Track market-moving stories before they get noisy

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Mid-year is when serious investors stop trading the headlines and start thinking about the next decade. June 2026 has handed long-term buyers a useful gift: meaningful pullbacks in some of the most important AI platforms despite fundamentals that keep getting stronger. Three names stand out as platform-scale businesses already monetizing AI at scale, with runways that extend well beyond this quarter or even this year.

The setup matters. Goldman Sachs Asset Management’s 2026 outlook frames the central question this way: growth based on long-term transformative investments may be masking the true nature of the underlying real economy, and getting the AI capex call right is the key factor for 2026. The three picks below are levered to that capex cycle from three different angles: the chip layer, the cloud layer, and the application/ad layer.

NVIDIA (NVDA) NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) trades at $199.45, roughly 27% below its 52-week high of $236.26. That is a meaningful entry discount on a business that just printed Q1 FY27 revenue of $81.61 billion, up 85% year over year, with Data Center revenue of $75.25 billion and networking up 199%.

The bull case is straightforward. Hyperscaler AI capex is locked in, and NVIDIA is the toll booth. CEO Jensen Huang called it “the largest infrastructure expansion in human history”, and the numbers back him: $119.0 billion in total supply-related commitments, 75% non-GAAP gross margins, and a board that just authorized an additional $80 billion buyback and raised the dividend from $0.01 to $0.25 per share quarterly. Analyst consensus is 95% bullish with a $298.93 target price.

The risk: Q2 FY27 guidance of $91.0 billion ± 2% excludes China data center compute entirely, and export restrictions remain the single largest swing factor on the outlook. Buyers here are paying for the rest-of-world AI build, not Beijing.

Amazon (AMZN) Amazon (NASDAQ:AMZN) sits at $237.27, 12% below its $278.56 52-week high. The AWS reacceleration story is finally showing up in the numbers: Q1 2026 AWS revenue of $37.59 billion grew 28%, the fastest pace in 15 quarters, at a 38% operating margin.

The platform story has three legs now. AWS is reaccelerating with landmark compute commitments from OpenAI, Anthropic, and Meta. The custom silicon business (Graviton, Trainium, Nitro) crossed a $20 billion annual revenue run rate, growing triple digits year over year. And advertising hit $17.24 billion in Q1, up 24%, on a trailing-twelve-month base above $70 billion. CEO Andy Jassy framed the moment: “We’re in the middle of some of the biggest inflections of our lifetime.” Analyst sentiment is 94% bullish with a $312.99 consensus target.

The risk is the capex bill. Amazon is guiding to roughly $200 billion in 2026 capex, which has already compressed TTM free cash flow to $1.2 billion, down 95% year over year. Long-term debt has climbed to $119.1 billion. Investors buying today are funding an infrastructure cycle whose returns won’t be obvious for years.

Meta Platforms (META) Meta Platforms (NASDAQ:META) is the most contrarian pick of the three. Shares trade at $560.74, down 15% year to date and 19% over the past twelve months. That weakness has happened alongside Q1 2026 revenue growth of 33% and ad revenue of $55.02 billion growing 33%, with ad impressions up 19% and price per ad up 12%.

The bull case rests on three pillars. First, the engagement base: 3.56 billion Family of Apps daily active people, with Morningstar pegging the network at close to 4 billion monthly active users. Second, profitability: operating income of $22.87 billion grew 30%, and the company expects full-year 2026 operating income to exceed 2025 levels. Third, valuation: Morningstar rates Meta 31% undervalued against an $850 fair value estimate as of June 8, 2026, and analyst consensus sits at 89% bullish with an $827.32 target price. CEO Mark Zuckerberg framed the strategy bluntly: “We’re on track to deliver personal superintelligence to billions of people.”

The risk is the spend behind that ambition. 2026 capex guidance was raised to $125-145 billion, Reality Labs lost $4.03 billion in Q1 alone, and EU/US regulatory and youth-litigation overhangs have not gone away. Sentiment trackers register the chill: Meta’s composite prediction score sits at 43.84, neutral with a 7-day change of -15.42.

What to Watch From Here The thread connecting these three is platform durability. NVIDIA owns the silicon, Amazon owns the cloud rails plus a fast-growing chip line, and Meta owns the largest attention surface on the planet. Each is plowing record capital into AI. The earnings prints over the next two quarters, capex absorption, AWS growth rate sustainability, and Meta’s ad pricing trajectory, will tell investors whether the spend is producing the durable economic moats the bull case requires.

By PYMNTS  |  June 25, 2026

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Amazon became the largest retailer in the United States in terms of gross merchandise value sometime in 2025, overtaking Walmart, Seeking Alpha reported Thursday (June 25), citing a report by J.P. Morgan.

J.P. Morgan analyst Doug Anmuth and his team attributed Amazon’s gains to its selection, pricing and fast delivery, according to the report.

They added that the growth of Amazon’s retail business outpaced that of the broader eCommerce market in the first quarter and that the company is now estimated to hold 47% of the U.S. eCommerce market, per the report.

The PYMNTS Intelligence report “The Basket Breakaway: How Amazon Is Turning Walmart’s Store Traffic Into a Retail Weakness” found that while Walmart draws tens of millions of people into its store every week for groceries, Amazon has pulled ahead in the sale of other retail items and is widening its lead.

PYMNTS Intelligence found that Amazon surpassed Walmart in terms of share of consumer retail spending in the first quarter of 2024.

As of the first quarter of 2026, Amazon holds a 9.3% share of consumer retail spending, up from 8.6% a year earlier, while Walmart holds 7.8% share, equal to the share it held in the first quarter of 2025.

Amazon holds a significant lead in four of seven retail categories, including sporting and hobby goods, musicand books; electronics and appliances; furniture and home furnishing; and clothing and apparel, according to the report.

“These are precisely the goods that travel well in a box, delivered the same day or the next in most cases,” the report said. “Amazon wins them all without owning a single aisle of shelf space.”

Amazon also holds a 0.1 percentage point lead in a fifth category, health and personal care, while Walmart has a greater share of the food and beverages category and the auto parts category, per the report.

Both Amazon and Walmart are currently holding sales events, with Amazon’s Prime Day running June 23-26 and Walmart Deals running June 22-28. An Amazon executive said groceries and household essentials will be a “real focus” of Prime Day, while Walmart is offering deals both online and in stores.

Zug, Switzerland, June 25th, 2026, Chainwire

Anyone can now execute mass payouts across EVM chains and Tron from a single platform and can choose between multiple wallet screening providers.

Just three weeks after releasing major upgrades for crypto payment collection, the Request Network Foundation today announced another expansion of its stablecoin payment platform. The release introduces one-click mass payouts on both EVM and Tron, alongside built-in bridging and token swapping across EVM chains. The update also expands compliance capabilities through the integration of Merkle Science as an additional wallet screening provider.

Together, these capabilities reinforce Request Network’s vision of providing businesses with a simpler, more scalable, and more resilient way to operate stablecoin payments globally.

Users Can Now Disburse at Scale in One Click From a Single Wallet Without Bridging or Swapping

Stablecoins are already widely used to disburse salaries, commissions, affiliate rewards, bug bounties, supplier payments, and customer refunds or withdrawals across the world. While settlements are now faster and cheaper in stablecoins compared to fiat, the operational processes needed to send funds remain complex as recipients usually require payments on multiple chains and in multiple currencies. This has forced finance teams to initiate multiple transactions in separate currencies and from multiple wallets.

Request Network now abstracts away this fragmentation, allowing anyone to initiate mass payouts from a single wallet in a single currency to pay recipients across the top 6 EVM chains (Ethereum, Base, Arbitrum, Optimism, Polygon, and BNB Chain) in USDC and USDT.

Through a single signature, a mass payout can now be initiated even if the individual transactions need to be bridged and swapped to reach their recipient. Request Network protocol automatically retrieves and batches bridge and swap quotes in order to funnel every payment of a batch to its correct destination in just one approval.

To simplify the process further, Request Network also allows any recipient to set and update their payment preferences so payments are always routed to where they should go.

This represents one of the biggest breakthroughs in cross-chain and swapping abstraction, bringing payers and recipients closer than ever before, regardless of the blockchain or currency they trust.

Mass Payouts Now Available on Tron

Alongside EVM mass payouts, Request Network also announced the support of mass payouts on Tron, becoming the first protocol to combine both capabilities.

Thanks to this release, anyone can now send USDT to multiple recipients on Tron in a single transaction, unlocking large-scale payouts on one of the most used chains in Asia, Africa, Eastern Europe, and Latin America.

With this release, anyone can now manage all stablecoin payouts globally from the Request Network protocol.

More Choice for Wallet Screening

Alongside mass payouts, Request Network also announced a partnership with Merkle Science to offer additional wallet screening providers on the protocol.

As a reminder, Request Network offers built-in wallet screening to protect its users from high-risk wallet interactions. When enabled, this feature allows payments to be executed only if the payer or recipient satisfies the preset screening policies, helping businesses to avoid exposure to high-risk wallets which may lead to asset freezing or difficulties off-ramping to fiat.

By expanding its integration of Merkle Science, Request Network just became one of the safest ways to receive crypto onchain, while accommodating for recipients’ preferences.

Tristan Wallaert, CEO of the Request Network Foundation, said: “Stablecoins allowed money to move globally without the usual fiat constraints, but executing payments at scale remains a bottleneck and is forcing users to rely on payment service providers. Anyone should be able to pay by himself hundreds of payments across chains in just a single operation.High risk wallets exposure has tarnished the crypto reputation recently, if we want to provide the best protection to blockchain users they need to be able to use the best screening providers. Sending and receiving payments must become intuitive and safe if we want stablecoins to be a real alternative to fiat.”

Mriganka Pattnaik, CEO of Merkle Science, said: “As stablecoin payments become more global and cross-chain, compliance needs to become just as seamless as the payment experience itself. Our integration with Request Network helps businesses screen wallets with greater confidence, reduce exposure to high-risk activity, and scale onchain payments without compromising trust or operational efficiency”.

About Request Network

Since 2017, Request Network has developed, educated about, and promoted the use of open-source, decentralized and permissionless protocols that provide infrastructure for on-chain payments and related financial flows.

