While AI stocks have generally been hugely successful for shareholders, not every artificial intelligence (AI) company is riding high right now. ServiceNow (NOW +7.38%) stock is trading down 51% from recent highs, and Palantir Technologies (PLTR -0.30%) has slid 18% over the past 12 months.
With these declines, some investors are likely wondering which AI stock is the better one to buy right now. Here's what investors should know.
Image source: The Motley Fool.
The case for Palantir Despite Palantir's significant share price declines this year, the company reported some impressive results in its first quarter (which ended March 31). Palantir's sales increased 85% to $1.6 billion, and adjusted non-GAAP (adjusted) earnings spiked 154% to $0.33 per share. Both results easily outpaced Wall Street's consensus estimates.
Palantir also reported that its total contract value is now $2.4 billion, up 61% from the year-ago quarter, and that it signed 72 deals worth at least $5 million and 47 deals of at least $10 million.
Palantir is benefiting from an increasing need among companies and the government to use AI-infused software to make sense of large datasets, and the company expects continued growth. Management raised its 2026 revenue guidance to about $7.6 billion, representing 71% year-over-year growth from 2025.
Today's Change
(
-0.30
%) $
-0.37
Current Price
$
123.00
The case for ServiceNow Some investors have feared that AI will replace ServiceNow's core capabilities, including workflow management and automation. Still, the company's recently reported second-quarter results prove that some of those fears are exaggerated.
ServiceNow's revenue rose 24% in the second quarter (which ended June 30) to nearly $4 billion, outpacing Wall Street's consensus estimate of about $3.9 billion. The company's adjusted non-GAAP earnings of $0.90 per share also beat consensus estimates of $0.86 per share and were up 11% from the year-ago quarter.
Growth from the company's closely watched current remaining performance obligations (cRPO), which are contracts that will be recognized as revenue in the next 12 months, rose 21% to $13.2 billion. What's more, the company had 123 transactions with contract values exceeding $1 million, up 40% from the year-ago quarter.
Despite investor fears that AI will replace ServiceNow, the company's management believes that greater AI adoption will drive additional growth, as companies will need ServiceNow's features to manage their AI. Following its second-quarter result release, CEO Bill McDermott told CNBC, "There's going to be more AI. There are going to be more incidents, and all these things drive increasing volume to ServiceNow."
McDermott added that the company raised its full-year guidance -- which calls for subscription revenue to rise more than 23% to over $15.8 billion -- due to growing business volume driven by AI.
Today's Change
(
7.38
%) $
6.79
Current Price
$
98.73
While Palantir's sales are expanding rapidly and the company continues to add significant deals, its shares just look far too expensive compared to ServiceNow.
Palantir has a price-to-earnings (P/E) ratio of about 140 right now, compared to ServiceNow's 60. For reference, the average P/E ratio for the tech sector is currently 41.
ServiceNow's recently reported second-quarter results show that customers continue to choose the company's automated services, despite fears of AI disruption. That doesn't mean ServiceNow isn't without its risks, but with its shares significantly cheaper than Palantir's, it looks like the better AI software stock right now.
New York, New York--(Newsfile Corp. - July 26, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Intuit Inc. (NASDAQ: INTU) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/INTU.
Intuit Case Details
The complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and prospects. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and as a result, Defendants' public statements were materially false and misleading at all relevant times.What's Next for Intuit Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/INTU, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Intuit you have until September 8, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Intuit Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Intuit Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304945
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
The war trade has resumed in July, and earnings from two of the U.S.’s most prominent defense contractors are leading the tape. After weak Q1 reports and a tenuous Iran ceasefire, aerospace and defense stocks deepened their drawdowns as the market repriced the re-stock trade and institutional selling intensified. But now that the war is back on and Q2 reports from defense companies are rolling in, the repricing is being repriced. Does the defense trade have staying power this time?
Get RTX alerts:
What RTX and Lockheed Martin Earnings Tell Us About the Defense Trade’s Path ForwardLockheed Martin Inc. NYSE: LMT and RTX Inc. NYSE: RTX are two of the largest U.S. defense contractors, and both their stocks soared at the start of the year. But the outbreak of the Iran war in late February actually marked the top of the defense trade, and shares of both companies declined 25% and 19% peak to trough, respectively, after making all-time highs in Q1. Poor Q1 earnings from Lockheed drove the deeper decline, while higher commodity prices also weighed on RTX’s commercial order book.
The Q2 reports flipped the script, with both companies beating earnings-per-share (EPS) and revenue estimates and adding to their record backlogs. And crucially, not a dollar of earnings or backlog space has factored in the resumption of hostilities in Iran.
One crucial caveat to the thesis: the 2027 National Defense Authorization Act (NDAA) has not yet been enacted following a failed cloture vote in the Senate. The debate is likely just noise and posturing between the Trump administration and Congress. Still, if the NDAA isn’t signed by October 1, no multiyear contracts for defense procurement can be distributed, and these contracts are the backbone of the RTX and LMT backlogs.
RTX: Clean Earnings Beat Has Stock Primed for New HighsThe drawdown in RTX shares is officially over following its Q2 2026 results. The beat was highlighted by 14.5% year-over-year (YOY) revenue growth, which topped analysts’ estimates by more than 8%. EPS of $1.89 also crushed the expected $1.66, and the backlog grew 22% YOY to a record $289 billion.
RTX Today
$213.10 +3.94 (+1.88%)
As of 07/24/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$150.61▼
$214.89Dividend Yield1.37%
P/E Ratio37.52
Price Target$218.63
More than $43 billion worth of new orders were booked in the quarter, including $20 billion for the Raytheon division (i.e., defense). This is the company’s 8th consecutive beat, which may be why investors are willing to pay 30 times forward earnings for the stock.
An 8% earnings beat is rare, even for RtX, and it gave management the confidence to raise guidance for full-year sales, EPS, and free cash flow. The company now projects total 2026 EPS of $7.10 to $7.25, a 5% increase over its previous high-end estimate.
RTX shares jumped 7% on the release, but a looming issue clouds the celebration. The backlog is a mix of commercial and defense contracts, and the Collins Aerospace and Pratt & Whitney divisions account for $170 billion of the $289 billion total. Collins and Pratt are the aerospace wings of the company, with Raytheon making the weaponry, which means more than 58% of the total backlog is exposed to commodity risk through higher fuel prices and lower airline capacity—two factors exacerbated by the Iran war.
RTX shares are just a hair below their previous all-time high following the 7% earnings pop, and the technical signals are pointing toward more short-term gains. The stock now trades comfortably above the 50-day and 200-day moving averages, which are converging into a Golden Cross. The MACD indicator has also reached positive territory above the histogram, and a bullish cross hints at more upside to come.
Lockheed Martin: Headline Numbers Mislead, But Backlog Stronger Than EverOn first glance, Lockheed Martin blew the market away in Q2 2026, beating top and bottom line estimates with EPS of $7.94 on $1.8 billion in net income.
Lockheed Martin Today
LMT
Lockheed Martin
$582.73 +14.14 (+2.49%)
As of 07/24/2026 03:59 PM Eastern
52-Week Range$412.55▼
$692.00Dividend Yield2.37%
P/E Ratio21.48
Price Target$624.94
This represents more than 400% YOY earnings growth, but that figure is flattered by the $1.6 billion losses absorbed by Lockheed in Q2 2025, which depressed the year-ago base. Still, the stock popped 10% on the day for a reason.
First, the backlog continues to reach record levels, growing to $230 billion, up from $193 billion at the end of 2025. The Q2 haul was especially impressive as Lockheed booked $65 billion in new orders in the period. Missiles and Fire Control (MFC) remains the shining segment, with a backlog of $87 billion for THAAD interceptors, GMLRS, HIMARS, and radar systems.
Additionally, Lockheed’s cash pile shows very real gains over the previous year’s quarter. Operating cash flow was $3.2 billion, and quarterly free cash flow came in at $2.25 billion. Management also boosted the top end of full-year revenue guidance to $81.75 billion, up from $80 billion in the previous quarter.
LMT shares had a deeper drawdown this spring, falling from an all-time high of $676 on March 2 to $491 by the end of June. The stock declined more steeply than RTX due to its poor Q1 earnings, but it may also have more upside given its unique exposure to the war in Iran. The company’s backlog is nearly all defense, meaning limited commodity risk compared to RTX.
The chart also shows a violent reversal, with the 10% pop breaking through both the 50-day and 200-day moving averages. The Relative Strength Index (RSI) has also moved above 50 into bullish territory, but the stock is still about 16% below the March all-time high. At 19 times forward earnings, LMT is cheaper than RTX, but its backlog is less diversified, and another sudden ceasefire would pressure Lockheed’s Q3 guidance.
Should You Invest $1,000 in RTX Right Now?Before you consider RTX, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and RTX wasn't on the list.
While RTX currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Looking to profit from the electric vehicle mega-trend? Click the link to see our list of which EV stocks show the most long-term potential.
Listen to the audio version of this article (generated by AI).
Tom Yeung here with your Sunday Digest.
In the 2010s, getting acquired was the ultimate startup status symbol.
Waze… Nest… DeepMind… Fitbit…
One by one, the most promising companies in tech got swallowed by giants like Alphabet Inc. (GOOGL) and Meta Platforms Inc. (META), turning their founders and early employees into multimillionaires. America’s top five tech firms made at least 616 purchases between $1 million and $50 million alone that decade, according to the Federal Trade Commission. Hundreds more happened outside that narrow window.
M&A exits became such a fixture that HBO built a TV series around it. The hit show Silicon Valley followed a founder who kept refusing, fumbling, and blowing up opportunities to cash out because he wanted to build something bigger.
The AI Revolution is now creating a new wave of M&A exits. Only this time, many of the acquisition targets are publicly traded companies that regular investors can buy first, rather than sending in a job application and hoping to be employee No. 3 at a company like DeepMind.
Many of these are happening at wonderful premiums. When RadNet Inc. (RDNT) bought AI cancer-detection company iCAD in July 2025, shareholders pocketed a roughly 100% premium overnight. Adobe Inc.’s (ADBE) purchase of AI-powered digital marketing firm Semrush happened at a 78% markup.
Even the “disappointing” deals are closing at 20% premiums – an instant gain that usually takes the S&P 500 two years to grind out.
Now, InvestorPlace Senior Analyst Luke Lango believes he’s found a way to get into these AI investments even earlier, with potentially even bigger payouts. And in a new free presentation, the 2026 Megadeal Event, he lays out his step-by-step method for spotting these targets, and how to buy these firms before everyone else gets in.
The presentation airs on July 30 at 1 p.m. Eastern, and you can sign up for it here.
To show you why the timing matters, I’ll walk you through five companies that look ripe to be bought. AI is redefining tech, and cash-rich incumbents are about to spend enormous sums to stay relevant.
Cybersecurity: Where Buyers Are Hungriest The busiest corner of the current AI market is cybersecurity, a field that’s quickly getting bundled into AI platforms themselves.
Both sides are motivated to get deals done. AI companies want to buy because security firms have the data they need. They know their AI security products will only be as good as the data it’s trained on.
Meanwhile, smaller cybersecurity companies are getting squeezed on two sides: by new AI entrants and by “one-stop-shop” consolidators like Fortinet Inc. (FTNT) and CrowdStrike Holdings Inc. (CRWD) that IT departments increasingly prefer. For midsized players, that leaves two options: Sell out or bulk up fast enough to compete.
Most will choose the first way out. Sector valuations are depressed (ironically thanks to AI fears), making it hard for smaller players to raise cash and acquire their way to a one-stop-shop size. Besides, high-profile cybersecurity scares are making AI labs even more motivated buyers. Last week, a rogue OpenAI agent hacked another AI startup, highlighting the desperate need for high-quality cybersecurity.
Here are the three public companies I think are likeliest to get a knock from M&A suitors:
Tenable Holdings Inc. (TENB): This vulnerability management (VM) company was exploring a sale as early as 2024 after receiving takeover interest. A deal looks even more likely today, because Tenable is a leader in the internal IT scanning that defends against AI-orchestrated attacks.
Tenable also throws off steady cash flows and carries zero net debt – catnip for private equity firms like Thoma Bravo and Permira. Consolidators like CrowdStrike might also get involved. And make no mistake: A buyout is the best outcome here. Tenable is caught between AI upstarts and one-stop shops, and its path as a standalone company is (fittingly) untenable.
Rapid7 Inc. (RPD): This Boston-based cybersecurity firm is even further down the road to a sale. Rapid7 is a smaller VM company than Tenable, and activist investor Jana Partners pushed for a deal back in 2025. The two sides eventually settled that year with Jana adding three board members and Rapid7 promising a turnaround. That hasn’t been enough. In March 2026, the activists struck a new agreement to raise its stake in Rapid7 to almost 20%. Three months later, Jana replaced the outgoing CEO with one of the three board members.
When an activist takes the wheel like that, the destination is usually the next available exit. With so many AI firms moving into vulnerability management and Rapid7’s stock so low, the company will have no shortage of potential bidders.
SentinelOne Inc. (S): This Silicon Valley cybersecurity firm, with roots in Israel, is by far the largest on our list, with a $6 billion market valuation. It is also the most likely to get acquired by a strategic buyer.
In July 2025, reports surfaced that Palo Alto Networks Inc. (PANW) was seeking to acquire SentinelOne, which had landed in political hot water after hiring Chris Krebs, the former head of the Cybersecurity and Infrastructure Security Agency (CISA). Krebs had a high-profile falling out with the U.S. president over the 2020 election fraud claims. A week later, Palo Alto purchased a different Israeli cybersecurity firm, CyberArk, and denied it had seriously considered buying SentinelOne.
Nevertheless, SentinelOne forced Krebs out anyway, setting itself up as a more attractive acquisition target. Cisco Systems Inc. (CSCO) is a logical suitor, now that antitrust risk has eased. Its endpoint security products trail SentinelOne’s badly. And Alphabet’s $32 billion blockbuster acquisition of cybersecurity firm Wiz shows Big Tech is also willing to pay up for security.
Best of all, SentinelOne has the widest moat of the three cybersecurity names here. Even if no offer ever comes, the company should keep growing on its own. Either way, shareholders win.
AI Software: The “Vibe Coding” Squeeze The other hotbed for M&A activity is AI software – targeted both by AI companies and by traditional software-as-a-service (SaaS) companies scrambling for more AI exposure.
This segment has already seen some high-profile acquisitions. To name a few:
LivePerson Inc. (LPSN) (conversational AI) acquired by SoundHound AI Inc. (SOUN) for a 22% premium Publicis Groupe is buying LiveRamp Holdings Inc. (RAMP) (consumer data) at a 30% premium. Perfect Corp. (PERF) (AI in fashion) is set to go private for a 48% premium. The pressure to sell is only building. Advanced AI now makes upstart “vibe code” competing products possible, and these are often built in a fraction of the time and cost. Plenty of software CEOs will find it more attractive to exit for a double-digit payout rather than fight an endless wave of copycats.
Here are my two picks to get bought out:
BILL Holdings Inc. (BILL): This Silicon Valley payments firm has been targeted by three separate activist investors since October: Starboard Value, Elliott Investment Management, and Barington Capital Group. All have essentially said the same thing: Either become more profitable or sell yourself to someone who can make that happen.
BILL has been attempting to do both. Analysts now forecast a 19% increase in earnings per share this year (up from 4% in 2025), and another 27% increase in 2027. At the same time, the payments firm has shopped itself to at least one buyout group, Hellman & Friedman. With share prices now down 18% since January and earnings estimates on the rise, BILL is my top software pick to get taken out by an AI suitor.
BlackLine Inc. (BL): One analyst recently called BlackLine “the cleanest takeout” for 2026. I agree. The AI-powered accounting software platform is a particularly popular add-on for SAP SE (SAP), which already made a $66-per-share offer for BlackLine in June last year. The German company was considering raising their offer as recently as October after BlackLine’s board rejected the offer, calling it too low.
Two factors now make a buyout almost certain.
A cheaper price tag. BlackLine’s stock price has slid below $30 in a broader SaaS selloff. At these levels, a fresh $66-per-share offer would be impossible to refuse. Even a $50-per-share offer might be acceptable to the board. A rebuilt board. After the SAP rejection, activist investor Engaged Capital threatened a proxy fight. In a March 2026 settlement, BlackLine added two new directors (including an M&A banker) and explicitly gave its Strategic Committee the ability to negotiate a sale. BlackLine’s founder, Therese Tucker, also retired last month, clearing the way for an exit. That makes BlackLine a particularly attractive target for traditional major business software companies seeking an AI edge. The firm was an early adopter of agentic AI in accounting, making it the ideal bolt-on product for a legacy software firm.
