Eli Lilly v 1. čtvrtletí 2026 zvýšila tržby o 56 % na 19,8 miliardy USD a upravený zisk na akcii vyskočil o 156 %. Růst táhla hlavně léčba GLP-1, zejména Mounjaro a Zepbound.
Eli Lilly (LLY 2.30%) is in a league of its own. It's the largest healthcare company in the world by market cap, with the No. 2 company (Johnson & Johnson (JNJ 0.82%)) barely over half as big. Lilly's shares have more than quintupled in value over the last five years.
But should you buy Eli Lilly stock now? Here's my honest take.
Image source: Getty Images.
Business is booming Make no mistake about it: Lilly's business is booming. The company's revenue soared 56% year over year in the first quarter of 2026 to $19.8 billion. Its adjusted earnings per share skyrocketed 156%.
Much of this growth is due to Lilly's GLP-1 franchise. Sales for Mounjaro, which is marketed in the U.S. for treating type 2 diabetes (T2D) and for both T2D and weight loss outside the U.S., jumped 125% year over year to $8.7 billion. Sales for Zepbound, the drug's U.S. brand for weight loss, increased 80% to nearly $4.2 billion.
Those numbers are so staggering that they make it easy to overlook Lilly's other success stories. For example, sales for eczema drug Ebglyss vaulted 141% higher in Q1 to $145 million. Another autoimmune disease drug, Omvoh, generated more than twice the sales in the latest quarter ($80 million) than it did in the prior year period. Blood cancer therapy Jaypirca's sales increased 79% year over year to $165 million.
Lilly recently won U.S. regulatory approval for its new GLP-1 pill, Foundayo. Analysts expect the drug to rake in full-year sales of around $1.6 billion. RBC Capital projects peak annual sales of a whopping $36 billion.
More good news could be on the way. Lilly's pipeline features 42 programs in late-stage clinical studies. The big drugmaker's buying spree, with the acquisitions of Ajax Therapeutics, Centessa Pharmaceuticals, 4E Therapeutics, and Kelonia Therapeutics, is further bolstering its pipeline.
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The bear case against Lilly Given all those positives, it might seem like buying Lilly's shares would be a no-brainer. However, there is a bear case against Lilly that investors shouldn't ignore.
Valuation stands at the top of the list. The big pharma stock trades at 33.4 times forward earnings. Its price-to-earnings-to-growth (PEG) ratio, which factors in analysts' earnings growth projections over the next five years, is 1.57. While that isn't a ridiculously high ratio, it suggests Lilly is still priced at a premium despite its robust growth prospects.
Another issue is that Lilly's fortunes hinge significantly on its GLP-1 drugs -- and competition is intensifying. Novo Nordisk (NVO +1.25%) has a new oral version of its weight-loss drug, Wegovy, on the market. The company's CagriSema, which is in late-stage testing, could challenge Lilly's Zepbound. Amgen (AMGN 0.02%), Pfizer (PFE 0.33%), Roche (RHHBY 0.23%), and Viking Therapeutics (VKTX 5.37%) also all have promising weight-loss therapies in development.
In the meantime, Lilly has been forced to slash Mounjaro prices in China. The company cut prices to secure inclusion in China's state-run health insurance program. Speaking of China, the U.S. House of Representatives Select Committee on China is investigating Lilly's clinical drug trials in the country. In particular, the committee is concerned about Lilly's efforts involving Chinese military hospitals and in the Xinjiang region, where the Chinese Communist Party is accused of conducting a genocide of Uyghur Muslims.
To buy or not to buy? So, should you buy Eli Lilly stock? I have a nuanced answer.
Lilly is, without question, one of the world's best pharmaceutical companies. It's a leader in multiple markets, notably the weight-loss market, which could reach $150 billion by 2035. Despite its premium valuation and other risks, I think that this stock is a good pick for long-term investors.
However, I suspect Lilly's share price could pull back further, creating an even better buying opportunity. That's what has happened several times in the past when the stock hit a record high.
I could be wrong, though. Perhaps the best approach is to buy a partial position in Lily and add to it later (perhaps after the company reports its second-quarter results on July 30, 2026). With a long-term growth trajectory like Lilly's, easing into a full stake could be a profitable strategy.
Palo Alto Networks ve fiskálním 3. čtvrtletí zvýšila tržby meziročně o 31 % a ARR z next-generation security vzrostl o 60 % na 8,1 miliardy USD. Akcie jsou ale po letošním růstu téměř o 80 % vysoko oceněné.
Cybersecurity has been important for years, but its significance is about to expand thanks to artificial intelligence. Every AI model, chatbot, and physical AI requires digital safeguards to deter hackers. Furthermore, hackers are using AI to penetrate more systems, creating the need for larger cybersecurity budgets.
This core thesis is part of the reason why Palo Alto Networks (PANW 3.67%) has surged by almost 80% year-to-date. While the pieces are coming together for sustained revenue growth, the current rally may be a bit overdone.
Image source: Getty Images.
Investors can already see the impact of AI Palo Alto Networks' fiscal 2026 third-quarter results pointed to meaningful revenue acceleration. Total sales increased by 31% year over year, compared to a 15% year-over-year increase in the previous quarter.
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Recent acquisitions of CyberArk and Chronosphere contributed to elevated growth rates, but Palo Alto Networks' underlying business still exhibited more growth than usual. Its annual recurring revenue (ARR) from next-generation security was up by 60% year over year. The total ARR reached $8.1 billion, with $1.6 billion of that coming from the acquisitions.
Guidance implied $3.35 billion in fiscal 2026 Q4 revenue, which would be an 11.7% sequential growth rate. Year-over-year growth rates are more attractive, but sequential growth rates factor in the recent acquisitions. Palo Alto Networks also expects to close out the year with up to $8.95 billion in ARR from next-generation security solutions, guidance that offers meaningful revenue visibility.
The valuation is hard to justify Palo Alto Networks has flipped the switch and is firmly back to being a growth stock. The period of gradually decelerating revenue growth rates appears to be over, but a high valuation still looms over the company.
Every key valuation metric you can consider leaves a bit to be desired. A P/E ratio just above 300 leaves very little room for error, and a PEG ratio that's approaching 6 also indicates the stock is overvalued. The company's price-to-sales ratio has almost doubled over the past few months and currently sits at 24 times sales.
Artificial intelligence is a multiyear tailwind that should propel Palo Alto Networks' revenue and profits. However, a lot of that success has already been priced into the stock at current levels. The cybersecurity stock recently endured a 10% dip, so more investors are noticing the high valuation.
Still, the stock is worth monitoring. Dips are valuable buying opportunities for patient investors. It's hard to question Palo Alto Networks' fundamental growth and its positioning amid a big tailwind, but the valuation needs some work.
Goldman Sachs snížila šestiměsíční i dvanáctiměsíční výhled pro EUR/USD na 1,12 z předchozích 1,18 a 1,20. Banka čeká, že dolar zůstane vůči euru silnější.
The Euro to Dollar (EUR/USD) exchange rate is trading around 1.1415 after losing more than 2% during June and struggling to build a sustained recovery in July.
Goldman Sachs has lowered its six- and 12-month EUR/USD forecasts to 1.12, compared with previous targets of 1.18 and 1.20 respectively.
The bank expects a divided US Dollar environment, with the Greenback likely to strengthen further against lower-yielding currencies such as the Euro while losing ground against selected higher-carry currencies.
According to Goldman Sachs, the forecast revisions reflect an “ongoing divided Dollar environment” rather than an expectation of uniform Dollar gains across the foreign exchange market.
The bank expects US interest rates to remain at 3.50-3.75% for the rest of 2026, while resilient economic growth and persistent inflation should keep US yields relatively attractive.
Goldman Sachs forecasts US growth of 2.0% in 2026 and expects core PCE inflation to end the year at 3.0%, reducing the case for rapid Federal Reserve easing.
These conditions should continue to favour the Dollar against the Euro, with Goldman Sachs now expecting EUR/USD to fall towards 1.12 over both the six- and 12-month horizons.
Ford maskuje chystaný elektrický pickup za 30 000 USD jako reklamu: QR kód na karoserii vede na stránku s ukázkami testování a vývoje. Model má dorazit k zákazníkům příští rok.
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Ford's all-important EV pickup truck has donned camouflage during public outings. The sneaky attire includes a QR for a hidden website landing page. Ford Ford has been camouflaging its coming $30,000 EV pickup during public testing. Turns out, the going-out attire is intentionally revealing.
Photos and videos of the disguised truck have circulated widely online in recent weeks. And some of Ford's wraps have obscured the truck's body lines with a jumble of dogs, sailboats, soccer balls, heart emojis — and tiny QR codes.
Scanning one sends curious onlookers to an official Ford webpage that declares, "Congrats, You Spotted a Unicorn." There, the automaker shows clearer footage of the pickup undergoing snow testing and moving through production, while inviting visitors to sign up for updates.
"Chances are, you saw something on the road that piqued your interest, and you're here because you're curious," Alan Clarke, Ford's vice president of advanced development projects, says in a video at the top of the site. "This website will be your exclusive insight into our progress."
The camouflage is doing two jobs at once: concealing the big-bet truck's final shape and helping Ford build an audience before it officially pulls back the covers.
An EV recharge
Ford discontinued the all-electric F-150 Lightning after sales never reached the company's 150,000 unit-per-year goal. Scott Olson/Getty Images There is plenty riding on the truck underneath.
The so-far unnamed EV (though rumors and patent applications suggest Ford may be resurrecting the Ranchero nameplate) is scheduled to reach customers next year. It's a big reset for the legendary automaker.
Around 2020, Ford had high hopes for its first generation of mass-market EVs, including the F-150 Lightning, a full-size electric pickup that started at mid-$50,000. Ahead of its launch, Ford touted nearly 200,000 reservations and set a goal of eventually building 150,000 electric trucks a year.
Sales peaked in 2024 at 33,510 vehicles, falling far short of Ford's early ambitions. The automaker ended production of the original Lightning in late 2025 and recorded $19.5 billion in charges tied to its broader EV restructuring.
As its initial EV plans faltered, Ford assembled a roughly 350-person California skunkworks team led by Clarke to develop a cheaper and more efficient generation of electric vehicles, called the universal EV platform. The group focused on faster manufacturing, more aerodynamic designs, and dramatically fewer parts.
The camouflaged pickup will be the first test of that strategy. Ford says it can build up to eight different vehicles on the same battery infrastructure.
A tricky EV market with new contenders
Ford's EV comes as it tries to ward off Chinese EV-makers. Other American startups, like the Slate Truck pictured above, are entering the fray as well. Ben Shimkus/Business Insider Ford's lower-cost EV push is taking shape as a new crop of challengers reaches the US market.
Slate, a Jeff Bezos-backed startup, told Business Insider that the first units of its $24,950 electric pickup will reach customers this year. Fiat has also brought the sub-$15,000 Topolino to the US, although the tiny EV is closer to a golf cart than a daily driver.
And the greatest threat may be overseas.
BYD became the world's largest seller of battery-electric vehicles last year, reaffirming the pressure Chinese automakers are placing on established car companies. Ford CEO Jim Farley has repeatedly praised Chinese EVs for their technology, affordability, and build quality.
When Ford unveiled its Universal EV Platform in 2025, Farley framed the project as a response to competitors attacking the industry from several directions.
"We knew that the Chinese would be the major player for us globally, companies like BYD, new startups from around the world," he said in 2025. "Big technology has their ambition in the auto space. They're all coming for us, legacy automotive companies."
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Ben Shimkus You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Ben Shimkus is a reporter for the Business News desk. He writes about cars, transportation, retail, and jobs. Ben's reporting has appeared in Rolling Stone, The Verge, Automotive News, USA Today, AutoBody News, LGBTQ Nation, TopSpeed, and Out Magazine. He's also held staff writing positions at The U.S. Sun and the Daily Mail. He graduated from NYU with a Master's in journalism in 2024. Email Ben at [email protected] or message him privately on Signal at bshimkus.41.
Micron uvedl, že humanoidní roboti mohou být pro firmu větší příležitost než datová centra s AI. CEO Sanjay Mehrotra očekává „udržitelný, výrazný vícegenerační cyklus poptávky po pamětech“ v pozdější části této dekády.
Micron Technology (MU 1.05%) has emerged as one of the top AI stocks. It's up by more than 700% over the past year, thanks to strong demand for its memory and storage products from AI data centers. Those facilities need huge volumes of Micron's chips to efficiently handle AI workloads, but a new wave of products may need such chips even more.
During the company's fiscal 2026 third-quarter call on June 24, CEO Sanjay Mehrotra told investors that humanoid robots are a much more promising opportunity for Micron than AI data centers. That may sound hard to believe right now, especially since Micron more than quadrupled its revenue year over year thanks to data center sales. However, the premise is worth exploring.
Image source: Getty Images.
A multi-decade memory demand cycle Some investors have shied away from the semiconductor trade due to the industry's cyclical history. The general concept is that at various points, rising demand for a particular type of chip leads to a shortage, which drives prices up.
The chipmakers supplying those products book higher profits, but they also rush to boost their production capacity so that they can sell as many of those chips as possible. "Rush," however, is relative. It can take a couple of years to get new chip fabrication facilities online.
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Eventually, more supply arrives, cutting into chipmakers' pricing power. Then, frequently, total demand slides, and the chipmakers are stuck with inventory gluts. But they have to get rid of their older models to make room for new chips with better technological features. The solution is price cutting, which results in further reduced revenues and even tighter margins.
Memory chips in particular have been subject to these cycles, as the technology has largely been commoditized. There's not an enormous amount of variation between the products made by Micron and its peers.
Bullish investors view Micron as being in the middle of a multiyear up cycle driven by artificial intelligence. However, Mehrotra took it a step further during the fiscal 2026 third-quarter earnings call. He predicted a "sustained, substantial multidecade memory demand cycle" that will begin in "the latter part of this decade."
This cycle hasn't even started yet, and it's supposed to be bigger than the one that's being powered by AI data center demand. And that forecast came from Mehrotra right after his company broke records and crushed its already ambitious guidance.
Why robots? Mehrotra also notified investors that AI infrastructure is accelerating the path to physical AI. That's a large category that includes humanoid robots. Tesla (TSLA +0.22%) has also been teasing its Optimus robots for a while, and is getting closer to commercializing them.
When mass production of those devices actually happens, it will be a substantial tailwind for Micron. The company said humanoid robots will carry 10 times the memory of the average L2+ vehicle. (L2+ is just an auto industry insiders' term for vehicles with enhanced advanced driver assistance systems.)
The supply shortages in the memory market will get worse if demand continues to accelerate. Micron will have a vast runway to sell chips at nosebleed margins. Barclays expects the market for humanoid robots to reach $200 billion in less than 10 years, while well-known tech bull Dan Ives of Wedbush Securities anticipates the industry will be worth trillions of dollars over the course of the next decade.
Investors don't have to guess which robotics company will win that race when they can buy a chipmaker whose products will be integral to the majority of humanoid robots. That's the pitch from Micron, and it's a pretty good one.
Alex Karp z Palantiru kritizoval tokenový model OpenAI a Anthropic a tvrdil, že firmy chtějí spíš kontrolu nad výpočetním výkonem, modely i daty. Akcie Palantiru ten den vzrostly o 8 %.
Palantir CEO Alex Karp used a July 1 appearance on CNBC’s Squawk Box to criticize the closed-model AI economy. He told viewers that when it comes to OpenAI and Anthropic, all is not well inside the AI boom. “I’m not throwing shade at them, but something has gone completely wrong.” Shares of Palantir (NASDAQ:PLTR | PLTR Price Prediction) rose 8% that day as Karp reframed the AI debate around token economics and data ownership.
The Quote That Moved the Stock Karp’s argument was that businesses are exhausted by paying for tokens. As he put it: “The basic view among enterprises in this country is I’m going to chillax and waste my time with tokens.” According to CNBC’s Samantha Subin, Karp took aim at the token model used by OpenAI and Anthropic as AI costs skyrocket. He further argued customers are shifting away from “tokenmaxxing” toward ROI and open-weight models that deliver similar work at a fraction of the cost.
Ahead of the interview, Palantir posted a 9-point “AI sovereignty” manifesto on X. Earlier that week, the company expanded its partnership with Nvidia (Nasdaq: NVDA) to build custom models for U.S. government agencies. Karp’s framing of that alliance was revealing: “What aligns me with Nvidia, and I think is what the technical customers want, which is control over their compute, their models, their data stack and their alpha. They want to know they own the means of production. It’s not being transferred to someone else.”
The Numbers Backing the Swagger Karp speaks from strength. Palantir’s Q1 FY2026 report showed record revenue of $1.63 billion, up 84.7% year over year, the highest growth rate in company history. U.S. commercial revenue jumped 133% to $595 million, and adjusted operating margin expanded to 60% from 44%. Karp put it this way on the call: “Palantir’s Rule of 40 score has soared to 145%. We have shattered the metric, a feat matched only by other fellow AI infrastructure companies: NVIDIA, Micron and SK hynix.” Management raised annual revenue guidance to 71% growth, 10 points ahead of the prior quarter’s forecast. Shares of NVIDIA (NASDAQ:NVDA), Karp’s partner in the sovereignty pitch, are up 13.1% year to date.
Token-cost fatigue is showing across businesses: Uber (NYSE:UBER) has reportedly capped employee spending at $1,500 per month for each agentic coding tool, including Claude Code and Cursor, after blowing through its AI budget in four months. For readers tracking the picks-and-shovels layer of this shift, our team’s AI infrastructure research maps the suppliers benefiting most.
The Disconnect and the Bear Case Palantir shares closed at $126.79 on July 10. The stock is down 28.67% year to date, even as operations accelerate. The stock trades at a forward P/E near 91, and Michael Burry’s Scion Asset Management disclosed a new put position tied to 5,000,000 Palantir shares in its Q3 2025 13F filed November 3, 2025, an underlying notional of about $912 million. 13Fs don’t disclose strikes, expirations, or whether the position is still open.
What to watch: whether the “own the means of production” pitch keeps pulling U.S. commercial customers. Palantir’s U.S. commercial remaining deal value (RDV), a measure of contracted business still left to recognize, reached $4.92 billion in the latest quarter, up 112% from a year earlier.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Palantir didn't make the cut. Grab the names FREE today.
