HPE po silném čtvrtletí zvýšila výhled na fiskální rok 2026, včetně růstu tržeb o 29–33 % a upraveného zisku na akcii (non-GAAP EPS) 3,35–3,45 USD. Akcie ale od poslední výsledkové zprávy klesly asi o 19,7 %.
It has been about a month since the last earnings report for Hewlett Packard Enterprise (HPE - Free Report) . Shares have lost about 19.7% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Hewlett Packard Enterprise due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Hewlett Packard Enterprise Company before we dive into how investors and analysts have reacted as of late.
HPE Q2 Earnings Surpass Expectations, Revenues Rise Y/YHewlett Packard Enterprise reported better-than-expected results for second-quarter fiscal 2026. HPE’s non-GAAP earnings of 79 cents per share beat the Zacks Consensus Estimate by 46.3% and increased 107.9% year over year.
HPE posted revenues of $10.7 billion for the quarter, beating the Zacks Consensus Estimate by 8.7%. The company’s revenues increased 40.0% year over year.
HPE’s quarterly performance was supported by strong demand across the portfolio, with orders more than doubling year over year and driving a record backlog. Management also highlighted progress in Juniper integration and the Catalyst initiative, which remained ahead of schedule.
HPE’s Segment-Wise PerformanceHewlett Packard’s Networking segment generated $2.7 billion in revenues in the second quarter of fiscal 2026, up 148.2% year over year. The segment’s operating profit margin was 21.6%, down from 25.0% in the year-ago quarter.
Within Networking, Campus & Branch revenues were $1.3 billion, up 50.2% year over year. Data Center Networking revenues were $320 million, up 233.3%, and Security revenues were $273 million, up 155.1%. Routing revenues were $775 million compared with $1 million in the year-ago quarter.
The Cloud & AI segment reported $7.7 billion in revenues, up 22.9% year over year, with an operating profit margin of 12.4%, up from 6.6% in the prior-year period.
Within Cloud & AI, Server revenues were $5.5 billion, up 32.7% year over year. Storage revenues totaled $1.2 billion, up 2.4%, while Financial Services contributed $0.9 billion, up 5.6% year over year.
HPE’s Corporate Investments and Other revenues came in at $281 million, up 3.3% from the prior-year period.
HPE’s Operating ResultsHewlett Packard’s non-GAAP gross profit for the second quarter of fiscal 2026 was $3.94 billion compared with $2.24 billion in the year-ago quarter, while the non-GAAP gross margin expanded to 36.9%, up 750 basis points year over year.
The company’s non-GAAP operating profit was $1.4 billion compared with $613 million in the year-ago quarter. The non-GAAP operating margin improved to 13.3%, up 530 basis points from the year-ago quarter.
HPE’s Balance Sheet and Cash FlowHewlett Packard ended the second quarter with $5.29 billion in cash and cash equivalents compared with $4.84 billion at the end of the previous quarter.
In the second quarter, HPE generated $1.4 billion in cash from operating activities and produced $915 million in free cash flow. The company returned $343 million through dividends and share repurchases during the quarter.
HPE Updates FY26 GuidanceHewlett Packard raised its outlook following the strong quarter and improved second-half visibility. For the third quarter of fiscal 2026, HPE expects revenues in the range of $11.5-$12.1 billion.
It anticipates non-GAAP earnings per share of 88-93 cents.
For fiscal 2026, HPE raised its revenue growth outlook to 29-33% and expects non-GAAP earnings per share of $3.35-$3.45.
The company also lifted its free cash flow outlook and now expects free cash flow to be at least $3.5 billion. Separately, HPE introduced a fiscal 2027 framework calling for revenue growth of 8-12% and free cash flow of at least $4.5 billion.
How Have Estimates Been Moving Since Then?It turns out, fresh estimates have trended upward during the past month.
The consensus estimate has shifted 71.61% due to these changes.
VGM ScoresAt this time, Hewlett Packard Enterprise has a nice Growth Score of B, a grade with the same score on the momentum front. Following the exact same course, the stock has a grade of B on the value side, putting it in the second quintile for value investors.
Overall, the stock has an aggregate VGM Score of A. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been trending upward for the stock, and the magnitude of these revisions looks promising. It comes with little surprise Hewlett Packard Enterprise has a Zacks Rank #1 (Strong Buy). We expect an above average return from the stock in the next few months.
General Mills oznámila hospodářské výsledky za 4. čtvrtletí fiskálního roku 2026 a celoroční výsledky. Na konferenčním hovoru vedení představilo komentář k těmto výsledkům.
General Mills, Inc. (GIS) Q4 2026 Earnings Call July 1, 2026 9:00 AM EDT
Company Participants
Jeff Siemon - Vice President of Investor Relations & Treasurer
Jeffrey Harmening - Chairman & CEO
Dana McNabb - COO, Group President of North America Retail & North America Pet and Director
Kofi Bruce - Chief Financial Officer
Conference Call Participants
Max Andrew Gumport - BNP Paribas, Research Division
Peter Grom - UBS Investment Bank, Research Division
Andrew Lazar - Barclays Bank PLC, Research Division
Thomas Palmer - JPMorgan Chase & Co, Research Division
David Palmer - Evercore ISI Institutional Equities, Research Division
Peter Galbo - BofA Securities, Research Division
Matthew Smith - Stifel, Nicolaus & Company, Incorporated, Research Division
Christopher Carey - Wells Fargo Securities, LLC, Research Division
Robert Dickerson - BTIG, LLC, Research Division
Presentation
Operator
Hello, everyone. Thank you for joining us, and welcome to General Mills Fiscal 2026 Q4 Earnings Call. [Operator Instructions]
I will now hand the conference over to Jeff Siemon, Vice President, Investor Relations and Corporate Finance. Jeff, please go ahead.
Jeff Siemon
Vice President of Investor Relations & Treasurer
Thank you, Samantha, and good morning to everyone. Thanks for joining us today for our live Q&A session on our Q4 and full year fiscal '26 results. I hope you all had time to review our press release, listen to the prepared remarks and view our presentation materials, which we made available this morning on our Investor Relations website.
It's important to note that in our Q&A session, we may make forward-looking statements that are based on management's current views and assumptions. So please refer to this morning's press release for factors that could impact forward-looking statements and for reconciliations of non-GAAP information, which may be discussed on today's call.
I'm here with Jeff Harmening, our Chairman and CEO; Dana McNabb, our COO; and Kofi Bruce, our CFO.
Costco má téměř 20 miliard USD v likvidních aktivech a silný členský model, což mu pomáhá čelit tlaku v maloobchodu. Příjmy z členských poplatků vzrostly o 10,7 % na 1,373 miliardy USD.
Key Takeaways Costco's balance sheet remains a key edge as inflation, tariffs and cautious spending weigh on retail.Costco held nearly $20B in liquid assets, with current assets exceeding liabilities in fiscal Q3.Membership fee income rose 10.7%, supported by 82.9M paid memberships and an 89.7% renewal rate. Costco Wholesale Corporation's (COST - Free Report) balance sheet remains a key competitive advantage as retailers navigate inflation, tariff uncertainty and cautious consumer spending. The company ended the third quarter of fiscal 2026 with $18,946 million in cash and cash equivalents, up from $14,161 million at the end of fiscal 2025. Combined with $1,050 million in short-term investments, Costco held nearly $20 billion in liquid assets, providing ample financial flexibility to navigate short-term disruptions while continuing to invest in long-term growth.
The company's conservative capital structure further reinforces that strength. Current assets totaled $45,177 million, comfortably exceeding current liabilities of $42,125 million, while long-term debt remained modest at $5,670 million. Shareholders' equity increased to $33,509 million, reflecting continued earnings growth and a solid financial foundation. Management emphasized that maintaining financial flexibility allows Costco to prioritize investments in warehouse expansion, remodels, supply-chain infrastructure and digital capabilities without stretching its balance sheet.
Cash generation continues to support these investments. During the first 36 weeks of fiscal 2026, operating cash flow climbed to $11,133 million, comfortably funding $4,228 million of capital expenditures. Costco continues to expect approximately $6.5 billion in fiscal 2026 capital spending as it accelerates new warehouse openings, expands depot capacity, remodels existing warehouses and enhances the member digital experience.
Another important source of financial resilience is Costco's membership model. Membership fee income increased 10.7% year over year to $1,373 million, supported by 82.9 million paid memberships, 41.2 million executive memberships and a worldwide renewal rate of 89.7%. This recurring, high-quality revenue stream provides predictable cash flows that strengthen Costco's ability to invest through economic cycles.
Backed by substantial liquidity, disciplined leverage and durable membership economics, Costco remains well equipped to withstand retail headwinds while continuing to fund its long-term expansion strategy.
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 7.8% over the past three months compared with the industry’s 4.4% decline. While shares of Dollar General have fallen 3.8%, those of Target have jumped 8.5% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Costco's forward 12-month price-to-earnings ratio stands at 42.31, higher than the industry’s ratio of 30.41. However, the stock is trading below its 12-month median level of 46.37, 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 15.23) and Dollar General (15.12).
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 9.5% and 13.3%, respectively. For the next fiscal year, the consensus estimate indicates a 7.9% rise in sales and 10.2% growth in earnings.
The consensus estimate for earnings per share for both the current and next fiscal year has increased by 1 cent to $20.38 and $22.46, respectively, over the past 30 days.
Image Source: Zacks Investment Research
Costco currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Palantir CEO Alex Karp on Wednesday criticized the token model used by U.S. artificial intelligence labs Anthropic and OpenAI as costs skyrocket.
"I'm not throwing shade at them, but something has gone completely wrong," he told CNBC's "Squawk Box." "The basic view among enterprises in this country is I'm going to chillax and waste my time with tokens."
As AI costs surge, and new models prove pricier than previous iterations, enterprises are shifting from a mindset of so-called "tokenmaxxing" in favor of a return on investment.
That setup is prompting some enterprises to adopt open weight models, capable of performing similar tasks at a fraction of the price. Chinese models are also accelerating capabilities, raising concerns that the AI rival could soon catch up to U.S. frontier labs.
Shares of the AI software company climbed 9% on Wednesday.
Read more CNBC tech newsAnthropic says Trump admin has lifted export controls on Claude Fable 5 and Mythos 5OpenAI, Anthropic backer MGX raises one of the biggest AI funds ever as it closes at $49 billionEmployers who laid off workers citing AI are already starting to regret itRecord chip rally adds $2 trillion in combined value to Micron, Intel and AMD in second quarterKarp told CNBC that the industry should not underestimate the speed at which China is making progress in building AI models.
In this environment, many businesses are also shifting from using far-reaching AI models to building and training their own, more efficient proprietary tools.
Earlier this week, Palantir announced an expanded partnership with Nvidia to use the chipmaking giant's AI tools to build custom models for U.S. government agencies.
Karp views open weight models as a potential solution for CEOs frustrated by AI labs.
"What aligns me with Nvidia, and I think is what the technical customers want, which is control over their compute, their models, their data stack and their alpha," Karp said. "They want to know they own the means of production. It's not being transferred to someone else."
Alex Karp z Palantiru označil odvětví AI za „šílené“ a obvinil přední firmy z přemrštěných cen, zneužívání dat a ohrožování národní bezpečnosti USA. Akcie Palantiru ve středu vzrostly o více než 9 %.
ToplinePalantir CEO Alex Karp on Wednesday called the AI industry “effing insane” in a heated interview on CNBC, accusing leading AI firms of overcharging, exploiting customer data and jeopardizing U.S. national security.
“This is the voice of American business that is being channeled through me,” the billionaire cofounder remarked.
AFP via Getty Images
Key FactsKarp, who appeared on CNBC to discuss Palantir’s partnership with Nvidia in a deal to help the U.S. government use advanced AI more securely, said CEOs he speaks with privately are “livid” with leading AI companies and that Palantir’s recent deal with Nvidia was designed to relieve those concerns.
He criticized the U.S. for relying on AI companies to develop technology for the military and national security, saying: “Are we really going to outsource the battlefield of this country to the consensus view in Silicon Valley? That is effing insane.”
Karp accused AI companies of imposing a “wealth tax” on businesses by charging high fees for their AI tools while collecting valuable data that could improve their own AI models.
At one point during the interview, one host commented, “You sound pretty angry,” to which Karp responded, “This is the voice of American business that is being channeled through me,” and suggested other CEOs would express the same anger in private.
After the interview appeared to end, Karp asked the hosts, “Are we still on?”
Shares of Palantir soared by more than 9% as of Wednesday morning.
forbes valuationKarp has a fortune valued at $12.3 billion as of Wednesday, according to Forbes’ estimates. Karp cofounded Palantir with billionaire Facebook investor Peter Thiel ($27.4 billion), whom Karp met while at Stanford Law School, and Stephen Cohen ($4.6 billion), and the company went public on the New York Stock Exchange through an unusual direct listing process in 2020.
key backgroundThe rollout of new AI models from OpenAI and Anthropic in recent months has drawn criticism from the U.S. government. The Pentagon designated Anthropic a “supply chain risk” in March, after Anthropic claimed the company refused to remove restrictions preventing its technology from being used for mass domestic surveillance or fully autonomous weapons. Days earlier, amid a broader contract dispute with Anthropic, the Pentagon reached a deal with OpenAI that sparked criticism from AI policy and legal experts. President Donald Trump issued an executive order in June requesting that companies allow federal oversight of new AI models before they are publicly released. OpenAI announced last week it would roll out new AI models, but said broader access would come after a “limited preview for a small group of trusted partners” approved by the U.S. government.
tangentAnthropic said late Tuesday the Commerce Department lifted export controls on Claude Fable 5 and Mythos 5, after the government banned the company from allowing foreign nationals to access its newest models over national security concerns. Commerce Secretary Howard Lutnick said the government had “worked closely” with Anthropic to “analyze and improve” Fable 5 and “strengthen America’s leadership in AI.”
further readingForbesU.S. Lifts Restrictions On Anthropic’s Mythos 5 And Fable 5 AI ModelsBy Siladitya Ray
Etsy zvýšila tržby z marketplace GMS o 5,5 % na 2,5 mld. USD a čeká růst v každém čtvrtletí roku 2026. Celoroční růst má být v nízkých jednotkách procent.
Key Takeaways Etsy's marketplace GMS rose 5.5% year over year to $2.5B, improving 540 basis points from Q4.Active buyers grew sequentially for the first time in two years, with GMS per buyer rising to $122.Etsy expects marketplace GMS to grow every quarter of 2026 and full-year growth in the low single digits. Etsy, Inc. (ETSY - Free Report) entered 2026 with renewed momentum, but the bigger question is whether its marketplace gross merchandise sales (GMS) growth can remain sustainable through the rest of the year. The first quarter offered encouraging evidence that the company is rebuilding the marketplace on stronger operating fundamentals rather than relying solely on temporary tailwinds.
Marketplace GMS increased 5.5% year over year to $2.5 billion, with the growth rate improving 540 basis points from the fourth quarter. Management said progress in product development and marketing is translating into improvements across marketplace fundamentals, while foreign exchange tailwinds and a softer prior-year comparison also supported the performance.
What makes the current recovery more meaningful is the shift in customer behavior. Active buyers posted sequential growth for the first time in two years, new buyers and active sellers increased year over year, while GMS per active buyer rose for the first time since late 2022, reaching $122 on a trailing 12-month basis. Etsy's mobile app continues to play a central role, with app GMS increasing 11.2% year over year and accounting for roughly 47% of marketplace GMS. Management said the momentum reflects continued investments in machine learning, personalization and improved product discovery.
Management expects some first-quarter benefits, including foreign exchange tailwinds and tariff-related average order value increases, to moderate as the year progresses. Even so, it expects continued progress in product discovery, personalization and customer engagement initiatives to further strengthen marketplace fundamentals through the remainder of 2026.
During the earnings call, management reiterated its expectation for year-over-year marketplace GMS growth in every quarter of 2026 and forecast full-year growth in the low single digits. ETSY guided second-quarter marketplace GMS to be between $2.48 billion and $2.53 billion, implying 3% to 5% year-over-year growth.
How eBay & Shopify Compare With Etsy on Marketplace GrowtheBay Inc. (EBAY - Free Report) also delivered a strong marketplace performance in the first quarter of 2026, with gross merchandise volume (GMV) rising 14% year over year to $22.2 billion. eBay said growth was broad-based across major categories, supported by faster momentum in collectibles, motors, electronics and fashion, while AI-powered seller tools, Live commerce and consumer-to-consumer initiatives continued to improve marketplace engagement. Management expects eBay's GMV growth to moderate in the second quarter as some category-specific tailwinds ease, but reaffirmed confidence in sustained marketplace momentum through the remainder of 2026.
Shopify Inc. (SHOP - Free Report) also continued to deliver healthy marketplace expansion, with first-quarter 2026 GMV increasing 35% year over year to $101 billion. Shopify attributed the performance to balanced growth across merchant sizes, geographies and sales channels, while AI capabilities such as Sidekick and integrations with ChatGPT, Microsoft Copilot and Google continued to support merchant growth. Management highlighted accelerating online, offline and B2B commerce trends and expects Shopify to maintain strong momentum, supported by continued investments. The consistent GMV growth underscores Shopify's ability to scale merchant sales despite an evolving commerce landscape.
What the Latest Metrics Say About EtsyEtsy has seen its shares jump 45.9% over the past three months compared with the industry’s 7.9% rise.
Image Source: Zacks Investment Research
From a valuation standpoint, Etsy's forward 12-month price-to-earnings ratio stands at 12.35, lower than the industry’s ratio of 21.21. ETSY is also trading below its 12-month median level of 20.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Etsy's earnings per share has seen an upward revision. The consensus estimate for the current fiscal year has risen from $3.76 to $3.82, while the estimate for the next fiscal year has increased from $4.30 to $4.59 over the past 60 days.
Image Source: Zacks Investment Research
Etsy currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Micron Technology logo is displayed on a smartphone screen with the company's website in the background, in Creteil, France, on May 27, 2026. The American semiconductor company officially crosses the symbolic threshold of $1 trillion in market capitalization on Wall Street the previous day. (Photo by Samuel Boivin/NurPhoto via Getty Images)
NurPhoto via Getty Images
This article was written by Doug Nathman, with research by his team at Trefis.
The memory industry is in the midst of an unprecedented boom.
AI servers are driving unprecedented demand for high-bandwidth memory; supply remains tight, and DRAM prices have surged, forcing PC and smartphone makers to look beyond their traditional suppliers. That search is increasingly leading them to China. Apple has reportedly sought approval to source DRAM chips from blacklisted ChangXin Memory Technologies (CXMT), while Dell Technologies, HP Inc., Acer, and ASUS are reportedly considering similar moves.
For companies like Micron (MU), which recently posted gross margins above 84%, the real question is whether today’s extraordinary profitability can survive China’s entry into the market.
And if history is any guide, investors should start paying close attention.
China has followed this playbook before. Solar panels, batteries, EVs, and shipbuilding all went through the same cycle: state-backed investment, reverse-engineered technology, and relentless manufacturing scale, until established global players could no longer compete on cost. Until now, memory chips seemed immune. For nearly three decades, the DRAM market has been dominated by Samsung Electronics, SK Hynix, and Micron, whose technological lead and manufacturing expertise kept challengers at bay.
But the current shortage may be creating the opening China has been waiting for. If this shortage gives Chinese memory makers their first meaningful foothold with global OEMs, it could mark the biggest competitive shift the DRAM industry has seen in 30 years.
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The Squeeze That Created An OpeningThe proximate cause is the AI memory supercycle. Conventional DRAM contract prices surged between 93% and 98% QoQ over the first quarter of this year.
Samsung, SK Hynix, and Micron are shifting wafer capacity toward high-bandwidth memory, the premium high-speed memory that sits alongside Nvidia (NVDA) AI accelerators, because that is where the margin is. This is having a major side effect: commodity DRAM, the kind that goes into laptops and phones, is getting squeezed out. Apple just raised MacBook and iPad prices by between $100 and $300, citing component costs, while simultaneously shopping for a cheaper Chinese alternative. Both moves point to the same conclusion: management sees this as structural, not a passing cycle.