How to Actually Play the AI Merger Boom In the 2010s, even wealthy accredited investors could not buy themselves a seat at the M&A table. The top venture capital funds like Sequoia, Benchmark and a16z were closed to retail investors, and institutional cash often had trouble getting into these oversubscribed funds.
Everyone else had to wait for startups to go public… and hope they didn’t get bought out by Big Tech first.
That meant lower returns for regular investors. Here’s how investors in ride-sharing firm Uber Technologies Inc. (UBER) fared depending on when they got in, assuming they held on through present day:
Seed (2010). First Round bought at ~$0.009/share, a 770,000% return Series A (2011). Benchmark bought at ~$0.13/share, a 54,000% return Series B (2012). Menlo Ventures bought at $0.65/share, 10,000% return Series C (2013). Google Ventures bought at $5, a 1,400% return Secondary Market (2018). SoftBank bought shares at $32.87, a 112% return IPO investor (2019). Bought at $45, a 56% return The returns evaporate with each funding round. Early investors are the biggest winners, while later ones start competing for leftovers. The AI-powered M&A boom will turn out the same way, which is why getting in at the right time matters so much.
Fortunately, that “right” time is within reach for regular investors. In his upcoming presentation, the 2026 Megadeal Event on Thursday, July 30, Luke Lango walks through his system for identifying the next AI superstars before everyone else does, and how to get in on these promising deals.
Reserve your spot for that free event here.
Until next week,
Thomas Yeung, CFA
Market Analyst, InvestorPlace
Thomas Yeung is a market analyst and portfolio manager of the Omnia Portfolio, the highest-tier subscription at InvestorPlace. He is the former editor of Tom Yeung’s Profit & Protection, a free e-letter about investing to profit in good times and protecting gains during the bad.
NEW YORK, July 26, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/LCID.
Lucid Case Details
The Complaint alleges that throughout the Class Period, Defendants failed to disclose that:
(1)a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2)the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results; (3)accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (4)as a result, defendants’ public statements were materially false and misleading at all relevant times. What's Next for Lucid Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/LCID. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Lucid Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Micron Technology has been on a tear on the stock market in 2026, with its shares almost tripling this year, as of this writing. However, the memory specialist's gains have been eclipsed by a 242% surge in shares of Dell Technologies (DELL -0.64%).
Dell stock has benefited from a significant acceleration in revenue and earnings growth this year, primarily fueled by booming demand for its artificial intelligence (AI) servers. The good news for investors is that it isn't too late to buy Dell, as it is trading at an extremely attractive valuation even after its stunning rally in 2026.
Let's look at the reasons why this AI stock could double your money in the next three years.
Image source: Getty Images
Dell Technologies dominates the fast-growing AI server market Market research firm IDC estimates that the global server market's revenue increased by 31% in the first quarter of 2026. IDC expects the server market to clock a solid annual growth rate of 25% through the end of the decade.
Today's Change
(
-0.64
%) $
-2.81
Current Price
$
436.53
AI servers will play a central role in this market's growth. According to another estimate, the generative AI server market could clock a compound annual growth rate (CAGR) of 34% through 2030, generating $449 billion in revenue by the end of the decade. With an estimated market share of 17%, according to Fortune Business Insights, Dell is in a solid position to capitalize on this massive market opportunity.
Importantly, Dell has been capturing a larger share of AI server sales. This is evidenced by a whopping 757% year-over-year increase in Dell's AI server revenue in the first quarter of fiscal 2027 (which ended on May 1) to $16.1 billion. The company expects to clock $60 billion in AI server revenue this fiscal year, up from the prior expectation of $50 billion. Dell delivered $24.7 billion in AI server revenue in fiscal 2026
So, the company's fiscal 2027 growth projection suggests it will grow significantly faster than the AI server market. This should set Dell up for impressive growth over the next three years, which could be enough for the stock to double, at least.
Dell's earnings per share could increase by 78% in the current fiscal year to $18.41. Analysts are anticipating robust double-digit growth from the company over the next two years as well.
Data by YCharts
Of course, Dell could exceed the projected growth rate, considering the terrific growth opportunity in AI servers and its improving market share. However, even if Dell's earnings per share increase to $25.77 in fiscal 2029 and it trades at 33 times earnings at that time, in line with the Nasdaq-100 index's earnings multiple, its stock price could reach $850.
That's nearly Dell's current stock price. Given that this AI stock is trading at 24 times forward earnings, it isn't too late for investors to buy this high-flying server specialist, especially considering the potential upside it could deliver within the next three years.
Chainlink just dropped another batch of integrations, this time eight across four services and three blockchain networks. The partners include some familiar names: Aave, CaliberCo, Glacis Labs, Jumper, Lombard Finance, Ripio, and UTech Stables.
What actually got integrated The eight integrations span four distinct Chainlink services across three chains. Those services include the Cross-Chain Interoperability Protocol (CCIP), Data Feeds, and the Automated Compliance Engine (ACE), among others.
Jumper and Glacis Labs are using CCIP specifically to facilitate asset transfers between Solana and EVM-compatible chains.
Advertisement
CaliberCo adopted ACE for tokenizing compliant real estate funds, taking traditional real estate investment products and putting them on-chain, with Chainlink handling the compliance guardrails.
The bigger pattern This latest batch of eight is actually on the smaller side compared to recent announcements. Earlier in 2026, Chainlink reported 10 integrations across five services on eight chains, and before that, 21 integrations across nine services on nine chains.
The product suite now includes CCIP, Data Feeds, DataLink, Proof of Reserve, and ACE, each targeting a different layer of blockchain infrastructure needs.
Chainlink has previously disclosed collaborations with traditional finance entities including UBS and Swift, and Coinbase recently adopted DataLink and Data Streams.
What this means for investors No immediate price reaction followed the announcement, and no analyst commentary accompanied the latest update.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
Disclosure. PANews may publish sponsored content, partner content, advertisements, affiliate links, event promotions, and market commentary involving Web3 projects, service providers, or financial products. PANews personnel, contributors, or affiliates may hold digital assets or other interests related to covered topics. See our Terms of Service.
SummaryI prioritize a TOLL+M investment model—tangible assets, oligopoly advantages, low incremental CapEx, durable cash flows, and macro tailwinds—to build resilient portfolios.Jamie Dimon highlights that even with 2% inflation, 10-year yields should remain above 4.0-4.5% due to risk premiums, supporting my 'run-it-hot' thesis.The S&P 500 prices in a 'good outcome' with little margin of safety; I see greater opportunity in selective stock picking over broad index exposure.I favor stocks like LB, TPL, VICI, UNP, and CME for their inflation protection, strong balance sheets, and secular tailwinds, mitigating risks from elevated rates and valuations.This idea was discussed in more depth with members of my private investing community, Main Street Alpha. Learn More » Nisian Hughes/DigitalVision via Getty Images
Introduction The algorithm on social media is fascinating because (depending on the website), it quickly adjusts based on your behavior. So, the second you watch an interview with an important person in finance, your entire timeline/homepage is flooded with similar interviews.
51.29K Followers
Analyst’s Disclosure: I/we have a beneficial long position in the shares of LB, TPL, UNP, CME either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Lido Responds to stETH Yield Calculation Anomaly: Issue Fixed, Oracle Upgraded, User Funds Unaffected.
Ethereum staking protocol Lido stated on X that today’s stETH rebase has been completed as expected, with ETH rewards omitted yesterday due to calculation gaps now fully restored. The corresponding annual percentage rate (APR) stands at approximately 2.29%. The protocol’s oracle has also been updated and audited; the new version will boost report processing speed and enable faster root cause identification for similar future issues. Regarding yesterday’s reward calculation anomaly, Lido said contributors are still conducting root cause analysis, with additional investigation details to be shared on its official forum and social media channels. User funds were never at risk throughout the entire incident. The initial assessment points to a special edge case as the likely cause: a validator in pending deposit status was omitted from yesterday’s reward report, resulting in some staking rewards not being included in calculations. Lido noted that a full incident post-mortem report will be released in the coming days to further detail the root cause, remediation measures, and subsequent improvement plans.
15 minutes ago
On Robinhood Chain, on-chain speculation remains active, with multiple tokens hitting new market cap highs today.
According to GMGN market data, hype on Robinhood Chain remains active, with multiple tokens hitting new all-time highs (ATH) in market capitalization today. Among them: PONS, the largest token issuance platform on Robinhood Chain by market cap, briefly exceeded $56 million, and is now trading at $52.47 million, marking a new ATH with a 24-hour gain of 31.88%. BRODIE, a meme token in the PONS ecosystem, broke through $6 million in market cap, also hitting a new ATH, with a 24-hour surge of 151.7%. STONKBROKER, an RWA + meme project token, surpassed $15 million in market cap, also hitting a new ATH, with a 24-hour increase of 29.61%. BlockBeats reminds users that related tokens are highly volatile, so investors should exercise caution.
15 minutes ago
Founder of Mango Labs: Has gone long on Changxin Technology, calling it a rare 1:5 leverage trading opportunity.
Mango Labs founder @dov_wo shared his market views, noting he has gone long on Changxin Technology, calling it a rare 1:5 risk-reward opportunity with a 20% downside and 100% upside, a 5-to-1 payout. @dov_wo outlined his bullish thesis as follows: low float ratio, regulatory tailwinds, and institutional optimism for its investment opportunity at a market cap below $3 trillion. He advised on the strategy: if Changxin gaps up tomorrow, close the position to lock in profits directly; if it gaps down then rallies, wait patiently and wrap up the trade within 3 days.
15 minutes ago
WEMIX confirms security incident: Contract ownership may have been compromised, reminds users to exercise caution when trading
The WEMIX team has issued an announcement stating it is urgently investigating a potential security incident involving the WEMIX 3.0 network. Signs have emerged indicating that the network’s contract ownership may have been compromised. The relevant team is verifying the facts and assessing the incident’s impact scope, and will release investigation findings and follow-up response measures promptly as the probe progresses. Ahead of further official updates, WEMIX is reminding users to exercise caution with unconfirmed information and remain highly vigilant when trading or investing in related assets.
15 minutes ago
Jiang Zhuoer: Changxin Memory will likely hit its all-time high on its first day of trading, and recommended pairing it with hedging operations on Hyperliquid.
Jiang Zhuoer, founder of BTC.TOP (B.TOP), posted that Changxin Memory will likely open higher, surge then pull back, hitting its all-time high on the first trading day. The ideal play is to buy at the A-share opening, sell during the midday H-share-driven rally, then sell on A-share and buy back on H-share the next day to square positions. Without H-share exposure, investors will be trapped by the T+1 trading rule, possibly holding the stock for a lifetime just like PetroChina.
15 minutes ago
OpenAI's CEO will travel to Washington in person to push for expedited approval of its new AI model, possibly GPT-6.
OpenAI CEO Sam Altman will visit Washington next week to showcase the company’s most powerful AI model to the White House and push for its rapid approval. The model previously infiltrated Hugging Face. Reports note the new model has long-term planning capabilities, can independently complete original scientific research, and supports agent groups to collaborate on complex tasks including legal and financial matters. Though the report does not specify whether the new model is GPT-6, analyst Chubby believes Altman’s trip is to prepare for the launch of GPT-6. (Axios)
Bloom Energy (BE -14.54%) expects to release its second-quarter financial results on July 28 after the market closes. That report could be a major catalyst for the hydrogen stock.
Here’s why the advanced fuel cell maker’s next earnings report could send its stock soaring.
Image source: The Motley Fool.
A look back at what happened last quarterBloom Energy reported its first-quarter results on April 28. The company delivered exceptional results. Its revenue rocketed 130.4% to $751.1 million, led by a 208.4% surge in product revenue to $653.3 million. That powered a significant increase in its earnings and cash flow. Bloom reported $72.2 million in operating income and $73.6 million in cash flow from operating activities, increases of $91.3 million and $184.3 million, respectively.
Founder and CEO KR Sridhar called out the catalyst driving its robust results in the earnings press release. He stated: “We at Bloom are ushering in the era of digital power for the digital age. Bloom is rapidly becoming the standard and 'go-to choice' for on-site power.”
Today's Change
(
-14.54
%) $
-31.59
Current Price
$
185.71
The company has secured two significant strategic AI power partnerships in the past year. Last July, it collaborated with Oracle to rapidly deliver power to data centers to support AI deployment. That partnership has been so successful that the cloud computing giant recently expanded it to deploy up to 2.8 gigawatts to accelerate its AI infrastructure build-out. Brookfield Asset Management also formed a $5 billion AI infrastructure partnership with Bloom last fall. The global alternative investments manager recently expanded that partnership fivefold to $25 billion.
What to expect in the second quarterBloom Energy’s strong first-quarter results and robust outlook led the fuel cell maker to significantly boost its full-year guidance:
Metric Initial guidance ranges Growth at the mid-point Updated guidance ranges Growth at the mid-point Revenue $3.1-$3.3 billion 60% $3.4-$3.8 billion 80% Non-GAAP Operating Income $425-$475 million 104% $600-$750 million 207% Non-GAAP EPS $1.33-$1.48 85% $1.85-$2.25 170% Data source: Bloom Energy.
As that table shows, Bloom now expects to deliver 80% revenue growth this year and a more than 200% increase in profitability. However, it wouldn’t be surprising to see another guidance boost when it reports its second-quarter financial results. One catalyst is the five-fold expansion of its strategic AI partnership with Brookfield. In commenting on the expansion in a press release, Bloom’s Chief Commercial Officer Aman Joshi stated that, “Today’s commitment reflects the momentum we are seeing in the market, as evidenced by recently announced large-scale deals.” More data center developers are turning to on-site power solutions to meet their energy needs amid challenges securing power from the grid. Bloom’s recently updated its annual Data Center Power Report, which confirms this, finding that 61% of developers plan to bring their own power if the grid can’t support their needs. Bloom’s advanced fuel cells are ideally suited to solve this constraint.
Shares of Bloom Energy initially surged more than 20% after it reported its first-quarter financial results in April, and were up as much as 50% by mid-June. However, the stock has cooled off considerably since peaking, and is now down nearly 20% from its trading price right before its first-quarter earnings report. That’s due to the recent sell-off in AI-related stocks amid concerns about capex costs, valuation, and project delays.
While Bloom Energy has gotten caught in the downdraft, its second-quarter results will likely show continued acceleration in its business. That should reinvigorate the stock, which could soar after the earnings report. The sell-off in Bloom’s stock has it trading at a more reasonable valuation of 14x forward sales (down from 26x at the peak). Given this pending catalyst, buying Bloom shares before it reports could be a very timely investment.
Matt DiLallo has positions in Brookfield Asset Management and has the following options: short August 2026 $150 puts on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool has a disclosure policy.
Quantum computing has been a white-hot industry for investors, but who's actually winning the quantum computing race?
The answer depends on what you mean by "winning." If you're asking which company has made the most progress commercially, I think the answer is fairly straightforward: IonQ. But it's still early innings.
If you're asking who will build the first truly useful quantum computer, that's a much more interesting question, and the truth is, it's much too early to tell that just yet.
Let's take a look at both IonQ and Rigetti Computing.
Image source: Getty Images
IonQ is building a full-stack quantum platform IonQ (IONQ -3.61%) spent the last year transforming itself from a quantum computing developer into something more expansive. Company management now describes IonQ as a full-stack platform spanning computing, networking, sensing, and security.
Its underlying technology differs from many competitors, including Rigetti. IonQ builds trapped-ion quantum computers, a design generally associated with very high gate fidelity -- the accuracy of quantum operations -- but slower gate speeds than superconducting systems. The company reported a 2-qubit gate fidelity of 99.99% last year.
IonQ is also pushing aggressively into commercial deployment after a string of major acquisitions last year. During the first quarter of 2026, it sold the first of its newest 256-qubit system and expanded sales into more than 30 countries.
Today's Change
(
-3.61
%) $
-1.23
Current Price
$
32.84
Rigetti is betting on superconducting speed Rigetti Computing (RGTI -4.54%) builds superconducting quantum processors, the same general technology pursued by companies like IBM and Alphabet. These systems operate dramatically faster than trapped-ion machines, with gate speeds measured in tens of nanoseconds. But they also require extremely complex cryogenic cooling systems operating near absolute zero and generally struggle to deliver the same level of fidelity as IonQ's trapped-ion approach.
Rigetti finally launched its 108-qubit Cepheus-1-108Q processor and demonstrated a 2-qubit gate fidelity of 99.1%. CEO Subodh Kulkarni has said the company believes it can reach quantum advantage -- industry jargon for the point at which quantum computers outperform classical computers on commercially useful tasks -- in roughly three years if it reaches about 1,000 qubits while maintaining high fidelity and effective error mitigation.
