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SummaryRedwire Corporation is transitioning from uncertain growth to visible, higher-quality execution, supported by a record $498M backlog and a strong book-to-bill of 1.92.Gross margins have expanded to 26.6% (from 14.7% YoY), driven by a mix shift toward higher-margin programs and early production scaling.The defense tech segment's momentum is accelerating, with scaled deployment of Stalker UAS and a $21.5M follow-on order signaling multi-year upgrade cycles.The Andromeda award positions RDW for larger, program-level contracts, but valuation remains premium, and execution risk persists until durable profitability emerges. EvgeniyShkolenko/iStock via Getty Images

Thesis My bull case for Redwire Corporation (RDW) is that things are increasingly centered on the shift from uncertain growth to visible, higher-quality execution. This is what we want to see, and it seems demand is no

1.67K Followers

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

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

What goes up can come down. We're seeing that axiom play out with Space Exploration Technologies (SPCX 5.43%), better known as SpaceX. Shares of the space technology company skyrocketed immediately after its record-setting IPO. In recent weeks, though, SpaceX stock has plunged more than 30% below its peak.

However, SpaceX still boasts a market cap of over $1.7 trillion. I think there's a chance that it could grow much larger over the next decade. In fact, I predict that SpaceX stock could be worth a whopping $5 trillion or more -- if one thing happens.

Image source: Getty Images.

Putting the cloud into orbit SpaceX's crown jewel right now is its Starlink satellite internet services unit. You could make a pretty good argument that SpaceX could reach a market cap of $5 trillion if Starlink fulfills its potential and disrupts the businesses of telecom giants such as AT&T (T 0.77%) and Verizon (VZ 0.66%). However, I'm not convinced that's going to happen.

Interestingly, though, Starlink accounts for only around $1.6 trillion of SpaceX's estimated $28.5 trillion total addressable market. Most of that staggering amount, roughly $26.5 trillion, is related to artificial intelligence (AI).

SpaceXAI, formerly xAI, has already notched some big wins providing computing capacity for AI applications. For example, Anthropic is paying $1.25 billion per month for using SpaceXAI's data center near Memphis, Tennessee. Alphabet's (GOOG 2.06%) (GOOGL 2.05%) Google Cloud is paying $920 million per month for compute capacity.

But I think that the biggest opportunity for SpaceX is processing AI workloads in space. And that's exactly what the company hopes to do with its Starmind initiative. SpaceX wants to build a constellation of up to 1 million satellites to run AI applications and beam the results back to Earth.

The advantages of space-based AI processing are impressive. Free power from always available sunlight. Significantly lower cooling requirements than in terrestrial data centers, since heat radiates into space. No protests against data centers near residential areas.

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A $5 trillion+ valuation is possible. Could SpaceX really achieve a valuation of $5 trillion if Starmind works? I think it's possible.

Granted, the largest AI cloud provider, Amazon Web Services (AWS) (AMZN 0.91%), currently has an annualized revenue run rate of around $150 billion. SpaceX would have to make a lot more than that to deserve a market cap of $5 trillion.

However, Starmind's lower costs could create demand that doesn't exist today. And no company is better positioned to make space-based AI processing a reality than SpaceX.

The technological hurdles are still daunting, though. I suspect they'll be resolved, but it could take years. Investors betting on SpaceX hitting the $5 trillion market might have to wait a while.

Keith Speights has positions in Alphabet, Amazon, and Verizon Communications. The Motley Fool has positions in and recommends Alphabet and Amazon. The Motley Fool recommends Verizon Communications. The Motley Fool has a disclosure policy.

It was the most important day for Space Exploration Technologies Corp. (SPCX 5.41%) – commonly known as SpaceX – since its IPO: the 13th test launch of the Starship megarocket that forms the cornerstone of Elon Musk’s plans for continued space launch dominance.

But it ended with a whimper and not a bang.

As the countdown timer hit zero, after the engines had already ignited, the launch was scrubbed. That left the massive rocket – and SpaceX CEO Elon Musk’s grand ambitions – in limbo yet again.

Here’s why this delay could cause big headaches for Musk and for SpaceX investors.

Image source: Getty Images.

What happenedThe Starship megarocket is a huge vessel, standing 407 feet tall, with its Super Heavy booster powered by 33 Raptor rockets, each capable of providing 50,000 pounds of force at liftoff.

Starship’s massive size gives it a vast cargo capacity of over 100 metric tonnes (220,000 pounds). By transporting larger payloads with a single launch, Starship promises to dramatically lower the cost per ton of flying things into space.

Flight 13 was scheduled to be the second test launch of Starship’s Version 3 (V3). Version 1 had six test flights in 2023-24, and Version 2 had five in 2025. The first V3 test, Flight 12, successfully launched on May 22 after a scrubbed attempt on May 21. During Flight 12, one of the launch rockets failed to ignite, and 13 of the 33 booster engines failed to relight mid-flight, resulting in loss of the booster.

As Flight 13’s countdown timer hit zero on Thursday evening, at least four of Starship’s Raptor engines failed to ignite. The company is replacing two of them and has said it will try again on Monday evening. The ship has remained on the launch pad with its propellant removed.

If at first you don’t succeed...With his other company, Tesla (TSLA 2.47%), Musk frequently made promises and set deadlines for product launches, only to miss them repeatedly, sometimes by years. Tesla investors gave him the benefit of the doubt, and the company eventually grew to dominate the electric vehicle market.

The SpaceX investors who eagerly snapped up shares on the company’s IPO date in June would likely be willing to extend Musk the same leeway... but this time, there’s a literal race against the clock, and a deep-pocketed competitor nipping at SpaceX’s heels.

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That competitor is Blue Origin, the private company founded by Amazon (AMZN 0.91%) founder Jeff Bezos. While it was initially focused on space tourism, Blue Origin has begun flying missions for NASA. It’s put its space tourism flights on hold to focus its resources on its lunar lander vehicle, which is expected to debut later this year.

A true space raceThe Trump Administration has been eager to send astronauts back to the moon and has set a 2028 goal for a manned lunar mission, dubbed Artemis IV. That would leapfrog China, which plans to land its taikonauts on the moon by 2030.

In April, NASA’s Artemis II mission performed a successful lunar flyby, but the agency doesn’t yet have a viable vehicle to land a crew on the lunar surface. SpaceX’s Starship was originally tapped for that role, but last year, NASA announced it would use Blue Origin’s lander if it were ready first.

That means that SpaceX has just two years to demonstrate to NASA’s satisfaction that it can make it to the moon, land there, take off again, and get back to Earth, all while supporting a four-person crew. But as of right now, Starship hasn’t even managed to make it into a stable orbit around Earth.

Image source: Getty Images.

What it means for investorsSpaceX’s stock is down 38% from its all-time high, and is down more than 8% since the day before the scrubbed launch. A successful retry of Flight 13 will likely stop the bleeding, at least temporarily.

But even if Flight 13 is an unmitigated success, there will need to be a Flight 14, and a Flight 15, and more tests of ever-increasing complexity. The odds that something goes wrong on at least one are high. The amount of cash required for further development is also high.

As SpaceX continues to iterate using its rapid prototyping and “test as you fly” philosophy, investors should brace for explosive volatility both in their portfolios and on the launch pad.