Hyperliquid spustila obchodování futures na meme coin CASHCAT na Robinhood Chain s pákou až 3x. Po zalistování se objevil i velrybí short na 1,11 milionu CASHCAT.
Hyperliquid announces the launch of contract trading for the meme coin CASHCAT on Robinhood Chain, with support for up to 3x leverage.
Relevant content
A whale shorted 1.11 million CASHCAT tokens on Hyperliquid.
According to monitoring by Onchain Lens, a whale deposited approximately $450,000 into Hyperliquid. Within one hour of CASHCAT’s listing on Hyperliquid, the whale shorted 1.11 million CASHCAT tokens with 3x leverage, valued at $222,200. The entry price was $0.195336, liquidation price $0.531304, resulting in an unrealized loss of $4,400.
Per GMGN market data, CASHCAT, a meme coin on Robinhood Chain, briefly hit an all-time high in market capitalization, currently trading at $200 million with an intraday increase of over 20%. Meme coins are highly volatile, so investors should exercise caution regarding associated risks.
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The White House confirms Trump has 'emptied' the U.S. Election Assistance Commission.
The White House confirmed on the 10th that U.S. President Donald Trump has removed two incumbent members of the U.S. Election Assistance Commission from their posts. In a statement sent to media on the same day, the White House said the president "reserves the right to remove relevant personnel who may not be fully committed to safeguarding U.S. election security and ensuring every legal vote is counted." The statement did not give a specific reason for Trump's move. However, U.S. media reported that the Election Assistance Commission had rejected an executive order signed by Trump, which required voters to provide proof of U.S. citizenship on the national voter registration form. (Xinhua News Agency)
11 minutes ago
A crypto whale shorted Ethereum (ETH) with 25x leverage, holding a position worth $12.43 million.
According to Onchain Lens monitoring, a whale deposited approximately $500,000 into Hyperliquid to open a short position of 6,914 ETH (valued at $12.43 million) with 25x leverage. The entry price was $1,790.36, liquidation price stands at $1,825.58. The position currently has an unrealized loss of around $50,700, with only a 1.55% gap to liquidation.
11 minutes ago
A trader has earned more than $1 million in profits on CASHCAT, achieving a staggering return of up to 1183 times.
According to Lookonchain monitoring, a trader has reaped over $1 million in profits from CASHCAT. The trader spent 0.49 ETH (valued at $838) to purchase 15.04 million CASHCAT tokens, then sold them for 580 ETH (worth $1.04 million), generating a profit of over $1 million (a 1183x return). Had the trader held the tokens until now, the profit would have reached $2.9 million.
11 minutes ago
A crypto whale bought the dip, acquiring 14,007 ETH valued at approximately $25.18 million.
According to monitoring by OnchainLens, a whale purchased 14,007 ETH at an average price of $1,798, with a total value of approximately $25.1 million.
Rocket Lab vyvinula pro raketu Neutron nový „Hungry Hippo“ kryt užitečného nákladu, který se po vypuštění otevře a znovu zavře, místo aby se odhazoval. Firma tvrdí, že to má snížit náklady a zlepšit nosnost, první start je ale stále plánován až na konec roku 2026.
Reusable rockets are no longer a novelty, but there is still one piece of almost every launch that gets thrown away: the payload fairing, or the protective nose cone that shields the cargo on the way up. Rocket Lab (RKLB 1.96%) thinks it has solved that problem, and the solution has an unforgettable name.
Image source: Getty Images.
How the "Hungry Hippo" fairing works On most rockets, the fairing splits into two halves and falls away during ascent, tumbling toward the ocean. Even the companies that recover fairings have to fish them out of the water and refurbish them.
Rocket Lab's approach, built for its upcoming medium-lift Neutron rocket, is different. The two fairing halves are hinged to the top of the first stage and never detach. Once the rocket climbs high enough, the halves swing open like a set of jaws -- the reason engineers nicknamed it the Hungry Hippo -- release the second stage and payload, then snap shut again in about 1.5 seconds.
Because the fairing stays attached, it rides back down to Earth with the first stage instead of being discarded. Rocket Lab qualified the design in testing and has been conducting final checks ahead of Neutron's debut.
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Why this technology matters The appeal is economic. The fairing and the top of the rocket are among the most expensive structures on the vehicle, so recovering them in one piece with the booster removes a cost that rivals either eating or working hard to reclaim. It also simplifies the whole recovery process, which is the key to launching often and at low cost.
There is a second, subtler benefit. Because the second stage is tucked inside the fairing and shielded from wind and heat during ascent, it can be built lighter. A lighter upper stage can carry more payload to orbit, so the captive fairing improves both performance and reuse. Neutron is designed to lift 13,000 kilograms into low Earth orbit, powered by nine of Rocket Lab's own methane-fueled Archimedes engines.
The catch is that none of this has flown yet. Neutron's first launch has slipped several times and is now targeted for late 2026. A first-stage tank ruptured during a pressure test earlier this year, prompting a manufacturing change. A clever fairing means little until the rocket reaches orbit and the stage returns intact. Rocket Lab also remains unprofitable while funding this work.
The Hungry Hippo is a genuinely original idea, and if it works, it could make Neutron cheaper to reuse than partially reusable rivals like Space Exploration Technologies. But "if it works" is doing the heavy lifting here. The technology is worth watching, and the moment to watch for is Neutron's first flight and recovery, the real test of whether this design changes the game or just the vocabulary.
Tether podle EmberCN poslal z rezervní adresy na Binance testovací transakci 4 BTC za zhruba 250 000 USD. Zároveň se po konci Q2 zatím neobjevily nové on-chain vklady BTC.
According to monitoring by EmberCN, Tether allocates 15% of its quarterly profits to its Bitcoin reserve address. Approximately 5 hours ago, this address made a test transfer of 4 BTC to Binance, valued at roughly $250,000. EmberCN stated that this same address previously transferred 204.3 BTC to Bitfinex a month ago, worth approximately $14.36 million at the time, when Bitcoin’s price stood at around $70,000. It remains unclear whether these assets have been sold. Additionally, Tether appears to have not yet completed the on-chain withdrawal of new Bitcoin for Q2 2026. Per its usual practice, Tether typically transfers BTC purchased in the quarter to its reserve address on the last day of each quarter. However, more than 10 days have elapsed since the end of Q2, and no new Bitcoin deposits to this reserve address have been observed on-chain, sparking market concerns over whether it has adjusted its Bitcoin accumulation pace.
Relevant content
A whale shorted 1.11 million CASHCAT tokens on Hyperliquid.
According to monitoring by Onchain Lens, a whale deposited approximately $450,000 into Hyperliquid. Within one hour of CASHCAT’s listing on Hyperliquid, the whale shorted 1.11 million CASHCAT tokens with 3x leverage, valued at $222,200. The entry price was $0.195336, liquidation price $0.531304, resulting in an unrealized loss of $4,400.
Per GMGN market data, CASHCAT, a meme coin on Robinhood Chain, briefly hit an all-time high in market capitalization, currently trading at $200 million with an intraday increase of over 20%. Meme coins are highly volatile, so investors should exercise caution regarding associated risks.
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The White House confirms Trump has 'emptied' the U.S. Election Assistance Commission.
The White House confirmed on the 10th that U.S. President Donald Trump has removed two incumbent members of the U.S. Election Assistance Commission from their posts. In a statement sent to media on the same day, the White House said the president "reserves the right to remove relevant personnel who may not be fully committed to safeguarding U.S. election security and ensuring every legal vote is counted." The statement did not give a specific reason for Trump's move. However, U.S. media reported that the Election Assistance Commission had rejected an executive order signed by Trump, which required voters to provide proof of U.S. citizenship on the national voter registration form. (Xinhua News Agency)
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Hyperliquid launches CASHCAT futures trading, supporting up to 3x leverage.
Hyperliquid announces the launch of contract trading for the meme coin CASHCAT on Robinhood Chain, with support for up to 3x leverage.
2 minutes ago
A crypto whale shorted Ethereum (ETH) with 25x leverage, holding a position worth $12.43 million.
According to Onchain Lens monitoring, a whale deposited approximately $500,000 into Hyperliquid to open a short position of 6,914 ETH (valued at $12.43 million) with 25x leverage. The entry price was $1,790.36, liquidation price stands at $1,825.58. The position currently has an unrealized loss of around $50,700, with only a 1.55% gap to liquidation.
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A trader has earned more than $1 million in profits on CASHCAT, achieving a staggering return of up to 1183 times.
According to Lookonchain monitoring, a trader has reaped over $1 million in profits from CASHCAT. The trader spent 0.49 ETH (valued at $838) to purchase 15.04 million CASHCAT tokens, then sold them for 580 ETH (worth $1.04 million), generating a profit of over $1 million (a 1183x return). Had the trader held the tokens until now, the profit would have reached $2.9 million.
Spotové Bitcoin ETF v USA zaznamenaly 12. června příliv zhruba 86 milionů USD po více než 1,67 miliardy USD čistých odlivů. BlackRockův IBIT přilákal asi 57,7 milionu USD.
After weeks of watching money walk out the door, US spot Bitcoin ETFs finally caught a break. On June 12, roughly $86 million flowed back into the funds, with BlackRock’s iShares Bitcoin Trust (IBIT) doing most of the heavy lifting.
IBIT alone pulled in approximately $57.7 million of that total, accounting for nearly two-thirds of the day’s inflows. In Bitcoin terms, the collective haul translated to about 1,350 BTC purchased across all spot ETFs, with IBIT responsible for roughly 907 of those coins.
The $86 million came after a stretch of more than $1.67 billion in net outflows from Bitcoin ETFs.
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BlackRock’s growing Bitcoin empire IBIT isn’t just the biggest Bitcoin ETF. The fund now holds over $46 billion in assets under management.
BlackRock recently launched BITA, a Bitcoin Income ETF designed to generate yield from Bitcoin exposure.
What this means for investors The single-day inflow reversal carries a few implications worth unpacking for anyone with skin in the Bitcoin game.
First, institutional demand hasn’t evaporated. BlackRock’s $57.7 million purchase on a single day suggests otherwise.
Third, BlackRock’s expansion into yield-generating Bitcoin products like BITA signals that the firm is building infrastructure for long-term holders, not just speculators chasing momentum.
One green day doesn’t constitute a trend reversal. A single $86 million inflow following $1.67 billion in outflows is encouraging but mathematically modest. That’s about 5% of the outflow recouped in a day.
IBIT’s dominance in capturing nearly two-thirds of the day’s inflows suggests that capital is consolidating around the BlackRock brand.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Americké spotové Bitcoin ETF 10. července přilákaly čistý příliv 90,4 milionu USD a Ethereum ETF přidaly 18,4 milionu USD. Po červnovém odlivu se tak kapitál vrací do regulovaných krypto produktů.
US spot Bitcoin ETFs pulled in $90.4 million in net inflows on July 10, while their Ethereum counterparts added $18.4 million. That translates to roughly 1,791 BTC and 10,550 ETH worth of fresh capital flowing into regulated crypto investment products in a single day.
The recovery after a record-breaking exodus June 2026 set an unwelcome record: approximately $4 billion in net outflows from US spot Bitcoin ETFs. That’s the largest monthly withdrawal since these products launched in January 2024.
A 10-day consecutive outflow streak from Bitcoin ETFs finally snapped on July 2, after hemorrhaging a cumulative $2.73 billion during that stretch alone.
Earlier in the month, Bitcoin ETFs recorded a single-day inflow of $265.7 million, driven primarily by BlackRock’s IBIT. The $90.4 million on July 10 is more subdued, but it reinforces the narrative that capital is rotating back in rather than continuing to flee.
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Who’s winning the ETF fee war BlackRock’s IBIT and Fidelity’s FBTC continue to dominate inflows on the Bitcoin side. On the Ethereum front, BlackRock’s ETHA and Fidelity’s FETH have carved out similar positions.
Grayscale’s higher-fee products have faced persistent outflows as investors migrate to cheaper alternatives. Grayscale’s Bitcoin Trust, which converted from a closed-end fund, carried significantly higher fees than competitors who entered the market with aggressive pricing, resulting in a steady asset transfer from Grayscale to BlackRock and Fidelity.
Since spot Bitcoin ETFs launched in January 2024, total net inflows have surpassed $50 billion, reaching approximately $51.3 billion by July 2026.
Macro backdrop and what’s driving sentiment Bitcoin prices have been hovering between $56,000 and $64,000 in early July. Easing inflation expectations have provided some tailwinds for risk assets broadly, and crypto ETFs appear to be catching that breeze.
The $18.4 million flowing into Ethereum ETFs is notable because Ethereum ETFs have historically struggled to match Bitcoin’s momentum in attracting capital. The fact that both products are seeing positive flows simultaneously suggests the recovery isn’t limited to Bitcoin; it’s a broader re-engagement with crypto as an asset class.
What this means for investors For investors watching the competitive landscape, the continued dominance of BlackRock and Fidelity products is worth tracking. The earlier $265.7 million inflow day in July shows the capacity for larger moves when conditions align.
A $4 billion monthly outflow in June demonstrates how quickly sentiment can reverse. With Bitcoin trading between $56,000 and $64,000, investors should watch whether the July inflow trend accelerates or fizzles. If daily inflows consistently stay positive and gradually increase, it would mark a meaningful shift in the institutional positioning that drove the June selloff.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Cardano za posledních sedm dní zaznamenalo 233 commitů a patřilo mezi nejaktivnější projekty Layer-1. Cardano Foundation zároveň připravuje nové otevřené fórum pro správu sítě.
Cardano has emerged as one of the most active networks in blockchain development, recording 233 GitHub code commits over the past seven days. This activity placed Cardano among the leading Layer-1 projects according to data from Token Terminal, which showed that the network accounted for approximately 6.2% of all code contributions across Layer-1 blockchains, a segment that gathered a total of 3,700 commits during this period.
Rising Developer Activity and Ecosystem GrowthEverstake, a prominent staking service provider, recognized Cardano as having one of the most stable foundations in the cryptocurrency sector. The company highlighted increasing engagement from developers, improved project metrics, and sustained ecosystem expansion as factors that could push Cardano back into the ranking of the world’s top ten cryptocurrencies by market capitalization.
Despite Cardano’s smaller market cap compared to some major competitors, the project continues to maintain strong interest from the developer community. Such activity is seen as a significant indicator of potential network growth and innovation.
Ongoing developer engagement, ecosystem expansion, and improved on-chain metrics may support Cardano’s efforts to reclaim a spot among the top ten digital assets.
Analysis of weekly activity showed that Cardano’s development efforts were not uniformly distributed. The number of code commits began relatively high on July 2, tapered to a low point by July 4, then rose sharply to reach the week’s peak on July 6 before leveling off. This pattern of fluctuations corresponds with open-source development cycles, where activity often varies depending on scheduled releases and coordinated team efforts.
Notably, despite these mid-week dips, the network’s daily commits did not fall below previous weekly lows, highlighting persistent developer commitment. Similar trends were also observed in other leading Layer-1 blockchain networks during the week.
BlockchainWeekly Code CommitsShare of Total (%)Cardano2336.2Other Layer-1s (aggregate)3,46793.8Total3,700100Cardano Foundation Advances Governance InitiativesBeyond development statistics, Cardano has been advancing its governance structure. The Cardano Foundation, a non-profit supporting the Cardano protocol, is developing an open, off-chain discussion forum to encourage better collaboration among governance participants. This initiative follows the adoption of the Cardano Constitution, scheduled for implementation in February 2025.
Foundation representatives described the importance of building a transparent and inclusive platform that allows verified users to interact through identity credentials tied to on-chain data. Features under consideration include independent moderation, publicly accessible communication channels, and compliance with open standards for interoperability.
The proposed forum would support separate spaces for ADA token holders, Delegated Representatives (DReps), proposal authors, and committee members. Optional user profiles could include individuals’ voting records and declared governance interests, aiming to improve transparency and stakeholder engagement.
The foundation suggested that selecting the platform for this forum could be achieved via on-chain voting, reflecting Cardano’s ongoing move toward decentralized decision-making and active community involvement.
Mini dictionary: Cardano Foundation, a nonprofit organization dedicated to supporting the Cardano blockchain ecosystem, facilitates sustainable development, governance initiatives, and educational programs to foster ecosystem growth.
Cardano’s governance system continues to evolve as the foundation explores new platforms for community discussion and transparent voting, aiming for a more advanced phase of decentralized oversight.
Disclaimer: The information contained in this article does not constitute investment advice. Investors should be aware that cryptocurrencies carry high volatility and therefore risk, and should conduct their own research.
Velcí držitelé SHIB už osmý den po sobě stahují tokeny z burz do cold peněženek, čímž dál snižují nabídku k okamžitému prodeji. CryptoQuant uvádí, že čistý odtok je rekordně záporný od 3. července.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
Large Shiba Inu coin holders have staged a systematic exodus from exchanges, moving tokens into long-term storage. According to analytics platform CryptoQuant, SHIB's net flow on trading platforms has remained negative for a record eight consecutive days since July 3.
So-called smart money, which controls up to 94.5% of the token's supply, has reduced selling and withdrawn hundreds of billions of tokens to "cold" wallets over this period.
The movement of tokens over the past 24 hours is reflected in the following metrics:
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Massive outflow: 226.3 billion SHIB left exchange accounts for private addresses.Modest inflow: Around 131 billion SHIB was deposited on trading platforms for potential sale.Net deficit: Exchange order books lost a net 95.35 billion SHIB in just one day.Reserves near the bottom: Total SHIB holdings on centralized platforms fell to 86.69 trillion tokens.The meme coin's price stabilized near $0.00000438 as exchange supply continued to decline. SHIB has gained approximately 4.12% since the beginning of July, but it remains trapped in a narrow range after a difficult June, when the asset lost 24%.
Large transfers slow, but reserves keep fallingThe seven-day average number of SHIB deposits to exchanges fell by 69%, while the equivalent figure for withdrawals declined by 78%. This means overall large-transfer activity weakened significantly compared with the previous week.
At the same time, the negative netflow shows that exchange reserves continue to shrink despite the lower number of transactions. The amount of SHIB available for immediate sale on centralized platforms is gradually decreasing.
Shiba Inu (SHIB) exchange netflow since July 3 2026, Source: CryptoQuant You Might Also Like
One important detail is that token withdrawals alone do not prove that all transfers are related to accumulation. Some of the activity may involve funds being redistributed between custodial wallets, internal exchange operations, or changes in storage structure.