Request Network allows anyone to send and receive crypto at scale, across chains, without custodial intermediaries. The protocol is developed by a community-funded foundation whose mission is to make crypto payments accessible while protecting its participants.

To date, more than $2 billion has moved thanks to Request Network technology.

Press kit

About Merkle Science

Merkle Science provides blockchain analytics and crypto compliance solutions that help businesses detect, investigate, and prevent financial crime across digital assets. Its platform supports wallet screening, transaction monitoring, risk intelligence, and investigations, enabling crypto platforms, financial institutions, and payment providers to manage onchain risk and meet compliance requirements at scale.

Contacts CEO
Tristan Wallaert
Request Network Foundation
[email protected]
Director of Business Operations
Álvaro García
[email protected]

Key Takeaways Qualcomm is expanding its AI reach through a broader partnership with Hugging Face.QCOM will use Snapdragon, Dragonwing and Dragonfly to support AI workloads across devices.Automated tools aim to make Hugging Face model deployment faster on Qualcomm platforms. Qualcomm Incorporated (QCOM - Free Report) is expanding its presence in the artificial intelligence (AI) domain through a broader partnership with Hugging Face, aimed at accelerating open, developer-driven AI from devices to cloud systems. The deal reflects Qualcomm’s aim to become a major AI technology provider across the computing ecosystem.

Per the agreement, Qualcomm will leverage its high-performance, energy-efficient platforms, including Snapdragon, Dragonwing and Dragonfly, to support AI workloads across smartphones, PCs, wearables, automotive systems and data centers. Access to Hugging Face’s vast library of open AI models is expected to boost the adoption of its Dragonfly data center solutions.

The collaboration will also improve the developer experience by making AI model deployment faster and simpler. Automated tools will help developers onboard and optimize models from Hugging Face on Qualcomm-powered platforms with less manual effort, reducing development time for AI applications. The company is advancing into agentic AI, where intelligent systems can dynamically distribute tasks between on-device and cloud environments based on performance, cost and privacy requirements.

How Are Competitors Advancing?Qualcomm faces competition from Apple Inc. (AAPL - Free Report) and Advanced Micro Devices, Inc. (AMD - Free Report) . Apple is enhancing its AI strategy by bringing more advanced AI features across iPhone, iPad, Mac and Apple Watch. The company is upgrading Siri AI to deliver more natural conversations and deeper app integration. Apple continues to focus on privacy-first AI through greater on-device processing.

AMD is growing its AI business by scaling its AI chip lineup to meet the rising demand for data center AI workloads. The company is working with cloud providers and AI developers to support large-scale AI training and inference. AMD continues to improve its AI software to make its platforms easier for customers to use.

QCOM’s Price Performance, Valuation and EstimatesQualcomm shares have gained 36.3% over the past year compared with the industry’s growth of 90.2%.

Image Source: Zacks Investment Research

Going by the price/earnings ratio, the company's shares currently trade at 18.23 forward earnings, lower than 34.86 for the industry.

Image Source: Zacks Investment Research

Earnings estimates for fiscal 2026 have declined 2% to $10.78 over the past 60 days, and those for fiscal 2027 have decreased 2.6% to $10.79.

Image Source: Zacks Investment Research

Qualcomm currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways Merck secured EU approval for Keytruda plus Padcev in cisplatin-ineligible MIBC patients.The regimen is the first PD-1 inhibitor plus ADC combination to be approved in the EU for this use.Keytruda plus Padcev regimen is approved before & after surgery for patients ineligible for cisplatin therapy. Merck (MRK - Free Report) announced that the European Commission has approved its blockbuster PD-L1 inhibitor, Keytruda (pembrolizumab), and its subcutaneous formulation, Keytruda Qlex, each in combination with Pfizer’s (PFE - Free Report) antibody-drug conjugate ("ADC"), Padcev (enfortumab vedotin-ejfv), for treating certain patients with bladder cancer.

The regulatory body in Europe has now approved Keytruda in combination with Padcev as neoadjuvant treatment and then continued after radical cystectomy as adjuvant treatment in adult patients with resectable muscle-invasive bladder cancer (MIBC) who are ineligible for cisplatin-based chemotherapy.

Following the latest nod, the Keytruda+Padcev regimen became the first and only PD-1 inhibitor plus ADC combination to be available in the European Union for the given indication. The FDA approved the Keytruda+Padcev regimen for a similar indication in November 2025.

Last month, the EMA’s Committee for Medicinal Products for Human Use (“CHMP”) recommended approval of the combination of Keytruda plus Padcev for the given indication.

MRK’s Price PerformanceYear to date, shares of Merck have rallied 16.3% compared with the industry’s rise of 6.4%.

Image Source: Zacks Investment Research

The EU approval for Keytruda+Padcev regimen was based on data from the phase III KEYNOTE-905 study, conducted in collaboration with Pfizer and Astellas.

Data from the same showed that Keytruda plus Padcev, as perioperative treatment, led to statistically significant and clinically meaningful improvements across several endpoints, including event-free survival, overall survival and pathologic complete response versus surgery alone in the given patient population.

The latest approval of the Keytruda-Padcev regimen in Europe marks a significant advancement in the treatment of resectable MIBC, providing a new perioperative treatment option that has the potential to improve outcomes and extend survival in this underserved patient population.

The approval should further expand Keytruda’s presence in bladder cancer treatment.

MRK’s Keytruda & Padcev in Cisplatin-Eligible MIBCKeytruda in combination with Padcev is currently under review in the United States for the treatment of MIBC in patients who are eligible for cisplatin-based chemotherapy.

A decision from the FDA is expected on Aug. 17, 2026.

If approved, these regimens would be the first and only perioperative treatments for patients with MIBC, regardless of cisplatin eligibility, potentially establishing new standards of care.

Merck’s biggest revenue driver, Keytruda, is approved for different types of cancer indications. The drug generated $8.03 billion in sales in the first quarter of 2026, up 8% year over year.

The December 2023 acquisition of Seagen added Padcev to Pfizer’s oncology portfolio. The drug generated sales worth $591 million in the first quarter of 2026, up 39% on a year-over-year basis.

MRK’s Zacks Rank & Stocks to ConsiderMerck currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the biotech sector are Immunocore (IMCR - Free Report) and Liquidia Corporation (LQDA - Free Report) , each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

Over the past 60 days, estimates for Immunocore’s 2026 bottom line have improved from a loss of 88 cents per share to earnings of 6 cents. Over the same period, EPS estimates for 2027 have risen from 24 cents to 87 cents. IMCR stock has lost 13.6% year to date.

Immunocore’s earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 46.66%.

Over the past 60 days, estimates for Liquidia’s 2026 earnings per share have risen from $1.50 to $2.97, while estimates for 2027 have increased from $2.91 to $4.81 during the same time. LQDA shares have surged 119% year to date.

Liquidia’s earnings beat estimates in three of the trailing four quarters, while missing the same on the remaining occasion, with the average surprise being 54.40%.

Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) stock are down 6% in Thursday morning trading, changing hands near $106.50 after a prior close of $113.50. The move drops PLTR stock to its lowest level in over a year, deepening a string of fresh 52-week lows.

Zoom out and the picture is rougher, as Palantir stock is now down roughly 40% in 2026. June is shaping up to be Palantir’s worst month on record.

With PLTR stock now hovering just above $100, the question everyone is asking is whether the next leg drags Palantir shares through that round number. It’s a genuine open question rather than a confident forecast.

No Single Fresh Catalyst, Just a Continuing Derating There’s no fresh headline driving today’s specific drop in Palantir stock. Instead, PLTR is caught in a broader software and AI selloff that some traders have nicknamed the “SaaSpocalypse,” a repricing of richly valued software names amid fears that AI agents could erode traditional enterprise subscription models. Interest-rate pressure on the software group is adding to the squeeze.

The valuation sits at the center of the Palantir story. Recent coverage cited a trailing P/E ratio near 144x, and other readings put Palantir’s P/E ratio at 160x with a price-to-book ratio of 35x and a free-cash-flow yield under 1%. Numbers like that leave little room for disappointment when capital rotates out of expensive software, and Palantir has been at the front of that rotation.

Company-specific overhangs are not helping. Reports indicate that France’s domestic intelligence agency is transitioning off Palantir’s tools to domestic provider ChapsVision, and the UK National Health Service (NHS) contract is drawing renewed scrutiny. Both raise questions about Palantir’s international public-sector growth runway.

The technical picture has also turned. Michael Burry of “The Big Short” fame has a publicized short position on Palantir and has been taking a victory lap as momentum wanes, trading volume declines, and a key support level on PLTR stock has given way to fresh 52-week lows.

The Bull Case Hasn’t Disappeared Palantir’s underlying business still looks strong on paper. Q1 2026 revenue hit $1.63 billion, up 85% year over year, with U.S. revenue up 104% and U.S. commercial revenue up 133% to $595 million. Furthermore, Palantir’s GAAP operating income reached $754 million, a 46% margin, and the company closed 206 deals of $1 million or more with total contract value of $2.41 billion.

Palantir’s management responded by raising its full-year 2026 revenue guidance to $7.65 billion to $7.66 billion, with U.S. commercial guided above $3.22 billion and adjusted free cash flow guided to $4.2 billion to $4.4 billion. Additionally, Palantir’s “Rule of 40” score sat at 145%, a combination of growth and profitability few software peers can match.

Sentiment readings on PLTR are also stretched. Recent coverage notes that Palantir stock’s RSI has slipped into the mid-30s, traditionally an oversold zone where bounces can develop, and ARK Invest has reportedly been buying the dip.

Yet, the bear case still carries weight. Extreme multiples, the sector-wide software derating, the European contract setbacks, and downside momentum that includes Palantir’s worst month on record all argue the slide could extend. StockTwits chatter suggests that many retail traders are watching the $100 line specifically, with some saying they would step in if PLTR dips below it.

What to Watch Next The next scheduled catalyst for Palantir is the Q2 2026 earnings report, with management guiding to revenue of $1.797 billion to $1.801 billion. Until then, PLTR stock is likely to move with the broader software group and any further headlines around its international contracts.

