Kahn Swick & Foti prověřuje, zda plánovaný prodej Axalta Coating Systems společnosti AkzoNobel není podhodnocený. Akcionáři Axalty mají dostat 0,6539 akcie AkzoNobel za každou svou akcii.
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Axalta Coating Systems Ltd. (NYSE: AXTA) to Akzo Nobel N.V. Under the terms of the proposed transaction, shareholders of Axalta will receive 0.6539 shares of AkzoNobel for each share of Axalta that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nyse-axta/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
Key Takeaways FormFactor shares surged 110.7% YTD as record DRAM revenue and HBM demand fueled outperformance.FORM is expanding beyond memory into networking chips, GPUs, custom ASICs and co-packaged optics.FORM targets $240 million in Q2 2026 revenues, while heavy expansion spending may pressure margins. FormFactor (FORM - Free Report) shares have jumped 110.7% year to date (YTD), outperforming the Zacks Computer and Technology sector’s appreciation of 17%. The outperformance can be attributed to record DRAM revenues, driven by an accelerating high-bandwidth memory (HBM) demand and sharp margin expansion. However, FORM’s prospect remains dependent on continuing AI infrastructure spending. Heavy investments in the Farmers Branch manufacturing expansion are likely to keep margins under pressure.
Nevertheless, we believe FORM’s share price is well-poised to appreciate, driven by strong demand for HBM as well as an expanding AI exposure beyond memory into networking, GPUs and custom ASICs. These factors are expected to strengthen FORM’s competitive position against broader semiconductor competitors, including Teradyne (TER - Free Report) , Cohu (COHU - Free Report) and KLA (KLAC - Free Report) YTD. Shares of Cohu, KLA and Teradyne have returned 141.4%, 90.5% and 85.8%, respectively. So, what should investors do with the stock? Let’s dig deep to find out.
FORM Stock’s Price Performance
Image Source: Zacks Investment Research
AI & Strong HBM Demand Aids FORM’s ProspectFormFactor is one of the biggest beneficiaries of the AI infrastructure buildout through its leadership in HBM probe cards. The company expects another record DRAM revenue growth in the second quarter of 2026 as a second major customer ramps up adoption of FORM’s SmartMatrix technology. The company also highlighted that the transition from HBM3 to HBM4 and eventually HBM5 increases test intensity and market-share opportunities.
FormFactor is now winning business across networking chips, data-center CPUs, GPUs and custom ASICs. Management noted that networking growth helped a leading high-performance computing customer become a 10% customer for the first time. FORM also secured additional GPU design wins, expects production shipments in the second half of 2026 and is deepening engagements with hyperscalers on custom ASICs. This broadens AI exposure and reduces dependence on any single product category.
FormFactor is also benefiting from the emergence of co-packaged optics (CPO), an important AI networking technology. The company raised its 2026 CPO revenue outlook toward the high end of the previously guided $10-$20 million range, citing faster production ramps and growing demand for Triton production-test systems developed with Advantest and Tokyo Electron. Through its Triton production-test platform and Keystone Photonics acquisition, FORM expects accelerating CPO adoption to become another long-term growth driver.
FormFactor sits at the intersection of two of the industry's strongest secular trends - high-performance computing and advanced packaging. As chips become more complex, advanced packaging, HBM stacks and chiplet architectures require substantially more testing, increasing probe card demand. At Investor Day, FormFactor outlined plans to double revenue by 2030 while more than doubling non-GAAP earnings, supported by AI infrastructure growth, advanced packaging adoption and higher test intensity.
FORM’s Earnings Estimate Revision Shows Positive TrendFormFactor’s guided second-quarter 2026 revenues to $240 million (plus or minus $5 million), with non-GAAP gross margin expected at 49.5% (plus or minus 1.5%), and non-GAAP earnings projected at 61 cents (plus or minus 4 cents) per share.
The Zacks Consensus Estimate for second-quarter 2026 earnings is pegged at 61 cents per share, up 10.9% over the past 60 days and indicating 125.93% growth over the year-ago quarter’s reported figure. The consensus mark for second-quarter 2026 revenues is pegged at $240.1 million, suggesting 22.6% growth from the year-ago quarter’s reported figure.
The Zacks Consensus Estimate for 2026 earnings is pegged at $2.40 per share, up 5.7% over the past 60 days and indicating 84.62% growth over 2025’s reported figure. The consensus mark for 2026 revenues is pegged at $958.05 million, suggesting 22.1% growth from 2025’s reported figure.
FORM Shares Are Trading at a PremiumFormFactor shares are trading at a premium as suggested by a Value Score of F.
In terms of the forward 12-month price-to-sales (P/S), the company is trading at 9.23X compared with the broader sector and peers. The broader sector is trading at 6.98X while Cohu, Teradyne and KLA trade at 4.28X, 11.24X and 17.47X, respectively.
FORM Stock’s Valuation
Image Source: Zacks Investment Research
ConclusionFormFactor is benefiting from the rapid expansion of AI infrastructure, leveraging its leadership in semiconductor probe cards and wafer-level testing technologies. As hyperscalers and chipmakers invest heavily in AI servers, the demand for HBM, GPUs, networking chips and custom AI accelerators continues to rise, significantly increasing the need for advanced semiconductor testing solutions. Momentum is also supported by co-packaged optics programs, including the Triton production-test ramp and the Keystone Photonics acquisition that expands optical probing capability. These factors justify a premium valuation.
FormFactor currently sports a Zacks Rank #1 (Strong Buy), which implies that investors should start accumulating the stock right now. You can see the complete list of today’s Zacks #1 Rank stocks here.
Key Takeaways Eaton closed 6.7% below its 52-week high, supported by electrification and data center demand.Eaton expects 2026 adjusted EPS of $13.05-$13.50 and organic revenue growth of 9-11%.Eaton's 24.72% ROE tops the industry, but its 27.96X forward P/E signals a premium valuation. Shares of Eaton Corporation (ETN - Free Report) closed at $407.28, a 6.7% discount to its 52-week high of $436.74. This diversified power management company and a global technology leader in electrical components and systems is gaining from rising electrification and data center demand.
Eaton has gained 1.3% in the past three months, outperforming the industry. It has, however, lagged its sector and the Zacks S&P 500 composite in the same time frame.
ETN vs Industry, Sector, S&P 500 in 3 Months
Image Source: Zacks Investment Research
Emerson Electric Co. (EMR - Free Report) and Powell Industries (POWL - Free Report) , both industrial tech stocks, have lost 3.9% and 0.9%, respectively, in the past three months.
Should you consider adding ETN stock to your portfolio based on positive price movement only? Let’s delve deeper and find out the factors that can help investors decide whether it is a good time to add ETN stock to their portfolio.
What’s Driving Eaton?Eaton is well-positioned to benefit from several long-term growth drivers, including grid modernization, expanding data center infrastructure, industrial automation, the global energy transition, and the recovery in aerospace markets. Its growing backlog reflects healthy customer demand and the company's ability to deliver reliable, mission-critical power management solutions.
Innovation and sustainability remain central to Eaton’s long-term strategy. The company plans to invest approximately $3 billion in research and development over the next decade to develop advanced, sustainable technologies, strengthen its product portfolio, and meet evolving customer needs while reinforcing its competitive position.
Strategic acquisitions also play an important role in Eaton’s growth strategy. During the first quarter, the company completed nearly $11 billion in acquisitions, expanding its presence in high-growth, high-margin markets and enhancing its long-term earnings potential.
The rapid expansion of AI-driven data centers presents a significant growth opportunity, as these facilities require greater power capacity and energy efficiency. Eaton continues to strengthen its position across the electrical power value chain while benefiting from robust demand in data center, utility, commercial aerospace and defense markets. Its diversified business portfolio, spanning industrial, utility, commercial, residential and aerospace end markets, helps reduce dependence on any single industry.
In addition, Eaton remains focused on improving operational efficiency and expanding margins through portfolio optimization, productivity initiatives and disciplined execution of its strategic growth plans.
Encouraging Estimates for EatonEaton now expects adjusted earnings per share in the range of $13.05-$13.50 for 2026 and organic revenue growth in the range of 9-11% in 2026.
The Zacks Consensus Estimate for 2026 and 2027 revenues indicates a 15.9% and 10.3% year-over-year increase, respectively. The same for 2026 and 2027 earnings implies a 10.4% and a 17.4% year-over-year increase, respectively. The expected long-term earnings growth rate is pegged at 11.7%.
Analyst Sentiment on EatonThe Zacks Consensus Estimate for ETN’s 2026 earnings per share has witnessed no movement in the last 30 days, while the same for 2027 has moved 2 cents north in the same time.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Emerson’s 2026 earnings per share has witnessed no movement in the last 30 days, while the same for 2027 has moved up 1 cent north in the same time.
The Zacks Consensus Estimate for Powell’s 2026 and 2027 earnings per share has witnessed no movement in the last 30 days.
Eaton’s Return on Equity Is Better Than the IndustryReturn on equity (“ROE”) is a financial ratio that measures how well a company uses its shareholders’ equity to generate profits. The current ROE of the company indicates that it is using shareholders’ funds more efficiently than its peers.
Eaton’s trailing 12-month return on equity is 24.72%, ahead of the industry average of 20.32%.
ETN’s Prudent Capital DeploymentEaton continues to balance growth investments with cash generation. Management expects operating cash flow of $5.0-$5.4 billion and free cash flow of $3.9-$4.3 billion in 2026, which supports continued reinvestment and shareholder returns over time.
ETN’s management has raised dividends five times in the past five years. The current annual dividend is $4.40 per share, reflecting a dividend yield of 1.1%.
Is Eaton’s Stock Expensive?Eaton’s shares are trading at a premium compared with its industry. The company’s forward 12-month price to earnings of 27.96X is higher than its industry’s 23.7X and above the median of 23.71X over the last five years.
Image Source: Zacks Investment Research
Eaton shares are more expensive than Emerson Electric but cheaper than Powell.
Parting Thoughts on ETNEaton continues to benefit from strong execution across its core businesses, supported by robust demand stemming from data center expansion. The company’s ongoing investments in research and development are driving innovation, strengthening its product portfolio, and enabling it to address evolving customer needs. In addition, strategic acquisitions are enhancing its technological capabilities, expanding its product offerings and increasing its exposure to high-growth markets.
Eaton’s investment outlook is supported by favorable earnings estimate revisions, healthy returns on investment, and a growing backlog that reflects sustained customer demand. However, given its premium valuation, it is better to adopt a wait-and-see approach for this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
DigitalOcean čeká ve 2. čtvrtletí růst tržeb asi o 29 % a RPO má přesáhnout 800 milionů USD, více než desetinásobek oproti loňsku. Tahounem jsou nové velké AI kontrakty a delší než tříleté smlouvy.
Key Takeaways DigitalOcean expects Q2 revenue growth of about 29%, accelerating from 14% a year earlier. Nine-figure AI commitments should lift RPO above $800 million, more than 10 times the year-ago level. Contract duration should exceed three years as committed data center capacity reaches about 155 MW. DigitalOcean (DOCN - Free Report) shares have soared 171.2% year to date, significantly outperforming the Zacks Computer and Technology sector's return of 16.9%. The rally has been fueled by accelerating artificial intelligence (AI) adoption, an increasing number of enterprise clients and improving financial performance as the company transforms itself into an AI-native cloud platform.
However, the momentum has hit a brake in the past three sessions following DigitalOcean’s preliminary second-quarter 2026 results, which were announced on July 7. Shares lost 4.8% to close at $130.49 on July 10 and were roughly 3% down at the time of writing this article.
DOCN expects remaining performance obligations (RPO) to exceed $800 million, up more than 10 times year over year. The increase is being driven by multiple new nine-figure annual customer commitments for AI inference and cloud services. The weighted average contract duration is also expected to rise from 1.6 years to more than three years, significantly improving long-term revenue visibility.
DigitalOcean expects second-quarter revenue growth of approximately 29%, accelerating from 14% in the year-ago quarter. Adjusted EBITDA margin and non-GAAP earnings per share are projected to be at or above the high end of previously issued guidance.
To support growing AI demand, the company has secured an additional 20 megawatts (MW) of committed data center capacity for late 2027 and early 2028, bringing total committed capacity to approximately 155 MW. These large customer commitments reinforce DigitalOcean's position as an emerging AI infrastructure provider while providing greater certainty around future revenues.
AI Expansion Supports DigitalOcean's Growth StoryThe preliminary second-quarter outlook builds on DigitalOcean's strong first-quarter execution. In the first quarter of 2026, revenues increased 22% year over year to $258 million, while AI customer annual recurring revenues (ARR) surged 221% year over year to $170 million. ARR from customers generating more than $1 million annually climbed 179% to $183 million, underscoring accelerating adoption among larger enterprise customers.
DigitalOcean has transformed from a traditional cloud infrastructure provider into a full-stack AI-native cloud platform that combines GPU infrastructure, inference services, managed databases, Kubernetes and AI agents within a single integrated platform. This strategy simplifies AI deployment, reduces vendor lock-in and positions the company to benefit from growing enterprise demand for AI inference and agentic workloads. The company continues to invest aggressively in AI infrastructure, product innovation and data center capacity to support future growth.
DOCN’s Earnings Estimate Revision Trend SteadyThe Zacks Consensus mark for earnings per share is pegged at 26 cents, unchanged over the past 30 days. The figure implies a year-over-year decrease of 55.93%.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $274.73 million, indicating year-over-year growth of 25.62%.
DOCN's Zacks Rank & Other Stocks to ConsiderCurrently, DigitalOcean carries a Zacks Rank #2 (Buy).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Analog Devices (ADI - Free Report) are some other top-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Analog Devices sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 111.2% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 245.5% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of ADI have gained 45.9% in the year-to-date period. The long-term earnings growth rate for Analog Devices is pegged at 28.76%.
Key Takeaways Nu Mexico received banking approval and has 30 days to complete its transition to a bank.Nu's Mexico customer base grew in Q1 2026 to 15 million from 2.1 million in early 2022. NU plans to invest $4.2 billion in Mexico through 2030 while its market share remains below 1%. Nu Holdings Ltd. (NU - Free Report) , the company behind the Nubank brand, announced that its Mexican subsidiary, Nu Mexico, has received authorization from Mexico’s National Banking and Securities Commission (“CNBV”) to begin operating as a bank. The authorization process was supervised by the CNBV, the Bank of Mexico and the Ministry of Finance. Nu Mexico has 30 days to complete the transition.
The license will make Nu Mexico the country’s largest digital bank, serving more than 15 million customers. The company adds 12,000 customers daily, operates in 98% of Mexico’s municipalities and plans to invest $4.2 billion in the country through 2030.
Nubank entered Mexico in 2019, and Nu Mexico launched its first product in 2020: a no-fee credit card with customizable financing plans. It later added the Cuenta Nu savings account, featuring Cajita Turbo and Scam Alert, alongside personal loans and secured cards designed to widen credit access and help customers build credit histories.
That broader product range is supporting a financial turning point. Nu Mexico reached break-even in the first quarter of 2026 after expanding its customer base to 15 million from 2.1 million in early 2022. Monthly Average Revenue Per Active Customer rose to $15.90 from $11.60 in the prior year, while its efficiency ratio improved by 78 percentage points to 42%.
The opportunity remains large. NU estimates Mexico’s 2025 consumer banking gross-profit pool at $43 billion, with projected five-year annual growth of about 15%, while its market share remains below 1%. NU’s first-quarter 2026 managerial revenues reached $5.32 billion, deposits totaled $42.4 billion and its credit portfolio stood at $37.2 billion.
How Are SOFI & XYZ Faring?SoFi Technologies (SOFI - Free Report) is expanding beyond consumer lending by adding small-business loans, home-equity products, AI financial tools, enterprise banking and blockchain-based services. SOFI's partnerships are also bringing more funding onto its loan platform, reducing reliance on balance-sheet lending. Three agreements announced in March 2026 covered more than $3.6 billion in personal loans.
Block (XYZ - Free Report) is widening its reach through Cash App, Square, Afterpay and bitcoin products, linking consumer payments with merchant services and credit. Its tools include installment plans for peer-to-peer transfers, contactless payments and restaurant technology. Across Cash App Borrow, Afterpay and Square Loans, XYZ has provided customers with access to more than $200 billion.
NU’s Price Performance, Valuation, and EstimatesShares of NU have declined 10.3% in the past three months, underperforming the broader industry and the S&P 500 Index.
Image Source: Zacks Investment Research
From a valuation standpoint, NU trades at a forward price-to-earnings ratio of 13.73X, well above the industry’s 11.42X. It carries a Value Score of C.
Image Source: Zacks Investment Research
NU’s estimates have declined a cent over the past month. The Zacks Consensus Estimate for full-year 2026 EPS is pegged at 83 cents.
Image Source: Zacks Investment Research
NU stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Rigetti získala kontrakt na dodávku 108qubitového kvantového počítače pro C-DAC v Indii, což potvrzuje rostoucí poptávku po kvantové infrastruktuře. Akcie RGTI jsou letos o 25,4 % níže.
Key Takeaways Rigetti pairs its Fab-1 chip facility with a modular architecture aimed at scaling quantum systems.A 108-qubit C-DAC contract signals rising demand for dedicated quantum infrastructure.Shares are down 25.4% YTD, while 2026 earnings estimates imply a 71.9% year-over-year improvement. Artificial intelligence did not become a transformative technology overnight. While advances in algorithms were important, widespread adoption accelerated only after the underlying hardware ecosystem matured. Quantum computing could be entering a similar phase, with the focus gradually shifting from scientific breakthroughs to building the infrastructure needed for commercial adoption. That trend could create opportunities for companies like Rigetti Computing (RGTI - Free Report) , which is investing in manufacturing capabilities and scalable hardware architecture alongside advances in quantum performance.
Rigetti differentiates itself through its vertically integrated approach. The company owns and operates Fab-1, a dedicated quantum chip fabrication facility that provides greater control over manufacturing and product development. Its modular architecture is designed to support larger quantum systems by connecting multiple chips, potentially offering a more scalable path than relying solely on increasingly complex monolithic processors. At the same time, commercial momentum appears to be improving.
Rigetti recently secured a contract to deliver a 108-qubit quantum computer to India's Centre for Development of Advanced Computing (C-DAC), highlighting growing demand from governments and research institutions for dedicated quantum infrastructure. While the company remains in the early stages of commercialization and execution risks persist, its strategy suggests Rigetti is positioning itself not just as a quantum hardware developer but as a provider of the infrastructure that could support the industry's long-term growth.
Peers UpdatesQuantum Computing Inc. (QUBT - Free Report) , or QCi, recently completed its acquisition of NHanced Semiconductors in a deal valued at $73.1 million in cash and stock, with potential additional milestone payments of up to $72 million. The transaction expands QCi's semiconductor fabrication and advanced packaging capabilities, supporting the company's transition from research and prototyping to scalable commercial manufacturing. The acquisition also adds specialized engineering expertise, strengthening QCi's ability to develop and produce its photonic quantum technologies at scale.
IonQ (IONQ - Free Report) recently unveiled Clavis XG Multiplex, a new addition to its Clavis XG Quantum Key Distribution portfolio, designed to make quantum security even more practical and deployable across metropolitan fiber networks. The Clavis XG product line stands out for its enterprise-grade network integration, offering benefits in form factor and maintenance to configuration and management. IonQ also recently opened a new laboratory suite in Boulder, CO, to support quantum computing R&D and semiconductor chip testing facilities.
Rigetti’s Price Performance, Valuation and Estimates
Shares of RGTI have lost 25.4% in the year-to-date period compared with the industry’s decline of 4.7%.
Image Source: Zacks Investment Research
From a valuation standpoint, Rigetti trades at a price-to-book ratio of 9.42, above the industry average. RGTI carries a Value Score of F.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Rigetti’s 2026 earnings implies a significant 71.9% improvement from the year-ago period.
Image Source: Zacks Investment Research
The company currently has a Zacks Rank #4 (Sell).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BigBear.ai v lednu 2026 eliminovala zbývajících 124,6 milionu USD z konvertibilních dluhopisů splatných v roce 2029 a na konci 1. čtvrtletí jí zůstalo jen asi 16,5 milionu USD dluhu. Firma zároveň potvrdila výhled výnosů na rok 2026 ve výši 135–165 milionů USD.
Key Takeaways BigBear.ai eliminated $124.6 million of 2029 convertible notes, leaving $16.5 million of debt.BBAI ended Q1 with $431.5 million in cash and investments and backed 2026 revenue guidance.BBAI's backlog rose 14% sequentially to $281.9 million, helped by a $53 million intelligence contract. BigBear.ai (BBAI - Free Report) has taken a meaningful step toward strengthening its financial profile by aggressively reducing debt, a move that could improve investor confidence even though the company remains unprofitable.
The biggest milestone came in January 2026, when BigBear.ai eliminated the remaining $124.6 million of its 2029 convertible notes, primarily through debt-to-equity conversions. As a result, only about $16.5 million of debt remained at the end of the first quarter, with management expecting that balance to be settled before the end of 2026. The transaction also reduced first-quarter interest expense by $4.8 million year over year, freeing up resources for growth initiatives.
The healthier balance sheet gives BigBear.ai greater financial flexibility as it pursues opportunities in national security and trade and travel. Management ended the first quarter with $431.5 million in cash and investments, while affirming its 2026 revenue guidance of $135-$165 million. The company also reported a 14% sequential increase in backlog to $281.9 million, supported by a $53 million classified intelligence contract and expanding demand for its Ask Sage generative AI platform.
Operationally, the company is shifting toward higher-margin software and AI platforms. Ask Sage is helping improve revenue mix, contributing to a sharp expansion in gross margin to 34% from 21.3% a year earlier. Management is also integrating recent acquisitions, reorganizing sales teams around growth markets and targeting additional government AI contracts.
While the deleveraging effort marks a positive turning point, it is not a complete investment thesis. BigBear.ai continues to post net losses and negative adjusted EBITDA, while operating cash flow remained negative in the first quarter. For the stock to sustain a re-rating, the company must convert its stronger balance sheet, expanding backlog and AI-driven product portfolio into consistent revenue growth and profitability.
BBAI’s Price Performance, Valuation & EstimatesShares of BBAI have plunged 39.4% so far this year, lagging the Zacks Computers - IT Services industry, as shown below. At the same time frame, other industry players, including C3.ai, Inc. (AI - Free Report) and Palantir Technologies (PLTR - Free Report) , have lost 33.6% and 28.7%, respectively.
