Costco Wholesale Club Inc. NASDAQ: COST recently reported its June sales numbers, and on first glance, it appears to be another strong month of growth for the country’s premier wholesale club.
However, the stock’s milquetoast reaction shows how much of a curve the company is graded upon.
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When your multiple looks more like a tech sector growth darling than a big box retailer, ‘good’ simply isn’t good enough.
And when you dig under the surface, the latest sales numbers highlight an unnerving trend.
Strong Headline Numbers Obfuscate Underlying WeaknessCostco released its comp sales figures for June, and it's a print that many other retailers would view with envy. Net sales for the period totaled $29.24 billion, up 10.6% year-over-year (YOY) and 7.6% when removing gas and currency effects. The board also declared a $1.47-per-share dividend, payable in August with a record date of July 24. But despite these strong headline numbers, weakness is brewing under the surface.
Overall MarketRank™91st Percentile
Analyst RatingModerate Buy
Upside/Downside12.6% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment1.02 Insider TradingSelling Shares
Proj. Earnings Growth10.15%
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Gas price volatility was a major tailwind for Costco as weary consumers turned to wholesale clubs for relief at the pump. Costco typically prices its gas below retail to drive volume and get more people into its stores (also known as a loss leader). But now that gas prices are dropping again, this tailwind is evaporating, and the June sales print tells the tale. When stripping out gas and currency, the 7.6% U.S. comp number is a stark deceleration from May’s 8.7% comps ex-gas and currency. The total drop is actually even steeper; 8.8% in June versus 12.5% in May, highlighting just how much fuel prices drove the advance.
U.S. stores might be in good shape, but the international market is a growing concern. Canadian adjusted comps plummeted again from 7.6% in April to 5.6% in May to 4.9% in June, and total international adjusted comps dropped from 8.0% in May to 7.0% in June. Soft international markets could limit upside if U.S. comp sales reaccelerate, now that fighting has resumed in Iran and gas prices are once again on the upswing.
Stock Still Trades at Extreme Valuation Compared to Other RetailersCostco remains an excellent business with a loyal membership base, strong overall sales growth (net sales up 11.6% YOY as of May’s fiscal Q3 2026 report), and a hot dog-and-soda combo that still costs just $1.50. But the stock has long been priced to imply perfect execution, and when you trade at 46 times forward earnings with a Price/Earnings Growth (PEG) ratio nearly at 4.5, investors take notice of any little dent in the armor.
The retail sector trades at about 21 times earnings, which is less than half the current valuation bestowed on COST shares. While a company with sales and membership numbers like Costco's deserves an elevated multiple, trading at more than twice the industry average while overall comp sales are declining is a blazing red flag that even a FIFA referee could see.
Prominent retailers like Walmart Inc. NASDAQ: WMT and Target Inc. NYSE: TGT trade at 40 and 18 times earnings, respectively, well below Costco’s valuation. Even a direct competitor like BJ’s Wholesale Club Holdings Inc. NYSE: BJ trades at 21 times earnings and 0.55 times sales.
Here’s a way to frame the new narrative shaping retail: the market is no longer looking for premium compounders like COST (up nearly 9% year-to-date), but cheap laggards like TGT, which is up more than 40% so far in 2026.
Technical Collapse Brings Shares Down With ItCostco’s fundamentals remain strong despite the sales hit, but the troublesome technicals are appearing in full force. The stock briefly surged to a new all-time high in May following gasoline shocks induced by the Iran war, as new members flocked to stores after filling their tanks with cheap fuel. But once war hostilities faded, so did the rally in COST shares. The stock has pulled back approximately 15% from its previous all-time high, and the technical signals under the hood aren’t pointing to a rebound anytime soon.
Shares now trade below the 50-day and 200-day moving averages, and the Relative Strength Index (RSI) has been firmly in bearish territory since the end of May. The Moving Average Convergence Divergence (MACD) indicator also shows downward momentum continuing to gain strength.
For long-term investors, this is likely not the time to sell, as the company still has 92% renewal rates and the digitally enabled comps are a bright spot at 21%. But new investors are likely better served waiting for a more attractive entry point. A deceleration doesn’t mean deterioration, but a stock trading at 46 times earnings can’t afford even a brief slowdown if it wants to maintain bullish momentum.
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The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
Bristol Myers Squibb pořizuje nejnovější výpočetní systém Nvidia DGX SuperPOD na bázi Vera Rubin pro využití AI ve výzkumu a vývoji léků. Firma bude první společností z oblasti life sciences s tímto systémem.
Item 1 of 2 Test tubes are seen in front of a displayed Bristol Myers Squibb logo in this illustration taken, May 21, 2021. REUTERS/Dado Ruvic/Illustration
[1/2]Test tubes are seen in front of a displayed Bristol Myers Squibb logo in this illustration taken, May 21, 2021. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
CompaniesNEW YORK, July 20 (Reuters) - Bristol Myers Squibb (BMY.N), opens new tab said on Monday it is buying the latest-generation computing system from chip company Nvidia (NVDA.O), opens new tab to support its use of artificial intelligence across its drug discovery and development operations.
The drugmaker said it will be the first life sciences company to buy an Nvidia DGX SuperPOD based on its Vera Rubin systems. The chipmaker unveiled its Vera Rubin architecture earlier this year as the successor to its current generation of AI computing systems.
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Financial terms of the Bristol Myers investment were not disclosed. It builds on a smaller SuperPOD system the drugmaker bought from Nvidia, which is around two or three generations behind Vera Rubin, BMS executives said in an interview.
Pharmaceutical companies are increasingly investing in AI infrastructure to try to identify drug targets faster and improve the odds that experimental drugs succeed in clinical trials.
Robert Plenge, chief research officer at Bristol Myers, said the new capabilities would allow the company to cycle through many more potential drug candidates early in the drug development cycle.
"Maybe before we could do 10 and now we can do dozens," he said.
Plenge also said that the company is already using AI tools to cut the time to make medicines to test in trials by 20% to 30%. That could even reach 50% in coming years, he said.
He said one experimental sickle cell disease treatment currently in early clinical development by the company would likely not have been discovered if not for AI-enabled research.
Greg Meyers, the company's chief digital and technology officer, said the investment was driven in part by rapidly growing computing demands as Bristol deploys larger AI models across its research organization. It uses AI in all of its small-molecule and most of its large-molecule programs.
He also said the new system will be more energy efficient.
"When you host these things, you have to pay an electric bill," Meyers said. "Think of it as 10 times more compute capacity per watt spent ... Electricity is not getting cheaper."
Reporting by Michael Erman; editing by David Gaffen
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Micron (MU +0.04%) has been an incredible performer this year, with the stock tripling. However, it has sold off by more than 25% in recent weeks as fears grow regarding the health of its business. While it's fair to be cautious, Micron has already told investors that there's no need to fear due to the long-term outlook.
Micron informed investors during its latest earnings call that it expects "tightness" in the memory chip market to last beyond 2027, which should ease some fears. That language, combined with the sell-off, makes Micron a great stock to buy now. If you missed out on some of its initial run-up, now could be a perfect second chance.
Image source: The Motley Fool.
The memory chip market is cyclical Investors are a bit cautious about buying too much into Micron's future because of the nature of its business. Micron is a memory chip fabricator, making NAND and DRAM. There is always demand for these products, as memory chips are important parts of every computing system, be it a data center, smartphone, or laptop. However, there isn't a ton that sets one manufacturer's memory chip apart from another's, so the market is fairly commoditized. With AI data center build-outs causing a historic spike in demand, Micron and its peers don't have the production capacity to meet it. As a result, memory chip prices have skyrocketed, making everything more expensive in the computing industry.
Micron and its peers are the primary beneficiaries of those rising memory chip prices, and this has translated into jaw-dropping revenue and earnings growth for Micron.
MU Revenue (Quarterly YoY Growth) data by YCharts.
It isn't done there, either. Wall Street expects 81% revenue growth in the company's next fiscal year. However, all of the memory makers are building new foundries, so supplies will eventually grow. At some point, the shortage should ease. It could also turn into a glut, which would crash memory chip prices and put Micron's investment thesis in peril. That's why the market is hesitant to bid the stock to a higher valuation, but knowing that the memory chip market supply will remain tight beyond 2027 should ease investors' concerns for the next couple of years.
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The market will eventually come back around to Micron's stock, although it could take a bit of time. In the meantime, Micron's stock is priced at a pretty cheap 11.6 times expected earnings for its fiscal year 2026 (which ends in August) and 5.7 times expected fiscal 2027 earnings. Those prices appear cheap, but if the memory market crashes, they may actually look expensive. However, with a rosy outlook for at least another year and a half, I think investors are fine to scoop up Micron's stock. Still, they'll have to continue monitoring market conditions and be willing to sell once some of the demand pressure in the memory chip market is alleviated.
Micron a SanDisk v předobchodní fázi obchodování rostly po prudkém výprodeji polovodičů, který přiměl investory znovu nakupovat paměťové akcie. KeyBanc stále očekává přetrvávající nedostatek paměťových čipů až do roku 2027.
Micron and SanDisk shares rebounded in the early premarket trading on Monday after a bruising semiconductor sell-off forced investors to reassess one of the most crowded parts of the artificial intelligence trade.
At 5:45 am ET, Micron (NASDAQ: MU) was up more than 3%, while SanDisk (NASDAQ: SNDK) had gained about 2.5%, according to market data, as investors attempted to buy the dip following last week’s sharp sell-off.
The reversal captures the debate confronting memory investors: did last week’s rout create an attractive entry point, or is the market beginning to anticipate the next downturn in a notoriously cyclical industry?
The rebound followed a punishing week for AI hardware as the Philadelphia Semiconductor Index dropped 1.6% on Friday and entered a bear market after falling more than 20% from its June peak.
Micron ended the week roughly 30% below its June record, while SanDisk had retreated more than 28% from its June 25 high.
SanDisk stock rose by more than 600% in 2026, underscoring how far expectations and valuations had run before the correction.
That reset encouraged traders to revisit companies still benefiting from constrained supply and rising prices.
JPMorgan cross-asset strategist Fabio Bassi described the chip decline as a temporary “wobble”, rather than the end of the AI rally, in comments reported by The Wall Street Journal.
Bassi said memory stocks had become highly concentrated positions, allowing small changes in sentiment to produce unusually large moves.
Demand for the computing capacity required by AI, however, remained strong.
That helps explain why Monday’s buyers emerged quickly, even though the broader valuation and spending concerns behind Friday’s rout had not disappeared.
The fundamental argument has not disappeared.
KeyBanc analyst John Vinh said “memory shortages remain persistent” after supply-chain checks in Asia. Vinh expects tight conditions through 2027.
KeyBanc forecasts DRAM prices will rise 15% to 20% sequentially in the third quarter and another 15% in the fourth. NAND prices could jump 30% to 40% this quarter, followed by another 15% increase.
Micron is heavily exposed to DRAM and high-bandwidth memory used alongside AI accelerators.
SanDisk is centred on NAND flash and enterprise solid-state drives, which store and retrieve the datasets used in AI workloads.
Evercore ISI analyst Amit Daryanani told clients that SanDisk’s long-term customer agreements were creating a “new memory paradigm.”
Those contracts improve visibility into revenue, earnings and cash flow while clean-room capacity remains constrained.
The same shortage supporting prices is encouraging enormous investment.
Samsung and SK Hynix have outlined hundreds of billions of dollars in new manufacturing projects, while Micron recently raised its planned United States investment to more than $250 billion through 2035.
That spending will take years to affect output, but it revives memories of previous cycles when shortages triggered overbuilding and falling prices.
China’s ChangXin Memory Technologies is another concern.
Morgan Stanley estimates China could provide about 30% of net DRAM wafer additions through 2028.
Higher memory prices may also become self-defeating.
Costlier DRAM, HBM and NAND raise the expense of AI infrastructure, increasing pressure on hyperscalers already being asked to prove returns on huge capital budgets.
Zcash dokončil přechod z zcashd na Zebra a Zakura a vstupuje do éry Ironwood. Síť zároveň posiluje dlouhodobou bezpečnost díky formálnímu ověření a kvantové obnově.
Zcash’s infrastructure has entered a new phase as the network completes its transition away from its original software implementation. That evolution took nearly a decade, beginning with zcashd’s 2016 launch before Zebra’s 2024 release introduced a Rust-based alternative.
After the 2024 deprecation notice, node operators had enough time to switch over before the planned retirement. On the 18th of July, zcashd reached end of support at block height 3417100.
Source: X Meanwhile, Zakura completed the new node ecosystem. Rather than simply replacing legacy software, the transition strengthens maintainability, prepares the network for Ironwood, and reduces long-term operational risk.
Zcash’s adoption remains intact Completing Zcash’s infrastructure transition did not remove the market’s biggest question. Instead, it shifted attention to whether users still trusted the network after the Orchard vulnerability. Early activity suggests that confidence largely held.
Although shielded balances declined 14% to 4.42 million ZEC, users continued relying on private transactions, which rose 11.1% QoQ to 131,584.
Source: Zcash on X This trend became even more significant as the anonymity set for ZCash expanded by 325,127 units to 124.08 million.
This indicated an increase in participants using ZCash for privacy purposes. In addition, average daily trading volume increased by 33.8% QoQ to $373 million. This further reinforces that overall use of the network has been increasing.
Rather than reflecting weakening adoption, these trends point to cautious capital repositioning while confidence in Zcash’s privacy infrastructure remained intact.
Formal verification reinforces protocol integrity Even resilient blockchain networks are ultimately judged by how they respond to critical security threats. Zcash faced such a test when researchers found a flaw in Orchard shielded pools that secured roughly 85% of shielded value.
But the flaw stayed contained because disclosure was coordinated, and developers were able to release an emergency fix within days. More importantly, this flaw allowed forgery inside Orchard rather than inflating the total supply of ZEC.
The turnstile mechanism prevented forged funds from leaving the pool other than legitimate deposits. Looking ahead, Ironwood strengthens this protection through formal verification and quantum recovery too.
Together these upgrades move Zcash from reactive fixes towards stronger assurances of long-term security and confidence within the ecosystem.
Final Summary Zcash [ZEC] completed its migration to Zebra and Zakura, strengthening infrastructure while maintaining resilient network activity. Zcash enters the Ironwood era with formal verification and quantum recovery, reinforcing long-term protocol security.
AIA Group Ltd. ve 1. čtvrtletí snížila podíl v Intuit o 54,1 % na 7 492 akcií v hodnotě 3,239 milionu USD. Institucionální investoři nyní drží 83,66 % akcií.
AIA Group Ltd decreased its position in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 54.1% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,492 shares of the software maker’s stock after selling 8,832 shares during the period. AIA Group Ltd’s holdings in Intuit were worth $3,239,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank bought a new stake in shares of Intuit in the 4th quarter worth approximately $3,058,407,000. Nicholas Hoffman & Company LLC. bought a new stake in Intuit during the first quarter worth approximately $785,564,000. Arrowstreet Capital Limited Partnership grew its position in Intuit by 36.3% in the fourth quarter. Arrowstreet Capital Limited Partnership now owns 1,923,842 shares of the software maker’s stock worth $1,274,391,000 after buying an additional 512,684 shares during the last quarter. Bank of New York Mellon Corp grew its position in Intuit by 20.3% in the fourth quarter. Bank of New York Mellon Corp now owns 2,791,212 shares of the software maker’s stock worth $1,848,954,000 after buying an additional 471,451 shares during the last quarter. Finally, SG Americas Securities LLC increased its holdings in shares of Intuit by 172.1% in the first quarter. SG Americas Securities LLC now owns 674,982 shares of the software maker’s stock valued at $291,849,000 after buying an additional 426,952 shares in the last quarter. 83.66% of the stock is currently owned by institutional investors.
Trending Headlines about Intuit Here are the key news stories impacting Intuit this week:
Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Insider Buying and Selling at Intuit In other news, Director Vasant M. Prabhu purchased 500 shares of Intuit stock in a transaction dated Tuesday, May 26th. The stock was acquired at an average cost of $309.71 per share, for a total transaction of $154,855.00. Following the acquisition, the director directly owned 1,750 shares in the company, valued at $541,992.50. This represents a 40.00% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Richard L. Dalzell sold 284 shares of the business’s stock in a transaction that occurred on Tuesday, June 23rd. The shares were sold at an average price of $262.32, for a total value of $74,498.88. Following the completion of the sale, the director directly owned 11,758 shares of the company’s stock, valued at approximately $3,084,358.56. The trade was a 2.36% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 1,239 shares of company stock valued at $348,354. 2.49% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth A number of equities research analysts have recently commented on the company. Northcoast Research cut their price objective on Intuit from $575.00 to $465.00 and set a “buy” rating for the company in a research report on Thursday, May 21st. Evercore decreased their target price on Intuit from $540.00 to $400.00 and set an “outperform” rating on the stock in a report on Thursday, May 21st. UBS Group cut their target price on Intuit from $440.00 to $360.00 and set a “neutral” rating on the stock in a research report on Thursday, May 21st. Royal Bank Of Canada reduced their target price on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a report on Thursday, May 21st. Finally, Mizuho decreased their price target on Intuit from $600.00 to $500.00 and set an “outperform” rating for the company in a research report on Tuesday, May 26th. Twenty-two research analysts have rated the stock with a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $490.39.
Read Our Latest Stock Report on INTU
Intuit Stock Performance INTU stock opened at $291.09 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.45 and a current ratio of 1.45. The stock has a market cap of $79.62 billion, a P/E ratio of 17.63, a P/E/G ratio of 1.07 and a beta of 1.00. The firm has a 50 day simple moving average of $303.20 and a 200 day simple moving average of $404.68. Intuit Inc. has a 52 week low of $252.84 and a 52 week high of $813.70.
Intuit (NASDAQ:INTU – Get Free Report) last released its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, beating the consensus estimate of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The firm had revenue of $8.56 billion for the quarter, compared to analyst estimates of $8.54 billion. During the same quarter in the prior year, the business earned $11.65 EPS. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. Research analysts anticipate that Intuit Inc. will post 18.18 earnings per share for the current fiscal year.
Intuit Announces Dividend The business also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were paid a $1.20 dividend. The ex-dividend date of this dividend was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Intuit’s dividend payout ratio is 29.07%.
Intuit Company Profile (Free Report)
Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.
Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.
Further Reading Five stocks we like better than Intuit Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. (NASDAQ:INTU – Free Report).
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Avalon Trust Co v 1. čtvrtletí snížila svůj podíl v Broadcom o 10,4 % a držela 297 552 akcií v hodnotě 92,095 milionu USD. Broadcom tvoří 6,3 % portfolia fondu.
Avalon Trust Co lowered its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 10.4% during the first quarter, according to the company in its most recent filing with the SEC. The fund owned 297,552 shares of the semiconductor manufacturer’s stock after selling 34,471 shares during the period. Broadcom makes up 6.3% of Avalon Trust Co’s portfolio, making the stock its 4th largest holding. Avalon Trust Co’s holdings in Broadcom were worth $92,095,000 as of its most recent filing with the SEC.
Several other hedge funds have also recently bought and sold shares of the stock. Brighton Jones LLC raised its position in shares of Broadcom by 21.8% in the fourth quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock valued at $6,882,000 after buying an additional 5,322 shares in the last quarter. Revolve Wealth Partners LLC grew its position in Broadcom by 10.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock worth $1,854,000 after buying an additional 756 shares in the last quarter. United Bank increased its stake in Broadcom by 76.5% during the 1st quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock worth $392,000 after acquiring an additional 1,014 shares during the period. Sivia Capital Partners LLC raised its holdings in Broadcom by 10.1% in the 2nd quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock valued at $3,499,000 after acquiring an additional 1,160 shares in the last quarter. Finally, Capital & Planning LLC raised its holdings in Broadcom by 10.5% in the 2nd quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock valued at $1,098,000 after acquiring an additional 378 shares in the last quarter. 76.43% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Broadcom Here are the key news stories impacting Broadcom this week:
Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Insider Buying and Selling In other news, insider Mark David Brazeal sold 25,000 shares of the stock in a transaction dated Friday, July 10th. The stock was sold at an average price of $401.33, for a total value of $10,033,250.00. Following the completion of the sale, the insider owned 194,989 shares of the company’s stock, valued at approximately $78,254,935.37. This represents a 11.36% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Gayla J. Delly sold 1,890 shares of the firm’s stock in a transaction dated Wednesday, July 8th. The stock was sold at an average price of $385.38, for a total value of $728,368.20. Following the transaction, the director owned 31,326 shares of the company’s stock, valued at $12,072,413.88. This trade represents a 5.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 61,644 shares of company stock valued at $24,016,214 in the last quarter. 1.90% of the stock is currently owned by company insiders.
Wall Street Analyst Weigh In Several research firms have recently issued reports on AVGO. Susquehanna reissued a “positive” rating and set a $490.00 target price (up from $450.00) on shares of Broadcom in a report on Thursday, May 28th. UBS Group set a $485.00 price target on Broadcom and gave the company a “buy” rating in a research note on Thursday, June 4th. Wall Street Zen downgraded shares of Broadcom from a “strong-buy” rating to a “buy” rating in a research note on Saturday. Jefferies Financial Group set a $550.00 target price on shares of Broadcom and gave the company a “buy” rating in a report on Thursday, June 4th. Finally, JPMorgan Chase & Co. boosted their target price on shares of Broadcom from $500.00 to $580.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-eight have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $493.24.
Get Our Latest Analysis on Broadcom
Broadcom Price Performance Shares of NASDAQ AVGO opened at $370.83 on Monday. The company has a 50 day simple moving average of $401.29 and a 200 day simple moving average of $365.42. The firm has a market cap of $1.76 trillion, a PE ratio of 61.81, a price-to-earnings-growth ratio of 0.65 and a beta of 1.45. Broadcom Inc. has a 1 year low of $273.00 and a 1 year high of $495.00. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01.