That is the opening companies like China’s CXMT could step into. And the speed of its rise is notable. The company began volume DRAM production in 2020. By 2026, its global revenue share had reached 8%, up from 3% a year earlier, making it the fourth-largest DRAM maker. CXMT currently has two 12-inch DRAM fabrication plants with a combined capacity of about 300,000 wafers per month. There are reports that, with a new Shanghai facility as well as other new capacity, CXMT will double its DRAM wafer output to approximately 600,000 wafers per month, according to Reuters. This compares to Micron’s own 385,000 capacity. Revenue is on pace for roughly 700% year-over-year growth in early 2026, with the company posting its first-ever profitable quarter. Its DDR5 chips are already inside Lenovo laptops shipping today.
Investors are betting that Micron will see a multi-year upcycle, driven by long-term contracts for memory. But there could be a catch.
There Are Still ChallengesStill, China’s memory push has a problem that its other sectors, such as solar and EVs, did not. Those industries were won mostly by building factories faster and cheaper than anyone else, using technology that was largely available to whoever could afford it. Memory is different because of a single piece of equipment: extreme ultraviolet (EUV) lithography machines, made only by the Dutch company ASML, which are not essential for DRAM production but are critical for manufacturing the most advanced chips efficiently. Washington has blocked ASML from selling these machines to Chinese firms, so CXMT is stuck building chips with older tools, no matter how much capital Beijing throws at it.
That shows up clearly in the numbers. CXMT’s DDR5 die is roughly 40% larger than Samsung’s equivalent, which means fewer usable chips per wafer and a structurally worse cost base, not a better one. The larger die size is itself a byproduct of working without EUV: older lithography tools cannot pack circuits as densely, so CXMT needs more silicon to do the same job. Its cost per bit remains more than 30% above the three leading suppliers, suggesting its current profitability is a function of unusually strong pricing across the whole market, not genuine product superiority.
The gap is starker in HBM, the high-bandwidth memory used in AI accelerators and the segment driving SK Hynix’s and Samsung’s surge. CXMT has only sampled HBM2 and HBM3 chips with customers like Huawei; commercial-volume production keeps slipping, even as rivals are already shipping HBM4. Unlike DDR5, catching up in HBM requires far more than manufacturing scale and capital investment.
What It Means For Micron, Samsung And SK HynixFor the likes of Micron, Samsung, and SK Hynix, China’s rise is a challenge, but not an existential one. CXMT is emerging as a credible competitor in commodity DRAM, where it could pressure pricing in PCs and smartphones. But the real investment story has shifted to HBM, where demand from AI accelerators remains strong and technological barriers are much higher. As long as China lacks access to EUV lithography and advanced HBM manufacturing, the incumbents are likely to maintain their lead in the industry’s fastest-growing and most profitable market.
That said, the industry’s trajectory will depend not just on technology, but also on regulation. Export controls, licensing decisions, and trade policy could determine how quickly Chinese suppliers expand globally and how much of the memory market ultimately becomes contestable.
A disciplined portfolio approach helps smooth these risks while still participating in long-term growth themes. The Trefis High Quality (HQ) Portfolio has consistently outperformed its market benchmark since inception, delivering cumulative returns of over 105%.
A strong stock as of late has been TSMC (TSM - Free Report) . Shares have been marching higher, with the stock up 6.9% over the past month. The stock hit a new 52-week high of $479 in the previous session. TSMC has gained 57.2% since the start of the year compared to the 18.2% move for the Zacks Computer and Technology sector and the 57.2% return for the Zacks Semiconductor - Circuit Foundry industry.
What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on April 16, 2026, TSMC reported EPS of $3.49 versus consensus estimate of $3.31.
For the current fiscal year, TSMC is expected to post earnings of $15.35 per share on $161.91 in revenues. This represents a 44.13% change in EPS on a 32.26% change in revenues. For the next fiscal year, the company is expected to earn $19.5 per share on $204.95 in revenues. This represents a year-over-year change of 26.98% and 26.58%, respectively.
Valuation MetricsTSMC may be at a 52-week high right now, but what might the future hold for the stock? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. The idea behind the style scores is to help investors pick the most appropriate Zacks Rank stocks based on their individual investment style.
TSMC has a Value Score of D. The stock's Growth and Momentum Scores are B and A, respectively, giving the company a VGM Score of B.
In terms of its value breakdown, the stock currently trades at 31.1X current fiscal year EPS estimates, which is not in-line with the peer industry average of 31.1X. On a trailing cash flow basis, the stock currently trades at 32.1X versus its peer group's average of 32.1X. Additionally, the stock has a PEG ratio of 1.2. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks RankWe also need to look at the Zacks Rank for the stock, as this is even more important than the company's VGM Score. Fortunately, TSMC currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if TSMC meets the list of requirements. Thus, it seems as though TSMC shares could have potential in the weeks and months to come.
Morgan Stanley získala podmíněný souhlas OCC na založení Morgan Stanley Digital Trust, který má rozšířit její regulované služby pro digitální aktiva. Spuštění je možné až po splnění kapitálových, likviditních a předběžných požadavků.
Key Takeaways Morgan Stanley received conditional OCC approval to establish Morgan Stanley Digital Trust.MS must meet capital, liquidity and pre-opening requirements before beginning operations. MS aims to expand federally regulated custody, staking and digital-asset servicing capabilities. Morgan Stanley (MS - Free Report) has moved closer to building a regulated digital-asset infrastructure after receiving preliminary conditional approval from the Office of the Comptroller of the Currency (“OCC”) to establish Morgan Stanley Digital Trust, National Association.
The proposed national trust bank, headquartered in Purchase, NY, is expected to support Morgan Stanley’s digital-asset custody ambitions under federal oversight. Morgan Stanley Digital Trust is expected to provide custody of certain digital assets and conduct related activities, including the purchase, sale, swap and transfer of digital assets to support client investment activities. It will also facilitate staking of digital assets on a fiduciary basis and act as a collateral administrator for digital-asset lending offered by an affiliate.
The approval is conditional, meaning the trust bank cannot begin operations until it satisfies the OCC's pre-opening requirements and receives final authorization.
As part of the approval, the digital-asset trust must maintain at least $50 million in Tier 1 capital during its first three years of operation, with at least half held as eligible liquid assets. It must maintain additional eligible liquid assets sufficient to cover 180 days of operating expenses. During these three years, the trust is required to assess its capital and liquidity on a quarterly basis and engage an independent external auditor to conduct annual audits.
The trust must obtain the OCC's non-objection before appointing senior executive officers or directors during its first three years. It must also notify the OCC at least 60 days before making any significant changes to its business plan or operations.
Here’s Why This Matters for Morgan StanleyThe charter approval is strategically significant for Morgan Stanley as it strengthens the company’s push into regulated digital-asset services.
For a wealth-management-focused company like Morgan Stanley, client trust, regulatory oversight and operational reliability are critical. Bringing custody capabilities closer to its platform could improve control, reduce external dependency and enhance the client experience as demand for digital-asset exposure grows.
The trust charter provides MS with a clearer regulatory pathway to support crypto-related services such as custody, transfers, trading support and fiduciary staking. It also positions the company to capture fee opportunities across custody, servicing and related activities, while competing more effectively with established players benefiting from the institutionalization of crypto market structure.
The move complements Morgan Stanley’s broader cryptocurrency initiatives, including its partnership with crypto infrastructure provider Zerohash to introduce crypto trading capabilities for E*Trade clients. Establishing a federally regulated trust bank would give MS greater control over asset custody, settlement and operational risk management, making the initiative more than just a crypto expansion.It reflects the company’s effort to build the regulated infrastructure needed to serve investors who increasingly prefer digital-asset exposure through traditional financial institutions.
Crypto custody and related digital-asset services are unlikely to materially change Morgan Stanley’s near-term earnings profile. However, if finalized, the charter would enhance the company’s long-term growth opportunities and help it gain a competitive advantage against traditional financial institutions and crypto-focused custodians.
FinTech Taking Similar Steps as Morgan StanleyIn April 2026, Coinbase Global Inc. (COIN - Free Report) secured conditional approval from the OCC for a national trust company charter, which will help grow its crypto custody business. Once fully approved, the national trust company charter will help COIN to offer custody and related banking services nationwide.
In December 2025, Circle Internet Group’s (CRCL - Free Report) First National Digital Currency Bank, N.A. received conditional OCC approval for a crypto custody bank charter. Once fully approved, the federally regulated national trust bank would operate under OCC oversight and oversee management of the USDC Reserve for CRCL's U.S. issuer, while also supporting institutional-grade digital-asset custody capabilities.
Morgan Stanley’s Price Performance & Zacks RankMS shares have rallied 15% in the past six months, outperforming the industry’s growth of 2.8%.
Image Source: Zacks Investment Research
Currently, Morgan Stanley carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
ServiceNow NOW and Salesforce shares climbed 5% on Wednesday after Guggenheim upgraded the software companies, arguing that their valuations have become attractive despite ongoing risks posed by artificial intelligence.
The upgrade comes after a difficult year for enterprise software stocks, with investors reassessing growth prospects as AI reshapes the industry.
ServiceNow shares are down 33% so far in 2026, while Salesforce has fallen 38%.
Guggenheim analyst John DiFucci upgraded ServiceNow to Buy from Neutral and assigned a $125 price target, valuing the company at 7.5 times enterprise value to next-12-month recurring revenue.
According to DiFucci, the upgrade reflects valuation rather than optimism that ServiceNow will emerge as a major AI winner.
"We believe current levels present an attractive opportunity for investors to purchase a comfortably profitable stock likely to continue to grow at double digits," DiFucci noted, citing expected improvements in the company's US federal government business.
His discussions with management suggest that ServiceNow's government-related business could improve as disruptions tied to federal spending changes and procurement delays associated with the Department of Government Efficiency begin to ease.
DiFucci also upgraded Salesforce to Buy from Neutral, saying investors have become overly pessimistic about the software company.
He described the "Armageddon scenario" reflected in Salesforce's valuation as "misaligned with reality."
Salesforce is currently trading at about 3.7 times projected enterprise value to revenue over the next 12 months, a valuation DiFucci believes is "grossly undervalued."
AI remains a risk, not a growth driverAlthough DiFucci turned more constructive on both companies, he maintained a cautious stance on artificial intelligence.
He has previously described AI as a major threat to software companies and said that view has not changed materially.
"We want to be clear that we are not upgrading shares because we see [ServiceNow] as an AI beneficiary," he wrote, adding that he believes AI monetization is "unlikely to materialize" for the company, and that the threat of artificial intelligence "does pose significant risks."
Regarding Salesforce, DiFucci also tempered expectations for future growth.
"Realistically, the company will 'struggle to grow much, but does not decline much either,'" he said. "This is not a call that [Salesforce] will be a beneficiary of AI, but we don't believe it will decline as implied in the current valuation."
The brokerage also pointed to ongoing risks, including talent migration to AI-native startups and the company's reliance on acquisitions, including Armis, to support growth.
Separately, Evercore ISI reiterated its Outperform rating on ServiceNow with a $150 price target ahead of the company's second-quarter earnings report.
The brokerage said investor attention has shifted from long-term AI strategy toward execution over the coming quarters.
ServiceNow recently outlined its AI Control Tower strategy, AI-native product packaging, and a target of generating more than $30 billion in subscription revenue by fiscal 2030.
According to Evercore ISI, the company's long-term target implies subscription revenue compound annual growth of approximately 17.5% without requiring an acceleration in growth.
According to Evercore ISI, the company's long-term target implies subscription revenue compound annual growth of approximately 17.5% without requiring an acceleration in growth.
For the second quarter, ServiceNow guided current remaining performance obligations growth of about 19.5% in constant currency, including contributions from the Moveworks and Armis acquisitions.
Evercore ISI said investors will closely watch whether organic growth stabilizes as pressure in the federal government market eases and AI adoption increases.
The firm added that constant-currency growth of 20% to 20.5% would likely meet expectations, while results closer to 21% or higher could help ease concerns about slowing organic growth.
Broadcom oznámil tržby ve výši 22,187 miliardy USD a tržby z polovodičů pro AI ve výši 10,80 miliardy USD, což je meziročně o 143 % více. Firma zároveň očekává ve 3. čtvrtletí tržby z polovodičů pro AI na úrovni 16 miliard USD.
Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and NVIDIA (NASDAQ: NVDA) just delivered fresh AI semiconductor reports that point in similar directions but reveal very different business models.
NVIDIA closed Q1 FY2027 on May 20, 2026, and Broadcom followed with Q2 FY2026 on June 3, 2026. One sells branded GPUs to everyone. The other designs custom silicon for a handful of hyperscalers.
Custom Silicon Surges, Merchant GPUs Still Dwarf Everyone Broadcom posted $22.187 billion in revenue, up 47.9% YoY, with AI semiconductor revenue hitting $10.80 billion (+143% YoY). Hock Tan attributed the result to “increasing demand for custom AI accelerators and AI networking”, and guided Q3 AI semis to $16 billion, a triple-digit jump. The Infrastructure Software segment, anchored by VMware, added $7.178 billion at 9% growth, providing a steady subscription base.
NVIDIA operates at a different scale entirely. Data Center revenue alone reached $75.246 billion, up 92% YoY, with networking products tripling to $14.8 billion. Jensen Huang described the AI buildout as the largest infrastructure expansion in human history and pointed to Blackwell Ultra ramping at full speed. Q2 guidance landed at $91 billion, excluding any China Data Center compute.
Business Driver Broadcom NVIDIA AI Revenue (latest quarter) $10.80B $75.25B Data Center Software Anchor VMware subscriptions CUDA ecosystem Customer Pattern Few large hyperscalers Broad merchant base One Bets on Customization. One Owns the Platform. Broadcom wins by becoming indispensable to specific customers. Designing custom ASICs alongside Google, Meta, and others gives Tan a path to his stated goal of exceeding $100 billion in AI sales by 2027. That model trades volume risk for concentration risk. Lose one mega-customer and the math gets ugly fast.
NVIDIA’s playbook looks broader. Huang called the company “the only platform that runs in every cloud, powers every frontier and open source model, and scales everywhere AI is produced”.
The Vera Rubin platform, Spectrum-X networking, and a deepening partner list (Google Cloud, Anthropic, Meta, Marvell) keep the moat wide. The cost: China revenue has effectively vanished from Data Center compute, and supply-related commitments now total $119.0 billion, a meaningful cash bet.
Valuation tells its own story. AVGO trades at 61 trailing earnings and 32 forward. NVDA sits at 30 trailing and 22 forward, with a far heavier profit base.
The Next Test Is Customer Concentration Versus China I will be watching whether Broadcom’s Q3 AI ramp to $16 billion actually lands, and whether more than two or three hyperscalers contribute. For NVIDIA, the question is whether Blackwell Ultra and the Vera Rubin rollout can offset the China gap while sustaining 75% gross margins.
AVGO is down 16.5% over the past month and NVDA 7.55%, so the AI trade is clearly cooling. Hyperscaler capex commentary in July is the next data point worth tracking for both names.
How The Setup Frames Up From Here On scale, NVIDIA leads decisively, with a software moat that keeps compounding and a forward multiple that looks reasonable relative to 85.2% revenue growth.
Broadcom’s profile looks more like a complement. The custom ASIC story is real, and Tan’s execution has been clean across 8 consecutive quarters of EPS beats, though the concentration risk and richer multiple are worth weighing.
For income-oriented investors, Broadcom’s $0.65 quarterly dividend stands out. Hyperscaler capex commentary this summer will be the key swing factor for both names.
Lucid propustí asi 1 500 lidí, tedy přibližně 18 % zaměstnanců, a zrušila druhou směnu v továrně v Arizoně. Firma zároveň stáhla výhled po slabých dodávkách.
If investors hoping to find the next Tesla only glanced at Lucid (LCID +1.05%), it's easy to understand the intrigue. Lucid designed and delivered some of the most technologically advanced and efficient electric vehicles (EVs) in the world. They helped set benchmarks in range and battery efficiency, and the company strung together eight consecutive quarters of record deliveries, which ran through the end of 2025. Lucid even had an extremely wealthy backer in Saudi Arabia's Public Investment Fund (PIF), which poured billions into the young EV maker.
If investors dug deeper, they would have found just as many, or more, flaws with the company, including production hiccups, massive cash burn, and a failure to drive down vehicle unit economics. Worse yet, red flags have been popping up recently, and the situation appears increasingly dire.
What now? Last week, Lucid announced it would lay off roughly 1,500 employees, or about 18% of its current workforce. And this isn't the first recent instance. Just four months ago, Lucid cut 12% of its workforce.
Public relations can try to spin this as a smart move to make the EV maker more competitive and cost-efficient moving forward, but the truth is this is a substantial workforce slashing across multiple moves in a short four-month span.
Lucid's recent red flags don't stop with its employee cuts, either. The company also confirmed last week that it eliminated the second production shift at its Casa Grande, Arizona, factory.
There isn't much of a positive spin you can put on this, as it's simply trying to match production with lower-than-anticipated consumer demand for its vehicles and to balance inventory that had become bloated after a supplier issue slowed deliveries of the Gravity SUV. During the first quarter of 2026, the company produced 5,500 vehicles and delivered only just over 3,000, prompting it to pull its guidance and indicating it will provide more insight during the second-quarter earnings call.
Image source: Lucid.
Jumping ship? Further complicating matters is that Lucid's recent CEO is a bit of an unusual choice, and executive turnover is mounting.
Marc Winterhoff, who did an admirable job as interim CEO for over a year and was supposed to stay on as chief operating officer after the new CEO, Silvio Napoli, took over, has now left the company. In a regulatory filing, Lucid noted that it had eliminated the COO position.
Winterhoff's departure follows a slew of executive turnover. Starting from the top, founder and longtime CEO Peter Rawlinson unexpectedly resigned in February 2025, followed by chief engineer Eric Back being let go later that year. More recently, Emad Dlala resigned earlier this month, which also seemed a bit odd after receiving a promotion just a few months earlier. In total, more than a dozen top executives have left the young EV maker in the past two years.
This makes the executive turnover more curious: Napoli appears to be an unusual pick to run the EV start-up. Napoli built a career at a Swiss company, Schindler Group, a maker of elevators and escalators -- while an industry outsider, his overall experience could still be valuable to Lucid.
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What it all means Lucid's moves to cut workforce and overhead by the third quarter are expected to cost the company roughly $32 million in severance pay but will save about $158 million in annualized costs. No matter how you slice it, those are not a level of cost cuts that can save Lucid as it heads toward a conundrum of cutting significant workforce while also preparing for its next more affordable mass-market vehicle, the Cosmos SUV, expected to start under $50,000.
While investors believed Lucid could produce high-quality vehicles, it never delivered the financial metrics to keep them on board. Lucid's net loss in 2025 hit $2.7 billion, flat with the prior year's $2.71 billion; its operating loss widened from $2.4 billion in 2024 to $3.5 billion in 2025; and its cash burn was a staggering $3.8 billion in 2025 alone.
It's easy to root for Lucid, but it is increasingly difficult to imagine how it becomes a viable investment and much easier to see how it could speed toward bankruptcy, especially if the PIF backing were to end.
Lam Research by mohl ve 4. čtvrtletí dosáhnout hrubé marže 50,5 %, poprvé nad 50 %, díky silné poptávce po AI čipech a pokročilých nástrojích pro leptání a depozici.
Key Takeaways Lam Research targets a Q4 gross margin of 50.5%, its first guide above the 50% level.AI demand for advanced etch and deposition tools is boosting product mix and profitability.Advanced packaging revenues are expected to rise more than 50% in 2026 as AI chip investment grows. Artificial intelligence (AI) is emerging as the biggest driver of Lam Research Corporation’s (LRCX - Free Report) profitability, and it could help the company achieve a new high in the gross margin in the fourth quarter of fiscal 2026. Strong demand for advanced memory, foundry and packaging equipment is improving the product mix and allowing Lam Research to generate higher returns from its product portfolio.
In the third quarter of fiscal 2026, Lam Research reported a non-GAAP gross margin of 49.9%, up from 49.7% in the previous quarter and 49% a year ago. Revenues climbed 24% year over year to a record $5.84 billion, while non-GAAP earnings per share increased 41% to a record $1.47. The company also delivered a 35% non-GAAP operating margin, reflecting strong execution and disciplined cost management.
