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.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
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.
McDonald's Corporation offers a unique, high-margin franchising platform underpinned by control of prime restaurant real estate, not just burger sales. MCD trades at 21x expected 2026 earnings, below its 8-year average, with a 2.8% dividend yield and robust cash flow supporting ongoing dividend growth. Q1-26 results showed 9% revenue growth, 12% operating income growth, and systemwide sales exceeding $34 billion, highlighting resilient global demand and digital ecosystem strength.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Short position through short-selling of the stock, or purchase of put options or similar derivatives in INTC over 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.
Two large-cap stocks are approaching the $500 billion market capitalization milestone in 2026 after demonstrating strong growth potential.
In this regard, Finbold has identified two companies already trading near that level, with relatively modest gains potentially enough to push their valuations above the threshold.
As investors continue searching for market leaders capable of delivering sustained growth, these stocks stand out as potential candidates to join the ranks of the world’s most valuable publicly traded companies.
Mastercard (NYSE: MA) As of press time, Mastercard (NYSE: MA) carried a market capitalization of about $477 billion, meaning the company needs roughly 5% growth to surpass the $500 billion threshold.
MA one-week stock price chart. Source: Finbold The company’s investment case remains tied to the continued global shift from cash transactions to digital payments.
Mastercard processes trillions of dollars in payment volume annually and continues to benefit from expanding electronic payment adoption, particularly in developing markets.
Recent financial performance has reinforced this growth story. Revenue increased about 16% to 17% in the latest reporting period, while net income rose around 18%. Analysts expect revenue growth of roughly 10% to 12.5% annually over the next several years, alongside earnings-per-share growth of approximately 15% to 16%.
Mastercard’s extensive payment network, strong brand recognition, and global scale provide significant competitive advantages. The company also generates substantial free cash flow, supporting continued share repurchases and dividend growth.
Beyond payment processing, Mastercard has expanded into cybersecurity, fraud prevention, and data analytics services, helping diversify revenue streams and strengthen long-term growth prospects.
Intel (NASDAQ: INTC) Meanwhile, Intel’s (NASDAQ: INTC) market capitalization has fluctuated between approximately $464 billion and $515 billion in recent months, placing the company within reach of the $500 billion valuation milestone.
The company’s resurgence has been driven largely by growing demand for artificial intelligence infrastructure. In its latest quarterly results, Intel reported revenue growth of about 25% year over year, exceeding market expectations.
INTC one-week stock price chart. Source: Finbold A major contributor was the data center and AI segment, where revenue surged nearly 59%.
Demand for server processors and related technologies has remained strong, prompting Intel to raise forward guidance and increase planned capital expenditures to more than $20 billion.
The company is also advancing long-term initiatives aimed at strengthening its competitive position.
These include expanding its foundry business for external customers and accelerating next-generation manufacturing technologies expected to enter volume production in the coming years.
As AI adoption expands across enterprise and cloud computing markets, Intel stands to benefit from rising demand for processors supporting inference workloads, data center operations, and emerging AI applications.
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SummaryIntel Corporation has staged a truly remarkable turnaround, outperforming Nvidia and AMD amid the AI agent inflection driving a momentous CPU-led data center growth story.INTC's revenue surged over 25% with gross margins at 41.8%, and data center revenue under DCAI rose nearly 60%, reflecting strong execution and market optimism.Despite a recent 40% pullback from its $140 peak, INTC's valuation has normalized to a relatively lower 56x forward earnings, with technicals signaling a key support zone near $90.I see the current pullback as a timely buying opportunity, contingent on confidence in Intel's execution and its dominant data center CPU position through 2028.With price action looking increasingly constructive and Intel's massive position in data center CPU very beneficial, I think it's time to upgrade INTC to a buy.Looking for a helping hand in the market? Members of Ultimate Growth Investing get exclusive ideas and guidance to navigate any climate. Learn More » JHVEPhoto/iStock Editorial via Getty Images
Intel's comeback is real If there's one company that has truly stunned me in 2026 in the semiconductor value chain, that has got to be Intel Corporation (INTC). Once seemingly condemned to be
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD, TSM 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.
Companies must evolve to stay relevant in the pharmaceutical industry. Teva Pharmaceutical Industries (TEVA -1.19%) is in the midst of its own transformation, from making generic drugs and biosimilars to novel drugs that are beginning to deliver growth and profits that are catching Wall Street's eye.
Every single Wall Street analyst polled by CNN Business currently has a buy rating on the pharmaceutical stock. Based on 12-month price targets, Teva could have anywhere from 28% to 60% upside from its current price, according to the analysts.
It seems like a bold call, considering the broader stock market has left the stock in the dust. Teva is down 40% over the past decade. But sometimes, these comeback stories produce the biggest returns. Here's why Wall Street analysts are right to be bullish about the stock right now.
Image source: Getty Images.
Teva is pivoting from generics to boost growth For a while, Teva had specialized in generics and biosimilars. Generic drugs are often simple formulations that typically sell at low margins. CEO Richard Francis took over in January 2023. He has helped guide the company further into developing novel drugs. This is a riskier path because drug development is expensive and many drugs fail to reach the market. However, a successful drug enjoys years of patent protection and can generate millions, even billions, of high-margin dollars in sales.
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Revenue from generic drugs and biosimilars was $612 million in the first quarter of 2026, down 28% from a year ago on weaker generic sales. Generics and biosimilars accounted for 40% of Teva's total sales in Q1, and management expects biosimilars to continue growing and drive this group as generics become a smaller part of the business.
But branded drugs are moving the needle in the right direction. Teva's top-selling drug, Austedo, grew 41% to $559 million. Austedo is a treatment for tardive dyskinesia, a condition that causes involuntary facial movements. Management anticipates Austedo hitting $2.4 billion to $2.55 billion in sales for the full year, up from $2.26 billion in 2025.
Nearly all of Teva's other branded products are much smaller right now, but are growing at double-digit rates.
NameSales in Q1 2026Year-Over-Year Growth in Q1 2026Ajovy$87 million64%Copaxone$62 million16%Uzedy$63 million62% Source: Table created by author. Data from Teva Pharmaceutical Industries Q1 2026 earnings.
Becoming a better business for the long term Revenue growth might not jump off the page right away. Despite the impressive growth in these branded sales, Teva expects total revenue to fall from $17.3 billion in 2025 to $16.4 billion to $16.8 billion this year. The key difference here is that these are higher-quality dollars. Management is guiding for 30% operating margins in 2027 as branded sales continue to grow, up from only 12.5% last year.
Teva's biosimilars portfolio is gaining momentum, with sales expected to reach $800 million in 2027, more than offsetting lower generic sales. Additionally, Teva is bolstering its pipeline through acquisition. It recently bought Emalex Biosciences for $700 million, adding ecopipam, a developmental treatment for Tourette's syndrome in children, to its portfolio. Teva filed a New Drug Application with the U.S. Food & Drug Administration for ecopipam last month, following positive data from its Phase 3 clinical trial.
Teva's price targets are attainable At roughly $31 per share, Teva is trading at 14 times Wall Street's 2026 earnings estimates, and only 10 times 2027 estimates. The leap in earnings from this year to next is likely due to the expectation of those 30% operating margins, as reiterated by management on the company's Q1 earnings call.
That's a pretty inexpensive valuation for a company that suddenly has a lot going for it. Assuming ecopipam hits the market and branded and biosimilar sales continue to grow, Teva should be able to sustain solid earnings growth beyond next year. The low valuation leaves tons of room for that to translate to tangible investment returns.
TEVA data by YCharts. EPS = earnings per share.
If Teva delivers results that boost the market's sentiment toward the stock, even trading at just 15 times 2027 earnings estimates puts the share price above Wall Street's median price target of $40. So, these targets are certainly possible if Teva's business continues to perform well.
Verizon , Kinder Morgan, Regions Financial, and KeyCorp are the four buyable Barron's Better Bets Dogs, offering high, 'safest' dividends at fair prices. Analyst forecasts project net gains of 9.62% to 21.97% for top BBB Dogs by July 2027, with average net 13.68% on the top ten. Six BBB Dogs show negative free cash flow margins, making their dividends potentially unsafe; Pfizer, ONEOK, Mid-America Apartment, Federal Realty, Williams Companies, and Entergy are flagged.
Caterpillar (CAT -0.60%) is an industrial giant. You probably know its yellow construction equipment and iconic logo. It also makes generators capable of providing power in remote locations. The company's stock has risen more than 100% over the past year, easily besting the roughly 18% return of the S&P 500 index (^GSPC +0.05%). And artificial intelligence is a key source of Wall Street's enthusiasm. Here's what you need to know.
Caterpillar's products are vital to the AI build-out Worldwide spending on artificial intelligence could be as high as $2.59 trillion in 2026, according to Gartner Research. That figure would be up 47% year over year. That spending covers a lot of ground, including the construction of chip factories and AI data centers. You can't build massive facilities like these without the earth-moving equipment that Cat makes.
Image source: Getty Images.
Meanwhile, AI data centers have faced significant backlash over the electricity they consume. Getting a grid attachment was already difficult and time-consuming, so the negative views of data centers from local residents and regulators aren't helping. But, again, Cat is there to lend a hand with its power systems.
Pretty simply, Caterpillar looks like it is in the right place at the right time. This helps explain why the company's backlog at the end of the first quarter stood at record levels. The $63 billion backlog represents future revenues, and the figure was up a huge 79% year over year. The rise in Caterpillar's stock price is simply a reflection of investor enthusiasm for the company's success.
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Cat: There's a problem for investors to consider You should be happy if you purchased Caterpillar stock a year ago. However, the company's price advance has dramatically changed the valuation math if you're considering buying the stock today. Simply put, after such a large run, the stock looks expensive.
The 5.8x price-to-sales ratio is more than twice the five-year average of 2.6x. The 43x price-to-earnings ratio is more than twice the five-year average of 19x. Even if you are looking to the future, given the strong backlog, the stock still looks pricy. Caterpillar's forward P/E ratio is 36x compared to a five-year average of 17x. The 0.7% dividend yield is historically low for the stock and is even less than the 1% you'd get from an S&P 500 index fund. The data center math has fueled Cat's rally, but it also appears to have led Wall Street to place a steep premium on the shares.
Reuben Gregg Brewer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Caterpillar. The Motley Fool has a disclosure policy.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the “Class Period”), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
SO WHAT: If you purchased Zillow 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 Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/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 10, 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 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 throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow’s agreement with Redfin Corporation was not a “partnership,” but rather an acquisition of Redfin’s business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, defendants’ statements about Zillow’s business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/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 or 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.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
RTX Corp. delivered excellent Q2 2026 results on Friday, with adjusted EPS 14% above consensus, based on net sales growth 11.9% year-over-year. In this earnings review, I'll highlight the key operational aspects that reaffirmed RTX stock as one of my highest-conviction investments. I'll dive into the numbers behind RTX's Q2 double beat and give an update on segment performance.
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 Roblox Corporation (NYSE: RBLX) between October 31, 2024 and April 30, 2026, inclusive (the "Class Period"), of the important August 7, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Roblox 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 Roblox class action, go to https://rosenlegal.com/cases/roblox-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 7, 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 Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-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/306552
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Riot Platforms is rated a Buy, driven by its strategic pivot toward AI data center hosting and new catalysts from AMD-Anthropic deals. RIOT's future capacity remains a bottleneck for AI infrastructure, with AMD's 2 GW supply deal highlighting sustained demand exceeding RIOT's 1.2 GW expansion. Short-term headwinds persist from BTC mining revenue declines and expected Q2 losses, but long-term upside is anchored in energy infrastructure for AI.
