BitMine minulý týden přidala do bilance Ethereum za téměř 43 milionů USD a drží přes 5,7 milionu ETH v hodnotě kolem 9 miliard USD. Strategy naopak minulý týden Bitcoin nepřikoupila.
In brief BitMine added another $43 million in Ethereum to its balance sheet last week, despite falling prices. The firm now holds more than 5.7 million ETH valued around $9 billion. As BitMine continued its consistent purchases, top Bitcoin treasury firm Strategy did not add to its holdings last week. Leading Ethereum treasury firm BitMine Immersion Technologies stayed consistent in the face of declining crypto prices last week, adding nearly $43 million in ETH to its stash even while top Bitcoin treasury company Strategy opted against accumulating BTC.
The firm now holds more than 5.7 million ETH, valued around $9 billion. It also holds around 206 Bitcoin, worth $12.3 million.
“This past week was a challenging one for crypto investors as ETH fell by 8%, even as Ethereum witnessed notable positive developments such as the creation of Ethlabs, and even the Bank of England softened its stance around stablecoins,” said BitMine Chairman Tom Lee in a statement. (Disclaimer: Lee is an investor in Decrypt parent company, Dastan).
Ethlabs, a new nonprofit research and development lab dedicated to championing the future of the Ethereum network and its native asset, is financially backed by BitMine and competing treasury firm Sharplink.
Lee maintained that crypto's future looks bright, and said the firm “remains focused on the longer-term horizon,” highlighting tailwinds like agentic payments and institutional adoption of crypto rails.
“We are nearing quarter-end for June, and it is not surprising to see 'window dressing' leading to investors reducing their holdings in assets which have fallen in the past three months,” he said.
The firm’s primary treasury asset, ETH, has now fallen 22% in the last month of trading, recently trading hands at $1,567. At that mark, ETH is now 68% off its all-time high of $4,946.
Bitcoin has performed marginally better, dipping 19% in the last month of trading and more than 52% from its all-time high of $126,080, changing hands on Monday at $59,324.
As its primary treasury vehicle slides, so too have shares in BitMine (BMNR). The firm’s stock has fallen nearly 17% in the last five trading days and more than 31% in the last month of trading, recently trading at $13.21—down about 2.6% so far Monday.
Shares are now down more than 91% from a 52-week high of $161 established shortly after the firm adopted its Ethereum treasury strategy last June.
That crypto-amassing model was pioneered by Bitcoin giant Strategy and its co-founder and Executive Chairman Michael Saylor, who started aggressively accumulating BTC in 2020. While the firm had aggressively and consistently added BTC on a nearly weekly basis in recent years, it did not add to its holdings last week amid scrutiny of its preferred equity offering, STRC, which fell to new lows on Friday.
Instead, the firm approved plans to sell up to $1.25 billion worth of Bitcoin to build up its cash reserves to fuel dividend payments.
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The Cardano ecosystem recorded several major developments over the past week. Most notably, the launch of the Leios public testnet led activity. There were also upcoming decentralized finance (DeFi) initiatives, renewed ecosystem funding, and an application-level security incident involving the SecondFi wallet.
Here’s what happened in the Cardano ecosystem in the last week:
Leios Public Testnet Goes LiveCardano officially launched the public testnet for Leios, its next-generation scaling protocol, on June 23. Named Musashi Dojo after the legendary samurai Miyamoto Musashi, the testnet marks one of the network’s most known technical milestones in years. Moreover, the upgrade is seen as a major boost to Cardano’s transaction throughput by up to 65X. A mainnet hard fork is targeted for November 2026.
The rollout is structured into five phases: Earth, Water, Fire, Wind, and Void. These will progressively test the protocol from initial design validation to adversarial testing before mainnet deployment. As a result, the testnet allows stake pool operators (SPOs) to deploy Leios-enabled block producers. Developers can also begin testing decentralized applications (DApps), wallets, and infrastructure ahead of the upgrade.
RealFi Testnet Set for July LaunchInput Output Global (IOG) also announced that Phase 1 of its RealFi testnet will launch on July 6.
The project aims to improve capital efficiency by enabling stablecoins to generate yield instead of remaining idle. The initiative represents IOG’s latest effort to expand decentralized finance (DeFi) use cases within the Cardano ecosystem.
Big news: the RealFi Phase 1 Testnet goes live on 6 July. 🚀
This is our first public step toward next-generation stablecoin infrastructure on Cardano – and a direct response to a problem we've been vocal about:
Crypto's clearest success story has scaled as money. But not as… pic.twitter.com/uQe68ds6iM
— RealFi (@realfi_co) June 24, 2026 Project Catalyst Returns with 2 Million ADACardano’s community funding program, Project Catalyst, will return in August with a 2 million ADA grant pool.
A new Catalyst pilot fund will start in August 2026, with a total grant pool of 2M $ADA.
We look forward to working with the community and supporting the Cardano builders. More details soon.
Read the announcement on the Forum and share your thoughts.https://t.co/MbM7xZ7IKc
— Project Catalyst (@Catalyst_onX) June 26, 2026 The upcoming funding round will prioritize projects building around technologies such as Pyth, Brale, stablecoins, programmable tokens, and on-chain identity. This will provide fresh capital for developers and ecosystem builders.
AlphaGrowth Proposes Treasury-Funded DeFi InitiativeMeanwhile, AlphaGrowth unveiled PRIME, a proposal with a vision to accelerate DeFi adoption on Cardano.
1/11
Cardano DeFi is ready for prime time.
Today we’re introducing PRIME:
a 12-month AlphaGrowth-run program to help Cardano attract liquidity, deepen DeFi usage, and become a first-class destination for capital. pic.twitter.com/nJ11h3jQWr
— alphagrowth (@alphagrowth1) June 22, 2026 The firm plans to request 120 million ADA from the Cardano treasury to fund the initiative. It is also showcasing its previous work with major blockchain ecosystems including Compound, Uniswap, and Arbitrum. Notably, it says it helped support more than $1 billion in total value locked (TVL).
SecondFi Exploit Prompts Security ReminderThe week also saw a security incident involving SecondFi, formerly known as the Yoroi wallet. A vulnerability reportedly resulted in the theft of approximately 16 million ADA.
SecondFi stated that affected users will be fully compensated and advised users to follow updates through its official channels.
Addressing concerns, Cardano founder Charles Hoskinson emphasized that the blockchain itself was not compromised. He stated that Cardano’s protocol, cryptography, and core infrastructure remain secure.
He described the exploit as an isolated application-level issue rather than a network-wide vulnerability.
Cardano’s native token ADA traded at $0.1439, declining 0.8% over the past 24 hours despite a series of ecosystem developments.
Story Ends Here
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Cardano Foundation vyzvala SPOs, aby při governance hlasování hlasovali explicitně a nenechávali systém na auto-abstain. Podle ní i zdržení ovlivňuje výsledky hlasování.
The Cardano Foundation is telling Stake Pool Operators they need to actually show up and vote. Not just let the system auto-abstain on their behalf, but deliberately choose Yes, No, or Abstain on governance actions, even if abstaining is what they planned to do anyway.
It might sound like a distinction without a difference. It’s not. An explicit abstain vote signals that an SPO reviewed the proposal and made a conscious decision. Auto-abstain means they didn’t bother looking. In a governance system built on transparency and accountability, the gap between those two is enormous.
Why manual votes matter in Voltaire-era governance Cardano’s governance structure, part of its Voltaire era, splits decision-making power across three groups: Stake Pool Operators, Delegated Representatives (DReps), and the Constitutional Committee (CC). Most governance actions require at least two of these three groups to approve them, with SPO votes often needing a minimum of 51% approval for certain action types.
The Foundation itself has committed to voting on all governance actions and publishing public rationales for each decision. To help SPOs and other participants navigate what can be a confusing process, the Foundation released 14 flowcharts in July 2025. These tools break down the various governance action types and clarify the responsibilities of each voting group.
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The push for active voting also ties into the Foundation’s broader strategy of reducing its own outsized influence. In early 2026, the Foundation adjusted its delegation strategies by cutting back on passive holdings, a move designed to encourage others to step into more active governance roles.
The treasury vote that proved governance is real A treasury withdrawal proposal requesting approximately 7.8 million ADA, roughly $2 million, to fund the Cardano Summit 2026 went to a community vote. It needed 66.67% DRep support to pass. It got 65.21%. The proposal failed by less than 1.5 percentage points, and the Summit, which had been scheduled for early June 2026, was cancelled as a result.
The Foundation’s role in that vote is worth noting. Rather than casting its own vote, it abstained specifically to avoid exerting undue influence on the outcome.
The failed vote also illustrates why the Foundation is now pushing SPOs to participate actively. Every abstention, whether deliberate or by default, affects the math. When governance actions live or die by fractions of a percentage point, passive non-participation isn’t neutral. It’s consequential.
The bigger picture: decentralization gets uncomfortable The three-body governance model, with SPOs, DReps, and the CC each holding distinct roles, is designed to prevent any single faction from dominating. Cardano’s high approval thresholds, requiring a two-thirds supermajority for treasury actions, create a natural check against unrestrained spending.
The Foundation’s insistence on public rationales for every vote adds another layer of accountability. When voters have to explain their reasoning on-chain, it becomes much harder to engage in performative governance or vote trading without scrutiny.
Notably, ADA’s price showed no significant immediate reaction to the failed treasury vote. Governance participation rates and voting patterns are becoming metrics worth tracking for anyone evaluating Cardano’s fundamental health, not just its token price.
The Foundation’s call for SPOs to vote explicitly rather than auto-abstain is, at its core, a recognition that decentralized governance only works if people actually govern.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
USDT v Indii vyskočil na prémii přes 8,5 % poté, co zásah Enforcement Directorate omezil nabídku stablecoinu. Trh tak čelí výraznému nedostatku likvidity.
Local traders in India are now paying more than eight and a half percent extra for Tether’s USDT, a sharp dislocation from the typical 3% to 4% premium. The sudden jump points to a genuine supply shock rather than routine market noise. According to the market update citing The Economic Times, USDT was quoted at INR 102.88 on Saturday, while the dollar-rupee official closing rate sat at 94.65. The gap reveals a market scrambling for stablecoin liquidity at almost any price.
The trigger is not a minor technical adjustment. India’s Enforcement Directorate recently cracked down on INR 250 billion in money transfers conducted through virtual digital assets. That action alone was enough to choke off the normal flow of USDT into domestic exchanges. With fewer fresh inflows arriving, the local order books have thinned, and the price of immediate settlement has shot upward. For traders who use USDT as their primary on-ramp to altcoin markets, the higher premium eats into margins instantly.
A Liquidity Freeze Across India’s Crypto Desks The 8.5% figure is not just an academic spread. It represents a real cost that Indian users must absorb every time they convert rupees into the most liquid dollar-pegged asset. Many exchanges in the country rely on peer-to-peer platforms and OTC desks to move large volumes of stablecoins, and those channels are now severely disrupted. When supply drops, market makers widen their bid-ask spreads, and the entire trading ecosystem slows down. The result is a self-reinforcing cycle: high premiums deter new capital, and lower liquidity pushes premiums even higher.
The Enforcement Directorate’s action focused on massive sums flowing through virtual asset rails, an area that has been under increasing scrutiny since India imposed a 30% tax on crypto gains and a 1% tax deducted at source on every transaction above a certain threshold. That tax regime already pushed many high-frequency traders offshore, and now the enforcement sweep is accelerating the exodus of liquidity. Less onshore USDT means less depth, and less depth means more volatility in the premium.
Regulatory Fear Adds a Risk Premium Purushottam Anand, founder of Crypto Legal, noted that the recent rise likely includes a risk premium driven by regulatory uncertainty. His observation points to a market that is not just responding to a supply shortage but also pricing in the probability of further enforcement actions. Every new probe or seizure redefines what market participants think about the safety of keeping assets on domestic platforms. That uncertainty gets baked into the price of the most critical settlement asset—USDT.
India’s relationship with virtual asset regulation has been ambivalent. While there is no outright ban, the government has used taxation and enforcement as indirect tools. The result is a gray zone where rules are enforced selectively, and the cost of compliance is unpredictable. This week’s premium surge is not the first time Indian traders have paid above market rates for stablecoins, but the magnitude suggests a growing discomfort. When the premium stays elevated, it can push users toward riskier unofficial channels, which paradoxically may be what regulators want to avoid.
While Indian authorities tighten the screws on virtual asset transfers, United States lawmakers face their own regulatory inflection point, with banking interests mobilizing to block a landmark crypto bill just days before a Senate vote. The contrast highlights a global regulatory patchwork that makes capital flows uneven and quick to react to local enforcement signals. Markets treat these events as liquidity events, and India’s premium spike is the latest example.
What Traders Are Watching Next The immediate question is whether new USDT inflows can normalize the premium in the coming days, or if the supply crunch will persist. Much depends on how seriously OTC desks and large holders interpret the Enforcement Directorate’s signals. A single large settlement or a clearer policy statement could bring the premium back toward 4% quickly. But if the current environment lingers, the Indian market may see more trading volume shift toward decentralized platforms and foreign exchanges that do not require onshore stablecoin pools.
The squeeze in India stands in stark contrast to the global surge in tokenized real-world assets, which recently crossed $20 billion in on-chain value as institutional adoption accelerates. While one corner of the crypto ecosystem faces a liquidity drain, another is absorbing record capital. This divergence underlines how local regulatory actions can create micro-market dislocations even when the broader industry trends remain upward.
Yet on the technical front, blockchain infrastructure shows no sign of retreat, with developer activity remaining concentrated across the top networks according to recent weekly data. Protocols continue to iterate, but for Indian crypto users, the immediate challenge is not code—it is access to the very asset that greases the rails of trading. Until the regulatory posture clarifies or fresh supply returns, the 8.5% premium will act as a tax on every trade.
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Freelance writer and crypto enthusiast with a focus on Web3, delivering clear and engaging articles. Known for his well-researched articles and insightful analysis, Shayan covers a broad range of topics including market trends, blockchain technology, decentralized finance (DeFi), and emerging crypto projects. His writing aims to educate both beginners and experts, providing clear, engaging content that helps readers stay informed about the fast-evolving crypto space. Shayan's expertise and dedication make him a trusted voice in the blockchain community.
UBS zvýšila cílovou cenu Marvell na 340 USD z 230 USD díky rostoucí poptávce po CXL v datových centrech pro umělou inteligenci. Banka čeká, že tržby z CXL dosáhnou v roce 2027 asi 1 miliardy USD.
Marvell Technology could have more room to run after its sharp rally this year.
UBS became the latest brokerage to turn more bullish on the semiconductor company as artificial intelligence infrastructure spending accelerates demand for next-generation connectivity products.
The brokerage raised its price target on Marvell to $340 from $230, implying roughly 27.5% upside from Friday's closing price.
UBS also lifted its target on Astera Labs to $400 from $205 while maintaining a Neutral rating, saying both companies stand to benefit from the rapid adoption of Compute Express Link (CXL), a technology increasingly viewed as essential for AI data centers.
Marvell's MRVL share price was trading lower by about 1% on Monday though.
UBS said CXL, a cache-coherent, low-latency, high-bandwidth interconnect built on PCIe, is becoming a critical technology as AI workloads require memory systems with significantly higher capacity and faster data movement.
"CXL is becoming a critical enabling technology. We believe MRVL has the leading market share in CXL products to date, but we do see ALAB becoming a larger player," analyst Timothy Arcuri wrote in a note to clients on Monday.
The brokerage expects demand for CXL products to rise sharply as data centers evolve beyond conventional server architectures toward rack-wide and multi-rack memory fabrics connecting CPUs and XPUs.
UBS estimates the addressable market for CXL-related ASIC attachment products could grow to between $7 billion and $10 billion by 2030.
While Marvell currently leads the market, UBS expects competition to increase over time, with Astera Labs and Broadcom emerging as more significant players as adoption expands.
Reflecting stronger demand expectations, UBS increased its revenue forecasts for Marvell over the next two years.
The brokerage expects CXL-related revenue to reach about $1 billion in 2027, driven primarily by XPU connectivity inside AI server racks, supported by growing demand for agentic AI running on CPUs.
It also projects Marvell's CXL revenue will climb to roughly $2 billion in 2028.
Overall, UBS raised its 2027 revenue estimate to $16.8 billion from $16.5 billion and increased its 2028 forecast to $23.9 billion from $21.9 billion.
The brokerage also lifted earnings-per-share estimates to $6.23 for 2027 and $9.62 for 2028, compared with previous forecasts of $6.09 and $8.60.
Marvell, which now commands a market capitalization of roughly $233 billion, has posted revenue growth of 34% over the past 12 months and its shares have surged about 190% in 2026, significantly outperforming the broader S&P 500.
Marvell has long been viewed as a beneficiary of the AI boom because of its custom application-specific integrated circuits (ASICs) designed for hyperscale cloud providers.
However, analysts increasingly believe the company's networking business could prove even more valuable over the longer term.
Earlier this month, analysts led by John Vinh raised Marvell's price target by 48% to $385 from $260 while reiterating an Overweight rating. The stock climbed 14% after that report.
Following an investor meeting with Marvell, KeyBanc said it had become increasingly optimistic about the company's optical networking business, arguing that it could offer a more durable growth opportunity than custom AI chips.
The firm noted that increasingly powerful AI data centers require optical transceivers to move massive volumes of information by converting electrical signals into light.
Marvell supplies the digital signal processors used inside those transceivers.
"Networking represents the most significant and durable growth opportunity," Vinh wrote, estimating the addressable market could reach approximately $30 billion by 2030.
He added that Marvell appears well positioned to capture a significant share of that opportunity as AI infrastructure spending continues to expand.
Lululemon čelí další ráně důvěry po kritice za kulturní necitlivost v Číně. Firma už dříve varovala před poklesem čistých tržeb o 2 % až 3 % ve druhém čtvrtletí.
SHENYANG, CHINA - JUNE 13: Hundreds of yoga enthusiasts practice yoga at the Sun Square of Shenyang Grand Theatre on June 13, 2026 in Shenyang, Liaoning Province of China. (Photo by Cai Jingyu/VCG via Getty Images)
VCG via Getty Images
At a May 30 promotional event on the Great Wall of China, the company featured a giant Japanese taiko drum instead of a culturally appropriate Chinese dagu drum for a musical performance. The misstep immediately sparked backlash for cultural insensitivity and drew over 50 million views on Weibo—other Western brands, including H&M, Dolce & Gabbana, Dior, Burberry, and Gucci, have been caught in similar cultural crosshairs.
It took Lululemon over two weeks to acknowledge the mistake and issue an apology on Weibo, pledging its commitment to honoring Chinese culture—a critical priority for Western brands doing business in China—and accepting responsibility for an inadequate planning and review process.
As global communications firm Edelman said, “Trust is the currency of consumer power,” and another misstep gives loyal customers an excuse to leave the brand and potential customers a reason to look elsewhere—something Lululemon can ill afford now as its business growth slows, leadership is in transition and its stock price is down 50% this year.
Plagued By ControversiesControversies have haunted Lululemon almost from the beginning in 1998 under founder Chip Wilson. He explained that the company name with multiple L’s was originally chosen because it was a letter that Japanese people couldn’t pronounce. “It’s funny to watch them try to say it,” he infamously said.
He later walked it back later by saying the name is “innately North American and authentic” because the letter L does not exist in Japanese phonetics. The Chinese drum controversy recalled those remarks, reinforcing the perception that Lululemon still struggles with cultural awareness.
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Wilson continued to make highly controversial remarks throughout his tenure with the company, which officially ended in 2015. Though as the company’s single largest shareholder, he has persisted in speaking out publicly against leadership’s decisions, most recently in his proxy battle to get his chosen picks on the board.
Back in the day, Wilson defended not offering clothing for plus-sized women because such larger sizes were too expensive to make and he blamed excess pilling in some designs because women were wearing the clothing wrong or had a body shape that wasn’t suitable to its designs.
Beyond such insensitive remarks, the company had a major quality issue in 2013 after widespread complaints emerged that its yoga pants were too sheer. That led to millions of yoga pants being recalled and a reputational crisis for the brand.
Lululemon was hit with further complaints about sheerness in its Align leggings in 2021 and again in 2025. Early this year is got the same complaints for its Get Low leggings, causing the company to temporarily halt online sales. Plus, in 2024, the Breezethrough leggings were pulled for quality issues.
It also was caught making false claims about the health benefits of products made with seaweed-infused fabrics. In 2007, the Canada’s Competition Bureau ruled the company’s claims of anti-inflammatory, detoxifying qualities in its Vitasea product line were unsubstantiated, false and misleading and forced the company to remove all such health benefit claims from its advertising and marketing.
And most recently, in April, the Texas Attorney General Ken Paxton has launched an investigation into Lululemon’s use of PFAS, so-called “forever chemicals” that don’t break down in the environment and may have negative health effects. The company claims it phased out use of the substances in early 2024 and is cooperating with the state. However, it’s one more black eye against the company.
Taken together, these controversies suggest a pattern that Lululemon has never fully put behind it. They invite debate about whether the most recent missteps will quickly fade from memory or if they deepen a persistent trust problem for the brand.
Clouds Of UncertaintyThe general consensus is that the latest China misstep will leave no permanent damage. BNP Paribas analyst Laurent Vasilescu said, “The push back tends to be a short-term headwind.” And RepTrak’s Stephen Hahn noted any reputational damage will remain confined to the local market and have no long-term impact globally. “This story is less likely to drum up any major reputational noise about Lululemon outside of China.”
However, the China drum incident, paired with the Texas AG’s PFAS investigation, reopens the question of whether Lululemon is a brand consumers can trust. It refreshes memories of past controversies and casts the company once again in a negative light.
Notably, during the first-quarter earnings call, the company acknowledged it experienced “spikes of negative commentary” in the media and across social media—including in China where brand momentum slowed after a strong Chinese New Year. And that was before the Great Wall of China fiasco, casting a cloud over second-quarter results, potentially even beyond.
Customer trust is the key metric. Edelman’s global research among 15,000 consumers in 15 countries found 88% rank trust equally important to “ best quality” and “good value for the money” when making a purchase decision. Lululemon is challenged on all counts—quality questions persist, value is threatened amid rising prices and trust shaken by cultural missteps and regulatory scrutiny.
GlobalData retail analyst and managing director Neil Saunders told CBS News earlier this year that Lululemon’s products have become “junkified,” adding, “What it suggests is that there’s kind of a lack of quality control, there’s a lack of care, there’s a lack of attention to detail.”
Reasons To FleeConsumers have a long memory when controversies around a brand’s cultural sensitivity and product quality issues resurface again and again—a memory that shapes how they interpret its latest controversies and could drive them to look elsewhere. And unlike in Lululemon’s early days, the competition is coming on strong.
Privately-held Vuori has reached a market cap of $5.5 billion valuation after a recent investment round. It’s on a path to 100 global stores, including five just opened in China, and an IPO is rumored to be in the works.
Alo Yoga has about 130 stores globally, with plans to open a 7,000-square-foot, two-story Hong Kong waterfront store shortly. Forbes estimates that Alo Yoga’s parent company, Color Image Apparel, has generated nearly $2 billion most recently.
And heavy-hitter Nike entered the premium women’s activewear market in a collaboration with Kim Kardashian’s SKIMS brand last year, with the NikeSKIMS product line expanding globally this year.
The irony is that Lululemon, a brand that once defined the athleisurewear category, opened the door for these and other challengers while being distracted by controversies of its own making.
And hanging over all of this is Chip Wilson’s highly-publicized proxy battle where he was characteristically outspoken about the company’s leadership mistakes and claims that Lululemon has “lost its cool.”
Eroding TrustBefore the China drum backlash, Lululemon was guiding on a net revenue decline between 2%-3% in the second quarter, after squeaking out 4% revenue growth in the first quarter. In the latest earnings call, the company acknowledged headwinds as it entered the second quarter around negative publicity—e.g. Wilson’s critiques and the Texas PSFA investigation—and recent product launches that didn’t “generate anticipated guest response,” such as the alleged see-thru Get Low leggings.
