Track market-moving stories before they get noisy

The semiconductor trade looks all but over, with investors rushing to take profits across a wide range of names that have led the broad tech sector higher through the year. Of course, the AI boom is still on. In fact, not that much has changed regarding demand for AI and the path forward for next-generation AI data centers. Still, there’s this feeling of unease when it comes to the semi stocks, which have been making a boatload of profits in these earlier days of the great AI infrastructure buildout.

The cash is flowing out of the pockets of the hyperscalers and a whole wide range of firms that are using tokens to unlock value within the enterprise. As the chips get faster and more efficient while the price of tokens goes down, there are going to be interesting shifts across the scene as perhaps the greatest buildout of all-time moves ahead. Indeed, semis have a reputation for cyclicality.

Why are semis so heavily out of favor? And why’s it worth braving? They boom explosively and go bust just as brutally. And with all the comparisons to the AI bubble, questions linger as to whether things are going to end in tears as they did a quarter of a century ago. I don’t have a crystal ball, and while there are strong cases for both sides, I do think that the current climate looks far more sober than the one leading up to the tech bubble bust of 2000-01.

The technology is actually starting to make money. And while not every firm is making good use of their tokens, I do think that will change in due time.

As for what wins in the next stages of AI, I think it’s the firms innovating at the application layer with agentics and workflow automation. Add robotics and consumer agents into the equation, and perhaps there is a chance that hyperscalers aren’t just going to stop spending in three or so years from now when more AI compute is finally online. Will hyperscalers grow content? Or will the upgrade cycle pave the way for more demand for chip stocks each and every year?

The case for the latter has not been shot down yet, even though you’d think it was, given the recent selling activity in the semis. Like it or not, it might not yet be curtains for semis as a painful digestion phase strikes. I think there will eventually be an opportunity as semi stocks all collectively plunge for those willing to pick and choose winners. And who knows? Perhaps the broad industry will win if the AI buildout requires constant CapEx for many years, or more than a decade, to come.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Which of the semis is intriguing on the dip? In short, the demand story isn’t broken. But semi stocks have run so far that there doesn’t need to be any such negative shift to spark a sell-off. SK Hynix (NASDAQ:SKHY), Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction), and Nvidia (NASDAQ:NVDA) have been major multi-baggers in recent years. And a period of consolidation or selling, I think, is absolutely normal, healthy behavior.

Whether you choose to play the big chokepoint in the AI buildout with SK Hynix, the fab side with Taiwan Semiconductor, or the best-in-breed GPU maker with Nvidia, I do think that the following trio is worthy of the watchlist as semi valuations come in.

In my view, Taiwan Semiconductor stands out as the best value because it’s got Nvidia’s business, custom silicon business, exposure to edge AI, physical AI, and, perhaps most importantly, it’s at the frontier of chip manufacturing. It’s in a unique spot, and there is no AI boom without the name, given a stark lack of alternatives at such a critical moment in the AI infrastructure boom.

So many companies depend on the company that it’s ridiculous. And with more diversification across customers and AI themes (edge versus cloud), it certainly stands out as one of the best ways to cover most bases in this AI revolution. Wherever the AI boom spreads and whoever designs that leading inference chip, Taiwan Semiconductor is bound to win. Indeed, if Taiwan Semi goes down, so too does the entire sector pretty much. If DRAM demand collapses due to some algorithmic efficiency breakthrough, SK Hynix could come under pressure.

The case for Taiwan Semiconductor If Nvidia loses its lead in the AI race or if it can’t keep up in the shift to inference, the shares could take a hit. But if Taiwan Semi takes a hit? More than a handful of companies will also feel the heat. It’s literally the company that cannot afford to fumble in the slightest. Given its exceptional track record of operational excellence, I don’t expect it to.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Contact [email protected] for any questions or corrections.

Posted by Defense World Staff on Jul 20th, 2026

Decker Wealth Management LLC acquired a new stake in Eli Lilly and Company (NYSE:LLY – Free Report) during the first quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 17,239 shares of the company’s stock, valued at approximately $15,856,000. Eli Lilly and Company makes up about 3.6% of Decker Wealth Management LLC’s holdings, making the stock its 7th biggest position.

Other large investors have also recently added to or reduced their stakes in the company. Spire Wealth Management increased its stake in Eli Lilly and Company by 2.2% in the fourth quarter. Spire Wealth Management now owns 27,719 shares of the company’s stock valued at $29,789,000 after acquiring an additional 592 shares during the last quarter. Farther Finance Advisors LLC boosted its holdings in shares of Eli Lilly and Company by 30.8% in the 4th quarter. Farther Finance Advisors LLC now owns 31,145 shares of the company’s stock valued at $33,471,000 after purchasing an additional 7,338 shares in the last quarter. Iams Wealth Management LLC acquired a new stake in shares of Eli Lilly and Company in the 4th quarter valued at $754,000. May Hill Capital LLC increased its stake in shares of Eli Lilly and Company by 131.6% in the 4th quarter. May Hill Capital LLC now owns 3,170 shares of the company’s stock valued at $3,408,000 after purchasing an additional 1,801 shares during the last quarter. Finally, Caisse Des Depots ET Consignations increased its stake in shares of Eli Lilly and Company by 17.3% in the 4th quarter. Caisse Des Depots ET Consignations now owns 10,834 shares of the company’s stock valued at $11,643,000 after purchasing an additional 1,600 shares during the last quarter. Institutional investors own 82.53% of the company’s stock.

Analyst Upgrades and Downgrades LLY has been the subject of several recent analyst reports. Bank of America upped their price objective on Eli Lilly and Company from $1,251.00 to $1,334.00 and gave the stock a “buy” rating in a research report on Friday, July 10th. Morgan Stanley lifted their target price on Eli Lilly and Company from $1,344.00 to $1,347.00 and gave the company an “overweight” rating in a research report on Wednesday, July 8th. Cantor Fitzgerald boosted their target price on Eli Lilly and Company from $1,230.00 to $1,350.00 and gave the stock an “overweight” rating in a research note on Monday, July 6th. Truist Financial increased their target price on shares of Eli Lilly and Company from $1,281.00 to $1,370.00 and gave the stock a “buy” rating in a report on Wednesday, July 8th. Finally, Berenberg Bank raised their price target on shares of Eli Lilly and Company from $1,050.00 to $1,135.00 and gave the company a “hold” rating in a research note on Monday, June 22nd. Two analysts have rated the stock with a Strong Buy rating, twenty-four have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $1,283.64.

Read Our Latest Stock Report on Eli Lilly and Company

Trending Headlines about Eli Lilly and Company Here are the key news stories impacting Eli Lilly and Company this week:

Positive Sentiment: Lilly’s acquisition of AtaiBeckley adds late-stage psychedelic assets, including BPL-003, and broadens its neuroscience pipeline. Lilly to acquire AtaiBeckley to advance therapies for treatment-resistant depression and other mental health conditions Positive Sentiment: Analysts and market commentary say the deal reinforces Big Pharma’s interest in psychedelic therapies and could strengthen Lilly’s long-term growth story beyond obesity and diabetes. AtaiBeckley acquisition highlights growing Big Pharma interest in psychedelics, says Jefferies Neutral Sentiment: Lilly also announced an update on an ongoing ALS study, indicating continued clinical development activity across its broader pipeline. Lilly Expands ALS Pipeline With Long-Term Safety Study for LY4256984 Neutral Sentiment: LLY stock is being described as holding near a buy zone and key support ahead of second-quarter results, suggesting investors are also watching upcoming earnings for confirmation of the growth outlook. Eli Lilly Stock Hovers In Buy Zone, Finds Key Support Amid $3 Billion Deal Negative Sentiment: Some market commentary suggests the acquisition may pressure sentiment in the near term because Lilly is paying a significant price for an asset that still carries clinical and regulatory risk. This Psychedelic Pharma Stock Is Soaring 50% on Report of Eli Lilly Takeover Talks Eli Lilly and Company Stock Performance Shares of LLY stock opened at $1,178.01 on Monday. Eli Lilly and Company has a one year low of $623.78 and a one year high of $1,249.45. The company has a debt-to-equity ratio of 1.26, a current ratio of 1.50 and a quick ratio of 1.10. The business’s 50 day simple moving average is $1,118.87 and its 200 day simple moving average is $1,036.51. The stock has a market capitalization of $1.11 trillion, a PE ratio of 41.85, a PEG ratio of 1.48 and a beta of 0.51.