What this means for the SHIB priceA decline in exchange supply could reduce potential selling pressure. If demand begins to rise, the smaller amount of available tokens may amplify the price response to new buying activity.
However, the eight-day outflow streak does not yet confirm the beginning of a new uptrend. Trading activity and the number of large transfers are declining alongside exchange reserves, meaning the market will need stronger spot volume to break out of the current consolidation range.
In the coming days, the main indicators for the Shiba Inu coin will be exchange reserves, daily netflow, and trading volume. Continued withdrawals combined with stronger buying activity would provide more reliable confirmation of a shift in the market balance than negative netflow alone.
Oficiální účet Shiba Inu na X se 3,8 milionu sledujících začal nečekaně propagovat nízkokapové meme coiny a launchpad místo vlastního ekosystému. Zatím není jasné, zda jde o dohodu, zneužití účtu, nebo kompromitaci.
Cover image via depositphotos.com Disclaimer: The opinions expressed by our writers are their own and do not represent the views of U.Today. The financial and market information provided on U.Today is intended for informational purposes only. U.Today is not liable for any financial losses incurred while trading cryptocurrencies. Conduct your own research by contacting financial experts before making any investment decisions. We believe that all content is accurate as of the date of publication, but certain offers mentioned may no longer be available.
The official Shiba Inu (SHIB) token account on X, which has an audience of 3.8 million followers, has suddenly shifted away from its usual focus. Instead of covering the SHIB token and the development of its own ecosystem, the project's media infrastructure has begun actively promoting third-party meme tokens with extremely low market capitalizations.
Two unusual posts appeared on the profile one after another. In a reply beneath another account's post, the Shiba Inu account left a brief comment openly claiming that a new, little-known frog-themed token was superior to PEPE, a genuinely major project. The post it replied to included the micro-token's smart contract address.
Official X account of Shiba Inu (SHIB) cryptocurrency project, Source: XShortly afterward, another promotional reply appeared on the account, this time supporting a third-party meme coin launchpad and its native token. The publication was presented in SHIB's signature style, including grandiose slogans about a "mission to save meme culture" and emojis.
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The attention economy and three possible scenariosAmid fierce competition for liquidity, particularly during the summer slump, the entire crypto industry operates according to the rules of the attention economy. Major projects usually try to keep their audience focused on their own products rather than direct valuable traffic toward third-party assets, especially competing meme tokens.
The promotion of micro-cap assets to an audience of 3.8 million followers by a multibillion-dollar giant appears highly unusual and fits three possible scenarios:
Because this third-party launchpad has appeared in Shiba Inu's feed more than once, the publications may be part of an official commercial agreement. However, this raises the question of why the account's management would deliberately dilute its community's attention to promote highly speculative assets.It is also possible that individual SHIB developers or managers with access to the main account decided to monetize the project's enormous audience for personal gain.The possibility of an account compromise also cannot be ruled out. Publishing contract addresses in replies and encouraging users to buy new tokens are classic warning signs of a hacker attack. You Might Also Like
At the time of publication, official ecosystem representatives, including lead developer Shytoshi Kusama, had not commented on the situation. Until the context of these publications is clarified, SHIB investors and holders should exercise extreme caution and avoid rushing to follow links posted through the project's account.
Injective spustila sekci Institutional Infrastructure, která má podnikům usnadnit piloty, tokenizaci aktiv a nasazení kapitálu v řízených onchain prostředích. Platforma zdůrazňuje soulad s KYC/AML pravidly, kontrolovaný přístup a custody přes BitGo a Fireblocks.
Injective has launched a dedicated Institutional Infrastructure section on its website designed to walk enterprises through the process of piloting projects, tokenizing assets, and deploying capital in controlled onchain environments.
What the institutional page actually offers The new page outlines a four-step process for institutions: design pilots, launch in permissioned environments, tokenize assets with controlled access, and operate with institutional custody partners.
The compliance angle is front and center. Injective is highlighting KYC/AML-compliant programmable compliance, jurisdiction-based access controls, and fully configurable real-world asset markets.
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On the custody side, Injective is leaning on partnerships with BitGo and Fireblocks. Both firms already custody billions in digital assets for hedge funds, asset managers, and corporate treasuries.
The platform also supports a native Real-World Asset module, letting institutions tokenize everything from debt instruments to commodities within Injective’s ecosystem. Paired with native Ethereum Virtual Machine compatibility launched in November 2025, developers familiar with Ethereum’s tooling can build on Injective without learning an entirely new tech stack.
The network under the hood The blockchain reports over 2.94 billion onchain transactions processed to date, with a block time of 0.64 seconds. Ethereum’s block time hovers around 12 seconds.
The median transaction cost sits at $0.0001. Injective also claims over 500 onchain assets and a reported RWA volume of $6.8 billion.
The native token, INJ, serves as the backbone for governance and staking within the ecosystem.
Broader strategic context This infrastructure page is part of a broader refresh of Injective’s platform, which now features dedicated sections for institutions, developers, and the community.
Injective established the Injective Policy Institute in July 2026 specifically for US regulatory engagement.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Ondas koupila DZYNE Technologies za zhruba 875 milionů USD a tím posiluje platformu autonomní obrany a bezpečnosti. Zároveň zvýšila cíl výnosů pro rok 2026 na více než 525 milionů USD.
Is This Pre-IPO AI Robotics Company the Next Big Defense Play?Ondas NASDAQ: ONDS said it has acquired DZYNE Technologies in a transaction valued at approximately $875 million, marking what Chairman and CEO Eric Brock described as a transformational step in building a scaled autonomous defense and security platform.
Speaking on an investor event call, Brock said the deal includes $200 million in cash and approximately $675 million in Ondas equity. He said the acquisition closed concurrently with signing on July 2, allowing integration to begin immediately. DZYNE shareholders, led by majority owner Highlander Partners, will become among Ondas’ largest stockholders, and Highlander has locked up more than half of the shares it received for six months, according to Brock.
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Three Stocks Under $20 With Massive Upside Potential“This is not a financial acquisition,” Brock said. “It is a strategic combination designed to create a larger, stronger, and more competitive autonomous defense company.”
DZYNE Adds Autonomous Defense Platforms Brock said DZYNE brings operational products, a U.S.-based manufacturing base, customer relationships across defense agencies and allied militaries, and nearly 120 engineers. He said the acquisition expands Ondas’ position in persistent intelligence, aerial security, counter-drone systems, autonomous effects and AI-enabled mission intelligence.
Ondas Inc. Flywheel Gains Momentum, Vertical Liftoff ImminentDZYNE’s portfolio spans three core franchises, according to the company presentation:
Long-endurance ISR: Ultra and LEAP, autonomous aircraft designed for persistent intelligence missions. Aerial security and counter-UAS: IonStrike, Dronebuster and Sawtooth systems. Autonomous effects: Blitz and Grasshopper, aimed at affordable mass and launched effects missions. Matt McCue, founder and CEO of DZYNE and incoming chief technology officer of Ondas Sentinel, said Ultra provides more than three days of endurance at more than 25,000 feet, while LEAP provides more than a day of endurance at 17,000 feet. He said both platforms are in operational use with U.S. and allied partners.
McCue said IonStrike was developed from concept to demonstrated capability in six months to address threats such as the Shahed-136 drone. He also highlighted Dronebuster and Sawtooth as soft-kill counter-UAS systems, and said DZYNE is working on a long-range electronic attack solution and lidar detection capability.
Ondas Creates Sentinel Operating Platform Ryan Hartman, CEO of Ondas Sentinel, said DZYNE fills a gap between Ondas’ lower-altitude unmanned systems and stratospheric assets, adding Group 4 and Group 5 long-endurance UAS capabilities. Ondas Sentinel will combine DZYNE and World View under one operating platform.
Hartman said the combined Ondas Sentinel organization includes eight U.S. facilities, more than 330,000 square feet of manufacturing capacity, 500 employees and more than 140 engineers. Brock said DZYNE contributes about 145,000 square feet of U.S.-based production capacity.
Ondas executives emphasized the role of SkyWeaver, the company’s mission autonomy layer being developed with Palantir. Hartman said SkyWeaver is intended to connect platforms across Ondas’ portfolio and enable tasking, collection and mission autonomy. In response to a question from Sydney Freedberg of Breaking Defense, Hartman said the company does not intend SkyWeaver to be a closed proprietary system, but rather a platform able to ingest data from and task third-party systems.
Hartman said SkyWeaver is a joint development program between Ondas and Palantir, with Ondas funding the development. He said Palantir is supporting go-to-market activities and helping ensure Ondas platforms can connect with systems such as Maven.
Financial Targets Raised Brock said DZYNE is expected to generate approximately $190 million to $191 million of revenue in 2026 and more than $300 million in 2027. He also said the business is expected to deliver more than 80% compounded annual revenue growth from 2025 through 2028.
Ondas raised its 2026 revenue target to more than $525 million, up from the $390 million target it announced in May. Brock said the revised target includes contributions from DZYNE and Omnisys, whose acquisition closed in May.
DZYNE has $111 million in backlog and a customer pipeline of more than $1.5 billion, according to Brock. He said Ondas entered the second quarter with approximately $457 million in pro forma backlog and announced more than $150 million of additional orders during the quarter. He also said Ondas expects backlog to expand by $95 million upon closing the Cyberhawk acquisition, which the company expects in the third quarter.
In response to a question from Max Michaelis of Lake Street, Brock said the company is seeing gross margins of 40% to 50% for the DZYNE-related profile, while noting Ondas would provide more financial detail on its second-quarter call in August.
Management Says Acquisition Pace Will Moderate During the call, Brock said Ondas has been executing a strategy to build a multi-domain autonomous systems company through acquisitions, partnerships and operating scale. Hartman cited recent activity including BIRD Aerosystems, Rotron Aerospace, a Palantir partnership, Mistral, World View and Omnisys.
Asked whether the acquisition spree is winding down, Brock said Ondas remains in the early stages of a major adoption cycle for unmanned and autonomous systems, but said the company expects to “moderate the acquisition pace” in the second half and focus on growth, integration and operating leverage.
Brock said Ondas’ priorities are to integrate DZYNE, support customers, scale manufacturing, expand recurring revenue and continue investing in technologies that strengthen its competitive position.
About Ondas NASDAQ: ONDSOndas Holdings, Inc NASDAQ: ONDS develops secure private wireless networking solutions and unmanned aircraft systems tailored to mission-critical industrial applications. Its Ondas Networks division offers the proprietary FullMAX platform, a long-range, high-bandwidth broadband network designed to support real-time data transmission, remote monitoring and IoT deployments across rail, maritime and infrastructure environments. The broadband platform integrates edge-to-cloud architecture to ensure operational resilience and regulatory compliance for transportation and utility operators.
The company's Ondas Autonomous Systems segment builds heavy-lift cargo drones and uncrewed aircraft platforms for logistics, pipeline and infrastructure inspection, emergency response and other government and commercial use cases.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Meta po kritice kvůli soukromí ukončila AI funkci pro generování obrázků z veřejných instagramových účtů, kterou spustila v úterý. Funkce byla po automatickém zapnutí pro uživatele rychle stažena.
People walk behind a logo of Meta Platforms company, during a conference in Mumbai, India, September 20, 2023. REUTERS/Francis Mascarenhas Purchase Licensing Rights, opens new tab
July 10 (Reuters) - Meta (META.O), opens new tab said on Friday it is discontinuing an AI feature launched this week that allowed users to generate images using public Instagram accounts, after drawing widespread criticism over privacy concerns, including from a Hollywood union.
"Our intent was to provide a useful creative tool and to give people control over whether their public content could be referenced in this way," Meta said in a statement.
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"We've heard the feedback that this feature missed the mark, so it's no longer available," it said.
Meta, owner of Facebook and Instagram, had launched Muse Image on Tuesday, its first image-generation model from Meta Superintelligence Labs. The feature, integrated into its Meta AI chatbot, can use photos as input and lets users edit generated images directly through sketches.
The feature soon faced backlash over privacy concerns and being an automatic opt-in for users.
Emmy-winning actor Hannah Einbinder, known for "Hacks," criticized the feature on Instagram, saying it had been turned on automatically and urging users to turn it off.
SAG-AFTRA, the union representing actors and other media professionals, also urged members and other Instagram users on Thursday to opt out of the feature.
"Anything other than a clear and conspicuous opt-in for these types of uses of Instagram users' images is unacceptable, and an utter miscalculation of public sentiment regarding the obvious dangers and harms inherent in such use," SAG-AFTRA said.
Following Meta's decision to remove the feature, SAG-AFTRA welcomed the move.
"With the dangers of nonconsensual digital replicas well known to all, a feature that encouraged that behavior is unwise. We appreciate its discontinuance. It is the responsible thing to do," a union spokesperson said.
The reversal reflects increasing pressure on technology companies to give users clear control over how their publicly shared content is used by AI features.
Reporting by Natalia Bueno Rebolledo and Mrinmay Dey in Mexico City; Editing by Edmund Klamann and Tom Hogue
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Ford poprvé od roku 2010 vede žebříček kvality J.D. Power mezi mainstreamovými značkami, když v prvních 90 dnech vykázal 152 problémů na 100 vozů. Nejvíc si polepšil mezi masovými značkami, o 41 problémů na 100 vozů proti loňsku.
Ford (F +2.87%) is the top-ranked mainstream brand in J.D. Power's 2026 U.S. Initial Quality Study -- the first time the automaker has led the mass-market rankings since 2010. The study, released in late June, measures the problems owners report in their first 90 days with a new vehicle.
Ford posted 152 problems per 100 vehicles, better than every mass-market rival and all but two brands in the industry. For a company that ranked No. 15 among mainstream brands as recently as 2023, that is a remarkable climb.
Does a quality award actually matter for the stock? I think this one does. Here's why.
Image source: The Motley Fool.
A 16-year drought ends Ford's win was not narrow. The F-150, Mustang, and Super Duty each ranked highest in their segments, and seven of the 10 Ford models tested placed in the top three of their segments. The brand also improved by 41 problems per 100 vehicles compared with last year's study, the largest improvement among mainstream brands.
The industry got better, too, with the average improving to 175 problems per 100 vehicles from 192, and Ford beat that average by a wide margin.
The reason all of this matters to investors comes down to warranty costs. When vehicles leave the factory with defects, the automaker pays for it later in warranty claims and recalls. And Ford has spent years working to bring those costs down.
CEO Jim Farley himself has linked quality to profits, citing in the company's fourth-quarter earnings release "lowering material and warranty costs and making real progress on quality" as part of the company's improvement plan. Even more, in its first-quarter update in late April, Ford said it is on track for $1 billion in material and warranty cost reductions this year.
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The financial rebuild behind the trophy This quality push comes at a time when investors are looking for more good news from Ford in order to combat the bad news. Ford's adjusted earnings before interest and taxes (EBIT) fell from $10.2 billion in 2024 to $6.8 billion in 2025, and the company reported a full-year net loss of $8.2 billion on special charges that included impairments tied to canceled electric vehicle programs. And costs tied to a disruption at aluminum supplier Novelis and to tariffs weighed on the year, too (though management says it is on track to recover the Novelis-related profits in the second half of 2026).
The first quarter, however, pointed in the other direction. Revenue rose 6% year over year to $43.3 billion, and adjusted EBIT climbed to $3.5 billion from $1.0 billion in the year-ago quarter, expanding the company's adjusted EBIT margin to 8.1% from 2.5%. A one-time $1.3 billion tariff refund helped, but even excluding it, adjusted EBIT more than doubled. And management raised its full-year adjusted EBIT guidance to a range of $8.5 billion to $10.5 billion, up from a prior range of $8.0 billion to $10.0 billion.
But even the high end of that guidance only gets Ford back near its 2024 earnings power. In other words, the rebuild still has a ways to go before investors can view Ford as a healthy, growing business.
And this one award doesn't necessarily solidify Ford's value proposition in terms of quality. The company has also continued to issue recalls at a high rate this year. And, of course, investors should remember that this is still a cyclical and capital-hungry business. This makes earning a good return on invested capital difficult.
With that said, the stock isn't asking for much. At about $14 as of this writing, shares trade at about 8 times forward earnings. And Ford's regular dividend of $0.60 per share annually gives the stock a yield of more than 4% at the current price. A valuation like that already prices in plenty of skepticism.
So, what does the quality crown mean for the stock? It won't move earnings on its own. But it may be the most credible evidence yet that the costs that have dogged Ford for years could keep coming down -- and cheaper warranty claims flow straight to the bottom line. I think shares look attractive here. Still, this is an auto stock, and demand can swing hard with the economy. I'd keep any position modest and watch whether the cost savings continue to materialize.
Ocugen plánuje příští rok podat žádost o BLA pro retinitis pigmentosa a Stargardtovu chorobu, zatímco třetí žádost pro geografickou atrofii cílí na rok 2028.
Firma má všechny tři programy v pozdní fázi vývoje.
Ocugen NASDAQ: OCGN outlined plans to advance three late-stage retinal disease programs, with company speaker Shankar saying the company is targeting biologics license applications for retinitis pigmentosa and Stargardt disease next year and a third BLA for geographic atrophy in 2028.
Speaking during a Piper Sandler discussion with analyst Biren Amin, Shankar said Ocugen is focused on inherited retinal diseases and dry age-related macular degeneration, including retinitis pigmentosa, Stargardt disease and geographic atrophy, the late form of dry AMD. He cited more than 100,000 retinitis pigmentosa patients in the U.S., about 50,000 Stargardt disease patients in the U.S. and 2 million to 3 million geographic atrophy patients in the U.S. and EU in the late stage of disease.
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Shankar said Ocugen has retinitis pigmentosa and Stargardt programs in Phase 3 and expects to begin a global Phase 3 program for geographic atrophy in the third quarter, with alignment from regulators in the U.S. and Europe.
OCU410 Phase 3 Plans for Geographic Atrophy Amin began by asking about OCU410, Ocugen’s gene therapy candidate for geographic atrophy. Shankar said the therapy uses a modified RORA gene, which Ocugen is also using in its Stargardt program. He said RORA is intended to regulate multiple pathways involved in disease progression, including oxidative stress, lipid metabolism, inflammation and the complement system.
Shankar contrasted the approach with currently approved therapies that target the complement system, saying Ocugen believes RORA could help “reset” cellular homeostasis and create a healthier environment for photoreceptors and retinal pigment epithelial cells. He said Phase 2 data showed treatment benefit in one year, while many trials in the disease area run for at least two years.