These remarks came before the China controversy, which is likely to hit the company’s sales harder than its earlier guidance suggests. Noting that momentum is slowing in China—comparable sales slipped from 30% in fourth quarter 2025 to 20% in first quarter 2026—BNP Paribas warned, “We are worried that China revenues will flatten out,” as it also expressed concerns about Lululemon’s continued decline in North America—the Americas comparable sales dropped 5% in first quarter. And the firm noted this was before the full impact of the two recent social media controversies are factored into results.
The last thing Lululemon needs now is further erosion of consumer trust and while the particulars of the latest controversies will fade, more general negative feelings about the brand are likely to persist, adding fuel to the competition’s fire.
If trust continues to slip, the question won’t be if Lululemon can regain momentum with new product drops and marketing initiatives, but whether consumers will continue to give the brand the benefit of the doubt.
See Also:
ForbesLululemon Controversy In China Threatens Growth In Key MarketBy Mary Whitfill RoeloffsForbesLululemon Founder Chip Wilson Wins Two Board Seats To End Bitter Proxy BattleBy Pamela N. DanzigerForbesLululemon's Billionaire Founder Has Been Fighting To Oust Its CEO–He Won, But He’s Still Not HappyBy Simone Melvin
Opendoor ve 1. čtvrtletí uzavřel přes 5 000 smluv a marže z resale contribution stoupla na 4,4 %. Podíl domů na trhu déle než 120 dní klesl na 10 % z 51 % před dvěma čtvrtletími.
Key Takeaways OPEN signed more than 5,000 acquisition contracts in Q1, its strongest quarterly volume since Q2 2022.Opendoor's resale contribution margin reached 4.4% in Q1, up 340 basis points sequentially.OPEN reduced homes on the market for more than 120 days to 10% from 51% two quarters earlier. Opendoor Technologies Inc. (OPEN - Free Report) is entering the back half of 2026 with seasonality becoming an important test for Opendoor 2.0. Although housing activity typically softens during this period, recent operating metrics suggest Opendoor 2.0 is giving the company a stronger operating base heading into the seasonal slowdown.
Seasonality is a meaningful factor in OPEN’s operating model. The company stated that the housing selling season typically begins shortly after the Super Bowl, peaks in early summer, tapers through the fall and bottoms in December. This pattern affects resale velocity, spread decisions and acquisition cadence. OPEN also noted that days on market usually lengthen in the back half of the year, while margins tend to compress in the fourth quarter.
OPEN enters this seasonal test with improved operating metrics. In the first quarter of 2026, the company entered into more than 5,000 contracts, its strongest quarterly contract volume since the second quarter of 2022. Resale contribution margin improved every month since September 2025 and closed the quarter at 4.4%, up 340 basis points sequentially. The percentage of homes on the market for more than 120 days fell to 10% from 51% two quarters earlier. This healthier inventory position gives OPEN a stronger starting point as seasonal demand moderates, with fewer aged homes reducing clearance pressure and supporting resale-margin stability.
The back half of 2026 will provide a key checkpoint for OPEN’s margin durability as seasonal housing demand moderates. The company’s ability to limit margin slippage will likely depend on fresh inventory, sustained resale velocity and continued contribution-margin stability as housing demand tapers.
Opendoor’s Competitor LandscapeZillow Group, Inc. (ZG - Free Report) provides a relevant benchmark for OPEN because it is navigating housing-market softness through a capital-light platform. Zillow’s integrated housing ecosystem spans search, touring, financing, agent workflows and closing, helping it support buyer and seller engagement without direct owned-home resale exposure. This positions Zillow as a lower-inventory-risk benchmark, while OPEN’s margin profile is more directly tied to resale execution and owned-home turns.
Offerpad Solutions Inc. (OPAD - Free Report) provides a closer operating comparison because it remains exposed to home-level execution, resale timing and capital discipline. Offerpad is expanding its Cash Offer, Cash Offer Marketplace, Brokerage Services and Renovate platform while using SCOUT and HENRY to improve seller routing, acquisition accuracy, renovation estimates and disposition decisions. These efforts are aimed at improving conversion and managing asset-level risk in a pressured housing market.
Against this backdrop, OPEN sits between Zillow’s capital-light housing platform and Offerpad’s more targeted seller-solutions model. Zillow benefits from platform breadth and lower inventory exposure, while Offerpad is focused on improving seller conversion and asset-level execution. OPEN’s differentiation lies in applying Opendoor 2.0 across a larger resale funnel, where tighter execution can have a greater impact on margin performance.
OPEN’s Stock Price Performance, Valuation & EstimatesShares of Opendoor have skyrocketed 719.9% in the past year against the industry’s 23.6% decline.
OPEN One-Year Price Performance
Image Source: Zacks Investment Research
From a valuation standpoint, OPEN trades at a forward price-to-sales (P/S) multiple of 0.75, significantly below the industry’s average of 3.55.
OPEN’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for OPEN's 2026 loss per share suggests a 53.9% year-over-year improvement. Loss per share estimates for 2026 have widened in the past 30 days.
EPS Trend of OPEN Stock
Image Source: Zacks Investment Research
Key Takeaways BKR won a subsea production systems contract for Azule Energy's Greater PAJ project in Angola.The award includes deepwater trees, control systems, installation, commissioning and production services.Delivery of BKR's subsea trees is expected to begin in 2027, boosting order backlog & its presence in Africa. Baker Hughes Company (BKR - Free Report) has secured a significant contract from Azule Energy to provide subsea production systems for the Greater PAJ offshore development in Angola, strengthening its position in the global deepwater services market. The award underscores BKR’s industry leadership in offshore production technologies while broadening its presence across one of Sub-Saharan Africa's premier energy-producing regions.
Under the agreement, Baker Hughes will supply deepwater horizontal tree systems, subsea control modules, intervention workover control systems and associated connection, distribution and topside equipment. The company will also provide integrated tooling, installation support, commissioning and ongoing production services through its established facilities in Angola. This broad scope allows BKR to generate revenues not only from equipment sales but also from services throughout the project's operating life.
The contract highlights Baker Hughes' technological advantage in ultra-deepwater developments. Its horizontal tree systems are engineered to operate at pressures of up to 10,000 pounds per square inch and water depths of 10,000 feet, while their modular design supports faster deployment and improved long-term production efficiency.
The award also reinforces BKR’s long-standing footprint in Angola, where it already maintains the largest installed subsea equipment base in Sub-Saharan Africa. Leveraging its local infrastructure and supply chain is expected to improve execution efficiency and strengthen customer relationships.
With subsea trees delivery scheduled to begin in 2027, the contract enhances Baker Hughes' future order backlog and revenue visibility. The agreement strengthens BKR’s business model and customer base while enhancing investor appeal by highlighting robust demand for its offshore production technologies.
Baker Hughes currently carries a Zacks Rank #4 (Sell).
The business models of oilfield equipment and service providers, including BKR, are closely linked to the capital spending of upstream players. With Brent prices trading above the $70-per-barrel mark and West Texas Intermediate (“WTI”) crude prices trading around the $70-per-barrel mark, according to oilprice.com, players like Vista Energy, S.A.B. de C.V. (VIST - Free Report) , YPF Sociedad Anónima (YPF - Free Report) and W&T Offshore, Inc. (WTI - Free Report) which have presence in upstream operations are benefiting from the elevated crude pricing environment. WTI and VIST currently carry a Zacks Rank #2 (Buy) each, while YPF sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Vista operates 205,600 acres within the Vaca Muerta Basin, widely recognized as Argentina's premier shale basin. Supported by this massive footprint, VIST expects to achieve production of 200 thousand barrels of oil equivalent per day by 2030.
Argentina’s integrated energy company, YPF, has an extensive footprint in the Vaca Muerta formation to fuel production growth. YPF anticipates increased spending and activity in the coming quarters to bolster oil and gas production in the second half of 2026.
W&T Offshore’s robust offshore footprint in the Gulf of America spans approximately 605,000 acres and supports a large reserve base. WTI's 1P and 2P reserves provide 20 years of production potential and resource longevity.
BNY rozšířila partnerství s Circle a na své platformě Digital Asset Custody začala jako první podporovat USDC jako stablecoin. Klienti mohou USDC držet, převádět, mintovat a burnovat.
BNY has expanded its partnership with Circle to launch new institutional stablecoin services, allowing clients to custody, transfer, mint and burn USDC through BNY’s Digital Asset Custody platform, the company announced Monday.
BNY’s Digital Asset Custody platform provides institutional investors with regulated custody and servicing for digital assets such as bitcoin, ether and tokenized securities. Designed to bridge traditional finance and blockchain, it integrates digital asset custody with banking services including payments, liquidity management and operational support.
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The offering makes Circle’s flagship stablecoin the platform’s first supported stablecoin and extends BNY’s role as custodian of USDC reserves.
According to the company, clients can now hold USDC in BNY custody while directing Circle to issue or redeem tokens against US dollars, creating a direct connection between traditional cash management and digital asset custody.
BNY said the integrated platform is designed to support institutional adoption of digital assets by bringing blockchain-based transactions into existing financial workflows, with plans to support additional stablecoins over time.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Breez přidal do svého SDK možnost posílat USDC a USDT na více než 30 blockchainů přímo z bitcoinového zůstatku, bez nutnosti držet stablecoiny. Platby běží přes Lightning Network a automatickou konverzi.
Bitcoin infrastructure company Breez has added a feature to its developer toolkit that lets users send USDC (USDC) and USDt (USDT) across more than 30 blockchain networks directly from a Bitcoin balance, without first converting or holding stablecoins.
According to an announcement shared with Cointelegraph, the feature uses the Lightning Network alongside automated conversion to route payments from Bitcoin (BTC) to USDC or USDT before delivering funds to the recipient's preferred blockchain.
When a user enters a recipient's wallet address, the Breez SDK identifies the destination blockchain, calculates a conversion route and displays the amount, network and fees before the payment is confirmed. The transaction is then routed through liquidity providers, including Flashnet and Boltz, which convert the sender's Bitcoin into stablecoins and deliver it on the recipient's chosen blockchain.
Roy Sheinfeld, CEO of Breez, told Cointelegraph the feature does not require USDT or USDC to be issued on the Lightning Network. Instead, it relies on "interoperability" to let users spend from a Bitcoin balance while recipients receive stablecoins on supported blockchain networks.
Breez said users continue holding Bitcoin until they initiate a payment, while recipients receive stablecoins on their preferred blockchain without requiring the sender to manage separate stablecoin balances. The feature is non-custodial and initially supports only outbound stablecoin payments, with support for receiving stablecoins from external blockchain networks planned for a future release.
The feature is designed to allow developers to add stablecoin payments without integrating multiple blockchain networks or requiring users to manage separate Bitcoin and stablecoin balances.
Bitcoin payment infrastructure expandsThe launch comes as companies expand Bitcoin and the Lightning Network, a layer-2 payment network designed to make Bitcoin transactions faster and less expensive, into new financial and commercial applications.
In February, Secure Digital Markets, an institutional trading and lending desk, completed a $1 million Bitcoin payment to Kraken over the Lightning Network in less than half a second, demonstrating the protocol's potential for high-value institutional transfers. The transaction illustrated how Lightning is increasingly being tested for use cases beyond small retail payments.
That same month, Bitcoin infrastructure company Voltage introduced a US dollar-settled revolving credit line that embeds business credit into Lightning payment flows, allowing companies to settle repayments in either US dollars or Bitcoin. The product is intended to enable businesses to access working capital using Lightning for payments, without holding crypto on their balance sheets.
Event platform Satlantis also launched a Bitcoin-native ticketing platform with embedded Lightning wallets, allowing organizers to sell tickets and accept BTC alongside traditional payment methods.
In March, Tether-backed Bitcoin infrastructure startup Ark Labs in a $5.2 million funding round to develop technology supporting stablecoin issuance, transfers and settlement on Bitcoin.
Lightning adoption has continued to grow. A February report from River estimated the network surpassed $1 billion in monthly transaction volume in late 2025, up from around $12 million in 2021.
Lightning Network transaction volumes continue to grow. Source: River
Cointelegraph is committed to independent, transparent journalism. This news article is produced in accordance with Cointelegraph’s Editorial Policy and aims to provide accurate and timely information. Readers are encouraged to verify information independently.
Boone navrhl ADR29, který by pro Monero nastavil minimální swapový poplatek specifický pro dané aktivum, například 50 bps na každou stranu obchodu s $XMR. Návrh není schválený ani nasazený.
THORChain Podcast #212: ADR29 Fee Debate ft. BooneW, KentonC137 & Patriotsounds | June 28, 2026 | Watch the full episode on YouTube
By Raynalytics
TL;DRBoone proposed ADR29, an asset-specific minimum swap fee lever built with Monero in mind. His working example is a 50 bps floor on each $XMR leg, but the proposal is not approved or implemented.ADR29 is designed to complement, not replace, THORChain’s dynamic fee model. When both apply, the protocol would use the higher floor.The core disagreement was strategic: charge more where THORChain has a permissionless edge, or keep fees low enough to win volume and discourage competitors.Higher Monero fees could feed more system income into protocol-owned liquidity, helping a shallow Monero pool deepen without depending entirely on outside LPs.The second half moved from fees to distribution: affiliate tooling, a swap widget, more browser wallets, and possible mobile paths for THORChain Swap.IntroductionPodcast #212 was supposed to feature Amir Taaki, but technical problems cut that conversation short. Boone joined while out shopping, without video and with one specific mission: make sure the community understood ADR29.
That intervention turned into a full debate about what THORChain should optimize for. Boone argued for monetizing permissionless demand now. Kenton argued that low prices build a longer-lasting moat. Denny focused on whether decentralized governance can manage manual fee levers quickly enough. Nobody pretended the answer was settled, which made the discussion more useful.
The result was less a sales pitch for one proposal and more a map of the choices around Monero, dynamic fees, protocol-owned liquidity, and THORChain’s route to a larger market.
1. ADR29: A Fee Floor for Each AssetToday, THORChain applies minimum swap fee floors broadly by asset class. The same L1 floor covers many unrelated assets, even when their liquidity, competition and market structure look completely different.
Boone’s proposed ADR29 adds per-asset minimum slip settings. Instead of raising the L1 floor for every pool to address one asset, nodes could set a different floor for Monero, Bitcoin or another specific asset. The proposal also allows an explicit zero override and optional economic caps on those operational fee levers.
Monero is the reason Boone built it. THORChain is preparing a genuinely permissionless $XMR route, while many existing cross-chain options rely on centralized or permissioned infrastructure. Boone’s working number was 50 bps per Monero leg. On an asset-to-$XMR double swap, that would produce a combined floor near 1%, roughly where he said many existing Monero venues already price their service.
His pitch is not simply “charge more because we can.” It is that THORChain could offer a better product at a familiar market price, then route the additional system income toward deeper protocol-owned liquidity.
The proposal remains an initial draft. Even if the code is accepted, the per-asset floor would be off unless nodes chose to use it.
"All it does is give the nodes more optionality." (Boone)2. Why ADR29 Is Not a Replacement for Dynamic FeesThe episode repeatedly returned to the difference between ADR29 and ADR26, THORChain’s dynamic L1 fee model.
Dynamic fees tune the minimum fee for eligible L1 swaps associated with approved affiliate THORNames and trading pairs. The aim is to discover whether a lower or higher fee produces more protocol revenue for that flow. ADR29 is broader in a different direction: it sets a governance floor for an individual asset and also reaches activity that the affiliate-based model does not, including arbitrage flow through trade and secured assets.
Boone estimated that arbitrage accounts for roughly 60% of THORChain volume. In a separate two-hour sample, he found that L1 swaps with affiliate fees represented about 33% of volume. Those were his working observations, not a complete protocol study, but they explain his concern: a dynamic feature limited to qualifying L1 affiliate flow may leave much of the network untouched.
He also questioned the signal used to adjust dynamic fees. If the controller reacts to revenue without accounting for changes in the wider exchange market, a high-volume market day could look like proof that the fee changed correctly even when macro conditions caused the move. His suggestion was to normalize against global exchange volume so the controller reads less noise.
ADR29 is designed to coexist with that experiment. If an affiliate’s dynamic fee and an asset-specific floor both apply, the higher value wins. Nodes can still test dynamic fees first, learn from live behavior, and consider ADR29 later.
"This is not a replacement. This is not instead of Chad’s dynamic fees." (Boone)3. The Real Debate: Revenue Now or Market Share Later?Once the mechanics were clear, the conversation became a strategy argument.
Boone sees two markets. The first is the enormous global exchange market, where centralized exchanges dominate and most users optimize for familiarity, price and convenience. The second is the much smaller permissionless market, where THORChain already has a meaningful edge.
His preferred sequence is to monetize the smaller market first. Higher-margin permissionless flow could build POL, fund marketing, strengthen node participation and give the network more resources before it attacks the mass market. In his framing, trying to beat subsidized competitors such as Near Intents on price today risks joining a race where other protocols can spend emissions or investor capital to offer uneconomic swaps.
Kenton pushed the other way. A high Monero fee could invite competitors, while a low fee makes the market less attractive to enter. More importantly, users who discover THORChain as the cheapest permissionless route may carry that first impression forward and spread it by word of mouth. If the long-term target is centralized exchange volume, price has to be part of the conversion story.
That question also reaches aggregators. SwapKit and other routers can move flow quickly when another venue offers a better quote, so loyalty may matter less than execution. Boone saw that as a reason fees can be lowered later when competition arrives. Kenton saw it as a reason to undercut competitors before they gain a foothold.
Denny added a governance concern. A centralized business can move a pricing lever quickly. A decentralized network may be slower to reach consensus, making an algorithmic approach more attractive than frequent manual adjustments. He also argued for getting the $XMR pool stable before experimenting with higher fees.
"Long term, of course we want to capture all swap volume." (Boone)The disagreement stayed productive because everyone shared the same destination. The open question is which stepping stone gets THORChain there.
4. POL Turns Fees Into Permissionless LiquidityADR29 matters beyond the fee itself. Boone tied it directly to protocol-owned liquidity.
If a shallow Monero pool generates higher fees and a portion of system income flows into POL, the protocol can progressively own more of that pool. That creates liquidity which does not leave when external LPs decide the return is no longer attractive. It also reduces the problem of asking outside capital to absorb the early operational risk of a new chain integration.
Boone described POL as an asset rather than a liability. If an early $XMR issue costs the pool money, the protocol can learn and recover without owing an external LP. Denny agreed that this makes POL especially powerful for a complex launch like Monero.
The wider security argument is equally important. A permissionless protocol can still become dependent on liquidity providers or market makers who withdraw during stress. Boone pointed to solver and market-maker systems that can lose liquidity exactly when markets become chaotic. POL is always-on capital controlled by protocol rules.
"You don’t just need a permissionless protocol. You need permissionless liquidity." (Boone)This is why the fee debate and the POL debate cannot be separated. ADR29 asks what each asset should pay. POL asks whether part of that income can become a permanent moat.
5. Distribution: Widgets, Wallets and the Next Front EndThe final major thread was how users actually reach THORChain.
Kenton outlined the immediate THORChain Swap priorities: finish Keplr Wallet support, complete the affiliate page, ship a reusable swap widget, fix the current bug backlog, and add more browser wallets. The affiliate flow is intended to let a partner register, receive an API key, configure its THORName, set a fee and preferred payout asset, then generate widget code for its own website.
The widget is central to Kenton’s distribution thesis. A newsletter or partner site can embed THORChain swaps, earn affiliate fees, and lend its existing credibility to the interface. Kenton said he has already arranged a year-long package of 12 articles with DeFi Llama and wants the supporting dashboard and destination experience ready before promotion ramps up.
Mobile remains the harder problem. IBEC raised a passkey-based wallet path, while Boone suggested he could help as an AI-assisted developer. Another option is a memoless mobile app that works with wallets users already have, avoiding yet another seed phrase. A fuller route would be to fork the open-source Unstoppable Wallet and keep applying upstream improvements, but that was brainstorming, not a committed build.
The team’s sequencing was practical: improve the existing frontend, make integrations self-serve, expand wallet connectivity, then decide whether a dedicated mobile wallet earns its place on the roadmap.
"Strong opinions loosely held." (Kenton)That line captured the whole episode. ADR29 now gives the community something concrete to evaluate, but its value will come from testing assumptions rather than defending camps.
What to WatchADR29 review: The draft merge request needs technical review and governance discussion. It is proposed, not live.ADR26 first: Dynamic fees may get a live trial before ADR29 advances, creating real evidence about eligible flow and fee sensitivity.Monero launch quality: The first priority is a stable $XMR pool and safe small swaps. Fee experiments can follow once the product works reliably.POL governance: Watch whether nodes gain a more responsive operational lever for directing system income into protocol-owned liquidity.Distribution work: Keplr, affiliate onboarding, the swap widget and additional browser wallets are the near-term THORChain Swap milestones.More THORChain data, check out raynalytics.net
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Magnolia Oil & Gas je podle zpráv hlavním uchazečem o koupi WildFire Energy v transakci za více než 4 miliardy USD. Šlo by o největší akvizici v historii MGY.
Key Takeaways Magnolia Oil & Gas reportedly leads bidding for WildFire Energy in a deal valued at more than $4 billion.MGY's potential purchase would be its largest acquisition and would expand its shale asset portfolio.WildFire operates 2,000 wells producing over 50,000 boe/d, making it an attractive acquisition target. Magnolia Oil & Gas Corporation (MGY - Free Report) is reportedly emerging as the leading contender to acquire privately held WildFire Energy in a deal valued at more than $4 billion. According to a Bloomberg report cited by SeekingAlpha, the acquisition would be the largest in MGY's history and signal a significant shift from its traditionally conservative growth strategy.
If finalized, the transaction would further underscore the ongoing consolidation trend in the U.S. oil and gas industry, where producers are seeking larger, higher-quality asset portfolios to strengthen long-term competitiveness.
Magnolia Oil & Gas Reportedly Leads the Bidding ProcessAccording to reports, Magnolia Oil & Gas is poised to win the auction for Texas-based WildFire, which is backed by private equity firms Warburg Pincus and Kayne Anderson. While the companies have not officially confirmed the transaction, sources indicate that negotiations are at an advanced stage and an announcement could come within weeks.
The acquisition process remains competitive, meaning another bidder could still emerge before a final agreement is reached.
A Major Strategic Shift for Magnolia Oil & GasA transaction exceeding $4 billion would represent a notable departure from Magnolia Oil & Gas' long-standing strategy of disciplined capital allocation and smaller, bolt-on acquisitions.
The company has built its reputation on maintaining capital efficiency, preserving a strong balance sheet and returning value to shareholders. Acquiring WildFire would significantly expand MGY's operational footprint while demonstrating a greater willingness to pursue transformative growth opportunities.
If completed, the deal would become Magnolia Oil & Gas' largest acquisition to date and could redefine its position among independent U.S. exploration and production companies.
WildFire Brings High-Quality Shale AssetsWildFire has become an attractive acquisition target thanks to its sizable portfolio of producing assets. The company operates more than 2,000 wells that collectively produce over 50,000 barrels of oil equivalent per day (boe/d).
Its management team also brings substantial industry experience, having previously led WildHorse Resource Development before selling that company to Chesapeake Energy in 2019.
These established operations and experienced leadership make WildFire a valuable asset for companies seeking immediate production growth.
Industry Consolidation ContinuesThe reported acquisition reflects a broader trend reshaping the U.S. upstream energy sector. Over the past two years, oil and gas companies have increasingly pursued mergers and acquisitions to secure premium shale acreage, improve operating efficiencies and achieve greater economies of scale.
Strong commodity prices have generated substantial cash flows, allowing many producers to pursue strategic acquisitions while positioning themselves for long-term competitiveness against larger integrated energy companies.
