Track market-moving stories before they get noisy

Tempus AI (NASDAQ:TEM) will acquire Personalis (NASDAQ:PNSL) in a stock deal valued at $1.5 billion, expanding its reach in the market for tests that monitor cancer recurrence after treatment.

Personalis shareholders will receive $16.25 per share, a 6% premium to Friday's closing price and a 28% premium to the unaffected 30-day volume-weighted average price.

The deal is structured as an all-stock transaction, though Tempus has the option to pay up to 50% of the consideration in cash, with a maximum exchange ratio of 0.3356 Tempus shares for each Personalis share.

Shares of Tempus fell more than 8% Monday, while Personalis dropped 11.5%.

The acquisition builds on a partnership the companies established in November 2023, when Tempus invested in Personalis and began commercializing its NeXT Personal minimal residual disease (MRD) test.

Personalis' technology, which tracks circulating tumor DNA to detect cancer recurrence and monitor treatment response, has Medicare coverage in three indications.

"MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs," said Eric Lefkofsky, CEO of Tempus.

Personalis reported preliminary second-quarter revenue of $22.4 million, with 10,384 clinical tests delivered in the quarter, a 33% increase in volumes from the prior quarter.

The deal, approved by both companies' boards, is expected to close in late 2026 or early 2027, pending Personalis shareholder approval and regulatory clearance.

Tempus AI (NASDAQ:TEM) will acquire Personalis (NASDAQ:PNSL) in a stock deal valued at $1.5 billion, expanding its reach in the market for tests that monitor cancer recurrence after treatment.

Personalis shareholders will receive $16.25 per share, a 6% premium to Friday's closing price and a 28% premium to the unaffected 30-day volume-weighted average price.

The deal is structured as an all-stock transaction, though Tempus has the option to pay up to 50% of the consideration in cash, with a maximum exchange ratio of 0.3356 Tempus shares for each Personalis share.

Shares of Tempus fell more than 8% Monday, while Personalis dropped 11.5%.

The acquisition builds on a partnership the companies established in November 2023, when Tempus invested in Personalis and began commercializing its NeXT Personal minimal residual disease (MRD) test.

Personalis' technology, which tracks circulating tumor DNA to detect cancer recurrence and monitor treatment response, has Medicare coverage in three indications.

"MRD is a large and rapidly growing market with the potential to truly transform how cancer patients are monitored, helping clinicians make faster and more informed decisions when cancer recurs," said Eric Lefkofsky, CEO of Tempus.

Personalis reported preliminary second-quarter revenue of $22.4 million, with 10,384 clinical tests delivered in the quarter, a 33% increase in volumes from the prior quarter.

The deal, approved by both companies' boards, is expected to close in late 2026 or early 2027, pending Personalis shareholder approval and regulatory clearance.

NEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- Julie & Holleman LLP, a nationally recognized shareholder rights firm, is investigating the proposed acquisition of Personalis, Inc. (Nasdaq: PSNL) by Tempus AI, Inc. (Nasdaq: TEM), an existing Personalis shareholder and strategic partner.

For a free consultation, please visit https://julieholleman.com/personalis-inc/. You may also contact partner Scott Holleman at (929) 415-1020 or by email at [email protected].

Personalis is a precision oncology company that develops advanced genomic tests designed to detect and monitor cancer. The company has established itself as a leader in molecular residual disease ("MRD") testing, a rapidly growing market with significant long-term potential.

On July 20, 2026, Personalis announced that it had agreed to be acquired by Tempus for consideration valued at $16.25 per share. Tempus, however, is not a typical third-party acquirer. The company already owns a significant equity stake in Personalis through an existing strategic relationship that began in 2023 and has worked closely with Personalis in commercializing its MRD technology.

Julie & Holleman is investigating whether Personalis' public shareholders are receiving fair value for their shares. The firm is particularly concerned that Tempus' preexisting ownership position and strategic relationship with Personalis may have created conflicts of interest during the sale process. The firm is also evaluating whether the merger consideration adequately reflects Personalis' long-term value as demand for MRD testing continues to grow.

FIRM INFORMATION

Julie & Holleman is a boutique law firm that focuses on shareholder litigation, including derivative actions, mergers and acquisitions cases, securities fraud class actions, and corporate investigations. The firm’s attorneys litigate in state and federal courts across the nation and have helped secure hundreds of millions of dollars for aggrieved companies and their shareholders. For more information about the firm, please visit www.julieholleman.com. This notice may constitute attorney advertising.

Julie & Holleman LLP
W. Scott Holleman, Esq.
157 East 86th Street
4th Floor
New York, NY 10028
(929) 415-1020
www.julieholleman.com

Investors looking for stocks in the Retail - Jewelry sector might want to consider either Signet (SIG) or Compagnie Financiere Richemont AG (CFRUY). But which of these two stocks presents investors with the better value opportunity right now?

Key Takeaways ALTO sees year-round E15 sales as a potential long-term catalyst for ethanol demand.Expanded E15 access could help absorb added low-carbon ethanol output and support industry margins.Nationwide E15 adoption, including California, could add roughly 1 billion gallons of ethanol demand. Alto Ingredients, Inc. (ALTO - Free Report) could benefit from expanding year-round E15 gasoline sales, which may become an important long-term demand catalyst for its ethanol business. While the company has been improving operations and benefiting from Section 45Z production tax credits, broader E15 adoption could strengthen domestic ethanol demand and provide a larger market for low-carbon renewable fuels. In its first-quarter 2026 earnings call, management highlighted California’s AB 30, which provides a pathway for year-round E15 sales, and noted growing momentum for similar legislation at the federal level.

Stronger demand is becoming increasingly important for ethanol producers. While production incentives encourage higher output, Alto Ingredients believes demand growth is necessary to prevent excess supply from weighing on industry margins. Management described expanded E15 access as an important complement to 45Z incentives by helping the market absorb additional low-carbon ethanol production over time while complementing demand from export markets.

The opportunity could become even more meaningful as Alto Ingredients continues improving production efficiency and operational performance. In its first-quarter earnings call, management cited industry estimates implying that nationwide year-round E15 adoption, including California, could add roughly 1 billion gallons of ethanol demand. While the pace of adoption remains dependent on policy implementation and market acceptance, broader E15 availability could represent a meaningful long-term growth catalyst for Alto Ingredients and the broader ethanol industry.

How ALTO's Ethanol Growth Story Compares With PeersGevo, Inc. (GEVO - Free Report) also sees expanding ethanol demand as an important long-term industry catalyst. In its first-quarter 2026 earnings call, Gevo said year-round E15 adoption could increase ethanol demand while highlighting growing export demand and the emergence of new low-carbon fuel markets. Gevo believes these demand drivers could support additional ethanol consumption and strengthen the growth opportunity for its low-carbon ethanol platform.

Green Plains Inc. (GPRE - Free Report) also views strong ethanol demand as an important long-term industry driver. In its first-quarter 2026 earnings call, Green Plains highlighted solid domestic and international demand, including healthy export markets, and said the structural backdrop for ethanol remains as positive as it has been in years. Green Plains believes sustained demand, combined with operational execution and its carbon strategy, supports the long-term cash-generation outlook and reinforces a constructive industry backdrop.

ALTO Stock Price Performance, Valuation & EstimatesShares of Alto Ingredients have surged 374.8% over the past year compared with the industry’s growth of 20.4%.

Image Source: Zacks Investment Research

From a valuation standpoint, ALTO trades at a forward price-to-sales ratio of 0.45, lower than the industry’s average of 3.3.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Alto Ingredients’ 2026 and 2027 earnings per share implies a year-over-year rise of 671.4% and 53.7%, respectively.

Image Source: Zacks Investment Research

Alto Ingredients currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META | META Price Prediction), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending are getting ahead of future demand. 

Yet not every financing announcement deserves the same reaction. Nebius Group (NASDAQ:NBIS) demonstrated that point today after unveiling a new funding agreement that appears to strengthen — not weaken — its long-term investment case.

