Solana zůstává pod 80 USD, protože bezpečnostní incidenty a slabá dynamika brzdí pokus o zotavení. Klíčová podpora je na 73,44 USD; proražení by otevřelo cestu do středních 60 USD.
Solana price has stalled near $76 after repeated failures at $80, as two ecosystem exploits, weak momentum, and geopolitical stress have kept traders cautious.
Summary
Solana price remains below $80 as security incidents weigh on trader sentiment. Bearish daily momentum contrasts with positive 4-hour capital flows near $76. Losing $73 could expose SOL to $70 and the mid-$60s region. According to data from crypto.news, Solana (SOL) price traded at $76.12 at the time of writing, down 0.34% on the daily candle after moving between $75.50 and $77.40. The token has gained only about 0.3% over the past seven days, compared with a 3% rise across the global crypto market.
Security concerns have weighed on sentiment throughout July. An attacker drained roughly $20 million from BonkDAO after spending about $4.4 million to acquire enough BONK to pass a malicious governance proposal. Only seven wallets voted, and the proposal received 99.9% approval.
Another attack hit Allbridge Core on July 20. crypto.news reported that the exploiter borrowed $1.12 million in USDC through Kamino, manipulated the protocol’s USDC-USDT pool and extracted more than $1.1 million before routing the funds through privacy tools. Some estimates placed the total liquidity loss near $1.65 million, while Allbridge paused the protocol and began investigating the incident.
Phantom also reported degraded performance for token transfers and swaps on July 12. Account balances and other wallet functions remained available, but the disruption added friction for users during a week in which SOL was already struggling to draw enough demand for a break above $80.
Network activity has provided little relief. Trading on Pump.fun and other speculative venues has fallen from previous peaks, reducing the fee activity that once accompanied Solana’s memecoin boom. Stablecoin balances on the network may offer deployable capital, but holders must exchange those assets for SOL before that liquidity can support the token directly.
Solana price must reclaim $80 to confirm a bullish reversal The daily chart places the main resistance at $79.96, where SOL’s early-July recovery failed, and sellers pushed the price back toward $75. A daily close above $80 would clear the psychological barrier and reopen the route toward the July swing high around $83, followed by the $90–$98 region.
Solana daily price chart — July 20 | Source: crypto.news According to analyst Daan Crypto Trades, SOL now sits at a decisive high-time-frame area where its next reaction could set the direction for the coming weeks.
“Either the bulls push through and set a higher low here to take a stab at the range high in the $90s. Or this rejects here and dribbles back down to that mid $60s area.”
Daily momentum has weakened since the early-July rally. The moving average convergence divergence line has dropped to 0.23, below its 0.63 signal line, while the histogram has slipped to minus 0.40. Buyers still control the medium-term structure above the daily Supertrend at $69.62, but the bearish MACD crossover leaves SOL exposed to another test of support.
On the 4-hour chart, SOL remains inside a descending parallel channel that began after the July 3 peak near $83. Price has reached the upper boundary around $76–$77, making a confirmed close above the trendline necessary before traders can treat the latest advance as a breakout.
Solana price is edging for a breakout from a descending parallel channel pattern on the 4-hour chart — July 20 | Source: crypto.news Conflicting momentum readings keep that setup unresolved. Aroon Down stands at 78.57%, compared with Aroon Up at 14.29%, giving sellers the stronger recent trend reading. Chaikin Money Flow, however, sits at 0.23, which shows that net capital flow over the measured period remains positive despite the lower highs.
The one-week liquidation heatmap shows concentrated leverage above the market at $77.50–$78.20, with another dense band near $78.80. A move through those levels could force short liquidations and help SOL retest $80. Smaller liquidity pockets sit near $76.40, while downside clusters around $74.20–$75 could draw price lower if buyers lose control of $75.41.
Solana liquidation heatmap | Source: CoinGlass Break below $73 would invalidate the recovery attempt Immediate support rests at $75.41, followed by the stronger daily level at $73.44. A close below the latter would weaken the higher-low structure and expose the lower edge of the 4-hour channel near $71. The Supertrend at $69.62 would then become the last major defense before Daan’s mid-$60s bearish target returns to view.
Macroeconomic conditions also threaten the setup. Renewed U.S.-Iran hostilities have pushed oil above $90 per barrel and lifted the average U.S. gasoline price back to $4, according to AP. Higher energy costs could keep inflation elevated and limit the Federal Reserve’s room to reduce interest rates.
The 10-year Treasury yield rose to about 4.56% on July 20, while the dollar index held near 100.8. Persistently high yields and a firm dollar could keep institutional portfolios defensive and restrict capital flows into volatile altcoins.
For bulls, the clean confirmation remains a daily close above $80 followed by a successful retest. Until then, SOL remains trapped between positive spot inflows on the 4-hour chart and a weakening daily momentum structure, with $73–$80 defining the next decisive range.
Disclosure: This article does not represent investment advice. The content and materials featured on this page are for educational purposes only.
Solana nyní zpracovává zhruba 95 % veškerého on-chain objemu tokenizovaných akcií. Kumulativní objem transakcí s tokenizovanými akciemi na Solaně přesáhl do června 2026 10 miliard USD.
rwa.xyz just launched a dedicated dashboard for tracking tokenized public equities and ETFs at app.rwa.xyz/stocks. The platform tracks 2,613 individual tokenized stocks with filtering by market share, transfer volumes, holder counts, and various chart types. The chain dominating this space isn’t Ethereum or Base. It’s Solana, processing roughly 95% of all on-chain tokenized equity volume.
The numbers behind Solana’s tokenized stock dominance Cumulative tokenized stock transaction volume on Solana exceeded $10 billion by June 2026. The first half of 2026 alone accounted for $4.9 billion, a sixfold increase from the previous half-year period.
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According to the rwa.xyz dashboard, the total distributed value of tokenized stocks currently sits at $1.85 billion, up 14.39% in just 30 days. Monthly transfer volumes reached $8.28 billion, marking a 52.87% jump. The dashboard reports 538,740 holders of tokenized stocks with approximately 120,000 monthly active addresses.
Who’s building on top of Solana’s rails Two platforms have emerged as the heavyweights in this space. Ondo leads with over 406 tokenized assets carrying a combined valuation of $851 million. xStocks follows with 183 assets valued at $481.6 million.
Backpack Securities introduced tokenized SpaceX shares on the company’s IPO day. The listing generated $108 million in transaction volume within 24 hours.
Solana’s broader RWA ambitions Solana’s total RWA value crossed $3 billion for the first time in June 2026, a milestone that encompasses tokenized treasuries, private credit, and other traditional financial instruments brought on-chain.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Spoluzakladatel Solany Anatoly Yakovenko řekl, že dosažení standardu Nakamoto v decentralizaci potrvá roky. Solana je nyní podle něj ve fázi masového nasazení MCP.
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Solana co-founder Anatoly Yakovenko outlined the network's long-term development path. Comparing the blockchain's technological stages to the 12-year period between the beginning of the American Revolution and the signing of the U.S. Constitution, he made it clear that reaching the Nakamoto milestone will take years.
From AI infrastructure to securitySolana is currently at the stage of large-scale Model Context Protocol (MCP) deployment. It connects the blockchain with artificial intelligence, allowing AI agents to natively analyze the network and manage wallets. However, Yakovenko is looking beyond the current hype surrounding AI.
His goal is the Nakamoto standard, which means a radical increase in the Nakamoto coefficient. This metric shows how many validators would need to be controlled to block or censor a blockchain.
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The same amount of time will pass between full mcp and Nakamoto as between the constitution and the revolution 🇺🇸
— toly 🇺🇸 (@toly) July 20, 2026 Solana's current score stands at around 20, heavily restricted by data center concentration and geographic staking clusters.
The goal of the new architecture is to raise it to a level that would make the network physically resistant to any external pressure, effectively distributing consensus power far beyond the current top-tier validation firms.
Why does this matter?Solana has already addressed its technical problems with speed and outages through the release of the ultra-fast Firedancer client, which pushed hardware efficiency limits to over one million transactions per second in test environments, introducing vital client diversity to eliminate single points of software failure.
But high speed is useless if the network can still be censored.
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In this context, Yakovenko's statement is not just another tweet, but the formalization of a new strategic plan in which Solana moves beyond its status as a "fast and cheap network for coins" and begins a direct expansion into Ethereum's territory, targeting its main advantage — long-term reliability and decentralization for institutional users, thereby positioning SOL as a sovereign, uncensorable Layer-1 asset capable of meeting strict global regulatory compliance standards.
AI podle článku přesouvá investiční pozornost od infrastruktury ke kybernetické bezpečnosti, která bude chránit data, sítě i identity. Fortinet, SentinelOne i Okta těží z rostoucí poptávky a vyšších odhadů zisků.
Thus far, the artificial intelligence boom rewarded the companies supplying the necessary computing power. Semiconductors, servers, networking equipment and data centers became the market’s primary focus as technology companies raced to build AI infrastructure.
The next phase may reward the companies responsible for protecting it.
In an increasingly digital economy, cybersecurity has become a foundational piece of modern business infrastructure. These companies often benefit from recurring revenue, attractive margins and powerful secular growth drivers. AI is now adding another catalyst by creating more data, applications, cloud workloads and digital identities that must be secured.
Yet a strong industry does not always produce strong stock returns. The post-pandemic software boom pulled years of expected growth forward, as aggressive spending, easy financial conditions and enthusiastic positioning pushed valuations to unsustainable levels. When growth normalized and interest rates rose, those multiples compressed sharply.
The damage was especially severe for Okta ((OKTA - Free Report) ) and SentinelOne ((S - Free Report) ), both of which remain well below their prior-cycle highs. Fortinet ((FTNT - Free Report) ), by comparison, has traded much better and already demonstrated that it can compound through a difficult software environment.
Now, the investment setup appears to be improving. AI is strengthening the industry’s long-term demand outlook, valuations have moved closer to historical norms and earnings estimates are rising. Fortinet currently carries a Zacks Rank #1 (Strong Buy), while SentinelOne and Okta each hold a Zacks Rank #2 (Buy), indicating positive earnings-estimate momentum across three very different areas of cybersecurity.
Image Source: Zacks Investment Research
Why Cybersecurity Could Be AI’s Next Major Investment ThemeAI creates a powerful two-sided catalyst for the cybersecurity industry.
On one side, enterprise adoption is expanding the attack surface. Every new AI application can introduce additional models, cloud workloads, databases, devices and connections that must be monitored and protected. The growth of autonomous AI agents could be particularly important, as businesses will need to control which systems, applications and sensitive information those agents are permitted to access.
On the other side, AI is making cyberattacks more scalable. The same tools that improve the productivity of software developers and security teams can help criminals automate phishing campaigns, identify vulnerabilities and execute increasingly sophisticated attacks. Fortinet has already described the threat environment as becoming more complex and intensified by AI, while its research has identified agentic AI as an emerging enabler of large-scale data theft.
Cybersecurity spending is also more durable than many other areas of enterprise software. Companies can postpone discretionary technology projects during periods of uncertainty, but they cannot simply ignore a major security vulnerability. As AI becomes more deeply integrated into business operations, security should increasingly be treated as an essential cost of adoption.
Fortinet: The Proven Cybersecurity LeaderFortinet is the highest-quality and most established selection of the three. The company built its leadership position in network firewalls but has expanded into a much broader platform spanning secure networking, operational technology, security operations and secure access service edge, or SASE.
Its integrated hardware-and-software model provides meaningful differentiation. Fortinet designs specialized processors and operates its products through a common operating system, allowing customers to consolidate security functions without stitching together numerous independent products.
AI should increase demand across the platform. Expanding data center infrastructure, heavier network traffic and rising connectivity requirements all create a need for greater throughput, segmentation and protection. Fortinet reported that several recent product deployments were directly related to customers securing AI infrastructure. AI-driven security operations billings increased 23% during the latest quarter.
The underlying financial momentum is already strong. First-quarter revenue increased 20%, billings grew 31% and non-GAAP earnings advanced 41%. Fortinet also raised its full-year revenue-growth outlook to 15%.
FTNT trades at 51x forward earnings,compared with its ten-year median of 63.8x. While that is not necessarily cheap, the valuation is supported by high margins, strong cash generation and demonstrated execution.
Fortinet is the steadier compounder and potentially the lower-risk way to participate in the theme. The primary drawback is that the stock has already performed well, leaving less room for execution errors than the beaten-down alternatives.
Image Source: Zacks Investment Research
SentinelOne: The AI-Native TurnaroundSentinelOne represents the highest-risk, highest-potential-return selection.
Its Singularity platform uses automation and machine learning to identify and respond to threats across endpoints, cloud workloads, identities and data. That architecture gives SentinelOne a natural connection to the AI theme: as attacks become faster and more automated, companies increasingly need defensive systems capable of responding at machine speed.
The stock remains deeply below its prior cycle high after slowing growth and investor skepticism toward unprofitable software companies crushed its valuation. The current bullish case, however, does not depend on returning to pandemic-era multiples. SentinelOne must instead demonstrate durable growth alongside improving profitability.
That process is underway. First-quarter revenue increased 21%, while annualized recurring revenue grew 23% to $1.16 billion. Non-GAAP operating margin improved to 4% from negative 2%, and management raised its full-year operating-income outlook.
S trades at 54.8x forward earnings, with long-term EPS projected to grow 46.9% annually, giving it a PEG ratio just over 1.
Competition remains intense, and SentinelOne still needs to prove that it can deliver consistent profitability. But if growth stabilizes and operating leverage continues to improve, the stock could undergo a meaningful revaluation.
Image Source: TradingView
Okta: Securing the AI WorkforceIdentity may become one of the most important security layers of the AI economy.
Every employee, customer, application and AI agent requires a verified identity and clearly defined access privileges. As businesses deploy autonomous agents, the number of non-human identities and access decisions could rise dramatically. Okta is positioned directly within that identity-management layer.
Like SentinelOne, OKTA remains far below its 2021 high following the collapse of software valuations and several company-specific execution issues. But the business has become substantially more profitable, and recent results suggest that demand is stabilizing.
First-quarter revenue increased 11%, while remaining performance obligations grew 16%. Okta generated a 35% free-cash-flow margin and a 25% non-GAAP operating margin, demonstrating that the company no longer needs extraordinary revenue growth to produce attractive economics. Management has also identified AI agents as a rapidly emerging workforce that must be secured alongside human users.
OKTA trades at 39x forward earnings, compared with its historical median of ~80x.
Competition from Microsoft and other platform providers remains a major risk. Still, Okta’s independent identity platform, improving profitability and exposure to agentic AI make it a compelling second-act recovery story.
Image Source: TradingView
Cybersecurity Stocks’ Resurgence The first phase of the AI boom was about building the infrastructure. The next phase will increasingly be about protecting the data, networks and identities running through it.
Fortinet offers proven execution and profitable growth. SentinelOne provides the most speculative turnaround opportunity, while Okta offers direct exposure to the growing importance of identity in an agent-driven economy.
With earnings estimates moving higher and valuations far below their previous extremes, cybersecurity may be one of the most compelling areas emerging from the software reset.
Key Takeaways PulteGroup's Q2 EPS is estimated to be $2.38, down 21.5%, with revenues projected to fall 9.6%.Higher sequential closings and community growth may support PulteGroup despite affordability pressures.PulteGroup's gross margin is expected to be 24.2% as incentives, discounts and pricing pressure weigh. PulteGroup Inc. (PHM - Free Report) is scheduled to report its second-quarter 2026 results on July 22, before the opening bell.
In the last reported quarter, the company’s adjusted earnings per share (EPS) missed the Zacks Consensus Estimate by 0.6%, and revenues surpassed the same by 0.7%. On a year-over-year basis, adjusted EPS declined 30.4%, and revenues decreased 12.4% year over year.
PulteGroup’s earnings topped the consensus mark in three of the trailing four quarters and missed on one occasion, with an average surprise of 2.6%.
Trend in PHM Stock’s Estimate RevisionThe Zacks Consensus Estimate for PHM’s second-quarter EPS has increased to $2.38 from $2.36 over the past 30 days. The estimated figure indicates a 21.5% decrease from the year-ago EPS of $3.03.
The consensus mark for total revenues is pegged at $3.98 billion, implying a 9.6% year-over-year decline.
Factors Likely to Have Shaped PulteGroup’s Q2 EarningsTopline: PulteGroup’s second-quarter revenues are likely to have been supported by higher expected closing volumes. Management guided for 6,700-7,100 home closings during the quarter, reflecting a sequential increase from the first quarter as homes already under construction progressed toward delivery. Continued growth in community count, projected at 3-5% year over year, and the company's sizable land pipeline are likely to have supported sales activity.
For the second quarter, our model predicts home closings to decline 8.6% year over year to 6,982 units. Segment-wise, for the second quarter, our model predicts overall Homebuilding revenues (which contributed 97.9% to total revenues in the first quarter of 2026) to decrease 10.2% year over year to $3.87 billion. Our model expects Financial Services revenues (which contributed 2.1% to total revenues in the first quarter) to grow 0.4% year over year to $101.5 million.
Demand trends were expected to remain relatively resilient despite elevated mortgage rates. The company continued to benefit from healthy demand among move-up and active-adult buyers, particularly in Florida, the Northeast and parts of the Southeast, while its strategic shift toward a higher build-to-order mix likely enhanced order quality and future revenue visibility. Management also noted that buyer traffic remained healthy and seasonal demand trends held up well despite macroeconomic and geopolitical uncertainty.
However, affordability constraints likely continued to weigh on first-time buyers, limiting broader demand. Elevated incentives remained necessary to stimulate sales in a competitive housing market, while average selling prices (ASPs) were guided to a range of $540,000-$550,000, suggesting continued pricing pressure. Regional weakness in parts of Texas and the West, together with cautious consumer sentiment tied to mortgage rates, may also have constrained top-line growth. Our model predicts the ASP of homes closed to decrease 2.1% year over year to $547,200.
Margins: Margins are expected to have remained under pressure during the quarter. Management projected home sale gross margin of 24.1-24.4%, indicating that the second quarter is likely to represent the low point of the year. Elevated incentives, competitive pricing and the closing of previously sold spec homes carrying heavier discounts are expected to have weighed on profitability.
Our model predicts homebuilding gross margin to be 24.2% for the quarter, down from the year-ago period level of 27%. We predict SG&A expenses (as a percentage of home sales revenues) to be 9.2%, up 10 basis points year over year.
Nevertheless, lower construction costs, supported by reduced lumber prices and procurement savings across several building materials, likely provided some relief. Continued efforts to reduce finished spec inventory and disciplined production management are likely to have supported operational efficiency. Share repurchases, which reduced the average diluted share count, were expected to have provided a modest boost to EPS even as lower financial services profitability and softer pricing weighed on the bottom line.
Orders & Backlogs: Our model expects PulteGroup’s net new orders to be up 1.4% year over year to 7,180 units in the second quarter. We expect the total backlog to decline 1.4% to 10,625 units, with the total backlog value dropping 2.4% year over year to $6.68 billion.
What Our Model Unveils for PHMOur proven model does not conclusively predict an earnings beat for PulteGroup this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
PHM’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank of PHM: The stock currently carries a Zacks Rank #3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Stocks to ConsiderHere are other companies in the Zacks Construction sector, which, according to our model, have the right combination of elements to post an earnings beat.
Boise Cascade Company (BCC - Free Report) has an Earnings ESP of +6.50% and a Zacks Rank of 1 at present.
Boise Cascade’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 40.8%. The company’s earnings for the second quarter of 2026 are expected to decline 25% year over year.
Dycom Industries, Inc. (DY - Free Report) currently has an Earnings ESP of +0.47% and a Zacks Rank of 1.
Dycom’s earnings beat estimates in all the last four quarters, the average surprise being 25%. The company’s earnings for the second quarter of fiscal 2027 are expected to increase 39.3% year over year.
CRH plc (CRH - Free Report) has an Earnings ESP of +4.08% and a Zacks Rank of 3.
CRH’s earnings beat estimates in two of the last four quarters, missed on one occasion and met on the remaining occasion, the average surprise being 0.7%. The company’s earnings for the second quarter of 2026 are expected to inch up 1% year over year.
DoorDash rozšiřuje svou obchodní platformu o přímou integraci se Shopify, která americkým obchodníkům s fyzickými prodejnami usnadní prodej na Marketplace a doručování na vyžádání. Firma zároveň ve 2. čtvrtletí 2026 očekává Marketplace GOV ve výši 32,4–33,4 miliardy USD.
Key Takeaways DoorDash's Shopify integration simplifies onboarding and expands access to on-demand local delivery.The Dollar Tree partnership adds delivery from more than 9,000 stores across 48 U.S. states. DoorDash expects second-quarter 2026 Marketplace GOV of $32.4 billion to $33.4 billion. DoorDash (DASH - Free Report) shares have declined 18.7% in the year-to-date period, significantly underperforming the Zacks Computer and Technology sector's 11.8% growth. The weakness reflects investor concerns over continued investments in its global technology platform, Deliveroo integration and near-term margin pressure despite strong operating performance.
DoorDash continues to strengthen its long-term growth prospects by expanding its local commerce ecosystem and merchant services portfolio, supported by growing demand for same-day retail delivery and omnichannel commerce solutions.
The company is benefiting from growing demand for integrated digital commerce and on-demand fulfilment as retailers seek unified platforms for online ordering and local delivery. DoorDash has expanded its Commerce Platform beyond restaurant delivery through Drive, Digital Ordering, SevenRooms and Reservations, while strengthening its grocery and retail business with new categories, improved merchant onboarding and record customer additions. These investments have strengthened DoorDash's retail ecosystem and set the stage for deeper commerce platform integrations.
DoorDash Expands Local Commerce Platform With ShopifyDoorDash continues to strengthen its merchant ecosystem through investments in retail delivery, digital commerce and merchant enablement, supporting the growing adoption of on-demand local commerce.
Building on this strategy, the company announced in July 2026 a direct integration with Shopify (SHOP - Free Report) that enables U.S. merchants with physical stores to seamlessly sell products on the DoorDash Marketplace while offering on-demand local delivery. Merchants can activate DASH directly from Shopify, automatically synchronize product catalogs and inventory and manage operations through a single platform.
The Shopify integration eliminates manual onboarding and separate catalog management, allowing merchants to reach millions of DoorDash customers while leveraging the company's nationwide delivery network. Designed for independent retailers and omnichannel businesses, the partnership is expected to expand retail selection, accelerate merchant acquisition, increase Marketplace gross order value (GOV) and strengthen DoorDash's position as a leading local commerce platform.
DASH Benefits From Expanding Partner BaseDoorDash is consistently investing in expanding its partner base to provide express grocery delivery for consumers, a new offering that further strengthens its position among on-demand delivery platforms. This has boosted DoorDash’s total orders and marketplace GOV. In the first quarter of 2026, total orders rose 27% year over year to 933 million, and Marketplace GOV increased 37% to $31.6 billion, driving revenues up 33% to $4 billion.
Further strengthening its merchant network, in May 2026, DoorDash partnered with Dollar Tree (DLTR - Free Report) to offer on-demand delivery from more than 9,000 Dollar Tree stores across 48 U.S. states. Customers can access over 10,000 affordable products through DASH, enhancing convenience while helping Dollar Tree reach new shoppers and strengthen its omnichannel retail strategy.
DoorDash Provides Strong Q2 2026 OutlookDoorDash's expanding merchant ecosystem, growing retail marketplace and continued investments in technology are expected to support long-term revenue growth. For the second quarter of 2026, DoorDash expects Marketplace GOV in the range of $32.4-$33.4 billion.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $4.32 billion, indicating year-over-year growth of approximately 31.53%.
The consensus mark for second-quarter 2026 earnings is pegged at 50 cents per share, unchanged over the past 30 days, indicating a year-over-year decline of 23.08%.
Competition & Margin Pressures Remain Key Concerns For DASHDespite an expanding portfolio and partner base, the company continues to face intense competition from Uber Eats, Grubhub and other local delivery platforms, as well as retailers operating their own delivery capabilities. The competitive environment could keep promotional spending elevated, increase customer churn risk and limit long-term margin expansion.
