RTX (RTX - Free Report) ended the recent trading session at $193.39, demonstrating a -1.53% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.
Coming into today, shares of the an aerospace and defense company had gained 6.94% in the past month. In that same time, the Aerospace sector lost 2.26%, while the S&P 500 gained 1.27%.
The investment community will be paying close attention to the earnings performance of RTX in its upcoming release. The company is slated to reveal its earnings on July 23, 2026. The company is expected to report EPS of $1.66, up 6.41% from the prior-year quarter. At the same time, our most recent consensus estimate is projecting a revenue of $22.83 billion, reflecting a 5.8% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of $6.92 per share and a revenue of $93.95 billion, demonstrating changes of +10.02% and +6.03%, respectively, from the preceding year.
Investors might also notice recent changes to analyst estimates for RTX. These revisions typically reflect the latest short-term business trends, which can change frequently. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the last 30 days, the Zacks Consensus EPS estimate has witnessed a 0.15% increase. Currently, RTX is carrying a Zacks Rank of #2 (Buy).
In the context of valuation, RTX is at present trading with a Forward P/E ratio of 28.37. Its industry sports an average Forward P/E of 22.35, so one might conclude that RTX is trading at a premium comparatively.
Investors should also note that RTX has a PEG ratio of 2.69 right now. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. By the end of yesterday's trading, the Aerospace - Defense industry had an average PEG ratio of 1.55.
The Aerospace - Defense industry is part of the Aerospace sector. This industry, currently bearing a Zacks Industry Rank of 107, finds itself in the top 44% echelons of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Na Intuit byla podána hromadná žaloba kvůli údajným zavádějícím tvrzením o růstu a silných vyhlídkách, zejména u TurboTax. Firma dříve snížila celoroční výhled růstu tržeb TurboTax na 7 % z 8 % pro fiskální rok 2026.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) and certain officers. The class action, filed in the United States District Court for the Northern District of California, and docketed under 26-cv-07086, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired Intuit securities between August 22, 2025 and May 20, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.
If you are an investor who purchased or otherwise acquired Intuit securities during the Class Period, you have until September 8, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
[Click here for information about joining the class action]
Intuit provides financial management, payments and capital, compliance, and marketing products and services in the United States. The Company has four reportable business segments: (i) Global Business Solutions; (ii) Consumer; (iii) Credit Karma; and (iv) ProTax. Intuit’s Consumer segment provides do-it-yourself (“DIY”) and assisted income tax preparation products and services under the “TurboTax” brand name, whereas its ProTax segment provides tax-preparation software products and electronic tax filing, payment, and related products and services. The Company sells its products and services through direct sales channels, multichannel shop-and-buy experiences, mobile application stores, and partner and other channels.
At all relevant times, Defendants touted purportedly significant “momentum” across Intuit’s various business segments, particularly with respect to its tax-related business. Defendants attributed this purported “momentum” to, inter alia, Intuit’s purportedly significant competitive advantages, including integration of artificial intelligence (“AI”) in its business and operations.
For example, in August 2025, Defendants provided financial guidance for Intuit’s fiscal full year (“FY”) of 2026, ended July 31, 2026, including 8% revenue growth in its TurboTax business, citing “outstanding execution across our platform” and “breakthrough adoption in assisted tax” as a result of the aforementioned purported competitive advantages.
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and prospects. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) they had overstated Intuit’s competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (ii) in reality, Intuit was losing significant business in its tax-related business, particularly in its TurboTax business, as a result of, inter alia, increasing competitive and pricing pressures; (iii) accordingly, Intuit’s previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (iv) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The truth began to emerge on May 20, 2026, when, during pre-market hours, Reuters published an article entitled “Intuit to cut 17% of global jobs to streamline operations, memo shows”. Citing an internal Company memorandum and email from Defendant Sasan K. Goodarzi (“Goodarzi”), Intuit’s Chairman and Chief Executive Officer, to staff earlier in the day, the article reported that “Intuit . . . is laying off about 17% of its workforce, or about 3,000 employees worldwide, to streamline operations and sharpen focus on its key bets including its AI efforts[.]” The article further revealed that Intuit “is also winding down its Reno and Woodland Hills offices as part of a strategic restructuring to consolidate teams in key hubs, according to the memo.”
On this news, Intuit’s stock price fell $15.78 per share, or 3.95%, to close at $383.93 per share on May 20, 2026.
The same day, during post-market hours, Intuit issued a press release announcing its fiscal third quarter (“Q3”) 2026 results. Therein, Defendants reported weak Q3 2026 tax season revenue, including, inter alia, TurboTax revenue that grew by only 7% year-over-year, versus consensus estimates of at least 8% revenue growth. During the accompanying earnings call held the same day, also during post-market hours, Defendant Sandeep S. Aujla, Intuit’s Executive Vice President and Chief Financial Officer, acknowledged that, with respect to TurboTax, “we did not have the overall tax season we expected[.]” On the same call, Defendant Goodarzi likewise stated that he was “dissatisfied with our performance”, noting “[w]e faced pressure among the most price-sensitive DIY filers earning less than $50,000 a year”, and that “[w]e lost on price.” Defendant Goodarzi also revealed that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” Accordingly, Defendant Goodarzi acknowledged that “we expect TurboTax to grow 7% for the full year”—down from Defendants’ prior guidance of 8% growth—and that, “[t]o reaccelerate this part of our business,” Defendants will need to “evolve our business model by delivering the right lineups and price points to meet simple filers’ needs at the low end and lean into the power of our broader Consumer platform to monetize beyond tax.”
Following these disclosures, Intuit’s stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Chubb (CB - Free Report) closed at $346.22 in the latest trading session, marking a -2.4% move from the prior day. This change lagged the S&P 500's 0.38% gain on the day. Elsewhere, the Dow gained 0.02%, while the tech-heavy Nasdaq added 0.9%.
Shares of the insurer have appreciated by 8.5% over the course of the past month, outperforming the Finance sector's gain of 2.89%, and the S&P 500's gain of 1.27%.
Analysts and investors alike will be keeping a close eye on the performance of Chubb in its upcoming earnings disclosure. The company's earnings report is set to go public on July 21, 2026. On that day, Chubb is projected to report earnings of $6.6 per share, which would represent year-over-year growth of 7.49%. Meanwhile, our latest consensus estimate is calling for revenue of $15.89 billion, up 7.26% from the prior-year quarter.
CB's full-year Zacks Consensus Estimates are calling for earnings of $26.76 per share and revenue of $64.36 billion. These results would represent year-over-year changes of +7.95% and +7.33%, respectively.
Investors might also notice recent changes to analyst estimates for Chubb. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the last 30 days, the Zacks Consensus EPS estimate has moved 0.16% lower. Right now, Chubb possesses a Zacks Rank of #3 (Hold).
In terms of valuation, Chubb is presently being traded at a Forward P/E ratio of 13.26. This valuation marks a premium compared to its industry average Forward P/E of 12.02.
It is also worth noting that CB currently has a PEG ratio of 1.81. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Insurance - Property and Casualty industry had an average PEG ratio of 3.05 as trading concluded yesterday.
The Insurance - Property and Casualty industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 97, positioning it in the top 40% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Ensure to harness Zacks.com to stay updated with all these stock-shifting metrics, among others, in the next trading sessions.
Akcie Cardinal Health uzavřely o 1,52 % níže, zatímco trh rostl. Investoři čekají na výsledky 11. srpna 2026; odhad EPS je 2,42 USD a tržby 65,61 miliardy USD.
Cardinal Health (CAH - Free Report) ended the recent trading session at $230.11, demonstrating a -1.52% change from the preceding day's closing price. This move lagged the S&P 500's daily gain of 0.38%. Meanwhile, the Dow experienced a rise of 0.02%, and the technology-dominated Nasdaq saw an increase of 0.9%.
The stock of prescription drug distributor has risen by 3.21% in the past month, lagging the Medical sector's gain of 4.34% and overreaching the S&P 500's gain of 1.27%.
The upcoming earnings release of Cardinal Health will be of great interest to investors. The company's earnings report is expected on August 11, 2026. In that report, analysts expect Cardinal Health to post earnings of $2.42 per share. This would mark year-over-year growth of 16.35%. Meanwhile, our latest consensus estimate is calling for revenue of $65.61 billion, up 9.06% from the prior-year quarter.
For the full year, the Zacks Consensus Estimates project earnings of $10.77 per share and a revenue of $256.24 billion, demonstrating changes of +30.7% and +15.12%, respectively, from the preceding year.
Investors should also note any recent changes to analyst estimates for Cardinal Health. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.29% higher within the past month. Cardinal Health currently has a Zacks Rank of #2 (Buy).
Valuation is also important, so investors should note that Cardinal Health has a Forward P/E ratio of 19.45 right now. This signifies a premium in comparison to the average Forward P/E of 17.08 for its industry.
It is also worth noting that CAH currently has a PEG ratio of 1.14. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. By the end of yesterday's trading, the Medical - Dental Supplies industry had an average PEG ratio of 1.86.
The Medical - Dental Supplies industry is part of the Medical sector. With its current Zacks Industry Rank of 64, this industry ranks in the top 27% of all industries, numbering over 250.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Na Zoetis byla podána hromadná žaloba kvůli údajnému podvodu s cennými papíry. Firma po výsledcích za 1. čtvrtletí snížila celoroční ziskový výhled na 6,85 až 7 USD na akcii z 7,00 až 7,10 USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Zoetis and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until July 27, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Zoetis securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On May 7, 2026, Zoetis reported financial results for the first quarter of 2026. Among other items, Zoetis reported net income of $601 million, flat year over year, and cut its full year 2026 profit guidance to between $6.85 and $7 a share, down from prior guidance of $7.00 to $7.10 a share. In the earnings release, CEO Kristin Peck said that “the first quarter unfolded in a more challenging operating environment than we anticipated. Pet owners demonstrated increased price sensitivity, resulting in a decline in veterinary visits and softer demand[.]”
On this news, Zoetis’s stock price fell $23.91 per share, or 21.5%, to close at $87.31 per share on May 7, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Spark Savings na Arbitrum nově podporuje USDT0, takže vedle USDC a USDS pokrývá tři největší stablecoiny. Uživatelé mohou ukládat USDT0 bez překlápění do jiné mince.
Spark Savings on Arbitrum now supports the three largest stablecoins by market capitalization: USDC, USDS and, from today, USDT via USDT0. For wallets, treasury platforms and other builders, that means users can access Spark Savings while staying in the stablecoin they already hold, through a single savings infrastructure. Here’s why this is important for the programmable economy future we’re building towards.
Why this isn't "just another USDT deployment"
Arbitrum has bridged USDT for years. What's new is USDT0, Tether's omnichain implementation of USDT built on LayerZero's Omnichain Fungible Token (OFT) standard. Instead of yet another wrapped, fragmented representation of USDT moving around different bridges, USDT0 is a single, 1:1-backed unit of Tether liquidity that can move natively between Ethereum, Arbitrum, and a growing number of supported chains without fragmenting liquidity or introducing additional trust assumptions.
For integrators, that means supporting Spark Savings for USDT without asking users to bridge back to Ethereum, swap into another stablecoin or navigate multiple versions of USDT. Users can stay in the asset they already hold while accessing the same Spark Savings infrastructure available across supported stablecoins.
spUSDT is Spark's ERC-4626 USDT savings vault. Deposit USDT0, receive spUSDT, a transferable savings token that represents your position in the vault while continuing to accrue yield.
Like Spark's existing USDC and USDS savings vaults on Arbitrum, spUSDT follows the same ERC-4626 design, giving integrators a consistent way to support savings across multiple stablecoins.
USDT0 (spUSDT) is designed to be simple to integrate and simple to use:
No lockups, deposit and withdraw at any time
Transferable and composable with other DeFi applications through the ERC-4626 standard
Access to Spark's programmatic allocation framework, which coordinates capital across vetted DeFi venues.
Earn sustainable yield without relying on temporary incentives
With USDT0 now supported, users can access Spark Savings directly from one of Arbitrum's most widely used stablecoins without changing assets first.
With USDC, USDS, and now USDT0 supported, Spark Savings on Arbitrum now provides savings infrastructure representing over 90% of the network's stablecoin supply, according to defillama. That gives builders access to savings infrastructure across the stablecoins their users are most likely to already hold.
For users, that means staying in the stablecoin they already hold without bridging back to Ethereum or swapping into another asset just to access savings. For wallets, treasury platforms and DeFi applications, it means broader stablecoin coverage through a consistent integration model.
That matters because USDT remains the world’s largest stablecoin by supply, while Arbitrum has become one of the deepest ecosystems for stablecoin trading, derivatives, and on-chain payments. Bringing Spark Savings to USDT0 expands that coverage, making it easier for builders to offer sustainable savings across the stablecoins their users already hold.
Whatever stablecoin you're already holding or trading with on Arbitrum, there's now a Spark vault for it.
Building on Arbitrum?
Whether you're building a wallet, treasury platform or DeFi application, Spark Savings can help make your business programmable by making it easy to offer savings across the three largest stablecoins on Arbitrum.
Talk to the Spark team to learn how Spark Savings can fit into your product. [email protected]
Robinhood Chain na Arbitrum mainnetu od spuštění veřejně nasbírala téměř 600 mil. USD v TVS, 808 mil. USD denního DEX objemu a přes 800 tis. USD příjmů.
The first half of 2026 ended with a landmark milestone. On July 01, the Robinhood Chain mainnet powered by Arbitrum went live, crystallising what the ecosystem has been actively building: the finance-native platform with enterprise-grade infrastructure to power the programmable economy.
As an Arbitrum chain, Robinhood Chain remits 10% of its net revenue to the Arbitrum ecosystem. This is the same revenue-sharing model that applies across 30+ Arbitrum chains (that settle outside Arbitrum One) as part of the licence economics of this product line.
Enterprise Growth
Robinhood, a $100B fintech with 28 million users and $307B in AUM, has become the world's largest publicly listed fintech with its own blockchain, and it chose the Arbitrum Platform to build it.
In just 2 weeks since its public launch, Robinhood Chain has already achieved:
Securing almost $600M in TVS$808M+ in 24h DEX volume – 3rd-largest chain in crypto$800K+ in Revenue (~$23 million annualized run-rate)Alongside Robinhood, a broader wave of enterprise expansion took shape on Arbitrum in H1:
LG Electronics announced it’s building out a blockchain-based network for its onchain advertising network on the Arbitrum PlatformMastercard expanded stablecoin settlement support to assets on ArbitrumPayPal's PYUSD peaked at $428M on Arbitrum in Q1Cash App announced send and receive support in app for USDC with Arbitrum as a supported chainNetwork activity
Underneath the enterprise momentum, the network continued to grow.
Lifetime transactions surpassed 2.7B while adding 474M transactions in H1 alone. February 2026 accounts for an all-time-high of 133M Chain GDP has surpassed $1.7B, growing 45% YoYStablecoin holders grew 40% to 10.5M, with monthly transfer volumes exceeding $60BMarket position
Arbitrum maintained and strengthened its position across key metrics in H1.
A top-3 blockchain by protocol count, with 1,142 live projects on the Arbitrum PlatformRWA AUM at ~$850M (3x YoY) and consistently leading by deployment count with 2,000+ assetsDerivatives broke out in H1: open interest grew 434% in six months, peaking at $1.5B and exceeding the combined open interests on Ethereum and SolanaFinancial resilience
ArbitrumDAO continued to operate with structural efficiency through H1 despite market volatility.
ArbitrumDAO maintained 97%+ gross margins across protocol revenue streams throughout H1 Held $125M+ in non-native treasury assets (ETH, RWAs & stablecoins) as of June-endProduct readiness
The Arbitrum technology stack continued to outpace adoption throughout H1.
Dynamic pricing went live on Arbitrum One, giving businesses predictable transaction costs at scale. Compliance tooling, ZK-proof settlement, confidentiality infrastructure, and new economic levers for dedicated chains are actively in development. The full architecture is laid out here for anyone evaluating what the platform looks like at the next stage of scale.
The Robinhood announcement is the headline. But the six months that preceded it are the reason it happened here and not somewhere else.
Northrop Grumman zahájil výstavbu nové budovy v Roy Innovation Center v Utahu pro program Sentinel amerického letectva a další obranné mise. Projekt má vytvořit stovky pracovních míst a podpořit dodání první schopnosti Sentinel do počátku 30. let.
As the largest defense contractor in Utah, the company marks a pivotal moment for growth, aerospace innovation and national defense investment July 14, 2026 17:58 ET | Source: Northrop Grumman Corporation
ROY, Utah, July 14, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman (NYSE: NOC) broke ground on a new building at its expansive Roy Innovation Center (RIC), the central campus tailor-made to develop the U.S. Air Force Sentinel Intercontinental Ballistic Missile (ICBM) program and other critical aerospace and defense missions. Northrop Grumman’s investment to expand the footprint of the Sentinel program will create hundreds of new jobs and supports the accelerated timeline to deliver Sentinel initial capability to the U.S. Air Force by the early 2030s while enabling long-term growth across multiple national security programs.
The new addition brings the RIC campus to a total of six state-of-the-art buildings and more than 1.1 million square feet of office space, providing capacity for more than 5,000 employees supporting strategic deterrence and advanced aerospace programs. Construction of the new Legacy Building begins this summer and will be completed by 2028.
As the largest defense contractor in Utah, Northrop Grumman’s continued investments in the state are having a significant economic impact while creating hundreds of new jobs across multiple missions and programs. Northrop Grumman directly employs over 11,000 Utahns and, according to a recent study, supports more than 46,000 jobs across the state, generating over $12.4 billion for the economy.
Tony Nolls, Director of Operations, Northrop Grumman; Taylor Woodbury, CEO, Woodbury Construction; Sarah Willoughby, Vice President and General Manager, Sentinel Program Director, Northrop Grumman; Spencer J. Cox, Utah Governor; Ben Davies, Corp. Vice President & President, Defense Systems, Northrop Grumman; Amanda Davis, Vice President and Sentinel EMD Program Manager, Northrop Grumman; Joshua Johnson, Vice President of Business Management, Northrop Grumman. (Photo Credit: Northrop Grumman)
"As Utah's largest aerospace and defense employer, Northrop Grumman is a cornerstone of our state's economy and a key contributor to our nation's security. We are proud to partner with Northrop Grumman as it advances aerospace innovation, strengthens advanced manufacturing, and creates high-quality jobs across Utah. Together, we are ensuring Utah remains a leader in the technologies and capabilities that support our national defense. For generations, Utah has embraced the responsibility of advancing the strategic deterrence mission, and we are proud to uphold and continue that legacy," said Utah Governor Spencer Cox.
“Utah’s world-class talent pool, strategic location to Hill Air Force Base and supportive community make it the ideal home for this expansion of Sentinel and other critical missions we support from this site,” said Ben Davies, corporate vice president and president, Northrop Grumman Defense Systems. “This groundbreaking symbolizes our longstanding commitment to the state and reinforces our investment in national security and local prosperity through an enduring presence that will support multiple missions for decades to come.”
Over the past five years, Northrop Grumman has invested $13.5 billion in infrastructure and R&D, including $2 billion dedicated to solid rocket motor capacity and capabilities—that accelerate and scale production for the Sentinel program and strengthen the broader strategic deterrence and space launch industrial base. As Sentinel continues to advance, Northrop Grumman remains focused on delivering warfighter capabilities that balance breakthrough technology, affordability and speed across a portfolio of missions that rely on our Utah facilities and teams.
Northrop Grumman is a leading global aerospace and defense technology company. Our pioneering solutions equip our customers with the capabilities they need to connect and protect the world and push the boundaries of human exploration across the universe. Driven by a shared purpose to solve our customers’ toughest problems, our employees define possible every day.
Ledger přidal podporu fee abstraction pro Celo, takže uživatelé mohou platit gas v 18 tokenech místo jen v CELO. Celo uvádí, že téměř polovina transakčního objemu už využívá stablecoiny v USD.
Celo has enhanced its collaboration with Ledger by integrating a key network feature into the hardware wallet provider’s platform, offering more flexible transaction fee options to users worldwide.
Ledger supports Celo’s CIP-64 fee abstractionLedger has implemented support for Celo’s fee abstraction, made possible through the network’s CIP-64 upgrade. This change allows users to pay transaction fees using a variety of Celo-native assets, rather than being restricted to the CELO token.
