Track market-moving stories before they get noisy

A tiny photonics company just landed a massive purchase order from a hyperscaler supplier, and its balance sheet suddenly gives it years to prove whether that deal is the beginning of something enormous or just another false start.

POET Technologies (NASDAQ:POET) is a small-cap photonics designer building optical engines for 400G, 800G, and 1.6T data center interconnects, the plumbing hyperscalers need to move AI traffic without melting their power budgets. With a fresh $50 million purchase order from Lumilens in hand, our proprietary model sees room for a sharp re-rating.

Our 24/7 Wall St. price target for POET is $17.74 over the next 12 months, implying 136.59% upside. The recommendation is buy at medium confidence.

24/7 Wall St. Price Target Summary Metric Value Current Price $7.50 24/7 Wall St. Price Target $17.74 Upside 136.59% Recommendation BUY Confidence Level 50% A Wild Ride From $22 to $7 in One Summer POET is down 9.09% in the past week but up 17.74% over the past month and 32.74% year over year. Shares traded near $22.89 when POET filed its Q1 report in May, then collapsed to a 52-week low of $3.87 low before rebuilding to today’s level (52-week high: $20.81).

The Q2 FY26 report on August 13 was the reset. Revenue of $569,925 grew 112.29% year over year but missed consensus by 17.58%. GAAP EPS came in at -$0.07, in line with estimates.

POET closed the quarter with roughly $796 million in cash and short-term investments after a $400 million May raise at $21 per unit, giving management years of runway to ramp its Malaysia 800G production line by Q3 2027.

Why Bulls See a Path Back to $20 The bull case rests on optical engine scale. POET expects to ship 30,000+ optical engines in 2026, and the Lumilens supply agreement carries potential of $500 million+ over five years after an initial $50 million purchase order. Partnerships with LITEON, Lessengers (a 1.6T module co-developer), and NationGate for Malaysian manufacturing provide commercial anchors.

The AI cluster Ethernet optics market is tracking toward roughly $26 billion in 2026, up 60% year over year, and the in-package optical I/O market is projected to grow at a 41.5% CAGR through 2032.

POET is one slice of the buildout beyond the chipmakers (we broke down seven more suppliers powering, cooling, and connecting AI data centers in a free report here). If POET converts even a modest sliver of that pipeline, the bull scenario of $20.32 looks conservative.

Risks Worth Watching POET carries a $321 million accumulated deficit, 78.7 million warrants outstanding, and a derivative warrant liability that produced a $30.69 million non-cash swing in Q4 25. Earnings misses have been the norm: four of the last five reports were misses with zero beats, and the Q1 26 report drove a -22.36% single-day drop.

Bulls counter that derivative charges are non-cash accounting noise and Q2 26 revenue growth of 112% signals real commercial traction, but execution risk on the $26 million optical engine buildout through 2027 is real. A bear scenario near $12.04 assumes further customer delays.

How POET Compares to Lumentum and Applied Optoelectronics Lumentum (NASDAQ:LITE | LITE Price Prediction) is the scaled incumbent, with a $80.28 billion market cap and Q4 FY26 revenue of $1.006 billion, up 109.3% year over year. POET at a ~$1.3 billion market cap is a bet on the same tailwind an order of magnitude earlier.

Applied Optoelectronics (NASDAQ:AAOI) is the closer analog: a mid-cap transceiver specialist at $9.02 billion in market value with Q2 26 revenue of $191.92 million, up 86.4%, and Q3 guidance of $255 million to $290 million. AAOI proves that a hyperscale-qualified 800G supplier can command a premium multiple, making the 24/7 Wall St. price target on POET reasonable rather than aggressive, provided the Malaysia ramp lands on time.

POET Verdict: Balancing Runway Against Execution Risk My verdict is buy with 50% confidence and a 24/7 Wall St. price target of $17.74. The tipping factor is the balance sheet: $796 million of liquidity buys POET the runway to execute.

The setup improves if the Lumilens purchase order expands and the Malaysia line stays on schedule. The thesis weakens if Q3 revenue misses again and warrant dilution accelerates. For risk-tolerant investors, the risk/reward profile skews favorably on the data available today.

Year 24/7 Wall St. Price Target 2026 $10.04 2027 $17.74 2028 $32.87 2029 $49.69 2030 $66.95 These projections assume POET executes on Malaysia ramp and Lumilens delivers on its $500 million potential. Significant upside or downside could result from hyperscaler qualification wins or further equity dilution.

Contact [email protected] for any questions or corrections.

OpenAI has been quietly buying Apple hardware by the tens of thousands, and it has nothing to do with iPhones or consumer gadgets. The reason reveals a surprising gap in how AI labs are building the infrastructure behind their most…

AI infrastructure is expanding beyond the giant GPU clusters that have defined the boom. The next phase of artificial intelligence is increasingly about agents that can use computers, write and test code, navigate software, manage files, and complete tasks with limited human intervention. That changes the hardware equation. Training these agents can require thousands of independent machines rather than one enormous interconnected supercomputer. Suddenly, consumer desktops can look a lot more like infrastructure.

That shift has created an unexpected beneficiary: Apple (NASDAQ:AAPL | AAPL Price Prediction). According to The Information, OpenAI has reportedly purchased tens of thousands of Mac minis and Mac Studios in recent months for reinforcement learning and training computer-use agents. Apple did not build its Macs to become AI infrastructure, but its silicon may have found an unexpectedly good role.

AI Agents Need A Different Kind Of Compute Training a frontier model such as GPT requires enormous clusters of interconnected GPUs, where Nvidia (NASDAQ:NVDA) remains the dominant supplier. Agentic AI, however, has a different requirement. An agent can be placed inside a virtual or physical desktop, told to complete a task, scored on the result, and then trained to do better. Running thousands of those sessions simultaneously favors breadth over raw horsepower.

That’s where Apple silicon’s unified-memory architecture becomes useful. A Mac can keep the CPU, GPU, and memory working from the same pool rather than relying on a discrete graphics card and separate system memory.

OpenAI isn’t alone. Anthropic has reportedly rented Apple silicon capacity through Amazon’s (NASDAQ:AMZN) AWS for similar workloads. The message for investors is bigger than a few bulk orders: AI labs are looking for compute wherever the economics make sense.

AI labs are quietly hoarding Mac silicon to power the next phase of autonomous agents, sparking an accidental $10 billion revenue surge for Apple. Apple’s Accidental AI Sales Boost The timing is particularly interesting because Apple’s Mac business is already growing rapidly.

Apple generated roughly $10.4 billion in Mac revenue in its fiscal third quarter, an increase of about 29% from the prior year. Apple doesn’t disclose how much of that came from Mac minis and Studios, so it would be premature to attribute the growth directly to AI labs. But shortages of higher-memory configurations and reports of large institutional purchases suggest the AI market is adding another source of demand.

Apple hasn’t commented on the report, but there is apparently enough demand from AI labs that it adjusted its traditional fall Mac release cycle to accommodate it. Just last week, Apple refreshed the Mac mini with its M6 chip and the Mac Studio with M5 Max and M5 Ultra processors. The company is also positioning the machines more explicitly for AI, including local large language model workloads and clustered systems connected through Thunderbolt 5.

That’s an important strategic development. Apple doesn’t need to build a $100 billion AI data center to participate in AI infrastructure spending. It can just sell the silicon.

The Opportunity Comes With A Catch Granted, this isn’t a new Nvidia. Apple’s opportunity exists because agentic workloads can be divided across thousands of relatively independent machines. That makes Macs useful complements to GPU clusters, not substitutes for them. Nvidia’s economics remain far more attractive for massive model pretraining and other workloads that demand concentrated GPU horsepower.

There is also a practical problem. Apple apparently wasn’t prepared for enterprise customers to buy Macs by the thousands and treat them as compute nodes. Reports indicate the company lacks a dedicated enterprise AI organization and has historically focused its Mac business on consumers and creative professionals.

Memory shortages make that problem harder. AI data centers are already consuming enormous quantities of high-bandwidth memory and other components, putting pressure on the broader supply chain.

Ironically, the shortage that helped create this opportunity could limit it.

Key Takeaway In short, investors shouldn’t mistake OpenAI’s reported Mac purchases for a threat to Nvidia’s data-center dominance. The more interesting takeaway is that Apple has stumbled into a new AI market without having to reinvent the Mac.

Mac revenue is already growing at roughly 29% annually, and tens of thousands of additional machines potentially going to AI labs would add another demand stream. More importantly, Apple silicon is proving useful for a workload that didn’t exist at meaningful scale when Apple designed today’s Mac strategy.

That doesn’t make Apple an AI infrastructure pure play; rather, it makes the Mac more valuable.

For shareholders, that’s the real opportunity: Apple may not have planned to build an AI empire, but its silicon is increasingly becoming part of the infrastructure needed to run one.

Contact [email protected] for any questions or corrections.

AWS just posted its fifth straight quarter of accelerating growth while Amazon's advertising and AI businesses quietly crossed thresholds that Wall Street has not fully priced in yet. Here is what the numbers actually signal about where shares go next.

Amazon (NASDAQ:AMZN | AMZN Price Prediction) delivered one of its cleanest quarters in years, with AWS accelerating for the fifth straight quarter and advertising growing at 26% pace. The market has yet to fully price in this acceleration. Our Amazon 24/7 Wall St. price target signals meaningful upside.

24/7 Wall St. Price Target Summary Metric Value Current Price $256.33 24/7 Wall St. Price Target $340.96 Upside 33.1% Recommendation BUY Confidence Level 90% Our 24/7 Wall St. price target for Amazon is $340.96 over the next 12 months, implying 33.1% upside from today’s $256.33. The recommendation is buy with high confidence. AWS growth reaccelerated to 37%, advertising compounds at a $19.8 billion quarterly clip, and the AI and chips businesses each cleared a $25 billion annualized run rate.

Why AWS Just Changed the Conversation Amazon is up 12.49% over the past month and 12.76% year to date, though shares pulled back 2.09% in the last week. The stock sits below its 52-week high of $287.20, leaving room to run.

Q2 revenue hit $200.61 billion, up 19.62%, with operating income of $27.46 billion jumping 43.24%. AWS backlog swelled to $496 billion, and this week’s announcement that Amazon and NVIDIA (NASDAQ:NVDA) will deliver 2 million additional GPUs for agentic AI underscores the capacity race (all that silicon has to be powered, cooled, and networked by someone, which is the whole premise of our free AI infrastructure report).

Bull Case: $390 and Beyond The bull case hits $390.96, or 52.61% upside. AWS growth stays above 35%, Trainium and Graviton continue capturing custom-silicon share, and Q3 operating income lands near the top of the $22.5 billion to $26.5 billion guide.

Wall Street backs this: 16 analysts rate the stock Strong Buy and 43 rate it Buy, with a consensus target of $327. Advertising at 26% growth is a high-margin flywheel, and Amazon Business runs at a $60 billion annualized clip.

What Could Go Wrong The bear case sits at $291.59, still 13.83% above today. Q2 capex reached $54.21 billion, up 68.44%, and TTM free cash flow turned negative at -$7.6 billion. Long-term debt has risen to fund the buildout.

Andy Jassy noted servers break even within three years and that AWS will “very possibly be a trillion dollar annual revenue business” over time. An 80 basis point FX headwind in Q3 and memory-chip supply volatility remain shorter-term risks.

How Amazon Compares to Microsoft and Alphabet Microsoft (NASDAQ:MSFT) is the sharpest AWS comp because Azure directly competes for enterprise AI workloads. Azure grew 43% in fiscal Q4 26 with a P/E of 28x. AMZN’s 21x earnings multiple looks conservative against that.

Alphabet (NASDAQ:GOOGL) is the second natural comp, with Google Cloud posting 82% growth in Q2 26 while trading at 15x earnings. GOOGL screens cheaper, but AMZN’s forward P/E of 22x against forward EPS of $14.42 looks reasonable versus peers. The comparison makes our $340.96 target look measured.

Company P/E Cloud Growth Amazon 21x 37% Microsoft 28x 43% Alphabet 15x 82% Amazon Price Prediction 2026-2030 Our 24/7 Wall St. price target of $340.96 and buy call rest on a simple observation: AWS growth is reaccelerating while advertising throws off high-margin cash.

The setup looks constructive if AWS holds above 35% growth into Q4. The thesis weakens if capex overruns push free cash flow deeper into negative territory into 2027.

Year 24/7 Wall St. Price Target 2026 $289.24 2027 $340.96 2028 $408.66 2029 $464.79 2030 $546.46 These projections assume Amazon continues executing on the AWS AI buildout and disciplined retail margins. Significant upside or downside could result from AI capex return-on-investment and any material shift in trade policy.

Contact [email protected] for any questions or corrections.

Key Takeaways AT&T's adjusted EBITDA margin expanded to 39.1% as operating income and EBITDA improved.AT&T targets $4 billion in annual cost savings by the end of 2028 through cost transformation.Wireless gains, fiber growth and service bundling are supporting T's customer growth and profitability. AT&T, Inc.’s (T - Free Report) consolidated operating income increased 8.3% year over year to $7.04 billion in the second quarter. Adjusted operating income rose to $7.46 billion from $6.49 billion, while adjusted EBITDA improved 5.2% to $12.34 billion. The adjusted EBITDA margin expanded to 39.1% from 38%. There are several factors driving this improvement in profitability.

T is benefiting from increased scale across its 5G and fiber operations. The company's Advanced Connectivity business remained a major contributor, with service revenues increasing 5.1% year over year and EBITDA growing 8% in this segment. 432,000 postpaid phone net additions and pricing adjustments during this quarter propelled the wireless service revenues.

