Track market-moving stories before they get noisy

SummaryArray Technologies is rated buy, but as a speculative, capital-structure-sensitive investment, it is not a low-risk infrastructure play.ARRY's $2.5B order book, improved domestic margins, and product expansion support the thesis, but weak cash conversion and preferred equity weigh heavily.The investment case hinges on converting orders into cash flow and reducing senior financial claims, rather than simply growing revenue or bookings.Current valuation implies modest EBITDA growth is sufficient for upside, but failure to improve cash conversion or margins could severely impact common equity value. Justin Paget/DigitalVision via Getty Images

Investment Thesis Array Technologies (ARRY) reported approximately $76.7 million in free cash flow in the first six months of 2026. Usually, it would be a rather encouraging figure for a company, whose market capitalization has dropped to around $534 million.

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

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.

F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that Telenor AI Factory has selected F5 BIG-IP Next for Kubernetes as an intelligent AI service plane for its NVIDIA-powered sovereign AI infrastructure. Telenor AI Factory is designed to help Norwegian and European organizations access secure, high-performance AI services while maintaining control over where data is processed, stored, and accessed.

Sovereign AI requires more than national GPU capacity. It requires an operational AI service plane that can govern where data flows, how tenants are isolated, and how policy is enforced in real time.

Telenor AI Factory addresses growing European sovereignty requirements by combining Telenor’s national infrastructure and connectivity with NVIDIA-powered AI infrastructure and F5’s intelligent traffic management, security, and governance capabilities.

With F5 BIG-IP Next for Kubernetes, Telenor can apply policy, visibility, tenant isolation, and traffic control directly in the AI service path. In the future, Telenor also plans to leverage F5 technology to expand the service plane with token-aware governance and more advanced inference traffic optimization as commercial AI services scale.

F5 BIG-IP Next for Kubernetes on NVIDIA BlueField DPU provides the following capabilities for Telenor AI Factory:

Secure multi-tenancy and network isolation enable customers to share sovereign GPU infrastructure while mitigating the challenge of tenant interference, policy drift, and data exposure.Policy-based traffic control aligns ingress, egress, API interactions, and operational telemetry with sovereignty and compliance requirements.Real-time observability and telemetry provide visibility for operations, auditability, and compliance reporting.Planned token-aware governance and circuit breaking help manage AI consumption, enforce usage policies, and support entitlement, reporting, and billing workflows.Planned inference-aware traffic optimization improves utilization and maintains consistent performance across dynamic AI inference workloads.Building digital sovereignty into AI Factory infrastructure

Sovereign AI is defined not only by where infrastructure is located, but also by how AI traffic, customer data, telemetry, and policy are controlled. Telenor AI Factory is designed to help Norwegian and European organizations meet these requirements while supporting the needs of highly regulated industries.

F5 BIG-IP Next for Kubernetes provides policy enforcement in the data path, enabling Telenor to apply consistent controls across ingress, egress, API interactions, observability, and AI inference traffic.

Extending the AI service plane as services scale

Telenor plans additional AI-specific capabilities as commercial services scale, including token-aware usage visibility and policy controls, circuit breaking, and more advanced inference-aware traffic management. These capabilities from F5 are intended to support greater control over AI consumption as well as entitlement, reporting, and billing workflows.

By running F5’s traffic-management data plane on NVIDIA BlueField-3, selected networking and security functions can be accelerated and isolated from host workloads. This preserves host CPU capacity for AI applications, strengthens the enforcement boundary between infrastructure and tenants, and helps reduce data-path bottlenecks as commercial AI services scale.

Supporting quotes

“At Telenor AI Factory, our purpose is to give Norwegian and European enterprises access to trusted, secure, and high-performance AI services. Sovereignty has to extend beyond where infrastructure sits to how AI services are operated and governed. F5 gives us a policy and traffic-control layer we can build on as we scale services for customers,” said Kaaren Hilsen, CEO of Telenor AI Factory.

“As AI factories move from infrastructure projects to commercial service platforms, service providers need a way to govern AI traffic, tenants, telemetry, and policy in real time. With BIG-IP Next for Kubernetes, Telenor is establishing an AI service plane that can grow with its sovereign AI services, including a path to deeper token-aware governance and DPU acceleration as requirements evolve,” said Kunal Anand, Chief Product Officer at F5.

“Together, NVIDIA-powered AI infrastructure and F5 BIG-IP Next for Kubernetes on BlueField-3 help service providers such as Telenor deliver high-performance AI services while maintaining the governance, control, and security required for sovereign AI,” said Ash Bhalgat, Sr. Director, AI Ecosystem and Marketing, at NVIDIA.

Supporting resources

Learn more about F5 for sovereign AILearn more about F5 BIG-IP Next for KubernetesLearn more about Telenor AI FactoryAbout TelenorAbout F5

F5, Inc. (NASDAQ: FFIV) is the global leader that delivers and secures every app. Backed by three decades of expertise, F5 has built the industry’s premier platform—F5 Application Delivery and Security Platform (ADSP)—to deliver and secure every app, every API, anywhere: on-premises, in the cloud, at the edge, and across hybrid, multicloud environments. F5 is committed to innovating and partnering with the world’s largest and most advanced organizations to deliver fast, available, and secure digital experiences. Together, we help each other thrive and bring a better digital world to life.

For more information visit f5.com
Explore F5 Labs threat research at f5.com/labs
Follow to learn more about F5, our partners, and technologies: Blog | LinkedIn | X | YouTube | Instagram | Facebook

F5, BIG-IP, BIG-IP Next, and F5 ADSP are trademarks, service marks, or tradenames of F5, Inc. or its affiliates in the U.S. and other countries. All other product and company names herein may be trademarks of their respective owners.

The use of the terms “partner,” “partners,” “partnership,” or “partnering” in this press release does not imply that a joint venture exists between F5 and any other company.

This press release contains forward-looking statements, including statements about the planned capabilities, availability, and expected benefits of F5 BIG-IP Next for Kubernetes for Telenor AI Factory. Actual results may differ materially due to technical, commercial, and other factors, including the risks described in F5’s filings with the Securities and Exchange Commission, including its most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. F5 undertakes no obligation to update these statements.

Source: F5, Inc.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261020898728/en/

 | Source:

Getty Images, Inc.

Paves Way for Equity Investment of Up to $533 Million from Getty Family and Koch Equity Development, Significant Debt Reduction, and Resolution of Non-Operating Legal Liabilities

Initiates Prepackaged Chapter 11 Process to Implement Agreed-Upon Plan of Reorganization, With No Impact on Operations, Employees, Contributors, Partners, or Customers

NEW YORK, Oct. 21, 2026 (GLOBE NEWSWIRE) -- Getty Images Holdings, Inc. (OTCPK: GETY) (“Getty Images” or the “Company”), the preeminent source of authentic global visual content and coverage, today announced that it has moved forward to implement its previously disclosed financial restructuring, which includes an equity investment of up to $533 million from members of the Getty family, through certain of their affiliated entities, and affiliates of Koch Equity Development (“KED”) (together, the “Equity Investors”), as well as a significant reduction in the Company’s outstanding debt. With non-operating legal liabilities addressed and a substantially strengthened balance sheet, Getty Images will be well positioned to invest in future growth, continue serving customers and supporting contributors globally, and execute against its long-term strategy.

The Company has launched a solicitation process for formal approval of the prepackaged plan of reorganization and, to implement the plan in the most efficient manner, has commenced voluntary Chapter 11 proceedings in the U.S. Bankruptcy Court for the District of Delaware (the “Court”) for certain of its U.S. entities. Under a Restructuring Support Agreement entered into on October 12, 2026, the plan already has the support of the Company’s major financial stakeholder groups, including the Equity Investors and lenders across the capital structure.

Getty Images will continue operating in the ordinary course throughout the process. There is no anticipated impact on content contributors, partners, customers, employees, or vendors, and the Company expects to continue fulfilling obligations and serving stakeholders as usual.

“Today's filing is a procedural step to implement the financial restructuring previously announced. Getty Images continues to operate normally, serving customers and supporting contributors and partners around the world. This process addresses our capital structure and certain non-operating liabilities and supports expanded investment into our content and services,” said Craig Peters, Chief Executive Officer of Getty Images.

The Company expects to complete the restructuring by year end after customary regulatory approvals are obtained and emerge as a privately held company owned by the Equity Investors.

Additional Information about the Court Process

As part of the process, the Company has filed with the Court a series of customary motions to facilitate fulfilling commitments to employees, serving customers, and making pre- and post-filing payments to vendors in the ordinary course. The Company expects to fund the restructuring with financing from an affiliate of KED of up to $143 million, in addition to cash generated from ongoing operations.

Additional information about the process is available in the Company’s Form 8-K to be filed with the U.S. Securities and Exchange Commission and at https://restructuring.ra.kroll.com/GettyImages or by contacting Kroll at [email protected] or 844-408-3675 (toll-free) or 646-825-2402 (international).

Advisors

Simpson Thacher & Bartlett and Cole Schotz P.C. are serving as counsel, Guggenheim Securities, LLC is serving as investment banker, Alvarez & Marsal North America, LLC is serving as financial advisor, and Kekst CNC is serving as strategic communications advisor to the Company. Gibson, Dunn & Crutcher LLP is serving as legal counsel and Houlihan Lokey Capital, Inc. is serving as investment banker to the ad hoc group of secured creditors. Akin Gump Strauss Hauer & Feld LLP is serving as legal counsel and Perella Weinberg Partners LP is serving as investment banker to the ad hoc committee of unsecured creditors. Milbank LLP is serving as legal advisor to the agent for the revolving lenders. Jones Day is serving as legal advisor and Rothschild & Co is serving as financial advisor to KED. Paul, Weiss, Rifkind, Wharton & Garrison LLP is serving as legal advisor and Moelis & Company LLC is serving as financial advisor to members of the Getty Family, through certain of their affiliated entities.

About Getty Images

Getty Images (OTCPK: GETY) is the preeminent source of global visual content and coverage that offers a full range of content solutions to meet the needs of any customer around the globe, no matter their size. Through its Getty Images, iStock and Unsplash brands, websites and APIs, Getty Images serves customers in almost every country in the world and is the first-place people turn to discover, purchase and share powerful visual content from the world’s best photographers and videographers. Getty Images works with over 600,000 content creators and over 360 content partners to deliver this powerful and comprehensive content. Each year Getty Images covers more than 160,000 news, sport and entertainment events providing depth and breadth of coverage that is unmatched. Getty Images maintains one of the largest and best privately-owned photographic archives in the world with millions of images dating back to the beginning of photography.

Through its best-in-class creative library and Custom Content solutions, Getty Images helps customers elevate their creativity and entire end-to-end creative process to find the right visual for any need. With the adoption and distribution of generative AI technologies and tools trained on permissioned content that include indemnification and perpetual, worldwide usage rights, Getty Images and iStock customers can use text to image generation to ideate and create commercially safe compelling visuals, further expanding Getty Images capabilities to deliver exactly what customers are looking for.

For company news and announcements, visit our Newsroom.

About Koch Equity Development
Koch Equity Development is the principal investment and acquisition arm of Koch, Inc. ("Koch"), one of the largest privately held businesses in America. Since 2012, KED has deployed more than $40 billion in equity investments and acquisitions. With revenues that have exceeded $125 billion, Koch companies employ about 130,000 people worldwide, with nearly half of those in the United States.

Forward-Looking Statements
Certain statements included in this press release that are not historical facts are forward-looking statements for purposes of the safe harbor provisions under the United States Private Securities Litigation Reform Act of 1995. Forward-looking statements may be identified by the use of words such as “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,” “should,” “would,” “plan,” “project,” “forecast,” “predict,” “potential,” “seem,” “seek,” “future,” “outlook,” “target” or similar expressions that predict or indicate future events or trends or that are not statements of historical matters. Forward-looking statements in this press release include, but are not limited to, statements regarding the Restructuring Support Agreement, the financial restructuring, the Chapter 11 proceedings, the prepackaged plan of reorganization, the solicitation process, the equity investment by the Equity Investors, the financing from KED, the expected timing of completion of the restructuring and emergence, the Company’s expected operations during the Chapter 11 proceedings and the expected treatment of claims and interests. These statements are based on various assumptions, whether or not identified in this press release, and on the current expectations of the Company’s management and are not predictions of actual performance. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions. Many actual events and circumstances are beyond the Company’s control.

These forward-looking statements are subject to a number of risks and uncertainties, including: the Company’s ability to consummate the financial restructuring on the terms set forth in the Restructuring Support Agreement or at all; the Company’s ability to satisfy the milestones and other conditions under the Restructuring Support Agreement, the equity commitment letter contemplated thereby and the financing from KED, and the risk that any of them is terminated; the Company’s ability to obtain the requisite acceptances of the prepackaged plan of reorganization and to obtain Court approval of the financing, the plan and other motions and requests filed in the Chapter 11 proceedings; risks attendant to the Chapter 11 process, including the effects of the Chapter 11 proceedings on the Company’s liquidity, results of operations and business, and on its relationships with customers, content contributors, suppliers, employees and other third parties; objections to the financial restructuring, the financing or other pleadings that could protract the Chapter 11 proceedings; the length of time the Company will operate under Chapter 11 protection; increased legal and other professional costs; the receipt of required regulatory approvals; the treatment of existing equity interests under the plan, which would result in holders of the Company’s Class A common stock not receiving or retaining any property on account of such interests; the outcome of the warrant litigation and related matters; the delisting of the Company’s Class A common stock from the New York Stock Exchange and the limited trading market for the Class A common stock on the OTC Pink Limited Market; the risk that the Company may lose the right to use “Getty Images” trademarks; the risks associated with the Company’s expression of substantial doubt about its ability to continue as a going concern; the Company’s ability to continue to license third-party content and offer relevant quality and diversity of content to satisfy customer needs; the Company’s ability to attract and retain customers and key personnel; the risk that the Company operates in a highly competitive market; the legal, social and ethical issues relating to the use of new and evolving technologies, such as artificial intelligence; the risks of technological interruptions or cybersecurity vulnerabilities; changes in applicable laws or regulations; and other risks and uncertainties identified in “Item 1A. Risk Factors” of the Company’s Annual Report on Form 10-K for the year ended December 31, 2025, filed with the Securities and Exchange Commission (the “SEC”) on March 16, 2026, as amended by Amendment No. 1 on Form 10-K/A filed with the SEC on April 27, 2026 (the “2025 Form 10-K”), and in the Company’s other filings with the SEC. If any of these risks materialize or the Company’s assumptions prove incorrect, actual results could differ materially from the results implied by these forward-looking statements.