Private equity-backed producers such as WildFire have become especially attractive targets as public companies look to expand through acquisitions rather than organic development alone.
Investors to Watch Financing and Capital AllocationAlthough Magnolia Oil & Gasappears to be the leading bidder, investors are likely to focus on how the company finances a transaction of this size.
The acquisition could have implications for Magnolia Oil & Gas' capital allocation strategy, including shareholder returns programs such as dividends and share repurchases that have been central to its investment appeal.
Market participants will also evaluate whether the expected operational synergies and production growth justify the scale of the investment.
What the Deal Could Mean for Magnolia Oil & GasWhile the reported acquisition has not yet been finalized, Magnolia Oil & Gas appears to be positioning itself for a transformational expansion. If the company successfully acquires WildFire, it would gain a significant portfolio of shale assets while joining the growing list of independent producers pursuing larger-scale consolidation.
As the energy industry continues to evolve, the outcome of this potential deal could shape MGY's long-term growth strategy and further accelerate consolidation across the U.S. upstream sector.
MGY’s Zacks Rank & Key PicksMagnolia Oil & Gas is an independent upstream operator engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids. Currently, MGY carries a Zacks Rank #3 (Hold).
Investors interested in the energy sector may consider some top-ranked stocks like Global Partners LP (GLP - Free Report) , Delek US Holdings, Inc. (DK - Free Report) and Liberty Energy Inc. (LBRT - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Global Partners is a Delaware limited partnership formed by affiliates of the Slifka family. It owns, controls or has access to one of the largest terminal networks of refined petroleum products in New England. The Zacks Consensus Estimate for GLP’s 2026 earnings indicates 113.1% year-over-year growth.
TN-based Delek US Holdings is an independent refiner, transporter and marketer of petroleum products. The company’s operations are organized into two reportable segments: Refining and Logistics. The Zacks Consensus Estimate for DK’s 2026 revenues indicates 5.9% year-over-year growth.
Liberty Energy is a leading North American oilfield services company, specializing in hydraulic fracturing and completion solutions. The company provides differentiated services through advanced technology integration and real-time data analytics. The Zacks Consensus Estimate for LBRT’s 2026 earnings indicates 66.7% year-over-year growth.
We’re excited to announce that USDC, EURC, and CCTP support are live on Cronos.
Cronos Network is a high-performance, EVM-compatible, Layer-1 (L1) blockchain network supported by Crypto.com, supporting payments, AI-native workflows, and DeFi trading. Native USDC, EURC, and CCTP bring trusted and interoperable stablecoin infrastructure to Cronos’ large and established ecosystem. USDC will also serve as the settlement layer for the Cronos app, the upcoming mobile-first trading platform where users will be able to trade tokenized stocks, crypto, and prediction markets from a single account, with 24/7 markets, and access in 180+ countries.1
With the launch of native USDC, EURC, and CCTP, Cronos gains access to the leading regulated2 dollar and euro stablecoins. This unlocks dollar- and euro-denominated DeFi trading, payments, treasury management, and more on a blockchain designed for EVM compatibility, AI-friendly workflows, and transaction efficiency. Native USDC will also serve as the dollar settlement layer for the Cronos app. Users will be able to deposit dollars and trade every asset class from one account.
Benefits of USDC and EURC on Cronos:
Regulated,2 fully reserved stablecoins redeemable 1:1 for USD and EUR,3 respectivelyInstitutional on/offramps with Circle Mint4 for qualified businesses Integrate easily with apps and protocols on CronosUnlock dollar- and euro-denominated DeFi markets and AI-powered transactionsCCTP on Cronos enables developers to:
Securely and efficiently move USDC between Cronos and other supported blockchainsBuild apps directly on the protocol layer that support high-performance DeFi and AI-powered transactionsKey use cases of USDC and EURC on CronosNative USDC and EURC can help establish a trusted dollar- and euro-denominated ecosystem on Cronos. With MiCA compliance, full reserve backing, and 1:1 redeemability for dollars and euros respectively, USDC and EURC support DeFi, traditional markets, and agent-to-agent transactions by serving as collateral and settlement infrastructure. Establishing deep liquidity for both EUR/EURC and USD/USDC trading pairs can support lower-slippage DeFi activity and AI-driven applications at the scale institutions and enterprises need. Through CCTP, users and developers can move USDC securely across ecosystems without relying on wrapped assets.
Beyond institutional use cases, native USDC will also bring dollar settlement to everyday users. As the dollar layer for the Cronos app, the upcoming mobile-first trading platform, USDC will let people deposit dollars and trade tokenized stocks, crypto, and prediction markets from a single account.
Together, native USDC, EURC, and CCTP can give businesses and developers on Cronos access to regulated2 fiat rails for institutional-grade trading, programmable payments, and compliant onchain settlement. While USDC is widely used around the world, euro-denominated EURC may be especially well suited for payments, settlement, and other onchain activity within the EU, where 1:1 euro redeemability and MiCA compliance can help support trusted euro-denominated use cases.
Popular Cronos apps include: Crypto.com, LI.FI, Relay, VVS, Wolfswap.
Bridged vs native USDC on CronosCronos also supports bridged USDC (i.e., USDC.e), a non-native version of USDC. The Cronos team plans to work with ecosystem apps and protocols to smoothly migrate bridged USDC liquidity to native USDC over time.
This gives Cronos the same native stablecoin features that are already available on other supported chains. There is no immediate impact to existing bridges and they will continue to operate normally. Bridged USDC will remain clearly labeled as “USDC.e” in block explorers, app interfaces, and documentation.
Get started todayBusinesses can access institutional on/offramps to convert to Circle stablecoins on Cronos by applying for a Circle Mint4 account. Individuals and smaller institutions can access USDC and EURC through various exchanges, wallets, and providers. Visit circle.com/eurc and circle.com/usdc to learn more.
Get started today with our developer docs for USDC, EURC, and CCTP. Both USDC and EURC are open-source, permissionless stablecoin protocols that anyone can build with.
1 Products may be subject to jurisdictional availability
2 USDC is issued by regulated affiliates of Circle. EURC is issued by Circle Internet Financial Europe SAS. A list of Circle’s regulatory authorizations can be found here.
3 Circle Mint customers are able to redeem USDC and EURC directly from Circle. In addition, Circle will redeem all USDC and EURC presented to it for redemption in compliance with MiCAR, regardless of whether the holder is a Circle Mint customer. Circle Mint is currently available only to institutions and is not available to individuals.
4 Circle Mint and money transmission services are provided by Circle Internet Financial, LLC, NMLS # 1201441, and Circle Internet Financial Europe SAS, Electronic Money Institution License No. 17788, when provided in France.
Archer Aviation pokračuje v testování a validaci systémů letounu Midnight, aby splnila požadavky regulátorů na certifikaci. Úspěch by otevřel cestu k dodávkám a komerčním operacím.
Key Takeaways ACHR expands flight testing to validate aircraft systems and support regulatory certification.ACHR advances Midnight certification through compliance, testing and system validation activities.ACHR certification progress supports future aircraft deliveries and commercial deployment plans. Archer Aviation Inc. (ACHR - Free Report) continues making progress toward aircraft certification, a critical milestone in its path to commercial operations. The company is working closely with regulators to complete certification activities for its Midnight aircraft while continuing flight testing, system validation and compliance efforts. Achieving certification is expected to support commercial deployment and strengthen Archer Aviation's position within the emerging electric aircraft market.
Aircraft certification requires extensive testing and validation to demonstrate that an aircraft satisfies regulatory safety and performance standards. Archer Aviation continues expanding its test program by evaluating aircraft systems, flight characteristics and key components while generating data that supports the certification process. These activities help the company refine its aircraft while advancing toward regulatory approval.
Certification progress also strengthens Archer Aviation's commercial prospects. Reaching this milestone would enable the company to begin aircraft deliveries, support planned customer deployments and execute commercial agreements. Continued advancement through the certification process also reflects Archer Aviation's growing operational and engineering capabilities as it prepares for commercial production.
As the advanced aviation market evolves, regulatory approval is expected to remain one of the most important milestones for industry participants. Archer Aviation's continued focus on certification activities positions the company to support future commercial operations while strengthening its long-term growth outlook.
Companies Advancing Aircraft Certification ProgramsAircraft developers continue investing in certification activities as they prepare next-generation aircraft for commercial service. Companies like Joby Aviation, Inc. (JOBY - Free Report) and BETA Technologies, Inc. (BETA - Free Report) are also progressing certification efforts for their electric aircraft platforms.
Joby Aviation continues advancing flight testing and certification activities for its electric aircraft while working toward commercial passenger operations.
Beta Technologies is making progress in the certification of its electric aircraft through continued flight testing, system validation and regulatory engagement to support future commercial operations.
Earnings Estimates for ACHR StockThe Zacks Consensus Estimate for 2026 and 2027 earnings per share suggests a year-over-year decline of 61.90% and growth of 7.51%, respectively.
Image Source: Zacks Investment Research
ACHR Stock Trading at a DiscountArcher Aviation is trading at a discount relative to the industry, with a trailing 12-month price-to-book of 1.78X compared with the industry average of 6.02X.
Image Source: Zacks Investment Research
ACHR Stock Price PerformanceOver the past three months, ACHR shares have fallen 1.4% against the industry’s 3.9% growth.
Image Source: Zacks Investment Research
ACHR’s Zacks RankArcher Aviation currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
DeepHealth od RadNet získal schválení FDA pro BAC Assessment a Mammo Dx v rámci AI Breast Suite. Nové nástroje detekují kalcifikace a porovnávají aktuální a dřívější mamografy.
Key Takeaways RadNet's DeepHealth received FDA clearances for BAC Assessment and Mammo Dx functionalities.BAC Assessment detects breast arterial calcifications on 2D and 3D screening mammograms.Mammo Dx compares current and prior mammograms to track lesion changes and reduce recalls. DeepHealth, a wholly owned subsidiary of RadNet (RDNT - Free Report) , recently received FDA clearances for two new functionalities within its AI-powered Breast Suite. The FDA clearances expand its AI-powered Breast Suite with cardiovascular risk assessment and prior exam integration, strengthening its end-to-end breast imaging platform. The approvals cover Breast Arterial Calcification (BAC) Assessment and prior exam integration into ProFound Pro, which will be marketed as Mammo Dx.
The BAC Assessment automatically detects breast arterial calcifications on standard mammograms to identify the potential risk of cardiovascular disease. Whereas Mammo Dx compares current and prior mammograms to track lesion changes, improving cancer detection and reducing patient recalls. Both functionalities are now commercially available in the United States.
Per management, DeepHealth's strategy has always focused on using AI to find disease early. The launch of BAC Assessment and Mammo Dx transforms its Breast Suite into a fully integrated suite of solutions that gives radiologists a complete patient overview and adds clinical confidence in the top causes of death in U.S. women.
Likely Trend of RDNT Stock Following the News
Shares of RDNT have gained 1.2% since the announcement on Thursday. Year to date, the stock has declined 14.9%, underperforming the industry’s 14.3% growth and the S&P 500’s 7.4% rise.
The FDA clearance of BAC Assessment and Mammo Dx is positive for RadNet as it expands DeepHealth's AI-powered breast imaging portfolio and strengthens its competitive position. The new solutions enhance cancer detection and cardiovascular risk assessment and improve radiologist decision-making without additional imaging. In addition, deployment across RadNet's imaging centers will generate real-world validation, support broader customer adoption and reinforce the company's AI-driven growth strategy.
RDNT currently has a market capitalization of $4.78 billion.
Image Source: Zacks Investment Research
More on the FDA-Cleared Functionalities
BAC Assessment automatically identifies breast arterial calcifications on both standard 2D (FFDM) and 3D (DBT) screening mammograms without requiring additional imaging. These calcifications have been associated with an increased risk of future cardiovascular events such as heart attacks and strokes.
In clinical testing, the assessment demonstrated more than 90% sensitivity and over 88% specificity across dense and non-dense breast tissue. The assessment will be deployed across RadNet imaging centers for real-world validation.
Mammo Dx enables radiologists to analyze current and prior mammograms together, helping identify subtle tissue changes and undetected lesions in a single examination. By incorporating historical findings into the diagnostic workflow, the solution aims to improve cancer detection, reduce false-positive recalls and support more informed clinical decision-making.
With these additions, DeepHealth's Breast Suite offers a comprehensive AI platform supporting cancer detection, cardiovascular risk assessment, breast density evaluation, future cancer risk assessment and workflow optimization. So far, components of Breast Suite support diagnostic accuracy and standardization of care across more than 10 million mammograms annually worldwide.
Industry Prospects Favoring the Market
Going by the data provided by Precedence Research, the artificial intelligence (AI) in the breast imaging market is valued at $666.9 million in 2026 and is expected to witness a CAGR of 15.9% through 2035.
Factors like increased breast cancer awareness and early detection, growing health insurance and an increasing aging population are boosting the market’s growth.
Other News
DeepHealth recently launched Reporting Pro, an AI-powered reporting solution that streamlines radiology workflows. The platform combines speech recognition, AI-generated findings and impressions, automated measurements, quality assurance and structured reporting into a single, integrated workflow for radiologists.
RDNT’s Zacks Rank & Key Picks
Currently, RDNT has a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are BrightSpring Health (BTSG - Free Report) , Globus Medical (GMED - Free Report) and West Pharmaceutical (WST - Free Report) .
BrightSpring Health, currently sporting a Zacks Rank #1 (Strong Buy), reported first-quarter 2026 adjusted earnings per share (EPS) of 39 cents, which beat the Zacks Consensus Estimate by 34.5%. Revenues of $3.61 billion surpassed the Zacks Consensus Estimate by 8.35%. You can see the complete list of today’s Zacks #1 Rank stocks here.
BrightSpring Health has an estimated long-term earnings growth rate of 46.5%. BTSG’s earnings surpassed estimates in three of the trailing four quarters and missed once, the average surprise being 14.6%.
Globus Medical, currently carrying a Zacks Rank #2 (Buy), reported a first-quarter 2026 adjusted EPS of $1.12, which surpassed the Zacks Consensus Estimate by 22.1%. Revenues of $759.9 million beat the Zacks Consensus Estimate by 4.0%.
GMED has an estimated long-term earnings growth rate of 10.2%. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 26.3%.
West Pharmaceutical, carrying a Zacks Rank #2 at present, reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
West Pharmaceutical has an estimated long-term earnings growth rate of 13.9%. WST’s earnings surpassed estimates in the trailing four quarters, the average surprise being 19.4%.
e.l.f. Beauty čeká na oživení hlavní značky, zatímco Rhode přinesla nový růstový motor s více než 500 mil. USD ročních globálních maloobchodních tržeb. Firma pro fiskální rok 2027 čeká tržby 1,835–1,865 mld. USD a upravenou EBITDA 379–385 mil. USD.
Key Takeaways ELF enters fiscal 2027 with more growth levers but slower momentum in its flagship brand. Rhode topped $500M in annualized global retail sales and grew net sales more than 80%. ELF expects fiscal 2027 net sales of $1.835B-$1.865B and adjusted EBITDA of $379M-$385M. e.l.f. Beauty, Inc. (ELF - Free Report) enters fiscal 2027 with a wider platform but a more complicated investment setup.
Rhode, Naturium, e.l.f. SKIN and international expansion give the company more growth levers. The key question is whether those levers can offset slower momentum in the flagship e.l.f. brand.
ELF Has More Than One Growth Enginee.l.f. Beauty is no longer just a low-price cosmetics story. Its portfolio now includes e.l.f. Cosmetics, e.l.f. SKIN, rhode, Naturium and Well People, spanning mass beauty, prestige skin care and digital-led brands.
The shift has changed the risk profile. Non-e.l.f. brands rose from 0% to 30% of global consumption over the past three years, while skin care increased from 9% to 23%. That lowers dependence on a single product cycle and gives ELF multiple paths to growth.
The Estee Lauder Companies Inc. (EL - Free Report) remains a relevant benchmark in prestige beauty because its portfolio spans skin care, makeup, fragrance and hair care. Ulta Beauty, Inc. (ULTA - Free Report) is also central to the beauty ecosystem as a specialty retailer that connects consumers with mass, prestige and emerging brands.
Rhode Gives e.l.f. Beauty New ReachRhode is the clearest growth catalyst in the portfolio. On an annualized basis in fiscal 2026, the brand generated more than $500 million in global retail sales and about $390 million in net sales, with net sales rising more than 80% year over year.
Its retail start has been notable. Rhode reached the number one beauty brand ranking in Sephora North America and delivered record-breaking launches with Sephora in the United Kingdom and MECCA in Australia and New Zealand.
Distribution still leaves room for growth. Rhode is in less than 20% of Sephora’s global stores, while about 20% of its direct-to-consumer sales and 74% of social followers are outside the United States.
Image Source: Zacks Investment Research
ELF Needs Its Core Brand to ReaccelerateThe flagship e.l.f. brand still drives the investment case. e.l.f. Cosmetics produced about $1.8 billion in fiscal 2026 global retail sales and gained 115 basis points of U.S. color cosmetics market share during the year.
That scale also makes the recent slowdown harder to ignore. e.l.f. brand global consumption moderated from high single digits in fiscal 2026 to low single digits in the final 12 weeks of the year, as spring 2026 innovation produced less lift across core items than expected.
Management is responding through pricing, innovation, international focus and leadership changes. The company cut the price of Halo Glow Skin Tint from $18 to $14, with initial tests showing a 38% lift on Amazon and a 36% lift across all retailers.
e.l.f. Beauty Faces Margin PressureTop-line growth is not fully flowing through to earnings. Fiscal 2026 net sales rose 25%, while adjusted EBITDA increased 13%, showing that spending and cost pressures are absorbing part of the revenue benefit.
Marketing and digital expenses were about 24% of net sales in fiscal 2026. The Zacks Rank #3 (Hold) company is also navigating tariff exposure, inflation and a more retail-heavy Rhode channel mix, which can affect near-term profitability as the brand scales beyond direct-to-consumer sales. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The fiscal 2027 outlook still points to growth. Management expects net sales of $1.835 billion to $1.865 billion and adjusted EBITDA of $379 million to $385 million, compared with fiscal 2026 adjusted EBITDA of $335 million.
How ELF Stock Signals Fit the SetupELF looks like a balanced story rather than a straightforward momentum call. Rhode, Naturium, e.l.f. SKIN and international growth have expanded the company’s runway, but the core brand must reaccelerate for investors to regain confidence in organic growth.
The stock’s setup is also constrained by signal gaps. Specific Zacks Rank and Style Scores are not available for investors to lean on, leaving the brand reset, Rhode’s rollout and margin execution as the more useful near-term markers.
For investors, that argues for discipline. A favorable Zacks Rank and strong Style Scores can help identify stocks with better earnings-revision and style characteristics over the next one to three months, but ELF’s current case depends more on execution than on a clean quantitative read.
Levi Strauss & Co. (NYSE:LEVI) will release its second quarter earnings report after the closing bell on Wednesday, July 8.
Analysts expect the San Francisco, California-based company to report quarterly earnings of 24 cents per share, up from 22 cents per share in the year-ago period. The consensus estimate for Levi Strauss’ quarterly revenue is $1.52 billion. It reported $1.45 billion last year, according to Benzinga Pro.
On April 7, Levi Strauss reported better-than-expected first-quarter financial results and raised its FY26 guidance.
Levi Strauss shares gained 2.3% to close at $24.54 on Friday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying LEVI stock? Here’s what analysts think:
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Midas a Fasanara spustily mGLOBAL na Aave Horizon RWA Market, kde lze tokenizované soukromé úvěry použít jako zástavu pro půjčky ve stablecoinech. Projekt startuje s TVL 40 milionů USD.
The architectural boundaries dividing traditional institutional debt markets from decentralized liquidity networks have dissolved further. In a major advancement for the on-chain economy, the tokenized private credit product mGLOBAL has officially gone live on the newly activated Aave Horizon RWA Market. The strategic integration, which launched on June 24, enables institutional and Web3 investors to utilize a highly secure, asset-backed corporate strategy as live collateral. For the first time within this specialized framework, users can leverage these tokenized positions to borrow stablecoins and extract capital directly from Aave, the world’s largest decentralized lending protocol, which currently commands more than $24billion in net deposits.
Demystifying the mGLOBAL Tokenized Infrastructure Engineered and issued by digital asset innovator Midas, mGLOBAL operates as a fully compliant security token structurally linked to the financial performance of Fasanara Capital’s flagship receivables strategy. Moving away from the volatile, crypto-native backing that characterized early decentralized lending models, the underlying portfolio invests heavily in short-duration trade receivables, digital supply-chain invoices, and asset-based corporate finance exposures.
This underlying focus on real-world transactional commerce constructs an exceptionally diversified private credit grid designed to maintain steady yields across shifting macroeconomic cycles. The current operational parameters of the underlying credit portfolio highlight its massive scale:
Global Footprint: Asset exposure and risk distribution extending across more than 60 sovereign countries.
Diversified Origination: Upwards of 140 independent credit originators actively channeling high-quality debt instruments into the fund.
Granular Risk Mitigation: A massive baseline comprising more than 700,000 active open positions to minimize individual counterparty defaults.
Institutional Scaling and Capital Foundations Fasanara Capital, a technology-driven global asset manager, brings deep institutional validity to the on-chain ecosystem, currently managing over $6billion in assets on behalf of traditional pension funds, insurance firms, and family offices. The mGLOBAL vehicle debuts on Aave’s RWA platform with a robust $40million in Total Value Locked (TVL), anchored by a prominent seed allocation from specialized Web3 institutional investment platform InfiniFi.
The deployment underscores the aggressive growth trajectory maintained by Midas since its operational market entry. Established originally in 2024, the tokenization platform recently closed a major $50million Series A funding round to expand its real-world asset engineering pipeline. To date, Midas has orchestrated over $2billion in total digital asset issuance while successfully distributing more than $43million in yield payouts directly to its international client roster.
Real-World Assets Mature into Core Corporate Treasury Rails The implementation of mGLOBAL within Aave’s ecosystem marks a definitive maturity phase for the digital asset landscape. Historically, decentralized lending protocols operated as highly cyclical, speculative sandboxes heavily dependent on native token rewards. By systematically introducing asset-backed corporate invoices and short-term global trade debts into the protocol’s collateral tiers, the network is establishing a more resilient, low-volatility environment for corporate capital.
For sophisticated asset managers, the capability to lock institutional trade receivables into a protocol like Aave to instantly draw stablecoin liquidity represents a profound optimization of capital efficiency. It permits traditional yield-bearing assets to be leveraged natively onchain without forcing the premature liquidation of the underlying private credit positions. As traditional capital markets and distributed ledger technology continue to merge into a single, cohesive financial system, alliances between automated clearing networks like Aave and asset heavyweights like Midas and Fasanara are actively drawing the blueprint for the next generation of global corporate treasury management.
Emergent BioSolutions získala od americké vlády úpravu kontraktu za 52,7 milionu USD na dodávky vakcíny ACAM2000 proti pravým neštovicím a mpoxu. Dodávky mají začít tento měsíc.
GAITHERSBURG, Md., June 29, 2026 (GLOBE NEWSWIRE) -- Emergent BioSolutions (NYSE:EBS) today announced it has been awarded a contract modification valued at $52.7 million from the Administration for Strategic Preparedness and Response (ASPR) at the United States Department of Health and Human Services to supply ACAM2000® (Smallpox and Mpox (Vaccinia) Vaccine, Live) vaccine, ancillaries as well as diluent replacement lots for smallpox preparedness and response needs. Deliveries are expected to begin this month.
“This new contract modification for ACAM2000® underscores the U.S. government’s continued focus on biodefense preparedness and reflects Emergent’s longstanding role to collaborate and help protect civilians and warfighters against potential smallpox and mpox threats,” said Paul Williams, senior vice president, head of products business, global government & public affairs at Emergent. “In this increasingly dangerous world, we are proud to continue supporting the U.S. government as they continue to take critical, proactive steps on biodefense preparedness.”