David Zaslav, Chief Executive Officer of Warner Bros. Discovery, Inc. (WBD -0.69%), sold ~2.2 million shares of Series A Common Stock on July 13, 2026, for a total value of $59.5 million. SEC Form 4 filing
Transaction summaryMetricValueTransaction value$59.5 millionShares sold (directly held)~2.2 millionPost-transaction shares (directly held)~6.9 millionPost-transaction shares (indirectly held)153Post-transaction value~$187.00 millionTransaction value based on SEC Form 4 weighted average sale price ($27.22); post-transaction value based on July 13, 2026 market close.
Key questionsWhat was the context for this transaction?
The sale was conducted through a Rule 10b5-1 trading plan and involved the exercise of stock options at a price of $10.16 per share, which were immediately sold at a weighted average price of $27.22.What is the status of the insider's remaining equity exposure?
Following this transaction, David Zaslav continues to hold ~6.9 million shares directly and ~18.8 million outstanding stock options, which are subject to a time-based vesting schedule extending through June 2030.How does the current valuation compare to the transaction price?
Shares were sold at a weighted average price of $27.22, while the stock was priced at $27.48 as of the July 14, 2026 market close, representing a 131% increase in value as of the July 13, 2026 transaction date.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$27.48Market Capitalization$68.4 billionRevenue (TTM)$37.2 billionNet Income (TTM)-$1.7 billionCompany SnapshotWarner Bros. Discovery operates a diversified media and entertainment portfolio spanning theatrical film production, television programming development, and direct-to-consumer (DTC) streaming platforms, generating revenue across Studios, Network, and DTC segments.The company monetizes content through multiple channels including theatrical releases, licensing arrangements to external partners, advertising-supported and subscription-based streaming services, and traditional broadcast and cable network operations.The company serves a global audience encompassing theatrical moviegoers, television viewers, streaming subscribers, and media licensing partners across diverse demographic and geographic markets.Warner Bros. Discovery is a leading global media and entertainment conglomerate, employing 35,500 professionals across its operations. The company maintains a competitive position through its extensive content library, integrated distribution infrastructure spanning traditional and digital platforms, and diversified revenue streams that capitalize on evolving consumer media consumption patterns.
Despite near-term profitability headwinds reflected in trailing 12-month net losses, the company's strategic focus on streaming optimization and content monetization positions it to capture value across the evolving entertainment landscape.
What this transaction means for investorsThe July 13 sale of over two million Warner Bros. Discovery shares by CEO David Zaslav came on the day a coalition of 12 U.S. states led by California challenged the company’s merger with rival entertainment giant Paramount Skydance in a lawsuit claiming the deal violates antitrust laws.
That said, Zaslav’s disposition was a non-discretionary transaction executed as part of a pre-established Rule 10b5-1 plan. Such plans allow insiders to sell shares at predetermined times to avoid concerns of trading on non-public information.
As a result, the CEO’s sale does not appear to be a signal that he is concerned the Paramount Skydance deal will not close. After all, Zaslav retained nearly seven million directly-held shares post-transaction and almost 19 million stock options, indicating an enormous equity stake in Warner Bros. Discovery.
The company’s merger plans met further delays on July 24 when Paramount Skydance agreed to pause the acquisition until as far as June of 2027 while the lawsuit is addressed. If the deal does not close by the end of September, however, Paramount Skydance will have to pay Warner Bros. Discovery shareholders fees for the delay.
Robert Izquierdo has positions in Paramount Skydance and Warner Bros. Discovery. The Motley Fool has positions in and recommends Warner Bros. Discovery. The Motley Fool has a disclosure policy.
In this video, I will cover a lesser-known space stock that I believe has real multibagger potential and lay out the full case for why. Watch the short video to learn more, consider subscribing, and click the special offer link below.
*Stock prices used were from the trading day of July. 21, 2026. The video was published on July. 21, 2026.
Neil Rozenbaum has positions in Rocket Lab. The Motley Fool has positions in and recommends Rocket Lab. The Motley Fool recommends Voyager Technologies. The Motley Fool has a disclosure policy. Neil is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
As of March 31, Berkshire Hathaway (BRKB +0.79%) (BRKA +0.71%) owned a combination of Class A and Class C shares of Alphabet (GOOGL +0.58%) (GOOG +0.21%). This combined position is currently valued at $28 billion, easily making it one of the conglomerate's top holdings. This includes the equity purchase as part of Alphabet's $85 billion raise in June.
When Berkshire Hathaway first bought the "Magnificent Seven" stock in the third quarter last year, it was viewed as a surprise move among the investment community. The Omaha company had been known not to dabble in the technology space.
The market just received new info that might lead to more astonishment. In a recent interview with CNBC, Warren Buffett said that he was the one who initiated the Alphabet stake.
Image source: The Motley Fool.
Buffett is bullish on AI Look through Berkshire Hathaway's holdings, and you'll see financial services, energy, and consumer businesses are featured prominently. These have long been in the Oracle of Omaha's circle of competence. Alphabet appears to now fit squarely in this area of expertise.
Buffett was first drawn to the quality of Alphabet's operations over a decade ago, when GEICO was paying the internet powerhouse for advertising. Of course, it took several years for the legendary investor to finally make a purchase decision. And the timing shines a light on his thinking.
"Find businesses that are going to earn high returns on capital for an extended period of time," Buffett said during in the latest interview. Investors should read between the lines.
There is no question more important in the markets and economy today than the uncertainty around the ultimate payoff the hyperscalers will register from their unprecedented levels of spending. Berkshire Hathaway and Warren Buffett, however, are bullish on artificial intelligence (AI).
And more specifically, the conglomerate is making a bet that Alphabet will earn adequate returns on its enormous capital expenditures (capex), which are now expected to total $200 billion (at the midpoint) in 2026. Otherwise, Buffett wouldn't be a buyer.
"We continue to expect our capex to increase significantly in 2027," chief financial officer Anat Ashkenazi said on the Q2 2026 earnings call.
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Shares look cheap Retail and professional investors pay very close attention to what Warren Buffett says and does. Berkshire's sizable Alphabet position is a clear vote of confidence for the AI buildout. If there was an opportunity to buy the tech giant, now looks like a good time.
It's crazy to think that a company with a massive $3.9 trillion market capitalization, one that is so closely watched, can actually be undervalued. But this might be the case with Alphabet. As of this writing, the AI stock trades at a forward price-to-earnings ratio of 22.5, a compelling entry point for an elite business.
The market might be worried about ever-increasing AI spending. Buffett isn't.
The U.S. stock market continues to grind higher despite elevated valuations and lingering economic uncertainty. The S&P 500 has continued climbing, although it has pulled back from recent highs, leaving bargains in short supply. That has made life difficult for value investors looking to deploy large amounts of capital.
No company illustrates that better than Berkshire Hathaway (NYSE:BRK-A | BRK-A Price Prediction)(NYSE:BRK-B). While many investors wonder why the conglomerate keeps sitting on so much cash, the answer may simply be that attractive opportunities remain scarce. Patience has always been one of Berkshire’s greatest competitive advantages, and its growing cash balance suggests that philosophy hasn’t changed.
Berkshire’s Cash Hoard Continues To Grow At the end of the first quarter, Berkshire Hathaway had accumulated $397 billion in cash, equivalents, and short-term U.S. Treasury bills. That marked another record and extended a trend that has been building for several quarters.
Berkshire is expected to report second-quarter results during the first week of August, based on its historical reporting schedule, and unless something changed dramatically behind the scenes, investors shouldn’t expect that cash pile to shrink much. The market simply isn’t offering many bargains.
While stocks have pulled back modestly from their highs, the S&P 500 has still climbed about 2.5% since Berkshire last reported earnings. Rising markets generally push valuations higher, making it harder for disciplined buyers to find attractive investments.
That’s especially true for Berkshire, whose size means even a multibillion-dollar acquisition barely moves the needle. As a result, it’s entirely possible Berkshire’s cash balance has grown even larger than the $397 billion it reported three months ago.
Of course, that will never happen. The point isn’t that Berkshire wants to own hundreds of small public companies. Instead, those comparisons highlight the extraordinary financial flexibility Berkshire has built through decades of disciplined capital allocation. That becomes most valuable when markets panic.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Berkshire Hathaway didn't make the cut. Grab the names FREE today.
During periods like the 2008 financial crisis, Berkshire invested billions into companies including Goldman Sachs (NYSE:GS) and Bank of America (NYSE:BAC) on highly favorable terms. Those deals generated billions in profits because Berkshire had something almost nobody else possessed during the crisis — abundant liquidity.
Granted, no one knows when the next market downturn will arrive. But history offers one certainty: every bull market eventually gives way to a correction or bear market.
Why Patient Investors Should Pay Attention Ironically, Berkshire’s growing cash pile has frustrated some shareholders who would rather see the company making acquisitions or buying back more stock. Yet holding cash isn’t a sign of inactivity. It’s a strategic decision based on valuation.
Abel, who is now leading Berkshire into its next chapter, appears committed to preserving that discipline rather than forcing deals simply because cash is available. In any case, investors should remember that Berkshire doesn’t measure success quarter by quarter. It measures success over decades.
Key Takeaway In short, Berkshire Hathaway’s $397 billion cash reserve isn’t a problem to solve — it’s an option waiting to be exercised. Today’s rising market may not offer enough bargains to justify deploying hundreds of billions of dollars, but market history suggests that opportunity eventually arrives. When it does, Berkshire will have more financial firepower than almost any company on Earth.
For long-term investors, that patience may prove to be one of Berkshire’s most valuable assets as Abel leads the company through its next investing cycle.
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Realty Income (NYSE:O | O Price Prediction) gets most of the airtime in retiree circles, but it is not the only quality REIT engineered to write dividend checks year after year. The four names below span net lease, gaming, industrial, and retail real estate, and each one covers its distribution with room to spare. One data point that frames the group: VICI Properties currently yields 6.86%, giving the bundle a genuine ultra-high-yield anchor alongside three high-yield growers.
W. P. Carey (WPC) W. P. Carey (NYSE:WPC) is a diversified net lease REIT with industrial, warehouse, and retail assets spanning the US and Europe. Shares trade at $72.51 with a current dividend yield of 5.05%, putting it firmly in high-yield territory.
On safety, the payout is well covered. Full-year 2025 AFFO came in at $4.97 per share against an annualized dividend of $3.68, an implied payout ratio of 74.0% that sits inside the normal net lease band. Management guided 2026 AFFO to $5.13 to $5.23 per share, and the board has already delivered 8 consecutive quarterly increases since the late-2023 spinoff reset, most recently to $0.94 per share for the June 2026 ex-date. The balance sheet carries $17.99B in total assets against $9.86B of liabilities, supported by a $432 million equity raise and nearly €1 billion of Eurobond issuance in 2025.
The bull case is simple: WPC set a record $2.10 billion of investment volume in 2025, and roughly 48% of annualized base rent is CPI-linked with another 47% carrying fixed escalators. Income keeps compounding even in a soft macro. CEO Jason Fox told investors, “At the midpoint, our initial AFFO guidance implies growth in the low-to-mid 4% range, even as we maintain a conservative stance toward both investment volume and potential credit-related rent loss.”
The one caveat: the dividend was materially reduced after the November 2023 NLOP spinoff, so the streak narrative here starts in late 2023, not decades ago. There is also currency exposure from the European portfolio.
VICI Properties (VICI) VICI Properties (NYSE:VICI) owns experiential real estate anchored by Caesars Palace and other marquee gaming, hospitality, and entertainment destinations. On July 22, shares traded around $26.69, and the yield of 6.74% is the ultra-high-yield of the group.
The dividend safety read is strong. The 45-cent quarterly payout annualizes to $1.80, well below management’s 2026 AFFO guide of $2.42 to $2.45 per diluted share. The portfolio has 100% occupancy across 93 experiential properties with a 40-year weighted average lease term and triple-net structure, and the credit profile is investment grade at Baa3/BBB-/BBB-. Dividend history is the cleanest in the bundle: VICI has now delivered 8 consecutive annual dividend increases since its 2018 IPO.
