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PHILADELPHIA--(BUSINESS WIRE)--Comcast Corporation (NASDAQ: CMCSA) announced that its Board of Directors declared a quarterly cash dividend of $0.33 a share on the company's common stock. The quarterly dividend is payable on October 28, 2026, to shareholders of record as of the close of business on October 7, 2026. To automatically receive Comcast financial news by e-mail, please visit www.cmcsa.com and subscribe to E-mail Alerts. About Comcast Corporation Comcast Corporation (Nasdaq: CMCSA) is.

Comcast reported a lower profit in the second quarter, but narrowed subscriber losses in its domestic residential broadband business for the second quarter in a row.

Q2 Results Highlighted by Growth in Key Strategic Fee Revenues and Net Interest Income and Successful Cadence Systems Conversion
 

2026 Second-Quarter Highlights:

Earnings per common share (EPS) for the quarter was $0.33, higher by $0.08 from the prior quarter, and $0.01 lower than the year-ago quarter. Excluding the after-tax impact of Notable Items as detailed in Table 2, adjusted EPS1 was $0.39, higher by $0.02 from the prior quarter. The prior year quarter included $0.04 of impact to EPS resulting from a $58 million decrease in pre-tax earnings from a securities repositioning and Notable Items that decreased pre-tax earnings by $3 million. Excluding the impact from these items, adjusted EPS1 was higher by $0.01 from the year ago quarter. Successfully completed the systems conversion of Cadence Bank ("Cadence") in mid-June. Net interest income increased $161 million, or 9%, from the prior quarter, and $585 million, or 40%, from the year-ago quarter.  Noninterest income increased $103 million, or 15%, from the prior quarter, to $785 million. From the year-ago quarter, noninterest income increased $314 million, or 67%.    Average total loans and leases increased $15.0 billion, or 9%, from the prior quarter to $189.3 billion and increased $56.1 billion, or 42%, from the year-ago quarter, inclusive of the impact of the Cadence and Veritex Holdings, Inc. ("Veritex") acquisitions. Average commercial loans grew $11.6 billion, or 11%, from the prior quarter and $44.4 billion, or 59%, from the year-ago quarter. Average consumer loans grew $3.4 billion, or 5%, from the prior quarter and $11.7 billion, or 20%, from the year-ago quarter. Average total deposits increased $18.8 billion, or 9%, from the prior quarter and $60.0 billion, or 37%, from the year-ago quarter, inclusive of the impact of the Cadence and Veritex acquisitions.  Net charge-offs of 0.25% of average total loans and leases for the quarter, 1 basis point lower than the prior quarter and 5 basis points higher than the year ago quarter. Nonperforming asset ratio of 0.85% at quarter end, 13 basis points higher than the prior quarter. Allowance for credit losses (ACL) of $3.4 billion, or 1.78% of total loans and leases, at quarter end, an increase of $13 million from the prior quarter. Common Equity Tier 1 (CET1) risk-based capital ratio was 10.0%, at June 30, 2026, compared to 10.2% at the prior quarter end. Adjusted Common Equity Tier 11, including the impact of AOCI, excluding cash flow hedges, was 9.0%, compared to 9.2% at the prior quarter end. Tangible common equity (TCE)1 ratio of 7.1%, up slightly from the prior quarter end and up from 6.6% a year ago. Tangible book value per share1 of $9.65, up $0.10, or 1%, from the prior quarter and up $0.52, or 6%, from a year ago.  Repurchased $159 million of common shares in the second quarter, and $309 million of common shares year-to-date, representing approximately 19 million shares repurchased year‑to‑date. , /PRNewswire/ -- Huntington Bancshares Incorporated (Nasdaq: HBAN) reported net income for the 2026 second quarter of $727 million, or $0.33 per common share, an increase of $204 million, or 39%, from the prior quarter, and an increase of $191 million, or 36%, from the year-ago quarter, inclusive of $152 million of pre-tax Notable Items in the 2026 second quarter due to acquisition-related expenses. 

Return on average assets was 1.02%, return on average common equity was 9.3%, and return on average tangible common equity (ROTCE)1 was 15.1% for the quarter, or 17.5% adjusted for Notable Items.

CEO Commentary:

"Building on a strong start to the year, Huntington delivered another solid quarter driven by disciplined execution and continued performance across our franchise," said Steve Steinour, chairman, president, and CEO. "Growth in our legacy organization was outstanding, credit remains strong, and we are seeing early revenue synergies in Cadence markets. Our pipelines are robust as we enter the second half of 2026 and the operating environment remains constructive."

"We delivered these results while executing a very successful Cadence systems conversion in June, marking the last major milestone in the integration. We have been very pleased with positive customer and colleague engagement. With the Veritex, Janney & TM Capital, and Cadence integrations behind us, we are well positioned to deliver the full economic benefits of our combined company. We have strong line of sight to the remaining cost synergies and we are actively driving revenue synergies. By the fourth quarter, the full earnings power of these partnerships will be clearly evident.

"Our balance sheet remains a source of strength, as demonstrated by our recent CCAR stress test results, and we are confident in our outlook. Supported by strong underlying business momentum and a differentiated super-regional model, we are positioned to achieve our financial targets, including sustained growth of earnings and tangible book value, and attractive returns for our shareholders.

1

Represents a non-GAAP financial measure. For additional details, see the "Use of Non-GAAP Financial Measures" section of this release and reconciliations to the comparable GAAP financial measure included in this release or Huntington's Quarterly Financial Supplement.

Conference Call / Webcast Information

Huntington's senior management will host an earnings conference call on July 23, 2026, at 9:00 a.m. (Eastern Time). The call may be accessed via a live Internet webcast at the Investor Relations section of Huntington's website, www.huntington.com, or through a dial-in telephone number at (877) 407-8029; Conference ID #13761371. Slides will be available in the Investor Relations section of Huntington's website about an hour prior to the call. A replay of the webcast will be archived in the Investor Relations section of Huntington's website. A telephone replay will be available approximately two hours after the completion of the call through July 31, 2026 at (877) 660-6853 or (201) 612-7415; conference ID #13761371.

Please see the 2026 Second Quarter Quarterly Financial Supplement for additional detailed financial performance metrics. This document can be found on the Investor Relations section of Huntington's website, http://www.huntington.com. 

About Huntington

Huntington Bancshares Incorporated is a $284 billion asset regional bank holding company headquartered in Columbus, Ohio. Founded in 1866, The Huntington National Bank and its affiliates provide consumers, small and middle‐market businesses, corporations, municipalities, and other organizations with a comprehensive suite of banking, payments, wealth management, and risk management products and services. Huntington operates over 1,400 branches in 21 states, with certain businesses operating in extended geographies. Visit Huntington.com for more information.

Caution Regarding Forward-Looking Statements

This communication may contain certain forward-looking statements, including, but not limited to, certain plans, expectations, goals, projections, and statements which are not historical facts and are subject to numerous assumptions, risks, estimates, and uncertainties that are beyond the control of Huntington. Statements that do not describe historical or current facts, including statements about beliefs and expectations, are forward-looking statements. Forward-looking statements may be identified by words such as expect, anticipate, continue, believe, intend, estimate, plan, trend, objective, target, goal, or similar expressions, or future or conditional verbs such as will, may, might, should, would, could, or similar variations. The forward-looking statements are intended to be subject to the safe harbor provided by Section 27A of the Securities Act of 1933, Section 21E of the Securities Exchange Act of 1934, and the Private Securities Litigation Reform Act of 1995.

