Amgen roste díky léku Repatha, jehož tržby ve 2. čtvrtletí vzrostly o 37 % na 953 milionů USD. Cramer říká, že může jít o obrovský kardiovaskulární trh.
Jim Cramer is flagging an Amgen drug that Wall Street has largely ignored, and he thinks the cardiovascular opportunity behind it could rival the most valuable pharmaceutical market ever created.
Jim Cramer used his August 31 CNBC Stop Trading segment to argue that Amgen (NASDAQ:AMGN | AMGN Price Prediction) has rallied in 2026 due to a catalyst Wall Street had overlooked:
“People are talking about the incredible movement in Amgen, which is up about 31% this year. And a lot of it has to do with a particular drug that people aren’t talking about, which is Repatha.“
Amgen recently pushed to a new 52-week high of $447.03, and the company has a market cap of roughly $233 billion.
Cramer Says Repatha Is the Catalyst Investors Are Missing Jim Cramer described Repatha as “A shot that you take every other week, and what it does is reduce the risk of death by 20% in people who have high risk for a heart attack or stroke.” Cramer also said the drug “works against diabetes and high cholesterol.”
Cramer noted how cardiologists are increasingly pushing LDL cholesterol as low as possible, an evolving practice pattern that, in his view, expands the pool of patients who could be candidates for intensified lipid-lowering therapy over time. He paired that with a commercial caveat: “This Repatha is so revolutionary, but it was hard. You had to fight the insurance companies.” Efficacy and reimbursement are separate issues, and payer resistance can gate the revenue ramp-up.
Repatha Sales Jumped 37% to $953 Million On Amgen’s Q2 2026 earnings call held August 4, CEO Robert A. Bradway said, “Starting with general medicine, Repatha delivered $953 million in second-quarter sales, growing 37% year over year.” Management flagged that U.S. new-to-brand prescriptions are growing more than 50% year over year, split roughly evenly between expanded cardiologist use and adoption by primary-care physicians treating high-risk primary-prevention patients.
Repatha is one of six growth drivers that grew 26% in aggregate and represented nearly 70% of second-quarter product sales. Amgen raised full-year guidance to $38.2-$39.4 billion in revenue and non-GAAP EPS of $22.30 to $23.50. On August 31, Amgen published fresh cardiovascular data from the ESC Congress 2026 tied to Repatha’s primary-prevention profile, the same day Cramer’s segment aired.
Why Cramer Is Comparing the Opportunity to Eli Lilly Cramer said Repatha could be the biggest opportunity behind what Eli Lilly (NYSE:LLY) is targeting with its GLP-1: “That’s going to be the biggest market of all time, with the exception of what Eli Lilly has tapped into.” On August 27, in the Am I Diversified segment, Cramer called Lilly “the trillion dollar drug company that I like so much.”
Lilly carries a market cap around $1.05 trillion and trades at a forward P/E of 32, versus Amgen’s forward P/E of 19. Lilly shares are up 9.83% year to date after a 6.44% pullback in the past week.
Key Takeaways Repatha is becoming a big piece of Amgen’s story. With quarterly sales approaching $1 billion and growing 37% annually, the drug is becoming a meaningful growth engine for the company. Cramer argues that investors may still be underestimating how large that cardiovascular opportunity can become.
Contact [email protected] for any questions or corrections.
MercadoLibre dál zvyšuje investice do logistiky a Mercado Pago, i když to tlačí marži dolů a trh to akcii trestá. Firma zároveň hlásí 84 milionů nových aktivních kupujících a 82 milionů fintech uživatelů.
MercadoLibre's (MELI +1.75%) stock price recently closed above $1,950, still roughly 26% below its 52-week high, and the pattern this year has been almost comic: The company reports record revenue and beats estimates, but the stock drops.
In May, MercadoLibre posted its fastest revenue growth in four years, and the stock fell 12.7% the next day. In August, it crossed $10 billion in quarterly revenue for the first time and beat on both lines, but shares dropped as much as 9% before settling down by about 4.5%. Thirty consecutive quarters of 30% or better growth ... and the market keeps flinching.
Image source: Getty Images.
The reason is always the same: Operating margin compressed to 6.7% from 12.2% a year earlier, and profit declined for a third straight quarter. Analysts wince every time management signals more spending on logistics and Mercado Pago.
What the spending actually buys Here's where I part ways with that reaction. CFO Martin de los Santos told analysts directly that slowing investment to lift near-term margins would be easy, and the company was choosing not to. "We are not optimizing for short-term margin," he said. "We will continue to invest boldly in those initiatives."
The money goes to specific places:
Free and fast shipping in Brazil, where MercadoLibre lowered the free shipping threshold to defend its largest market. Expansion of the Mercado Pago credit card. First-party inventory selection. Cross-border trade. A logistics and credit build-out concentrated in Brazil. User acquisition in its expanding Mexico market. The results show up in engagement rather than earnings. The company added roughly 84 million active buyers and 82 million fintech users.
The accounting piece most people miss Two-thirds of the margin compression comes from a mechanical quirk rather than deteriorating economics. MercadoLibre's credit book is growing at 87% year over year, faster than revenue. Because the company provisions for the full expected loss on a loan at issuance, faster credit growth depresses margins before those loans ever become profitable.
Think about what that means: Every dollar of new lending shows up as a cost today and revenue over the following quarters. A company growing its loan book at 87% will always look less profitable than one growing it at 10%, even if the underlying credit performs identically.
Premium Feature
Moneyball Superscore
85/100
Today's Change
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The ecosystem argument makes this ticker a buy Mercado Pago started as a payment tool for the marketplace. It now offers digital wallets, QR code payments, credit services, and financial tools to people who may never have had a bank account. Mercado Envios handles warehousing, shipping, and last-mile delivery through distribution hubs across Latin America.
Neither piece works as well alone. The marketplace generates the transaction data that enables underwriting. The credit product raises purchase frequency. The logistics network makes delivery promises credible enough to compete with global entrants. That is a genuine flywheel, and building it requires exactly the spending that the market is punishing.
Why the punishment creates the opportunity Valuation has compressed while the business has expanded. The ratio of forward enterprise value to revenue fell from 3.8 in March 2025 to 2.1; the ratio of enterprise value to EBITDA (earnings before interest, taxes, depreciation, and amortization) moved from around 23.7 to 21.4. You are paying meaningfully less per dollar of revenue than you were 18 months ago for a company growing revenue by 50%.
I think the real risk here isn't the spending itself, it's the credit quality of a loan book that's growing this quickly. That's the part I'm watching most closely. Assuming credit losses remain manageable and the company continues to grow without taking on excessive risk, I think the market may be overreacting to current concerns.
Essentially, this is a company being punished for doing the exact thing that helped build the business in the first place: growing aggressively and expanding its lending business.
Clear Harbor Asset Management ve 2. čtvrtletí získala nový podíl ve společnosti Abbott Laboratories za zhruba 4,89 milionu USD. Abbott zároveň ve 2. čtvrtletí oznámila EPS 1,31 USD a tržby 12,59 miliardy USD, obojí nad odhady.
Clear Harbor Asset Management LLC bought a new stake in Abbott Laboratories (NYSE:ABT – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 53,874 shares of the healthcare product maker’s stock, valued at approximately $4,889,000.
A number of other large investors have also recently made changes to their positions in the company. Bank of Nova Scotia bought a new position in Abbott Laboratories during the 2nd quarter valued at about $44,214,000. Vista Investment Management purchased a new position in shares of Abbott Laboratories during the second quarter valued at approximately $615,000. Elevation Point Wealth Partners LLC bought a new position in shares of Abbott Laboratories during the second quarter valued at approximately $4,642,000. Daiichi Life Insurance Co. Ltd. purchased a new stake in shares of Abbott Laboratories in the second quarter worth approximately $9,027,000. Finally, Foyston Gordon & Payne Inc bought a new stake in shares of Abbott Laboratories during the 2nd quarter worth approximately $1,107,000. 75.18% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes Several equities analysts have commented on ABT shares. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $130.00 price objective on shares of Abbott Laboratories in a research report on Friday, July 17th. Citigroup boosted their target price on shares of Abbott Laboratories from $108.00 to $112.00 and gave the company a “buy” rating in a research note on Friday, July 17th. UBS Group reduced their price target on shares of Abbott Laboratories from $135.00 to $125.00 and set a “buy” rating on the stock in a research note on Tuesday, July 28th. JPMorgan Chase & Co. lifted their price objective on shares of Abbott Laboratories from $110.00 to $120.00 and gave the company an “overweight” rating in a report on Friday, July 17th. Finally, The Goldman Sachs Group lowered their price objective on shares of Abbott Laboratories from $121.00 to $113.00 and set a “buy” rating for the company in a research report on Wednesday, May 27th. Three analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat.com, Abbott Laboratories currently has an average rating of “Moderate Buy” and a consensus price target of $119.50.
Check Out Our Latest Analysis on Abbott Laboratories Abbott Laboratories Stock Performance Shares of NYSE:ABT opened at $110.48 on Tuesday. The company has a market capitalization of $191.17 billion, a price-to-earnings ratio of 35.75, a price-to-earnings-growth ratio of 2.18 and a beta of 0.59. Abbott Laboratories has a 52 week low of $81.97 and a 52 week high of $137.49. The company has a quick ratio of 0.97, a current ratio of 1.38 and a debt-to-equity ratio of 0.57. The firm has a 50 day moving average of $103.06 and a 200 day moving average of $100.13.
Abbott Laboratories (NYSE:ABT – Get Free Report) last announced its quarterly earnings results on Thursday, July 16th. The healthcare product maker reported $1.31 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.28 by $0.03. The business had revenue of $12.59 billion for the quarter, compared to the consensus estimate of $12.52 billion. Abbott Laboratories had a return on equity of 17.69% and a net margin of 11.65%.The business’s revenue was up 13.0% compared to the same quarter last year. During the same period last year, the business posted $1.26 EPS. Abbott Laboratories has set its Q3 2026 guidance at 1.380-1.46 EPS and its FY 2026 guidance at 5.450-5.60 EPS. On average, sell-side analysts predict that Abbott Laboratories will post 5.52 earnings per share for the current fiscal year.
Abbott Laboratories Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Wednesday, July 15th were given a dividend of $0.63 per share. This represents a $2.52 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend was Wednesday, July 15th. Abbott Laboratories’s dividend payout ratio is presently 81.55%.
Abbott Laboratories Profile (Free Report)
Abbott Laboratories is a global healthcare company headquartered in Abbott Park, Illinois, that develops, manufactures and markets a broad portfolio of medical products and services. Founded in 1888, Abbott operates through multiple business areas that focus on diagnostics, medical devices, nutritionals and established pharmaceuticals. The company supplies hospitals, clinics, laboratories, retailers and direct-to-consumer channels with products intended to diagnose, treat and manage a wide range of health conditions.
In diagnostics, Abbott provides laboratory and point-of-care testing platforms and assays used to detect infectious diseases, chronic conditions and biomarkers; its Alinity family of instruments and rapid-test solutions are examples of this capability.
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U.S. stocks traded lower this morning, with the Dow Jones index falling more than 300 points on Tuesday.
Following the market opening Tuesday, the Dow traded down 0.58% to 52,876.43 while the NASDAQ dipped 1.40% to 26,001.27. The S&P 500 also fell, dropping, 0.68% to 7,633.51.
Leading and Lagging Sectors
Health care shares jumped by 1.7% on Tuesday.
In trading on Tuesday, consumer discretionary stocks fell by 1.7%.
Top Headline
Medtronic PLC (NYSE:MDT) shares gained around 5% on Tuesday after the company reported better-than-expected first-quarter financial results and raised its FY27 adjusted EPS guidance.
Medtronic reported quarterly earnings of $1.45 per share which beat the analyst consensus estimate of $1.39 per share. The company reported quarterly sales of $9.756 billion which beat the analyst consensus estimate of $9.545 billion.
Trending
Also, the company announced a $700 million strategic partnership with Cornerstone Robotics to expand global access to its Sentire Surgical System in select non-U.S. markets.
Equities Trading UP
bioAffinity Technologies Inc (NASDAQ:BIAF) shares shot up 66% to $7.59 after the company announced that it is advancing the potential application of its CyPath Lung Test. Shares of Fly-E Group Inc (NASDAQ:FLYE) got a boost, surging 45% to $1.99. Wetour Robotics Ltd (NASDAQ:WETO) shares were also up, gaining 50% to $8.21 after the company announced it released a development demonstration of Orchestra combining surface electromyography with first-person vision to capture richer human-hand data for robot learning. Equities Trading DOWN
Alumis Inc (NASDAQ:ALMS) shares dropped 50% to $10.86 after the company disclosed topline results from Envudeucitinib Phase 2b trial in Systemic Lupus Erythematosus (SLE). Shares of KALA BIO Inc (NASDAQ:KALA) were down 19% to $0.54. Kala Bio and Virotek announced a Letter of Intent to establish an exclusive U.S. distribution partnership for ophthalmology genetic testing program. Nocera Inc (NASDAQ:NCRA) was down, falling 21% to $2.23. Commodities
In commodity news, oil traded up 2.9% to $88.20 while gold traded down 2.3% at $4,376.60.
Silver traded down 3.2% to $64.875 on Tuesday, while copper fell 1.6% to $6.5795.
Euro zone
European shares were lower today. The eurozone’s STOXX 600 slipped 0.5%, while Spain’s IBEX 35 Index fell 0.7%, London’s FTSE 100 fell 0.6%, Germany’s DAX dipped 0.9%, while France’s CAC 40 fell 0.3%.
Asia Pacific Markets
Asian markets closed lower on Tuesday, with Japan’s Nikkei 225 falling 0.15%, Hong Kong’s Hang Seng index declining 0.93%, China’s Shanghai Composite declining 0.16% and India’s BSE Sensex falling 0.02%.
Economics
The US Logistics Managers’ Index declined for a second straight month to a reading of 66.6 in August from 68.9 in the previous month.
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KRE nabízí diverzifikaci mezi zhruba 140 regionálními bankami, ale jeho dividendový výnos i dlouhodobý výnos zaostávají za JPMorgan, U.S. Bancorp a Morgan Stanley. Tyto tři tituly mají vyšší nebo rychleji rostoucí dividendy i silnější výsledky.
KRE bundles roughly 140 regional banks into one tidy package, but that diversification comes at a quiet cost to dividend growth and total return that most income investors never stop to measure.
The SPDR S&P Regional Banking ETF (NYSEARCA:KRE) is the default way retail investors bet on America’s regional banks. KRE’s equal-weighted structure spreads roughly $4.7 billion in assets across community and mid-size lenders, giving holders a diversified line into Main Street lending, deposit franchises, and the eventual payoff from steeper yield curves. That is a defensible thesis. But if the reason you own KRE is dividend income backed by durable bank earnings, the ETF’s payout profile and total-return record look weaker once you place it next to a short list of individual bank stocks that have quietly done the heavier lifting.
Why KRE Attracts Income Investors KRE distributes quarterly and has paid out $1.59949 per share over the trailing twelve months, with an annualized forward figure of $1.666924. At a recent price of $73.66, that pencils out to a forward yield in the low 2% range. The fund is also up 15.96% year to date and 16.14% over one year. The pitch writes itself: bank sector rebound, a real yield, and ~140 names of diversification.
Where the ETF Falls Short Equal weighting is the problem hiding in plain sight. KRE’s top positions include names like Amerant Bancorp, Ameris Bancorp, Atlantic Union Bankshares, and Bank OZK, each roughly 1% to 1.4% of the fund. That construction dilutes exposure to the highest-quality franchises and tilts the basket toward smaller banks with more commercial real estate concentration and thinner net interest margins. It shows in the returns: KRE has returned just 27.35% over five years and 123.16% over ten. The dividend itself is lumpy, with quarterly amounts ranging from roughly $0.36 to $0.42 in recent periods rather than growing on a steady schedule.
JPMorgan: The Compounder KRE Cannot Match JPMorgan Chase (NYSE:JPM | JPM Price Prediction) posted a Q2 2026 ROTCE of 23% on EPS of $7.70 and revenue of $57.35 billion, with a new $50 billion buyback authorized on July 1, 2026. The quarterly dividend has climbed from $1.00 in 2023 to $1.50 today, a 50% raise in three years that KRE has not come close to matching. JPM has returned 148.66% over five years and 589.08% over ten. If your goal is a growing dividend backed by a fortress balance sheet, JPMorgan does what the ETF advertises but better (we ranked ten long-streak dividend growers by valuation in a free Dividend Kings report for readers who want more names in this vein).
U.S. Bancorp: A Higher Current Yield With Room to Grow The income case is even more direct for U.S. Bancorp (NYSE:USB). Its $0.52 quarterly payout annualizes to $2.08, which at $61.62 works out to a yield above 3%, meaningfully higher than KRE’s forward payout. Q2 2026 delivered ROTCE of 18.7%, EPS growth of 22% YoY, and a 13 basis point NIM expansion to 2.79%. Management guided to 7% to 9% revenue growth for 2026 and telegraphed another ~4% dividend increase in Q3 2026. USB is up 33.45% over one year.
Morgan Stanley: Fee Income Instead of Rate Risk Morgan Stanley (NYSE:MS) trades the interest-rate sensitivity that hurts regional banks for wealth and investment banking fees. Q2 2026 brought record revenue of $21.35 billion, EPS of $3.46, and ROTCE of 26.6%, with Wealth Management adding $148 billion in net new assets. The dividend jumped to $1.15 per quarter in July, up from $0.35 in 2020. The stock has returned 782.37% over ten years against KRE’s 123%.
Tradeoffs You Are Accepting Swapping KRE for these three names concentrates you in money-center and super-regional franchises. You give up pure-play exposure to the ~140-name regional basket that would benefit most if smaller banks re-rate on falling short rates or M&A activity. You also take on single-stock risk: one legal settlement or trading loss hits harder than it would inside an index. In a taxable account, selling KRE could realize gains after this year’s 15.96% run, so consider redirecting new contributions rather than liquidating outright.
Making the Call If you own KRE for thematic regional-bank exposure, keep it. If you own it for income and total return from bank earnings, a roughly equal split across JPM, USB, and MS delivers a comparable or higher current yield, a demonstrably faster-growing dividend, and higher-quality earnings power. KRE works as a diversified sector vehicle, yet three specific stocks inside and adjacent to the sector have simply done the job better on income and total return.
Contact [email protected] for any questions or corrections.
TLDR Ethena launched Ethena Pay, a consumer finance app combining stablecoin savings, card spending, transfers, and fiat onramps. The app offers a 6% dollar savings rate and 5% cashback on eligible card purchases. ENA rose about 9% after the announcement, outperforming a broadly flat crypto market. Ethena selected Avalanche as the exclusive settlement network for payments, transfers, and money movement on the app. Ethena Pay supports dollar, pound, and euro onramps, local currencies, and fiat IBANs linked to self-custodial stablecoin accounts. Ethena has launched Ethena Pay, a consumer finance app that brings stablecoin savings, payments, transfers, and fiat access into one platform. The product expands Ethena beyond its yield-focused dollar products and gives users a way to manage digital dollars.
The app went live on Apple’s App Store on Tuesday. Ethena said the service offers a 6% dollar savings rate and 5% cashback on card purchases. ENA, the protocol’s native token, rose about 9% after the announcement while the wider crypto market stayed flat.
Ethena Expands Beyond USDe Savings Ethena Pay connects savings with daily spending. Users can hold funds, earn rewards, make card purchases, and transfer money without moving assets between several platforms. The app supports free dollar, pound, and euro onramps. It adds local currency access and international bank account numbers linked to self-custodial stablecoin accounts. These features make stablecoins easier to use for financial needs.
Ethena has expanded its product range during 2026. The protocol previously focused on USDe, a synthetic dollar token with $4 billion in circulation. Its yield model relied mainly on crypto basis trades. Ethena Pay also includes a feature called “Buy Now Pay Never.” The system uses rewards earned on savings to cover purchases while leaving the user’s main balance untouched.
This setup links the app’s savings and payments functions. A user can keep funds in one account, earn returns, and use those rewards for spending without transferring money elsewhere. Earlier this year, Ethena introduced a savings product with Coinbase. That agreement gave Ethena another distribution channel through a crypto exchange with more than 100 million users.
Avalanche Handles Ethena Pay Settlement Ethena selected Avalanche as the exclusive settlement network for Ethena Pay. Avalanche will process transfers, payments, money movement, and settlement across the app. The choice expands Ethena’s infrastructure beyond the Ethereum-focused systems that supported its earlier growth. Avalanche will now serve as the core network behind the consumer finance product.
Ethena has limited initial access to 400 users. The project plans to add more users each week as it moves the app out of beta during September. The launch gives Ethena a consumer product combining stablecoin savings with payment tools. The company is positioning Ethena Pay as an “internet money neobank” built around digital dollars and self-custodial accounts.
Beacon Pointe Advisors ve 2. čtvrtletí získala nový podíl v Reliance za zhruba 521 000 USD. Reliance zároveň oznámila zisk na akcii 6,27 USD a tržby 4,63 miliardy USD, obojí nad odhady.
Beacon Pointe Advisors LLC acquired a new stake in Reliance, Inc. (NYSE:RS – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,394 shares of the industrial products company’s stock, valued at approximately $521,000.
Other institutional investors have also recently added to or reduced their stakes in the company. Livforsakringsbolaget Skandia Omsesidigt bought a new position in shares of Reliance during the second quarter valued at $187,000. Twin Lakes Capital Management LLC bought a new stake in shares of Reliance in the second quarter worth $614,000. Empowered Funds LLC acquired a new stake in Reliance in the second quarter valued at $10,107,000. United Capital Financial Advisors LLC bought a new position in Reliance during the 2nd quarter worth $690,000. Finally, Dearborn Partners LLC bought a new position in Reliance during the 2nd quarter worth $9,014,000. 79.26% of the stock is owned by institutional investors.
