Fairtree Asset Management Pty Ltd purchased a new position in shares of Micron Technology, Inc. (NASDAQ:MU – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,262 shares of the semiconductor manufacturer’s stock, valued at approximately $1,457,000.
Several other institutional investors have also recently made changes to their positions in the company. State Street Corp boosted its stake in shares of Micron Technology by 2.1% during the fourth quarter. State Street Corp now owns 52,749,817 shares of the semiconductor manufacturer’s stock valued at $15,061,310,000 after purchasing an additional 1,090,644 shares in the last quarter. Andar Capital Management HK Ltd increased its holdings in Micron Technology by 856,960.3% during the second quarter. Andar Capital Management HK Ltd now owns 34,282,413 shares of the semiconductor manufacturer’s stock valued at $39,571,847,000 after buying an additional 34,278,413 shares during the period. Norges Bank bought a new position in Micron Technology in the fourth quarter worth approximately $6,433,456,000. Morgan Stanley raised its stake in Micron Technology by 5.1% in the fourth quarter. Morgan Stanley now owns 16,396,655 shares of the semiconductor manufacturer’s stock worth $4,679,771,000 after buying an additional 794,289 shares in the last quarter. Finally, Northern Trust Corp lifted its holdings in Micron Technology by 1.9% during the fourth quarter. Northern Trust Corp now owns 10,654,349 shares of the semiconductor manufacturer’s stock worth $3,040,858,000 after buying an additional 194,550 shares during the period. Hedge funds and other institutional investors own 80.84% of the company’s stock.
Insider Buying and Selling In other news, Director Lynn A. Dugle sold 1,300 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $1,150.43, for a total transaction of $1,495,559.00. Following the sale, the director owned 17,728 shares of the company’s stock, valued at $20,394,823.04. This trade represents a 6.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Sanjay Mehrotra sold 40,000 shares of Micron Technology stock in a transaction that occurred on Friday, August 21st. The shares were sold at an average price of $968.90, for a total transaction of $38,756,000.00. Following the transaction, the chief executive officer directly owned 264,503 shares of the company’s stock, valued at approximately $256,276,956.70. This trade represents a 13.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 177,204 shares of company stock valued at $182,156,264 in the last 90 days. 0.24% of the stock is currently owned by insiders.
Micron Technology Stock Performance Shares of MU opened at $958.73 on Tuesday. The company has a debt-to-equity ratio of 0.05, a quick ratio of 2.98 and a current ratio of 3.42. The stock has a 50-day moving average of $946.58 and a two-hundred day moving average of $721.17. The stock has a market cap of $1.08 trillion, a P/E ratio of 21.71 and a beta of 2.19. Micron Technology, Inc. has a one year low of $114.25 and a one year high of $1,255.00. Micron Technology (NASDAQ:MU – Get Free Report) last posted its quarterly earnings results on Wednesday, June 24th. The semiconductor manufacturer reported $25.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $21.39 by $3.72. Micron Technology had a net margin of 55.91% and a return on equity of 71.13%. The company had revenue of $41.46 billion during the quarter, compared to analyst estimates of $35.91 billion. During the same period last year, the firm posted $1.91 EPS. Micron Technology’s revenue for the quarter was up 345.8% compared to the same quarter last year. Micron Technology has set its Q4 2026 guidance at 30.000-32.000 EPS. As a group, research analysts predict that Micron Technology, Inc. will post 72.93 EPS for the current year.
Micron Technology Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, July 21st. Investors of record on Monday, July 6th were given a dividend of $0.15 per share. The ex-dividend date was Monday, July 6th. This represents a $0.60 dividend on an annualized basis and a yield of 0.1%. Micron Technology’s payout ratio is currently 1.36%.
Wall Street Analyst Weigh In Several research analysts have recently commented on MU shares. KeyCorp reissued an “overweight” rating on shares of Micron Technology in a research report on Monday, July 20th. Stifel Nicolaus lifted their target price on Micron Technology from $550.00 to $1,500.00 and gave the company a “buy” rating in a research note on Thursday, June 18th. Royal Bank Of Canada increased their price target on shares of Micron Technology from $1,200.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, June 25th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Micron Technology from $1,500.00 to $1,550.00 and gave the company a “buy” rating in a report on Thursday, June 25th. Finally, TD Cowen reiterated a “buy” rating on shares of Micron Technology in a research note on Friday, July 10th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Buy” and an average price target of $1,295.63.
Read Our Latest Report on Micron Technology
Key Headlines Impacting Micron Technology Here are the key news stories impacting Micron Technology this week:
Positive Sentiment: Investor optimism is being driven by expectations that hyperscalers are committing billions of dollars through supply and capacity agreements, potentially giving Micron more predictable cash flow and reducing the historical cyclicality of its memory business. AI-related demand for high-bandwidth memory (HBM) and next-generation “agentic AI” infrastructure is viewed as a major growth catalyst. Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales Positive Sentiment: Several reports characterize MU as attractive after its pullback from the June peak. Technical analysts point to long-term trend support, while bullish investors cite a low forward earnings multiple relative to projected revenue growth and rising memory prices. A break above roughly $971 could improve momentum and open the possibility of a move toward $1,057. Micron Stock Flashing Intriguing Buy the Dip Signal Positive Sentiment: Government and industry attention is also supportive: President Trump called Micron one of the world’s “hottest” companies and highlighted its planned $10 billion research investment, reinforcing expectations for U.S. semiconductor support and long-term AI infrastructure spending. Trump Praises Nvidia CEO Jensen Huang, Calls Micron One of the World’s Hottest Companies Neutral Sentiment: Momentum has weakened below the $971 breakout level, leaving the stock vulnerable to another failed breakout even though it remains above longer-term support. Investors are also awaiting fiscal fourth-quarter results on September 30 for confirmation that elevated memory pricing and AI demand are translating into sustainable earnings. Micron Is Stuck Below $971 Negative Sentiment: China’s CXMT has reportedly begun producing small quantities of HBM3E and is advancing in smartphone memory, raising concerns about future pricing pressure, market-share losses and supply shocks. Potential semiconductor tariffs could likewise increase costs for AI customers and complicate Micron’s expansion plans. Micron Under Threat as China’s CXMT Delivers Cutting-Edge Chip Negative Sentiment: Risks include heavy capital spending, elevated insider selling and the possibility that memory deflation, technological substitution or stronger competition after 2027 could compress margins and reduce MU’s valuation multiple. Micron Technology Profile (Free Report)
Micron Technology, Inc is a global semiconductor company that designs and manufactures memory and storage solutions. Its product portfolio includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules and embedded memory solutions for a wide range of computing and electronic devices. Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems and industrial applications, and also markets consumer-facing products under the Crucial brand.
Founded in 1978 and headquartered in Boise, Idaho, Micron has grown into an international manufacturer with research, development and production facilities across multiple regions.
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Amgen roste díky léku Repatha, jehož tržby ve 2. čtvrtletí vzrostly o 37 % na 953 milionů USD. Cramer říká, že může jít o obrovský kardiovaskulární trh.
Jim Cramer is flagging an Amgen drug that Wall Street has largely ignored, and he thinks the cardiovascular opportunity behind it could rival the most valuable pharmaceutical market ever created.
Jim Cramer used his August 31 CNBC Stop Trading segment to argue that Amgen (NASDAQ:AMGN | AMGN Price Prediction) has rallied in 2026 due to a catalyst Wall Street had overlooked:
“People are talking about the incredible movement in Amgen, which is up about 31% this year. And a lot of it has to do with a particular drug that people aren’t talking about, which is Repatha.“
Amgen recently pushed to a new 52-week high of $447.03, and the company has a market cap of roughly $233 billion.
Cramer Says Repatha Is the Catalyst Investors Are Missing Jim Cramer described Repatha as “A shot that you take every other week, and what it does is reduce the risk of death by 20% in people who have high risk for a heart attack or stroke.” Cramer also said the drug “works against diabetes and high cholesterol.”
Cramer noted how cardiologists are increasingly pushing LDL cholesterol as low as possible, an evolving practice pattern that, in his view, expands the pool of patients who could be candidates for intensified lipid-lowering therapy over time. He paired that with a commercial caveat: “This Repatha is so revolutionary, but it was hard. You had to fight the insurance companies.” Efficacy and reimbursement are separate issues, and payer resistance can gate the revenue ramp-up.
Repatha Sales Jumped 37% to $953 Million On Amgen’s Q2 2026 earnings call held August 4, CEO Robert A. Bradway said, “Starting with general medicine, Repatha delivered $953 million in second-quarter sales, growing 37% year over year.” Management flagged that U.S. new-to-brand prescriptions are growing more than 50% year over year, split roughly evenly between expanded cardiologist use and adoption by primary-care physicians treating high-risk primary-prevention patients.
Repatha is one of six growth drivers that grew 26% in aggregate and represented nearly 70% of second-quarter product sales. Amgen raised full-year guidance to $38.2-$39.4 billion in revenue and non-GAAP EPS of $22.30 to $23.50. On August 31, Amgen published fresh cardiovascular data from the ESC Congress 2026 tied to Repatha’s primary-prevention profile, the same day Cramer’s segment aired.
Why Cramer Is Comparing the Opportunity to Eli Lilly Cramer said Repatha could be the biggest opportunity behind what Eli Lilly (NYSE:LLY) is targeting with its GLP-1: “That’s going to be the biggest market of all time, with the exception of what Eli Lilly has tapped into.” On August 27, in the Am I Diversified segment, Cramer called Lilly “the trillion dollar drug company that I like so much.”
Lilly carries a market cap around $1.05 trillion and trades at a forward P/E of 32, versus Amgen’s forward P/E of 19. Lilly shares are up 9.83% year to date after a 6.44% pullback in the past week.
Key Takeaways Repatha is becoming a big piece of Amgen’s story. With quarterly sales approaching $1 billion and growing 37% annually, the drug is becoming a meaningful growth engine for the company. Cramer argues that investors may still be underestimating how large that cardiovascular opportunity can become.
Contact [email protected] for any questions or corrections.
MercadoLibre dál zvyšuje investice do logistiky a Mercado Pago, i když to tlačí marži dolů a trh to akcii trestá. Firma zároveň hlásí 84 milionů nových aktivních kupujících a 82 milionů fintech uživatelů.
MercadoLibre's (MELI +1.75%) stock price recently closed above $1,950, still roughly 26% below its 52-week high, and the pattern this year has been almost comic: The company reports record revenue and beats estimates, but the stock drops.
In May, MercadoLibre posted its fastest revenue growth in four years, and the stock fell 12.7% the next day. In August, it crossed $10 billion in quarterly revenue for the first time and beat on both lines, but shares dropped as much as 9% before settling down by about 4.5%. Thirty consecutive quarters of 30% or better growth ... and the market keeps flinching.
Image source: Getty Images.
The reason is always the same: Operating margin compressed to 6.7% from 12.2% a year earlier, and profit declined for a third straight quarter. Analysts wince every time management signals more spending on logistics and Mercado Pago.
What the spending actually buys Here's where I part ways with that reaction. CFO Martin de los Santos told analysts directly that slowing investment to lift near-term margins would be easy, and the company was choosing not to. "We are not optimizing for short-term margin," he said. "We will continue to invest boldly in those initiatives."
The money goes to specific places:
Free and fast shipping in Brazil, where MercadoLibre lowered the free shipping threshold to defend its largest market. Expansion of the Mercado Pago credit card. First-party inventory selection. Cross-border trade. A logistics and credit build-out concentrated in Brazil. User acquisition in its expanding Mexico market. The results show up in engagement rather than earnings. The company added roughly 84 million active buyers and 82 million fintech users.
The accounting piece most people miss Two-thirds of the margin compression comes from a mechanical quirk rather than deteriorating economics. MercadoLibre's credit book is growing at 87% year over year, faster than revenue. Because the company provisions for the full expected loss on a loan at issuance, faster credit growth depresses margins before those loans ever become profitable.
Think about what that means: Every dollar of new lending shows up as a cost today and revenue over the following quarters. A company growing its loan book at 87% will always look less profitable than one growing it at 10%, even if the underlying credit performs identically.
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Moneyball Superscore
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The ecosystem argument makes this ticker a buy Mercado Pago started as a payment tool for the marketplace. It now offers digital wallets, QR code payments, credit services, and financial tools to people who may never have had a bank account. Mercado Envios handles warehousing, shipping, and last-mile delivery through distribution hubs across Latin America.
Neither piece works as well alone. The marketplace generates the transaction data that enables underwriting. The credit product raises purchase frequency. The logistics network makes delivery promises credible enough to compete with global entrants. That is a genuine flywheel, and building it requires exactly the spending that the market is punishing.
Why the punishment creates the opportunity Valuation has compressed while the business has expanded. The ratio of forward enterprise value to revenue fell from 3.8 in March 2025 to 2.1; the ratio of enterprise value to EBITDA (earnings before interest, taxes, depreciation, and amortization) moved from around 23.7 to 21.4. You are paying meaningfully less per dollar of revenue than you were 18 months ago for a company growing revenue by 50%.
I think the real risk here isn't the spending itself, it's the credit quality of a loan book that's growing this quickly. That's the part I'm watching most closely. Assuming credit losses remain manageable and the company continues to grow without taking on excessive risk, I think the market may be overreacting to current concerns.
Essentially, this is a company being punished for doing the exact thing that helped build the business in the first place: growing aggressively and expanding its lending business.
Clear Harbor Asset Management ve 2. čtvrtletí získala nový podíl ve společnosti Abbott Laboratories za zhruba 4,89 milionu USD. Abbott zároveň ve 2. čtvrtletí oznámila EPS 1,31 USD a tržby 12,59 miliardy USD, obojí nad odhady.
Clear Harbor Asset Management LLC bought a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 53,874 shares of the healthcare product maker’s stock, valued at approximately $4,889,000.
A number of other large investors have also recently made changes to their positions in the company. Bank of Nova Scotia bought a new position in Abbott Laboratories during the 2nd quarter valued at about $44,214,000. Vista Investment Management purchased a new position in shares of Abbott Laboratories during the second quarter valued at approximately $615,000. Elevation Point Wealth Partners LLC bought a new position in shares of Abbott Laboratories during the second quarter valued at approximately $4,642,000. Daiichi Life Insurance Co. Ltd. purchased a new stake in shares of Abbott Laboratories in the second quarter worth approximately $9,027,000. Finally, Foyston Gordon & Payne Inc bought a new stake in shares of Abbott Laboratories during the 2nd quarter worth approximately $1,107,000. 75.18% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes Several equities analysts have commented on ABT shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $130.00 price objective on shares of Abbott Laboratories in a research report on Friday, July 17th. Citigroup boosted their target price on shares of Abbott Laboratories from $108.00 to $112.00 and gave the company a “buy” rating in a research note on Friday, July 17th. UBS Group reduced their price target on shares of Abbott Laboratories from $135.00 to $125.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. JPMorgan Chase & Co. lifted their price objective on shares of Abbott Laboratories from $110.00 to $120.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Finally, The Goldman Sachs Group lowered their price objective on shares of Abbott Laboratories from $121.00 to $113.00 and set a “buy” rating for the company in a research report on Wednesday, May 27th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Abbott Laboratories currently has an average rating of “Moderate Buy” and a consensus price target of $119.50.
Check Out Our Latest Analysis on Abbott Laboratories Abbott Laboratories Stock Performance Shares of NYSE:ABT opened at $110.48 on Tuesday. The company has a market capitalization of $191.17 billion, a price-to-earnings ratio of 35.75, a price-to-earnings-growth ratio of 2.18 and a beta of 0.59. Abbott Laboratories has a 52 week low of $81.97 and a 52 week high of $137.49. The company has a quick ratio of 0.97, a current ratio of 1.38 and a debt-to-equity ratio of 0.57. The firm has a 50 day moving average of $103.06 and a 200 day moving average of $100.13.
Abbott Laboratories (NYSE:ABT – Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare product maker reported $1.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.03. The business had revenue of $12.59 billion for the quarter, compared to the consensus estimate of $12.52 billion. Abbott Laboratories had a return on equity of 17.69% and a net margin of 11.65%.The business’s revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $1.26 EPS. Abbott Laboratories has set its Q3 2026 guidance at 1.380-1.46 EPS and its FY 2026 guidance at 5.450-5.60 EPS. On average, sell-side analysts predict that Abbott Laboratories will post 5.52 earnings per share for the current fiscal year.
Abbott Laboratories Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Wednesday, July 15th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Wednesday, July 15th. Abbott Laboratories’s dividend payout ratio is presently 81.55%.
Abbott Laboratories Profile (Free Report)
Abbott Laboratories is a global healthcare company headquartered in Abbott Park, Illinois, that develops, manufactures and markets a broad portfolio of medical products and services. Founded in 1888, Abbott operates through multiple business areas that focus on diagnostics, medical devices, nutritionals and established pharmaceuticals. The company supplies hospitals, clinics, laboratories, retailers and direct-to-consumer channels with products intended to diagnose, treat and manage a wide range of health conditions.
In diagnostics, Abbott provides laboratory and point-of-care testing platforms and assays used to detect infectious diseases, chronic conditions and biomarkers; its Alinity family of instruments and rapid-test solutions are examples of this capability.
Featured Stories Five stocks we like better than Abbott Laboratories Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason
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U.S. stocks traded lower this morning, with the Dow Jones index falling more than 300 points on Tuesday.
Following the market opening Tuesday, the Dow traded down 0.58% to 52,876.43 while the NASDAQ dipped 1.40% to 26,001.27. The S&P 500 also fell, dropping, 0.68% to 7,633.51.
Leading and Lagging Sectors
Health care shares jumped by 1.7% on Tuesday.
In trading on Tuesday, consumer discretionary stocks fell by 1.7%.
Top Headline
Medtronic PLC (NYSE:MDT) shares gained around 5% on Tuesday after the company reported better-than-expected first-quarter financial results and raised its FY27 adjusted EPS guidance.
Medtronic reported quarterly earnings of $1.45 per share which beat the analyst consensus estimate of $1.39 per share. The company reported quarterly sales of $9.756 billion which beat the analyst consensus estimate of $9.545 billion.
Trending
Also, the company announced a $700 million strategic partnership with Cornerstone Robotics to expand global access to its Sentire Surgical System in select non-U.S. markets.
Equities Trading UP
bioAffinity Technologies Inc (NASDAQ:BIAF) shares shot up 66% to $7.59 after the company announced that it is advancing the potential application of its CyPath Lung Test. Shares of Fly-E Group Inc (NASDAQ:FLYE) got a boost, surging 45% to $1.99. Wetour Robotics Ltd (NASDAQ:WETO) shares were also up, gaining 50% to $8.21 after the company announced it released a development demonstration of Orchestra combining surface electromyography with first-person vision to capture richer human-hand data for robot learning. Equities Trading DOWN
Alumis Inc (NASDAQ:ALMS) shares dropped 50% to $10.86 after the company disclosed topline results from Envudeucitinib Phase 2b trial in Systemic Lupus Erythematosus (SLE). Shares of KALA BIO Inc (NASDAQ:KALA) were down 19% to $0.54. Kala Bio and Virotek announced a Letter of Intent to establish an exclusive U.S. distribution partnership for ophthalmology genetic testing program. Nocera Inc (NASDAQ:NCRA) was down, falling 21% to $2.23. Commodities
In commodity news, oil traded up 2.9% to $88.20 while gold traded down 2.3% at $4,376.60.
Silver traded down 3.2% to $64.875 on Tuesday, while copper fell 1.6% to $6.5795.
Euro zone
European shares were lower today. The eurozone’s STOXX 600 slipped 0.5%, while Spain’s IBEX 35 Index fell 0.7%, London’s FTSE 100 fell 0.6%, Germany’s DAX dipped 0.9%, while France’s CAC 40 fell 0.3%.
Asia Pacific Markets
Asian markets closed lower on Tuesday, with Japan’s Nikkei 225 falling 0.15%, Hong Kong’s Hang Seng index declining 0.93%, China’s Shanghai Composite declining 0.16% and India’s BSE Sensex falling 0.02%.
Economics
The US Logistics Managers’ Index declined for a second straight month to a reading of 66.6 in August from 68.9 in the previous month.
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KRE nabízí diverzifikaci mezi zhruba 140 regionálními bankami, ale jeho dividendový výnos i dlouhodobý výnos zaostávají za JPMorgan, U.S. Bancorp a Morgan Stanley. Tyto tři tituly mají vyšší nebo rychleji rostoucí dividendy i silnější výsledky.
KRE bundles roughly 140 regional banks into one tidy package, but that diversification comes at a quiet cost to dividend growth and total return that most income investors never stop to measure.
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) is the default way retail investors bet on America’s regional banks. KRE’s equal-weighted structure spreads roughly $4.7 billion in assets across community and mid-size lenders, giving holders a diversified line into Main Street lending, deposit franchises, and the eventual payoff from steeper yield curves. That is a defensible thesis. But if the reason you own KRE is dividend income backed by durable bank earnings, the ETF’s payout profile and total-return record look weaker once you place it next to a short list of individual bank stocks that have quietly done the heavier lifting.
Why KRE Attracts Income Investors KRE distributes quarterly and has paid out $1.59949 per share over the trailing twelve months, with an annualized forward figure of $1.666924. At a recent price of $73.66, that pencils out to a forward yield in the low 2% range. The fund is also up 15.96% year to date and 16.14% over one year. The pitch writes itself: bank sector rebound, a real yield, and ~140 names of diversification.
Where the ETF Falls Short Equal weighting is the problem hiding in plain sight. KRE’s top positions include names like Amerant Bancorp, Ameris Bancorp, Atlantic Union Bankshares, and Bank OZK, each roughly 1% to 1.4% of the fund. That construction dilutes exposure to the highest-quality franchises and tilts the basket toward smaller banks with more commercial real estate concentration and thinner net interest margins. It shows in the returns: KRE has returned just 27.35% over five years and 123.16% over ten. The dividend itself is lumpy, with quarterly amounts ranging from roughly $0.36 to $0.42 in recent periods rather than growing on a steady schedule.
JPMorgan: The Compounder KRE Cannot Match JPMorgan Chase (NYSE:JPM | JPM Price Prediction) posted a Q2 2026 ROTCE of 23% on EPS of $7.70 and revenue of $57.35 billion, with a new $50 billion buyback authorized on July 1, 2026. The quarterly dividend has climbed from $1.00 in 2023 to $1.50 today, a 50% raise in three years that KRE has not come close to matching. JPM has returned 148.66% over five years and 589.08% over ten. If your goal is a growing dividend backed by a fortress balance sheet, JPMorgan does what the ETF advertises but better (we ranked ten long-streak dividend growers by valuation in a free Dividend Kings report for readers who want more names in this vein).
U.S. Bancorp: A Higher Current Yield With Room to Grow The income case is even more direct for U.S. Bancorp (NYSE:USB). Its $0.52 quarterly payout annualizes to $2.08, which at $61.62 works out to a yield above 3%, meaningfully higher than KRE’s forward payout. Q2 2026 delivered ROTCE of 18.7%, EPS growth of 22% YoY, and a 13 basis point NIM expansion to 2.79%. Management guided to 7% to 9% revenue growth for 2026 and telegraphed another ~4% dividend increase in Q3 2026. USB is up 33.45% over one year.
Morgan Stanley: Fee Income Instead of Rate Risk Morgan Stanley (NYSE:MS) trades the interest-rate sensitivity that hurts regional banks for wealth and investment banking fees. Q2 2026 brought record revenue of $21.35 billion, EPS of $3.46, and ROTCE of 26.6%, with Wealth Management adding $148 billion in net new assets. The dividend jumped to $1.15 per quarter in July, up from $0.35 in 2020. The stock has returned 782.37% over ten years against KRE’s 123%.
Tradeoffs You Are Accepting Swapping KRE for these three names concentrates you in money-center and super-regional franchises. You give up pure-play exposure to the ~140-name regional basket that would benefit most if smaller banks re-rate on falling short rates or M&A activity. You also take on single-stock risk: one legal settlement or trading loss hits harder than it would inside an index. In a taxable account, selling KRE could realize gains after this year’s 15.96% run, so consider redirecting new contributions rather than liquidating outright.