Investors can watch for whether PLTR stock holds the $100 line into the close, and whether oversold conditions attract dip-buyers or simply mark a pause before another leg lower. The $100 figure is a psychological level rather than a chart-based target, and it’s a level that traders are clearly watching.

Either way, the next few sessions can help clarify whether Palantir is in for a deeper de-rating or is just quietly building a base. With CEO Alex Karp’s positive commentary on AI momentum still on the record and U.S. growth running hot, the fundamentals and the chart on PLTR stock are telling very different stories right now. Patience and modest position sizing remain reasonable approaches for anyone weighing a Palantir share stake here.

Micron Technology Inc (NASDAQ:MU) shares soared more than 15% to a record high of around $1,208 Thursday as analysts cheered a wave of long-term strategic agreements reshaping the investment case for the memory chipmaker.

Bank of America reiterated its Buy rating and lifted its price target to $1,550 from $1,500, while Wedbush maintained its bullish stance, with both firms pointing to Micron's growing portfolio of strategic customer agreements (SCAs) as a defining development for the sector.

Micron reported fiscal third-quarter revenue of $41.5 billion, up 74% year-over-year and well above the Street's $35.9 billion estimate. Data center revenue hit an annualized run rate of approximately $100 billion.

Gross margin came in at 84.9%, topping consensus of 81.7%, while non-GAAP earnings per share of $25.11 doubled quarter-over-quarter and surpassed expectations of $20.86.

Fourth-quarter guidance was equally striking, with Micron projecting revenue of $50.0 billion against the Street's $43.6 billion estimate. Gross margin is expected to reach roughly 86%, with non-GAAP EPS guided to $31.

The headline story was not just the results but what lies ahead. Micron now has 16 SCAs in place, with 14 of those carrying cumulative minimum revenue commitments of approximately $100 billion over the remaining agreement terms. The deals include price floors and ceilings, are backed by cash deposits and financial commitments, and carry no termination provisions.

Bank of America noted the agreements currently represent about 20% of DRAM output and one-third of NAND sales, but Micron expects SCAs to eventually cover at least half of total company revenue, generating roughly $100 billion in remaining performance obligations.

"The agreements are guaranteed by cash deposits and financial commitments and do not contain provisions allowing for the termination of terms," Wedbush noted, underlining the structural shift this represents for a sector historically defined by cyclical boom and bust.

With free cash flow margins expected to approach 50-60%, both firms flagged a significant inflection in shareholder returns. Micron announced plans to return 100% of excess free cash flow to shareholders beginning in December, once CHIPS Act restrictions on certain uses of cash expire.

Bank of America said buyback activity is likely to step up materially, noting that even $32 billion in repurchases for fiscal 2027 would represent only about 25% of potential free cash flow generation. The firm sees shares implying a roughly 10% free cash flow yield at current levels.

Wedbush, meanwhile, described the quarter as a "drop the mic" moment for Micron and the broader memory trade, saying the results demonstrated that demand for NAND and DRAM continues to significantly exceed industry supply.

"With greater nervousness around the AI trade... this shows the memory and chip trade is well-intact and still in the early stages of playing out," Wedbush said, adding that it sees no cracks in AI demand on the hardware or software front.

The firm also flagged positive read-throughs for semiconductor capital equipment makers, noting Micron raised its 2026 capital expenditure forecast and signalled meaningfully higher spending in 2027.

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Intel (NASDAQ:INTC | INTC Price Prediction) and Taiwan Semiconductor Manufacturing (NYSE:TSM) just delivered very different earnings stories. Intel posted a 2,183.46% non-GAAP EPS beat under CEO Lip-Bu Tan while absorbing a $4.07 billion restructuring charge.

TSMC kept compounding, with Q1 revenue rising 21.4% YoY and net income jumping 43.8%. Both sit at the heart of the AI hardware buildout, on very different footing.

AI Servers Lift Intel. Leading-Edge Nodes Lift TSMC. Intel’s Data Center and AI segment grew 22% YoY to $5.05 billion, and Intel Foundry climbed 16% to $5.42 billion. Client Computing, the legacy PC business, barely moved at 1%. That mix tells you where the energy is.

Lip-Bu Tan framed it bluntly: “The next wave of AI will bring intelligence closer to the end user, moving from foundational models to inference to agentic.” Strategic wins back the talk: Xeon 6 was selected as the host CPU for NVIDIA’s DGX Rubin NVL8 systems, and Google signed on for custom ASIC IPUs.

TSMC is operating on a different plane. May revenue alone hit NT$416.98 billion, up 30.1% YoY, and management is guiding to over 30% full-year revenue growth. The 58.1% operating margin reflects pricing power on advanced nodes that no one else can match at scale.

Business Driver Intel TSMC Main Growth Engine Data Center and AI, Foundry ramp Leading-edge AI wafers Q1 Revenue Growth +7.2% YoY +21.4% YoY Gross Margin 41.0% non-GAAP Mid- to high-60s Rebuilder vs. Compounder Intel is rebuilding a foundry from inside an integrated company. The $5 billion NVIDIA equity stake, the Google ASIC deal, and the Terafab tie-up with SpaceX, xAI, and Tesla all point to one bet: that U.S. leading-edge capacity has strategic value buyers will pay for.

The hitch is execution. Intel Foundry is still losing money, and management has flagged a potential pause of Intel 14A if customers do not commit.

TSMC’s path is simpler. Stay the only credible volume supplier of leading-edge nodes, then collect rent. Its Arizona expansion is now eligible for a 35% investment tax credit effective January 1, 2026, which softens the geopolitical hedge cost.

On insider activity, TSMC saw three coordinated buy events between April and June with CEO C.C. Wei adding shares each time, while Intel’s CFO and foundry GM were net sellers in May and June.

The Next Test Is Foundry Conversion For Intel, Q2 guidance of $13.8 billion to $14.8 billion in revenue at a 39% gross margin suggests momentum without margin breakout yet. I will watch whether Intel 18A volume in Arizona converts external customers into multiyear wafer commitments.

For TSMC, the question is whether NT dollar appreciation and customer concentration (top 10 customers = 84% of receivables) start to bite reported growth.

TSMC the Compounder, Intel the Higher-Variance Bet Intel has run hard. The stock is up 258.48% year to date and 524.26% over one year, which already prices in a lot of belief. TSMC is up a more measured 44.32% YTD while actually producing the cash flows.

For me, TSMC fits a buy-the-business investor: 46.5% profit margin, 36.2% ROE, and durable demand. Intel suits a turnaround investor willing to underwrite Foundry losses for the chance that Tan’s reset reshapes the cost base. Intel’s risk/reward at current levels skews to execution risk on the Foundry ramp, while TSMC’s cash generation cushions volatility on pullbacks.

Key Takeaways Palo Alto Networks grew XSIAM ARR to more than $600M, up 100% year over year in Q3 fiscal 2026.PANW ended Q3 fiscal 2026 with more than 740 XSIAM customers amid strong adoption.XSIAM processes more than 17 petabytes daily, helping most customers respond to threats in under 10 minutes. Palo Alto Networks (PANW - Free Report) is seeing strong growth in XSIAM, its security operations platform. In the third quarter of fiscal 2026, XSIAM annual recurring revenue (ARR) exceeded $600 million, up 100% from the year-ago quarter. PANW's XSIAM had more than 740 customers at the end of the third quarter. XSIAM is becoming an important part of Palo Alto Networks’ business as companies look for better ways to detect, investigate and respond to cyber threats.

The company believes artificial intelligence is changing the threat landscape. According to management, attackers can now use advanced AI models to find vulnerabilities and launch attacks much faster than before. Earlier in 2026, PANW's Unit 42 team demonstrated a ransomware attack that moved from initial access to data theft in only 25 minutes. At the same time, many organizations still take days to identify a security breach. This gap is increasing demand for automated security operations platforms such as XSIAM.

XSIAM processes more than 17 petabytes of telemetry data every day and helps customers manage large volumes of security data and automate threat response. As a result, most XSIAM customers are now able to respond to threats in less than 10 minutes. This gives XSIAM a significant edge over traditional security operations tools that often require more manual work and longer investigation times.

PANW is also benefiting from its broader platform strategy. XSIAM works with the company's network security, AI security, identity security and observability products. This allows customers to manage more of their security operations through a single platform. With XSIAM ARR growing 100%, strong customer adoption and rising demand for automated security operations, XSIAM is becoming one of Palo Alto Networks' fastest-growing businesses and an important contributor to future growth.

The Zacks Consensus Estimate for fiscal 2026 and 2027 revenues indicates a year-over-year increase of around 23.7% and 20.2%, respectively.

How Competitors Fare Against PANWCompetitors like CrowdStrike (CRWD - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.

CrowdStrike ended its first quarter of fiscal 2027 with $5.51 billion in ARR, reflecting 24% year-over-year growth. The robust increase was fueled by the growing adoption of CrowdStrike’s Falcon Flex subscription model.

Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.

PANW’s Price Performance, Valuation & EstimatesShares of Palo Alto Networks have jumped 53.3% in the year-to-date period compared with the Zacks Security industry’s return of 44.3%.

PANW’s YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, Palo Alto Networks trades at a forward price-to-sales ratio of 17.25X compared with the industry’s average of 15.77X. The Zacks Value Score of F also suggests that PANW stock is overvalued.

PANW Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Palo Alto Networks’ fiscal 2026 and 2027 earnings implies year-over-year growth of 12.9% and 8.1%, respectively. The estimates for fiscal 2026 and 2027 have been revised up by 6 cents and 8 cents, respectively, over the past 30 days.

Image Source: Zacks Investment Research

Palo Alto Networks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

A brutal multiweek cryptocurrency drawdown has sent Strategy Inc MSTR into a freefall – with the company’s share price having crashed below the critical $100 threshold for the first time since 2024.

At the time of writing, MSTR stock is trading at a fresh 52-week low of about $87, while the firm’s flagship STRC preferred equity has also tanked to $74, representing a massive discount to its $100 par value.

In response to this compounding financial pressure, a blistering new CryptoQuant research report outlines what the corporate digital asset pioneer needs to stabilize its volatile financial foundations.

CryptoQuant’s head of research, Julio Moreno, explicitly warned that Strategy must immediately halt its aggressive accumulation of Bitcoin to preserve capital.

