USDC) token leads.
The launch puts payment networks, banks, and crypto firms behind a single token. It lands as Circle’s USDC and Tether’s USDT control most of the stablecoin market.
Circle (CRCL) Stock Performance. Source: TradingViewWhy Circle’s USDC Faces PressureOpen USD goes after the enterprise users that drive USDC adoption. Businesses can mint and redeem it for free, and partners keep the earnings on its reserves after a small fee.
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That model strikes at how Circle makes money. Reserve interest produced 99% of its revenue in 2024, its filing shows.
Circle paid Coinbase $908 million that year to distribute USDC. Now Coinbase has joined a rival that lets partners keep those reserve earnings.
Circle stock fell nearly 15% on the news, touching its lowest level of the session. It extended a weak run after Circle’s stock rally from $50 to $129 in six weeks earlier this year.
The bigger risk is distribution. Circle gained ground as USDC overtook Tether in corporate transfers. Yet Open USD’s backers include the networks that move most of that money.
Circle still holds advantages. Its USDC carries regulatory standing in the US and Europe and deep exchange liquidity.
A Consortium Stands Behind Open USDOpen Standard will run the token through an independent board of its partners. Zach Abrams leads the company on an interim basis. He co-founded Bridge, the stablecoin firm Stripe bought for $1.1 billion in 2025.
The backers span finance and technology, from BlackRock and BNY to Google and Shopify. Many already run their own stablecoins or build stablecoin infrastructure firms, echoing Mastercard’s recent stablecoin payment integrations.
Stripe tied its payments business directly to the token.
“Open USD will be the default stablecoin for businesses running on Stripe…” read an excerpt in the announcement, citing Will Gaybrick, president of technology and business at Stripe.
Circle, Tether, and PayPal all sat out the venture. Tether’s USDT leads at about $185 billion and Circle’s USDC follows near $74 billion.
Total Stablecoin Market Cap. Source: DefiLlamaAll these notwithstanding, the history is not encouraging for consortiums. Visa, Mastercard, and Stripe each backed Facebook’s Libra stablecoin in 2019, then abandoned it within months under regulatory pressure.
Open USD goes live later this year on Plasma and other chains built for stablecoin payments.
The timing matters for Circle, whose USDC revenue-sharing deal with Coinbase comes up for renewal in August.
Apple vzrostl o více než 2 % poté, co se investoři vrátili k velkým technologickým titulům. Firma zároveň znovu hledá úlevu od rostoucích nákladů na paměti.
Apple Inc. (NASDAQ:AAPL) stock was up more than 2% on Tuesday as investors rotated back into large-cap technology stocks during a risk-on trading session. The Nasdaq gained 1.46%, while the S&P 500 advanced 0.69%.
The rebound follows a sharp selloff last Thursday, when Apple shares fell more than 6%, marking their steepest one-day decline since April 2025.
The drop came after the company raised prices on its Mac and iPad lineup, prompting investors to assess whether Apple can pass higher component costs on to consumers ahead of any potential iPhone price increases.
The stock remains in focus as investors weigh rising memory costs, the possibility of higher iPhone prices, and Apple’s efforts to expand its supply chain by working with Chinese memory manufacturers.
Apple Seeks Relief From Memory CostsApple is again asking the administration for more flexibility to work with Chinese memory suppliers as it deals with a severe component cost and supply crunch, CNBC reported Saturday.
The effort is part of a broader push by U.S. technology companies seeking clearance from the White House, the Commerce Department, and the Pentagon to qualify Chinese vendors without violating U.S. restrictions.
Chinese memory suppliers could help Apple lower costs and gain more leverage with existing suppliers, according to the report. Apple may use those chips in devices sold outside the U.S., especially in China and parts of Asia.
However, adding a new supplier could take months of testing, security checks, and factory reviews.
Analysts See Apple Managing The PressureWedbush Securities analyst Dan Ives told CNBC on Friday that Apple had to raise prices to protect margins amid sharply rising memory costs across the technology supply chain.
Ives said Apple waited as long as possible and made the move at the right time as it enters what he expects to be a major three-year hardware cycle. He expects only limited demand weakness, possibly around 1% to 2% churn on some high-end products.
Albion Financial Group CIO Jason Ware told CNBC Saturday that investors should continue to own Apple despite recent price hikes and stock weakness.
Ware said Apple has a strong long-term setup, supported by upper-single-digit revenue growth, margin expansion, and a large share buyback program.
He said Apple’s affluent customer base remains willing to upgrade, while pricing power should help protect margins without causing major demand weakness.
Ware also pointed to a possible foldable iPhone launch this fall as a driver of upgrades.
Analysts maintain a consensus Buy rating with an average price forecast of $324.16. Recent research includes Evercore ISI reiterating an Outperform rating with a $365 price forecast, KGI Securities downgrading the stock to Hold with a $315 forecast, and Bank of America Securities maintaining a Buy rating with a $380 price forecast.
Technical Picture Remains ConstructiveApple continues to trade above its long-term trend indicators. The stock is about 4.3% above its 100-day simple moving average and 6.8% above its 200-day simple moving average, keeping its broader uptrend intact.
However, the shares remain 2.5% below the 20-day SMA and 1.3% below the 50-day SMA. That suggests the stock is still working through a short-term consolidation.
The relative strength index stands at 46.05, indicating neutral momentum. The reading suggests buyers and sellers remain balanced rather than signaling a decisive breakout.
Key resistance sits near $302.50, while support is around $287.50.
Price ActionAAPL Stock Price Activity: Apple shares were up 2.32% at $288.27 at the time of publication on Tuesday, according to Benzinga Pro data.
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Průzkum Jefferies ukázal, že 95 % IT manažerů čeká příští rok vyšší cloudové rozpočty a 56 % CIO plánuje více utratit za AWS. To podporuje Amazonovy investice do AI infrastruktury.
There's a growing argument that the market has been pricing Amazon.com Inc. NASDAQ: AMZN on fear rather than fundamentals in recent weeks. The CapEx concerns, the FTC noise, and the Blue Origin setback have all combined to leave the stock looking unusually unloved.
Amazon.com Today
$238.71 -1.43 (-0.59%)
As of 03:18 PM Eastern
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52-Week Range$196.00▼
$278.56P/E Ratio28.55
Price Target$312.78
But beneath the headlines, the underlying demand picture for one of Amazon's biggest growth engines is suddenly looking very strong. As we'll see below, a new survey of IT executives by Jefferies has just delivered exactly the kind of data point the bulls have been looking for. According to the poll of 40 tech executives, cloud spending is expected to grow more than 10% in 2026, up from 9.6% in 2025.
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Even more strikingly, an overwhelming 95% of respondents said they expect their cloud budgets to increase next year.
For Amazon, whose AWS unit is the world's leading cloud provider, that's exactly the kind of demand backdrop that the recent share price weakness has not priced in.
The Survey That Changes the ConversationShares of Amazon are currently trading around $240, having recovered modestly from last week's lows but still down meaningfully from the all-time highs set last month. The selling pressure has been driven by a familiar mix of CapEx concerns and a broader cooling in sentiment toward AI infrastructure plays. That backdrop is exactly what makes the Jefferies survey so timely.
Amazon.com, Inc. (AMZN) Price Chart for Tuesday, June, 30, 2026
The survey showed "bullish spend intentions" for AWS specifically, with 56% of CIOs expecting to spend more on the platform in 2026. While placing AWS slightly behind Microsoft Corp NASDAQ: MSFT in the rankings, the data still strongly endorsed the platform's positioning at a time when the market has been questioning whether Amazon's enormous CapEx spending will translate into meaningful revenue.
Why This Hits Right Where the Market Is WrongThe reason this matters so much is that it directly challenges the bearish narrative that's been driving the recent selloff. Much of Amazon's underperformance has come down to a single concern—that the company is spending too much on AI infrastructure too fast.
However, the Jefferies survey points to exactly the kind of demand picture that supports the CapEx story. If 95% of CIOs plan to increase cloud spending next year, and AWS is clearly a beneficiary of that trend, then the spending Amazon has been doing on data centers and AI infrastructure isn't speculative. It's being built to meet demand that the customers themselves are explicitly telling analysts they plan to deliver.
