, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
So What: If you purchased AeroVironment securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resources ("SCAR") program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network ("SCN"); (2) accordingly, defendants overstated AeroVironment's business and financial prospects; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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When a high-growth stock drops below a psychological price level, like $10, investors naturally ask the same question: Has something gone wrong? In the case of Joby Aviation (JOBY 1.50%), the answer isn't as straightforward as many investors think.
The company hasn't reported a major operational setback. It continues to make progress toward commercializing its electric flying taxis, remains well-funded, and still expects to begin carrying passengers in 2026. So why has the stock fallen?
The answer has less to do with Joby Aviation's business and more with changes in investors' expectations.
Image source: Getty Images.
Investors are no longer paying for potential alone For years, Joby Aviation's investment story revolved around the possibility of air taxis making technological breakthroughs.
So far, things seem to be moving in the right direction. The company demonstrated successful flight tests, advanced through FAA certification, expanded manufacturing capacity, and built partnerships with companies such as Toyota Motor , Delta Air Lines, and Uber Technologies. Each milestone strengthened confidence that flying taxis could eventually become a reality.
But that was the past. Today, however, investors want something more tangible, that the business can generate revenue.
Joby Aviation is approaching the point where technological progress alone is no longer enough to drive the stock higher. Investors now want evidence that the company can begin commercial operations and turn years of research and development into a real business. And 2026 is the pivotal year when the company expects to launch its services across multiple U.S. cities.
That shift in expectations often happens as innovative companies move closer to commercialization. The market becomes less interested in what could happen and more interested in what will happen over the next few quarters.
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Commercial success is still far from guaranteed And here's the thing: Even if Joby launches commercial flights in 2026, the company will still have plenty to prove. Flying passengers is only the beginning. Joby must show that customers are willing to use the service regularly, ticket prices can support healthy margins, and its operations can scale safely and efficiently.
These questions matter because successful technology doesn't always become a successful business. It will require management to execute well across multiple fronts to build a viable business model.
And that's how Investors are beginning to evaluate Joby. Instead of asking whether flying taxis can work, they're asking whether they can generate sustainable revenue, profits, and, ultimately, attractive returns on capital.
The truth about profitability that investors should know While it makes a lot of sense to include air taxis as part of future transportation infrastructure, it will still take years before the business turns a profit.
The main reason is that the company must continue to spend heavily on engineering, manufacturing, certification, and commercial preparation. Even if we assume the service goes live as planned, further investments will still be needed across the whole operation.
Thus, in today's market, where many investors prefer companies already generating cash flow rather than businesses still investing heavily for future growth, Joby Aviation (and its stock price) will likely see volatility in the near future.
What does it mean for investors? Joby Aviation's decline below $10 doesn't necessarily mean its long-term investment thesis has broken. Instead, it reflects a market that has become more demanding.
Investors are no longer rewarding certification milestones and partnership announcements the way they once did. They now want evidence that Joby Aviation can launch commercial operations, attract paying customers, and build a profitable business. That's a much higher bar to meet.
For long-term investors, the opportunity remains compelling if Joby Aviation executes well over the next several years. But until the company begins converting technological progress into commercial success, the stock is likely to remain volatile.
Thomas M. Siebel, CEO and Chairman of the Board at C3.ai, Inc. (AI 0.95%), disclosed a sale of 462,565 shares of Class A Common Stock on July 14 and July 15, 2026. SEC Form 4 filing
Transaction summaryMetricValueShares sold (directly held)462,565Transaction value$4.2 millionPost-transaction shares (directly held)722,362Post-transaction shares (indirectly held)~1.5 millionPost-transaction value~$20.3 millionTransaction value based on SEC Form 4 weighted average sale price ($9.18); post-transaction value based on July 15, 2026 market close ($9.14).
Key questionsWhat was the structure of the derivative exercise?
Siebel exercised 462,565 options at a strike price of $3.90 per share and immediately sold the resulting Class A Common Stock at a weighted average price of $9.18 per share. The exercise and subsequent sales were split across two trading days, July 14 and July 15, 2026, and the executive still holds ~2.9 million derivative securities directly.How are the remaining indirect holdings distributed?
Following this transaction, Siebel maintains indirect control over ~1.5 million shares held through four distinct entities: The Siebel 2011 Irrevocable Children's Trust (~1.2 million shares), Siebel Asset Management (170,294 shares), Siebel Asset Management III (72,695 shares), and First Virtual Holdings (9,216 shares).What is the context of the stock's recent performance?
The transaction occurred after a period of significant volatility, with the stock recording a -66% one-year total return as of the July 15, 2026 market close. Despite this performance, the CEO realized a spread of $5.28 per share over the option exercise price.Does the executive maintain a significant stake in the company?
While the sale represented 17% of his total equity holdings, Siebel remains a substantial shareholder with 2,216,684 total beneficial shares, including both direct and indirect interests, representing an approximate 1% ownership stake in the firm.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$9.14Market Capitalization$1.4 billionRevenue (TTM)$250.3 millionNet Income (TTM)-$470.4 millionCompany SnapshotC3.ai provides enterprise artificial intelligence software solutions, with core offerings including the C3 AI Application Platform for developing and deploying enterprise-scale AI applications, complemented by specialized tools such as C3 AI Ex Machina for data preparation and C3 AI CRM for customer relationship management.The company generates revenue through a software-as-a-service (SaaS) model, licensing its AI platform and specialized applications to enterprise customers on a subscription basis, enabling organizations to build and operationalize AI solutions at scale.C3.ai serves a global clientele across North America, Europe, the Middle East, Africa, and the Asia Pacific region, targeting large enterprises and organizations seeking to implement artificial intelligence capabilities across their operations.C3.ai operates as a leading provider of enterprise AI software solutions with a market capitalization of $1.4 billion. The company has established a global presence across multiple regions and maintains a workforce of 764 employees focused on delivering AI application platforms and related tools. C3.ai's competitive positioning centers on its comprehensive AI application platform designed to accelerate enterprise AI adoption and deployment at scale.
What this transaction means for investorsThe July 14 and July 15 sale of company stock by C3.ai’s CEO Thomas Siebel came at a time when shares had plunged substantially from their 52-week high of $30.11 reached in July of 2025. However, these dispositions were non-discretionary transactions as part of a pre-scheduled Rule 10b5-1 trading plan, adopted in September of 2024. Such plans are often implemented by insiders to avoid accusations of trading based on non-public information.
These transactions involved the exercise and immediate sale of 462,565 stock options, a tactic typical of company executives. Moreover, post-sale, Siebel maintained a sizable equity stake in C3.ai with millions of shares held directly and indirectly, along with nearly three million stock options. This indicates his interests remain aligned with shareholders.
C3.ai stock is down because its revenue fell after Siebel resigned from the CEO position due to health issues. The company announced his return in June. In its 2026 fiscal year ended April 30, C3.ai posted sales of $250.3 million, a big drop from the prior year’s $389.1 million. Perhaps Siebel resuming the CEO role will help the company rebound.
Few companies have grabbed the attention of investors this year like Space Exploration Technologies (SPCX 5.41%), better known as SpaceX. The company's public debut last month briefly made CEO Elon Musk the world's first trillionaire.
The company is setting out to accomplish things no other company has even considered before it, just as it did with reusable rockets, and the long-term potential could be huge. Its registration statement for the initial public offering (IPO) said it has an overall estimated total addressable market of $28.5 trillion.
Investing in SpaceX requires a long-term mindset. And few investors are better known for the long-term mindset than Warren Buffett. He can provide some excellent insights for investors considering SpaceX for their portfolio. Here are three must-read quotes.
Image source: The Motley Fool.
Buying into IPOs SpaceX had the biggest IPO in history last month, raising over $85 billion once the underwriters exercised their option to buy additional shares. But the fact that the company had no issues raising that much capital from the market speaks to an undeniable truth.
It's why Buffett says he's never bought any IPO: "The idea of saying the best place in the world I could put my money is something where all the selling incentives are there, commissions are higher, the animal spirits are rising, that that's going to be better than 1,000 other things I could buy where there is no similar selling enthusiasm ... just doesn't make any sense."
IPOs are a seller's market. The company holds all the cards; underwriters are incentivized to pump the stock. The odds of making a good purchase are against you.
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Most IPOs experience a first-day pop in price, but the long-term results aren't usually any better than the overall market. Since 1980, the average IPO has slightly underperformed the market average over the three years following its debut if you could buy the shares at the offer price. That's despite underwriters intentionally underpricing IPOs to drive demand for the stock and a good first-day result.
With SpaceX trading around its IPO price, investors should still exercise some caution.
A business with a future that's hard to predict SpaceX's future depends on many variables. A lot has to go right for it to achieve the potential the market is already pricing into the stock.
It has to successfully launch and scale up its fully reusable Starship heavy-lift spacecraft. It has to use that to lower the cost of putting new satellites into orbit to scale up its Starlink service, and it has to sell that service to consumers worldwide. It has to prove the viability and cost competitiveness of orbital data centers. And it has to out-innovate leading artificial intelligence (AI) labs with its own AI model.
Buffett's take on this subject: "Investors should remember that their scorecard is not computed using Olympic-diving methods: Degree-of-difficulty doesn't count. If you are right about a business whose value is largely dependent on a single key factor that is both easy to understand and enduring, the payoff is the same as if you had correctly analyzed an investment alternative characterized by many constantly shifting and complex variables."
I think it's fair to say Buffett would put SpaceX into the "too hard" pile. He wouldn't be able to determine a fair value for the business because there are too many variables in a highly dynamic market. There are many stocks in the market that are far easier to understand than SpaceX. If you can't wrap your brain around its fundamentals and how it generates significant returns on its capital over the long run, it's worth exploring other options first.
Speculating is bad for your investment returns Buffett produced phenomenal results for investors by buying companies when he had a high degree of confidence he was buying the stock at or below its intrinsic value. His top holdings have durable competitive advantages that all but guarantee they can produce above-average earnings growth in the long run. Ultimately, that's reflected in the stock price.
Or as he put it succinctly, "I would rather be certain of a good result than hopeful of a great one."
SpaceX holds a lot of promise. But space-launch services are still a relatively nascent industry. The potential for its Starlink to disrupt broadband and mobile internet services is reliant on significant capital and scaling.
And its AI business, which accounts for the bulk of its estimated total addressable market, is still in the very early stages. Not to mention that things like Mars colonization are capital-intensive undertakings over decades with no clear payoff.
Yes, if SpaceX successfully accomplishes all it has set out to achieve, it could be the most valuable business in the world by a wide margin. But there's such a high degree of uncertainty about its future right now that it's hard to justify its current valuation. There are many other investments in today's market that you can buy with a high degree of certainty that they will produce good results.
The PHLX Semiconductor Index closed in a bear market on Friday, finishing more than 20% below its June peak. Apple (AAPL +0.26%) spent the same session touching a record intraday high of $334.98 -- and passing Nvidia for a moment to reclaim its title as the world's most valuable company, at about $4.9 trillion.
The divergence isn't random. Global chip stocks have erased about $3.3 trillion in market value since June 22 as investors rethink what the AI (artificial intelligence) build-out costs and who actually profits from it. Memory chipmakers, among the build-out's biggest recent winners, have been leading the declines.
Apple, however, is the one technology giant that never signed up to pay for the build-out in the first place.
Image source: Apple.
The cheapest AI strategy in big tech Apple spent just $12.7 billion on capital expenditures in fiscal 2025 while generating $98.8 billion in free cash flow. Rivals such as Microsoft and Amazon have committed hundreds of billions of dollars to AI infrastructure -- spending Apple has simply avoided matching. That leaves the iPhone maker's profits far less dependent on the AI spending boom continuing.
Apple's underlying business is performing, too. Apple's revenue for its fiscal second quarter (the period ended March 28) rose 17% year over year to $111.2 billion, with earnings per share up 22% and iPhone revenue setting a March-quarter record. Shares have gained nearly 59% over the past year, and the stock now sits more than 60% above its 52-week low of $201.50.
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So while the market punishes companies whose earnings lean on ever-rising AI capital spending, money is crowding into the megacap whose earnings don't. On Friday, that rotation was strong enough to push Apple back to the top of the market on the very day the chip index broke down.
The shelter has a price, though. At about $332 per share as of this writing, Apple trades at roughly 40 times earnings, a steep multiple for a company growing revenue 17%. Investors are no longer just paying for iPhone sales and services growth. They're paying a premium for safety.
That premium could keep expanding if the chip sell-off deepens, and Apple's light spending model means no wave of depreciation is coming to weigh on future earnings. Of course, a multiple this high leaves little room for disappointment if iPhone momentum cools. Friday's divergence says more about the chip trade than about Apple -- and investors chasing the safety should know they're buying a great business at a price that arguably already reflects it. With that said, I'm not selling my Apple shares.
Daniel Sparks and his clients have positions in Apple. The Motley Fool has positions in and recommends Amazon, Apple, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Ken Griffin's Citadel Advisors has long counted Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Amazon (NASDAQ:AMZN), and Apple (NASDAQ:AAPL) among its largest reported equity positions, and each mega-cap is trading through a very different chapter of the AI capex cycle.
Led by CEO and co-founder Jensen Huang, Nvidia (NVDA 1.97%) has established itself as the top chipmaker in AI, and it does not plan on giving up its throne anytime soon. Much of the company's success can be directly tied to Huang's instinctive talent for predicting where the tech world is headed well in advance. That's why the stock is a buy.