Management expects the momentum to continue. For the fourth quarter of fiscal 2026, Lam Research projected revenues of $6.6 billion at the midpoint and a non-GAAP gross margin of 50.5%, marking the first time the company has guided for a margin above the 50% level. This outlook is supported by higher demand for advanced etch and deposition tools used in AI chips and high-bandwidth memory production.
AI is also expanding Lam Research’s long-term growth opportunities. The company expects advanced packaging revenues to increase by more than 50% in calendar year 2026 as chipmakers invest in complex packaging technologies for AI processors. At the same time, management forecasts wafer fabrication equipment spending of about $140 billion this year.
If AI-driven investments remain strong and Lam Research continues improving its product mix, the company has a solid chance of delivering another record gross margin in the upcoming fiscal fourth quarter.
How Competitors Fare Against Lam ResearchKLA Corporation (KLAC - Free Report) and Applied Materials, Inc. (AMAT - Free Report) remain two of the biggest competitors challenging Lam Research as AI-driven semiconductor demand lifts profitability across the equipment industry.
KLA focuses on process control, inspection and yield management solutions. As AI chips become more complex, semiconductor makers need more testing and monitoring tools to improve production efficiency.
KLAC's strong exposure to advanced logic and memory manufacturing has helped it maintain healthy margins and steady cash flow growth. The company's non-GAAP gross margin has been above 60% over the past several quarters.
Applied Materials has also benefited from rising AI and memory spending. In its last reported results for the second quarter of fiscal 2026, the company generated Semiconductor Systems revenues of $5.97 billion, supported by strong DRAM and advanced packaging demand.
Applied Materials continues to invest heavily in materials engineering and advanced chip packaging technologies, areas that are becoming increasingly important for AI servers and high-bandwidth memory. In the second quarter, the company's non-GAAP gross margin expanded 80 basis points year over year to 50%.
LRCX’s Share Price Performance, Valuation and EstimatesShares of Lam Research have surged 153.9% year to date compared with the Zacks Electronics – Semiconductors industry’s rise of 54.9%.
Lam Research YTD Price Return Performance
Image Source: Zacks Investment ResearchFrom a valuation standpoint, Lam Research trades at a forward price-to-earnings ratio of 76.24, significantly higher than the industry’s average of 35.94.
Lam Research Forward 12-Month P/E Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Lam Research’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 37.2% and 38.3%, respectively. Estimates for fiscal 2026 have been revised upward over the past 30 days, while estimates for fiscal 2027 have been raised northward over the past seven days.
Image Source: Zacks Investment Research
Lam Research currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Toyota Motor North America v červnu v USA prodala 212 793 vozů, což je meziročně o 10,1 % více. Prodeje elektrifikovaných vozů vyskočily o 35 % na 122 063 a tvořily 57,4 % celkového objemu.
RAV4 Hybrid achieved an all-time best-ever Best-ever June sales for Lexus division 33 electrified vehicle options available between both Toyota and Lexus brands TMNA June electrified vehicle sales of 122,063, up 35.0 percent , /PRNewswire/ -- Toyota Motor North America (TMNA) today reported June 2026 U.S. sales of 212,793 vehicles, up 10.1 percent on a volume basis and up 5.7 percent on a daily selling rate (DSR) basis compared to June 2025. Sales of electrified vehicles for the month totaled 122,063, up 35.0 percent on a volume basis and up 29.6 percent on a DSR basis, representing 57.4 percent of total sales volume.
Toyota Motor North America Reports June, Second Quarter 2026 U.S. Sales Results For the second quarter, TMNA reported sales of 673,971 vehicles, up 1.1 percent on a volume basis and up 1.1 percent on a DSR basis versus the second quarter of 2025. Sales of electrified vehicles for the second quarter totaled 383,091, up 19.5 percent on a volume basis and up 19.5 percent on a DSR basis, representing 56.8 percent of total sales volume.
Toyota division posted June sales of 183,627 vehicles, up 11.2 percent on a volume basis and up 6.8 percent on a DSR basis. For the quarter, Toyota division reported sales of 585,211 vehicles, up 2.6 percent on a volume basis and up 2.6 percent on a DSR basis.
Lexus division posted June sales of 29,166 vehicles, up 3.9 percent on a volume basis and down 0.3 percent on a DSR basis. For the quarter, Lexus division reported sales of 88,760 vehicles, down 7.5 percent on a volume basis and down 7.5 percent on a DSR basis.
"Our second-quarter results reflect continued momentum across the Toyota and Lexus lineups," said Andrew Gilleland, senior vice president, Automotive Operations Group, Toyota Motor North America. "Strong demand and disciplined inventory management have fueled consistent gains versus a year ago, and accelerating interest in our electrified vehicles—with month-over-month growth throughout the quarter—reinforces that our multi-pathway approach is resonating. Combined with our commitment to affordability and a broad range of vehicles starting under $35,000, we're well-positioned to expand access to electrification while delivering value across every powertrain."
Highlights (volume basis unless otherwise noted)
TMNA:
Second quarter sales up 1.1 percent Second quarter electrified vehicle sales of 383,091, up 19.5 percent June sales up 10.1 percent June electrified vehicle sales of 122,063, up 35.0 percent 33 total electrified vehicles currently available in dealerships between both the Toyota and Lexus brands Among the lowest incentives among full-line manufacturers Toyota Division:
RAV4 Hybrid achieved an all-time best-ever All-time best-ever electrification mix at 61.4% Second quarter sales up 2.6 percent Second quarter electrified vehicle sales of 345,791, up 21.1 percent June sales up 11.2 percent June electrified vehicle sales of 110,627, up 38.0 percent Lexus Division:
Achieved an all-time best-ever June Second quarter sales down 7.5 percent Second quarter electrified vehicle sales of 37,300, up 6.5 percent June sales up 3.9 percent June electrified vehicle sales of 11,436, up 11.7 percent About Toyota
Toyota (NYSE:TM) has been a part of the cultural fabric in North America for nearly 70 years, and is committed to advancing sustainable, next-generation mobility through our Toyota and Lexus brands, plus our more than 1,800 dealerships.
Toyota directly employs nearly 64,000 people in North America who have contributed to the design, engineering, and assembly of more than 50 million cars and trucks at our 14 manufacturing plants. In 2025, Toyota's plant in North Carolina began to assemble automotive batteries for electrified vehicles.
For more information about Toyota, visit www.ToyotaNewsroom.com.
Key Takeaways Pacira will divest iovera to Zimmer Biomet for up to $140M, with closing expected in Q3 2026.PCRX to receive $70M upfront plus up to $70M in potential milestones and plans to reduce debt with the cash. Zimmer Biomet gains iovera rights and will collaborate with PCRX on the registrational spasticity program. Pacira BioSciences (PCRX - Free Report) is reshaping its business through an agreement to divest its iovera medical device franchise to Zimmer Biomet (ZBH - Free Report) for up to $140 million. The deal marks another step in Pacira's strategy to transition toward an innovative biopharmaceutical company while allowing Zimmer Biomet to expand its portfolio of pain management technologies. The closing of the transaction is expected in the third quarter of 2026, subject to customary closing conditions.
The iovera system is an FDA-cleared, drug-free cryoneurolysis device that uses controlled cold therapy to temporarily interrupt peripheral nerve signaling and relieve pain. It is approved for destroying tissue during surgical procedures and creating lesions in peripheral nervous tissue to block pain. It is also indicated for relieving pain and symptoms associated with knee osteoarthritis (OA) for up to 90 days, with some patients experiencing longer-lasting benefits.
The system can also assist with nerve targeting when used with compatible stimulation components. Clinical studies have shown that patients treated with iovera after total knee replacement surgery experienced improved knee symptoms and function, lower pain intensity and a 45% reduction in opioid use during the 12 weeks following surgery.
More on PCRX's iovera Divestiture Deal With ZBHUnder the agreement, Pacira will receive up to $140 million from Zimmer Biomet, consisting of $70 million in upfront cash and potential milestone payments tied to future revenues totaling up to an additional $70 million through Dec. 31, 2031. ZBH will acquire all rights related to the development, manufacturing and commercialization of the iovera platform. Pacira expects to use the upfront proceeds to strengthen its balance sheet, including reducing borrowings under its senior secured revolving credit facility.
The companies will also collaborate on advancing the iovera spasticity program. Pacira could earn incremental compensation if the program successfully completes its registrational study and secures regulatory approval. To facilitate the transfer of the business, the companies plan to establish a customary transition services agreement upon the potential closing of the deal.
Year to date, PCRX shares have lost 2% compared to the industry’s 6.3% growth.
Image Source: Zacks Investment Research
The divestiture aligns with Pacira's broader strategy of sharpening its focus on innovative biopharmaceutical products while monetizing a non-core medical device asset. The cash infusion is expected to enhance financial flexibility, support debt reduction and allow greater emphasis on its long-term growth priorities.
For Zimmer Biomet, the acquisition expands its portfolio with an established, FDA-cleared pain management technology that complements its orthopedic franchise. The company is also expected to leverage its global commercial infrastructure and medical device expertise to broaden adoption of iovera, while the continued collaboration on the spasticity program provides both companies with an opportunity to create additional long-term value.
PCRX’s Other Marketed ProductsApart from the iovera system, Pacira’s marketed product portfolio comprises two drugs — Exparel and Zilretta.
Exparel is PCRX’s flagship pain-management product, initially launched in 2012. It is a long-acting local analgesic currently approved for infiltration, fascial plane block, and as an interscalene brachial plexus nerve block, an adductor canal nerve block and a sciatic nerve block in the popliteal fossa for postsurgical pain management.
Zilretta, on the other hand, is approved as an extended-release intra-articular injection for providing relief to OA patients with knee pain.
Pacira is also currently looking to expand Zilretta’s indication to include treatment for OA pain in the shoulder. Enrollment in the phase III registrational study of Zilretta for this indication has been completed, with top-line results expected later this year. Based on the success of the study, the company plans to seek label expansion of the drug for OA pain in the shoulder.
Beyond its marketed products, PCRX is developing a pipeline of clinical-stage therapies for musculoskeletal pain and related indications. Its most advanced candidate, PCRX-201 (enekinragene inzadenovec), is a novel locally administered gene therapy being evaluated in a phase II study for knee OA.
PCRX’s Zacks Rank & Other Stocks to ConsiderPacira currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks in the biotech sector are Liquidia Corporation (LQDA - Free Report) and Immunocore (IMCR - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 60 days, estimates for Liquidia’s 2026 EPS have increased from $1.75 to $3.02. Over the same period, EPS estimates for 2027 have also risen from $2.91 to $4.92. LQDA shares have surged 131.1% year to date.
Liquidia’searnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 54.40%.
The estimate for Immunocore’s 2026 EPS is currently pegged at 6 cents, while the same for its 2027 EPS is currently pegged at 87 cents. IMCR shares have lost 8.5% year to date.
Immunocore’s earnings beat estimates in three of the trailing four quarters while missing the same on the remaining occasion, with the average surprise being 46.66%.
Lumentum ve 3. čtvrtletí fiskálního roku 2026 zvýšil tržby divize Components na rekordních 533,3 mil. USD, tedy 66 % celkových tržeb. Firma čeká, že ultra-výkonné laserové čipy a CPO začnou významně přispívat později v roce 2026.
Key Takeaways Lumentum's Components segment hit a record $533.3M, making up 66% of Q3 revenues.AI data-center demand drove record EML chip shipments and strong laser assembly growth.Ultra-high-power laser chips and CPO are expected to become meaningful contributors later in FY26. Lumentum Holdings’ (LITE - Free Report) component business is accelerating rapidly, positioning the company for continued revenue growth as AI-driven demand for optical networking solutions remains robust. In the third quarter of fiscal 2026, Lumentum's Components segment generated a record $533.3 million, accounting for 66% of total revenues, while revenues climbed 20.2% sequentially and 77.3% year over year, underscoring that components have become the primary engine of its business expansion.
The strong performance was driven by record shipments of electro-absorption modulated laser (EML) chips, more than 120% year-over-year growth in narrow-linewidth laser assemblies and 80% growth in pump lasers, fueled by rising demand from hyperscale AI data centers. Management also noted that several high-growth component categories remain effectively sold out, while its Japan wafer fabrication capacity is fully allocated, indicating sustained customer demand and strong revenue visibility.
Lumentum is also laying the groundwork for its next phase of growth through ultra-high-power laser chips and co-packaged optics (CPO), which management expects to become meaningful revenue contributors later in 2026. The richer mix of premium AI components helped lift non-GAAP operating margin to 32.2% in the reported quarter, demonstrating that the company is not only growing revenue but also improving profitability.
Lumentum's recent updates underscore that optical components are becoming indispensable to next-generation AI infrastructure, with co-packaged optics emerging as another meaningful growth driver. As hyperscale cloud providers accelerate investments in AI networking, the company's expanding portfolio of advanced optical components is well positioned to capture this demand. Its increased fourth-quarter fiscal 2026 revenue guidance of $960 million-$1.01 billion further suggests that management expects the strong momentum in the Components segment to continue, strengthening LITE's long-term growth outlook.
Lumentum Faces Stiff CompetitionLumentum faces stiff competition from Coherent Corp. (COHR - Free Report) and Applied Optoelectronics (AAOI - Free Report) as AI-driven demand for optical components, photonics and data center networking continues to accelerate.
Coherent challenges Lumentum through broad photonics capabilities, 800G/1.6T transceivers, optical circuit switches and co-packaged optics. Coherent strengthens its edge with 6-inch indium phosphide production, long-term supply agreements and aggressive capacity expansion. The company also benefits from robust AI networking demand, expanding backlog and differentiated manufacturing scale.
Applied Optoelectronics competes with Lumentum by scaling 800G and 1.6T transceivers, expanding U.S. manufacturing and leveraging in-house laser production. Applied Optoelectronics emphasizes automation, production flexibility and capacity growth to address accelerating AI infrastructure demand. It also targets co-packaged optics and hyperscale customers, reinforcing its long-term growth strategy.
LITE’s Share Price Performance, Valuation & EstimatesShares of LITE have surged 132.8% year to date compared with the Computer and Technology sector’s growth of 18.2%.
LITE’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, LITE trades at a forward price-to-sales ratio of 22.26X, significantly higher than the sector’s average of 6.62X. LITE carries a Value Score of F.
LITE’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for LITE’s fiscal 2027 earnings implies year-over-year growth of 118.77%. The consensus estimate for fiscal 2027 has been revised upward in the past 30 days.
Image Source: Zacks Investment Research
Lumentum stock carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Amcor uzavřel partnerství s Kelpi na vývoji řasových nátěrů pro udržitelnější obaly. Technologie má zlepšit bariérové vlastnosti i recyklovatelnost a snížit uhlíkovou stopu.
Key Takeaways Amcor partnered with Kelpi to develop seaweed-based coatings for sustainable packaging materials.AMCR is testing the technology to expand AmFiber with strong barriers and recyclability.AMCR expects bio-based coatings to reduce fossil feedstock use and lower carbon footprints. Amcor plc (AMCR - Free Report) announced a partnership with Kelpi to develop advanced coating technologies that will boost the company’s performance and sustainability of packaging materials. This move is in sync with AMCR’s strategy to focus on developing sustainable packaging solutions with high functional standards.
Details of Amcor-Kelpi PartnershipKelpi is a U.K.-based startup whose technology offers incredible potential by combining processability, gas and moisture barrier performance, and paper recyclability. Kelpi’s proprietary coating technology platform, which is a bio-based seaweed material designed to deliver high barrier performance. It is also compatible with recycling streams for fiber-based packaging.
Amcor is testing the technology to expand its AmFiber portfolio, ensuring these fiber-based solutions meet strict requirements for barrier performance, high running speeds and circularity. By using bio-based coatings, Amcor will gain from the reduced reliance on fossil fuel-derived feedstocks and greater use of renewable resources. This will result in a lower carbon footprint. The partnership will combine Kelpi’s technology with Amcor’s global research, development capabilities and scale to test commercially viable, scalable solutions for customers.
Amcor’s Q3 PerformanceAMCR delivered third-quarter fiscal 2026 adjusted earnings of 96 cents per share, rising 6% year over year and meeting the Zacks Consensus Estimate. Reported net sales climbed 77% from the year-ago quarter to $5.91 billion and beat the consensus mark of $5.69 billion.
Results reflected the first full year of the Berry combination and continued integration progress, including $77 million of acquisition synergies in the quarter, along with cost and productivity actions that supported profitability.
AMCR’s Price PerformanceOver the past year, the company’s shares have lost 5% compared with the industry’s 3.7% decline.
Image Source: Zacks Investment Research
Amcor’s Zacks Rank & Stocks to ConsiderAMCR currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks from the Industrial Products sector are Tennant Company (TNC - Free Report) , Fastenal Company (FAST - Free Report) and RBC Bearings Incorporated (RBC - Free Report) . TNC flaunts a Zacks Rank #1 (Strong Buy), and FAST and RBC carry a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank stocks here.
Tennant has an average trailing four-quarter earnings surprise of 40.8%. The Zacks Consensus Estimate for TNC’s 2026 earnings is pinned at $5.12 per share. The company’s shares have gained 14% in a year.
Fastenal has an average trailing four-quarter earnings surprise of 0.1%. The Zacks Consensus Estimate for FAST’s 2026 earnings is pinned at $1.23 per share, which indicates year-over-year growth of 13.1%. The company’s shares have grown 14% in a year.
The Zacks Consensus Estimate for RBC Bearings’ fiscal 2027 earnings is pegged at $14.17 per share. The company has a trailing four-quarter average earnings surprise of 6.2%. RBC shares have gained 65% in a year.
Shell prodá podíly v Na Kika, souvisejících polích a Coulombu za 1,7 mld. USD v hotovosti. Talos Energy tím rozšíří operace v Mexickém zálivu a získá přibližně 23 mil. boe prokázaných rezerv.
Key Takeaways Shell will sell Na Kika, related fields and Coulomb interests for $1.7B in cash, pending approvals.SHEL's sale to support its focus on higher-value assets while retaining select future economic interests.Talos Energy expects the deal to expand Gulf operations with added reserves and immediate financial benefits. Shell plc (SHEL - Free Report) and Talos Energy Inc. (TALO - Free Report) have entered into a definitive agreement under which Shell will sell its interests in the Na Kika platform, associated offshore fields and the Coulomb tieback in the Gulf of America to subsidiaries of Talos Energy and Ridgewood Energy for a total consideration of $1.7 billion in cash. The transaction marks another significant step in Shell's strategy to simplify and strengthen its global energy portfolio, reflecting the company's disciplined approach to capital allocation and long-term value creation.
The agreement also underscores Shell's commitment to concentrating investments on assets capable of delivering sustainable returns while monetizing mature operations that no longer align with its long-term production priorities.
A Strategic Move Toward Higher-Value AssetsThe divestment includes Shell's interest in the Na Kika platform and associated fields, along with the Coulomb tieback. These assets contributed approximately 37,000 barrels of oil equivalent per day (boe/d) net to Shell during 2025. However, they are not expected to remain meaningful contributors to Shell's production profile by 2030, making this an opportune time to unlock value through a strategic sale.
The transaction between Shell and Talos Energy, each carrying a Zacks Rank #3 (Hold) at present, has an effective date of July 1, 2025, and is expected to close by the end of 2026, subject to customary regulatory approvals and closing conditions.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Maintaining Future Value Beyond the SaleWhile divesting these mature assets, Shell has carefully structured the transaction to preserve exposure to future opportunities.
The company will retain certain upside-linked payments tied to future asset performance, royalty interests associated with new Na Kika tieback developments and offtake rights that provide continued commercial benefits.
This balanced approach enables Shell to realize immediate value while maintaining participation in future developments should additional resources be brought online.
Assets With a Long Operating HistoryThe assets being sold have been important contributors to Shell's deepwater Gulf operations for decades.
BP p.l.c. (BP - Free Report) -operated Na Kika platform — Shell's only non-operated platform in the Gulf of America — commenced production in 2003, while production at the Coulomb field began in 2005. At the end of 2025, Shell reported proved reserves of approximately 4.3 million boe for Na Kika and 7.2 million boe for Coulomb.