The risks described under the heading “Item 1A. Risk Factors” in the 2025 Form 10-K and in the Company’s other filings with the SEC are not exhaustive. New risk factors emerge from time to time and it is not possible to predict all such risk factors, nor can the Company assess the impact of all such risk factors on its business or the extent to which any factor or combination of factors may cause actual results to differ materially from those contained in any forward-looking statements. All forward-looking statements attributable to the Company or persons acting on its behalf are expressly qualified in their entirety by the foregoing cautionary statements. The Company undertakes no obligation to update or revise publicly any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

No Solicitation or Offer
Any new securities to be issued pursuant to the restructuring transactions may not be registered under the Securities Act of 1933, as amended (the “Securities Act”), or any state securities laws but may be issued pursuant to an exemption from such registration provided in the U.S. bankruptcy code and/or another exemption under the Securities Act and any state securities laws. Such new securities may not be offered or sold in the United States absent registration or an applicable exemption from the registration requirements of the Securities Act and any applicable state securities laws. This press release does not constitute an offer to sell or buy, nor the solicitation of an offer to sell or buy, any securities referred to herein, nor is this press release a solicitation of consents to or votes to accept any Chapter 11 plan. Any solicitation or offer will only be made pursuant to a confidential offering memorandum and/or disclosure statement and only to such persons and in such jurisdictions as is permitted under applicable law.

Media Contact
Getty Images
Anne Flanagan
[email protected]

Investor Contact
Getty Images
Steven Kanner
[email protected]

2026 has been a rough year for Netflix (NFLX -1.66%). The streaming stock is down 31% year-to-date, including a 6% slide following its earnings report on Tuesday.

Netflix's sell-off isn't a mystery. The company has struggled with viewer engagement, as viewing hours were up just 2% through the first half of the year, and it has lost viewing share to its rivals, including YouTube, the market leader. According to data from Nielsen, Netflix's viewer share fell from 8.8% to 7.8% in the year ending July.

However, while Netflix's growth is slowing, it's delivering solid results. Revenue rose 11.8% to $12.9 billion in the third quarter, and earnings per share improved from $0.59 to $0.87, though that was partly due to lower content spending because of timing.

More importantly, based on a comparison with its streaming peers, Netflix is outgrowing them and trades at a relatively attractive price.

Image source: Netflix.

Netflix vs. the competitionThere aren't any other pure-play streaming stocks on the market, but that should be a reminder of its competitive advantage as the company is outgrowing rivals like Walt Disney Co, Skydance, and Comcast. The chart below shows recent revenue growth rates for those stocks, and includes Warner Bros Discovery before its acquisition by Paramount Skydance.

NFLX Revenue (Quarterly YoY Growth) data by YCharts

As you can see, all of Netflix's competitors are growing more slowly than it is, and all three of them have legacy businesses in cable networks, theatrical films, and broadband internet in the case of Comcast.

That gives Netflix an advantage as it can reinvest all of its profits into its streaming business and doesn't have to absorb the headwinds from the declining legacy businesses.

You would think that a company that was bigger than its rivals and outgrowing them would be trading at a higher multiple, but that's not the case, as the chart below shows.

NFLX PE Ratio data by YCharts

The newly formed Skydance is not unprofitable and is unlikely to be anytime soon, given its roughly $80 billion in debt. Disney has a similar P/E ratio to Netflix, while Comcast trades in value-stock range, which is due to expectations that its revenue will fall due to the shrinking cable business and challenges in its broadband division.

NFLX Netflix$68.69-$1.16 (-1.66%)

NASDAQ · As of 4:00 PM ET 10/20/26

What it means for NetflixDespite the malaise around Netflix stock, the numbers make the stock look attractive. It's still delivering double-digit growth; it's outperforming its peer group, and it trades at a discount to the S&P 500.

Netflix isn't done producing hits. The entertainment business is notoriously cyclical, and every studio has its misses. Management stood by its content on the latest earnings report, saying that member response to its 2026 price changes shows that its engagement remains healthy and that the company continues to deliver strong value for its members.

The stock seems to be priced as if Netflix's growth will continue to slow, and its revenue is currently benefiting from a price hike in March, which will roll off by the second quarter of next year.

For now, analysts expect double-digit revenue growth to continue into 2027, forecasting 11.2% growth to $56.9 billion.

If the company can deliver on that forecast, the stock looks like a winner at the current price.

Netflix is oversold. This is still an industry leader with double-digit revenue growth, a clear advantage over its legacy media peers, and unmatched global reach. The stock has gone through similar downturns before, and it's always bounced back. It's a good bet that it will follow that pattern again.

– Itineraries Include Seven-Day, Bucket-List Worthy Voyages to the Mediterranean from Barcelona, Spain –

– Norwegian Bella™ to be the Grand Finale in NCL's Groundbreaking Prima Class –

, /PRNewswire/ -- Norwegian Cruise Line (NCL), the industry leader in delivering freedom and choice in experiences with uncompromising hospitality, today opened for sale its next cutting-edge vessel, Norwegian Bella™, which will offer seven-day round-trip Mediterranean itineraries from Barcelona, Spain beginning in May 2028.

Experience the full interactive Multichannel News Release here: https://www.multivu.com/norwegian_cruise_line/9361354-en-norwegian-cruise-lines-norwegian-bella-sailing-from-europe-may-2028 

Norwegian Cruise Line® opens for sale Norwegian Bella™, which will be the newest ship to sail from Europe beginning in May 2028.

Norwegian Bella™ is the sixth and final ship in the groundbreaking Prima Class, offering seven-day Mediterranean voyages from Barcelona starting in May 2028.

Norwegian Bella™ features original hull art, designed by Australian contemporary artist George Rose, that uses vibrant colors and the feeling of movement to reflect the excitement of travel.

Norwegian Bella™ will feature Ocean Heights™, a multi-level, open-air activity complex that is an innovative, multi-generational hub of entertainment featuring a variety of slides and activities from day to night.

Ocean Heights™, Norwegian Bella’s multi-generational, open-air activity complex, will provide an outdoor bar perfect for guests to enjoy their favorite beverages while overlooking all the action at the pool deck.

Norwegian Bella’s top-deck attraction, Ocean Heights™, will offer thrilling activities including the 82-foot Bella Ropes Course.

On Ocean Boulevard, NCL’s signature wrap around promenade, the all-new Norwegian Bella™ features a kid’s area, Little Explorer’s Cay, equipped with a playground and slides.

On board Norwegian Bella™, guests can soak up the sun at the expansive pool deck with ample seating and lounging space as well as infinity hot tubs.

Norwegian Bella™ will feature the popular Vibe Beach Club, the signature NCL adults-only outdoor lounge area, equipped with sun loungers, daybeds, a bar and infinity hot tubs.

Norwegian Bella™ will offer Infinity Beach, where guests can relax in daybeds by infinity pools, away from the upbeat main pool deck.

Norwegian Bella’s inaugural season will sail seven-day Mediterranean voyages from Barcelona, Spain with visits to bucket list destinations across Europe including Rome, Florence and Salerno, Italy; Marseille, France; and Palma de Mallorca, Spain.

Norwegian Bella™ will boast 159 suites within the keycard access-only complex, The Haven by Norwegian®, including the Haven Two-Bedroom Duplex Suite with Large Balcony. Amenities include a 24-hour butler and concierge service, priority embarkation and disembarkation and much more.

The all-new Norwegian Bella™ will feature an array of balcony staterooms that will accommodate up to four guests with select connecting rooms to allow families to travel together in comfort and ease.

At approximately 1,129 feet long and 170,000 gross tons, Norwegian Bella will accommodate 3,921 guests at double occupancy and will join Norwegian Aura as the largest ships in the NCL fleet. Her inaugural season of voyages will include an unparalleled way for guests to experience Europe's most captivating destinations, including Rome, Florence and Salerno, Italy; Marseille, France; and Palma de Mallorca, Spain.

On board, Norwegian Bella will offer similar experiences to Norwegian Aura, the Company's latest vessel due for delivery in May 2027. With Norwegian Bella sailing in Europe and Norwegian Aura in the Caribbean, NCL will bring its newest guest experiences to two of the world's top cruise destinations. Both vessels are currently being built by renowned Italian shipbuilder Fincantieri, with interior designs created by world-class architects AD Associates, Piero Lissoni, Rockwell Group, SMC Design, and Studio Dado.

"Norwegian Bella marks a milestone moment in our fleet as the culmination of our award-winning Prima Class," said Marc Kazlauskas, president of Norwegian Cruise Line. "Drawing on the innovations and guest feedback that have shaped the class from the very beginning, Norwegian Bella brings together our most sought-after experiences in one extraordinary ship. From enhanced outdoor spaces and family-friendly attractions to elevated venues for relaxation and connection, every detail has been thoughtfully designed to give guests the freedom and flexibility to vacation exactly how they want to, without anyone having to compromise. We look forward to welcoming guests to discover the Mediterranean with us aboard Norwegian Bella."

Norwegian Bella showcases a collection of elevated experiences, including:

OCEAN HEIGHTS: OPEN-AIR ACTIVITIES FROM DAY TO NIGHT
Spanning decks 18 through 21, Ocean Heights™ is the multi-level, open-air complex that transforms throughout the day, serving as a sun-soaked playground by afternoon that evolves into a vibrant social hub under the stars with immersive lighting and LED projections at night.

From friendly competition to heart-pounding thrills, Norwegian Bella delivers unforgettable experiences for guests of all ages. Adventure seekers can race side-by-side on Eclipse Racers, take the plunge on the Bella Free Fall waterslide or experience The Wave, a pendulum-style raft slide accommodating up to four riders. For the ultimate adrenaline rush, travelers can brave The Drop, the signature Prima Class dry slide that sends guests speeding down 10 decks in a matter of seconds. The excitement continues with the Bella Ropes Course; the Bella Midway, which brings classic carnival-inspired fun to sea and on deck 20, guests can perfect their putt on the nine-hole mini golf course or discover Moon Climber, a vibrant, multi-level harness-free adventure course.

OCEAN BOULEVARD: OCEAN VIEWS, FAMILY SPACES AND INFINITY BEACH
Wrapping the entire ship on deck eight, Norwegian Bella's Ocean Boulevard is the signature Prima Class promenade, now enhanced with additional seating compared to Norwegian Aqua and Norwegian Luna, featuring hot tubs and an outdoor bar. At the heart of the experience is Infinity Beach, where guests can enjoy stunning infinity pools, upscale daybeds, hot tubs and a full-service outdoor bar.

Dedicated spaces for younger guests include Little Explorers' Cay complete with a playhouse and slides for ages two to six; Adventure Alley offering ages six to 10 an immersive playground filled with crawl spaces, winding tunnels and imaginative ocean-inspired adventures; and teens can claim their own hangout at Surf's Bay, a contemporary retreat with a striking surf wall photo installation for the best selfies at sea.

EXPANDED POOL DECK, FAMILY WATER PLAY AND AN ADULTS-ONLY ESCAPE
Over 15% larger than Norwegian Aqua's and Norwegian Luna's pool decks, Norwegian Bella's expansive pool deck features more space and seating, an infinity hot tub and a large LED entertainment screen, creating the perfect backdrop for relaxing days at sea.

The top deck action continues with the Kids' Aqua Park, featuring a reimagined splash pad design and interactive water features for young cruisers. Nearby are two family-fun waterslides – The Party Slide, a wide and shallow slide perfect for families and friends to enjoy together, and Infinity Loop, a figure-eight slide. Guests looking for more sun-soaked fun with beautiful views of the ocean can enjoy ample lounging and outdoor lawn games at Horizon Park on deck 19.

For cruisers seeking a more elevated escape, Vibe Beach Club delivers NCL's signature adults-only experience in a sophisticated atmosphere, complete with infinity hot tubs, a central oceanfront bar, enhanced relaxation areas, sun loungers and luxurious daybeds.

WELL-APPOINTED ACCOMMODATIONS AND UNPARALLELED LUXURY IN THE HAVEN BY NORWEGIAN®
Norwegian Bella offers nearly 2,000 staterooms with a variety of thoughtfully designed accommodations, ranging from inside staterooms and studios to spacious balcony staterooms. With the diverse range of staterooms, every type of traveler, including families and multigenerational groups, can feel comfortable at sea while experiencing NCL's uncompromising hospitality and genuine service.

The ship will include 159 suites within The Haven by Norwegian, NCL's exclusive, keycard-access ship-within-a-ship experience. Designed by Piero Lissoni, The Haven will be located aft and offer private elevators, a sundeck with an infinity pool, two hot tubs, an outdoor sauna and cold room, and separate family-friendly and adults-only areas. Haven guests will also have access to a private restaurant and bar with exclusive menu offerings, as well as a lounge. Additional benefits include 24-hour butler and concierge service, as well as priority embarkation, disembarkation and reservations.

DAZZLING, EYE-CATCHING NEW HULL ART
Continuing NCL's tradition of partnering with renowned artists to create iconic hull artwork across its fleet, Norwegian Bella will feature a striking original design by acclaimed Australian contemporary artist George Rose. Known for her bold murals and vibrant botanical compositions, Rose creates immersive works that blend fine art and design through vivid color, fluid gradients and graphic natural forms. With a career spanning more than 15 years, Rose has worked across cultural, public and commercial contexts internationally including work with STRAAT Museum Amsterdam, the Australian Embassy in Indonesia, Colab Gallery Germany, and brands such as Instagram, Nike and TikTok.