Eli Lilly and Company (NYSE:LLY – Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported $8.55 earnings per share for the quarter, topping analysts’ consensus estimates of $6.97 by $1.58. Eli Lilly and Company had a net margin of 34.98% and a return on equity of 105.77%. The business had revenue of $19.80 billion during the quarter, compared to the consensus estimate of $17.82 billion. During the same quarter last year, the firm earned $3.34 earnings per share. Eli Lilly and Company’s quarterly revenue was up 55.5% on a year-over-year basis. Eli Lilly and Company has set its FY 2026 guidance at 35.500-37.000 EPS. As a group, research analysts forecast that Eli Lilly and Company will post 34.55 earnings per share for the current year.

Eli Lilly and Company Dividend Announcement The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Friday, August 14th will be given a dividend of $1.73 per share. The ex-dividend date of this dividend is Friday, August 14th. This represents a $6.92 annualized dividend and a dividend yield of 0.6%. Eli Lilly and Company’s dividend payout ratio (DPR) is 24.58%.

About Eli Lilly and Company (Free Report)

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.

Further Reading Five stocks we like better than Eli Lilly and Company Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding LLY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Eli Lilly and Company (NYSE:LLY – Free Report).

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« PREVIOUS HEADLINEDimensional Fund Advisors LP Increases Position in The TJX Companies, Inc. $TJX

Bridgeport, West Virginia facility to overhaul PT6A-68 engines for the T-6 trainer

, /PRNewswire/ -- Pratt & Whitney Canada has been awarded a nine-year, $1 billion contract from V2X Inc. to overhaul more than 750 PT6A-68 engines that power the U.S. Joint Primary Aircraft Training System (JPATS) T-6 trainer fleet. Pratt & Whitney is an RTX (NYSE: RTX) business.

Issued under V2X's T-6 Contractor Operated and Maintained Base Supply (COMBS) contract, the award underscores the companies' long-standing partnership delivering sustainment support for the T-6 aircraft.

"Supporting JPATS pilots starts with reliable trainer aircraft, and our maintenance work helps ensure these planes are ready for every new class of aviators," said Frédéric Lefebvre, vice president, Pratt & Whitney Canada, Customer Service Operations. "This award is a testament to our 500 West Virginia employees, and the high-quality sustainment support they provide to our customers."

Pratt & Whitney Canada's Bridgeport facility has been performing PT6A-68 maintenance, repair and overhaul work for more than four decades, providing mission-critical engine sustainment for operators worldwide. This award marks the second time the site has been awarded this engine refurbishment contract for the U.S. government, further demonstrating its proven performance, technical expertise and commitment to excellence in engine sustainment.

"V2X is extremely excited to have the engine OEM Pratt & Whitney Canada and their Bridgeport facility as a key partner on this contract," said Chis Abrams, vice president, V2X Aerospace Solutions. "We have great confidence in the P&WC Bridgeport team having worked together on other long-term contracts throughout the years."

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

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

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

SOURCE RTX

Additive manufacturing increases production speed and industrial flexibility to meet growing demand for expendable engines

, /PRNewswire/ -- Farnborough International Airshow – Pratt & Whitney, an RTX (NYSE: RTX) business, announced the successful completion of demonstration testing for its additively manufactured TJ150 engine.

Nearly 60% of the engine by volume was produced through additive manufacturing, including major static and rotating hardware. The testing focused on validating material behavior in an operational environment and demonstrating durability aligned with mission demands.

"For expendable engines like the TJ150, where missions can last minutes or hours, simplifying the design and scaling production quickly is essential to meeting rising demand," said Jill Albertelli, president of Military Engines at Pratt & Whitney. "Additive manufacturing helps us move designs from concept to capability faster, and we are leveraging what we learned on the TJ150 to benefit other programs, including the Pratt & Whitney Valox™ engine family."  

Pratt & Whitney has made targeted investments to advance additive manufacturing for the TJ150, strengthening its long-term producibility and scalability strategy. To date, Pratt & Whitney has consolidated more than 50 individual hot section components into a handful of additively manufactured parts and has successfully tested a 3D-printed rotating turbine wheel. Together, these efforts led to the recently tested TJ150 configuration.

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

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

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

SOURCE RTX

Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC reduced its stake in shares of Intuit Inc. (NASDAQ:INTU – Free Report) by 94.4% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,288 shares of the software maker’s stock after selling 21,541 shares during the quarter. Boston Common Asset Management LLC’s holdings in Intuit were worth $557,000 at the end of the most recent reporting period.

Other institutional investors have also bought and sold shares of the company. Planning Alternatives Ltd. ADV boosted its holdings in shares of Intuit by 67.5% in the first quarter. Planning Alternatives Ltd. ADV now owns 772 shares of the software maker’s stock valued at $334,000 after acquiring an additional 311 shares in the last quarter. KBC Group NV lifted its holdings in shares of Intuit by 8.1% in the first quarter. KBC Group NV now owns 85,152 shares of the software maker’s stock valued at $36,818,000 after buying an additional 6,373 shares during the period. S&CO Inc. boosted its stake in Intuit by 109.6% during the first quarter. S&CO Inc. now owns 14,540 shares of the software maker’s stock valued at $6,286,000 after buying an additional 7,602 shares in the last quarter. True North Advisors LLC boosted its stake in Intuit by 12.0% during the first quarter. True North Advisors LLC now owns 748 shares of the software maker’s stock valued at $323,000 after buying an additional 80 shares in the last quarter. Finally, SEB Asset Management AB acquired a new stake in Intuit in the 1st quarter valued at about $37,831,000. Institutional investors and hedge funds own 83.66% of the company’s stock.

Intuit Price Performance Shares of NASDAQ:INTU opened at $291.09 on Monday. The company has a debt-to-equity ratio of 0.26, a quick ratio of 1.45 and a current ratio of 1.45. The company has a market cap of $79.62 billion, a PE ratio of 17.63, a price-to-earnings-growth ratio of 1.07 and a beta of 1.00. Intuit Inc. has a 52 week low of $252.84 and a 52 week high of $813.70. The firm has a 50 day simple moving average of $303.20 and a 200 day simple moving average of $404.68.

Intuit (NASDAQ:INTU – Get Free Report) last posted its quarterly earnings data on Wednesday, May 20th. The software maker reported $12.80 earnings per share for the quarter, topping the consensus estimate of $12.57 by $0.23. Intuit had a net margin of 21.91% and a return on equity of 25.18%. The firm had revenue of $8.56 billion for the quarter, compared to analysts’ expectations of $8.54 billion. During the same period in the previous year, the company posted $11.65 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. Intuit has set its Q4 2026 guidance at 3.560-3.620 EPS and its FY 2026 guidance at 23.800-23.850 EPS. As a group, research analysts expect that Intuit Inc. will post 18.18 earnings per share for the current year.

Intuit Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Friday, July 17th. Stockholders of record on Thursday, July 9th were issued a dividend of $1.20 per share. The ex-dividend date was Thursday, July 9th. This represents a $4.80 dividend on an annualized basis and a dividend yield of 1.6%. Intuit’s payout ratio is currently 29.07%.

Analyst Upgrades and Downgrades A number of analysts recently commented on the stock. Mizuho dropped their target price on shares of Intuit from $600.00 to $500.00 and set an “outperform” rating on the stock in a report on Tuesday, May 26th. HSBC dropped their price target on Intuit from $897.00 to $707.00 and set a “buy” rating on the stock in a report on Friday, May 22nd. UBS Group decreased their target price on Intuit from $440.00 to $360.00 and set a “neutral” rating on the stock in a report on Thursday, May 21st. Rothschild & Co Redburn cut their target price on Intuit from $700.00 to $600.00 and set a “buy” rating on the stock in a research report on Tuesday, June 2nd. Finally, Freedom Capital downgraded Intuit from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 21st. Twenty-two equities research analysts have rated the stock with a Buy rating, seven have assigned a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, Intuit presently has a consensus rating of “Moderate Buy” and a consensus price target of $490.39.

