Track market-moving stories before they get noisy

Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC boosted its stake in Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC) by 8.2% in the first quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 687,432 shares of the financial services provider’s stock after buying an additional 52,020 shares during the period. Allspring Global Investments Holdings LLC’s holdings in Manulife Financial were worth $23,909,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Basepoint Wealth LLC acquired a new position in shares of Manulife Financial during the 4th quarter valued at $25,000. Hantz Financial Services Inc. bought a new position in Manulife Financial during the fourth quarter valued at about $28,000. Sfam LLC acquired a new position in Manulife Financial during the fourth quarter worth about $28,000. Heritage Wealth Advisors acquired a new position in Manulife Financial during the fourth quarter worth about $30,000. Finally, Farmers & Merchants Trust Co of Chambersburg PA bought a new stake in Manulife Financial in the first quarter worth about $29,000. 52.56% of the stock is currently owned by institutional investors.

Manulife Financial Stock Down 2.1% Shares of NYSE MFC opened at $42.48 on Tuesday. Manulife Financial Corp has a 12 month low of $29.70 and a 12 month high of $43.56. The company has a market cap of $70.60 billion, a price-to-earnings ratio of 16.86 and a beta of 0.84. The business has a fifty day simple moving average of $39.98 and a 200-day simple moving average of $37.77.

Manulife Financial (NYSE:MFC – Get Free Report) (TSE:MFC) last issued its quarterly earnings results on Wednesday, May 13th. The financial services provider reported $0.77 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.02). Manulife Financial had a return on equity of 16.58% and a net margin of 10.19%.The company had revenue of $8.89 billion during the quarter, compared to analysts’ expectations of $2.32 billion. During the same period in the prior year, the business posted $0.99 EPS. As a group, sell-side analysts expect that Manulife Financial Corp will post 3.03 EPS for the current fiscal year.

Manulife Financial Dividend Announcement The company also recently declared a quarterly dividend, which was paid on Friday, June 19th. Investors of record on Friday, May 29th were given a $0.485 dividend. This represents a $1.94 annualized dividend and a dividend yield of 4.6%. The ex-dividend date was Friday, May 29th. Manulife Financial’s dividend payout ratio is 56.75%.

Analyst Ratings Changes A number of equities research analysts have weighed in on MFC shares. TD Securities reissued a “buy” rating on shares of Manulife Financial in a report on Thursday, May 14th. Zacks Research cut shares of Manulife Financial from a “hold” rating to a “strong sell” rating in a research note on Wednesday, July 15th. Scotiabank reiterated an “outperform” rating on shares of Manulife Financial in a report on Wednesday, July 15th. Finally, Weiss Ratings raised shares of Manulife Financial from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Thursday, May 28th. Two research analysts have rated the stock with a Strong Buy rating, five have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Buy” and an average price target of $51.50.

View Our Latest Stock Analysis on MFC

Manulife Financial Profile (Free Report)

Manulife Financial Corporation is a multinational insurance and financial services company headquartered in Toronto, Ontario. Founded in the late 19th century as The Manufacturers Life Insurance Company, Manulife provides a broad range of financial products and services to individual and institutional clients. Its core businesses include life and health insurance, retirement and pension solutions, wealth and asset management, and group benefits.

In wealth and asset management, Manulife operates through Manulife Investment Management and offers mutual funds, segregated funds, institutional asset management, and retirement plan solutions.

Recommended Stories Five stocks we like better than Manulife Financial The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding MFC? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Manulife Financial Corp (NYSE:MFC – Free Report) (TSE:MFC).

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. increased its position in shares of CoreWeave Inc. (NASDAQ:CRWV – Free Report) by 28.2% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,123,843 shares of the company’s stock after acquiring an additional 247,470 shares during the period. CoreWeave comprises about 1.2% of Amova Asset Management Americas Inc.’s portfolio, making the stock its 27th biggest position. Amova Asset Management Americas Inc. owned about 0.25% of CoreWeave worth $86,997,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its holdings in shares of CoreWeave by 275.6% in the fourth quarter. Vanguard Group Inc. now owns 27,920,979 shares of the company’s stock worth $1,999,421,000 after purchasing an additional 20,487,478 shares during the period. Zurcher Kantonalbank Zurich Cantonalbank increased its stake in CoreWeave by 6,022.0% in the 4th quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 112,768 shares of the company’s stock worth $8,075,000 after acquiring an additional 110,926 shares during the last quarter. Legal & General Group Plc raised its holdings in shares of CoreWeave by 8,455.6% in the 4th quarter. Legal & General Group Plc now owns 611,301 shares of the company’s stock valued at $43,775,000 after acquiring an additional 604,156 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of CoreWeave by 67.2% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 66,947 shares of the company’s stock valued at $4,794,000 after acquiring an additional 26,907 shares in the last quarter. Finally, Broad Peak Investment Advisers Pte Ltd bought a new stake in shares of CoreWeave during the 4th quarter valued at about $15,539,000.

Insider Transactions at CoreWeave In other news, major shareholder Magnetar Financial Llc sold 1,284,876 shares of the stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $119.91, for a total transaction of $154,069,481.16. Following the completion of the sale, the insider directly owned 264,061 shares in the company, valued at approximately $31,663,554.51. This represents a 82.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Jack D. Cogen sold 986,540 shares of the business’s stock in a transaction dated Tuesday, May 26th. The shares were sold at an average price of $107.80, for a total value of $106,349,012.00. The SEC filing for this sale provides additional information. Insiders sold 19,885,161 shares of company stock worth $2,326,801,573 in the last 90 days. Corporate insiders own 24.20% of the company’s stock.

CoreWeave Trading Down 0.2% Shares of CRWV stock opened at $73.06 on Tuesday. The business has a 50-day moving average of $99.55 and a 200 day moving average of $95.33. The company has a debt-to-equity ratio of 3.68, a current ratio of 0.31 and a quick ratio of 0.31. CoreWeave Inc. has a 1-year low of $63.80 and a 1-year high of $153.20. The stock has a market capitalization of $32.70 billion, a PE ratio of -23.49 and a beta of 7.17.

CoreWeave (NASDAQ:CRWV – Get Free Report) last announced its quarterly earnings data on Thursday, May 7th. The company reported ($1.40) earnings per share for the quarter, missing the consensus estimate of ($1.17) by ($0.23). CoreWeave had a negative net margin of 25.57% and a negative return on equity of 43.07%. The company had revenue of $2.08 billion during the quarter. During the same period in the prior year, the firm earned ($0.60) EPS. The business’s revenue was up 111.6% on a year-over-year basis. As a group, sell-side analysts anticipate that CoreWeave Inc. will post -4.57 earnings per share for the current year.

Analysts Set New Price Targets A number of brokerages recently weighed in on CRWV. DA Davidson reaffirmed a “neutral” rating and issued a $100.00 target price (down from $175.00) on shares of CoreWeave in a research note on Monday, May 18th. Truist Financial raised their price objective on shares of CoreWeave from $85.00 to $131.00 and gave the company a “hold” rating in a research report on Friday, May 8th. Jefferies Financial Group lifted their price objective on shares of CoreWeave from $120.00 to $160.00 and gave the stock a “buy” rating in a report on Monday, May 4th. Weiss Ratings upgraded shares of CoreWeave from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Wednesday, June 24th. Finally, Barclays increased their target price on CoreWeave from $106.00 to $120.00 and gave the company an “equal weight” rating in a research note on Monday, May 11th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $138.87.

View Our Latest Stock Report on CoreWeave

CoreWeave Profile (Free Report)

CoreWeave is a U.S.-based provider of GPU-accelerated cloud infrastructure designed to support compute-intensive workloads such as artificial intelligence, machine learning, visual effects rendering and other high-performance computing applications. The company supplies access to large fleets of modern GPUs and complementary infrastructure that enable customers to train and deploy large models, run inference at scale, and process graphics-heavy workloads with low latency and high throughput.

CoreWeave’s product offering includes on-demand and dedicated GPU instances, bare-metal servers, private clusters and managed services tailored for enterprise and developer use.

Featured Articles Five stocks we like better than CoreWeave The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story Want to see what other hedge funds are holding CRWV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for CoreWeave Inc. (NASDAQ:CRWV – Free Report).