Cost transformation was another major contributor. AT&T remains on track to achieve $4 billion in consolidated annual cost savings by the end of 2028. The company is gradually shutting down its older copper-based network and moving customers toward fiber, wireless and other advanced services. This transition is expected to eliminate costs associated with maintaining an increasingly inefficient legacy network.

Its strategy of combining wireless and home internet services is supporting customer growth and improving customer economics. Converged subscribers generally have lower churn and higher lifetime value. This is strengthening profitability and customer base.

How Are Competitors Faring?AT&T faces competition from Verizon Communications, Inc. (VZ - Free Report) and T-Mobile US, Inc. (TMUS - Free Report) . Verizon continues to strengthen its financial profile through disciplined execution, improving customer economics and cost transformation initiatives. Mobility and broadband service revenue increased 2.8% year over year in second-quarter 2026, while adjusted EBITDA reached a company record of $13.7 billion and adjusted EPS rose 6.6% to $1.30, exceeding consensus estimates.

Reported profitability, however, reflected sizable special items. Verizon’s net income declined 22.9% year over year to $3.95 billion, while GAAP EPS fell to 92 cents from $1.18. The decline primarily stemmed from $1.8 billion of pretax special charges, including losses related to business dispositions, asset rationalization and severance expenses.

During the second quarter, T-Mobile’s operating expenses increased to $17.30 billion from $15.92 billion in the prior-year quarter. Higher costs of services, equipment sales, selling, general and administrative expenses, and depreciation and amortization all contributed to the increase.

Despite elevated expenses, profitability remained resilient. Net income rose modestly to $3.24 billion from $3.22 billion a year earlier, while diluted earnings per share increased 5.3% year over year to $2.99. Core adjusted EBITDA increased 11.7% year over year to $9.54 billion, reflecting continued operating leverage as service revenues expanded.

T’s Price Performance, Valuation & EstimatesAT&T shares have lost 11.2% over the past year against the industry’s growth of 81.9%.

Image Source: Zacks Investment Research

From a valuation standpoint, AT&T trades at a forward price-to-earnings ratio of 10.42, below the industry tally of 37.57.

Image Source: Zacks Investment Research

Earnings estimates for 2026 have increased 1.3% to $2.35 over the past 60 days, while the same for 2027 have increased 1.2% to $2.57.

Image Source: Zacks Investment Research

AT&T currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Netflix stock is down more than 30% over the past year while the business keeps growing revenue at double digits, and that disconnect is exactly what has one major billionaire investor stepping back in.

Netflix (NASDAQ:NFLX | NFLX Price Prediction) has been a punching bag for the past year, but our model sees a very different setup heading into 2027. With the stock trading at $81.72, down 33.64% over the last twelve months, sentiment has rarely been this washed out on a company still growing revenue in the double digits.

Our 24/7 Wall St. price target for Netflix is $181.89, implying 122.58% upside over the next twelve months. Our recommendation is buy, with confidence classified as high.

24/7 Wall St. Price Target Summary Metric Value Current Price $81.72 24/7 Wall St. Price Target $181.89 Upside 122.58% Recommendation BUY Confidence Level 90% Why Netflix Sold Off and What Just Changed Netflix stock is down 12.84% year to date and sits about 26% below its 52-week high of $126.71. Shares are up 10.99% over the last month and 2.68% in the past week.

Q2 2026 delivered revenue of $12.56 billion, up 13.37% year over year, with EPS of $0.80 beating consensus. Double-digit growth showed up across every region, led by Latin America at 21%.

Seeking Alpha noted Bill Ackman’s return to Netflix, and a widely upvoted WallStreetBets thread titled “Why the fuck is Netflix down 40% over the past year?” captured retail frustration that often marks capitulation lows.

Why Bulls See a Breakout Ahead The bull thesis rests on three pillars: advertising, pricing, and runway. Netflix is guiding 2026 revenue to $51 billion to $51.4 billion with ad revenue roughly doubling to $3 billion, and free cash flow near $12.5 billion. Advertiser count already grew 70% year over year to over 4,000 clients.

Management flagged the company is only under 45% penetrated into 800 million addressable households globally and captures roughly 5% of global TV view share.

Buybacks are massive: $4.7 billion repurchased in Q2 2026, the largest quarter in company history, with $27.1 billion remaining. If ad monetization scales as guided, the bull case points to $195.83.

Risks Worth Watching The bear case leans on decelerating FX-neutral growth (from 12% in Q2 to 11% guided in Q3), content amortization growing roughly 10%, a $1 billion debt maturity in 2026, and viewership competition from the Winter Olympics and World Cup.

Q2 free cash flow declined 32.73% year over year, but bulls counter this reflects higher cash taxes tied to the Warner Bros. termination fee received in Q1, with core operations still intact. Insider activity trending net selling is worth noting. Our bear case lands at $144.89, still well above the current quote.

How Netflix Compares to Disney and Spotify Disney (NYSE:DIS) trades at a trailing P/E of 15 with an operating margin of 14.6%, versus Netflix at 26 and a Q2 operating margin of 33.4%. Disney is cheaper on paper, but Netflix earns its premium with more than double the operating margin.

Spotify (NYSE:SPOT) trades at a trailing P/E near 51, with Q2 revenue growth of 13.9%. That is nearly identical growth to Netflix, but at almost twice the earnings multiple. Against this pair, our 24/7 Wall St. price target looks reasonable, closer to conservative.

Company Trailing P/E Operating Margin Netflix 26 33.4% Disney 15 14.6% Spotify 51 12.8% Bottom Line on Netflix’s Setup The 24/7 Wall St. price target of $181.89 reflects a stock priced for stagnation and a business still executing. Our model’s recommendation is buy, with high confidence.

The bullish scenario strengthens if the ad tier continues doubling and buybacks keep pace, while the setup weakens if FY26 guidance slips or FCF conversion deteriorates materially. Given 71% bullish analyst coverage and zero sell ratings, the risk/reward is skewed to the upside.

Year 24/7 Wall St. Price Target 2026 $107.69 2027 $203.13 2028 $356.49 2029 $506.13 2030 $633.50 These projections assume Netflix continues executing on advertising growth, pricing power, and buybacks. Significant upside or downside could come from large-scale M&A or a step-change in streaming competition.

Contact [email protected] for any questions or corrections.

Hyperliquid Strategies Inc. (NASDAQ:PURR) had a busy week last week that included blockbuster fiscal-year earnings alongside some analyst activity.

Hyperliquid Strategies shares are climbing with conviction. Why are PURR shares rallying? Reports Earnings Beat, Expands HYPE Treasury, Gains Market ShareHyperliquid Strategies reported quarterly earnings of $6.24 per share, beating the analyst consensus estimate of 79 cents by 689.87%. The company reported quarterly sales of $6.334 million, beating the analyst consensus estimate of $3.0 million by 111.13%.

The company raised $647 million in equity capital during the fiscal year and grew its HYPE token treasury from an initial 12.5 million to 29.3 million tokens. Since June 30, the company deployed an additional $773.4 million to acquire roughly 16.5 million more HYPE tokens at an average cost of $46.77, leaving $132.6 million in cash as of Aug. 19.

“This was the year we built the platform,” said CEO David Schamis. “Most of the value that is created is returned to HYPE holders through programmatic buybacks.”

Hyperliquid’s share of global perpetual futures volume hit an all-time high of 9.4% as of June 30, with the platform accounting for 63% of all decentralized perpetuals open interest as of Aug. 23 — more than five times its nearest competitor.

Analyst Consensus & Recent Action The stock carries a Buy rating with an average price forecast of $15.13. One recent analyst move includes:

Chardan Capital: Buy (Raises Target to $17.00) (Aug. 28) Read Next

Hyperliquid Shares Trade HigherPURR Price Action: At the time of publication, Hyperliquid shares are trading 0.17% higher at $11.63, according to data from Benzinga Pro.

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Appointment brings seasoned financial leadership as Teladoc Health advances its strategy aimed at delivering disciplined, sustainable growth 

NEW YORK, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Teladoc Health, Inc. (NYSE: TDOC), the global leader in virtual care, today announced the appointment of Michael Grasher as Chief Financial Officer, effective immediately.

Mr. Grasher is an accomplished financial executive with more than three decades of experience across the insurance and financial services sectors, including more than 12 years in CFO roles at public and privately held companies.

He most recently served as CFO of IFG Companies, a privately held property-casualty insurance organization, where he was responsible for financial reporting, planning and analysis, and treasury management. Previously, Mr. Grasher served as CFO and Executive Vice President of Fortegra, a global specialty insurer, overseeing financial governance and accounting across U.S. and European operations, among other duties. Prior to Fortegra, he served as CFO and Executive Vice President of AMERISAFE, a publicly traded specialty provider of workers’ compensation insurance, where he led financial reporting, capital management and investor relations. Before moving into corporate finance leadership, he spent more than a decade in equity research as both a buy- and sell-side analyst, including as a Managing Director at Piper Jaffray, now Piper Sandler.

“Mike is an experienced financial leader with a proven record of financial stewardship, driving operational discipline and strategic execution,” said Chuck Divita, Chief Executive Officer of Teladoc Health. “Mike’s combination of public company experience, financial leadership and operating discipline will be particularly valuable as we continue to strengthen the business, execute our strategic priorities and deliver long-term value for our stakeholders.”

Throughout his career, Mr. Grasher has supported sustained growth, profitability and corporate strategy across the companies he has served and brings experience leading enterprise-wide efficiency initiatives and shaping long-term strategy.

“Teladoc Health has built a strong foundation with unmatched scale, deep clinical expertise and a global footprint,” said Grasher. “I’m excited to work with Chuck and the leadership team to build on that foundation and deliver lasting value for the members, clients and shareholders we serve.”

About Teladoc Health
Teladoc Health (NYSE: TDOC) is the global leader in virtual care. The company is delivering and orchestrating care across patients, care providers, platforms and partners —transforming virtual care into a catalyst for how better health happens. Through our relationships with health plans, employers, providers, health systems and consumers, we are enabling more access, driving better outcomes, extending provider capacity and lowering costs. Learn more at teladochealth.com.

Investors:
Michael Minchak
617-444-9612
[email protected]

Media:
Lou Serio
202-569-9715
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/642c837e-ba21-4636-9b33-efb5724b5398

Teladoc Health Appoints Michael Grasher as Chief Financial Officer Mr. Grasher is an accomplished financial executive with more than three decades of experience across...

LAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- VMware Explore 2026 — Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced comprehensive security, identity, and observability capabilities for agentic AI environments running on Private AI Cloud. With AgentMinder, VMware vDefend, and VMware Avi Load Balancer, Broadcom provides advanced, multi-layer cybersecurity solutions designed to govern autonomous AI agents, defend agentic workloads, and protect enterprise Private AI Cloud workloads.

Private AI Cloud delivers a more secure and cost-effective AI infrastructure to run inference workloads and agentic AI. It features the advanced security and automated compliance guardrails to help secure the workloads while helping to prevent data exfiltration and reducing cyber risk across every AI workload. Customers benefit from an agentic AI pipeline to build, run and govern trusted agents to innovate rapidly.

The enterprise attack surface expands dramatically across agents, tools, datastores, and large language models (LLMs) as organizations deploy agentic AI applications using new protocols such as Model Context Protocol (MCP) and agent-to-agent (A2A) communications. Broadcom’s advanced cybersecurity solutions address these emerging blind spots by establishing trusted agent identities, enforcing Zero Trust boundaries, and providing enhanced visibility and granular control across the entire AI ecosystem.

“Enterprises need to rethink their security architecture as they operationalize their private AI cloud with agentic workloads,” said Umesh Mahajan, vice president and general manager, Application Networking and Security Division, Broadcom. “With AgentMinder, vDefend, and Avi we are delivering a comprehensive set of layered security solutions for the Private AI Cloud. Enterprises can now safely operationalize agentic AI with defense-in-depth security, enforce strict guardrails, and comprehensively protect their AI environment.”

Comprehensive Defense and Governance for Agentic AI
These solutions address critical agentic AI security and operational risks across three core layers: VMware vDefend, VMware Avi Load Balancer and Broadcom AgentMinder.