Broadcom (NASDAQ:AVGO – Get Free Report) last posted its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. The firm had revenue of $22.19 billion for the quarter, compared to analyst estimates of $22.13 billion. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The company’s revenue for the quarter was up 47.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.58 EPS. On average, research analysts forecast that Broadcom Inc. will post 10.24 EPS for the current year.
Broadcom Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date was Monday, June 22nd. Broadcom’s dividend payout ratio is presently 43.33%.
Broadcom Profile (Free Report)
Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.
On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.
See Also Five stocks we like better than Broadcom Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report).
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Gallagher Capital Advisors v 1. čtvrtletí zvýšila podíl v Broadcomu o 153,4 % na 4 756 akcií v hodnotě 1,472 milionu USD. Broadcom zároveň oznámil čtvrtletní tržby 22,19 miliardy USD a EPS 2,44 USD, nad odhady.
Gallagher Capital Advisors LLC lifted its position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) by 153.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 4,756 shares of the semiconductor manufacturer’s stock after buying an additional 2,879 shares during the period. Gallagher Capital Advisors LLC’s holdings in Broadcom were worth $1,472,000 as of its most recent SEC filing.
Other large investors have also made changes to their positions in the company. ROSS JOHNSON & Associates LLC lifted its stake in shares of Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock valued at $25,000 after purchasing an additional 66 shares in the last quarter. Networth Advisors LLC grew its holdings in shares of Broadcom by 546.2% during the 1st quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 71 shares during the period. SWAN Capital LLC increased its position in Broadcom by 261.9% during the 4th quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock worth $26,000 after purchasing an additional 55 shares in the last quarter. Nvest Wealth Strategies Inc. acquired a new stake in Broadcom during the 4th quarter worth approximately $33,000. Finally, Family CFO Inc purchased a new position in Broadcom in the fourth quarter valued at approximately $35,000. 76.43% of the stock is owned by hedge funds and other institutional investors.
Broadcom News Roundup Here are the key news stories impacting Broadcom this week:
Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Broadcom Stock Performance Broadcom stock opened at $370.83 on Monday. Broadcom Inc. has a 52 week low of $273.00 and a 52 week high of $495.00. The company has a current ratio of 2.24, a quick ratio of 2.01 and a debt-to-equity ratio of 0.71. The stock has a market cap of $1.76 trillion, a P/E ratio of 61.81, a price-to-earnings-growth ratio of 0.65 and a beta of 1.45. The stock has a 50 day moving average of $401.29 and a 200-day moving average of $365.42.
Broadcom (NASDAQ:AVGO – Get Free Report) last posted its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 EPS for the quarter, topping analysts’ consensus estimates of $2.40 by $0.04. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The business had revenue of $22.19 billion during the quarter, compared to the consensus estimate of $22.13 billion. During the same period last year, the firm earned $1.58 earnings per share. The company’s revenue for the quarter was up 47.9% compared to the same quarter last year. On average, analysts expect that Broadcom Inc. will post 10.24 EPS for the current fiscal year.
Broadcom Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were issued a $0.65 dividend. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Monday, June 22nd. Broadcom’s payout ratio is presently 43.33%.
Insider Buying and Selling at Broadcom In other Broadcom news, Director Gayla J. Delly sold 1,890 shares of the company’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $385.38, for a total transaction of $728,368.20. Following the completion of the sale, the director directly owned 31,326 shares of the company’s stock, valued at approximately $12,072,413.88. This represents a 5.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Harry L. You acquired 1,000 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The stock was purchased at an average cost of $373.57 per share, with a total value of $373,570.00. Following the purchase, the director directly owned 38,466 shares in the company, valued at approximately $14,369,743.62. This trade represents a 2.67% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have sold 61,644 shares of company stock valued at $24,016,214 over the last quarter. Company insiders own 1.90% of the company’s stock.
Analyst Ratings Changes A number of research analysts have weighed in on the stock. TD Cowen reaffirmed a “buy” rating and set a $500.00 price target on shares of Broadcom in a research report on Thursday, June 4th. Royal Bank Of Canada increased their price objective on shares of Broadcom from $360.00 to $400.00 and gave the stock a “sector perform” rating in a research report on Thursday, June 4th. Oppenheimer reissued an “outperform” rating and issued a $535.00 target price (up from $450.00) on shares of Broadcom in a research note on Thursday, June 4th. Rosenblatt Securities restated a “buy” rating and set a $500.00 target price on shares of Broadcom in a report on Thursday, June 4th. Finally, Evercore reaffirmed an “outperform” rating and set a $582.00 price target on shares of Broadcom in a research report on Tuesday, May 19th. One research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $493.24.
Check Out Our Latest Report on AVGO
About Broadcom (Free Report)
Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.
On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.
Featured Stories Five stocks we like better than Broadcom Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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NEXT HEADLINE »511,648 Shares in Broadcom Inc. $AVGO Acquired by Aware Super Pty Ltd as trustee of Aware Super
Aware Super v 1. čtvrtletí koupila novou pozici 511 648 akcií Broadcom za zhruba 158,36 mil. USD. Podíl tvoří 2,4 % portfolia a je jeho 8. největší pozicí.
Aware Super Pty Ltd as trustee of Aware Super bought a new position in shares of Broadcom Inc. (NASDAQ:AVGO – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 511,648 shares of the semiconductor manufacturer’s stock, valued at approximately $158,360,000. Broadcom comprises about 2.4% of Aware Super Pty Ltd as trustee of Aware Super’s portfolio, making the stock its 8th biggest holding.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC increased its position in shares of Broadcom by 21.8% during the 4th quarter. Brighton Jones LLC now owns 29,683 shares of the semiconductor manufacturer’s stock worth $6,882,000 after purchasing an additional 5,322 shares during the last quarter. Revolve Wealth Partners LLC lifted its position in Broadcom by 10.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 7,997 shares of the semiconductor manufacturer’s stock valued at $1,854,000 after buying an additional 756 shares during the last quarter. United Bank lifted its position in Broadcom by 76.5% in the first quarter. United Bank now owns 2,339 shares of the semiconductor manufacturer’s stock valued at $392,000 after buying an additional 1,014 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in Broadcom by 10.1% during the second quarter. Sivia Capital Partners LLC now owns 12,693 shares of the semiconductor manufacturer’s stock worth $3,499,000 after buying an additional 1,160 shares during the period. Finally, Capital & Planning LLC boosted its stake in Broadcom by 10.5% during the second quarter. Capital & Planning LLC now owns 3,983 shares of the semiconductor manufacturer’s stock worth $1,098,000 after buying an additional 378 shares during the period. Hedge funds and other institutional investors own 76.43% of the company’s stock.
Insider Activity In related news, Director Justine Page sold 1,602 shares of the stock in a transaction on Monday, June 29th. The stock was sold at an average price of $373.86, for a total value of $598,923.72. Following the transaction, the director owned 17,426 shares of the company’s stock, valued at $6,514,884.36. This represents a 8.42% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, insider Mark David Brazeal sold 25,000 shares of the firm’s stock in a transaction on Friday, July 10th. The shares were sold at an average price of $401.33, for a total value of $10,033,250.00. Following the completion of the sale, the insider owned 194,989 shares in the company, valued at approximately $78,254,935.37. This represents a 11.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 61,644 shares of company stock valued at $24,016,214 over the last quarter. Company insiders own 1.90% of the company’s stock.
Analyst Upgrades and Downgrades A number of equities research analysts have recently issued reports on AVGO shares. Zacks Research downgraded shares of Broadcom from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 21st. Truist Financial lifted their price objective on Broadcom from $545.00 to $550.00 and gave the company a “buy” rating in a research note on Thursday, June 4th. TD Cowen reiterated a “buy” rating and issued a $500.00 price objective on shares of Broadcom in a report on Thursday, June 4th. Weiss Ratings upgraded Broadcom from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday. Finally, Morgan Stanley set a $502.00 target price on Broadcom and gave the company an “overweight” rating in a research report on Thursday, June 4th. One analyst has rated the stock with a Strong Buy rating, twenty-eight have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $493.24.
Check Out Our Latest Report on AVGO
Broadcom Stock Performance Shares of Broadcom stock opened at $370.83 on Monday. Broadcom Inc. has a one year low of $273.00 and a one year high of $495.00. The company has a market cap of $1.76 trillion, a PE ratio of 61.81, a P/E/G ratio of 0.65 and a beta of 1.45. The company has a debt-to-equity ratio of 0.71, a quick ratio of 2.01 and a current ratio of 2.24. The business has a 50-day simple moving average of $401.29 and a 200-day simple moving average of $365.42.
Broadcom (NASDAQ:AVGO – Get Free Report) last issued its earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share for the quarter, beating the consensus estimate of $2.40 by $0.04. Broadcom had a net margin of 38.85% and a return on equity of 41.61%. The firm had revenue of $22.19 billion for the quarter, compared to analysts’ expectations of $22.13 billion. During the same quarter last year, the company earned $1.58 earnings per share. The firm’s revenue was up 47.9% compared to the same quarter last year. On average, equities research analysts forecast that Broadcom Inc. will post 10.24 EPS for the current fiscal year.
Broadcom Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Tuesday, June 30th. Shareholders of record on Monday, June 22nd were given a $0.65 dividend. The ex-dividend date of this dividend was Monday, June 22nd. This represents a $2.60 dividend on an annualized basis and a dividend yield of 0.7%. Broadcom’s dividend payout ratio is currently 43.33%.
Key Stories Impacting Broadcom Here are the key news stories impacting Broadcom this week:
Positive Sentiment: Standard Chartered chose Broadcom to support a long-term modernization of its global banking infrastructure, underscoring Broadcom’s role in secure private-cloud and enterprise networking solutions. Standard Chartered Selects Broadcom to Deliver Secure, Always-On Banking Services at Global Scale Positive Sentiment: Wall Street commentary continues to describe Broadcom as a core AI beneficiary, and some analysts have raised price targets even after the stock pullback. As Shares Fall, Analyst Are Boosting Their Broadcom Price Targets Neutral Sentiment: Broadcom remains a major talking point in AI-focused market coverage, with some investors viewing it as an indicator for the broader market and semiconductor cycle. Jim Cramer Says Broadcom Will Tell You When the Market Is About to Turn Negative Sentiment: Broadcom is facing renewed skepticism around valuation, with one report asking whether the AI story has made the stock too expensive. Has Broadcom Become Too Expensive for Its AI Story? Negative Sentiment: The stock is also being hit by a broader selloff in semiconductor names as investors rotate away from AI-capex winners and worry about a slowdown in chip spending. Marvell Drops 8% as AI Capex Slowdown Fears Weigh on Chips; Broadcom, AMD, and Intel Slide Negative Sentiment: Broadcom is also dealing with regulatory uncertainty after reports said it faces an EU antitrust review tied to VMware licensing changes. Broadcom (AVGO) Faces EU Antitrust Review Over VMware Licensing Changes Broadcom Company Profile (Free Report)
Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.
On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.
Featured Stories Five stocks we like better than Broadcom Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report).
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Decker Wealth Management LLC acquired a new stake in shares of Nucor Corporation (NYSE:NUE – Free Report) during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 39,858 shares of the basic materials company’s stock, valued at approximately $6,740,000. Nucor comprises approximately 1.5% of Decker Wealth Management LLC’s holdings, making the stock its 27th biggest holding.
Other hedge funds have also recently made changes to their positions in the company. RKL Wealth Management LLC raised its stake in Nucor by 0.9% in the 1st quarter. RKL Wealth Management LLC now owns 5,318 shares of the basic materials company’s stock worth $899,000 after acquiring an additional 48 shares during the last quarter. Empirical Asset Management LLC grew its stake in Nucor by 2.6% during the 4th quarter. Empirical Asset Management LLC now owns 2,130 shares of the basic materials company’s stock valued at $347,000 after purchasing an additional 54 shares during the last quarter. Krilogy Financial LLC grew its stake in Nucor by 4.1% during the 4th quarter. Krilogy Financial LLC now owns 1,531 shares of the basic materials company’s stock valued at $272,000 after purchasing an additional 61 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its holdings in shares of Nucor by 49.2% in the first quarter. Bartlett & CO. Wealth Management LLC now owns 191 shares of the basic materials company’s stock valued at $32,000 after purchasing an additional 63 shares during the period. Finally, IHT Wealth Management LLC increased its holdings in shares of Nucor by 2.0% in the fourth quarter. IHT Wealth Management LLC now owns 3,306 shares of the basic materials company’s stock valued at $539,000 after purchasing an additional 64 shares during the period. 76.48% of the stock is owned by institutional investors and hedge funds.
Insiders Place Their Bets In other news, EVP Randy J. Spicer sold 2,500 shares of Nucor stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $225.00, for a total transaction of $562,500.00. Following the completion of the transaction, the executive vice president directly owned 20,510 shares of the company’s stock, valued at $4,614,750. The trade was a 10.86% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Allen C. Behr sold 10,096 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $226.08, for a total transaction of $2,282,503.68. Following the completion of the transaction, the executive vice president owned 62,871 shares of the company’s stock, valued at approximately $14,213,875.68. This represents a 13.84% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 82,378 shares of company stock worth $18,963,930. Corporate insiders own 0.62% of the company’s stock.
Nucor Stock Performance NYSE NUE opened at $236.77 on Monday. The firm has a market capitalization of $53.92 billion, a P/E ratio of 23.44, a PEG ratio of 0.54 and a beta of 1.91. The stock has a 50-day simple moving average of $239.20 and a two-hundred day simple moving average of $201.90. The company has a debt-to-equity ratio of 0.30, a quick ratio of 1.55 and a current ratio of 2.90. Nucor Corporation has a fifty-two week low of $131.32 and a fifty-two week high of $270.90.
Nucor (NYSE:NUE – Get Free Report) last issued its earnings results on Monday, April 27th. The basic materials company reported $3.23 EPS for the quarter, topping analysts’ consensus estimates of $2.82 by $0.41. The firm had revenue of $9.50 billion for the quarter, compared to the consensus estimate of $8.88 billion. Nucor had a return on equity of 10.68% and a net margin of 6.82%.The company’s revenue was up 21.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.77 earnings per share. On average, equities analysts forecast that Nucor Corporation will post 17.68 earnings per share for the current year.
Nucor Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Tuesday, August 11th. Shareholders of record on Tuesday, June 30th will be issued a $0.56 dividend. The ex-dividend date of this dividend is Tuesday, June 30th. This represents a $2.24 dividend on an annualized basis and a yield of 0.9%. Nucor’s payout ratio is presently 22.18%.
Analyst Upgrades and Downgrades A number of research firms recently commented on NUE. Seaport Research Partners lifted their target price on Nucor from $245.00 to $285.00 and gave the stock a “buy” rating in a report on Wednesday, June 10th. Barclays increased their price target on shares of Nucor from $270.00 to $272.00 and gave the stock an “overweight” rating in a report on Wednesday. BMO Capital Markets raised their price target on shares of Nucor from $250.00 to $285.00 and gave the stock an “outperform” rating in a research report on Wednesday, June 3rd. Wells Fargo & Company reduced their price target on shares of Nucor from $292.00 to $283.00 and set an “overweight” rating for the company in a research report on Thursday, June 18th. Finally, KeyCorp upgraded shares of Nucor from a “sector weight” rating to an “overweight” rating and set a $274.00 price objective for the company in a research note on Wednesday, June 24th. Twelve analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $266.31.
Check Out Our Latest Stock Report on NUE
About Nucor (Free Report)
Nucor Corporation (NYSE: NUE) is an American steel producer headquartered in Charlotte, North Carolina. The company is primarily engaged in the manufacture and sale of steel and steel products, operating a network of steel mills, recycling facilities and fabrication plants across the United States and North America. Nucor’s operations emphasize electric arc furnace steelmaking using recycled scrap metal, which supports a decentralized, mill-based production model focused on efficiency and flexibility.
Product offerings span a broad range of basic and value‑added steel items, including sheet, plate, merchant bar, structural beams, reinforcing bar, tubing, fasteners and fabricated components.
Further Reading Five stocks we like better than Nucor Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks
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Domino's Pizza ve 2. čtvrtletí zvýšila tržby o 4,3 % na 1,19 mld. USD, mírně nad odhady, ale EPS 4,07 USD zaostal za konsensem. Porovnatelné tržby v domácích obchodech stagnovaly.
Americký řetězec rychlého občerstvení Domino's Pizza zveřejnil hospodářské výsledky za druhý kvartál roku 2026. Tržby mírně překonaly odhady analytiků, zisk na akcii však za očekáváním zaostal. Porovnatelné tržby v domácích obchodech stagnovaly.
Výsledky společnosti Domino's Pizza (DPZ) za 2Q 2026 2Q 2026 Konsensus 2Q 2026 2Q 2025 Tržby (mld. USD) 1,19 1,18 1,15 Čistý zisk (mil. USD) 135,8 -- 131,1 Zisk na akcii (EPS, USD/akcie) 4,07 4,18 3,81 Výsledky za 2Q Tržby zaznamenaly meziroční růst o 4,3 % na 1,19 mld. USD, když analytici projektovali 1,18 mld. USD. Za růstem stály především vyšší tržby segmentu dodavatelského řetězce, které táhly vyšší objemy objednávek a zdražení potravinového koše prodejnám o 2,2 %, a dále vyšší franšízové a reklamní poplatky.
Celkový růst porovnatelných tržeb v domácích obchodech činil +0,1 % (Očekávalo se +0,11 %). Porovnatelné tržby v domácích franšízách stagnovaly, zatímco trh počítal s růstem o 0,07 %. Růst porovnatelných tržeb v domácích spoluvlastněných obchodech dosáhl +2,1 %, což překonalo očekávání +0,55 %. Mezinárodní porovnatelné tržby (bez vlivu vývoje měnových párů) naopak poklesly o 0,1 % při konsensu +0,62 %.
Provozní zisk meziročně vzrostl o 3,1 % na 232 mil. USD, když analytici projektovali 225,5 mil. USD.
Čistý zisk meziročně vzrostl o 3,6 % na 135,8 mil. USD.
Řetězec ve 2Q zaznamenal čistý nárůst prodejen o 209 (26 v USA a 183 na mezinárodních trzích), zatímco se očekávalo 199 prodejen. Celkový počet prodejen ke konci kvartálu dosáhl 22 531.
Provozní hotovostní tok za první dvě fiskální čtvrtletí roku 2026 dosáhl 352,6 mil. USD (-3,9 % meziročně) a volný hotovostní tok činil 313,6 mil. USD (-5,5 % meziročně).
Dividenda a zpětný odkup akcií Ve 2Q společnost zpětně odkoupila akcie za 156,2 mil. USD. Představenstvo také deklarovalo kvartální dividendu ve výši 1,99 USD na akcii.
Komentář CEO „Ve druhém kvartále dosáhla společnost Domino’s významného růstu počtu objednávek,“ uvedl generální ředitel Russell Weiner. „Jsem přesvědčen, že růst počtu objednávek je tím nejdůležitějším hnacím motorem dlouhodobého úspěchu našeho podnikání. Ve kvartále, kdy širší americký trh rychlého občerstvení i nadále čelil tlaku na spotřebitelskou poptávku, vygenerovala společnost Domino’s růst počtu objednávek jak v segmentu rozvozu, tak u osobního odběru, a přivedla tak k naší značce miliony nových zákazníků. Tito noví zákazníci posilují náš dlouhodobý motor růstu tím, že se zapojují do našeho věrnostního programu, zatímco jejich objednávky pohánějí náš dodavatelský řetězec, podporují růst sítě poboček a zvyšují náš tržní podíl. Mé přesvědčení o dlouhodobém růstovém potenciálu společnosti Domino’s zůstává silné jako vždy. Naše velikost a konkurenční postavení nebyly nikdy silnější. Společnost Domino’s má jedinečnou pozici k tomu, aby i nadále zvyšovala svůj tržní podíl a přinášela akcionářům dlouhodobou hodnotu,“ dodal Weiner.
Vývoj akcie Akcie Domino's Pizza (DPZ) v předburzovní fázi obchodování posilují o 7,93 % na 347,73 USD.
Akcie Domino's Pizza (DPZ) před výsledky na 322,18 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 10,7 P/E 17,9 Vývoj za letošní rok (%) -22,7 Očekávané P/E 16,9 52týdenní minimum (USD) 282,0 Prům. cílová cena (USD) 388,5 52týdenní maximum (USD) 496,0 Dividendový výnos (%) 2,3 Zdroj: Domino's, Bloomberg
Boston Common Asset Management LLC cut its holdings in State Street Corporation (NYSE:STT – Free Report) by 15.7% in the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 30,757 shares of the asset manager’s stock after selling 5,712 shares during the period. Boston Common Asset Management LLC’s holdings in State Street were worth $3,893,000 at the end of the most recent reporting period.
A number of other large investors also recently made changes to their positions in the business. Nordea Investment Management AB grew its holdings in State Street by 15.4% in the 4th quarter. Nordea Investment Management AB now owns 2,829,271 shares of the asset manager’s stock valued at $367,041,000 after buying an additional 377,568 shares during the period. Clean Yield Group lifted its holdings in shares of State Street by 8,247.4% during the 4th quarter. Clean Yield Group now owns 19,199 shares of the asset manager’s stock worth $2,477,000 after acquiring an additional 18,969 shares during the period. IFM Investors Pty Ltd boosted its position in shares of State Street by 9.7% in the first quarter. IFM Investors Pty Ltd now owns 84,534 shares of the asset manager’s stock worth $10,699,000 after acquiring an additional 7,469 shares during the last quarter. Concurrent Investment Advisors LLC acquired a new stake in shares of State Street in the fourth quarter worth approximately $1,959,000. Finally, Heritage Family Offices LLP acquired a new stake in shares of State Street in the fourth quarter worth approximately $1,220,000. Hedge funds and other institutional investors own 87.44% of the company’s stock.