For income investors, this is a compounding cash cow that keeps deepening its tenant roster. CEO Edward Pitoniak put the flywheel plainly: “In the last twelve months, we have grown our aggregate AFFO by 7.4% while only growing our share count by 2.1%, highlighting the efficiency of our business model and the merit of our disciplined capital allocation strategy.” New partnerships added in 2025 include a $1.16 billion Golden Entertainment sale-leaseback at a 7.5% cap rate and Clairvest as the 14th tenant.
The risk that keeps VICI at a discount to peers is tenant concentration: Caesars at 39% and MGM at 34% together account for roughly 73% of annualized base rent, and the gaming industry is consumer-discretionary in nature.
STAG Industrial (STAG) STAG Industrial (NYSE:STAG) is a single-tenant industrial and warehouse REIT that has historically paid dividends on a monthly cadence. Shares traded around $41.56 on July 22 with a yield of 3.36%, a high-yield print supported by a durable industrial rent roll.
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Coverage is comfortable. Q4 2025 Core FFO reached 66 cents per diluted share, up 11.4% year over year, and quarterly Core FFO stepped higher every period in 2025 (61 cents, 63 cents, 65 cents, 66 cents). Operating portfolio occupancy sits at 97.2%, and leasing spreads have been fierce, with FY2025 Cash Rent Change of 24.0% and 2026 already 69.2% addressed at a 20.0% Cash Rent Change. Balance sheet shows $7.21B in assets against $3.54 billion in liabilities.
The bull case is that STAG buys logistics real estate at attractive cap rates and re-rents it materially higher. Management acquired $449.1 million across 13 buildings at a 6.5% cash cap rate in 2025 and is working a $3.6 billion acquisition pipeline. CEO Bill Crooker told investors, “The Company generated strong operating results driven by heightened leasing activity, prudent capital allocation, and healthy Same Store Cash NOI growth.”
The risk to watch is financing cost. Term Loan G steps from a 1.70% fixed rate to 3.94% in February 2026, and the industrial tenant base carries e-commerce and credit sensitivity when the cycle wobbles.
Agree Realty (ADC) Agree Realty (NYSE:ADC) is the direct Realty Income substitute in this lineup: a monthly-paying net lease retail REIT with a heavy investment-grade tenant tilt. Shares traded around $80.17 on July 22 with a yield of 3.93%, another high-yield entry.
Safety here is outstanding. The monthly dividend was raised to $0.267 effective this past April, a 4.3% year-over-year bump. Q1 2026 AFFO of $1.14 per share annualizes to roughly the midpoint of management’s reiterated 2026 AFFO guide of $4.54 to $4.58. The portfolio spans 2,756 properties across all 50 states at 99.7% occupancy with a 7.8-year weighted average lease term. Fitch assigns Agree an A- issuer rating with a stable outlook, and the company entered 2026 with over $2.0 billion of liquidity and no material debt maturities until 2028. Consecutive uninterrupted monthly payments run from January 2021 through July 2026. If you are building a paycheck-style portfolio around monthly-payer REITs, our 7 Monthly Dividend Stocks research briefing is a good companion.
The bull case is dependable growth: Q1 2026 revenue rose 18.7% year over year, and management deployed $402.5 million across 85 properties at a 7.1% weighted-average cap rate in the quarter alone. CEO Joey Agree said, “Our first quarter results reflect a strong start to the year. Our balance sheet is fortified, our pipeline is strong and our Team is laser focused.”
The caveat: investment-grade tenant concentration slipped to 65.4% from 68.3% year-ago, and the portfolio still touches pressured retail categories including pharmacy at 3.6% of ABR.
The Takeaway These four REITs cover the payout ladder Realty Income shareholders actually care about. VICI delivers the ultra-high-yield anchor with an eight-year raise streak and near flawless portfolio occupancy. WPC pairs a mid-single-digit yield with CPI-linked rent escalators and a rebuilt post-spinoff growth cadence. STAG plugs into industrial logistics with double-digit leasing spreads, and ADC brings monthly dividend checks backed by an A- balance sheet and near-full occupancy. Together they form a durable, well-covered income sleeve without owning a single share of O.
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WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the “Class Period”), of the important August 31, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Insulet securities 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 Insulet class action, go to https://rosenlegal.com/cases/insulet-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 31, 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 made false and/or misleading statements and/or failed to disclose that: (1) Insulet’s manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-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.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
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Známý investor Jim Chanos v rozhovoru pro RiskReversal Media popisoval svůj pohled na současné dění na akciovém trhu a na investice do AI. Ty jsou podle něj taženy tím, jaké jsou současné „spotové ceny“, ale situace mu připomíná například nadšení při budování železnic, které nakonec končilo příliš vysokými kapacitami a bankroty investujících firem (viz první část rozhovoru). Tématu umělé inteligence a souvisejících investic se pak věnoval více do detailu.
Chanos se tedy domnívá, že nyní opět probíhá „naprosto základní finanční chyba, kdy jsou dlouhodobé kapitálové investice činěny na základě krátkodobých spotových cen.“ Je přitom velká otázka, kde budou ceny někdy za dva roky. K tomu dodal, že klíčovou společností je v oblasti umělé inteligence a investic do její infrastruktury NVIDIA. To podle Chanose znamená, že „žádná firma by se na trhu neměla obchodovat s valuacemi vyššími než tato společnost“. V mnoha případech ale platí opak, a to je další důvod, proč „se dívat na tento ekosystém a ptát se, co je vlastně udržitelné.“
Marže společnosti NVIDIA jsou podle experta v dohledné době „stabilní“, ale „pak už se lze jen dohadovat“. To ovšem neplatí jen v tomto případě, ale pro celé dění kolem AI. K tomu Chanos dodal, že současné zisky obchodovaných společností jsou ovlivněny tím, že výdaje na čipy a podobné položky nejsou účtovány jako náklad, ale jako investice, a tudíž jsou jen postupně odepisovány. To přispívá k růstu zisků obchodovaných firem, který je vysoko nad historickým standardem pohybujícím se někde kolem 6 %.
K něčemu podobnému docházelo na vrcholu internetové bubliny – i tehdy „jeden dolar tržeb jedné firmy nebyl jedním dolarem nákladů jiné“. Právě proto, že investující společnosti neúčtují nákupy čipů do nákladů, ale kapitalizují je a jen postupně odepisují. Plně odepsány mohou být během 5 – 6 let, ale k tomu se podle Chanose musí přidat až 18 měsíců souvisejících s tím, jak se účtuje ve vztahu ke stavbě budov a zařízení. Takže ve skutečnosti budou současné výdaje firem odepisovány ještě déle.
Expert poukázal i na to, že se objevuje nový podnikatelský model, v jehož rámci AI společnost poskytuje software a klienti si sami budují svá datová centra. Cílem u AI společnosti je vyhnout se vysokým investicím a zůstat společností nenáročnou na kapitál. Chanos k tomu ale dodal, že doposud bylo základem investičního příběhu to, jak velkou výhodou je právě vlastnění datových center a veškerého hardwaru souvisejícího s umělou inteligencí. „Teď se dozvídáme, že aktiva není třeba vlastnit, stačí je jen spravovat.“
Lloyds expects EUR/USD to retreat towards 1.1214 this summer as persistent US inflation risks restore the Dollar’s interest-rate advantage. At Friday’s market close, the Euro to Dollar (EUR/USD) exchange rate was quoted at $1.1371, down 0.05% on the day and from $1.1438 the previous Friday.
EUR/USD fell in four of the five sessions and finished just above July’s low at 1.1362, leaving the Euro on the defensive heading into the new week.
Latest — Exchange Rates:
Euro to Dollar (EUR/USD): 1.137117 (-0.05%)
Pound to Dollar (GBP/USD): 1.332498 (+0.09%)
Dollar to Yen (USD/JPY): 163.85169 (0.00%)
Lloyds Bank says the latest rise in energy and wider commodity prices has revived inflation concerns, but the policy consequences are likely to be more challenging for the United States than the Eurozone.
“The Fed faces a more challenging mix than slow Europe, the USD ought to benefit from that,” says Nicholas Kennedy, FX strategist at Lloyds Bank.
The US economy has absorbed the latest energy shock with relatively little damage to domestic demand.
Lloyds points to resilient household consumption, a steadier labour market, rising equity-market wealth and the continuing AI investment boom. Tariffs, tight inventories and wider supply constraints are adding to the underlying price pressure.
Europe faces a less supportive combination.
The European Central Bank may still raise interest rates further, but higher input costs and tighter monetary policy are also likely to weigh more heavily on the Eurozone’s already-fragile demand and confidence.
Markets May Still Be Underpricing the Fed “One soft month for inflation data does not alter those underlying influences,” Kennedy says.
At the time of Lloyds’ 23 July report, markets had almost two Federal Reserve rate increases priced by the end of 2026.
“While the market now has almost two Fed hikes priced in by year-end, there is not much after that,” the bank says, noting that only another 13 basis points of tightening was priced through to the middle of 2027.
Lloyds believes that may prove too cautious if strong demand continues to collide with limited supply, accommodative financial conditions and rising business costs.
“If ECB assumptions are too hawkish, we’d still see the Fed curve as too low,” Kennedy adds.
The implication for EUR/USD is that US-Eurozone rate differentials could move back in the Dollar’s favour even if the ECB retains a hawkish policy stance.
With Eurozone growth fragile and investors reluctant to revive the broader anti-Dollar trade, Lloyds says the Dollar’s carry advantage is beginning to reassert itself.
“A further drift down towards EUR/USD 1.1214, if not a bit below... remains our expectation over the summer,” the bank concludes.
Image: EUR/USD 15-minute technical chart at Friday’s market close EUR/USD Technical Outlook Remains Soft The short-term chart also points to a continued downside bias.
EUR/USD ended Friday below the session VWAP at approximately 1.1381 and the 200-period moving average near 1.1392.
The 14-period RSI stood at 44.3, below the neutral 50 level but not yet signalling oversold conditions.
Initial support is located at July’s 1.1362 low.
A sustained break below that area would strengthen the case for another move lower and keep Lloyds’ 1.1214 target in view. That level is approximately 1.4% below Friday’s close.
Lloyds identifies 1.1065 as the next technical support should EUR/USD fall below the 1.12 region.
On the upside, the pair would need to recover the 1.1381–1.1392 area to ease immediate selling pressure.
Until then, the approaching Federal Reserve meeting and any further evidence of persistent US inflation will remain important tests of the bank’s bearish summer forecast.
Bruce Berkowitz’s Fairholme Capital Management continues to run one of the most concentrated bets in institutional investing: Roughly 79.7% of its reported 13F portfolio sits in a single name, The St. Joe Company (NYSE:JOE | JOE Price Prediction), per the Q1 2026 13F as of March 31, filed May 15. This is a decade-plus conviction position that has become extraordinary in size relative to almost anything else on Wall Street.
St. Joe is a Northwest Florida real estate developer that owns 165,000 acres of land across the Panhandle, operating through Real Estate, Hospitality, and Leasing segments. The company partners with D.R. Horton, Toll Brothers, and PulteGroup on residential development and controls brands like Watersound, WaterColor, and Latitude Margaritaville Watersound. Market cap sits at roughly $3.49 billion with shares at $60.72 as of the most recent close.
The Thesis Behind Berkowitz’s Concentration The numbers explain the conviction. Full-year 2025 revenue rose 27.4% to $513.2 million, with net income climbing 55.8% to $115.6 million and EPS of $2. Residential pricing power has been remarkable: average homesite base prices moved from $108,000 in 2024 to $137,000 in 2025, with real estate gross margins widening to 51%.
The recurring revenue transformation is central to the story. Hospitality and leasing together accounted for 60% of Q1 2026 revenue, and homesites under contract tripled to 3,204 versus 952 a year earlier. The new PulteGroup contract for up to 2,653 homesites validates that national builders view Northwest Florida as a durable growth market. Capital returns reinforce the flywheel: $653.6 million spent since 2015 to repurchase 37.8% of original shares, and the quarterly dividend now sits at 16 cents, up 129% since the 2020 initiation.
