Track market-moving stories before they get noisy

Intel (INTC, Financials), the U.S. chipmaker and contract manufacturer, will report second-quarter results Thursday with investors looking for proof that its tu

Gloria Chen, EVP, Chief People Officer at Adobe Inc. (ADBE -3.47%), reported a common stock transaction on a July 15, 2026 SEC Form 4 filing.

Transaction summaryMetricValueShares sold1,607Transaction value~$360,868Post-transaction shares (total)51,101Post-transaction shares (directly held)50,434Post-transaction shares (indirectly held)667Post-transaction value$11.48 millionTransaction value based on SEC Form 4 weighted average sale price ($224.56); post-transaction value based on July 15, 2026 market close ($224.56).

Key questionsWhat was the primary driver for this disposition?
The transaction was non-discretionary and initiated solely to satisfy tax withholding obligations triggered by the vesting of restricted stock units on July 15, 2026.How does this impact the insider's long-term equity exposure?
Following the share surrender, Chen maintains a significant interest in the company via 50,434 direct shares and 31,662 derivative securities, including various tranches of unvested and vested equity awards.What is the status of the insider's indirect holdings?
Chen continues to maintain a stable indirect position of 667 shares through The John Kibarian and Gloria Chen Trust, for which she serves as a trustee.Company OverviewMetricValueShare Price (as of market close 2026-07-16)$235.31Market Capitalization$93.9 billionRevenue (TTM)$25.2 billionNet Income (TTM)$7.2 billionCompany SnapshotAdobe Inc. operates three primary business divisions—Digital Media, Digital Experience, and Publishing and Advertising—delivering a comprehensive suite of cloud-based software solutions that enable content creation, distribution, and amplification across enterprises, teams, and individual users.The company generates revenue through subscription-based software licensing models, including the cloud-native Document Cloud platform and creative applications, which provide recurring revenue streams from enterprise and consumer segments.Adobe serves a diverse customer base spanning creative professionals, enterprises requiring digital experience management solutions, and organizations leveraging publishing and advertising technologies across multiple industries.Adobe Inc. is a globally recognized software provider with a market capitalization of $93.9 billion and TTM revenue of $25.2 billion, positioning it as a market leader in digital content creation and experience management. The company's diversified business model, anchored in subscription-based cloud services, generates substantial profitability with TTM net income of $7.2 billion, reflecting strong operational efficiency and pricing power. Adobe maintains competitive advantages through its integrated product ecosystem, extensive customer relationships, and continuous innovation in artificial intelligence and digital transformation solutions.

What this transaction means for investorsChen’s sale of Adobe shares on July 16 carries no obvious meaning to investors. As previously stated, tax withholding obligations drove the sale, meaning the transaction would have happened regardless of the stock’s performance.

Nonetheless, Chen’s behavior toward this stock could imply continued faith in Adobe stock. As mentioned before, she maintains holdings of 50,434 direct shares and 31,662 derivative securities.

This continues despite a slide that has taken Adobe below its bottom in the 2022 bear market. SaaS stocks like Adobe have suffered amid concerns that AI is going to replace some of Adobe’s popular software packages.

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Nonetheless, Chen arguably has good reason to think she can sell her shares for more with some patience. Thanks to the sell-off, Adobe’s stock has fallen to a P/E ratio of 13 and a forward earnings multiple of just under 10! Such conditions likely leave the stock with little potential downside.

Hence, rather than emphasizing a modest sale driven by tax obligations, investors should probably focus on the shares Chen kept and the prospects for an Adobe recovery.

Will Healy has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Travelers (TRV - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Travelers currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if TRV is a promising momentum pick, let's examine some Momentum Style elements to see if this insurer holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For TRV, shares are up 8.87% over the past week while the Zacks Insurance - Property and Casualty industry is flat over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 16.62% compares favorably with the industry's 4.36% performance as well.

While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Travelers have risen 19.23%, and are up 38.55% in the last year. In comparison, the S&P 500 has only moved 6.61% and 20.33%, respectively.

Investors should also pay attention to TRV's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. TRV is currently averaging 1,815,762 shares for the last 20 days.

Earnings OutlookThe Zacks Momentum Style Score encompasses many things, including estimate revisions and a stock's price movement. Investors should note that earnings estimates are also significant to the Zacks Rank, and a nice path here can be promising. We have recently been noticing this with TRV.

Over the past two months, 10 earnings estimates moved higher compared to 2 lower for the full year. These revisions helped boost TRV's consensus estimate, increasing from $27.94 to $30.81 in the past 60 days. Looking at the next fiscal year, 7 estimates have moved upwards while there have been 1 downward revision in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that TRV is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Travelers on your short list.

While Alphabet (GOOGL) and Tesla (TSLA) will take up most oxygen on the earnings front after Wednesday's close, Andy Swan from @LikeFolio points to IBM Corp. (IBM) as another name to watch. He examines upward consumer demand trends for Big Blue, which he believes suggests its customer base remains strong long-term.

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If you watched Nvidia and the other semiconductor chip stocks soar and felt as if the artificial intelligence (AI) train left without you, take a breath. The thing about AI is that it doesn't run on software alone. It runs on a staggering amount of physical stuff: cooling systems, power controls, transmission lines, and the crews who install them all.

Some industrial companies supplying the backbone materials and services for AI haven't been bid up nearly as far as the marquee names, which means the door isn't closed. Here are three industrial stocks that still look worth a serious look.

Image source: Getty Images.

1. nVent Electric nVent Electric (NVT -1.09%) sits right in the sweet spot of one of AI's biggest headaches: excess heat. Packing thousands of scorching-hot chips into a data center requires advanced liquid cooling, and nVent has become a go-to supplier, having deployed more than 2 gigawatts of liquid cooling capacity already. Its momentum is real, with recent quarterly sales up more than 50% and its systems-protection business up even faster, and it was added to Nvidia's partner network, a stamp of approval that opens doors with the largest AI builders. With a next-generation cooling and power lineup rolling out in 2026, nVent is a direct play on data center growth that has flown under most investors' radars compared with the flashier cooling names.

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2. Emerson Electric Emerson Electric (EMR +0.27%) is the sleep-well option of the group. It makes the automation and power-management systems that keep complex facilities running, and data centers have become a booming market for it. Emerson was chosen to automate the on-site power generation for a massive 1.7-gigawatt AI data center, and orders for its flagship control platform recently jumped 74%, driven largely by these behind-the-meter power projects.