Reliance Stock Down 1.0% Shares of NYSE:RS opened at $383.76 on Tuesday. The company has a current ratio of 4.30, a quick ratio of 2.27 and a debt-to-equity ratio of 0.22. Reliance, Inc. has a 12-month low of $260.31 and a 12-month high of $433.02. The stock’s 50-day moving average price is $396.85 and its 200-day moving average price is $362.52. The stock has a market capitalization of $19.59 billion, a P/E ratio of 22.31, a price-to-earnings-growth ratio of 1.00 and a beta of 0.96.
Reliance (NYSE:RS – Get Free Report) last posted its earnings results on Wednesday, July 22nd. The industrial products company reported $6.27 earnings per share for the quarter, topping analysts’ consensus estimates of $5.47 by $0.80. The company had revenue of $4.63 billion during the quarter, compared to analyst estimates of $4.26 billion. Reliance had a net margin of 5.65% and a return on equity of 12.51%. Reliance’s revenue for the quarter was up 26.5% on a year-over-year basis. During the same period in the prior year, the business posted $4.43 earnings per share. Reliance has set its Q3 2026 guidance at 6.400-6.600 EPS. On average, equities analysts anticipate that Reliance, Inc. will post 22.23 earnings per share for the current year. Reliance Dividend Announcement The company also recently disclosed a quarterly dividend, which was paid on Friday, August 28th. Investors of record on Friday, August 14th were issued a $1.25 dividend. This represents a $5.00 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, August 14th. Reliance’s payout ratio is presently 29.07%.
Insider Buying and Selling at Reliance In related news, SVP William A. Smith II sold 2,353 shares of the stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $414.21, for a total transaction of $974,636.13. Following the transaction, the senior vice president owned 19,394 shares in the company, valued at $8,033,188.74. This represents a 10.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Arthur Ajemyan sold 2,200 shares of the stock in a transaction that occurred on Friday, July 31st. The stock was sold at an average price of $410.11, for a total transaction of $902,242.00. Following the completion of the transaction, the chief financial officer owned 14,640 shares in the company, valued at $6,004,010.40. This trade represents a 13.06% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.40% of the stock is owned by insiders.
Analysts Set New Price Targets Several equities research analysts have recently weighed in on RS shares. Zacks Research raised Reliance from a “hold” rating to a “strong-buy” rating in a research note on Monday, August 3rd. KeyCorp increased their price objective on shares of Reliance from $378.00 to $418.00 and gave the stock an “overweight” rating in a research report on Wednesday, June 24th. BMO Capital Markets boosted their price target on shares of Reliance from $390.00 to $415.00 and gave the company a “market perform” rating in a research note on Monday, July 27th. Citigroup restated a “neutral” rating on shares of Reliance in a report on Wednesday, July 29th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Reliance from $378.00 to $376.00 and set a “neutral” rating for the company in a research note on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Reliance presently has an average rating of “Hold” and a consensus target price of $377.50.
Get Our Latest Report on RS
Reliance Profile (Free Report)
Reliance Steel & Aluminum Co (NYSE: RS) is a leading metals service center company that distributes and processes a broad array of metal products. The company offers cut-to-length, shearing, blanking, sawing, bending, machining and value-added services for carbon and alloy steel, stainless steel, aluminum, brass, titanium and specialty metal alloys. Its products serve diverse end markets, including energy, infrastructure, general manufacturing, transportation, aerospace and defense.
Founded in 1939 in Los Angeles, Reliance Steel & Aluminum has grown through a combination of organic expansion and strategic acquisitions.
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Stryker oznámil první úspěšný chirurgický výkon, artroskopii kyčle, s aplikací SportSuite Vision na Apple Vision Pro. FDA ji schválila pro intraoperační použití při operacích kyčle.
SportSuite Vision brings spatial computing into the operating room, providing surgeons access to critical clinical information
Stryker announced the successful completion of the first surgical procedure, a hip arthroscopy, using SportSuite Vision on Apple Vision Pro at a leading academic medical center. Stryker received FDA De Novo authorization for the first surgical application for intraoperative use with Apple Vision Pro, SportSuite Vision. SportSuite Vision brings arthroscopic video, HipCheck, HipMap and CT imaging into a customizable spatial computing environment, helping surgeons access critical clinical information within one ergonomic field of view and streamline operating room workflows. , /PRNewswire/ -- Stryker (NYSE: SYK), a global leader in medical technologies, announced today that the first surgical procedure using SportSuite Vision on Apple Vision Pro was successfully completed at Duke Health. SportSuite Vision received FDA De Novo authorization on July 17, making it the first application authorized by the FDA for intraoperative use with Apple Vision Pro and marking a new milestone for spatial computing in the operating room.
Stryker SportSuite Vision on Apple Vision Pro SportSuite Vision brings critical digital content into a surgeon's visual space, allowing them to see physical objects in the OR alongside digital tools such as arthroscopic images, HipCheck, HipMap and CT imaging. During arthroscopic procedures, surgeons often rely on multiple displays positioned throughout the OR to access visualization and procedural data. By bringing multiple data sources into the surgeon's field of view, the technology can reduce reliance on traditional monitors and support a more streamlined, ergonomic surgical workflow.
"SportSuite Vision marks a new chapter in digital surgery, giving surgeons a more intuitive and ergonomic way to access critical information when and where they need it," said Matt Moreau, vice president and general manager of Stryker's Sports Medicine business. "By bringing multiple streams of clinical information into a spatial computing environment, we're transforming how surgeons interact with technology during a complex procedure and moving closer to a truly connected digital operating room."
Chad Mather III, M.D., M.B.A.*, an orthopedic surgeon at Duke Health who performed the first hip arthroscopy case using SportSuite Vision on Apple Vision Pro, said, "Using spatial computing enabled me to customize the placement of key clinical information to fit my workflow and access it within the sterile field. This helped create a more comfortable, streamlined OR setup while keeping the information I needed in view."
For more information about SportSuite Vision, visit https://www.stryker.com/us/en/sports-medicine/products/sportsuite-vision.html
About Stryker
Stryker is a global leader in medical technologies and, together with our customers, we are driven to make healthcare better. We offer innovative products and services in MedSurg, Neurotechnology and Orthopaedics that help improve patient and healthcare outcomes. Alongside our customers around the world, we impact more than 150 million patients annually. More information is available at www.stryker.com.
SportSuite Vision Software is indicated for the intraoperative display of arthroscopic video and medical imaging during femoroacetabular impingement and labral repair hip arthroscopy procedures, and the display of the same information as presented by the HipCheck software and HipMap FAI Analysis. When using the device, surgical tasks are performed through a video see-through augmented reality head mounted display. Virtual images from video see-through augmented reality shall be used by the surgeon in conjunction with the use of traditional monitors by other operating room staff.
Bunge oznámila dohodu o prodeji svých dvou cukrovarnických závodů v Brazílii společnosti COFCO International. Závody se nacházejí v obcích Junqueirópolis a Guararapes ve státě São Paulo. Uzavření transakce čeká na běžné podmínky včetně potřebných regulatorních schválení.
Bunge Global SA (NYSE: BG) announced today an agreement to sell its two sugarcane mills located in the municipalities of Junqueirópolis and Guararapes, in the state of São Paulo, Brazil, to COFCO International. The Rio Vermelho and Nova Unialco mills were formerly owned by Viterra and became part of Bunge upon the close of the business combination in July 2025.
The completion of the transaction is subject to customary closing conditions, including the receipt of the necessary regulatory approvals.
“As Bunge focuses on our strategic priorities and positions the business for long-term growth, this transaction is the right step forward. We are grateful to the sugar mills team for their dedication and contributions to the company,” said Julio Garros, Bunge’s Chief Operating Officer.
About Bunge
At Bunge (NYSE: BG), our purpose is to connect farmers to consumers to deliver essential food, feed and fuel to the world. As a premier agribusiness solutions provider, our dedicated employees partner with farmers across the globe to move agricultural commodities from where they’re grown to where they’re needed—in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland and its corporate headquarters in St. Louis, Missouri. Learn more at Bunge.com.
Website Information
We routinely post important information for investors on our website, www.bunge.com, in the “Investors” section. We may use this website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investors section of our website, in addition to following our press releases, SEC filings, public conference calls, presentations and webcasts. The information contained on, or that may be accessed through, our website is not incorporated by reference into, and is not a part of, this document.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260901393486/en/
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Alexandria Real Estate Equities vyhlásila čtvrtletní dividendu 0,72 USD na akcii za 3. čtvrtletí 2026, stejně jako v předchozím čtvrtletí. Výnos činí 5,6 %.
, /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE) today announced that its Board of Directors declared a quarterly cash dividend of $0.72 per common share for the third quarter of 2026. The dividend is payable on October 15, 2026 to stockholders of record on September 30, 2026.
The declared dividend of $0.72 per common share is consistent with that of the preceding quarter and provides a competitive yield on its common stock of 5.6%, based on the closing stock price on August 28, 2026. Additionally, the company's dividend payout ratio (quarterly common stock dividends divided by quarterly funds from operations) remains conservative at 42% for the three months ended June 30, 2026.
About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus™ ecosystems in AAA life science innovation and advanced technology cluster locations, including Greater Boston, San Diego, the San Francisco Bay Area, Seattle, Maryland, Research Triangle, and New York City. For more information, please visit www.are.com.
This press release includes "forward-looking statements" within the meaning of the federal securities laws. Actual results might differ materially from those projected in the forward-looking statements. Additional information concerning factors that could cause actual results to differ materially from those in the forward-looking statements is contained in the company's Annual Report on Form 10-K and other periodic reports filed with the Securities and Exchange Commission.
CrowdStrike uvedl, že ARR u AIDR se ve 2. fiskálním čtvrtletí roku 2027 téměř ztrojnásobil mezikvartálně díky silnější poptávce po AI bezpečnosti. Produkt se prodává samostatně a využívá stejný Falcon agent.
Key Takeaways AIDR ARR nearly tripled sequentially in Q2 fiscal 2027 as demand for AI security strengthened.AIDR adds revenue beyond EDR, using CrowdStrike's existing Falcon agent for easier deployment.Token-based pricing and Falcon Flex could create recurring and usage-based revenue opportunities. CrowdStrike’s (CRWD - Free Report) AI Detection and Response (AIDR) business is gaining traction as enterprises increase their use of artificial intelligence. AIDR’s ending annual recurring revenues (ARR) nearly tripled sequentially in the second quarter of fiscal 2027, on the back of stronger-than-expected demand as customers sought better visibility and control over their AI usage.
AIDR could become an important growth driver because it is a separate and incremental product rather than a replacement for CrowdStrike’s core endpoint detection and response (EDR) offering. Management said AIDR is priced separately, allowing the company to generate additional revenues from its existing customer base. At the same time, AIDR uses the same Falcon agent that customers already have, which reduces the need to deploy another security agent.
Growing enterprise AI adoption is creating a need for these capabilities. Companies are deploying more AI applications and agents, which increases the risk of data leakage, misuse and unauthorized access. CrowdStrike said a large bank adopted AIDR in an eight-figure Falcon Flex deal to gain AI usage visibility and prevent data exfiltration. The company also said AIDR was adopted alongside identity products as customers worked to secure AI deployments.
CrowdStrike is using a token-based pricing model for AIDR. Customers receive a defined amount of token usage based on the size of their environment and can purchase additional token packs when usage rises. AIDR can be consumed through Falcon Flex, giving customers a simpler way to expand their usage as AI adoption increases. This model could give CrowdStrike an additional source of recurring and usage-based revenues over time.
AIDR's nearly threefold sequential ARR growth shows strong early momentum, but more time will be needed to determine how large the business can become. For now, the rapid adoption, separate pricing model, easy deployment and growing need to secure AI agents suggest that AIDR could become an important contributor to CrowdStrike’s future growth.
How Competitors Fare Against CRWDCompetitors like Palo Alto Networks (PANW - Free Report) and SentinelOne (S - Free Report) are also gaining ground through platform expansion and AI innovation.
In the third quarter of fiscal 2026, Palo Alto Networks saw robust growth in its Next-Gen Security ARR, which increased 60% year over year. The growth was driven by increased customer adoption of PANW’s advanced cybersecurity offerings, including its AI-driven XSIAM platform, SASE and software firewalls.
Though comparatively a small competitor, SentinelOne posted second-quarter fiscal 2027 year-over-year growth of 22% in its ARR. The growth was fueled by the rising adoption of SentinelOne’s AI-first Singularity platform and Purple AI.
CRWD’s Price Performance, Valuation and EstimatesShares of CrowdStrike have jumped 95.9% in the year-to-date period compared with the Zacks Security industry’s return of 83.3%.
CRWD YTD Price Return Performance
Image Source: Zacks Investment Research
From a valuation standpoint, CrowdStrike trades at a forward price-to-sales ratio of 32.97, significantly higher than the industry’s average of 18.51. The Zacks Value Score of F also suggests that CRWD stock is overvalued.
CRWD Forward 12-Month P/S Ratio
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for CrowdStrike’s fiscal 2027 and 2028 earnings indicates year-over-year growth of 33.3% and 26.9%, respectively. The estimates for fiscal 2027 have been revised up by a penny over the past seven days, while the same for fiscal 2028 have remained unchanged over the past 30 days.
Image Source: Zacks Investment Research
CrowdStrike currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Benjamin Edwards Inc. ve 2. čtvrtletí zvýšila svůj podíl ve West Pharmaceutical Services o 47,8 % na 5 322 akcií. Firma zároveň oznámila EPS 2,37 USD a tržby 872,30 mil. USD.
Benjamin Edwards Inc. grew its stake in West Pharmaceutical Services, Inc. (NYSE:WST – Free Report) by 47.8% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 5,322 shares of the medical instruments supplier’s stock after buying an additional 1,720 shares during the period. Benjamin Edwards Inc.’s holdings in West Pharmaceutical Services were worth $1,911,000 at the end of the most recent quarter.
Other hedge funds have also recently made changes to their positions in the company. Greenleaf Trust grew its holdings in West Pharmaceutical Services by 4.1% during the second quarter. Greenleaf Trust now owns 843 shares of the medical instruments supplier’s stock worth $303,000 after acquiring an additional 33 shares during the period. Wealth Alliance LLC raised its position in West Pharmaceutical Services by 3.8% during the first quarter. Wealth Alliance LLC now owns 945 shares of the medical instruments supplier’s stock worth $237,000 after acquiring an additional 35 shares during the period. IFM Investors Pty Ltd lifted its stake in West Pharmaceutical Services by 0.3% in the 1st quarter. IFM Investors Pty Ltd now owns 13,773 shares of the medical instruments supplier’s stock valued at $3,452,000 after buying an additional 43 shares in the last quarter. Compound Planning Inc. lifted its position in shares of West Pharmaceutical Services by 3.6% in the first quarter. Compound Planning Inc. now owns 1,224 shares of the medical instruments supplier’s stock valued at $307,000 after acquiring an additional 43 shares in the last quarter. Finally, Aptus Capital Advisors LLC boosted its stake in West Pharmaceutical Services by 5.5% during the 4th quarter. Aptus Capital Advisors LLC now owns 905 shares of the medical instruments supplier’s stock worth $249,000 after purchasing an additional 47 shares during the last quarter. 93.90% of the stock is owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades WST has been the topic of several recent research reports. Evercore restated an “outperform” rating and set a $425.00 target price on shares of West Pharmaceutical Services in a report on Monday, July 27th. BNP Paribas Exane initiated coverage on West Pharmaceutical Services in a report on Monday, July 13th. They set an “outperform” rating and a $447.00 price target for the company. TD Cowen reissued a “buy” rating on shares of West Pharmaceutical Services in a research report on Wednesday, July 15th. Zacks Research lowered shares of West Pharmaceutical Services from a “strong-buy” rating to a “hold” rating in a report on Wednesday, August 12th. Finally, Stephens reaffirmed an “overweight” rating and issued a $360.00 target price on shares of West Pharmaceutical Services in a research report on Tuesday, June 2nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $368.08.
Get Our Latest Stock Analysis on West Pharmaceutical Services West Pharmaceutical Services Trading Up 1.2% NYSE:WST opened at $341.43 on Tuesday. The stock’s 50 day moving average price is $350.79 and its 200 day moving average price is $304.68. The company has a market capitalization of $24.03 billion, a PE ratio of 43.72, a P/E/G ratio of 2.36 and a beta of 1.15. West Pharmaceutical Services, Inc. has a 52-week low of $223.83 and a 52-week high of $386.00. The company has a quick ratio of 2.12, a current ratio of 2.82 and a debt-to-equity ratio of 0.07.
West Pharmaceutical Services (NYSE:WST – Get Free Report) last issued its quarterly earnings results on Thursday, July 23rd. The medical instruments supplier reported $2.37 earnings per share for the quarter, topping analysts’ consensus estimates of $2.08 by $0.29. West Pharmaceutical Services had a net margin of 16.98% and a return on equity of 20.11%. The firm had revenue of $872.30 million during the quarter, compared to analysts’ expectations of $839.98 million. During the same quarter in the prior year, the business earned $1.84 EPS. West Pharmaceutical Services’s quarterly revenue was up 13.8% compared to the same quarter last year. West Pharmaceutical Services has set its Q3 2026 guidance at 2.140-2.240 EPS and its FY 2026 guidance at 8.850-9.050 EPS. On average, research analysts anticipate that West Pharmaceutical Services, Inc. will post 8.93 EPS for the current year.
West Pharmaceutical Services Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, August 5th. Investors of record on Wednesday, July 29th were paid a $0.22 dividend. This represents a $0.88 dividend on an annualized basis and a yield of 0.3%. The ex-dividend date of this dividend was Wednesday, July 29th. West Pharmaceutical Services’s dividend payout ratio is presently 11.27%.
(Free Report)
West Pharmaceutical Services, Inc is a global developer and manufacturer of components, systems and services that enable the containment and delivery of injectable drugs. The company focuses on high-quality packaging and delivery solutions for the pharmaceutical and biotech industries, producing primary drug packaging components and specialized drug delivery devices used for vaccines, biologics and other injectable therapies. West is known for its elastomeric closures, seals and polymer components that maintain sterility and compatibility with sensitive drug formulations.
In addition to component manufacturing, West provides engineered delivery systems and support services across the product lifecycle.
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Robinhood Markets HOOD shares rose in premarket trading on Tuesday after Morgan Stanley upgraded the online trading platform to Overweight from Equal-weight and raised its price target to $150 from $124.
The upgrade came even as broader cryptocurrency-related stocks declined, with Coinbase and Strategy trading lower in premarket activity.
Morgan Stanley said Robinhood’s expanding product lineup, stronger customer engagement and growing asset-based revenues could support further growth.
The bank also raised its earnings estimates for the company through 2028.
Robinhood shares gained about 1.4% in premarket trading, while the stock remained down about 7% since the start of the year.
Morgan Stanley’s new $150 price target represents roughly 43% upside from Monday’s closing price. FactSet data showed an average analyst target of nearly $126.
Analysts led by Michael Cyprys said Robinhood’s broader product capabilities are improving the economics of its existing customer base.
“We see increasing evidence that broader product capabilities are improving the economics of HOOD’s installed customer base,” Cyprys wrote.
The bank raised its earnings-per-share estimates for the next three years by 12%, 14% and 15%, respectively.
Morgan Stanley highlighted Robinhood’s ability to generate more revenue from its existing customer base rather than relying primarily on growth in funded accounts.
The company now has 13 business lines generating more than $100 million in annualized revenue, according to the bank.
Prediction markets were identified as a major growth opportunity for Robinhood.
Event contract revenue increased to $156 million in the second quarter from $10 million a year earlier, surpassing revenue generated from equities and cryptocurrency trading.
Morgan Stanley said fewer than 2 million prediction-market users generated the $156 million in second-quarter revenue, highlighting the potential for further customer engagement.
The bank also pointed to Robinhood’s expanding range of products, including retirement accounts, credit cards, advisory services, banking, gold and trust offerings. These products could encourage customers to hold more assets on the platform.
Higher trading activity is another factor supporting the upgrade. Robinhood has introduced features including short selling, futures and desktop trading, which Morgan Stanley said have helped active traders use the platform more frequently.
The analysts noted that the company’s assets per customer had increased 23% year over year, while Gold users held about 4.2 times the average customer’s assets under custody.
Morgan Stanley also sees greater monetization opportunities as Robinhood expands further into market infrastructure.
The company has begun routing prediction-market event contracts through its affiliate exchange, Rothera, giving it more control over the related value chain.
“Notably, our revisions come despite lower crypto forecasts,” the analysts wrote, adding that the upside is increasingly driven by active trading, prediction markets and asset-based revenues.
Morgan Stanley expects Robinhood's revenue to grow at a 23% compound annual growth rate through 2028, reaching $8 billion, about 6% above consensus estimates.
The bank also expects expense discipline to increase EBITDA margins to 53% from 48%.
Potential catalysts include the Sept. 29-30 HOOD Summit, Rothera, perpetual futures, and agentic trading.
The bank’s $150 target is based on a 25-times multiple of its 2031 probability-weighted earnings.
With Morgan Stanley's new target implying 43% upside, HOOD is likely to stay on the radar of investors evaluating online trading platforms.
Rocket Lab's stock has shed more than half its value from its peak while analysts pile on buy ratings and one major bank sees the price doubling. Something has to give, and the answer hinges on a rocket that has…
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Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) currently trades at $63.92 against a consensus analyst price target of $112.94, implying roughly 77% upside if Wall Street’s average call proves right.
Rocket Lab operates the Electron rocket, the Neutron medium-lift vehicle in development, and a fast-expanding space-systems business. Backlog and revenue are climbing at record pace, yet the stock has been sliding in the opposite direction, creating an interesting disconnect.
KeyBanc carries the Street-high target at $135.00, implying roughly 111% upside from current levels.