While there is no assurance that any list of risks and uncertainties or risk factors is complete, below are certain factors which could cause actual results to differ materially from those contained or implied in the forward-looking statements or historical performance: changes in general economic, political, regulatory, or industry conditions; deterioration in business and economic conditions, including persistent inflation, supply chain issues or labor shortages; instability in global economic conditions and geopolitical conditions, including U.S. direct involvement in war and other conflicts, as well as volatility in financial markets; changes in U.S. trade policies, including the imposition of tariffs and retaliatory tariffs; the impact of pandemics and other catastrophic events or disasters on the global economy and financial market conditions and our business, results of operations, and financial condition; the impacts related to or resulting from bank failures and other volatility, including potential increased regulatory requirements and costs, such as Federal Deposit Insurance Corporation ("FDIC") special assessments, long-term debt requirements and heightened capital requirements; potential impacts to macroeconomic conditions, which could affect the ability of depository institutions, including us, to attract and retain depositors and to borrow or raise capital; unexpected outflows of deposits which may require us to sell investment securities at a loss; changing interest rates which could negatively impact the value of our portfolio of investment securities; the loss of value of our investment portfolio which could negatively impact market perceptions of us and could lead to deposit withdrawals; market perceptions of us and banks generally, including from the effects of social media; cybersecurity risks; uncertainty in U.S. fiscal and monetary policy, including the interest rate policies of the Board of Governors of the Federal Reserve System ("Federal Reserve"); volatility and disruptions in global capital, foreign exchange, and credit markets; movements in interest rates; competitive pressures on product pricing and services; success, impact, and timing of our business strategies, including market acceptance of any new products or services including those implementing our "Fair Play" banking philosophy; introduction of new competitive products, such as stablecoins, and new competitors, such as financial technology companies and other "nontraditional" bank competitors; changes in policies and standards for regulatory review of bank mergers; the nature, extent, timing, and results of governmental actions, examinations, reviews, reforms, regulations, and interpretations, including those related to the Dodd-Frank Wall Street Reform and Consumer Protection Act and the Basel III regulatory capital reforms, as well as those involving the Securities and Exchange Commission ("SEC"), the Office of the Comptroller of the Currency, the Federal Reserve, the FDIC, the Consumer Financial Protection Bureau, and state-level regulators; the possibility that the anticipated benefits of recent or proposed acquisitions are not realized when expected or at all, including as a result of the impact of, or problems arising from, the integration of the companies or as a result of the strength of the economy and competitive factors in the areas where the companies do business; and other factors that may affect the future results of Huntington.

All forward-looking statements are expressly qualified in their entirety by the cautionary statements set forth above. Forward-looking statements speak only as of the date they are made and are based on information available at that time. Huntington does not assume any obligation to update forward-looking statements to reflect actual results, new information or future events, changes in assumptions or changes in circumstances or other factors affecting forward-looking statements that occur after the date the forward-looking statements were made or to reflect the occurrence of unanticipated events except as required by federal securities laws. If Huntington updates one or more forward-looking statements, no inference should be drawn that Huntington will make additional updates with respect to those or other forward-looking statements. As forward-looking statements involve significant risks and uncertainties, caution should be exercised against placing undue reliance on such statements. See also the other reports filed with the SEC, including discussions under the "Forward-Looking Statements" and "Risk Factors" of Huntington's Annual Report on Form 10-K for the year ended December 31, 2025 and in its subsequent Quarterly Reports on Form 10-Q, including for the quarter ended March 31, 2026, as filed with the SEC and available on its website at www.sec.gov.

Basis of Presentation

Use of Non-GAAP Financial Measures

This document contains GAAP financial measures and non-GAAP financial measures where management believes it to be helpful in understanding Huntington's results of operations or financial position. Where non-GAAP financial measures are used, the comparable GAAP financial measure, as well as the reconciliation to the comparable GAAP financial measure, can be found in this document, the financial supplement, conference call slides, or the Form 8-K related to this document, all of which can be found in the Investor Relations section of Huntington's website, http://www.huntington.com. 

Annualized Data

Certain returns, yields, performance ratios, or quarterly growth rates are presented on an "annualized" basis. This is done for analytical and decision-making purposes to better discern underlying performance trends when compared to full-year or year-over-year amounts. For example, loan and deposit growth rates, as well as net charge-off percentages, are most often expressed in terms of an annual rate like 8%. As such, a 2% growth rate for a quarter would represent an annualized 8% growth rate.

Fully-Taxable Equivalent Interest Income and Net Interest Margin

Income from tax-exempt earning assets is increased by an amount equivalent to the taxes that would have been paid if this income had been taxable at statutory rates. This adjustment puts all earning assets, most notably tax-exempt municipal securities, and certain lease assets, on a common basis that facilitates comparison of results to results of competitors.

Rounding

Please note that items in this document may not add due to rounding.

Notable Items

From time to time, revenue, expenses, or taxes are impacted by items judged by management to be outside of ordinary banking activities and/or by items that, while they may be associated with ordinary banking activities, are so unusually large that their outsized impact is believed by management at that time to be infrequent or short term in nature. We refer to such items as "Notable Items." Management believes it is useful to consider certain financial metrics with and without Notable Items, in order to enable a better understanding of company results, increase comparability of period-to-period results, and to evaluate and forecast those results.

SOURCE Huntington Bancshares Incorporated

AVAV Investors Have Opportunity to Lead Badger Meter, Inc. Securities Fraud Lawsuit PR Newswire LOS ANGELES, Jul

Posted by Defense World Staff on Jul 23rd, 2026

Shares of Vulcan Materials Company (NYSE:VMC – Get Free Report) have been assigned a consensus recommendation of “Moderate Buy” from the sixteen research firms that are presently covering the firm, MarketBeat reports. Eight equities research analysts have rated the stock with a hold rating and eight have given a buy rating to the company. The average 12 month target price among analysts that have issued a report on the stock in the last year is $327.7857.

Several research firms have weighed in on VMC. Stephens upped their price objective on shares of Vulcan Materials from $330.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Vulcan Materials in a report on Tuesday, July 7th. Barclays upped their target price on shares of Vulcan Materials from $296.00 to $340.00 and gave the stock an “overweight” rating in a report on Thursday, April 30th. Stifel Nicolaus set a $333.00 price target on Vulcan Materials in a research note on Thursday, April 30th. Finally, UBS Group decreased their price objective on Vulcan Materials from $350.00 to $349.00 and set a “buy” rating for the company in a report on Wednesday, July 8th.

Get Our Latest Analysis on VMC

Vulcan Materials Trading Up 0.3% NYSE VMC opened at $277.59 on Thursday. The company has a market cap of $36.02 billion, a price-to-earnings ratio of 33.01, a P/E/G ratio of 2.01 and a beta of 1.05. Vulcan Materials has a 52 week low of $252.35 and a 52 week high of $331.09. The business has a 50 day moving average price of $286.53 and a 200-day moving average price of $290.79. The company has a quick ratio of 1.89, a current ratio of 2.59 and a debt-to-equity ratio of 0.51.

Vulcan Materials (NYSE:VMC – Get Free Report) last issued its earnings results on Wednesday, April 29th. The construction company reported $1.35 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.10 by $0.25. Vulcan Materials had a return on equity of 12.95% and a net margin of 13.81%.The company had revenue of $1.76 billion for the quarter, compared to analysts’ expectations of $1.64 billion. During the same period last year, the business earned $1.00 EPS. Vulcan Materials’s quarterly revenue was up 7.4% compared to the same quarter last year. As a group, equities analysts expect that Vulcan Materials will post 9.23 earnings per share for the current fiscal year.

Vulcan Materials Announces Dividend The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Investors of record on Thursday, August 13th will be given a dividend of $0.52 per share. The ex-dividend date of this dividend is Thursday, August 13th. This represents a $2.08 annualized dividend and a dividend yield of 0.7%. Vulcan Materials’s payout ratio is presently 24.73%.

Insider Transactions at Vulcan Materials In other Vulcan Materials news, SVP David P. Clement sold 2,212 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $292.29, for a total transaction of $646,545.48. Following the transaction, the senior vice president directly owned 8,716 shares in the company, valued at approximately $2,547,599.64. This trade represents a 20.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.65% of the company’s stock.