VMware vDefend: Agentic Zero Trust
VMware vDefend delivers Zero Trust lateral security for AI workloads running on VMware Cloud Foundation. The following new vDefend enhancements will extend its ZeroTrust lateral security to agentic AI workloads:

Discovery of Agentic AI Components: Will automatically identify MCP servers, LLMs, datastores, and tools by continuously monitoring traffic flows across VMware Cloud Foundation.Shadow AI Monitoring: Will detect unauthorized AI usage and enforce strict Zero Trust policies to help maintain complete control over enterprise environments.AI-Generated IDPS Signatures: Will use an agentic AI pipeline to create Intrusion Detection and Prevention (IDPS) signatures at machine scale and speed, providing distributed virtual patching to protect workloads against the volume and velocity of AI-discovered vulnerabilities.
VMware Avi Load Balancer: Agentic Threat Defense
Avi Load Balancer, with its seamless integration with Kubernetes including VMware vSphere Kubernetes Service (VKS), multi-terabit performance, elastic scale-out operation is ideally suited to deliver AI-aware load balancing, web application security and API protection (WAAP) to agentic AI workloads. The following new enhancements will broaden its protection of agentic AI workloads:

Tool and Agent Misuse Prevention: Will help restrict agents from accessing unauthorized MCP tools and inspect transaction content to block malicious execution, including remote code execution (RCE) and file injection.Zero Day Attack Detection: Will establish normal agentic traffic baselines across agents, LLMs, and tools to flag and isolate anomalous behavior in real time.Sensitive Data Protection: Will help prevent unauthorized exfiltration of credentials, personally identifiable information (PII), and sensitive financial data.
Broadcom AgentMinder: Agent Identity, Intent & Governance
Unveiled today, AgentMinder serves as the central control plane for autonomous AI agents (read the press release). As agents transition from content generation to active business process execution, AgentMinder delivers the following core governance capabilities:

Identity and Intent Controls: Treats autonomous agents as enterprise‑grade identities and binds their authority to a declared mission, permitted intents, approved tools, and authorized resources.Runtime Policy Enforcement: Features a cloud-native gateway that evaluates real-time context (identity, tool, intent, resource) and enforces least-privileged policies on every tool invocation.Compliance-Grade Auditability: Built on OpenTelemetry to deliver compliance‑grade visibility into every agent session and action, delivering chain of custody, anomaly detection, and operational insight at machine speed.
About VMware Explore
VMware Explore is the established cloud event for IT professionals to advance their skills and credentials. VMware Explore 2026 will connect attendees with technology experts and solution architects who are solving real-world challenges. Focused technical sessions, Hands-on Labs, and certification opportunities will enable attendees to apply their learnings and deliver greater value back to their organizations. Attendees will leave with the training, tools, and strategies to build and operate a modern private cloud that is AI-native—running any workload while keeping data local and secure. To learn more about VMware Explore, please visit: https://www.vmware.com/explore

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations’ complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.

Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term “Broadcom” refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.

Media Contacts:

Heather Haley
Broadcom Global Communications
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[email protected]

Eloy Ontiveros
Broadcom Global Communications
+1.650.427.6145
[email protected]

LAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- VMware Explore 2026 -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced TrueSource by Broadcom, a portfolio of commercially supported, verifiably built open source software for the enterprise.

TrueSource brings together Spring Enterprise, the company’s flagship offering for the Spring ecosystem; new TrueSource Trusted Artifacts, which provides secure clean-room builds of the broader Java ecosystem, Python, and Node.js and incorporates a secure catalog of hardened container images; and TrueSource Data Services, a new offering that provides trusted artifacts, support, and deployment expertise for PostgreSQL, RabbitMQ, MySQL, and Valkey data engines.

TrueSource Offerings are Built on Common Principles

Curated, prescriptive, enterprise-grade libraries and artifacts: Every library and artifact is selected against a reference architecture, built, and verified by Broadcom engineers, so enterprises consume open source with confidence.Remediation with maintainers, not around them: Broadcom contributes fixes upstream and backs community maintainers across the industry with engineering time and funding.Patch automation tooling and security visibility: Automation scans customer repositories, assesses the blast radius of each release before they consume it, and opens pull requests that apply the lowest-risk remediation path, with dashboards showing their security team exactly what’s fixed and what remains.Early access with collaboration: Properly licensed customers of any TrueSource offering will have the option to bring not-yet-public vulnerabilities they discover for early access to remediation. In addition, there is a special program for critical infrastructure organizations to get dedicated access to patch insights and mitigation advice. Broadcom Sets the Enterprise Standard with Spring Enterprise
Building on Broadcom’s June commitment to Spring supply chain security, this announcement arrives as AI accelerates exploitation, allowing attackers to weaponize vulnerabilities in hours. While this has fueled interest in fully automated, AI-generated patching, research indicates this approach carries significant operational and security risks.

In new testing, 1Password’s Off-by-1 Labs found that only 26 percent of 6,000 AI-generated patches fixed vulnerabilities without breaking applications. They concluded that automated patches are not yet safe enough to trust without significant human oversight.

Spring Enterprise provides secure, curated releases of Spring from the team that creates and maintains it. That stewardship comes with over 20 years of experience in making compatibility, performance, and security judgements that have allowed Spring to flourish.

Customers receive:

Proactive scanning with human-verified patches: Broadcom engineers continuously scan Spring and its dependency tree with frontier model analysis, then verify every patch by hand, finding vulnerabilities before attackers do. In the past five months, engineers have already spent more than 12 billion tokens against frontier models.Simultaneous patches across every release line: Because Broadcom maintains Spring, every supported release line is patched before a CVE is ever published. Disclosure and remediation for OSS and long term support versions arrive together, so no version is left waiting for a fix.The whole dependency tree, not just Spring: Coverage extends beyond Spring itself to its managed dependencies, including Apache Tomcat, Kotlin, and across the full dependency tree: more than 5,000 verified Java libraries, built and signed at the exact versions pinned by every supported Spring Boot release line.Security fixes without the upgrade: Full point releases bundle fixes with changes that demand testing. CVE-only patches carry the remediation alone, so security teams can push them to production in hours, not weeks. "The world’s most essential businesses run on open source software, and they trust us to keep that foundation secure," said Ram Velaga, president, Infrastructure Software Group, Broadcom. "As AI accelerates both innovation and exploitation, that trust cannot rest on unverified, machine-generated patches. It has to rest on accountable engineering. With TrueSource, we are making a long-term commitment to our customers: our fixes are built and verified by our engineers, working alongside the maintainers who know the code best."

TrueSource Trusted Artifacts Extends Coverage Across Ecosystems
TrueSource Trusted Artifacts provides secure, clean room SLSA Build Level 3 builds of libraries across the Java ecosystem, Python, and Node.js. Broadcom’s curation process ensures that the libraries conform to a reference architecture and are supportable by the maintainers of record. Thousands of engineers across Broadcom’s software divisions scan, fix, contribute to, and consume them every day in the software that runs the world’s most essential businesses. The offering also includes the Bitnami Secure Images catalog, adding hardened, verifiably built container images for hundreds of commonly used open source packages to the same commercial offering.

TrueSource Data Services brings it to the data tier
TrueSource Data Services extends the TrueSource promise to the data engines enterprise applications depend on: PostgreSQL, RabbitMQ, MySQL, and Valkey. A flawed patch can put the data itself at risk, so remediation takes operational judgment. Broadcom brings that judgment, from hardening and supporting these engines for the world’s most demanding enterprises, to curate a validated distribution inclusive of these data engines and the associated critical extensions, Operators and Helm Charts. The offering includes deployment automation for these engines as well as visibility into the security and operational posture.

One Standard Across the Portfolio
The three offerings cover different ecosystems, but they share one design: software that is verifiably built, remediated by accountable engineers, and delivered in partnership with the communities that create it. "Open source security is a human discipline," said Purnima Padmanabhan, vice president and general manager, Tanzu Division, Broadcom. "AI is a phenomenal accelerant for the engineers who maintain this software, not a replacement for them. Maintainers understand the intent behind the code, and that is what separates a real fix from one that just looks like it. TrueSource puts that human expertise at the center of the open source supply chain, at commercial scale."

"AI-generated patching, when applied outside a maintained upstream project, risks producing forks that lack maintainer oversight and long-term accountability," said Katie Norton, Research Director for IDC’s Cloud Security research practice. "Broadcom’s approach with Spring, pairing upstream remediation with human-verified engineering, is one response to this trend, intended to support the integrity and sustainability of the open source supply chain."

Broadcom has already invested behind this position, applying AI where it is effective. As announced in June, its Spring engineering team has scaled frontier model based scanning and validation across the dependency ecosystem, with every resulting fix authored, reviewed, and verified by engineers who know the code. That work answered the more than 1,700 percent surge in monthly security advisories reported by the Spring community and delivered the largest set of security patches in Spring’s 23-year history.

Availability
Spring Enterprise, TrueSource Trusted Artifacts, and TrueSource Data Services are available with simple, tiered site licensing options.

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations’ complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.

Broadcom, the pulse logo, and Bitnami are among the trademarks of Broadcom. Postgres and PostgreSQL are registered trademarks of the PostgreSQL Community Association of Canada. MySQL is a registered trademark of Oracle Corporation. Valkey is a trademark of The Linux Foundation. All other trademarks are the property of their respective owners. Broadcom is not affiliated with, endorsed by, or sponsored by any of the foregoing organizations.

Media Contact:

John D’Avolio
Tanzu Division, Broadcom
+1.503.308.3096
[email protected]

LAS VEGAS, Aug. 31, 2026 (GLOBE NEWSWIRE) -- VMware Explore 2026 -- Broadcom Inc. (NASDAQ: AVGO), a global technology leader that designs, develops, and supplies semiconductor and infrastructure software solutions, today announced VMware AI Factory, the software-defined foundation of VMware Private AI Cloud. VMware AI Factory provides customers a simplified path to production AI with new automation innovations for deploying AI-ready infrastructure and supporting Day 2 operations. With VMware AI Factory, customers can achieve faster time to first model deployment and better manage AI tokenomics.

“Enterprises want to run AI where their data lives, but the journey from metal to model is slow, complex, and expensive,” said Paul Turner, chief product officer, VMware Cloud Foundation Division, Broadcom. “VMware AI Factory changes that. We give customers a software-defined foundation that automates infrastructure deployment, unifies lifecycle management, and lets them choose their preferred hardware and vetted models. The result is faster time to first model, predictable private cloud costs, and better control over AI tokenomics.”

VMware AI Factory Accelerates Time to First Model
VMware AI Factory brings AI applications directly to enterprise private data within a secure private cloud environment. VCF’s unique infrastructure automation capabilities can reduce the time from bare metal server deployment to serving the first AI model from weeks to a matter of hours. VMware AI Factory streamlines AI infrastructure management by fully automating hardware provisioning, software stack enablement, and end-to-end lifecycle management. By integrating hardware and software operations into a unified, automated solution, organizations can rapidly scale AI workloads while minimizing operational complexity.

As part of the VMware AI Factory, private AI services help make AI operational, governable, and cost-effective. VCF pools and shares GPU resources across the organization so teams can run multiple models on shared hardware instead of dedicating infrastructure to each workload. A unified model gallery gives IT and data science teams a single interface for deploying and managing model inference and RAG workflows across VMs, containers, and GPU resources, with built-in observability into token throughput, latency, and compute and memory utilization. Enterprises can pivot to new models while keeping costs low through shared infrastructure and governed models-as-a-service. New and forthcoming private AI services include:

Multi-tenant Model Sharing: Model Runtime now supports secure sharing of AI models between tenants or lines of business through isolated namespaces, maintaining data privacy while eliminating redundant model deployments that waste GPU allocation and infrastructure resources.AI Gateway: Unified model governance between on-premises and cloud environments through a single consumption interface, enabling access to locally hosted models with enhancements like intelligent prompt routing, token and usage rate-limiting, and application authorization.Secure AI Sandboxes and Governance: Secure virtualized container spaces will isolate dynamic agent-generated code execution, with a control layer defining how agents are invoked, what tools they access, and how their outputs are validated before being acted upon.
To further streamline VCF AI Factory deployment, Broadcom is announcing a new partnership with MetalSoft to deliver integrated heterogeneous bare metal automation for VCF that drops bare-metal provisioning time from weeks to minutes. The integration will help IT provision or repave physical servers from multiple vendors directly through the VCF management console, unifying the software and hardware lifecycle into a single operational model and eliminating the need for vendor-specific tools for hardware and firmware management.

VMware AI Factory combines VMware Cloud Foundation (VCF) with certified VCF AI ReadyNodes from Cisco, Dell Technologies, Lenovo, Supermicro and others1 and customers’ preferred AI software and accelerator architectures. Broadcom and AMD are collaborating to deliver a VMware AI Factory that pairs VCF with AMD Instinct GPUs and the open AMD ROCm software ecosystem. Zero-touch provisioning will orchestrate the end-to-end deployment of the entire stack, from vSphere and vSAN through Kubernetes and the AMD GPU operator, and the AMD DVX driver can attach GPUs to large VMs consumed by a VMware vSphere Kubernetes Service cluster.

VMware AI Factory gives enterprises a production-ready path to running leading AI models on-premises. VCF customers can run more than 150 open source and commercial models, including Nemotron 3, Gemma 4, cotomi, Qwen 3.7-Max, and GLM 5.2. Broadcom is working with the world’s leading AI model providers to give organizations a clear path to data sovereignty and cost-effective AI at scale, with leading models available securely and delivered as a service to their user community through VCF’s built-in services. Read the full announcement here.

Partner Commentary
“Enterprises adopting AI need freedom to choose their infrastructure without locking into a single vendor stack,” said Suresh Andani, corporate vice president, Compute and Enterprise AI Group, AMD. “Pairing AMD Instinct MI350 Series GPUs with the open ROCm software ecosystem on VMware Cloud Foundation gives customers a validated path to private AI with predictable economics and no per-token pricing. This collaboration lets organizations run production AI where their data lives while maintaining choice and control over their full stack.”

“Moving AI into production requires more than GPUs. It requires an infrastructure stack that operates as one seamless foundation from the data center to the edge,” said Jeremy Foster, Senior Vice President and General Manager, Cisco Compute. “Cisco’s validated compute and an open, high-performance network are aligned with NVIDIA Enterprise Reference Architectures and Cisco Validated Designs with AMD. As we work towards VMware AI Factory’s new infrastructure automation, this will give customers a simpler path from bare metal to production AI, while preserving flexibility in the workloads and accelerator architectures they choose.”

“As enterprises scale AI, token economics is emerging as a critical driver of adoption and ROI,” said Scott Patti, Vice President, Infrastructure Solutions Group, Lenovo. “VMware AI Factory on Lenovo Infrastructure Solutions gives customers the flexibility to run AI where it makes the most economic and operational sense, helping them accelerate production deployments with predictable costs, stronger governance, and greater business value.”