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Posted by Defense World Staff on Jul 21st, 2026

Allspring Global Investments Holdings LLC bought a new stake in Circle Internet Group, Inc. (NYSE:CRCL – Free Report) during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 239,821 shares of the company’s stock, valued at approximately $21,761,000. Allspring Global Investments Holdings LLC owned 0.10% of Circle Internet Group at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. EverSource Wealth Advisors LLC acquired a new stake in Circle Internet Group during the 2nd quarter valued at approximately $27,000. Larson Financial Group LLC lifted its position in Circle Internet Group by 3,800.0% during the third quarter. Larson Financial Group LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 190 shares during the period. Harbour Investments Inc. lifted its position in Circle Internet Group by 170.0% during the fourth quarter. Harbour Investments Inc. now owns 378 shares of the company’s stock valued at $30,000 after purchasing an additional 238 shares during the period. National Bank of Canada FI purchased a new stake in Circle Internet Group in the third quarter valued at $37,000. Finally, Federation des caisses Desjardins du Quebec boosted its holdings in Circle Internet Group by 5.4% in the fourth quarter. Federation des caisses Desjardins du Quebec now owns 5,391 shares of the company’s stock valued at $428,000 after purchasing an additional 278 shares during the last quarter.

Circle Internet Group Trading Up 8.1% Shares of CRCL stock opened at $65.34 on Tuesday. Circle Internet Group, Inc. has a 12-month low of $49.90 and a 12-month high of $231.88. The business’s 50 day moving average is $85.44 and its two-hundred day moving average is $87.76. The company has a market capitalization of $16.24 billion and a P/E ratio of -20.42.

Circle Internet Group (NYSE:CRCL – Get Free Report) last posted its quarterly earnings data on Monday, May 11th. The company reported $0.21 EPS for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.06). Circle Internet Group had a negative net margin of 2.76% and a positive return on equity of 2.89%. The business had revenue of $694.13 million during the quarter. Circle Internet Group’s revenue was up 20.0% compared to the same quarter last year. On average, research analysts predict that Circle Internet Group, Inc. will post 0.98 earnings per share for the current fiscal year.

Analyst Ratings Changes CRCL has been the subject of a number of recent research reports. Freedom Capital upgraded Circle Internet Group to a “hold” rating in a research note on Tuesday, April 21st. Wall Street Zen downgraded Circle Internet Group from a “hold” rating to a “sell” rating in a research note on Saturday, April 11th. Compass Point set a $62.00 target price on Circle Internet Group in a report on Wednesday, July 15th. Wells Fargo & Company lifted their price target on Circle Internet Group from $111.00 to $142.00 and gave the company an “overweight” rating in a research report on Tuesday, May 5th. Finally, Needham & Company LLC upped their price objective on Circle Internet Group from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat, Circle Internet Group has an average rating of “Hold” and an average price target of $113.25.

Check Out Our Latest Stock Analysis on Circle Internet Group

Insider Transactions at Circle Internet Group In other news, Director Patrick Sean Neville sold 1,034,396 shares of the firm’s stock in a transaction that occurred on Monday, June 8th. The stock was sold at an average price of $82.87, for a total value of $85,720,396.52. Following the transaction, the director owned 2,018 shares in the company, valued at $167,231.66. This trade represents a 99.81% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, insider Hossein Razzaghi sold 34,623 shares of the firm’s stock in a transaction that occurred on Wednesday, June 10th. The shares were sold at an average price of $78.85, for a total value of $2,730,023.55. Following the completion of the transaction, the insider owned 666,404 shares in the company, valued at approximately $52,545,955.40. This trade represents a 4.94% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,956,527 shares of company stock worth $155,711,921 in the last three months. 10.85% of the stock is owned by corporate insiders.

Circle Internet Group Company Profile (Free Report)

Circle Internet Group (NYSE: CRCL) is a financial technology company that builds infrastructure to enable businesses and developers to use and move money on public blockchains. Co-founded by Jeremy Allaire and Sean Neville, the company is best known as a principal issuer and steward of USDC, a dollar-pegged stablecoin developed through the CENTRE Consortium, which Circle co-founded with Coinbase. Jeremy Allaire serves as CEO and has been a visible leader in the company’s strategy and public engagement around digital currency and payments innovation.

Circle’s core products and services center on digital currency issuance and programmable payments.

Read More Five stocks we like better than Circle Internet Group The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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Posted by Defense World Staff on Jul 21st, 2026

Amova Asset Management Americas Inc. increased its stake in Figma, Inc. (NYSE:FIG – Free Report) by 641.4% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,467,887 shares of the company’s stock after acquiring an additional 1,269,900 shares during the quarter. Amova Asset Management Americas Inc. owned approximately 0.33% of Figma worth $31,031,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Parallel Advisors LLC lifted its holdings in shares of Figma by 3,890.0% during the first quarter. Parallel Advisors LLC now owns 1,197 shares of the company’s stock valued at $25,000 after purchasing an additional 1,167 shares during the last quarter. NewEdge Advisors LLC acquired a new stake in Figma during the 3rd quarter worth about $26,000. DV Equities LLC acquired a new stake in Figma during the 4th quarter worth about $26,000. Concord Wealth Partners lifted its stake in Figma by 1,446.8% during the fourth quarter. Concord Wealth Partners now owns 727 shares of the company’s stock valued at $27,000 after buying an additional 680 shares in the last quarter. Finally, Harbour Investments Inc. boosted its holdings in shares of Figma by 1,568.2% in the fourth quarter. Harbour Investments Inc. now owns 734 shares of the company’s stock worth $27,000 after buying an additional 690 shares during the period.

Figma Trading Up 0.5% FIG opened at $24.06 on Tuesday. The stock has a fifty day moving average price of $21.28 and a 200 day moving average price of $23.85. Figma, Inc. has a 1 year low of $16.60 and a 1 year high of $142.92. The stock has a market cap of $10.72 billion and a price-to-earnings ratio of -7.02.

Figma (NYSE:FIG – Get Free Report) last issued its earnings results on Thursday, May 14th. The company reported $0.10 earnings per share for the quarter, topping the consensus estimate of ($0.17) by $0.27. The company had revenue of $333.44 million for the quarter. Figma had a negative return on equity of 98.51% and a negative net margin of 123.83%.The firm’s quarterly revenue was up 46.1% on a year-over-year basis. As a group, sell-side analysts forecast that Figma, Inc. will post -0.79 earnings per share for the current fiscal year.

Insider Transactions at Figma In other Figma news, CFO Praveer Melwani sold 30,460 shares of the business’s stock in a transaction that occurred on Monday, July 6th. The shares were sold at an average price of $20.48, for a total value of $623,820.80. Following the completion of the sale, the chief financial officer directly owned 1,711,526 shares of the company’s stock, valued at $35,052,052.48. The trade was a 1.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Dylan Field sold 174,430 shares of the firm’s stock in a transaction on Friday, May 29th. The shares were sold at an average price of $25.02, for a total transaction of $4,364,238.60. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 733,309 shares of company stock valued at $17,824,756. Insiders own 32.26% of the company’s stock.

Analysts Set New Price Targets A number of equities research analysts have recently issued reports on FIG shares. Wells Fargo & Company cut their price target on shares of Figma from $42.00 to $36.00 and set an “overweight” rating on the stock in a report on Friday, June 26th. Piper Sandler reissued an “overweight” rating and set a $30.00 target price on shares of Figma in a research note on Thursday, June 25th. Stifel Nicolaus set a $25.00 target price on Figma in a report on Friday, May 15th. BTIG Research began coverage on Figma in a research note on Monday, April 13th. They issued a “neutral” rating for the company. Finally, Oppenheimer restated a “market perform” rating on shares of Figma in a report on Thursday, June 25th. Five analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $32.67.

Read Our Latest Stock Report on Figma

Figma Profile (Free Report)

Figma is a San Francisco–based software company that offers a web-based platform for interface design, prototyping and collaboration. Its flagship product, Figma, enables teams to create and refine user interfaces, vector graphics and design systems directly in a browser, eliminating the need for local installations. The platform’s real-time collaboration features allow multiple stakeholders—designers, developers and product managers—to edit and comment simultaneously, streamlining workflows and reducing version control issues.