Profitability remains under pressure as DoorDash continues to invest heavily in its global technology platform and Deliveroo integration. The company is investing several hundred million dollars to unify DoorDash, Wolt and Deliveroo on a common technology infrastructure, which could keep operating expenses high in the near term despite long-term efficiency benefits.
DASH's Zacks Rank & Stock to ConsiderCurrently, DoorDash carries a Zacks Rank #5 (Strong Sell).
Dell Technologies (DELL - Free Report) is a better-ranked stock that investors can consider in the broader Zacks Computer and Technology sector. Dell Technologies sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
DELL shares have surged 214.8% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
SHIB za posledních 24 hodin spálil 12,47 milionu tokenů, což znamená nárůst denních burnů o 350,29 %. Současně přibývají velrybí objednávky a odtoky z burz, ale breakout zatím nepřišel.
Shiba Inu [SHIB] strengthened its long-term deflationary narrative after its burn rate climbed sharply over the past day.
Shibburn data showed that 12.47 million SHIB left circulation during the previous 24 hours, representing a 350.29% increase in daily burns.
The network also removed 481,463 SHIB during the last hour, while the seven-day burn total reached 44.23 million SHIB, reflecting a 32.63% weekly increase.
Those figures highlighted sustained efforts to reduce the token’s circulating supply despite relatively muted price action.
However, the shrinking supply alone did not immediately translate into stronger price appreciation.
Instead, the burn activity reinforced SHIB’s longer-term scarcity narrative, leaving traders focused on whether demand would strengthen enough to capitalize on the declining token supply.
Exchange outflows eased immediate selling pressure Spot flow data revealed that capital continued leaving exchanges instead of moving onto them.
SHIB recorded a negative spot netflow of approximately $175,050, indicating that more tokens exited exchanges than entered during the latest session.
Negative netflows typically indicate reduced immediate selling pressure, as investors move tokens off exchanges rather than preparing them for sale.
Even so, the relatively modest size of the outflow suggested that conviction remained measured instead of aggressive.
Market participants continued reducing available exchange liquidity without triggering a broad buying wave.
As a result, the outflow data complemented the improving burn statistics and suggested that holders preferred accumulation over distribution.
However, stronger demand would still need to emerge before SHIB could sustain a larger recovery.
Source: CoinGlass Whale activity quietly returned to the market Large investors became increasingly active across SHIB’s spot market despite the subdued price environment.
The Spot Average Order Size indicator continued flashing “Big Whale Orders,” showing that larger transactions accounted for a greater share of executed trades.
That pattern often reflected institutional or high-net-worth participation rather than retail-driven activity.
Even though the market lacked a decisive breakout, whales continued absorbing liquidity while exchange balances gradually declined.
This combination may indicate that larger participants are positioning for a longer-term move despite near-term uncertainty.
Retail participation remained relatively restrained, yet growing whale-sized orders hinted that sophisticated investors had started positioning ahead of a potential directional move instead of waiting for confirmation after a breakout.
Source: CryptoQuant SHIB held key support as MACD improved SHIB continued trading inside a descending channel after several weeks of lower highs and lower lows.
However, the price defended the $0.00000409 support area while attempting to stabilize above it, preventing another breakdown toward the channel’s lower boundary.
Immediate resistance remained near $0.00000450, while a stronger barrier stood around $0.00000500, both aligning with previous rejection zones.
The MACD reflected improving market conditions because the blue MACD line climbed above the signal line while the histogram shifted closer to the neutral level.
Although a confirmed bullish crossover had not yet appeared, selling pressure had continued fading throughout July.
If buyers maintain control above current support and the MACD completed a bullish crossover, SHIB could challenge $0.00000450 first.
A successful breakout above that level would likely expose $0.00000500. However, losing $0.00000409 could invite another decline within the descending channel.
Source: TradingView Shiba Inu combined stronger burn activity, continued exchange outflows, and increasing whale participation into a more constructive market structure.
Together, these on-chain metrics point to improving market conditions, although SHIB still needs a confirmed breakout to validate a broader trend reversal.
If buyers sustain current support and technical conditions continue improving, SHIB could attempt a move toward $0.00000450 before targeting $0.00000500.
Final Summary SHIB’s daily burn rate jumped more than 350% as exchange outflows continued to ease near-term selling pressure. Growing whale-sized orders and improving momentum indicators point to strengthening sentiment, but a breakout above resistance is still needed.
Cathie Wood dál nakupuje Beam Therapeutics, jejíž pozice má hodnotu přes 300 milionů USD. Firma má 1,21 miliardy USD v hotovosti a několik klinických katalyzátorů.
Cathie Wood of Ark Invest first bought shares of Beam Therapeutics (BEAM 4.36%), a biotech focused on precision genetic treatments, in 2020. She's continued to acquire shares since then, with her most recent purchases last week clocking in at around $4 million.
Today, Wood's position in Beam is worth more than $300 million. That's not trivial, even for Wood. Of course, the question is: When it comes to Beam, should you follow her lead? I maintain that if you're comfortable with the risks of an early-stage biotech company, you should.
Beam is taking a different approach to gene editing CRISPR gene editing involves cutting both strands of DNA before inserting or removing genetic material. Beam Therapeutics, however, uses a different technology called base editing.
Instead of cutting DNA, base editing changes a single DNA letter directly. Think of it as correcting a typo in a document rather than deleting an entire sentence and rewriting it. The approach is designed to make genetic edits more precise.
Image source: Getty Images.
That technology becomes quite attractive when you consider that among more than 50,000 documented disease-causing genetic variants, roughly 60% are point mutations (a genetic alteration in which a single nucleotide in a DNA or RNA sequence is changed), making them potential targets for base editing.
A maturing pipeline Beam now has several clinical programs that could create significant value over the next few years. Its most advanced liver-disease program, BEAM-302, is being developed for alpha-1 antitrypsin deficiency (an inherited disorder that leaves the liver and lungs vulnerable to progressive damage).
Updated phase 1/2 data showed that a single treatment produced substantial increases in functional alpha-1 antitrypsin protein. The company has selected its optimal dose and expects to begin a global clinical trial in the second half of 2026.
Beam is also developing ristoglogene autogetemcel (risto-cel), a potential one-time treatment for sickle cell disease. So far, clinical results have been encouraging, showing that the therapy can restore healthy function to red blood cells by increasing production of fetal hemoglobin. This is a key protein that helps prevent the painful complications caused by the disease.
The company expects to file for approval from the U.S. Food and Drug Administration (FDA) by the end of 2026. If approved, risto-cel would become Beam's first commercial product, transforming it from a company focused solely on research into one capable of generating product revenue.
Beam also plans to seek FDA approval to begin human testing of BEAM-304, a potential treatment for phenylketonuria (PKU). This rare inherited disorder prevents the body from properly breaking down the amino acid phenylalanine. Left untreated, the condition can lead to serious neurological problems.
The company will also soon report its first clinical results for BEAM-301, a treatment for glycogen storage disease type Ia, a rare genetic disorder that prevents the liver from properly regulating blood sugar. While both programs are still in the early stages, they broaden Beam's pipeline and provide additional opportunities to create long-term value if the therapies prove successful.
Plenty of cash One of the biggest risks for early-stage biotech companies is running out of cash before reaching meaningful clinical milestones. Beam appears to be in a stronger position than many of its peers.
At the end of the first quarter, the company reported $1.21 billion in cash, cash equivalents, and marketable securities. Management believes that its cash, combined with a financing deal it has with specialty finance firm Sixth Street, is sufficient to fund operations through mid-2029. That gives Beam time to advance multiple clinical programs without immediately returning to capital markets for additional financing.
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Of course, none of this guarantees success. Beam Therapeutics reported a net loss of $94.3 million in Q1. Every major value driver still depends on successful clinical trials, regulatory approvals, and eventual commercialization. Failure in even one late-stage program could significantly affect the stock.
Competition also continues to intensify. Companies including CRISPR Therapeutics and Verve Therapeutics (now a subsidiary of Eli Lilly) continue advancing their own gene-editing platforms. Beam's long-term success depends not only on proving that base editing works, but also that it offers meaningful advantages over competing technologies.
Wood typically invests in companies capable of creating entirely new markets rather than simply improving existing ones. Beam fits that profile. The company has a differentiated gene-editing platform, multiple late-stage clinical catalysts over the next 18 months, more than $1.2 billion on its balance sheet, and enough capital to execute its development strategy well into 2029.
That doesn't make Beam a low-risk investment. Clinical-stage biotechnology rarely is. But if you're willing to accept the volatility that comes with drug development, Beam Therapeutics appears to be one of the more compelling gene-editing companies on the market today.
Ralph Lauren uvedl, že dámské oblečení, vrchní oděvy a kabelky ve 4. čtvrtletí i za fiskální rok 2026 rostly o více než 20 %. Dámská móda má podle firmy dlouhodobý růstový potenciál.
Key Takeaways Ralph Lauren's women's apparel, outerwear and handbags each grew more than 20% during the quarter.RL sees significant long-term growth potential in women's apparel despite its current scale.RL plans to expand its handbag portfolio with the Blaze collection to support future growth. Ralph Lauren Corporation (RL - Free Report) continues to see strong momentum in its high-potential categories, with women's apparel, outerwear and handbags serving as key growth drivers. Collectively, these categories recorded growth of more than 20% in both the fourth quarter and the fiscal 2026, significantly outpacing the company's overall performance.
Within women's apparel, management highlighted strong results across multiple product categories, including Core Cable-Knit and Jersey sweaters, lightweight outerwear and colorful linen shirts. These performances underscore the importance of the company's category-focused strategy in supporting overall business growth. The company believes its women's apparel business offers substantial long-term growth potential despite its existing scale.
Ralph Lauren also noted that its women's apparel portfolio, including Collection, Polo Women's and Lauren, represents a business of nearly $2 billion while holding only about a 1% market share. This indicates considerable room for further expansion. The company also sees similar opportunities in outerwear, while emphasizing that its handbags business is at an even earlier stage of development, providing additional runway for future growth.
Additionally, the company highlighted an upcoming launch of the Blaze collection within the Women's Polo handbag portfolio, which will complement the established Polo ID and the growing Polo Play lines, creating a third key pillar for the brand. It believes this addition will support continued performance in its handbags business. Management also noted that women's apparel, outerwear and handbags are all accretive to average unit retail (AUR) and expects the strong AUR growth seen in these categories to continue.
Overall, Ralph Lauren's continued expansion in high-potential categories reinforces its premium brand positioning and supports its broader strategy to drive sustainable revenue growth, AUR expansion and long-term value creation.
The Zacks Rundown for RLRalph Lauren’s shares have lost 1.6% in the past three months against the industry’s 1.9% growth.
Image Source: Zacks Investment Research
From a valuation standpoint, RL trades at a forward price-to-earnings ratio of 20.12X compared with the industry’s average of 15.85X. Ralph Lauren currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RL’s current and next fiscal-year earnings implies a rise of 10.5% each.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Duluth Holdings Inc. (DLTH - Free Report) sells casual wear, workwear, outdoor apparel, and accessories for men and women in the United States. It offers shirts, pants, shorts, underwear, outerwear, footwear, accessories, and hard goods. At present, DLTH sports a Zacks Rank of 1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for DLTH's current fiscal-year sales implies a decline of 2.8%, and the same for earnings implies growth of 39.5% from the year-ago reported figures. DLTH delivered a trailing four-quarter earnings surprise of 107.5%, on average.
Columbia Sportswear Company (COLM - Free Report) , which is a marketer and distributor of outdoor and active lifestyle apparel, footwear, accessories and equipment, currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for COLM’s current financial-year sales and earnings is expected to rise 2.6% and 4.6%, respectively, from the corresponding year-ago reported figures. COLM delivered a trailing four-quarter earnings surprise of 44.1%, on average.
Vince Holding Corp. (VNCE - Free Report) provides luxury apparel and accessories in the United States and internationally. It operates through Vince Wholesale and Vince Direct-to-Consumer segments. At present, the company carries a Zacks Rank of 2.
The Zacks Consensus Estimate for VNCE’s current fiscal-year sales and earnings implies growth of 7.2% and 34.1%, respectively, from the year-ago reported figures. VNCE has delivered a trailing four-quarter earnings surprise of 635.7%, on average.
Sterling Infrastructure má podle článku silnější růst, vyšší backlog a lepší odhady zisků než Granite Construction, takže je označen za lepší koupí nyní. Granite je levnější, ale jeho růstový výhled je slabší.
Key Takeaways STRL is the better buy, backed by stronger growth, backlog momentum and estimate revisions.Mission-critical projects make up more than 90% of Sterling's E-Infrastructure backlog.Granite offers a lower valuation and record $7.2B CAP, but its growth outlook is less aggressive. Infrastructure spending remains a major growth driver for U.S. construction companies, supported by data center development, semiconductor manufacturing, transportation upgrades and federal infrastructure programs. Contractors with strong project pipelines, specialized capabilities and disciplined execution are particularly well positioned. Sterling Infrastructure (STRL - Free Report) and Granite Construction (GVA - Free Report) both benefit from these trends, but their business profiles differ.
Sterling has shifted toward high-growth mission-critical infrastructure, while Granite remains a diversified civil contractor and construction materials producer with significant exposure to public infrastructure.
Let's dive deep and closely compare the fundamentals of the two stocks to determine which one is a better investment now.
The Case for Sterling StockSterling has transformed itself into a high-growth infrastructure platform focused on data centers, semiconductor fabrication, advanced manufacturing and mission-critical electrical work. First-quarter 2026 revenues surged 92% year over year, while adjusted earnings per share (EPS) climbed 120%. Adjusted EBITDA more than doubled, and margins expanded despite the integration of the recently acquired CEC business.
The E-Infrastructure Solutions segment remains Sterling’s primary growth engine. Segment revenues increased 174%, supported by strong organic growth and CEC’s contribution. Mission-critical projects accounted for more than 90% of E-Infrastructure backlog, highlighting Sterling’s growing exposure to large data center, manufacturing and semiconductor investments. The company is also gaining traction from cross-selling site development and electrical services, which should help increase project scope, improve execution and support margins.
Sterling’s backlog provides strong multiyear visibility. Signed backlog reached $3.8 billion, while the combined backlog increased to $5.15 billion. Including unsigned awards and high-probability future phases, management sees an opportunity pool approaching $6.5 billion. The first phase of a large semiconductor fabrication campus further strengthens its long-term growth potential, with additional project phases expected over several years.
The Stone Ridge acquisition adds another growth avenue. The deal expands Sterling’s site development capabilities across the Pacific Northwest and Texas and increases its exposure to data centers, mining and industrial infrastructure. Stone Ridge is expected to generate between $180 million and $200 million in full-year revenues with mid-teen EBITDA margins.
Sterling’s main risk is its premium valuation. The stock’s strong rally has raised expectations, meaning any slowdown in project awards, execution or data center spending could pressure its multiple. Building Solutions also remains exposed to weak residential affordability, while rapid expansion and acquisition integration add operational risks.
Nevertheless, Sterling’s growth, backlog visibility, margins and mission-critical market exposure provide a powerful investment case.
The Case for Granite StockGranite offers a more diversified and value-oriented construction investment. The company operates across transportation, federal infrastructure, private construction and construction materials, reducing its dependence on any single end market.
First-quarter revenues increased 30% year over year to $912 million, while adjusted EBITDA more than doubled. Construction segment revenues rose nearly 25%, supported by strong organic growth and acquired businesses. Granite also ended the quarter with record committed and awarded projects, or CAP, of $7.2 billion, an increase of $1.4 billion from the prior year.
Granite’s vertically integrated model is a key strength. Its materials operations supply aggregates and asphalt, supporting construction projects while providing exposure to pricing and volume growth. Materials revenues increased sharply in the first quarter, while gross profit and cash gross profit margins improved significantly. Recent acquisitions, including Warren Paving, Papich Construction and Kenny Seng Construction, have expanded Granite’s geographic presence and materials capabilities.
Granite is also expanding into attractive markets. Federal CAP reached $1.3 billion, including tactical infrastructure work, while management sees growing opportunities in rail facilities and mission-critical data center site development. The Kenny Seng acquisition strengthens Granite’s Utah platform and adds exposure to education, civil infrastructure and private-sector projects.
Following the strong quarter and recent project awards, Granite raised its 2026 revenue guidance between $5.2 billion and $5.4 billion and increased its adjusted EBITDA margin outlook. Improved project execution, SG&A leverage and materials performance should support earnings growth.
However, Granite’s growth outlook is less aggressive than Sterling’s. Traditional civil projects can be affected by weather, funding availability and execution delays. The company also reported a GAAP net loss in the first quarter, while higher interest costs and acquisition-related debt remain considerations.
Sterling Leads the Share Price RaceSterling shares have surged 108.5% year to date, substantially outperforming Granite’s 7.5% gain. Sterling has also outpaced the Zacks Construction sector’s 7.3% advance and the S&P 500’s 8.8% return.
STRL vs GVA Price Performance (YTD)
Image Source: Zacks Investment Research
Among peers, Comfort Systems USA (FIX - Free Report) and EMCOR Group (EME - Free Report) have also benefited from rising investments in AI data centers, electrical infrastructure and mission-critical construction. However, Sterling’s stock performance indicates particularly strong investor confidence in its earnings growth, expanding backlog and strategic positioning.
Granite’s performance is close to the broader construction sector, reflecting its steadier operating profile and more moderate earnings outlook.
Granite Offers Value, but Sterling’s Premium Is JustifiedSterling trades at 27.99X forward 12-month earnings, above Granite’s 15.8X and the Zacks Construction sector average of 20.49X.
STRL vs GVA Valuation (P/E F12M)
Image Source: Zacks Investment Research
The premium is more reasonable when compared with mission-critical infrastructure peers. FIX trades at 34.51X forward earnings, meaning Sterling remains less expensive despite its rapid growth in data center and advanced manufacturing projects. EME stock also commands a higher valuation than traditional civil contractors at 23.75X because of its exposure to electrical, mechanical and mission-critical construction markets.
Granite is clearly the cheaper stock and may appeal to value-focused investors. However, its discount reflects a slower growth profile, lower margins and greater exposure to conventional public infrastructure projects. Sterling’s premium is supported by stronger earnings growth and superior backlog momentum.
Sterling Has the Stronger Estimate TrendOver the past 60 days, the Zacks Consensus Estimate for Sterling’s 2026 EPS has increased to $19.12, while the 2027 estimate has risen to $25.83. Earnings are expected to grow 75.7% in 2026 on revenue growth of 59.2%. For 2027, EPS and revenues are projected to increase 35.1% and 29.1%, respectively.
STRL EPS Estimate Revision Trend
Image Source: Zacks Investment Research
Granite’s consensus estimate has remained unchanged over the past 30 days at $6.92 for 2026 and $8.61 for 2027. Its 2026 EPS is expected to increase 14%, accompanied by revenue growth of 20.2%. For 2027, EPS is projected to grow 24.4% on an 11.1% revenue increase.
GVA’s EPS Estimate Revision Trend
Image Source: Zacks Investment Research
Sterling, therefore, holds a clear advantage in both expected growth and positive estimate revisions.
Which Stock Is the Better Buy?Granite remains a solid infrastructure stock, supported by record CAP, a growing materials platform, strategic acquisitions and an attractive valuation. It appears suitable for investors seeking moderate growth at a lower earnings multiple.
Sterling, however, offers better upside potential. Its exposure to data centers, semiconductor facilities and mission-critical projects supports significantly stronger revenue and earnings growth. Rapidly expanding backlog, margin improvement, cross-selling opportunities and upward estimate revisions further strengthen the outlook.
Sterling’s Zacks Rank #1 (Strong Buy) also compares favorably with Granite’s Zacks Rank #3 (Hold). Despite its higher valuation, Sterling’s superior earnings momentum and secular growth exposure make it the better construction stock to buy now. You can see the complete list of today’s Zacks #1 Rank stocks here.
Sezzle v 1. čtvrtletí 2026 zvýšila aktivní předplatitele o 48,4 % na 714 000 a tržby vzrostly o 29,2 % na 135,5 milionu USD. Opakované objednávky tvořily 97 % všech objednávek.
Key Takeaways SEZL grew active subscribers 48.4% to 714,000 as higher-value users became a bigger focus.Sezzle reached record purchase frequency, with repeat usage accounting for 97% of total orders.SEZL is expanding with Pay-in-5, Canada virtual card and new banking products through 2027. Sezzle Inc. (SEZL - Free Report) entered 2026 with stronger customer engagement and a clear shift toward higher-value subscribers. In the first quarter of 2026, active subscribers rose 48.4% year over year to 714,000, while the combined total of monthly on-demand users and subscribers reached 887,000, up 34.8%. Management believes this focus supports better retention and lifetime value.
The subscriber push is also changing how often customers use Sezzle. In the first quarter, average quarterly purchase frequency climbed to a record 7.1 times from 6.1 a year earlier. Active consumers increased 13.6% to 3.1 million, while transactions jumped 35.8% to 9.9 million. Repeat usage reached 97% of total orders.
These gains helped lift Gross Merchandise Volume (GMV) by 37.3% to $1.1 billion, nearly matching the holiday-driven fourth quarter. In the first quarter, revenues rose 29.2% to $135.5 million, representing 12.2% of GMV.
Marketing remains central to the subscriber growth strategy. First-quarter spending rose to $11.2 million from $5.3 million a year earlier, yet Sezzle reported a payback period of less than six months. The Earn tab logged 4.8 million visits since its launch in June 2025, and users showed a 55% higher Buy Now Pay Later (BNPL) conversion rate within 30 days after their first Earn tab activity.
The next test is whether Sezzle can turn stronger engagement into lasting customer value. Pay-in-5 is showing encouraging early demand, while the mobile plan, virtual card in Canada and enhanced long-term lending add more reasons to stay active. Sezzle is also developing deposit accounts and card products, with management expecting much of its current product roadmap to be completed and scaled by the end of 2027.
How Are Affirm & Klarna Growing Their Users?Affirm (AFRM - Free Report) is showing subscriber-style growth similar to Sezzle, helped by a wider merchant reach and frequent use of its payment products. Its expanding consumer base suggests BNPL demand remains healthy across major platforms. In the quarter ended March 2026, AFRM reported 26.8 million active consumers, up 22% year over year.
Klarna Group plc (KLAR - Free Report) is also adding users, as it broadens beyond checkout into banking, cards and longer-term financing. Its scale is much larger than Sezzle’s, but the growth pattern reflects the same push toward deeper consumer relationships. In the first quarter of 2026, KLAR reached 119 million active consumers, rising 21% year over year.
SEZL’s Price Performance, Valuation & EstimatesShares of Sezzle have outperformed in the past three months compared with the broader industry and the S&P 500 Index.
Image Source: Zacks Investment Research
From a valuation standpoint, Sezzle’s shares have a Value Score of D. In terms of forward 12-month P/E, SEZL stock is trading at 30.01X, which is at a premium to the Zacks Financial Transaction Services Market industry’s 17.27X.
Image Source: Zacks Investment Research
Sizzle’s estimate revisions reflect a positive trend. The Zacks Consensus Estimate for full-year 2026 EPS has been revised upward to $5.10 in the past month. The consensus estimate for the metric indicates a year-over-year increase of 42.06%.
Image Source: Zacks Investment Research
Sezzle currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
@Coinbase has kicked off the official migration of @Injective's $INJ token, moving the asset from its legacy Ethereum-based ERC-20 format to native chain support on the Injective mainnet. The transition, which runs from July 20 to July 22, 2026, marks the first time Coinbase will offer direct access to the sovereign Injective ecosystem.
What the Migration Means for INJ HoldersFor Coinbase users, the process is largely hands-off. Crypto Briefing reports that the exchange will automatically convert ERC-20 $INJ tokens to the native format at a 1:1 ratio with no fees charged. During the migration window, all $INJ deposits and withdrawals on Coinbase are temporarily suspended. Once complete, Coinbase will exclusively support the native version of the token, meaning settlement will route directly on Injective's chain rather than through Ethereum.