BP is currently the operator of the Na Kika platform and owns the remaining 50% interest in the block. BP also retains a 30-day preferential purchase right related to the transaction.
Supporting Shell's Long-Term Energy StrategyThe divestment aligns with Shell's ongoing strategy of actively managing its global portfolio by directing capital toward assets capable of generating stronger long-term returns.
Rather than maintaining ownership of mature fields with declining strategic importance, Shell continues to optimize its upstream portfolio through selective acquisitions, targeted investments and disciplined asset sales. This approach strengthens financial flexibility while allowing the company to focus on projects that support profitable growth and resilient cash generation.
Portfolio optimization remains a core element of Shell's broader strategy to enhance shareholder value while adapting to evolving market dynamics and capital priorities.
Talos Energy Sees Growth OpportunityFor Talos Energy, the acquisition represents a strategic expansion of its deepwater Gulf operations. The company will acquire a 50% working interest and operatorship in the Coulomb field and a 25% non-operated working interest in the BP-operated Na Kika platform and the associated Kepler, Ariel, Fourier and Herschel fields.
The acquired interests produced approximately 16,000 boe/d during the first quarter of 2026, with nearly 77% consisting of oil. Talos Energy estimates the transaction will add roughly 23 million boe of proved reserves, along with approximately 10 million boe of probable reserves, creating additional development opportunities over the coming years.
Talos Energy intends to finance the acquisition through a combination of cash on hand and debt, supported by a $150 million increase in its borrowing base, while expecting the transaction to be immediately accretive to key financial metrics.
Looking AheadThe sale reinforces Shell's disciplined capital allocation strategy by monetizing mature Gulf of America assets while retaining selected future economic interests. By streamlining its upstream portfolio and focusing investment on higher-value opportunities, the company continues to strengthen its competitive position and maintain the flexibility needed to pursue long-term growth across its global energy business.
As the transaction progresses toward its expected closing by the end of 2026, it marks another important milestone in Shell's ongoing portfolio transformation and commitment to delivering sustainable value for its shareholders.
Mezinárodní tržby Celsius Holdings vzrostly v 1. čtvrtletí 2026 o 55 % na 35,3 mil. USD díky Nordics a dalším expanzním trhům. Firma zároveň spustila CELSIUS ve Španělsku přes Suntory a čeká vstup do Portugalska.
Key Takeaways CELH is expanding beyond North America through a measured, partnership-led international strategy. International revenues rose 55% to $35.3M, driven by the Nordics and newer expansion markets. CELH launched in Spain through Suntory, with Portugal expected as the next European market. Celsius Holdings, Inc. (CELH - Free Report) is expanding its global footprint beyond North America through a measured, partnership-led strategy. International remains a smaller part of the business, but the latest quarter showed clear progress across both established markets and newer expansion regions.
International revenues increased 55% year over year to $35.3 million in the first quarter of 2026 from $22.7 million in the prior-year period. Growth was driven by the Nordics and continued momentum in expansion markets, including the United Kingdom, Ireland, France, Australia, New Zealand and Benelux.
The company also advanced its European expansion with the launch of CELSIUS in Spain through an exclusive sales and distribution agreement with Suntory Beverage & Food Spain. Portugal is expected to be the next market in the European footprint, also through the Suntory partnership. This reflects Celsius’ focus on key markets, strong local partnerships, disciplined launch plans, and sustained marketing and distribution support.
The setup gives Celsius a longer international runway, especially as its global headquarters in Dublin is now in place to support deeper execution in existing markets and future market entries. However, the scale gap remains significant. International revenues of $35.3 million were still far below North America’s $747.3 million in the quarter, implying that the overseas business is growing quickly but from a much smaller base.
For now, CELH’s international strategy appears to be gaining traction, supported by growth in existing markets, the Spain launch and a planned Portugal entry through Suntory. Still, sustaining a 55% growth rate will depend on steady execution across current expansion markets and disciplined new-market rollouts.
CELH Stock Price Performance, Valuation & EstimatesShares of Celsius Holdings have tumbled 36.3% over the past year compared with the industry’s decline of 23.8%. The company currently carries a Zacks Rank #3 (Hold).
CELH Price Performance Versus Industry
Image Source: Zacks Investment Research
From a valuation standpoint, CELH trades at a forward price-to-earnings ratio of 16.46, higher than the industry’s average of 14.42.
CELH Valuation Compared to Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CELH’s current and next fiscal-year earnings per share implies year-over-year growth of 18.7% and 23.8%, respectively.
Better-Ranked Stocks to ConsiderDarling Ingredients Inc. (DAR - Free Report) is a global leader in converting food waste and animal by-products into sustainable ingredients and renewable energy products. DAR 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 Darling Ingredients’ current fiscal-year sales and earnings suggests a year-over-year increase of 12.3% and 575.6%, respectively. DAR delivered a trailing four-quarter earnings surprise of 14.8%, on average.
B&G Foods, Inc. (BGS - Free Report) manufactures, markets and distributes a broad portfolio of shelf-stable, frozen and specialty food products. BGS carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for B&G Foods’ current financial-year earnings calls for year-over-year growth of 11.8%.
Tyson Foods, Inc. (TSN - Free Report) , a major food company focused on chicken, beef, pork and prepared foods, carries a Zacks Rank #2 at present.
The Zacks Consensus Estimate for Tyson Foods’ current financial-year sales and earnings indicates growth of 4.4% and 1.1%, respectively, from the prior-year reported levels. TSN delivered a trailing four-quarter earnings surprise of 18.1%, on average.
Five Below těží z investic do digitálního marketingu: ve 1. čtvrtletí fiskálního roku 2026 stouply srovnatelné tržby o 22,7 %. Firma zároveň zvýšila výhled tržeb na 5,4–5,48 mld. USD.
Key Takeaways Five Below's social-first strategy helped drive 22.7% comparable sales growth in fiscal Q1 2026.FIVE shifted media spending toward social platforms, creator content and direct digital engagement.Five Below raised its fiscal 2026 guidance to $5.4-$5.48 billion in sales and 6-8% comparable sales growth. Five Below, Inc. (FIVE - Free Report) is benefiting from increased investment in digital marketing, reflecting its efforts to strengthen customer engagement and broaden brand awareness. During the first quarter of fiscal 2026, management highlighted a social-first strategy that resonated with Gen Alpha, Gen Z and millennial shoppers, contributing to a 22.7% increase in comparable sales and helping drive strong traffic trends across the business.
The company's evolving marketing approach has played an important role in expanding customer reach. Five Below has shifted media spending toward social platforms, creator content and direct digital engagement, allowing it to react more quickly to emerging consumer trends. Management noted that the retailer is increasingly leveraging social listening capabilities to identify popular products and amplify demand through targeted campaigns and in-store activations.
Artificial intelligence ("AI") is also becoming a more meaningful component of Five Below's marketing toolkit. During the first quarter, the company deployed AI-generated content in connected TV advertisements focused on seasonal moments, enabling faster content creation and more relevant messaging. These initiatives have improved engagement with customers while helping Five Below remain agile in responding to changing consumer interests.
The retailer is simultaneously investing in customer relationship initiatives to enhance marketing effectiveness. Five Below continues to build its e-mail database, which is expected to sharpen targeting capabilities and support more personalized communication. Management indicated that expanding this customer file could create opportunities to deepen relationships, improve retention and eventually support broader loyalty initiatives.
The company believes digital marketing investments remain in the early stages but are already delivering encouraging results. Reflecting management’s confidence in its strategy and customer engagement initiatives, Five Below raised its fiscal 2026 outlook and expects net sales of $5.4-$5.48 billion, representing approximately 14% year-over-year growth at the midpoint, along with comparable sales growth of 6-8% for the year.
ULTA & BBWI’s Digital Initiatives vs. FIVEUlta Beauty, Inc. (ULTA - Free Report) is advancing its digital strategy through investments in e-commerce, social commerce and artificial intelligence. The company expanded same-day delivery through Uber Eats, introduced Klarna payment options and launched the TikTok Shop to enhance discovery and engagement.
Ulta Beauty is leveraging AI-powered personalization, loyalty data and its Ulta AI shopping assistant to improve product recommendations and customer experiences. Complementing these efforts, a recent NielsenIQ study commissioned by Ulta Beauty found that 73% of Gen Alpha beauty consumers use personalization tools, underscoring the growing influence of AI in beauty discovery. These initiatives position Ulta Beauty to drive long-term digital growth and strengthen customer relationships.
Bath & Body Works, Inc. (BBWI - Free Report) is accelerating the digital transformation through initiatives to improve customer engagement and expand its reach. The company plans to relaunch its website with a mobile-first design, enhanced storytelling capabilities and a faster checkout experience to reduce friction for shoppers. Bath & Body Works is also seeing early digital gains, including roughly a 10% increase in conversion among new customers, while its growing Amazon presence is helping attract younger and more affluent consumers.
Bath & Body Works is leveraging richer visual content, social engagement and digital channels to strengthen brand discovery and support long-term e-commerce growth.
FIVE’s Price Performance, Valuation & EstimatesFIVE's shares have rallied 36.9% over the past year against the industry’s decline of 9.4%.
Image Source: Zacks Investment Research
From a valuation standpoint, Five Below is trading at a trailing 12-month price-to-sales ratio of 1.97X, up from the industry average of 1.60X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Five Below’s fiscal 2026 earnings implies year-over-year growth of 34.3%, whereas the same for fiscal 2027 indicates an uptick of 9.3%. Estimates for fiscal 2026 and 2027 have been revised upward by 70 cents and 63 cents, respectively, in the past 30 days.
Image Source: Zacks Investment Research
Five Below currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Progress Software po zveřejnění výsledků za 2. fiskální čtvrtletí a zvýšení celoročního výhledu prudce roste. Tržby 253,5 milionu USD i upravený zisk 1,62 USD na akcii překonaly odhady.
Progress Software (PRGS +19.12%) stock is surging in Wednesday's trading, having risen 17.9% as of 11 a.m. ET. The S&P 500 was flat% at the same point in the daily session, and the Nasdaq Composite was down 0.4%.
After yesterday's market close, Progress published results for the second quarter of its current fiscal year -- which ended May 31. The company posted sales and earnings for the period that beat Wall Street's expectations, and investors are also liking the software specialist's forward guidance.
Image source: Getty Images.
Progress Software beats Wall Street's fiscal Q2 targets Progress Software recorded non-GAAP (adjusted) earnings of $1.62 on sales of $253.5 million in fiscal Q2, beating the average Wall Street analyst estimate's call for per-share earnings of $1.49 on sales of $242.74 million. Sales unexpectedly rose 6.7% year over year in the quarter, and net income surged 24% compared to the prior-year period. The company saw strong demand across its product portfolio, with AI-powered offerings helping to lift sales and earnings performance in the quarter.
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What's next for Progress Software? Along with its fiscal Q2 report, Progress raised its earnings guidance for the fiscal year. The company now expects sales for the period to come in between $990 million and $1.02 billion -- up from its previous guidance for sales between $988 million and $1 billion. Meanwhile, adjusted earnings per share are projected to be between $6.09 and $6.21 -- with the midpoint of its guidance reflecting an $0.18 per share increase over its previous target.
The company also hiked its targets for adjusted free cash flow to between $271 million and $283 million for the year and unlevered free cash flow to between $323 million and $334 million. With Progress Software posting better-than-expected fiscal Q2 results and forward guidance and investors rotating cash back into software stocks, the company's valuation is getting a big boost today.
Keith Noonan has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Surventis, dříve BASF Coatings, se osamostatnila jako globální lídr v automobilových nátěrech a povrchových úpravách. Firma uvádí roční tržby za rok 2025 ve výši kolem 3,9 miliardy EUR.
Muenster, Germany, July 01, 2026 (GLOBE NEWSWIRE) --
Surventis, formerly BASF Coatings, today launched as an independent company, backed by global investment firm Carlyle in partnership with QIA, with BASF holding a 40 percent stakeWith around €3.9 billion in annual sales, around 10,700 employees and more than 42,000 customers, Surventis ranks among the world’s leading suppliers of coatings and surface treatment solutionsSurventis will strategically focus on reliability, quality, service, and performance for its customers Surventis, formerly BASF Coatings, today launched as an independent company, completing its carve-out from BASF. With around €3.9 billion in annual sales and around 10,700 employees, Surventis is one of the world’s leading suppliers of automotive coatings and surface treatment solutions. The business is majority-owned by funds managed by global investment firm Carlyle (NASDAQ: CG) in partnership with Qatar Investment Authority. BASF holds a 40% stake in Surventis. The Surventis corporate brand was unveiled today. The identity reflects a business built on superior science, a constant drive to innovate, and the momentum to act as a newly independent company, shaping the industry through technological leadership and close collaboration with its partners. The company’s new website is now live at www.surventiscoatings.com.
With a new name and brand identity, Surventis will continue to develop, produce, and market coatings and surface treatment solutions for industrial, automotive, and refinish customers worldwide. Its portfolio spans well-known brands such as Chemetall®, Glasurit®, and R-M®, delivering high-performance and sustainable solutions.
Built on deep expertise and decades of trusted relationships, Surventis serves more than 42,000 customers across over 140 countries from a network of more than 30 production and development sites, anchored by its headquarters in Muenster, Germany, which hosts the world's largest integrated paint manufacturing site.
Positioned to become the leading coatings technology company
As a standalone company, Surventis will operate with greater speed, agility, and focus. Carlyle will support the business through targeted investments in its global capabilities and local operations, drawing on its track record in carving out and building standalone industrial companies. Surventis will strategically focus on entrepreneurship, performance, and growth – helping customers succeed in today’s demanding and fast-evolving markets.
“Today marks an exciting new chapter for Surventis and for all of our employees around the world,” said Jens Luehring, Chief Executive Officer of Surventis. “I want to thank the entire team whose dedication and hard work have brought us to this milestone. We are building on more than 130 years of coatings expertise and some of the most trusted brands in the industry as we begin our journey as an independent company. Our customers will benefit from a faster, more focused partner, with our full attention on the surfaces they make and sell. Their success is our success. We are already a leader in this industry, and our ambition is clear: to become the leading coatings technology company.”
“As an independent company, Surventis is exceptionally well-positioned to accelerate innovation, deepen customer partnerships, and capture global growth opportunities. We are looking forward to supporting Jens, and the Surventis management team in their next chapter,” said Tanaka Maswoswe, Partner at Carlyle.
Surventis will continue to operate with the same products, technologies, brands and technical teams that customers rely on today. The portfolio across all three businesses remains unchanged, ensuring continuity in reliability, quality and service.
Experienced Management Team
Surventis will be led by its Executive Committee, headed by Chief Executive Officer Jens Luehring. Joining the Executive Committee are Chief Financial Officer Michael Pontzen and Chief Transformation Officer Ewout van Jarwaarde. Together with Nils Lessmann, Executive Vice President Operations Mobility/Refinish, and the leaders of the company’s three business units – Frank Naber, Executive Vice President Surface Treatment, Patrick Zhao, Executive Vice President Mobility Coatings, and Steve Arndt, Executive Vice President Refinish Coatings – they form an experienced and complementary Executive Committee, combining fresh external perspective with strong business continuity.
About Surventis (formerly BASF Coatings)
For more than 130 years, Surventis’ science and passion have gone into preparing, protecting and sealing metals and plastics across industries, finishing new vehicles with vibrant colors, and repairing them with an exact shade match. Through brands including Chemetall®, Glasurit®, and R-M®, Surventis works side by side with more than 42,000 customers in over 140 countries, finding answers to their most complex surface challenges. The company employs around 10,700 people, generated sales of about €3.9 billion in 2025, and is headquartered in Muenster, Germany. Surventis is owned by funds managed by Carlyle, with BASF holding a 40 percent stake. For more information, visit www.surventiscoatings.com.
Surventis launches as an independent global leader in automotive coatings and surface treatment
Surventis launches as an independent global leader in automotive coatings and surface treatment Surventis, formerly BASF Coatings, today launched as an independent company
Broadcom vykázal tržby za 2. čtvrtletí fiskálního roku 2026 ve výši 22,187 miliardy USD a tržby z AI polovodičů 10,80 miliardy USD, meziročně o 143 % více. Firma zároveň očekává AI tržby 16,0 miliardy USD v příštím čtvrtletí.
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Broadcom (NASDAQ:AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ:MRVL) both posted earnings centered on custom AI silicon. Broadcom reported Q2 FY2026 revenue of $22.187 billion, up 47.9% year over year, on June 3, 2026. Marvell followed with $2.418 billion in Q1 FY2027 revenue on May 27, 2026. Same theme, vastly different scale.
Custom Accelerators Explode at Broadcom. Optics Carry Marvell. Broadcom’s AI semiconductor revenue reached $10.80 billion, up 143% year over year, powered by custom AI accelerators and Ethernet AI switches for hyperscalers. CEO Hock Tan called Q3 a step change, guiding AI semi revenue to $16.0 billion, over 200% year over year. Few chipmakers can credibly deliver that forecast.
Marvell’s story is narrower but solid. Its Data Center segment hit $1.833 billion, up 27% year over year and 11% sequentially, representing 76% of total revenue. CEO Matt Murphy pointed to “exceptional AI-related bookings” across 800G and 1.6T optics, 51.2T Ethernet switches, and custom XPU designs. Real demand, yet a fraction of Broadcom’s velocity.
Business Driver Broadcom Marvell Quarterly AI revenue $10.80B $1.83B data center Growth engine Custom ASICs, VMware Optics, custom XPU Next-quarter guide ~$29.4B, +84% YoY $2.70B, +35% YoY Ironclad Hyperscaler Grip vs. Acquisition-Fueled Catch Up Broadcom holds roughly 70% share of the custom AI ASIC market and runs multi-billion-dollar hyperscaler programs with adjusted EBITDA margins near 68%. Its free cash flow of $10.262 billion in a single quarter matches roughly what Marvell generates annually.
Marvell is buying its way into the interconnect fight, closing Celestial AI on February 2, 2026 and XConn Technologies on February 10, 2026, then raising $2 billion in Series A Convertible Preferred Stock on March 31, 2026. Bold, but capital-intensive.
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Valuation sharpens the contrast. AVGO trades at a forward P/E of 32. MRVL sits at a forward P/E of 66 after a 250.96% year-to-date rally. That is steep for a smaller player.
The Q3 Earnings Report Will Settle the Argument Watch whether Broadcom lands the $16.0 billion AI quarter it promised, validating the hyperscaler pipeline through 2027. For Marvell, the tell is whether 1.6T optics and custom XPU ramps translate booked demand into gross margin expansion alongside top-line growth.
What the Fundamentals Suggest On the numbers, Broadcom trades at roughly half the earnings multiple while delivering nine times the revenue, deeper hyperscaler entrenchment, and a software leg via VMware that Marvell lacks. That combination gives AVGO’s risk-reward profile a more grounded fundamental base. Marvell’s setup appears geared toward growth-oriented positioning with concentration risk and a rich multiple, with upside tied to how quickly acquired optics scale. If AI capex tightens even modestly, the premium priced-in at MRVL is harder to defend on the fundamentals than Broadcom’s diversified $29.4 billion revenue base. On the metrics available, Broadcom screens as the more diversified infrastructure compounder.
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Atlassian ve 3. čtvrtletí fiskálního roku 2026 zvýšil RPO o 37 % na 4 miliardy USD a cloudové tržby o 29 % na více než 1,1 miliardy USD. Roste i přijetí AI Rovo a Teamwork Collection už překročila 1 miliardu USD v ročních opakovaných tržbách.
Key Takeaways Atlassian's enterprise adoption is rising as RPO jumped 37% YoY to $4B.TEAM's cloud revenues climbed 29% to over $1.1B, fueled by Jira and enterprise offerings.Rovo users are growing ARR twice as fast, while Service Collection topped $1B in ARR. Atlassian Corporation’s (TEAM - Free Report) enterprise adoption is rapidly increasing, positioning the company to accelerate recurring revenue growth through larger enterprise contracts, expanding cloud adoption and higher cross-selling opportunities. In the third quarter of fiscal 2026, remaining performance obligations (RPO) rose 37% year over year to $4 billion as major enterprises, including Siemens Energy, BBC, Rheinmetall and Wayfair, expanded their commitments and signed larger, longer-term contracts. This growing enterprise traction enhances revenue visibility and strengthens Atlassian's position as a strategic software partner for large organizations.