The market agreed, as shares are gaining about 3% in midday trading today following the announcement it secured $775 million in its first secured debt financing, with proceeds earmarked for expanding its global AI infrastructure footprint.

Why This Debt Looks Different Debt has become a dirty word in AI investing, but context matters. Nebius’s latest financing differs from the massive borrowing programs undertaken by the largest cloud providers because of both its structure and purpose.

Unlike the convertible notes Nebius previously issued, this financing is secured by tangible assets, likely including data centers and related infrastructure. Asset-backed debt generally carries lower borrowing costs while avoiding the shareholder dilution that often accompanies convertible securities.

Just as important, lenders don’t extend secured financing without rigorous due diligence. The collateral must have measurable value, and the underlying business needs enough visibility to support repayment. In that sense, this financing serves as another vote of confidence in Nebius’s expanding infrastructure platform.

Let’s not overlook timing either. AI compute remains in short supply, allowing infrastructure providers to monetize new capacity quickly when backed by committed customers.

Fueling A Business Already Growing Rapidly Nebius isn’t borrowing simply to keep the lights on. The financing is designed to accelerate a business already benefiting from powerful industry tailwinds.

The company has landed major contracts with hyperscalers, including Meta, while maintaining a close relationship with Nvidia (NASDAQ:NVDA), whose GPUs remain the backbone of AI training and inference workloads. Those partnerships provide more revenue visibility than many early-stage infrastructure companies enjoy.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.

That visibility matters because Nebius is pursuing an ambitious global expansion strategy centered on building GPU clusters and data centers capable of serving enterprise and hyperscale customers. Every new facility creates additional revenue-generating capacity.

Ironically, this is where Nebius differs from many concerns surrounding hyperscaler debt. Meta, Microsoft, and Alphabet will each spend between $100 billion and $200 billion this year on AI infrastructure from already enormous revenue bases. Nebius, by comparison, is much smaller, making percentage growth far higher while requiring far less absolute capital to expand.

The financing also diversifies Nebius’s capital structure. Moving beyond equity raises and convertible debt lowers its weighted average cost of capital while demonstrating that traditional lenders increasingly view its infrastructure as financeable assets rather than speculative projects.

The Risks Haven’t Disappeared Granted, investors shouldn’t mistake this announcement for a guarantee of success. Nebius still carries debt from earlier convertible offerings, while constructing AI data centers remains expensive and operationally challenging. Delays, cost overruns, or weaker-than-expected AI demand could reduce utilization rates and pressure returns on those investments. Competition from hyperscalers that eventually monetize excess computing capacity also remains a long-term consideration.

Those risks deserve monitoring, but today’s financing actually reduces one of the biggest uncertainties: whether Nebius could continue funding its aggressive expansion without leaning heavily on shareholder dilution.

Key Takeaway In short, Nebius’s $775 million secured financing is more than another capital raise. It represents validation from sophisticated lenders that the company’s infrastructure has meaningful collateral value and that its expansion plans are supported by visible demand. Combined with its relationships with Meta and Nvidia, the financing strengthens a growth narrative that was already gaining traction.

For investors looking beyond today’s 3% share-price gain, this announcement suggests Nebius is evolving from a promising AI upstart into a company capable of financing growth on increasingly favorable terms. In an industry where access to capital often determines who wins, that’s an encouraging milestone.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Nebius Group didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Redwire (RDW +4.08%) shares have surged twice over the past couple of years, only to fall off a cliff. It's a frustrating cycle given the company's intriguing growth potential as a supplier of components for space systems. Sometimes, volatility can create a life-changing buying opportunity, while other times, it's a signal to stay away.

It's crucial to understand what has held Redwire stock back in order to gauge what a $5,000 investment might look like in five years.

Strong growth potential, held back by two red flags Redwire supplies crucial components and systems to several high-growth industries, including satellites and drone systems, for both commercial and government applications.

The company reported first-quarter revenue of $97 million, up 57% year over year. Even more impressive was Redwire's 1.92 book-to-bill ratio, meaning that it booked far more new orders than it billed to customers. It points to the company's strong growth momentum. Management anticipates full-year sales of $450 million to $500 million, 49% growth from last year's $335.4 million at the high end of guidance.

Image source: Getty Images.

However, Redwire is deeply unprofitable. The business has burned roughly $165 million in free cash flow over the past four quarters, and net losses are even worse at $300 million. Redwire's share count has risen, roughly tripling since early 2025, and management announced a new offering in June to sell up to $500 million of new common shares on the market.

Suppose you invested $5,000 today Although Redwire's revenue could grow by 49% this year, it's asking a lot to assume the company sustains that growth rate. Instead, I'll assume revenue grows at an annualized rate of 25% over five years. Starting with last year's $335 million in sales, revenue would hit $1 billion in five years.

The stock also seems a bit expensive at 10 times its trailing-12-month earnings. For instance, Heico, an established aerospace components company, trades at 3.4 times sales. That company is growing at about 17% but is already profitable. I'll assume that Redwire's valuation ultimately settles at 5 times sales.

Today's Change

(

4.08

%) $

0.35

Current Price

$

8.80

Based on all that, Redwire would trade at a market value of approximately $5 billion in five years. That's a 150% return on the stock's current market cap of $2 billion, making Redwire a winner from here. Remember, that assumes a lot goes right over the next five years and doesn't factor in the recent $500 million offering or any additional shares added to the float during that period. The reality is that the returns could be far lower, even if the business does well.

Given the math above, I probably wouldn't chase Redwire at higher prices than where it is right now. That's at about $9 per share, far below its 52-week high. Above that, the risk becomes too high and the potential reward too low.

Hut 8 Mining Corp (TSX:HUT, Unlisted (US):HUTMF) shares climbed nearly 12% on Monday after the company announced a second long-term lease agreement for its Beacon Point AI data center campus in Texas, fully commercializing the 1-gigawatt facility and increasing its contracted data center portfolio.

The company announced a 15-year lease agreement covering 352 megawatts (MW) of IT capacity with the same high-investment-grade tenant that signed the first phase lease at the campus. The agreement carries a base-term contract value of $9.8 billion and brings the tenant’s total contracted capacity at Beacon Point to 704 MW.

With the transaction, Hut 8’s total contracted AI data center capacity rises to 949 MW across its portfolio, supported by 1,330 MW of utility capacity. The company reported aggregate base-term contract value of $26.6 billion and average annual net operating income of more than $1.75 billion across its contracted AI data center assets.

The Beacon Point campus, located in Nueces County, Texas, is secured by a 1,000 MW utility interconnection agreement with AEP Texas. Hut 8 said the second lease fully commercializes the campus, with the full 1,000 MW capacity now contracted under two 15-year agreements.

The second phase lease will support the development of another 352 MW AI factory designed around Nvidia’s DSX reference architecture for large-scale AI infrastructure. Hut 8 expects initial Phase 2 data hall delivery in the second quarter of 2028.

The company expects the second lease to contribute $9.8 billion in cumulative net operating income over the base term, or approximately $655 million annually once stabilized. Including both phases, Hut 8 expects the full Beacon Point campus to generate $1.31 billion in average annual NOI.

Hut 8 noted that three five-year renewal options under each lease could increase potential campus-level contract value to $50.2 billion if fully exercised.

“The real test of our power-first approach is what our partners are willing to commit against it,” Asher Genoot, CEO of Hut 8, said.

“Our tenant at Beacon Point chose to double its footprint at the site, the strongest validation an asset can receive. We took this greenfield site from first lease to full commercialization in just months,” he said.  

“That speaks to the quality of the sites we originate, the credibility of our delivery, and the long-term orientation of our partnerships. The opportunity ahead of us is to apply the same model across our development pipeline.”

The company also highlighted its “power-first” development approach, which involves securing energy capacity before building data center infrastructure. Hut 8 said the Beacon Point project was initially developed around speed-to-power opportunities before being converted into a fully contracted AI data center campus.

Construction activity is underway at the site, with long-lead equipment procured and initial energization still expected in the first quarter of 2027, according to the company.