Nvidia was founded in 1993, and its invention of the graphics processing unit (GPU) in 1999 helped fuel the video game market by speeding up graphics rendering and allowing for major leaps forward in computer graphics. The video game market was big at the time, but Huang's more important strategic move was to have Nvidia create its CUDA software platform, which makes its chips programmable for other tasks.
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A history of forward-looking moves While the full value of that strategy took many years to manifest, Nvidia wisely seeded CUDA into universities and research labs that were doing early work on AI. The result was that most foundational AI code was written on CUDA for Nvidia's GPUs, which is why the company enjoys a wide moat in AI model training today.
Huang did not stop there, though. In 2020, Nvidia acquired networking company Mellanox. It was a company with technology ahead of its time, but Huang again saw where the market was heading. Today, Nvidia's networking portfolio is the fastest-growing part of its business and a key part of its transformation from a GPU specialist into a complete AI infrastructure player.
Huang also anticipated the shift toward inference and agentic AI, and took steps to ensure Nvidia would be a big player in these markets. The company has developed its own ARM-based central processing units (CPUs), as CPUs will play an important role in managing AI agents. The GPU-to-CPU ratio in AI data centers built when workloads were primarily driven by training was 8 to 1. As cloud companies build out infrastructure for agentic AI, the prediction is that the ratio could shift to 1 to 1. With that in mind, Nvidia has projected that the data center CPU market could reach a value of $200 billion in the next few years.
Image source: Nvidia.
Nvidia also acquired the assets and key personnel of Groq, including its language processing units (LPUs), which it has since incorporated into the CUDA ecosystem. These chips will help with servers designed specifically for inference, a market that's eventually expected to grow to a much larger size than AI model training.
The company's unique server offering will use both GPUs and LPUs, with GPUs handling the prefill phase of understanding users' prompts and LPUs dealing with the decode phase of giving quicker responses. This could be the next big growth driver for the company.
Overall, Nvidia is an attractively priced stock. It's trading at just 16 times analysts' earnings estimates for its fiscal 2028 (which ends in January 2028), and its top and bottom lines are growing rapidly. However, the biggest reason to own this AI stock for the long term is that Huang has proven to be a visionary who can position Nvidia for what's next.
Netflix (NFLX 6.90%) would like everyone to know that generative AI is transforming content production. The company's Q2 shareholder letter mentions AI tools being used in roughly 300 titles this year. Co-CEO Ted Sarandos highlighted a documentary called American Experiment that featured 17 minutes of AI-enhanced footage, produced "twice as fast and at half the cost."
That's impressive. Also, it's not exactly new.
The orcs got there first In 2001, Peter Jackson needed to fill the screen with thousands of soldiers for his ambitious Lord of the Rings battle sequences. Traditional methods would have required either ruinous budgets or a lot of very patient extras. So Jackson's Wētā Digital company built MASSIVE, a software package that generated autonomous digital agents capable of fighting, fleeing, and dying on their own. It was AI-powered production before AI was cool.
The pitch back then sounds familiar: Once-impossible shots are now achievable. Productions no longer have to "leave out key sequences" due to budget constraints. It's the digital automation of studio grunt work.
MASSIVE went on to populate zombie hordes in The Walking Dead, stadium crowds in countless sports movies, and anything else featuring "epic scale." The software was genuinely transformative. It also didn't change who directed movies or how stories got told.
Netflix's current AI toolkit includes InterPositive (acquired in Q1 2026), something called iLine, and an "animation lab." The cited use cases are crowd enhancement, historical battle sequences, and "world-building establishing shots." In other words, the same labor-intensive, repetitive visual tasks that have been candidates for automation since computers learned to render polygons. They're still using Nvidia and AMD chips, just from their AI accelerator product lines instead of GeForce and Radeon graphics cards this time.
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The Photoshop test Here's a thought experiment: Imagine a graphic design firm in the 2010s that refused to use Adobe Photoshop or Illustrator, preferring hand-drawing and other "traditional methods." That firm would not exist for long. The same is true for AI-averse creative endeavors in 2026.
Production technology evolves. Studios that adopt it effectively gain advantages. Studios that don't fall behind. This has been true since the introduction of sound, color, CGI, and digital editing.
Orson Welles broke the rules with Citizen Kane's deep-focus lenses in 1941. So did Stanley Kubrick's 2001: A Space Odyssey, which used rotating centrifuges in 1968. Generative AI is just the next iteration of production tools, not a departure from the pattern.
The relevant question for Netflix investors isn't whether AI is changing filmmaking. The answer to that is obviously yes, and also obviously no, depending on how you define "filmmaking." The relevant question is: Can Netflix execute on production technology better than its competitors?
The scale advantage Netflix has some structural tailwinds here. The company spends roughly $20 billion annually on content, produces in more than 50 countries, and can mandate tool adoption across its productions. Traditional studios work through fragmented pipelines, third-party VFX houses, and more complex labor agreements. Netflix has a production budget comparable to that of a small European country.
Sarandos noted that the InterPositive buyout made sense specifically because it "was created specifically for filmmakers and specifically for filmmaking." This distinguishes it from general-purpose AI video generators, which tend to produce content that is obviously synthetic. It's not easy to spoof human creativity when you're just a bunch of chips and software.
Netflix also has the data to train its own AI models. When you're producing hundreds of titles per year across every genre and geography, you accumulate a lot of training material.
What the numbers don't show Netflix hasn't disclosed aggregate cost savings from AI. The "twice as fast, half the cost" claim applies to 17 minutes of one documentary. Content amortization is still expected to grow 10% this year. Free cash flow guidance is unchanged at $12.5 billion.
In other words, AI efficiencies aren't yet showing up in Netflix's financial model in a material way. The tools are enabling marginal improvements and previously impossible shots, not restructuring production economics. Not yet, anyway.
Image source: Netflix.
The talent dance Sarandos has repeated the same thought on two consecutive earnings calls: It takes a great artist to make great art, and AI won't change that. Movies are being made by people who make movies.
This is both a genuine philosophical position and a careful labor-relations message. The 2023 strikes are recent memory. Guild relationships matter. Netflix needs to frame AI as augmentation, not replacement, regardless of the long-term trajectory.
The bottom line Netflix is investing in production technology that competitors will eventually need to match. The company's scale and centralized infrastructure provide execution advantages. The technology itself is evolutionary, not revolutionary.
Twenty-five years ago, MASSIVE let Peter Jackson put 10,000 orcs on screen. Later, competitors like Unreal Engine and Unity Software offered similar functions. Generative AI lets Netflix enhance crowd scenes and historical sequences at a lower cost. The tools are different. The playbook is the same.
Not using these tools well in 2026 would be malpractice. Using them well is just competent operations, setting Netflix up for continued success.
Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) trades at $170.61 as of the July 16 close, down 20.3% over the past month after a sharp June rally faded. Our 24/7 Wall St. price target for Qualcomm is $260.52, implying 52.7% upside over the next 12 months. The recommendation is buy at a 90% confidence level.
24/7 Wall St. Price Target Summary Metric Value Current Price $170.61 24/7 Wall St. Price Target $260.52 Upside 52.7% Recommendation BUY Confidence Level 90% How QCOM Got Here: A Volatile Round Trip Qualcomm has round-tripped dramatically. Shares hit a 52-week low near $121.54 in March, then rallied to $258.96 high after the June 24 Investor Day, where management doubled its 2029 non-handset revenue target to $40 billion and set a $15 billion AI data center sales goal. That rally has faded, leaving the stock roughly flat year to date at +0.77%.
Fundamentals remain healthy. Q2 FY26 revenue was $10.60 billion and non-GAAP EPS came in at $2.65, meeting expectations on the top line and beating by 3.67% on the bottom.
Automotive hit a record $1.326 billion, up 38% YoY, while handsets fell 13% on memory supply constraints and Chinese OEM channel drawdowns. Polymarket traders assign an 87% probability that Qualcomm beats its next earnings report on July 29.
The Case for $270+ The bull thesis rests on Qualcomm becoming a credible third player in hyperscaler custom silicon. CEO Cristiano Amon confirmed a custom silicon engagement with a leading hyperscaler is on track for initial shipments in the December quarter.
Automotive is guided to 50% YoY growth in Q3, exiting FY26 at $6 billion+ run rate. Analyst consensus target sits at $222.73, but our bull-case scenario points to $269.05 if the data center ramp lands cleanly and China handsets bottom on schedule.
What Could Go Wrong The bear case starts with customer concentration. Qualcomm expects only 20% share of Apple phones launching fall 2026, with no relationship beyond that. Handset revenue fell 13% YoY, and Q3 FY26 guidance calls for a step-down to $9.2B-$10B in revenue and $2.10-$2.30 EPS.
Recent insider activity has skewed toward net selling across 55 transactions. Operating income fell 26% YoY largely on the memory cycle, and Amon has said the June quarter should mark the bottom for Chinese handset revenue. Our bear-case downside target is $215.18, still meaningfully above today’s price.
The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.
How Qualcomm Compares to NVIDIA and Broadcom NVIDIA (NASDAQ:NVDA) trades at a P/E of roughly 42, with Q1 FY27 data center revenue of $75.25 billion, up 92% YoY. Qualcomm’s P/E near 32 and forward multiple in the low teens looks cheap in that context, though NVIDIA’s 55.6% net margin is in a different league.
Broadcom (NASDAQ:AVGO) is the closer analog, already selling custom AI accelerators to hyperscalers with Q2 FY26 AI semiconductor revenue of $10.80 billion, up 143% YoY, and Q3 guidance calling for $16 billion in AI semis alone.
Broadcom’s $1.78 trillion market cap reflects the multiple investors assign to that model. Qualcomm capturing even a fraction of the same rerating would justify our $260 target.
Weighing the Setup Into July 29 Earnings My 24/7 Wall St. price target of $260.52 stands, with a buy recommendation at 90% confidence. At an implied P/E near 14x on $15.27 forward EPS, Qualcomm is priced for stagnation while management just doubled the 2029 non-handset revenue target.
The key catalysts to watch are whether July 29 earnings confirm the Chinese handset bottom and reiterate hyperscaler custom silicon timing. A further push-out of data center shipments into 2027 would undermine the thesis.
Qualcomm Price Prediction 2026-2030 Year 24/7 Wall St. Price Target 2026 $215 2027 $260 2028 $329 2029 $415 2030 $523 These projections assume Qualcomm executes on its data center ramp and Automotive continues content-per-vehicle expansion. Meaningful upside or downside could come from Apple modem timing, China trade friction, or hyperscaler win rates.
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A $2,000 raise usually requires a boss, a performance review, or a new job. A dividend-growth portfolio can do it more quietly. Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) handed shareholders a small version of that raise in April when its board approved a 3% dividend increase to $1.34 per quarter, extending its streak to 64 consecutive years of higher payouts. Every share now produces about $0.16 more annual income than it did before the increase. Nothing had to be sold. No new shares had to be bought. The raise simply appeared because the business raised its payout.
That is the portfolio this article is sizing: one built to give you a roughly $2,000 annual income raise from dividend growth alone. The goal is not just a large first-year yield. It is a growing paycheck, where each year’s dividend increase applies to a larger income base and the raises can compound over time.
The Math of an Automatic Raise Your annual raise from a dividend portfolio equals your current dividend income multiplied by the dividend growth rate. A portfolio producing $30,000 in annual dividends that grows payouts 7% next year delivers a $2,100 raise.
A blended basket of high-quality dividend growers yielding around 2.7% and growing payouts around 7% a year would need roughly $1.06 million to generate a $2,000 annual raise. That portfolio would throw off about $28,600 in year-one income, and a 7% raise on that base is just over $2,000. The following year, the same percentage raise applies to a larger income figure, so the next dollar raise is bigger. That is the compounding hiding inside the boring stocks.
Three Ways to Reach the Same Raise Not every yield-and-growth combination gets you there efficiently. The tradeoff between current income and income growth reshapes the capital required.
The Dividend Growth Tier (2% to 3% yield, 6% to 8% annual raises). This is the home of Dividend Kings like Procter & Gamble (NYSE:PG), Coca-Cola (NYSE:KO), and Colgate-Palmolive. At a 2.8% yield growing dividends 7% a year, the capital required for a $2,000 raise is roughly $1.1 million. The dollar raise gets larger every year without adding new money. The Balanced Tier (4% to 6% yield, 3% to 5% annual raises). Utility stocks, high-dividend equity funds, REITs, and preferred shares offer higher current income, but raises typically match inflation. At a 5% yield growing 4% annually, you need about $1.0 million to hit a $2,000 raise. Future raises grow more slowly. The High-Income Tier (8% to 12% yield, flat or shrinking payouts). Covered-call ETFs, business development companies, and mortgage REITs pay a lot up front. They are useful for retirees who need cash today, but rarely deliver an annual raise. Your $2,000 raise must come from reinvesting distributions or adding new capital. Why the Slow Yield Wins the Long Game Lowe’s (NYSE:LOW) raised its quarterly dividend to $1.25 in 2026, up from $1.20 previously. That is the kind of raise dividend-growth investors are looking for: not a one-time yield spike, but a business that keeps increasing the cash it sends to shareholders. The exact return over any decade depends on the start date, end date, valuation, and whether dividends were reinvested.
