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2026-07-19 04:09 23d ago
2026-07-18 22:14 24d ago
CrowdStrike vs. Snowflake: Which Technology Stock Is a Better Buy in 2026?
CRWD CrowdStrike
FMP Stock News
Original source text
In an era where data is the new oil and security is the vault, choosing between CrowdStrike (CRWD 0.21%) and Snowflake (SNOW 0.40%) represents a classic debate for growth investors. Both companies sit at the center of modern digital transformation, yet they serve very different roles in the enterprise software ecosystem. This comparison explores which stock is a better buy today.

CrowdStrike focuses on stopping breaches through its AI-driven Falcon platform, securing the devices where work happens. Snowflake offers a platform that breaks down data silos, enabling companies to manage and analyze data for artificial intelligence applications. These two are often compared because they both represent high-growth, cloud-native leaders competing for the same IT budget dollars.

The case for CrowdStrikeCrowdStrike provides cloud-native cybersecurity through its Falcon platform, which protects endpoints, identity, and data for over 88,000 organizations. The company has built a dominant reputation among tech stocks by replacing legacy antivirus software with its integrated, AI-powered security architecture. Strategic technology alliances remain central to growth, including recent partnerships with Schwarz Digits and Grant Thornton Advisors.

In FY 2026, revenue reached nearly $4.8 billion, representing a growth rate of approximately 21.7% compared to the prior year. The company reported a net loss of roughly $162.5 million for the year. This resulted in a net margin of approximately -3.4%, up from the -0.5% reported in the previous fiscal year.

As of its January 2026 balance sheet, the debt-to-equity ratio is approximately 0.2x. This ratio measures total debt relative to shareholder equity, with lower numbers indicating less reliance on borrowed money. The current ratio stands at approximately 1.8x, which measures a company's ability to cover its short-term debts with its short-term assets. Free cash flow, which is cash from operations minus capital expenditures, reached nearly $1.3 billion. Note that stock-based compensation accounted for roughly 68.0% of operating cash flow, thereby inflating reported cash generation, since SBC is a non-cash expense added back in the cash flow statement.

The case for SnowflakeSnowflake provides the AI Data Cloud, a platform for data engineering, analytics, and AI applications. As of January 2026, the company served over 13,000 total customers across diverse industries, including healthcare and financial services. Its strategy relies on the Snowflake Partner Network and dependencies on major cloud infrastructure providers like Amazon (AMZN 0.91%), Microsoft (MSFT 1.67%), and Alphabet (GOOG 2.17%) (GOOGL 2.05%).

In FY 2026, revenue reached close to $4.7 billion, an increase of roughly 29.2% over the previous year. Despite this growth, the company reported a net loss of approximately $1.3 billion for the period. This performance resulted in a net margin of nearly -28.4%, an improvement from the -35.5% net margin seen in FY 2025.

As of its January 2026 balance sheet, the debt-to-equity ratio reached approximately 1.4x. A ratio of 1.4x indicates that the company uses more debt than equity to fund operations. The current ratio of roughly 1.3x suggests the company maintains enough liquid assets to meet its immediate financial obligations. Free cash flow for the year reached approximately $1.1 billion. Note that stock-based compensation represented roughly 130.9% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.

Risk profile comparisonCrowdStrike faces ongoing risks following the July 19 incident, which continues to impact its reputation, customer renewals, and business operations. The company is currently managing multiple securities class action lawsuits and derivative litigation stemming from that event. Furthermore, intense competition from legacy antivirus and newer cloud vendors requires constant innovation in artificial intelligence to maintain market share.

Snowflake faces significant exposure to security breaches, including incidents involving customer account access under the shared responsibility model. The company also faces heavy competition from its own infrastructure hosts, such as Amazon and Microsoft, which offer competing data solutions. Additionally, its consumption-based revenue model creates fluctuations in financial results based on how much data customers actually use each month.

Valuation comparisonSnowflake currently trades at a lower P/S ratio than CrowdStrike, though both maintain high forward P/E multiples.

MetricCrowdStrikeSnowflakeSector BenchmarkForward P/E165.5x138.5x338.0xP/S ratio43.1x19.8xn/aSector benchmark uses the SPDR XLK sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Both of these companies are benefiting from the growth of artificial intelligence, but in different ways. There are many opportunities to jump on the AI bandwagon, but between these two compelling choices, which is the better investment?

CrowdStrike’s cybersecurity subscription model produces consistent recurring revenue. Its customer base includes over 88,000 organizations, and its AI-enhanced security services are continually evolving, so there’s little incentive for these customers to go elsewhere. It has been growing steadily, reporting strong cash flow, generally accepted accounting principles (GAAP) profitability, and rewarding shareholders.

By comparison, Snowflake’s focus is on storage and analysis of the enormous amounts of information its clients can generate. This makes it a natural foundation for many AI applications. Rather than using CrowdStrike’s subscription model, Snowflake’s customers pay based on usage. The advantage of this model is that, as AI workloads increase, so can the company’s revenue. The company is currently unprofitable, however, and results are more dependent on fluctuations in customer usage.

Both stocks trade at premium valuations, so this isn’t a relevant basis for comparison. So, if I had to choose one of these companies for my portfolio, I would lean toward CrowdStrike. Its recurring revenue model and steady profitability make it a better AI play for 2026.
2026-07-19 04:00 23d ago
2026-07-18 22:39 24d ago
Paramount Skydance may have won the battle — but war against Netflix is raging
PARA Paramount Global
FMP Stock News
Original source text
Paramount Skydance may have won the battle to buy Warner Bros. Discovery — but its war against rival Netflix is still raging.

That, at least, is what some executives inside the media giant known as PSKY are privately saying about the plight of their $80 billion deal to buy WBD, which in February edged out an offer from Netflix.

Specifically, they believe a bombshell lawsuit from 12 state attorneys general filed last week to block the mega-merger has Netflix’s fingerprints all over it.

I must admit that this assessment, described to me by multiple people inside PSKY, has a ring of paranoia to it.

The evidence, such as it is, is more surmise than tangible.

The gist is that the leaders of the suit, California Attorney General Rob Bonta and New York AG Tish James, are both fellow travelers in the progressive ecosystem — just like Netflix — and that they are being coaxed by Netflix to bring a case that could disarm a right-of-center competitor.

True, Bonta may share some of the same politics as people at Netflix, but he doesn’t need CEO Ted Sarandos to tell him how this case is a gold mine for him.

For a California politician who aspires to be governor someday, it’s a no-brainer to make hay out of the fact that Larry Ellison, the mega-billionaire behind his son’s deal, is a close ally of Donald Trump.

Attorney General Rob Bonta holds a press conference announcing that California will sue to block Paramount’s $110 billion acquisition of Warner Bros. Discovery in Los Angeles, California, U.S., July 13, 2026. REUTERS DOJ Antitrust greenlighted the deal in record time in the hopes of MAGA ownership over the likes of CNN, CBS and lots of cable channels and studios.

And yet Paramount Skydance appears to think some studio executives are pulling those strings.

It seems that every press release in response to Bonta’s lawsuit has a Netflix reference, highlighting how the deal will create a viable competitor that can prevent Netflix from overpricing the most popular way entertainment and news is now consumed.

“I will say it is odd that Paramount seems weirdly obsessed with Netflix,” Rich Greenfield recently told me and my partner Bob Sloan on our “Risk and Return” podcast.

“Everything they put out has ‘Netflix’ multiple times.”

Ted Sarandos arrives on the red carpet before the 27th Mark Twain Prize for American Humor Award at the Kennedy Center for the Performing Arts in Washington, DC on Sunday, June 28, 2026. Bonnie Cash/UPI/Shutterstock Leave La La land? This “obsession” might explain why the company on the eve of the lawsuit leaked an odd bit of news: That David Ellison is being advised simply to move his headquarters out of Los Angeles, rather than deal with people like Bonta.

Left out of the overheated coverage of this “move” has been a simple reality check: It’s one thing to, say, take Tesla’s Gigafactory out of Cali for the friendlier confines of Texas, as Elon Musk did.

But try doing that with a media company that will own a pair of iconic, century-old studio lots if the deal is consummated.

“It is sort of funny when you have all of your talent basically in New York and LA, you’re going to have all of your senior management team flying around the country to do meetings with talent?” Greenfield added.

“Give me a break.”

Paramount Skydance CEO David Ellison speaks during the Bloomberg Screentime conference in Los Angeles on October 9, 2025. AFP via Getty Images That said, everyone in the media knows Netflix is loving the drama.

The suit could weaken a competitor even if the deal closes.

A ticking fee of $650 million every quarter if it doesn’t close by September is just one problem.

Another is that integration is time-consuming and could be delayed until 2027 if a Biden-appointed federal judge grants a preliminary injunction against the deal, setting the stage for a lengthy court battle.

The Ellisons understand not only this, but also the fact that their strong legal hand doesn’t really matter here.

Just read the complaint and you get the feeling Bonta is living in the 1990s — ignorant of YouTube, streaming, the rise of Amazon, Apple and social media, everything that has upended legacy media.

With cord cutting rampant in the streaming era, where’s the monopoly pricing power in controlling more than 50 cable channels or maintaining two studios?

The ‘Trump’ link It’s all beside the point, of course.

Bonta wants a political spectacle.

He has all but admitted it.

Just as Paramount doesn’t miss a chance to mention Netflix in its defense, Bonta doesn’t miss a chance to mention Trump in his rationale for bringing the case, that the president relishes one of his best buds in charge of a vast news and entertainment empire. It’s as if in suing the Ellisons he’s suing The Donald.

So despite his tough legal hand, Bonta will milk this for all it’s worth.

The Ellisons’ inability to integrate CBS, CNN, studios and streaming services would certainly make Sarandos’s year after his humiliating defeat in the months-long WBD bidding war.

And who knows what the future has in store if this deal fails?

Maybe Netflix will be back.

“I say there’s a 20-to-1 chance,” one person inside the deal told me.

“But all that it takes is one crazy, left-wing judge.”

Reps for PSKY and Netflix didn’t comment.
2026-07-19 03:32 23d ago
2026-07-18 23:03 24d ago
Energizer: Trading Below Its Historical Valuation
ENR Energizer Holdings
FMP Stock News
Original source text
HomeStock IdeasLong IdeasConsumer Staples Analysis

SummaryEnergizer Holdings is rated a buy, trading at 5.94x forward earnings versus its 5-year average of 9.20x.I expect ENR to re-rate as the market stops pricing in permanent impairment, supported by raised FY26 guidance and a clear path to low-40s gross margin by Q4.My probability-weighted target is $27 (+34%), with limited downside near $19.80, as trough multiples are already priced in.Key risks include missing Q4 gross margin targets and continued organic volume declines, which could shift base to bear case outcomes. JHVEPhoto/iStock Editorial via Getty Images

Energizer Holdings, Inc. (ENR) is a global manufacturer headquartered in St. Louis. It manufactures, markets and distributes majorly through two segments: Batteries and Lights ((B&L)) and Auto Care. The B&L segment constitutes roughly 73% of the sales and batteries are the

18 Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-19 03:32 23d ago
2026-07-18 22:57 24d ago
Bloom Energy vs. Constellation Energy: Which Industrials Stock Is a Better Buy in 2026?
BE Bloom Energy
FMP Stock News
Original source text
The search for reliable power in an AI-driven world has pushed Bloom Energy (BE +3.51%) and Constellation Energy (CEG +0.25%) into the spotlight, but which stock better serves your portfolio in 2026?

Bloom Energy provides on-site power through fuel cells, while Constellation Energy operates a massive fleet of nuclear plants. Both companies target the growing energy demands of data centers, yet they offer vastly different financial profiles. One is a high-growth disruptor still reaching for consistent profitability, while the other is a massive, established utility with steady cash flow.

The case for Bloom EnergyBloom Energy manufactures and installs the Bloom Energy Server, a solid oxide fuel cell platform that generates electricity on-site without combustion. The company primarily serves large-load customers in the data center and AI infrastructure sectors, including a landmark 1 GW supply agreement with American Electric Power. Customer concentration like this adds a layer of risk to the business, as it depends heavily on a few large-scale contracts.

In FY 2025, revenue reached roughly $2.0 billion, a significant jump from the $1.5 billion reported in the prior year. This represents revenue growth of approximately 37.3%. Despite the growth, the company reported a net loss of nearly $88.4 million for the period, resulting in a net margin of negative 4.4%.

As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 3.9x. This metric compares total debt to shareholder equity, suggesting the company relies more on borrowed funds than owner investment. The current ratio stands at approximately 6.0x, which measures a company's ability to cover its short-term debts with assets that can be converted to cash quickly. In the fiscal year ended 2025, the company generated free cash flow of about $57.2 million, which is the cash left over after paying for operations and equipment, often used among industrial stocks to fund further expansion.

Constellation Energy is the largest nuclear energy company in the United States and a major supplier of carbon-free electricity. Following the acquisition of Calpine, it now operates with approximately 55 GW of generation capacity and serves three-fourths of the Fortune 100. To satisfy regulators, the company is divesting roughly $5 billion in assets to LS Power while maintaining long-term agreements to provide clean power to technology hyperscalers.

In FY 2025, revenue reached approximately $25.5 billion, marking revenue growth of roughly 8.3%. The company generated a net income of nearly $2.3 billion. This resulted in a net margin of about 9.1%, which measures how much profit a company keeps from every dollar of sales after all expenses are paid.

Based on the December 2025 balance sheet, Constellation carries a debt-to-equity ratio of nearly 0.6x. This lower figure suggests the company has a conservative amount of debt relative to its equity. Its current ratio is approximately 1.5x, indicating it has enough short-term assets to meet its immediate obligations. Free cash flow for FY 2025 reached nearly $1.3 billion, providing significant capital to reinvest in its massive energy infrastructure.

Risk profile comparisonBloom Energy relies heavily on securing third-party financing, including its $25 billion framework with Brookfield, to fulfill customer orders. The company faces stiff competition from established companies like NextEra Energy (NEE 0.62%) while attempting to double its factory capacity to 2 GW by the end of 2026. Regulatory changes to government incentives or utility interconnection tariffs also pose a threat to its future demand.

Integrating the Calpine acquisition remains a complex task for Constellation Energy that could impact expected cost savings. The company must also navigate the divestiture of roughly $5 billion in assets while facing financial risks from commodity price swings. Additionally, the business carries significant liabilities related to nuclear decommissioning and the long-term storage of spent nuclear fuel.

Valuation comparisonConstellation Energy appears significantly cheaper than Bloom Energy when comparing their Forward P/E ratios, which measure stock price against future earnings estimates.

MetricBloom EnergyConstellation EnergySector BenchmarkForward P/E96.5x21.5x240.6xP/S ratio29.1x3.5xn/aSector benchmark uses the SPDR XLI sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?Artificial intelligence (AI) requires huge amounts of electricity, making infrastructure upgrades a necessity. Both of these businesses stand to benefit from these demands, but in different ways.