“Supermicro delivers its application-optimized Data Center Building Block Solutions® (DCBBS) infrastructure with the industry-leading time to deployment,” said Vik Maylaya, chief business officer, Supermicro. “Our SuperCloud Director supports faster implementation of multi-tenancy bare metal provisioning, combining Supermicro’s Total IT solutions with VMware AI Factory to give customers factory-validated flexible and cost-efficient building blocks for modern private cloud and AI workloads for the enterprise.”

“Managing physical servers has always been a separate operational domain from software, creating silos that slow down AI infrastructure deployment,” said Lucas Roh, founder and CEO, MetalSoft. “MetalSoft’s bare metal automation now extends VCF’s operational workflows down to the physical layer, letting IT treat physical servers like code. Customers can provision or repave heterogeneous hardware directly through the VCF management console, closing the gap between hardware and software operations and turning weeks of manual work into minutes.”

1-Broadcom Compatibility Guide

Additional Resources

Learn more about VMware Cloud FoundationFollow VMware Cloud Foundation social channels on LinkedIn, X, formerly known as Twitter and YouTube About VMware Explore
VMware Explore is the established cloud event for IT professionals to advance their skills and credentials. VMware Explore 2026 will connect attendees with technology experts and solution architects who are solving real-world challenges. Focused technical sessions, Hands-on Labs, and certification opportunities will enable attendees to apply their learnings and deliver greater value back to their organizations. Attendees will leave with the training, tools, and strategies to build and operate a modern private cloud that is AI-native—running any workload while keeping data local and secure. To learn more about VMware Explore, please visit: https://www.vmware.com/explore

About Broadcom
Broadcom Inc. (NASDAQ: AVGO) is a technology leader that designs, develops, and supplies semiconductors and infrastructure software for global organizations’ complex, mission-critical needs. Broadcom combines long-term R&D investment with superb execution to deliver the best technology, at scale. Broadcom is a Delaware corporation headquartered in Palo Alto, CA. For more information, visit www.broadcom.com.

Broadcom, the pulse logo, and Connecting everything are among the trademarks of Broadcom. The term “Broadcom” refers to Broadcom Inc., and/or its subsidiaries. Other trademarks are the property of their respective owners.

Media Contact:
Roger T. Fortier
VMware Cloud Foundation Division, Broadcom
+1.408.348.1569
[email protected]

NVIDIA NASDAQ: NVDA just blew the doors off with its latest earnings report. Shares soared 8.7% afterward, good for their largest single-day up move in over a year.

Broadcom Today

$368.30 -0.49 (-0.13%)

As of 10:36 AM Eastern

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$287.17▼

$495.000.71%

61.32

$491.97

Now, all eyes turn to the world’s next biggest player in the AI semiconductor industry: Broadcom NASDAQ: AVGO.

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The company will report earnings on Sept. 2 after the close, and markets are already signaling belief that the firm could have a strong quarter. Notably, Broadcom shares also rose about 4.5% after NVIDIA’s results, a move that is likely tied to the strong AI demand shown in Big Green’s earnings.

However, this by no means ensures that Broadcom’s earnings will receive a similar market reaction to NVIDIA’s. These are the factors that could determine the stock’s post-earnings fate.

Broadcom’s Headline Earnings ExpectationsBeating estimates on revenue, earnings per share (EPS), and guidance for the following quarter will be key to the company impressing markets. Currently, Broadcom’s Q3 2026 sales estimate is $29.43 billion. This figure implies year-over-year (YOY) growth of slightly more than 84%, a large acceleration versus 48% growth last quarter.

At $3.22, the company’s EPS estimate implies growth of approximately 91% YOY, compared to 54% growth last quarter. Sales estimates for fiscal Q4 sit just below $35 billion, implying another acceleration to 94% YOY growth. Notably, Broadcom does not provide specific EPS guidance. However, the company guided for an adjusted earnings before interest, taxes, depreciation, and amortization margin of 68%. Markets will look for Broadcom to at least meet all of these figures and will likely not be satisfied without significant beats.

The most important underlying metric for Broadcom to meet or exceed is its AI semiconductor sales expectations. The company guided for $16 billion in AI chip sales, or 200% YOY growth. However, it is possible that actual market expectations are considerably higher than this.

To Raise or Not to Raise Guidance: Broadcom’s Big DecisionOutside of surpassing expectations on headline figures and underlying metrics, there is one key decision that could determine the market’s reaction to Broadcom’s results. Among the factors that could positively influence investor sentiment, Broadcom's raising its fiscal year 2027 (FY2027) AI semiconductor guidance ranks at the top.

The company is currently guiding for over $100 billion in AI semiconductor revenue in FY2027, a figure that it refused to raise last quarter. This was one of the key factors that caused Broadcom shares to drop nearly 20% in the two days following their last earnings report. Albeit this came as shares were trading very close to their all-time high.

100th Percentile

Moderate Buy

33.4% Upside

Healthy

Strong

1.30 Selling Shares

71.29%

See Full Analysis

There is strong reason to believe that Broadcom’s AI semiconductor guidance could rise well above $100 billion. Notably, Bernstein analyst Stacy Rasgon has estimated that Broadcom’s hyperscaler customers will deploy nine to 10 gigawatts (GW) of its chips in FY2027.

Rasgon also estimates that Broadcom’s content per GW is $20 billion. Together, these numbers would imply $180 billion to $200 billion in AI semiconductor revenue—massively higher than Broadcom’s current guidance. Even using more conservative estimates on content per GW would put AI chip revenue well above $100 billion.

Thus, markets were significantly disappointed that Broadcom did not raise its guidance last quarter, which hit shares particularly hard given their elevated level. However, this could have simply been a reflection of Broadcom’s often conservative stance when it comes to updating guidance. Seeing a substantial FY2027 guidance boost in its next report would likely go a long way in eliciting a positive market reaction.

Dispelling Alphabet Diversification Fears Could Benefit BroadcomAnother key factor that could help Broadcom stock is positive commentary around the relationship with its top AI customer, Alphabet NASDAQ: GOOGL. Broadcom shares have faced pressure due to the belief that MediaTek OTCMKTS: MDTKF, and more recently, Marvell Technology NASDAQ: MRVL, are taking share in Alphabet’s custom chip program.

However, the extent to which these relationships could impact Broadcom’s growth attributable to Alphabet is largely unknown. Broadcom providing commentary that signals the market is overreacting to these developments would also likely aid the stock’s post-earnings reaction. On the other hand, commentary that signals Broadcom is concerned about these developments could hurt the stock.

Analysts Point to Substantial 12-Month Upside in Broadcom as Earnings NearOverall, it is highly difficult to predict whether Broadcom, or any company for that matter, will gain a positive market reaction after its earnings report. Still, investors can take some solace in the fact that over a 12-month forecast timeline, Wall Street analysts see the arrow for Broadcom stock pointing up. As Broadcom’s earnings report quickly approaches, the MarketBeat consensus price target sits near $492, a figure that implies considerable upside in the range of 30%.

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Should You Invest $1,000 in Broadcom Right Now?Before you consider Broadcom, you'll want to hear this.

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Key Takeaways UnitedHealth is seeing improving results across UnitedHealthcare and Optum, boosting its outlook.UNH raised full-year operating earnings outlooks to at least $12B for UnitedHealthcare and $2.2B for Optum.CVS faces 2027 Caremark headwinds, while UNH offers stronger returns and more attractive valuation. CVS Health (CVS - Free Report) and UnitedHealth Group (UNH - Free Report) , both S&P 500 companies, are two of the biggest players in the U.S. health insurance industry. CVS competes through its Aetna subsidiary, acquired in 2018, offering a broad range of products and related services, including medical, pharmacy, dental and behavioral health plans, medical management capabilities, and Medicare Advantage and Medicare Supplement plans. The company also operates Health Services, Pharmacy & Consumer Wellness and Corporate/Other segments.

UnitedHealth, on the other hand, sells a broad range of health benefits through UnitedHealthcare, serving individuals and employers, seniors and other Medicare-eligible consumers, as well as economically disadvantaged and medically underserved populations. The company also has an information and technology-enabled health services business called Optum, comprising Optum Health, Optum Insight and Optum Rx. The divisions combine capabilities in value-based care, population health, health care operations, data and analytics and pharmacy care services.

Over the past six months, CVS and UNH shares have risen 13.9% and 33.2%, respectively, both outperforming the S&P 500 composite’s 11.9% growth.

Image Source: Zacks Investment Research

Let’s take a closer look at which stock has the stronger investment case today.

The Case for CVSCVS Health is implementing technology infrastructure changes to modernize its platforms and accelerate data sharing and connectivity with providers and payer partners. The company has committed to invest $20 billion over the next decade to transform the health care experience through emerging technologies, with a focus on building a more consumer-based health care technology business.

Aetna’s margin recovery is becoming an important part of CVS’ long-term growth story.  Efforts around strengthening clinical programs, cost management, pricing and other operating improvements have driven more than $2 billion of year-over-year improvement in adjusted operating income so far in 2026. Management raised Health Care Benefits’ adjusted operating income outlook to $5.03-$5.37 billion for 2026, more than $1 billion above its previous guidance. Beyond pricing and utilization management, Aetna is simplifying claims and provider interactions through tools such as Claims Assist Manager and the Aetna Clinical Collaboration program.

The company’s Pharmacy and Consumer Wellness segment is gaining from higher prescription volume, including contributions from the Rite Aid transaction, alongside pharmacy drug mix and brand inflation. With the growing demand for GLP-1 medications, CVS Health is expanding support for these treatments across its more than 9,000 CVS Pharmacy locations and MinuteClinic, with virtual services available in nearly all states.

CVS raised its 2026 adjusted earnings per share (EPS) guidance to a range of $7.90-$8.10 and now expects total revenues to be at least $414 billion. However, Caremark faced pressure in its 340B business during the quarter, with management expecting related dynamics to weigh on Pharmacy Services and create a headwind in 2027. Caremark membership is also expected to decline next year amid changes in approaches to client renewals and the selling season, alongside product actions and market exits by some health plan customers.

The Case for UNHUnitedHealth Group is driving stronger financial results on notable improvements across its two businesses. In the second quarter of 2026, UnitedHealthcare's better-than-expected performance was led by improved results in Medicare Advantage. The company’s actions around benefit design, care management models and network curation helped keep Medicare medical cost trends below expectations, while prior-year development, favorable respiratory season and weather patterns also contributed. 

UNH is working to address the gap between lagging reimbursement rates and underlying medical cost trends and is also partnering with states to support the long-term sustainability of Medicaid benefits and help identify and reduce fraud, waste and abuse.

Meanwhile, Optum remains a key growth engine, with all three segments performing ahead of plan through the first half of this year. Optum Health’s return to its integrated value-based care delivery model resulted in another quarter of better care management and operating discipline. 

Optum Rx has been leading an industry-wide shift toward transparency and fee-based services over the last few years, driving new customer wins while keeping retention rates in the high 90s. Optum Insight is seeing increasing traction for its AI-first enterprise approach, with products such as AI-enabled coding and real-time payer and provider interfaces, making health care simpler, faster and more affordable.

The company increased its full-year operating earnings outlook for UnitedHealthcare to at least $12 billion and at least $2.2 billion for Optum Health, reflecting ongoing operational improvements.

As of June 30, UNH’s cumulative operating cash flows were roughly $11 billion, or 1.9X net income, providing ample capital to strengthen the balance sheet, invest in growth and return value to shareholders. During the quarter, the company returned $2.1 billion to shareholders through dividends, with the annualized dividend raised to $9.28 per share.

Estimate Trend for CVS and UNHThe Zacks Consensus Estimate for CVS Health’s 2026 EPS implies year-over-year growth of 18.1% to $7.97. Estimates have jumped 7.1% in the past 60 days.

Image Source: Zacks Investment Research

The consensus mark for UnitedHealth Group’s 2026 EPS has risen 8.4% to $19.82 in the past 60 days. The estimate calls for a 21.2% increase from 2025.

Image Source: Zacks Investment Research

CVS & UNH’s ValuationCVS trades at a forward sales multiple of 0.28, higher than its historical five-year median of 0.26. Meanwhile, UNH has a sales multiple of 0.78, representing a 35% discount to its five-year median of 1.20.

Image Source: Zacks Investment Research

ConclusionCVS Health is making progress with Aetna’s margin recovery, gaining from Pharmacy & Consumer Wellness momentum, and has also raised its 2026 financial outlook. Meanwhile, Caremark is heading into 2027 with some challenges, including 340B-related headwinds and lower expected membership. UnitedHealth Group is seeing improving results across UnitedHealthcare and Optum, alongside strong operating cash flows and higher operating earnings expectations.

Both CVS Health and UnitedHealth Group are seeing upward revisions to their 2026 EPS estimates. Still, based on their respective historical multiples, UNH currently appears to be more attractively valued than CVS while also delivering a stronger six-month return. Considering all, UNH stands out as the stronger investment option now.

UNH sports a Zacks Rank #1 (Strong Buy), while CVS carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank stocks here.

Palo Alto Networks Today

PANW

Palo Alto Networks

$376.19 +4.60 (+1.24%)

As of 10:33 AM Eastern

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$139.57▼

$398.88307.31

$368.42

Shares in Palo Alto Networks Inc. NASDAQ: PANW may have started the year on the wrong foot, but they have been on a tear ever since. After turning higher back in February, the cybersecurity heavyweight has rallied hard, and a jump of around 20% in just the past few sessions alone has left the stock trading within a few dollars of its all-time high.