Coca-Cola (NYSE: KO) raised its quarterly dividend to $0.53 in 2026, marking its 64th consecutive annual dividend increase. McDonald’s (NYSE: MCD) declared a $1.86 quarterly dividend in May 2026, compared with $0.89 per share in early 2016. Investors who bought durable dividend growers years ago can end up with much higher income on their original cost, but the result depends on the purchase price and the company’s ability to keep raising payouts.
Three Moves to Turn This Into a Plan Calculate your current portfolio’s weighted dividend growth rate over the past five years. If it is below 5%, you are holding too many mature, low-growth names and giving up future raises for slightly more current income. Compare a dividend growth basket with a broad high-yield fund side by side over the last decade by dollars of income delivered per $10,000 invested, not by yield. The gap surprises most people. With the 10-year Treasury near 4.5%, a 2.7% dividend that grows 7% crosses the Treasury coupon in dollar terms within about seven years and keeps climbing. Model that crossover in your own numbers before assuming bonds are the higher-income choice. The Raise That Compounds The $2,000 raise comes from the compounding math of owning businesses that can afford to raise their payouts year after year. It is not guaranteed, and it will not show up evenly across every holding. But when the portfolio is built around dividend growth rather than the biggest first-year yield, each raise applies to a larger income base.
That is the part high-yield screens often miss. A large starting check can solve today’s income problem, but a growing check is what turns a portfolio into something closer to an annual raise.
Contact [email protected] for any questions or corrections.
Andrew Wilson, Chairman & Chief Executive Officer of Electronic Arts Inc. (EA +0.51%), sold 5,000 shares of common stock on July 15, 2026 according to the SEC Form 4 filing.
Transaction summaryMetricValueTransaction value~$1.0 millionShares sold (indirectly held)5,000Post-transaction shares (indirectly held)~117,000Post-transaction value$24.25 millionTransaction value based on SEC Form 4 weighted average sale price ($207.01); post-transaction value based on July 15, 2026 market close ($207.27).
Key questionsHow does this transaction align with the CEO's overall equity position?
Following this 4% reduction in holdings, Andrew Wilson maintains a substantial indirect position of ~117,000 shares, which are distributed between the Wilson Family 2015 Trust and a secondary trust for descendants.What was the structural nature of this disposition?
The transaction was non-discretionary and followed a pre-arranged Rule 10b5-1 trading plan adopted on August 1, 2025, a mechanism used by corporate executives to manage personal portfolio diversification over time.In what market context did the sale occur?
The sale was completed at a weighted average price of $207.01, occurring as Electronic Arts shares have realized a one-year total return of 39% as of the July 15, 2026 transaction date.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$207.27Market Capitalization$52.0 billionRevenue (TTM)$7.5 billionNet Income (TTM)$887.0 millionCompany SnapshotElectronic Arts develops, publishes, and distributes interactive entertainment across multiple platforms including gaming consoles, personal computers, smartphones, and tablets, with primary revenue derived from premium game titles, in-game content, and digital services across sports, racing, first-person shooter, action, and role-playing game genres.The company operates a diversified business model generating revenue through direct game sales, subscription services, in-game purchases, and digital content monetization, leveraging both owned intellectual property and licensed franchises to drive recurring engagement and player spending.Electronic Arts serves a global audience of millions of players across all demographic segments, with particular strength in competitive gaming communities, console and PC gamers, and mobile gaming audiences seeking premium entertainment experiences.Electronic Arts is a global leader in interactive entertainment with a market capitalization of $52 billion, operating 14,600 employees across its Redwood City headquarters and worldwide offices. The company maintains competitive advantages through its portfolio of iconic franchises, advanced game development capabilities, and integrated digital distribution platforms that enable direct consumer relationships and recurring revenue streams. EA's strategic focus on live-service gaming, cross-platform experiences, and emerging technologies positions the company to capture growth across traditional and next-generation gaming markets.
What this transaction means for investorsThe July 15 sale of Electronic Arts stock by CEO Andrew Wilson came at a time when the company is awaiting regulatory approval for its acquisition by a consortium of investors. News reports suggest European regulators are set to give the thumbs up by the end of July.
That said, Wilson’s disposition appears disconnected from concerns related to Electronic Arts’ takeover, which will make the company private. His sale was a non-discretionary transaction as part of a pre-arranged Rule 10b5-1 trading plan. Such plans are often implemented by insiders to avoid accusations of trading based on non-public information.
Electronic Arts stock edged up on the news of a potential European approval, reported on July 17 just days after Wilson’s sale. Shares have hovered above $200 since the deal to take the video game maker private were announced in September of 2025. Shareholders will receive $210 per share if the deal gains the necessary regulatory approvals.
Robert Izquierdo has positions in Electronic Arts. The Motley Fool recommends Electronic Arts. The Motley Fool has a disclosure policy.
Caterpillar (CAT +0.35%) is an iconic name in the industrial sector. The company's yellow earth-moving equipment is a mainstay at construction sites worldwide. It also makes power systems that can provide electricity in remote locations. The company is well-positioned to support the build-out of the infrastructure needed for artificial intelligence. And Wall Street knows it, which is a problem.
How is Caterpillar doing? In the first quarter of 2026, Caterpillar's revenues increased by 22%. Adjusted earnings increased by an even more impressive 30%. The company's backlog rose to a record $63 billion. That is 79% higher than it was a year earlier, rising by a huge $28 billion. Caterpillar has been doing very well, and it has a strong outlook for the future as it works off its record-setting backlog.
Image source: Getty Images.
This industrial giant may not at first seem like an artificial intelligence play. But, as noted above, its equipment is used to build data centers, and its power systems provide electricity to them. The latter technology is increasingly important, given how long it can take to get a grid connection. And as states and consumers increasingly push back against AI data centers due to their negative impact on electricity prices, power looks like a major bottleneck. Caterpillar may not be a tech company, but AI is certainly a big story right now.
There's a problem with Caterpillar Wall Street is all-in on artificial intelligence right now, bidding up any company associated with the new technology. This helps explain why Cat's stock price has risen 330% over the past five years. For comparison, the S&P 500 index (^GSPC 1.01%) is only up around 70%. If you bought the stock five years ago, you should be very happy right now.
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However, if you are looking to buy Cat today, you should probably tread with caution. The big issue is valuation. After that huge price increase, the stock's 6x price-to-sale ratio is more than double its five-year average of 2.6x. The 45x price-to-earnings ratio is also more than double its five-year average of 19x. The 22.5x price-to-book ratio is far above its five-year average of 8x. And while the dividend has been increased regularly for decades, the dividend yield is a miserly 0.7%, which is even lower than the 1% on offer from the S&P 500 index.
Cat is probably best left on the wish list At this point, Caterpillar stock is only suitable for aggressive growth investors who believe the AI story has a long runway ahead. Dividend investors and value investors will likely find the stock unappealing after its massive price advance over the past five years. It may have a place on your wishlist, but think carefully about the price you are paying before you put it on your buy list. In fact, some current shareholders may even want to lock in their profits.
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The Invesco QQQ Trust (NASDAQ:QQQ) trades near $720, up roughly 17% year to date and about 29% over the past year. Memory names like Micron Technology (NASDAQ:MU | MU Price Prediction) are up roughly 245% YTD while Microsoft has fallen about 20% in the same window. For anyone holding QQQ into the second half of 2026, two factors matter more than the fund’s 100-stock label suggests.
The Fund’s Current Position QQQ tracks the Nasdaq-100, but concentration at the top has rarely mattered more. NVIDIA (NASDAQ:NVDA) carries a $5.1 trillion market cap, with Microsoft at $2.86 trillion, Alphabet at $2.11 trillion, and Meta Platforms at $1.45 trillion. Morningstar notes the top 10 U.S. stocks account for over one-third of the market, up from 18% a decade ago. In QQQ that concentration is even tighter, meaning two factors will drive most of what happens to your position.
Macro Factor: The 10-Year Treasury Yield The most important macro variable for QQQ over the next 12 months is the 10-year Treasury yield, currently 4.62% and sitting in the 99th percentile of its 12-month range. The fed funds rate has been parked at 3.75% since December 2025. Growth stocks with earnings weighted years out are most sensitive to that long yield, and QQQ is essentially a portfolio of long-duration cash flows.
A sustained break above 4.75% on the 10-year would compress multiples on the top holdings fastest, while a retracement toward the February low of 3.97% would do the opposite. Check the FRED DGS10 series after every CPI print and FOMC meeting. The 10Y-2Y spread at 0.4% is still positive, so the market is not pricing recession; the real driver is the discount rate applied to Nvidia and Microsoft earnings in 2028 and beyond.
Fund-Specific Factor: AI Capex And Its Payback The specific factor for QQQ is whether AI infrastructure buildout inside its top holdings converts into revenue. Meta raised its FY26 capex guide to $125-145 billion, Microsoft spent roughly $31 billion in a single quarter, and Alphabet spent about $36 billion. On the revenue side, Micron’s fiscal Q3 came in at roughly $41 billion, up about 346% year over year, with GAAP gross margin at 84.6%, and Nvidia guided Q2 revenue to $91 billion. The payback is showing up, for now. Goldman Sachs frames the tension as an “uneasy equilibrium” where AI capex is masking softer parts of the real economy (a theme our 7 Stocks Powering the AI Boom research digs into further).
Monitor hyperscaler capex commentary on the next earnings calls. Alphabet, Microsoft, and Meta all report in late July; Nvidia reports in August. Any guide-down on 2026 or 2027 spend, or any hint that cloud revenue growth is decelerating faster than capex, would hit QQQ harder because these four names carry the fund.
The Signals That Matter If the 10-year Treasury settles below 4.30% while Q2 hyperscaler capex guidance holds firm, QQQ’s setup improves materially. If the 10-year pushes through 4.75% and any top four holding walks back 2027 AI spend, the fund’s 17% YTD gain is the cushion, and it will not last long. Investors seeking less AI concentration can look at equal-weight Nasdaq-100 or S&P 500 value funds as a hedge on the same macro view.
Contact [email protected] for any questions or corrections.
Memory chipmakers have been some of the biggest winners of the artificial intelligence (AI) boom in 2026. As large language models expand, memory has proven to be one of the biggest bottlenecks in many systems, driving insatiable demand for chips to package with AI accelerators and graphics processing units (GPUs).
That spike in demand has led to a commensurate spike in pricing since it takes a long time for chipmakers to expand their manufacturing capacity. The result is record profits for the handful of companies that make memory chips, such as Micron Technology (MU +0.04%) and SK Hynix (SKHY +0.48%).
Many investors have piled into these stocks on the belief that the current AI build-out is far from peaking. What's more, there's growing sentiment that the sharp earnings cycles that have plagued the industry for decades could be a thing of the past due to the structural demands of AI. As a result, investors should be willing to pay a higher price for the memory chipmakers' earnings today.
But investing legend John Templeton once shared a timeless piece of wisdom that Micron and SK Hynix investors should heed. Investors are at risk of making the same mistake many others have in the past.
Image source: Micron Technology.
The chorus is growing louder The four most dangerous words in investing are "this time it's different," according to Templeton. Templeton used the phrase as a warning against market bubbles and crashes in which valuations deviate from historical norms. The underlying reasoning that the market can support higher pricing or will never turn around always comes back to the same phrase: This time it's different. In fact, the more often you hear or read those words, the more skeptical you should become of their accuracy.
There's a growing chorus of investors claiming that this time it's different for memory chipmakers. Micron and SK Hynix are no longer selling the vast majority of their chips to consumer device manufacturers; they're going to AI hyperscalers. That's a huge structural shift in demand that removes much of the variability caused by consumer sentiment and macroeconomic factors, so the argument goes.
But such reasoning also suggests that this time it's different for the technology investment cycle. There are countless examples of massive capital spending projects ultimately collapsing: Railroad, telecom, and internet infrastructure are three of the most prominent. To think AI will be different is folly. That doesn't mean AI won't be a transformational technology, just as railroads, telecommunications, and the internet were, but it does mean the level of capital spending is unlikely to grow forever.
Even Micron's and SK Hynix's own actions suggest they see the risk of demand dropping. First, they were slow to start building new capacity. Now, with major capital spending and expansion plans underway, they've secured long-term customer agreements to help protect their pricing on the downside.
That may smooth out the earnings cycle somewhat, but it won't prevent the ultimate drop in earnings as chipmakers start depreciating their capital expenditures and incur higher operating costs as they bring new manufacturing capacity online. A decline in demand from the hyperscalers would lead to a severe decline in earnings for Micron and SK Hynix.
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The big challenge for Micron and SK Hynix Memory chips are particularly vulnerable to cyclicality because they are, for all intents and purposes, commodities. You can package a memory chip from Micron with a GPU, and it'll perform roughly the same as using a chip from SK Hynix. While there are only three main competitors in the DRAM memory chip space, the capacity they build will affect pricing for all of them.
After SK Hynix and Samsung Electronics announced plans to spend over $500 billion on a new facility in Korea and about $1.3 trillion on new capital investments over the next decade, Micron announced an increase in its investments to $250 billion through 2035.
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If the manufacturers don't invest now, they leave money on the table. But ultimately, that spending will result in lower profits for everyone as supply catches up to and exceeds demand. So far, the earnings cycle in memory chips has been far bigger than anything we've seen before. But that doesn't mean "this time it's different."