Making the Call If you own KRE for thematic regional-bank exposure, keep it. If you own it for income and total return from bank earnings, a roughly equal split across JPM, USB, and MS delivers a comparable or higher current yield, a demonstrably faster-growing dividend, and higher-quality earnings power. KRE works as a diversified sector vehicle, yet three specific stocks inside and adjacent to the sector have simply done the job better on income and total return.
Contact [email protected] for any questions or corrections.
Beacon Pointe Advisors ve 2. čtvrtletí získala nový podíl v Reliance za zhruba 521 000 USD. Reliance zároveň oznámila zisk na akcii 6,27 USD a tržby 4,63 miliardy USD, obojí nad odhady.
Beacon Pointe Advisors LLC acquired a new stake in Reliance, Inc. (NYSE:RS – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,394 shares of the industrial products company’s stock, valued at approximately $521,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Livforsakringsbolaget Skandia Omsesidigt bought a new position in shares of Reliance during the second quarter valued at $187,000. Twin Lakes Capital Management LLC bought a new stake in shares of Reliance in the second quarter worth $614,000. Empowered Funds LLC acquired a new stake in Reliance in the second quarter valued at $10,107,000. United Capital Financial Advisors LLC bought a new position in Reliance during the 2nd quarter worth $690,000. Finally, Dearborn Partners LLC bought a new position in Reliance during the 2nd quarter worth $9,014,000. 79.26% of the stock is owned by institutional investors.
Reliance Stock Down 1.0% Shares of NYSE:RS opened at $383.76 on Tuesday. The company has a current ratio of 4.30, a quick ratio of 2.27 and a debt-to-equity ratio of 0.22. Reliance, Inc. has a 12-month low of $260.31 and a 12-month high of $433.02. The stock’s 50-day moving average price is $396.85 and its 200-day moving average price is $362.52. The stock has a market capitalization of $19.59 billion, a P/E ratio of 22.31, a price-to-earnings-growth ratio of 1.00 and a beta of 0.96.
Reliance (NYSE:RS – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The industrial products company reported $6.27 earnings per share for the quarter, topping analysts’ consensus estimates of $5.47 by $0.80. The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.26 billion. Reliance had a net margin of 5.65% and a return on equity of 12.51%. Reliance’s revenue for the quarter was up 26.5% on a year-over-year basis. During the same period in the prior year, the business posted $4.43 earnings per share. Reliance has set its Q3 2026 guidance at 6.400-6.600 EPS. On average, equities analysts anticipate that Reliance, Inc. will post 22.23 earnings per share for the current year. Reliance Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Friday, August 14th were issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, August 14th. Reliance’s payout ratio is presently 29.07%.
Insider Buying and Selling at Reliance In related news, SVP William A. Smith II sold 2,353 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $414.21, for a total transaction of $974,636.13. Following the transaction, the senior vice president owned 19,394 shares in the company, valued at $8,033,188.74. This represents a 10.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Arthur Ajemyan sold 2,200 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $410.11, for a total transaction of $902,242.00. Following the completion of the transaction, the chief financial officer owned 14,640 shares in the company, valued at $6,004,010.40. This trade represents a 13.06% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.40% of the stock is owned by insiders.
Analysts Set New Price Targets Several equities research analysts have recently weighed in on RS shares. Zacks Research raised Reliance from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. KeyCorp increased their price objective on shares of Reliance from $378.00 to $418.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 24th. BMO Capital Markets boosted their price target on shares of Reliance from $390.00 to $415.00 and gave the company a “market perform” rating in a research note on Monday, July 27th. Citigroup restated a “neutral” rating on shares of Reliance in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Reliance from $378.00 to $376.00 and set a “neutral” rating for the company in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Reliance presently has an average rating of “Hold” and a consensus target price of $377.50.
Get Our Latest Report on RS
Reliance Profile (Free Report)
Reliance Steel & Aluminum Co (NYSE: RS) is a leading metals service center company that distributes and processes a broad array of metal products. The company offers cut-to-length, shearing, blanking, sawing, bending, machining and value-added services for carbon and alloy steel, stainless steel, aluminum, brass, titanium and specialty metal alloys. Its products serve diverse end markets, including energy, infrastructure, general manufacturing, transportation, aerospace and defense.
Founded in 1939 in Los Angeles, Reliance Steel & Aluminum has grown through a combination of organic expansion and strategic acquisitions.
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Stryker oznámil první úspěšný chirurgický výkon, artroskopii kyčle, s aplikací SportSuite Vision na Apple Vision Pro. FDA ji schválila pro intraoperační použití při operacích kyčle.
SportSuite Vision brings spatial computing into the operating room, providing surgeons access to critical clinical information
Stryker announced the successful completion of the first surgical procedure, a hip arthroscopy, using SportSuite Vision on Apple Vision Pro at a leading academic medical center. Stryker received FDA De Novo authorization for the first surgical application for intraoperative use with Apple Vision Pro, SportSuite Vision. SportSuite Vision brings arthroscopic video, HipCheck, HipMap and CT imaging into a customizable spatial computing environment, helping surgeons access critical clinical information within one ergonomic field of view and streamline operating room workflows. , /PRNewswire/ -- Stryker (NYSE: SYK), a global leader in medical technologies, announced today that the first surgical procedure using SportSuite Vision on Apple Vision Pro was successfully completed at Duke Health. SportSuite Vision received FDA De Novo authorization on July 17, making it the first application authorized by the FDA for intraoperative use with Apple Vision Pro and marking a new milestone for spatial computing in the operating room.
Stryker SportSuite Vision on Apple Vision Pro SportSuite Vision brings critical digital content into a surgeon's visual space, allowing them to see physical objects in the OR alongside digital tools such as arthroscopic images, HipCheck, HipMap and CT imaging. During arthroscopic procedures, surgeons often rely on multiple displays positioned throughout the OR to access visualization and procedural data. By bringing multiple data sources into the surgeon's field of view, the technology can reduce reliance on traditional monitors and support a more streamlined, ergonomic surgical workflow.
"SportSuite Vision marks a new chapter in digital surgery, giving surgeons a more intuitive and ergonomic way to access critical information when and where they need it," said Matt Moreau, vice president and general manager of Stryker's Sports Medicine business. "By bringing multiple streams of clinical information into a spatial computing environment, we're transforming how surgeons interact with technology during a complex procedure and moving closer to a truly connected digital operating room."
Chad Mather III, M.D., M.B.A.*, an orthopedic surgeon at Duke Health who performed the first hip arthroscopy case using SportSuite Vision on Apple Vision Pro, said, "Using spatial computing enabled me to customize the placement of key clinical information to fit my workflow and access it within the sterile field. This helped create a more comfortable, streamlined OR setup while keeping the information I needed in view."
For more information about SportSuite Vision, visit https://www.stryker.com/us/en/sports-medicine/products/sportsuite-vision.html
About Stryker
Stryker is a global leader in medical technologies and, together with our customers, we are driven to make healthcare better. We offer innovative products and services in MedSurg, Neurotechnology and Orthopaedics that help improve patient and healthcare outcomes. Alongside our customers around the world, we impact more than 150 million patients annually. More information is available at www.stryker.com.
SportSuite Vision Software is indicated for the intraoperative display of arthroscopic video and medical imaging during femoroacetabular impingement and labral repair hip arthroscopy procedures, and the display of the same information as presented by the HipCheck software and HipMap FAI Analysis. When using the device, surgical tasks are performed through a video see-through augmented reality head mounted display. Virtual images from video see-through augmented reality shall be used by the surgeon in conjunction with the use of traditional monitors by other operating room staff.
Bunge oznámila dohodu o prodeji svých dvou cukrovarnických závodů v Brazílii společnosti COFCO International. Závody se nacházejí v obcích Junqueirópolis a Guararapes ve státě São Paulo. Uzavření transakce čeká na běžné podmínky včetně potřebných regulatorních schválení.
Bunge Global SA (NYSE: BG) announced today an agreement to sell its two sugarcane mills located in the municipalities of Junqueirópolis and Guararapes, in the state of São Paulo, Brazil, to COFCO International. The Rio Vermelho and Nova Unialco mills were formerly owned by Viterra and became part of Bunge upon the close of the business combination in July 2025.
The completion of the transaction is subject to customary closing conditions, including the receipt of the necessary regulatory approvals.
“As Bunge focuses on our strategic priorities and positions the business for long-term growth, this transaction is the right step forward. We are grateful to the sugar mills team for their dedication and contributions to the company,” said Julio Garros, Bunge’s Chief Operating Officer.
About Bunge
At Bunge (NYSE: BG), our purpose is to connect farmers to consumers to deliver essential food, feed and fuel to the world. As a premier agribusiness solutions provider, our dedicated employees partner with farmers across the globe to move agricultural commodities from where they’re grown to where they’re needed—in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland and its corporate headquarters in St. Louis, Missouri. Learn more at Bunge.com.
Website Information
We routinely post important information for investors on our website, www.bunge.com, in the “Investors” section. We may use this website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investors section of our website, in addition to following our press releases, SEC filings, public conference calls, presentations and webcasts. The information contained on, or that may be accessed through, our website is not incorporated by reference into, and is not a part of, this document.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260901393486/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Alexandria Real Estate Equities vyhlásila čtvrtletní dividendu 0,72 USD na akcii za 3. čtvrtletí 2026, stejně jako v předchozím čtvrtletí. Výnos činí 5,6 %.
, /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that its Board of Directors declared a quarterly cash dividend of $0.72 per common share for the third quarter of 2026. The dividend is payable on October 15, 2026 to stockholders of record on September 30, 2026.
The declared dividend of $0.72 per common share is consistent with that of the preceding quarter and provides a competitive yield on its common stock of 5.6%, based on the closing stock price on August 28, 2026. Additionally, the company's dividend payout ratio (quarterly common stock dividends divided by quarterly funds from operations) remains conservative at 42% for the three months ended June 30, 2026.
About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus™ ecosystems in AAA life science innovation and advanced technology cluster locations, including Greater Boston, San Diego, the San Francisco Bay Area, Seattle, Maryland, Research Triangle, and New York City. For more information, please visit www.are.com.
This press release includes "forward-looking statements" within the meaning of the federal securities laws. Actual results might differ materially from those projected in the forward-looking statements. Additional information concerning factors that could cause actual results to differ materially from those in the forward-looking statements is contained in the company's Annual Report on Form 10-K and other periodic reports filed with the Securities and Exchange Commission.
CrowdStrike uvedl, že ARR u AIDR se ve 2. fiskálním čtvrtletí roku 2027 téměř ztrojnásobil mezikvartálně díky silnější poptávce po AI bezpečnosti. Produkt se prodává samostatně a využívá stejný Falcon agent.
Key Takeaways AIDR ARR nearly tripled sequentially in Q2 fiscal 2027 as demand for AI security strengthened.AIDR adds revenue beyond EDR, using CrowdStrike's existing Falcon agent for easier deployment.Token-based pricing and Falcon Flex could create recurring and usage-based revenue opportunities. CrowdStrike’s (CRWD - Free Report) AI Detection and Response (AIDR) business is gaining traction as enterprises increase their use of artificial intelligence. AIDR’s ending annual recurring revenues (ARR) nearly tripled sequentially in the second quarter of fiscal 2027, on the back of stronger-than-expected demand as customers sought better visibility and control over their AI usage.
AIDR could become an important growth driver because it is a separate and incremental product rather than a replacement for CrowdStrike’s core endpoint detection and response (EDR) offering. Management said AIDR is priced separately, allowing the company to generate additional revenues from its existing customer base. At the same time, AIDR uses the same Falcon agent that customers already have, which reduces the need to deploy another security agent.
Growing enterprise AI adoption is creating a need for these capabilities. Companies are deploying more AI applications and agents, which increases the risk of data leakage, misuse and unauthorized access. CrowdStrike said a large bank adopted AIDR in an eight-figure Falcon Flex deal to gain AI usage visibility and prevent data exfiltration. The company also said AIDR was adopted alongside identity products as customers worked to secure AI deployments.
CrowdStrike is using a token-based pricing model for AIDR. Customers receive a defined amount of token usage based on the size of their environment and can purchase additional token packs when usage rises. AIDR can be consumed through Falcon Flex, giving customers a simpler way to expand their usage as AI adoption increases. This model could give CrowdStrike an additional source of recurring and usage-based revenues over time.
AIDR's nearly threefold sequential ARR growth shows strong early momentum, but more time will be needed to determine how large the business can become. For now, the rapid adoption, separate pricing model, easy deployment and growing need to secure AI agents suggest that AIDR could become an important contributor to CrowdStrike’s future growth.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted second-quarter fiscal 2027 year-over-year growth of 22% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 95.9% in the year-to-date period compared with the Zacks Security industry’s return of 83.3%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 32.97, significantly higher than the industry’s average of 18.51. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 33.3% and 26.9%, respectively. The estimates for fiscal 2027 have been revised up by a penny over the past seven days, while the same for fiscal 2028 have remained unchanged over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Benjamin Edwards Inc. ve 2. čtvrtletí zvýšila svůj podíl ve West Pharmaceutical Services o 47,8 % na 5 322 akcií. Firma zároveň oznámila EPS 2,37 USD a tržby 872,30 mil. USD.
Benjamin Edwards Inc. grew its stake in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 47.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,322 shares of the medical instruments supplier’s stock after buying an additional 1,720 shares during the period. Benjamin Edwards Inc.’s holdings in West Pharmaceutical Services were worth $1,911,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Greenleaf Trust grew its holdings in West Pharmaceutical Services by 4.1% during the second quarter. Greenleaf Trust now owns 843 shares of the medical instruments supplier’s stock worth $303,000 after acquiring an additional 33 shares during the period. Wealth Alliance LLC raised its position in West Pharmaceutical Services by 3.8% during the first quarter. Wealth Alliance LLC now owns 945 shares of the medical instruments supplier’s stock worth $237,000 after acquiring an additional 35 shares during the period. IFM Investors Pty Ltd lifted its stake in West Pharmaceutical Services by 0.3% in the 1st quarter. IFM Investors Pty Ltd now owns 13,773 shares of the medical instruments supplier’s stock valued at $3,452,000 after buying an additional 43 shares in the last quarter. Compound Planning Inc. lifted its position in shares of West Pharmaceutical Services by 3.6% in the first quarter. Compound Planning Inc. now owns 1,224 shares of the medical instruments supplier’s stock valued at $307,000 after acquiring an additional 43 shares in the last quarter. Finally, Aptus Capital Advisors LLC boosted its stake in West Pharmaceutical Services by 5.5% during the 4th quarter. Aptus Capital Advisors LLC now owns 905 shares of the medical instruments supplier’s stock worth $249,000 after purchasing an additional 47 shares during the last quarter. 93.90% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades WST has been the topic of several recent research reports. Evercore restated an “outperform” rating and set a $425.00 target price on shares of West Pharmaceutical Services in a report on Monday, July 27th. BNP Paribas Exane initiated coverage on West Pharmaceutical Services in a report on Monday, July 13th. They set an “outperform” rating and a $447.00 price target for the company. TD Cowen reissued a “buy” rating on shares of West Pharmaceutical Services in a research report on Wednesday, July 15th. Zacks Research lowered shares of West Pharmaceutical Services from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 12th. Finally, Stephens reaffirmed an “overweight” rating and issued a $360.00 target price on shares of West Pharmaceutical Services in a research report on Tuesday, June 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $368.08.
Get Our Latest Stock Analysis on West Pharmaceutical Services West Pharmaceutical Services Trading Up 1.2% NYSE:WST opened at $341.43 on Tuesday. The stock’s 50 day moving average price is $350.79 and its 200 day moving average price is $304.68. The company has a market capitalization of $24.03 billion, a PE ratio of 43.72, a P/E/G ratio of 2.36 and a beta of 1.15. West Pharmaceutical Services, Inc. has a 52-week low of $223.83 and a 52-week high of $386.00. The company has a quick ratio of 2.12, a current ratio of 2.82 and a debt-to-equity ratio of 0.07.
West Pharmaceutical Services (NYSE:WST – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The medical instruments supplier reported $2.37 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.29. West Pharmaceutical Services had a net margin of 16.98% and a return on equity of 20.11%. The firm had revenue of $872.30 million during the quarter, compared to analysts’ expectations of $839.98 million. During the same quarter in the prior year, the business earned $1.84 EPS. West Pharmaceutical Services’s quarterly revenue was up 13.8% compared to the same quarter last year. West Pharmaceutical Services has set its Q3 2026 guidance at 2.140-2.240 EPS and its FY 2026 guidance at 8.850-9.050 EPS. On average, research analysts anticipate that West Pharmaceutical Services, Inc. will post 8.93 EPS for the current year.
West Pharmaceutical Services Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 29th were paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Wednesday, July 29th. West Pharmaceutical Services’s dividend payout ratio is presently 11.27%.
(Free Report)
West Pharmaceutical Services, Inc is a global developer and manufacturer of components, systems and services that enable the containment and delivery of injectable drugs. The company focuses on high-quality packaging and delivery solutions for the pharmaceutical and biotech industries, producing primary drug packaging components and specialized drug delivery devices used for vaccines, biologics and other injectable therapies. West is known for its elastomeric closures, seals and polymer components that maintain sterility and compatibility with sensitive drug formulations.
In addition to component manufacturing, West provides engineered delivery systems and support services across the product lifecycle.
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Robinhood Markets HOOD shares rose in premarket trading on Tuesday after Morgan Stanley upgraded the online trading platform to Overweight from Equal-weight and raised its price target to $150 from $124.
The upgrade came even as broader cryptocurrency-related stocks declined, with Coinbase and Strategy trading lower in premarket activity.
Morgan Stanley said Robinhood’s expanding product lineup, stronger customer engagement and growing asset-based revenues could support further growth.
The bank also raised its earnings estimates for the company through 2028.
Robinhood shares gained about 1.4% in premarket trading, while the stock remained down about 7% since the start of the year.
Morgan Stanley’s new $150 price target represents roughly 43% upside from Monday’s closing price. FactSet data showed an average analyst target of nearly $126.
Analysts led by Michael Cyprys said Robinhood’s broader product capabilities are improving the economics of its existing customer base.
“We see increasing evidence that broader product capabilities are improving the economics of HOOD’s installed customer base,” Cyprys wrote.
The bank raised its earnings-per-share estimates for the next three years by 12%, 14% and 15%, respectively.
Morgan Stanley highlighted Robinhood’s ability to generate more revenue from its existing customer base rather than relying primarily on growth in funded accounts.
The company now has 13 business lines generating more than $100 million in annualized revenue, according to the bank.
Prediction markets were identified as a major growth opportunity for Robinhood.
Event contract revenue increased to $156 million in the second quarter from $10 million a year earlier, surpassing revenue generated from equities and cryptocurrency trading.
Morgan Stanley said fewer than 2 million prediction-market users generated the $156 million in second-quarter revenue, highlighting the potential for further customer engagement.
The bank also pointed to Robinhood’s expanding range of products, including retirement accounts, credit cards, advisory services, banking, gold and trust offerings. These products could encourage customers to hold more assets on the platform.
Higher trading activity is another factor supporting the upgrade. Robinhood has introduced features including short selling, futures and desktop trading, which Morgan Stanley said have helped active traders use the platform more frequently.
The analysts noted that the company’s assets per customer had increased 23% year over year, while Gold users held about 4.2 times the average customer’s assets under custody.
Morgan Stanley also sees greater monetization opportunities as Robinhood expands further into market infrastructure.
The company has begun routing prediction-market event contracts through its affiliate exchange, Rothera, giving it more control over the related value chain.
“Notably, our revisions come despite lower crypto forecasts,” the analysts wrote, adding that the upside is increasingly driven by active trading, prediction markets and asset-based revenues.
Morgan Stanley expects Robinhood's revenue to grow at a 23% compound annual growth rate through 2028, reaching $8 billion, about 6% above consensus estimates.
The bank also expects expense discipline to increase EBITDA margins to 53% from 48%.
Potential catalysts include the Sept. 29-30 HOOD Summit, Rothera, perpetual futures, and agentic trading.
The bank’s $150 target is based on a 25-times multiple of its 2031 probability-weighted earnings.
With Morgan Stanley's new target implying 43% upside, HOOD is likely to stay on the radar of investors evaluating online trading platforms.
Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer hinges on a rocket that has…
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Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) currently trades at $63.92 against a consensus analyst price target of $112.94, implying roughly 77% upside if Wall Street’s average call proves right.
Rocket Lab operates the Electron rocket, the Neutron medium-lift vehicle in development, and a fast-expanding space-systems business. Backlog and revenue are climbing at record pace, yet the stock has been sliding in the opposite direction, creating an interesting disconnect.
KeyBanc carries the Street-high target at $135.00, implying roughly 111% upside from current levels.
Growth Story, Sinking Share Price Rocket Lab’s chart and P&L tell different stories. Shares are down 6.39% over the past week, 8.37% year to date, and sit far below the 52-week high of $151, a peak-to-current drawdown exceeding 57% for a stock with a beta of 2.629.
Q2 revenue of $234.07 million beat consensus of $230.94 million and grew 62.0% year over year, but GAAP EPS of -$0.08 missed the -$0.0767 estimate due to $8.576 million acquisition costs. An $1.53 billion ATM raise in the first half, a narrowing Neutron launch window, and integration risk from Mynaric, Motiv, and Iridium explain market caution.
Why Analysts Remain Bullish The sell side has not blinked. Alpha Vantage shows 3 Strong Buy, 11 Buy, 4 Hold, and 0 Sell ratings, and recent EPS revisions for 2026 and 2027 have skewed upward over the trailing 30 days. Backlog jumped 137% year over year to $2.36 billion, with management booking more than $1 billion in new Q3 contracts.
KeyBanc’s Michael Leshock upgraded to Overweight with the $135.00 target, citing Rocket Lab as the clear No. 2 challenger to SpaceX in commercial launch, high conviction in Neutron scaling, structural undersupply of global launch capacity as Starship absorbs Starlink demand, and a growing defense book anchored by the $397 million Flatellite award for the U.S. Space Force SB-AMTI program.
Management targets Q4 2026 pad delivery for Neutron, but CEO Peter Beck warned that “the window for an end-of-year launch is narrowing.” CFO Adam Spice added that meaningful cash-flow improvement likely follows Neutron’s test flight by 18 to 24 months, framing this as a 2027 story.
Space Peers in the Same Storm AST SpaceMobile (NASDAQ:ASTS) trades at $59.10, down 18.63% year to date, with consensus target at $78.48 for roughly 33% upside and a 1 Strong Buy, 3 Buy, 7 Hold, 1 Sell, 1 Strong Sell split markedly more cautious than RKLB’s.
Planet Labs (NYSE:PL) has held roughly flat year to date at $19.85, but the $40.10 consensus target implies about 102% upside. Ratings run 1 Strong Buy, 6 Buy, 3 Hold, 1 Sell, with analysts pointing to 42% revenue growth and an $816 million backlog.
Intuitive Machines (NASDAQ:LUNR) sits at $15.36 versus a $29.25 target, roughly 90% upside, with 7 Buy, 1 Hold, and 1 Strong Sell.
Planet Labs shows the largest implied upside, but RKLB is the highest-quality name with the cleanest ratings distribution, making KeyBanc’s $135 target stand out even in a discounted peer set.
By the Numbers With shares at $63.92 and a consensus target of $112.94 across 18 analysts, implied upside is roughly 77%, with KeyBanc’s Street-high target stretching that to about 111%. Rocket Lab is down 8.37% year to date while the S&P 500 has climbed 12.48%, a roughly 21-point relative gap.
Ratings breakdown:
Strong Buy: 3 Buy: 11 Hold: 4 Sell / Strong Sell: 0 Rocket Lab trades at 53x trailing sales with a beta of 2.629, so target-price math assumes the growth curve compounds.
Bull and Bear Case for RKLB The bull case rests on Neutron reaching the pad in Q4 2026, flying successfully in early 2027, and Iridium closing on schedule to add recurring communications revenue atop a backlog that grew 137% year over year. If those pieces land, KeyBanc’s $135 target becomes defensible and the current price would reflect a discount window on a genuine SpaceX alternative.
The bear case builds if Neutron slips, the ATM machine keeps running, and integration friction from three simultaneous acquisitions turns 2027 into cleanup rather than scaling. At 53x sales with persistent GAAP losses, a delayed first flight would justify further multiple compression.