State Street News Summary Here are the key news stories impacting State Street this week:
Positive Sentiment: State Street delivered a Q2 earnings beat, reporting $3.65 EPS on $4.05 billion in revenue versus expectations of $3.34 EPS and $3.88 billion in sales, supported by higher fee income, stronger net interest income, and no credit-loss provision. State Street Corporation (NYSE: STT) Reports Second-Quarter 2026 Financial Results Positive Sentiment: Management’s update showed strong operating momentum, with assets under custody and management reaching record levels and revenue growth accelerating sharply year over year, reinforcing confidence in the company’s earnings power. State Street’s quarterly profit jumps 56% on strong fee income Positive Sentiment: Several analysts turned more constructive after the results, including KBW and Wells Fargo, both lifting their price targets to $215, while RBC raised its target to $196, signaling expectations for additional upside. These Analysts Raise Their Forecasts On State Street Following Upbeat Q2 Results Neutral Sentiment: Truist reaffirmed its hold rating but still increased its target to $191, suggesting the earnings strength improved valuation expectations even without a bullish rating change. Benzinga analyst update on State Street Neutral Sentiment: Commentary on digital custody, ETF pricing pressure, and macro-driven operating leverage adds context, but the immediate stock move appears to be driven mainly by the earnings beat and analyst upgrades. State Street Q2: Macro Conditions Continue To Drive Healthy Operating Leverage Analysts Set New Price Targets STT has been the subject of several research analyst reports. Evercore set a $186.00 price target on shares of State Street and gave the stock an “outperform” rating in a research report on Monday, July 6th. Wells Fargo & Company boosted their price objective on shares of State Street from $196.00 to $215.00 and gave the company an “overweight” rating in a research note on Friday. Argus upped their price objective on State Street from $140.00 to $168.00 and gave the stock a “buy” rating in a report on Tuesday, April 21st. Truist Financial reaffirmed a “hold” rating and issued a $191.00 target price (up from $176.00) on shares of State Street in a research report on Friday. Finally, Seaport Research Partners reiterated a “buy” rating and issued a $170.00 target price on shares of State Street in a report on Monday, April 20th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, State Street presently has a consensus rating of “Moderate Buy” and a consensus price target of $183.84.
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State Street Trading Down 0.1% Shares of STT stock opened at $182.27 on Monday. The company has a quick ratio of 0.57, a current ratio of 0.59 and a debt-to-equity ratio of 1.04. State Street Corporation has a fifty-two week low of $104.64 and a fifty-two week high of $192.51. The firm’s 50 day moving average price is $165.83 and its two-hundred day moving average price is $144.18. The stock has a market cap of $50.45 billion, a price-to-earnings ratio of 16.07, a price-to-earnings-growth ratio of 0.90 and a beta of 1.42.
State Street (NYSE:STT – Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The asset manager reported $3.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.34 by $0.31. State Street had a net margin of 15.02% and a return on equity of 15.26%. The company had revenue of $4.05 billion during the quarter, compared to analyst estimates of $3.88 billion. During the same quarter in the prior year, the business earned $2.04 earnings per share. The business’s quarterly revenue was up 23.3% compared to the same quarter last year. On average, analysts anticipate that State Street Corporation will post 13.35 EPS for the current year.
State Street Increases Dividend The business also recently declared a quarterly dividend, which will be paid on Tuesday, October 13th. Investors of record on Thursday, October 1st will be issued a $0.92 dividend. The ex-dividend date is Thursday, October 1st. This represents a $3.68 annualized dividend and a yield of 2.0%. This is an increase from State Street’s previous quarterly dividend of $0.84. State Street’s payout ratio is currently 29.63%.
Insider Buying and Selling In other State Street news, CEO Hanley Ronald P. O sold 14,553 shares of the business’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $155.35, for a total transaction of $2,260,808.55. Following the transaction, the chief executive officer owned 255,512 shares in the company, valued at $39,693,789.20. The trade was a 5.39% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael L. Richards sold 1,500 shares of the company’s stock in a transaction dated Monday, June 8th. The stock was sold at an average price of $162.14, for a total value of $243,210.00. Following the completion of the sale, the executive vice president directly owned 41,827 shares of the company’s stock, valued at $6,781,829.78. The trade was a 3.46% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 37,876 shares of company stock valued at $5,866,583 in the last 90 days. 0.27% of the stock is currently owned by company insiders.
About State Street (Free Report)
State Street Corporation is a global financial services company that provides a range of investment servicing, investment management and investment research and trading services to institutional investors. Its principal activities include custody and fund administration, securities lending, performance and risk analytics, trading and execution services, and foreign exchange. The company also offers investment management through State Street Global Advisors, a major provider of exchange-traded funds and institutional investment strategies.
State Street serves a broad client base of asset managers, insurance companies, pension funds, endowments, and other institutions across North America, Europe, Asia and other global markets.
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Na výroční schůzi akcionáři Vaxart zamítli nezávazný poradní návrh na odměňování vedení. CEO Steven Lo zároveň řekl, že firma nyní nepracuje na reverzním splitu.
3 Stocks Under $5 With Strong Analyst Upside PotentialVaxart OTCMKTS: VXRT held its 2026 Annual Meeting of Stockholders, where investors re-elected the company’s full slate of directors, ratified its auditor and rejected the company’s non-binding advisory proposal on executive compensation.
Mark Watson, Vaxart’s lead independent director and chair of the meeting, said proxies had been received for 110,631,100 of the company’s 242,044,838 outstanding shares of common stock entitled to vote as of the May 26, 2026, record date. That represented about 45.71% of eligible shares and constituted a quorum.
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Stockholders Elect Directors, Reject Say-on-Pay Proposal Stockholders approved the election of James B. Breitmeyer, M.D., Ph.D.; Kevin P. Finney; Elaine J. Heron, Ph.D.; Steven Lo; W. Mark Watson, CPA; and David Wheadon, M.D., as directors to serve until the 2027 Annual Meeting of Stockholders or until their successors are elected and qualified.
Investors also approved the ratification of WithumSmith+Brown, PC as Vaxart’s independent registered public accounting firm for the fiscal year ending Dec. 31, 2026.
However, Watson said the company’s non-binding advisory vote on the compensation of named executive officers, referred to as the say-on-pay proposal, “did not pass.” Vaxart said it expects to report preliminary voting results, or final results if available, in a Form 8-K filing with the Securities and Exchange Commission within four business days of the meeting.
Management Says No Reverse Split Is Currently Planned Several stockholder questions focused on whether Vaxart would pursue a reverse stock split. Steven Lo, Vaxart’s president and chief executive officer, said the company is “not working on a reverse stock split at the present moment.”
Lo said Vaxart is focused on executing its corporate strategy, including completing its COVID-19 study and seeking potential norovirus partnerships. In response to a question about shareholder feedback, Lo said the company did not propose a reverse split at the annual meeting because it had heard from stockholders.
“Your opinion does matter,” Lo said.
Asked whether management anticipated calling a special meeting to revive a reverse split initiative, Lo said there is no current plan for a special meeting. He added that the company would prefer to execute its plan and, in a best-case scenario, see the stock price grow organically.
COVID-19 Program and BARDA-Backed Study Discussed Lo addressed questions about the 400-participant sentinel cohort data from Vaxart’s COVID-19 vaccine study. He said the company had announced top-line 12-month safety data from the cohort on July 6 and directed investors to the company’s press release for more detail.
Lo said Vaxart was “very happy” with the safety findings, including systemic effects, and said the Vaxart cohort “did much better than the mRNA” comparator on certain safety measures. He said the findings reinforced the safety of the company’s oral vaccine platform, noting that Vaxart has cumulatively dosed more than 1,000 subjects across studies.
On efficacy, Lo said the 400-participant cohort was not powered or designed to compare efficacy against mRNA vaccines. Still, he said the numbers were “certainly very close” and that Vaxart was encouraged by the results as it moves into a 5,000-subject cohort.
Lo said the sentinel 400 cohort targeted the XBB strain, matching the mRNA comparator used at that time. For the 5,000-participant cohort, he said the vaccine was updated to target the KP.2 strain, again matching the mRNA comparator. He also said the program uses Vaxart’s current second-generation constructs.
Regarding BARDA funding, Lo said Vaxart remains one of the few companies with a COVID-19 program agreement with BARDA after the agency canceled many projects in 2025. He said weekly interactions with BARDA could help position Vaxart for future opportunities, though any additional funding would depend on BARDA’s priorities and available budget.
Norovirus Partnerships Remain a Focus Lo said Vaxart has maintained ongoing conversations with various companies regarding a potential norovirus partnership. He emphasized that the company views the norovirus asset as highly valuable and would only be interested in offers that reflect what management sees as the full potential of the market.
“We only are going to be interested in offers that realize the full value of the potential of the norovirus market,” Lo said, adding that Vaxart believes it has one of the only norovirus vaccine candidates in development.
Asked about advancing the norovirus pipeline into a Phase II clinical study, Lo said the timing depends on additional funding and, at this point, would require a partnership commitment.
Cash Runway, Funding Efforts and Other Pipeline Updates Jeroen Grasman, Vaxart’s senior vice president and chief financial officer, said the company’s cash runway, as previously announced in its Form 10-Q, extends through the second quarter of 2027.
Lo said Vaxart continues to pursue non-dilutive funding opportunities, including through entities such as BARDA, the Gates Foundation and other government sources. He noted that the Gates Foundation previously funded Vaxart’s lactating mother study and said the company remains in dialogue with the foundation.
Management also addressed Vaxart’s licensing agreement with Altesa Biosciences for Vapendavir. Lo said Vaxart is eligible to receive up to $130 million in total payments if Altesa is successful, including tiered royalties ranging from low single digits to low double digits based on global net product sales. He directed investors to the company’s Form 10-K for additional details.
In response to concerns about the company’s share price, Lo said management and the board share investors’ disappointment. Watson added that the board is focused on creating value for all shareholders, including Vaxart’s large retail investor base.
Lo also said Vaxart remains in contact with the Dynavax/Sanofi team and that they are aware of the company’s COVID-19, norovirus and flu programs.
About Vaxart (OTCMKTS:VXRT)Vaxart, Inc is a clinical-stage biotechnology company pioneering the development of oral recombinant vaccines administered in tablet form. Leveraging a proprietary, room-temperature-stable platform, the company aims to simplify vaccine delivery while eliciting both systemic and mucosal immune responses. Its technology is based on the replication-defective adenovirus vector system, which encodes target antigens designed to protect against a range of infectious diseases without the need for injections or cold-chain logistics.
The company’s pipeline includes multiple vaccine candidates in various stages of development.
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Boston Common Asset Management zvýšil v 1. čtvrtletí podíl ve společnosti Applied Materials o 138,8 % na 46 362 akcií. Hodnota pozice činila 15,846 milionu USD.
Boston Common Asset Management LLC increased its stake in shares of Applied Materials, Inc. (NASDAQ:AMAT – Free Report) by 138.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 46,362 shares of the manufacturing equipment provider’s stock after buying an additional 26,945 shares during the quarter. Boston Common Asset Management LLC’s holdings in Applied Materials were worth $15,846,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Financial Freedom LLC bought a new position in Applied Materials during the 1st quarter valued at $28,000. Cornerstone Financial Management LLC bought a new stake in shares of Applied Materials in the 4th quarter worth $25,000. Whipplewood Advisors LLC grew its stake in shares of Applied Materials by 218.8% in the 1st quarter. Whipplewood Advisors LLC now owns 102 shares of the manufacturing equipment provider’s stock worth $35,000 after acquiring an additional 70 shares in the last quarter. Wilkerson Advisory Group LLC purchased a new stake in shares of Applied Materials in the fourth quarter valued at about $26,000. Finally, MBM Wealth Consultants LLC purchased a new stake in shares of Applied Materials in the first quarter valued at about $38,000. 80.56% of the stock is owned by hedge funds and other institutional investors.
Wall Street Analyst Weigh In Several research analysts recently weighed in on AMAT shares. Truist Financial set a $575.00 price target on shares of Applied Materials in a report on Thursday, May 28th. Morgan Stanley upped their price objective on shares of Applied Materials from $502.00 to $647.00 and gave the stock an “equal weight” rating in a research report on Monday, July 6th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $525.00 price objective on shares of Applied Materials in a research note on Friday, May 15th. JPMorgan Chase & Co. lifted their target price on shares of Applied Materials from $400.00 to $515.00 and gave the stock an “overweight” rating in a research report on Friday, May 15th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Applied Materials in a report on Wednesday, June 24th. One investment analyst has rated the stock with a Strong Buy rating, twenty-seven have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $593.84.
Check Out Our Latest Research Report on AMAT
Trending Headlines about Applied Materials Here are the key news stories impacting Applied Materials this week:
Positive Sentiment: Erste Group Bank raised its FY2026 and FY2027 earnings estimates for Applied Materials and reiterated a Buy rating, signaling confidence in the company’s growth outlook and AI-driven demand. Article link Positive Sentiment: Applied Materials CEO comments reinforcing the AI investment thesis may help support longer-term sentiment around the stock. Article link Neutral Sentiment: Zacks noted that AMAT has been drawing increased attention from investors, but the piece was mainly a stock-screening update rather than a new fundamental catalyst. Article link Neutral Sentiment: Recent commentary suggested Applied Materials may be trading above fair value after a strong multi-year run, which could limit upside even if earnings remain solid. Article link Negative Sentiment: A broad semiconductor selloff is pressuring AMAT along with peers like AMD and Intel, as the market rotates out of chip stocks and into other areas. Article link Applied Materials Price Performance Shares of NASDAQ:AMAT opened at $529.66 on Monday. The company’s 50-day moving average is $533.12 and its 200 day moving average is $414.11. The company has a debt-to-equity ratio of 0.22, a quick ratio of 1.80 and a current ratio of 2.51. The company has a market capitalization of $420.53 billion, a P/E ratio of 49.73, a price-to-earnings-growth ratio of 1.35 and a beta of 1.57. Applied Materials, Inc. has a fifty-two week low of $154.46 and a fifty-two week high of $739.67.
Applied Materials (NASDAQ:AMAT – Get Free Report) last posted its quarterly earnings results on Thursday, May 14th. The manufacturing equipment provider reported $2.86 earnings per share for the quarter, beating the consensus estimate of $2.68 by $0.18. Applied Materials had a net margin of 29.31% and a return on equity of 36.97%. The company had revenue of $7.91 billion during the quarter, compared to analyst estimates of $7.68 billion. During the same quarter in the prior year, the business earned $2.39 earnings per share. The firm’s revenue for the quarter was up 11.4% on a year-over-year basis. Applied Materials has set its Q3 2026 guidance at 3.160-3.560 EPS. On average, equities research analysts forecast that Applied Materials, Inc. will post 12.14 earnings per share for the current year.
Applied Materials Dividend Announcement The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Thursday, August 20th will be given a dividend of $0.53 per share. This represents a $2.12 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Thursday, August 20th. Applied Materials’s dividend payout ratio is currently 19.91%.
Insider Activity In other news, CEO Gary E. Dickerson sold 71,727 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $593.75, for a total transaction of $42,587,906.25. Following the completion of the sale, the chief executive officer owned 1,695,164 shares in the company, valued at $1,006,503,625. This trade represents a 4.06% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Omkaram Nalamasu sold 24,263 shares of Applied Materials stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $593.43, for a total transaction of $14,398,392.09. Following the completion of the sale, the senior vice president directly owned 146,916 shares in the company, valued at $87,184,361.88. This trade represents a 14.17% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 278,088 shares of company stock worth $169,654,805. 0.30% of the stock is owned by insiders.
Applied Materials Profile (Free Report)
Applied Materials, Inc is a U.S.-based supplier of equipment, services and software used to manufacture semiconductor chips, flat panel displays and other advanced materials. Headquartered in Santa Clara, California, the company designs and sells capital equipment and related technologies that enable production of integrated circuits, display panels and materials used across the electronics supply chain.
Applied Materials’ offerings include process equipment and factory software that support critical steps in device fabrication, such as deposition, etch, implantation, inspection and metrology, as well as systems for packaging and advanced heterogeneous integration.
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Quarterly Cash Distributions Set for AugustGrayscale is moving to convert staking rewards from its Ethereum ($ETH) and Solana ($SOL) exchange-traded funds into regular cash payouts for shareholders. The asset manager filed a prospectus supplement on July 17, 2026, outlining changes to its Grayscale Solana Staking ETF (ticker: GSOL) that introduce mandatory quarterly cash distributions of staking rewards, with the amendment expected to take effect on or around August 7, 2026. A parallel amendment has been filed for its Ethereum Staking ETF (ticker: ETHE) on the same timeline.
Under the proposed structure, both trusts would convert staking rewards to cash no less often than quarterly, with the net proceeds distributed to shareholders after expenses and a facilitation payment to the sponsor. SEC documents explicitly state that there is no guarantee of a fixed distribution amount, as payouts will depend on the actual staking rewards received during each period.
IRS Guidance and the Case for Standardised PayoutsGrayscale views the change as necessary to align with IRS Revenue Procedure 2025-31, so each trust can continue to be treated as a grantor trust for U.S. federal income tax purposes. That procedure allows a compliant trust to distribute net staking rewards consistently, either in kind or after a cash sale, no less frequently than quarterly. Grayscale's proposed agreements specifically choose cash, requiring the trusts to sell the native-asset rewards before passing net proceeds to shareholders.
The move also has a practical benefit for investors. By aligning both the ETHE and GSOL trusts to the same payout cadence, investors gain a common framework to compare net cash returned across the two funds. GSOL stakes all of its Solana holdings, generating approximately 6.1% in annual rewards, which are converted to cash and paid out after fees. By contrast, gross staking rewards on Ethereum currently range from 3.1% to 3.3% annually, with net distributions to shareholders coming in at around 1.9% to 2.6% after fund fees and custody costs.
The Ethereum fund has already tested this model. In January 2026, Grayscale's ETHE became the first spot crypto ETP in the U.S. to distribute staking rewards to shareholders, paying out proceeds from rewards earned between October 6, 2025 and December 31, 2025. That initial distribution totalled $9.4 million, paid on January 6, 2026.
Investors should note the tax implications. Grayscale explicitly flags in the filing that cash distributions carry tax consequences, and the fund encourages investors to consult tax advisors, as distributions from a staking ETF are likely treated as ordinary income in most jurisdictions.
Sources:
Grayscale Ethereum Staking ETF, SEC Form 424B3 Filing, July 17, 2026
Grayscale Solana Staking ETF, SEC Form 424B3 Filing, July 17, 2026
CryptoSlate: Grayscale quarterly cash distributions analysis, July 19, 2026
Právní šéf společnosti Nova Labs uvedl, že CLARITY Act by mohl ukončit přístup „coin flip“ k regulaci kryptoměn po změnách politického vedení v USA. Zákon by mohl zařadit programově distribuované tokeny, jako je HNT, mezi digitální komodity místo cenných papírů.
Nova Labs’ legal chief said the CLARITY Act could stop crypto regulation from reversing whenever US political leadership changes. The SEC dismissed its digital asset claims against Nova Labs with prejudice in April 2025, three months after suing the company over HNT distributions. CLARITY could classify programmatically distributed tokens such as HNT as digital commodities rather than securities. The information provided in this article is for informational purposes only. It is not intended to be, nor should it be construed as, financial advice. We do not make any warranties regarding the completeness, reliability, or accuracy of this information. All investments involve risk, and past performance does not guarantee future results. We recommend consulting a financial advisor before making any investment decisions.
Giuseppe Ciccomascolo began his career as an investigative journalist in Italy, where he contributed to both local and national newspapers, focusing on various financial sectors.
Upon relocating to London, he worked as an analyst for Fitch's CapitalStructure and later as a Senior Reporter for Alliance News. In 2017, Giuseppe transitioned to covering cryptocurrency-related news, producing documentaries and articles on Bitcoin and other emerging digital currencies. He also played a pivotal role in establishing the academy for a cryptocurrency exchange website. Crypto remained his primary area of interest throughout his tenure as a writer for ThirdFloor.
California Public Employees Retirement System ve 1. čtvrtletí snížil podíl v United Rentals o 3,9 % na 114 513 akcií. Hodnota podílu činila 83,43 milionu USD.
California Public Employees Retirement System cut its holdings in United Rentals, Inc. (NYSE:URI – Free Report) by 3.9% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 114,513 shares of the construction company’s stock after selling 4,602 shares during the quarter. California Public Employees Retirement System owned approximately 0.18% of United Rentals worth $83,430,000 as of its most recent SEC filing.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in URI. Aventura Private Wealth LLC purchased a new position in United Rentals during the fourth quarter valued at approximately $27,000. Core Wealth Advisors LLC purchased a new stake in United Rentals during the fourth quarter worth $28,000. MV Capital Management Inc. purchased a new stake in United Rentals during the fourth quarter worth $28,000. Laurel Wealth Advisors LLC bought a new stake in United Rentals during the 4th quarter valued at $32,000. Finally, Fortitude Family Office LLC boosted its position in United Rentals by 121.1% during the 4th quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock valued at $34,000 after acquiring an additional 23 shares in the last quarter. 96.26% of the stock is currently owned by institutional investors.
United Rentals Stock Down 0.1% Shares of URI stock opened at $1,043.73 on Monday. United Rentals, Inc. has a 1-year low of $701.59 and a 1-year high of $1,143.69. The stock’s fifty day moving average price is $1,041.31 and its 200 day moving average price is $911.07. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.80 and a quick ratio of 0.74. The company has a market cap of $65.39 billion, a price-to-earnings ratio of 26.63, a price-to-earnings-growth ratio of 1.67 and a beta of 1.79.