BBAI Stock’s YTD Price Performance
Image Source: Zacks Investment Research
BBAI stock is currently trading at a discount compared with the industry peers, with a forward 12-month price-to-sales (P/S) ratio of 10.05, as evidenced by the chart below. Other industry peers, such as C3.ai and Palantir, have P/S ratios of 6.17 and 32.33, respectively.
BBAI’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for BBAI’s 2026 loss per share has remained unchanged in the past 60 days, as shown below. The estimated figure indicates a narrower loss from the year-ago loss of 82 cents per share.
EPS Trend of BBAI Stock
Image Source: Zacks Investment Research
BigBear.ai currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Akcie Meta v pátek 10. července vzrostly o 5,97 % na 669,21 USD poté, co společnost oznámila, že může pronajímat přebytečný výpočetní výkon pro AI. Jim Cramer říká, že tento krok může být pro akcii „100 bodů“.
Jim Cramer says a single AI product decision at Meta Platforms (NASDAQ:META | META Price Prediction) just moved the stock roughly $100 per share, and he is using it as Exhibit A for why big tech is nearly impossible to trim.
In his Sunday column, Cramer wrote that on the June 30 episode of Mad Money he argued a cloud business announcement from Meta would be “worth an easy 100 points, or $100 per share, for the stock,” back when shares closed at $563. Ten trading days later, they closed at $669.21.
That is a 14.81% move in a single week and a 17.31% move in a month on a company with a $1.7 trillion market cap. Cramer’s takeaway, published on CNBC: “By a simple stroke of a pen, Meta gives you 100 points, or almost 20%.”
The Catalyst Cramer Called The specific event was Meta signaling it would rent out excess AI compute. Zuckerberg told Bloomberg last week that “the offers that you get for using the compute are so high that it may make sense, in some cases, to rent out or consider those kind of deals instead of your own internal uses.” Meta jumped 5.97% on Friday, July 10, closing at $669.21.
The compute-monetization pivot lands on top of Meta Superintelligence Labs, the new AI research entity Zuckerberg introduced on the Q1 2026 call. He described it as a “milestone quarter” that included “the release of our first model from Meta Superintelligence Labs” and reiterated the goal of “personal superintelligence to billions of people.”
The Numbers Under the Rally Meta’s Q1 2026 report, filed with the SEC on April 29, showed revenue of $56.31 billion, up 33.08% year over year, and EPS of $10.44 against a $6.66 estimate. The advertising engine grew 33%, with ad impressions +19% and average price per ad +12%. Family daily active people reached 3.56 billion.
The catch: capex. Meta raised full-year 2026 capital expenditure guidance to $125–145 billion, up from a prior $115–135 billion range. Q1 capex alone hit $19 billion. Cramer’s argument is that the compute-rental pivot changes how investors should think about that spend, because dormant infrastructure suddenly becomes a revenue line rather than a capex sinkhole.
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Debt Versus AI Payback The bear case Cramer is answering is leverage. Total debt has climbed from $13.87 billion at year-end 2021 to $86.77 billion at the end of Q1 2026. Capital lease obligations tied to AI data centers doubled to $28.02 billion. Debt-to-equity has moved from 0.111 to 0.356.
The offset is cash generation. Retained earnings reached $144.65 billion. Operating cash flow in Q1 was $32.23 billion. Liquid assets total $51.84 billion, and the current ratio sits at 2.35x.
Investors sorting the AI winners from the also-rans may find useful context in our 7 Stocks Powering the AI Boom (That Aren’t Chipmakers) report, which frames why hyperscalers with in-house monetization paths get valued differently than pure infrastructure plays.
What to Watch Next At 24x trailing earnings and 19x forward, Meta is not cheap on a growth-adjusted basis, but the analyst consensus target of $828.34 implies room above current levels, backed by 49 Buy and 8 Strong Buy ratings against zero Sell calls. Q2 revenue guidance is $58–61 billion.
Prediction markets are notably split on tempo. Polymarket traders assign a 64.5% probability that shares finish today lower, yet give Meta an 80.5% chance of ending 2026 with a higher valuation than OpenAI. That is the exact tension Cramer’s column captures: near-term digestion is possible, but the AI optionality is the reason he says these names are so hard to leave.
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Meta zvýšila odhad kapitálových výdajů pro rok 2026 na 125 až 145 miliard USD kvůli dražším komponentám a datovým centrům pro AI. V prvním čtvrtletí utratila 18,997 miliardy USD, meziročně o 46,8 % více.
$125 billion to $145 billion. That is what Meta Platforms (NASDAQ:META | META Price Prediction) now expects to spend on capital expenditures in 2026, raised from a prior range of $120 to $135 billion when the company reported first-quarter results on April 29, 2026.
Now, this is forward-looking guidance, not a reported figure. That said, this number stands against a 2025 full-year capex base of $72.215 billion. The framing writes itself: Meta is preparing to deploy roughly $50 billion more on AI infrastructure this year than last, and CFO Susan Li told analysts the raise reflects “higher component pricing this year and, to a lesser extent, additional data center costs to support future-year capacity.”
What It Means The scale is what stops you. In the first quarter alone, Meta spent $18.997 billion on capex, up 46.8% year over year. The company also disclosed that multiyear cloud deals and infrastructure purchase agreements drove a $107 billion step up in contractual commitments during the quarter. Zuckerberg framed the spend directly: “We are investing aggressively to meet our infrastructure needs and ensure we maximize our strategic flexibility over the coming years.”
What backs the spend is a business still compounding at scale. Q1 revenue came in at $56.311 billion, up 33.08% year over year, with operating income of $22.872 billion and a 41% operating margin. Ad impressions rose 19% and average price per ad rose 12%, both year over year, while family daily active people reached 3.56 billion. Free cash flow was $12.386 billion in the quarter, and operating cash flow reached $32.226 billion. Additionally, reported EPS of $10.44 exceeded expectations against a consensus of $6.6587, though investors should note the beat was inflated by an $8.03 billion one-time tax benefit tied to U.S. Treasury guidance on capitalized R&D, worth $3.13 per share.
Market Reaction Meta shares have not rewarded the Capex raise. From the Q1 filing date on April 29, 2026 through July 2, 2026, the stock is down 12.81%, moving from $668.53 to $582.90. Year to date, shares are off 11.54%. Over the past week, however, the stock has moved higher by 7.37%, and one TradingKey report attributed a 7.56% single-day gain on July 1 to plans to launch a cloud infrastructure business selling excess AI computing capacity.
Bull Case The bull case rests on three data points that connect the capex to cash. First, monetization is accelerating alongside the AI build. On Instagram, Q1 ranking improvements drove a 10% lift in Reels time spent, and Facebook video time rose more than 8% globally, the largest quarter-over-quarter gain in four years. Enhancements to the Lattice and GEM ad models delivered a more than 6% increase in conversion rate for landing page view ads.
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Second, the business AI layer is scaling from a small base. Susan Li said Meta now has “more than 10 million conversations each week being facilitated through business AIs, up from 1 million at the start of the year.”
Third, the company is diversifying compute suppliers to control cost, with Zuckerberg noting Meta is “rolling out more than one gigawatt of our own custom silicon that we are developing with Broadcom as well as a significant amount of AMD chips to complement the new NVIDIA systems.”
I think Meta’s valuation still frames the setup as reasonable for a business growing revenue in the low 30s. The company’s trailing P/E multiple sits at 22, forward P/E at 19, and the analyst consensus target is $828.13 against a current price of $582.90. Ratings tilt heavily positive with 8 strong buy, 49 buy, 6 hold, and zero sell ratings. Prediction markets favor Meta over OpenAI at 81% probability of a higher year-end valuation.
Bottom Line For long-term holders, Meta’s raised capex range is the clearest statement the social media and tech giant has made about where the next decade of returns will come from. The company’s Q2 guidance calls for revenue of $58 to $61 billion, and management expects full-year 2026 operating income above 2025 levels even after absorbing the higher spend.
The next test is the Q2 earnings report against that $58 to $61 billion range. If ad pricing, impression growth, and business AI adoption keep compounding, the $125 billion to $145 billion looks like scale investors will eventually pay up for. If any of those levers slip, the same number becomes the bear case in one earnings cycle.
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Akcie Tesly v pondělí klesly o více než 3 %, protože investoři dál čekají na další pokrok v oblasti umělé inteligence a robotaxi. Trh navíc oslabil po oznámení Donalda Trumpa o obnovení blokády íránské lodní dopravy přes Hormuzský průliv.
Tesla stock TSLA fell more than 3% on Monday as investors continued to wait for further progress in the company's artificial intelligence initiatives.
The electric-vehicle maker's stock traded at $393.56 during Monday's session.
The broader market also came under pressure after President Donald Trump announced he was reinstating what he described as a blockade on Iranian shipping through the Strait of Hormuz.
The S&P 500 fell 0.4%, while the Nasdaq Composite lost 1%. The Dow Jones Industrial Average declined 132 points, or 0.3%.
Trump said in a post on Truth Social: “We are reinstating the THE IRANIAN BLOCKADE, so named because it is only stopping Iran’s ships or customers from entering or leaving.”
Tesla investors have increasingly focused on the company's artificial intelligence strategy, particularly the rollout of its autonomous robotaxi service and the commercialization of its Optimus humanoid robot.
The company launched its robotaxi service in Austin, Texas, in June 2025. While the launch generated significant attention, the expansion has progressed gradually.
The service now operates in several cities but remains substantially smaller than Alphabet's Waymo.
Tesla has yet to begin commercial sales of Optimus, although it is preparing manufacturing capacity for the humanoid robot.
On Friday, the company released a video showing the decommissioning of the Model S and Model X production lines at its Fremont, California, facility.
According to Tesla, the process of removing tooling and infrastructure took less than 50 days, allowing the factory to prepare for Optimus production while continuing to manufacture Model 3 and Model Y vehicles.
Tesla announced in January that it would discontinue production of the Model S and Model X to repurpose manufacturing capacity for robots. Chief Executive Elon Musk has described humanoid robots as a multi-trillion-dollar opportunity.
Despite those plans, investors continue to await updates on the latest version of Optimus as competing robotics companies.
Tesla is expected to provide additional updates on Optimus when it reports second-quarter earnings on July 22.
Jefferies raised its price target on Tesla to $400 from $375 while maintaining a Hold rating, citing the company's stronger-than-expected second-quarter automotive deliveries.
Tesla reported second-quarter deliveries of 480,126 vehicles, including 467,800 Model 3 and Model Y units, exceeding the consensus estimate of around 410,000 vehicles.
Following the delivery results, Jefferies increased its second-quarter earnings before interest and taxes estimate to $1.45 billion, representing a 5.1% margin.
The firm also increased its automotive revenue forecast to $21 billion, including $250 million in zero-emission vehicle credits and $500 million in leasing revenue.
Jefferies expects total group revenue of $28.7 billion and group EBIT of $1.45 billion for the quarter.
Earlier this month, RBC Capital raised its price target on Tesla to $500 from $475, incorporating a premium tied to a potential merger with SpaceX while also updating its standalone valuation for the automaker.
Analyst Tom Narayan said the revised target reflects "a 25-30% premium to current trading levels (and a 15% premium to the stock's intrinsic value) owing to a potential SpaceX acquisition scenario based on unconfirmed media reports."
According to RBC, the most likely transaction structure would involve an all-stock acquisition in which SpaceX acquires Tesla at a 20% to 30% premium.
The firm said the rationale centers on operational collaboration, including proprietary chip manufacturing, Megapacks for data center energy requirements, and joint AI training and fleet management services.
RBC also said Tesla shareholders would likely require a premium because Musk "would control 50%+ of a combined entity, well above the ~20% stake he currently holds in Tesla."
Excluding any potential SpaceX acquisition premium, RBC valued Tesla at $435 per share.
Within that valuation, Narayan increased the firm's robotaxi segment valuation by 20%, citing a higher forecast for the global robotaxi fleet and describing the business as "currently Tesla's most robust opportunity" within a $4.2 trillion total addressable market.
Riyadh Air zvažuje objednávku dalších 25 až 30 Boeingů 787 Dreamliner, což by znamenalo využití většiny smluvních opcí. Zároveň může navýšit i objednávku u Airbusu.
The engine of a Boeing Dreamliner 787-9, operated by Riyadh Air, is displayed at the 55th International Paris Airshow at Le Bourget Airport near Paris, France, June 17, 2025. REUTERS/Benoit... Purchase Licensing Rights, opens new tab Read more
PARIS, July 13 (Reuters) - Saudi startup Riyadh Air is studying the purchase of between 25 and 30 more Boeing (BA.N), opens new tab 787 Dreamliners by exercising most of its contractual options with the U.S. planemaker, and may also top up its Airbus order book, industry sources said.
The carrier, which last month staged its first commercial revenue flight, ordered up to 72 Boeing Dreamliners in 2023, including 39 definitive orders and options for a further 33.
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An announcement that Riyadh Air is converting the bulk of those options into outright purchases could come as early as next week's Farnborough Airshow, the sources said, though they cautioned that details were still being discussed.
Riyadh Air and Boeing both declined to comment.
Riyadh Air also has 25 Airbus A350-1000 long-haul jets on order along with options for another 25. Industry sources say some of those may also be converted into firm orders. Airbus declined comment.
Reporting by Tim Hepher, Editing by Louise Heavens
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Nvidia v pondělí klesla o 3,2 %, ale nové oznámení Meta o vyšších výdajích na AI infrastrukturu dál podporuje očekávání silné poptávky po čipech. Wall Street zůstává vůči NVDA převážně optimistická.
Nvidia NVDA stock declined on Monday, even as fresh announcements on artificial intelligence infrastructure spending reinforced expectations of continued demand for the chipmaker's products.
Shares of Nvidia were down 3.2% at $204.12 in trading.
The decline broadly tracked weakness in the wider market, with the Nasdaq Composite falling 1.4%. However, Nvidia outperformed the broader semiconductor sector, as the PHLX Semiconductor Index fell 4.8%.
Despite Monday's move, Nvidia has significantly lagged the broader chip sector this year.
Through Friday's close, the PHLX Semiconductor Index had gained 75%, while Nvidia shares were up just 12%.
The latest AI infrastructure announcement came from Meta Platforms, which said on Monday it would increase spending on its Louisiana data center to more than $50 billion.
Meta, alongside SpaceX, is one of Nvidia's major customers and uses the company's hardware to train its latest artificial intelligence models.
John Belton, portfolio manager at Gabelli Funds, said in a Barron's report continued competition among AI model developers could benefit Nvidia.
“Fragmentation in the LLM [large language model] space is a good thing for Nvidia. While they still have an opportunity to grow share with [Claude developer] Anthropic, it isn’t necessarily a great thing for Nvidia longer term if the model-as-a-service space starts to look like a winner take all market.”
Wall Street also remains broadly optimistic on Nvidia despite the stock's relative underperformance.
According to FactSet, the company now trades at a forward price-to-earnings ratio of less than 20 times, while the average analyst price target stands at $313.39.
Mizuho Securities analyst Vijay Rakesh reiterated an Outperform rating and a $300 price target on Saturday, arguing that Nvidia would benefit from an expected $1.2 trillion in data center capital expenditures next year.
Tech strategist Dan Ives also expressed confidence in Nvidia during an interview with CNBC, dismissing the recent weakness in the stock.
According to Ives, investors have recently shifted their attention toward memory stocks, creating what he described as the "shiny new toy" effect.
“You’ve seen so many of these names, when the ones that are actually at the center, whether it’s the hyperscalers or Nvidia… those are actually the ones, to some extent, almost in the penalty box.”
Valuation, earnings and supply remain key focusIves argued that there is a disconnect between market performance and the companies driving AI development.
“The reality is, there’s one chip in the world fueling the AI revolution, that’s by the godfather of AI the revolution, Jensen of Nvidia.”
According to Koyfin data, Nvidia's forward price-to-earnings ratio has recovered to around 21.2 after falling to 19.6 last week, levels last seen in January 2019.
Ives also pointed to the importance of the upcoming earnings season in assessing AI monetization.
“When you look at memory, where is memory with Nvidia? Where's memory without hyperscalers? This all plays into what's going to be a crucial earnings season in Q2 for monetization.”
He added that demand for AI chips continues to exceed available supply.
“I continue to see chip demand far outstripping supply,” estimating the demand-to-supply ratio at “15-to-1.”
There is never a good time for a stock to be on the losing end of an analyst downgrade or a sinking price target adjustment, but the worst possible scenario has to be just before the publicly traded company steps up with fresh financials. This happened on Monday, with Oppenheimer slashing its price target on Netflix (NFLX +1.48%) from $120 to $100. The leading premium streaming platform reports its second-quarter results on Thursday afternoon.
Wall Street pros aren't perfect. They are human, and not just because they have a tendency to aim lower on earnings projections more often than not. However, knocking down a price target instead of waiting for the actual numbers to come out three days later is intentional. Oppenheimer didn't want to enter earnings season with a higher price target. It might not be a big deal, but let's zoom in for a closer look.
Image source: Getty Images.
Be kind, rewind It's worth noting that Oppenheimer's senior internet analyst, Jason Helfstein, also lowered Netflix's price target three months ago. He slashed his price goal on the shares from $135 to $120 on April 17, the day after the platform's poorly received first-quarter release. It's worth noting that the adjustment occurred after the April report. The price target tweak is coming ahead of the performance report this time around.
Oppenheimer's April downward revision was attributed, in part, to the firm conceding that it had been too ambitious in modeling how a recent price hike could boost Netflix's performance. This week's markdown is slightly more optimistic, despite the price target receiving a $20 haircut.
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Oppenheimer's Helfstein argues that the stock's historically low earnings multiple is baking in the near-term pressures in advertising and consumers shifting to lower-priced subscription tiers. It still sees upside in Netflix stock, especially if it can address recent challenges. He is sticking with his firm's bullish outperform rating on the shares. Even at the new $100 price goal, that represents a healthy 36% of upside from where Netflix entered the new trading week.
Shares of Netflix have tumbled 40% over the past year, with the lion's share of that happening in the last three months. The stock is trading for just 20 times forward earnings, a historical bargain for a stock that has routinely commanded a premium given its sticky engagement, market dominance, and steady all-weather growth.
A major Wall Street analyst talking down a price target just days before a telltale quarterly update isn't a good look, but a closer look shows that it's just adapting to the new reality. As long as the revision still offers upside and a bullish stock rating -- and this checks off both boxes -- it's not as problematic as it might seem.
Visa v Q1 FY26 vykázala čisté tržby 10,90 miliardy USD, meziročně o 14,6 % více, ale zároveň zaúčtovala 707 milionů USD na soudní spory. Čistý zisk vzrostl jen na 5,853 miliardy USD.
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Visa (NYSE:V | V Price Prediction) stands as a nearly $700 billion payments giant poised for continued long-term growth. The company’s payments network touched 69.4 billion processed transactions in the quarter, yet it also sits on top of three earlier quarterly provisions of $899 million, $615 million, and $992 million. The disruption story at Visa is showing up quarter after quarter, in cash. This past quarter alone, Visa booked a $707 million litigation provision, which has some investors concerned.
But should they be?
What It Means Visa is still a cash machine. Fiscal Q1 2026 net revenue came in at $10.90 billion, up 14.6% year over year, with non GAAP EPS of $3.17 beating the $3.1423 estimate. Net income came in at $5.853 billion, and cross border volume excluding intra Europe rose 11%, while data processing revenue climbed 17% to $5.544 billion.
The pressure sits beneath that. Full year FY2025 revenue rose 11.34% to $40 billion, but net income advanced only 1.6% to $20.058 billion. That is margin compression at a company built on operating leverage. In Q1 FY26, non GAAP operating expenses grew 16%, faster than net revenue. The $707 million interchange provision explains part of the gap. The rest is spending to defend a network under attack from stablecoins, real time rails, domestic wallets, and agentic commerce.
Market Reaction Shares of Visa stock closed at $326.37 the day of the Q1 FY26 filing and traded at $362.13 on July 2, 2026. Year to date, Visa is up 3.68% against the S&P 500 tracker SPY at 9.22%. Over one year, Visa returned 3.04% versus 20.04% for SPY. The stock is trailing the index it usually rides.
Bear Case The bear case centers on a widening gap between top line growth and bottom line growth, and the reasons that gap is opening.
First, litigation is a recurring line item. Four consecutive quarters of interchange MDL provisions of $992 million, $615 million, $899 million, and $707 million point to a settlement structure that keeps taking bites out of the company’s GAAP earnings. Merchant challenges to interchange are one of the risks Visa flags directly in its filings, alongside complex and evolving global payments regulations, government imposed restrictions on international payments systems, and continued push to lower acceptance costs.
Second, competition is arriving on multiple fronts at once. CEO Ryan McInerney told analysts that “there will be more competition in Europe and globally, including domestic digital wallets and initiatives like Wero and a potential digital euro.” Stablecoin card programs are growing, with volume up nearly 200% year over year in Q2. Visa is positioning as a bridge layer, but bridge economics are not the same as toll booth economics.
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Third, the market is charging Visa a full price for a slowing story. The company’s trailing PE ratio sits at 31, its forward PE is 23, and its price to sales sits at 15.52. Reddit chatter has already zeroed in on the valuation question, with a recurring thread noting Visa and Mastercard “both trading at 28x PE TTM” and sentiment cooling from bullish scores of 62 to 72 in mid June to neutral 50 to 58 by late June.
Fourth, capital return is doing heavy lifting. Visa repurchased roughly 11 million shares at an average price of $342.13 in Q1 FY26, spending $3.8 billion, with $21.1 billion remaining on the authorization as of December 31, 2025. Buybacks flatter EPS – they do not answer whether the interchange model survives the next decade intact.
Bottom Line For long term holders, the question is whether Visa’s payments empire is compounding at the pace the multiple implies. FY2025 said no, as revenue grew 11.34% and net income grew 1.6%.
Now, the company’s Q1 FY26 results suggest Visa’s revenue engine still works, and the litigation and expense drags still bite. Analysts remain constructive with an average target of $398.7, but the stock is lagging the S&P by a wide margin year to date.
The next quarterly filing will show whether the interchange MDL provisions keep landing, and whether Visa’s Value Added Services and stablecoin bridge revenue can outrun the erosion in its core. Until then, the $707 million line item is the one worth watching.
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Delta Air Lines v červnovém čtvrtletí zvýšila prémiové tržby o 17 % a loajalitní tržby o 19 %. Zároveň jí rostly náklady: upravené palivové výdaje vyskočily o 77 % meziročně.
Key Takeaways Delta's premium revenue rose 17%, while diverse streams generated 61% of total revenues. DAL's loyalty revenues grew 19%, with American Express remuneration reaching $2.4 billion. Delta Sync seatback spans 400-plus aircraft, while fuel and non-fuel costs remain elevated. Delta Air Lines ((DAL - Free Report) ) sits at the center of several trends shaping airline economics in 2026. Fuel volatility, premium demand, loyalty monetization and technology-driven personalization are all visible in its current setup.