Discussing Phase 2 results, Shankar said the medium dose showed about a 33% reduction in lesion growth when using the square root measure, while the company observed a bell-shaped dose-response pattern rather than a linear one. He said the high dose did not perform as consistently as the medium dose, leading Ocugen to select the medium dose for Phase 3.
For the pivotal study, Shankar said Ocugen plans to use a baseline lesion size range of 2.5 mm squared to 17.5 mm squared, consistent with approved products, and will measure the rate of change in lesion size at four-month intervals through 12 months. He said the company expects to enroll fewer than 300 patients and plans an adaptive design in which a data monitoring committee may review the trial after 50% of patients complete one year.
Shankar said Ocugen designed the trial assuming an effect size lower than the Phase 2 result, using roughly 25% to build in a buffer. Secondary endpoints will include ellipsoid zone preservation and low-luminance visual acuity. He said the medium dose showed about 27% preservation of ellipsoid zone loss in Phase 2, and the company hopes to see results in the 20%-plus range.
On safety, Shankar said there were no serious adverse events related to the drug in Phase 2, though some surgery-related issues can occur with vitrectomy and most resolved.
Stargardt Program OCU410ST Amin also asked about OCU410ST, Ocugen’s program for Stargardt disease. Shankar said Phase 1 results from the GARDian1 trial showed a 54% reduction in lesion growth in evaluable subjects compared with untreated eyes, using the contralateral eye as a control. He said the result informed the design of the Phase 2/3 pivotal study, which included 51 planned subjects, with 34 treated and 17 untreated.
Shankar said the company is also monitoring ellipsoid zone and low-luminance visual acuity as secondary measures. He said the program is intended as a one-time therapy and is being studied across a broad range of patients, including pediatric and adult patients aged three and older and patients from early to advanced stages of disease.
The GARDian3 pivotal trial includes an adaptive sample size re-estimation, which Shankar said is expected this quarter. He said the data monitoring committee could recommend no change, an adjustment in sample size or an extension of follow-up from 12 months to 16 months. Ocugen over-recruited the study to 63 patients, he said, potentially reducing the need for additional enrollment if the committee recommends a larger sample.
If no changes are made, Shankar said top-line results are expected in the second quarter of next year, followed by a BLA filing “a few weeks after that” or around mid-next year. If the timeline is extended, he said any delay could be roughly four to six months and still could allow the company to reach year-end next year. He also said no serious adverse events related to the drug have been observed so far in the Stargardt program.
OCU400 for Retinitis Pigmentosa Ocugen’s third program, OCU400, targets retinitis pigmentosa. Shankar said enrollment is complete in the Phase 3 trial, with top-line data expected in the first half of next year. He described the trial as a large genetic medicine study with 140 patients and more than 25 genetic mutations represented.
Shankar said OCU400 uses NR2E3 delivered through an AAV vector and is designed to be gene-agnostic by upregulating key transcription factors and helping reset cellular function. He said the trial includes a 2:1 randomization ratio, with more patients in the treatment arm than the control arm, and covers a broad population that includes syndromic and non-syndromic retinitis pigmentosa.
The primary functional assessment will use a Luminance Dependent Navigation Assessment, which Shankar said is similar to the multi-luminance mobility test used in the approval of Luxturna but modified to be more specific and sensitive. He said the trial will compare the rate of improvement over one year against the control arm.
Upcoming Milestones Shankar said Ocugen is aiming for two top-line readouts next year from its retinitis pigmentosa and Stargardt programs, followed by a third program readout in geographic atrophy in 2028. He reiterated the company’s goal of filing three BLAs over the next two years, followed by marketing authorization applications and potential global approvals.
“We’re going after with our one-time potential treatments, targeting hundreds of thousands to millions,” Shankar said, describing that as a key point of differentiation for the company.
About Ocugen NASDAQ: OCGNOcugen Inc is a clinical-stage biopharmaceutical company focused on discovering, developing and commercializing gene therapies to treat rare inherited retinal diseases, as well as vaccines designed to address unmet needs in infectious diseases. Headquartered in Malvern, Pennsylvania, the company applies its proprietary gene therapy platform to create novel treatments aimed at preserving and restoring vision, while leveraging strategic partnerships to broaden its vaccine pipeline.
In its gene therapy portfolio, Ocugen is advancing multiple programs targeting retinal disorders.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.
T. Rowe Price v poslední obchodní seanci vzrostla o 1,28 % na 118,55 USD a za poslední měsíc přidala 8,11 %. Trh nyní čeká na výsledky, které firma oznámí 31. července 2026.
In the latest trading session, T. Rowe Price (TROW - Free Report) closed at $118.55, marking a +1.28% move from the previous day. This move outpaced the S&P 500's daily gain of 0.42%. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.29%.
Coming into today, shares of the financial services firm had gained 8.11% in the past month. In that same time, the Finance sector gained 4.33%, while the S&P 500 gained 2.2%.
Market participants will be closely following the financial results of T. Rowe Price in its upcoming release. The company plans to announce its earnings on July 31, 2026. In that report, analysts expect T. Rowe Price to post earnings of $2.37 per share. This would mark year-over-year growth of 5.8%. Meanwhile, the latest consensus estimate predicts the revenue to be $1.88 billion, indicating a 8.85% increase compared to the same quarter of the previous year.
For the full year, the Zacks Consensus Estimates are projecting earnings of $9.76 per share and revenue of $7.59 billion, which would represent changes of +0.41% and +3.73%, respectively, from the prior year.
Investors might also notice recent changes to analyst estimates for T Rowe Price. These revisions help to show the ever-changing nature of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 1.4% higher within the past month. T. Rowe Price is currently a Zacks Rank #3 (Hold).
In the context of valuation, T. Rowe Price is at present trading with a Forward P/E ratio of 11.99. For comparison, its industry has an average Forward P/E of 11.67, which means T. Rowe Price is trading at a premium to the group.
It is also worth noting that TROW currently has a PEG ratio of 5.91. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. As the market closed yesterday, the Financial - Investment Management industry was having an average PEG ratio of 1.04.
The Financial - Investment Management industry is part of the Finance sector. Currently, this industry holds a Zacks Industry Rank of 181, positioning it in the bottom 27% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.
Jefferies čelí vyšetřování kvůli možnému klamání investorů ohledně expozice vůči First Brands přes Point Bonita Capital. Akcie po zprávě klesly o 5,30 USD na akcii, tedy přibližně o 9 %.
NEW YORK--(BUSINESS WIRE)--The law firm of Kirby McInerney LLP is investigating potential claims against Jefferies Financial Group, Inc. (“Jefferies” or the “Company”) (NYSE:JEF). The investigation concerns whether the Company and/or members of its senior management may have violated federal securities laws or engaged in other unlawful business practices.
[LEARN MORE ABOUT THE INVESTIGATION]
What Happened?
On June 25, 2026, Jefferies reported quarterly results showing weaker asset-management fees and investment returns driven in part by Jefferies’ asset-management unit, Point Bonita Capital. The Securities and Exchange Commission is reportedly investigation claims that Jefferies misled investors about the Company’s exposure to First Brands Group, a now-bankrupt auto-parts supplier, through Point Bonita. According to public reports, funds run by Point Bonita were owed roughly $715 million from companies that bought First Brands’ parts. First Brands filed for bankruptcy in September 2025 amid accounting questions, and Jefferies later disclosed a $30 million loss tied to the collapse. On this news, the price of Jefferies shares declined by $5.30 per share, or approximately 9%, from $57.94 per share on June 24, 2026 to close at $52.64 on June 25, 2026.
What Should I Do?
At this stage, no lawsuit has been filed. The investigation is ongoing to determine whether claims may be brought under federal securities laws.
If you purchased or otherwise acquired Jefferies securities, have information, or would like to learn more about this investigation, please contact Lauren Molinaro of Kirby McInerney LLP by email at [email protected], or fill out the contact form below, to discuss your rights or interests with respect to these matters at no cost.
[LEARN MORE ABOUT SECURITIES CLASS ACTIONS]
Kirby McInerney LLP is a New York-based plaintiffs’ law firm concentrating in securities, antitrust, whistleblower, and consumer litigation. The firm’s efforts on behalf of shareholders in securities litigation have resulted in recoveries totaling billions of dollars. Additional information about the firm can be found at Kirby McInerney LLP’s website.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Lululemon v poslední seanci vzrostl o 2,36 % na 119,26 USD a překonal růst indexu S&P 500 o 0,42 %. Trh očekává výsledky, u nichž se odhaduje EPS 1,79 USD a tržby 2,47 mld. USD.
Lululemon (LULU - Free Report) closed at $119.26 in the latest trading session, marking a +2.36% move from the prior day. This change outpaced the S&P 500's 0.42% gain on the day. Elsewhere, the Dow saw an upswing of 0.29%, while the tech-heavy Nasdaq appreciated by 0.29%.
Prior to today's trading, shares of the athletic apparel maker had lost 4.37% lagged the Consumer Discretionary sector's gain of 0.02% and the S&P 500's gain of 2.2%.
Investors will be eagerly watching for the performance of Lululemon in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $1.79, marking a 42.26% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $2.47 billion, reflecting a 2.26% fall from the equivalent quarter last year.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $11.08 per share and a revenue of $11.08 billion, signifying shifts of -16.44% and -0.22%, respectively, from the last year.
Any recent changes to analyst estimates for Lululemon should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 1.51% lower. Currently, Lululemon is carrying a Zacks Rank of #5 (Strong Sell).
From a valuation perspective, Lululemon is currently exchanging hands at a Forward P/E ratio of 10.52. This expresses a discount compared to the average Forward P/E of 15.73 of its industry.
Also, we should mention that LULU has a PEG ratio of 3.77. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Textile - Apparel industry stood at 2.14 at the close of the market yesterday.
The Textile - Apparel industry is part of the Consumer Discretionary sector. At present, this industry carries a Zacks Industry Rank of 191, placing it within the bottom 23% of over 250 industries.
The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
BellRing Brands (BRBR) uzavřela o 2,72 % výše na 12,48 USD a za poslední měsíc přidala 36,36 %. Investoři čekají na výsledky 4. srpna 2026, kdy trh odhaduje EPS 0,36 USD a tržby 553,26 mil. USD.
BellRing Brands (BRBR - Free Report) ended the recent trading session at $12.48, demonstrating a +2.72% change from the preceding day's closing price. This change outpaced the S&P 500's 0.42% gain on the day. On the other hand, the Dow registered a gain of 0.29%, and the technology-centric Nasdaq increased by 0.29%.
Coming into today, shares of the nutritional supplements company had gained 36.36% in the past month. In that same time, the Consumer Staples sector gained 0.59%, while the S&P 500 gained 2.2%.
Analysts and investors alike will be keeping a close eye on the performance of BellRing Brands in its upcoming earnings disclosure. The company's earnings report is set to go public on August 4, 2026. It is anticipated that the company will report an EPS of $0.36, marking a 34.55% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $553.26 million, reflecting a 1.05% rise from the equivalent quarter last year.
Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of $1.22 per share and revenue of $2.33 billion. These totals would mark changes of -43.78% and +0.7%, respectively, from last year.
Investors might also notice recent changes to analyst estimates for BellRing Brands. Such recent modifications usually signify the changing landscape of near-term business trends. Hence, positive alterations in estimates signify analyst optimism regarding the business and profitability.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.37% lower. BellRing Brands is currently a Zacks Rank #3 (Hold).
Looking at its valuation, BellRing Brands is holding a Forward P/E ratio of 9.93. For comparison, its industry has an average Forward P/E of 13.02, which means BellRing Brands is trading at a discount to the group.
We can also see that BRBR currently has a PEG ratio of 5.98. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Food - Miscellaneous industry stood at 2.44 at the close of the market yesterday.
The Food - Miscellaneous industry is part of the Consumer Staples sector. This industry currently has a Zacks Industry Rank of 200, which puts it in the bottom 19% of all 250+ industries.
The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.
Akcie Tenet Healthcare uzavřely na 204,25 USD, což znamená denní pokles o 1,22 % a zaostání za růstem indexu S&P 500 o 0,42 %. Investoři čekají na výsledky hospodaření, které mají být zveřejněny 24. července 2026.
Tenet Healthcare (THC - Free Report) closed the most recent trading day at $204.25, moving -1.22% from the previous trading session. This change lagged the S&P 500's 0.42% gain on the day. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.29%.
Prior to today's trading, shares of the hospital operator had gained 19.4% outpaced the Medical sector's gain of 5.6% and the S&P 500's gain of 2.2%.
Investors will be eagerly watching for the performance of Tenet Healthcare in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 24, 2026. The company's upcoming EPS is projected at $4.08, signifying a 1.49% increase compared to the same quarter of the previous year. Meanwhile, the Zacks Consensus Estimate for revenue is projecting net sales of $5.39 billion, up 2.27% from the year-ago period.
In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $17.61 per share and a revenue of $22.02 billion, indicating changes of +4.95% and +3.32%, respectively, from the former year.
Investors might also notice recent changes to analyst estimates for Tenet Healthcare. These revisions help to show the ever-changing nature of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To exploit this, we've formed the Zacks Rank, a quantitative model that includes these estimate changes and presents a viable rating system.
Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, there's been no change in the Zacks Consensus EPS estimate. Tenet Healthcare is holding a Zacks Rank of #2 (Buy) right now.
With respect to valuation, Tenet Healthcare is currently being traded at a Forward P/E ratio of 11.74. This expresses no noticeable deviation compared to the average Forward P/E of 11.74 of its industry.
It is also worth noting that THC currently has a PEG ratio of 1.7. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Medical - Hospital industry had an average PEG ratio of 1.7 as trading concluded yesterday.
The Medical - Hospital industry is part of the Medical sector. With its current Zacks Industry Rank of 60, this industry ranks in the top 25% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
Simply Good Foods po výsledcích za fiskální 3. čtvrtletí oznámila tržby 357 mil. USD a GAAP ztrátu téměř 52 mil. USD. Na titul se v pátek snesly smíšené, spíše bearish komentáře analytiků.
Simply Good Foods (SMPL 1.85%) simply wasn't an inspiring stock on the last trading day of the week. On Friday, several analysts weighed in with new, post-earnings takes on the healthy comestibles company. These were mixed, but it was obvious that investors were leaning more toward the bearish updates than the more positive ones.
Slumping financials These came a day after Simply reported its fiscal third-quarter 2026 results. Net sales for the period were $357 million, down from the $381 million in the same period of fiscal 2025.
Image source: Getty Images.
On the bottom line, under generally accepted accounting principles (GAAP), the company flipped to a net loss of almost $52 million from the year-ago profit of over $41 million. On a non-GAAP (adjusted) and per-share basis, however, the story was different, with a profit of $0.42 down from third quarter 2025's $0.51.
Regardless, both line items well exceeded the consensus analyst estimates of under $333 million for net sales and $0.35 per share for adjusted net income.
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A flurry of Friday updates By my count, six analysts weighed in with Simply updates on Friday. Four of the half-dozen had a bearish tone, with one pundit going so far as to drastically cut his price target on the stock. This was Matt Curtis of DA Davidson, who now believes the shares are only worth $14 apiece, down from his previous $39. He maintained his existing Simply recommendation of neutral.
It's encouraging that the company, perhaps best known for its Atkins products that align with the namesake diet's requirements, did better than expected in the trailing quarter. Yet those top- and bottom-line erosions are concerning, and I'm not seeing many strong competitive advantages for Simply. Given that, I'd be more inclined to side with the more downbeat post-earnings takes.
Eric Volkman has no position in any of the stocks mentioned. The Motley Fool recommends Simply Good Foods. The Motley Fool has a disclosure policy.
Reddit uzavřel na 195,34 USD, což představuje denní pokles o 2,48 %. Investoři čekají na výsledky za 30. července; analytici odhadují EPS 0,99 USD a tržby 746,89 mil. USD.
Reddit Inc. (RDDT - Free Report) closed at $195.34 in the latest trading session, marking a -2.48% move from the prior day. The stock's change was less than the S&P 500's daily gain of 0.42%. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.29%.
Shares of the company have appreciated by 15.61% over the course of the past month, outperforming the Computer and Technology sector's gain of 0.85%, and the S&P 500's gain of 2.2%.
The investment community will be closely monitoring the performance of Reddit Inc. in its forthcoming earnings report. The company is scheduled to release its earnings on July 30, 2026. In that report, analysts expect Reddit Inc. to post earnings of $0.99 per share. This would mark year-over-year growth of 120%. Meanwhile, our latest consensus estimate is calling for revenue of $746.89 million, up 49.49% from the prior-year quarter.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $4.83 per share and a revenue of $3.25 billion, representing changes of +84.35% and +47.64%, respectively, from the prior year.
Additionally, investors should keep an eye on any recent revisions to analyst forecasts for Reddit Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. Reddit Inc. is holding a Zacks Rank of #2 (Buy) right now.
Investors should also note Reddit Inc.'s current valuation metrics, including its Forward P/E ratio of 41.45. Its industry sports an average Forward P/E of 19.73, so one might conclude that Reddit Inc. is trading at a premium comparatively.
The Internet - Software industry is part of the Computer and Technology sector. This group has a Zacks Industry Rank of 92, putting it in the top 38% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Shares of Figma (FIG 5.26%) fell 51.6% in the first half of 2026, according to data from S&P Global Market Intelligence.
The collaborative design platform posted excellent financial results, but investors spent the first half of the year worrying about what AI might do to the business.
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Great quarter, rough six months Figma's Q1 2026 report in mid-May was impressive by most measures. Revenue rose 46% year over year to $333.4 million. Non-GAAP earnings per share came in at $0.10, nearly doubling the $0.06 consensus estimate. Net dollar retention hit 139%, the highest level in over two years. Management raised full-year revenue guidance by $55 million.
The stock jumped 10% after hours on the news. But the relief was short-lived. June happened, and shares lost 29% in a single month.
The culprit? Fear of AI-native competition, particularly Anthropic's Claude Design. The fear is that generative AI could commoditize design work, making Figma's collaborative platform less essential over time. It's a legitimate question, but one that Figma's actual results haven't validated yet.
Management is working to integrate AI features and monetize them through credit-based pricing, but investors remain skeptical.
Image source: The Motley Fool.