The Trim That Complicates the Story Retail investors need to see the other side. Between May 5 and June 18, Berkowitz and Fairholme disposed of shares across 14 transactions at prices between $65.09 and $66.09. Approximately $24.84 million was sold in the first tranche alone, and the fund still retains 15,073,624 shares after the June 23 disclosure. This is trimming into strength while keeping the core stake intact.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and St Joe didn't make the cut. Grab the names FREE today.
Shares traded closed at $61.82 on July 22, up 22.61% over the past year and 236% over the past decade. Selling at record levels while maintaining a ~10% ownership stake reflects disciplined risk management.
Should Retail Investors Follow? Understand what you are buying. JOE trades at a trailing PE of 31 and a forward PE of 50, with a price-to-book of 5. That is not cheap on conventional metrics, though DCF-based fair value estimates from Simply Wall Street peg intrinsic value above $120 per share, reflecting undeveloped land worth. Q1 2026 net income declined 20.4% year over year on lower joint venture equity income, a reminder that lumpy home-closing timing distorts quarterly results.
The verdict: the thesis is real. Pricing power, national builder validation, a 23,900-homesite pipeline, and improving recurring revenue justify a premium multiple. Replicating Berkowitz’s 79.7% concentration carries obvious single-name risk for a retirement portfolio. Investors evaluating JOE may consider it a long-duration land compounder rather than a short-term trade when framing research around this smart-money footprint.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and St Joe didn't make the cut. Grab the names FREE today.
WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Primoris Services Corporation (NYSE: PRIM) between August 5, 2025 and June 22, 2026, inclusive (the “Class Period”). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 21, 2026.
SO WHAT: If you purchased Primoris 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 Primoris class action, go to https://rosenlegal.com/cases/primoris-services-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 September 21, 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. 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, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Primoris’ cost estimation, cost-to-complete forecasting, and project oversight processes were deficient and failed to provide reliable estimates of the costs and expected profitability of significant fixed-price renewable energy projects; (2) as a result, Primoris systematically underestimated the costs and risks of significant fixed-price renewable energy projects that were experiencing material cost overruns, execution problems, and schedule delays; and (3) accordingly, defendants’ statements regarding Primoris’ estimating processes, project execution, ability to manage project risk, financial performance, and financial guidance lacked a reasonable basis and omitted material adverse facts. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Primoris class action, go to https://rosenlegal.com/cases/primoris-services-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.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
A previously inactive Shiba Inu whale has resumed accumulating the token after spending more than seven months on the sidelines.
According to on-chain data from Arkham Intelligence, the whale recently purchased 30.18 billion Shiba Inu in a single transaction valued at $125,270. The transaction quickly attracted the attention of the Shiba Inu community, as it marked the whale’s first significant purchase in months.
Latest Purchase Lifts Holdings to 50.28 Billion SHIB Before the latest acquisition, the whale had not bought any SHIB for over seven months. The previous purchase occurred in December 2025, when the address acquired 70 million SHIB. A month earlier, the same wallet accumulated more than 20 billion SHIB through four separate transactions.
Whale Resumes Shiba Inu Accumulation With 30 Billion SHIB Purchase Following the recent purchase, the wallet’s holdings have increased to 50.28 billion SHIB, currently worth $210,710. SHIB also remains the largest asset in the wallet by dollar value, highlighting the investor’s continued conviction in the token.
Accumulation Coincides With Exchange Outflows The whale’s renewed buying activity comes as investors continue removing SHIB from centralized exchanges. As previously reported, holders withdrew roughly 74 billion SHIB from exchanges, signaling a preference for self-custody.
The trend has continued over the past 24 hours, with investors withdrawing more than 1 billion SHIB, further reducing the amount of the token available on trading platforms.
At the same time, leading cryptocurrency exchanges have been reshuffling billions of SHIB between their wallets. Over the past 12 hours, OKX transferred more than 168 billion SHIB from its hot wallet to cold storage.
Meanwhile, Binance and Wintermute also moved billions of SHIB in separate transactions over recent hours. Such transfers are typically associated with internal wallet management and do not necessarily indicate buying or selling activity.
SHIB Regains Momentum Amid the renewed whale accumulation and continued exchange outflows, Shiba Inu has regained some momentum in the broader crypto market.
The token has reclaimed its position as the 31st-largest cryptocurrency by market cap. At the time of writing, SHIB was trading at $0.000004211, up 0.69% over the past 24 hours and 1.38% over the past seven days.
While the recent whale activity has sparked optimism among investors, it remains too early to determine whether it signals the beginning of a sustained recovery.
DisClamier: This content is informational and should not be considered financial advice. The views expressed in this article may include the author's personal opinions and do not reflect The Crypto Basic opinion. Readers are encouraged to do thorough research before making any investment decisions. The Crypto Basic is not responsible for any financial losses.
New York, New York--(Newsfile Corp. - July 26, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Planet Fitness, Inc. (NYSE: PLNT) between November 6, 2025 and May 6, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 14, 2026.
SO WHAT: If you purchased Planet Fitness 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 Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/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 September 14, 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. 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, throughout the Class Period, defendants made materially false and misleading statements and/or concealed material adverse facts concerning the true state of Planet Fitness' customer acquisition and marketing metrics. Notably, Planet Fitness' updated marketing messaging was failing to resonate with, and was actively intimidating, its core target demographic of fitness beginners and casual gym-goers. As a result, Planet Fitness was experiencing a significant headwind in net member joins during its peak first-quarter sign-up period that rendered its previously issued fiscal 2026 guidance and long term financial targets unachievable. Instead, Planet Fitness would be required to restructure its marketing strategy, losing the gains they praised from continuing the same marketing campaign, and entirely halt the planned Black Card price increase which sale projections were premised upon. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Planet Fitness class action, go to https://rosenlegal.com/cases/planet-fitness-inc/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.
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PANews, July 26 – Token Unlocks data shows that tokens including SUI, EIGEN, and FF are set for large unlocks next week, specifically:
Sui (SUI) will unlock approximately 13.72 million tokens on August 1 at 8:00 AM Beijing time, representing about 0.34% of circulating supply, valued at roughly $9.9 million;
EigenCloud (EIGEN) will unlock approximately 36.82 million tokens on August 1 at 12:00 PM Beijing time, representing about 5.79% of circulating supply, valued at roughly $7.6 million;
Falcon Finance (FF) will unlock approximately 102 million tokens on July 29 at 9:00 PM Beijing time, representing about 3.53% of circulating supply, valued at roughly $6.2 million;
Kamino (KMNO) will unlock approximately 229 million tokens on July 30 at 8:00 PM Beijing time, representing about 2.97% of circulating supply, valued at roughly $4.1 million;
Ethena (ENA) will unlock approximately 40.63 million tokens on August 2 at 3:00 PM Beijing time, representing about 0.47% of circulating supply, valued at roughly $3.5 million.
Archer Aviation (ACHR -7.24%) is one of several companies looking to build a business around electric vertical takeoff and landing (eVTOL) aircraft. The stock was hot not too long ago, but has since cooled off dramatically as it is taking longer than Wall Street would like for the company to get off the ground. But it is making progress, and the stock's 50% pullback over the past year could be a buying opportunity for long-term investors.
How bad is Archer's drawdown? Archer Aviation is a money-losing start-up, so it shouldn't be shocking that the stock is risky. In fact, only the most aggressive investors should probably even consider buying it. The volatility you are taking on by owning it has been on clear display over the past year, with the stock down around 50% over that span. That said, that pullback comes after a huge rally in late 2024, when eVTOL stocks were particularly popular on Wall Street. At one point, over the past three years, the stock was up 200%; now it is up just 15% over that span thanks to the current drawdown.
Image source: Getty Images.
Given Archer Aviation's still-early stage of development, it is hard to predict what the business is capable of in the long term. However, eVTOL aircraft are expected to be a revolutionary development in the aerospace industry. To simplify the concept, they are expected to be air taxis that quickly carry people and packages over short distances.
There could be more opportunities than there appear to be The big story for Archer Aviation has been building a global air taxi business that carries people from place to place. Notably, it would allow customers to fly over traffic-congested cities. Civilian use is great, but it is highly regulated. It is taking longer than planned to obtain all the required approvals for the company's Midnight aircraft. The company is slowly moving forward, but Wall Street is clearly tired of waiting.
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That said, the company is also working on military uses for its eVTOL technology. That doesn't require the same approvals and could open up a quicker path to revenues and profits. Archer Aviation's stock jumped after it showed off technology it created with military supplier Anduril, which it calls Thunder. Military applications could be the company's first substantial revenue opportunity, but this same technology also has many industrial applications.
Execution will be vital for Archer's success It isn't easy to build an entirely new aircraft. Still, Archer Aviation is making steady progress, and it looks highly likely that it will eventually get its business off the ground. If you are a long-term investor and can handle owning a volatile stock, the massive price decline in the shares could be a second chance to jump aboard. Archer will need to execute extremely well, but given the recent development on the military side of the business, it is clearly doing just that (even if the process is taking longer than mercurial investors had hoped).
Elon Musk Trades Barbs With The Economist Editor in Exclusive Interview: 'Many People Hate You' – 'Even More Don't Like You'
The video of Elon Musk’s exclusive interview with *The Economist* was released on July 23. In the video, *The Economist* editor Beddoes accused Musk of being out of touch, misusing his influence to spread false panic and far-right rhetoric about Europe. “You described to me those astonishing, civilization-altering events of extraordinary transformative significance that will unfold over the next decade. Yet you remain a constant participant in the worst cesspool of tribalism that is social media,” Beddoes said. In response to Beddoes’ sharp criticism, Musk replied: “My partner, Shivon Zilis, a senior executive at Neuralink, is half-Indian. I have four children with her, one of whom is named after a famous Indian physicist. So I don’t think I’m a racist. And if you look at the employees in my companies, you’ll find our executives are from all races. I don’t believe there is any racial discrimination there.” During the interview, Musk told Beddoes outright that the absurd labeling of “far-right” by media outlets like *The Economist* is false and misleading. Beddoes countered that Musk had claimed “a civil war in the UK is only a matter of time,” but that was not the case: “The UK’s domestic security is better than that of any city in the US.” Finally, Beddoes bluntly criticized Musk: “You are out of touch, and many people dislike you.” To that, Musk said: “I don’t care. I have 250 million followers, and I believe far more people like me than dislike me. Moreover, I think far more people dislike you and the media than you imagine.”
4 minutes ago
Iran says it has made progress in talks with Oman on shipping management in the Strait of Hormuz.
According to Iran's Mehr News Agency reported on the 26th, Iranian Foreign Ministry spokesman Bahaei said that Iran recently held deputy foreign minister-level talks with Oman on the management of safe shipping in the Strait of Hormuz. The talks were "fruitful and yielded some progress." He added that the Omani delegation left Tehran on the 25th, but technical and political consultations between the two sides will continue. Bahaei also noted that there has been no change in the current navigation situation in the Strait of Hormuz. (Xinhua)
4 minutes ago
Tensions between the US and Iran have eased, resulting in a significant pullback in prices of the two major crude oils on trade.xyz, as traditional markets remain closed.
According to multiple sources over the weekend, fresh signs of easing tensions have emerged between the U.S. and Iran. U.S. President Donald Trump suspended military operations targeting Iran, while Iran has correspondingly halted retaliatory strikes. Affected by this news, the two benchmark crude oils on trade.xyz have fallen sharply, with Brent crude oil trading at $87.473, a 4.83% drop in 24 hours. As it is the weekend, trading of the two benchmark crude oils on traditional markets is closed, leaving Brent crude oil still at Friday’s level of $93.16.
4 minutes ago
Elon Musk details AI evolution timeline: The intelligence gap between AI and humans will be as vast as that between humans and chimpanzees within 10 years.