“Strategy should develop a systematic, fundamental-driven approach to bitcoin purchase timing rather than buying whenever capital is available,” he argued in the latest report.

Moreno noted that indiscriminately buying near cycle tops and stacking tokens throughout initial stages of this bear market has expanded the firm’s aggregate unrealized losses to a massive $10.6 billion.

Strategy shares continue to bleed because all BTC the company has acquired since 2024 are now underwater – and relentless buying only accelerates financial strain and severely damages under-lying corporate metrics, he added.

MSTR stock will remain under pressure until the firm successfully patches its rapidly deteriorating cash cushion to protect fixed-income investors.

According to Moreno, Strategy’s vital USD cash reserve has contracted by 38% since the start of the year, leaving just $1.4 billion on the balance sheet.

Concurrently, annualized dividend obligations on its high-yield preferred equity have quadrupled as massive amounts of STRC were issued to buy crypto.

This supply shock aggressively slashed the company’s dividend coverage runway from over seven years down to a mere 14 months.

To fully restore market confidence and revive STRC, Moreno notes the firm needs $2.8 billion in cash to establish 24 months of total coverage.

Despite growing skepticism from critics, some Wall Street analysts view the recent distress as a temporary funding friction rather than a structural failure.

Benchmark analyst Mark Palmer noted that while a discounted STRC slows down the company’s highly efficient “at-the-market” equity issuance engine, the overarching corporate model remains intact.

Bullish market participants emphasize that Strategy’s massive $50 billion Bitcoin treasury offers a substantial long-term buffer against acute liquidity stress.

OranjeBTC’s Sam Callahan also highlighted that buying heavily discounted tokens during market drawdowns remains an attractive strategy for long-horizon investors.

In short, Strategy stock must strike a delicate balance between aggressive digital asset accumulation and rebuilding its USD reserves to navigate this volatile environment.

Key Takeaways CrowdStrike's AIDR ARR grew more than 250% sequentially in the first quarter of fiscal 2027.AIDR has already secured a pipeline of more than $50 million for the second quarter of fiscal 2027.AIDR landed a seven-figure deal in Q1 FY27, covering 30,000-plus hosts at an automotive finance customer. CrowdStrike (CRWD - Free Report) is seeing strong demand for its AI Detection and Response (AIDR) solution. CRWD's AIDR solution is designed to help companies monitor and secure AI applications, AI agents and AI workloads as AI adoption increases across enterprises. Management highlighted AIDR as one of the company's fastest-growing products during the first quarter of fiscal 2027.

In the first quarter of fiscal 2027, AIDR's ending annual recurring revenues (ARR) grew more than 250% sequentially. Further, AIDR has a pipeline of more than $50 million for the second quarter of fiscal 2027. Management stated that customer adoption of AIDR has been faster than expected as more organizations look for ways to secure AI activity across their businesses.

CrowdStrike believes AIDR addresses a larger opportunity than traditional endpoint security. Endpoint Detection and Response (EDR) mainly protects laptops, desktops and servers. In contrast, AIDR is designed to protect AI-related assets such as AI models, data, prompts, agents and identities. With rising usage of AI by enterprises, each of these areas could require additional security controls, driving further demand for CRWD's security tools such as AIDR.

CrowdStrike is already seeing customer adoption for AIDR. During the first quarter, an automotive financial services company deployed AIDR across more than 30,000 hosts in a seven-figure deal. The customer used the solution to monitor employee use of AI tools and improve security controls around AI activity. CrowdStrike’s existing Falcon platform gives it an advantage because customers can add AIDR using the same platform they already use for endpoint security.

The above-mentioned factors show that with rising enterprise AI adoption, AIDR could become an important contributor to CrowdStrike's future revenue growth. The Zacks Consensus Estimate for fiscal 2027 and 2028 revenues indicates a year-over-year increase of around 23.5% and 21.6%, respectively.

How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.

In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.

Though comparatively a small competitor, SentinelOne posted first-quarter fiscal 2027 year-over-year growth of 23% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.

CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 42.8% in the year-to-date period compared with the Zacks Security industry’s return of 44.3%.

CRWD YTD Price Return Performance
Image Source: Zacks Investment Research

From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 26.57, significantly higher than the industry’s average of 15.77. The Zacks Value Score of F also suggests that CRWD stock is overvalued.

CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 32.2% and 26.7%, respectively. The estimates for fiscal 2027 and 2028 have been revised upward by 8 cents and 9 cents, respectively, over the past 30 days.

Image Source: Zacks Investment Research

CrowdStrike currently carries a Zacks Rank #4 (Sell).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Key Takeaways FuelCell Energy is gaining attention as AI data centers drive demand for reliable on-site baseload power.FCEL's fiscal second-quarter pipeline reached 4 GW, with 89% of proposals tied to data centers.Contracted backlog fell 9.9% year over year, keeping revenue timing and order conversion in focus. FuelCell Energy (FCEL - Free Report) is increasingly trading around a larger market theme: AI infrastructure needs reliable on-site power faster than the grid can often deliver.

That gives FCEL a clearer growth story, but investors still need to separate theme exposure from execution. The opportunity is real, yet the company must convert proposals into contracts and revenue.

FuelCell Energy Taps the AI Power CrunchAI and high-density data centers are creating demand for continuous behind-the-meter baseload power. FCEL’s fiscal second-quarter pipeline reached 4 GW, up 267% sequentially, with about 89% of proposals tied to data centers.

Image Source: FuelCell Energy

The company is positioning its platform around time-to-power, modular scaling, direct current output and integrated cooling. Its technology is meant to help customers reduce dependence on constrained transmission infrastructure and address permitting friction in power-tight markets.

Bloom Energy (BE - Free Report) is also tied to this emerging theme, with on-site fuel-cell power marketed for data centers and mission-critical infrastructure. Its role in the same market reinforces how AI power demand is broadening investor attention beyond traditional utilities.

FCEL Joins the Shift to Standardized PowerFCEL’s standardized 12.5-MW FuelCell Energy Block is central to its data center push. The product combines 10 of the company’s 1.25-MW modules and is designed to reduce repeat engineering and permitting work.

That matters because large AI infrastructure buyers need repeatable deployment models. A standardized design may make bigger projects easier to plan and phase, improving the commercial appeal of FCEL’s systems in grid-constrained markets.

FuelCell Energy Extends Beyond Baseload PowerFCEL’s trend story is not limited to data centers. Its carbonate platform can support distributed generation, cooling, biogas use, hydrogen production and carbon capture, giving the company optionality in industrial decarbonization.

The company’s carbon capture modules headed to Rotterdam for ExxonMobil expand that optionality. The Rotterdam pilot is expected to test technology that captures carbon while producing power and hydrogen, potentially opening another industrial market if the demonstration succeeds.

Image Source: FuelCell Energy

Plug Power (PLUG - Free Report) offers another example of how hydrogen and fuel-cell companies are pursuing data center and critical-power applications. Plug markets fuel-cell backup power for data centers as a scalable, zero-emission alternative to traditional combustion generators.

FCEL Must Prove Demand Can Become RevenueThe biggest issue is conversion. FCEL’s pipeline is heavily weighted toward proposals and commercial discussions rather than signed contracts, which keeps revenue timing difficult to predict.

Backlog also sends a cautionary signal. Contracted backlog fell 9.9% year over year to $1.14 billion as of April 30, 2026, and product backlog declined sharply as revenue burn-off was not fully offset by new orders.

Large infrastructure deals can take time to close, especially in data centers. Strong exposure to AI power demand does not remove the risk that orders arrive later than expected or fail to convert.

FuelCell Energy Scores Fit a Trend TradeThe bottom line is that FCEL fits the profile of a trend-driven idea. AI power demand, modular on-site generation and carbon capture optionality give the stock a compelling narrative, but the company still needs stronger proof in backlog, revenue and profitability.

FCEL carries a Zacks Rank #2 (Buy), which points to a favorable near-term earnings-estimate backdrop. Its Growth Score of B also fits a company exposed to a developing demand theme.

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

However, the Style Scores are mixed, with a Value Score of F, Momentum Score of D and VGM Score of D. That combination suggests FCEL may appeal to patient, risk-tolerant investors, but it is not screening as a broadly strong stock across value, momentum and blended style factors.

Key Takeaways Cigna is broadening its business with pharmacy services, specialty care and AI-driven solutions.CI raised its 2026 adjusted EPS outlook and is reshaping its portfolio toward higher-growth areas.Evernorth is fueling growth with pharmacy benefits, specialty pharmacy and care services. If you still think of The Cigna Group (CI - Free Report) as just a traditional health insurer, it may be time for a second look. The company is steadily expanding beyond insurance, building a broader healthcare platform centered on pharmacy services, specialty care and AI-powered solutions. The strategy is beginning to deliver results.

Evernorth, Cigna's health services business, is driving much of the company's transformation. Its pharmacy benefits, specialty pharmacy and care services businesses are helping deliver more affordable, personalized care. In the first quarter of 2026, Evernorth's adjusted revenues grew 9% year over year to $58.4 billion.

Technology is becoming another key growth driver. Cigna is using AI and advanced analytics to streamline prescriptions, identify high-risk patients earlier and improve customer engagement. Its rebate-free Signature pharmacy model aims to lower out-of-pocket drug costs, while AI helps simplify the pharmacy experience.

Cigna is also reshaping its portfolio. Investments in CarepathRx and Shields Health Solutions have strengthened its specialty pharmacy business. It also plans to exit the individual exchange business and is reviewing strategic alternatives for eviCore. These moves should help management direct more resources toward its higher-growth businesses.

Management's confidence in the strategy is growing. Following a strong first quarter, Cigna raised its 2026 adjusted EPS outlook by 10 cents to at least $30.35 per share. Cigna's push beyond traditional health insurance is still unfolding, but its growing focus on AI, specialty pharmacy and healthcare services is opening new avenues for long-term growth.

How Are Cigna's Peers Positioned?Cigna isn't alone in this shift. Peers in the Medical space, like UnitedHealth Group Incorporated (UNH - Free Report) and CVS Health Corporation (CVS - Free Report) are also investing in technology-enabled healthcare services, making innovation a key differentiator across the industry.