Today's Change
(
-4.54
%) $
-0.68
Current Price
$
14.18
How do IonQ and Rigetti compare financially? IonQ generated $64.7 million in first-quarter revenue, a whopping 755% increase from a year earlier, while raising full-year guidance to between $260 million and $270 million. Its remaining performance obligations (RPO) -- contracted revenue that hasn't yet been recognized -- rose to a record $470 million. Perhaps most importantly, the company finished the quarter with roughly $3.1 billion in cash, cash equivalents, and investments.
To be sure, IonQ remains deeply unprofitable. Its adjusted EBITDA (earnings before interest, taxes, depreciation, and amortization) loss guidance still calls for losses of more than $300 million this year. Management expects significant losses for the foreseeable future.
The company reported GAAP (generally accepted accounting principles) profit last quarter came almost entirely from a noncash accounting adjustment rather than operating earnings.
Rigetti operates on a different scale at the moment. The company generated just $4.4 million in first-quarter revenue while ending the quarter with $569 million in cash and no debt. Like IonQ, its reported GAAP profit resulted primarily from warrant accounting rather than its core business. Rigetti also continues to rely heavily on government development contracts while working toward larger hardware sales over time.
The quantum computing opportunity is massive -- but uncertain McKinsey estimates quantum computing could eventually create between $1.3 trillion and $2.7 trillion in economic value by 2035. That's a huge opportunity, yes, but investors need to take it with a grain of salt and keep a few things in mind beyond the fact that McKinsey's is one of the more generous estimates.
First, that is the total value produced across the global economy. It's not a sales target for quantum firms. According to the same report, the slice of the pie for the producers themselves -- such as Rigetti and IonQ -- is just $60 billion to $100 billion.
Second, no one can say with any certainty when -- or even if -- true quantum advantage will be achieved at scale. It is entirely possible that a mature, revolutionary version of this technology is decades away. There are plenty of scientific voices outside the industry that are skeptical of the timelines put forth by quantum insiders.
The bottom line At this point, I'd have to give the edge to IonQ, both in its technical abilities and its commercial success. That being said, I think excitement has outrun reality, and both companies are currently overvalued.
New York, New York--(Newsfile Corp. - July 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Peabody Energy Corporation (NYSE: BTU) between October 14, 2024 to May 4, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Peabody Energy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output ahead of Peabody Energy's full earnings release. In pertinent part, defendants announced that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to mining commissioning challenges (compared to previous estimates of around 700,000 tons). When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306473
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Avalanche’s AVAX token surged 8.05% in the past 24 hours, reaching $6.74 and outperforming leading digital assets, according to CoinMarketCap data. This price move comes as the cryptocurrency market remains mostly subdued, with Bitcoin rising just 1.02% over the same period. Traders pointed to a technical breakout, together with a sharp uptick in trading activity, as central to AVAX’s breakout performance.
Technical breakout pushes AVAX higherAVAX managed to break above a descending channel on the 4-hour chart, ending a multi-week period of price consolidation. Trading volume climbed 59% to $377 million over 24 hours, indicating increased buying interest.
Avalanche is a layer-1 blockchain platform designed to host decentralized applications and custom blockchain networks. Its native cryptocurrency, AVAX, serves as both a utility and governance token for the network.
The 14-day Relative Strength Index rose sharply to 69, reflecting intensifying bullish momentum. The Moving Average Convergence Divergence indicator, or MACD, also flipped positive, providing further confirmation of short-term trend reversal.
These combined signals suggest that buyers pushed AVAX past key resistance with notable volume, rather than on thin trading activity. Eyes are now on a potential daily close above $6.76 to $6.84, the recent highs, which could confirm the strength of the move and potentially extend the rally.
Asset24h ChangeCurrent Price24h VolumeAVAX+8.05%$6.74$377 millionBitcoin+1.02%––Short squeeze and altcoin rotation factor inSpeculation around a short squeeze grew as AVAX’s price sharply diverged from the broader market. Social media users cited a 93% rate of short liquidations, fueling discussion about traders who bet against AVAX getting caught on the wrong side of the move.
The CMC Altcoin Season Index climbed 7.27% to 59, suggesting fresh capital is shifting from Bitcoin into altcoins such as AVAX.
Market analyst Alex Marzell noted that AVAX ran from $6.14 to a new 15-day high of $6.84, marking it as the strongest major digital asset of the day. Marzell identified the former range high near $6.73 as a critical level to watch, with the potential for further gains if this level is maintained.
AVAX led the major cryptocurrencies, advancing from $6.14 to $6.84, a 15-day high. The old range high near $6.73 is now essential; holding above it could mean continued strength, but a drop below may point to the move being primarily a short squeeze.
Key levels and outlookShort-term price direction for AVAX now depends on whether it can hold above the $6.30 to $6.55 support zone, which previously acted as resistance. Sustaining this level could open a move toward $7.20, while a drop below $6.10 would invalidate the breakout and increase the odds of revisiting lower support.
Analyst CryptoGuru12 outlined a trading strategy with an entry region of $6.52 to $6.58, a stop loss at $6.15, and take-profit levels at $6.75, $7.00, and $7.35, as long as momentum persists.
AVAX is showing a strong rebound, with buyers attempting to push through recent resistance. If this breakout holds, another leg higher could follow, according to some traders.
CoinGecko’s latest figures place AVAX at $6.70 with 24-hour trading volume near $293 million, marking a 6.99% daily and a 3.30% weekly gain. Despite the rebound, the weekly chart remains in a longer-term downtrend, and analysts say a reversal would require a close above $10.20, which remains a distant target.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Key Takeaways Central forecast projects SOL between $350–$550 by 2031, powered by network expansion and institutional adoption Optimistic scenario forecasts $900–$1,500 should Solana dominate stablecoin infrastructure and asset tokenization Conservative outlook places SOL at $80–$150 if competitive pressures intensify or adoption disappoints Weighted average across all scenarios indicates approximately $525 price target for 2031 High throughput and minimal transaction costs give Solana advantages in consumer applications, decentralized finance, and payment systems Over recent years, Solana has evolved from being viewed as an Ethereum alternative to establishing itself as a leading blockchain platform. The network’s reputation rests on its ability to process transactions rapidly while maintaining remarkably low costs, supporting diverse applications spanning payment systems, decentralized finance, digital collectibles, and gaming platforms.
Solana (SOL) Price Investors increasingly want to understand where SOL might trade by 2031—five years from today.
Analysis suggests three distinct scenarios depending on how network adoption and competitive dynamics unfold during this timeframe.
The central scenario forecasts SOL trading between $350 and $550. This projection assumes Solana maintains growth momentum parallel to the wider cryptocurrency market, continues attracting development talent, experiences expanding stablecoin adoption, and gains broader institutional participation through vehicles like spot exchange-traded funds. This valuation band would translate to a network market capitalization ranging from approximately $240 billion to $380 billion.
$SOL Is Sitting At The Most Important Level Of This Cycle#SOL is trading inside a high-confluence HTF demand zone where the previous breakout base, weekly support, and the 0.618 Fibonacci retracement all intersect.
This is the market's decision point.
▶️ Hold $73 → Bullish… pic.twitter.com/3yJsuPBj1B
— Crypto Patel (@CryptoPatel) July 25, 2026
Optimistic And Conservative Projections Under bullish conditions, SOL could reach $900 to $1,500. This scenario depends on stablecoins achieving mainstream payment adoption, real-world asset tokenization migrating to public blockchain infrastructure, and institutional capital flowing through approved investment vehicles. Such pricing would position Solana’s market capitalization between $620 billion and $1 trillion.
Conversely, the bearish scenario sees SOL trading at $80 to $150 by 2031. This outcome materializes if blockchain technology adoption proceeds slower than anticipated, or Solana faces intensified competition from Ethereum or emerging Layer 1 platforms. Network stability remains a consideration requiring continued monitoring, despite recent technical enhancements.
What distinguishes Solana from numerous blockchain projects searching for practical use cases is its already substantial on-chain activity volume.
Competitive Advantages Supporting Future Growth Solana processes transactions within seconds. Transaction costs remain exceptionally minimal. Developer activity persists across payment infrastructure, decentralized finance protocols, gaming ecosystems, and consumer-facing products.
These characteristics position Solana favorably for applications requiring both high transaction throughput and economic efficiency.
Institutional participation continues expanding, with spot ETF offerings providing regulated investment channels for SOL exposure.
When all three scenarios are weighted by probability, the resulting 5-year price target centers around approximately $525 by 2031.
This median projection incorporates expectations of sustained ecosystem development, increasing developer engagement, and general cryptocurrency market maturation throughout the coming five years.
XRP price climbed 1.07% to $1.10 as the broader crypto market recovered. The crypto market value rose 0.9% to $2.21 trillion, reflecting improved demand across major digital assets. Bitcoin, Ethereum, Solana, and Dogecoin, the others have progressed, with the move of XRP being preceded by a broader market recovery.
Federal reserve will sit on July 28 and July 29 to discuss the policy of interest rates. Any change in policy would impact equities, cryptocurrencies, and other risky markets.
Broader Crypto Recovery Lifts XRP Market Momentum The crypto martket rebound followed stronger United States equities as geopolitical tensions were alleviated and earnings sentiment was enhanced. Risk appetite improved in a number of markets and digital assets boosted after facing selling pressure in the recent past.
The XRP price has also recovered out of the $1.06 to $1.09 price zone where the buyers had earlier on repelled additional losses. This region is not to be ignored as long-term demand may justify another short-term improvement.
Any move higher than $1.10 will enable XRP to challenge resistance between $1.13 and $1.15. Firmer purchasing pressure would then open the door to $1.24 and $1.28.
XRP/USDT 4-hour chart: TradingView A fall below $$1.08 may however undermine the recovery and reopen the $1.05 level. The following action could be subject to market mood, regulatory changes and the Federal Reserve meeting.
CLARITY Act and Ripple Mint Boost Confidence The United States Clarity Act is an imminent regulatory supercharger to XRP and the crypto sector at large. Some large financial institutions have publicly endorsed the existence of more transparent digital asset rules and are gearing up to potentially make changes.
It has also been supported under the model of SEC and CFTC as introduced in March 2026. The framework categorised 16 crypto assets as digital commodities, enhancing trust of institutional market participants.
The timeline of the bill is however unclear since legislators are heading towards the Senate recess. The unresolved disagreements might slow down any further progress and retain regulatory uncertainty.
🇺🇸 BlackRock. Charles Schwab. Fidelity. Goldman Sachs. Grayscale.
The world’s biggest financial institutions are positioning themselves for the CLARITY Act and publicly supporting its passage.
They are preparing to capitalize on it. Are you? pic.twitter.com/SuSxTNPBkq
— Crypto Rover (@cryptorover) July 26, 2026
Ripple also launched Ripple Mint on July 23, in the case of institutions utilizing RLUSD. The system enables clients to mint, redeem, and manage RLUSD in a single system.
The launch increases the institutional stablecoin infrastructure of Ripple and enhances availability to professional users. However, it does not guarantee immediate or direct demand for XRP.
XRP ETFs Fund Flows No net inflows were reported in XRP exchange-traded funds on July 24. Cumulative inflows remained unchanged at $1.49 billion.
Total net assets were of 997.25 million, and combined trading value was of 8.80 million. The products represented about 1.46% of XRP’s market capitalization.
Bitwise led the group with $312.85 million in net assets and $500.76 million in cumulative inflows. Franklin had a balance of 255.53 million and Canary had a balance of 251.24 million.
All five listed funds posted daily declines between 1.33% and 1.58%. The poor performance was in contrast to the wider market recovery of XRP.
Source: Sosovalue data The flows of ETFs continue to be a significant indicator of institutional interest. Sentiment can be supported by future inflows, and might be constrained by ongoing flat demand.
It is hard to look at the miserly 1% yield on the S&P 500 index (^GSPC +0.05%) if you are a dividend investor. That yield is an indication of how low yields are throughout the market. But there are still attractive high-yield options, if you dig deep enough.
Three worth looking at right now are Enterprise Products Partners (EPD -0.18%), PepsiCo (PEP +1.25%), and Realty Income (O +1.35%). The lowest yield on this list is four times what you'd get from the S&P 500. The highest is 5.6%. Here's a look at each of these reliable dividend payers.
Image source: Getty Images.
Enterprise Products Partners and its 5.6% yield Enterprise Products Partners is a midstream master limited partnership (MLP). It owns the energy infrastructure that helps to move oil and natural gas around the world. The company charges fees for the use of its assets, so volume is more important to its financial results than the prices of the commodities it is moving. Given that energy is vital to economic activity, demand tends to be strong most of the time, even during economic downturns.
Enterprise has increased its distribution for 27 consecutive years. Its distributable cash flow covers its distribution by a generous 1.7x. And it has $5.3 billion in capital spending plans to keep the distribution growing. To be fair, the MLP is a slow-growth business, so the lofty 5.6% yield will make up most of your return over time. But if you are looking to maximize the income your portfolio generates, it could be the perfect fit.
Today's Change
(
-0.18
%) $
-0.07
Current Price
$
38.73
PepsiCo and its 4.3% yield PepsiCo is the Dividend King on the list, with over five decades of annual dividend increases behind it. It is also one of the world's largest consumer staples companies. Notably, the stock's 4.3% yield is toward the high end of its historical range, suggesting PepsiCo isn't hitting on all cylinders right now. But the stock looks cheap.
Large companies that have been around for a long time (PepsiCo was founded in 1898) will eventually face hard times. The best companies manage through them, which this Dividend King has done many times in its past. Right now, consumer buying habits are changing, and price pressures are mounting. PepsiCo is changing with them, including by acquiring more relevant brands, creating innovative versions of existing brands, and adjusting pricing and packaging.
Today's Change
(
1.25
%) $
1.69
Current Price
$
136.64
These are the exact steps PepsiCo should take right now to get back on track. If you think in decades and not days, this historically resilient business looks attractively priced.
Realty Income and its 5% yield Realty Income is the largest net-lease real estate investment trust (REIT). That means its tenants pay most property-level costs, reducing Realty Income's operating expenses and risk. The REIT focuses on single-tenant retail properties but also has exposure to industrial assets and a collection of more unique properties, such as casinos, vineyards, and data centers. Geographically, its over 15,500 property portfolio is spread across North America and Europe. It is one of the most diversified REITs you can buy.
Today's Change
(
1.35
%) $
0.88
Current Price
$
65.60
Realty Income, which has increased its dividend annually for 31 years, is built to be boring. In fact, the company tends to grow incrementally, expanding into adjacent business areas it already knows well. For example, it recently introduced a fee-based asset management business for institutional investors, which simply builds on what it is already doing elsewhere in its portfolio. The added diversification helps the REIT reliably pay the 5% dividend and slowly grow it over time. However, the big takeaway is that this industry-leading giant is still finding ways to grow.
Dig in and unearth some attractive yields The "market" isn't one single entity; it is a composite of many smaller companies. While the S&P 500 has a miserly yield, you can still find great companies offering much higher yields. Enterprise, PepsiCo, and Realty Income are three leading examples that are worth a deep dive right now.
Energy Transfer (ET -0.22%) has a lofty 6.5% distribution yield. That's actually higher than peers like Enterprise Products Partners (EPD -0.18%) and Enbridge (ENB +0.82%) that offer 5.6% and 5%, respectively. Even though Energy Transfer trades at a discount to these peers, I wouldn't buy it. Here's why.
Energy Transfer is more complicated Enterprise Products Partners is a very straightforward business, operating a portfolio of midstream energy assets. It charges customers fees for the use of its assets, generating reliable cash flows to support its yield. Enbridge, which I own, is a little more complex. It owns midstream assets, regulated natural gas utilities, and renewable power assets. However, all of these businesses are fairly simple to understand and generate reliable cash flows to support the company's attractive yield.
Image source: Getty Images.
Energy Transfer owns midstream assets and also serves as the managing partner for two publicly traded master limited partnerships (MLPs), Sunoco (SUN +0.83%) and USA Compression Partners (USAC -1.93%). So there are really three different businesses in the mix for investors to monitor. I don't see the need to take on the extra complexity, especially when Energy Transfer has done things that leave me with trust issues.
Energy Transfer: Trust is the linchpin issue If the complexity of Energy Transfer's business isn't enough to keep you away, then consider two more facts. In 2006, Energy Transfer agreed to buy peer Williams (WMB -1.66%). It got cold feet and, in its effort to scuttle the deal, issued convertibles that appeared to protect the CEO from a dividend cut. The merger was called off, and the feared dividend cut didn't happen, but that move leaves me with a big question mark about the MLP's commitment to unitholders.
Today's Change
(
-0.22
%) $
-0.05
Current Price
$
20.38
Then there was the 50% distribution cut in 2020, during the energy downturn that accompanied the COVID pandemic. The move was made to focus on debt reduction, and the distribution is growing again. But if you were counting on those distributions to pay your living expenses, you got a rude awakening right when you probably needed those distributions most. Neither Enterprise nor Enbridge cut their disbursements, with Enterprise increasing its distribution for 27 consecutive years and Enbridge increasing its dividend for 31 years.