In other words, the bulls who've been arguing that the CapEx concern is overblown just got a serious data point to support their case. The market may not have caught onto it yet, but it usually doesn't take long for survey data this constructive to start showing up in analyst notes and revised earnings estimates.
The Bigger Strategic PictureWhat makes the survey particularly encouraging is the role of AI within it. About 68% of CIOs now have a dedicated AI budget, and around 11% of overall IT budgets are now allocated to AI workloads. Just as importantly, 73% of respondents said their actual year-to-date AI spending is tracking above their initial budgets, with some companies already having burned through their full annual AI allocation.
For AWS, which sits at the heart of the AI infrastructure stack and counts Anthropic as one of its most important customers, that's exactly the kind of dynamic that should compound into meaningful revenue growth in the quarters ahead.
Combine it with its other deepening enterprise AI partnerships, and the continued momentum within the broader Amazon business, and the bull case at $240 looks considerably more attractive than the recent price action would suggest.
Where That Leaves the OpportunityTo be sure, none of this immediately solves the near-term challenges Amazon faces. The FTC situation is still in play, the broader AI CapEx narrative will take time to shift, and there could be more volatility ahead before sentiment fully turns. The patience tax that comes with owning Amazon right now is real.
But for those willing to look past the noise, the Jefferies survey quietly shifts the underlying argument. The market has been worrying about whether AWS's demand justifies the spending. The customers themselves are now telling analysts it does.
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MarketBeat just released its list of the 7 hottest IPOs expected to hit Wall Street in 2026. See which companies are preparing to go public and why investors are watching closely.
United Airlines spustí od 17. prosince 2026 přímé lety z Houstonu a Washingtonu Dulles do Cartageny, čímž se stane první americkou aerolinkou na obou trasách. Cartagena bude třetí destinací United v Kolumbii.
Key Takeaways UAL will launch nonstop flights to Cartagena from Houston and Washington Dulles on Dec. 17, 2026.UAL adds its third Colombia destination, complementing long-standing service to Bogota and Medellin.UAL plans upgraded onboard features and free Starlink Wi-Fi for MileagePlus members to enhance travel. United Airlines (UAL - Free Report) announced the launch of new nonstop flights from Houston Intercontinental Airport (“IAH”) and Washington Dulles International Airport (“IAD”) to Cartagena, Colombia, effective Dec. 17, 2026, subject to government approval. With this move, United will become the first U.S. airline to offer nonstop service on both routes, further expanding its international network in Latin America.
The new services will operate year round with four weekly flights from each hub, using Boeing 737 aircraft. The expansion adds Cartagena as United's third destination in Colombia, complementing its existing operations to Bogotá and Medellín, where the airline has maintained a presence for more than 30 years.
The new routes are expected to strengthen United's connectivity across North America by linking Cartagena to more than 70 destinations through its Houston and Washington Dulles hubs. The expansion also reinforces the airline's leadership in Latin America, where it already offers the largest network from Texas and the Washington, D.C., region.
Alongside network expansion, United continues to enhance its customer offering by deploying aircraft equipped with seatback entertainment screens, Bluetooth connectivity and larger overhead bins. The airline also plans to introduce free Starlink Wi-Fi for MileagePlus members, underscoring its focus on improving the travel experience while supporting long-term international growth.
UAL’s Share Price PerformanceUAL’s shares have gained 68.9% over the past year compared with the Transportation - Airline industry’s 43.3% growth.
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UAL’s Zacks RankUAL currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
EXPD currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Expeditors has an expected earnings growth rate of 11.9% for 2026. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
Moderna oznámila, že poradní výbor FDA jednomyslně podpořil její mRNA vakcínu proti chřipce mRNA-1010 pro osoby ve věku 50 let a starší. Schválení může přijít už 5. srpna.
After a significant slump following the height of the COVID-19 pandemic, Moderna (MRNA +0.53%) share prices have ripped higher over the past year, surging nearly 150%. Various factors have driven Moderna's rebound, including regulatory progress on one of its most anticipated products.
Yet even as this news, plus additional promising announcements, suggests a further recovery ahead for this pandemic-era favorite, keep in mind how much of this "comeback potential" is already priced into one of the hottest biotech stocks.
Image source: Getty Images.
Why Moderna is surging higher On June 18, Moderna disclosed how a Food and Drug Administration (FDA) advisory committee voted unanimously that the benefits of its mRNA-based flu vaccine, mRNA-1010, outweigh the risks among patients aged 50 or over. The FDA could approve mRNA-1010 as soon as Aug. 5. The candidate is also currently under regulatory review in Australia, Canada, and the European Union.
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Other news has also lifted sentiment. The company's recent investor day also included a surprise announcement that it is gearing up to develop an in vivo CAR-T candidate. Success with this endeavor could help Moderna diversify into respiratory, oncology, and rare-disease treatments.
Tread carefully amid the hype There's substance to the market's bullish shift on Moderna, but things have arguably gotten out of hand. After its hot run, the company now has a market cap of around $26.7 billion. As Moderna is currently unprofitable, this valuation is clearly based upon the future potential of its non-COVID-19 products. However, the estimated total addressable market for flu vaccines is only around $9.5 billion. Moderna will likely need to gain dominant market share for this to translate into sales and earnings that help justify the stock's current valuation.
Even when factoring in future potential with CAR-T and other treatments, many of these early products remain years away from commercialization. In the meantime, as Moderna continues to burn through its cash position to fund its post-COVID-19 comeback, the company could be at increased risk of a dilutive equity offering. Even if you're bullish on Moderna's long-term rebound potential, you may want to wait until some of the latest hype fades before buying.
Thomas Niel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Moderna. The Motley Fool has a disclosure policy.
ZTO Express zvýšil odhad zisku pro rok 2026 a čeká objem balíků 42,37 až 43,52 miliardy, tedy růst o 10–13 % meziročně. Firma také schválila zpětný odkup akcií až za 1,5 miliardy USD.
Key Takeaways ZTO's earnings estimates for 2026 have been revised higher, signaling solid broker confidence.ZTO expects its 2026 parcel volume to be between 42.37 billion and 43.52 billion (up 10-13% year/year growth).ZTO has gained in the past year and outperforms its industry, but lags its peers like SNDR and EXPD. ZTO Express (ZTO - Free Report) performed well in the past year and has the potential to sustain the momentum in the future. The positive sentiment surrounding ZTO Express stock is evident from the fact that the Zacks Consensus Estimate for the full-year 2026 earnings has been revised upward in the past 90 days. The consensus mark for full-year 2027 earnings has also been projected downward in the past 90 days.
The favorable estimate revisions indicate brokers’ confidence in the stock.
Image Source: Zacks Investment Research
Given this backdrop, the question now arises whether it is worth buying, holding, or selling the ZTO Express stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of ZTO StockZTO Express’ top line continues to benefit from the strong performance of the core express delivery services unit. Notably, revenues from the core express delivery business increased 22.5% year over year in first-quarter 2026, owing to 13.2% growth in parcel volume and an 8.2% increase in parcel unit price. Key account revenue, generated by direct sales organizations, grew 92.2% year over year, owing to an increase in e-commerce return parcels. Based on current market and operating conditions, ZTO Express expects its 2026 parcel volume guidance in the range of 42.37 billion to 43.52 billion (reflecting 10-13% year over year growth).
ZTO Express’s efforts to reward its shareholders even in the present uncertain scenario are noteworthy. ZTO’s board has approved a new share repurchase program in March 2026, authorizing the repurchase of up to $1.5 billion of its shares over the next 24 months, effective from March 20, 2026, through March 20, 2028. ZTO Express anticipates funding these repurchases utilizing its existing cash balance. Such shareholder-friendly efforts boost investor confidence and positively impact the company’s bottom line.
Impressive Valuation Picture for ZTO ExpressZTO Express looks cheap from a valuation standpoint. Considering the forward 12-month price-to-earnings ratio (P/E-F12M), ZTO Express is trading at a discount compared to the industry.