There's an important caveat to Templeton's warning that even he himself admitted: About 20% of the time, it really is different. Perhaps this is one of those instances, but it's impossible to know now. With the tremendous growth in Micron and SK Hynix over the past few months, investors may want to pare down their holdings or exercise significant caution before buying either stock at current levels.
, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Intuit Inc. (NASDAQ: INTU) between August 22, 2025 and May 20, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 8, 2026.
So What: If you purchased Intuit securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
What to do next: To join the Intuit class action, go to https://rosenlegal.com/cases/intuit-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than September 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
Why Rosen Law: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
Details of the case: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued full year ("FY") 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Intuit class action, go to https://rosenlegal.com/cases/intuit-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
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The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Fifth Third Bancorp delivered strong first post-Comerica-acquisition results, with net interest income up 15% and pretax income reaching $1.04B. FITB's net profit attributable to common shareholders was $763M, with EPS at $0.84 and a reduced payout ratio below 50%, supporting continued buybacks. Tangible book value per share stands at $23.15, but FITB trades at over twice this, making valuation less compelling despite accelerating earnings.
The world is about to enter an unprecedented period of energy demand growth. Artificial intelligence has immense power needs. Couple that with other demand catalysts, such as electric vehicles and advanced manufacturing facilities, and the world will need much more energy in the coming decades. Electricity demand in the U.S. alone could grow 60% by 2045, six times faster than it has grown over the past 20 years.
The coming power surge is driving me to boost my energy stock investments. Here are three I'd buy with my next $1,000.
Image source: Getty Images.
Bloom Energy Bloom Energy (BE +3.51%) is a leading developer of advanced fuel cells. The company's technology is rapidly becoming the go-to choice for powering data centers. Data center developers can't get enough of its fuel cells. Global investment firm Brookfield Asset Management recently expanded its AI infrastructure partnership with Bloom Energy to $25 billion, a five-fold increase from its initial $5 billion partnership last October. That follows a similar expansion by cloud giant Oracle, which will now deploy up to 2.8 gigawatts of Bloom's fuel cells at its data centers to accelerate its AI infrastructure build-out.
These and other deals are powering robust growth for Bloom Energy. Its revenue surged more than 130% in the first quarter to over $750 million, along with a significant improvement in profit (operating income increased $91.3 million to $72.2 million). Bloom now expects to deliver 80% revenue growth this year, up from its prior guidance of 60%. It should continue growing rapidly as more companies deploy its on-site power solutions. Despite robust growth, Bloom Energy shares are currently 40% below their recent high, making its valuation much more attractive.
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Brookfield Renewable Brookfield Renewable (BEPC 0.68%)(BEP 0.13%) is a leading global renewable energy platform. It operates hydro, wind, solar, and storage assets secured by long-term contracts with inflation escalators. That enables it to generate stable, growing cash flow to support its more than 4.5% yielding dividend.
The company expects to deploy $9 billion to $10 billion of capital over the next five years to grow its global platform. It plans to invest around $850 million per year to develop additional renewable energy assets, with the remaining funds allocated to acquisitions. These investments, along with rising power prices, should drive annual growth in funds from operations per share of more than 10%. That should support continued dividend growth of 5% to 9% per year. With its share price down nearly 25%, Brookfield has high-powered total return potential.
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Energy Transfer Energy Transfer (ET +0.52%) is a master limited partnership (MLP), an entity that sends a Schedule K-1 Federal tax form each year. It's one of the country's largest energy infrastructure operators, with assets spanning pipelines, processing plants, storage terminals, and export facilities.
The MLP is investing heavily to capitalize on the growth of gas power demand. It's building several pipeline laterals to supply gas directly to data centers (including Oracle's) and new gas-fired power plants. Additionally, it's building several new large-scale gas pipelines to increase gas flow across the country, including the $2.7 billion Hugh Brinson Pipeline and the $5.6 billion Desert Southwest Pipeline expansion. These and other projects should fuel its growth through the end of the decade. That will give the MLP more cash to grow its high-yielding distribution (nearly 7% yield), which it aims to increase by 3% to 5% per year. Energy Transfer's combination of income and growth should drive strong total returns for investors in the coming years.
High-octane return potential The world will need a lot more energy in the coming years to support AI and other demand catalysts. That should drive robust growth for Bloom Energy, Brookfield Renewable, and Energy Transfer. It's why I plan to invest $1,000 into the trio in the coming month.
Matt DiLallo has positions in Brookfield Asset Management, Brookfield Renewable, Brookfield Renewable Partners, and Energy Transfer and has the following options: short August 2026 $150 puts on Bloom Energy. The Motley Fool has positions in and recommends Bloom Energy, Brookfield Asset Management, and Oracle. The Motley Fool recommends Brookfield Renewable and Brookfield Renewable Partners. The Motley Fool has a disclosure policy.
The Milton Hershey School, an entity insider of The Hershey Company (HSY 1.89%), executed sales of 30,000 shares of common stock on July 13, 2026, and July 14, 2026. SEC Form 4 filing
Transaction summaryMetricValueTransaction value~$5.2 millionShares sold (directly held)30,000Post-transaction shares1,265,749Post-transaction shares (directly held)1,226,119Post-transaction shares (indirectly held)39,630Post-transaction value~$215.5 millionTransaction value based on SEC Form 4 weighted average sale price ($172.53); post-transaction value based on July 15, 2026, market close ($170.27).
Key questionsWhat was the execution price range for these transactions?
The sale was conducted in multiple tranches, with weighted-average prices ranging from $169.44 to $177.64 per share over the two days.What is the scale of the entity's total beneficial ownership?
Beyond its ~1.3 million common shares, the firm holds ~54.6 million shares of Class B common stock, which are convertible share-for-share into common stock at any time.How has the stock performed leading up to this transaction?
As of the transaction date, the company has delivered a total return of 5% over the past year.What is the relationship between the reporting entities?
The Milton Hershey School Trust wholly owns Hershey Trust Company and serves as the trustee for the school trust, managing its significant stake in the confectioner.Company OverviewMetricValueShare Price (as of market close 2026-07-17)$171.42Market Capitalization$34.5 billionRevenue (TTM)$12.0 billionNet Income (TTM)$1.1 billionCompany SnapshotThe Hershey Company manufactures and distributes a comprehensive portfolio of confectionery products and salty snacks, generating revenue through three primary business segments: North America Confectionery, North America Salty Snacks, and International operations.The company operates a vertically integrated business model encompassing manufacturing, distribution, and retail sales of branded consumer packaged goods across domestic and international markets.Hershey's customer base includes retail channels, foodservice operators, and consumers across North America and select international markets, with particular strength in premium confectionery and salty snacks.The Hershey Company is a leading global manufacturer of confectionery and salty snack products with a market capitalization of $34.5 billion and TTM revenues of $12.0 billion. The company leverages its iconic brand portfolio and established distribution infrastructure to maintain competitive positioning within the consumer defensive sector, serving diverse customer segments through strategically organized regional and product-focused business divisions.
What this transaction means for investorsThe Milton Hershey School Trust’s recent sales are standard transactions for the unique entity and shouldn’t sway investors. The Milton Hershey School is a private, free-tuition K-12 school founded by Milton Hershey, the founder of The Hershey Company. These transactions are more business-like than anything.
From a stock perspective, Hershey has been somewhat disappointing over the last five years, generating total returns of 1.5% annually as it battled soaring cocoa prices, the uptake of GLP-1 medicines, inflation, and a broader shift toward healthier eating options. Hershey is a core position in my daughter’s portfolio as it is an easy-to-recognize brand to help learn about investing, but we may start looking for something with more growth potential.
That said, Hershey only trades at 20 times forward earnings and offers a steadily growing dividend that currently yields 3.4%, so its stability could serve as a decent cornerstone stock for a conservative portfolio. The company just grew sales by 11% in its latest quarter and expects revenue to rise 4.5% in 2026, so it may be returning to its more steady-Eddie ways, rather than the pricing-induced volatility it recently saw. As it continues to expand into higher-growth areas such as nutritional bars and new international markets, HSY stock could rebound over the next five years.
Shares of NuScale Power (SMR +1.11%) have been on a roller coaster ride over the past three years. They have risen as high as 575% over the period, but are currently only up around 5%, thanks to an 80% drawdown from their highs. That, however, could make them worth buying for long-term investors. Here's the big reason why you might want to step aboard.
What does NuScale Power do? Right now, NuScale Power bleeds red ink, and a lot of it. That's not unexpected, given that it is a start-up introducing new nuclear power technology to the world. That technology is small modular nuclear reactors (SMRs). NuScale Power has key regulatory approvals and is working with several potential partners as it seeks its first sale. The problem is that it doesn't actually have that sale in the books, and until it does, the company's technology remains untested.
Image source: Getty Images.
SMRs could be a game changer for the nuclear power industry. They are factory-built, use the most modern safety protocols, and are small enough to be moved easily and placed relatively close to where they are needed. An easy win would be using an SMR to power an artificial intelligence data center. But that's not the only opportunity, since NuScale's SMRs can be linked together to create a utility-scale facility.
Utilities are the current focus The big reason to buy NuScale Power is that you believe SMRs will be a big market in the future. However, the company's future remains highly uncertain until it has actually sold one of its SMRs, built it, and seen it tested in a real-world environment. This is not a stock for the faint of heart.
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That said, NuScale has two potential opportunities. A Romanian power company has approved the construction of a nuclear power facility that will use six NuScale Power SMRs. But the financing for that project hasn't been finalized, so the deal is still in limbo. NuScale is also working with ENTRA1 Energy and the Tennessee Valley Authority on the use of SMRs in the United States. But this relationship is still in its early stages, and no SMR has been sold yet. If either one of these opportunities pans out, the story changes dramatically for the better.
NuScale Power still has a lot of work ahead Even after the first sale, NuScale Power is likely to continue to bleed red ink for a while longer, even if Wall Street rewards it with a higher stock price. That's because the company still needs to build the first reactor and prove it can operate as expected. So the first sale isn't the end of the road; it is really just the start of the trip. However, if you believe in the promise of SMRs, NuScale Power could be an attractive investment now that it has pulled back so much from its highs. Just go in recognizing the risks and the likely long-term nature of the investment you'll be making.
It wasn't a great week for tech stocks, but CoreWeave (CRWV +0.60%) severely underperformed the tech-heavy Nasdaq Composite index. Shares of the artificial intelligence (AI) infrastructure provider plunged 18% for the week, according to data provided by S&P Global Market Intelligence.
Volatility is common in stocks like CoreWeave, which are in heavy growth mode. Revenue is soaring, but the company is still losing money. But a report this week may have spooked investors, too.
Image source: The Motley Fool.
Focus on what you know CoreWeave leases GPU computing power for the development and execution of AI models. It has been spending heavily to grow the volume of compute capacity it has available. That spending has included long-term supply agreements with chip manufacturers.
Demand is so high, though, that memory chip prices have gone through the roof. That's why investors have sent the stocks of names like Micron Technology and Sandisk soaring this year. The memory sector has historically been cyclical. As suppliers increase capacity while demand is high, a supply glut could follow, sharply dropping prices.
That's why CoreWeave may be looking to hedge against a future drop in memory chip prices, according to reports. The company's supply contracts could leave it exposed if competitors can pay lower prices after a downturn in the memory market.
The possibilities considered include put options -- which are contracts granting the owner the right, though not the obligation, to sell an underlying asset at a specified price in the future -- and possibly other derivative instruments.
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Owning CoreWeave stock means accepting the volatility that inevitably comes with it. But investors typically don't like companies straying from their core competencies. That may help explain the outsize drop in CoreWeave stock this week.
Howard Smith has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.
CoreWeave (CRWV +0.60%) closed Thursday at $72.91, down 52% from its 52-week high of $153.20. The main reason the stock keeps falling is the cost of its growth: The artificial intelligence (AI) cloud provider borrows heavily to build data centers, and the bill for that debt is growing about as fast as the business itself.
The first quarter showed both sides. Revenue rose 112% year over year to $2.1 billion. But interest expense more than doubled to $536 million, up from $264 million in the year-ago quarter, and the company's net loss widened to $740 million from $315 million. When CoreWeave reported those results in May, the stock sank about 10% as its revenue forecast disappointed investors and its spending forecast grew again.
Image source: The Motley Fool.
This week brought fresh pressure, with shares falling 3.5% on Wednesday and dropping again Thursday as AI infrastructure stocks sold off broadly.
Insiders haven't helped the mood. CEO Michael Intrator sold about 369,000 shares for roughly $31 million in early July, then about 308,000 more for roughly $25 million on July 14, though the sales came under a prearranged trading plan adopted last year.
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And then there's Meta Platforms. Bloomberg reported on July 1 that the social media giant is planning a cloud business, known internally as Meta Compute, that would sell surplus AI computing capacity to enterprise customers. Renting out AI computing capacity is exactly CoreWeave's business. Making matters more complicated, Meta is also one of CoreWeave's largest customers. The two expanded their relationship in April with an agreement worth about $21 billion through 2032.
Demand, notably, is not the problem. CoreWeave's revenue backlog reached $99.4 billion as of March 31, in what management called the strongest bookings quarter in the company's history. Active power topped 1 gigawatt in the first quarter, and management believes the company is on its way to more than 8 gigawatts by 2030.