Institutional Inflows and Outflows A number of large investors have recently made changes to their positions in VMC. Burkett Financial Services LLC purchased a new stake in Vulcan Materials in the 2nd quarter valued at about $25,000. NBT Bank N A NY bought a new position in shares of Vulcan Materials during the 4th quarter worth approximately $26,000. Meeder Asset Management Inc. boosted its stake in shares of Vulcan Materials by 71.7% in the 1st quarter. Meeder Asset Management Inc. now owns 103 shares of the construction company’s stock worth $28,000 after buying an additional 43 shares during the last quarter. Birchwood Financial Partners Inc. purchased a new position in shares of Vulcan Materials in the 4th quarter worth approximately $29,000. Finally, Godsey & Gibb Inc. purchased a new position in shares of Vulcan Materials in the 4th quarter worth approximately $30,000. 90.39% of the stock is owned by institutional investors.

About Vulcan Materials (Get Free Report)

Vulcan Materials Company (NYSE: VMC) is a U.S.-based producer of construction materials that supplies the building and infrastructure markets. The company’s primary products include construction aggregates such as crushed stone, sand and gravel, as well as asphalt mixes and ready-mixed concrete. These materials are used in a wide range of projects including highways, commercial and residential construction, and public infrastructure.

Vulcan operates an integrated network of quarries, asphalt plants and concrete facilities to produce and deliver materials to contractors, municipalities and private developers.

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Even though the market is soaring, you can still find many stocks trading at huge discounts to previous highs. This is where the buying opportunities are right now, not among the artificial intelligence (AI) winners that went up 500% over the last year.

Take Remitly Global (RELY -3.02%) and Adyen (ADYEY +0.21%). The two financial technology (fintech) stocks are down over 50% from the highs they set close to five years ago -- a tremendously painful journey for any shareholder. And yet, they just might be among the best opportunities for growth investors on the stock market today.

Here's why patient investors will do well buying both Remitly and Adyen as long-term fintech growth stocks.

Today's Change

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0.21

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Current Price

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9.32

Remitly's growth story Remitly Global operates a digital remittance platform that allows individuals and small businesses to easily send money across borders. It's mainly used as a replacement for legacy money transfer services (like Western Union) by people sending funds from the United States abroad.

The application has gained significant market share since Remitly's initial public offering (IPO) in 2021, driven by its lower fees, easy-to-use mobile app, and a wide range of pickup options for receivers. Last quarter, total send volume grew 37% year over year to $16.2 billion, while total revenue had increased 572% since the IPO. Remitly is now highly profitable, generating net income of $49.1 million last quarter, for a net income margin of 11%.

Despite this growth and profit inflection, Remitly remains down 50% from its all-time highs set around the time of its IPO.

Image source: Getty Images.

Growth from a superior payments infrastructure Another market-share gainer in a different corner of the payments market is Adyen. The company has built a global payments infrastructure that allows merchants and digital platforms to process payments seamlessly, both online and offline. You may never have heard of the brand, but it processes payments for hundreds of enterprises worldwide, including long-term partners Uber Technologies and Spotify Technology.

Regardless of the payment method a customer uses, Adyen takes a small cut of every transaction. Over the last 12 months, Adyen has processed $1.69 trillion in payment volume worldwide, up from $35 billion in 2015. The company is gaining market share because of its superior technology, which benefits the growing number of merchants that need a globalized payments infrastructure.

Revenue has grown at a 38% compound annual rate in U.S. dollars since 2015, with net revenue up 20% year over year in constant currency last quarter. At the same time, Adyen stock is down 72% from its 2021 highs.

The best part about Adyen is its cost discipline, which drives strong unit economics and shows up in its various margin figures. EBITDA (earnings before interest, taxes, depreciation, and amortization) margin is expected to return to 55% by 2028, accompanied by strong revenue growth.

RELY PE Ratio data by YCharts.

Why Remitly and Adyen are great buys What makes these two fintech growth darlings most attractive is their low valuations. This is what happens when you combine durable revenue growth and falling share prices.

Right now, Remitly Global trades at a price-to-earnings (P/E) ratio of 49. This may not seem cheap at first glance, but remember that the company is just seeing a profit-margin inflection at a greater scale. Full-year revenue in 2026 is expected to be just under $2 billion. An 11% profit margin on that figure is $220 million in net income, for a forward P/E of 23 based on the current market cap of $5 billion. There's also plenty of room for revenue to keep growing and margins to keep expanding in the years ahead.

Adyen's valuation is simpler. It trades at a current P/E ratio of 25 with a conservative balance sheet, healthy growth prospects, and expanding profit margins.

Taken together, these fallen angels look like great buys today for investors who plan to hold for the next five to 10 years.

[url="]Cirrus Logic[/url] (Nasdaq: CRUS), a leader in high-performance, low-power audio and mixed-signal semiconductor solutions, today announced it has receiv

NEW YORK--(BUSINESS WIRE)--NewEdge Capital Group, LLC, announced today that Structured Note Strategies offered by NewEdge Investment Strategies on Envestnet's platform can now be managed alongside other investment strategies in the same account through a Unified Managed Account (UMA), extending the breadth of investment solutions available through the industry leader in Adaptive WealthTech. Wealth managers can utilize UMAs to incorporate NewEdge's Structured Note Income Portfolio (SNIP) and Str.

Posted by Defense World Staff on Jul 23rd, 2026

C.H. Robinson Worldwide, Inc. (NASDAQ:CHRW – Get Free Report) has received an average rating of “Moderate Buy” from the twenty-four analysts that are covering the company, Marketbeat.com reports. One analyst has rated the stock with a sell rating, six have given a hold rating and seventeen have assigned a buy rating to the company. The average 1 year price objective among analysts that have issued ratings on the stock in the last year is $199.4583.

A number of equities analysts have issued reports on the stock. BMO Capital Markets lifted their target price on shares of C.H. Robinson Worldwide from $180.00 to $190.00 and gave the stock a “market perform” rating in a research report on Monday, July 13th. Citizens Jmp began coverage on shares of C.H. Robinson Worldwide in a research report on Wednesday, July 15th. They issued a “market perform” rating and a $235.00 price target on the stock. Susquehanna lifted their price objective on C.H. Robinson Worldwide from $215.00 to $226.00 and gave the stock a “positive” rating in a research report on Tuesday, July 14th. Truist Financial upped their target price on C.H. Robinson Worldwide from $210.00 to $215.00 and gave the company a “buy” rating in a research note on Wednesday, July 15th. Finally, Wells Fargo & Company increased their target price on C.H. Robinson Worldwide from $210.00 to $215.00 and gave the company an “overweight” rating in a report on Thursday, April 30th.

Check Out Our Latest Stock Report on CHRW

Institutional Investors Weigh In On C.H. Robinson Worldwide Several hedge funds have recently modified their holdings of the company. Jones Kertz & Associates Inc. acquired a new stake in shares of C.H. Robinson Worldwide during the fourth quarter worth $1,557,000. Massachusetts Financial Services Co. MA acquired a new position in C.H. Robinson Worldwide in the fourth quarter valued at $3,699,000. New York State Teachers Retirement System increased its stake in C.H. Robinson Worldwide by 6.0% in the fourth quarter. New York State Teachers Retirement System now owns 104,269 shares of the transportation company’s stock valued at $16,762,000 after purchasing an additional 5,877 shares during the last quarter. KBC Group NV lifted its position in C.H. Robinson Worldwide by 8.9% during the fourth quarter. KBC Group NV now owns 214,741 shares of the transportation company’s stock worth $34,522,000 after buying an additional 17,594 shares during the period. Finally, Ritholtz Wealth Management lifted its position in C.H. Robinson Worldwide by 378.8% during the fourth quarter. Ritholtz Wealth Management now owns 10,203 shares of the transportation company’s stock worth $1,640,000 after buying an additional 8,072 shares during the period. 93.15% of the stock is owned by institutional investors and hedge funds.