Figma started charging for AI credits in mid-March. Early signs were positive: over 75% of enterprise users who hit their limits kept paying for more. Teams buying AI add-ons spend more than three times as much annually as those who don't. CEO Dylan Field has emphasized that Figma's multiplayer canvas and deep product context give it advantages that AI-only tools can't easily replicate.
But the narrative around potential AI disruption proved more powerful than the numbers.
Activist investor Findell Capital piled on in late May, calling the stock "significantly undervalued" and urging management to examine its relationship with Anthropic. A securities law investigation announced in March added to the noise. None of this helped the stock find its footing.
Not cheap, but worth a premium price Figma's stock isn't cheap. Trading at 47 times free cash flow and 62 times forward earnings, the valuation still soars in the stratosphere even after the recent price drops.
But that's typical for a company growing revenue at 46% year over year with improving profitability. The company has $1.6 billion in cash and nearly 690,000 paid customers with strong upsell dynamics. Switching costs are real, whether you're moving to other collaborative design platforms or to newfangled AI prompts.
Think of Figma as an AI-fueled Adobe (ADBE +0.50%) for teams. The product is embedded in enterprise workflows. AI-native tools might erode that moat over time, but the revolution won't be quick. Can Figma stay ahead by building AI into its own platform?
It's probably not the time to back up the truck and load up on Figma stock. But this innovative growth story is worth keeping on the watch list. Q2 earnings in August should offer more clarity on whether the AI threat is real or overblown.
Anders Bylund has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Adobe and Figma. The Motley Fool recommends the following options: long January 2028 $330 calls on Adobe and short January 2028 $340 calls on Adobe. The Motley Fool has a disclosure policy.
PagSeguro Digital Ltd. v posledním obchodování vzrostla o 2,78 % na 9,25 USD a překonala denní růst indexu S&P 500. Před zveřejněním výsledků se čeká zisk 0,4 USD na akcii a tržby 1,05 miliardy USD.
In the latest close session, PagSeguro Digital Ltd. (PAGS - Free Report) was up +2.78% at $9.25. The stock's performance was ahead of the S&P 500's daily gain of 0.42%. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.29%.
Heading into today, shares of the company had gained 0.67% over the past month, lagging the Business Services sector's gain of 2.8% and the S&P 500's gain of 2.2%.
The upcoming earnings release of PagSeguro Digital Ltd. will be of great interest to investors. On that day, PagSeguro Digital Ltd. is projected to report earnings of $0.4 per share, which would represent year-over-year growth of 17.65%. Alongside, our most recent consensus estimate is anticipating revenue of $1.05 billion, indicating a 17.55% upward movement from the same quarter last year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.7 per share and revenue of $4.25 billion, indicating changes of +19.72% and +16.27%, respectively, compared to the previous year.
Investors might also notice recent changes to analyst estimates for PagSeguro Digital Ltd. These latest adjustments often mirror the shifting dynamics of short-term business patterns. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate remained stagnant within the past month. PagSeguro Digital Ltd. is currently a Zacks Rank #2 (Buy).
Valuation is also important, so investors should note that PagSeguro Digital Ltd. has a Forward P/E ratio of 5.31 right now. This expresses a discount compared to the average Forward P/E of 11.31 of its industry.
Also, we should mention that PAGS has a PEG ratio of 0.36. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. Financial Transaction Services stocks are, on average, holding a PEG ratio of 0.83 based on yesterday's closing prices.
The Financial Transaction Services industry is part of the Business Services sector. Currently, this industry holds a Zacks Industry Rank of 67, positioning it in the top 28% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Be sure to follow all of these stock-moving metrics, and many more, on Zacks.com.
Apple a Broadcom rozšiřují partnerství v oblasti čipů na více let za více než 30 miliard USD. Broadcom bude pro Apple dál vyrábět zakázkové čipy a bezdrátové technologie až do roku 2031.
Apple (AAPL - Free Report) ) and Broadcom (AVGO - Free Report) ) grabbed investors' attention this week after announcing a major expansion of their semiconductor partnership.
The agreement, expected to exceed $30 billion over multiple years, will see Broadcom continuing to design and manufacture custom silicon and advanced wireless connectivity technologies for Apple products while significantly expanding its U.S. manufacturing footprint.
This partnership underscores Apple's commitment to strengthening its domestic supply chain while ensuring continued access to critical wireless components. Meanwhile, Broadcom further solidifies one of its largest customer relationships, extending its role as a key Apple supplier through 2031.
However, investors may be wondering if the extended partnership provides a big enough tailwind to still buy stock in either tech giant, especially Broadcom, with AVGO soaring over 130% in the last two years while Apple shares are up a respectable 37%.
Image Source: Zacks Investment Research
Apple's Supply Chain Gets Even StrongerApple has spent years increasing control over its hardware ecosystem through custom silicon, and the latest Broadcom agreement complements that strategy rather than replacing it.
The agreement covers custom silicon, radio frequency components, FBAR filters, and advanced wireless connectivity technologies that are essential for future generations of iPhones, iPads, Macs, and other Apple devices.
Production is expected to exceed 15 billion U.S.-made chips, with Broadcom investing approximately $1.5 billion to expand its Fort Collins, Colorado, manufacturing facility.
This will also advance Apple's broader $600 billion U.S. investment initiative, which includes expanding domestic semiconductor manufacturing and reducing supply chain concentration overseas.
From a financial perspective, the agreement doesn't materially alter Apple's near-term earnings outlook. Still, it does reduce execution risk by locking in a trusted supplier for mission-critical connectivity chips, with Apple gaining traction on Nvidia (NVDA - Free Report) ) to become the world’s most valuable company.
Broadcom May Be the Bigger Immediate WinnerWhile Apple benefits strategically, Broadcom may receive the more immediate financial boost.
Apple has historically represented roughly 20% of Broadcom's annual revenue, making the iPhone maker one of its most important customers. Extending the partnership through 2031 removes uncertainty surrounding one of Broadcom's largest revenue streams while reinforcing demand for its custom connectivity and semiconductor solutions.
The agreement also comes as Broadcom continues to benefit from multiple secular growth trends.
Beyond Apple, Broadcom remains one of the semiconductor industry's largest beneficiaries of artificial intelligence infrastructure spending, supplying custom AI accelerators, networking chips, and data center connectivity solutions to hyperscale customers.
The Apple agreement further diversifies Broadcom's growth profile by adding another long-duration revenue catalyst outside traditional enterprise AI spending.
Tracking the Trend of EPS RevisionsBased on Zacks estimates, Apple’s annual earnings are expected to increase 17% this year and are projected to rise another 9% in fiscal 2027 to $9.57 per share. In the last 60 days, FY26 EPS estimates have remained unchanged, while FY27 EPS revisions are modestly higher.
Image Source: Zacks Investment Research
Pivoting to Broadcom, FY26 EPS is expected to spike more than 70% to $11.73 compared to earnings of $6.82 per share last year. Furthermore, Broadcom’s annual earnings are projected to increase another 63% next year to $19.17 per share.
Broadcom’s FY26 EPS estimates are up 2% in the last 60 days from $11.45, with FY27 EPS revisions rising 7% from $17.81.
Image Source: Zacks Investment Research
AAPL & AVGO Valuation Comparison (P/E)At current levels, Apple and Broadcom stock trade at noticeable premiums to the benchmark S&P 500, with forward P/E multiples of roughly 36X and 39X, respectively.
While those valuations are elevated relative to the benchmark's forward earnings multiple of around 23X, neither stock appears excessively valued compared to many other high-growth technology companies.
Image Source: Zacks Investment Research
Choosing Between Apple & Broadcom Stock Apple generally trades at a premium valuation because of its unmatched ecosystem, recurring services revenue, exceptional profitability, and consistent capital returns. Investors typically view Apple as a lower-volatility mega-cap technology holding capable of delivering dependable long-term earnings growth.
Broadcom generally offers faster earnings growth thanks to its expanding AI infrastructure business, enterprise software operations, and custom semiconductor portfolio. Although Broadcom’s valuation has risen considerably during the AI boom, analysts continue to project robust double-digit EPS growth over the next several years.
For investors seeking greater AI exposure, Broadcom may offer a higher long-term growth ceiling and better capital appreciation (stock performance). Those prioritizing stability and cash generation that lead to reliable shareholder returns through dividends and stock buybacks may find Apple the more conservative choice.
Summary & ConclusionApple's expanded partnership with Broadcom reinforces the strategic importance of both companies in the evolving semiconductor landscape. Apple strengthens its domestic supply chain while securing critical wireless technologies for future devices, and Broadcom gains additional long-term revenue visibility through one of its most valuable customer relationships.
Despite the positive implications of the announcement, Apple and Broadcom stock both land a Zacks Rank #3 (Hold) at the moment. That said, a buy rating could be on the way for Broadcom if EPS revisions continue to rise, but this may be less plausible for Apple after today’s news that its iPhone sales are still slowing in China.
Akcie UnitedHealth Group zakončily poslední obchodní seanci na 424,62 USD, což znamenalo denní pokles o 1,64 %. Za poslední měsíc si akcie připsaly 6,44 %.
UnitedHealth Group (UNH - Free Report) ended the recent trading session at $424.62, demonstrating a -1.64% change from the preceding day's closing price. This change lagged the S&P 500's 0.42% gain on the day. Meanwhile, the Dow experienced a rise of 0.29%, and the technology-dominated Nasdaq saw an increase of 0.29%.
Shares of the largest U.S. health insurer have appreciated by 6.44% over the course of the past month, outperforming the Medical sector's gain of 5.6%, and the S&P 500's gain of 2.2%.
Analysts and investors alike will be keeping a close eye on the performance of UnitedHealth Group in its upcoming earnings disclosure. The company's earnings report is set to go public on July 16, 2026. The company is forecasted to report an EPS of $4.84, showcasing a 18.63% upward movement from the corresponding quarter of the prior year. Meanwhile, our latest consensus estimate is calling for revenue of $110.05 billion, down 1.4% from the prior-year quarter.
For the annual period, the Zacks Consensus Estimates anticipate earnings of $18.32 per share and a revenue of $443.74 billion, signifying shifts of +12.05% and -0.85%, respectively, from the last year.
Investors should also note any recent changes to analyst estimates for UnitedHealth Group. Recent revisions tend to reflect the latest near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.
Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. To capitalize on this, we've crafted the Zacks Rank, a unique model that incorporates these estimate changes and offers a practical rating system.
The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection remained stagnant. UnitedHealth Group is currently sporting a Zacks Rank of #2 (Buy).
Investors should also note UnitedHealth Group's current valuation metrics, including its Forward P/E ratio of 23.57. This signifies a premium in comparison to the average Forward P/E of 21.55 for its industry.
We can also see that UNH currently has a PEG ratio of 1.74. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Medical - HMOs was holding an average PEG ratio of 1.43 at yesterday's closing price.
The Medical - HMOs industry is part of the Medical sector. This industry currently has a Zacks Industry Rank of 43, which puts it in the top 18% of all 250+ industries.
The Zacks Industry Rank assesses the strength of our separate industry groups by calculating the average Zacks Rank of the individual stocks contained within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow UNH in the coming trading sessions, be sure to utilize Zacks.com.
Occidental Petroleum uvedla, že její celosvětová průměrná realizovaná cena ropy ve 2. čtvrtletí vzrostla o 38,4 % na 96,78 USD za barel. Růst podpořily vyšší ceny Brent, které ve 2. čtvrtletí činily v průměru 96,68 USD za barel, kvůli konfliktu na Blízkém východě.
The logo for Occidental Petroleum is displayed on a screen on the floor at the New York Stock Exchange (NYSE) in New York, U.S., April 30, 2019. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 10 (Reuters) - Shale producer Occidental Petroleum (OXY.N), opens new tab said in a filing on Friday its worldwide average realized oil prices rose 38.4% in the second quarter compared with the previous three months, driven by higher benchmark crude rates amid the Middle East conflict.
The U.S.-Iran war has injected a hefty geopolitical risk premium into the energy markets and disrupted supplies through the Strait of Hormuz, which carries about a fifth of global oil flows.
The Reuters Power Up newsletter provides everything you need to know about the global energy industry. Sign up here.
Benchmark Brent crude saw an average closing price of $96.68 per barrel during the April-June quarter, up 23% from the first three months of the year.
Occidental's worldwide average realized oil price in the second quarter was $96.78 per barrel, compared with $69.91 a barrel in the previous three months.
Worldwide realized natural gas prices averaged negative 80 cents per million cubic feet, compared with positive $1.20 per mcf in the previous quarter.
Worldwide realized natural gas liquids prices rose nearly 30% to $24.64 per barrel, compared with $18.99 per barrel in the previous quarter.
Reporting by Dharna Bafna in Bengaluru; Editing by Jonathan Ananda
Our Standards: The Thomson Reuters Trust Principles., opens new tab
EUR/USD klesl zpět k 1,1415, protože HSBC očekává další tlak na euro kvůli vyšším úrokovým sazbám v USA po delší dobu. Banka říká, že rozhodující jsou opět úrokové diferenciály.
The Euro to Dollar (EUR/USD) exchange rate has slipped back towards 1.1415 as investors continue to favour the US Dollar following resilient US economic data and expectations that the Federal Reserve will keep interest rates higher for longer.
HSBC believes EUR/USD is likely to face renewed downside pressure as markets shift their focus back to interest-rate differentials.
The bank notes that geopolitical concerns in the Middle East have eased, reducing one source of support for the Dollar. However, it argues that renewed disruption to shipping routes could quickly restore safe-haven demand for the US currency.
According to HSBC, firm US labour market conditions and sticky inflation continue to justify a cautious approach from the Federal Reserve, keeping longer-term yield support firmly behind the Dollar.
The bank also highlights that Eurozone inflation has cooled, but underlying price pressures remain elevated, leaving the European Central Bank in a difficult position.
HSBC argues that "the EUR loses out on fundamentals", with interest-rate differentials now re-emerging as the dominant driver of EUR/USD.
The bank adds that the outlook could deteriorate further if energy prices rise again, warning that renewed disruption in the Middle East would increase stagflation risks for the Eurozone and add fresh pressure on the single currency.
NetApp uzavřel poslední seanci na 168,86 USD, což znamená pokles o 1,67 % za den. Investoři sledují nadcházející výsledky, kde se očekává EPS 2,11 USD a tržby 1,83 mld. USD.
NetApp (NTAP - Free Report) ended the recent trading session at $168.86, demonstrating a -1.67% change from the preceding day's closing price. The stock trailed the S&P 500, which registered a daily gain of 0.42%. At the same time, the Dow added 0.29%, and the tech-heavy Nasdaq gained 0.29%.
The stock of data storage company has risen by 7.02% in the past month, leading the Computer and Technology sector's gain of 0.85% and the S&P 500's gain of 2.2%.
Market participants will be closely following the financial results of NetApp in its upcoming release. On that day, NetApp is projected to report earnings of $2.11 per share, which would represent year-over-year growth of 36.13%. Simultaneously, our latest consensus estimate expects the revenue to be $1.83 billion, showing a 17.43% escalation compared to the year-ago quarter.
For the full year, the Zacks Consensus Estimates are projecting earnings of $8.88 per share and revenue of $7.48 billion, which would represent changes of +9.23% and +8.07%, respectively, from the prior year.
Investors should also pay attention to any latest changes in analyst estimates for NetApp. These recent revisions tend to reflect the evolving nature of short-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.
The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection remained stagnant. NetApp is holding a Zacks Rank of #3 (Hold) right now.
In terms of valuation, NetApp is presently being traded at a Forward P/E ratio of 19.35. This indicates a premium in contrast to its industry's Forward P/E of 16.26.
Investors should also note that NTAP has a PEG ratio of 2.53 right now. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. By the end of yesterday's trading, the Computer- Storage Devices industry had an average PEG ratio of 1.72.
The Computer- Storage Devices industry is part of the Computer and Technology sector. This industry currently has a Zacks Industry Rank of 30, which puts it in the top 13% of all 250+ industries.
The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow NTAP in the coming trading sessions, be sure to utilize Zacks.com.
Vertex Pharmaceuticals po rozšíření indikace pro Casgevy a očekávaném rozhodnutí o povetaciceptu zůstává na novém 52týdenním maximu. Akcie jsou letos výše o 9 %.
The first five months of 2026 were rough on Vertex Pharmaceuticals (VRTX 2.22%). The biotech's shares moved in the wrong direction through early June. However, the drugmaker has bounced back in style over the past month, with its stock gaining 10%. Vertex Pharmaceuticals is now up 9% this year and recently hit a fresh 52-week high. Is there more upside left for the stock? Let's find out.
Potential catalysts on the horizon Several recent developments explain why the market is increasingly excited about Vertex Pharmaceuticals' prospects. First, the company recently received a label expansion for Casgevy, a gene-editing medicine for sickle cell disease (SCD) and transfusion-dependent beta-thalassemia (TDT), two blood-related diseases. Casgevy is now indicated to treat patients as young as two who have TDT or SCD (it was previously approved for people 12 and older).
Image source: The Motley Fool.
This regulatory milestone adds 5,500 patients to Vertex's addressable market, but, even more importantly, it allows patients and their families to treat these diseases before they have had time to significantly impact their lives. Casgevy has not generated much revenue since its 2023 approval. This label expansion should help boost its sales. Second, Vertex Pharmaceuticals is awaiting approval for povetacicept, an investigational medicine for IgA nephropathy (IgAN), a kidney disease. U.S. regulators could give this therapy the green light by the end of November.
Povetacicept would be a key addition to Vertex's lineup. Given the more than 1.5 million IgAN patients worldwide and the medicine's potential approval across other indications, some analysts project it could reach peak sales of about $4.3 billion. Third, Vertex Pharmaceuticals has several other late-stage clinical trial candidates that could make good progress. For instance, the company is developing inaxaplin, a potential therapy for APOL-1-mediated kidney disease, and expects some data readouts later this year.
Lastly, Vertex Pharmaceuticals announced the acquisition of Crinetics Pharmaceuticals (CRNX 0.05%), a biotech company focused on developing medicines for endocrine diseases, for $10 billion in cash. Vertex estimates that this buyout adds more than $5 billion in potential peak annual sales to its lineup. All these developments make Vertex Pharmaceuticals' medium-term prospects attractive.