What would it take to stop the slide? Most likely, interest costs would need to grow far more slowly than they have been, showing the debt-heavy model can scale toward profitability. And investors would need evidence that the nearly $100 billion backlog can convert into revenue at healthy margins, even with a major customer like Meta potentially competing for the same business.
Until then, the pattern of the past month could persist: strong demand headlines, followed by reminders of what that demand costs to serve. The business keeps growing quickly. The stock's problem is the price of funding that growth -- and, for now, the market keeps marking that price down.
Space Exploration Technologies (SPCX 5.41%) has lost almost $1 trillion in notional value since its stock peaked in the initial days following its initial public offer (IPO). As of this writing on July 16, the stock (also known as SpaceX) is trading near its initial public offering (IPO) price of $135, about $133 the last time I checked.
If you watched this stock hit about $201 at the end of its third trading day, you might be wondering if this is the chance to buy in. Raymond James, which co-managed SpaceX's IPO, recently set a $800 price target on the space stock. Even the average price target, about $244, implies 83% upside.
Even if the $800 price target materialized, it would take a very large investment for SpaceX to mint new millionaires: about $166,250 at today's price. Obviously, not every investor has six figures to invest with, nor would it be prudent to put that much into a stock that still trades at about 100 times sales. The question then becomes: Even if SpaceX alone can't make you a millionaire, can it be one of several stocks that you pick that contributes to millionaire status?
In other words, is SpaceX a buy at $133 a share?
Image source: The Motley Fool.
SpaceX's business is booming, and expectations are growing SpaceX is an incredible business; operationally, it is extraordinary. According to the company's own figures, it has launched more than 80% of the global mass that went into orbit annually since 2023. Its Falcon missions have achieved a 99% success rate, with 165 Falcon 9 mission in 2025.
Of the roughly 15,000 active satellites in orbit, SpaceX operates about 10,000. Subscribers to the company's Starlink internet access have jumped from about 5 million in the first quarter of 2025 to roughly 10.3 million a year later, with service now available across about 164 countries and territories.
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Artificial intelligence (AI) represents the company's largest opportunity -- about $26.5 trillion. Yet it's also SpaceX's biggest cash drag. It invested almost $18 billion on AI development in 2025, equivalent to about 96% of its $18.7 billion revenue.
In order for SpaceX to be considered a buy today, even a weak one, its AI division needs to flip from a negative to a positive, something that many on Wall Street are expecting. For example, analysts at Goldman Sachs think SpaceX's AI business could generate $322 billion in 2030, while Morgan Stanley projects about $190 billion from AI by that year.
Analysts at Morgan Stanley have projected the company's revenue hitting $3.4 trillion in 2040 -- a searing compound annual growth rate of about 41%.
In that most bullish scenario, SpaceX could be worth several times more than what it is today. If it traded at five times sales, $3.4 trillion in revenue would be equivalent to a $17 trillion valuation. Assuming the share count stays the same, the stock would trade at about $1,300, or more than nine times its current price.
So, is SpaceX a buy? If all these numbers and predictions make your eyes gloss over, consider this: The market has sky-high expectations for SpaceX -- so high that any little setbacks or disappointing news could send the stock reeling down.
That volatility is why I still shy away from this stock. Nothing has led me to firmly believe that SpaceX will mint new millionaires, nor that it's even a buy at today's price. That's not because I don't trust its business; I just don't see a world in front of me in which this company's core businesses generate trillions in sales.
When that world becomes more realistic, then I might change my mind. Until then, I would hold off on buying SpaceX, at least until it trades at a lower valuation.
I keep hitting the buy button on Meta Platforms (NASDAQ:META | META Price Prediction), and the reason is the exact thing most investors are getting wrong about AI right now. When Mark Zuckerberg raised the 2026 capex guide to $125 to $145 billion, the crowd read panic. I read validation. Meta is racing to satisfy demand that its own CFO admits keeps outrunning the plan.
That is the core of my thesis. On the Q1 call, Susan Li said it plainly: “we have continued to underestimate our compute needs even as we have been ramping capacity significantly.” When the operator of a $1.7 trillion advertising machine tells you compute is scarce inside her own building, the AI demand debate is settled for me. The Meta Compute pivot into commercial bare-metal rental, backed by the $13 billion, 1-gigawatt data center expansion in Alberta, is a company selling shovels because the miners keep showing up.
The Numbers That Keep Me Adding Q1 2026 revenue came in at $56.311 billion, up 33.08% year over year, with ad impressions up 19% and average price per ad up 12%. That was the fifth consecutive quarter beating EPS expectations. Family daily active people reached 3.56 billion. The apps are growing users and pricing at the same time, which is rare at this scale.
Profitability is the second reason. Return on equity runs 32.9%, operating margin 40.6%, and net margin 32.8%. This balance sheet can absorb the buildout without breaking.
Third, the price. I am paying a forward P/E of 21 and a PEG of 0.967 for a business that grew quarterly earnings 62.4% year over year. Analyst consensus sits at $828.34 with 49 buys, 8 strong buys, 6 holds, and zero sells.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Why Meta and Not Alphabet Alphabet (NASDAQ:GOOGL) is the alternative every reader will reach for first. I own some. I keep adding to Meta instead. Morningstar’s 2026 outlook pegs Alphabet’s 2026 estimated capex at $92.9 billion versus Meta’s $96.97 billion. Meta is committing more capital to infrastructure than Alphabet while carrying a lower forward multiple and posting faster revenue growth. Alphabet also has to defend search against the same generative models Meta gets to weave into a feed nobody is threatening to disrupt. Meta’s ad surface benefits from AI. Search has to survive it. (Related reading: 7 Stocks Powering the AI Boom.)
The Risk I Am Not Ignoring Reality Labs lost $4.03 billion in Q1 on $402 million of revenue. Youth-related litigation has additional trials scheduled in 2026 that may result in material loss. Capex at this pace already pushed full-year 2025 free cash flow lower even as operating cash flow expanded. The thesis holds because the core ad engine funds every one of these bets in cash, quarter after quarter, without touching the balance sheet. Free cash flow still came in at $12.386 billion in Q1 with capex up 46.8%.
What Keeps My Buy Button Active “Every sign that we are seeing in our own work and across the industry gives us confidence in this investment,” Zuckerberg told analysts. I believe him because the receipts back him: five straight beats, a forward multiple in the low 20s, a compute pivot the market is misreading, and 3.56 billion humans he already reaches every day. I will keep adding Meta as long as demand keeps outrunning capacity, and right now that gap is widening.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Tesla has spent the first half of 2026 pulling back from December highs. Our proprietary model answers the key question: where does the risk-reward stand from here?
Tesla (NASDAQ: TSLA | TSLA Price Prediction) trades at $391.06 as of July 16, 2026. Our 24/7 Wall St. price target for Tesla is $439.50, implying 12.39% upside over the next 12 months. The recommendation is buy, with high (90%) model confidence.
24/7 Wall St. Price Target Summary Metric Value Current Price $391.06 24/7 Wall St. Price Target $439.50 Upside 12.39% Recommendation BUY Confidence Level 90% A Pullback From December Highs Tesla is down 3.81% over the past week and 13.04% year to date, but still up 21.57% over 12 months. The stock sits 15% below its 52-week high of $498.83.
Fundamentals tell a constructive story: Q1 2026 revenue rose 15.78% year over year to $22.39 billion, non-GAAP EPS of $0.41 topped expectations, and automotive gross margin expanded to 21.1% from 16.2%. Free cash flow jumped 117% to $1.44 billion, and FSD paid subscribers hit 1.28 million, up 51%.
The Case for $493 and Higher Our bull scenario points to $492.94, a 26.05% total return. Catalysts include Cybercab production has just started, Semi ramps this year, and CFO Vaibhav Taneja’s guidance to “over $25 billion of CapEx” in 2026 for six factories, AI infrastructure, and Terafab.
Elon Musk described unsupervised FSD reaching customer cars “probably in the fourth quarter” and Optimus as “the biggest product ever”. Robotaxi is live in Austin, Dallas, and Houston with zero reported incidents. Polymarket traders assign an 81.5% probability to Tesla beating its next earnings report.
What Could Push Shares to $383 Our bear case lands at $383.32, a 1.98% decline. Tesla is priced for perfection at a trailing P/E of 357, and energy storage revenue fell 12% YoY in Q1, with regulatory credits sliding to $380 million. Operating expenses grew 37% YoY as AI R&D and Musk’s CEO stock-based comp hit the P&L.
Bulls counter that OpEx growth is investment: operating income still jumped 135.84%, and Taneja acknowledged Tesla is “in a very big capital investment phase” that supports future revenue. Insider selling has been notable, with 30 recent insider transactions skewed toward sales.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
How Tesla Stacks Up Against Rivian and Ford Rivian (NASDAQ: RIVN) is the closest pure-play EV comparable. Rivian’s $24.67 billion market cap, Q1 2026 revenue of $1.38 billion, and adjusted loss of $0.54 per share show how far Tesla leads on scale and profitability.
Rivian guides to a $1.8 to $2.1 billion EBITDA loss in 2026, making Tesla’s premium multiple defensible.
Ford (NYSE: F) offers a valuation counterpoint. Ford’s Q1 2026 EPS of $0.66 on $43.25 billion in revenue dwarfs Tesla in absolute earnings, yet Ford’s market cap is $55.5 billion.
Ford also pays a 5.4% dividend yield. That contrast frames Tesla as an autonomy and robotics play rather than a traditional automaker. Our 24/7 Wall St. price target is reasonable in that context.
Tesla Price Prediction 2026-2030 Tesla’s 24/7 Wall St. price target of $439.50 and buy rating at 90% confidence rest on expanding auto margins, FSD subscription growth, and a mid-range entry point. The bull thesis strengthens if Cybercab and Robotaxi hit 2026 milestones. The risk case builds if OpEx growth outpaces revenue into 2027.
Year 24/7 Wall St. Price Target 2026 $439.50 2027 $478.00 2028 $515.00 2029 $550.00 2030 $584.82 Our five-year base case projects Tesla at $584.82 by July 2031, a 49.55% total return. These projections assume Tesla executes on autonomy, energy, and Optimus. Meaningful upside or downside could result from unsupervised FSD approval timing in China and Europe.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today.
SummaryAdvanced Micro Devices is rated Buy, with fair value at $580, supported by a robust server-CPU franchise and contracted AI accelerator demand.AMD’s server-CPU business is a high-margin, share-gaining engine, with TAM doubled to $120B+ by 2030 and 70%+ revenue growth guided for Q2.Contracted 12GW Instinct pipeline (Meta, OpenAI) and operating leverage de-risk 2027 earnings ramp, making the forward multiple less risky than it appears.Key risks include gross margin dropping below 55%, Helios delays, hyperscaler capex reductions, and potential dilution from the Meta warrant. Robert Way/iStock Editorial via Getty Images
Advanced Micro Devices, Inc. (AMD) is a Buy for me, with fair value at about $580, in the range of $555 to $600, but at about $500 when I am writing this on July 16.
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
With the rise of agentic AI, the number of central processing units (CPUs) used within AI data centers is set to explode. While graphics processing units (GPUs) are good at providing raw computing power, CPUs act more like the brains of the operation and can handle the sequential reasoning that lets AI agents stop and think before they act. As a result, the GPU-to-CPU ratio is expected to go from 8-to-1 for training, down to 4-to-1 for inference, and to 1-to-1 for AI agents.
With Nvidia predicting this could become a $200 billion market in the next few years, Advanced Micro Devices (AMD 0.66%), Arm Holdings (ARM +1.98%), and Intel (INTC 1.80%) are all set to benefit. Let's see which one of those three looks like the best agentic AI stock to buy.
Image source: The Motley Fool.
AMD is a leader in the data center CPU space, having consistently taken share away from Intel over the past few years. The company has strong technology and has developed high-core CPUs designed specifically for agentic AI. Cores act like individual workstations, and packing more cores into a CPU is like giving the chip a large workforce to help power autonomous AI agents. Its new Venice architecture, set to debut soon, utilizes up to 256 cores, making it ideal for agentic AI.
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In addition to its agentic AI opportunity with its CPUs, AMD is also benefiting from the surging inference market with its GPUs. Its acquisition of memory optimization company MEXT, whose chiplet design allows it to be packaged with more memory, positions AMD well in the inference market, and it already has two massive deals in place with OpenAI and Meta Platforms.
Intel Intel has been one of the hottest stocks in the market over the past year, up around 323%. This largely stems from its data center CPU opportunity. While the company has arguably ceded its technological leadership in the space, data center CPU demand is so high that it has been a big boost to the company. And with supply generally tight, it has been able to increase CPU prices, which should help boost both its revenue and gross margin.
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That said, Intel's larger computer chip business has been somewhat stagnant, and higher component prices (not just CPUs but also memory) could eventually hurt PC sales. Its foundry business also continues to struggle with losses. Intel was once a cheap stock based on the value of its physical assets, but that is no longer the case, given its huge surge over the past year.
Arm Holdings Arm shocked investors when it announced it would forgo its typical licensing and subscription model and begin making its own CPUs, given the market growth it saw. ARM uses a different architecture than the x86 standard used by Intel and AMD. Its architecture has become the standard in smartphones and is the technology behind custom data center chips from companies like Nvidia, Amazon, and Alphabet.