Elon Musk reaffirmed and detailed his timeline: In roughly 5 years, AI’s general intelligence could surpass the sum of human intelligence; in about 10 years, humans will likely no longer be the dominant force, with an intelligence gap far exceeding that between chimpanzees and humans, he analogized. He stated that AI could outperform humans in nearly every aspect, save for the inherent trait of being human itself. Musk believes the most probable outcome of AI development is an "era of staggering abundance", where robots and AI produce far more goods and services than humanity can consume, allowing anyone to have whatever they desire. By around 2036, "money may no longer matter". He argued that governments could issue direct cash transfers to citizens (similar to a universal basic income), as surging output would likely lead to deflation rather than inflation; traditional tax and redistribution logic may become obsolete under this new paradigm. He acknowledged a 10–20% risk that AI could lead to human extinction, but noted the development momentum is unstoppable, reaching a "philosophical conclusion": if you can’t stop it, join it and "enjoy the journey".
4 minutes ago
Iranian President: U.S. attacks on Iran’s civilian infrastructure are 'clear war crimes'
Local time on the 26th, Iranian President Masoud Pezeshkian held a meeting with the head of Iran’s Ministry of Roads and Urban Development, during which he was briefed on damage to transportation infrastructure including border crossings, ports, highways and railway networks. Pezeshkian called U.S. attacks on these Iranian civilian infrastructures "clear war crimes" and emphasized that those responsible for the acts should be held legally accountable through relevant international organizations and institutions. (CCTV News)
4 minutes ago
Iranian Army Spokesperson says the United States is in a desperate situation.
According to Iranian media reports today (July 26), Iranian Army spokesperson Akraminia stated that Iran has not observed any specific next-step strategy from the U.S. at present, but it can be assessed that the U.S. is already in a desperate position. Akraminia noted that the U.S. has three possible options: withdrawing from the conflict, launching large-scale airstrikes under pressure from Israel, or carrying out ground operations. Iran will monitor the U.S.'s subsequent actions and has prepared for all eventualities. He also added that the current war’s geographic scope has expanded to the Strait of Mandeb, and Iran’s operations cover U.S. targets spanning from Jordan to countries along the Persian Gulf coast. (CCTV International News)
AST SpaceMobile expects more than 45 satellite launches this year, backed by $3.5 billion in cash funding over 100 BlueBird satellites. More than 60 mobile network operators serving over 3 billion subscribers support $1.2 billion of contracted commercial commitments and growing visibility. Management reaffirmed 2026 revenue guidance of $150–$200 million while maintaining expectations that 2027 revenue could approach $1 billion.
NuScale Power (SMR -8.17%) has perhaps never before looked like such a strong buy.
Indeed, the advanced nuclear company -- the only one with a small modular reactor (SMR) design certified by the Nuclear Regulatory Commission -- has shaved about 85% of its value since last July.
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That alone doesn't make it a buy, but when you look at the company's progress, the sell-off could be teeing up NuScale for a strong rebound. Here's what I mean.
Image source: Getty Images.
The bull case for NuScale requires patience NuScale Power is trying to become the first publicly traded U.S. SMR company to turn its first-mover advantage into actual commercial sales. That advantage is its NRC-approved SMR design, which has given it a years-long head start in a tough regulatory environment.
True, NuScale hasn't deployed an SMR yet. But the NRC approval has moved it closer to doing so. It is currently working through its commercial partner, ENTRA1, toward what could be the biggest SMR deployment program in U.S. history: a power plant of up to 6 gigawatts (GW) across TVA's seven-state service territory. If these talks turn into a binding agreement, NuScale could end up deploying around 72 Power Modules for this project.
Then there's the Romanian project in Doiceşti. This planned 462 megawatt-electric (MWe) plant is aiming to use six of NuScale's Power Modules, and its first module could be in commercial operation in 2033.
That last date, 2033, brings me to my main point: NuScale is not a stock for the short term. If you look at the company with your eyes on the near future, say, the next five years, you're probably not looking far enough. NuScale is probably not going to deliver life-changing gains over the next half-decade. But if you enlarge your time horizon to 10, maybe 15 years, then you're thinking on the same time scale as the nuclear energy industry operates.
In that longer-time perspective, NuScale, in my opinion, is a stock worth buying now. That's not to say it's dirt cheap: Even after its recent slide, it carries a $3 billion market cap, with about $18.7 million in trailing-12-month revenue. At today's price, it trades at about 160 times trailing sales.
Still, if Wall Street continues to approach advanced nuclear energy bearishly, then that gives you the chance to build a position gradually at a lower price. NuScale still has a lot to prove, true, but for investors who can wait a decade or longer for the opportunities to play out, an investment today could help set you up for life.
Sandisk (SNDK -10.87%) has been one of the hottest growth stocks of the year (up 579%), but it's down by more than 31% from its June 2026 all-time high. Where does that leave investors heading into Sandisk's Aug. 5 earnings report?
There are some hints that Sandisk will deliver blockbuster results when it releases its report. These are the green flags investors should keep in mind as Aug. 5 draws closer.
Image source: Getty Images.
Micron usually foreshadows Sandisk's earnings Memory chips are gaining substantial traction, and Micron Technology (MU -7.24%) proved that was the case when it reported its fiscal 2026 third-quarter results. These results are a pretty big deal for Sandisk investors since the company has been growing faster than Micron in recent quarters.
Micron more than quadrupled its revenue year over year, crushing its guidance in the process. The memory chipmaker also delivered more than 70% sequential growth. Guidance only suggested $33.5 billion in revenue at the midpoint, which would have been approximately a 40% sequential improvement.
With this important context, let's take a closer look at Sandisk's results for the fiscal 2026 third quarter, which ended April 3. Revenue almost doubled sequentially, outpacing the growth rate Micron exhibited in its groundbreaking quarter. For Q3, Sandisk implied $4.6 billion in revenue at the midpoint of guidance and ended up reporting $5.95 billion.
Sandisk guided for $8 billion in revenue at the midpoint of its fiscal 2026 fourth-quarter results. Recent history and Micron's results suggest that Sandisk will smash guidance. Micron's $41.5 billion in revenue shocked the most ardent bulls, and the company then guided for $50 billion in the following quarter.
If Sandisk continues to follow the pattern of crushing guidance, its recent dip looks like a compelling buying opportunity.
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The memory chip boom isn't fading Memory chips are cyclical, and supply shortages can quickly turn into inventory gluts. That has been the narrative for multiple decades, and it may explain why memory chipmakers saw their share prices drop just after Micron reported earnings, but the AI build-out is quite exceptional.
Companies with real revenue and rising AI capacity needs are fueling the boom, which makes the dot-com comparison illegitimate. Furthermore, Micron announced it was entering multiyear strategic agreements with customers. This multiyear setup makes the company less susceptible to the bust part of the memory chip cycle. Competitors like Sandisk are likely to follow suit, which can make the current dip attractive.
Moreover, Alphabet boosted its capital expenditures target yet again. The company intends to spend up to $205 billion on capital expenditures this year, and some of that money will have to go to memory chips like the ones Sandisk creates.
These are long-term tailwinds that should continue to propel Sandisk stock to new highs. Expect a beat-and-raise type of quarter. It's just a matter of how much Sandisk beats its guidance for Q4 and what the company tells investors about its upcoming fiscal 2027.
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.
Investors looking for the best time to buy SpaceX (NASDAQ: SPCX) stock may benefit from waiting for additional weakness following the company’s first earnings report as a public company, according to an analysis by ChatGPT.
While SpaceX remains one of the market’s most closely watched growth stocks, the AI model suggested the most attractive entry point could emerge between August and October 2026 rather than immediately.
The assessment comes as SpaceX shares remain under pressure following their June 2026 IPO, despite continued progress across Starship, Starlink, and launch operations. As of press time, SPCX shares were valued at $115, dropping over 30% since its debut.
SPCX 30-day stock price chart. Source: Finbold ChatGPT identified SpaceX’s first public earnings report, scheduled for August 4, as the most likely catalyst for a better entry point.
Expectations remain high after the company’s blockbuster debut, leaving little room for disappointment.
If SpaceX reports larger-than-expected losses, lowers guidance, increases spending on Starship and satellite infrastructure, or delays commercialization targets, the stock could face another round of selling.
Under that scenario, investors may find a more attractive risk-reward setup than buying ahead of earnings.
When to buy SpaceX stock Based on current market conditions, ChatGPT considers SpaceX stock most attractive between $110 and $125 per share, with the $90 to $110 range offering an even stronger accumulation opportunity if fundamentals remain intact.
Conversely, the model believes shares above $140 still reflect significant optimism around Starship, Starlink, and future growth. These are valuation-based entry zones, not price forecasts.
However, ChatGPT noted that investors may consider buying sooner if three developments occur: another successful Starship test flight, continued growth in Starlink subscribers and revenue, and signs that the stock can stabilize after earnings rather than extend its recent decline.
The model also highlighted post-IPO share dynamics as a potential source of volatility. SpaceX’s relatively small public float has contributed to sharp price swings since listing.
SpaceX fundamentals As more shares become available for trading, additional selling from employees and early investors could weigh on the stock.
Historically, similar post-IPO periods have created buying opportunities when business fundamentals remained strong.
Meanwhile, valuation remains the key debate among investors. SpaceX’s estimated valuation climbed from about $350 billion in late 2024 to more than $800 billion by the end of 2025 before reaching roughly $1.75 trillion at its IPO.
That rapid rise has shifted the investment question from whether SpaceX can grow to whether it can grow fast enough to justify its premium valuation.
Despite its near-term caution, ChatGPT remains bullish on SpaceX’s long-term prospects. The model views the company as a combination of a dominant launch provider, a fast-growing satellite communications network through Starlink, and a potential AI and space infrastructure platform.
If Starship achieves full reusability and Starlink continues expanding globally, SpaceX could remain one of the fastest-growing large-cap companies in the market.
A difficult year for Tesla's (TSLA -2.14%) stock got even worse after the stock fell more than 15% on July 23 in the aftermath of its second-quarter earnings report. The stock is now down more than 30% year to date.
Shares of the electric vehicle (EV) maker fell after the company badly missed adjusted EPS estimates, talked of increasing capital expenditures (capex), and dramatically changed its tone about its robotaxi rollout.
Image source: The Motely Fool
Heavy investments and lack of progress spook investors Increased capex spending has become a Wall Street bugaboo, and Tesla said that it is in the midst of a massive investment cycle. It plans to spend $25 billion in capex this year, with it growing over the next two to three years as the company increases its Optimus robot production capacity, expands its robotaxi fleet, builds out AI computing infrastructure, and invests in its TeraFab project.
At the same time, the company toned down robotaxi expectations. While it said its robotaxi efforts were going "extremely well," and touted its safety record and technology, it was a far cry from a year ago when Elon Musk predicted that its robotaxis would be accessible to half the U.S. population by the end of 2025. They weren't, and supervised and unsupervised Robotaxi rides are still only available in two states. According to Tech Crunch, the number of robotaxi miles carrying paying customers also fell 36% sequentially in Q2. That's a bad sign for a stock whose valuation is largely tied to future bets.
Meanwhile, for its Optimus robot, CEO Elon Musk once again said he thought it would become Tesla's biggest product ever. However, he admitted that there are major technical hurdles still to overcome, including with the "electromechanical design of the robot to achieve sufficient dexterity." He also noted that Tesla was having difficulty ramping up production due to newness of parts and the lack of an existing supply chain.
Getting parts for Optimus also ties into Tesla wanting to build its own fab that would have logic, memory, and advanced packaging all done in the same facility. Its an ambitious project that even Nvidia's CEO said will be difficult to pull off.
As for its actual results, Tesla's automobile deliveries in Q2 climbed 25%. That was a big jump from the 6% increase it saw in Q1 and a reversal from the declines it saw throughout much of 2025. Its total production, meanwhile, increased by 10%.