The stock has a forward 12-month P/E-F12M of 10.31X compared with 16.40X for the industry over the past five years. The company’s forward 12-month P/E-F12M ratio is also below the median level of 13.47X over the past five years. These factors indicate that the stock’s valuation is attractive. ZTO Express has a Value Score of A.
ZTO P/E Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
ZTO Stock’s Price PerformanceShares of ZTO Express have gained 24% over the past year, outperforming the Zacks Transportation - Equipment and Leasing industry’s 16.7% increase. However, the company fared unfavorably when compared with that of other industry players, Expeditors International of Washington, Inc. (EXPD - Free Report) and Schneider National, Inc. (SNDR - Free Report) .
ZTO Stock’s One-Year Price Comparison Image Source: Zacks Investment Research
Time to Buy ZTO StockApart from being attractively valued, the upbeat performance of the core express delivery services segment is a positive for ZTO Express. The uptick was driven by an increase in parcel volume and an increase in parcel unit price. ZTO Express expects its 2026 parcel volume guidance to be in the range of 42.37 billion-43.52 billion, reflecting an increase of 10-13% year over year. ZTO Express’s efforts to reward its shareholders look encouraging.
We believe that the positives surrounding the stock (as highlighted throughout the write-up) outweigh the concerns regarding higher selling, general and administrative expenses, which are pushing up operating expenses and hurting the bottom line, coupled with the highly competitive domestic express delivery market. We, therefore, suggest investors add ZTO Express stock to their portfolios for healthy returns. The company’s Zacks Rank #2 (Buy) further supports our thesis. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Wells Fargo plánuje zvýšit dividendu za 3. čtvrtletí 2026 o 11 % na 50 centů na akcii, pokud to v červenci schválí představenstvo. Zároveň pokračuje ve zpětném odkupu akcií; v programu zbývá 25,7 mld. USD.
Key Takeaways WFC plans to raise its Q3'26 dividend by 11% to 50 cents per share, subject to the board's approval in July.Following the Fed's 2026 stress test, WFC's stress capital buffer remains at the 2.5% regulatory minimum.WFC continues buybacks with $25.7B remaining authorization, backed by strong liquidity. Wells Fargo & Company (WFC - Free Report) remains committed to rewarding shareholders through dividend payments and share repurchases while maintaining a strong capital position. Following the successful completion of the Federal Reserve's 2026 supervisory stress test on June 24, 2026, the company announced its intention to increase its third-quarter 2026 common stock dividend by 11% to 50 cents per share, subject to board approval in July.
Prior to this planned increase, Wells Fargo raised its quarterly dividend by 12.5% to 45 cents per share in July 2025. Over the past five years, the company has increased its dividend six times. WFC has a five-year annualized dividend growth rate of 24% and a payout ratio of 27%. It currently offers a dividend yield of 2.2%, higher than the industry's 1.7%.
Dividend Yield
Image Source: Zacks Investment Research
Notably, as announced by the Federal Reserve in February 2026, this year's stress test results did not impact bank capital requirements, and Wells Fargo's stress capital buffer remained at the regulatory minimum of 2.5%, providing continued flexibility to return capital to shareholders.
Apart from dividends, Wells Fargo has been actively executing share repurchases. In April 2025, the company's board of directors authorized an additional $40 billion share repurchase program, following the $30 billion authorization announced in July 2023. As of March 31, 2026, approximately $25.7 billion remained available under the repurchase authorization.
As of March 31, 2026, Wells Fargo had total debt of $450.5 billion, comprising $183.9 billion of long-term debt and $266.6 billion of short-term borrowings. It also held $174.8 billion in liquid assets, including cash and due from banks as well as interest-earning deposits with banks. Further, the company's liquidity coverage ratio of 120% remained comfortably above the regulatory minimum requirement of 100%, reflecting a solid liquidity position. The company also carries investment-grade long-term issuer ratings of A+ from Fitch Ratings, A1 from Moody's and BBB+ from S&P Global Ratings. These ratings reflect that the company will likely be able to continue meeting its debt obligations, even if the economic situation worsens.
With an expected dividend increase, a sizable share repurchase authorization, strong liquidity and a resilient capital position, Wells Fargo appears well-positioned to continue rewarding shareholders through a combination of steady income and capital returns.
How Is WFC Placed in Capital Returns Compared With Peers?Other large banks, including Citigroup Inc. (C - Free Report) and The PNC Financial Services Group (PNC - Free Report) , also announced enhanced capital return plans following the completion of the Fed's 2026 stress test process.
Citigroup plans to increase its quarterly common stock dividend by 12% to 67 cents per share from 60 cents, subject to quarterly approval by its board of directors, beginning in the third quarter of 2026. The company also commenced a $30 billion multi-year share repurchase program in the second quarter of 2026. Prior to this, Citigroup's board had authorized a $20 billion share repurchase program in January 2025, under which $0.5 billion remained available as of March 31, 2026.
PNC Financial plans to raise its quarterly cash dividend by 18% to $2 per share from $1.7, subject to board approval at its July 6, 2026, meeting. Beyond dividends, the company continues to execute share repurchases under its 100 million-share authorization approved in July 2022. As of March 31, 2026, nearly 32 million shares remained available for repurchase.
WFC’s Price Performance & Zacks RankWells Fargo shares have rallied 4.9% in the past three months compared with the industry’s growth of 15.7%.
Price Performance
Image Source: Zacks Investment Research
At present, WFC carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
THORChain Podcast #198: Live Monero Demo ft. jpthor & KentonC137 | May 14, 2026 | Watch the full episode on YouTube
By Raynalytics
TL;DRJP ran a live Monero demo on a 7-node THORChain chainnet with real funds, executing the first end-to-end decentralized $RUNE to $XMR swap with full vault auditability across signing and non-signing nodes.The implementation uses a deterministic view key (SHA-512 of "thorchain view key") plus on-chain key images and per-transaction signing keys to make every Monero inbound, outbound, and vault balance publicly auditable.Monero runs as a Rust sidecar alongside Bifrost, built on Luke Parker's Serai signing stack and the Monero Oxide wallet library, plumbed into THORChain by Boone.JP and Chad disagree on running multiple Asgard vaults versus a single vault for Monero, a question to be resolved before the mainnet rollout.The code is functional today, but mainnet is gated on more stress testing. When it ships, expect a guarded launch with small pools.Where things stand (June 2026): This recap revisits JP's live demo from May 14. In the weeks since, Chad Barraford confirmed on THORSday #209 that Monero now works end-to-end on the chainnet test environment, with real $XMR swaps, liquidity adds and removes, and churns all confirmed. A live $XMR launch is targeted for roughly a month after THORChain's trading restart, barring a bug that forces a v3.20 change, with Zcash ($ZEC) one to two weeks behind. Mainnet is not live yet.
IntroductionThis was not a typical podcast episode. JP joined Kenton and ran a fully live Monero implementation on a real-fund chainnet: seven nodes churning, two Asgard vaults, key gens, key signings, the works. By the end of the call, JP had executed the first end-to-end decentralized $RUNE to $XMR swap, audited the transaction with a key image and a signing key, and confirmed his receiving wallet got paid. This was THORChain producing the proof that years of Monero integration work actually delivers.
What follows is a recap of the architecture, the audit primitives, the live result, and the open questions still on the table before mainnet.
1. The Live Demo: Seven Nodes, Real Funds, Real SwapJP began by tearing down his existing chainnet and redeploying it from scratch. The deploy spooled up seven THORChain nodes and one genesis vault, then churned into a six-active-node, two-Asgard-vault configuration. He added 0.5 $XMR and 500 $RUNE to each active vault, waited for confirmations, then fired off a 100 $RUNE to $XMR swap back to his own Monero wallet.
It worked. The signing nodes generated the transaction, produced a key image and a transaction signing key, propagated those to the non-signing nodes for verification, then settled the outbound. JP pasted his recipient address and the transaction key into a Monero block explorer's proof-of-payment tool and confirmed receipt.