For the past few years, the assessment of coffee stocks on Wall Street has been simple: The upstart was winning. Dutch Bros (BROS +4.42%) ran circles around the incumbent, while Starbucks (SBUX 2.66%) stumbled through slumping sales and a leadership shake-up.

In 2026, the script flipped hard. Starbucks shares climbed sharply this year, while Dutch Bros slid somewhat. The question now is whether the elephant can keep stepping on the challenger through the back half of the year.

Image source: Getty Images.

Why Starbucks is suddenly winning The turnaround is real, and it has a name: "Back to Starbucks," the plan led by CEO Brian Niccol. After a long stretch of falling traffic, Starbucks coaxed customers back into its cafes, posting positive comparable sales after several quarters of declines and, crucially, seeing morning visits recover across the U.S.

The company credits simple, unglamorous fixes. These include better staffing, faster service, and a renewed focus on the in-store experience. They have helped bring some of the regulars back. When a business this size gets its foot traffic moving in the right direction again, the momentum tends to feed on itself. And management has grown confident enough to raise its outlook for the year.

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Dutch Bros hasn't actually stumbled Here's the twist worth appreciating: Dutch Bros' business is still humming. Revenue jumped more than 30% in its most recent quarter, and the company is opening well over 180 new shops this year as it marches toward more than 2,000 locations by the end of the decade.

Its stock fell not because sales cratered, but because the shares had run up so far that any cooling in enthusiasm, plus a jittery market for high-growth names, was enough to knock them down. In other words, this is a valuation reset for Dutch Bros.

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Which is the better buy for the second half? For the next six months, I lean toward Starbucks being a better buy. Its turnaround has visible momentum and clear near-term catalysts; its huge scale and dividend offer some ballast; and its international runway, especially in China, gives it room to grow. That combination makes it the steadier bet for the second half.

But steadier isn't the same as having higher upside. Dutch Bros, after its pullback, is the more interesting long-term growth story, with a store count that could multiply over the coming years. The risks cut both ways: Starbucks may have already priced in much of the good news after this year's run, while Dutch Bros still trades at a premium and must execute a rapid, unproven national expansion.

Dutch Bros stands out to me also because it barely resembles a traditional coffee chain. Most of its shops are small drive-thru and walk-up stands with little or no indoor seating, which keeps real estate costs low and lines moving fast.

Its culture is strong, too. Its employees, called "broistas," are trained to treat service at the window as a conversation, not a transaction. That upbeat, personal hospitality has built a genuinely devoted following -- especially among younger customers who favor Dutch Bros' customizable energy drinks and sweet, colorful concoctions over plain drip coffee.

The takeaway for investors Can Starbucks keep obliterating Dutch Bros in the second half? Probably, on momentum alone, but I'd expect the gap to narrow over the next two to five years as Dutch Bros' growth reasserts itself.

My honest read is that Starbucks is the better buy for investors who want a proven turnaround with less drama, while Dutch Bros suits those willing to trade near-term volatility for a longer growth runway. I think Dutch Bros is riskier but has a much higher upside for a multiyear investor.

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SummaryIBM experienced a sharp sell-off after disappointing Q2 results, but its long-term earnings trajectory remains attractive for patient investors.Execution issues and capital allocation to AI, not AI-driven disruption, explain IBM's recent revenue and EPS misses; Red Hat and hybrid-cloud assets remain robust.IBM trades at 16.5x 2027 EPS, below its historical average, with potential for a re-rating to $265–$280 if margin resilience and software growth persist.Key risks include prolonged software weakness, Red Hat dependency, acquisition integration, and competition, but double-digit upside exists for those who can weather volatility. J Studios/DigitalVision via Getty Images

Elevator Thesis International Business Machines Corporation’s (IBM) preliminary Q2 results were disappointing, and the market was clearly harsh in its response.

At the time of writing, shares of the legacy software giant are deep in

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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.

Solis Minerals Ltd (TSX-V:SLMN, ASX:SLM, OTCQB:SLMFF, FRA:08WA) earlier this week commenced diamond drilling at its wholly owned Mandacaru Lithium Project in Brazil, marking the start of a 10-hole, 2,000-metre campaign targeting a substantial lithium-caesium-tantalum pegmatite system.

CEO Mitch Thomas said the company had progressed rapidly since announcing the acquisition of its Brazilian project package in late April. He noted that Solis Minerals had gone “from acquisition to starting drilling” in a little over two months and was “moving at pace and very excited to see what this program delivers”.

The campaign is testing an approximately 800-metre pegmatite corridor mapped at surface. The holes are designed to assess the continuity and geometry of the pegmatites and their potential to contain spodumene mineralisation at depth.

Drilling is expected to reach depths of about 150 to 200 metres, with fresh rock anticipated from around 30 to 50 metres below surface. Thomas said the extensive surface exposure had allowed the company to position drill pads efficiently and establish two principal drilling fences across the most prospective areas.

Mandacaru lies in the Araçuaí Lithium Valley in Minas Gerais, a region that hosts established lithium operations and advanced development projects. Thomas described Mandacaru as Solis Minerals’ highest-priority lithium target.

A key near-term catalyst will be the release of drilling observations and assay results as the program progresses over an estimated two to three months. A further Brazilian catalyst could come from Campo Grande, located approximately 18 kilometres away, where the company has identified a pegmatite swarm and is considering a follow-up drilling campaign.

Solis Minerals is also preparing to restart copper exploration in Peru. The company owns the Cinto Copper Project and can earn up to 100% of the Cucho Copper Project, with all required government drilling approvals now received.

The board has approved an initial program of up to 2,500 metres at Cinto, where surface mineralisation, oxidised copper and geophysical anomalies have been identified. The commencement of that campaign represents another potential catalyst and would give Solis Minerals simultaneous exposure to lithium drilling in Brazil and copper drilling in Peru.

Thomas said the company was well funded, with more than $6 million available, and expected “lots of news flow” during an active second half of the year.

Interview highlights Solis Minerals has commenced diamond drilling at its 100%-owned Mandacaru Lithium Project in Brazil. The company advanced from announcing the acquisition to beginning drilling in a little over two months. The initial program comprises approximately 10 holes for a total of 2,000 metres. Drilling will test an approximately 800-metre lithium-caesium-tantalum pegmatite corridor and assess the potential for spodumene mineralisation at depth. Holes are planned to reach approximately 150 to 200 metres, with fresh rock expected from about 30 to 50 metres below surface. The drilling campaign is expected to take around two to three months. Mandacaru is Solis Minerals’ highest-priority lithium target within its Brazilian portfolio. Campo Grande, about 18 kilometres from Mandacaru, is emerging as a second potential drilling target after the identification of a pegmatite swarm. In Peru, Solis Minerals holds the Cinto Copper Project outright and can earn up to 100% of the Cucho Copper Project. All required government approvals to drill the two Peruvian projects have been received. The board has approved an initial diamond drilling program of up to 2,500 metres at Cinto.

Proactive: Solis Minerals has commenced diamond drilling at the Mandacaru Lithium Project in Brazil. Joining us to discuss the campaign and what comes next is CEO Mitch Thomas. Mitch, good to see you. Can you talk us through the drilling campaign and what it is targeting?

Mitch Thomas: We are very proud to have announced that drilling has commenced at the 100%-owned Mandacaru Lithium Project in Brazil.

As a reminder for shareholders and stakeholders, we announced the acquisition of this large project package from Rio Tinto in late April. We then completed work on the ground and finalised the necessary documentation.