At the time of its announcement, Arm saw the data center CPU market rising to $100 billion over the next five years and believed it could take a 15% market share. That would take its 2031 revenue to $25 billion, with $15 billion coming from CPUs.
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However, the company's core smartphone business could face pressure, as high memory costs are expected to push up smartphone prices, potentially slowing demand. Meanwhile, securing manufacturing capacity could put a lid on its CPU opportunity in the near term, while it now risks competing against its own customers.
The verdict In my view, the clear winner is AMD. It doesn't face the same magnitude of headwinds in parts of its business as Intel and Arm do, while it also has a second big tailwind with its GPUs and inference. It is also the current leader in the data center CPU market and, therefore, should be one of the biggest beneficiaries of this market's rise. As such, it is the agentic AI semiconductor stock that I'd be buying.
Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, Amazon, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Arm Holdings, Intel, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
Netflix Inc. NASDAQ: NFLX has been one of the weakest large-cap media and technology stocks over the past year, with shares still sharply lower in 2026 heading into its Q2 earnings report. Investors who hoped the report would reverse that trend may have to wait. NFLX sold off after delivering a mixed report.
Netflix Today
$68.95 -5.40 (-7.26%)
As of 07/17/2026 04:00 PM Eastern
52-Week Range$65.08▼
$126.71P/E Ratio21.70
Price Target$103.97
Netflix delivered a slight beat on adjusted earnings per share (EPS), with 80 cents per share coming in a penny above the estimate for 79 cents. But revenue of $12.56 billion came in slightly below the $12.58 billion expected.
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Revenue was up 13% on a year-over-year basis, and the company’s operating margin came in at 33%. Both numbers were in line with the company’s prior forecasts.
It’s being described as a report in which the company set a low bar and tripped over it. The bigger story may be that investors are deciding how to price the business that Netflix is today.
Netflix Faces a New Reality Beyond Its FAANG EraBefore the Magnificent Seven, there were the FAANG stocks: Meta Platforms Inc. NASDAQ: META, Apple Inc. NASDAQ: AAPL, Amazon.com Inc. NASDAQ: AMZN, Alphabet Inc. NASDAQ: GOOGL, and Netflix. These stocks were the darlings of the mobile and cloud computing buildout.
At that time, Netflix was delivering organic growth on an epic level. So much, in fact, that Netflix took away password sharing and aggressively moved away from its ad-free programming tier, and consumers paid for the privilege.
But the one thing that Netflix can’t seem to outrun is its competition. The company says that it “only” has about 5% of its total addressable market.
On the surface, that sounds like a company trying to explain why it still deserves to be part of the cool club. But it could also be a reminder that consumers have many options. Moreover, content generation continues to be a major expense that is coming at a time when the company is becoming more opaque about who is watching and for how long.
Netflix Will Only Report Engagement Numbers Once a YearA notable takeaway from the report is that Netflix will now report engagement numbers (i.e., the What We Watched report) only in the first quarter starting in 2027. Management cited a goal of separating the publication of the report from earnings to keep the focus on its primary financial metrics of revenue and operating profit.
After becoming a streaming service in 2007, Netflix would report its engagement numbers every quarter. Since the company wasn’t profitable in its early days, engagement served as a proxy for future revenue and a breadcrumb on its path to profitability.
Today, Netflix is generating much of its revenue from its ad business. Therefore, from management’s perspective, engagement numbers don’t carry as much weight as they used to.
That’s probably accurate. But once analysts have become accustomed to getting a specific data point, the absence of that data opens the door for interpretation. That’s not fair, and it’s not the primary reason NFLX is down. At the same time, if Netflix knew it was going to deliver strong engagement numbers, it would probably pre-release that information.
The Chart Confirms the Story Wall Street Is TellingNFLX has been in a clear downtrend since October 2025, carving lower highs and lower lows into a July bottom near $70. The 200-day moving average, now at $94 and sloping downward, has capped every rally since December, including bounces in February and April that both failed near that line. That's a classic bearish structure: price below a declining long-term average.
Heading into earnings, shares had stabilized in the low-$70s, closing at $74.35, with the MACD crossing above its signal line and above zero for the first time since March, a tentative bullish signal. The after-hours drop to roughly $69 undercuts that setup and pushes shares back toward the $70 support level, which has held twice this year. Holding that zone suggests the base is still intact; a decisive break below it on volume opens the door to the mid-$60s, territory NFLX hasn't seen since 2023.
Is NFLX Becoming So Bad It’s Good?Overall MarketRank™88th Percentile
Analyst RatingModerate Buy
Upside/Downside50.8% Upside
Short Interest LevelHealthy
Dividend StrengthN/A
News Sentiment0.30 Insider TradingSelling Shares
Proj. Earnings Growth6.67%
See Full Analysis
In an earnings season when many companies are expected to post record results, the companies that miss will be sharply punished. That’s a lot of what’s going on with NFLX. Investors are selling first and will ask questions in the coming days.
One thing they’ll be pondering is the company’s cash situation. Second-quarter free cash flow (FCF) came in at $1.5 billion, down from $2.3 billion in Q2 2025, with the decline reflecting higher cash tax payments. Netflix is still guiding for full-year FCF of approximately $12.5 billion, a target that includes the after-tax benefit of the Warner Bros. Discovery termination fee.
Netflix isn’t in trouble, and it’s not hard to make an argument that the company is still the best in breed in streaming. The forward price-to-earnings (P/E) ratio was around 20x before the post-earnings selling, and the company has a solid balance sheet. Those numbers put the opportunity in plain view.
But what is that opportunity? The Netflix consensus price target of $104.78 still implies meaningful upside from recent levels, even after the post-earnings sell-off. However, several analysts had been lowering their price targets before the earnings report. That trend is likely to continue in the days ahead.
Should You Invest $1,000 in Netflix Right Now?Before you consider Netflix, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Netflix wasn't on the list.
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With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow.
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United Airlines flights in the United States were delayed Saturday morning after a tech outage. Mondadori Portfolio/Getty Images Some United Airlines flights across the US, from New York to San Francisco, were delayed on Saturday due to a technology outage.
United Airlines passengers said on social media that the issue affected operations at several major airports, including Washington Dulles International Airport in Virginia and Newark Liberty International Airport in New Jersey. Some passengers said they faced delays, while others said they encountered issues checking in, boarding, and checking their bags.
Down Detector, a site that tracks status updates and outages, showed that passengers began reporting the issues before 7:40 a.m. on Saturday. By 8:23 a.m., Down Detector had recorded more than 430 reports.
A spokesperson for United Airlines said the issue has since been resolved.
"Our teams are getting our operations back to normal after a technology outage affected contact centers and check-in processes earlier today," the spokesperson told Business Insider. "We encourage customers to check their flight status on the United app as they get ready to travel today."
The spokesperson said the outage struck the airline's reservation system. As a result, the company couldn't process check-ins or process customer tickets. The spokesperson said the outage did not affect flights that were already airborne or had left the gate.
United Airlines was among several airlines that faced major disruptions after widespread tech outages related to a CrowdStrike update two years ago. At the time, the airline cautioned pilots that they may be unable to communicate with ground services. It was forced to cancel thousands of flights as a result.
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Lauren Edmonds You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Lauren Edmonds is an award-winning reporter on the Business News team. When news isn't breaking, she covers personal finance, kitchen-table economics, and paths to financial freedom, including investing, real estate, side hustles, and small business. She also writes about guaranteed and universal basic income programs in the United States.Lauren has also covered lifestyle and entertainment, digital culture, and more. She has a master's degree from the Columbia University Graduate School of Journalism and resides in New York City.Do you have an interesting story to tell? You can reach Lauren at [email protected] or on Signal at ledmonds0.07.Popular StoriesNetflix wants to be Disney when it grows up Why Hollywood is paying this 17-year-old up to $20,000 to boost film trailers with TikTok editsHere's all the free money Trump's talked about giving Americans during his second term — and where it all standsA 17-year-old earned $72,000 after investing his e-commerce profits into stocks. Here's why he bet on the tech industry.Lawmakers float a nationwide basic income experiment that would cover the cost of a 2-bedroom apartmentNearly 30,000 Americans have received about $335 million in basic income. Here are 5 takeaways. Americans ditch suffocating healthcare costs and divisive politics to retire in Italy: 'It's the way they approach life'From 'road-schooling' to gas that costs $500, this family of 4 shares what it's like living in a solar-powered Greyhound bus
ExxonMobil (XOM +0.97%) provided additional information about its second-quarter operations to help Wall Street prepare for its actual earnings release. That isn't a normal event, but then these aren't normal times in the energy sector. Here's what investors need to know.
Oil: Big changes in a short period of time The geopolitical conflict in the Middle East broke out late in the first quarter. The price of oil rocketed higher, but the financial benefit was minimal in the first quarter. The second quarter will see most of the impact from the energy price spike caused by the conflict. Exxon's pre-earnings update is meant to clarify the potential impact, with some estimates suggesting it could add as much as $5 billion to the company's bottom line.
Image source: Getty Images.
That said, investors need to take the update with a grain of salt. Oil prices have already fallen materially from their peak levels. So the second-quarter benefit could be huge, but at this point it is hard to get a read on what that might mean for the third quarter. This speaks to the real issue investors need to keep in mind when they buy an energy stock like ExxonMobil.
Energy prices are volatile, hard stop The current geopolitical conflict is headline-grabbing, so investors are closely watching its impact on oil and natural gas prices. However, the energy sector has a long history of volatility. The current price swing isn't an outlier; it is the norm. That means that Exxon's earnings swing isn't abnormal, either. It is just par for the course.
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Exxon is one of the world's largest energy companies. And it has long handled the industry's ups and downs in relative stride, highlighted by decades' worth of annual dividend increases. It also has a peer-leading debt-to-equity ratio of roughly 0.2x, so it is financially prepared to deal with falling energy prices. It is a through-the-cycle energy stock for those who want to buy and hold. One quarter of good earnings shouldn't be the driver of your investment decision.
Buy Exxon with your eyes wide open That said, Exxon has been very clear about the current energy market. Despite the pullback in energy prices from their early conflict peak, Exxon doesn't believe oil prices fully reflect the fundamentals of the energy market right now. That hints that oil prices could rise again, even if the conflict comes to a close, which doesn't seem like it is in the cards right now. However, the really important takeaway from all of this is that oil prices are volatile, which means Exxon's earnings will be volatile, too.
Caterpillar (CAT +0.47%) is up 265% in the last three years, largely thanks to the artificial intelligence (AI) boom. Its earth-moving equipment is being used for AI data center construction. Caterpillar also has a massive mining business that is benefiting from resource demand.
Perhaps most importantly, Caterpillar's Power & Energy segment is perfectly positioned to capitalize on surging power generation demand as AI data centers look to go behind the meter by producing their own electricity and avoid lengthy interconnection delays associated with grid power. With the AI energy bottleneck intensifying and hyperscalers continuing to pour record capital expenditures into AI, demand for Caterpillar's products should continue to outpace supply for the foreseeable future.
Now, with Caterpillar's stock price knocking on the door of $1,000 per share, some investors may be wondering if the industrial giant could issue a stock split -- especially with Caterpillar now making up a staggering 10.6% of the Dow Jones Industrial Average.
Here's why a stock split could be on deck, and the biggest obstacle standing in its way.
Image source: Getty Images.
There's an even better stock split candidate than Caterpillar Because of its price-weighted nature, stock splits have a major impact on the Dow. Amazon and Alphabet issued stock splits in 2022, which brought their stock prices closer to the median of the Dow and paved the way for their entry into the index. Similarly, stocks that run up in price and don't split can quickly tilt the index out of balance.
Caterpillar's surging stock price has propelled it to the second-highest-weighted company in the Dow behind Goldman Sachs. Combined, both stocks make up 23.5% of the Dow. In contrast, the two largest stocks in the S&P 500 make up 14.4% of the index.
But even with Caterpillar's massive weighting, the industrial sector only makes up 17.3% of the index compared to 28.6% for financials. So, despite what the name implies, the Dow isn't the industrially focused index it used to be.
Therefore, there's a much stronger case for Goldman Sachs to issue a stock split and reduce its individual and sector weightings. What's more, Meta Platforms has a compelling case for inclusion in the Dow, given its consistently high free cash flow, industry-leading position, and recently implemented dividend. Goldman Sachs splitting its stock would provide the catalyst needed to add Meta to the index, most likely replacing Nike.
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The Dow can rebalance naturally The Dow has gone through many periods when stocks temporarily accounted for a large share of the index, only for market cycles to even out the weights over time.
In 2019, Boeing made up over 11% of the Dow, driven by a rapid price surge. But the COVID-19 pandemic, along with other issues, has made Boeing a major laggard since. And without even issuing a stock split, Boeing's underperformance, paired with outperformance by other components and index shake-ups, has pushed Boeing down to just 2.5% of the Dow.
That's not to say that Caterpillar is destined for the same fate, but it is a cyclical company. So it wouldn't be surprising if Caterpillar waited to see how the AI infrastructure market evolves instead of rushing to issue a split.
Daniel Foelber has positions in Nike. The Motley Fool has positions in and recommends Alphabet, Amazon, Boeing, Caterpillar, Goldman Sachs Group, Meta Platforms, and Nike. The Motley Fool has a disclosure policy.