The new functionality builds on Ledger Live’s December 2025 update, where users gained the ability to transact and exchange CELO and Celo stablecoins through Ledger’s interface.
With this latest expansion, Ledger’s user base of more than 8 million people in over 200 countries can now settle gas fees in any of 18 supported tokens. These payment options include Tether USD₮, USDC, Wrapped Ether (WETH), and multiple fiat-referenced stablecoins developed by Mento Labs.
Accepted fiat-backed tokens span a range of global currencies such as the euro, British pound, Japanese yen, Canadian dollar, Australian dollar, Nigerian naira, Kenyan shilling, and South African rand, offering considerably broader payment flexibility.
Mini dictionary: CIP-64, or Celo Improvement Proposal 64, is an upgrade that enables transaction fees to be paid with approved ERC-20 tokens on the Celo network, rather than requiring users to exclusively use the CELO token for gas payments.
Stablecoins overtake CELO for transactionsLaunched in July 2023 during the network’s Gingerbread hard fork, CIP-64 has allowed users to pay transaction fees with selected stablecoins and other ERC-20 tokens. This approach, now widely adopted across the Celo network, has led to a significant shift in transaction behavior.
Celo reports that nearly half of all transaction volume on the network now uses stablecoins denominated in US dollars, instead of the network’s native CELO token.
By allowing users to handle transaction fees with familiar currencies, Celo aims to lower barriers to entry and streamline the experience of using money across blockchain payments and decentralized finance applications.
The integration with Ledger is expected to further simplify onboarding, particularly for users interested in exploring Celo payments and DeFi solutions.
Celo leads in tokenized gold adoptionBeyond network transactions, Celo highlighted its leading position in the market for tokenized gold. According to network figures, 107,622 users on Celo own Tether Gold (XAUT), positioning the network as the dominant platform for tokenized gold holders.
Blockchain data estimates a total of 118,500 XAUT holders across seven blockchain networks. Of these, Celo accounts for 90.8%, followed by Solana at 4.5%. Other platforms with measurable XAUT user bases include HyperEVM (1.9%), Arbitrum One (1.8%), Plasma (0.6%), Monad (0.3%), and Ink (0.1%).
Blockchain NetworkXAUT Holders (%)Celo90.8%Solana4.5%HyperEVM1.9%Arbitrum One1.8%Plasma0.6%Monad0.3%Ink0.1%Celo attributes its dominance to a growing ecosystem, including applications such as MiniPay, Squid Router, Uniswap, Featherlend, Morpho, and TheoriqAI, that together drive adoption of real-world asset tokenization.
Celo, a mobile-first blockchain that aims to make decentralized financial services accessible to anyone with a smartphone, is now advancing into sectors beyond digital-only payments. By making stablecoin-based gas payments easier and leading the charge on tokenized gold, Celo is seeking new use cases for blockchain technology in mainstream finance.
Celo’s expanding ecosystem and diverse payment options underscore its strategy to position itself as a leading platform for accessible and practical financial instruments on the blockchain.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Aehr Test Systems (AEHR - Free Report) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of a loss of $0.01 per share. This compares to a loss of $0.01 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +1,200.00%. A quarter ago, it was expected that this company would post a loss of $0.08 per share when it actually produced a loss of $0.05, delivering a surprise of +37.5%.
Over the last four quarters, the company has surpassed consensus EPS estimates three times.
Aehr Test Systems, which belongs to the Zacks Electronics - Measuring Instruments industry, posted revenues of $18.84 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 0.72%. This compares to year-ago revenues of $14.09 million. The company has topped consensus revenue estimates two times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Aehr Test Systems shares have added about 236.9% since the beginning of the year versus the S&P 500's gain of 9.8%.
What's Next for Aehr Test Systems?While Aehr Test Systems has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Aehr Test Systems was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.05 on $14.6 million in revenues for the coming quarter and $0.16 on $86.6 million in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Electronics - Measuring Instruments is currently in the top 8% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
inTest Corporation (INTT - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026.
This company is expected to post quarterly earnings of $0.10 per share in its upcoming report, which represents a year-over-year change of +233.3%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.
inTest Corporation's revenues are expected to be $33 million, up 17.3% from the year-ago quarter.
Na Hub Group byla podána hromadná žaloba kvůli údajným účetním chybám a možnému porušení pravidel. Investoři s nároky mohou žádat o jmenování hlavním žalobcem do 28. srpna 2026.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against Hub Group, Inc. (“Hub Group” or the “Company”) (NASDAQ: HUBG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.
The class action concerns whether Hub Group and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
You have until August 28, 2026, to ask the Court to appoint you as Lead Plaintiff for the class if you purchased or otherwise acquired Hub Group securities during the Class Period. A copy of the Complaint can be obtained at www.pomerantzlaw.com.
[Click here for information about joining the class action]
On February 5, 2026, Hub Group announced that the Company’s financial statements for the first three quarters of 2025 should not be relied upon due to “an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025.” The Company revealed that its reports for those quarters “were in each case materially misstated due to the aforementioned error and should no longer be relied upon” and that “the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps.” The Company also estimated that “[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million.” As such, Hub Group stated that it “plans to restate its financial statements for the first, second and third quarters of 2025.”
On this news, Hub Group’s stock price fell $9.37 per share, or 18.25%, to close at $41.96 per share on February 6, 2026.
Then, on May 12, 2026, Hub Group announced that it had “identified certain transactions that were prematurely or incorrectly recognized or not adequately supported,” causing its 2023 and 2024 annual reports filed with the SEC to be “materially misstated,” such that they “should no longer be relied upon.” The Company did not quantify the expected misstatement, although it “expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023.”
On this news, Hub Group’s stock price fell $5.24 per share, or 12.52%, to close at $36.62 per share on May 12, 2026.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Albertsons schválila hotovostní dividendu za 2. čtvrtletí fiskálního roku 2026 ve výši 0,17 USD na akcii. Vyplacena bude 7. srpna 2026 akcionářům, kteří budou držet akcie k 24. červenci 2026.
BOISE, Idaho--(BUSINESS WIRE)--Albertsons® Companies, Inc. (NYSE: ACI) (the “Company”) today announced its Board of Directors has declared a cash dividend for the second quarter of fiscal 2026 of $0.17 per share of common stock. The cash dividend is payable on Aug. 7, 2026, to stockholders of record as of the close of business on July 24, 2026.
About Albertsons Companies
Albertsons Companies is a leading food and drug retailer in the United States. As of Feb. 28, 2026, the Company operated 2,244 retail stores with 1,713 in-store pharmacies, 405 associated fuel centers, 22 dedicated distribution centers and 19 manufacturing facilities. The Company operates stores across 35 states and the District of Columbia under 22 well known banners including Albertsons, Safeway, Vons, Jewel-Osco, Shaw's, ACME, Tom Thumb, Randalls, United Supermarkets, Pavilions, Star Market, Haggen, Carrs, Kings Food Markets and Balducci's Food Lovers Market. The Company is committed to helping people across the country live better lives by making a meaningful difference, neighborhood by neighborhood. In 2025, along with the Albertsons Companies Foundation, the Company contributed $497 million in food and financial support, including $56 million through its Nourishing Neighbors Program to ensure those living in its communities and those impacted by disasters have enough to eat.
Albertsons, Safeway, Vons, Jewel-Osco, Tom Thumb, Randalls, United Supermarkets, Pavilions, Haggen and Balducci's Food Lovers Market are registered trademarks of Albertsons Companies Inc. or its subsidiaries. ACME, Carrs, Kings Food Markets, Shaw's and Star Market are trademarks of Albertsons Companies Inc. or its subsidiaries. Albertsons associated logos, product names and services are trademarks of Albertsons Companies, Inc. All other trademarks are the property of their respective owners.
Important Notice Regarding Forward-Looking Statements
This press release contains certain forward-looking statements. Statements that are not historical facts, including statements regarding the Company’s expectations, perspectives and projected financial performance, are forward-looking statements. The words “expect,” “believe,” “estimate,” “intend,” “plan” and similar expressions, when related to the Company and its subsidiaries, indicate forward-looking statements. The forward-looking statements are based on the Company’s current expectations and involve risks and uncertainties. The Company cautions that the risks and uncertainties could cause actual results to differ materially from those expressed or implied in the forward-looking statements. The Company also cautions that undue reliance should not be placed on any of the forward-looking statements, which speak only as of the date of this release. The Company undertakes no responsibility to update any of these forward-looking statements to reflect events or circumstances after the date of this report or to reflect actual outcomes. Certain potential factors that could affect our business and financial results and cause actual results to differ materially from those expressed or implied in any forward-looking statements are described in the “Risk Factors” section or other sections in our Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission (the “SEC”) on April 27, 2026, and in reports subsequently filed with the SEC and available at the SEC’s website at www.sec.gov.
CEO Guidewire Software Michael George Rosenbaum prodal 1 200 akcií za 166 164 USD v rámci předem připraveného plánu 10b5-1. Po transakci drží téměř 195 000 akcií.
Michael George Rosenbaum, the chief executive officer of Guidewire Software, Inc. (GWRE +0.28%), sold 1,200 shares of common stock at $138.47 per share on July 13, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$166,164Shares sold1,200Post-transaction shares (directly held)~195,000Post-transaction value$27.36 millionTransaction value based on SEC Form 4 weighted average sale price ($138.47); post-transaction value based on July 13, 2026 market close ($140.31).
Key questionsWhat was the regulatory basis for this transaction?
The sale was conducted under a Rule 10b5-1 trading plan established by Michael George Rosenbaum on October 14, 2025. These plans allow corporate insiders to schedule share sales in advance to meet liquidity needs while maintaining compliance with insider trading regulations.How significant is the insider's remaining direct equity position?
Following this transaction, the Chief Executive Officer continues to hold nearly 195,000 shares of common stock directly. This position is valued at $27.36 million based on the market close price of $140.31 on July 13, 2026.What are the core business operations of Guidewire Software?
Guidewire Software serves as a global provider of software solutions for the property and casualty insurance industry, offering platforms such as InsuranceSuite and InsuranceNow to manage core operations, including policies, billing, and claims.What is the company's recent financial performance?
Guidewire Software reported trailing twelve-month revenue of $1.4 billion and net income of $159.8 million. The company currently maintains a market capitalization of $11.3 billion as of the July 10 market close.Company OverviewMetricValueShare Price (as of market close 2026-07-10)$136.13Market Capitalization$11.3 billionRevenue (TTM)$1.4 billionNet Income (TTM)$159.8 millionCompany SnapshotGuidewire Software provides comprehensive software solutions for the property and casualty insurance industry, with primary offerings including Guidewire InsuranceSuite (featuring PolicyCenter, BillingCenter, and ClaimCenter applications) and Guidewire InsuranceNow, a cloud-native platform for integrated policy, billing, and claims administration.The company operates a subscription and SaaS-based business model, generating revenue through software licensing, cloud services, and professional services engagements that support implementation and customization of its platforms for client insurers.Guidewire's primary customers are property and casualty insurance carriers of varying sizes, ranging from regional and mid-market insurers to large national and international insurance enterprises seeking to modernize their core operational systems.Guidewire Software is a market-leading provider of digital transformation solutions for the global insurance industry, with a market capitalization of $11.3 billion and TTM revenue of $1.4 billion. The company maintains a competitive advantage through its specialized expertise in insurance-specific workflows and its comprehensive, integrated platform approach that addresses the full spectrum of policy, billing, and claims operations. Guidewire's strategic positioning in the high-growth insurance software market reflects strong demand for cloud-based, modernized systems among insurers navigating digital transformation imperatives.
What this transaction means for investorsRosenbaum parted with 1,200 shares under a plan he set in October while still holding nearly 195,000 shares worth about $27 million. That's a trim of well under 1% and the kind of scheduled liquidity a CEO takes without it saying anything about the business. He’s been making such small sales on a roughly weekly basis for the past few months, but unless the selling intensifies, it doesn’t really signal too much.
Meanwhile, Guidewire has been performing solidly despite a steep 37% decline in its stock price over the past year, as many firms in the software space deal with increased investor scrutiny over ARR growth and guidance. The firm’s fiscal third-quarter revenue jumped 27% to $373 million, annual recurring revenue climbed 19% to $1.147 billion, and subscription revenue grew 35% as insurers kept migrating their core systems to its cloud. The company landed cloud wins in the quarter and raised its full-year revenue outlook to as high as $1.47 billion. On the earnings call, Rosenbaum told investors "it could be a record Q4” but investors are clearly hoping for more.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Sezzle oznámí výsledky za 2. čtvrtletí 2026 po uzavření trhu 6. srpna 2026 a téhož dne uspořádá konferenční hovor v 17:00 ET. Management pak vystoupí na několika investorských konferencích 13. srpna, 15. září (dopoledne), 15. září (odpoledne) a 17. září 2026.
Minneapolis, MN, July 14, 2026 (GLOBE NEWSWIRE) -- Sezzle Inc. (NASDAQ: SEZL) (Sezzle or Company) // Purpose-driven digital payment platform, Sezzle, will release its second quarter 2026 results after the market close on August 6, 2026. The Company will host a conference call and webcast at 5:00 p.m. ET that same day. The earnings presentation will be available shortly after market close, via the Company’s Investor Relations page. Investors are encouraged to submit questions in advance of the call by emailing [email protected].
Conference Call Registration
Participants can register for the conference call or webcast by navigating to:
https://dpregister.com/sreg/10210687/104810a8d77
Upon registration, attendees will receive dial-in credentials and a link to the live webcast. A replay will be available on the Investor Relations page following the call.
Upcoming Investor Conferences
Sezzle management will participate in the following investor conferences:
August 13, 2026: 8th Annual Needham Virtual FinTech & Digital Transformation Conference.September 15, 2026 (morning): Oppenheimer FinTech Leaders Conference.September 15, 2026 (afternoon): FT Partners FinTech Conference.September 17, 2026: BTIG Consumer Finance Conference. The Company’s latest investor presentation will be available on its Investor Relations page ahead of the events.
Jack Fagan
Investor Relations
(651) 240-6001 [email protected] Erin Foran
Media Inquiries
(651) 403-2184 [email protected] About Sezzle Inc.
Sezzle is a forward-thinking fintech company committed to financially empowering the next generation. Through its purpose-driven payment platform, Sezzle enhances consumers' purchasing power by offering access to point-of-sale financing options and digital payment services—connecting millions of customers with its global network of merchants. Centered on transparency, inclusivity, and ease of use, Sezzle empowers consumers to manage spending responsibly, take charge of their finances, and achieve lasting financial independence.
Brookfield Corporation vybudovala pojišťovací platformu s aktivy přes 180 miliard USD a chce je do roku 2030 zvýšit na 350 miliard USD. Pojišťovna je nyní hlavním motorem růstu zisku.
Brookfield Corporation (BN +0.69%) has been quietly building an investment-led insurance platform. This strategy has provided it with a growing source of perpetual capital to invest, enabling it to generate more fee-based income. The company has grown its insurance portfolio to over $180 billion in assets.
That's only the beginning. Here's why insurance is becoming Brookfield's next growth engine.
Image source: The Motley Fool.
Quietly building an insurance behemoth one deal at a time Brookfield initially formed its dedicated insurance platform in 2021 with the creation and spinoff of Brookfield Asset Management Reinsurance Partners, which it later renamed Brookfield Wealth Solutions (BNT +0.78%). The company initially created a separate insurance arm to grow that platform. It has certainly done that over the past five years.
The biggest growth driver has been acquisitions. Brookfield Wealth Solutions bought American National ($5.1 billion in 2022), Argo ($1.1 billion in 2023), AEL ($4.3 billion in 2024), and Just Group ($3.2 billion in 2026). These deals have helped grow its total capital from $5.7 billion in 2022 to $19.8 billion at the end of last year, while increasing its insurance assets from $45 billion to over $180 billion. Meanwhile, its distributable earnings have skyrocketed from $30 million in 2021 to $1.7 billion last year.
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Only the beginning Brookfield is about to embark on the next phase of its investment-led insurance growth strategy by recombining with Brookfield Wealth Solutions. Shareholders will vote on the deal later this week, which the company hopes to close by year-end. The combination will simplify its corporate structure, provide its insurance operations with greater access to Brookfield's corporate balance sheet, and give it greater flexibility to optimize its long-term expansion.
The company aims to grow its insurance assets to $350 billion by 2030. While Brookfield plans to continue making acquisitions, it expects organic growth to do most of the heavy lifting going forward. It sees a combination of the recently closed Just Group deal, annuity growth, and asset rotation and optimization of its existing insurance assets, boosting the distributable earnings of its wealth solutions platform to $4.8 billion by 2030. Meanwhile, it anticipates that future acquisitions will push this segment's earnings up over $5.5 billion.
That's a meaningful growth engine for the leading global investment firm. Brookfield currently expects the combined company to grow its earnings at a 25% compound annual rate through 2030. The company anticipates its wealth solutions business to contribute 34% of its total earnings growth during that period. That's the biggest growth driver, well ahead of the growth contribution it expects from capital allocation (23%), carried interest (22%), asset management (19%), and its operating businesses (2%).
Brookfield has quietly built up a leading insurance platform over the past few years. That business has become a major growth driver for the company. It will play a starring role in supporting Brookfield's plans to deliver 25% compound annual earnings growth through 2030. That robust earnings growth should significantly boost Brookfield's stock, which it expects will be worth about $140 by 2030. With its share price currently in the low-$40's, Brookfield's high-powered insurance-driven growth profile makes it look like one of the best financial stocks to buy and hold for the long term right now.
Matt DiLallo has positions in Brookfield Corporation and has the following options: short July 2026 $40 puts on Brookfield Corporation. The Motley Fool has positions in and recommends Brookfield Corporation and Brookfield Wealth Solutions. The Motley Fool has a disclosure policy.
Copa Holdings v červnu zvýšila kapacitu (ASM) o 16,4 % a přepravu cestujících (RPM) o 13,3 % meziročně. Load factor klesl na 85,2 %, tedy o 2,3 procentního bodu.
PANAMA CITY, July 14, 2026 (GLOBE NEWSWIRE) -- Copa Holdings, S.A. (NYSE: CPA) today released preliminary passenger traffic statistics for June 2026:
Copa Holdings (Consolidated)June
2026June
2025% ChangeASM (mm)(1)3,090.8 2,654.3 16.4% RPM (mm)(2)2,631.8 2,322.3 13.3% Load Factor(3)85.2% 87.5% -2.3p.p. Available seat miles - represents the aircraft seating capacity multiplied by the number of miles the seats are flown.Revenue passenger miles - represents the number of miles flown by revenue passengersLoad factor - represents the percentage of aircraft seating capacity that is utilized
For June 2026, Copa Holdings' capacity (ASMs) increased by 16.4%, while system-wide passenger traffic (RPMs) increased by 13.3% compared to 2025. As a result, the system load factor for the month was 85.2%, 2.3 percentage points lower than in June 2025.
Copa Holdings is a leading Latin American provider of passenger and cargo services. The Company, through its operating subsidiaries, provides service to countries in North, Central, and South America and the Caribbean. For more information, visit ir.copaair.com.
Pomerantz LLP vyšetřuje Solstice Advanced Materials kvůli možnému podvodu s cennými papíry po oznámení akvizice společnosti Element Solutions za zhruba 14,5 miliardy USD. Akcie Solstice 6. července klesly o 15,14 % na 68,05 USD, což představovalo pokles o 12,14 USD.
NEW YORK, July 14, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Solstice Advanced Materials, Inc. (“Solstice” or the “Company”) (NASDAQ: SOLS). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.
The investigation concerns whether Solstice and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices.
[Click here for information about joining the class action]
On July 6, 2026, Solstice issued a press release announcing an agreement to acquire Element Solutions (“Element”) “in a cash-and-stock transaction valued at approximately $14.5 billion, including the assumption of net debt.” Although Solstice’s Chief Executive Officer described the “combined company [as] very well-positioned to benefit from generational tailwinds in high-growth end markets” and touting Element’s purportedly “highly complementary capabilities, deep customer relationships and a technical service-led model”, Solstice’s stock price fell sharply as the market reacted to news of the Element acquisition, closing at $68.05 per share on July 6, 2026 – representing a decline of $12.14 per share, or 15.14%, from the Company’s July 2, 2026 closing price.
Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered numerous multimillion-dollar damages awards on behalf of class members. See www.pomlaw.com.
Attorney advertising. Prior results do not guarantee similar outcomes.
Jefferies vidí Amazon před výsledky za 2. čtvrtletí dobře pozicovaný díky silnému Prime Day a zrychlujícímu růstu AWS. Očekává růst tržeb AWS kolem 32 %.
Amazon.com Inc (NASDAQ:AMZN) is well-positioned heading into its second-quarter earnings report, according to Jefferies, which reiterated the e-commerce and cloud computing giant as a top pick, citing resilient consumer spending during Prime Day, accelerating Amazon Web Services (AWS) growth and what it views as a discounted valuation.
Jefferies wrote that its proprietary survey of 685 consumers indicated that Prime members continued to increase spending despite inflationary pressures. Among shoppers who participated in Prime Day this year and last year, 54% reported spending more than 10% more year over year, while Amazon remained the preferred shopping destination for many consumers.
Jefferies wrote that its survey indicated Prime members increased their spending during this year's Prime Day, with 54% of returning participants reporting they spent more than 10% more than a year earlier. The analysts also highlighted that higher prices have not discouraged shoppers, noting that 25% of respondents said they use Amazon more to seek value amid inflation.
Beyond retail, Jefferies highlighted AWS as a key driver heading into the quarter. The firm expects AWS backlog growth to continue accelerating from the 93% year-over-year increase reported in the first quarter and approach $500 billion, supporting further revenue growth.
Jefferies expects AWS revenue growth of about 32% in the second quarter, while noting investor expectations are for growth of more than 33%, compared with 28% growth in the first quarter.
The analysts also highlighted several indicators supporting AWS demand, including Anthropic's expanded long-term cloud commitment, recent EC2 price increases and growing demand for AI inferencing workloads.
On valuation, Jefferies wrote that Amazon trades at approximately 12 times next-12-month enterprise value to EBITDA, below Alphabet at roughly 17 times and Walmart at about 19 times, as well as below Amazon's own 10-year average multiple.
Shares traded hands at $247 on Tuesday afternoon, up about 7% so far this year.
Jefferies highlighted that Amazon shares have fallen about 7% since first quarter results, which it views as creating a more attractive entry point. The analysts maintained that improving AWS fundamentals and resilient retail performance support a favorable risk-reward profile.
Looking ahead to the earnings release, Jefferies noted that investors will be watching capital expenditure guidance and free cash flow, signs of continued AWS demand, and the impact of Prime Day shifting into the second quarter this year, which could create more challenging retail comparisons in the third quarter.
Procter & Gamble schválila čtvrtletní dividendu 1,0885 USD na jednu akcii, splatnou na nebo po 17. srpnu 2026 akcionářům k 24. červenci 2026. Dividendu vyplácí už 136 let v řadě a 70 let ji každoročně zvyšuje.
CINCINNATI--(BUSINESS WIRE)--The Board of Directors of The Procter & Gamble Company (NYSE:PG) declared a quarterly dividend of $1.0885 per share on the Common Stock and on the Series A and Series B ESOP Convertible Class A Preferred Stock of the Company, payable on or after August 17, 2026 to Common Stock shareowners of record at the close of business on July 24, 2026, and to Series A and Series B ESOP Convertible Class A Preferred Stock shareowners of record at the start of business on July 24, 2026.
P&G has been paying a dividend for 136 consecutive years since its incorporation in 1890 and has increased its dividend for 70 consecutive years. This reinforces our commitment to return cash to shareowners, many of whom rely on the steady, reliable income earned with their investment in P&G.
About Procter & Gamble
P&G serves consumers around the world with one of the strongest portfolios of trusted, quality, leadership brands, including Always®, Ambi Pur®, Ariel®, Bounty®, Charmin®, Crest®, Dawn®, Downy®, Fairy®, Febreze®, Gain®, Gillette®, Head & Shoulders®, Lenor®, Olay®, Oral-B®, Pampers®, Pantene®, SK-II®, Tide®, Vicks®, and Whisper®. The P&G community includes operations in approximately 70 countries worldwide. Please visit https://www.pg.com for the latest news and information about P&G and its brands. For other P&G news, visit us at https://www.pg.com/news.
BlackRock BLK is set to report its second-quarter earnings before the opening bell on Wednesday, July 15, with Wall Street expecting the world's largest asset manager to deliver another quarter of revenue and earnings growth.
Analysts expect BlackRock to report earnings per share of $12.65, up 5.0% from a year earlier, on revenue of $6.74 billion, representing 24.4% year-over-year growth.
Another consensus estimate projects EPS of $12.57 on revenue of $6.72 billion, also pointing to strong annual growth.
The asset manager enters the earnings report with a solid track record, having exceeded consensus EPS estimates in each of the past four quarters while beating revenue expectations in three of those periods.
Investors will be looking for signs that BlackRock can sustain its momentum amid evolving market conditions and changing industry dynamics.
Sentiment heading into BlackRock's earnings report has improved in recent months.
Over the past three months, analysts have issued seven upward revisions and three downward revisions to EPS estimates.
Revenue forecasts have also strengthened, with four upward revisions compared with one downward revision.
Wall Street remains broadly optimistic about the stock.
Analysts maintain a Buy consensus with an average price target of $1,259, implying roughly 22% upside from the current share price of $1,029.85.
Of the 17 analysts covering the company, 14 recommend buying the stock, while three maintain Hold ratings and none recommend selling.
Several brokerages have also raised their price targets ahead of the earnings release.
Barclays increased its target to $1,340, while Morgan Stanley raised its target to $1,430.
Earnings estimates have climbed 0.75% over the past 60 days, while revenue estimates have increased 1.74%, reflecting growing confidence ahead of the quarterly report.
Client flows and AUM remain key focusInvestors will closely monitor BlackRock's assets under management, net inflows into iShares exchange-traded funds and active strategies, fee revenue, and the performance of its technology and private markets businesses.
During the first quarter, BlackRock reported $136 billion in long-term net inflows.
Although this was below the $150 billion Visible Alpha consensus estimate, it included a record $132 billion in net inflows into iShares exchange-traded products, alongside $3 billion in active equity inflows and $9 billion in private markets inflows led by private credit and infrastructure.
The company also exceeded Wall Street's expectations in the first quarter, supported by 8% year-over-year organic fee growth and adjusted operating margin expansion of more than 100 basis points.
Investors will also assess the early performance of BlackRock's recently launched iShares Nasdaq 100 ETF, along with trends in fee rates and demand across its investment products.
Beyond traditional asset management, analysts will be watching the contribution from BlackRock's Aladdin technology platform and its alternatives business.
In a research note, Morgan Stanley said it believes BlackRock is "best-positioned within the asset management barbell given its leading iShares ETF platform, multi-asset and alternatives businesses, combined with a growing technology/Aladdin offering that should drive ~18% EPS CAGR (2025-28e) via ~5% average long-term organic growth."
Morgan Stanley also said its base-case outlook expects "+5.6% and +5.2% net inflows in 2026 and 2027, respectively, led by Alternatives and Fixed Income."
The earnings report is expected to provide further insight into whether BlackRock's scale, diversified business model, and technology offerings continue to offset broader industry pressure from lower management fees and rising operating costs.
Investors will also look for management commentary on client demand, market conditions, and capital deployment as they assess the firm's outlook for the second half of the year.
PayPal v Británii spustil novou BNPL službu Pay in 30 Days, která umožní zaplatit až 30 dnů po nákupu. Přichází den před vstupem nového režimu BNPL pod dohledem FCA v platnost.
PayPal introduced another buy now, pay later (BNPL) option for its customers in the United Kingdom, according to a Tuesday (July 14) press release.
Pay in 30 Days lets shoppers complete a purchase up front and pay the full amount up to 30 days later, the release said.
“British customers are smart,” Tamer El-Emary, general manager for PayPal in the UK, said in the release. “They want the flexibility to pay on their terms, but they’re also more discerning than ever about who they trust with their money. We’ve seen that in how our customers use PayPal, and our BNPL product offering, including both Pay in 3 and now Pay in 30 Days is our response: genuine flexibility, zero fees and the reassurance of a brand that’s been part of U.K. shopping for over two decades.”
The offering applies to purchases of between 1 pound (about $1.30) and 900 pounds (about $1,200), giving customers up to 30 days to pay the full amount, according to the release. This control of when the payment is made within the 30-day window means that shoppers can align it with their paydays or their scheduled bill payments.
“For merchants, Pay in 30 Days provides another way to give customers flexibility at checkout without adding complexity,” the release said, citing PayPal research showing that businesses that offer BNPL said offering a range of customer payment preferences is an important competitive priority.
The launch comes one day before a new BNPL regime comes into effect in the U.K. The payment method will now fall under the purview of the country’s Financial Conduct Authority.
“As BNPL becomes regulated by the FCA and continues to grow in the U.K., the bar for trust and transparency will only rise, and we think that’s a good thing,” PayPal’s El-Emary said in the release. “For businesses, it means customers will increasingly gravitate toward payment options from names they recognize. PayPal’s Pay in 30 Days gives merchants a way to meet that demand, backed by a checkout experience their customers already know and trust.”
Meanwhile, the PYMNTS Intelligence report “Invest Now, Win Later: How Buy Now, Pay Later Became a Merchant Growth Strategy,” a collaboration with PayPal, found that pay later availability can influence merchant selection. The report showed that 38% of consumers said this factor influences where they order food, while 37% said it affects travel bookings.
In addition, the research found that 43% of shoppers said they would abandon a purchase if pay later methods were not available.
“If nearly half of prospective buyers are prepared to walk away because financing is missing, retailers must reconsider where flexible payment options appear within the customer journey rather than treating them as a final checkout feature,” PYMNTS reported last week.
Wells Fargo & Company (WFC) Q2 2026 Earnings Call July 14, 2026 10:00 AM EDT
Company Participants
John Campbell - Director of Investor Relations
Charles Scharf - CEO & Chairman
Michael Santomassimo - Senior EVP & CFO
Conference Call Participants
Kenneth Usdin - Bernstein Autonomous LLP
John McDonald - Truist Securities, Inc., Research Division
L. Erika Penala - UBS Investment Bank, Research Division
Ebrahim Poonawala - BofA Securities, Research Division
Manan Gosalia - Morgan Stanley, Research Division
Matthew O'Connor - Deutsche Bank AG, Research Division
John Pancari - Evercore ISI Institutional Equities, Research Division
Christopher McGratty - Keefe, Bruyette, & Woods, Inc., Research Division
David Chiaverini - Jefferies LLC, Research Division
Vivek Juneja - JPMorgan Chase & Co, Research Division
Gerard Cassidy - RBC Capital Markets, Research Division
Presentation
Operator
Welcome, and thank you for joining the Wells Fargo Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that today's call is being recorded. I would now like to turn the call over to John Campbell, Director of Investor Relations. Sir, you may begin the conference.
John Campbell
Director of Investor Relations
Good morning, everyone. Thanks for joining our call today where our CEO, Charlie Scharf; and our CFO, Mike Santomassimo, will discuss second quarter results and answer your questions. This call is being recorded. Before we get started, I would like to remind you that our second quarter earnings materials, including the release, financial supplement and presentation deck are available on our website at wellsfargo.com. I'd also like to caution you that we may make forward-looking statements during today's call that are subject to risks and uncertainties. Factors that may cause actual results to differ materially from expectations are detailed in our SEC filings including the Form 8-K filed today containing our earnings materials. Information about any non-GAAP financial measures referenced, including a reconciliation of those measures to GAAP measures, can also be found in our SEC filings and the earnings materials available on
M&T Bank oznámila čtvrtletní hotovostní dividendy z preferenčních akcií řad H, J a K. Vyplaceny budou 15. září 2026 akcionářům s rozhodným dnem 1. září 2026.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- M&T Bank Corporation ("M&T") (NYSE:MTB) announced that it has declared quarterly cash dividends on the following series of perpetual preferred stock:
A dividend of $0.3515625 per share on its Perpetual Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series H ("Series H Preferred Stock") A dividend of $187.50 per share (equivalent to $0.46875 per depositary share) on its Perpetual 7.500% Non-Cumulative Preferred Stock, Series J ("Series J Preferred Stock") A dividend of $158.75 per share (equivalent to $0.396875 per depositary share) on its Perpetual 6.350% Non-Cumulative Preferred Stock, Series K ("Series K Preferred Stock") Each dividend will be payable September 15, 2026 to shareholders of record at the close of business on September 1, 2026.
About M&T
M&T is a financial holding company headquartered in Buffalo, New York. M&T's principal banking subsidiary, M&T Bank, provides banking products and services with a branch and ATM network spanning the eastern U.S. from Maine to Virginia and Washington, D.C. Trust-related services are provided in select markets in the U.S. and abroad by M&T's Wilmington Trust-affiliated companies and by M&T Bank. For more information about M&T Bank, visit www.mtb.com.
Akcie Intuitive Surgical v prvních zhruba sedmi měsících roku 2026 klesly o více než 25 % a jsou 30 % pod 52týdenním maximem. Firma ale dál roste: instalovaná základna robotů vzrostla ve 4Q 2025 i v 1Q 2026 o 12 % meziročně.
Intuitive Surgical's (ISRG 6.86%) stock is having a tough year. The stock has fallen 30% from its 52-week high, with a decline of more than 25% in the first seven months or so of 2026. There are multiple reasons for this drop, but the biggest issue isn't the company's business. Here's why this sell-off may not be as scary as it seems.
Intuitive Surgical has yet another big drawdown If you look back to Intuitive Surgical's initial public offering, it has suffered through eight drawdowns of 30% or more. So the current decline isn't really unusual for the growth-oriented stock.
Image source: Getty Images.
In fact, the medical device maker's recent performance has been pretty solid. In the fourth quarter of 2025, its installed base of surgical robots increased 12% year over year. In the first quarter of 2026, the installed base was larger 12% year over year, too. There hasn't been a dramatic shift in direction here.
That said, the real story isn't the number of new da Vinci surgical systems it sells. Robot sales only account for around 25% of the company's revenues. The rest comes from the sale of services, instruments, and accessories. These are annuity-like income streams that will continue to flow as long as the da Vinci robots that support them are in use. It is an attractive growth story, with each new da Vinci robot building an ever stronger income stream from selling what amounts to parts and services.
The big problem, and a smaller one The most notable issue for Intuitive Surgical's stock price is really investor perception. Even after the dramatic drawdown, the stock's price-to-earnings ratio remains lofty at 50x. What's shocking is that this figure is well below the five-year average of 69x. Over the past five years, the P/E has reached as high as 84x. Investors have a history of pricing in a lot of good news here.
With such a lofty P/E ratio, it doesn't take much of a shift in investor sentiment to cause a sizable stock pullback. So far, after each big pullback, however, the stock has eventually gone on to even higher highs. That doesn't mean that pattern will repeat this time around, but it does suggest growth investors who have been watching from the sidelines should take a second look at what might be a wish-list stock.
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The deeper issue here is that Intuitive Surgical is no longer the leader it once was. It helped create the surgical robotics market and remains one of the industry's most important players. But there are new, formidable competitors to consider, including Medtronic (MDT 5.11%), among others. That could make it harder for Intuitive Surgical to sell its robots in the future, even if the market is large enough to support more than one surgical robotic system. Still, hospitals that have bought a da Vinci system aren't going to suddenly stop using it just because other surgical robots are on the market.
Pay attention to new da Vinci placements, but remember the real flywheel When Intuitive Surgical reports second-quarter earnings, investors should pay close attention to the number of da Vinci systems it has in place. A dramatic slowdown in growth would be worrying and could further compress the stock's valuation. However, the story is much more robust than just the sale of robots, given that parts and services are the main drivers of revenues.
That's why you'll also want to look at the number of surgeries performed with a da Vinci system. The company entered 2026 expecting that figure to rise between 13% and 15%, down from 18% in 2025. However, the first quarter was above the target range at 17%, suggesting that Intuitive Surgical is still a fast-growing company even if investors are less excited about the future than they were not too long ago. And even if the full-year number drops to 13%, it will hardly suggest that Intuitive Surgical's business model is broken.
Insider společnosti Sea Limited Wang Yanjun prodal 3 000 akcií podle předem stanoveného plánu, zatímco si ponechal 1 162 442 akcií. Akcie jsou za poslední rok níže o 25 %.
Wang Yanjun, chief corporate officer and general counsel, reported a sale of 3,000 Class A ordinary shares in Sea Limited (SE 1.24%) on July 10, 2026 and July 13, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$338,520Shares sold (indirectly held)3,000Post-transaction shares (directly held)1,162,442Post-transaction shares (indirectly held)37,000Post-transaction value$132.73 millionTransaction value based on SEC Form 4 weighted average sale price ($112.84); post-transaction value based on July 13, 2026 market close ($110.66).
Key questionsWhat was the structural context of this transaction?
The sale was executed pursuant to a pre-arranged Rule 10b5-1 trading plan adopted by a BVI entity controlled by Wang Yanjun on March 26, 2026. These plans allow insiders to sell shares at predetermined intervals to avoid concerns regarding material non-public information.How does this affect the insider's long-term alignment?
The transaction had a minimal impact on the insider's core position, as 97% of the total equity interest is held directly. Wang Yanjun continues to hold 1,162,442 shares directly, in addition to the remaining indirect interest held via the BVI entity.What is the recent performance context for the stock?
The shares were sold at a weighted average price of $112.84, while the company's stock has delivered a one-year return of -25% as of the July 13, 2026 market close.What is the broader ownership stake following this activity?
Post-transaction, the insider retains an ownership level of about 0.2% of the company's shares outstanding, maintaining a significant financial stake in the Singapore-based digital services firm.Company OverviewMetricValueShare Price (as of market close 2026-07-13)$110.66Market Capitalization$67.8 billionRevenue (TTM)$25.2 billionNet Income (TTM)$1.6 billionCompany SnapshotSea Limited operates a diversified digital platform ecosystem spanning digital entertainment through its Garena brand, e-commerce operations, and digital financial services across Southeast Asia, Latin America, and other international markets.The company generates revenue through multiple streams including in-game monetization and eSports events from its gaming platform, transaction fees and commissions from e-commerce operations, and financial services offerings including payments and lending products.Sea Limited serves a broad consumer base across emerging markets, targeting mobile-first users in Southeast Asia and Latin America who engage with gaming, online shopping, and digital financial services.Sea Limited is a leading digital platform operator in emerging markets with a market capitalization of $67.8 billion and TTM revenue of $25.2 billion, demonstrating significant scale across its diversified business segments. The company's integrated ecosystem approach—combining entertainment, commerce, and fintech—creates cross-selling opportunities and customer stickiness in high-growth regions. With 102,700 employees and operations spanning multiple geographies, Sea Limited leverages its technological infrastructure and regional market expertise to maintain competitive advantages in the digital services sector.
What this transaction means for investorsWang parted with 3,000 shares through a BVI entity under a plan set in March while holding onto more than 1.16 million shares directly, so this trims a sliver of a percent off her position. A general counsel selling a token amount on a preset schedule, especially with the stock down 25% over the past year, tells you nothing about the company's direction. If anything, the more notable insider signal is that Sea itself has been buying, repurchasing $168 million shares in the first quarter under a $1 billion program.
Meanwhile, the business has been faring better since tumbling at the end of last year. First-quarter revenue jumped 47% to $7.1 billion, and adjusted EBITDA topped $1 billion for the first time. Shopee's e-commerce volume hit a record $37.3 billion, the Monee fintech arm grew revenue 58% with its loan book up 71%, and Garena posted its best quarter since 2021. CEO Forrest Li framed 2026 as a year of leaning into growth while keeping financial discipline. Shares have risen more than 30% this past month alone.
For long-term investors, this insider transaction is effectively noise. The real questions are whether Sea’s profitability holds as the firm reinvests, and whether Monee's fast-growing loan book stays clean.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Sea Limited. The Motley Fool has a disclosure policy.
CVS Health se dohodla s FTC, že nákupy přes TrumpRx se budou započítávat do některých spoluúčastí a omezí modely rabatů. Firma také omezuje náklady z vlastní kapsy na inzulin na 25 USD měsíčně.