Coinbase itself confirmed the schedule on its status page, noting that users should refrain from depositing or transferring $INJ during the migration period.
Self-custody holders face a different calculus. Those holding $INJ in personal wallets and who miss the window may need to use a manual migration tool provided by Injective, and tokens remaining on the deprecated ERC-20 contract risk becoming inaccessible.
The Technology Behind the ShiftThe migration is made possible by Injective's MultiVM Token Standard (MTS), which allows unified token balances across different execution environments, including EVM and WASM, without requiring users to bridge assets between them. Injective detailed the standard in November 2025 as part of a broader architectural push supporting multiple virtual machines.
Coinbase is not the first major exchange to make this move. Kraken completed its own ERC-20 to native $INJ conversion in 2025, while Binance.US enabled native $INJ deposits and withdrawals earlier this year. The Coinbase integration is nonetheless significant given its scale as the largest US-regulated crypto exchange, and it adds another direct liquidity rail into Injective's ecosystem at a time when the chain has been expanding rapidly, including the launch of US-regulated INJ futures on Bitnomial in April 2026 and the integration of native USDC via Circle's CCTP in May 2026.
Sources:
Crypto Briefing: Injective enables native INJ deposits on Coinbase with MultiVM technology
Coinbase Status: INJ migration notice, July 14, 2026
CryptoRank: Coinbase to Support Injective (INJ) Migration Ahead of EVM Mainnet Launch
Sandisk za 12 měsíců vyskočil o více než 3 000 % na více než 1 400 USD díky prudkému růstu tržeb a marží v oblasti pamětí NAND flash. Firma navíc ve 4. fiskálním čtvrtletí očekává tržby 7,75 až 8,25 miliardy USD.
A year ago, shares of Sandisk (SNDK +3.81%) traded below $50. As of this writing, they sit above $1,400 -- a gain of more than 3,000% in 12 months, and one of the biggest runs anywhere in the market.
That figure actually understates how hot the stock has been. Shares hit a record high of $2,354.39 earlier this summer before pulling back sharply.
A move like that usually means a mania or an earnings explosion. For Sandisk, it has mostly been the second one. But this is still the memory business, and the stock's second year looks much harder to handicap than its first.
Image source: The Motley Fool.
The earnings behind the moonshot Sandisk makes NAND flash memory, the storage chips inside everything from phones to the solid-state drives that data centers run on. For years, that was a brutal boom-and-bust business. Then the artificial intelligence (AI) build-out collided with tight supply, and storage prices took off.
The company's results tell the story in three acts. In the fiscal third quarter of 2025, Sandisk generated $1.7 billion of revenue with a 22.5% gross margin. By the fiscal second quarter of 2026 (the period ended Jan. 2, 2026), revenue had grown to $3.0 billion and gross margin had climbed to 50.9%. Then, in the fiscal third quarter of 2026, revenue nearly doubled sequentially to $5.95 billion (up 251% year over year) while gross margin expanded to 78.4%.
The mix is shifting toward the best customers, too. Sandisk's data center revenue went from $197 million in the year-ago quarter to $1.5 billion in the fiscal third quarter, a more than sevenfold jump powered by demand for enterprise solid-state drives. Its bigger edge business, which supplies chips for devices like smartphones and PCs, nearly quadrupled year over year to $3.7 billion. Consumer revenue, the one soft spot, slipped 10% sequentially to $820 million.
Profits followed. The company posted fiscal third-quarter non-GAAP (adjusted) earnings per share of $23.41, compared to a small loss in the year-ago period. Through nine months of fiscal 2026, revenue has more than doubled year over year to $11.3 billion.
Even more, management guided for fiscal fourth-quarter revenue of $7.75 billion to $8.25 billion with adjusted earnings per share of $30 to $33 -- yet another step up, and a forecast the company's next report will put to the test within weeks.
"This quarter marks a fundamental inflection point for Sandisk," said CEO David Goeckeler in the company's fiscal third-quarter earnings release.
Key to that claim is what the company calls its new business model: multi-year customer agreements backed by firm financial commitments. Sandisk ended the fiscal third quarter with three such agreements signed and has added two more since.
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Priced as if the party ends After all that, the growth stock trades at only about 8 times consensus earnings-per-share estimates for the next 12 months.
A multiple that low, on growth that fast, is the market saying it doesn't believe the earnings will stick. After all, memory has always been cyclical. Prices that triple on scarcity can fall just as fast when new supply arrives or demand pauses. And the same operating leverage that turned Sandisk's margin explosion into $23 of quarterly earnings per share would work in reverse.
Investors have already had a preview. Shares are down about 40% from their record high, and memory stocks broadly sold off again last week as investors questioned how long the AI spending boom can run.
With that said, there are real differences between this cycle and past ones. Those multi-year purchase commitments are designed to smooth the boom-and-bust pattern. The company also carries essentially no debt and ended the fiscal third quarter with $3.7 billion in cash.
If the new contracts hold pricing anywhere near current levels through 2027, today's valuation would prove far too low.
So, can the run continue? Not the way it happened. The 3,000% phase came from a once-in-a-cycle collision of scarce supply and desperate demand, and the stock's 40% pullback suggests the market knows it. From here, this is a bet on whether NAND pricing and those new commitments hold up. For investors convinced they will, a small position sized for serious volatility could make sense. Personally, I'd want to see the new business model prove itself (and the market demand hold up) for another quarter or two first -- even if that means paying a higher price later for more certainty.
Apple má podle BofA před červnovými hospodářskými výsledky silný kvartál; investoři se zaměří na hrubou marži, náklady a odchod Tima Cooka z funkce CEO.
BofA Securities analyst Wamsi Mohan reiterated a Buy rating on Apple stock with a price target of $380.
The Analyst TakeawaysApple should report a strong June quarter, Mohan writes in a new investor note.
"Overall builds are likely strong, but we are taking a conservative approach; iPhone launch cadence can change some seasonality, which we are reflecting," Mohan said.
The analyst said investor focus for the quarterly results will be on gross margins, cost inflation and the end of Cook’s run as CEO for Apple.
Mohan sees Services strength offsetting App Store weakness for the quarter.
"We model Services gross margins at 76.5% for the June quarter and then holding steady at 76% for the September and December quarters. Over time, we see the potential for Services gross margins to grow to 80% and overall company gross margins to grow to 50%."
For Apple’s iPhone segment, Mohan is conservative on future quarters and could see revenue growth declining "given the cadence of iPhone launches this year."
"Investor questions focus on sustainability on strong iPhone demand and whether the ‘supercycle’ thesis can really play out."
Mohan says AI features and an aging installed base are expected to drive iPhone demand, but investors worry about whether demand has already peaked.
Apple Stock Price ActionApple stock is down 2.5% to $325.54 on Monday versus a 52-week trading range of $201.50 to $334.98. Shares hit all-time highs last week and are up over 50% in the past 52 weeks.
Photo: Tim Cook, Shutterstock; Apple iPhone 16e, courtesy Apple
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Bank of America ponechala u Meta doporučení Buy a čeká, že silná poptávka po reklamě a monetizace AI podpoří výsledky. Pro 2Q odhaduje tržby 60,6 mld. USD a zisk 7,50 USD na akcii, nad odhadem trhu.
Meta Platforms Inc. (NASDAQ:META) stock rose nearly 1% on Monday as investors continued buying mega-cap technology stocks in a broader risk-on session. The Nasdaq is up almost 1% while the S&P 500 has gained 0.37%.
Attention is also shifting to the company’s July 29 earnings report after Bank of America said healthy advertising demand and expanding AI monetization could support upside.
Bank of America reiterated its Buy rating on Meta and maintained its $835 price forecast. The firm said improving ad demand, disciplined hiring and the potential to generate revenue from AI infrastructure could drive further upside.
Strong Advertising Trends Seen Driving BeatBank of America raised its second-quarter estimates and now expects revenue of $60.6 billion and earnings of $7.50 per share, above Wall Street expectations of $60.2 billion in revenue and $7.18 in earnings per share.
The analysts said advertising demand remained healthy during the quarter despite macroeconomic uncertainty. They also cited favorable foreign exchange trends and lower headcount following Meta’s workforce reductions as additional earnings tailwinds.
For the third quarter, the firm expects Meta to guide for revenue of $60.5 billion to $63.5 billion. It also believes the company could narrow the upper end of its full-year expense outlook because of recent layoffs, although higher memory costs could push full-year capital expenditure guidance to between $135 billion and $150 billion from the current $125 billion to $145 billion range.
AI Monetization Remains The Biggest CatalystBank of America said investor attention during the earnings call will likely center on Meta’s ability to generate returns from its massive AI investments.
The analysts highlighted several potential catalysts, including licensing Meta’s AI models, expanding Business Agent products, subscription offerings and the possibility of leasing excess AI computing capacity to third parties.
Following reports that Meta could lease computing capacity to Anthropic, the firm added $5 billion of estimated AI compute revenue for 2027 and $11 billion for 2028. Those changes increased its 2027 revenue forecast to about $316 billion and raised its 2027 earnings estimate to $35 per share.
Bank of America also expects investors to seek updates on Meta’s custom AI chips, infrastructure efficiency, AI coding tools and the roadmap for advanced large language models, saying greater visibility into AI monetization could support a higher valuation.
Valuation Still Attractive, Says BofAThe brokerage argued Meta continues to trade at an attractive valuation despite its strong performance. It estimates the stock trades at about 19 times expected 2027 GAAP earnings, below its roughly 10-year average multiple of 21 times.
Bank of America said the market still underappreciates the long-term earnings potential from AI-powered advertising improvements, new AI-driven businesses and future cost savings from Meta’s custom silicon strategy.
Earnings And Analyst OutlookMeta is scheduled to report second-quarter results on July 29.
Wall Street expects earnings of $7.18 per share, up from $7.14 a year earlier, on revenue of $60.22 billion, compared with $47.52 billion last year.
The stock carries a consensus Buy rating with an average analyst price forecast of $809.76. Recent analyst actions include:
Wedbush maintained Neutral with a $671 price forecast on July 16. UBS maintained Buy and lowered its price forecast to $766 on July 13. Citizens maintained Market Outperform and lowered its price forecast to $800 on July 10. META Stock Price Activity: Meta Platforms shares were up 0.92% at $651.98 at the time of publication on Monday, according to Benzinga Pro data.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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On CNBC’s Fast Money segment titled “A Big Tech Pullback… And Time to Sell Tesla? 7/17/26,” the panel spent much of the block picking apart why the Elon Musk premium built into Tesla’s (NASDAQ: TSLA | TSLA Price Prediction) stock is thinning out just days before the company reports Q2 results on July 22.
The Panel’s Case: Fundamentals Unclear, Technicals Weakening The host framed the setup by saying “the fundamental marginal catalyst is still very unknown” and that “the technicals are frankly the more interesting way to look at the stock right here.”
One trader argued Tesla had been trading as a cheaper listed proxy for SpaceX, a trade that is now unwinding: “people are thinking maybe I just buy SpaceX… they’re not buying a proxy.” Another panelist added that “the magic of Elon too is starting to dissipate” as robotaxi and humanoid robot milestones keep slipping.
The financials give that view something to lean on.
Tesla’s full-year 2025 net income fell nearly 47% to $3.79 billion, while vehicle deliveries declined 9% year over year. Fourth-quarter deliveries dropped 16% from a year earlier to 418,227 units.
Jim Cramer highlighted the deteriorating earnings trend, noting that Tesla’s EPS peaked at $4.07 in 2022 before declining 23% in 2023, 22% in 2024, and another 31% in 2025. The first quarter of 2026 provided some relief, with revenue rising 15.8% year over year to $22.39 billion and automotive gross margin recovering to 21.1%, helped in part by one-time warranty and tariff benefits disclosed in the company’s 8-K.
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Options Desks Are Bearish CNBC options analyst Mike Khouw estimated that the day’s options activity translated into roughly $550 million of net short delta exposure in Tesla shares. The options market was pricing in an implied move of about 7% in either direction through earnings, with call and put positioning roughly balanced overall—a setup Khouw described as “slightly more bearish than usual.”
One notable trade was the September 400/300 put spread, which traded roughly 6,000 contracts at about $35 per spread. The options chain also reflected a defensive tilt. For the September 18 expiry, put volume totaled 61,128 versus 19,591calls, producing a 3.12 put/call volume ratio.
Enter Rivian’s R2 as a Direct Model Y Rival The panel also flagged a competitive wrinkle Tesla has largely avoided: a credible mass-market EV competitor. Rivian (NASDAQ: RIVN) is beginning external R2 deliveries of a mid-size SUV positioned squarely against the Model 3 and Model Y.
Q1 revenue rose to $1.381 billion, up 11% YoY, with deliveries of 10,365 vehicles, up 20%. Rivian reaffirmed 2026 delivery guidance of 62,000–67,000 vehicles and ended the quarter with $4.83 billion in cash, cash equivalents, and short-term investments. The company also has access to a DOE loan of up to $4.5 billion for its Georgia plant and an Uber partnership that includes up to $1.25 billion of investment through 2031, supporting deployment of up to 50,000 autonomous R2 robotaxis.
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Alphabet čeká jednorázový účetní zisk z přecenění podílu v Anthropic, který by mohl zvýšit EPS až na 8,38 USD. Trh bude sledovat hlavně růst Google Cloud a vývoj backlogu.
Investors are watching Alphabet (NASDAQ:GOOG | GOOG Price Prediction) ahead of its Q2 2026 results due Wednesday, July 22, after the bell. With shares near $355 and Anthropic’s valuation exploding, this report could scramble how investors read the numbers.
An Anthropic Windfall Waiting to Land Last quarter set a high bar. Alphabet posted an EPS beat of 94.1%, with $5.11 versus $2.63 expected, while revenue climbed 21.79% YoY to $109.9 billion. Google Cloud grew 63% to $20 billion, and backlog nearly doubled to $462 billion.
Since then, the story has taken an even bigger turn. Alphabet holds roughly 14% of Anthropic, a stake worth approximately $135 billion at Anthropic’s latest $965 billion valuation. At the end of Q1, Anthropic was marked at $380 billion. Bank of America estimates the markup will drive roughly $80 billion in unrealized gains this quarter, prompting the firm to forecast EPS of $8.38, well above the Street.
Consensus Estimates Metric Consensus Growth (YoY) Q2 2026 Revenue ~21% Q2 2026 EPS ~32% Q2 2025 Revenue (baseline) $96.43B Q2 2025 EPS (baseline) $2.31 BofA Q2 2026 EPS (Anthropic-boosted) $8.38 Look Past the Anthropic Mark to the Real Business I’ll be reading right past the headline EPS. A markup this large is a one-off accounting event, and investors still need to treat it that way, since it otherwise won’t give a clear picture of how the underlying business is performing. The real signal sits in Google Cloud, where Anthropic is a major TPU customer.
You should watch three things. First, cloud growth. Last quarter’s 63% YoY print came with CFO Anat Ashkenazi admitting “our cloud revenue would have been higher if we were able to meet the demand”. Any acceleration off the $20 billion base tells you TPU capacity is catching up.
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Second, backlog. The $462 billion cloud backlog nearly doubled QoQ, and management expects just over 50% to convert to revenue within 24 months. Another leap would confirm the AI infrastructure thesis.
Third, capex discipline. Alphabet already raised 2026 capex to $180 to $190 billion and flagged 2027 will “significantly increase”. Free cash flow fell 46.63% YoY in Q1. Another downdraft could pressure the stock even with a blowout headline.
Search matters too. AI Overviews drove 19% Search growth last quarter, and any deceleration would revive competitive fears.
A Print That Needs a Translator This quarter will hand Alphabet a spectacular headline number thanks to Anthropic, and a possible October Anthropic IPO could push the valuation higher still. But the market has already seen this movie. Prediction markets assign a 97.4% probability of a beat. What will actually move the stock is whether cloud growth reaccelerates and capex stays productive. That is the report inside the report.
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Alphabet očekává, že růst ve 2. čtvrtletí potáhnou Search a Google Cloud. Objem nevyřízených zakázek v cloudu přesáhl 460 mld. USD a placená předplatná dosáhla zhruba 350 milionů.
Key Takeaways Alphabet's Q2 growth is expected to be led by Search advertising and Google Cloud momentum.AI Overviews, AI Mode and Gemini are boosting search activity, ad relevance and paid-click growth.Cloud demand, a $460B-plus backlog and roughly 350M paid subscriptions support revenue visibility. Alphabet’s (GOOGL - Free Report) second-quarter 2026 results, scheduled to be released on July 22, are expected to have benefited from solid momentum in Search and Cloud businesses. The momentum in Search is expected to have driven advertising revenues in the to-be-reported quarter. The Cloud business is riding on strong demand for AI infrastructure and an expanding clientele.
The Zacks Consensus Estimate for Google’s advertising revenues is currently pegged at $81.68 billion, suggesting 14.5% growth from the figure reported in the year-ago quarter. The consensus mark for Google Cloud revenues is currently pegged at $22.79 billion, indicating 67.3% growth from the figure reported in the year-ago quarter.
Alphabet has an impressive earnings surprise history. GOOGL’s earnings outpaced the Zacks Consensus Estimate in all the trailing four quarters, the average surprise being 34.43%.
Click here to know how Alphabet’s overall second-quarter 2026 results are likely to be.
GOOGL’s AI Push Aids Search & Cloud BusinessesGOOGL’s Search business is benefiting from AI infusion. Alphabet is leading the search domain with 91.27% market share, followed by Microsoft’s (MSFT - Free Report) Bing, with 4.68% share, Yahoo!’s 1.28%, Yandex’s 0.79%, DuckDuckGo’s 0.65% and Baidu’s 0.43%, per the latest data from StatCounter.
Alphabet’s Search business is expected to remain the biggest contributor to second-quarter growth. GOOGL highlighted that AI Overviews and AI Mode are increasing user engagement, with users searching more frequently and queries reaching all-time highs. Gemini’s improved understanding of longer and more complex queries is also enabling Google to serve more relevant advertisements, improving advertiser ROI and supporting paid-click growth. The Zacks Consensus Estimate for Search and other revenues is currently pegged at $63.54 billion, suggesting 17.3% growth over the figure reported in the year-ago quarter.
Meanwhile, Google Cloud is expected to have remained a major growth engine in the to-be-reported quarter. Google Cloud has solidified its position as the third-largest provider in the highly competitive cloud infrastructure market against the likes of Microsoft Azure and Amazon’s (AMZN - Free Report) Amazon Web Services. According to Synergy Research Group data, Google Cloud, along with Microsoft, is gaining market share, while Amazon continues to lead with a 28% market share in the first quarter of 2026. Alphabet and Microsoft had 21% and 14% market share, respectively.
Alphabet’s management has noted that enterprise AI solutions have become Cloud's largest growth driver, supported by strong demand for Gemini models, AI infrastructure and security offerings. In the first quarter of 2026, customer acquisition doubled year over year, large enterprise deals accelerated, and the Cloud backlog expanded to more than $460 billion, providing strong revenue visibility into coming quarters.
GOOGL Benefits from Subscription GrowthAlphabet’s subscription business is expected to have contributed meaningfully to the second quarter of 2026. The company reported its strongest-ever quarter for consumer AI plans, driven primarily by Gemini app adoption in the first quarter of 2026. Total paid subscriptions reached roughly 350 million, with Google One and YouTube remaining key contributors, providing a growing stream of recurring revenue.
YouTube is expected to have remained a solid contributor through continued strength in direct-response advertising, Shorts engagement, Connected TV viewing and subscription growth. AI-powered recommendation systems, creator matching and advertising tools are expected to have improved monetization in the to-be-reported quarter.
Amazon je podle článku podhodnocený a těží z 28% meziročního růstu AWS v 1. čtvrtletí 2026, což odpovídá anualizovanému vyjádření 150 miliard USD. Trh ale dál řeší rekordní capex a tlak na volný peněžní tok.
At $254.96, Amazon (NASDAQ:AMZN | AMZN Price Prediction) screens as undervalued. The stock has recovered 10.46% year to date while Wall Street debates whether $200 billion in annual capex is genius or lunacy. The fundamentals say genius.
Amazon runs the largest cloud infrastructure business on the planet, the largest online marketplace in the West, a $70 billion advertising engine, and a custom silicon operation that management says would generate a $50 billion run rate if sold standalone. AWS delivered 28% year-over-year growth in Q1 2026, the fastest pace in 15 quarters, on a $150 billion annualized base. The market prices this like a mature retailer, while the underlying business mix is a growth compounder.
Why Amazon Looks Cheap for What It Actually Is Custom silicon arbitrage: Trainium delivers about 30% better price performance than comparable GPUs, Trainium3 is nearly fully subscribed, and Amazon holds over $225 billion in Trainium revenue commitments. Jassy said at scale the program will deliver “tens of billions of dollars of CapEx” in savings each year plus several hundred basis points of margin advantage. Amazon is renting NVIDIA capacity to customers while stacking its own zero-marginal-cost silicon underneath.
Capex land grab: Prediction markets assign a 96.7% probability that 2026 capex clears $190 billion. That spend locks in multi-gigawatt commitments from OpenAI (2 GW of Trainium), Anthropic (up to 5 GW), and Meta. AWS backlog stands at $364 billion, excluding Anthropic’s $100 billion deal.
Bedrock as enterprise nervous system: It serves over 125,000 customers, nearly 80% of the Fortune 100, and processed more tokens in Q1 than all prior years combined. Customer spend grew 170% quarter over quarter.
The Bear Case: Cash Flow Is Cratering Trailing free cash flow collapsed 95% to $1.2 billion. Long-term debt jumped to $119.1 billion from $65.6 billion, and Amazon is tapping the bond market for at least $25 billion more. AWS operating margin compressed to 37.7% from 39.5%. Q1 net income was flattered by $16.8 billion in non-recurring Anthropic gains.
The Hold Case: Wait for the Capex Curve to Bend Amazon’s capex will not peak in 2026. Data-center leases take six to 24 months to monetize, and depreciation is front-loaded against ramping revenue. A patient investor could wait for the free cash flow inflection in 2027. The stock trades at a forward P/E of 29, not screamingly cheap, and one-year performance of 12.64% lags the S&P 500’s 21.32%.
What the Numbers Actually Say Amazon trades at $254.96 against an analyst consensus target of $314.27, implying roughly 23% upside. Coverage is deep with 66 analysts: 15 Strong Buy, 47 Buy, 4 Hold, and zero Sell ratings. Year to date AMZN is up 10.46% against the S&P 500’s 10.69%, matching the index despite the heaviest capex load in the sector.
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The trailing P/E of 29 sits near a decade low. Jefferies named Amazon its top hyperscaler pick with a $320 target.
The Setup: A Rare Configuration at a Reasonable Multiple At $254.96, Amazon looks mispriced relative to its growth profile.
The path to appreciation is mechanical. AWS is compounding 28% on a $150 billion base, Trainium demand is contractually locked through Trainium4 in 2027, and Bedrock is the default AI stack for 80% of the Fortune 100. That combination usually commands a premium multiple. Amazon currently trades at a discount to peers with slower growth profiles.
A P/E of 29 on a business growing operating income 29.6% with a $364 billion visible backlog is asymmetric. Downside is bounded by prediction-market conviction that shares hold the $240 to $245 range with better than 90% probability, while the consensus target implies 23% upside.
What invalidates the thesis: an AWS deceleration below 20%, margin compression through 35%, or evidence that Trainium bookings are slipping. None of that is currently visible.
Amazon is spending like a monopolist because it is building one, and the market is still pricing it like a retailer.