The company's cloud business continues to benefit from this momentum. Cloud revenues increased 29% year over year to more than $1.1 billion in the reported fiscal quarter, driven primarily by Jira seat expansion and greater adoption of Teamwork Collection and other enterprise offerings.
Artificial intelligence (AI) is emerging as another important growth catalyst. Customers using Rovo are growing annual recurring revenue at roughly twice the rate of non-Rovo users, while AI credit usage is increasing more than 20% month over month. Meanwhile, Service Collection has become a significant revenue driver, surpassing $1 billion in annual recurring revenues with more than 30% growth. Adoption has expanded beyond IT into HR, finance and legal functions, broadening Atlassian's addressable market.
Management also reported its largest-ever competitive displacement from a legacy IT service management provider, reflecting increasing enterprise preference for Atlassian's AI-native platform and integrated system of work. The Zacks Consensus Estimate projects fiscal 2027 revenue growth of 13.3%, suggesting analysts also expect enterprise adoption and platform expansion to continue supporting revenue growth.
Atlassian's Enterprise Growth Faces Pressure From RivalsMonday.com (MNDY - Free Report) and ServiceNow (NOW - Free Report) are emerging as formidable rivals, competing with Atlassian to drive enterprise adoption, deepen customer spending and accelerate AI-led monetization.
Like Atlassian, MNDY is targeting large enterprises through platform consolidation, governance and AI-driven workflows. It is accelerating monetization with consumption-based AI pricing, expanding enterprise contracts and cross-selling multiple products while leveraging its AI work platform to deepen customer spending. These strengths position MNDY to challenge Atlassian's enterprise expansion and recurring revenue growth.
While Atlassian focuses on collaboration and developer workflows, NOW competes with a broader AI-native enterprise platform spanning IT, CRM, HR and security. The company combines workflow orchestration, governance, Context Engine and hybrid pricing to drive enterprise-wide adoption and larger contracts, while strategic acquisitions expand monetization opportunities. These advantages make NOW a formidable challenger to Atlassian's enterprise growth ambitions.
TEAM’s Price Performance, Valuation & EstimatesTEAM shares have plummeted 62.4% in the past year, substantially underperforming both the Zacks Computer & Technology sector's 39.4% gain and the Internet – Software industry's 18.4% decline.
TEAM’s One-Year Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, Atlassian trades at a forward 12-month price-to-sales ratio of 3.05X, well below the sector’s average of 6.62X. It has a Value Score of D.
TEAM’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for TEAM’s fiscal 2027 earnings is currently pegged at $6.07 per share, which remains unchanged over the past 30 days. The projected figure reflects year-over-year earnings growth of 10.8%.
Image Source: Zacks Investment Research
TEAM stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Gartner označil Tenable za společnost, kterou je třeba porazit v hodnocení expozice s využitím AI. Firma podle zprávy vyniká v detekci útokové plochy a prioritizaci AI expozic.
COLUMBIA, Md., July 01, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that Gartner has identified Tenable as the company to beat for AI-powered exposure assessment in its report, AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment.
According to Gartner, "Tenable's long-standing dominance in vulnerability assessment, its strong asset and attack surface discovery capabilities, and its ability to execute on its AI strategy make it the front-runner in AI-powered exposure assessment."
The Gartner report further notes that, “Tenable’s broad attack surface coverage sets it apart from competitors. Tenable One is a well-integrated platform that spans traditional IT, identity, cloud, CPS and container environments.” Gartner adds that, “This visibility extends to emerging attack surfaces such as AI. Tenable identifies shadow AI usage and can also prioritize AI exposures like sensitive data leakage, misconfigurations, novel AI attacks, risky agent behavior, and unsafe integrations with external tools.”
“Cybersecurity is entering a new era where AI is changing both how organizations operate and how attackers exploit them," said Mark Thurmond, co-CEO, Tenable. "Organizations need a modern approach that not only gives them complete visibility across their expanding attack surface, but helps them act on risk faster. We believe Gartner's recognition reflects our continued commitment to enabling customers to keep pace with that change.”
We feel the Gartner recognition builds on a series of recent AI milestones for Tenable. In recent months, the company announced the general availability of Tenable Hexa AI, the agentic AI engine inside the Tenable One Exposure Management Platform, expanded its Tenable One AI Exposure capabilities to help customers protect their AI attack surface, and joined a select group of cybersecurity companies participating in both Anthropic's Project Glasswing initiative and OpenAI's Daybreak Cyber Partner Program. Together, these investments are helping shape the next generation of AI-powered cybersecurity while enabling customers to move beyond identifying exposures to continuously prioritizing and reducing cyber risk.
“We're still in the early innings of AI in cybersecurity,” said Steve Vintz, co-CEO, Tenable. “The next phase isn't just identifying exposures – it's enabling security teams to continuously understand, prioritize and remediate them with AI working alongside people. That's where we're investing, and where we believe the market is headed.”
To read Gartner’s AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment, Gartner subscribers can access it here: https://www.gartner.com/document-reader/document/8048333
Gartner Disclaimer
Gartner, AI Vendor Race: Tenable Is the Company to Beat for AI-Powered Exposure Assessment, Elizabeth Kim, Isy Bangurah, Mitchell Schneider and Luis Castillo, June 24, 2026.
GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.
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About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for over 40,000 customers around the globe. Learn more at tenable.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, including statements regarding the expected capabilities, benefits, and performance of Tenable Hexa AI, the Tenable One Exposure Management Platform, and Tenable's participation in Anthropic's Project Glasswing initiative and OpenAI's Daybreak Cyber Partner Program, the expected impact of these initiatives and solutions on risk prioritization, remediation, and security posture, and the anticipated use and effectiveness of frontier AI in cybersecurity workflows. These statements are subject to risks and uncertainties that could cause actual results to differ materially, including risks related to the development, adoption, and performance of new and unproven technologies (including agentic AI, large language models, and automated remediation workflows), the potential that such technologies may not deliver their anticipated benefits or accurately prioritize risk, and other factors described under "Risk Factors" in Tenable's most recent Annual Report on Form 10-K and subsequent reports filed with the SEC. Tenable undertakes no obligation to update these statements to reflect events occurring after the date hereof.
ArcBest těží z lepší cenotvorby, vyšší produktivity a příznivějšího mixu nákladní dopravy. Segment Asset-Light se vrátil do kladného provozního zisku podle non-GAAP.
Key Takeaways ArcBest's outlook hinges on pricing discipline, network productivity and freight mix as demand improves. ARCB saw 6.3% first-quarter renewals and expects ABF's non-GAAP operating ratio to improve in Q2. Asset-Light returned to positive non-GAAP operating income as shipment growth and productivity helped. ArcBest Corporation (ARCB - Free Report) is entering a more constructive freight backdrop after a difficult period for transportation demand. The setup is not simply about volume recovery; it depends on pricing discipline, network productivity and freight mix.
The company’s two-part model gives investors more than one way to track progress. ABF Freight anchors the less-than-truckload business, while Asset-Light broadens ArcBest’s reach across logistics services.
ARCB Runs a Two-Segment ModelArcBest operates through Asset-Based and Asset-Light segments. Asset-Based consists of ABF Freight, its less-than-truckload carrier, while Asset-Light includes brokerage, managed transportation, expedited, intermodal, household moving, warehousing and international services.
That structure gives ArcBest a broad customer base and reduces dependence on any single shipper. No customer accounted for more than 3% of 2025 consolidated revenues, and the 10 largest customers represented roughly 14%.
Cross-selling is central to the model. About 70% of Asset-Light customers also use Asset-Based services, and cross-sold accounts generate more revenue, profit and retention than single-solution accounts.
ARCB Sees Better Pricing ConditionsArcBest is benefiting from tighter truckload capacity and firmer manufacturing indicators. That matters because better pricing can turn modest freight improvement into stronger yield and operating leverage.
First-quarter 2026 renewals rose about 6.3%. April also showed heavier freight trends, and management expects ABF’s non-GAAP operating ratio to improve 600 to 700 basis points sequentially in the second quarter.
Old Dominion Freight Line (ODFL - Free Report) offers a useful peer comparison because it is also one of North America’s largest less-than-truckload carriers. Its performance helps investors benchmark LTL pricing and demand trends across the group.
ArcBest Uses AI to Lift EfficiencySelf-help is a major part of ArcBest’s story. Continuous improvement efforts have been implemented across about 75% of the network and generated $32 million in annualized savings.
AI-enabled city route optimization has added another $15 million in annualized savings. These initiatives reduce manual work, improve route planning and support better asset utilization.
That matters in a cyclical business. ArcBest does not need a full freight boom to benefit if service, density and utilization improve while capital spending remains targeted.
Driven by the above-mentioned tailwinds, shares of ArcBest have gained in double digits (% wise) so far this year, easily outperforming the Zacks Transportation-Truck industry.
YTD Price ComparisonImage Source: Zacks Investment Research
ARCB Needs Asset-Light to Keep HealingThe Asset-Light segment gives ArcBest another source of earnings recovery beyond core LTL. It returned to positive non-GAAP operating income in the March quarter as shipment growth and productivity gains offset pressure from mix.
Management expects second-quarter adjusted operating income of $3 million to $5 million for the segment. Contract repricing, brokerage discipline and managed transportation growth could add incremental upside if freight conditions firm.
C.H. Robinson Worldwide (CHRW - Free Report) is relevant in this context because it is a major third-party logistics provider. Its role in freight brokerage and supply chain management makes it a useful comparison for ArcBest’s Asset-Light exposure.
ArcBest Still Faces Clear Freight RisksThe recovery is not risk-free. Manufacturing and housing remain below mid-cycle levels, and U-Pack weakness adds pressure to parts of the business.
Mix also remains a concern. Heavier LTL shipments have weighed on billed revenue per hundredweight, while labor, fuel and depreciation costs have pressured ABF’s operating ratio.
Asset-Light carries its own risk. Purchased transportation expense remains a large share of segment revenues, making margins sensitive to carrier cost swings and the timing of spot and contract resets.
ARCB Signals Support a Constructive ViewThe bottom line is that ArcBest has a constructive near-term setup, but not a straight-line recovery. Better pricing, measurable productivity savings and Asset-Light stabilization support the stock’s outlook, while macro demand and mix still need close watching.
ARCB currently carries a Zacks Rank #1 (Strong Buy). That rank points to a favorable short-term earnings revision backdrop. You can see the complete list of today’s Zacks #1 Rank stocks here.
The stock also has a VGM Score of B, with a Value Score of C, Growth Score of C and Momentum Score of B. For investors, that mix supports a selective view: momentum and estimate trends are improving, but execution still matters.
Kyndryl rozšiřuje své služby sovereign cloud ve spolupráci s Microsoftem, aby firmám pomohl lépe splnit požadavky na data residency, kontrolu a odolnost. Nabídka míří na regulovaná odvětví i vládní zákazníky.
Kyndryl Sovereignty Solutioning combined with Microsoft Sovereign Cloud capabilities helps customers strengthen choice, control and resilience
, /PRNewswire/ -- Kyndryl (NYSE: KD), a leading provider of mission-critical enterprise technology services, today announced an expansion of its sovereignty solutioning through new capabilities and services with Microsoft. The collaboration combines Kyndryl Sovereignty Solutioning with Microsoft Sovereign Cloud capabilities to help customers design, build and operate cloud architectures that align with evolving data residency and operational requirements while maintaining flexibility and innovation.
The capabilities support the full spectrum of Microsoft's sovereign cloud approach, including public cloud capabilities and private cloud solutions using Microsoft Azure Local, enabling architectures that meet evolving data residency and operational requirements. Together, Kyndryl and Microsoft help organizations address sovereignty across data and operational domains, translating regulatory frameworks into practical, scalable architectures that support modernization, AI‑enabled use cases and long‑term compliance.
Governments and highly regulated industries are navigating geopolitical uncertainty, expanding data localization preferences and increasingly complex IT environments. As sovereignty becomes a design principle for IT strategies, organizations need trusted partners to translate regulatory frameworks such as GDPR, DORA and NIS2 into practical architectures. The joint capabilities combine Kyndryl's advisory, engineering and operational expertise with Microsoft's sovereign cloud offerings to address these needs.
"Kyndryl understands the reality of sovereignty through our firsthand experience with government expectations in Europe, and our strategic alliance with Microsoft brings together complementary strengths to help customers operationalize sovereignty in a practical, scalable way," said Giovanni Carraro, Global Strategic Alliances Leader, Kyndryl. "By collaborating with Microsoft, we can help customers align their sovereignty goals with real-world architectures, thus balancing control, resilience and performance across hybrid and distributed environments."
"Kyndryl's deep expertise in designing and operating complex, regulated environments complements Microsoft's comprehensive sovereign cloud capabilities, including controls designed to support data residency requirements, access governance and regulatory compliance," said Ihab Foudeh, EMEA Enterprise Partner Solutions General Manager, Microsoft. "Together, we are helping organizations adopt cloud services in ways that respect their local requirements while still enabling modernization and innovation."
Customers can leverage Kyndryl's Sovereignty Readiness Assessment to evaluate their current posture across data, operational and technical domains, identify gaps and dependencies and develop a phased roadmap. Kyndryl will support implementation and ongoing operations using sovereignty-ready architectures that incorporate Microsoft Sovereign Cloud capabilities, including public cloud solutions using Microsoft Azure and Microsoft 365, and sovereign private cloud solutions using Azure Local in connected and disconnected deployment models designed to support varying levels of data residency, operational independence and jurisdictional control as needed.
This complementary, unified approach supports sensitive and regulated workloads, including AI-enabled use cases, with a focus on data governance and model locality.
Kyndryl brings deep experience managing mission-critical systems end-to-end and can help customers integrate Microsoft's sovereign public cloud capabilities alongside private cloud solutions, regional providers and on-premises infrastructure. This enables organizations to maintain flexibility and choice while operating under sovereignty constraints with appropriate controls and visibility. For example, governments and organizations in highly regulated industries such as financial services can leverage these capabilities to support workloads requiring strict data residency, enhanced auditability and controlled operational access within national or regional boundaries.
Learn more about Kyndryl Sovereignty services.
About Kyndryl
Kyndryl (NYSE: KD) is a leading provider of mission-critical enterprise technology services offering advisory, implementation and managed services to thousands of customers in more than 60 countries. As the world's largest IT infrastructure services provider, the Company designs, builds, manages and modernizes the complex information systems that the world depends on every day. For more information, visit www.kyndryl.com.
Kyndryl Press Contact
[email protected]
Forward-Looking Statements
This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements often contain words such as "aim," "anticipate," "believe," "could," "estimate," "expect," "forecast," "intend," "may," "objectives," "opportunity," "plan," "position," "predict," "project," "should," "seek," "target," "will," "would" and other similar words or expressions or the negative thereof or other variations thereon. All statements other than statements of historical fact, including without limitation statements concerning the Company's plans, objectives, goals, beliefs, business strategies, future events, business condition, results of operations, financial position, business outlook and business trends and other non-historical statements, are forward-looking statements. These statements do not guarantee future performance and speak only as of the date of this press release. Except as required by law, the Company assumes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise. Actual outcomes or results may differ materially from those suggested by forward-looking statements as a result of risks and uncertainties, including those described in the "Risk Factors" section of the Company's most recent Annual Report on Form 10-K, and may be further updated from time to time in the Company's subsequent filings with the Securities and Exchange Commission.
Deckers oznámila, že mezinárodní tržby ve 4. čtvrtletí vzrostly o 25,5 % na 469,5 milionu USD, zatímco domácí růst činil jen 0,3 %. Tahounem zůstává HOKA s tržbami 2,6 miliardy USD za fiskální rok 2026.
Key Takeaways Deckers' international net sales rose 25.5% y/y in Q4, far ahead of 0.3% domestic growth.HOKA posted $2.6B in FY26 revenues, gaining share and awareness across global markets.Deckers plans brand, DTC and retail investments as overseas markets outpace the United States. Deckers Outdoor Corporation (DECK - Free Report) continues to benefit from accelerating international demand, with UGG and HOKA strengthening their positions across key global markets. In the fourth quarter of fiscal 2026, international net sales increased 25.5% year over year to $469.5 million, outpacing domestic growth of 0.3%, underscoring the company's expanding global footprint.
HOKA remains a major catalyst for international expansion. The performance footwear brand generated $2.6 billion in fiscal 2026 revenues, up 16% year over year, supported by robust global direct-to-consumer growth and ongoing wholesale momentum. HOKA became a top-three performance running brand in France, Italy and the U.K., while growing its premium brand presence in China through strong full-price performance across existing and new retail and partner locations. Brand awareness across international markets averaged approximately 40%, up from roughly 30% a year ago, reflecting growing consumer recognition across regions.
UGG delivered strong international results, with EMEA generating the highest incremental revenue increase among all markets. The brand broadened its appeal through sneakers, sandals and men's offerings, while the Lowmel franchise and Golden collection accounted for more than half of fiscal 2026 growth. The Auto clog delivered strong sell-through across global regions, particularly among new male consumers, contributing to broader consumer engagement across product categories.
To capitalize on this momentum, Deckers plans to continue investing in brand marketing, localized regional content, direct-to-consumer capabilities and selective retail expansion. Management expects international markets to grow faster than the United States over the long term, with HOKA projected to deliver low-double-digit annual growth and UGG anticipated to generate mid-single-digit gains through fiscal 2030.
With growing global branding awareness, expanding product portfolios and continued investments in international markets, UGG and HOKA remain well-positioned to support Deckers' long-term growth ambitions and strengthen the company's presence across the global footwear and lifestyle market.
DECK’s International Performance Compared With TPR & WWWTapestry, Inc. (TPR - Free Report) and Wolverine World Wide, Inc. (WWW - Free Report) are the key footwear companies competing with Deckers in the global arena.
Tapestry posted strong international growth in the third quarter of fiscal 2026, with Europe revenues rising 21% year over year and Greater China sales increasing 55% on a constant-currency basis. Growth was supported by strong customer acquisition, market share gains and broad-based demand across channels, while Other Asia revenues increased 16%, led by South Korea and Australia. Tapestry's direct-to-consumer model and targeted regional strategies continue to support efficient global expansion while deepening consumer engagement across key international markets.
Wolverine posted strong international growth in the first quarter of 2026, with international revenues rising 20.1% year over year to $249.6 million, or 12.8% on a constant-currency basis. Merrell and Saucony drove growth across the global markets, benefiting from strong sell-through, product innovation and targeted investments in key cities. Wolverine's diversified distribution network, spanning approximately 170 countries and territories, along with strategic partnerships across EMEA, the Asia-Pacific and Latin America, continues to support efficient global expansion and strengthen brand momentum.
DECK’s Price Performance, Valuation & EstimatesShares of Deckers have gained 1% over the past three months compared with the industry’s growth of 5.8%.
Image Source: Zacks Investment Research
From a valuation standpoint, DECK trades at a trailing price-to-sales ratio of 2.57X, up from the industry’s average of 1.45X. It has a Value Score of A.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Deckers’ fiscal 2027 earnings implies year-over-year growth of 6.1%, whereas the same for fiscal 2028 indicates an uptick of 10.6%. The estimates for fiscal 2027 and 2028 have been revised upward by 3 cents and 5 cents, respectively, over the past 30 days.
Image Source: Zacks Investment Research
DECK currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Blue Owl Capital dokončil akvizici společnosti Sila Realty Trust; akcionáři Sila obdrželi 30,38 USD za akcii v hotovosti. Akcie Sila byly staženy z burzy NYSE.
, /PRNewswire/ -- Blue Owl Capital Inc. ("Blue Owl") (NYSE: OWL), a leading alternative asset manager, today announced that funds managed by Blue Owl have successfully completed the previously announced acquisition of Sila Realty Trust, Inc. ("Sila" or "the Company"), a net lease real estate investment trust with a strategic focus on investing in the growing and resilient healthcare sector.
"The acquisition of Sila and its differentiated, scaled portfolio of high-quality healthcare assets with strong tenants and well-structured long-term leases will further expand Blue Owl's core net lease strategy," said Marc Zahr, Co-President and Global Head of Real Assets at Blue Owl. "This transaction builds on the firm's experience investing across the healthcare landscape and represents an opportunity to capitalize on the strong supply and demand fundamentals in the healthcare real estate sector while delivering compelling value for investors and the communities these facilities serve."