Nuclear power is increasingly seen as one solution to surging power needs from AI data centers. Constellation is the nation’s largest operator of nuclear power plants and provides reliable carbon-free electricity. It has long-term contracts with data centers that generate predictable revenue. Its recent acquisition of Calpine Energy adds natural gas and geothermal resources, which act as an additional energy source during times of peak usage.

Bloom Energy takes an intriguing approach. It manufactures fuel cell systems that enable customers to generate on-site power rather than relying entirely on the grid. That could become increasingly attractive as utilities struggle to meet growing demand from AI data centers. The technology has enormous potential, but at the moment it depends on a small number of customers. It also trades at a much higher valuation than Constellation.

If I were willing to take a chance on the upside potential of an emerging technology, Bloom would be an interesting pick. But right now, I would choose Constellation Energy because of its established business model and long-term contracts. This stock provides lower-risk exposure to both the energy and AI sectors.
2026-07-19 03:26 23d ago
2026-07-18 22:41 24d ago
ROSEN, LEADING INVESTOR RIGHTS COUNSEL, Encourages Peabody Energy Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - BTU
BTU Peabody Energy
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Peabody Energy Corporation (NYSE: BTU) between October 14, 2024 to May 4, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Peabody Energy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output ahead of Peabody Energy's full earnings release. In pertinent part, defendants announced that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to mining commissioning challenges (compared to previous estimates of around 700,000 tons). When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305723

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-07-19 03:08 24d ago
2026-07-18 22:29 24d ago
CALX DEADLINE: ROSEN, NATIONAL TRIAL COUNSEL, Encourages Calix, Inc. Investors to Secure Counsel Before Important July 27 Deadline in Securities Class Action - CALX
CALX Calix
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Calix, Inc. (NYSE: CALX) between January 28, 2026 and April 21, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Calix securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Calix class action, go to https://rosenlegal.com/cases/calix-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Calix's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) Calix's advanced supply of memory components was dwindling; (3) as a result, Calix was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) as a result of the foregoing, defendants' positive statements about Calix's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Calix class action, go to https://rosenlegal.com/cases/calix-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305722

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-07-19 02:05 24d ago
2026-07-18 20:48 24d ago
TSLY Investors Are Missing Tesla's Rally: How Option Income Strategy Costs You 30% in Upside
TSLA Tesla
FMP Stock News
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© 2024 Getty Images / Getty Images News via Getty Images

If you bought YieldMax TSLA Option Income Strategy ETF (NYSEARCA:TSLY) for the double-digit yield, look at your account. The distributions landed. The share price did not follow Tesla up the mountain. That gap is the hidden cost, and it is bigger than the expense ratio.

What You’re Actually Paying TSLY is a synthetic covered-call fund on Tesla. It parks cash in Treasury bills, sells call options on TSLA, and hands the option premium back to you as distributions. That works when Tesla trades sideways. It quietly punishes you when Tesla runs.

Here is the receipt. Over the past year, Tesla stock is up 31.59%. TSLY is up 34.01% on a total-return basis, which sounds fine until you widen the window. Since TSLY’s inception in November 2022, the fund is up 55.36%. Over roughly the same stretch, TSLA is up 86.21% over five years. The share price alone tells the story: TSLY closed at $26.73 on July 10, 2026, while its $17.65 starting NAV starting NAV appears preserved on a total-return basis only because distributions are re-added. Strip out the distributions, and the share price has bled.

The fund’s public expense ratio is not disclosed in the current snapshot data, but YieldMax funds in this category typically carry elevated fees relative to holding the underlying directly (0.99% management fee, verify before publishing). Compare that to holding TSLA directly at brokerage cost of zero. Over a decade, that fee drag alone could compound into a meaningful haircut, and that is before the opportunity cost stacked on top.

The Part the Factsheet Doesn’t Highlight Look under the hood. As of April 30, 2026, TSLY held roughly $877 million in Treasury bills across five CUSIPs, plus a small pile of TSLA call options. That is your “Tesla exposure”: T-bills and a synthetic overlay. The fund also carries $84.8 million in liabilities against $922 million in assets, with net derivative positions running at -7.67% of net assets. When Tesla rallies past the strike, those short calls owe money, and the NAV takes the hit.

Then there is the distribution machine. TSLY paid $13.29 per share over the trailing 12 months, but the forward annualized run rate has compressed to $3.33. In 2024, monthly checks ran between $0.40 and $1.29. In 2026, they have shrunk to weekly payments mostly between $0.26 and $0.35, with one payout at just $0.0707. A meaningful slice of these distributions in prior years arrived as return of capital, meaning the fund handed you back your own money and called it yield. That is not tax-free forever. It lowers your cost basis and defers a bill.

The Cheaper Mirror The low-cost alternative is TSLA itself. Zero management fee at most brokers, no capped upside, no synthetic overlay, no weekly 1099 complexity. If income is the goal, a barbell of short-duration Treasuries (iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV) or SPDR Bloomberg 1-3 Month T-Bill ETF (NYSEARCA:BIL), both low-cost) plus a modest direct TSLA position replicates the fund’s actual balance sheet more transparently, at a fraction of the cost, and lets you keep the upside above whatever strike TSLY happens to be shorting that week. The trade-off is clear: you give up the automatic call-writing convenience and the headline yield figure.

What This Means for You The right question is: what did I give up to get that yield? If TSLY’s distributions have been landing in your account while its share price grinds lower and Tesla stock keeps making highs, you have already paid the hidden cost. Whether the yield is worth capped upside, NAV decay, and taxable return-of-capital is a decision to make with your eyes open, not the marketing sheet.

Contact [email protected] for any questions or corrections.
2026-07-19 02:04 24d ago
2026-07-18 20:26 24d ago
ROSEN, LEADING INVESTOR COUNSEL, Encourages Microsoft Investors to Secure Counsel Before Important Deadline in Securities Class Action - MSFT
MSFT Microsoft
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the "Class Period"), of the important August 11, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305695

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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2026-07-19 01:58 24d ago
2026-07-18 21:15 24d ago
Mark Zuckerberg's Meta and Other Hyperscalers Face a Major Bottleneck. Here Are 2 Industrial Stocks That Will Benefit
CAT Caterpillar
FMP Stock News
Original source text
In October 2025, Mark Zuckerberg's Meta (META 2.79%) announced plans to build a 2-gigawatt data center. By July 2026, that data center's capacity had been upgraded to 5 gigawatts. Meta isn't the only company building huge data centers; Space Exploration Corporation (SPCX 5.41%) is leasing out AI computing power from what it calls Colossus I and Colossus II. Building these giant facilities is creating a huge tailwind for some far less technologically driven stocks, including Caterpillar (CAT +0.35%) and Eaton (ETN +0.94%).

Caterpillar's backlog is up by 79%! Caterpillar makes earth-moving equipment and provides on-site power generators. Both are important for building artificial intelligence data centers. They are massive structures, so Cat's construction equipment is in high demand. And the electricity these buildings use is an increasingly contentious issue, making on-site power that doesn't drain the grid a huge opportunity, as well. Cat is already benefiting, with revenues up 22% in the first quarter of 2026 and adjusted earnings higher by 30%.

Image source: Getty Images.

However, the really big number is Cat's backlog, which stands at a record $63 billion. That figure is up 79% compared to the first quarter of 2025. This is basically future revenue for the company. It may be a boring industrial stock, but Cat is benefiting mightily from the high-tech AI sector.

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Eaton's AI backlog is ramping up Eaton makes electrical products for power management. It sells the infrastructure that, basically, forms the foundation of an AI data center. The company's business has been benefiting for years from the shift toward electrification, but AI has been a huge new opportunity.

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For example, the company's Americas business division has seen its backlog grow by over 40% year over year, driven by demand for AI. Notably, order growth has expanded at a 60% clip. Eaton has been shedding older businesses to streamline its operations, which complicates the story somewhat. However, a strong backlog provides a fairly clear line of sight for future revenues and earnings. And given the benefits it is seeing from AI demand, Eaton looks well-positioned for future success.

There's one problem to consider Wall Street is so focused on AI today that companies like Caterpillar and Eaton aren't flying under the radar. Cat's price-to-earnings ratio is a lofty 45x, while Eaton's is 38x. Value investors won't be interested. Still, the race to build AI data centers doesn't look anywhere near over, so the good news could easily keep going for these industrial giants. If you think AI will continue to grow, you may want to take a deeper look at each one.
2026-07-19 01:58 24d ago
2026-07-18 21:17 24d ago
Macy's: Successful Turnaround And Solid Macro Support Further Upside
M Macy's
FMP Stock News
Original source text
5.59K Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-19 01:53 24d ago
2026-07-18 20:00 24d ago
Prediction: Lemonade Stock Will Reach $100 in 2027. Here's Why.
LMND Lemonade
FMP Stock News
Original source text
Lemonade (LMND +4.35%) stock isn't having a great year. The insurance technology company's stock is down 7% year-to-date after skyrocketing 341% between 2024 and 2025.

But I think it could reach $100 next year, implying a 40% increase from today's price. Here's why.

A different kind of insurance company When Lemonade opened its virtual doors just about a decade ago, it set out to create a different kind of insurance company. The two main ways it differentiates itself are its digital foundation and its status as a certified B-Corp, which means it has a social mission. It allows customers to donate some of their funds to nonprofits through its "giveback" program.

Image source: The Motley Fool.

That attracts a certain kind of customer, but these days it's a tech-first, artificial intelligence-driven business attracting hundreds of thousands of new users who are just looking for a better insurance experience.

Growth has been phenomenal over the 10 years Lemonade has been in business, and it's recently been accelerating. The 2026 first quarter was the 10th consecutive quarter of accelerating in-force premium (IFP), which measures the amount of policy premium "in force" at a given time and is the standard top-line metric for insurance companies. It increased 32% year over year in the first quarter. Revenue is growing even faster, up 71% in the quarter.

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The company added almost 600,000 new customers over the trailing 12 months, a 23% increase, to 3.1 million in the first quarter, and premium per customer was up 7% to $424, implying that its cross-sell strategy is working.

What will change in 2027? Since Lemonade has gotten its loss ratio under control, the stock has soared. Its next big goal is to become profitable, and it's getting closer. Management is guiding to adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) turning positive by the end of this year and net income turning positive next year.

If it can reach those goals, the stock is likely to reflect that, and it can continue to rise without becoming more expensive. Right now, Lemonade stock trades at 6.8 times trailing-12-month sales. If sales continue to grow at current rates, Lemonade stock can gain 70% without becoming more expensive. If it becomes profitable while maintaining high growth rates, it should easily surpass $100 next year.
2026-07-19 01:48 24d ago
2026-07-18 21:24 24d ago
Illinois Tool Works: Growth Continues, But I'd Hesitate To Buy Here
ITW Illinois Tool Works
FMP Stock News
Original source text
Illinois Tool Works remains a quality operator but is currently rated 'hold' due to valuation at the higher end of fair value. Recent revenue growth has been driven primarily by foreign currency gains, masking organic sales declines across several segments. Management guides for 2026 revenue of $16.3–$16.6 billion and net profit growth, but organic demand remains soft in key end markets.
2026-07-19 01:46 24d ago
2026-07-18 20:30 24d ago
Chubb Trades at Just 12 Times Earnings, Well Below the Broader Market. Is One of the World's Biggest Insurers a Bargain?
CB Chubb
FMP Stock News
Original source text
Chubb (CB +2.46%), the world's largest publicly traded provider of property, supplemental health, and casualty insurance, is a reliable blue chip stock. It's based in Switzerland, and it does business across 54 countries and territories. The current version of the company was created in 2016 after ACE Limited acquired the original Chubb and inherited its brand.

Chubb's stock has rallied 172% over the past ten years. With reinvested dividends, it delivered a total return of 226%. But at $352, it trades at just 12 times trailing earnings, compared to the S&P 500's historically high multiple of 32. It also pays a forward yield of 1.2%. So is it an undervalued, defensive stock to buy today?

Image source: Getty Images.

How fast is Chubb growing? From 2016 to 2025, Chubb's revenue and EPS grew at CAGRs of 7% and 13%, respectively. That growth was initially driven by ACE's takeover of Chubb, which instantly made it a powerhouse in the property and casualty insurance market.

Chubb dominated the high-net-worth insurance market in the U.S., expanded in Asia, replaced its legacy systems with newer technology platforms, and reduced its exposure to weaker businesses rather than taking on bad risk. Its fixed-income portfolio also benefited from higher interest rates.

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From 2025 to 2028, analysts expect Chubb's revenue and EPS to grow at CAGRs of 5% and 7%, respectively. That growth should be driven by the expansion of its middle-market and small commercial accounts to curb its dependence on the softer corporate property market, its deeper push into life insurance across Asia, automated underwriting services, agentic AI upgrades, and the "rolling" of its older, lower-rate fixed income investments into newer, higher-yielding ones.

Chubb also recently raised its dividend for the 33 consecutive year and authorized a new $7.5 billion buyback (equivalent to 5.5% of its current market cap). Those confident moves suggest its core businesses will continue to generate plenty of excess cash for the foreseeable future.

Is it the right time to buy Chubb's stock? Chubb's scale, diversification, and tech-driven upgrades make it a smart stock to buy today. It has a wide moat and is well insulated from macro headwinds because its customers generally won't cancel their insurance policies to save a few dollars.

While Chubb isn't a high-growth play, it's a stable one that should generate reliable returns. That's probably why Berkshire Hathaway significantly increased its position in Chubb over the past three years, and why it still looks like a screaming bargain at these levels.
2026-07-19 00:45 24d ago
2026-07-18 20:10 24d ago
ROSEN, RECOGNIZED INVESTOR COUNSEL, Encourages Verra Mobility Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - VRRM
VRRM Verra Mobility
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the "Class Period"), of the important August 4, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra's relationship with Avis Budget Group ("Avis"), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305700

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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2026-07-19 00:37 24d ago
2026-07-18 20:19 24d ago
Teradyne: You're Not Thinking About 2027
TER Teradyne
FMP Stock News
Original source text
5.52K Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-18 23:39 24d ago
2026-07-18 17:23 24d ago
Netflix Stock's Last Decade Was Spectacular. But What Will the Next Decade Look Like?
NFLX Netflix
FMP Stock News
Original source text
On July 18, 2016 (about ten years ago to the day), Netflix (NFLX 6.90%) shares closed at a split-adjusted $9.88. A $10,000 investment at that price would have bought about 1,010 shares, and with the stock at about $68 as of this writing, that stake would be worth about $68,500 today. That works out to a compound annual return of about 21%. The same $10,000 in the S&P 500 (^GSPC 1.01%) would have grown to roughly $35,000, before dividends.

That return wasn't earned comfortably, though. Holding meant sitting through some ugly weeks, including that very one: the day after Netflix's second-quarter 2016 report showed subscriber growth coming in well below the company's own forecast, shares sank 13%.

Anyone who bought into that plunge did even better, turning $10,000 into nearly $79,000.

And just a few days ago (almost exactly ten years later), Netflix fell hard after a second-quarter report once again. Shares dropped about 9% in after-hours trading as the streaming giant's forecast pointed to slower growth ahead.

The harder call, I think, is whether Netflix can keep compounding from here. Its latest report offers some clues.