C.H. Robinson Worldwide Trading Down 1.0% Shares of CHRW stock opened at $207.35 on Thursday. The stock has a market cap of $24.44 billion, a P/E ratio of 41.97, a P/E/G ratio of 1.80 and a beta of 0.91. The company has a quick ratio of 1.59, a current ratio of 1.59 and a debt-to-equity ratio of 0.79. C.H. Robinson Worldwide has a fifty-two week low of $96.89 and a fifty-two week high of $210.33. The business has a fifty day simple moving average of $186.16 and a 200-day simple moving average of $180.44.

C.H. Robinson Worldwide (NASDAQ:CHRW – Get Free Report) last released its quarterly earnings data on Wednesday, April 29th. The transportation company reported $1.35 EPS for the quarter, topping the consensus estimate of $1.24 by $0.11. The business had revenue of $4.01 billion for the quarter, compared to analyst estimates of $4.05 billion. C.H. Robinson Worldwide had a net margin of 3.70% and a return on equity of 35.49%. During the same period in the previous year, the firm earned $1.17 EPS. The business’s revenue for the quarter was down .9% compared to the same quarter last year. On average, analysts forecast that C.H. Robinson Worldwide will post 6.11 earnings per share for the current fiscal year.

C.H. Robinson Worldwide Dividend Announcement The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 5th were given a $0.63 dividend. This represents a $2.52 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, June 5th. C.H. Robinson Worldwide’s dividend payout ratio is currently 51.01%.

C.H. Robinson Worldwide Company Profile (Get Free Report)

C.H. Robinson Worldwide, Inc is a third-party logistics provider founded in 1905 and headquartered in Eden Prairie, Minnesota. Originally established as a produce brokerage firm, the company has since expanded its offerings to become one of the world’s largest freight and logistics intermediaries. C.H. Robinson leverages a global network of transportation providers, technology platforms, and in-house expertise to connect shippers and carriers across multiple modes of transportation.

The company’s primary services include truckload, less-than-truckload (LTL), intermodal, air and ocean freight, and managed transportation solutions.

Featured Articles Five stocks we like better than C.H. Robinson Worldwide Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

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NEXT HEADLINE »Eastman Chemical Company (NYSE:EMN) Given Consensus Rating of “Moderate Buy” by Analysts

Posted by Defense World Staff on Jul 23rd, 2026

Shares of Eastman Chemical Company (NYSE:EMN – Get Free Report) have earned a consensus recommendation of “Moderate Buy” from the fourteen brokerages that are presently covering the company, Marketbeat.com reports. Seven equities research analysts have rated the stock with a hold rating and seven have issued a buy rating on the company. The average 1-year price target among brokerages that have covered the stock in the last year is $80.50.

EMN has been the subject of several research analyst reports. Weiss Ratings reiterated a “hold (c)” rating on shares of Eastman Chemical in a research report on Monday, May 18th. Royal Bank Of Canada increased their price target on shares of Eastman Chemical from $79.00 to $82.00 and gave the stock a “sector perform” rating in a report on Tuesday, May 5th. Citigroup lowered their price objective on shares of Eastman Chemical from $88.00 to $85.00 and set a “buy” rating on the stock in a research report on Wednesday, June 24th. JPMorgan Chase & Co. lifted their price objective on shares of Eastman Chemical from $80.00 to $82.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $82.00 target price on shares of Eastman Chemical in a research report on Tuesday, May 5th.

View Our Latest Analysis on Eastman Chemical

Hedge Funds Weigh In On Eastman Chemical Several institutional investors have recently modified their holdings of EMN. MUFG Securities EMEA plc purchased a new stake in Eastman Chemical in the second quarter worth approximately $25,000. Altshuler Shaham Ltd purchased a new position in shares of Eastman Chemical during the fourth quarter worth approximately $25,000. Brown Lisle Cummings Inc. raised its stake in shares of Eastman Chemical by 70.0% during the fourth quarter. Brown Lisle Cummings Inc. now owns 425 shares of the basic materials company’s stock worth $27,000 after acquiring an additional 175 shares in the last quarter. Garton & Associates Financial Advisors LLC bought a new stake in shares of Eastman Chemical in the 4th quarter worth approximately $27,000. Finally, Los Angeles Capital Management LLC purchased a new stake in shares of Eastman Chemical in the 4th quarter valued at $27,000. 83.65% of the stock is currently owned by institutional investors.

Eastman Chemical Trading Up 0.3% Shares of Eastman Chemical stock opened at $69.21 on Thursday. Eastman Chemical has a 12-month low of $56.11 and a 12-month high of $83.47. The company has a current ratio of 1.47, a quick ratio of 0.71 and a debt-to-equity ratio of 0.73. The company has a market cap of $7.91 billion, a price-to-earnings ratio of 20.06, a PEG ratio of 0.89 and a beta of 1.07. The company’s 50-day moving average price is $71.16 and its 200-day moving average price is $72.11.

Eastman Chemical (NYSE:EMN – Get Free Report) last released its quarterly earnings results on Thursday, April 30th. The basic materials company reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.07 by $0.02. The firm had revenue of $2.18 billion during the quarter, compared to analyst estimates of $2.17 billion. Eastman Chemical had a net margin of 4.62% and a return on equity of 8.88%. The business’s revenue for the quarter was down 4.9% on a year-over-year basis. During the same period in the previous year, the business earned $1.91 EPS. Eastman Chemical has set its Q2 2026 guidance at 1.700-1.900 EPS. On average, equities analysts expect that Eastman Chemical will post 6.3 earnings per share for the current fiscal year.

Eastman Chemical Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Wednesday, July 8th. Shareholders of record on Monday, June 15th were paid a dividend of $0.84 per share. The ex-dividend date of this dividend was Monday, June 15th. This represents a $3.36 annualized dividend and a yield of 4.9%. Eastman Chemical’s payout ratio is 97.39%.

Eastman Chemical Company Profile (Get Free Report)

Eastman Chemical Company (NYSE: EMN) is a global specialty materials company that develops, manufactures and markets a broad range of advanced materials, chemicals and fibers. Its product portfolio spans performance additives, functional products, and engineered plastics designed to enhance the durability, appearance and performance of end products across diverse industries.

The company’s main business activities include the production of specialty chemicals used in adhesives, coatings, building materials and consumer care applications, as well as high-performance plastics for packaging, automotive and electronics markets.

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Posted by Defense World Staff on Jul 23rd, 2026

Arrow Electronics (NYSE:ARW – Get Free Report) is expected to release its Q2 2026 results before the market opens on Thursday, July 30th. Analysts expect the company to announce earnings of $4.45 per share and revenue of $9.5420 billion for the quarter. Arrow Electronics has set its Q2 2026 guidance at 4.32-4.520 EPS. Parties can check the company’s upcoming Q2 2026 earning overview page for the latest details on the call scheduled for Thursday, July 30, 2026 at 1:00 PM ET.

Arrow Electronics (NYSE:ARW – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The technology company reported $5.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.92 by $2.30. Arrow Electronics had a return on equity of 11.40% and a net margin of 2.17%.The company had revenue of $9.47 billion during the quarter, compared to analysts’ expectations of $8.39 billion. During the same quarter in the prior year, the business posted $1.80 earnings per share. The company’s revenue for the quarter was up 39.0% compared to the same quarter last year. On average, analysts expect Arrow Electronics to post $19 EPS for the current fiscal year and $20 EPS for the next fiscal year.

Arrow Electronics Stock Up 1.4% ARW stock opened at $219.21 on Thursday. The firm’s 50-day moving average is $215.46 and its two-hundred day moving average is $172.61. The company has a market capitalization of $11.21 billion, a price-to-earnings ratio of 15.68 and a beta of 1.20. Arrow Electronics has a 52 week low of $101.79 and a 52 week high of $237.33. The company has a current ratio of 1.24, a quick ratio of 1.02 and a debt-to-equity ratio of 0.35.