At Sila's Special Meeting of Stockholders held on June 26, 2026, more than 98% of votes were cast in favor of approving the merger agreement. Upon closing of the transaction, Sila's common stock ceased trading and will be delisted from the New York Stock Exchange, and Sila's common stockholders received $30.38 per share in cash, representing an approximately 19% premium over the closing share price on April 17, 2026, the last full trading day prior to the transaction announcement.
The completion of the transaction marks an important milestone for Blue Owl's Real Assets platform and reflects the firm's continued focus on expanding its presence across essential real estate sectors. As part of Blue Owl's Real Assets platform, the Sila portfolio will benefit from the firm's institutional scale, investment expertise and long-standing relationships across the real estate market, creating a strong foundation for continued growth and long-term value creation.
Advisors
BofA Securities served as Sila's exclusive financial advisor. Hogan Lovells US LLP served as the Company's legal counsel.
Citigroup Global Markets Inc. acted as lead financial advisor to Blue Owl and Truist Securities, Inc. also acted as financial advisor and Newmark Group, Inc. served as real estate advisor. Kirkland & Ellis LLP served as legal advisor to Blue Owl. Dechert LLP served as legal advisor to Citigroup Global Markets Inc. and Truist Securities, Inc.
About Blue Owl
Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®. With $315 billion in assets under management as of March 31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic Capital. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.
Together with over 1,390 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional. To learn more, visit www.blueowl.com or LinkedIn: https://www.linkedin.com/company/blue-owl-capital.
About Sila Realty Trust, Inc.
Sila Realty Trust, Inc., headquartered in Tampa, Florida, is a net lease real estate investment trust with a strategic focus on investing in the growing and resilient healthcare sector. The Company invests in high quality healthcare facilities along the continuum of care in the pursuit of generating predictable, durable, and growing income streams. Sila's portfolio comprises high quality tenants in geographically diverse facilities, which are positioned to capitalize on the dynamic delivery of healthcare to patients. As of March 31, 2026, the Company owned 137 real estate properties and three undeveloped land parcels, located in 65 markets across the United States.
Investor Contact
Ann Dai
Head of Investor Relations
[email protected]
Miles Callahan, Senior Vice President – Acquisitions, Capital Markets, Research & Credit
833-404-4107
[email protected]
FactSet Research (FDS - Free Report) came out with quarterly earnings of $4.53 per share, beating the Zacks Consensus Estimate of $4.44 per share. This compares to earnings of $4.27 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +2.09%. A quarter ago, it was expected that this financial data firm would post earnings of $4.37 per share when it actually produced earnings of $4.46, delivering a surprise of +2.06%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
FactSet, which belongs to the Zacks Business - Information Services industry, posted revenues of $622.92 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 0.93%. This compares to year-ago revenues of $585.52 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
FactSet shares have lost about 20.7% since the beginning of the year versus the S&P 500's gain of 9.6%.
What's Next for FactSet?While FactSet has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for FactSet was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $4.30 on $626.33 million in revenues for the coming quarter and $17.66 on $2.46 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Business - Information Services is currently in the top 8% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Verisk Analytics (VRSK - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This insurance data provider is expected to post quarterly earnings of $1.95 per share in its upcoming report, which represents a year-over-year change of +3.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
Verisk Analytics' revenues are expected to be $802.43 million, up 3.9% from the year-ago quarter.
Charles River dokončil prodej CDMO a Cell Solutions a v 1. čtvrtletí provedl zpětný odkup akcií za 200 mil. USD. Zároveň dál čelí slabé poptávce po biopharmaceutických službách a měnovým protivětrům.
Key Takeaways Charles River is supported by RMS strength, broader CRADL adoption and focused portfolio actions.CRL completed CDMO and Cell Solutions divestitures and repurchased $200M of stock in Q1 2026.CRL faces soft biopharma demand and foreign exchange headwinds that may weigh on 2026 results. Charles River Laboratories International, Inc. (CRL - Free Report) is well-poised to grow in the coming quarters owing to the strength of its Research Models and Services (“RMS”) business and broader CRADL adoption. Strategic deals continue to broaden its capabilities while streamlining its portfolio. The company maintains a solid financial position, which is also highly encouraging. Yet, persistent soft biopharma demand trends and adverse currency swings may hurt Charles River’s results of operations.
Over the past year, this Zacks Rank #3 (Hold) stock has rallied 44.6% compared with the industry’s 9.6% rise and the S&P 500 composite’s 23% growth.
The renowned, non-clinical global drug development company has a market capitalization of $10.87 billion. Charles River has an earnings yield of 4.9%, which compares favorably with the industry’s 4.1% yield. It surpassed estimates in each of the trailing four quarters, delivering an average earnings surprise of 9.31%.
Let’s delve deeper.
Upsides for CRL StockRMS Prospects Seem Bright: Charles River continues to maintain its position as a global leader in the production and sale of widely used research models. Small research models remain a cost-effective tool for biomedical research, supporting the company’s ability to implement pricing actions across geographies over time.
In the first quarter of 2026, management highlighted continued demand for small models in China from mid-tier biotech and CRO clients and emphasized that RMS results can vary from quarter to quarter based on the timing of large-model shipments. Charles River’s CRADL model also continues to appeal to clients seeking flexible vivarium space without having to build internal infrastructure, with its value proposition becoming even more attractive as clients prioritize capital efficiency.
Image Source: Zacks Investment Research
Strategic Deals Drive Growth: Charles River is reshaping its portfolio to focus on areas where it has differentiated scientific capabilities. The company completed the previously announced divestiture of its contract development and manufacturing organization (CDMO) and Cell Solutions businesses on May 6, 2026. CRL continues to use collaborations and selective acquisitions to broaden its capabilities across the discovery-to-development continuum while maintaining a more focused go-forward portfolio.
Its strategic collaborations within its CDMO, including partnerships with the Parker Institute for Cancer Immunotherapy, Children's Hospital Los Angeles and the Gazi University Faculty of Medicine, are aimed at advancing novel oncology research and development. In 2025, Charles River participated in several collaborations, including those with Toxys, X-Chem and the Francis Crick Institute, among others.
A Stable Solvency Structure: Charles River exited the first quarter of 2026 with cash and cash equivalents of $191.8 million, and no short-term debt payable on its balance sheet. The company continues to balance investment, shareholder returns and funding needs. Charles River also repurchased $200 million of stock under the $1.0 billion authorization, leaving $800 million remaining at quarter-end.
Factors Affecting Charles RiverBiopharma Demand Remains Soft: Charles River continues to face a cautious spending environment, particularly among global biopharmaceutical and biotechnology clients within the DSA segment, as customers reassess budgets, reprioritize drug pipelines and manage cost structures. While management characterized the biopharma demand environment as stabilizing, spending levels are yet to return to prior norms.
First-quarter 2026 organic revenues declined 1.5%, reflecting pressure in RMS and discovery services. Management also noted that revenues from small and mid-sized biotech clients dropped during the quarter due to the lagged impact of softer DSA bookings in mid-2025, highlighting that improved funding conditions do not translate into revenues immediately.
Foreign Exchange Can Obscure Underlying Trends: Foreign currency translation increased Charles River’s reported first-quarter 2026 revenues by 2.8%, partially masking the underlying organic decline. Management also lowered its 2026 reported revenue outlook by approximately 50 basis points due to updated foreign exchange assumptions. Given the company’s sizable international footprint, foreign exchange volatility can create discrepancies between reported and organic performance and make period-to-period comparisons more challenging.
CRL Stock Estimate TrendThe Zacks Consensus Estimate for CRL’s 2026 earnings has increased 1 cent to $11.05 in the past 30 days.
The Zacks Consensus Estimate for the company’s 2026 revenues is pegged at $3.83 billion, suggesting a 4.5% decrease from the year-ago reported number.
Key PicksSome better-ranked stocks in the broader medical space are Globus Medical (GMED - Free Report) , Align Technology (ALGN - Free Report) and Integra LifeSciences (IART - Free Report) .
Globus Medical has an earnings yield of 5.9% compared to the industry’s negative 3.5% yield. Its earnings surpassed estimates in each of the trailing four quarters, with the average surprise being 26.3%. GMED shares have rallied 27.8% against the industry’s 10.9% decline over the past year.
GMED carries a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Align Technology, carrying a Zacks Rank #2, has an estimated long-term earnings growth rate of 10.3% compared with the industry’s 5.5% growth. Shares of the company have dipped 15.3% against the industry’s 9.1% growth. ALGN’s earnings outpaced estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 7.8%.
Integra LifeSciences, carrying a Zacks Rank #2, has an earnings yield of 13.6% against the industry’s negative 3.5% yield. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 16.7%. IART shares have rallied 33.3% against the industry’s 10.9% decline over the past year.
SoundHound rozšiřuje podnikání v telekomunikacích a energetice: získal obnovení smluv na dodávky elektřiny, utility i broadband. Tržby v 1. čtvrtletí vzrostly o 52 % na rekordních 44,2 milionu USD.
Key Takeaways SoundHound is gaining telecom and energy traction beyond its automotive and restaurant businesses.SOUN secured electricity, utility and broadband renewals, supporting recurring enterprise revenues.The LivePerson deal would add messaging and boost SOUN's reach across global telecom providers. SoundHound AI (SOUN - Free Report) is broadening its enterprise AI footprint beyond its traditional automotive and restaurant businesses by gaining traction in the telecommunications and energy markets. These industries offer attractive long-term opportunities as enterprises increasingly adopt conversational and agentic AI to automate customer service, improve operational efficiency and reduce costs. The company's first-quarter 2026 results highlighted that this diversification strategy is gaining momentum, helping reduce reliance on any single end market while supporting sustained revenue growth.
During the quarter, SoundHound secured a multi-year renewal with a Texas-based retail electricity provider serving residential and commercial customers while also expanding services with a major Kansas electric utility. In telecommunications, the company renewed and expanded its relationship with a large broadband and digital services provider operating across 25 states. These contract wins demonstrate growing customer confidence in SoundHound's AI platform and provide a stable base of recurring enterprise revenues.
Management also expects the planned acquisition of LivePerson to significantly strengthen its presence in telecom. The combined company will serve customers in more than 30 countries, including more than 10 leading global telecommunications providers, while adding digital messaging capabilities to SoundHound's voice and agentic AI platform. This creates a unified omnichannel solution spanning voice, chat, web and messaging, opening meaningful cross-selling opportunities across telecom, financial services, healthcare and energy customers.
The strategy is already contributing to solid financial performance. First-quarter revenues increased 52% year over year to a record $44.2 million, while management reaffirmed its 2026 revenue guidance of $225-$260 million. With a growing enterprise pipeline, a debt-free balance sheet and expanding vertical diversification, SoundHound appears well-positioned to capitalize on rising enterprise demand for AI-powered customer engagement across telecom and energy markets.
How Competitors Are Expanding Enterprise AI Across Telecom & EnergyNICE Ltd. (NICE - Free Report) is one of SoundHound's strongest competitors in enterprise conversational AI, particularly in customer experience automation. NICE has built a significant presence among telecom operators and utility companies through its CXone platform, which combines AI-powered virtual agents, workforce optimization and analytics. NICE continues to deepen relationships with large enterprises seeking to automate customer support while improving service quality and reducing operating costs, making it a formidable player in these verticals.
Five9 (FIVN - Free Report) is another key rival benefiting from growing enterprise demand for AI-driven contact center solutions. Five9 provides intelligent virtual agents, cloud contact center software and workflow automation for telecommunications, energy and utility providers. Five9 has been expanding its generative AI capabilities through strategic partnerships and platform enhancements, enabling enterprises to deliver seamless omnichannel customer engagement. While SoundHound differentiates itself with proprietary voice AI and agentic capabilities, both NICE and Five9 possess established enterprise customer bases that intensify competition as AI adoption accelerates across telecom and energy markets.
SOUN’s Price Performance, Valuation & EstimatesSoundHound shares have lost 35.1% year to date (YTD), underperforming the industry, as shown below:
SOUN’s YTD Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, SOUN trades at a forward price-to-sales (P/S) multiple of 11.05, below the industry’s average of 11.28.
SOUN’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
Over the past 60 days, the Zacks Consensus Estimate for SoundHound’s 2026 loss per share has widened to 18 cents, as shown below. The expected loss also remains wider than the previous year’s loss of 13 cents.
CoreWeave stock is among today’s weakest performers. Why is CRWV stock falling? According to Bloomberg, Meta’s internal "Meta Compute" initiative could include selling access to AI models hosted on Meta infrastructure as well as raw computing capacity, a model described as similar to neocloud companies like CoreWeave. Meta’s plans remain in development and could change, and a company spokesperson declined to comment.
The report is a direct overhang for CoreWeave because the company’s business is built around selling high-performance GPU cloud capacity for AI workloads. CoreWeave operates as an AI infrastructure provider, offering cloud access to GPU clusters and data centers designed to support demanding AI workloads.
Meta Could Pressure AI Compute PricingInvestors may be selling CRWV on fears that Meta could become a powerful competitor in the same market. Unlike smaller AI cloud providers, Meta already owns massive data-center infrastructure, AI chips, models and developer relationships. If Meta begins renting unused compute, it could increase supply, pressure GPU rental pricing and weaken CoreWeave’s scarcity premium.
That matters because CoreWeave trades as a high-growth AI infrastructure play. Any sign that hyperscalers may flood the market with competing compute could compress CRWV’s multiple, even if AI demand remains strong.
CoreWeave Technical Levels To WatchFrom a trend perspective, CRWV is still in a repair phase: it’s trading 13.4% below its 20-day SMA and 18.2% below its 50-day SMA, which tells you recent rallies have struggled to stick. It’s also 9.9% below the 100-day SMA and 10.9% below the 200-day SMA, keeping the longer-term posture tilted defensive even after the earlier golden cross in May.
MACD is the cleaner momentum read right now, and it’s below its signal line with a negative histogram, which points to upside pressure fading versus the prior upswing. In plain term, MACD vs. the signal line helps gauge whether momentum is building or cooling, and this setup says buyers still need to prove they can regain control.
The 20-day SMA sitting below the 50-day SMA adds to the near-term bearish structure, even though the 50-day SMA remains above the 200-day SMA (the golden cross from May). Zooming out, the stock is still down 42.60% over the past 12 months, so bulls generally want to see a base form before expecting a sustained trend reversal.
Key Resistance: $91.00 — a nearby round-number area where rebounds can stall before the stock can work back toward its short-term moving averages Key Support: $87.00 — a nearby pivot zone where buyers may try to defend the recent range and prevent a deeper slide toward the lower end of the 52-week band What Is CoreWeave and Its Business Model?CoreWeave is a modern cloud infrastructure company that offers Nvidia GPUs and other essential AI hardware with optimized efficiency to handle the most demanding AI training and inference workloads. Its cloud platform supports the development and use of foundational large language models and the delivery of next-generation AI applications to satisfy the growing demand for AI around the world.
In practice, that puts the company in the middle of the AI compute buildout, where customers care about access to high-end GPUs, uptime, and the ability to scale quickly. For the stock, that means sentiment can swing hard with changes in AI spending expectations and broader risk appetite for high-growth infrastructure plays.
CoreWeave Stock Price Activity TodayCRWV Stock Price Activity: CoreWeave shares were trading lower by 10.55% to $89.04 at the time of publication on Wednesday, according to Benzinga Pro data.
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Circle čelí nové konkurenci po spuštění stablecoinu Open USD, který podporuje více než 140 firem včetně Visa a Mastercard. Zároveň klesá objem USDC na 73,7 miliardy USD z letošního maxima 80 miliard USD i výnosy z rezerv.
Circle Internet Group shares are trending higher. Why are CRCL shares climbing? What Is Driving Circle Internet Group’s Stock Today?Open Standard formally launched Open USD on Tuesday, a stablecoin pitched for global money movement where businesses can mint and redeem without fees or volume limits, and where partners receive reserve earnings after management fees. More than 140 companies have committed to support it, including Visa and Mastercard.
Circle’s competitive risk is landing as USDC’s scale has already been slipping, with its market cap down to $73.7 billion from the year-to-date high of $80 billion. That reserve shrink matters because Circle’s revenue model is tied to investing stablecoin reserves in short-term government bonds, and the two-year yield has also eased to around 4.09% from a 4.235% year-to-date high.
Circle also has a counterweight catalyst on the board after its affiliate Circle Internet Financial signed an MOU with Nomura on June 26 to pursue digital finance opportunities, including Japan. The collaboration specifically flagged instant settlement using stablecoins and on-chain collateral management.
Critical Levels To Watch For CRCL StockEven with Wednesday’s premarket lift, the longer-term chart is still heavy: the stock is trading 20.5% below its 20-day SMA ($79.82) and 35.1% below its 200-day SMA ($97.73), which keeps rallies vulnerable to selling into overhead supply. The moving-average structure stays bearish, with the 20-day SMA below the 50-day SMA and a "death cross" in June (the 50-day SMA crossing below the 200-day SMA).
For momentum, MACD remains the cleaner read right now: it’s below its signal line and the histogram is negative, which points to upside pressure fading unless buyers can rebuild trend strength. In plain terms, MACD below its signal line often means the recent rebound attempts are losing steam versus the prior upswing.
The bigger-picture damage also shows up in the 12-month performance (down 67.47%), and the stock is still much closer to its 52-week low ($49.90) than its 52-week high ($262.97). That context matters because it suggests many participants may treat rebounds as "sell-the-rip" opportunities until price can reclaim key moving averages.
Key Resistance: $77.00 — a prior rebound area that lines up with the market’s recent "line in the sand" for failed bounces Key Support: $49.90 — the 52-week low zone, which is the clearest downside reference if selling resumes CRCL Stock Price Movement During Premarket SessionCRCL Stock Price Activity: Circle Internet Group shares were up 1.26% at $63.42 during premarket trading on Wednesday, according to Benzinga Pro data.
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Equinor vyměnil aktiva s Var Energi a zvýšil podíly ve Fram na 50 %, v Mulder a Gronngylt na 85 % a v Grosbeak na 36 % v PL090JS a 76 % v PL925. Získává tak více produkčních aktiv a rozšiřuje budoucí rozvojový pipeline na norském kontinentálním šelfu.
Key Takeaways Equinor increased its ownership in Fram, Mulder, Gronngylt and Grosbeak through an asset swap with Var Energi.The deal boosts near-term production while expanding Equinor's future development pipeline on the NCS.Peon will advance as a subsea tie-back to Gjoa, leveraging existing infrastructure to lower development costs. Equinor ASA (EQNR - Free Report) has strengthened its portfolio on the Norwegian Continental Shelf (NCS) through a strategic asset swap with Var Energi, reinforcing its long-term production and value creation strategy. Subject to customary approvals, the carve-out and operatorship transfer will take effect upon transaction closing, with Equinor operating the assets until that time.
Under the agreement, Equinor transferred a 32.5% interest and operatorship in the Peon gas discovery while retaining significant ownership. In return, the company acquired a 5% stake in the producing Fram field, increasing its ownership to 50%. It acquired a 40% interest across the Mulder and Gronngylt discoveries, which raised its stakes in those assets to 85%.
EQNR expanded its presence in the Grosbeak prospect by securing a 15% stake in the PL090JS discovery, increasing its total to 36% and a 10% stake in the PL925 discovery, raising its ownership to 76%. These acquisitions enhance Equinor's position in the highly prospective Troll-Fram area and increase its exposure to producing and near-development assets.
The transaction improves the quality of Equinor's asset portfolio by exchanging a portion of a single undeveloped project for a diversified mix of producing assets and development opportunities. The additional stake in the Fram field is expected to support near-term production and cash flow generation, while increased ownership in the Mulder, Gronngylt and Grosbeak discoveries expands the company's future development pipeline. These assets also benefit from their proximity to existing infrastructure, enabling lower cost development, faster commercialization and improved capital efficiency.