What I like here is the balance: Emerson is a Dividend King (a Dividend King is a company that's grown its dividend payment for at least 50 consecutive years. It has 69 straight years of payout increases and trades at a far more grounded valuation than pure AI plays. You get genuine AI exposure without paying a nosebleed price, plus a growing dividend while you wait.

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3. Hubbell Hubbell (HUBB -0.37%) is the quiet backbone of the group. It makes the unglamorous but essential electrical and grid gear, the connectors, enclosures, and utility hardware, that both power companies and data centers rely on to move electricity safely. As AI drives a surge in data center construction, Hubbell has leaned in hard: It recently lifted its 2026 profit forecast on strong demand from data centers and utilities, and it has been bolting on acquisitions, including DMC Power and a roughly $3 billion deal for NSI Industries, to deepen its reach into data-center power infrastructure. Both its electrical and utility segments are growing at double-digit rates. It's a silent leader in a market for data center electrical infrastructure worth tens of billions, and it typically trades at a friendlier valuation than the pure-play AI names.

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The catch worth naming Let me be honest, because "screaming buy" can be a dangerous phrase. None of these three stocks is dirt cheap now that the market has caught on to the AI-infrastructure story. They are more reasonably priced than Nvidia and the headline cooling and power stocks, but they aren't bargain-bin. All three also depend on having data center construction stay hot, so a pullback in that spending would hurt them all. These are relative values riding a powerful trend, not risk-free giveaways.

Here is the encouraging part: You didn't miss the whole AI trade, just the most obvious slice of it. The build-out still needs cooling, power, and grid connections for years to come, and nVent, Emerson, and Hubbell each sell something essential to that effort at prices friendlier than the stocks everyone already talks about. I would treat them as a second chance to invest in AI through the back door, buying gradually and keeping the data center cycle in mind. Sometimes the smartest way to catch a train you missed is to hop on at the next station.

Key Takeaways AbbVie's Q2 oncology revenues are expected to decline slightly as Imbruvica sales remain under pressure.ABBV expects growth from Venclexta and newer therapies to be offset by continued Imbruvica weakness.Decnupaz may add only a modest Q2 revenue contribution following its FDA approval in May. AbbVie’s (ABBV - Free Report) oncology franchise has evolved considerably in recent years. What was once largely a hematology-focused business has expanded into solid tumors through a series of acquisitions, collaborations and internal innovation. However, the continued decline in Imbruvica sales remains the franchise’s biggest headwind ahead of the company’s second-quarter 2026 results on July 31.

The portfolio currently comprises six marketed therapies. While blood cancer drugs Imbruvica and Venclexta continue to generate the majority of oncology revenues, AbbVie has expanded its portfolio with newer products. These include Epkinly for lymphoma, Elahere for ovarian cancer, Emrelis for lung cancer and, most recently, Decnupaz for blastic plasmacytoid dendritic cell neoplasm (or BPDCN – a rare and aggressive blood cancer).

The Zacks Consensus Estimate for oncology revenues is pegged at $1.62 billion, suggesting a slight decline from the year-ago period. Growth from Venclexta and newer therapies, such as Epkinly, Elahere and Emrelis, is expected to be more than offset by the continued weakness in Imbruvica. Sales of this blockbuster blood cancer drug are likely to remain the franchise's biggest drag as competitive pressure from newer BTK inhibitors and the impact of Medicare IRA pricing continue to weigh on sales.

Since Decnupaz received FDA approval in May, its contribution to second-quarter revenues is expected to be modest.

Competition in the Oncology SpaceOther bigger players in the oncology space are AstraZeneca (AZN - Free Report) , Merck (MRK - Free Report) and Pfizer (PFE - Free Report) .

For AstraZeneca, oncology sales now account for 44% of total revenues. Sales in its oncology segment rose 16% year over year in first-quarter 2026, driven by the strong performance of medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo).

Merck’s key oncology medicines are PD-L1 inhibitor Keytruda and PARP inhibitor Lynparza, which it markets in partnership with AstraZeneca. Keytruda, approved for several types of cancer, alone accounted for roughly half of MRK’s total revenues in first-quarter 2026.

Pfizer’s oncology revenues grew 7% in first-quarter 2026, driven by drugs such as Lorbrena, the Braftovi-Mektovi combination and Padcev. The segment now accounts for more than 26% of Pfizer’s total revenues.

ABBV’s Price Performance, Valuation & EstimatesShares of AbbVie have outperformed the industry year to date, as seen in the chart below.

Image Source: Zacks Investment Research

From a valuation standpoint, AbbVie is trading at a discount to the industry. Based on the price/earnings (P/E) ratio, the company’s shares currently trade at 16.74 times forward earnings, lower than its industry’s average of 18.78.

Image Source: Zacks Investment Research

EPS estimates for 2026 and 2027 have declined over the past 30 days.

Image Source: Zacks Investment Research

AbbVie currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

As of the morning of July 21, Micron Technology (MU -0.50%) is still stuck in its own bear market; its stock is trading more than 20% below its all-time high of $1,255. At one point in recent days, the stock was off by just over 30%.

Before shares dipped below $1,000 this month, some investors were wondering if a stock split might be on the table for 2026. Fast-forward to today, and there's reason to think such an event might be off the table for the foreseeable future.

Image source: Getty Images.

Avoiding mixing more volatility into investing Aside from a desire to avoid the fees associated with a stock split, Micron management may want to skip one so as not to create additional volatility. One Bank of America study working with four decades of data found that, on average, in the 12 months following a company's announcement of a stock split, that stock rises by 25.4% -- more than twice the average annual return of the S&P 500 (^GSPC +0.00%) during the time periods studied.

Given that scenario, there may be traders who plan to buy stocks following split announcements with the intention of holding them only temporarily. When such traders sell later to book their short-term profits, that can weigh on a stock's price. And since Micron's management team is supposed to look out for long-term shareholders, it may want to delay a stock split as long as possible.

With the price down so sharply from its peak, a split announcement would likely just create more volatility. Also, the stock's retreat back below $1,000 eases some of the worry that retail investors may have been priced out of owning shares.

Ultimately, though, what's more important for investors to focus on is a company's long-term growth prospects.

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What's next for Micron? Watching the price of a stock you own fall by nearly 30% is jarring, especially for an investor who may have bought in near the peak. The good news is that Micron's outlook for the next few years still looks bright, and this period could prove to be just a short-term panic during which the stock is oversold.

The demand for memory and storage solutions created by the build-out of artificial intelligence (AI) data centers is expected to exceed supply for some time, but even when production capacity does eventually catch up, Micron has been planning ahead for that day.