Arrow Electronics declared that its board has approved a share buyback plan on Wednesday, May 13th that authorizes the company to buyback $1.00 billion in outstanding shares. This buyback authorization authorizes the technology company to buy up to 9.7% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board of directors believes its shares are undervalued.

Insider Buying and Selling In related news, insider Eric Nowak sold 3,473 shares of the stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $210.99, for a total transaction of $732,768.27. Following the completion of the sale, the insider directly owned 48,835 shares of the company’s stock, valued at $10,303,696.65. This represents a 6.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Carine Lamercie Jean-Claude sold 3,000 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $216.00, for a total transaction of $648,000.00. Following the sale, the senior vice president owned 12,626 shares of the company’s stock, valued at $2,727,216. The trade was a 19.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Arrow Electronics A number of hedge funds have recently modified their holdings of the stock. Invesco Ltd. lifted its holdings in shares of Arrow Electronics by 5.4% during the fourth quarter. Invesco Ltd. now owns 288,427 shares of the technology company’s stock valued at $31,779,000 after purchasing an additional 14,821 shares during the last quarter. Corient Private Wealth LLC boosted its position in shares of Arrow Electronics by 18.2% in the 4th quarter. Corient Private Wealth LLC now owns 47,864 shares of the technology company’s stock valued at $5,274,000 after purchasing an additional 7,380 shares during the period. Vident Advisory LLC increased its stake in Arrow Electronics by 8.9% in the 4th quarter. Vident Advisory LLC now owns 9,333 shares of the technology company’s stock worth $1,028,000 after purchasing an additional 760 shares in the last quarter. XTX Topco Ltd purchased a new position in Arrow Electronics in the 4th quarter worth about $2,266,000. Finally, Voloridge Investment Management LLC acquired a new stake in Arrow Electronics during the 4th quarter worth about $8,466,000. 99.34% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth Several equities research analysts recently commented on the company. Bank of America raised Arrow Electronics from an “underperform” rating to a “neutral” rating and boosted their target price for the stock from $122.00 to $233.00 in a report on Wednesday, May 13th. Raymond James Financial reiterated an “outperform” rating and set a $220.00 price target on shares of Arrow Electronics in a research report on Friday, May 8th. Wells Fargo & Company boosted their price objective on Arrow Electronics from $165.00 to $175.00 and gave the stock an “underweight” rating in a research note on Monday. Truist Financial upped their price objective on Arrow Electronics from $240.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, June 4th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Arrow Electronics in a research note on Tuesday, May 26th. One research analyst has rated the stock with a Strong Buy rating, three have given a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $222.00.

Check Out Our Latest Stock Analysis on ARW

About Arrow Electronics (Get Free Report)

Arrow Electronics (NYSE: ARW) is a global provider of products, services and solutions to industrial and commercial users of electronic components and enterprise computing solutions. The company offers a broad portfolio of semiconductors, passives, connectors, electromechanical devices and embedded solutions, serving customers across diverse end markets including automotive, communications, computing, aerospace, defense and healthcare. Through its extensive supplier relationships, Arrow enables design engineers to identify and procure components required for the development of new electronic systems and devices.

In addition to component distribution, Arrow delivers value-added services such as design engineering support, supply chain management, global logistics and technical training.

Featured Stories Five stocks we like better than Arrow Electronics Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play

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We're seven months into 2026, and it's fair to say investors have faced more headline risk and volatility in oil stocks than they bargained for this year.

The on-again/off-again nature of the war in Iran is creating wide swings in oil prices, reminding investors that this corner of financial markets is fraught with headline risk. Yet even with all the turbulence, wholesale West Texas Intermediate (WTI) prices are up 49% year to date. In comparison, the S&P Energy Sector Index is up 31.4%, confirming energy's status as the best-performing group in the S&P 500.

This energy stock could be durable even if crude prices slump. Image source: Getty Images. 

Of course, the bumps associated with energy investing aren't for everyone, underscoring why some investors opt for pipeline stocks like Plains All American Pipeline (PAA +0.66%). Up 36% this year, Plains All American is clearly participating in the broader energy rally, but it's not necessarily a "sell" if crude prices pull back in a big way.

All good on the Plains Like its midstream brethren, Plains All American operates a toll-road business model. That means it collects steady fees on the transportation and storage of natural gas and oil. One of the benefits of that model is reduced sensitivity to the price gyrations of those commodities. Yes, Plains All American and plenty of other pipeline equities are soaring this year, but over longer holding periods, these stocks aren't as sensitive to crude and natural gas prices as exploration and production stocks are.

The long and the short of it is that with WTI prices below $90 on Tuesday, July 21, shares of Plains All American could prove somewhat durable even if the U.S. and Iran reach a lasting peace deal that sends oil prices lower.

Investors should also consider that this pipeline operator isn't letting headlines dictate its day-to-day operations. Last week, Plains All American, citing strength in its Canadian and Permian Basin operations, told investors it will spend $400 million to $450 million this year, up from a prior forecast of $350 million.

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Even if the war in Iran isn't resolved in the near term, Plains All American has avenues to benefit, as CEO Willie Chiang points out that global crude supplies are tight, which is driving more demand for North American oil. In turn, that drives more demand for the services offered by midstream companies such as Plains All American.

An all-American dividend In addition to reduced sensitivity to energy commodity prices, one of the big reasons so many investors flock to the midstream is the segment's reputation for attractive dividends. With a yield of 6.8%, Plains All American certainly embodies the midstream spirit of large payouts.

More importantly, the company's trailing-12-month dividend payout has more than doubled over the past five years, confirming that Plains All American has delivered payout growth across a variety of oil price environments.

There's support for that dividend. The company raised $3.3 billion from the May sale of its Canadian midstream business, enabling it to reduce leverage. Declining leverage and cost efficiencies from previous acquisitions could improve dividend coverage, suggesting Plains All American may be a dependable income idea regardless of what's happening in the oil market.

Posted by Defense World Staff on Jul 23rd, 2026

Shares of Helen of Troy Limited (NASDAQ:HELE – Get Free Report) crossed above its 200-day moving average during trading on Wednesday . The stock has a 200-day moving average of $21.35 and traded as high as $28.26. Helen of Troy shares last traded at $28.19, with a volume of 349,183 shares traded.

Wall Street Analysts Forecast Growth HELE has been the subject of a number of research analyst reports. Zacks Research cut Helen of Troy from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 6th. Weiss Ratings raised Helen of Troy from a “sell (d-)” rating to a “sell (d)” rating in a research note on Wednesday, July 8th. UBS Group increased their price objective on Helen of Troy from $25.00 to $28.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Canaccord Genuity Group raised their price objective on Helen of Troy from $23.00 to $25.00 and gave the company a “hold” rating in a research report on Thursday, July 9th. Finally, Wall Street Zen upgraded shares of Helen of Troy from a “hold” rating to a “strong-buy” rating in a report on Sunday, July 12th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $26.50.

Check Out Our Latest Analysis on HELE

Helen of Troy Stock Up 3.3% The company has a quick ratio of 0.81, a current ratio of 1.78 and a debt-to-equity ratio of 0.82. The company’s fifty day moving average price is $26.87 and its 200-day moving average price is $21.35. The stock has a market capitalization of $656.55 million, a PE ratio of -1.57 and a beta of 1.31.

Helen of Troy (NASDAQ:HELE – Get Free Report) last posted its quarterly earnings results on Wednesday, July 8th. The company reported $0.17 earnings per share for the quarter, topping the consensus estimate of $0.02 by $0.15. Helen of Troy had a positive return on equity of 6.46% and a negative net margin of 22.70%.The company had revenue of $402.12 million for the quarter, compared to the consensus estimate of $374.55 million. During the same quarter in the prior year, the business posted $0.41 EPS. The firm’s quarterly revenue was up 8.2% compared to the same quarter last year. Helen of Troy has set its FY 2027 guidance at 3.250-3.750 EPS. Analysts forecast that Helen of Troy Limited will post 2.85 earnings per share for the current year.