Today's Change
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The core business is still going strong Vertex Pharmaceuticals remains the leader in its core therapeutic area: developing medicines for patients with cystic fibrosis (CF). This rare disease causes thick mucus to form in the lungs, disrupting the airways and leading to chronic infections. Vertex remains the only game in town. It markets the only drugs that treat the underlying causes of CF. Though the biotech has been dominating this area for a long time, business is still good. In the first quarter, Vertex Pharmaceuticals' revenue increased by 8% year over year to $2.99 billion. The company's adjusted earnings per share climbed 10% year over year to $4.47.
Vertex Pharmaceuticals still has a decent patient population to address as it expands into new territories and earns new label expansions, especially for younger patients. The company's core business should remain a growth driver over the next decade, as its most important products won't face patent cliffs until the late 2030s. Even though some pharmaceutical companies are developing competing therapies, all previous attempts have failed. Successes may come, eventually, but that's also why Vertex has diversified its lineup.
The company's newer non-CF approvals, including Casgevy and Journavx, a medicine for acute pain, should start meaningfully contributing to top-line growth within a couple of years. Vertex expects at least $500 million in non-CF revenue this year. That will represent less than 5% of its revenue, but with Casgevy gaining traction thanks to label expansions and Journavx meeting strong demand for non-opioid pain drugs, they should post solid sales growth over the next few years. So, Vertex Pharmaceuticals still has plenty of upside ahead, even though it recently hit a new 52-week high. Investors can safely hold this stock for the long term.
Remitly Global vzrostla v první polovině roku 2026 o 62,4 % díky růstu podílu na trhu a první ziskovosti. V 1. čtvrtletí vzrostl objem převodů o 37 % na 22,1 miliardy USD a tržby o 25 % na 453 milionů USD.
Shares of Remitly Global (RELY +0.89%) were soaring 62.4% in the first half of 2026, according to data from S&P Global Market Intelligence. The remittance disruptor is taking market share and finally showing some profitability, which is getting investors bullish on the stock.
After years of worries about disruption from novel technologies like stablecoins, Remitly is finally showing its might to investors. Here's why the stock was soaring in 2026, and whether it is still a buy for your portfolio today.
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Fast growth and hints of profitability Remitly has delivered consistent gains for investors in 2026 due to its market share gains in remittances, or international money transfers. In the first quarter, send volume was up 37% to $22.1 billion, revenue was up 25% to $453 million, and, importantly, net income was a positive $49.1 million, up 332% year-over-year.
There is a massive opportunity for Remitly to deliver an easy-to-use money transfer service to tens of millions of customers around the globe, which is allowing it to steal share from existing players while also expanding the total addressable market. Management is now expanding into new sectors, including card spending, mobile wallets, and business transfers.
At the same time, it is expanding profit margins. These dual engines of growth and profitability are why investors are now more bullish on Remitly than they've been in a long while.
Image source: Getty Images.
Should you buy Remitly stock? Even after this jump, Remitly's stock is still down 51% from its highs set at the time of its 2021 IPO. With monster revenue growth over the past few years, its price-to-sales ratio (P/S) is still below 3. With strong profit margins and further room to grow, this P/S ratio still feels cheap for anyone looking to add to their Remitly position today.
For example, in 2026, Remitly expects revenue to grow by 20% to just under $2 billion. If double-digit growth continues, it will soon reach $3 billion. With EBIT (earnings before interest and taxes) margin climbing, we could see a 20% bottom-line profit margin a few years down the line, especially once Remitly stops its large marketing investments.
A 20% profit margin on $3 billion in revenue is $600 million in earnings, which is still a cheap earnings multiple compared to Remitly's market cap of $5 billion. It is not as cheap as it was at the beginning of this year, but Remitly Global still looks like a solid buy for investors today.
Artisan Partners Asset Management oznámila předběžná aktiva ve správě k 30. červnu 2026 ve výši 183,4 miliardy USD. V červnu došlo k čistému odlivu ze strategie Value Equity asi 5,7 miliardy USD po ukončení subadvisory mandátu v USA.
MILWAUKEE, July 10, 2026 (GLOBE NEWSWIRE) -- Artisan Partners Asset Management Inc. (NYSE: APAM) today reported that its preliminary assets under management ("AUM") as of June 30, 2026 totaled $183.4 billion. Artisan Funds and Artisan Global Funds accounted for $93.5 billion of total firm AUM, while separate accounts and other AUM1 accounted for $89.9 billion.
PRELIMINARY ASSETS UNDER MANAGEMENT BY STRATEGY2 As of June 30, 2026 - ($ Millions) Growth Team Global Opportunities$13,441Global Discovery 1,885U.S. Mid-Cap Growth 10,359U.S. Small-Cap Growth 2,981Franchise 1,112Global Equity Team Global Equity 420Non-U.S. Growth 16,465U.S. Value Team3 Value Equity 473U.S. Mid-Cap Value 1,298Value Income 8International Value Group International Value 57,099International Explorer 1,230Global Special Situations 39Global Value Team Global Value 38,967Select Equity 1,068Sustainable Emerging Markets Team Sustainable Emerging Markets 3,508Credit Team High Income 14,288Credit Opportunities 417Floating Rate 290Custom Credit Solutions 1,515Developing World Team Developing World 3,292Antero Peak Group Antero Peak 2,562Antero Peak Hedge 254International Small-Mid Team Non-U.S. Small-Mid Growth 4,309EMsights Capital Group Global Unconstrained 1,825Emerging Markets Debt Opportunities 1,506Emerging Markets Local Opportunities 1,941Grandview Property Partners Grandview Property Partners4 837 Total Firm Assets Under Management ("AUM")$183,389 1 Separate account and other AUM consists of the assets we manage in or through vehicles other than Artisan Funds or Artisan Global Funds. Separate account and other AUM includes assets we manage in traditional separate accounts, as well as assets we manage in Artisan-branded collective investment trusts, and in our own private funds.
2 AUM includes $381.8 million in aggregate for which Artisan Partners provides investment models to managed account sponsors (generally reported on a lag not exceeding one quarter).
3 In June, the termination of a U.S. sub-advisory mandate resulted in approximately $5.7 billion of net outflows from the Value Equity strategy. Artisan has commenced an orderly wind-down of the US Value team's strategies, with the process expected to continue throughout the third quarter.
4 Represents NAV plus uncalled and recallable capital.
ABOUT ARTISAN PARTNERS
Artisan Partners is a global multi-asset investment platform providing a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners' autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.
Investor Relations Inquiries: 866.632.1770 or [email protected]
Source: Artisan Partners Asset Management Inc.
Nu Mexico získala povolení začít fungovat jako banka a má 30 kalendářních dnů na dokončení přeměny. S více než 15 miliony zákazníků se má stát největší digitální bankou v Mexiku.
Digital bank Nubank’s Mexican operation, Nu Mexico, has received authorization to begin operations as a bank and now has 30 calendar days to complete its transformation into a bank, the company said in a Friday (July 10) press release.
Nu received the authorization from the National Banking and Securities Commission (CNBV), and the company will become a bank in a process supervised the CNBV, the Bank of Mexico and the Ministry of Finance and Public Credit, according to the release.
The company said that with more than 15 million customers, it will become the largest digital bank in Mexico.
“The authorization we receive and the growth we have achieved confirm that this model works and has the potential to transform the relationship millions of people have with their money,” Nubank Founder and Global CEO David Vélez said in the release.
Nubank entered the Mexican market in 2019; launched its first product, a no-fee credit card with customizable finance plans, in 2020; and later added a savings account, personal loans and secured cards, according to the release.
Today, Nu has a presence in 98% of Mexico’s municipalities, adds 12,000 new customers per day, and has given 54% of its customers their first credit card, per the release.
To this point, Nu Mexico has operated in the country as a Popular Financial Society (SOFIPO).
“Receiving authorization after an unprecedented process of transforming from a SOFIPO into a bank is a milestone we have not reached alone,” Nu Mexico CEO Armando Herrera said in the release. “We got here alongside millions of Mexicans who have placed their trust in Nu to transform the way they relate to their money.”
Nu Mexico announced in April 2025 that it received approval of its banking license from the CNBV and would continue operating as a SOFIPO while undergoing a rigorous regulatory audit before obtaining authorization to begin operations as bank.
It was reported in November that Nu was part of a wave of FinTech challengers, along with companies like Revolut and Mercado Pago, that were set to place pressure on the existing players in Mexico’s banking sector to modernize operations and slash fees.
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QBTS oznámila meziroční růst bookings o 1 994 % v 1. čtvrtletí 2026, tažený silnou komerční poptávkou. Společnost zároveň rozšiřuje nabídku mimo oblast annealingu po akvizici Quantum Circuits.
Key Takeaways QBTS bookings jumped 1,994% year over year as commercial momentum continued into first-quarter 2026. QBTS is expanding beyond annealing with a gate-model roadmap after the Quantum Circuits acquisition. QBTS revenues can fluctuate as larger contracts depend on customer deployment schedules and milestones. D-Wave Quantum’s (QBTS - Free Report) shares have surged 42.9% over the past year, showing impressive momentum. It has significantly outperformed the industry’s 14.2% decline and the S&P 500 composite’s 23.1% gain.
With healthy fundamentals and strong growth opportunities, this Zacks Rank #3 (Hold) company appears to be a solid wealth creator for its investors at the moment.
D-Wave Quantum develops and delivers quantum computing systems, software, and services for commercial customers. Core use cases focus on optimization-workforce and production scheduling, vehicle routing and resource allocation, with expanding applications in AI and research. The current sixth-generation annealing system is Advantage2. Revenues come from three primary sources — cloud-based quantum computing as a service (QCaaS), professional services that help customers deploy solutions and on-premises system sales.
Key Catalysts for QBTS’ GrowthD-Wave Quantum’s share price is trending upward, prompted by its commercial momentum carried into the first quarter of 2026. Bookings were up 1,994% from the year-ago period. Over two dozen commercial customers represented over 31% of bookings, while the largest order was the $20 million Florida Atlantic University system sale. Remaining performance obligations were $42.4 million as of March 31, 2026, with about 54% expected to convert to revenues in the next 12 months and 71% in the next two years.
Investors are also focused on the company’s annealing platforms - Advantage2 and the Leap cloud service. The company is extending its product set into gate-model computing following the Quantum Circuits acquisition in January 2026. It highlighted dual-rail qubits with built-in error detection and on-chip cryogenic control as key elements of its gate-model approach. It is targeting roughly 175 physical qubits by the end of 2028 to demonstrate error correction and logical operations, then 10 logical qubits by 2030 and 100 logical qubits by the end of 2032. Alongside this long-dated gate-model roadmap, D-Wave continues to add commercial annealing applications in production and expand research use cases, including work in quantum AI and blockchain benchmarking.
From solvency view point, cash and cash equivalents totaled $338.2 million and marketable investment securities amounted to $250.2 million. Operating cash outflow was $45 million in the first quarter, while investing cash outflow included $250.8 million of cash consideration for the Quantum Circuits acquisition. Even after that step-down, the balance sheet supports continued investment in R&D, sales coverage and system installations. Leap cloud utilization was below 50% entering 2026, which leaves capacity headroom, and additional annealing systems can be installed within months at modest cost.
Factors That May Offset QBTS’ GainsD-Wave’s revenue mix still depends on the timing of larger contracts and system deliveries. First-quarter 2026 revenues fell to $2.9 million from $15.0 million in the first quarter of 2025 because the prior-year quarter included $12.6 million from the first system sale, with no comparable system revenues recognized in the current period.
Image Source: Zacks Investment Research
While deferred revenues increased to $11.6 million and remaining performance obligations rose to $42.4 million, conversion depends on customer deployment schedules and contract milestones. This setup can drive quarter-to-quarter volatility and delay reported revenues even when bookings are rising.
A Glance at QBTS’ EstimatesIn the past 30 days, the Zacks Consensus Estimate for 2026 loss per share EPS has remained unchanged at 25 cents.
Revenues are projected to grow 63.3% to $40.16 million in 2026, while the same for 2027 is expected to reach $91.76 million (up 128.5%).
Key PickSome better-ranked stocks in the broader internet space are Atlassian (TEAM - Free Report) , BILL Holdings, Inc. (BILL - Free Report) and Compass (COMP - Free Report) .
Atlassian has an earnings yield of 7.1%, well ahead of the industry’s 4.5% yield. Its earnings surpassed estimates in each of the trailing four quarters, the average surprise being 21.5%. The company’s shares have rallied 43.8% against the industry’s 4.8% decline over the past year.
TEAM carries a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
BILL Holdings, carrying a Zacks Rank #1 at present, has an earnings yield of 8.4% compared to the industry’s negative 4.5% yield. Shares of the company have gained 22.8% compared with the industry’s 4.5% growth. BILL’s earnings topped estimates in each of the trailing four quarters, the average surprise being 21.7%.
Compass, carrying a Zacks Rank #1 at present, has an earnings yield of 0.8% compared with the industry’s 4.5% yield. Shares of the company have climbed 43.1% against the industry’s 27.9% decline. COMP’s earnings beat estimates in two of the trailing four quarters, missed in one and matched in the other, the average surprise being 37.8%.
Ethena’s USDe na Morpho nasbíral za necelé čtyři týdny vklady ve výši 323,7 milionu USD, což představuje zhruba 40% růst. Coinbase navíc na Morpho spustila výnosový USDC vault využívající USDe.
Ethena’s synthetic dollar token USDe has accumulated $323.7 million in deposits on the Morpho lending protocol in under four weeks. The number represents a substantial jump from the $225 million to $235 million in Ethena-related total value locked on Morpho that was recorded between March and April 2026. In other words, deposits have grown by roughly 40% in a matter of weeks.
What’s actually driving the growth Morpho’s integration with Ethena dates back to March 2024. That early partnership gave the protocol a head start in building curated lending markets around USDe and its staked counterpart, sUSDe. The staked version acts as productive collateral, meaning it generates yield while simultaneously backing borrowing positions.
In June 2026, Coinbase launched a high-yield USDC vault on Morpho that leverages USDe, giving retail users access to lending strategies that were previously the domain of institutional desks. Ethena has also been strategically allocating its backing assets, including USDT, into Morpho vaults. When the issuer of a synthetic dollar is actively deploying its reserves into the same protocol where users are depositing, it creates a self-reinforcing loop of liquidity and confidence.
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The bigger picture for USDe supply Ethena’s total USDe supply has stabilized between $4.5 billion and $6 billion in 2026. The token previously peaked above $10 billion, meaning current supply levels still represent a roughly 40% to 55% drawdown from all-time highs.
USDe maintains its dollar peg through a delta-neutral strategy: Ethena holds spot crypto positions and simultaneously shorts equivalent futures contracts. The spread between those positions generates yield. When funding rates are positive, this works well; when they’re not, it gets complicated.
Ethena forged a partnership with Janus Henderson in June 2026, bringing traditional asset management credibility to a protocol that lives entirely on-chain.
What this means for DeFi investors The Coinbase USDC vault integration creates a bridge between traditional stablecoin holders and USDe’s yield mechanics. Users deposit USDC, the vault strategy interacts with USDe on Morpho, and retail participants capture returns they couldn’t easily access before.
USDe’s yield depends on funding rates remaining positive across perpetual futures markets. During sustained bearish periods, those rates can flip negative, compressing or eliminating the protocol’s yield advantage. Ethena’s decision to diversify backing assets by deploying USDT into Morpho vaults reflects an awareness of concentration risk.
Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.
Apple zažalovala OpenAI a dva bývalé zaměstnance kvůli údajnému zneužití obchodních tajemství, včetně návrhů produktů a výrobních procesů. Spor se týká snahy OpenAI rozšířit se do spotřebního hardwaru.
A person points to an iPhone during Apple's event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. September 9, 2025. REUTERS/Manuel Orbegozo /File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesApple alleges coordinated effort to steal designs and manufacturing processesMore than 400 former Apple employees now work for OpenAI, Apple saysOpenAI bought io Products last year in a $6.5 billion dealTensions between Apple and OpenAI have simmered for monthsJuly 10 (Reuters) - Apple (AAPL.O), opens new tab on Friday sued OpenAI and two former employees, alleging misappropriation of its trade secrets to benefit the ChatGPT-owner's foray into consumer hardware, in a dramatic escalation of already simmering tension between the two companies.
The complaint, filed in the U.S. District Court for the Northern District of California, alleges a coordinated effort to steal Apple's confidential information, including product designs, manufacturing processes and supply chain strategies.
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OpenAI did not immediately respond to a request for comment.
The lawsuit was filed against Chang Liu, a former senior system electrical engineer, and former Vice President of Product Design for iPhone and Apple Watch Tang Yew Tan, as well as OpenAI Foundation, OpenAI Group PBC and io Products. Neither immediately responded to a request for comment.
Apple alleged that Liu failed to return a company-issued work laptop and later used an authentication bug to access Apple's internal network, downloading "dozens of Apple's confidential hardware-related files."
The iPhone maker also claimed that OpenAI’s hardware chief Tan had been "methodically using Apple’s confidential information to benefit OpenAI" by emailing himself information about Apple suppliers and internal industry summaries before his departure.
Apple alleged that Tan encouraged Apple employees to bring parts from Apple to job interviews at OpenAI for “show and tell” sessions, citing an incident in its filing where one OpenAI job candidate allegedly said that he “didn’t even know we could take those from the office.”
More than 400 former Apple employees now work for OpenAI, Apple said in the filing, saying that “it is not surprising” that some of them have knowledge of its confidential information.
“That OpenAI now employs people who were once entrusted with Apple’s trade secrets does not entitle OpenAI to use that information to jumpstart its hardware efforts,” the iPhone maker wrote in its complaint.
Apple also alleged that OpenAI employees sought confidential information from Apple suppliers, at one point allegedly having one of those suppliers carry out what Apple called a secret metal finishing technique on the belief that OpenAI had Apple’s permission to use the technique.
OpenAI bought hardware startup io Products, founded by former Apple designer Jony Ive, last year in a $6.5 billion deal, in a push to move beyond software into consumer hardware. Ive is not named in the lawsuit.
TENSIONS BREWED FOR MONTHSTensions between the two tech companies have strained their relationship, as the race to develop AI products has intensified competition for talent and proprietary technology.
In its complaint, Apple claimed it wrote to OpenAI in February with concerns that its confidential information was making its way to OpenAI, asking to discuss the matter, but received no reply.
A person familiar with the matter told Reuters in May that OpenAI was exploring legal options against Apple, including notifying the technology giant of a breach of contract but potentially not filing a full lawsuit.