"Real money, real funds. I love it when a plan comes together." (JP)Across all seven nodes, signing, non-signing, and standby, the reported $XMR balance converged. The on-chain vault state matched the actual Monero wallet state, and gas accounting was correct. After the swap, the protocol began an unhalted churn, generating two new Asgard vaults and migrating funds in multiple rounds without breaking auditability.
2. How THORChain Audits Monero Without a Privacy BackdoorThe core challenge with Monero on a transparent chain is making the vault state verifiable, since Monero hides addresses and amounts by default. JP's solution rests on three primitives.
Deterministic view key. Every THORChain Monero vault uses the same private view key, derived from SHA-512("thorchain view key"). It is global and public, so anyone can see inbounds to any THORChain Monero vault and confirm the amounts. Standard Monero wallets never expose their view key. THORChain's vaults do, by design.
Key images. A view key alone does not reveal when outputs are spent. For every inbound, THORChain kicks off a key image ceremony, essentially a 2/3 threshold ceremony similar to a key signing ceremony. The resulting key image is stored on-chain. When that key image later appears as spent on the Monero blockchain, anyone can audit the vault's debits.
Transaction signing keys. For every outbound a signing subset produces, they also generate a transaction signing key and propagate it to the non-signing nodes. Plug the transaction key plus the recipient address into a Monero proof tool, and the destination and amount are verifiable. This is how the rest of the network confirms the signers did what they were supposed to, and did not reroute funds.
Put together, these three primitives let anyone audit every Monero inbound, every spent output, and every outbound on every THORChain vault, in real time. As Kenton summarized it on the call:
"THORChain doesn't become more private by adding Monero. THORChain is actually bringing more publicity to the Monero transactions that occur on THORChain. Anything private has to happen on the Monero chain itself." (Kenton)JP agreed:
"THORChain actually honestly doesn't know that Monero is a privacy chain. THORChain thinks Monero is just literally Bitcoin." (JP)The audit model is what makes the integration possible. Without it, JP noted, the nodes could just steal.
3. Architecture: A Rust Sidecar Built on Serai and Monero OxideMonero is the first chain client where THORChain runs a dedicated sidecar process alongside the Go-based Bifrost. The sidecar is written in Rust because it needs to host the FROST signing engine for Monero, and because the entire Rust Monero stack is more mature than any Go equivalent. Bifrost orchestrates: it tells the sidecar when to key gen, when to key sign, with what amount and to what address. The sidecar executes.
The foundation is Luke Parker's work. Luke, the lead developer of Serai, built both the modular FROST stack THORChain depends on for threshold key generation and signing, and Monero Oxide, the Rust-based Monero wallet library THORChain uses for everything from view key derivation to vault address generation to transaction construction, decoy selection, and fee computation.
"All the Monero stuff is based on Luke's work. We just kind of plumbed it into THORChain's semantics." (JP)Boone did the plumbing. JP credited Boone explicitly for taking Luke's libraries and adapting them to THORChain's Bifrost architecture.
THORChain also runs a fork of the Monero TS wallet library, published on the THORChain GitHub, which adds 255-byte TX extras. That is the change that lets THORChain memos ride alongside Monero transactions. Any wallet integrating Monero with THORChain needs roughly three lines of code to adopt the same pattern, and 255-byte memos are already valid on the Monero base layer, JP noted, which most integrators do not realize.
4. Handling Monero's QuirksMonero behaves differently from Bitcoin in ways the implementation has to absorb.
10-block lock per UTXO. Every Monero output is locked for 10 blocks after receipt, roughly 20 minutes. The signers track lock state per UTXO and refuse to sign until the spendable balance is available. THORChain does not see the lock directly; it just schedules the outbound and the signers say "talk to me in nine blocks." If one vault is fully locked, THORChain reschedules the transaction to the other active vault. Streaming swaps are not affected, JP confirmed, because Chad recently shipped a feature that begins the streaming swap clock as soon as the deposit kicks off confirmation counting.
Gas budget. Monero gas accounting is hard, so THORChain hardcodes a 120,000-unit budget per outbound, about 42 cents at current prices. Real transactions usually come in closer to 4 cents, so there is a roughly 10x buffer. Simple, predictable, slightly overpaid.
Zero-output change. Every Monero transaction must have two outputs (the real destination plus a dummy from a decoy ring). When THORChain does not actually need a change output, it produces a zero-amount second output and ignores it on the receiving side. This applies to consolidations, migrations, and any one-recipient outbound.
Consolidation strategy. JP proposes consolidating 10 UTXOs down to 5 at a time rather than larger batches. Gas scales linearly with UTXOs, and so does signing time. Keeping consolidations bounded keeps both manageable.
Birthday-based scanning. Each Monero vault saves its creation block height on-chain. Sidecars scan from that birthday forward rather than from Monero genesis. A rescan mode lets any node rebuild its sidecar inventory from scratch by pulling addresses, birthdays, key images, and the view key from THORChain itself. JP says he has tested it ad nauseam.
Old vault refunds. If someone sends Monero to a retired vault, THORChain cannot auto-refund because it cannot identify the sender address. The funds flow to the latest active vault instead, available for a manual treasury refund if the sender produces their transaction private key to prove ownership.
5. Single Vault or Multiple? An Open DebateThe most consequential open question from the episode: should THORChain run one Monero vault or many?
JP's position is to run multiple Asgard vaults, the same way Bitcoin and Ethereum work today. Multiple vaults give the network redundancy when 10-block UTXO locks tie up one vault's spendable balance, and they limit the impact of any single signer set going offline. The trade-off is more key gens, more key image ceremonies, and unproven scalability of FROST Monero across all 100 nodes simultaneously.
Chad's position is to run a single vault. With one vault, every node is a signer, which lets the implementation skip the multi-vault key image generation overhead and simplify the protocol surface area.
Kenton pushed back on the disconnect directly, telling JP that he and Chad clearly need to sort this out: Chad is saying one vault, JP is saying multiple. JP indicated multiple is more aligned with how the other chain clients already work, and that moving to a DKLS-based ECDSA TSS library could eventually make single-vault designs viable. He will continue the conversation with Chad before mainnet, and Kenton suggested running both configurations on mainnet for a few weeks each to observe behavior. The decision is open.
6. AI-Assisted Development, and the "Vibe Coded" QuestionJP addressed criticism that the Monero implementation is "vibe coded" head-on. His view: AI tooling (Claude, Codex, GPT 5.5) lets him work an order of magnitude faster than five years ago, when the team spent a year building the original Bitcoin Bifrost. Tasks that used to require hand-grepping logs across 100 nodes now take minutes when AI can crawl them.
But the workflow is not hands-off. JP described it as juggling, with constant supervision required: one slip and the whole thing crashes down. He uses separate AI conversations per stack component and trains each with project-specific skills.
"The code only works if it's correct. If it didn't work, then you would not see these correct numbers. Gas accounting would be wrong, the balances wouldn't match." (JP)Kenton's framing: it does not matter whether the code starts as vibe-coded or hand-written. What matters is whether it gets reviewed, tested, and verified to work. By that test, the Monero implementation is human-approved code regardless of how the first draft was produced.
7. Future-Proofing for FCMP++ and CarrotAn audience question raised the upcoming Monero hardfork, which introduces FCMP++ (Full-Chain Membership Proofs Plus Plus) and the Carrot addressing protocol. Carrot adds outgoing view keys, forward secrecy, and other privacy and usability features while maintaining backward compatibility with existing Monero addresses.
JP's expectation is that the upgrade should be plug-and-play for THORChain. Luke Parker's Serai and Monero Oxide stacks will absorb the changes upstream. When the hardfork ships, THORChain will pause Monero trading, upgrade its sidecar dependencies, and unpause, with no expected protocol-level rework on THORChain's side and no expected long downtime.