Energy Transfer is charting a new path To be fair, Energy Transfer has reduced debt and has started down a more conservative business path. The goal is now slow-and-steady growth, with a distribution growth target of 3% to 5% per year. It basically wants to be more like Enterprise and Enbridge. Given the history here, however, I'd rather just own Enterprise or Enbridge even though Energy Transfer has a higher yield.
New York, New York--(Newsfile Corp. - July 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the "Class Period"), of the important August 4, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra's relationship with Avis Budget Group ("Avis"), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306443
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Shiba Inu has recently flipped negative and its key exchange activity shows that demand is on pause and traders are increasingly selling again.
Latest onchain data from crypto analytics platform CryptoQuant shows that the Shiba Inu exchange activity has retreated from its recent bullish position, flashing negative signals.
Shiba Inu price explodesThe data shows the Shiba Inu exchange netflow has increased to over 69 billion SHIB as the amount of SHIB currently available for sale across all supported exchanges has surged substantially.
HOT Stories
You Might Also Like
With the SHIB exchange flow sitting at a net balance of 69,237,400,000 SHIB, it implies that the amount of SHIB tokens being sent to exchanges for sale over the last day is substantially higher than the amount of tokens removed from the exchanges for buying purposes.
SHIB reclaims $0.000004566 despite bearish netflowDespite the bearish trend in the Shiba Inu exchange activity, Shiba Inu has taken an unexpected turn with an explosive price move that has seen its price reclaim a previous high.
Unlike previous market situations when bearish netflows are met with extreme price volatility, Shiba Inu has defied the trend this time, resisting the pressure from sellers.
Although the SHIB exchange activity shows that inflows are outpacing outflows, Shiba Inu has surged by over 10% over the last 24 hours, reclaiming its previous high of $0.000004566.
Nonetheless, the unexpected divergence between the SHIB price move and exchange netflow suggests that buyers are aggressively absorbing the additional supply entering exchanges.
26 July 2026 | 01:45 SHIB rose as much as 23% before easing to an 18% gain, reclaiming its 50-day SMA while the 100-day average capped the move.
Key Takeaways Volume reached the chart’s highest displayed level. Price reclaimed the 50-day moving average. The 100-day SMA rejected the first test. RSI above 70 raises pullback risk. Shiba Inu climbed from a daily open near $0.0000042 to an intraday high of $0.00000518, an advance of almost 24%, before pulling back to $0.0000049 at the time of writing. That left SHIB approximately 18% higher over the session.
The move came on the heaviest daily volume visible on the Coinbase chart and erased several weeks of gradual losses in a single candle. Price also broke above its recent descending trendline, reclaimed the 50-day simple moving average at $0.0000044, and pushed as far as the 100-day SMA before easing back.
Reports of increased token burns and whale accumulation added to the bullish narrative, but the scale of those developments is too limited to explain the rally alone. The exceptional volume provides stronger evidence that the session represented a genuine increase in market participation, although the open daily candle still requires confirmation.
Daily Shiba Inu technical price chart showing a sharp upward movement / Source: TradingView Volume Provides the Strongest Evidence Behind the Move At the time of writing, Coinbase volume had reached approximately 538.4 billion SHIB, the highest level visible on the chart since January. The surge arrived as SHIB broke out of its July range near $0.0000041, showing that the move involved far more activity than the sessions that preceded it.
That strengthens the rally, but it does not reveal whether the demand came from spot accumulation, short covering or traders chasing momentum. The next test is whether SHIB can hold above the reclaimed 50-day SMA after volume begins to cool.
The reported 92% increase in the daily burn rate is less significant in absolute terms. Around 226.6 million SHIB were removed over 24 hours, worth roughly $1,120 at the current price and equal to about 0.000039% of circulating supply.
The official SHIB token page describes burning as a cumulative supply-reduction mechanism, while the Shibarium burn portal connects it to ecosystem activity. For this session, however, the volume spike offers a much stronger explanation for the rally than the number of tokens burned.
The Reported Whale Position Is Too Small to Explain the Rally According to a report citing Arkham Intelligence data, a wallet inactive for eight months resumed buying and now holds more than 50.25 billion SHIB acquired through Binance. The figure appears to reflect the wallet’s total position rather than a single purchase made just before the rally.
At the time of writing, that position was worth approximately $249,000 – around 0.0086% of SHIB’s circulating supply. That is significant for one wallet but far too small to account for the broader move.
A withdrawal from Binance would modestly reduce available exchange supply, but a single wallet cannot establish a market-wide trend. Confirming one would require similar withdrawals across multiple large holders, falling exchange balances, or continued accumulation after the price had already moved.
The available data also lacks a full transaction history, so the exact timing and size of individual purchases can’t be verified. The fairest reading is that at least one large holder renewed interest near recent lows – not that this wallet explains the rally.
The 100-Day SMA Stopped the First Advance SHIB’s daily high of $0.00000518 effectively matched the 100-day SMA near $0.00000519. Price then returned to approximately $0.0000049, showing that sellers responded when the rally reached the average. With the daily candle still open at the time of writing, this remains an intraday test rather than a confirmed close – the level that matters is where SHIB settles, not where it briefly traded.
A daily close above the 100-day SMA would open room towards the 0.236 Fibonacci retracement near $0.0000054. Recovering that level would provide the first evidence that SHIB is extending beyond a short-term reversal from its July base.
The 200-day SMA near $0.0000058 would then become the more consequential structural resistance. It sits below the 0.382 Fibonacci retracement around $0.0000063, placing two major barriers between the current price and a broader trend change.
SHIB therefore remains inside a longer downtrend despite reclaiming the 50-day average. The latest candle has improved the short-term structure, but price is still below both the 100-day and 200-day SMAs.
RSI Shows How Quickly Momentum Expanded The 14-day RSI rose to approximately 71 after gaining close to 30 points during the session. That moved the indicator above the conventional overbought threshold.
An RSI reading above 70 does not guarantee an immediate decline. Strong rallies can remain overbought while price continues higher. In this case, however, the size and speed of the increase show that much of the short-term momentum arrived in a single session.
That raises the probability of consolidation or a pullback before another sustained advance. It also reduces the value of projecting the initial candle directly towards every higher resistance level.
A close above the 100-day SMA followed by a successful retest would provide stronger continuation evidence. It would convert the average from immediate resistance into potential support and make a move towards $0.0000054 more credible.
The 50-Day SMA Now Defines the Breakout’s Strength Failure to close above the 100-day SMA would leave the initial resistance test unresolved rather than invalidate the entire rally.
The first downside level is the reclaimed 50-day average near $0.00000446. Holding above it would preserve the improvement in SHIB’s short-term structure and allow price to consolidate without returning fully to the previous range.
A daily close below the 50-day SMA would weaken that interpretation. It would place the breakout candle’s low near $0.0000041 back in focus and show that buyers failed to defend the first major level recovered during the advance.
Losing $0.0000041 would be more damaging because that area formed the base of the latest reversal. A return below it would suggest that the exceptional volume represented temporary short covering or speculative demand rather than the beginning of sustained accumulation.
The next few sessions will show which side wins – whether SHIB defends its improved structure or gives back the gains from a single high-volume candle.
Disclaimer: This article is for informational and analytical purposes only and does not constitute financial or investment advice. SHIB is a volatile asset, and technical indicators or historical price patterns cannot guarantee future performance. Readers should conduct their own research before making financial decisions. Methodology: Technical levels are based on the daily SHIB/USD Coinbase chart displayed through TradingView on July 25, 2026. Burn figures are based on the supplied tracker data, while the whale information comes from a report citing Arkham Intelligence. Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
The Shiba Inu community eagerly watches as Shiba Inu lead ambassador Shytoshi Kusama is set to mark 74 days of silence on X.
Since May 13, Kusama has neither posted on X nor engaged with any post. This would not be the first time Kusama has stepped away from posting on X to maintain a low profile on social media. A similar trend was seen in late 2025 and also part of 2026.
The Shiba Inu lead ambassador attributed his silence on X to building something; in January, he revealed an independent AI project he had been working on since then.
HOT Stories
Kusama has frequently used X as his primary communication channel with the community; oftentimes he updated his bio and location to communicate subtle hints and sometimes conveyed his thoughts through live broadcasts, as he has in recent times.
However, with his silence on X for more than two months, the Shiba Inu community is left to piece together developments from Shiba Inu ecosystem contributors and on-chain activity instead.
You Might Also Like
After past periods of hiatus, Kusama has broken his silence with fresh updates. This precedent is fueling speculation that the latest silence could lead to a potential update from the Shiba Inu lead ambassador. As of press time, it is unconfirmed whether a major announcement is imminent.
Shiba Inu burns stay activeCommunity-led Shiba Inu burn activities continue despite Kusama's silence on X. According to Shibburn, the last 24 hours have seen 7.15 million SHIB burned, with the daily burn rate rising 66%.
You Might Also Like
60.58 million SHIB was burned in the last seven days, culminating in 288.61 million SHIB burned in the last 30 days. Robinhood was the biggest monthly burner, sending 152,792,823 SHIB to dead wallets in 106 transactions.
A total of 410,840,455,020,349 SHIB have been burned in 21,280 transactions so far; significantly contributing to the burn total is Ethereum creator Vitalik Buterin's massive 410 trillion SHIB burn in May 2021.
SHIB is by far the top performer in the past 24 hours.
In another relatively boring and uneventful trading day during the weekend, in which most cryptocurrencies have remained sideways, the second-largest meme coin by market cap exploded in a rare reminder of what the niche used to do a few years ago.
Some of the potential reasons behind this massive surge seem to be related to a returning whale and other on-chain factors.
SHIB’s Big Pump The popular meme coin, once touted as the Dogecoin killer, actually began its ascent yesterday evening. It stood below $0.0000042 before it shot up to $0.0000052 and to $0.0000058 earlier today, posting a massive double-digit surge. The latter became its highest price tag in just over two months.
Recall that the token was rejected at $0.0000067 in May, and the subsequent painful correction drove it south toward $0.000004, which translated into a multi-year low. As such, SHIB has now returned to the top 30 alts by market cap as its own has jumped to over $3.3 billion on CoinGecko.
Moreover, it has solidified its spot as the second-largest meme coin by that metric, even though a few others have posted impressive gains as well. PEPE is up by 9%, M has added 4%, while DOGE has jumped by 5.5%.
SHIBUSD. Source: TradingView Why Is That? Surging by double digits on a random Sunday used to be the norm in the meme coin space years ago. However, the niche has fallen out of investors’ grace lately, with interest dwindling over time. As such, it’s intriguing to see what the latest developments in the Shiba Inu ecosystem are that might have propelled this rally.
The one thing that stands out on X is the behavior of a certain SHIB whale who has resumed accumulating after over half a year of inactivity. According to reports, the unknown market participant has splashed $125,000 to accumulate over 30 billion tokens. Although one standalone purchase cannot guarantee a 35% jump, it can be regarded as the market signal other investors are waiting for to join.
The SHIB token burn mechanism also shows a massive surge in the past day of over 3,200% (and 500% weekly). This means that the actual number of coins in circulation has declined violently, which is typically a bullish signal.
SHIB coins stored on crypto exchanges have also fallen in the past few weeks, according to data from CryptoQuant. Lastly, some analysts argued that the asset has broken out of key resistance levels and trendlines, while the community rejoices in the move, indicating that it’s finally paying off after “years of accumulation.”
Shiba inu, the dog breed that inspired the SHIB memecoin. (Getty Images)Summary
Shiba Inu jumped about 36 percent to $0.0000057 on Sunday, adding roughly $1 billion in market value in a day without any clear fundamental catalyst.The token’s market capitalization is now near $3.4 billion on almost $380 million in daily trading volume, its highest turnover ranking in months.South Korean traders on Upbit, where the SHIB/KRW pair accounts for more than a tenth of global volume and trades at a slight premium, appear to be driving the move, while liquidations of short positions followed the rally rather than causing it.Shiba Inu rose 36% to about $0.0000057 on Sunday, adding roughly a billion dollars to its market value in a day, with no announcement or development to account for it.
The token now carries a market cap near $3.4 billion on almost $380 million of daily volume, its highest turnover ranking in months.
SHIB prices are up 35% in the past 24 hours. (CoinDesk Data)Nothing has emerged from Shibarium, the network's layer-2, and the wider dog-token complex has lagged. Dogecoin gained 6% over the same stretch, and smaller-cap tokens moved as much as 10%, which pointed to something specific to SHIB rather than a rotation into memecoins.
South Korean buying stands out. Upbit's SHIB/KRW pair is the single largest market at about $62 million, over a tenth of global volume, and it prints a slight premium to Binance and the other dollar venues.
The country’s traders are known to drive exuberant rallies in high-volatility tokens, and the token's climb fits that pattern, with a first push late Saturday, nine flat hours, then a second move through the Asian morning.
Short sellers paid for the jump, however. About $6 million in SHIB and 1000SHIB positions were liquidated across roughly 2,300 traders, some $5 million of that shorts, with the heaviest hour landing squarely on the second leg. Those liquidations followed the price up rather than causing it, and at that size they cannot explain a move this large.
Shiba Inu launched in August 2020 as an Ethereum token created by an anonymous developer known as Ryoshi, pitched openly as a "Dogecoin killer" with no product behind it.
The project has since built out Shibarium, a layer-2 network, and a broader token ecosystem, though SHIB remains far below its 2021 high and trades primarily on retail sentiment rather than anything the ecosystem produces.
12345678910
Crypto Flows, Share and the Selective Rotation
Crypto Flows, Share and the Selective Rotation
Markets repositioned since June, but Binance held share (~55% user funds, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.
Jul 22, 2026
Markets repositioned since June, but Binance held share (~55% user funds, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.
Why it matters:
Markets repositioned since June, but Binance held share (~55% user funds, ~24% spot) and drew net inflows in early July while the tracked market saw outflows.
Shiba Inu surged 36%, powered by an outsized wave of buying activity from South Korean retail traders. The rally pushed SHIB’s price into the $0.0000043 to $0.000005 range.
Korea’s memecoin obsession, by the numbers Upbit, the country’s dominant exchange, recorded approximately $4.25M in SHIB trading volume in March 2026. That figure nearly matched Binance’s $4.36M for the same period.
Korean retail investors have historically shown an attraction to meme-based tokens, creating liquidity spikes that ripple across global markets. Korean retail traders have long been aggressive participants in traditional stock markets, earning the collective nickname “ants” for their swarming trading behavior. SHIB has a 585 trillion circulating supply.
Advertisement
What’s actually driving this move SHIB had already posted a notable 25% surge around July 25, suggesting the 36% rally is part of a broader momentum wave rather than a single-day anomaly.
A similar 36% rally occurred in November 2024, correlated with a golden cross pattern, where SHIB’s short-term moving average crossed above its long-term moving average.
On-chain data has shown significant whale accumulation in recent weeks. The Shibarium layer-2 network continues its development in the background.
The bigger picture looks more complicated The overall market share for memecoins relative to Bitcoin has been declining throughout 2026, suggesting that the broader investor base is rotating toward assets perceived as more fundamentally sound.
Variable exchange inflows add another wrinkle. Fluctuating deposit and withdrawal patterns suggest that traders are more tactically minded than in previous cycles, willing to ride a surge but quicker to take profits.
The regional concentration of volume also represents a structural risk. When a significant portion of a token’s liquidity depends on the enthusiasm of traders in a single country, regulatory shifts or changes in local market sentiment can unwind positions faster than global fundamentals would justify. South Korea’s regulators have shown willingness to intervene in crypto markets before.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
26 July 2026 | 11:03 Shiba Inu extended its breakout for a second straight session, climbing from an open near $0.000005 to an intraday high of $0.0000058 - a gain of roughly 15% on the day - before easing to near $0.0000056.
Key Takeaways Two-session gains now total roughly a third of SHIB’s value. Short liquidations outpaced longs by more than 2.5 times over 24 hours. Futures volume dwarfs spot activity across major exchanges. The high landed almost exactly on the 200-day SMA at $0.00000584, the last major moving average still above price, while the close held above both the 100-day SMA ($0.00000519) and the 0.236 Fibonacci retracement ($0.0000055) that capped the prior session.
Combined with the previous day’s 18% surge, SHIB has now gained roughly a third of its value in two sessions – a sharp move that’s cleared two resistance levels in a row but also pushed the 14-day RSI to approximately 81, deep into overbought territory.