Reflecting on the collaboration, Rose said, "Designing the hull art for Norwegian Bella was an opportunity to capture the sense of wonder that travel inspires. Through vibrant color, organic forms and a feeling of movement, I wanted to create a piece that reflects the excitement of exploration and discovery. I'm looking forward to seeing my artwork come to life on a ship that will visit some of Europe's most remarkable destinations, and I hope it becomes part of the memories guests create throughout their journey."

For images and b-roll of Norwegian Bella, visit the press kit here.

For more information about the Company's award-winning fleet and worldwide itineraries, or to book a cruise, please contact a travel professional, call 888-NCL-CRUISE (625-2784) or visit www.ncl.com.

About Norwegian Cruise Line
As the innovator in global cruise travel, Norwegian Cruise Line® has been breaking the boundaries of traditional cruising for 59 years. Its tagline, "It's Different Out Here®" reflects the emotional connection guests experience aboard and pays tribute to the company's history of pioneering the cruise experience. Most notably, NCL revolutionized the industry by offering guests the freedom and flexibility to design their ideal vacation on their preferred schedule with no assigned dining and entertainment times and no formal dress codes. Today, the company continues to deliver on that freedom, choice and uncompromising hospitality, so no one has to settle on their ideal vacation. With award-winning entertainment, globally inspired dining and thoughtfully designed accommodations, including solo staterooms, Club Balcony Suites and The Haven by Norwegian®, the company's exclusive ship-within-a-ship concept, NCL ensures every guest enjoys a seamless and personalized journey that allows them to enjoy the moment and connect with those who matter most. To further deliver guests with more value, the company's signature Free at Sea™ package provides added benefits and inclusions such as unlimited open bar; specialty dining credits; high-speed Wi-Fi; and shore excursion credits; and on select sailings third and fourth guests sail free (terms and conditions apply). NCL guests sailing to the Caribbean can also enjoy exclusive experiences at Harvest Caye, the company's resort destination in Belize, along with new and enhanced experiences at Great Stirrup Cay, NCL's expanded private island in the Bahamas. NCL sails to nearly 350 of the world's most desirable destinations with its fleet of 20 contemporary ships.

For additional information or to book a cruise, contact a travel professional, call 888-NCL-CRUISE (625-2784) or visit www.ncl.com. For the latest news and exclusive content, visit the NCL Newsroom and follow Norwegian Cruise Line on Facebook, Instagram, TikTok and YouTube @NorwegianCruiseLine; and Twitter @CruiseNorwegian.

Norwegian Cruise Line is a wholly owned subsidiary of Norwegian Cruise Line Holdings Ltd. To learn more, visit www.nclhltd.com.

SOURCE Norwegian Cruise Line

Silný růst tržeb a návrat k miliardovému zisku potvrzují, že SpaceX patří mezi hlavní příjemce investičního boomu kolem satelitních služeb a umělé inteligence. Výsledky navíc doprovodila nová vlna spekulací o možném propojení s Teslou poté, co Elon Musk označil případné spojení obou firem za „dobrý nápad“.

Šéf americké společnosti SpaceX Elon Musk označil za dobrý nápad možnost spojení firmy s výrobcem elektromobilů Tesla. Učinil tak krátce poté, co SpaceX oznámila, že po více než roce ztrát ve třetím čtvrtletí zejména díky příjmům ze satelitního systému Starlink a počítačových technologií dosáhla zisk 4,4 miliardy dolarů (95 miliard Kč). Analytici přitom očekávali zisk 1,57 miliardy, napsala agentura Reuters. Před rokem SpaceX zaznamenala ztrátu 1,1 miliardy dolarů.

"Myslím, že by to byl dobrý nápad, ale je to skutečně na zvláštních výborech obou společností," prohlásil zakladatel obou firem, který se po červnovém vstupu SpaceX na burzu stal prvním dolarovým bilionářem na světě. Podle agentury Reuters nyní poprvé veřejně hovořil o jejich možném spojení, o němž se nedávno začalo spekulovat. Musk myšlenku hájil s tím, že obě firmy již mají spoustu společných projektů, nic však není jistého, dodal.

Akcie firmy po jeho prohlášení vzrostly v obchodování po úterním uzavření trhů o 4,9 procenta, píše Reuters.

SpaceX letos nasměrovala největší investice do umělé inteligence včetně společnosti xAI, chatbota Grok či rychle se rozšiřujících datových center. Zejména díky příjmům právě z AI a ze Starlinku se dokázala vrátit po ztrátovém období k ziskům. Její tržby ve čtvrtletí od července do září meziročně vzrostly o 161 procent na 14,6 miliardy dolarů.

Demonstrates how trusted AI agents are moving beyond automation to act on behalf of buyers and suppliers in real-world commercial transactions.

LAS VEGAS--(BUSINESS WIRE)--Visa (NYSE: V), BILL (NYSE: BILL) and Billtrust today announced they have launched the first live pilot to enable trusted AI agents to initiate and complete approved buyer invoice payments end-to-end through supplier portals.

Until now, many payment portals relied on human authentication requirements that limited how approved payments could be automated. Together, with leading accounts payable and receivable solutions providers BILL and Billtrust, the Visa Intelligent CommerceTM portfolio helps bridge that gap. Leveraging offerings such as Visa Trusted Agent Protocol, AI agents can now be securely authenticated to credentialed portals. As a result, buyer payments that previously relied on manual entry can be completed by trusted AI agents, while preserving supplier control and oversight.

How trusted AI agents are overcoming one of payment automation’s biggest barriers

The flow begins when the authorized BILL Payment Agent — registered using Visa’s Trusted Agent Protocol and Agentic Directory — uses tokenized payment credentials and controls aligned with the buyer’s approved payment instructions to issue payments on behalf of BILL's customers. Supported by capabilities within the Visa Intelligent Commerce (VIC) portfolio, this enables BILL to securely automate card payments for supplier invoices.

Once the payment is initiated, Billtrust leverages Visa's Trusted Agent Protocol to recognize, authenticate, and grant access to the authorized agent enabling BILL to complete the invoice payment on the customer's behalf. This agent authentication can satisfy the site protections historically provided by CAPTCHA and other bot blocking mechanisms, without requiring an additional agent login. As a result, Billtrust customers can receive fast portal payments in accordance with their acceptance policy, which can help accelerate cash flow.

“Businesses should not have to choose between automation and control when making payments,” said Mark Nelsen, SVP and Head of Product, Commercial & Money Movement Solutions, Visa. “This pilot applies agentic commerce to a real B2B-payment problem, by having trusted agents complete payments across platforms. Working with BILL and Billtrust, we are testing how identity, payment controls and transaction visibility can make that model work.”

Building trust into agent-initiated B2B payments

Drawing on capabilities within the Visa Intelligent Commerce portfolio, including Visa's Trusted Agent Protocol, the pilot enables:

A recognized and authenticated AI agent acting on behalf of an identified buyer Tokenized payment credentials rather than shared supplier-portal logins Payment controls tied to the customer’s approved payment instruction A purpose-built payment path tied to the specific invoice Visibility into the authorization and completion of the payment "Nearly 500,000 businesses trust BILL to move, manage and maximize their money, and that trust depends on removing friction without sacrificing accuracy and security of supplier payments. For too long, supplier portals have been friction points, requiring a person to manually complete what should be an automated step,” said Archana Prasad, SVP of Payments and Financial Services at BILL. “With Visa and Billtrust, BILL’s AI-powered payments technology is closing that gap: the payment gets done, the supplier gets paid faster, and finance teams get their time back."

For suppliers using Billtrust, the pilot creates a way to recognize and accept payments initiated by trusted business agents, helping release trapped cash while retaining the information needed to process and reconcile the payment within their existing payment acceptance policy. For buyers using BILL, automating this last manual step can give finance teams back the time they'd spend manually keying information into supplier payment portals.

“Agentic commerce will only move forward if businesses can trust agents to operate across systems with the same clarity and accountability they expect from people,” said Kunal Patel, SVP Payments, Billtrust. “By connecting buyer-side invoice approval with supplier-side payment acceptance, this pilot shows how authorized agents can complete business transactions, releasing trapped cash faster while adhering to a complex acceptance policy and preserving visibility and control for both sides.”

The pilot is currently live and processing end-to-end transactions with participating buyers using BILL and Billtrust suppliers. As the pilot progresses, Visa, BILL, and Billtrust will continue exploring opportunities in agentic payments. To learn more about Visa Intelligent Commerce and how Visa is building trust into agentic commerce, visit Visa.com.

About Visa

Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, sellers, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at Visa.com.

About BILL

BILL (NYSE: BILL) is the intelligent finance platform trusted by nearly half a million businesses and their accountants to manage, move, and maximize their money. BILL powers businesses ranging from fast-moving startups to growing companies with complex operations. We use AI to deliver strategic finance capabilities in one integrated platform that includes AP, AR, expenses, forecasting, procurement and more. With a member network of more than 9 million, BILL’s platform processes ~1% of US GDP annually. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and software providers. For more information, visit bill.com.

About Billtrust

Billtrust is the B2B Cash Generation Platform built to release the cash trapped in accounts receivable faster, while maintaining relationships that earn repeat business. Finance leaders use Billtrust as a single, converged system for the full credit-to-cash cycle, converting earned revenue into cash they can predict, defend, and deploy. Powered by the largest B2B buyer network in the industry, with more than 20 million buyers and $1 trillion in annual trade credit volume, Billtrust turns AR data into the intelligence that makes cash generation effortless.

FAQ

What is this pilot?
Visa, BILL and Billtrust are piloting how an authorized AI agent can complete approved invoice payments on behalf of a buyer. Today, that final payment step often requires an employee to manually log into a supplier portal and submit payment information. The pilot explores how trusted agents can complete that task while maintaining buyer-defined controls and visibility.

Why does this matter?
It addresses one of the last major manual steps in many accounts payable workflows.

What role does Visa play?
Visa can help establish trust by enabling agent recognition, tokenized payment credentials and payment controls.

How could buyer and supplier platforms benefit from this model?
Under this pilot, buyer-side platforms such as BILL could expand card-payment opportunities to suppliers that historically supported automated payments primarily through ACH or check. Supplier-side platforms, such as Billtrust, could enable faster and more seamless portal payments, helping suppliers process payments more efficiently and improve Days Sales Outstanding (DSO).

Do buyers need to share supplier-portal credentials?
No. The pilot is designed to eliminate the need to share supplier-portal logins.

Is the AI agent making payment decisions?
No. The agent only executes eligible payments that have already been approved by the buyer.

Why are B2B payments a good use case for agentic commerce?
They already operate within established approvals, controls and the buyer’s rules.

More News From Visa Inc.

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AI-first solution bridges workflow coordination gaps and accelerates technology transfer from early discovery through development and manufacturingMulti-tier execution, centralized data and real-time monitoring capabilities improve visibility and traceability, designed to adhere to complex regulatory and quality requirementsUnified laboratory ecosystem drives innovation across pharma, biotech, specialty chemical and materials sciences through coordinated scientific workflows WALTHAM, Mass.--(BUSINESS WIRE)--Revvity, Inc. (NYSE: RVTY), announced that its Revvity Signals Software business is launching the Signals LabGistics™ solution, an AI-first, scientific workflow orchestration solution designed to connect and coordinate processes, workflows, and tasks from discovery to manufacturing.

The Signals LabGistics offering uses AI-powered workflow design to translate natural-language descriptions and standard operating procedures into coordinated scientific workflows. As pharmaceutical, biotechnology, and specialty chemicals organizations pursue increasingly complex innovations – from novel therapeutics to advanced material formulations – fragmented systems and manual handoffs slow scientific progress, especially during tech transfer from R&D to manufacturing. The Signals LabGistics solution provides an intelligent orchestration layer that helps organizations connect teams, systems and processes to execute workflows more seamlessly. By connecting real-time data and insights in a single digital environment, the solution helps contextualize decision-making and continuously improve scientific processes.

“Scientific innovation is increasingly dependent on the ability to coordinate work across people, systems and stages of development,” said Kevin Willoe, president of Revvity Signals Software. “Our Signals LabGistics offering brings those moving parts together and helps organizations move promising therapies and new products forward with greater speed, consistency and confidence.”

In addition to operating within the broader Revvity Signals Software ecosystem, the Signals LabGistics solution is designed to work within existing laboratory and manufacturing platforms and extend to adjacent systems over time. This, along with capabilities for multi-tier execution and real-time monitoring, helps improve the flow of information, samples and activities across independent teams. Scientists and managers can then better understand workflow status, identify emerging bottlenecks and respond before delays affect broader development timelines.

The Signals LabGistics solution also offers flexible compliance and quality capabilities tailored to unique industry requirements. These capabilities can support pharmaceutical and biotechnology organizations that need to maintain GxP compliance across connected environments, or specialty chemicals organizations and materials science companies looking to minimize additional regulatory overhead.

The Signals LabGistics solution is expected to be available in the United States, Canada, Europe and Japan in December 2026.

About Revvity

At Revvity, “impossible” is inspiration, and “can’t be done” is a call to action. Revvity provides health science solutions, technologies, expertise, and services that deliver complete workflows from discovery to development, and diagnosis to cure. Revvity is revolutionizing what’s possible in healthcare, with specialized focus areas in translational multi-omics technologies, biomarker identification, imaging, prediction, screening, detection and diagnosis, informatics and more.

With 2025 revenue of $2.9 billion and approximately 11,000 employees, Revvity serves customers across pharmaceutical and biotech, diagnostic labs, academia and governments. It is part of the S&P 500 index and has customers in more than 160 countries.

Stay updated by following our Newsroom, LinkedIn, X, YouTube, Facebook and Instagram.

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NEW YORK and NEW ORLEANS, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Kahn Swick & Foti, LLC (“KSF”) and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in The Ensign Group, Inc. (NasdaqGS: ENSG) of a class action securities lawsuit.

CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors who purchased or otherwise acquired publicly traded Ensign securities between February 10, 2022 and June 18, 2026, inclusive (the “Class Period”). This action is pending in the United States District Court for the Central District of California.

Follow the link below to get more information and be contacted by a member of our team:

https://www.ksfcounsel.com/cases/nasdaqgs-ensg/   

Ensign investors should contact KSF Managing Partner Lewis Kahn toll-free at 1-833-538-3616 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-ensg/ to learn more.

>>>CLICK HERE for more information

CASE DETAILS: According to the Complaint, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects.

Specifically, the lawsuit alleges that Defendants failed to disclose to investors that: (i) Ensign’s business model depends on the systematic and widespread neglect of elderly people who live in its facilities, including those with needs for high levels of care; (ii) Ensign’s abuse and neglect includes not giving residents enough food, medical attention, or even basic toiletries as well as failing to respond to residents in clear distress, which has resulted in resident deaths; (iii) Ensign uses self-reporting measures as a way to cover up that it systematically neglects patients; (iv) Ensign defrauds Medicaid and Medicare by taking federal funds to help patients who need high levels of care, and then neglecting those same patients; (v) Ensign falsifies the number of hours that Certified Nursing Assistants spend with residents; (vi) Ensign engages in an illegal scheme to rent the licenses of Administrators who are not generally present at, nor actually managing, its facilities; and (vii) Ensign materially understated the reputational and litigation exposure that comes with a dangerous, abhorrent, and illegal business model.

The case is Perusek v. The Ensign Group, Inc., No. 26-cv-02963.

WHAT TO DO? If you invested in Ensign and suffered a loss during the relevant time frame, you have until December 7, 2026 to request that the Court appoint you as lead plaintiff; however, your ability to share in any recovery does not require that you serve as a lead plaintiff.

>>>To Learn More, Click HERE

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

>>>For More Information about the case, Click HERE

Contact:

Kahn Swick & Foti, LLC

Lewis Kahn, Managing Partner
[email protected]
1-833-538-3616
1100 Poydras St., Suite 960
New Orleans, LA 70163

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Synchrony Aces The Quarter As Credit Fears FadeSentinelOne NYSE: S Chief Customer Officer Steve Stone said the cybersecurity company is expanding its use of artificial intelligence in threat hunting as attackers increasingly use AI to accelerate cyber operations.

Speaking at OneCon 2026, Stone said the pace of AI development has changed the threat landscape significantly over the past year. He cited a U.K. government assessment that frontier AI models were doubling their offensive cyber capabilities every four months, which he said underscores the speed defenders must match.

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The AI Buildout Is Only 15% Complete—Here Is Where the Next Dollar Actually Goes“AI-driven attacks are here to stay,” Stone said. “This genie does not go back in the bottle.”

AI-assisted hunting results Stone said SentinelOne’s security strategy combines detection technologies with threat hunting, using AI tools alongside human analysts. The company’s detection approach includes indicators of compromise, signatures and autonomous models, he said, while hunting can help analysts investigate activity that may not yet be ready for production-grade automated detection.

MarketBeat Week in Review – 10/12 - 10/16SentinelOne launched AI-assisted threat hunting on Dec. 1, according to Stone. He said the capability increased the company’s ability to find malicious activity by 380% in its first quarter of operation, 1,400% after six months and 2,200% over the past year.

Stone said SentinelOne now notifies customers of intrusion activity found solely through AI-assisted hunting 28 times per day. He also said the company identified more than 14 million true-positive detections for customers during the last calendar year, representing a 50% increase while customer environments grew at a rate closer to 16%.

Stone characterized AI-assisted hunting as one component of a broader, multi-layered approach that also includes intelligence-based, real-time and retrospective hunting. The goal, he said, is to create multiple ways to detect, investigate, isolate, prevent and respond to malicious activity.

React2Shell response As an example of the technology’s use, Stone discussed what he called the React2Shell vulnerability, which he described as the fastest mass-exploitation event of the past year. He said the vulnerability carried a CVSS severity score of 10.0 and could be exploited through a crafted HTTP request without authentication, user action or code being pushed to a server.

SentinelOne had launched AI-assisted hunting only two days before the vulnerability was publicly disclosed, Stone said. The company initially had stronger coverage for Linux and Mac systems than for Windows environments and used its hunting and detection capabilities to address coverage gaps.

Stone said SentinelOne’s first observation of React2Shell activity at a customer occurred Dec. 9 and was identified through AI-assisted threat hunting. The initial alert was not conclusive on its own, he said, but gave threat hunters a lead to investigate. An analyst determined the activity appeared to resemble a penetration test but did not “feel right,” prompting a broader response across the company’s managed detection and response and detection organizations.

Within the first 30 days, SentinelOne identified eight attempted victims among its customers involving numerous threat groups using React2Shell, Stone said. The activity included attempted domain reconnaissance as well as cryptocurrency mining.

Using AI to validate defenses Stone also described SentinelOne’s work on SectopRAT, a remote-access threat the company has detected and reported to customers for seven years. He said the malware, which primarily targets browser sessions and cryptocurrency wallets, regularly changes its delivery mechanisms.

During the summer, SentinelOne updated static rules for Windows and Linux, behavioral detections and known command-and-control indicators associated with the malware, Stone said. The company also used AI-assisted hunting to validate whether those other defensive layers were continuing to identify the evolving threat.

In one instance, the company identified a new delivery wrapper posing as a fake Claude desktop installer, according to Stone. SentinelOne used AI-assisted hunting and a DLL side-loading hunting pack to examine related activity, map attack paths and assess whether its existing detection layers were functioning as intended.

Defender advantage depends on speed and expertise Stone said AI-enabled attacks can be detectable because attackers and AI agents may leave more observable activity behind, including prompts that describe intended actions. However, he said the larger issue is the speed at which adversaries can move through an intrusion.

“For the first time, we are literally seeing attackers move at machine speed,” Stone said.

He argued that AI could provide defenders with an advantage when it is paired with skilled analysts. Automated agents can perform continuous and repetitive work, he said, allowing security professionals to focus on complex investigations and decision-making.

Stone said SentinelOne plans to provide additional detail on upcoming technology and its broader strategy during subsequent OneCon sessions.

About SentinelOne (NYSE:S)SentinelOne, Inc is a cybersecurity company that develops artificial intelligence-powered security solutions for organizations worldwide. Its platform is designed to prevent, detect, investigate and respond to cyber threats across endpoints, cloud workloads, identities and other enterprise environments.

The company's Singularity Platform provides capabilities including endpoint protection, extended detection and response, cloud security, identity security, vulnerability management, data lake and security information and event management functionality.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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

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Shares of Micron Technology (MU -0.98%) have climbed about 10-fold from their 2024 closing price of about $84. The memory maker's stock jumped 239% in 2025, and as I write it's more than tripled again this year, to roughly $903.

If the stock ends 2026 over about $571, it'll be just the second time Micron has put up back-to-back triple-digit years. The first was 1993 and 1994, when shares rose 146% and 137%. (These and the other annual numbers here are calendar-year price returns from year-end closes, without dividends.)

Micron's own history doesn't rule out more gains. But after looking at what followed its past booms, I think investors should expect far less from here.

Image source: Micron.

The stock tends to fall before the profits doAfter its 1993-94 run, Micron stock climbed another 80% in 1995. The shares peaked on Sept. 11, 1995, though, and ended the year around 58% off that high before sliding another 26% in 1996.

But the business hadn't peaked when the stock did. Micron made $328.5 million in its first fiscal quarter of 1996 (roughly September to November 1995), more than in any earlier quarter.

Then its memory chip prices slid faster than the company could lower its costs, and net income shrank to $188 million, then $58 million, then $19 million in the next three quarters.

The next two booms followed a similar pattern. Micron stock climbed 300% in 2009 and lost 24% in 2010. Yet fiscal 2010 (which ended in early September 2010) saw net income of $1.85 billion, a swing from a $1.9 billion loss a year earlier. The stock was looking ahead. In fiscal 2011, Micron's average DRAM selling prices slid 39%, and earnings sank around 91% to $167 million.

After a 243% gain in 2013, the shares climbed another 61% in 2014 and then fell 60% in 2015. Again, full-year profits still looked strong. Fiscal 2015 net income of $2.9 billion was just a bit under fiscal 2014's $3.0 billion.

By fiscal 2016, with DRAM prices off 35%, Micron had a $276 million loss.

In short, Micron's stock has tended to fall while its full-year profits still looked strong -- and before those profits dropped.

Has the turn already started?The stock might already be repeating this pattern. Micron's shares hit a closing high of $1,213.56 in late June and now sit about 26% below it.

Yet Micron's earnings have kept climbing since then. In fiscal 2026, which ended Sept. 3, revenue grew to $133.2 billion, over 3.5 times the prior year's total. The company made $74.33 a share under generally accepted accounting principles, up almost tenfold from $7.59 in fiscal 2025.

But the rate of this growth is slowing. On a non-GAAP (adjusted) basis, Micron's per-share profit jumped 106% from fiscal Q2 to fiscal Q3, then rose 33% to $33.42 in fiscal Q4. Management's guidance of around $38.15 for fiscal Q1 2027 implies growth of about 14%. Pricing shows the same slowdown. Micron's DRAM prices rose by a percentage in the low 60s from the prior quarter in fiscal Q3, but only by a high-teens percentage in fiscal Q4.

Still, there's a key difference from past cycles. In every earlier bust, memory prices dropped. Now they're still rising, just slower.

"[W]e do not have line of sight to when supply and demand will return to balance," CEO Sanjay Mehrotra said in prepared remarks for the company's fiscal Q4 earnings call.

Of course, slowing price gains are arguably how a turn starts.

MU Micron Technology$896.07-$8.83 (-0.98%)

NASDAQ · As of 4:00 PM ET 10/20/26

Investors are already paying for a downturnAt roughly $903, Micron's price-to-earnings ratio is about 12 on fiscal 2026 results. Against analysts' fiscal 2027 adjusted profit estimates, the shares trade at only about 5 times earnings.

A price-to-earnings ratio this low for a tech business growing this fast suggests the market doesn't expect those profits to last. (I've written before about how quickly memory makers' peak margins fell in past cycles.)

Still, I wouldn't bet on a repeat of 2025 or 2026. In the two years after its 2009 and 2013 booms, the stock lost about 40% and 35%. And even after 1994, investors had to ride out a 58% fall in late 1995.

Can Micron stock keep climbing from here? It can, especially if memory prices keep rising into 2027, and I think the shares are worth a look for long-term investors at this price. I'd just size a position with the next downturn in mind, because Micron's stock has usually started falling well before its profits do.

Marvell Technology (MRVL - Free Report) closed the most recent trading day at $240.42, moving +1.4% from the previous trading session. This move outpaced the S&P 500's daily gain of 0.28%. Elsewhere, the Dow gained 1.02%, while the tech-heavy Nasdaq lost 0.02%.

Shares of the chipmaker witnessed a loss of 7.88% over the previous month, trailing the performance of the Computer and Technology sector with its loss of 2.28%, and the S&P 500's gain of 0.67%.

Market participants will be closely following the financial results of Marvell Technology in its upcoming release. In that report, analysts expect Marvell Technology to post earnings of $1.1 per share. This would mark year-over-year growth of 44.74%. At the same time, our most recent consensus estimate is projecting a revenue of $3.16 billion, reflecting a 52.17% rise from the equivalent quarter last year.

For the full year, the Zacks Consensus Estimates are projecting earnings of $4.21 per share and revenue of $12.05 billion, which would represent changes of +48.24% and +47.01%, respectively, from the prior year.

Investors should also pay attention to any latest changes in analyst estimates for Marvell Technology. Such recent modifications usually signify the changing landscape of near-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.15% higher. Marvell Technology currently has a Zacks Rank of #3 (Hold).

In terms of valuation, Marvell Technology is currently trading at a Forward P/E ratio of 56.27. This signifies a premium in comparison to the average Forward P/E of 32.3 for its industry.

Investors should also note that MRVL has a PEG ratio of 5.12 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. The Electronics - Semiconductors industry had an average PEG ratio of 1.11 as trading concluded yesterday.

The Electronics - Semiconductors industry is part of the Computer and Technology sector. With its current Zacks Industry Rank of 167, this industry ranks in the bottom 33% of all industries, numbering over 250.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

In the latest trading session, Howmet (HWM - Free Report) closed at $211.63, marking a -3.82% move from the previous day. The stock fell short of the S&P 500, which registered a gain of 0.28% for the day. Elsewhere, the Dow gained 1.02%, while the tech-heavy Nasdaq lost 0.02%.

The maker of engineered products for the aerospace and other industries's stock has dropped by 3.23% in the past month, exceeding the Aerospace sector's loss of 4.05% and lagging the S&P 500's gain of 0.67%.

Analysts and investors alike will be keeping a close eye on the performance of Howmet in its upcoming earnings disclosure. The company's earnings report is set to go public on October 29, 2026. The company is predicted to post an EPS of $1.37, indicating a 44.21% growth compared to the equivalent quarter last year. Our most recent consensus estimate is calling for quarterly revenue of $2.59 billion, up 23.98% from the year-ago period.

For the full year, the Zacks Consensus Estimates project earnings of $5.34 per share and a revenue of $10.12 billion, demonstrating changes of +41.64% and +22.61%, respectively, from the preceding year.

Investors should also pay attention to any latest changes in analyst estimates for Howmet. These revisions typically reflect the latest short-term business trends, which can change frequently. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. Over the past month, there's been a 0.19% rise in the Zacks Consensus EPS estimate. Howmet is currently a Zacks Rank #1 (Strong Buy).

In the context of valuation, Howmet is at present trading with a Forward P/E ratio of 41.2. This expresses a premium compared to the average Forward P/E of 23.12 of its industry.

We can additionally observe that HWM currently boasts a PEG ratio of 1.98. 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 Aerospace - Defense industry currently had an average PEG ratio of 1.62 as of yesterday's close.

The Aerospace - Defense industry is part of the Aerospace sector. With its current Zacks Industry Rank of 87, this industry ranks in the top 36% of all industries, numbering over 250.