Growth Story, Sinking Share Price Rocket Lab’s chart and P&L tell different stories. Shares are down 6.39% over the past week, 8.37% year to date, and sit far below the 52-week high of $151, a peak-to-current drawdown exceeding 57% for a stock with a beta of 2.629.
Q2 revenue of $234.07 million beat consensus of $230.94 million and grew 62.0% year over year, but GAAP EPS of -$0.08 missed the -$0.0767 estimate due to $8.576 million acquisition costs. An $1.53 billion ATM raise in the first half, a narrowing Neutron launch window, and integration risk from Mynaric, Motiv, and Iridium explain market caution.
Why Analysts Remain Bullish The sell side has not blinked. Alpha Vantage shows 3 Strong Buy, 11 Buy, 4 Hold, and 0 Sell ratings, and recent EPS revisions for 2026 and 2027 have skewed upward over the trailing 30 days. Backlog jumped 137% year over year to $2.36 billion, with management booking more than $1 billion in new Q3 contracts.
KeyBanc’s Michael Leshock upgraded to Overweight with the $135.00 target, citing Rocket Lab as the clear No. 2 challenger to SpaceX in commercial launch, high conviction in Neutron scaling, structural undersupply of global launch capacity as Starship absorbs Starlink demand, and a growing defense book anchored by the $397 million Flatellite award for the U.S. Space Force SB-AMTI program.
Management targets Q4 2026 pad delivery for Neutron, but CEO Peter Beck warned that “the window for an end-of-year launch is narrowing.” CFO Adam Spice added that meaningful cash-flow improvement likely follows Neutron’s test flight by 18 to 24 months, framing this as a 2027 story.
Space Peers in the Same Storm AST SpaceMobile (NASDAQ:ASTS) trades at $59.10, down 18.63% year to date, with consensus target at $78.48 for roughly 33% upside and a 1 Strong Buy, 3 Buy, 7 Hold, 1 Sell, 1 Strong Sell split markedly more cautious than RKLB’s.
Planet Labs (NYSE:PL) has held roughly flat year to date at $19.85, but the $40.10 consensus target implies about 102% upside. Ratings run 1 Strong Buy, 6 Buy, 3 Hold, 1 Sell, with analysts pointing to 42% revenue growth and an $816 million backlog.
Intuitive Machines (NASDAQ:LUNR) sits at $15.36 versus a $29.25 target, roughly 90% upside, with 7 Buy, 1 Hold, and 1 Strong Sell.
Planet Labs shows the largest implied upside, but RKLB is the highest-quality name with the cleanest ratings distribution, making KeyBanc’s $135 target stand out even in a discounted peer set.
By the Numbers With shares at $63.92 and a consensus target of $112.94 across 18 analysts, implied upside is roughly 77%, with KeyBanc’s Street-high target stretching that to about 111%. Rocket Lab is down 8.37% year to date while the S&P 500 has climbed 12.48%, a roughly 21-point relative gap.
Ratings breakdown:
Strong Buy: 3 Buy: 11 Hold: 4 Sell / Strong Sell: 0 Rocket Lab trades at 53x trailing sales with a beta of 2.629, so target-price math assumes the growth curve compounds.
Bull and Bear Case for RKLB The bull case rests on Neutron reaching the pad in Q4 2026, flying successfully in early 2027, and Iridium closing on schedule to add recurring communications revenue atop a backlog that grew 137% year over year. If those pieces land, KeyBanc’s $135 target becomes defensible and the current price would reflect a discount window on a genuine SpaceX alternative.
The bear case builds if Neutron slips, the ATM machine keeps running, and integration friction from three simultaneous acquisitions turns 2027 into cleanup rather than scaling. At 53x sales with persistent GAAP losses, a delayed first flight would justify further multiple compression.
The bull thesis is intact, backlog is real, and analyst posture skews positive, though risk/reward only gets easy once Neutron actually flies. The first launch window remains the key catalyst to watch.
Contact [email protected] for any questions or corrections.
Hashdex’s Nasdaq CME Crypto Index ETF (NCIQ) has expanded its portfolio to nine assets with the addition of Hyperliquid’s HYPE token, according to a Tuesday press release. The move brings one of the largest decentralized trading platforms into a diversified crypto investment product.
HYPE was added to the NCIQ effective Tuesday after qualifying for inclusion in the Nasdaq CME Crypto Index. The index requires constituent assets to meet criteria covering market capitalization, liquidity, custody availability and regulatory standards for crypto exchange-traded products.
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With HYPE now included, the Nasdaq CME Crypto Index comprises Bitcoin, Ethereum, Solana, XRP, Hyperliquid, Stellar, Cardano, Chainlink and Bitcoin Cash. The composition gives NCIQ exposure to a wide range of crypto networks and use cases.
NCIQ began trading in February 2025 with only Bitcoin and Ether. Hashdex has since expanded the portfolio through successive index reconstitutions, adding assets as they meet the index’s rules.
Commenting on the addition of HYPE, Hashdex CIO Samir Kerbage said NCIQ’s decision shows how the fund can adapt as the crypto market develops, giving investors systematic exposure to emerging ecosystems rather than requiring them to chase individual narratives.
“When we launched NCIQ in February 2025 with two assets, the whole point was that the portfolio would expand as the market matured. And that’s exactly what’s happening,” Kerbage stated. “Hyperliquid’s innovative approach to decentralized trading, combined with recent regulatory advances, has made its ecosystem an increasingly important part of crypto and financial markets — and HYPE’s inclusion in NCIQ reflects that maturity.”
HYPE has surged nearly 230% this year to around $83, outperforming many major crypto assets. Hyperliquid is meanwhile in talks with Kraken parent Payward over a potential US offering of selected perpetual futures through CFTC-regulated Bitnomial.
Disclosure: This article was edited by Vivian Nguyen. For more information on how we create and review content, see our Editorial Policy.
Silhouette spustila na mainnetu RFQ obchodování s tokenizovanými akciemi xStocks na Hyperliquidu. Každý podporovaný xStock tak má od prvního dne vlastní místo pro obchodování i bez order booku.
Through Silhouette’s RFQ, every supported xStock gets an execution venue from day one, even those without their own order books.
Silhouette, the universal block trading layer for Hyperliquid, today announced that its RFQ system is live on mainnet, launching with tokenized equities from xStocks – Payward’s tokenized equity framework – opening new opportunities for the asset class through its demand layer.
Now, traders request a quote on any supported xStock, receive competing quotes from onboarded market makers, and settle the winning trade onchain, at any hour and at size.
“Tokenized stocks keep arriving onchain, and most of them have nowhere to trade. Silhouette’s RFQ is the demand layer: market makers compete for every trade, settlement is onchain, and the assets that prove real flow graduate to their own HyperCore markets. Launching with xStocks means starting with the issuer that brought this asset class to Hyperliquid,” said Chandler De Kock, Founder of Silhouette.
An order book is how an asset with proven demand trades. When launched before that proof exists, books sit thin and risk becoming dead markets, and the promised growth of the asset class stalls with them.
Demand for a traditional asset at a broker does not automatically carry over to its tokenized version onchain; converting it takes tooling and a cost structure trading firms recognise. Silhouette’s RFQ does that conversion cheaply, asset by asset.
The launch comes as tokenized equities accelerate across the industry, with issuers converging on the most active onchain markets. On Hyperliquid, the two layers now work as one pipeline: Silhouette discovers demand, and HyperCore’s order books host the assets that prove it.
“Access to real markets shouldn’t stop when a broker’s desk closes for the night. Every tokenized equity we’ve brought onchain has been waiting for a venue that treats it like a real asset, not an experiment. Silhouette’s RFQ is that venue, and it’s the clearest signal yet that this asset class is ready to trade the way the rest of finance already does.” said Val Gui, General Manager at xStocks.
About Silhouette
Silhouette is the universal block trading layer for Hyperliquid. It separates trader identity, size and direction from execution to ensure traders can avoid the common problems of front-running, fading or copying public transactions. By adding this layer, Silhouette enables institutions to trade without moving the book. The result is better pricing and cleaner execution for the users and teams that move markets. Backed by Polychain Capital and RockawayX. silhouette.exchange
About xStocks
xStocks is the industry benchmark for tokenized real world assets, bringing publicly listed equities and other assets onchain through fully collateralized, 1:1-backed tokens. Powered by Payward’s digital asset infrastructure, xStocks places traditional assets on blockchain rails, expanding access to global capital markets with extended availability, global reach, and digital-native settlement. Starting with tokenized US equities, xStocks now spans markets across the US, Europe and Asia.
Designed for interoperability, xStocks move seamlessly between centralized exchanges, self-custodied wallets, and onchain applications, unlocking new utility across trading, collateralization, and decentralized finance. Since launching in June 2025, xStocks has grown to power billions of dollars in transaction volume across multiple blockchain ecosystems, anchoring a rapidly expanding global network shaping the future of tokenized markets.
World Liberty Financial a UltraYield spustily nový výnosový vault pro USD1, který spravuje Edge Capital a cílí na tržně neutrální výnosy bez směrového rizika. Objem USD1 v oběhu už přesáhl 4 miliardy USD.
USD1 Vault Goes Live With Institutional StrategyWorld Liberty Financial and UltraYield have joined forces to launch a new yield vault built around USD1, World Liberty Financial's dollar-pegged stablecoin, as the base asset. The vault is managed by Edge Capital and targets market-neutral returns across crypto markets, insulating investors from directional price risk.
USD1 is 100% backed by short-term US government treasuries, US dollar deposits, and other cash equivalents, with custody handled by BitGo. The stablecoin has surpassed $4 billion in circulation since its launch in March 2025, reflecting growing institutional appetite for the asset.
How the Strategy WorksThe vault employs basis trading and funding rate capture, operating across a mix of traditional finance, centralised finance, and decentralised finance venues. According to UltraYield, execution runs across three platforms: Binance, Bybit, and Hyperliquid. This multi-venue approach is designed to harvest persistent yield from funding rate differentials and price dislocations without taking on naked directional exposure.
The strategy is a market-neutral macro approach utilising DeFi protocols, with a core focus on market-making while hedged for directional risk, combined with opportunistic trades including funding rate basis trades, cross-chain arbitrage, and inverse funding rate trades.
Edge Capital is a crypto hedge fund and liquidity provider to early-stage protocols, with DeFi and CeFi trading expertise and a market-neutral approach, managing capital for institutional investors and leading crypto foundations since 2020. The firm currently oversees around $300 million in assets under management, according to UltraYield.
The pairing of a regulated, treasury-backed stablecoin with a market-neutral institutional strategy signals a broader push to bring structured yield products to DeFi, one that bridges the gap between traditional finance discipline and on-chain capital markets.
Sources:
World Liberty Financial: USD1 Launch Announcement (BusinessWire)
World Liberty Financial Launches USD1 on Canton Network (CFOtech)
Edge Capital Background (CoinDesk)
Strategy označila návrh MSCI na test způsobilosti pro zařazení do indexů za záminku k vyloučení firem s bitcoinovou treasury strategií a vyzvala k jeho stažení. Firma tvrdí, že její klasifikace „operating“ a „non-operating“ nemá oporu v US GAAP ani IFRS.
Strategy Inc. (NASDAQ:MSTR) on Monday called MSCI’s proposed index eligibility test a pretext to exclude Bitcoin treasury companies Tuesday, urging the index provider to withdraw it entirely.
What Strategy Is Actually Arguing?Strategy published a formal response to MSCI’s consultation, signed by Executive Chairman Michael Saylor and CEO Phong Le, calling the proposed non-operating company screen a repackaged version of MSCI’s own withdrawn 2025 proposal.
The language changed but the outcome is the same: digital asset treasury companies get excluded.
Strategy’s core objection is that MSCI’s “operating” and “non-operating” classifications have no basis in US GAAP, IFRS, or any recognized legal framework.
The company reports its Bitcoin (CRYPTO: BTC) treasury operations as a separate operating segment under US GAAP, consistent with discussions with SEC staff, and argues it does not trigger four of MSCI’s five flags as a result.
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Bitcoin-related expenses exceed 5% of total assets, and Bitcoin fair-value changes appear as operating expenses rather than non-operating asset changes.
Beyond the accounting argument, Strategy warned that injecting MSCI’s own policy judgments into index construction creates fiduciary concerns for institutions tracking its benchmarks and raises questions under EU benchmark rules and IOSCO transparency principles.
Who Gets Hit by the ProposalAs Benzinga reported in August, MSCI’s test flags companies whose core business assets fall below 50% of total assets, then applies five financial ratio screens. Failing four of the five results in index exclusion.
When MSCI ran simulations against May 2026 data, Strategy and Metaplanet (OTC:MTPLF) failed outright while SharpLink Gaming (NASDAQ:SBET) landed on a watchlist.
Strategy alone represents roughly 87% of the float-adjusted market value affected across the six identified companies.
Funds tracking MSCI’s Global Investable Market Indexes currently hold just 3.1% of Strategy’s basic shares outstanding, limiting the direct impact on the company. However, Strategy sees the precedent as a much bigger concern than the immediate effect.
What’s the Timeline for MSCI’s Decision?Where MSTR Stands Technically?MSTR pulls back to $129 in premarket Tuesday after closing up 4.42% at $132.94 Monday, easing off the $135 to $137 resistance zone that capped the prior rally.
The 100-day EMA at $122.83 is the nearest support on this dip, with a push back through $135 confirming continuation toward $150.
BlackRock znovu podpořil Bitcoin jako diverzifikátor portfolia: 2% alokace v modelu 60/40 zvýšila historický výnos na 11,8 % a Sharpe ratio na 0,96. Riziko přitom vzrostlo jen mírně.
BlackRock, the world’s largest asset manager, has reaffirmed Bitcoin’s role as a portfolio diversifier following a significant market correction. The firm published new research analyzing how Bitcoin’s volatility and risk-return profile affect diversified portfolios after Bitcoin’s value fell approximately 50% from its October 2025 high.
In its report, BlackRock evaluated the performance of traditional 60/40 equity and bond portfolios both with and without a Bitcoin allocation. Over a rolling 10-year period ending May 29, 2026, the classic 60/40 portfolio delivered an annualized return of 9.9% and annualized volatility of 10.1%. Adding 1% Bitcoin increased the annualized return to 10.9% and volatility to 10.3%. A 2% allocation raised the return to 11.8% with volatility at 10.6%.
The analysis indicated that a 2% Bitcoin allocation improved the Sharpe ratio from 0.81 to 0.96, while portfolio drawdown only changed marginally from -20.3% to -20.9%. BlackRock highlighted that the incremental risk from Bitcoin was modest compared to the return enhancement, challenging concerns around Bitcoin’s high standalone volatility.
Portfolio AllocationAnnualized ReturnAnnualized VolatilitySharpe RatioMaximum Drawdown60/40 (no BTC)9.9%10.1%0.81-20.3%60/39/1 (w/ 1% BTC)10.9%10.3%0.90-20.7%60/38/2 (w/ 2% BTC)11.8%10.6%0.96-20.9%BlackRock explained that Bitcoin’s risk and return traits are structurally different from other assets, stemming from its fixed supply and decentralized nature. These features, according to the research, cause Bitcoin’s correlations with traditional asset classes to be episodic rather than persistent.
Rationale behind the 1–2% allocation rangeBlackRock’s latest research echoes earlier findings, identifying a 1–2% allocation as a balanced range for investors capable of handling Bitcoin’s risk. The firm noted that at these levels, Bitcoin’s share of total portfolio risk is similar to that of a single mega-cap tech stock within a standard allocation. Exceeding 2% may increase risk disproportionately relative to return.
The improved Sharpe ratio with 1–2% Bitcoin suggests that the historical reward justified the additional volatility. Nevertheless, BlackRock clarified that these figures do not set 1–2% as an optimal or recommended exposure. Appropriate levels should be based on individual investment goals, liquidity needs, and risk preferences, rather than a single rule.
In BlackRock’s analysis, a small Bitcoin allocation enhanced historical returns without importing excessive risk, even after accounting for sharp market declines.
Institutional adoption and IBIT’s growthBlackRock’s practical experience also shapes its perspective. In January 2024, the company launched the iShares Bitcoin Trust (IBIT), an exchange-traded product providing spot Bitcoin exposure. Within one year, IBIT grew to over $50 billion in assets, making it the largest-ever ETF launch by that metric and reaching the milestone five times faster than the previous record holder.
By 2025, IBIT became BlackRock’s top revenue-generating ETF, standing out in a lineup of more than a thousand products. The fund now holds around 775,000 BTC, representing more than 60% of the Bitcoin managed within U.S. spot Bitcoin ETFs. In total, U.S. spot Bitcoin ETFs control about 1.25 million BTC, nearly 6% of Bitcoin’s fixed 21 million supply.
Mini dictionary: IBIT, the iShares Bitcoin Trust, is BlackRock’s spot Bitcoin ETF in the US, providing institutional and retail investors a regulated vehicle to gain direct exposure to Bitcoin’s price movements via traditional brokerage platforms.
Resilience of the investment thesis through volatilityBlackRock’s update comes as Bitcoin recovers from a steep drawdown attributed to deleveraging and weakening demand from institutional buyers and companies. Despite these headwinds, the firm described this downturn as a positioning correction rather than a structural weakness in Bitcoin’s investment proposition.
The report pointed to Bitcoin’s limited supply, global liquidity, and lack of sovereign control as qualities that could become increasingly relevant for long-term investors, especially given ongoing monetary and geopolitical uncertainties. However, BlackRock emphasized that neither past performance nor IBIT’s growth guarantee future results or recommend specific allocation targets.
Bitcoin is no longer evaluated solely as an unconventional asset but is increasingly reviewed with the rigorous standards of capital allocation applied across global portfolios, including risk contribution, correlation, drawdown, and expected return.
Guidance for corporate treasurers and boardsFor corporate treasurers, board members, and executives, BlackRock’s analysis may represent a shift in perspective. The research showed that even a small allocation could meaningfully affect historical returns without causing a similar surge in portfolio risk.
Rather than debating whether to fully embrace Bitcoin or avoid it, the firm suggests that disciplined, incremental exposures can be effectively managed as part of broader capital allocation strategies. Companies are encouraged to carefully define investment goals, assess risk tolerance, and periodically review underlying assumptions as conditions evolve.
Ripple se spojil se SettleMint, aby bankám v Asii a Tichomoří zjednodušil custody a tokenizaci digitálních aktiv. Zároveň XRP ETF zaznamenaly kumulativní čisté přílivy ve výši zhruba 1,8 miliardy USD.
Ripple teamed up with SettleMint Tuesday to simplify digital asset custody and tokenization for banks across Asia Pacific, as XRP (CRYPTO: XRP) ETF inflows hit $1.8 billion.
What the Ripple and SettleMint Partnership CoversAccording to a joint press release Tuesday, the partnership connects Ripple Custody with SettleMint’s Digital Asset Lifecycle Platform, giving banks and fintechs one system to issue, manage, and operate tokenized assets from start to finish.
Previously, institutions had to piece together separate vendors for custody, issuance, compliance, and servicing. Now all of that runs through a single integrated solution.
“This partnership gives them the foundation to roll out digital assets and future-proof them from there,” said Fiona Murray, Ripple’s Managing Director for Asia Pacific.
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The two companies have already started offering the combined solution in Asia and plan to expand to other markets as demand grows.
The partnership arrives as a Boston Consulting Group report from May 2026 projected tokenized real-world assets could reach $88 trillion by 2035, warning that banks failing to adapt face a potential 30% profit reduction over the same period.
Why XRP ETF Flows Are Drawing AttentionBloomberg ETF analyst James Seyffart posted on X Tuesday that XRP ETF flows have been “surprisingly resilient,” with money mostly moving in one direction since launch and cumulative net inflows now sitting at approximately $1.8 billion.
He called the performance particularly impressive given XRP’s price action over the same stretch.
Meanwhile, institutional ownership is building alongside the flow momentum, with Goldman Sachs leading all holders at roughly $87.45 million in XRP ETF exposure, a position that grew by more than 83 million XRP last quarter.
Jane Street Group and Millennium Management follow at approximately $16.6 million and $16.2 million respectively.
XRP Price Prediction: Breakout Levels and TargetsRead Next
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Kratos získal zakázku za více než 20 milionů USD na dodávku mobilních SATCOM bran pro obranného zákazníka v Asii. Součástí jsou rychle nasaditelné antény Trifold® a systém pro bezpečné, spolehlivé spojení v terénu.
SAN DIEGO, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security and global markets, announced today that it has been awarded a contract valued at more than $20 million to deliver mobile satellite communication (SATCOM) gateways for a defense customer in Asia.
Around the world, fixed communications infrastructure is becoming increasingly vulnerable to emerging threats. Recent conflicts and contested environments have shown that stationary SATCOM facilities can be easily targeted or disrupted, and modern operations often face denied spectrum and damaged public networks. These conditions highlight a critical need for defense organizations to deploy mobile SATCOM gateways that can maintain secure, reliable connectivity when traditional systems fail. With this capability, warfighters gain access to real‑time situational awareness and mission‑critical data where and when it matters most.
As part of the system, Kratos will deliver its rapid‑deployable, truck‑mounted Trifold® transportable antennas that can be deployed without any special tools and ready to discretely transport at a moment’s notice. These Trifold® antennas are integrated into the mobile SATCOM hub that provides high‑throughput, dependable communications in dynamic field environments.
The turnkey system also incorporates a shelter containing baseband platforms and advanced monitoring software, including Kratos’ Compass® product for complete monitor‑and‑control (M&C) of mission‑critical networks, and Kratos’ Monics® product for spectrum monitoring and interference detection, forming a cohesive and resilient mobile gateway tailored for defense operations.
This award strengthens Kratos’ position as a leader in transportable antennas and ground system technologies. The program also expands Kratos’ presence in the Asia-Pacific region and reinforces the company’s role as a trusted provider of advanced, resilient communications systems for defense applications worldwide.