In addition to its core design tool, Figma provides FigJam, a digital whiteboarding solution that facilitates brainstorming sessions, wireframing and diagramming.

Recommended Stories Five stocks we like better than Figma The Ugliest Stocks in the Market Just Got a Very Expensive Vote of Confidence Is Domino’s Stock Serving Up a Buying Opportunity? A $1T Black Hole: SpaceX Eyes Pentagon AI to Break Free Why Gold Miners Could Be the Market’s Biggest Comeback Story

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Apple will report its Q3 on Thursday, July 30. Ahead of the release, shares are trading at new highs and at a forward multiple of just under 40x earnings. The company also just regained its throne as the world's largest from Nvidia.

As strange as it sounds. Tesla's earnings aren't that important on its second-quarter earnings report.

Boeing and Airbus are starting to map out the next generation of narrow-body aircraft, but the world's two dominant planemakers say their airline customers are more concerned with getting today's jets delivered than pressing for all-new models.

Boeing CEO Kelly Ortberg said Monday that the company still needs "a couple more years" to put its finances in a position to support a new commercial aircraft program. 

Airbus CEO Guillaume Faury, meanwhile, said the European manufacturer is targeting the launch of a next-generation single-aisle program around 2030, with entry into service in the second half of the following decade.

While the two CEOs struck different tones, they pointed to broadly similar timeframes.

Airbus has publicly attached a target year to launch its next aircraft. Boeing is indicating that it could be financially capable of moving on a similar horizon, while preserving the option to wait if the technology or market case is not strong enough.

"We think about three things that have to happen," Ortberg told CNBC's Phil LeBeau. "First of all, we have to be ready, and part of that is getting our financial house in order, and we're working on that. It's going to take a couple more years to get where we want to be."

watch now

The technology also has to be ready, he said, and airline customers must be ready to move on from Boeing's current product line.

"The market's got to be ready. Right now, the customers are telling me, 'focus on your existing product line, we really want to see better maturity of the existing product line before we move to a new airplane.'"

It comes as aircraft manufacturers experience persistent production bottlenecks across the industry. Boeing is trying to increase 737 Max output and is still reeling from a series of production and quality issues and a near-catastrophic blowout of a fuselage door plug in January 2024.

Airbus has said engine availability, particularly from Pratt & Whitney, forced it to adjust production plans for this year and next, although Faury said the situation had stabilized.

Faury said Airbus is focused on ramping production and delivering aircraft already on order even as it prepares its next generation of commercial aircraft.

"We're a long-term industry," Faury said. "It takes time to prepare the technologies, to launch a program for the product, for the production system, [to] enter into service with the certification, do the ramp up."

watch now

Faury said Airbus is preparing its next-generation single-aisle aircraft and wants to maintain its lead in that market. The company is targeting a program launch around 2030 and entry into service in the second half of the 2030s.

For both manufacturers, however, increasing production and delivering existing orders remain the more immediate tasks.

Aircraft deliveries in focusRBC Capital Markets analysts said last week that investors are focused on Boeing's ability to increase production of the 737 Max and 787, complete certification of the Max 7 and Max 10, improve margins, and generate cash.

"The primary focus for investors will remain on the state of the supply chain and delivery schedules," the analysts wrote in a note to clients.

The same appears to be true for Airbus. RBC said investors were looking for a clearer path to Airbus's A320 and A350 production goals after the company's stronger second-quarter deliveries boosted confidence in its full-year target.

Airbus has a backlog of over 9,000 aircraft, and demand continues to outpace available supply. Airbus booked 51 A320neo orders in June, while second-quarter delivery growth was driven almost entirely by the A320 family, according to Jefferies analysts.

Jefferies said Airbus's growing delivery volume of A320-family aircraft – 190 in the second quarter – is expected to drive a significant improvement in earnings. Airbus reports deliveries on a monthly basis and will publish its quarterly earnings report next week.

At Boeing, the focus remains on completing the current 737 Max family.

Jefferies said on Sunday that certification work on the 737 Max-7 and Max-10 was 95% and 98% complete, respectively. The Max-10 had 1,533 aircraft on order, accounting for roughly a third of Boeing's 737 backlog.

Ortberg said on Monday that the 737 Max-7 certification with the FAA is expected "very shortly" and would mark a critical milestone, as it would be the first new airplane the FAA has certified in a long time. 

Boeing has also invested about $1 billion in a fourth 737 Max production line in Everett, Washington, which will eventually allow the company to raise production beyond the capacity of its three existing Renton lines.

That suggests investors and airline customers are broadly aligned: both want the manufacturers to execute on the aircraft already promised.

While both Boeing and Airbus work through large order backlogs and production constraints, airlines continue to add capacity using existing aircraft models.

Ryanair, Boeing's largest customer outside of the U.S., Chief Financial Officer Neil Sorahan said Monday that the delivery of the last aircraft in its current order of Boeing 737 Max 8-200 jets helped Ryanair expand its fleet to just under 650 aircraft and grow first-quarter traffic by 6%.

The airline expects passenger numbers to grow about 4% this year to 216 million, Sorahan told CNBC's "Squawk Box."

watch now

While neither manufacturer appears to be under intense pressure from customers to move faster, work on the next-generation aircraft continues. 

The eventual successors to Boeing's 737 Max and Airbus' A320neo families may shape competition in the industry's largest commercial aircraft market for decades. But before Boeing and Airbus compete over tomorrow's narrow-body aircraft, both still have to deliver on today's orders.

All-Boeing freighter operator will add five 777-8 Freighters to its 777 Freighter fleet MSC Air Cargo seeks to capitalize on resilient air cargo demand with newest generation widebody freighters , /PRNewswire/ -- Boeing [NYSE: BA] and MSC Air Cargo today announced that the fast-growing air cargo operator has purchased five 777-8 Freighters.

The previously unidentified order is MSC Air Cargo's first for the 777-8 Freighter. The 777-8 Freighter will be the industry's most capable twin-engine freighter, incorporating advanced technologies as a member of the 777X family and customer-preferred features from the current generation 777 Freighter.

Boeing and MSC Air Cargo announced that the fast-growing air cargo operator has purchased five 777-8 Freighters. The previously unidentified order is MSC Air Cargo’s first for the 777-8 Freighter. "With this order, we are investing in the long-term future of MSC Air Cargo and in the customers we serve," said Jannie Davel, CEO of MSC Air Cargo. "The 777-8 Freighter gives us the efficiency, range and capacity to serve our customers reliably for years to come, while advancing our commitment to more sustainable operations. It is the right aircraft for the next stage of our growth."

The 777-8 Freighter offers the highest payload and the lowest fuel use, emissions and operating cost per tonne of any large freighter. Widebody freighters fly approximately 75 percent of global air cargo capacity. The air freight sector is expected to play a crucial role in the decades ahead as e-commerce continues to grow.

"MSC Air Cargo is investing in its future with this order for large widebody freighter aircraft that will further enhance the capability and reach of its global air network," said Brad McMullen, Boeing senior vice president of Commercial Sales and Marketing. "The 777-8 Freighter will be the most efficient aircraft in its class and will connect MSC Air Cargo's hubs to key international markets."

Boeing has booked more than 80 orders for the 777-8 Freighter and MSC Air Cargo is the third Europe-based air cargo operator to order the airplane.

About MSC Air Cargo
MSC Air Cargo is a subsidiary of MSC Group, a global leader in transportation and logistics. Committed to delivering innovative and tailored airfreight solutions, MSC Air Cargo operates a modern fleet of Boeing 777-200 Freighters, serving key markets and destinations across Europe, the Americas, and Asia. With a focus on customer satisfaction and operational excellence, MSC Air Cargo is dedicated to shaping the future of air cargo logistics. For more information, visit mscaircargo.com

About Boeing
A leading global aerospace company and top U.S. exporter, Boeing develops, manufactures and services commercial airplanes, defense products and space systems for customers in more than 150 countries. Our U.S. and global workforce and supplier base drive innovation, economic opportunity, sustainability and community impact. Boeing is committed to fostering a culture based on our core values of safety, quality and integrity.