The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. 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.

East West Bancorp (EWBC - Free Report) came out with quarterly earnings of $2.76 per share, beating the Zacks Consensus Estimate of $2.69 per share. This compares to earnings of $2.62 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +2.60%. A quarter ago, it was expected that this bank holding company would post earnings of $2.61 per share when it actually produced earnings of $2.63, delivering a surprise of +0.77%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

East West Bancorp, which belongs to the Zacks Banks - West industry, posted revenues of $822.75 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.53%. This compares to year-ago revenues of $778.05 million. The company has topped consensus revenue estimates four 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.

East West Bancorp shares have added about 11.7% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for East West Bancorp?While East West Bancorp has underperformed 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 East West Bancorp was favorable. 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 #2 (Buy) for the stock. So, the shares are expected to outperform 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 $2.75 on $823.09 million in revenues for the coming quarter and $10.64 on $3.2 billion 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, Banks - West is currently in the top 24% 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.

One other stock from the same industry, Columbia Banking (COLB - Free Report) , is yet to report results for the quarter ended September 2026. The results are expected to be released on October 22.

This bank holding company is expected to post quarterly earnings of $0.77 per share in its upcoming report, which represents a year-over-year change of -9.4%. The consensus EPS estimate for the quarter has been revised 0.4% higher over the last 30 days to the current level.

Columbia Banking's revenues are expected to be $687.95 million, up 18.2% from the year-ago quarter.

SkyWest (SKYW - Free Report) ended the recent trading session at $92.35, demonstrating a +2.1% change from the preceding day's closing price. This change outpaced the S&P 500's 0.28% gain on the day. At the same time, the Dow added 1.02%, and the tech-heavy Nasdaq lost 0.02%.

Shares of the regional airline witnessed a loss of 9.73% over the previous month, trailing the performance of the Transportation sector with its loss of 1.81%, and the S&P 500's gain of 0.67%.

Investors will be eagerly watching for the performance of SkyWest in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on October 29, 2026. The company is predicted to post an EPS of $3.13, indicating a 11.39% growth compared to the equivalent quarter last year. Simultaneously, our latest consensus estimate expects the revenue to be $1.14 billion, showing a 8.93% escalation compared to the year-ago quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $10.77 per share and a revenue of $4.37 billion, indicating changes of +4.06% and +7.73%, respectively, from the former year.

Investors should also pay attention to any latest changes in analyst estimates for SkyWest. These recent revisions tend to reflect the evolving nature of short-term business trends. 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, 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 past month, the Zacks Consensus EPS estimate has shifted 0.6% downward. Currently, SkyWest is carrying a Zacks Rank of #3 (Hold).

Looking at its valuation, SkyWest is holding a Forward P/E ratio of 8.4. This denotes a discount relative to the industry average Forward P/E of 11.66.

One should further note that SKYW currently holds a PEG ratio of 1.29. 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 average PEG ratio for the Transportation - Airline industry stood at 1 at the close of the market yesterday.

The Transportation - Airline industry is part of the Transportation sector. This industry currently has a Zacks Industry Rank of 230, which puts it in the bottom 7% of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming 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 use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

$26.62-$1.11 (-4.00%)

NASDAQ · As of 4:00 PM ET 10/20/26

IREN (IREN -4.00%), a vertically integrated AI cloud and data center operator, closed at $26.62, down 4.00%. Premarket funding worries and rate fears pressured the stock, while investors are watching AI data center financing and guidance next.
Trading volume reached 69.7M shares, coming in about 52% above its three-month average of 45.9M shares. IREN IPO'd in 2021 and has grown 9% since going public.

How the markets moved todayS&P 500 closed at 7,711, up 0.26%, while the Nasdaq Composite finished at 26,425, down 0.02%. Among AI cloud services and vertically integrated data center infrastructure peers, Applied Digital closed at $19.33, up 0.42%, and Core Scientific closed at $13.79, up 0.44%, indicating steadier demand for nearby infrastructure names.

What this means for investorsIREN stock continues to suffer as debt-related fears weigh on it and its neocloud peers.

Its $7.6 billion in debt is lower in relative and absolute terms than that of its peer CoreWeave. Nonetheless, like CoreWeave, it depends on debt.

IREN did state that its data center segment currently carries no debt. Still, bond ratings remain a worry. Admittedly, if financing becomes too costly, it may have to turn to share issuance to fund construction, which could place further strain on its stock.

IREN Iren$26.62-$1.11 (-4.00%)

NASDAQ · As of 4:00 PM ET 10/20/26

Additionally, unlike CoreWeave, it remains heavily involved in its legacy Bitcoin mining enterprise, and that part of the business continues to generate the majority of IREN's revenue.

Indeed, Bitcoin's recent performance could shield the stock from some of the concerns surrounding its AI cloud business. Nonetheless, as long as interest rate concerns call IREN's financing options into question, the cloud stock may struggle to recover in the near term.

One of Tuesday's better-performing bank stocks was one of the sector's more low-key companies. Dime Commercial Bancshares (DCOM +5.97%) saw its shares zoom 6% higher on Tuesday, while the S&P 500 index could only muster a 0.3% gain. An encouraging quarterly earnings report and the announcement of a fresh acquisition drove investors into the stock that day.

Image source: Getty Images.

Double-digit rises for DimeDime's third-quarter total revenue rose by 19% year over year to more than $135 million. This, despite the New York-based bank's loans falling marginally over that stretch to under $10.8 billion. Deposits, on the other hand, increased 7% to $12.8 billion.

On the bottom line, attributable net income not under generally accepted accounting principles (non-GAAP, or adjusted) leaped almost 50% higher to $39.1 million ($0.91 per share).

In the earnings release, Dime said its cautious approach was paying off. It quoted CEO Stuart Lubow as saying that "Our balance sheet, with $2.2 billion of cash and an 83% loan-to-deposit ratio, was intentionally constructed keeping in mind the potential for an elevated interest rate environment. We believe this highly liquid balance sheet uniquely positions Dime versus our local peers."

$41.01+$2.31 (+5.97%)

NYSE · As of 4:00 PM ET 10/20/26

Buying a peerDime is aiming to grow by acquiring one of those peers. Also on Tuesday, the company announced it had signed a deal to purchase ES Bancshares (ESBS +5.50%). The transaction, which Dime said would bolster its presence in the New York City boroughs of Brooklyn and Staten Island, is to be effected through a mix of cash and Dime Stock totaling around $58 million.

Both pieces of news are encouraging, with Dime doing a good job lifting the bottom line despite a loan book that isn't growing hotly, and seizing an opportunity to capture market share in its region (the ES Bancshares deal is priced at only around 1.1 times that company's tangible book value per share).

Eric Volkman 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.

Netflix co-CEO Ted Sarandos no longer has anything to say about the company's move into video games or podcasts. Patrick T. Fallon / AFP via Getty Images For years, Netflix has been telling investors how excited it is about its move into video games.

More recently, it has also started talking up its move into podcasts.

But when the company released its third-quarter earnings on Tuesday, the streamer had nothing to say about either foray.

What does that mean? Netflix won't say. But I'm pretty comfortable coming up with my own conclusion: Netflix doesn't think games or podcasts are going to do much for its business, at least in the near future.

That also tracks with new reporting from The Wall Street Journal, which says that Netflix has recently "stopped pushing games and podcasts, focusing more on its core movie and TV offerings."

5G disappointed consumers and phone carriers. Who's cashing in?

That's logical, given the most pressing problem the company has: figuring out how to make movies and TV shows that attract new subscribers, and that get its existing subscribers to spend more time on the service.

But it's also a real turnaround, at least in its messaging.

Netflix has consistently talked up games since it launched that business in 2021. In 2022, cofounder Reed Hastings predicted that Netflix would eventually "be a big leader in games." And the company has frequently pointed out its ambitions in its quarterly updates to investors.

Last quarter, for instance, the company highlighted a new World Cup game, and an app for kids games, and said it had "increasing confidence that we are building a foundation with exciting future growth potential."

It has also spent the last two quarters talking up its move into podcasts. In April, it said podcasts were a "potential incremental engagement opportunity." Three months later, it told investors that podcasts were good because they gave viewers more reasons to watch the service during the day (as opposed to the evening, where half of its viewing happens) and on mobile phones.

But on Tuesday, it had nothing to say about either category, other than a single legalese mention about forward-looking statements. But it did make a reference to other people's video games: It said a 27-minute trailer for Take-Two's highly anticipated "Grand Theft Auto VI," which it showed exclusively for a six-hour window, had been a hit.

Both games and podcasts make a certain kind of sense for Netflix, in theory: The company has often talked about the fact that gaming is a big competitor for its viewers' time. So why not try to harvest some of that attention for itself? And video podcasts are really just another term for "talk shows on a budget" — so why not offer those up to viewers as well?

The flip side: It's been hard to understand how Netflix would be able to create games that are better or more popular than everyone else in the game business. And it's an open question whether viewers who turn to Netflix in search of distracting entertainment would be interested in low-fi chats.

Maybe both categories eventually turn into something meaningful for Netflix one day. But the company seems to be saying that won't happen anytime soon.

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Netflix Gaming Video Games More Earnings

United Airlines (UAL - Free Report) came out with quarterly earnings of $2.54 per share, missing the Zacks Consensus Estimate of $2.6 per share. This compares to earnings of $2.78 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of -2.31%. A quarter ago, it was expected that this airline would post earnings of $1.92 per share when it actually produced earnings of $1.99, delivering a surprise of +3.65%.

Over the last four quarters, the company has surpassed consensus EPS estimates three times.

United, which belongs to the Zacks Transportation - Airline industry, posted revenues of $17.88 billion for the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.2%. This compares to year-ago revenues of $15.23 billion. 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.

United shares have lost about 14.5% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for United?While United has underperformed 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 United was unfavorable. 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 #5 (Strong Sell) for the stock. So, the shares are expected to underperform 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 $1.75 on $18.4 billion in revenues for the coming quarter and $7.87 on $68.03 billion 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, Transportation - Airline is currently in the bottom 7% 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.

Another stock from the same industry, JetBlue Airways (JBLU - Free Report) , has yet to report results for the quarter ended September 2026. The results are expected to be released on October 27.

This airline is expected to post quarterly loss of $0.52 per share in its upcoming report, which represents a year-over-year change of -30%. The consensus EPS estimate for the quarter has been revised 46.7% lower over the last 30 days to the current level.

JetBlue Airways' revenues are expected to be $2.82 billion, up 21.5% from the year-ago quarter.

Net income was $2.84 billion, up 1.5%, and core operating income was $2.98 billion, down 2.2%. For the nine months, net income and core operating income were a record $8.02 billion and $8.60 billion, respectively, up 12.9% and 21.0%.
P&C net premiums written were $13.18 billion, up 1.9%.

North America Commercial was down 2.7%, or up 1.7% excluding large account property including E&S and financial lines underwriting related exposure changes including additional reinsurance.
North America Personal was up 5.3%.
North America Agriculture was up 5.1%.
Overseas General was up 6.7%, or 5.2% in constant dollars. Consumer insurance was up 7.2% and commercial insurance was up 6.3%; Latin America, Asia and Europe were up 11.7%, 7.5% and 6.8%, respectively.

P&C underwriting income was $2.06 billion, with a combined ratio of 84.1%. P&C current accident year underwriting income excluding catastrophe losses was $2.26 billion, up 3.3%, with a combined ratio of 82.6%. For the nine months, P&C underwriting income was $5.79 billion, up 33.7%, and was $6.39 billion, up 6.1%, on a current accident year excluding catastrophe losses basis. Both were records.
Total pre-tax net catastrophe losses were $705 million compared with $285 million in the prior year.
Total pre-tax favorable prior period development was $511 million compared with $361 million in the prior year.
Life Insurance net premiums written were $1.96 billion, up 1.4%, or 3.7% in constant dollars. International life insurance net premiums written and deposits collected were $2.44 billion, up 15.7%, or 18.6% in constant dollars. Life Insurance segment income was $369 million, up 11.4%, or 14.7% in constant dollars, with International Life income up 7.0%, or 10.9% in constant dollars. For the nine months, Life Insurance segment income was $1.03 billion, up 9.3%, or 10.0% in constant dollars, with International Life income up 10.8%, or 11.8% in constant dollars.
Pre-tax net investment income was $1.79 billion, up 8.6%, and adjusted net investment income was $1.89 billion, up 6.3%. Both were records.
Annualized return on equity (ROE) was 15.3%. Annualized core operating return on tangible equity (ROTE) was 21.6% and annualized core operating ROE was 14.9%.
Book value and tangible book value per share increased 5.1% and 5.7%, respectively, from September 30, 2025. Tangible book value per share excluding AOCI was up 15.4% over the same period.

, /PRNewswire/ -- Chubb Limited (NYSE: CB) today reported net income for the quarter ended September 30, 2026 of $2.84 billion, or $7.30 per share, and core operating income of $2.98 billion, or $7.66 per share. Book value per share and tangible book value per share increased by 5.1% and 5.7%, respectively, from September 30, 2025 and now stand at $191.43 and $126.96. For the last three months, book value was unfavorably impacted by after-tax net realized and unrealized losses of $4.48 billion in Chubb's investment portfolio, partially offset by $551 million of foreign currency gains. Book value per share and tangible book value per share excluding AOCI increased by 11.1% and 15.4% from September 30, 2025.

Effective Q3 2026, segment income and core operating income have been redefined to exclude intangible amortization expenses related to purchased intangibles other than long-term distribution agreements. Refer to "Regulation G – Non-GAAP Financial Measures" in this press release and the Table of Contents page in the Q3 2026 Chubb Limited Financial Supplement for additional information. Prior-period results have been restated to reflect these changes.