UnitedHealth is pursuing a similar strategy through Optum, which combines pharmacy services, care delivery and technology. Growth in Optum Rx and commercial fee-based membership supported previous quarter’s results. UNH is also expanding its AI and analytics capabilities while rolling out a transparent, fee-based pharmacy care model.

CVS Health is also broadening its healthcare platform through pharmacy services, digital innovation and care delivery. CVS continues to expand AI-powered member engagement and digital onboarding at Aetna while strengthening CVS Caremark and its Health Care Delivery business.

Cigna’s Price Performance, Valuation & EstimatesShares of Cigna have risen 1.6% year to date compared with the industry’s 22.8%. growth

Image Source: Zacks Investment Research

From a valuation standpoint, Cigna trades at a forward price-to-earnings ratio of 8.78X compared with the industry average of 17.75X. CI carries a Value Score of C.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Cigna’s 2026 earnings is pegged at $30.39 per share, implying a 1.8% increase from the year-ago period’s level.

Image Source: Zacks Investment Research

Cigna currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

A month has gone by since the last earnings report for Zscaler (ZS - Free Report) . Shares have added about 0.7% in that time frame, outperforming the S&P 500.

Will the recent positive trend continue leading up to its next earnings release, or is Zscaler due for a pullback? Well, first let's take a quick look at the latest earnings report in order to get a better handle on the recent catalysts for Zscaler, Inc. before we dive into how investors and analysts have reacted as of late.

Zscaler Q3 Earnings Surpass Estimates, Revenues Increase Y/YZscaler posted third-quarter fiscal 2026 non-GAAP earnings of $1.08 per share, up 28.6% year over year. The figure beat the Zacks Consensus Estimate of $1.00 by 8%.

Zscaler’s earnings surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.4%.

Revenues rose 25% year over year to $850.4 million, topping the Zacks Consensus Estimate of $834 million by 1.88% and exceeding management’s guidance of $834-$836 million. The quarter reflected continued demand for the company’s Zero Trust platform, supported by expanding customer commitments.

Zscaler’s Q3 in DetailZscaler’s third-quarter momentum was broad-based geographically. The Americas represented 56% of revenues in the quarter, up approximately 31% year over year, and delivered the strongest growth rate among regions. EMEA accounted for 28% of revenues, up approximately 16%, while Asia Pacific and Japan contributed 16%, rising about 23%.

The company also noted that roughly 46% of its remaining performance obligation was classified as current, underscoring near-term visibility tied to committed, non-cancelable future revenues.

Remaining Performance Obligations (“RPO”), representing Zscaler’s committed non-cancelable future revenues, were $6.5 billion as of April 30, which increased 30% year over year. Current RPO accounted for 46% of the total revenues.

Enterprise traction continued to reflect in the customer mix. Zscaler ended the quarter with 748 customers generating more than $1 million of ARR, an 18% year-over-year increase. Customers generating more than $100,000 of ARR reached 4,003, up 19% from the prior-year period. Total ARR increased 25% year over year to $3.5 billion.

The company mentioned that newer offerings delivered just over 30% of new ACV in the quarter, and the ARR tied to those offerings more than doubled from the year-ago period, supporting broader platform adoption. Management highlighted record $1 million-plus new ACV deals in the quarter, pointing to continued success in securing larger, multi-year engagements and expanding relationships across its Zero Trust Exchange offerings.

Profitability improved as operating discipline offset investment needs. Non-GAAP gross margin was 80.7% compared with 80.3% a year ago, reflecting the company’s high-margin subscription model.

Non-GAAP operating income increased 34% year over year to $195.8 million. The non-GAAP operating margin expanded 140 basis points to 23%, with management citing leverage in sales and marketing as a key contributor.

Zscaler’s Balance Sheet & Cash FlowAs of April 30, 2026, Zscaler had $3.5 billion in cash, cash equivalents and short-term investments compared with $3.5 billion as of Jan. 31, 2026, and $1.7 billion of debt. Management also pointed to higher capital expenditures as a factor in its updated cash flow outlook.

The company generated operating and free cash flows of $198 million and $136 million, respectively, during the fiscal third quarter.

Zscaler's Guidance for FY26For the fourth quarter of fiscal 2026, Zscaler expects revenues of $875-$878 million.

Non-GAAP earnings per share are projected between $1.08 and $1.09.

For fiscal 2026, management forecasts its revenue outlook in the range of $3.3295 billion to $3.3325 billion, reflecting year-over-year growth of 24.6% to 24.7%.

Non-GAAP earnings per share for fiscal 2026 are expected in the band of $4.10-$4.11. 

How Have Estimates Been Moving Since Then?Since the earnings release, investors have witnessed a upward trend in estimates revision.

The consensus estimate has shifted 531.25% due to these changes.

VGM ScoresCurrently, Zscaler has a average Growth Score of C, a score with the same score on the momentum front. However, the stock has a score of F on the value side, putting it in the fifth quintile for this investment strategy.

Overall, the stock has an aggregate VGM Score of D. If you aren't focused on one strategy, this score is the one you should be interested in.

OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. Interestingly, Zscaler has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.

NUEVA YORK Y DENVER, June 25, 2026 (GLOBE NEWSWIRE) -- Total Wireless, proveedor de servicios inalámbricos de rápido crecimiento y sin contrato, impulsado por la red 5G de Verizon. Hoy, anunció una asociación oficial con Western Union para ofrecer, por primera vez en la industria, un beneficio de transferencias de dinero para sus clientes moviles. A partir de hoy, los clientes con los planes Total Wireless MAX 5G BYO, MAX 5G y ALL ACCESS recibirán una transferencia de dinero mensual sin costo. Con la posibilidad de enviar fondos a más de 200 países y territorios a través de la red global de Western Union, los clientes pueden mantenerse conectados de más de una manera.

Esta asociación establece un hito en la industria. Total Wireless es hoy el único proveedor inalámbrico en Estados Unidos que ofrece una transferencia de dinero mensual como parte de sus planes. El beneficio cubre la tarifa de la transacción, brindando valor real a la base de clientes de ambas marcas. Es también un nuevo capítulo para las telecomunicaciones, construido en torno a las realidades financieras de las comunidades que históricamente han sido desatendidas.

Diseñado para la manera en que los clientes se mantienen conectados
Millones de personas en los Estados Unidos envían dinero al exterior cada año, con un promedio de más de 12 transacciones anuales. Con Total Wireless, las familias ahorran en comisiones de transferencia para que cada dólar llegue más lejos.

Para millones de familias, enviar dinero a casa es una de las formas más profundas de cuidar a los suyos. Total Wireless fue creado para ofrecer conectividad de primer nivel con beneficios que reflejan cómo sus clientes viven y se apoyan entre sí.

"Total Wireless fue creado con la convicción de que un buen plan inalámbrico debe hacer más por sus clientes", dijo David Kim, presidente de Verizon Value. "Incorporar una transferencia de dinero de Western Union en nuestros planes refleja algo en lo que creemos profundamente: nadie debería tener que elegir entre estar conectado y cuidar a los suyos. Estamos orgullosos de ser los primeros en construir pensando en eso".

Cómo funciona
Para los clientes con los planes Total Wireless MAX 5G BYO, MAX 5G y ALL ACCESS, la posibilidad de enviar dinero a casa está integrada directamente en su plan. Estos planes van desde $25 al mes (MAX 5G BYO para clientes que traen su propio dispositivo) hasta $60 al mes (ALL ACCESS) con pago automático. Cada uno incluye funciones de primer nivel como datos 5G ilimitados, hotspot ilimitado y llamadas y mensajes de texto internacionales ilimitados a más de 200 países. Todo esto con una garantía de precio de cinco años que incluye impuestos y cargos.

El beneficio de Western Union ofrece una razón más para elegir un plan diseñado para mantenerse conectado con las personas que más importan:

Una transferencia de dinero mensual gratuita, sin cargo: sin comisión de transacción disponible de forma integrada como parte de los planes premium seleccionados.Fácil acceso: disponible en línea en westernunion.com o a través de la aplicación de Western Union.Alcance global: envía dinero a familiares y amigos en más de 200 países y territorios.Red de confianza: más de 360,000 ubicaciones de pago de Western Union, con entrega a cuentas bancarias, billeteras digitales y tarjetas, garantizan una entrega rápida y confiable a destinatarios en todo el mundo. "Sabemos lo mucho que significa enviar dinero a casa. Diseñamos estos planes para asegurarnos de que, al menos una vez al mes, corra por nuestra cuenta", dijo Kim.

Alianza con Western Union
La alianza va más allá del beneficio del plan, uniendo a dos marcas que sirven a comunidades que dependen de una conectividad asequible con sus seres queridos a través de las fronteras. Western Union co-promocionará Total Wireless a través de sus propios canales de comunicación con los clientes, incluyendo la aplicación de Western Union, comunicaciones por correo electrónico, redes sociales y pantallas digitales en tiendas.

"Durante generaciones, Western Union ha ayudado a las personas a mover dinero a través de las fronteras porque entendemos lo que representa cada transferencia: no solo dólares, sino nuestra misión de hacer que los servicios financieros sean accesibles para todos", dijo Jesse Mory, vicepresidente sénior de Alianzas Estratégicas de Western Union. "Al asociarnos con Total Wireless, facilitamos que los clientes apoyen a quienes dependen de ellos, convirtiendo un plan inalámbrico de todos los días en una forma más significativa de mantenerse conectados, cuidar a sus seres queridos y mover dinero con confianza".

Acerca de Total Wireless
Total Wireless es un proveedor inalámbrico de rápido crecimiento, sin contrato, respaldado por la red 5G de Verizon, con 2,000 tiendas exclusivas en todo el país. Con la misión de elevar el estándar en telefonía prepagada, Total Wireless ofrece más valor que cualquier otro proveedor sin contrato, con planes que incluyen datos ilimitados y acceso a la red Verizon 5G Ultra-Wideband, precios garantizados por cinco años (impuestos y cargos incluidos), teléfonos 5G gratuitos seleccionados con planes de compra calificados, y más. Una marca comprometida con la comunidad, Total Wireless se enorgullece de apoyar vecindarios en todo el país a través de su programa Total Spark, que otorga subvenciones a organizaciones sin fines de lucro locales para apoyar a estudiantes trabajadores. Total Wireless es parte del portafolio de marcas prepagadas de Verizon Value, que incluye Straight Talk, Visible, Tracfone, Simple Mobile, SafeLink, Walmart Family Mobile y Verizon Prepaid.