That latest surge owes much to a rival. Blockbuster results this week from CrowdStrike Holdings Inc. NASDAQ: CRWD, whose management called it the best quarter in the company's history, sent shares across the sector flying, with AI singled out as the force driving both the threats and the spending to counter them.

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The timing could hardly be more pointed, because Palo Alto reports its own results next week. With its rival having knocked the ball out of the park, expectations are building for Palo Alto to do the same, and investors are asking what this surging demand for security really means for the stock.

AI Security Demand Is Doing the Heavy LiftingThe bullish case starts with the sheer force of the tailwind now pushing the whole sector along. As businesses race to deploy AI across their operations, they open up vast new fronts that need defending, and Palo Alto's management has been unambiguous about what that means for demand.

The company has been growing at a rapid clip, with revenue jumping more than 30% year over year in June's report and its all-important recurring revenue from newer products expanding even faster. That momentum gave management the confidence to raise its guidance, and next week's results will show whether the trend has carried through the summer.

Underpinning it all is what the company calls platformization: persuading customers to buy a whole suite of security products from Palo Alto rather than piecing together tools from many vendors. As the threats multiply, the thinking goes, the appeal of a single, integrated defense grows, which is exactly how Palo Alto has been positioning itself.

The price action is encouraging, too. Palo Alto shares have jumped close to 170% since March, and this week has seen them snap back higher after a recent bout of selling. Even so, the stock's Relative Strength Index (RSI) is still only around 60, suggesting there is plenty of room for the stock to run higher should next week's report deliver the goods.

Palo Alto’s Biggest Risk Is Already in the StockFor all this momentum, however, one issue should give even the most optimistic bulls pause: the stock's valuation. Against the wider tech space, and indeed its own peers, Palo Alto's shares are extremely expensive. They're currently trading with a triple-digit price-to-earnings (P/E) ratio that towers over the wider market and leaves little room for error. Fortinet Inc NASDAQ: FTNT, one of Palo Alto's main rivals, for example, currently trades with a P/E ratio of around 60.

The concern is that Palo Alto's frothy valuation means much of the best-case scenario is already baked into the share price, leaving little room for error. The bears will also note that, stripping away the boost from recent acquisitions, underlying growth is actually more modest than the headline figures suggest, perhaps in the mid-teens rather than the eye-popping percentages that grab attention. In addition, the same AI wave boosting demand is also lowering the barrier to entry for more nimble, lower-cost cybersecurity alternatives.

Analysts Are Giving Palo Alto the Benefit of the Doubt55th Percentile

Moderate Buy

0.9% Downside

Healthy

N/A

1.28 Selling Shares

11.94%

See Full Analysis

Despite those worries, however, the mood on Wall Street is almost universally bullish in the run-up to next week's results.

The past week alone has seen BTIG, JPMorgan Chase, and Benchmark rate Palo Alto a Buy or equivalent, thanks in large part to its accelerating platform strategy and the wider industry tailwinds taking shape.

Fresh price targets on Palo Alto shares range as high as $435, implying upside of close to 15% from current levels ahead of the upcoming earnings report.

This optimistic outlook is reflected in MarketBeat's consensus analyst rating of Moderate Buy.

The AI Security Winner Still Has to Justify the PriceSo where does that leave investors ahead of next week's closely watched results? The bull case is undoubtedly attractive: Palo Alto is riding a real structural boom in security spending, its platform strategy is winning converts, and its bold push into identity positions it neatly for a future swarming with AI agents.

The catch, however, and it's a big one, is the price. A P/E ratio north of 300 raises the stakes on every earnings report and leaves little room for disappointment. For now, Palo Alto looks every inch a winner from the AI security boom, but one whose shares have already traveled a long way off the back of it. Next week's numbers will be the latest test of whether this high-flyer can keep living up to investors' ever-increasing hopes.

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Should You Invest $1,000 in Palo Alto Networks Right Now?Before you consider Palo Alto Networks, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Palo Alto Networks wasn't on the list.

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Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.

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Three changes just hit the 21Shares Ethereum ETF and its four sister funds for Bitcoin, XRP, Dogecoin, and Polkadot. New SEC filings show new fund names, a new pricing source, and a new fee schedule.

Holders keep the same shares. Behind the label, however, the products start working differently on Thursday.

The three changes hitting 21Shares’ five US crypto funds this week. Source: BeInCryptoStaking Moves Into the Ethereum ETF’s NameStart with the names. On August 25, 21Shares renamed two funds in Delaware. The 21Shares Ethereum ETF became the 21Shares Ethereum Staking ETF. The Polkadot (DOT) fund became the 21Shares Polkadot Staking ETF. Five 8-K filings published this week confirmed the changes.

Not every fund got a new name. The Bitcoin (BTC) fund, run with Cathie Wood’s ARK Invest, stays ARKB. The XRP and Dogecoin (DOGE) funds keep their names too.

The Ethereum fund has staked its ether since earlier this year and publishes a reward schedule. So the rename changes the label, not the machine. Yield is now the headline feature, written into the product’s legal name.

That label matters because the yield race is crowding fast. BlackRock launched a separate staked fund, ETHB, on February 18. Its original spot fund, ETHA, still does not stake. Fidelity went further on August 10. It filed to stake FETH’s ether and pay holders quarterly cash. Investors keep 85% of those rewards, while fees take the rest.

Big money has noticed. Intesa Sanpaolo, Italy’s largest bank, cut its Bitcoin fund stake by 94% last quarter and tripled its staked-Ethereum position. Recent flow data tells the same story. Buyers are chasing yield over price.

New FTSE Pricing and Quarterly Fees Land ThursdayThe second change is the price feed. From Thursday, August 27, all five funds will value shares using FTSE indices. FTSE Russell is the London Stock Exchange Group arm behind the Russell 2000.

The switch follows 21Shares ending its CF Benchmarks license. Those CME-branded rates expire for the funds on August 31.

That is a quiet break from an industry standard. CF Benchmarks’ rates still anchor IBIT, BlackRock’s giant Bitcoin fund. Even ETHB, BlackRock’s staked fund, prices against a CME CF rate. The benchmark sets each fund’s daily net asset value, so the switch touches every holder’s statement.

The third change is fees. 21Shares will now collect its sponsor fee at least quarterly instead of weekly. Payment stays in coins, from Bitcoin to DOT.

One caution belongs next to the shiny new names. Staked ether can take weeks to exit a crowded withdrawal queue, a gap raised around Morgan Stanley’s Ethereum ETP. Thursday’s flows will show whether yield on the label wins the money.

Bitmine owns 4.9% of the total ETH coin supply of 120.7 million

Bitmine is 98% of the way to the 'Alchemy of 5%' in just 15 months

ETH is the best performing macro asset in 3Q26 so far, outperforming the S&P 500 by 5,430bp

Bitmine was added to the Russell 1000 Large-cap index on June 26, 2026

Bitmine's Series A Preferred Stock is trading on the NYSE under the symbol BMNP

Bitmine has 5,067,309 staked ETH, representing $12.7 billion at $2,511 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum staking destination for BMNR and institutional investors

Bitmine owns $81 million of Eightco (NASDAQ: ORBS), now one of the only publicly listed equities in the world to provide investors indirect exposure to OpenAI

Bitmine Crypto + Total Cash Holdings & Marketable Securities + "Moonshots" total $15.6 billion, including 5.90 million ETH tokens, total cash & marketable securities of $541 million, and other crypto holdings

Bitmine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support Bitmine's goal of acquiring 5% of ETH

, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" or the "Company") a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto + total cash & marketable securities + "moonshots" holdings totaling $15.6 billion.

Bitmine Weekly Update

Asset Performance Relative to S&P 500 Since June 20, 2026

ETH/BTC Ratio: Future Tailwinds of Tokenization and AI

STAKING: BMNR now staking over 5 million ETH as of August 30, 2026

ALCHEMY of 5%: BMNR ranked #62 by 5D avg daily $ volume

As of August 30, 2026 at 3:00pm ET, the Company's crypto holdings are comprised of 5,901,112 ETH at $2,511 per ETH (per CoinbaseNASDAQ: COIN), 211 Bitcoin (BTC), $180 million stake in Beast Industries, $81 million stake in Eightco Holdings (NASDAQ: ORBS) ("moonshots") and total cash & marketable securities of $541 million. Bitmine's ETH holdings are 4.9% of the ETH supply (of 120.7 million ETH).

"As we enter the final month of 3Q26, ETH is the best performing macro asset, outperforming the S&P 500 by 5,430bp through last Friday. In fact, the top 3 performing assets since June 30th are ETH, BTC and SOL," stated Thomas "Tom" Lee, Chairman of Bitmine. "We believe this sets the stage for institutions to add to their crypto holdings given the substantial outperformance of crypto versus other macro assets in 3Q so far."

"We believe there are multiple positive catalysts as we head into the final months of 2026," stated Lee. "These include the upcoming CLARITY Act vote scheduled in mid-Sept. Additionally, Korean investors have again started buying crypto and rotating away from AI stocks. The 4-year cycle is bottoming within the next few weeks in our view. And this sets the stage for what we expect to be sizable institutional participation in buying crypto in the final months of 2026, especially given the tailwinds of tokenization and Agentic-AI."

"This ETH/BTC ratio has moved up during crypto bull cycles, driven by increasing use of Ethereum relative to bitcoin. These prior cycles were fueled by ICOs (2017-2018), NFTs (2020-2021), and stablecoins (2025). In this upcoming crypto cycle, we see the ETH/BTC ratio rising, driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains," continued Lee.

"Over the past week, we acquired 53,501 ETH. Bitmine has bought ETH for each of the past 65 weeks (every week since the inception of the ETH Treasury Strategy on June 30, 2025)," stated Lee.

On July 16, 2026, Bitmine released the latest Chairman's Message (link here) for July 2026. The title of the Message is "ETH is the cure for the Uncanny Valley of Wealth."

Earlier in 2026, Bitmine launched MAVAN (the Made in America VAlidator Network), the institutional-grade staking platform. While MAVAN was originally developed to support Bitmine's own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform.

As of August 30, 2026, Bitmine total staked ETH stands at 5,067,309 ($12.7 billion at $2,511 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $390 million on an annualized basis (using 2.63% 7-day BMNR yield)," stated Lee.

"Annualized staking revenues are now projected at $335 million. And this 5.1 million ETH is 86% of the 5.90 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.63% (annualized)," continued Lee.

Bitmine is one of the most widely traded stocks in the US. According to data from Fundstrat, the stock has traded average daily dollar volume of $1.36 billion (5-day average, as of August 29, 2026), ranking #62 in the US, behind Texas Instruments (rank #61) and ahead of UnitedHealth Group (rank #63) among 5,704 US-listed stocks (statista.com and Fundstrat research).

Bitmine's crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc. (NASDAQ: MSTR), which reportedly owns 840,447 BTC valued at approximately $66 billion. Bitmine remains the largest ETH treasury in the world. 

Bitmine management believes the GENIUS Act and the Securities and Exchange Commission's (SEC) Project Crypto are as transformational to financial services in 2026 as the US action on August 15, 1971, which ended the Bretton Woods system and took the U.S. dollar off the gold standard 55 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans and financial and payment rails of today. These proved to be better investments than gold.

The Chairman's message can be found here:

https://www.Bitminetech.io/chairmans-message

The Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here: https://Bitminetech.io/investor-relations/ 

To stay informed, please sign up at: https://Bitminetech.io/contact-us/ 

About Bitmine

Bitmine Immersion Technologies, Inc. (NYSE: BMNR), together with its subsidiaries ("Bitmine" or the "Company"), is a blockchain technology infrastructure company operating across institutional digital asset staking and validation services, bitcoin mining, and strategic digital asset management. As the world's leading Ethereum Treasury company, it implements an innovative digital asset strategy for institutional investors and public market participants. The Company provides institutional-grade staking and validation infrastructure—through which it earns staking rewards and validation income—alongside bitcoin mining activities. Bitmine holds digital assets strategically, generating yield on those holdings to support liquidity and capital formation. Since 2025, the Company has expanded its blockchain infrastructure capabilities, including developing and deploying MAVAN, its institutional staking and validation platform. The Company's activities further include investments in early-stage blockchain opportunities ("moonshot" investments) and ancillary mining, hosting, and consulting services.