In 2024, Apple announced the integration of its "Apple Intelligence" technology across its apps including Siri and brought OpenAI's chatbot ChatGPT to its devices.
Their partnership allows users to access ChatGPT results through Siri, while iPhone users can also sign up for ChatGPT memberships directly from the iOS settings menu.
Apple rolled out a long-delayed overhaul of Siri last month. The update comes two years after Apple first promised major upgrades that were repeatedly delayed.
Reporting by Jaspreet Singh in Bengaluru and Stephen Nellis and Deepa Seetharaman in San Francisco; Editing by Maju Samuel
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Jaspreet Singh joined Reuters as a technology reporter in April 2023. He covers a raft of developments including deals, layoffs, management changes, quarterly earnings and the latest in the world of AI. He is interested in stories that bring to light any corporate misconduct, abuse of power and innovation. Jaspreet graduated from Panjab University with a degree in Journalism. If you have any sensitive information or a tip to share, contact him for an off-the-record introduction chat. He will explain what it means to speak with a reporter on background.
Meta v pátek vzrostla o 6 % a za týden přidala přes 14 %, po uvedení nového AI modelu a plánech na vlastní AI čipy. Mark Zuckerberg si díky tomu polepšil o 12,7 miliardy USD.
ToplineMark Zuckerberg’s net worth increased by $12 billion on Friday as Meta’s stock concluded its best weekly performance in more than two years, following the debut of a new AI model and reported plans for the Facebook parent to develop in-house AI chips.
The Facebook parent’s stock saw a positive investor reaction to its new AI model and reported plans for in-house AI chips.
Getty Images
Key FactsMeta jumped 6% on Friday to just under $670, extending a more than 14% rally for the stock over the week, its best five-session performance since a 20.5% surge the week ending Feb. 2, 2024, according to FactSet data.
The latest boost in Meta shares added $12.7 billion to Zuckerberg’s net worth, valued at $229.3 billion, as he ranks No. 6 in the world behind No. 5 Michael Dell ($241.3 billion) and No. 4 Jeff Bezos ($255.2 billion), according to Forbes estimates (for the rest, see our Real-Time Billionaire List).
This week Meta rolled out Muse Image, a new AI model to be used as a tool for creating images, and the latest update to its foundational AI model Muse Spark, which Meta claimed is a “significant upgrade” that makes the model better at coding, using software tools and understanding texts and images together.
On Thursday, Meta’s shares rallied by 4.7% after Reuters reported the company planned to start producing an in-house AI chip by September.
Bank of America Analyst Justin Post applauded Meta’s chip plans, writing in a note that the company may have found a way to build or operate its AI infrastructure much more cheaply than Wall Street expected.
contraMeta has faced backlash for its Muse Image tool from Hollywood unions, talent agencies and cybersecurity firms over privacy concerns. Instagram’s implementation of the tool allowed users to create AI content based on images posted by public accounts, which are not notified when their posts are used for image generation, and users are automatically opted into the program. SAG-AFTRA, a major Hollywood union representing more than 160,000 actors and entertainment industry professionals, urged its members to opt out of the tool late Thursday, while talent agency Creative Arts Agency called for Meta to make the feature opt-in, not opt-out. Cybersecurity firm Malwarebytes warned the tool could be used for “impersonation, scams, or other abuse.” Meta, in response to criticism, said in a statement that users under 18 were automatically opted out and that it will “take action” against content that violates its community standards.
what to watch forMeta is expected to report quarterly earnings by the end of the month. The company is expected to report a nearly 7% boost in revenue quarter-to-quarter, but a 31% downturn in earnings per share, according to FactSet. Meta’s $10.44 earnings per share through its first quarter were boosted by a one-time $8 billion tax benefit.
key backgroundInvestors poured into Meta’s stock to open the year as shares briefly peaked in late January before stumbling to a low in March. That monthlong decline came as Meta was struck by a pair of landmark court rulings, one of which found Meta and Google liable for harming a woman’s mental health because of addictive design features on their platforms, and the brief closure of its metaverse. At the time, Meta also reportedly delayed the release of its AI model after it failed to outperform AI models from rivals OpenAI, Google and Anthropic in benchmark tests. The stock has since rebounded by more than 28% as Meta has ramped up production of its AI products, including Muse Spark and Muse Image.
further readingForbesInstagram’s New AI Update Faces Blowback From Hollywood, Cybersecurity CompaniesBy Conor MurrayForbesMeta’s Rare Selloff Deepens After Court Losses, AI Delays And Metaverse’s DeclineBy Ty Roush
Tesla čelí v New Jersey návrhu zákona, který by mohl zakázat její autonomní vozy. V Číně zároveň mírně získala podíl na trhu s elektromobily, přestože její maloobchodní prodeje meziročně klesly.
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Leaderboard Quarterly Scorecard Webinar Q&A Summary For Thursday, July 9, 2026 Tesla faces a new bill in New Jersey that could potentially ban its autonomous vehicles because of the method in which they operate. At the same time, on the other side of the world in China, Elon Musk's car company made slight gains in EV market share, despite a year-over-year decline in retail sales. Amid all this news, Tesla (TSLA)…
Výdaje na AI Microsoftu, Amazonu a Alphabet podle D.A. Davidson začínají přinášet reálné výnosy, protože kapacita datových center je často prodána ještě před dokončením stavby. Investorům se to zatím neprojevuje v cash flow.
Gil Luria, Head of Technology Research at D.A. Davidson, frames the debate over AI capital spending as a timing problem. Microsoft, Amazon, and Alphabet say their data center investments are already generating attractive returns because much of the capacity is sold before construction is complete. Investors are still waiting for those returns to become visible in reported cash flow.
“There’s a disconnect between what the companies are saying about return on investment from this AI spend and what investors feel,” Luria explained during a July 10 CNBC interview. “What investors see is diminishing cash flows, the lowest levels of cash flow margin they’ve seen in a long time.”
Luria believes both sides can be right. Hyperscalers are spending enormous sums upfront to meet contracted demand from customers such as OpenAI and Anthropic, while the revenue and cash flow from those investments will arrive over several years. The key question is whether cloud growth can accelerate quickly enough to justify the historic spending underway today.
OpenAI and Anthropic’s Cumulative Run Rate Climbed From Under $20B to Over $75B in 6 Months The clearest evidence that this spending cycle is anchored in real consumption sits on the customer side. “OpenAI and Anthropic combined had less than $20 billion run rate just six months ago. Now they have more than $75 billion run rate. That’s a huge curve,” Luria said.
That is the readthrough Luria wants investors to focus on. “For Microsoft, Amazon and Google… what those three companies are saying is these investments are already coming at good returns. You just don’t see that yet. When we build a data center, it’s already pre-sold. We know what it’s going to cost to build and operate. We’re marking that up substantially to our customers, and therefore there’s a good return.”
Microsoft Nearly Doubled Capex Without Sacrificing Its Margins Microsoft’s (NASDAQ:MSFT | MSFT Price Prediction) Q3 FY26 capex totaled $30.88 billion, up 84.39% year-over-year, while operating margin held at 46.3% and the AI business reached a $37 billion annual run rate, up 123% year-over-year. Commercial remaining performance obligations reached $627 billion, an enormous pre-sold backlog.
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Luria pointed to the offset that keeps margins steady: “We saw Microsoft do layoffs at Xbox to make sure that they can show that their revenue acceleration is happening with stable margins. That’s a sign of good returns.” He also expects Azure growth to accelerate from 40% in upcoming guidance. Microsoft shares are down 20.17% year-to-date through July 9, 2026, trading at $384.36.
Amazon Is Spending $200 Billion to Meet Explosive AI Demand Amazon (NASDAQ:AMZN) posted AWS revenue of $37.587 billion in Q1 2026, up 28%, the fastest growth in 15 quarters, at a 37.7% operating margin. The custom chips line topped a $20 billion revenue run rate, growing triple digits year-over-year. Anthropic committed to up to 5 GW of Trainium capacity and OpenAI to roughly 2 GW starting in 2027. Q1 capex climbed to $44.203 billion, and full-year 2026 capex is guided at roughly $200 billion.
Google Cloud Grew 63% as Free Cash Flow Fell 47% Alphabet (NASDAQ:GOOGL) posted the most dramatic acceleration. Google Cloud revenue grew 63% to $20.03 billion, with backlog nearly doubling quarter-on-quarter to over $460 billion. Capex more than doubled to $35.67 billion, and 2026 capex is guided at $175-$185 billion. Free cash flow fell to $10.12 billion, down 46.63% year-over-year. That is exactly the cash flow compression Luria described. Alphabet shares are up 14.81% year-to-date.
What to Watch Next Luria’s thesis rests on a multi-year gap between when hyperscalers spend money and when investors see the returns. Data centers require enormous upfront capital, while the revenue and cash flow they generate will likely arrive over years one through five. In the meantime, Microsoft, Amazon, and Alphabet are protecting margins by cutting costs elsewhere and pointing to pre-sold capacity, accelerating cloud growth, and enormous backlogs as evidence that the demand is real.
The near-term test will be whether Azure accelerates from 40% growth and whether AWS and Google Cloud sustain their recent momentum. Microsoft’s $627 billion commercial backlog, Amazon’s capacity commitments from Anthropic and OpenAI, and Alphabet’s cloud backlog above $460 billion all support the hyperscalers’ argument.
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Coca-Cola se drží u historických maxim, zatímco PepsiCo od vrcholu v roce 2023 klesla téměř o třetinu. Investory dál znepokojuje slabší prodej nápojů i snacků v Severní Americe.
Coca-Cola is pounding Pepsi on Wall Street, riding a lean beverage strategy to near-record highs while its bloated rival chokes on a slumping snack business.
Coke shares are nearly the highest ever since the Atlanta-based drinks giant entered the stock market over a century ago. Meanwhile, PepsiCo’s stock has tumbled nearly 30% since peaking just below $200 in 2023.
Pepsi reported better-than-expected second-quarter earnings on Thursday, but the results failed to reassure investors as sales dropped in its core North American beverage division.
Coca-Cola’s stock is trading near all-time highs, while shares in Pepsi have tumbled by close to one-third since peaking just below $200 in 2023. monticellllo – stock.adobe.com The company posted a 6.4% increase in overall net revenue to $24.2 billion, with North American beverage sales accounting for $7.2 billion of the total.
After years of rivalry featuring “Pepsi challenges,” ill-fated experiments like “New Coke” and relentless ad campaigns, Coke was widely seen as coming out on top some years ago. Investors are seconding that opinion, pointing to disparate financials.
The financial gap between the competitors is most evident in their profitability. Coca-Cola reported a 35% operating margin in the first quarter, up from about 33% a year earlier. PepsiCo’s operating margin hovered around 16.5% for the first half of the year, less than half of its rival’s.
“It’s becoming more obvious to the investor base that Coke has a superior business model,” Nik Modi, co-head of global consumer research at RBC Capital Markets, told Barron’s.
PepsiCo’s challenges stem primarily from its snack division and its approach to bottling operations.
Packaged foods and snacks, including Lay’s, Doritos and Cheetos, generated 58% of PepsiCo’s revenue in 2025.
But aggressive price increases implemented during the COVID pandemic have hurt demand. Consumers have increasingly traded down to cheaper store brands to slash their grocery budgets.
Investors appear yet to be convinced by Pepsi’s strategy, which has been criticized for being bloated and overpriced. REUTERS In North America, snack food revenue fell 2% in the second quarter compared with a year ago, and unit sales remained flat.
PepsiCo CEO Ramon Laguarta attributed the slowing snack sales partly to high gasoline prices, which deter customers from making impulse buys at convenience stores.
“I think the consumer is worse than what we had anticipated and driven mainly by gas prices,” the exec said Thursday during a conference call with investors.
Citi analyst Filippo Falorni said the company faced “continued weakness in North America” in a note to clients on Friday, warning that the sales slump would persist for as long as inflationary pressures caused by the Iran war hit the US economy.
PepsiCo also owns a string of snack brands, including Lays chips and the best-selling Doritos products. Bloomberg via Getty Images “This dynamic also creates carryover risk to numbers in 2027,” he added, “with still elevated cost inflation pressuring margins.”
Coca-Cola, by contrast, focuses almost exclusively on beverages. It has driven growth with products like Fairlife ultra-filtered milk and smaller, premium-priced soda cans.
Coca-Cola also keeps overhead costs low by franchising most of its bottling operations. PepsiCo still owns about 80% of its bottlers, creating higher structural costs that cut into its margins.
PepsiCo’s lagging performance recently drew the attention of activist investor Elliott Investment Management.
After disclosing a $4 billion stake in PepsiCo in September, the hedge fund pushed the company to streamline operations, lower prices, and consider refranchising its North American bottling network, similar to Coca-Cola’s model.
In response, Pepsi struck an agreement with Elliott late last year. The company agreed to a sweeping restructuring plan that includes cutting 20% of its US product lines by early 2026, lowering prices on core brands, and shuttering several manufacturing plants.
While PepsiCo has resisted a full refranchising of its bottling operations, it has begun testing the integration of its snack and beverage distribution systems to improve efficiency.
To improve profitability, RBC’s Modi suggested the company might need to rethink its heavy ownership of manufacturing and distribution facilities.
“They may have to make some tough choices,” he said.
Shares of Coca-Cola Co. rose in midday trading Friday, continuing to widen the financial gap with PepsiCo.
As of 2 p.m. EDT, Coca-Cola stock was trading at $83.34, up 71 cents, or nearly 1%, from Thursday’s close of $82.63. The stock continues to hover near its 52-week high of $85.68.
Meanwhile, shares of PepsiCo were down 56 cents, or 0.4%, trading at $137.30. The stock is lingering closer to its 52-week low of $133.75 after closing at $137.86 on Thursday.
Coca-Cola is set to report its second-quarter earnings July 28
PepsiCo zvýší dividendu o 4 % a prodlouží sérii růstu dividend na 54 let. Firma zároveň potvrdila celoroční výhled růstu organických tržeb o 2–4 % a core EPS o 4–6 %.
Fifty-four. That is how many consecutive years PepsiCo (NASDAQ:PEP | PEP Price Prediction) will have raised its dividend once the 4% increase in the annualized dividend per share takes effect with the June 2026 payment. The company which now trades at a $200 billion market capitalization reaffirmed the streak in its Q1 FY2026 earnings release filed April 15, 2026, pushing its annualized payout to $5.92 per share.
For a retirement-focused reader who cares about income that keeps showing up, that streak is the story.
What It Means A 54-year run puts PepsiCo in a club of two Dividend Kings with 50-plus years of consecutive dividend increases. The raise is backed by real capital return. Management sized total FY2026 shareholder returns at roughly $8.9 billion, split between $7.9 billion in dividends and $1.0 billion in repurchases, on top of a new $10 billion share repurchase program running through February 28, 2030.
The cash flow behind that promise is doing its job. Pepsi’s Q1 core EPS came in at $1.61 against a $1.54 consensus, revenue landed at $19.44 billion versus $18.92 billion expected, and operating margin expanded 210 basis points to 16.5%. International segments carried the quarter, with EMEA core operating profit up 29% and Asia Pacific Foods up 35%. That is the plumbing that funds five decades of raises.
Market Reaction Pepsi stock closed at $144.22 on July 2, 2026, up 2.17% on the day. On a longer look, the stock is up 2.44% year to date, 3.37% over one week, and 9.84% over one year. That trails the S&P 500’s 9.22% YTD and 20.04% one-year gain, but recent trading has turned. TradingKey reported the stock rose 4.21% on July 1 driven by institutional accumulation, with the market pricing in a valuation floor ahead of Q2.
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Bull Case The defensive rotation is the setup. UBS analyst Sean Burns wrote on July 2 that “defensive dividend stocks like PepsiCo (PEP) and McDonald’s (MCD) are poised for a comeback, offering attractive value compared to high-growth tech stocks,” citing a 4.4% market-implied yield on lower-risk companies versus 1.4% for high-risk stocks. PepsiCo’s current dividend yield of 4.2% sits inside that band, and the stock trades at 16 times forward earnings against a trailing P/E of 22.
Valuation adds a second leg. Shares sit 17.55% below the 52-week high of $171.48 set on February 12, 2026, and the analyst average target of $166.82 implies room above the current print. CEO Ramon Laguarta framed the setup on the call: “We are encouraged with the resilience of the International business while North America continued to make progress in the first quarter.” Reaffirmed FY2026 guidance calls for organic revenue growth of 2-4% and core constant currency EPS growth of 4-6%, with free cash flow conversion of at least 80%.
The macro backdrop favors the thesis. Per capita disposable income has risen from $63,638 in 2024 Q1 to $68,391 in 2026 Q1, and personal consumption expenditures ran at $21,634.9 billion in 2026 Q1. Consumers keep buying snacks and drinks. Additionally, a beta of 0.359 means PepsiCo moves roughly a third as much as the broader market, exactly the profile retirement portfolios lean on when volatility picks up.
Bottom Line Fifty-four consecutive raises is a track record you can plan retirement income around. Pepsi’s Q2 2026 earnings are scheduled for July 9, 2026, with forecasted EPS of $2.19 on revenue of $23.97 billion, and a repeat of Q1’s international strength would validate the pricing the market is starting to put back into the stock. For long-term holders, the anchor is the payout streak, and the payout streak is still intact.
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Exxon Mobil ve 2. čtvrtletí čeká nárůst zisku o 5 miliard USD na 15,7 miliardy USD, ale ropní giganti neplánují výrazně zvyšovat těžbu. Místo toho sázejí na zpětné odkupy akcií a snižování dluhu.
The US energy industry is bracing for a huge windfall from the Iran war, but oil majors aren’t planning to ramp up drilling – even as the Trump administration pushes them to lower gasoline costs.
President Trump has repeatedly pressured American energy giants to “Drill, baby drill!” and recently threatened to investigate the industry for price-gouging as Americans feel pain at the pump – a concern for Republicans ahead of the midterms.
But oil majors are reluctant to build out more rigs and wells, resisting White House pressure as they claim their bumper profits are just a temporary boost.
The US energy industry is bracing for a huge windfall – but oil majors are hesitant to ramp up production. USA TODAY Network via Reuters Connect “I think the industry is strong,” Joe Adamski, managing director of ProcureAbility, a supply chain consultancy, told The Post. “We are sitting at a very good position compared to the rest of the world … [but] oil companies are looking at it and saying this is a blip on the radar.”