In a little over two months, we have gone from acquisition to the start of drilling. We are moving at pace and are very excited to see what this program delivers.

Proactive: You have advanced the project quickly. What makes Mandacaru so attractive?

Mitch Thomas: I will start with the location. Mandacaru is in the Araçuaí Lithium Valley in Brazil, which is a hotspot for hard-rock lithium mining and exploration in South America.

Brazil is also where members of the team had success with Latin Resources and its Colina project.

Through our recent acquisition, which covers more than 90,000 hectares, we have a selection of projects and targets. I recently spent about a month in Brazil and visited most of them. Mandacaru is our most advanced and attractive lithium target.

The rocks at surface have a similar profile and geological signature to the Colina project. We are seeing large, crystallised quartz and other indicators associated with a strong lithium-caesium-tantalum system.

Mandacaru is the number-one target across our portfolio, so it is exciting to have drilling underway.

Proactive: What does the drilling program involve?

Mitch Thomas: The board has approved an approximately 10-hole drilling program for about 2,000 metres. We are targeting depths of roughly 150 to 200 metres to test the fresh rock.

At Mandacaru, we have an approximately 800-metre-long lithium pegmatite corridor at surface. The team has been mapping it during the past two months.

The objective is to define the potential for spodumene crystallisation at depth. We expect to reach fresh rock from approximately 30 to 50 metres below surface.

The extensive pegmatites exposed at surface make it easier and more efficient to position the drill holes and design the program.

We have established drill pads at selected locations around the most prospective rocks and lithium-caesium-tantalum indicators. We have also designed two main drilling fences to provide good coverage across what we consider the most attractive pegmatites.

The rig is expected to drill about 50 to 80 metres per day, allowing for movement between pads. We expect the 2,000-metre program to take about two to three months.

Proactive: Mandacaru is not the only project you are advancing. What other milestones should investors watch?

Mitch Thomas: The aim is to give shareholders as many opportunities for exploration success as possible.

In Brazil, Mandacaru is the number-one target, but Campo Grande is a close second. Our confidence in that target has increased significantly during the past month.

Campo Grande is about 18 kilometres from Mandacaru. Our team has identified a pegmatite swarm that was not discovered during Rio Tinto’s earlier soil program. The rocks are very interesting and show a geological signature similar to what we saw at Colina.

We are developing Campo Grande as a strong second drilling candidate. It could be drilled after Mandacaru or, in a success case, in parallel.

Brazil therefore provides several attractive opportunities in lithium.

Peru has also been a mainstay of our portfolio for the past few years, and copper is an important metal for the company to have exposure to.

We hold the Cinto Copper Project outright and can earn up to 100% of the Cucho Copper Project. Both are now fully permitted for drilling, with the necessary government approvals received.

The board has approved an initial diamond drilling program of up to 2,500 metres at Cinto. This is our first Peruvian target, and drilling is expected to commence during the quarter.

Cinto has copper mineralisation at surface, including high-grade samples, broad mineralised areas, extensive oxidised copper and geophysical anomalies identified through induced-polarisation work.

It is also located close to three large operating copper mines.

Our intention is to drill in Peru in parallel with the lithium program in Brazil, increasing the number of opportunities for exploration success. It will be a busy third quarter and second half of the year, with updates also expected from our other projects.

Proactive: What are the main investment takeaways for Solis Minerals?

Mitch Thomas: The first is the company’s exposure to lithium and copper in regions that have demonstrated the ability to supply those metals to market.

The company is also well funded. We raised approximately $6 million and currently have more than $6 million available. We monitor every dollar carefully so that as much funding as possible goes into the ground.

We are entering a very active exploration period with strong targets. Lithium drilling is underway at Mandacaru, and drilling in Peru is expected to begin shortly.

There should be considerable news flow, and the company will continue working at pace. We believe this will be an exciting period for shareholders, and I look forward to providing further updates over the coming months.

Proactive: We will speak again as the programs unfold. Good luck with everything currently underway, and thank you for your time.

Mitch Thomas: Thanks very much.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In First Solar To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in First Solar between February 26, 2025 and February 24, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.

The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that "[international] facilities remain a pain point while tariffs exist" and "underutilization at [international] facilities remains a concern." The Jefferies analyst also predicted that First Solar's deployment opportunities were likely to be more limited in 2026.

On this news, First Solar's stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.

Then, on February 24, 2026, First Solar issued a press release "announc[ing] financial results for the fourth quarter and year ended December 31, 2025." Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar's announcement, Baird Research downgraded its stock to Neutral from Outperform, citing "several question marks in forward outlook".

On this news, First Solar's stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding First Solar's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the First Solar, Inc. class action, go to www.faruqilaw.com/FSLR or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Frequently Asked Questions (FAQ) for Investors Regarding the First Solar, Inc. Securities Class Action Lawsuit:

What is the First Solar securities fraud lawsuit about?

The lawsuit alleges that First Solar, Inc. and certain executives violated federal securities laws by making false or misleading statements and failing to disclose material information regarding the impact of U.S. tariff policies, production facility utilization, and risks to the Company's projected 2026 financial performance.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired First Solar (NASDAQ: FSLR) securities during the applicable Class Period and suffered losses may be eligible to participate in the securities class action. Eligibility will depend on the specific circumstances of each investor's transactions and losses.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation. Any eligible investor may seek appointment as lead plaintiff by filing the appropriate motion with the court on or before the August 24, 2026 deadline.

What should investors do if they purchased First Solar stock during the Class Period?

Investors who purchased First Solar securities during the Class Period and experienced losses should review their legal rights and options. They may contact counsel to discuss the lawsuit, determine whether they qualify to participate, and learn more about seeking appointment as lead plaintiff before the applicable deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased First Solar securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305555

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The explosive growth of artificial intelligence (AI) has ignited a powerful supercycle in the memory semiconductor landscape. As large language models (LLMs) and generative AI systems scale to trillions of tokens, the bottleneck is shifting from raw compute to the speed and capacity of data movement.

Nvidia (NVDA 1.97%) is a dominant force in this ecosystem, not merely as the leading designer of graphics processing units (GPUs) but as the primary driver of demand for specialized high-bandwidth memory (HBM). The company's GPUs support the majority of hyperscale training clusters and inference workloads, forcing memory producers to align their roadmaps with Nvidia's performance targets.

Image source: Nvidia.

Three companies possess the technology and manufacturing expertise to produce HBM4 at scale: SK Hynix (SKHY +1.13%), Samsung, and Micron Technology (MU +0.04%). Each company is aggressively expanding capacity and refining its manufacturing processes to meet Nvidia's specifications.

Nvidia CEO Jensen Huang is taking the memory supercycle incredibly seriously. Over the last couple of years, Huang has quietly dropped some breadcrumbs that can be traced to Nvidia's favorable memory suppliers. Let's take a look at what Huang has to say about the memory bottleneck, and explore which AI memory stock you may want to put on your radar right now.

Why is memory becoming so important for AI? Memory is emerging as one of the most important components in the chip stack because AI applications are fundamentally memory-bound. Training and running models require transferring enormous volumes of data between hundreds of thousands of GPUs at extremely low latency.

Conventional DRAM struggles to keep pace with these bandwidth demands, leading to underutilized compute resources and longer training times. HBM solves this by stacking DRAM dies and stitching them together through vertical interconnects. This delivers bandwidth that is meaningfully higher than that of traditional memory solutions while consuming less power.