The increase in deliveries helped Tesla's auto revenue rise by 23% to $20.5 billion in the quarter. The revenue was also helped by a 54% jump in active FSD (full-self driving) subscriptions (which includes monthly subscriptions and upfront purchases) to 1.48 million users. However, the company's high gross margin regulatory credit revenue plunged by 67% to $146 million. That's a big reason why the company's adjusted EPS fell well short of expectations, along with a 47% jump in operating expenses.
Overall, Tesla's revenue climbed 26% year over year to $28.2 billion. Its energy generation and storage revenue rose by 13% to $3.1 billion, while its service revenue surged 50% to nearly $4.6 billion. Adjusted earnings per share (EPS) sank 18% to $0.33, missing the analyst consensus of $0.51, as compiled by LSEG.
Tesla's operating cash flow climbed 85% in the quarter to $4.7 billion, but it spent $5.8 billion in capex, leading to negative free cash flow of $1.1 billion.
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The removal of civil penalties for autos not meeting Corporate Average Fuel Economy (CAFE) standards and the loosening of emission restrictions in Europe have taken a huge bite out of Tesla's high-margin regulatory credit revenue. This has been a major source of profits for the company that has now considerably declined, pressuring its core EV business. Meanwhile, its robotaxi and robotics businesses remain unproven and thus far have underwhelmed.
The potential of Tesla being eventually acquired by Musk's other company, SpaceX, could help provide a floor for the stock. However, that's provided that SpaceX can stop its own free fall. With a struggling core business and a valuation (170x forward P/E) based solely on speculative bets, I'd stay away from Tesla stock.
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.
Since leaving his CEO job at Amazon (AMZN -0.70%) in 2021, Jeff Bezos has spent every waking moment trying to make his other company -- space company Blue Origin -- a success. He's spent every waking moment... and about $30 billion.
And it still isn't enough.
Jeff Bezos, Executive Chairman of Amazon. Image source: Amazon.com.
Blue Origin seeks outside cash Through May 2026, Bezos' personal contributions to Blue Origin's bank account totaled about $28 billion, averaging about $1 billion per year. Last month, Bezos confirmed he will double that annual contribution in 2026, investing $2 billion in Blue Origin as part of a reported $10 billion financing round -- the first time Blue Origin has ever sought outside, non-Jeff Bezos investment since the company first started up 26 years ago.
Participants in this inaugural funding round, in addition to Bezos himself, are said to include hedge fund Coatue Management ($4 billion) as well as several other "major investors," according to CNBC.
All of these investors will be investing at a valuation of $130 billion for the entire company. Bezos' interest will presumably shrink slightly from 100% to perhaps 94%, while Coatue takes a 3% stake and the remaining investors split the remaining 3% among themselves.
Why Blue Origin needs money If Blue Origin is already worth $130 billion, though, why does it need to attract outside investment? Because, market cap notwithstanding, Blue Origin requires liquid cash to spend on multiple projects it has in the works.
Analysts forecast Blue Origin will spend $4.8 billion on capital investment this year to rebuild its Cape Canaveral launch pad (destroyed when a New Glenn rocket blew up during engine testing in May), investigate why New Glenn exploded in the first place, replace the rocket that exploded, and build several more new rockets to support an eventual launch cadence of 100 rocket flights per year.
On top of all this, Blue Origin is building a constellation of 5,408 TeraWave broadband internet satellites that could cost $10 billion (and probably more), at the same time as it develops lunar landing ships for NASA's Project Artemis, and also helps build an Orbital Reef space station in low-Earth orbit.
That's billions and billions and billions of dollars in new spending for a company that has heretofore been supported solely by Jeff Bezos' (admittedly plump) bank account. It makes sense Blue Origin would seek other sources of cash, given its funding needs. Given the financial drain Blue Origin faces, an IPO probably isn't out of the question either.
Whether you should invest in a Blue Origin IPO at its $130 billion valuation, with no reported profit and annual revenue estimated at only $26.4 million (according to S&P Global Market Intelligence's current estimate), is another question entirely.
Two of the most talked-about trillion-dollar stocks have both stumbled lately. Space Exploration Technologies (SPCX -2.68%), also known as SpaceX, has slid below its offering price since its splashy debut, and Nvidia (NVDA -1.01%) has cooled after a red-hot run.
Both are pitched as ways to own the artificial intelligence boom, so which is the better buy after the pullback? For me, it is Nvidia, and the reasons come down to price, ownership, and focus.
Image source: Getty Images.
1. The valuation gap is enormous Start with what you pay. Even after falling below its IPO price, SpaceX carries a market value around $2 trillion, which works out to roughly 95 times its annual sales. That is a price built almost entirely on faith in the future.
Nvidia is larger overall at roughly $4.5 trillion, yet it trades at one of the more reasonable forward earnings multiples among the megacaps after its recent dip, and it backs that valuation with staggering profits. Its data center revenue alone recently topped $75 billion in a quarter, up more than 90% from a year earlier.
With SpaceX, you are paying up for hope; with Nvidia, you are paying for profits that already exist.
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2. Too much sits with insiders Ownership matters, and here the contrast is stark. SpaceX is tightly controlled by Elon Musk and a small circle of insiders, with only a sliver of the company publicly available. That means ordinary shareholders own a minority stake with little say and must simply trust that management acts in their interest.
Nvidia, by contrast, is a widely held, liquid, transparent public company where no single person calls all the shots.
When most of a business sits in insider hands, minority investors tend to take what they are given, and I would rather own the company where public shareholders actually count.
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3. A good business, but spread thin SpaceX is genuinely impressive, but it is stretched across an enormous range of ambitions: launching rockets, running the Starlink internet network, developing the giant Starship, chasing satellite-to-phone service, and, through its xAI arm, building chatbots and even orbital data centers. Each of those is capital-hungry, and the AI piece is just one bet among many.
Nvidia does one thing, and does it better than anyone: it makes the chips that power nearly the entire AI industry. For an investor who specifically wants AI exposure, the focused leader beats the sprawling conglomerate. Spreading resources across so many frontiers can produce dazzling breakthroughs, but it also means no single one gets the company's undivided attention, and it forces SpaceX to keep raising and spending enormous amounts of capital.
The other side of the trade To be fair, SpaceX has optionality that Nvidia cannot match. Its Starlink connectivity opportunity alone is measured in the trillions, and if Starship and direct-to-cell deliver, the company could grow into its lofty price over time.
Nvidia is not risk-free either. It leans on a handful of huge customers, some of whom are designing their own chips, and the semiconductor business is cyclical. So this is not a case of one great stock and one bad one. It is a question of which offers the better risk-adjusted deal today.
After the pullback, Nvidia is the cleaner way to own artificial intelligence. You get the undisputed leader of the AI build-out, real and growing profits, a sensible valuation, deep liquidity, and a governance structure where your shares actually matter.
SpaceX is a fascinating company, but at more than 90 times sales, dominated by insiders, and spread across a dozen moonshots, it asks investors to pay a premium price for a diluted slice of the AI story. If I had to put new money into a single trillion-dollar AI stock right now, I would choose Nvidia and revisit SpaceX only if its price ever caught up to reality.
Viewer engagement has become a primary concern for investors.
*Stock prices used were the afternoon prices of July 23, 2026. The video was published on July 25, 2026.
Parkev Tatevosian, CFA has positions in Netflix. The Motley Fool has positions in and recommends Netflix. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool.
Expectations are low for Royal Caribbean (RCL +3.57%) heading into a critical financial update this week. The country's largest cruise line operator -- by market cap -- is expected to post a modest 6% increase in revenue when it reports its second-quarter results ahead of Tuesday's market open. The bottom line is expected to go the other way.
Royal Caribbean's own guidance three months ago braced investors for contracting margins. Overseas geopolitical tensions would weigh on some of its higher-yielding itineraries. Rising fuel costs are also an obvious headwind, but that's not the only expense percolating. Its guidance for the seasonally potent summertime quarter calls for a 4.9% to 5.4% increase in net cruise costs per available passenger cabin day, and that's excluding the fuel factor.
Image source: Getty Images.
The bottom line could be problematic. Royal Caribbean's guidance in late April called for adjusted earnings per share of $3.83 to $3.93 for the quarter it's reporting this week. Analyst per-share estimates are a bit more ambitious at $3.98 a share, and this follows a poorly received report from larger rival Carnival (CCL +4.20%) last month.
Carnival's fiscal year ends a month earlier than Royal Caribbean's, but the latter's second quarter still covers two of the three months that Carnival just reported. Carnival's top-line miss and weak bottom-line guidance hurt the stock. Royal Caribbean will need to buck the trend by offering a reasonable outlook. Don't be surprised if it does exactly that.
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Open waters Royal Caribbean's secret weapon -- the one thing that can prove naysayers wrong this week -- is that it is historically a superior operator than its rivals. Why do you think Royal Caribbean commands the larger market cap and enterprise value despite being a smaller company in terms of revenue and fleet size?
Royal Caribbean has earned its market premium. It has historically posted superior revenue growth and net margin. It was the first of the major ocean liners to return to profitability as well as resume paying quarterly dividends.
Royal Caribbean is cheap, trading for 17 times this year's earnings and less than 15 times next year's target. Carnival may command an even lower forward multiple, but it has also been a relative laggard over long stretches of time. This would be an ideal time to prove Royal Caribbean is worthy of that industry premium.
Rick Munarriz has positions in Royal Caribbean Cruises. The Motley Fool recommends Carnival Corp. The Motley Fool has a disclosure policy.
For years, people have been saying that Costco Wholesale's (COST +1.16%) stock price run-up meant they'd missed the boat. Yet the shares have continued to do well.
Over the last decade, through July 17, the shares gained 459.6%, nearly double the S&P 500 index's 244.7% appreciation. That shows how investing in well-performing companies over long periods can result in outperforming the market.
Will this patience continue to pay off for investors?
Image source: Getty Images.
A look at the business Costco's business seems simple. Yet it's been executing very well for a long time.
If you haven't been to a Costco warehouse, it fills huge spaces (147,000 square feet on average) with a variety of goods and services, often packaged in bulk sizes. While Costco has varied offerings, it focuses on a narrow number of high-quality products that it provides at low unit prices.
You have to pay an annual membership fee to enjoy the benefits, but people clearly feel the value outweighs the cost. Costco consistently has high retention rates and membership growth. Renewal rates were nearly 90% in the fiscal third quarter (ended May 10), consistent with previous quarters. And Costco ended the period with 82.9 million paid members, up from 82.1 million on Feb. 15.
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It continues to attract crowds, with same-store sales (comps) increasing 6.6% for the quarter, after removing gasoline sales and foreign-currency translation effects. Fortunately, Costco doesn't merely produce sales growth. It continues to grow profitability, with operating income leaping 11.3% year over year to $2.8 billion.
What to do The company's strong performance has fueled the stock price gain. That also means the shares trade at a more expensive valuation.
In the last 10 years, Costco's price-to-earnings (P/E) ratio has jumped from 37 to 47. The shares have a median P/E of 37 over this time. They also have a richer valuation than the S&P 500, which trades at a P/E multiple of 32.
That sounds discouraging, but it's important to remember that Costco has been growing sales and profits at a nice clip. Furthermore, the company still has expansion opportunities.
Management has been opening more than 20 warehouses annually for the last several years. It opened 16 locations during the first nine months of the fiscal year and plans to add another 13 in the final quarter.
While the stock's lofty valuation reflects the market's high growth expectation, Costco hasn't previously disappointed. Investors may see some short-term volatility, but for long-term investors, the shares remain an attractive opportunity.
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A $2 million portfolio can produce roughly $70,000 a year, or $200,000 a year, depending on how it is invested. That range is the entire story. The mistake most pre-retirees make is treating the higher number as free money, when the higher yield often signals the portfolio is quietly consuming itself to pay you.