United Rentals (NYSE:URI – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The construction company reported $9.71 EPS for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). United Rentals had a net margin of 15.32% and a return on equity of 30.56%. The business had revenue of $3.98 billion during the quarter, compared to analysts’ expectations of $4.20 billion. During the same quarter last year, the business posted $8.86 earnings per share. The company’s quarterly revenue was up 7.2% compared to the same quarter last year. On average, research analysts expect that United Rentals, Inc. will post 46.85 earnings per share for the current fiscal year.
United Rentals Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th were issued a dividend of $1.97 per share. The ex-dividend date was Wednesday, May 13th. This represents a $7.88 annualized dividend and a dividend yield of 0.8%. United Rentals’s dividend payout ratio is 20.10%.
Insider Activity at United Rentals In related news, CEO Matthew John Flannery sold 22,768 shares of the stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $984.98, for a total value of $22,426,024.64. Following the completion of the transaction, the chief executive officer directly owned 99,980 shares of the company’s stock, valued at $98,478,300.40. This trade represents a 18.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Craig Adam Pintoff sold 2,466 shares of United Rentals stock in a transaction that occurred on Monday, April 27th. The stock was sold at an average price of $963.00, for a total transaction of $2,374,758.00. Following the completion of the sale, the executive vice president owned 14,774 shares of the company’s stock, valued at $14,227,362. This trade represents a 14.30% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 26,088 shares of company stock worth $25,628,877. 0.47% of the stock is owned by insiders.
Wall Street Analyst Weigh In Several research firms have recently commented on URI. BNP Paribas Exane raised United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 price target for the company in a research report on Monday, June 29th. Citigroup raised their price objective on United Rentals from $1,210.00 to $1,270.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Barclays lifted their target price on United Rentals from $600.00 to $715.00 and gave the company an “underweight” rating in a research note on Friday, April 24th. Evercore reiterated an “outperform” rating and issued a $1,101.00 target price on shares of United Rentals in a report on Monday, May 11th. Finally, Sanford C. Bernstein set a $903.00 price target on shares of United Rentals and gave the company an “outperform” rating in a research report on Thursday, April 9th. Fourteen investment analysts have rated the stock with a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,140.00.
Get Our Latest Report on United Rentals
United Rentals Company Profile (Free Report)
United Rentals, Inc (NYSE: URI) is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.
The company’s product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.
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Cantillon Capital Management ve 1. čtvrtletí snížil podíl v Entegris o 11,9 % a držel 2 166 428 akcií v hodnotě 253,992 mil. USD. Entegris zároveň oznámil za čtvrtletí EPS 0,86 USD a tržby 811,9 mil. USD.
Cantillon Capital Management LLC lowered its position in shares of Entegris, Inc. (NASDAQ:ENTG – Free Report) by 11.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,166,428 shares of the semiconductor company’s stock after selling 292,725 shares during the quarter. Entegris comprises 1.7% of Cantillon Capital Management LLC’s investment portfolio, making the stock its 27th biggest holding. Cantillon Capital Management LLC owned about 1.42% of Entegris worth $253,992,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Invesco Ltd. boosted its position in shares of Entegris by 183.5% during the 3rd quarter. Invesco Ltd. now owns 3,167,857 shares of the semiconductor company’s stock valued at $292,900,000 after purchasing an additional 2,050,473 shares in the last quarter. Norges Bank bought a new stake in Entegris in the fourth quarter worth approximately $158,669,000. Duquesne Family Office LLC acquired a new position in Entegris in the second quarter valued at approximately $132,741,000. Rafferty Asset Management LLC boosted its holdings in shares of Entegris by 64.4% during the 2nd quarter. Rafferty Asset Management LLC now owns 1,970,734 shares of the semiconductor company’s stock worth $158,940,000 after buying an additional 771,650 shares in the last quarter. Finally, Bank of America Corp DE boosted its holdings in shares of Entegris by 31.2% during the 2nd quarter. Bank of America Corp DE now owns 3,031,048 shares of the semiconductor company’s stock worth $244,454,000 after buying an additional 720,467 shares in the last quarter.
Entegris Stock Performance NASDAQ ENTG opened at $138.74 on Monday. The company has a quick ratio of 2.05, a current ratio of 3.21 and a debt-to-equity ratio of 0.91. Entegris, Inc. has a 52 week low of $67.97 and a 52 week high of $186.94. The business has a 50 day moving average price of $146.53 and a 200-day moving average price of $131.42. The company has a market cap of $21.16 billion, a price-to-earnings ratio of 80.20, a P/E/G ratio of 1.62 and a beta of 1.31.
Entegris (NASDAQ:ENTG – Get Free Report) last issued its earnings results on Thursday, April 30th. The semiconductor company reported $0.86 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.75 by $0.11. Entegris had a return on equity of 11.45% and a net margin of 8.18%.The company had revenue of $811.90 million for the quarter, compared to analysts’ expectations of $808.72 million. During the same period last year, the business earned $0.67 EPS. Entegris’s quarterly revenue was up 5.0% compared to the same quarter last year. Entegris has set its Q2 2026 guidance at 0.760-0.840 EPS. As a group, equities analysts expect that Entegris, Inc. will post 3.65 earnings per share for the current fiscal year.
Entegris Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, August 19th. Shareholders of record on Wednesday, July 29th will be paid a $0.10 dividend. This represents a $0.40 dividend on an annualized basis and a dividend yield of 0.3%. The ex-dividend date of this dividend is Wednesday, July 29th. Entegris’s dividend payout ratio (DPR) is 23.12%.
Analyst Ratings Changes Several research firms have recently weighed in on ENTG. Oppenheimer reiterated an “outperform” rating and issued a $160.00 price objective on shares of Entegris in a research note on Friday, May 1st. Zacks Research lowered shares of Entegris from a “strong-buy” rating to a “hold” rating in a research note on Monday, March 23rd. Needham & Company LLC raised their price target on shares of Entegris from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, April 30th. Wall Street Zen raised shares of Entegris from a “buy” rating to a “strong-buy” rating in a research note on Sunday, July 12th. Finally, Weiss Ratings upgraded shares of Entegris from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. Seven investment analysts have rated the stock with a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Entegris presently has a consensus rating of “Moderate Buy” and an average target price of $164.22.
View Our Latest Research Report on ENTG
Insider Transactions at Entegris In related news, SVP Olivier Blachier sold 2,000 shares of the company’s stock in a transaction dated Thursday, May 14th. The shares were sold at an average price of $140.04, for a total value of $280,080.00. Following the sale, the senior vice president owned 34,897 shares in the company, valued at $4,886,975.88. This represents a 5.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Susan G. Rice sold 19,893 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $132.84, for a total transaction of $2,642,586.12. Following the completion of the sale, the senior vice president owned 69,038 shares in the company, valued at $9,171,007.92. This represents a 22.37% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 44,466 shares of company stock valued at $6,186,624. Corporate insiders own 0.53% of the company’s stock.
About Entegris (Free Report)
Entegris, Inc is a leading provider of advanced materials and process control solutions for the semiconductor and other high-technology industries. The company develops and supplies a broad portfolio of products designed to ensure purity and reliability throughout the manufacturing process, helping customers address critical contamination and yield challenges.
Entegris’s product offerings include high-purity chemicals and specialty materials, liquid and gas filtration and purification systems, and sophisticated wafer and chip handling solutions.
See Also Five stocks we like better than Entegris Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding ENTG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Entegris, Inc. (NASDAQ:ENTG – Free Report).
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Shiba Inu za posledních 24 hodin spálil 13,2 milionu tokenů SHIB a míra spalování vyskočila o 131,2 %. Největší transakce přesunula 9,7 milionu SHIB z CEX.IO do dead wallet.
Shiba Inu’s burn rate surged over the past 24 hours after community members permanently removed more than 13 million SHIB tokens from circulation.
According to Shibburn data, a total of 13.2 million Shiba Inu were burned in the past day, permanently reducing the token’s circulating supply. The burns were completed across 13 separate transactions, with the largest single burn accounting for the majority of the destroyed tokens.
The biggest transaction occurred yesterday when an unidentified user transferred 9.7 million SHIB from the CEX.IO exchange to the official dead wallet. Meanwhile, the second-largest burn took place just hours before press time, eliminating approximately 1.2 million SHIB from circulation.
Shiba Inu Burn Activity Accelerates Sharply The latest burn marks a significant increase compared with activity recorded over the previous week, during which daily burns generally remained below 7 million SHIB.
Following the latest spike in burns, Shibburn data shows that the 24-hour burn rate soared by 131.2%. The recent activity also lifted longer-term burn totals. Weekly burns have now reached 45.44 million SHIB, while the monthly burn count has climbed to 269.9 million SHIB.
Shiba Inu Burn Since the launch of the Shiba Inu ecosystem, the community has permanently destroyed 410,840,414,408,454 SHIB (410.84 trillion) through 21,216 burn transactions. That figure represents 41.08% of Shiba Inu’s original 1 quadrillion-token supply, leaving about 58.92% of the total supply still in circulation.
SHIB Price Remains Under Selling Pressure Despite the sharp increase in token burns, SHIB continues to trade under bearish pressure. At the time of writing, Shiba Inu was down 0.23% over the past 24 hours, trading at $0.000004143. The token has also declined 1.36% over the past seven days and 12.31% over the last month.
Furthermore, SHIB remains 1.13% lower on a month-to-date basis, leaving the token with only 11 days to recover and turn its monthly performance positive. It continues to rank outside the top 30 and currently stands as the 33rd-biggest token globally, with a market cap of $2.43 billion.
Meanwhile, growing exchange inflows continue to offset the positive impact of the latest burn activity. According to CryptoQuant data, approximately 12.6 billion SHIB flowed into cryptocurrency exchanges over the past 24 hours.
Consequently, Shiba Inu’s exchange reserve increased to 86.32 trillion SHIB, suggesting that more holders may be positioning their tokens for potential selling, which could continue to weigh on the asset’s near-term price performance.
DisClamier: This content is informational and should not be considered financial advice. The views expressed in this article may include the author's personal opinions and do not reflect The Crypto Basic opinion. Readers are encouraged to do thorough research before making any investment decisions. The Crypto Basic is not responsible for any financial losses.
California Public Employees' Retirement System ve 1. čtvrtletí snížil podíl ve společnosti Vistra o 27,7 % a prodal 172 875 akcií. Fond nyní drží 451 638 akcií v hodnotě 67,9 milionu USD.
California Public Employees Retirement System lowered its stake in Vistra Corp. (NYSE:VST – Free Report) by 27.7% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 451,638 shares of the company’s stock after selling 172,875 shares during the quarter. California Public Employees Retirement System owned approximately 0.13% of Vistra worth $67,895,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also bought and sold shares of VST. Fifth Third Bancorp lifted its stake in Vistra by 95.1% in the first quarter. Fifth Third Bancorp now owns 177,199 shares of the company’s stock valued at $26,638,000 after acquiring an additional 86,393 shares during the last quarter. Norges Bank acquired a new position in shares of Vistra during the 4th quarter worth about $746,729,000. Payden & Rygel increased its stake in shares of Vistra by 3,118.2% during the 4th quarter. Payden & Rygel now owns 35,400 shares of the company’s stock worth $5,711,000 after purchasing an additional 34,300 shares during the last quarter. Signature Estate & Investment Advisors LLC bought a new stake in shares of Vistra in the 4th quarter valued at about $29,875,000. Finally, Intech Investment Management LLC raised its holdings in shares of Vistra by 34.4% in the 4th quarter. Intech Investment Management LLC now owns 188,921 shares of the company’s stock valued at $30,479,000 after purchasing an additional 48,378 shares during the period. Institutional investors own 90.88% of the company’s stock.
Key Vistra News Here are the key news stories impacting Vistra this week:
Positive Sentiment: Scotiabank raised its FY2026 and FY2027 earnings estimates for Vistra, while keeping an Outperform rating and a $298 price target, reinforcing the view that earnings can keep growing. Scotiabank Raises Vistra Estimates Positive Sentiment: News that Vistra secured PJM capacity points to better future revenue visibility, which investors typically view as supportive for utility and power producer stocks. Vistra Secures PJM Capacity Positive Sentiment: Coverage highlighting rising demand from data centers and increased capital investments in nuclear, solar, storage, and gas assets suggests Vistra could benefit from long-term load growth and reliable earnings expansion. Vistra Benefiting From Data Center Demand Positive Sentiment: KeyBanc reaffirmed its Buy rating, adding to the bullish analyst tone around the stock. KeyBanc Sticks to Buy Rating Neutral Sentiment: Vistra was also mentioned in media coverage and trading commentary as a stock showing momentum, which may reflect investor enthusiasm but does not add new fundamental information. Vistra Rises Higher Than Market Analyst Upgrades and Downgrades VST has been the subject of a number of research analyst reports. JPMorgan Chase & Co. reduced their price target on Vistra from $240.00 to $231.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. Seaport Research Partners restated a “buy” rating and issued a $230.00 price objective on shares of Vistra in a research note on Monday, June 15th. TD Cowen cut their price objective on Vistra from $253.00 to $230.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Scotiabank reiterated an “outperform” rating and set a $298.00 target price on shares of Vistra in a research note on Wednesday. Finally, Jefferies Financial Group reissued a “buy” rating and set a $190.00 target price on shares of Vistra in a report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and one has assigned a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Buy” and a consensus target price of $230.62.
Read Our Latest Research Report on VST
Insider Transactions at Vistra In related news, Director John R. Sult sold 6,500 shares of Vistra stock in a transaction that occurred on Thursday, June 18th. The stock was sold at an average price of $170.00, for a total transaction of $1,105,000.00. Following the completion of the sale, the director directly owned 70,714 shares of the company’s stock, valued at approximately $12,021,380. This trade represents a 8.42% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Scott B. Helm sold 25,000 shares of the business’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $160.00, for a total value of $4,000,000.00. Following the completion of the sale, the director owned 232,200 shares of the company’s stock, valued at $37,152,000. This trade represents a 9.72% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 41,588 shares of company stock worth $6,739,227 in the last ninety days. 0.92% of the stock is currently owned by company insiders.
Vistra Stock Performance Shares of VST stock opened at $155.12 on Monday. Vistra Corp. has a 52 week low of $132.66 and a 52 week high of $219.82. The company has a market capitalization of $52.30 billion, a price-to-earnings ratio of 25.98 and a beta of 1.40. The company has a 50-day simple moving average of $154.14 and a 200 day simple moving average of $158.40. The company has a debt-to-equity ratio of 5.51, a quick ratio of 0.79 and a current ratio of 0.90.
Vistra (NYSE:VST – Get Free Report) last released its quarterly earnings results on Thursday, May 7th. The company reported $2.87 earnings per share for the quarter, beating the consensus estimate of $1.32 by $1.55. The firm had revenue of $5.64 billion for the quarter, compared to analysts’ expectations of $5.22 billion. Vistra had a net margin of 11.52% and a return on equity of 105.64%. On average, sell-side analysts predict that Vistra Corp. will post 9.53 earnings per share for the current year.
Vistra Increases Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Stockholders of record on Monday, June 22nd were paid a dividend of $0.229 per share. This represents a $0.92 dividend on an annualized basis and a dividend yield of 0.6%. This is an increase from Vistra’s previous quarterly dividend of $0.23. The ex-dividend date was Monday, June 22nd. Vistra’s dividend payout ratio is 15.41%.
About Vistra (Free Report)
Vistra (NYSE: VST) is an integrated power company that develops, owns and operates electricity generation and retail businesses in the United States. The company’s operations span wholesale power production—through a diversified fleet of thermal and lower‑carbon generation assets—and retail electricity supply to residential, commercial and industrial customers. Vistra serves organized wholesale markets and competitive retail markets, with a notable presence in Texas and other regional U.S. power markets.
Vistra’s core activities include the ownership and operation of generation facilities, the commercial dispatch and optimization of those assets into wholesale markets, and the sale of electricity and related services to end-use customers through its retail brands.
Read More Five stocks we like better than Vistra Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding VST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Vistra Corp. (NYSE:VST – Free Report).
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QuantumScape čeká po výsledcích za 2. čtvrtletí možný pohyb akcií o 12 % až 15 % oběma směry. Klíčové budou údaje o výrobě, výtěžnosti a pokroku pilotní linky Eagle Line.
QuantumScape stock NASDAQ:QS faces a potentially sharp earnings reaction on Wednesday as investors test whether the solid-state battery developer can turn technical progress into a credible manufacturing and commercialisation plan.
Options traders are pricing a move of roughly 12% to 15% in either direction after the second-quarter report, reflecting the uncertainty surrounding a company that still generates little conventional revenue.
QuantumScape ended Friday at $5.86 and will release results after the market closes on July 22, followed by a call at 5 pm ET.
Options-market data suggests QuantumScape shares could move roughly 12% to 15% in either direction after the earnings release, with the estimate shifting alongside the stock price and option premiums.
The difference reflects changing share prices and option premiums, rather than conflicting directional forecasts.
An implied move does not mean traders expect QuantumScape to rally.
Stronger manufacturing disclosures could lift the stock sharply, while delays, vague targets or rising spending could produce a similar decline.
The first-quarter reaction showed that sensitivity. Shares initially surged 23% after the April update before surrendering most gains and closing only 1.4% higher.
MarketWatch noted that heavy short interest and a large retail following may amplify price swings.
Evercore ISI analyst Chris McNally said that QuantumScape had not announced the “completion of any goals”, although it showed progress across several areas.
He had also highlighted a previous “dearth of new headlines”, increasing the importance of each quarterly update.
The central question is whether the Eagle Line pilot facility is becoming a reliable manufacturing operation.
QuantumScape said in April that installation had been completed and start-up activities had begun, with initial QSE-5 cells being produced.
Management planned to increase output during the second quarter while improving equipment uptime, throughput, process stability and cell reliability.
The line is the bridge between successful laboratory cells and batteries that can be reproduced consistently enough for automotive testing and eventual mass production.
Investors will therefore want measurable disclosures on cell output, yields, equipment availability, customer shipments and testing results.
Broad assurances may not be enough as QuantumScape’s valuation rests largely on future commercialisation, making operational milestones more useful than conventional earnings comparisons.
Customer validation offers the clearest bullish catalyst.
QuantumScape signed a multi-year research agreement with Honda R&D in June after the Japanese group completed a technical evaluation and benchmarking programme.
Updates showing that Honda, Volkswagen’s PowerCo or other carmakers are advancing towards broader testing or firmer commitments would strengthen confidence.
The company recorded $11 million of customer billings in the first quarter and ended March with $905 million of liquidity.
It maintained full-year guidance for an adjusted EBITDA loss of $250 million to $275 million and capital expenditure of $40 million to $60 million.
Any increase could revive concerns about how much funding commercialisation will require.
UBS analyst Joseph Spak wrote in comments reported by MarketWatch that QuantumScape’s “2026 goals seem more ambiguous than last year”, making completion difficult to judge.
He also questioned whether expansion into data centres and robotics could dilute management’s automotive focus.
Mark Mahaney z Evercore ISI si myslí, že „sentiment na Netflixu je nejslabší za poslední čtyři roky“. Řekl to v komentáři ke zveřejněným výsledkům této společnosti s tím, že se čekalo zklamání, a to se také dostavilo. Dobrým signálem také není to, když nějaká firma omezuje dostupnost informací, a to dělá Netflix, když nepodává tolik čísel ohledně vývoje sledovanosti.
Mahaney si myslí, že Netflixu sílí konkurence, jednak ze strany jiných streamovacích platforem a také ze strany rostoucí popularity krátkých videí. Dochází tak k pokračujícímu tlaku na pokles ARPU, tedy průměrného příjmu ze zákazníka, a tlaku na marže pramenícímu z intenzivnější konkurence. Netlix na druhou stranu dokazuje, že je schopný nabízet mimořádně zajímavý obsah a analytik jej a jeho akcii stále považuje za velmi kvalitní. S tím, že obrat v sentimentu a fundamentu ale zřejmě přijde až příští rok.
Mohl by Netflix udělat pro růst akcie „něco dramatičtějšího“? Na tuto otázku analytik odpověděl, že svým způsobem tak činí větším zaměřením na živé přenosy sportovních událostí. A zopakoval, že „v následujících 3 – 6 měsících bude akcie pod tlakem, ale má nastartováno na skok v roce 2027.“ Rich Greenfield z Lightshed Partners na CNBC řekl, že investoři u Netflixu začali předpokládat, že jako společnost už nebude dál růst. „Zpochybňují jeho růstový potenciál… Už dva lidé mi psali, že Netflix je mediální společností starého typu.“
Podle tohoto experta se situace může změnit jen časem tím, že Netflix zase dokáže růst. Investoři ale podle něj momentálně trpělivost nemají, ačkoliv firma tvrdí, že je stále v rané fázi svého rozvoje. Greenfield si přitom myslí, že bude klesat počet konkurentů kvůli různým fúzím, ale „nic z toho nyní nemá velký význam“. I on se však domnívá, že omezení informací není pozitivním krokem, „investoři si pak myslí, že společnost něco skrývá.“
Ross Gerber z Gerber Kawasaki Wealth and Investment Management na Bloombergu řekl, že Netflix udělal velký pokrok v oblasti sportu, ale zřejmě tu nechce dál masivně expandovat. K tomu dodal: „Streamovací byznys nyní dosáhl určitého maxima, je tu dost platforem, hodně obsahu, hodně konkurence. Není to chyba Netflixu, ale konkurence je silná… Dobrou nabídku má třeba HBO.“ Příležitostí pro Netflix by mohly být jednak hry a také distribuce obsahu do kin. To by mohlo generovat „miliardy dolarů ročně“, nikdo by přitom podle něj neměl problém s tím, že na samotnou platformu by se filmy dostaly později.