For investors, the issue is how much of Delta’s advantage can translate into durable earnings support. United Airlines Holdings, Inc. ((UAL - Free Report) ) offers a peer comparison because network carriers face similar fuel, capacity and international demand tests. American Airlines Group Inc. ((AAL - Free Report) ) provides another reference point where revenue segmentation and cost control remain central to investor debate.
Delta Shows Premium Travel Staying StrongDelta’s revenue base continues to show that higher-yield travel remains firm. In the June quarter, premium revenue grew 17% year over year, while diverse revenue streams accounted for 61% of total revenues, up 2 points from the prior-year period.
Corporate demand also strengthened. Corporate sales grew double digits across all sectors, and premium corporate sales rose more than 25%, helped by demand for Delta Comfort and Delta Premium Select. That mix matters because airlines are no longer competing only on volume. Carriers with more premium exposure and better customer segmentation may be better positioned to defend revenue quality when fuel spikes or macro conditions become less predictable.
The Zacks Consensus Estimate for sales shows year-over-year growth for the third quarter of 2026, fourth quarter of 2026, full-year 2026 and 2027.
Image Source: Zacks Investment Research
DAL Loyalty Model Is Becoming More ValuableDelta’s loyalty ecosystem is becoming a larger part of its investment story. Loyalty and related revenues grew 19% in the June quarter as SkyMiles engagement expanded beyond air travel and deeper into partner activity.
American Express remuneration reached $2.4 billion in the quarter, up 16% year over year. The growth was supported by accelerating card acquisitions and the seventh straight quarter of double-digit growth in cardholder spend.
The value of the model is that it extends Delta’s economics beyond the seat sale. Enhanced travel benefits with American Express, partner activity and higher member engagement can help reduce dependence on purely cyclical airfare demand.
Delta AI Tools Deepen Customer ReachTechnology is becoming part of Delta’s revenue and loyalty strategy. Delta Sync now supports logged-in experiences across onboard channels, giving the company more ways to understand customers and tailor engagement during the trip.
Delta Sync seatback is on more than 400 aircraft, with a log-in rate of more than 40%. Delta Sync Wi-Fi log-in rates are approaching 50%, and about 30% of those customers remain in the platform.
Delta also plans to begin installing Amazon Leo low Earth orbit satellite technology on 500 aircraft starting in 2028. The broader point is not connectivity alone. Better logged-in engagement can improve personalization, retailing and long-term customer value.
DAL Reflects the New Margin BattlegroundDelta’s results also show why airline profitability remains exposed to external shocks. Adjusted fuel expense rose 77% year over year in the June quarter, while adjusted fuel price increased 75% to $3.93 per gallon.
The September-quarter outlook assumes an all-in fuel price of approximately $3.15 per gallon, including a refinery benefit of 5 cents per gallon. The refinery can help offset some pressure, but it does not eliminate fuel risk.
Cost discipline is equally important. Non-fuel cost per available seat mile increased 6.8% year over year in the June quarter, and wage, crew-related and recovery costs remain elevated. Delta is biasing capacity lower to protect margins, underscoring that the industry’s battleground is increasingly about profitability per seat, not just filling aircraft.
Delta Ratings Fit a Trend-Driven StoryThe bottom line is that Delta has several constructive trend signals, but fuel and cost volatility keep the story balanced. Premium demand, loyalty growth and technology-led personalization support revenue durability, while cost inflation limits the margin for error.
DAL currently carries a Zacks Rank #3 (Hold). That ranking fits a stock with favorable business drivers but enough earnings sensitivity to prevent a more decisive near-term signal. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Style Scores are more supportive. DAL has a Value Score of A, Momentum Score of A and VGM Score of A, suggesting attractive value and trading characteristics across the Zacks Style Score framework. Its Growth Score of C tempers the picture, making the stock a trend-positive airline name that still requires discipline around costs, fuel and execution.
This is a fair market value price provided by Massive. Learn more.
52-Week Range$155.33▼
$239.10Dividend Yield1.26%
P/E Ratio115.97
Price Target$234.72
The aging of America has made healthcare stocks an evergreen investment theme. It's also a reason for investors to consider looking at real estate investment trusts (REITs) focused on this area. REITs are commonly seen as vehicles for income-oriented investors.
Welltower Inc. NYSE: WELL is a great example. This is the world’s leading residential wellness and healthcare infrastructure company.
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The company has a portfolio of over 2,500 senior and wellness housing communities spanning the United States, the United Kingdom, and Canada.
As of July 13, Welltower had a market cap of over $165 billion, over $100 billion larger than its closest rival, Ventas Inc. NYSE: VTR.
Senior Housing Demand Is Creating a Powerful Growth TailwindSince being interrupted in 2020 by a global pandemic, demand for senior housing has been surging, making REITs in this sector a solid choice for both growth and income.
WELL is up over 160% in the last five years and has delivered a total return (which includes its dividend) of over 230% in the last three years. There’s likely to be more growth ahead. The percentage of the population aged 80+ is expected to accelerate by a compound annual growth rate (CAGR) of 5.4% between 2026 and 2030. That's up from the 1.8% CAGR between 2010 and 2025.
Welltower Inc. (WELL) Price Chart for Monday, July, 13, 2026
This is the shift that patient investors have been waiting on for over a decade. However, with the company having shown such strong growth, it’s fair for investors to wonder if this is a time to buy or wait for a better entry point.
Breaking Down the Numbers Behind Welltower StockIn terms of valuation metrics, REITs have their own language. Two terms matter most for Welltower: net operating income (NOI) and normalized funds from operations (NFFO).
Net Operating Income (NOI) measures how the buildings themselves are performing. Think of it as rent collected minus the cost of running the property (i.e., staff, utilities, maintenance, food service). It excludes corporate overhead, interest payments, and taxes. NOI answers a simple question: Is this real estate portfolio actually making money before any financial engineering happens on top of it?
Welltower's same-store NOI (a comparison using only properties owned during both periods, so acquisitions don't distort the picture) grew 16.4% year-over-year in the first quarter of 2026. The senior housing segment alone grew 22.1%. This marked the 14th straight quarter of 20%-plus growth for that segment.
Normalized funds from operations (NFFO) is the REIT industry's substitute for "earnings per share." Regular net income assumes buildings lose value every year through depreciation, the same way a company would write down aging factory equipment.
But real estate often holds or gains value over time. NFFO adds depreciation back into net income, then strips out one-time items like gains from property sales, so investors can get a fair comparison from quarter to quarter.
Welltower reported NFFO of $1.47 per share in the first quarter, up 23% year-over-year. That's the growth rate management uses to justify the stock's premium. Full-year guidance was also raised, with the midpoint moving to $6.28 per share from $6.17.
REIT investors price the stock against NFFO instead. On that basis, Welltower trades closer to 30-40 times forward earnings, depending on where the stock sits. That's still a premium to healthcare REIT peers in the mid-teens to low-20s. Which means that investors have to be counting on enough growth to justify that premium.
How Housing Trends Could Affect Welltower StockWelltower's bet is that the 80-plus population boom starting later this decade will fill its buildings faster than new supply can be built. But that story assumes seniors will actually move into senior housing when the time comes. Research on aging in America suggests that's a more complicated transition than the demographic charts imply.
A Harvard Joint Center for Housing Studies analysis found that most seniors want to age in place, and that the U.S. faces an acute shortage of housing options that let them do it, whether that means staying in an existing home or moving to something smaller within their own community.
That distinction matters. "Aging in place" doesn't automatically mean senior housing—often it means retrofitting a current home or downsizing nearby, not relocating into a managed community.
AARP's 2024 national survey backs this up with numbers: 75% of adults 50 and older want to stay in their current homes as they age, and 73% want to stay in their communities specifically. Cost is the biggest obstacle. Nearly half of respondents expect to move eventually for financial reasons, driven primarily by rising mortgage or rent payments, maintenance costs, and property taxes.
Higher Mortgage Rates Are Slowing Senior Housing MovesMillions of older homeowners are sitting on mortgage rates locked in below 4% from the pandemic-era low-rate window. Selling that home to finance a move into senior housing means giving up a historically cheap mortgage payment for market-rate financing on whatever comes next. Even if the new living arrangement itself doesn't require a mortgage, the psychological and financial "sunk cost" of an ultra-cheap rate makes staying put feel safer.
Roughly half of homeowners with mortgages are sitting on rates far enough below current market levels that moving has become financially irrational. That dynamic has kept existing home sales running near 1990s-era volumes despite full employment and rising household income. It's a market where staying put pays.
However, there are early signs that this is loosening. Real estate agents surveyed in Spring 2026 reported that mortgage rate lock-in is becoming less of a factor in sellers' decisions, with sellers increasingly listing due to life circumstances rather than timing the market. But even an aggressive round of Fed rate cuts would likely leave the rate gap for the median locked-in borrower wider than 200 basis points.
Why Both Bulls and Bears Have a Case on WelltowerFor Welltower, this cuts two ways. The bear case: if seniors and their families delay a move because selling the family home feels like giving up cheap financing, occupancy gains could arrive more slowly than the demographic math implies.
The bull case: once a move becomes unavoidable (e.g., health decline, widowhood, a fall), the lack of affordable, accessible alternative housing pushes more of that unavoidable demand toward professionally operated senior housing rather than a DIY solution like an in-law suite or home retrofit, because those alternatives are themselves scarce and expensive to build.
Should You Invest $1,000 in Welltower Right Now?Before you consider Welltower, you'll want to hear this.
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The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.
Caterpillar oznámil, že tržby divize stavební techniky v 1. čtvrtletí 2026 vzrostly meziročně o 38 % na 7,16 miliardy USD. Do roku 2030 chce prodeje koncovým zákazníkům zvýšit na 1,25násobek úrovně z roku 2024.
Key Takeaways Construction Industries delivered $7.16B in Q1 2026 revenues, up 38% year over year.Caterpillar targets 1.25x Construction Industries sales to end users by 2030 vs. 2024. CAT is investing in autonomous equipment, AI-enabled solutions and digital services. Caterpillar Inc.’s (CAT - Free Report) Construction Industries segment generated around $25.1 billion in 2025 sales, accounting for roughly 37% of its total revenues. Its momentum accelerated in the first quarter of 2026, when revenues climbed 38% year over year to $7.16 billion, driven by higher sales volumes and favorable pricing. The segment contributed roughly 41% to the company's total revenues during the quarter.
The company views the segment as its backbone, reflecting more than a century of expertise in construction equipment. While machinery sales continue to drive growth, Caterpillar is increasingly expanding the segment's value proposition through rental offerings, digital capabilities and advanced technology solutions. This strategy aims to generate stronger customer engagement and create recurring revenue opportunities beyond the initial equipment sale.
The segment supports customers using machinery in infrastructure and building construction activities. The segment’s revenues have witnessed a CAGR of 8.2% over 2020-2025 and it serves more than 700,000 customers across more than 190 countries.
Looking ahead, Caterpillar has set a goal of increasing Construction Industries' sales to end users by 1.25 times by 2030 compared with 2024 levels. The company expects more than a 25% increase in global construction spend over 2024-2034.
Caterpillar continues to see attractive opportunities in both mature markets such as North America, Europe, Japan, Australia and New Zealand, as well as faster-growing regions across Asia (excluding Japan), Latin America, the Middle East, Africa and Eurasia. This balanced geographic footprint allows the company to capitalize on replacement demand in developed markets while benefiting from rising infrastructure investment and urbanization in emerging economies.
Caterpillar’s competitive advantages extend well beyond its product portfolio. Its extensive dealer network, connected equipment base and expanding digital ecosystem enable customers to improve machine utilization, lower operating costs and enhance productivity. The company is investing in autonomous equipment, AI-enabled jobsite solutions, machine automation and operator assistance technologies that improve efficiency and safety. These capabilities should become increasingly valuable as contractors face skilled labor shortages, rising project complexity and pressure to improve productivity.
Overall, the Construction Industries segment appears well-positioned for sustained growth, supported by global infrastructure spending, increasing equipment replacement demand, expanding digital services, autonomous technologies and a growing installed machine base. Although construction equipment demand remains cyclical and can be affected by interest rates and economic slowdowns, Caterpillar's diversified end markets, extensive dealer network, recurring services revenues and technology investments should help the segment deliver resilient performance over the long term.
Its peer, Komatsu Ltd. (KMTUY - Free Report) , is pursuing a similar strategy centered on automation, smart construction and electrification. Komatsu continues to expand its Smart Construction platform, autonomous equipment portfolio and digital services while benefiting from global infrastructure spending and mining investments. Like Caterpillar, the company expects software-enabled solutions and connected equipment to become increasingly important revenue contributors beyond traditional machinery sales.
Another close competitor is Deere & Company (DE - Free Report) , whose Construction & Forestry segment is emphasizing precision construction technologies, machine guidance systems and autonomous capabilities. Deere is investing heavily in digital workflows that improve jobsite efficiency, while also expanding aftermarket and technology-driven recurring revenues. Similar to Caterpillar, Deere views intelligent equipment, connected fleet and software integration as key long-term growth opportunities.
CAT’s Price Performance, Valuation & EstimatesCaterpillar shares have gained 49.6% in the past six months, outperforming the manufacturing - construction and mining industry's 42.2% growth.
Image Source: Zacks Investment Research
CAT is currently trading at a forward 12-month P/E of 34.03X, a premium compared with the industry’s 31.91X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for 2026 points to year-over-year earnings growth of 29.6%, while the 2027 estimate implies a growth of around 25%.
Image Source: Zacks Investment Research
Earnings estimates for both years have moved up over the past 60 days.
Image Source: Zacks Investment Research
Caterpillar stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
M&T Bank má za 2Q vykázat zisk 4,66 USD na akcii, meziročně o 8,9 % více, a tržby 2,48 miliardy USD, což by podpořil vyšší čistý úrokový výnos a růst úvěrů.
Key Takeaways M&T Bank's Q2'26 earnings are estimated to be $4.66 per share, up 8.9% year over year.Revenues are projected to be $2.48 billion, reflecting 3.4% growth from the prior-year quarter.Higher NII and decent lending activity may support results, while expenses and credit costs remain headwinds. M&T Bank Corporation (MTB - Free Report) is slated to report second-quarter 2026 results on July 15, before the opening bell. The company is expected to have registered year-over-year increases in quarterly revenues and earnings.
In the last reported quarter, the company’s results were supported by higher net interest income (NII) and non-interest income, along with modest loan growth. However, a decline in deposits, higher expenses and increased provisions for credit losses acted as headwinds.
The company has an impressive earnings surprise history. Its earnings surpassed estimates in the trailing four quarters, with an average surprise of 6.7%.
Factors to Influence M&T Bank’s Q2 ResultsLoans & NII: Per the Fed’s latest data, demand for commercial and industrial, real estate and consumer loans was decent in the second quarter of 2026. This is likely to have supported M&T Bank’s lending activity and growth in average interest-earning assets in the to-be-reported period.
The Zacks Consensus Estimate for average interest-earning assets is pegged at $194.8 billion, indicating a year-over-year rise of 1.2%.
The Federal Reserve kept interest rates unchanged in the second quarter of 2026, while noting that economic activity continued to expand at a solid pace despite elevated uncertainty and inflation remaining above its 2% target. Hence, a stable rate environment, along with decent loan demand, is expected to have supported M&T Bank’s NII growth.
The Zacks Consensus Estimate for NII (on a tax-equivalent basis) is pegged at $1.79 billion, indicating an increase of 1.8% from the year-ago reported number.
Fee Income: MTB’s average total deposits are expected to have remained relatively stable in the second quarter of 2026. This is expected to have provided some support to revenues from service charges on deposit accounts.
The Zacks Consensus Estimate for the metric is pegged at $142.3 million, indicating a 2.3% rise from the year-ago quarter’s reported figure.
In the second quarter of 2026, mortgage rates hovered in the mid-6% range, with affordability continuing to weigh on homebuying demand. While purchase activity remained subdued due to elevated borrowing costs and limited housing inventory, refinancing activity improved during the quarter. As a result, M&T Bank's mortgage banking revenues are likely to have received some support.
The Zacks Consensus Estimate for mortgage banking revenues is pegged at $129.8 million, indicating a 2.2% rise from the year-ago quarter’s reported level.
The consensus estimate for brokerage services income of $36.1 million indicates a 3% increase from that reported in the second quarter of 2025.
The Zacks Consensus Estimate for trust income of $190.3 million indicates a 4% rise from the year-ago quarter’s actual.
The Zacks Consensus Estimate for total non-interest income is pegged at $672.8 million, indicating a decline of 2.3% from the year-ago quarter's reported figure.
Expenses: Despite ongoing cost-control initiatives, the company’s expenses are expected to have remained elevated in the second quarter of 2026, reflecting continued investments in strengthening its franchise.
Asset quality: The operating environment continued to remain challenging in the second quarter of 2026, weighed down by persistent geopolitical uncertainty and elevated inflation. Additionally, the Fed’s June policy statement indicated the possibility of a rate hike, which could pressure borrowers’ repayment capacity. Against this backdrop, M&T Bank is expected to have maintained a cautious approach and built higher provisions for potential credit losses in the second quarter of 2026.
What Our Quantitative Model Predicts for MTBOur proven model predicts an earnings beat for M&T Bank this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is exactly the case here.
You can uncover the best stocks before they are reported with our Earnings ESP Filter.
Earnings ESP: The Earnings ESP for M&T Bank is +0.13%.
Zacks Rank: M&T Bank currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for MTB’s second-quarter earnings has remained unchanged at $4.66 per share over the past seven days. The figure indicates an increase of nearly 8.9% from the year-ago quarter.
The consensus estimate for revenues is pegged at $2.48 billion, implying a rise of 3.4% from the year-ago reported level.
Other Stocks That Warrant a LookHere are a couple of other bank stocks that you may want to consider, as our model shows that these, too, have the right combination of elements to post an earnings beat this time:
The Earnings ESP for JPMorgan Chase & Co. (JPM - Free Report) is +0.49% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company is slated to report second-quarter 2026 results on July 14, 2026. Over the past seven days, the Zacks Consensus Estimate for JPM's quarterly earnings has been revised upward to $5.55 per share.
U.S. Bancorp (USB - Free Report) is also scheduled to announce second-quarter 2026 results on July 16, 2026. The company has an Earnings ESP of +0.34% and a Zacks Rank #2 at present.
Quarterly earnings estimates for USB have been revised upward to $1.28 per share over the past week.
Satya Nadella tvrdí, že u AI musí firmy držet data pod vlastní kontrolou; Microsoft to už promítá do produktů jako Agent 365. Firma zároveň uvedla, že její roční běžné tržby z AI přesáhly 37 miliard USD, meziročně o 123 %.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) CEO Satya Nadella published an X essay titled “The Reverse Information Paradox” that has become one of the most-discussed pieces of AI strategy writing of the year. His argument reframes what enterprises buy when adopting frontier AI and points investors toward companies that help customers keep data inside their own walls.
Nadella starts with economist Kenneth Arrow’s classic Information Paradox: a seller of knowledge risks giving it away by describing what’s for sale. He argues AI inverts that setup: the buyer now pays twice, once in dollars and again in the proprietary know-how they must reveal to make a model useful. Prompts, tool calls, corrections, and evals become training exhaust that leaks institutional expertise to whoever owns the learning infrastructure.
His prescription is a hard enterprise trust boundary, with customers owning their data, traces, evals, adapted weights, and memory. The framework he offers runs on five words: Control, Capability, Choice, Cost, and Compound, with the orchestration layer decoupled from any single model. That’s a clear invitation to look at Microsoft, Palantir Technologies (NASDAQ:PLTR), and Snowflake (NYSE:SNOW).
Microsoft: Selling the Shovels and the Fence Microsoft stock has struggled in 2026 and is down 19% year to date (YTD), with shares recently at $392.68. Yet, the underlying AI business keeps scaling: Nadella disclosed that Microsoft’s AI annual revenue run rate surpassed $37 billion, up 123% year over year, with commercial remaining performance obligations of $627 billion.
On Microsoft’s Q3 FY2026 call, Nadella described Agent 365 as “a control plane that extends companies’ existing governance, identity, security, and management frameworks to agents.” That’s the same trust-boundary language from the X essay, productized. Microsoft plans roughly $190 billion in calendar 2026 CapEx.
Investors can note the tension: Nadella benefits from framing the trade this way. Microsoft’s deep OpenAI partnership also means it sits on the other side of this critique.
Palantir: Owning the Means of Production Nadella explicitly quotes Palantir CEO Alex Karp in the essay: “What the technical customers want is control over their compute, their models, their data stack, and their alpha. They want to know they own the means of production, and it’s not being transferred to someone else.” Palantir’s AIP is built around that pitch: keep the customer’s data, ontology, and workflows inside the customer’s boundary.
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The numbers back the momentum. Palantir Technologies’ Q1 FY2026 revenue grew 85% year over year to $1.63 billion, U.S. commercial revenue jumped 133%, and the Rule of 40 score hit 145%. Palantir stock is down 29% YTD, so the valuation reset has been sharp even as fundamentals accelerate.
Snowflake: The Governed Data Layer Snowflake positions itself as the neutral data foundation enterprises can build agents on without shipping context to a model vendor. On the Q1 FY2027 call, Snowflake CEO Sridhar Ramaswamy stated that “With Cortex Code and Snowflake Intelligence, we are extending from the trusted foundation for enterprise data and context to become the control plane for the Agentic Enterprise.”
The uptake looks real. Snowflake’s product revenue rose 34% year over year to $1.33 billion, net revenue retention held at 126%, and 13,600+ accounts now use Snowflake AI capabilities. Snowflake shares are up 24% YTD, making it the standout performer of the three stocks.
How to Position Around the Thesis Nadella’s essay is both intellectually serious and, most likely, commercially motivated. His argument that value should accrue to knowledge creators rather than infrastructure owners is compelling and neatly describes products Microsoft already sells.
For investors drawn to the data-sovereignty theme, Microsoft stock offers scale and cash flow, Palantir stock offers the purest operational-AI expression, and Snowflake stock offers the governance layer beneath both. All three carry rich multiples relative to broader software, so this is a positioning call rather than a valuation bargain.
Investors could watch upcoming earnings from all three names for confirmation that agentic workloads keep compounding. The next Microsoft earnings report may show whether the “reverse paradox” framing is turning into billable revenue or remains a well-crafted narrative.