In its fiscal 2026 third-quarter report, Micron announced that it had signed 16 strategic customer agreements (SCAs) that could "fundamentally transform" its business model. Of those 16 SCAs, 14 have a minimum cumulative revenue of around $100 billion.

Bank of America is an advertising partner of Motley Fool Money. Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.

Micron Technology (NASDAQ: MU | MU Price Prediction) and Intel (NASDAQ: INTC) have both reported earnings fueling the 2026 semiconductor rally, but their late-summer setups look nothing alike.

Key Takeaways ISRG procedures rose 16% as revenue increased 19% to $2.89 billion in the second quarter.Intuitive Surgical's Ion procedures climbed 36%, with its installed base reaching 1,096 systems.ISRG faces tariff costs, weaker bariatric demand and margin pressure from newer product mix. Intuitive Surgical (ISRG - Free Report) is being shaped by more than quarterly revenue growth. The company is tied to wider robotic surgery adoption, expansion into minimally invasive diagnostics and deeper use of software inside hospital programs.

Those themes still come with limits. Tariffs, product mix, hospital spending patterns and shifting procedure demand remain important.

ISRG Benefits From Robotic Care ExpansionIntuitive Surgical remains positioned around the move toward minimally invasive and robot-assisted care. Its da Vinci platform supports procedures across general surgery, urology, gynecology, cardiothoracic care, and head and neck specialties.

Worldwide procedures across da Vinci and Ion rose 16% year over year in second-quarter 2026, including 15% growth for da Vinci. Revenue increased 19% to $2.89 billion, supported by procedure volumes, leasing revenues and installed-base expansion. Medtronic plc (MDT - Free Report) and Johnson & Johnson (JNJ - Free Report) give investors broader medtech comparisons, while ISRG offers a more focused robotic care profile.

Intuitive Surgical Pushes Beyond Surgery With IonIon expands Intuitive Surgical beyond traditional surgery into diagnostic, endoluminal procedures. The flexible, robotic-assisted catheter platform supports minimally invasive lung biopsy, extending the company’s opportunity outside soft tissue surgery. This also helps the company to tap the lucrative lung cancer market.

Ion procedures increased 36% to 48,000 in the quarter, while cumulative procedures exceeded 400,000. Intuitive Surgical placed 55 Ion systems, expanded the Ion installed base 21% year over year to 1,096 systems, and has installed Ion in 12 countries outside the United States.

ISRG Turns Software Into a Strategic AssetSoftware is becoming a larger part of Intuitive Surgical’s platform value. The company began rolling out the first phase of more than 100 da Vinci 5 updates aimed at telepresence, simulation-based training and care-team workflow.

The My Intuitive+ renewal cycle adds another signal. The company executed its first renewals for offerings covering telepresence, simulation and AI-driven case insights, and no customer in the initial cohort opted out. Better training, workflow support and case insights can make the installed base more useful over time.

Intuitive Surgical Faces Cost and Demand ShiftsThe trend story is not one-sided. Intuitive Surgical remains exposed to tariffs, freight, semiconductor memory costs and the mix of newer products. Its second-quarter adjusted gross margin was 70%, helped by a $36 million pretax tariff refund. Excluding that benefit, the margin would have been 68.7%.

Management raised its 2026 adjusted gross margin outlook to 68-69%, but the range still includes an estimated tariff impact equal to 1% of revenues. U.S. da Vinci procedures grew 12% in the quarter, down from 14% in the first quarter, as some benign procedures were deferred. Bariatric procedures declined at a high-single-digit rate amid greater GLP-1 use.

What Trend Signals Mean for ISRGISRG’s trend profile remains attractive, but not frictionless. Robotics adoption, Ion lung biopsy growth and digital ecosystem development support the expansion case, while tariffs, capital budgets and procedure mix create constraints.

The current operating picture also makes Zacks Rank and Style Scores important for context. Zacks Rank reflects earnings estimate revision trends, while Style Scores help investors evaluate value, growth and momentum characteristics. A favorable combination is most useful when a stock has a top Zacks Rank and stronger Style Scores.

ISRG’s current Zacks Rank #2 (Buy), Value Score of D, Growth Score of B, Momentum Score of A and VGM Score of B should be checked separately. Investors should pair the company’s trend signals with those indicators before deciding whether the setup supports a bullish or selective stance. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

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SummaryTaiwan Semiconductor Manufacturing Company Limited reported another record-breaking quarter, but TSM stock reacted ambivalently despite strong AI-driven revenue growth.HPC now dominates TSMC's revenue mix, with North America contributing 75% of revenue and China below 10%, reflecting increased geographic and segment concentration.TSMC forecasts Q3 2026 revenue of $44.6–45.8 billion and gross margins of 65–67% but faces margin pressure from aggressive U.S. and Taiwan fab expansions.Raised FY 2026 CapEx guidance to $60–64 billion signals significant capital deployment and potential pricing power to offset higher production costs. Getty Images

After Taiwan Semiconductor Manufacturing Company Limited, aka TSMC (TSM), announced its Q2 2026 earnings on the 16th of July, the market’s reaction to the stock has been ambivalent at best, with the stock slipping after

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I lead research at an ETP issuer that offers daily-rebalanced products in leveraged/unleveraged/inverse/inverse leveraged factors with various stocks, including some mentioned in this article, underlying them. As an issuer, we don't care how the market moves; our AUM is mostly driven by investor interest in our products.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Morgan Stanley‘s (NYSE: MS | MS Price Prediction) economics team just took its projection for artificial intelligence capital spending significantly higher, and the leakage math behind the headline number has become the more important story for US investors. On a recent episode of the firm’s Thoughts on the Market podcast titled “AI Spending: A New Engine for the Global Economy,” analysts revised their hyperscaler and AI-related CapEx estimates upward and walked through why a bigger topline does less for domestic GDP than the raw dollars suggest.

The Revised Forecast The team’s own words captured the shift: “We were thinking a little over a trillion for 2027. Now we’re more like $1.2, $1.3 trillion, maybe as high as $1.4 trillion in 2028.” That trajectory sits alongside a Wells Fargo projection this week that top-four cloud service provider AI infrastructure CapEx alone will reach $1.1 trillion by 2027, with the bank hiking price targets on Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), and Meta (NASDAQ: META) on the view that major cloud providers will pass higher AI infrastructure costs through to enterprise customers.

The Morgan Stanley figure is broader in scope because it captures the wider ecosystem: equipment makers, non-cloud infrastructure, and international operators. It is also consistent with Vanguard’s outlook work, which estimates the AI scalers alone will lay out $2.1 trillion in cumulative capital expenditure from Q1 2025 through Q4 2027.