HBM4 represents the next step forward in the memory evolution. Nvidia requires HBM4 to power its next-generation platforms because these chips enable larger model sizes, faster token generation, and more efficient scaling of GPU clusters. In particular, Nvidia's Vera Rubin architecture is expected to rely heavily on HBM4 to deliver the performance leap customers anticipate.

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SK Hynix is expected to be the leader of HBM4 During CES back in January, Huang said that Nvidia will be the "only customer" of HBM4 for quite some time. While that's great news for memory suppliers, it's especially beneficial for one company in particular.

In early June, Nvidia and SK Hynix announced a multiyear partnership focused on co-developing advanced memory solutions for AI factories. This isn't entirely surprising, as Huang has been relentlessly pursuing SK Hynix's memory wafers for years.

According to reports dating back to 2024, Huang had asked SK Hynix to expedite its HBM4 manufacturing by six months. While SK Hynix plans to double its wafer capacity by 2030, Huang warns this may not be enough supply given the explosion of AI workloads. Huang explains:

AI factories are the engines of the next industrial revolution, and advanced memory is essential to their performance. SK Hynix has been an extraordinary partner to Nvidia, playing a central role in delivering advanced memory technologies for Nvidia AI computing platforms. Together, we will codevelop the next generation of memory for AI factories and support the accelerating global expansion of AI infrastructure -- from frontier model training to agentic and physical AI.

Against this backdrop, industry analysts estimate that SK Hynix could lock in between 50% and 70% of Nvidia's anticipated HBM4 orders. This outsize allocation would provide SK Hynix with durable revenue tailwinds as the company stands to capture a disproportionate share of HBM revenue while its competitors ramp up their own capacities. With this in mind, SK Hynix's strengthening relationship with Nvidia could be seen as a subtle competitive advantage.

For investors seeking exposure to the memory pocket of the AI infrastructure theme, SK Hynix appears to be one of the clearest beneficiaries of sustained demand over the coming years. This makes the stock worth a look as growth investors continue to take profits and rotate out of the obvious winners seen so far during the AI revolution.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options

If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Zillow class action, go to www.faruqilaw.com/Z or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Frequently Asked Questions (FAQ) for Investors Regarding the Zillow Securities Class Action Lawsuit:

What is the Zillow securities fraud lawsuit about?

The lawsuit alleges Zillow misrepresented its agreement with Redfin as a partnership, understated antitrust and regulatory risks, and downplayed potential legal exposure, making statements about its business and prospects allegedly misleading.

Who may be eligible to participate in the lawsuit?

Investors who purchased or acquired Zillow Class A or Class C common stock (NASDAQ: Z) (NASDAQ: ZG) between February 11, 2025 and May 7, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 10, 2026. Investors can share in any recovery without serving as lead plaintiff.

What should investors do if they purchased Zillow stock during the Class Period?

Investors should review their transaction records, preserve relevant documents, and evaluate their legal options. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zillow securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305571

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Intuit To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Intuit between August 22, 2025 and May 20, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. ("Intuit" or the "Company") (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing 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 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.

On May 20, 2026, Intuit released its fiscal Q3 2026 financial results, which included its 2026 tax season revenue. Intuit stated that it "did not have the overall tax season we expected" and that it "faced pressure among the most price-sensitive DIY filers." Intuit said that "[w]e [lost] on price," and revealed that the Company needed to evolve its business model by delivering the right lineup and price points to meet simple filers' needs at the low end. Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."

On this news, Intuit's stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Intuit's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Intuit class action, go to www.faruqilaw.com/INTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the Intuit Securities Class Action Lawsuit:

What is the Intuit securities fraud lawsuit about?

The lawsuit alleges Intuit misled investors by overstating TurboTax growth, competitive strength, and FY2026 guidance while failing to disclose increasing pricing and competitive pressures.

Who may be eligible to participate in the lawsuit?

Investors who purchased Intuit (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026 may be eligible if they suffered losses.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff represents the proposed class. Eligible investors must file a motion with the court by September 8, 2026. Participation does not require serving as lead plaintiff.

What should investors do if they purchased Intuit stock during the Class Period?

Investors should review their transactions and consider consulting counsel regarding their legal rights, participation in the lawsuit, or seeking lead plaintiff status.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi has represented investors since 1995 and recovered hundreds of millions of dollars. The firm offers free evaluations of potential securities fraud claims.

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Intuit securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305560

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Insulet To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Insulet between February 21, 2025 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and reminds investors of the August 31, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.

The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."

On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.

Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."

On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Insulet's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Insulet class action, go to www.faruqilaw.com/PODD or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the Insulet Securities Class Action Lawsuit:

What is the Insulet securities fraud lawsuit about?

Faruqi & Faruqi, LLP has filed a securities class action lawsuit against Insulet Corporation (NASDAQ: PODD) on behalf of investors who purchased Insulet securities during the Class Period. The lawsuit alleges that Insulet's manufacturing controls and procedures were defective, and that this deficiency allegedly created a foreseeable, heightened risk that one or more Insulet products would be found to violate applicable safety regulations or pose a risk of injury to patients. The complaint further alleges that, as a result, Insulet's public statements during the Class Period were materially false and misleading. The alleged truth began to emerge through two separate voluntary Medical Device Corrections disclosed by Insulet in March and May 2026, each involving manufacturing issues with specific lots of Omnipod® products, which were followed by significant declines in Insulet's stock price.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired Insulet Corporation (NASDAQ: PODD) securities on the NASDAQ exchange between February 21, 2025 and May 26, 2026, inclusive, may be eligible to participate in this lawsuit. Eligibility to participate is not limited to those who seek appointment as lead plaintiff; any investor who purchased during the Class Period may be entitled to share in any recovery that may be obtained. Investors are encouraged to review their trading records to determine whether their purchases fall within the defined Class Period. Additional eligibility considerations may apply, and investors are advised to consult with counsel to evaluate their specific circumstances.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative party who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy, selection of counsel, and settlement negotiations. Under the Private Securities Litigation Reform Act, any member of the proposed class may move the court for appointment as lead plaintiff, and the court will generally appoint the movant with the largest financial interest in the relief sought who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff in this action is August 31, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class or share in any recovery that may result from the litigation.

What should investors do if they purchased Insulet stock during the Class Period?

Investors who purchased Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026 are encouraged to review their brokerage and trading records to confirm whether their purchases fall within the Class Period. Investors should take steps to preserve all relevant documentation, including trade confirmations, account statements, and any communications related to their Insulet holdings. Given that the lead plaintiff motion deadline is August 31, 2026, investors who wish to be considered for appointment as lead plaintiff should act promptly to avoid missing that deadline. Investors interested in learning more about the lawsuit or their potential legal rights and options may contact Faruqi & Faruqi, LLP to discuss their circumstances prior to the deadline, though retaining counsel or seeking lead plaintiff status is not required to participate in any potential class recovery.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Insulet securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305558

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. ("AeroVironment" or the "Company") (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing 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 SCAR program and the U.S. Space Force's ongoing efforts to modernize the 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.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:

What is the AeroVironment securities fraud lawsuit about?

The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures — including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 — AVAV's stock price dropped sharply, causing significant losses for investors.