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FDA přijala žádost Bristol Myers Squibb o mezigdomid pro relabující nebo refrakterní mnohočetný myelom. Podání podporují pozitivní výsledky fáze 3 studie SUCCESSOR-2, kde medián přežití bez progrese dosáhl 18,0 měsíce oproti 8,3 měsíce.
The agency assigned a Prescription Drug User Fee Act target action date of May 13, 2027, with the filing supported by positive Phase 3 SUCCESSOR-2 trial results.
• Bristol-Myers Squibb stock is building positive momentum. Why are BMY shares climbing?
FDA Accepts Mezigdomide ApplicationMezigdomide is an oral cereblon E3 ligase modulator (CELMoD), being developed to treat multiple myeloma.
The NDA seeks approval of the combination regimen, known as MeziKd, for patients with relapsed or refractory disease.
He noted Bristol Myers Squibb now has two separate agents under FDA review for relapsed or refractory multiple myeloma, adding that the company continues to advance its CELMoD pipeline across blood cancers and solid tumors.
Phase 3 SUCCESSOR-2 Trial ResultsThe NDA is based on data from the Phase 3 SUCCESSOR-2 study, which evaluated MeziKd against the standard regimen of carfilzomib and dexamethasone (Kd).
According to the company, the combination delivered a clinically meaningful and statistically significant improvement in progression-free survival.
Median progression-free survival reached 18.0 months compared with 8.3 months for the control arm, translating to a 52% reduction in the risk of disease progression or death (HR: 0.48).
The benefit was observed in patients with relapsed or refractory multiple myeloma, including those receiving treatment after a prior anti-CD38 monoclonal antibody and lenalidomide.
Safety Profile and Next StepsBristol Myers Squibb said the safety profile of MeziKd was consistent with findings from previous mezigdomide studies and aligned with the known safety profiles of the individual medicines included in the regimen.
The company also acknowledged the patients and investigators who participated in the Phase 3 SUCCESSOR-2 trial.
BMY Stock Price Activity: Bristol-Myers Squibb shares were up 2.29% at $58.90 at the time of publication on Monday, according to Benzinga Pro data.
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Samsung oznámil meziroční 19násobný skok provozního zisku ve 2. čtvrtletí, přesto jeho akcie od předběžných výsledků hospodaření ze 7. července klesly o 20 %.
Samsung is one of the most important memory manufacturers in the world, as evidenced by its market share in the dynamic random-access memory (DRAM) and NAND flash storage markets.
Counterpoint Research notes that Samsung dominates both these memory niches. It is the top vendor of NAND flash memory, with a market share of 29%, and enjoys a similar position in the global DRAM market, with a 38% share. This massive dominance translated into a phenomenal 19x year-over-year increase in Samsung's second-quarter operating profit when it released its preliminary report last week.
However, Samsung stock has dropped 20% since releasing its preliminary report on July 7. What's more, Samsung's pullback has also created concerns about the prospects of high-flying chipmaker Micron Technology (MU 5.33%). Let's see why that has been the case.
Image source: Micron Technology.
Samsung's results indicate that investors are expecting bigger beats from memory manufacturers Though Samsung's sales more than doubled year over year and its operating profit was higher than analysts' expectations, it looks like the market was expecting a bigger jump. Additionally, analysts are expecting a gradual slowdown in memory price growth. According to Citi Research, the price of DRAM and NAND flash jumped by 44% and 53%, respectively, on a sequential basis in Q2.
For comparison, the sequential price growth was much stronger in Q1, with DRAM average selling price (ASP) rising in the mid-60% range and NAND flash ASP increasing in the mid-70% range, according to SK Hynix. This slower increase in memory prices last quarter is the reason why Samsung's earnings beat wasn't bigger, and that's bad news for Micron investors.
Micron stock has slipped 19% from the 52-week high it reached last month. Even record results for the third quarter of fiscal 2026 (which ended May 28), which Micron released on June 24, haven't been enough to arrest the stock's slide. What's worth noting is that Micron's earnings jumped by a whopping 13x year over year in the previous quarter to $25.11 per share.
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Its guidance of $31.00 in earnings per share for the current quarter points to a potential year-over-year jump of more than 10x. That would represent a smaller increase from the earnings growth Micron reported last quarter, but it is still phenomenal. Clearly, Micron's performance is solid enough to warrant further upside in its stock price. However, that hasn't been the case recently, which is why investors may be wondering whether they should start booking profits.
Micron's phenomenal growth warrants a higher valuation There is no harm in expecting a bigger earnings beat from memory makers like Micron, especially considering the favorable demand-supply dynamics in this market. After all, memory has proved to be a key bottleneck in AI infrastructure, which is why the demand for these chips is predicted to significantly exceed supply until 2030.
However, the market isn't rewarding Micron with a valuation that reflects its exponential earnings growth and terrific potential. It trades at just 22 times earnings, lower than the S&P 500 index's earnings multiple of 25.4. However, Micron's earnings are growing significantly faster than the S&P 500's.
Specifically, S&P 500 companies are expected to deliver average earnings growth of 24% this year and 18% next year. Micron's earnings, meanwhile, are forecasted to grow at a significantly stronger pace.
Data by YCharts
So, Micron needs to be rewarded with a higher earnings multiple, ideally paving the way for further upside in this AI stock. That's why it would be a good idea to continue holding Micron shares, or even buy more, given that it has become a more attractive investment following the recent pullback.
Bank of America čeká, že NVIDIA, Micron, Broadcom a Applied Materials vytvoří za 12 měsíců rekordní volné cash flow 430 miliard USD. U Amazonu, Alphabetu, Meta, Microsoftu a Oracle má poprvé v historii přejít do záporu.
Two chip names are absorbing the capex dollars that hyperscalers are hemorrhaging: NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Micron Technology (NASDAQ:MU). Which one better fits a retirement-focused portfolio right now?
Bank of America projects that NVIDIA, Micron, Broadcom, and Applied Materials will generate a record $430 billion in combined free cash flow over the next 12 months, more than triple what they produced two years ago. Meanwhile the combined FCF of Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), Meta (Nasdaq: META), Microsoft (NASDAQ:MSFT), and Oracle (Nasdaq: ORCL) is projected to turn negative for the first time on record, reversing a +$260 billion peak in 2024. The cash is moving. The question is which chipmaker deserves the retirement dollar.
Growth Trajectory: Micron Has the Hotter Hand Micron’s most recent quarter shattered every expectation. Revenue hit $41.46 billion versus a $35.25 billion estimate, and diluted EPS of $25.11 crushed the $20.28 consensus. Revenue rose 345.7% year over year off a $9.30 billion base. Guidance for the next quarter calls for $50 billion, +/- $1 billion, in revenue and roughly 86% gross margin.
NVIDIA is still growing at scale most companies would envy. Q1 FY27 revenue hit $81.61 billion, up 85.2% year over year, and diluted EPS of $1.87 versus a $1.77 estimate. Impressive, but the growth rate is decelerating while Micron’s is exploding.
Valuation: Micron Looks Cheaper NVIDIA trades at a trailing P/E of 32 and a forward P/E of 24, with a PEG of 0.649. Rich for a $5 trillion market cap company, though defensible given the growth.
Micron is priced like the market does not believe the earnings will last. Trailing P/E is 22, and the forward multiple sits at just 6x with a PEG of 0.144. Analyst target price of $1,486 versus a recent $979 quote implies significant upside. On paper, this is the cheaper stock by a wide margin.
Strength and Risk: NVIDIA Wins by a Landslide This is where a retirement portfolio lives or dies. As of early 2026, NVIDIA runs a 71.07% gross margin, 60.38% operating margin, and 101.5% return on equity, with interest coverage of 503x and a debt/equity ratio of 0.073. The company’s CUDA platform software stack is a genuine moat. Jensen Huang described the setup plainly: “AI is growing faster and will be larger than any platform shifts before, including the Internet, mobile, and cloud.”
Micron’s latest gross margin is extraordinary by memory-industry standards, with fiscal Q3 gross margin above an impressive 84% and fiscal Q4 guidance near 86%. Those are elite numbers, but they are also peak-cycle numbers in a historically brutal commodity business. Memory pricing does not move in a straight line forever. The 683.4% one-year return is thrilling and terrifying in equal measure. NVIDIA’s 24.43% one-year gain looks pedestrian by comparison, but the underlying business is less cyclical and supported by a deeper software moat.
The Verdict For a retirement-focused investor, NVIDIA wins. The combination of a software moat, structurally elite margins, a fortress balance sheet, and an $80 billion buyback authorization makes it the more appropriate holding for capital that cannot afford a memory downcycle. NVIDIA is the compounder. (Investors mapping the broader AI supply chain can review our AI Power Seven report for the picks-and-shovels names positioned alongside it.)
Micron wins for a different investor: someone in accumulation mode, comfortable with cyclicality, and willing to trade volatility for one of the cheapest forward multiples in large-cap tech. If HBM4 demand holds through 2027 as Sanjay Mehrotra guided, Micron could re-rate sharply higher. If hyperscaler CapEx blinks, Micron falls first and hardest. That is a growth trade, not a retirement anchor.
NVIDIA fits the retirement account profile. Micron suits investors who can stomach the ride.
Strategy spouští nový program monetizace Bitcoinu, který mu umožní prodat část BTC na rezervy, dividendy a zpětné odkupy. Akcie MSTR 10. července uzavřely na 94,64 USD a letos byly níže o zhruba 37,7 %.
Key Takeaways Strategy can sell Bitcoin to build reserves, fund payouts and repurchase shares or preferred securities.The framework may reduce poorly timed stock issuance and help protect Bitcoin per share in weak markets.Strategy remains expensive, below key moving averages and exposed to Bitcoin, dilution and cash obligations. Strategy Inc. (MSTR - Free Report) is changing how investors should view its Bitcoin treasury. Its new monetization program permits selective Bitcoin sales to support cash reserves, preferred dividends, interest payments and share repurchases. That marks a shift from its former image as a one-way Bitcoin buyer while giving management more tools to protect the balance sheet during difficult markets.
The stock has faced heavy pressure. MSTR closed at $94.64 on July 10 and had fallen roughly 37.7% so far in the year. MARA Holdings, Inc. (MARA - Free Report) and Riot Platforms, Inc. (RIOT - Free Report) have also been volatile. The moves confirm that MSTR, MARA and Riot trade as high-beta crypto plays, although their underlying business models and funding structures differ.
The central issue is whether limited Bitcoin sales can improve liquidity without damaging the long-term case. Strategy still treats Bitcoin as its main treasury asset, but investors must balance that exposure against preferred dividends, dilution and the risk of selling coins during weak markets.
Year-to-Date Price Performance
Image Source: Zacks Investment Research
Why the New Framework Matters for MSTRThe June 29 framework is broader than a simple Bitcoin sale plan. Strategy set a minimum USD reserve equal to 12 months of current expected annual preferred stock dividend payments and interest, raised STRC’s annual dividend rate to 12% and authorized up to $1 billion each for preferred-security and MSTR buybacks. It also approved Bitcoin sales to add as much as $1.25 billion to the cash reserve or fund payments and repurchases when management believes that is better than issuing common stock.
That flexibility is a positive for MSTR holders. Selling a limited number of coins could reduce the need to issue shares when MSTR trades near its Bitcoin net asset value, helping protect Bitcoin per share. Buybacks could also become useful when the stock trades below management’s estimate of intrinsic value.
In effect, Strategy is moving from constant capital raising to a two-way model that can issue securities in strong markets and retire them in weak ones. It may also improve investor trust by making the conditions for Bitcoin sales clearer, rather than leaving the market to guess when management might act.
The Bull Case for MSTR Still Depends on BitcoinStrategy’s scale remains its biggest advantage. It held about 845,000 Bitcoin as of early June 2026. The company has raised many billions of dollars through equity and preferred offerings since early 2026, underscoring strong market access.
Those strengths separate MSTR from MARA and Riot, whose results depend more directly on mining production, electricity costs and network difficulty. The new policy may also improve confidence in Strategy’s preferred securities. A larger cash buffer and the ability to monetize Bitcoin can support dividend payments through a downturn. If the framework stabilizes STRC and lowers future funding costs, Strategy could continue increasing Bitcoin per share without relying as heavily on common-stock issuance.
The Risks Have Not Disappeared for MSTRThe main risk is that monetization becomes recurring rather than occasional. Strategy’s expected annual preferred dividends and interest were about $1.76 billion when the framework was announced. If Bitcoin stays weak, cash obligations could force more sales at unattractive prices, reducing the reserve and limiting upside when Bitcoin rebounds.
Accounting results will remain highly volatile. Strategy posted a $14.5 billion operating loss and a $12.8 billion net loss in the first quarter, largely because Bitcoin’s fair value fell. MARA and Riot offer different crypto exposure through mining assets, so some investors may prefer them when Bitcoin rises. However, MSTR’s funding structure remains under pressure.
Strategy’s Rich Valuation Raises ConcernsFrom a valuation standpoint, Strategy remains highly expensive, trading at a forward 12-month price-to-sales ratio of 66.23, which is far above the sector's average. Its Value Score of F reinforces concerns that the stock is significantly overvalued.
Even peers trade at substantially lower multiples. MARA trades at 5.55X forward sales, Riot Platforms at 10.91X. This suggests that Strategy continues to command a steep premium despite operational and financial risks.
Price/Sales Ratio (F12M)
Image Source: Zacks Investment Research
MSTR Trades Below 50-Day and 200-Day SMAsStrategy shares are currently trading below both the 50-day and 200-day moving averages, indicating weak momentum and a bearish near-term trend.
Image Source: Zacks Investment Research
ConclusionStrategy’s Bitcoin monetization plan improves financial flexibility, but it does not remove the stock’s core risks. The company can now strengthen cash coverage, avoid some poorly timed equity issuance and repurchase securities when prices are attractive.
Still, MSTR remains tied to Bitcoin’s direction, while preferred obligations and possible coin sales could limit gains. Its scale and capital-market access remain strong. It is prudent for existing investors to hold MSTR while watching Bitcoin prices, reserve coverage, share issuance and the pace of future monetization before adding exposure.
At present, MSTR carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Kroger zvyšuje standardy čerstvosti, protože právě kvalita čerstvých potravin nejvíc ovlivňuje výběr prodejce a udržení zákazníků. V 1. čtvrtletí fiskálního roku 2026 růst tržeb táhly Fresh, e-commerce a Our Brands.
Key Takeaways Kroger is raising freshness standards to improve customer experience and strengthen retention.KR's first-quarter sales growth was driven by Fresh, e-commerce and Our Brands performance.KR is using item-level merchandising and serving evolving customer needs across grocery and pharmacy. The Kroger Co. (KR - Free Report) emphasized that freshness remains the most important factor influencing customers’ choice of grocery retailer. The company believes that poor quality in key categories such as produce and protein can negatively impact customer retention. As a result, it is raising its freshness standards and evaluating product quality based not only on shelf presentation but also on how products perform after customers take them home. Management views this customer-focused approach as essential to strengthening the shopping experience and maintaining customer loyalty.
Kroger also highlighted that sales growth in the first quarter of fiscal 2026 was driven by strong performance in Fresh alongside e-commerce and Our Brands. Grocery sales also increased as a proportion of the overall sales mix, reinforcing improving trends in the company’s core business. The company noted that its Fresh offering is well-suited for digital shopping, supporting continued growth in e-commerce while strengthening its grocery business.
The company is adopting an item-level merchandising approach, emphasizing that customers choose individual products rather than overall assortments. Kroger believes that every item must earn its place on the shelf by delivering quality and a positive customer experience, with this discipline applied across the entire store.
Management also believes that Kroger is well-positioned to serve customers using GLP-1 medications. These shoppers may fill prescriptions at Kroger while increasingly seeking fresh, higher-protein and Better For You foods. Kroger believes that its combined pharmacy and grocery ecosystem can help address those changing needs.
Overall, Fresh is becoming a more central component of Kroger’s customer strategy. Its effectiveness as a competitive advantage, however, will depend on the company’s ability to deliver consistently across stores and digital channels.
The Zacks Rundown for KRThe company's shares have lost 3.1% in the past six months compared with the industry’s decline of 5.3%.
Image Source: Zacks Investment Research
From a valuation standpoint, KR trades at a forward price-to-earnings ratio of 11.29, lower than the industry’s average of 33.98. KR currently carries a Zacks Rank #3 (Hold).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for KR’s current and next fiscal year earnings implies year-over-year growth of 7.4% and 6.5%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
B&G Foods, Inc. (BGS - Free Report) manufactures, sells and distributes a portfolio of shelf-stable and frozen foods and household products. BGS currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for B&G Foods’ current fiscal-year earnings implies growth of 11.8% from the year-ago actuals. BGS delivered a trailing four-quarter negative earnings surprise of 1.7%, on average.
Armanino Foods of Distinction, Inc. (AMNF - Free Report) produces and markets frozen food products in the United States. AMNF currently carries a Zacks Rank of 2.
The Zacks Consensus Estimate for Armanino Foods' current fiscal-year sales and earnings indicates growth of 7.1% and 1.7%, respectively, from the year-ago actuals. AMNF delivered a trailing four-quarter earnings surprise of 23.1%, on average.
Medifast, Inc. (MED - Free Report) operates as a health and wellness company that provides habit-based and coach-guided lifestyle solutions to address obesity and support a healthy life in the United States. MED currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for MED's current fiscal-year sales and earnings implies a decline of 25.9% and 140.2%, respectively, from the year-ago actuals. MED delivered a trailing four-quarter negative earnings surprise of 635%, on average.
CNI v červnu 2026 přepravila rekordních 2,67 milionu metrických tun obilí, což potvrzuje silnou poptávku po kanadském exportu. I přes silné deště udržela plynulost sítě a tok zásilek.
Key Takeaways Canadian National Railway moved a record 2.67 million metric tons of grain in June 2026.CNI maintained network fluidity despite heavy rainfall by adjusting plans and sourcing grain.Higher grain volumes may support freight revenues, asset utilization & growth amid wide export demand. Canadian National Railway (CNI - Free Report) moved a record 2.67 million metric tons of grain in June 2026, surpassing the previous June record of 2.64 million metric tons set in 2020. This performance highlights the strong demand for Canadian grain exports and demonstrates CNI’s ability to handle elevated shipment volumes across its extensive rail network. By efficiently connecting producers, grain companies and export terminals, CNI continues to play a critical role in Canada’s agricultural supply chain.
Despite heavy rainfall across parts of Western Canada, CNI maintained strong network fluidity and kept grain moving to export markets. The company collaborated closely with customers, adjusted shipping plans and sourced grain from available locations to minimize disruptions. These actions underscore CNI’s operational flexibility, disciplined execution and commitment to providing reliable service under challenging conditions.
The record grain movement should provide a tailwind to CNI’s freight revenue performance because grain remains one of the company’s most important bulk commodities. Higher shipment volumes can improve asset utilization and support revenue growth as long as export demand stays healthy. Although factors such as pricing, fuel costs, currency movements and demand in other business segments also influence quarterly results, CNI’s record June performance signals healthy underlying demand. It also reinforces the company’s position as a leading transportation provider for Canadian agricultural exports.
CNI’s Share Price PerformanceCanadian National Railway’s shares have gained 25.8% over the year-to-date period compared with the Transportation - Rail industry’s 25.3% growth.
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CNI’s Zacks RankCNI currently carries a Zacks Rank of #3 (Hold).
Stocks to ConsiderInvestors interested in the Zacks Transportation sector may consider Expeditors International of Washington, Inc. (EXPD - Free Report) and Teekay Tankers Ltd (TNK - Free Report) .
EXPD currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Expeditors has an expected earnings growth rate of 12.3% for 2026. The company has an encouraging earnings surprise history. Its earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 13.96%.
Teekay Tankers Ltd currently sports a Zacks Rank #1.
TNK has an expected earnings growth rate of 98% for the current year. The company has an encouraging earnings surprise history. Its earnings topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 10.2%.
Halliburton získal hlavní integrované zakázky na vrtání a dokončovací práce pro hlubokomořský projekt GranMorgu u pobřeží Surinamu, který provozuje TotalEnergies. Zakázka je součástí dlouhodobého programu.
Halliburton (NYSE: HAL) wins major integrated well construction contracts for the GranMorgu deepwater development offshore Suriname, operated by TotalEnergies. The agreement includes drilling and completions services for a long-term program. Halliburton will deploy a fully integrated, digital and automation execution model that unites planning, engineering, and operations to improve performance, accelerate learning, and reduce total cost of ownership throughout well construction.
“This award reflects the value of integrated execution, collaboration, and digital technology in complex deepwater developments,” said Franco Delano, vice president, Caribbean, Halliburton. “The GranMorgu project demonstrates how aligned teams and advanced well construction capabilities support safe, efficient delivery and maximize asset value for our customers.”
Halliburton will apply integrated digital workflows, real time data and remote operations control for drilling and completions to improve well placement accuracy, and delivery assurance. These capabilities connect surface operations with subsurface execution to enhance recovery while lowering total cost of ownership for TotalEnergies.
The project supports local capability development through major infrastructure investment and collaboration with local suppliers. As part of the project scope, Halliburton worked with local suppliers to upgrade its liquid mud and cement plant. The company also supported the construction of Suriname’s first state-of-the-art completions and drilling workshop, featuring advanced maintenance and repair capabilities.
Halliburton will prioritize local talent acquisition and suppliers to support national economic growth. The project supports the expansion of Suriname’s offshore energy industry and establishes a benchmark through the first global alliance between Halliburton, TotalEnergies, and Noble.
About Halliburton
Halliburton is one of the world’s leading providers of products and services to the energy industry. Founded in 1919, we create innovative technologies, products, and services that help our customers maximize their value throughout the life cycle of an asset and advance a sustainable energy future. Visit us at www.halliburton.com; connect with us on LinkedIn, YouTube, Instagram, and Facebook.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260713936982/en/
Koalice 12 států podala žalobu s cílem zablokovat fúzi Paramount-Warner Bros. za 111 miliard USD. Tvrdí, že by vedla k vyšším cenám a menšímu množství obsahu pro diváky.
ToplineA coalition of 12 state attorneys general filed a lawsuit on Monday to block the Paramount-Warner Bros. merger, challenging the $111 billion acquisition that California Attorney General Rob Bonta claims is “unlawful” and could harm movie theaters and consumers.
The deal already cleared federal regulators, but now faces a challenge from a coalition of 12 states.
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Key FactsAccording to Bonta, the merger would result in “higher prices, lower quality, and less content for film and television,” which would harm audiences, potentially leading to higher prices and worse variety and quality for films.
The proposed megadeal would merge two of Hollywood’s “big five” studios, giving one company control of almost one third of theatrical movies and almost one third of all basic cable television content, according to the lawsuit.