Daily Shiba Inu technical price chart highlighting a sharp surge and overbought RSI conditions – Source: TradingView Shorts Are Bearing the Cost of the Squeeze Liquidation data from Coinglass shows the rally has been punishing for leveraged short positions. Over the past 24 hours, roughly $2.65 million in SHIB positions were liquidated, and short positions accounted for about $1.93 million of that – more than 2.5 times the losses on the long side. The imbalance was sharper over the most recent 4-hour window, where shorts made up roughly $508,000 of $773,000 in liquidations.
Funding rate data adds context to that squeeze. SHIB’s OI-weighted funding rate had already turned consistently positive through much of July, with the largest spikes clustering in the days immediately before this week’s advance. Positive funding means leveraged longs were paying a premium to hold their positions – a sign that bullish positioning was already building in the derivatives market ahead of the breakout, which likely amplified the move once price cleared the 100-day SMA and forced shorts to cover.
Shiba Inu open interest-weighted funding rate chart showing market positioning trends. Together, the liquidation skew and the funding trend point to a rally with a substantial leverage component. That doesn’t rule out genuine spot demand, but it does mean part of the advance reflects forced buying rather than new conviction alone.
Futures Volume Dwarfs Spot Activity Exchange data shows the bulk of trading activity is happening in derivatives rather than spot markets. Spot volume is led by Upbit (~$57.6 million) and Binance (~$41.6 million), with OKX, Bybit, Gate and Coinbase trailing well behind. Futures volume on OKX alone reached approximately $432 million, more than seven times its own spot total and roughly ten times the combined spot volume across all listed exchanges.
That concentration in futures markets is consistent with the liquidation and funding signals pointing to a leverage-heavy move.
The 200-Day SMA Is Now the Level to Watch With the 100-day average and the 0.236 Fibonacci retracement both cleared, the 200-day SMA at $0.00000584 is the next structural test, and this session’s high already touched it before price pulled back. That level carries extra weight because it lines up almost exactly with horizontal resistance from SHIB’s February consolidation high, giving the zone confirmation from both a moving average and prior price action rather than the SMA alone.
A daily close above that confluence would be the first since SHIB’s decline began, and would open room toward the 0.382 Fibonacci retracement near $0.00000639. Rejection at the 200-day would leave the rally similar to the prior session’s outcome at the 100-day: a resistance test without confirmation. In that case, the reclaimed 100-day SMA near $0.00000519 becomes the first level to hold, followed by the 0.236 Fibonacci retracement near $0.0000055.
An RSI reading above 80 raises the odds of consolidation or a pullback before any further extension, regardless of which side of this level the daily candle ultimately closes on. Two consecutive sessions of double-digit gains, both driven substantially by futures activity, is the kind of move that typically needs time to digest before it can be read as a durable trend change rather than a leverage-fueled spike.
Disclaimer: This article is for informational and analytical purposes only and does not constitute financial or investment advice. SHIB is a volatile asset, and technical indicators or historical price patterns cannot guarantee future performance. Readers should conduct their own research before making financial decisions. Methodology: Technical levels are based on the daily SHIB/USD Coinbase chart via TradingView, captured July 26, 2026. Liquidation, funding rate and exchange volume data are from Coinglass. Author
Kosta has reported on cryptocurrency markets and blockchain infrastructure since 2020, bringing over six years of hands-on experience in the crypto industry built through daily tracking of markets, trends, and emerging blockchain developments. Specializing in Bitcoin on-chain analysis, institutional ETF flows, and digital asset price action, his work at Coindoo has been cited by other news agencies and consistently covers market developments with a focus on data-driven reporting across Bitcoin, Ethereum, Solana, and XRP. Over the years, Kosta has contributed to multiple crypto media outlets in different regions, authoring over 6,000 articles across the sector. His reporting spans cryptocurrency markets and the broader fintech industry, tracking not only price action but also the technological and regulatory forces shaping the ecosystem. To support his analysis, Kosta actively leverages on-chain data and metrics from leading platforms such as Santiment, Glassnode, and CryptoQuant, enabling deeper, evidence-based market insights. He believes in the power of transparency and the data that underpins the blockchain ecosystem. His academic background in Marketing Management from Denmark further complements his analytical approach, adding a strong understanding of communication strategy and content positioning to his work.
Capital flows into speculative assets in an unpredictable market can cut both ways.
According to CoinMarketCap data, the memecoin market could be entering its strongest phase of the year. Over the last 24 hours, high-cap memecoins have dominated capital flows, with Pepe [PEPE], Shiba Inu [SHIB], Dogecoin [DOGE], and others all landing among the top 10 gainers. This comes as most large-cap crypto assets remain stuck in a tight consolidation range, pointing to a growing risk appetite among investors.
Zooming in, however, the picture looks different. As the chart below shows, the memecoin market cap has added just over $1 billion during the same period. Why does this matter? It suggests capital is rotating into a handful of high-conviction speculative assets rather than flowing “across” the broader memecoin market.
Source: CoinMarketCap Notably, that’s exactly why this setup can cut both ways.
The logic is simple: concentrated capital often strengthens momentum in the near term, but it also makes the rally more fragile. If sentiment shifts, crowded positioning can unwind just as quickly. And as CoinMarketCap noted, derivatives positioning is heating up.
According to CoinGlass, Dogecoin’s Open Interest (OI) has risen 7%+ this week. SHIB’s setup looks even more aggressive, with OI surging 60% over the last 24 hours alone. In short, leverage is building rapidly around a few high-cap memecoins, reinforcing the idea that speculative capital is becoming concentrated.
In a volatile market, this kind of leverage buildup can quickly spill over into the broader crypto market. Naturally, the key question is whether this is an early sign of excessive speculation that could trigger a sharp flush or the first stage of a broader memecoin cycle.
With August around the corner, the answer could determine whether memecoins become the market’s biggest source of risk or its strongest bullish catalyst.
Why SHIB’s surge could reshape the memecoin narrative SHIB is shaping up as the memecoin to watch for where the sector heads next.
Technically, SHIB is leading the memecoin pack, rallying 37% over the past week to become the only memecoin in this week’s top five gainers. More importantly, the breakout has reclaimed $0.000015. So, in just seven days, SHIB has climbed back to two-month highs, signaling an “aggressive” shift in momentum.
The risk, however, is that leverage is building just as price breaks resistance. If early buyers begin locking in profits, the move could trigger a wave of long liquidations, quickly cooling momentum across the broader memecoin market. The key takeaway? SHIB’s rally doesn’t appear to be driven by leverage alone.
Source: Shibburn As the chart above shows, SHIB’s 37% rally has coincided with the burn of more than 279.7 million SHIB, adding a supply-side tailwind to the move.
At the same time, whale accumulation has picked up, suggesting spot demand is supporting the breakout. According to Arkham Intelligence, a prominent whale recently accumulated 30.18 billion SHIB from Binance in a single transaction worth $125,270. With token burns accelerating and whales continuing to accumulate, SHIB is beginning to show the early signs of a supply squeeze.
In this context, “FOMO” across the memecoin market could continue building, potentially laying the groundwork for a broader memecoin cycle heading into August.
Final Summary High-cap memecoins are leading the market, with SHIB at the center as leverage, and investor interest continues to rise. SHIB’s rally is backed by whale buying and rising token burns, fueling hopes of a broader memecoin rally in August.
Shiba Inu surged more than 35% this week, marking a significant breakout after months of declining prices and stagnant trading. The token, now trading nearly at $0.0000057, staged its strongest weekly rally in a considerable period, catching many market participants off guard.
Multi-year downtrend under pressureSHIB previously reached its peak around $0.0000340 in December 2024, followed by an extended downtrend throughout 2025. The price consistently hit lower highs, remaining firmly below a dominant descending trendline for several months.
The current weekly candle has tested this long-standing downtrend for the first time since its formation. Over the last seven days, SHIB bounced from a low of $0.00000409 and began challenging the trendline anchored to 2025’s highs. Despite the recent move, the token has yet to secure a decisive weekly close above the trendline, with price wicks briefly breaching it but failing to maintain momentum.
Notably, even after the swift rally, SHIB remains far below key resistance levels. The 23.6% Fibonacci retracement of the decline from 2024 to 2026 stands at around $0.0000269, well above the current price. The weekly Relative Strength Index (RSI) has only just lifted from the low 30s, indicating that, while a significant bounce has occurred, the recovery of the overall trend remains uncertain.
Short squeeze triggers rapid moveRecent derivatives data points to a classic short squeeze as the catalyst for the price jump. Over the past day, SHIB futures liquidations reached $2.32 million, with short sellers accounting for $1.77 million of that total. Net inflows to SHIB futures markets soared by more than 2,000%, and open interest stands near $64.7 million, reflecting intense trading activity and volatility.
Futures market flows confirm a major short squeeze, as liquidation volumes and open interest both climbed rapidly. Substantial numbers of participants were caught too heavily short in a market swiftly reversing direction.
According to technical data, this was less a reaction to fundamental news and more a byproduct of market positioning and leverage, with traders forced to close out losing positions as prices jumped.
Intraday charts highlight key breakout movesExamining the 15-minute SHIB chart, the rally unfolded over two major legs. The initial surge propelled SHIB from approximately $0.0000042 to nearly $0.00000504, after which a brief consolidation formed a bullish flag pattern.
The pullback after this first move only barely dipped below the 23.6% Fibonacci level for the leg, giving way to renewed buying that ignited the second breakout. An ascending trendline has so far supported the rally, signifying persistent buying during minor retracements.
Intraday RSI peaked at about 87 during the initial push, indicating strong momentum. Although it cooled during consolidation, the RSI remains elevated in the high 70s, suggesting ongoing bullish pressure but also leaving room for increased volatility if momentum weakens.
Crucial levels for traders to monitorThe immediate area to watch now is the descending 2025 trendline, which sits close to the current trading price. A confirmed weekly close above this threshold would be the first in over a year and could signal further upside. On lower timeframes, the $0.0000048 flag low serves as key support; a break below this could negate the short squeeze narrative and put downward pressure back on SHIB.
For traders and investors seeking to stay ahead of rapid market shifts, monitoring technical indicators such as trendlines and RSI becomes essential. To streamline this process, CryptoAppsy offers a single-screen solution integrating real-time price tracking, detailed charts, multi-currency portfolios, and customizable price alerts. Users can also filter news for specific tokens, discover newly listed altcoins, and monitor global macroeconomic indicators like Fed interest rates—all features designed to keep market participants informed and proactive in fast-moving environments.
As always, these observations reflect an analysis of charts and on-chain metrics; past trendline breaks have not always led to sustainable rallies for SHIB. The token’s next moves will depend on whether it can hold above key technical levels in the coming sessions.
Even after the sharp weekly gain, SHIB’s price remains well below major resistance levels, with technical metrics suggesting the token has rebounded from oversold conditions rather than shifting into a confirmed bull trend.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Over the course of the last 24 hours, Shiba Inu recorded gross exchange inflows of about 2.4 trillion SHIB as its price abruptly increased from about $0.0000042 to $0.0000054. Nevertheless, the information does not indicate that a single identifiable whale made the full deposit.
Exchange wallets receive inflowsIt shows total transfers into tracked exchange wallets, most likely the result of traders, market makers, and large holders shifting positions during the rally. Differentiating between inflow and netflow is crucial. Approximately 2.376 trillion tokens simultaneously left trading platforms, despite exchanges receiving about 2.399 trillion SHIB. As a result, netflow was only around 22.6 billion SHIB.
SHIB/USDT Chart by TradingViewTherefore, rather than 2 trillion tokens of additional sell-side supply, the headline figure shows strong two-way movement. Because of this, SHIB's price response is more important. Buyers absorbed the available supply and drove the token through its short-term moving averages in spite of the high deposits.
HOT Stories
The daily chart displays a test of the 200-day average near $0.0000050 after a volume-backed breakout above the 50-day and 100-day averages. Strong momentum was confirmed by the RSI surge above 78, which also suggested overheated short-term conditions. South Korean retail activity is one of the primary catalysts, according to market reports that are currently available.
You Might Also Like
Crypto Briefing noted that activity on Upbit had previously become comparable to Binance and attributed a large portion of the rally to unusually high demand from Korean traders. Recent whale accumulation was also noted as a contributing factor in the report. A limited supply of liquid tokens could have intensified the action. Centralized exchange reserves have dropped to about 86.1 trillion SHIB, a historical low, according to CoinMarketCap's market summary.
What caused the spike?A sudden spike in demand may result in a disproportionately large price response when fewer tokens are still easily accessible for trading. Increased burn activity and a resurgence of interest in Shibarium are additional secondary factors. Prior to the breakout, SHIB's burn rate had risen, and network activity was also improving. Nevertheless, a double-digit daily rally cannot be explained by the amount burned alone because it is still too small in comparison to the circulating supply.
Whale positioning, decreased exchange liquidity, short covering after SHIB broke technical resistance, and Korean-led speculative demand are therefore the most likely explanations. As of right now, there is no solid proof that a single entity caused the entire inflow. The same exchange activity now carries risk.
High gross inflows indicate that holders have transferred a significant amount of inventory into positions that can be traded right away. Profit-taking may occur soon unless demand stays high, especially since the RSI is already getting close to overbought.
Muthoni Mary is a seasoned crypto market analyst and writer with over three years of experience decoding blockchain trends, price movements, and market dynamics. She holds a Bachelor’s Degree in Commerce (Finance) from Kenyatta University, blending a solid academic foundation with a sharp eye for technical analysis and a deep understanding of on-chain data. Her work delivers clear, data-driven insights that empower investors to navigate the fast-evolving digital asset space with confidence. When she’s not analyzing the markets, Mary enjoys reading and travelling.
Read full bio
Copied!
Why Trust CoinGape
CoinGape has covered the cryptocurrency industry since 2017, aiming to provide informative insights to our readers. Our journal analysts bring years of experience in market analysis and blockchain technology to ensure factual accuracy and balanced reporting. By following our Editorial Policy, our writers verify every source, fact-check each story, rely on reputable sources, and attribute quotes and media correctly. We also follow a rigorous Review Methodology when evaluating exchanges and tools. From emerging blockchain projects and coin launches to industry events and technical developments, we cover all facets of the digital asset space with unwavering commitment to timely, relevant information.
Sponsored This page may contain affiliate links. If you sign up through these links, we may earn a commission at no additional cost to you. This does not influence our editorial reviews or rankings.
Highlights
The crypto market is gaining today, July 26, as retail demand returns. Meme coins are the top movers, with SHIB up by 25% in 24 hours. Sberbank's crypto platform launch marks the biggest news today. The crypto market is up today, July 26, with meme coins leading the gains as retail hype returns ahead of a potential CLARITY Act vote.
Top Movers Meme coins are making the biggest moves today, with their total market cap gaining by 11% to $24.74 billion. Crypto Market Outlook July 26 Shiba Inu is the top gainer today with a 25% gain to trade at $0.0000055. SHIB’s gains come amid a surge in buying pressure, with trading volumes rising by 782% per CoinMarketCap data. SHIB/USDT: 15M Chart (Source: TradingView) The other top movers include Pepe Coin (PEPE), up 7.5% to $0.0000029 and Pudgy Penguins (PENGU), up 5.2% to $0.006. Biggest News of The Day The biggest bank in Russia, Sberbank, is planning to launch a crypto trading platform and a digital custody system by December 2026. The move comes ahead of Russia’s new crypto regulations that go into effect on September 1. The upcoming launch marks the latest effort by Sberbank to attract crypto market clients after launching structured bonds tied to bitcoin in 2025. Crypto Market Data Total Crypto Market Cap: $2.2 trillion (+0.73%) 24-Hour Volumes: $38.23 billion Bitcoin: $64,483 (+0.56%) Ethereum: $1,878 (+1.06) XRP: $1.09 (+0.76) Bitcoin Dominance: 58.7% Ethereum Dominance: 10.3% Altcoin Season Index: 55/100 24-Hour Liquidations: $82 million ($43 million on long liquidations and $39 million in short liquidations) Fear and Greed Index: 26 (fear) What to Watch in the Crypto Market Today The CLARITY Act remains the key event to watch in the crypto market today. Brokerage giant Charles Schwab has urged the US Senate to pass the bill. The founder of Skybridge Capital, Anthony Scaramucci, warns that the bill could meet a brutal death if it does not reach the Senate floor. The odds of the CLARITY Act passing in 2026 have dropped to 34% on Polymarket. Catch up on yesterday’s biggest moves in our Crypto Market Brief for July 25.
Investment disclaimer: The content reflects the author's personal views and current market conditions. Please conduct your own research before investing in cryptocurrencies, as neither the author nor the publication is responsible for any financial losses.
Ad Disclosure: This site may feature sponsored content and affiliate links. All advertisements are clearly labeled, and ad partners have no influence over our editorial content.
Frequently Asked Questions (FAQs)
1. Why is the crypto market up today?
The crypto market is up today amid a surge in retail and institutional demand.