Contact 
Boeing Media Relations
[email protected]

SOURCE Boeing

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TORONTO, July 21, 2026 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (NYSE: BLK), today announced the July 2026 cash distributions for the iShares ETFs listed on the TSX or Cboe Canada which pay on a monthly basis. Unitholders of record of the applicable iShares ETF on July 28, 2026 will receive cash distributions payable in respect of that iShares ETF on July 31, 2026.

Details regarding the “per unit” distribution amounts are as follows:

Fund NameFund TickerCash Distribution Per UnitiShares 1-10 Year Laddered Corporate Bond Index ETFCBH$0.052
iShares 1-5 Year Laddered Corporate Bond Index ETFCBO$0.054iShares S&P/TSX Canadian Dividend Aristocrats Index ETFCDZ$0.114iShares Equal Weight Banc & Lifeco ETFCEW$0.066iShares 1-5 Year Laddered Government Bond Index ETFCLF$0.035iShares 1-10 Year Laddered Government Bond Index ETFCLG$0.039iShares S&P/TSX Canadian Preferred Share Index ETFCPD$0.059iShares US Dividend Growers Index ETF (CAD-Hedged)CUD$0.096iShares Convertible Bond Index ETFCVD$0.076iShares Global Monthly Dividend Index ETF (CAD-Hedged)CYH$0.076iShares Canadian Financial Monthly Income ETFFIE$0.040iShares U.S. Aggregate Bond Index ETFXAGG$0.119iShares U.S. Aggregate Bond Index ETF(1)XAGG.U$0.085iShares U.S. Aggregate Bond Index ETF (CAD-Hedged)XAGH$0.120iShares Core Canadian Universe Bond Index ETFXBB$0.081iShares Core Canadian Corporate Bond Index ETFXCB$0.070iShares ESG Advanced Canadian Corporate Bond Index ETFXCBG$0.127iShares U.S. IG Corporate Bond Index ETFXCBU$0.124iShares U.S. IG Corporate Bond Index ETF(1)XCBU.U$0.088iShares Core MSCI Global Quality Dividend Index ETFXDG$0.075iShares Core MSCI Global Quality Dividend Index ETF(1)XDG.U$0.053iShares Core MSCI Global Quality Dividend Index ETF (CAD-Hedged)XDGH$0.059iShares Core MSCI Canadian Quality Dividend Index ETFXDIV$0.120iShares Core MSCI US Quality Dividend Index ETFXDU$0.150iShares Core MSCI US Quality Dividend Index ETF(1)XDU.U$0.107iShares Core MSCI US Quality Dividend Index ETF (CAD-Hedged)XDUH$0.055iShares Canadian Select Dividend Index ETFXDV$0.124iShares J.P. Morgan USD Emerging Markets Bond Index ETF (CAD-Hedged)XEB$0.059iShares S&P/TSX Composite High Dividend Index ETFXEI$0.114iShares Core Canadian 15+ Year Federal Bond Index ETFXFLB$0.116iShares Flexible Monthly Income ETFXFLI$0.189iShares Flexible Monthly Income ETF(1)XFLI.U$0.134iShares Flexible Monthly Income ETF (CAD-Hedged)XFLX$0.174iShares S&P/TSX Capped Financials Index ETFXFN$0.153iShares Floating Rate Index ETFXFR$0.045iShares Core Canadian Government Bond Index ETFXGB$0.051iShares Global Government Bond Index ETF (CAD-Hedged)XGGB$0.043iShares Canadian HYBrid Corporate Bond Index ETFXHB$0.076iShares U.S. High Dividend Equity Index ETF (CAD-Hedged)XHD$0.074iShares U.S. High Dividend Equity Index ETFXHU$0.072iShares U.S. High Yield Bond Index ETF (CAD-Hedged)XHY$0.082iShares U.S. IG Corporate Bond Index ETF (CAD-Hedged)XIG$0.073iShares 1-5 Year U.S. IG Corporate Bond Index ETF (CAD-Hedged)XIGS$0.128iShares Core Canadian Long Term Bond Index ETFXLB$0.062iShares S&P/TSX North American Preferred Stock Index ETF (CAD-Hedged)XPF$0.066iShares High Quality Canadian Bond Index ETFXQB$0.055iShares S&P/TSX Capped REIT Index ETFXRE$0.057iShares ESG Aware Canadian Aggregate Bond Index ETFXSAB$0.050iShares Core Canadian Short Term Bond Index ETFXSB$0.068iShares Conservative Short Term Strategic Fixed Income ETFXSC$0.052iShares Conservative Strategic Fixed Income ETFXSE$0.053iShares Core Canadian Short Term Corporate Bond Index ETFXSH$0.063iShares ESG Advanced 1-5 Year Canadian Corporate Bond Index ETFXSHG$0.124iShares 1-5 Year U.S. IG Corporate Bond Index ETFXSHU$0.154iShares 1-5 Year U.S. IG Corporate Bond Index ETF(1)XSHU.U$0.109iShares Short Term Strategic Fixed Income ETFXSI$0.057iShares Core Canadian 1-10 Year Bond Index ETFXSMB$0.103iShares ESG Aware Canadian Short Term Bond Index ETFXSTB$0.046iShares 0-5 Year TIPS Bond Index ETF (CAD-Hedged)XSTH$0.346iShares 0-5 Year TIPS Bond Index ETFXSTP$0.404iShares 0-5 Year TIPS Bond Index ETF(1)XSTP.U$0.287iShares 20+ Year U.S. Treasury Bond Index ETF (CAD-Hedged)XTLH$0.122iShares 20+ Year U.S. Treasury Bond Index ETFXTLT$0.135iShares 20+ Year U.S. Treasury Bond Index ETF(1)XTLT.U$0.096iShares Diversified Monthly Income ETFXTR$0.040iShares S&P/TSX Capped Utilities Index ETFXUT$0.091 (1) Distribution per unit amounts are in U.S. dollars for XAGG.U, XCBU.U, XDG.U, XDU.U, XFLI.U, XSHU.U, XSTP.U and XTLT.U.

Estimated July Cash Distributions for the iShares Premium Money Market ETF

The July cash distributions per unit for the iShares Premium Money Market ETF are estimated to be as follows:

Fund NameFund TickerEstimated Cash Distribution Per UnitiShares Premium Money Market ETFCMR$0.105
BlackRock Canada expects to issue a press release on or about July 27, 2026, which will provide the final amounts for the iShares Premium Money Market ETF.

Further information on the iShares ETFs can be found at http://www.blackrock.com/ca.

About BlackRock
BlackRock’s purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.

About iShares ETFs
iShares unlocks opportunity across markets to meet the evolving needs of investors. With more than twenty years of experience, a global line-up of more than 1,700 exchange traded funds (ETFs) and approximately $6.2 trillion in assets under management as of June 30, 2026, iShares continues to drive progress for the financial industry. iShares funds are powered by the expert portfolio and risk management of BlackRock.

iShares® ETFs are managed by BlackRock Canada.

Commissions, trailing commissions, management fees and expenses all may be associated with investing in iShares ETFs. Please read the relevant prospectus before investing. The funds are not guaranteed, their values change frequently and past performance may not be repeated. Tax, investment and all other decisions should be made, as appropriate, only with guidance from a qualified professional.

Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”). Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). TSX is a registered trademark of TSX Inc. (“TSX”). All of the foregoing trademarks have been licensed to S&P Dow Jones Indices LLC and sublicensed for certain purposes to BlackRock Fund Advisors (“BFA”), which in turn has sub-licensed these marks to its affiliate, BlackRock Asset Management Canada Limited (“BlackRock Canada”), on behalf of the applicable fund(s). The index is a product of S&P Dow Jones Indices LLC, and has been licensed for use by BFA and by extension, BlackRock Canada and the applicable fund(s). The funds are not sponsored, endorsed, sold or promoted by S&P Dow Jones Indices LLC, Dow Jones, S&P, any of their respective affiliates (collectively known as “S&P Dow Jones Indices”) or TSX, or any of their respective affiliates. Neither S&P Dow Jones Indices nor TSX make any representations regarding the advisability of investing in such funds.
MSCI is a trademark of MSCI, Inc. (“MSCI”). The ETF is permitted to use the MSCI mark pursuant to a license agreement between MSCI and BlackRock Institutional Trust Company, N.A., relating to, among other things, the license granted to BlackRock Institutional Trust Company, N.A. to use the Index. BlackRock Institutional Trust Company, N.A. has sublicensed the use of this trademark to BlackRock. The ETF is not sponsored, endorsed, sold or promoted by MSCI and MSCI makes no representation, condition or warranty regarding the advisability of investing in the ETF.