What to WatchMore stress testing on chainnet. JP planned to run automated scripts that throw every edge case at the implementation: bad memos, wrong gas, old vault refunds, mismatched routing. If solvency holds after sustained abuse, the path to mainnet is clear.JP and Chad converging on vault architecture. Single vault or multiple is unresolved and material. Watch for a follow-up between them.Chainnet to stagenet to mainnet rollout. The chainnet code is the mainnet code, and the deploy pattern is identical. Mainnet is a confidence question, not a code question.A guarded launch when live. Expect small pools and small trades at first. JP and Kenton both flagged that Monero could need several months on mainnet before it is fully battle-tested.FCMP++ and Carrot hardfork handling. Monero's hardfork is on the near-term horizon. The plan is a brief THORChain pause for sidecar upgrades, then resume."We could launch this on mainnet tomorrow. It just depends on how confident we are that we're not going to hit a bug." (JP)More THORChain data, check out raynalytics.net
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AbbVie za týden vzrostla téměř o 11 % po oznámení akvizice společnosti Apogee za 10,9 mld. USD a po rozšíření indikací Skyrizi pro pediatrické pacienty se středně těžkou až těžkou ložiskovou psoriázou v USA i Evropě a Rinvoq pro alopecii areata a vitiligo v EU.
Key Takeaways ABBV gained nearly 11% in a week as multiple developments boosted long-term growth confidence.AbbVie's $10.9B Apogee deal strengthens its immunology portfolio and future competitive position.ABBV expanded Skyrizi and Rinvoq opportunities while advancing neuroscience and oncology growth. Shares of AbbVie (ABBV - Free Report) have gained nearly 11% in the past week, translating to roughly $43 billion in market value. The upside was driven not by a single catalyst but by several positive developments that fueled investor confidence in the company’s long-term growth prospects.
The momentum began after AbbVie unveiled its $10.9 billion acquisition of clinical-stage biotech Apogee Therapeutics. The transaction is intended to strengthen the company's immunology franchise for the next decade and beyond, while enhancing its long-term competitive position against Dupixent, the blockbuster immunology therapy jointly marketed by Sanofi (SNY - Free Report) and Regeneron (REGN - Free Report) . More importantly, the acquisition appears to have eased one of the market's biggest concerns — how AbbVie plans to sustain growth once its current blockbuster therapies, Skyrizi and Rinvoq, eventually mature.
The Apogee acquisition is only one component of AbbVie's broader strategy to reinforce its leadership in immunology. At the same time, the company continues to expand the commercial reach of its existing products through new regulatory approvals that extend their addressable markets.
Last week, AbbVie secured approvals in both the United States and Europe to expand the label for Skyrizi, allowing its use in pediatric patients with moderate-to-severe plaque psoriasis. The expanded indication broadens the drug’s addressable patient population and further strengthens one of the company's key growth drivers in immunology.
More recently, an EMA advisory committee recommended approving Rinvoq for two new autoimmune indications — alopecia areata and vitiligo — in the European Union. If approved by the European Commission, the expanded label would further reinforce AbbVie's long-term growth prospects in immunology while diversifying Rinvoq's revenue opportunity.
AbbVie’s Growth Story Goes Beyond ImmunologyWhile immunology remains AbbVie's primary growth engine, the company is also generating meaningful momentum across other therapeutic areas. Its neuroscience franchise continues to expand and is becoming an increasingly important contributor to revenue growth. One of the key drivers is Vyalev, the company's Parkinson's disease therapy, which is expected to surpass $1 billion in annual global sales despite launching in the United States only last year.
AbbVie is also strengthening its oncology portfolio. Last month, the company secured approval for Decnupaz to treat adults with blastic plasmacytoid dendritic cell neoplasm (BPDCN), a rare and aggressive blood cancer. The oncology franchise remains anchored by Venclexta and Elahere, providing another avenue for sustained long-term growth.
ABBV’s Stock Performance, Valuation and EstimatesShares of AbbVie have slightly underperformed the industry year to date, as seen in the chart below.
Image Source: Zacks Investment Research
From a valuation standpoint, AbbVie is trading at a discount to the industry. Based on the price/earnings (P/E) ratio, the company’s shares currently trade at 16.73 times forward earnings, lower than its industry’s average of 18.77.
Image Source: Zacks Investment Research
EPS estimates for 2026 and 2027 have declined in the past 30 days.
Image Source: Zacks Investment Research
AbbVie currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
DaVita rozšiřuje platformu IKC a do dialyzační sítě zavádí nástroj s umělou inteligencí ScheduleHub pro efektivnější plánování. Firma zároveň hlásí zlepšení v programu CKCC během roku 2026.
Key Takeaways DaVita expands kidney care via the IKC platform across CKD and ESKD dialysis network services.DVA expands digital infrastructure and AI ScheduleHub to improve dialysis scheduling efficiency.FMS expands kinexus and 5008X CAREsystem; RMTI signs dialysis supply deals with Heritage and aQua. DaVita Inc. (DVA - Free Report) , a well-known kidney care services provider, plays a central role in the dialysis ecosystem by providing comprehensive kidney care services for patients with chronic kidney disease (CKD) and end-stage kidney disease (ESKD). The company operates an extensive network of outpatient dialysis centers in the United States and internationally, offering in-center dialysis, home dialysis and related clinical services. Beyond delivering dialysis treatments, DVA supports patients across the broader continuum of kidney care through integrated care programs designed to improve clinical outcomes and coordinate treatment with physicians and other healthcare providers.
As kidney care continues to shift toward value-based delivery models, DaVita is expanding its Integrated Kidney Care (IKC) platform to better manage patients with advanced kidney disease. The company reported continued progress under the Centers for Medicare & Medicaid Services' (CMS) Comprehensive Kidney Care Contracting (CKCC) program, delivering year-over-year improvements in gross savings, quality scores and high-performing status. These results highlight DVA's efforts to pair coordinated care with data-driven insights to improve patient outcomes while supporting a more sustainable kidney care model.
DaVita is also investing in technology to strengthen its dialysis operations and enhance care delivery. During 2026, the company continued expanding its digital infrastructure and AI capabilities, including the introduction of ScheduleHub, an AI-powered scheduling tool that aligns patient appointments, staffing availability and clinic capacity. By reducing administrative burden and improving operational efficiency across its dialysis centers, these investments reinforce DVA's focus on delivering high-quality, patient-centered kidney care while supporting the evolving needs of the dialysis industry.
FMS & RMTI Advancing Kidney Care DeliveryFresenius Medical Care AG (FMS - Free Report) is strengthening its foothold in kidney care by integrating dialysis services, value-based care and digital innovation across the treatment continuum. Fresenius Medical Care recently launched kinexus, a unified digital platform that supports home dialysis through remote therapy monitoring, prescription management and integrated supply ordering. Additionally, Fresenius Medical Care is accelerating the U.S. rollout of its 5008X CAREsystem, reinforcing its focus on connected, patient-centric dialysis care while expanding access to advanced home and in-center therapies.
Rockwell Medical, Inc. (RMTI - Free Report) is strengthening kidney care delivery by supplying dialysis providers with a comprehensive portfolio of hemodialysis products that support treatment across outpatient centers, skilled nursing facilities and home dialysis settings. Rockwell Medical recently signed a three-year product purchase agreement with Heritage Dialysis and renewed its agreement with aQua Dialysis, expanding access to its dialysis concentrates and ancillary products. Through these partnerships, Rockwell Medical continues to enhance the reliability and availability of dialysis care across diverse treatment settings.
DVA’s Price Performance, Valuation and EstimatesShares of DaVita have gained 93.4% year to date compared with the industry’s rise of 14.7%.
Image Source: Zacks Investment Research
DVA’s forward 12-month P/E of 13.2X is lower than the industry’s average of 18.2X but higher than its five-year median of 12.7X. It has a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for DVA’s 2026 earnings per share suggests a 39.8% improvement compared with 2025.
Image Source: Zacks Investment Research
DaVita currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Palantir překročil hranici 1 000 zákazníků, protože dál roste zájem firem o jeho AI a datové platformy. Rychle přibývá hlavně komerčních a amerických komerčních klientů.
Key Takeaways PLTR surpassed 1,000 total customers as commercial and U.S. commercial adoption continued to grow.Palantir is expanding beyond government markets with broader enterprise AI and data platform adoption.PLTR's growing customer base supports recurring revenue opportunities through deeper platform expansion. Palantir Technologies (PLTR - Free Report) continues to demonstrate strong momentum in customer acquisition, underscoring rising enterprise demand for its artificial intelligence and data analytics platforms. Recent customer metrics showed meaningful expansion across total customers, commercial customers and U.S. commercial clients, indicating that adoption is broadening well beyond the company’s traditional government-focused business.