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Protestující narušili klimatickou akci Microsoftu a kritizovali jeho používání fosilních zdrojů energie k napájení AI datových center i jeho klimatické cíle. Firma zároveň uvedla, že její uhlíková stopa loni vzrostla o 25 %.
by Lisa Stiffler on Jul 20, 2026 at 10:35 amJuly 20, 2026 at 10:41 am
Melanie Nakagawa, Microsoft chief sustainability officer, left, speaking with GeekWire reporter Lisa Stiffler at a fireside chat at Seattle City Hall on July 17. (PNW Climate Week / Fer Sagastume Photo) Microsoft Chief Sustainability Officer Melanie Nakagawa faced a barrage of pointed questions from the audience Friday during a session at the annual Pacific Northwest Climate Week in Seattle.
Protesters challenged Nakagawa through most of the 30-minute session held in a conference room at Seattle’s City Hall, calling out the company’s use of fossil fuel energy sources to power its AI data centers and challenging Microsoft’s commitment to climate goals set years ago.
As a reporter covering sustainability issues for GeekWire, I moderated the session. Many of the issues raised by the crowd were on my list of questions for Nakagawa. The disruptions also included chants from protesters seated among attendees, at times going beyond climate issues to condemn Microsoft’s technology deals with Israel.
Security guards ultimately ushered some protesters out of the space, while others remained. Interruptions from the audience continued for all but the final 10 minutes of the session.
The event capped off Pacific Northwest Climate Week, which included conversations around the city and region about climate change solutions, policies and innovations.
Microsoft has for many years been viewed as an environmental corporate leader, setting an ambitious goal in 2020 to become carbon negative within a decade. It created an internal carbon tax — one of the corporate world’s largest — that charges individual Microsoft divisions for emissions from sources like air travel to fund climate-friendly initiatives. The company is credited with helping create and sustain the carbon dioxide removal sector, among other roles.
But the rapid expansion of AI data centers and their huge energy demands are undercutting Microsoft’s standing. The company recently released its annual sustainability report, disclosing that its carbon footprint grew 25% last year, moving it further from its 2030 target.
Microsoft CSO Melanie Nakagawa, left, and GeekWire reporter Lisa Stiffler before a fireside chat was derailed by protesters. (PNW Climate Week / Fer Sagastume Photo) One protester’s question was about a deal announced earlier this year in which Microsoft is partnering with Chevron to build a 2.7 gigawatt natural gas facility to power a data center campus in Texas. I asked Nakagawa how the company defends the agreement, and she pointed to the 4.7 gigawatts of renewable energy that Microsoft has supported in the state. I followed up by asking about the Redmond, Wash.-based company’s commitment to carbon dioxide removal (CDR) projects given recent reports about a pause on new deals.
Nakagawa was unable to answer before the crowd drowned her out with a call-and-response chant: “Microsoft, you can’t hide. We can see your dirty side.”
Another protester criticized the escalating pursuit of AI. “You’re selling us a product that we don’t even need, and we never should ask for,” he said. “No one wants AI. You’re destroying the climate with AI.”
I brought up legislation proposed earlier this year in Washington to mandate clean energy use and bring transparency to data center impacts in the state. Microsoft opposed and helped defeat the bill, though the company says it wants to work with lawmakers to pass rules next year. I asked what needed to change in the legislation for Microsoft to support it.
Nakagawa didn’t provide specifics, but noted that this year, for the first time, the company shared facility-level information in its annual report on electricity and water use for data centers worldwide.
“People want to know more about the data, and we believe you can have an honest and candid conversation with transparency and access to that information and data,” she said.
Given the obvious public concerns, I asked Nakagawa, “Do you really honestly believe that by 2030, the company can hit that carbon-negative goal?”
Nakagawa pointed to wide-ranging initiatives that are starting to help curb specific emissions, including investments to make Xbox devices lower carbon and financial support for the recent opening of a production plant in Moses Lake, Wash., for sustainable aviation fuel company Twelve.
“There are a couple areas where we’re seeing a lot of promising progress,” she said. “Look, this is going to be a hard target. We’ve not been at all shying away from the fact that this is a difficult goal.”
Morningstar tvrdí, že Microsoft je podhodnocený, protože trh podle něj podceňuje dlouhodobý růst cash flow díky silnému volnému cash flow a cloudu. Azure roste téměř o 30 % a generuje zhruba 75 miliard USD ročních tržeb.
MSFT stock is moving. See the chart and price action here. Valuation CaseThe valuation argument reflects both durability and margin expansion. Microsoft still trades at a premium, with a forward price-to-earnings ratio of 20.284, according to Benzinga Pro.
Morningstar believes the market underestimates long-term cash flow growth, supported by strong free cash flow, consistent double-digit revenue gains and rising operating leverage. A growing mix of subscription and cloud revenue improves earnings quality and reduces volatility.
Cloud and AI LeadershipCloud and AI remain central to the thesis. Microsoft stands among a small group of hyperscale providers offering broad platform and infrastructure services.
Its investment in OpenAI strengthens its role in enterprise AI adoption. This positioning supports long-term demand across industries adopting automation and data-driven tools.
Azure as the Core EngineAzure drives much of Microsoft’s growth. The platform generates roughly $75 billion in annual revenue and continues expanding at nearly 30%. Its hybrid cloud model allows companies to shift workloads gradually while maintaining existing systems. The flexibility lowers adoption friction and strengthens customer retention over time.
Ecosystem AdvantageMicrosoft’s installed base across Windows, Office and enterprise tools creates a powerful funnel into Azure. Customers can move data and applications seamlessly into the cloud within the same ecosystem. This structure increases switching costs and deepens customer relationships as Azure also serves as a foundation for AI, analytics and Internet of Things workloads.
The company’s transition to cloud-based software is largely complete. Office 365, LinkedIn, Dynamics 365, and the Power Platform now run on subscription models. Office maintains dominance in productivity software, while premium tiers increase revenue per user. Gaming is also shifting toward cloud delivery and recurring revenue streams.
Key RisksThe Bottom LineMorningstar’s thesis depends on sustained execution. Continued leadership in cloud and AI, combined with expanding margins, supports the view that Microsoft trades more like a value opportunity than a fully priced growth stock.
MSFT Stock Price Activity: Microsoft stock was up 2.08% at $402.00 at the time of publication Monday, according to data from Benzinga Pro.
Over the past month, MSFT has gained about 7.0% versus a 0.5% decline in the S&P 500 and is down roughly 17% year-to-date compared to the index’s 8.5% gain.
Photo: Sudarsan Thobias / Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Nokia oznámí hospodářské výsledky za 2. čtvrtletí 23. července; trh čeká tržby 5,59 mld. USD a EPS 7 centů. Firma zároveň rozšiřuje aktivity v oblasti AI a získává nové zákaznické zakázky.
Key Takeaways Nokia reports Q2 2026 earnings July 23, with consensus estimates of $5.59B in sales and EPS of 7 cents.Nokia expanded AI initiatives with a networking lab, AI framework and new industry collaborations.NOK benefits from customer wins and patents, but faces competition and uneven telecom spending. Nokia Corporation (NOK - Free Report) is scheduled to report second-quarter 2026 earnings before market open on July 23. The Zacks Consensus Estimate for sales and earnings is pegged at $5.59 billion and 7 cents per share, respectively. Over the past 60 days, estimates for NOK have remained unchanged for 2026, while it has increased 4.17% to 50 cents for 2027.
NOK Estimate Trend
Image Source: Zacks Investment Research
Earnings Surprise HistoryThe leading wireless manufacturer delivered a four-quarter earnings surprise of 2.91%, on average.
Image Source: Zacks Investment Research
Earnings WhispersOur proven model does not conclusively predict an earnings beat for Nokia for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. This is not the case here. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Nokia currently has an ESP of -16.67% and carries a Zacks Rank #3.
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors Shaping the Quarterly PerformanceDuring the quarter, Nokia introduced an agentic AI framework in its Network Services Platform to enable trust-based AI operations for IP networks, helping service providers improve automation, decision-making, and network efficiency while ensuring secure and reliable network management.
NOK also launched its AI Networking Innovation Lab in Sunnyvale, CA. The facility is designed to accelerate the development, testing and validation of next-generation AI-native data center networking technologies through collaboration with leading AI and cloud ecosystem partners. It has announced a major expansion of advanced semiconductor testing and packaging operations in Pennsylvania, to strengthen U.S. chip capabilities and support rising demand from AI applications and next-generation computing technologies. Such efforts to gain prominence in expanding the AI ecosystem will likely have a positive impact on upcoming results.
In the quarter under review, Virgin Media O2, a leading British telecom company, has opted to leverage Nokia’s AirScale RAN portfolio for 5G Radio Access Network (RAN) deployment and modernization program across the UK. Nokia and Cinia partnered to strengthen Finland’s critical infrastructure with advanced DDoS protection. The collaboration aims to enhance network security, ensure service continuity and safeguard essential digital systems against rising cyber threats across the country. It has also formed a strategic collaboration with Blaize Holdings, Inc. and PT Datacomm to accelerate the deployment of hybrid AI inference infrastructure across Indonesia and the broader Asia-Pacific region. Such growing collaboration with industry leaders and customer wins will likely have a positive impact in upcoming quarters.
The company faces competition in each of its served markets. In the AI data center market, it faces competition from Arista Networks, Inc. (ANET - Free Report) , while Ericsson (ERIC - Free Report) remains a major rival in the legacy telecom space.
Price PerformanceOver the past year, Nokia has surged 113.1% compared with the industry’s growth of 26.4%, outperforming its peers, ANET and ERIC. While Arista has gained 51.1%, Ericsson has soared 31.5% over this period.
Image Source: Zacks Investment Research
Key Valuation MetricFrom a valuation standpoint, Nokia appears to be relatively premium than the industry but above its mean. Going by the price/earnings ratio, the company’s shares currently trade at 22.15 forward sales, higher than 18.91 for the industry and higher than the stock’s mean of 17.81.
Image Source: Zacks Investment Research
Investment ConsiderationNokia is benefiting from growing demand across software, enterprise and cloud-oriented networking markets. The company remains positioned to benefit from passive optical networking deployments and is the only global supplier offering O-RAN with commercial 5G Cloud-RAN networks.
Rapid expansion into the AI infrastructure market is a positive. Its newly launched AI innovation lab is also gaining strong traction. The lab already includes partnerships with major players such as AMD, Lenovo, Viavi, Keysight and Supermicro. Such growing collaboration with industry leaders is expected to drive the adoption of NOK data center switches and increase its overall AI-related revenue opportunity.
Nokia is also embedding AI directly into the operation of broadband networks. The company is introducing AI agents across its Altiplano, Corteca and Broadband Easy platforms, enabling telecom operators to automate network planning, deployment, troubleshooting and customer support. Such initiatives are expected to boost its competitive edge.
Nokia owns approximately 20,000 patents, including around 7,000 patents essential to 5G technologies. Its 5G portfolio continues to gain traction among enterprise customers, supporting recurring opportunities beyond traditional carrier spending cycles. However, Nokia remains exposed to the cyclical nature of telecommunications infrastructure spending. Periods of elevated network investment are frequently followed by slower spending environments, creating variability in revenue growth.
Despite growing AI-related revenues, gaining a leadership position in the AI networking domain remains an uphill task for Nokia due to the presence of strong players such as Arista and HPE. Nokia also generates substantial revenue across international markets and remains exposed to economic slowdowns, political uncertainty, regulatory changes and geopolitical disruptions.
End NoteNokia remains positioned to benefit from increasing demand for next-generation connectivity, given the breadth of its end-to-end portfolio. Growing collaboration with industry leaders and customer wins are positive factors. A comprehensive patent portfolio will likely propel further customer acquisition. However, stiff competition, softness in the mobile infrastructure market and fluctuating spending patterns by telecom players are headwinds. Geopolitical unrest and forex volatility are concerning. Hence, with a Zacks Rank 3 (Hold), Nokia is treading in the middle of the road, and new investors should remain cautious. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Jim Cramer řekl, že Alibaba je „stále nejlepší způsob, jak hrát Čínu“, a doporučil držet pozici. Akcie v pondělí otevřely na 114,97 USD a intradenně vyskočily o 5,71 %; letos jsou dole zhruba 17,51 %.
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On the July 16, 2026 episode of Mad Money, a caller identified as D phoned in about his sizable Alibaba (NYSE:BABA | BABA Price Prediction) position and asked Jim Cramer whether patience was still the right call. Cramer’s response was to hold the position and let the investment cycle play out.
Cramer told D, “I think you need to have patience here. I think it’s just down on a dip. It’s really still the best way to play China.“ He then framed his own geopolitical stance, saying, “I am a harder line on the Chinese than most people you see on air. But you know what? I want to try to help people make money, and I think you can make money on Alibaba.“ Cramer also referenced China’s GDP growth figures as “down 20% and 4.4%” during the segment.
Alibaba Is Sacrificing Profits to Build Its AI Future Alibaba, run by CEO Eddie Wu, is in a deliberate reinvestment phase. Fiscal Q4 2026, reported May 13, 2026, showed revenue of $35.28 billion, up 3% YoY, with EPS of $0.09 and an operating loss of $123 million. Adjusted EBITA collapsed 84% to $740 million as the company poured capital into AI infrastructure and quick commerce. Free cash flow ran to negative $2.508 billion on capex of $3.898 billion.
Cloud Revenue Jumps 40% as Alibaba’s AI Bet Takes Off The bright spot was the business’s cloud unit. Cloud Intelligence Group revenue accelerated to 40% growth, with AI-related products at 30% of external cloud revenue, hitting an 11th consecutive quarter of triple-digit AI product growth. CEO Eddie Wu said, “Alibaba’s full-stack AI investments have progressed from incubation to commercialization at scale.”
BABA opened at $114.97 on Monday, July 20, before soaring 5.71% in intraday trading. The stock is down roughly 17.51% year-to-date but up 13.50% over the past month. Wall Street’s consensus target sits at $190.01, with 8 Strong Buy and 30 Buy ratings against just 2 negative calls.
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Cramer Says Balance Alibaba With These 2 Long-Term Winners Cramer paired his Alibaba call with 2 other top long-term ideas: “If you want some long-term winners, look at something like a J&J or Wells Fargo.” Both fit the steady-compounder profile that balances a volatile China ADR.
Johnson & Johnson (NYSE:JNJ) posted Q1 2026 revenue of $24.06B, up 9.9% YoY, and raised FY guidance to $100.3B-$101.3B in revenue with adjusted EPS of $11.45-$11.65. It just delivered its 64th consecutive year of dividend increases. Shares are up 23.63% YTD and carry a beta of 0.235.
Wells Fargo (NYSE:WFC), under CEO Charlie Scharf, reported Q1 2026 revenue of $21.45B and EPS of $1.60, returned $5.4B to shareholders including dividends, and now targets ROTCE of 17-18% after the Fed’s asset cap was removed in 2025. It trades at a forward P/E of just 12.
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Nvidia v pondělí mírně vzrostla o 0,93 %, ale investoři čekají na výsledky velkých technologických firem kvůli signálům ohledně výdajů na AI infrastrukturu. Alphabet odstartuje výsledkovou sezónu velkých technologických firem ve středu, takže jeho výsledky budou raným ukazatelem, zda hyperscaleři zůstávají odhodláni masivně investovat do AI hardwaru.
Nvidia NVDA stock traded modestly higher on Monday, but investor attention is increasingly shifting toward the upcoming earnings season, where major technology companies are expected to provide fresh updates on artificial intelligence spending.
Shares of the AI chipmaker rose 0.93% to $204.69 on Monday, although the gain trailed the 1.8% advance in the PHLX Semiconductor Index.
Nvidia has underperformed the broader market, with the S&P 500 posting a 9% year-to-date gain against Nvidia's 8% gain.
The stock had declined 2.2% on Friday and narrowly held onto its position as the world's most valuable publicly traded company after Apple briefly overtook it by market capitalization before Nvidia regained the lead.
With Nvidia scheduled to report earnings later in the season, investors are looking to its largest customers for signals on future AI infrastructure spending.
Alphabet is set to kick off earnings for major technology companies on Wednesday, making its results an early indicator of whether hyperscalers remain committed to investing heavily in AI hardware.
AI spending outlook remains the key catalystWall Street continues to view spending plans from large technology companies as the biggest near-term catalyst for Nvidia shares.
Strong commitments to AI infrastructure could reinforce demand for Nvidia's processors, while any signs of slower capital expenditure may increase investor concerns following the recent pullback in semiconductor stocks.
KeyBanc analyst John Vinh acknowledged Nvidia's leadership position but noted that investors remain cautious about several factors affecting sentiment.
“Street sentiment on the name is mixed, while Nvidia is the clear leader in Gen ai, concerns surround delays in Vera Rubin ramp timing and increasing competitive pressures,” Vinh wrote in a research note on Sunday.
Vinh maintained an Overweight rating on Nvidia stock with a $330 price target.
Competition within the AI hardware market also continues to intensify.
Startup Etched, which develops chips designed for AI inference workloads, is reportedly preparing to quadruple its valuation to approximately $20 billion in a new funding round led by existing investor Jane Street, according to a Wall Street Journal report.
Wall Street remains constructive despite sector volatilityDespite recent volatility across semiconductor stocks, several Wall Street firms continue to express confidence in Nvidia's long-term outlook.
Oppenheimer included Nvidia and Lam Research among the largest companies featured in its latest "best of the best" momentum screen.
The firm's proprietary Momentum Overlay scoring system ranks stocks based on risk-adjusted returns over six-, nine-, and 12-month periods while excluding the most recent month.
According to Oppenheimer, companies included in the screen carry Outperform ratings and Buy trend assessments.
Morgan Stanley also described the recent semiconductor selloff as an attractive buying opportunity.
According to a CNBC report, Morgan Stanley analyst Joseph Moore said the firm's preferred AI investments remain compute-focused companies such as Nvidia and Broadcom.
While maintaining its preference for AI compute leaders, Moore also said memory stocks have become increasingly attractive following the recent correction, describing them as a “compelling entry point.”
The upcoming earnings season is expected to provide investors with greater clarity on enterprise AI demand, capital spending plans, and whether Nvidia's largest customers remain committed to expanding their AI infrastructure investments.
Those updates could play a significant role in determining the next direction for Nvidia shares.
Visa spustila v beta verzi platformu pro stablecoiny, která firmám umožní mintovat, držet a převádět digitální dolary v jednom spravovaném prostředí. Cílí na banky, fintechy i krypto firmy.
Stablecoins were supposed to make payment networks less necessary. Visa’s new stablecoin platform, introduced Thursday (July 16), suggests a messier outcome.
The move comes on the heels of Visa’s June announcement that it had joined a 140-plus member Open Standard consortium to launch Open USD (OUSD), a dollar-backed stablecoin.
The technical act of transferring a stablecoin is relatively simple. The institutional act of operating with one is not. In a future that progresses linearly from now, stablecoins may not bypass the networks after all. They may become another product the networks package, govern and monetize.
Visa’s new Visa Stablecoin Platform (VSP), now in beta with select clients, gives financial institutions, FinTechs and crypto companies a single managed environment for minting, redeeming, holding and transferring stablecoins. The platform initially supports Open USD and includes wallet infrastructure, bank-account connectivity and institutional controls such as dual approvals, audit logs, secure passkeys and transfer allow lists.
The immediate product pitch is about simplifying stablecoin adoption. The more consequential strategic move is that Visa is positioning itself to manage the operating environment around on-chain money, even when the underlying value no longer travels through a conventional card transaction.
Blockchains provide the settlement rail. Stablecoins provide the digital asset. But neither automatically provides the permissions, workflows, reporting and interoperability that regulated businesses need. Those functions sit above the blockchain, and Visa is attempting to turn them into a managed service.
See also: Nobody Told the ERP That Blockchain Won
The Real Product Is Not the Stablecoin, It’s the Reconciliation Much of the early stablecoin market was organized around individual issuers, wallets and networks. Institutions had to choose an asset, select one or more blockchains, arrange custody or wallet infrastructure and assemble the compliance and fiat connections around them. That fragmentation created an adoption problem. The more stablecoin and blockchain options emerged, the more integration decisions an institution had to make.
Fast forward to today, and stablecoins may change how money moves without substantially changing who makes that movement usable. Stripe’s failed bid for PayPal had a similar strategic element to Visa’s VSP launch in that the acquisition, had it been successful, aimed to abstract away the infrastructure around stablecoin payments then ultimately sell the resulting capability to businesses and merchants.
A bank or FinTech can’t just go ahead and create a wallet, buy digital dollars and begin moving corporate liquidity across a blockchain. It must determine who has authority to initiate a transaction, who must approve it, which destinations are permitted, how private credentials are protected and how every action will be reconstructed for compliance teams, auditors and regulators. To do that, the bank or fintech must also connect any blockchain activity to bank accounts, treasury systems, liquidity controls and existing accounting processes.
These less glamorous requirements are becoming a potentially valuable enterprise software category.
Read more: Open USD Just Turned the Stablecoin Race Into an Ecosystem Contest
Payment Networks Can Sit Above Everyone Else’s Blockchain Rails The stablecoin debate has often been framed as a competition between legacy payment infrastructure and blockchain-based alternatives. Visa’s platform suggests the lines may be less distinct. The winning stablecoin infrastructure is likely to be the infrastructure that makes the underlying asset and blockchain least visible to the institution using them. This is also something that industry experts have separately and repeatedly stressed in conversation with PYMNTS.
Established payment companies can adopt blockchain settlement while retaining control over the customer relationship, compliance framework and operating interface. Crypto firms can gain access to institutional clients without having to recreate the global distribution and risk-management capabilities of a major network.
The result could be less disruption than recombination.
Tempo Go-To-Market Lead Dan Romero argued on an earlier episode of “From the Block,” the PYMNTS podcast hosted by CEO Karen Webster and Citi Global Head of Digital Assets, Treasury and Trade Solutions Ryan Rugg, that cryptocurrency has evolved into what he called a “barbell economy” split between speculative markets and real-world payments rails.
The survivors in digital assets, Romero said, are the businesses focused on a far less ideological problem: moving money better. Many of crypto’s most ambitious consumer experiments, from decentralized social networks to mass-market apps, never gained traction. Romero himself spent years building Farcaster, a decentralized social protocol, before concluding that much of the sector’s consumer vision “didn’t work.”
“Most of what has happened in crypto over the last decade has not really impacted the real world,” he said.
See more: Stablecoins Are Just Wildcat Banking With Better Wi-Fi
The direction of travel across the stablecoin landscape is a revealing one. Visa is not treating stablecoins merely as a faster settlement instrument or a threat to card volume. It is treating them as a new category of enterprise money that requires distribution, governance and operational tooling.
The card networks became powerful by standardizing how institutions connected to electronic payments. Stablecoins give Visa an opportunity to repeat that play at a different layer of the financial system.
Still, the PYMNTS Intelligence report “Waiting for Certainty: Why Most CFOs Are Holding Back on Crypto and Stablecoins,” the March installment of the 2026 Certainty Project, showed that most middle-market companies remain cautious about digital assets. Usage is limited, with 13% of firms using stablecoins and 5% employing other cryptocurrencies.
GE Aerospace uvedla, že její testovací letoun přeletěl Atlantik na částečný hybridně-elektrický pohon. Firma zároveň zvýšila celoroční výhled a uvedla backlog ve výši 210 miliard USD.
GE Aerospace CEO Larry Culp used a Farnborough Air Show appearance on CNBC this morning to spotlight its advanced technology and strong second-quarter results. GE Aerospace (NYSE:GE | GE Price Prediction) said its testbed aircraft flew across the Atlantic under partial hybrid electric power to reach the show, then delivered a Q2 report that put commercial services growth, engine deliveries, and aftermarket spare parts all on the same steep trajectory.
Culp framed the flight as a technology proof point. “We had the first ever high altitude hybrid electric flight crossing the Atlantic to bring that plane here. This is a first of its kind. And as you might imagine, we’re terribly excited,” he said, describing the SAAB A340 testbed program run in collaboration with Boeing (NYSE:BA), Beta Technologies, and NASA. He was careful to set realistic expectations: “Hybrid electric is a key part of that. So nothing imminent in terms of a product launch. But this is a strong proof point that hybrid electric will be part of that next generation commercial offering.“
The Numbers Behind the Headline GE Aerospace saw revenues increase 21% in the quarter, and earnings per share were up 22% year over year. Total engine deliveries were up 31% in the first half of the year, and aftermarket spare parts revenues were up over 30% in the same window. Commercial Engines & Services were up 27% to $9.73 billion, and Defense & Propulsion Technologies were up 16% to $3.44 billion. Free cash flow reached $3.03 billion.