This award follows Emergent’s recent announcements that the Saudi Food and Drug Authority has approved ACAM2000® for immunization against smallpox and mpox in high-risk individuals and that Singapore’s Health Sciences Authority has approved an expanded indication for ACAM2000® to include prevention of mpox disease in adults determined to be at high risk for mpox infection.
Experts consider smallpox to be a credible bioterror threat, with potential health, economic and national security implications due to its mortality rate.1 Emergent specializes in developing, manufacturing and delivering medical countermeasures to the U.S. government and allies around the world to support health preparedness and help protect the public from potential threats like smallpox, mpox, Ebola, anthrax and botulism.
This contract modification is under Emergent’s existing 10-year contract (75A50119C00071) with ASPR.
Indication and Select Important Safety Information for ACAM2000® (Smallpox and Mpox (Vaccinia) Vaccine, Live)
Indication
ACAM2000® is indicated for active immunization for the prevention of smallpox and mpox disease in individuals determined to be at high risk for smallpox or mpox infection.
Important Safety Information
Warning: Serious Complications
Myocarditis and pericarditis (suspect cases observed at a rate of 5.7 per 1000 primary vaccinees (95% CI: 1.9-13.3)), encephalitis, encephalomyelitis, encephalopathy, progressive vaccinia, generalized vaccinia, severe vaccinial skin infections, erythema multiforme major (including STEVENS-JOHNSON SYNDROME), eczema vaccinatum resulting in permanent sequelae or death, accidental eye infection (ocular vaccinia) which can cause ocular complications that may lead to blindness, and fetal death, have occurred following either primary vaccination or revaccination with ACAM2000® or other live vaccinia virus vaccines that were used historically.
Contraindications
Do not administer ACAM2000® to individuals with severe immunodeficiency. These individuals may include persons who are undergoing bone marrow transplantation or persons with primary or acquired immunodeficiency states who require isolation.
Warnings and Precautions
Serious complications that may follow either primary or revaccination with ACAM2000® include myocarditis and/or pericarditis, ischemic heart disease and non-ischemic dilated cardiomyopathy, encephalitis, encephalomyelitis, encephalopathy, progressive vaccinia (vaccinia necrosum), generalized vaccinia, severe vaccinial skin infections, erythema multiforme major (including Stevens-Johnson syndrome), eczema vaccinatum, fetal vaccinia, fetal death, and accidental eye infection (ocular vaccinia) that may lead to blindness. ACAM2000® is a live vaccinia virus that can be transmitted to persons who have close contact with the vaccinee and the risks in contacts are the same as those stated for vaccinees.
Adverse Reactions
Common adverse reactions include inoculation site signs and symptoms, lymphadenitis, and constitutional symptoms, such as malaise, fatigue, fever, myalgia, and headache.
To report Suspected Adverse Reactions, contact Emergent BioSolutions at 1-877-246-8472 (U.S.), 1-800-768-2304 (Canada), or [email protected]; or VAERS at 1-800-822-7967 or https://vaers.hhs.gov.
Please see the full Prescribing Information for ACAM2000® for complete Boxed Warning and safety information.
About Emergent BioSolutions
At Emergent, our mission is to protect and save lives. For over 25 years, we’ve been at work preparing those entrusted with protecting public health. We deliver protective and life-saving solutions for health threats like smallpox, mpox, botulism, Ebola, anthrax and opioid overdose emergencies. To learn more about how we help prepare communities around the world for today’s health challenges and tomorrow’s threats, visit our website and follow us on LinkedIn, X, Instagram, Apple Podcasts and Spotify.
Safe Harbor Statement
This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical fact, including statements regarding the expected timing for delivery of the ACAM2000® vaccine, are forward-looking statements. We generally identify forward-looking statements by using words like “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “forecast,” “future,” “goal,” “intend,” “may,” “plan,” “position,” “possible,” “potential,” “predict,” “project,” “should,” “target,” “will,” “would,” and similar expressions or variations thereof, or the negative thereof, but these terms are not the exclusive means of identifying such statements. Forward-looking statements are based on our current intentions, beliefs, and expectations regarding future events based on information that is currently available. We cannot guarantee that any forward-looking statement will be accurate. Readers should realize that if underlying assumptions prove inaccurate or if known or unknown risks or uncertainties materialize, actual results could differ materially from our expectations. Readers are, therefore, cautioned not to place undue reliance on any forward-looking statements. Any forward-looking statement speaks only as of the date of this press release, and, except as required by law, we do not undertake any obligation to update any forward-looking statement to reflect new information, events, or circumstances. Readers should consider this cautionary statement, as well as the risk factors identified in our periodic reports filed with the U.S. Securities and Exchange Commission, when evaluating our forward-looking statements.
Investor Contact:
Richard S. Lindahl
Executive Vice President, CFO [email protected]
Media Contact:
Assal Hellmer
Vice President, Communications [email protected]
Solana DEXy za týden 12.–18. června zobchodovaly spot za 7,19 miliardy USD a překonaly Coinbase i Kraken. V roce 2025 už Solana dosáhla 1,6 bilionu USD kumulativního objemu.
Solana’s decentralized exchange ecosystem just quietly did something that would have sounded absurd two years ago. It out-traded some of the biggest centralized exchanges on the planet.
During the week of June 12-18, Solana DEXs processed $7.19 billion in spot trading volume. That figure placed the network ahead of Coinbase, which handled roughly $6.39 billion, and Kraken, which came in around $4.37 billion. The only centralized venues that stayed ahead were Binance at $34.39 billion and Bybit at $9.47 billion.
The numbers behind the surge Solana’s cumulative DEX volume for 2025 hit $1.6 trillion, capturing roughly 11.92% of the global market. That makes it the second-largest DEX market worldwide, trailing only Binance’s broader ecosystem.
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On one Thursday in mid-June, Solana’s DEX volume reportedly surpassed that of the New York Stock Exchange.
The platforms driving this activity are familiar names in the Solana ecosystem. Jupiter, the dominant aggregator that routes trades across multiple liquidity sources, sits at the center. Raydium, Orca, and Meteora handle large chunks of the direct trading volume.
What’s fueling the fire Memecoins deserve a lot of the credit, or blame, depending on your perspective. Solana has become the default launchpad for speculative token trading. The network’s low fees and fast confirmation times make it ideal for the kind of rapid-fire trading that memecoins attract.
Stablecoin pairs have become a significant portion of Solana’s DEX activity. DePIN projects, which tokenize physical infrastructure networks, have also contributed meaningful trading volume.
Throughout 2025 and into 2026, Solana has competed closely with Ethereum in DEX volume metrics.
What this means for investors Coinbase and Kraken generate revenue primarily through trading fees. When volume migrates to decentralized venues, those revenue streams face direct pressure.
Investors watching this space should pay attention to a few key risks. Solana’s network has a history of outages, though reliability has improved significantly. Regulatory scrutiny of DEX platforms is intensifying globally. There’s also concentration risk: Jupiter handles a disproportionate share of routing, which means a single protocol failure could cascade across the ecosystem.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
DeFi Development Corp. ukončila vazby s DeFi Development Corporation UK PLC a ukončila své první partnerství svého Solana treasury acceleratoru. DFDV už nemá v britské firmě podíl ani finanční expozici.
DeFi Development Corp. has officially ended its relationship with DeFi Development Corporation UK PLC, pulling the UK entity out of its Solana treasury accelerator program. The separation, effective June 29, 2026, means DFDV holds no equity stake, operational involvement, or financial exposure to its former British counterpart.
The move marks the conclusion of the first implementation of DFDV’s Treasury Accelerator, a program designed to spawn public treasury vehicles dedicated to accumulating Solana. Markets seemed to like the clarity: DFDV shares climbed roughly 4.16% on the announcement day, closing at $2.84.
What happened and why it matters DFDV UK originally launched on August 29, 2025, positioning itself as the first Solana-focused public treasury vehicle in the United Kingdom. The entity emerged from DFDV’s approximately 45% equity stake acquired during the purchase of Cykel AI. In plain English: DFDV bought into an AI company, rebranded the UK arm as a Solana treasury play, and now that experiment is over.
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The UK entity will rebrand back to Cykel AI PLC and pivot its focus toward artificial intelligence. A revolving credit facility that previously existed between the two companies has been terminated as part of the split.
DFDV’s Solana treasury strategy remains intact The parent company isn’t wavering from its own playbook. DFDV, which trades on the Nasdaq under the ticker DFDV, remains squarely focused on accumulating SOL through staking, validator management, and its broader treasury operations. The company formerly operated as Janover Inc. before adopting its Solana-centric strategy in April 2025.
As of January 2026, DFDV reported holding approximately 2.22 million SOL. The company tracks a proprietary metric called SOL Per Share, or SPS, which stood at about 0.0743 at that time. Think of SPS as the crypto treasury equivalent of book value per share. It tells investors how much Solana exposure each share of stock represents.
The key difference between a Bitcoin treasury approach and a Solana one is that staking revenue. Bitcoin treasuries are essentially buy-and-hold operations. Solana treasuries can grow their position organically through network participation. For DFDV, this means the SOL pile theoretically grows even without additional capital raises, though the company has used various financing mechanisms to accelerate accumulation.
What this means for investors The separation from DFDV UK can be read as a strategic housecleaning. By severing ties with an entity that’s pivoting away from Solana entirely, DFDV removes a potential source of confusion for investors trying to understand what the company actually does.
The 4.16% share price bump on the news suggests the market agrees with this interpretation.
Investors watching this space should track three things going forward: whether DFDV launches new Treasury Accelerator partnerships to replace the UK vehicle, how the SOL Per Share metric evolves in upcoming quarterly reports, and whether the company’s validator operations generate meaningful yield relative to the cost of capital used to acquire those SOL holdings in the first place.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Ansem, one of the most recognized voices in the Solana ecosystem, has airdropped roughly $7 million worth of the $ANSEM memecoin to Solana users. The distribution campaign, which unfolded between June 27 and June 29, represents one of the largest influencer-driven token giveaways in recent memory.
The goal is ambitious: grow the $ANSEM holder base from approximately 25,000 wallets to 1 million.
Inside the airdrop mechanics Ansem, who posts under the handle @blknoiz06, controls an estimated 604 million $ANSEM tokens. That’s somewhere between 60% and 66% of the total supply, worth anywhere from $30 million to $71 million depending on which price snapshot you use.
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The distribution methods varied across rounds. Some recipients received as little as $23 in tokens, while larger community-focused rounds engaged participants through social actions like following accounts or leaving comments.
Ansem has framed the initiative as a redistribution of Pump.fun creator fees rather than a traditional token launch. Those creator fees reportedly ranged from approximately $200,000 to $378,000 in a single week, providing a recurring revenue stream that funds ongoing distributions.
The numbers behind the frenzy The $ANSEM token, nicknamed “The Black Bull,” has seen its market cap climb above $66 million during late June 2026.
Early participants have done extraordinarily well. One trader reportedly turned an initial $2,330 investment into over $614,000, a 261x return.
Community building or concentration risk The $ANSEM token’s value proposition is, quite literally, one person’s reputation and willingness to keep distributing tokens. Ansem has indicated a commitment to further airdrops tied to the rising market cap, suggesting a structured plan rather than a one-off event.
Even after distributing $7 million worth of tokens, Ansem’s wallet still controls a dominant share of the supply. A 60%-plus ownership stake in any token means one entity has the theoretical ability to crash the price at any moment.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Nebius Group spustila Nebius AI Cloud Aether 3.6 s asistentem Echo pro cloudové operace a novými bezpečnostními a governance funkcemi. Zlepšila také úložiště, včetně 30% vyšší čtecí propustnosti Object Storage s jednovláknovými klientskými připojeními a podpory clusterů až do 100 PB.
Key Takeaways Nebius Group launched AI Cloud Aether 3.6, introducing Echo for AI-powered cloud operations.NBIS added managed SkyPilot, customer-managed encryption keys and governance upgrades.Nebius Group boosted storage with higher bandwidth, IOPS gains and support for 100 PB clusters. As AI adoption accelerates, cloud providers need intelligent infrastructure, security, operational efficiency and developer-friendly experiences. Addressing these evolving needs, Nebius Group N.V. (NBIS - Free Report) has unveiled Nebius AI Cloud Aether 3.6, a wide range of enhancements focused on developer productivity, enterprise-grade security, governance and storage performance. The release also marks the debut of Nebius Echo, an AI-powered infrastructure assistant that represents NBIS’ vision for agentic cloud computing.
Echo can answer cloud-related questions and execute core infrastructure operations while incorporating built-in guardrails to prevent accidental or unsafe actions. Powered by open-source models running on Nebius Token Factory, the assistant is designed specifically for production cloud environments. This first preview supports core cloud services, while Nebius has outlined an ambitious roadmap that includes infrastructure debugging, multi-step infrastructure provisioning, infrastructure-as-Code deployments and smarter resource recommendations.
A notable enhancement is the Managed Service for SkyPilot, providing one-click integration without requiring teams to maintain their own control plane. This simplifies multi-cloud AI workload orchestration while reducing operational overhead. Also, it rolled out several enterprise-focused capabilities that strengthen data protection and governance. A new Key Management Service enables organizations to manage their own encryption keys using Customer-Managed Encryption Keys.
Additional storage enhancements include a 30% increase in read bandwidth for Object Storage with single-threaded client connections, three times more IOPS for 4 KB file operations, up to 100 times higher metadata IOPS for metadata-heavy workloads and shared filesystem validation supporting clusters up to 100 PB. AI Cloud 3.6 meets the growing demand for autonomous, production-ready AI infrastructure. As enterprises adopt agentic AI, Nebius is evolving beyond a cloud provider with AI-powered tools like Nebius Echo, while ongoing infrastructure investments and partnerships strengthen its competitive edge in the AI cloud market.
NBIS vs. AI Rivals: A Competitive ComparisonCoreWeave, Inc. (CRWV - Free Report) recently demonstrated the strength of its AI-native cloud platform in the MLPerf Training v6.0 benchmark, completing the training of the DeepSeek-V3 671B model in just 2.02 minutes using 8,192 NVIDIA GB300 NVL72 GPUs. It served as a powerful validation of the company's AI cloud platform, poised to accelerate customer adoption while strengthening its competitive position. It also became the first AI cloud provider to complete the bring-up and full system-level validation of NVDA Vera Rubin NVL72, a next-generation AI platform, positioning CRWV at the forefront of next-generation AI infrastructure and strengthening its competitive advantage in the rapidly expanding AI cloud market.
Microsoft (MSFT - Free Report) capitalizes on AI business momentum and Copilot adoption alongside Azure cloud infrastructure expansion. The Azure AI platform continues to benefit from demand across AI and non-AI services, with customer demand exceeding available capacity. It added another GW of capacity during the quarter and remains on track to double its overall data center footprint within two years. New data center investments were announced across four continents. In May, it signed new agreements with U.S. and U.K. government partners, the Center for AI Standards and Innovation and the AI Security Institute to advance AI testing and safety evaluation frameworks.
NBIS Price Performance, Valuation and EstimatesShares of Nebius have gained 187.1% year to date compared with the Internet–Software and Services industry’s growth of 14.9%.
Image Source: Zacks Investment Research
From a valuation standpoint, NBIS trades at a forward price-to-sales of 8.83X, higher than the industry’s 4.3X.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for NBIS’ earnings for 2026 has been revised upward over the past 60 day
Image Source: Zacks Investment Research
NBIS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Více než 550 000 BTC se přesunulo na vkladové adresy spojené s Binance a OKX, když Bitcoin znovu testoval oblast 60 000 USD. Podle CryptoQuant to může zvyšovat krátkodobý prodejní tlak, ale zatím nejde o potvrzený výprodej.
More than 550,000 BTC moved to deposit addresses linked to Binance and OKX as Bitcoin retested the $60,000 area, according to CryptoQuant analyst Darkfost. The transfers came during a weak period for Bitcoin, when traders have focused on whether the $59,000–$60,000 range can hold as support.
Summary
More than 550k BTC moved to Binance and OKX deposit addresses during Bitcoin’s $60k retest. CryptoQuant says the spike may show potential selling pressure, but not completed market sales yet. Recent exchange data shows BTC holdings rising while stablecoin balances decline across major trading platforms. “550 000 BTC flood Binance and OKX a level last seen during the 2023 Bear Market,” Darkfost wrote. The analyst said more than 220,000 BTC moved to Binance-linked deposit addresses, while more than 330,000 BTC moved to OKX-linked deposit addresses.
🗞️ 550 000 BTC flood Binance and OKX a level last seen during the 2023 Bear Market
BTC has been moving sideways since February, after testing the $60,000 level for the first time.
→ This sideways action makes investors even more sensitive to the smallest price moves,… pic.twitter.com/xUH9PKmrvF
— Darkfost (@Darkfost_Coc) June 29, 2026 The data does not mean that all coins were sold. Deposit addresses are often the first stop before funds move into an exchange’s main wallets. Users may send BTC there for selling, collateral, trading, custody changes or internal transfers. Still, large exchange-bound flows often draw attention because they can raise near-term sell-side pressure.
Bitcoin’s $60k level remains under pressure The move came as Bitcoin tested a key price area after several weeks of weaker trading. A recentBitcoin price analysis said BTC briefly fell below $59,000 as ETF outflows and long liquidations hit the market. The same report said short-term holders were sending coins to exchanges at a loss, raising questions about capitulation and seller exhaustion.
“BTC has been moving sideways since February, after testing the $60,000 level for the first time,” Darkfost wrote. He said that rangebound trading made investors more sensitive to small price moves near the edges of the range.
That context matters because Bitcoin traders often treat $60,000 as both a technical and psychological level. A clean recovery can ease pressure on leveraged positions. A break lower can invite more selling, especially when large deposit flows appear at the same time.
Binance and OKX flows raise caution Darkfost said the latest transfer activity was well above normal. He compared it with yearly averages of about 60,000 BTC for Binance-linked deposit addresses and about 95,000 BTC for OKX-linked deposit addresses. The latest totals were far higher than those figures.
“These inflows suggest that this new test of $60 000 sparked panic among many investors on Binance and OKX,” Darkfost wrote. The comment points to fear-driven transfers rather than proof of actual liquidation.
Recent exchange data also shows changing user balances across large platforms. A Binance proof-of-reserves report showed users added 25,838 BTC in May, lifting reported BTC holdings to about 630,000 BTC. The same snapshot showed USDT balances fell by about 460 million tokens.
Reserve data offers only a snapshot Proof-of-reserves and exchange-flow data can help traders track where coins move, but they do not show full intent. A transfer to a deposit address can lead to a sale, but it can also support derivatives trading, collateral moves or wallet management. That makes the size of the flow important, but not final evidence of market selling.
A recent proof-of-reserves explainer noted that exchange transparency tools show on-chain assets and, in stronger versions, customer liabilities. The guide also said such reports cannot fully confirm off-chain obligations, asset claims or long-term exchange health.
The latest CryptoQuant data adds another caution signal as Bitcoin trades near a watched support zone. If the coins later move into exchange wallets and sell orders rise, pressure could increase. If the transfers fade without heavy spot selling, the move may remain a stress signal rather than a confirmed selloff.
Bitmine nyní drží 5,7 milionu ETH, což představuje 4,7 % nabídky, a její kryptoměnové a hotovostní držby dosáhly 9,8 miliardy USD. Společnost byla také zařazena do indexu Russell 1000.
Bitmine owns 4.7% of the total ETH coin supply of 120.7 million
Bitmine is 94% of the way to the 'Alchemy of 5%' in just 11 months
Bitmine was added to the Russell 1000 Large-cap index on June 26, 2026
Bitmine's Series A Preferred Stock is trading on the NYSE under the symbol BMNP
Bitmine has 4,879,157 staked ETH, representing $7.7 billion at $1,569 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum staking destination for BMNR and institutional investors
Bitmine owns $74 million of Eightco, now one of the only publicly listed equities in the world to provide investors indirect exposure to OpenAI
Bitmine Crypto + Total Cash Holdings & Marketable Securities + "Moonshots" total $9.8 billion, including 5.70 million ETH tokens, total cash & marketable securities of $555 million, and other crypto holdings
Bitmine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support Bitmine's goal of acquiring 5% of ETH
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" or the "Company") a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto + total cash & marketable securities + "moonshots" holdings totaling $9.8 billion.
Bitmine Weekly Update
STAKING: BMNR now staking over 4.8 million ETH
ALCHEMY of 5%: BMNR ranked #240 by 5D avg daily $ volume
As of June 28, 2026 at 3:00pm ET, the Company's crypto holdings are comprised of 5,700,040 ETH at $1,569 per ETH, 206 Bitcoin (BTC), $180 million stake in Beast Industries, $74 million stake in Eightco Holdings ("moonshots") and total cash & marketable securities of $555 million. Bitmine's ETH holdings are 4.7% of the ETH supply (of 120.7 million ETH).
"The future roadmap for crypto remains positive as the dual drivers of Wall Street modernizing its legacy infrastructure on crypto rails and the future of agentic-AI payment systems on crypto rails remain intact. Bitmine remains focused on the longer-term horizon and continues to manage the company to be positively positioned for these exponential drivers," stated Thomas "Tom" Lee, Chairman of Bitmine.
"This past week was a challenging one for crypto investors as ETH fell by 8%, even as Ethereum witnessed notable positive developments such as the creation of Ethlabs, and even the Bank of England softened its stance around stablecoins. We are nearing quarter-end for June, and it is not surprising to see 'window dressing' leading to investors reducing their holdings in assets which have fallen in the past 3 months," stated Lee.
On June 26, Bitmine was added to the Russell 1000 Large-cap Index, in conjunction with the annual reconstitution of this index. The Investment Company Institute, or ICI, estimates that passive investment funds and ETFs typically represent 18-20% of the shares of a company.
"Being added to the Russell 1000 is expected to add hundreds and possibly thousands of additional institutional investors as equity owners of Bitmine," continued Lee.
On June 10, Bitmine closed its offering (the "offering") registered under the Securities Act of 1933, as amended, of 3,500,000 shares of 9.50% Series A Perpetual Preferred Stock (the "Series A Preferred Stock"), at a public offering price of $80.00 per share.
The Company received net proceeds from the offering of approximately $273.8 million, after deducting the underwriting discounts and commissions and the Company's estimated offering expenses. The Series A Preferred Stock is trading on the NYSE under the symbol BMNP. The dividends for BMNP are scheduled to be paid weekly, subject to the terms of the applicable Certificate of Designations.
On June 11, 2026, Bitmine was named to the Fortune 100 Crypto List (link here). Fortune published this definitive ranking of the most influential companies in blockchain and draws on rigorous data analysis by Inca Digital and a survey of leading crypto experts, according Fortune Magazine.
On May 11, 2026, Bitmine released the latest Chairman's Message (link here) for May 2026.
"Over the past week, we acquired 27,084 ETH. We continue to maintain a steady pace of accumulation throughout 2026. We believe we are in the early stages of crypto spring. Bitmine is expected to reach the 'alchemy of 5%' sometime in 2026," stated Lee.
Bitmine recently launched MAVAN (the Made in American VAlidator Network), the institutional grade staking platform. While MAVAN was originally developed to support Bitmine's own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform.
As of June 28, 2026, Bitmine total staked ETH stands at 4,879,157 ($7.7 billion at $1,569 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $246 million on an annualized basis (using 2.75% 7-day BMNR yield)," stated Lee.
"Annualized staking revenues are now projected at $211 million. And this 4.9 million ETH is over 85% of the 5.7 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.75% (annualized)," continued Lee.
Bitmine's crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc., which reportedly owns 847,363 BTC valued at $50 billion. Bitmine remains the largest ETH treasury in the world.