Contactos de medios de Total Wireless:
Alison Hemmings [email protected]
Lindsey Cohen [email protected]

Acerca de Western Union
The Western Union Company (NYSE: WU) está comprometida a ayudar a personas en todo el mundo que aspiran a construir un futuro financiero para sí mismas, sus seres queridos y sus comunidades. Nuestros servicios líderes de transferencia de dinero transfronteriza y entre divisas, pagos y servicios financieros digitales empoderan a consumidores, empresas, instituciones financieras y gobiernos en más de 200 países y territorios y en casi 130 monedas, para conectarse con miles de millones de cuentas bancarias, millones de billeteras digitales y tarjetas, y una red global de cientos de miles de puntos de venta minoristas. Nuestro objetivo es ofrecer servicios financieros accesibles que ayuden a las personas y comunidades a prosperar. Para más información, visita www.westernunion.com.

Contacto de medios de Western Union: [email protected]

Una foto asociada con este comunicado de prensa está disponible en: https://www.globenewswire.com/NewsRoom/AttachmentNg/d06fdb7b-5b04-4d42-bdc5-d107e17c006b/es

Total Wireless se convierte en el primer operador de EE. UU. en incluir transferencias de dinero de ... Total Wireless se convierte en el primer operador de EE. UU. en incluir transferencias de dinero de ...

Key Takeaways CDW posted 9% higher Q1 2026 net sales as AI infrastructure investments boosted hardware demand.CDW's full-stack model supports AI deployment through hardware, software and integration services.CDW expanded AI capabilities with GPU-as-a-service access and internal AI productivity initiatives. CDW Corporation (CDW - Free Report) is benefiting from growing demand for AI infrastructure as organizations move beyond experimentation and begin deploying AI in production environments. In the first quarter of 2026, the company delivered strong results driven by AI-related investments and ongoing infrastructure modernization. Customers across industries increased spending on networking, storage, servers, power and cooling solutions as they worked to support AI workloads and address supply constraints.

This demand contributed to a 9% year-over-year increase in net sales, with infrastructure hardware emerging as a major growth driver. CDW also reported strong software demand, particularly for platforms focused on AI readiness, productivity, collaboration and security.

The company believes the shift from AI exploration to large-scale implementation plays directly to its strengths. As organizations deploy AI, they face increasing challenges related to infrastructure design, data management, security, governance and operational execution. CDW’s full-stack model, which combines hardware, software, advisory services and implementation expertise, enables customers to build and manage AI environments more effectively. Management highlighted that AI adoption is driving demand not only for compute resources but also for services that help customers integrate AI into existing technology environments and achieve measurable business outcomes.

CDW is expanding its AI capabilities through internal initiatives and strategic partnerships. The company continues to embed AI across its operations through programs aimed at improving productivity, sales effectiveness and operational efficiency. In addition, CDW recently established a relationship that provides customers access to high-performance AI infrastructure through a flexible GPU-as-a-service model, helping address growing demand for accelerated computing resources. Management stated that AI is increasing wallet share opportunities while also attracting new customers that require broader technology integration capabilities.

CDW expects AI-related investments to remain an important growth catalyst throughout 2026. While management remains cautious about macroeconomic uncertainty and supply-chain dynamics, it continues to expect market outperformance and sees rising demand for AI infrastructure, integration and execution services strengthening the company’s long-term growth opportunity. As AI adoption expands across industries, CDW appears well-positioned to benefit from customers’ increasing need for scalable, end-to-end technology solutions.

Taking a Look at CDW’s CompetitorsVertiv Holdings Co (VRT - Free Report) remains leveraged to rising data center power and thermal needs as AI deployments drive higher infrastructure density and faster build cycles. In first-quarter 2026, the company showed continued demand and execution, with organic sales growth led by the Americas and higher profitability supported by productivity and price-cost. Management raised 2026 guidance and is investing in capacity, services and engineering, while acquisitions extend capabilities in liquid cooling and heat rejection. A strengthened balance sheet following investment-grade ratings and refinancing supports this investment cycle. For the second quarter of 2026, Vertiv expects net sales of $3.25 billion to $3.45 billion (20% to 24% year-over-year growth).

ServiceNow, Inc. (NOW - Free Report) is embedding AI, data connectivity, workflow execution, security and governance into its commercial tiers, with Context Engine grounding AI decisions in live enterprise context. The company is expanding agentic capabilities through offerings such as Autonomous Workforce and Build Agent Skills, which allow developers to deploy custom agents directly onto the platform with built-in controls. Management continues to frame ServiceNow as an AI control tower addressing a total addressable market above $600 billion, supporting a multi-year opportunity across IT, employee, CRM and security workflows. Now Assist demand remains a key driver, with management stating it is on track to exceed the 2026 target of $1 billion in ACV.

CDW Price Performance, Valuation and EstimatesShares of CDW have gained 8% in the past three months against the Computers - IT Services industry’s decline of 8.9%.

Image Source: Zacks Investment Research

Valuation-wise, CDW seems attractive, as suggested by the Value Score of B. CDW trades at a forward 12-month price-to-earnings (P/E) ratio of 12.31, below the industry’s 16.51.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for CDW’s earnings for 2026 has been revised marginally upward over the past 60 days.

Image Source: Zacks Investment Research

CDW currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

For the quarter ended May 2026, Commercial Metals (CMC - Free Report) reported revenue of $2.48 billion, up 22.9% over the same period last year. EPS came in at $1.73, compared to $0.74 in the year-ago quarter.

The reported revenue represents a surprise of +4.88% over the Zacks Consensus Estimate of $2.37 billion. With the consensus EPS estimate being $1.60, the EPS surprise was +8.13%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Commercial Metals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

North America - Average selling price (per ton) - Raw materials: $873.00 versus the three-analyst average estimate of $987.93.Europe - Steel products metal margin per ton: $330.00 compared to the $316.21 average estimate based on three analysts.North America - Average selling price (per ton) - Downstream products: $1,260.00 compared to the $1,242.79 average estimate based on three analysts.North America - Average selling price (per ton) - Cost of raw materials per ton: $660.00 versus the three-analyst average estimate of $742.74.North America - Average selling price (per ton) - Cost of ferrous scrap utilized per ton: $379.00 versus $353.51 estimated by three analysts on average.North America - Average selling price (per ton) - Steel products metal margin per ton: $610.00 compared to the $602.68 average estimate based on three analysts.Europe - Steel products (External tons shipped): 401 thousand compared to the 375.38 thousand average estimate based on three analysts.Europe - Steel products - Rebar: 136 thousand versus 94.05 thousand estimated by three analysts on average.Net sales from external customers- North America: $1.79 billion versus the three-analyst average estimate of $1.71 billion. The reported number represents a year-over-year change of +14.5%.Net sales from external customers- Corporate and Other: $8.06 million versus the three-analyst average estimate of $11.52 million. The reported number represents a year-over-year change of -36.3%.Net sales from external customers- Europe: $291.24 million versus the three-analyst average estimate of $267.64 million. The reported number represents a year-over-year change of +17.6%.Net Sales-- Construction Solutions Group- Net sales from external customers: $394.57 million versus the three-analyst average estimate of $378.29 million. The reported number represents a year-over-year change of +99.8%.View all Key Company Metrics for Commercial Metals here>>>

Shares of Commercial Metals have returned -6.9% over the past month versus the Zacks S&P 500 composite's -1.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

Device Offers Isolation Voltage of 5000 VRMS, VIORM of 1414 Vpeak, and VIOTM of 8000 Vpeak in 4-pin LSOP Low Profile Package

MALVERN, Pa., June 25, 2026 (GLOBE NEWSWIRE) -- Vishay Intertechnology, Inc. (NYSE: VSH) today introduced a new Automotive Grade phototransistor optocoupler designed to deliver signal transmission with high galvanic isolation for electric vehicles (EV) — including emerging 800 V battery architectures — and industrial automation systems. The Vishay Semiconductors VOLA617A combines an isolation voltage of 5000 VRMS with a VIORM of 1414 Vpeak and VIOTM of 8000 Vpeak in a 4-pin LSOP low profile package.

The device released today is ideal for grid-connected on-board chargers (OBC), DC/DC converters, battery management systems (BMS), isolated wake-up signals, and any system control with galvanic and noise isolation. While most automotive optocouplers can’t be used for battery voltages exceeding 500 V — limiting them to traditional 400 V EV platforms — the ability of the VOLA617A to isolate DC voltages up to 1000 V enables its use in next-generation high voltage EV architectures.

The VOLA617A consists of an infrared emitting diode, optically coupled to a silicon planar phototransistor detector in a low profile package with creepage and clearance distances of ≥ 8 mm. The device is available in four current transfer ratio (CTR) ranges and features a high 80 V collector-emitter voltage rating, allowing for more design flexibility.

The optocoupler operates over a wide -40 °C to +125 °C operating temperature — with a junction temperature capability up to +145 °C — while providing low coupling capacitance of 0.5 pF and high common mode transient immunity. Exceeding rigorous requirements for Automotive Grade performance and reliability, the VOLA617A’s robust package provides an extra safety margin by meeting dual AEC-Q102 qualification standards. The device is RoHS-compliant, halogen-free, and Vishay Green.

Samples and production quantities of the VOLA617A are available now, with lead times of eight weeks.

Vishay manufactures one of the world’s largest portfolios of discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets. Serving customers worldwide, Vishay is The DNA of tech.® Vishay Intertechnology, Inc. is a Fortune 1000 Company listed on the NYSE (VSH). More on Vishay at www.Vishay.com.

The DNA of tech® is a registered trademark of Vishay Intertechnology, Inc.