Why 60% Leaks Out of the US Economy The catch is composition. Roughly 60% of AI CapEx flows into “computers and peripherals, equipment spending categories that have a very, very high import content.” That imported hardware shows up on the wrong side of the trade ledger, which is why the US posted a $77.6 billion trade deficit in May 2026, the worst reading in a 12-month window that averaged a $60.8 billion monthly deficit.

Netting out the leakage, the Morgan Stanley team estimates “AI CapEx is probably contributing around 40 basis points to growth” this year, with a similar contribution expected next year. Against an economy the firm describes as growing “somewhere a little bit above 2% right now,” that matches the Bureau of Economic Analysis print of 2.1% real GDP growth in Q1 2026, driven partly by gross private investment of 7.9%. AI is meaningful at the margin without carrying the expansion by itself.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Morgan Stanley didn't make the cut. Grab the names FREE today.

Asia Captures the Other Side of the Trade The offset shows up abroad. Morgan Stanley notes AI spending is “fueling growth around the world, just not here in the US,” with semiconductor exports from Korea, Taiwan, and Japan growing by 90%. Global chip data supports the transmission mechanism. Worldwide semiconductor revenue reached $298.5 billion in Q1 2026, up 25.0% from Q4 2025. In March 2026, global semiconductor sales rose 79.2% year over year, while Asia-Pacific semiconductor sales totaled $86.2 billion, up 108.5% from March 2025. Taiwan’s IC industry logged NT$1,926.1 billion in Q1 2026 revenue, up 29.4% year over year.

Sustainability Questions Are Building Not everyone thinks the current run rate holds. Palo Alto Networks (NASDAQ: PANW) CEO Nikesh Arora argued this week that token costs for enterprise AI must decrease by 90% within two years to achieve scalability, pointing to Uber (NYSE: UBER) having burned through its entire 2026 AI budget by April. Morgan Stanley itself flagged “potential continued volatility due to AI spending and capital expenditure uncertainties” in commentary on the KOSPI correction. Financing costs also matter, with the 10-year Treasury yield at 4.55% sitting in the 93rd percentile of its trailing 12-month range.

What to Watch Investors tracking the domestic payoff should focus on three signals: the monthly US trade balance for the imported-equipment component, quarterly Asian semiconductor export data as a real-time proxy for hyperscaler orders, and enterprise AI unit economics. Corporate profits look healthy enough to fund the buildout, with total corporate profits reaching $4,426.5 billion in Q1 2026, up 12.8% year over year, and IT sector profits climbing to $352.5 billion.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Morgan Stanley didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

LOS ANGELES, July 22, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming September 8, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026, inclusive (the “Class Period”).

IF YOU SUFFERED A LOSS ON YOUR INTUIT INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.

What Happened?
On May 20, 2026, Reuters published an article stating that “Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts” and that the Company “is also winding down its Reno and Woodland Hills offices as ⁠part of a strategic restructuring to consolidate teams in key hubs, according to the memo.”

On this news, Intuit’s stock price fell $15.78, or 3.95%, to close at $383.93 per share on May 20, 2026, thereby injuring investors.

The same day, after market hours, Intuit released its fiscal third quarter 2026 financial results, reporting weak revenue, including TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth due to “[facing] pressure among the most price-sensitive DIY filers earning less than $50,000 a year” and that the Company “lost on price.” Additionally, the Company disclosed that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.”

On this news, Intuit’s stock price fell $76.86, or 20.02%, to close at $307.07 per share on May 21, 2026, thereby injuring investors further.

What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) they had overstated Intuit’s competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit’s previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you purchased or otherwise acquired Intuit securities during the Class Period, you may move the Court no later than September 8, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.

Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email:  [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

If you inquire by email, please include your mailing address, telephone number and number of shares purchased.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
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Charles Linehan
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After a massive 170% rally in 2025, silver prices have lost momentum this year, declining 15.6% year to date. Prices recently touched a year-to-date low of $55 per ounce amid rising oil prices, a stronger U.S. dollar and higher interest rate expectations. This clouds the near-term outlook for the Zacks Mining - Silver industry. Although underlying demand remains resilient, inflation will drive up operating costs, squeezing margins.

We recommend considering companies such as First Majestic Silver (AG - Free Report) , Vizsla Silver (VZLA - Free Report) which will benefit from enhanced operational efficiency, disciplined cost management and solid projects.

About the Industry The Zacks Mining - Silver industry comprises companies that are engaged in the exploration, development and production of silver. These include big and small players operating mines of widely varying types and scales. Silver-bearing ores are mined by open-pit or underground methods and then crushed and ground. Miners continually look for opportunities to expand their reserves and resources through targeted near-mine exploration and business development. They strive to upgrade and improve the quality of their existing assets, internally and through acquisitions. Only 20% of silver comes from mining activities, wherein silver is the primary revenue source. The balance comes from projects wherein silver is a by-product of mining other metals, such as copper, lead and zinc. Thus, several companies in the silver mining industry are engaged in mining other metals.

What's Shaping the Future of the Mining-Silver Industry Silver Prices Pull Back After Record Rally: Silver surged 170% in 2025, even outpacing gold’s 66.5% gain, driven by elevated geopolitical risks, economic uncertainty, resilient demand and tightening inventories. Also, 2025 marked a sharp reversal in ETF trends, with strong inflows after consecutive years of outflows, one of the key catalysts behind silver’s breakout. The bullish outlook was further strengthened after the U.S. Geological Survey added silver to its 2025 List of Critical Minerals, a move expected to support domestic production through favorable policies and faster permitting. The rally extended into early 2026, with silver hitting a record high of $121.64 per ounce in late January. However, prices later retreated, touching a year-to-date low of $55 per ounce on July 17 amid rising oil prices, a stronger U.S. dollar and higher interest rate expectations fueled by escalating Middle East tensions. Silver has since rebounded to around $59.5 per ounce on renewed safe-haven demand and technical buying ahead of next week's Federal Reserve meeting. Despite the recovery, silver remains down 15.6% year to date, though it is still approximately 126% higher than its year-ago level.

Inflationary Costs to Hurt Margins: Industry players are facing escalating production costs, including electricity, wages, water and materials. Mining companies are major consumers of energy, with around 50% of their production costs closely linked to energy prices. Surging oil prices, spurred by the Iranian conflict, remain a headwind. A shortage of skilled workforce spiked wages. With no control over silver prices, the industry must focus on improving its sales volumes while being cost-effective. Players are investing heavily in R&D and resorting to technological innovations required at almost every level of operation to increase efficiency, sustain growth and rein in costs.