Gerber podle svých slov nedávno akcie nakoupil, protože se domnívá, že management Netflixu je velmi dobrý a „jen se musí dostat přes současné náročné období“. Má dostatek kapitálu, aby expandoval a „budeme ho dál sledovat my i naše děti… Odhadujeme jeho hodnotu výrazně výš, než je současná cena akcie.“ Minulost také podle Gerbera ukazuje, že firma se s problémy dokázala vždy vypořádat.
Broadcom ve fiskálním 2. čtvrtletí zvýšil tržby o 48 % na 22,2 miliardy USD a tržby z AI čipů vyskočily o 143 % na 10,8 miliardy USD. Firma zároveň čeká ve 3. čtvrtletí růst tržeb z AI polovodičů o více než 200 % na 16,0 miliardy USD.
A brutal week for chip stocks ended with the PHLX Semiconductor Index in a bear market, down more than 20% from its June peak. Two of the AI (artificial intelligence) trade's flagship names went down with it. Advanced Micro Devices (AMD 1.03%) now trades about 15% below its high, while Broadcom (AVGO 0.70%) has fallen about 25% from its own.
Both companies, meanwhile, are executing about as well as they ever have. Falling stock prices and accelerating businesses make for a good time to compare the two.
So, which chipmaker deserves new money after the sell-off?
Image source: AMD.
AMD: accelerating, and priced like it AMD's first-quarter results showed a company hitting its stride. Revenue rose 38% year over year to $10.3 billion, led by the data center segment, where revenue climbed 57% to $5.8 billion on strong demand for its EPYC server processors and the continuing ramp of its Instinct AI accelerators. Non-GAAP (adjusted) earnings per share rose 43% to $1.37, and free cash flow hit a quarterly record of $2.6 billion. Even the client business, which sells chips for personal computers, grew 26%. Profitability is moving the right way, too, with the company's adjusted gross margin expanding to 55% from 54% a year earlier.
And the growth is speeding up. Management guided for second-quarter revenue of about $11.2 billion, implying roughly 46% year-over-year growth -- up from 38% in Q1. CEO Lisa Su said customer engagement around the company's upcoming MI450 series accelerators and Helios rack systems is strengthening, with forecasts from leading customers exceeding AMD's initial expectations.
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The problem is the price. At about $500 per share as of this writing, AMD trades at roughly 67 times this year's expected earnings and about 37 times next year's. The stock also pays no dividend.
That's a price that assumes AMD will continue to gain share in AI chips for years to come. It might. But that outcome is largely priced in already.
Broadcom: faster growth, cheaper stock Broadcom's fiscal second quarter (the period ended May 3, 2026) was arguably even stronger. Revenue climbed 48% year over year to $22.2 billion. The star was AI semiconductor revenue (the custom AI accelerators and networking chips it builds for cloud giants), which soared 143% to $10.8 billion. Adjusted net income came in at $12.1 billion, and free cash flow was $10.3 billion, a staggering 46% of revenue.
Additionally, Broadcom pays a quarterly dividend of $0.65 per share, yielding about 0.7% at the stock's current price. AMD offers no comparable income stream.
The outlook is even better.
"The momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200 percent year-over-year to $16.0 billion," said CEO Hock Tan in the company's fiscal second-quarter earnings release. Total revenue guidance calls for about $29.4 billion, up 84% year over year.
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Broadcom isn't all hypergrowth, though. Its infrastructure software segment, about a third of revenue, grew just 9% year over year. It's a profitable, steady business, but it dilutes the growth rate the chip side is producing. And the custom AI chip business leans on a handful of hyperscale customers, so orders can be lumpy, and a few buyers' decisions carry a lot of weight.
Still, the valuation math is hard to argue with. At about $370 per share, Broadcom trades at roughly 32 times this year's expected earnings and about 19 times next year's, roughly half of AMD's multiple on both counts.
The better buy right now On growth, Broadcom currently has the edge, with guidance calling for 84% revenue growth this quarter against the roughly 46% AMD's outlook implies. On cash, it isn't close. Broadcom generated about four times AMD's quarterly free cash flow, and it pays a dividend while AMD does not. And on price, Broadcom trades at about half AMD's multiple of expected earnings.
Of course, AMD is the purer bet on gaining share in AI accelerators. If the MI450 ramp exceeds forecasts next year, earnings estimates could race higher and make today's multiple look conservative. For investors who want maximum upside to that scenario, AMD is the more explosive stock -- in both directions.
But when the faster-growing business is also the cheaper stock and the stronger cash generator, the decision isn't difficult. I'd buy Broadcom over AMD after this sell-off.
Boeing potřebuje ještě „pár let“ na nápravu svých financí, než spustí nový komerční letoun. Firma se zatím soustředí na stabilizaci současného byznysu a zlepšení spolehlivosti výroby.
Boeing CEO Kelly Ortberg told CNBC Monday that the planemaker will need "a couple more years" to repair its finances before launching a new commercial jet, signaling that the company is focused more on stabilizing its existing business rather than rushing to develop a successor to its best-selling 737 MAX.
Boeing must clear three hurdles before committing to a new aircraft program, Ortberg told CNBC's Phil LeBeau at the Farnborough International Airshow in the U.K.
"First of all, we have to be ready, and part of that is getting our financial house in order, and we're working on that," Ortberg said. "It's going to take a couple more years to get where we want to be."
Ortberg, who came out of retirement to steady the company after a series of manufacturing and quality issues, also repeated that the technology needs to be ready to introduce a new airplane and the company needs to see sufficient market demand.
For now, airline customers are telling Boeing to focus on improving the reliability and production of its current lineup rather than introducing a new jet, he said, suggesting the company is unlikely to launch a new narrowbody aircraft until later in the decade.
The market for large commercial aircraft is currently dominated by Boeing and Airbus. A new plane to better compete with Airbus' rival A320 family of jets will likely be crucial for Boeing to secure future business.
This is a breaking news story. Please refresh for updates.
Saudi carrier will exercise options for 28 787 Dreamliner jets from 2023 order and convert 20 options to largest 787 Dreamliner variant Riyadh Air has taken delivery of six 787-9 jets and currently serves six cities Agreement reaffirms Riyadh Air's plan to operate to over 100 global destinations by 2030, powered by a growing next-generation fleet , /PRNewswire/ -- Riyadh Air, the new national carrier of the Kingdom of Saudi Arabia, and Boeing [NYSE: BA] today announced that the airline is exercising options for 28 more 787 Dreamliner jets as part of its growth plan. The agreement to exercise most of the options from Riyadh Air's 2023 order also includes the conversion of 20 airplanes to the larger 787-10 variant.
Riyadh Air, the new national carrier of the Kingdom of Saudi Arabia, and Boeing today announced that the airline is exercising options for 28 more 787 Dreamliner jets as part of its growth plan. The announcement includes a previously unidentified purchase of 11 of the ultra-efficient widebody jets. Once the remaining 17 airplanes are finalized, Riyadh Air's firm order count will grow to 67 787 Dreamliners.
"The commitment to firm up an additional 28 787 Dreamliners and introduce the 787-10 marks another significant milestone in Riyadh Air's journey towards over 100 international destinations by 2030, a key part of the Kingdom's Vision 2030 ambitions," said Tony Douglas, CEO of Riyadh Air. "Following the recent launch of full operations, guests have been hugely impressed with the Riyadh Air experience onboard our current fleet of six Boeing 787 jets. The addition of the 787-10 strengthens our ability to accommodate growing passenger and cargo demand while providing the operational flexibility required to support our ambitious network plans."
By operating the 787-9 and 787-10, Riyadh Air will benefit from fleet commonality, including shared flight deck systems, maintenance procedures and pilot training, helping deliver operational efficiencies while ensuring a consistent, premium guest experience across its network.
The 787 Dreamliner family features the largest windows of any commercial airplane, higher cabin humidity, lower cabin altitude pressurization and advanced turbulence-sensing technology, all designed to enhance passenger comfort.
"We are delighted to see Riyadh Air flying their new 787 airplanes in commercial service and we are deeply honored they are placing orders for additional 787 Dreamliner aircraft to support their future," said Stephanie Pope, president and CEO of Boeing Commercial Airplanes. "The 787-10 will be a great complement to Riyadh Air's growing fleet and advance the airline's mission to be a world-class airline that delivers an exceptional passenger experience."
The addition of the 787-10 reflects Riyadh Air's commitment to operating one of the world's most modern, efficient and sustainable fleets. As the largest member of the 787 Dreamliner family, the 787-10 will boost Riyadh Air's capacity with 50 more seats than the 787-9, while reducing fuel use and emissions by 25% compared to the airplanes it replaces.
The expanded Boeing fleet will help Riyadh Air grow its network and add the capacity needed to ensure Riyadh, a G20 capital city, is fully connected to 100 global destinations realizing the goals of Saudi Vision 2030.
As a wholly owned company of the Public Investment Fund (PIF), Riyadh Air acts as a key catalyst for Saudi Arabia's economic diversification strategy. By expanding its global reach, the airline expects to generate over 200,000 direct and indirect jobs and contribute over $20 billion (SAR 75 billion) to non-oil GDP growth by 2030.
About Riyadh Air
Riyadh Air, a wholly owned PIF company, is redefining global travel as a full-service global carrier based in Riyadh, Saudi Arabia. Since its launch in March 2023, Riyadh Air has committed to building a modern, efficient fleet and embracing careful sustainability practices, focusing on responsible operations and thoughtful innovation throughout every journey. Each aircraft features advanced cabin interiors, next-generation digital inflight entertainment, and seamless connectivity, ensuring every guest enjoys a memorable experience. By 2030, Riyadh Air aims to connect guests to over 100 destinations worldwide, with authentic Saudi hospitality at the heart of every flight.
About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.
Binance ukončí podporu hlavní sítě Moonriver (MOVR) a Moonbeam (GLMR) a přesune jejich kontrakty na Base Network v poměru 1:1. Vklady a výběry přes hlavní síť budou pozastaveny 21. července 2026 v 11:00 UTC.
This is a general announcement and marketing communication. Products and services referred to here may not be available in your region. Fellow Binancians, Binance will discontinue the mainnet support of Moonriver (MOVR) and Moonbeam (GLMR), as well as open deposits and withdrawals via Base Network for the aforementioned tokens. General Deposits and WithdrawalsAt 2026-07-21 11:00 (UTC), deposits and withdrawals of the aforementioned tokens via Moonriver and Moonbeam mainnet will be suspended. Users should ensure they leave sufficient time for the aforementioned tokens’ deposits to be fully processed prior to this time. Binance will not make a separate announcement to inform users after we resume deposits and withdrawals of the aforementioned tokens.After the event is complete, Moonriver and Moonbeam mainnet will no longer be supported for deposits and withdrawals.Spot, Margin, and Futures trading and Binance Earn services will not be impacted during the migration.Binance will handle all technical requirements for users who are involved in this event. Contract Swap MOVR and GLMR will be migrated from their mainnets to Base Network at a ratio of 1:1. New tokens smart contract addresses:MOVRGLMR Note: There may be discrepancies between this original content in English and any translated versions. Please refer to the original English version for the most accurate information, in case any discrepancies arise. Thank you for your support! Binance Team 2026-07-20
Prologis has made a third takeover proposal for SEGRO PLC (LSE:SGRO), valuing the FTSE 100 warehouse landlord at approximately £13.5 billion and introducing a partial cash alternative, only for the board to reject the approach once again.
Rebuffing the approach, the UK warehouse group told investors: "Should Prologis submit an improved proposal that more appropriately reflects the value of SEGRO's compelling prospects, SEGRO would continue to make themselves available to engage further with Prologis."
The US logistics property giant's third proposal, made on 16 July and rejected the following day, comprises 0.0890 new Prologis shares for each SEGRO share, a 6% increase on its original terms.
It also includes a partial cash alternative of up to £2.7 billion, representing 20% of the total consideration, at a fixed price of 1,000p per SEGRO share, subject to pro-rata scale-back.
Assuming a shareholder elects for 20% cash, the proposal values each SEGRO share at 993p based on Friday's closing prices.
That represents a premium of 33.8% to SEGRO's undisturbed share price of 742p on 23 June, the day before the offer period began, and 9.7% above its pro forma adjusted net asset value of 905p.
The disclosure sets up a tense final act, with Prologis facing a deadline of 5 pm on Tuesday, 22 July, to either announce a firm intention to make an offer or walk away under the Takeover Code.
Prologis also made a second proposal on 10 July, which was rejected two days later, and confirmed it would explore a secondary listing of its shares in London if there is sufficient investor demand.
The company urged SEGRO shareholders to press their board to recommend a deal, and mounted a pointed attack on the defence case SEGRO set out earlier this month.
It said SEGRO's 8% discount rate understates the execution risk attached to speculative, long-dated and often un-zoned development projects, and pointed to the revocation of data centre entitlements in Paris as evidence of risk in its powered land bank.
Prologis also noted that SEGRO's reported net asset value fell 2.2% in the first half of 2026, and questioned why its defence valuation adds a "cluster" premium while the company plans to dispose of prime assets into a joint venture at NAV.
The bidder reminded shareholders that SEGRO rebuffed an all-share approach at 963p in March 2024, arguing they could be 36.5% better off today had that deal proceeded.
SEGRO has dismissed the pursuit as "inadequate, opportunistic and one-sided", with chairman Andy Harrison accusing Prologis of trying to acquire the company on the cheap while its share price was dislocated by the Middle East conflict.
Nasdaq uzavřel s Národní bankou Gruzie partnerství na modernizaci treasury infrastruktury. Platformu Nasdaq Calypso přijmou Bank of Georgia, TBC Bank, Liberty Bank, Terabank a Basisbank.
Shared Platform Backed by The National Bank of Georgia Will Deliver Trusted Global Infrastructure to Support Growth of the Banking Sector July 20, 2026 03:00 ET | Source: Nasdaq, Inc.
TBILISI, Georgia and NEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- Nasdaq (Nasdaq: NDAQ) today announced a landmark partnership with the National Bank of Georgia (NBG) to modernize the treasury and financial markets infrastructure across Georgia's banking sector. Five of the country's largest commercial banks — Bank of Georgia, TBC Bank, Liberty Bank, Terabank and Basisbank — will adopt the Nasdaq Calypso platform under a shared, common infrastructure model spanning the full front-to-back trade lifecycle. The initiative, operating under the Georgian Market Advancement Program (GMAP) and coordinated in collaboration with the Georgian Financial Markets Treasuries' Association (GFMTA), represents a significant milestone in the development of Georgia's capital markets.
Natia Turnava, Governor of the National Bank of Georgia, said: “Modernising Georgia's treasury infrastructure is a strategic priority for the National Bank of Georgia and a critical step in the continued development of our financial system. By bringing the country's five largest commercial banks onto a common, internationally recognized platform, we are raising the standard of risk management, regulatory oversight, and operational resilience across the sector. This initiative reflects our commitment to building a financial market that is robust, transparent, aligned with international best practice, and equipped to support Georgia's continued economic growth.”
Why Georgia's Banks Need a New Treasury Infrastructure Model
Georgia's commercial banking sector has experienced double-digit growth over the past five years, with total assets approaching USD 38 billion - reflecting the depth and dynamism of the country's financial system. As the sector has grown, so too has demand for more sophisticated treasury infrastructure capable of supporting complex securities and derivatives markets, enterprise-grade risk management, and increasingly rigorous regulatory standards. At the same time, the investment required to deploy and maintain such infrastructure at the individual institutional level represents a significant undertaking for any single bank. A shared, coordinated approach - pooling resources and expertise across the sector - provides the most efficient path to achieving that ambition at scale.
Magnus Haglind, Head of Capital Markets Technology at Nasdaq, said: “Georgia presents a compelling example of how the shared infrastructure model can unlock real value for individual institutions and the financial system as a whole. By drawing on Nasdaq’s experience navigating modernization programs at scale, firms gain access to deep institutional knowledge and the ability to evolve without bearing the full cost, risk, or operational complexity of doing it alone. GMAP reflects exactly the kind of structured, country-level framework that enables this type of transformation to succeed. We welcome the opportunity to support the National Bank of Georgia in this initiative, and to help Georgia's banking sector build the infrastructure it needs for its next phase of growth.”
How Nasdaq Calypso Solves the Shared Infrastructure Challenge for Georgian Banks
The Nasdaq Calypso platform will be deployed as a shared infrastructure model, installed at a centralized location with each of the five participating banks represented as a separate entity within the same instance, with their data fully segregated. Each institution will benefit from a configuration adapted to its individual business requirements, risk profile, and operational context, while operating within a common framework that enables standardized reporting and workflows, shared market data, and collective governance, oversight, and audit capabilities.
The platform will span the complete trade lifecycle from front-office deal capture and pricing, through middle-office risk management and compliance, to back-office settlement, accounting, and financial reporting. This end-to-end architecture eliminates the need for multiple point solutions, reduces reconciliation overhead, and delivers a single source of truth for treasury operations across the sector.
Standardization also delivers systemic benefits beyond any single institution. With harmonized data and reporting across all five banks, the National Bank of Georgia gains materially enhanced visibility into treasury exposures, liquidity positions, and systemic risk, supporting more effective macroprudential supervision. Consistent audit trails and common reporting frameworks reduce the burden on both banks and regulators and provide a robust foundation for Georgia's continued integration with international financial standards, including ISO 20022, the global messaging standard for financial data exchange.
Lasha Jugeli, Executive Secretary of the Georgian Financial Markets Treasuries' Association, said: “The Georgian Market Advancement Program (GMAP) is the result of years of deliberate coordination across Georgia's banking sector, and it marks a pivotal moment for our Association and the institutions we represent. By aligning on a shared infrastructure backed by Nasdaq's global expertise and the National Bank of Georgia's institutional support, and project management funding provided by Japan through the Japan–EBRD Cooperation Fund, our member banks are not only modernising their own operations — they are collectively raising the standard for treasury management across the sector. We are proud to have played a central role in bringing this initiative to fruition, and we look forward to the tangible benefits it will deliver for our members and for Georgia's financial markets as a whole.”
The five participating banks collectively represent the majority of Georgia's commercial banking sector assets, and their adoption of a common, internationally recognised platform marks a defining step in Georgia's emergence as a modern, well-governed financial market.
Notes to Editors
The project management component of the 'Implementation of the Treasury Management Solution for Georgian Commercial Banks' project has been financed by Japan through the Japan–EBRD Cooperation Fund.
Nasdaq (Nasdaq: NDAQ) is a leading technology platform that powers the world’s economies. We architect the world’s most modern markets, power the innovation economy, and build trust in the financial system. We empower economic opportunity by designing and deploying the technology, data, and advanced analytics that enable our clients to capture opportunities, navigate risk, and strengthen resilience. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com.
About The National Bank of Georgia
The National Bank of Georgia (NBG) is the central bank of Georgia. Its status is defined by the Constitution of Georgia. The main objective of the National Bank is to ensure price stability. Georgia's first central bank was established in 1919. In its current form the National Bank of Georgia has existed since 1991. According to the Constitution of Georgia, the National Bank is independent in its activities. Beyond this mandate, the NBG operates as Georgia’s integrated financial supervisor - a single megaregulator that oversees nearly the entire financial sector rather than functioning as an ordinary bank. Its remit spans the regulation and oversight of commercial banks, microbanks, microfinance organizations, payment service providers, virtual asset service providers, and other market participants, together with responsibility for the secure and efficient operation of payment and settlement systems and for advancing transparency, consumer protection, and financial literacy. The NBG also safeguards financial stability and manages the country’s international reserves, a key anchor of macroeconomic stability. For additional information, visit https://nbg.gov.ge/en.
About Georgian Financial Markets Treasuries Association
Georgian Financial Markets Treasuries Association GFMTA was established on November 21, 2018 by the National Bank of Georgia (NBG), various commercial banks and microfinance organizations. Today, the Association is the largest professional organization that cares about the development of financial markets in Georgia and unites 16 entities operating in different segments of the financial markets of Georgia, including 11 commercial banks, 2 microfinance organizations, the Pension Agency of Georgia, the National Bank of Georgia, and a corporation.
Information set forth in this press release contains forward-looking statements that involve a number of risks and uncertainties. Nasdaq cautions readers that any forward-looking information is not a guarantee of future performance and that actual results could differ materially from those contained in the forward-looking information. Forward-looking statements can be identified by words such as “will”, “can” and other words and terms of similar meaning. Such forward-looking statements include, but are not limited to, statements related to the benefits of Nasdaq Calypso and Nasdaq’s technology partnership with The National Bank of Georgia and the country’s banking sector. Forward-looking statements involve a number of risks, uncertainties or other factors beyond Nasdaq’s control. These risks and uncertainties are detailed in Nasdaq’s filings with the U.S. Securities and Exchange Commission, including its annual reports on Form 10-K and quarterly reports on Form 10-Q which are available on Nasdaq’s investor relations website at http://ir.nasdaq.com and the SEC’s website at www.sec.gov. Nasdaq undertakes no obligation to publicly update any forward-looking statement, whether as a result of new information, future events or otherwise.
Americká spotová bitcoinová ETF zaznamenala druhý týden v řadě čistý příliv kapitálu, tentokrát asi 75,7 milionu dolarů. Investoři to berou jako možný signál, že bitcoin hledá dno.
Po téměř dvou měsících výprodejů se zdá, že se sentiment u kryptoměn začíná pomalu obracet. Americká ETF navázaná na spotovou cenu bitcoinu zaznamenala druhý týden v řadě čistý příliv kapitálu. Někteří analytici tak hlásí, že kryptoměny by mohly nacházet své cenové dno.