The transaction also accelerates the development of the Peon gas discovery, one of the largest undeveloped gas discoveries on the NCS, with estimated recoverable resources of 105-195 million barrels of oil equivalent. Located approximately 60 kilometers from the Gjoa field, Peon is slated for development as a subsea tie-back to the established Gjoa platform. By processing the extracted gas at the Karsto plant, EQNR is expected to successfully reduce emissions, cut development costs and extend the lifecycle of existing facilities.
The asset swap aligns with Equinor's broader strategy of optimizing its NCS portfolio through disciplined capital allocation and asset management. By increasing its exposure to high-quality producing assets while accelerating low-cost tie-back developments, EQNR is strengthening its business model and improving its production outlook, ultimately enhancing its appeal to investors.
Equinor currently carries a Zacks Rank #3 (Hold).
With Brent crude prices trading above the $70-per-barrel mark and West Texas Intermediate (“WTI”) crude prices trading around the $70-per-barrel mark, according to oilprice.com, upstream players like W&T Offshore, Inc. (WTI - Free Report) and integrated players like Vista Energy, S.A.B. de C.V. (VIST - Free Report) , Aker BP ASA (AKRBY - Free Report) and EQNR, all of which have a presence in upstream operations, are benefiting from the elevated crude pricing environment. WTI and VIST currently carry a Zacks Rank #2 (Buy) each, while AKRBY sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
W&T Offshore has a strong offshore footprint in the Gulf of America, which spans approximately 605,000 acres and supports a large reserve base. WTI's 1P and 2P reserves provide 20 years’ production potential and resource longevity.
Vista operates 205,600 acres in Argentina's premier shale basin, the Vaca Muerta. Supported by this massive footprint, VIST expects to achieve a production rate of 200 thousand barrels of oil equivalent per day by 2030.
Aker BP extracts oil and gas on the Norwegian continental shelf, serving as operator for the Alvheim, Edvard Grieg/Ivar Aasen, Valhall, Skarv, and Ula field centers, and as a partner in the Johan Sverdrup field. AKRBY strengthened its exploration portfolio across the Norwegian Continental Shelf by acquiring a 19% interest in several high-potential licenses, including Grosbeak, Swisher, Toppand and Rover.
Elizabeth Warren chce přísnější pravidla, která by Donaldu Trumpovi a jeho rodině zabránila vydělávat na kryptu. Nové finanční přiznání ukázalo příjmy přes 1,2 miliardy USD v roce 2025.
Sen. Elizabeth Warren (D-Mass.) pushed for stronger legislation to bar President Donald Trump and his family from profiting off cryptocurrency, after new disclosures on Tuesday revealed income in excess of $1 billion in 2025.
Warren Demands Improved Crypto BillWarren said that the cryptocurrency legislation, i.e., the Clarity Act, eligible for a full floor vote in the Senate, must have provisions to stop Trump and his family from making money from cryptocurrency ventures.
Steve Rattner, a well-known Wall Street financier, weighed in on the financial benefits of the “Trump family’s White House self-dealing.”
‘Not A Good Look’Lawrence Lepard, an investment manager and Austrian economist, said that the disclosure didn’t give a “good look” and could spark political backlash against cryptocurrency if Democrats regain power.
Former Trump White House lawyer Ty Cobb was sharply critical of Trump’s cryptocurrency fortune, deeming it as “greatest onslaught of corruption in the history of mankind.”
Trump Made A Bomb With CryptoAccording to financial disclosure released on Tuesday, Trump’s cryptocurrency ventures netted him roughly $1.2 billion in 2025, the very first year of his presidency.
The windfall included over $520 million from the sale of tokens issued by World Liberty Financial and more than $635 million in royalties collected from the Official Trump (CRYPTO: TRUMP) memecoin.
The White House didn’t immediately return Benzinga’s request for comment.
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Apple lobbuje u americké administrativy za povolení nákupu paměťových čipů od čínské CXMT, aby zmírnil tlak rostoucích nákladů. Firma zároveň rozšiřuje snahu o diverzifikaci dodavatelského řetězce.
Shares of Apple Inc NASDAQ: AAPL are trading around $285 this week, down almost 10% from the all-time highs they hit earlier this month. A string of unhelpful headlines has weighed on sentiment, from the underwhelming Siri AI reveal at WWDC to last week's price hikes on MacBooks and iPads.
Apple Today
$292.98 +3.62 (+1.25%)
As of 10:28 AM Eastern
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52-Week Range$201.50▼
$317.40Dividend Yield0.37%
P/E Ratio35.36
Price Target$314.85
The latest update is more interesting than the market has so far given it credit for. It was reported last week that Apple has launched a lobbying campaign to secure clearance from the U.S. administration to procure memory chips from CXMT, a Chinese company currently on the Pentagon's 1260H list. For context, that's the U.S. government's official register of businesses operating in the country that are believed to have ties to the Chinese military.
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While the headline reads as another piece of complicated news for a stock that's had plenty of it, the underlying signal is potentially more constructive.
Apple is clearly moving with speed to address the cost pressure that's been weighing on it, even if the path is far from straightforward.
Why Apple Is Lobbying for Chinese MemoryThe overall context here is important. Memory chip prices have been surging globally, driven by the same AI-related demand that's been powering rallies in stocks across the board. For Apple, the impact is direct, with CEO Tim Cook publicly admitting last week that the cost pressure had become "unsustainable" and that "price increases are unavoidable." That admission was followed swiftly by price hikes across many of its core products, including its MacBook and iPad ranges, and the stock had its worst day in over a year as a result.
The lobbying campaign now reported is an attempt to ease that exact pressure. CXMT is one of the largest memory chipmakers in China, and securing access to its output could go a long way to offset some of the supply-side bottleneck Apple is facing.
The complication is that CXMT was added to the Pentagon's 1260H list this month, due to its alleged links to the Chinese military. While Apple isn’t explicitly barred from buying from these firms, dealing with companies on that list carries reputational risks and has the whiff of desperation about it.
What Wedbush Is SayingFrom that viewpoint, it’s understandable that Wedbush has cautioned that any benefit from this lobbying effort may be limited, at least in the short term. Apple tried something similar with a Chinese competitor of CXMT, YMTC, back in 2022 and faced significant pushback from Congress. There's every chance the same resistance could repeat itself this time around.
The bigger problem, according to Wedbush, is that the underlying issue isn't really about access. It's about capacity. As they pointed out in a note to clients on the news, "there is simply not enough production capability to support current memory demand."
In other words, even if Apple succeeds in unlocking access to CXMT's output, it won’t fundamentally change the tightening supply-and-demand dynamic that's been driving prices higher. That's a fair caution, and it's worth weighing carefully before getting carried away with the bullish framing.
Why the Market May Still Be Missing the Bigger PictureThat said, focusing purely on the near-term economics may be missing the more important strategic signal. Apple is one of the most capable supply chain operators on earth, and the fact that it's actively lobbying the administration to expand its options speaks to a company that isn't simply sitting back and absorbing this cost squeeze. It's moving aggressively on multiple fronts to find a way through.
This needs to be viewed in the broader context of the strategic moves Apple has been making in recent weeks. The partnership with Intel Corp NASDAQ: INTC on domestic chip production, the deeper push into U.S. manufacturing, and now the lobbying effort on Chinese memory all point to the same underlying story.
Apple is acting to diversify its supply chain in every direction it can, and strategic agility has historically been one of its biggest competitive advantages. For investors, the path to success from this China play may not be smooth, but the direction of travel is reassuring.
A Stock Setup That's Becoming Hard to IgnoreThe combination of all this with Apple's recent pullback makes the current setup interesting. The stock is now meaningfully cheaper than it was at the start of the month. Still, the long-term story, anchored by AI agentic potential, ecosystem stickiness, and a deepening Services revenue mix, hasn't actually changed.
Apple Inc. (AAPL) Price Chart for Wednesday, July, 1, 2026
For investors looking through the noise and asking whether Apple’s trajectory is meaningfully different today than it was a few weeks ago, the answer is, increasingly, that it isn't. The recent headlines might be telling investors to be careful, but the underlying picture is quietly telling them something rather different.
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Meta Platforms chce prodávat přebytečný výpočetní výkon ze své AI infrastruktury, kterou sama vybudovala. Tím by se z nevyužité kapacity stal nový zdroj tržeb.
Meta Platforms Inc's (NASDAQ:META, XETRA:FB2A, SIX:FB) plan to sell spare computing power is less a bold expansion than an admission, that the company has built so much AI capacity it now needs somewhere to put the surplus.
The Facebook and Instagram owner has spent heavily on data centres and chips to chase its artificial intelligence ambitions, a spree that has repeatedly unsettled investors worried about where the returns will come from.
Selling access to that infrastructure reframes the question.
Excess compute that would otherwise sit idle becomes a revenue line, and the capital budget that spooked the market starts to look less like a bet and more like a hedge.
It also drops Meta into direct competition with Amazon Web Services, Microsoft Azure and Google Cloud, the three companies that dominate cloud infrastructure and treat it as a core profit engine rather than an afterthought.
That is the awkward part of the strategy.
Meta would be entering a mature, margin-sensitive market as the newest and least proven vendor, pitching capacity to customers who may also be rivals or wary of feeding a social media giant their AI workloads.
The move borrows directly from Amazon's origin story, where internal infrastructure built for the retail business was rented out and became the industry's most profitable cloud operation.
Whether Meta can repeat that trick is unproven because renting compute is a service business with support, reliability and enterprise sales demands that differ sharply from running social networks.
Still, the logic is hard to fault.
If the AI arms race forces hyperscalers to over-build to avoid being caught short, monetising the overhang is the rational response, and it gives Meta a partial answer to the capex critics.
The signal to watch is pricing, because a company sitting on surplus capacity has every incentive to undercut, and that could squeeze the incumbents' fattest margins.
Artificial intelligence has produced no shortage of headline-grabbing stories. Every week seems to bring another breakthrough model from OpenAI, Anthropic, or Google, while Nvidia (NASDAQ:NVDA | NVDA Price Prediction) dominates discussions around the chips powering the AI revolution.
Yet history shows that the companies creating the most value aren’t always the ones making the most noise. During the cloud computing boom, Amazon (NASDAQ:AMZN) quietly built Amazon Web Services (AWS) into a business that now generates tens of billions of dollars in operating income each year. The same pattern may be emerging in AI, where Amazon’s biggest advantage isn’t building the best chatbot — it’s becoming the platform where businesses deploy them.
Bedrock Is the AI Platform Most Investors Overlook Amazon CEO Andy Jassy told analysts during the first-quarter earnings conference call, “Bedrock…saw 170% growth in customer spend quarter over quarter and processed more tokens in Q1 than all prior years combined.”
That isn’t just a usage milestone — it suggests enterprise AI adoption has shifted from experimentation to production.
Bedrock isn’t another large language model competing with ChatGPT or Gemini. Instead, it serves as a managed platform that lets businesses access multiple foundation models — including Anthropic’s Claude, Amazon’s Nova, Meta Platforms‘ (NASDAQ:META) Llama, and others — through a single interface while AWS handles security, governance, and infrastructure.
That strategy mirrors what AWS did in cloud computing. Companies didn’t choose AWS because Amazon built the best database or operating system. They chose it because AWS became the easiest place to run almost everything.
Amazon Is Competing for the Most Valuable Layer of AI The AI market is rapidly separating into distinct layers.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Company Primary AI Focus Nvidia AI chips and computing hardware Microsoft (NASDAQ:MSFT) Azure AI platform and OpenAI partnership Alphabet (NASDAQ:GOOG) Gemini models and Vertex AI cloud platform Amazon AWS infrastructure and Bedrock AI platform Unlike OpenAI or Anthropic, Amazon doesn’t need to win the race to build the smartest model. It only needs to become the preferred platform where enterprises deploy AI applications. That opportunity may be larger than many investors appreciate.
During Amazon’s Q1 call, Jassy also noted that AWS’s AI business has reached an annual revenue run rate exceeding $15 billion, while Bedrock customer spending grew 170% quarter-over-quarter. Those figures suggest AI workloads are moving from pilot projects into everyday business operations.
As more companies deploy AI agents capable of completing multi-step tasks, inference demand — the computing required every time an AI model generates an answer — should continue expanding. Every inference request creates demand for GPUs, networking equipment, memory chips, and cloud infrastructure, all of which strengthen AWS’s ecosystem.
Investors May Be Looking in the Wrong Place Granted, Amazon doesn’t receive the same attention as Nvidia’s GPUs or OpenAI’s newest model releases. That said, enterprise customers typically care less about who built the model than whether their applications run securely, reliably, and at scale. That’s precisely where Bedrock fits.
Surprisingly, Amazon’s decision to support multiple competing AI models could become one of its biggest competitive advantages. Businesses gain flexibility without locking themselves into a single vendor, while Amazon earns revenue regardless of which model customers ultimately choose.
Key Takeaway In short, Amazon may not produce the flashiest AI headlines, but it is positioning itself to own one of the industry’s most valuable pieces: the enterprise platform where AI applications are built and deployed. The latest Bedrock usage figures suggest that strategy is already gaining traction.
Ultimately, investors shouldn’t view Amazon as simply another participant in the AI race. They should view it as the company building the digital highway that many of the race’s winners will travel. If enterprise AI adoption continues accelerating, Bedrock could become as foundational to artificial intelligence as AWS became to cloud computing — and that would make Amazon one of the AI era’s biggest long-term beneficiaries.
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Uklon integroval platformu Visa Acceptance Platform do aplikace, což má zrychlit platby a zlepšit zkušenost milionů uživatelů na Ukrajině. Platforma už byla v aplikaci Uklon úspěšně spuštěna a umožňuje bezproblémové in-app transakce, okamžité refundace a zrušení transakcí.
Enables faster rollout of new features and a more seamless experience for millions of users July 01, 2026 09:00 ET | Source: Kyivstar Group Ltd
KYIV, Ukraine and NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Kyivstar Group Ltd. (“Kyivstar”) (Nasdaq: KYIV; KYIVW), the parent company of JSC Kyivstar, Ukraine’s leading digital operator and part of VEON Group (Nasdaq: VEON), today announced in partnership with Visa, a world leader in digital payments, that Uklon, Ukraine’s leading ride-hailing service and part of Kyivstar’s digital ecosystem, has integrated the Visa Acceptance Platform into its application.
The launch of the new platform will strengthen Uklon’s payment infrastructure in Ukraine and deliver a faster, more seamless payment experience for millions of riders. The platform has already successfully launched in the Uklon app, enabling seamless in-app transactions, instant refunds, and transaction cancellations.
“Integrating the Visa Acceptance Platform represents a significant step forward in modernizing Uklon’s payment capabilities,” said Mykola Solomiichuk, Chief Financial Officer of Uklon. “This partnership enables us to deliver the fast, reliable payment experience our users expect while further establishing our robust, resilient and secure digital mobility ecosystem serving millions across Ukraine.”
Kyivstar President Oleksandr Komarov stated, “Strengthening digital payment infrastructure is essential to advancing Ukraine’s digital economy and expanding access to innovative services. Uklon’s integration with the Visa Acceptance Platform demonstrates our commitment to leveraging technology partnerships that enhance the user experience, drive growth across our digital ecosystem, and reinforce Ukraine’s position as a hub for digital innovation.”
“Visa Acceptance Platform aims to provide our partners around the globe with resilient, robust, and secure architecture that fuels innovation and growth,” said Tetiana Chorna, Visa Vice President, Country Manager for Ukraine. “We are pleased to support Uklon in the expansion of its digital mobility services by offering solutions that streamline payments for millions of riders across Ukraine.”
The integration builds on Uklon’s ongoing transformation into a comprehensive urban mobility and digital services ecosystem, which today spans ride-hailing, delivery, advertising, and intercity travel. Strengthening Uklon’s payments infrastructure is expected to support continued growth across Kyivstar’s digital service offerings and reinforce payments as a key driver of user engagement.
The collaboration underscores Visa’s ongoing commitment to enabling secure, fast, and innovative digital payments while supporting the growth of smart mobility in Ukraine.
About Uklon
Uklon is a technology company that developed the eponymous mobile application. Founded in Kyiv in 2010, Uklon started as a ride-hailing platform and has evolved into a multi-service digital ecosystem integrating ride-hailing, Uklon Delivery, Uklon Ads, and the Uklon Travel bus ticket booking service. As of June 2026, the Uklon service is available in 27 cities across Ukraine and at the Bukovel tourist complex. The company also operates in Tashkent, Uzbekistan.
In April 2025, Uklon was acquired by JSC Kyivstar, a wholly owned subsidiary of Kyivstar Group Ltd. (Nasdaq: KYIV; KYIVW), whose shares are traded on the U.S. stock exchange Nasdaq and which is a part of the VEON Group.
Official website: https://uklon.com.ua
About Kyivstar Group Ltd.
Kyivstar Group Ltd. (“Kyivstar”) is a Nasdaq-listed holding company that operates JSC Kyivstar, Ukraine’s leading digital operator and the first Ukrainian company to list on a U.S. stock exchange. Kyivstar’s companies provide a broad range of connectivity and digital services, including mobile and fixed-line voice and data, ride-hailing, e-health, digital TV, and enterprise solutions such as Big Data, cloud, and cybersecurity.
For more information, please visit https://investors.kyivstar.ua.
Nasdaq tickers: KYIV; KYIVW
About Visa
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at visa.com.ua.
Disclaimer
This press release contains “forward-looking statements,” as the phrase is defined in Section 27A of the U.S. Securities Act of 1933, as amended, and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. Such forward-looking statements include, but are not limited to, statements relating to, among other things, the launch and integration of the Visa Acceptance Platform into Uklon application. There are numerous risks and uncertainties that could cause actual results and performance to differ materially from those expressed by such statements, including risks relating to Uklon’s integration with the Visa Acceptance Platform, among others discussed in the section entitled “Risk Factors” included in Kyivstar Group’s annual report on Form 20-F with the U.S. Securities and Exchange Commission (“SEC”) on March 16, 2026, as amended and supplemented from time to time, and in any other subsequent filings with the SEC by Kyivstar Group. The forward-looking statements contained herein speak only as of the date of this release and Kyivstar disclaims any obligation to update them, except as required by applicable laws.
Contact information
Kyivstar Group Ltd
Investor Relations [email protected]
The Goldman Sachs Group, Inc. (NYSE:GS) will release its second quarter earnings report before the opening bell on Tuesday, July 14.
Analysts expect the New York-based company to report quarterly earnings of $13.95 per share, up from $10.91 per share in the year-ago period. The consensus estimate for Goldman Sachs’ quarterly revenue is $15.9 billion. It reported $14.58 billion last year, according to Benzinga Pro.
On June 24, Goldman Sachs announced plans to raise quarterly dividend from $4.50 to $5.00 per share, pending board approval.
Goldman Sachs shares fell 0.9% to close at $1,011.37 on Tuesday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying GS stock? Here’s what analysts think:
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Private credit fond Goldman Sachsu ve 2. čtvrtletí čelil žádostem o odkup jen na zhruba 3,24 % podílů na fondu, tedy pod svým limitem 5 %. Goldman uvedl, že je plně uspokojil.
Goldman Sachs logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesJuly 1 (Reuters) - Goldman Sachs' (GS.N), opens new tab private credit fund said on Wednesday that investors sought to repurchase roughly 3.24% of its total shares in the second quarter, extending its streak of lower redemptions compared to most of the other players of the private credit industry.
The bank's fund, GS Credit, once again outperformed the sector that has been grappling with elevated redemption requests, driven by investor fears that AI could weaken the earnings of software companies and their ability to repay loans.
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Here are some details:
Goldman said second-quarter repurchase requests were below its 5% quarterly repurchase cap and were fulfilled in full.
Business development companies (BDCs) typically channel investor capital into private loans, making them a key part of the private credit industry.
"Across the largest non-traded BDC managers reporting second quarter activity to date, peer repurchase requests have generally ranged from approximately 10% to nearly 17% of shares outstanding," Goldman said in a letter to shareholders.
The Goldman fund generated roughly $275 million of gross inflows during the second quarter, it said.
Several analysts and technology companies have argued that concerns about AI's impact on the software sector are overblown, saying established companies have businesses, proprietary data and customer relationships that will be difficult to displace.
"We continue to believe that incumbency moats — mission-critical workflows, proprietary data, deep domain expertise, regulatory complexity, and customer trust — remain powerful sources of defensibility," Goldman said.