Bitmine is one of the most widely traded stocks in the US. According to data from Fundstrat, the stock has traded average daily dollar volume of $643 million (5-day average, as of June 26, 2026), ranking #240 in the US, behind Monster Beverages (rank #239) and ahead of Oklo (rank #241) among 5,704 US-listed stocks (statista.com and Fundstrat research).
Bitmine management believes the GENIUS Act and Securities and Exchange Commission's (the "SEC") Project Crypto are as transformational to financial services in 2025 as US action on August 15, 1971 ending Bretton Woods and the USD on the gold standard 54 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans and financial and payment rails of today. These proved to be better investments than gold.
The Chairman's message can be found here:
https://www.Bitminetech.io/chairmans-message
The Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here: https://Bitminetech.io/investor-relations/
To stay informed, please sign up at: https://Bitminetech.io/contact-us/
About Bitmine
Bitmine (NYSE: BMNR) is a Bitcoin miner with operations in the US. The company is deploying its excess capital to be the leading Ethereum Treasury company in the world, implementing an innovative digital asset strategy for institutional investors and public market participants. Guided by its philosophy of "the alchemy of 5%," the Company is committed to ETH as its primary treasury reserve asset, leveraging native protocol-level activities including staking and decentralized finance mechanisms. The Company launched MAVAN (Made-in America VAlidator Network), a dedicated staking infrastructure for Bitmine assets, in 2026.
For additional details, follow on X:
https://x.com/bitmnr
https://x.com/fundstrat
Forward Looking Statements
This press release contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The statements in this press release that are not purely historical are forward-looking statements which involve risks and uncertainties. These forward-looking statements can be identified by terms such as "expects," "projects," "projected," "intends," "believes," "anticipates," "estimates," and similar expressions. This document specifically contains forward-looking statements regarding: (i) the Company's goals regarding ETH acquisition, including the 'Alchemy of 5%' initiative and the expectation that Bitmine will reach this goal sometime in 2026; (ii) the Company's beliefs and expectations regarding the cryptocurrency market, including the view that the future roadmap for crypto remains positive as the dual drivers of Wall Street modernizing its legacy infrastructure on crypto rails and the future of agentic-AI payment systems on crypto rails remain intact; (iii) the Company's belief that it is in the early stages of "crypto spring"; (iv) the expectation that being added to the Russell 1000 will add hundreds and possibly thousands of additional institutional investors as equity owners of Bitmine; (v) the Company's digital asset accumulation strategy and staking operations, including projected annualized ETH staking rewards of approximately $246 million (when Bitmine's ETH is fully staked by MAVAN and its staking partners) and current projected annualized staking revenues of approximately $211 million; (vi) MAVAN's intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure; (vii) management's belief that the GENIUS Act and SEC Project Crypto are as transformational to financial services as US action on August 15, 1971 ending Bretton Woods and the USD gold standard; and (viii) continued growth and advancement of the Company's Ethereum treasury strategy. In evaluating these forward-looking statements, you should consider various factors, including: Bitmine's ability to keep pace with new technology and changing market needs; Bitmine's ability to finance its current business, Ethereum treasury operations, and proposed future business; the competitive environment of Bitmine's business; market conditions affecting the trading price of the Company's common stock and Series A Preferred Stock; regulatory developments affecting digital assets, including the ultimate enactment and implementation of pending legislation and SEC initiatives; the volatility and unpredictability of digital asset prices; the performance, reliability, and security of the Company's staking operations; risks related to AI systems and their impact on cryptocurrency markets; and the future value of Bitcoin and Ethereum. Actual future performance outcomes and results may differ materially from those expressed in forward-looking statements. Forward-looking statements are subject to numerous conditions, many of which are beyond Bitmine's control, including those set forth in the Risk Factors section of Bitmine's Form 10-K filed with the SEC on November 21, 2025, as well as all other SEC filings, as amended or updated from time to time. Copies of Bitmine's filings with the SEC are available on the SEC's website at www.sec.gov. Bitmine undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
SailPoint dokončil akvizici Entro Security a zpřístupnil její řešení pro zabezpečení nelidských identit a přihlašovacích údajů zákazníkům. Finanční podmínky transakce nezveřejnil.
While others race to add session visibility or runtime threat detection, SailPoint is the first to bring deep machine discovery and autonomous AI agents directly under enterprise-grade governance and lifecycle management June 29, 2026 09:00 ET | Source: SailPoint Technologies, Inc.
AUSTIN, Texas, June 29, 2026 (GLOBE NEWSWIRE) -- SailPoint, Inc. (Nasdaq: SAIL), a leader in enterprise identity security, today announced it has completed its acquisition of Tel Aviv-based Entro Security, a pioneer in non-human identity (NHI) and credentials security. Entro's NHI and credentials security solutions are available now to SailPoint customers as standalone offerings, providing immediate, deep protection across cloud and hybrid environments as native platform integration continues.
As organizations rapidly adopt AI agents, machine identities, and automated workflows, the volume of NHIs has eclipsed human identities, creating a significant new attack surface. SailPoint with Entro stands alone in its approach, offering key architectural and operational advantages that set it apart from other recent industry moves. Together, Entro’s specialized controls with SailPoint Agentic Fabric, will provide a holistic identity security solution that bridges broad human accountability with the deep, granular security required for machine and agentic identities.
Mark McClain, CEO and Founder of SailPoint commented:
"Organizations are desperate for a way to manage the risk of the autonomous AI workforce. By officially bringing Entro into the SailPoint platform today, we are closing the AI governance gap. We aren’t just giving organizations another telemetry dashboard; we are delivering a real-time, unified control plane to govern, secure, and manage the lifecycle of every single identity—human, machine, or AI agent—across their global digital footprint."
Entro’s co-founders Itzik Alvas and Adam Cheriki join SailPoint's technology organization to continue developing the next-generation capabilities of identity security and to ensure continuous leadership and innovation as Entro's technology is natively integrated into the SailPoint Platform.
Itzik Alvas, Co-Founder and CEO of Entro said:
“Entro’s capabilities together with SailPoint Agentic Fabric is a game-changer that immediately solves a massive operational pain point for security teams. Starting today, Entro's solutions are available for SailPoint customers to instantly shine a light on their unmanaged machine credentials and AI agents. We are giving organizations what they have desperately needed: a single, comprehensive command center that actively governs human, machine, and agentic identities together, stopping credential abuse and posture drift in their tracks."
This completed transaction complements the recent launch of the SailPoint Agentic Fabric, its innovative solution for discovering, governing, and securing autonomous AI agents and machine identities.
Unmatched breadth of ownership and depth of secrets: SailPoint Agentic Fabric excels at managing the overarching human accountability, succession, and broad governance of non-human identities across standard business applications. Entro complements this by operating deeply within developer environments, automatically discovering and securing over 1,200 types of granular secrets, tokens, and certificates buried inside CI/CD pipelines, codebases, and container registries. By securing these secrets, organizations can expand their agent discovery, allowing them to govern AI agents based on the specific downstream resources and tools those agents are actively using.Holistic account context meets NHI-focused lineage: The combined solution brings together two powerful mapping capabilities. While SailPoint Agentic Fabric builds a unified identity graph that connects the dots between human users, entitlements, machines, and agents, Entro introduces a highly specific lineage map indexed directly on secret and credential usage. This combination allows security teams to trace exactly which application, script, or agent is actively utilizing a specific secret at any given moment.From governance workflows to active runtime defense: SailPoint Agentic Fabric
delivers its powerful, workflow-driven compliance engines (such as certifications, separation of duties, and lifecycle management), while Entro introduces proactive, technical runtime security. By also leveraging their innovative NHIDR technology, Entro actively monitors token behavior to detect anomalies, intercepts malicious AI tool calls, and safeguards against prompt security threats in real-time. The inclusion of embedded Small Language Models (SLMs) intelligently recommends real-time threat remediations. Learn more about how SailPoint Agentic Fabric and its Entro NHI discovery and credentials solutions are defining the future of identity security for the agentic era. Come see demos of these solutions live at Black Hat, Booth 5639, and Ai4, Booth 410. Email [email protected] to schedule a meeting.
Financial terms of this transaction were not disclosed.
About SailPoint
SailPoint (Nasdaq: SAIL) is defining the new era of adaptive identity security. In a world where non-human identities now significantly outnumber humans, our AI-powered platform unifies identity, security, and data intelligence to protect today’s enterprise from advanced identity-based threats. We deliver the identity solution that spans both the breadth of identities and the depth of context needed to drive real-time access with confidence. Built on principles like zero-standing privilege and contextualized risk, our SailPoint platform transforms identity from a point of vulnerability into a powerful security advantage. Trusted by many of the world's leading organizations, SailPoint secures the enterprise with intelligent, autonomous identity security.
Forward-Looking Statements
This press release may contain “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995, including with respect to SailPoint’s expectations regarding its acquisition of Entro. In some cases, you can identify forward-looking statements because they contain words such as “may,” “will,” “expects,” “plans,” “anticipates,” “could,” “would,” “plan to,” “intend to,” “believe,” or “goal” or the negative of these words or other similar terms or expressions that concern our expectations, strategy, plans or intentions. These forward-looking statements are not guarantees of future performance, but are based on management's current expectations, assumptions and beliefs concerning future developments and their potential effect on us, which are inherently subject to uncertainties, risks and changes in circumstances that are difficult to predict. Our expectations expressed or implied in these forward-looking statements may not turn out to be correct. The development, release, and timing of any features or functionality described for SailPoint’s products that are not currently available remain at SailPoint’s sole discretion on a when, and if available, basis, may not be delivered at all and should not be relied on in making a purchasing decision, and could be materially different from our expectations because of various risks.
Important factors, some of which are beyond our control, that could cause actual results to differ materially from our historical results or those expressed or implied by these forward-looking statements include the following: our ability to deepen our relationships with existing customers; the growth in the market for identity security solutions; our ability to maintain successful relationships with each of our partners; our ability to compete successfully against current and future competitors; the increasing complexity of our operations; our ability to maintain and enhance our brand or reputation as an industry leader and innovator; unfavorable conditions in our industry or the global economy; our ability to successfully introduce, use, and integrate artificial intelligence (AI) with our solutions; breaches in our security, cyber attacks, or other cyber risks; interruptions, outages, or other disruptions affecting the delivery of our SaaS solution or any of the third-party cloud-based systems that we use in our operations; our ability to adapt and respond to rapidly changing technology, industry standards, regulations, or customer needs, requirements, or preferences; real or perceived errors, failures, or disruptions in our platform or solutions; and the ability of our platform and solutions to effectively interoperate with our customers’ existing or future IT infrastructures.
More information on these risks and other potential factors that could affect our financial results is included in our reports and other documents filed with the Securities and Exchange Commission including in the “Risk Factors” and “Management’s Discussion and Analysis of Financial Condition and Results of Operations” sections in our most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. Any forward-looking statement speaks only as of the date as of which such statement is made, and, except as required by law, we undertake no obligation to update or revise publicly any forward-looking statements, whether because of new information, future events, or otherwise.
Media relations for SailPoint
Shannon Paulk
Sr. Manager, Corporate Communications
303-748-2275 [email protected]
JPMorgan jmenoval Douga Petna a Troye Rohrbaugha spoluprezidenty; Petno povede CIB a Rohrbaugh CCB po odchodu Marianne Lake. Banka zároveň plánuje zvýšit dividendu a schválila zpětný odkup akcií v objemu 50 mld. USD.
Key Takeaways JPMorgan named Doug Petno and Troy Rohrbaugh co-presidents in its latest leadership reshuffle.Petno will lead CIB, while Rohrbaugh will oversee CCB after Marianne Lake's planned retirement.JPMorgan plans to raise its dividend and has authorized a $50B buyback amid succession planning. JPMorgan’s (JPM - Free Report) latest leadership reshuffle will likely shape the bank’s next phase of growth. The company has promoted Doug Petno and Troy Rohrbaugh as co-presidents, giving both executives direct oversight of its two largest businesses. Petno will become the sole CEO of the Commercial & Investment Bank (CIB). At the same time, Rohrbaugh will take charge of Consumer & Community Banking (CCB), replacing Marianne Lake, who is retiring after more than 25 years with the firm.
The appointments signal JPM’s intent to maintain stability while preparing for a future beyond long-serving CEO Jamie Dimon. By placing Petno and Rohrbaugh in charge of major business lines, the board is giving both leaders a broader platform to prove their ability to manage at scale, drive profitability and guide strategy amid complex market conditions. In 2025, CIB and CCB segments contributed 42.2% and 40.9% of total net revenues, respectively.
For investors, the changes suggest continuity rather than a shift in direction. JPMorgan remains focused on disciplined growth, strong client relationships and enhanced shareholder returns. The leadership move comes as the bank continues to benefit from its dominant market position, broad revenue base and strong capital profile. In sync with this, last week, the bank announced plans to raise its quarterly dividend and authorized a $50 billion share repurchase program.
The latest reshuffle also narrows the succession discussion, although the final CEO transition timeline remains uncertain. Petno’s experience in commercial and investment banking and Rohrbaugh’s new exposure to consumer banking could strengthen JPMorgan’s leadership bench over time.
A stable leadership bench could help sustain investor confidence as Jamie Dimon remains CEO for now. Dimon, the longest-tenured CEO among major U.S. banks, has led the firm for nearly two decades and has no immediate plans to step down. Though the transition timeline remains uncertain, the next few years will be critical in proving who can lead JPMorgan beyond the Dimon era.
Succession Planning of JPMorgan’s Close PeersAmong JPM’s closest peers are Bank of America (BAC - Free Report) and Citigroup (C - Free Report) .
Like JPM, Bank of America announced major leadership changes in September 2025. Bank of America’s leadership reshuffle underscores deliberate succession planning, with Dean Athanasia and Jim DeMare named co-presidents while Alastair Borthwick remains CFO. The move aims to ensure continuity under long-time CEO Brian Moynihan, reduce transition risk and strengthen execution across the bank’s business lines.
Citigroup has undertaken leadership changes tied to succession and business simplification, but it has not announced a major CEO succession reshuffle like JPMorgan or Bank of America. The key move is the CFO transition from Mark Mason to Gonzalo Luchetti. This, along with structural changes in U.S. Personal Banking, aimed at supporting Jane Fraser’s transformation strategy and improving execution at Citigroup.
JPMorgan’s Price Performance, Valuation and EstimatesJPM’s shares have gained 16% over the past three months.
Image Source: Zacks Investment Research
From a valuation standpoint, JPMorgan trades at a 12-month trailing price-to-tangible book (P/TB) of 3.20X, slightly below the industry average.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for JPMorgan's 2026 earnings indicates a 10.3% year-over-year rise, while 2027 earnings are expected to grow at a rate of 6.5%. Over the past month, earnings estimates for 2026 and 2027 have moved higher to $22.43 and $23.89, respectively.
Image Source: Zacks Investment Research
JPMorgan currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Beauty zůstává pro Target jedním z nejsilnějších růstových motorů: výnosy v 1. čtvrtletí vzrostly o 9,6 % na 3,398 miliardy USD. Letos se Target Beauty Studio rozšíří do více než 600 obchodů.
Key Takeaways Target's beauty sales rose 9.6% in Q1, extending the category's growth streak to 10 years.Target Beauty Studio will roll out to 600-plus stores, creating a more immersive shopping experience.Inventory gains, fresh assortments and new staffing models are helping Target deepen guest engagement. Beauty remains one of Target Corporation’s (TGT - Free Report) most dependable growth categories, fueled by fresh merchandise innovation and an elevated shopping experience. During the first quarter of fiscal 2026, net sales for the category climbed 9.6% year over year to $3,398 million. Management described beauty as one of the key pillars for Target, with the category delivering growth for 10 consecutive years.
The category has benefited from Target's emphasis on trend-right assortments, value-driven pricing and strong brand partnerships, reinforcing its position as a destination for beauty shoppers rather than simply another department within the store.
Target is preparing a broader transformation with the rollout of Target Beauty Studio across more than 600 stores later this year. The concept is designed to create a more immersive, discovery-focused environment while showcasing trending products and strengthening service levels. Management noted that beauty requires a premium shopping experience alongside premium brands, making store presentation and guest interaction as important as merchandise selection.
Operational improvements are also supporting the category. Target is testing new staffing and operating models intended to free up more time for team members to assist shoppers during peak periods. At the same time, better inventory availability in frequently purchased categories, such as beauty, is helping reduce friction for guests. Combined with continued assortment refreshes and investments in the in-store experience, beauty remains central to Target's merchandising strategy as the company works to deepen guest engagement and reinforce its position within the category.
What the Latest Metrics Say About TargetTarget, which competes with Dollar General Corporation (DG - Free Report) and Costco Wholesale Corporation (COST - Free Report) , has seen its shares jump 18.1% over the past three months against the industry’s 0.2% decline. While shares of Dollar General have risen 1.4%, Costco has fallen 4.5% in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Target's forward 12-month price-to-earnings ratio stands at 16.38, lower than the industry’s ratio of 30.91. However, TGT is trading above its 12-month median level of 13.46.
Target is trading at a discount to Costco (with a forward 12-month P/E ratio of 43.11) but at a premium to Dollar General (15.71).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Target’s current financial-year sales and earnings per share implies year-over-year growth of 3.9% and 10.3%, respectively. For the next fiscal year, the consensus estimate indicates a 2.9% rise in sales and 6.4% growth in earnings.
The consensus estimate for earnings per share for the current and next fiscal year has increased by 2 cents and 3 cents to $8.35 and $8.89, respectively, over the past 30 days.
Image Source: Zacks Investment Research
Target currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
BNP ponechává Royal Caribbean na Outperform, protože případné zpoždění projektu Perfect Day Mexico považuje za zvládnutelné. U Norwegian vidí delší cestu k obratu kvůli provozním a cenovým problémům.
Following meetings with investor relations teams at both companies, BNP reiterated its Outperform rating on Royal Caribbean while maintaining a Neutral rating on Norwegian, arguing that Royal’s biggest overhang—a likely delay to its Perfect Day Mexico project—is manageable, while Norwegian continues to grapple with operational and pricing issues that could take much longer to resolve.
Royal Caribbean’s Mexico Project May Be DelayedThe biggest uncertainty surrounding Royal Caribbean remains Perfect Day Mexico after Mexican authorities declined to approve the project in its current form.
Even if Perfect Day Mexico slips, Royal will still have Royal Beach Club Cozumel opening in early 2028 and, if necessary, could eventually explore alternative destinations such as Belize or Honduras.
Norwegian’s Turnaround Still Has Hurdles To ClearSiew sees a more complicated road ahead for Norwegian. While management has acknowledged that improving yields will take time, the brokerage believes new issues continue to emerge, making a meaningful recovery before 2027 increasingly difficult.
Among the concerns Siew highlighted are pricing decisions that may have prioritized filling ships over maximizing yields, continued leadership changes, including the search for a chief marketing officer, “open jaw” European itineraries, and questions surrounding booking management.
The firm believes those execution issues could weigh on performance into next year, even as Norwegian’s Great Tides water park at Great Stirrup Cay is now expected to open on schedule in September.
Siew noted the attraction could boost both admission revenue and cruise ticket pricing over time, but argued it is unlikely to offset the broader operational challenges facing the company.
For investors choosing between the two cruise stocks, BNP’s takeaway was clear: Royal Caribbean appears to be managing through a temporary project delay, while Norwegian is still working toward a broader business turnaround that may not fully materialize until the second half of 2027.
Photo Courtesy: lia_mistral on Shutterstock.com
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Qualcomm se rychle přeorientovává na AI, koupila Modular za zhruba 4 miliardy USD a Meta s ní uzavřela víceletou dohodu o využití čipů v datacentrech. Firma čeká do fiskálního roku 2029 přes 15 miliard USD výnosů z AI infrastruktury.
Many technology companies were off to the races when the AI boom first started, but Qualcomm (QCOM 2.39%) initially seemed slow to adapt.
Not anymore. The company has shifted its strategy toward artificial intelligence processors, applying its existing knowledge of edge computing to AI. It recently made a nearly $4 billion acquisition of an AI company to expand its reach for data center tech. No wonder its shares are up 66% over the past three months.
Better yet, Qualcomm's shares are still a great deal compared to the broader tech sector. Here's why it might be worth buying this AI stock right now.
Image source: Getty Images.
Qualcomm's big shift to AI Qualcomm has been busy expanding its AI footprint, and a few notable shifts make the company's AI angle intriguing.
Most recently, Qualcomm acquired the AI company Modular in an all-stock deal valued at about $4 billion. Modular makes software that can run any AI model across many different hardware platforms. It also has an AI coding language.
The purchase means Qualcomm expands its ability to benefit from growth in the AI data center infrastructure market through software. Adding the new programming language could help it compete with Nvidia (NVDA 0.86%) and its CUDA language.
Nvidia is a formidable opponent, of course, but Qualcomm is taking aim at the AI inference market, where Nvidia is vulnerable. Nvidia's graphics processing units (GPUs) have dominated the data center market for years, but tech companies are realizing that custom processors (which Qualcomm sells) can be better for AI inference and general tasks.
To help capture this market, Qualcomm just debuted its new Dragonfly C1000 CPU at its recent investor day, launching a powerful enterprise data center chip. The company is already inking deals with hyperscalers, with Meta announcing it has entered a multi-year agreement to use Qualcomm's processors in its data centers.
What's more, Qualcomm's management estimated that by fiscal 2029, the company will have more than $15 billion in AI infrastructure revenue. That's up from essentially nothing right now.
Finally, Qualcomm has been selling processors for everything from smartphones to cars for years. These chips are part of what's called edge computing, in which most processing is done on the device rather than in the cloud.
AI edge computing is likely to continue to expand as demand for advanced hardware increases. Consider that Apple, one of the world's largest hardware companies, touts on-device processing for its next-generation Siri AI software.
When considering its AI data center opportunities alongside its edge computing processors and other markets, Qualcomm's management recently said the company will have a $1.7 trillion total addressable market by 2030.
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It could be a smart move to own some Qualcomm stock There's no guarantee that all of Qualcomm's AI ambitions will pan out, of course. However, the company's stock is so inexpensive right now that it might be worth starting a new position in case things heat up for Qualcomm.
Its shares have a price-to-earnings ratio of just 21 right now, far below the tech sector average of 44. For a technology leader that's making smart moves into AI, that's quite a bargain.
Investors will need to keep a close eye on how well the company executes on its new chip deal with Meta and how much sales and earnings it actually brings in. They'll also want to keep watch to see how well Qualcomm uses its new Modular purchase to improve its expanding AI offerings.
Some of these things will take a little time to shake out, so investors should be patient as they wait to see how well Qualcomm executes on its plans. At such a low price, buying Qualcomm stock right now could allow investors to benefit from the company's big AI push.
Qualcomm po dni pro investory zvýšil cíl tržeb mimo telefony pro rok 2029 na 40 miliard USD a cíl pro AI datacentra na 15 miliard USD. To vyvolalo předobchodní růst o 12 %.
Our Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) price prediction sits well above where the sell side has landed, and that gap is the entire story. Wall Street’s consensus target of $186.50 implies downside from today’s quote.
Our model sees the opposite. The 24/7 Wall St. price target for Qualcomm is $257.53, pointing to roughly 25.69% upside over the next 12 months, with a 90% confidence read. The recommendation is buy.
24/7 Wall St. Price Target Summary Metric Value Current Price $204.90 24/7 Wall St. Price Target $257.53 Upside 25.69% Recommendation BUY Confidence Level 90% A Sharp Pullback After an Even Sharper Rally Qualcomm has had a wild quarter. The stock is up 21.03% year to date and 34.18% over the past year, but shares have given back 17.34% over the last month after touching $258.96 in May. The recovery off the March low near $129.39 followed a blowout Q1 FY26 earnings report and a Q2 report that delivered $2.65 non-GAAP EPS on $10.6 billion in revenue, a 3.67% EPS beat and the fourth consecutive quarter topping consensus.