Třináct amerických spotových bitcoinových ETF přilákalo v uplynulém týdnu přibližně 75,7 milionu dolarů. Navázaly tak na předchozí týden, kdy do nich přiteklo zhruba 197,4 milionu dolarů. K obratu došlo navzdory výraznému odlivu ve výši 424,7 milionu dolarů během pondělí 13. července, který následoval po eskalaci vojenského napětí mezi Spojenými státy a Íránem.
Zvrat v kombinaci také s přílivem do ETF vázaných na Ether, druhou největší kryptoměnu, by mohl signalizovat pozitivní návrat sentimentu na trh, tvrdí Richard Galvin, výkonný předseda kryptoměnové investiční firmy DACM.„Myslím, že je to známka dosažení dna. Vzhledem k jejich velikosti a šíři se ETF staly dobrým ukazatelem obecného sentimentu vůči Bitcoinu a celému sektoru. Takže obrat po osmi týdnech v řadě, nyní potvrzený během dvou týdnů, je pozitivní,“ řekl agentuře Bloomberg.
Zlepšení ukazuje i technický obraz. Bitcoin se vrátil nad svůj 200týdenní klouzavý průměr, který se pohybuje kolem 63 300 dolarů a bývá vnímán jako významná hranice mezi dlouhodobě býčím a medvědím trhem. V posledních týdnech se přitom největší kryptoměna obchodovala převážně v pásmu mezi 60 000 a 65 000 dolary, když investoři vyhodnocovali nejisté makroekonomické prostředí.
Odolnost trhu se projevila i během dnešního obchodování v Asii. Bitcoin krátce vystoupal nad hranici 65 000 dolarů navzdory novým americkým úderům na cíle v Íránu. Geopolitické napětí však podle analytiků současně zvyšuje inflační rizika, přičemž obavy z dalšího vývoje úrokových sazeb mohou podle Damiena Loha, investičního ředitele společnosti Ericsenz Capital, stále brzdit plnohodnotný návrat institucionálních investorů.
Potenciálním impulzem pro další růst by naopak mohlo být schválení dlouho očekávaného zákona Clarity Act, který má upravit strukturu kryptoměnového trhu v USA. Pokud by legislativa prošla Kongresem ještě před srpnovou přestávkou, mohla by podle Loha podpořit další posilování bitcoinu.
Od začátku června bitcoin ztratil přibližně deset procent hodnoty. K tlaku na cenu přispěla také společnost Strategy, jež oznámila prodej části svých bitcoinových rezerv. Firma vedená Michaelem Saylorem byla dlouhodobě známá strategií nepřetržité akumulace kryptoměny a opakovaně deklarovala, že bitcoin prodávat nehodlá.
S poklesem ceny bitcoinu přibližně na polovinu říjnového maxima okolo 126 000 dolarů však začalo být pro společnost složitější plnit některé finanční závazky. Saylor v posledních týdnech připustil větší flexibilitu při nakládání s drženými tokeny a Strategy následně oznámila další prodej bitcoinů v hodnotě 216 milionů dolarů. Přitom předchozí zveřejněná transakce představovala činila pouze 2,5 milionu dolarů.
Upozornění pro investory:
Investování do virtuálních aktiv (např. Bitcoin) či investičních nástrojů navázaných na virtuální aktiva je spojeno s řadou rizik, na která upozorňuje např. EBA (European Banking Authority) v článku „Crypto-assets: ESAs remind consumers about risks“ ze dne 17.3.2021. Tato upozornění naleznete ZDE. Patria Finance a.s. obecně nedoporučuje investovat do nástrojů navázaných na virtuální aktiva z důvodu rizik, která jsou s nimi spojena.
Ally Financial čeká za 2. čtvrtletí zisk 1,23 USD na akcii a výnosy 2,22 miliardy USD, oba údaje nad loňskem. Akcie v pátek klesly o 2,5 % na 45,64 USD.
Ally Financial Inc. (NYSE:ALLY) will release its second quarter earnings report before the opening bell on Tuesday, July 21.
Analysts expect the Detroit, Michigan-based company to report quarterly earnings of $1.23 per share, up from 99 cents per share in the year-ago period. The consensus estimate for Ally Financial’s quarterly revenue is $2.22 billion. It reported $2.08 billion last year, according to Benzinga Pro.
On July 13, Ally Financial named Mark Mathewson as chief information and data officer.
Shares of Ally Financial fell 2.5% to close at $45.64 on Friday.
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 ALLY stock? Here’s what analysts think:
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Allbridge, the company behind cross-chain stablecoin bridge Allbridge Core, said it has paused the protocol as a precaution after a “security incident” that reportedly saw $1.65 million drained on Sunday.
The incident affected Allbridge Core’s Solana deployment, with the attacker having already bridged the stolen funds from Solana to Ethereum before moving them into privacy pools.
“Allbridge Core is experiencing a security incident,” it said in a post on X on Sunday. “We have paused the protocol as a precaution while we investigate. If you have liquidity in affected pools, please withdraw now.”
The Allbridge Core exploit is at least the sixth attack targeting a cross-chain bridge since May. Bridges are attractive targets for attackers because they often hold large pools of funds that back bridged assets on the destination blockchain.
Source: Lookonchain
Onchain Lens reported the attacker made a $1.12 million USDC (USDC) flash loan from Kamino, before rapid USDC/USDT swaps that distorted the Allbridge Core stablecoin pool’s exchange rate.
The attacker then withdrew liquidity at manipulated rates, repaying the $1.12 million USDC loan and keeping the difference.
“The resulting pool imbalance created a temporary positive arbitrage window. If you took advantage of it, please consider returning funds… this will go directly toward compensating affected LPs,” it added.
This wasn’t the first time Allbridge Core was hit by a flash loan attack.
In April 2023, Allbridge was exploited for $573,000 through a flash loan attack on Allbridge’s pool on the BNB Chain. The attacker acted as both liquidity provider and swapper, and exploited a flaw in a smart contract that allowed them to manipulate swap prices, which led to $289,900 drained in Binance USD (BUSD) and $290,900 in USDt (USDT).
Warning posted to the Allbridge Core website. Source: Allbridge Core
Cross-chain bridges targeted since May In June, Taiko, an Ethereum layer-2 blockchain, urged its users to withdraw assets from the network’s bridges after attackers exploited one of its bridge protocols and stole $1.7 million.
Taiko reopened its bridge 11 days later after completing a four-step recovery plan.
Weeks before the Taiko incident, Secret Network was exploited through an “infinite mint” bug on a vulnerable smart contract, which created unbacked versions of Axelar-wrapped assets, resulting in a $4.67 million exploit.
Other recent bridge exploits included the Gravity Bridge, Verus Bridge and the Butter Network.
Magazine: The British Virgin Islands are a top crypto hub no one ever talks about: Here’s why
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Samsara po silných výsledcích za 1. čtvrtletí udržuje doporučení Buy; net new ARR vzrostl meziročně o 30 % a marže dál rostou. Investor Day potvrdil silnou poptávku u velkých zákazníků.
SummarySamsara maintains a Buy rating after robust Q1 results and a successful Investor Day, with price targets of $52 (base) and $61 (bull).Net new ARR grew 30% YoY, large customer momentum remains strong, and margins continue expanding despite modest gross margin pressure from AI/cloud investments.IOT's proprietary data moat and scaled hardware network underpin new product launches—Tracking Label, Waste Intelligence, and Ground Intelligence—unlocking fresh TAM and high-margin opportunities.With only ~1% TAM penetration and 6% core customer reach, IOT's growth runway remains substantial barring macro or execution risks.metamorworks/iStock via Getty Images
Investment Thesis In my debut article for Samsara (IOT) published two months ago (recommended read before this one), I laid out my thesis on the company: Samsara was down ~50% from its all-time high despite the previous Q4 FY26
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of IOT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
EUR/USD se drží poblíž 1,1440, protože sázky na další zvýšení sazeb ze strany ECB vyvažuje poptávka po dolaru jako bezpečném přístavu. Klíčová zůstává zóna resistance 1,1470–1,1500.
EUR/USD traded near 1.1440 after recovering from recent lows, supported by expectations that the European Central Bank could raise interest rates again in September. The euro’s advance remains limited as escalating US-Iran tensions and oil prices above $90 increase safe-haven demand for the US dollar. EUR/USD must clear the 1.1470–1.1500 resistance zone to strengthen its recovery, while 1.1400 remains the first major support level. The EUR/USD exchange rate held near 1.1440 on Monday as traders weighed the prospect of another European Central Bank interest rate increase against renewed demand for the US dollar amid escalating tensions between Washington and Tehran.
The currency pair was trading around 1.1437 at the time of writing, having pulled back from last week’s high near 1.1480. The euro remains supported by expectations that the ECB will retain a hawkish bias at this week’s policy meeting, even though policymakers are widely expected to leave borrowing costs unchanged.
However, the dollar has regained some ground as the US-Iran conflict intensifies and disruption to oil shipments through the Strait of Hormuz pushes energy prices higher. Brent crude rose above $90 a barrel, reviving inflation concerns and strengthening the case for the Federal Reserve to maintain higher interest rates.
Why Is EUR/USD Rising Today? The euro has found modest support from changing expectations for ECB monetary policy.
The ECB is expected to keep its deposit rate unchanged at 2.25% when officials meet on Thursday. Nevertheless, a Reuters poll found that most economists expect another rate increase later this year, with September emerging as the most likely timing.
That outlook has become more credible following the renewed increase in energy prices. Eurozone inflation eased to 2.8% in June but remains above the ECB’s 2% target, while rising oil and gas costs threaten to create another wave of price pressure.
Consequently, the euro has retained support even as the ECB prepares to pause after its previous rate increase. Traders will pay close attention to President Christine Lagarde’s comments for any indication that September remains a live option.
Will the ECB Raise Interest Rates in September? A September rate increase is increasingly becoming the central question for the EUR/USD forecast.
Around 70% of economists surveyed by Reuters expect the ECB to raise rates once more before the end of 2026. However, policymakers must balance renewed inflation risks against a weak eurozone economy, which expanded by only 0.2% during the latest quarter.
The ECB’s challenge is that higher energy prices can simultaneously lift inflation and weaken economic activity. Businesses face higher operating costs, while households have less disposable income available for other goods and services.
A clearly hawkish message from Lagarde could help EUR/USD challenge 1.1500. Conversely, a more cautious tone that emphasises weak growth could encourage traders to reduce expectations for a September move and weigh on the euro.
How Are US-Iran Tensions Affecting EUR/USD? Escalating hostilities between the United States and Iran are preventing a stronger euro recovery.
The United States carried out a ninth consecutive night of strikes, while Iran warned that the Strait of Hormuz would remain unsafe for oil, gas and petrochemical shipments. Ship traffic through the strategically important waterway has declined sharply, contributing to Brent crude’s move above $90 and WTI’s rise beyond $84.
The development creates two headwinds for EUR/USD.
First, geopolitical uncertainty increases demand for the US dollar as investors move toward highly liquid safe-haven assets. Second, Europe is particularly exposed to imported energy costs, meaning a sustained oil shock could weaken the eurozone growth outlook even while forcing the ECB to keep monetary policy restrictive. The dollar has therefore remained resilient despite recent evidence that US inflation had begun to moderate. Markets are also pricing an increased possibility of another Federal Reserve rate rise before the end of the year.
EUR/USD Technical Analysis: Can the Euro Break Above 1.1500? The one-hour chart shows EUR/USD consolidating near 1.1437 after its retreat from the 1.1480 area. Price is hovering around the middle Bollinger Band near 1.1436, indicating that neither buyers nor sellers currently have firm control.
The Moving Average Convergence Divergence indicator is beginning to stabilise after turning negative during the latest pullback. However, momentum remains limited, suggesting that the pair may continue trading sideways unless a fresh fundamental catalyst emerges.
Immediate resistance is located between 1.1445 and 1.1470, where the upper Bollinger Band and recent intraday highs are concentrated. A sustained move above 1.1470 would expose the psychologically important 1.1500 level.
A close above 1.1500 would improve the short-term structure and could open a move toward 1.1580 and 1.1620.
On the downside, 1.1425 provides initial support near the lower Bollinger Band. The more important level is 1.1400, which has repeatedly attracted buyers. A decisive break beneath 1.1400 would weaken the recovery and bring 1.1375 back into focus, followed by 1.1320.
EUR/USD Outlook Ahead of the ECB Rate Decision The immediate EUR/USD outlook hinges on whether the ECB validates market expectations for another rate increase in September.
A hawkish policy statement could help the euro test 1.1470 and 1.1500, particularly if Lagarde signals that higher energy prices pose a material threat to inflation. However, the dollar is likely to remain supported while the US-Iran conflict disrupts energy markets and drives investors toward safety.
For now, EUR/USD appears caught between a more hawkish ECB outlook and a stronger geopolitical bid for the dollar. That leaves the pair vulnerable to further consolidation until Thursday’s ECB decision provides a clearer policy signal.
Why is EUR/USD rising today?
EUR/USD is finding support as investors expect the European Central Bank to retain a hawkish stance and potentially raise interest rates again in September. However, gains remain limited by safe-haven demand for the US dollar.
How will the ECB interest rate decision affect EUR/USD?
A hawkish ECB decision would likely support the euro by strengthening expectations for higher interest rates. A cautious statement focused on weak economic growth could weigh on EUR/USD and bring the 1.1400 support level back into focus.
Akeso zahájila fázi II klinické studie s prvním pacientem pro AK146D1 v kombinaci s ivonescimabem u pokročilého NSCLC. Studie se zaměří především na léčbu v první linii.
, /PRNewswire/ -- Akeso, Inc. (9926.HK) ("Akeso" or the "Company") today announced that the first patient has been dosed in a Phase II clinical study (AK146D1-201) evaluating its internally developed TROP2/Nectin-4 bispecific antibody-drug conjugate (ADC), AK146D1, in combination with ivonescimab (the Company's PD-1/VEGF bispecific antibody) in patients with advanced non-small cell lung cancer (NSCLC). The study will explore the therapeutic potential of this combination, with a particular emphasis on the first-line treatment setting.
The advancement of ADC 2.0 candidates AK146D1 and AK138D1 into Phase II trials marks a critical milestone for Akeso's "IO2.0 + ADC2.0" strategy. Built upon our proprietary bispecific and multispecific antibody technology alongside our innovative IO2.0 portfolio, this progress underscores our commitment to elevating the standard of care for major global diseases like lung cancer. Furthermore, it reinforces our cancer therapy matrix, positioning Akeso with distinct, cross-generational competitive advantages in the global market.
In the immuno-oncology (IO) arena, Akeso stands as the only company globally with two approved bispecific antibodies for cancer immunotherapy. The Company is actively evaluating ivonescimab and cadonilimab in combination with its pipeline of proprietary next-generation ADC2.0 agents. Increasingly, global partners recognize both ivonescimab and cadonilimab as preferred agents for combination regimens and breakthrough therapy explorations across a wide spectrum of tumor types.
Within the ADC landscape, Akeso has established a pipeline of breakthrough next-generation candidates, with AK146D1, AK138D1, AK157D1, and AK158D1 (a bispecific ADC) already in clinical development. These novel agents are designed to overcome the narrow therapeutic window and safety limitations frequently observed in conventional ADCs, effectively ushering ADC therapy into a new 2.0 era.
Ivonescimab, a first-in-class PD-1/VEGF bispecific antibody, has demonstrated clinically transformative benefits compared to PD-1 inhibitor-based therapies across multiple Phase III studies, supported by a robust body of clinical evidence. AK146D1 is an ADC2.0 agent that exhibits potent antitumor activity and a favorable safety profile. The combination of AK146D1 and ivonescimab holds the potential to significantly enhance clinical efficacy, reduce treatment-related toxicity, and broaden the range of eligible patients. By addressing the multifaceted clinical limitations of conventional immunotherapy and current ADC therapies, this regimen aims to emerge as a next-generation solution that offers superior efficacy and safety for patients with cancer.
About Akeso
Akeso (HKEX: 9926.HK) is a leading biopharmaceutical company committed to the research, development, manufacturing and commercialization of the world's first or best-in-class innovative biological medicines. Founded in 2012, Akeso has built a comprehensive R&D innovation ecosystem anchored by its proprietary Tetrabody antibody technology platform, AI-powered drug R&D platform, Dual-Shield ADC technology platform, Dual-Lock T-cell engager (TCE) technology platform, Tissue-Smart siRNA/mRNA technology platform, and cell therapy technology platforms.
Backed by world-class GMP manufacturing facilities and a highly efficient, integrated commercialization system, Akeso has developed into a globally competitive biopharmaceutical enterprise. Leveraging its fully integrated, multi-functional platform, the company maintains a robust pipeline of more than 50 innovative assets targeting cancer, autoimmune diseases, inflammation, metabolic disorders, and other major therapeutic areas. Of these, 27 candidates have advanced into clinical trials—including 15 bispecific or multispecific antibodies and bispecific ADCs—and 8 innovative drugs have reached commercial stage.
Through efficient and groundbreaking R&D, Akeso integrates premier global resources to develop transformative medicines, deliver high-quality, affordable therapeutic antibodies to patients worldwide, and generate sustained commercial and societal value as it strives to become a global leader in biopharmaceutical innovation.
Forward-Looking Statements
This announcement by Akeso, Inc. (9926.HK, "Akeso") contains "forward-looking statements". These statements reflect the current beliefs and expectations of Akeso's management and are subject to significant risks and uncertainties. These statements are not intended to form the basis of any investment decision or any decision to purchase securities of Akeso. There can be no assurance that the drug candidate(s) indicated in this announcement or Akeso's other pipeline candidates will obtain the required regulatory approvals or achieve commercial success. If underlying assumptions prove inaccurate or risks or uncertainties materialize, actual results may differ materially from those set forth in the forward-looking statements.
Risks and uncertainties include but are not limited to, general industry conditions and competition; general economic factors, including interest rate and currency exchange rate fluctuations; the impact of pharmaceutical industry regulation and health care legislation in P.R.China, the United States and internationally; global trends toward health care cost containment; technological advances, new products and patents attained by competitors; challenges inherent in new product development, including obtaining regulatory approval; Akeso's ability to accurately predict future market conditions; manufacturing difficulties or delays; financial instability of international economies and sovereign risk; dependence on the effectiveness of the Akeso's patents and other protections for innovative products; and the exposure to litigation, including patent litigation, and/or regulatory actions.
Akeso does not undertake any obligation to publicly revise these forward-looking statements to reflect events or circumstances after the date hereof, except as required by law.
Google zrychluje snahu prorazit s TPU proti Nvidii a jedná s „neo-cloud“ poskytovateli o rozšíření nabídky. TPU už získávají klienty jako Anthropic, Apple a Meta.
Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market.
The strategy, detailed in exclusive reporting by The Information's Amir Efrati, targets the "neo-clouds": specialised GPU cloud providers, many of which began life as cryptocurrency miners.
Hundreds of these firms exist, but only about half a dozen matter, and Alphabet Inc (NASDAQ:GOOG)-owned Google has been in talks with them about adding TPUs to their offerings.
The pitch is diversification, freeing these providers from total dependence on Nvidia, alongside a technical argument that TPU designs have remained stable while Nvidia's architecture changes radically with each generation.
Those frequent shifts create genuine installation headaches for the data centre operators tasked with deploying them.
Financial firepower
The competition is increasingly being fought with balance sheets rather than benchmarks.
Nvidia has long used its financial muscle to support its largest customers, and Google is now considering matching that approach by offering backstop deals to lenders.
Under these arrangements, Google would guarantee payments if businesses that borrow to buy TPUs cannot find renters or buyers for the chips.
Google holds a structural advantage here: unused TPUs can simply be absorbed into its own cloud operations, whereas Nvidia lacks a cloud business of comparable scale to soak up stranded hardware.
A joint venture with Blackstone to build a TPU-based cloud provider extends the same logic.
The friction is already visible, with reports suggesting Nvidia became aware of Google's discussions with neo-cloud provider Nscale and may have offered additional incentives to discourage TPU adoption, though Nscale has said on the record that this is not its position.
Jensen Huang is said to monitor Google's chip programme closely and regards the company as a significant competitive threat.
An awkward embrace
The rivalry is complicated by mutual dependence.
Google remains one of Nvidia's largest customers, buying GPUs at scale for a cloud business that serves external clients, and it currently needs Nvidia's supply as much as Nvidia needs its custom.
Meanwhile, the external TPU business is gaining real traction, with Anthropic, Apple and Meta among the clients, and Meta emerging as a significant customer.
The next constraint is manufacturing, since TSMC is the bottleneck through which all chip ambitions must pass, and Google secures its capacity via Broadcom as intermediary.
Allocations for 2027 production are being determined now, and the capacity Google wins will indicate how seriously TSMC takes the TPU business against competing demands from Nvidia and others.
The stakes extend beyond chips: with gigawatt data centres costing $50 billion to $60 billion and rising, the companies able to guarantee that spending will shape the infrastructure of the entire AI economy.
UK flag carrier opts for game-changing geared architecture
, /PRNewswire/ -- Farnborough International Airshow – Pratt & Whitney, an RTX (NYSE: RTX) business, announced today that British Airways has selected GTF engines to power 33 firm and 30 option Airbus A320neo aircraft. Pratt & Whitney will also provide maintenance for the engines through a 12-year EngineWise® Comprehensive services agreement, ensuring optimized fleet efficiency and cost of ownership. Deliveries are expected to begin in 2027.
"Today marks a pivotal moment and a strong vote of confidence in the GTF engine as the UK's flagship carrier, British Airways, becomes the newest GTF customer," said Rick Deurloo, president of Commercial Engines, Pratt & Whitney. "As the most fuel-efficient choice for the A320neo aircraft, the GTF engine will help British Airways achieve its international fleet expansion goals and enhance the travel experience for passengers."