Image source: Netflix.

Slowing growth Today's Netflix would be nearly unrecognizable to a 2016 shareholder. The company now generates more revenue in a single quarter ($12.6 billion in Q2) than the $8.8 billion it produced in all of 2016.

The second quarter itself was solid. Revenue rose 13% year over year, in line with management's guidance, with double-digit growth in every region. Earnings per share rose 11% year over year to $0.80. And Netflix's operating margin was 33.4%, down slightly from 34.1% in the year-ago quarter because the company's content amortization is growing faster in the first half of the year. For the full year, management still expects an operating margin of 31.5%, up from 29.5% in 2025.

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Also worth noting: Engagement looks healthy. Members watched more than 97 billion hours of content in the first half of 2026, the company's highest half-year total to date.

The problem is the trajectory. Netflix's year-over-year revenue growth rate has decelerated every quarter this year, from 17.6% in the fourth quarter of 2025 to 16.2% in Q1, 13.4% in Q2, and a forecast of just 11.7% for Q3. Management also narrowed its full-year revenue outlook to $51.0 billion to $51.4 billion, representing 13% to 14% growth.

Growth like that is hardly a crisis. But the hypergrowth that powered the stock's 21% annualized return over the past decade is downshifting.

The case for the next decade Netflix isn't out of growth levers, though.

The most important is advertising. Management said it remains on track to roughly double its advertising revenue this year, to approximately $3 billion -- about 6% of expected 2026 revenue. The company also said its U.S. upfront negotiations are in advanced stages, helped by strong advertiser interest in its live events lineup.

Live programming may be Netflix's most efficient way to win new members. The company expects live events to account for just over 5% of its content spend this year but only about 1% of viewing hours. Yet live programming has accounted for six of its top 10 new-member sign-up days over the past five years. An expanded NFL agreement, including a week-one game this quarter and games on Thanksgiving Eve and Christmas, builds on that approach.

And shareholders are getting paid along the way. Netflix repurchased $4.7 billion of its own stock in Q2, its largest quarter of share repurchases ever, and it still has $27.1 billion left on its repurchase authorizations.

Then there's the valuation. After Thursday's after-hours drop, shares trade at about 21 times forward earnings and sit about 47% below their 52-week high of $127.75. For years, the problem with Netflix stock was a valuation that demanded hypergrowth. Today's price asks for much less.

So, would I put $10,000 into Netflix stock today? Not yet.

A multiple of about 21 times forward earnings is arguably fair for a company growing revenue 13% to 14% with an expanding operating margin. But the growth rate is still stepping down quarter by quarter, and I'd like to see where it settles before buying. Of course, if the deceleration levels off, or if the advertising business scales faster than expected, I could change my mind.

The past decade turned $10,000 into about $68,500. The next one starts from a much bigger base, with a slower engine. So investors should keep their expectations in check.
2026-07-18 23:37 24d ago
2026-07-18 18:16 24d ago
Rosen Law Firm Encourages BlackRock, Inc. Mutual Fund Investors to Inquire About Securities Class Action Investigation
BLK BlackRock
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of investors in BlackRock, Inc. mutual funds, resulting from allegations that BlackRock may have issued materially misleading business information to the investing public. So What: If you purchased BlackRock mutual funds you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. T.
2026-07-18 23:36 24d ago
2026-07-18 18:55 24d ago
A PayPal Vice President Sold Nearly 4,000 Company Shares. Here's What That Means for Investors.
PYPL PayPal
FMP Stock News
Original source text
Aaron Webster, Executive Vice President and Global Chief Risk Officer at PayPal Holdings, Inc. (PYPL 0.24%), disposed of 3,883 shares on July 15, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueShares sold3,883Transaction value~$183,938Post-transaction shares (directly held)63,256Post-transaction value$3.5 millionTransaction value based on SEC Form 4 weighted average sale price ($47.37); post-transaction value based on July 15, 2026 market close ($55.52).

Key questionsWhat was the primary driver for this transaction?
The disposition of shares was a non-discretionary action taken to cover tax liabilities resulting from the vesting of equity awards, specifically, restricted stock units (RSUs). This automatic process is part of the executive's compensation agreement and does not reflect a discretionary change in investment stance regarding the company.How much equity does the insider retain following this disposal?
Aaron Webster retains a direct stake of 63,256 shares, representing 0.0072% of the company's outstanding equity. He also possesses 25,566 RSUs, indicating his total beneficial ownership provides continued alignment with shareholder interests.What is the context of the underlying equity awards?
The shares were part of a restricted stock unit grant that follows a three-year vesting schedule. Following the initial one-year cliff, the awards vest in quarterly installments, indicating that similar tax-related dispositions are likely to occur at regular intervals as further tranches vest.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$55.52Market Capitalization$50.0 billionRevenue (TTM)$33.7 billionNet Income (TTM)$5.1 billionCompany SnapshotPayPal Holdings, Inc. operates a comprehensive digital payments platform offering services through multiple brands including PayPal, Venmo, Braintree, Xoom, Zettle, Hyperwallet, Honey, and Paidy, enabling consumers and merchants to conduct financial transactions across approximately 200 markets in roughly 100 currencies.The company generates revenue through transaction fees, merchant services, consumer financial products including PayPal Credit, and value-added services such as point-of-sale solutions and foreign exchange services across its diversified brand portfolio.PayPal serves a global customer base comprising individual consumers, small-to-medium enterprises, and large merchants seeking digital payment solutions, with particular strength in cross-border remittance services and consumer-to-consumer money transfer capabilities.PayPal Holdings operates as a leading global digital payments infrastructure provider with substantial scale, evidenced by its $33.7 billion TTM revenue base and $50 billion market capitalization. The company maintains a competitive advantage through its extensive multi-brand ecosystem, established merchant relationships, and technological platform that facilitates transactions across diverse geographies and currencies.

With 23,800 employees, PayPal continues to expand its service offerings while navigating the evolving digital payments landscape characterized by increased competition and regulatory scrutiny.

What this transaction means for investorsThe July 15 sale of PayPal stock by Aaron Webster is not a cause for investor concern. The transaction was made to fulfill tax withholding obligations as a result of the vesting of RSUs.

Webster’s disposition happened to coincide with news reports that PayPal received a buyout offer from competitor Stripe, which partnered with a private equity firm to acquire the company.  The proposal is for $60.50 per share.

PayPal stock fell on hard times, dropping to a 52-week low of $38.46 in February and struggled to recover since, that is, until Stripe’s offer. The digital payments veteran has not met Wall Street’s expectations in the midst of fierce competition, leading to share price declines. It posted first-quarter sales growth of 7% year over year to $8.4 billion.

However, a new CEO, Enrique Lores, took over in March to help boost PayPal’s performance. He quickly reorganized the company and made leadership changes. Now, Stripe’s proposal adds a new twist to PaPal’s turnaround story.

Robert Izquierdo has positions in PayPal. The Motley Fool has positions in and recommends PayPal. The Motley Fool recommends the following options: short September 2026 $47.50 calls on PayPal. The Motley Fool has a disclosure policy.
2026-07-18 23:28 24d ago
2026-07-18 17:21 24d ago
Why Intuitive Surgical Stock Dropped This Week
ISRG Intuitive Surgical
FMP Stock News
Original source text
Shares of Intuitive Surgical (ISRG 14.22%) fell this past week on concerns that the robotic surgery leader's growth is slowing.

Image source: Intuitive Surgical.

Solid Q2 results Intuitive saw a 16% year-over-year rise in worldwide procedures in the second quarter. Procedures with its da Vinci robotic surgical platform rose 15%, while procedures with its Ion robotic-assisted platform for minimally invasive lung biopsies surged 36%.

Intuitive placed 468 da Vinci and 55 Ion systems during the quarter. That contributed to a 12% increase in Intuitive's da Vinci installed base to 11,710 systems and a 21% jump in its Ion installed base to 1,096 systems.

In all, Intuitive's revenue climbed 19% to $2.9 billion, driven by higher system leasing fees and sales of instruments and accessories.

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The robotic technology pioneer's adjusted net income, in turn, grew 25% to $1 billion, or $2.80 per share. That topped Wall Street's estimates, which had called for per-share profits of $2.50.

Intuitive's outlook indicates a slower pace of expansion Yet investors appeared to focus more on Intuitive's guidance for the second half of 2026.

Management sees worldwide da Vinci procedure growth at the midpoint of its previously issued range of 13.5% to 15.5%. By besting expectations in the second quarter and not raising its full-year guidance, Intuitive is essentially forecasting slower growth for the rest of the year.

Wall Street responded with multiple price target cuts for Intuitive's stock, and many investors decided to sell their shares.

Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Surgical. The Motley Fool recommends the following options: long January 2028 $520 calls on Intuitive Surgical and short January 2028 $530 calls on Intuitive Surgical. The Motley Fool has a disclosure policy.
2026-07-18 23:16 24d ago
2026-07-18 18:35 24d ago
LUCID DEADLINE: ROSEN, NATIONAL INVESTOR COUNSEL, Encourages Lucid Group, Inc. Investors to Secure Counsel Before Important July 28 Deadline in Securities Class Action - LCID
LCID Lucid Group
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Lucid securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305696

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-07-18 23:14 24d ago
2026-07-18 18:57 24d ago
ZOETIS DEADLINE: ROSEN, LEADING INVESTOR COUNSEL, Encourages Zoetis Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - ZTS
ZTS Zoetis
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Zoetis securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305692

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-07-18 22:50 24d ago
2026-07-18 17:48 24d ago
ROSEN, A RANKED AND LEADING LAW FIRM, Encourages Hub Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - HUBG
HUBG Hub Group
FMP Stock News
Original source text
NEW YORK, July 18, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the “Class Period”), of the important August 28, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Hub Group securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that Hub Group’s financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements—caused by the premature and incorrect recognition of certain transactions—concerning, inter alia, Hub Group’s operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group’s financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements—caused by the understatement of purchased transportation costs and accounts payable —concerning, inter alia, Hub Group’s operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com
2026-07-18 22:50 24d ago
2026-07-18 18:30 24d ago
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages Hub Group, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - HUBG
HUBG Hub Group
FMP Stock News
Original source text
New York, New York--(Newsfile Corp. - July 18, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"), of the important August 28, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Hub Group securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements-caused by the premature and incorrect recognition of certain transactions-concerning, inter alia, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements-caused by the understatement of purchased transportation costs and accounts payable -concerning, inter alia, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305701

Source: The Rosen Law Firm PA

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us
2026-07-18 22:28 24d ago
2026-07-18 16:31 24d ago
Quanta Services: Buy The Bottleneck Between AI And Energized Power
PWR Quanta Services
FMP Stock News
Original source text
Quanta Services is evolving from a construction contractor to a capacity brokerage firm, uniquely positioned across critical-path power delivery elements. PWR's integrated platform, in-house labor, and transformer capacity expansion underpin its ability to capture long-duration, high-value infrastructure projects amid industry constraints. 2026 guidance implies 22.7% revenue and 29.3% adjusted EPS growth, but valuation reflects a significant scarcity premium with a forward EV/EBITDA of 28.3x.
2026-07-18 22:25 24d ago
2026-07-18 15:33 24d ago
AeroVironment CEO Wahid Nawabi Sells 5,246 Shares for Tax Withholding. What Investors Need to Know.
AVAV AeroVironment
FMP Stock News
Original source text
Wahid Nawabi, Chair, President and CEO of AeroVironment, Inc. (AVAV 4.75%), disposed of 5,246 shares of common stock on July 10, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$758,500Shares sold5,246Post-transaction shares (directly held)~162,200Post-transaction value$23.45 millionTransaction value based on SEC Form 4 weighted average sale price ($144.58); post-transaction value based on July 10, 2026, market close ($144.58).

Key questionsWhat triggered this stock disposition?
The sale was non-discretionary and was carried out solely to meet tax withholding requirements triggered by the vesting of previously granted restricted stock awards. This is a routine procedural event and does not represent a voluntary market sale or a change in the CEO's outlook on the company.What is the executive's current equity position in the company?
Following the tax settlement, Wahid Nawabi maintains direct ownership of ~162,200 shares. This remaining stake represents approximately 0.32% of the company's total outstanding shares and reflects a concentrated personal investment in the firm.What is the significance of the underlying vesting event?
The vesting of these restricted stock awards indicates the fulfillment of specific service or performance milestones within the company's equity incentive framework. While a portion of the vested shares was sold to cover mandatory taxes, the transaction ultimately supports the executive's long-term alignment with shareholders by increasing his total vested equity base.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$142.20Market Capitalization$7.3 billionRevenue (TTM)$2.0 billionNet Income (TTM)-$265.1 millionCompany SnapshotAeroVironment develops, produces, and delivers a comprehensive portfolio of robotic systems and unmanned aircraft platforms, including Unmanned Aircraft Systems (UAS), Tactical Missile Systems (TMS), Medium Unmanned Aircraft Systems (MUAS), and High Altitude Pseudo-Satellite Systems (HAPS), generating revenue through both product sales and ongoing support services.The company operates on a defense-oriented business model, providing specialized robotic and autonomous systems to governmental agencies and commercial entities, with revenue derived from product development, manufacturing, system integration, and long-term customer support contracts.AeroVironment's primary customer base consists of U.S. government agencies and international defense departments, supplemented by commercial clients seeking advanced unmanned systems for surveillance, reconnaissance, and tactical applications.AeroVironment is a leading provider of unmanned systems and robotic platforms serving the aerospace and defense sector, with a market capitalization of $7.3 billion and TTM revenues of $2.0 billion. The company maintains a diversified product portfolio across multiple unmanned platform categories, positioning itself as a critical supplier to government and commercial customers requiring advanced autonomous and remote-operated systems. Despite current operational losses, AeroVironment's strategic focus on high-growth defense markets and emerging autonomous technologies underscores its competitive positioning within the industrial aerospace and defense landscape.

What this transaction means for investorsNawabi’s sales are merely done to cover his tax withholdings from his restricted stock units, so the sale itself is nothing for investors to worry about. As for AVAV stock itself, its 50% share price plunge over the last year probably seems a bit more worrying.

However, I don’t believe we are anywhere near needing to panic over things just yet. Rather, I’d argue that AeroVironment’s valuation probably got a bit out over its skis in the last couple of years and is now potentially attractively priced, with its price-to-sales ratio of 3.5 near its 10-year lows. The company grew sales by 40% in its latest quarter, saw its funded backlog grow by 82% in 2025, and expects revenue to grow between 15% and 20% through 2030.

With the U.S. government leaning into drones and similar UAS solutions for defense, I don’t believe this growth is temporary by any means -- but anything is possible when dealing with the government. As AeroVironment transforms from simply a drone/UAS maker into a fully integrated defense platform following the acquisition of Blue Halo and its space operations and software foundation layer, AVAV will remain on my shortlist and is likely to grow from a starter position into a full holding.