Reuters reported in April, citing a source, that a large share of the fund's investors came through Goldman's private wealth channels, where clients have been long-term investors in private credit and are better positioned to endure illiquidity.
Reporting by Manya Saini in Bengaluru; Editing by Shinjini Ganguli
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Michael Burry published an update on his short positions. Astrid Stawiarz/Getty Images Michael Burry has placed fresh bets against Tesla, Caterpillar, Nvidia, Applied Materials, and an index of microchip stocks.
The investor of "The Big Short" fame, best known for predicting and profiting from the collapse of the mid-2000s housing bubble, revealed his latest shorts in a Substack post on Tuesday afternoon.
Burry said he refreshed his wager against the iShares Semiconductor ETF (SOXX), purchasing bearish put options expiring in March 2027 instead of January 2027, with strike prices in the low-to-mid $400s rather than the low-to-mid $300s.
If the ETF falls below that price level, Burry's options will be "in the money," meaning he can profit by either selling the puts or exercising them to sell shares of the index at a premium to the market price.
SOXX — which includes Micron, AMD, Nvidia, Broadcom, Intel, and Applied Materials — has roughly quadrupled from its low last April, surging from around $160 to $640. It has doubled in value these past six months as investors have bet the AI boom will keep fueling insatiable demand for microchips.
Burry published a chart showing the index that SOXX tracks, the Philadelphia Semiconductor Index, is the most extended it's been relative to its 200-day moving average since the dot-com bubble.
"The SOXX itself is a pure form of overvaluation in an index, a form that is rarely seen and never so easily recognized as such," he wrote.
Burry said that he maintained his QQQ puts — wagers against the tech-heavy Nasdaq 100 — and shorted Tesla, Caterpillar, Nvidia, and Applied Materials.
None of the companies Burry said he is shorting immediately responded to requests for comment from Business Insider.
Tesla shares have rallied 22% from their April low to around $420. Burry, who's previously shorted Elon Musk's automaker, said he was "happy it jumped back to this level."
Burry said he's never shorted Caterpillar before, and owning shares of the maker of construction and mining equipment has "always done great" for him in the past.
"I am a bit shocked I am short CAT but this is just not anywhere near supported by the actual business," he wrote in a comment on his Substack.
Caterpillar stock jumped by 86% in the first half of this year, and 167% over the past 12 months, partly because the company is seen as a major beneficiary of the AI infrastructure buildout.
Burry poured cold water on Tuesday's rebound in chip stocks, writing in another comment that big spending announcements by Samsung and SK Hynix would catapult the "already parabolic" semiconductor equipment stocks even higher, and his "friends in that space are just shaking their heads and laughing."
Michael Burry answers subscribers' questions on Substack. Substack He said that thanks to his recent bets, he's increasingly positioned against the market. "I keep outright shorts small, but this has grown now to a substantial size," he wrote.
Burry pivoted from running a hedge fund to writing on Substack about his personal investments late last year. He's warned there's a speculative bubble around AI, and Big Tech companies are overinvesting in microchips from Nvidia and its peers that will quickly become outdated.
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Theron Mohamed You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Theron Mohamed is a London-based correspondent on the Trending team at Business Insider. His coverage spans finance, investing, wealth, markets, and the economy.Theron joined BI in 2019 as a reporter at Markets Insider and rose to the rank of correspondent before moving to the Trending team in 2024. He previously covered tech, media, and telecom stocks for Investors Chronicle magazine and had a brief stint on the Financial Times' Data team. He interned at the Wall Street Journal in New York where he primarily wrote for Heard on the Street.Theron has freelanced for The Independent, The Telegraph, WIRED, and several smaller publications. He holds an undergraduate degree in geography from the London School of Economics, and a master's degree in journalism from Columbia University.Theron often covers Warren Buffett, Michael Burry, Jeremy Grantham and other top-flight investors. He also writes about the world's wealthiest people and shares financial advice from all manner of rich and successful people.Email Theron at [email protected] and follow him on X @theron_mohamed.Expertise
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Sony od ledna 2028 přestane vydávat nové hry na fyzických discích a přesune prodej na digitální platformy. Změna se nedotkne už vydaných ani dříve uvedených her.
ToplinePlayStation manufacturer Sony announced the company would no longer release new games on physical discs starting in January 2028, shifting all sales to digital platforms in an effort to “adapt to consumer trends,” marking the end of a physical media era for one of the bestselling game console manufacturers.
The company said this change would not impact games that were already released.
Future Publishing via Getty Images
Key FactsIn a blog post published on Wednesday, Sony’s senior director Sid Shuman said the move will “align more closely with how most of our community prefers to access and play games today.”
Physical sales of new games have been falling in recent years—physical software made up only 3% of Sony’s revenue in 2024, according to the company’s 2025 corporate report.
The news comes days after Rockstar began preorders for their highly anticipated “Grand Theft Auto VI,” which is currently slated for release in November without a physical disc inside its physical release.
Sony said the shift to digital sales will not impact older games already released, or upcoming games being released before January 2028.
Analysts Predict ‘Watershed Moment’ For Games IndustryPiers Harding-Rolls, an analyst at Ampere Analysis, called Sony’s announcement a “watershed moment” for the industry in a post on social media. According to Ampere’s data, Sony’s sales of digital games have replaced their sales for physical games. In 2013, digital sales made up only 13% of the company’s full game sales. But 12 years later this trend was reversed—digital sales made up 80% of all full games Sony sold last year, according to the firm’s data. Harding-Rolls later predicted Sony’s upcoming PlayStation 6 console, which does not have an official release date yet, will not include a physical disc drive on its standard version. In response to the news, Mat Piscatella, a games industry analyst at Circana, said in a Bluesky post “physical video games will last only as long as the console manufacturers allow them to.” Piscatella linked to data from his own firm that found consumers spent $1.6 billion on new physical games in the last 12-month period ending in May—down from a peak of $11.5 billion in 2009.
TangentThe news did not immediately impact GameStop stock price after markets opened on Wednesday morning. In March, GameStop reported a 14% revenue drop in its most recent fourth quarter as consumers migrated to digital downloads for games.
Vývojáři Bitcoinu řeší BIP-110, který by omezil typy transakcí jen na platby a peer-to-peer převody. Debata míří hlavně na Ordinals a Runy, ale nejde o plánovaný hard fork.
A new Bitcoin improvement discussion is putting one of the network’s most divisive questions back in the spotlight: what should Bitcoin block space be used for? BIP-110, a proposal under developer discussion, aims to limit transaction types to payments and peer-to-peer transfers, a move that could affect inscription-heavy activity such as Ordinals and Runes.
TL;DR Bitcoin developers are discussing BIP-110. The proposal would aim to filter transaction types viewed as on-chain spam. Ordinals and Runes traffic sit at the center of the debate. BIP-110 is a proposal, not an active or scheduled hard fork. The debate is not new. Since Ordinals brought inscription-style activity to Bitcoin, users have argued over whether that demand is a healthy fee market or a misuse of the chain. Supporters say Bitcoin is a permissionless network and users should be free to pay for block space. Critics argue that non-payment data clogs the network and moves Bitcoin away from its original monetary purpose.
The payment purist argument The case behind BIP-110 is rooted in a simple view of Bitcoin: the network should prioritize payments and value transfer. From that perspective, transactions that carry inscription data are treated as a distraction from Bitcoin’s core function. If the network becomes too congested with non-payment traffic, regular users may face higher fees and slower confirmation times.
That argument has gained renewed attention because Ordinals and Runes reportedly account for a large share of current Bitcoin network traffic. Some estimates place inscription-related activity at more than two-thirds of traffic. Even if that figure changes over time, it explains why the issue keeps returning. Block space is scarce, and everyone using Bitcoin is competing for it.
The open block-space argument The other side sees the proposal very differently. For Ordinals and Runes supporters, the point of Bitcoin is that users can broadcast valid transactions without asking permission. If someone pays the fee and follows consensus rules, they argue the network should not decide whether the transaction is morally or culturally acceptable.
There is also an economic argument. More activity means more fees. As Bitcoin’s block subsidy continues to decline over time, transaction fees become increasingly important for miner revenue. From that view, inscriptions may be messy, speculative, or even annoying, but they also help build the fee market that Bitcoin eventually needs.
Proposal, not policy The most important caveat is that BIP-110 is not a scheduled hard fork and should not be reported as one. It is an active proposal and debate. Bitcoin’s development process is deliberately slow, conservative, and difficult to force through. A technical idea can create a lot of noise without ever becoming network policy.
Still, the conversation matters because it shows Bitcoin’s identity debate is far from settled. Is Bitcoin only money, or is it a settlement layer where any valid transaction can compete? BIP-110 may or may not advance, but the argument around it will continue to shape how users, miners, and developers think about the network’s future.
For readers, the next few sessions matter because Bitcoin often needs confirmation from several places at once: spot demand, exchange flows, derivatives positioning, and the broader macro mood. One signal can start the conversation, but the stronger read comes when those signals begin lining up.
This report is based on information from Bitcoin BIPs GitHub Repository.
This article was written by the News Desk and edited by Samuel Rae.
Ripple chce z XRP Ledger udělat hlavní blockchain pro institucionální platby a přirozený domov pro regulované stablecoiny. Monica Long to potvrdila po zapojení Ripple do Open USD jako partnera pro denní integraci.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Ripple President Monica Long recently shared a vision for the future of digital payments. "The future of payments will be multichain, interoperable, and built on institutional-grade blockchain infrastructure," said the Ripple President.
The future of payments will be multichain, interoperable, and built on institutional-grade blockchain infrastructure.
Our focus is simple: continue making the XRPL the leading blockchain for institutional payments – and a natural home for the next generation of key regulated… https://t.co/8Pc5Yleskr
— Monica Long (@MonicaLongSF) June 30, 2026 Long was reacting to recent developments, including Ripple joining the Open USD stablecoin as a day-one integration partner, highlighting the company's commitment to open, multichain infrastructure that supports institutional adoption across the digital asset ecosystem.
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Open USD, a dollar-pegged stablecoin, was launched by a consortium of more than 140 financial and technology companies, including Visa, Mastercard, Stripe and Coinbase, on Tuesday.
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The roll call of backers resembles a cross-section of Wall Street and Silicon Valley. Ripple, BlackRock, BNY, Standard Chartered, Google and Shopify are all listed as founding partners.
With financial institutions showing growing interest in blockchain-based settlement and regulated stablecoins, Ripple President Long highlights the company's long-term strategy for expanding the role of the XRP Ledger, XRP and RLUSD in institutional finance.
XRP, XRPL and RLUSD vision outlinedAccording to Long, Ripple's focus remains simple: to continue making the XRP Ledger the leading blockchain for institutional payments. This demonstrates that Ripple is positioning the XRP Ledger as infrastructure for institutions seeking blockchain-based settlement solutions.
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Ripple is also concentrating its efforts to make the XRP Ledger a natural home for the next generation of key regulated stablecoins while growing the utility and adoption of RLUSD and XRP globally.
Long's comments show Ripple's commitment to enhancing the real-world utility and adoption of XRP alongside RLUSD as institutional demand continues.
Ripple Prime processes over $3 trillion annually on behalf of over 300 institutional clients, according to Mike Higgins. During a recent discussion, the Ripple Prime CEO shared where the infrastructure is headed next in an effort to bring the prime brokerage and clearing layer directly onto the XRP Ledger.
Klíčový whale indikátor pro XRP se po téměř čtyřech měsících obrátil do záporu a poprvé od února vysílá prodejní signál. Současně funding rate na Binance klesl na téměř -0,0139, nejníže za více než tři měsíce.
In a major XRP news today, a key on-chain whale indicator flipped negative for Ripple’s native crypto asset XRP. The on-chain metric now flashes a sell signal for the first time since February. Will XRP price witness further selling pressure and drop below $1 in the coming days amid growing headwinds?
Ripple Whale Flow Turns Negative for the First Time in 4 Months The XRP Whale Flow 30-DMA metric has now flipped negative, according to CryptoQuant on-chain data. This marks the first time the key Ripple whale indicator signaled selling pressure among whales after nearly 4 months.
XRP faced renewed distribution pressure over the past few weeks despite XRP Ledger upgrades, with Ripple whales liquidating their holdings. XRP price top in mid-May coincided with sustained whale distribution and a subsequent correction.
As CoinGape warned earlier, XRP whale activity has kept declining since early May. The whale accumulation dropped from 9-13 million daily whale activity to nearly 4 million XRP per day.
On Tuesday, whale flow dropped to 1.24 million. This indicates a shift in whale behavior amid rising uncertainty and a broader crypto market crash.
Ripple executive chairman Chris Larsen’s wallet addresses also became active again during this period. However, the transfers were significantly lower to shake XRP price.
XRP Whale Flow. Source: CryptoQuant XRP Funding Rates on Binance Hit 3-Month Low As XRP price failed to build upside momentum, funding rates for XRP perpetual contracts on Binance continued to fall. This indicates increasing selling pressure for Ripple’s native crypto asset in the derivatives market.
According to the latest funding rates data, the funding rate has fallen to almost -0.0139, the lowest level in more than three months. This means a shift in trader sentiment toward short positions.
Funding rates have fluctuated between positive and negative values over the past few months, triggering rising XRP prices and increased demand for long positions. However, this balance gradually shifted as bullish momentum weakened.
While persistently negative funding rates reflect weak market sentiment, reaching extremely low levels can sometimes trigger a short squeeze.
XRP Funding Rates. Source: CryptoQuant Will Price Fall amid Bearish XRP News? XRP price fell to a 24-hour low of $1.02 in the past 24 hours. But the price has since rebounded to $1.04, with a 24-hour high of $1.05. Moreover, trading volume has remained low in the past few days, indicating a decline in interest among traders.
Analyst Ali Martinez pointed out that XRP price could find support at $0.90. He highlighted that the UTXO Realized Price Distribution (URPD) on-chain data showed $0.80, $0.62, and $0.51 as key support levels to watch.
Moreover, XRP futures open interest fell nearly 2% to $2.28 billion as the Clarity Act passing odds tanked. The total open interest dropped more than 0.50% on CME and more than 2.30% on Binance.
Moreover, spot XRP ETFs recorded $2.83 million in net outflows on Tuesday, with Bitwise XRP ETF recording $5.82 million in redemptions. Also, Canary’s XRPC saw $2.99 million in inflows.
JPMorgan has voiced its support for the CLARITY Act, a legislative proposal designed to bring clearer rules to digital assets in the United States. Arguing that a transparent and consistent regulatory framework is vital for the growth of the crypto sector, the bank also cautioned that regulation should not be rushed.
Cautious optimism alongside support for regulationIn a joint opinion piece, JPMorgan executives Umar Farooq and Peter Muriungi stated that digital assets have moved beyond the realm of experimentation and are now becoming core elements of modern finance. The pair highlighted the growing use of digital assets in payment systems, trading, settlement, and cross-border transactions.
Umar Farooq and Peter Muriungi emphasized that digital assets have left behind their experimental phase, and are now a visible part of the financial infrastructure, from payments to international transfers.
According to the executives, the next frontier in financial innovation will be tokenization and programmable money. By moving real-world assets onto blockchain networks and automating transactions through smart contracts, processes such as settlement can be accelerated, costs lowered, and global payments made more efficient.
Glossary: Tokenization refers to creating a digital representation of real-world assets—such as stocks, bonds, or real estate—on a blockchain. Programmable money describes digital currencies that can transfer automatically when certain conditions are met.
Still, JPMorgan stressed that innovation should be matched by robust safeguards. The bank argued that an effective legal framework must clearly define consumer protections, market integrity, and the responsibilities of regulatory bodies. Without these, there is a risk that vulnerabilities will shift to less well-supervised areas.
Why this matters for Ripple and XRPThis approach carries particular significance for XRP and Ripple. Ripple has long grappled with regulatory uncertainty in the US. Its high-profile legal battle with the SEC concluded in August of last year. Despite some notable court victories for Ripple, a comprehensive framework governing the oversight of digital assets remains unresolved.
The CLARITY Act is designed to reduce this uncertainty and distribute regulatory responsibilities more clearly. With more defined rules, banks, fintechs, developers, and institutional investors could be expected to place greater trust in blockchain-based financial products.
Potential boost for institutional adoptionClearer regulation could provide a favorable environment for Ripple, which aims to enable faster and lower-cost cross-border payments. As the legal landscape becomes more defined, financial institutions may be more inclined to integrate Ripple’s payment technology and use XRP as an on-demand liquidity bridge asset.
JPMorgan’s support highlights a growing shift toward blockchain-backed financial infrastructure on a broader scale. Should the CLARITY Act become law, it is expected to reduce at least part of the regulatory uncertainty seen as a major obstacle to institutional participation.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Ripple has released 1 billion XRP into the market squarely on schedule.
Executed in the early hours of July 1, the release follows a predetermined, mathematically enforced cryptographic schedule that has governed the asset's supply since 2017.
According to on-chain tracker Whale Alert, the 1 billion tokens (valued at approximately $1.04 billion) were released across three separate tranches.
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On-chain data logged the transactions taking place at approximately 07:30 AM, confirming the exact 1 billion token figure. The funds were released from Ripple's escrow accounts in three distinct instalments.
Ensuring predicability The mechanism behind this massive monthly release is fully automated and hardcoded into the ledger. In December 2017, Ripple sought to eliminate fears of a sudden market dump by placing 55 billion XRP into a series of smart-contract-based escrows on the XRP Ledger. The system is programmed to release a maximum of 1 billion tokens on the first day of every month.
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A billion tokens unlocked does not mean a billion tokens flood the open retail market. Historically, Ripple returns a significant majority (often between 600 million and 800 million XRP) back into new escrow contracts shortly after the unlock, keeping only a fraction for operational expenses and institutional sales.
The primary metric the market watches is not the unlock itself, but rather the subsequent "re-escrow" transactions that typically follow within 24 to 48 hours. Those secondary transactions dictate the net new supply actually entering circulation for the month.
As reported by U.Today, CTO Emeritus David Schwartz addressed speculation that Ripple's XRP escrow could run dry by 2035. He stated that pinpointing an exact year is impossible because it depends entirely on Ripple's future operational needs and how much of the monthly 1 billion unlocked XRP gets returned to escrow.
In the meantime, crypto commentator Bill Morgan recently urged Ripple to speed up the release of its escrowed XRP tokens instead of continuously re-locking them. He argues that getting the circulating supply to 100% faster would allow XRP to quickly become "the best hard money."
Current estimates suggest it will take another nine years (around 2035) for Ripple’s remaining stash of roughly 38.15 billion XRP to be completely emptied.
XRP a HYPE ETF v červnu přilákaly čisté přílivy 59 milionů USD a 161 milionů USD. To naznačuje rostoucí institucionální zájem navzdory odlivům z Bitcoin ETF a Ethereum ETF.
XRP and HYPE ETFs saw significant net inflows in June 2026, amounting to $59 million and $161 million, respectively, according to CoinDesk. This development contrasts with the broader trend of outflows in Bitcoin and Ethereum ETFs during the same period. These inflows may indicate increased institutional interest in these assets, supported by regulatory developments such as the CLARITY Act for XRP and strong on-chain demand for HYPE. XRP’s price hovered around $1.30 in early June, while HYPE reached approximately $57, close to its all-time high.
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Key Takeaways XRP and HYPE ETFs’ net inflows in June suggest growing institutional interest, contrasting with outflows in other crypto ETFs. Market pricing suggests that the inflow into XRP ETFs could influence XRP’s price, potentially pushing it higher. Regulatory clarity and robust on-chain demand appear to support these inflows and the positive market sentiment surrounding XRP and HYPE. What to Watch Watch for the potential impact of regulatory developments, particularly the passage of the CLARITY Act, which could further influence XRP’s price movement. Additionally, any significant announcements from major asset managers regarding XRP ETFs might affect the pricing. Observing XRP’s ability to break resistance levels, such as $1.45, and market reactions to broader crypto trends will be crucial in the coming days.
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Term Structure
Contract Odds Δ since publish Volume 24h July 6 1.8% — — View market → July 6 26% — — View market → July 6 55.5% — — View market → July 6 1.4% — — View market → July 6 2.2% — — View market →