First Phosphate Corp. (CSE:PHOS, OTCQX:FRSPF, FRA:KD0, OTC:FPHOY) earlier this week outlined its funding position and development timeline as the company works towards completing a feasibility study, advancing permitting and potentially reaching a final investment decision by the end of 2027.
CEO John Passalacqua told Proactive that First Phosphate had raised approximately $2.3 million in its latest financing tranche after securing more than $15 million in a previous tranche. He said the company had reported more than $30 million in the bank, with the additional financing bringing its cash position close to $35 million.
Passalacqua also highlighted a $16.7 million non-refundable, non-dilutive contribution from the Canadian federal government to support the company’s feasibility study. Taking the funding sources together, he said First Phosphate could have access to approximately $50 million as it advances its feasibility work, permitting activities and pathway towards a final investment decision.
The funding position represents a potential catalyst by providing the company with an estimated 24 to 36 months of capital runway. Passalacqua said the feasibility study was scheduled for completion around the end of the year or early the following year, after which the company planned to move into permitting.
A potential final investment decision by the end of 2027 represents another key milestone. First Phosphate is ultimately targeting an operational open-pit mine by 2029.
“We are looking to basically have an open-pit mine operational by 2029,” Passalacqua said, describing the target as an aggressive timeline. He added that critical-mineral projects could become more valuable when they are brought forward quickly.
Passalacqua said investors were assessing several factors, including management, the company’s track record, its ability to raise capital, its balance sheet and government support. He also pointed to backing associated with Canada, Denmark and Italy, as well as offtake agreements announced around the G7.
The company also expanded its board from four directors to five following the return of former broadcaster and member of Parliament Peter Kent. Passalacqua said the appointment would support the development of First Phosphate’s corporate-governance structure and increase committee independence.
For investors, the feasibility-study timeline, permitting progress, a potential final investment decision and advancement towards the targeted 2029 mine operation are likely to be the principal milestones to monitor.
Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF, FRA:1SS) CEO Evan Gappelberg talked with Proactive about KraftyLabs Intelligence, a new workforce intelligence pilot designed to combine employee surveys, engagement data, AI-driven insights and access to employee experiences within one platform.
Gappelberg explained that the existing KraftyLabs platform already facilitates workshops, team-building activities, leadership development and employee experiences. Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF) is now adding surveys that organizations can use to assess employee sentiment, engagement and workplace needs.
Unlike standalone survey platforms that primarily identify a problem, KraftyLabs Intelligence is intended to connect the results directly with possible actions. For example, when survey feedback indicates that employees could benefit from a team-building activity or additional engagement, an HR professional can select relevant programs through the platform.
“We’re not just providing the insight. It’s an end-to-end solution,” Gappelberg said. He added that potential responses could include AI coaching, AI workshops, engagement programs and other employee experiences.
Gappelberg said the platform’s competitive advantage is not the survey technology alone. Instead, he pointed to the combination of existing customers, engagement activity, data, artificial intelligence and outcomes available within the KraftyLabs ecosystem.
He also described a potential flywheel effect in which the platform becomes more valuable as it receives additional user interactions and data. Nextech3D.AI (CSE:NTAR, OTCQX:NEXCF) believes KraftyLabs Intelligence could become an intelligence layer for workforce engagement by connecting data, insights, experiences and actionable events.
From an investor perspective, Gappelberg said the company believes the technology could generate millions of dollars in software revenue over the next 12 months.
SummaryMicron delivered a standout Q3, surpassing expectations and reaffirming a Buy rating amid a temporary tech sector pullback.MU's long-term supply agreements, Anthropic partnership, and $250B U.S. investment plan underpin a multi-year growth thesis and reduced cyclicality.Q4 revenue guidance of $50B and robust customer prepayments signal sustained demand, with DCF fair value estimated at $1,527.88 per share—over 50% upside.Risks include aggressive capacity expansions by Korean competitors and potential sentiment-driven volatility, but current valuation presents an attractive entry. JHVEPhoto/iStock Editorial via Getty Images
Last month, right before the release of the Q3 earnings report, I published a bullish article on Micron (MU) in which I stated that the upcoming report would be the company’s moment
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Bohdan Kucheriavyi is not a financial/investment advisor, broker, or dealer. He's solely sharing personal experience and opinion; therefore, all strategies, tips, suggestions, and recommendations shared are solely for informational purposes. There are risks associated with investing in securities. Investing in stocks, bonds, options, exchange-traded funds, mutual funds, and money market funds involves the risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
LOS ANGELES--(BUSINESS WIRE)--Regeneron Pharmaceuticals, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights – REGN.
SummaryAutodesk is upgraded to ‘Strong Buy’ due to durable competitive advantages, robust growth, and a discounted 17x forward P/E multiple.ADSK’s MaintainX acquisition positions it to expand into operations and maintenance, creating a valuable feedback loop with core design products.Fiscal Q1 2027 saw 16% YoY revenue growth, 15% billings growth, and a 2-point margin expansion, with management guiding for double-digit revenue and EPS growth this year.AI integration and proprietary engineering validation tools reinforce ADSK’s moat.Looking for a portfolio of ideas like this one? Members of iREIT®+HOYA Capital get exclusive access to our subscriber-only portfolios. Learn More » Richard Drury/DigitalVision via Getty Images
2026 hasn’t been kind to software stocks, as the tech sector has bifurcated between AI and non-AI. What gets lost in the narrative, however, are quality companies that stand to benefit from AI being integrated into their product
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in ADSK over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
I am not an investment advisor. This article is for informational purposes and does not constitute as financial advice. Readers are encouraged and expected to perform due diligence and draw their own conclusions prior to making any investment decisions.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Earlier this month, Plug Power (PLUG +0.93%) investors received some great news: The company's 50-megawatt (MW) hydrogen electrolyzer project in Australia is expected to move into the execution phase. This essentially clears the way for Plug Power to deliver on its end of the bargain and book the related revenue.
While Plug Power has completed other projects elsewhere in Australia, this electrolyzer project is now that country's largest renewable hydrogen project to reach this level of development. Orica, the customer -- a large mining conglomerate that bills itself as the "world's largest mining-dedicated producer of sodium cyanide, supporting gold processing, silver recovery and other mineral extraction operations" -- operates an existing ammonia production facility on Kooragang Island.
Currently, that facility produces most of its electricity from natural gas. Plug Power's proton exchange membrane (PEM) electrolyzer will use renewable energy sources to produce hydrogen fuel, offsetting around 7.5% of the facility's natural gas usage.
To put this project into perspective, Plug Power has now deployed around 320 MW of its GenEco electrolyzer systems across six continents. For comparison, one of Plug Power's biggest installed systems is a 100-MW Galp project in Portugal. That system is now one of Europe's largest electrolyzer installations. It is expected to be fully online by the end of this year. So while this 50-MW system in Australia is meaningful, it is not a game changer in any large sense.
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Still, Plug Power's management team wants this development to convince investors of its intended growth trajectory. As a press release reads, "The HVHH project adds to Plug's growing portfolio of landmark hydrogen projects ... as the company's global pipeline continues to advance from development into execution."
Should investors buy into the hype? There's still one clear reason to remain cautious.
Here's why I'm still staying away from Plug Power stock Plug Power is clearly gaining traction with its GenEco hydrogen electrolyzers. Last year, the company delivered 185 MW of GenEco systems, a 203% growth over the previous year. The company's project pipeline suggests this growth will continue. In April, for example, Plug Power was selected to deliver a 275-MW GenEco PEM electrolyzer system in Canada.
This project alone, when delivered, would give the company positive year-over-year growth. Other projects in the pipeline, including its Australian 50-MW system, will only further those growth rates.
Image source: Getty Images.
There are concerns about the long-term competitiveness of Plug Power's PEM systems. My biggest worry is simply shareholder dilution. Plug Power's management team seems to be taking profitability seriously. Last quarter, losses narrowed significantly following large improvements in gross margins.
PLUG Average Diluted Shares Outstanding (Quarterly) data by YCharts.
However, net losses continue to accumulate, forcing the company to sell more stock to stay afloat. Over the past five years, Plug Power's outstanding share count has soared by nearly 700%. Over the past 12 months alone, diluted shares are up roughly 20%. I expect more dilution to occur until the company is sustainably profitable.
So the issue isn't whether Plug Power is gaining market traction. Rather, it's a question of whether this growth can offset ongoing shareholder dilution. While Plug Power's business seems to be improving, I'm still comfortable remaining on the sidelines until the financials have stabilized.
Who: Zoetis Inc. (NYSE: ZTS)What: Securities fraud class action lawsuit filedClass Period: January 14, 2025 through May 6, 2026Deadline to Seek Lead Plaintiff Status: July 27, 2026Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company’s product adoption.Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options RADNOR, Pa., July 18, 2026 (GLOBE NEWSWIRE) -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Zoetis Inc. (Zoetis) (NYSE: ZTS) on behalf of those who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”). The lawsuit is filed in the United States District Court for the Southern District of New York and is captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.). Investors have until July 27, 2026, to file for lead plaintiff status.
CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired Zoetis securities and have lost money on your investment, please provide your information here:
You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. There is no cost or obligation to speak with an attorney.
ZOETIS INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:
Zoetis is an animal health company that develops, manufactures, and sells vaccines, medications, diagnostics, and more for companion and livestock animals.
The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material facts about the company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) prescription growth and use of Librela, a pain treatment for dogs, was weakening following FDA safety warnings of serious neurological complications; (2) Simparica Trio, a preventative for fleas, ticks, and heartworm, was losing significant market share to a lower priced competitor; (3) the company’s dermatological products, specifically Apoquel and Cytopoint, were also losing market share to competition; and (4) as a result of the foregoing, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.
Why did Zoetis’s Stock Drop?
On May 7, 2026, Zoetis reported its 2026 first quarter financial results which showed significant decline across its Companion Animal business. On this news, Zoetis’s stock price fell 21.5%.
WHAT ZTS INVESTORS CAN DO NOW:
File to be lead plaintiff by July 27, 2026.Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you.Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR ZOETIS INC. INVESTORS:
Zoetis investors may, no later than July 27, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.
Kessler Topaz Meltzer & Check, LLP encourages Zoetis investors to contact the firm for more information.
ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):
Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including The National Law Journal’s Plaintiff’s Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group’s Honor Roll of Most Feared Law Firms, The Legal Intelligencer’s Class Action Firm of the Year, Lawdragon’s Leading Plaintiff Financial Lawyers, and Law360’s Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent. For more information about Kessler Topaz Meltzer & Check, LLP, please visit www.ktmc.com. The complaint in this matter was not filed by KTMC.
CONTACT:
Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087 [email protected]
May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.
SummaryWaste Management, Inc.'s stock has been docile during the past year, which is exactly why it has drawn my attention.I think Waste Management's common shares might rediscover form when (or if) the market's emphasis on tech leadership vanishes.Fundamentally, I can see a scenario where the company focuses on efficiency gains. I think the big roll-up story is nearing its end, but financials show clear improvements in efficiency.The company's participation in renewable natural gas might be a hidden asset with future upside potential.Multiples and technical levels don't scream bargain, but I think this is a steady compounder, especially if paired with a rules-based DCA strategy.Richard Drury/DigitalVision via Getty Images
Today's coverage focuses on Waste Management, Inc. (WM). Despite a near 20% year-on-year surge in industrial stocks, Waste Management's ordinary shares haven't done much, likely leading many to contemplate their positioning.
Waste Management has delivered
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of WM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Kindly note that our content on Seeking Alpha and other platforms doesn't constitute financial advice. Instead, we set the tone for a discussion panel among subscribers. As such, we encourage you to consult a registered financial advisor before committing capital to financial instruments.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
SPDR Gold Shares tracks the price of physical gold, whereas VanEck Gold Miners ETF invests in companies that extract the metal SPDR Gold Shares has a lower expense ratio and significantly lower price volatility compared to VanEck Gold Miners ETF VanEck Gold Miners ETF has delivered higher total returns over the past year but shows a much deeper historical drawdown
Alcoa Corporation NYSE: AA just handed investors a lesson in reading between the lines. Shares fell after the aluminum giant reported Q2 2026 earnings and trimmed its full-year outlook, partly due to a weather-related disruption at one of its Australian facilities.
Alcoa Today
$43.84 -3.01 (-6.43%)
As of 07/17/2026 03:59 PM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$28.11▼
$84.38Dividend Yield0.91%
P/E Ratio9.02
Price Target$62.73
However, the pressure on AA didn’t start with the earnings report. The stock was down before the release, weighed down by news of the company’s 4.7 billion deal for South32's bauxite, alumina, and aluminum assets.
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That's arguably the bigger story coming out of earnings, and it’s more bullish than the current price action shows. It reshapes Alcoa's global footprint and its investment case. That means that understanding the earnings miss requires context. The strategic pivot is the signal beyond the earnings noise. That’s a critical distinction for anyone considering buying the dip in AA.
Alcoa Stock Falls Despite Strong Q2 2026 EarningsAlcoa posted second-quarter earnings per share (EPS) of $1.53, down slightly from $1.60 in the first quarter, but an increase of over 140% from the prior year. Adjusted EPS, which strips out one-time items, came in stronger at $2.12, but missed estimates for $2.25 per share.