The bull thesis is intact, backlog is real, and analyst posture skews positive, though risk/reward only gets easy once Neutron actually flies. The first launch window remains the key catalyst to watch.
Contact [email protected] for any questions or corrections.
Kratos získal zakázku za více než 20 milionů USD na dodávku mobilních SATCOM bran pro obranného zákazníka v Asii. Součástí jsou rychle nasaditelné antény Trifold® a systém pro bezpečné, spolehlivé spojení v terénu.
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.
Around the world, fixed communications infrastructure is becoming increasingly vulnerable to emerging threats. Recent conflicts and contested environments have shown that stationary SATCOM facilities can be easily targeted or disrupted, and modern operations often face denied spectrum and damaged public networks. These conditions highlight a critical need for defense organizations to deploy mobile SATCOM gateways that can maintain secure, reliable connectivity when traditional systems fail. With this capability, warfighters gain access to real‑time situational awareness and mission‑critical data where and when it matters most.
As part of the system, Kratos will deliver its rapid‑deployable, truck‑mounted Trifold® transportable antennas that can be deployed without any special tools and ready to discretely transport at a moment’s notice. These Trifold® antennas are integrated into the mobile SATCOM hub that provides high‑throughput, dependable communications in dynamic field environments.
The turnkey system also incorporates a shelter containing baseband platforms and advanced monitoring software, including Kratos’ Compass® product for complete monitor‑and‑control (M&C) of mission‑critical networks, and Kratos’ Monics® product for spectrum monitoring and interference detection, forming a cohesive and resilient mobile gateway tailored for defense operations.
This award strengthens Kratos’ position as a leader in transportable antennas and ground system technologies. The program also expands Kratos’ presence in the Asia-Pacific region and reinforces the company’s role as a trusted provider of advanced, resilient communications systems for defense applications worldwide.
“This capability is ultimately about giving operators on the ground what they need most: dependable communications they can count on in the middle of fast-moving missions,” said John Chay, Vice President of Business Development in Asia, at Kratos. “When fixed infrastructure is compromised, this mobile gateway lets warfighters stay connected, aware, and supported wherever the mission takes them.”
About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control and telemetry, tracking and control, jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter unmanned aircraft systems, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.
Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether because of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 28, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the Security and Exchange Commission by Kratos.
Connor Clark & Lunn Investment Management ve 2. čtvrtletí nově nakoupila 4 845 akcií Novanta za zhruba 786 000 USD. Akcie Novanta otevřely výše o 2,8 %.
Connor Clark & Lunn Investment Management Ltd. acquired a new position in Novanta Inc. (NASDAQ:NOVT – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,845 shares of the technology company’s stock, valued at approximately $786,000.
Several other large investors have also modified their holdings of NOVT. Harbor Investment Advisory LLC bought a new stake in Novanta during the second quarter valued at about $54,000. Allworth Financial LP bought a new position in shares of Novanta in the second quarter worth about $59,000. Danske Bank A S acquired a new position in shares of Novanta during the 3rd quarter worth about $40,000. EverSource Wealth Advisors LLC lifted its position in shares of Novanta by 120.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 427 shares of the technology company’s stock worth $51,000 after purchasing an additional 233 shares during the last quarter. Finally, ANTIPODES PARTNERS Ltd acquired a new position in shares of Novanta during the 4th quarter worth about $53,000. 98.35% of the stock is owned by institutional investors.
Analyst Ratings Changes NOVT has been the topic of a number of research analyst reports. Robert W. Baird set a $194.00 target price on Novanta in a report on Friday, August 7th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Novanta in a report on Wednesday, July 15th. Zacks Research raised Novanta from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 14th. Finally, Wall Street Zen upgraded shares of Novanta from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, Novanta currently has an average rating of “Buy” and an average price target of $194.00.
Check Out Our Latest Analysis on Novanta Insiders Place Their Bets In other news, CEO Matthijs Glastra sold 6,500 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $161.13, for a total value of $1,047,345.00. Following the completion of the transaction, the chief executive officer owned 29,761 shares in the company, valued at approximately $4,795,389.93. This represents a 17.93% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.20% of the stock is owned by corporate insiders.
Novanta Trading Up 2.8% Novanta stock opened at $146.22 on Tuesday. The business has a 50 day moving average price of $152.05 and a two-hundred day moving average price of $143.34. The company has a quick ratio of 3.79, a current ratio of 4.57 and a debt-to-equity ratio of 0.12. The stock has a market cap of $5.53 billion, a price-to-earnings ratio of 93.73 and a beta of 1.68. Novanta Inc. has a 12 month low of $98.27 and a 12 month high of $176.38.
Novanta (NASDAQ:NOVT – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The technology company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.06. The company had revenue of $265.81 million for the quarter, compared to analyst estimates of $262.30 million. Novanta had a return on equity of 10.83% and a net margin of 6.00%.Novanta’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.76 EPS. Novanta has set its FY 2026 guidance at 3.680-3.740 EPS and its Q3 2026 guidance at 0.950-1.000 EPS. As a group, equities analysts forecast that Novanta Inc. will post 3.7 EPS for the current year.
About Novanta (Free Report)
Novanta, Inc (NASDAQ: NOVT) is a global technology company that designs and manufactures precision components, subsystems and software used in advanced photonics and motion control applications. The company serves customers in the medical device and advanced industrial markets, supplying critical technologies for diagnostics and therapeutic systems, semiconductor and electronics manufacturing, and scientific instrumentation. Novanta’s product portfolio includes laser control modules, optics, beam delivery systems, high-precision motors, actuators, stages, and fluidics solutions designed to meet stringent accuracy and reliability requirements.
Novanta’s Photonics segment delivers laser and energy delivery components that enable minimally invasive surgical procedures and diagnostic imaging.
Further Reading Five stocks we like better than Novanta Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason
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Olin čeká v roce 2026 úspory 100–120 milionů USD a do roku 2028 nejméně 250 milionů USD. Firma ale čelí slabé poptávce, čistému dluhu 2,85 miliardy USD a zápornému provoznímu cash flow za první pololetí.
Key Takeaways Olin expects $100 million-$120 million of 2026 savings and at least $250 million by 2028. The Huntsman merger could add $400 million or more in cost synergies if completed. Olin faces weak chemical demand, a $2.85 billion net debt load and negative first-half cash flow. Olin Corporation (OLN - Free Report) has been benefiting from cost savings under its Beyond250 program, Winchester growth, improving Epoxy margins and ongoing efforts to strengthen earnings and deleverage. The planned merger with Huntsman Corporation (HUN - Free Report) is also expected to generate meaningful synergies.
However, weak global chemical demand, Asian import competition, the Freeport VCM outage, weaker EDC and export caustic soda pricing, elevated leverage, legacy Shintech payments, merger costs and negative operating cash flow could weigh on margins, free cash flow, debt reduction and near-term financial flexibility.
The company’s shares have lost 26% over a year compared with the industry’s 2.2% rise.
Image Source: Zacks Investment Research
Let’s find out why OLN stock is worth retaining at the moment.
OLN to Gain From Cost Savings and Merger SynergiesOlin’s Beyond250 program is becoming a larger structural earnings lever as the company reduces fixed costs, improves manufacturing productivity and standardizes operations. Management now expects $100 million to $120 million of savings in 2026 and at least $250 million of year-end run-rate savings by 2028, supported by site optimization, contractor reductions and roughly 600 employee and contractor position eliminations by 2026 year-end.
The planned all-stock merger with Huntsman is expected to add another $400 million or more of cost synergies and integration benefits if completed. The transaction is targeted to close in the first half of 2027 and would expand Olin’s scale and chlorine optionality while management remains focused on deleveraging.
Olin’s Growth and Margin Recovery Support OutlookWinchester continues to benefit from the April 2025 acquisition of AMMO Inc.’s small-caliber ammunition assets, which broadened its exposure to military, law enforcement and specialty markets. In second-quarter 2026, sales rose 11.8% year over year to $500.3 million as commercial ammunition sales and military project revenue increased, while segment income rose to $28.1 million from $25 million.
Management also cited a commercial order backlog and consistent international military sales and project work. Commercial demand is expected to strengthen seasonally in third-quarter 2026, while price increases are intended to offset higher metals costs. These trends support Winchester’s long-term earnings contribution as acquired capacity and demand recovery develop.
Epoxy is showing a broader margin recovery even as global demand remains weak. Second-quarter 2026 sales increased 27.4% year over year to $422.1 million, while segment income improved to $16 million from a $23.7 million loss as pricing, volumes and lower operating costs offset higher raw material costs. For third-quarter 2026, management expects stable volume and better margins from mix, while lower U.S. hydrocarbon costs and ongoing U.S. and European price initiatives provide additional support.
Olin Faces Demand, Leverage and Cash Flow HeadwindsOlin’s chemicals businesses remain exposed to weak global demand and Asian import competition. In second-quarter 2026, Epoxy saw continued inflows of Asian imports into the United States and Europe, while management said seasonal demand was weaker than usual. Chlor Alkali Products and Vinyls’ first-half 2026 sales fell 17.2% year over year and segment income declined to $8.9 million from $143.2 million.
The Freeport VCM outage reduced second-quarter adjusted EBITDA by about $40 million and is expected to reduce third-quarter results by another $20 million. Management also expects weaker EDC and export caustic soda pricing to offset better domestic caustic pricing, leaving Chemicals results comparable to second-quarter 2026.
Olin ended second-quarter 2026 with net debt of $2.85 billion and net debt to adjusted EBITDA of 5 times versus 4.1 times at year-end 2025. It paid about $93 million toward legacy Shintech matters in the first half and expects roughly $100 million more in the second half. Acquisition-related merger costs are forecast at $35 million to $40 million for 2026. Management is targeting year-end leverage of about 4.5 times and plans to use excess cash flow for debt reduction.
Net operating cash flow was negative $40.7 million in the first half of 2026 versus positive $126.3 million a year earlier. Working capital increased $183 million during the period, although management expects seasonal working capital to be liquidated in the second half and be flat year over year, excluding Shintech payments.
Olin Corporation Price and ConsensusOLN’s Zacks Rank & Key PicksOLN currently carries a Zacks Rank #3 (Hold).
A couple of better-ranked stocks in the Basic Materials space are Materion Corporation (MTRN - Free Report) and L.B. Foster Company (FSTR - Free Report) . MTRN sports a Zacks Rank #1 (Strong Buy), while FSTR carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Materion’s current-year earnings is $6.81 per share, implying a 25.2% year-over-year increase. MTRN’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 6.6%.
The consensus estimate for L.B. Foster’s current-year earnings is pegged at $1.62 per share, implying a 134.8% year-over-year increase. FSTR’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average surprise being 19.9%.
AGCO na Farm Progress Show představil tři nové produkty Fendt, včetně prvního globálního uvedení traktoru v USA. Novinky míří na vyšší produktivitu na severoamerickém trhu.
Three groundbreaking products, including Fendt's first global tractor launch in the U.S., underscore the brand's commitment to the North American market.
, /PRNewswire/ -- AGCO (NYSE: AGCO), today announced the global launches of the Fendt™ 1100 Vario™ MT Gen2 Track Tractor and the Fendt Momentum™ 80-Foot Planter, as well as the North American debut of the Fendt 300 Vario™ Gen5 at the 2026 Farm Progress Show in Boone, Iowa. Staging its global tractor and planter launches in North America marks a deliberate signal of the company's growth agenda for the region. Together, the three products continue Fendt's expansion of a full-line portfolio and advance a common goal of improving productivity across the entire farming operation, from planting to harvest.
Fendt's exhibit at the 2026 Farm Progress Show showcased the global launches of (from left to right) the 1100 Vario MT Gen 2 Track Tractor and Momentum 80-Foot Planter, along with the North American debut of the 300 Vario Gen5 tractor. "Hosting our first global tractor launch in the U.S. reflects the investments AGCO and Fendt are making in this region," said Stefan Caspari, Senior Vice President, Customer Success & North American Ag, AGCO. "North American farmers measure equipment on power, productivity, efficiency and total cost of ownership, which is why Farm Progress Show is the right stage to debut the new Fendt 1100 Vario MT. And Gold Star Customer Care is our commitment in writing, protecting uptime and the Fendt ownership experience."
Fendt 1100 Vario MT Gen2 Track Tractor
The Fendt 1100 Vario MT Gen2 Track Tractor anchors Fendt's expanding North American lineup, delivering tremendous power, productivity and versatility in high-horsepower applications. A reinforced transmission accommodates the horsepower boost, making this top-of-the-range model Fendt's most powerful tractor equipped with a VarioDrive™ transmission. VarioDrive and the Fendt iD™ low-speed concept combine high power reserves and efficient power transfer with lower fuel consumption, saving farmers money. SmartRide™ suspension technology improves comfort across uneven terrain while the steerable drawbar or three-point now actively moves based on steering input, increasing tractive power and maneuverability.
A new cab with the FendtONE™ operating system adds intuitive controls, advanced technology integration and a new lighting concept for greater field visibility. A new passive cab air filter cleaning system continuously removes dust, reducing maintenance demands in harsh environments. Fendt's extensive Gold Star Customer Care backs every unit with three years or 3,000 hours of warranty, scheduled maintenance, loaner availability and parts guarantee.
Fendt Momentum 80-Foot Planter
Fendt has further expanded its award-winning Momentum planter lineup with a global launch of the new Momentum 80-Foot, 32-Row Planter with 30-inch spacing (32R30). The largest Momentum planter ever offered, the 32R30 is designed for large-scale farming operations seeking greater productivity and efficiency.
The 32R30 covers more acres per day and reduces tendering frequency with standard 130-bushel high-capacity seed and 1,000-gallon fertilizer tanks. It combines Fendt's SmartFrame™ technology, factory-integrated Precision Planting™ systems and optional Load Logic™ weight management with a new five-section Vertically Contouring Toolbar to improve planting accuracy across rolling and uneven terrain, protecting yield potential and return on every seed. Gold Star Customer Care covers three years or 16,000 acres, whichever occurs first.
"Large-scale growers need to cover more acres in tighter windows without sacrificing the precision that drives yield potential," said Jason Lee, Senior Marketing Manager, Planters, Fendt North America. "The Fendt Momentum 32R30 maximizes agronomic performance and efficiency to achieve better yields, making every seed count."
Fendt 300 Vario Gen5
The new Fendt 300 Vario Gen5 line brings premium precision technology to the compact class, adding five models, including the new 310 Vario, which delivers 113–152 horsepower with DynamicPerformance™ (DP). Now available across the entire series, DP automatically supplies an additional 10 horsepower for auxiliary needs such as air conditioning. All models include Gold Star Customer Care, the FendtONE operating system and optional smart farming capabilities such as guidance, ISOBUS, telemetry and automated headland management.
The new updates include the latest generation of the Cargo and Cargo Profi front loaders, supported by a new hydraulic system with independent valves. Other benefits include GroundVision lighting for night work, a redesigned hood with daytime running lights and a new swivel seat.
"The Fendt 300 series has a long history of key innovations like our VarioDrive CVT, suspension systems and unmatched fuel efficiency," said Daniel Smith, Senior Strategic Marketing Manager, Fendt North America. "The Gen5 packs all of that into a compact size with an intuitive, high-tech driver's station that puts farmers first."
Product Launch Dates
The Fendt 1100 Vario MT Gen2 Track Tractor and the 300 Vario Gen5 are now available for order with first deliveries beginning in 2027. The Momentum 80-Foot Planter opens to limited orders in fall 2026, with deliveries in spring 2027.
Additional Fendt updates unveiled at Farm Progress Show include:
New 60 kph (40 mph) transport option, coming in late 2026 First-time appearances of 500 Vario Gen4 and 800 Vario Gen5 at Farm Progress Show Fendt will also host its first-ever international press conference at the trade show in the AGCO booth #1002 on Wednesday, Sept. 2 at 9:00 a.m. Central Time.
To learn more about Fendt's full line of equipment, visit Fendt.com or visit AGCO Booth #1002 at Farm Progress Show in Boone, Iowa, from Sept. 1-3.
DynamicPerformance, Fendt, Fendt iD, FendtONE, Load Logic, Momentum, Precision Planting, SmartFrame, SmartRide, Vario and VarioDrive are trademarks of the AGCO Group of Companies.
About AGCO
AGCO (NYSE: AGCO) is a global leader in agricultural machinery and precision agriculture technologies. Driven by a Farmer-First strategy, AGCO delivers value through its differentiated leading brands, Fendt™, Massey Ferguson™, PTx™ and Valtra™. AGCO's high-performance equipment and smart farming solutions, including brand-agnostic retrofit technologies and autonomous offerings, empower farmers to drive productivity while sustainably feeding the world. For more information, visit www.agcocorp.com.
Chesapeake Utilities prodala 49% podíl v projektu Florida Energy Pathway společnosti NextEra Energy Resources. Projekt za zhruba 1,2 miliardy USD má začít stavět v první polovině roku 2028 a do provozu má jít v roce 2030.
NextEra Energy Resources to acquire a minority interest in landmark South Florida natural gas infrastructure project.
, /PRNewswire/ -- Chesapeake Utilities Corporation (NYSE: CPK), through its indirect subsidiary Peninsula Pipeline Holdings, LLC ("Peninsula"), today announced it sold a minority interest in Florida Energy Pathway (FEP), a natural gas transmission infrastructure project designed to support South Florida's growing energy needs. Under the agreement, Peninsula will retain 51% ownership of the project and NextEra Energy Resources ("NEER") will acquire a 49% minority ownership interest. The joint venture engaged Chesapeake Utilities' subsidiary, Peninsula Pipeline Company, Inc., to construct, manage and operate the project.
FEP is anticipated to be a 24-inch intrastate natural gas infrastructure project constructed from Palm Beach County to Miami-Dade County. The project is designed to expand natural gas transportation capacity, address regional supply constraints, meet growing customer demand, and enhance energy reliability in one of the nation's fastest-growing regions. Total project investment is estimated to be approximately $1.2 billion, pending finalization of design and development activities.
"Since announcing the project in July, we have received strong interest from potential partners, reinforcing the value of this regulated infrastructure opportunity," said Jeff Householder, chair of the board, president and chief executive officer of Chesapeake Utilities Corporation. "This partnership strengthens our ability to advance a transformational infrastructure project alongside our robust capital growth plan to drive long-term value creation for our customers, communities, and shareholders."
Development activities related to FEP continue to advance, including engineering, environmental studies and stakeholder engagement. Construction is expected to begin during the first half of 2028, and the project is anticipated to be in service in 2030, subject to final commissioning.
About Chesapeake Utilities Corporation
Chesapeake Utilities Corporation is a diversified energy delivery company listed on the New York Stock Exchange. Chesapeake Utilities Corporation offers sustainable energy solutions through its natural gas transmission and distribution, electricity generation and distribution, propane gas distribution, mobile compressed natural gas utility services and solutions and other businesses.
Forward-Looking Statements
Forward-Looking Statements Matters included in this release may include forward-looking statements that involve risks and uncertainties. Forward-Looking statements include, but are not limited to, statements regarding project investment, timeline, and financing. Actual results may differ materially from those in the forward-looking statements. Please refer to the Safe Harbor for Forward-Looking Statements in the Company's 2025 Annual Report on Form 10-K and Quarterly Report on Form 10-Q for the second quarter of 2026 for further information on the risks and uncertainties related to the Company's forward-looking statements.
Chesapeake Utilities Corporation Contacts:
Media
Victoria Price
Director, External Affairs
850.382.4153
[email protected]
Investors
Lucia Dempsey
Head of Investor Relations
347.804.9067
[email protected]
Canada Pension Plan Investment Board purchased a new position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 9,400 shares of the company’s stock, valued at approximately $1,507,000.
Other institutional investors have also recently added to or reduced their stakes in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in The Ensign Group by 9.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 161,946 shares of the company’s stock worth $20,956,000 after acquiring an additional 14,590 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of The Ensign Group by 150.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock valued at $50,000 after purchasing an additional 230 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of The Ensign Group by 65.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 536 shares of the company’s stock valued at $83,000 after purchasing an additional 213 shares in the last quarter. Amundi lifted its position in shares of The Ensign Group by 480,216.7% during the second quarter. Amundi now owns 57,638 shares of the company’s stock worth $8,583,000 after purchasing an additional 57,626 shares during the last quarter. Finally, Brown Advisory Inc. lifted its position in shares of The Ensign Group by 26.1% during the second quarter. Brown Advisory Inc. now owns 2,037 shares of the company’s stock worth $314,000 after purchasing an additional 421 shares during the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets Several analysts recently weighed in on ENSG shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $228.00 price objective on shares of The Ensign Group in a report on Tuesday, July 28th. Wall Street Zen downgraded The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Truist Financial upped their price target on The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings cut The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 16th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, The Ensign Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $216.25.
View Our Latest Analysis on ENSG The Ensign Group Price Performance Shares of NASDAQ:ENSG opened at $172.26 on Tuesday. The firm’s 50 day moving average is $173.71 and its two-hundred day moving average is $183.89. The firm has a market capitalization of $10.04 billion, a P/E ratio of 27.00, a PEG ratio of 1.66 and a beta of 0.68. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a 52 week low of $141.58 and a 52 week high of $218.00.
The Ensign Group (NASDAQ:ENSG – Get Free Report) last issued its quarterly earnings data on Monday, July 27th. The company reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 16.75%. The business had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.44 billion. During the same period in the previous year, the business earned $1.59 earnings per share. The company’s revenue was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Analysts anticipate that The Ensign Group, Inc. will post 6.93 earnings per share for the current year.
The Ensign Group Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were issued a dividend of $0.065 per share. This represents a $0.26 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, June 30th. The Ensign Group’s dividend payout ratio (DPR) is presently 4.08%.
Insiders Place Their Bets In other The Ensign Group news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $171.06, for a total value of $67,055.52. Following the transaction, the director owned 9,503 shares in the company, valued at approximately $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 4.00% of the company’s stock.
(Free Report)
The Ensign Group, Inc is a diversified provider of post-acute healthcare services in the United States, operating a network of skilled nursing, assisted living, independent living, home health and hospice care centers. The company’s model emphasizes integrated care by employing multidisciplinary teams—including nursing staff, therapists and physicians—to deliver personalized rehabilitation and long-term care services for seniors and other patients recovering from injury, illness or surgery.
Through its owned and managed centers, The Ensign Group offers a broad spectrum of rehabilitation services such as physical, occupational and speech therapy.
Read More Five stocks we like better than The Ensign Group Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason Want to see what other hedge funds are holding ENSG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Ensign Group, Inc. (NASDAQ:ENSG – Free Report).
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Canada Pension Plan Investment Board ve 2. čtvrtletí získala novou pozici v National Health Investors za přibližně 1,228 mil. USD. Získala 16 100 akcií NHI.
Canada Pension Plan Investment Board bought a new position in shares of National Health Investors, Inc. (NYSE:NHI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 16,100 shares of the real estate investment trust’s stock, valued at approximately $1,228,000.
Several other hedge funds and other institutional investors have also bought and sold shares of NHI. International Assets Investment Management LLC bought a new stake in National Health Investors during the fourth quarter valued at $27,000. EverSource Wealth Advisors LLC raised its position in shares of National Health Investors by 244.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 288 shares in the last quarter. Garton & Associates Financial Advisors LLC bought a new position in shares of National Health Investors in the 4th quarter worth about $33,000. Allworth Financial LP acquired a new position in shares of National Health Investors in the 2nd quarter valued at about $42,000. Finally, Advisory Services Network LLC acquired a new position in shares of National Health Investors in the 3rd quarter valued at about $65,000. Institutional investors and hedge funds own 62.51% of the company’s stock.
Analyst Ratings Changes NHI has been the subject of several recent analyst reports. Truist Financial decreased their target price on National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a research note on Friday, June 12th. Deutsche Bank Aktiengesellschaft dropped their price target on National Health Investors from $85.00 to $80.00 and set a “hold” rating on the stock in a research note on Thursday, June 25th. BMO Capital Markets cut their price target on National Health Investors from $90.00 to $80.00 and set an “outperform” rating on the stock in a report on Monday, June 15th. Wells Fargo & Company reduced their price objective on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research report on Monday, June 1st. Finally, Zacks Research lowered shares of National Health Investors from a “hold” rating to a “strong sell” rating in a research note on Thursday, June 25th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, National Health Investors currently has a consensus rating of “Moderate Buy” and an average target price of $83.86.