Analysts on Wall Street project that Tractor Supply (TSCO - Free Report) will announce quarterly earnings of $0.83 per share in its forthcoming report, representing an increase of 2.5% year over year. Revenues are projected to reach $4.63 billion, increasing 4.4% from the same quarter last year.

The current level reflects a downward revision of 1.8% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.

Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association between trends in earnings estimates and the short-term price movements of a stock.

While investors typically use consensus earnings and revenue estimates as a yardstick to evaluate the company's quarterly performance, scrutinizing analysts' projections for some of the company's key metrics can offer a more comprehensive perspective.

With that in mind, let's delve into the average projections of some Tractor Supply metrics that are commonly tracked and projected by analysts on Wall Street.

The average prediction of analysts places 'Number of stores - Petsense' at 206 . The estimate is in contrast to the year-ago figure of 207 .

Analysts predict that the 'Number of stores' will reach 2,658 . The estimate is in contrast to the year-ago figure of 2,542 .

Based on the collective assessment of analysts, 'Number of stores - Tractor Supply' should arrive at 2,456 . Compared to the present estimate, the company reported 2,335 in the same quarter last year.

The consensus among analysts is that 'Sales per selling square foot' will reach $111.28 . The estimate is in contrast to the year-ago figure of $111.67 .

It is projected by analysts that the 'Total selling square footage' will reach 42 millions of square feet. Compared to the current estimate, the company reported 40 millions of square feet in the same quarter of the previous year.

The consensus estimate for 'New stores opened - Tractor Supply' stands at 18 . Compared to the current estimate, the company reported 24 in the same quarter of the previous year.

View all Key Company Metrics for Tractor Supply here>>>

Over the past month, shares of Tractor Supply have returned +0.9% versus the Zacks S&P 500 composite's +0.6% change. Currently, TSCO carries a Zacks Rank #4 (Sell), suggesting that it may underperform the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .

Bitmine hält 4,8 % des gesamten ETH-Umlaufs von 120,7 Millionen

Bitmine hat in nur 12 Monaten bereits 96 % des Weges zur „Alchemie der 5 %" zurückgelegt

Bitmine hat in der vergangenen Woche 5,5 Millionen Stammaktien zurückgekauft, die im Rahmen des zuvor angekündigten Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar genehmigt worden waren.

Bitmine wurde am 26. Juni 2026 in den Russell 1000 Large-Cap-Index aufgenommen

Die Vorzugsaktien der Serie A von Bitmine werden an der NYSE unter dem Symbol BMNP gehandelt

Bitmine verfügt über 4.917.189 gestakte ETH, was bei einem Kurs von 1.879 US-Dollar pro ETH einem Wert von 9,2 Milliarden US-Dollar entspricht. MAVAN (Made in America VAlidator Network) ist eine führende Ethereum-Staking-Plattform für BMNR und institutionelle Anleger

Bitmine hält Anteile an Eightco im Wert von 58 Millionen US-Dollar (NASDAQ: ORBS), das mittlerweile zu den wenigen börsennotierten Aktien weltweit zählt, die Anlegern ein indirektes Engagement in OpenAI ermöglichen

Die Kryptowährungsbestände von Bitmine sowie die gesamten Barmittel und marktfähigen Wertpapiere und die „Moonshots" belaufen sich auf insgesamt 11,5 Milliarden US-Dollar, darunter 5,78 Millionen ETH-Token, Barmittel und marktfähige Wertpapiere in Höhe von 385 Millionen US-Dollar sowie sonstige Kryptowährungsbestände.

Bitmine wird weiterhin von einer Gruppe führender institutioneller Investoren unterstützt, darunter Cathie Wood von ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital und der Privatinvestor Thomas „Tom" Lee, um das Ziel von Bitmine zu unterstützen, 5 % der ETH zu erwerben

, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. („Bitmine" oder das „Unternehmen"), ein auf Bitcoin und das Ethereum-Netzwerk spezialisiertes Unternehmen, dessen Schwerpunkt auf dem Aufbau von Kryptowährungsbeständen für langfristige Investitionen liegt, gab heute bekannt, dass sich die Gesamtwert der Bitmine-Krypto-Bestände sowie der Barmittel und marktfähigen Wertpapiere und der „Moonshots"-Bestände auf insgesamt 11,5 Milliarden US-Dollar belaufen.

Bitmine Weekly Update

STAKING: BMNR now staking over 4.9 million ETH as of July 19, 2026

ALCHEMY OF 5%: BMNR ranked #187 by 5D avg daily $ volume Stand 19. Juli 2026, 20:30 Uhr ET, setzen sich die Kryptowährungsbestände des Unternehmens aus 5.777.468 ETH zu einem Kurs von 1.879 US-Dollar pro ETH zusammen (laut Coinbase, NASDAQ: COIN), 207 Bitcoin (BTC), eine Beteiligung in Höhe von 180 Millionen US-Dollar an Beast Industries, eine Beteiligung in Höhe von 58 Millionen US-Dollar an Eightco Holdings (NASDAQ: ORBS) („Moonshots") sowie Barmittel und marktfähige Wertpapiere in Höhe von insgesamt 385 Millionen US-Dollar. Die ETH-Bestände von Bitmine machen 4,8 % des ETH-Gesamtbestands (von 120,7 Millionen ETH) aus.

„Bitmine hat in der vergangenen Woche rund 5,5 Millionen Stammaktien zu einem Durchschnittspreis von 15,6156 US-Dollar zurückgekauft. Wir betrachten den Rückkauf unserer Stammaktien als wertsteigernd für die Aktionäre", erklärte Thomas „Tom" Lee, Chairman von Bitmine.

Bitmine hat den Rückkauf von 5,5 Millionen Stammaktien im Rahmen des zuvor genehmigten Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar durchgeführt. 

„In der vergangenen Woche haben wir 7.430 ETH erworben. Das geringere Kaufvolumen spiegelt wider, dass Bitmine 5,5 Millionen Stammaktien zurückgekauft hat. Bitmine hat seit Einführung der ETH-Treasury-Strategie am 30. Juni 2025 jede Woche ETH gekauft", erklärte Lee.

Am 16. Juli 2026 veröffentlichte Bitmine die neueste Botschaft des Vorstandsvorsitzenden (Link hier:) für Juli 2026. Der Titel der Botschaft lautet: „ETH is the cure for the Uncanny Valley of Wealth."

Anfang 2026 brachte Bitmine MAVAN (das „Made in American VAlidator Network") auf den Markt, eine Staking-Plattform für institutionelle Anleger. Während MAVAN ursprünglich entwickelt wurde, um die eigene Ethereum-Treasury von Bitmine zu unterstützen, beabsichtigt MAVAN, sein Angebot auszuweiten, um institutionelle Anleger, Verwahrstellen und Ökosystempartner zu bedienen, die eine erstklassige Staking-Infrastruktur suchen. Ein Teil der ETH von Bitmine ist bereits auf der MAVAN-Plattform gestakt.

Stand 19. Juli 2026 beläuft sich die Gesamtmenge der bei Bitmine gestakten ETH auf 4.917.189 (9,2 Milliarden US-Dollar bei einem Kurs von 1.879 US-Dollar pro ETH). „Bitmine hat mehr ETH gestakt als jede andere Organisation weltweit. Im großen Maßstab (wenn die ETH von Bitmine vollständig von MAVAN und seinen Staking-Partnern gestaked wird) beläuft sich die prognostizierte ETH-Staking-Prämie auf annualisierter Basis auf 290 Millionen US-Dollar (unter Zugrundelegung einer 7-Tage-BMNR-Rendite von 2,67 %)", erklärte Lee.

„Die annualisierten Staking-Erträge werden nun auf 247 Millionen Dollar geschätzt. Und diese 4,9 Millionen ETH entsprechen 85 % der 5,78 Millionen ETH, die Bitmine hält. Die eigenen Staking-Aktivitäten von Bitmine erzielten eine 7-Tage-Rendite von 2,67 % (annualisiert)", fuhr Lee fort.