The June 24 Investor Day was the catalyst behind this week’s bullish chatter. Management doubled the 2029 non-handset revenue target to $40 billion and laid out a $15 billion AI data center sales target, which triggered a +12% pre-market reaction. Retail sentiment on r/wallstreetbets jumped to 76 on the news.
The Case for $267 and Higher The bull thesis rests on diversification finally cracking the “Qualcomm is just a handset story” narrative. Q2 FY26 automotive revenue hit a record $1.33 billion, up 38% YoY, while IoT grew 9%. CEO Cristiano Amon flagged that a “leading hyperscaler custom silicon engagement is on track for initial shipments later this calendar year,” validating the data center entry.
Add the Alphawave Semi acquisition, the Snapdragon AI-at-the-edge roadmap, a fresh $20 billion buyback authorization, and our bull case targets $267.77, a 30.69% total return.
The Risks Worth Watching Q3 FY26 guidance of $9.2 billion to $10 billion in revenue and non-GAAP EPS of $2.10 to $2.30 implies another sequential decline. Handsets fell 13% YoY on memory supply constraints and China softness. Apple’s eventual modem in-sourcing, customer vertical integration, and US-China trade friction are real overhangs, and insider activity skews to net selling.
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That said, management expects Chinese handset revenue to bottom in Q3 and recover sequentially. Bears would also note operating income dropped 26% YoY, though heavy data center R&D is a big reason why. Our bear case lands at $208.91.
Qualcomm Price Prediction 2026-2030 The 24/7 Wall St. price target of $257.53 reflects high confidence that the data center optionality is mispriced at a forward P/E of 18x. I’d be a buyer here if the hyperscaler shipments land on schedule in late 2026 and China handsets stabilize as guided.
I’d stay on the sidelines if Q3 guidance is cut again or if the Apple modem transition accelerates. The setup favors the bulls.
Looking further ahead, here is where our model projects QCOM could trade, assuming the data center ramp and FY29 revenue goals stay on track.
Year 24/7 Wall St. Price Target 2026 $257 2027 $295 2028 $335 2029 $370 2030 $400 These projections assume Qualcomm executes on its $40 billion non-handset 2029 target. Significant downside could result from Apple’s modem transition or a hyperscaler engagement slipping into 2027.
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IBM má podle článku bezpečnou dividendu: volný peněžní tok pokryl výplatu z 54 % a firma zvyšuje dividendu už 31 let. Management navíc čeká v roce 2026 růst tržeb i volného peněžního toku.
IBM (NYSE:IBM | IBM Price Prediction) has quietly become a cash-generating utility for corporate AI orchestration, sitting on a $255.3 billion market cap with a $12.5 billion generative AI book of business. For income investors who dismiss enterprise tech as too volatile for a retirement portfolio, the question is simple. Is the dividend safe?
Dividend Snapshot Metric Value Annual Dividend $6.76 per share Dividend Yield 2.49% Consecutive Years of Increases 31 years Most Recent Increase $1.68 to $1.69 (April 2026) Dividend Aristocrat Yes (not yet a King) Payout Ratios Leave Real Room to Breathe In 2025, IBM paid $6.255 billion in common dividends against $11.575 billion of free cash flow. That is a comfortable FCF payout ratio of 54%. Earnings per share came in at $11.59 against roughly $6.72 in dividends, so about 58% of profits funded the payout.
Metric TTM Value Assessment Earnings Payout Ratio 58% Healthy FCF Payout Ratio 54% Healthy Operating Cash Flow Coverage 2.1x Strong FCF coverage has held between 1.44x and 1.91x for five straight years. That is the kind of consistency a retiree wants.
Debt Is the One Wrinkle Worth Watching Metric Value Assessment Debt-to-Equity 1.87x Moderate Net Debt-to-EBITDA 2.8x Manageable Interest Coverage 6.3x Strong Cash on Hand $10.8B Solid Buffer Total debt sits at $61.3 billion, up about $6.3 billion after the Confluent deal. EBIT of $12.26 billion covers $1.94 billion in interest 6.3 times. Service costs are not crowding out the dividend.
31 Years of Increases, Slow but Steady Year Annual Dividend 2026 (run rate) $6.76 2025 $6.72 2024 $6.66 2023 $6.63 2022 $6.59 Growth is slow, near 1% annually recently, but uninterrupted. IBM has paid quarterly dividends every year since 1916.
Krishna Backs Up the Cash Story CEO Arvind Krishna told investors on the Q1 2026 call: “Given this strong start, we continue to expect more than 5 percent constant currency revenue growth and an increase of about $1 billion in year-over-year free cash flow in 2026.” Guiding to roughly $15.7 billion of FCF against a $6.3 billion dividend obligation gives management plenty of room.
Verdict: Safe, With Eyes on the Balance Sheet Dividend Safety Rating: Safe. FCF covers the payout nearly 2x, interest coverage is north of 6x, and management is guiding to higher cash generation. I would be comfortable owning IBM for income if the software and Red Hat acceleration continues funding the dividend organically. I would get cautious if acquisition-driven debt climbs past 3.5x EBITDA or FCF guidance slips. For now, this is a cash-rich AI sanctuary that fits a retiree’s portfolio.
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Akcie Charter Communications vyskočily o více než 24 % po zprávě, že jedná se SpaceX o partnerství při nabídce mobilních služeb. Dohoda zatím nebyla uzavřena.
Charter Communications shares CHTR surged over 24% in premarket trading on Monday after a Bloomberg report said the cable and broadband giant was in discussions with SpaceX over a potential partnership to offer consumer mobile services.
According to the report, executives from SpaceX and Charter have held high-level talks about working together on a mobile phone offering.
While the discussions remain private and no agreement has been finalized, investors welcomed the possibility of Charter becoming a key partner in SpaceX's expanding consumer connectivity ambitions.
People familiar with the discussions told Bloomberg that Charter, the largest home internet provider in the United States, could route some of SpaceX's mobile traffic through its ground-based internet infrastructure, similar to how it currently supports its Spectrum Mobile service.
Such an arrangement would advance SpaceX's plans to become a broader direct-to-consumer mobile provider rather than relying solely on partnerships with established wireless carriers.
The discussions gained added significance after the Financial Times reported on Friday that SpaceX intends to offer mobile services directly to consumers.
To achieve that goal, the company will require significant mobile spectrum holdings alongside extensive terrestrial infrastructure to complement its satellite network.
SpaceX has already been strengthening its wireless assets.
The company recently acquired mobile spectrum in the Federal Communications Commission's AWS-3 auction after purchasing additional spectrum rights from EchoStar last year.
"Starlink Mobile will far exceed Starlink broadband in the home," SpaceX President Gwynne Shotwell recently told CNBC.
"Not everybody is going to need broadband, a Starlink broadband, in their homes. There's lots of other options as well. But I think the numbers of users of Starlink Mobile will far exceed our Starlink broadband."
Currently, SpaceX offers Starlink Mobile as a $10-per-month add-on through T-Mobile, allowing users to send text messages and make internet-based calls in remote areas beyond conventional cellular coverage.
For Charter, a partnership with SpaceX could mark a strategic shift at a time when investors have become increasingly concerned about Starlink's growing competitive threat.
Despite expanding its wireless business through Spectrum Mobile and agreeing last year to merge with Cox Communications, Charter's shares have fallen about 36% so far this year as Wall Street reassessed the risks posed by satellite broadband.
Through Spectrum Mobile, Charter currently provides wireless services using infrastructure agreements with T-Mobile and Verizon while routing a substantial portion of customer traffic over its own Wi-Fi network.
The addition of Cox is expected to expand Charter's subscriber base by more than 20%, strengthening its position in broadband and mobile services.
Investor sentiment toward Starlink has shifted sharply over the past year.
For years, the satellite internet business was largely viewed as serving rural areas lacking access to cable or fibre broadband.
However, its rapid subscriber growth and expansion into commercial aviation have prompted analysts to reassess its long-term competitive impact.
Starlink has doubled its subscriber base annually in recent years while securing major broadband contracts with airlines including American Airlines and United Airlines.
Wolfe Research analyst Peter Supino recently warned that Starlink could become "a comet bearing down on broadband incumbents."
Wall Street is increasingly concerned that SpaceX could begin taking broadband market share from cable operators including Charter and Comcast, as well as fibre providers such as AT&T and Verizon.
Among those companies, cable operators are widely regarded as the most exposed because broadband services generate the majority of their profits and rely on ageing network infrastructure.
Against that backdrop, any partnership between Charter and SpaceX could potentially transform a growing competitive threat into a strategic opportunity for both companies.
Following a successful launch on the brand's direct-to-consumer site, where it became the #1 selling product1, Beyond Steak Filet makes its retail debut
EL SEGUNDO, Calif., June 29, 2026 (GLOBE NEWSWIRE) -- Beyond Meat, Inc. (NASDAQ: BYND), otherwise known as Beyond The Plant Protein Company™, today announced the launch of Beyond Steak Filet at Wegmans and H-E-B. This announcement marks the first time Beyond Steak Filet is available to consumers at retail.
Since launching on the brand's direct-to-consumer site in October 2025, Beyond Steak Filet has received overwhelmingly positive feedback and has quickly become the site's #1 selling product2, with consumers praising its delicious taste, great texture, and strong nutritional profile. Packed with 28g of plant protein, 3g of fiber, and just 1g of saturated fat per serving, and made with mycelium and heart-healthy3 avocado oil, the whole-cut filet delivers the tender, juicy bite and flavor of a top-quality steak. Made with clean, simple ingredients, Beyond Steak Filet is one of more than 20 products across the brand's portfolio to have earned Clean Label Project Certification, which recognizes products that meet rigorous standards for purity and transparency. The plant-based cut also contains no added antibiotics or hormones and is Non-GMO Project Verified.
“I believe Beyond Steak Filet is our most compelling center-of-the-plate innovation since the Beyond Burger,” said Ethan Brown, Founder and CEO of Beyond Meat. “The product marks the introduction of the powerhouse ingredient mycelium into our portfolio and delivers 28g of clean protein with just 1g of saturated fat from avocado oil. Whereas consumers are typically advised to limit their consumption of steak, the remarkable nutritional profile of Beyond Steak Filet means you can turn any meal into a steak occasion.”
Crafted to sear beautifully, Beyond Steak Filet can be enjoyed in tacos, salads, and grain bowls, or served alongside your favorite sides for a steakhouse-inspired meal. For additional information about Beyond Steak Filet and to find a store near you, visit www.beyondmeat.com.
About Beyond Meat
Beyond Meat, Inc. (NASDAQ: BYND), otherwise known as Beyond The Plant Protein Company™, is a plant protein company offering a portfolio of plant-based products made with non-GMO ingredients, no added hormones or antibiotics, and 0mg of cholesterol per serving. Founded in 2009, Beyond Meat’s core products are designed to have the same taste and texture as animal-based meat while being better for people and the planet. The company’s brand promise, Eat What You Love®, represents a strong belief that there is a better way to feed our future and that the positive choices we all make, no matter how small, can have a great impact on our personal health and the health of our planet. By shifting from animal-based protein to plant-based protein, we can positively impact four growing global issues: human health, climate change, constraints on natural resources and animal welfare. Visit www.BeyondMeat.com and follow @BeyondMeat on Facebook, Instagram, Threads and LinkedIn.
Beyond Meat Forward Looking Statements
Certain statements in this release constitute “forward-looking statements.” These statements are based on management’s current opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results. These forward-looking statements are only predictions, not historical fact, and involve certain risks and uncertainties, as well as assumptions. Actual results, levels of activity, performance, achievements and events could differ materially from those stated, anticipated or implied by such forward-looking statements. While Beyond Meat believes that its assumptions are reasonable, it is very difficult to predict the impact of known factors, and, of course, it is impossible to anticipate all factors that could affect actual results. There are many risks and uncertainties that could cause actual results to differ materially from forward-looking statements made herein including, most prominently, the risks discussed under the heading “Risk Factors” in Beyond Meat’s Annual Report on Form 10-K for the year ended December 31, 2025 filed with the U.S. Securities and Exchange Commission (“SEC”) on April 9, 2026, Beyond Meat’s Quarterly Report on Form 10-Q for the fiscal quarter ended March 28, 2026 filed with the SEC on May 7, 2026, as well as other factors described from time to time in Beyond Meat’s filings with the SEC. Such forward-looking statements are made only as of the date of this release. Beyond Meat undertakes no obligation to publicly update or revise any forward-looking statement because of new information, future events or otherwise, except as otherwise required by law. If Beyond Meat does update one or more forward-looking statements, no inference should be made that Beyond Meat will make additional updates with respect to those or other forward-looking statements.
1 “#1 seller” refers exclusively to unit sales on Beyond Test Kitchen DTC website since October 2025. No comparison to broader market or category sales is intended or implied.
2 “#1 seller” refers exclusively to unit sales on Beyond Test Kitchen DTC website since October 2025. No comparison to broader market or category sales is intended or implied.
3 Diets low in saturated fat and cholesterol, and as low as possible in trans fat, may reduce the risk of heart disease.
Beyond Meat Launches Beyond Steak Filet at Wegmans and H-E-B Following a successful launch on the brand's direct-to-consumer site, where it became the #1 selling... Beyond Steak Filet is one of more than 20 products across the brand’s portfolio to have earned Clean... Packed with 28g of plant protein and mycelium, 3g of fiber, and only 1g of saturated fat from heart-...
Carnival Corporation dokončila rozšíření mola v Celebration Key na Bahamách o dvě nová stání. Destinace tak zvládne až čtyři lodě současně a více než 13 000 hostů denně.
Newly expanded pier adds two additional berths at world's largest cruise company's exclusive destination, supporting increased guest arrivals and operational flexibility
, /PRNewswire/ -- Carnival Corporation (NYSE: CCL), the world's largest cruise company, today announced the successful completion of its Celebration Key pier extension on Grand Bahama Island. The flagship expansion adds two new berths, enabling Celebration Key to accommodate up to four ships simultaneously and welcome over 13,000 guests in a day to the popular exclusive destination.
Carnival Corporation Completes New Pier Extension for Celebration Key in The Bahamas Building on the original two-berth pier that opened with Celebration Key in July 2025, the two additional berths were delivered ahead of schedule and double the arrival capacity to four ships at once. This marine-side expansion adds operational flexibility and unlocks roughly 200 more ship calls and 700,000 additional guest arrivals each year.
"Celebration Key is one of the centerpieces of our Paradise Collection – a bold destination built to redefine what a Caribbean vacation can feel like," said Josh Weinstein, CEO of Carnival Corporation. "From a mile of white sand beach to the Caribbean's largest freshwater lagoons and five distinct experience portals, every part of Celebration Key was designed to deliver something unforgettable. Finishing the pier extension ahead of schedule gives us a real jump on meeting the extraordinary demand we're seeing and allows us to bring even more guests to this unique Bahamian paradise sooner than expected."
In less than 18 months, Celebration Key has firmly established its role as a cornerstone of Carnival Corporation's Paradise Collection. Twenty Carnival Cruise Line ships now call from 10 U.S. homeports reflecting Celebration Key's cornerstone position within the company's Caribbean deployment strategy. Starting September 2026, three- and four-ship days will be routine at the destination, and later this year, Princess Cruises and AIDA will join the rotation as Celebration Key becomes a true Carnival Corporation portfolio-wide Caribbean platform.
"Celebration Key's expansion reflects continued confidence in Grand Bahama and in The Bahamas as a leading tourism destination," said the Hon. Glenys Hanna Martin, Minister of Tourism. "Our priority is to ensure that investments of this scale create meaningful opportunities for Bahamian businesses, expand employment, and deliver lasting economic benefits to our people. We congratulate the team at Celebration Key on its first anniversary and look forward to its continued contribution to Grand Bahama's economy and the well-being of its communities."
"The expansion of Celebration Key's pier is a powerful endorsement of Grand Bahama's economic potential," said the Hon. Ginger Moxey MP., Minister for Grand Bahama. "Every ship that calls on our island creates opportunities for Bahamians—from entrepreneurs and small businesses to countless families who depend on a thriving tourism sector. This investment represents more than new infrastructure; it is an investment in our people, our economy, and a future built on sustainable, year-round growth."
When Celebration Key marks its first anniversary on July 19, 2026, it will have welcomed approximately 2.5 million guests. With the pier extension now in place, year two is expected to bring that number to about 3.5 million – growth that will deliver meaningful long-term benefits for The Bahamas. According to an economic impact study by Tourism Economics (an Oxford Economics company), the development, construction, and ongoing operation of Celebration Key is projected to create more than 2,500 direct Bahamian jobs, generate $3.2 billion in incremental government revenue, and contribute $9.7 billion in incremental GDP impact over the next two decades.
Celebration Key is just one of the seven exclusive Caribbean destinations that make up Carnival Corporation's Paradise Collection, which also includes RelaxAway Half Moon Cay, Isla Tropicale (Roatan), Amber Cove (Dominican Republic), Puerto Maya (Cozumel, Mexico), Grand Turks Cruise Center (Turks & Caicos) and Princess Cays (The Bahamas). Together, the Paradise Collection is unmatched by any other cruise company, creating differentiated guest experiences that drive incremental demand, support pricing strength and reinforce the company's leadership in the world's most popular cruise region.
About Carnival Corporation
Carnival Corporation is the largest global cruise company and among the largest leisure travel companies, with a portfolio of world-class cruise lines – AIDA Cruises, Carnival Cruise Line, Costa Cruises, Cunard, Holland America Line, P&O Cruises, Princess Cruises, and Seabourn. Carnival Corporation Ltd. trades under the ticker symbol CCL on the NYSE and is a member of the S&P 500.
For more information, please visit www.carnivalcorp.com, www.aida.de, www.carnival.com, www.costacruises.com, www.cunard.com, www.hollandamerica.com, www.pocruises.com, www.princess.com, and www.seabourn.com.
To learn more about Carnival Corporation's purpose and our commitment to sustainability, go to Our Impact.
Oracle představil čtyři nové Fusion Agentic Applications v Oracle Cloud SCM, které mají zlepšit viditelnost zásob, zmírnit dopady problémů v dodavatelském řetězci a zvýšit efektivitu výroby. Současně přidává nové funkce pro optimalizaci zásob.
Latest updates in Oracle Cloud SCM also include new inventory optimization capabilities
, /PRNewswire/ -- Oracle today announced four new Fusion Agentic Applications that will help organizations improve supply chain performance by increasing inventory visibility, reducing supplier and operational impact, and improving manufacturing efficiency. Built into Oracle Fusion Cloud Supply Chain & Manufacturing (SCM), the new agentic applications are powered by coordinated teams of specialized AI agents that are outcome-driven, proactive, reasoning-based, and engineered for enterprise execution. In addition, to help organizations further increase supply chain resilience, Oracle is also introducing new inventory optimization capabilities.
"Supply chain leaders are under increasing pressure to improve service levels, control costs, and respond faster to disruption amid ongoing economic and operational uncertainty," said S.Y. Shenoy, senior vice president, Fusion SCM development, Oracle. "With the new agentic applications and inventory optimization capabilities in Oracle Cloud SCM, organizations can identify issues sooner, prioritize actions, and make faster, more informed decisions across planning, procurement, and manufacturing."
Part of Oracle Fusion Cloud Applications, Oracle Cloud SCM helps organizations enhance resilience and quickly adapt to market changes by providing a unified AI-powered platform that integrates supply chain planning and execution processes. It includes embedded AI agents and agentic applications that help accelerate product design, manufacturing, procurement, order fulfillment, and logistics execution. In addition, customers can take advantage of the AI Agent Studio for Fusion Applications to build, connect, and run AI automation and agentic applications using reusable Oracle, partner, and external agents without traditional application development.
Fusion Agentic Applications for Supply Chain
Running on Oracle Cloud Infrastructure and powered by industry-leading LLMs, the new Fusion Agentic Applications move beyond assistance to execution, helping supply chain leaders improve business outcomes. By operating inside the existing Oracle Fusion Applications security framework, they can autonomously progress routine work within established guardrails and surface exceptions, tradeoffs, and decisions where desired, such as when human judgment can materially change the outcome. There are four new Fusion Agentic Applications now available within Oracle Cloud SCM:
Inventory Planning Command Center: Helps supply chain teams improve inventory availability, increase service levels, and resolve stockouts faster. This shifts inventory management from manual tracking to an automated, business-driven workflow that helps teams reduce disruptions and improve inventory responsiveness. Supplier Qualification Workspace: Helps procurement teams reduce supplier risk, improve compliance processes, and accelerate supplier qualification. This moves supplier qualification from fragmented tracking and manual follow-up to a guided, risk-based process that helps teams improve compliance posture and accelerate supplier onboarding decisions. Production Readiness Workspace: Helps manufacturing teams improve production readiness and reduce setup errors. This shifts production readiness from manual checklists to proactive corrections and prioritized actions that help teams reduce errors and prevent production delays. Kanban Administrative Workspace: Helps manufacturing teams improve Kanban replenishment, reduce shortages and excess inventory, and maintain production flow. This elevates Kanban replenishment from periodic manual review to proactive, exception-based optimization that helps teams enhance production flow. Inventory Optimization for Supply Chain Planning
New inventory optimization capabilities in Oracle Fusion Cloud Supply Chain Planning help organizations improve inventory performance while balancing service levels and inventory costs. The new capabilities include:
Multi-echelon inventory optimization: Helps supply chain teams improve inventory placement and reduce excess inventory across complex supply chain networks by calculating recommended safety stock targets across the network based on demand and lead time variability. Interactive inventory network visualization: Helps planners better understand inventory performance and supply chain dependencies by providing an integrated view of supply chain relationships, inventory levels, and service-level metrics across the network. Inventory Optimization Advisor Agent: Helps planners identify inventory risks and improve service levels by highlighting the factors contributing to service-level shortfalls, analyzing inventory dependencies, and recommending safety stock adjustments. To learn more about Oracle Cloud SCM, visit oracle.com/scm.
About Oracle Fusion Cloud Applications
Oracle Fusion Cloud Applications provide an integrated suite of AI-powered cloud applications that enable organizations to execute faster, make smarter decisions, and lower costs. Oracle Fusion Applications include:
Oracle Fusion Cloud Enterprise Resource Planning (ERP): Provides a comprehensive suite of AI-powered finance and operations applications that help organizations increase productivity, reduce costs, expand insights, improve decision-making, and enhance controls. Oracle Fusion Cloud Human Capital Management (HCM): Provides a unified AI-powered HR platform that connects people, processes, and data to help organizations automate the employee lifecycle, enhance the employee experience, and drive better business outcomes with a human-agent workforce. Oracle Fusion Cloud Supply Chain & Manufacturing (SCM): Provides a unified AI-powered platform that integrates supply chain and operations processes and helps organizations enhance resilience and quickly adapt to market changes. Oracle Fusion Cloud Customer Experience (CX): Provides a suite of AI-powered applications that help organizations manage marketing, sales, and service processes to win business, build stronger customer relationships, and improve customer experiences. About Oracle
Oracle offers integrated suites of applications plus secure, autonomous infrastructure in the Oracle Cloud. For more information about Oracle (NYSE: ORCL), please visit us at www.oracle.com.
Trademarks
Oracle, Java, MySQL, and NetSuite are registered trademarks of Oracle Corporation. NetSuite was the first cloud company—ushering in the new era of cloud computing.
General Mills čeká 1. července růst tržeb i zisku za 4. čtvrtletí, s odhadem tržeb 4,6 miliardy USD a EPS 82 centů. Tahounem má být značka Blue Buffalo a zlepšení marží.
Key Takeaways General Mills is likely to see Q4 revenues and earnings rise when it reports results on July 1, 2026. GIS' Remarkability strategy is supporting demand, distribution and share trends in key retail categories. GIS may gain from Blue Buffalo momentum, margin programs, and easing trade and supply-chain headwinds. General Mills, Inc. (GIS - Free Report) is likely to witness top and bottom-line growth when it reports fourth-quarter fiscal 2026 earnings on July 1. The Zacks Consensus Estimate for revenues is pegged at $4.6 billion, indicating an increase of nearly 1% from the prior-year quarter’s reported figure.