Who may be eligible to participate in the lawsuit?

Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff in the AeroVironment class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.

What should investors do if they purchased AeroVironment stock during the Class Period?

Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305550

Source: Faruqi & Faruqi LLP

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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Calix To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Calix between January 28, 2026 and April 21, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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New York, New York--(Newsfile Corp. - July 18, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Calix, Inc. ("Calix" or the "Company") (NYSE: CALX) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) that the Company's advanced supply of memory components was dwindling; (3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

On April 21, 2026, Calix reported results for the first quarter of 2026 earnings, including that "Non-GAAP gross margin was 57.2%, down 80 basis points sequentially." Further, the Company reported "gross margin guidance for the second quarter of 2026 is between 54.25% and 57.25%" and "[f]or the year, we expect our non-GAAP gross margin to decline between 50 and 150 basis points."

In the accompanying earnings call, the Company's CFO stated "advanced purchasing had allowed us to avoid higher memory component costs during the first quarter. However, that advanced supply has run its course, and we now face market prices."

On this news, Calix's stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026, on unusually heavy trading volume.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding Calix's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Calix class action, go to www.faruqilaw.com/CALX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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

Frequently Asked Questions (FAQ) for Investors Regarding the Calix Securities Class Action Lawsuit:

What is the Calix securities fraud lawsuit about?

The Calix securities fraud lawsuit is a federal securities class action alleging that Calix, Inc. (NYSE: CALX) and its executives made false and misleading statements to investors by concealing that the Company's strong first quarter margins were artificially inflated by advanced purchasing of memory components, that its advanced supply of those components was dwindling, and that it would soon be forced to purchase memory components at rising market prices — creating significant negative margin pressure. As the truth emerged on April 21, 2026, when Calix reported Q1 2026 results and its CFO disclosed that "advanced supply has run its course" and the Company would "now face market prices," CALX's stock price fell $6.93 per share, or 13.98%, causing significant losses for investors.

Who may be eligible to participate in the Calix class action lawsuit?

Investors who purchased or acquired Calix (CALX) stock between January 28, 2026 and April 21, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Calix securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Calix employees, and others with relevant information about the Company's conduct are also encouraged to come forward.

What is a lead plaintiff, and how can I seek appointment in the Calix lawsuit?

A lead plaintiff in the Calix class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Calix investor who purchased CALX stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.

What should investors do if they purchased Calix stock during the Class Period?

Investors who purchased Calix (CALX) stock between January 28, 2026 and April 21, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Calix securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/CALX for more information.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305553

Source: Faruqi & Faruqi LLP

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Elon Musk's space transportation, satellite internet connectivity, and artificial intelligence (AI) infrastructure company, Space Exploration Technologies (SPCX 5.43%), went public on June 12 with an opening price of $150 that day. In the days that followed, stock quickly rallied to an all-time high of $225.64, resulting in a market capitalization of almost $3 trillion.

However, as of the market close on Thursday, July 16, SpaceX stock was down 45% to just $125 as of mid-afternoon Friday. Although Wall Street is forecasting significant revenue growth for the company, its stock continues to trade at a sky-high valuation, which could lead to further volatility from here.

Should retail investors take this opportunity to buy the dip, or would they be better advised to steer clear?

Image source: The Motley Fool.

SpaceX is chasing $28.5 trillion worth of opportunities Elon Musk founded SpaceX in 2002 with a clear mission to make the human race interplanetary, but in the years since, it has expanded its focus. The company went on to develop the world's first reusable rocket, which dramatically lowered the cost of launching humans and commercial payloads into orbit, and also reduced the downtime between launches.

The Falcon 9 rocket is responsible for most of SpaceX's successful launches to date, but its Falcon Heavy and Starship rockets have much higher payload capacities. This means they can carry more satellites (and eventually humans) into space per trip, further reducing costs. Starship is expected to enter regular service in a couple of years with a payload capacity of 100 tons, whereas Falcon 9 can carry a maximum of 23 tons.

However, launching astronauts and commercial payloads into space is actually SpaceX's least valuable business, with an addressable market of around $370 billion. The company's satellite internet connectivity segment is capturing a slice of a much larger opportunity worth $1.6 trillion. So far, SpaceX has sent over 9,600 of its Starlink satellites into orbit, where they provide wireless broadband internet access to 10.3 million paying customers here on Earth.

The company will start launching its new V3 satellites later this year, which will offer 10 times the bandwidth of its current V2 satellites. This is where Starship will become especially valuable, because it can deploy 60 satellites at a time, whereas Falcon 9 has a maximum capacity of just 27.

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But over the long term, SpaceX actually thinks AI infrastructure will be its most valuable opportunity. The company only entered this business in February when it acquired one of Elon Musk's other companies, xAI, which came with data centers like Colossus and Colossus II. Since then, it has signed agreements to rent billions of dollars' worth of its spare computing capacity to AI developers such as Anthropic, Alphabet, and Reflection AI.

In the future, SpaceX wants to launch clusters of satellites containing AI computing servers into space, where they can run on solar energy and won't need complicated cooling systems. This infrastructure would use Starlink for its data transmission needs, so the company already has a massive advantage over any other competitors aiming to operate orbital data centers. Overall, SpaceX values its total addressable market opportunity in AI at $26.5 trillion.

Investors are still paying a huge premium for SpaceX stock SpaceX generated $18.7 billion in total revenue during 2025, which was up 33% from 2024. The internet connectivity business brought in $11.4 billion, while the space segment generated $4.1 billion, and AI infrastructure delivered $3.2 billion. But that order looks set to change in 2026 and beyond, because of the value of its recent cloud computing deals.

SpaceX has agreed to lease up to $1.25 billion worth of data center capacity per month to Anthropic, plus another $920 million worth of capacity per month to Alphabet, and $150 million per month to Reflection AI. These deals could amount to tens of billions of dollars in annual revenue over the next few years.

As a result, Wall Street analysts think SpaceX could more than double its total revenue to $39.2 billion in 2026, and then grow it to $72.7 billion in 2027.

That growth potential explains why some investors are willing to pay a hefty premium for SpaceX stock, which currently trades at a price-to-sales (P/S) ratio of 88. That is 14 times the 6.3 P/S ratio of the tech-heavy Nasdaq-100 index, suggesting SpaceX is heavily overvalued compared to its big-tech peers.

Even if we value SpaceX based on its potential 2027 revenue, its forward P/S ratio is still 23.4, which is nearly 4 times higher than where the Nasdaq-100 trades today. And the company is not yet profitable.

Therefore, even after its 45% decline from its peak and its 17% drop from its first-day opening price, SpaceX stock is far from cheap. In fact, I think its lofty valuation leaves it exposed to even more downside potential, so I personally won't be buying this dip.

Tesla (TSLA 2.47%) investors already know the headline numbers for the second quarter. The electric vehicle and energy company said earlier this month that it delivered 480,126 vehicles during the period, up about 25% year over year and more than it has delivered in any second quarter in its history. It also deployed 13.5 gigawatt-hours (GWh) of energy storage products, up about 41% from the year-ago period.

What investors don't know yet is what those record deliveries did to Tesla's profitability. That answer arrives on Wednesday, July 22, when the company posts its second-quarter results after market close, followed by a live management webcast at 5:30 p.m. ET.