The suit also warns the merger could lead to the “decline of theatrical exhibition of films,” potentially hurting movie theaters and basic cable distributors.
The massive deal was already greenlit by the Trump administration in June, about four months after Paramount outbid rival Netflix to purchase the company.
WHAT STATES ARE SUING OVER THE PARAMOUNT-WARNER BROS. DEAL?Along with California, Democratic attorneys general from 11 other states joined in the suit. Those states are: Arizona, Colorado, Connecticut, Massachusetts, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon and Washington. The group asked the two companies to close the deal until the legal process ends.
Akcie UiPath za posledních šest měsíců klesly o 27 %, ale firma uvádí růst zákazníků s ARR nad 100 tisíc USD na 2 624 a nad 1 milion USD na 374. Zároveň se obchoduje na 13,82násobku forwardového zisku, pod průměrem odvětví.
Key Takeaways PATH is seeing agentic AI move into production while expanding workflow capabilities with Maestro Case.UiPath increased its customers with over $100K ARR to 2,624 and $1M ARR customers to 374.PATH trades at 13.82X forward earnings, below the industry average despite improving fundamentals. UiPath (PATH - Free Report) has experienced a sharp share price correction over the past six months, declining 27% compared with the industry’s 2% decline.
While concerns over AI competition and cautious enterprise spending have weighed on the stock, the company continues to strengthen its financial performance, expand its automation platform and deepen customer adoption. With a more reasonable valuation and growing traction in agentic AI, UiPath appears well-positioned to benefit from the next phase of enterprise automation.
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PATH’s Agentic AI Adoption Continues to AccelerateOne of the most encouraging developments for UiPath is the increasing adoption of its agentic AI platform. Roughly one year after making its agentic products generally available, the company is seeing customers move beyond pilot programs into full production deployments.
This transition is significant because production deployments typically indicate that customers are realizing measurable business value and integrating AI capabilities into mission-critical workflows rather than simply experimenting with new technology.
UiPath's role extends beyond simply providing AI agents. Its platform serves as an orchestration layer that coordinates workflows, automates execution and integrates AI-generated outputs directly into enterprise operations. As organizations increasingly deploy AI agents, this orchestration capability becomes increasingly valuable.
The recent introduction of UiPath for Coding Agents further strengthens the company's AI strategy by helping customers accelerate deployments and achieve faster time to value, potentially driving broader platform adoption across enterprise customers.
Maestro Case Broadens PATH’s Enterprise PlatformUiPath recently expanded its automation portfolio with the launch of Maestro Case, a capability designed to help enterprises manage complex, long-running workflows involving multiple participants, business systems and AI agents.
Many organizations still rely on fragmented processes involving emails, spreadsheets, and disconnected software to manage customer requests, approvals, and investigations. Maestro Case addresses these inefficiencies by treating every business case as an evolving workflow while combining automation with human oversight.
The launch appears to expand UiPath's competitive positioning against ServiceNow (NOW - Free Report) and Pegasystems (PEGA - Free Report) . While ServiceNow has built a strong franchise in enterprise workflow management and Pegasystems has long specialized in case management and business process automation, UiPath aims to differentiate itself by integrating robotic process automation, workflow orchestration, and agentic AI within a unified platform. As enterprises increasingly seek AI-enabled workflow solutions, PATH's broader automation capabilities could provide a meaningful competitive advantage over Pegasystems and ServiceNow.
Large Customer Growth Supports Long-Term OutlookUiPath continues to demonstrate strong enterprise adoption, particularly among its largest customers.
Customers generating more than $100,000 in annual recurring revenue increased from 2,365 to 2,624 over the past year, reflecting broader platform adoption and continued expansion within existing enterprise accounts.
Even more encouraging, customers contributing more than $1 million in ARR increased from 316 to 374. These larger customers typically represent deeper deployments, stronger retention and greater long-term expansion opportunities.
The company's expanding enterprise presence also strengthens its competitive position relative to Pegasystems, ServiceNow and Salesforce. While Salesforce continues to invest aggressively in enterprise AI and workflow automation, UiPath is carving out a differentiated position by combining robotic process automation, AI orchestration and workflow management into a single platform. Likewise, Salesforce's broader AI initiatives further validate the growing enterprise demand that UiPath is targeting.
Healthy Growth Projections StrengthenUiPath's long-term growth outlook remains healthy, supported by steady expansion in both earnings and revenues. The Zacks Consensus Estimate projects earnings growth of 10.4% in fiscal 2027, followed by an additional 8.2% increase in fiscal 2028, indicating sustained profitability despite a maturing business. Revenue growth is also expected to remain robust, with sales forecast to rise 11.1% in fiscal 2027 and 12.7% in fiscal 2028. The acceleration in top-line growth during fiscal 2028 suggests continued demand for UiPath's AI-powered automation platform, while consistent earnings expansion reflects improving operating leverage and disciplined execution.
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Although risks such as enterprise IT spending uncertainty and intensifying competition remain, much of this caution now appears reflected in the current valuation, creating a more favorable risk-reward profile for patient investors.
Attractive Valuation Creates a Better Entry PointThe recent pullback has compressed its valuation to a forward price-to-earnings multiple of 13.82X, well below the industry average of 28.28X.
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The lower valuation comes despite improving business fundamentals. Annualized recurring revenue (ARR) continues to expand steadily, operating margins have improved and UiPath recently reported its first-ever first-quarter GAAP profit. Management also raised its full-year guidance, signaling confidence in customer demand and the company's ability to monetize its expanding AI-powered automation portfolio.
PATH is a Buy NowUiPath's recent share price weakness appears disconnected from its improving operating performance. The company is expanding profitability, growing recurring revenue, strengthening relationships with large enterprise customers, and successfully extending its platform into workflow orchestration and agentic AI.
Although competitive pressures and macroeconomic uncertainty remain important risks, UiPath's discounted valuation, expanding AI capabilities, and growing enterprise adoption suggest the long-term investment thesis remains intact. If management continues executing on its AI roadmap while sustaining profitable growth, the current pullback could prove to be an attractive buying opportunity for long-term investors.
PATH stock currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Aehr očekává, že tržby ve fiskálním roce 2026 skončí na horní hraně rozpětí 45–50 milionů USD a ve 4. čtvrtletí se vrátí k ziskovosti. Slabší poptávka po WaferPak ale může brzdit růst tržeb i hrubou marži.
Key Takeaways Aehr expects fiscal 2026 revenues at the high end of its $45-$50 million guidance range.AEHR sees Q4 profitability supported by bookings, higher shipments and better factory utilization.Aehr's softer WaferPak demand may pressure revenue growth and gross margin despite system gains. Aehr Test Systems (AEHR - Free Report) is scheduled to report its fourth-quarter fiscal 2026 earnings on July 14.
In the third quarter of fiscal 2026, Aehr reported a loss of 5 cents per share that beat the Zacks Consensus Estimate by 37.5%. However, revenues of $10 million lagged the consensus mark by 20.05%.
The Zacks Consensus Estimate for fiscal fourth-quarter loss is pegged at a penny, unchanged over the past 30 days, and flat from the figure reported in the year-ago quarter. The consensus mark for fiscal first-quarter sales is pegged at $18.7 million, suggesting 32.7% growth from the figure reported in the year-ago quarter.
Let’s see how things have shaped up for the upcoming announcement.
Key Factors to Consider for AEHR’s Q4 EarningsAehr’s fiscal fourth-quarter results are expected to have benefited from strong backlog and booking conversion. Fiscal third-quarter bookings exceeded $37 million, and Aehr added another $12.2 million of bookings in the first five weeks of the fourth quarter. Management expects fiscal 2026 revenues to finish at the high end of the $45-$50 million guidance range and return to profitability in the fourth quarter of fiscal 2026.
Aehr’s fiscal fourth-quarter results are expected to have benefited from the new silicon photonics customer that ordered multiple FOX-XP wafer-level burn-in systems, engineering and production systems, WaferPak contactors and automated aligners. These systems were scheduled to be shipped in the to-be-reported quarter. The company’s results are also expected to have benefited from strong demand from AI customers.
Aehr expects gross margin to improve in the fiscal fourth quarter, driven by higher shipment volumes, better factory utilization and improved absorption of fixed manufacturing costs.
However, Aehr’s high-margin consumables business remained under pressure. The company noted that several customers had purchased systems ahead of demand and were only gradually utilizing existing capacity, reducing near-term WaferPak orders. Since WaferPaks carry higher margins than systems, the softer consumables mix likely weighed on both fourth-quarter revenue growth and gross margin, even as system shipments improved
What Our Model SaysAccording to the Zacks model, the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. But that is not the case here.
Aehr currently has an Earnings ESP of 0.00% and a Zacks Rank #3. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Stocks to ConsiderHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings in their upcoming releases:
Alphabet (GOOGL - Free Report) has an Earnings ESP of +1.30% and a Zacks Rank #2 at present. Alphabet is set to report second-quarter 2026 results on July 22. You can see the complete list of today’s Zacks #1 Rank stocks here.
Amphenol (APH - Free Report) has an Earnings ESP of +0.43% and a Zacks Rank #2 at present. Amphenol is slated to report second-quarter 2026 results on July 29.
Lam Research (LRCX - Free Report) has an Earnings ESP of +1.13% and a Zacks Rank #2 at present. Lam Research is scheduled to report fourth-quarter fiscal 2026 results on July 29.
Key Takeaways Avient's Dyneema DM20 fiber earned ClassNK approval for floating offshore wind mooring systems.The certification is valid through February 2031 and supports permanent subsea installations.Avient's Toyobo MC partnership aims to expand Dyneema DM20 adoption across Japan's wind sector. Avient Corporation (AVNT - Free Report) recently announced that its Dyneema DM20 fiber has received Type Approval from Nippon Kaiji Kyokai for use as filament in synthetic fiber ropes designed for floating offshore wind turbine mooring systems. The ClassNK certification, issued in February 2026 and valid through February 2031, confirms compliance with ClassNK’s guidelines, making it suitable for permanent subsea installations, serving engineers, developers, and mooring line manufacturers.
The ClassNK approval of this high-modulus polyethylene fiber marks an important milestone as it is increasingly adopted in the global offshore wind sector, where durable, reliable and high-performing mooring systems are essential.
The fiber has already been installed at several European floating wind projects, including WindFloat Atlantic, WindFloat Kincardine, TetraSpar, and the EFGL project in the Golfe du Lion. These installations represent more than 100 MW of floating offshore wind demonstration capacity, proving itself to be well-positioned to support Japan’s fast-growing FOWT industry.
The ClassNK approval strengthens confidence among developers, engineers, and mooring manufacturers by validating the fiber’s performance in offshore applications. The certification also supports Avient’s collaboration with Toyobo MC, established in 2025, to promote broader adoption of Dyneema DM20 fibers for FOWT mooring solutions in Japan. Together, the partnership and ClassNK approval are expected to accelerate the adoption of synthetic mooring solutions as Japan’s floating offshore wind industry expands.
AVNT’s shares have gained 7.3% over the past year compared with the industry’s 3.8% decline.
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AVNT’s Zacks Rank & Key PicksAVNT currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the Basic Materials space are Kronos Worldwide, Inc. (KRO - Free Report) , Carpenter Technology Corporation (CRS - Free Report) and Avino Silver & Gold Mines Ltd. (ASM - Free Report) .
While KRO sports a Zacks Rank #1 (Strong Buy) at present, CRS and ASM carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for KRO’s 2026 loss is pinned at 33 cents per share, indicating a 65.63% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in one of the trailing four quarters and missed the rest.
The Zacks Consensus Estimate for CRS’ 2026 earnings is pegged at $10.56 per share, indicating a rise of 41.18% year over year. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 8.95%.
The Zacks Consensus Estimate for ASM’s current fiscal-year earnings is pinned at 34 cents per share, indicating a 17.24% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 125%. ASM’sshares have gained 41% over the past year.
Central Garden & Pet zvýšila ve 2. čtvrtletí fiskálního roku 2026 hrubou marži na 33,1 % a provozní marži na 12,6 %. Firma zároveň potvrdila výhled zisku na fiskální rok 2026 alespoň 2,70 USD na akcii.
Key Takeaways Central Garden's cost and simplicity program is strengthening efficiency and business resilience.CENT expanded gross and operating margins through sales leverage, cost management and simplification.CENT is optimizing manufacturing and distribution to improve flexibility and support profitable growth. Central Garden & Pet Company (CENT - Free Report) noted that its Cost and Simplicity program has fundamentally strengthened the business. The company believes that these efforts have improved operational efficiency, enhanced organizational resilience and created a better-run business. Management also emphasized that this focus on cost discipline and simplification is now embedded in the company’s operating model and continues to shape the way it manages and executes its business.
The company expanded second-quarter fiscal 2026 gross margin by 30 basis points to 33.1%, while operating margin improved to 12.6% from 11.2% in the prior-year period. Higher sales leverage, prudent cost management and ongoing organizational simplification supported margin expansion while allowing continued investment in key growth initiatives. Management highlighted multiple initiatives to simplify the business while enhancing execution and operational efficiency. As part of these efforts, the company relocated its DoMyOwn business to its Covington fulfillment center to improve delivery speed, reduce costs and increase network flexibility.
Additionally, in the last earnings call transcript the company noted that it is consolidating Top Dog Best Bully Sticks manufacturing into its dog and cat platform in New Jersey to leverage scale and manufacturing capabilities better. The company also entered into a joint venture with Phillips Pet Food & Supplies while retaining a 20% ownership stake. Management believes that the partnership will strengthen and enhance the agility of its nationwide distribution network, simplify operations and allow the company to focus more directly on expanding its Central branded portfolio.
The company believes that the streamlined structure supports better execution, stronger productivity and improved cost control while creating room to continue investing behind brands and innovation. Management also reaffirmed fiscal 2026 earnings guidance, noting that ongoing margin discipline and portfolio optimization remain central to its operating strategy despite inflation, tariffs and a promotional retail environment. Management expects adjusted earnings to be $2.70 per share or better.
The Zacks Rundown for CENTShares of this Zacks Rank #3 (Hold) company have soared 29.6% in the past six months compared with the industry’s growth of 12.4%.
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From a valuation standpoint, CENT trades at a forward price-to-earnings ratio of 14.04, lower than the industry’s average of 14.76.
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The Zacks Consensus Estimate for CENT’s current and next fiscal year earnings implies year-over-year growth of 5.9% and 7.3%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
ARKO Corp. (ARKO - Free Report) operates a chain of convenience stores in the United States. ARKO currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for ARKO's current fiscal-year sales implies a decline of 2.8%, while the same for current fiscal-year earnings implies growth of 93.3% from the year-ago reported figures. ARKO delivered a trailing four-quarter earnings surprise of 43.2%, on average.
Colruyt Group N.V. (CUYTY - Free Report) together with its subsidiaries, engages in the retail, wholesale, food service, and other activities in Belgium, France, and internationally. It presently flaunts a Zacks Rank #1.
The Zacks Consensus Estimate for CUYTY's current financial-year sales and earnings indicates 7.4% and 2.5% growth, respectively, from the last year.
Phibro Animal Health Corporation (PAHC - Free Report) operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. PAHC currently carries a Zacks Rank of 2 (Buy).
The Zacks Consensus Estimate for PAHC's current fiscal-year sales and earnings implies growth of 14.8% and 47.4%, respectively, from the year-ago actuals. PAHC delivered a trailing four-quarter earnings surprise of 16.3%, on average.
KSF prověřuje navrhovaný prodej LiveRamp Holdings společnosti Publicis Groupe za 38,50 USD v hotovosti za akcii. Zkoumá, zda cena i proces nejsou pro akcionáře nevýhodné.
NEW YORK CITY & NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of LiveRamp Holdings, Inc. (NYSE: RAMP) to Publicis Groupe. Under the terms of the proposed transaction, shareholders of LiveRamp will receive $38.50 in cash for each share of LiveRamp that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate, or whether the consideration undervalues the Company.
If you believe that this transaction undervalues the Company and/or if you would like to discuss your legal rights regarding the proposed sale, you may, without obligation or cost to you, e-mail or call KSF Managing Partner Lewis S. Kahn ([email protected]) toll free at any time at 855-768-1857, or visit https://www.ksfcounsel.com/cases/nyse-ramp/ to learn more.
To learn more about KSF, whose partners include the Former Louisiana Attorney General, visit www.ksfcounsel.com.
PNC Financial čeká za 2Q EPS 4,51 USD a tržby 6,42 miliardy USD, což by znamenalo meziroční růst o 17,1 % a 12,8 %. Výsledky má podpořit stabilní sazební prostředí a růst úvěrů, zatímco náklady zvyšuje integrace FirstBank.
Key Takeaways PNC's Q2'26 earnings are projected to be $4.51 per share, up 17.1% year over year.Quarterly revenues are estimated to be $6.42 billion, reflecting 12.8% year-over-year growth.A stable interest rate environment, loan growth and FirstBank integration are likely to aid quarterly results. The PNC Financial Services Group, Inc. (PNC - Free Report) is scheduled to report second-quarter 2026 results on July 15, before market open. The company’s revenues and earnings are expected to have improved on a year-over-year basis.
In the first quarter of 2026, the company’s earnings surpassed the Zacks Consensus Estimate, driven by higher net interest income (NII) and fee income. Further, rising loan and deposit balances supported the results. However, higher expenses acted as a headwind.
PNC has an impressive earnings surprise history. Its earnings surpassed estimates in the trailing four quarters with an average surprise of 8.95%.
Factors to Impact PNC Financial’s Q2 EarningsNII & Loans: In the second quarter of 2026, the Federal Reserve kept interest rates unchanged while noting that economic activity continued to expand at a solid pace despite elevated uncertainty and inflation remaining above its 2% target. The stable rate environment is likely to have supported PNC Financial's NII growth.
Management expects NII to rise approximately 3% sequentially in the second quarter of 2026.
The Zacks Consensus Estimate for NII of $4.1 billion indicates a sequential rise of nearly 3.2%.
Per the Fed’s latest data, demand for commercial and industrial, real estate and consumer loans was decent in the second quarter of 2026. As such, a stable rate environment and decent loan demand are expected to have supported the company's overall lending activity in the quarter to be reported.
The Zacks Consensus Estimate for average interest-earning assets is pegged at $552.4 billion, indicating a sequential rise of 2.2%. The company expects average loans to rise nearly 2%-3% sequentially in the second quarter of 2026.
Non-Interest Revenues: The second quarter remained challenging for the mortgage business, with mortgage rates hovering around the mid-6.5% range and affordability remaining strained. While purchase activity continued to face pressure from inventory constraints, refinancing activity witnessed a modest improvement. As a result, PNC's residential and commercial mortgage revenues are likely to have improved in the quarter to be reported.
The Zacks Consensus Estimate for residential and commercial mortgage revenues is pegged at $131.1 million, indicating a sequential rise of 11.1%.
The second quarter witnessed solid client activity and market volatility, though both were less pronounced than in the previous quarter. Market conditions were shaped by shifting expectations around artificial intelligence, persistent geopolitical tensions, lingering inflation concerns and the Fed's relatively hawkish monetary policy stance. Volatility across equity markets, commodities, bonds and foreign exchange is likely to have supported client activity. As a result, PNC Financial's asset management and brokerage income is likely to have improved in the quarter to be reported.
The Zacks Consensus Estimate for the metric is pegged at $430.7 million, indicating a nearly 2.5% rise sequentially.
Global mergers and acquisitions (M&A) activity moderated in the second quarter of 2026 after a strong start to the year, as ongoing geopolitical uncertainty, elevated inflation, a persistent backlog of private equity exits and higher interest rates weighed on deal-making. While deal value declined as only a few large transactions dominated the market, M&A volumes improved year over year. Despite the challenging backdrop, the increase in deal volumes is likely to have supported PNC's capital markets and advisory revenues in the quarter to be reported.
The Zacks Consensus Estimate for the company's capital markets and advisory income is pinned at $478.3 million, indicating a sequential increase of nearly 3.3%.
Further, the Zacks Consensus Estimate for card and cash management revenues is pinned at $765.9 million, indicating a sequential increase of 3.7%. The consensus estimate for lending and deposit services is pegged at $338.5 million, indicating a marginal decline from the previous quarter's actual.
Management expects fee income to decline nearly 2.5% sequentially in the second quarter of 2026.
The Zacks Consensus Estimate for non-interest income is pegged at $2.33 billion, indicating a 5.6% increase from the previous quarter.
Expenses: The company's expenses are expected to have remained elevated in the second quarter of 2026, mainly due to FirstBank integration costs. Continued investments in franchise expansion, technology and digitalization are also likely to have kept expenses high.
Management expects non-interest expenses to rise nearly 2% sequentially in the second quarter of 2026.
Asset Quality: PNC Financial is likely to have maintained elevated reserves, particularly in its commercial lending portfolio, amid persistent inflation and geopolitical uncertainty stemming from the Middle East conflict. Additionally, the Fed's June statement signaling the possibility of a rate hike is expected to have prompted the company to remain cautious and build substantial provisions for potential credit losses in the second quarter of 2026.
Management expects net charge-offs to be around $225 million, down from $253 million in the first quarter of 2026.
The Zacks Consensus Estimate for non-performing assets is pegged at $2.55 billion, indicating an increase of 7% from the previous quarter. Also, the consensus estimate for non-performing loans is pinned at $2.45 billion, implying a sequential rise of 9.3%.
What Our Model Unveils for PNCOur proven model does not conclusively predict an earnings beat for PNC Financial this time. The combination of a positive Earnings ESP and Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. This is not the case here.
You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Earnings ESP: PNC Financial has an Earnings ESP of -0.30%.
Zacks Rank: The company currently carries a Zacks Rank of 3.
PNC Financial’s Q2 Earnings & Sales ExpectationsThe Zacks Consensus Estimate for second-quarter earnings per share has been revised downward to $4.51 over the past seven days. This implies a year-over-year rise of 17.1%.
The Zacks Consensus Estimate for quarterly revenues of $6.42 billion indicates a 12.8% year-over-year increase. PNC projects total revenues to rise approximately 3.5% in the second quarter of 2026 from the $6.2 billion reported in the first quarter of 2026.
Stocks to ConsiderHere are a couple of bank stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
The Earnings ESP for M&T Bank (MTB - Free Report) is +0.13% and carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
The company is slated to report second-quarter 2026 results on July 15, 2026. Over the past seven days, the Zacks Consensus Estimate for MTB's quarterly earnings has remained unchanged at $4.66 per share.