2. What is the biggest news in the crypto market today?
The biggest news in the crypto market today is the launch of a crypto trading and digital custody platform by Russia's Sberbank.
3. Which crypto is the top mover in the crypto market today?
The top mover in the crypto market today is SHIB with a 25% gain.
Related Articles
Top Picks: Project discovery & trends
About Author
About Author
Muthoni Mary is a seasoned crypto market analyst and writer with over three years of experience decoding blockchain trends, price movements, and market dynamics. She holds a Bachelor’s Degree in Commerce (Finance) from Kenyatta University, blending a solid academic foundation with a sharp eye for technical analysis and a deep understanding of on-chain data. Her work delivers clear, data-driven insights that empower investors to navigate the fast-evolving digital asset space with confidence. When she’s not analyzing the markets, Mary enjoys reading and travelling.
SHIB re-enters top 25 on a whale-driven squeeze, not real demand. SHIB jumped ~40% in two days, adding nearly $1B in market cap. Etherscan data shows a Gini index of 0.9957, with 802 wallets controlling 94.71% of supply and retail under 2% — and the rally now faces a hard ceiling at the $3.5 billion resistance zone (aligned with the 200-day EMA).XRP: one whale is betting against a market that's mostly bullish. A single Hyperliquid wallet holds a $13.84M, 20x-leveraged short (liquidation at $1.68 vs. XRP's $1.10 price), even as other large traders stay net-long and U.S. XRP ETFs pull in $8 million in weekly inflows.AI agents are now paying each other in Bitcoin. Block's new Nostr-based chat app, Buzz, is hosting Claude- and DeepSeek-powered agents that negotiate prices, subcontract work, and settle in BTC — since agents can't open bank accounts but can hold crypto keys.Bitcoin is range-bound near $64,000 ahead of the July 29 FOMC meeting. A break above $65,700 opens $67,500; losing $63,000 risks $60,000–$58,000. The CLARITY Act's 2026 odds have slipped to 38% on Polymarket amid banking-sector pushback.Rally on empty order books: SHIB breaks into top 25 but hits a wall of whalesOver the past two days, meme token SHIB surged as much as 40%, adding almost $1 billion to its market capitalization and climbing to 25th place in the CoinMarketCap ranking. The prediction published on July 22 about the Shiba Inu coin returning to its key price magnets played out with surgical precision.
However, a look under the hood at the latest on-chain data shows that it is still too early for the retail market to celebrate. The rally occurred in an artificial vacuum.
HOT Stories
Four days ago, our coverage already warned that SHIB's exchange order books had become dangerously thin, as small investors had largely disappeared from the market and tokens had been moved to cold wallets. The liquidity shortage thesis has now been confirmed in full.
Shiba Inu (SHIB) market capitalization chart with 200-day moving average (red), Source: TradingViewA fresh on-chain snapshot from Etherscan shows an extreme level of centralization: the Gini index, a measure of inequality, has surged to 0.9957, while all retail holders combined — the "shrimp" and "crab" categories — control less than 2% of the supply.
The token's fate is now being decided by just 802 whale wallets, which hold 94.71% of all coins, worth around $5.21 billion. Seven of the largest players each control at least 1% of the total supply.
When the first large orders reached exchanges, primarily South Korea's Upbit, the half-empty order books could not absorb the pressure. The shortage of available tokens immediately catapulted the price higher, while triggering a cascade of more than $5 million in short liquidations. On this momentum, SHIB technically overtook Tether Gold, Avalanche, Sui, and Hedera.
Shiba Inu (SHIB) holders overview after 40% surge in 2 days, Source: EtherscanDespite the impressive green candle, the rally appears to have reached its logical dead end. Market capitalization has settled near $3.38 billion, directly below the lower boundary of the historical resistance block at $3.49 billion–$3.54 billion. The main technical barrier, the 200-day exponential moving average, also runs through this area.
Breaking through this wall without a real, organic influx of new mass-market buyers is practically impossible. The current rally is a speculative liquidity squeeze orchestrated by a narrow group of large addresses.
For the 802 whales, the 200-day EMA is an ideal level at which to take profits against the crowd's remaining optimism. A breakout above this line is unlikely under current conditions. It will most likely become SHIB's ceiling, followed by a severe pullback.
Hyperliquid whale opens $14 million short against bullish XRP trendA major anomaly has emerged in XRP positioning on the decentralized Hyperliquid platform. At first glance, top traders with balances above $1 million — the Money Printer category as per CoinGlass — appear aggressively bearish, with $35.7 million in XRP shorts against just $6.2 million in longs.
However, this imbalance is the result of the actions of a single player. The lion's share of the bearish volume, $13.84 million, comes from one wallet, "0x46....58a5". The trader is holding an isolated short position with aggressive 20x leverage.
With XRP currently trading at $1.10, the position's liquidation level stands at $1.68. The trade still has a substantial safety margin, but one major piece of crypto news could quickly reduce that distance.
XRP short seller on Hyperliquid with liquidation set at $1.68 per coin, Source: CoinGlassMeanwhile, the rest of the large capital on the platform is unanimously betting on the asset's growth. Traders with positions between $500,000 and $1 million hold net longs, with $2.9 million in long exposure against $2 million in shorts.
Notably, XRP is a targeted exception for this group, as the same wallets are net short BTC and ETH. Local optimism is also supported by the external backdrop: U.S. XRP ETFs recorded $8 million in net capital inflows over the past week.
The large short seller remains comfortable for now, as the $1.68 liquidation level is still far away. However, a $14 million position with 20x leverage will clearly remain the main reference point for local market manipulation.
AI agents begin hiring one another for Bitcoin in Jack Dorsey's new messengerBlock, the company founded by Twitter co-founder Jack Dorsey — who has long been the subject of a theory claiming that he is Bitcoin creator Satoshi Nakamoto — has released Buzz, an open, decentralized alternative to Slack. Just 24 hours after its launch, the corporate chat platform turned into an autonomous marketplace where AI agents conduct business with one another without human involvement, as found out by the "Documenting Bitcoin" portal.
The latest precedent shows how easily real production work can be automated. A person simply posts a coding task in a channel and allocates a budget in satoshis.
Jack Dorsey’s company released an open source version of the team chat app Slack called “Buzz”
Within a day, users have enabled agentic economic collaboration. Artificial intelligence agents are paying each other back and forth independently using bitcoin pic.twitter.com/7V1eyBThmp
— Documenting ₿itcoin 📄 (@DocumentingBTC) July 26, 2026 From that point, a pure market economy takes over, as agents powered by current Claude and DeepSeek models negotiate prices directly in the comments, win contracts, and immediately hire subcontractors, distributing cryptocurrency across wallets in real time.
The main hook is that Bitcoin became a forced but ideal choice for AI. A digital agent physically cannot open a bank account, but Buzz's architecture, built on the Nostr protocol, gives every bot its own sovereign cryptographic key.
As a result, an isolated economy has emerged inside workplace chats, where software independently earns money, divides budgets, and hires third-party LLMs.
Crypto market outlook: BTC holds $64,000 near critical miner floorInstitutional capital is stabilizing the market near the bottom of a nine-month bearish trend that began after the $126,000 peak in October 2025. While open interest is being cleared of excessive leverage and Ethereum and Solana have lost more than 40% of their value, large funds are aggressively accumulating BTC, creating a price floor near miners' critical production cost of $58,000.
Key checkpoints:
Bitcoin remains trapped in a narrow range: BTC is trading within a descending wedge near $64,000, recovering from its recent pullback from $67,000. A breakout above $65,000–$65,700 would open the way toward a test of $67,500, while losing the $63,000 support level would shift bearish targets toward $60,000 and $58,000.The market is waiting for a macroeconomic trigger: Investor attention is focused on the U.S. Federal Reserve's FOMC meeting on July 29, 2026. The market is pricing in an unchanged interest rate of 3.5%–3.75%, although Brent crude trading above $100 continues to create hawkish risks.Forces remain divided over the CLARITY Act: Political lobbying in the United States has reached its peak ahead of the Senate recess. The probability of the key crypto bill passing in 2026 has fallen to 38% on Polymarket due to resistance from the banking sector, despite strong support from BlackRock and Fidelity.Altcoins capitulate despite strong on-chain data: Ethereum and Solana have corrected by 42% and 45% from their respective peaks. At the same time, Bitcoin's fundamental network metrics, including its hash rate and long-term holder accumulation volumes, remain near historical highs, acting as a price filter against a deeper decline. You Might Also Like
Türkiye‘deki kripto para yatırımcılarının son günlerde en çok hangi projeleri takip ettiği ortaya çıktı. CoinGecko’nun 26 Temmuz tarihli Trending Cryptocurrencies in Türkiye verilerine göre listenin ilk sırasında DeXe (DEXE) yer aldı. Onu Shiba Inu (SHIB) ve Bitcoin (BTC) izledi.
İlk bakışta sıradan bir trend listesi gibi görünüyor.
Ancak veriler biraz daha yakından incelendiğinde yatırımcı davranışında dikkat çekici bir değişim öne çıkıyor. Türk yatırımcılar sadece yükselen varlıklara değil, sert fiyat hareketleri yaşayan projelere de yoğun ilgi göstermeye başladı.
DeXe’nin Zirveye Çıkmasının Arkasında Ne Var? DeXe’nin listenin ilk sırasında yer alması, fiyat performansıyla aynı doğrultuda ilerlemedi. Proje son yedi günde yaklaşık %89 değer kaybetmesine rağmen Türkiye’de en çok araştırılan kripto para oldu.
Bu durum, sert düşüş yaşayan projelerin yatırımcıların radarına girdiğini gösteriyor. Bazı yatırımcılar olası dip seviyelerini takip ederken, bazıları ise yaşanan değer kaybının nedenlerini araştırıyor. Fiyat gerilerken arama hacminin artması, kripto piyasasında sık görülen davranış kalıplarından biri olarak öne çıkıyor.
Kazandıran Altcoinler de Listede Yerini Aldı Trend listesinin tamamına bakıldığında yalnızca düşüş yaşayan projeler öne çıkmıyor. Son günlerde güçlü yükseliş kaydeden bazı altcoinler de yatırımcıların ilgisini çekmiş durumda.
Bunların başında Euler (EUL) geliyor. Proje son yedi günde yaklaşık %170 yükseliş kaydetti. Lorenzo Protocol (BANK) ise aynı dönemde %158 değer kazanırken, Pons (PONS) yüzde 230’un üzerindeki performansıyla dikkat çekti.
Bu tablo, yatırımcı ilgisinin iki farklı noktada yoğunlaştığını gösteriyor: sert yükselenler ve sert düşenler.
Aradaki sakin projeler ise daha az konuşuluyor.
Büyük Kripto Paralar Yerini Koruyor Trend listesindeki hareketliliğe rağmen piyasanın büyük oyuncuları görünürlüğünü kaybetmiş değil. Bitcoin, Ethereum, Shiba Inu ve Avalanche, Türkiye’de en çok araştırılan varlıklar arasında yer almayı sürdürdü.
Bu tablo, yatırımcıların bir yandan yüksek volatilite sunan altcoinleri izlerken diğer yandan piyasanın ana varlıklarını takip etmeye devam ettiğini gösteriyor. Özellikle belirsizliğin arttığı dönemlerde yatırımcı ilgisinin hem köklü projelere hem de kısa sürede sert fiyat hareketi yaşayan tokenlara yönelmesi, piyasadaki risk iştahının tek bir alanda toplanmadığını ortaya koyuyor.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Cover image via U.Today Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Shiba Inu jumped nearly 40% to a high of $0.00000582 on Sunday, adding about a billion dollars to its market capitalization in a single day. SHIB is now the 25th largest cryptocurrency with a market capitalization of $3.12 billion.
The rise had no announcement or development to account for it, taking the crypto community by surprise as most digital assets traded down or posted with minimal gains.
SHIB is back where it belongs.💪
#24 by market cap.
The momentum is building.
The world is watching.
Next stop... higher.
LFG!!🔥 pic.twitter.com/bFdmFlwXQF
— KURO🐾SHIBARMY JPN🇯🇵 (@kuro_9696_9696) July 26, 2026 Kuro, a prominent SHIB community member from Japan, reacted to the price rise in a recent X post, saying that Shiba Inu is back where it belongs. He highlighted a surge in momentum as SHIB gains attention. "The momentum is building, the world is watching," Kuro stated, adding that the "Next stop higher."
You Might Also Like
HOT Stories
Shiba Inu is currently holding the number 1 trending spot on CoinMarketCap. Kuro stated that this means the world's attention is turning toward SHIB.
SHIB price surgeShiba Inu saw a massive surge from a low of $0.00000417 on Saturday to $0.00000518, with a breakout past the daily MA 50, which had capped its price since mid-May.
This provided support for the bulls, with the rally extending into Sunday to a high of $0.00000582. Shiba Inu's 24-hour trading volume has spiked 1,245% to $717 million as traders rushed in to take advantage of the price volatility.
You Might Also Like
The exact catalyst for the rise remains unknown as Shibarium stays relatively quiet despite an increase in transactions. The SHIB layer-2 blockchain saw a 152% increase when the daily transaction count rose from 1,100 to 2,780 on July 25.
Memecoins rallied but could not keep up the pace of Shiba Inu's rise; Dogecoin rose 6% and smaller-cap tokens including Pepe coin increased as much as 10% daily, indicating something specific to SHIB rather than a rotation into memecoins.
South Korean buying stands out. Shiba Inu tops Upbit markets with SHIB/KRW accounting for $68.99 million in volume. South Korean traders are known for driving wild rallies in high-volatility tokens, and the Shiba Inu price gain follows this trend, with an initial push late Saturday, nine hours of consolidation, and a second surge into the Asian morning.
No partnership. No protocol upgrade. No celebrity tweet. Yet Shiba Inu roared 36% higher on Sunday, with the overwhelming majority of the volume landing on South Korean exchanges, according to a CoinDesk market report. The isolated spike has left traders searching for a reason that simply does not exist in any on-chain or off-chain announcement.
Other dog-themed tokens saw no comparable lift. The rally was unique to SHIB, and the volume signature pointed squarely at Korean platforms. That concentration of activity often signals a different kind of price event—one driven less by fundamental catalysts than by local retail dynamics and the trading rhythm of a handful of exchanges.
The Korean Liquidity Engine South Korea has long been a unique pressure point in crypto markets. Exchanges like Upbit and Bithumb frequently become the epicenter of isolated price runs, especially for tokens that have strong retail followings. When buying overwhelms Korean order books, the resulting premium can force global prices to recalibrate, even if the move starts as a purely local phenomenon. In SHIB’s case, the data shows that Korean won-denominated pairs did the heavy lifting while global volume remained comparatively thin.
That dynamic is reminiscent of the famous kimchi premium that once characterized Bitcoin trading in the country, though it now manifests in spurts across the altcoin universe. Traders who track these regional imbalances understand that momentum from Korean crypto communities can sustain itself for days—or unravel just as quickly if liquidity suddenly dries up.
A Rally Without a Story Meme coin breakouts ordinarily have some narrative hook. A new exchange listing, a burn mechanism, a hint of integration, or a viral social media campaign can create a feedback loop of attention and buying pressure. This SHIB move had none of that. No development was announced, no wallet migration was scheduled, and sentiment across the broader meme token sector remained subdued.
In the absence of a clear trigger, speculation has turned to the possibility of a large whale position being rolled over on Korean exchanges, or an algorithmic cascade that amplified initial buying. But publicly available trade data hasn’t yet confirmed anything beyond a volume concentration on a few platforms. That leaves the market reading tea leaves. Similar breakouts in other assets have recently been tied to concrete developments—SUI’s 18% jump earlier this year, for instance, relied heavily on institutional staking and a high-profile fintech partnership. SHIB’s surge lacks that kind of scaffolding.
What makes this especially unusual is the selectivity. The Korean crypto retail base is known for rotating attention between domestic favorites, but even so, a 36% single-day move without anything new under the hood raises questions about how long the momentum can hold.
Open Questions for Traders For anyone watching the order books, the immediate unknown is whether this is accumulation or distribution disguised as a breakout. When volume concentrates on a single regional cluster, it can be easier for large holders to offload into strength without triggering a broader sell-off. Alternatively, genuine grassroots buying from Korean communities can keep a rally alive for several sessions before global arbitrageurs step in and equalize prices.
The sustainability of the move will likely depend on whether global exchanges begin to see a parallel volume uptick. If SHIB continues to trade as a Korea-heavy story, the risk of a sharp reversal climbs. If the move broadens and starts pulling in global speculators, it could cement a higher range, at least temporarily. If sustained, the jump would place SHIB among the week’s top-performing tokens, alongside names that have had more obvious catalysts.