Die Kryptowährungsbestände von Bitmine sind die größte Ethereum-Kasse und die zweitgrößte Kasse weltweit, hinter Strategy Inc., das Berichten zufolge 843.775 BTC im Wert von etwa 55 Milliarden US-Dollar besitzt. Bitmine bleibt die weltweit größte ETH-Treasury. 

Bitmine ist eine der am häufigsten gehandelten Aktien in den USA. Nach Angaben von Fundstrat verzeichnete die Aktie ein durchschnittliches tägliches Handelsvolumen von 579 Millionen US-Dollar (5-Tage-Durchschnitt, Stand: 17. Juli 2026) und belegt damit Platz 187 in den USA – hinter Airbnb (Platz 186) und vor Fastenal (Platz 188) unter 5.704 in den USA notierten Aktien (statista.com und Fundstrat-Research).

Die Geschäftsführung von Bitmine ist der Ansicht, dass der GENIUS Act und das Project Crypto der Securities and Exchange Commission (SEC) für die Finanzdienstleistungen im Jahr 2025 ebenso wegweisend sind wie die Maßnahmen der USA vom 15. August 1971, mit denen vor 54 Jahren das Bretton-Woods-System und die Bindung des US-Dollars an den Goldstandard beendet wurden. Dieses Ereignis aus dem Jahr 1971 war der Auslöser für die Modernisierung der Wall Street und führte zur Entstehung der legendären Wall-Street-Giganten sowie der heutigen Finanz- und Zahlungsinfrastruktur. Diese erwiesen sich als bessere Investitionen als Gold.

Die Nachricht des Chairman von Bitmine finden Sie hier:
https://www.Bitminetech.io/chairmans-message

Die Präsentation der Ergebnisse für das gesamte Geschäftsjahr 2025 sowie die Unternehmenspräsentation finden Sie hier: https://Bitminetech.io/investor-relations/

Wenn Sie an aktuellen Informationen interessiert sind, melden Sie sich bitte hier an: https://Bitminetech.io/contact-us/

Informationen zu Bitmine
Bitmine (NYSE: BMNR) ist ein Bitcoin-Miner mit Aktivitäten in den USA. Das Unternehmen setzt sein überschüssiges Kapital ein, um das weltweit führende Ethereum-Treasury-Unternehmen zu werden, und verfolgt eine innovative Strategie für digitale Vermögenswerte für institutionelle Investoren und Teilnehmer an den öffentlichen Kapitalmärkten. Geleitet von seiner Philosophie der „Alchemy of 5 %" setzt das Unternehmen auf ETH als primären Treasury-Reservewert und nutzt dabei protokollnative Aktivitäten, darunter Staking und dezentrale Finanzmechanismen. Das Unternehmen führte im Jahr 2026 MAVAN (Made in America VAlidator Network) ein, eine spezielle Staking-Infrastruktur für Bitmine-Vermögenswerte.

Weitere Informationen finden Sie auf X:
https://x.com/bitmnr
https://x.com/fundstrat

Zukunftsgerichtete Aussagen
Diese Pressemitteilung enthält Aussagen, die „zukunftsgerichtete Aussagen" im Sinne des Private Securities Litigation Reform Act von 1995 darstellen. Die Aussagen in dieser Pressemitteilung, die nicht rein historischer Natur sind, sind zukunftsgerichtete Aussagen, die Risiken und Unsicherheiten beinhalten. Diese zukunftsgerichteten Aussagen sind an Begriffen wie „erwartet", „plant", „prognostiziert", „beabsichtigt", „glaubt", „geht davon aus", „schätzt" und ähnlichen Formulierungen zu erkennen. Dieses Dokument enthält insbesondere zukunftsgerichtete Aussagen zu folgenden Punkten: (i) die Ziele des Unternehmens hinsichtlich des Erwerbs von ETH, einschließlich der Initiative „Alchemy der 5 %" und der Aussage, dass Bitmine dieses Ziel bereits zu 96 % erreicht habe; (ii) die Strategie des Unternehmens zum Aufbau digitaler Vermögenswerte sowie seine Staking-Aktivitäten, einschließlich der Aussage, dass Bitmine über 4.917.189 gestakte ETH im Wert von 9,2 Milliarden US-Dollar verfügt, prognostizierte annualisierte ETH-Staking-Erträge von etwa 290 Millionen US-Dollar (sofern die ETH von Bitmine vollständig durch MAVAN und dessen Staking-Partner gestakt wird) sowie derzeit prognostizierte annualisierte Staking-Erlöse von etwa 247 Millionen US-Dollar; (iii) die geplante Expansion von MAVAN zur Betreuung institutioneller Anleger, Verwahrstellen und Ökosystempartner, die eine erstklassige Staking-Infrastruktur suchen; (iv) das anhaltende Engagement des Unternehmens, im Rahmen seiner ETH-Treasury-Strategie wöchentlich ETH zu erwerben; (v) die Überzeugung des Managements, dass der GENIUS Act und das SEC-Projekt „Crypto" für die Finanzdienstleistungen ebenso transformativ sind wie die Maßnahmen der USA vom 15. August 1971, mit denen das Bretton-Woods-System und der Goldstandard des US-Dollars beendet wurden; (vi) die Erwartungen hinsichtlich des Aktienrückkaufprogramms in Höhe von 4 Milliarden US-Dollar und dessen wertsteigernde Wirkung für die Aktionäre; (vii) Aussagen darüber, dass die Investition des Unternehmens in Eightco Holdings ein indirektes Engagement bei OpenAI darstellt; sowie (viii) das künftige Wachstum und die Weiterentwicklung der Ethereum-Treasury-Strategie des Unternehmens. Bei der Bewertung dieser zukunftsgerichteten Aussagen sollten Sie verschiedene Faktoren berücksichtigen, darunter: die Fähigkeit von Bitmine, mit neuen Technologien und sich wandelnden Marktanforderungen Schritt zu halten; die Fähigkeit von Bitmine, sein laufendes Geschäft, die Ethereum-Treasury-Aktivitäten, Aktienrückkaufmaßnahmen sowie geplante zukünftige Geschäftsvorhaben zu finanzieren; das Wettbewerbsumfeld, in dem Bitmine tätig ist; Marktbedingungen, die den Handelskurs der Stammaktien und der Vorzugsaktien der Serie A des Unternehmens beeinflussen; regulatorische Entwicklungen im Bereich digitaler Vermögenswerte, einschließlich der endgültigen Verabschiedung und Umsetzung des GENIUS Act sowie anderer anhängiger Gesetzgebungsvorhaben und Initiativen der SEC; die Volatilität und Unvorhersehbarkeit der Preise digitaler Vermögenswerte; die Leistung, Zuverlässigkeit und Sicherheit der Staking-Aktivitäten des Unternehmens; Risiken im Zusammenhang mit KI-Systemen und deren Auswirkungen auf die Kryptowährungsmärkte; sowie der zukünftige Wert von Bitcoin und Ethereum. Die tatsächlichen künftigen Entwicklungen und Ergebnisse können wesentlich von den in zukunftsgerichteten Aussagen enthaltenen Angaben abweichen. Zukunftsgerichtete Aussagen unterliegen zahlreichen Bedingungen, von denen viele außerhalb der Kontrolle von Bitmine liegen, einschließlich derjenigen, die im Abschnitt „Risikofaktoren" des Formulars 10-K von Bitmine aufgeführt sind, das am 21. November 2025 bei der SEC eingereicht wurde, sowie allen anderen bei der SEC eingereichten Unterlagen, die von Zeit zu Zeit geändert oder aktualisiert werden. Kopien der von Bitmine bei der SEC eingereichten Unterlagen sind auf der Website der SEC, www.sec.gov, verfügbar. Bitmine übernimmt keine Verpflichtung, diese Aussagen bei Überarbeitungen oder Änderungen nach dem Datum dieser Mitteilung zu aktualisieren, es sei denn, dies ist gesetzlich vorgeschrieben.

Shares of the artificial intelligence (AI) cloud provider Iren Limited (IREN +20.14%) jumped nearly 20% Monday morning after a big revision to its 2026 revenue target. The announcement showed that AI infrastructure investments continue to grow, despite fears that a bubble is forming.