U.S. President Donald Trump arrives to an event to unveil the TrumpRx drug discount site, in the South Court Auditorium on the White House campus, in Washington, D.C., U.S., February 5, 2026.... Purchase Licensing Rights, opens new tab Read more
SummaryCompaniesSettlement would count TrumpRx purchases toward some plan deductiblesCVS must offer clients an option to opt out of rebate payment models, the FTC saidCVS said it would cap insulin out-of-pocket costs at $25 per monthNEW YORK, July 14 (Reuters) - CVS Health's (CVS.N), opens new tab Caremark has finalized a settlement with the U.S. Federal Trade Commission in which it agreed to curb use of after-market discounts known as rebates and count consumers' TrumpRx purchases toward their deductibles, an FTC spokesperson said on Tuesday.
Similar to Cigna's settlement with the FTC earlier this year, the deal would curb practices critics say contribute to high drug costs. It would also require CVS' Caremark pharmacy benefit manager to include a patient's payments through the TrumpRx drug website toward the deductibles some of its health plans require, once regulations are in place to facilitate the TrumpRx program.
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The settlement is expected to bring billions of dollars in savings on drug prices, FTC Chairman Andrew Ferguson said in a statement.
“The FTC under President Trump won’t stand for anticompetitive behavior that drives up prices for American consumers,” Ferguson said.
U.S. President Donald Trump launched TrumpRx.gov, a website offering hundreds of generic and branded drugs at a discount, in February, with a particular focus on connecting consumers with low prices for highly popular weight-loss drugs from Eli Lilly (LLY.N), opens new tab and Novo Nordisk (NOVOb.CO), opens new tab.
Health plan deductibles are the minimum spend members must reach before leveraging their coverage. TrumpRx.gov sends cash-pay customers to drugmaker websites for discounted drugs, but has operated outside of insurance, limiting its value for some American consumers.
CVS must also provide an option to clients that allows them to opt out of rebate payment models, a spokesperson for the FTC said. These rebates are paid by drugmakers to the pharmacy benefit manager and may or may not be passed on to the plan sponsor or consumer after a certain drug is dispensed.
Small pharmacies would also be given the option to be reimbursed for the actual cost of drugs they dispense plus a fee, in a bid to address complaints that pharmacy benefit managers do not fully reimburse independent local pharmacies.
“Today’s agreement advances and reinforces the changes we have already put in place and ensures affordability for families and patients across the country," said Ed DeVaney, a president at Caremark.
The decision to eliminate rebates will vary based on the client and how individual employers choose to structure their own pharmacy benefit, a spokesperson for CVS said. But the company aims to encourage its clients to pass through discounts to individual members, CVS said in a release on Tuesday.
The FTC's original lawsuit, launched in 2024, said Caremark, Cigna's (CI.N), opens new tab Express Scripts, and UnitedHealth's OptumRx (UNH.N), opens new tab forced patients to pay higher prices for insulin.
CVS reached a proposed settlement with the regulator in March, and the FTC said the deal was similar to one with Express Scripts.
Regulators have said the rebate model incentivizes companies to raise list prices and ultimately steers customers to pricier drugs.
Pharmacy benefit managers negotiate the price of drugs with manufacturers, on behalf of plan sponsors, such as employers.
CVS will also enhance its reporting on the price of drugs and member payments it receives, shift to a fee-based compensation structure, and cap out-of-pocket cost of insulin at $25 per month, the company said.
Reporting by Amina Niasse and Jody Godoy in New York; editing by Caroline Humer and Aurora Ellis
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jody Godoy reports on tech policy and antitrust enforcement, including how regulators are responding to the rise of AI. Reach her at [email protected]
QIAGEN v Evropě uvedla panel QIAstat-Dx BCID GN Plus AMR certifikovaný podle CE-IVDR pro rychlou detekci 13 gramnegativních patogenů a 18 markerů AMR z pozitivních hemokultur za přibližně hodinu.
VENLO, Netherlands & HILDEN, Germany--(BUSINESS WIRE)--QIAGEN N.V. (NYSE: QGEN; Frankfurt Prime Standard: QIA) today announced the launch of the CE-IVDR-certified QIAstat-Dx BCID GN Plus AMR Panel, establishing a comprehensive bloodstream infection testing offering on the QIAstat-Dx platform in Europe.
The new QIAstat-Dx BCID GN Plus AMR Panel detects 13 gram-negative bacterial pathogen targets and 18 antimicrobial resistance (AMR) markers from positive blood cultures in about one hour. It complements the recently launched QIAstat-Dx BCID GPF Plus AMR Panel in Europe, extending QIAGEN's bloodstream infection testing coverage across gram-positive bacteria, gram-negative bacteria, fungi and key AMR markers. Together, the two panels detect 33 pathogen targets and 28 AMR markers, enabling rapid identification of the most clinically relevant bloodstream pathogens and resistance mechanisms to support earlier pathogen identification and clinical decision-making.
“Every hour matters when treating bloodstream infections, particularly when AMR is involved,” said Nitin Sood, Senior Vice President and Head of Product Portfolio & Innovation at QIAGEN. “Together, our complementary BCID panels provide comprehensive molecular coverage of the pathogens and resistance mechanisms most relevant to bloodstream infections. By delivering results in about one hour, they help laboratories support faster treatment decisions, antimicrobial stewardship and effective infection control.”
Gram-negative pathogens are among the leading causes of bloodstream infections and are frequently associated with AMR, one of the world's most significant public health threats. AMR occurs when bacteria develop mechanisms that render antibiotics ineffective, making infections more difficult to treat and increasing the risk of severe illness and death. In bloodstream infections, delays in identifying resistant pathogens can postpone appropriate therapy, while the growing burden of beta-lactam resistance driven by extended-spectrum beta-lactamase (ESBL) and carbapenemase-producing organisms underscores the need for rapid and accurate detection. With broad coverage of key beta-lactam resistance mechanisms, the QIAstat-Dx BCID GN Plus AMR Panel provides rapid, actionable molecular insights to support optimized treatment decisions and infection control.
The QIAstat-Dx BCID GN Plus AMR Panel is CE-IVDR certified and available in applicable markets. Regulatory review by the U.S. Food and Drug Administration is underway.
QIAGEN's CE-IVDR-certified QIAstat-Dx menu in Europe spans key syndromic testing areas, including respiratory infections, gastrointestinal infections, central nervous system infections through its meningitis / encephalitis panel and bloodstream infection testing. With the addition of the BCID GN Plus AMR Panel, the QIAstat-Dx platform now provides comprehensive bloodstream infection testing through complementary gram-positive and gram-negative panels. Built around rapid, cartridge-based molecular testing, QIAstat-Dx integrates sample preparation, molecular analysis and result interpretation into a streamlined workflow, helping laboratories generate clinically relevant insights across a growing range of infectious disease applications.
QIAstat-Dx systems are available in more than 100 countries, with more than 5,200 instruments placed worldwide as of the end of 2025.
For more information about the QIAstat-Dx BCID GN Plus AMR Panel and the QIAstat-Dx system, visit https://www.qiagen.com/de-us/applications/syndromic-testing.
About QIAGEN
QIAGEN N.V., a Netherlands-based holding company, is a global leader in Sample to Insight solutions that enable customers to extract and analyze molecular information from biological samples containing the building blocks of life. Our Sample technologies isolate and process DNA, RNA and proteins from blood, tissue and other materials. Assay technologies prepare these biomolecules for analysis, while bioinformatics support the interpretation of complex data to deliver actionable insights. Automation solutions integrate these steps into streamlined, cost-effective workflows. QIAGEN serves more than 500,000 customers worldwide in the Life Sciences (academia, pharmaceutical R&D and industrial applications such as forensics) and molecular diagnostics (clinical healthcare). As of March 31, 2026, QIAGEN employed approximately 5,500 people across more than 35 locations. For more information, visit www.qiagen.com.
Forward-Looking Statement
Certain statements contained in this press release may be considered forward-looking statements within the meaning of Section 27A of the U.S. Securities Act of 1933, as amended and Section 21E of the U.S. Securities Exchange Act of 1934, as amended. These statements can be identified by the use of forward-looking terminology such as “believe”, “hope”, “plan”, “intend”, “seek”, “may”, “will”, “could”, “should”, “would”, “expect”, “anticipate”, “estimate”, “continue”, “target” or other similar words. To the extent that any of the statements contained herein relating to QIAGEN’s products, timing for launch and development, marketing and/or regulatory approvals, financial and operational outlook, growth and expansion, acquisitions, collaborations, markets, strategy or operating results, including without limitation its expected net sales, net sales of particular products, net sales in particular geographies, adjusted net sales, expansion of adjusted operating income margin, returns to shareholders, progressive dividend payments, product portfolio management, product launches (including anticipated launches of our sequencing solutions, testing platforms, panels and systems), leveraging AI technology, improvements in operating and financial leverage, currency movements against the U.S. dollar, plans for investment in our portfolio and share repurchase commitments, our expectations relating to our adjusted tax rate, debt maturity and repayment, our ability to grow adjusted earnings per share at a greater rate than sales, our ability to improve operating efficiencies and maintain disciplined capital allocation, are forward-looking, such statements are based on current expectations and assumptions that involve a number of uncertainties and risks. Such uncertainties and risks include, but are not limited to, risks associated with our dependence on the development and success of new products; management of growth and expansion of operations (including the effects of currency fluctuations, tariffs, tax laws, regulatory processes and logistics and supply chain dependencies); variability of operating results; integration of acquired businesses; changes in relationships with customers, suppliers and strategic partners; competition; rapid or unexpected changes in technologies; fluctuations in demand for QIAGEN’s products (including fluctuations due to general economic conditions, the level and timing of customers’ funding, budgets and other factors, including delays or limits in the amount of reimbursement approvals or public health funding); our ability to obtain and maintain product regulatory approvals; difficulties in successfully adapting QIAGEN’s products to integrated solutions and producing such products; the ability of QIAGEN to identify and develop new products and to differentiate and protect our products from competitors’ products; market acceptance of new products and the integration of acquired technologies and businesses; actions of governments, global or regional economic developments, including inflation and changing interest rates, weather or transportation delays, natural disasters, cyber security breaches, political or public health crises and the resulting impact on the demand for our products and other aspects of our business, or other force majeure events; litigation risk, including patent litigation and product liability; debt service obligations; volatility in the public trading price of our common shares; as well as the possibility that expected benefits related to recent or pending acquisitions may not materialize as expected; and the other factors discussed under the heading “Risk Factors” in our most recent Annual Report on Form 20-F. For further information, please refer to the discussions in reports that QIAGEN has filed with, or furnished to, the U.S. Securities and Exchange Commission.
Lucid popřel spekulace o odkupu do soukromých rukou i o bankrotu po blogovém reportu. Firma uvedla, že má dostatek likvidity na financování provozu hluboko do příštího roku.
A Lucid Air Grand Touring electric car is displayed during the New York International Auto Show in New York City, U.S., April 1, 2026. REUTERS/Jeenah Moon/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesLucid said it had sufficient liquidity to fund operations well into next yearLucid said AlixPartners not recommending bankruptcyThe stock fell as much as 57% to $2.37 in afternoon tradingJuly 14 (Reuters) - Lucid Group (LCID.O), opens new tab on Tuesday denied as "completely false" a blog post saying it was considering a potential take-private transaction or a Chapter 11 bankruptcy filing, after the electric-vehicle maker's shares tumbled more than 50% in what would be their steepest one-day decline.
Lucid said it had sufficient liquidity to fund operations well into the next year, and had not formed a special board committee to explore the reported scenarios. It also said restructuring adviser AlixPartners was assisting the company on improving execution and operations, and was not recommending bankruptcy.
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The Eletric-Vehicles blog reported that AlixPartners had been asked to present its findings to Lucid's board before its next meeting and that scenarios under review included taking the company private or seeking Chapter 11 bankruptcy protection, while adding that no decision had been made.
Trading in the stock was halted multiple times after 1 p.m. ET because of volatility. The stock fell as much as 57% to $2.37 in afternoon trading before paring losses.
Shares were last down about 13% at 2:45 p.m. ET.
AlixPartners did not immediately respond to a Reuters request for comment.
Lucid's shares have lost about 99% of their value since the company went public, as it has struggled to turn a profit nearly five years after its market debut.
The report comes as Lucid undergoes a broad restructuring under CEO Silvio Napoli, who took over in June.
Last month, the company said it would cut about 18% of its U.S. workforce, eliminate the chief operating officer role and streamline its leadership structure to reduce costs and improve execution.
Lucid also announced a series of executive appointments, including naming Alexander De Bock as chief financial officer and appointing new leaders for technology, customer, transformation and digital functions.
In May, Lucid suspended its 2026 vehicle production forecast of 25,000 to 27,000 vehicles after supplier-related issues disrupted deliveries of its Gravity SUV, saying it would provide an updated guidance following a strategic review under Napoli.
Despite billions of dollars in backing from Saudi Arabia's Public Investment Fund, Lucid has struggled with weak demand, persistent cash burn and repeated capital raises, prompting investors to question how quickly it can scale production and move toward profitability.
Reporting by Akash Sriram in Bengaluru' Editing by Tasim Zahid
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Akcie Yum Brands klesly až o 4,5 % poté, co Washington Post uvedl, že úřady vyšetřují Taco Bell kvůli možnému spojení s hlávkovým salátem při propuknutí cyklosporiázy. Taco Bell uvedl, že spojení s řetězcem ani konkrétní surovinou nebylo potvrzeno.
Item 1 of 2 A server holds food during the opening ceremony of a Taco Bell restaurant in Bangkok, Thailand January 22, 2019. REUTERS/Soe Zeya Tun/ File Photo
[1/2]A server holds food during the opening ceremony of a Taco Bell restaurant in Bangkok, Thailand January 22, 2019. REUTERS/Soe Zeya Tun/ File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 14 (Reuters) - Yum Brands' (YUM.N), opens new tab Taco Bell said on Tuesday it had removed limited items from some restaurants as a precaution but said U.S. health officials have not linked the widening outbreak of cyclosporiasis to the chain or any specific food product.
Cases of the disease, which causes diarrhea, nausea and other gastrointestinal symptoms, have risen steadily across the country in recent months. Thirty-four states have reported cases, according to the U.S. Centers for Disease Control and Prevention.
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Shares of Yum fell as much as 4.5% after the Washington Post reported federal and state health officials were investigating whether lettuce served at Taco Bell may have been associated with the current outbreak of the disease.
"Public health officials have not confirmed a link to Taco Bell or any specific ingredient, supplier, restaurant or retailer," Taco Bell said.
The chain said it would continue to monitor the situation closely and follow the guidance of public health authorities.
In Brooklyn, several major grocery store and fast-food chains, including Taco Bell, had not posted signage or pulled products on Tuesday, a Reuters reporter observed.
Most people in stores and on the sidewalk had also not heard about the outbreak, though office worker Dee Stephens — standing outside the Taco Bell on Bushwick Avenue — said she planned to avoid lettuce for the foreseeable future.
"I can get my greens in other ways," she said.
The outbreak is occurring as public health officials grapple with reduced surveillance capacity. Last year, the Foodborne Diseases Active Surveillance Network, or FoodNet, a partnership involving the CDC, the U.S. Department of Agriculture, the FDA and 10 state health departments, stopped tracking six of eight pathogens, including cyclospora, due to funding cuts.
Foodborne illness outbreaks can weigh heavily on restaurant stocks. McDonald's (MCD.N), opens new tab came under scrutiny during a cyclospora outbreak linked to salads in 2018, while Chipotle Mexican Grill (CMG.N), opens new tab faced a series of severe E. coli and norovirus outbreaks across multiple U.S. states, which battered the company's sales and stock price.
"Perception matters as much as the facts in the early stages of a food safety investigation. Even an unconfirmed link to a foodborne illness can cause consumers to rethink where they eat," said Zak Stambor, analyst at eMarketer.
"Even if the chain is ultimately cleared, the investigation could cast a shadow over the brand and weigh on sales in the near term," he added.
Lab-confirmed cases linked to the recent outbreak of cyclosporiasis have risen to 1,645, the CDC said on Tuesday, up by more than 800 cases from its last update a week ago.
The current U.S. outbreak, which began on May 1, is centered in Michigan, while Ohio and New York have also reported high numbers of cases.
Infections across the country have resulted in 141 hospitalizations as of July 13, according to the health agency. No deaths have been reported.
The CDC said it is also aware of more than 5,100 additional cases that require further analysis and confirmation.
Cyclosporiasis can be contracted by consuming food — typically raw fruits and vegetables — or water contaminated with feces, according to the CDC.
Reporting by Anuja Bharat Mistry, additional reporting by Sanskriti Shekhar in Bengaluru and Waylon Cunningham in New York; Editing by Jonathan Ananda and Pooja Desai
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Aehr Test Systems získal nové objednávky na wafer-level burn-in pro karbid křemíku za více než 8 milionů USD. Část pochází od klíčového zákazníka na rozšíření výroby elektromobilů, další od velké automobilky na kvalifikaci dodavatelů.
Expanded Production Orders from Lead Silicon Carbide Customer, and Growing Engagement with Leading Automotive Suppliers Highlight Strengthening Silicon Carbide Market
FREMONT, CA / ACCESS Newswire / July 14, 2026 / Aehr Test Systems (NASDAQ:AEHR), a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, today announced it has received more than $8 million in new silicon carbide wafer-level burn-in (WLBI) orders.
The orders include a significant follow-on order for additional FOX WaferPak™ full wafer Contactors from its lead silicon carbide production customer to support expanded manufacturing capacity for new electric vehicle platforms, particularly those serving the rapidly growing China electric vehicle market. The large WaferPak order reflects increased production activity and utilization at the customer, as demand for silicon carbide power devices continues to improve. In addition to these WaferPak orders, the customer indicated additional future capacity requirements beyond this order in Aehr's current fiscal year. Aehr also received a key order directly from one of the largest automotive companies in the world for multiple WaferPaks to be used in qualification of silicon carbide devices from suppliers for their new generation of electric vehicles using Aehr's FOX wafer level burn-in systems.
Gayn Erickson, President and CEO of Aehr Test Systems, commented, "We are very pleased to announce these new orders, which we believe reflect strengthening momentum in the power semiconductor WLBI market and the beginning of the next phase of growth for this portion of our business. Our lead silicon carbide production customer continues to expand capacity with additional WaferPak orders supporting new electric vehicle programs, particularly in China where electric vehicle adoption continues to accelerate.
"Perhaps even more encouraging is what we are seeing with the new WaferPak order directly from one of the top two leading automotive companies in the world that is using our FOX systems and proprietary WaferPaks to qualify the quality and reliability of multiple silicon carbide companies around the world for their planned electric vehicle expansions. We are actively engaged with several of the world's largest automotive companies, and with several leading silicon carbide device manufacturers who are supporting their next-generation electric vehicle platforms as they evaluate deploying WLBI in production. These companies recognize the increasing importance of screening for early-life failures at the wafer level, before packaging, to improve long-term reliability and reduce manufacturing costs. We believe these engagements represent significant future production opportunities for Aehr as WLBI continues to gain acceptance as a critical manufacturing step for high-reliability automotive power semiconductors.
"We also recently secured our first silicon carbide customer in Taiwan last quarter, expanding our presence in another key semiconductor manufacturing region for automotive and industrial applications. This customer works closely with several automotive manufacturers in Taiwan and China, as well as with other international companies.
"The outlook for electric vehicles continues to improve following a period of inventory adjustments across parts of the automotive market. Industry forecasts point to renewed growth in Europe, increasing electrification initiatives in Japan, and continued leadership by China, where electric vehicles now account for more than half of new passenger vehicle sales. At the same time, the transition toward higher-voltage vehicle architectures, faster charging systems, and improved drivetrain efficiency is increasing demand for advanced silicon carbide power semiconductors that require the highest levels of reliability.
"We are also seeing growing interest in WLBI from customers developing silicon carbide devices for industrial automation, renewable energy, energy storage, charging infrastructure, aerospace, and AI data center power systems. As these markets continue to expand and reliability requirements become increasingly stringent, we believe Aehr is uniquely positioned with the industry's most proven production WLBI solution.