For now, the market is left with an unusually large price candle, a quiet news cycle, and a reminder that Korean exchange flows remain one of the most powerful—and least predictable—forces in altcoin trading.
AUTHOR
Mysterious crypto writer with expertise in blockchain, offering deep insights that captivate and intrigue readers. With a unique ability to uncover hidden insights and trends, Samuel delivers in-depth analysis and thought-provoking content that keeps readers on the edge of their seats. His writing style is engaging and informative, blending technical knowledge with a sense of intrigue, making complex crypto topics accessible to both newcomers and seasoned industry professionals. Samuel’s work continues to capture the attention of the crypto community, solidifying his reputation as a trusted voice in the space.
Clearly, there must be a typo in that headline. I’m the one who is always preaching about getting the yield you deserve. So, why would I even consider buying a company that can’t keep its payouts reliable?
The short answer: because sometimes a cut now is the right decision for long-term investors.
Money is a finite resource, unless you happen to be the US government, but that’s a different story. For people and businesses, there are only so many dollars at our disposal.
Management teams have to decide what to do with each dollar of profit:
Keep it as cash for a rainy day Reinvest it back into the business via R&D, marketing, debt payoff, etc. Distribute it to the owners, aka shareholders, as dividends Companies in a growth phase will be heavily reinvesting their profits into the business. Thriving mature businesses may not have to invest as aggressively, leaving more of the pie for dividends. It’s a delicate balance.
I know it sounds a little dramatic, but the future of any company—and your investment—depends on the right amount of money being used to support and grow the business. That’s true whether it ever pays a dividend or not.
For income investors like us, there is another layer to this balance. We are following company behavior to ensure that we’ll continue to receive our dividends.
Since it’s my job to keep an eye on all things dividend investing, I watch for any dividend suspensions or cuts… and there is one in particular that caught my attention last week.
An Industry Under Stress The middle aisles of a grocery store have been struggling for the past few years. Inflation has been shrinking consumer’s pocketbooks, and now GLP-1s are changing the way 11% of Americans purchase food.
Consumer staples companies are trying everything they can think of to adapt. Some have cut prices in an attempt to trade margins for volumes. Some are innovating by adding protein to just about anything. But consumers are still reaching for fresher ingredients and private labels in those middle aisles.
Conagra Brands (CAG) is one of the middle-aisle grocery giants that is struggling. It’s the parent company of Hunt’s tomato products, Vlasic pickles, Orville Redenbacher’s popcorn, and Banquet meals. Those are just a few of its over 100 brands.
Its revenue peaked in 2023 at $12.2 billion and has been declining ever since. Shares have also collapsed since hitting a high of $41.03 back in January 2023.
The stock has crashed 64% in a little over 3.5 years. But a closer look shows you that investor sentiment has recently changed—shares are up 13.9% in the past month. The catalyst? Cutting the dividend in half.
Last week, Conagra’s new President and CEO John Brase did what investors suspected would happen. With the dividend cut now behind us, it’s no longer being priced into the shares.
The cut also lowered the dividend payout ratio closer to 50% from 80%, and its sustainability is much more probable.
Is that enough to recommend Conagra?
Déjà Vu or a Different Ending The dividend cut is part of a bigger strategy to guide Conagra back to a path of growth. It was Brase’s first earnings call and he took no time to change the narrative of the former team. Here’s the focus of the new plan:
Restore margins and stability Increase investment in brands and supply chains Simplify and reduce complexity in the portfolio and organization Rebalance capital allocation Although vague, it sounds like a good plan. This isn’t my first rodeo with management waving around a strategic plan that promises a more stable future.
What stops me in my tracks is that this sounds eerily like the B&G Foods (BGS) strategic plan. I initially thought that one was good, too… until quarter after quarter passed with no progress.
I ended up taking a massive loss on a position because management just couldn’t seem to execute a plan.
Conagra’s management said more details on the long-term strategy will come early in the 2027 calendar year and I’ll be watching. We should expect to see progress on reducing the number of SKUs. And I want to see the reasoning behind which businesses will be kept and which might be divested.
I do think Conagra is a good deal at these prices. Even after the cut, its current yield is still 4.6%. However, we need to see the details on its strategic plan and progress on reaching those goals before considering these shares a solid buy.
For now, the dividend cut is a good first step, and a green flag to add these shares onto our watchlist.
For more income, now and in the future,
Kelly Green
Originally published July 22
For more news, information, and strategy, visit ETF Trends.
Major indexes remain volatile as investors assess key earnings releases and geopolitical tensions in the Middle East. Investors with a long-term horizon should look beyond the ongoing noise and focus on stocks that are well-positioned to generate strong returns.
In this regard, recommendations of top Wall Street analysts can help shortlist stocks with robust growth opportunities. These experts conduct an in-depth analysis of all the macro and micro factors affecting a company, focusing on its long-term growth potential.
Here are three stocks favored by some of Wall Street's top pros, according to TipRanks, a platform that ranks analysts based on their past performance.
CrowdStrikeCrowdStrike Holdings is a cloud-native cybersecurity provider. The company recently announced an expanded partnership with Schwarz Digits to bring its Falcon platform to European enterprises.
After hosting several European investor meetings with the CrowdStrike CFO, Stifel analyst Adam Borg reiterated a buy rating on CRWD stock and increased his price target to $230 from $220.
The five-star analyst said that the meetings increased his confidence about CrowdStrike being an "important, well-positioned cybersecurity platform vendor that is an AI beneficiary given its expansive portfolio, unique data set, and ability to both secure AI and use AI to improve security."
Among the key takeaways, Borg noted that AI is driving a major shift in cybersecurity demand as it presents software vulnerabilities that can be exploited by less sophisticated hackers with capabilities that were once limited to government-backed hacking groups. This has led to companies making cybersecurity a top priority, driving customer interest in CrowdStrike's new AI Detection & Response solution and its broader security platform.
Borg added that AI-driven demand is expanding CrowdStrike's pipeline and supporting confidence in the company's higher fiscal 2027 net new annual recurring revenue guidance issued last quarter. Overall, Borg believes that CrowdStrike has multiple growth drivers that can help maintain revenue growth in at least the high-teens and drive improved profitability in the years ahead.
Borg ranks No. 651 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 65% of the time, delivering an average return of 15%. See CrowdStrike Ownership Structure on TipRanks.
AST SpaceMobileMoving on to AST SpaceMobile, a company building a global cellular broadband network in space. Recently, Piper Sandler analyst Alexander Potter initiated coverage of space-related stocks. While the analyst assigned AST SpaceMobile a buy rating with a price target of $100, he has a neutral stance on rocket builders SpaceX and Rocket Lab due to valuation concerns.
"We prefer ASTS, due to a more palatable valuation, and a clearer path to EBITDA upside," said Potter.
The five-star analyst highlighted that AST SpaceMobile builds satellites that connect directly to smartphones, ensuring network connectivity for users everywhere and enabling applications like video calls, streaming, and gaming. Potter added that ASTS' technology helps Mobile Network Operators, or MNOs, expand coverage and offer add-on services to travelers and users in remote locations.
Additionally, Potter noted that ASTS has collaborated with and received equity investments from some of the largest MNOs, including AT&T, Vodafone, Verizon and Rakuten. He explained that by working with these carriers instead of competing against them, ASTS gains access to more than 3 billion subscribers.
Potter ranks No. 708 among more than 12,300 analysts tracked by TipRanks. His ratings have been profitable 48% of the time, delivering an average return of 17.2%. See AST SpaceMobile Technical Analysis on TipRanks.
BroadcomFinally, let's look at Broadcom, a provider of custom AI chips and networking solutions. Recently, Morgan Stanley analyst Joseph Moore reiterated a buy rating on Broadcom stock with a price target of $502.
The five-star analyst is surprised by the underperformance of AVGO stock so far this year compared to its peers, especially given continued momentum in AI-driven demand. Moore cited concerns that competitor MediaTek could gain market share from Broadcom in Google's tensor processing unit chip business and investor preference for faster-growing AI chip names as reasons for the underperformance.
While Moore acknowledged that MediaTek's role in Google's TPU business is growing, he contends that it is unlikely to disrupt Broadcom's position significantly. He expects Broadcom to continue to be the major TPU supplier, with about 80% market share. Overall, Moore believes that concerns about a decline in AVGO's market share to 50% or its eventual replacement seem premature.
"AVGO should retain majority share, sustain strong AI growth, and remain a core compute winner, close behind NVDA," said Moore.
The analyst explained that his bullish outlook on Broadcom is based on the company's solid advantage in high-bandwidth memory supply, chip packaging capabilities, and large-scale production. Moore also highlighted AVGO's dominance in AI ASIC chips, strong networking business, and new customer wins.
Moore ranks No. 148 among more than 12,300 analysts tracked by TipRanks. His ratings have been successful 60% of the time, delivering an average return of 25.5%. See Broadcom Insider Trading Activity on TipRanks.
ABD Başkanı Donald Trump‘ın son bir haftada attığı jeopolitik ve ticari adımlar küresel piyasalarda sert dalgalanmalara yol açtı. İran’a yönelik sert açıklamalar, yeni gümrük tarifeleri ve Çin bağlantılı tedarik zincirlerini hedef alan kararlar yatırımcıların risk iştahını azaltırken, Brent petrolün yeniden 100 doların üzerine çıkması enflasyon ve faiz beklentilerini de yeniden gündeme taşıdı. Artan tahvil faizleri ise Bitcoin ve teknoloji hisselerinde baskıyı artırdı.
İşte 19-25 Temmuz haftasında piyasaları en fazla etkileyen beş Trump kararı.
İran açıklamaları petrolü 100 doların üzerine taşıdı Trump, Husilerin ticari gemilere yönelik saldırılarının sürmesi halinde İran’ın ağır sonuçlarla karşılaşacağını söyledi. Açıklamanın ardından Kızıldeniz ve Hürmüz Boğazı’nda enerji arzının sekteye uğrayabileceği endişesi güçlendi.
Brent petrol, 23 Temmuz’da 100,69 dolar seviyesine yükselirken ertesi gün 101 doların üzerinde işlem gördü. Böylece gösterge petrol fiyatı mayıs ayından bu yana ilk kez yeniden 100 dolar eşiğini aştı. Petrol fiyatlarındaki yükseliş, enflasyon baskısını artırırken merkez bankalarının faiz indirimlerini erteleyebileceği beklentisini de güçlendirdi.
TRUMP JUST IMPOSED NEW TARIFFS ON 60 COUNTRIES STARTING TODAY.
The Supreme Court struck down Trump's original "Liberation Day" tariffs in February. In response, Trump imposed temporary 10% global tariffs as a placeholder.
Those tariffs were set to expire today, and today's new… pic.twitter.com/eoc3EFbs37
— Bull Theory (@BullTheoryio) July 24, 2026
Yeni tarifeler enflasyon endişelerini artırdı Trump yönetimi yaklaşık 60 ekonomiden ithal edilen ürünlere yönelik yüzde 10 ve yüzde 12,5 arasında değişen yeni gümrük vergileri açıkladı. Çin, Hindistan, Avrupa Birliği, Japonya ve Güney Kore kararın kapsadığı başlıca bölgeler arasında yer aldı.
Yeni tarifelerin ithalat maliyetlerini yükseltmesi ve şirketlerin artan maliyetleri tüketicilere yansıtması bekleniyor. Bu durum enflasyonun yüksek kalabileceği ve Fed’in faiz indirimlerini geciktirebileceği beklentilerini güçlendirdi.
Kanada da ticaret geriliminin hedefi oldu Trump, Kanada’dan ithal edilen yaklaşık 20 milyar dolarlık ürüne ek yüzde 50 gümrük vergisi uygulanacağını duyurdu. Süt ürünleri, mobilya, şarap, çimento ve spor ekipmanları kararın kapsadığı ürünler arasında yer alırken enerji ve kritik mineraller muaf tutuldu.
Karar, Kuzey Amerika tedarik zincirlerinde yeni maliyet baskıları oluşabileceği endişesini beraberinde getirdi.
Çin bağlantılı tedarik zincirlerine yeni kısıtlamalar Trump ayrıca ABD savunma şirketlerinin Çin ve diğer kısıtlı pazarlardan kritik mineral ve bileşen tedarik etmesini zorlaştıran yeni bir kararname imzaladı.
Kararın ABD’deki nadir toprak elementi üreticilerini desteklemesi beklenirken, savunma ve havacılık şirketlerinin kısa vadede daha yüksek maliyetlerle karşılaşabileceği değerlendiriliyor.
Alüminyum tarifelerine yatırım şartı getirildi Haftanın son önemli adımı ise alüminyum ithalatına yönelik yeni düzenleme oldu. Buna göre ABD’de yeni eritme tesisi kuran veya mevcut kapasitesini artıran şirketler belirli miktarda alüminyumu daha düşük gümrük vergisiyle ithal edebilecek.
Yeni sistemin yerli üretimi teşvik etmesi beklenirken, programa dahil olamayan otomotiv, inşaat ve içecek sektöründeki şirketler için maliyetlerin artabileceği belirtiliyor.
Bu içerik genel piyasa verilerine dayanır ve yatırım tavsiyesi değildir. Kendi araştırmanızı yapmanızı öneririz.
Son Dakika kripto para haberleri için hemen tıkla.
Konu ile ilgili yorumlarınızı bize yazabilirsiniz. Ayrıca, bu tarz bilgilendirici içeriklerin devamının gelmesini isterseniz, bizleri Telegram, Youtube ve Twitter kanallarımızdan takip edebilirsiniz.
Shares of GE Vernova (GEV -1.59%) fell roughly 6% on Wednesday after the company released its second-quarter earnings. While earnings per share missed Wall Street's expectations and the wind segment dragged down performance, investors are overlooking results that contained significant positive news.
Today's Change
(
-1.59
%) $
-16.44
Current Price
$
1,014.75
Revenue grew 22% while orders skyrocketed 88% to $24.2 billion. As a result, GE Vernova's backlog reached a record $176 billion. Free cash flow also increased to $5.1 billion. The company's management raised its full-year guidance on both revenue and free cash flow.
The wind segment's revenue decreased 10%, with orders falling another 40%. Wind is expected to lose GE Vernova about $400 million this year. Weak demand, rising expenses, and tariffs are the main culprits.
Image source: The Motley Fool.
While the wind story isn't good, it's an increasingly irrelevant piece of a much brighter narrative for GE Vernova. The company's power and electrification divisions are rapidly expanding and are the main drivers of revenue and future growth. Investors selling GE Vernova because of a struggling wind segment are missing a bigger opportunity. Growth in AI-related infrastructure needs will continue for several more years, and GE Vernova is well-positioned to capture much of it.
If anything, this slight price dip is an opportunity for investors to buy the stock for the long term. GE Vernova is currently trading well off its 52-week high of $1,195 at about $985 as of July 22. The stock is still up over 50% on the year.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends GE Vernova. The Motley Fool has a disclosure policy.
Rigetti Computing (RGTI -4.71%) stock might be down 37% in the last six months, but to some, that might mean it's a bargain. The trouble is that it's precisely the kind of investment that could easily lose another 37% from here -- or, under the right set of conditions, do the exact opposite and go on a sharp rally.
So if you're considering buying Rigetti's shares, there are a few things you need to know first to make sure you understand what you're getting into.
Image source: The Motley Fool.
This business is still young The first thing to know about this company is that Rigetti makes quantum computers and sells access to them. But because many of the potential customers for such computers are researchers or governments due to the immaturity of the field, it's just getting started penetrating the market, which could grow tremendously over the coming decades.
Rigetti pulled in $4.4 million in revenue in the first quarter of 2026, up from $1.5 million in Q1 2025, mainly from its deliveries of on-premises Novera quantum processing units and government contracts. For 2025, its full-year revenue was $7.1 million, down 34% from 2024 thanks largely to the lumpiness of the money it gets from grants and milestones. At a market cap near $5 billion, that's a price-to-sales (P/S) multiple of more than 490, and the odds of it generating profits in the near term are nil.
Today's Change
(
-4.71
%) $
-0.70
Current Price
$
14.15
But with $569 million in cash, cash equivalents, and available-for-sale investments, no debt, and a $26 million quarterly operating loss, Rigetti has at least a few years of runway from here, even if its expenses balloon (which they likely will). Management just committed up to $100 million in spending to a U.K. facility that's looking to operate one of its 1,000-qubit (quantum bit) systems in the next three to four years.
For now, watch the headlines Rigetti thus has the money to buy some time, but it's a long way from selling its systems profitably. As a result, the stock is going to be highly dependent on favorable catalysts for quite some time; its financial fundamentals aren't going to be enough to drive its price.
On the catalyst front, things are proceeding decently.