Revenue climbed to $3.97 billion from $3.19 billion, driven largely by a sharp jump in realized aluminum prices. That number was also up around 31% year over year.
Adjusted EBITDA excluding special items reached $901 million, up $306 million from the prior quarter. Higher metal prices contributed $331 million of that gain. Volume added another $64 million. These are the kinds of numbers that typically send a stock higher, not lower.
So why the drop? Digging into the report, Alcoa’s Alumina segment EBITDA actually worsened, falling to a loss of $96 million from a $40 million loss in Q1. Production disruptions, including weather impacts on Australian operations, weighed on that segment specifically.
Why the South32 Acquisition Could Transform AlcoaThe real catalyst for investor unease arrived before earnings, when Alcoa announced its acquisition of South32's upstream aluminum assets. The transaction adds bauxite mining, alumina refining, and aluminum smelting operations across Australia, Brazil, and South Africa. It's Alcoa's first foray into South African operations.
The financial terms are substantial. Alcoa will pay $3.1 billion in cash plus roughly 17 million newly issued shares, valued at nearly $1 billion. The deal also includes $600 million in assumed net debt and a contingent value right worth up to $750 million over four years.
Management frames this as a natural fit. It consolidates like assets in close proximity and leverages Alcoa's existing Australian operations. The company expects roughly $900 million in net present value synergies, including $50 million in run-rate cost savings within a year of closing.
Post-close leverage is expected to hold near 2.0x, and both S&P and Moody's have already affirmed Alcoa's credit ratings on a pro forma basis. That's a meaningful vote of confidence heading into a large transaction. The deal is targeted to close in the first half of 2027.
Why Investors Are Selling Alcoa Stock After the DealHere's where the story gets interesting from a behavioral standpoint. Markets often punish a deal like this initially before considering the potential bullish implications. Big deals introduce integration risk, financing uncertainty, and a temporary fog around near-term earnings power. Investors sold first and are still digesting the fundamentals.
That uncertainty makes the reaction to a weather-related guidance cut understandable but likely overdone. AA trades at roughly 11 times earnings. That's a discount even by the standards of a cyclical, commodity-linked business like aluminum. The stock has also erased most of its 2026 gains and is trading over 43% below its consensus price target of $64.91.
Alcoa's Long-Term Growth Outlook Remains StrongThe earnings report points to favorable long-term fundamentals. Primary aluminum consumption outside China is projected to grow 24% by 2036. Alumina demand is expected to rise even faster, up 32% over the same span. Supply growth is coming disproportionately from higher-cost regions like Indonesia and India.
The South32 assets, by contrast, expand capacity at below-average capital intensity. That's a meaningful advantage in a market where new capacity is getting more expensive to build. It also strengthens Alcoa's position as what management calls a "pure-play upstream aluminum company."
Meanwhile, aluminum prices near $3,156 per metric ton have returned to levels seen before recent Middle East-related disruptions. Regional premiums in North America and Europe remain elevated, reflecting persistent supply deficits in those markets. Alcoa's order book for the year is up across all regions.
Is Alcoa Stock a Buy After Earnings?This report is a reminder of what commodity investing actually feels like. Stock prices tend to be volatile. Weather disrupts operations in a material way. Guidance shifts. None of that changes the multi-year thesis for a company positioning itself ahead of industry consolidation.
Alcoa (AA) Price Chart for Saturday, July, 18, 2026
The near-term stock reaction reflects real uncertainty around integration and near-term production hiccups. But the valuation, the synergy math, and the demand backdrop all suggest the market may be pricing in more pessimism than the situation warrants. For patient investors, this looks less like a red flag and more like an entry point.
Should You Invest $1,000 in Alcoa Right Now?Before you consider Alcoa, you'll want to hear this.
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Matt Dmytryszyn talks about what ASML's (ASML) earnings beat means for the greater AI chip trade. He says ASML Holding intends to raise prices for chipmaking equipment, which can impact companies like Applied Materials (AMAT), Lam Research (LRCX), and KLA Corp. (KLAC).
Deanna L. Goodwin, a member of the Board of Directors of Oceaneering International (OII 0.05%), reported the sale of 7,000 shares of common stock in an open-market transaction on July 1, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)7,000Transaction value~$285,000Post-transaction shares (direct)35,905Post-transaction value (direct ownership)~$1.41 millionTransaction value based on SEC Form 4 weighted average reported price ($40.69); post-transaction value based on July 1, 2026 market close ($39.39).
Key questionsHow impactful was this transaction on Deanna Goodwin’s overall stake?
Goodwin reduced her direct holdings by 16.32%, retaining 35,905 shares after the sale, which comprises 0.0360% of the company's outstanding shares as of July 1, 2026.Were any indirect or derivative holdings involved in this transaction?
No, the disposition involved only directly-held common stock, with no shares traded via trusts or derivative securities. No indirect holdings were disclosed in this filing.Does this transaction reflect an established selling pattern or a one-off event?
This is Goodwin’s first open-market sale in at least two years, with prior reported transactions limited to administrative events, indicating no recurring cadence of selling activity.How does the transaction price compare to recent trading levels and the company's performance?
The weighted average sale price of $40.69 was slightly above the July 1, 2026 market close of $39.39, and follows a one-year total return of 80.84% as of the transaction date, suggesting the sale occurred near recent highs.Company overviewMetricValueEmployees10,400Revenue (TTM)$2.80 billionNet income (TTM)$339.49 million1-year price change80.84%* 1-year price change calculated as of July 1, 2026.
Company snapshotOceaneering International provides subsea robotics, manufactured products for energy infrastructure, asset integrity management, and aerospace and defense engineering solutions.The company generates revenue primarily through engineering services, equipment sales, and long-term contracts in offshore energy, defense, and industrial automation sectors.Key customers include offshore oil and gas operators, government agencies, aerospace contractors, and industrial clients seeking advanced robotic and digital solutions.Oceaneering International is a diversified engineering and technology firm with global operations and a strong presence in the offshore energy and defense markets. The company leverages a broad portfolio of subsea robotics, digital solutions, and specialized manufactured products to address complex operational challenges for major industry players. Its scale, technical expertise, and multi-sector reach underpin its competitive positioning in high-value, mission-critical applications.
What this transaction means for investorsThe June 30 sale of Oceaneering International stock by Board of Directors member Deanna Goodwin occurred at a time when shares were soaring. The stock eventually reached a multi-year high of $44.22 on July 14. Goodwin sold for a weighted average price of $40.69.
It seems Goodwin capitalized on the rising share price to lock in some gains. Post-transaction, she retained nearly 36,000 shares, a sign that she remains confident in the company’s long-term outlook.
Oceaneering stock went on a great run thanks to positive business developments. The company announced customer orders totaling $1 billion in the first quarter with some contracts extending out to 2031. Its Q1 revenue was up 3% year over year to $692 million.
Oceaneering expects further sales growth in Q2 with EBITDA in the range of $100 million to $110 million. The company produced adjusted EBITDA of $103 million in the second quarter of 2025, so it looks like it will deliver a solid increase in 2026.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
LOS ANGELES--(BUSINESS WIRE)--The DJS Law Group reminds investors of a class action lawsuit against Planet Fitness, Inc. (“Planet Fitness” or “the Company”) (NYSE: PLNT) violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of PLNT during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: November 6, 2025 to May 6, 2026
DEADLINE: September 14, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Planet Fitness overstated its ability to pick up new members using its existing marketing campaigns. The Company failed to effectively roll out its national Black Card price increase. Based on these facts, Planet Fitness’s public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group’s primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
Following an excellent run in June, when the stock rose by more than 19%, Viking Therapeutics (VKTX +1.95%) stock recently dipped, potentially creating a buying opportunity for an exciting growth stock with huge potential in the weight-loss drug sector. Is the dip enough to make the stock a buy?
According to Visible Alpha, the Wall Street consensus price target for the stock is just below $91, representing a potential 150% return from the current price. The analyst's excitement about the stock stems from its lead drug candidate, VK2735, and its potential in the highly lucrative weight-loss market.
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VK2735 is being developed as a dual formulation therapy, whereby, for example, it can be initially taken by injection (subcutaneously) and later in oral form as a maintenance dose or to continue weight loss. Investors are also hoping the promising efficacy data (VK2735 appears to have a steeper velocity of weight loss than rival drugs) from the phase 2 trials (oral and subcutaneous) will be repeated in phase 3 trials. The subcutaneous phase 3 trial is in progress, while the oral phase 3 trial will begin in the fourth quarter of this year.
Is it a stock to buy? VK2735 is a potential game changer for the company, but risks remain, not least due to some questionable tolerability data from the phase 2 oral trial. Moreover, the phase 3 results from the subcutaneous VK2735 trial won't be available until late 2027 at the earliest, and the oral 2735 phase 3 results aren't due until 2028.
Image source: Getty Images.
That said, there is a phase 1 maintenance dosing trial (participants will take subcutaneous VK2735 for 19 weeks before switching to a range of subcutaneous and oral maintenance doses) in progress, with results from the subcutaneous period due in the current quarter and the oral maintenance results due in the first half of 2027.
Wall Street says "buy," but cautious investors may want to wait to monitor the maintenance trial results before buying in, as the phase 3 results won't come out for a while.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends Viking Therapeutics. The Motley Fool has a disclosure policy.
SummaryCircle Stock remains well positioned in the stablecoin market despite competitive threats from OpenUSD, Qivalis, and Visa's newly announced stablecoin platform.Circle's regulatory compliance, first-mover advantage in Europe, and product stack beyond USDC provide strategic moats against bank-backed stablecoin competition.USDC’s market share has held steady above 20%, and projected stablecoin market growth could drive CRCL’s forward EV/Sales multiples to compellingly low levels by 2030.I maintain a bullish stance on CRCL at the current depressed price, expecting upward reratings as diversified revenue streams emerge for Circle and compliance advantages deepen. Getty Images
It has been an eventful month for stablecoins and for Circle Internet Group (CRCL), caught up in the crosshairs of the developments happening in the stablecoins market. A new stablecoin backed by industry giants was announced earlier
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of CRCL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Sandisk (NASDAQ:SNDK – Get Free Report) and DeFi Technologies (NASDAQ:DEFT – Get Free Report) are both business services companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, earnings and dividends.
Profitability This table compares Sandisk and DeFi Technologies’ net margins, return on equity and return on assets.
Net Margins Return on Equity Return on Assets Sandisk 34.19% 44.06% 33.63% DeFi Technologies 56.94% 42.24% 5.73% Analyst Recommendations This is a summary of recent recommendations for Sandisk and DeFi Technologies, as reported by MarketBeat.
Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Sandisk 0 5 19 2 2.88 DeFi Technologies 0 1 4 0 2.80 Sandisk currently has a consensus price target of $1,803.29, indicating a potential upside of 33.14%. DeFi Technologies has a consensus price target of $2.00, indicating a potential upside of 370.59%. Given DeFi Technologies’ higher probable upside, analysts clearly believe DeFi Technologies is more favorable than Sandisk.
Valuation and Earnings This table compares Sandisk and DeFi Technologies”s top-line revenue, earnings per share (EPS) and valuation.
Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Sandisk $7.36 billion 27.27 -$1.64 billion $28.77 47.08 DeFi Technologies $99.14 million 1.66 $62.41 million $0.10 4.25 DeFi Technologies has lower revenue, but higher earnings than Sandisk. DeFi Technologies is trading at a lower price-to-earnings ratio than Sandisk, indicating that it is currently the more affordable of the two stocks.
Risk and Volatility Sandisk has a beta of 4.74, indicating that its share price is 374% more volatile than the S&P 500. Comparatively, DeFi Technologies has a beta of 3.81, indicating that its share price is 281% more volatile than the S&P 500.
Summary Sandisk beats DeFi Technologies on 10 of the 13 factors compared between the two stocks.
About Sandisk (Get Free Report)
SanDisk Corporation offers flash storage solutions. The Company designs, develops and manufactures data storage solutions in a range of form factors using flash memory, controller, firmware and software technologies. The Company operates through flash memory storage products segment. Its solutions include a range of solid state drives (SSD), embedded products, removable cards, universal serial bus (USB), drives, wireless media drives, digital media players, and wafers and components. It offers SSDs for client computing applications, which encompass desktop computers, notebook computers, tablets and other computing devices. Its embedded products are used for embedded storage for mobile phones, tablets, notebooks and other portable and wearable devices, as well as in automotive and connected home applications. Its removable products include cards, USB flash drives, Wireless Drives and Digital Media Players at a range of storage capacities. It sells memory wafers and memory components.
About DeFi Technologies (Get Free Report)
DeFi Technologies, Inc. engages in the provision of investment services. It plans to acquire equity, debt, or other securities of publicly traded or private companies or other entities. The firm offers DeFi ETNs, DeFi Governance, DeFi Venture and DeFi Treasury. The company was founded by Olivier Francois Roussy Newton and Wouter Witvoet on April 14, 1986 and is headquartered in Toronto, Canada.
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Ascent Industries Co.'s pure-play reset centers on a customer-embedded CaaS model. I suspect their Midwest acquisition may be a sign of future deals in the long term. ACNT's existing unused capacity could support Midwest-related growth without major spending on new plants. Midwest also gave ACNT formulation depth while creating sourcing, insourcing, and cross-selling opportunities across its already existing platform.