“This capability is ultimately about giving operators on the ground what they need most: dependable communications they can count on in the middle of fast-moving missions,” said John Chay, Vice President of Business Development in Asia, at Kratos. “When fixed infrastructure is compromised, this mobile gateway lets warfighters stay connected, aware, and supported wherever the mission takes them.”
About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (NASDAQ: KTOS) is a technology, products, system and software company addressing defense, national security, and commercial markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers’ mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding edge approaches or technology, with Kratos’ approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos intends to pursue program and contract opportunities as the prime or lead contractor when we believe that our probability of win (PWin) is high and any investment required by Kratos is within our capital resource comfort level. We intend to partner and team with a large, traditional system integrator when our assessment of PWin is greater or required investment is beyond Kratos’ comfort level. Kratos’ primary business areas include virtualized ground systems for satellites and space vehicles including software for command & control and telemetry, tracking and control, jet powered unmanned aerial drone systems, hypersonic vehicles and rocket systems, propulsion systems for drones, missiles, loitering munitions, supersonic systems, space craft and launch systems, C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter unmanned aircraft systems, directed energy, communication and other systems, and virtual & augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.
Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether because of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 28, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the Security and Exchange Commission by Kratos.
Rusko od 1. září povolilo kryptoměny pro přeshraniční obchodní vypořádání a umožnilo jejich nákup a prodej přes regulované zprostředkovatele. Domácí platby kryptem ale dál zůstávají zakázané.
Russia’s new cryptocurrency regulations officially took effect on September 1, establishing a formal legal framework for digital assets while enabling their use in international trade settlements. Authorities now permit Russian investors to buy and sell cryptocurrencies through regulated intermediaries, and allow exporters and importers to settle cross-border transactions with digital assets.
Digital assets in Russia’s international tradeRussian exporters and importers are now authorized to use cryptocurrencies as part of foreign trade transactions, giving digital assets a legitimate role in payments involving international counterparties. While these rules expand opportunities for digital asset settlement, domestic payments within Russia using cryptocurrency remain prohibited under the new law.
The Bank of Russia has indicated that cryptocurrencies can serve as instruments for cross-border transactions, but the framework does not specifically reference XRP, Ripple, or the XRP Ledger. There has been no official announcement or evidence that Russian authorities or companies have chosen XRP for settlement purposes. Nevertheless, the Bank of Russia’s acknowledgment means that XRP could theoretically be used if counterparties involved in cross-border trades opt for it.
The regulatory framework grants Russian exporters and importers the legal foundation to use cryptocurrencies for settlements with foreign partners, introducing a wider array of options for cross-border payments.
Structure of Russia’s new cryptocurrency marketThe new regime provides a clearer structure for accessing digital assets. Qualified investors are allowed to buy and sell cryptocurrencies via regulated intermediaries, such as exchanges, brokers, and asset managers. In contrast, non-qualified investors face stricter support limits and must meet additional requirements before participating.
Infrastructure supporting these activities—including exchanges, brokerage platforms, and asset management firms—will also be held to compliance and licensing standards set by the regulation. The law allows a transition period for current market participants to secure appropriate licenses and fulfill the new requirements.
XRP’s position in Russia’s financial ecosystemAlthough XRP is not mentioned in the new regulations, it holds a visible position in the Russian market through regulated derivatives. The Moscow Exchange, the country’s leading securities trading platform, introduced XRP-linked futures earlier this year. These products sit alongside other derivatives tracking the performance of Bitcoin, Ethereum, Solana, and additional cryptocurrencies.
Unlike spot cryptocurrency purchases, these futures contracts do not involve direct ownership of XRP; rather, they allow investors to gain exposure to price movements tied to XRP through regulated instruments.
The listing of XRP-linked futures offers the asset a degree of visibility within Russia’s traditional financial infrastructure, even before the expanded digital asset regime went into effect.
This market presence differentiates XRP from cryptocurrencies with no regulated exposure in Russia. The asset’s original design as a bridge for international settlement may gain additional relevance now that Russian law permits cryptocurrencies in foreign trade.
Ripple, the US-based fintech firm behind XRP, has promoted the token as an efficient solution for transferring value between currencies, without the need for banks and institutions to maintain large reserves in multiple markets.
Although Russia’s new legal framework could potentially enable this use case for XRP, there is no current evidence that banks, exporters, or government agencies in the country intend to deploy the token under the updated rules. Any moves toward adoption will ultimately depend on the decisions of Russian companies, financial institutions, and their international counterparts.
There is no indication that the Russian legal changes amount to an official adoption of XRP, but the regulatory shift increases the number of occasions when cryptocurrencies may legally be used for cross-border payments.
For XRP, the introduction of Russia’s new framework sets the stage for possible increased relevance in international settlement, but actual adoption will depend on the choices of market participants.
The Sentora-incubated cover protocol already holds $76 million in staked XRP on Flare. Its first cover integrations go live this month, into a market where onchain protection covers about 0.1% of DeFi.
Firelight, a cover protocol that uses staked XRP to backstop DeFi vaults against exploits, has raised $8 million in a seed round led by Gumi Cryptos Capital, with its first cover integrations scheduled to go live this month.
Onchain cover has stayed marginal relative to the capital it would protect. DefiLlama tracks $123.7 million across 27 insurance protocols against $88.3 billion in total DeFi value locked, or about 0.14%, and Nexus Mutual alone accounts for roughly 88% of that capital. Firelight’s structure separates the two: the capital backing cover is staked XRP, which does not sit inside the protocols being covered.
Maven 11, Metalayer, Joint Effects and Tribe Capital also took part in the round. Firelight has been live on Flare since December in a bootstrapping phase that takes deposits without cover attached, and holds $76 million, according to DefiLlama, up 20% over the past 30 days. That makes it the largest protocol on Flare, which has $133 million in total value locked across 39 protocols. Deposits are capped at 65 million FXRP.
“Protocol cover and capital protection remain among the biggest blockers to institutional adoption of DeFi,” Anthony DeMartino, co-founder and chief executive of Firelight, said in a statement. “Institutions need confidence that they can deploy capital onchain with credible protection against smart contract and economic risk.”
XRP as the Balance SheetStakers deposit XRP, which is bridged to Flare as FXRP through the network’s FAssets system, and receive stXRP, a liquid staking token. That pool is the capital that pays cover claims. Firelight says it will add BTC and XLM as backing assets.
When stXRP launched in December, it carried no rewards and no cover product behind it. Premiums from the vaults and protocols buying protection are what pay stakers, so the September launch is what makes the position yield-bearing.
Stakers Absorb the LossesFirelight’s documentation states that staked capital is slashed when a validated claim exhausts a first-loss buffer, applied pro rata across all staking positions, with the amount fixed at the moment the slash instruction is generated. The protocol also states plainly that “Firelight Coverage is not insurance” and that buying it does not create an insurance contract.
Claims are assessed by a consortium of five outside firms — GFX Labs, Hypernative, Credora, Native and Cyfrin — which validate incidents against published coverage criteria using onchain attestation. That splits adjudication from the capital, which in most onchain cover sits with the same entity that decides whether to pay. Nexus Mutual told cover holders in 2021 that the $120 million BadgerDAO exploit would fall outside its terms if it was confirmed as a frontend attack, because the protocol’s smart contracts were untouched.
Covered events include smart contract exploits, reentrancy failures, oracle manipulation, governance attacks and bad debt. Pricing is set by monitoring risk components in real time rather than at policy inception. Firelight has been audited by OpenZeppelin and Coinspect and runs a bug bounty through Immunefi.
Second Date for LaunchFirelight and Sentora announced in a joint post that native cover for Sentora’s public and private vaults would launch in the second quarter of 2026. That has moved to September. Sentora, formed last year from the merger of IntoTheBlock and Trident Digital, curates DeFi vaults for Kraken and EtherFi and says it has deployed more than $3 billion.
DeMartino is chief executive of both Sentora and Firelight. He ran risk strategies at Coinbase and traded at HSBC, Barclays and UBS before that. Jesus Rodriguez, who co-founded Sentora and whose AI startup NeuralFabric was acquired by Cisco last year, is Firelight’s chief technology officer while remaining in his Sentora role. Chief Strategy Officer Connor Sullivan joined from Fireblocks, after underwriting reinsurance at TransRe.
XRP traded at $1.38 on Tuesday, down 6.7% over the past week, according to CoinGecko.
Americké spotové ETF na Ethereum zaznamenaly čistý příliv 87,68 milionu USD a sérii přílivů prodloužily na 11 dní. Nejvíc přidal BlackRock ETHA s 59,94 milionu USD.
Ethereum spot ETFs traded in the US continued to attract investor interest. According to SoSoValue data, a total net capital inflow of $87.68 million was recorded in Ethereum spot ETFs on August 31st, extending the net inflow streak to 11 days.
The largest daily capital inflow was recorded in BlackRock’s Ethereum spot ETF, ETHA. According to the data, ETHA achieved a net inflow of $59.94 million on that trading day. With this figure, the total net capital inflow accumulated since the fund’s launch reached $12.797 billion.
Grayscale’s Ethereum Mini Trust ETF ranked second in net inflows. The product saw net inflows of $13.50 million, bringing its historical total net inflow to $1.924 billion.
The total size of the Ethereum spot ETF market has also reached remarkable levels. According to the data, the total net asset value of Ethereum spot ETFs in the US is recorded at $15.614 billion. The net asset ratio, which shows the ratio of these products to Ethereum’s total market capitalization, is at 5.23 percent.
Ethereum spot ETFs have recorded a total net capital inflow of $13.062 billion since their inception. The uninterrupted net inflow over the past 11 trading days demonstrates continued interest in Ethereum from institutional and traditional finance investors.
BlackRock’s ETHA product continues to stand out in terms of daily and cumulative capital inflows. Total inflows exceeding $12.7 billion highlight its position as one of the leading Ethereum investment tools experiencing strong institutional demand.
ETF inflows in the market are among the closely watched indicators regarding the direction of the Ethereum price. While a sustained series of net inflows is seen as potentially supporting demand in the spot markets, investors will be monitoring capital movements towards funds in the coming days.
*This is not investment advice.
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MyDoge ukončí podporu pro Doginals a DRC-20 17. září 2026 po vypnutí Dogecoin API od Maestro 18. září 2026. DOGE ani běžné transakce tím dotčeny nejsou.
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Dogecoin wallet MyDoge has made a key announcement regarding Doginals and DRC-20 support on the platform in a recent X post. Doginals are digital items inscribed on the Dogecoin blockchain, acting as the Dogecoin version of Bitcoin Ordinals-style inscriptions.
The notice follows Maestro, the third-party infrastructure provider used by MyDoge for Doginals and DRC-20 support, announcing the shutdown of its Dogecoin API services, which will occur on September 18, 2026. As a result, MyDoge stated it will suspend support for Doginals and DRC-20 assets on September 17, 2026.
Noting the recent development as an 'unexpected and inconvenient change' for asset holders, MyDoge stated a clear goal to provide users with clear guidance well before support ends.
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🚨 Important notice regarding Doginals and DRC-20 support in MyDoge.
Maestro, the third-party infrastructure provider used by MyDoge for Doginals and DRC-20 support, has announced the shutdown of its Dogecoin API services on September 18, 2026. As a result, MyDoge will suspend…
— MyDoge (@MyDoge) August 31, 2026 In particular, holders of Doginals or DRC-20 assets in MyDoge are urged to migrate those specific assets before September 17, 2026.
Regular DOGE unaffectedThe Dogecoin wallet noted that this advisory does not concern DOGE, as users do not need to move their DOGE or other supported assets out of MyDoge. This change applies only to Doginals and DRC-20s. DOGE support and standard Dogecoin transactions will continue as normal, with significant new MyDoge features and updates planned.
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It should, however, be borne in mind that MyDoge wallet dropping Doginals/DRC-20 support does not delete them onchain.
MyDoge noted this in its X post, saying that affected Doginals and DRC-20 assets remain associated with user addresses onchain, but after September 17, MyDoge will no longer have the infrastructure required to display or send them. Hence, affected users should move their assets to compatible wallets before the deadline, as they may not be able to access or recover them through MyDoge after support ends on September 17.
Migration safety tips sharedWith just 16 days left before the September 17 deadline, MyDoge shared safety tips on asset migration.
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Affected users are urged to use official links, verify support for their specific assets, and consider sending a small test transaction before transferring the full balance.
They should also be especially cautious of unsolicited messages, links, accounts offering migration assistance, or anyone asking for their seed phrase or private keys, as MyDoge will never ask for such personal details.
MyDoge stated it is reviewing possible paths for supporting Doginals and DRC-20s again in the future, but currently there is no confirmed replacement or timeline, with users urged to treat September 17 as the deadline and migrate affected assets before then.
Connor Clark & Lunn Investment Management ve 2. čtvrtletí nově nakoupila 4 845 akcií Novanta za zhruba 786 000 USD. Akcie Novanta otevřely výše o 2,8 %.
Connor Clark & Lunn Investment Management Ltd. acquired a new position in Novanta Inc. (NASDAQ:NOVT – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,845 shares of the technology company’s stock, valued at approximately $786,000.
Several other large investors have also modified their holdings of NOVT. Harbor Investment Advisory LLC bought a new stake in Novanta during the second quarter valued at about $54,000. Allworth Financial LP bought a new position in shares of Novanta in the second quarter worth about $59,000. Danske Bank A S acquired a new position in shares of Novanta during the 3rd quarter worth about $40,000. EverSource Wealth Advisors LLC lifted its position in shares of Novanta by 120.1% during the 4th quarter. EverSource Wealth Advisors LLC now owns 427 shares of the technology company’s stock worth $51,000 after purchasing an additional 233 shares during the last quarter. Finally, ANTIPODES PARTNERS Ltd acquired a new position in shares of Novanta during the 4th quarter worth about $53,000. 98.35% of the stock is owned by institutional investors.
Analyst Ratings Changes NOVT has been the topic of a number of research analyst reports. Robert W. Baird set a $194.00 target price on Novanta in a report on Friday, August 7th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Novanta in a report on Wednesday, July 15th. Zacks Research raised Novanta from a “hold” rating to a “strong-buy” rating in a research report on Friday, August 14th. Finally, Wall Street Zen upgraded shares of Novanta from a “hold” rating to a “buy” rating in a research note on Sunday, August 9th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating and one has given a Hold rating to the stock. According to data from MarketBeat.com, Novanta currently has an average rating of “Buy” and an average price target of $194.00.
Check Out Our Latest Analysis on Novanta Insiders Place Their Bets In other news, CEO Matthijs Glastra sold 6,500 shares of the stock in a transaction on Thursday, July 2nd. The shares were sold at an average price of $161.13, for a total value of $1,047,345.00. Following the completion of the transaction, the chief executive officer owned 29,761 shares in the company, valued at approximately $4,795,389.93. This represents a 17.93% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 1.20% of the stock is owned by corporate insiders.
Novanta Trading Up 2.8% Novanta stock opened at $146.22 on Tuesday. The business has a 50 day moving average price of $152.05 and a two-hundred day moving average price of $143.34. The company has a quick ratio of 3.79, a current ratio of 4.57 and a debt-to-equity ratio of 0.12. The stock has a market cap of $5.53 billion, a price-to-earnings ratio of 93.73 and a beta of 1.68. Novanta Inc. has a 12 month low of $98.27 and a 12 month high of $176.38.
Novanta (NASDAQ:NOVT – Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The technology company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.83 by $0.06. The company had revenue of $265.81 million for the quarter, compared to analyst estimates of $262.30 million. Novanta had a return on equity of 10.83% and a net margin of 6.00%.Novanta’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm earned $0.76 EPS. Novanta has set its FY 2026 guidance at 3.680-3.740 EPS and its Q3 2026 guidance at 0.950-1.000 EPS. As a group, equities analysts forecast that Novanta Inc. will post 3.7 EPS for the current year.
About Novanta (Free Report)
Novanta, Inc (NASDAQ: NOVT) is a global technology company that designs and manufactures precision components, subsystems and software used in advanced photonics and motion control applications. The company serves customers in the medical device and advanced industrial markets, supplying critical technologies for diagnostics and therapeutic systems, semiconductor and electronics manufacturing, and scientific instrumentation. Novanta’s product portfolio includes laser control modules, optics, beam delivery systems, high-precision motors, actuators, stages, and fluidics solutions designed to meet stringent accuracy and reliability requirements.
Novanta’s Photonics segment delivers laser and energy delivery components that enable minimally invasive surgical procedures and diagnostic imaging.
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Olin čeká v roce 2026 úspory 100–120 milionů USD a do roku 2028 nejméně 250 milionů USD. Firma ale čelí slabé poptávce, čistému dluhu 2,85 miliardy USD a zápornému provoznímu cash flow za první pololetí.
Key Takeaways Olin expects $100 million-$120 million of 2026 savings and at least $250 million by 2028. The Huntsman merger could add $400 million or more in cost synergies if completed. Olin faces weak chemical demand, a $2.85 billion net debt load and negative first-half cash flow. Olin Corporation (OLN - Free Report) has been benefiting from cost savings under its Beyond250 program, Winchester growth, improving Epoxy margins and ongoing efforts to strengthen earnings and deleverage. The planned merger with Huntsman Corporation (HUN - Free Report) is also expected to generate meaningful synergies.
However, weak global chemical demand, Asian import competition, the Freeport VCM outage, weaker EDC and export caustic soda pricing, elevated leverage, legacy Shintech payments, merger costs and negative operating cash flow could weigh on margins, free cash flow, debt reduction and near-term financial flexibility.
The company’s shares have lost 26% over a year compared with the industry’s 2.2% rise.
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Let’s find out why OLN stock is worth retaining at the moment.
OLN to Gain From Cost Savings and Merger SynergiesOlin’s Beyond250 program is becoming a larger structural earnings lever as the company reduces fixed costs, improves manufacturing productivity and standardizes operations. Management now expects $100 million to $120 million of savings in 2026 and at least $250 million of year-end run-rate savings by 2028, supported by site optimization, contractor reductions and roughly 600 employee and contractor position eliminations by 2026 year-end.
The planned all-stock merger with Huntsman is expected to add another $400 million or more of cost synergies and integration benefits if completed. The transaction is targeted to close in the first half of 2027 and would expand Olin’s scale and chlorine optionality while management remains focused on deleveraging.
Olin’s Growth and Margin Recovery Support OutlookWinchester continues to benefit from the April 2025 acquisition of AMMO Inc.’s small-caliber ammunition assets, which broadened its exposure to military, law enforcement and specialty markets. In second-quarter 2026, sales rose 11.8% year over year to $500.3 million as commercial ammunition sales and military project revenue increased, while segment income rose to $28.1 million from $25 million.
Management also cited a commercial order backlog and consistent international military sales and project work. Commercial demand is expected to strengthen seasonally in third-quarter 2026, while price increases are intended to offset higher metals costs. These trends support Winchester’s long-term earnings contribution as acquired capacity and demand recovery develop.
Epoxy is showing a broader margin recovery even as global demand remains weak. Second-quarter 2026 sales increased 27.4% year over year to $422.1 million, while segment income improved to $16 million from a $23.7 million loss as pricing, volumes and lower operating costs offset higher raw material costs. For third-quarter 2026, management expects stable volume and better margins from mix, while lower U.S. hydrocarbon costs and ongoing U.S. and European price initiatives provide additional support.
Olin Faces Demand, Leverage and Cash Flow HeadwindsOlin’s chemicals businesses remain exposed to weak global demand and Asian import competition. In second-quarter 2026, Epoxy saw continued inflows of Asian imports into the United States and Europe, while management said seasonal demand was weaker than usual. Chlor Alkali Products and Vinyls’ first-half 2026 sales fell 17.2% year over year and segment income declined to $8.9 million from $143.2 million.
The Freeport VCM outage reduced second-quarter adjusted EBITDA by about $40 million and is expected to reduce third-quarter results by another $20 million. Management also expects weaker EDC and export caustic soda pricing to offset better domestic caustic pricing, leaving Chemicals results comparable to second-quarter 2026.
Olin ended second-quarter 2026 with net debt of $2.85 billion and net debt to adjusted EBITDA of 5 times versus 4.1 times at year-end 2025. It paid about $93 million toward legacy Shintech matters in the first half and expects roughly $100 million more in the second half. Acquisition-related merger costs are forecast at $35 million to $40 million for 2026. Management is targeting year-end leverage of about 4.5 times and plans to use excess cash flow for debt reduction.
Net operating cash flow was negative $40.7 million in the first half of 2026 versus positive $126.3 million a year earlier. Working capital increased $183 million during the period, although management expects seasonal working capital to be liquidated in the second half and be flat year over year, excluding Shintech payments.
Olin Corporation Price and ConsensusOLN’s Zacks Rank & Key PicksOLN currently carries a Zacks Rank #3 (Hold).
A couple of better-ranked stocks in the Basic Materials space are Materion Corporation (MTRN - Free Report) and L.B. Foster Company (FSTR - Free Report) . MTRN sports a Zacks Rank #1 (Strong Buy), while FSTR carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Materion’s current-year earnings is $6.81 per share, implying a 25.2% year-over-year increase. MTRN’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average surprise being 6.6%.
The consensus estimate for L.B. Foster’s current-year earnings is pegged at $1.62 per share, implying a 134.8% year-over-year increase. FSTR’s earnings beat the Zacks Consensus Estimate in two of the trailing four quarters and missed twice, with the average surprise being 19.9%.
AGCO na Farm Progress Show představil tři nové produkty Fendt, včetně prvního globálního uvedení traktoru v USA. Novinky míří na vyšší produktivitu na severoamerickém trhu.
Three groundbreaking products, including Fendt's first global tractor launch in the U.S., underscore the brand's commitment to the North American market.