The company’s U.S. commercial customer count climbed sharply over the past year, reflecting growing enterprise interest in AI-powered operational platforms. Commercial customer growth also continued to accelerate globally, while the total customer base surpassed the 1,000-customer milestone. These trends suggest that Palantir’s software solutions are gaining traction across a broader range of industries seeking advanced data integration, AI deployment, and workflow optimization capabilities.
Importantly, customer expansion often serves as an early indicator of long-term revenue durability, as a larger installed base creates greater opportunities for platform expansion and increased customer spending over time. The continued growth in commercial customers also signals that enterprises are becoming increasingly confident in integrating AI-driven operational systems into mission-critical business functions.
While valuation concerns and broader AI-sector volatility remain key risks, Palantir’s rapidly expanding customer ecosystem reinforces its long-term growth story. Sustained customer acquisition should continue to support recurring revenue expansion as enterprise AI adoption accelerates across global markets.
Relevant Industry PeersSnowflake (SNOW - Free Report) remains one of the most important competitors within enterprise data analytics and AI infrastructure. Like Palantir, Snowflake benefits from growing enterprise demand for cloud-based data platforms and AI-driven analytics solutions. However, Snowflake maintains greater exposure to cloud data warehousing and enterprise data-sharing ecosystems.
C3.ai (AI - Free Report) also competes within the enterprise artificial intelligence market, particularly in predictive analytics and AI application deployment. Similar to Palantir, C3.ai focuses heavily on helping enterprises operationalize AI workflows across industries. Still, C3.ai continues facing greater questions surrounding profitability, consistency, and large-scale commercial adoption.
PLTR’s Price Performance & EstimatesThe stock has declined 35% year to date compared with the industry’s 16% fall.
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From a valuation standpoint, PLTR trades at a forward price-to-sales ratio of 29.87X, well above the industry’s 3.55X. It carries a Value Score of F.
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The Zacks Consensus Estimate for PLTR’s 2026 earnings has risen over the past 60 days.
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PLTR currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
FDA schválil Philip Morris prodávat Zyn jako méně rizikový než cigarety. U 20 produktů lze tvrdit, že přechod z cigaret snižuje riziko několika nemocí.
The Food and Drug Administration on Tuesday cleared Philip Morris-owned Zyn nicotine pouches to be marketed as less harmful than cigarettes, giving the tobacco giant a major regulatory win as the Trump administration loosens restrictions on nicotine products.
The decision, first reported by Axios, allows 20 Zyn products to carry a modified-risk claim saying that switching from cigarettes to Zyn lowers the risk of mouth cancer, heart disease, lung cancer, stroke, emphysema and chronic bronchitis.
Zyn pouches contain nicotine but not tobacco. They are placed between a user's gum and lip and have surged in popularity among conservatives, tech workers and others who promote them as a cleaner alternative to cigarettes and chewing tobacco or a productivity aid.
The FDA decision does not mean Zyn is safe. The agency has said there is no safe tobacco product, that youth should not use tobacco products and that adults who do not use tobacco products should not start.
Still, the order gives Philip Morris a powerful health-related claim for one of the fastest-growing products in the nicotine market, as cigarette sales continue to decline in the U.S. and major tobacco companies invest more heavily in smoke-free products.
President Donald Trump, who backed restrictions on flavored e-cigarettes during his first term, reversed course during the 2024 campaign and promised to "save vaping." Since returning to office, his administration has taken a more industry-friendly approach, including by creating a pathway for some flavored e-cigarettes and nicotine pouches to remain on the market while they undergo FDA review.
The shift has followed heavy lobbying from the tobacco and vaping industries, which have argued that adult smokers need more access to less harmful alternatives to cigarettes.
The White House did not respond to a request for comment.
Zyn has also become a cultural marker in conservative politics. Former Fox News host Tucker Carlson helped popularize the brand on the right before later souring on Zyn and launching his own nicotine pouch brand, Alp.
Nicotine pouches have also gained fans inside Trump's orbit. The Wall Street Journal reported that Health and Human Services Secretary Robert F. Kennedy Jr. uses nicotine pouches and that Trump recently asked Kennedy which pouches he used after a lunch with tobacco executives.
The FDA had already authorized the same 20 Zyn products for sale in January 2025, but that earlier decision did not allow Swedish Match, the subsidiary of Philip Morris that makes Zyns, to market them as reducing disease risk. Tuesday's order goes further by allowing the company to make a specific lower-risk claim tied to several major smoking-related diseases.
"FDA's review of modified risk products is intended to ensure that adult users have clear, science-based information about the relative harms of tobacco products, so they can make informed choices," Bret Koplow, acting director of the FDA's Center for Tobacco Products, said in a statement. "Today's decision allows these products to be marketed with a modified risk claim that informs adults who smoke about the lower risks associated with these products."
The products covered by the order include Zyn Chill, Cinnamon, Citrus, Coffee, Cool Mint, Menthol, Peppermint, Smooth, Spearmint and Wintergreen, each in 3-milligram and 6-milligram nicotine strengths.
"FDA's decision is an important moment for the more than 45 million legal-age nicotine consumers in America," Philip Morris U.S. CEO Stacey Kennedy said in a statement. "Today's news ensures these adults have access to accurate, science-based information, including FDA-authorized evidence that switching from cigarettes to ZYN reduces the risk of smoking-related diseases like heart disease and lung cancer."
Intuit ve 3. fiskálním čtvrtletí 2026 zvýšil tržby o 10,4 % a zvedl výhled růstu tržeb za celý rok na 13–14 %. Block mezitím ve 1. čtvrtletí 2026 hlásí růst hrubého zisku o 27,1 % a nové obchodní zákazníky.
Key Takeaways Intuit reported strong fiscal Q3 2026 results and raised its fiscal 2026 revenue growth outlook to 13-14%.Block is expanding Square and Cash App, supported by strong gross profit growth and new merchant wins.XYZ faces macro and competition risks, while INTU contends with cost pressures and tax software competition. Intuit Inc. (INTU - Free Report) and Block (XYZ - Free Report) operate in the fintech space, offering digital financial tools for consumers and businesses. Intuit focuses on tax and accounting software, while XYZ specializes in payments and financial services.
Intuit leverages its broad ecosystem, QuickBooks, TurboTax, Credit Karma and Mailchimp to build a comprehensive platform for consumers, small businesses and professionals. Meanwhile, Block excels through the dual ecosystem of Square and Cash App, serving merchants and consumers.
Let’s weigh the pros and cons of each to find out which stock deserves a spot in your portfolio.
The Case for IntuitIntuit is a global fintech company that powers products such as TurboTax, Credit Karma, QuickBooks, Mailchimp and Intuit Enterprise Suite. The company focuses on helping consumers manage taxes and personal finances while enabling businesses to run end-to-end operations. It reported strong third-quarter fiscal 2026 results, with revenue growth of 10.4%. As a result, the company expects revenue growth of approximately 13-14% for fiscal 2026.
Intuit’s Global Business Solutions segment is a key driver of its business ecosystem. This segment's Online Ecosystem provides a seamless platform for accounting, payroll, payments and analytics. In the third quarter of fiscal 2026, Global Business Solutions revenues grew 15.3% to $3.29 billion, including Online Ecosystem revenues, which rose 18.7%. For fiscal 2026, management expects the segment’s revenues to grow approximately 16%.
Intuit's Consumer segment features Credit Karma, TurboTax and ProTax, together creating year-round financial tools. Management noted that average revenue per user (ARPU) is approximately 30% higher for customers using both TurboTax and Credit Karma than for those using TurboTax alone. In the third quarter of fiscal 2026, the Consumer segment revenues grew 7.5%. For fiscal 2026, management expects Consumer Group revenue growth of 10%, including TurboTax at 7%, Credit Karma at 19% and ProTax at 4%.