The consensus mark for earnings has remained unchanged over the past 30 days at 82 cents a share, which implies 10.8% growth from the figure reported in the year-ago period. GIS has a trailing four-quarter earnings surprise of 1.2%, on average.
Factors Likely to Influence GIS’ Upcoming ResultsGeneral Mills’ fourth-quarter performance is likely to have witnessed improving business momentum as the company continues executing its Remarkability strategy through product innovation, enhanced consumer value, stronger brand communication and improved omnichannel execution. These initiatives have been driving better household penetration, baseline demand, distribution and market-share trends across several key North America Retail categories.
Management has indicated that the investments made earlier in the fiscal year are expected to support a step-up in organic sales trends during the fourth quarter, aided by stronger competitiveness and seasonal merchandising opportunities.
The North America Pet business is also expected to remain a growth contributor, supported by continued momentum in Blue Buffalo, expanding distribution of Love Made Fresh and ongoing innovation across the pet portfolio. Management expects retailer inventory trends, which weighed on prior-quarter shipments, to normalize in the fourth quarter. Together with continued market-share gains, these factors are likely to support healthier revenue trends across the business. Our model suggests fourth-quarter organic sales growth of 1.4% for the North America Pet segment.
On the earnings front, General Mills is expected to benefit from its Holistic Margin Management program and Global Transformation initiatives. Management also expects several temporary headwinds that weighed on results earlier in the fiscal year, including unfavorable trade-expense timing and weather-related supply-chain disruptions, to become tailwinds in the fourth quarter, supporting a sequential improvement in operating performance and earnings. We expect the adjusted operating margin to increase 60 basis points to 14.3% in the fourth quarter.
However, persistent consumer caution, elevated input costs, tariff-related inflation and ongoing value investments aimed at strengthening competitiveness may have tempered profitability during the quarter despite improving underlying business trends.
Q4 Earnings Whispers for GISOur proven model doesn’t conclusively predict an earnings beat for General Mills this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here.
General Mills currently carries a Zacks Rank #4 (Sell) and has an Earnings ESP of +0.21%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Stocks With the Favorable CombinationHere are some companies worth considering, as our model shows that these have the right combination of elements to beat on earnings this reporting cycle.
Kimberly-Clark Corporation (KMB - Free Report) currently has an Earnings ESP of +0.39% and a Zacks Rank of 3. The Zacks Consensus Estimate for Kimberly-Clark’s upcoming quarterly revenues is pegged at $4.23 billion. The figure implies a 1.7% increase from the prior-year quarter. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Kimberly-Clark’s quarterly earnings per share is pegged at $1.99, indicating a 3.7% gain from the year-ago period figure. KMB delivered a trailing four-quarter earnings surprise of 19.1%, on average.
Celsius Holdings, Inc. (CELH - Free Report) currently has an Earnings ESP of +1.30% and a Zacks Rank of 3. The consensus estimate for CELH’s quarterly revenues is pinned at $891.5 million, which calls for 20.6% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Celsius Holdings’ upcoming quarter’s EPS is pegged at 42 cents, which implies a 10.6% decrease year over year. CELH delivered a trailing four-quarter earnings surprise of 58.1%, on average.
Tyson Foods, Inc. (TSN - Free Report) currently has an Earnings ESP of +2.17% and a Zacks Rank of 3. The consensus estimate for Tyson Foods’ quarterly revenues is pinned at $14.29 billion, which suggests 2.9% growth from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for the upcoming quarter’s EPS is pegged at $1.04, which implies a 14.3% increase year over year. TSN delivered a trailing four-quarter earnings surprise of nearly 18.1%, on average.
Costco říká, že AI vyhledávání je zatím malé, ale ve třetím čtvrtletí vzrostlo trojciferně a mělo nejvyšší konverzi ze všech zdrojů návštěvnosti. Digitální návštěvnost webu a aplikace stoupla o 37 % a digitálně podpořené srovnatelné tržby vzrostly o 21,5 %.
Key Takeaways Costco is using AI search to make its products and member value easier for consumers to find.AI traffic remains low but grew triple digits in Q3 and had the highest conversion rate.Digital engagement is strong, with site and app traffic up 37%, and digital comps up 21.5%. Costco Wholesale Corporation (COST - Free Report) suggests that artificial intelligence (AI) is a small but important digital opportunity, even at this early stage. Management said consumers are increasingly using AI to research products and services, and Costco is working with leading AI companies to improve how its value proposition is presented to current and potential members. The strategy is not about changing the core model. It is about making Costco products easier to find through AI search.
The key step is to improve online product pages so that large language models can better capture Costco’s quality, pricing and member value. This matters because some Costco offers are hard to explain through a regular search. Management pointed to appliances, where the real value includes delivery, installation and haul-away and to tires, where installation, road hazard coverage and nitrogen are included. AI search can present that broader value more clearly.
The early signals are notable. AI-generated traffic remains low, but Costco saw triple-digit growth in the third quarter of fiscal 2026, and this traffic carried the highest conversion rate of any source coming to its site. That sits alongside strong digital engagement, with site and app traffic up 37% and digitally enabled comparable sales up 21.5%. AI search is not yet a major revenue engine, but it could become a useful driver for Costco’s digital business.
What the Latest Metrics Say About CostcoCostco, which competes with Dollar General Corporation (DG - Free Report) and Target Corporation (TGT - Free Report) , has seen its shares drop 4.5% over the past three months compared with the industry’s 0.2% decline. Shares of Dollar General and Target have jumped 1.4% and 18.1%, respectively, in the aforementioned period.
Image Source: Zacks Investment Research
From a valuation standpoint, Costco's forward 12-month price-to-earnings ratio stands at 43.11, higher than the industry’s ratio of 30.91. However, it is trading below its 12-month median level of 46.40, indicating some moderation in valuation despite sustained investor confidence in the stock.
Costco is trading at a premium to Target (with a forward 12-month P/E ratio of 16.38) and Dollar General (15.71).
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Costco’s current financial-year sales and earnings per share implies year-over-year growth of 9.4% and 13.3%, respectively. For the next fiscal year, the consensus estimate indicates a 7.8% rise in sales and 10.2% growth in earnings.
The consensus estimate for earnings per share for the current and next fiscal year has increased by 5 cents and 6 cents to $20.38 and $22.46, respectively, over the past 30 days.
Image Source: Zacks Investment Research
Costco currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
SummaryMicron delivered another record-breaking quarter, with Q3 revenue surging to nearly $41.5 billion on exceptional pricing strength.Non-GAAP gross margins soared to nearly 85%, more than doubling year-over-year, driving adjusted EPS to $25.11 versus $1.91 last year.Management guided Q4 revenue to $50 billion, well above consensus, with gross margins expected to rise further to 86% as price increases moderate.MU generated $18.3 billion in adjusted free cash flow, reduced debt by 40%, and plans to return 100% of excess cash to shareholders over time. Tim Robberts/DigitalVision via Getty Images
As companies try to pivot to a future of Artificial Intelligence, there have been a number of clear winners in the market. One of the biggest has been Micron Technology, Inc. (MU), with
38.33K Followers
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.
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JPMorgan ponechává pro Broadcom cílovou cenu 580 USD a očekává růst tržeb z AI čipů každý rok až do roku 2031. Banka tvrdí, že TPU v9 je stále na cestě k rozjezdu v roce 2028.
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52-Week Range$262.66▼
$495.00Dividend Yield0.72%
P/E Ratio60.61
Price Target$493.24
Semiconductor giant Broadcom NASDAQ: AVGO experienced a dramatic drop-off since its last earnings report. Just days prior to the release, Broadcom traded at its all-time high near $480. However, the company failed to meet the extremely high expectations implied by its valuation, and shares tanked almost 20% in the following two days.
Amid this, one Wall Street firm coming to Broadcom’s defense is JPMorgan Chase & Co. The bank and its analyst, Harlan Sur, have a $580 price target on Broadcom. This is among the highest on Wall Street and far exceeds the MarketBeat consensus target near $493.
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Notably, Sur recently reiterated his highly bullish target on Broadcom. Sur also provided key commentary for his rationale that paints a very positive picture of Broadcom’s relationship with its most important customer.
Broadcom and Alphabet: The Hot Button TPU DebateOne of the concerns coming out of Broadcom’s last earnings call was the future of its relationship with Google parent company Alphabet NASDAQ: GOOGL. Alphabet is widely believed to be Broadcom’s largest custom artificial intelligence (AI) chip customer.
The two firms have collaborated on multiple generations of Alphabet’s tensor processing units (TPUs) for several years. This is a core partnership that has helped Broadcom become the world’s second-largest semiconductor company, only behind NVIDIA NASDAQ: NVDA. Thus, when thinking about Broadcom’s outlook, investors are keenly aware of anything that points to volatility in its relationship with Alphabet.
In this context, a quote from Broadcom CEO Hock Tan from the company’s last earnings call was somewhat troubling. Tan noted, “Given the growth of consumption and development and consumption of AI compute, even by our partner, Google, that we fully expect that there will be some diversity of sources for them.” In other words, Google’s TPU program is becoming so large that Broadcom does not expect to be the only partner involved with it going forward.
Notably, industry analysts believe that the Taiwanese company MediaTek OTCMKTS: MDTKF is also a TPU partner. However, analysts debate the size of this partnership and the specific TPU variants that MediaTek is working on.
JPMorgan Shows Confidence in Broadcom’s TPU LeadershipConsidering this, JPMorgan’s analysis is positive for Broadcom. Currently, Google is on its eighth generation TPU, TPU v8, which features multiple variants. JPMorgan says that the five-year agreement that Google and Broadcom signed in March “locks in Broadcom’s TPU design win roadmap for the next four generations of TPU chips through v11.” JPMorgan also believes this means that Broadcom’s TPU revenues will increase annually through 2031. Furthermore, JPMorgan argues that investors should dismiss reports of delays in the TPU v9 program, saying that TPU v9 is on track to ramp up in 2028.
This pushes back on other reporting that Broadcom’s TPU v9 progress is facing delays. These reports argue that Broadcom has “lost its leading position," which has allowed MediaTek to win major orders for the TPU v9.
For its part, JPMorgan is showing a fairly significant amount of confidence that Broadcom remains in pole position within Google’s TPU program. The firm demonstrates this by reiterating its $580 target—a level that many Wall Street targets sit well below.
Additionally, there is real disagreement around MediaTek’s specific involvement with Google. JPMorgan argues that Broadcom is developing the inference-optimized TPU v8i, while MediaTek is working on the training-optimized TPU v8t. Other industry reports point to MediaTek designing the v8i and Broadcom designing the v8t.
Beyond the Rumors: Broadcom’s AI Chip Business Continues to ExplodeFor investors, there are several key takeaways. First off, reports among these various sources contradict one another. This is true regarding potential delays with Broadcom’s TPU v9 and which variants Broadcom and MediaTek are working on in the TPU v8. Thus, at this point, it is best to focus on facts and the points of general consensus.
Overall MarketRank™100th Percentile
Analyst RatingModerate Buy
Upside/Downside35.1% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment1.17 Insider TradingSelling Shares
Proj. Earnings Growth71.97%
See Full Analysis
Broadcom has been working with Google for a long time. Broadcom expects its AI semiconductor revenue to rise by over 200% year over year next quarter to $16 billion. Meanwhile, just months ago, Google and Broadcom entered a long-term agreement for Broadcom to develop and supply future generations of TPUs. In its fiscal year 2027, Broadcom expects to generate more than $100 billion in AI semiconductor revenue.
However, all cited reports state that MediaTek is also involved in TPU development. Hock Tan did little to push back on this with its recent statement. MediaTek also recently raised its custom AI chip revenue forecast in 2026 to $2 billion. It estimates that this market will be worth $70 billion to $80 billion in 2027. The company is targeting 10% to 15% of that total in the coming years, implying an opportunity well above $2 billion. Still, Broadcom’s AI chip business is far larger today and is growing extremely fast.
Overall, with limited clarity today, the relationship between Google, Broadcom, and MediaTek is a risk to watch going forward, but not worth the panic. In the meantime, one of Wall Street’s top banks, JPMorgan, is calling for Broadcom shares to eclipse previous all-time highs by $100.
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The AI boom is creating opportunities across semiconductors, cloud computing, enterprise software, infrastructure, cybersecurity, and automation.
Inside this report, you’ll find 10 companies positioned to benefit as artificial intelligence moves from hype to real-world deployment and becomes a core growth driver for corporate America.
Strategy spustila nový rámec Digital Credit Capital Framework včetně zpětného odkupu digitálních cenných papírů a kmenových akcií až za 1 mld. USD a může pro něj prodat bitcoin až za 1,25 mld. USD.
Strategy shares are climbing with conviction. What’s driving MSTR stock higher? The Digital Credit Capital Framework has five components: a Board-approved USD Reserve policy, a revised STRC dividend policy, a Digital Credit Securities repurchase program of up to $1 billion, a class A common stock repurchase program of up to $1 billion, and a BTC Monetization Program. The announcement marks a meaningful strategic evolution, from one-way capital issuance toward active, two-way capital management.
The USD ReserveThe STRC Dividend and Repurchase ProgramsStrategy raised the dividend rate on its Variable Rate Series A Perpetual Stretch Preferred Stock to 12.00% annually, effective for semi-monthly periods with record dates on or after July 1, 2026. The company said its corporate objective is for STRC to trade near its $100 stated amount over time.
On the repurchase side, Strategy established a $1 billion program covering its Digital Credit Securities, including STRC, STRF, STRD, and STRK, with STRC expected to be the initial priority. A separate $1 billion class A common stock repurchase program was also announced.
The BTC Monetization ProgramThe Board authorized Strategy to sell Bitcoin for three primary purposes: to generate up to $1.25 billion to fund the USD Reserve, to fund preferred stock dividends and interest expense when management determines it is more advantageous than issuing equity, and to fund repurchases of Digital Credit Securities or common stock. Any BTC monetization outside these purposes requires additional Board authorization.
“Bitcoin is capital,” said Andrew Kang, CFO. “This program gives Strategy the flexibility to use a portion of its BTC Reserve to strengthen Digital Credit, fund dividend payments and interest expense, and fund accretive repurchases when BTC monetization is more advantageous than issuing common equity.”
Strategy Shares Trade HigherMSTR Price Action: At the time of publication, Strategy shares are trading 4.04% higher at $85.63, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Rocket Lab (NASDAQ: RKLB) stock price has suffered a major reversal in the past few weeks, moving from the year-to-date high of $151 on May 27 to $84. This retreat continued even after the company landed a new NASA contract last week. So, is it safe to buy the dip or sell the rip?
RKLB share price has dropped sharply in the past few weeks as investors booked profits following its spectacular rally ahead of the SpaceX IPO. It jumped to a record high of $151, up by 3,700% from its lowest level in 2014, with its market capitalization peaking at $82 billion.
The ongoing Rocket Lab stock retreat has coincided with that of other companies in the space industry. SpaceX itself has plunged by over 30% from its highest point after its IPO. Also, other top players in the space industry, like Planet Labs and Intuitive Machines, have also plunged recently.
The sell-off intensified recently after the company entered the blue-chip index, a move that forced ETF and mutual fund operators to buy it. It is common for stocks to pop after an ETF inclusion news and then retreat when it eventually happens.
Most importantly, demand for Rocket Labs’ solutions jumped after NASA selected the company for the Polarized Submillimeter Ice-cloud Radiometer (PolSIR) and Total and Spectral Solar Irradiance Sensor-2 (TSIS-2) missions. The deal is worth $300 million.
Rocket Lab’s growth is continuing, but valuation risks remainThe most recent financial results showed that Rocket Labs’ business is firing on all cylinders with the number of launches continuing growing. It made a record $200 million revenue, up by 63.5% from the same period last year. Also, the company’s revenue backlog surged to over $2.2 billion or 70+ missions.
While most of these orders are for its Electron product, the company is seeing more demand for its HASTE and Neutron projects. It secured 5 Neutron launches in the last quarter, with the manifest filling to end of the decade.
Analysts predict that Rocket Lab’s revenue growth will continue in the foreseeable future. The annual revenue is expected to be $915 million, up by 52% YoY. It is expected to grow by 41% next year to $1.29 billion.
Still, there are concerns about the company’s valuation, which has become extremely stretched in the past few months. It now trades with a forward price-to-sales ratio of 53, which is a massive number. This means that it will need to continue growing its revenues and boosting its profit metrics in the long term.
READ MORE: Here’s why Rocket Lab stock is ripe for a strong comeback
Rocket Lab stock chart | Source: TradingView
The daily chart shows that the RKLB share price has dived in the past few months, moving from a high of $151 to $84 today. Its current price is notable as it coincides with the ascending trendline that connects the lowest swings since November last year.
The stock remains above the 200-day Exponential Moving Average (EMA), a sign that all hope is not lost. It has also settled along the Strong, Pivot, Reverse level of the Murrey Math Lines tool.
Therefore, there is a likelihood that the Rocket Lab stock price will bounce back and retest the Major S&R level of $100 as investors buy the dip. This view will become invalid if the stock drops below the Strong, Pivot, Reverse level of the Murrey Math Lines at $75.
Rocket Lab oznámil navrženou akvizici Iridium za 8 miliard USD, čímž rozšíří byznys o satelitní komunikaci a opakované příjmy. Firma si zároveň zajistila bridge loan ve výši 3,6 miliardy USD.
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The commercial space industry is entering a new phase. Simply reaching orbit is no longer enough to build a durable business. The companies likely to create the most shareholder value over the next decade are those that control more of the space economy — from designing satellites and launching them to operating the communications networks those satellites power.
SpaceX (NASDAQ:SPCX) demonstrated the power of that strategy with Falcon and Starlink. Now Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) has taken a major step in the same direction, announcing an acquisition that could reshape its business for years to come.
Rocket Lab Is Buying More Than a Satellite Company Rocket Lab announced it will acquire Iridium Communications (NASDAQ:IRDM) in an $8 billion cash-and-stock transaction expected to close in mid-2027. Iridium shareholders will receive $27 in cash plus Rocket Lab shares for each Iridium share they own.
Funding such a large transaction naturally raises monetary questions, and Rocket Lab also announced it secured a $3.6 billion bridge loan, giving it the financing needed to complete the acquisition while arranging longer-term capital.
The acquisition will create one of the few publicly traded companies spanning launch services, satellite manufacturing, spacecraft components, and global satellite communications.
That changes Rocket Lab’s economic model. Instead of relying primarily on one-time launch contracts, it gains a business built around subscription-like connectivity services for commercial customers, governments, maritime operators, aviation, and direct-to-device applications.
The acquisition also creates operational advantages as Neutron enters service. Rocket Lab would be positioned to launch future generations of Iridium satellites using its own rocket rather than purchasing launch services from outside providers. Keeping those launches in-house lowers expenses across the satellite replacement cycle while giving Rocket Lab greater control over scheduling and deployment.
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That mirrors the strategy that has helped SpaceX widen its competitive lead. Combining launch capability with ownership of the communications network allows a company to manage costs across the entire value chain instead of paying outside providers at every stage.
The Space Economy Is Becoming a Platform Business The competitive landscape is also changing. Some companies will specialize in building spacecraft or selling launch services. Others will own integrated platforms that design satellites, manufacture them, launch them, operate the network, and collect recurring service revenue long after the rockets leave the launch pad.
Iridium fills an important gap in Rocket Lab’s business. It brings a mature global communications network, licensed spectrum, long-term government relationships, and recurring cash flow that continues long after a satellite reaches orbit.
Granted, integrating an $8 billion acquisition carries execution risk. Rocket Lab must successfully close the transaction, integrate operations, manage its financing, and bring Neutron into commercial service on schedule. Those are meaningful challenges for any company.
Still, the strategic direction is becoming much clearer.
Key Takeaway In short, Rocket Lab is evolving from a launch company into a full-service space infrastructure platform. The proposed $8 billion acquisition of Iridium gives it communications networks, recurring revenue, licensed spectrum, and deeper government relationships, while Neutron has the potential to lower future deployment costs by bringing launches in-house.
SpaceX showed that controlling both transportation to orbit and the services delivered from orbit creates lasting competitive advantages. If Rocket Lab executes on this strategy, shareholders may eventually view this acquisition not as an expansion of its launch business but as the moment it transformed into an integrated space platform capable of competing across the entire space economy.
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Gladstone Investment uzavřela definitivní dohodu o koupi společnosti Extrude Hone, dodavatele přesných povrchových úprav pro letectví, automobilový průmysl, energetiku a další náročná odvětví.
MCLEAN, VA / ACCESS Newswire / June 29, 2026 / Gladstone Investment Corporation (NASDAQ:GAIN) ("Gladstone Investment") announced today that it has entered into a definitive agreement to acquire Extrude Hone, an Irwin, Pennsylvania-based company. Extrude Hone is a leading provider of precision surface-finishing solutions used in mission-critical applications such as aerospace, automotive, heavy industrial, energy and other demanding end markets. The company's proprietary technologies and service capabilities help customers improve product performance, reliability and manufacturing efficiency.
Extrude Hone represents another example of Gladstone Investment's focus on partnering with established lower middle market businesses that hold leading positions in specialized industrial niches. Extrude Hone has built a strong reputation for technical expertise, long-standing customer relationships and mission-critical manufacturing solutions across a diverse set of end markets.
"We are excited to partner with the Extrude Hone management team and support the company's next phase of growth," said Christopher Lee, Executive Vice President of Gladstone Investment. "Extrude Hone has developed a strong market position, differentiated capabilities and a long history of serving customers with highly engineered finishing solutions. We look forward to investing alongside management to build upon that foundation."
"This definitive agreement to acquire Extrude Hone positions us to close on the acquisition subject to a final approval by regulatory authorities. We are pleased that the acquisition will add another quality company to Gladstone Investment's portfolio of operating businesses. We expect it to produce both income for dividends to shareholders and longer-term appreciation for capital gains," said David Dullum, Chief Executive Officer and President of Gladstone Investment.
Gladstone Investment is a publicly traded business development company that seeks to make equity and secured debt investments in lower middle market businesses in the United States in connection with acquisitions, changes in control and recapitalizations. Additional information on the transaction can be found at www.gladstoneinvestment.com.
For Investor Relations inquiries related to any of the monthly dividend paying Gladstone funds, please visit www.gladstone.com.
Forward-looking Statements:
The statements in this press release regarding the longer-term prospects of Gladstone Investment, Extrude Hone, and their management teams, and the ability of Gladstone Investment and Extrude Hone to grow and expand are "forward-looking statements." These forward-looking statements inherently involve certain risks and uncertainties in predicting future results and conditions. Although these statements are based on Gladstone Investment's current plans that are believed to be reasonable as of the date of this press release, a number of factors could cause actual results and conditions to differ materially from these forward-looking statements, including those factors described from time to time in Gladstone Investment's filings with the Securities and Exchange Commission. Gladstone Investment undertakes no obligation to update or revise these forward-looking statements whether as a result of new information, future events or otherwise, except as required by law.
For further information: Gladstone Investment Corporation, (703) 287-5893
June 29, 2026 08:00 ET | Source: 4D Molecular Therapeutics, Inc.
EMERYVILLE, Calif., June 29, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotechnology company advancing durable and disease-targeted therapeutics with potential to transform treatment paradigms and provide unprecedented benefits to patients, today announced that it has entered into a strategic credit facility agreement with Hercules Capital, Inc. (NYSE: HTGC) (“Hercules”) for up to $200 million.