Check Out Our Latest Analysis on National Health Investors National Health Investors Price Performance Shares of NYSE NHI opened at $71.26 on Tuesday. National Health Investors, Inc. has a fifty-two week low of $67.94 and a fifty-two week high of $91.38. The stock has a market cap of $3.50 billion, a price-to-earnings ratio of 20.60, a PEG ratio of 3.83 and a beta of 0.51. The company has a debt-to-equity ratio of 0.81, a quick ratio of 6.78 and a current ratio of 6.78. The firm’s 50-day simple moving average is $75.69 and its 200 day simple moving average is $78.61.
National Health Investors (NYSE:NHI – Get Free Report) last issued its quarterly earnings data on Monday, August 10th. The real estate investment trust reported $1.19 EPS for the quarter. The firm had revenue of $121.32 million during the quarter. National Health Investors had a return on equity of 10.89% and a net margin of 38.56%.The business’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.22 earnings per share. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. As a group, research analysts anticipate that National Health Investors, Inc. will post 4.78 earnings per share for the current fiscal year.
National Health Investors Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Investors of record on Wednesday, September 30th will be issued a dividend of $0.92 per share. The ex-dividend date is Wednesday, September 30th. This represents a $3.68 annualized dividend and a yield of 5.2%. National Health Investors’s dividend payout ratio is 106.36%.
Insider Buying and Selling at National Health Investors In related news, Director Robert A. Mccabe, Jr. purchased 890 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was acquired at an average cost of $71.65 per share, with a total value of $63,768.50. Following the transaction, the director owned 44,159 shares of the company’s stock, valued at $3,163,992.35. This represents a 2.06% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO D. Eric Mendelsohn purchased 1,500 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was bought at an average cost of $68.84 per share, with a total value of $103,260.00. Following the completion of the transaction, the chief executive officer directly owned 133,316 shares in the company, valued at $9,177,473.44. The trade was a 1.14% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 2.70% of the company’s stock.
(Free Report)
National Health Investors, Inc (NYSE: NHI) is a specialized real estate investment trust (REIT) focused on owning and financing high-quality healthcare and senior housing facilities in the United States. The company’s portfolio encompasses a diverse range of properties, including skilled nursing centers, assisted living and memory care communities, behavioral health facilities, dialysis clinics, and medical office buildings. NHI typically enters into long-term net-lease agreements with experienced healthcare operators, providing stable and predictable rental income streams while enabling its tenants to concentrate on delivering quality care.
Since its founding in 1991 and initial public offering later that year, National Health Investors has pursued a disciplined growth strategy centered on strategic acquisitions, joint ventures, and selective development.
Further Reading Five stocks we like better than National Health Investors Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason
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Leonardo DRS získal od U.S. Space Force zakázku na prototyp pro vývoj nové senzorové technologie. Ta má zlepšit detekci, identifikaci, sledování a zaměřování rychlých hrozeb.
ARLINGTON, Va., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) announced it has been awarded an Other Transaction Agreement contract for Prototype by the U.S. Space Force to advance next-generation technology designed to further strengthen U.S. national defense capabilities.
Under the award, Leonardo DRS will further develop affordable and scalable sensor technology that helps defense systems detect, identify, track, and target fast-moving threats in challenging conditions in support of mission needs for U.S. space superiority and space control efforts.
A key focus of the program is improving affordability and producibility, leveraging advancements in sensing and processing and moving toward designs that can be manufactured more efficiently, scaled to meet demand, and built with a resilient supply chain to support urgent national security needs.
“This award recognizes our innovative best-in-class sensor technology, proven experience and continued investment in space-based capabilities for critical national security programs,” said John Baylouny, President and CEO of Leonardo DRS. “These investments allow our company to push the boundaries of advanced sensing and targeting and implement scaled manufacturing to support national security priorities.”
“We are incredibly proud to support this vital space-based mission,” said Jerry Hathaway, senior vice president and general manager, Leonardo DRS Electro-Optical and Infrared Systems. “This award builds upon our current and next-generation affordable sensing technologies developed by our innovative space and sensor engineering teams and leverages our proven performance and expertise in sensor design and manufacturing.”
Leonardo DRS is a leading provider of advanced infrared sensing systems used by the U.S. government and allied nations across ground, sea, air, and space missions. The company’s advanced sensing, secure communications, and laser technologies support critical efforts including Counter-UAS, autonomous maritime fleet protection, and mounted and dismounted ground combat systems.
About Leonardo DRS
Leonardo DRS, Inc. (Nasdaq: DRS) is at the forefront of developing transformative defense technologies using its proven agility and delivering innovative solutions for U.S. national security customers and allies worldwide. We specialize in rapidly providing high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion. Our reputation as a trusted provider is built on a continuous focus on practical innovation, delivering quality, and meeting our customers’ most demanding mission requirements. For further information on our complete range of capabilities, visit www.LeonardoDRS.com.
Forward-Looking Statements
This communication contains statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Those statements reflect current expectations, assumptions and estimates of future performance and economic conditions. The company cautions investors that any forward-looking statements which include contract values, contract performance and our development and production of products are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in or implied by such forward-looking statements.
Leonardo DRS Investor Relations Contact
Steve Vather
Senior Vice President, Corporate Development (M&A) and Investor Relations
+1 703 409 2906 [email protected]
Leonardo DRS Media Contact
Charles Jones
Director, Marketing and Corporate Communications
+1 571 737 8800 [email protected]
For more information regarding this OTA award, please click here.
BlackLine získala certifikaci PCI DSS pro svou službu PCI Detokenization Service. Firma tím rozšiřuje automatizaci párování a odsouhlasování transakcí i pro citlivé platební workflow.
LOS ANGELES, Sept. 01, 2026 (GLOBE NEWSWIRE) -- BlackLine, Inc. (Nasdaq: BL), the Agentic Financial Operations Platform™ for the Office of the CFO, today announced it has achieved Payment Card Industry Data Security Standard (PCI DSS) compliance validation for its PCI Detokenization Service, enabling organizations to apply BlackLine’s proven high-volume transaction matching and reconciliation capabilities to a broader range of complex workflows involving sensitive payment card information.
For organizations processing millions of card transactions, even a small percentage of unmatched transactions can create significant manual work. Security requirements designed to protect cardholder information can limit the data available for automated matching, making it more difficult to fully automate these workflows. BlackLine’s PCI Detokenization Integration Service enables authorized users to securely access the payment card information required for matching, while the underlying cardholder data remains within the customer’s environment. Combined with BlackLine’s existing high-volume transaction-matching capabilities, this enables organizations to automate more of the reconciliation process while maintaining rigorous security and control.
“Our customers are asking BlackLine to go deeper into some of their most complex operational workflows, and greater automation cannot come at the expense of security or control,” said Owen Ryan, CEO and Chairman of BlackLine. “This validation enables organizations to apply BlackLine’s proven matching and reconciliation capabilities to more of the high-volume, sensitive workflows they manage every day. It expands where we can deliver value while maintaining the security and trust our customers demand.”
“For organizations managing payment-card information, PCI DSS is an important security standard and, in many environments, a prerequisite for technology providers supporting these workflows,” said Jill Knesek, Chief Information Security Officer at BlackLine. “This validation gives customers independent assurance that BlackLine has cleared that bar, allowing them to extend automation into sensitive financial processes with confidence.”
While banking and financial services represent a significant opportunity for these use cases, organizations across industries such as retail, travel, hospitality, and leisure manage complex financial workflows that involve payment card information. The validation broadens the scope where BlackLine can apply its existing automation and matching capabilities, extending the value of the platform across transaction-intensive environments where scale, security, and control are critical.
About BlackLine
BlackLine (Nasdaq: BL) is the trust infrastructure for the AI era of finance: a future where finance drives the agentic era with intelligence, integrity, and trust rising together. The BlackLine Agentic Financial Operations Platform™, powered by Studio360 and Verity™ AI, is where the Office of the CFO scales AI across Record-to-Report, Invoice-to-Cash, and the processes where finance owns the controls and demands integrity at every step.
By unifying data, embedding AI, and engineering trust into every action, BlackLine moves finance and accounting beyond reporting on the business to orchestrating it in real time. Supported by industry-leading R&D investment and world-class security practices, nearly 4,300 customers across multiple industries partner with BlackLine to lead their organizations into the future. For more information, visit blackline.com.
Ciena ve čtvrtek zveřejní výsledky za 3. čtvrtletí fiskálního roku 2026; analytici čekají výnosy 1,64 miliardy USD, tedy meziroční růst o 34 %, a zisk na akcii 1,73 USD.
Thursday is going to be an important day for Ciena (CIEN -4.85%) investors, as it's when their company unveils a fresh quarterly earnings report. Not for the first time, hopes are high for the tech hardware maker. It's one of the better-known equipment suppliers helping to feed the feverish build-out of artificial intelligence (AI) compute. As such, analysts are -- again -- predicting extremely robust growth.
Ciena has a recent history of not only hitting that mark but also beating the consensus estimates of those prognosticators. This, however, didn't help its stock rise after the previous earnings report. Here's what might get the shares to defy gravity this time around.
Image source: The Motley Fool.
Double- and triple-digit growthCiena is scheduled to publish its fiscal 2026 third-quarter results and host a conference call to discuss them before market open on Thursday. It'll be broadcasting to an investment community that continues to expect much from the company.
The consensus analyst revenue estimate for the quarter is $1.64 billion. That's a robust 34% above the same period of 2025, although it sits at nearly the midpoint of the company's guidance range of almost $1.58 billion to nearly $1.68 billion.
A higher bar for Ciena to clear will be net income not in accordance with generally accepted accounting principles (non-GAAP, or adjusted). This is expected to soar by 158% -- wow! -- to $1.73 per share. The company hasn't provided guidance for this metric.
Ciena is quite the grizzled veteran in the optical networking components niche. The current boom in its business is driven by products that enable extremely high-speed data transfers, which are crucial for resource-intensive AI capabilities.
That explains the rosy third-quarter projections from both analysts and company management. Yet the gap between revenue and adjusted profitability growth is striking.
This is based on recent history; Ciena has done an effective job of designing increasingly more cost-effective products. It's also enacted strategic price increases from time to time, which isn't a challenge in such a demand-heavy environment. Another factor at work is Ciena's shift toward more state-of-the-art, premium products with relatively high price tags.
The company's GAAP gross margins tell the tale. Over the past five quarters, they've risen steadily but surely, from 40.2% in the second frame of fiscal 2025 to 44% in the same period of 2026.
Fall from graceI need to emphasize that after Ciena reported its latest earnings (for the fiscal second quarter) in early June, it was hit by an aggressive sell-off by investors. Its stock still hasn't come close to recovering from this.
That's usually not what happens when a company posts a beat-and-raise quarter marked by skyrocketing growth in core fundamentals.
To me, that sharply negative reaction was due to two factors. One was the extreme run-up in the company's shares, which had risen 165% year-to-date as of the day before the earnings release. At that point, it became clear to many that the company was a star pick-and-shovel play on the AI revolution. Investor expectations, then, were sky-high, to the point that only an absolute blowout of a quarter would have sustained that momentum.
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Major factor No. 2 was the performance of Broadcom (AVGO -1.93%), a bellwether for AI adoption (as it's the top designer of custom AI chips favored by many prominent developers). Broadcom reported its own fiscal second-quarter figures a mere two days before Ciena, and the dynamic was similar. A sustained stock rally had left Broadcom richly priced, and despite record results, powerful growth, and meaty margins its stock tumbled. In retrospect, nothing short of a real stunner on the upside was likely to push it higher.
A more forgiving market?So the good news for Ciena is that the pressure has eased since those peak share price days (and I mean that, as its equity hit a more than 25-year high before the offending second-quarter release). At this point, folks are looking for good reasons to believe in the stock again.
I think the company will deliver. After all, it notched earnings beats on lofty analyst estimates in all four of its trailing quarters. And it's not like demand for crucial AI components is fading at all; in fact, the opposite is true. I believe many investors will be looking for yet another raise in guidance, either of the quarterly or (preferably) the annual variety. This has become habitual, too, and the stock might sink if this doesn't occur.
I'm cautiously optimistic here. I think investors won't be as demanding of Ciena as they were in the run-up to the second-quarter print, and its shares will see a lift. However, the company will have to post yet another impressive performance; no matter how strong a business or how favorable its environment, that's never an easy accomplishment.
Keurig Dr Pepper prodá svůj podíl v Chobani zpět výrobci jogurtů za 800 milionů USD. Součástí dohody je i závod a sklad v Allentownu za 125 milionů USD.
Keurig Dr Pepper (KDP.O) said on Tuesday it would sell its investment in Chobani back to the yogurt maker for $925 million, as the beverage company reshapes its business following its acquisition of JDE Peet's.
Here are some details:
Keurig will sell its entire equity stake in Chobani for $800 million, and a manufacturing facility and warehouse in Allentown, Pennsylvania, for $125 million.
The company has been reshaping its portfolio since its $18 billion acquisition of Dutch coffee and tea maker JDE Peet's in April.
It is also preparing to separate its coffee and beverage operations into two publicly traded U.S. companies.
Chobani said it would invest about $1.2 billion over the next five years in the facility, as it seeks to create milk with more protein and less sugar than traditional milk.
Last month, Keurig Dr Pepper maintained its annual forecasts after strong demand for its soda and energy drink brands helped it beat second-quarter sales and profit estimates.
Weatherford dokončil akvizici NCS Multistage, čímž posílil portfolio dokončovacích prací a rozšířil své schopnosti v oblasti diagnostiky rezervoárů a řešení pro výkon vrtů. Akcie NCS Multistage přestaly být obchodovány a budou staženy z NASDAQu.
HOUSTON, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Weatherford International plc (NASDAQ: WFRD) (“Weatherford” or the “Company”) today announced the completion of its previously announced acquisition of NCS Multistage Holdings, Inc. (“NCS Multistage”), strengthening Weatherford’s completions portfolio and expanding capabilities in reservoir diagnostics and well performance solutions.
As previously announced, NCS Multistage stockholders received either (i) 0.554 shares of Weatherford ordinary shares (the “Share Consideration”), or (ii) a combination of 0.239 Weatherford ordinary shares and a cash amount equal to 0.137 Weatherford ordinary shares, subject to proration and certain limitations and adjustments (the “Mixed Consideration”). NCS Multistage common stock has ceased trading and will no longer be listed on the NASDAQ.
The acquisition brings together complementary technologies, expertise, and services that further strengthen Weatherford's ability to support customers across the complete well lifecycle. NCS Multistage's completions and reservoir diagnostics capabilities enhance Weatherford's existing portfolio across well construction, completions, production optimization, and intervention, while accelerating the global deployment of NCS technologies through Weatherford's extensive market presence. The combination also strengthens Weatherford's position in North America and supports a more agile operating model designed to streamline decision-making, enhance execution, and create greater value for customers, employees, and shareholders.
Girish Saligram, Weatherford’s President and Chief Executive Officer, commented, “The completion of this acquisition marks another important step in advancing our strategy and strengthening the differentiated value we bring to customers. NCS Multistage adds complementary technology, deep completions and reservoir expertise, and a talented team that strengthens our ability to address a broader range of customer challenges across the well lifecycle. We are pleased to welcome the NCS Multistage team to Weatherford and look forward to bringing the strengths of our combined organization to more customers and markets around the world. Our focus now turns to disciplined integration and execution as we work together to improve well performance, maximize asset value, and create sustainable value for our customers and shareholders.”
Advisors
King & Spalding LLP acted as legal counsel to Weatherford, and Baker Botts L.L.P. acted as legal counsel to NCS Multistage. Piper Sandler & Co. served as financial advisor to NCS Multistage.
About Weatherford
Weatherford is a global energy services company that helps customers drill smarter, complete wells more effectively, and maximize production across the entire well lifecycle. With a differentiated portfolio of market-leading solutions, integrated technologies, and a broad global customer footprint across six continents, we blend advanced engineering, digital intelligence, and world-class field expertise to reduce risk, improve performance, and maximize the value of customer assets. Together, we elevate every operation, delivering stronger wells, sharper decisions, and better energy for the world. Visit weatherford.com for more information and connect with us on social media.
About NCS Multistage
NCS Multistage is a leading provider of highly engineered products and support services that facilitate the optimization of oil and natural gas well construction, well completion and field development strategies. NCS Multistage provides products and services primarily to exploration and production companies for use in onshore and offshore wells, predominantly those that have been drilled with horizontal laterals in both unconventional and conventional oil and natural gas formations. NCS Multistage’s products and services are utilized in oil and natural gas basins throughout North America and in selected international markets, including the North Sea, the Middle East and Argentina. Visit ncsmultistage.com for more information.
Forward-Looking Statements
This communication includes statements, which, to the extent they are not statements of historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “outlook,” “budget,” “intend,” “strategy,” “plan,” “guidance,” “may,” “should,” “could,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions, although not all forward-looking statements contain these identifying words. These statements include, but are not limited to, statements about the anticipated benefits of the completed transaction between Weatherford and NCS Multistage, including expected synergies, the integration of the parties’ businesses, and plans and expectations for the combined company following completion of the transaction. Such statements are based upon the current beliefs of Weatherford’s and NCS Multistage’s management and are subject to significant risks, assumptions, and uncertainties. Should one or more of these risks or uncertainties materialize, or underlying assumptions prove incorrect, actual results may vary materially from those indicated in our forward-looking statements. Readers are cautioned that forward-looking statements are only estimates and may differ materially from actual future events or results, based on factors including but not limited to risks related to difficulties, inabilities or delays in integrating the parties’ businesses; the ability to realize the anticipated benefits of the completed transaction, including estimated synergies; the potential impact of the announcement or consummation of the completed transaction on Weatherford’s stock price and on the parties’ respective business, contractual and operational relationships; risks related to business disruptions from the completed transaction that may harm the business or current plans and operations of either or both parties, including diversion of management time from ongoing business operations; the risk that the completed transaction and its announcement could have an adverse effect on the ability of either or both parties to hire and retain key personnel; the outcome of any legal proceedings that may be instituted against Weatherford or NCS Multistage, or their respective directors; the possibility that implementing the completed transaction may be more expensive than anticipated, including as a result of unexpected factors or events, or unforeseen or unknown liabilities; Weatherford’s ability to receive, in a timely manner and on satisfactory terms, required shareholder and court approval, and to satisfy the other conditions to the proposed redomestication within the expected timeframe or at all; our ability to realize the expected benefits from the proposed redomestication; the occurrence of difficulties in connection with the redomestication, including any costs related thereto; the risk that the proposed redomestication disrupts current plans and operations; global political, economic and market conditions, political disturbances, war or other global conflicts, terrorist attacks, public health issues such as pandemics, changes in global trade policies, tariffs and sanctions, weak local economic conditions and international currency fluctuations; general global economic repercussions related to U.S. and global inflationary pressures and potential recessionary concerns; as well as the factors and risks described in Weatherford’s Annual Report on Form 10-K for the year ended December 31, 2025 and NCS Multistage’s Annual Report on Form 10-K for the year ended December 31, 2025, and, in each case, in subsequent filings with the U.S. Securities and Exchange Commission. Other unpredictable factors not discussed in this communication could also have material adverse effects on forward-looking statements. You should not place undue reliance on any of Weatherford’s or NCS Multistage’s forward-looking statements. Any forward-looking statement speaks only as of the date on which such statement is made, and Weatherford and NCS Multistage undertake no obligation to correct or update any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by applicable law, and we caution you not to rely on them unduly.
For Investors:
Luke Lemoine
Weatherford Investor Relations
+1 713-836-7777 [email protected]
PriceSmart oznámila, že hospodářské výsledky za 4. čtvrtletí fiskálního roku 2026 zveřejní 26. října 2026 po uzavření trhu. V srpnu otevřela v Kostarice desátý warehouse club a celkem provozuje 58 klubů.
, /PRNewswire/ -- PriceSmart, Inc. ("PriceSmart" or the "Company") (NASDAQ: PSMT) plans to release financial results for the fourth quarter of fiscal year 2026 on Monday, October 26, 2026, after the market closes. PriceSmart management will host a conference call at 12:00 p.m. Eastern time (9:00 a.m. Pacific time) on Tuesday, October 27, 2026, to discuss the financial results. Individuals interested in participating in the conference call may do so by dialing toll free +1 (833) 461-5787 for domestic callers or +1 (626) 884-3620 for international callers. Callers must then enter the passcode 419 902 549 on their keypad and ask to join the PriceSmart earnings call. A digital replay will be available shortly following the conclusion of the call through Tuesday, November 3, 2026, by dialing +1 (833) 309-1852 for domestic callers or +1 (929) 828-5978 for international callers and entering replay passcode 419 902 549.
New Club Opening
The Company opened its tenth warehouse club in Costa Rica in August 2026. The new warehouse club occupies a six-acre site in Ciudad Quesada, approximately 47 miles northwest of the nearest club in the capital of San Jose and features a sales floor spanning approximately 42,000 square feet. The club incorporates several sustainable design features, including energy-efficient LED lighting, a CO2-based cooling system, high-efficiency mechanical equipment designed to reduce water and energy consumption, and an on-site wastewater treatment plant. This club is in the northern zone of Costa Rica which is outside the greater metropolitan area of San José, and the Company is encouraged by its initial reception. The Company now operates 58 warehouse clubs in total.
About PriceSmart
PriceSmart, headquartered in San Diego, owns and operates U.S.-style membership shopping warehouse clubs in Latin America and the Caribbean, selling high-quality merchandise and services at low prices to PriceSmart Members. PriceSmart operates 58 warehouse clubs in 12 countries and one U.S. territory (ten each in Colombia and Costa Rica; seven each in Panama and Guatemala; six in Dominican Republic; four each in Trinidad and El Salvador; three in Honduras; two each in Nicaragua and Jamaica; and one each in Aruba, Barbados and the United States Virgin Islands). In addition, the Company plans to open one new warehouse club in each of Montego Bay and South Camp Road (Kingston), Jamaica in October 2026 and winter of 2026-27, respectively, one warehouse club in Villa Nueva, Guatemala in the winter of 2027, one warehouse club in Santo Tomas de Santo Domingo (Heredia), Costa Rica in the spring of 2027, and one warehouse club in Comuna Las Condes, Santiago, Chile in the spring of 2027. Once these five new clubs are open, the Company will operate 63 warehouse clubs.
This press release may contain forward-looking statements concerning PriceSmart, Inc.'s ("PriceSmart", the "Company" or "we") anticipated future revenues and earnings, adequacy of future cash flows, future dividends, omni-channel initiatives, proposed warehouse club and distribution center openings, the Company's performance relative to competitors and related matters. These forward-looking statements include, but are not limited to, statements containing the words "expect," "believe," "will," "may," "should," "project," "estimate," "anticipated," "scheduled," "intend," and like expressions, and the negative thereof. These statements are subject to risks and uncertainties that could cause actual results to differ materially including, but not limited to: various political, economic and compliance risks associated with our international operations, including the effects of tariffs and/or international trade wars and disruptions to remittances, adverse changes in economic conditions in our markets, natural disasters, volatility in currency exchange rates and illiquidity of certain local currencies in our markets, competition, consumer and small business spending patterns, political instability, increased costs associated with the integration of online commerce with our traditional business, whether the Company can successfully execute strategic initiatives, including the timely opening of our announced warehouse clubs, our reliance on third party service providers, including those who support transaction and payment processing, data security and other technology services, cybersecurity breaches that could cause disruptions in our systems or jeopardize the security of Member, employee or business information, cost increases from product and service providers, interruption of supply chains, exposure to product liability claims and product recalls, recoverability of moneys owed to PriceSmart from governments, and other important factors discussed in the Risk Factors section of the Company's most recent Annual Report on Form 10-K, and other factors discussed from time to time in other filings with the SEC, which are accessible on the SEC's website at www.sec.gov, including Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Forward-looking statements speak only as of the date that they are made, and the Company does not undertake to update them, except as required by law. In addition, these risks are not the only risks that the Company faces. The Company could also be affected by additional factors that apply to all companies operating globally and in the U.S., as well as other risks that are not presently known to the Company or that the Company considers to be immaterial.