Institutional Investors Weigh In On Helen of Troy A number of institutional investors have recently modified their holdings of HELE. iSAM Funds UK Ltd purchased a new position in shares of Helen of Troy in the 3rd quarter worth about $27,000. Allworth Financial LP boosted its stake in Helen of Troy by 922.7% in the 4th quarter. Allworth Financial LP now owns 1,350 shares of the company’s stock worth $29,000 after purchasing an additional 1,218 shares in the last quarter. Farther Finance Advisors LLC grew its position in Helen of Troy by 5,529.2% during the 4th quarter. Farther Finance Advisors LLC now owns 1,351 shares of the company’s stock valued at $29,000 after purchasing an additional 1,327 shares during the last quarter. Larson Financial Group LLC grew its position in Helen of Troy by 1,323.2% during the 3rd quarter. Larson Financial Group LLC now owns 1,352 shares of the company’s stock valued at $34,000 after purchasing an additional 1,257 shares during the last quarter. Finally, Hantz Financial Services Inc. increased its stake in Helen of Troy by 497.1% during the 4th quarter. Hantz Financial Services Inc. now owns 2,257 shares of the company’s stock valued at $48,000 after purchasing an additional 1,879 shares in the last quarter.

About Helen of Troy (Get Free Report)

Helen of Troy Limited is a global consumer products company that designs, sources and markets a diversified portfolio of household, health and beauty brands. Headquartered in El Paso, Texas, the company operates through three principal segments—Health & Home, Housewares and Beauty—offering products under well-known names including OXO, Vicks, Braun, Honeywell Home, PUR and Hot Tools. Helen of Troy distributes its products through a combination of mass, specialty and e-commerce channels to consumers, retailers and distributors worldwide.

The Housewares segment features kitchen tools, gadgets and organizational solutions marketed primarily under the OXO brand, recognized for its ergonomic “Good Grips” design.

Further Reading Five stocks we like better than Helen of Troy Could Truth API Become Trump Media’s First Meaningful Revenue Driver? Small Caps Are Crushing the S&P 500—3 Stocks Still Worth Buying Moog Is More Than a Missile Maker, and Wall Street Is Noticing A Boring Dividend Growth Strategy Becomes a Solid Defensive Play Receive News & Ratings for Helen of Troy Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Helen of Troy and related companies with MarketBeat.com's FREE daily email newsletter.

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The deal—for an undisclosed sum—was made through its Enilive subsidiary that is co-owned with U.S private equity company KKR, which has a 30% stake.

CLEVELAND--(BUSINESS WIRE)--Cleveland-Cliffs Inc. (NYSE: CLF) today reported second-quarter results for the period ended June 30, 2026. Second-Quarter Consolidated Results Revenues of $5.2 billion, a $300 million increase from the prior quarter Operating cash flow of $230 million GAAP net loss of $134 million and adjusted net loss1 of $115 million Adjusted EBITDA2 of $286 million, a $191 million increase from the prior quarter GAAP net loss of $0.25 per diluted share and adjusted net loss1 of $.

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23.07.2026 11:58

Obchodování na hlavních evropských akciových trzích je dopoledne více či méně negativní. Index DAX ztrácí 0,7 %, CAC40 je dole o procento, AEX klesá o 0,3 % a londýnský FTSE100 mírně ustupuje o 0,1 procenta.

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Tagy: ropa, forex, akcie, umělá inteligence, dluhopisy, AI
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Scancell Holdings PLC (AIM:SCLP, OTC:SCNLF, FRA:SCP), the Oxford-based cancer immunotherapy developer listed on London's junior AIM market, has agreed an all-share merger with US biotech Neuphoria Therapeutics that will give it a Nasdaq listing and access to American investors.

The combined group will keep the Scancell name and apply to trade on Nasdaq under the ticker SCLT, while retaining its existing AIM quotation.

Alongside the deal, Scancell expects to raise up to $89 million through a mix of equity and debt to fund a global registrational phase III trial of its lead treatment in advanced melanoma.

The company has secured commitments from new and existing shareholders for a private placement of $39.1 million, roughly £29.2 million.

It is launching a UK placing today to raise about $12 million and a retail offer of up to $3 million.

Scancell has also signed a non-binding term sheet with funds managed by BlackRock for debt financing of up to $25 million.

Completion of the merger is expected to bring at least a further $10 million into the enlarged group from Neuphoria's own cash balances.

Existing Scancell shareholders will own 85.5% of the combined company on a pro forma basis, with Neuphoria holders taking 14.5%.

The lead asset, iSCIB1+, is an off-the-shelf immunotherapy designed to prompt the patient's own immune system to attack tumour cells.

It has fast-track designation from the US Food and Drug Administration, a status intended to speed the review of treatments addressing serious conditions.

Data from the mid-stage SCOPE study showed 77% progression-free survival at 22 months when the treatment was combined with the established checkpoint drugs ipilimumab and nivolumab.

Further progression-free and overall survival data from that study are expected within the next 12 months.

The financing is intended to carry the phase III trial through to its primary readout in the second half of 2028 and to extend the group's cash runway into 2029.

Chief executive Dr Phil L'Huillier said the transaction gave Scancell access to US investors and the wider American life sciences sector for the capital needed to run the registrational study.

Neuphoria chairman Alan Fisher said the deal let his shareholders participate in the future value of Scancell's oncology pipeline while retaining potential upside from Neuphoria's partnered assets through contingent value rights.

Both boards have approved the transaction unanimously, and it requires shareholder approval on both sides.

The company, which filed for bankruptcy protection in 2017, stands to benefit from growing support for nuclear power and President Trump's deal with Saudi Arabia.

Memory chip maker Sandisk (SNDK +0.62%) was the best-performing stock in the S&P 500 (^GSPC -0.14%) in 2025, and it's currently leading the index higher in 2026. The stock has advanced 570% year to date amid a severe memory chip supply shortage fueled by the artificial intelligence infrastructure build-out.

In general, analysts think Sandisk remains undervalued. Wall Street's median target price of $2,500 per share implies 57% upside from its current share price of $1,590. But I think the stock will increase 91% to $3,040 per share by August 2027 (i.e., when the company reports financial results for the full fiscal year).

Here's my logic.

Image source: The Motley Fool.

Sandisk is capitalizing on AI-driven demand for NAND flash memory Sandisk develops storage solutions based on NAND flash memory. Once a sleepy consumer brand, it has shifted focus to enterprise solid-state drives (SSDs), which play an important role in supporting artificial intelligence workloads. Specifically, NAND-based SSDs provide storage for active AI training data and models before they are loaded into DRAM (working memory).

"NAND flash is emerging as the only economically viable solution to deliver the capacity, performance, and efficiency required to keep models accessible for real-time inference at scale," according to CEO David Goeckeler. Sandisk is capitalizing on that opportunity by expanding its enterprise SSD portfolio. Products based on Stargate, a new controller built to improve enterprise SSD storage density, will begin shipping this quarter.

Meanwhile, Sandisk in July started sampling chips built on BiCS10 architecture, the 10th generation of its 3D NAND flash memory technology. Compared to the previous generation, BiCS10 increases bit density by 59%, meaning more data can be store in the same physical space. Also, memory chips built on the new architecture are 33% faster and much more power efficient than chips built on the previous BiCS8 architecture.

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Wall Street expects Sandisk's revenue to grow 155% in fiscal 2027 Sandisk reported impressive financial results for the third quarter of fiscal 2026 (ended in March). Revenue rose 251% to $5.9 billion, driven by especially strong sales growth in the data center segment. And non-GAAP earnings increased to $23.41 per diluted share, up from a loss of $0.30 per diluted share in the previous year.