Contact for Media:
Sydney Punchard
Email: [email protected]

21.7.2026 11:04

Průzkum ZEW - index očekávání (červenec):
aktuální hodnota: 26,3 b.
očekávání trhu: 15,3 b.
předchozí hodnota: 10,5 b.

Průzkum ZEW - index současných podmínek (červenec):
aktuální hodnota: -77,6 b.
očekávání trhu: -77,7 b.
předchozí hodnota: -81 b.

Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

Moonshot AI's launch of its latest artificial intelligence model, Kimi K3, has shaken global technology markets, reviving memories of the DeepSeek shock earlier this year.

While the model has intensified concerns over the dominance of US AI leaders such as OpenAI and Anthropic, analysts say the broader implications for the AI ecosystem are more nuanced, with several hardware and infrastructure companies potentially emerging as long-term winners.

The Chinese startup claims Kimi K3 rivals some of the world's most advanced AI models despite relying on fewer cutting-edge AI chips, raising fresh questions about the future economics of AI development and spending.

The announcement triggered renewed selling across semiconductor stocks on Friday as investors weighed the possibility that advances in AI efficiency could reduce future demand for expensive computing hardware.

The Philadelphia Semiconductor Index dropped 4% during the session.

"Whatever gap existed between American and Chinese frontier AI just got a lot smaller, and it happened on the exact morning Wall Street was busy convincing itself AI economics don't add up," Mark Malek, chief investment officer at Siebert Financial, wrote following the market reaction on Friday.

Despite concerns surrounding AI chip demand, several investors believe memory manufacturers remain among the strongest positioned companies as AI models continue becoming larger and more capable.

According to Bloomberg, Kimi K3 features 2.8 trillion parameters and supports a one-million-token context window, specifications that require substantially higher memory capacity than previous generations of AI models.

Stanley Tang, senior portfolio manager at Sumitomo Mitsui DS Asset Management, told Bloomberg that memory suppliers should remain among the biggest beneficiaries because the market continues to be dominated by only a handful of companies, including SK Hynix and Samsung Electronics.

Tang added that growing adoption of models such as Kimi K3 is unlikely to reduce overall computing demand.

Instead, broader deployment of agentic AI systems could accelerate hardware consumption over time.

That view is shared by Gary Tan, portfolio manager at Allspring Global Investments.

He told Bloomberg that "the biggest winners will remain the AI infrastructure layer," adding that China's push toward open-source AI would require greater computing resources and continue driving demand for networking equipment and memory chips.

However, whether Nvidia and AMD can maintain the scarcity premium that has driven their valuations is less certain.

While semiconductor shares broadly came under pressure, Mizuho believes concerns surrounding electronic design automation software companies have been overstated.

The brokerage said Kimi K3 strengthens rather than weakens its long-term investment thesis for Synopsys and Cadence Design Systems.

Both companies fell between 8% and 10% last week as investors worried that increasingly capable open-source AI models from China could eventually replace portions of the semiconductor design process.

Mizuho's TMT sector specialist Jordan Klein said those fears were misplaced.

The firm said it "believes this risk is way overblown" and maintained its positive stance on both companies, Investing.com reported.

According to Klein, Kimi K3 functions as a general-purpose AI agent using existing open-source EDA tools such as OpenRoad rather than replacing the underlying software platforms.

He argued that foundation AI models cannot substitute for the deterministic and physically accurate engineering tools required for semiconductor design.

Instead, autonomous AI agents are expected to increase usage of existing EDA software by helping engineers work more efficiently.

Mizuho believes this trend supports its broader "agentic AI engineer" thesis, under which AI helps address the semiconductor industry's engineering talent shortage while expanding monetization opportunities for EDA companies beyond software licensing into engineering productivity, potentially tripling the industry's addressable market over time.

Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.Game crea

HomeStock IdeasLong IdeasConsumer 

SummarySea Limited has experienced a significant 32% stock decline since my last analysis.Despite the multiple compressions, SE's underlying fundamentals have notably strengthened.I remain unconcerned by the recent price action, viewing it as a disconnect from improving fundamentals.The investment thesis centers on SE's robust fundamental progress amid market skepticism. J Studios/DigitalVision via Getty Images

Clearly, my bullish view on Sea Limited (SE) hasn't developed the way I thought it would so far. But, personally, I don't find that concerning. If anything, I am on board with the idea that while the

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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in SE over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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

Affordable and scalable effector will strengthen RAF stockpile resilience

, /PRNewswire/ -- Farnborough International Airshow – Raytheon UK, part of RTX's (NYSE: RTX) Raytheon business, today introduced Red Kite®, its first sovereign precision weapon fully designed and digitally engineered in the United Kingdom.

Developed with a consortium of British defence partners, Red Kite is an affordable, highly deployable precision weapon that advances the UK's ability to rapidly scale critical stockpiles. Using advanced digital modelling technologies, the effector quickly moved from concept to prototype.

"Red Kite was designed with affordability and adaptability in mind, and marks a significant step forward for UK defence," said James Gray, managing director and chief executive of Raytheon UK. "Working closely with our partners over the past five years, we've combined innovative design, digital engineering and proven technologies to develop a sovereign capability for the RAF faster and more efficiently than ever."

Red Kite uses the existing Stormbreaker® airframe and can be integrated across a wide range of air platforms. It builds on Raytheon UK's extensive experience delivering precision weapons, including Paveway IV and adds a cost-effective, high-volume capability that enhances RAF operational flexibility.

"Red Kite is about getting capability to the frontline faster – reducing cost, increasing availability and meeting our customers' needs when it matters most," added Gray. "It represents a clear step toward a more resilient, sovereign UK defence industrial base."

Red Kite will be delivered through a nationwide UK supply chain, bringing together specialist design, engineering and manufacturing expertise from across the country. From systems electronics and software in Harlow to control actuation systems in Glenrothes, the programme will sustain high-skilled jobs, advanced manufacturing and sovereign defence capabilities across England, Scotland and Wales. Raytheon UK estimates that approximately 140 highly skilled jobs will directly support this program.

About Raytheon UK
With over 2,000 employees in the UK, Raytheon UK is a major supplier and systems integrator to the UK Ministry of Defence that designs, develops and manufactures defence and space products. The company is also a leading provider of training transformations services and continues to invest in research and development, supporting innovation and technological advances across the country. Raytheon UK is part of RTX's Raytheon business.

About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.

About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

For questions or to schedule an interview, please contact [email protected].

View original content:https://www.prnewswire.com/news-releases/raytheon-uk-unveils-sovereign-digitally-engineered-precision-weapon-red-kite-302824539.html

SOURCE RTX

GTF engines will power Airbus A320neo family aircraft orders

, /PRNewswire/ -- Farnborough International Air show – BOC Aviation Limited ("BOC Aviation" or "The Company") has announced an order for up to 220 Pratt & Whitney GTFTM engines, which will power up to 110 Airbus A320neo family aircraft.
Pratt & Whitney is an RTX (NYSE: RTX) business.

"With this latest order, BOC Aviation is demonstrating its continued confidence in the GTF, which is the most fuel-efficient engine for single aisle aircraft," said Rick Deurloo, president of Commercial Engines at Pratt & Whitney. "We have a strong relationship with BOC Aviation that we will continue to build upon to meet growing airline demand."

"This order is the largest that BOC Aviation has placed with Pratt & Whitney and a continuation of our 29-year relationship, reflecting the key role they have played in our growth," said Steven Townend, chief executive officer and managing director at BOC Aviation. "GTF engines enable a substantial reduction in fuel costs, contributing to the efficiency of our future fleet."