, /PRNewswire/ -- AGCO (NYSE: AGCO), today announced the global launches of the Fendt™ 1100 Vario™ MT Gen2 Track Tractor and the Fendt Momentum™ 80-Foot Planter, as well as the North American debut of the Fendt 300 Vario™ Gen5 at the 2026 Farm Progress Show in Boone, Iowa. Staging its global tractor and planter launches in North America marks a deliberate signal of the company's growth agenda for the region. Together, the three products continue Fendt's expansion of a full-line portfolio and advance a common goal of improving productivity across the entire farming operation, from planting to harvest.
Fendt's exhibit at the 2026 Farm Progress Show showcased the global launches of (from left to right) the 1100 Vario MT Gen 2 Track Tractor and Momentum 80-Foot Planter, along with the North American debut of the 300 Vario Gen5 tractor. "Hosting our first global tractor launch in the U.S. reflects the investments AGCO and Fendt are making in this region," said Stefan Caspari, Senior Vice President, Customer Success & North American Ag, AGCO. "North American farmers measure equipment on power, productivity, efficiency and total cost of ownership, which is why Farm Progress Show is the right stage to debut the new Fendt 1100 Vario MT. And Gold Star Customer Care is our commitment in writing, protecting uptime and the Fendt ownership experience."
Fendt 1100 Vario MT Gen2 Track Tractor
The Fendt 1100 Vario MT Gen2 Track Tractor anchors Fendt's expanding North American lineup, delivering tremendous power, productivity and versatility in high-horsepower applications. A reinforced transmission accommodates the horsepower boost, making this top-of-the-range model Fendt's most powerful tractor equipped with a VarioDrive™ transmission. VarioDrive and the Fendt iD™ low-speed concept combine high power reserves and efficient power transfer with lower fuel consumption, saving farmers money. SmartRide™ suspension technology improves comfort across uneven terrain while the steerable drawbar or three-point now actively moves based on steering input, increasing tractive power and maneuverability.
A new cab with the FendtONE™ operating system adds intuitive controls, advanced technology integration and a new lighting concept for greater field visibility. A new passive cab air filter cleaning system continuously removes dust, reducing maintenance demands in harsh environments. Fendt's extensive Gold Star Customer Care backs every unit with three years or 3,000 hours of warranty, scheduled maintenance, loaner availability and parts guarantee.
Fendt Momentum 80-Foot Planter
Fendt has further expanded its award-winning Momentum planter lineup with a global launch of the new Momentum 80-Foot, 32-Row Planter with 30-inch spacing (32R30). The largest Momentum planter ever offered, the 32R30 is designed for large-scale farming operations seeking greater productivity and efficiency.
The 32R30 covers more acres per day and reduces tendering frequency with standard 130-bushel high-capacity seed and 1,000-gallon fertilizer tanks. It combines Fendt's SmartFrame™ technology, factory-integrated Precision Planting™ systems and optional Load Logic™ weight management with a new five-section Vertically Contouring Toolbar to improve planting accuracy across rolling and uneven terrain, protecting yield potential and return on every seed. Gold Star Customer Care covers three years or 16,000 acres, whichever occurs first.
"Large-scale growers need to cover more acres in tighter windows without sacrificing the precision that drives yield potential," said Jason Lee, Senior Marketing Manager, Planters, Fendt North America. "The Fendt Momentum 32R30 maximizes agronomic performance and efficiency to achieve better yields, making every seed count."
Fendt 300 Vario Gen5
The new Fendt 300 Vario Gen5 line brings premium precision technology to the compact class, adding five models, including the new 310 Vario, which delivers 113–152 horsepower with DynamicPerformance™ (DP). Now available across the entire series, DP automatically supplies an additional 10 horsepower for auxiliary needs such as air conditioning. All models include Gold Star Customer Care, the FendtONE operating system and optional smart farming capabilities such as guidance, ISOBUS, telemetry and automated headland management.
The new updates include the latest generation of the Cargo and Cargo Profi front loaders, supported by a new hydraulic system with independent valves. Other benefits include GroundVision lighting for night work, a redesigned hood with daytime running lights and a new swivel seat.
"The Fendt 300 series has a long history of key innovations like our VarioDrive CVT, suspension systems and unmatched fuel efficiency," said Daniel Smith, Senior Strategic Marketing Manager, Fendt North America. "The Gen5 packs all of that into a compact size with an intuitive, high-tech driver's station that puts farmers first."
Product Launch Dates
The Fendt 1100 Vario MT Gen2 Track Tractor and the 300 Vario Gen5 are now available for order with first deliveries beginning in 2027. The Momentum 80-Foot Planter opens to limited orders in fall 2026, with deliveries in spring 2027.
Additional Fendt updates unveiled at Farm Progress Show include:
New 60 kph (40 mph) transport option, coming in late 2026 First-time appearances of 500 Vario Gen4 and 800 Vario Gen5 at Farm Progress Show Fendt will also host its first-ever international press conference at the trade show in the AGCO booth #1002 on Wednesday, Sept. 2 at 9:00 a.m. Central Time.
To learn more about Fendt's full line of equipment, visit Fendt.com or visit AGCO Booth #1002 at Farm Progress Show in Boone, Iowa, from Sept. 1-3.
DynamicPerformance, Fendt, Fendt iD, FendtONE, Load Logic, Momentum, Precision Planting, SmartFrame, SmartRide, Vario and VarioDrive are trademarks of the AGCO Group of Companies.
About AGCO
AGCO (NYSE: AGCO) is a global leader in agricultural machinery and precision agriculture technologies. Driven by a Farmer-First strategy, AGCO delivers value through its differentiated leading brands, Fendt™, Massey Ferguson™, PTx™ and Valtra™. AGCO's high-performance equipment and smart farming solutions, including brand-agnostic retrofit technologies and autonomous offerings, empower farmers to drive productivity while sustainably feeding the world. For more information, visit www.agcocorp.com.
Chesapeake Utilities prodala 49% podíl v projektu Florida Energy Pathway společnosti NextEra Energy Resources. Projekt za zhruba 1,2 miliardy USD má začít stavět v první polovině roku 2028 a do provozu má jít v roce 2030.
NextEra Energy Resources to acquire a minority interest in landmark South Florida natural gas infrastructure project.
, /PRNewswire/ -- Chesapeake Utilities Corporation (NYSE: CPK), through its indirect subsidiary Peninsula Pipeline Holdings, LLC ("Peninsula"), today announced it sold a minority interest in Florida Energy Pathway (FEP), a natural gas transmission infrastructure project designed to support South Florida's growing energy needs. Under the agreement, Peninsula will retain 51% ownership of the project and NextEra Energy Resources ("NEER") will acquire a 49% minority ownership interest. The joint venture engaged Chesapeake Utilities' subsidiary, Peninsula Pipeline Company, Inc., to construct, manage and operate the project.
FEP is anticipated to be a 24-inch intrastate natural gas infrastructure project constructed from Palm Beach County to Miami-Dade County. The project is designed to expand natural gas transportation capacity, address regional supply constraints, meet growing customer demand, and enhance energy reliability in one of the nation's fastest-growing regions. Total project investment is estimated to be approximately $1.2 billion, pending finalization of design and development activities.
"Since announcing the project in July, we have received strong interest from potential partners, reinforcing the value of this regulated infrastructure opportunity," said Jeff Householder, chair of the board, president and chief executive officer of Chesapeake Utilities Corporation. "This partnership strengthens our ability to advance a transformational infrastructure project alongside our robust capital growth plan to drive long-term value creation for our customers, communities, and shareholders."
Development activities related to FEP continue to advance, including engineering, environmental studies and stakeholder engagement. Construction is expected to begin during the first half of 2028, and the project is anticipated to be in service in 2030, subject to final commissioning.
About Chesapeake Utilities Corporation
Chesapeake Utilities Corporation is a diversified energy delivery company listed on the New York Stock Exchange. Chesapeake Utilities Corporation offers sustainable energy solutions through its natural gas transmission and distribution, electricity generation and distribution, propane gas distribution, mobile compressed natural gas utility services and solutions and other businesses.
Forward-Looking Statements
Forward-Looking Statements Matters included in this release may include forward-looking statements that involve risks and uncertainties. Forward-Looking statements include, but are not limited to, statements regarding project investment, timeline, and financing. Actual results may differ materially from those in the forward-looking statements. Please refer to the Safe Harbor for Forward-Looking Statements in the Company's 2025 Annual Report on Form 10-K and Quarterly Report on Form 10-Q for the second quarter of 2026 for further information on the risks and uncertainties related to the Company's forward-looking statements.
Chesapeake Utilities Corporation Contacts:
Media
Victoria Price
Director, External Affairs
850.382.4153
[email protected]
Investors
Lucia Dempsey
Head of Investor Relations
347.804.9067
[email protected]
Canada Pension Plan Investment Board purchased a new position in The Ensign Group, Inc. (NASDAQ:ENSG – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 9,400 shares of the company’s stock, valued at approximately $1,507,000.
Other institutional investors have also recently added to or reduced their stakes in the company. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in The Ensign Group by 9.9% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 161,946 shares of the company’s stock worth $20,956,000 after acquiring an additional 14,590 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of The Ensign Group by 150.3% in the 1st quarter. Geneos Wealth Management Inc. now owns 383 shares of the company’s stock valued at $50,000 after purchasing an additional 230 shares in the last quarter. EverSource Wealth Advisors LLC raised its stake in shares of The Ensign Group by 65.9% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 536 shares of the company’s stock valued at $83,000 after purchasing an additional 213 shares in the last quarter. Amundi lifted its position in shares of The Ensign Group by 480,216.7% during the second quarter. Amundi now owns 57,638 shares of the company’s stock worth $8,583,000 after purchasing an additional 57,626 shares during the last quarter. Finally, Brown Advisory Inc. lifted its position in shares of The Ensign Group by 26.1% during the second quarter. Brown Advisory Inc. now owns 2,037 shares of the company’s stock worth $314,000 after purchasing an additional 421 shares during the last quarter. 96.12% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets Several analysts recently weighed in on ENSG shares. Royal Bank Of Canada reissued an “outperform” rating and issued a $228.00 price objective on shares of The Ensign Group in a report on Tuesday, July 28th. Wall Street Zen downgraded The Ensign Group from a “buy” rating to a “hold” rating in a report on Saturday, July 25th. Truist Financial upped their price target on The Ensign Group from $202.00 to $207.00 and gave the company a “hold” rating in a research report on Thursday, July 30th. Finally, Weiss Ratings cut The Ensign Group from a “buy (b)” rating to a “buy (b-)” rating in a research note on Tuesday, June 16th. Four research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, The Ensign Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $216.25.
View Our Latest Analysis on ENSG The Ensign Group Price Performance Shares of NASDAQ:ENSG opened at $172.26 on Tuesday. The firm’s 50 day moving average is $173.71 and its two-hundred day moving average is $183.89. The firm has a market capitalization of $10.04 billion, a P/E ratio of 27.00, a PEG ratio of 1.66 and a beta of 0.68. The company has a current ratio of 1.21, a quick ratio of 1.21 and a debt-to-equity ratio of 0.06. The Ensign Group, Inc. has a 52 week low of $141.58 and a 52 week high of $218.00.
The Ensign Group (NASDAQ:ENSG – Get Free Report) last issued its quarterly earnings data on Monday, July 27th. The company reported $1.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.80 by $0.12. The Ensign Group had a net margin of 6.90% and a return on equity of 16.75%. The business had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.44 billion. During the same period in the previous year, the business earned $1.59 earnings per share. The company’s revenue was up 16.7% on a year-over-year basis. The Ensign Group has set its FY 2026 guidance at 7.750-7.850 EPS. Analysts anticipate that The Ensign Group, Inc. will post 6.93 earnings per share for the current year.
The Ensign Group Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Friday, July 31st. Investors of record on Tuesday, June 30th were issued a dividend of $0.065 per share. This represents a $0.26 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Tuesday, June 30th. The Ensign Group’s dividend payout ratio (DPR) is presently 4.08%.
Insiders Place Their Bets In other The Ensign Group news, Director John O. Agwunobi sold 392 shares of The Ensign Group stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $171.06, for a total value of $67,055.52. Following the transaction, the director owned 9,503 shares in the company, valued at approximately $1,625,583.18. The trade was a 3.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 4.00% of the company’s stock.
(Free Report)
The Ensign Group, Inc is a diversified provider of post-acute healthcare services in the United States, operating a network of skilled nursing, assisted living, independent living, home health and hospice care centers. The company’s model emphasizes integrated care by employing multidisciplinary teams—including nursing staff, therapists and physicians—to deliver personalized rehabilitation and long-term care services for seniors and other patients recovering from injury, illness or surgery.
Through its owned and managed centers, The Ensign Group offers a broad spectrum of rehabilitation services such as physical, occupational and speech therapy.
Read More Five stocks we like better than The Ensign Group Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason Want to see what other hedge funds are holding ENSG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Ensign Group, Inc. (NASDAQ:ENSG – Free Report).
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Canada Pension Plan Investment Board ve 2. čtvrtletí získala novou pozici v National Health Investors za přibližně 1,228 mil. USD. Získala 16 100 akcií NHI.
Canada Pension Plan Investment Board bought a new position in shares of National Health Investors, Inc. (NYSE:NHI – Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 16,100 shares of the real estate investment trust’s stock, valued at approximately $1,228,000.
Several other hedge funds and other institutional investors have also bought and sold shares of NHI. International Assets Investment Management LLC bought a new stake in National Health Investors during the fourth quarter valued at $27,000. EverSource Wealth Advisors LLC raised its position in shares of National Health Investors by 244.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 406 shares of the real estate investment trust’s stock worth $28,000 after acquiring an additional 288 shares in the last quarter. Garton & Associates Financial Advisors LLC bought a new position in shares of National Health Investors in the 4th quarter worth about $33,000. Allworth Financial LP acquired a new position in shares of National Health Investors in the 2nd quarter valued at about $42,000. Finally, Advisory Services Network LLC acquired a new position in shares of National Health Investors in the 3rd quarter valued at about $65,000. Institutional investors and hedge funds own 62.51% of the company’s stock.
Analyst Ratings Changes NHI has been the subject of several recent analyst reports. Truist Financial decreased their target price on National Health Investors from $89.00 to $81.00 and set a “buy” rating for the company in a research note on Friday, June 12th. Deutsche Bank Aktiengesellschaft dropped their price target on National Health Investors from $85.00 to $80.00 and set a “hold” rating on the stock in a research note on Thursday, June 25th. BMO Capital Markets cut their price target on National Health Investors from $90.00 to $80.00 and set an “outperform” rating on the stock in a report on Monday, June 15th. Wells Fargo & Company reduced their price objective on shares of National Health Investors from $84.00 to $79.00 and set an “equal weight” rating for the company in a research report on Monday, June 1st. Finally, Zacks Research lowered shares of National Health Investors from a “hold” rating to a “strong sell” rating in a research note on Thursday, June 25th. Five research analysts have rated the stock with a Buy rating, two have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, National Health Investors currently has a consensus rating of “Moderate Buy” and an average target price of $83.86.
Check Out Our Latest Analysis on National Health Investors National Health Investors Price Performance Shares of NYSE NHI opened at $71.26 on Tuesday. National Health Investors, Inc. has a fifty-two week low of $67.94 and a fifty-two week high of $91.38. The stock has a market cap of $3.50 billion, a price-to-earnings ratio of 20.60, a PEG ratio of 3.83 and a beta of 0.51. The company has a debt-to-equity ratio of 0.81, a quick ratio of 6.78 and a current ratio of 6.78. The firm’s 50-day simple moving average is $75.69 and its 200 day simple moving average is $78.61.
National Health Investors (NYSE:NHI – Get Free Report) last issued its quarterly earnings data on Monday, August 10th. The real estate investment trust reported $1.19 EPS for the quarter. The firm had revenue of $121.32 million during the quarter. National Health Investors had a return on equity of 10.89% and a net margin of 38.56%.The business’s revenue for the quarter was up 1.6% on a year-over-year basis. During the same period in the prior year, the firm posted $1.22 earnings per share. National Health Investors has set its FY 2026 guidance at 4.740-4.790 EPS. As a group, research analysts anticipate that National Health Investors, Inc. will post 4.78 earnings per share for the current fiscal year.
National Health Investors Dividend Announcement The business also recently declared a quarterly dividend, which will be paid on Friday, November 6th. Investors of record on Wednesday, September 30th will be issued a dividend of $0.92 per share. The ex-dividend date is Wednesday, September 30th. This represents a $3.68 annualized dividend and a yield of 5.2%. National Health Investors’s dividend payout ratio is 106.36%.
Insider Buying and Selling at National Health Investors In related news, Director Robert A. Mccabe, Jr. purchased 890 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was acquired at an average cost of $71.65 per share, with a total value of $63,768.50. Following the transaction, the director owned 44,159 shares of the company’s stock, valued at $3,163,992.35. This represents a 2.06% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO D. Eric Mendelsohn purchased 1,500 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was bought at an average cost of $68.84 per share, with a total value of $103,260.00. Following the completion of the transaction, the chief executive officer directly owned 133,316 shares in the company, valued at $9,177,473.44. The trade was a 1.14% increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 2.70% of the company’s stock.
(Free Report)
National Health Investors, Inc (NYSE: NHI) is a specialized real estate investment trust (REIT) focused on owning and financing high-quality healthcare and senior housing facilities in the United States. The company’s portfolio encompasses a diverse range of properties, including skilled nursing centers, assisted living and memory care communities, behavioral health facilities, dialysis clinics, and medical office buildings. NHI typically enters into long-term net-lease agreements with experienced healthcare operators, providing stable and predictable rental income streams while enabling its tenants to concentrate on delivering quality care.
Since its founding in 1991 and initial public offering later that year, National Health Investors has pursued a disciplined growth strategy centered on strategic acquisitions, joint ventures, and selective development.
Further Reading Five stocks we like better than National Health Investors Securing AI: 5 Most-Upgraded Stocks From the Q2 Reporting Season Insiders Are Betting Big on These 3 Healthcare Stocks 3 Stocks for Investors Who Still Believe Cash Is King Dollar General and Dollar Tree Are Recovering, But Not for the Same Reason
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Leonardo DRS získal od U.S. Space Force zakázku na prototyp pro vývoj nové senzorové technologie. Ta má zlepšit detekci, identifikaci, sledování a zaměřování rychlých hrozeb.
ARLINGTON, Va., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Leonardo DRS, Inc. (Nasdaq: DRS) announced it has been awarded an Other Transaction Agreement contract for Prototype by the U.S. Space Force to advance next-generation technology designed to further strengthen U.S. national defense capabilities.
Under the award, Leonardo DRS will further develop affordable and scalable sensor technology that helps defense systems detect, identify, track, and target fast-moving threats in challenging conditions in support of mission needs for U.S. space superiority and space control efforts.
A key focus of the program is improving affordability and producibility, leveraging advancements in sensing and processing and moving toward designs that can be manufactured more efficiently, scaled to meet demand, and built with a resilient supply chain to support urgent national security needs.
“This award recognizes our innovative best-in-class sensor technology, proven experience and continued investment in space-based capabilities for critical national security programs,” said John Baylouny, President and CEO of Leonardo DRS. “These investments allow our company to push the boundaries of advanced sensing and targeting and implement scaled manufacturing to support national security priorities.”
“We are incredibly proud to support this vital space-based mission,” said Jerry Hathaway, senior vice president and general manager, Leonardo DRS Electro-Optical and Infrared Systems. “This award builds upon our current and next-generation affordable sensing technologies developed by our innovative space and sensor engineering teams and leverages our proven performance and expertise in sensor design and manufacturing.”
Leonardo DRS is a leading provider of advanced infrared sensing systems used by the U.S. government and allied nations across ground, sea, air, and space missions. The company’s advanced sensing, secure communications, and laser technologies support critical efforts including Counter-UAS, autonomous maritime fleet protection, and mounted and dismounted ground combat systems.
About Leonardo DRS
Leonardo DRS, Inc. (Nasdaq: DRS) is at the forefront of developing transformative defense technologies using its proven agility and delivering innovative solutions for U.S. national security customers and allies worldwide. We specialize in rapidly providing high-performance, multi-domain capabilities across next-generation advanced sensing, network computing, force protection, and electric power and propulsion. Our reputation as a trusted provider is built on a continuous focus on practical innovation, delivering quality, and meeting our customers’ most demanding mission requirements. For further information on our complete range of capabilities, visit www.LeonardoDRS.com.
Forward-Looking Statements
This communication contains statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Those statements reflect current expectations, assumptions and estimates of future performance and economic conditions. The company cautions investors that any forward-looking statements which include contract values, contract performance and our development and production of products are subject to risks and uncertainties that may cause actual results and future trends to differ materially from those matters expressed in or implied by such forward-looking statements.
Leonardo DRS Investor Relations Contact
Steve Vather
Senior Vice President, Corporate Development (M&A) and Investor Relations
+1 703 409 2906 [email protected]
Leonardo DRS Media Contact
Charles Jones
Director, Marketing and Corporate Communications
+1 571 737 8800 [email protected]
For more information regarding this OTA award, please click here.
BlackLine získala certifikaci PCI DSS pro svou službu PCI Detokenization Service. Firma tím rozšiřuje automatizaci párování a odsouhlasování transakcí i pro citlivé platební workflow.
LOS ANGELES, Sept. 01, 2026 (GLOBE NEWSWIRE) -- BlackLine, Inc. (Nasdaq: BL), the Agentic Financial Operations Platform™ for the Office of the CFO, today announced it has achieved Payment Card Industry Data Security Standard (PCI DSS) compliance validation for its PCI Detokenization Service, enabling organizations to apply BlackLine’s proven high-volume transaction matching and reconciliation capabilities to a broader range of complex workflows involving sensitive payment card information.
For organizations processing millions of card transactions, even a small percentage of unmatched transactions can create significant manual work. Security requirements designed to protect cardholder information can limit the data available for automated matching, making it more difficult to fully automate these workflows. BlackLine’s PCI Detokenization Integration Service enables authorized users to securely access the payment card information required for matching, while the underlying cardholder data remains within the customer’s environment. Combined with BlackLine’s existing high-volume transaction-matching capabilities, this enables organizations to automate more of the reconciliation process while maintaining rigorous security and control.