The GTF delivers 20% lower fuel consumption and a 75% smaller noise footprint compared to the prior generation of engines. Over 2,800 GTF-powered aircraft are operated globally by more than 90 customers, and the order backlog of over 8,000 GTF engines reflects strong market demand for its proven benefits. The GTF Advantage engine, which will enter into service later this year, will provide operators up to twice the time on wing, industry-leading fuel efficiency and even more range capability.
About Pratt & Whitney
Pratt & Whitney, an RTX business, is a world leader in the design, manufacture and service of aircraft engines and auxiliary power units for military, commercial and civil aviation customers. Since 1925, our engineers have pioneered the development of revolutionary aircraft propulsion technologies, and today we support more than 90,000 in-service engines through our global network of maintenance, repair and overhaul facilities.
About RTX
With more than 180,000 global employees, RTX pushes the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia
For questions or to schedule an interview, please contact [email protected]
Lockheed Martin představil PAC-3 ACE, levný interceptor za méně než polovinu ceny PAC-3 MSE. Má posílit protivzdušnou a protiraketovou obranu proti více typům hrozeb.
, /PRNewswire/ -- Lockheed Martin (NYSE: LMT) today announced the introduction of the PAC-3® Adapted Capability Effector (PAC-3 ACE™), a low-cost interceptor built to defeat a wide range of air and missile threats for less than half the cost of a PAC-3 MSE per unit.
A rendering of Lockheed Martin’s PAC-3 ACE interceptor. PAC-3 ACE will give allied forces a rapidly fielded, complementary air defense effector option that can be deployed in record time. To achieve this, Lockheed Martin will collaborate with American and European industry partners and suppliers, enhancing the resilience of the U.S. defense industrial base worldwide.
THE BIG PICTURE
Built on the proven PAC‑3 fire‑control system and fully linked to the Patriot weapon system and the Integrated Battle Command System (IBCS), PAC‑3 ACE speeds up development, testing and deployment far beyond traditional programs. It also ensures allied forces can field a common interceptor and bolster the PAC‑3 network at the same time.
WHY IT MATTERS
Cost-effective performance: Significantly lowers the cost-per-kill against a wide range of threats, with the reliability PAC-3 is known for, while providing magazine depth the current global climate necessitates. Rapid fielding: Uses highly effective and battle-proven PAC-3 software and IBCS integration to shorten development cycles and achieve rapid initial production. Multi-threat coverage: Designed to counter airbreathing threats, cruise missiles, close-range and short-range ballistic missiles within a single platform. Allied resilience: Joint development and production with European partners creates a shared, interoperable interceptor that strengthens transatlantic defense posture. EXPERT PERSPECTIVE
"American and allied warfighters need a solution that is battle-tested and budget-smart, and PAC-3 ACE delivers exactly that by building on the unrivaled performance of the PAC-3 MSE," said Tim Cahill, president, Lockheed Martin Missiles and Fire Control. "As we look to partner with our allies, we can further enhance resiliency and ensure our forces can swiftly counter emerging threats today and tomorrow."
About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at Lockheedmartin.com.
Aurora, the Ethereum-compatible blockchain layer built on NEAR Protocol, went dark at 02:16 UTC on July 20, 2026. Hours later, the network remains completely unavailable, with no official statement from Aurora Labs explaining what happened or when service might resume.
For a network that once locked up $2.5 billion in total value, this would have been a five-alarm fire. Today, with Aurora’s TVL sitting at roughly $4.65 million, the outage reads more like a quiet alarm going off in an increasingly empty building.
What we know so far On-chain monitoring flagged the outage shortly after it began in the early morning hours UTC. Aurora’s mainnet, which allows developers to deploy Ethereum-compatible smart contracts and decentralized applications at lower costs than Ethereum mainnet, has been completely inaccessible since.
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The @auroraisnear account has not issued any public explanation. No root cause has been identified publicly, and there’s no estimated timeline for restoration.
The long decline of Aurora’s TVL When Aurora launched in 2021, it had genuine momentum. The project raised $12 million from a roster of over 100 investors that included Pantera Capital and Electric Capital. It was positioned as the bridge between Ethereum’s massive developer ecosystem and NEAR Protocol’s scalable architecture.
By 2022, things were looking solid. Aurora’s TVL peaked at approximately $2.5 billion, and the broader NEAR ecosystem initiated a $90 million developer fund, allocating 25 million AURORA tokens to boost DeFi activity on the platform.
From $2.5 billion to roughly $4.65 million represents a drop of about 99%. The month preceding the outage was unremarkable. Aurora had been quietly pushing routine updates related to its Virtual Chains and Intents features, but nothing that suggested a major technical crisis was brewing.
What this means for investors and developers For anyone still holding positions on Aurora or building applications on the network, this outage demands a serious reassessment. Extended downtime without communication from the team is one of the clearest warning signals in crypto infrastructure.
A 99% decline in TVL tells you that capital has already voted with its feet. An unexplained, multi-hour mainnet outage tells you that operational resilience may also be deteriorating.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Apple se krátce dostal nad Nvidia jako nejhodnotnější firma světa, protože investoři sázejí na jeho schopnost prodávat AI spotřebitelům. Akcie letos přidaly 23 %.
Apple stock NASDAQ:AAPL has become Wall Street’s latest test of whether the artificial intelligence trade is moving beyond data-centre builders and towards businesses capable of selling AI to consumers.
The iPhone maker briefly overtook Nvidia as the world’s most valuable company, reaching about $4.88 trillion as Nvidia fell 3.5%.
The switch may prove temporary, but it captured a change in investor thinking.
Apple stock has gained 23% this year as confidence grows that it can distribute AI without matching hyperscalers’ spending.
For much of the generative AI boom, Apple was criticized for moving slowly.
Microsoft, Alphabet, Amazon and Meta committed heavily to models, chips and data centres, while Nvidia became the clearest winner from the infrastructure buildout.
That contrast once made Apple look behind the curve. It now appears attractive as investors question how quickly huge AI budgets will generate returns.
Apple can adopt proven models, integrate them into devices and retain control of the customer relationship, with less pressure to justify infrastructure investment.
“Apple was seen as a laggard in the AI race because it wasn’t spending to develop models, but now sentiment has changed,” Toni Meadows, head of investment at BRI Wealth Management, told Reuters.
Meadows said Apple was less exposed to capital-intensive development and better positioned to monetize AI through services, hardware upgrades and its ecosystem.
The company waited for the technology to mature before pushing it through familiar products.
Apple’s advantage is distribution. The company said in January that its installed base had surpassed 2.5 billion active devices, providing a consumer network few technology businesses can match.
HSBC analyst Nicolas Cote-Colisson upgraded Apple to Buy from Hold and lifted his price target to $366 from $260.
He described the company as being at an “operational turning point,” arguing that restrained spending and its product pipeline could support the AI cycle.
The opportunity differs from Nvidia’s.
Nvidia earns when companies add computing capacity, but Apple could benefit downstream by persuading customers to replace devices, use more paid services and remain within its ecosystem.
A more capable Siri is central to that thesis because it could place generative AI before mainstream users without requiring a separate chatbot.
Citi analyst Asiya Merchant raised her target to $365 from $315 and retained a Buy rating, citing opportunities from Apple Intelligence, premium devices and market-share growth.
The initial payoff may come through engagement and services revenue rather than an immediate iPhone supercycle.
Apple must still prove its AI features can change customer behaviour.
Apple’s move above Nvidia is symbolically important, but it does not mark the end of Nvidia’s leadership.
The companies occupy different parts of the same value chain. Nvidia supplies computing power, while Apple offers a route into consumers’ lives.
Nvidia remains essential to AI infrastructure and could reclaim the market-value lead.
Apple also faces tests as its revamped Siri must work reliably, reach key markets and turn distribution into measurable revenue.
A large installed base provides opportunity, not guaranteed monetization.
Valuation is another risk. Apple’s rally has lifted expectations, leaving the shares vulnerable if device demand or services growth disappoints.
Multicoin Capital vložil 1,75 milionu USD do seed kola Trasia Labs, která buduje asijsky zaměřenou perpetual futures platformu na Hyperliquidu. Jde o vstup Multicoinu do ekosystému Hyperliquid.
Multicoin Capital has provided $1.75 million in seed funding as the sole institutional backer for Trasia Labs, the developer of a specialized perpetual futures trading platform built natively on Hyperliquid. This transaction represents Multicoin’s entry into the Hyperliquid ecosystem and supports a project explicitly designed to serve traders across Asian markets.
Co-founded by Mable Jiang—previously a general partner at Multicoin Capital and chief revenue officer at the team behind Stepn—and Edison Chen, a longtime web3 builder, Trasia officially launched its initial web interface on July 17, 2026.
The platform offers bilingual support in Chinese and English and has a native mobile application scheduled for release in August.
An invite-only Asia Points rewards program is now active to engage early users.
Trasia operates as a non-custodial venue that initially provides acess to Hyperliquid’s native perpetual markets.
It intends to introduce proprietary contracts later in the year, with an early emphasis on assets linked to high-interest sectors such as AI infrastructure and companies approaching public listings or generating strong regional investor attention.
The team maintains flexibility in contract selection to respond quickly to market shifts.
The founders deliberately limited external equity capital at this stage, preferring to demonstrate product-market fit and user traction before seeking additional rounds.
In parallel, more than $35 million in HYPE and USDC has been committed to support the rollout of Trasia’s HIP-3 Asian equity perpetuals markets and related growth initiatives.
The platform leverages HIP-3 mechanics, which allow developers to build decentralized perpetual exchanges on Hyperliquid by staking a bond, enabling customized offerings while benefiting from the underlying network’s performance and liquidity.
A key differentiator for Trasia is its regional focus and distribution strategy.
Rather than competing solely for existing on-chain derivatives users, the team targets participants who may be new to decentralized trading or unfamiliar with Hyperliquid entirely.
Plans center on mobile-first design, localized channels, and the founders’ established networks in Hong Kong, Taiwan, and Tokyo to lower entry barriers and build a distinct user community.
The current team consists of approximately ten members based primarily in these hubs.
This investment aligns with broader interest in expanding decentralized finance tools to serve high-potential geographies.
Asia represents a significant pool of trading activity and capital, yet many participants still rely on traditional or centralized venues.
By combining Hyperliquid’s high-throughput order book infrastructure with tailored user experiences and asset selections, Trasia aims to capture incremental flows and contribute to deeper on-chain liquidity in regional equities and related instruments.
Multicoin Capital has expressed long-term optimism about both the base Hyperliquid protocol and application-layer projects like Trasia.
The firm views the ecosystem as positioned for substantial growth, with specialized platforms capable of gaining meaningful share through targeted execution and user ownership.
Trasia will focus on product refinement, liquidity provisioning, and user acquisition amid a competitive HIP-3 landscape.
Early indicators, including the points program and upcoming mobile launch, suggest an emphasis on community engagement and accessibility. Success will depend on converting regional interest into sustained trading activity while navigating market volatility and evolving regulatory considerations.
The round highlights continued selective capital deployment in crypto infrastructure, particularly where experienced teams address clear geographic and product gaps.
For participants in the Hyperliquid ecosystem, Trasia’s development offers another avenue for exposure to Asia-centric perpetuals innovation and potential liquidity expansion. As the platform matures, it could serve as a case study in how focused distribution and technical integration drive adoption in decentralized derivatives.
HYPE drží support na 61,01 USD, zatímco denní poplatky protokolu Hyperliquid vystřelily na 1,9 milionu USD. To ho řadí na 6. místo mezi protokoly podle denních výnosů z poplatků.
Hyperliquid, a decentralized derivatives trading protocol, is seeing increased trading activity as its native token HYPE maintains a solid support level and network growth signals further potential. Recent data shows buyers are defending key price zones, while rising protocol fees highlight strengthening user engagement on the platform.
Price action and key support levelsHYPE is currently priced at $61.01, with a 24-hour trading volume of $235.1 million and a market capitalization of $15.43 billion. Over the previous 24 hours, the token gained 2.41%, which positions it for a possible bullish reversal. Market observers note the importance of HYPE holding above its main support, as sustained buying interest keeps the positive market structure intact despite recent consolidation.
According to Bitcoin Meraklisi, a well-followed cryptocurrency analyst, the critical $58 support serves as a crucial threshold for further bullish momentum. Holding this level is essential for the asset to pursue higher prices. If the price closes above the $74 resistance on higher timeframes, a bullish cup pattern could form, potentially pushing HYPE toward the $172 target. Failure to hold $58, however, may weaken the overall outlook and open the way for corrections.
Bitcoin Meraklisi emphasizes the significance of the $58 support, indicating that if HYPE remains above this level, there is room for a sustained upward move, while breaching it would likely lead to a loss of momentum.
Hyperliquid fee revenue surgesHyperliquid’s network has seen its daily protocol fee collection surge to $1.9 million, according to data compiled by blockchain research firm NSB Intel. This new milestone places Hyperliquid in sixth place among protocols that generate the highest daily fee revenue, surpassing competitors such as Canton in the process.
This surge in fee accrual is widely viewed as a positive sign for the protocol, pointing to greater user adoption and a notable increase in trading volumes on the platform.
Mini dictionary: Hyperliquid is a decentralized perpetual futures protocol that allows on-chain trading of cryptocurrency derivatives without the involvement of centralized intermediaries. The protocol’s growth is measured in part by fee revenue and user activity metrics.
ProtocolDaily Fee RevenueRankingHyperliquid$1.9 million6thCantonBelow $1.9 millionBelow 6thMarket sentiment and future outlookStronger trading volumes and higher protocol fee revenue have fueled optimism for HYPE’s continued growth. As bullish sentiment returns to the wider crypto market, reflected in upward movement in BTC, Hyperliquid investors are increasingly confident in the platform’s competitive position.
Technical analysts observe that, provided HYPE maintains critical support levels, the asset could test and potentially break above significant resistance barriers. If momentum holds, this move may accelerate gains and reinforce the token’s position within the decentralized finance landscape.
However, should HYPE lose its main support, analysts caution that the asset could see increased selling pressure and a price correction. Sustained network activity and fee generation remain important indicators for investor confidence and future price action.
Continued expansion in both trading activity and protocol revenue reflects the growing role of Hyperliquid in the decentralized finance sector, underscoring its strengthening market position relative to other DeFi platforms.
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.
Strategy drží 843 775 BTC v hodnotě asi 54,5 miliardy USD, ale její mNAV klesl na 1,03x a model financování je pod tlakem. Firma už prodala 3 588 BTC na výplatu dividend STRC a tvorbu hotovostních rezerv.
For years, Michael Saylor’s Bitcoin [BTC] strategy looked nearly impossible to challenge. Every capital raise financed another Bitcoin purchase. Every rally reinforced the model. Shareholder dilution also seemed justified because the corporate treasury kept expanding.
Yet, success gradually introduced a different challenge. The financial engine behind the relentless accumulation is now demanding more from the treasury it was built to grow. At press time, Strategy held 843,775 BTC, worth about $54.5 billion. This milestone comes after adding 171,278 BTC this year.
Source: Bitcoin Treasuries However, those holdings carry a $63.69 billion cost basis, with an average purchase price of $75,482. That gap has shifted attention from accumulation toward the sustainability of the model. Reflecting that transition, the recent sale of 3,588 BTC was used to support STRC dividends and strengthen $3 billion in cash reserves.
That said, the real question remains. Can Bitcoin‘s future appreciation continue offsetting dilution, financing costs, and an increasingly self-dependent capital structure?
The engine behind Strategy Dependence on the rising price of Bitcoin is no accident; it has been the foundation of Strategy’s accumulation engine since day one.
Meanwhile, the Market to Net Asset Value (mNAV) has slipped to just 1.03x. The metric gauges how the market values a Digital Asset Treasury (DAT). Previously, it spiked as high as 2.51x, but the sharp decline has eroded the premium that once made equity issuances highly accretive.
Rather than relying on operating cash flow, the company depended on maintaining an enterprise mNAV above 1, allowing it to issue shares at a premium and recycle fresh capital into Bitcoin purchases.
For years, that formula worked remarkably well in favor of the DAT. As mNAV climbed to 3.89x, Strategy raised $25.3 billion during 2025 and accelerated its treasury expansion without materially weakening shareholder exposure. However, currently, the math has changed.
Source: Strategy Therefore, Strategy will likely have to shift its focus away from adding to its Bitcoin holdings and toward creating flexibility within its balance sheet. Still, not everyone views the recent pressure as evidence that the model is failing.
Lead Information Compliance Assurance Manager at SpaceX, Vincent Peters, observed,
People often confuse volatility with failure. Bitcoin has experienced extraordinary appreciation punctuated by significant corrections.
He added that while those corrections create headlines, they “don’t necessarily invalidate a long-term strategy.” Unless Bitcoin regains sustained upward momentum, rebuilding the premium may prove more important than acquiring the next Bitcoin.
The per-share challenge That changing reality is also reshaping how Strategy measures success. The company was never trying to own more Bitcoin for the sake of it. Instead, the objective was to ensure every shareholder owned more Bitcoin over time. Such a distinction made BTC Yield and Bitcoin per share the clearest measures of whether the model was truly creating value. For several years, the model delivered on that promise.
BTC yield reached 9.4% in early 2026, while Bitcoin per share climbed to 207,776 satoshi (sats), supported by 171,278 BTC in net accumulation. Yet, the BTC yield has fallen off slightly, hovering around 6.6% as of press time. Although the flywheel has slowed down considerably, that same slowdown has started to impact how well Strategy is performing, according to those same metrics.
As enterprise mNAV compressed toward 1.03x, each new share issued generated less incremental Bitcoin ownership than before.
Source: Strategy More importantly, investors are no longer watching Strategy solely for the size of its Bitcoin treasury. They are watching whether it can continue funding future purchases. That debate has also attracted criticism from longtime Bitcoin skeptic Peter Schiff, who questioned Strategy’s capital allocation. He argued,
The model needlessly destroyed shareholder value by selling discounted MSTR shares instead of Bitcoin.
That shift matters. Rather than being simply the largest owner of Bitcoin, Strategy has become a proxy indicator for institutional demand for Bitcoin.
Therefore, the debate is moving beyond treasury growth alone, with the focus now on whether Strategy can maintain investor confidence in its ability to generate shareholder wealth over the long term by continuing to fund future purchases.
The cost of conviction Building the world’s largest corporate Bitcoin treasury has given Strategy its greatest financial burden. That trade-off is becoming harder to ignore as Strategy’s capital structure grows more complex.
The DAT has approximately $1.76 billion annually in Stretch (STRC) dividend obligations. In addition to those, it also has convertible notes and continuing equity financing. Meanwhile, its software business generates only about $500 million in annual revenue.
Source: Strategy Therefore, there exists a large funding gap. This funding gap explains why, currently, capital markets are equally important to the price of Strategy’s Bitcoin.
As Andrew Bahlmann, founder of Deal Leaders International, noted,
Having conviction with respect to an asset does not equate to having confidence in the ability to finance it.
He added that lenders ultimately favor collateral that remains stable across market cycles rather than assets whose value fluctuates sharply.
Strategy has approximately $2.5 to $3 billion in cash reserves. Therefore, it retains some financial flexibility. Still, prolonged mNAV compression may limit access to accretive capital. This would increase reliance upon reserves or selective sales of the Strategy’s Bitcoin to meet obligations. As such, this challenge is evident when compared to peers.
Metaplanet continues to expand through lower-cost yen-denominated financing. This is by accepting currency risk in exchange for cheaper capital despite mNAV near 0.92x. In contrast, Semler Scientific has adopted a more conservative approach, relying on lower issuance and minimal preferred obligations.
Source: Bitcoin Treasuries Strategy still commands unmatched scale with 843,775 BTC, yet its funding model is also the most demanding. The comparison highlights a growing trade-off across Bitcoin treasury companies.
All in all, aggressive accumulation can accelerate growth, but resilient capital structures ultimately determine how well that growth survives prolonged market stress.
Final Summary Bitcoin accumulation alone no longer guarantees Strategy’s long-term success. BTC treasury growth now hinges on sustainable capital, not just larger holdings.
Bitcoin BIP 110 je na rozcestí: podporu těžařů má jen 0,86 %, hluboko pod 55% hranicí pro rané uzamčení. Povinné signalizování začne na bloku 961 632 a plné vynucení má přijít 1. září 2026.
BIP 110 reached “Complete” status on June 25, 2026, proposing a one-year restriction on Bitcoin transaction data. Miner signaling for the proposal sits at 0.86%, far below the 55% threshold needed for early lock-in. Mandatory signaling begins at block 961,632, expected around August 7, with full enforcement targeted for September 1. Mining pool Foundry opened an internal vote that could shift the outcome before the deadline arrives. Bitcoin’s BIP 110 proposal, a one-year softfork that would reimpose strict limits on how much arbitrary data miners can embed inside transactions, advanced to complete status on June 25, 2026. Weekend signaling data puts miner backing at just 0.86%, a fraction of the 55% threshold needed for miners to lock the rule in early and guarantee it takes effect. The shortfall matters less than it might elsewhere in Bitcoin’s governance history, because BIP 110 does not need miner consent to take effect. Its mandatory signaling phase starts automatically at block 961,632, expected around August 7, and full enforcement follows on September 1 regardless of how many miners have opted in by then. Signaling works by having miners mark the blocks they produce to show whether they support the change, similar to a running vote tallied block by block.
A Rule Core Wrote Into Existence Itself The proposal exists because of a decision Bitcoin Core made months earlier. In late 2025, Core developers removed the historical 80-byte limit on OP_RETURN, a small text field Bitcoin lets users attach to a transaction to store non-payment data, like a short note, an image reference, or a token record, aiming to push data-heavy users toward prunable storage rather than methods that permanently bloat the UTXO set, the ledger of unspent coins every node has to hold. BIP 110 reverses that call and goes further, capping data pushes at 256 bytes and OP_RETURN itself at 83 bytes across seven distinct consensus restrictions new rules that every computer running the Bitcoin software would have to follow. Node-level support runs between 7% and 15%, carried almost entirely by users on Bitcoin Knots rather than Core. Knots has served for years as the client of choice for operators who want tighter limits on which transactions their computer accepts and passes along before miners confirm them, and this fight has turned it into the technical base camp for developers like Luke Dashjr and channels such as Bitcoin University, who treat inscriptions, Ordinals, and Runes as spam bloating storage costs for every full node operator.