U.S. Bancorp (USB - Free Report) is also scheduled to announce second-quarter 2026 results on July 16, 2026. The company has an Earnings ESP of +0.34% and a Zacks Rank #2 at present.
Quarterly earnings estimates for USB have been revised upward to $1.28 per share over the past week.
Akcie společnosti Brown & Brown za poslední rok klesly o 37,3 %, zatímco odvětví o 27,9 %. Akcie BRO se obchodují se slevou, ale analytici čekají jen 9,7% růst.
Key Takeaways Brown & Brown benefits from higher commissions, strong retention and rate increases across insurance lines.Accession integration and ongoing acquisitions continue to expand scale and drive revenue growth. BRO's diversified business mix and strong cash generation support acquisitions and shareholder returns. Shares of Brown & Brown, Inc. (BRO - Free Report) have lost 37.3% in the past year compared with the industry’s 27.9% decline.
The decline reflects slowing organic revenue growth, margin pressure from higher expenses, valuation compression, and concerns that a softer insurance pricing environment could slow premium and commission growth. Despite these factors, the company's strong client retention, new business generation and acquisitions remain intact. Recovery depends on improving earnings growth, stronger insurance market conditions and margin stabilization.
Shares of other insurers like Aon plc. (AON - Free Report) , Arthur J. Gallagher & Co. (AJG - Free Report) and Willis Towers Watson Public Limited Company (WTW - Free Report) have lost 0.8%, 19.7% and 6.3%, respectively, over the past year.
1-Year Price Performance - BRO, AON, AJG, WTW & Industry
Image Source: Zacks Investment Research
BRO’s Average Target Price Suggests UpsideBased on short-term price targets offered by 16 analysts, the Zacks average price target is $74.25 per share. The average suggests a potential 9.7% upside from the last closing price.
Image Source: Zacks Investment Research
BRO’s ValuationShares of Brown & Brown are trading at a discount compared with the Zacks Brokerage Insurance industry. Its forward price-to-earnings multiple of 14.39X is lower than the industry average of 16.35X. It currently carries a Value Score of C.
Image Source: Zacks Investment Research
BRO’s Growth ProjectionThe Zacks Consensus Estimate for Brown & Brown’s 2026 earnings per share (EPS) indicates a year-over-year increase of 5.9%. The consensus estimate for revenues is pegged at $7.10 billion, implying a year-over-year improvement of 20.3%. The consensus estimate for 2027 EPS and revenues indicates increases of 8.2% and 5.2%, respectively, from the corresponding 2026 estimates.
Earnings have grown 19.2% in the past five years, better than the industry average of 13.9%. The expected long-term earnings growth rate is 4.8%.
Muted Analyst Sentiment on BROThe Zacks Consensus Estimate for 2026 earnings remained unchanged, while 2027 earnings moved 0.2% south in the last 30 days.
Factors That Benefit BROCommissions and fees, the main component of the top line, benefit from increasing new business, strong retention, and ongoing rate rises across most lines of coverage, supporting recurring revenue and earnings visibility. The company surpassed its intermediate annual revenue target of $4 billion in 2024 and now targets $8 billion in revenues. Last year, its revenues reached $5.9 billion. Additionally, strong contingent commission income supports earnings growth, with contingent commissions increasing $54 million in the first quarter of 2026, including a $22 million contribution from the Accession acquisition.
Brown & Brown’s strategic buyouts help it capitalize on growing market opportunities, strengthen its products and service portfolio, expand global reach and accelerate growth rate. From 1993 through the first quarter of 2026, Brown & Brown acquired 725 insurance intermediary operations. Brown & Brown's growth continues to be driven by the successful integration of the Accession acquisition, which significantly expanded the company's scale and contributed approximately $445 million in first-quarter revenues, helping total revenues rise 35.4% year over year.
The company operates across Retail and Specialty Distribution businesses, providing broad exposure to multiple insurance markets. Revenues from the retail segment have contributed a lion’s share to the company’s total revenues. In the first quarter of 2026, retail revenues increased 33.4% year over year, while Specialty Distribution revenues rose 40%. The balanced contribution from multiple business lines reduces reliance on any single product line.
The company also benefits from robust cash generation and disciplined capital allocation. While BRO effectively deploys cash towards acquisitions and capital expenditure, it also distributes wealth to shareholders via dividend increases. The company has an annualized dividend growth rate of 13.2% over the past five years.
HeadwindsBrown & Brown has been experiencing rising expenses due to higher employee compensation and benefits, amortization, other operating expenses and interest expense. These factors are creating pressure on margins despite revenue growth.
BRO's expanding international operations expose it to foreign currency, regulatory and economic risks across global markets. Additionally, rising debt levels from acquisition-driven growth are increasing interest expenses.
Profitability metrics also lag industry levels. Brown & Brown’s return on equity is 12.9%, well below the industry average of 18.8%.
ConclusionBRO’s commission growth, new business, strong retention, strategic buyouts, diversified brokerage platform and impressive dividend history position the company well for growth. Its robust capital position, favorable estimates, and cheap valuation are other positives. However, international expansion risks, unfavorable ROE, rising expenses, and debt levels are the headwinds.
Therefore, it is wise to adopt a wait-and-see approach on this Zacks Rank #3 (Hold) stock. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Amkor těží z odolné poptávky po prémiových smartphonech a očekává, že tržby z komunikací ve 2. čtvrtletí vzrostou mezikvartálně o střední až vyšší jednociferné procento.
Key Takeaways Amkor is benefiting from rising semiconductor content in premium smartphones powered by on-device AI.AMKR expects Q2 communications revenues to rise mid to high single digits sequentially.Amkor sees premium smartphones, AI, HPC and automotive supporting long-term packaging demand. Amkor Technology (AMKR - Free Report) continues to draw strength from resilient premium smartphone demand, a trend that is directly benefiting its communications business. As device makers pack in more on-device AI, higher-performance application processors, upgraded camera systems, and more advanced 5G connectivity, semiconductor content per handset keeps climbing. This rising complexity is fueling demand for advanced packaging solutions, a space where Amkor is well-positioned to capture growth. The communications segment posted 42% year over year revenue growth in the first quarter of 2026, and management expects sequential growth in the mid to high single digits for the second quarter, reflecting sustained momentum across premium iOS and Android devices.
Amkor's packaging portfolio adds further weight to this opportunity. The company supports application processors, modems, RF front-end modules, memory, sensors and system-in-package solutions, giving it broad exposure across the components that define premium smartphone performance. Semiconductor content in premium smartphones is expected to rise from around $225 currently to nearly $400 over the next several years, driven by richer AI functionality and deeper integration. This expansion should widen Amkor's addressable market and reinforce long-term demand for its advanced packaging technologies.
Premium smartphones are expected to remain a key growth driver for Amkor, supported by its wide reach across leading smartphone platforms and differentiated packaging capabilities. Combined with expanding opportunities in AI, high-performance computing and automotive applications, this positions Amkor to sustain its growth trajectory, with premium smartphone demand set to remain a steady tailwind ahead.
How Amkor Stacks Up Against PeersAmkor is benefiting from the growing semiconductor content in premium smartphones, a trend that is also supporting peers ASE Technology (ASX - Free Report) and Taiwan Semiconductor Manufacturing Company (TSM - Free Report) .
ASE Technology continues to expand its advanced system in package and flip chip solutions to support increasingly sophisticated flagship smartphones, while Taiwan Semiconductor Manufacturing Company is scaling advanced packaging capacity for next-generation smartphone application processors. Like ASE Technology and Taiwan Semiconductor Manufacturing Company, Amkor is well positioned to benefit as smartphone manufacturers integrate more AI features, advanced processors and enhanced connectivity into premium devices. Continued investments by ASX and TSM highlight the robust demand outlook for advanced packaging in premium smartphones, reinforcing Amkor's long-term growth opportunity.
AMKR’s Share Price Performance, Valuation & EstimatesAmkor shares have surged 78.5% in the year-to-date period compared with the Zacks Electronics - Semiconductors industry’s appreciation of 50.3% and the Zacks Computer and Technology sector’s return of 17%.
AMKR’s Price Performance
Image Source: Zacks Investment Research
Amkor stock is trading at a forward 12-month price/sales of 2.2X compared with the industry’s 9.33X. AMKR has a Value Score of C.
AMKR’s Valuation
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for AMKR’s second-quarter 2026 earnings is pegged at 47 cents per share, indicating growth of 113.64% year over year.
AMKR currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Arista Networks ve 1. čtvrtletí zvýšila tržby o 35,1 % na 2,71 miliardy USD díky poptávce v cloudu, AI a podnicích. Na 2. čtvrtletí čeká tržby ve výši kolem 2,8 miliardy USD.
Key Takeaways Arista reported 35.1% revenue growth in Q1 2026, driven by cloud, AI and enterprise demand.ANET expanded its Etherlink portfolio with 1.6T platforms to support growing AI infrastructure needs.Arista expects about $2.8B Q2 2026 revenues and projects $11.5B revenues with $3.5B AI revenues in 2027. Arista Networks, Inc. (ANET - Free Report) is witnessing solid revenue growth, backed by solid customer wins and robust portfolio strength. In the first quarter of 2026, revenues increased 35.1% year over year to $2.71 billion, driven by solid momentum across cloud, AI and enterprise markets.
Arista's Etherlink portfolio remains one of the key revenue drivers. The company offers a comprehensive portfolio spanning AI Scale-Out, Scale-Across and the emerging Scale-Up networking architectures. These networking architectures allow customers to seamlessly deploy large AI training and inference clusters. Its 800G Ethernet solutions continue to witness strong adoption, with more than 100 cumulative customer deployments.
Its AI networking capabilities include cluster load balancing, intelligent packet buffering, Smart System Upgrades and EOS software help optimize AI workload performance. Such comprehensive portfolio offerings are gaining traction among hyperscalers, AI cloud providers and enterprise customers.
The company is continuously broadening its portfolio to capitalize on the expanding AI infrastructure spending. It has recently introduced the 7060XE7 Series, a new portfolio of 1.6-terabit networking platforms designed for rack-scale AI infrastructure. The platform expands the company’s Etherlink portfolio and is intended to support both scale-out and scale-up AI fabric architectures as AI workloads grow in size and complexity.
Backed by continued strength in cloud and AI deployments, Arista expects second-quarter 2026 revenues of approximately $2.8 billion. The company also expects $11.5 billion in revenues in 2027, indicating an 27.7% year over year growth. AI-related revenues are projected to reach $3.5 billion.
How Are Competitors Faring?Arista faces competition from Hewlett Packard Enterprise Company (HPE - Free Report) and Cisco Systems, Inc. (CSCO - Free Report) . In the second quarter of 2026, HPE reported revenues of $10.7 billion, up 40% year over year. HPE’s quarterly performance was supported by strong demand across the portfolio, with orders more than doubling year over year and driving a record backlog. The company is expanding its enterprise AI offerings to make it easier for customers to develop, fine-tune and deploy models across data centers, edge environments and public clouds. The company continues to build turnkey AI factory solutions and Private Cloud AI offerings co-engineered with NVIDIA, aimed at accelerating time to value for inferencing, retrieval, augmented generation and model tuning. The Juniper Networks acquisition is reshaping HPE’s mix by expanding its portfolio across campus and branch, data center switching, routing and security.
Cisco reported revenues of $15.841 billion, up 12% year over year. The growth is driven by solid demand for security products, AI-optimized switching, routing and optics. Cisco continues to expand AI data center offerings, including Nexus innovations, intelligent packet flow and configurable AI pods, which can sustain a higher mix in networking through fiscal 2026.
ANET’s Price Performance, Valuation & EstimatesShares of Arista have surged 72.5% over the past year against the industry’s decline of 11.5%.
Image Source: Zacks Investment Research
From a valuation standpoint, Arista trades at a forward price-to-sales ratio of 18.25, above the industry average.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Arista’s earnings for 2026 has remained unchanged, and 2027 has increased over the past 60 days.
Image Source: Zacks Investment Research
Arista currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Key Takeaways SIGI is prioritizing underwriting profitability, with solid combined ratios in E&S and Personal Lines. SIGI is expanding Standard Commercial Lines, and benefiting from higher net investment income. AI investments are improving underwriting, while disciplined capital returns support shareholder value. Shares of Selective Insurance Group, Inc. (SIGI - Free Report) closed at $95.93 on Friday, near its 52-week high of $100.40. This proximity underscores investor confidence. It has the ingredients for further price appreciation. The stock is trading above the 50-day and 200-day simple moving averages (SMA) of $90.07 and $83.22, respectively, indicating solid upward momentum. SMA is a widely used technical analysis tool to predict future price trends by analyzing historical price data.
Image Source: Zacks Investment Research
SIGI is an OutperformerShares of Selective Insurance have gained 9.3% in the past year, outperforming the industry’s growth of 5.2%.
Image Source: Zacks Investment Research
Selective Insurance has outperformed its peers, including NMI Holdings Inc. (NMIH - Free Report) , W.R. Berkley Corporation (WRB - Free Report) and RLI Corp. (RLI - Free Report) . Shares of NMIH and WRB have gained 7.8% and 3.9%, respectively, while RLI has lost 14.4% in the past year.
SIGI’s Growth Projection EncouragesThe Zacks Consensus Estimate for Selective Insurance’s 2026 earnings per share indicates a year-over-year increase of 5.8%. The consensus estimate for revenues is pegged at $5.50 billion, implying a year-over-year improvement of 3.1%. The consensus estimate for 2027 earnings per share and revenues indicates an increase of 13.3% and 3.1%, respectively, from the 2026 estimates.
Optimistic Analyst Sentiment for SIGITwo of the five analysts covering the stock have raised estimates for both 2026 and 2027 over the past 30 days. Thus, the Zacks Consensus Estimate for 2026 and 2027 earnings has moved north 0.6% and 0.3%, respectively, over the past 60 days.
SIGI’s Favorable Return on EquityReturn on equity in the trailing-12 months was 13.7%, better than the industry average of 7.4%. This highlights the company’s efficiency in utilizing shareholders’ funds.
Factors Favoring SIGI StockSIGI continues to prioritize underwriting profitability over aggressive premium growth. Strong performance in the Excess & Surplus (“E&S”) segment, with a combined ratio of 89.5% in first-quarter 2026, and improved Personal Lines profitability, with a combined ratio of 92.8%, highlights the benefits of disciplined underwriting and selective risk retention. Management is selectively retaining its best-performing accounts while reducing exposure to underperforming businesses.
SIGI continues to raise renewal rates to address elevated loss-cost trends. The company achieved renewal price increases of nearly 10% in general liability over the past seven quarters, well above industry averages. In commercial auto liability, it witnessed pure price increases of almost 12% in the first quarter. Management believes these rate increases position the company to offset social inflation and improve long-term underwriting profitability.
Selective Insurance is steadily expanding its Standard Commercial Lines business toward a near-national footprint, now operating in 36 states and the District of Columbia. This growth is driven by an agent-based model with around 1,680 partners across 2,940 offices, supporting geographic diversification and more stable, cycle-resilient premium growth.
Higher net investment income continues to support earnings growth. After-tax net investment income increased 18% year over year in the first quarter, benefiting from favorable yields and a conservatively positioned investment portfolio. Selective Insurance expects after-tax net investment income of $465 million in 2026. Strong and reliable returns from its growing fixed-income portfolio, supported by higher returns from its short-term investments, are likely to drive the metric.
Selective Insurance is also investing heavily in artificial intelligence and technology capabilities to enhance underwriting, claims processing and risk management. AI tools have already processed more than 0.5 million claims-related documents, while a significant portion of the company's 2026 strategic technology spending is focused on improving risk selection and pricing accuracy.
Selective Insurance continues to return capital through dividends and repurchases while keeping flexibility for underwriting and investment opportunities. The company continues to prioritize profitable growth and aims to return 20-25% of earnings to shareholders through dividends.
ConclusionWhile Selective Insurance remains well-positioned to gain from strong renewals, favorable E&S lines marketplace conditions and higher income earned on fixed-income securities portfolio, challenges facing the company, such as exposure to catastrophe losses, rising competition and social inflation, can drive earnings volatility.
SIGI should benefit from favorable growth estimates, higher ROE, optimistic analyst sentiment and prudent capital deployment.
Coupled with an impressive dividend history, solid growth projections, favorable ROE and optimistic analyst sentiment, the time appears right for potential investors to bet on this Zacks Rank #2 (Buy) insurer. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Selective Insurance also has a VGM Score of A. Stocks with a favorable VGM Score are those with the most attractive value, best growth and most promising momentum compared with peers. Its impressive dividend history as well as attractive valuations are other positives. Back-tested results show that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best opportunities in the value investing space.
AJG koupila MedJames, aby posílila svou velkoobchodní pojišťovací platformu RPS a rozšířila specializované pojištění. Akvizice má zlepšit regionální dosah i vztahy s retailovými makléři.
Key Takeaways AJG acquired Med James to strengthen its Risk Placement Services wholesale insurance platform.AJG expands its specialty insurance capabilities and regional presence through Med James' MGA expertise.The acquisition supports Gallagher's specialty insurance growth and retail broker relationships. Arthur J. Gallagher & Co. (AJG - Free Report) continues to strengthen its specialty insurance platform through targeted acquisitions, a strategy that has supported the company's long-term growth and expanded its presence across niche insurance markets.
The latest addition is Med James, Inc., a Kansas-based managing general agency (MGA) and wholesale insurance broker serving retail insurance agents. Pam Donahue and the Med James team will remain at their current location under the direction of Jacey Norberg, VP-North Central Region for RPS.
The acquisition expands the capabilities of Gallagher's Risk Placement Services (“RPS”) division, one of North America’s largest wholesale insurance brokerage, binding authority and program management platforms. Med James' expertise in wholesale brokerage and MGA services is expected to enhance RPS's regional presence while broadening its ability to serve retail agents with specialized insurance solutions.
Managing general agencies play an important role in the specialty insurance market by offering underwriting expertise, product development and access to customized coverage that may not be available through standard insurance markets. Strengthening this business enables Gallagher to expand its specialty product offerings, deepen relationships with retail brokers and generate stable commission-based revenues.
As demand for specialized commercial insurance solutions continues to rise, enhancing its wholesale brokerage and MGA capabilities should further strengthen Gallagher's competitive position.
How Are Competitors Faring?Peers like Brown & Brown, Inc. (BRO - Free Report) and Aon plc (AON - Free Report) are also expanding their specialty insurance and risk management capabilities through acquisitions.
BRO has expanded through acquisitions of specialty retail agencies, MGA platforms and program management businesses to deepen expertise in targeted commercial insurance markets. The company continues to focus on niche capabilities that enhance its underwriting reach and broaden specialized client offerings.
AON has pursued acquisitions aimed at strengthening cyber risk, reinsurance, analytics and specialty advisory capabilities. The company is increasingly integrating specialized risk expertise with data-driven consulting solutions to support complex commercial insurance needs.
AJG’s Price Performance, Valuation & EstimatesShares of AJG have dropped 19.7% compared with the industry’s decline of 27.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, AJG trades at a forward price-to- earnings ratio of 18.01X, higher than the industry average of 16.34X.
Image Source: Zacks Investment Research
The consensus estimate for earnings per share (EPS) for 2026 and 2027 indicates a year-over-year increase of 23.7% and 11.8%, respectively.
The Zacks Consensus Estimates for 2026 earnings moved 0.4% south, while the estimate for 2027 earnings moved 0.1% north in the last 30 days.
Image Source: Zacks Investment Research
The consensus estimates for AJG’s 2026 and 2027 revenues indicate a year-over-year increase.
AJG currently carries a Zacks Rank #3(Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here .
ABM ve 2. čtvrtletí fiskálního roku 2026 zvýšila tržby o 8,4 % na rekordních 2,3 miliardy USD a za první pololetí získala rekordní nové zakázky v hodnotě 1,2 miliardy USD.
Key Takeaways ABM posted record second-quarter revenues and first-half new sales bookings, supporting growth.ABM is expanding in data centers and semiconductors through investments and the WGNSTAR acquisition.ABM's rising operating costs and economic uncertainties could pressure margins and future growth. Shares of ABM Industries (ABM - Free Report) have had a decent run over the past three months. The stock has gained 12.6% against the industry's 1.5% drop. The Zacks S&P 500 composite rose 8.7% during the said time frame.
ABM has a Growth Score of B. This style score condenses key financial metrics to reflect a fair sense of the quality and sustainability of its growth.
The company’s third-quarter fiscal 2026 earnings are expected to increase 23.2% year over year. Earnings for fiscal 2026 and fiscal 2027 are projected to rise 15.4% and 9.3%, respectively, year over year. Revenues are expected to increase 5.3% in fiscal 2026 and 3% in fiscal 2027.
Factors That Bode Well for ABMABM Industries, a leading provider of integrated facility solutions globally, benefits from growing demand across its broad range of services that support infrastructure functionality and operational efficiency. The services include janitorial, energy management, facilities engineering, electrical and lighting, landscape and turf care, heating, ventilation and air conditioning (HVAC) and mechanical, mission-critical and parking solutions across various sectors.
Recently, the company reported that its second-quarter fiscal 2026 revenues increased 8.4% year over year to a record $2.3 billion. It also gained a record $1.2 billion in first-half new sales bookings, highlighting continued success in expanding its customer base across key growth markets.
ABM’s multi-year, comprehensive strategic plan, ELEVATE, launched in 2021, has also significantly boosted its overall revenues by driving client value through transparent and efficient solutions, talent optimization, expanded data utilization and digital modernization. This initiative has enabled the company to generate revenues and net income with a compounded annual growth rate (CAGR) of 7% and 5%, respectively, from fiscal 2021 to fiscal 2025.
Strategic expansion into high-demand sectors like data centers through targeted acquisitions and investments has amplified ABM’s mission-critical offerings. The company continues to accelerate investment in energy infrastructure, battery storage, data centers and artificial intelligence infrastructure due to strong demand for data centers, battery energy storage systems and HVAC projects. ABM’s Manufacturing & Distribution segment growth was also driven by semiconductor industry investments and technology-sector contract wins. The recent WGNSTAR acquisition has enhanced ABM's capabilities within semiconductor fabrication environments and contributed meaningfully to financial results.
The company has demonstrated a strong commitment to its shareholders through consistent dividend payments and share repurchases. ABM paid dividends of $57.5 million, $56.5 million and $65.6 million while repurchasing shares worth $138.1 million, $56.1 million and $122.2 million in fiscal 2023, 2024 and 2025, respectively. This consistency underscores its dedication to creating long-term value for investors.
Key Risks to WatchABM Industries remains exposed to broad economic risks, with trade tariffs and changing government policies threatening to increase input expenses and delay key infrastructure projects. Shifts in spending allocations and trade uncertainties may reduce contract awards but elevate operational costs, dampening profit margins and growth potential.