"With an expanding installed base, a growing pipeline of production opportunities, and increasing engagement with both leading automotive suppliers and silicon carbide device manufacturers worldwide, we are excited about the opportunities ahead and believe we are well positioned to benefit as silicon carbide WLBI adoption accelerates."
About Aehr Test Systems
Headquartered in Fremont, California, Aehr Test Systems is a leading provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer-level, singulated die, and package-level form, and has installed thousands of systems worldwide. Increasing quality, reliability, safety, and security needs of semiconductors used across multiple applications, including advanced artificial intelligence (AI) processors, silicon photonics, data and telecommunications infrastructure, electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, and solid-state memory and storage are driving additional test requirements, incremental capacity needs, and new opportunities for Aehr's products and solutions. Aehr has developed and introduced several innovative products including the FOX-P™ families of test and burn-in systems and FOX WaferPak™Aligner, FOX WaferPak Contactor, FOX DiePak® Carrier and FOX DiePak Loader. The FOX-XP and FOX-NP systems are full-wafer contact and singulated die/module test and burn-in systems that can test, burn-in, and stabilize a wide range of devices such as leading-edge silicon carbide-based and other power semiconductors, 2D and 3D sensors used in mobile phones, tablets, and other computing devices, memory semiconductors, processors, microcontrollers, systems-on-a-chip, and photonics and integrated optical devices. The FOX-CP system is a low-cost single-wafer compact test solution for logic, memory and photonic devices and the newest addition to the FOX-P product family. The FOX WaferPak Contactor contains a unique full-wafer contactor capable of testing wafers up to 300mm that enables IC manufacturers to perform test, burn-in, and stabilization of full wafers on the FOX-P systems. The FOX DiePak Carrier allows testing, burning in, and stabilization of singulated bare die and modules up to 1024 devices in parallel per DiePak on the FOX-NP and FOX-XP systems up to nine DiePaks at a time. Acquired through its acquisition of Incal Technology, Inc., Aehr's new line of high-power package-level reliability/burn-in test solutions for AI semiconductor manufacturers, including its ultra-high-power Sonoma family of test solutions for AI accelerators, GPUs, and high-performance computing (HPC) processors, position Aehr within the rapidly growing AI market as a turnkey provider of reliability and testing that span from engineering to high volume production. For more information, please visit Aehr Test Systems' website at www.aehr.com.
Safe Harbor Statement
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or Aehr's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "going to," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr's expectations, strategy, priorities, plans, or intentions. Forward-looking statements in this press release include, but are not limited to, future requirements and orders of Aehr's new and existing customers; Aehr's ability to receive orders and generate revenue in the future, as well as Aehr's beliefs regarding the factors impacting the foregoing, including the growth of the markets referred to herein; Aehr's ability to integrate Incal efficiently; and the timing and extent to which the acquisition is accretive. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr's recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission. Aehr disclaims any obligation to update information contained in any forward-looking statement to reflect events or circumstances occurring after the date of this press release.
Aehr Test Systems oznámila rekordní čtvrtletní objednávky ve výši 60,7 mil. USD a effective backlog 100,6 mil. USD. Ve fiskálním roce 2027 očekává tržby 130 až 150 mil. USD.
Earnings Record quarterly bookings and effective backlog provide substantial visibility into projected fiscal 2027 revenue of $130 million to $150 million, representing 2.6x to 3.0x fiscal 2026 revenue
FREMONT, CA / ACCESS Newswire / July 14, 2026 / Aehr Test Systems (NASDAQ:AEHR), a leading provider of test and burn-in solutions for semiconductor devices used in artificial intelligence (AI), silicon photonics, data center, automotive, and industrial applications, today announced financial results for its fiscal 2026 fourth quarter and full year ended May 29, 2026.
Fiscal Fourth Quarter Financial Results:
Net revenue was $18.8 million, compared to $14.1 million in the fourth quarter of fiscal 2025.
GAAP net income was $1.4 million, or $0.04 per diluted share, compared to GAAP net loss of $(2.9) million, or $(0.10) per diluted share, in the fourth quarter of fiscal 2025.
Non-GAAP net income, which excludes stock-based compensation and acquisition-related adjustments, was $3.6 million, or $0.11 per diluted share, compared to non-GAAP net loss of $(0.2) million, or $(0.01) per diluted share, in the fourth quarter of fiscal 2025.
Bookings were a record $60.7 million for the quarter.
Backlog as of May 29, 2026 was $80.6 million. Effective backlog, including bookings since May 29, 2026, is $100.6 million.
Total cash, cash equivalents and restricted cash as of May 29, 2026 was $116.5 million, compared to $37.1 million on February 27, 2026.
Fiscal Year Financial Results:
Net revenue was $50.0 million, compared to $59.0 million in fiscal 2025.
GAAP net loss was $(7.1) million, or $(0.23) per diluted share, compared to GAAP net loss of $(3.9) million, or $(0.13) per diluted share, in fiscal 2025.
Non-GAAP net income was $0.9 million, or $0.03 per diluted share, which excludes stock-based compensation, acquisition-related adjustments and restructuring charges, compared to non-GAAP net income of $4.6 million, or $0.15 per diluted share, in fiscal 2025.
Cash used in operating activities was $3.3 million for fiscal 2026.
An explanation of the use of non-GAAP financial measures and a reconciliation of Aehr's non-GAAP financial measures to the most directly comparable GAAP financial measures can be found in the accompanying tables.
Gayn Erickson, President and CEO of Aehr Test Systems, commented:
"We are very pleased with our fiscal fourth quarter performance, which exceeded expectations and capped a year of significant bookings and revenue diversification for Aehr. Record quarterly bookings, a very strong backlog, and growing demand across AI processors, silicon photonics, and power semiconductors for our wafer-level and package-level burn-in solutions position us well for significant growth moving forward.
"With strong momentum and a record backlog of over $100 million heading into fiscal year 2027, we have substantial visibility into projected fiscal 2027 revenue of $130 million to $150 million, representing expected year-over-year growth of approximately 160% to 200%. This outlook is based on the information available to us today, including our current backlog and anticipated customer demand. We continue to pursue additional orders from existing and prospective customers.
"In wafer-level burn-in (WLBI), demand from AI-related applications continued to accelerate. Our lead AI production customer is significantly ramping capacity, driving an increase in forecasted capacity needs for our FOX WLBI solutions this year and beyond. They are shifting their burn-in from system-level to all wafer-level for their AI accelerators used for training and inference applications. We are also engaged with additional AI processor suppliers that are evaluating WLBI to improve product reliability and reduce yield loss from production burn-in of their devices later in the manufacturing process.
"We are excited to report that we successfully completed benchmark testing of our WLBI solution with a major supplier of AI accelerators, CPUs, and network processors. The testing was conducted on one of their processors and produced results that exceeded their expectations. This top-tier AI processor supplier has now expressed interest in moving to pilot production test validation for its current high-volume device, for which we completed the benchmark. They indicated that this device is expected to continue ramping and achieve significant volumes over the next year or more. In addition, they recently requested that we evaluate a second device in parallel. The potential revenue opportunity from any one of these devices is significant to Aehr in terms of near and long-term revenue streams related to the WLBI systems and proprietary Aehr WaferPak contactors.
"Our package-level burn-in business for AI processors also gained momentum in the year, highlighted by record follow-on production orders from our lead hyperscale customer for Sonoma systems supporting high-volume AI processor production burn-in. This customer is a premier large-scale data center provider and is forecasting a substantial expansion of Sonoma system purchases for a second device which has twice the power per package as the first device that they are using Sonoma systems for today. As their current and next-generation devices ramp, we believe Sonoma systems and consumables can become an increasingly important contributor to Aehr's revenue. We are also engaged with multiple current and potential new customers for package-level reliability qualification and production burn-in of AI accelerators, Application-Specific Integrated Circuits (ASICs), network processors, and also for edge AI processors for automotive and robotics, which represent significant opportunities for Aehr over the next few years.
"As we have anticipated for the last year, silicon photonics devices and the need for production burn-in is now seeing strong momentum as AI data center architectures increasingly rely on optical I/O and high-speed interconnects. Our lead silicon photonics customer is ramping, with follow-on orders this past year and more already in this fiscal year for fully automated WLBI systems powering AI optical I/O and data center interconnects. In addition, our newest major silicon photonics customer that is a global leader in networking products and solutions has provided us a forecast for additional systems this calendar year as it ramps capacity to support next-generation hyperscale data center deployments. We believe the silicon photonics and optical test and burn-in market has the potential to grow substantially and could be another long-term growth driver for Aehr.
"We are seeing encouraging signs of recovery in silicon carbide (SiC) power semiconductors. We are actively engaged to meet the WLBI needs of several of the world's largest automotive manufacturers and several of their SiC suppliers for their new electric vehicles. We also announced today that we received approximately $8 million in new orders in just the last month for silicon carbide WLBI WaferPaks as global electric vehicle programs accelerate. These include expanded production orders from our lead silicon carbide customer for WaferPak full wafer contactors, and a key order directly from one of the largest automotive companies in the world for multiple WaferPaks to be used in qualification of silicon carbide devices from suppliers for their new generation of electric vehicles using Aehr's FOX WLBI systems.This year, we expect renewed demand for both SiC and GaN power semiconductor test and burn-in, driven by automotive electrification and AI data center power infrastructure.
"We also continue to pursue opportunities in memory, including NAND flash and potential high bandwidth memory (HBM) applications with our WLBI solutions roadmap. The growth of these two memory markets may have never been stronger, with massive capacity increases planned this decade. We continue to work with multiple memory suppliers to align our solutions to meet the production needs of these companies' new capacity coming online.
"Looking ahead, we are very excited about our position entering fiscal 2027. With multiple customers entering or expanding production, a record backlog, and additional opportunities under discussion for both wafer-level and package-level burn-in, we believe Aehr is well positioned for multiple years of strong revenue growth."
Financial Guidance:
For the fiscal year ending June 25, 2027, Aehr expects total company revenue to be between $130 million and $150 million, representing approximately 160%-200% year-over-year growth. Aehr also expects non-GAAP net income to be 18% to 22% of total revenue. This outlook reflects the company's current effective backlog of approximately $100 million and expected customer demand from existing production programs. Aehr continues to pursue additional orders from current and prospective customers.
Management Conference Call and Webcast:
Aehr Test Systems will host a conference call and webcast today at 5:00 p.m. Eastern (2:00 p.m. Pacific) to discuss its fiscal 2026 fourth quarter and full year operating results. To access the live call, dial +1 888-506-0062 (US and Canada) or +1 973-528-0011 (International) and give the participant passcode 222496. In addition, a live and archived webcast of the conference call will be available over the Internet at www.aehr.com in the Investor Relations section and may also be accessed by clicking here. A phone replay of the call will be available approximately two hours following the end of the live call and will remain available for one week. To access the call replay, dial +1 877-481-4010 (US and Canada) or +1 919-882-2331 (International) and enter replay passcode 54119.
About Aehr Test Systems
Headquartered in Fremont, California, Aehr Test Systems is a leading provider of test solutions for testing, burning-in, and stabilizing semiconductor devices in wafer-level, singulated die, and package-level form, and has installed thousands of systems worldwide. Increasing quality, reliability, safety, and security needs of semiconductors used across multiple applications, including advanced artificial intelligence (AI) processors, silicon photonics, data and telecommunications infrastructure, electric vehicles, electric vehicle charging infrastructure, solar and wind power, computing, and solid-state memory and storage are driving additional test requirements, incremental capacity needs, and new opportunities for Aehr's products and solutions. Aehr has developed and introduced several innovative products including the FOX-PTM families of test and burn-in systems and FOX WaferPakTM Aligner, FOX WaferPak Contactor, FOX DiePak® Carrier and FOX DiePak Loader. The FOX-XP and FOX-NP systems are full-wafer contact and singulated die/module test and burn-in systems that can test, burn-in, and stabilize a wide range of devices such as leading-edge silicon carbide-based and other power semiconductors, 2D and 3D sensors used in mobile phones, tablets, and other computing devices, memory semiconductors, processors, microcontrollers, systems-on-a-chip, and photonics and integrated optical devices. The FOX-CP system is a low-cost single-wafer compact test solution for logic, memory and photonic devices and the newest addition to the FOX-P product family. The FOX WaferPak Contactor contains a unique full-wafer contactor capable of testing wafers up to 300mm that enables IC manufacturers to perform test, burn-in, and stabilization of full wafers on the FOX-P systems. The FOX DiePak Carrier allows testing, burning in, and stabilization of singulated bare die and modules up to 1024 devices in parallel per DiePak on the FOX-NP and FOX-XP systems up to nine DiePaks at a time. Acquired through its acquisition of Incal Technology, Inc., Aehr's new line of high-power package-level reliability/burn-in test solutions for AI semiconductor manufacturers, including its ultra-high-power Sonoma family of test solutions for AI accelerators, GPUs, and high-performance computing (HPC) processors, position Aehr within the rapidly growing AI market as a turnkey provider of reliability and testing that span from engineering to high volume production. For more information, please visit Aehr Test Systems' website at www.aehr.com.
Safe Harbor Statement
This press release contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Forward-looking statements generally relate to future events or Aehr's future financial or operating performance. In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates," "going to," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr's expectations, strategy, priorities, plans, or intentions. Forward-looking statements in this press release include, but are not limited to, future bookings, benchmark evaluations and product development from Aehr's new and existing customers; future applications and orders for the AI processors, test solutions for AI semiconductor manufacturers and the Sonoma system; revenue and revenue growth forecasted; financial performance and bookings forecasted; financial guidance for the full fiscal year 2027; expectations regarding current and future partnerships; expectations regarding industry demand and emerging technologies as a whole and smaller segments within it; and the ability for Aehr to successfully enter new markets. The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr's recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission. Aehr disclaims any obligation to update information contained in any forward-looking statement to reflect events or circumstances occurring after the date of this press release.
Contacts:
Aehr Test Systems
Chris Siu
Chief Financial Officer
[email protected]
PondelWilkinson, Inc.
Todd Kehrli or Jim Byers
Investor Contact
[email protected]
[email protected]
Financial Tables to Follow
AEHR TEST SYSTEMS
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS
(Unaudited)
Three Months Ended
Year Ended
May 29,
February 27,
May 30,
May 29,
May 30,
(In thousands, except per share data)
2026
2026
2025
2026
2025
Revenue
$
18,835
$
10,313
$
14,089
$
50,001
$
58,968
Cost of revenue
10,816
6,945
9,817
32,350
35,035
Gross profit
8,019
3,368
4,272
17,651
23,933
Operating expenses:
Research and development
3,645
3,167
2,686
12,633
10,463
Selling, general and administrative
5,580
4,430
3,926
19,161
18,283
Restructuring charges
-
-
864
6
864
Total operating expenses
9,225
7,597
7,476
31,800
29,610
Loss from operations
(1,206
)
(4,229
)
(3,204
)
(14,149
)
(5,677
)
Interest income, net
748
240
222
1,361
1,401
Other income (expense), net
3
(12
)
(4
)
1,052
(15
)
Loss before income tax benefit
(455
)
(4,001
)
(2,986
)
(11,736
)
(4,291
)
Income tax benefit
(1,846
)
(798
)
(87
)
(4,610
)
(381
)
Net income (loss)
$
1,391
$
(3,203
)
$
(2,899
)
$
(7,126
)
$
(3,910
)
Net income (loss) per share:
Basic
$
0.04
$
(0.10
)
$
(0.10
)
$
(0.23
)
$
(0.13
)
Diluted
$
0.04
$
(0.10
)
$
(0.10
)
$
(0.23
)
$
(0.13
)
Shares used in per share calculations:
Basic
31,881
30,695
29,823
30,669
29,581
Diluted
33,170
30,695
29,823
30,669
29,581
AEHR TEST SYSTEMS
RECONCILIATION OF GAAP TO NON-GAAP RESULTS
(Unaudited)
Three Months Ended
Year Ended
May 29,
February 27,
May 30,
May 29,
May 30,
(In thousands, except per share data)
2026
2026
2025
2026
2025
Reconciliation of GAAP to non-GAAP gross profit
GAAP gross profit
$
8,019
$
3,368
$
4,272
$
17,651
$
23,933
Special items:
a) Stock-based compensation expense
216
202
357
792
737
b) Acquisition-related adjustments
191
190
260
808
1,305
Non-GAAP gross profit
$
8,426
$
3,760
$
4,889
$
19,251
$
25,975
Reconciliation of GAAP to non-GAAP operating expenses
GAAP operating expenses
$
9,225
$
7,597
$
7,476
$
31,800
$
29,610
Special items:
a) Stock-based compensation expense
(1,649
)
(1,182
)
(1,064
)
(5,969
)
(4,027
)
b) Acquisition-related adjustments
(105
)
(106
)
(106
)
(422
)
(353
)
c) Restructuring charges
-
-
(864
)
(6
)
(864
)
d) Officer severance benefits
-
-
-
-
(653
)
e) Acquisition-related costs
-
-
-
-
(548
)
Non-GAAP operating expenses
$
7,471
$
6,309
$
5,442
$
25,403
$
23,165
Reconciliation of GAAP to non-GAAP income (loss) from operations
GAAP loss from operations
$
(1,206
)
$
(4,229
)
$
(3,204
)
$
(14,149
)
$
(5,677
)
Special items:
a) Stock-based compensation expense
1,865
1,384
1,421
6,761
4,764
b) Acquisition-related adjustments
296
296
366
1,230
1,658
c) Restructuring charges
-
-
864
6
864
d) Officer severance benefits
-
-
-
-
653
e) Acquisition-related costs
-
-
-
-
548
Non-GAAP income (loss) from operations
$
955
$
(2,549
)
$
(553
)
$
(6,152
)
$
2,810
Reconciliation of GAAP to non-GAAP income (loss) before income tax benefit
GAAP loss before income tax benefit
$
(455
)
$
(4,001
)
$
(2,986
)
$
(11,736
)
$
(4,291
)
Special items:
a) Stock-based compensation expense
1,865
1,384
1,421
6,761
4,764
b) Acquisition-related adjustments
296
296
366
1,269
1,658
c) Restructuring charges
-
-
864
6
864
d) Officer severance benefits
-
-
-
-
653
e) Acquisition-related costs
-
-
-
-
548
Non-GAAP income (loss) before income tax benefit
$
1,706
$
(2,321
)
$
(335
)
$
(3,700
)
$
4,196
Reconciliation of GAAP to non-GAAP net income (loss)
GAAP net income (loss)
$
1,391
$
(3,203
)
$
(2,899
)
$
(7,126
)
$
(3,910
)
Special items:
a) Stock-based compensation expense
1,865
1,384
1,421
6,761
4,764
b) Acquisition-related adjustments
296
296
366
1,269
1,658
c) Restructuring charges
-
-
864
6
864
d) Officer severance benefits
-
-
-
-
653
e) Acquisition-related costs
-
-
-
-
548
Non-GAAP net income (loss)
$
3,552
$
(1,523
)
$
(248
)
$
910
$
4,577
Reconciliation of GAAP to non-GAAP income (loss) per diluted share
GAAP income (loss) per diluted share
$
0.04
$
(0.10
)
$
(0.10
)
$
(0.23
)
$
(0.13
)
Special items:
a) Stock-based compensation expense
0.06
0.04
0.05
0.22
0.16
b) Acquisition-related adjustments
0.01
0.01
0.01
0.04
0.05
c) Restructuring charges
-
-
0.03
0.00
0.03
d) Officer severance benefits
-
-
-
-
0.02
e) Acquisition-related costs
-
-
-
-
0.02
Non-GAAP income (loss) per diluted share
$
0.11
$
(0.05
)
$
(0.01
)
$
0.03
$
0.15
a) Represents compensation expense for equity awards granted to employees and directors.
b) Represents amortization of acquired intangible assets and accretion expense of escrow payable.
c) Represents restructuring charges, primarily related to a lease early termination, along with employee termination benefits from a separate restructuring initiative.
d) Represents severance benefits, including compensation expense, provided due to the passing of an officer as per the terms of his change in control and severance agreement
e) Represents acquisition activity costs.