“Our customers are asking BlackLine to go deeper into some of their most complex operational workflows, and greater automation cannot come at the expense of security or control,” said Owen Ryan, CEO and Chairman of BlackLine. “This validation enables organizations to apply BlackLine’s proven matching and reconciliation capabilities to more of the high-volume, sensitive workflows they manage every day. It expands where we can deliver value while maintaining the security and trust our customers demand.”
“For organizations managing payment-card information, PCI DSS is an important security standard and, in many environments, a prerequisite for technology providers supporting these workflows,” said Jill Knesek, Chief Information Security Officer at BlackLine. “This validation gives customers independent assurance that BlackLine has cleared that bar, allowing them to extend automation into sensitive financial processes with confidence.”
While banking and financial services represent a significant opportunity for these use cases, organizations across industries such as retail, travel, hospitality, and leisure manage complex financial workflows that involve payment card information. The validation broadens the scope where BlackLine can apply its existing automation and matching capabilities, extending the value of the platform across transaction-intensive environments where scale, security, and control are critical.
About BlackLine
BlackLine (Nasdaq: BL) is the trust infrastructure for the AI era of finance: a future where finance drives the agentic era with intelligence, integrity, and trust rising together. The BlackLine Agentic Financial Operations Platform™, powered by Studio360 and Verity™ AI, is where the Office of the CFO scales AI across Record-to-Report, Invoice-to-Cash, and the processes where finance owns the controls and demands integrity at every step.
By unifying data, embedding AI, and engineering trust into every action, BlackLine moves finance and accounting beyond reporting on the business to orchestrating it in real time. Supported by industry-leading R&D investment and world-class security practices, nearly 4,300 customers across multiple industries partner with BlackLine to lead their organizations into the future. For more information, visit blackline.com.
Ciena ve čtvrtek zveřejní výsledky za 3. čtvrtletí fiskálního roku 2026; analytici čekají výnosy 1,64 miliardy USD, tedy meziroční růst o 34 %, a zisk na akcii 1,73 USD.
Thursday is going to be an important day for Ciena (CIEN -4.85%) investors, as it's when their company unveils a fresh quarterly earnings report. Not for the first time, hopes are high for the tech hardware maker. It's one of the better-known equipment suppliers helping to feed the feverish build-out of artificial intelligence (AI) compute. As such, analysts are -- again -- predicting extremely robust growth.
Ciena has a recent history of not only hitting that mark but also beating the consensus estimates of those prognosticators. This, however, didn't help its stock rise after the previous earnings report. Here's what might get the shares to defy gravity this time around.
Image source: The Motley Fool.
Double- and triple-digit growthCiena is scheduled to publish its fiscal 2026 third-quarter results and host a conference call to discuss them before market open on Thursday. It'll be broadcasting to an investment community that continues to expect much from the company.
The consensus analyst revenue estimate for the quarter is $1.64 billion. That's a robust 34% above the same period of 2025, although it sits at nearly the midpoint of the company's guidance range of almost $1.58 billion to nearly $1.68 billion.
A higher bar for Ciena to clear will be net income not in accordance with generally accepted accounting principles (non-GAAP, or adjusted). This is expected to soar by 158% -- wow! -- to $1.73 per share. The company hasn't provided guidance for this metric.
Ciena is quite the grizzled veteran in the optical networking components niche. The current boom in its business is driven by products that enable extremely high-speed data transfers, which are crucial for resource-intensive AI capabilities.
That explains the rosy third-quarter projections from both analysts and company management. Yet the gap between revenue and adjusted profitability growth is striking.
This is based on recent history; Ciena has done an effective job of designing increasingly more cost-effective products. It's also enacted strategic price increases from time to time, which isn't a challenge in such a demand-heavy environment. Another factor at work is Ciena's shift toward more state-of-the-art, premium products with relatively high price tags.
The company's GAAP gross margins tell the tale. Over the past five quarters, they've risen steadily but surely, from 40.2% in the second frame of fiscal 2025 to 44% in the same period of 2026.
Fall from graceI need to emphasize that after Ciena reported its latest earnings (for the fiscal second quarter) in early June, it was hit by an aggressive sell-off by investors. Its stock still hasn't come close to recovering from this.
That's usually not what happens when a company posts a beat-and-raise quarter marked by skyrocketing growth in core fundamentals.
To me, that sharply negative reaction was due to two factors. One was the extreme run-up in the company's shares, which had risen 165% year-to-date as of the day before the earnings release. At that point, it became clear to many that the company was a star pick-and-shovel play on the AI revolution. Investor expectations, then, were sky-high, to the point that only an absolute blowout of a quarter would have sustained that momentum.
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Major factor No. 2 was the performance of Broadcom (AVGO -1.93%), a bellwether for AI adoption (as it's the top designer of custom AI chips favored by many prominent developers). Broadcom reported its own fiscal second-quarter figures a mere two days before Ciena, and the dynamic was similar. A sustained stock rally had left Broadcom richly priced, and despite record results, powerful growth, and meaty margins its stock tumbled. In retrospect, nothing short of a real stunner on the upside was likely to push it higher.
A more forgiving market?So the good news for Ciena is that the pressure has eased since those peak share price days (and I mean that, as its equity hit a more than 25-year high before the offending second-quarter release). At this point, folks are looking for good reasons to believe in the stock again.
I think the company will deliver. After all, it notched earnings beats on lofty analyst estimates in all four of its trailing quarters. And it's not like demand for crucial AI components is fading at all; in fact, the opposite is true. I believe many investors will be looking for yet another raise in guidance, either of the quarterly or (preferably) the annual variety. This has become habitual, too, and the stock might sink if this doesn't occur.
I'm cautiously optimistic here. I think investors won't be as demanding of Ciena as they were in the run-up to the second-quarter print, and its shares will see a lift. However, the company will have to post yet another impressive performance; no matter how strong a business or how favorable its environment, that's never an easy accomplishment.
Keurig Dr Pepper prodá svůj podíl v Chobani zpět výrobci jogurtů za 800 milionů USD. Součástí dohody je i závod a sklad v Allentownu za 125 milionů USD.
Keurig Dr Pepper (KDP.O) said on Tuesday it would sell its investment in Chobani back to the yogurt maker for $925 million, as the beverage company reshapes its business following its acquisition of JDE Peet's.
Here are some details:
Keurig will sell its entire equity stake in Chobani for $800 million, and a manufacturing facility and warehouse in Allentown, Pennsylvania, for $125 million.
The company has been reshaping its portfolio since its $18 billion acquisition of Dutch coffee and tea maker JDE Peet's in April.
It is also preparing to separate its coffee and beverage operations into two publicly traded U.S. companies.
Chobani said it would invest about $1.2 billion over the next five years in the facility, as it seeks to create milk with more protein and less sugar than traditional milk.
Last month, Keurig Dr Pepper maintained its annual forecasts after strong demand for its soda and energy drink brands helped it beat second-quarter sales and profit estimates.
Weatherford dokončil akvizici NCS Multistage, čímž posílil portfolio dokončovacích prací a rozšířil své schopnosti v oblasti diagnostiky rezervoárů a řešení pro výkon vrtů. Akcie NCS Multistage přestaly být obchodovány a budou staženy z NASDAQu.
HOUSTON, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Weatherford International plc (NASDAQ: WFRD) (“Weatherford” or the “Company”) today announced the completion of its previously announced acquisition of NCS Multistage Holdings, Inc. (“NCS Multistage”), strengthening Weatherford’s completions portfolio and expanding capabilities in reservoir diagnostics and well performance solutions.
As previously announced, NCS Multistage stockholders received either (i) 0.554 shares of Weatherford ordinary shares (the “Share Consideration”), or (ii) a combination of 0.239 Weatherford ordinary shares and a cash amount equal to 0.137 Weatherford ordinary shares, subject to proration and certain limitations and adjustments (the “Mixed Consideration”). NCS Multistage common stock has ceased trading and will no longer be listed on the NASDAQ.
The acquisition brings together complementary technologies, expertise, and services that further strengthen Weatherford's ability to support customers across the complete well lifecycle. NCS Multistage's completions and reservoir diagnostics capabilities enhance Weatherford's existing portfolio across well construction, completions, production optimization, and intervention, while accelerating the global deployment of NCS technologies through Weatherford's extensive market presence. The combination also strengthens Weatherford's position in North America and supports a more agile operating model designed to streamline decision-making, enhance execution, and create greater value for customers, employees, and shareholders.
Girish Saligram, Weatherford’s President and Chief Executive Officer, commented, “The completion of this acquisition marks another important step in advancing our strategy and strengthening the differentiated value we bring to customers. NCS Multistage adds complementary technology, deep completions and reservoir expertise, and a talented team that strengthens our ability to address a broader range of customer challenges across the well lifecycle. We are pleased to welcome the NCS Multistage team to Weatherford and look forward to bringing the strengths of our combined organization to more customers and markets around the world. Our focus now turns to disciplined integration and execution as we work together to improve well performance, maximize asset value, and create sustainable value for our customers and shareholders.”
Advisors
King & Spalding LLP acted as legal counsel to Weatherford, and Baker Botts L.L.P. acted as legal counsel to NCS Multistage. Piper Sandler & Co. served as financial advisor to NCS Multistage.
About Weatherford
Weatherford is a global energy services company that helps customers drill smarter, complete wells more effectively, and maximize production across the entire well lifecycle. With a differentiated portfolio of market-leading solutions, integrated technologies, and a broad global customer footprint across six continents, we blend advanced engineering, digital intelligence, and world-class field expertise to reduce risk, improve performance, and maximize the value of customer assets. Together, we elevate every operation, delivering stronger wells, sharper decisions, and better energy for the world. Visit weatherford.com for more information and connect with us on social media.
About NCS Multistage
NCS Multistage is a leading provider of highly engineered products and support services that facilitate the optimization of oil and natural gas well construction, well completion and field development strategies. NCS Multistage provides products and services primarily to exploration and production companies for use in onshore and offshore wells, predominantly those that have been drilled with horizontal laterals in both unconventional and conventional oil and natural gas formations. NCS Multistage’s products and services are utilized in oil and natural gas basins throughout North America and in selected international markets, including the North Sea, the Middle East and Argentina. Visit ncsmultistage.com for more information.
Forward-Looking Statements
This communication includes statements, which, to the extent they are not statements of historical or present fact, constitute “forward-looking statements” within the meaning of the U.S. Private Securities Litigation Reform Act of 1995. Forward-looking statements, and any related oral statements, can be identified by the use of terms such as “believe,” “project,” “expect,” “anticipate,” “estimate,” “outlook,” “budget,” “intend,” “strategy,” “plan,” “guidance,” “may,” “should,” “could,” “will,” “would,” “will be,” “will continue,” “will likely result,” and similar expressions, although not all forward-looking statements contain these identifying words. These statements include, but are not limited to, statements about the anticipated benefits of the completed transaction between Weatherford and NCS Multistage, including expected synergies, the integration of the parties’ businesses, and plans and expectations for the combined company following completion of the transaction. Such statements are based upon the current beliefs of Weatherford’s and NCS Multistage’s management and are subject to significant risks, assumptions, and uncertainties. Should one or more of these risks or uncertainties materialize, or underlying assumptions prove incorrect, actual results may vary materially from those indicated in our forward-looking statements. Readers are cautioned that forward-looking statements are only estimates and may differ materially from actual future events or results, based on factors including but not limited to risks related to difficulties, inabilities or delays in integrating the parties’ businesses; the ability to realize the anticipated benefits of the completed transaction, including estimated synergies; the potential impact of the announcement or consummation of the completed transaction on Weatherford’s stock price and on the parties’ respective business, contractual and operational relationships; risks related to business disruptions from the completed transaction that may harm the business or current plans and operations of either or both parties, including diversion of management time from ongoing business operations; the risk that the completed transaction and its announcement could have an adverse effect on the ability of either or both parties to hire and retain key personnel; the outcome of any legal proceedings that may be instituted against Weatherford or NCS Multistage, or their respective directors; the possibility that implementing the completed transaction may be more expensive than anticipated, including as a result of unexpected factors or events, or unforeseen or unknown liabilities; Weatherford’s ability to receive, in a timely manner and on satisfactory terms, required shareholder and court approval, and to satisfy the other conditions to the proposed redomestication within the expected timeframe or at all; our ability to realize the expected benefits from the proposed redomestication; the occurrence of difficulties in connection with the redomestication, including any costs related thereto; the risk that the proposed redomestication disrupts current plans and operations; global political, economic and market conditions, political disturbances, war or other global conflicts, terrorist attacks, public health issues such as pandemics, changes in global trade policies, tariffs and sanctions, weak local economic conditions and international currency fluctuations; general global economic repercussions related to U.S. and global inflationary pressures and potential recessionary concerns; as well as the factors and risks described in Weatherford’s Annual Report on Form 10-K for the year ended December 31, 2025 and NCS Multistage’s Annual Report on Form 10-K for the year ended December 31, 2025, and, in each case, in subsequent filings with the U.S. Securities and Exchange Commission. Other unpredictable factors not discussed in this communication could also have material adverse effects on forward-looking statements. You should not place undue reliance on any of Weatherford’s or NCS Multistage’s forward-looking statements. Any forward-looking statement speaks only as of the date on which such statement is made, and Weatherford and NCS Multistage undertake no obligation to correct or update any forward-looking statement, whether as a result of new information, future events or otherwise, except as required by applicable law, and we caution you not to rely on them unduly.
For Investors:
Luke Lemoine
Weatherford Investor Relations
+1 713-836-7777 [email protected]
Zcash’s privacy features just got a significant security upgrade. Vizorwallet has confirmed that it successfully signed a shielded ZEC transaction on a Ledger hardware wallet, marking a milestone for users who want both privacy and cold storage protection for their Zcash holdings.
For years, Ledger’s Zcash support was limited to transparent transactions, essentially treating ZEC like any other public-ledger coin. Now, with a dedicated “Zcash Shielded” app available on select Ledger devices, users can finally keep their private keys offline while still taking advantage of Zcash’s shielded transaction capabilities.
How the integration actually works Rather than building shielded functionality directly into its native Ledger Live interface, the company released a standalone “Zcash Shielded” app that works in combination with compatible third-party wallets.
The Ledger device holds your private keys and handles the signing. A companion wallet, such as Zkool or Vizor, manages the shielded accounts and constructs the transactions. The Ledger never exposes your keys, while the companion wallet never has full custody.
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The shielded app is currently supported on the Nano S Plus, Stax, and Flex devices. Notably absent from that list: the Nano X and Gen5 models, which don’t support the app as of the latest available information.
This architecture supports Zcash’s Orchard and Sapling shielded protocols, the cryptographic frameworks that make private transactions possible on the network.
Vizor’s role in the privacy puzzle Vizorwallet, built by the team behind the popular Keplr wallet, was designed from the ground up with privacy as the default setting. Unlike many Zcash wallets that default to transparent transactions and treat shielding as an opt-in feature, Vizor flips that assumption.
The self-custodial wallet offers multi-account support and has already integrated with Keystone hardware wallets. But Ledger compatibility had been a sticking point, with earlier constraints preventing the signing of shielded ZEC transactions on Ledger devices.
The successful signing of a shielded transaction on a Ledger, announced by Vizorwallet, suggests the technical integration between the two platforms has reached a functional state. This gives Vizor users a second hardware wallet option for securing their shielded ZEC, alongside the existing Keystone support.
Zkool Wallet has also served as a primary companion app for managing shielded accounts on Ledger devices, with comprehensive guides available for users navigating the setup process.
Why shielded transactions matter Zcash offers both transparent transactions, which work just like Bitcoin, and shielded transactions, which use zero-knowledge proofs to encrypt transaction details while still allowing the network to verify their validity.
Approximately 26% of ZEC’s total supply currently sits in shielded pools, suggesting a meaningful and growing portion of the user base actively values the privacy features that differentiate Zcash from other assets.
The Ironwood update, also known as NU6.3, brought enhancements that improved the protocols underlying shielded transactions. Prior to updates rolled out around September 2025, Ledger’s Zcash capabilities were restricted to transparent transactions, with only limited deshielding support added later.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
PriceSmart oznámila, že hospodářské výsledky za 4. čtvrtletí fiskálního roku 2026 zveřejní 26. října 2026 po uzavření trhu. V srpnu otevřela v Kostarice desátý warehouse club a celkem provozuje 58 klubů.
, /PRNewswire/ -- PriceSmart, Inc. ("PriceSmart" or the "Company") (NASDAQ: PSMT) plans to release financial results for the fourth quarter of fiscal year 2026 on Monday, October 26, 2026, after the market closes. PriceSmart management will host a conference call at 12:00 p.m. Eastern time (9:00 a.m. Pacific time) on Tuesday, October 27, 2026, to discuss the financial results. Individuals interested in participating in the conference call may do so by dialing toll free +1 (833) 461-5787 for domestic callers or +1 (626) 884-3620 for international callers. Callers must then enter the passcode 419 902 549 on their keypad and ask to join the PriceSmart earnings call. A digital replay will be available shortly following the conclusion of the call through Tuesday, November 3, 2026, by dialing +1 (833) 309-1852 for domestic callers or +1 (929) 828-5978 for international callers and entering replay passcode 419 902 549.
New Club Opening
The Company opened its tenth warehouse club in Costa Rica in August 2026. The new warehouse club occupies a six-acre site in Ciudad Quesada, approximately 47 miles northwest of the nearest club in the capital of San Jose and features a sales floor spanning approximately 42,000 square feet. The club incorporates several sustainable design features, including energy-efficient LED lighting, a CO2-based cooling system, high-efficiency mechanical equipment designed to reduce water and energy consumption, and an on-site wastewater treatment plant. This club is in the northern zone of Costa Rica which is outside the greater metropolitan area of San José, and the Company is encouraged by its initial reception. The Company now operates 58 warehouse clubs in total.
About PriceSmart
PriceSmart, headquartered in San Diego, owns and operates U.S.-style membership shopping warehouse clubs in Latin America and the Caribbean, selling high-quality merchandise and services at low prices to PriceSmart Members. PriceSmart operates 58 warehouse clubs in 12 countries and one U.S. territory (ten each in Colombia and Costa Rica; seven each in Panama and Guatemala; six in Dominican Republic; four each in Trinidad and El Salvador; three in Honduras; two each in Nicaragua and Jamaica; and one each in Aruba, Barbados and the United States Virgin Islands). In addition, the Company plans to open one new warehouse club in each of Montego Bay and South Camp Road (Kingston), Jamaica in October 2026 and winter of 2026-27, respectively, one warehouse club in Villa Nueva, Guatemala in the winter of 2027, one warehouse club in Santo Tomas de Santo Domingo (Heredia), Costa Rica in the spring of 2027, and one warehouse club in Comuna Las Condes, Santiago, Chile in the spring of 2027. Once these five new clubs are open, the Company will operate 63 warehouse clubs.
This press release may contain forward-looking statements concerning PriceSmart, Inc.'s ("PriceSmart", the "Company" or "we") anticipated future revenues and earnings, adequacy of future cash flows, future dividends, omni-channel initiatives, proposed warehouse club and distribution center openings, the Company's performance relative to competitors and related matters. These forward-looking statements include, but are not limited to, statements containing the words "expect," "believe," "will," "may," "should," "project," "estimate," "anticipated," "scheduled," "intend," and like expressions, and the negative thereof. These statements are subject to risks and uncertainties that could cause actual results to differ materially including, but not limited to: various political, economic and compliance risks associated with our international operations, including the effects of tariffs and/or international trade wars and disruptions to remittances, adverse changes in economic conditions in our markets, natural disasters, volatility in currency exchange rates and illiquidity of certain local currencies in our markets, competition, consumer and small business spending patterns, political instability, increased costs associated with the integration of online commerce with our traditional business, whether the Company can successfully execute strategic initiatives, including the timely opening of our announced warehouse clubs, our reliance on third party service providers, including those who support transaction and payment processing, data security and other technology services, cybersecurity breaches that could cause disruptions in our systems or jeopardize the security of Member, employee or business information, cost increases from product and service providers, interruption of supply chains, exposure to product liability claims and product recalls, recoverability of moneys owed to PriceSmart from governments, and other important factors discussed in the Risk Factors section of the Company's most recent Annual Report on Form 10-K, and other factors discussed from time to time in other filings with the SEC, which are accessible on the SEC's website at www.sec.gov, including Quarterly Reports on Form 10-Q and Current Reports on Form 8-K. Forward-looking statements speak only as of the date that they are made, and the Company does not undertake to update them, except as required by law. In addition, these risks are not the only risks that the Company faces. The Company could also be affected by additional factors that apply to all companies operating globally and in the U.S., as well as other risks that are not presently known to the Company or that the Company considers to be immaterial.
For further information, please contact Investor Relations (858) 404-8826 or send an email to [email protected].
Sprinklr, Inc. (NYSE:CXM) will release its second earnings report before the opening bell on Wednesday, Sept. 2.
Analysts expect the New York-based company to report quarterly earnings of 10 cents per share, down from 13 cents per share in the year-ago period. The consensus estimate for Sprinklr’s quarterly revenue is $214.44 million. It reported $212.04 million last year, according to Benzinga Pro.
On Aug. 13, Sprinklr named Jordi Ribas to its board of directors.