Rigetti's 108-qubit Cepheus-1-108Q system launched on major cloud services in Q1. The company also joined the Quantum Benchmarking Initiative of the U.S. government's Defense Advanced Research Projects Agency, receiving a $1 million award for Stage A, and last September it won a $5.8 million Air Force Research Laboratory contract. Those may be small-dollar values, but they're useful as a signal that Rigetti is continuing to build working relationships with the government entities it'll need to sustain it for the foreseeable future.
If you decide to invest in this stock, be ready to hold it for at least five years. Over the coming quarters, see whether commercial orders start to pick up; if there's significant traction, it could mark the start of a more fundamentals-driven phase for the stock.
Investment management firm Vanguard recently updated the holdings of many of its index funds and exchange-traded funds (ETFs).
The second-largest ETF by net assets, the Vanguard Total Stock Market ETF (VTI +0.03%), holds 18,738,438 shares of Space Exploration Technologies (SPCX -2.68%) -- worth $3.2 billion as of June 30. That's 3.4% of the 555 million shares that SpaceX sold for $135 from its initial public offering (IPO). Granted, SpaceX also raised another $10.7 billion from underwriters that exercised options to buy shares. But the key takeaway is the speed and size at which the ETF gobbled up SpaceX stock.
Here's what investors need to know about SpaceX's impact on well-known low-cost ETFs, and ways they can position their portfolio to get exposure to SpaceX or avoid it entirely.
Image source: Getty Images.
ETFs are buying SpaceX stock at a rapid rate The Vanguard Total Stock Market ETF was aggressively buying a good chunk of SpaceX's float in June at a price far higher than the price at the time of this writing of $118.24 per share. In contrast, Vanguard's largest ETF by net assets, the Vanguard S&P 500 ETF, won't begin buying SpaceX until it is added to the S&P 500, which will be June 2027 at the earliest.
The value of the Vanguard Total Stock Market ETF's SpaceX position is roughly equal to the combined value of the eight other Vanguard ETFs that bought SpaceX in June.
The Vanguard Total Stock Market ETF is so large that even a $3.2 billion position represents just 0.14% of the fund. And there are 109 stocks with higher weights in the ETF than SpaceX.
Other Vanguard ETFs have a higher percentage weighting in SpaceX than the Vanguard Total Stock Market ETF. SpaceX already makes up 2.4% of the Vanguard Communication Services ETF (VOX +0.56%) -- a sector ETF that invests in communication services stocks like Alphabet, Meta Platforms, and Netflix.
Because the sector ETF is more focused, it will hold a larger position in SpaceX than a broad-based fund like the Vanguard Total Stock Market ETF, which aims to own the entire U.S. stock market. Similarly, growth-focused ETFs like the Vanguard Growth ETF and Vanguard Mega Cap Growth ETF will own more SpaceX than the Vanguard Total Stock Market ETF.
Today's Change
(
-2.68
%) $
-3.17
Current Price
$
115.07
Aligning ETF holdings with your interest in IPOs The Vanguard Total Stock Market ETF bought a sizable stake in SpaceX less than three weeks after its IPO -- showcasing the impact of ETFs on demand for newly public companies. And it stands to reason that these ETFs will buy even more SpaceX as more shares become available for trading on the Nasdaq.
That timeline depends on the SpaceX lockup period and whether holders of SpaceX restricted stock units and early release eligible shares decide to sell. The first stress test will come on Aug. 6 -- two days after SpaceX reports second-quarter 2026 earnings. On that date, 20% of early-release eligible shares will be transferable.
Investors who don't want to be in rules-based ETFs that will be buying shares of SpaceX as more hit the Nasdaq should consider ETFs whose criteria don't align with SpaceX in the first place, such as the Vanguard Value ETF, the Vanguard Dividend Appreciation ETF, or any non-communications sector ETF. Investors who like the idea of being in an ETF that will be backing up the truck on SpaceX, on the other hand, may want to take a closer look at the Vanguard Communication Services ETF.
Daniel Foelber has positions in Netflix. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, Netflix, Vanguard Dividend Appreciation ETF, Vanguard Growth ETF, Vanguard S&P 500 ETF, and Vanguard Value ETF. The Motley Fool has a disclosure policy.
Shares of CoreWeave (CRWV -11.58%) have been in free-fall mode lately, losing 35% of their value over the past three months, as investors have been concerned about the neocloud infrastructure provider's aggressive spending to build dedicated artificial intelligence (AI) infrastructure.
CoreWeave stock received another jolt earlier this month after reports emerged that Meta Platforms (META -1.80%), one of its key customers, plans to sell its excess AI data center capacity. It was easy to see why that was the case, but I think that investors are underestimating the AI infrastructure specialist's long-term prospects.
Here's why.
Image source: The Motley Fool.
Meta constitutes a significant chunk of CoreWeave's backlog, but it can grow at a solid pace without the tech giant CoreWeave announced in April that it has expanded its AI infrastructure agreement with Meta Platforms in a deal worth $21 billion. What's worth noting is that this deal builds upon the original $14.2 billion agreement signed between the two companies in September 2025. These contracts run through December 2032, and the total value is just over $35 billion.
Today's Change
(
-11.58
%) $
-9.40
Current Price
$
71.71
So, reports of Meta deciding to compete with CoreWeave by offering to sell excess AI compute capacity have further added to the latter's misery. Of course, CoreWeave's $35 billion long-term contract with Meta explains why this news has caused panic among investors, especially considering that it accounts for a significant chunk of the neocloud provider's $99.4 billion revenue backlog.
However, even if Meta takes away its business from CoreWeave owing to the excess cloud computing capacity that it may be sitting on, and starts competing with the latter, it may not dent the neocloud company's long-term growth. That's because there is a shortage of dedicated AI data centers. According to Bank of America, data center power demand could exceed capacity additions by 100 gigawatts (GW) by 2030.
So, if Meta decides against buying AI compute capacity from CoreWeave, it can easily find another customer to fill the vacuum. Also, there is sufficient space for additional dedicated AI data center providers to operate in this market, given the supply gap noted above. All this explains why analysts continue to remain bullish about CoreWeave's growth prospects.
Data by YCharts
The stock could become a multibagger CoreWeave's revenue is anticipated to jump 147% in 2026 to $12.66 billion. The chart given above makes it clear that the neocloud specialist will sustain impressive growth levels in the long run. This is what makes CoreWeave a top AI stock to buy right now, as it trades at an attractive 5.8 times sales. The tech-laden Nasdaq Composite index, for comparison, has a price-to-sales ratio of 5.1.
Even if CoreWeave trades at just 5 times sales after three years and its revenue reaches $40 billion, the company's market cap could jump by almost 5x to $200 billion.
So, savvy investors can consider using the recent pullback in CoreWeave stock to buy its shares, as it could skyrocket impressively due to the enormous demand for AI data center capacity.
Tesla delivered record Q2 revenues and vehicle deliveries, but earnings remain under pressure due to surging operating expenses and capital expenditures. TSLA's growth thesis now hinges on monetizing FSD, robotaxi, and Optimus, but these ventures are early-stage and currently dilute earnings. Despite robust cash reserves, negative free cash flow and rising CapEx make TSLA's valuation highly dependent on future success in software and robotics.
Uber stock price is in a free fall this year and is trading at the lowest level since April last year. It has plunged by over 35% from its highest point since September last year. This retreat has pushed its market capitalization from a record high of $206 billion to the current $134 billion. So, why is this ride-hailing stock plunging?
Uber, the biggest ride-hailing company in the world, is under intense pressure as signs emerge that its growth has stalled in the past few months.
Analysts believe that the upcoming earnings will show that its revenue grew by 12.7% in the second quarter to $14.26 billion. They also expect the upcoming numbers to show that its earnings-per-share rose from 63 to 83 cents, respectively. Uber has missed analysts' estimates in the last two consecutive quarters, meaning that this trend may continue in the upcoming earnings.
The most recent earnings report showed that Uber’s revenue rose by 14% in the first quarter to $13.2 billion, while its gross bookings soared by 25%. Its income from operations rose by 57% to $1.9 billion.
Uber stock has also dropped after the company announced a large acquisition recently. It will spend about $13.7 billion for the Delivery Hero purchase, a substantial amount since Uber ended the last quarter with over $6.1 billion in cash. It will fund the deal using cash on hand and equity.
The most recent results showed that Delivery Hero’s gross merchandise value (GMV) jumped by 9% to €49.2 billion, with its revenue soaring by 23% to €14.8 billion last year. It made an adjusted EBITDA of €903 million, while the free cash flow to €250 million.
Meanwhile, Uber stock has fallen as it explores a split from its Waymo deal. Just last week, Waymo said that it would end its exclusivity in Austin and Atlanta in January 2028.
According to the FT, the relationship between the two sides has deteriorated as they have become direct competitors in some markets. Also, the two sides are lobbying for robotaxi legislation that would benefit their businesses at the expense of the other. A full breakup between the two companies would dent Uber’s autonomous ambitions since it already sold its in-house business in 2020.
On the positive side, Uber has become a bargain, especially for a company with such a big market share. It now trades at a forward price-to-earnings ratio of 16, lower than the S&P 500 average of 21.
Uber chart | Source: TradingView
The weekly chart suggests that Uber shares may have more downside to go. It has slumped from a high of $101 in September last year to the current $65. It recently formed a bearish flag pattern and has moved below the lower side.
The Relative Strength Index (RSI) has formed a descending channel and has moved below the neutral level of 50. Therefore, the path of the least resistance for the stock is downwards, with the next key target to watch being at $50.
Magnificent Seven giant Alphabet NASDAQ: GOOG just reported its latest financial results, but the company’s earnings have implications for more than Alphabet itself.
Broadcom Today
$381.92 -10.55 (-2.69%)
As of 07/24/2026 04:00 PM Eastern
52-Week Range$281.61▼
$495.00Dividend Yield0.68%
P/E Ratio63.65
Price Target$493.24
Broadcom NASDAQ: AVGO has some of the clearest ties to Alphabet, having helped the firm develop its tensor processing units (TPUs) for years. Amid this, Alphabet is widely considered to be Broadcom’s largest AI chip customer.
Get Broadcom alerts:
In turn, what Alphabet is seeing from a demand perspective and the spending it forecasts has meaningful consequences for Broadcom. While Alphabet shares tumbled after releasing its results, it's hard not to take the company’s numbers as positive indicators for the world’s second-largest semiconductor company.
Alphabet’s Capital Expenditures Soar, Guidance Gets a BoostThe first notable metric to highlight is Alphabet’s capital expenditure (CapEx) and its CapEx forecasts. Alphabet’s CapEx in Q2 was $44.9 billion. This equated to an increase of 100% year-over-year (YOY) and a 26% increase quarter-over-quarter. The company notes that the vast majority of this spending went toward infrastructure to support its AI investments.
Alphabet’s rapidly increasing AI infrastructure spending is a strong positive indicator for Broadcom. Much of that increased spending goes toward the TPUs Broadcom helps develop, as well as its networking chips.
More importantly, Alphabet also raised its full-year CapEx guidance. Its CapEx forecast now sits at $195 billion to $205 billion. At a midpoint of $200 billion, this is approximately 8% higher than the company’s previous midpoint CapEx guidance of $185 billion. This increase raises the ceiling of revenue that Broadcom could generate in 2026.
Additionally, Alphabet is now near the top of the heap in planned hyperscaler CapEx for 2026. Amazon.com NASDAQ: AMZN expects to spend $200 billion, Microsoft’s NASDAQ: MSFT planned CapEx is $190 billion, and Meta Platforms’ NASDAQ: META is $135 billion at the midpoint. For Broadcom, having a close-knit partnership with the company tied for the highest CapEx guidance among hyperscalers is a great position to be in.
Alphabet Looks to Accelerate AI Capacity Delivery, Makes No Mention of MemoryIt is also important to note the reasoning behind Alphabet’s CapEx increase. The company says the increase is “primarily due to an acceleration in the delivery of capacity to meet growing demand.” “Acceleration in delivery” is the key phrase, showing that Alphabet wants more AI infrastructure, like Broadcom’s products, faster. This signals Broadcom’s revenue growth attributable to Alphabet could accelerate.
This reasoning is notably different from past statements made by other hyperscalers when raising CapEx guidance. For example, in Q1, Meta raised its CapEx guidance, but said, “Most of that is due to higher component costs, particularly memory pricing.”
Here, Meta indicates that much of the gain from its higher CapEx guidance will flow to memory makers, rather than companies like Broadcom. Thus, the omission of such language by Alphabet and its focus on demand instead is considerably more positive for Broadcom.
Cloud Takes off, Supporting TPU DemandSpeaking of demand, Alphabet’s Cloud business is soaring. Cloud revenues grew by 82% YOY, well more than double the 32% YOY growth rate achieved in Q2 2025. Cloud was far and away Alphabet’s fastest-growing segment. Search was second, growing by just 17% YOY. Overall, Cloud grew more than three times faster than Alphabet’s total revenue growth rate of 24% YOY.
This is key for Broadcom, as Cloud is the segment that is directly tied to TPU demand. Accelerating Cloud demand implies that downstream demand for Broadcom could also be accelerating. Additionally, Alphabet said that it received its first revenue from its external TPU sales. Historically, Alphabet has used the vast majority of its TPU capacity for internal purposes, such as training and deploying its Gemini models.
As the company begins to sell TPUs to third parties, it could be a substantial growth driver for Broadcom as well. Although Alphabet expects to recognize the vast majority of external TPU revenues in 2027, it is good to see that this business is starting to ramp up.
Alphabet notes that its models are processing 22 billion tokens per minute, more than double the 10 billion achieved in Q4 2025. Tokens per minute is a key indicator of AI demand, showing how much information models take in and output. As TPUs are part of the underlying hardware that processes tokens, more token demand should generally translate into more TPU demand.
Alphabet Growth and CapEx Guidance: Another Feather in Broadcom’s CapOverall, Alphabet is seeing a huge increase in demand in its Cloud segment. This results in the company needing more AI infrastructure and the notable CapEx guidance boost it outlined. As Alphabet’s key custom chip partner, the implications for Broadcom are clearly positive, supporting the firm’s already strong AI growth outlook.
Should You Invest $1,000 in Broadcom Right Now?Before you consider Broadcom, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Broadcom wasn't on the list.
While Broadcom currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.
America's AI buildout will be in the spotlight this week, with some of the world's biggest tech companies due to hand in their latest results and Federal Reserve officials expected to take up the topic when they meet.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Earlier this month, semiconductor research firm SemiAnalysis reported that Nvidia (NVDA -1.01%) was facing major setbacks with its Kyber NVL144 rack-scale solution. The server cabinet, designed to house Nvidia's Rubin Ultra architecture, had been delayed over 12 months to 2028, according to SemiAnalysis.
Nvidia issued a brief statement saying its roadmap is intact. More recently, CEO Jensen Huang weighed in while speaking to reporters at a developer event.
Nvidia CEO Jensen Huang. Image source: Nvidia Corporation.
Huang's response to the delay claims When asked about potential delays in Vera Rubin, Huang said the reports are "not true." He also explained that "Vera Rubin is already in production. Giant amounts of production incoming."
Although Huang confirmed production, that's not new information -- Nvidia confirmed this back in January. It's also worth noting that while Huang addressed chip production, the report was concerning the Kyber rack. He didn't provide a production timeline, and neither did Nvidia, in its prior response.
Perhaps most important for Nvidia investors is Huang's claim about giant amounts of production, because Vera Rubin is a crucial part of the chipmaker's forward earnings projections and valuation.
Why an intact roadmap matters for Nvidia Nvidia has made a habit of delivering blowout earnings reports, with revenue growing for 14 consecutive quarters. Most recently, revenue was up 85% year over year to a record $81.6 billion in its Q1 fiscal year 2027 (which ended April 26, 2026). That consistent revenue growth stems from its status as the leading GPU company and its practice of updating its AI chips every year. AI companies that want to remain competitive need to continually upgrade to Nvidia's latest chips.
Today's Change
(
-1.01
%) $
-2.10
Current Price
$
206.66
This has worked out well for Nvidia so far, but any major delay that knocks the chipmaker off its update cadence could negatively impact its earnings. Earlier this year, Huang provided a sales forecast of $1 trillion combined for Blackwell and Vera Rubin through 2027, so there's little room for setbacks. A slowdown would also give other chipmakers, such as Advanced Micro Devices, room to potentially cut into Nvidia's market share.
What to watch Delay concerns for Nvidia look to be overstated, based on Huang's recent comments. And even though SemiAnalysis reported the delays, it's still bullish on Nvidia, forecasting that the chipmaker's data center revenue will exceed analyst estimates by 20% in the second half of its fiscal 2027.
The concrete data will be in Nvidia's upcoming earnings calls, with the next one scheduled for Aug. 26. If Nvidia continues to top analyst expectations and raise guidance, then that will be a good sign that there are no issues with the product roadmap.