Chubb Limited

Third Quarter Summary

(in millions of U.S. dollars, except per share amounts and ratios)

(Unaudited)

(Per Share)

2026

2025

Change

2026

2025

Change

Net income

$2,844

$2,801

1.5 %

$7.30

$6.99

4.4 %

Adjusted net realized (gains) losses, net of tax

94

48

95.8 %

0.25

0.12

108.3 %

Integration expenses and severance, net of tax

8

1

NM

0.02

-

NM

Market risk benefits (gains) losses, net of tax

55

120

(54.2) %

0.14

0.30

(53.3) %

Amortization of deferred tax asset from Bermuda law

(60)

36

NM

(0.15)

0.09

NM

Amortization of fair value adjustments, net of tax

39

42

(7.1) %

0.10

0.10

-

Core operating income, net of tax

$2,980

$3,048

(2.2) %

$7.66

$7.60

0.8 %

Annualized return on equity (ROE)

15.3 %

15.9 %

Core operating return on tangible equity (ROTE)

21.6 %

24.8 %

Core operating ROE

14.9 %

16.6 %

For the nine months ended September 30, 2026, net income was $8.02 billion, or $20.46 per share, and core operating income was $8.60 billion, or $21.94 per share. Book value per share and tangible book value per share increased by 1.5% and 0.6%, from December 31, 2025. For the last nine months, book value was unfavorably impacted by after-tax net realized and unrealized losses of $6.03 billion in Chubb's investment portfolio, partially offset by $643 million of foreign currency gains. Book value per share and tangible book value per share excluding AOCI increased by 7.4% and 10.1%, from December 31, 2025.

Chubb Limited

Nine Months Ended Summary

(in millions of U.S. dollars, except per share amounts and ratios)

(Unaudited)

(Per Share)

2026

2025

Change

2026

2025

Change

Net income

$8,018

$7,100

12.9 %

$20.46

$17.61

16.2 %

Adjusted net realized (gains) losses, net of tax

396

(428)

NM

1.02

(1.06)

NM

Integration expenses and severance, net of tax

21

3

NM

0.05

0.01

NM

Market risk benefits (gains) losses, net of tax

39

213

(81.7) %

0.10

0.53

(81.1) %

Amortization of deferred tax asset from Bermuda law

4

91

(95.6) %

0.01

0.22

(95.5) %

Amortization of fair value adjustments, net of tax

119

127

(6.3) %

0.30

0.31

(3.2) %

Core operating income, net of tax

$8,597

$7,106

21.0 %

$21.94

$17.62

24.5 %

Annualized return on equity (ROE)

14.5 %

13.9 %

Core operating return on tangible equity (ROTE)

21.2 %

19.9 %

Core operating ROE

14.6 %

13.2 %

For the nine months ended September 30, 2026 and 2025, the tax expenses (benefits) related to the table above were $6 million and $47 million, respectively for adjusted net realized gains and losses; $(7) million and nil for integration expenses and severance; $(7) million and $(38) million for market risk benefits gains and losses; $(33) million and $(36) million for amortization of fair value adjustments; and $2.09 billion and $1.75 billion for core operating income.

Evan G. Greenberg, Chairman and Chief Executive Officer of Chubb Limited, commented: "We had a really strong quarter with strong contributions from all of our businesses. Our diversification is highly supportive of growth and sustained margins which speak to our underwriting discipline, a hallmark of our company.

"P&C underwriting, investment and life income results led to core operating earnings of $2.98 billion, or $7.66 per share. Due to particularly light CAT losses last year, earnings are down 2% and up 1% per share from 2025. For the first nine months of the year, which is a more meaningful perspective, core operating income is a record $8.6 billion, or $21.94 per share, up 21% and 24.5%, respectively, from the prior year.

"Annualized core operating return on tangible equity is 21.6% and core operating ROE is 14.9%. Tangible book value per share is up 5.7% from the prior year. This was impacted by the mark-to-market due to higher interest rates. Adjusting for AOCI, tangible book value per share increased 15.4%.

"For the quarter, P&C underwriting income is $2.1 billion, which led to a combined ratio of 84.1%, and on a current accident year ex-CAT basis, our combined ratio is 82.6%, simply excellent. Year-to-date underwriting income of $5.8 billion is up nearly 34% from 2025.

"On the investment side of our business, adjusted net investment income is a record $1.9 billion, supported by rising interest rates and an excellent fixed-income investment environment, which we have been anticipating for some time, given government deficits and the capital investment cycle. On the alternative asset side, as publicly announced in the quarter, Strategic Holdings, our holding company partnership with KKR, agreed to sell our investment in USI Insurance Services to Aon, which is expected to result in a realized gain of $460 million on an investment of $740 million.

"While the market continues to grow more competitive in commercial P&C across the board, particularly in the U.S. and London, the substantial majority of our underwriting businesses grew in the quarter, with the balance flat or purposely shrinking due to inadequate pricing or terms.

"We are benefiting from our diversification. Overseas General grew 6.7%, with Latin America up 11.7%, Asia up 7.5% and Europe up about 7%. North America personal lines was up 5.3% and agriculture was up 5.1%. North America commercial was down 2.7%, impacted by a reduction in exposure, including increased use of reinsurance and underwriting related non-renewal actions, predominantly property and financial lines-related. I fully expect North America commercial growth to improve in future quarters.

"Our deep local presence and capabilities globally, our large and growing invested asset along with rising interest rates, and operating discipline provide us continued growth opportunities and sustainability of value creation. I am confident in our ability to continue to outperform and to generate strong growth in operating earnings and EPS and, most important, double-digit growth in tangible book value."

Operating highlights for the quarter ended September 30, 2026 were as follows:

Chubb Limited

Q3

Q3

(in millions of U.S. dollars except for percentages)

2026

2025

Change

Consolidated

Net premiums written (increase of 1.8% in constant dollars)

$

15,143

$

14,866

1.9 %

P&C

Net premiums written (increase of 1.6% in constant dollars)

$

13,183

$

12,934

1.9 %

Underwriting income

$

2,061

$

2,259

(8.8) %

Combined ratio

84.1 %

81.8 %

Current accident year underwriting income excluding catastrophe losses (CATs)

$

2,255

$

2,183

3.3 %

Current accident year combined ratio excluding CATs

82.6 %

82.5 %

Global P&C (excludes Agriculture)

Net premiums written (increase of 1.1% in constant dollars)

$

11,651

$

11,476

1.5 %

Underwriting income

$

1,894

$

2,079

(8.9) %

Combined ratio

83.4 %

81.0 %

Current accident year underwriting income excluding CATs

$

2,085

$

2,029

2.7 %

Current accident year combined ratio excluding CATs

81.8 %

81.6 %

Life Insurance

Net premiums written (increase of 3.7% in constant dollars)

$

1,960

$

1,932

1.4 %

Segment income (increase of 14.7% in constant dollars)

$

369

$

332

11.4 %

Consolidated net premiums earned increased 3.9%, or 4.0% in constant dollars. P&C net premiums earned increased 4.3%, or 4.0% in constant dollars.
Operating cash flow was $6.07 billion and adjusted operating cash flow was $5.55 billion. Both were records.
Total capital returned to shareholders in the quarter was $1.57 billion, comprising share repurchases of $1.18 billion at an average purchase price of $344.32 per share and dividends of $393 million. Total capital returned to shareholders for the nine months was $4.47 billion, comprising share repurchases of $3.30 billion at an average purchase price of $332.33 per share and dividends of $1.17 billion.

Details of financial results by business segment are available in the Chubb Limited Financial Supplement. Key segment items for the quarter ended September 30, 2026 are presented below:             

Chubb Limited

Q3

Q3

(in millions of U.S. dollars except for percentages)

2026

2025

Change

Total North America P&C Insurance

(Comprising NA Commercial P&C Insurance, NA Personal P&C Insurance and NA Agricultural Insurance)

Net premiums written

$

8,953

$

8,935

0.2 %

Combined ratio

81.3 %

79.2 %

Current accident year combined ratio excluding CATs

80.7 %

80.6 %

North America Commercial P&C Insurance

Net premiums written (increase of 1.7% excluding large account property including E&S and financial lines underwriting related exposure changes including additional reinsurance)

$

5,512

$

5,663

(2.7) %

Major accounts retail and excess and surplus (E&S) wholesale (increase of 1.2% excluding large account property including E&S and financial lines underwriting related exposure changes including additional reinsurance)

$

3,210

$

3,379

(5.0) %

Middle market and small commercial (with P&C lines up 2.6%, or up 4.0% excluding workers' compensation payroll-related premium adjustments (1), and financial lines down 5.9%, or up 1.8% adjusting for underwriting related exposure changes including additional reinsurance)

$

2,302

$

2,284

0.8 %

Combined ratio

86.3 %

81.5 %

Current accident year combined ratio excluding CATs

82.1 %

80.8 %

North America Personal P&C Insurance

Net premiums written

$

1,909

$

1,814

5.3 %

Combined ratio

60.3 %

65.1 %

Current accident year combined ratio excluding CATs

69.9 %

72.1 %

North America Agricultural Insurance

Net premiums written

$

1,532

$

1,458

5.1 %

Combined ratio

89.3 %

88.0 %

Current accident year combined ratio excluding CATs

89.0 %

89.7 %

Overseas General Insurance

Net premiums written (increase of 5.2% in constant dollars)

$

3,943

$

3,695

6.7 %

Commercial P&C

$

2,248

$

2,114

6.3 %

Consumer P&C

$

1,695

$

1,581

7.2 %

Combined ratio

86.4 %

83.3 %

Current accident year combined ratio excluding CATs

84.3 %

84.4 %

Global Reinsurance

Net premiums written

$

287

$

304

(5.6) %

Combined ratio

80.7 %

77.4 %

Current accident year combined ratio excluding CATs

78.7 %

75.6 %

Life Insurance

Net premiums written (increase of 3.7% in constant dollars)

$

1,960

$

1,932

1.4 %

Net premiums written and deposits (increase of 17.7% in constant dollars)

$

2,797

$

2,428

15.2 %

Segment income (increase of 14.7% in constant dollars)

$

369

$

332

11.4 %

(1) Relates to workers' compensation annual payroll-related audit premium adjustments which are made in the third quarter every year, as previously disclosed were significantly larger in 2025.

North America Commercial P&C Insurance: The combined ratio increased 4.8 percentage points, including a 3.1 percentage point increase from higher CATs, a 1.0 percentage point increase in the underlying loss ratio and a 0.3 percentage point increase in the underlying expense ratio with the acquisition ratio up, both driven by shift in mix of business, primarily due to reduction in property business.
North America Personal P&C Insurance: The combined ratio decreased 4.8 percentage points, including a 4.3 percentage point decrease from higher favorable prior period development (PPD) and a 2.2 percentage point decrease in the underlying loss ratio, partially offset by a 1.7 percentage point increase from higher CATs.
North America Agricultural Insurance: The combined ratio increased 1.3 percentage points, including a 1.9 percentage point increase from lower favorable PPD, partially offset by a 0.6 percentage point decrease in the underlying expense ratio.
Overseas General Insurance: The combined ratio increased 3.1 percentage points, including a 5.0 percentage point increase from higher CATs and a 1.0 percentage point increase in the underlying acquisition expense ratio, due to shift in the mix of business, offset by a 1.8 percentage point decrease from higher favorable PPD, and a 0.9 percentage point decrease in the underlying loss ratio.
Life Insurance: Net premiums written were $1.96 billion, up 1.4%, or 3.7% in constant dollars, with International Life of $1.60 billion, down 0.6%, or up 2.0% in constant dollars, reflecting an adverse impact of 8.8 percentage points in constant dollars, from a one-time large transaction in the prior year, and Chubb Benefits up 11.7%, or 12.1% in constant dollars. International life net premiums written and deposits collected were $2.44 billion, up 15.7%, or 18.6% in constant dollars. Life Segment income was $369 million, up 11.4%, or 14.7% in constant dollars, primarily reflecting growth in International Life of 7.0%, or 10.9% in constant dollars.

All comparisons are with the same period last year unless otherwise specifically stated.
Please refer to the Chubb Limited Financial Supplement, dated September 30, 2026, which is posted on Chubb's investor relations website, investors.chubb.com, in the Financials section for more detailed information on individual segment performance, together with additional disclosure on reinsurance recoverable, loss reserves, investment portfolio, and debt and capital.

Chubb Limited will hold its third quarter earnings conference call on Wednesday, October 21, 2026, at 8:30 a.m. Eastern. The earnings conference call will be available via live webcast at investors.chubb.com or by dialing 877-400-4403 (within the United States) or 332-251-2601 (international), passcode 1641662. Please refer to the Chubb website under Events and Presentations for details. A replay will be available after the call at the same location. To listen to the replay, click here to register and receive dial-in numbers.

In this release, business activity for, and the financial position of, Chubb acquisitions are reported at 100%, as required, except for core operating income, net income, book value, tangible book value, ROE, per share data, and certain other key metrics, which include only Chubb's ownership interest and exclude the non-controlling interest.

Segment income and core operating income for current and prior periods have been redefined to reflect the definition of segment income and core operating income adopted in Q3 2026, which excludes intangible amortization expenses related to purchased intangibles other than long-term distribution agreements. Refer to "Regulation G – Non-GAAP Financial Measures" below for more information.

About Chubb
Chubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb employs approximately 45,000 people worldwide. Additional information can be found at: www.chubb.com.

Regulation G – Non-GAAP Financial Measures

In presenting our results, we included and discussed certain non-GAAP measures. These non-GAAP measures, which may be defined differently by other companies, are important for an understanding of our overall results of operations and financial condition. However, they should not be viewed as a substitute for measures determined in accordance with generally accepted accounting principles (GAAP).

Throughout this document there are various measures presented on a constant-dollar basis (i.e., excludes the impact of foreign exchange). We believe it is useful to evaluate the trends in our results exclusive of the effect of fluctuations in exchange rates between the U.S. dollar and the currencies in which our international business is transacted, as these exchange rates could fluctuate significantly between periods and distort the analysis of trends. The impact is determined by assuming constant foreign exchange rates between periods by translating prior period results using the same local currency exchange rates as the comparable current period.