View Our Latest Stock Analysis on INTU

Intuit News Summary Here are the key news stories impacting Intuit this week:

Positive Sentiment: Intuit is being viewed as a long-term AI beneficiary as it embeds AI across its platform to automate financial workflows, expand higher-value services, and support future growth. Intuit Reinvents Itself With AI: Should You Buy the Stock? Positive Sentiment: The company’s AI initiative could improve productivity and deepen customer usage, which may support margins and recurring revenue over time. Intuit Reinvents Itself With AI: Should You Buy the Stock? Neutral Sentiment: One analyst note referenced Intuit being upgraded to “strong sell,” but the item provides no detailed rationale and appears secondary to the broader legal-news flow. Intuit upgraded by Piper Sandler to strong sell Negative Sentiment: Multiple law firms announced or reminded investors about a pending securities class action against Intuit, with a lead-plaintiff deadline of September 8, 2026, creating a legal overhang for the stock. Bronstein, Gewirtz & Grossman LLC Urges Intuit Inc. Investors to Act Negative Sentiment: The lawsuit alleges securities fraud and investor harm related to the period when Intuit’s stock dropped after guidance changes, which may keep pressure on shares near term. Robbins Geller Rudman & Dowd LLP Announces that Intuit Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit Negative Sentiment: Several additional firms filed or promoted similar class-action notices, reinforcing concerns that Intuit may face prolonged litigation and headline risk. Pomerantz Law Firm Announces the Filing of a Class Action Against Intuit Inc. and Certain Officers Insider Buying and Selling at Intuit In other Intuit news, Director Vasant M. Prabhu purchased 1,250 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were purchased at an average cost of $309.45 per share, with a total value of $386,812.50. Following the completion of the transaction, the director owned 1,250 shares of the company’s stock, valued at approximately $386,812.50. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Richard L. Dalzell sold 338 shares of the stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $279.86, for a total value of $94,592.68. Following the completion of the sale, the director directly owned 12,326 shares of the company’s stock, valued at approximately $3,449,554.36. This represents a 2.67% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,239 shares of company stock worth $348,354 over the last three months. 2.49% of the stock is owned by insiders.

Intuit Profile (Free Report)

Intuit Inc (NASDAQ: INTU) is a financial software company headquartered in Mountain View, California, that develops and sells cloud-based financial management and compliance products for individuals, small businesses, self-employed workers and accounting professionals. Founded in 1983 by Scott Cook and Tom Proulx, the company has grown from desktop tax and accounting software into a diversified provider of online financial tools. As of my latest update, Sasan Goodarzi serves as Chief Executive Officer.

Intuit’s product portfolio includes QuickBooks, its flagship accounting and business-management platform that offers bookkeeping, payroll, payments and invoicing capabilities; TurboTax, a tax-preparation and filing service aimed at individual taxpayers; and Mint, a consumer personal-finance and budgeting app.

See Also Five stocks we like better than Intuit Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks Want to see what other hedge funds are holding INTU? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Intuit Inc. (NASDAQ:INTU – Free Report).

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SummaryIntuit is an American multinational software company. Founded in 1983, Intuit is now a $75 billion (by market cap) software giant employing more than 18,000 people.Intuit has increased its dividend for 15 consecutive years. A nice start to something even bigger.Intuit has a fantastic financial position. Its long-term debt/equity ratio is 0.3, while the interest coverage ratio is over 20. JHVEPhoto/iStock Editorial via Getty Images

Intuit Inc. (INTU) is an American multinational software company. Founded in 1983, Intuit is now a $75 billion (by market cap) software giant employing more than 18,000 people. Intuit specializes in financial software, primarily via flagship offerings TurboTax (the #1 tax preparation

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Goldman Sachs (NYSE:GS | GS Price Prediction) is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm’s top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum and is likely to do so for years to come. Founded in 1869, Goldman Sachs is the world’s second-largest investment bank by revenue and is ranked 36th on the Fortune 500 list of the largest U.S. corporations by total revenue.

The Wall Street white-glove giant offers financing, advisory services, risk distribution, and hedging for the firm’s institutional and corporate clients. In addition, it provides advice, investing, and execution for institutions and individuals across public and private markets. At 24/7 Wall St., we have followed the company’s research for 15 years to bring our readers top stock ideas. One of our favorite avenues is the firm’s Conviction List of top picks, which is reviewed and often updated monthly. This month, the firm added two stocks that investors are very familiar with, and a third with massive upside potential.

Why we recommend Goldman Sachs Conviction List stocks

The Goldman Sachs Conviction List is a curated list of stocks that the firm’s research team believes are highly likely to outperform the market. It is a tool for investors to identify stocks with strong growth potential and is frequently updated to reflect changes in market conditions and company performance. The list aims to identify stocks where Goldman Sachs analysts have the “highest level of conviction” in their outperformance.

Estee Lauder The fragrance and makeup giant has been added to the list and also offers a 1.69% dividend. Estee Lauder (NYSE:EL) is a manufacturer, marketer, and seller of skin care, makeup, fragrance, and hair care products.

Goldman Sachs analyst Bonnie Herzog noted this:

Following several years of execution challenges, it is heading into a positive, innovation-driven topline inflection that investors underappreciate in a prestige beauty market driven by innovation. Look for revenue growth, an improving business in China, and internal initiatives to drive 450bp of margin expansion over the next three years, alleviating investor concerns that the company will engage in value-dilutive M&A, and paving the way for multiple expansion as confidence returns to this historical high-end leader.

The company’s products are sold in approximately 150 countries and territories under several brand names, including:

Estee Lauder Aramis Clinique Lab Series Origins M.A.C Bobbi Brown Cosmetics La Mer Aveda Jo Malone London Bumble and bumble Darphin Paris TOM FORD Smashbox AERIN Beauty Le Labo Editions de Parfums Frederic Malle GLAMGLOW Kilian Paris Too Faced Dr.Jart+ The DECIEM family of brands, including The Ordinary and NIOD It is a licensee for fragrances, cosmetics, and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care products, sun care products, and more. The makeup products include lipsticks, lip glosses, mascaras, foundations, and others.

The Goldman Sachs price target is $100, which would be a 22% gain from current levels.

Nextpower While off the radar of some, this company, previously known as Nextracker, could attract more attention as power demand surges. Nextpower (NASDAQ:NXT) is a global provider of solar and energy technology solutions for utility-scale power plants. The company specializes in solar tracking systems.

Goldman Sachs analyst Brian Lee said this:

NXT’s business model is evolving from a pure-play utility-scale solar-tracking company into a power technology platform built around a solar core, with the potential to sustain long-term growth and a premium valuation vs. peers in the space. Over time, look for tracking revenue to fall to two-thirds of total revenue, while other, value-added, and margin-enhancing services, including electrical work, batteries, and software solutions, grow to a third of total revenue, driving a ~10% non-GAAP EPS CAGR through FY 2029 (ended March).

The company delivers an integrated suite of structural, electrical, and digital solutions across the full lifecycle of solar power plants, from design and construction through operations and maintenance. The company delivers intelligent power generation systems and services.

Nextpower has developed solar trackers that enable rows to move independently. Its TrueCapture energy yield management system addresses power production shortfalls due to the variability of real-world site conditions.

The company’s customers include engineering, procurement, and construction firms, as well as solar project developers and owners. Its products include trackers, foundations, software, eBOS, controls, and module frames. Its trackers include NX Horizon, NX Horizon-XTR, and NX Horizon Low Carbon. Its solutions include AgriPV and Risk and Resilience.

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

The Goldman Sachs target price of $168 would represent a 63% gain.

Wells Fargo Wells Fargo (NYSE:WFC) operates in 35 countries and serves over 70 million customers worldwide. This money-center giant makes sense, given its 2.06% dividend, as many of the issues that have plagued the company over the last five years appear to be resolved. Wells Fargo is a financial services company that offers a diverse range of banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally.

Goldman Sachs analyst Richard Ramsden provided this:

 WFC continues to shift from defense to offense, as it is in the midst of a balance sheet expansion initiative while simultaneously benefiting from a very strong capital markets backdrop and strength in its credit card business. Look for a supportive US economy, a constructive environment, and concerted efforts to control costs to help drive 300bp+ of margin expansion, helping to fuel a 17.6% ROTCE by 2028.

The company operates through four segments:

Consumer Banking and Lending Commercial Banking Corporate and Investment Banking Wealth and Investment Management The Consumer Banking and Lending segment offers a diverse range of financial products and services tailored to meet the needs of consumers and small businesses. These include checking and savings accounts, credit and debit cards, as well as home, auto, personal, and small business lending services.

The Commercial Banking segment provides financial solutions to private, family-owned, and specific public companies. Its products and services include banking and credit products across various industry sectors and municipalities, as well as secured lending and lease products, and treasury management services.