With the stock closing Wednesday at $394.46, down about 12% year to date, Tesla commands a market capitalization of about $1.5 trillion and trades at about 360 times earnings. Investors paying that kind of premium aren't buying delivery counts. They need evidence that Tesla can turn all this volume into profit.

That's why I think one line in next week's report matters more than any other: automotive gross margin excluding regulatory credit sales.

Tesla Cybercab. Image source: Tesla.

A four-quarter streak Tesla's core profitability has quietly improved for a full year now. The company's automotive gross margin excluding regulatory credits was 12.5% in the first quarter of 2025. It climbed to 15% in the second quarter, 15.4% in the third, 17.9% in the fourth, and 19.2% in the first quarter of 2026.

That's four consecutive quarters of expansion.

This metric is worth attention because it strips out regulatory credits, the emissions credits Tesla sells to other automakers. That revenue is nearly pure profit, but it says nothing about the economics of building cars. And its contribution is shrinking anyway -- credits added 3.7 percentage points to Tesla's automotive gross margin in the first quarter of 2025, but just 1.9 points a year later.

However, there is a caveat in the streak. Tesla said its first-quarter results included one-time benefits related to warranty adjustments and tariffs, which helped both its automotive margin and its 4.2% operating margin.

So the July 22 report has to do two things at once. It has to show that the margin held up near 19% on record volume, and it has to show that Tesla managed this without one-time help.

If the margin excluding credits holds in the high teens, the bull case gets simpler. It would mean Tesla just posted its best second quarter of deliveries ever while preserving the pricing gains and cost work of the past year.

If the number steps back toward the mid-teens, the record quarter looks bought (volume achieved through discounts), and the profit story supporting a $1.5 trillion valuation arguably gets much harder to tell.

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What about robotaxi and energy? Plenty of investors will listen for other things on the call, and reasonably so.

Tesla's energy business deployed 13.5 GWh of storage in the quarter, its second-biggest quarter ever behind the 14.2 GWh it deployed in the fourth quarter of 2025. The segment carried a gross margin of nearly 40% in the first quarter, making it a meaningful profit contributor. Still, energy revenue actually declined 12% year over year in Q1, so deployments alone don't guarantee segment growth.

Then there's autonomy. Tesla ended the first quarter with 1.28 million active Full Self-Driving (Supervised) subscriptions, up 51% year over year, and it launched unsupervised robotaxi rides in Dallas and Houston in April. A subscription base growing that fast is exactly the kind of high-margin revenue the valuation needs more of, so any update on robotaxi expansion or software take rates could move the stock, too.

But those initiatives are still mostly about 2027 and beyond. The margin line shows whether today's business, the one funding all of those bets, is getting more profitable or less as it scales. At 360 times earnings, Tesla doesn't have the luxury of letting profitability drift while investors wait for autonomy.

So when the report lands on July 22, the delivery recap won't be the news -- investors already have it. The number worth finding is the automotive gross margin excluding regulatory credits. If the streak extends to five quarters without one-time help, record deliveries and improving profitability would make a powerful combination. If it doesn't, investors may opt to treat the record quarter far less kindly.

Nvidia (NVDA 1.97%) has become one of the key winners of this artificial intelligence (AI) revolution -- this is thanks to the company's early entry into the market with the fastest chips around and its focus on innovation. Nvidia makes graphics processing units (GPUs), the chips that power essential AI tasks like the training and inference of models. All of this has led to enormous levels of earnings growth for the company and a stock price that's soared more than 300% over three years.

Considering Nvidia's leading position in this high-growth market, you may expect it to be one of the most expensive AI stocks out there -- even after recent declines in the sector. But the company is actually among the cheapest. Has Nvidia become a value stock? Let's find out.

Image source: Nvidia.

Nvidia's 30-year story First, let's catch up on the Nvidia story so far. This tech giant has been around for more than 30 years, and in its earlier days, it primarily served the video game industry with its powerful GPUs. But Nvidia later broadened the use of these chips and, in more recent years, recognized their potential in the field of AI. The company made this technology the focus, and it's clearly won that bet.

Nvidia's revenue and profit have soared in the double- and triple-digits, reaching record levels. In the latest quarter, the chip giant reported sales of more than $81 billion and net income of $58 billion. And Nvidia has maintained a gross margin of more than 70% quarter after quarter.

The company hasn't just sold chips, though, and instead has built out its presence to include complete systems and related products and services. And Nvidia has even developed platforms for specific industries, such as healthcare and automotive, so that they can easily apply AI to their needs. So Nvidia isn't just a chip designer but instead the creator of an AI empire.

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Nvidia's valuation vs peers Considering all of this, even during the recent AI stock pullback, you might expect Nvidia to remain pricier than its peers. But this isn't the case. Here's a look at Nvidia's price in relation to forward earnings estimates, along with the valuations of two major peers, Advanced Micro Devices and Broadcom.

NVDA PE Ratio (Forward) data by YCharts

As we can see, Nvidia trades at a significant discount. A look at Nvidia's valuation in relation to its fellow "Magnificent Seven" players paints a similar picture. Nvidia is among the cheapest.

NVDA PE Ratio (Forward) data by YCharts

At these levels, could Nvidia even be considered a value stock? As of January of this year, value stocks and growth stocks had forward price-to-earnings ratios of more than 17 and 29, respectively, according to Siblis Research. This is based on the Russell 1000 growth and value indexes. Nvidia, at 23, finds itself between the two.

In such a situation, Nvidia could appeal to both growth and value investors. The company has a long-established track record of growth and a solid competitive position, and considering this, it looks undervalued. This makes it a nice fit for the value investing style. Nvidia's dominance in AI and the idea that the AI boom may still be in its early stages suggest that significant growth opportunities lie ahead -- and from today's price level, Nvidia stock could skyrocket on future good news. This makes the stock a good choice for growth investors.

Only very cautious investors may hesitate to buy Nvidia stock as the tech industry does involve risk -- and in recent times, worries about massive AI spending levels have weighed on these players. If this continues, AI stocks could traverse a difficult period. And even though long-term prospects remain bright, Nvidia and peers may not be the best choices for cautious investors.

For most other investors, though, Nvidia today offers value and growth, making it an excellent stock to buy and hold as the AI story continues to develop over the long haul.

Adria Cimino has positions in Amazon and Tesla. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Apple, Broadcom, Meta Platforms, Microsoft, Nvidia, and Tesla. The Motley Fool has a disclosure policy.

A classic supply-side problem currently entangles the global oil market. The protracted conflict in Eastern Europe and the volatile, seesawing geopolitical tensions in the Middle East have squeezed global crude oil supply. Crude oil prices have been at elevated levels since February, and experts conclude that this geopolitical premium isn’t just a headline driver anymore — it’s a fundamental regime shift.

However, savvy investors will position themselves to take advantage of the unfolding situation. One of the best ways to make money is to recognize that oil companies generate significant free cash flow. In fact, investing in some of the best-known dividend-paying names in the oil and gas industry is not only an inflation hedge but also a potential path to wealth-generating opportunities.

Image source: Getty Images.

Why quality matters more than oil pricesThe best players capable of navigating this environment are high-quality operators with diversified operations around the globe, with low breakeven costs, deep inventory reserves, and, most importantly, a proven commitment to return capital to shareholders. Investing in the stocks of such businesses means they are effective inflation and fuel price hedges, as they transform rising oil prices into capital appreciation and growing cash distributions.