Management lifted full-year 2026 guidance to adjusted EPS of $7.65 to $7.85, operating profit of $10.55 to $10.75 billion, and free cash flow of $8.90 to $9.20 billion.
A $210 Billion Order Book The demand signal driving those numbers is a backlog Culp put at $210 billion between new engines and aftermarket services. “Customers that we talk to are very keen to see us continue to ramp in partnership with our airframe partners,” he said. That ramp is tied directly to Boeing, whose 737 program is running at 42 per month and 787 program at 8 per month, with a Boeing commercial backlog of $695 billion. LEAP engines power the 737 MAX, and GEnx powers the 787.
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Q2 also brought LEAP engine deliveries up 24%, with recent commercial wins including a Copa Airlines agreement for up to 120 LEAP-1B engines and a Turkish Aerospace agreement for F404 engines on the HÜRJET trainer.
Durability Kits and Time on Wing Culp also updated investors on the LEAP durability kit rollout, a fix aimed at improving time on wing in hot and harsh operating environments. “Our narrowbody engine, our LEAP engine, saw a durability kit introduced last year on the Airbus version of that engine. We’ve got 40% of the fleet retrofitted already performing very well,” he said. GE has previously said the LEAP-1B durability kit is now certified, targeting roughly a 2x improvement in time on wing, with full cutover expected at the beginning of 2027.
What to Watch GE shares opened at $348.83 on Monday, July 20, up 13.55% year to date and up 34.7% over one year, against a Wall Street analyst target price of $397.86. Boeing sits at $214.03, down 1.42% year to date, a divergence that captures which side of the airframe-engine partnership has been executing at scale.
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Costco čeká, že fiskální rok 2026 uzavře se 940 sklady, oproti 914 na začátku roku. Firma dál rozšiřuje kapacitu i v zahraničí a vidí růstový prostor na 5 až 10 let.
Key Takeaways Costco expects to end fiscal 2026 with 940 warehouses, up from 914 at the year's start. Larger relocations, more parking and expanded gas stations aim to remove bottlenecks and add capacity. China, Korea, Japan and Europe support a five- to 10-year international expansion runway. Costco Wholesale Corporation (COST - Free Report) continues to expand its physical footprint at a sustained pace of warehouse openings. The company is targeting more than 30 net-new locations annually, supported by a growing real estate pipeline across domestic and international markets. For fiscal 2026, Costco expects 26 net new openings, with two previously planned warehouses shifting into fiscal 2027 rather than being canceled.
Costco began fiscal 2026 with 914 warehouses and expects to finish the year with 940. Most of the fiscal-year openings are planned in the United States, where the warehouse count is estimated to reach 648, while Canada and other international markets also contribute.
The opportunity extends beyond simply entering new markets. Costco is relocating selected high-volume warehouses into larger facilities with more parking and expanded gas stations. These investments are intended to remove operational bottlenecks and create additional selling capacity.
International expansion provides another long runway. Management sees meaningful opportunities across China, Korea, Japan, Spain, France and the United Kingdom, while Canada’s development pipeline is already mapped out for several years. Costco expects strong international expansion to continue over the next five to 10 years, suggesting its warehouse growth strategy remains broad, deliberate and far from mature.
Costco currently operates 933 warehouses, including 641 in the United States and Puerto Rico, 115 in Canada, 43 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland and New Zealand.
What the Latest Metrics Say About CostcoCostco, which competes with Dollar General Corporation (DG - Free Report) and Target Corporation (TGT - Free Report) , has seen its shares drop 6.4% over the past three months compared with the industry’s 2.5% decline. While shares of Dollar General have risen 1.3%, those of Target have jumped 5.7% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Costco's forward 12-month price-to-earnings ratio stands at 42.27, higher than the industry’s ratio of 30.85. However, the stock is trading below its 12-month median level of 44.49, indicating some moderation in valuation despite sustained investor confidence in the stock.
Costco is trading at a premium to Target (with a forward 12-month P/E ratio of 16.23) and Dollar General (16.39).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Costco’s current financial-year sales and earnings per share implies year-over-year growth of 9.6% and 13.5%, respectively. For the next fiscal year, the consensus estimate indicates a 7.8% rise in sales and 10.2% growth in earnings.
The consensus estimates for earnings per share for both the current and next fiscal year have increased by 6 cents to $20.42 and $22.50, respectively, over the past 60 days.
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Costco currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Etsy sází na agentní obchodování a partnerství s OpenAI, Microsoftem a Googlem, aby získala více návštěvnosti a zákazníků. První data ukazují vyšší engagement z agentních vyhledávacích kanálů.
Key Takeaways Etsy is using agentic commerce to drive incremental traffic, buyer discovery and high-intent engagement.Partnerships with OpenAI, Microsoft and Google are expanding Etsy's reach across agentic search channels.Etsy's buyer and seller agents aim to simplify discovery, improve decisions and reduce operational friction. Etsy, Inc. (ETSY - Free Report) is actively positioning itself at the forefront of the artificial intelligence shift by embracing agentic commerce as a potential driver of incremental traffic and buyer discovery. The marketplace has high brand awareness but has historically lacked consideration for diverse purchase occasions. To bridge this gap, the company is leaning heavily into strategic partnerships with major technology players, including OpenAI, Microsoft, and Google. Early data indicates promising growth in traffic and high-intent engagement from users arriving via agentic search channels.
A notable milestone in this initiative is Etsy’s development of an application in ChatGPT. The move aligns with the broader shift in agentic shopping toward retailer-run applications. Beyond its off-site partnerships, Etsy is also testing conversational AI features directly on its marketplace. The company has built two on-platform agents. The buyer-facing agent functions as a gift assistant designed to simplify product discovery, while the seller-facing agent brings together platform insights to help sellers make better decisions, access relevant resources and reduce operational friction.
Leveraging these advanced modeling capabilities has significantly accelerated the company's internal development cycles. Iterating on these artificial intelligence features now takes weeks rather than months. While these partnerships and features remain in their earliest stages within a rapidly evolving ecosystem, the early engagement signals validate the company's approach. By embedding these integrated experiences both on and off the platform, the marketplace aims to capture early intent and transform agentic search into a meaningful long-term discovery catalyst.
How eBay & Shopify Compare With EtsyeBay Inc. (EBAY - Free Report) is also embedding artificial intelligence deeper into its marketplace, but its strategy is centered on enhancing buyer engagement and seller productivity within its own ecosystem. eBay has introduced Agentic Search, expanded AI-powered listing tools and strengthened personalized discovery experiences, with early testing showing higher search engagement and stronger purchase behavior. Rather than focusing on external agentic commerce partnerships, eBay is using AI to reduce marketplace friction, improve listing creation and deepen engagement, positioning eBay to drive incremental growth through a more intelligent shopping experience.
Shopify Inc. (SHOP - Free Report) is arguably taking the most aggressive approach toward agentic commerce among e-commerce platforms. Shopify is enabling merchants to sell seamlessly across AI-powered channels such as ChatGPT, Microsoft Copilot and Google while advancing the Universal Commerce Protocol to support open agentic commerce. Early results are encouraging, with AI-driven traffic and orders rising sharply as merchants benefit from structured product data and unified commerce infrastructure. By positioning Shopify as the commerce backbone for AI agents, Shopify is aiming to capture long-term growth as conversational shopping becomes increasingly mainstream.
What the Latest Metrics Say About EtsyEtsy has seen its shares jump 41.5% over the past three months against the industry’s flat performance.
Image Source: Zacks Investment Research
From a valuation standpoint, Etsy's forward 12-month price-to-earnings ratio stands at 14.27, lower than the industry’s ratio of 21.92. ETSY is also trading below its 12-month median level of 20.07.
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The Zacks Consensus Estimate for Etsy's earnings per share has seen a downward revision. The consensus estimate for the current fiscal year has fallen from $5.55 to $5.41, while the estimate for the next fiscal year has declined from $6.40 to 6.29 over the past 30 days.
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Etsy currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Asymmetric warfare. A long absence. Fierce loyalty. Of course, while many associate these themes with Christopher Nolan's "The Odyssey," it could also aptly apply to the never-ending saga that is AMC and the army of "ape" traders.
AMC options surged out of the gate this morning with over 300,000 contracts traded as of writing, almost five times the 30-day average and a top 20 stock in the entire market by options volume. Flows were very bullish, with almost 100,000 calls bought, compared to 62,000 calls sold and under 10,000 puts bought, following the film record box office.
In addition to "The Odyssey" breaking records, AMC reported earnings today that beat analysts' expectations and showed double-digit revenue growth.
"America's fascinated with The Odyssey this weekend," AMC CEO Adam Aron said on CNBC's "Squawk Box" this morning. AMC theatres received 4.3 million guests globally across the weekend, Aron added.
AMC 5-day chart
Monday's rally adds to an almost four-month-long climb in AMC shares to just under 150%. That said, for bulls who've been in the stock since its heyday as a retail "meme" favorite after Covid, it's far from a coming-home party. Shares are still down 99% from its all-time high above $700 in 2021. Of course, the options market played a key role in the meme stock mania, often leading underlying shares of AMC.
More than $6 million in options premium exchanged hands Monday, with $5.5 million tied to call contracts.
The most popular options contracts by dollar amount were the 2 and 2.5-strike calls expiring Aug. 21, which were on offer for 39- and 20 cents, respectively. The most popular trade by volume was the 3-strike call with the same expiry, which needs a 34% rally to break even.
Traders willing to spend more on premium may want to watch Imax, up 37% the past year with call options showing some life today, but not nearly as busy as AMC trading.
"As a result of Covid there was a lot of experimentation but what Hollywood has learned over the last several years is people love to go to movie theaters," Aron said in the interview. "Studio after studio is turning out movie after movie designed for the big screen."
Honeywell Technologies čeká za 2. čtvrtletí zisk 1,80 USD na akcii a výnosy 4,98 miliardy USD. Firma varuje před slabostí automatizace, zpožděnými projekty a vyššími náklady.
Key Takeaways HON is expected to report lower Q2 earnings and revenues after its aerospace business spin-off.HON faces pressure from automation softness, project delays, higher costs and foreign exchange headwinds.HON sees strength in building automation, supported by data center and health care projects. Honeywell Technologies (HON - Free Report) is scheduled to release second-quarter 2026 results on July 23, before market open. The Zacks Consensus Estimate for quarterly earnings is currently pegged at $1.80 per share on revenues of $4.98 billion.
HON’s second-quarter earnings estimates have declined 60.9% over the past 60 days. The Zacks Consensus Estimate for quarterly revenues indicates a year-over-year decline of 51.9%.
It is worth noting that on June 29, 2026, Honeywell Technologies became a standalone public company following the spin-off of the Aerospace Technologies business from Honeywell International. The spin-off is likely to have weighed on its year-over-year top and-bottom-line comparison.
Image Source: Zacks Investment Research
Earnings Surprise HistoryHoneywell Technologies’ earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.7%. In the last reported quarter, it delivered an earnings surprise of 6.1%.
Earnings WhispersOur proven model does not conclusively predict an earnings beat for Honeywell Technologies this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: HON has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $1.80. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: HON presently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors to Note Ahead of Honeywell Technologies’ Q2 ResultsHoneywell Technologies’ Process Automation and Technology segment is expected to have put up a weak show in the quarter due to softness in the aftermarket business with lower refining catalyst shipments and project delays. Also, reduced customer demand in the Middle East due to ongoing geopolitical tensions is likely to have hurt the segment’s performance in the second quarter. Honeywell Technologies anticipates the Middle East conflict to have an adverse impact on sales by 1% in the second quarter. However, growth in orders across petrochemical and refining verticals in the segment bodes well.
Recovery in the Industrial Automation segment, driven by favorable project timing, is likely to augment its results. However, the divestment of its Personal Protective Equipment business is anticipated to weigh on the segment’s results.
Nevertheless, healthy demand for its products and solutions, led by increasing building projects, particularly in North America, is expected to drive the Building Automation segment’s results. Increasing order rates and capex investments in data centers and health care projects are likely to have been a tailwind as well.
Over time, HON’s performance has been adversely impacted by high costs and expenses. Higher direct and indirect material costs and investments in digital infrastructure and business restructuring activities are expected to have pushed up the company’s operating expenses, which are likely to have reflected in its margins.
Also, given HON's extensive geographic presence, its operations are subject to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt its overseas business.
HON’s Price PerformanceFollowing the spin-off of the Aerospace business, HON’s shares have inched down 1.2% compared with the Zacks Diversified Operations industry’s 3.1% decline and the S&P 500’s 0.1% growth. Shares of its key rivals like Rockwell Automation (ROK - Free Report) and Emerson Electric Co. (EMR - Free Report) are down 4.2% and 2.3%, respectively, over the same time frame.
Image Source: Zacks Investment Research
Stock ValuationHoneywell Technologies is currently trading at a forward 12-month P/E of 25.00X, a premium compared with the industry’s 15.08X. In comparison with HON’s valuation, Emerson Electric is trading cheaper, while Rockwell Automation is trading at a premium. Notably, Emerson Electric and Rockwell Automation are currently trading at 19.91X and 32.20X, respectively.
Price-to-Earnings (Forward 12 Months)
Image Source: Zacks Investment Research
Investment ThesisThe persistence of Honeywell Technologies’ near-term challenges, such as weakness in the Process Automation and Technology and Industrial Automation units along with rising costs and expenses, is limiting its near-term prospects.
Although the separation of the Aerospace business will likely provide HON with improved operational focus on the industrial automation business, the spin-off is likely to weigh on its top and-bottom-line results in the quarters ahead.
Final Take on HONHoneywell Technologies’ market leadership position, diversified product portfolio and strong dealer network provide it with a competitive advantage to leverage the long-term demand prospects in industrial markets. However, weakness in aftermarket business, project delays and rising operating expenses pose a threat to the company’s near-term catalysts.
The downward estimate revision activity in earnings and expensive valuation warrant a cautious approach for existing investors. Potential investors should consider waiting for HON’s earnings report and clearer signs of recovery before investing in the stock.
ADM je na cestě k úsporám nákladů 500 až 750 mil. USD během tří až pěti let od roku 2025. Firma zrychluje automatizaci a využití AI, aby snížila transakční náklady.
Key Takeaways Archer-Daniels-Midland is executing cost-saving initiatives across operations and customer service.ADM remains on track for $500M-$750M in cumulative cost savings over the three-to-five year period.ADM is expanding automation, AI and growth platforms to enhance efficiency and long-term returns. Archer-Daniels-Midland Company (ADM - Free Report) continues to advance multiple initiatives to improve operational efficiency and support long-term growth. The company highlighted ongoing cost-saving projects across its manufacturing operations, along with efforts to lower the cost to serve customers and strengthen organizational capabilities. The company is also investing in five growth platforms that provide a balanced mix of short-, medium- and long-term opportunities. According to management, this combination of efficiency initiatives and growth investments is expected to support a steady pace of progress in the years ahead.
The company noted that it will continue to closely monitor external factors that could influence business performance. At the same time, management remains focused on executing the cost savings program launched last year and stated that the company is on track to achieve its targeted cumulative cost savings of $500 million to $750 million over the three- to five-year period beginning in 2025.
Additionally, the company is pursuing initiatives to improve operational efficiency by targeting a meaningful reduction in transaction costs across its global operations. Management plans to achieve this through greater automation and increased use of AI to reduce manual processes, minimize errors and shorten cycle times. These initiatives also extend to supply chain management and freight and logistics networks. To sustain these technical capabilities, ADM recently established a Capability Center in India to build and maintain deep functional expertise in priority areas.
These efficiency efforts also extend to the company's supply chain management and freight and logistics networks. In addition, the company continues to invest in high-growth opportunities designed to generate long-term returns and has established a new senior innovation and growth leadership role to accelerate these initiatives across the enterprise. Overall, ADM’s disciplined execution of productivity initiatives should strengthen its competitive position, enhance operating leverage and provide a solid foundation for sustainable profitability and long-term growth.
The Zacks Rundown for ADMShares of this Zacks Rank #3 (Hold) company have gained 26.8% in the past six months compared with the industry’s growth of 18.1%.
Image Source: Zacks Investment Research
From a valuation standpoint, ADM trades at a forward price-to-earnings ratio of 17.57, higher than the industry’s average of 16.03.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ADM’s current and next fiscal year earnings implies growth of 37.3% and 6.8%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Fomento Económico Mexicano, S.A.B. de C.V. (FMX - Free Report) operates as a franchise bottler of Coca-Cola trademark beverages worldwide. FMX currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for FMX's current fiscal-year sales and earnings indicates growth of 17.3% and 131%, respectively. FMX delivered a trailing four-quarter negative earnings surprise of nearly 17%, on average.
Black Rock Coffee Bar, Inc. (BRCB - Free Report) offers classic espresso-based drinks, energy drinks, and savory and sweet items under the all-day breakfast brand. BRCB currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for BRCB’s current fiscal-year sales implies growth of 26.6% from the year-ago actuals. BRCB delivered a trailing four-quarter earnings surprise of 20.8%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name. COCO currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for COCO's current fiscal-year sales and earnings implies growth of 22.3% and 48.7%, respectively, from the year-ago actuals. COCO delivered a trailing four-quarter earnings surprise of 11.7%, on average.
Annaly Capital Management čeká za 2. čtvrtletí zisk 75 centů na akcii a čistý servisní výnos 167,7 milionu USD. Vyšší servisní výnosy mohou výsledky podpořit, ale volatilita MBS může tlačit na účetní hodnotu akcie.
Key Takeaways Annaly's Q2 earnings are estimated to be 75 cents per share, indicating a rise of 2.7% y/y.NII is projected to be $509 million, suggesting 86.3% growth from the prior-year quarter.Higher servicing income may support results, while MBS volatility could weigh on book value. Annaly Capital Management Inc. (NLY - Free Report) is scheduled to report second-quarter 2026 results on July 21, after market close. The company’s net interest income (NII) and earnings are expected to reflect year-over-year increases in the quarter to be reported.
In the last reported quarter, the mortgage real estate investment trust's earnings available for distribution per share surpassed the Zacks Consensus Estimate. The company's net interest income and net interest margin improved year over year. The year-over-year increase in book value per share was also encouraging.
Annaly has an impressive earnings surprise history. The company surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 2.07%.
Let us see how things have shaped up before the second-quarter earnings announcement.
The consensus estimate for second-quarter NII is pegged at $509 million, suggesting an 86.3% increase from the year-ago quarter's reported NII.
The Zacks Consensus Estimate for earnings has been revised upward to 75 cents over the past seven days. The estimate indicates a 2.7% increase from the year-ago quarter's actual.
Factors to Shape NLY’s Q2 PerformanceThe Federal Reserve kept interest rates unchanged in the second quarter of 2026, while noting that economic activity continued to expand at a solid pace despite elevated uncertainty and inflation remaining above its 2% target. Throughout the quarter, mortgage rates remained elevated, averaging in the mid-6% range. While refinance activity witnessed a modest pickup as rates briefly declined during parts of the quarter, purchase volume remained under pressure due to constrained housing inventory and elevated home prices.
Given this backdrop, NLY's mortgage-backed securities (MBS) portfolio is likely to have faced continued interest-rate volatility and fluctuating agency MBS spreads during the quarter. Sharp movements in U.S. Treasury yields amid changing expectations around inflation and Federal Reserve policy likely contributed to volatility in MBS valuations. This might have pressured the company's book value performance in the second quarter of 2026.
Although mortgage rates temporarily eased during parts of the quarter, they generally remained well above the levels of most outstanding mortgages, keeping refinancing incentives relatively subdued. As a result, NLY's constant prepayment rates are expected to have remained relatively contained, helping moderate premium amortization expenses and support NII. Stable prepayments, along with attractive reinvestment opportunities at higher yields, are also likely to have supported average asset yields during the second quarter.
Given manageable prepayment speeds during the second quarter, the company's mortgage servicing rights portfolio is likely to have benefited to some extent. This is anticipated to have increased NLY's servicing fees in the quarter to be reported.
The Zacks Consensus Estimate for net servicing income of $167.7 million indicates a year-over-year rise of 31.9%.
What the Zacks Model Reveals for AnnalyOur proven model predicts an earnings beat for NLY this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is exactly the case here.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Annaly has an Earnings ESP of +0.33%.
Zacks Rank: NLY currently carries a Zacks Rank of 2.
REIT Stocks to ConsiderHere are a couple of REIT stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
NETSTREIT Corp. (NTST - Free Report) is expected to release second-quarter 2026 earnings on July 22. The company has an Earnings ESP of +1.94 and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Quarterly earnings estimates for NETSTREIT have been unchanged at 34 cents per share over the past week.
Agree Realty Corporation (ADC - Free Report) is expected to release second-quarter 2026 earnings on July 30. The company has an Earnings ESP of +0.27% and a Zacks Rank #3 at present.
Quarterly earnings estimates for Agree Realty have been unchanged at $1.13 per share over the past week.
Soud nařídil společnosti Paramount Skydance do 3. srpna pozastavit akvizici Warner Bros. Discovery za 110 miliard USD. Žalobci tvrdí, že spojení by poškodilo konkurenci.
Item 1 of 3 Paramount and Warner Bros logos are seen in this illustration taken December 8, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
[1/3]Paramount and Warner Bros logos are seen in this illustration taken December 8, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesRuling an early win for statesJudge sets August 3 hearing on longer pauseCosts will mount for Paramount if closing delayed past SeptemberJuly 20 (Reuters) - Paramount Skydance (PSKY.O), opens new tab must pause its $110 billion acquisition of Warner Bros. Discovery (WBD.O), opens new tab through August 3, a federal judge ruled on Monday after a California-led coalition of states argued the merger would irreparably harm competition.
U.S. District Judge Araceli Martínez-Olguín in Oakland handed an early win to the group of states including New York, Colorado and Massachusetts, saying they had made a "strong showing" that the deal would unlawfully decrease competition.
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Warner Bros. Discovery shares were down as much as 4% on Monday afternoon.
"Today’s decision is an important victory for all those who would be hurt by this merger, and I look forward to continuing to fight this case," said New York Attorney General Letitia James.
The judge will hold a hearing on August 3 on whether the deal should be delayed throughout the course of the lawsuit, which could take months to reach a final ruling.
Spokespeople for the companies did not immediately respond to requests for comment. Paramount has said the lawsuit distorts settled antitrust law, and that delaying the transaction would only harm entertainment workers who have already suffered through years of industry disruption.
STATES SUEThe lawsuit, filed in Oakland federal court, threatens to derail Paramount CEO David Ellison's bid to transform his company into a major rival of Netflix (NFLX.O), opens new tab and Disney (DIS.N), opens new tab.
California and 11 states sued on July 13, arguing the deal would create a media behemoth with the power to raise prices in film and television.
Martínez-Olguín agreed with the states that letting the deal close would likely lead to changes that are hard to undo if the merger is ultimately found to be illegal, such as job cuts and sharing of sensitive information.
The judge said the deal looks likely to violate antitrust law if it gives the combined company 27% of the market for distribution of widely-released films as the states have alleged. A final determination would come after both sides present evidence at trial.
Paramount Skydance's argument that companies like Amazon and Apple have entered the film market recently was not enough to show the merger is lawful, the judge said.
With fewer distributors, studios could find it easier to pressure theater owners for a greater share of ticket revenue, the states have alleged.
A prolonged interruption could hurt Paramount Skydance financially. For each calendar day the merger is delayed past September 30, Ellison would be on the hook to pay Warner Bros. shareholders a 25-cent-per-share “ticking fee,” or about $7 million a day, according to the merger agreement, opens new tab.