Strong Demand Underpins the Industry: Industrial applications account for roughly 59% of the total demand, with the solar energy industry being one of the main drivers. Silver use in photovoltaic (PV) technology has climbed sharply in recent years due to the increasing global adoption of solar technology, advances in solar cell design and the global push for renewable energy. Per the International Energy Agency (IEA), global renewable power capacity is expected to double between 2025 and 2030. Solar PV will account for 80% of the increase, given its low costs, faster permitting and rising social acceptance. Silver has been used by the automotive industry for many years, and there has been a steady increase in the use of electrical and electronic components driven by demand for enhanced safety features and improved functionality. The electrification of the automotive industry has boosted demand further. Battery electric vehicles use significantly more silver than hybrids or internal combustion engine vehicles, while the growing number of electronic control units further boosts consumption. Rapid digitalization and the rise of AI are emerging as powerful new demand drivers for silver. As economies transition toward clean energy, electrification and AI-led digital infrastructure, silver is increasingly cementing its role as a critical “next-generation metal.”

Zacks Industry Rank Indicates Lackluster Prospects The group’s Zacks Industry Rank, basically the average of the Zacks Rank of all the member stocks, indicates gloomy prospects in the near term. The Zacks Mining – Silver industry, a 10-stock group within the broader Zacks Basic Materials sector, currently carries a Zacks Industry Rank #189, which places it in the bottom 23% of 247 Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.

Despite the bleak near-term prospects, we will present a few Mining-Silver stocks that you can add to your portfolio, given their prospects. But it is worth looking at the industry’s shareholder returns and current valuation first.

Industry Versus Broader Market The Mining-Silver Industry has outperformed the sector and the Zacks S&P 500 composite over the past year. The stocks in this industry have collectively gained 71% in the past year compared with the Basic Material sector’s 17.9% rise. Meanwhile, the Zacks S&P 500 composite has risen 20.9%.

One-Year Price Performance

Industry's Current Valuation Based on the trailing 12-month EV/EBITDA ratio, a commonly used multiple for valuing silver-mining companies, we see that the industry is currently trading at 9.15X compared with the S&P 500's 18.54X and the Basic Material sector's trailing 12-month EV/EBITDA of 12.81X. This is shown in the charts below.

Enterprise Value/EBITDA (EV/EBITDA) TTM Ratio

Enterprise Value/EBITDA (EV/EBITDA) TTM Ratio

In the past five years, the industry has traded as high as 21.50X and as low as 7.98X, with the median being 14.32X.

2 Mining-Silver Stocks to Keep an Eye On First Majestic Silver: The company recently reported that it has produced 3.8 million silver ounces in the second quarter, a year-over-year increase of 3%, primarily driven by strong performances at La Encantada and Santa Elena. Gold production rose 2% to 34,660 ounces, driven by strong production at Santa Elena. With strong production results so far in 2026 and the company’s successful progress on throughput expansions across all mine sites as well as continued operating efficiencies, the 2026 attributable consolidated production guidance has increased to 14.6 – 15.5 million silver ounces, a 10% increase from the original guidance of 13.0 – 14.4 million, as well as a 7% increase to 128,000 – 135,000 gold ounces compared with the original guidance of 116,000-129,000 gold ounces. Management has increased the 2026 capital budget to a range of $318-$344 million to support key growth initiatives, including the Jerritt Canyon restart program, development projects at Santa Elena including Navidad and the early advancement of underground access to Santo Niño for near-term mining, further development across San Dimas, Los Gatos and La Encantada, and the acquisition of additional equipment to enhance and sustain higher throughput rates at Los Gatos.

Price & Consensus: AG

Vizsla Silver: The company is advancing its flagship, 100%-owned Panuco silver-gold project in Sinaloa, Mexico, which is one of the highest-grade silver primary discoveries in the world. It is targeting the first silver production in the second half of 2027. The company completed the Feasibility Study for Panuco in November 2025, which highlighted 17.4 million ounces of silver equivalent of annual production over an initial 9.4-year mine life. Vizsla Silver aims to position itself as a leading silver company by implementing a dual-track development approach at Panuco, advancing mine development while continuing district-scale exploration through low-cost means. Last year, the company acquired the Santa Fe Project, including both production and exploration concessions. With an option agreement now in place on the Santa Fe production concessions, Vizsla Silver has the potential to bolster its overall production profile well beyond the 20.2 million silver-equivalent ounces of initial annual production envisioned for Panuco Project #1. 

The Zacks Consensus Estimate for this Vancouver, Canada-based player’s 2026 bottom line is currently pegged at a loss of two cents per share. The estimate has moved up from the loss of four cents per share projected 90 days ago. VZLA currently carries a Zacks Rank of 2.

Price & Consensus: VZLA

The AI boom is driving insatiable demand for chips. As a result, investors have piled into semiconductor stocks.

However, semis are only part of the story. The AI boom is driving widespread demand for everything from capital to natural gas to warehouse space. Despite that, many of these companies are flying under the radar. Here are three of the best-kept secrets of the AI investment boom.

Image source: Getty Images.

Brookfield Corporation Brookfield Corporation (BN -0.90%) is a leading global investment firm. It might seem an unlikely beneficiary of the AI boom. However, one of the biggest constraints many AI developers face is a lack of capital. They need money to fund data center developments, chip purchases, and other capital investments. Brookfield estimates that total spending on AI-related infrastructure will exceed $1 trillion this decade and $7 trillion over the next 10 years.

The company wants to capitalize on this once-in-a-generation opportunity to build the digital backbone of the AI economy. One way it's doing that is by launching the first of what could be many dedicated AI infrastructure funds. Brookfield is a cornerstone investor in its inaugural fund, which aims to acquire up to $100 billion in AI infrastructure assets. Some of its initial investments include funding the deployment of advanced fuel cells to power AI data centers and launching a new company to provide full-stack AI services to customers. Additionally, Brookfield's operating companies are investing in semiconductor manufacturing, data center developments, and renewable energy. The company's AI infrastructure investments are part of its strategy to drive 25% annual earnings growth over the next five years.

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Energy Transfer Energy Transfer (ET +0.91%) is a master limited partnership (MLP), an entity that sends a Schedule K-1 Federal tax form. It focuses on owning, operating, and developing energy infrastructure. Its diversified platform spans oil and gas pipelines, storage terminals, and export facilities.

Another major constraint facing AI data center developers is energy. These facilities require a tremendous amount of power to run chips at maximum capacity and prevent overheating. That's leading them to turn to any available clean power source, including natural gas.