Rising operating costs are squeezing profit margins and limiting short-term earnings growth. ABM’s total operating costs increased by 4.2% in fiscal 2023, 4.1% in fiscal 2024 and 4.7% in fiscal 2025. The company reported that its operating expenses rose 9.3% year over year during the second quarter of 2026.
ABM currently carries a Zacks Rank #3 (Hold).
Stocks to ConsiderA couple of better-ranked stocks in the broader Zacks Business Services sector are Veralto Corporation (VLTO - Free Report) and Corpay, Inc. (CPAY - Free Report) .
Veralto carries a Zacks Rank #2 (Buy) at present. It has a long-term earnings growth expectation of 8.4%. VLTO delivered a trailing four-quarter earnings surprise of 4.9%, on average. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Corpay also holds a Zacks Rank of 2 at present. It has a long-term earnings growth expectation of 14.3%. CPAY's earnings beat estimates in three of the last four reported quarters and matched once, with the surprise being 2%, on average.
AstraZeneca a Ionis Pharmaceuticals oznámily, že studie CARDIO-TTRansform u Wainua nesplnila primární cíl. Akcie Ionis v jeden den spadly o více než 9 %; AstraZeneca jen krátce klesla během intradenního obchodování.
When a late-stage clinical trial misses a primary endpoint, the market reaction rarely distributes evenly across the board. The fallout often reveals undeniable fundamental truths about single-asset exposure, pipeline diversification, and the competitive moats protecting established treatments. The July 9 announcement from AstraZeneca NYSE: AZN and Ionis Pharmaceuticals NASDAQ: IONS regarding the CARDIO-TTRansform Phase 3 trial provides a real-time masterclass in these market dynamics.
The investigational use of Wainua, also known as eplontersen, failed to achieve statistical significance on its primary composite endpoint of cardiovascular mortality and recurrent cardiovascular events at 140 weeks. The treatment targets transthyretin-mediated amyloid cardiomyopathy. This fatal disease causes misfolded proteins to build up in the heart muscle.
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The clinical failure removes an anticipated competitor from a highly lucrative market and triggers an immediate capital rotation across the broader biotech sector.
Unmasking the Trial: Stabilizers Block the PathTo truly understand why the market repriced these assets so aggressively, investors must look beneath the headline failure and evaluate the underlying subgroup data. The treatment landscape relies heavily on stabilizer medications like Vyndamax, manufactured by Pfizer NYSE: PFE. In the CARDIO-TTRansform trial, patients already taking these baseline stabilizers accounted for 57% of the study population at the start of the program, and that proportion rose to roughly 80% by the conclusion of the study.
Wainua failed to demonstrate an additive treatment effect in this specific stabilizer subgroup. The drug did not improve outcomes for patients who were already receiving standard-of-care treatments.
In the monotherapy subgroup, which includes patients not taking any stabilizers, Wainua demonstrated a hazard ratio of 0.71, translating to a 29% risk reduction. While that figure aligns closely with competitor benchmarks, it offers very little commercial utility. A pharmaceutical product cannot successfully capture meaningful market share if it only works for the rapidly shrinking fraction of patients who are completely naive to standard-of-care treatments.
This data exposes a fundamental disparity between antisense oligonucleotides like Wainua and RNA interference therapies developed by competitors. Alnylam Pharmaceuticals NASDAQ: ALNY previously validated its competing RNA interference therapy, Amvuttra, across both monotherapy and combination with a stabilizer subgroup in its HELIOS-B trial. By failing to show that essential additive benefit, Wainua is effectively locked out of the most lucrative and pre-treated segment of the total addressable market.
Asymmetric Damage: Single Asset SqueezeThe financial damage stemming from this clinical miss was distributed quite unevenly, highlighting the stark contrast between concentrated pipeline risk and structural business diversification.
Ionis Pharmaceuticals Today
IONS
Ionis Pharmaceuticals
$56.31 -1.94 (-3.33%)
As of 01:25 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$40.03▼
$86.74Price Target$96.05
Ionis Pharmaceuticals absorbed the brunt of the impact. Shares fell by more than 9% in a single day, pushing the stock down more than 26% since the start of the year and compressing its total market capitalization to $9.63 billion.
Ionis Pharmaceuticals faces acute vulnerability due to its reliance on expanding the addressable market for Wainua. The current regulatory approval for ATTR-polyneuropathy covers fewer than 50,000 patients globally.
The cardiomyopathy indication would have unlocked a total addressable market of 300,000 to 500,000 patients.
Without that expansion, Ionis Pharmaceuticals faces a difficult fundamental reality. The developer currently generates negative earnings, with an earnings-per-share loss of 56 cents. First-quarter 2026 revenue surged to $246 million, an 87% increase year-over-year, but rapid commercial infrastructure expansion kept profit margins compressed, resulting in a net loss of $93 million.
While the company's trailing return on equity remained deeply negative at -58.65%, its balance sheet risk softened substantially after Ionis eliminated $633 million in convertible debt using restricted escrow cash on April 1, 2026.
Astrazeneca Today
$168.76 -2.85 (-1.66%)
As of 01:25 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$137.23▼
$212.71Dividend Yield2.57%
P/E Ratio25.35
Price Target$211.00
AstraZeneca tells a completely different fundamental story. AstraZeneca's stock price fell briefly intraday before institutional buyers stepped in to support it. A $266.54 billion pharmaceutical sector giant does not live or die by a single indication expansion.
AstraZeneca generates $60.44 billion in annual sales, supported by blockbuster oncology franchises such as Tagrisso and Imfinzi. The company operates with a healthy 17.19% net margin, a robust 30.86% return on equity, and a conservative debt-to-equity ratio of 0.52.
Pre-trial models projected Wainua could reach peak sales of up to $6.5 billion with the ATTR-CM approval.
Analysts have since revised those estimates down to approximately $4 billion. Erasing a $2.5 billion premium certainly adjusts near-term valuation models, but it barely registers against AstraZeneca's stated $80 billion top-line revenue target for 2030. The institutional market accurately perceived the drop as a temporary mispricing rather than a structural downgrade.
The Vultures Circle: Rivals Catch the TailwindsMarkets dislike a vacuum. When Wainua was removed as an imminent competitive threat, capital immediately rotated into the rival drugmakers positioned to capture that unaddressed market share. The trial failure preserves the current duopoly and triopoly pricing power within the disease space.
BridgeBio NASDAQ: BBIO emerged as the most direct beneficiary, with shares up 16% to touch new 52-week highs following the initial announcement. BridgeBio is actively launching its newly approved therapy, Attruby.
Without Wainua entering the market to compress margins and force aggressive discounting, BridgeBio enjoys a heavily cleared commercial runway. BridgeBio recently secured a $1 billion Series A convertible preferred equity raise led by Sixth Street and KKR. This infusion provides a substantial capital buffer to execute an aggressive, unopposed commercial launch, funding sales force deployment without immediate dilution concerns.
Pfizer and Alnylam Pharmaceuticals also experienced immediate bid support. Pfizer maintains its multi-billion-dollar stronghold with Vyndamax, resting easy knowing that physicians will not have to weigh the transition of stable patients to a competing therapy. Alnylam Pharmaceuticals sustains its clinical momentum, as its RNA interference mechanism remains the only proven combination therapy that effectively stacks on top of existing stabilizers.
Discharging the Risk: Portfolio Lessons LearnedThe failure of the CARDIO-TTRansform trial fundamentally rewrites the competitive map for amyloidosis treatments. It draws a hard line between therapies that can improve the standard of care and those that merely match it in isolation.
For the entities involved, the data reinforces the protective power of a diversified revenue base. AstraZeneca easily absorbs the setback through its oncology and metabolic divisions, while Ionis Pharmaceuticals faces prolonged fundamental pressure as it navigates elevated debt levels and stalled growth drivers. Investors evaluating biotech allocations might consider prioritizing developers with validated combination therapies or deeply diversified pipelines to mitigate these specific clinical risks.
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The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.
MP Materials uzavřela s Dow dohody o rozšíření výroby magnetů, rafinace a výstavbě druhého závodu. Dow má garantovat alespoň 140 milionů USD EBITDA a odkoupit veškeré magnety z 10X Facility, pokud tyto objemy nebudou komerčně syndikovány se souhlasem DoD.
Key Takeaways MP Materials signed agreements to expand magnet production, refining and a second manufacturing facility.MP secured DoW support, including magnet purchases, EBITDA backing and NdPr price floor protection.MP has long-term supply deals with Apple and General Motors to support magnet production and sales. MP Materials (MP - Free Report) is steadily building an integrated domestic rare earth supply chain spanning mining, refining, metal production and magnet manufacturing. This strategy aligns closely with U.S. national priorities to localize production of critical materials used in electric vehicles, defense systems, robotics and advanced manufacturing.
A major step in this strategy came in July 2025, when MP Materials entered into definitive agreements with the United States Department of War (DoW) to accelerate the build-out of an end-to-end U.S. rare earth magnet supply chain. Under the agreement, the company will expand its Independence Facility, construct its second magnet manufacturing facility in Northlake, TX (known as the 10X Facility) and boost its heavy rare earth elements (HREE) refining capability at Mountain Pass.
Per the DoW Offtake Agreement, the department has guaranteed that the 10X Facility will generate at least $140 million of EBITDA and has committed to purchase all magnets produced at the facility, unless those volumes are commercially syndicated with DoD approval. MP Materials also entered into a price floor protection agreement with the DoW for the neodymium-praseodymium (NdPr) products produced at Mountain Pass that are sold or produced and stockpiled starting in the fourth quarter of 2025.
MP Materials estimates more than $1.25 billion for the 10X projects, supported by approximately $200 million of state and local incentive packages, as well as a 10-year magnet offtake agreement with the DoW. The 10X Facility is expected to begin commissioning in 2028. On completion, it will produce an estimated 7,000 metric tons (MTs) of magnets per year. Combined with Independence Facility’s 3,000 MTs per year of magnets, the company’s overall U.S. rare earth magnet annual production capacity will expand to an estimated 10,000 MTs.
The company is also securing long-term commercial customers alongside government support. MP Materials entered into a definitive, long-term supply agreement with Apple (AAPL - Free Report) in July 2025 for the development, manufacture and supply of magnets from its Independence Facility, as well as the development and installation of scaled recycling capabilities at Mountain Pass to produce the contained rare earths from post-industrial and post-consumer recycled rare earth feedstocks. In connection with the agreement and subject to achieving specified milestones, Apple agreed to make prepayments in the aggregate amount of $200 million for the purchase of magnets from the company.
In April 2022, MP Materials entered into a long-term agreement with General Motors (GM - Free Report) to supply magnets and precursor products manufactured at the Independence Facility. The Magnetics segment began generating revenues from the sales of magnetic precursor products to General Motors in the first quarter of 2025. As of March 31, 2026, the company had sold $87.9 million of magnetic precursor products to General Motors and expects to complete the remaining $62.1 million commitment within the next year. Following the fulfillment of this agreement, the company anticipates transitioning to sales of finished magnets to General Motors, which are expected to begin in 2026.
Energy Fuels (UUUU - Free Report) is pursuing a similar strategy to capitalize on the growing emphasis on domestic critical mineral supply chains. In addition to its uranium business, Energy Fuels has been expanding its rare earth operations. Energy Fuels recently secured a conditional commitment for up to $725 million in financing from the U.S. Office of Strategic Capital. The financing is intended to support the expansion of critical mineral processing capabilities at the company's White Mesa Mill in Utah and the development of a rare earth metals and alloys manufacturing facility in the United States. Energy Fuels has also announced the acquisition of VAC Group, which would significantly strengthen its downstream magnet manufacturing capabilities.
MP’s Price Performance, Valuation & EstimatesMP Materials’ shares have declined 24.6% over the past six months compared with the industry’s 0.5% dip.
Image Source: Zacks Investment Research
MP is trading at a forward 12-month price/sales multiple of 14.61X, a significant premium to the industry’s 1.59X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for MP Materials’ 2026 earnings is pegged at 22 cents per share, indicating an improvement from the loss of 24 cents in 2025. The estimate for 2027 is $1.04 per share, indicating a 372% year-over-year improvement.
Image Source: Zacks Investment Research
The revision activity for 2026 and 2027 estimates is shown in the chart below.
Image Source: Zacks Investment Research
The company currently carries a Zacks Rank #3 (Hold).
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Odvolací soud v USA obnovil více než 500 žalob proti Kenvue kvůli údajnému spojení Tylenolu s autismem a ADHD. Akcie Kenvue v odpoledním obchodování klesly o 1,8 %.
A person poses with Tylenol in this illustration picture taken in Schwenksville, Pennsylvania, U.S. September 24, 2025. REUTERS/Hannah Beier Purchase Licensing Rights, opens new tab
SummaryCompaniesDecision restores more than 500 lawsuitsPanel says doctors used methodologies other scientists also useKenvue defends Tylenol, sees no scientific link to autism and ADHDShares of Kenvue fallNEW YORK, July 13 (Reuters) - A federal appeals court on Monday revived more than 500 private lawsuits against Tylenol maker Kenvue (KVUE.N), opens new tab over the painkiller's alleged link to autism.
The 2nd U.S. Circuit Court of Appeals in Manhattan said a district court judge improperly excluded expert testimony from three doctors offered by parents and guardians who tied Tylenol use during pregnancy to autism and attention deficit hyperactivity disorder (ADHD) in children.
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There is no firm scientific evidence of such a link. The issue drew greater attention after President Donald Trump and top U.S. health officials in September suggested a link to autism.
In a 64-page decision for a three-judge panel, Circuit Judge Guido Calabresi said the testimony from the three doctors, including the dean of Harvard University's School of Public Health, reflected methodologies used by other scientists, and "constitute acceptable interpretations of scientific evidence where scientists may, and in fact do, disagree."
Calabresi stressed that the appeals court was not deciding whether using acetaminophen causes autism or ADHD, or whether elected officials should do more to protect public health.
Doctors and medical societies consider acetaminophen, the active ingredient in Tylenol, the preferred means to treat pain and fever during pregnancy.
Many retailers and pharmacy operators including CVS (CVS.N), opens new tab, Kroger (KR.N), opens new tab, Target (TGT.N), opens new tab, Walgreens and Walmart (WMT.O), opens new tab were also named as defendants.
KENVUE DEFENDS TYLENOL'S SAFETYIn a statement on Monday, Kenvue maintained that Tylenol is safe, and said the decision "does not change the fact that credible, independent science shows no proven link between taking acetaminophen and autism or attention deficit hyperactivity disorder."
Kenvue plans to again try to show in court that the opinions of the plaintiffs' experts are unreliable.
In afternoon trading, Kenvue shares traded down 1.8% at $19.13, while Kimberly-Clark shares fell 2.7% to $109.34.
Johnson & Johnson (JNJ.N), opens new tab, Kenvue's former parent, made Tylenol for more than 60 years and has also defended its safety.
Kenvue agreed last November to be acquired by Kleenex tissue maker Kimberly-Clark (KMB.O), opens new tab for more than $40 billion. The transaction is expected to close this year. Kimberly-Clark did not immediately respond to requests for comment.
HARVARD DEAN'S TESTIMONY ALLOWEDThe appeals court said the doctors whose testimony was wrongly excluded included Harvard public health dean Andrea Baccarelli; Eric Hollander, a psychiatry professor at the Albert Einstein College of Medicine, and Brandon Pearson, a toxicologist at Columbia University.
"We are pleased that the panel unanimously found that our key experts reliably applied their scientific methods and principles," Ashley Keller, a lawyer for the parents, said in an email.
Experts often play a key role in product liability lawsuits such as the Tylenol cases.
Kenvue is based in Summit, New Jersey, and was spun off in 2023 by Johnson & Johnson.
The private lawsuits were dismissed in December 2024 by U.S. District Judge Denise Cote in Manhattan, who criticized the methodology of the plaintiffs' expert witnesses.
Monday's decision returns the lawsuits to Cote for further proceedings.
Reporting by Jonathan Stempel in New York; Additional reporting by Diana Novak Jones in Chicago; Editing by Chizu Nomiyama, Nick Zieminski, Nia Williams and David Gregorio
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Alto Ingredients plánuje v pekinském dry millu zvýšit roční kapacitu o zhruba 5 milionů galonů, tedy asi o 8 %. Vyšší výroba má být plně spuštěna od čtvrtého čtvrtletí.
Key Takeaways Alto Ingredients plans to raise Pekin dry mill capacity by about 5 million gallons, or roughly 8%. ALTO expects higher output to improve asset utilization and expand Section 45Z tax credit eligibility. ALTO expects the higher production run rate to be fully realized beginning in the fourth quarter. Alto Ingredients, Inc. (ALTO - Free Report) is betting that a targeted operational upgrade can unlock meaningful production gains without the expense of building new capacity. In the first-quarter 2026 earnings call, management announced plans to debottleneck its Pekin dry mill during a scheduled June maintenance outage. The project is expected to increase the plant's annual production capacity by about 5 million gallons, or roughly 8%, with the higher run rate expected to be fully realized beginning in the fourth quarter.
The significance of the initiative extends beyond simply producing more gallons. By removing operational constraints at one of its most efficient facilities, Alto Ingredients aims to improve asset utilization and spread fixed costs over higher production volumes. That approach could enhance operating efficiency while requiring far less capital than constructing new production capacity.
The project could also provide an additional financial benefit. Higher output from the Pekin dry mill is expected to increase the number of gallons eligible for Section 45Z clean fuel tax credits, creating another source of incremental earnings alongside the added production. The debottlenecking project is part of Alto Ingredients’ near-term strategy to maximize the value of its existing assets while capturing greater benefits from the clean fuel incentive program.
The project is scheduled alongside a planned maintenance outage, helping limit additional disruption. If completed on time, it could improve capacity and operating efficiency through targeted upgrades to existing assets.
How ALTO's Capacity Expansion Strategy Compares With PeersGevo, Inc. (GEVO - Free Report) is also advancing a debottlenecking project at its Gevo North Dakota facility to boost low-carbon ethanol output. In the first quarter of 2026, Gevo completed the necessary equipment tie-ins during a planned shutdown, enabling the project to progress without disrupting planned production. Gevo continues to target an annual low-carbon ethanol production capacity of about 75 million gallons beginning next year.
Green Plains Inc. (GPRE - Free Report) is prioritizing incremental improvements across its ethanol network through efficiency and reliability projects. To improve plant performance and lower carbon intensity, Green Plains is investing in low-energy distillation upgrades, grain storage and yield-enhancement projects. Green Plains is focused on optimizing operations across its broader production footprint.
ALTO Stock Price Performance, Valuation & EstimatesShares of Alto Ingredients have surged 346.8% over the past year compared with the industry’s growth of 14.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, ALTO trades at a forward price-to-sales ratio of 0.43, lower than the industry’s average of 3.31.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Alto Ingredients’ 2026 and 2027 earnings per share implies a year-over-year rise of 671.4% and 53.7%, respectively.
Image Source: Zacks Investment Research
Alto Ingredients currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Petrobras dokončila převzetí Block 3 u São Tomé a Príncipe a stala se operátorem s 75% podílem. V oblasti chce vést seismické studie a další průzkum kvůli dlouhodobému růstu zásob.
Key Takeaways Petrobras completed the Block 3 deal and became the operator with a 75% participating interest.PBR will lead seismic studies, geological analysis and future exploration planning for Block 3.Petrobras sees Block 3 as part of its strategy to pursue long-term reserve growth internationally. Petrobras (PBR - Free Report) has officially completed the acquisition of the interest in operatorship of Block 3, an offshore exploration block located in the waters of São Tomé and Príncipe, Africa. The transaction marks another strategic milestone in the company's international exploration efforts, reinforcing its commitment to identifying high-potential oil and gas opportunities beyond Brazil.
With the acquisition finalized, Petrobras strengthens its role in one of West Africa's emerging exploration regions. The company will be able to evaluate new hydrocarbon prospects through its extensive offshore expertise. The development aligns with the company's broader objective of securing future energy resources and maintaining a balanced exploration portfolio.
Petrobras Takes Control of the Block 3 ConsortiumThe completion of the transaction results in a new consortium structure for Block 3. Brazil's largest oil and gas company has assumed the role of operator and now holds a 75% participating interest, giving it responsibility for managing all exploration activities and future operational decisions.
The remaining ownership is shared between Oranto, which holds a 15% stake, and the National Petroleum Agency of São Tomé and Príncipe, which retains the remaining 10% interest. This partnership combines Petrobras' technical capabilities with regional participation, creating a collaborative framework for advancing exploration in the offshore block.
As operator, Petrobras will oversee exploration planning, geological studies, seismic interpretation, environmental management and any future drilling programs undertaken within the concession area.
Why Block 3 Matters in West Africa's Energy LandscapeThe offshore basin surrounding São Tomé and Príncipe has attracted increasing attention from international energy companies over the past several years. Located within the Gulf of Guinea, the region shares geological characteristics with neighboring offshore provinces that have produced significant oil discoveries.
Although exploration activity remains at an earlier stage than in more established African producing regions, the basin offers considerable upside potential. Modern seismic technology and improved geological understanding continue to increase confidence in identifying commercially viable hydrocarbon systems across the area.
For Petrobras, entering Block 3 provides exposure to a frontier basin where successful exploration could unlock substantial long-term opportunities.
Leveraging Petrobras' Offshore Exploration ExpertisePetrobras has built a global reputation for developing complex offshore oil and gas projects, particularly in deepwater and ultra-deepwater environments. Decades of technological innovation have enabled the company to become one of the industry's leaders in offshore exploration and production.
Its experience includes advanced seismic imaging, reservoir evaluation, subsea engineering, floating production systems and high-efficiency drilling operations. These capabilities will play an important role in assessing the geological potential of Block 3.
The company's technical knowledge also supports efficient project planning by integrating geological interpretation with operational execution, helping reduce uncertainty during the exploration phase.
Supporting Reserve Growth Through International ExplorationMaintaining a healthy reserve base is essential for any integrated energy company seeking sustainable production over the coming decades. As producing fields mature, replacing reserves through new discoveries becomes increasingly important.
The Block 3 acquisition contributes to Petrobras' strategy of pursuing exploration opportunities capable of supporting future reserve additions. Rather than relying solely on existing producing assets, the company continues to evaluate frontier regions that offer meaningful long-term potential.
International projects complement Petrobras' domestic portfolio by providing access to diverse geological environments and expanding its inventory of exploration opportunities.
Expanding Petrobras' Global FootprintAlthough Brazil remains Petrobras' primary operating market, selective international expansion allows it to apply technical expertise in promising offshore regions around the world.