Non-GAAP measures should not be considered a replacement for GAAP results. The non-GAAP measures indicated above are financial measures the Company uses to evaluate the underlying results and operating performance of the business. The limitation of these measures are that they exclude items that impact the Company's current period GAAP measures. This limitation is best addressed by using these measures in combination with the most directly comparable GAAP financial measures. These measures are not in accordance with GAAP and may differ from non-GAAP methods of accounting and reporting used by other companies.
We believe these measures enhance investors' ability to review the Company's business from the same perspective as the Company's management and facilitate comparisons of this period's results with prior periods.
AEHR TEST SYSTEMS
CONSOLIDATED BALANCE SHEETS
(Unaudited)
May 29,
May 30,
(In thousands, except par value)
2026
2025
ASSETS
Current assets:
Cash and cash equivalents
$
116,358
$
24,529
Accounts receivable
17,473
14,191
Inventories
41,354
41,997
Prepaid expenses and other current assets
9,263
8,061
Total current assets
184,448
88,778
Property and equipment, net
8,940
8,969
Goodwill
10,719
10,719
Intangible assets, net
9,552
10,781
Deferred tax assets, net
23,829
19,114
Operating lease right-of-use assets, net
8,901
9,601
Other non-current assets
305
546
Total assets
$
246,694
$
148,508
LIABILITIES AND SHAREHOLDERS' EQUITY
Current liabilities:
Accounts payable
$
6,754
$
6,728
Accrued expenses and other current liabilities
5,283
6,020
Operating lease liabilities, short-term
626
909
Deferred revenue, short-term
5,192
1,981
Total current liabilities
17,855
15,638
Operating lease liabilities, long-term
9,256
9,921
Deferred revenue, long-term
34
36
Other long-term liabilities
38
42
Total liabilities
27,183
25,637
Shareholders' equity:
Preferred stock, $0.01 par value: Authorized: 10,000 shares;
Issued and outstanding: none
-
-
Common stock, $0.01 par value: Authorized: 75,000 shares;
Issued and outstanding: 32,480 shares and 29,877 shares at May 29, 2026 and May 30, 2025, respectively
325
299
Additional paid-in capital
249,477
145,758
Accumulated other comprehensive loss
(105
)
(126
)
Accumulated deficit
(30,186
)
(23,060
)
Total shareholders' equity
219,511
122,871
Total liabilities and shareholders' equity
$
246,694
$
148,508
AEHR TEST SYSTEMS
CONSOLIDATED SATEMENTS OF CASH FLOWS
(Unaudited)
Year Ended
May 29,
May 30,
(In thousands)
2026
2025
Cash flows from operating activities:
Net loss
$
(7,126
)
$
(3,910
)
Adjustments to reconcile net loss to net cash used in operating activities:
Stock-based compensation expense
6,761
5,162
Depreciation and amortization
2,799
2,312
Deferred income taxes
(4,715
)
(421
)
Amortization of operating lease right-of-use assets
731
1,076
Impairment of assets
-
584
Changes in operating assets and liabilities:
Accounts receivable
(3,307
)
(3,037
)
Inventories
11
(2,441
)
Prepaid expenses and other current assets
(2,763
)
(5,012
)
Accounts payable
991
(714
)
Accrued expenses
1,020
(378
)
Deferred revenue
3,209
143
Operating lease liabilities
(979
)
(699
)
Income taxes payable
58
(65
)
Net cash used in operating activities
(3,310
)
(7,400
)
Cash flows from investing activities:
Purchases of property and equipment
(2,066
)
(4,992
)
Payments for business acquisition, net of cash and cash equivalent acquired
(1,801
)
(11,075
)
Net cash used in investing activities
(3,867
)
(16,067
)
Cash flows from financing activities:
Proceeds from issuance of common stock from public offerings, net of issuance costs
97,395
-
Proceeds from issuance of common stock under employee plans
2,200
1,409
Shares repurchased for tax withholdings on vesting of restricted stock units
(2,384
)
(784
)
Net cash provided by financing activities
97,211
625
Effect of exchange rate changes on cash, cash equivalents and restricted cash
(6
)
13
Net increase (decrease) in cash, cash equivalents and restricted cash
90,028
(22,829
)
Cash, cash equivalents and restricted cash, beginning of year(1)
26,480
49,309
Cash, cash equivalents and restricted cash, end of year (1)
$
116,508
$
26,480
Supplemental cash flow information:
Income taxes paid
$
60
$
100
Interest paid
$
-
$
-
Supplemental disclosure of non-cash flow information:
Net transfer of equipment between inventory and property and equipment
$
702
$
458
Purchases of property and equipment included in accounts payable and accrued liabilities
$
-
$
1,259
Common stock issuance costs included in accounts payable
$
296
$
-
(1) Includes restricted cash within prepaid expenses and other current assets and other non-current assets.
Gladstone Investment oznámila měsíční hotovostní distribuce ve výši 0,08 USD na akcii za červenec, srpen a září, celkem 0,24 USD za čtvrtletí. Výsledky za první fiskální čtvrtletí zveřejní 6. srpna po uzavření trhu.
MCLEAN, VA / ACCESS Newswire / July 14, 2026 / Gladstone Investment Corporation (Nasdaq:GAIN) (the "Company") announced today that its board of directors declared the following monthly cash distributions to common stockholders. The Company also announced its plan to report earnings for its first fiscal quarter ended June 30, 2026.
Common Stock: $0.08 per share of common stock for each of July, August and September 2026 payable per the table below.
Record Date
Payment Date
Cash Distribution
July 24
July 31
$0.08
August 18
August 31
$0.08
September 21
September 30
$0.08
Total for the Quarter:
$0.24
The Company offers a dividend reinvestment plan (the "DRIP") to its common stockholders. For more information regarding the DRIP, please visit www.gladstoneinvestment.com.
The Company also announced today that it plans to report earnings after the stock market closes on Thursday, August 6, 2026, for its first fiscal quarter ended June 30, 2026. The Company will hold a conference call on Friday, August 7, 2026 at 8:30 a.m. Eastern Time to discuss its earnings results. Please call (866) 373-3416 to enter the conference call. An operator will monitor the call and set a queue for questions.
A conference call replay will be available beginning after the call and will be accessible through August 14, 2026. To hear the replay, please dial (877) 660-6853 and use playback conference number 13760772.
The live audio broadcast of the Company's conference call will be available online at www.gladstoneinvestment.com. The event will also be archived and available for replay on the Company's website.
About Gladstone Investment Corporation: Gladstone Investment Corporation is a publicly traded business development company that seeks to make secured debt and equity investments in lower middle market businesses in the United States in connection with acquisitions, changes in control, and recapitalizations. Information on the business activities of all the Gladstone funds can be found at www.gladstonecompanies.com.
Investor Relations Inquiries: Please visit www.gladstonecompanies.com or (703) 287-5893.
Indian Gas Exchange podala žádost na burzu (IPO), zatímco mateřská IEX prodá až 16,7 milionu akcií, aby snížila podíl na 25 % podle regulačních pravidel.
File Photo: The Bombay Stock Exchange logo is seen under a bull statue at the entrance of their building in Mumbai, India January 30, 2018. Picture taken January 30, 2018. REUTERS/Shailesh... Purchase Licensing Rights, opens new tab Read more
CompaniesJuly 14 (Reuters) - Indian Gas Exchange (IGX) has filed for an initial public offering, draft papers showed on Tuesday, as parent Indian Energy Exchange (IEX) (IIAN.NS), opens new tab looks to pare its stake in the gas trading exchange to comply with regulatory rules.
IEX, which currently owns 47.3% of IGX, will sell up to 16.7 million shares in the offering, reducing its stake to 25% -the regulatory ceiling on ownership of a gas exchange by any shareholder that isn't itself a member of the exchange.
IGX shares are expected to list on the BSE, according to its draft prospectus. The company is not selling new shares in the IPO and will not receive any proceeds.
IGX counts GAIL (GAIL.NS), opens new tab, ONGC (ONGC.NS), opens new tab, Indian Oil (IOC.NS), opens new tab, Adani Total Gas (ADAG.NS), opens new tab, Torrent Gas (TORR.BO), opens new tab and NSE Investments among its other shareholders.
The Noida-based company posted a 36.5% rise in annual profit to 420.2 million rupees ($4.37 million) in fiscal 2026, while revenue grew 25% to 610.1 million rupees.
Axis Capital and Motilal Oswal Investment Advisors are managing the offering.
($1 = 96.2000 Indian rupees)
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Reporting by Bipasha Dey in Bengaluru; Editing by Shailesh Kuber
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Match Group (NASDAQ: MTCH) will release financial results for the second quarter 2026 on Tuesday, August 4, 2026 after-market close. The company will host its quarterly conference call to discuss these results at 5:00 p.m. ET on the same day.
A live webcast of the conference call, along with supplemental investor materials, can be accessed at https://ir.mtch.com. A replay of the webcast will be available through the same link following the conference call.
Match Group About Match Group
Match Group (NASDAQ: MTCH), through its portfolio companies, is a leading provider of digital technologies designed to help people make meaningful connections. Our global portfolio of brands includes Tinder®, Hinge®, Match®, Meetic®, OkCupid®, Pairs™, PlentyOfFish®, Azar®, BLK®, and more, each built to increase our users' likelihood of connecting with others. Through our trusted brands, we provide tailored services to meet the varying preferences of our users. Our services are available in over 40 languages to our users all over the world.
, /PRNewswire/ -- International Paper (NYSE: IP; LSE: IPC), today declared a quarterly dividend of $0.4625 per share for the period from July 1, 2026, to September 30, 2026, inclusive, on the common stock, par value $1.00, of the Company, payable on September 15, 2026, to holders of record at the close of business on August 14, 2026.
Today, the Company also declared a quarterly dividend of $1.00 per share for the period from July 1, 2026, to September 30, 2026, inclusive, on the cumulative $4.00 preferred stock of the Company, payable on September 15, 2026, to holders of record at the close of business on August 14, 2026.
About International Paper (NYSE: IP; LSE: IPC)
International Paper creates sustainable packaging solutions that enable our customers, teammates and shareowners to thrive in an ever-changing world. We are a leader in corrugated packaging, partnering with customers across industries to protect what matters most, strengthen supply chains and create lasting value. Learn more at internationalpaper.com.
Key Takeaways Schneider trades at a discount forward P/S ratio than its industry average, signaling a cheap valuation.SNDR grapples with insurance-related costs, macro-economic uncertainty and lower brokerage volume.Schneider expects its 2026 adjusted earnings per share to be in the range of 70 cents to $1.00. Schneider National, Inc. (SNDR - Free Report) looks cheap from a valuation standpoint. Considering the forward 12-month price-to-sales ratio (P/S-F12M), Schneider is trading at a discount compared to the industry.
The stock has a forward 12-month P/S-F12M of 1.03X compared with 1.52X for the industry over the past five years. These factors indicate that the stock’s valuation is attractive. Schneider has a Value Score of B.
Schneider P/S Ratio (Forward 12 Months) Vs. Industry Image Source: Zacks Investment Research
Given this backdrop, the question now arises whether it is worth buying, holding, or selling the Schneider stock at current prices. Let us delve deeper to find out.
Tailwinds Working in Favor of Schneider StockSchneider’s management provided upbeat full-year 2026 earnings guidance. The company expects its 2026 adjusted earnings per share (EPS) to be in the range of 70 cents to $1.00, which is above the 2025 adjusted EPS of 63 cents. The upside is expected to have been aided by the cost reduction initiatives. With the successful attainment of cost savings target in 2025, SNDR is hopeful to achieve another $40 million in targeted cost savings in 2026. SNDR aims to boost its earnings by leveraging productivity and asset efficiency actions while improving the topline without incremental growth investments. The Zacks Consensus Estimate is currently pegged at 90 cents per share.
Schneider’s solid balance sheet increases financial flexibility. The company ended first-quarter 2026 with cash and cash equivalents of $227.8 million and the current debt level of $10.7 million. This implies that the company has sufficient cash to meet its current debt obligations. Further, SNDR’s long-term debt has declined to $388.1 million at the end of first-quarter 2026 from $565.8 million at the end of first-quarter 2025.
A strong balance sheet enables the company to reward shareholders with dividends and share repurchases. As a reflection of its shareholder-friendly stance, in 2022, 2023 and 2024, SNDR paid dividends of $55.7 million, $63.6 million and $66.6 million, respectively. As of March 31, 2026, the company had returned $17.1 million in the form of dividends to shareholders year to date.
SNDR is also active on the buyback front. In January 2026, SNDR's board of directors approved a new stock repurchase program, effective immediately, under which up to $150 million of the company’s outstanding Class A common stock, and/or Class B common stock, may be acquired over the next three years. This share buyback program supersedes and replaces the $150 million stock repurchase authorization approved by SNDR's board on Jan. 31, 2023 (the “Prior Repurchase Program”), which is scheduled to expire on Jan. 31, 2026, and is substantially similar to the Prior Repurchase Program.
SNDR repurchased 4.4 million shares for a total of $110.1 million under the Prior Repurchase Program. As of March 31, 2026, the company had repurchased a total of 0.2 million Class B shares amounting to $5.2 million under the new program. Buybacks not only reduce the total outstanding share count, thereby increasing earnings per share, but also signal management's belief in the intrinsic value of the stock. Such shareholder-friendly moves instill investor confidence and positively impact the company's bottom line.
Schneider Stock’s Price PerformanceShares of Schneider have gained 38.3% so far this year, outperforming the transportation-services industry’s 11.8% increase, as well as that of other industry players, Expeditors International of Washington, Inc. (EXPD - Free Report) and C.H. Robinson Worldwide, Inc. (CHRW - Free Report) .
Schneider Stock’s YTD Price Comparison Image Source: Zacks Investment Research
What Do Earnings Estimates Say for SNDR?The positive sentiment surrounding Schneider stock is evident from the fact that the Zacks Consensus Estimate for the second quarter of 2026 and the third quarter of 2026 earnings has been revised upward in the past 90 days. The consensus mark for 2026 and 2027 earnings has also been projected northward in the past 90 days.
The favorable estimate revisions indicate brokers’ confidence in the stock.
Image Source: Zacks Investment Research
Time to Buy Schneider StockApart from being attractively valued, Schneider stock is being well-served by its focus on the successful attainment of cost reduction initiatives. SNDR aims to boost its earnings by leveraging productivity and asset efficiency actions while improving the topline without incremental growth investments. Initiatives to reward its shareholders through dividends and buybacks are praiseworthy as well.
We believe that the positives surrounding the stock (as highlighted throughout the write-up) outweigh the concerns regarding an increase in third-party carrier capacity costs, unplanned auto production shutdowns, raised healthcare costs, higher maintenance costs, lower gains on sale of assets, and increased fuel expense, lower brokerage volume, risks associated with an ongoing volatile macro environment and geopolitical tensions. We, therefore, suggest investors add Schneider stock to their portfolios for healthy returns. The company’s Zacks Rank #1 (Strong Buy) further supports our thesis. You can see the complete list of today’s Zacks #1 Rank stocks here.
IonQ za měsíc spadl o 36,4 %, i když v 1. čtvrtletí 2026 tržby meziročně vzrostly o 755 % a firma zvýšila výhled tržeb na 260–270 milionů USD. Remaining performance obligations se rozšířily na 470 milionů USD.
Key Takeaways IonQ shares fell 36.4% in a month despite strong industry support and solid business fundamentals.IONQ posted 755% Q1 2026 revenue growth, raised 2026 guidance and expanded backlog to $470 million.IonQ's pullback is tied to macro pressures, with Q2 results seen as key to confirming execution. IonQ (IONQ - Free Report) shares have tumbled 36.4% over the past month, underperforming other pure-play quantum computing stocks, including Rigetti Computing (RGTI - Free Report) , down 32.3%, D-Wave Quantum (QBTS - Free Report) , down 28.9%, and Quantum Computing Inc. (QUBT - Free Report) , down 27.9%, despite the sector's favorable long-term outlook. The decline comes even as Washington intensified support for quantum technologies through executive orders, increased funding initiatives and a renewed focus on post-quantum cybersecurity. This shows a clear disconnection between industry fundamentals and investor sentiment.
IonQ: One-Month Price Comparison
Image Source: Zacks Investment Research
The sharp decline in IonQ's share price also raises an important question for investors does the recent correction present an attractive buying opportunity? Given IonQ's leadership among pure-play quantum companies in terms of revenue growth, commercial traction and financial strength, its lower share price warrants a closer look. Let's check whether the recent weakness reflects temporary market sentiment or signals a more fundamental concern.
Is IonQ's Recent Weakness a Buying Opportunity?IonQ's recent selloff appears to be driven more by market dynamics than by deteriorating fundamentals. In the first quarter of 2026, the company reported revenue growth of 755% year over year, exceeding the midpoint of its guidance by 30%. It has also raised its 2026 revenue outlook to $260-$270 million and expanded its remaining performance obligations to $470 million.
Despite this, the stock price dipped largely because a resilient U.S. labor market has led to the Federal Reserve's cautious approach toward interest-rate cuts, keeping bond yields elevated. This environment has prompted investors to trim exposure to high-multiple, long-duration growth stocks, with speculative technology names, including quantum computing companies, bearing the brunt of the rotation. The company also did not announce any major business developments over the past 30 days that could have supported the stock. This has limited buying interest ahead of the next earnings report.
That said, while near-term volatility may persist, the current pullback does not yet point to a weakening investment thesis. The key question is whether IonQ can sustain its commercial momentum through additional customer wins, successful integration of recent acquisitions and continued execution against its technology roadmap. If management delivers on these fronts in the coming quarters, the recent decline could ultimately prove to be a sentiment-driven correction rather than a reflection of weakening business fundamentals.
From a technical standpoint, IonQ's shares are now trading below both their 50-day and 200-day simple moving averages (SMA), reflecting weak near-term momentum even as the company's fundamentals remain intact.
50-and-200-Day SMAs
Image Source: Zacks Investment Research
IONQ Stock is Weak but the Fundamentals Remain StrongThe Zacks Consensus Estimate calls for sales to surge 105.7% in 2026 and another 50.3% in 2027, while losses are expected to narrow meaningfully over the next two years, as shown below.
Image Source: Zacks Investment Research
Our TakeGiven the company's solid execution and favorable long-term industry outlook, the recent pullback does not appear to justify aggressive profit booking at current levels. While near-term volatility may persist amid macroeconomic uncertainty and the absence of fresh business updates, IonQ's strong revenue trajectory, expanding backlog and improving commercial traction continue to support its long-term growth story. With the stock carrying a Zacks Rank #3 (Hold), existing investors may consider holding their positions and closely monitoring the upcoming second-quarter 2026 earnings release for further confirmation of execution before making any portfolio changes. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Vertiv ve 1. čtvrtletí 2026 zvýšil tržby o 30 % na 2,65 miliardy USD a upravený zředěný EPS o 83 % na 1,17 USD. Firma zároveň zvýšila celoroční výhled.
Vertiv (VRT 0.74%) is getting renewed investor attention as artificial intelligence spending shifts from hype to real-world build-outs. That's because every new data center uses huge amounts of electricity and produces huge amounts of heat.
Without reliable power supplies, robust backup systems, and advanced cooling, the world's most powerful AI chips are basically expensive paperweights. Vertiv sells power and cooling gear that data centers can't run without. That helps explain the 1,070% surge in Vertiv's stock over the past five years as investors chased the infrastructure side of the AI story.
The question for investors today, though, is whether the fundamentals can support more upside from here.
Image source: Getty Images.
The data center boom is already showing up in Vertiv's numbers In the first quarter of 2026, Vertiv's revenue increased 30% year over year to $2.65 billion. Adjusted diluted earnings per share (EPS) jumped 83% to $1.17.
Management also raised its 2026 guidance, projecting revenue of $13.5 billion to $14 billion for the year, and adjusted EPS of $6.30 to $6.40.
Step back a bit further, and the trend is hard to miss. Over the last three years, Vertiv's revenue and net income have improved significantly. Together, it suggests Vertiv's push into AI-related data center demand is already translating into results. That's impressive for a company that has only been public for six years.
So what could keep the momentum going?
Artificial intelligence could reach $2 trillion by 2034 Vertiv's biggest catalyst is its position serving the AI build-out. There are forecasts that the artificial intelligence industry will grow to a value of $2 trillion by 2034. It's hard to imagine that happening without a lot more data centers.