Josh Kohn-Lindquist has positions in AeroVironment. The Motley Fool has positions in and recommends AeroVironment. The Motley Fool has a disclosure policy.
2026-07-18 22:22 24d ago
2026-07-18 17:36 24d ago
3 AI Stocks That Can Outperform Nvidia Next Year
MPWR Monolithic Power Systems
FMP Stock News
Original source text
Nvidia went on an incredible run to become the world's most valuable publicly traded company, but its 11% year-to-date return looks pedestrian compared to some of the other AI stocks that have been capturing headlines in recent months.

The three growth stocks on this list all have exposure to the AI infrastructure build-out, and they've all outgained Nvidia so far this year. They also look well positioned to extend their rallies and outperform it in 2027.

Image source: Getty Images.

1. Monolithic Power Systems Monolithic Power Systems (MPWR +0.49%) produces power management systems that enable data centers to maintain continuous uptime without overloading AI chips. Power management systems work hand in hand with liquid-cooling solutions to keep chips and servers cool.

Today's Change

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$

1,312.00

The stock has rallied by more than 40% year to date as AI data centers' demand for the company's products has grown. Monolithic Power Systems' revenue increased by 26.1% year over year in the first quarter, and net income grew at a slightly faster rate.

While the company lists six business segments in its earnings results, two of them are doing most of the heavy lifting. Enterprise data is the main one. It accounted for about one-third of total sales, and it nearly doubled year over year. This part of the business addresses power management and integrated solutions for AI chips and servers.

The communications segment is the other big one. This part of the business focuses on telecom infrastructure, satellite systems, and networking equipment. Its top line was up by 55.5% year over year, and up 33.1% sequentially, thanks to AI tailwinds. It makes up 14% of total sales.

As these two hypergrowth parts of the business gain market share, Monolithic Power Systems should experience accelerating revenue growth. That should position the stock to outperform Nvidia again in 2027.

2. Astera Labs Astera Labs (ALAB 5.04%) creates rack-scale connectivity hardware and software for AI servers. Many hyperscalers are turning to the company for connectivity solutions that enable faster data transmission between AI chips and server clusters.

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Its revenue growth rates should prompt investors to give it a closer look. Sales almost doubled year over year in its first quarter, and its 14% sequential growth rate shows solid momentum. Double-digit percentage sequential revenue growth rates have become more common in the AI hardware space; for example, such a trend preceded Micron's incredible share price run.

Management's guidance is already pointing to meaningful growth from here. The $360 million midpoint of the guidance range for Q2 revenue implies 16.7% sequential growth. However, if recent history is any indicator, the actual growth rate may be closer to 20%. Astera Labs told investors to only expect up to $297 million in Q1 revenue, and yet it delivered $308.4 million.

Although the stock has almost doubled this year, it's also down by roughly 33% from its peak over the past few weeks, which presents a good buy-the-dip opportunity.

3. Cadence Design Systems Cadence Design Systems (CDNS 9.15%) is off to a slower start than the other AI stocks on this list. It's up by almost 20% this year, driven by wins in electronic design automation software and hardware among chipmakers. These solutions enable companies like Nvidia and Advanced Micro Devices to test and build semiconductors before sending their designs to the third-party foundries that manufacture them.

Its growth rates are more moderate than the other two picks, but it sports a record $8 billion backlog. Cadence Design Systems also told investors to expect 17% revenue growth for 2026.

Agentic AI is set to be a major tailwind for the company. Its technology makes it easier to design advanced AI chips that can handle more rigorous workloads than those currently in data centers. That makes it a key checkpoint for AI chips, and that market can support revenue growth and profit margin expansion, which in turn would make the stock more attractive.
2026-07-18 22:21 24d ago
2026-07-18 17:40 24d ago
ROSEN, TRUSTED INVESTOR COUNSEL, Encourages Verra Mobility Corporation Investors to Secure Counsel Before Important Deadline in Securities Class Action - VRRM
VRRM Verra Mobility
FMP Stock News
Original source text
NEW YORK, July 18, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”), of the important August 4, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra’s relationship with Avis Budget Group (“Avis”), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
        New York, NY 10016
        Tel: (212) 686-1060
        Toll Free: (866) 767-3653
        Fax: (212) 202-3827
        [email protected]
        www.rosenlegal.com
2026-07-18 21:58 24d ago
2026-07-18 15:45 24d ago
Watch Out, Eli Lilly and Novo Nordisk: Viking Therapeutics Just Started Testing a Weight Loss Drug That Goes Beyond GLP-1
VKTX Viking Therapeutics
FMP Stock News
Original source text
The human appetite has more than one off switch, and drugmakers like Eli Lilly (LLY +0.76%) and Novo Nordisk (NVO 2.25%) are doing their darndest to identify and develop a medicine to target every single one.

On June 24, Viking Therapeutics (VKTX +1.95%) announced a phase 1 trial for one of its candidates that's attempting to flip one of those as-yet unmedicated appetite switches. That marks its first obesity candidate working outside the incretin pathway that includes GLP-1, or glucagon-like peptide-1, the hormone behind Ozempic and Wegovy and one of two hormones behind Zepbound and Mounjaro.

Let's take a look at this program and determine whether it's really going to be a threat to Novo Nordisk and Eli Lilly.

Image source: Getty Images.

This hormone is already a hot target Amylin is a hormone produced in the pancreas that is released with insulin after a meal, activating receptors in the brain stem that promote the feeling of fullness, and also slowing stomach emptying. That pathway is adjacent to the one that the GLP-1 medicines use, so it could technically be targeted by a combination therapy affecting both.

VK3019, Viking's new candidate, is a dual amylin and calcitonin receptor agonist. Additionally targeting calcitonin activation is meant to yield metabolic effects amylin alone does not; preclinical animal model data showed that the combination led to up to 8% weight reduction against controls.

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The new phase 1 trial, announced on June 24, is being conducted in adults with a body mass index of 30 or above, and the candidate is formulated as an injection. If Viking's dual targets work as desired, the company could be on the way to producing a leading next-generation weight loss candidate -- but its bigger competitors are way ahead of it.

Eli Lilly reported phase 2 results for eloralintide, an amylin receptor agonist, in November 2025; across dosing arms, patients experienced mean weight reductions of 9.5% to 20.1% after 48 weeks, against a loss of 0.4% with placebo. Phase 3 is already in progress.

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Novo Nordisk has gone even further. Its candidate cagrilintide produced 11.8% weight loss against 2.3% for placebo over a 68-week period; its phase 3 program began in late 2025. A combination drug program called CagriSema, which contains cagrilintide plus semaglutide (the active ingredient of Ozempic and Wegovy), was submitted to the U.S. Food and Drug Administration (FDA) in December, with review expected this year.

The combination approach is popular, too So Viking Therapeutics won't be the first to market with its amylin program, even if its clinical trials go swimmingly.

But Viking already owns VK2735, a dual agonist of the GLP-1 and glucose-dependent insulinotropic polypeptide (GIP) receptors that's in phase 3 trials. Pairing it with an amylin candidate like VK3019 could deliver the results that would keep the company relevant in the next round of the competition in weight loss drugs. And, as a pre-revenue biotech, it wouldn't even need to win that much of the market for its shares to see meaningful gains.

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The catch is that Lilly is already running that exact play. A phase 1 study of eloralintide administered with tirzepatide (Mounjaro, Zepbound) has completed, and a phase 3 trial adding eloralintide to a weekly incretin is enrolling now. Viking is thus trying to assemble what both incumbents built years ago.

That means VK3019 is going to need to be substantially more effective or more pleasant to take if the biotech is going to secure a large share of the market. It's certainly possible -- but it's very risky to bet on it.
2026-07-18 21:56 24d ago
2026-07-18 10:28 24d ago
See How Trump's Truth Social Posts Move Stocks
DJT Trump Media & Technology Group
FMP Stock News
Original source text
Milliseconds matter on Wall Street, and Truth Social wants to charge traders to get faster access to the president's posts.
2026-07-18 21:27 24d ago
2026-07-18 11:40 24d ago
Bitmine Immersion Technologies (BMNR) pubblica il messaggio di luglio del Presidente: "ETH è la cura per la 'Valle perturbante della ricchezza'"
BMNR Bitmine Immersion Technologies
FMP Stock News
Original source text
Bitmine possiede il 4,8% dell'offerta totale di ETH pari a 120,7 milioni

Bitmine ha raggiunto il 96% dell'obiettivo "Alchemy of 5%" in soli 12 mesi

Bitmine è stata aggiunta all'indice Russell 1000 Large-cap il 26 giugno 2026

Le azioni privilegiate di Serie A di Bitmine saranno negoziate sul NYSE con il simbolo BMNP

Bitmine continua a essere sostenuta da un gruppo di investitori istituzionali di primario livello, tra cui ARK di Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital e l'investitore privato Thomas "Tom" Lee a sostegno dell'obiettivo di Bitmine di acquisire il 5% di ETH

, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" o la "Società"), una società Bitcoin ed Ethereum specializzata nell'accumulo di criptovalute per investimenti a lungo termine, ha pubblicato oggi il messaggio di luglio del Presidente dal titolo "ETH è la cura per la 'Valle perturbante della ricchezza'"

The Uncanny Valley

The "Uncanny Valley of Wealth" Questo messaggio del Presidente spiega la convinzione dell'azienda, secondo cui Ethereum rappresenta un'interfaccia fondamentale per proteggere gli esseri umani dagli effetti causati dalle crescenti capacità dell'IA e dalla conseguente, maggiore influenza economica.

La "Valle perturbante della ricchezza" è il concetto che, in ultima analisi, gli esseri umani diverranno inquieti per il crescente potere economico e sociale di un'economia sempre più alimentata dall'IA agentica e, in breve tempo, dalle interazioni macchina-macchina.  Ciò rappresenta una variante del roboticista giapponese Masahiro Mori, che nel 1970 pubblicò il saggio "La valle perturbante" (*Uncanny Valley*). La sua ipotesi illustra la sensazione inquietante che le persone provano spesso, quando si imbattono in qualcosa dall'apparenza quasi umana. Nel 2026, il settore delle criptovalute ha dovuto affrontare difficoltà di natura macroeconomica, tra cui i mercati obbligazionari che hanno "prezzato" una svolta "hawkish" da parte delle banche centrali globali, i lenti progressi del Clarity Act, la sovraperformance dell'IA (alias FOMO, ovvero la paura di essere tagliati fuori) e la sottoperformance del comparto finanziario. Nel corso del 2026, pensiamo che molte di queste difficoltà possano diventare condizioni favorevoli. Sebbene molti attribuiscano la situazione solo al cosiddetto "inverno delle criptovalute", il 2026 ha registrato significativi progressi importanti, tra cui l'annuncio della tokenizzazione degli asset da parte di molte banche e il lancio di nuove soluzioni Layer 2 (L2) su Ethereum, quali la Robinhood Chain. Ciò è in contrapposizione con gli inverni delle criptovalute del 2018 e del 2022, quando difficoltà di tipo normativo e il collasso di istituzioni crittografiche determinarono tali flessioni. Il Presidente pensa che Ethereum sia ben posizionato per trarre vantaggio da due fattori di crescita esponenziale, ossia la creazione di infrastrutture blockchain da parte di Wall Street e l'IA agentica (come discusso precedentemente). Il Presidente spiega anche in che modo Bitmine si stia posizionando strategicamente in vista dei fattori fondamentali del prossimo ciclo di rialzo delle criptovalute, dando supporto a partner infrastrutturali importanti e consolidando l'ecosistema Ethereum. Il messaggio del Presidente è disponibile qui:
https://www.Bitminetech.io/chairmans-message

La presentazione degli utili dell'intero esercizio 2025 e la presentazione aziendale sono disponibili qui: https://Bitminetech.io/investor-relations/ 

Per tutti gli aggiornamenti, è possibile registrarsi all'indirizzo: https://Bitminetech.io/contact-us/ 

Informazioni su Bitmine
Bitmine (NYSE: BMNR) è un miner di Bitcoin con attività negli Stati Uniti. La società sta utilizzando il proprio capitale in eccesso per diventare la principale società di tesoreria di Ethereum al mondo, implementando un'innovativa strategia di asset digitali per investitori istituzionali e operatori del mercato pubblico. Guidata dalla sua filosofia della "alchimia del 5%", la Società è impegnata a utilizzare ETH come principale asset di riserva di tesoreria, sfruttando attività native a livello di protocollo, tra cui lo staking e i meccanismi di finanza decentralizzata. Nel 2026, la società ha lanciato MAVAN (Made-in America VAlidator Network), un'infrastruttura di staking dedicata per gli asset Bitmine.

Per ulteriori dettagli, seguiteci su X:
https://x.com/bitmnr
https://x.com/fundstrat

Dichiarazioni previsionali
Il presente comunicato stampa contiene dichiarazioni che costituiscono "dichiarazioni previsionali" ai sensi del Private Securities Litigation Reform Act del 1995. Le dichiarazioni contenute nel presente comunicato stampa che non sono puramente storiche sono dichiarazioni previsionali che comportano rischi e incertezze. Queste dichiarazioni previsionali possono essere identificate da termini quali "prevede", "progetta", "progettato", "intende", "crede", "anticipa", "stima" ed espressioni simili. Il presente documento contiene dichiarazioni previsionali che riguardano, in particolare: (i) gli obiettivi della Società in merito all'acquisizione di ETH, tra cui l'iniziativa "Alchemy of 5%" e la previsione, secondo cui Bitmine raggiungerà tale obiettivo nel 2026; (ii) le convinzioni e le aspettative della Società sul mercato delle criptovalute, inclusa la convinzione, secondo cui le difficoltà macroeconomiche affrontate dal settore nel 2026 possano diventare condizioni favorevoli; (iii) la convinzione della Società, secondo cui Ethereum rappresenta un'interfaccia fondamentale per proteggere l'essere umano dagli effetti causati dalle crescenti capacità dell'IA, tra cui la tesi della "Valle perturbante della ricchezza" riguardo al crescente potere economico e sociale di un'economia sempre più alimentata dall'IA agentica; (iv) la convinzione del Presidente, secondo cui Ethereum è ben posizionata per trarre vantaggio da due fattori di crescita esponenziale, ossia la creazione di infrastrutture blockchain da parte di Wall Street e l'adozione dell'IA agentica; (v) la convinzione della Società riguardo al posizionamento di Bitmine rispetto ai principali fattori trainanti del prossimo ciclo di rialzo delle criptovalute, tra cui il supporto a partner infrastrutturali fondamentali e il consolidamento dell'ecosistema Ethereum; e (vi) la crescita e il progresso futuri della strategia di tesoreria Ethereum della Società. Nel valutare tali dichiarazioni previsionali, si dovrebbero tener presenti diversi fattori, tra cui: la capacità di Bitmine di tenere il passo con le nuove tecnologie e le mutevoli esigenze del mercato; la capacità di Bitmine di finanziare la propria attività attuale, le operazioni di tesoreria di Ethereum e le attività future proposte; il contesto competitivo in cui opera Bitmine; le condizioni di mercato che influenzano il prezzo di negoziazione delle azioni ordinarie e delle azioni privilegiate di Serie A della Società; gli sviluppi normativi che riguardano gli asset digitali, tra cui l'emanazione e l'attuazione definitiva del GENIUS Act e di altra legislazione in corso di approvazione e di altre iniziative SEC; la volatilità e l'imprevedibilità dei prezzi degli asset digitali; le prestazioni, l'affidabilità e la sicurezza delle operazioni di staking della Società; i rischi riguardanti i sistemi di IA e il relativo impatto sui mercati delle criptovalute; e il valore futuro di Bitcoin ed Ethereum. Le dichiarazioni previsionali non sono garanzie di prestazioni future e i risultati futuri effettivi possono differire e spesso differiscono materialmente da quelli espressi in tali dichiarazioni. Le dichiarazioni previsionali sono soggette a numerose condizioni, molte delle quali esulano dal controllo di Bitmine, comprese quelle indicate nella sezione "Fattori di rischio" del modulo 10-K di Bitmine depositato presso la SEC il 21 novembre 2025, nonché in tutti gli altri documenti depositati presso la SEC, modificati o aggiornati di volta in volta. Le copie dei documenti depositati da Bitmine presso la SEC sono disponibili sul sito web della SEC all'indirizzo www.sec.gov. Bitmine non si assume alcun obbligo di aggiornare le presenti dichiarazioni in caso di revisioni o modifiche successive alla data di pubblicazione del presente comunicato, salvo nei casi previsti dalla legge.
2026-07-18 21:17 24d ago
2026-07-18 15:00 24d ago
SpaceX Is in Talks on a Multibillion Dollar Defense Contract. Here Is What It Means for Investors
SPCX SpaceX
FMP Stock News
Original source text
In a move that could help validate SpaceX’s (SPCX 5.43%) enormous investment in artificial intelligence (AI), the company is reportedly discussing a multi-billion-dollar computing contract with the Department of Defense (DOD), as originally reported by The Wall Street Journal.