Reporting by Jody Godoy in New York and Dawn Chmielewski in Los Angeles; Editing by Andrea Ricci and Nick Zieminski
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jody Godoy reports on tech policy and antitrust enforcement, including how regulators are responding to the rise of AI. Reach her at [email protected]
KuCoin automaticky převede WELL z Moonbeam na Base, takže držitelé na burze nebudou muset tokeny ručně bridgeovat. Síť Moonbeam se má úplně vypnout 31. července 2026.
KuCoin is facilitating the migration of WELL tokens from Moonbeam to Base, giving holders on the exchange one less thing to worry about as Moonbeam prepares to shut down entirely on July 31, 2026.
The move means KuCoin users holding WELL on the Moonbeam network won’t need to manually bridge their tokens. The exchange will handle the swap internally, converting Moonbeam-based WELL to Base-native WELL through a token swap process.
Why the migration matters Moonbeam, the Polkadot-connected smart contract platform, is winding down operations entirely. The network has announced a full shutdown scheduled for July 31, 2026, which includes a one-to-one migration of its native GLMR token to Base.
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Moonwell operates as a cross-chain lending and borrowing protocol across several EVM-compatible networks, including Base, Moonbeam, Optimism, and Moonriver. With Moonbeam going dark, the protocol has been actively encouraging token holders to transfer their WELL to supported chains using built-in tools available through the Moonwell app, no external bridges required.
WELL has been upgraded to xERC20 standards specifically to enable this kind of multichain functionality.
KuCoin, which has listed WELL since June 2022 and offers a WELL/USDT trading pair, has been issuing alerts to users about withdrawing Moonbeam-based assets ahead of the shutdown.
What this means for investors WELL has been trading in a tight range between $0.0033 and $0.0037, with modest volumes that suggest most participants are watching from the sidelines.
For KuCoin users specifically, the automatic swap removes the biggest friction point. Instead of navigating bridge interfaces and managing gas tokens on multiple networks, holders can sit tight and let the exchange handle the conversion.
The July 31 deadline creates a natural forcing function. Anyone still holding WELL or other assets on Moonbeam needs to act before the network goes offline. For exchange users on KuCoin, that action is being handled for them. For self-custody holders, the clock is ticking, and Moonwell’s in-app migration tools are the path of least resistance.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
CEO Aptos Labs Avery Ching uvedl, že nové regulace v USA, zejména CLARITY Act, mohou urychlit vstup institucí do krypta. Zákony GENIUS Act a CLARITY Act mají podle něj snížit právní nejistotu.
Aptos Labs CEO Avery Ching said that digital asset regulations being discussed in the US Congress could pave the way for a significant transformation in the financial sector. According to Ching, the enactment of the CLARITY Act, in particular, could act as a major catalyst, accelerating the entry of financial institutions and large companies into the digital asset market.
Appearing on the YouTube channel “3PROTV,” Ching stated that comprehensive cryptocurrency regulations in the US would not only reduce legal uncertainties in the sector but also allow institutional investors to enter the market more securely. Ching emphasized that current regulatory efforts are critical to the long-term growth of the digital asset ecosystem.
Aptos CEO Ching stated that the GENIUS Act and CLARITY Act, currently on the US agenda, will be two fundamental legal building blocks shaping the future of the sector. According to Ching, these two bills will form the most important legal framework supporting the development of the digital asset market and contribute to the widespread adoption of blockchain-based financial applications.
Ching stated that the biggest trends that will transform financial markets in the next five years will be the digitalization of assets and the widespread adoption of artificial intelligence technologies, adding that a period is approaching where US Treasury bonds, money market funds, stocks, and other traditional financial products can be traded more efficiently as digital assets through blockchain infrastructure. This transformation is expected to reduce transaction costs, speed up clearing processes, and increase global investor access.
On the other hand, the Aptos ecosystem continues to grow with new collaborations. The Aptos (APT) blockchain network developed by the company has been selected as one of the core blockchain partners for the next-generation stablecoin project OpenUSD (OUSD). This partnership aims to strengthen OpenUSD’s technical infrastructure and expand the enterprise use cases of the Aptos network.
Experts believe that if a comprehensive regulatory framework for crypto assets is implemented in the US, the interest of banks, investment firms, and large institutional investors in the digital asset sector could significantly increase. This is expected to both accelerate the adoption of blockchain-based financial applications and support the inflow of new capital into the sector.
*This is not investment advice.
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PPL v 1. čtvrtletí 2026 snížila O&M náklady na 579 mil. USD z 598 mil. USD před rokem. Cílí na úspory ve výši 175 mil. USD v roce 2026 a EPS 1,90–1,98 USD.
Key Takeaways PPL cut first-quarter 2026 O&M expenses to $579 million from $598 million a year earlier. PPL targets $175 million in 2026 O&M savings versus 2021 to help fund its $23 billion plan. PPL expects 2026 EPS of $1.90-$1.98 and 6-8% annual EPS growth through 2029. PPL Corporation (PPL - Free Report) is benefiting from a disciplined cost management strategy that helps control operating expenses and improve efficiency. These efforts support financial stability and create greater flexibility to invest in infrastructure.
The company has steadily improved efficiency across its businesses, helping control operating and maintenance (O&M) expenses while maintaining reliable service. PPL Electric has kept O&M increases about 25% below the inflation rate over the past decade, demonstrating the benefits of its cost-control efforts.
In the first quarter of 2026, consolidated O&M expenses decreased to $579 million from $598 million in the year-ago quarter. O&M expenses also decreased across the company’s regulated operations in Kentucky and Rhode Island. However, Pennsylvania O&M expenses increased due to higher storm and power restoration costs, underscoring that weather-related events remain a risk.
The need for cost control is increasing as PPL expands its investment program. The company plans to invest $23 billion through 2029 to modernize networks and support demand growth. As per the company’s management, every $1 of O&M savings can support about $8 of capital investment without increasing customer bills. PPL achieved $170 million in annual run-rate O&M savings in 2025 and is targeting a $175-million reduction in O&M in 2026 compared with 2021.
These savings could help offset higher depreciation, interest and operating costs while supporting 2026 earnings per share (EPS) guidance of $1.90-$1.98 and 6-8% annual EPS growth through 2029. Therefore, continued O&M efficiency, combined with strong rate-base growth and regulatory recovery, could support sustained earnings growth and shareholder returns.
Efficient Cost Management Fuels Long-Term Utility GrowthUtilities that optimize operations, embrace digitalization and control spending can expand margins, fund infrastructure upgrades and keep customer rates affordable. Efficient cost management strengthens financial flexibility, enabling utilities to fund infrastructure investments, improve operations and support sustainable long-term earnings growth.
Duke Energy (DUK - Free Report) recently finalized initiatives expected to generate more than $5 billion in customer savings through utility consolidation, operational efficiencies and tax-credit monetization. These efforts can strengthen long-term earnings growth while helping maintain customer affordability.
NiSource (NI - Free Report) continues to enhance operating efficiency through its multiyear Project Apollo, which targets sustainable cost savings and streamlined operations. These initiatives can improve customer service and support long-term earnings growth.
The Zacks Rundown on PPLPPL’s Earnings EstimatesThe Zacks Consensus Estimate for 2026 and 2027 earnings per share indicates a year-over-year increase of 7.73% and 8.06%, respectively.
Image Source: Zacks Investment Research
Debt to CapitalPPL's debt-to-capital ratio currently stands at 57.40%, lower than the Zacks Utility - Electric Power industry’s 60.71%.
Image Source: Zacks Investment Research
PPL’s Stock Price PerformanceIn the past month, the company’s shares have risen 0.7% compared with the industry’s 0.9% growth.
HCA Healthcare čekají hospodářské výsledky za 2. čtvrtletí s odhadovaným EPS 7,41 USD a tržbami 19,92 miliardy USD. Vyšší náklady a kratší pobyty ale mohou ztížit překonání odhadů.
Key Takeaways HCA reports Q2 2026 results July 24, with consensus EPS of $7.41 on revenue of $19.92 billion.HCA is expected to see higher admissions and revenue per admission, supporting year-over-year growth.HCA faces pressure from higher expenses, shorter stays and fewer outpatient surgery cases. Hospital operator HCA Healthcare, Inc. (HCA - Free Report) is set to report second-quarter 2026 results on July 24, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $7.41 per shareon revenues of $19.92 billion.
The second-quarter earnings estimate has witnessed one upward revision against no movement in the opposite direction over the past 30 days. The bottom-line projection indicates year-over-year growth of 8.3%. Also, the Zacks Consensus Estimate for quarterly revenues implies a year-over-year increase of 7.1%.
Image Source: Zacks Investment Research
For 2026, the Zacks Consensus Estimate for HCA Healthcare’s revenues is pegged at $78.57 billion, implying a rise of 3.9% year over year. The consensus mark for 2026 EPS is pegged at $29.87, implying an increase of 5.9% year over year.
HCA Healthcare’s earnings beat estimates in three of the last four quarters and missed once, with the average surprise being 10.6%. This is depicted in the figure below.
Q2 Earnings Whispers for HCAOur proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That’s not the case here.
HCA has an Earnings ESP of +2.41% and a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
What’s Shaping HCA Healthcare’s Q2 Results?The Zacks Consensus Estimate for HCA Healthcare’s second-quarter equivalent admissions indicates 2.2% year-over-year growth, whereas our model estimate suggests a 1.7% jump. The consensus mark for revenue per equivalent admission signals a 2.7% rise from a year ago, while we expect 2.1% growth.
The consensus estimate for occupancy is pegged at 72.8%, up from 72% a year ago. The Zacks Consensus Estimate for equivalent patient days indicates a 1.9% year-over-year increase.
While these factors are likely to have positioned HCA Healthcare for growth from the year-ago quarter, rising expenses, lower average length of stay and outpatient surgery cases make an earnings beat uncertain.
Our model estimate for second-quarter total operating expenses indicates a 4.4% increase from a year ago, due to higher salaries & benefits, supply costs and other operating expenses. We expect supply costs to jump 3.3% in the to-be-reported quarter.
The Zacks Consensus Estimate for average length of stay indicates a 0.8% decline from the year-ago period. Moreover, both the consensus estimate and our model estimate for outpatient surgery cases imply a 0.3% fall from a year ago.
Stocks That Warrant a LookWhile an earnings beat looks uncertain for HCA Healthcare, here are some companies from the broader Medical space that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time around:
ProMIS Neurosciences, Inc. (PMN - Free Report) has an Earnings ESP of +13.30% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ProMIS’ bottom line for the to-be-reported quarter of a loss of $1.45 indicates 80% year-over-year improvement. It has witnessed one upward revision against no downward movement over the past 60 days.
Alcon Inc. (ALC - Free Report) has an Earnings ESP of +3.13% and a Zacks Rank of 2.
The Zacks Consensus Estimate for Alcon’s bottom line for the to-be-reported quarter indicates a 1.3% increase from a year ago. The company’s earnings beat estimates in three of the trailing four quarters and missed once, with an average surprise of 3.7%. The consensus estimate for ALC’s revenues is pegged at $2.77 billion, signaling a 7.3% increase.
Cardinal Health, Inc. (CAH - Free Report) has an Earnings ESP of +1.24% and a Zacks Rank of 2.
The Zacks Consensus Estimate for Cardinal Health’s bottom line for the to-be-reported quarter suggests 16.4% year-over-year growth. Its earnings beat estimates in each of the past four quarters, with an average surprise of 10.3%. CAH’s revenues for the to-be-reported quarter are pegged at $65.61 billion, a 9.1% increase from the year-ago period.
Truist Financial zvýšila plán zpětného odkupu akcií na zhruba 5 miliard USD pro rok 2026 z 2,5 miliardy USD v roce 2025. Management to označil za důkaz silné tvorby kapitálu.
• Truist Financial shares are under pressure. Why is TFC stock retreating?
Truist Financial’s diversified business model and strongly positioned franchises helped the company deliver strong quarterly results, according to RBC Capital Markets.
The Truist Financial Analyst: Analyst Gerard Cassidy maintained an Outperform rating and price target of $53.
The Truist Financial Thesis: While the company’s fee income inflected in the quarter, net interest margin (NIM) contracted, Cassidy said in the note.
Check out other analyst stock ratings.
He highlighted the following from Truist Financial’s results:
Non-interest income (NII) grew 5.9% sequentially and 17% year-on-year to $1.644 billion. NII was the primary driver of revenue growth in the quarter. NIM taxable equivalent (TE) contacted 4 basis points (bps) sequentially to 2.98%, the lowest in recent quarters, "pressured by slightly higher funding costs, lower loan spreads, and a larger balance sheet." "YoY fee growth of 17% demonstrates the growing contribution of its wholesale banking franchise and higher AUM (Assets Under Management)," the analyst wrote.
With improving credit quality, provision declined sharply from $479 million to $395 million, he added.
Truist Financial returned $1.8 billion to shareholders during the quarter, with dividends of $600 million and share buybacks of $1.2 billion, Cassidy noted. Management reaffirmed a share buyback target of around $5 billion for 2026, versus $2.5 billion in 2025, "signaling strong conviction in ongoing capital generation," he further wrote.
Outlook: Management lowered the full-year 2026 NII guidance to 1%-1.5%, from their prior projection of 2%-3%, "citing portfolio optimization of less strategic lending books, lower loan spreads, less favorable deposit mix, and an updated forward curve," Cassidy noted.
TFC Price Action: Shares of Truist Financial had declined by 2.27% to $51.31 at the time of publication on Monday.
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Strategic Thermal Labs delivers advanced liquid cooling and thermal engineering solutions for high-performance computing
, /PRNewswire/ -- Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the sale of Strategic Thermal Labs (STL), a specialist in advanced liquid-cooling technologies, to a wholly owned subsidiary of Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure.
Brown Gibbons Lang & Company (BGL), a leading independent investment bank and financial advisory firm, is pleased to announce the sale of Strategic Thermal Labs (STL), a specialist in advanced liquid-cooling technologies, to a wholly owned subsidiary of Vertiv Holdings Co. (NYSE: VRT), a global leader in critical digital infrastructure. BGL's Digital Infrastructure investment banking team served as the exclusive financial advisor to Strategic Thermal Labs. Learn more here: https://www.bglco.com/industry-coverage/infrastructure-investment-banking/digital-infrastructure-investment-banking/
Headquartered in Georgetown, Texas, STL is a thermal engineering firm specializing in direct-to-chip liquid cooling, including the design and development of high-performance cold plate solutions. The company provides deep expertise and proven capability in addressing some of the industry's most demanding chip-level density and thermal challenges across data centers, high-performance computing, and AI-driven infrastructure.
Headquartered in Westerville, Ohio, Vertiv provides power, cooling, and IT infrastructure solutions and services that support critical applications across data centers, communication networks, and commercial and industrial environments.
Transaction Details
The acquisition extends Vertiv's thermal-chain strategy by strengthening engineering capability at the interface between server-side liquid cooling and supporting infrastructure—an increasingly critical factor in high-density, liquid-cooled environments supporting AI and high-performance computing workloads. The addition of Strategic Thermal Labs supports Vertiv's broader strategy of helping customers address increasing infrastructure complexity through integrated power, thermal, controls, and lifecycle services capabilities. Strategic Thermal Labs adds proven cold-plate design, server-side liquid cooling, and high-density thermal validation expertise and engineering capability that is expected to strengthen Vertiv's ability to simulate and emulate real high-density compute conditions, optimize the interaction between the thermal chain and power train, and support customers across design, integration, commissioning, and lifecycle operations. About BGL's Digital Infrastructure Investment Banking Team
BGL's Digital Infrastructure investment banking team helps clients both create and maximize value across various sectors, including broadband, wireless, data centers & managed services, towers & wireless infrastructure, and digital infrastructure services.
To learn more about BGL's recent transactions in digital infrastructure investment, visit our Transaction page.
About Brown Gibbons Lang & Company
Brown Gibbons Lang & Company (BGL) is a leading independent investment bank and financial advisory firm focused on the global middle market. The firm advises private and public corporations and private equity groups on mergers and acquisitions, capital markets, financial restructurings, business valuations and opinions, and other strategic matters. BGL has offices in Boston, Chicago, Cleveland, Los Angeles, and New York. The firm is also a founding member of REACH Cross-Border Mergers & Acquisitions, enabling BGL to service clients in 30 countries around the world. Securities transactions are conducted through Brown, Gibbons, Lang & Company Securities, LLC, an affiliate of Brown Gibbons Lang & Company LLC and a registered broker-dealer and member of FINRA and SIPC. For more information, please visit www.bglco.com.
Tether Gold (XAUT) získal v Abu Dhabi Global Market schválení jako Accepted Spot Commodity. To otevírá cestu autorizovaným firmám nabízet služby navázané na toto tokenizované aktivum kryté zlatem.
Tether has secured recognition for its Tether Gold (XAUT) token as an Accepted Spot Commodity within the Abu Dhabi Global Market, clearing the way for authorized firms in the financial center to offer services tied to the gold-backed digital asset under ADGM’s regulatory framework, according to a Monday statement.
XAUT is a tokenized gold product issued by Tether that gives holders ownership of one fine troy ounce of physical gold per token, with the bullion stored in secure vaults, mainly in Switzerland.
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The token has a market value of nearly $2.5 billion and is issued on both the Ethereum (ERC-20) and Tron (TRC-20) blockchains, allowing investors to buy, transfer and trade gold digitally while retaining rights to allocated London Good Delivery bars.
According to the company, the approval follows close collaboration with ADGM to demonstrate its compliance standards and operational transparency.
The recognition provides a formal regulatory framework for XAUT in the financial center and further strengthens Tether’s footprint in the UAE as the country continues developing its digital asset ecosystem. Tether Gold is backed on a one-to-one basis by physical gold, with each token representing one troy fine ounce of gold from a London Good Delivery bar.
Tether said the latest approval expands on ADGM’s previous recognition of USDT and highlights the increasing adoption of tokenized real-world assets among institutional investors.
The company said it will continue working with regulators and industry partners across the Middle East to support regulated digital asset markets.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
GitLab uvedl verzi 19.2 s řízenou agentní AI pro bezpečnou automatizaci vývoje v souladu s předpisy. Ve 1. čtvrtletí tržby meziročně vzrostly o 23 % na 264,2 milionu USD a Duo Agent Platform překročila 20 milionů USD v placeném consumption run rate.
Key Takeaways GitLab 19.2 adds governed agentic AI for secure, compliant software development automation. Duo Agent Platform topped $20 million in paid consumption run rate as Q1 revenues grew 23% y/y.A top 10 U.S. bank saved 1.5 hours per task and plans to expand use of the Duo Agent Platform nearly 20-fold. Shares of GitLab (GTLB - Free Report) have declined 12.9% in the year-to-date period, underperforming the broader Zacks Computer and Technology sector's 11.9% growth. The weakness reflects cautious enterprise IT spending, slower customer expansion and intense competition from Microsoft-owned GitHub, Atlassian and other DevSecOps vendors. These factors have weighed on investor sentiment despite GitLab's continued enterprise customer growth and expanding artificial intelligence (AI) portfolio.
However, GitLab remains focused on strengthening its position in AI-powered software development. It recently launched GitLab 19.2, introducing governed agentic AI capabilities that help enterprises automate software development while maintaining security, compliance and human oversight. The release expands the GitLab Duo Agent Platform with Dependency Scanning Auto-Remediation, which automatically fixes vulnerable software dependencies, Security Review Flow, which detects complex application logic and authorization vulnerabilities, and general availability of Duo CLI and Custom Flows, enabling developers to automate multi-step workflows directly from the command line.
The latest release reflects the growing need for governed AI across enterprises. As AI coding assistants accelerate software development, organizations are increasingly facing bottlenecks in testing, security reviews, compliance and deployment. GitLab addresses these challenges by embedding governance, security and policy enforcement directly into its unified DevSecOps platform, allowing enterprises to scale AI-assisted software development without sacrificing control.
GitLab Benefits From Expanding AI PortfolioGitLab is benefiting from the rapid adoption of governed AI automation within enterprise DevSecOps environments. The company’s latest release builds on a series of AI initiatives introduced throughout 2026. Earlier this year, it expanded its agentic AI capabilities with automated security remediation, intelligent pipeline setup and delivery analytics to streamline software development and DevSecOps workflows. GitLab also broadened access to AI through GitLab Credits, flat-rate AI code reviews and more flexible consumption options, making enterprise AI adoption more accessible across the software development lifecycle.
The rapid rise of AI-generated code is creating a larger opportunity for GitLab's unified DevSecOps platform. In April 2026, platform engagement remained strong, with code pushes across paid SaaS customers increasing 49% year over year and CI pipeline growth accelerating to 38%. As enterprises face growing testing, security and governance requirements, they are increasingly turning to GitLab's platform. In the first quarter of fiscal 2027, the Duo Agent Platform generated more net new annual recurring revenues (ARR) than Duo Pro and Duo Enterprise combined achieved in any previous quarter. Revenues grew 23% year over year to $264.2 million, while the paid consumption run rate exceeded $20 million.
Enterprise customers, especially in regulated industries like banking and biotech, are demanding platform-level governance, audit trails and policy enforcement as they scale AI adoption. In the first quarter of fiscal 2027, a top 10 U.S. bank piloted the Duo Agent Platform and reported significant productivity gains, with developers saving 1.5 hours per task and plans to expand usage nearly 20-fold. CSL Behring, a global biotech leader, deepened its commitment to GTLB’s platform specifically because of its embedded AI governance capabilities.
GitLab’s Strong Q2 FY27 OutlookGitLab's expanding AI platform, growing enterprise adoption and continued product innovation position the company well for sustained top-line growth.
For the second quarter of fiscal 2027, GitLab expects revenues between $272 million and $274 million.
The Zacks Consensus Estimate for second-quarter fiscal 2027 revenues is pegged at $273.30 million, indicating year-over-year growth of 15.82%.
The consensus mark for second-quarter fiscal 2027 earnings is pegged at 18 cents per share, unchanged over the past 30 days. The figure implies a year-over-year decrease of 25%.
GTLB's Zacks Rank & Other Stocks to ConsiderCurrently, GitLab flaunts a Zacks Rank #1 (Strong Buy).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Analog Devices (ADI - Free Report) are some other top-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Analog Devices sport a Zacks Rank #1 each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 66.7% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 214.8% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of ADI have gained 38.4% in the year-to-date period. The long-term earnings growth rate for Analog Devices is pegged at 28.76%.
Společnost MP Materials ve 1. čtvrtletí 2026 zvýšila tržby o 49 % na 90,6 milionu USD a produkci NdPr o 63 %, ale náklady dál tlačí ziskovost dolů. Lynas ve 3. čtvrtletí fiskálního roku 2026 zvýšila tržby o 115 % na 265 milionů AUD a poprvé komerčně vyrábí těžké vzácné zeminy.
Key Takeaways MP Materials is favored for stronger long-term growth despite near-term cost pressures.MP's U.S. magnet expansion and government-backed projects strengthen its competitive position.Lynas has commercialized heavy rare earths and secured supply deals with pricing floors. MP Materials (MP - Free Report) and Lynas Rare Earths Limited (LYSDY - Free Report) are among the most prominent players in the global rare earth supply chain and are expected to play key roles in the West’s efforts to secure critical mineral independence and reduce reliance on Chinese supply.
Las Vegas, NV-based MP Materials is the only fully integrated rare earth producer in the United States. It has capabilities covering the entire supply chain, from mining and processing to advanced metallization and magnet manufacturing. MP has a market capitalization of $8 billion. Perth, Australia-based Lynas, valued at around $11.2 billion, engages in the exploration, development, mining, extraction and processing of rare earth minerals in Australia and Malaysia.
Rare earths are crucial to the production of high-performance magnets used in EVs, defense and high-tech applications. For investors looking to tap into the long-term growth of the rare earth sector, the key question is which stock one should bet on — MP or LYSDY. To make an informed decision, let us analyze their fundamentals, growth potential and key challenges.