With the 10-year Treasury yielding 4.6%, every dividend decision now competes against a risk-free floor that pays roughly roughly $92,000 a year on $2 million. Anything you hold above that yield needs to justify the extra risk. Here is what the math actually looks like across the three tiers a retiree faces.
The Conservative Tier: 3% to 4% Yield This is dividend-growth territory: broad consumer staples, healthcare, and industrials with multi-decade increase streaks. Capital required to generate $70,000 in income at a 3.5% yield is $2 million. At a 3% yield, closer to $2.33 million.
Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) currently yields around 2.1% at a share price of roughly $259, with a $5.36 annualized forward dividend and more than six decades of increases. Procter & Gamble (NYSE:PG) yields about 2.9% with 27+ years of unbroken quarterly increases. Coca-Cola (NYSE:KO) sits near 2.5%, with a $0.53 quarterly payment that has risen from $0.16 in 1999.
The tradeoff: you need the most capital. The reward: the principal grows, the income compounds, and inflation cannot easily catch you. JNJ has returned roughly 169% over ten years before dividends. KO returned about 145% over the same span.
The Moderate Tier: 5% to 7% Yield Net-lease REITs, preferred shares, high-dividend equity funds, and covered-call ETFs live here. $2 million at 5% produces $100,000 a year. At 7%, $140,000.
Realty Income (NYSE:O) yields 5.0% at around $65, paying $0.271 per month for an annualized $3.252. Q1 2026 AFFO per share came in near recent quarterly run rates, and the REIT has raised its dividend over a hundred consecutive quarters.
The tradeoff: distributions are largely taxed as ordinary income, growth rates are lower (O has moved from roughly $0.18 in 2014 to $0.271 today, a much shallower slope than JNJ), and the underlying business is rate-sensitive. Total return over ten years for O is about 53%, well below the equity compounders.
The Aggressive Tier: 8% to 14% Yield Leveraged covered-call funds, BDCs, mortgage REITs, and high-yield bond funds anchor this tier. $2 million at 10% generates $200,000. At 12%, closer to $240,000.
Altria (NYSE:MO) is the borderline case, yielding 5.6% at around $72. Its EPS of $4.69 comfortably covers the $4.20 dividend, but book value is negative $1.92 per share, cigarette volumes decline roughly 5% annually, and Marlboro retail share slipped 1.4 points. The dividend has grown, but slowly: $0.98 in early 2024 to $1.06 today.
True 10%+ yield vehicles carry the same warning at higher volume: distributions frequently include return of capital, principal erodes, and payouts get cut in downturns.
The Math Retirees Consistently Miss A 3.5% yield growing 8% annually doubles the income stream in about nine years. JNJ demonstrates this in real numbers: the quarterly dividend went from $0.54 in 2010 to $1.34 in 2026. A $2 million JNJ-like portfolio yielding 3.5% today throws off $70,000 now, but likely $140,000 in a decade with no additional capital.
A 12% yield with no growth pays $240,000 in year one and $240,000 in year ten, if the principal survives. Many do not. That is the $2 million mistake in one sentence: the retiree who chases the aggressive tier trades $70,000 of growing, inflation-proof income for $240,000 of flat, shrinking income.
Three Moves to Make Before Committing Capital Price your actual spending rather than your salary. Many retirees discover their post-tax, post-savings spending is 60% to 70% of gross income. Replacing $70,000 of spending requires far less capital than replacing a $120,000 salary. Compare 10-year total returns rather than headline yields. Line up a dividend-growth fund against a high-yield covered-call fund over a decade including distributions. The compounding gap usually settles the argument. Model taxes by tier before you buy. Qualified dividends from JNJ, PG, and KO are taxed at long-term capital gains rates. REIT distributions from Realty Income are largely ordinary income. Return-of-capital distributions from high-yield ETFs reduce cost basis and defer, but do not eliminate, taxation. Contact [email protected] for any questions or corrections.
You don't become one of the world's wealthiest hedge fund managers by making ill-advised investing decisions. And make no mistake about it: Israel "Izzy" Englander ranks among the world's wealthiest hedge fund managers, with a net worth of roughly $25.8 billion.
The billionaire increased his Millennium Management hedge fund's position in Bristol Myers Squibb (BMY +0.94%) by a whopping 780% in the first quarter of 2026. However, analysts aren't nearly as bullish about the pharma stock. Does Englander know something about Bristol Myers Squibb that Wall Street doesn't?
Image source: Getty Images.
What Englander probably likes about Bristol It's easy for investors to focus on Bristol Myers Squibb's looming patent cliff. The company's top-selling drug, blood thinner Eliquis, loses U.S. patent exclusivity in 2028. Sales are already sinking for several other products that have previously lost patent protection, including blood cancer drugs Revlimid and Pomalyst.
So what does Englander like about Bristol Myers Squibb? We can make an educated guess.
For one thing, the hedge fund manager probably appreciates that the drugmaker's growth portfolio now makes up more than half of its total revenue. Newer products such as cancer therapy Breyanza and heart failure drug Camzyos have especially strong momentum.
Englander likely views Bristol Myers Squibb's pipeline favorably as well. The company awaits U.S. Food and Drug Administration (FDA) approvals for iberdomide by Aug. 17, 2026, and for mezigdomide by May 13, 2027. Both drugs target relapsed or refractory multiple myeloma. Bristol Myers Squibb also expects to report results from numerous pivotal clinical trials over the next two years.
The billionaire almost certainly likes Bristol Myers Squibb's forward price-to-earnings ratio of 9.6. And while Englander doesn't usually focus on income, the big pharma company's juicy dividend is probably a plus for the stock in his eyes.
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Secret information? But does Englander know something about Bristol Myers Squibb that Wall Street doesn't? Probably not. All the information he likely used to decide to buy the pharma stock is also readily available to analysts.
It's important to note as well that Millennium Management is making a relatively small bet on Bristol Myers Squibb even after the Q1 purchase. Englander can easily afford to be wrong about the stock.
What the hedge fund manager may possess that Wall Street often doesn't, though, is the willingness to look beyond Bristol Myers Squibb's near-term patent cliff and focus instead on the longer-term picture. That's an advantage that retail investors have versus analysts, too.
Chip stocks have been plummeting lately as investors pocket high gains. It's been good for several years now, and between high spending and high valuations, there are fears about what happens next. Chip stocks often move in cycles, and if this is the end of a supercycle, investors don't want to lose out.
But not all chip stocks respond the same way to a sell-off, and some chip stocks have more long-term prospects than others. Some are also priced to buy, while others are priced for perfection.
Image source: Alphabet.
Nvidia, for example, isn't my favorite chip stock to buy right now. Although it continues to grow at fantastic rates, other chip stocks might be gaining ground. Nvidia also might have a ceiling on gains, since it's already valued at more than $5 trillion.
Instead, as chip stocks fall, I'd load up on Alphabet (GOOG +0.24%)(GOOGL +0.58%), Amazon (AMZN -0.70%), and Taiwan Semiconductor Manufacturing (TSM -2.98%). Here's why.
1. Alphabet Warren Buffett and Greg Abel have been piling into Alphabet stock, and the cloud and search powerhouse just plunged to its cheapest level in more than a decade. The market didn't like its artificial intelligence (AI) spend guidance for the year at $205 billion, topping even AI giant Amazon's $200 billion spend.
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That reaction completely ignored Alphabet's outstanding second-quarter performance and advances in AI. Revenue increased 24% year over year, with a whopping 82% increase in cloud revenue, while operating income was up 30%.
It has a cloud backlog of $514 billion, and 2.4 million people use its Antigravity agentic AI development platform. Some 90% of Fortune 100 companies use its Gemini Enterprise platform, and there's been a 40% increase in daily active users making video since the company upgraded the Gemini app in May. Alphabet deserves some credit for demonstrating these kinds of results, and some confidence that it can ramp up AI successfully.
One of the features I love about Alphabet, and that Buffett likely does, too, is its diversified revenue streams. It has a chip business with its Tensor Processing Units (TPU), but that's just a part of its AI business. And AI is just a part of its broader tech business, which includes a highly dominant search engine, YouTube, Android, and much more.
Trading at 16 times trailing 12-month earnings, it looks priced to buy.
2. Amazon I have a similar argument for Amazon. CEO Andy Jassy said that as a stand-alone business, its chip business has a $50 billion run rate and is one of the three largest chip businesses in the world. However, the market is worried about the company's spending and whether or not it's going to pay off, and Amazon stock is trailing the S&P 500 this year.
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However, signs are pointing to the spend paying off. The company is reporting excellent growth, and management says that it will take some time until it's monetizing its spend at rates that outpace its near-term investing. However, revenue is increasing at high rates -- 17% year over year in the second quarter, with a 28% increase in cloud revenue, the highest in 15 quarters.
Like Alphabet, Amazon has a wide array of revenue streams beyond chips and AI, like e-commerce and streaming. That protects it from volatility in AI or its chips business. And Amazon stock is also trading at a low price, 28 times trailing 12-month earnings, just off a 10-year low.
3. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (TSMC) makes the chips that its clients design, and it works with all of the top chip companies, including Nvidia, Alphabet, and Amazon. TSMC is demonstrating robust growth, including a 34% year-over-year sales increase in the second quarter, and profitability has been soaring; operating margin expanded from 49.6% to 60.3%.
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TSMC is also building out rapidly to meet rising demand. As all of its clients grow at breakneck speed, the company can barely keep up with them. It recently opened a U.S. location in Arizona, and it's heavily investing there, expecting to spend $265 billion on the campus. Management also raised its capital expenditure outlook for the year as it races to fill demand, and it doesn't anticipate any bottlenecks for the next few years.
Since TSMC works with many different clients and in a large range of technologies, it's not actually tied to the AI supercycle, even though that's what's driving growth right now. That gives the company healthy longevity prospects beyond current trends, which is why it's such a strong long-term choice.
However, the stock fell after its recent earnings report. While it's not at its cheapest levels, trading at a P/E ratio of 29, TSMC is worth some premium for its nearly fail-proof model.
Artificial intelligence (AI) is revolutionizing the software industry. AI is making it easier to develop software, while AI agents, digital workers that can autonomously perform tasks, might be the future for enterprises. It creates an uncertain future, but one with immense opportunities for Salesforce (CRM +4.29%) and ServiceNow (NOW +7.38%).
Salesforce is the king of customer relationship management (CRM) software, while ServiceNow dominates workflow automation in corporations. Each of these enterprise software giants is racing to reestablish its competitive footing in the market. Both have embraced agentic AI, bringing it to customers before they look for it elsewhere.
When it comes to choosing which of these AI-forward software-as-a-service (SaaS) stocks deserves your money right now, a clear winner stands out.
Image source: Getty Images.
ServiceNow's AI pivot is delivering results It wasn't long ago that ServiceNow was selling off almost every day as AI companies began showing how capable AI agents can be. ServiceNow's core business is workflow automation, software that makes repetitive tasks within companies, such as submitting an IT support ticket, easier and quicker. But those types of tasks are exactly what AI agents can do really well.
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ServiceNow quickly realized this and pivoted to building its business around AI. In a nutshell, ServiceNow wants to help customers deploy and manage AI agents. It can function like a control tower at an airport, directing which plane goes where and when. AI agents can operate without human intervention, so there needs to be some form of supervision, and ServiceNow's software already sits in its customers' critical IT areas.
Management is guiding for about $15.7 billion in subscription revenue this year, but believes it will grow to at least $30 billion by 2030. Additionally, it believes that AI will account for 30% of its annual contract value by then. The strong outlook hasn't saved the stock from the AI sell-off; shares are still nearly 60% below their high.
Salesforce's AI demise seems unlikely AI has become increasingly good at coding entire applications from prompts. As much as that has cast a shadow over Salesforce and other app companies, there's a big difference between coding a demo and managing it or fixing bugs. Salesforce is also one of the stickiest enterprise software products. It has become an ecosystem where companies can run their sales, marketing, customer service, and more.