The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as:

Corporate banking Investment banking Treasury management Commercial real estate lending and servicing Equity and fixed-income solutions Sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients The Wealth and Investment Management provides wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net-worth, and ultra-high-net-worth clients.

Wells Fargo also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor.

The $93 Goldman Sachs price target would represent a 6% gain, so this is more of a total return idea.

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

Contact [email protected] for any questions or corrections.

Anthropic, the AI lab behind the Claude models, has filed confidentially to go public at a valuation reportedly nearing $1 trillion, and even Elon Musk recently called it "obviously currently the leader in AI." The trouble is you can't buy Anthropic yet. Most people looking for a back door point to its big shareholders, but there is another way in: the companies cashing Anthropic's enormous checks.

Anthropic's revenue run rate has rocketed past $30 billion, and it's spending staggering sums on chips and computing power. Here are two suppliers, worth about $1,000 split between them, that profit directly from that spending.

Image source: Getty Images.

1. Broadcom Broadcom (AVGO +2.10%) makes the custom chips that power much of the AI world, and Anthropic just became one of its most important customers. Broadcom designs the Tensor Processing Units, or TPUs, that Google offers in its cloud, and Anthropic has committed to an enormous amount of that capacity: roughly 1 gigawatt coming online in 2026 and about 3.5 gigawatts more starting in 2027. To put that in perspective, analysts at Mizuho estimated Broadcom could collect around $21 billion of AI revenue tied to Anthropic in 2026 and roughly $42 billion in 2027.

That single relationship helps explain why Broadcom's leadership sees its custom AI chip business topping $100 billion in annual revenue by 2027. Owning Broadcom gives you exposure to Anthropic's computing buildout, plus a diversified giant that also dominates AI networking gear and runs a large, steady software business. You're buying an arms dealer to the entire AI race, with Anthropic as one of its biggest new clients.

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2. SpaceX Space Exploration Technologies (SPCX 1.45%), now publicly traded, is the more unexpected pick, and it comes with a twist. Anthropic agreed to pay roughly $1.25 billion per month to lease the Colossus supercomputer through May 2029, a contract worth more than $40 billion in total. That data center, packed with hundreds of thousands of chips, was built by Musk's AI operation, which is now part of SpaceX. In other words, one AI leader is effectively renting its computing muscle from another, and SpaceX shareholders collect the rent.

It's a remarkable arrangement given that Musk once dismissed Anthropic's chances, then publicly admitted he was wrong. For investors, SpaceX offers a slice of that Anthropic revenue stream on top of its core rocket and Starlink businesses. It is the landlord to the AI leader, and that lease is a multiyear, multibillion-dollar tailwind.

Something investors should consider I want to be straight about the trade-offs, because these are different from owning Anthropic's actual shareholders. Neither Broadcom nor SpaceX owns a piece of Anthropic, so you won't get a windfall from the IPO itself the way its equity backers might. Your upside comes from Anthropic's staying a huge customer, and that isn't guaranteed. Anthropic is reportedly exploring building its own chips, including talks with Samsung, which could eventually reduce its reliance on outside suppliers.

There's also the familiar circularity of the AI boom, where the same dollars cycle among a handful of companies, flattering everyone's numbers while the good times last. SpaceX carries an enormous valuation and real volatility as a newly public stock, and Anthropic, for all its momentum, is still burning cash to fund this spending. This is exposure to a promising trend, not a sure thing.

If you have about $1,000 and want to ride Anthropic's rise before it goes public, splitting it between Broadcom and SpaceX is a creative way to do it. Rather than betting on a stake you can't buy, you own the suppliers Anthropic is paying billions to for chips and computing, while getting two powerful businesses in their own right. My honest suggestion is to buy each for its broader story first, the custom-chip empire at Broadcom and the launch-and-Starlink machine at SpaceX, and treat the Anthropic revenue as a compelling bonus. That way you benefit whether the IPO dazzles or simply keeps the checks coming.

Campus Point by Alexandria reinforces the success of Alexandria's highly consequential Megacampus platform, achieving 95.4% occupancy and further strengthening a thriving Megacampus ecosystem that attracts and enables leading life science and advanced technology entities to advance life-changing innovation

, /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science and advanced technology innovation clusters, today announced that it has delivered a 427,000 rentable square feet (RSF) state-of-the-art Research & Development (R&D) hub for Bristol Myers Squibb (BMS) at the Campus Point by Alexandria Megacampus™ (Campus Point) in San Diego, California. Since 1998, Alexandria has strategically partnered with BMS across Alexandria's highly consequential and innovative life science and advanced technology clusters, and is proud to enhance this mission-critical relationship with BMS as an anchor tenant at the iconic Campus Point Megacampus.

Alexandria Real Estate Equities, Inc. All rights reserved © 2026

In 1994, as a newly formed startup REIT focused on pioneering the life science real estate niche, Alexandria acquired its first laboratory building in Torrey Pines, and in 2010, launched the initial phase of the company's Campus Point by Alexandria Megacampus. As of March 31, 2026, Campus Point was 95.4% occupied and spans 2.9 million RSF, including 1.3 million RSF of properties in operation, 0.9 million RSF under construction, as well as 0.7 million RSF available for future development and redevelopment. "We are grateful and proud to continue our decades-long partnership with Bristol Myers Squibb with their new R&D hub at Campus Point," said Bret Gossett, executive vice president – co-regional market director and head of leasing for the San Diego region at Alexandria Real Estate Equities, Inc. "Campus Point is home to a diverse ecosystem of innovative companies, including multinational pharma companies, leading research institutes and advanced technology companies. Strategically designed to accelerate innovation, Campus Point provides tenants with the flexibility to expand within the same Megacampus ecosystem while helping them recruit and retain top talent, translate research into life-changing treatments with mission-critical infrastructure and leverage key industry relationships, all of which contribute to Alexandria's leasing velocity, portfolio performance and long-term business strategy."

Alexandria's San Diego region is one of the nation's most dynamic life science and advanced technology clusters, harnessing and uniting the four critical factors of the company's unique cluster model: location, innovation, talent and capital. As of March 31, 2026, the region comprises 6.2 million RSF of operating assets and 0.9 million RSF of development assets. Campus Point exemplifies the consequential impact of Alexandria's highly differentiated Megacampus ecosystems and the company's unique, multifaceted cluster-driven strategy. The stunning Megacampus is strategically located within The Miracle Mile of Medicine™ in San Diego, and situated within a dense concentration of renowned research and academic institutions, including Salk Institute, Scripps Research and University of California, San Diego, providing direct access to world-class scientific research and highly skilled talent, which increase collaborative innovation and enhance tenants' ability to recruit, engage and retain top talent. Featuring unmatched scale, inspiring design and impactful amenities, Campus Point will feature walking paths, a retail breezeway, a community farm and market, pickleball courts, athletic fields, fitness and wellness spaces, events and conference spaces, and eateries including a café, tavern and destination restaurant, enriching Alexandria's vibrant Megacampus ecosystem at the center of the growing San Diego science sector.

About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator, and developer of collaborative Megacampus™ ecosystems in AAA life science innovation cluster locations, including Greater Boston, the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle, and New York City. As of March 31, 2026, Alexandria had a total market capitalization of $20.44 billion and an asset base in North America that includes 35.8 million RSF of operating properties. Alexandria has a long-standing and proven track record of developing Class A/A+ properties clustered in highly dynamic and collaborative Megacampus environments that enhance our tenants' ability to successfully recruit and retain world-class talent and inspire productivity, efficiency, creativity, and success. Alexandria also provides strategic capital to transformative life science companies through our venture capital platform. We believe our unique business model and diligent underwriting ensure a high-quality and diverse tenant base that results in higher occupancy levels, longer lease terms, higher rental income, higher returns, and greater long-term asset value. For more information on Alexandria, please visit www.are.com.

Forward-Looking Statements 
This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding the expected benefits and impact of Campus Point by Alexandria Megacampus, including with respect to BMS's continued growth, research and development objectives, innovation, collaboration and ability to recruit, engage and retain talent; Alexandria's expected annual rental revenue from the delivered R&D hub; the expected scale, development, redevelopment, design, amenities and other attributes of Campus Point; and the expected benefits of Alexandria's Megacampus ecosystem and cluster-driven strategy, including with respect to tenant demand, leasing velocity, portfolio performance and long-term value creation. These forward-looking statements are based on Alexandria's present intent, beliefs or expectations, but forward-looking statements are not guaranteed to occur and may not occur. Actual results may differ materially from those contained in or implied by Alexandria's forward-looking statements as a result of a variety of factors, including, without limitation, the risks and uncertainties detailed in its filings with the Securities and Exchange Commission. All forward-looking statements are made as of the date of this press release, and Alexandria assumes no obligation to update this information. For more discussion relating to risks and uncertainties that could cause actual results to differ materially from those anticipated in Alexandria's forward-looking statements, and risks and uncertainties to Alexandria's business in general, please refer to Alexandria's filings with the Securities and Exchange Commission, including its most recent annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q.