For additional details, follow on X:

https://x.com/bitmnr

https://x.com/fundstrat

Forward Looking Statements

This press release contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, as amended. Forward-looking statements include all statements that are not purely historical and can generally be identified by terms such as "expects," "projects," "intends," "plans," "believes," "anticipates," "estimates," "forecasts," "targets," "goals," "may," "will," "would," "could," "should," "view," "see," or similar expressions, or the negative of such terms, or other comparable terminology. This press release specifically contains forward-looking statements regarding, among other things: (i) the Company's goal of acquiring 5% of the total ETH supply (the "Alchemy of 5%" initiative) and statements regarding its progress toward this goal; (ii) the Company's digital asset accumulation and treasury strategy, including statements regarding continued weekly ETH acquisitions and the Company's status as the largest ETH treasury in the world; (iii) the Company's staking operations, including projected annualized ETH staking rewards of approximately $396 million at scale (assuming Bitmine's ETH is fully staked by MAVAN and its staking partners), currently projected annualized staking revenues of approximately $340 million, and the 7-day yield of 2.67% (annualized); (iv) MAVAN's intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure, and its intended position as a premier Ethereum staking destination for BMNR and institutional investors; (v) expectations regarding future ETH and other digital asset price performance, including statements regarding ETH's performance relative to the S&P 500 and other macro assets in 3Q26 and the expectation that institutions will add to their crypto holdings; (vi) management's belief that multiple positive catalysts exist heading into the final months of 2026, including the CLARITY Act vote scheduled for mid-September 2026, renewed buying by Korean investors and rotation away from AI stocks, the view that the four-year crypto cycle is bottoming within the next few weeks, and the expectation of sizable institutional participation in buying crypto in the final months of 2026, including the anticipated tailwinds of tokenization and agentic-AI; (vii) statements and expectations regarding the ETH/BTC ratio, including that the ratio will rise in the upcoming crypto cycle driven by Wall Street tokenizing on the blockchain and by agentic-AI using blockchains; (viii) management's belief that the GENIUS Act and SEC Project Crypto are "as transformational to financial services" as the end of the Bretton Woods system in 1971, and that the resulting investments will prove better than gold; (ix) statements regarding the Company's investment in Eightco Holdings (NASDAQ: ORBS) as providing indirect exposure to OpenAI, and its investment in Beast Industries; (x) statements regarding the value of the Company's crypto, cash, marketable securities, and "moonshot" holdings, including aggregate holdings of $15.6 billion and ETH holdings representing 4.9% of the total ETH supply; and (xi) the future growth, advancement, and strategic direction of the Company's Ethereum treasury strategy, blockchain infrastructure capabilities, bitcoin mining operations, and MAVAN staking platform.

These forward-looking statements involve substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that could cause or contribute to such differences include, but are not limited to: the extreme volatility and unpredictability of digital asset prices, including ETH and Bitcoin, and the speculative nature of digital asset investments; the risk that historical ETH price movements and relative performance versus other macro assets will not recur or are not indicative of future performance; the Company's reliance on third-party pricing sources and reported market values in calculating the value of its crypto, cash, marketable securities, and "moonshot" holdings, and the risk that such values fluctuate materially after the date and time referenced in this release; changes in market conditions affecting the trading price and trading volume of the Company's common stock and Series A Preferred Stock, and the risk that the Company's inclusion in the Russell 1000 index does not produce anticipated benefits; the Company's ability to successfully execute its digital asset acquisition strategy and achieve its ETH accumulation targets, including the "Alchemy of 5%" goal; the Company's ability to finance its business operations, Ethereum treasury operations, and MAVAN expansion; operational, security, and technological risks associated with the Company's staking and validation operations, including network failures, slashing events, cybersecurity breaches, and protocol changes; the risk that actual staking participation, yields, rewards, and revenues differ materially from the projected amounts described in this release, which are based on a 7-day yield and assume ETH is fully staked at scale; competition in the digital asset treasury, staking, and mining industries; the Company's dependence on key personnel, including executive leadership; regulatory developments affecting digital assets, blockchain technology, and staking activities in the United States and globally, including the timing and outcome of the scheduled CLARITY Act vote and the ultimate enactment, implementation, and interpretation of the GENIUS Act and other pending legislation and regulatory initiatives; actions by the SEC, CFTC, and other regulatory bodies affecting digital assets and related businesses; risks related to the Company's investments in early-stage blockchain opportunities ("moonshot" investments), including the investments in Eightco Holdings and Beast Industries and any indirect exposure to OpenAI; macroeconomic factors, including inflation, interest rates, Federal Reserve monetary policy, labor market conditions, investor flows in international markets, and general economic conditions affecting investor sentiment toward digital assets; the accuracy of management's expectations regarding the ETH/BTC ratio and the impact of tokenization and agentic-AI applications on Ethereum; the unpredictability of cryptocurrency market cycles and the accuracy of expectations regarding future crypto cycles, including whether the four-year cycle bottoms as anticipated and whether institutional participation materializes; changes to the Ethereum protocol, including staking mechanics, validator requirements, and reward structures; risks related to AI systems and their potential impact on cryptocurrency markets and blockchain technology; the performance of third-party service providers, exchanges, custodians, and staking partners; risks related to the concentration of the Company's assets in digital currencies, particularly Ethereum; and the other risk factors described in the Company's filings with the SEC.

The forward-looking statements contained in this press release are based on information available to management as of the date of this release and reflect management's current expectations, estimates, forecasts, projections, views, and beliefs concerning future events and circumstances. Actual results may vary materially from those expressed or implied by forward-looking statements based on a number of factors, including those described above and in the Risk Factors section of the Company's Annual Report on Form 10-K for the fiscal year ended September 30, 2025 filed with the SEC on November 21, 2025, the Company's Quarterly Reports on Form 10-Q, and the Company's other filings with the SEC, as amended or updated from time to time. Copies of these filings are available on the SEC's website at www.sec.gov and on the Company's website at https://Bitminetech.io/investor-relations/. The Company cautions readers not to place undue reliance on any forward-looking statements, which speak only as of the date on which they are made. Bitmine expressly disclaims any obligation or undertaking to update, revise, or supplement any forward-looking statements to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statements are based, except as required by applicable law or regulation.

SOURCE Bitmine Immersion Technologies, Inc.

-

Falcon now runs on Google Cloud, accelerating platform consolidation with the flexibility to deploy CrowdStrike on customers’ hyperscaler of choice

AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2026--CrowdStrike (NASDAQ: CRWD) today announced the CrowdStrike Falcon® platform is now available on Google Cloud infrastructure, giving customers access to its leading AI-native security platform.

As AI workloads expand in the cloud, organizations need control over where sensitive data is processed and resides. Running Falcon on U.S. regional Google Cloud infrastructure expands deployment flexibility and reduces operational complexity, while meeting data sovereignty requirements. With Falcon, customers maintain unified protection across AI agents, endpoints, identities, cloud, and data through a single sensor, console, and data layer.

“Every enterprise has become a multi-cloud organization,” said Daniel Bernard, chief business officer at CrowdStrike. “By bringing Falcon to Google Cloud, we’re giving customers greater choice on where they run their business, making it easier than ever before to consolidate cybersecurity on the platform they trust to stop breaches.”

One Platform for the Multi-Cloud Enterprise

As organizations expand across clouds and regions, fragmented security creates complexity and gaps adversaries actively exploit. Falcon on Google Cloud gives customers a unified security platform across their environments while providing greater choice in where data is stored. Starting with the U.S., CrowdStrike plans to expand Falcon to additional Google Cloud regions, enabling in-region data processing to meet data localization requirements.

“Robust cybersecurity and data sovereignty remain critical components of every enterprise’s multi-cloud and AI strategy,” said Brian Goldstein, vice president, strategic AI and ISV, at Google Cloud. “Utilizing Google Cloud’s secure infrastructure, CrowdStrike can power unified protection capabilities that reduce operational complexity and help organizations protect their critical data and AI workloads with confidence.”

About CrowdStrike

CrowdStrike (NASDAQ: CRWD), a global cybersecurity leader, has redefined modern security with the world’s most advanced cloud-native platform for protecting critical areas of enterprise risk – endpoints and cloud workloads, identity and data.

Powered by the CrowdStrike Security Cloud and world-class AI, the CrowdStrike Falcon® platform leverages real-time indicators of attack, threat intelligence, evolving adversary tradecraft, and enriched telemetry from across the enterprise to deliver hyper-accurate detections, automated protection and remediation, elite threat hunting, and prioritized observability of vulnerabilities.

Purpose-built in the cloud with a single lightweight-agent architecture, the Falcon platform delivers rapid and scalable deployment, superior protection and performance, reduced complexity, and immediate time-to-value.

CrowdStrike: We stop breaches.

Learn more: https://www.crowdstrike.com/
Follow us: Blog | X | LinkedIn | Instagram
Start a free trial today: https://www.crowdstrike.com/trial

© 2026 CrowdStrike, Inc. All rights reserved. CrowdStrike and CrowdStrike Falcon are marks owned by CrowdStrike, Inc. and are registered in the United States and other countries. CrowdStrike owns other trademarks and service marks and may use the brands of third parties to identify their products and services.

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Philadelphia, Pennsylvania--(Newsfile Corp. - August 31, 2026) - Berger Montague, a leading national plaintiffs' law firm, announces a class action lawsuit against Pentair plc (NYSE: PNR) ("Pentair" or the "Company") on behalf of investors who purchased or acquired Pentair securities during the period from March 11, 2025 through July 14, 2026 (the "Class Period").

Q&A

What is this lawsuit about?

According to the complaint, between March 11, 2025 and July 14, 2026, Pentair and certain executives failed to disclose that: (1) there was significant destocking of inventory in the Pool channel; and (2) as a result, the Company's sales and operating income were adversely affected. The truth allegedly began to emerge on July 14, 2026, after the market closed, when Pentair announced preliminary second quarter 2026 financial results, disclosing that Pool channel destocking had reduced Pool segment sales by approximately $170 million and Pool segment income by approximately $105 million. As a result, second quarter 2026 sales were expected to be down 17 percent versus the prior guide of approximately 1 percent growth, and full year 2026 sales were expected to be down approximately 4 percent to 7 percent versus the prior guide of up 2 percent to 4 percent. Pentair also announced the immediate departure of its Chief Financial Officer. On this news, Pentair's stock price fell $11.35, or 15%, to close at $64.33 per share on July 15, 2026, on unusually heavy trading volume.

Who is Pentair?

Pentair plc, headquartered in London, describes itself as a leader in helping the world sustainably move, improve, and enjoy water. The Company operates through three segments: Flow, Water Solutions, and Pool. The Pool segment designing and selling residential and commercial pool equipment, including pumps, filters, heaters, and automatic controls.

What do I need to do?

Investor Deadline: Investors who purchased or acquired Pentair securities during the Class Period may, no later than October 2, 2026, seek to be appointed as a lead plaintiff representative of the class.

To learn more or discuss your rights, contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015 or Caitlin Adorni at [email protected] or (267) 764-4865 or visit our website.

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:

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/312043

Source: Berger Montague

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CARLSBAD, Calif., Aug. 31, 2026 (GLOBE NEWSWIRE) -- Viasat, Inc. (NASDAQ: VSAT), a global leader in satellite communication technology, today announced that its ViaSat-3 F3 satellite has entered service, with capacity now available for customers operating across fast-growing markets in the Asia-Pacific region. The milestone marks the beginning of revenue-generating operations for one of the most advanced high throughput communications satellites ever deployed. ViaSat-3 F3 is expected to deliver greater flexibility, coverage, and capacity with competitive bandwidth economics driving new growth opportunities across Viasat's markets.

"Viasat-3 F3’s advanced technology, including its ability to maximize regional capacity density on demand within premium mobility markets, will drive growth and improved blended average yield and incremental cash economics across our portfolio,” said Mark Dankberg, Chairman and CEO of Viasat. “Asia-Pacific presents a unique challenge for satellite connectivity, with demand concentrated in specific corridors and markets across a vast geography. ViaSat-3 F3 gives us the flexibility to direct high operating leverage capacity where demand and opportunity are greatest.”

ViaSat-3 F3 is designed to deliver more than one terabit per second of throughput capacity and is the second of three satellites in Viasat's next-generation Ka-band constellation. This enhanced capacity will allow the company to pursue growth opportunities in underpenetrated attractive markets.

ViaSat-3 constellation nearing completion
With ViaSat-3 F1 in service since 2024, ViaSat-3 F3's service entry brings the company’s next-generation ViaSat-3 fleet to two high throughput satellites. ViaSat-3 F2, which will serve the Americas, is in the final stages of in-orbit testing and expected to enter service soon, at which point the company's next-generation constellation will be complete.

About Viasat
Viasat is a global technology company that believes everyone and everything in the world can be connected. With offices in 24 countries around the world, our mission shapes how consumers, businesses, governments and militaries around the world communicate and connect. Viasat is developing the ultimate global communications network to power high-quality, reliable, secure, affordable, fast connections to positively impact people’s lives anywhere they are — on the ground, in the air or at sea — while building a sustainable future in space. In May 2023, Viasat completed its acquisition of Inmarsat, combining the teams, technologies and resources of the two companies to create a new global communications partner. Learn more at www.viasat.com, the Viasat News Room or follow us on LinkedIn, X, Instagram, Facebook, Bluesky, Threads, and YouTube.

Copyright © 2026 Viasat, Inc. All rights reserved. Viasat, the Viasat logo and the Viasat Signal are registered in the U.S and in other countries to Viasat, Inc. All other product or company names mentioned are used for identification purposes only and may be trademarks of their respective owners.

Viasat, Inc. Contacts
Scott Goryl / Daniel Bleier, Corporate Communications, [email protected]
Lisa Curran / Peter Lopez, Investor Relations, [email protected]

Forward-Looking Statements
This press release contains forward-looking statements that are subject to the safe harbors created under the Securities Act of 1933 and the Securities Exchange Act of 1934. Forward-looking statements include, among others, statements related to the performance, capabilities and anticipated benefits of the ViaSat-3 satellites, including expected capacity, coverage and flexibility; anticipated timing of ViaSat-3 F2 service entry; and anticipated financial and operational impacts, including revenue generation and growth opportunities. Readers are cautioned that actual results could differ materially and adversely from those expressed in any forward-looking statements. Factors that could cause actual results to differ include: risks associated with operation of the ViaSat-3 class satellites, including the effect of any anomaly, operational failure or degradation in satellite performance; the ability to realize the anticipated benefits of the ViaSat-3 satellite platforms; unexpected expenses or delays related to the satellite system; the ability to successfully implement Viasat's business plan for broadband satellite services on Viasat's anticipated timeline or at all, including with respect to the ViaSat-3 satellite platform; contractual problems, product defects, manufacturing issues or delays; regulatory issues; technologies not being developed according to anticipated schedules, or that do not perform according to expectations; and increased competition and other factors affecting the connectivity sector, generally. In addition, please refer to the risk factors contained in Viasat's SEC filings available at www.sec.gov, including Viasat's most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Readers are cautioned not to place undue reliance on any forward-looking statements, which speak only as of the date on which they are made. Viasat undertakes no obligation to update or revise any forward-looking statements for any reason.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/83b43949-4417-429b-9052-0fc9cbba352a

ViaSat-3 F3 satellite over Asia-Pacific ViaSat-3 F3 is one of the most advanced high throughput communications satellites ever deployed. Via...