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Like ServiceNow, Salesforce has aggressively rolled out agentic AI tools and features. For instance, Agentforce is rapidly growing. To date, its AI agents performed 3.8 billion discrete tasks as of the first quarter of fiscal year 2027 (ended April 30), and grew 111% from the prior quarter. One clear difference from ServiceNow is that Salesforce isn't growing nearly as fast. The company is guiding for 10% to 11% revenue growth this year, but that includes more than 4% from its recent acquisition of Informatica.
Once the post-acquisition benefits have faded, Salesforce might still only generate single-digit revenue growth. Wall Street's AI-fueled selling of software stocks has affected Salesforce, too. The stock currently sits about 57% off its high. Investors have remained cautious, likely because it's still too early to know how AI might evolve and impact these software companies even a few years from now.
Why Salesforce might be the better buy right now Investors should weigh both the opportunities and risks that AI technology presents to these companies. Paying a reasonable valuation for a stock is one of the best ways to protect your investment from the unknown.
ServiceNow is clearly growing much faster than Salesforce, but the stock is also far more expensive. Analysts estimate that ServiceNow will grow earnings by an average 24.6% annually over the long term. That's great, but it's less exciting for investors when you're paying more than 56 times earnings for shares. Suppose AI doesn't go the way ServiceNow hopes, and its growth slows? The stock could fall a long way from that valuation.
NOW PE Ratio data by YCharts
On the other hand, analysts see Salesforce growing earnings by an average of 16.1% annually moving forward. It's not nearly as fast, but the stock is a much better value at just over 18 times earnings. The fastest-growing company is not always the best investment. In this case, Salesforce is the better buy right now.
You shouldn't significantly increase your position in a high-yield dividend stock without considering several factors. For example, it's not wise to buy so much of any given stock that it negatively impacts your overall portfolio diversification. You also need to evaluate the chances of a dividend cut in the near future.
That said, some high-yield dividend stocks are strong candidates for additional capital. Here are three you won't regret doubling up on right now.
Image source: Getty Images.
1. Enterprise Products Partners Enterprise Products Partners (EPD -0.26%) is a midstream energy leader that certainly checks off the high-yield box. The master limited partnership (MLP) pays a distribution yield of roughly 5.8%. Is this distribution safe? I think so.
For one thing, Enterprise has increased its distributions for 27 consecutive years. This track record underscores management's ability to navigate turbulence, given that the period includes the financial crisis of 2007 through 2009 and the COVID pandemic.
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I also like Enterprise Products Partners' rock-solid balance sheet. It's no coincidence that the MLP has the highest credit rating in the midstream energy industry. Enterprise also has a very manageable debt leverage ratio of 3.2x.
Why load up on this pipeline stock now? The Iran war shows no signs of ending soon. Enterprise Products Partners' more than 50,000 miles of pipeline are critical in U.S. oil and gas exports, which should remain high as long as the conflict continues. Even if hostilities cease, the surging demand for natural gas driven by data centers should serve as a nice tailwind for Enterprise for years to come.
2. Enbridge I'd put Enbridge (ENB +0.82%) in the same category as Enterprise Products Partners. It's also a midstream leader. Enbridge's forward dividend yield stands at roughly 5%. And its dividend looks quite safe, in my opinion.
Enbridge has an even more impressive streak of dividend hikes than Enterprise, having raised its dividend for 31 consecutive years. Its returns have trounced the S&P 500's (^GSPC +0.05%) since the turn of the century.
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The company's pipelines transport around 30% of the crude oil produced in North America and 20% of the natural gas consumed in the U.S. The same tailwinds that are helping Enterprise Products Partners also benefit Enbridge.
Importantly, though, Enbridge isn't just a pipeline operator. Thanks to key acquisitions, the company is also the largest natural gas utility in North America by volume. This business gives Enbridge added stability, which makes doubling up on the stock less scary.
3. Ares Capital Not all of the good high-yield dividend stocks to buy right now are in the energy sector. Ares Capital (ARCC +0.91%) is the largest publicly traded business development company (BDC).
If you're looking for an especially juicy dividend, you might love Ares Capital. Its forward dividend yield tops 10.2%. Ordinarily, such a lofty yield would make me nervous. However, I think this BDC will be able to keep dividends flowing at least at the current level.
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Ares Capital has consistently maintained or grown its dividend for 16 consecutive years. Its core earnings per share continue to exceed the dividends paid. What I really like is that Ares Capital has around $988 million of spillover income -- undistributed income that could be used to supplement future dividend distributions.
What about the concerns that software and services make up 22% of Ares Capital's portfolio and that artificial intelligence (AI) could disrupt software companies? Ares Capital has engaged a reputable consulting firm to perform an independent review of its software exposure. This evaluation found that the BDC's AI-related risk is "relatively limited." Around 85% of Ares Capital's software portfolio had a low risk of AI disruption.
There's one other reason I think doubling up on Ares Capital now could pay off. Futures reflect a probability of up to 91% of an interest rate hike by the end of this year. Ares Capital would benefit from higher rates, which would boost its net investment income.
Cathie Wood has never been shy about picking sides. On July 22, 2026, appearing on Fox Business, the ARK Invest CEO made her position crystal clear: Tesla and SpaceX are her top AI stock choices, and she thinks the rest of the market is still underestimating both.
Wood’s reasoning is straightforward, even if the underlying technology is not. Tesla brings robotaxis, the Optimus humanoid robot program, and AI infrastructure to the table. SpaceX brings orbital data centers, advanced satellite networks, and what Wood described as the potential to become “the most important company in global history.” Together, she sees them as the twin engines of a technological transformation that makes most other investment theses look incremental by comparison.
ARK is putting serious money where its mouth is This is not purely a talking-head moment. ARK Invest backed its conviction with a significant capital commitment when SpaceX went public in June 2026, deploying approximately $530 million on the IPO debut day alone. Since then, ARK has continued buying, adding over $80 million in additional SpaceX shares through mid-July.
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Tesla has received similar treatment. After the stock dropped roughly 15% amid investor concerns about AI development timelines, ARK stepped in on July 24, 2026, purchasing approximately 160,000 shares worth around $50 million.
SpaceX itself has not been immune to broader market pressure. The stock traded as low as approximately $1.9 trillion in market cap terms amid recent volatility, representing a decline of roughly 38% from its peak. ARK kept buying through the drawdown.
Why Tesla and SpaceX qualify as AI plays The robotaxi business represents a genuine AI deployment at scale. Wood sees the same logic applying to Optimus: a humanoid robot that trains on real-world interaction data is, in effect, an AI model with legs.
SpaceX is a less obvious AI story on the surface, but Wood’s thesis centers on infrastructure. Orbital data centers, powered by satellite connectivity and operating outside traditional terrestrial constraints, could become critical backbone for AI computation as demand continues to scale. The Starlink network provides both the connectivity layer and a revenue stream that funds the more speculative bets.
Tesla has consistently represented roughly 8% to 10% of ARK’s flagship ARKK ETF, making it a core holding rather than a peripheral bet. SpaceX, post-IPO, has rapidly joined that tier of conviction.
What this means for investors watching the AI trade Wood’s broader implication is a thesis about where AI value accrues. The dominant market assumption has been that large language model developers and cloud hyperscalers capture most of the economic surplus from AI. Wood is making a different bet: that physical-world AI applications, specifically autonomous vehicles, humanoid robotics, and space-based infrastructure, represent the larger long-term opportunity.
ARK’s reduced commentary around crypto assets in its recent statements is also worth noting. The firm that once made Bitcoin a cornerstone of its innovation thesis appears to be reallocating attention toward public equities in AI and aerospace.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Centralized cryptocurrency exchange BitMart announced it has decided to gradually shut down its trading platform following an assessment of operating conditions, the market environment, and future strategy. This announcement marks another notable development in the centralized exchange sector, following the closure of BitMEX.
According to the schedule shared by BitMart, new user registrations, deposits, and new buy/sell orders were stopped as of July 26, 2026, at 04:30. All trading services on the exchange are planned to end on August 26, 2026, at 04:00. The platform is officially scheduled to close on January 31, 2027, at 18:59.
BitMart, which gained particular popularity among altcoin investors in 2021, at one point ranked among the top 10 cryptocurrency exchanges in the world in terms of daily trading volume. That same year, investment firms such as Fenbushi Capital and Hack VC invested in BitMart at a valuation of approximately $300 million.
However, at the end of 2021, the exchange faced a major security breach in which approximately $200 million worth of crypto assets were stolen. Following that attack, it was claimed that the company experienced various operational and financial difficulties.
The closure announcement also created strong selling pressure on BitMart’s native token, BMX. The price of BMX lost approximately 63 percent of its value in the last 24 hours.
This chart shows the decline in the value of BitMart’s native token, BMX, over the past 24 hours. *This is not investment advice.
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Key Takeaways SHIB price climbed 36% to reach $0.0000057 on Sunday, boosting market capitalization by approximately $1 billion The rally occurred without any significant project announcement or fundamental catalyst Trading on South Korea’s Upbit exchange (SHIB/KRW pair) represented more than 10% of worldwide volume A dormant whale wallet reactivated after six months, deploying $125,000 to acquire 30 billion SHIB tokens Token burn activity exploded by more than 3,200% within 24 hours, contracting available supply Shiba Inu experienced a dramatic 36% price increase on Sunday, rocketing from under $0.0000042 to peak at $0.0000058. This represents SHIB’s strongest price level in more than two months.
Shiba Inu (SHIB) Price The meme token’s market capitalization currently sits at approximately $3.4 billion, with daily trading volumes reaching roughly $380 million. This performance pushes SHIB back into the top 30 digital assets by market cap.
This surge occurred during an otherwise uneventful weekend when most cryptocurrency markets traded sideways. Dogecoin increased only 6% during the same timeframe. PEPE posted a 9% gain while DOGE added 5.5%, indicating SHIB’s dramatic movement wasn’t part of a wider memecoin trend.
The price advance unfolded in two separate phases. An initial surge occurred late Saturday night, followed by approximately nine hours of consolidation. The second upward leg developed throughout Sunday’s Asian trading hours.
Korean Exchange Activity Dominates Trading Upbit, South Korea’s leading cryptocurrency exchange, saw its SHIB/KRW trading pair become the largest individual market globally. The pair processed approximately $62 million in volume — representing over 10% of total SHIB trading worldwide. Price quotes on this pair also displayed a modest premium relative to Binance and other USD-based platforms.
South Korean market participants have a documented history of fueling volatile price movements in speculative tokens. The two-phase rally structure aligns perfectly with this established pattern.
Traders holding short positions suffered significant losses throughout the rally. Approximately $6 million in SHIB and 1000SHIB futures contracts were liquidated across roughly 2,300 individual traders, with about $5 million stemming from bearish positions.
Major Holder Emerges From Six-Month Dormancy A notable on-chain development involved the reactivation of a substantial SHIB holder’s wallet that had remained dormant for over half a year. This address deployed $125,000 to accumulate more than 30 billion SHIB tokens.
While a single transaction of this magnitude cannot independently generate a 36% price surge, it often serves as a confidence signal that attracts additional market participants.
SHIB’s token burn rate simultaneously exploded by over 3,200% during the previous 24 hours, while weekly burns increased 500%. Reducing circulating token supply typically functions as a bullish supply-side indicator.
Exchange reserve data from CryptoQuant revealed that SHIB balances held on centralized platforms have been declining in recent weeks, indicating tokens are being withdrawn into self-custody wallets.
SHIB previously encountered resistance at $0.0000067 in May, which led to a pullback toward $0.000004 — representing a multi-year support level at that juncture.
The project debuted in August 2020 as an Ethereum-based token created by an anonymous founder using the pseudonym Ryoshi. The ecosystem has expanded to include Shibarium, a layer-2 scaling solution, along with additional supporting tokens.