The GTF delivers 20% lower fuel consumption and a 75% smaller noise footprint compared to the prior generation of engines. Over 2,800 GTF-powered aircraft are operated globally by more than 90 customers, and the order backlog of over 8,000 GTF engines reflects strong market demand for its proven benefits. The engine's revolutionary geared architecture is the right foundation for next generation technologies.

Note, the order was originally signed and listed as an undisclosed deal in June 2025.

About BOC Aviation

BOC Aviation is a leading global aircraft operating leasing company with a portfolio of 813 aircraft and engines owned, managed and on order. Its owned and managed fleet was leased to 88 airlines in 48 countries and regions worldwide as of 31 March 2026. BOC Aviation is listed on the Hong Kong Stock Exchange (HKEx code: 2588) and has its headquarters in Singapore with offices in Dublin, London, New York and Tianjin. For more information, visit www.bocaviation.com.

About Pratt & Whitney

Pratt & Whitney, an RTX business, is a world leader in the design, manufacture and service of aircraft engines and auxiliary power units for military, commercial and civil aviation customers. Since 1925, our engineers have pioneered the development of revolutionary aircraft propulsion technologies, and today we support more than 90,000 in-service engines through our global network of maintenance, repair and overhaul facilities.

About RTX

RTX is the world's largest aerospace and defense company. With more than 185,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. Through industry-leading businesses – Collins Aerospace, Pratt & Whitney, and Raytheon – we are advancing aviation, engineering integrated defense systems for operational success, and developing next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.

For questions or to schedule an interview, please contact [email protected] or [email protected].

SOURCE RTX

After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector.

The bank's trading desk said hedge funds have already made one of the largest reductions in momentum and semiconductor exposure on record, suggesting much of the forced selling may already be behind the market.

According to UBS prime brokerage data cited by Bloomberg, hedge funds have unwound long positions in momentum and semiconductor stocks equivalent to roughly 5% of gross market value.

The reduction ranks among the largest on record and has pushed net positioning in semiconductor and software companies back to levels last seen in April.

Momentum investing generally involves buying stocks that have recently outperformed while betting against the weakest performers.

Michael Romano, head of hedge fund equity derivative sales at UBS, said the latest positioning shift reflects a high-conviction de-risking process rather than a deterioration in the underlying outlook for AI.

"The momentum de-risk was and remains a conviction call," Romano wrote in a note to clients.

"Scaling into a position is prudent."

UBS' momentum basket includes companies such as Sandisk, Broadcom, Oracle, KKR, Datadog and Microsoft.

According to Romano, positioning is increasingly becoming supportive of a rebound across these names as selling pressure begins to ease.

Rather than rushing back into AI names, however, UBS recommends investors slowly scale into positions as improving fundamentals begin to outweigh positioning-driven volatility.

AI fundamentals remain supportiveUBS argues that improving demand for artificial intelligence infrastructure continues to provide a constructive backdrop for semiconductor and software companies despite recent market volatility.

Romano expects the current momentum unwind to bottom out by the end of July, if it has not already done so.

He pointed to Friday's sharp reversal in UBS' momentum gauge as an encouraging signal.

The indicator swung from a loss of 3.5% to a gain of 2.5% within two hours, highlighting how quickly investor sentiment can shift once selling pressure subsides.

"I'd expect a liquidity bubble to the upside when things turn," Romano wrote.

UBS also noted that its software basket has climbed roughly 20% since the end of June, underscoring how sensitive AI-related shares remain to changes in investor positioning.

The bank believes a recovery in AI and momentum stocks could come at the expense of sectors that have recently outperformed.

Prime brokerage data suggest much of the buying seen in banks, industrial companies and other cyclical sectors reflected short covering rather than fresh long-term investment.

If investors rotate back into technology and AI, those recent market leaders could face renewed pressure.

Other Wall Street firms remain cautiousNot all strategists agree that the worst of the AI correction is over.

Goldman Sachs strategist Ben Snider said the recent selloff has renewed investor interest in investment themes outside artificial intelligence.

He noted that momentum strategies have erased all gains accumulated since late April, while volatility has climbed to the highest level recorded outside recession periods over the past 45 years.

Unlike UBS, Snider believes history, investor positioning and the lack of an immediate catalyst suggest AI infrastructure stocks could continue facing near-term headwinds.

Morgan Stanley has also argued that leadership in the broader equity market is expanding beyond technology.

Equity strategist Michael Wilson said sectors such as consumer discretionary and transportation have outperformed the S&P 500 by around 12% over the past two months as earnings expectations improve.

The contrasting views highlight an increasingly important debate on Wall Street: whether investors should use the recent correction in AI stocks as a buying opportunity or continue rotating into sectors benefiting from a broader economic recovery.

Prologis has intensified its pursuit of SEGRO PLC (LSE:SGRO), publicly attacking the warehouse landlord's defence a day before a deadline that forces the US giant to bid or walk away.

The FTSE 100 property group rejected a third approach from Prologis on Monday, worth 993p a share, or about £13.5 billion.

SEGRO, Europe's largest listed real estate investment trust, has dismissed the offer as opportunistic and one that fails to reflect the quality and scarcity of its logistics portfolio.

Under Takeover Panel rules, Prologis must announce a firm intention to bid or step away by 5 pm on Tuesday, the so-called put up or shut up deadline.

In a combative statement, Prologis said senior representatives met SEGRO management in London on Sunday but found no credible path to a recommended deal.

It accused the SEGRO board of relying on an aspirational valuation built on unrealistic assumptions.

Prologis argued that consensus forecasts imply annual earnings growth of just 4.7% over three years, too weak to justify SEGRO trading at its net asset value.

SEGRO's NAV fell from 925p to 905p a share in the six months to 30 June, an unusual decline to disclose during a bid defence.

Prologis said its latest terms represented a 9.7% premium to that figure, among the highest premiums to NAV paid for a UK property company in a decade.

The US firm also invoked history, noting the SEGRO board rejected an earlier approach in March 2024 within 72 hours.

That decision, Prologis claimed, has left shareholders 36.5% worse off.

The proposal comprises 0.089 new Prologis shares for each SEGRO share, with a partial cash alternative of up to £2.7 billion, equal to a fifth of the total.

Prologis has also dangled the prospect of a secondary London listing to win over investors.

SEGRO chairman Andy Harrison has insisted the group can create more value by pursuing its own growth strategy, pointing to its development pipeline and data centre ambitions.

Prologis said there was no certainty an offer would be made, but signalled it remained ready to engage.

The standoff now hinges on whether it blinks before the deadline.

21.7.2026 10:44

Ropa -0,55 % na 82,03 USD za barel.
Zemní plyn -0,03 % na 2,859 USD za mbtu.

Zlato +1,32 % na 4068,9 USD za unci.
Stříbro +3,81 % na 59,245 USD za unci.
Měď +2,74 % na 6,5145 USD za libru.

Kukuřice -0,21 % na 4,72 USD za bušl.
Pšenice -0,22 % na 6,725 USD za bušl.

Michal Bárta
Fio banka, a.s.
Prohlášení

RTX's Pratt and Whitney Canada signs PW127M maintenance agreement with Emerald Airlines PR Newswire LONDON, July 2

Londýnská burza cenných papírů (LSE) plánuje v první polovině příštího roku spustit nepřetržité obchodování. Oznámila to dnes na svém webu. Rozhodnutí přichází v době, kdy se burzy vyrovnávají s růstem kryptoměn a dalších aktiv, s nimiž se neobchoduje pouze v tradičních otevíracích hodinách. To zvýšilo zejména mezi drobnými investory očekávání, že budou moci obchodovat kdykoli, napsal server deníku Financial Times (FT).

Hlavní trh LSE bude nadále fungovat ve standardních hodinách od 8:00 do 16:30 londýnského času (9:00 až 17:30 SELČ). Pak začne fungovat nová burza LSE 24, která bude v provozu od 17:00 do 7:50, s třicetiminutovou přestávkou mezi 18:30 a 19:00 určenou pro zpracování procesů na konci obchodního dne. V noci se na ní zpočátku budou obchodovat fondy sledující britský či americký akciový trh.