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This trend is providing Energy Transfer with several opportunities to expand its already extensive gas infrastructure operations. It's building a few large-scale pipelines to support increased gas flows. Additionally, it's constructing several pipeline laterals to gas-fired power plants and data centers. Meanwhile, it's pursuing multiple additional gas infrastructure projects it expects to approve. These investments will meaningfully boost its cash flow in the coming years.

Prologis Prologis (PLD -3.22%) is a leading real estate investment trust (REIT). The company primarily owns and develops warehouses. Demand for space in its properties is broadening to include customers who support the build-out of digital infrastructure. It estimates that every $1 trillion in data center capex will generate 30-40 million square feet of additional logistics demand. With McKinsey estimating that data center capex will reach nearly $7 trillion by 2030, it should drive years of growth for Prologis.

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However, warehouses aren't the REIT's only growth drivers. It has also been expanding its energy platform, which includes installing on-site solar, battery storage, and fuel cells, and has begun developing data centers. The REIT has already started $2.1 billion in new data center projects this year, bringing its total investment in the space to nearly $4 billion. It currently has 5.8 gigawatts (GW) of projects in the pipeline, which should support this business's growth through 2030. Prologis sees the potential to develop over 10 GW of data centers over the next decade.

With strong growth in its legacy warehouse business and energy and data center growth accelerators, Prologis has a bright future.

Hidden gems in the AI boom AI needs a lot more than semiconductors to thrive. It also requires capital, power, data centers, and logistics. That's a boon for Brookfield, Energy Transfer, and Prologis, which are all capitalizing on different aspects of the AI investment megatrend.

The Zacks Semiconductors - Radio Frequency industry is benefiting from increasing RF complexity required to support AI-enabled devices. AI workloads running at the edge require better uplink performance, lower latency and higher power efficiency, which translates into more RF content per device. As AI capabilities become standard across smartphones and connected devices, manufacturers require more filters, antennas and advanced RF front-end modules, creating a long-term demand tailwind for RF semiconductor suppliers like Skyworks (SWKS - Free Report) and RF Industries (RFIL - Free Report) . The transition toward 6G, WiFi 7, WiFi 8 and satellite connectivity is significantly increasing the complexity of wireless communications. Diversification into WiFi infrastructure, AI data centers and automotive electronics is benefiting industry participants. However, the industry is suffering from inflationary pressure from higher material costs and a volatile supply-chain environment shaped by tariff uncertainty and geopolitical risks.

Industry Description The Zacks Semiconductors - Radio Frequency Industry comprises companies that provide radio frequency solutions, front-end modules, low-noise amplifiers, diodes, multi-chip modules, optical components, surface acoustic wave, bulk acoustic wave technology-based antenna-plexers and film bulk acoustic resonator filters to enable smartphone devices to function more efficiently in the congested RF spectrum. They serve a wide array of industries with their solutions, finding ample applications in 5G and smartphone equipment, aerospace and defense, optical networks, cellular base stations, automotive and smart home applications. Most of these companies utilize robust wafer fabrication technologies, as well as ZigBee, Bluetooth Low Energy, Thread, silicon germanium and Gallium Nitride technologies, to stay ahead of the competition.

3 Trends Influencing the Prospects of the Semiconductors - RF Industry Accelerated 5G Deployment Acts as a Tailwind: The rapid implementation of 5G networking infrastructure and the robust adoption of cloud computing applications look promising for the wireless communication market. The coronavirus crisis-induced work-from-home wave has necessitated the need for higher bandwidth and triggered LTE advancements, which are expected to bolster the demand for RF power amplifiers. Increasing RF content in the latest 5G smartphones is a key catalyst. The growing demand for WiFi hotspots, as the number of wirelessly connected devices increases in households, is enhancing industry prospects.

Innovation Opens up Business Avenues: The rapid proliferation of IoT, wearables, drones, VR/AR devices, autonomous cars and ADAS is expected to drive the demand for RF semiconductor products beyond smartphone devices, favoring industry prospects. RF Semiconductors are setting the pace for technology modernization by digitizing aspects like connectivity, healthcare, transport and defense. The diversified utilization of RF Semiconductor products bodes well for the industry players. The evolution of semiconductor manufacturing processes from 10 nanometers (nm) to 7 nm, and even 5 nm and 3 nm technology, is anticipated to bolster the industry prospects. The rollout of bands and band combinations has led to considerable design challenges for OEM smartphone manufacturers. Industry participants are looking to address these challenges with a robust range of antenna-plexer portfolios utilizing the BAW technology.

Growing Adoption of Electric Vehicles Aids Prospects: Industry players are gaining from the increasing inclusion of their products in electric vehicles (EVs). The market for EVs is expected to expand fourfold by 2027.

Zacks Industry Rank Indicates Bullish Near-Term Prospects The Zacks Semiconductors - Radio Frequency Industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #48, which places it in the top 19% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

The industry’s position in the top 50% of the Zacks-ranked industries is a result of a positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. The industry’s earnings estimates for 2026 have moved up by 7.7% since Jan. 31, 2026.

Given the bright prospect, there are a few stocks worth watching in the industry. However, before we present the top industry picks, it is worth looking at the industry’s shareholder returns and current valuation first.

Industry Lags S&P 500 and Sector The Zacks Semiconductors - Radio Frequency Industry has underperformed the S&P 500 and its broader sector over the past year. The industry has declined 15.8% over this period against the S&P 500’s return of 21% and the broader sector’s appreciation of 30.7%.

One-Year Price Performance

Industry's Current Valuation On the basis of the forward 12-month price-to-earnings ratio (P/E), which is a commonly used multiple for valuing the Semiconductors - Radio Frequency stocks, the industry is currently trading at 12.16X, lower than the S&P 500’s 20.85X and the sector’s 25.19X.

Over the past five years, the industry has traded as high as 18.71X and as low as 7.89X, with the median being 14.53X, as the charts below show.

Forward 12-Month P/E Ratio

2 Radio Frequency Stocks to Watch RF Industries: Shares of this Zacks Rank #2 (Buy) company have moved up 129.6% year to date. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

RF Industries is benefiting from a more diversified growth profile as demand expands beyond its traditional telecom business into aerospace, edge data centers, transportation and industrial markets. The company highlighted record second-quarter 2026 bookings of more than $26 million, a backlog of approximately $20 million and improving customer engagement, particularly for integrated solutions rather than individual components. It is also pursuing large multi-site network deployment opportunities that combine products with installation and logistics services, supporting better revenue visibility for the second half of fiscal 2026.

The Zacks Consensus Estimate for RFIL’s fiscal 2026 earnings has been steady at 69 cents per share over the past 30 days.