Sprinklr shares gained 0.6% to close at $8.21 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Citigroup analyst Tyler Radke maintained a Neutral rating and cut the price target from $7 to $6 on June 4, 2026. This analyst has an accuracy rate of 70%. DA Davidson analyst Clark Wright maintained a Neutral rating and lowered the price target from $6.25 to $6 on June 4, 2026. This analyst has an accuracy rate of 70%. Rosenblatt analyst Catharine Trebnick maintained a Buy rating and cut the price target from $12 to $8.5 on June 4, 2026. This analyst has an accuracy rate of 75%. Morgan Stanley analyst Elizabeth Porter maintained an Equal-Weight rating and cut the price target from $10 to $7 on March 16, 2026. This analyst has an accuracy rate of 52%. Citizens analyst Patrick Walravens maintained a Market Outperform rating and slashed the price target from $17 to $11 on March 12, 2026. This analyst has an accuracy rate of 59%. Trending
Considering buying CXM stock? Here’s what analysts think:
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Gaming and Leisure Properties schválila čtvrtletní dividendu 0,82 USD na akcii za 3. čtvrtletí 2026. Na roční bázi to při ceně 42,07 USD znamená výnos 7,8 %.
WYOMISSING, Pa., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Gaming and Leisure Properties, Inc. (NASDAQ: GLPI) (“GLPI” or the “Company”), announced today that on August 31, the Company’s Board of Directors declared the third quarter 2026 cash dividend of $0.82 per share of its common stock. The dividend is payable on September 25, 2026 to shareholders of record on September 11, 2026. Based on GLPI’s closing share price of $42.07 on August 31, the current dividend, on an annualized basis, reflects a yield of 7.8%. The third quarter 2025 cash dividend was $0.78 per share of the Company’s common stock.
While the Company intends to pay regular quarterly cash dividends for the foreseeable future, all subsequent dividends will be reviewed quarterly and declared by the Board of Directors at its discretion.
About Gaming and Leisure Properties
GLPI is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including our expectations regarding the payment of future cash dividends. Forward-looking statements can be identified by the use of forward-looking terminology such as “expects,” “believes,” “estimates,” “intends,” “may,” “will,” “should” or “anticipates” or the negative or other variation of these or similar words, or by discussions of future events, strategies or risks and uncertainties. Such forward-looking statements are inherently subject to risks, uncertainties and assumptions about GLPI and its subsidiaries, including risks related to the following: the potential negative impact of inflation on our tenants' operations; the availability of and the ability to identify suitable and attractive acquisition and development opportunities and the ability to acquire and lease those properties on favorable terms; the ability to receive, or delays in obtaining, the regulatory approvals required to own and/or operate its properties, or other delays or impediments to completing acquisitions or projects; the effect of pandemics, such as COVID-19, on GLPI as a result of the impact such pandemics may have on the business operations of GLPI’s tenants and their continued ability to pay rent in a timely manner or at all; GLPI's ability to maintain its status as a REIT; our ability to access capital through debt and equity markets in amounts and at rates and costs acceptable to GLPI; the impact of our substantial indebtedness on our future operations; changes in the U.S. tax law and other state, federal or local laws, whether or not specific to REITs or to the gaming or lodging industries; and other factors described in GLPI’s Annual Report on Form 10-K for the year ended December 31, 2025, Quarterly Reports on Form 10-Q and current Reports on Form 8-K, each as filed with the Securities and Exchange Commission. All subsequent written and oral forward-looking statements attributable to GLPI or persons acting on GLPI’s behalf are expressly qualified in their entirety by the cautionary statements included in this press release. GLPI undertakes no obligation to publicly update or revise any forward-looking statements contained or incorporated by reference herein, whether as a result of new information, future events or otherwise, except as required by law. In light of these risks, uncertainties and assumptions, the forward-looking events discussed in this press release may not occur as presented or at all.
UNI vzrostl téměř o 10 % po rekordním objemu obchodů na Robinhood Chain, kde Uniswap zachytil 76 % z denního objemu 1,49 miliardy USD. Za deset dní také spálil přes 300 000 USD v UNI.
Uniswap price rose nearly 10% on September 1, reaching $5.68, significantly outperforming a flat-to-down broader market, primarily driven by a surge in real utility from Robinhood Chain’s explosive DEX volume. The move lifted UNI’s weekly gain near 35%, while its market capitalization approached $3.57 billion.
UNI’s 24-hour trading volume exceeded $599 million, confirming that the price increase arrived with substantial market participation. Bitcoin price slipped 0.6% near $78,031, while Ethereum added 0.44% to trade around $2,451. XRP declined about 0.7% near $1.38, highlighting UNI’s sharp relative strength during a mixed market session.
Why is Uniswap Price Up Today? Uniswap price surged due to record trading activity on Robinhood Chain, where the protocol captured most decentralized exchange volume.
Chain Robinhood had 1.49 billion in daily DEX volume, out of which Uniswap managed 76 percent.
The announcement raised the bar of expectations on higher protocol fees and solidified the token-burn story that Uniswap is building.
The volume of DEXes had hit a record high on August 30, with network activity nearing records.
Uniswap v4 added to the session by adding $432 million, and v3 added another 357 million.
Daily transactions also hit a record high of 5.52 million, indicating that it has wider demand throughout the network.
DEX daily volume About six weeks later, Uniswap helped to execute approximately 1.5 billion tokenized stock trades on Robinhood Chain. That growth provides the protocol with increasing access to 24/7 markets of tokenized traditional assets.
UNI on Robinhood Chain The Uniswap v4 also collected a record 25 million weekly fees, including 21M in fees by Robinhood Chain.
Ether also contributed 1.5 million, with Base contributing 1.3 million within the same time.
More than 60% of weekly real-world asset DEX volume passed through Uniswap, rising from 40% previously. The growth of Robinhood Chain is perhaps the most evident trigger that has helped UNI to progress.
Higher Fees Support UNI Burns Increasing trading activity is important as Uniswap now connects protocol revenue to repeat UNI purchases and burns. In July, governance was enabled on Robinhood Chain which is a system already running on multiple networks.
Fees are deposited to the TokenJar contracts prior to searchers taking them by offering UNI in order to be permanently removed out of circulation. This design transforms expansion of trading into less token supply, which makes UNI have a more distinct economic relationship to protocol usage.
Uniswap is quietly burning $UNI.
Trong 10 ngày qua, Uniswap đã hủy hơn $300K giá trị $UNI.
Theo Messari, tổng lượng UNI bị hủy hiện tương đương khoảng $160M.$UNI +19.26% trong lúc câu chuyện burn lại được chú ý. 👀
Uniswap burned over $300,000 worth of UNI in ten days, lifting total burns near $160 million. The investor reinvestment in UNI rose by 19.26% as investors reviewed the long-term tokenomics of the mechanism on future supply.
These numbers enhanced anticipations that would carry on the Robinhood activity that could facilitate additional supply cuts.
Can Uniswap Price Rally Continue? UNI price trades around $5.75 after a four-hour extension of its recovery to the significant $6.00 resistance area.
The four-hour RSI is 76, which means that the UNI is overbought after the latest rise.
Source: TradingView The MACD is also bullish at 0.276 and it is above its signal line of 0.219. Meanwhile, the positive 0.057 histogram indicates that there is still an active upward momentum.
The immediate support is at $5.50, then $5.20, and the psychological $ 5.00 level. An established high of over $6.00 may push up to $6.50 until the future Uniswap outlook breaks through the big resistance of $7.00.
AST SpaceMobile za poslední měsíc klesla asi o 15 % po zklamání z výsledků za 2. čtvrtletí a obavách z závislosti na externích nosičích. Upravená ztráta činila 35 centů na akcii a výnosy 31,52 milionu USD, obojí pod odhady.
AST SpaceMobile Inc. (NASDAQ:ASTS) is down approximately 15% over the past month and fell over 2% on Tuesday, after a stretch that included second-quarter earnings and concerns over its reliance on third-party launch providers.
AST SpaceMobile stock is trending lower. Why is ASTS stock trading lower? Q2 Misses Estimates, Reaffirms FY Revenue OutlookAST SpaceMobile reported an adjusted loss of 35 cents per share on August 10, missing the consensus estimate of a loss of 28 cents, while revenue of $31.52 million also missed the $34.977 million consensus estimate. Revenue backlog increased to approximately $1.3 billion in aggregate contracted revenue spanning commercial partners and U.S. government contract awards.
The company reaffirmed its fiscal-year revenue outlook of between $150 million and $200 million, versus the $168.87 million consensus estimate.
The SpaceX Launch ConcernShares fell on August 26 after SpaceX announced structural changes to its launch operations, raising concerns given AST SpaceMobile’s dependence on third-party rockets. In a post on X, SpaceX’s VP of Launch, Kiko Dontchev, confirmed that a mission from Cape Canaveral’s Pad 40 was the last planned Falcon 9 Starlink launch from Florida, saying future Starlink missions from Florida would shift to Starship instead. AST SpaceMobile has relied primarily on Falcon 9 for its BlueBird satellite launches since a Blue Origin New Glenn rocket carrying its BlueBird 7 satellite was destroyed in a launchpad failure in late May.
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AST SpaceMobile Shares Tumble LowerASTS Price Action: At the time of publication, AST SpaceMobile shares are trading 2.96% lower at $57.35, according to data from Benzinga Pro.
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Čínská automobilka NIO zveřejnila výsledky hospodaření za druhý kvartál roku 2026. Tržby zaznamenaly meziroční růst o 69,1 % na 32,14 mld. CNY (4,74 mld. USD), zůstaly ale pod odhady trhu. Společnost se sice udržela v očištěném zisku, výhled na třetí kvartál nicméně zaostal za konsensem jak u tržeb, tak u dodávek.
Výsledky společnosti NIO (NIO) za 2Q 2026 2Q 2026 Konsensus 2Q 2026 2Q 2025 Tržby (mld. CNY) 32,14 33,36 19,01 Čistý zisk (mld. CNY) -0,53 -- -4,99 Očištěný zisk na depozitní certifikát*(EPS, CNY/certifikát) 0,01 -0,22 -1,85 *jeden americký depozitní certifikát odpovídá 1 akcii.
Výsledky Celkové tržby společnosti ve 2Q zaznamenaly meziroční růst o 69,1 % na 32,14 mld. CNY (4,74 mld. USD). Konsensus přitom počítal s 33,36 mld. CNY.
Tržby z prodeje vozů vzrostly meziročně o 80,1 % na 29,06 mld. CNY (4,28 mld. USD) při konsensu 29,83 mld. CNY. Ostatní tržby vzrostly meziročně o 7,2 % na 3,08 mld. CNY (453,7 mil. USD).
Hrubý zisk meziročně vzrostl o 211,3 % na 5,91 mld. CNY (870,5 mil. USD). Hrubá marže byla meziročně o 8,4 p. b. vyšší, když dosáhla 18,4 %. Očekávalo se 17,7 %.
Marže u vozidel dosáhla 18,5 % při očekávání 17,6 %. Tato marže vzrostla meziročně o 8,2 p. b.
Provozní ztráta činila 347,2 mil. CNY (51,2 mil. USD) v porovnání s provozní ztrátou 4,91 mld. CNY ve 2Q 2025. Očištěný provozní zisk dosáhl 206,9 mil. CNY (30,5 mil. USD) oproti očištěné provozní ztrátě 4,04 mld. CNY před rokem.
Náklady na výzkum a vývoj klesly meziročně o 28,7 % na 2,14 mld. CNY (316,1 mil. USD) při konsensu 2,37 mld. CNY.
Společnost ve druhém kvartále dodala 107 658 vozů, tedy o 49,4 % meziročně více. Trh přitom čekal 111 501 vozů. Z toho připadlo 60 945 vozů na značku NIO, 29 124 na ONVO a 17 589 na FIREFLY.
Hotovost a peněžní ekvivalenty, vázaná hotovost, krátkodobé investice a dlouhodobé termínované vklady činily k 30. červnu 2026 celkem 56,7 mld. CNY (8,4 mld. USD).
Výhled NIO ve třetím kvartále roku 2026 očekává:
Tržby v rozmezí 33,285 až 34,051 mld. CNY (4,906 až 5,019 mld. USD), což by znamenalo meziroční růst o 52,7 % až 56,2 %. Wall Street očekávala 35,58 mld. CNY. Dodávky 108 až 111 tis. vozů, tedy meziroční nárůst o 24,0 % až 27,5 %. Trh projektoval 123 449 vozů. Komentář vedení „Ve druhém kvartále roku 2026 společnost dodala 107 658 chytrých elektromobilů, což představuje meziroční nárůst o 49,4 %. Všechny tři značky — NIO, ONVO a FIREFLY — dosáhly růstu jak v objemu prodejů, tak v průměrné transakční ceně. Ve třetím kvartále očekáváme celkové dodávky v rozmezí 108 000 až 111 000 vozů, což by znamenalo meziroční nárůst o 24,0 % až 27,5 %," uvedl zakladatel, předseda představenstva a generální ředitel William Bin Li.
„Ve druhém kvartále roku 2026 společnost dále zlepšila celkovou kvalitu svého provozu. Díky silným prodejům modelů s vyšší marží a pokračující optimalizaci nákladové struktury se nám i přes rostoucí nákladové tlaky podařilo udržet zdravou hrubou marži i marži u vozidel. K ziskovosti nadále přispívaly služby a byznys spojený s komunitou. Společnost si v kvartále udržela kladný očištěný provozní zisk, dále navýšila hotovostní rezervy a posílila svou finanční pozici na podporu dlouhodobého a udržitelného rozvoje," uvedl finanční ředitel Stanley Yu Qu. „Díky našim solidním a komplexním systematickým schopnostem a jasné obchodní strategii jsme přesvědčeni, že naplníme své celoroční provozní cíle a doručíme kvalitní růst."
Akcie NIO Americké depozitní certifikáty (ADR) společnosti NIO obchodované na burze NYSE v předburzovní fázi obchodování oslabují o 2,84 % na 4,11 USD.
NIO (NIO) před výsledky na 4,23 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 10,6 P/E -- Vývoj za letošní rok (%) -17,1 Očekávané P/E -- 52týdenní minimum (USD) 4,2 Prům. cílová cena (USD) 7,0 52týdenní maximum (USD) 8,0 Dividendový výnos (%) -- Zdroj: NIO, Bloomberg
GAITHERSBURG, Md., Sept. 01, 2026 (GLOBE NEWSWIRE) -- Emergent BioSolutions Inc. (NYSE: EBS) today announced a contract modification valued at approximately $24 million from the Biomedical Advanced Research and Development Authority (BARDA), part of the Administration for Strategic Preparedness and Response (ASPR) within the U.S. Department of Health and Human Services (HHS), to supply CYFENDUS® (Anthrax Vaccine Adsorbed, Adjuvanted) for anthrax preparedness efforts. Anthrax remains a significant global biological threat due to its potential use in a bioterrorism event and its implications for public health and national security.
“This newly executed CYFENDUS® contract modification with the U.S. government highlights the continued importance of maintaining readiness against anthrax threats,” said Paul Williams, senior vice president, head of products business, global government & public affairs at Emergent. “Emergent remains committed to ensuring access to CYFENDUS® and strengthening preparedness through reliable domestic manufacturing and supply.”
CYFENDUS® was approved by the U.S. Food and Drug Administration in July 2023 as a two-dose anthrax vaccine for post-exposure prophylaxis use in individuals 18 through 65 years of age when given with recommended antibacterial drugs. A recent NEJM Evidence study by Tillman et al. examines the use of the CYFENDUS® vaccine for post-exposure prophylaxis following anthrax exposures in Wyoming, further reinforcing the importance of maintaining preparedness capabilities and access to effective medical countermeasures against this high-consequence biological threat.1
This award builds on Emergent’s work with the U.S. government to support anthrax preparedness. Earlier this year, Emergent announced a delivery order valued at up to $21.5 million to supply BioThrax® (Anthrax Vaccine Adsorbed) to the U.S. Department of War.
This project has been funded in whole or in part with federal funds from the U.S. Department of Health and Human Services, Administration for Strategic Preparedness and Response, Biomedical Advanced Research and Development Authority, under Contract No. HHSO100201600030C.
About CYFENDUS® (Anthrax Vaccine Adsorbed, Adjuvanted)
Indication
CYFENDUS® (Anthrax Vaccine Absorbed, Adjuvanted) is a vaccine indicated for post-exposure prophylaxis of anthrax disease following suspected or confirmed exposure to Bacillus anthracis in persons 18 through 65 years of age when given with recommended antibacterial drugs. The efficacy of CYFENDUS® vaccine for post-exposure prophylaxis (PEP) is based solely on studies in animal models of inhalational anthrax.
Important Safety Information
Contraindication: Do not administer CYFENDUS® to individuals with a history of a severe allergic reaction (e.g., anaphylaxis) following a previous dose of CYFENDUS®, BioThrax® (a licensed anthrax vaccine with the same active ingredient as CYFENDUS®) or any component of the vaccine.
Warnings and Precautions: Management of Acute Allergic Reactions: Appropriate medical treatment must be available to manage possible anaphylactic reactions following administration of CYFENDUS®. Pregnancy: CYFENDUS® can cause fetal harm when administered to a pregnant individual. In an observational study, there were more birth defects in infants born to individuals vaccinated with BioThrax® (a licensed anthrax vaccine with the same active ingredient as CYFENDUS®) in the first trimester compared to infants born to individuals vaccinated post pregnancy or individuals never vaccinated with BioThrax®.
Adverse Reactions: The most common (≥10%) injection-site adverse reactions reported were tenderness, pain, arm motion limitation, warmth, induration, itching, swelling, and erythema/redness. The most common systemic adverse reactions were muscle aches, tiredness, and headache.
To report Suspected Adverse Reactions, contact Emergent BioSolutions at 1-800-768-2304 or [email protected]; or VAERS at 1-800-822-7967 or www.vaers.hhs.gov.
Please see the Prescribing Information for CYFENDUS® for full safety information.
About BioThrax® (Anthrax Vaccine Adsorbed)
BioThrax® vaccine is indicated for the active immunization for the prevention of disease caused by Bacillus anthracis in persons 18 through 65 years of age. BioThrax® is approved for (1) pre-exposure prophylaxis of disease in persons at high risk of exposure; and (2) post-exposure prophylaxis of disease following suspected or confirmed Bacillus anthracis exposure, when administered in conjunction with recommended antibacterial drugs. The efficacy of BioThrax® for post-exposure prophylaxis is based solely on studies in animal models of inhalational anthrax.
Select Important Safety Information
Contraindication: Severe allergic reaction (e.g., anaphylaxis) after a previous dose of BioThrax® or a component of the vaccine. Warnings and Precautions: Latex: The stopper of the vial contains natural rubber latex and may cause allergic reactions in latex sensitive individuals. Pregnancy: Avoid use in pregnancy unless the potential benefit outweighs the potential risk to the fetus. Adverse Reactions: The most common (>10%) local (injection-site) adverse reactions observed in clinical studies were tenderness, pain, erythema, edema, and arm motion limitation. The most common (≥5%) systemic adverse reactions were muscle aches, fatigue, and headache.
Please see the full Prescribing Information for BioThrax® for additional safety information.
About Emergent BioSolutions
At Emergent, our mission is to protect and save lives. For over 25 years, we’ve been at work preparing those entrusted with protecting public health. We deliver protective and life-saving solutions for health threats like smallpox, mpox, botulism, Ebola, anthrax and opioid overdose emergencies. To learn more about how we help prepare communities around the world for today’s health challenges and tomorrow’s threats, visit our website and follow us on LinkedIn, X, Instagram, Apple Podcasts and Spotify.
Safe Harbor Statement
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, including statements regarding the expected timing for delivery of the CYFENDUS® vaccine and Emergent’s ability to increase inventories of CYFENDUS® vaccine to meet requested levels within specified time frames, are forward-looking statements. We generally identify forward-looking statements by using words like “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “forecast,” “goal,” “intend,” “may,” “plan,” “should,” “will,” “would,” and similar expressions or variations thereof, or the negative thereof, but these terms are not the exclusive means of identifying such statements. Forward-looking statements are based on our current intentions, beliefs, and expectations regarding future events based on information that is currently available. We cannot guarantee that any forward-looking statement will be accurate. Readers should realize that if underlying assumptions prove inaccurate or if known or unknown risks or uncertainties materialize, actual results could differ materially from our expectations. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statement. Any forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake to update any forward-looking statement to reflect new information, events, or circumstances. Readers should consider this cautionary statement, as well as the risk factors identified in our periodic reports filed with the U.S. Securities and Exchange Commission, when evaluating our forward-looking statements.
Investor Contact:
Richard S. Lindahl
Executive Vice President, CFO [email protected]
Media Contact:
Assal Hellmer
Vice President, Communications [email protected]
1Tillman, C., Waranius, B. N., Van Houten, C., & Harrist, A. (2026). Cyfendus for Postexposure Prophylaxis after Inhalation Anthrax Exposures in Wyoming. NEJM Evidence, 5(7), EVIDpha2600122. doi.org.
Intuitive Machines získala zakázku na stavbu dvou platforem IM 300 pro nového, nezveřejněného zákazníka. Podle firmy jde o potvrzení poptávky po modulárních satelitních platformách s rychlým dodáním.
HOUSTON, Sept. 01, 2026 (GLOBE NEWSWIRE) -- Intuitive Machines, Inc. (Nasdaq: LUNR) ("Intuitive Machines," and together with its subsidiaries, the "Company"), a leading space technology, infrastructure, and services company, announced today that it has been awarded a contract to build two IM 300™ series platforms for a new, undisclosed customer.
Rendering of the IM 300™ Platform
The award marks the addition of a new market segment of customers for the IM 300 base and reflects continued demand for spacecraft platforms that can be configured to a specific mission and delivered on compressed timelines.
“This contract demonstrates that the IM 300 can serve multiple missions with various customers. The modularity of the IM 300 enabled us to scale its capability to support a heavier, higher-power payload class," said Chris Johnson, President of Intuitive Machines Space Systems.
A platform built for mission flexibility
The IM 300 is the proliferated platform in the Company's satellite product line and is engineered around a modular architecture that allows the same core bus to support substantially different payloads and mission profiles.