The terms of the agreement, while not yet confirmed by the Pentagon or SpaceX, would allow the Defense Department to use SpaceX’s data centers to run AI models. This could follow similar deals SpaceX has inked with Alphabet (NASDAQ:GOOG) and Anthropic, and place it among an exclusive group of cloud-computing providers that are supporting the Pentagon’s AI operations.

Although the deal remains tentative and, in The Journal’s words, “could fall apart,” the development may reveal something important for SpaceX investors. Let’s take a closer look.

Image source: The Motley Fool.

Why investors should pay close attention to this deal To really understand the significance of this deal, we should step back and remember how closely SpaceX’s future is now tied to artificial intelligence.

Until Feb. 2, 2026, SpaceX was best known for launching rockets and managing its satellite-based internet service, Starlink. But in early February, SpaceX acquired xAI, forming a massive entity that’s now valued at about $1.6 trillion.

The acquisition not only brought two of Elon Musk’s businesses under the same roof but also provided xAI with a larger capital base to help it scale faster. The idea is that eventually, the AI business will become SpaceX’s major growth engine, even if it’s burning cash right now. Indeed, in SpaceX’s pre-IPO roadside show, the company claimed AI will unlock a $26.5 trillion market opportunity, whereas the market opportunity for the other two businesses is about $2 trillion.

Here’s the kicker, however: xAI generated an operating loss of about $6.4 billion in 2025. Although the rest of SpaceX’s operations helped offset some of that damage, the company still posted a net loss of about $4.9 billion for the year.

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This is where the potential deal with the Pentagon comes in. If the Pentagon becomes a multi-billion-dollar customer, SpaceX’s AI segment could start carrying some of the financial load investors expect it to shoulder. At the very least, it could help offset this segment’s heavy losses, bringing the space company closer to profitability.

And this isn’t just any old customer, either. This is the DOD, a government agency. Once SpaceX is approved to handle its workloads, which, mind you, could contain sensitive or classified information, walking away from it won’t be easy, nor will it be cheap. Indeed, the high switching costs alone could turn this contract into a pretty durable, long-term revenue stream -- one that could increase in value if the agency decides to purchase more computing power over time.

Does the deal with the Pentagon make SpaceX a screaming buy right now? I wouldn’t call SpaceX a screaming buy right now, nor even a murmuring one. And it has everything to do with SpaceX’s valuation right now.

The stock has been trading at a premium since its mid-June market debut. It currently trades more than 40% below its all-time high; even so, SpaceX trades at more than 80 times sales.

At the end of the day, SpaceX investors are being asked to believe in many things that seem outlandish at first glance. Lunar settlements, missions to Mars, orbital data centers. Some of these ambitions may eventually materialize; others could remain fantasies. For now, I would continue watching SpaceX from the sidelines, at least until its valuation comes back down to earth. 
2026-07-18 21:17 24d ago
2026-07-18 15:30 24d ago
Meta Platforms Is Up 21% This Month, and Here Is What's Driving the Surge
FB Meta Platforms
FMP Stock News
Original source text
We all know Meta Platforms (META 2.79%) as the ubiquitous social networking ecosystem. Investors are also familiar with its booming digital advertising platform. But there's something else that's moving the needle these days.

As of July 16, Meta shares are up 21% this month. This stellar performance is better than all the other Magnificent Seven stocks. It's a notable reversal from June, when shares dipped 11%.

Here is what's driving the surge that has added a whopping $270 billion to the company's market capitalization in July.

Image source: The Motley Fool.

The market likes the company's new AI strategy Like its hyperscaler peers, Meta is sparing no expense when it comes to artificial intelligence (AI). Capital expenditures will be between $125 billion and $145 billion this year, according to company estimates. It's time to start monetizing this spending.

On July 1, Bloomberg reported that the company is building a cloud computing division under the Meta Compute initiative. It plans to sell its unused compute resources and/or host AI models that developers can use. This is an admission that the business has been spending too aggressively on AI infrastructure. It appears to have more capacity than it knows what to do with.

Founder and CEO Mark Zuckerberg understands that computing capacity might be the hottest commodity on the planet right now, and his company has access to this vital resource. If Meta can earn a better return selling this to outside customers as opposed to using it for its own operations, then it's a no-brainer decision.

Investors will appreciate the urgency to try to generate revenue soon. This is extremely relevant today, as Meta's first-quarter capex total of $19.8 billion amounted to a sizable 61% of its operating cash flow during the period.

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Improving sentiment, but still a lot to prove At the end of June, Meta shares traded at a price-to-earnings ratio of 20.5. Today, they trade at a multiple of 24.4. Market sentiment was certainly lower, but it has now improved, showcasing investor enthusiasm.

This also reveals that the market has higher expectations. All eyes continue to be on AI. Meta shareholders should listen to any commentary the management team provides on its new cloud venture, especially related to operational timelines and expected financial performance.

This relates to the bigger topic. The business will probably need to start providing more color on the overall returns it believes it can generate from its massive AI capex plans. Otherwise, the market will start to get jittery. This is the single most important variable to pay attention to, because it can tell investors whether Meta is spending with an eye on the potential payoff.
2026-07-18 21:16 24d ago
2026-07-18 15:15 24d ago
4DMT Announces Positive 2-Year Data from PRISM Phase 2b Clinical Trial in a Broad Wet AMD Population
AMD AMD
FMP Stock News
Original source text
July 18, 2026 15:15 ET  | Source: 4D Molecular Therapeutics, Inc.

After a single intravitreal dose of 4D-150, visual acuity and anatomic control was maintained with consistent and durable treatment burden reduction through 2 years 4D-150 continues to be well tolerated with no new safety or intraocular inflammation findings EMERYVILLE, Calif., July 18, 2026 (GLOBE NEWSWIRE) -- 4D Molecular Therapeutics (Nasdaq: FDMT, 4DMT or the Company), a leading late-stage biotechnology company advancing durable and disease-targeted therapeutics with potential to transform treatment paradigms and provide unprecedented benefits to patients, today announced positive 2-year data from the PRISM Phase 2b clinical trial evaluating 4D-150 in a broad wet age-related macular degeneration (wet AMD) population. The data were presented by Carl Awh, M.D., FASRS, Tennessee Retina, in an oral presentation titled “2-Year Follow Up: PRISM Phase 2b Clinical Trial Evaluating Investigational 4D-150, an Intravitreal Gene Therapy, in a Broad Neovascular AMD Population” at the 44th Annual Scientific Meeting of the American Society of Retina Specialists (ASRS).

2-Year Data from PRISM Phase 2b Clinical Trial (Data Cutoff May 18, 2026):

Trial and Patient Cohort Overview

The Phase 2b trial enrolled 45 patients at two dose levels of a single intravitreal dose of 4D-150 (3E10 and 1E10 vg/eye); 3E10 vg/eye was chosen as the dose for the 4FRONT Phase 3 clinical trialsThe Phase 2b overall cohort enrolled patients with broad disease activity (n=30 dosed with 3E10 vg/eye and n=15 dosed with 1E10 vg/eye)The Phase 2b cohort subgroup comprised recently diagnosed patients (diagnosed within 6 months, n=15 at 3E10 vg/eye), which is most comparable to the population enrolled in the 4FRONT Phase 3 clinical trials Phase 2b Efficacy Results Through 2 Years:

Consistent maintenance of best corrected visual acuity (BCVA)Consistent control of central subfield thickness (CST) as measured by optical coherence tomographyConsistent, durable and clinically meaningful reduction in treatment burden: Overall cohort: 78% overall treatment burden reduction (2.7 mean supplemental injections per patient vs. 12.0 injections projected with on-label aflibercept 2 mg Q8W) Recently diagnosed subgroup: 87% overall treatment burden reduction (1.6 mean supplemental injections per patient vs. 12.0 injections projected with on-label aflibercept 2 mg Q8W) Dose response maintained throughout 2 years in favor of the Phase 3 dose Safety Data for Phase 3 Dose in Overall PRISM Phase 1/2a & 2b Clinical Trial (n=71)

4D-150 continues to be well tolerated: Intraocular inflammation: As previously reported, within approximately the first 6 months (28 weeks) post-4D-150 dosing, 2.8% (2 of 71) of patients had 4D-150-related 1+ (mild) intraocular inflammation (IOI) (SUN/NEI scales), which were transient 1+ vitreous cells noted at a single timepointFollowing the first 28 weeks post-4D-150 dosing, no new cases of inflammation with 2 to more than 4 years of follow-up on all patients as of the data cutoff No 4D-150-related hypotony, endophthalmitis, vasculitis, occlusive/non-occlusive retinal vasculitis or choroidal effusions observed to date “Two-year PRISM data continue to strengthen our conviction in 4D-150’s potential to become a foundational backbone therapy for wet AMD,” said David Kirn, M.D., Co-founder, President, and Chief Executive Officer of 4DMT. “The continued consistency in visual acuity and anatomic control with meaningful reduction in treatment burden and long-term tolerability reinforces our confidence in delivering a transformative treatment option for retina specialists and their patients.”

“For retina specialists and our patients, maintaining the intensive injection schedule necessary to preserve vision is a tremendous challenge,” said Carl Awh, M.D., FASRS, Tennessee Retina. “The two-year PRISM results demonstrate the potential of a single intravitreal administration of 4D-150 to provide long-term anti-VEGF and sustained disease control. Reducing treatment burden will undoubtedly improve our ability to preserve vision over the long term for our patients.”

The presentation from ASRS is available on the 4DMT website under Scientific Presentations.

About 4D-150

4D-150 is a potential backbone therapy designed to provide multi-year, and potentially lifelong, sustained delivery of anti-VEGF biologics (aflibercept and anti-VEGF-C) within the retina following a single intravitreal injection. 4D-150 utilizes our customized and evolved intravitreal AAV vector, R100, which was invented at 4DMT through our proprietary Therapeutic Vector Evolution platform. 4D-150 is being developed for wet AMD and diabetic macular edema (DME), which both affect millions of patients globally, with the goal of freeing patients from burdensome injections while preserving vision.

About Wet AMD

Wet AMD, or wet age-related macular degeneration, is a highly prevalent disease, with more than 4 million individuals expected to be affected in the next five years in certain major markets, including the U.S., the EU and Japan. The disease also has a high incidence, with 200,000 individuals estimated to be newly diagnosed every year in the U.S. alone. Wet AMD is a type of macular degeneration in which abnormal blood vessels grow into the macula (macular neovascularization or MNV), the central area of the retina. MNV causes swelling and edema of the retina, bleeding and scarring, leading to visual distortion and reduced visual acuity. The proliferation and leakage of abnormal blood vessels is stimulated by VEGF. This process distorts and, without treatment, can potentially destroy central vision and may progress to blindness.

About 4DMT

4DMT is a leading late-stage biotechnology company advancing durable and disease-targeted therapeutics with potential to transform treatment paradigms and provide unprecedented benefits to patients. The Company’s lead product candidate 4D-150 is designed to be a backbone therapy forming the foundation of treatment of blinding retinal vascular diseases by providing multi-year sustained delivery of anti-VEGF biologics (aflibercept and anti-VEGF-C) with a single intravitreal injection, which substantially reduces the treatment burden associated with current bolus injections. The Company’s lead indication for 4D-150 is wet age-related macular degeneration, which is currently in Phase 3 development, and second indication is diabetic macular edema. The Company’s second product candidate is 4D-710, which is the first known genetic medicine to demonstrate successful delivery and expression of the CFTR transgene in the lungs of people with cystic fibrosis after aerosol delivery. 4D Molecular Therapeutics™, 4DMT™, Therapeutic Vector Evolution™, Backbone 4 Retina™ and the 4DMT logo are trademarks of 4DMT.

All of the Company’s product candidates are in clinical or preclinical development and have not yet been approved for marketing by the U.S. Food and Drug Administration or any other regulatory authority. No representation is made as to the safety or effectiveness of the Company’s product candidates for the therapeutic uses for which they are being studied.

Learn more at www.4DMT.com and follow us on LinkedIn. 

Forward-Looking Statements:

This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, as amended, including, without limitation, implied and express statements regarding the therapeutic potential, treatment-burden reduction, durability, clinical development plans, regulatory timing, and success of clinical trials for 4D-150. The words “may,” “might,” “will,” “could,” “would,” “should,” “expect,” “plan,” “anticipate,” “intend,” “believe,” “estimate,” “seek,” “predict,” “future,” “project,” “potential,” “continue,” “target” and similar words or expressions are intended to identify forward-looking statements, although not all forward-looking statements contain these identifying words. Any forward-looking statements in this press release are based on management's current expectations and beliefs and are subject to a number of risks, uncertainties and important factors that may cause actual events or results to differ materially from those expressed or implied by any forward-looking statements contained in this press release, including risks and uncertainties that are described in greater detail in the section entitled “Risk Factors” in 4D Molecular Therapeutics’ most recent Quarterly Report on Form 10-Q filed on May 7, 2026, as well as any subsequent filings with the Securities and Exchange Commission. In addition, any forward-looking statements represent 4D Molecular Therapeutics' current views and should not be relied upon as representing its views as of any subsequent time. 4D Molecular Therapeutics explicitly disclaims any obligation to update any forward-looking statements. No representations or warranties (expressed or implied) are made about the accuracy of any such forward-looking statements.