Price and Consensus: RFIL

Skyworks: This Zacks Rank #3 (Hold) company is increasingly driven by diversification beyond smartphones. The company secured a multigenerational premium Android design win expected to generate more than $1 billion in revenue through 2030 while expanding its presence in AI-enabled devices. It also sees sustained growth from increasing RF content per device as AI workloads, WiFi 7/8, 6G, satellite connectivity and advanced wireless standards require more filters, antennas and higher-performance RF front-end solutions.

Skyworks shares have dropped 0.8% year to date. The Zacks Consensus Estimate for SWKS’ fiscal 2026 earnings has been steady at $5.05 per share over the past 30 days.

Price and Consensus: SWKS

Companies rarely get rewarded for issuing more shares. Dilution reduces existing shareholders’ ownership percentage, and investors usually view it as a warning sign that management needs more capital. But Strategy (NASDAQ:MSTR | MSTR Price Prediction) has spent years convincing shareholders that dilution can be productive if the money raised increases the value of the company’s Bitcoin (CRYPTO:BTC) holdings or strengthens its balance sheet.

That unusual strategy has made Michael Saylor’s company one of the market’s most debated stocks. Strategy is no longer simply a software company holding Bitcoin on its balance sheet. It has become a capital markets machine built around issuing securities, managing liquidity, and maintaining its position as the largest corporate Bitcoin holder.

The latest move asks investors to accept another round of dilution in exchange for a stronger financial cushion.

Strategy Sold Stock to Build Its Cash Safety Net Strategy sold approximately $263.5 million of Strategy shares over the prior week while purchasing zero Bitcoin — the second straight week it has declined to make any purchases. Instead of immediately adding to its cryptocurrency holdings, the company used capital markets to increase its U.S. dollar reserve.

That decision marks a shift from Strategy’s earlier playbook. For years, the company raised money primarily to buy more Bitcoin, betting that increasing its Bitcoin holdings would create value for shareholders. Now, the focus is liquidity.

Strategy maintains its dollar reserve to support obligations tied to its preferred stock dividends and debt payments. The company said its USD Reserve reached approximately $3.2 billion, including expected proceeds from ATM share sales that had not yet settled.

Investors saw their ownership stake cut by roughly 2% in exchange for a larger liquidity buffer.

Michael Saylor's latest gamble trades shareholder ownership for a massive cash buffer as Bitcoin holdings sit 25% underwater. Is the world's biggest corporate whale finally playing it safe? © 24/7 Wall St. Dilution Only Works If the Math Works A company issuing shares is not automatically destroying value. The key question is whether the capital raised creates more value per share than the dilution removes.

For Strategy, that calculation depends on two things:

The value of its Bitcoin holdings. The company’s ability to access capital markets at favorable prices. Strategy reported holding 843,775 Bitcoin with an aggregate purchase price of approximately $63.69 billion, or an average purchase price of $75,476. Bitcoin currently goes for around $65,925, meaning it is underwater by about 25% on paper.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and MicroStrategy didn't make the cut. Grab the names FREE today.

Yet, that Bitcoin position is the foundation of the entire investment thesis. If Bitcoin rises over time, shareholders may benefit from owning exposure through a company that can continue expanding its holdings and managing liquidity.

However, the reverse is also true. If Bitcoin declines and Strategy’s stock loses more of its premium compared with the value of its cryptocurrency holdings, issuing additional shares becomes less attractive. The company’s ability to turn dilution into shareholder value depends on maintaining investor confidence.

The Risk Is That Investors Stop Paying the Premium Strategy’s biggest advantage has historically been that investors valued MSTR shares above the underlying value of its Bitcoin holdings. That premium allowed the company to sell stock, buy Bitcoin, and potentially increase Bitcoin exposure per share. But that advantage is not guaranteed.

Recent market pressure has destroyed Strategy’s valuation premium compared with its Bitcoin holdings, creating a tougher environment for the company’s capital strategy. And it began selling Bitcoin.

Granted, building a cash reserve is not the same as abandoning the Bitcoin strategy. A stronger balance sheet can give Strategy more flexibility during market downturns. But Strategy’s primary strategy now is to pay the dividends on its preferred stock, not maximize retail investor value. That’s what the USD Reserve does.

Still, the same investors who dislike dilution today may benefit if the additional liquidity allows the company to avoid selling Bitcoin during a weak market.

Key Takeaway In short, Strategy is asking shareholders to accept a familiar trade: more dilution today in exchange for a stronger financial position tomorrow.

That trade makes sense only if investors believe Saylor can continue creating value through disciplined capital management and Bitcoin ownership growth. The company’s strategy is not low-risk, and dilution will remain a major concern for shareholders.

But the latest stock sale is not about buying more Bitcoin. It is about ensuring Strategy has enough financial flexibility to survive Bitcoin’s volatility for the benefit of preferred shareholders. For investors who believe Bitcoin has a long-term upward trajectory, that reserve may ultimately prove valuable. For investors looking for a straightforward Bitcoin investment without corporate financing complexity, owning Bitcoin directly or buying spot ETFs is still the simpler — and better — option.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and MicroStrategy didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

The Investment Committee debate some of their stocks that are on the move today.

I rate Atmos Energy a buy, supported by a $26 billion capital plan poised to nearly double its rate base by FY2030. ATO's rapid conversion of capital spending to earnings, with over 90% earning within six months, underpins a visible EPS growth trajectory. Texas pipeline operations offer additional regulated growth, with APT's expanding rate base and robust demand drivers supporting long-term returns.

New York, New York--(Newsfile Corp. - July 22, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/LCID.

Lucid Case Details

The Complaint allegs that throughout the Class Period, Defendants failed to disclose that:

a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and as a result, defendants' public statements were materially false and misleading at all relevant times.What's Next for Lucid Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/LCID, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Lucid Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300167

Source: Bronstein, Gewirtz & Grossman, LLC

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Key Takeaways Corning reports Q2 2026 earnings on July 28, with Optical Communications expected to lead growth.GLW's AI infrastructure, fiber broadband and solar businesses are expected to support results.GLW has topped earnings estimates in the past four quarters but lacks a favorable earnings beat signal. Corning Incorporated (GLW - Free Report) is scheduled to report second-quarter 2026 earnings on July 28, 2026. The Zacks Consensus Estimate for sales and earnings is pegged at $4.6 billion and 76 cents per share, respectively. Earnings estimates for GLW have decreased 0.31% to $3.18 for 2026 and increased 0.96% to $4.22 for 2027 over the past 60 days.