Sandisk will likely keep posting strong numbers for the foreseeable future. But memory chips sales have historically been highly cyclical because manufacturers tend to overproduce during periods of robust demand. That creates supply gluts that ultimately drive prices lower. For instance, demand for memory chips soared during the pandemic, but DRAM and NAND prices had dropped about 70% by 2023.

Naturally, investors are concerned that history will repeat itself. Those fears are warranted, at least to some degree. Several memory chip manufacturers are constructing new plants to increase production capacity, and some of that new supply will hit the market in 2027 and 2028. On the other hand, demand is so intense today that memory chip manufacturers have secured multiyear contracts.

As of April, Sandisk had signed five long-term agreements. "These partnerships support durable, structurally higher earnings and a significantly more predictable and less cyclical business for Sandisk," said CEO David Goeckeler. "We believe this marks a fundamental evolution of our business centered on deeper customer alignment, enhanced visibility, and long-term value creation."

Nevertheless, concerns about a sharp decline in memory prices will likely linger, putting downward pressure on Sandisk's valuation over the next year. The stock currently trades at 18 times sales, but I will assume that metric falls to 9 times sales after Sandisk reports financial results for fiscal 2027 next August.

The Wall Street consensus says revenue will increase about 155% to $50 billion in fiscal 2027. If that forecast is accurate and shares trade at 9 times sales, Sandisk's market value would reach $450 billion. That implies 91% upside from its current market value of $235 billion. It also implies a stock price of $3,040 per share.

FTAI Aviation (FTAI) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Relx NYSE: RELX reported stronger first-half results, with management pointing to broad-based growth across its four divisions and continued momentum from AI-enabled analytics and decision tools.

Chief Executive Erik Engstrom said underlying revenue grew 7% in the first half, while underlying adjusted operating profit rose 9%. Adjusted earnings per share increased 11% at constant currency. Engstrom said all four business areas “continued to perform well,” with Risk maintaining strong growth, STM stepping up to strong growth, Legal posting a further acceleration, and Exhibitions continuing to grow despite some event-related disruption.

Chief Financial Officer Nick Luff said the group’s adjusted operating margin improved by 70 basis points to 35.5%. Cash conversion was 98%, and leverage stood at 2.3 times net debt to EBITDA at the end of June. Relx increased its interim dividend by 7% to GBP 0.209 per share.

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Luff said the company spent GBP 103 million on two acquisitions in the first half and completed GBP 1.75 billion of its planned GBP 2.25 billion share buyback program for the year. Total free cash flow was more than GBP 1.1 billion, while net debt stood at GBP 8.7 billion at the end of June.

Risk, STM and Legal Drive Profit Growth Ahead of Revenue Engstrom said the Risk division delivered 8% underlying revenue growth and 10% underlying adjusted operating profit growth. He attributed the performance to “deeply embedded AI-enabled analytics and decision tools,” supported by contributory and proprietary data sets. More than 90% of Risk revenue comes from machine-to-machine interactions, he said.

Within Risk, Business Services, which accounts for more than 40% of divisional revenue, continued to benefit from demand for financial crime compliance and digital fraud and identity solutions. Insurance, also around 40% of divisional revenue, saw growth from broader adoption of contributory databases and market-specific solutions.

STM revenue rose 6% on an underlying basis, while underlying adjusted operating profit increased 8%. Engstrom said growth was supported by a shift toward higher-growth, higher-value analytics and decision tools, as well as new product introductions. He cited continued rollout and usage growth of AI-enabled tools, including LeapSpace, which he described as a “research-grade AI workspace” that has been positively received by customers.

In primary research, Relx said article submissions grew more than 20% in the first half, while the number of articles published increased 7%, in line with the company’s long-term average. In response to an analyst question, Engstrom said submissions may moderate over time to low double-digit growth, but he expects strong volume growth to continue for years. He said Relx is becoming “more selective” in what it publishes as part of its quality positioning.

Legal posted 10% underlying revenue growth and 13% underlying adjusted operating profit growth. Engstrom said double-digit growth in law firms and corporate legal, which represent about 70% of divisional revenue, was driven by adoption of Lexis+ with Protégé, the company’s AI-enabled legal platform with an integrated agentic assistant.

AI Tools Remain Central to Strategy Management repeatedly pointed to AI-enabled products as a key driver of Relx’s improving growth profile. Engstrom said the company’s strategic direction is unchanged, with long-term growth supported by a business mix shift toward analytics and decision tools. He said the evolution of artificial intelligence is enabling Relx to add more value for customers and launch products faster.

On LeapSpace, Engstrom said it should be viewed both as an evolution of ScienceDirect AI and as a product with substantial new functionality. He said customer feedback has been “very, very positive,” with users citing time savings and support for critical thinking. Active users nearly doubled over a 90-day period from March to June, he said, while usage grew faster than the user base.

In Legal, Engstrom said new sales are now “pretty much” 90% from the AI-enabled platform, while roughly three-quarters of renewal value is coming from Lexis+ with Protégé. He said the initial move to the AI-enabled platform is a starting point for future growth rather than the endpoint. Luff cited the integration of Lex Machina into Lexis+ Protégé as an example of additional functionality being added to the platform.

Luff said token costs associated with AI usage remain less than 1% of the company’s overall cost base. He said Relx sees managing token costs effectively for customers as a competitive advantage, supported by how the company configures its technology and pre-processes underlying content.

Exhibitions Growth Moderated by Timing and Travel Disruption Exhibitions delivered 6% underlying revenue growth, while underlying adjusted operating profit increased 2%. Engstrom said the division’s performance reflected strong ongoing growth in the event portfolio, partly offset by travel disruption, event cycling, timing and the rescheduling of some events to the second half.

Luff said events still to run in the Middle East represent about 3% of divisional revenue, or less than 0.5% of group revenue. He said Relx is still planning to run most of those events but acknowledged uncertainty around their performance. He also said travel disruption affected participation from or through the Middle East at events outside the region.

Management Reiterates Full-Year Growth Expectations For the full year, Relx said it expects continued strong underlying revenue growth in Risk, STM and Legal, with underlying adjusted operating profit growth exceeding underlying revenue growth in each of those divisions. For Exhibitions, excluding uncertainty around remaining Middle East events, the company continues to expect strong underlying revenue growth and an improvement in adjusted operating margin over the prior full year.

Luff said Relx continues to target cost growth below revenue growth across its businesses. He said the gap between revenue growth and profit growth has widened in recent years, helped by revenue acceleration and internal use of generative AI to improve efficiency.

Engstrom said Relx’s objectives remain to sustain strong long-term growth in Risk, continue improving growth trajectories in STM and Legal, and sustain strong long-term growth in Exhibitions. He said the combination of business mix changes and process innovation should support strong earnings growth and improving returns.

About Relx (NYSE:RELX)RELX plc is a global provider of information, analytics and decision tools for professional and business customers. The company supplies content, data and analytical services that support decision-making across scientific, technical and medical research, legal and regulatory practice, and risk and business analytics. RELX's offerings are largely delivered via digital platforms and subscription services designed for institutions, corporations and professionals who require specialized, high-value information and workflow solutions.

RELX operates through distinct business lines that include Elsevier, which provides scientific, technical and medical journals, books and online platforms such as research and discovery tools; Legal and Professional services, which deliver legal, regulatory and compliance content and workflow solutions; Risk & Business Analytics, which offers data, analytics and decision tools for insurance, banking, corporate and government risk assessment; and Exhibitions, which organizes industry trade shows and events.

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

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Tesla Inc (NASDAQ:TSLA) managed the unusual feat of selling more cars than ever before and being punished for it, with shares falling 4% after hours and wiping roughly $71 billion from the electric carmaker's value.

Start with the good, because there genuinely is some. Revenue of $28.24 billion was up 26% year-on-year and comfortably ahead of the $25.71 billion analysts had pencilled in.