Vishay on Facebook: http://www.facebook.com/VishayIntertechnology
Vishay Twitter feed: http://twitter.com/vishayindust

Links to product datasheets:
http://www.vishay.com/ppg?80342  (VOLA617A)

Link to product photo:
https://www.flickr.com/photos/vishay/albums/72177720334333031

For more information please contact:
Vishay Intertechnology
Peter Henrici, +1 408 567-8400
[email protected]
 or
Redpines
Bob Decker, +1 415 409-0233
[email protected]

, /PRNewswire/ -- 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. 

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

SOURCE Pomerantz LLP

Key Takeaways MP Materials' first-quarter 2026 revenues rose 49% as NdPr production and sales reached records.MP reported no rare earth oxides sales after discontinuing such sales in July 2025.The Magnetics segment generated $21.1 million in revenues, driven by precursor sales to GM. MP Materials (MP - Free Report) began 2026 on a solid note, reporting first-quarter 2026 revenues of $90.6 million, up 49% from $60.8 million in the prior-year quarter. The company also benefited from a $42.3 million contribution under its price protection agreement (PPA) with the U.S. Department of War (DoW), taking consolidated revenues to $132.9 million for the quarter.

The robust performance was driven by the continued expansion of higher-value neodymium-praseodymium (NdPr) products. MP achieved record NdPr production of 917 metric tons, up 63% year over year, while NdPr sales surged 117% to another record 1,006 metric tons. The company did not generate rare earth oxides (REO) sales during the quarter, reflecting its decision to cease sales into the Chinese market in July 2025. 

The company now processes the concentrate into separate rare earth products or stockpiles it for future use. Despite the absence of concentrate sales, the Materials segment generated revenues of $72.2 million in the first quarter, up 30% year over year, driven by stronger NdPr sales volumes and pricing,

The company’s Magnetics segment has also emerged as an important revenue contributor. It generated $21.1 million of revenues in the first quarter, supported by the sale of magnetic precursor products under the long-term supply agreement with General Motors (GM - Free Report) . The segment had made its first delivery to General Motors in the first quarter of 2025, which led to $5.2 million in revenues. 

As of March 31, 2026, the company had sold $87.9 million of magnetic precursor products to General Motors and expects to complete the remaining $62.1 million commitment within the next year. Following the fulfillment of this agreement, the company anticipates transitioning to sales of finished magnets to General Motors, which are expected to begin in 2026.

Looking ahead, several initiatives could support future revenue growth. The company recently stated that it advanced key growth initiatives, such as expanding operations at Independence and breaking ground on the 10X magnetics facility, its second domestic rare earth magnet manufacturing facility. Meanwhile, scaled heavy rare earth separation commissioning activities are set to begin soon at Mountain Pass.

Among industry peers, Lynas Rare Earths (LYSDY - Free Report) also reported impressive growth, with third-quarter fiscal 2026 (ended March 31, 2026) revenues jumping 115% year over year to AUD 265 million ($183 million), the highest quarterly figure since the fourth quarter of fiscal 2022. This was driven by an increase in the NdPr price and sales volume and higher sales volume of total REO products. 

Lynas Rare Earth reported NdPr production of 1,996 tons, representing a 32% year-over-year increase. The company also produced eight tons of dysprosium and terbium during the quarter. Total REO production for the quarter reached 3,233 tons, up 69% from the prior-year period. Lynas Rare Earth achieved its first production of samarium oxide in March 2026, ahead of its previously announced April 2026 target. 

MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have gained 57% in a year compared with the industry’s 40.1% growth.

Image Source: Zacks Investment Research

MP is trading at a forward 12-month price/sales multiple of 16.37X, a significant premium to the industry’s 1.49X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 16 cents per share, indicating an improvement from the loss of 24 cents in 2025. The estimate for 2027 is $1.06 per share, indicating a 562.5% year-over-year improvement.

Image Source: Zacks Investment Research

The estimate for both 2026 and 2027 has, however, moved down in the past 60 days, as shown in the chart below.

Image Source: Zacks Investment Research

The company currently carries a Zacks Rank #3 (Hold).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

 With Google Cloud's agentic defense solutions, Jack Henry bolsters its enterprise security and helps protect community institutions against emerging cyber threats

, /PRNewswire/ -- Jack Henry® (Nasdaq: JKHY) and Google Cloud today announced an expanded collaboration to deliver AI-driven security capabilities for banks and credit unions. Building on their strategic relationship established in 2022, Jack Henry will use Google Cloud's suite of agentic defense products to develop a proprietary AI security platform purpose-built for the financial services ecosystem. This initiative will strengthen cyber resilience for financial institutions and help them defend against emerging threats while improving operational efficiency.

Approximately 7,400 community banks and credit unions across the United States depend on Jack Henry for a wide array of banking, payments, lending, and operational solutions. As modern security threats grow increasingly complex with the rise of adversarial AI, these institutions require leading-edge defense mechanisms layered across their entire technology suite.

Jack Henry's enhanced, security-first platform is explicitly designed to address the strict compliance, regulatory, and security requirements of community financial institutions. By proactively identifying and mitigating emerging, AI-driven cyber threats, its architecture reinforces security across Jack Henry's entire operational environment – spanning Google Cloud, other cloud providers, and on-premises physical infrastructures.

"Combining our financial services expertise with Google Cloud's agentic defense capabilities enables us to help financial institutions proactively strengthen their defense against increasingly sophisticated threats," said Jack Henry President and CEO Greg Adelson. "Security has always been foundational to our platform, and this collaboration extends those capabilities further. By automating the analysis of large volumes of telemetry data, we can identify potential threats earlier and enable faster, coordinated responses before vulnerabilities are exploited."

AI is the top investment priority for financial institutions, according to Jack Henry's Strategy Benchmark survey of bank and credit union CEOs. Institutions are increasingly focused on AI to drive efficiency, improve risk-based decision-making, and enhance client experiences. This trend reinforces the industry's need for practical, secure AI capabilities that deliver value while meeting the requirements of highly regulated environments.

"Agentic AI workflows represent a transformative capability for financial services, but widespread adoption depends on trust," said Francis deSouza, chief operating officer, Google Cloud and president, Security Products. "Jack Henry is combining Google Cloud's agentic defense, Mandiant Consulting's deep cybersecurity expertise, and Gemini Enterprise Agent Platform to deliver secure-by-design AI. This empowers financial institutions to unlock measurable efficiency while strengthening resilience."
In tandem with these security advancements, Jack Henry is leveraging Gemini Enterprise Agent Platform, Google Cloud's AI platform, to develop and deploy a growing set of high-impact operational use cases, enabling its employees and financial services clients to:

Support customer service teams: Leverage AI-assisted tools to improve the speed and consistency of support and issue resolution. Enhance insights and reporting: Utilize advanced analytics to drive more informed, data-driven decision-making. Optimize daily operations: Automate routine administrative tasks, with early adopters reporting time savings of up to 70%. "We are utilizing AI in a bold and balanced way, unlocking its potential while maintaining the strong security, governance, and human oversight required in financial services," said Jack Henry Chief Operating Officer Shanon McLachlan. "We are prioritizing practical, high-impact use cases – from strengthening cyber resilience to automating back-office processes – to enable institutions to operate more efficiently, scale their teams, and continue delivering the high-touch service that sets them apart."

About Jack Henry & Associates, Inc.®

Jack Henry® (Nasdaq: JKHY) is a well-rounded financial technology company that strengthens connections between financial institutions and the people and businesses they serve. We are an S&P 500 company that prioritizes openness, collaboration, and user centricity – offering banks and credit unions a vibrant ecosystem of internally developed modern capabilities as well as the ability to integrate with leading fintechs. For 50 years, Jack Henry has provided technology solutions to enable clients to innovate faster, strategically differentiate, and successfully compete while serving the evolving needs of their accountholders. We empower approximately 7,400 clients with people-inspired innovation, personal service, and insight-driven solutions that help reduce the barriers to financial health. Additional information is available at www.jackhenry.com.

About Google Cloud

Google Cloud offers a powerful, optimized AI stack—including AI infrastructure, leading models like Gemini, data management capabilities, multicloud security solutions, developer tools and platform, as well as agents and applications—that enables organizations to transform their business for the Agentic Era. Customers in more than 200 countries and territories turn to Google Cloud as their trusted technology partner.

SOURCE Jack Henry & Associates, Inc.

Key Takeaways HubSpot grew customers 16% year over year to 299,458 after adding 10,800 net new customers in Q1 2026.HUBS saw larger ARR deals rise, more multi-Hub adoption and pricing changes support customer growth.HubSpot expanded Breeze AI, with Core Seat users up 90% and over 25% of Pro customers buying more seats. HubSpot, Inc. (HUBS - Free Report) is witnessing solid customer growth across its customer relationship management platform. The company added 10,800 net new customers during first-quarter 2026, increasing the total customer count 16% year over year to 299,458.

There are several factors driving this customer growth. Larger enterprises are increasingly adopting HubSpot to consolidate customer-facing operations. Deals above $60,000 in annual recurring revenues (“ARR”) increased 37% year over year, while deals above $120,000 ARR surged 64%, reflecting improving traction in the upmarket segment. Instead of buying only Marketing Hub, customers are purchasing multiple Hubs together.

63% of new Pro+ customers purchased multiple Hubs, up 3% year over year. Having one unified connected platform that combines marketing, sales and service data supports AI models with complete information and helps enterprises to streamline workflows and boost their competitive edge. Having one integrated platform instead of several disconnected tools also lowers the total cost of ownership and improves efficiency.

The company’s pricing optimization strategy, implemented in 2024, continues to support customer acquisition. This has lowered entry pricing and removed minimum seat requirements. HUBS strong partner ecosystem is another major client acquisition engine.

HubSpot’s AI strategy is increasingly contributing to customer engagement and monetization. The company continues to expand Breeze AI capabilities across its customer platform through AI assistants, agents and automation tools. Active Core Seat users increased 90% year over year during first-quarter 2026, while more than 25% of Pro+ customers purchased additional Core Seats.

How Are Competitors Faring?In the CRM space, HubSpot faces competition from Salesforce, Inc. (CRM - Free Report) , one of the world’s leading Customer Relationship Management companies. More than 150,000 customers leverage Salesforce solutions to drive results across sales, service and marketing operations. Salesforce’s on-demand model supports standardized deployments, frequent updates and lower ownership costs for customers. The company continues to benefit as enterprises modernize customer-facing processes and reduce vendor sprawl.