None of that miner math is settled, though. Foundry controls between 25% and 30% of global hash rate, and it opened an internal vote over the weekend letting individual rig owners direct their share of the pool’s power toward signaling BIP 110. A meaningful swing from Foundry’s base could pull support well above 0.86% before block 961,632 arrives, though nothing guarantees that happens in time.
Date or Block Height Milestone Status June 25, 2026 BIP 110 reaches “Complete” status Confirmed Weekend of July 18-19, 2026 Miner signaling measured at 0.86% Below the 55% threshold needed for miners to approve it early Block 961,632 (~August 7, 2026) Mandatory signaling begins (enforced by node software, not by a miner vote) Automatic, independent of miner support September 1, 2026 Full enforcement target Pending Timeline table showing BIP 110 milestones from completion in June through enforcement in September 2026.
The Ordinals Camp Answers With DOG Mode’s Relaxed Rules Ordinals advocate Leonidas proposed a counter on July 16 and 17: DOG Mode, an alternative Core client that relaxes local relay policy instead of tightening consensus rules, permitting transactions near the full block size and cutting the dust limit to 1 satoshi. Backers say that frees up roughly $25 million in bitcoin that currently sits below the dust limit, the smallest payment size a node will bother forwarding because the fee to move it would cost more than the payment itself. The distinction that matters here is structural. DOG Mode only changes the mempool, the waiting room where unconfirmed transactions sit before a miner picks them up, and the relay policy a node uses to decide what to pass along to other nodes. It leaves the rules for what makes a block valid completely alone. That means DOG Mode needs just one cooperating miner willing to include the relevant transactions, rather than the network-wide agreement BIP 110 requires.
Aspect BIP 110 / Bitcoin Knots DOG Mode Type of change Consensus rule (network-wide) Local settings on individual nodes OP_RETURN cap 83 bytes Unrestricted, per Core v30 Dust limit Unchanged Cut to 1 satoshi Activation requirement Network-wide node adoption One willing miner Comparison table of consensus and policy differences between BIP 110 and the DOG Mode alternative client.
Blockstream CEO Adam Back spent the weekend spelling out the downside case. If nodes running BIP 110’s rules start rejecting blocks once mandatory enforcement hits, while miners without majority backing keep mining under the old rules anyway, the network splits into two chains that stop recognizing each other’s blocks. Back called the likely loser a “Pompeii chain,” a minority network frozen at the moment of the split, and mocked BIP 110’s backers on X for failing to line up real financial backing behind the effort.
MicroStrategy’s Michael Saylor took the opposing position furthest in a weekend essay titled “110 reasons BIP-110 is a bad idea.” His argument: money cannot distinguish valid transactions from spam by design, and encoding that distinction into consensus hands developers a censorship tool. He warns that tool could later be pointed at privacy features or corporate custody arrangements once the precedent exists. He pairs it with an economic warning – suppressing data-heavy transactions cuts fee demand precisely as block subsidies, the fixed reward miners earn for each block, keep shrinking on a preset schedule, pushing miners to rely more on fees to stay profitable.
Seeking Alpha downgraded its near-term Bitcoin outlook from Strong Buy to Tactical Buy over the weekend, citing governance risk tied to the August deadline rather than any shift in the long-term monetary case. MicroStrategy alone holds 843,775 BTC, and treasury firms in that position value Bitcoin specifically for a rule set that doesn’t move without overwhelming consensus – a softfork activating on sub-1% miner backing, purely because nodes enforce it regardless, is exactly the governance uncertainty that kind of holder has avoided since 2017’s Blocksize Wars. What happens next hinges on Foundry’s vote closing before block 961,632 and on whether Knots adoption grows past its current 7% to 15% share in the weeks remaining.
Consensys popřel, že by při incidentu kolem MetaMask unikla uživatelská data nebo prostředky. Firma uvedla, že nebyl nasazen škodlivý kód a bezpečnost uživatelů zůstala nedotčena. Consensys také uvedl, že incident zachytil a nahlásil orgánům činným v trestním řízení.
Leading Ethereum software firm Consensys has firmly denied rumors that user data or funds were compromised after a North Korea-linked IT worker temporarily gained access to the core codebase of its popular Web3 wallet, MetaMask.
The security incident, which took place earlier this year, involved an individual operating under the alias "Tyler Knapp" (GitHub username: "imyugioh").
The individual was not a direct employee of Consensys, but was instead engaged as a consultant through an unnamed third-party provider.
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Between March 9 and early April 2026, the contractor contributed directly to MetaMask’s core codebase, specifically working on the wallet's fiat on-ramp and off-ramp features.
Upon detecting the threat, Consensys took immediate and aggressive action. The firm froze all product releases, swiftly terminated the contractor's access, and launched a comprehensive internal security audit.
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The company also confirmed that it has notified law enforcement agencies regarding the infiltration.
Correcting misinformationIn a public statement released on X (formerly Twitter), Consensys sought to correct recent misinformation circulating online about the severity of the breach.
"Earlier this year, we identified and contained a threat from an individual engaged as a consultant through a third-party provider," the company stated. "After the threat was quickly identified, we immediately terminated all access, launched a comprehensive investigation, and notified law enforcement."
Consensys emphasized the results of its internal audit, confirming that the threat was neutralized before any damage could occur.
"Our investigation confirmed no malicious code was deployed, no customer assets or data were compromised, and there was no impact to user safety, funds, or security," the firm concluded.
Nabídka stablecoinů na XRP Ledger vzrostla za týden o více než 5 % na zhruba 980,33 milionu USD, tažená hlavně RLUSD. Jižní Korea mezitím spustila pilot blockchainových dluhopisů pro trh v hodnotě 900 miliard USD.
South Korea has accelerated its move into blockchain-based finance with the launch of a pilot program aimed at its $900 billion bond market. The initiative comes as Ripple’s XRP Ledger approaches a major milestone, with the total stablecoin supply on the network climbing close to $1 billion, spurred primarily by strong growth in the Ripple USD (RLUSD) token.
XRPL stablecoin supply approaches $1 billionBSC News reported that XRP Ledger’s total stablecoin supply grew by over 5% in the past week, reaching approximately $980 million. Data from DefiLlama confirmed these numbers, showing the network’s stablecoin market capitalization at $980.33 million—an increase of roughly $47.4 million in a single week.
XRP Ledger is edging toward stablecoin dominance, with a surge in supply placing it just short of the symbolic $1 billion mark. The majority of the increase is attributed to RLUSD, which maintains a dominant share of the network’s stablecoin market cap.
RLUSD remains the leading stablecoin on the XRP Ledger, accounting for about 90% of the total supply. USDV ranks as the second-largest token following another period of rapid growth.
The network’s stablecoin supply has shown volatility throughout 2026. XRPL briefly surpassed the $1 billion threshold earlier this year before stabilizing in the $760 million to $980 million range in recent months.
Mini dictionary: RLUSD (Ripple USD) is a USD-backed stablecoin issued on both the XRP Ledger and Ethereum, facilitating fast and low-cost transactions. The token’s recent migration trends have made XRPL the primary platform for RLUSD circulation.
NetworkStablecoin Market CapRLUSD ShareTVLXRP Ledger$980 million~90%$32.8 millionEthereum–<50% of RLUSD–RLUSD migration strengthens XRPL dominanceRecent market data indicate that more than half of RLUSD’s circulating supply now resides on the XRP Ledger. Until early 2026, the stablecoin was primarily issued on Ethereum, but migration activity has shifted the balance, making XRPL RLUSD’s principal blockchain by supply.
Cumulative trading volume for RLUSD pairs on XRPL has surpassed $2.5 billion since its 2025 launch. However, decentralized finance activity on the network remains subdued when compared to the growth in stablecoin supply. DefiLlama’s dashboard shows XRPL’s total value locked at just $32.8 million—far behind its stablecoin circulation.
XRP price stable as South Korea tests blockchain bondsXRP is currently trading at $1.09, achieving a market capitalization near $68.4 billion and ranking sixth among all cryptocurrencies. Daily trading volume stands at $611 million, and the circulating supply is recorded at approximately 62.46 billion XRP.
Meanwhile, South Korea’s bond market pilot marks a significant step for institutional blockchain adoption. The program aims to digitize infrastructure in a market worth around $900 billion, reflecting growing interest among financial institutions in blockchain technology.
Ripple, established in 2012, is a US-based technology company known for developing payment settlement solutions and maintaining the XRP Ledger, a decentralized blockchain designed for fast asset transfers. South Korea’s public sector blockchain initiative and Ripple’s network expansion highlight parallel advances in both institutional and crypto-native segments.
Both developments are seen as signals of increasing blockchain integration across different areas of finance. Market analysts continue to monitor adoption trends, network growth, and liquidity patterns as the sector matures.
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.
TLDR: GENIUS Act’s one-year rule deadline passed on July 18, 2026, with zero final rules issued. Stablecoin supply grew 18.6% to $308.1 billion despite the unfinished regulatory framework. USDT and USDC together control 83% of the stablecoin market as rules remain drafts. Full regulatory effect now shifts to January 18, 2027, regardless of rulemaking progress. The GENIUS Act reached its first anniversary on July 18, 2026, without a single final rule published by regulators. The statutory deadline for completing payment stablecoin regulations passed with eight proposals still pending across several federal agencies.
Meanwhile, the stablecoin market expanded from $259.7 billion to $308.1 billion over the same period, an 18.6% increase recorded entirely under an unfinished regulatory framework. The law’s full effect now shifts to January 18, 2027, regardless of rulemaking progress.
Market Growth Outpaces Regulatory Progress On-chain data pulled on July 19 confirmed the scale of the gap between law and enforcement. Total stablecoin supply climbed from $259.7 billion at signing to a May peak above $320 billion. It settled at $308.1 billion by the missed deadline, showing steady expansion despite regulatory delays.
Four agencies hold responsibility for finalizing GENIUS Act rules, and none has completed the process. The OCC proposed a broad implementing rule in March covering reserves, capital and custody standards. The FDIC and NCUA submitted separate prudential and licensing proposals, while Treasury addressed state-level regulation in April.
Market concentration adds weight to the delay, since two issuers control most circulating supply. USDT and USDC together represent about 83% of the stablecoin market, meaning any final rule shapes their operations directly. USD1, the World Liberty Financial token, has grown into the fifth-largest stablecoin despite limited scale a year ago.
An institutional cohort has expanded inside this regulatory gap throughout the GENIUS Act’s first year. PayPal’s PYUSD, BlackRock’s BUIDL, Ripple’s RLUSD and Paxos-backed USDG all grew without finished federal guidance. These issuers built market share while the rules meant to govern them remained in draft form.
Stablecoin Issuers Face Uncertainty Ahead Of 2027 Deadline Congress built a backstop into the original legislation covering scenarios where deadlines slip. The Act takes effect on the earlier of January 18, 2027, or 120 days after final rules publish.
Since no rule finalized after September 20 can move that date earlier, January 18 now stands as the effective start.
Draft proposals outline requirements without yet carrying legal force for issuers. Reserves must sit one-to-one in cash and short-dated Treasuries under current drafts.
Redemptions would need processing within two business days, alongside a five-million-dollar capital floor from OCC language.
Individual issuers face different exposure depending on their current structure and market. Circle’s USDC has the most riding on final capital and reserve requirements. Tether launched USAT, a US-compliant token, anticipating rules that remain unpublished a year later.
Stablecoins function as the settlement layer beneath most crypto market activity today. Every DEX pair and on-chain treasury operates on infrastructure lacking finished US legal grounding. The market added $48 billion in new supply without waiting for regulatory certainty to arrive.
IBM po předběžných výsledcích za 2. čtvrtletí spadl o 25,2 %, protože tržby i upravený EPS zaostaly za odhady Wall Street. Firma čeká tržby 17,2 miliardy USD a EPS 2,93 USD.
On Tuesday, July 14, IBM (IBM 2.91%) stock plunged 25.2% after the technology giant released selected preliminary second-quarter 2026 financial results. Its full, official report is scheduled to be released on Wednesday, July 22, after the market closes.
This was Big Blue stock's largest percentage drop since at least January 1968, when modern daily pricing records began. And it was the largest-ever drop in dollar terms, with shares losing more than $73, falling from $290.23 to $217.07.
It is very unusual for a well-established, profitable, large-cap company -- a so-called blue chip company -- like IBM to suffer such a steep one-day stock loss. Granted, the preliminary Q2 results were not good, but they weren't terrible either, so why such a massive sell-off?
Image source: Getty Images.
Second-quarter 2026 preliminary results missed Wall Street's expectations In a letter to shareholders, CEO Arvind Krishna said IBM expects to report Q2 revenue increased 1% year over year to $17.2 billion and adjusted earnings per share (EPS) – what the company calls "operating EPS" – increased 4.6% to $2.93 when it releases its official report.
Both results fell notably short of Wall Street's consensus estimates, which were for revenue to rise 5% to $17.86 billion and adjusted EPS to grow 7.9% to $3.02.
Breaking down the total revenue growth of 1% year over year, software revenue was up 5%, consulting revenue was flat, and infrastructure revenue was down 7%.
Q2 preliminary results fell short of IBM's own guidance, too Big Blue's preliminary results also missed its own expectations. Here's part of what CFO Jim Kavanaugh had to say about the company's annual and second-quarter revenue guidance on the first-quarter earnings call in April:
The strong start to the year drives our confidence in delivering constant-currency revenue growth of 5-plus percent in 2026... Our revenue expectations are underpinned by our accelerating software business, which we now expect to grow 10-plus percent this year.
Looking to the second quarter, we expect our constant-currency revenue growth rate to be similar to the full-year rate [5%].
What did the CEO attribute as the reasons for the disappointing preliminary Q2 results? The software and infrastructure segments underperformed the company's expectations. Here's what Krishna said in the investor letter:
[W]e expected Infrastructure revenue to decline low-single digits for the year, beginning this quarter. What played out was worse than our expectations, driven by a shortfall in our Z [mainframe] performance and the associated software stack, primarily in Transaction Processing. In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply constrained infrastructure ahead of expected price increases. [Emphasis mine] ... While we anticipated some supply chain-related impact in our expectations, we did not anticipate the magnitude of the capex reprioritization.
This capital expenditure shift among major customers involved increased spending on artificial intelligence (AI)-enabling hardware at the expense of IBM's largely software offerings.
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Why such a huge stock drop, as the preliminary results were not terrible? The huge stock drop in the face of disappointing but not terrible quarterly results suggests that a good number of investors expect Q2 to not be a one-off and anticipate that the company will likely cut its 2026 annual guidance on July 22, when it releases its full, official results. I think it's more likely than not that IBM will lower its annual guidance.
Investors have had high expectations of IBM. After all, IBM stock has had a strong run in recent years. Before Tuesday's sell-off, shares had returned 139% over three years – nearly twice the S&P 500's index 73%.
What should an investor do now? I would not recommend making an investing decision about IBM stock now, as there are too many uncertainties. Wait until at least after the upcoming earnings call, when we should learn whether the large deals IBM expected in the second quarter but did not materialize were simply pushed back or halted indefinitely. That's a crucial difference.
Some investors buy IBM stock largely for its dividend, so it makes good sense for them to keep holding the shares. On that note, a silver lining to the stock sell-off is that the dividend yield has increased. Shares are now yielding about 3.18%, as of Friday's market close. IBM has increased its quarterly cash dividend for 31 consecutive years.
Another good reason to hold shares is that IBM is widely considered a leader in quantum computing. It was an early entrant in this developing technology and could be a major beneficiary once the tech begins to be widely commercialized.
AbbVie oznámila akvizici Apogee Therapeutics za 10,9 miliardy USD v hotovosti. Firma tvrdí, že akvizice neohrozí dividendu, protože ji financuje dluhem.
On June 22, AbbVie (ABBV +0.04%) announced that it would acquire Apogee Therapeutics (APGE 0.06%) for $10.9 billion in cash. Some investors celebrated the move, since it will add zumilokibart, a promising investigational medicine for eczema, to AbbVie's lineup and help it solidify its leadership in immunology. However, others may fear that, given how much it will spend on this buyout, the transaction may impact AbbVie's dividend program, one of the company's key selling points. My view is that income seekers have nothing to worry about. Here's why.
Image source: The Motley Fool.
A precedent that speaks volumes Expensive acquisitions can put downward pressure on a company's dividend program if they significantly reduce the cash available to be returned to shareholders. With AbbVie ending 2025 with $17.8 billion in free cash flow, some fear that this is what will happen. But it's worth noting that AbbVie is a Dividend King, or a corporation with 50 (or more) consecutive years of dividend increases, once we factor in the time it spent under Abbott Laboratories' wing.
Management is committed to maintaining this streak, because if AbbVie misses a single year of dividend increase, it will have to start from scratch and hope to join the ranks of Dividend King again in another 50 years. Besides, AbbVie will fund the acquisition with debt, meaning it won't deplete its cash balance.
It's worth considering how the largest acquisition in AbbVie's history -- and one of the largest ever in the pharmaceutical industry -- impacted its dividend program. The company bought Allergan for $63 billion in a mix of cash and stock in May 2020. This massive transaction did not harm AbbVie's dividend. Since 2020, the drugmaker's payouts have increased by 46.6%.
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The business is improving AbbVie's acquisition of Apogee Therapeutics may also lead to the company launching zumilokibart. This product could help drive solid revenue, earnings, and free cash flow growth, thereby strengthening the business and helping it maintain its dividend program. Once again, that's arguably what the Allergan acquisition did for AbbVie. The drugmaker was able to expand and diversify its lineup thanks to it, and products such as its Botox franchise and Vraylar, a schizophrenia medicine, helped it move beyond Humira's patent cliff.
So, this buyout will arguably be a net positive for AbbVie, especially if zumilokibart becomes as successful as the company expects. In the meantime, AbbVie is still depending on its two biggest growth drivers, Skyrizi and Rinvoq, to post strong financial results. And the company boasts several other exciting pipeline candidates, including in the fast-growing weight loss market. AbbVie remains a strong buy, given all these factors, especially for dividend-seeking investors.
Injective oznámil zalistování INJ na Robinhood Crypto a podání žádosti o registraci transfer agenta u SEC. Tím směřuje k infrastruktuře pro regulované tokenizované cenné papíry.
Injective decided to do the crypto equivalent of dropping an entire album instead of a single. At its Summit in Washington, D.C. on July 16, the layer-1 blockchain rolled out a Robinhood listing, an SEC filing, a Linux Foundation membership, an AI development kit, and a MiCA whitepaper. That’s a lot of bullets for one press cycle.
The headline grabber is the live listing of INJ on Robinhood Crypto, which instantly puts the token in front of millions of eligible US users for spot trading. INJ launched on the platform trading between $4.76 and $5, placing its market capitalization at roughly $494 million.
The SEC play and what it actually means Beyond the exchange listing, Injective revealed it has filed a transfer agent registration with the SEC. This isn’t a token registration or a security filing. It’s something more specific and, frankly, more interesting.
A transfer agent is the entity that maintains official ownership records of securities. Injective wants to be the bookkeeper for tokenized stocks, bonds, and real-world assets, but on-chain instead of in some dusty back-office database.
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The move positions Injective as infrastructure for regulated tokenized securities rather than just another DeFi playground. If approved, it would allow the network to facilitate on-chain ownership records that satisfy US regulatory requirements.
The Summit itself drew attendees from Circle, Galaxy, and Robinhood, signaling that Injective’s institutional courtship is being taken seriously by firms that actually move capital at scale.
AI agents, Linux Foundation, and the kitchen sink Injective also announced it joined the x402 Foundation, an initiative operating under the Linux Foundation umbrella. The x402 Foundation’s stated goal is promoting internet-native payments for AI agents and applications.
Alongside that membership, Injective launched an AI Agent SDK, a software development kit designed to let developers build AI-powered applications on top of its blockchain.
The network also published a MiCA whitepaper, addressing the European Union’s Markets in Crypto-Assets regulatory framework.
For a network that has processed over 2.9 billion transactions since inception, the throughput credentials are already established.
The ETF wildcard Canary Capital’s proposal for a staked INJ ETF has entered the SEC’s 21-day public comment period. This is still early-stage, and public comment periods are not approvals.
Investors watching this space should pay close attention to whether the Canary Capital ETF clears its comment period and whether the transfer agent registration advances, because those two milestones would convert announcements into actual regulatory infrastructure.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
July 19, 2026 18:00 ET | Source: Trump Media & Technology Group
SARASOTA, Fla., July 19, 2026 (GLOBE NEWSWIRE) -- Trump Media and Technology Group Corp. (Nasdaq, NYSE Texas: DJT), operator of the social media platform Truth Social, the streaming platform Truth+, and the FinTech brand Truth.Fi, announced today that all claims between and among individuals and entities including Trump Media, Patrick Orlando, and ARC Global Investments II LLC have been mutually resolved pursuant to a confidential settlement agreement.
About Trump Media & Technology Group
The mission of TMTG is to end Big Tech's assault on free speech by opening up the Internet and giving people their voices back. TMTG operates Truth Social, a social media platform established as a safe harbor for free expression amid increasingly harsh censorship by Big Tech corporations; Truth+, a TV streaming platform focusing on family friendly live TV channels and on-demand content; and Truth.Fi, a financial services and FinTech brand incorporating America First investment vehicles.