Iren stock eased off its early jump, but remained up by 16.7% as of 11:45 a.m. ET.

Image source: The Motley Fool.

AI developers keep spending Tech stocks have been volatile recently as investors balance the massive spending to build out compute capacity for AI models with fears of a bubble if companies do not receive proper returns on those investments.

Iren announced today that it has continued to sign contracts to lease out its data center capacity. It says it has new long-term cloud service agreements that allow it to raise its year-end annual revenue run rate to over $4 billion. That's up from $3.7 billion and assumes its planned cloud capacity increases are completed this year.

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As companies need more computing resources for AI training and inference, they are seeking contracts with companies like Iren. Its customers include tech giants such as Nvidia and Microsoft, as well as private cloud computing companies like Perplexity and Fluidstack.

The biggest reason investors jumped in today may be that the company noted that "contracted pricing continues to strengthen."

That's a good sign that companies are confident that they will see proper returns on these investments, and that demand for Iren's capacity remains strong.

Howard Smith has positions in Microsoft and Nvidia. The Motley Fool has positions in and recommends Microsoft and Nvidia. The Motley Fool has a disclosure policy.

NEW YORK, July 20, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Futu Holdings Limited (NASDAQ: FUTU) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Futu securities between May 24, 2023 and May 27, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/FUTU.

Futu Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Futu was not in compliance with the requirements of the China Securities Regulatory Commission (“CSRC”), including because Futu continued to conduct securities business, public fund sales business, and futures business in mainland China without obtaining the requisite licenses or approval; as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; and 
as a result of the foregoing, Futu’s financial results were overstated; and as a result of the foregoing, defendants’ positive statements about Futu’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis. What's Next for Futu Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/FUTU. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Futu you have until August 25, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Futu Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Futu Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Contact Info

Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]

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Prior results do not guarantee similar outcomes.

Shares of Space Exploration Technologies Corp (SPCX +0.39%) have been in a tailspin of late. The rocket company, which is also eyeing massive opportunities in artificial intelligence (AI), initially soared when its shares began trading last month, but the rally has since cooled significantly. Last week, the stock fell to below its IPO price of $135, closing at just under $124 on Friday.

Will the stock, which is more commonly known as just SpaceX, continue to fall, or is it likely to bounce back? Here's where I think it's headed.

Image source: Getty Images.

Why SpaceX's stock could finish the year below $100 SpaceX, for all its hype, is a grossly overvalued stock that's based primarily on rosy expectations of future growth rather than strong fundamentals. That's a big risk, particularly in a market that looks as frothy as this one. Although the stock's initial gains were promising and at one point it looked like its valuation could rise above $3 trillion, a pullback was highly likely. In fact, it's come sooner than I expected.

However, even today, with the stock's value falling, its market cap remains extremely high at $1.6 trillion. This is, after all, a business that generated $19 billion in sales last year and incurred a net loss of more than $4.9 billion. Those are not the kinds of numbers you'd expect from a business at this type of valuation. Momentum and excitement can drive a stock's value higher, but it's unlikely to last long.

As lockups on SpaceX's stock begin expiring later this year, insiders may have a strong incentive to sell their shares, given the company's inflated valuation. Thus, there may be more downward pressure on the stock in the near future. This is why I don't think it's a huge stretch to expect the stock to trade far lower this year, and why it may finish the year below $100.

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Buying SpaceX stock today is a big gamble If SpaceX can put data centers in space and help send humans to Mars, its valuation could skyrocket. The problem with its growth story is that it's based on exceptionally high hopes, and the person leading the business, Elon Musk, is known for making rosy forecasts and setting expectations high, only to often fall short in one way or another.

High expectations combined with poor financials could doom SpaceX stock to fall further in both the short and long term, which is why I'd stay far away from it.

SpaceX shares continued their decline on Monday, falling about 1.25% to around $122. The stock remained well below its $135 initial public offering price.

Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.

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Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.

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Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.

VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.

How Style Scores Work with the Zacks Rank A proprietary stock-rating model, the Zacks Rank utilizes the power of earnings estimate revisions, or changes to a company's earnings outlook, to help investors create a successful portfolio.

Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.94% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.

With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.

That's where the Style Scores come in.

You want to make sure you're buying stocks with the highest likelihood of success, and to do that, you'll need to pick stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you like a stock that only has a #3 (Hold) rank, it should also have Scores of A or B to guarantee as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: CNX Resources Corporation. (CNX - Free Report) Founded in 1860, CNX Resources Corporation is an independent oil and gas exploration and production company formed after the separation of CONSOL’s Exploration and Production (E&P) and Pennsylvania Mining Operations into two independent companies. The natural gas-focused company retained the old ticker symbol, while the coal-focused company retained the old company's name.

CNX is a #3 (Hold) on the Zacks Rank, with a VGM Score of A.

Momentum investors should take note of this Oils-Energy stock. CNX has a Momentum Style Score of A, and shares are up 1.9% over the past four weeks.

For fiscal 2026, two analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.03 to $2.87 per share. CNX boasts an average earnings surprise of +46%.

With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, CNX should be on investors' short list.

Apple is preparing its biggest iPad mini update in five years, complete with an OLED display, while also planning refreshes across the rest of its iPad lineup. Bloomberg's Mark Gurman joins Ed Ludlow to discuss Apple's hardware roadmap and how the company is adapting Apple Intelligence for the Chinese market.

© 2024 Getty Images / Getty Images News via Getty Images

I keep buying Apple (NASDAQ:AAPL | AAPL Price Prediction), and the more I read about what its Magnificent Seven peers are spending on AI, the harder my conviction gets. Every quarter I look at what this company actually does with the cash a phone business throws off, and I add to the position again.

Here is what pulls me back to the buy button. Apple sells hardware and software that hundreds of millions of people already use every day, and it turns that installed base into recurring cash. 2.5B+ active devices is the moat. Apple monetizes intelligence through the phones and Macs already sitting on desks, so it does not need to build a data center empire to justify an AI story.

The Receipts Three data points anchor the position. First, cash generation. Full fiscal 2025 revenue was $416.16B, net income was $112.01B, and operating cash flow reached $111.48B. Buybacks alone consumed $90.71B of that. Q2 FY26 layered on $111.18B in revenue (up 16.6% YoY), EPS of $2.01 beating by 3.59% (the 8th consecutive quarter of beating expectations), a fresh $100B buyback authorization, and a 4% dividend raise to $0.27 per quarter.

Second, the balance sheet. Return on equity of 171.42%, return on invested capital of 53.35%, operating margin of 31.97%, and $147 billion in cash and marketable securities against $85 billion in debt. Third, capex discipline. Apple’s full FY25 capex was $12.7B, and Q1 FY26 capex ran $2.37B, down 19.29% YoY.

Why Not Microsoft or Alphabet Those are the two names a reader reaches for first when they think “AI winner.” Both sit inside the hyperscaler capex curve I want to avoid. Vanguard’s 2026 outlook projects AI scalers will spend roughly $2.1 trillion on capital investment from Q1 2025 through Q4 2027. Goldman Sachs’ 2026 outlook flags that hyperscaler capex plus buybacks and dividends have consumed ~95% of operating cash flows over the last 12 months vs ~80% in 2019, forcing some of them into credit markets to keep the machine running. That is the trap I do not want retirement money exposed to.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today.

CFO Kevan Parekh drew the line on the Q2 call: “From the start we have believed AI is a really important investment area for Apple Inc., and we are going to be doing that incrementally on top of what we normally invest in our product roadmap.” Incremental. Inside an existing product framework. Tim Cook backs the product side: “Apple Intelligence is woven into the core of our platforms, powered by Apple silicon and designed from the ground up to deliver intelligence that is fast, personal, and private.”