If you are patient enough to hold on to your investment over the next few years when this new regime of elevated crude oil prices and rising inflation plays out, here are the two most attractive energy stocks to hold right now.

Compounding wealth through growing dividends and buybacksIn an uncertain geopolitical environment, ExxonMobil’s (XOM +0.97%) high-quality, cash-generative business offers both income generation and inflation protection. Essentially, the integrated oil company is an extremely disciplined allocator of capital, regardless of the projects it undertakes, meaning it has a deep inventory of structurally lower-cost, high-return projects.

Importantly, its shareholder-friendly policy means the company has increased dividends for 43 years, at an average annual rate of 5.8%. Additionally, the company is expected to complete $20 billion in share buybacks this year. Combined, shareholder distributions for 2026 at $37.2 billion are the second highest among S&P 500 companies. That alone is sufficient to hold this stock amid uncertainty.

Although historical performance is no guarantee of future outcomes, the stock has outperformed the S&P 500 and Nasdaq-100 over the past five years, both in absolute terms and after reinvesting dividends.

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Why ExxonMobil keeps winning across market cyclesIt's not surprising ExxonMobil is a compounding wealth machine, especially during periods of macroeconomic uncertainty.

One of ExxonMobil’s biggest advantages is the sheer diversity of its energy franchise. Often seen as a boring and outdated industry, the beauty of the integrated business model shines through in adverse macroeconomic conditions.

By holding both "upstream" and "downstream" energy operations under a single umbrella, ExxonMobil protects its balance sheet by ensuring that when one part of the value chain encounters difficulties, the other frequently captures significant profits.

The low-cost engine driving future growthDuring periods of high oil prices, Exxon's advantage in having among the industry's lowest breakeven costs becomes clear. Last year, management announced a goal to lower overall breakeven costs to $35 per barrel by 2027 and to $30 by 2030.

The company’s massive Yellowtail oilfield off the coast of Guyana has breakeven costs as low as $25 per barrel, which is far below the global average and roughly half the onshore breakeven costs of the average U.S. shale play.

Onshore, ExxonMobil’s $60 billion acquisition of Pioneer Resources in 2023 ensured the company doubled its footprint in the Permian Basin, which accounts for nearly 40% of U.S. shale oil production, thanks to its “stacked geology” formation where overlapping oil-rich layers stack up vertically for thousands of feet. The result is an inventory acreage with the lowest breakeven costs among shale plays.

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A high-yield dividend play for reliable passive wealth creationAnother integrated oil company, Chevron, (CVX +1.92%) too, built its reputation through its decades-long commitment to rewarding shareholders. The stock’s dividend yield of 3.75% is higher than ExxonMobil’s.

So if you’re looking to prioritize immediate dividend payments over longer-term capital appreciation, then Chevron’s dividend should appeal to you.

Like its larger counterpart, Chevron also focuses on low-cost projects around the world, and its pending acquisition of Hess underscores its focus on obtaining low-cost assets, notably the same ultra-low-cost Yellowtail offshore oilfield off Guyana.

With similar return profiles over the years, Chevron has a more aggressive dividend payout policy than ExxonMobil, resulting in lower free cash flow. Still, the company maintains a fortress balance sheet and has paid out dividends for 39 years. Over the last five years, the stock has outperformed the S&P 500 as the company moved away from pursuing multiple expensive projects simultaneously.

XOM Return on Capital Employed data by YCharts

For years, Chevron invested billions of dollars into the Tengiz expansion in Kazakhstan and deepwater projects in the Gulf of Mexico. Now it’s reaping the benefits. Like ExxonMobil, Chevron remains an excellent long-term pick and a hedge against rising crude oil prices.

If you are looking for a larger dividend check, Chevron is a good fit for you. If, however, you are not too bothered about receiving a higher dividend and instead look for capital appreciation over the longer term, then ExxonMobil fits the bill.

Space Exploration Technologies (SPCX 5.41%) and Micron Technologies (MU +0.04%) are two of the most popular stocks on the market, but CFRA analysts think they are headed in opposite directions.

Keith Snyder at CFRA has a sell rating on SpaceX. His target price of $115 per share implies 12% downside from its current share price of $131. Angelo Zino at CFRA has a buy rating on Micron. His target price of $1,500 per share implies 76% upside from its current share price of $853. Here's what investors should know about these popular stocks.

Image source: The Motley Fool.

SpaceX: 12% downside implied by CFRA's target price SpaceX dominates the global space industry. The company accounted for more than 80% of spacecraft launches last year, and it has fired more satellites into orbit than the rest of the world combined. SpaceX's competitive advantage lies in reusable rockets. Its Falcon 9 rocket cut launch costs by 85% compared to the historical average, and its next-generation Starship will reduce costs by 99%.

"Central to our cost advantage is the reusability of key hardware -- most notably boosters -- which we recover, refurbish, and refly many times instead of discarding after single use," SpaceX explained in its Form S-1. "This dramatically lowers per-launch costs by minimizing hardware replacement expenses and spreading fixed production costs across repeated uses."

SpaceX has leaned on its ability to launch rockets quickly and efficiently to build Starlink, the largest space-based internet service. Starlink has more than 10,000 satellites in orbit, and it serves 12 million subscribers. Recently, the company set its sights on mobile connectivity, where it may challenge AT&T and Verizon. Tim Horan at Oppenheimer writes, "SpaceX will disrupt the $1.6 trillion communications industry."

SpaceX's first-quarter financial results were unimpressive. Revenue increased 15% to $4.6 billion. Sales in the connectivity segment (i.e., Starlink) grew quickly, but that was offset by weaker sales growth in the artificial intelligence segment and a sales decline in the space segment. The company also reported a net loss of $4.2 billion, much worse than its $528 million loss in the previous year.

However, SpaceX's revenue growth should accelerate in the coming quarters, particularly in the AI segment. The company recently signed cloud services agreements with Anthropic and Alphabet's Google, which will rent AI infrastructure for monthly fees of $1.25 billion and $920 million, respectively.

The problem is valuation. SpaceX trades at 88 times sales. That makes it more expensive than every other stock in the S&P 500 (^GSPC 1.01%) and Nasdaq-100, which leaves plenty of room for downside.

I think patient investors can buy a small position today, but the keyword is small. Despite trading below its IPO price of $135 per share, the stock is still risky.

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Micron Technology: 76% upside implied by CFRA's target price Micron develops memory and storage solutions across four end markets: automotive, data center, cloud, and mobile. The company manufactures DRAM products, including high-bandwidth memory (HBM), which serves as working memory for artificial intelligence tasks. Micron also builds NAND flash products, which serve as long-term storage for training data and models.

In terms of market share, Micron trails the industry leaders Samsung and SK Hynix in DRAM and NAND. But the company is still growing quickly because demand for memory far exceeds supply. In fact, the supply shortage is so severe that DRAM and NAND prices have increased about 90% and 110%, respectively, in the past year.

Micron's third-quarter fiscal 2026 (ended in May) financial results trounced Wall Street's estimates. Revenue increased 345% to $41.4 billion due to particularly strong growth in the data center segment, which serves non-hyperscalers. Meanwhile, non-GAAP (generally accepted accounting principles) net income surged 1,215% to $25.11 per diluted share.