The Case for MP MaterialsMP Materials owns and operates the Mountain Pass mine in California, the only large-scale rare earth mining and processing facility in North America. It also owns the Independence facility in Fort Worth, TX, where it manufactures magnetic precursor products and began producing neodymium-iron-boron (NdFeB) permanent magnets in December 2025.
The company made significant strategic progress in 2025, including a long-term agreement to supply U.S.-made recycled rare-earth magnets to Apple and a public-private partnership with the U.S. Department of War (DoW) aimed at accelerating a domestic magnet supply chain.
Backed by government incentives, the company is constructing the second domestic magnet manufacturing facility (the 10X Facility) in Northlake, TX, which will lift its total U.S. magnet capacity to 10,000 metric tons. MP is also expanding operations at the Independence facility and scaled heavy rare earth separation commissioning activities are set to begin soon at Mountain Pass.
Operationally, MP continues to scale production and downstream manufacturing capabilities. In first-quarter 2026, the company produced a record 917 metric tons of neodymium-praseodymium (NdPr), up 63% year over year, driven by higher separated-product output. Rare-earth oxide concentrate production also reached a quarterly record of 12,983 metric tons, up 6% year over year due to improved recoveries and operational efficiencies.
Total company revenues rose 49% year over year to $90.6 million in the quarter, supported by stronger performance in both the Materials and Magnetics segments. MP also recognized $42.3 million in income related to its price protection agreement with the DoW.
However, profitability remains under pressure as the company transitions toward higher-value separated rare-earth products and magnetic materials. Cost of sales increased 52% in the quarter, while SG&A expenses rose 39%. Start-up costs surged more than 500% due to magnet production and chlor-alkali facility ramp-ups, while advanced project and development expenses climbed 302%.
MP Materials reported an operating loss of $24 million in the first quarter of 2026 compared with the year-ago loss of $34.8 million. The company reported adjusted earnings of three cents per share against the year-ago quarter’s loss of 12 cents. Looking ahead, the company expects additional cost pressures as production scales. Start-up costs are also likely to increase further in the coming quarters.
The Case for LynasThe company’s operations are anchored by the high-grade Mt Weld mine in Western Australia. Material from Mt Weld is processed at facilities in Kalgoorlie and the Lynas Malaysia advanced materials plant in Kuantan. Lynas is also developing a Heavy Rare Earth (HRE) processing facility in Texas under a U.S. DoW contract.
Lynas achieved a milestone in 2025 with the production of dysprosium oxide (Dy) and terbium oxide (Tb) on the new production line at Lynas Malaysia. It marked the first commercial production of separated HRE for Lynas and also the first production outside China in decades.
Lynas reported NdPr production of 1,996 tons in the third quarter of fiscal 2026 (ended March 31, 2026), representing a 32% year-over-year increase. The company also produced eight tons of dysprosium and terbium during the quarter. In March 2026, the company produced samarium oxide, a month ahead of target. This first production of samarium oxide sets Lynas apart as a commercial producer and supplier of both light and heavy rare earths.
Samarium oxide is in high demand for use in high-performance magnets for electronics and aerospace, as well as optical, catalyst and medical applications. Lynas expects to deliver annual initial production of around 400 tons with more upside, once its additional HRE separation capacity is constructed and operational.
Revenues surged 115% to AUD 265 million ($186 million) for the third quarter of fiscal 2026, driven by higher NdPr and REO volumes and stronger NdPr pricing.
Strategically, Lynas continues to secure long-term demand visibility. In March 2026, the company announced the signing of a binding Letter of Intent to finalize a rare earth oxide supply agreement with the U.S. government. This will support the U.S. industrial base and the U.S. government’s rare earths supply-chain resilience efforts. Per the terms, around $96 million previously allocated to the construction of an HRE facility in Texas will now be used to purchase light and heavy rare earth oxide products from Lynas’ existing facilities over a four-year period. The floor price for the supply of NdPr oxide will be $110 per kg.
The company also signed two important agreements with its Japanese partners, Japan Australia Rare Earths B.V. (“JARE”), which provide firm offtake commitments, pricing floors and exposure to upside pricing. The renewal of Lynas Malaysia’s operating license for 10 years in March 2026 significantly enhances regulatory certainty compared with prior shorter-term renewals.
Having largely completed its Lynas 2025 growth plan, which expanded capacity, improved efficiency and enabled HRE production, the company is now focused on its “Towards 2030” strategy. Its two focal points are optimizing performance from the Lynas 2025 capital investments and expanding its resource and scale, boosting downstream capacity and expanding in the metal and magnet supply chain. Lynas continues to develop partnerships with metal and magnet makers to expand the metal and magnet supply chain.
How do Estimates Compare for MP & LYSDY?The Zacks Consensus Estimate for MP Materials’ fiscal 2026 earnings is pegged at 22 cents per share, indicating a turnaround performance from the loss of 24 cents in 2025. The estimate for MP Materials’ 2027 earnings is pegged at $1.04 per share, implying 373.4% year-over-year growth.
The Zacks Consensus Estimate for Lynas’ fiscal 2026 earnings (ending June 2026) is pegged at 21 cents per share, indicating a substantial increase from earnings of one cent in fiscal 2025. The fiscal 2027 estimate of 48 cents indicates 129% year-over-year growth.
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Both estimates for MP Materials’ 2026 and 2027 have been revised downward over the past 90 days. Estimates for Lynas’ fiscal 2026 have moved down in the past 90 days, while the estimates for fiscal 2027 have moved up. This is shown in the charts below.
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MP vs. LYSDY: Price Performance & ValuationOver the past three months, MP Materials stock has declined 31.2% compared with Lynas’ 19.8% fall.
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MP Materials is currently trading at a forward 12-month price-to-sales ratio of 12.54 while Lynas is trading at a lower 9.53.
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MP Materials or Lynas: Which Stock is the Better Buy?Both MP Materials and Lynas are strategically positioned to benefit from the robust long-term demand outlook for rare earths. MP continues to enhance its competitive position through government-backed initiatives, expanding magnet manufacturing capacity and greater downstream integration, all of which strengthen its long-term growth prospects. However, its ongoing investments and capacity expansion continue to weigh on costs and near-term profitability.
Lynas has executed well operationally, successfully commercializing heavy rare earth production and securing long-term supply agreements with favorable pricing mechanisms. Nevertheless, despite its operational progress, its projected earnings growth lags MP Materials, whose longer-term growth potential remains stronger despite near-term cost pressures.
MP Materials currently carries a Zacks Rank #3 (Hold), while Lynas has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Jefferies zvýšila cílovou cenu Arm na 320 USD z 290 USD díky silnější poptávce po AI pracovních zátěžích. Očekává, že tržby z AI CPU dosáhnou ve fiskálním roce 2031 18 miliard USD.
Arm Holdings PLC (NASDAQ:ARM)'s long-term growth outlook is improving as rising demand for artificial intelligence workloads drives increased need for CPUs, according to Jefferies, which raised its price target on the semiconductor designer to $320 from $290.
The company’s shares are up almost 150% so far this year, trading hands at $272 on Monday afternoon.
Jefferies wrote that Arm’s AI-related CPU opportunity has expanded following the company’s fiscal 2026 results, driven by growing demand from agentic AI applications and new customer additions including Oracle and ByteDance. The firm now expects Arm’s AI CPU revenue to reach $18 billion in fiscal 2031, above the company’s guidance of $15 billion.
The analyst firm noted that the total addressable market for CPUs could reach $200 billion by 2030, up from an earlier estimate of more than $100 billion. Jefferies expects Arm’s AI CPUs to capture at least a 15% share of that market, with Meta projected to become the company’s largest customer, followed by OpenAI, Oracle and ByteDance.
Jefferies also raised its estimates for AI CPU revenue in fiscal 2028 and fiscal 2029, forecasting $1.5 billion and $3 billion, respectively, compared with previous estimates of $1.4 billion and $2.7 billion. The firm wrote that Arm could increase production capacity through higher-cost wafer supply options, which may weigh on gross margins but help the company secure market share.
The firm highlighted data centre as another area of potential growth, with royalty revenue expected to benefit from increasing adoption of Arm-based infrastructure. Jefferies noted that Arm’s compute subsystem-based royalties have increased to $1.50 per core from $1 previously.
Jefferies also pointed to a potential AI accelerator launch from SoftBank using Arm’s design services as a potential future royalty opportunity. The firm wrote that royalties from such products could exceed $7,000 per chip given the high average selling prices of GPUs, although volumes remain difficult to predict.
The firm expects Arm’s revenue and earnings to grow at more than 40% annually through fiscal 2031, with Jefferies forecasting a five-year earnings per share compound annual growth rate of 45%. Jefferies wrote that the company’s growth visibility and exposure to AI-driven CPU demand could support outperformance relative to the broader semiconductor sector.
The revised price target is based on a fiscal 2031 price-to-earnings multiple of 29 times, with Jefferies also citing discounted cash flow analysis as support for its valuation.
Nu Holdings ve 1. čtvrtletí dosáhla rekordních výnosů kolem 5 miliard USD a čistého zisku 871 milionů USD. Zároveň její úvěrové portfolio vzrostlo o 40 % na 37,2 miliardy USD.
Key Takeaways Nu Holdings reached 135 million customers as quarterly revenues and net income hit records.Mexico posted its first profitable quarter as Nu expanded to 15 million customers in four years.NU's credit portfolio rose 40%, while delinquencies increased and risk-adjusted margins declined. Nu Holdings Ltd. (NU - Free Report) , the parent of Nubank, has built one of Latin America’s largest digital financial platforms. Its branchless model combines credit cards, deposits, loans, payments and investment products in one mobile application. The company ended the first quarter of 2026 with more than 135 million customers across Brazil, Mexico and Colombia, giving it greater consumer reach than many digital-banking rivals.
NU shares have risen about 6.3% over the past month, outperforming close fintech peers SoFi Technologies, Inc. (SOFI - Free Report) and StoneCo Ltd. (STNE - Free Report) over a comparable recent period. SoFi and StoneCo shares have gained 1.1% and roughly 3.8%, respectively. The comparison suggests that investors have responded positively to Nu’s earnings growth, improving efficiency and progress in Mexico, even as the wider fintech group has remained uneven.
However, a rising share price does not remove the risks. NU is expanding lending rapidly, investing in artificial intelligence and preparing for measured entry into the United States. Investors must balance these growth opportunities against higher provisions, credit exposure and a valuation that already assumes continued execution.
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Customer Growth Supports the Bull Case for NUNu Holdings’ scale remains its clearest advantage. The company passed 115 million customers in Brazil, 15 million in Mexico and approached 5 million in Colombia. Monthly activity remained strong at 83%, while monthly average revenue per active customer increased to around $16. These trends helped quarterly revenues reach approximately $5 billion for the first time in the first quarter of 2026.
Profitability also improved. First-quarter net income reached a record $871 million, up 41% year over year on an FX-neutral basis. NU’s reported efficiency ratio fell to 17.6%, showing that revenues continue to grow faster than operating expenses. Management expects the full-year ratio to move closer to 20% as delayed marketing, property and investment costs return during later quarters.
Mexico offers another major opportunity. Nu Holdings’ customer base has expanded from slightly more than 2 million to 15 million in four years. The operation also recorded its first quarter of IFRS profitability ahead of management’s internal plan. Mexico remains underbanked, and NU currently controls less than 1% of the profit pool it hopes to address.
AI and New Products of NU Could Lift EngagementManagement is using artificial intelligence to speed product development, improve credit decisions and lower servicing costs. Engineering output increased more than 50% year over year, while AI-based financial tools were already serving above 15 million monthly active users. Nu Holdings’ proprietary models are being used for credit-card decisions and unsecured lending, allowing the company to assess individual loan requests in under one second.
The company is also expanding into small-business banking. NU has approximately 5 million small-business customers in Brazil, many acquired by cross-selling services to existing personal-banking users. This base could support further growth in business cards, deposits, and secured and unsecured loans without large customer-acquisition spending.
Credit Expansion Creates Risk for NUNU’s credit portfolio climbed 40% to $37.2 billion, led by a 53% increase in unsecured lending. Total credit exposure, including available card limits, rose 44% to $70.7 billion. Because credit cards and unsecured loans made up 98% of new exposure, the company had to record larger expected-loss provisions.
Early-stage delinquencies increased to 5% from 4.11% at year-end, while risk-adjusted net interest margin declined to 9.5% from 10.5%. Management attributed most of the change to normal seasonality, portfolio growth and product mix rather than weakening borrowers. Still, investors should closely watch these measures because rapid unsecured lending can produce larger losses during an economic downturn.
NU’s Estimate RevisionsWhile earnings estimates for both 2026 and 2027 have been revised marginally downward over the past 60 days, the consensus mark has remained unchanged in recent times. However, these figures suggest year-over-year growth of 33.87% and 38.07%, respectively.
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Is NU Stock Fairly Valued?NU trades at approximately 13.48 times forward earnings. That is well below SoFi Technologies’ forward multiple of about 24.53 times but considerably above StoneCo’s 4.9 times. The discount to SoFi appears reasonable because SoFi operates in the competitive U.S. market and receives a higher growth premium. Nu Holdings’ premium over StoneCo reflects its larger customer platform, stronger earnings expansion and broader consumer-banking opportunity.
NU's Valuation
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NU is not an obvious bargain. StoneCo offers a much cheaper valuation, while SoFi Technologies provides exposure to U.S. lending and financial technology. Investors choosing Nu Holdings over StoneCo or SoFi are betting that its Latin American scale, Mexico expansion and credit models will continue producing above-average growth.
NU Stock Recommendation: HoldNu Holdings has a strong long-term story built around customer growth, low operating costs and a rising presence beyond Brazil. Mexico’s first profitable quarter, higher customer revenues and record net income show that the business can scale effectively. AI tools and small-business products may create additional growth, while NU’s valuation is more reasonable than SoFi Technologies’ multiple.
However, the stock’s recent 6.3% rise, growing unsecured-credit exposure and higher provisions call for patience, and NU must ensure that rapid lending growth will not weaken asset quality. It seems prudent for existing investors to retain their positions, but new buyers may wait for a better entry price.
At present, NU carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
NVR má ve 2. čtvrtletí vykázat nižší zisk i tržby, protože slabší trh s bydlením tlumí poptávku. Konsensus čeká EPS 95,80 USD a tržby 2,41 miliardy USD.
Key Takeaways NVR is expected to post lower earnings and revenues amid a softer housing market.NVR's homebuilding business is likely to have faced pressure as affordability challenges curb buyer demand.NVR is expected to see modest improvement in orders and backlog despite settlement and margin pressure. NVR, Inc. (NVR - Free Report) is expected to report lower earnings in the second quarter of 2026. Homebuilding revenues are also likely to have decreased on a year-over-year basis, given soft demand and margin headwinds.
In the last reported quarter, earnings and homebuilding revenues missed the Zacks Consensus Estimate by 13.4% and 7.9%, respectively. Also, both metrics declined on a year-over-year basis by 29% and 22%.
The company’s earnings beat the consensus mark in three of the last four quarters and missed once, the average surprise being 2.5%.
How Are Estimates Placed for NVR Stock?The Zacks Consensus Estimate for the to-be-reported quarter’s EPS has increased to $95.80 from $95.20 in the past 30 days. The estimated figure indicates a 11.74% decrease from the year-ago EPS of $108.54.
The consensus mark for revenues is pegged at $2.41 billion, indicating a decrease of 5.6% from the year-ago reported figure of $2.55 billion.
Factors Likely to Shape NVR’s Q2 ResultsNVR's second-quarter Homebuilding revenues are expected to have remained under pressure as elevated mortgage rates and higher homeownership costs are likely to have continued to limit affordability across many markets. Affordability challenges, coupled with cautious consumer sentiment, are expected to have delayed purchase decisions and moderated buyer demand during the quarter. The company is also likely to have maintained elevated sales incentives to support demand amid the challenging housing environment.
Our model predicts Homebuilding revenues (which accounted for 97.8% of total revenues in 2025) to decline 5.5% year over year to $2.41 billion in the to-be-reported quarter. For the quarter to be reported, we anticipate total settlements to decrease 6.7% to 5,107 units on a year-over-year basis.
The company's bottom line is expected to have decreased year over year in the quarter as elevated sales incentives are likely to have weighed on profitability. At the same time, higher lot, labor and building materials costs are expected to have increased construction expenses, creating additional pressure on homebuilding margins. We expect the homebuilding gross margin to be 18.3%, down 320 basis points year over year.
Our model predicts total new orders to increase slightly by 0.8% year over year to 5,421 units. The backlog is currently pegged at 10,484 units, which indicates an increase from 10,069 units reported a year ago. We expect the value of the backlog to be $4.77 billion, implying a slight increase from $4.75 billion in the corresponding year-ago quarter.
What the Zacks Model Unveils for NVROur proven model does not conclusively predict an earnings beat for NVR for the quarter to be reported. The company does not have the right combination of the two key ingredients — a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) — to increase the odds of an earnings beat.
NVR’s Earnings ESP: The company has an Earnings ESP of 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
NVR’s Zacks Rank: NVR currently carries a Zacks Rank #3 (Hold).
Stocks With the Favorable CombinationHere are some companies in the Zacks Construction sector that, according to our model, have the right combination of elements to post an earnings beat in the quarter to be reported.
Dycom Industries, Inc. (DY - Free Report) currently has an Earnings ESP of +0.47% and sports a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
With the average surprise being 25%, Dycom’s earnings beat estimates in the last four quarters. Dycom’s earnings for the to-be-reported quarter are expected to increase 39.3%.
Owens Corning (OC - Free Report) has an Earnings ESP of +1.66% and a Zacks Rank of 3 at present.
For the quarter to be reported, Owens Corning’s earnings are expected to decline 27.3%. OC’s earnings beat estimates in three of the last four quarters and missed on one occasion, the average surprise being 3.8%.
United Rentals (URI - Free Report) currently has an Earnings ESP of +1.39% and a Zacks Rank of 2.
The company’s earnings beat estimates in one of the trailing four quarters and missed on the other three occasions, the average negative surprise being 1.5%. United Rentals’ earnings for the quarter are expected to increase 11.5%.
Tempus AI koupí Personalis v akciové transakci za 1,5 miliardy USD a rozšíří tak nabídku testů pro sledování návratu rakoviny po léčbě. Akcionáři Personalis dostanou 16,25 USD za akcii.
Tempus AI (NASDAQ:TEM) will acquire Personalis (NASDAQ:PNSL) in a stock deal valued at $1.5 billion, expanding its reach in the market for tests that monitor cancer recurrence after treatment.
Personalis shareholders will receive $16.25 per share, a 6% premium to Friday's closing price and a 28% premium to the unaffected 30-day volume-weighted average price.
The deal is structured as an all-stock transaction, though Tempus has the option to pay up to 50% of the consideration in cash, with a maximum exchange ratio of 0.3356 Tempus shares for each Personalis share.
Shares of Tempus fell more than 8% Monday, while Personalis dropped 11.5%.
The acquisition builds on a partnership the companies established in November 2023, when Tempus invested in Personalis and began commercializing its NeXT Personal minimal residual disease (MRD) test.
Personalis' technology, which tracks circulating tumor DNA to detect cancer recurrence and monitor treatment response, has Medicare coverage in three indications.
"MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs," said Eric Lefkofsky, CEO of Tempus.
Personalis reported preliminary second-quarter revenue of $22.4 million, with 10,384 clinical tests delivered in the quarter, a 33% increase in volumes from the prior quarter.
The deal, approved by both companies' boards, is expected to close in late 2026 or early 2027, pending Personalis shareholder approval and regulatory clearance.
Alto Ingredients vidí celoroční prodej E15 jako klíčový dlouhodobý motor poptávky po ethanolu. Celonárodní přijetí E15 včetně Kalifornie by mohlo přidat zhruba 1 miliardu galonů poptávky.
Key Takeaways ALTO sees year-round E15 sales as a potential long-term catalyst for ethanol demand.Expanded E15 access could help absorb added low-carbon ethanol output and support industry margins.Nationwide E15 adoption, including California, could add roughly 1 billion gallons of ethanol demand. Alto Ingredients, Inc. (ALTO - Free Report) could benefit from expanding year-round E15 gasoline sales, which may become an important long-term demand catalyst for its ethanol business. While the company has been improving operations and benefiting from Section 45Z production tax credits, broader E15 adoption could strengthen domestic ethanol demand and provide a larger market for low-carbon renewable fuels. In its first-quarter 2026 earnings call, management highlighted California’s AB 30, which provides a pathway for year-round E15 sales, and noted growing momentum for similar legislation at the federal level.
Stronger demand is becoming increasingly important for ethanol producers. While production incentives encourage higher output, Alto Ingredients believes demand growth is necessary to prevent excess supply from weighing on industry margins. Management described expanded E15 access as an important complement to 45Z incentives by helping the market absorb additional low-carbon ethanol production over time while complementing demand from export markets.
The opportunity could become even more meaningful as Alto Ingredients continues improving production efficiency and operational performance. In its first-quarter earnings call, management cited industry estimates implying that nationwide year-round E15 adoption, including California, could add roughly 1 billion gallons of ethanol demand. While the pace of adoption remains dependent on policy implementation and market acceptance, broader E15 availability could represent a meaningful long-term growth catalyst for Alto Ingredients and the broader ethanol industry.
How ALTO's Ethanol Growth Story Compares With PeersGevo, Inc. (GEVO - Free Report) also sees expanding ethanol demand as an important long-term industry catalyst. In its first-quarter 2026 earnings call, Gevo said year-round E15 adoption could increase ethanol demand while highlighting growing export demand and the emergence of new low-carbon fuel markets. Gevo believes these demand drivers could support additional ethanol consumption and strengthen the growth opportunity for its low-carbon ethanol platform.
Green Plains Inc. (GPRE - Free Report) also views strong ethanol demand as an important long-term industry driver. In its first-quarter 2026 earnings call, Green Plains highlighted solid domestic and international demand, including healthy export markets, and said the structural backdrop for ethanol remains as positive as it has been in years. Green Plains believes sustained demand, combined with operational execution and its carbon strategy, supports the long-term cash-generation outlook and reinforces a constructive industry backdrop.
ALTO Stock Price Performance, Valuation & EstimatesShares of Alto Ingredients have surged 374.8% over the past year compared with the industry’s growth of 20.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, ALTO trades at a forward price-to-sales ratio of 0.45, lower than the industry’s average of 3.3.
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The Zacks Consensus Estimate for Alto Ingredients’ 2026 and 2027 earnings per share implies a year-over-year rise of 671.4% and 53.7%, respectively.
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Alto Ingredients currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Nebius v 1. čtvrtletí zvýšil tržby o 684 % meziročně a potvrdil výhled na rok 2026. C3.ai naproti tomu oznámil tržby 51,6 milionu USD a ne-GAAP čistou ztrátu 48,8 milionu USD.
Key Takeaways NBIS is expanding AI cloud capacity, products and partnerships while demand continues to exceed supply.C3.ai is restructuring operations, expanding AI adoption and improving enterprise product execution.NBIS reaffirmed its 2026 guidance, while AI faces revenue and profitability challenges Nebius Group N.V. (NBIS - Free Report) and C3.ai, Inc. (AI - Free Report) are capitalizing on the rapid adoption of AI, but they are pursuing distinct growth strategies to capture the expanding market opportunity. While Nebius is building an AI-native cloud infrastructure platform with a focus on hyperscale computing capacity, C3.ai is strengthening its enterprise AI software business through organizational changes, product enhancements and broader adoption of AI across its operations.
Both companies remain focused on expanding their AI capabilities and scaling their businesses to meet rising enterprise demand. However, their growth strategies, execution priorities and business models differ significantly, making the comparison important for investors seeking exposure to the AI sector.
Let’s evaluate their fundamentals, growth prospects, market challenges and valuations to determine which stock presents a stronger investment opportunity.