GLW Estimate Trend
Image Source: Zacks Investment Research

Earnings Surprise HistoryThe advanced glass substrates producer has a solid trailing four-quarter earnings surprise history, having exceeded expectations on each occasion. It delivered a four-quarter earnings surprise of 2.41%, on average.

Image Source: Zacks Investment Research

Earnings WhispersOur proven model does not conclusively predict an earnings beat for Corning for the second quarter. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. That is not the case here.

Corning currently has an ESP of -0.70% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Factor Shaping Upcoming ResultsCorning's Optical Communications business is expected to remain the primary growth engine in the second quarter. Growing investment in AI infrastructure will likely propel growth in this segment. Rising deployment of AI data centers is increasing demand for the company's optical fiber, cable and connectivity products.

Ongoing expansion of fiber broadband networks is another growth factor. Telecom carriers continue investing in fiber-to-the-home infrastructure to meet rising bandwidth requirements, creating strong demand for Corning's optical solutions.

The Solar business is expected to remain a major contributor. Demand for domestically manufactured solar products, including polysilicon, wafers and modules, remains healthy. Customers increasingly prefer U.S. made products and suppliers to increase reliability in their supply chain amid growing geopolitical volatility and trade uncertainty. Growing investment in advanced chip production and AI-related semiconductor capacity is supporting demand for the company's high-performance materials and optical technologies.

Per the Zacks Consensus Estimate, net sales from the optical communications segment are pegged at $1.94 billion, up from $1.56 billion a year ago. Net sales from the automotive and Life Sciences vertical are pegged at $453.36 million and $315.35 million, respectively.

Price PerformanceOver the past year, Corning has surged 191% compared with the industry’s growth of 251.2%. It has outperformed peers like Amphenol Corporation (APH - Free Report) but lagged Ciena Corporation (CIEN - Free Report) over this period. While Amphenol has gained 56.7%, Ciena has jumped 371.1%.

Image Source: Zacks Investment Research

Key Valuation MetricFrom a valuation standpoint, Corning appears premium relative to the industry but is trading above its mean. Going by the price/earnings ratio, the company shares currently trade at 43.17 forward earnings, higher than 39.47 for the industry and higher than the stock’s mean of 31.88.

Image Source: Zacks Investment Research

Investment ConsiderationCorning is positioning itself as a critical supplier to the AI ecosystem. An AI data center requires massive GPU clusters, high-speed optical interconnects, robust fiber networking infrastructure and advanced photonic solutions. Hyperscalers are rapidly expanding AI data centers, and this is directly boosting demand for Corning’s leading-edge optical fiber and connectivity products.

The company's Solar business has also emerged as an important growth engine. Its vertically integrated U.S. manufacturing platform, spanning polysilicon, wafers and solar modules, positions Corning to capitalize on growing demand for domestically produced solar components. Growing demand for specialty optical materials used in semiconductor manufacturing further diversifies its revenue base. Despite some weakness, demand for premium Corning’s Gorilla Glass products remains resilient. A diverse portfolio and strong focus on innovation enable it to maintain its competitive edge amid growing competition from other players, such as Amphenol and Ciena.

Corning's ongoing productivity initiatives are expected to remain a positive driver. Improved manufacturing efficiency, disciplined cost management and a more favorable product mix are expected to drive strong margin expansion.

End NoteCorning continues to strengthen its competitive position through innovation across optical connectivity, advanced glass and semiconductor applications. Expansion into high-growth markets, such as AI data center, solar, automotive and semiconductor, is a positive factor. Upward estimate revisions underscore growing confidence among investors regarding the stock's growth potential. Owing to these factors, Corning seems to be a good investment option at present.

Key Takeaways Dell's AI server sales are growing 700% YoY.EPS is projected to double this quarter.Dell shares are forming a classic high-tight-flag pattern. Dell Technologies Company OverviewZacks Rank #1 (Strong Buy) stock Dell Technologies ((DELL - Free Report) ) is a leading provider of servers, storage, and PCs. The Round Rock, Texas-based company is a leader in the traditional PC space. However, over the past few years, Dell has transformed into a primary enterprise hardware vendor providing the “picks and shovels” needed for the massive global AI infrastructure buildout. Dell operates in more than 150 countries and reported over $100 billion in annual revenue last year.

Dell: An AI Infrastructure JuggernautDell’s fastest-growing business is its AI-optimized server segment, which is experiencing mind-boggling year-over-year growth of more than 700%! Dell’s AI servers are ultra-high-performance computers designed to process immense quantities of information at once. Unlike standard computers that can only handle one or two tasks simultaneously, these specialized servers can handle millions of complex math problems simultaneously. These AI servers perform the two most important AI tasks: training (feeding the AI massive quantities of data) and inference (hosting the AI so customers can use it).

Dell separates itself from competitors through its “plug-and-play” service. Instead of selling individual products to customers, Dell combines the chips, software, and power systems so clients receive a complete AI rack ready to use immediately. Dell’s expanding ecosystem supports a fuller stack for customers that want to run AI on infrastructure they control. Management recently highlighted partners including NVIDIA ((NVDA - Free Report) ), Google ((GOOGL - Free Report) ) Cloud, OpenAI, Palantir ((PLTR - Free Report) ), ServiceNow ((NOW - Free Report) ), and others.

The AI Buildout is Not Slowing Tuesday, Super Micro Computer ((SMCI - Free Report) ), a direct Dell competitor, trounced earnings and guided for gross margins to nearly double from ~8.8% to 15-17%. The news suggests that Dell, which has much higher margins than SMCI, will be able to increase those margins further in the coming quarters. Separately, Dell customer OpenAI raised its projected compute spending through 2030 to ~$750B from $600B earlier this year.

Dell’s Scorching-Hot GrowthDell is growing earnings at a rapid clip. Zacks Consensus Estimates suggest that the company’s EPS will more than double in the current quarter and will grow ~66% in 2026.

Image Source: Zacks Investment Research

Meanwhile, Dell has proven an ability to deliver positive EPS surprises in recent quarters. For instance, last quarter, Dell beat consensus estimates by a juicy 59.87%.

Image Source: Zacks Investment Research

Dell Sets Up High Tight FlagDELL shares are set up in a classic high tight flag pattern. An HTF occurs when a stock doubles in 8 weeks or less then corrects no more than 20%.

Image Source: TradingView

Bottom Line

Dell has successfully evolved from a traditional PC manufacturer to a hardware leader in the global AI buildout. With massive earnings growth, expanding partnerships, and a unique “plug-and-play” service, Dell’s bullish trajectory is likely to continue.