Adjusted net investment income is net investment income excluding the amortization of the fair value adjustment on acquired invested assets from certain acquisitions of nil in Q3 2026 and $1 million in Q3 2025, and including investment income of $97 million and $127 million in Q3 2026 and Q3 2025, from partially owned investment companies (private equity partnerships) where our ownership interest is in excess of 3% that are accounted for under the equity method. The amortization of the fair value adjustment on acquired invested assets was $3 million and $7 million for the nine months ended September 30, 2026 and 2025, and the investment income from private equity partnerships was $343 million and $349 million for the nine months ended September 30, 2026 and 2025. The mark-to-market movement on these private equity partnerships are included in adjusted net realized gains (losses) as described below. We believe this measure is meaningful as it highlights the underlying performance of our invested assets and portfolio management in support of our lines of business.

Adjusted net realized gains (losses), net of tax, includes net realized gains (losses) and net realized gains (losses) recorded in other income (expense) related to unconsolidated subsidiaries, and excludes realized gains and losses on crop derivatives and realized gains and losses on underlying investments supporting the liabilities of certain participating policies related to the policyholders' share of gains and losses. The crop derivatives were purchased to provide economic benefit, in a manner similar to reinsurance protection, in the event that a significant decline in commodity pricing impacts underwriting results. We view gains and losses on these derivatives as part of the results of our underwriting operations, and therefore realized gains (losses) from these derivatives are reclassified to adjusted losses and loss expenses. The realized gains and losses on underlying investments supporting the liabilities of certain participating policies have been reclassified from net realized gains (losses) to adjusted policy benefits. We believe this better reflects the economics of the liabilities and the underlying investments supporting those liabilities.

P&C underwriting income (loss) excludes the Life Insurance segment and is calculated by subtracting adjusted losses and loss expenses, adjusted policy benefits, policy acquisition costs and administrative expenses from net premiums earned. We use underwriting income (loss) and operating ratios to monitor the results of our operations without the impact of certain factors, including net investment income, other income (expense), interest expense, amortization expense of purchased intangibles, integration expenses and severance, amortization of fair value adjustments of acquired invested assets and long-term debt, income tax expense, adjusted net realized gains (losses), and market risk benefits gains (losses).

P&C current accident year underwriting income excluding catastrophe losses is P&C underwriting income adjusted to exclude P&C catastrophe losses and prior period development (PPD). We believe it is useful to exclude catastrophe losses, as they are not predictable as to timing and amount, and PPD as these unexpected loss developments on historical reserves are not indicative of our current underwriting performance. We believe the use of these measures enhances the understanding of our results of operations by highlighting the underlying profitability of our insurance business. References in this release to "current accident year" or "underlying" metrics exclude catastrophe losses and prior period development, unless stated otherwise.

Core operating income relates only to Chubb income, which excludes noncontrolling interests. It excludes from Chubb net income the after-tax impact of adjusted net realized gains (losses), market risk benefits gains (losses), amortization of fair value adjustments, and other items described in this paragraph. We believe this presentation enhances the understanding of our results of operations by highlighting the underlying profitability of our insurance business. We exclude adjusted net realized gains (losses) and market risk benefits gains (losses) because the amount of these gains (losses) is heavily influenced by, and fluctuates in part according to, the availability of market opportunities. In addition, we believe that amortization of certain fair value adjustments arising from the application of acquisition method accounting to acquired businesses does not represent the associated true economic costs and also affects comparability of our operating results to peers. We therefore exclude amortization of fair value adjustments, which includes amortization expenses of fair value adjustments on purchased invested assets, long-term debt, and certain intangible assets acquired through business combinations (primarily agency distribution relationships and renewal rights); in contrast, amortization expenses associated with value of business acquired (VOBA) and unearned premium reserves (UPR) intangible assets are included in core operating income as they are generally comparable to underwriting expenses recognized by peers. We also exclude integration expenses, including legal and professional fees and all other costs directly related to acquisition integration activities, as well as severance expenses associated with transformation initiatives to enhance operational efficiency. These costs, as well as the amortization of fair value adjustments on purchased invested assets, long-term debt, and certain intangible assets acquired through business combinations, are not related to the ongoing activities of the individual segments and are therefore included in Corporate and excluded from our definition of segment income. We believe these integration expenses and severance are not indicative of our underlying profitability, and excluding these integration expenses and severance facilitates the comparison of our financial results to our historical operating results. Additionally, we exclude the amortization of the deferred tax asset related to the tax benefit from the Bermuda Economic Transition Adjustment, which we believe provides investors with a better view of our operating performance, enhances the understanding of the trends in the underlying business, improves comparability between periods and provides increased transparency. References to core operating income measures mean net of tax, whether or not noted.

Core operating return on equity (ROE) and Core operating return on tangible equity (ROTE) are annualized non-GAAP financial measures. The numerator includes core operating income (loss), net of tax. The denominator includes the average Chubb shareholders' equity for the period adjusted to exclude unrealized gains (losses) on investments, current discount rate on future policy benefits (FPB), and instrument-specific credit risk on market risk benefits (MRB), all net of tax and attributable to Chubb. For the ROTE calculation, the denominator is also adjusted to exclude Chubb goodwill and other intangible assets, net of tax. These measures enhance the understanding of the return on shareholders' equity by highlighting the underlying profitability relative to shareholders' equity and tangible equity excluding the effect of these items as these are heavily influenced by changes in market conditions. We believe ROTE is meaningful because it measures the performance of our operations without the impact of goodwill and other intangible assets.

P&C combined ratio is the sum of the loss and loss expense ratio, acquisition cost ratio and the administrative expense ratio excluding the life business and including the realized gains and losses on the crop derivatives, as noted above.

P&C current accident year combined ratio excluding catastrophe losses excludes the impact of P&C catastrophe losses and PPD from the P&C combined ratio. We believe this measure provides a useful evaluation of our underwriting performance and enhances the understanding of the trends in our P&C business that may be obscured by these items.

Global P&C performance metrics comprise consolidated operating results (including corporate) and exclude the operating results of Chubb's Life Insurance and North America Agricultural Insurance segments. The agriculture insurance business is a different business in that it is a public sector and private sector partnership in which insurance rates, premium growth, and risk-sharing is not market-driven like the remainder of Chubb's P&C insurance business. We believe that these measures are useful and meaningful to investors as they are used by management to assess Chubb's global P&C operations which are the most economically similar. We exclude the North America Agricultural Insurance and Life Insurance segments because the results of these businesses do not always correlate with the results of our global P&C operations.

Tangible book value per common share is Chubb shareholders' equity less Chubb goodwill and other intangible assets, net of tax, divided by the shares outstanding. We believe that goodwill and other intangible assets are not indicative of our underlying insurance results or trends and make book value comparisons to less acquisitive peer companies less meaningful.

Book value per share and tangible book value per share excluding accumulated other comprehensive income (loss) (AOCI), excludes AOCI from the numerator because it eliminates the effect of items that can fluctuate significantly from period to period, primarily based on changes in interest rates and foreign currency movement, to highlight underlying growth in book and tangible book value.

Adjusted operating cash flow is Operating cash flow excluding the operating cash flow related to the net investing activities of Huatai's asset management companies as it relates to the Consolidated Investment Products as required under consolidation accounting. Because these entities are investment companies, we are required to retain the investment company presentation in our consolidated results, which means we include the net investing activities of these entities in our operating cash flows. Chubb has elected to remove the impact of net investing activities of consolidated investment companies from our operating cash flow as they may distort a reader's analysis of our underlying operating cash flow related to the core insurance company operations. These net investing activities are more appropriately classified outside of operating cash flows, consistent with our consolidated investing activities. Accordingly, we believe that it is appropriate to adjust operating cash flow for the impact of consolidated investment products.

Life Insurance and International life insurance net premiums written and deposits collected includes deposits collected on universal life and investment contracts (life deposits). Life deposits are not reflected as revenues in our consolidated statements of operations in accordance with U.S. GAAP. However, we include life deposits in presenting growth in our life insurance business because life deposits are an important component of production and key to our efforts to grow our business.

See the reconciliation of Non-GAAP Financial Measures on pages 27-33 in the Financial Supplement. These measures should not be viewed as a substitute for measures determined in accordance with GAAP, including premium, net income, book value, return on equity, and net investment income.

NM – not meaningful comparison

Cautionary Statement Regarding Forward-Looking Statements: 
Forward-looking statements made in this press release, such as those related to company performance, pricing, growth opportunities, economic and market conditions, and our expectations and intentions and other statements that are not historical facts, reflect our current views with respect to future events and financial performance and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks and uncertainties that could cause actual results to differ materially, including without limitation, the following: competition, pricing and policy term trends, the levels of new and renewal business achieved, the frequency and severity of unpredictable catastrophic events, actual loss experience, uncertainties in the reserving or settlement process, integration activities and performance of acquired companies, loss of key employees or disruptions to our operations, new theories of liability, judicial, legislative, regulatory and other governmental developments, litigation tactics and developments, investigation developments and actual settlement terms, the amount and timing of reinsurance recoverable, credit developments among reinsurers, rating agency action, possible terrorism or the outbreak and effects of war, economic, political, regulatory, insurance and reinsurance business conditions, potential strategic opportunities including acquisitions and our ability to achieve them, as well as management's response to these factors, and other factors identified in our filings with the Securities and Exchange Commission (SEC). Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the dates on which they are made. We undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise.

Chubb Limited

Summary Consolidated Balance Sheets

(in millions of U.S. dollars, except per share data)

(Unaudited)

September 30

2026

December 31
2025

Assets

Investments

$

172,507

$

168,720

Cash and restricted cash

3,010

2,470

Total invested assets

175,517

171,190

Insurance and reinsurance balances receivable

18,188

15,944

Reinsurance recoverable on losses and loss expenses

20,611

20,338

Goodwill and other intangible assets ($26,021 and $25,775 represents
Chubb portion as of 9/30/2026 and 12/31/2025, respectively)

26,665

26,448

Other assets

42,528

38,407

Total assets

$

283,509

$

272,327

Liabilities

Unpaid losses and loss expenses

$

91,829

$

88,018

Unearned premiums

28,608

26,279

Other liabilities

84,560

78,251

Total liabilities

204,997

192,548

Shareholders' equity

Chubb shareholders' equity, excl. AOCI

82,710

78,732

Accumulated other comprehensive income (loss) (AOCI)

(9,483)

(4,975)

Chubb shareholders' equity

73,227

73,757

Noncontrolling interests

5,285

6,022

Total shareholders' equity

78,512

79,779

Total liabilities and shareholders' equity

$

283,509

$

272,327

Book value per common share

$

191.43

$

188.59

Tangible book value per common share

$

126.96

$

126.22

Book value per common share, excl. AOCI

$

216.22

$

201.31

Tangible book value per common share, excl. AOCI

$

150.70

$

136.91

Chubb Limited

Summary Consolidated Financial Data

(in millions of U.S. dollars, except share, per share data, and ratios)

(Unaudited)

Three Months Ended

Nine Months Ended

September 30

September 30

2026

2025

2026

2025

Gross premiums written

$

18,359

$

18,069

$

52,857

$

50,450

Net premiums written

15,143

14,866

43,853

41,708

Net premiums earned

14,924

14,359

42,270

39,484

Losses and loss expenses

7,526

6,951

20,348

20,419

Policy benefits

1,477

1,372

4,877

4,005

Policy acquisition costs

2,739

2,563

7,967

7,291

Administrative expenses

1,126

1,138

3,443

3,343

Net investment income

1,791

1,648

5,260

4,777

Net realized gains (losses)

(455)

283

(700)

327

Market risk benefits gains (losses)

(65)

(142)

(46)

(251)

Interest expense

204

197

602

559

Other income (expense):

Gains (losses) from separate account assets

(24)

(9)

27

(31)

Other

388

52

694

812

Amortization of purchased intangibles

74

75

221

224

Integration expenses and severance

11

1

28

3

Income tax expense

666

787

2,054

1,825

Net income

$

2,736

$

3,107

$

7,965

$

7,449

Less: NCI income (loss)

(108)

306

(53)

349

Chubb net income

$

2,844

$

2,801

$

8,018

$

7,100

Diluted earnings per share:

Chubb net income

$

7.30

$

6.99

$

20.46

$

17.61

Core operating income

$

7.66

$

7.60

$

21.94

$

17.62

Weighted average shares outstanding

389.4

400.9

391.8

403.2

P&C combined ratio

Loss and loss expense ratio

58.7 %

56.7 %

57.1 %

60.8 %

Policy acquisition cost ratio

18.3 %

17.7 %

19.1 %

18.5 %

Administrative expense ratio

7.1 %

7.4 %

7.8 %

8.0 %

P&C combined ratio

84.1 %

81.8 %

84.0 %

87.3 %

P&C underwriting income

$

2,061

$

2,259

$

5,790

$

4,331

SOURCE Chubb Limited

Agree Realty (ADC - Free Report) came out with quarterly funds from operations (FFO) of $1.15 per share, beating the Zacks Consensus Estimate of $1.14 per share. This compares to FFO of $1.1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an FFO surprise of +0.88%. A quarter ago, it was expected that this real estate investment trust would post FFO of $1.13 per share when it actually produced FFO of $1.14, delivering a surprise of +0.88%.

Over the last four quarters, the company has surpassed consensus FFO estimates four times.

Agree Realty, which belongs to the Zacks REIT and Equity Trust - Retail industry, posted revenues of $213.88 million for the quarter ended September 2026, surpassing the Zacks Consensus Estimate by 1.33%. This compares to year-ago revenues of $183.22 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future FFO expectations will mostly depend on management's commentary on the earnings call.

Agree Realty shares have lost about 8.6% since the beginning of the year versus the S&P 500's gain of 12.4%.

What's Next for Agree Realty?While Agree Realty has underperformed 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 FFO outlook. Not only does this include current consensus FFO 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 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 estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Agree Realty 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 FFO estimate is $1.16 on $216.85 million in revenues for the coming quarter and $4.56 on $833.97 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, REIT and Equity Trust - Retail is currently in the top 41% 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.