CONTACT: Sara Cohen, Assistant Vice President – Capital Markets & Corporate Operations, (646) 799-2617, [email protected]

SOURCE Alexandria Real Estate Equities, Inc.

Posted by Defense World Staff on Jul 20th, 2026

Boston Common Asset Management LLC increased its position in shares of Palo Alto Networks, Inc. (NASDAQ:PANW – Free Report) by 10.8% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 47,194 shares of the network technology company’s stock after buying an additional 4,618 shares during the period. Boston Common Asset Management LLC’s holdings in Palo Alto Networks were worth $7,566,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the company. Darwin Wealth Management LLC acquired a new position in shares of Palo Alto Networks in the 2nd quarter valued at about $25,000. Steph & Co. grew its stake in Palo Alto Networks by 88.2% during the fourth quarter. Steph & Co. now owns 143 shares of the network technology company’s stock worth $26,000 after purchasing an additional 67 shares during the period. Knuff & Co LLC acquired a new stake in Palo Alto Networks during the fourth quarter worth approximately $26,000. Sittner & Nelson LLC increased its holdings in Palo Alto Networks by 73.8% in the fourth quarter. Sittner & Nelson LLC now owns 146 shares of the network technology company’s stock worth $27,000 after purchasing an additional 62 shares in the last quarter. Finally, Luken Investment Analytics LLC lifted its stake in Palo Alto Networks by 196.2% in the fourth quarter. Luken Investment Analytics LLC now owns 154 shares of the network technology company’s stock valued at $28,000 after buying an additional 102 shares during the period. Institutional investors own 79.82% of the company’s stock.

Insider Buying and Selling at Palo Alto Networks In other Palo Alto Networks news, EVP Dipak Golechha sold 5,000 shares of the company’s stock in a transaction on Tuesday, June 23rd. The shares were sold at an average price of $289.56, for a total transaction of $1,447,800.00. Following the transaction, the executive vice president owned 145,250 shares in the company, valued at approximately $42,058,590. This represents a 3.33% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, CAO Josh D. Paul sold 900 shares of the firm’s stock in a transaction on Wednesday, July 1st. The shares were sold at an average price of $345.00, for a total transaction of $310,500.00. Following the completion of the transaction, the chief accounting officer directly owned 79,644 shares in the company, valued at $27,477,180. This trade represents a 1.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 101,239 shares of company stock worth $27,174,360 in the last ninety days. 1.40% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets PANW has been the topic of a number of research analyst reports. Susquehanna restated a “positive” rating and set a $350.00 price target (up from $200.00) on shares of Palo Alto Networks in a report on Wednesday, June 3rd. DA Davidson lifted their price objective on shares of Palo Alto Networks from $190.00 to $345.00 and gave the company a “buy” rating in a research note on Wednesday, June 3rd. Citigroup reiterated a “buy” rating and set a $400.00 target price (up from $340.00) on shares of Palo Alto Networks in a research report on Monday, July 13th. Sanford C. Bernstein increased their target price on shares of Palo Alto Networks from $209.00 to $253.00 and gave the stock an “outperform” rating in a research note on Wednesday, June 3rd. Finally, Wolfe Research restated an “outperform” rating and issued a $320.00 price target on shares of Palo Alto Networks in a report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, forty have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $327.74.

View Our Latest Stock Analysis on Palo Alto Networks

Palo Alto Networks Stock Performance Shares of Palo Alto Networks stock opened at $358.68 on Monday. The stock has a market capitalization of $292.32 billion, a PE ratio of 294.00, a price-to-earnings-growth ratio of 13.32 and a beta of 0.91. Palo Alto Networks, Inc. has a 52 week low of $139.57 and a 52 week high of $368.80. The stock has a 50 day moving average price of $290.04 and a two-hundred day moving average price of $212.48. The company has a debt-to-equity ratio of 0.04, a quick ratio of 0.86 and a current ratio of 0.86.

Palo Alto Networks (NASDAQ:PANW – Get Free Report) last issued its earnings results on Tuesday, June 2nd. The network technology company reported $0.85 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.06. Palo Alto Networks had a return on equity of 10.53% and a net margin of 7.95%.The company had revenue of $3 billion for the quarter, compared to analyst estimates of $2.94 billion. During the same period in the prior year, the firm earned $0.37 earnings per share. Palo Alto Networks’s revenue for the quarter was up 31.1% on a year-over-year basis. Palo Alto Networks has set its FY 2026 guidance at 3.770-3.790 EPS and its Q4 2026 guidance at 0.960-0.980 EPS. As a group, equities analysts anticipate that Palo Alto Networks, Inc. will post 2.03 earnings per share for the current fiscal year.

About Palo Alto Networks (Free Report)

Palo Alto Networks (NASDAQ: PANW) is a cybersecurity company founded in 2005 and headquartered in Santa Clara, California. The firm develops a broad suite of security products and services designed to prevent successful cyberattacks and protect enterprise networks, clouds, and endpoints. Built around a platform strategy, its offerings target threat prevention, detection, response and governance across hybrid and multi-cloud environments.

The company’s product portfolio includes next‑generation firewalls as a core on‑premises capability, alongside cloud‑delivered security services and software for securing public and private clouds.

Read More Five stocks we like better than Palo Alto Networks Strait of Hormuz Tensions Spike Tanker Trade: These 2 Stocks Are Set to Benefit Shopify’s Quiet AI Strategy Could Be Its Biggest Advantage Yet Why These 3 Nuclear ETFs Are Getting a Fresh Look as AI Power Demand Rises 3 Aerospace Suppliers That Could Benefit as Aircraft Makers Face Bottlenecks

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« PREVIOUS HEADLINEAstrazeneca Plc $AZN Shares Sold by Boston Common Asset Management LLC

Moody's (MCO 1.01%), one of the largest providers of financial data, analytics, and credit rating services in the U.S., is often considered an evergreen stock. It shares a near-duopoly in the financial data market with S&P Global (SPGI 1.43%), and both companies serve a broad range of businesses and financial institutions.

However, Moody's stock has stayed nearly flat year to date, underperforming the S&P 500's 9% gain. It also looks historically expensive at 37 times its trailing earnings, while the S&P 500 trades at 32 times earnings. Should you still invest in Moody's before its second-quarter earnings report on July 22, or should you wait for it to cool off to more reasonable valuations?

Image source: Getty Images.

What is Moody's stock treading water? Moody's usually thrives in bull and bear markets, since its customers will use its services to make informed financial decisions regardless of the market's overall direction. In 2022 and 2023, rising interest rates curbed demand for its credit rating services, which are used to approve new debt offerings, but that business recovered as interest rates fell in 2024 and 2025.

Moody's has also been upgrading its platform with new AI features to process its financial data more efficiently and widen its moat against AI-powered challengers. It's also integrating those services into Amazon Web Services (AWS) and Microsoft's Copilot to keep pace with the shift toward cloud and AI services.

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For 2026, Moody's expects its revenue to grow by the high single digits, its adjusted operating margin to expand from 51.1% in 2025 to 52%-53%, and for its adjusted EPS to rise 10%-14%. It also aims to allocate most of its free cash flow (FCF) of $2.8-$3.0 billion toward $2.5 billion in buybacks (equivalent to nearly 3% of its market cap of $89.2 billion).

That outlook is bright, but two major issues are weighing down its stock. First, many analysts expect interest rate hikes in the second half of 2026 if inflation doesn't cool down. That pressure could impact its rating services for new debt issuances. Second, the market's enthusiasm for its AI initiatives -- along with its rosy guidance for the rest of the year -- inflated its valuations. Rising interest rates could compress those valuations and drive investors toward cheaper stocks.

Should you buy Moody's before its next earnings report? Moody's is still a solid long-term investment, but I wouldn't rush to buy it before its next earnings report. I'd wait to see what it says about the current macro environment, the monetization of its AI integrations, and its full-year guidance before assuming that it will regain its mojo in the second half of the year.