That's where the spending wave comes in. The four major hyperscalers -- Microsoft, Meta Platforms, Amazon, and Alphabet -- have all been vocal about their plans to increase capital expenditures tied to AI and infrastructure. Some portion of that money will inevitably flow into the less-glamorous parts of the stack, like power, cooling, and the hardware needed to keep data centers running reliably.
Vertiv hasn't publicly disclosed major contracts with AWS, Microsoft, Google, or Meta. Still, it has announced an engineering partnership with Nvidia to develop power and liquid-cooling architectures that hyperscalers may use when deploying next-generation AI systems. That kind of partnership can provide a company with enhanced credibility and help open doors to additional deals over time.
Its P/E of 80 could be a cause for concern The catch is that Vertiv's stock has moved much faster than most "normal" valuation models would expect.
Today's Change
(
-0.74
%) $
-2.26
Current Price
$
303.61
Shares are up about 150% over the last 52 weeks and more than 3,000% since it went public in 2020 via a reverse merger with a special purpose acquisition company (SPAC). The stock also trades at roughly 80 times earnings. At today's price, investors are paying about $80 for every $1 of profit the company generates.
On a traditional basis, that's a steep premium. It's also not unique in the AI trade, where investors are often willing to pay up now for growth they expect to show up later.
Even so, Vertiv's valuation stands out compared with some of the biggest names in tech. Nvidia trades around 32 times earnings, Meta around 24, Microsoft around 23, and Amazon and Alphabet are both below 30.
Does that mean investors should avoid Vertiv simply because the price-to-earnings ratio is high? Not necessarily. Such a premium could be justified if growth remains strong and demand for data center infrastructure continues to accelerate. If AI spending is still in its early innings and hyperscalers continue to build out capacity, Vertiv's business could grow enough to match today's optimistic valuation.
Is Vertiv a buy? For long-term investors with a higher tolerance for volatility, Vertiv could be a compelling buy. The stock isn't cheap, but the company's leadership in power and cooling, plus AI's shift from hype to real-world infrastructure spending, gives the thesis room to keep working.
If the "real economy" phase of AI is just getting started, Vertiv may remain one of the clearer ways to ride it, even if the path is bumpy.
Chewy vidí péči o zvířata jako klíčový dlouhodobý růstový motor a po akvizici Modern Animal čeká zhruba 60 klinik do konce fiskálního roku 2026. Síť Vet Care má přitahovat nové zákazníky a zvyšovat útraty stávajících.
Key Takeaways Chewy sees pet healthcare as a major growth opportunity, supported by its Vet Care clinic network.CHWY's Vet Care clinics attract new customers and increase spending from existing customers.CHWY expects Modern Animal to accelerate clinic expansion to about 60 locations by fiscal 2026. Chewy, Inc. (CHWY - Free Report) believes pet healthcare remains one of its largest long-term growth opportunities, supported by an estimated total addressable market of around $54 billion. Chewy Vet Care clinics continue to generate strong stand-alone economics while serving as effective customer acquisition and retention channels for the broader ecosystem. The shortage of veterinarians also provides Chewy with a structural advantage as it expands its veterinary clinic network.
To support this strategy, the company completed the acquisition of Modern Animal. Management noted that Modern Animal adds a complementary clinic footprint, strong clinical expertise and a technology-enabled operating model aligned with Chewy Vet Care. The acquisition is expected to accelerate clinic expansion by combining Chewy Vet Care’s organic growth with Modern Animal’s existing footprint and development pipeline, with the combined business projected to operate approximately 60 clinics by the end of fiscal 2026 and generate an embedded steady-state revenue contribution of about $290 million.
The company noted that Chewy Vet Care continues to strengthen the broader Chewy ecosystem by attracting new customers to the platform while encouraging existing customers to increase their spending following their initial clinic visit. This demonstrates the strategic value of its integrated pet healthcare offering by supporting customer acquisition, retention and a greater share of wallet, while reinforcing the company's long-term growth strategy.
Additionally, technology-enabled workflows and AI-assisted tools are driving strong veterinary productivity, retention and employee satisfaction. Combined with Chewy’s recurring revenue model, scaled fulfillment network and expanding healthcare platform, these capabilities support its long-term 10% adjusted EBITDA margin target. Overall, Chewy's expanding healthcare ecosystem strengthens its competitive moat by enhancing customer acquisition, retention and share of wallet while supporting long-term profitability.
Zacks Rundown for CHWYCHWY shares have lost 25.3% in the past three months compared with the industry’s 2.6% decline. The company carries a Zacks Rank #5 (Strong Sell) at present.
Image Source: Zacks Investment Research
From a valuation standpoint, CHWY trades at a forward price-to-earnings ratio of 21.74, lower than the industry’s average of 21.84.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for earnings for the current and next fiscal year indicates year-over-year growth of 20.5% and 21.7%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Phibro Animal Health Corporation (PAHC - Free Report) operates as an animal health and mineral nutrition company in the United States, Latin America and Canada, Europe, the Middle East, Africa, and the Asia Pacific. PAHC currently carries a Zacks Rank of 2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for PAHC's current fiscal-year sales and earnings implies growth of 14.8% and 47.4%, respectively, from the year-ago actuals. PAHC delivered a trailing four-quarter earnings surprise of 16.3%, on average.
Carvana Co. (CVNA - Free Report) , currently carrying a Zacks Rank #2, operates an e-commerce platform for buying and selling used cars.
The Zacks Consensus Estimate for CVNA’s current financial-year sales implies growth of 38.5%, and the same for earnings implies a decline of 6.5% from the year-ago reported numbers. CVNA delivered a negative trailing four-quarter earnings surprise of 71.6%, on average.
Amazon.com Inc. (AMZN - Free Report) engages in the retail sale of consumer products, advertising, and subscription services through online and physical stores in North America and internationally. At present, Amazon carries a Zacks Rank of 2.
The consensus estimate for Amazon’s current fiscal-year sales and earnings implies growth of 15.2% and 29.6%, respectively, from the year-ago figures. AMZN delivered a trailing four-quarter earnings surprise of 11.4%, on average.
JFrog rozšiřuje působení v kanadském veřejném sektoru díky partnerství s DCI, které má automatizovat tvorbu SBOM a posílit bezpečnost softwarového řetězce. V 1. čtvrtletí tržby meziročně vzrostly o 26 % na 154 mil. USD.
Key Takeaways JFrog and DCI will bring automated SBOMs and stronger supply chain security to Canadian agencies. AI demand is lifting Artifactory, Xray, Curation and Advanced Security across enterprise workflows. First-quarter revenues rose 26% to $154M year over year, while $1M-plus ARR customers climbed 48% to 80. JFrog (FROG - Free Report) is expanding its presence in the Canadian public sector through a partnership with Digital Commerce Intelligence (DCI), strengthening its software supply chain security and compliance capabilities.
Under the collaboration, DCI will integrate JFrog's Software Supply Chain Platform into its government-focused offerings, enabling Canadian federal, provincial and municipal organizations to automate software bill of materials (SBOM) generation, improve software transparency and comply with evolving cybersecurity standards. The partnership is designed to help public sector agencies secure software development while responding more efficiently to increasingly stringent software transparency requirements.
The collaboration expands JFrog's public sector presence as software supply chain security becomes increasingly important amid rising cyber threats and evolving regulations. Integrating JFrog's DevSecOps platform with DCI's government expertise is expected to simplify compliance, enhance software governance and strengthen cyber resilience across Canadian public institutions. The partnership also supports JFrog's strategy of broadening platform adoption through ecosystem collaborations.
JFrog Benefits From AI-Driven Software Supply Chain SecurityJFrog shares have surged 47.3% year to date, significantly outperforming the broader Zacks Computer and Technology sector's 16.9% return. The rally reflects investors' confidence in JFrog's artificial intelligence (AI)-driven cloud growth, expanding software supply chain security business, and growing enterprise adoption.
The DCI partnership supports JFrog's broader strategy of becoming the trusted software supply chain platform for enterprises and government agencies. As AI coding assistants and open-source software accelerate application development, organizations increasingly need a unified platform to secure, govern and manage software throughout its lifecycle.
JFrog's platform serves as a centralized system of record for software artifacts, binaries, and AI assets across DevOps, DevSecOps and MLOps workflows. Management noted that AI is creating an "AI-fueled tsunami of binaries," driving demand for JFrog Artifactory as well as security solutions such as Curation, Xray and Advanced Security, which help prevent malicious software packages from entering production while providing continuous governance and policy enforcement.
Further expanding its portfolio, on June 2026, JFrog partnered with Anthropic to bring enterprise-grade software supply chain governance and security to Claude Code, enabling developers and AI coding agents to securely access trusted software packages, AI artifacts and governance controls directly from the JFrog Platform. Together, these initiatives strengthen JFrog's position as the trust layer for enterprise AI software development.
JFrog's expanding DevSecOps platform is translating into strong business momentum. First-quarter 2026 revenues grew 26% year over year to $154 million, while customers with more than $1 million in annual recurring revenues increased 48% to 80, reflecting rising demand for software supply chain security solutions.
JFrog Offers Strong Q2 2026 OutlookJFrog's expanding software supply chain platform, accelerating AI adoption, and growing cloud business are expected to support long-term revenue growth.
For the second quarter of 2026, JFrog expects revenues to be between $154 million and $156 million.
The Zacks Consensus Estimate for second-quarter 2026 revenues is pegged at $155.43 million, indicating continued year-over-year growth of 22.18%.
The consensus mark for second-quarter 2026 earnings is pegged at 24 cents per share, unchanged over the past 30 days. The figure implies a year-over-year increase of 33.33%.
JFrog's Zacks Rank & Stocks to ConsiderCurrently, JFrog carries a Zacks Rank #3 (Hold).
Digital Turbine (APPS - Free Report) , Dell Technologies (DELL - Free Report) and Analog Devices (ADI - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Computer and Technology sector. Digital Turbine, Dell Technologies and Analog Devices sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
APPS shares have rallied 99% in the year-to-date period. The long-term earnings growth rate for Digital Turbine is pegged at 18.98%.
DELL shares have surged 239.3% in the year-to-date period. The long-term earnings growth rate for Dell Technologies is pegged at 26.35%.
Shares of ADI have gained 42.3% in the year-to-date period. The long-term earnings growth rate for Analog Devices is pegged at 28.76%.
Klarna připravuje SRT na přesun úvěrového rizika z BNPL půjček za zhruba 5 miliard SEK, což by jí uvolnilo kapitál pro další růst. Transakce může být dokončena do konce čtvrtletí.
Klarna is working on a significant risk transfer (SRT) that will enable it to offload credit risk tied to buy now, pay later (BNPL) loans and free up capital, Bloomberg reported Tuesday (July 14), citing unnamed sources.
The SRT is tied to about 5 billion kroner (about $516 million) of loans originated by Klarna’s Swedish unit, and the transaction may be completed by the end of the quarter, according to the report.
Reached by PYMNTS, Klarna declined to comment on the report.
SRTs, which are also known as synthetic risk transfers, allow investors to earn regular payments in return for taking on credit risk from a lender’s portfolio.
Klarna is working on its SRT while looking to roll out new products and grow its business in several countries, especially the United States, at a time when its shares are trading at about half the price they achieved in the company’s September initial public offering, according to the Bloomberg report.
An SRT would enable Klarna to undertake new lending, acquisitions or shareholder payouts, per the report.
Klarna announced in April that it entered into a new SRT that covers $1.7 billion in euro-denominated loans and frees up capital to support continued growth. The company said the deal was its sixth SRT transaction.
“This is our largest and most efficient SRT transaction to date,” Klarna Chief Financial Officer Niclas Neglén said in an April 1 press release. “These transactions allow us to maximize every unit of capital to support our continued momentum.”
Klarna said during a May earnings report that in the first quarter, its revenue increased 44% year over year to reach $1 billion and its gross merchandise volume rose 33% to $33.7 billion.
PYMNTS reported at the time that Klarna pushed deeper into everyday spending during the quarter as consumers used BNPL for everything from groceries to larger-ticket purchases and as deposits, debit usage and point-of-sale financing accounted for a greater part of the company’s growth story.
Klarna announced July 6 that it applied to establish Klarna Bank USA, its proposed Utah-chartered industrial bank. The company has been licensed as a bank in Europe since 2017 and offers banking services in the U.S. through a network of partners.
Amphenol v 1. čtvrtletí 2026 získal rekordní objednávky za 9,4 mld. USD a tržby v oblasti obrany, průmyslu i komerčního letectví výrazně rostly. Podle článku tak působí silněji než Astera Labs.
Key Takeaways APH benefits from record orders, diversified demand and the CommScope acquisition to support growth. ALAB posted strong revenue growth as PCIe Gen 6 products gained traction in AI infrastructure. APH stands out over ALAB with broader revenue streams and stronger business momentum. Astera Labs (ALAB - Free Report) and Amphenol (APH - Free Report) are major players in the connectivity and data center infrastructure space. While Astera Labs develops semiconductor-based connectivity solutions tailored for cloud and AI infrastructure, Amphenol specializes in interconnect and sensor technologies across diverse industries.
So, ALAB or APH — Which of these Connectivity stocks has the greater upside potential? Let’s find out.
The Case for ALABAstera Labs is rapidly expanding its portfolio to address the growing demands of AI infrastructure and connectivity solutions. It benefits from strong demand for its PCIe solutions, which is noteworthy.
In the first quarter of 2026, Astera Labs delivered strong financial results, with revenues reaching $308 million, up 14% sequentially and 93% year over year. PCIe Gen 6 revenues accounted for more than one-third of the company’s total revenues in the quarter, underscoring the centrality of this product line to Astera Labs’ growth. Millions of PCIe Gen 6 ports have been shipped to date, demonstrating the maturity and adoption of Astera Labs’ portfolio across AI fabric and signal conditioning applications.
ALAB is diversifying its customer base with new design wins and is well-positioned to capitalize on the industry’s transition to PCIe 6, 800 gigs and 1.6T Ethernet connectivity. Management expects continued strong revenue growth through 2026 and into 2027, driven by the proliferation of AI fabrics and the ongoing shift to higher-speed connectivity standards.
Astera Labs’ strong fundamentals, expanding partnerships and rising AI demand reinforce its leadership in connectivity solutions. However, elevated R&D spending, acquisition-related investments and aggressive expansion efforts are pressuring profitability in the near term.
The Case for APHAmphenol benefits from a diversified business model. Its strong portfolio of solutions, including high-technology interconnect products, is a key catalyst. The company is seeing strong demand for high-speed, power and fiber interconnect products, led by AI-related IT datacom programs and supported by defense, commercial air and diversified industrial applications.
The recent acquisition of CommScope has further strengthened APH’s position in the connectivity space. This move has expanded APH’s product offerings to include the industry’s broadest range of high-speed copper, power and fiber optics interconnect products. It also opened new growth avenues in building connectivity, enabling APH to serve commercial buildings, smart factories, and other infrastructure projects that require robust, future-ready connectivity solutions. The integration of CommScope’s global distribution channels and expertise is expected to create additional synergies and long-term value.
Customer engagement and order trends point to more upside ahead. APH booked a record $9.4 billion in orders in the first quarter of 2026, with a strong book-to-bill ratio of 1.24:1. Customers, especially hyperscalers and enterprise/cloud providers, are seeking more products and are increasingly willing to make commitments that support APH’s capacity investments.
Amphenol continues to benefit from diversified demand across defense, industrial, commercial aerospace and automotive markets. In the first quarter of 2026, defense sales increased 44%, industrial sales rose 52% and commercial aerospace grew 22% on a year-over-year basis. APH expects continued sequential growth in defense and industrial markets during the second quarter, supported by rising defense spending, industrial automation, factory digitization and building connectivity investments.
Price Performance and Valuation of ALAB and APHIn the year-to-date period, ALAB and APH’s shares have gained 117.7% and 15.5%, respectively. The outperformance of ALAB stock can be attributed to its expanding portfolio to address the growing demands of AI infrastructure and connectivity solutions. Its product portfolio, including Scorpio, Aries, and Taurus, has been a key catalyst.
Despite APH’s expanding portfolio sensitivity to telecom and mobile cycles, recent China tax determinations that lift the effective tax rate outlook, macro uncertainty and intense competition are headwinds.
ALAB and APH Stock Performance
Image Source: Zacks Investment Research
Valuation-wise, ALAB and APH shares are currently overvalued as suggested by a Value Score of D and F, respectively.
In terms of forward 12-month Price/Sales, ALAB shares are trading at 33.39X, higher than Amphenol’s 5.34X.
ALAB and APH Valuation
Image Source: Zacks Investment Research
How Do Earnings Estimates Compare for ALAB & APH?The Zacks Consensus Estimate for ALAB’s 2026 earnings is currently pegged at $2.97 per share, which has increased by a couple of pennies over the past 30 days. This indicates a 61.41% year-over-year rise.
The Zacks Consensus Estimate for Amphenol’s 2026 earnings is currently pegged at $4.76 per share, which has remained unchanged over the past 30 days. This indicates a 42.51% year-over-year rise.
ConclusionWhile both ALAB and Amphenol are well-positioned to capitalize on the booming connectivity and data center infrastructure space, Amphenol appears to be the stronger bet given its diversified revenue streams, strong order growth and broader market exposure.
Despite ALAB’s expanding portfolio and strong AI-driven demand, its elevated spending and near-term profitability pressures make the stock riskier at current levels.
Currently, Amphenol has a Zacks Rank #2 (Buy), making the stock a stronger pick than Astera Labs, which has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SpaceX po pondělním propadu o 4 % v úterý vzrostla zhruba o 1,5 % a držela se jen lehce nad IPO cenou 135 USD. Evercore ISI nově zahájila pokrytí s doporučením Outperform a cílovou cenou 230 USD.
SpaceX SPCX shares rose about 1.5% on Tuesday, recovering modestly after a recent selloff that brought the stock close to its initial public offering price, as a broader market rally and a fresh bullish analyst initiation supported sentiment.
The stock traded around $141 after falling about 4% on Monday. Despite the rebound, shares remained only slightly above the company's $135 IPO price.
The broader market also advanced after June inflation data came in weaker than expected.
The S&P 500 gained 0.4%, while the Nasdaq Composite rose 0.9%. The Dow Jones Industrial Average traded around the flatline.
The consumer price index fell 0.4% in June from the previous month, bringing the annual inflation rate to 3.5%.
Economists polled by Dow Jones had expected a monthly decline of 0.1% and an annual inflation rate of 3.8%.
Elon Musk's rocket and artificial intelligence company priced its IPO at $135 per share on June 11, with shares opening at $150 the following day.
The stock climbed as high as $225.64 on June 16 before retreating nearly 40% from that peak. On Monday, shares fell as low as $136.78, narrowly remaining above the IPO price.
The decline has come despite broadly positive sentiment from Wall Street analysts.
Approximately 80% of analysts covering SpaceX rate the stock a Buy, compared with a typical Buy-rating ratio of 55% to 60% for S&P 500 companies.
The average analyst price target stands at about $240 per share, implying a valuation of roughly $3 trillion.
Several Wall Street firms have also outlined long-term growth scenarios for the company based on expectations for Starlink, reusable launch systems, and future artificial intelligence infrastructure businesses.
On Tuesday, Evercore ISI initiated coverage of SpaceX with an Outperform rating and a $230 price target.
Analyst Kutgun Maral described SpaceX as "an extraordinary company on a real path to reshaping the future of humanity."
According to Evercore, the company has built a vertically integrated business that has established a near-monopoly on orbital access through reusable, low-cost launch technology.
The firm projects revenue and EBITDA to compound at 106% and 157%, respectively, through 2028, while forecasting margin expansion from 35% to 69%.
SpaceX generated $19.3 billion in revenue and $3.95 billion in EBITDA in 2025.
Evercore said several milestones will be important in validating its long-term investment thesis.
The firm pointed to expected progress in Starship payload delivery during the second half of 2026, continued Starlink broadband expansion through 2026 and 2027, and the development of the company's mobile strategy between 2027 and 2029.
Evercore also cited terrestrial compute growth through 2028, orbital compute viability beyond 2029, and enterprise adoption of Grok and Cursor between 2026 and 2028 as additional milestones investors should monitor.