In a preview of its second-quarter earnings, Exxon Mobil said this week it could see a $5 billion jump in profits – pushing adjusted earnings to $15.7 billion, or triple the previous quarter.
Experts said Chevron and Shell are also expected to report blowout second-quarter earnings later this month, similar to their first-quarter results – which came in 45% and 37% higher than expected, respectively.
“It’s going to be extra billions of dollars, as we saw with Exxon Mobil,” Jeff Krimmel, founder of Krimmel Strategy Group, told The Post. “It’ll be a multibillion gain across the industry just based on all the disruptions that continue to exist that really peaked toward the end of the second quarter.”
Big markups The huge windfall for US oil majors comes as attacks on vessels and airstrikes in the Middle East have largely choked off the Strait of Hormuz, a vital maritime route for 20% of the world’s oil. That has sent demand skyrocketing for alternatives like US crude, which peaked above $110 a barrel in April.
Markups on US crude jumped to an all-time high – as much as an extra $30 to $40 a barrel – as Asian and European refiners competed for the limited supply while scrambling to replace Middle Eastern oil stuck in the strait.
As of Friday, US crude oil futures traded at $71.25 a barrel while Brent crude hit $75.61 – set to end the week higher after Trump said the ceasefire with Iran was “over” and military strikes near the Persian Gulf again derailed traffic through the strait.
Trump has been pushing for more fossil fuel output, repeatedly urging companies to expand drilling operations and declaring a national energy emergency on the first day of his second term in January 2025.
US crude oil production hit a new record in 2025, according to the US Energy Information Administration. Bloomberg via Getty Images Last year, the Interior Department issued an aggressive proposal to expand offshore drilling near Florida and along the entire California coastline – fueling fierce pushback from local politicians fearful of oil spills.
In March, the Trump administration exempted drilling in the Gulf of America from the Endangered Species Act, citing “national security” concerns about oil supplies amid the war in Iran. Conservationists have decried the move, citing a risk to wildlife, particularly endangered whales.
Despite the policy changes, oil majors have been reluctant to spend their profits on building out more rigs and wells, as they expect demand to normalize quickly once the war ends unless there is severe lasting damage.
In a worst-case scenario for the oil industry, OPEC – the world’s most powerful oil cartel – could fall apart, and dominant Saudi Arabia could ramp up its energy production too far for others to compete, potentially sending oil as low as $40 a barrel, according to a CNN report.
Efficiencies, not new drilling US giants’ stance does not mean production has been slowing. US crude oil production hit a new record in 2025 of 13.6 million barrels per day according to the US Energy Information Administration. By comparison, the entirety of Europe, excluding Russia, reportedly produced about 4 million barrels per day – or less than 4% of the global share.
However, it was efficiencies like better equipment and technology – not extra drilling – that helped boost production last year, according to Krimmel.
In a preview ahead of its second-quarter earnings, Exxon Mobil said this week that it could see a jump of $5 billion. Christopher Sadowski The number of active rigs and wells that were drilled in the US actually dipped, according to the EIA.
“We saw oil prices get above $90, even $100 temporarily during this war, and there was no huge rush to add rigs, to add production,” Krimmel said. “We already had a production surplus going into the war. A lot of analysts are expecting to reapproach that surplus as these flows normalize now.”
In May, Exxon Mobil and Chevron said that despite the Iran war, they did not intend to drill much more oil than initially planned.
Adamski said fears of political blowback are also likely keeping oil majors from building out new rigs, an expensive process that can take years and face opposition from environmentalists.
“They are sensitive to being in a political storm, that they would have a target on their back and Congress will start talking again about windfall profit taxes and things like that,” Adamski said.
“So they want to avoid putting in the appearance that they are taking advantage of this, so instead they’re doing share buybacks, they are paying down debt. They’re doing things like that.”
Pain at the pump But oil majors’ massive profits could draw scrutiny as the war in Iran eats into wallets, costing Americans roughly $1,000 per household in higher fuel, food and other expenses, according to economist Mark Zandi.
Trump has been eager to lower gasoline prices ahead of the November midterms, most recently heralding a new chain of gas stations on social media that are selling gas for $3.479 a gallon – well below market prices and wholesale costs.
The White House said these “Freedom Fuel” stations, which are mostly located near Philadelphia and in southern New Jersey, are run by a private company with no government support. It is unclear who is running the stations and for how long.
Last week, the Department of Justice asked state attorneys general to investigate potential antitrust violations by energy giants – after Trump accused them of price-gouging.
“I have instructed the DOJ to immediately start looking into this. Gasoline prices better start going down a lot faster than what I’m seeing!” the president wrote in a Truth Social post in June.
Gas has been slower to come down than oil, hitting $3.88 a gallon Friday after peaking at $4.56 this spring, according to AAA – but experts said that is a normal reaction since there is typically a lag between gasoline and oil prices.
“It really is just politics. The public gets angry when gas prices go up, and politicians need to be seen as being responsive to that anchor,” Krimmel told The Post.
“That’s about the extent of the action that you’ll see out of the federal government…There is zero indication that anything nefarious is happening there.”
Intuitive Surgical oznámí výsledky za 2. čtvrtletí 16. července; tržby mají vzrůst o 15 % na 2,81 mld. USD a EPS o 13,2 % na 2,48 USD. Firma ale čelí tlaku na marže kvůli rozjezdu da Vinci 5, clům a vyšším nákladům.
Key Takeaways Intuitive Surgical reports Q2 results on July 16, with sales seen up 15% and EPS up 13.2% year over year.ISRG faces margin pressure from da Vinci 5 rollout, tariffs and higher input costs despite strong growth.ISRG's recurring revenues, procedure growth and da Vinci 5 adoption support its long-term outlook. Intuitive Surgical (ISRG - Free Report) is set to release second-quarter results on July 16. The Zacks Consensus Estimate for sales is pegged at $2.81 billion, indicating year-over-year growth of 15%, and the same for earnings per share (EPS) implies an improvement of 13.2% to $2.48. The estimate for EPS has remained stable over the past seven days.
In the last reported quarter, Intuitive Surgical delivered an earnings surprise of 20.19%. The company’s earnings beat estimates in each of the trailing four quarters, delivering an average surprise of 16.82%.
Although ISRG’s top and bottom-line figures are likely to reflect strong growth during the second quarter, its shares have underperformed the Zacks Medical - Instrument industry as well as other robotic-surgery device makers — Stryker (SYK - Free Report) , Zimmer Biomet (ZBH - Free Report) , Globus Medical (GMED - Free Report) and Stereotaxis (STXS - Free Report) — so far this year. The stock has declined 27.4%, its industry has dipped 14.2%, and the S&P 500 Index has gained 9.5% in the same period. The share prices of SYK, ZBH, GMED and STXS have decreased 6.9%, 0.8%, 12.2% and 24.4%, respectively.
YTD Price Performance
Image Source: Zacks Investment Research
While Stryker commercializes its Mako robotic system for orthopedic joint replacements, Zimmer Biomet has ROSA system, which is available for orthopedic and neurosurgical procedures. Globus Medical and Stereotaxis’ robotic portfolios include ExcelsiusGPS and Genesis systems, respectively, used for spine and cranial procedures, and endovascular interventions.
The underperformance of the ISRG stock has led to a decline in its valuation multiples as well. The Price-to-Earnings Forward 12 Month (P/E F12M) valuation has fallen from a high of 96.05X at the beginning of 2025 to its current 37.12X, reflecting a significant decline despite robust earnings growth. At its current valuation multiples, the ISRG stock looks attractive amid its strong fundamentals.
P/E F12M Valuation of ISRG vs Industry
Image Source: Zacks Investment Research
Why Investors Are Selling ISRG StockDespite consistently delivering double-digit revenue and earnings growth, Intuitive Surgical stock has remained under pressure this year as investors weigh near-term margin headwinds against its long-term growth story. The biggest concern stems from the ongoing rollout of the next-generation da Vinci 5 platform.
Although customer adoption has exceeded expectations, the system currently carries lower margins than the mature Xi platform due to higher manufacturing, service and support costs. The company also expects elevated trade-in activity as hospitals replace older systems with da Vinci 5, creating an additional drag on profitability. Management further expects faster growth of newer da Vinci 5 and Ion platforms, along with higher depreciation from recent manufacturing expansions, to keep gross margins under pressure in 2026.
Tariffs, higher freight expenses and rising semiconductor memory costs are expected to increase input costs through the remainder of the year, while management continues to monitor potential supply constraints across components. Internationally, China remains a difficult market due to lower tender activity, domestic competition and pricing pressure, while Japan continues to face slower capital placements despite supportive reimbursement initiatives.
Investors are also watching the impact of GLP-1 obesity drugs, which continue to reduce bariatric procedure volumes. Although none of these challenges materially alter Intuitive Surgical’s long-term outlook, they have contributed to weaker investor sentiment and multiple compression in recent months. The entry of both large and smaller players, including Stryker, Zimmer Biomet, Globus Medical and Stereotaxis, into the robotic surgery market could intensify competition over time and erode ISRG's market share.
The Bull Case: What Drives ISRG's Prospect?While short-term concerns have weighed on the stock, Intuitive Surgical's underlying business remains exceptionally strong. The company continues to generate robust financial performance, reporting 23% revenue growth and a 36% increase in adjusted earnings during the first quarter of 2026, supported by 17% overall procedure growth across its da Vinci and Ion platforms.
Recurring revenues accounted for 86% of total sales, highlighting the resilience of its business model. Higher utilization of installed systems continues to drive high-margin instruments, accessories and service revenues, creating a recurring revenue stream that becomes increasingly valuable as the installed base expands. U.S. da Vinci utilization increased 4% during the first quarter, while utilization of da Vinci 5 systems remains approximately 11% higher than the legacy Xi platform.
The da Vinci 5 upgrade cycle is likely to remain Intuitive Surgical's biggest growth catalyst over the next several quarters. Customer adoption has been stronger than expected, with nearly 1,500 da Vinci 5 systems installed and approximately 13,000 surgeons already using the platform. Hospitals continue to upgrade their older systems, reflected by a sharp increase in trade-ins.
da Vinci Market Opportunity
Image Source: Intuitive Surgical
New Force Feedback instruments, additional FDA clearances and ongoing software enhancements are expected to improve clinical outcomes and further accelerate adoption. Intuitive Surgical continues to invest heavily in AI-enabled capabilities through its digital ecosystem. The company is leveraging surgical video, robotic data, force-feedback information and electronic medical records to develop AI-powered anatomy identification, decision support, workflow optimization and, eventually, augmented dexterity and automation.
Combined with rapid growth in the Ion lung biopsy platform, expanding SP procedures, rising international adoption and a growing installed base, these innovations provide multiple long-term growth drivers that reinforce Intuitive Surgical's leadership in robotic-assisted surgery.
Earnings Beat LikelyOur proven model predicts an earnings beat for ISRG this earnings season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat, which is the case here.
Earnings ESP: Earnings ESP, which represents the difference between the Most Accurate Estimate ($2.55) and the Zacks Consensus Estimate ($2.48), is +2.78%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Zacks Rank: The company carries a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Image Source: Zacks Investment Research
ConclusionAlthough near-term margin pressure from the da Vinci 5 rollout, tariffs and higher input costs has weighed on investor sentiment, Intuitive Surgical's long-term investment thesis remains intact. The company continues to deliver industry-leading procedure growth, expanding recurring revenues, increasing system utilization, and driving strong adoption of its newest robotic platforms while building a differentiated AI-enabled surgical ecosystem.
ISRG Short-Term Price Target
Image Source: Zacks Investment Research
With consistent strong execution and valuation multiples that have compressed significantly from its 2025 peak to around 37.1X despite healthy earnings growth, ISRG's valuation appears considerably more attractive than it was earlier this year. For long-term investors seeking exposure to robotic surgery, the recent pullback presents an opportunity to accumulate shares of a company with durable competitive advantages and robust growth fundamentals. Moreover, an expected earnings beat in the second quarter, along with its favorable rank, makes it an attractive bet before its second-quarter earnings release.
WINONA, Minn.--(BUSINESS WIRE)--Fastenal Company (Nasdaq:FAST) ('Fastenal,' 'we,' 'our,' or 'us') reported its board of directors declared a dividend of $0.26 per share to be paid in cash on August 25, 2026 to shareholders of record at the close of business on July 28, 2026. Except for share and per share information, dollar amounts are stated in millions.
We began paying annual dividends in 1991, semi-annual dividends in 2003, and then expanded to quarterly dividends in 2011. In addition to these regular dividend payments, we have previously paid special one-time dividends in December 2008, December 2012, December 2020, and December 2023. Our board of directors currently intends to continue paying quarterly dividends, though all future determinations as to payment of dividends will depend upon the financial condition and results of operations of Fastenal and such other factors as are deemed relevant by the board of directors at that time.
In 2026, 2025, and 2024, we paid (or declared) dividends as follows:
Year
First
Quarter
Second
Quarter
Third
Quarter
Fourth
Quarter
Total
2026
$
0.240
$
0.240
$
0.260
2025
$
0.215
$
0.220
$
0.220
$
0.220
$
0.875
2024
$
0.195
$
0.195
$
0.195
$
0.195
$
0.780
Dividend and common stock repurchase activity during the last ten years is as follows:
Average Per
Total
Dividends per Share
Total Value of
Total Number
Share Price of
Dividend
Dividends
Regular
Special
Total
Common Stock
of Shares
Common Stock
Year
Payments
Paid
Dividend
Dividend
Dividend
Purchased
Purchased
Purchased
2026
Three (1)
$
849.3
$
0.740
$
—
$
0.740
$
49.8
1,075,000
$
46.33
2025
Four
$
1,004.2
$
0.875
$
—
$
0.875
$
—
—
$
—
2024
Four
$
893.3
$
0.780
$
—
$
0.780
$
—
—
$
—
2023
Five (2)
$
1,016.8
$
0.700
$
0.190
$
0.890
$
—
—
$
—
2022
Four
$
711.3
$
0.620
$
—
$
0.620
$
237.8
10,000,000
$
23.79
2021
Four
$
643.7
$
0.560
$
—
$
0.560
$
—
—
$
—
2020
Five (2)
$
803.4
$
0.500
$
0.200
$
0.700
$
52.0
3,200,000
$
16.27
2019
Four
$
498.6
$
0.435
$
—
$
0.435
$
—
—
$
—
2018
Four
$
441.9
$
0.385
$
—
$
0.385
$
103.0
8,000,000
$
12.88
2017
Four
$
369.1
$
0.320
$
—
$
0.320
$
82.6
7,600,000
$
10.86
Ten Year Total
$
7,231.6
$
5.915
$
0.390
$
6.305
$
525.2
29,875,000
$
17.58
In the second quarter of 2026, we purchased 650,000 shares of our common stock at an average price of $45.72 per share.
We have authority to purchase up to 11,325,000 shares of our common stock under the July 12, 2022 authorization. This authorization does not have an expiration date.
All share and per share information reflects the two-for-one stock split in each of 2019 and 2025.
About Fastenal
Organizations around the world rely on Fastenal to help them simplify and secure the supply chain for a broad range of industrial products. To understand our customers' challenges and provide services and solutions that fit their unique needs, we've built out the most extensive presence in our industry, with a vast network of local teams and embedded technology. At the heart of it all is a simple commitment: great people, close to the customer, backed by world-class logistics, technology, and resources.
Additional information regarding Fastenal is available on our website at www.fastenal.com.
This press release contains statements that are not historical in nature and that are intended to be, and are hereby identified as, "forward looking statements" as defined in the Private Securities Litigation Reform Act of 1995, including statements regarding expectations as to payment of a quarterly cash dividend and stock repurchase activity in the foreseeable future. Any future determination as to payment of dividends or stock repurchases will depend upon the financial condition and results of operations of Fastenal and such other factors as are deemed relevant by the board of directors. For example, a change in business needs including working capital and funding for acquisitions, or a change in income tax law relating to dividends or stock repurchases, could cause us to decide not to pay a dividend in the future or not to repurchase common stock pursuant to the existing share repurchase authorization. A discussion of other risks and uncertainties is included in our filings with the Securities and Exchange Commission, including our most recent annual report and subsequent quarterly reports. FAST-D
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Aon plc (NYSE: AON), a leading global professional services firm, today announced that the Board of Directors has declared a quarterly cash dividend of $0.820 per share on Aon's outstanding Class A Ordinary Shares. The dividend is payable August 14, 2026 to shareholders of record on August 3, 2026.
About Aon
Aon plc (NYSE: AON) exists to shape decisions for the better — to protect and enrich the lives of people around the world. Through actionable analytic insight, globally integrated Risk Capital and Human Capital expertise, and locally relevant solutions, our colleagues provide clients in over 120 countries with the clarity and confidence to make better risk and people decisions that protect and grow their businesses.
Follow Aon on LinkedIn, X, Facebook and Instagram. Stay up to date by visiting Aon's newsroom and sign up for news alerts here.
Investor Contact
Hallie Miller
[email protected]
Media Contact
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Toll-free (U.S., Canada and Puerto Rico): +1 833 751 8114
International: +1 312 381 3024
Empery Digital prodala od 7. května 1 400 BTC za zhruba 87,1 milionu USD a snížila držbu na 1 514 BTC. Výnosy používá na splátku dluhu, financování dříve oznámené akvizice nemovitosti, úhradu právních výdajů spojených s probíhajícím sporem akcionářů a provoz.
The Nasdaq listed company said it sold 1,400 BTC since May 7 at an average price of $62,200 per Bitcoin, generating about $87.1 million in gross proceeds. The sale left Empery with 1,514 BTC and about $73.9 million in cash as of July 10.
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The proceeds are being used to repay debt, fund a previously announced property acquisition, cover legal expenses tied to ongoing stockholder litigation and support operations. Empery said it repaid $10 million of outstanding debt on July 7 and still has $45 million outstanding on its debt facility.
The move marks a sharp reversal for a company that adopted a Bitcoin treasury strategy last year. Empery, formerly Volcon, said in August 2025 that it held more than 4,018 BTC and described its strategy as becoming a low cost, capital efficient aggregator of Bitcoin.
The company had already disclosed that Bitcoin sales could be part of its capital strategy. In its annual report, Empery said it had sold 722 BTC for $50 million from January 1 through March 25, 2026, and warned that future Bitcoin sales could affect its results and financial condition.
Disclosure: This article was edited by Estefano Gomez. For more information on how we create and review content, see our Editorial Policy.