Contacts:

Media:
Jenn Gordon
dna Communications
[email protected]

Investors:
Julian Pei
Head of Investor Relations and Strategic Finance
[email protected]
2026-07-18 21:15 24d ago
2026-07-18 15:35 24d ago
Taylor Farms recalls iceberg lettuce in 27 states due to cyclosporiasis outbreak
WMT Walmart
FMP Stock News
Original source text
Taylor Farms is voluntarily recalling iceberg lettuce in 27 states because the greens potentially could be contaminated with cyclosporiasis.

The fruit and vegetable producer announced the move late Friday evening, saying in a media statement that it is "voluntarily removing all iceberg lettuce sourced from central Mexico from the U.S. market." 

The tainted lettuce has been at the center of a cyclosporiasis outbreak that the Centers for Disease Control and Prevention has traced to shredded iceberg lettuce served at Taco Bell locations in 5 states, including Indiana, Kentucky, and Michigan.

The Food and Drug Administration has said that people who are infected by the cyclospora parasite may experience flu-like symptoms and "watery diarrhea, with frequent bowel movements."

Taylor Farms said that the potentially tainted "shredded iceberg product" was distributed June 29 through July 16 in states including Alabama, Connecticut, Georgia, Massachusetts and Texas.

California and New York were among the states not included in the recall notice.

"Based on information provided yesterday by the FDA, Taylor Farms de Mexico is voluntarily removing all iceberg lettuce sourced from central Mexico from the U.S. market," the company said in a statement. "While the FDA traceback is indicating a specific independent farm that represents less than 1% of the U.S.'s iceberg lettuce supply as the potential source of the outbreak, we have removed all iceberg lettuce from the region indefinitely."

Before Taylor Farms issued the recall, Yum Brands' Taco Bell said it had removed the potentially contaminated lettuce from its restaurants.

Walmart on Saturday posted a message on its website about the FDA's latest announcement on the Taylor Farms recall, noting that the greens may have been sold at its stores in states including Alabama, Indiana, and West Virginia.

"The health and safety of our customers is a top priority," a Walmart spokesperson told CNBC in an emailed statement. "Although there is no indication that products sold in our stores are affected by the current Cyclospora investigations, we have removed four bagged iceberg lettuce salad products from select locations as a precaution after receiving notice from our supplier."

The spokesperson added: "There have been no confirmed illnesses associated with these products at this time," and that the company is "working closely with our supplier and took immediate steps to remove the products from sale."
2026-07-18 21:15 24d ago
2026-07-18 15:03 24d ago
JPMorgan Chase CEO Jamie Dimon Thinks AI Spending Is Going to Reach $1 Trillion Next Year
JPM JPMorgan Chase
FMP Stock News
Original source text
The market got great news from the big banks this week. All five of the largest U.S. banks reported second-quarter earnings on Tuesday, and they were almost uniformly outstanding. But although the U.S. consumer appears healthy, it was market-related activity like initial public offerings (IPOs) that really stood out.

JPMorgan Chase (JPM 0.44%) and Goldman Sachs (GS 2.76%) led the earnings parade as the two top investment banks in the country, and these divisions drove high growth in the quarter; investment banking revenue increased 45% year over year at JPMorgan Chase and 55% at Goldman Sachs.

CEOs at both banks said they see more opportunity around the corner, with artificial intelligence (AI) playing a big role. In fact, JPMorgan Chase CEO Jamie Dimon said he thinks AI spend is going to reach $1 trillion next year.

JPMorgan Chase CEO Jamie Dimon. Image source: JPMorgan Chase.

On the second-quarter earnings call, Dimon posited that total capital expenditure is about $4 trillion, with AI representing a massive amount. "AI went from $400 billion last year to $700 billion this year," he said. "People project, which so do our people, it will be like a little over a trillion next year and maybe a little reduction in the non-AI capex."

That implies that in 2027, AI spend will account for more than a quarter of all company spend.

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He also cautioned that even though the current market is "getting close to as good as it gets," investors shouldn't forget the most important thing: "We just don't know how long it's going to last."

In the near term, though, the AI party is going strong, and investors can look forward to more expansion and matching stock prices.

JPMorgan Chase is an advertising partner of Motley Fool Money. Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Goldman Sachs Group and JPMorgan Chase. The Motley Fool has a disclosure policy.
2026-07-18 21:07 24d ago
2026-07-18 07:00 24d ago
Nine Mile Metals advances drilling at Wedge Mine project - ICYMI
TTWO Take-Two Interactive
FMP Stock News
Original source text
Nine Mile Metals Ltd. (CSE:NINE, OTCQB:VMSXF, FRA:KQ9) CEO Patrick Cruikshank talked with Proactive about the latest drilling progress at the Wedge project and the company’s work to expand mineralization beyond the historic mine area.

Proactive: Welcome back to the Proactive newsroom. Joining me now is Patrick Cruikshank, CEO of Nine Mile Metals. Patrick, it is great to see you again. How are you?

Patrick Cruikshank: I am great. Thanks for having me back.

The company has released another hole from the drill program, and it appears to be continuing to expand the mineralization. Tell us about this particular hole, where it was located and what the company encountered.

This is the third hole we released, and all three holes were drilled from the same pad.

In the northeastern part of the mine, toward the eastern extension, we drilled a fan of holes into an area that had never previously been drilled or mined. By the time the holes reached a depth of around 300 metres, they were approximately 50 to 100 metres apart.

It is a very economical approach because we can turn the drill rig and drill at different angles from the same location. This hole reached approximately 390 metres, and we encountered around 125 metres of mineralized intervals.

Across the three holes, we have now observed almost 500 metres of visual mineralization. The challenge is that all of that core has to be cut, which has created a bottleneck in preparing and sending the samples to the laboratory.

We have just finished cutting this hole and will forward the samples as soon as possible.

Does that give you confidence that the company is drilling in the right area? As you mentioned, this section had never previously been drilled.

Yes. We do not have complete records of the original mine workings, so we do not know exactly where all of the tunnels are in the central part of the historic mine.

The upper portion was mined and later collapsed, which means we cannot simply drill through the old workings. There could be old equipment or other obstructions underground.

As a result, we have moved toward the eastern flank, western flank and areas below the historic workings. The drill rig is currently testing the system at depth.

We are looking forward to the next results. Being three-for-three so far is encouraging.

There is still a significant amount of drilling to come from the 10,000-metre program. How should investors view the results at this stage? Is it fair to describe them as positive early indications?

Yes. This is our third drill program at the Wedge, and we learn much more from each campaign.

We have developed a three-dimensional model with Apex Geoscience, Mike Dufresne and our technical team. We also have historic information from more than 300 drill holes.

Some of the historic data is not completely accurate. GPS technology was not available when much of the earlier work was completed, and historic operators may not have disclosed every detail about where mineralization was located.

The result is an evolving, live three-dimensional model. We are excited to take the project to the next level, and we will probably expand the drill program.

A second rig is also coming. We still want to test the company’s other targets rather than focus only on the Wedge.

The weather has been favourable, and the program remains on track. Our success has actually slowed us down because we would normally encounter 30 or 40 metres of mineralization rather than intervals of 100 or 200 metres. It is a good problem to have.

You mentioned the importance of modern geology and modern exploration techniques. Is this an area that particularly benefits from those advances?

It does. Geophysical technology has advanced significantly, particularly when working with conductive volcanogenic massive sulphide systems and critical minerals.

What is especially interesting is that we are identifying multiple new lenses. That is why we believe the mine has strong economic potential and can be brought back into production.

Historically, operators did not have access to today’s geophysical technology. They also did not assay for all of the metals we are interested in today. The historic focus was mainly on lead and zinc, so copper, gold and other metals were left behind.

We are seeing strong results, and geophysics is helping us expand the project footprint.

We also expect to conduct borehole surveys on the western side. We plan to complete four or five surveys that will examine the surrounding geology in all directions at regular intervals down to approximately 500 metres.

Those surveys should provide visibility of around 200 to 300 metres in multiple directions. They may help us identify historic workings and determine where mineralized lenses remain intact.

We have held off drilling parts of the western and northwestern areas until we receive that information, primarily for safety reasons. That work is expected to begin within the next two weeks.

However, it is not only the geophysics that matters. The interpretation of the information is critical.

That is where we have differentiated the company over the past two years. We brought in Mike Dufresne, who has experience in the Bathurst VMS camp, and we recently hired Art Hamilton, an experienced VMS professional with knowledge of the Bathurst camp.

We are building the company’s technical talent, and that is being reflected in our drill targeting. The intersections speak for themselves.

Patrick, thank you very much. It was another great update, and we look forward to our next conversation.

Thanks for having me.

Patrick Cruikshank, CEO of Nine Mile Metals.

Quotes have been lightly edited for style and clarity
2026-07-18 21:07 24d ago
2026-07-18 08:00 24d ago
Blockmate Ventures raises C$1M for Wyoming AI data center - ICYMI
TTWO Take-Two Interactive
FMP Stock News
Original source text
Blockmate Ventures Inc (TSX-V:MATE, OTCQB:MATEF, FRA:8MH) chairman Domenic Carosa talked with Proactive about the company’s recently completed C$1 million capital raise and how the funds will support its Wyoming AI Data Center project.

Carosa said the capital would be used to advance work on the proposed facility. The company’s directors also participated in the financing, representing 29% of the capital invested in the announced raise. He said the directors’ participation reflected the group’s belief in the project.

Proactive: Hello, you’re watching Proactive. I’m joined by Blockmate Ventures Inc (TSX-V:MATE, OTCQB:MATEF) chairman Domenic Carosa. Dom, it’s very good to speak with you. You’ve raised C$1 million, well above target. How are you going to use the money, and why did the directors invest so heavily?

Domenic Carosa: Thanks for having me today. We have just completed a C$1 million raise. The capital will be used to further advance our Wyoming AI Data Center facility, which we are continuing to work on.

The directors believe in the project, and we have all invested as well. The directors represent 29% of the capital invested in the financing announced today.

What is the latest on the Wyoming AI Data Center, and what are the key milestones investors should watch for next?

Our objective over the next six to 12 months is to reach what is called “shovel-ready” status.

We are currently in discussions with a number of potential partners, including hyperscalers and neoclouds. These are effectively the groups that could potentially take over the facility once it is built.

We are also in the middle of a process with the local city regarding zoning and the rezoning of part of the land. The site covers approximately 100 acres in total, for those who have seen the presentation deck, and we are working to secure the appropriate zoning for it.

You have just been on an investor roadshow in Vancouver, and you are heading to Toronto next week. What questions are investors asking most, and what do you think they are still missing about the Blockmate story?

I think it is primarily an issue of exposure. Of the investors we spoke with in Vancouver a couple of weeks ago, not many had heard of Blockmate Ventures or what the company is doing in the sector.

The roadshow is therefore about getting the company’s message and story out to the market. As we said earlier this year, we are making a significant commitment in 2026 to communicate the story more actively.

My view is that we did not do that as effectively as we should have in 2025. I think investors have already started to see significant progress in how we communicate with the market and in the company becoming more visible.

Frankly, the more investors know about the Blockmate story, the better.

Are you seeing increasing interest in the company?

I think that is reflected in how quickly we were able to open and close the capital raise.

A number of institutional investors and high-net-worth investors participated in this round. We are very pleased with that support, as well as the support shown by the directors.

Now, it is all about execution. We know what we need to do. As we say in Australia, it is “head down, bum up,” which means we simply get on with the job.

I hope you will keep us posted as you get on with the job. Thank you very much for your time today.

Thank you.

Domenic Carosa, chairman of Blockmate Ventures Inc.

Quotes have been lightly edited for clarity and style
2026-07-18 21:07 24d ago
2026-07-18 08:24 24d ago
Medicus Pharma CEO details Teverelix progress – ICYMI
TTWO Take-Two Interactive
FMP Stock News
Original source text
Medicus Pharma (NASDAQ:MDCX) earlier this week provided an update on its redesigned clinical study for Teverelix, reporting that the revised protocol had received Institutional Review Board approval and had been accepted by the US Food and Drug Administration subject to operational observations.

CEO Raza Bokhari told Proactive that the company had acquired the Teverelix development programme through its purchase of UK-based Antev. He described Teverelix® as a next-generation hormone antagonist being developed for two men’s health indications.

Proactive: We have spoken in the past about Teverelix and your discussions with the FDA and the Institutional Review Board about how to move the program forward. You have now received written responses from both, and the news appears to be very positive. Are you on the right track?

Bokhari: We very much are. We have had a good day at Medicus Pharma (NASDAQ:MDCX).

For the benefit of your viewers, towards the end of last summer, we added a second asset to our portfolio through the acquisition of a UK-based company called Antev. Through that acquisition, we took over the clinical development programme for Teverelix, a next-generation hormone antagonist.

We are pursuing two indications in men’s health: one involving patients with advanced prostate cancer and a high cardiovascular risk profile, and another involving a novel study designed to prevent the relapse of acute urinary retention, primarily due to an enlarged prostate.

The second study inherited from Antev was designed to include 390 patients across multiple centres in Europe and the United States. It carried an estimated cost of more than $30 million.

Our research and development team reviewed the study and believed there was room to redesign and optimize the protocol while reducing the burden on patients. The redesigned protocol reduced the patient requirement from 390 to 126, representing a reduction of approximately 68%, while preserving scientific rigour.

The FDA agreed with us. The study has therefore become more cost-efficient while remaining a decision-grade study. We believe it could now cost less than $10 million.

The revised design also allows us to conduct an interim analysis to assess whether we are moving in the right direction. In novel studies, it is important to have inflection points that allow us to evaluate progress. This is a very positive outcome for us.

Proactive: We should confirm that the feedback from the FDA and the Institutional Review Board focused more on certain operational elements of the study rather than the core study design. It included matters such as demographic data and ensuring the correct documentation was in place. Is that accurate?

That is correct. The Institutional Review Board has approved the protocol. It has signed off on the protocol amendments, the optimized design and the changes we have made.

The FDA has provided observations that are operational in nature. There can always be concerns when a proof-of-concept study has already been reviewed by the FDA and a company returns to redesign it before patient recruitment begins, as that can potentially lead to a negative response.

We have been very fortunate that the FDA accepted the revised design while providing observations that are operational in nature. We will incorporate the additional points advised by the FDA.

We are now on track, and the company will provide an update when patient recruitment begins. We still have work to complete relating to chemistry, manufacturing and controls so that the product is available, as well as work to activate the clinical sites.

There is still a lot of work ahead of us, but it is becoming more efficient and streamlined. We are very excited that we are making good progress.

Quotes have been lightly edited for style and clarity
2026-07-18 21:05 24d ago
2026-07-18 16:13 24d ago
What Do SpaceX, AMD, and Palantir Have in Common?
PLTR Palantir Technologies
FMP Stock News
Original source text
Space Exploration Technologies (SPCX 5.41%), AMD (AMD 0.66%), and Palantir Technologies (PLTR 1.53%) may seem like an odd grouping of companies. But I have a good reason to consider them together: They're all incredibly overvalued.

While that may sound like a shocking statement, after digging into each stock, that's the reality, and investors sitting on them may want to consider swapping them out of their portfolios for some more reasonably valued counterparts in their industries.