Africa continues to present attractive exploration opportunities due to its diverse geological basins and growing investment interest. By increasing its presence in São Tomé and Príncipe, Petrobras strengthens international portfolio while gaining access to an area with significant exploration potential.
This measured expansion strategy enables the company to diversify its asset base without compromising the disciplined investment philosophy.
What Comes Next for Block 3With the acquisition complete, Petrobras is expected to begin detailed technical evaluations of Block 3. The next phases will likely include seismic data interpretation, geological modeling, prospect identification and exploration planning aimed at determining the block's commercial potential.
If exploration results prove encouraging, future activities could progress toward exploratory drilling and resource appraisal. Each stage will be supported by technical analysis designed to improve understanding of the basin and identify prospects with the highest probability of success.
The timeline for these activities will depend on regulatory approvals, operational planning and exploration findings.
Petrobras Reinforces Its Long-Term Growth StrategyThe completion of the Block 3 acquisition represents more than an ownership transaction — this reflects Petrobras' continued commitment to expanding its exploration opportunities through carefully selected international investments. By becoming the operator with a 75% interest, the company gains greater control over exploration activities in one of Africa's promising offshore regions while leveraging decades of offshore expertise.
As Petrobras advances technical studies and exploration planning, Block 3 has the potential to become an important component of the company's future reserve growth strategy. Combined with its strong operational capabilities, disciplined investment approach and collaborative partnerships, this acquisition further strengthens Petrobras' position as a leading global offshore energy company focused on sustainable long-term development.
PBR's Zacks Rank & Key PicksCurrently, PBR has a Zacks Rank #5 (Strong Sell).
Investors interested in the energy sector might consider some better-ranked stocks, such as Par Pacific (PARR - Free Report) , Paramount Resources (PRMRF - Free Report) , both sporting a Zacks Rank #1 (Strong Buy), and Cenovus Energy (CVE - Free Report) , carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Par Pacific is valued at 3.3 billion. It is an energy company that owns and operates refining, logistics and retail assets. Par Pacific operates across Hawaii, the Pacific Northwest and the Rocky Mountain region.
Paramount Resources is valued at $2.9 billion. It is a Canadian energy producer focused on the exploration, development and production of natural gas, crude oil and natural gas liquids. Paramount Resources operates in Western Canada.
Cenovus Energy is valued at $49.12 billion. It is an integrated Canadian energy company engaged in oil sands production, conventional oil and natural gas development, refining and downstream operations. Cenovus Energy operates across North America.
FuboTV (NYSE: FUBO) shares climbed about 11% after the company appointed former Disney+ president Alisa Bowen as its new chief executive officer, replacing co-founder David Gandler.
The company announced that Bowen assumed the role on July 10, bringing nearly three decades of experience across media, digital products and operations.
She spent almost 10 years at The Walt Disney Company, where she most recently served as president of Disney+ and helped lead the expansion of Disney’s streaming businesses, including Disney+, Hulu and ESPN+.
Before joining Disney, Bowen held leadership roles at News Corporation, Dow Jones and Thomson Reuters.
Fubo chairman Andy Bird said that Bowen’s appointment comes at a key point for the company following its combination with Hulu + Live TV last year. He highlighted her experience building streaming platforms and driving subscriber growth and profitability.
“Alisa is a proven operator who brings nearly 30 years of product, digital and operational experience, including leadership across Disney+, Hulu and ESPN+,” Bird said.
“She has an established track record of driving global subscriber growth and profitability, and we look forward to benefiting from her experience and expertise as Fubo enters its next chapter.”
Bowen said that she intends to focus on expanding Fubo’s strategy across sports, news and entertainment while accelerating growth and profitability.
Gandler, who co-founded Fubo and led the company for 11 years, resigned from the board and will not stand for re-election at the company’s annual meeting on July 28.
The leadership transition follows Fubo’s integration with Hulu + Live TV, a move that expanded the company’s streaming offering and strengthened its relationship with Disney’s content ecosystem.
Planet Labs pokračuje v prudkém poklesu a akcie jsou na nejnižší úrovni od 19. března. Firma přitom v prvním čtvrtletí zvýšila tržby o 42 % na 94,2 milionu USD.
Planet Labs stock continued its strong downward trend last week, reaching its lowest level since March 19. PL has dropped by 50% from its highest point this year, with the market capitalization falling from over $18.40 billion in May to the current $9.28 billion, and technicals suggest that it has more downside to go.
The ongoing PL stock retreat has coincided with that of other companies in the space industry. SpaceX stock has plunged to a record low, while Rocket Lab fell by 47% from its highest point this year. The Procure Space ETF (UFO) dropped from the year-to-date high of $68.3 to $46.
PL stock has plunged in the past few weeks, even after the company published strong financial results. Its recent results showed that its revenue and backlog continued rising in the last quarter.
Planet Labs revenue jumped by 42% in the first quarter to $94.2 million, with the percentage of recurring annual contract value (ACV) soaring to 99%.
The company’s gross margin softened a bit to 54%, with its net loss soaring to $138.9 million from the $12.6 million it lost a year earlier. This loss jumped because of a $106 million revaluation loss from a change in fair value of warrant liabilities related to stock appreciation.
Planet Labs expects the company’s growth will continue in the foreseeable future, helped by the rising demand from government agencies and corporations. The average estimate among analysts is that its revenue jumped by 42% in the second quarter to $104 million, followed by 40% in the second quarter.
Planet Labs annual revenue is expected to continue rising by over 40% to $436 million, followed by $570 million next year. This growth will likely be because of the Pelican-11 satellite, which is designed to validate new technologies and capabilities in a bid to boost the quality of images.
Most notably, analysts expect the company will become profitable in the coming years. The average estimate is that the company will breakeven in terms of EPS as soon as next year.
Planet Labs stock has dropped because of the rising fears of dilution after the company entered an equity distribution plan to sell up to $1.5 billion of its Class A common stock from time to time. This likely explains why the company has a short interest of 12.4%.
Planet Labs stock chart | Source: TradingView
The daily chart shows that the Planet Labs stock has been in a freefall in the past few weeks, moving from a high of $51.60 in May to the current $26.
It is attempting to drop below the key support level of $26.25, a move that will invalidate the forming of the double-bottom pattern.
It is attempting to move below the 50-day and 100-day Exponential Moving Averages (EMA), which are about to cross each other, forming a mini death cross.
The stock will likely continue falling, potentially to the key support level at $20, down by 23% from the current level. It will likely bounce back later this year as investors rotate back to space companies.
READ MORE: Wedbush makes a strong case for buying the dip in Planet Labs stock
Berger Montague podala na Futu Holdings hromadnou žalobu kvůli údajným regulatorním sankcím. Akcie po zveřejnění klesly o 27,5 % a poté o dalších 4,8 %.
, /PRNewswire/ -- National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Futu Holdings Limited (NASDAQ: FUTU) ("Futu" or the "Company") on behalf of investors who purchased or acquired Futu securities during the period from May 24, 2023 through May 27, 2026 (the "Class Period").
Investor Deadline: Investors who purchased or acquired Futu securities during the Class Period may, no later than August 25, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.
Futu, headquartered in Hong Kong, is an online brokerage company that provides securities trading, investment, and wealth management services to retail investors.
On May 22, 2026, Reuters reported that the China Securities Regulatory Commission ("CSRC") and seven other government agencies had launched a crackdown targeting brokers allegedly operating without approval. Futu subsequently disclosed that it had received a Notification Letter from the CSRC proposing approximately RMB1.85 billion (approximately US$271 million) in confiscation of alleged illegal gains and fines, as well as a proposed personal fine against the Company's founder and CEO, Li Hua.
Following these disclosures, Futu's stock price fell $34.10 per share, or 27.5%.
Then, on May 28, 2026, Futu disclosed quarterly financial results reflecting the proposed regulatory penalties in its reported earnings, including approximately RMB470 million in confiscation of alleged illegal gains and approximately RMB1.38 billion in fines recorded as "Others, net."
Following this disclosure, the Company's stock price declined an additional $5.31 per share, or 4.8%.
If you are a Futu investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.
About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.
For more information or to discuss your rights, please contact:
Andrew Abramowitz
Berger Montague
(215) 875-3015
[email protected]
FAA opět povolila SpaceX létat se Starship poté, co firma určila pravděpodobnou příčinu květnového selhání stupně Super Heavy. Další test může přijít už ve čtvrtek a ponese první satelity Starlink třetí generace.
The Federal Aviation Administration (FAA) has cleared SpaceX to fly Starship prototypes again, after the company identified the probable cause of the failure of the rocket system’s booster stage during a flight in May.
SpaceX said over the weekend that the next flight of Starship could happen as soon as this Thursday, July 16. It would be the second-ever launch of the third version, or V3, of Starship. SpaceX also said that this Starship will carry the first third-generation Starlink satellites to space. Previously, Starship had only carried dummy versions of the larger, more powerful internet satellites.
This is SpaceX’s second test flight of its Starship system, and its first as a public company, testing the market’s appetite for the company’s “fly, fail, fix” approach to rocket development that often ends in fireballs — or, as CEO Elon Musk calls the explosions: “rapid unscheduled disassembly.” SpaceX completed its IPO and publicly listed on the Nasdaq Stock Exchange on June 12, making it one of the 10 most valuable companies in the world and raising nearly $86 billion, a record.
SpaceX’s first test launch of the V3 Starship on May 22 was largely successful. The company’s Super Heavy booster lifted the 407-foot rocket into space before the upper stage section separated and deployed 20 satellite simulators along with two modified Starlinks that recorded footage of the Starship exterior.
The new third-generation booster was supposed to return to Earth and perform a simulated landing in the Gulf of Mexico. But its engines didn’t properly re-ignite, and it instead plummeted into the water below.
The problem happened at that moment of booster separation, according to SpaceX and the FAA. SpaceX said in a post published over the weekend that “slight differences in engine startup on the ship” caused the Booster to turn 90 degrees in the wrong direction. SpaceX said it has modified this engine startup sequence to allow the booster to “more reliably flip in the desired direction” and that the booster has been modified to “improve re-light reliability.”
The FAA said in a statement Monday that the most probable root causes of the Super Heavy booster failure were “heat effects on propulsion system components during the [rocket’s] ascent and erroneous engine alarm system settings.” SpaceX said in its post that it has made changes to Starship’s engine alarm and abort systems that should reduce the chance of a similar failure in the future.
While the first upper stage of Starship V3 was able to successfully deploy its test payload in May and simulate a landing in the Gulf — a milestone SpaceX had struggled to reach before — it also did so while losing one of the three Raptor engines that are meant to be used in the vacuum of space. SpaceX said over the weekend that it has made “[s]everal hardware and operational modifications” to prevent this from happening again.
This next Starship test flight will see the company launch the first of its V3 Starlink satellites to space, which are supposed to increase the satellite network’s capacity and user speeds. SpaceX is planning to deploy 20 of these new satellites during the launch. They are designed to connect with the larger Starlink constellation “via high-capacity lasers” and then burn up in the atmosphere roughly 20 minutes after they are deployed, according to SpaceX. Six of them will be equipped with cameras to photograph the exterior of Starship.
The V3 versions of both Starship and Starlink are crucial to SpaceX’s future. Starlink was the only profitable part of SpaceX’s business in the run-up to its IPO, and SpaceX needs Starship to become a fully reusable rocket system to even attempt its galaxy-brained plans for space-based data centers and interplanetary travel.
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Sean O’Kane is a reporter who has spent a decade covering the rapidly-evolving business and technology of the transportation industry, including Tesla and the many startups chasing Elon Musk. Most recently, he was a reporter at Bloomberg News where he helped break stories about some of the most notorious EV SPAC flops. He previously worked at The Verge, where he also covered consumer technology, hosted many short- and long-form videos, performed product and editorial photography, and once nearly passed out in a Red Bull Air Race plane.
You can contact or verify outreach from Sean by emailing [email protected] or via encrypted message at okane.01 on Signal.
Meta tlačí inzerenty do nástrojů s AI, ale kampaně pak často generují nesmyslné obrázky a úpravy produktů. Inzerenti říkají, že musejí každou kampaň ručně kontrolovat, aby se AI omylem nezapnula.
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Meta is pushing advertisers to use its AI tools — and results are proving chaotic: strangely twisted limbs, gibberish writing, or entirely changed products.
Meta's response to brands: That's on you, not us.
The tech giant has inserted a slew of AI features into its ad products in recent months. Working as designed, they can help make tweaks to ads that improve their likelihood of being clicked. But advertisers say the tools are clunky and generate misrepresentations and absurdities.
Business Insider spoke with eight advertisers and agency execs who said dealing with Meta AI problems had become routine.
Jessica Gleim, an ads consultant who works with female-founded brands, told Business Insider she regularly sees odd outcomes in Meta's AI creative recommendations for ads she's working on.
For one of her clients, a pajama brand, Meta recommended new assets that altered the actual product. The brand was promoting a pajama dress, and Meta suggested a new image with a shirt and pants. For another client, a networking group for women in Montana, Meta had a new vision for those ads: adding men.
Meta AI's suggested changes to a women's group ad included adding a man. BI "It's not usable to help my clients grow their business," Gleim said.
While some of Meta's AI ad features are turned off by default, advertisers say they have been prone to bugs that accidentally turn them on. Karissa Tuccio, executive director of social and influencer at Mediassociates, said a bug that toggled AI settings on had regularly affected most of the 15 clients for whom she handles Meta advertising. She said she had flagged the bug to her Meta rep as recently as Thursday.
Meta's AI completely changed the product in this suggested ad tweak that Gleim encountered. BI Outdoor retailer REI drew consumer backlash last month for running an Instagram ad depicting a nonsensical bike with two handlebars. REI said Meta had "auto-enrolled" it in an AI feature that spat out an "inaccurate" and "inappropriate" image.
A Meta spokesperson said that the company's terms of service state that "AI can make mistakes and that it is the advertiser's responsibility to review the AI outputs."
Advertisers' chief complaint about Meta's AI ad tools is simple: They feel they have to double-check all the AI features for each campaign to make sure nothing is inadvertently switched on or has gone haywire. With some advertisers and agencies running hundreds or thousands of ads at any given time, the extra steps required to wrangle the AI tools create more work.
REI's AI ad accident drew a big online backlash from customers. BI "We somehow accepted that as a new standard operating procedure," said Rok Hladnik, CEO of the marketing agency Flat Circle, which manages around $200 million in annual Meta ad spending for numerous direct-to-consumer brands.
Brands and advertisers say that while AI failures can be an amusing talking point on the internet, they can pose real problems for a brand.
"When the AI starts generating weird creative or making unapproved changes, it can quietly damage brand perception — especially for anyone who cares about consistency," said Robert Webster, CEO of TAU Marketing, which manages around $500 million in annual ad spending across various platforms.
A Valentine's Day surpriseAround Valentine's Day, photographer and marketer Abigail Hogue was uploading an ad campaign to Meta. She works with a small business, Quite Literally Books, and had shot the creative assets for the holiday campaign with chocolates, macarons, candles, and books. Hogue was proud of the work she'd done.
"About 12 hours later, when everything was approved and started to run, I started getting some messages from friends and people that I knew and screenshots of some of these ads that were running, cheekily accusing me of AI slop," Hogue said.
The text on the products in the images was "garbled," and the "actual products look like knockoff iterations of themselves," she said.
Abigail Hogue was horrified at how Meta's AI altered her ad. Quite Literally Books; BI When Hogue saw the AI ad, she went into a panic and edited the campaign in Meta's Ads Manager, turned off all AI creative enhancements, and then republished the ads.
She then spent hours in a back-and-forth with Meta customer service. Representatives told her it was a "sporadic" and "one-off occurrence," and also said it was a "glitch," according to screenshots of their exchange viewed by Business Insider. She requested a refund, and Meta acknowledged her request. Quite Literally Books said it hadn't received a refund as of Friday afternoon.
Other advertisers have told Business Insider about their strange Meta AI ads, ranging from an unrealistic granny in loungewear to a model whose leg appeared to be completely bent the wrong way.
Luke Jonas, chief growth officer of the marketing agency Nest Commerce, emphasized the importance of keeping a human in the loop when testing AI-generated ads.
"A machine optimizing for 6 million advertisers will occasionally give you two handlebars," Jonas said, referencing the REI ad.
While two advertisers said Meta appeared to have fixed a bug that was toggling AI settings on for their clients, Mediassociates' Tuccio said a similar issue persisted for her as of last week.
Tuccio said a Meta rep told her last week that Meta had developed a quality-control dashboard for big advertisers to ensure their ads don't go live with unwanted AI enhancements.
"She mentioned, 'If you guys have a big launch coming up, you can send me all the ad IDs, and we have an internal dash that will check to make sure all of the enhancements have been fully turned off,'" Tuccio said. "So that leads me to believe it has not been resolved."
'Meta's still the best platform'Starting last month, Meta began automatically applying an "AI info label" to ads when they use its AI tools — or third-party tools like Midjourney or Dall-E — to create or significantly edit their ads. To see it, users must click the three dots above an ad, select "about this ad," and then tap on "AI info." Google added labels last week to indicate whether ads were created or edited using AI.
Meta is also improving its AI image generation models. Last week, it began rolling out Muse Image, a model developed by its Superintelligence Labs, which can help advertisers develop their creative assets. (Following backlash, Meta on Friday removed a feature in Muse Image that let users generate AI images from other people's public Instagram posts, saying it "missed the mark.")
Still, advertisers say Meta's basic design encourages relinquishing control to the system, which can lead to disastrous results.
"The defaults are aggressive, the toggles are easy to miss, and the system is clearly designed to reduce friction so more money flows through the platform with less manual intervention," TAU's Webster said.
Meta says "millions of advertisers are finding value and improved performance using our Advantage+ creative tools to support ad creation." The Meta spokesperson added that the company's AI image generation tool, which creates variations based on a seed image provided by the advertiser, is turned off by default.
Meta isn't alone in automatically modifying advertisers' creative. Google's Performance Max and AI Max products also use AI to scrape ad copy from brand websites and automatically crop or shorten videos for placements such as YouTube Shorts. Some of these AI automation features are enabled by default, though Google has largely avoided the kind of high-profile issues Meta has seen.
Danny Weisman, cofounder of Obsessed Media, said the main complaint he's heard about Google from brands is that ads made with its AI tools could turn out looking "ugly."
"It's not like someone's hand is missing," he said.
Meta's ad business, which pulled in around $196 billion in revenue last year, remains essential to most brands' customer acquisition strategies. Its reach of 3.5 billion daily active users and highly sophisticated ad targeting platform make it difficult to quit, even if problems arise.
"That means it can make unpopular decisions that boost its own profits with near impunity, because most advertisers cannot realistically walk away," TAU's Webster said.
Then there's the simple truth: Meta ads generally get results.
"Meta's still the best platform," Gleim said. "It has the most robust options. It has the most data."
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Lucia Moses covers the media and entertainment business, with a focus on creators. She's broken stories about MrBeast's business ambitions, Google's movie initiative, and Netflix's push into podcasts.Her reporting has won the Los Angeles Press Club's National Entertainment Journalism Awards.She previously worked at Digiday and Adweek and graduated from Cornell University.Reach her at [email protected], X at @lmoses, LinkedIn, or via phone/text/Signal at (917) 209-8549.Popular articles
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Meta po několika dnech stáhla novou funkci AI obrázků na Instagramu, která se automaticky zapínala u veřejných účtů, po silné kritice kvůli soukromí. Společnost uvedla, že už není dostupná.
Meta yanked its new Instagram AI image feature – which automatically opted in photos from all public accounts – just a few days after launch following heated backlash over privacy concerns.
“Our intent was to provide a useful creative tool and to give people control over whether their public content could be referenced in this way,” Meta said in a statement Friday.
“We’ve heard the feedback that this feature missed the mark, so it’s no longer available.”
Meta yanked its new Instagram AI image feature just a few days after launch following heated backlash. ZUMAPRESS.com The Instagram, Facebook and WhatsApp owner last Tuesday launched Muse Image, its first AI image generator meant to compete with OpenAI’s ChatGPT Images 2.0 and Google’s Nano Banana 2.
Meta’s Superintelligence Labs folded the new bot into Instagram and automatically enrolled all public accounts, meaning anyone on the internet could simply tag your username in an AI prompt and generate an image using your likeness.
Instagram accounts would not be notified about content created using the AI image tool, so your photos and videos could be transformed by other users without your knowledge – unless you manually turned off the feature in settings.
“This is diabolical,” one user wrote in a post on X, complaining that they were unable to turn off the feature. “It keeps automatically toggling it back on. I can’t turn it off unless I go private.”
Another user complained: “Basically now anyone can clone your voice, face easily on Insta. And even if you figure this privacy setting out and switch it off, some are reporting it turns on by itself. So I have a simple recommendation as always. Stop using Meta’s products.”
Many online blasted Meta for automatically enrolling public accounts, with one writing, “Classic Instagram making us do homework just to keep our privacy,” while another wrote, “If a feature requires harvesting my identity, it should never start as a ‘yes.’”
Others argued that Meta had likely automatically enrolled accounts because the public remains skeptical of artificial intelligence.
Meta CEO Mark Zuckerberg arrives for a trial over whether social media apps are deliberately addictive for children in Los Angeles on Feb. 18. AP Photo/Ryan Sun “AI features like this in Meta and Google services are opt in by default because they get to show their reports as NUMBER GO UP, after pouring billions into AI that NO ONE WANTS!” one infuriated user wrote.
“Damn theyre [sic] trying real hard to force their slop down eveyrone’s [sic] throat,” another jibed.
Yet another asked: “How is there not 1 [sic] sensible human on that leadership team to say, ‘Oh wait, our customers hate this slop. Maybe we shouldn’t force it on them?’”
People also shared difficulties turning off the feature through the web browser version of Instagram, saying they needed to download the app to opt-out of the tool.
Emmy-winning actor and “Hacks” star Hannah Einbinder slammed the feature in a post on Instagram, as did SAG-AFTRA, the union representing Hollywood actors and workers.
After Meta scrapped the feature, a spokesperson for the union said: “With the dangers of nonconsensual digital replicas well known to all, a feature that encouraged that behavior is unwise. We appreciate its discontinuance. It is the responsible thing to do.”
It’s not the first AI image generator to face backlash, after Elon Musk’s Grok launched a similar tool earlier this year.
His AI company is currently facing a class-action lawsuit and an EU privacy investigation after Grok allowed users to “nudify” images of real women and children on social-media platform X.
Apple reportedly privately threatened to remove Grok from its App Store in January over the deepfake controversy.