Microsoft Corporation (MSFT - Free Report) is also seeing healthy demand trends in the Productivity & Business Processes segment, which includes the Office and Dynamics CRM businesses. The company's artificial intelligence capabilities are translating into tangible commercial success, with Microsoft Copilot now deployed across more than 20 million paid Microsoft 365 Copilot seats and growing adoption across productivity, coding, and security applications. Microsoft 365 Copilot paid seats now exceed 20 million. The number of customers with more than 50,000 seats quadrupled year over year, with Accenture representing the largest Copilot win to date with over 740,000 seats. Bayer, Johnson & Johnson, Mercedes and Roche each committed to 90,000 or more seats.

HUBS’ Price Performance, Valuation and EstimatesHubSpot has declined 66.7% over the past year compared to the industry’s decline of 21.7%.

Image Source: Zacks Investment Research

Going by the price/book ratio, the company's shares currently trade at 4.66 book value, higher than 4.27 of the industry average.

Image Source: Zacks Investment Research

HUBS’ earnings estimates for 2026 and 2027 have improved over the past 60 days.
 

Image Source: Zacks Investment Research

HubSpot currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Table of contents

Alchemy Pay, a well-known payment gateway connecting crypto and fiat currencies, has recently achieved another regulatory milestone. In this respect, Alchemy Pay has officially received a Money Transmitter License from the Department of Financial and Professional Regulation of the U.S. state of Illinois. As Alchemy Pay revealed in its official press release, the development grows its coverage, letting it process crypto-to-fiat and fiat-to-crypto transfers for the consumers in the respective state. Hence, this regulatory approval increases Alchemy Pay’s cumulative MTL coverage to 18 U.S. states.

🔥#AlchemyPay has secured a Money Transmitter License (MTL) in the State of Illinois, enhancing Alchemy Pay’s ability to facilitate compliant fiat-to-crypto and crypto-to-fiat transactions, expand its payment services, and strengthen its market presence across the United States.… pic.twitter.com/3hbqhSl4pw

— Alchemy Pay|$ACH: Fiat-Crypto Payment Gateway (@AlchemyPay) June 24, 2026 Alchemy Pay Gets Money Transmitter License Authorization for Regulated Virtual Currency Services Getting the Illinois Money Transmitter License (MTL) authorization enables money transmission, virtual currency-related services, and electronic funds transactions for Alchemy Pay. Additionally, the partners and users can verify the platform’s new license through the Nationwide Multistate Licensing System Consumer Access portal. The development minimizes barriers that the traders, fintech apps, and merchants face. At the same time, the move also aligns the firm with stringent compliance benchmarks in the U.S. for stablecoins and digital assets.

Keeping this in view, Alchemy Pay is paying significant attention to regulatory clarity while expanding its services across notable markets. So, this license approval backs the platform’s wider strategy beyond simple payments. Additionally, the firm referred to the plans of issuing regulated stablecoin products in the future. It is also advancing its cutting-edge Alchemy Chain for this purpose.

Particularly, Alchemy Chain aims to connect conventional payment rails, financial institutions, and stablecoin in an inclusive compliant ecosystem. The integration of compliance into the infrastructure allows the project to establish a scalable settlement framework for merchants and enterprises. The target is to use stablecoins as worldwide settlement rails while also complying with oversight and licensing requirements.

Expanding Compliance Wins to Strengthen Regulated Services Worldwide While reflecting on the development, Alchemy Pay’s CMO, Ailona Tsik, mentioned that this regulatory landmark is crucial for the company and financial innovation. Previously, Alchemy Pay has obtained Electronic Financial Business registration and Digital Currency Exchange Provider registration in South Africa and Australia. The current achievement further expands the platform’s compliance wins. Ultimately, the development underscores Alchemy Pay’s commitment to broadening regulated footprint with a state-by-state approach.

AUTHOR

Umair Younas is a cryptocurrency-related content writer linked with this work since 2019. Here, at Blockchainreporter, he serves as a news and article writer. He is a crypto, blockchain, NFTs, DeFi, and FinTech enthusiast. He has strong command over writing authentic reviews about brokers and exchanges and he has collaborated with our education team to write educational content as well. He has a dream to raise awareness among people about digital currencies. His works are well-researched and brimmed with information hence they provide fresh insights. Stay tuned to his posts if you want to stay up-to-date with the crypto-verse.

Equinor's logo is seen next to the company's headquarters in Stavanger, Norway December 5, 2019. REUTERS/Ints Kalnins//File Photo Purchase Licensing Rights, opens new tab

CompaniesOSLO, June 25 (Reuters) - Norway's biggest oil company Equinor (EQNR.OL), opens new tab and its partners have dropped plans to electrify ​the Wisting oilfield from shore due ‌to high costs and technical complexity, it said on Thursday.

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Wisting is the largest undeveloped discovery on the Norwegian ​continental shelf, with estimated resources of ​nearly 500 million barrels of oil equivalent.

"Power ⁠from shore has been thoroughly assessed but ​was ruled out due to technical complexity and ​high costs," Trond Bokn, Equinor's senior vice president for project development, said.

"We are now continuing our work on ​power generation based on an energy-efficient gas ​turbine solution," he said in a statement.

A final investment decision ‌is ⁠planned for the end of 2027.

If sanctioned, Wisting could produce for around 30 years.

Equinor (42.5%) operates the licence alongside Aker BP (AKRBP.OL), opens new tab (27.5%), state-owned Petoro (20%) and ​INPEX Idemitsu (1605.T), opens new tab (10%).

Equinor ​and its ⁠partners on Thursday submitted for public consultation a proposed programme for ​the environmental impact assessment of a ​development ⁠of the field.

Partners have selected a Floating Production, Storage, and Offloading (FPSO) vessel as the development concept.

They ⁠will ​assess the potential for carbon ​capture and storage (CCS) to reduce CO2 emissions from production, Equinor ​said.

Reporting by Nerijus Adomaitis, editing by Anna Ringstrom

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

SummaryCompaniesAI datacenter demand squeezing memory supply for device makersMacBook Neo's starting price rises to $699 from $599Shares fall, analysts warn rivals may need steeper increasesSAN FRANCISCO, June 25 (Reuters) - Apple (AAPL.O), opens new tab raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip ​costs driven by the AI industry's datacenter buildout.

The move does not affect Apple's main cash cow, the iPhone. But it would take starting price of the Neo - ‌its lowest priced laptop aimed at winning marketshare from affordable Windows and Chromebook laptops - from $599 to $699 months after launch.

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The increase shows even the world's most valuable consumer electronics company with supply chain relationships that are the envy of the industry is not immune to a memory price surge that has dulled the outlook for smartphone and PC sales.

Memory makers such as Micron (MU.O), opens new tab have in recent months prioritized orders from AI chipmakers like Nvidia (NVDA.O), opens new tab, helping them ​earn record profit but leaving little supply for electronics makers that have been forced to increase prices.

"We have never seen a component price increase this much, this quickly," Apple ​said in a statement. "We have shielded our customers from these increases so far, but we have now reached a point where we need to begin ⁠raising prices on a number of products, including today's increases for iPad and Mac."

Apple hiked the price of MacBook Air with 512 gigabytes of storage rose to $1,299 from $1,099, while the MacBook ​Pro with 1 terabyte of storage rose to $1,999 from $1,699, according to updated prices on its website. The iPad Air with 128 gigabytes of storage rose from $599 to $749, among other changes.

Apple also raised prices ​for both versions of its HomePod smart speaker and Apple TV set-top box. Shares of the company fell nearly 5%, while rival Dell (DELL.N), opens new tab was down more than 8%.

Rival device makers may have to raise prices even more sharply than Apple, whose deep supplier ties have cushioned it from the full hit, several analysts said.

"The memory environment is tough and remains structurally tough for the foreseeable future," said Ben Bajarin, CEO of technology consulting firm Creative Strategies.

Apple ​said in April existing inventories had helped it keep its gross margins above Wall Street expectations but that rising memory costs would start to catch up by the end of this month, ​with profitability expected to fall slightly.

"We expect significantly higher memory costs," CEO Tim Cook said on a conference call with analysts in late April.

"Where we don't give color beyond June, I can tell you that beyond ‌the June ⁠quarter, we believe memory costs will drive an increasing impact on our business," Cook had said.

MEMORY SURGE ADDS PRESSURE ON ELECTRONICS MAKERSApple has not disclosed what steps besides price hike it has taken to address rising memory costs. "We know this is not welcome news, and we are working tirelessly to find solutions," the company said on Thursday.

Analysts expect Apple to increase iPhone prices in the coming months and said the latest hike could prompt some potential buyers to advance their purchase decisions.

"The iPhone isn't spared, its hike is coming," said Nabila Popal, a senior research director at IDC. "It was incredibly ​strategic for Apple to make the price hike ​announcements prior to the iPhone fall launch, ⁠so the headlines at launch is not the price hikes but the value the new phones bring."

Prices of dynamic random access memory, used in virtually all modern tech gadgets, rose as much as 98% in the first quarter of 2026 and is set to jump by another 58% to ​63% in the current quarter, according to industry tracker TrendForce.

That surge, dubbed by some experts as "RAMageddon", has been driven by a boom in ​AI data center construction, with ⁠companies like Nvidia signing long-term deals with memory makers who are racing to increase capacity.

Micron said on Wednesday it has locked in $22 billion in such long-term commitments from customers looking to secure their memory supplies.

The rising costs are expected to weigh heavily on device sales this year, with research firm IDC estimating that the smartphone market would see its biggest-ever annual decline of nearly 14% this year while the ⁠PC market will ​fall 11.3%.

Among the notable bright spots has been the MacBook Neo launched in March, which helped power Apple's strong ​sales forecast for the June quarter and has even led some industry watchers to revise their estimates for PC sales.

With its increased price, it has now lost a $100 advantage over the $699 XPS 13 laptop that Dell unveiled last month especially ​to take on the Neo, while also making it more expensive than some Chromebooks from Lenovo and Asus.

Reporting by Stephen Nellis in San Francisco and Aditya Soni in Bengaluru; Editing by Arun Koyyur

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