"Londýn vždy usnadňoval jak vnitrostátní, tak i globální toky, a toto je v podstatě pokračováním tohoto trendu,“ řekla deníku FT generální ředitelka LSE Julia Hoggettová. Dodala, že roste zájem – zejména ze strany drobných investorů z celého světa – využívat Londýn vzhledem k jeho specifickému časovému pásmu k tomu, aby získali přístup nejen k britským, ale i ke globálním aktivům.

Podobné kroky učinily už dříve americké akciové burzy. Společnosti Nasdaq , New York Stock Exchange a Cboe Global Markets buď už zavedly, nebo plánují zavést prodlouženou obchodní dobu. K prodloužení obchodní doby pro drobné investory do 22:00 přikročil i provozovatel německého trhu Xetra.

Regulatory News: Innate Pharma SA (Euronext Paris: IPH; Nasdaq: IPHA) ("Innate" or the "Company"), today announced the completion of enrollment in the dose e

LONDON--(BUSINESS WIRE)--8x8, Inc. (NASDAQ: EGHT) launches 8x8 Small Business, a new self-serve, consumption-based offering for direct resell partners to win and serve SMBs.

Samsung Electronics významně rozšiřuje své ambice v oblasti robotiky. Největší jihokorejský výrobce elektroniky v úterý oznámil vznik nové divize zaměřené na robotiku, která bude přímo podléhat spoluvýkonnému řediteli Roh Tae-moonovi. Cílem vzniku divize je urychlit rozvoj a komercializaci v oboru a etablovat robotiku jako motor růstu společnosti.

Společnost zároveň oznámila, že do svých řad získala jednoho z předních manažerů v tomto odvětví, který usedne do vedení divize, jež ponese název RX neboli Robotics eXperience. Je jím Dongkun Lee, jenž dosud působil v Hyundai Motor Group. V automobilce měl na starosti právě robotickou strategii včetně směřování společnosti Boston Dynamics, známého amerického vývojáře robotů, jehož Hyundai v minulosti převzal.

Nové centrum bude mít hlavní zázemí v areálu výzkumu a vývoje Samsungu v jihokorejském Soulu. Firma uvedla, že hodlá pokračovat v investicích do infrastruktury a dalších kapacit potřebných pro rozvoj svého robotického byznysu, přičemž vybuduje robotická výzkumná centra ve Spojených státech, Číně a Japonsku, jejichž činnost pod novou strukturu sjednotí.

Krok Samsungu odráží rostoucí význam robotiky mezi největšími světovými technologickými a průmyslovými společnostmi. Rozvoj AI totiž výrazně rozšiřuje schopnosti robotických systémů a otevírá prostor pro jejich nasazení při stále složitějších úkolech.

Do humanoidních robotů, automatizace výroby a souvisejících technologií dnes investují miliardy dolarů firmy jako Tesla, Alphabet či Hyundai. Očekávají, že jim nové technologie pomohou zmírnit dopady nedostatku pracovní síly a přinesou nové zdroje růstu vedle tradičních segmentů, jako jsou čipy, spotřební elektronika nebo elektromobily, píše Bloomberg.

Samsung také oznámil příchod dvou respektovaných akademiků. K firmě se připojí profesor Hyoun Jin Kim ze Soulské národní univerzity a profesor Uikyum Kim z univerzity Ajou, kteří patří mezi uznávané odborníky na robotiku.

„S bývalým manažerem Boston Dynamics jmenovaným do klíčové role v oblasti robotiky v Samsung Electronics se spolupráce mezi společnostmi Hyundai Motor Group a Samsung Group v oblasti robotiky velmi pravděpodobně rozšíří. Zdá se, že spojení mezi nimi se prohlubuje prostřednictvím různých kanálů,“ uvedli ve své poznámce analytici společnosti Korea Investment & Securities Co.

Marvell Technology (MRVL +3.18%) shareholders have been on quite the roller-coaster ride this year. If you bought shares on Jan. 2 (the market was closed on Jan. 1) and only checked your position now, you're up more than 120%, and you're probably pretty happy with that result. But if you've paid a bit more attention, you may have noticed that the stock has heavily sold off recently and is down 38% from its all-time high. The question investors are asking is whether now is the time to buy the dip or if this sell-off was warranted.

I think examining the reason behind its initial rise will give investors clues as to whether the sell-off was warranted (and I think the answer is likely a resounding yes).

Image source: The Motley Fool.

Marvell got a boost from a reputable source Marvell Technologies' stock got a major boost from one of its clients when Nvidia (NVDA +0.25%) CEO Jensen Huang stated that he believes Marvell could be one of the next $1 trillion companies. At the time, Marvell was just shy of a $200 billion business, so investors got excited and bought up the stock. Now, Marvell's stock is back below the price where it was when Huang made those comments.

Marvell Technology

Today's Change

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3.18

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6.00

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194.68

I think that's an OK sell-off, as there wasn't a whole lot of substance behind that rally besides one person's opinion (even if that person is extremely well informed about the state of the chip space). But after giving up those gains, is Marvell worth an investment?

Marvell makes networking equipment for data centers and smartphones. It's also getting involved in the application-specific integrated circuit (ASIC) business, and has deals with Microsoft and Amazon, much like Broadcom has deals with several other AI hyperscalers for custom AI chip design and production. This could turn into a huge business for Marvell, as these types of computing units are starting to gain massive momentum because when used for the narrow types of workloads they are designed for, they're more cost-efficient than general-purpose GPUs.

Marvell is still ramping up this business unit, but Wall Street analysts expect it to bring strong growth; consensus expectations are for 41% revenue growth this year and 45% next year. For most businesses, those would be stellar growth rates that would earn applause. In the AI industry, they're about average among the chip companies. So, Marvell is thriving and doing better, but it isn't anything special, at least from a growth standpoint.

Despite that, Marvell still trades at a hefty premium of 46.6 times forward earnings and 30.4 times next year's earnings.

MRVL PE Ratio (Forward) data by YCharts.

There are several AI stocks (like Nvidia and Broadcom) that are growing faster than Marvell and are cheaper, and I think those two make more sense to invest in than Marvell does. Until Marvell starts to generate growth that significantly outpaces that of some of the industry giants, I think it would be better for investors to stick to the established players in this space.

Keithen Drury has positions in Amazon, Broadcom, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Amazon, Broadcom, Marvell Technology, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.

LEADING EDGE MATERIALS ADVANCES MIDSTREAM PROCESSING STRATEGY FOR THE NORRA KÄRR HEAVY RARE EARTH ELEMENTS PROJECT

Initiative launched to enhance Norra Kärr’s flowsheet with collaboration on new hydrometallurgical research in support of future pilot plant establishment. Swedish Government funding secured: two projects involving the company awarded funding through Vinnova, the Swedish Innovation agency, as part of a SEK 70+ million (CAD 10 million) national push to secure Sweden's critical raw materials supply.Path to concentrate production: Domain sampling now underway to generate high-grade eudialyte concentrate, the essential feedstock for upcoming hydrometallurgical pilot testing.On track to develop the EU’s first heavy rare earth elements mine following the grant of Norra Kärr’s 25-year mining lease in June 2026 Vancouver, July 20,2 026 - Leading Edge Materials Corp. ("Leading Edge Materials" or the "Company") (TSXV: LEM) (Nasdaq First North: LEMSE) (OTCQB: LEMIF) (FRA: 7FL) is pleased to provide an update on its midstream processing strategy for eudialyte concentrate from the Norra Kärr Heavy Rare Earth Elements ("HREE") Project – and the path toward pilot-scale hydrometallurgical testing, a key step in demonstrating the process at commercial scale. This builds on the significant flowsheet development work completed over the last 15 years, and new research into silicate management under the Vinnova-funded SHLENK project.

Eudialyte Processing

Eudialyte is recognised globally as one of the most promising mineral sources of heavy rare earth elements, with projects in Greenland and Australia being developed in addition to Norra Kärr in Sweden.   With eudialyte, the behaviour of silicates during leaching needs to be managed to prevent gel formation. Two well-known approaches are dilution, reducing silicate concentrations through sufficient dilution during leaching and inhibiting gel formation, and pre-treatment, treating the eudialyte concentrate ahead of leaching to prevent silicate release during dissolution, while preserving rare earth element solubility. Studies have demonstrated that under correctly selected pretreatment conditions for a given source material, silicate leaching can be effectively prevented. The pre-treatment option was used in the Company's 2021 Preliminary Economic Assessment ("PEA") and current project development workstreams are focused on performance and cost optimisation, and upscaling studies.