SAN DIEGO, Aug. 31, 2026 (GLOBE NEWSWIRE) -- Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS), a technology company in defense, national security, and global markets, today announced that it recently received an approximate $35 million National Security-related military-grade hardware production program award. It is expected that the hardware and related systems being produced and supported under this recent award will be in direct support of the warfighter in the field.

Kratos is an industry leader in the engineering, design, development and production of military grade hardware and systems in support of the United States and its Allies’ mission critical national security priorities. Kratos is currently in large-scale production in support of multiple national security related systems and programs of record, including in the areas of hypersonics, counter-unmanned aerial systems, air defense, missiles, radars, and high-powered directed energy and other initiatives.

Tom Mills, President of Kratos C5ISR, said, “Kratos is a recognized industry leader in the engineering and large-scale production of military grade hardware in support of certain of the United States’ and its allies’ most important National Security programs and initiatives. If a customer wants its product or system engineered correctly up front, for successful, on-schedule, on-budget production, we believe that we are the preferred, go to partner.”

Eric DeMarco, Kratos’ President and CEO, said, “Kratos’ C5ISR Business is a crown jewel of Kratos and a national asset for our country. Kratos has the workforce, infrastructure, technical capability and past performance qualifications to successfully complete the mission and engineer and build mil-spec hardware and weapon systems correctly the first time for our partners and customers.”

Work under this program award will be performed at a secure Kratos facility. Due to customer, National Security related and other considerations, no additional information will be provided related to this contract award.

About Kratos Defense & Security Solutions
Kratos Defense & Security Solutions, Inc. (Nasdaq: KTOS) is a technology, products, system and software company addressing the defense, national security, and global markets. Kratos makes true internally funded research, development, capital and other investments, to rapidly develop, produce and field solutions that address our customers' mission critical needs and requirements. At Kratos, affordability is a technology, and we seek to utilize proven, leading-edge approaches and technology, not unproven bleeding-edge approaches, with Kratos' approach designed to reduce cost, schedule and risk, enabling us to be first to market with cost effective solutions. We believe that Kratos is known as an innovative disruptive change agent in the industry, a company that is an expert in designing products and systems up front for successful rapid, large quantity, low-cost future manufacturing which is a value-add competitive differentiator for our large traditional prime system integrator partners and also to our government and commercial customers. Kratos' primary business areas include virtualized ground systems for satellites and space vehicles; jet-powered unmanned aerial drone systems; advanced vehicles and rocket systems; propulsion systems for drones, missiles, loitering munitions, supersonic systems, spacecraft, and launch systems; C5ISR and microwave electronic products for missile, radar, missile defense, space, satellite, counter-UAS, directed energy, communication, and other systems; and virtual and augmented reality training systems for the warfighter. For more information, visit www.KratosDefense.com and follow Kratos on LinkedIn and X.

Notice Regarding Forward-Looking Statements
Certain statements in this press release may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. These forward-looking statements are made on the basis of the current beliefs, expectations and assumptions of the management of Kratos and are subject to significant risks and uncertainty. Investors are cautioned not to place undue reliance on any such forward-looking statements. All such forward-looking statements speak only as of the date they are made, and Kratos undertakes no obligation to update or revise these statements, whether as a result of new information, future events or otherwise. Although Kratos believes that the expectations reflected in these forward-looking statements are reasonable, these statements involve many risks and uncertainties that may cause actual results to differ materially from what may be expressed or implied in these forward-looking statements. For a further discussion of risks and uncertainties that could cause actual results to differ from those expressed in these forward-looking statements, as well as risks relating to the business of Kratos in general, see the risk disclosures in the Annual Report on Form 10-K of Kratos for the year ended December 29, 2025, and in subsequent reports on Forms 10-Q and 8-K and other filings made with the SEC by Kratos.

Press Contact: 
Claire Cantrell
[email protected]

Investor Relations: 
877-934-4687
[email protected]

A tokenized stock can now remain part of a trader’s market exposure while funding a leveraged position. Selling it for USDC first is no longer required. Ondo Perps has added tokenized Circle (CRCLon), SpaceX (SPCXon) and SanDisk (SNDKon) as eligible collateral. Traders can retain exposure to those assets while using them to support perpetual futures trades. 

The addition arrives during a strong year for onchain equities. Tokenized stocks reached roughly $1.8 billion in market capitalization in August and accounted for about 15% of the tracked real-world asset market, three times their share at the start of 2026. 

Ondo held the largest slice at roughly $957 million on August 17.

New Ondo Stocks collateral just went live:

▸ $CRCLon (Tokenized Circle)
▸ $SPCXon (Tokenized SpaceX)
▸ $SNDKon (Tokenized SanDisk)

This unlocks the basis trade for these assets: holding spot & shorting the perp to capture funding when rates are positive.

Ondo Perps has… pic.twitter.com/AU8mz2aW52

— Ondo Perps (@OndoPerps) August 20, 2026

Collateral Changes Things
Spot tokenization gives investors blockchain-based exposure to equities. Collateral lets the same capital support another trade while the investor retains market exposure.

Ondo designed Perps so that traders can use tokenized securities alongside stablecoins as multi-asset collateral, including an equity token linked to one company to support a perpetual contract linked to another. The company also pitches the combination of spot assets and perps as an early form of onchain prime brokerage.

The immediate use case is hedging. A trader holding a tokenized equity can open an offsetting perpetual trade on the same venue. Basis strategies add another use, where investors can hold the spot token, short its perpetual future and collect funding when rates are positive.

Of course, collateral quality is important. Perpetual markets depend on reliable pricing and enough liquidity to manage liquidations during volatile periods. Equities also bring dividends, stock splits and other corporate actions into the risk model.

Ondo says its tokenized stocks and ETFs are backed by corresponding securities and cash in transit, with underlying holdings kept at US-registered broker-dealers or US-chartered national trust companies. An independent verification agent reviews the backing each business day.

Ondo Stocks are being put to work.

Nearly $20M in Ondo Stocks serves as productive collateral on @OndoPerps, backing positions and unlocking the basis trade.

Hold the asset, trade the move. All made possible by Ondo Finance technology. https://t.co/rnNLP0OeYW

— Ondo Finance (@Ondo) August 25, 2026

Tokenized Equities are Already Entering Credit Markets
In February, Ondo brought SPYon and QQQon into Morpho lending markets, allowing the tokenized S&P 500 and Nasdaq-100 ETF products to serve as collateral for borrowing. Gauntlet provides risk management for the markets. 

Chainlink data feeds for Ondo assets including SPYon, QQQon and TSLAon also went live earlier this year, supporting collateral valuation across DeFi applications.

 Euler was among the first integrations, allowing users to borrow stablecoins against eligible tokenized stocks and ETFs. 

So, a tokenized security can begin as market exposure to a stock, then become lending collateral and support derivatives trading. Each additional use gives holders more ways to deploy the same asset across onchain finance.

A $2.8 Billion Market Finds More Uses
Ondo Stocks now offers more than 440 tokenized stocks and ETFs across Ethereum, BNB Chain and Solana. The platform has also passed $1 billion in TVL, according to Ondo and comments from managing director John Hoffman. 

Usage is certainly becoming more sophisticated. The tokenized equity market now spans spot trading, credit and leveraged derivatives, giving issuers a larger arena in which to compete.

Here’s a shift worth watching 👀

Tokenized stocks have grown from $329 million to $1.7 billion in just one year.

But crypto-linked stocks are losing ground, whereas AI and chip stocks are growing fastest.

And surprisingly, tokenized Micron and SanDisk each top Nvidia in… pic.twitter.com/zzY0UxXmUp

— BeInCrypto (@beincrypto) July 21, 2026

The addition of Circle, SpaceX and SanDisk means each asset can serve as market exposure and trading collateral inside the same system.

Collateral gives tokenized assets financial utility after issuance, turning equities into components of onchain portfolio management.

Bitwise’s Solana Staking ETF (BSOL) has become the first exchange-traded fund tracking Solana to surpass $1 billion in assets under management, less than a year after its launch.

The milestone comes amid a sharp increase in activity across both the Solana ETF market and the underlying token. 

BSOL recorded more than $126 million in trading volume on Friday, its strongest single-day performance to date. Trading volume also exceeded $500 million across the seven sessions preceding the latest record.

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The fund has attracted inflows for seven consecutive trading days, bringing cumulative ETF inflows into Solana products to approximately $1.26 billion. That figure represents roughly 2.2% of SOL's current market capitalization, highlighting the growing scale of exchange-traded demand relative to the underlying market.

Institutional accumulation has also continued outside the ETF market. DeFi Dev Corp purchased another 19,000 SOL for approximately $1.86 million, taking its holdings to around 2.33 million SOL, worth approximately $182 million based on the figures provided.

Bitwise's XRP ETF has also continued to attract capital. The product recorded an inflow of $15.40 million, while its assets under management stood at approximately $603 million at the time of writing.

Together, the figures point to increasing institutional participation across crypto assets beyond Bitcoin and Ethereum, with Solana emerging as one of the main beneficiaries of the shift.

Leverage adds momentum to SOL's moveThe ETF activity has coincided with a strong move in SOL. The token gained roughly 19% over the past week, although the rally has subsequently encountered some selling pressure.

Futures activity has been particularly pronounced. Futures trading volume reached approximately $14.6 billion, compared with around $1.7 billion in spot volume. The large difference suggests that derivatives and leveraged positioning have played an important role in amplifying SOL's recent price movement.

At the latest reading, SOL was trading at $103.43, down 2.25% over 24 hours. Its market capitalization stood at approximately $60.42 billion, representing a 2.23% daily decline.

Trading activity remained elevated despite the pullback. Daily volume fell 16.15% to $4.94 billion, leaving the volume-to-market-capitalization ratio at approximately 8.17%.

The combination of rising ETF demand and elevated derivatives activity creates a more complex picture for SOL. Institutional inflows can provide sustained buying pressure, while heavy futures activity can accelerate both upward and downward moves as leveraged positions are opened or closed.

Another factor investors are watching is Solana's changing monetary policy.

Faster disinflation changes SOL's supply outlookSolana validators recently approved a proposal to accelerate the network's disinflation schedule. The vote was the first proposal to pass under Solana's new on-chain governance system.

Known as SGP-0002, or "Double Disinflation," the proposal increases the annual disinflation rate from 15% to 30%. Importantly, it does not alter Solana's long-term inflation target, which remains at 1.5%.

Final voting results showed 67% support for the proposal, compared with 25.16% opposed and 7.84% abstaining. Participation represented 60.7% of eligible stake.

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The accelerated schedule means Solana could reach its terminal 1.5% inflation rate considerably sooner. Solana Compass estimates that the target could now be reached in approximately 2.8 years, compared with around 5.7 years under the previous schedule.

The change is expected to reduce the number of new SOL entering circulation. Estimates indicate that approximately 18.9 million fewer SOL could be issued over the next six years under the revised schedule.

For existing SOL holders, lower issuance could reduce dilution over time. The trade-off is that the faster reduction in inflation also means lower staking rewards for validators and delegators.

The monetary-policy change therefore adds another variable to the investment case for SOL. While ETF demand and institutional accumulation are increasing access to the asset, the network itself is simultaneously moving toward a lower rate of new-token issuance.

For now, the combination of stronger exchange-traded demand, substantial derivatives activity and a tightening issuance trajectory is putting Solana at the center of renewed institutional interest. 

The sustainability of the move, however, will depend on whether ETF inflows continue and whether the current futures-driven momentum can translate into lasting spot demand.

New integration automates Commvault cyber recovery actions within Charlotte Agentic SOAR workflows, helping accelerate forensic investigations and incident response

, /PRNewswire/ -- Commvault (NASDAQ: CVLT), a leader in unified resilience at enterprise scale, today announced a new integration with CrowdStrike that makes Commvault cyber recovery actions available as native steps within Charlotte Agentic SOAR workflows. The integration enables joint customers to automate Commvault recovery actions as part of security workflows, helping accelerate response and forensic investigations while reducing manual coordination between security and recovery teams.

AI-driven automation is helping organizations detect, investigate, and respond to threats at machine speed, yet fragmented tools and workflows can slow security teams at critical moments. The new purpose-built connector enables security teams to incorporate Commvault cyber recovery actions directly into workflows orchestrated by Charlotte Agentic SOAR and rapidly accelerate investigation, response, and recovery. Key capabilities include:

Restrict access in Commvault to help prevent unauthorized changes during an active incident. Preserve clean recovery options by automatically suspending Commvault backup data aging policies to retain viable recovery points during active incidents. Accelerate forensic investigations by restoring potentially compromised assets into Commvault Cleanroom, enabling investigators to begin analysis without disrupting production systems. "Security and recovery teams need to move quickly and in coordination during an incident," said Vidya Shankaran, Field CTO, Commvault. "Our integration with CrowdStrike Charlotte Agentic SOAR makes Commvault cyber recovery actions available directly within security workflows, helping joint customers reduce manual handoffs and accelerate investigation and response. This strengthens cyber resilience and simplifies how security and recovery teams work together seamlessly."