The Real Risk Valuation. Trailing P/E of 41 and forward P/E of 33 leave little margin for error. If iPhone growth stalls, or if Greater China ($20.497 billion in Q2 FY26) turns on tariff or regulatory pressure, this multiple compresses. I hold that risk clearly. What keeps the thesis intact: Services set an all-time record at $30.98B, Greater China grew 28% in the March quarter, and management guided June quarter revenue growth of 14% to 17%. Growth is still on the right side of that multiple.

The buy button stays active because Apple is turning the AI cycle into cash rather than capex, and every quarter the receipts get thicker.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the reason is simple: the market is pricing this company as if the AI capex bill will crush the P&L, and the numbers say the opposite.

Shares closed at $646.01 on July 17, down 7.6% over the trailing year and 1.96% year to date. I read the raised $125 to $145 billion capex guide as a receipt for compounding infrastructure returns. Three numbers keep pulling me back.

The Custom Silicon Shift On the Q1 2026 call, CFO Susan Li said the capex bump reflected “higher component pricing this year and, to a lesser extent, additional data center costs to support future-year capacity.” Mark Zuckerberg then flagged that Meta is rolling out “more than one gigawatt of our own custom silicon that we are developing with Broadcom” alongside AMD chips complementing the NVIDIA systems. That MTIA blend, co-developed on a cost-efficient 2nm architecture, structurally lowers the component inflation premium and smooths the downstream depreciation hit that bears model uniformly.

Massive EBITDA Leverage Q1 2026 revenue grew 33.08% YoY to $56.31 billion. Operating income rose 30.29% to $22.87 billion. Ad impressions climbed 19% YoY and price per ad rose 12%. TTM EBITDA is $109.3 billion on $214.96 billion of revenue. The core ad machine runs at roughly 62% EBITDA margin, and that is what absorbs rising depreciation with virtually zero threat to overall profitability.

Wholesale Compute Salvage The bear case assumes under-utilized GPU capacity becomes balance-sheet dead weight. Meta’s pivot to renting out surplus compute as a wholesale cloud utility monetizes the hardware while it depreciates. Jim Cramer described the setup on Mad Money on July 6, 2026, noting Meta could “join the ranks of the new clouds” that sell computing power externally. Surplus GPUs turn into revenue rather than overhead.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.

Why Meta and Not the Obvious Alternatives Alphabet (NASDAQ:GOOGL) is the reflex pick for AI-plus-ads exposure. I pass. Meta prints an operating margin of 40.6%, ROE of 32.9%, a gross margin of 82%, and 3.56 billion daily active people across the Family of Apps. Snap (NYSE:SNAP) and Pinterest (NYSE:PINS) are the social-ads pure plays readers reach for. Neither matches Meta’s 30.08% net margin, interest coverage of 71.5, and debt-to-equity of just 0.386. Meta trades at a P/E of 23 and forward P/E of 21 with a PEG of 0.942 while generating $115.8 billion in FY2025 operating cash flow.

The Real Risk Reality Labs lost $4.03 billion in Q1 2026 and $19.2 billion for full-year 2025. Add EU regulatory pressure and the 2026 youth-litigation trials management has flagged as potentially material. Those are real drags. They also sit outside the ad engine that produced $55.909 billion in Q1 Family of Apps revenue. The market has been discounting Reality Labs for years.

Forward Conviction Prediction markets currently assign a 92.5% probability to a Q2 earnings beat and a 36.5% modal probability of 9%-12% price-per-ad growth. Analyst consensus target sits at $822.69. My conviction rests on something simpler: a company earning a 30.24% ROE while building the infrastructure that will compound the next decade of ad monetization. I keep buying because the depreciation Wall Street fears is the moat I am paying for.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

There's no denying Tesla (TSLA 1.43%) ushered electric vehicles (EVs) into the mainstream, even making them cool. And for a long time, being the first to do so meant Tesla was the biggest and best-known name in the business.

Nothing invites competition to a new market like a proven opportunity, though. Now, Tesla's facing a slew of competitors, with one particular EV titan to worry about. That's China's BYD Company (BYDDY +1.42%), which shipped 557,090 battery-powered vehicles last quarter alone, topping Tesla's much-improved total of 480,126, and reclaiming the top spot temporarily lost in Q1.

Data source: CNEVPost. Chart by author.

The question is, what does this mean for Tesla shareholders?

Two finer points behind the broad numbers The numbers in and of themselves don't mean much. A stock's value is relative to that particular company's history and likely future. Both BYD and Tesla could perform well enough to satisfy each organization's shareholders.

In a more qualitative context, though, the two numbers underscore a couple of noteworthy details.

One of these is how, while BYD continues to outsell Tesla in China (as could be expected), it's also doing remarkably well in Europe, where Tesla has historically led. BYD delivered a record-breaking 175,349 electric automobiles to overseas markets in June alone, up nearly 95% year over year, with European demand remaining strong after last year's total shipments to that market growing 270%.

Image source: Getty Images.

The other top talking point from the two companies' recent delivery numbers is one that Tesla supporters are quick to highlight. That's the fact that these two EV names aren't exactly an apples-to-apples comparison. BYD is an integrated manufacturer aiming to build affordable electric vehicles for the masses. While Tesla's Model 3 is also meant to be lower-cost, at a starting price of $36,990 that quickly edges higher with even just a few basic upgrades, Tesla's electric vehicles remain in the upper range of the premium scale.

It would be naïve to believe that the availability of a more affordable option isn't at least poaching some would-be Tesla owners, if not many. The evidence of this dynamic comes in the form of recent price cuts that aren't being matched dollar for dollar with production cost cuts. Unsurprisingly, these materialized in step with the ramp-up of BYD's deliveries.

Connecting the dots So what does this mean for Tesla's dominance of the EV market, and by extension, for shareholders?

It's simple -- it means Tesla is no longer dominant.

It's still an EV powerhouse to be sure. The advent of its first similarly scaled competition, however, is exposing the downside of some strategic decisions, like the fact that it's not as vertically integrated as BYD is. This more streamlined structure raises its total manufacturing costs, while also limiting its flexibility. And there was little room for either, given how profit margins have been pressured.

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As far as the stock's concerned, we're already seeing the impact. Shares have made no net progress since early last year, shortly after BYD first lapped Tesla's deliveries. Although that's not a permanent condition, it does suggest investors are no longer giving the stock the benefit of any doubt. That's fairly new.

Tesla's Q2 earnings report scheduled for July 22 should shed some light on any profit-margin-related concerns, for better or worse.

There’s a peculiar dynamic that surrounds Tesla every quarter, and it’s worth pausing on before Wednesday evening.

Unlike almost any other large-cap company, Tesla tells you how it did before it tells you how it did. The delivery figures land weeks ahead of the financials, which means that by the time management steps onto the earnings call on July 22nd, investors already know the most important operational number of the quarter.

What’s left is the harder question: what did it cost to get there, and what comes next?

Image Source: StockCharts

Delivery Numbers Impress Ahead of Earnings AnnouncementThis quarter, the delivery number was genuinely impressive. Tesla delivered 480,126 vehicles in the second quarter — 467,762 Model 3 and Model Y units, plus 12,364 across other models — comfortably clearing most estimates.

That’s a 34% sequential jump and a 25% increase from a year ago, making it Tesla’s strongest quarter for EV sales since the third quarter of 2025. For a company that spent much of the past two years fielding questions about demand saturation, that’s a meaningful rebuttal.

But a sophisticated reading requires understanding why the number was so strong, and here the picture gets more nuanced. A significant driver was elevated gasoline prices stemming from the Middle East conflict, which pushed cost-conscious consumers toward electric vehicles.

International markets did the heavy lifting: Europe showed robust momentum, and China staged a strong rebound in May, snapping a two-month streak of year-over-year declines. U.S. demand, by contrast, remained comparatively soft. The uncomfortable parallel is to the third quarter of 2025, when a similar surge materialized as American buyers rushed to beat the expiration of federal EV tax credits — a temporary pull-forward that borrowed from future quarters.

Whether this quarter’s strength proves durable or similarly borrowed is the question management will need to address on the call.