Pilot-Scale Hydrometallurgical Testing

The pre-treatment approach has shown strong results in laboratory-scale testing for Norra Kärr material and an extended pilot is intended to further strengthen hydrometallurgical understanding. To achieve optimal pilot data, a new high-grade eudialyte concentrate will be produced. Over the summer, the Company is conducting a domain sampling programme using the existing drill core library. This will be followed by further mineral processing to produce eudialyte concentrate while also generating valuable nepheline syenite as co-product for customer trials.

Consistent with the design set out in the Company’s 2021 PEA, mineral processing at Norra Kärr will only feature crushing, grinding, and magnetic separation; the eudialyte concentrate would then be transported to a midstream hydrometallurgical facility at a separate, established industrial location – keeping the footprint at Norra Kärr small and placing chemical processing where infrastructure already exists.

New Innovation Research: The SHLENK Project

The pilot work programme will benefit from research into improved processing methods, including through the Company's collaboration with RISE (Research Institutes of Sweden) under the SEK 1.5 million (CAD 0.2 million) funded SHLENK project – "Silicate management in leaching of eudialyte from Norra Kärr”.

SHLENK is one of two research projects involving the Company’s wholly owned Swedish subsidiary, Greenna Mineral AB, that have recently been granted funding by the Swedish Government through Vinnova's Impact Innovation call, "Resilient metals and minerals supply for strengthened preparedness," alongside the NordAL (Nordic Alumina) project.

Together with 17 other projects, these initiatives form part of a national effort to strengthen Sweden's metals and minerals supply chain in peacetime, during heightened preparedness, and in times of crisis. The combined programme represents more than SEK 70 million (approximately CAD 10 million) in funding, of which approximately SEK 42 million (CAD 6 million) is provided by Vinnova.

For the Company, this funding represents strong recognition of the strategic importance of its work at Norra Kärr and its contribution to building a more resilient and secure supply chain for critical raw materials in Sweden and the Nordics.

The work is carried out within Swedish Metals & Minerals, a joint initiative by the Swedish Energy Agency, Formas, and Vinnova under the framework of Impact Innovation.

Kurt Budge, Chief Executive Officer, commented:

“Following the grant of the 25-year mining lease, our work continues towards developing Norra Kärr, the EU's first heavy rare earth elements mine.

Progressing with our Pre-feasibility Study, we continue to de-risk and enhance the processing flowsheet for Norra Kärr. We have a clear plan: working with the best eudialyte concentrate, verifying our pre-treatment approach to silicate management, and generating the data we need to run at pilot scale.

Heavy rare earths like dysprosium and terbium are foundational to the technologies driving electrification and defence readiness across Europe, and Norra Kärr remains one of the continent's richest deposits. The support from Vinnova is a strong validation of the strategic role Norra Kärr can play in strengthening Sweden's and Europe's resilience in critical raw materials."

About the Norra Kärr Project

Norra Kärr is one of Europe's most significant deposits of heavy rare earth elements, hosted in an eudialyte-bearing alkaline rock body in southern Sweden. The project's strategic value is underpinned by its high dysprosium and terbium ("Dy/Tb") content, critical inputs for permanent magnets used in electric vehicles, wind turbines, and defence applications.

On 28 June 2026, an Exploitation Concession – 25-year mining lease - was granted by the Swedish Government following a formal recommendation from the Mining Inspectorate (Sw. Bergsstaten), which submitted the application to the Government for a final decision after all involved agencies had either endorsed the application or recommended approval.

The strategic importance of heavy rare earth elements to Europe's industrial future has never been more apparent. As China's export controls have demonstrated, access to dysprosium, terbium and yttrium cannot be taken for granted — and the consequences of supply disruption are severe. Norra Kärr, now holding an Exploitation Concession, is key to addressing Europe’s critical risk exposure.

Edison Investment Research

"Leading Edge Materials - Meeting Europe's Rare Earths Challenge", 9 February 2026.
https://www.edisongroup.com/research/meeting-europes-rare-earths-challenge/BM-2766/  

Edison estimates current European dysprosium demand at 180-200 tpa of Dy₂O₃. Norra Kärr's 2021 PEA discloses average annual Dy₂O₃ production of 248t, which Edison notes is "similar to European consumption."

“Leading Edge Materials — Addressing the European REE shortage”, 21 April 2026.
https://www.edisongroup.com/research/addressing-the-european-ree-shortage/BM-2909/

The scientific and technical information contained in this news release relating to the Norra Kärr project, including details of forecast dysprosium, terbium and yttrium production, are set out the National Instrument 43-101 technical report entitled "Preliminary Economic Assessment of Norra Kärr Rare Earth Deposit and Potential By-Products, Sweden", with effective date August 18, 2021, and issue date August 19, 2021, prepared for Leading Edge Materials Corp. by SRK Consulting (UK) Ltd. The report is available on the Company's website at www.leadingedgematerials.com and under its SEDAR profile at www.sedar.ca.

Qualified Person

The scientific and technical information contained in this news release relating to the Norra Kärr project has been reviewed and approved by John Willis of SRK Consulting (UK) Ltd, a Chartered Professional and Member of the Australasian Institute of Mining and Metallurgy, who is an independent Qualified Person under the terms of NI 43-101 for REE deposits. SRK Qualified Persons are all independent as defined under National Instrument 43-101 - Standards of Disclosure for Mineral Projects. 

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release.

On behalf of the Board of Directors,
Leading Edge Materials Corp.

Kurt Budge, CEO

For further information, please contact the Company at:
[email protected]
www.leadingedgematerials.com

Corporate Head Office (Vancouver, Canada): 778-686-5357

About Leading Edge Materials

Leading Edge Materials Corp. is a Canadian-listed company focused on developing critical raw material assets across the European Union. Its primary focus is the wholly owned Norra Kärr Heavy Rare Earth Element project in Sweden — one of the world's most strategically significant heavy rare earth deposits and among the few advanced-stage projects within the EU capable of producing dysprosium, terbium, and yttrium at meaningful scale.

Situated in one of the globe's most politically and regulatory stable mining environments, Norra Kärr is well-positioned to contribute directly to the objectives of the EU's Critical Raw Materials Act, including the bloc's target of sourcing 10% of its critical raw material consumption domestically by 2030. Beyond rare earths, the Company also holds the Woxna Graphite mine in Sweden — a fully constructed and permitted facility — as well as a 90% stake in the Bihor Sud Nickel-Cobalt exploration alliance in Romania.

Additional Information

The information was submitted for publication through the agency of the contact person set out above, on July 20, 2026, at 23:30 Vancouver time.

Leading Edge Materials is listed on the TSXV under the symbol “LEM”, OTCQB under the symbol “LEMIF” and Nasdaq First North Stockholm under the symbol “LEMSE”. Svensk Kapitalmarknadsgranskning (“SKMG”) is the Company’s Certified Adviser for the Nasdaq First North Growth Market (Stockholm) and may be contacted via email [email protected] or by phone +46 (0)8 913 008.

Reader Advisory

This news release may contain statements which constitute “forward-looking information”, including statements regarding the plans, intentions, beliefs and current expectations of the Company, its directors, or its officers with respect to the future business activities of the Company. The words “may”, “would”, “could”, “will”, “intend”, “plan”, “anticipate”, “believe”, “estimate”, “expect” and similar expressions, as they relate to the Company, or its management, are intended to identify such forward-looking statements. Investors are cautioned that any such forward-looking statements are not guarantees of future business activities and involve risks and uncertainties, and that the Company’s future business activities may differ materially from those in the forward-looking statements as a result of various factors, including, but not limited to, fluctuations in market prices, changes in the Company’s intended use of proceeds from the Private Placement, successes of the operations of the Company, continued availability of capital and financing and general economic, market or business conditions. There can be no assurances that such information will prove accurate and, therefore, readers are advised to rely on their own evaluation of such uncertainties. The Company does not assume any obligation to update any forward-looking information except as required under the applicable securities laws.

Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release.

1D_20260720 Norra Kärr Processing _CLEAN