For further information, please contact Investor Relations (858) 404-8826 or send an email to [email protected].
Sprinklr, Inc. (NYSE:CXM) will release its second earnings report before the opening bell on Wednesday, Sept. 2.
Analysts expect the New York-based company to report quarterly earnings of 10 cents per share, down from 13 cents per share in the year-ago period. The consensus estimate for Sprinklr’s quarterly revenue is $214.44 million. It reported $212.04 million last year, according to Benzinga Pro.
On Aug. 13, Sprinklr named Jordi Ribas to its board of directors.
Sprinklr shares gained 0.6% to close at $8.21 on Monday.
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.
Citigroup analyst Tyler Radke maintained a Neutral rating and cut the price target from $7 to $6 on June 4, 2026. This analyst has an accuracy rate of 70%. DA Davidson analyst Clark Wright maintained a Neutral rating and lowered the price target from $6.25 to $6 on June 4, 2026. This analyst has an accuracy rate of 70%. Rosenblatt analyst Catharine Trebnick maintained a Buy rating and cut the price target from $12 to $8.5 on June 4, 2026. This analyst has an accuracy rate of 75%. Morgan Stanley analyst Elizabeth Porter maintained an Equal-Weight rating and cut the price target from $10 to $7 on March 16, 2026. This analyst has an accuracy rate of 52%. Citizens analyst Patrick Walravens maintained a Market Outperform rating and slashed the price target from $17 to $11 on March 12, 2026. This analyst has an accuracy rate of 59%. Trending
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Gaming and Leisure Properties schválila čtvrtletní dividendu 0,82 USD na akcii za 3. čtvrtletí 2026. Na roční bázi to při ceně 42,07 USD znamená výnos 7,8 %.
WYOMISSING, Pa., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”), announced today that on August 31, the Company’s Board of Directors declared the third quarter 2026 cash dividend of $0.82 per share of its common stock. The dividend is payable on September 25, 2026 to shareholders of record on September 11, 2026. Based on GLPI’s closing share price of $42.07 on August 31, the current dividend, on an annualized basis, reflects a yield of 7.8%. The third quarter 2025 cash dividend was $0.78 per share of the Company’s common stock.
While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends will be reviewed quarterly and declared by the Board of Directors at its discretion.
About Gaming and Leisure Properties
GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including our expectations regarding the payment of future cash dividends. Forward-looking statements can be identified by the use of forward-looking terminology such as “expects,” “believes,” “estimates,” “intends,” “may,” “will,” “should” or “anticipates” or the negative or other variation of these or similar words, or by discussions of future events, strategies or risks and uncertainties. Such forward-looking statements are inherently subject to risks, uncertainties and assumptions about GLPI and its subsidiaries, including risks related to the following: the potential negative impact of inflation on our tenants' operations; the availability of and the ability to identify suitable and attractive acquisition and development opportunities and the ability to acquire and lease those properties on favorable terms; the ability to receive, or delays in obtaining, the regulatory approvals required to own and/or operate its properties, or other delays or impediments to completing acquisitions or projects; the effect of pandemics, such as COVID-19, on GLPI as a result of the impact such pandemics may have on the business operations of GLPI’s tenants and their continued ability to pay rent in a timely manner or at all; GLPI's ability to maintain its status as a REIT; our ability to access capital through debt and equity markets in amounts and at rates and costs acceptable to GLPI; the impact of our substantial indebtedness on our future operations; changes in the U.S. tax law and other state, federal or local laws, whether or not specific to REITs or to the gaming or lodging industries; and other factors described in GLPI’s Annual Report on Form 10-K for the year ended December 31, 2025, Quarterly Reports on Form 10-Q and current Reports on Form 8-K, each as filed with the Securities and Exchange Commission. All subsequent written and oral forward-looking statements attributable to GLPI or persons acting on GLPI’s behalf are expressly qualified in their entirety by the cautionary statements included in this press release. GLPI undertakes no obligation to publicly update or revise any forward-looking statements contained or incorporated by reference herein, whether as a result of new information, future events or otherwise, except as required by law. In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release may not occur as presented or at all.
AST SpaceMobile za poslední měsíc klesla asi o 15 % po zklamání z výsledků za 2. čtvrtletí a obavách z závislosti na externích nosičích. Upravená ztráta činila 35 centů na akcii a výnosy 31,52 milionu USD, obojí pod odhady.
AST SpaceMobile Inc. (NASDAQ:ASTS) is down approximately 15% over the past month and fell over 2% on Tuesday, after a stretch that included second-quarter earnings and concerns over its reliance on third-party launch providers.
AST SpaceMobile stock is trending lower. Why is ASTS stock trading lower? Q2 Misses Estimates, Reaffirms FY Revenue OutlookAST SpaceMobile reported an adjusted loss of 35 cents per share on August 10, missing the consensus estimate of a loss of 28 cents, while revenue of $31.52 million also missed the $34.977 million consensus estimate. Revenue backlog increased to approximately $1.3 billion in aggregate contracted revenue spanning commercial partners and U.S. government contract awards.
The company reaffirmed its fiscal-year revenue outlook of between $150 million and $200 million, versus the $168.87 million consensus estimate.
The SpaceX Launch ConcernShares fell on August 26 after SpaceX announced structural changes to its launch operations, raising concerns given AST SpaceMobile’s dependence on third-party rockets. In a post on X, SpaceX’s VP of Launch, Kiko Dontchev, confirmed that a mission from Cape Canaveral’s Pad 40 was the last planned Falcon 9 Starlink launch from Florida, saying future Starlink missions from Florida would shift to Starship instead. AST SpaceMobile has relied primarily on Falcon 9 for its BlueBird satellite launches since a Blue Origin New Glenn rocket carrying its BlueBird 7 satellite was destroyed in a launchpad failure in late May.
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AST SpaceMobile Shares Tumble LowerASTS Price Action: At the time of publication, AST SpaceMobile shares are trading 2.96% lower at $57.35, according to data from Benzinga Pro.
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Čínská automobilka NIO zveřejnila výsledky hospodaření za druhý kvartál roku 2026. Tržby zaznamenaly meziroční růst o 69,1 % na 32,14 mld. CNY (4,74 mld. USD), zůstaly ale pod odhady trhu. Společnost se sice udržela v očištěném zisku, výhled na třetí kvartál nicméně zaostal za konsensem jak u tržeb, tak u dodávek.
Výsledky společnosti NIO (NIO) za 2Q 2026 2Q 2026 Konsensus 2Q 2026 2Q 2025 Tržby (mld. CNY) 32,14 33,36 19,01 Čistý zisk (mld. CNY) -0,53 -- -4,99 Očištěný zisk na depozitní certifikát*(EPS, CNY/certifikát) 0,01 -0,22 -1,85 *jeden americký depozitní certifikát odpovídá 1 akcii.
Výsledky Celkové tržby společnosti ve 2Q zaznamenaly meziroční růst o 69,1 % na 32,14 mld. CNY (4,74 mld. USD). Konsensus přitom počítal s 33,36 mld. CNY.
Tržby z prodeje vozů vzrostly meziročně o 80,1 % na 29,06 mld. CNY (4,28 mld. USD) při konsensu 29,83 mld. CNY. Ostatní tržby vzrostly meziročně o 7,2 % na 3,08 mld. CNY (453,7 mil. USD).
Hrubý zisk meziročně vzrostl o 211,3 % na 5,91 mld. CNY (870,5 mil. USD). Hrubá marže byla meziročně o 8,4 p. b. vyšší, když dosáhla 18,4 %. Očekávalo se 17,7 %.
Marže u vozidel dosáhla 18,5 % při očekávání 17,6 %. Tato marže vzrostla meziročně o 8,2 p. b.
Provozní ztráta činila 347,2 mil. CNY (51,2 mil. USD) v porovnání s provozní ztrátou 4,91 mld. CNY ve 2Q 2025. Očištěný provozní zisk dosáhl 206,9 mil. CNY (30,5 mil. USD) oproti očištěné provozní ztrátě 4,04 mld. CNY před rokem.
Náklady na výzkum a vývoj klesly meziročně o 28,7 % na 2,14 mld. CNY (316,1 mil. USD) při konsensu 2,37 mld. CNY.
Společnost ve druhém kvartále dodala 107 658 vozů, tedy o 49,4 % meziročně více. Trh přitom čekal 111 501 vozů. Z toho připadlo 60 945 vozů na značku NIO, 29 124 na ONVO a 17 589 na FIREFLY.
Hotovost a peněžní ekvivalenty, vázaná hotovost, krátkodobé investice a dlouhodobé termínované vklady činily k 30. červnu 2026 celkem 56,7 mld. CNY (8,4 mld. USD).
Výhled NIO ve třetím kvartále roku 2026 očekává:
Tržby v rozmezí 33,285 až 34,051 mld. CNY (4,906 až 5,019 mld. USD), což by znamenalo meziroční růst o 52,7 % až 56,2 %. Wall Street očekávala 35,58 mld. CNY. Dodávky 108 až 111 tis. vozů, tedy meziroční nárůst o 24,0 % až 27,5 %. Trh projektoval 123 449 vozů. Komentář vedení „Ve druhém kvartále roku 2026 společnost dodala 107 658 chytrých elektromobilů, což představuje meziroční nárůst o 49,4 %. Všechny tři značky — NIO, ONVO a FIREFLY — dosáhly růstu jak v objemu prodejů, tak v průměrné transakční ceně. Ve třetím kvartále očekáváme celkové dodávky v rozmezí 108 000 až 111 000 vozů, což by znamenalo meziroční nárůst o 24,0 % až 27,5 %," uvedl zakladatel, předseda představenstva a generální ředitel William Bin Li.
„Ve druhém kvartále roku 2026 společnost dále zlepšila celkovou kvalitu svého provozu. Díky silným prodejům modelů s vyšší marží a pokračující optimalizaci nákladové struktury se nám i přes rostoucí nákladové tlaky podařilo udržet zdravou hrubou marži i marži u vozidel. K ziskovosti nadále přispívaly služby a byznys spojený s komunitou. Společnost si v kvartále udržela kladný očištěný provozní zisk, dále navýšila hotovostní rezervy a posílila svou finanční pozici na podporu dlouhodobého a udržitelného rozvoje," uvedl finanční ředitel Stanley Yu Qu. „Díky našim solidním a komplexním systematickým schopnostem a jasné obchodní strategii jsme přesvědčeni, že naplníme své celoroční provozní cíle a doručíme kvalitní růst."
Akcie NIO Americké depozitní certifikáty (ADR) společnosti NIO obchodované na burze NYSE v předburzovní fázi obchodování oslabují o 2,84 % na 4,11 USD.
NIO (NIO) před výsledky na 4,23 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 10,6 P/E -- Vývoj za letošní rok (%) -17,1 Očekávané P/E -- 52týdenní minimum (USD) 4,2 Prům. cílová cena (USD) 7,0 52týdenní maximum (USD) 8,0 Dividendový výnos (%) -- Zdroj: NIO, Bloomberg
GAITHERSBURG, Md., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today announced a contract modification valued at approximately $24 million from the Biomedical Advanced Research and Development Authority (BARDA), part of the Administration for Strategic Preparedness and Response (ASPR) within the U.S. Department of Health and Human Services (HHS), to supply CYFENDUS® (Anthrax Vaccine Adsorbed, Adjuvanted) for anthrax preparedness efforts. Anthrax remains a significant global biological threat due to its potential use in a bioterrorism event and its implications for public health and national security.
“This newly executed CYFENDUS® contract modification with the U.S. government highlights the continued importance of maintaining readiness against anthrax threats,” said Paul Williams, senior vice president, head of products business, global government & public affairs at Emergent. “Emergent remains committed to ensuring access to CYFENDUS® and strengthening preparedness through reliable domestic manufacturing and supply.”
CYFENDUS® was approved by the U.S. Food and Drug Administration in July 2023 as a two-dose anthrax vaccine for post-exposure prophylaxis use in individuals 18 through 65 years of age when given with recommended antibacterial drugs. A recent NEJM Evidence study by Tillman et al. examines the use of the CYFENDUS® vaccine for post-exposure prophylaxis following anthrax exposures in Wyoming, further reinforcing the importance of maintaining preparedness capabilities and access to effective medical countermeasures against this high-consequence biological threat.1
This award builds on Emergent’s work with the U.S. government to support anthrax preparedness. Earlier this year, Emergent announced a delivery order valued at up to $21.5 million to supply BioThrax® (Anthrax Vaccine Adsorbed) to the U.S. Department of War.
This project has been funded in whole or in part with federal funds from the U.S. Department of Health and Human Services, Administration for Strategic Preparedness and Response, Biomedical Advanced Research and Development Authority, under Contract No. HHSO100201600030C.
About CYFENDUS® (Anthrax Vaccine Adsorbed, Adjuvanted)
Indication
CYFENDUS® (Anthrax Vaccine Absorbed, Adjuvanted) is a vaccine indicated for post-exposure prophylaxis of anthrax disease following suspected or confirmed exposure to Bacillus anthracis in persons 18 through 65 years of age when given with recommended antibacterial drugs. The efficacy of CYFENDUS® vaccine for post-exposure prophylaxis (PEP) is based solely on studies in animal models of inhalational anthrax.
Important Safety Information
Contraindication: Do not administer CYFENDUS® to individuals with a history of a severe allergic reaction (e.g., anaphylaxis) following a previous dose of CYFENDUS®, BioThrax® (a licensed anthrax vaccine with the same active ingredient as CYFENDUS®) or any component of the vaccine.
Warnings and Precautions: Management of Acute Allergic Reactions: Appropriate medical treatment must be available to manage possible anaphylactic reactions following administration of CYFENDUS®. Pregnancy: CYFENDUS® can cause fetal harm when administered to a pregnant individual. In an observational study, there were more birth defects in infants born to individuals vaccinated with BioThrax® (a licensed anthrax vaccine with the same active ingredient as CYFENDUS®) in the first trimester compared to infants born to individuals vaccinated post pregnancy or individuals never vaccinated with BioThrax®.
Adverse Reactions: The most common (≥10%) injection-site adverse reactions reported were tenderness, pain, arm motion limitation, warmth, induration, itching, swelling, and erythema/redness. The most common systemic adverse reactions were muscle aches, tiredness, and headache.
To report Suspected Adverse Reactions, contact Emergent BioSolutions at 1-800-768-2304 or [email protected]; or VAERS at 1-800-822-7967 or www.vaers.hhs.gov.
Please see the Prescribing Information for CYFENDUS® for full safety information.
About BioThrax® (Anthrax Vaccine Adsorbed)
BioThrax® vaccine is indicated for the active immunization for the prevention of disease caused by Bacillus anthracis in persons 18 through 65 years of age. BioThrax® is approved for (1) pre-exposure prophylaxis of disease in persons at high risk of exposure; and (2) post-exposure prophylaxis of disease following suspected or confirmed Bacillus anthracis exposure, when administered in conjunction with recommended antibacterial drugs. The efficacy of BioThrax® for post-exposure prophylaxis is based solely on studies in animal models of inhalational anthrax.
Select Important Safety Information
Contraindication: Severe allergic reaction (e.g., anaphylaxis) after a previous dose of BioThrax® or a component of the vaccine. Warnings and Precautions: Latex: The stopper of the vial contains natural rubber latex and may cause allergic reactions in latex sensitive individuals. Pregnancy: Avoid use in pregnancy unless the potential benefit outweighs the potential risk to the fetus. Adverse Reactions: The most common (>10%) local (injection-site) adverse reactions observed in clinical studies were tenderness, pain, erythema, edema, and arm motion limitation. The most common (≥5%) systemic adverse reactions were muscle aches, fatigue, and headache.
Please see the full Prescribing Information for BioThrax® for additional safety information.
About Emergent BioSolutions
At Emergent, our mission is to protect and save lives. For over 25 years, we’ve been at work preparing those entrusted with protecting public health. We deliver protective and life-saving solutions for health threats like smallpox, mpox, botulism, Ebola, anthrax and opioid overdose emergencies. To learn more about how we help prepare communities around the world for today’s health challenges and tomorrow’s threats, visit our website and follow us on LinkedIn, X, Instagram, Apple Podcasts and Spotify.
Safe Harbor Statement
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, including statements regarding the expected timing for delivery of the CYFENDUS® vaccine and Emergent’s ability to increase inventories of CYFENDUS® vaccine to meet requested levels within specified time frames, are forward-looking statements. We generally identify forward-looking statements by using words like “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “forecast,” “goal,” “intend,” “may,” “plan,” “should,” “will,” “would,” and similar expressions or variations thereof, or the negative thereof, but these terms are not the exclusive means of identifying such statements. Forward-looking statements are based on our current intentions, beliefs, and expectations regarding future events based on information that is currently available. We cannot guarantee that any forward-looking statement will be accurate. Readers should realize that if underlying assumptions prove inaccurate or if known or unknown risks or uncertainties materialize, actual results could differ materially from our expectations. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statement. Any forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake to update any forward-looking statement to reflect new information, events, or circumstances. Readers should consider this cautionary statement, as well as the risk factors identified in our periodic reports filed with the U.S. Securities and Exchange Commission, when evaluating our forward-looking statements.
Investor Contact:
Richard S. Lindahl
Executive Vice President, CFO [email protected]
Media Contact:
Assal Hellmer
Vice President, Communications [email protected]
1Tillman, C., Waranius, B. N., Van Houten, C., & Harrist, A. (2026). Cyfendus for Postexposure Prophylaxis after Inhalation Anthrax Exposures in Wyoming. NEJM Evidence, 5(7), EVIDpha2600122. doi.org.
Intuitive Machines získala zakázku na stavbu dvou platforem IM 300 pro nového, nezveřejněného zákazníka. Podle firmy jde o potvrzení poptávky po modulárních satelitních platformách s rychlým dodáním.
HOUSTON, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) ("Intuitive Machines," and together with its subsidiaries, the "Company"), a leading space technology, infrastructure, and services company, announced today that it has been awarded a contract to build two IM 300™ series platforms for a new, undisclosed customer.
Rendering of the IM 300™ Platform
The award marks the addition of a new market segment of customers for the IM 300 base and reflects continued demand for spacecraft platforms that can be configured to a specific mission and delivered on compressed timelines.
“This contract demonstrates that the IM 300 can serve multiple missions with various customers. The modularity of the IM 300 enabled us to scale its capability to support a heavier, higher-power payload class," said Chris Johnson, President of Intuitive Machines Space Systems.
A platform built for mission flexibility
The IM 300 is the proliferated platform in the Company's satellite product line and is engineered around a modular architecture that allows the same core bus to support substantially different payloads and mission profiles.
Platform capabilities include:
Proliferated-architecture ready. Low unit mass allows multiple spacecraft to be manifested on a single launch, lowering the cost of deploying and replenishing a constellation.High power in a lightweight structure. The IM 300 is designed to carry a relatively heavy payload on a low-mass bus, with power capability at the top of its class.Scalable payload accommodation. Standardized interfaces support commercial, civil, and national security payloads across all mission sets.Optical and RF crosslinks. The platform supports both optical and radio frequency inter-satellite links, enabling operation as a networked constellation node rather than a standalone asset.Configurable propulsion. Customers can select chemical or electric propulsion depending on orbit, maneuvering requirements, and mission duration. Manufactured at rate
The IM 300 is produced at the Company's high-volume satellite production facility in Palo Alto, California, which was purpose-built for serial spacecraft manufacturing rather than one-off builds. That infrastructure, combined with a qualified supplier base, is what allows Intuitive Machines to accept new orders without disrupting existing customer schedules.
About Intuitive Machines
Intuitive Machines is a next-generation space infrastructure company delivering integrated capabilities across spacecraft manufacturing, communications, networks, mission operations, and ground infrastructure to build, connect, and operate systems across Earth orbit, cislunar space, and deep space. Serving commercial, civil, and national security customers, Intuitive Machines is focused on enabling resilient, scalable infrastructure for sustained operations in space.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements that do not relate to matters of historical fact should be considered forward looking. These forward-looking statements generally are identified by the words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “should,” “strive,” “would,” “strategy,” “outlook,” the negative of these words or other similar expressions, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements include but are not limited to statements regarding: our expectations and plans relating to our lunar missions and satellites, including the expected timing of building our satellites and landers, launch and our progress in preparation thereof; our expectations with respect to, among other things, demand for our product portfolio, our submission of bids for contracts; our expectations regarding revenue for government and commercial contracts awarded to us; our operations, including our performance on future lunar missions, our financial performance and our industry; our business strategy, business plan, and plans to drive long-term sustainable shareholder value; information regarding our expectations on revenue generation and cash. These forward-looking statements reflect the Company’s predictions, projections, or expectations based upon currently available information and data. Our actual results, performance or achievements may differ materially from those expressed or implied by the forward-looking statements, and you are cautioned not to place undue reliance on these forward-looking statements. The following important factors and uncertainties, among others, could cause actual outcomes or results to differ materially from those indicated by the forward-looking statements in this press release: our factors detailed under the section titled Part I, Item 1A. Risk Factors of our Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”), the section titled Part I, Item 2, Management’s Discussion and Analysis of Financial Condition and Results of Operations and the section titled Part II. Item 1A. “Risk Factors” in our most recently filed Quarterly Report on Form 10-Q, and in our subsequent filings with the SEC, which are accessible on the SEC's website at www.sec.gov.
Personalis holders receive Tempus shares worth $16.25 each under the pending merger Summary
Piper cited the Personalis MRD platform, a positive INTerpath-001 readout, and FDA approval of the tumor-only xT CDx test.
Tempus AI TEM rose 2.46% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $76 from $56. The firm had held a Neutral rating on the view that the valuation was tracking AI sentiment rather than the diagnostics and data businesses underneath it.
Piper pointed to three drivers: the tumor-informed minimal residual disease platform Tempus picks up through the pending Personalis acquisition, a positive readout from the INTerpath-001 study, and FDA approval of the tumor-only xT CDx test, which the firm said clears a hurdle toward unified ADLT pricing. Piper said the xF product could follow in the second half of 2027.
The S-4 filed August 31 lays out the terms. The deal values each Personalis share at $16.25, paid in Tempus Class A stock at a ratio set against the Tempus share price, with Tempus able to elect cash for up to half the shares. Canaccord Genuity reiterated Buy at $80 after the filing.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
NuScale Power a MillenniTEK úspěšně vyrobily první bor-oxidové pelety pro pasivní systém nouzového chlazení jádra. Jde o krok k přípravě komercializace technologie SMR schválené NRC.
CORVALLIS, Ore. & KNOXVILLE, Tenn.--(BUSINESS WIRE)--NuScale Power Corporation (NYSE: SMR), the industry leading provider of proprietary and innovative advanced small modular reactor (SMR) technology, and MillenniTEK, an advanced nuclear materials manufacturer, today announced that they have successfully fabricated first-of-a-kind boron-oxide pellets for NuScale’s passive emergency core cooling system (ECCS).
The achievement marks an important step in NuScale’s continued progress toward commercialization readiness by furthering the development of specialized components and manufacturing processes that support the deployment of its U.S. Nuclear Regulatory Commission (NRC) approved SMR technology.
It also demonstrates NuScale’s commitment to safety, technical rigor, and the continued maturation of its supply chain and manufacturing capabilities. Upon ECCS actuation in a plant with NuScale technology, the pellets are designed to dissolve into the reactor coolant to help control and maintain core reactivity at safe levels without operator intervention.
“NuScale’s technology is built on a commitment to safety, simplicity, and deployability, and this milestone reflects the continued progress we are making to prepare our technology and supply chain for commercial deployment in the near-term,” said John Hopkins, NuScale President and Chief Executive Officer. “By working with experienced advanced nuclear manufacturers like MillenniTEK, we are progressing the production-ready processes needed to support our first customer deployments and bring NuScale’s technology – the only SMR with NRC approval – to market.”
“This first-of-a-kind fabrication milestone demonstrates MillenniTEK’s ability to support the advanced manufacturing needs of next-generation nuclear technologies,” said Steve Getley, MillenniTEK President. “We are proud to work with NuScale to help mature a critical manufacturing process that supports the safe and reliable deployment of its small modular reactor technology.”