The Case for NBISNebius is rapidly expanding its AI-native hyperscaler platform by investing aggressively in capacity, products, customers and capital to strengthen its position in the AI infrastructure market. During the first quarter of 2026, the company increased its contracted power capacity from more than 2 gigawatts to more than 3.5 gigawatts and now expects to reach at least 4 gigawatts by the end of 2026. It also announced a new Pennsylvania facility that will support 1.2 gigawatts of power when fully operational. More than 75% of its contracted capacity is now owned, supporting its strategy of building a vertically integrated full-stack AI cloud platform. Management stated that the company is executing across four key pillars, capacity and scale, product and functionality, customers and demand, and capital, while remaining focused on disciplined execution across each area.
The company continues to expand beyond compute into cloud services that cover the complete AI lifecycle, including bare-metal infrastructure, multi-tenancy, inference and emerging agentic capabilities. NBIS strengthened its software and AI offerings through the acquisitions of Tavily, Eigen AI and Clarifai, which added experienced AI engineers and researchers while improving inference optimization, Token Factory capabilities and agentic search functionality. Management emphasized that these acquisitions accelerate product development, deepen customer engagement and strengthen Nebius' position as a full-stack AI cloud provider capable of serving a broader range of AI workloads.
Nebius is further reinforcing its AI leadership through an expanded partnership with NVIDIA Corporation (NVDA - Free Report) . The company achieved NVIDIA Exemplar Cloud status for GB300 training workloads, making it one of only a small number of cloud providers recognized across multiple GPU generations. Management noted that the partnership extends beyond hardware, providing differentiated GPU supply, closer collaboration on future NVIDIA platforms and deeper software integration for inference and agentic AI workloads. These initiatives strengthen Nebius' vertically integrated AI cloud platform while supporting future deployments built around NVIDIA's latest technologies.
Customer demand for Nebius' AI infrastructure remains exceptionally strong across AI-native companies, enterprises and software vendors, as well as industries including fintech, physical AI, life sciences, manufacturing, energy and pharmaceuticals. Management stated that several customers typically compete for every GPU brought online, while first-quarter pipeline generation increased 3.5 times sequentially. Demand continues to exceed available capacity, allowing the company to maintain strong pricing across GPU generations, extend contract durations, increase average contract values and receive growing customer prepayments to secure future AI capacity. The company also highlighted increasing momentum for its inference-focused Token Factory platform as AI adoption expands across enterprise and developer workloads.
Nebius delivered outstanding financial and operational performance during the first quarter, reflecting the strength of its expanding AI cloud business. Group revenue increased 684% year over year, while the Nebius AI business recorded 841% revenue growth and reached an annualized run-rate revenue of $1.9 billion. Group adjusted EBITDA margin improved to 32%, while the Nebius AI business achieved a 45% adjusted EBITDA margin. The balance sheet was further strengthened by a $4.3 billion convertible note offering, a $2 billion equity investment from NVIDIA and record customer prepayments, increasing cash and cash equivalents to $9.3 billion. Supported by this momentum, the company reaffirmed its 2026 guidance for annualized run-rate revenue of $7-$9 billion, group revenue of $3-$3.4 billion and an adjusted EBITDA margin of around 40%.
However, Nebius expects quarterly adjusted EBITDA margins to fluctuate during 2026 as it invests ahead of future capacity deployment. Management indicated that margins are likely to decline in the second quarter because infrastructure investments and operating expenses will be recognized before newly deployed capacity begins generating revenue. The company has also increased its 2026 capital expenditure guidance to $20-$25 billion from the previous $16-$20 billion range to support additional AI infrastructure planned for 2027. Nebius expects to utilize a combination of asset-backed financing, corporate debt, customer prepayments and other funding alternatives while maintaining a disciplined capital structure.
The Case for AIC3.ai is gaining from a broad restructuring initiative aimed at strengthening execution across the business. The company has reorganized its sales, products, services and federal operations under new leadership while introducing a strategic plan with clearly defined objectives. Product development has been consolidated under a single organization responsible for designing, developing, quality-assuring and delivering products, while the services organization has been redesigned with dedicated customer teams to support deployments through completion. Management highlighted that these changes are intended to improve customer satisfaction, enable more successful deployments and support the expansion of enterprise customer relationships.
The company is expanding its AI-first strategy by integrating agentic AI tools across the organization to improve productivity and execution. The company stated that its product teams are now using AI tools for programming activities, while legal, finance, sales and marketing functions have also adopted these agentic technologies. Sales teams are utilizing these tools to enhance market development, business development and customer penetration strategies. Management added that employees across every function are operating with an agentic AI-first mindset as the company focuses on execution and improving overall business performance.
C3.ai also highlighted several operational strengths, including a strong liquidity position and continued customer engagement. In fourth-quarter fiscal 2026, it signed nine initial production deployments, bringing the cumulative total to 417, with 251 remaining active through ongoing deployments, extensions or subscription and consumption agreements. Management also stated that cost reduction initiatives are progressing as planned and are expected to improve operating efficiency, free cash flow and support the company's long-term objectives.
However, C3.ai continues to face challenges from weak financial performance and declining revenue. Management acknowledged that the company's recent performance has been disappointing, describing sales execution as unacceptable and attributing the decline in revenue, remaining performance obligations and profitability primarily to poor sales discipline. The company reported quarterly revenue of $51.6 million, a non-GAAP operating loss of $54.4 million, a non-GAAP net loss of $48.8 million and negative free cash flow of $54.8 million.
C3.ai also indicated that uncertainty remains as it implements its new go-to-market strategy. On the last earnings call, management stated that the company has changed its sales organization and go-to-market approach, making it difficult to predict the future mix between software revenue, professional services, prioritized engineering services and demonstration licenses.
Share Performance for NBIS & AIIn the past six months, NBIS stock has surged 79.8% while AI lost 30.1%.
Image Source: Zacks Investment Research
Valuation for NBIS & AIIn terms of Price/Book, NBIS shares are trading at 6.21X, higher than AI’s 2X.
Image Source: Zacks Investment Research
How Do Estimates Compare for NBIS & AI?Over the past 60 days, analysts have marginally revised estimates upward for NBIS’ bottom line for the current year.
Image Source: Zacks Investment Research
For AI, estimates have been revised significantly upward over the past 60 days.
Image Source: Zacks Investment Research
NBIS or AI: Which Stock is the Better Investment?While NBIS sports a Zacks Rank #1 (Strong Buy) at present, C3.ai has a Zacks Rank #3 (Hold). Consequently, in terms of Zacks Rank, NBIS seems to be a better pick at the moment. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BigBear.ai rozšířila Ask Sage a CargoSeer a získala nové zakázky v oblasti letišť, loděnic, NASA a obrany. Objem nevyřízených zakázek vzrostl mezikvartálně o 14 % na 281,9 milionu USD.
Key Takeaways BigBear.ai enhanced Ask Sage and CargoSeer to broaden enterprise AI capabilities and customer reach.BBAI increased its backlog 14% as new contracts expanded across airports, defense and logistics.Technology products are becoming a larger revenue mix, supporting improved gross margin. BigBear.ai Holdings, Inc. (BBAI - Free Report) is accelerating product innovation to strengthen its competitive position in artificial intelligence and secure more enterprise customers. During its first-quarter 2026 earnings call, management highlighted that faster product development, combined with a customer-centric operating model, is helping the company expand its reach beyond traditional government contracts.
The company has realigned its sales, technology, delivery and customer success teams around the needs of operators in national security, and trade and travel. This restructuring is expected to speed up product development and deployment while enabling BigBear.ai to tailor solutions more effectively to customer requirements. The strategy also supports quicker decision-making and closer collaboration with clients.
Innovation across its recently acquired platforms is already showing results. CargoSeer introduced AI-powered invoice fraud detection for air cargo. At the same time, Ask Sage launched Version 2 featuring a simplified user interface, faster workflows and advanced tools such as Agent Builder and CodeCanvas. The company also expanded Ask Sage into commercial markets, allowing enterprises and international partners to access its secure generative AI platform.
These enhancements are supporting customer momentum. BigBear.ai secured new contracts across airports, shipbuilding, NASA and defense agencies, contributing to a 14% sequential increase in backlog to $281.9 million. Management also noted that technology products are becoming a larger share of revenues, helping to improve gross margin despite continued investments in research, development and sales.
While near-term profitability remains under pressure due to higher operating investments, BigBear.ai's faster innovation cycle and expanding AI portfolio position it well to attract more enterprise clients. Sustained execution and broader commercial adoption will be key to translating these product advancements into long-term revenue growth.
Can BigBear.ai Keep Pace With AI Industry Leaders?BigBear.ai faces intense competition from larger AI software providers like Palantir Technologies (PLTR - Free Report) and C3.ai (AI - Free Report) , both of which are expanding their enterprise AI offerings. Palantir continues to strengthen its commercial business through the Artificial Intelligence Platform, helping enterprises deploy generative AI applications at scale. Its strong customer adoption, growing commercial revenues and deep integration capabilities make Palantir a formidable rival in winning large enterprise contracts.
C3.ai is also focused on accelerating enterprise AI adoption through industry-specific applications across manufacturing, energy, financial services and defense. The company continues to enhance its generative AI capabilities while expanding partnerships with major cloud providers to broaden customer reach.
Unlike these broader AI platforms, BigBear.ai differentiates itself through mission-ready AI solutions tailored for national security, border protection, logistics and critical infrastructure. Its recent enhancements to Ask Sage and CargoSeer, along with a faster product development cycle, could help the company capture niche enterprise opportunities. However, sustained innovation and successful commercialization will be essential for BigBear.ai to compete effectively against larger and better-capitalized AI rivals.
BBAI’s Price Performance, Valuation & EPS Estimate TrendShares of BBAI have declined 50.3% over the past six months, underperforming the Zacks Computers - IT Services industry, as shown below.
BBAI’s 6-Month Price Performance
Image Source: Zacks Investment Research
BBAI stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-sales (P/S) ratio of 8.71, as evidenced by the chart below.
P/S Ratio (F12M)
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BBAI’s 2026 loss per share has remained stable in the past 60 days, as shown below. The estimated figure indicates a narrower loss from the year-ago loss of 82 cents per share.
EPS Trend of BBAI
Image Source: Zacks Investment Research
BBAI’s Zacks RankBigBear.ai currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Bitmine uvedla, že drží 5.777.468 ETH a její celková kryptoaktiva, hotovost a cenné papíry dosahují 11,5 miliardy USD. Zároveň za minulý týden odkoupila 5,5 milionu vlastních akcií.
Bitmine hält 4,8 % des gesamten ETH-Umlaufs von 120,7 Millionen
Bitmine hat in nur 12 Monaten bereits 96 % des Weges zur „Alchemie der 5 %" zurückgelegt
Bitmine hat in der vergangenen Woche 5,5 Millionen Stammaktien zurückgekauft, die im Rahmen des zuvor angekündigten Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar genehmigt worden waren.
Bitmine wurde am 26. Juni 2026 in den Russell 1000 Large-Cap-Index aufgenommen
Die Vorzugsaktien der Serie A von Bitmine werden an der NYSE unter dem Symbol BMNP gehandelt
Bitmine verfügt über 4.917.189 gestakte ETH, was bei einem Kurs von 1.879 US-Dollar pro ETH einem Wert von 9,2 Milliarden US-Dollar entspricht. MAVAN (Made in America VAlidator Network) ist eine führende Ethereum-Staking-Plattform für BMNR und institutionelle Anleger
Bitmine hält Anteile an Eightco im Wert von 58 Millionen US-Dollar (NASDAQ: ORBS), das mittlerweile zu den wenigen börsennotierten Aktien weltweit zählt, die Anlegern ein indirektes Engagement in OpenAI ermöglichen
Die Kryptowährungsbestände von Bitmine sowie die gesamten Barmittel und marktfähigen Wertpapiere und die „Moonshots" belaufen sich auf insgesamt 11,5 Milliarden US-Dollar, darunter 5,78 Millionen ETH-Token, Barmittel und marktfähige Wertpapiere in Höhe von 385 Millionen US-Dollar sowie sonstige Kryptowährungsbestände.
Bitmine wird weiterhin von einer Gruppe führender institutioneller Investoren unterstützt, darunter Cathie Wood von ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital und der Privatinvestor Thomas „Tom" Lee, um das Ziel von Bitmine zu unterstützen, 5 % der ETH zu erwerben
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. („Bitmine" oder das „Unternehmen"), ein auf Bitcoin und das Ethereum-Netzwerk spezialisiertes Unternehmen, dessen Schwerpunkt auf dem Aufbau von Kryptowährungsbeständen für langfristige Investitionen liegt, gab heute bekannt, dass sich die Gesamtwert der Bitmine-Krypto-Bestände sowie der Barmittel und marktfähigen Wertpapiere und der „Moonshots"-Bestände auf insgesamt 11,5 Milliarden US-Dollar belaufen.
Bitmine Weekly Update
STAKING: BMNR now staking over 4.9 million ETH as of July 19, 2026
ALCHEMY OF 5%: BMNR ranked #187 by 5D avg daily $ volume Stand 19. Juli 2026, 20:30 Uhr ET, setzen sich die Kryptowährungsbestände des Unternehmens aus 5.777.468 ETH zu einem Kurs von 1.879 US-Dollar pro ETH zusammen (laut Coinbase, NASDAQ: COIN), 207 Bitcoin (BTC), eine Beteiligung in Höhe von 180 Millionen US-Dollar an Beast Industries, eine Beteiligung in Höhe von 58 Millionen US-Dollar an Eightco Holdings (NASDAQ: ORBS) („Moonshots") sowie Barmittel und marktfähige Wertpapiere in Höhe von insgesamt 385 Millionen US-Dollar. Die ETH-Bestände von Bitmine machen 4,8 % des ETH-Gesamtbestands (von 120,7 Millionen ETH) aus.
„Bitmine hat in der vergangenen Woche rund 5,5 Millionen Stammaktien zu einem Durchschnittspreis von 15,6156 US-Dollar zurückgekauft. Wir betrachten den Rückkauf unserer Stammaktien als wertsteigernd für die Aktionäre", erklärte Thomas „Tom" Lee, Chairman von Bitmine.
Bitmine hat den Rückkauf von 5,5 Millionen Stammaktien im Rahmen des zuvor genehmigten Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar durchgeführt.
„In der vergangenen Woche haben wir 7.430 ETH erworben. Das geringere Kaufvolumen spiegelt wider, dass Bitmine 5,5 Millionen Stammaktien zurückgekauft hat. Bitmine hat seit Einführung der ETH-Treasury-Strategie am 30. Juni 2025 jede Woche ETH gekauft", erklärte Lee.
Am 16. Juli 2026 veröffentlichte Bitmine die neueste Botschaft des Vorstandsvorsitzenden (Link hier:) für Juli 2026. Der Titel der Botschaft lautet: „ETH is the cure for the Uncanny Valley of Wealth."
Anfang 2026 brachte Bitmine MAVAN (das „Made in American VAlidator Network") auf den Markt, eine Staking-Plattform für institutionelle Anleger. Während MAVAN ursprünglich entwickelt wurde, um die eigene Ethereum-Treasury von Bitmine zu unterstützen, beabsichtigt MAVAN, sein Angebot auszuweiten, um institutionelle Anleger, Verwahrstellen und Ökosystempartner zu bedienen, die eine erstklassige Staking-Infrastruktur suchen. Ein Teil der ETH von Bitmine ist bereits auf der MAVAN-Plattform gestakt.
Stand 19. Juli 2026 beläuft sich die Gesamtmenge der bei Bitmine gestakten ETH auf 4.917.189 (9,2 Milliarden US-Dollar bei einem Kurs von 1.879 US-Dollar pro ETH). „Bitmine hat mehr ETH gestakt als jede andere Organisation weltweit. Im großen Maßstab (wenn die ETH von Bitmine vollständig von MAVAN und seinen Staking-Partnern gestaked wird) beläuft sich die prognostizierte ETH-Staking-Prämie auf annualisierter Basis auf 290 Millionen US-Dollar (unter Zugrundelegung einer 7-Tage-BMNR-Rendite von 2,67 %)", erklärte Lee.
„Die annualisierten Staking-Erträge werden nun auf 247 Millionen Dollar geschätzt. Und diese 4,9 Millionen ETH entsprechen 85 % der 5,78 Millionen ETH, die Bitmine hält. Die eigenen Staking-Aktivitäten von Bitmine erzielten eine 7-Tage-Rendite von 2,67 % (annualisiert)", fuhr Lee fort.
Die Kryptowährungsbestände von Bitmine sind die größte Ethereum-Kasse und die zweitgrößte Kasse weltweit, hinter Strategy Inc., das Berichten zufolge 843.775 BTC im Wert von etwa 55 Milliarden US-Dollar besitzt. Bitmine bleibt die weltweit größte ETH-Treasury.
Bitmine ist eine der am häufigsten gehandelten Aktien in den USA. Nach Angaben von Fundstrat verzeichnete die Aktie ein durchschnittliches tägliches Handelsvolumen von 579 Millionen US-Dollar (5-Tage-Durchschnitt, Stand: 17. Juli 2026) und belegt damit Platz 187 in den USA – hinter Airbnb (Platz 186) und vor Fastenal (Platz 188) unter 5.704 in den USA notierten Aktien (statista.com und Fundstrat-Research).
Die Geschäftsführung von Bitmine ist der Ansicht, dass der GENIUS Act und das Project Crypto der Securities and Exchange Commission (SEC) für die Finanzdienstleistungen im Jahr 2025 ebenso wegweisend sind wie die Maßnahmen der USA vom 15. August 1971, mit denen vor 54 Jahren das Bretton-Woods-System und die Bindung des US-Dollars an den Goldstandard beendet wurden. Dieses Ereignis aus dem Jahr 1971 war der Auslöser für die Modernisierung der Wall Street und führte zur Entstehung der legendären Wall-Street-Giganten sowie der heutigen Finanz- und Zahlungsinfrastruktur. Diese erwiesen sich als bessere Investitionen als Gold.
Die Nachricht des Chairman von Bitmine finden Sie hier:
https://www.Bitminetech.io/chairmans-message
Die Präsentation der Ergebnisse für das gesamte Geschäftsjahr 2025 sowie die Unternehmenspräsentation finden Sie hier: https://Bitminetech.io/investor-relations/
Wenn Sie an aktuellen Informationen interessiert sind, melden Sie sich bitte hier an: https://Bitminetech.io/contact-us/
Informationen zu Bitmine
Bitmine (NYSE: BMNR) ist ein Bitcoin-Miner mit Aktivitäten in den USA. Das Unternehmen setzt sein überschüssiges Kapital ein, um das weltweit führende Ethereum-Treasury-Unternehmen zu werden, und verfolgt eine innovative Strategie für digitale Vermögenswerte für institutionelle Investoren und Teilnehmer an den öffentlichen Kapitalmärkten. Geleitet von seiner Philosophie der „Alchemy of 5 %" setzt das Unternehmen auf ETH als primären Treasury-Reservewert und nutzt dabei protokollnative Aktivitäten, darunter Staking und dezentrale Finanzmechanismen. Das Unternehmen führte im Jahr 2026 MAVAN (Made in America VAlidator Network) ein, eine spezielle Staking-Infrastruktur für Bitmine-Vermögenswerte.
Weitere Informationen finden Sie auf X:
https://x.com/bitmnr
https://x.com/fundstrat
Zukunftsgerichtete Aussagen
Diese Pressemitteilung enthält Aussagen, die „zukunftsgerichtete Aussagen" im Sinne des Private Securities Litigation Reform Act von 1995 darstellen. Die Aussagen in dieser Pressemitteilung, die nicht rein historischer Natur sind, sind zukunftsgerichtete Aussagen, die Risiken und Unsicherheiten beinhalten. Diese zukunftsgerichteten Aussagen sind an Begriffen wie „erwartet", „plant", „prognostiziert", „beabsichtigt", „glaubt", „geht davon aus", „schätzt" und ähnlichen Formulierungen zu erkennen. Dieses Dokument enthält insbesondere zukunftsgerichtete Aussagen zu folgenden Punkten: (i) die Ziele des Unternehmens hinsichtlich des Erwerbs von ETH, einschließlich der Initiative „Alchemy der 5 %" und der Aussage, dass Bitmine dieses Ziel bereits zu 96 % erreicht habe; (ii) die Strategie des Unternehmens zum Aufbau digitaler Vermögenswerte sowie seine Staking-Aktivitäten, einschließlich der Aussage, dass Bitmine über 4.917.189 gestakte ETH im Wert von 9,2 Milliarden US-Dollar verfügt, prognostizierte annualisierte ETH-Staking-Erträge von etwa 290 Millionen US-Dollar (sofern die ETH von Bitmine vollständig durch MAVAN und dessen Staking-Partner gestakt wird) sowie derzeit prognostizierte annualisierte Staking-Erlöse von etwa 247 Millionen US-Dollar; (iii) die geplante Expansion von MAVAN zur Betreuung institutioneller Anleger, Verwahrstellen und Ökosystempartner, die eine erstklassige Staking-Infrastruktur suchen; (iv) das anhaltende Engagement des Unternehmens, im Rahmen seiner ETH-Treasury-Strategie wöchentlich ETH zu erwerben; (v) die Überzeugung des Managements, dass der GENIUS Act und das SEC-Projekt „Crypto" für die Finanzdienstleistungen ebenso transformativ sind wie die Maßnahmen der USA vom 15. August 1971, mit denen das Bretton-Woods-System und der Goldstandard des US-Dollars beendet wurden; (vi) die Erwartungen hinsichtlich des Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar und dessen wertsteigernde Wirkung für die Aktionäre; (vii) Aussagen darüber, dass die Investition des Unternehmens in Eightco Holdings ein indirektes Engagement bei OpenAI darstellt; sowie (viii) das künftige Wachstum und die Weiterentwicklung der Ethereum-Treasury-Strategie des Unternehmens. Bei der Bewertung dieser zukunftsgerichteten Aussagen sollten Sie verschiedene Faktoren berücksichtigen, darunter: die Fähigkeit von Bitmine, mit neuen Technologien und sich wandelnden Marktanforderungen Schritt zu halten; die Fähigkeit von Bitmine, sein laufendes Geschäft, die Ethereum-Treasury-Aktivitäten, Aktienrückkaufmaßnahmen sowie geplante zukünftige Geschäftsvorhaben zu finanzieren; das Wettbewerbsumfeld, in dem Bitmine tätig ist; Marktbedingungen, die den Handelskurs der Stammaktien und der Vorzugsaktien der Serie A des Unternehmens beeinflussen; regulatorische Entwicklungen im Bereich digitaler Vermögenswerte, einschließlich der endgültigen Verabschiedung und Umsetzung des GENIUS Act sowie anderer anhängiger Gesetzgebungsvorhaben und Initiativen der SEC; die Volatilität und Unvorhersehbarkeit der Preise digitaler Vermögenswerte; die Leistung, Zuverlässigkeit und Sicherheit der Staking-Aktivitäten des Unternehmens; Risiken im Zusammenhang mit KI-Systemen und deren Auswirkungen auf die Kryptowährungsmärkte; sowie der zukünftige Wert von Bitcoin und Ethereum. Die tatsächlichen künftigen Entwicklungen und Ergebnisse können wesentlich von den in zukunftsgerichteten Aussagen enthaltenen Angaben abweichen. Zukunftsgerichtete Aussagen unterliegen zahlreichen Bedingungen, von denen viele außerhalb der Kontrolle von Bitmine liegen, einschließlich derjenigen, die im Abschnitt „Risikofaktoren" des Formulars 10-K von Bitmine aufgeführt sind, das am 21. November 2025 bei der SEC eingereicht wurde, sowie allen anderen bei der SEC eingereichten Unterlagen, die von Zeit zu Zeit geändert oder aktualisiert werden. Kopien der von Bitmine bei der SEC eingereichten Unterlagen sind auf der Website der SEC, www.sec.gov, verfügbar. Bitmine übernimmt keine Verpflichtung, diese Aussagen bei Überarbeitungen oder Änderungen nach dem Datum dieser Mitteilung zu aktualisieren, es sei denn, dies ist gesetzlich vorgeschrieben.