Intuit maintains a disciplined capital distribution strategy, committed to boosting shareholder value via consistent dividend hikes and share repurchases. The company has increased its dividend five times over the past five years, with a 15.61% annualized growth rate. Supported by strong operating fundamentals, we expect dividends to remain sustainable in the future. It also repurchased $1.6 billion of stock in the third quarter of fiscal 2026 and received board approval for a new $8 billion repurchase authorization.
However, Intuit has its share of challenges, as its performance is partly tied to the health of small businesses, lending conditions and consumer tax filing dynamics. A slowdown in consumer spending or credit demand could impact its growth. The company’s high costs and expenses remain a major concern. The competitive landscape in tax preparation and enterprise accounting creates pricing pressure, particularly during large contract renewals.
The Case for BlockBlock continues to grow its comprehensive fintech platform, with its Square, Cash App and Afterpay ecosystems offering end-to-end solutions across payments, commerce, banking, investing and lending. XYZ’s first-quarter 2026 results reflected decent top-line performance and strong gross profit growth. Its net revenues increased 4.9% year over year, while the gross profit climbed 27.1%, with Cash App rising 38.3% and Square increasing 9.4%.
Square, Block’s merchant-facing ecosystem, remains strong. In the first quarter of 2026, Square Gross Payment Volume (GPV) rose 13.2% year over year. Additionally, the company partners with more than 140 independent sales organizations (ISO) to complement its direct sales and extend reach to new sellers. This month’s merchant wins, including Ladurée Canada, Sofive Soccer Centers, Coffee Dose and Baker St Café, demonstrate its growing penetration across restaurants, specialty food, sports centers and retail businesses.
Block’s momentum is driven mainly by Cash App, which has grown beyond peer-to-peer payments into a multi-service financial hub for digitally native users. Cash App is broadening its role in users’ financial lives through payments, banking, commerce and bitcoin transactions. Cash App remains focused on making transactions faster, more convenient and more personalized. This month, it launched Cash App Tags, NFC-enabled physical payment accessories that let customers pay with a single tap without a phone or a card.
In early June, Block announced the launch of Afterpay on Cash App Card, making Buy Now, Pay Later (“BNPL”) available to eligible Cash App Card customers. The feature targets American earners with variable incomes and customers who are underserved by the current financial system. It is being rolled out to Cash App’s roughly 59 million monthly transacting active users. Block stands to benefit from increased card usage and merchant volume while capturing BNPL fees.
While Block faces headwinds, including sensitivity to macroeconomic conditions, intensifying competition and a younger-user base concentration, its diversified revenue streams, solid fundamentals and ongoing product innovation counterbalance those risks, positioning the company for durable growth and making it an attractive fintech investment.
How Do Zacks Estimates Compare for INTU & XYZ?The Zacks Consensus Estimate for Intuit’s fiscal 2026 sales and EPS implies a year-over-year increase of 13.48% and 18.41%, respectively. EPS estimates have been trending northward over the past week.
Image Source: Zacks Investment Research
Meanwhile, the consensus estimates for Block’s 2026 sales and EPS indicate a year-over-year rise of 8.29% and 64.14%, respectively. EPS estimates have been trending upward over the past week.
Image Source: Zacks Investment Research
Valuation: INTU vs. XYZIn terms of forward 12-month Price/Sales (P/S), INTU stock is trading at 3.08X, above XYZ, which is currently trading at 1.68X. Although XYZ is trading above its one-year median of 1.53X, INTU is trading below its one-year median of 8.11X.
From a valuation perspective, we note that Intuit shares are trading at a premium to Block.
Image Source: Zacks Investment Research
Price Performance: INTU vs. XYZOver the past month, shares of XYZ have outperformed INTU and the S&P 500 composite.
Image Source: Zacks Investment Research
INTU vs. XYZ: Which Stock Is the Better Buy?Both Intuit and Block remain dominant players in the fintech space. Intuit’s advantage lies in its scale and broad financial-software ecosystem, which makes it a reliable market leader. Block is solidifying its role as an innovation leader by growing the Square and Cash App ecosystems. However, Intuit’s rising costs and expenses are a significant concern, while competitive pressures can weigh on pricing, particularly during large contract renewals.
Given Block’s rising earnings estimates, cheaper valuation and recent stronger stock performance, it appears the smarter, lower-risk buy for investors.
Currently, INTU carry Zacks Rank #3 (Hold), while XYZ sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Best Buy v prvním fiskálním čtvrtletí překonal odhady: tržby dosáhly 8,94 miliardy USD a upravený zisk na akcii vzrostl na 1,28 USD. Srovnatelné tržby stouply o 2 %.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$55.10▼
$84.99Dividend Yield5.10%
P/E Ratio13.95
Price Target$79.50
Best Buy NYSE: BBY is accomplishing what many thought unlikely.
After a pandemic-fueled surge came and went, the company is showing signs of stabilizing sales and online momentum. Rather than another big-box victim, it is focused on improving its margins and expanding its business. And it is maintaining strong profitability despite sluggish consumer electronics demand.
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In fact, the most-recent three month results came in above what most analysts expected. Comparable store sales rose. And management reiterated full-year guidance with enough specifics to suggest the direction had changed.
Investors who had written off the company as too old-fashioned might be surprised by the evidence that arrived. Whether now is the time to jump into the stock depends a lot on what happens next.
Best Buy Delivers Better-Than-Expected ResultsBest Buy’s first fiscal quarter, which ended on May 2, tells a solid story of incremental progress across a number of key pursuits.
Revenue beat expectations and reached $8.94 billion in the quarter, up from $8.77 billion a year earlier, and reversing a fourth-quarter slide during the key holiday season. Adjusted diluted earnings per share climbed to $1.28 from $1.15, also above what analysts expected. Reported net earnings climbed more than one-third to $276 million from $202 million a year earlier.
Comparable sales rose 2%, more than the company had anticipated and in contrast to a drop of 0.7% in the year-ago period. Domestic revenue increased 1.5% to $8.25 billion, with domestic comparable sales up 1.8%.
Operational results were also encouraging. Operating income reached 4.1% of revenue, the company’s domestic gross margin expanded to 23.7% from 23.5%, and adjusted selling, general, and administrative (SG&A) expenses as a share of domestic revenue edged down to 19.3% from 19.4%.
Those were not big changes, but in retail, those fractions of a percentage point matter. Extracting more margin from a little more revenue shows positive direction, even if the headline numbers don’t show a big change.
New Growth Businesses Are Gaining MomentumWhere the growth came from is perhaps more important than the growth itself. The company said its biggest contributors to comparable-sales gains were gaming, computing, mobile phones, and services, categories with momentum. In contrast, sales of consumer electronics slid slightly while appliances fell nearly 14%.
The recent numbers also gave proof that the company’s recent strategy is delivering. Best Buy Ads, which promotes brands and products through Best Buy’s customer base, and the company's online Marketplace, which hosts third-party sellers, also delivered strong performances. For lines of business that barely existed a few years ago, the company is nicely expanding its profile beyond TVs and computers.
Results from the company’s international operations were also encouraging. Revenue in that segment rose 7.3% to $687 million, led by 4.7% sales growth and the rest attributable to favorable foreign exchange rates.
Wall Street Remains CautiousBest Buy is also regaining investor attention. Shares are up more than 16% since the start of the year, but the stock still trades below $80, well under its level above $100 less than two years ago and below its 52-week high near $85.
Even with the recent results, analysts remain cautious. Of the 22 analysts following the company, the average rating is a Hold on the stock. Six analysts say Buy, 14 suggest Hold, and two recommend Sell.
With a 12-month average price target of $79.50 per share, analysts see only limited upside from recent trading levels.
Risks Continue to Limit the UpsideThe recommendation to Hold is also a reflection of other possible factors.
Best Buy Dividend PaymentsDividend Yield5.11%
Annual Dividend$3.84
Dividend Increase Track Record22 Years
Annualized 5-Year Dividend Growth11.55%
Dividend Payout Ratio71.11%
Next Dividend PaymentJul. 9
BBY Dividend History
Best Buy raised its quarterly payout by 1 cent to 96 cents per share in March and paid $202 million in dividends in the first quarter. That represents an over 5% yield based on current prices.