Today's news is the latest in a series of integrations with CrowdStrike: Falcon Insight XDR brought CrowdStrike threat intelligence into Commvault Cloud; Falcon Next-Gen SIEM extended visibility; and the new Charlotte Agentic SOAR integration enables Commvault cyber recovery actions to be incorporated directly into automated security workflows.

Availability
The integration between Commvault and Charlotte Agentic SOAR is generally available for joint Commvault and CrowdStrike customers. The integration is also available through the CrowdStrike Marketplace. For more information, visit the Commvault and CrowdStrike joint partner page.

About Commvault
Commvault (NASDAQ: CVLT) is a leader in unified resilience at enterprise scale. In a constantly evolving threat landscape, Commvault keeps customers ready by unifying data security, identity resilience, and cyber recovery, on one cloud-native, AI-enabled platform. Customers trust Commvault to conduct the fastest, most complete recoveries – not just their data, but their entire business. Purpose-built for the agentic enterprise, Commvault also enables organizations to safely embrace AI while protecting against AI-driven threats.

SOURCE COMMVAULT

California utility stocks tanked after Gov. Gavin Newsom and state legislators reached a deal on bill effectively limiting the liability related to wildfire damages faced by insurers. S&P 500 stocks Edison International (EIX) sold off 10% and PG&E (PCG) plummeted 15%, according to MarketSurge.

The two companies were the worst-performing names in the S&P 500 on Monday morning.

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Meanwhile, Sempra (SRE), the holding company that owns San Diego Gas & Electric (SDG & E) and Southern California Gas Company, was down about 3.5%.

The bill pitted insurance companies against utility providers over the question of who would pay for wildfire damages caused by faulty utility-owned equipment. At the heart of the matter is the right insurers to sue utility companies to recoup the insurance payouts made in the aftermath of wildfires. This legal maneuver, known as subrogation, helps hold down insurance rates. But it can force utility companies to charge ratepayers — ordinary customers — higher prices in order to cover the cost of such liabilities.

Stock Market Today: Oil Prices Jump On Renewed Iran Fighting

However, insurance companies have found that their subrogation rights are valuable in their own right. They have taken to selling them on the open market to private equity shops and other investment firms. These then sue the utility companies, seeking the payout for themselves. The new bill would limit the sale of those rights.

It would also deny utility executives bonuses in years that their companies cause deadly wildfires.

Newsom Calls Bill 'Real Progress'
In 2019, PG&E declared bankruptcy following liability claims for a wildfire that happened a year earlier. High voltage power lines owned by the Southern California Edison caused the 2025 Eaton Fire near Los Angeles. The Eaton Fire went on to become the second-most expensive wildfire in California history, according to Cal Fire.

A January 2025 report from Verisk estimated losses from the Eaton fire at between $8 billion and $10 billion.

Newsom had originally advocated for a more expansive version of the bill that also capped the amount utilities would have to pay insurers. Doing so would lower costs for utilities, which means they wouldn't hike prices for consumers, Newsom argued.

Newsom framed the deal as an initial step in the right direction.

"This system needs full structural reform — not a partial one," Newsom said in a statement Saturday following the legislative deal. "I urge the Legislature to build on this progress next year and finish the work we started to secure the Wildfire Fund's long-term durability, stabilize electricity rates, and ensure fire victims are never again turned into unsecured creditors in a bankruptcy proceeding."

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Shares of Marvell Technology (MRVL -10.28%) declined despite the company once again reporting strong data center and artificial intelligence (AI) revenue growth when it released its fiscal second-quarter earnings on Aug. 27. However, the stock is still up more than 150% year to date as of this writing.

Let's dive into the semiconductor company's latest results and prospects to see if this dip is a buying opportunity.

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Robust data center revenue growth continues Marvell has been a big beneficiary of the AI infrastructure build-out with both its connectivity and custom chip businesses. The company is a leader in optical DSP (digital signal processing) chips, which convert electrical data into optical signals for faster data transmission within data centers. This business is growing quickly as AI data centers move away from copper wiring to optical networks. It also has strong positions in broadband analog components and scale-out switching. It sees each of these businesses moving toward a $1 billion annual revenue run rate.

The company also has a strong custom chip business. Its IP (intellectual property) is used in Amazon's custom chips, and the cloud computing leader is currently its largest customer in this area. It's also involved with Microsoft's new Maia chip. However, the big buzz was about Marvell's recently announced partnership with Alphabet that includes inference accelerators, storage controllers, NICs, memory interface controllers, and near-memory compute. Marvell said the deal is broad-based and a game changer for the company, although it looks like it won't become a meaningful contributor until fiscal 2029 (calendar year 2028).

As for its results, its overall revenue jumped by 37% year over year to $2.74 billion, while its adjusted earnings per share (EPS) soared 40% from $0.67 a year ago to $0.94. Those results were just ahead of the midpoint of management's outlook for adjusted EPS of $0.93 on revenue of $2.7 billion.

Data center revenue jumped 46% year over year in the quarter to $2.17 billion. Communication and other end market revenue, meanwhile, rose 10% year over year to $567.8 million.

Looking ahead, Marvell management guided for fiscal 2027 Q3 revenue of $3.15 billion, plus or minus 5%, which represents year-over-year growth of about 52%. It is looking for adjusted EPS of $1.05 to $1.15. Third-quarter data center revenue is projected to surge by 75%.

It also upped its fiscal 2027 revenue growth outlook, taking it from $11.5 billion to $12 billion, representing 45% growth. Its data center business is now projected to grow 60%, up from a prior forecast of 50%. Data center growth is expected to be broad-based, with a significant acceleration in its custom chip business in the second half of fiscal 2027 and into fiscal 2028.

It is now projecting fiscal 2028 revenue to climb 50% to $18 billion, up from an earlier forecast of $16.5 billion. Its data center business is projected to grow by 60%, while its custom chip business is expected to more than double.

Image source: The Motley Fool.

Is it time to buy the dip? Marvell has gone from a cheap stock, due to worries it was losing its lead partnership position with Amazon's custom chips, to an expensive stock riding a big optical interconnect wave. Even after this recent dip, the stock now trades at a forward price-to-earnings (P/E) ratio of under 34 times fiscal 2028 estimates (ending January).

The company's deal with Alphabet should kick in around the same time it loses any potential growth tied to future iterations of Amazon chips, which is a big win. Meanwhile, its optical opportunity is still in its relatively early stages and has the potential to be a huge growth driver. While I wouldn't jump on the stock right now, I do think it would become interesting on any further pullback.

CHICAGO--(BUSINESS WIRE)--GE HealthCare (Nasdaq: GEHC) recently achieved CE Mark for Photonova Spectra,i an advanced photon-counting computed tomography (PCCT) system with the company’s proprietary Deep Silicon™ detector technology. The regulatory milestone expands access and enables clinical adoption of the technology in CE Mark–observing countries and underscores GE HealthCare’s commitment to purposeful, customer-driven innovation in computed tomography (CT).

"We are proud to deliver this new generation of photon-counting CT to the clinicians and patients around the world it was intentionally designed to serve." -- Chad Rowland, Executive Director, Global CT, GE HealthCare.

Share “We are proud to deliver this new generation of photon-counting CT to the clinicians and patients around the world it was intentionally designed to serve,” shares Chad Rowland, Executive Director, Global CT, GE HealthCare. “At its core is our Deep Silicon detector technology, which enables Photonova Spectra to capture remarkably detailed, spectral information in every scan. That level of clarity and consistency aims to make a meaningful difference in both cutting-edge research and day‑to‑day care – from helping teams see subtle findings confidently to reducing steps across a wide range of exams. Ultimately, this innovative technology was created to advance imaging as well as support the people who rely on it.”

As healthcare providers navigate rising patient volumesii and increasing diagnostic complexity,iii clinicians need clear, timely answers to inform decisions across care pathways. Photonova Spectra was intentionally engineered to help clinicians address these realities.

By harnessing the full potential of GE HealthCare’s proprietary Deep Silicon detector technology, the system’s ultra-high definition (UHD) imaging is designed to work with wide coverage, enabling fast acquisition speeds and the precise visualization of subtle tissue variations, small lesions and vascular structures. With on-demand spectral and spatial imaging for every scan and a one protocol setup for many exams, Photonova Spectra also seeks to empower clinicians to detect, characterize and monitor disease with confidence as well as reducing complexity and supporting efficiency.

“Deep Silicon brings a meaningful evolution to photon-counting CT. Silicon's unique properties as a semiconductor enables precise photon energy measurement, helping power advanced spectral imaging capabilities,” adds Johan de Mey, MD, PhD, Chair of Radiology, UZ Brussel - Vrije Universiteit Brussel. “For us, that may offer new opportunities to differentiate materials like iodine, calcium and fat, as well as provide image quality that holds up even in challenging patient scenarios. Additionally, with Photonova Spectra’s rapid 0.23‑second rotation speed and 80 mm detector coverage, we can achieve fast, motion‑free acquisitions across care areas, helping ensure that detail and diagnostic confidence aren’t compromised. These advancements aim to provide a more reliable picture of how a condition is evolving or whether a treatment is truly working, supporting more timely and informed decisions for every patient.”

The clinical potential of Photonova Spectra with Deep Silicon spans a wide range of specialties, seeking to unlock new levels of clarity, detail, and diagnostic confidence with the technology's design, including:

Neurology: Excellent visualization of tiny structures like the inner ear and clear delineation between brain grey and white matter at the same time.iv Oncology: Clear lesion characterization and precise quantification due to the system’s Deep Silicon detectors – helping clinicians make confident decisions for cancer detection. Its iodine mapping also aims to help clinicians distinguish oncological findings and support treatment monitoring. Musculoskeletal imaging: Impressive visualization of small fractures and bone marrow edema, supporting detailed assessments for orthopedic care. Thoracic imaging: Ultra-high definition chest scans, capable of revealing fine details with exceptional clarity. Cardiology: Wide coverage that provides robust imaging, while combining ultra-high definition and spectral imaging to enable in-stent lumen assessment, plaque characterization and myocardial assessment. Photonova Spectra’s advanced photon-counting architecture and Deep Silicon detector design also aim to open new possibilities for research, including quantitative imaging, tissue characterization, and spectral biomarker discovery. By enabling richer spectral data, the system may also allow researchers to explore novel clinical applications and imaging protocols that were previously constrained by conventional CT technology.

“Across Europe, clinicians are looking for imaging solutions that keep pace with rising demand while elevating diagnostic confidence,” says Catherine Estrampes, President & CEO, Global Markets, GE HealthCare. “Deep Silicon photon‑counting CT gives them both – the clarity needed to see what truly matters and the efficiency required to deliver it consistently. With CE Mark for Photonova Spectra, we’re bringing this technology to European care teams with the added strengths of Deep Silicon, ultra‑high definition imaging, and wide detector coverage to help support fast, robust acquisitions. It’s about giving clinicians tools that help them move quickly and decisively and giving their patients the reassurance that their care is guided by the best information possible.”

Photonova Spectra is intentionally designed to manage the significant data volumes generated by photon-counting CT, harnessing up to 50 times more datav than conventional CT by using NVIDIA’s accelerated computing platform and CUDA-optimized reconstruction to turn rich spectral datasets into timely, clinically actionable images while helping maintain smooth, efficient workflows.

Workflow efficiency is further supported by a one-scan, universal full fidelity approach intended to reduce exam-specific protocols and enable automated reconstruction of ultra-high definition spectral images on demand. The CT ONE operator environment and automated features – including Auto Positioning – are designed to help improve consistency across GE HealthCare systems and simplify the overall CT workflow.

Advancing innovation through global collaboration

Additionally, GE HealthCare is expanding collaborations across clinical disciplines to further evaluate Photonova Spectra and accelerate new discoveries:

UZ Brussel – Vrije Universiteit Brussel (Brussels, Belgium): A premier European academic medical center collaborating to assess the advanced capabilities of Photonova Spectra across multiple clinical domains, including cardiology, oncology, and spectral imaging. In particular, the collaboration will support the evaluation of advanced imaging applications, generating valuable clinical evidence and optimizing imaging protocols to facilitate broader adoption in routine clinical practice. Rigshospitalet (Copenhagen, Denmark): A leading university hospital for highly specialized diagnostics and treatments collaborating to explore broad the clinical applications of GE HealthCare’s photon-counting CT system. The collaboration will include a focus on low-dose imaging, enhanced tissue characterization, and the use of spectral data across complex clinical cases such as neurology, cardiology, oncology, and musculoskeletal imaging. These collaborations and the advanced architecture of Photonova Spectra could open new avenues for research in quantitative imaging, tissue characterization, and spectral biomarker development.

With CE Mark now achieved, GE HealthCare will begin commercial activities in countries that observe CE Mark.

News of Photonova Spectra’s latest regulatory achievement quickly follows its 510(k) clearance by the U.S. Food and Drug Administration (FDA) and Japanese regulatory approval in March 2026 – further demonstrating GE HealthCare’s ability to move breakthrough innovation from introduction to regulatory validation with speed and discipline.

Photonova Spectra is a result of the company’s more than $5 billion innovation investment, leading to a wave of transformational products across the portfolio which combined are expected to drive 1-2 percent revenue growth.

For more information on GE HealthCare’s new Photonova Spectra photon-counting CT with Deep Silicon detectors, please visit gehealthcare.com.

About GE HealthCare Technologies Inc.

GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Pharmaceutical Diagnostics and Patient Care Solutions segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.

GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.

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