Tesla’s Rating Improves as Estimates Jump Now to the projections themselves. The Zacks Consensus Earnings Estimate for the quarter stands at 50 cents per share on revenues of $25.8 billion, implying year-over-year growth of 25% and 14.7%, respectively. Encouragingly, that earnings estimate has been revised upward by five cents over the past 60 days — which means analysts are nudging their expectations higher into the print.

Image Source: Zacks Investment Research

For the full year, the consensus calls for revenues of $103.3 billion, up 8.9%, and EPS of $2.15, representing a healthy 29.5% increase.

One segment deserving more attention than it typically receives is energy storage, which quietly delivered the quarter’s other standout result. Tesla deployed 13.5 GWh of energy storage in the second quarter — up 53% sequentially and 40% year over year, driven by stronger-than-anticipated demand for Megapack and Powerwall. In a world of surging data-center power requirements and strained electrical grids, this business has become a legitimate secondary growth engine.

Then there’s the story that actually drives Tesla’s valuation: autonomy and artificial intelligence. The company now operates unsupervised robotaxi service in Austin, Dallas, Houston, and Miami, with supervised service in the San Francisco Bay Area — real, tangible progress that shouldn’t be dismissed.

Yet Tesla (TSLA - Free Report) still has considerable ground to make up against Alphabet’s Waymo, the acknowledged frontrunner, and Elon Musk has already pushed back the robotaxi timeline. The Optimus humanoid robot program tells a similar story; on the first-quarter call, Musk candidly described production as “quite slow” and said output this year was “literally impossible to predict.”

Musk’s ambition carries a rising price tag. Tesla lifted its 2026 capital expenditure forecast from $20 billion to $25 billion, and management has warned that free cash flow could turn negative as spending on AI and autonomous driving accelerates. Investors will want clarity on Wednesday about how long that investment phase runs and what milestones justify it.

What the Zacks Model RevealsTesla’s earnings track record is mixed but improving. Over the trailing four quarters, the company has topped EPS estimates three times and missed once, delivering an average surprise of 5.48%.

Our proprietary model points toward a beat this time. Tesla carries an Earnings ESP of +5.31% paired with a Zacks Rank #3 (Hold). When a positive Earnings ESP combines with a Zacks Rank of #3 or better, our research shows a positive surprise follows roughly 70% of the time.

Options markets are pricing in a move of about 7.6% in either direction after the report, notably wider than the 4.4% average move over the past four quarters. Expectations, in other words, are elevated in both directions.

Tesla possesses a formidable brand, genuine technological leadership, and multiple platforms that could prove transformational. The delivery rebound appears real, the energy business is compounding nicely, and a Q2 earnings beat looks more likely than not.

Key Takeaways Coca-Cola expects pricing and volume to contribute more evenly to growth throughout 2026.Affordability packs and tailored pricing aim to preserve demand among value-conscious consumers.Revenue growth management and productivity initiatives support margins amid commodity inflation. The Coca-Cola Company's (KO - Free Report) pricing power remains an important growth driver. Still, the company's strategy has clearly evolved from relying primarily on price increases to pursuing a more balanced combination of pricing, affordability and volume growth. Management has emphasized that sustainable top-line expansion depends on maintaining equilibrium between pricing actions and consumer demand rather than maximizing price realization alone.

In the first quarter of 2026, Coca-Cola generated price/mix growth primarily through pricing actions, while offsetting some of that benefit with affordability initiatives and favorable package architecture. Management acknowledged that lower-income consumers continue to face economic pressure and highlighted its focus on offering attractive entry-price packs, multi-serve formats and value offerings across key markets. Rather than sacrificing volumes to protect pricing, Coca-Cola is using sophisticated revenue growth management capabilities to tailor pricing strategies by geography, channel and consumer segment.

Management stressed that pricing remains fully embedded within the company's long-term growth algorithm, but not at the expense of consumer relevance. The company expects pricing and volume to contribute more evenly throughout 2026, with quarterly fluctuations depending on market conditions. This balanced approach reflects Coca-Cola's confidence that its strong brand portfolio, localized execution and digital capabilities allow it to protect margins while preserving demand.

The company also reiterated that its revenue growth management architecture continues to provide a strong foundation for sustaining margins despite commodity inflation. Combined with productivity initiatives and targeted commercial investments, Coca-Cola believes that it can continue navigating macroeconomic uncertainty while maintaining healthy profitability. Management reaffirmed its 2026 organic revenue growth guidance and expressed confidence that balanced pricing, affordability initiatives and consistent volume gains will continue driving durable growth throughout 2026.

Is Pricing Power Driving Growth for PEP & MNST?Like Coca-Cola, pricing power has long been a defining strength for PepsiCo Inc. (PEP - Free Report) and Monster Beverage Corporation (MNST - Free Report) , but as consumers become more value-conscious in 2026.

PepsiCo's pricing power remains an important contributor to growth, but the company is increasingly relying on a balanced strategy that combines effective net pricing with volume expansion and affordability initiatives. Management highlighted that organic revenue growth benefited from pricing while also emphasizing investments in price-pack architecture, value offerings and portfolio innovation to support demand amid tightening consumer budgets. This shift suggests PepsiCo is prioritizing sustainable, volume-led growth rather than depending solely on price increases to drive performance.

Monster Beverage's pricing power remains an important growth lever, but it is complemented by strong category demand, innovation and disciplined revenue growth management. Management noted that pricing actions implemented in late 2025 are performing as expected, with the resilient energy drink category continuing to support volume and revenue growth. The company also continues evaluating selective pricing opportunities while balancing consumer demand, retailer response and category health.

Zacks Rundown for Coca-ColaKO shares have rallied 16.7% in the year-to-date period compared with the industry’s growth of 11.3%.

Image Source: Zacks Investment Research

From a valuation standpoint, Coca-Cola is trading at a forward price-to-earnings ratio of 24.11X, higher than the industry’s 19.04X.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for KO’s 2026 and 2027 earnings implies year-over-year growth of 8.7% and 6.8%, respectively. Earnings estimates for 2026 and 2027 have been unchanged in the past seven days.

Image Source: Zacks Investment Research

As Google incorporates more artificial intelligence into search, people are spending more time on Google. Some website operators are crying foul.

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price. Do they really matter, though?

Let's take a look at what these Wall Street heavyweights have to say about Alphabet (GOOGL - Free Report) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.

Alphabet currently has an average brokerage recommendation (ABR) of 1.25, on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell, etc.) made by 55 brokerage firms. An ABR of 1.25 approximates between Strong Buy and Buy.

Of the 55 recommendations that derive the current ABR, 46 are Strong Buy and four are Buy. Strong Buy and Buy respectively account for 83.6% and 7.3% of all recommendations.

Brokerage Recommendation Trends for GOOGL

Check price target & stock forecast for Alphabet here>>>

The ABR suggests buying Alphabet, but making an investment decision solely on the basis of this information might not be a good idea. According to several studies, brokerage recommendations have little to no success guiding investors to choose stocks with the most potential for price appreciation.

Are you wondering why? The vested interest of brokerage firms in a stock they cover often results in a strong positive bias of their analysts in rating it. Our research shows that for every "Strong Sell" recommendation, brokerage firms assign five "Strong Buy" recommendations.

This means that the interests of these institutions are not always aligned with those of retail investors, giving little insight into the direction of a stock's future price movement. It would therefore be best to use this information to validate your own analysis or a tool that has proven to be highly effective at predicting stock price movements.

With an impressive externally audited track record, our proprietary stock rating tool, the Zacks Rank, which classifies stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), is a reliable indicator of a stock's near-term price performance. So, validating the Zacks Rank with ABR could go a long way in making a profitable investment decision.

Zacks Rank Should Not Be Confused With ABRAlthough both Zacks Rank and ABR are displayed in a range of 1--5, they are different measures altogether.

Broker recommendations are the sole basis for calculating the ABR, which is typically displayed in decimals (such as 1.28). The Zacks Rank, on the other hand, is a quantitative model designed to harness the power of earnings estimate revisions. It is displayed in whole numbers -- 1 to 5.