Simon Property (SPG - Free Report) , another stock in the same industry, has yet to report results for the quarter ended September 2026. The results are expected to be released on November 5.

This shopping mall real estate investment trust is expected to post quarterly earnings of $3.32 per share in its upcoming report, which represents a year-over-year change of +3.1%. The consensus EPS estimate for the quarter has been revised 0% lower over the last 30 days to the current level.

Simon Property's revenues are expected to be $1.73 billion, up 8% from the year-ago quarter.

2026 Third Quarter Conference Call Scheduled for November 5, 2026  | Source: Interparfums, Inc.

NEW YORK, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Interparfums, Inc. (NASDAQ GS: IPAR) (“Interparfums” or the “Company”) today announced net sales for three and nine months ended September 30, 2026.

Net Sales
($ in millions)Three Months EndedNine Months EndedSeptember 30,September 30, 2026  2025 % Change  2026  2025 % Change Total Interparfums, Inc. $430  $430 flat  $1,115  $1,102 +1% European based net sales $306  $295 +4%  $789  $784 +1% United States based net sales $127  $137 (7%)  $336  $327 +3% Eliminations of intercompany sales ($4)  ($3) n/a  ($10)  ($9) n/a The average dollar/euro exchange rate for the 2026 third quarter was 1.15 compared to 1.17 in the 2025 third quarter, leading to a 0.4% foreign exchange loss. For the first nine months, the average dollar/euro exchange rate was 1.16 compared to 1.12 in the first nine months of 2025, leading to a 1.5% foreign exchange gain.Data may not foot due to rounding.
Management Commentary:
Jean Madar, Chairman & Chief Executive Officer of Interparfums, stated, “Consolidated sales held stable at $430 million in the 2026 third quarter compared to the prior year period, producing year-to-date sales growth of 1%. Sales by European based operations were especially strong, which helped to offset weaker performance by United States based operations following an exceptional period of growth in the second quarter of 2026. The ongoing war in the Middle East represented a headwind of 1% in the third quarter and 2% for the first nine months.

“Our global brand portfolio and diverse fragrances enable us to reach a wide range of consumers and pursue multiple avenues for growth, with strength across key brands and markets helping to offset softer demand elsewhere. We are aligning our product offerings and commercial strategies with evolving consumer preferences. We are investing in our future with expanded partnerships and new exclusive license agreements, while preparing for a promising 2026 holiday season and an exciting 2027, driven by a series of blockbuster launches and new brand additions.”

European Based Operations
Mr. Madar continued, “Sales from our European based operations rose 4% in the 2026 third quarter, reflecting organic growth of 3% and a 1% contribution from new brands, partially offset by a 1% foreign exchange headwind.

“Coach fragrances have delivered outstanding performance so far in 2026, with sales rising by 23% and 15% during the third quarter and first nine months of 2026, respectively. The brand continues to benefit from its immense popularity in the United States, the strength of the established women’s and men’s lines, and the success of the two new line extensions launched earlier this year.”

“Montblanc fragrance sales returned to growth, increasing 12% in the third quarter after flat second quarter sales, producing 8% growth for the first nine months of 2026, driven by the success of Montblanc Legend Elixir and Montblanc Explorer Infinite, launched in the first and third quarters, respectively.

“Jimmy Choo fragrance sales rose 1% in the third quarter, leading to 5% growth in the first nine months of 2026. The brand’s sustained performance was driven by the continued success of the I Want Choo and Jimmy Choo Man franchises, supported by several line extensions launched over the past twelve months, including I Want Choo Midnight, which launched in the third quarter.

“Lacoste fragrance sales returned to growth in the third quarter, rising 4%, driven by Original Intense, the newest women’s launch in the Original franchise. This improvement followed a challenging first half of 2026, which reflected a strong prior-year comparison due to strong innovation and softer conditions in Eastern Europe, where the brand has a strong presence. While year-to-date sales declined 9%, the third-quarter performance is encouraging as we look ahead to major developments planned for 2027 and beyond.”

United States Based Operations
Mr. Madar continued, “Sales by our United States based operations decreased by 7% during the 2026 third quarter, driven largely by supply chain disruptions that resulted in the delayed shipment of giftsets for select brands. These delays represented approximately $10 million in sales, which will now be recognized in the fourth quarter. Excluding this impact, sales would have been flat. Year-to-date sales grew 3%, driven by 2% organic growth and a favorable foreign exchange impact of 1%. Excluding the impact of the delayed giftset shipments, sales would have increased 6%.

“Fragrance sales of GUESS, our largest United States based brand, rose by 3% and 7% during the third quarter and first nine months of 2026, respectively. Growth was driven by the continuing success of the Iconic franchise which was enhanced by the launches of two new extensions earlier this year, as well as extensions launched for the Amore and Seductive franchises.

“Donna Karan/DKNY fragrance sales declined 9% during the third quarter following double digit growth in the second quarter of 2026. The third quarter sales decline was driven by innovation phasing and giftset shipment delays. Brand sales grew 4% in the first nine months of the year.

“Ferragamo fragrance sales declined 22% in the third quarter due to innovation phasing but were only down 2% on a year-to-date basis. The brand was impacted by challenging market conditions in Europe, which is the core region for the brand.

“Roberto Cavalli fragrance sales increased 4% and 6% during the third quarter and first nine months of 2026, respectively, despite a difficult macro-economic environment in the Middle East, the brand’s largest market, and exceptionally high prior year growth comparisons. The brand’s growth this year has been driven by the enduring popularity of last year’s blockbuster Serpentine launch, as well as brand extensions released earlier in 2026, and the partnership with Kiko Milano.”

Mr. Madar concluded, “While some aspects of the market environment remain challenging, we are encouraged by the trajectory of our business and maintain a measured but positive outlook for the balance of the year, 2027 and beyond.”

2026 Third Quarter Results and Conference Call Details
The Company will issue financial results for the three and nine months ended September 30, 2026, on Wednesday, November 4, 2026, after the close of the stock market. Management will host a conference call to discuss financial results and business operations beginning at 11:00 am ET on Thursday, November 5, 2026.

Interested parties may participate in the live call by dialing:

U.S. / Toll-free:        (877) 423-9820
International:           (201) 493-6749

Participants are asked to dial-in approximately 10 minutes before the conference call is scheduled to begin.

A live audio webcast will also be available in the “Events” tab within the Investor Relations section of the Company’s website at www.interparfumsinc.com, or by clicking here. The conference call will be available for webcast replay for approximately 90 days following the live event.

About Interparfums, Inc.:

Operating in the global fragrance business since 1982, Interparfums, Inc. produces and distributes a wide array of prestige fragrance and fragrance related products under license and other agreements with brand owners. The Company manages its business in two operating segments, European based operations, through its 72% owned subsidiary, Interparfums SA, and United States based operations, through wholly owned subsidiaries in the United States and Italy.

Our licensed portfolio of prestige brands includes Abercrombie & Fitch, Anna Sui, Boucheron, Coach, Donna Karan/DKNY, Emanuel Ungaro, Ferragamo, Graff, GUESS, Hollister, Jimmy Choo, Karl Lagerfeld, Kate Spade, Lacoste, Longchamp, MCM, Moncler, Montblanc, Oscar de la Renta, Puma, Roberto Cavalli, and Van Cleef & Arpels, whose products are distributed in over 120 countries around the world through an extensive and diverse network of distributors. Interparfums, Inc. is also the registered owner of several trademarks including Annick Goutal, Lanvin, Off-White, Rochas, and Solférino.

Forward-Looking Statements:
Statements in this release which are not historical in nature are forward-looking statements. Although we believe that our plans, intentions, and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such plans, intentions, or expectations will be achieved. In some cases, you can identify forward-looking statements by forward-looking words such as "anticipate,” "believe", "could", "estimate", "expect", "intend", "may", "should", "will", and "would" or similar words. You should not rely on forward-looking statements, because actual events or results may differ materially from those indicated by these forward-looking statements as a result of a number of important factors. These factors include, but are not limited to, the risks and uncertainties discussed under the headings “Forward Looking Statements” and "Risk Factors" in Interparfums' annual report on Form 10-K for the fiscal year ended December 31, 2025, and the reports Interparfums files from time to time with the Securities and Exchange Commission. Interparfums does not intend to and undertakes no duty to update the information contained in this press release.

Contact Information:

Interparfums, Inc.        or           The Equity Group Inc.
Michel Atwood                           Devin Sullivan: (212) 836-9608 / [email protected]
Chief Financial Officer               Conor Rodriguez: (212) 836-9628 / [email protected]
(212) 983-2640                          www.theequitygroup.com
www.interparfumsinc.com

NEW YORK, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Neogen Corporation (“Neogen” or the “Company”) (NASDAQ: NEOG). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Neogen 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 September 29, 2026, the U.S. Food and Drug Administration (“FDA”) announced that it had issued a warning letter to Neogen “following an investigation that linked a veterinary wound care product labeled as sterile, Neogen Vet HYCOAT (hyaluronate sodium sterile solution), to serious infections and deaths in horses.” The FDA said that “[t]his incident involved at least 20 horse deaths, making it the largest number of horse deaths ever associated with a quality defect in an FDA-regulated veterinary medical product and the most deaths of any animal species linked to microbiological contamination of an FDA-regulated product labeled as sterile” and further stated that “Neogen initiated a voluntary recall of HYCOAT in late January 2026.” 

On this news, Neogen’s stock price fell $0.99 per share, or 7.22%, to close at $12.73 per share on September 29, 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.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

 | Source: Bank OZK

LITTLE ROCK, Ark., Oct. 20, 2026 (GLOBE NEWSWIRE) -- Bank OZK (the “Bank”) (Nasdaq: OZK) today announced that net income available to common stockholders for the third quarter of 2026 was $164.3 million, a decrease of 9.0% from $180.5 million for the third quarter of 2025, but an increase of 0.6% from $163.3 million for the second quarter of 2026. For the first nine months of 2026, net income available to common stockholders was $487.0 million, a 7.7% decrease from $527.4 million for the first nine months of 2025. Diluted earnings per common share (“EPS”) for the third quarter of 2026 were $1.50, a decrease of 5.7% from $1.59 for the third quarter of 2025, but an increase of 0.7% from $1.49 for the second quarter of 2026. EPS for the first nine months of 2026 were $4.43, a 4.5% decrease from $4.64 for the first nine months of 2025.

George Gleason, Chairman and Chief Executive Officer, stated, “We are pleased to report our solid financial results for the quarter including net income available to common stockholders of $164.3 million; EPS of $1.50; an annualized return on average assets of 1.55%; a net interest margin of 4.24%; an efficiency ratio of 39.9%; and record levels of total assets, loans and deposits. We continued to make significant progress on numerous strategic initiatives.  We believe we are well-positioned for the future."

MANAGEMENT COMMENTS, FINANCIAL SUPPLEMENT AND CONFERENCE CALL

In connection with this release, the Bank released its management comments on its quarterly results and a financial supplement, which are available at the Bank's investor relations website.

Management will conduct a conference call to take questions at 7:30 a.m. CT (8:30 a.m. ET) on Wednesday, October 21, 2026. Interested parties may access the conference call live via webcast on the Bank’s investor relations website, or may participate via telephone by registering using this online form. Upon registration, all telephone participants will receive the dial-in number along with a unique PIN number that can be used to access the call. A replay of the conference call webcast will be archived on the Bank’s website for at least 30 days.

GENERAL INFORMATION

Bank OZK (Nasdaq: OZK) is a regional bank providing innovative financial solutions delivered by expert bankers with a relentless pursuit of excellence. Established in 1903, Bank OZK conducts banking operations in 268 offices in nine states including Arkansas, Georgia, Florida, Texas, North Carolina, Tennessee, New York, California and Mississippi and had $43.2 billion in total assets as of September 30, 2026. For more information, visit ozk.com.

The Bank files annual, quarterly and current reports, proxy materials, and other information required by the Securities Exchange Act of 1934 with the Federal Deposit Insurance Corporation (“FDIC”), copies of which are available electronically at the FDIC’s website and are also available on the Bank’s investor relations website at ir.ozk.com. Use this online form to receive automated email notifications for these materials.

FORWARD-LOOKING STATEMENTS

This press release and other communications by the Bank and its management may include certain statements that constitute “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. These statements can be identified by the fact that they do not relate strictly to historical or current facts. Forward-looking statements often use words such as “anticipates,” “targets,” “expects,” “hopes,” “estimates,” “intends,” “plans,” “goals,” “believes,” "feels," “continue” and other similar expressions or future or conditional verbs such as “will,” “may,” “might,” “should,” “would” and “could.” Forward-looking statements represent the Bank’s current expectations, plans or forecasts of its future results, revenues, liquidity, net interest income, provision for credit losses, expenses, efficiency ratio, capital measures, strategy, deposits, assets, and future business and economic conditions more generally, and other future matters. These statements are not guarantees of future results or performance and involve certain known and unknown risks, uncertainties and assumptions that are difficult to predict and are often beyond the Bank’s control. Actual outcomes and results may differ materially from those expressed in, or implied by, any of these forward-looking statements.

Investor Contact:Jay Staley (501) 906-7842Media Contact:Michelle Rossow (501) 906-3922

NEW YORK, Oct. 20, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP is investigating claims on behalf of investors of Concentrix Corporation (“Concentrix” or the “Company”) (NASDAQ: CNXC).  Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.

The investigation concerns whether Concentrix 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 June 29, 2026, Concentrix reported its financial results for the second quarter of its 2026 fiscal year.  Among other items, Concentrix reduced its revenue and adjusted earnings forecasts, citing faster offshoring and customer spending reductions. 

On this news, Concentrix’s stock price fell $2.82 per share, or 11.18%, to close at $22.41 per share on 30, 2026. 

Then, on September 29, 2026, Concentrix again lowered its revenue outlook and disclosed a $1.05 billion noncash goodwill impairment, primarily attributed to its stock’s trading range and market capitalization. Together with its fiscal 2025 impairment, the charges totaled approximately $2.57 billion.

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.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980