Leo Sun has positions in Amazon. The Motley Fool has positions in and recommends Amazon, Microsoft, Moody's, and S&P Global. The Motley Fool has a disclosure policy.

James Wixtead Appointed Executive Chairman; Michael O'Donnell Named President

, /PRNewswire/ -- Chubb Limited (NYSE: CB) today announced key executive appointments to its global reinsurance business, Chubb Tempest Re. James Wixtead, Senior Vice President, Chubb Group and President, Chubb Tempest Re Group, has been named Executive Chairman. Michael O'Donnell, currently Division President, Chubb Tempest Re USA, has been named Senior Vice President, Chubb Group and President, Chubb Tempest Re, succeeding Wixtead. The appointments are effective August 1.

As Executive Chairman, Wixtead will provide governance oversight and advise on strategy for Chubb global reinsurance. As President, O'Donnell has day-to-day executive management responsibility for Chubb Tempest Re, both top and bottom line.

Chubb Tempest Re provides a broad range of traditional and specialty reinsurance products to a diverse array of primary property and casualty insurance companies. O'Donnell will report to Evan G. Greenberg, Chubb Chairman and Chief Executive Officer, and John Keogh, President and Chief Operating Officer, Chubb Group.

"For over three decades in this industry, Jim has earned the confidence of clients and brokers around the world and instilled the underwriting discipline that defines how we operate," said Greenberg. "I want to thank him for his years of contribution."

Greenberg added, "Michael is an exceptional underwriter who has led our U.S. reinsurance operation with distinction for more than a decade. His command of this business and its complexities give me full confidence in his ability to grow our global reinsurance franchise."

Wixtead brings nearly 40 years of insurance industry experience to the role. Prior to ACE's acquisition of Chubb in January 2016, he was President, ACE Tempest Re Group, and he was appointed Senior Vice President, ACE Group, in July 2014. From 2005 to 2014, he served as Division President of ACE Tempest Re USA, responsible for ACE's traditional and non-traditional property and casualty reinsurance business in North America. He currently serves as an advisor on the Board of Directors for ABR Re and holds a Bachelor of Arts degree in government from Bowdoin College.

O'Donnell has served as Division President, Chubb Tempest Re USA, since 2014, with responsibility for Chubb's domestic property and casualty assumed reinsurance operation. He joined Chubb Tempest Re in 2006 as a casualty treaty underwriter and began his career with General Reinsurance Corp. as a casualty facultative underwriter. He earned an MBA from Fordham University and a Bachelor of Science degree in finance from Villanova University.

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

SOURCE Chubb

NEW YORK--(BUSINESS WIRE)--Schrödinger, Inc. (Nasdaq: SDGR) today reported that on July 16, 2026, the company granted restricted stock units (RSUs) with respect to 3,691 shares of the company's common stock to four newly hired employees. These grants were made pursuant to the company's 2021 Inducement Equity Incentive Plan, were approved by the compensation committee of the board of directors pursuant to a delegation by the company's board of directors, and were made as a material inducement to.

The AI trade, at least for the time being, has come to an end. Many leaders have officially broken below major support and key moving averages, signaling a change in market momentum. Semiconductors, memory names, neoclouds, photonics, the groups that led the market for most of the year, have sold off hard over the past month. But one corner of technology has barely flinched: cybersecurity. And in a tape like this, that kind of relative strength is exactly what tends to precede leadership changes.

The numbers tell the story cleanly. The Amplify Cybersecurity ETF NYSEARCA: HACK is up 15.4% over the past 30 days and hit a fresh 12-month high in early July. Over that same 30-day stretch, the VanEck Semiconductor ETF NASDAQ: SMH fell almost 9%. The gap widens further when measured against their peaks. HACK sits less than 5% below its 52-week high, while SMH trades roughly 17% below its own, and many memory and semiconductor leaders sit 15% to 25% off their recent highs. It is worth noting that Bank of America just called long semiconductors the most crowded trade ever, while cybersecurity stocks actually rose on one of the market's ugliest sessions last week.

Get CrowdStrike alerts:

When money rotates out of a crowded theme, it looks for quality groups with their own demand drivers. Cybersecurity, with rising AI-driven threats and non-discretionary budgets, fits that description well. Three names in particular have been leading the way.

CrowdStrike: The Platform Leader Keeps CompoundingCrowdStrike Today

$207.16 +4.08 (+2.01%)

As of 09:43 AM Eastern

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

52-Week Range$85.68▼

$217.50Price Target$180.63

CrowdStrike NASDAQ: CRWD is up around 75% year to date and trades within striking distance of its 52-week high of $217.50. That momentum and outperformance have been backed by real business progress.

The company recently expanded its strategic partnership with Schwarz Digits to deliver sovereign cybersecurity across Europe and agreed to acquire XM Cyber's IP, while Frost & Sullivan named it Company of the Year for identity threat detection.

Analysts project earnings growth of almost 71% for the year ahead, and the recently completed 4-for-1 stock split has broadened retail accessibility. One potential flag for investors to note, however, is that the consensus price target of $180.42 across 50 analysts now sits below the share price, a familiar dynamic in stocks that move faster than models can be updated.

Fortinet: The Stock That Doubled While Nobody Was WatchingFortinet Today

$163.69 +2.08 (+1.29%)

As of 09:43 AM Eastern

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

52-Week Range$70.12▼

$170.35P/E Ratio63.12

Price Target$115.58

Fortinet NASDAQ: FTNT has quietly been one of the best large-cap stocks in the entire market, up almost 100% year to date, and it still sits roughly within 6% of its 52-week high. Unlike many high-flyers this year, Fortinet pairs that performance with elite profitability. The company has net margins of 27.5%, a return on equity above 130%, and $1.85 billion in trailing net income.

The news flow keeps improving, too, with TD SYNNEX selected this week as a global distributor and the FortiEndpoint platform expanding into AI security and governance.

The consensus rating is Hold with a target well below the current price, reflecting analyst caution after the double, but the tape has been ignoring that caution all year. Earnings arrive on July 29 for the cybersecurity outperformer, the nearest catalyst of the three.

Palo Alto Networks: The Sector Heavyweight at the HighsPalo Alto Networks Today

PANW

Palo Alto Networks

$363.44 +4.76 (+1.33%)

As of 09:43 AM Eastern

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

52-Week Range$139.57▼

$368.80P/E Ratio297.97

Price Target$327.74

Palo Alto Networks NASDAQ: PANW is the largest name in the group, with a market cap of almost $295 billion, up over 90% year to date and trading within 5% of its 52-week high.

The platformization strategy, consolidating firewalls, cloud security, and AI-driven security operations into a single stack, has made it the default enterprise choice as companies rush to secure their AI deployments.

The stock jumped almost 7% in a single session; Tigress Financial just raised its target to $430, and PANW currently sits on MarketBeat's most-upgraded stocks list with one of the strongest news sentiment scores among large-cap tech stocks.

The valuation is undeniably rich, and the consensus target of $327.74 trails the share price. But leadership stocks in emerging themes rarely look cheap.

A Changing of the Guard?Rotation is how bull markets stay alive. With the AI trade crowded and in the process of correcting, capital appears to be finding the one technology group whose demand continues to grow as the AI buildout expands. That's because every new model, agent, and data center creates a new attack surface to defend. If that relative strength holds, cybersecurity may not just be weathering this sell-off. It may be auditioning for leadership of the next leg higher.

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

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

View The Five Stocks Here

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Halliburton Company (NYSE:HAL) will release its second quarter earnings report before the opening bell on Tuesday, July 21.

Analysts expect the Houston, Texas-based company to report quarterly earnings of 54 cents per share, down from 55 cents per share in the year-ago period. The consensus estimate for Halliburton’s quarterly revenue is $5.5 billion. It reported $5.51 billion last year, according to Benzinga Pro.

On July 13, Halliburton announced it won a major integrated well construction contracts for the GranMorgu deepwater development offshore Suriname.

Shares of Halliburton rose 0.5% to close at $35.22 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 HAL stock? Here’s what analysts think:

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VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that Sago Health, a division of the healthcare research, technology, and consulting company Sago, rebuilt its go-to-market motion around data-led outbound sales and now reports a higher share of outreach converting to opportunities and of opportunities converting to wins, according to the company. For more than 60 years, Sago Health leaned on its reputation to fuel a predominantly inbound sal.

It's been a volatile year for hydrogen and fuel cell stocks. Two of the main players in the space, Plug Power (PLUG +0.93%) and FuelCell Energy (FCEL +6.57%), have been on a roller coaster, resulting in massive swings. Which company is worthy of your attention right now?