So, just how pricey are they? Let's take a look.

Image source: Getty Images.

Although SpaceX just went public a few weeks ago, I think it's one of the most overvalued stocks on the market. But that's only if you value the company based on what it has already done.

The majority of SpaceX investors are buying into the stock because of what it could achieve under Elon Musk's leadership. That's a fair investment thesis, and it's what has allowed Tesla to remain one of the largest companies in the world despite its business struggles over the past few quarters. If that's your angle, I'm not going to argue, but it doesn't alter the fact that SpaceX's business as it stands now does not justify the company's valuation.

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SpaceX hasn't reported earnings results as a public company yet, so the only information investors have to go on is from its IPO presentation. According to that, in 2025, SpaceX generated $18.7 billion in revenue and reported negative net income. So if we value the company using 2025 sales, that would price SpaceX at 92 times sales.

Even if SpaceX could snap its fingers and become instantly profitable with a 45% profit margin (its stated long-term goal), that would value the stock at 204 times earnings. That's an incredibly expensive stock, and with 2025 revenue growth coming in at only 33%, those numbers don't jibe.

That's not to say SpaceX cannot overcome this with future growth, but even then, a lot of hoped-for growth is already priced into the stock, so I'm avoiding it.

AMD AMD stock has risen by about 150% so far in 2026. While some of that gain was earned, the rest of it is a real head-scratcher.

AMD is constantly compared to Nvidia, as these two compete against each other in many product lines, but the most important arena for both right now is the data center market. Nvidia's data center division is far larger and growing much faster than AMD's, which makes it odd that AMD is now valued at such a premium to Nvidia.

NVDA PE Ratio (Forward) data by YCharts.

With Nvidia's growth this fiscal year expected at 82% versus AMD's 43%, the justification for AMD's premium over Nvidia is a mystery. As a result, I think investors would be far better off selling AMD stock and scooping up Nvidia while it's as cheap as it is.

Palantir Technologies Lastly, there is Palantir, which has been a popular AI stock pick over the past year. Its business continues to excel, and it grew by a strong 85% in the past quarter.

But the problem is that a growth deceleration could be on the way. Wall Street estimates that Palantir's growth rate, which is projected to be 72% this year, will decline to about 45% next year.

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While that's still rapid, it's not enough to warrant the 90 times forward earnings valuation the stock carries. That's an expensive premium for any stock, even one growing as fast as it is today. If Palantir's growth rates start to decline at any time, the market could send its shares lower, as a ton of anticipated success is already priced into the stock.

That makes it a bit of a precarious investment, and I think there are far better AI stocks to invest in than Palantir right now.
2026-07-18 21:04 24d ago
2026-07-18 15:22 24d ago
Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia's Stock Ever Since.
MU Micron Technology
FMP Stock News
Original source text
CES, held annually in January, is one of the most important trade shows where tech companies go to unveil innovations and showcase bold ideas for the future.

At the 2026 event, Nvidia CEO Jensen Huang offered something that has been just as impactful: his insights about the growing memory needs of artificial intelligence (AI). And based on where the stock prices of Micron Technology (MU +0.04%) and Sandisk (SNDK 3.99%) have gone since then, his understand of the situation was right on the money.

Nvidia CEO Jensen Huang. Image source: Nvidia.

The AI memory crunch Large language models are being asked to deliver on requests promptly, but there's also a growing expectation that these tools will preserve users' older requests and conversations as time savers to provide context for the new ones. That requires increasingly higher memory capacity in the data centers that power those AIs, which Huang alluded to in his January CES speech:

We would like this AI to stay with us our entire lives and remember every single conversation we've ever had with it, right? Every single lick of research that I've asked for. Of course, the number of people sharing the supercomputer will continue to grow. And so, this context memory, which started out fitting inside an HBM, is no longer large enough.

Over the last year, as Micron and Sandisk have kept reporting surging revenue figures in their respective quarterly reports, Huang's insight on the expanding demand for memory and storage for AI has proven true.

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AI boosts revenue In Micron's fiscal 2026 third quarter, it reported total revenue of $41.4 billion, which was a significant increase for the company; its full-year revenue in 2025 was just $37.3 billion. That rapid revenue growth is thanks to its cloud and data center divisions.

Quarter

Cloud Memory Revenue

Core Data Center Revenue

Q3 2025

$3.3 billion

$1.5 billion

Q3 2026

$13.7 billion

$11.5 billion

Data source: Micron.

Sandisk's top line is smaller than Micron's, but it's still growing significantly. Its total revenue in its fiscal 2026 third quarter was $5.9 billion, up 251%. Its data center and edge divisions (providing memory storage for things like drones and car sensors) have been key revenue drivers.

Quarter

Data Center Revenue

Edge Revenue

Q3 2025

$197 million

$927 million

Q3 2026

$1.4 billion

$3.6 billion

Data source: Sandisk.

Why sales can keep growing The AI infrastructure build-out isn't expected to slow down anytime soon, and as long as it continues, demand for memory and storage chips will remain robust. But each of these companies is signing longer-term deals with customers that lock in prices and supply agreements for multiple years. This should eventually help them offset some of the cyclicity that the memory and data storage industry is known for.

Micron signed 16 strategic customer agreements in its fiscal third quarter, with cash deposits and financial commitments totaling $22 billion to date. Meanwhile, in its third quarter, Sandisk signed three contracts with total contractual revenue of at least $42 billion.

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The stock prices for both have pulled back over the past few days, but those retrenchments came on the back of strong runs upward. Thus far in 2026, while Nvidia shares have climbed by 11%, shares of Micron have performed much better; Micron's stock price is up nearly 200%, while shares of Sandisk have skyrocketed by almost 500%.

The short term looks a little uncertain amid an AI sector sell-off. Still, as there appears to be no end in sight to the deep mismatch between memory and storage supply and demand, both stocks could keep rewarding investors over the next several years.
2026-07-18 21:01 24d ago
2026-07-18 15:36 24d ago
INTU Investors Have Opportunity to Lead Intuit Inc. Securities Fraud Lawsuit with the Schall Law Firm
INTU Intuit
FMP Stock News
Original source text
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Intuit Inc. (“Intuit” or “the Company”) (NASDAQ: INTU) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.

Investors who purchased the Company’s securities between August 22, 2025 and May 20, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before September 8, 2026.

If you are a shareholder who suffered a loss, click here to participate.

We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].

The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.

According to the Complaint, the Company made false and misleading statements to the market. Intuit overstated the strength and sustainability of its business as well as its competitive advantages. The Company was losing its market share in its Turbo Tax in particular due in part to pricing pressure. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Intuit, investors suffered damages.

Join the case to recover your losses

The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
2026-07-18 20:49 24d ago
2026-07-18 12:17 24d ago
Mexico ministries investigate cyclospora linked to Mexican farm
YUM Yum! Brands
FMP Stock News
Original source text
CompaniesMEXICO CITY, July 18 (Reuters) - Mexico’s health and agricultural ministries announced they are investigating a large outbreak of a foodborne illness in the U.S. ​linked to iceberg lettuce grown in Mexico and sold at ‌Taco Bell.

Cofepris, Mexico’s sanitary regulator, and Senasica, the country’s agricultural and food safety regulator, said in a statement Friday that they have an interagency technical working group investigating ​the matter and adopting preventive measures.

Jumpstart your morning with the latest legal news delivered straight to your inbox from The Daily Docket newsletter. Sign up here.

The group has undertaken inspections and ​traceability analyses that “are strictly preventive in nature” and “aimed at mitigating any ⁠potential health risk,” the agencies said.

The CDC has reported around 100 ​hospitalizations of people becoming sick with cyclosporiasis, a parasitic infection that can cause ​severe diarrhea and other gastrointestinal symptoms, after eating shredded lettuce at Taco Bell restaurants in Indiana, Kentucky, Michigan, Ohio and West Virginia.

A Taco Bell order and drinks sit inside the first digital-only U.S. location at Times Square in New York City, U.S., April 14, 2021. REUTERS/Shannon Stapleton/ File Photo Purchase Licensing Rights, opens new tab

On Friday, Taylor Farms, a California-based lettuce supplier, and ​food distributor Sysco (SYY.N), opens new tab, America’s largest, said they are removing iceberg lettuce sourced from ​central Mexico, based on information provided by the U.S. Food and Drug Administration (FDA).

An industry ‌source ⁠who requested anonymity because they were not authorized to speak to the media told Reuters that the lettuce was produced as 5-pound (2.3-kg) bags at Taylor Farms' facility in Guanajuato, in central Mexico. The source also said that Sysco ​widely distributes such ​bags to hospitals, ⁠ball parks and fast-food chains.

Mexico’s health and agricultural ministries cautioned in their statement that "the investigation remains ongoing, and it ​is important to emphasize that identifying a product's country ​of origin ⁠through traceability does not, by itself, confirm that contamination occurred in Mexico."

Taylor Farms' growing and processing facilities in Mexico were the source of another major U.S. ⁠cyclosporiasis ​outbreak. A 2013 outbreak sickened more than ​600 people in 25 states, according to the CDC, and was traced to salad mix from ​Taylor Farms de Mexico in Guanajuato.

Reporting by Emily Green; Editing by Alistair Bell

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Emily is the chief correspondent for Mexico and Central America. She won the inaugural Pulitzer Prize for audio reporting for her coverage of migrant kidnappings in Mexico. Emily covers the economy, trade, tariffs and macroeconomics.
2026-07-18 20:49 24d ago
2026-07-18 15:05 24d ago
Lettuce Supplier Linked to Cyclospora Outbreak Is a Global Salad Giant
YUM Yum! Brands
FMP Stock News
Original source text
Taylor Farms is a critical supplier to restaurants and retailers, with produce from a single processing facility often distributed to customers across multiple states.
2026-07-18 20:47 24d ago
2026-07-18 16:10 24d ago
Robinhood CFO Shiv Verma Sells 3,982 Shares for $457,000 -- Here's What it Signals for the Stock
HOOD Robinhood
FMP Stock News
Original source text
Shiv Verma, Chief Financial Officer of Robinhood Markets, Inc. (HOOD 5.72%), reported a sale of 3,982 shares of Class A Common Stock on July 15, 2026, according to a recent SEC Form 4 filing.

Transaction summaryMetricValueTransaction value~$457,000Shares sold (directly held)3,982Post-transaction shares (directly held)55,945Post-transaction value$6.5 millionTransaction value based on SEC Form 4 weighted average sale price ($114.71); post-transaction value based on July 15, 2026, market close ($115.54).

Key questionsIs this transaction part of a systematic trading program?
Shiv Verma executed this sale under a Rule 10b5-1 trading plan adopted on Aug. 20, 2025. This arrangement allows corporate insiders to schedule stock transactions in advance to help avoid potential conflicts regarding material non-public information.What is the insider's remaining exposure to the firm?
Following this disposal, the officer maintains a direct equity position of 55,945 shares. This stake represents 0.0062% of Robinhood Markets, based on current shares outstanding.How has the stock performed leading up to this disposal?
The transaction occurred as the stock had appreciated by 16% over the 12-month period ending on July 15, 2026 transaction date.What is the current market and financial context?
As of July 16, 2026, market close, the stock was priced at $106.02, giving the company a market capitalization of $90.0 billion. This follows a period where Robinhood Markets generated $4.6 billion in trailing twelve-month revenue and $1.9 billion in net income.Company OverviewMetricValueShare Price (as of market close 2026-07-16)$106.02Market Capitalization$90.0 billionRevenue (TTM)$4.6 billionNet Income (TTM)$1.9 billionCompany SnapshotRobinhood Markets operates a comprehensive financial services platform that enables retail investors to trade equities, exchange-traded funds (ETFs), options contracts, precious metals, and cryptocurrencies, generating revenue primarily through transaction-based fees, premium subscription services, and net interest income on customer cash balances.The company's business model centers on democratizing investment access through a commission-free trading platform while monetizing user engagement through margin lending, premium subscription tiers, and financial data services.Robinhood primarily serves retail investors and individual traders across the United States, focusing on younger, digitally native demographics seeking accessible, low-cost investment opportunities.Robinhood Markets operates as a leading retail-focused financial services platform with a market capitalization of $90.0 billion and TTM revenue of $4.6 billion. The company has established a competitive advantage through its user-friendly, mobile-first interface, commission-free trading model, and comprehensive asset-class offerings that appeal to a broad retail investor base. With 2,900 employees and headquarters in Menlo Park, Robinhood continues to expand its product suite and market penetration within the retail investment sector.

What this transaction means for investorsDue to the small size (relatively speaking) of Verma’s sale, this transaction shouldn’t have much of an impact on how an investor should perceive Robinhood’s stock. The sale is a single-digit percentage of their total holdings and is a pretty standard sale for the CFO to make over time.

What really matters is how Robinhood’s operations have been faring -- and the simplest answer for that is great. In its last quarter, Robinhood saw:

total platform assets rise 39%Robinhood Gold adoption rates develop from 12.4% to 15.8%revenue increase 15%adjusted EBITDA jump 14%average revenue per user grow 8%Meanwhile, the company’s nascent banking operations grew fivefold, while its prediction markets reported a new quarterly record.

While I’m not in love with HOOD’s prediction markets business, it can’t be denied that the company has seemingly become the home investing base for younger generations -- and is increasingly becoming the go-to destination for all things finance as Robinhood diversifies its broad platform of offerings.

Trading at 44 times forward earnings, Robinhood is far from cheap. However, I would only be interested in adding to my position in the stock today as it could be positioned for decades of growth alongside its young customer base.

Josh Kohn-Lindquist has positions in Robinhood Markets. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
2026-07-18 20:43 24d ago
2026-07-18 12:45 24d ago
2 Space Stocks You Should Buy Before Piling Into SpaceX
RKLB Rocket Lab USA
FMP Stock News
Original source text
The space economy has captured the spotlight this year, primarily driven by the highly anticipated initial public offering (IPO) of Space Exploration Technologies (SPCX 5.43%), better known as SpaceX. On June 12, the company made history with the largest initial public offering ever and closed the day with a valuation of around $2.1 trillion, putting it in the company of some of the world's largest companies.

That said, SpaceX doesn't have nearly the revenue of those behemoths and trades at an expensive valuation that prices in massive future growth, making the stock vulnerable to huge price swings. If you're an investor looking for exposure to the rapidly expanding space economy, here are two space stocks that are better buys before piling into SpaceX.

Image source: Getty Images.

Rocket Lab's business spans the space ecosystem Rocket Lab (RKLB +0.59%) is the biggest competitor to SpaceX's launch business and the second-most-used launch platform in the United States today. Over the past year and a half, Rocket Lab has made 35 launches, dwarfed by SpaceX's 260 over the same period. That said, Rocket Lab has carved out a niche with its small-lift Electron rocket, which enables it to serve small to medium-sized satellite customers.

Because its Electron rocket can carry payloads of only around 300 kilograms (660 lbs), Rocket Lab cannot currently carry large payloads into space like SpaceX can with its Falcon 9. However, its small rocket provides its customers with greater flexibility and control over the timeline while also enabling precise placement of these smaller satellites into orbit.