Deliveries of 480,126 vehicles were a second-quarter record and the first annual growth in two years, ending a slump driven by Chinese competition and a consumer backlash against Elon Musk's politics.

The services division, which includes out-of-warranty repairs, grew revenue 50% to $4.58 billion at record margins, a reminder that the most boring part of the business is quietly among the healthiest.

Subscriptions to Full Self-Driving, which despite the name still requires a human ready to grab the wheel, rose 56% to 1.48 million, generating $791 million of annual recurring revenue.

Chief financial officer Vaibhav Taneja said the company left the quarter with its biggest order backlog since 2023.

Now the bad. Adjusted earnings of 33 cents a share came in barely two-thirds of the 51 cents Wall Street expected.

Gross margin fell to 16.8%, against forecasts of 19.4%, as average selling prices dropped and revenue from selling regulatory credits to rival carmakers collapsed from $439 million to $146 million.

That last line matters more than it looks, because those credits were nearly pure profit and are not coming back.

Tesla is now selling cheaper Model 3 and Y variants after retiring the pricier Model S and X, which is a fine way to move metal and a poor way to defend margins.

Operating expenses rose 47% to $4.35 billion, roughly twice the pace of revenue growth, dragging operating margin down to 1.4% from 4.1%.

Then the ugly, or at least the expensive.

Capital expenditure jumped 142% to $5.79 billion and free cash flow swung to a deficit of $1.09 billion, from a $146 million surplus a year earlier.

Taneja has guided to more than $25 billion of capex this year, close to three times the 2025 figure, and warned that operating costs will keep climbing into 2027.

In fairness to Tesla, the burn was smaller than the $3.6 billion analysts had feared, which is the sort of consolation prize that only makes sense in this stock.

The money is going into artificial intelligence compute, six new factories, Optimus humanoid robot lines at Fremont, and Terafab, a semiconductor project run jointly with SpaceX.

Musk described Optimus as the hardest product Tesla has ever tried to manufacture, noting there is no existing supply chain for it, which is true and also not obviously reassuring.

None of it generates revenue yet, and Musk has conceded robotaxi income will not become meaningful until 2027.

The strategic subtext was harder to miss than usual.

Asked whether Tesla and SpaceX might merge, Musk cited the growing overlap around Terafab before observing that one cannot discuss combining companies on an earnings call, having just spent an hour describing two companies that increasingly cannot function without each other.

Analysts have put the odds of a combination at 80% to 90% by early 2027.

Investors have already marked Tesla down 17% this year against a rising Nasdaq, and SpaceX has shed more than 40% from its post-listing peak.

The pitch is that the spending buys a robotics and autonomy platform worth far more than a carmaker.

The problem is that shareholders are being asked to fund it out of a business whose margins are going the wrong way.

Alphabet Inc (NASDAQ:GOOG) shares fell almost 3% after hours, wiping almost $125 billion from its valuation, despite second-quarter results that beat Wall Street forecasts on both revenue and earnings.

The Google parent reported revenue of $119.8 billion and earnings per share of $9.11, against analyst expectations of $116.9 billion.

Google Cloud revenue rose 82% year on year to $24.77 billion, and remaining performance obligations, the value of contracts signed but not yet delivered, reached $514 billion against a forecast $488.1 billion.

The share price reaction points to the number investors actually cared about.

Capital expenditure hit $44.9 billion in the quarter, double the same period last year, keeping Alphabet on track for full-year spending of $180 billion to $190 billion.

Free cash flow fell roughly 47% year on year in the first quarter to $10.1 billion, and chief financial officer Anat Ashkenazi has already told investors 2027 spending will increase significantly again.

The stock has dropped in each of the past three months and sits below its 52-week high, behind Apple and Nvidia for the year despite an 11% gain.

Adding to the unease, Bloomberg reported Google has delayed its Gemini 3.5 Pro model over concerns about how it compares with rivals, a claim the company disputes.

The click that never comes

Beneath the quarterly numbers sits a structural problem that no earnings beat resolves.

Google's advertising business, which delivered $81.63 billion this quarter, depends on an open web of publishers producing the content its search results index and monetise.

That web is contracting.

Ahrefs data published in February found AI Overviews, the AI-generated summaries Google places above search results, cut click-through rates for the top-ranked link by 58%, nearly double the figure measured eight months earlier.

Roughly 83% of searches featuring an AI Overview end without a click to any website.

The consequences are already visible: Business Insider lost 55% of its organic traffic and cut 21% of staff, CNN saw traffic fall about 30% year on year, and DMG Media, owner of MailOnline, reported click-through declines of up to 89% on affected queries.

Gartner forecasts that half or more of organic search traffic to websites will disappear by 2028.

Eating the goose

The logic is uncomfortable for Alphabet. Search advertising works because users click through to pages carrying more advertising, much of it also sold by Google.

If publishers close, the corpus of fresh, reliable content that makes AI Overviews useful thins out, and the inventory Google monetises across the wider web shrinks with it.

Advertisers then concentrate spending inside the walled gardens, which flatters Google in the short term and narrows the ecosystem it depends on over the longer term.

Wall Street has so far treated this as someone else's problem, focusing instead on cloud growth and capex discipline.

That is unlikely to hold indefinitely. The moment search revenue growth decelerates while capital spending keeps climbing, the two stories converge, and investors will be asked to value a business that has consumed part of its own supply chain.

Anna Edwards, Guy Johnson and Adam Linton break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." -------- More on Bloomberg Television and Markets Like this video?

In the July 22 after-hours session, immediately after filing second-quarter (Q2) earnings, Google (NASDAQ: GOOGL) stock plummeted 3.31% from its close at $342.09 to $330.76, effectively wiping $138 billion from Alphabet’s market capitalization.

Google stock price one-day chart. Source: Google At face value, the downward move appears odd given that the blue-chip chipmaker unveiled a massive revenue beat, revealing its sales were $119.80 billion when $116.93 billion was expected.

However, already the other most-cited metric following quarterly filings – earnings per share (EPS) – offers a hint into the reason for the crash. Indeed, Google’s Q2 EPS proved lower than the expected $2.89, at $2.85.

Google CapEx to soar to $200 amid rising AI profitability concerns Additionally and perhaps most damningly from the point of view of shareholders, Alphabet has revised its capital expenditure (CapEx) expectations from the range between $180 billion and $190 billion from the previous quarter to a staggering $195 billion to $205 billion.

The move follows growing discomfort over investments in artificial intelligence (AI) as, despite the reported progress from various involved firms, there remains a general lack of clear evidence that adoption is unambiguously beneficial – especially following the 2026 trend of increasing usage prices, arguably in an effort to stop subsidizing customers.

Google’s CapEx is, in particular, controversial as the company made its first equity offer in decades in June, signalling its profits – or creditors – are no longer able to support expenditure fully.

Additional evidence backing the concern can be found in the fact that Google’s free cash flow dropped to a negative $5.9 billion for the first time in over a decade.

Meanwhile, July also brought rising competition from cheaper Chinese models, which appear to be perceived as a sufficient threat that multiple AI companies now seem to be calling for tighter regulation.

Notably, these firms have previously been against such constraints to a sufficient degree that the Federal Government made attempts to ban States from implementing their own regulation.

Google laments supply constraints, plans to lease external AI compute Finally, Alphabet also reiterated its previous point about constraints presented by insufficient capacity supply, signalling it would seek external compute and warning the new approach could have a temporary negative impact on margins.

Google recently entered an agreement with Elon Musk’s newer public company, SpaceX (NASDAQ: SPCX), to lease some of its data centers along with Anthropic and might be able to find additional external capacity with Meta Platforms (NASDAQ: META).

By press time, the actual availability of compute across the industry remains as unclear as the actual revenue and profitability from AI on account of comparatively little available information on completion of data centers relative to press releases on new planned facilities.

Featured image via Shutterstock

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