NuScale remains focused on advancing the commercialization of its technology through disciplined engineering, manufacturing readiness, supply chain development, and customer deployment planning. As the only SMR technology with NRC-approved designs, NuScale continues to build the technical and industrial foundation needed to deliver reliable, carbon-free energy for customers around the world.
About NuScale Power
Founded in 2007, NuScale Power Corporation (NYSE: SMR) is the industry-leading provider of proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. The NuScale Power Module™, the Company’s groundbreaking SMR technology, is a small, safe, pressurized water reactor that can each generate 77 megawatts of electricity (MWe) or 250 megawatts thermal (gross), and can be scaled to meet customer needs through an array of flexible configurations up to 924 MWe (12 modules) of output.
As the first and only SMR to have its designs certified by the U.S. Nuclear Regulatory Commission, NuScale is well-positioned to serve diverse customers across the world by supplying nuclear energy for electrical generation, data centers, district heating, desalination, commercial-scale hydrogen production, and other process heat applications.
To learn more, visit NuScale Power’s website or follow us on LinkedIn, Facebook, Instagram, X, and YouTube.
About MillenniTEK
MillenniTEK was formed in 2010 by a management buy-out of Millennium Materials, a company that was owned by the UK company, Dyson Group PLC. In 2024, Houston based Pelican Energy Partners acquired the company.
MillenniTEK focuses on innovation and quality, our NQA-1 focused team has doubled production capacity, achieved yields greater than 95%, and introduced new ceramic product lines. Whether it’s technical ceramic manufacturing or rapid prototyping, MillenniTEK is dedicated to changing the world through cutting-edge materials.
The company is split into two divisions, the first being technical ceramic manufacturing where we convert materials that are in powder form into solid high tolerance components, in a high production output environment. The second division develops prototype parts in an array of high temperature materials to support the emerging SMR, Microreactor and Space Reactor sectors. To learn more, visit MillenniTEK’s website.
Forward Looking Statements
This release contains forward-looking statements (including without limitation statements containing words such as "will," "believes," "expects," “anticipates,” "plans" or other similar expressions). These forward-looking statements may include statements relating to our strategic and operational plans, expectations (including regarding our market positioning, our progress toward deploying our technology, the market for nuclear energy and providing energy technology for communities around the world), future growth, and the outlook of our business.
Our actual results may differ materially from what may be included in forward-looking statements as a result of a number of factors, including, among other things, the following: our ability to enter into binding contracts with customers to deliver NPMs; competition from other nuclear reactor technologies; delays in the development and manufacturing of NPMs and related technology; the possibility that we may continue to incur losses in the future and may not be able to achieve or maintain profitability; the cost of electricity generated from nuclear sources or our NPMs may not be cost competitive; the market for SMRs is not yet established and may not achieve growth as expected; our dependence on our relationships with ENTRA1 and other strategic partners; risks related to the Partnership Milestones Agreement that we entered into with ENTRA1; our ability to manage our growth effectively; our need for additional funding in the future; our partners’ and potential customers’ ability to secure funding; manufacturing and construction issues, including that our supply base in constrained; the politically sensitive environment we operating in and the public perception of nuclear energy; our dependence on senior management and other highly skilled personnel; our ability to obtain design approvals internationally; our customers’ ability to obtain required regulatory approvals on a timely basis or at all; compliance with environmental laws and evolving government laws and regulations; the impact of changing trade policies and new or increased tariffs; risks related to cybersecurity; changes in tax laws; our ability to protect our intellectual property; our limited number of authorized shares available for issuance; the price of our Class A common stock may be volatile; additional sales of our common stock or exercise of our options could result in dilution to our stockholders; we have and may in the future be subject to short selling strategies; NuScale Power, LLC being treated as a corporation for U.S. federal income tax or state tax purposes; and requirements under the Tax Receivable Agreement. Caution must be exercised in relying on these and other forward-looking statements. Due to known and unknown risks, our results may differ materially from its expectations and projections.
Additional information concerning these and other factors can be found in the Company's public periodic filings with the Securities and Exchange Commission, including the general economic conditions and other risks, uncertainties and factors set forth in the sections entitled “Risk Factors” in our Annual Report on Form 10-K for the year ended December 31, 2025 and in subsequent filings we make with the SEC. The referenced SEC filings are available either publicly or upon request from NuScale's Investor Relations Department at [email protected]. The Company disclaims any intent or obligation other than as required by law to update or revise any forward-looking statements.
Navitas oznámila, že první dodávky 5. generace GaNFast vyrobené v USA ve spolupráci s GlobalFoundries začnou v září. Cílí na AI infrastrukturu a kritickou infrastrukturu.
Combining Navitas’ proprietary Gen 5 GaNFast™ technology and expertise with GlobalFoundries’ advanced U.S. 200mm manufacturing and process baseline strengthens U.S. leadership in GaN and secures the domestic supply chain for next-generation AI and critical infrastructure
TORRANCE, Calif., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today announced that the first shipments of U.S.-manufactured 5th Generation GaNFast™ technology, in partnership with GlobalFoundries (GF), will begin in September, marking a major milestone in strengthening the domestic GaN ecosystem for AI infrastructure and critical national security applications.
In November 2025, Navitas and GF announced a long-term strategic partnership to accelerate U.S. GaN innovation and domestic manufacturing. Navitas developed its Gen 5 GaNFast FETs and power integrated circuits (ICs) for production at GF’s US based 200mm GaN-on-Si manufacturing facility in Burlington, Vermont.
The first shipment of the Gen 5 GaNFast family marks a major milestone in the Navitas-GF collaboration, bringing Navitas’ next-generation GaNFast technology into a U.S. production foundry for AI infrastructure, performance computing, industrial electrification, and critical national security applications.
Since 2014, Navitas has pioneered GaN power semiconductor innovation, establishing industry leadership in GaNFast FETs and power ICs that integrate power, drive, control, sensing and protection. With more than 300 issued and pending patents across GaN and SiC, Navitas has built deep proprietary expertise in GaN process design kits (PDKs), device architectures and integrated power technologies.
Working closely with GF, Navitas applied this expertise to optimize its proprietary Gen 5 GaNFast technology and device architectures for manufacturing on GF’s advanced 200 mm GaN-on-silicon platform. Combined with GF’s decades of semiconductor manufacturing expertise and high-volume production capabilities, the partnership delivers a trusted U.S.-based supply of advanced GaN power semiconductors for AI infrastructure and other critical applications.
“This milestone demonstrates the strength of American innovation and manufacturing,” said Chris Allexandre, President and CEO of Navitas. “Together with GlobalFoundries, we have established a trusted US-domestic manufacturing source for our GaNFast Gen 5 and future generations, which will play a critical role in powering AI infrastructure and high-performance computing while strengthening the resilience of the U.S. semiconductor ecosystem.”
“The first shipment from our U.S. manufacturing line demonstrates how GF and Navitas are turning advanced GaN innovation into a secure, scalable domestic supply,” said Kannan Soundarapandian, senior vice president of GF’s power business. “By combining Navitas’ power semiconductor leadership with GF’s manufacturing expertise, we are enabling the high-efficiency power solutions needed for AI infrastructure and other critical applications while strengthening the resilience of the U.S. semiconductor ecosystem.”
The initial product family is expected to include 650 V GaN FETs with RDS(ON) values of 11mΩ, 18mΩ, 50mΩ, 120mΩ, and 150mΩ, with first wafers scheduled to ship in September, internal samples in October, and strategic customer samples before the end of the year.
To learn more about Navitas’s capabilities in GaN technology, please contact a Navitas Representative or email: [email protected].
About Navitas
Navitas Semiconductor (Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, performance computing, energy and grid infrastructure, and industrial electrification. With more than 30 years of combined expertise in wide-bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™ high-voltage SiC devices leverage patented ‘trench-assisted planar technology’ to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral®-certified.
About GlobalFoundries
GlobalFoundries (GF) is a leading manufacturer of essential semiconductors, enabling AI at scale from the cloud to the physical world. Through deep partnerships with customers, GF delivers differentiated, power-efficient and high-performance solutions for automotive, aerospace and defense, data center, smart mobile devices, internet of things and other high-growth markets. With global manufacturing operations across the U.S., Europe and Asia, GF is a trusted and holistic technology partner for customers around the world. GF’s talented, global team remains focused every day on security, longevity and sustainability. For more information, https://gf.com/.
Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.
Contact Information
Navitas Semiconductor
Vipin Bothra [email protected]
Navitas Investor Contacts
Leanne Sievers | Brett Perry
Shelton Group [email protected]
Cautionary Statement Regarding Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and, forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section of our most recent annual report on Form 10-K, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/13ece1b8-bb44-4193-967f-12611bb3a173
USA Rare Earth uzavřela 2. čtvrtletí s hotovostí asi 1,53 miliardy USD, ale jen 5,8 milionu USD tržeb. Firma zároveň plánuje akvizici Serra Verde za zhruba 2,8 miliardy USD.
USA Rare Earth's (USAR -0.95%) goal is to become a leader in critical minerals and a leading production partner for rare-earth elements, oxides, metals, and magnets. The company went public through a merger with a special purpose acquisition company (SPAC) in 2025, and it's been raising capital by selling its stock. Notably, the mining specialist has sold a significant equity stake to the U.S. government -- with the initial deal working out to a 10% ownership position and options to exercise warrants that could bring the government's ownership position as high as 16%.
Thanks to the company's fundraising moves, USA Rare Earth closed out the second quarter with a cash position of roughly $1.53 billion. Meanwhile, the company generated just $5.8 million in revenue in the quarter. With its current market capitalization at roughly $4.4 billion, even though the business is generating very little in sales, how should investors value the company?
Image source: Getty Images.
USA Rare Earth is a speculative bet with real catalysts Rare-earth elements and the broader category of critical minerals are essential for a wide range of defense and commercial technologies, and the U.S.'s ability to source these crucial building blocks represents a potentially foundational supply chain fault line with huge economic and national security implications.
China currently dominates the global market for the extraction and processing of rare-earth elements and critical minerals, and the U.S. and its allies are heavily reliant on its exports. Meanwhile, relations between the U.S. and China have generally become more adversarial, and China has moved to restrict access to minerals as a key point of leverage against its geopolitical rivals.
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In response to sourcing dynamics surrounding critical minerals, the U.S. is taking steps and moving quickly to increase its ability to reduce its reliance on China for important metals and elements. So while USA Rare Earth is currently generating little revenue relative to its valuation, there are good reasons to think that the business will scale rapidly.
USA Rare Earth is on track for a transformative acquisition In April, USA Rare Earth announced that it had entered into an agreement to acquire Brazilian rare-earth specialist Serra Verde for roughly $2.8 billion. The deal will see USA Rare Earth pay $300 million in cash and issue roughly 126.5 million new shares of common stock to Serra Verde -- a deal that will be hugely dilutive for shareholders but one that also looks poised to have a beneficial, transformative impact.
To facilitate the deal, the U.S. Department of Defense created a $1.55 billion special-purpose vehicle that includes $750 million in direct investment, $300 million in rare-earth element purchases, and $500 million in credit. With the acquisition's completion, USA Rare Earth projects that Serra Verde alone is on track to reach an annualized run rate for earnings before interest, taxes, depreciation, and amortization (EBITDA) between $550 million and $650 million by the end of 2027. Meanwhile, it expects that the combined company will generate roughly $1.8 billion in EBITDA in 2030. If USA Rare Earth hits that target, shares could be significantly undervalued at current prices.
Comstock uzavřel předběžnou dohodu se SOCAR o strategickém partnerství v hodnotě 1,65 miliardy USD, které má snížit čistý dluh z 3,1 miliardy USD na 1,5 miliardy USD. Současně oznámil těžební joint venture s Jerry Jonesem za zhruba 450 milionů USD.
FRISCO, TX, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Comstock Resources, Inc. (NYSE and NYSE Texas: CRK) ("Comstock" or the "Company") announced today that it has entered into a letter of intent with the State Oil Company of the Azerbaijan Republic ("SOCAR") under which SOCAR or a wholly owned subsidiary of SOCAR would acquire, subject to the terms of the letter of intent and a definitive purchase and sale agreement, (i) a non-operated working interest representing 20% of Comstock's interest in its Legacy Haynesville upstream assets, (ii) a non-operated working interest equal to 15% of Comstock's interest in its Western Haynesville upstream assets, reducing to 7.5% after five years and once SOCAR has achieved a 15% return on investment in those assets, and (iii) 15% of Comstock’s 73% ownership interest in Pinnacle Gas Services LLC, which provides midstream services to the Western Haynesville, for an aggregate purchase price of $1.65 billion in cash, subject to customary purchase price adjustments. The letter of intent binds the parties to negotiate in good faith a definitive purchase and sale agreement, with the parties targeting execution by October 31, 2026, and a closing by year end, in each case subject to the progress of negotiations. Closing will be subject to customary conditions, including any required government and third-party approvals. The transaction will have an effective date of July 1, 2026.
Under the strategic partnership, SOCAR will have the opportunity to participate in future opportunities generated by Comstock in the Legacy and Western Haynesville at the same percentages SOCAR is acquiring in the transaction and SOCAR will provide opportunities for Comstock to market its natural gas to international customers.
Key Transaction Benefits to Comstock
Validation of the Value of Comstock’s Asset Base – The $1.65 billion purchase price provides strong validation of the value upside represented by Comstock's upstream and midstream platforms. Introduces a Reputable International Strategic Partner – SOCAR brings its large investment-grade balance sheet to help accelerate value creation for Comstock’s investors as well as the benefits of its Global LNG marketing operations. Strengthens Balance Sheet – Comstock intends to use the proceeds from the transaction to reduce total indebtedness which will substantially reduce financial leverage and enhance financial liquidity. Pro forma for the transaction, Comstock's net debt reduces from $3.1 billion to $1.5 billion as of June 30, 2026. Accelerated Development of the Western Haynesville – The resulting stronger balance sheet will support continued delineation and development of Comstock's 545,000 net acres in the Western Haynesville, one of the largest undeveloped natural gas resources in the United States, positioned to serve growing LNG, power generation and data center demand along the Gulf Coast, including the Texas Power Generation Hub in Anderson County, Texas. Comstock Retains Operational Control – Comstock will remain operator of all upstream assets and will continue to manage, operate and control Pinnacle Gas Services. Future development and SOCAR's rights to pro rata participation in future leasing and acquisitions within an area of mutual interest will be governed by a development and ownership agreement as a part of the transaction. Balanced Long-Term Value Sharing - The transaction structure provides SOCAR with the opportunity to achieve a 15% return on its investment while retaining a 7.5% long-term interest in the Western Haynesville upstream assets thereafter. At the same time, the agreed reversion mechanism provides Comstock with increased participation in the future upside of the assets, creating a balanced structure that aligns both parties around their long-term performance. $450 million Haynesville Drilling Venture
Comstock also announced that it has entered into a Haynesville shale drilling venture with Jerry Jones, the Company's majority stockholder. Beginning September 1, 2026, a partnership owned by the Jones family will fund the drilling and completion costs of 85% of 18 Western Haynesville wells and 80% of nine Legacy Haynesville wells being drilled and completed by Comstock over the next twelve months, which is expected to cost approximately $450 million. After a 15% return on investment is achieved, 50% of the interest in the wells will revert to Comstock. The drilling venture will support the continued development and delineation of Comstock's 545,000 net acres in the Western Haynesville and provide volumes to Pinnacle Gas Services as well as strengthen Comstock's balance sheet.
M. Jay Allison, Chairman and Chief Executive Officer of Comstock, commented: "We are excited to announce a strategic alliance with SOCAR. This partnership introduces a reputable international strategic partner to help accelerate value creation for our investors, while allowing us to materially reduce debt and fully fund the planned development of our Western Haynesville acreage — all while Comstock retains operatorship and control of the upstream and midstream assets while maintaining substantial upside through the reversionary structure. We are also excited about the investment Jerry Jones is making in our Haynesville drilling program which will strengthen our balance sheet and allow us to continue to create value in our vast Western Haynesville assets."
Rovshan Najaf, President of SOCAR, commented: "This partnership brings together SOCAR's and Comstock's extensive experience and capabilities, creating a strong foundation for the further expansion of our strategic cooperation. We are pleased to invest alongside a team with a demonstrated track record in developing the Haynesville and Western Haynesville, and we look forward to a long-term partnership."
Advisors
Wells Fargo is acting as financial advisor to Comstock and O'Melveny & Myers LLP is serving as its legal counsel. J.P. Morgan Securities LLC is acting as financial advisor to SOCAR and Baker Botts LLP is serving as its legal counsel.
About Comstock Resources
Comstock Resources, Inc. is a leading independent natural gas producer with operations focused on the development of the Haynesville shale in North Louisiana and East Texas. The Company's stock is traded on the NYSE and the NYSE Texas under the symbol CRK.
About Pinnacle Gas Services
Pinnacle Gas Services LLC is a Delaware limited liability company and a subsidiary of Comstock. Pinnacle owns and operates the Pinnacle gathering and treating system, which supports Comstock’s Western Haynesville natural gas operations in East Texas.
About SOCAR
SOCAR, a global energy company headquartered in Azerbaijan, specializes in the extraction, processing, and distribution of energy resources. As the largest integrated energy enterprise in the South Caucasus, SOCAR has a significant international presence, reflecting its important role across global energy markets.
Forward-Looking Statements
This press release may contain "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995, including statements regarding the expected execution of a definitive agreement, the expected timing and completion of the proposed transaction, the receipt of required regulatory approvals, the anticipated use of proceeds, expected leverage and interest savings and future development plans. Such statements are based on management’s current expectations and are subject to a number of factors and uncertainties which could cause actual results to differ materially from those described herein, including the risk that a definitive agreement is not executed, that required approvals are not obtained or are delayed, or that the transaction is not completed on the terms described or at all. Although the Company believes the expectations in such statements to be reasonable, there can be no assurance that such expectations will prove to be correct. Information concerning the assumptions, uncertainties and risks that may affect the actual results can be found in the Company's filings with the Securities and Exchange Commission ("SEC") available on the Company's website or the SEC's website at sec.gov.
Ron Mills
Vice President of Finance and Investor Relations
Comstock Resources
972-668-8834 [email protected]
NOVONIX uvedla, že její projekt Riverside byl vybrán do jihokorejsko-americké vládou vedené infrastrukturní iniciativy. Program má propojit americké projekty s korejskými firmami, investory a strategickými finančními partnery.
CHATTANOOGA, Tenn., Sept. 01, 2026 (GLOBE NEWSWIRE) -- NOVONIX Limited (NASDAQ: NVX, ASX: NVX) ("NOVONIX" or the "Company"), a leading battery materials company, welcomes the announcement by the Republic of Korea’s Ministry of Land, Infrastructure and Transport (“MOLIT”) and the Korea Overseas Infrastructure & Urban Development Corporation (“KIND”) that the Company’s Riverside synthetic graphite AAM manufacturing project has been selected for inclusion in a South Korea-U.S. government-led infrastructure initiative designed to connect major U.S. projects with Korean companies, investors and strategic financing partners.
As part of the initiative, MOLIT and KIND introduced a select group of U.S. projects to Korean construction companies, trading firms and infrastructure investors through a dedicated seminar in Seoul on August 27th. NOVONIX's Riverside project was included among approximately ten projects identified through high-level discussions between the U.S. and Korean governments.
The program is intended to convert government-to-government cooperation into commercial opportunities by connecting project developers with Korean industry participants, financial institutions and public agencies. The Korean government has also indicated it will support interested participants through coordinated "Team Korea" partnerships and KIND's strategic financial support capabilities.
"We are honored that the Riverside project has been selected for review as part of this significant Korea-U.S. infrastructure initiative," said Mike O'Kronley, Chief Executive Officer of NOVONIX. "The inclusion of Riverside in this program provides an opportunity to introduce our project to leading Korean companies and institutions as we continue advancing one of North America's most important battery materials manufacturing platforms. We are particularly encouraged by the collaborative approach being taken by MOLIT and KIND, including the potential to connect projects with strategic partners and financing resources that can help accelerate development."
The Riverside project was presented alongside a limited number of other U.S. infrastructure and industrial development opportunities identified through ongoing cooperation between the United States and Korean governments. Through the initiative, Korean companies will evaluate potential participation opportunities while KIND and other public agencies work to facilitate project development, strategic partnerships and financing support.
Original Korean announcement: https://n.news.naver.com/article/016/0002688574?sid=101
About NOVONIX
NOVONIX is building a resilient North American battery materials supply chain to reduce risk and support U.S. energy independence. Headquartered in Chattanooga, Tennessee, the company produces high-performance synthetic graphite anode materials for lithium-ion batteries, serving energy storage, electric vehicles, and industrial markets. Through proprietary technologies and expanding manufacturing capacity, NOVONIX is scaling critical battery materials to meet growing global demand.
Cautionary Note Regarding Forward-Looking Statements
This communication contains forward-looking statements about the Company and the industry in which it operates. Forward-looking statements can generally be identified by use of words such as “anticipate,” “believe,” “contemplate,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “predict,” “project,” “should,” “target,” “will,” or “would,” or other similar expressions. Examples of forward-looking statements in this communication include, among others, statements made regarding anticipated qualification and production and the timelines therefor, the deployment and scaling of furnace technology and the timeline therefor, the creation and development of new technology, and efforts to develop a North American battery materials supply chain.
The Company has based such statements on current expectations and projections about future events and trends that it believes may affect its financial condition, results of operations, business strategy and financial needs. Such forward-looking statements involve and are subject to known and unknown risks, uncertainties and other factors which may cause actual results, performance, or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements. Such factors include, among others, the timely deployment and scaling of its furnace technology, ability to meet the technical specifications and demand of existing and future customers, the accuracy of estimates regarding market size, expenses, future revenue, capital requirements, needs and access for additional financing, the availability and impact and compliance with the applicable terms of government funding and other support, ability to obtain patent rights effective to protect its technologies and processes and successfully defend any challenges to such rights and prevent others from commercializing such technologies and processes, and regulatory and economic developments in the United States, Australia, and other jurisdictions. These and other factors that could affect its business and results are included in its filings with the U.S. Securities and Exchange Commission (“SEC”), including the Company’s most recent annual report on Form 20-F. Copies of these filings may be obtained by visiting the Company’s Investor Relations website at www.novonixgroup.com or the SEC’s website at www.sec.gov.
Forward-looking statements are not guarantees of future performance or outcomes, and actual performance and outcomes may differ materially from those made in or suggested by the forward-looking statements contained in this communication. Accordingly, you should not place undue reliance on forward-looking statements. Any forward-looking statement in this communication is based only on information currently available to us and speaks only as of the date on which it is made. The Company undertakes no obligation to update any forward-looking statement, whether written or oral, that may be made from time to time, whether as a result of new information, future developments or otherwise, except as required by law.
Silver Bow Mining oznámila na Rainbow Blocku v Butte dosud nejvyšší záchyt: 994,2 g/t AgEq na 4,0 m, včetně 1 586,1 g/t AgEq na 2,3 m. Výsledky potvrzují vysokou mineralizaci mimo současný odhad zdrojů.
BUTTE, Mont.--(BUSINESS WIRE)--Silver Bow Mining Corp. (NYSE American: SBMT) (“Silver Bow Mining” or the “Company”) is pleased to announce assay results from drill holes SBM26-03 and SBM26-04 from its ongoing 25,000-foot diamond drilling program at the Rainbow Block Project in Butte, Montana.
Silver Bow Mining reports 994.2 g/t AgEq over 4.0 m at the Rainbow Block in Butte, Montana, including 1,586.1 g/t AgEq over 2.3 m.
Share Highlights
SBM26-03 – Badger Vein: 4.0 m grading 994.2 g/t silver equivalent (“AgEq”) (309.0 g/t Ag, 1.85 g/t Au, 9.98% Zn, 5.75% Pb). including 2.3 m grading 1,586.1 g/t AgEq (455.0 g/t Ag, 2.76 g/t Au, 17.13% Zn, 9.71% Pb). SBM26-04 – Jessie Vein: 2.0 m grading 693.1 g/t AgEq (61.6 g/t Ag, 0.17 g/t Au, 13.77% Zn, 4.83% Pb). SBM26-04 – State Vein: 1.6 m grading 502.0 g/t AgEq (103.8 g/t Ag, 0.31 g/t Au, 8.19% Zn, 2.96% Pb). Three surface drill rigs are operating at the Rainbow Block with approximately 13,500 feet of the previously announced 25,000-foot Phase I diamond drill program now complete. The results from SBM26-03 and SBM26-04 follow the Company's June 22, 2026 drill results and provide additional evidence of high-grade polymetallic mineralization within the Badger Vein. The Badger Vein intercept from SBM26-03 is located approximately 125 meters (400 feet) beyond the boundary of the current Inferred Mineral Resource estimate (“MRE”) and approximately 125 meters from the Badger Vein intercept in SBM26-01, which returned 3.7 meters (“m”) grading 651.0 g/t AgEq (102.9 g/t Ag, 0.24 g/t Au, 11.23% Zn and 4.84% Pb).