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FuelCell's stock has seen explosive growth this year and, despite a recent drop, has risen more than 150% so far. This is largely the result of surging data center demand. The company's sales pipeline grew 267% to 4 gigawatts in the second quarter, and it announced an important strategic collaboration with Siemens. The partnership will help the company scale and deploy its fuel cells more quickly.

FuelCell's financials still reflect the business's riskiness. The company's latest quarter saw revenue actually fall 5% year over year, while the backlog also dropped considerably to about $1.1 billion. FuelCell also recently diluted its shareholders by offering $225 million in newly issued shares.

Image source: The Motley Fool.

Plug Power is a turnaround story. So far this year, the company's stock has risen about 30%. Revenue in the first quarter of 2026 rose 22% year over year, and gross margins improved dramatically. The efforts of newly appointed CEO Jose Luis Crespo, called "Project Quantum Leap," are taking shape. Plug aims to achieve positive EBITDAs (multiple examples of earnings before interest, taxes, depreciation, and amortization) by the fourth quarter of 2026.

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Both stocks are still incredibly volatile and high risk, but with data center demand growing, each company could play a substantial role in the energy revolution. Still, at this point, Plug Power's story is more grounded in operational efficiency and improving fundamentals, while FuelCell is benefiting mostly from excitement and speculative enthusiasm. I have to give Plug the competitive edge here.

Catie Hogan has positions in FuelCell Energy and Plug Power. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

In a widely circulated essay published on July 12, Microsoft (MSFT 0.74%) CEO Satya Nadella identified a fundamental imbalance in how companies deploy artificial intelligence (AI). He argued that enterprises essentially pay for intelligence twice, first through tokens and again with the proprietary knowledge they must reveal to make AI useful.

Every prompt and correction an organization feeds a model becomes "exhaust," a trail of insights about how an organization operates that leaks out, "trace by trace." To counter this "Reverse Information Paradox," Nadella argued that companies must take control of their data by running AI within their own "tenant boundary."

Microsoft CEO Satya Nadella. Image source: Microsoft Corporation.

The cost of protecting enterprise IP Today, companies use three primary paths to access frontier AI models. They can use large cloud platforms such as Azure OpenAI Service or Amazon's (AMZN +0.74%) AWS Bedrock, a direct application programming interface (API) from model providers, or a hybrid of both.

The cloud path doesn't require expensive hardware, and the direct route is well established by companies like Anthropic, which built a multibillion-dollar business on direct enterprise contracts. Regardless of the path, the risks Nadella described remain.

The model provider's infrastructure inevitably captures the usage patterns and query data that reveal how an enterprise operates. In response, sovereign nations and regulated entities are increasingly investing in their own hardware.

Hewlett Packard Enterprise (HPE 0.59%) closed its second quarter with a $6 billion AI server backlog, roughly 60% of which came from sovereign nations and enterprise clients. Through its acquisition of Juniper Networks last year, HPE can now sell an integrated on-premise stack of servers, storage, and networking to organizations building their own AI capabilities.

Meanwhile, Dell Technologies' (DELL +1.43%) backlog continues to grow. The company reported over $24 billion in AI orders last quarter and exited with a $51 billion backlog. Management noted that customers are seeking integrated solutions they can deploy on infrastructure they control, with specific products designed to keep sensitive data and IP on-premise.

The hyperscalers are positioned to profit either way Once enterprises own the hardware, they need orchestration tools to route between models without getting locked into a single provider. Microsoft's Azure AI Foundry, AWS Bedrock, and Alphabet's Vertex AI offer model-agnostic capabilities.

The architecture supports hybrid adoption, enabling companies to run workloads across multiple clouds and on-premises systems. Nadella's essay makes more sense against this backdrop, as his company positions itself to capture value from the shift he warned about.

After a volatile week in the markets, AI-related stocks are taking a breather following a historic run. With shares trading at just 13 times this year's earnings estimates, HPE warrants a closer look.

Today's Change

(

-0.59

%) $

-0.27

Current Price

$

45.55

The company assembles AI server systems, but margin expansion depends on its ability to attach networking and storage contracts. At this valuation, the stock offers a reasonable entry point for investors seeking exposure to enterprise infrastructure spending.

D.R. Horton, Inc. (NYSE:DHI) will release its third quarter earnings report before the opening bell on Tuesday, July 21.

Analysts expect the Arlington, Texas-based company to report quarterly earnings of $2.99 per share, down from $3.36 per share in the year-ago period. The consensus estimate for D.R. Horton’s quarterly revenue is $9.17 billion. It reported $9.23 billion last year, according to Benzinga Pro.

On April 21, D.R. Horton reported better-than-expected second-quarter EPS results.

D.R. Horton shares fell 3.3% to close at $149.39 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 DHI stock? Here’s what analysts think:

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OSHKOSH, Wis., July 20, 2026 (GLOBE NEWSWIRE) -- Merlin, Inc. (NASDAQ: MRLN), an aerospace and defense technology company building the operating system of record for autonomous flight, today announced it successfully completed an autonomous landing at EAA AirVenture Oshkosh with its Cessna 208B Grand Caravan equipped with the Merlin Pilot AI-powered autonomy platform. The autonomous landing occurred on Runway 27 at 10:02am CDT on July 17, 2026, at the 73rd annual event in Oshkosh, Wisconsin, where over 600,000 EAA members and aviation enthusiasts gather annually to celebrate the heritage and future of flight. The landing demonstrates how AI-powered autonomy is moving from research and experimentation toward operational deployment.

"For more than 70 years, Oshkosh has been where aviation introduces its next chapter," said Matt George, CEO and founder of Merlin. "Many members of our team first fell in love with aviation here, so returning to Oshkosh to complete what we believe is the first autonomous landing of a conventional fixed wing aircraft in EAA AirVenture history makes this milestone especially meaningful. We're incredibly grateful to the EAA air and ground crews, whose involvement made this achievement possible. It's a testament to how far autonomous flight has come and a reminder that the next chapter of aviation is being built by the same community that has always embraced what's next."

Merlin's autonomous landing builds on a year of significant technical and corporate milestones for the company, including its public listing on NASDAQ in March 2026. Earlier this year, Merlin completed the Critical Design Review for its C-130J autonomy program with U.S. Special Operations Command, validating the system's design readiness and advancing the program into aircraft integration activities, as well as unveiled its first product family for large, multi-crew aircraft, Condor. Together, these milestones represent Merlin's broader vision of delivering a single autonomy platform capable of supporting both defense and commercial aircraft from takeoff to touchdown.

At the show, Merlin’s aircraft will be on display at Booth #19 on James Ray Boulevard. Visitors can also experience Merlin Pilot in action through the company's interactive flight simulator.

About Merlin
Merlin is an aerospace and defense technology company building the operating system of record for autonomous flight. Through a first-principles approach, the company is redefining what’s possible across aviation, aerospace, and defense with the goal of delivering full-stack autonomy for any aircraft, military or civilian, from takeoff to touchdown. The Merlin Pilot system powers a growing range of aircraft and mission profiles, proven through hundreds of autonomous flights from test facilities across the globe. With $100M+ total in IDIQ contract ceiling value under its C-130J autonomy program with USSOCOM, Merlin is advancing American leadership in autonomous aviation by helping to solve national security challenges through safe, reliable autonomy. To learn more, visit www.merlinlabs.com or follow us on X @merlinaero.

Media Contact
Kristen Georgette
617-842-6064
[email protected]

A video accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/6ba7070d-a311-4b57-982a-dc7f77fb1e71

Merlin Lands an Autonomous Cessna Caravan at Oshkosh AirVenture "3 Charlie Bravo, are you the autonomous Caravan?" "Affirm."On July 17, 2026, Merlin Pilot landed a ...

On July 20, 2026, we conducted a DCF analysis for Toyota Motor Corp (TM) to assess its intrinsic value in the context of its recent price performance. Over the

20.7.2026 15:29, GOOG, GOOGL, BAAGOOGL

Americká společnost Google, spadající pod technologický konglomerát Alphabet, údajně vyvíjí nový serverový čip, který má být navržen přímo na míru jeho modelu umělé inteligence Gemini. Informoval o tom server The Information s odvoláním na zdroje obeznámené se situací.