Analysts employed by brokerage firms have been and continue to be overly optimistic with their recommendations. Since the ratings issued by these analysts are more favorable than their research would support because of the vested interest of their employers, they mislead investors far more often than they guide.

In contrast, the Zacks Rank is driven by earnings estimate revisions. And near-term stock price movements are strongly correlated with trends in earnings estimate revisions, according to empirical research.

In addition, the different Zacks Rank grades are applied proportionately to all stocks for which brokerage analysts provide current-year earnings estimates. In other words, this tool always maintains a balance among its five ranks.

There is also a key difference between the ABR and Zacks Rank when it comes to freshness. When you look at the ABR, it may not be up-to-date. Nonetheless, since brokerage analysts constantly revise their earnings estimates to reflect changing business trends, and their actions get reflected in the Zacks Rank quickly enough, it is always timely in predicting future stock prices.

Should You Invest in GOOGL?In terms of earnings estimate revisions for Alphabet, the Zacks Consensus Estimate for the current year has increased 0.2% over the past month to $14.33.

Analysts' growing optimism over the company's earnings prospects, as indicated by strong agreement among them in revising EPS estimates higher, could be a legitimate reason for the stock to soar in the near term.

The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Alphabet. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>>

Therefore, the Buy-equivalent ABR for Alphabet may serve as a useful guide for investors.

ToplineAlphabet shares jumped on Monday following a report that the Google parent is planning to deploy a new chip to run its Gemini models more efficiently, adding a combined $15 billion to the net worths of cofounders Larry Page and Sergey Brin.

A new AI chip from Google's parent company could reportedly be up to 10 times more energy-efficient.

Corbis via Getty Images

Key FactsShares of Alphabet rose 2.8% to above $356 as of Monday morning, a reversal from the 6.5% decline over the previous two sessions.

Page and Brin, who hold a combined 87.9% of Alphabet’s Class B shares, saw their net worths increase by $8 billion and $7.4 billion, respectively.

Page ($292.4 billion) ranks the second-richest person, directly behind Elon Musk ($781.2 billion), and ahead of Brin ($269.7 billion), according to Forbes’ estimates.

A boost in Alphabet’s stock price came as the company developed a new AI chip, referred to internally as “Frozen v2,” which Google engineers expect to be up to 10 times more energy-efficient than its predecessor, The Information reported Monday.

Alphabet reportedly plans to deploy the chip by 2028 to ease an internal shortage of AI computing power that has strained its operations and forced Google Cloud to turn away customers.

Alphabet did not immediately respond to Forbes’ request for comment.

what to watch forAlphabet will report Q2 earnings after market close Wednesday. The firm is expected to report $117.1 billion in revenue and $2.90 earnings per share, according to FactSet, marking 21% and 25% surges over the same period last year, respectively. Wall Street anticipates quarterly spending to ramp up to roughly $45 billion, a nearly 26% increase over the previous quarter, as Alphabet has joined its mega-cap competitors in a broader build-up of AI infrastructure over the last year. Google Cloud revenue, a measure of demand for Alphabet’s AI products, is projected to have surged 65% to $22.4 billion.

big number87.5%. That’s how much Alphabet’s stock has risen over the last year, including a 13% increase so far in 2026.

key backgroundPage and Brin, who cofounded Google in 1998, have seen their fortunes grow exponentially in recent years. Page’s wealth settled at just under $51 billion in 2020 before rising above $144 billion to start 2025, while Brin’s wealth surged from $49 billion to $138 billion over the same period. A difference in equity between Google’s cofounders is largely attributed to stock trades, as Brin has been more active selling his stake than Page, who last disclosed selling shares in 2022. Brin has also donated Alphabet and Tesla stock to nonprofit groups and to Parkinson’s disease research in recent years, including a $700 million donation last year.

further readingForbesAlphabet Beats Earnings Expectations As Annual Revenue Tops $400 Billion For First TimeBy Ty Roush

Amazon.com Today

$252.49 +5.26 (+2.13%)

As of 12:30 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$196.00▼

$278.56P/E Ratio30.20

Price Target$312.76

For most of this year, the conversation around Amazon.com Inc. NASDAQ: AMZN has been dominated by one uncomfortable question: Will all that AI spending ever pay off? The company's enormous infrastructure buildout has compressed free cash flow, unsettled the bond market, and left investors waiting for hard evidence that the money is translating into growth.

That wait may be about to end. Ahead of its next earnings report on July 30, some analysts are forecasting a sharp acceleration in AWS revenue growth, comfortably outpacing the wider market expectations. If the numbers land anywhere close to that, it would be exactly the proof point the bulls have been asking for.

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The Forecast That Changes the ConversationIn a note to clients earlier this month, TD Cowen said it expects AWS revenue growth to reach 35.5% year over year in the second quarter, up from 28.4% in the same period last year and several percentage points above consensus estimates. For a business of AWS's scale, that kind of acceleration is remarkable, and it would mark a decisive break from the narrative that cloud growth had plateaued.

The driver capacity is finally catching up with demand. Amazon's heavy investment in AI infrastructure has begun easing the supply constraints that were holding it back, meaning capacity that simply wasn't available before is now coming online and converting directly into revenue from generative AI workloads.

That distinction matters enormously. The bear case has long held that Amazon was spending speculatively into an uncertain future. An AWS acceleration of this magnitude, arriving now rather than in a year or two's time, would suggest the opposite: that the company has been building to meet demand it could already see.

Why This Would Settle a Bigger ArgumentOverall MarketRank™95th Percentile

Analyst RatingModerate Buy

Upside/Downside25.0% Upside

Short Interest LevelHealthy

Dividend StrengthN/A

News Sentiment0.79 Insider TradingSelling Shares

Proj. Earnings Growth30.45%

See Full Analysis

To understand why a single quarter could carry this much weight, it helps to remember what the debate has actually been about. Nobody has seriously questioned whether AI infrastructure demand exists. The question has been whether Amazon specifically can convert its spending into revenue fast enough to justify the pressure it has been putting on the balance sheet.

Free cash flow has taken a visible hit as capital expenditure (CapEx) has climbed, and the company's recent bond raise drew noticeably softer demand than earlier rounds of AI-related debt issuance. Both of those are symptoms of a market that wants to see returns before it extends more patience.

An AWS growth number in the mid-thirties would go a long way toward providing them. It would demonstrate that the capacity being built is consumed almost as quickly as it comes online, reframing the CapEx story from a worrying outflow to an investment with a visible payback.

The Retail Engine Is Quietly Accelerating TooLost in all the focus on cloud is the fact that Amazon's core retail business appears to be picking up pace as well. TD Cowen expects North American revenue growth to come in meaningfully ahead of the first-quarter result, driven by faster delivery speeds and continued strength in everyday essentials.

That matters more than it might first appear. One of the quieter concerns about the AI buildout has been whether it would distract management from the business that actually funds it. An acceleration on the retail side would suggest the opposite: that Amazon is running both playbooks at once without either suffering for it.

It also speaks to the durability of the wider growth opportunity. AWS may be where the excitement sits, but Amazon’s retail and logistics operations remain the foundation on which everything else is built, and evidence that it's strengthening rather than plateauing gives the bulls another reason to be excited ahead of the report.

What Could Still Go Wrong on July 30To be sure, none of this anticipated upside surprise is guaranteed, and the report could still disappoint even with strong AWS numbers. The most obvious is on the spending side. If capital expenditure guidance climbs again, or if management signals that the buildout will run longer and heavier than expected, investors may focus on cash outflows rather than revenue acceleration.

Margins are the other variable. Rapid AWS growth is only bullish if it comes with the profitability the market associates with the segment, and any sign that the cost of serving AI workloads is compressing returns would take the shine off the headline number.

Get both right, though, and the setup is compelling. A market that has spent months worrying about what Amazon is spending would suddenly be confronted with clear evidence of what that spending is buying. After months of frustrating price action, that could easily be enough to push the stock back toward all-time highs.

Should You Invest $1,000 in Amazon.com Right Now?Before you consider Amazon.com, 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 Amazon.com wasn't on the list.

While Amazon.com currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.

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