The locations of the four Badger Vein drill-hole intercepts relative to the current MRE, historical mine workings and the interpreted Badger-State vein system are shown in Figure 1. Tables 1 and 2 provide assay highlights from SBM26-03 and SBM26-04.
Current Rainbow Block Mineral Resource and Exploration Program
Silver Bow Mining’s Rainbow Block hosts an Inferred Mineral Resource of 10.4 million tonnes grading 507.4 g/t AgEq (146.7 g/t Ag, 1.7 g/t Au, 4.59% Zn, and 1.25% Pb) containing 49.16 million ounces silver, 0.55 million ounces gold, 0.47 million tonnes zinc, and 0.13 million tonnes lead.
The Company's current diamond drilling program is designed to test the extent of mineralization outside the current MRE and support potential expansion of the Rainbow Block mineral resource. None of the reported mineralized intercepts from the current drill program are located within the boundaries of the current MRE.
Silver Bow Mining plans to complete an updated MRE for the Rainbow Block in the first half of 2027. The planned update is expected to incorporate results from the Company's current drilling program together with historical assay information from drilling and underground sampling conducted by previous operators, subject to completion of the necessary compilation, validation and verification of such historical information.
“The 4-meter intercept in SBM26-03 grading 994.2 g/t AgEq, including a 2.3-meter core at 1,586.1 g/t AgEq, is the strongest interval we have drilled to date at the Rainbow Block,” said Phillip Nickerson, PhD, CPG, Vice President of Exploration. “Beyond the grades themselves, what stands out is that this intercept sits approximately 125 meters, or 400 feet, west of the high-grade intersection in our first hole of the season, SBM26-01, which returned 651.0 g/t AgEq over 3.7 meters. These results provide further evidence of potential high-grade mineralization not only along the Badger Vein, but also across several sub-parallel vein systems, and support our continued work to expand the current resource estimate. We believe we are still in the early stages of characterizing the scale and extent of the mineralized system at the Rainbow Block.”
“These results continue what we believe is a strong start to the 2026 drilling program at the Rainbow Block,” said Travis Naugle, Chairman and CEO. “With three surface drill rigs operating, we are focused on building the body of technical data needed to evaluate the broader potential of the numerous Rainbow Block vein systems and support an updated Mineral Resource estimate in the first half of 2027. The combination of high-grade silver with significant zinc and lead mineralization is a key attribute of the Rainbow Block and is particularly important given the growing strategic importance of these Critical Minerals to the United States. As our Phase I drilling continues and we prepare to advance our exploration program from underground locations, our focus is on systematically testing the broader mineralized system on the Rainbow Block and building the technical foundation to further define its scale and growth potential.”
Additional Drill Intersections
In addition to the high-grade Badger Vein intercept, SBM26-03 intersected mineralization interpreted as the Unnamed Vein, North Edith May Vein and North Badger Vein, all outside the current MRE.
SBM26-04 intersected multiple mineralized veins outside the current MRE, including the Badger Vein, State Vein, North State Vein, Poser Fault Vein, Jessie Vein and Rainbow Vein. The strongest interval in hole SBM26-04 was from the Jessie Vein, which returned 2.0 meters grading 693.1 g/t AgEq (61.6 g/t Ag, 0.17 g/t Au, 13.77% Zn and 4.83% Pb).
In SBM26-04, poor drilling conditions were encountered from 602.6 to 603.8 meters and no core was recovered from the 1.2-meter interval. This interval of no core recovery was closely followed by a 1.4-meter mineralized intercept from the Rainbow Vein which graded 253.2 g/t AgEq (78.0 g/t Ag, 0.06 g/t Au, 3.60% Zn and 1.60% Pb). Given the poor recovery, the full extent of the Rainbow Vein intersected in SBM26-04 is uncertain.
The Company's surface drilling campaign is expected to continue through 2026 and is regulated by the Montana Department of Environmental Quality pursuant to Exploration License No. 00857.
Badger Vein
The Badger Vein lies adjacent to the historic Badger Shaft and was historically mined between the 1,200- and 2,200-foot levels, below the current water table. A review of the extensive historical geological information available to the Company indicated that west of the shaft, the Badger Vein was offset by a fault and continued west, merging with the State Vein as illustrated in Figure 1. Silver Bow Mining’s Phase I drilling has now confirmed the westerly extension of the Badger Vein.
The Company continues to use historical geological and mining information to target extensions of known vein systems across the Rainbow Block.
Technical Disclosure
Mineral Resource Estimate: The Company's current Inferred Mineral Resource for the Rainbow Block is disclosed in the Technical Report Summary prepared in accordance with the requirements of Subpart 1300 of Regulation S-K titled, Technical Report Summary: Rainbow Block, Butte Mining District, Silver Bow County, Montana, USA, and the National Instrument 43-101 – Standards of Disclosure for Mineral Projects technical report titled, Technical Report on the Rainbow Block Property, Butte Mining District, Silver Bow County, Montana, USA, each with an effective date of December 31, 2024 and updated February 3, 2026, prepared by Jacob Anderson, CPG, MAusIMM of Dahrouge Geological Consulting.
Mineral resources are not mineral reserves and do not have demonstrated economic viability. Inferred Mineral Resources have a high degree of geological uncertainty and may not be considered when assessing the economic viability of a mining project or converted to mineral reserves. There is no assurance that any Inferred Mineral Resource will be upgraded to a higher category through continued exploration or that any mineral resource will ultimately be converted to a mineral reserve.
Sample Preparation and Analytical Methods: Diamond drill core was logged, photographed and sampled by Silver Bow personnel at the Company’s Butte core logging facility. Sample intervals were selected based on geologic criteria and ranged from approximately 1 to 5 feet. Core selected for analysis was sawn longitudinally, with one-half submitted for analysis and the remaining one-half retained for reference in Silver Bow Mining secure core storage facilities.
Samples were individually bagged and transported under chain-of-custody procedures by courier to ALS Global (“ALS”) in Elko, Nevada. ALS is independent of Silver Bow Mining. The ALS laboratories used for the analyses reported herein are accredited to ISO/IEC 17025.
Samples were prepared using ALS method PREP-31BY, which includes crushing to 70% passing 2 millimeters, rotary splitting of a 1-kilogram sample, and pulverization to 85% passing 75 microns. Silver and gold were analyzed using ALS method ME-GRA22, consisting of a 50-gram fire assay with a gravimetric finish. Zinc, lead and indium were analyzed using ALS method ME-MS61, consisting of four-acid digestion followed by inductively coupled plasma mass spectrometry (ICP-MS) and inductively coupled plasma atomic emission spectrometry (ICP-AES). Samples returning values above the upper analytical limits of the primary methods were re-analyzed using appropriate over-limit methods. High-grade silver samples were analyzed using Ag-OG62, and high-grade zinc and lead samples were analyzed using Zn-OG62 and Pb-OG62.
Quality Assurance and Quality Control: Silver Bow Mining maintains a quality assurance and quality control (“QA/QC”) program for its diamond drilling that includes the systematic insertion of blanks and certified reference materials into the sample stream at a combined rate of approximately 10% or one QA/QC sample per 10 samples. ALS Global also performs its own internal laboratory QA/QC procedures.
QA/QC results for SBM26-03 and SBM26-04 were reviewed by the Company's Qualified Person. Some certified reference materials performed outside the Company's established acceptance criteria for Au in SBM26-03. Re-assays were performed on the CRM pulps of concern and surrounding samples (±5) to verify result consistency. Re-assays of surrounding samples showed excellent agreement with original results, with no systematic bias. One assay discrepancy was identified (22.7 ppm Au original vs. 1.76 ppm Au re-assay); a review of fire assay and gravimetric records by ALS indicated an isolated carryover event during gravimetric processing as the likely cause, rather than a broader analytical issue. Based on this review, the Qualified Person considers the analytical results reported in this release to be reliable.
Silver Equivalent Calculation: AgEq grades reported in this news release use metal prices and estimated recovery assumptions consistent with the Company's current MRE. The following metal prices were used: silver – $25.00/oz; gold – $2,500/oz; zinc – $1.31/lb; and lead – $0.90/lb. Estimated metallurgical recoveries of 90% were applied to each metal included in the calculation.
AgEq is calculated by determining the per-ton in-situ value of silver, gold, zinc and lead, applying the respective estimated metallurgical recovery to each metal, summing the resulting values and dividing the total by the silver price adjusted by the estimated silver recovery. Indium is reported separately and is not included in the AgEq calculation.
The metallurgical recovery assumptions used in the AgEq calculation are consistent with those used in the current Rainbow Block resource estimate. Actual metallurgical recoveries have not been established for the specific mineralized intervals reported in this release and may differ from the assumptions used.
Qualified Person and Data Verification: The scientific and technical information contained in this news release has been reviewed and approved by Phillip Nickerson, PhD, CPG, Vice President of Exploration of Silver Bow Mining Corp., who is a “Qualified Person” as defined by National Instrument 43-101 – Standards of Disclosure for Mineral Projects of the Canadian Securities Administrators and a “Qualified Person” as defined by Subpart 1300 of Regulation S-K of the U.S. Securities and Exchange Commission.
Dr. Nickerson specifically reviewed the analytical and QA/QC data supporting the drill results reported in this news release and considers the results reliable for the purposes of this disclosure. No limitations on or failures to verify the data were identified that could materially affect the results reported herein.
About Silver Bow Mining Corp.
Silver Bow Mining Corp. is a minerals exploration company advancing the Butte Mining District of Montana, targeting a broad suite of U.S.-designated Critical Minerals, including silver, copper, zinc, lead, manganese, germanium, gallium, antimony, bismuth and indium, alongside gold. The Company holds approximately 4,210 acres of patented mineral claims and approximately 1,427 acres of surface lands across multiple claim blocks in this historically prolific district, including the flagship Rainbow Block.
On Behalf of Silver Bow Mining Corp.,
Travis Naugle, Chairman and Chief Executive Officer
Forward-Looking Statements
This news release contains forward-looking statements within the meaning of the U.S. Securities Act of 1933, as amended, the U.S. Securities Exchange Act of 1934, as amended, and forward-looking information within the meaning of applicable Canadian securities laws. All statements, other than statements of historical fact, included in this news release that address activities, events or developments that we expect or anticipate will or may occur in the future are forward-looking statements and forward-looking information. When used in this news release or elsewhere, words such as “anticipate,” “believe,” “estimate,” “expect,” “intend,” “may,” “plan,” “potential,” “project,” “target,” “will,” “could,” “should,” and similar expressions, or statements that certain actions, events or results “may,” “could,” “would,” “should,” “might” or “will” occur or be achieved, often, but not always, identify forward-looking statements and forward-looking information.
These forward-looking statements and forward-looking information include, but are not limited to, statements regarding the Company’s ongoing 25,000-foot diamond drilling program at the Rainbow Block; the continuation and timing of the Company’s 2026 drilling program; the continued operation of three surface diamond drill rigs; continued exploration and drilling of the Badger-State vein system and other vein systems at the Rainbow Block; the objectives and anticipated results of the Company’s exploration and drilling programs; the potential scale, continuity, extent and quality of mineralization; the potential to extend known mineralized vein systems; the potential expansion of the Rainbow Block Mineral Resource; the Company’s plans and timing for completion of an updated Mineral Resource estimate in the first half of 2027; the potential incorporation into a future Mineral Resource estimate of results from the Company’s current drilling program and historical drilling and underground sampling information; the compilation, validation and verification of such historical information; the potential significance of the Rainbow Block and its mineralization in the context of U.S. critical and strategic minerals policy; and other similar statements regarding the Company’s exploration and development plans for the Rainbow Block.
Forward-looking statements and forward-looking information are based on the Company’s current expectations and are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including the risk that additional drilling and assay results may not confirm the continuity, grade, extent or quality of mineralization; the risk that drilling may not extend known mineralized vein systems or support an expansion of the current Mineral Resource estimate; uncertainty associated with Mineral Resource estimates, including the high degree of geological uncertainty associated with Inferred Mineral Resources; the risk that Inferred Mineral Resources may not be upgraded to a higher category through continued exploration or ultimately converted to Mineral Reserves; the ability to compile, validate and verify historical drilling, assay and underground sampling information to the standard required for its use in a future Mineral Resource estimate; the timing and completion of the Company’s exploration and drilling programs and an updated Mineral Resource estimate; changes in U.S. laws, regulations, executive orders, policies or government priorities relating to critical and strategic minerals; the Company’s future capital costs, operating costs, non-operating costs, and ability to raise capital on terms acceptable to the Company or at all; risks relating to the Company’s exploration activities in Montana; risks related to the Company’s mineral claims, including the validity, title and maintenance of mineral claims and property rights; risks in obtaining, maintaining or amending permits, licenses and future permitting and regulatory approvals; commodity-price fluctuations; litigation; and the inherently hazardous nature of mining-related activities and other operational and environmental risks inherent in mineral exploration and mining-related activities. Additional risk factors are discussed under the headings “Forward-Looking Statements” and “Risk Factors” in the Company’s Registration Statement on Form S-1, as amended, filed with the U.S. Securities and Exchange Commission on April 24, 2026, the Company’s Canadian prospectus dated April 29, 2026, filed on SEDAR+, and in other documents filed by the Company with the U.S. Securities and Exchange Commission and Canadian securities regulatory authorities.
Although the Company has attempted to identify important factors that could cause actual results to differ materially from those described in forward-looking statements and forward-looking information, there may be other factors that cause results not to be as anticipated, estimated or intended. Readers are cautioned not to place undue reliance on forward-looking statements and forward-looking information, which speak only as of the date of this news release. Except as required by applicable law, the Company undertakes no obligation to update or revise any forward-looking statements or forward-looking information, whether as a result of new information, future events or otherwise.
ARK Invest říká, že druhá Starbase SpaceX v Louisianě za 100 miliard USD je „masivně předimenzovaná“, ale má podpořit AI a Starlink. Winton tvrdí, že současná kapacita nestačí na plánované tempo startů.
Cathie Wood-led ARK Invest‘s Chief Futurist Brett Winton has weighed in on why Elon Musk and Space Exploration Technologies Corp. (NASDAQ:SPCX) are heavily investing in building a second Starbase spaceport in Louisiana.
Starbase Will Feature Multiple Starship TowersAccording to an investor note released by ARK on Monday, Winton said that the Starbase in Louisiana was a $100 billion commitment spanning roughly 125,000 acres at Pecan Island in Vermilion Parish and will feature five complexes, each equipped with two Starship towers.
It will start with ten launch pads and eventually expand to over a dozen towers supporting around 30 flights per day, Winton said, touting on-site propellant production, power generation, deep-water shipping, vehicle processing, employee housing, and likely an airport.
He also pointed to SpaceX President Gwynne Shotwell, who said that SpaceX’s current capacity cannot accommodate Starship’s intended launch cadence.
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ARK Invest anticipates this capacity will serve payloads worth trillions of dollars annually, starting with billions for Starlink and trillions for the Starmind AI constellation. Per ARK’s estimates, a single reusable Starlink-loaded Starship flight could generate about $4 billion in lifetime net cash flow against $1 billion in launch, satellite manufacturing, ground station, and acquisition costs, he wrote in the investor note.
An Opportunity Larger Than ARK Can ModelTaking to X on Monday, Winton expanded upon the note as he quoted an earlier post he made that detailed Starbase’s cost coming in just behind Gov. Gavin Newsom‘s (D-CA) California High Speed Rail Project, but it was for a reason. “We think this [Starlink] opportunity scales into the hundreds of billions of dollars before returns begin to decay,” Winton said in the post.
He added that the commercial space flight company was “going after a larger connectivity opportunity than we currently mode,” outlining SpaceX’s claimed $1.6 trillion opportunity compared to ARK’s $600 billion figure.
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“Starbase Louisiana is massively overbuilt for just serving connectivity,” he said. “The reason to build so big: the AI opportunity can compound at much larger scale,” Winton added.
“We think cost per GW on earth moves north of $60b per GW in 2029 and crosses $76b in 2032,” he said, talking about terrestrial data center costs per Gigawatt and how SpaceX’s AI satellites could weigh 2,000 kg each, while citing Starlink’s per-satellite cost of $1000/kg.
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“We also know that cost of launch will fall to something south of $100 per kg all-in if they can make Starship reuseable,” he said. He added that this could translate to SpaceX launching satellites for $38 billion per GW.
In the same thread, he outlined that “after the 100th launch of its AI satellites,” SpaceX will have brought the costs down to $32 billion per GW. “SpaceX should enjoy an undeniable cost advantage over every other player,” he said, but warned monetization could become a challenge.
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Price Action: SPCX shares fell 0.91% to $143.29 during pre-market trading on Tuesday.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by a Benzinga editor.
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Check out more of Benzinga’s Future Of Mobility coverage by following this link.
Apple by měl v roce 2026 těžit ze slabšího Androidu, protože iOS má podle IDC klesnout jen o 1,3 % proti 24,3% propadu Androidu. V Číně ale může růst Huawei omezit jeho zisky na trhu.
Apple Inc (NASDAQ:AAPL) may be heading into one of the smartphone industry‘s toughest years in a stronger position than many investors realize.
While IDC (International Data Corp.) has sharply cut its 2026 global smartphone shipment forecast, JPMorgan argues the downturn is increasingly concentrated in segments of the market Apple barely serves—setting the stage for market share gains almost everywhere except China, where Huawei‘s resurgence could pose an obstacle.
Apple Smartphone Market ShareIDC now expects global smartphone shipments to fall 16.7% year over year in 2026, a steeper decline than its previous forecast of 13.9%, bringing annual shipments closer to 1 billion units. At first glance, the numbers paint a bleak picture for handset makers.
JPMorgan analyst Samik Chatterjee, however, argues that the headline masks a more favorable competitive backdrop for Apple. According to IDC, iOS shipments are projected to decline just 1.3% next year, compared with a 24.3% drop for Android devices, lifting Apple’s operating system to a record 23.6% share of global smartphone shipments.
JPMorgan is even more optimistic, forecasting iPhone shipments to grow 1.3% to 243.8 million units in calendar 2026. Chatterjee attributes that resilience to Apple’s limited exposure to entry-level smartphones, where IDC expects the sharpest demand destruction, including a nearly 60% plunge in shipments of devices priced below $100.
The broader implication is that the industry’s contraction is becoming less about premium smartphones and more about the low-cost segment—a shift that naturally favors Apple.
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Apple’s Supply AdvantageThe brokerage also sees Apple’s supply chain as a key differentiator in an increasingly constrained market.
IDC expects memory prices to remain elevated through 2028, as NAND and DRAM costs have surged more than 300% year over year. Smaller Android manufacturers, with less purchasing power, are likely to face higher component costs and steeper price increases.
By contrast, JPMorgan believes Apple’s long-term supplier agreements, component pre-buys, vertical integration and purchasing scale should allow it to absorb some of those cost pressures. As a result, Chatterjee expects Apple to increase iPhone prices by less than the broader industry while continuing to compete in the premium segment.
In other words, Apple’s competitive edge may come less from introducing a breakthrough product and more from being better equipped to navigate a difficult supply environment.
Huawei Challenges Apple in ChinaWhile weakening Android demand should create opportunities for Apple across most markets, JPMorgan identifies Huawei as the key exception. IDC expects HarmonyOS shipments to roughly triple to 51 million units in 2026 as Huawei absorbs production capacity from smaller Chinese smartphone makers that are pulling back.
That distinction matters because it shifts the competitive equation in China. Rather than benefiting from broad Android weakness, Apple is more likely to compete directly against a strengthening Huawei ecosystem, making the Chinese market the biggest variable in Apple’s global market share story.
The key question is not whether the smartphone market shrinks in 2026, but whether Apple’s premium positioning and supply chain advantages allow it to gain market share despite the downturn. The one major caveat is China, where Huawei’s recovery could determine how much of that global opportunity Apple ultimately captures.
Alibaba uzavřela pod 115 USD, asi 60 % pod historickým maximem z října 2020. V červnovém čtvrtletí tržby vzrostly o 8,6 %, ale čistý zisk klesl o 75,6 %.
Alibaba (BABA -4.10%) closed below $115 on Aug. 31, putting it about 60% below its all-time closing high of $298.65 set in October 2020. The math on that drawdown may look like a gift. I do not think it is one, and here are three reasons why.
Reason No. 1: The earnings base is collapsing while revenue grows This is the part that breaks the "cheap stock" framing. In the June quarter, Alibaba grew revenue 8.6% to RMB 268.95 billion. But net income excluding extra items fell 75.6% to RMB 10.54 billion from RMB 43.12 billion a year earlier. Basic earnings per share (EPS) dropped from RMB 18.57 to RMB 4.51.
Profit margins compressed from 14.8% to 7%. When you buy a stock 60% off its high, you are implicitly assuming that the earnings that justified the old price still exist. Here, they have been cut by three-quarters. Adjust the multiple for that, and the discount shrinks fast.
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Reason No. 2: The AI build-out consumes cash rather than generating it Capital expenditure hit RMB 67.7 billion in the quarter, up 75% year over year. Free cash flow swung to an outflow of RMB 44.67 billion. Alibaba has spent RMB 190 billion of an RMB 380 billion three-year plan, so it is halfway through, and the spending is not linear.
Management was candid about the trade-off. The CFO said that at current margins, keeping cloud growth below 33% would generate positive cash flow, but the company is choosing to make aggressive investments instead. Break-even on AI capex takes three years at current gross margins, potentially 2.5 years if margins improve.
Image source: Getty Images.
The cloud business is genuinely good. External revenue grew 45%, a 22-quarter high, with EBITDA margin at 12% and AI product revenue at an RMB 49.5 billion annual run rate. But it is not yet large enough to offset the group drag. The stock fell about 9% the day these results landed, despite that acceleration.
Reason No. 3: The instant commerce war has no clean exit In 2025, HSBC (HSBC -0.38%) estimated that Alibaba lost as much as RMB 87 billion in instant retail over 12 months. The company incurs roughly RMB 2 to 5 per order. It treats this as customer acquisition cost rather than operational failure, and maybe that framing is right. However, it means a second uncapped spending program running alongside the AI build-out, funded by the same balance sheet.
There is a bigger point here that bulls tend to skip. Alibaba is fighting an expensive, grinding war for a domestic market it already knows well, against a competitor that will not fold. Meituan cut its quarterly operating loss from RMB 16.1 billion to RMB 6.5 billion and still holds roughly 70% of orders with an average value above RMB 30, where the margin actually lives.
Meanwhile, the market that people imagine Alibaba eventually cracking is close. Amazon (AMZN -2.50%) holds roughly 37.6% to 40.5% of the United States e-commerce market, with Walmart (WMT +1.73%) a distant second near 6.4%. Add Shopify's (SHOP -3.62%) 14%, and those two platforms account for about half of all United States online spending. Alibaba does not register in that table. It never has, and the combination of logistics density, Prime lock-in, and political sensitivity around Chinese platforms means it never will, in my opinion.
What the setup actually is Alibaba has lots of cash reserves and can absorb this. Cloud growth is accelerating, AI products carry higher gross margins than the rest of the portfolio, and management targets RMB 100 billion in external cloud revenue by 2030 at 20% gross margins.
That is a credible long-term story. It is not a once-in-a-decade setup. A once-in-a-decade setup is a healthy business priced for disaster. This is a business voluntarily suppressing its earnings on two fronts simultaneously, with no committed end date for either, while free cash flow is negative.
Nvidia ve 2. čtvrtletí více než zdvojnásobila tržby na 96,2 miliardy USD a upravený zisk na akcii vzrostl o 120 % na 2,22 USD. Akcie ale do konce pátku po zveřejnění výsledků klesly o 5,5 %.