“Our strong cash, cash equivalents and marketable securities position, excluding this strategic credit facility, is expected to continue to fund our planned operations into the second half of 2028. Access to this non-dilutive capital further increases our financial strength, providing the Company with strategic and operational flexibility,” said Kristian Humer, Chief Financial Officer of 4DMT. “The credit facility diversifies our capital structure, allowing us to focus on sustaining our execution momentum, growth planning across our innovative gene therapy pipeline and early commercial planning for 4D-150.”
“Hercules Capital is pleased to support 4DMT with a flexible financing solution as the Company advances 4D-150 through Phase 3 development and pre-commercial planning in wet AMD and DME,” said Lake McGuire, Managing Director at Hercules Capital, Inc. “This partnership reflects our commitment to backing innovative genetic medicines with the potential to transform treatment paradigms for patients with serious unmet needs.”
Under the terms of the agreement, 4DMT drew an initial $20 million at closing. An additional $30 million is available, at the Company’s option, through June 15, 2027, with an additional $100 million available upon the Company’s achievement of certain milestones, and the remaining $50 million available subject to final lender approval.
The Company’s cash, cash equivalents and marketable securities were $458 million as of March 31, 2026.
Leerink Partners served as the exclusive financial advisor to 4DMT on the strategic credit facility.
About 4DMT
4DMT is a leading late-stage biotechnology company advancing durable and disease-targeted therapeutics with potential to transform treatment paradigms and provide unprecedented benefits to patients. The Company’s lead product candidate 4D-150 is designed to be a backbone therapy forming the foundation of treatment of blinding retinal vascular diseases by providing multi-year sustained delivery of anti-VEGF biologics (aflibercept and anti-VEGF-C) with a single intravitreal injection, which substantially reduces the treatment burden associated with current bolus injections. The Company’s lead indication for 4D-150 is wet age-related macular degeneration, which is currently in Phase 3 development, and second indication is diabetic macular edema. The Company’s second product candidate is 4D-710, which is the first known genetic medicine to demonstrate successful delivery and expression of the CFTR transgene in the lungs of people with cystic fibrosis after aerosol delivery. 4D Molecular Therapeutics™, 4DMT™, Therapeutic Vector Evolution™, and the 4DMT logo are trademarks of 4DMT.
All of the Company’s product candidates are in clinical or preclinical development and have not yet been approved for marketing by the U.S. Food and Drug Administration or any other regulatory authority. No representation is made as to the safety or effectiveness of the Company’s product candidates for the therapeutic uses for which they are being studied.
Learn more at www.4DMT.com and follow us on LinkedIn.
Forward-Looking Statements:
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, implied and expressed statements regarding the therapeutic potential and clinical benefits of, as well as the plans, announcements and related timing for, the clinical development of the Company’s product candidates; the Company's expectations regarding financing alternatives and its anticipated cash runway; the availability of, and the Company’s ability to access or draw, additional capital under the credit facility; the achievement of the milestones, conditions or approvals required to access such additional capital; the expected non-dilutive nature and benefits of the credit facility; and the Company’s financial, strategic and operational flexibility. The words "may," “might,” "will," "could," "would," "should," "expect," "plan," "anticipate," "intend," "believe," "estimate," “seek,” "predict," “future,” "project," "potential," "continue," "target" and similar words or expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Any forward-looking statements in this press release are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and important factors that may cause actual events or results to differ materially from those expressed or implied by any forward-looking statements contained in this press release, including risks and uncertainties that are described in greater detail in the section entitled "Risk Factors" in 4D Molecular Therapeutics’ most recent Quarterly Report on Form 10-Q, as well as any subsequent filings with the Securities and Exchange Commission. In addition, any forward-looking statements represent 4D Molecular Therapeutics' views only as of today and should not be relied upon as representing its views as of any subsequent date. 4D Molecular Therapeutics explicitly disclaims any obligation to update any forward-looking statements, except as may be required by law. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements.
Copart oznámil změnu ve vedení: Jeff Liaw odstoupí z funkce CEO a ředitele, od 31. července 2026 ho nahradí Jay Adair. Liaw zůstane jako zvláštní poradce.
DALLAS--(BUSINESS WIRE)--Copart, Inc. (NASDAQ: CPRT) today announced that Jeff Liaw will step down as Chief Executive Officer and director, effective July 31, 2026. The Board has appointed Executive Chairman Jay Adair — who previously led Copart as CEO — to resume the role of Chief Executive Officer effective July 31, 2026. Mr. Liaw will support the transition as Special Advisor to Mr. Adair.
“Jeff has provided Copart with extraordinary leadership over the past decade — first as CFO, then President, and finally as our third-ever CEO,” said Mr. Adair. “Under his stewardship the Company achieved all-time high transaction values, average selling prices, and auction liquidity. As a result, we are the trusted platform for insurance and commercial consignors all over the world. On behalf of everyone at Copart, I thank Jeff and wish him well.”
Liaw said, "Leading Copart has been the privilege of a professional lifetime. I'm grateful to the Company for affording me the opportunity, for the customers who have entrusted us with their business, and for my teammates all over the world whose tireless efforts enable us to serve our customers and members so well. I wish Copart and Jay the very best in the next chapter ahead and look forward to contributing to the Company's future success."
About Copart
Copart, Inc., founded in 1982, is a global leader in online vehicle auctions. Copart’s innovative technology and online auction platforms connect vehicle consignors to approximately 1 million members in over 185 countries. Copart offers a comprehensive suite of vehicle remarketing services to insurance companies, financial institutions, dealers, rental car companies, charities, fleet operators, and individuals, and offers vehicles via auction to dealers, dismantlers, rebuilders, exporters, and the general public. With operations at over 250 locations in 11 countries, Copart sold more than 4 million units in the last year. Copart currently operates in the United States (Copart.com), Canada (Copart.ca), the United Kingdom (Copart.co.uk), Brazil (Copart.com.br), the Republic of Ireland (Copart.ie), Germany (Copart.de), Finland (Copart.fi), the United Arab Emirates, Oman and Bahrain (Copartmea.com), and Spain (Copart.es). For more information, or to become a Member, visit Copart.com/register.
Cautionary Note About Forward-Looking Statements
This press release contains forward-looking statements within the meaning of federal securities laws. These forward-looking statements are subject to substantial risks and uncertainties. These forward-looking statements are subject to certain risks, trends and uncertainties that could cause actual results to differ materially from those projected or implied by our statements and comments. For a more complete discussion of the risks that could affect our business, please review the “Management’s Discussion and Analysis” and the other risks identified in Copart’s latest Annual Report on Form 10-K, Quarterly Reports on Form 10-Q, and Current Reports on Form 8-K, as filed with the Securities and Exchange Commission. We encourage investors to review these disclosures carefully. We do not undertake to update any forward-looking statement that may be made from time to time on our behalf.
GE HealthCare spouští modernizační aktualizaci pro vybrané starší systémy Innova a Discovery IGS, která přidává technologie platformy Allia bez nutnosti velkých stavebních úprav. Program má zlepšit workflow, obrazovou kvalitu a snížit prostoje.
CHICAGO--(BUSINESS WIRE)--GE HealthCare today announced Allia™ platform upgrade pathways designed to help customers modernize select legacy Innova™ and Discovery™ Image Guiding Solutions (IGS) systems. These pathways provide access to Allia technologies and workflows that support efficiency and procedural decision-making while helping preserve existing infrastructure, avoid major construction work, extend interventional room lifetime, and minimize disruption to clinical operations.
As procedural complexity and patient volumes grow and installed systems age, healthcare providers are looking for flexible ways to modernize interventional environments while balancing operational, infrastructure and capital planning priorities. According to the European Coordination Committee of the Radiological, Electromedical and Healthcare IT Industry (COCIR), one-third of interventional X-ray systems in Europe are more than 10 years old, highlighting the importance of technology renewal planning to support increased access to advanced care.i
The upgrade pathways can help customers extend the value of existing systems through workflow enhancements, expanded interoperability capabilities and access to Allia innovations, while helping reduce infrastructure replacement needs and support long-term operational and sustainability goals.
“Interventional care continues to evolve rapidly, and health systems are looking for technology strategies that balance innovation, operational continuity and long-term value,” said Jyoti Gera, CEO, CardioVascular and Interventional Solutions, Advanced Imaging Solutions, GE HealthCare. “These Allia upgrade pathways reflect our commitment to helping customers modernize on their own terms by extending the capabilities of existing systems while providing access to the latest Allia innovations and AI-enabled technologies in a less disruptive, more sustainable way.”
Depending on system configuration, market availability and applicable regulatory requirements, upgrade options may provide access to capabilities and to third party solutions, including:
CleaRecon DL,ii an AI-enabled deep learning reconstruction technology designed to support CBCT image interpretation confidence by reducing streak artifacts caused by the pulsatile nature of blood flow during procedures. 3DStent,iii an intraprocedural tool for 3D visualization of the coronary stent designed to remove major stent imaging barriers and provide easy to interpret images. OmnifyXR™ Interventional Suite, an augmented reality guidance solution designed to support workflow efficiency and ergonomics and provide improved visualization and collaborative care for procedures such as prostate embolization.iv Embo ASSIST AI, an augmented guidance solution designed to optimize embolization strategies and streamline clinical workflow.v Medis Quantitative Flow Ratio®vi, a software solution, designed to assess coronary physiology in patients with coronary artery disease. AVVIGO™+ intravascular imaging (IVUS) platformvii multimodality guidance platform that enhances the IVUS and physiology experience and integrates percutaneous coronary intervention tools to support users in the catheterization lab. GE HealthCare also provides Tube Watch and/or OnWatch™ Predict service options on all upgraded systems. These options help customers proactively manage system performance and maintenance by providing an AI-poweredviii estimated lead time to failure, supporting efforts to reduce unplanned downtime.
These upgrade pathways are available in the U.S. and other countries where Allia IGS and Allia IGS Pulse systems are available for sale (and have been approved, cleared or registered by the appropriate regulatory authorities). Please contact your local GE HealthCare representative with any questions about this upgrade program. For more information on the available Allia upgrade capabilities, visit: https://www.gehealthcare.com/en-us/services/igs-upgrades.
Through GE HealthCare’s upgrade programs, customers can access technology designed to help enhance image quality, expand imaging capabilities with advanced applications, and streamline workflows across image guiding solutions, X-ray, MR and CT systems. These programs are designed to help customers unlock new value from existing systems through smart technology and AI-powered and digital solutions, while supporting productivity, operational continuity and patient-centered care.
About GE HealthCare Technologies Inc.
GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.
GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.
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i COCIR. 2023. Medical Imaging Equipment Age Profile and Density: 2023 Edition.
https://www.cocir.org/wp-content/uploads/23060_COC_X-Ray-INTERVENTIONAL-scaled.jpg.
ii CleaRecon DL, designed to be used with Allia systems, is an option in 3DXR designed to be used with Allia systems and requires AW workstation with Volume Viewer. May not be available in all countries.
iii 3DStent solution includes Allia™ system, 3DXR and Volume Viewer Innova, and requires AW workstation with Volume Viewer. These applications are sold separately. Not available for sale in all countries. 3DStent is available on Allia™ IGS 5 with 20-cm or 30-cm detector and Allia™ IGS 7 with 30-cm detector.
iv OmnifyXR™ Augmented Reality Interventional Suite is a MediView product built in collaboration with and currently exclusively available with compatible GE HealthCare systems. OmnifyXR™ is intended to be used adjunctively to standard of care imaging. Proceduralists must refer to standard of care imaging and prioritize clinical experience and/or judgment when using the OmnifyXR™ system. OmnifyXR™ is not intended to be the sole visualization for any procedure.
v Embo ASSIST AI solution includes FlightPlan for Embolization with AI Segmentation option and requires AW workstation with Volume Viewer, Volume Viewer Innova, Vision 2, VesselIQ Xpress, Autobone Xpress. These applications are sold separately.
vi Medis QFR® is a product from Medis Medical Imaging.
vii AVVIGO+ is an option of Allia IGS 3, Allia IGS 5, Allia IGS 7, Allia IGS 7 OR. AVVIGO™+ is a trademark of Boston Scientific. AVVIGO™+ is manufactured and sold by Boston Scientific and is distributed by GE HealthCare. Refer to your Boston Scientific sales representatives for more information.
viii An AI-powered deep machine learning model trained on data from installed systems, leveraging aggregated error logs, parametric data, and historical service activity on eligible systems.
Tenable One Cloud Exposure získal autorizaci FedRAMP High a IL5, což rozšiřuje jeho využití v citlivých federálních prostředích včetně Ministerstva obrany USA a zpravodajských agentur.
COLUMBIA, Md., June 29, 2026 (GLOBE NEWSWIRE) -- Tenable® Holdings, Inc. (NASDAQ: TENB), the exposure management company, today announced that Tenable One Cloud Exposure has achieved FedRAMP® High and Impact Level (IL) 5 authorization, one of the U.S. government’s most stringent security certifications. Part of the Tenable One Exposure Management Platform, Tenable One Cloud Exposure is an actionable cloud security solution that provides unified visibility and AI-powered contextual insights to help organizations proactively identify and close critical exposure gaps across the entire cloud lifecycle.
The milestone significantly expands Tenable’s opportunities to support highly sensitive federal environments, including those used by the Department of War (DoW) and intelligence agencies. This new authorization builds on Tenable FedRAMP Moderate authorizations for both Tenable One Cloud Exposure and Tenable One, further cementing its role as a long-standing and trusted partner in the public sector.
As federal agencies accelerate cloud modernization and AI adoption, they face an increasingly complex landscape of misconfigured workloads, fragmented security tools and new attack vectors. Tenable One Cloud Exposure consolidates critical cloud security functions, previously spread across multiple tools, into a single, cost-efficient solution. By leveraging advanced identity analytics, Tenable enforces Zero Trust principles that align with DoW CIO mandates to ensure mission-critical resilience, cyber readiness and operational effectiveness.
This authorization also enables Tenable to support new mission-critical use cases, including classified and tactical edge deployments, and offers a clear competitive advantage in the federal space. Purpose-built for sensitive government cloud environments, Tenable One Cloud Exposure is a comprehensive Cloud Native Application Protection Platform (CNAPP) that delivers:
Unified visibility across infrastructure, identities and workloadsProactive identity risk management and enforcement of least privilegeContinuous compliance with evolving federal cybersecurity standards
“Achieving FedRAMP High authorization is a powerful validation of our public sector commitment and our ability to protect the most sensitive cloud workloads,” said Bob Huber, Chief Security Officer and President of Tenable Public Sector, LLC. “We’re proud to provide federal agencies with a unified exposure management platform that meets their toughest challenges: reducing risk, maintaining compliance and securely adopting AI with confidence.”
Tenable One Cloud Exposure received FedRAMP high authorization through UberEther’s AIM Advantage platform.
More information on Tenable One Cloud Exposure FedRAMP High is available at: https://www.tenable.com/solutions/government/us-fed
About Tenable
Tenable® is the exposure management company, exposing and closing the cybersecurity gaps that erode business value, reputation and trust. The company’s AI-powered exposure management platform radically unifies security visibility, insight and action across the attack surface, equipping modern organizations to protect against attacks from IT infrastructure to cloud environments to critical infrastructure and everywhere in between. By protecting enterprises from security exposure, Tenable reduces business risk for more than 40,000 customers around the globe. Learn more at https://www.tenable.com.
Winnebago Industries NYSE: WGO reported earnings on June 25, and the results showed a company dealing with a consumer who is under pressure. The company missed on its top and bottom lines and lowered its full-year guidance. Still, WGO ended the day up 14.4% on a day when the broader market was struggling to find direction.
Winnebago Industries Today
WGO
Winnebago Industries
$31.24 -0.12 (-0.37%)
As of 06/26/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$26.80▼
$50.16Dividend Yield4.48%
P/E Ratio22.97
Price Target$37.22
The company’s quarterly report could be neatly summarized in the first minute of the conference call.
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At that point, president and chief executive officer (CEO), Michael Happe, remarked: “Our fiscal third quarter results reflect a demand environment that remains challenged with limited near-term visibility to stable conditions.”
That sentiment was echoed in the company’s earnings presentation, which featured a slide titled “Managing the Controllables.” Highlighting these statements is not meant to be dismissive of the company.
Rather, those statements revealed the blunt reality facing the company, which investors must understand to put the outlook for WGO in context.
Analysts and Industry Data Foreshadowed a Tough QuarterThe company’s weak Q3 2026 earnings report was foreshadowed by analysts who lowered their price targets ahead of the report. On June 23, Roth Mkm and Benchmark both lowered their targets for WGO to $32 and $40 from $38 and $48.
That goes along with the summer 2026 forecast from the RV Industry Association, which revised its forecast for shipped units to a range of 300,000 to 328,100 with a median of 314,000 units. At the median, that marks an 8.2% year over year decline.
Winnebago’s report aligned with that outlook. The company delivered revenue of $698.70 million, below estimates of $755.68 million. Adjusted earnings per share (EPS) of 66 cents were also below the estimates of 81 cents. Making matters worse, those numbers were down approximately 10% and 18% year-over-year, respectively.
Some context softens the blow. The company's gross margin came in at 13.6%, essentially flat with the 13.7% reported in the year-ago quarter. That suggests Winnebago is preserving pricing discipline even as volume contracts. On a GAAP basis, net income was $14.5 million, or 51 cents per diluted share. That's still a profitable quarter in what management plainly called a challenged demand environment.
A Different Consumer Meets a Different WinnebagoThe recreational vehicle (RV) industry thrived in 2020 and 2021. Consumers looking to travel but remain socially distant leaned hard into the outdoor lifestyle, including RVs. The benefit of low interest rates to accommodate financing and stimulus money flowing caused a boom for many RV makers, including Winnebago.
But those days are a distant memory. The macroeconomic picture is inverted, and the industry is faced with more “choiceful” consumers. The interest is still there; the commitment is lacking.
That fits into the bucket of things Winnebago can’t control.
However, while the state of the consumer is different, so is Winnebago. WGO trades right around where it was in 2019. But since the end of its 2019 fiscal year, the company acquired Newmar. Then, in 2021, it added Barletta Boats. More recently, the company acquired the Grand Design motorhome brand. That’s given the company several new revenue streams, and the company’s report makes it clear that the Newmar and Grand Design brands were bullish outliers in an otherwise poor quarter.
But that’s not showing up in the numbers. Winnebago made downward revisions to its full-year guidance. The company now expects revenue between $2.65 billion and $2.75 billion and adjusted EPS of $1.65 to $2.. Those don’t suggest growth, but if they are a worst-case scenario, it could explain the post-earnings price action
The WGO Chart Hints at a Short-Term SetupThe setup on the chart is worth a closer look. WGO gapped higher on Thursday to close at $30.87 on volume of 1.4 million shares. The move reclaimed the 50-day simple moving average (SMA) at $30.18 in a single session, flipping a key short-term resistance level into support.
The pattern rhymes with a setup from late summer 2025. Back then, the stock built a multi-week base near $28 to $30 before breaking out and spiking through the fall. WGO has spent the last two months consolidating in that same price zone, and Thursday's surge on outsized volume could mark the start of a similar leg higher.
Momentum indicators are starting to confirm. The moving average convergence divergence (MACD) line has crossed above its signal line, and the histogram has flipped positive. That's an early bullish trigger, though it needs follow-through to carry weight.
Resistance sits in the $36 to $38 zone, where the stock topped last fall, and again near $44, where buyers stalled in February. A failure to hold the $28 level would invalidate the setup. For investors who can stomach the cyclical risk, the current reaction offers a defined-risk entry into a name already trading at depressed multiples.
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Darden Restaurants' NYSE: DRI stock price is on track to hit new highs because its high-quality business is outperforming peers, growing across brands, generating ample cash flows, and sustaining a robust capital return program. The capital return program is a significant factor in 2026, with investors reducing exposure to high-risk tech stocks in favor of safer havens. For Darden Investors, that means a reliable dividend with market-beating yield and aggressive share buybacks.
Darden Restaurants Today
DRI
Darden Restaurants
$213.79 +0.07 (+0.03%)
As of 06/26/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$169.00▼
$222.56Dividend Yield2.81%
P/E Ratio20.60
Price Target$228.32
Dividends yield 2.8% with shares trading near record highs. The record highs are another significant factor in 2026, as DRI’s price action has been winding up within a range for the past 18 months. Assuming a break to new highs, the technical setup suggests a $60 upside from the critical resistance level, potentially reached within months. Triggers for the market include expected dividend increases, which have been growing at a double-digit annual rate, and buybacks.
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Darden’s management expressed high confidence in future cash flows by increasing its buyback allotment. The fiscal-year authorization of $1.5 billion represents more than 6% of the late-June market, keeping the company on track to sustain its aggressive pace. As it stands, the fiscal year 2026 (FY2026) activity reduced the count by an average of 1.7% for the year and by 2.2% for Q4 FY2026.
Darden Gobbles Up the Competition in Fiscal Q4Darden Restaurants had a solid quarter with revenue growing by 13.7% to $3.72 billion. Earnings results were strong, even accounting for an extra week in the quarter. Comps were up by 4.6% across the network. Longhorn Steakhouse led, growing by 9.5%, followed by a 4.6% increase in Other, a 2.4% increase at Olive Garden, and a 1.9% increase at Fine Dining establishments. New stores accounted for 2% of the growth.
Margin news was also good. The company managed to control costs and drive improved bottom-line results. Adjusted earnings grew by an accelerated 22.8%, nearly doubling the top-line advance, and outpaced the consensus despite a slim miss in revenue. Looking ahead, earnings strength is expected to continue, as reflected in the guidance. The only bad news is that the earnings-per-share mid-point of $11.225 was below the consensus estimate, which could produce a headwind for near-term price action.
Analysts and Institutions Support Darden Restaurants Stock in 2026Analysts' bullish trends provide support for the market. MarketBeat tracks 27 who rate the stock as a consensus Moderate Buy with 63% Buy-side bias in the data. The consensus price target assumes fair value near the current all-time high, but recent revisions are pushing the upper end of the range. Bank of America set a high target in early June of $276, well above the existing high and nearly a 30% gain from the pre-release close.
Overall MarketRank™76th Percentile
Analyst RatingModerate Buy
Upside/Downside6.8% Upside
Short Interest LevelBearish
Dividend StrengthModerate
News Sentiment0.62 Insider TradingSelling Shares
Proj. Earnings Growth9.56%
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Institutional activity also reflects support and a high potential for this group to buy DRI shares upon price weakness. They own about 94% of the stock and have been aggressively accumulating at a $2-to-$1 pace over the trailing 12 months. Their activity ramped up in late 2025 and early 2026 as price action pulled back from near-record highs, and will likely do so again when a discount presents itself. Short interest is mildly elevated at nearly 5%, but not a problem at this time, more likely tied to hedging activity than bearish trading.
Darden’s stock price fell about 3% in premarket trading following earnings release, before recovering partially after the open. Long-term, the decline could extend further. The caveat is that this market pulled back to a congestion zone where buyers are likely waiting.
The more likely scenario is that the DRI price stock bottoms quickly, confirming support in the $190 to $200 range by summer’s end, while the less likely scenario is that price action falls significantly further. The critical support target is $190; a move below it could trigger a fall to $175 or lower.
Darden’s biggest risks this year are consumer trends and commodity prices. Consumer trends are sluggish, impaired by inflationary pressures, but not yet reflected in DRI results. Commodity pricing, specifically beef, is a more pressing issue impairing restaurant-level margins. The company’s solution is to increase prices slowly, trailing inflation, to keep consumers coming back while mitigating cost increases.
Other offsets include operational efficiencies, scaling purchase agreements across brands, and hedging activities in anticipation of future price changes. Catalysts include the integration and scaling of its acquisitions, the conversion of Bahama Breeze to new formats, and the expansion of its footprint. The 2027 guidance includes plans for up to 80 new stores, a 3.6% increase relative to 2026’s final count.
Should You Invest $1,000 in Darden Restaurants Right Now?Before you consider Darden Restaurants, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Darden Restaurants wasn't on the list.
While Darden Restaurants currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
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