Čip, interně nazývaný Frozen v2, by měl být oddělený od stávající řady tensorových procesorových jednotek (TPU), které Google vyvíjí už řadu let. Jeho hlavní předností má být výrazné omezení množství dat, která musí procesor přesouvat, což by zrychlilo odezvu na dotazy uživatelů. Zaměstnanci pracující na projektu údajně odhadují, že by nový čip mohl být v době uvedení 6x až 10x efektivnější než nejnovější generace dosavadních čipů Googlu. Firma by ho prý mohla nasadit nejdříve v roce 2028.

Novým čipem chce Google podle serveru The Information řešit zásadní nedostatek výpočetní kapacity pro umělou inteligenci a poskytovat své AI modely uživatelům podstatně efektivněji.

Představení společnosti Zajímá vás společnost Alphabet? Přečtěte si první a druhý díl podrobného představení společnosti.

Akcie Alphabet Akcie Alphabet třídy A (GOOGL) v předburzovní fázi posilují o 1,16 % na 350,8 USD. Akcie třídy C (GOOG) zaznamenávají růst o 1,11 % na 349,97 USD. S akciemi Alphabet mohou klienti Fio banky obchodovat také na RM-SYSTÉMu pod tickerem BAAGOOGL, kde se naposled zobchodovaly za 7 600 Kč.

Zdroj: Bloomberg, The Information

Michal Bárta
Fio banka, a.s.
Prohlášení

Agreement provides Incyte the rights to develop and commercialize ENHANZE® with its mutCALR development program and an option to nominate up to two additional targets

, /PRNewswire/ -- Halozyme Therapeutics, Inc. (Nasdaq: HALO) ("Halozyme" or the "Company") today announced that it has entered into a global collaboration and license agreement with Incyte (Nasdaq: INCY) to evaluate additional subcutaneous formulations of INCA033989, a first-in-class mutant calreticulin (mutCALR)-targeted monoclonal antibody, in patients with mutCALR-expressing myeloproliferative neoplasms (MPNs), utilizing Halozyme's proprietary ENHANZE® drug delivery technology. The collaboration will focus on the potential for ENHANZE® to strengthen the subcutaneous formulation currently in development for INCA033989, with the goal of enabling more convenient delivery and dosing regimens that may improve the treatment experience.

Under the terms of the agreement, Halozyme will receive an upfront payment from Incyte and is eligible to receive additional payments upon achievement of agreed upon milestones. In addition, Halozyme is eligible to receive royalties on net sales of commercialized medicines using ENHANZE®. Under the collaboration, Incyte also has the option to nominate up to two additional targets for use with ENHANZE®.

"This collaboration with Incyte underscores the continued momentum and broad applicability of our ENHANZE technology across high-value therapeutic areas," said Dr. Helen Torley, President and Chief Executive Officer of Halozyme. "Incyte brings a strong portfolio and deep expertise in hematology, and we look forward to working together to enable the development of more convenient subcutaneous treatment options for patients. This agreement builds on Halozyme's established track record of successful collaborations with leading biopharmaceutical companies and further diversifies our portfolio of partnered programs across multiple therapeutic areas."

About Halozyme

Halozyme is a biopharmaceutical company advancing disruptive solutions to improve patient experiences and outcomes for emerging and established therapies. As the innovators of ENHANZE® drug delivery technology with the proprietary enzyme rHuPH20, Halozyme's commercially-validated solution facilitates the subcutaneous delivery of injected drugs and fluids, reducing treatment burden and improving convenience. ENHANZE® has touched more than one million patient lives through ten commercialized products across over 100 global markets and is licensed to leading pharmaceutical and biotechnology companies including Roche, Takeda, Pfizer, Janssen, AbbVie, Eli Lilly, Bristol-Myers Squibb, argenx, ViiV Healthcare, Chugai Pharmaceutical, Acumen Pharmaceuticals, Merus N.V., Skye Bioscience and GSK.

Halozyme expanded its drug delivery technology portfolio to develop partner products using Hypercon™ and Surf Bio's hyperconcentration technology. Hypercon™ is an innovative microparticle technology expected to set a new standard in hyperconcentration of drugs and biologics by reducing injection volume for the same dosage and enabling administration in at‑home and healthcare‑provider settings. The addition of Surf Bio's polymer‑based hyperconcentration technology further broadens the range of biologics that can be delivered subcutaneously, meaningfully expanding the scope of opportunities across therapeutic modalities. Together, Hypercon™ and Surf Bio's technology complement ENHANZE® by enabling creation and delivery of highly concentrated biologics. The Hypercon™ technology has been licensed to leading biopharmaceutical partners, including Janssen, Eli Lilly, argenx, Vertex Pharmaceuticals and Oruka Therapeutics.

Halozyme also develops, manufactures and commercializes drug-device combination products using advanced auto-injector technologies designed to improve convenience, reliability and tolerability, enhancing patient comfort and adherence. The Company has two proprietary commercial products, Hylenex® and XYOSTED®, partnered commercial products and ongoing development programs with Teva Pharmaceuticals and McDermott Laboratories Limited, an affiliate of Viatris Inc.

Halozyme is headquartered in San Diego, CA, with offices in Ewing, NJ; Minnetonka, MN; and Boston, MA. Minnetonka is also the site of its operations facility.

For more information, visit www.halozyme.com and connect with us on LinkedIn.

Safe Harbor Statement

In addition to historical information, the statements set forth above include forward-looking statements including, without limitation, statements concerning royalty revenue growth, margins and durability, potential new partnerships and innovations, the possible activity, benefits and attributes of ENHANZE®, the possible method of action of ENHANZE®, its potential application to aid in the dispersion and absorption of other injected therapeutic drugs and statements concerning certain other potential benefits of ENHANZE® including facilitating more convenient administration and dosing regimens of injectable medications through subcutaneous delivery and potentially lowering the treatment burden, easing treatment access and improving the treatment experience for patients. These forward-looking statements may also include statements regarding the product development and commercialization efforts of Halozyme's collaboration partner (including the potential advancement, regulatory approval and launch of products as a result of such efforts and the potential nomination of additional targets) and Halozyme's potential receipt of payments associated with achievement of certain milestones, and royalties on sales of commercialized products. These forward-looking statements involve risks and uncertainties that could cause actual results to differ materially from those in the forward-looking statements. The forward-looking statements are typically, but not always, identified through use of the words "expect," "believe," "enable," "may," "will," "could," "intends," "estimate," "anticipate," "plan," "predict," "probable," "potential," "possible," "should," "continue" and other words of similar meaning. Actual results could differ materially from the expectations contained in forward-looking statements as a result of several factors, including risks and uncertainties concerning whether development, regulatory and sales-based milestones will be achieved, uncertainties concerning whether additional targets are nominated under the collaboration agreement referred to in this press release and whether collaborative products are ultimately developed, approved or commercialized and the potential future market for such products, unexpected levels of revenue growth, expenditures and costs, unexpected results or delays in development and regulatory review, unexpected regulatory approval requirements, unexpected adverse events or patient outcomes and competitive conditions. These and other factors that may result in differences are discussed in greater detail in Halozyme's most recent Annual and Quarterly Reports filed with the Securities and Exchange Commission. Except as required by law, Halozyme undertakes no duty to update forward-looking statements to reflect events after the date of this release.

Contacts:

Tram Bui
VP, Investor Relations and Corporate Communications
609-333-7668
[email protected]

Sydney Charlton
Teneo
917-972-8407
[email protected]

SOURCE Halozyme Therapeutics, Inc.

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CompaniesNEW DELHI, July 20 (Reuters) - India's Hindustan Petroleum Corp (HPCL.NS), opens new tab on Monday invited liquefied natural ​gas (LNG) suppliers, producers and traders ‌to register to supply LNG on a spot and long-term basis, according to a ​notice on its website.

HPCL operates ​an LNG import and regassification facility ⁠at Chhara in western India with ​annual capacity of 5 million metric ​tons.

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Apart from spot purchases, HPCL is looking to import up to 1 million tons per ​year of LNG for 10 ​to 15 years, sources with knowledge of the ‌matter ⁠said.

HPCL did not respond immediately to an emailed request for comment.

India wants to raise the share of gas ​in its ​energy mix ⁠to 15% from about 6% currently to cut its ​carbon footprint.

HPCL also has a ​10-year ⁠LNG import deal with Abu Dhabi National Oil Co for 500,000 tons ⁠of ​LNG every year from ​2028. The company also buys LNG through spot ​tenders.

Reporting by Nidhi Verma Editing by David Goodman

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