"This time is different," explained Nvidia (NVDA +1.49%) CEO Jensen Huang in a recent interview, in response to concerns about a pending artificial intelligence (AI) downturn.
And after Huang announced blowout quarterly numbers on Wednesday, it looked for a hot second as if things really were different. On Thursday, it seemed as if investors were finally rewarding the tech giant for its incredible outperformance, rather than sending shares lower, which is what happened after each of Nvidia's last four consecutive blowout earnings reports.
Unfortunately, it didn't last. By the end of the day on Friday, Nvidia's shares had fallen 5.5%. That leaves them barely above their pre-earnings close.
Why can't Nvidia seem to catch a break from the market? And is Huang right that things are about to change in a big way for Nvidia, and for AI in general? Here's what investors need to know.
Image source: Nvidia Corporation.
Nvidia's incredible quarter Nvidia really couldn't have done much better in its second quarter. Revenue more than doubled from the prior year to $96.2 billion, beating expectations. Adjusted earnings per share jumped 120% year over year to $2.22, also well above the anticipated $2.09.
Adjusted net income came in at $54 billion. That's a year-over-year increase of $29.2 billion, which -- as my colleague Jeremy Bowman pointed out on Wednesday -- is roughly equal to Apple's entire Q2 net income. In other words, Nvidia added an Apple's worth of profitability to its results in one year.
But the biggest news, which seemed to have pushed the stock higher after the report was released, was the company's projection of 70% revenue growth in 2027, smashing analysts' forecast of 44%. Nvidia's shares opened 6% higher on Thursday, and surged to an intraday high of $230.39 -- a 9.9% gain.
The fact that Nvidia's stock has already given up almost all of its post-earnings gains shows how skeptical investors are of continued AI investment. So, why does Jensen Huang think this time is different for Nvidia?
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Is it really all that "different"? One of the most dangerous phrases in investing is "this time is different." Research shows that investors often overestimate the impact of a potentially disruptive technology on an industry and underestimate how long it will take for new technologies to deliver significant returns on investment.
But Huang thinks we are now hitting an inflection point in AI technology that will change how computing functions, causing a major upheaval in the demand cycle.
"This time is different because this is not demand-driven. This time is different because it's not seasonal," he explained. "This is industrially driven, meaning the fundamental technology of computers is changing."
Image source: Getty Images.
Huang believes that while computer infrastructure upgrades have previously been cyclical -- largely consisting of swapping out aging hardware for newer models of the same type -- AI represents a fundamental shift in how computers function. It will require systemwide upgrades and exponentially more infrastructure to handle the massive computer workloads AI requires.
If he's correct -- and Nvidia's results have borne out his thesis so far -- Nvidia looks incredibly undervalued at its current price, and investors may kick themselves for selling the stock after the last five earnings reports instead of buying more.
OneRail spouští platformu OmniStar s technologií Nvidia, která má retailerům výrazně zrychlit rozhodování o doručení a zkrátit výběr trasy z 20 minut na 2,5 minuty.
Logistics company OneRail is launching a platform using Nvidia's artificial intelligence software to help retailers make faster decisions on the most efficient delivery options at scale, CNBC has learned.
The new platform, called OmniStar, allows retailers to use AI to evaluate all of their delivery options and identify the best one for each individual order, using OneRail's proprietary data.
The last-mile delivery company told CNBC the new platform will allow smaller companies to deliver at scale and improve margins to compete with the retail giants of the world, including Amazon and Walmart.
As e-commerce grows, retailers have had to keep up with surging demand and invest in nimble supply chains to optimize their efficiency. But those manual processes are often fragmented across the retailer and the logistics businesses.
"If you don't have the ability to make lightning-fast decisions, you're giving up margin," OneRail CEO Bill Catania told CNBC. "Last-mile fulfillment is expensive."
Where choosing the best routing for a package may have previously taken 20 minutes, OneRail said its platform can do it in two and a half minutes leveraging AI. That time saved means retailers can operate larger, faster and more precise supply chains, Catania said.
"That's where the artificial intelligence comes in. It's making those kinds of decisions extremely rapidly, and so to do that, that's where the Nvidia hardware and the software comes in and really makes this thing work at scale," said David Daeschler, the head of AI at OneRail.
Daeschler said the company began partnering with Nvidia three years ago to explore ways to incorporate AI into the logistics process.
"The result is a real-time decision layer that can route an order to the right carrier and delivery mode at the right cost, rather than relying on static rules or manual planning," said Azita Martin, Nvidia's vice president and general manager of retail and consumer packaged goods.
Catania said OneRail's proprietary data, which includes a network of more than 12 million drivers and over 1,000 logistics partners, is being used to train the AI on the most efficient routes and delivery options.
"It's for the benefit of them and us: We operate more efficiently. They save money and provide a better customer experience," Daeschler said.
The company told CNBC its platform has already been deployed with some customers, including a large tire distributor that saw OmniStar save the company a run rate of $40 million over three years because it's able to use its resources more efficiently.
It's also estimating the platform will surpass $6 billion in gross merchandise volume in the fourth quarter.
Nvidia's Martin said the platform will allow retailers to make much faster decisions.
"For retailers, the bigger value is the ability to evaluate more scenarios, respond more quickly as conditions change and improve delivery economics without sacrificing service," Martin said.
OneRail said the platform could help smaller retailers compete more effectively on delivery speed and efficiency.
OneRail announced a partnership earlier this year with FedEx to bring same-day delivery services to all of its customers, joining a race of retailers trying to offer their customers the best and fastest delivery options. That partnership will now allow OneRail to better work with smaller businesses as well, Catania added.
"We're kind of doing for delivery what ChatGPT and Anthropic have done for words – it all works the same way," Daeschler said. "They give people more access to knowledge. We're giving people access to being able to do delivery in a way that's affordable. … That's all done based on original models, training on data that we have, just like words on the internet."
Eureka Metals zahajuje první osmidílný vrtací program na cíli Hook na projektu KM98 v Québecu. Cílem je ověřit, zda povrchová titanová mineralizace pokračuje do hloubky.
Vancouver, British Columbia--(Newsfile Corp. - September 1, 2026) - Eureka Metals Corp. (CSE: ERKA) (OTCQB: UREKF) (FSE: S580) ("Eureka" or the "Company") is pleased to announce plans for an initial eight-hole drill program at the Hook Target on its KM98 Project ("KM98" or the "Project"), located approximately 60 km north of Havre-Saint-Pierre, Québec.
The program will drill from four approved drill sites, with individual holes planned to a maximum depth of approximately 200 m, to determine whether the large geophysical targets identified beneath and between known surface occurrences represent extensions or additional bodies of the titanium-bearing oxide mineralization identified at surface.
Highlights:
High-grade titanium mineralization at surface: Sampling at the North area returned up to 28.50% TiO₂, 66.31% Fe₂O₃ and 2,085 ppm vanadium from massive oxide mineralization.Drilling to test an approximately 5 km prospective trend: The Hook Target combines titanium-bearing massive and semi-massive oxide mineralization at surface with large geophysical targets beneath and between the known occurrences.Large, untested Center target: 3D magnetic inversion modelling indicates a sizeable magnetic body between the mineralized North and South areas, extending from near surface to depth and not previously tested by drilling.Eight-hole initial drill program: Eight holes from four approved drill sites are planned to test known surface mineralization and the larger targets identified by geophysics.First subsurface test of Hook: Drilling will begin testing the potential scale and geometry of oxide mineralization beneath the Hook Target and provide information to refine future drilling."Hook gives us an opportunity to test whether the high-grade titanium mineralization we have identified at surface is part of a much larger mineralized system at depth," said Danny Matthews, Chief Executive Officer of Eureka Metals. "We have titanium-bearing massive oxide mineralization at multiple locations along an approximately 5 km prospective trend and a large, untested geophysical target between the known surface occurrences. With our first drill program at Hook, we are now moving from surface discoveries and geophysical targets to directly testing the potential scale of the system below surface."
Figure 1: Hook Target showing the approximately 5 km prospective trend defined by magnetic and electromagnetic geophysics, known surface mineralization and proposed drill locations.
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/9639/312362_b6167414b40a68cb_001full.jpg
Hook Target
Prospecting at Hook in 2024 identified titanium-bearing massive and semi-massive oxide mineralization at the North and South areas. At North, a grab sample of massive oxide containing greater than 65% visually estimated mineralization returned 28.50% TiO₂, 66.31% Fe₂O₃ and 2,085 ppm vanadium.
Airborne geophysical data and subsequent 3D magnetic inversion modelling indicate substantially larger targets beneath and between the known surface occurrences. In particular, the Center area contains a sizeable magnetic target extending from near surface to depth. Center has no surface assay results or bedrock observations and has never been drill tested.
The initial drilling will test beneath known surface mineralization as well as the Center target to begin determining how the mineralization observed at surface relates to the larger geophysical footprint at depth.
Figure 2: Proposed diamond drill holes at the North and South areas plotted on a 3D magnetic vector inversion (MVI) model from the 2023 AirTEM survey.
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/9639/312362_b6167414b40a68cb_002full.jpg
Initial Drill Program
The current drill plan consists of eight proposed holes from four approved drill sites across the South, Center and North areas. Individual holes are planned to maximum depths of approximately 200 m.
Drilling is expected to begin in areas where titanium-bearing massive and semi-massive oxide mineralization has already been identified at surface before progressing to the Center target. The program is designed to test whether the large geophysical targets correspond to massive oxide bodies beneath surface and, where mineralization is encountered, begin establishing its thickness, orientation and composition.
Drill targeting is being refined using the Project's magnetic and electromagnetic geophysical datasets. Magnetic susceptibility and conductivity measurements are also planned on drill core to correlate the geology encountered in drilling with the airborne geophysical responses and assist in refining future drill targets.
Final hole depths, orientations, sequencing and total metres completed may be adjusted based on geological observations, drilling performance and the available operating window.
KM98 Exploration Program
The Hook drill program follows the Company's recently announced stripping and channel sampling program at the Roadside Target. Roadside and Hook are separate exploration targets, with Hook representing the Company's priority drill target at KM98.
Site preparation is underway, with drill mobilization anticipated in early September. The Company will provide a further update once drilling has commenced.
About the KM98 Project
The KM98 Project is located approximately 60 km north of Havre-Saint-Pierre, Québec, within the Havre-Saint-Pierre Anorthosite Complex. The Project hosts multiple titanium-iron-vanadium exploration targets associated with oxide mineralization identified through historical exploration, airborne geophysics and surface sampling.
Eureka holds an option to acquire an interest in the KM98 Project pursuant to the terms previously disclosed by the Company.
Qualified Person
The scientific and technical information contained in this news release has been reviewed and approved by Ryan Versloot, P.Geo., a technical advisor to the Company and a Qualified Person as defined under National Instrument 43-101. The Company has not independently verified all historical exploration data generated by previous operators and referenced in this news release.
About Eureka Metals Corp.
Eureka Metals Corp. is a Canadian mineral exploration company focused on the acquisition and advancement of exploration projects in Canada. The Company holds a 100% interest in the Tyee Titanium Project in Québec, prospective for titanium-vanadium-scandium mineralization; an option to acquire up to an 80% interest in the KM98 Titanium Project in Québec; and an option to acquire a 100% interest in the Cabin Lake Polymetallic Project in British Columbia, prospective for silver-lead-zinc-gold mineralization.
Forward-Looking Statements
Certain statements contained in this news release, including statements relating to the proposed drill program at the KM98 Project, anticipated drill mobilization, proposed drill locations, orientations, depths and sequencing, the amount of drilling that may be completed, the objectives of the drill program, interpretations of geophysical data, the potential relationship between geophysical targets and surface mineralization, and the Company's future exploration plans, constitute forward-looking information within the meaning of applicable securities laws.
Such forward-looking statements reflect management's current expectations and are based on certain factors and assumptions and involve known and unknown risks and uncertainties which may cause actual results, performance or achievements to differ materially from those expressed or implied by such forward-looking statements. These factors should be considered carefully, and readers should not place undue reliance on the Company's forward-looking statements. The Company undertakes no obligation to update forward-looking statements except as required by applicable securities laws.
The Canadian Securities Exchange (CSE) has not reviewed, approved, or disapproved the contents of this press release.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/312362
Source: Eureka Metals Corp.
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XLC carries the word "communication" in its name, but the fund's actual portfolio has almost nothing to do with phone bills, fiber lines, or fat dividend checks. Before you assume you own telecom income, check what you actually hold.
Investors reaching for telecom-style income through the Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) often discover a mismatch between the name and the portfolio. XLC sits inside the S&P 500’s communication services sector, and the label suggests dividend-paying phone companies. The portfolio tells a different story. XLC is dominated by mega-cap tech and media, with Meta at 19.9% and two Alphabet share classes together accounting for another roughly 23% of net assets. If you bought XLC for reliable telecom yield, you own something closer to a growth-and-advertising fund. There is a cleaner way to get the exposure you actually wanted.
Why XLC Disappoints Income Seekers XLC holds legacy telecom names in modest sleeves: AT&T at 4.09%, Verizon at 4.14%, Comcast at 4.70%, and T-Mobile at 4.15%. The rest is Meta, Alphabet, Netflix, Electronic Arts, Take-Two, Disney, Warner Bros. Discovery, and media names. Those companies pay little or no dividend, which is why the fund’s distributable income is thin. It also explains XLC’s price action: shares are down 3.46% year to date as the ad-driven mega-caps have wobbled, while the telecom sleeve inside the fund has quietly done the heavy lifting.
For an investor who wants current yield, direct exposure to fiber and wireless convergence, and specific capital returns, the swap is straightforward: holding the three telecom-adjacent components directly isolates the yield without the tech ballast.
AT&T: Cash Flow Now Funding a Buyback Surge AT&T (NYSE:T | T Price Prediction) trades at $26.01 with a 4.36% dividend yield, roughly five times what XLC’s underlying portfolio kicks off. The payout looks well covered. Q2 2026 free cash flow reached $4.7 billion, and management reiterated $18 billion-plus in full-year free cash flow.
The capital return pace stands out. CFO Pascal Desroches said “Together, our planned share repurchases and expected dividend payments will total approximately $18 billion this year, which is essentially 100% of our outlook for free cash flow.” The buyback was pulled forward to approximately $10 billion in 2026, up from a prior $8 billion target. At a trailing P/E of 8, every dollar of repurchase removes shares cheaply. That is the mechanism XLC cannot deliver: AT&T shareholders capture 100% of the buyback impact, while XLC holders see it diluted by a 4% weight.
Verizon: The Yield Anchor With Fiber Growth Attached Verizon Communications (NYSE:VZ) offers the highest headline yield of the three at 5.65%, backed by 20 consecutive years of dividend increases. Shares are up 29.19% year to date, and the story behind that move matters. The Frontier deal closed January 20, 2026, and Verizon expects more than 32 million fiber passings by year-end. Management raised full-year adjusted EPS growth guidance to 5% to 6% and lifted the buyback authorization.
CFO Tony Skiadas said plainly, “The dividend is still ironclad for us, and we raised the dividend.” With $21.5 billion or more in full-year free cash flow guidance and a forward P/E of 10, Verizon skews toward yield first and modest growth second.
Comcast: A Cheaper Setup With an Optionality Kicker Comcast (NASDAQ:CMCSA) trades at $26.67 and a forward P/E of 8, with a 5% dividend yield. Wireless net additions of 448,000 were the best quarter on record, and Peacock reached profitability with $189 million of EBITDA. Q2 free cash flow was $4.6 billion.
Comcast paused its buyback as of July 1 pending the NBCUniversal and Sky spin-off, and adjusted EBITDA fell 13.4% year over year. The dividend continues, and holders receive shares of the standalone media company when the separation closes in roughly a year. That is optionality XLC cannot replicate.
How to Think About the Swap The three stocks together deliver a blended yield in the mid-5% range, versus the sub-1% distribution profile of XLC’s underlying holdings. You give up direct exposure to Meta, Alphabet, and Netflix, and you accept single-name risk on three balance sheets carrying meaningful debt: AT&T’s net leverage of 2.68 times is above its 2.5 times target, and Verizon sits at roughly 2.6 times. That blended yield is also close to what a mid six-figure balance needs to throw off a real monthly check (we sketched the full math for turning $250K into $1,500 a month in a free report: here). If you hold XLC in a taxable account, selling triggers capital gains. Redirecting new contributions into the three telecom names, rather than selling existing XLC shares, avoids triggering those gains.
Reading the Fit Before You Act Investors who own XLC for mega-cap tech and media exposure with a modest income tilt are getting what the fund is built to deliver. If you bought it thinking it was a telecom income vehicle, this direct trio delivers materially more yield, cleaner exposure to fiber and wireless convergence, and specific capital-return programs you can track quarter by quarter. That is a different job, and it deserves a different tool.
Contact [email protected] for any questions or corrections.
PepsiCo je po poklesu 29 % z maxima poblíž 52týdenního minima, zatímco Coca-Cola je letos o 28 % výše. PepsiCo ale dál roste: ve 2. čtvrtletí vzrostly globální objemy potravin o 3 % a nápojů o 2 %.
Judging by their stock performance, PepsiCo (PEP -0.52%) and Coca-Cola (KO -1.10%) seem like their businesses are moving in opposite directions. Shares of PepsiCo have fallen 29% from their high and are trading near a 52-week low, while Coca-Cola is up 28% year to date and sitting near new all-time highs.
Coca-Cola is clearly executing better right now, but PepsiCo is still growing volumes, revenue, and earnings. That's why the sell-off looks less like a red flag and more like a potential opportunity, especially for dividend investors.
Image source: Getty Images.
Why Coca-Cola is up, and PepsiCo down Many consumer goods companies are reporting softer demand as higher gas prices pressure household budgets. Coca-Cola has largely shrugged that off, delivering 6% year-over-year organic revenue growth last quarter, with unit case volume up a solid 5%. Better still, adjusted earnings per share climbed 11% year over year.
PepsiCo also grew organic revenue 2.4% over the year-ago quarter, slower than Coca-Cola's pace. Moreover, adjusted earnings rose just 1% and came in below Wall Street estimates, which helps explain why investors have been harder on the stock.
The difference in business models matters, too. Coca-Cola is a simpler, beverage-focused company, while PepsiCo splits its portfolio between beverages and snack foods. That structure can be a strength at times, but it also tends to produce lower margins.
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In the second quarter, Coca-Cola posted a 35% operating margin, while PepsiCo delivered 16.5%. In a choppy macroeconomic environment, investors are rewarding Coke because of its stronger sales and margins.
Why PepsiCo still looks like the better buy Coca-Cola trades at a forward price-to-earnings (P/E) multiple of 27, which appears to be a fair assessment of its brand value and financial performance. PepsiCo, however, trades at a modest 16 times forward earnings estimates -- a valuation that may be pricing in too much pessimism.
Importantly, PepsiCo is still growing. Global food volume rose 3% in the second quarter, and beverage volumes increased 2%. That's below Coca-Cola's 5% volume growth, but it's meaningful growth for PepsiCo when it's trading at a much lower forward P/E.
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Management also expects PepsiCo's North American business to improve from here -- just at a slower pace than it previously thought. PepsiCo still has a wide competitive moat based on strong brands, such as Gatorade, Quaker Oats, and Doritos, among others, and a global distribution system. Over time, investors can expect a business with these assets to compound in value.
Meanwhile, shareholders are getting paid to wait. PepsiCo has a long history of dividend growth and just raised its quarterly payout by 4% to $1.48 per share, putting the forward yield at 4.2% -- nearly twice Coca-Cola's 2.35% forward yield.
That dividend is backed by cash generation. PepsiCo produced $9.3 billion in free cash flow over the past 12 months and paid $7.8 billion in dividends.
Coca-Cola has earned its rerating. But at today's prices, PepsiCo looks like the better value.
UnitedHealth's (UNH.N) insurance unit said on Tuesday that a broad range of conditions will no longer need prior approval, effective October 1, as it aims to eliminate prior authorization for 30% of healthcare services by the end of this year.
Here are the details:
The reduction spans a broad mix of services across multiple clinical specialties, including cardiology, genetic and laboratory testing, chiropractic care, physical, occupational and speech therapy, orthopedic and musculoskeletal procedures, among others.
The prior authorization requirements are being eliminated across its commercial plans, Medicare Advantage for older adults and individual insurance under the Affordable Care Act, also known as Obamacare, and some other types of plans.
Health insurers have been taking measures to simplify their requirements for prior authorization on medicines and medical services after complaints from patients and doctors over excessive paperwork that can delay or even deny needed care.
The actions are designed to reduce unnecessary paperwork, make information easier to understand and allow patients and care providers more time to focus on care, UnitedHealthcare said.
The company is also reducing administrative requirements for eligible rural hospitals and affiliated providers through a rural prior authorization waiver program scheduled to begin on November 1.
UnitedHealthcare is speeding payments by up to 50% for about 1,400 rural hospitals and Critical Access Hospitals in the third quarter.
Novartis oznámil, že experimentální tableta remibrutinib uspěla v pozdních fázích klinického vývoje u roztroušené sklerózy a snížila relapsy i mozkové léze ve srovnání s teriflunomidem. Akcie v Curychu po zprávě vzrostly až o 5,6 %.
Farmaceutický gigant Novartis oznámil slibné výsledky pozdních klinických studií svého experimentálního léku remibrutinib určeného k léčbě roztroušené sklerózy (RS). Podle společnosti pacienti užívající tento přípravek vykazovali nižší počet relapsů onemocnění i menší rozsah mozkových lézí než nemocní léčení zavedeným přípravkem teriflunomid. Akcie kótované v Curychu reagovaly na zprávu růstem až o 5,6 procenta.
Podle Novartisu byl lék také efektivní v tom, že během studií nebyly zaznamenány známky jaterní toxicity, která bývá u některých podobných terapií sledovaným rizikem.
Úspěch remibrutinibu (ve formě pilulky) by mohl švýcarskému výrobci otevřít cestu k novému perorálnímu léku na roztroušenou sklerózu a současně rozšířit jeho portfolio navazující na úspěšnou značku Kesimpta.
Výsledky jsou zároveň důležitým signálem pro celou skupinu takzvaných BTK inhibitorů, tedy léků zaměřených na omezení nežádoucí aktivity imunitního systému. Některé konkurenční projekty vyvíjené společnostmi Sanofi a Merck KGaA totiž v pokročilých studiích nedokázaly prokázat lepší výsledky než již zavedený teriflunomid.
„Výsledky jsou dobrou zprávou pro pacienty i Novartis,“ řekl Bloombergu Stefan Schneider, analytik společnosti Vontobel a poukázal právě na trnitou historii inhibitorů BTK u roztroušené sklerózy. Na základě nových dat zároveň snížil rizikovou přirážku (z 50 % na 20 %) ve svém odhadu maximálních ročních tržeb léku, které nadále odhaduje přibližně na jednu miliardu dolarů.
Roztroušená skleróza je chronické autoimunitní onemocnění postihující mozek a míchu. Nemoc může vést k široké škále fyzických, psychických i kognitivních obtíží a její průběh bývá velmi individuální. Podle odhadů americké organizace National Multiple Sclerosis Association s ní po celém světě žije 2,9 milionu lidí.
Novartis nyní plánuje zahájit registrační procesy na hlavních světových trzích. Podrobnější výsledky klinických studií mají být zveřejněny na odborném lékařském kongresu v Torontu ještě během letošního roku. Remibrutinib už je v současnosti schválen ve Spojených státech i Evropě pro léčbu chronické spontánní kopřivky.
Úmrtí pacientů v jiném programu
Vedle pozitivních zpráv však firma současně informovala o komplikacích v jiném vývojovém programu. Novartis dočasně zastavil nábor a léčbu pacientů ve studiích experimentální buněčné terapie rapcabtagene autoleucel (rap-cel neboli YTB323) určené pro autoimunitní onemocnění. Důvodem jsou tři úmrtí pacientů, která firma nyní vyhodnocuje z hlediska bezpečnosti.
U postižených pacientů se objevily závažné reakce spojené se syndromem IEC-HS, známou komplikací některých CAR-T buněčných terapií. Tento stav může vést k život ohrožujícím zánětlivým reakcím organismu.