Platform capabilities include:
Proliferated-architecture ready. Low unit mass allows multiple spacecraft to be manifested on a single launch, lowering the cost of deploying and replenishing a constellation.High power in a lightweight structure. The IM 300 is designed to carry a relatively heavy payload on a low-mass bus, with power capability at the top of its class.Scalable payload accommodation. Standardized interfaces support commercial, civil, and national security payloads across all mission sets.Optical and RF crosslinks. The platform supports both optical and radio frequency inter-satellite links, enabling operation as a networked constellation node rather than a standalone asset.Configurable propulsion. Customers can select chemical or electric propulsion depending on orbit, maneuvering requirements, and mission duration. Manufactured at rate
The IM 300 is produced at the Company's high-volume satellite production facility in Palo Alto, California, which was purpose-built for serial spacecraft manufacturing rather than one-off builds. That infrastructure, combined with a qualified supplier base, is what allows Intuitive Machines to accept new orders without disrupting existing customer schedules.
About Intuitive Machines
Intuitive Machines is a next-generation space infrastructure company delivering integrated capabilities across spacecraft manufacturing, communications, networks, mission operations, and ground infrastructure to build, connect, and operate systems across Earth orbit, cislunar space, and deep space. Serving commercial, civil, and national security customers, Intuitive Machines is focused on enabling resilient, scalable infrastructure for sustained operations in space.
Forward-Looking Statements
This press release includes “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. These statements that do not relate to matters of historical fact should be considered forward looking. These forward-looking statements generally are identified by the words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “may,” “might,” “plan,” “possible,” “potential,” “predict,” “project,” “should,” “strive,” “would,” “strategy,” “outlook,” the negative of these words or other similar expressions, but the absence of these words does not mean that a statement is not forward-looking. These forward-looking statements include but are not limited to statements regarding: our expectations and plans relating to our lunar missions and satellites, including the expected timing of building our satellites and landers, launch and our progress in preparation thereof; our expectations with respect to, among other things, demand for our product portfolio, our submission of bids for contracts; our expectations regarding revenue for government and commercial contracts awarded to us; our operations, including our performance on future lunar missions, our financial performance and our industry; our business strategy, business plan, and plans to drive long-term sustainable shareholder value; information regarding our expectations on revenue generation and cash. These forward-looking statements reflect the Company’s predictions, projections, or expectations based upon currently available information and data. Our actual results, performance or achievements may differ materially from those expressed or implied by the forward-looking statements, and you are cautioned not to place undue reliance on these forward-looking statements. The following important factors and uncertainties, among others, could cause actual outcomes or results to differ materially from those indicated by the forward-looking statements in this press release: our factors detailed under the section titled Part I, Item 1A. Risk Factors of our Annual Report on Form 10-K filed with the Securities and Exchange Commission (the “SEC”), the section titled Part I, Item 2, Management’s Discussion and Analysis of Financial Condition and Results of Operations and the section titled Part II. Item 1A. “Risk Factors” in our most recently filed Quarterly Report on Form 10-Q, and in our subsequent filings with the SEC, which are accessible on the SEC's website at www.sec.gov.
Personalis holders receive Tempus shares worth $16.25 each under the pending merger Summary
Piper cited the Personalis MRD platform, a positive INTerpath-001 readout, and FDA approval of the tumor-only xT CDx test.
Tempus AI TEM rose 2.46% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $76 from $56. The firm had held a Neutral rating on the view that the valuation was tracking AI sentiment rather than the diagnostics and data businesses underneath it.
Piper pointed to three drivers: the tumor-informed minimal residual disease platform Tempus picks up through the pending Personalis acquisition, a positive readout from the INTerpath-001 study, and FDA approval of the tumor-only xT CDx test, which the firm said clears a hurdle toward unified ADLT pricing. Piper said the xF product could follow in the second half of 2027.
The S-4 filed August 31 lays out the terms. The deal values each Personalis share at $16.25, paid in Tempus Class A stock at a ratio set against the Tempus share price, with Tempus able to elect cash for up to half the shares. Canaccord Genuity reiterated Buy at $80 after the filing.
Disclosures I/we have no positions in any stocks mentioned, and have no plans to buy any new positions in the stocks mentioned within the next 72 hours.
Solana AMM Aquifer přišel při exploitu zhruba o 2,5 milionu USD a nabízí útočníkovi 20% bounty za vrácení většiny prostředků. Podle projektu šlo o kompromitované peněženky na Solaně i Ethereu.
Solana-based automated market maker Aquifer has lost roughly $2.5 million in an exploit involving wallets on Solana and Ethereum, with the protocol offering the attacker a 20% bounty for returning most of the funds.
Summary
Solana based AMM Aquifer lost roughly $2.5 million in an exploit involving attacker addresses on Solana and Ethereum. Aquifer offered the attacker a 20% whitehat bounty if at least 80% of the assets are returned by Sept. 3. The exact point of compromise remains unclear, with no technical post mortem yet establishing how access to the affected wallets was obtained. Available information has not established that Aquifer’s smart contracts were exploited, leaving compromised wallet access as the main focus of the incident so far. Blockchain security monitoring service Defimon reported the attack on Aug. 31, identifying separate Solana and Ethereum addresses controlled by the suspected exploiter. Aquifer later sent an on-chain whitehat offer seeking the return of at least 80% of the assets linked to the incident.
The offer gives the attacker until Sept. 3 at 14:00 UTC to transfer the assets, or their equivalent value, to recovery addresses provided by Aquifer. The person controlling the wallets may retain up to 20% of the funds as a whitehat bounty if the conditions are met.
Aquifer said it would not pursue civil claims arising from the exploit if the attacker complies with the terms, subject to applicable law. The agreement would not bind law enforcement agencies, regulators, sanctions authorities or other government bodies.
Aquifer exploit involves wallets on two chains Aquifer operates as a proprietary automated market maker on Solana, where its liquidity is used to facilitate token swaps. DefiLlama describes the protocol as a prop AMM and currently lists its total value locked at around $2.8 million.
The addresses identified after the exploit show activity spanning Solana and Ethereum. Defimon linked the Solana address 7fTe9pvrwXJRBHq9MaSyVPR4PgEuhqLiA93Dxf4gRk7J and Ethereum address 0x2Dfe9e969796e2797278b02761dd9Ad6aE922746 to the attacker.
Aquifer’s whitehat message was authorized through the protocol’s Solana upgrade authority and published on-chain. The project supplied separate recovery addresses for Solana and Ethereum, allowing assets associated with the attack to be returned on either network.
Public information has not yet established exactly how the wallets were compromised. No technical post-mortem has been released explaining whether private keys, administrator credentials or another part of Aquifer’s operational infrastructure was exposed.
Available information similarly does not establish that Aquifer’s smart contract code was exploited. The use of addresses across Ethereum and Solana provides a trail for investigators tracking the assets, but does not by itself identify how access to the affected funds was obtained.
The incident follows several Solana-related attacks this year where the point of compromise was outside the underlying blockchain.
Solana protocols have faced different attack methods In June, crypto.news previously reported that five legacy liquidity pools belonging to Raydium lost roughly $1.3 million after an attacker targeted retired AMM infrastructure.
On-chain investigator Specter said the Raydium attacker used a fake mint address to bypass validation checks in an older AMM program. The stolen assets included roughly 150,177 RAY, 5,603 SOL and 893,700 USDC.
Raydium said its active pools and current users were unaffected because the vulnerable infrastructure had already been phased out. The protocol committed to reimbursing the affected assets from its treasury.
A separate July incident involving Across Protocol produced losses of less than $4 million after an attacker fabricated Solana deposit events. The attacker created 1,627 fake deposits with a combined stated value of $41.7 million and requested payouts across 18 destination chains.
Risk Labs’ relayer processed 581 of the fraudulent requests before Solana operations were suspended, advancing approximately $4.5 million of its own capital. Around $500,000 belonging to the attacker remained trapped, bringing the net loss below $4 million.
Across later said the Solana attack stemmed from a flaw in Risk Labs’ off-chain event-reading software and not a vulnerability in its smart contracts or the Solana network. Legitimate user transfers were completed or refunded.
Operational security failures have produced losses elsewhere without attackers needing to exploit smart contract logic.
Wallet access has become a major attack route Stablecoin payments company Triple-A confirmed in July that unauthorized access to its treasury wallets resulted in the theft of company-owned digital assets. On-chain researchers initially tracked suspicious withdrawals across Ethereum, Solana, TRON and TON, with some reports identifying activity on Polygon and Arbitrum.
Triple-A later said client funds remained unaffected because customer assets were segregated from the compromised treasury infrastructure. Researchers had estimated the loss at roughly $11.8 million before the company confirmed the breach.
The company did not disclose whether the attacker obtained private keys, credentials or another form of access. Triple-A said cybersecurity specialists and Singapore police were working on the investigation and asset tracing.
Private key and wallet compromises have accounted for a substantial portion of crypto thefts in 2026. CertiK reported in July that digital asset losses reached $1.32 billion during the first half of the year, down 46.8% from the same period in 2025.
Despite the lower total, the security firm said wallet compromises became the largest attack method during the second quarter, replacing phishing as the main source of losses.
Another Solana project, Step Finance, ultimately shut down its operations after an attack earlier this year targeted devices used by members of its executive team. Attackers gained access to treasury and fee wallets and moved approximately 261,854 SOL, while later estimates placed total losses across affected assets near $40 million.
Investigators determined that Step Finance’s smart contracts were not the point of entry. Compromised endpoints allowed the attackers to access wallets used by the project, and the financial damage later contributed to the decision to wind down the platform.
A similar distinction will depend on Aquifer publishing more details about its own breach. The protocol has not released a post-mortem identifying the initial point of access, the specific credentials involved or whether one compromised account provided control over multiple wallets.
For now, Aquifer’s recovery process centers on its whitehat proposal. The attacker has been offered the right to retain up to 20% of the assets associated with the exploit if at least 80% is returned to the designated recovery addresses by Sept. 3 at 14:00 UTC.
GMTrade spustil na Solaně 24/7 perpetual futures na komodity včetně zlata (XUG), stříbra (XAG) a ropy WTI. Ceny pohání Chainlink Data Streams v reálném čase.
Traditional commodity markets close. Gold doesn’t care. Neither does oil. Yet for decades, traders have been locked out of positions during evenings, weekends, and holidays while prices kept moving without them.
GMTrade, the Solana-native perpetuals exchange that has quietly become one of the chain’s largest trading venues, just removed that constraint entirely. The platform launched 24/7 perpetual futures trading for commodities including gold (XUG), silver (XAG), and WTI crude oil, powered by Chainlink Data Streams for real-time pricing.
From GMX fork to Solana heavyweight GMTrade’s backstory matters for understanding why this launch is significant. The platform started life as a GMX DAO-authorized deployment on Solana back in March 2025, rebranding to GMTrade in November 2025 while maintaining the underlying GMX V2 mechanics tailored for Solana’s efficient parallel execution.
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Since then, the growth trajectory has been steep. GMTrade has facilitated over $142B in total trading volume. At its peak in May 2026, the platform recorded $51.73B in 30-day trading volume, representing approximately 74% of all perpetual DEX volume on Solana during the same period.
The platform currently supports more than 60 markets with leverage options stretching up to 500x.
Why Chainlink Data Streams matter here Running perpetual futures for crypto assets is one thing. The prices originate on-chain, the reference data is abundant, and latency tolerance is relatively forgiving. Commodities are a different beast.
Gold, silver, and oil prices are determined across dozens of global exchanges, OTC desks, and physical markets that operate on different schedules and in different time zones. To offer 24/7 trading on these assets, you need a pricing oracle that can deliver high-integrity, low-latency data even when the underlying spot markets are closed or thinly traded.
That’s where Chainlink Data Streams come in. Rather than relying on periodic price updates pushed on-chain, Data Streams provide pull-based oracle infrastructure. The exchange requests fresh price data exactly when it’s needed, at the moment a trade executes. This reduces the window for stale pricing and front-running, two problems that have historically plagued on-chain derivatives platforms.
The bigger picture: real-world assets meet DeFi leverage These aren’t tokenized commodities in the traditional sense. These are synthetic perpetual contracts, financial instruments that track the price of an underlying asset without requiring ownership of it.
GMTrade operates without a dedicated governance or utility token. Instead, the platform uses a GT points system to reward active traders.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Solana just had its busiest month ever. The network processed 5.2 billion non-vote transactions in August, a figure that would have seemed wildly optimistic at the start of the year and now just looks like Tuesday.
Non-vote transactions are the ones that actually matter for measuring real usage. Validator votes, which keep the network in consensus, get stripped out of this count. What remains is a direct read on how many users, apps, and protocols are actively doing things on the chain.
What drove the numbers The catalyst was the SIMD-0286 upgrade, activated on July 29. It raised the maximum compute limit per block from 60 million to 100 million compute units, a 66% increase, without adding any time to block production.
The practical effect showed up immediately. Daily non-vote transactions peaked at 171.9 million on August 10, pushing throughput close to 2,000 transactions per second. The week of August 17-23 alone accounted for 1.318 billion non-vote transactions, the fourth consecutive week above the 1 billion mark.
For context, July finished with 4.2 billion non-vote transactions, itself up 91% from December 2025.
The network also activated 300-millisecond slot times in epoch 1024 on August 28, compressing the time between blocks and opening the door to even higher throughput ceilings.
DeFi activity contributed meaningfully, with daily volume frequently running between $4 billion and $8 billion. Memecoins and tokenized real-world assets added further transaction density.
Institutions are paying attention US spot Solana ETFs pulled in $1.34 billion in August alone.
SOL’s price climbed 46% during the month, its first positive monthly return in ten months.
Fee revenue also moved. The seven-day average reached approximately 9,200 SOL by late August, an 80% increase over three months.
On the governance side, the SGP-0002 proposal passed on August 28 with over 67% support. The measure reduces the SOL supply by 18.9 million tokens over six years by redirecting a portion of inflation.
What this means for Solana’s competitive position Solana has spent the better part of two years working to outlive the narrative that it is unreliable. Outages in 2021 and 2022 gave critics a durable talking point, and the FTX collapse in late 2022 added association risk that had nothing to do with the protocol itself.
The SIMD-0286 upgrade and the slot time compression suggest the network is now competing on architectural sophistication, not just speed and price. Higher compute limits per block allow more complex transactions, which is the territory where serious DeFi protocols and institutional applications live.
The risks are real and worth naming. Transaction volume driven partly by speculative assets is not the same as transaction volume driven by settled, productive economic activity. If memecoin trading volumes contract, the raw numbers will follow. And any network outage, however brief, would hand critics exactly the narrative they have been waiting to revive.
Fee revenue growth and sustained ETF inflows will be the metrics to watch in September. If non-vote transactions hold above 4 billion for a third consecutive month and fees continue trending upward, the August record starts to look less like a spike and more like a new baseline.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Securitizeův tokenizovaný high-yield fond HINC je nyní na Loopscale na Solaně použitelný jako zástava pro půjčky v USDG. Jde o první takový kreditní fond na tomto onchain lending trhu.
Eligible investors can now borrow USDG against a fund holding high-yield corporate bonds and CLO tranches, collateral whose value moves daily with credit spreads.
Securitize's tokenized high-yield credit fund is live as collateral on Loopscale, letting eligible investors borrow the USDG stablecoin against their shares without redeeming the position.
That puts sub-investment-grade corporate credit into an onchain lending market whose collateral has been almost entirely Treasuries, government money-market funds and investment-grade paper. The fund's net asset value moves with credit spreads and rating migrations, which means Loopscale is underwriting a mark that can fall — on an asset only allowlisted wallets are permitted to hold.
The Neuberger Securitize High Income Tokenized Fund, ticker HINC, launched Aug. 18 on Avalanche, Ethereum, Solana and Sui. It holds mostly high-yield corporate bonds, with the balance in CLO tranches, bank loans and other high-yielding fixed income; the CLO sleeve can run anywhere from zero to 30% of the portfolio. Neuberger Berman Investment Advisers is sub-adviser, and the firm managed $613 billion as of June 30. Minimum subscription is $100,000, the total expense ratio is 0.60% a year, and shares go only to accredited investors and qualified purchasers who clear Securitize's onboarding.
"Treasuries were a natural starting point for bringing traditional assets into DeFi, but they shouldn't be the endpoint," said Carlos Domingo, co-founder and CEO of Securitize. "HINC expands the opportunity into institutional credit."
Third Asset on LoopscaleHINC is the third Securitize product to reach the protocol. Apollo's tokenized credit fund ACRED has been usable as collateral there since late 2025, with USDG subscriptions added in January, and Securitize's own NYSE-listed stock SECZ went live as collateral on Aug. 20.
Loopscale holds $91.3 million in total value locked and $55.9 million in active loans, up 7.1% over 30 days and ranked 27th among lending protocols by DefiLlama. On Solana it sits an order of magnitude behind Kamino Lend at $1.25 billion and Jupiter Lend at $1.07 billion. It was exploited for $5.8 million in April 2025, two weeks after its own launch, and got the funds back after agreeing a bounty with the attacker.
Its markets are fixed-rate and fixed-term, with the borrower setting collateral, rate, loan-to-value and duration. Liquidations are partial: the protocol sells enough of a position to bring the loan back to health and leaves the rest.
"HINC adds a fundamentally different type of collateral to Solana credit markets," said Mary Gooneratne, co-founder of Loopscale. "Supporting an actively managed high-yield strategy demonstrates how onchain lending can extend beyond crypto-native assets and short-duration instruments."
Daily NAV, One SourceRedStone prices HINC on Solana, Ethereum and Avalanche using its Trusted Single Source Oracle standard, which takes the administrator's daily NAV and publishes it onchain in signed, timestamped, chained form so a protocol can verify the figure came from the administrator unaltered. Loopscale uses that feed to value the collateral and trigger clearing events.
"Bringing more complex financial assets into onchain lending markets requires dependable valuation infrastructure," said Marcin Kaźmierczak, co-founder and COO of RedStone.
The design question a NAV-priced credit fund poses is the opposite of the one crypto collateral poses. There is no intraday gap risk, because NAV is struck once each business day. What the market needs instead is a guarantee that a position can be unwound within a bounded number of business days at or near the published mark.
USDG's Solana FloatThe borrowable side is USDG, issued by Paxos Digital Singapore under Monetary Authority of Singapore regulation and distributed through the Global Dollar Network. Supply stands at $3.26 billion, of which $610.7 million sits on Solana, down 6.1% over the past month. Securitize, a member of the network, has enabled on- and off-ramping between HINC and USDG.
"Stablecoins provide an important liquidity layer for tokenized real world assets," said Peter Jonas, chief revenue officer at Paxos.
Treasuries Sit IdleSecuritize's argument that tokenized assets are barely used as DeFi collateral holds up, with a wrinkle. Tokenized real-world assets excluding stablecoins carry about $34.1 billion in onchain market value across 217 issuers, and $3.8 billion of that is active in DeFi, according to DefiLlama, or roughly 11%.
The idle share sits overwhelmingly in the Treasury products. BlackRock's BUIDL, the largest tokenized money-market fund at $2.79 billion, has $17.7 million deployed in DeFi, a utilization rate of 0.63%. Franklin Templeton's BENJI and iBENJI show zero. Credit is where the collateral demand already is: Centrifuge's Janus Henderson Anemoy AAA CLO Fund, the tokenized CLO strategy Resolv looped on Aave Horizon in February, runs at 97.8% utilization, Maple's syrupUSDT at 88.3% and Hastra's PRIME at 62.7%.
The March 2020 NumberSecuritize published HINC's risk figures itself, in a governance filing submitted to Aave on Aug. 18. Using an illustrative index blend of 70% ICE BofA US High Yield Constrained and 30% J.P. Morgan CLOIE Post-BB run from July 2016 to July 2026, the strategy returned 7.21% annualized, lost 18.25% in its worst month of March 2020, and fell 8.97% in calendar 2022 with a 13.20% drawdown inside that year. An instantaneous 200 basis-point widening in spreads takes roughly 7% to 9% off NAV; 400 basis points takes 14% to 18%.
The strategy is short interest-rate duration but carries three-and-a-half to four-and-a-half years of spread duration. "This is not a low-volatility asset," Securitize wrote, and the March 2020 figure "should be treated as the governing stress case."
The fund has no operating history. Investors face a 24-hour lock-up and daily redemption requests against a portfolio that can take days to sell, and Securitize said plainly that "the 24-hour lock-up does not reflect practical liquidity." The CLO sleeve carries structural leverage of roughly six to eight times at the BB level.
Still Pending at AaveThat filing asked Aave Horizon to accept HINC on Ethereum as supply-only collateral, with USDC, GHO and RLUSD borrowable against it. Two weeks on, it had not reached a Snapshot vote or drawn a published risk assessment. It still needs a technical assessment, a LlamaRisk review, evidence that liquidators have been onboarded, a vote and a final Aave Improvement Proposal.
A forum comment posted Aug. 30 questioned whether the proposed liquidation backstop of 3% to 5% of borrowed TVL covers a four-business-day stress window, flagged inconsistent naming of the oracle provider, and pressed on who compensates stablecoin suppliers when a legally frozen position cannot be liquidated but keeps accruing debt.
On the oracle point, Securitize's Aave filing names a Chainlink NAV feed wrapped in LlamaGuard dynamic bounds as the primary source for Ethereum, while listing RedStone among external dependencies. Loopscale's markets are configured per collateral without a token-holder vote, which is why the Solana venue is live first.
The $270 Billion CaseSecuritize's announcement leans on a Standard Chartered projection that assets deployed in DeFi reach $2.7 trillion by 2030, and reasons that tokenized assets at 10% of that market would put roughly $270 billion to work onchain. The arithmetic is the company's own, and Securitize disclosed in the Aave filing that it is the tokenization platform, transfer agent and investment adviser for HINC with "a direct commercial interest" in the listing.
What the Loopscale launch tests first is smaller and more concrete: whether a lending market can hold collateral that only allowlisted wallets can touch, liquidate it inside a T+1 redemption window, and price a mark that moves on credit spreads no borrower can see coming.