But the company’s guidance for 2027, though solid and suggesting that the improvement is durable, is roughly flat compared to the results reported last year.
The bear case has also not completely disappeared. The retail sector is notoriously volatile. And with the housing market not helping, the decline in appliance sales, which now represents 10% of its business, is not likely to recover anytime soon.
The broader competitive pressure from e-commerce, warehouse clubs, mobile carriers, and direct-to-consumer brands is also as real as it has ever been. Amazon NASDAQ: AMZN, Walmart NASDAQ: WMT, Costco NASDAQ: COST, and Apple NASDAQ: AAPL each compete for the same shoppers.
Another question hanging over the company is some recent changes in senior management. Best Buy changed both its future chief executive officer and its chief financial officer within a short span.
The company has announced that Jason Bonfig, who oversees merchandising, ecommerce, marketing, supply chain, Best Buy Canada, and Best Buy Ads, will succeed Corie Barry as CEO at the end of October. The company’s chief financial officer will also step down at the end of July.
Best Buy's Comeback Still Needs More ProofPatient investors attracted by high dividends and a leading brand retailer are likely paying attention. With execution improving and its expansion of profit pools, Best Buy is making a credible case. Profits are up, and its efficiency strategy appears to be working.
Other investors might want more proof. A leadership transition and a muted sales trajectory make a quick run-up unlikely in the near term. Waiting for results from another quarter or two might be the smart move to ensure the comeback is real.
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Shell čeká letos stagnaci globální poptávky po LNG kvůli uzavření Hormuzského průlivu, ale od roku 2027 má růst a do roku 2050 stoupnout o 65 % na 700 milionů tun.
Shell (SHEL +0.95%) recently released its latest outlook for the global liquefied natural gas (LNG) market. The energy giant noted that while the war-driven closure of the Strait of Hormuz will cause LNG demand to flatten out this year, it expects growth to resume in 2027 and rise 65% by 2050.
Here’s a look at Shell’s latest outlook and some LNG stocks capitalizing on this growth trend.
Image source: Getty Images.
A war-driven speedbumpAbout 20% of global LNG volumes flowed through the Strait of Hormuz before the U.S. and Israel launched military strikes against Iran earlier this year. Iran has retaliated by attacking ships trying to exit the Persian Gulf through the Strait of Hormuz, causing a steep drop in LNG traffic. Iran also attacked LNG infrastructure in Qatar, causing damage that could knock out 17% of its capacity for up to five years. ExxonMobil (XOM +0.37%) owned minority interests in two of the damaged LNG trains, while Shell holds a stake in a damaged gas-to-liquids facility.
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U.S. LNG shippers have helped offset some of this supply disruption by ramping up exports, including a record 11.7 million metric tons (MT) in March. Meanwhile, U.S. export capacity got a boost in April when ExxonMobil and its partner QatarEnergy loaded the first cargo at their recently completed Golden Pass terminal.
Despite the surge in U.S. LNG exports, Shell expects that global LNG demand will be similar to last year’s level. That assumes shipping through the Strait of Hormuz returns to normal later this summer.
While Shell sees flat demand this year, it expects growth to return to normal in 2027. It foresees growth continuing through 2050, when demand is projected to reach 700 million tonnes, a 65% increase from 2025 levels. Asia will be the main driver of LNG demand growth. Emerging markets in South and Southeast Asia will increasingly adopt the cleaner-burning fuel in place of coal. Meanwhile, mature markets like Japan will need more LNG to help power data centers.
More LNG investment is neededSeveral energy companies are already building new LNG capacity to meet growing demand. However, Shell estimates that energy companies will need to build around an additional 200 million tonnes of new supply in the 2030s and 2040s to meet growing demand.
Shell is helping lead the charge to build more global LNG capacity. It has joint venture investments in two expansion projects in Qatar: North Field East (NFE) and North Field South (NFS). It also has a minority stake in the Ruwais LNG project in the UAE. Meanwhile, Shell is evaluating an expansion of the recently completed LNG Canada terminal, which it could approve by the end of this year. As an LNG leader, Shell will likely continue to pursue new investments to grow global LNG capacity.
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Meanwhile, LNG is one of ExxonMobil’s long-term growth catalysts. As noted, Exxon and QatarEnergy recently completed the Golden Pass LNG project. It’s also a partner with Shell on QatarEnergy’s NFE project. These projects are key drivers supporting its growth plan to 2030. Additionally, Exxon expects new LNG project start-ups in Papua New Guinea and Mozambique to fuel growth beyond 2030. Exxon is also reportedly evaluating a potential acquisition of Woodside Energy, which has leading LNG operations in Australia and a large-scale LNG development project in the U.S. (Louisiana LNG).
ConocoPhillips (COP +0.09%) is also expanding its global LNG platform. The U.S. oil and gas giant owns interests in the NFS and NFE projects. Additionally, it has an equity interest in Port Arthur LNG (phase 1) and an LNG supply contract for phase 2. The company also has an LNG supply agreement for Rio Grande LNG (Train 5). Those contracts are part of its aspiration to build a 10 to 15 MT per year portfolio of commercial LNG supply contracts from third-party facilities.
Capitalizing on growing global LNG demandWhile LNG demand will flatten out this year due to supply disruptions stemming from the Strait of Hormuz closure, growth should resume next year and continue through 2050. That’s providing Shell, ExxonMobil, ConocoPhillips, and other large energy companies with multiple LNG investment opportunities. These investments should help fuel their growth in the coming decades, making them compelling energy stocks to buy and hold for the long term.
Ondo Finance přidala na Uniswap přes 430 tokenizovaných amerických akcií a ETF na Ethereum a BNB Chain. Obchodování je dostupné on-chain 24/7 pro oprávněné neamerické uživatele.
Ondo Finance Brings 430+ Tokenized Equities to Uniswap@OndoFinance has officially integrated more than 430 tokenized U.S. stocks and ETFs into the @Uniswap ecosystem, making the assets accessible directly through the Uniswap frontend on both @Ethereum and @BNBChain. The move connects two of DeFi's most prominent platforms and opens up round-the-clock on-chain access to some of the world's most traded equities for eligible non-U.S. participants.
Ondo Finance expanded its Global Markets offering by adding 173 tokenized stocks and ETFs earlier this month, bringing the platform's total catalog to more than 430 assets spanning Ethereum, Solana, and BNB Chain. The Uniswap integration now routes those assets through the broader decentralized liquidity network.
Uniswap has integrated tokenized securities from issuers including Ondo, xStocks, and Backed, allowing users to trade on-chain versions of assets like SpaceX, Apple, Tesla, and NVIDIA that track underlying stock prices through the Uniswap web app, wallet, and API. The integration uses Uniswap v4 hooks for compliance features such as KYC and allowlists.
UniswapX Routing and 24/7 On-Chain TradingThe assets are routable through the UniswapX API, enabling efficient order execution and deep liquidity for continuous on-chain equity trading. This is a meaningful step beyond traditional market hours: Ondo is live with 24/7 instant minting and redemption on tokenized U.S. stocks and ETFs, including on weekends, now across Ethereum and BNB Chain, with Solana coming soon.
Ondo Global Markets gives non-U.S. investors on-chain access to publicly traded U.S. stocks and ETFs, with each token backed 1:1 by the underlying security, purchased and held in custody by a U.S.-registered broker-dealer. The tokens provide holders with economic exposure to the value of the underlying publicly traded assets, including dividends, but are not themselves stocks or ETFs and do not provide rights to hold or receive the underlying assets.
Tokenized stocks have emerged as the fastest-growing asset class on Ethereum in 2026, with Ondo and xStocks leading the sector, according to Token Terminal data. Ondo Global Markets is also the primary issuer behind BNB Chain overtaking Solana in cumulative tokenized stock trading volume. The Uniswap integration adds another layer of distribution and liquidity to a product category that is growing rapidly across decentralized finance.
Sources:
Ondo Finance: Ondo Global Markets
The Defiant: Ondo Finance Adds 173 Tokenized Stocks and ETFs
BNB Chain Blog: Ondo Global Markets on BNB Chain