Earlier this week, Bernstein analyst Douglas Harned reiterated a Buy rating on SpaceX with a price target of $239.
Uber je podle Bloombergu v pokročilých jednáních o převzetí Delivery Hero a dohoda může být uzavřena už tento týden. Akcie Delivery Hero po zprávě vzrostly téměř o 6 % intradenně.
Uber Technologies Inc (NYSE:UBER, XETRA:UT8) is in advanced talks to acquire German food-delivery company Delivery Hero (XETRA:DHER, OTCQX:DLVHF), according to a Bloomberg report, with the companies aiming to finalize a takeover agreement as soon as this week.
Shares of Delivery Hero (XETRA:DHER, OTCQX:DLVHF) rose almost 6% following the report, while Uber shares fell about 2%.
A potential transaction would likely value Delivery Hero above its recent trading price of around €36 per share, according to people familiar with the matter cited by Bloomberg.
Investors have been expecting a higher price after Uber previously approached the company with an offer of €33 per share.
Uber has already built a significant stake in Delivery Hero, holding 24.99% of the company’s shares and additional derivatives that bring its total economic interest to about 36.8%.
The reported acquisition discussions follow months of stake-building by Uber as the company seeks to expand its position in the global food-delivery market. A full takeover would give Uber control of one of Europe’s largest online food-delivery platforms.
Shares of Delivery Hero have added more than 71% so far this year.
Neither company has publicly confirmed that an agreement has been reached, and negotiations could still change or fail to result in a transaction.
Uber ve 1. čtvrtletí fiskálního roku 2026 zvýšil provozní zisk o 56,6 % na 1,923 miliardy USD a výnosy dosáhly 13,203 miliardy USD. Počet jízd vzrostl o 20 % a Gross Bookings o 25 %.
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Uber (NYSE:UBER | UBER Price Prediction) now carries a market capitalization of roughly $151.5 billion, backed by a platform that pushed $53.72 billion in Gross Bookings through its apps in a single quarter. Uber has scaled into a $150 billion consumer platform reporting real operating income, and the most recent quarter shows why the market is starting to price it that way.
What It Means The scale behind the market cap is what makes the profitability turn credible. In Q1 fiscal 2026, reported May 6, 2026, Uber ran 3.6 billion trips across 199 million Monthly Active Platform Consumers, with trips up 20% year over year and audience up 17%. Gross Bookings climbed 25%. Revenue reached $13.203 billion, just missing the $13.263 billion estimate by 0.45%, a gap the company attributes to a roughly 9 percentage-point headwind from business model changes.
The margin story is what pushes this into a new phase. The company’s operating income hit $1.923 billion, up 56.6% year over year. Additionally, adjusted EBITDA margin on Gross Bookings widened to 4.6% from 4.4%, and non-GAAP operating income margin expanded to 3.5% from 3.1%.
Non-GAAP EPS came in at $0.72, beating the $0.7133 estimate and growing 44% year over year, more than double the pace of bookings growth. While GAAP net income of $263 million fell 85.19%, that swing came from a $1.50 billion pre-tax mark on equity investments, with the operating business unaffected.
Market Reaction Shares closed at $74.43 on July 2, 2026, up 2.44% on the day and 3.92% over the past month. The year-to-date picture is weaker, with the stock down 8.91% from $81.71 at year-end 2025, and off 19.14% over the trailing year from $92.05. Post-earnings, the stock traded at $77.14 one hour after the filing before settling to $70.71 thirty days later.
Bull Case I think the bull case around Uber rests on operating leverage that is showing up in every line the market cares about. CEO Dara Khosrowshahi told investors on the call: “Importantly, we’re scaling this growth profitably. Non-GAAP EPS increased 44% year-over-year, more than twice as fast as our bookings growth, driven by disciplined cost management and operating leverage.”
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That leverage is being reinforced by a subscription flywheel. Uber One now has 50 million members, up from 30 million at the end of the prior year, growing 50% year on year and driving over 50% of bookings. Members spend 3x more than non-members.
Capital return is now part of the equation. Uber repurchased $3.011 billion of stock in Q1 alone, on top of $6.523 billion in buybacks during full-year 2025. Free cash flow reached $2.286 billion in the quarter, and $9.763 billion for full-year 2025, up 41.6%. The balance sheet backs it up, with debt-to-equity at 0.45, net debt to EBITDA at 0.79, and interest coverage of 12.65. Return on equity sits at 41.37%.
Insiders have been buying into the pullback. CFO Balaji Krishnamurthy and executives Tony West, Jill Hazelbaker, Andrew MacDonald, and Glen Ceremony all acquired shares in June 2026 at a reference price of $73.25, below the April level of $76.48. Analyst sentiment lines up behind Uber, with analyst posting 10 strong buys, 36 buys, 5 holds, and 1 sell, and a target price of $104.53.
Bottom Line For long-term holders, the $150 billion valuation now sits on top of a business generating margin expansion, buybacks, and a subscription base that is compounding. Uber’s Q2 guidance calls for Gross Bookings of $56.25 billion to $57.75 billion, non-GAAP EPS of $0.78 to $0.82 (growth of 31% to 38%), and adjusted EBITDA of $2.70 billion to $2.80 billion.
Thus, I think the company’s Q2 2026 report is the next reveal. If EPS growth continues to run at more than twice the pace of bookings, the $150 billion platform stops being a ceiling and starts looking like a floor.
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Švýcarský antimonopolní úřad zahájil předběžné šetření kvůli tomu, že Google v Androidu ve Švýcarsku odstranil možnost volby výchozího vyhledávače. Google uvedl, že bude plně spolupracovat.
Google said it will fully cooperate with the probe. The Swiss competition authority announced Tuesday that it had opened a preliminary investigation into Google's removal of the "choice screen" feature on Android devices in Switzerland.
The feature allowed users to choose their default search engine during the initial setup of a new Android device.
"Recently, Google removed this feature in Switzerland," the Secretariat of the Competition Commission (COMCO) said in a statement.
"As a result, the Google search engine is imposed as the default on Swiss users, without a 'choice screen' being displayed during the initial setup."
COMCO said the removal could limit the visibility of search engines competing with Google, thereby reinforcing barriers to entry.
"This new practice by Google could affect the ability of search engine providers and, more broadly, other digital service providers to compete," it said.
It also creates unequal treatment between Swiss users and those in the surrounding European Economic Area, "even though the competitive issues are comparable," it added.
The EEA covers 30 countries, extending the 27-member European Union's common market to three other states. Switzerland is not a member of either bloc.
COMCO said that in digital markets, default settings played a decisive role, with the choice screen aiming to reduce the lock-in effects associated with preconfigured settings.
"The preliminary investigation will determine whether there are indications of an unlawful restriction of competition under the Cartel Act," COMCO said.
A Google spokesperson told AFP that the tech giant was aware of the investigation.
"We look forward to cooperating fully with the authority to address their questions," the spokesperson added.
At the start of July, the EU's top court upheld a record 4.1-billion-euro ($4.7 billion) fine the bloc imposed on Google for anti-competitive practices related to its Android operating system.
The European Court of Justice dismissed the U.S. tech giant's second attempt to overturn the penalty imposed by the European Commission in 2018—which remains the EU's highest-ever antitrust fine.
The commission, the 27-nation bloc's antitrust regulator, had accused Google of abusing the popularity of its Android operating system to restrict competition.
It alleged that Google pressured phone makers using Android to preinstall its search engine and Google Chrome browser—essentially shutting out rivals.
Who's behind this story?
Andrew Zinin Master's in physics with research experience. Long-time science news enthusiast. Plays key role in Science X's editorial success. Full profile →
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Google čelí další hromadné žalobě vydavatelů a autorů, kteří tvrdí, že bez svolení použil jejich díla k tréninku Gemini. Žaloba také tvrdí, že firma odstranila či změnila informace o autorských právech.
A group of publishers and authors have filed a class action lawsuit against Google, accusing the tech giant of using their copyrighted works to train its AI platform, Gemini.
The group of plaintiffs, which includes Hachette, Cengage, Elsevier, author Scott Turow, and S.C.R.I.B.E., also alleges that Google intentionally removed or changed copyright information on these works to “conceal… that its Gemini Models were trained on stolen materials,” according to the lawsuit.
This lawsuit is just one of many complaints that publishers, authors, and other copyright holders have filed against AI companies such as Google, Meta, OpenAI, and Anthropic.
While many of these lawsuits are still pending, two early court decisions in California have favored the AI companies, ruling that the use of copyrighted works for AI training is considered “fair use” under U.S. copyright law that has not been updated since before the existence of the internet.
Anthropic was, however, fined $1.5 billion for pirating the works it trained on, marking the largest payout in the history of U.S. copyright law. Around half a million writers were eligible for payments of at least $3,000. However, many authors opted out of receiving the settlement so that they could pursue further legal action over AI training.
The California judges’ decisions don’t bode well for how other courts may view the tech companies’ fair use defense, but the conflict is too nuanced for these rulings to establish an inarguable precedent. The lawsuit against Google was filed in the U.S. District Court for the Southern District of New York, giving a different judge the opportunity to weigh in.
In the Google case, the publishers have a more nuanced, long-term relationship with the company. The lawsuit explains that publishers and authors have a long history of providing Google with copyrighted works for the specific purpose of making books searchable through Google Books. These search results do not allow users to view entire books. Instead, they provide access to short snippets of the book along with bibliographic information. The plaintiffs claim that Google trained Gemini on copies of these books, as well as books uploaded to the Google Play store, even though it never received permission to do so.
“Google illegally copied works from all these scope-limited programs for AI training, knowing it lacked authorization to do so,” the lawsuit reads.
The plaintiffs also cite an internal document from Google that allegedly states that using copyrighted books for AI training could be “highly problematic for Google” and might result in “$10Bs-$100Bs in potential fines.”
Google did not immediately respond to a request for comment.
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Amanda Silberling is a senior writer at TechCrunch covering the intersection of technology and culture. She has also written for publications like Polygon, MTV, the Kenyon Review, NPR, and Business Insider. She is the co-host of Wow If True, a podcast about internet culture, with science fiction author Isabel J. Kim. Prior to joining TechCrunch, she worked as a grassroots organizer, museum educator, and film festival coordinator. She holds a B.A. in English from the University of Pennsylvania and served as a Princeton in Asia Fellow in Laos.
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Nvidia může do roku 2026 dál růst díky AI boomu, plánovanému růstu výdajů hyperscalerů a platformě Vera Rubin. Akcie se nyní obchodují za něco přes 23násobek odhadovaného zisku pro rok 2026.
It's been off to the races for Nvidia (NVDA +4.21%) ever since its GPUs became an essential building block for artificial intelligence (AI). The AI data center boom has already made Nvidia one of the world's largest technology companies, and with a massive market cap of $5.1 trillion, it can feel as if there isn't much more upside left.
But investors shouldn't assume that's the case. The company's rampant growth has kept the stock's valuation surprisingly reasonable, and its next-generation Vera Rubin AI chip platform could be yet another catalyst that takes the stock to new heights.
Here are three reasons why Nvidia stock could keep soaring through 2026.
1. Sales could double within the next two years The strongest indicator of Nvidia's future growth is arguably the AI capital expenditures of its customers, the companies racing to build the data centers and other infrastructure to support broad AI adoption. Fortunately for Nvidia, these companies continue to put the pedal to the metal. Hyperscalers, including Meta Platforms, Microsoft, Alphabet, and Amazon, are planning higher capital expenditures in 2026.
Nvidia CEO Jensen Huang. Image source: Nvidia.
These tailwinds should continue to blow at Nvidia's back. Goldman Sachs estimates that AI compute spending will grow from approximately $494 billion this year to $1.13 trillion by 2031. Meanwhile, CEO Jensen Huang has said that he sees at least $1 trillion in revenue from Nvidia's Blackwell and Rubin platforms through the end of 2027.
Wall Street analysts estimate that Nvidia will generate approximately $555 billion in revenue for the company's next fiscal year, ending January 2028. In other words, sales could roughly double within the next two years, based on Nvidia's trailing 12-month revenue of $253 billion. If you were worried about Nvidia's growth, all signs point to big things ahead.
2. Vera Rubin is Nvidia's next big step forward There should be more noise about the shift taking place in the AI industry. Compute is broadening from AI training to inference. Whereas training develops an AI model, inference is the process by which a trained model generates outputs. Inference places greater emphasis on token efficiency. After all, it doesn't matter how powerful an AI model is if it's too slow or expensive for customers to use effectively.
Vera Rubin is not one or two chips but seven, including a GPU, a CPU, Ethernet switches, and other purpose-built chips. It essentially expands Nvidia's footprint in the data center and makes its ecosystem that much stickier.
Nvidia also engineered the platform with inference in mind. The company states that Rubin can reduce inference token costs by up to 10 times those of Blackwell. That gives hyperscalers a strong reason to invest in Vera Rubin, as they will seek efficiency to help monetize their AI investments over the coming years.
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3. The stock's valuation remains compelling relative to Nvidia's growth Growth isn't the only factor in a stock's performance. The price that investors pay for a stock matters a lot, especially in the short term. Therefore, Nvidia's valuation will likely have a big impact on how shares perform through the remainder of 2026. Right now, Nvidia is trading at just over 23 times its 2026 earnings estimates.
It's fair to wonder whether the AI boom has elevated Nvidia's earnings, making the stock seem less expensive than it would in a normal business climate. That would be a legitimate concern, but this isn't an ordinary cycle in size or duration. As noted above, the AI investment cycle still seems to have ample tread left. Analysts estimate that Nvidia could grow its earnings by an average of nearly 52% annually over the next three to five years.
Such strong growth prospects make the stock a strong buy at this valuation, with room for upside. Nvidia could absolutely keep soaring through 2026, assuming the business continues meeting the market's expectations.
Justin Pope has positions in Alphabet, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Goldman Sachs Group, Meta Platforms, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Analytik KeyBanc zvýšil cílovou cenu pro Nvidia na 330 USD z 310 USD a ponechal doporučení Overweight, i přes mírné zpoždění náběhu výroby Vera Rubin. Akcie NVDA byly v úterý výše o 2,65 % na 208,93 USD.
Nvidia remains well-positioned for AI data center growth, according to KeyBanc analyst John Vinh, who raised his price forecast despite some near-term ramp delays.
KeyBanc Raises Nvidia ForecastVinh maintained an Overweight rating on Nvidia and raised his price forecast to $330 from $310. He said his takeaways were mixed but mostly positive, with a slight delay in the Vera Rubin ramp tied to thermal lid issues and SK Hynix qualification delays on HBM4.
The analyst said he sees limited risk to estimates because Nvidia can ship more B300 GPUs in place of R200. He expects Nvidia to ship 5.5 million to 6 million Blackwell GPUs this year, along with 1 million Hopper GPUs.
CoWoS Supply Supports AI DemandVinh said Nvidia’s 2026 CoWoS supply outlook remains unchanged at 650,000 interposers, while 2027 supply has been revised significantly higher to 1.1 million interposers. He said that the increase reflects strong demand and a full-year Rubin ramp.
The analyst expects Nvidia to ship 70,000 to 80,000 total racks this year, including 5,000 to 6,000 Vera Rubin racks. He also expects fewer than 1,000 LPU racks this year due to a delayed ramp, though demand remains strong.
Vinh said Nvidia remains uniquely positioned to benefit from secular growth in data center AI and machine learning. He also pointed to Nvidia’s CUDA software stack as a major barrier to entry and said competitive risks remain limited.
Hedge funds rushed back into U.S. semiconductor stocks last week, buying the sector at the fastest pace in at least three-and-a-half years after two straight weeks of heavy selling.
Hedge Funds Buy The DipGoldman Sachs data shared by The Kobeissi Letter showed semiconductor stocks now make up about 10% of total hedge fund exposure, roughly double last year’s level but below the nearly 14% peak in May.
The renewed buying suggests hedge funds see the recent chip-stock pullback as largely over, while ETF inflows show broader investor demand for AI-related semiconductor names.
Technical AnalysisNvidia is trading above its 20-day SMA ($202.05), 100-day SMA ($198.10), and 200-day SMA ($191.95), which keeps the intermediate-to-long trend constructive even after recent chop. The catch is the stock is still trading slightly below its 50-day SMA ($209.27), and the 20-day SMA remains below the 50-day SMA—an early "cooling" signal that can cap rallies until price reclaims that zone cleanly.
Earnings OutlookLooking further out, the next major catalyst for the stock arrives with the August 26, 2026 (estimated) earnings report.
EPS Estimate: $2.07 (Up from $1.04 YoY) Revenue Estimate: $91.70 Billion (Up from $46.74 Billion YoY) Valuation: P/E of 31.2x (Indicates premium valuation relative to peers) Top ETF ExposureSignificance: Because NVDA carries such a heavy weight in these funds, any significant inflows or outflows will likely trigger automatic buying or selling of the stock.
Price ActionNVDA Stock Price Activity: Nvidia shares were up 2.65% at $208.93 at the time of publication on Tuesday, according to Benzinga Pro data.
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NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) and SanDisk (NASDAQ: SNDK) both delivered blowout AI infrastructure quarters. NVIDIA sells the compute and networking silicon that trains frontier models. SanDisk sells the NAND flash that feeds those models data.
One is the diversified platform king. The other is a freshly independent memory pure play riding a shortage cycle.
Data Center Compute Carries One. NAND Pricing Carries the Other. NVIDIA’s Q1 FY2027 print was a Data Center story. Revenue hit $81.615 billion, up 85.23% YoY, with Data Center alone contributing $75.246 billion (+92% YoY). Networking was the sleeper hit at $14.8 billion (+199% YoY), driven by InfiniBand, Spectrum-X, and NVLink.
Jensen Huang framed the moment bluntly: “The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed.” Non-GAAP EPS of $1.87 beat expectations.
SanDisk’s Q3 FY2026 was a different shock. Revenue of $5.95 billion came in 251% higher YoY, and EPS of $23.41 handily beat the $14.66 consensus. Gross margin swung from 22.5% to 78.4% in a year, largely on NAND pricing.
Datacenter revenue rocketed 645% YoY to $1.47 billion. CEO David Goeckeler called it “a fundamental inflection point” for the company’s mix shift toward Datacenter.
Platform Empire vs. Memory Cycle Bet NVIDIA is spending like a company that already won, with $119 billion in supply commitments, an $80 billion buyback authorization, and a dividend hike from $0.01 to $0.25 per share. Its next act (Vera Rubin, Blackwell 300, DRIVE Hyperion with Hyundai, Kia, and Uber) reads like a diversified portfolio.
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Lens NVIDIA SanDisk Core Bet AI compute and networking platform Datacenter NAND mix shift Forward P/E 24 29 Key Vulnerability No H20 shipments to China NAND price cyclicality, Kioxia dependence SanDisk is playing a narrower hand. Goeckeler is anchoring the business to multi-year customer engagements backed by firm financial commitments, with five NBM agreements signed between Q3 and Q4. The zero long-term debt balance sheet after retiring $650 million is impressive, but the model leans on Kioxia manufacturing and structural NAND tightness.
The Next Test Is Whether Storage Keeps Up With Compute NVIDIA guided Q2 to $91 billion in revenue, which assumes zero China Data Center compute. I will watch whether hyperscaler backlog absorbs that gap cleanly.
SanDisk’s Q4 guide of $7.75 to $8.25 billion in revenue and $30 to $33 EPS is aggressive; the question is how many more NBM contracts close before pricing normalizes. Reddit chatter has flagged put option gains and pullback anxiety around SanDisk after its parabolic run.
Why I Lean NVIDIA for Durability, SanDisk for Torque For a three-year holding period, NVIDIA looks like the more durable option. The $5.1 trillion market cap and 63% profit margin feel unusual for a company still compounding revenue at 85%, and the platform lock-in across cloud, sovereign AI, and autonomy is hard to disrupt.
SanDisk is the more interesting risk trade. Shares are up 605.19% year to date, and analysts see a target around $2,035, but the thesis rides on a memory shortage analysts do not expect to ease before 2028. For a turnaround-hungry investor, that torque is the appeal. The platform durability argument favors NVIDIA, while SanDisk’s next two quarters warrant close attention before the thesis firms up.
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