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In addition, Rocket Lab has developed the Hypersonic Accelerator Suborbital Test Electron (HASTE), a launch platform specifically designed for defense and national security purposes. The advantage of HASTE is that it provides the government with high-cadence, cost-effective testing for hypersonic and suborbital payloads as the Pentagon evaluates various defense technologies. In March, Rocket Lab secured a $190 million contract to conduct 20 hypersonic test flights for its HASTE launch vehicle.

Rocket Lab's launch services business continues to grow steadily, but the company has another avenue for growth through its space systems business. Here, Rocket Lab designs and manufactures a wide range of space components and technologies, such as satellite buses, reaction wheels, star trackers, solar panels, separation systems, radios, and software. Of its $2.2 billion backlog, $1.3 billion is related to its space systems segment.

SpaceX also owns xAI and other technology businesses, where it is pegging most of its future growth. For investors looking for a more pure-play space stock, Rocket Lab's end-to-end space business spans multiple verticals, and the company has made major acquisitions in recent years to expand its role in the space ecosystem.

Lockheed Martin is a prime contractor for NASA's Orion program Lockheed Martin (LMT 0.93%) is a massive defense contractor, with sales from aeronautics (notably its F-35 fighter jets and other military aircraft), missiles, rocket systems, and helicopters, as well as a growing space business. For investors seeking exposure to a more stable stock with ties to the space economy, Lockheed Martin is appealing.

The company's broad portfolio and position in the defense industry provide it with a strong competitive moat and a platform that translates into stable, long-term revenue. Its F-35 program is projected to generate $2.1 trillion over its 94-year lifecycle (from 1994 to 2088) and is a major part of its business, providing stability and buffering its earnings against recessions and economic volatility.

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508.77

However, its space segment is another key growth driver for its wide-ranging business. Here, Lockheed develops missile-warning satellites, GPS satellites, classified spacecraft, and next-generation missile defense systems. In addition, Lockheed Martin is the prime contractor for NASA's Orion spacecraft, responsible for designing, building, and assembling the capsule that will take astronauts to the Moon and beyond.

Compared with SpaceX, Lockheed offers investors a more diversified business that benefits from recurring revenue from decades-long space programs, providing direct exposure to growing U.S. and allied spending on space infrastructure and to soaring defense spending amid geopolitical uncertainty.

On top of that, the company trades at a far lower multiple and pays a solid dividend yielding 2.7%, which it has grown every year for the past 23 years. For more conservative investors seeking exposure to the growing space economy, Lockheed Martin is an excellent stock to buy today.
2026-07-18 20:26 24d ago
2026-07-18 14:16 24d ago
PODD Investors Have Opportunity to Lead Insulet Corporation Securities Fraud Lawsuit
PODD Insulet Corporation
FMP Stock News
Original source text
, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the "Class Period"), of the important August 31, 2026 lead plaintiff deadline.

So what: If you purchased Insulet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

What to do next: To join the Insulet Corporation class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases.  Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

Details of the case: According to the lawsuit, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as  a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages. 

To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join   or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.
2026-07-18 20:25 24d ago
2026-07-18 13:03 24d ago
AI Bubble Risks Make Dividend Stocks Attractive Again
IQV IQVIA Holdings
FMP Stock News
Original source text
HomeDividends AnalysisDividend Strategy

SummaryI identify dividend stocks and REITs that could protect investors from AI bubble risks, geopolitics, and inflation while generating attractive income.My "ALLKA Dividend Rating" model separates quality dividend opportunities from yield traps by analyzing dividend sustainability, growth prospects, and valuation.The article explores three dividend strategies, "High-Yield Defensive," "Balanced Income," and "Pure Growth," designed for goals ranging from high yield to dividend growth.I look beyond retirement favorites such as Realty Income [~5% yield] and Verizon [~6.5% yield], showing how investors can combine reliable income with sustainable growth. Deagreez/iStock via Getty Images

Brent and WTI crude futures (CO1:COM, CL1:COM) were up 17.2% and 15.3%, respectively, this week.

Meanwhile, the S&P VIX Index (VIX), or "fear index," rose 25% to 18.8.

As a result, I believe that dividend stocks

3.46K Followers

Analyst’s Disclosure: I/we have a beneficial long position in the shares of PAGS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-18 20:20 24d ago
2026-07-18 14:53 24d ago
Energizer Insider Aqua Capital Purchases 100,000 Shares for $2 Million -- Should Investors Buy Too?
ENR Energizer Holdings
FMP Stock News
Original source text
Aqua Capital Ltd., an insider of Energizer Holdings, Inc. (ENR 1.99%), purchased 100,000 shares of common stock on July 13 and July 14, 2026. SEC Form 4 filing

Transaction summaryMetricValueTransaction value$2.0 millionShares purchased (direct)100,000Post-transaction shares (directly held)7,600,000Post-transaction value$154.71 millionTransaction value based on SEC Form 4 weighted average purchase price ($20.21); post-transaction value based on July 14, 2026, market close ($20.41).

Key questionsWhat entities exercise control over these holdings?
Aqua Capital Ltd. is a wholly owned subsidiary of Durango Capital Ltd., which is controlled via a structure including The Apollo Trust, The Minerva Trust, Fundacion Omerinta, Brinza International Corp., and Fundacion Barniz.How has the stock performed leading up to this purchase?
Energizer Holdings, a company in the industrials sector, saw a one-year return of -8% as of the July 14, 2026, market close.What is the current scale of the insider's total equity stake?
Following this transaction, the firm directly holds 7,600,000 shares, representing a 11% ownership interest in the company.Company OverviewMetricValueShare Price (as of market close 2026-07-14)$20.41Market Capitalization$1.4 billionRevenue (TTM)$3.0 billionNet Income (TTM)$195.1 millionCompany SnapshotEnergizer Holdings manufactures and distributes a comprehensive portfolio of batteries across multiple chemistries, including lithium, alkaline, carbon-zinc, nickel-metal hydride, zinc-air, and silver oxide, as well as lighting solutions sold under the Energizer and Eveready brand names.The company generates revenue through the production and global distribution of batteries and lighting products serving both consumer and specialized applications, including primary cells, rechargeable options, and hearing aid batteries.Energizer serves a diverse customer base, spanning retail consumers, commercial enterprises, and specialized markets that require hearing aid and medical-grade battery solutions.Energizer Holdings operates as a global enterprise with 6,050 employees headquartered in Saint Louis, generating $3.0 billion in TTM revenue with net income of $195.1 million. The company maintains a diversified product portfolio across multiple battery chemistries and voltage ratings, positioning itself as a comprehensive energy solutions provider in the electrical equipment and parts sector. With a market capitalization of $1.4 billion, Energizer leverages its established brand portfolio and global distribution infrastructure to compete in the battery and portable power markets.

What this transaction means for investorsAqua Capital is already an 11% owner of Energizer stock, so it is certainly eye-catching to see them continue to add to their position in the battery maker. While this is a positive sign, investors shouldn’t go racing to their brokers to buy the stock hand over fist.

Rather, investors should know that Energizer may be more of a “cigar butt” type of investment that may still have a “few puffs” left on it -- a notion popularized by Warren Buffett. Energizer spun off from Edgewell Personal Care (EPC +1.65%) in 2015 to become a debt-free, pure-play battery company, only to acquire Spectrum Brands’ (SPB 1.02%) battery and autocare businesses in 2019, heavily indebting and possibly “diworsifying” itself in the process.

That said, Energizer remains a cash-generating machine, trading at an EV/EBITDA ratio of just 6.6. Furthermore, it pays a well-funded 6% dividend yield, using less than half of its net income. Growing sales by 3% in its last quarter, while margins continued to improve following tariff instability, there are worse stocks out there than Energizer. However, investors should realize that this isn’t likely a buy-and-hold forever type of stock, but rather a shorter-term passive income option for investors who believe in management’s turnaround thesis.

Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Spectrum Brands. The Motley Fool has a disclosure policy.
2026-07-18 20:09 24d ago
2026-07-18 13:50 24d ago
Copart Director Daniel Englander Sells 80,000 Shares for $2.2 Million. Should Investors Sell Too, With the Stock Down 40%?
CPRT Copart
FMP Stock News
Original source text
Daniel J. Englander, Director at Copart, Inc. (CPRT 2.40%), reported a sale of 80,000 shares of common stock on July 13, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$2.2 millionShares sold (indirectly held)80,000Post-transaction shares (indirectly held)510,704Post-transaction value$14.02 millionTransaction value based on SEC Form 4 weighted average sale price ($27.55); post-transaction value based on July 13, 2026, market close ($27.45).

Key questionsWhat was the execution methodology for this trade?
The shares were sold in multiple transactions at prices ranging from $27.50 to $27.66. The reported price of $27.55 reflects the weighted average of these executions.What is the nature of the insider's remaining equity position?
Daniel J. Englander holds no shares directly. His remaining interest consists of ~511,000 shares held indirectly through Ursula Capital Partners, representing a 0.0552% ownership stake in the company.Are there any other notable changes in the entity's holdings?
In addition to the open-market sale, the filing disclosed that Ursula Capital Partners distributed 40,000 shares to its limited partners on July 13, 2026, though the insider himself was excluded from this distribution.What is the company's current market position?
Copart operates as a global provider of online vehicle auctions with a market capitalization of $25.5 billion as of the July 14, 2026, market close. The firm generated $4.6 billion in trailing twelve-month revenue and $1.6 billion in net income over the same period.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$27.61Market Capitalization$25.5 billionRevenue (TTM)$4.6 billionNet Income (TTM)$1.6 billionCompany SnapshotCopart operates a global online vehicle auction platform that enables buyers and sellers to transact vehicles through sophisticated virtual bidding technology, generating revenue from auction commissions, seller fees, and ancillary services across multiple international markets.The company's business model centers on providing comprehensive vehicle remarketing solutions that connect buyers and sellers in a digital marketplace, capturing transaction-based revenue while maintaining a capital-light operational structure.Copart serves a diverse customer base, including insurance companies, financial institutions, fleet operators, and individual vehicle owners across the United States, United Kingdom, Germany, Brazil, Canada, and the Middle East.Copart is a leading global provider of online vehicle auctions and remarketing services, with a market capitalization of $25.5 billion and TTM revenue of $4.6 billion. The company leverages proprietary digital infrastructure to facilitate vehicle transactions across 11 international markets, generating substantial net income of $1.6 billion on a TTM basis. With 11,600 employees globally, Copart maintains a competitive advantage through its scalable technology platform and established network of buyers and sellers, positioning itself as a critical infrastructure provider in the vehicle disposition and remarketing ecosystem.

What this transaction means for investorsEnglander’s 80,000-share sale doesn’t appear to be a needle-moving development for CPRT shareholders, as the director will still hold over 500,000 shares following the transaction. That said, the timing of the sale is unfortunate for Englander, as Copart is currently in the midst of a 40% drawdown over the last year.

However, following this decline, Copart is one of my favorite S&P 500 companies to buy on the dip right now. After unusually strong hurricane seasons artificially boosted the company’s sales figures in 2024 and 2025, Copart has struggled to sustain those results and has been punished heavily by the market. Sales and EPS in its most recent quarter only inched 2% higher. Now that former CEO Jay Adair is returning to the company as the top banana again, Copart looks to rebound from its current depressed state.

Home to the leading network of 250 salvage yards across North America, Copart is well-positioned to thrive over the longer term as total loss rates continue to soar, as insurers tend to increasingly balk at repairing the technology-dense components in today’s modern cars. Trading at just 17 times forward earnings -- despite averaging 15% annualized revenue growth over the last decade -- I think Copart looks like a compelling risk-reward proposition at today’s price.
2026-07-18 20:04 24d ago
2026-07-18 14:15 24d ago
Bill Ackman's New Closed-End Fund Trades 20% Below Its IPO Price. Is the Berkshire-Style Bet Broken?
PSHZF Pershing Square Holdings
FMP Stock News
Original source text
Berkshire Hathaway (BRKA 0.34%)(BRKB 0.42%) was a way for people to invest alongside CEO Warren Buffett. Buffett has retired, so the company is now run by Greg Abel, his hand-picked successor. Pershing Square USA (PSUS 2.96%) is a way for people to invest alongside another famous investor, Bill Ackman. But it isn't anything like Berkshire Hathaway. Here's what you need to know as you look at the discounted price of Pershing Square USA.

One dollar of investments for eighty cents? Berkshire Hathaway is an operating company, meaning that it owns and runs businesses. The list of businesses is huge, including insurance, utilities, railroads, and home builders, among others. It also owns stakes in publicly traded companies. The giant conglomerate is a very complex investment that provided a way to trade alongside famous investor Warren Buffett. Abel still has to prove himself as an investor, but he was trained by Buffett, so it is unlikely the company's approach will change dramatically.

Image source: Getty Images.

Seeing the success Buffett achieved, other famous investors have also introduced public vehicles. For example, Bill Ackman is building a Buffett-like business around Howard Hughes Holdings (HHH 2.40%). Like Berkshire Hathaway, Howard Hughes Holdings is an operating company, and it just bought an insurance business to mimic the Buffett formula. That said, the business is still a work in progress, as it has only just established the structure it hopes to capitalize on over the long term.

However, Ackman also created Pershing Square USA, a closed-end fund. It is a more direct way to invest alongside Bill Ackman. Like a mutual fund, a closed-end fund is a passthrough entity that owns a collection of stocks and/or bonds. The value of a mutual fund and a closed-end fund, the net asset value, is just the value of their investment portfolios. But a closed-end fund isn't a mutual fund or an operating company, so there are some important nuances to consider.

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Most notably, closed-end funds trade on the stock exchange based on supply and demand like a stock, but they also have a net asset value per share (NAV), like a mutual fund. NAV per share is the portfolio's value divided by the number of shares outstanding. Mutual funds are bought and sold at NAV at the end of each trading day from the fund's sponsor, so you never pay more or less than NAV. Closed-end funds issue a set number of shares when they hold their initial public offerings, so the share count doesn't change even though the value of the portfolio changes every day. The price of a closed-end fund and its NAV don't always match, and Pershing Square USA's current discount is around 20%. That means you can buy $1 worth of assets that Bill Ackman has selected for $0.80.

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Don't get too excited about the discount That sounds great, but closed-end funds often trade at discounts for long periods. Sometimes, closed-end funds can trade at a premium, but that's less common. If you buy Pershing Square USA, you are effectively giving Bill Ackman your money to run. He's a highly respected investor, so that's not necessarily a bad idea. But make sure that's what you want to do. A discount alone isn't the only reason you should be buying any closed-end fund.

However, if you do want to invest alongside Bill Ackman, you can do it at a deeply discounted price right now with Pershing Square USA. That could be an attractive option, perhaps even better than what you'd get from buying Ackman-run Howard Hughes Holdings. But Pershing Square USA is more like a mutual fund, even though it trades like a stock, than a Berkshire Hathaway clone. If you want Ackman's attempt at mimicking Berkshire Hathaway, you'll have to look to Howard Hughes Holdings.