CEO Sanjay Mehrotra delivered great news during the conference call. Micron has now signed 16 long-term supply agreements (i.e., three to five years) that offer some downside protection in a historically cyclical industry. Those deals generally include minimum pricing terms and binding commitments to purchase specific volumes.

So what? The memory chip industry has traditionally run on boom-and-bust cycles. Periods of robust demand (and price hikes) have generally preceded periods of weak demand (and price cuts). That led to substantial volatility.

For instance, Micron's sales fell 50% in fiscal 2023. But multiyear supply agreements should limit downside during the next industry downturn.

Micron currently trades at 10.7 times sales, a big premium to the five-year average of 4.7 times sales. But that valuation is quite reasonable, perhaps even cheap, for a company whose sales are forecast to grow at 115% annually through fiscal 2027 (ends in August). Micron stock is currently 30% below its high, and investors should consider buying the dip.

Warren Buffett has a new plan to dispose of all his Berkshire Hathaway (BRKA 0.18%) (BRKB 0.45%) shares. The legendary investor and former CEO of Berkshire owns about 188,000 Class A shares of the conglomerate he built over five decades, as well as more than 1,100 Class B shares. Those shares mean Buffett's net worth is approximately $150 billion, making him one of the world's wealthiest individuals.

Image source: Getty Images.

In 2006, Buffett pledged to gradually give away all his Berkshire stock to philanthropic foundations. This week, he announced a plan to accelerate that process and also changed the recipients of all that wealth, saying in a Berkshire news release dated July 14, "My goal is to dispose of all of my Berkshire shares within about eight years." 

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Buffett said his remaining shares will be donated to four foundations, three of which are run by his children and one dedicated to his late wife, Susan Thompson Buffett.

In addition, Buffett is skipping his annual donation to the Gates Foundation. According to reports in The Wall Street Journal, the change to that charity is due to Microsoft founder Bill Gates' interactions with the disgraced late financier Jeffrey Epstein. Buffett is awaiting the Gates Foundation's review of its past interactions with Epstein before he resumes any additional gifts to the charity.

Matthew Benjamin has positions in Berkshire Hathaway and Microsoft. The Motley Fool has positions in and recommends Berkshire Hathaway and Microsoft. The Motley Fool has a disclosure policy.

Everyone deals with some form of temptation. Even companies with energy and mining outfits are prime examples, so with oil prices high today, mostly due to the war in Iran, it's a good time to discuss corporate temptation as it relates to energy stocks, including Occidental Petroleum (OXY +2.25%).

When it reported first-quarter results in May, Occidental told investors it expects capital spending to decline by $550 million this year compared with 2025, targeting total spending of $5.5 billion to $5.9 billion. But with oil prices alluringly high, it may appear that Occidental and other oil companies may be incentivized to boost output.

Occidental Petroleum shouldn't run to boost production because oil prices are high. Image source: Getty Images.

Consider high oil prices as a form of temptation. Producers see those elevated prices and the knee-jerk response may be a rush to capitalize, but that's not always the smart play. Sometimes, erring on the side of caution is the better course of action. Let's get into why Occidental should not rush to accelerate production simply because crude prices are high.

Avoiding oil's Garden of Eden With oil prices up over 30% so far this year at this writing, it may be tempting for producers to rush to increase output, but the smart companies know that as quickly as the oil market gives, it can take away. For example, oil prices dipped dramatically in the last month before spiking again. 

The point is that Occidental and its peers may decide to boost output today, but by the time they bring a significant new product to market, prices could be significantly lower than what they were banking on. That's one of the risks investors must account for when investing in oil stocks.

Speaking of volatility, that's an apt way of describing the current state of affairs between the U.S. and Iran. The aforementioned tumble in crude prices came in large part due to the two sides hammering out details of a peace accord, but last week, President Donald Trump said the deal is "over," and prices moved up again.

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Looked at differently, there's no denying the war in Iran is affecting oil prices. However, there's also no getting around the fact that geopolitical situations can turn on a dime, potentially punishing any oil company that rushes to lift production.

No need to burn goodwill Shares of Occidental are up 30% year to date, and that gain isn't just about Iran. There are company-specific factors at play. For example, the $9.5 billion sale of the OxyChem business to Berkshire Hathaway wrapped up in January, paving the way for the company to prepay $6.7 billion in debt and eliminate $550 million in annual interest expenses. That implies some investors are giving Occidental credit for its balance sheet-firming efforts.

It'd be prudent for the company not to burn that goodwill, as the stock remains undervalued relative to peers, perhaps signaling that the broader investment community is overlooking the improving balance sheet health and strong asset quality. Getting investors to see those lights could be challenging if Occidental suddenly increases production.

It doesn't need to. If Evercore ISI is right, Occidental is on a path to grow free cash flow by 8% annually through 2030, with WTI prices at $75 per barrel, and possibly restart share repurchases in two years. Best of all, those outlooks aren't based on output moving materially higher in the near term.

July 17, 2026 16:05 ET  | Source: Nasdaq, Inc.

NEW YORK, July 17, 2026 (GLOBE NEWSWIRE) -- The Nasdaq Stock Market (Nasdaq: NDAQ) announced today that it has notified MaxsMaking Inc. (Nasdaq: MAMK) that its securities will be delisted from the Nasdaq Stock Market LLC on July 28, 2026, unless the company appeals to a Listing Qualifications Hearings Panel. The securities will remain halted, and unavailable to trade, until any appeal is resolved. Following removal from Nasdaq the securities may be eligible for trading in the over-the-counter market. 

Following a temporary trading suspension in the Company’s securities by the U.S. Securities and Exchange Commission (https://www.sec.gov/files/litigation/suspensions/2025/34-104180.pdf) Nasdaq halted trading in the Company’s ordinary shares on December 2, 2025. Nasdaq has now determined that it is appropriate to use its authority under IM-5101-4 to delist the Company’s securities from Nasdaq.

For news and additional information about the company, please review the companies’ public filings or contact the company directly.

For more information about The Nasdaq Stock Market, visit the Nasdaq Web site at http://www.nasdaq.com. Nasdaq’s rules governing the delisting of securities can be found in the Nasdaq Rule 5800 Series, available on the Nasdaq Web site: https://listingcenter.nasdaq.com/rulebook/nasdaq/rules/nasdaq-5800-series.  

, /PRNewswire/ -- Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., notifies investors in AeroVironment, Inc. ("AeroVironment" or the "Company") (NasdaqGS: AVAV) of a class action securities lawsuit.

AeroVironment Investigation CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of investors of AeroVironment, Inc. who were adversely affected if they purchased the Company's securities between June 25, 2025 and March 10, 2026, both dates inclusive (the "Class Period"). This action is pending in the United States District Court for the Eastern District of Virginia.

Follow the link below to get more information and be contacted by a member of our team:

https://www.ksfcounsel.com/cases/nasdaqgs-avav/ 

AeroVironment investors should contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-avav/ to learn more.

CLICK HERE for more information

CASE DETAILS: According to the Complaint, AeroVironment and certain of its executives are charged with failing to disclose material information during the class period, violating federal securities laws.

The alleged false and misleading statements and omissions include, but are not limited to, that: (i) the Company 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 Resource program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network; (ii) accordingly, defendants overstated AeroVironment's business and financial prospects; and (iii) as a result, defendants' public statements were materially false and misleading at all relevant times.

The case is Norrell v. AeroVironment, Inc., et al, No. 26-cv-01429.

WHAT TO DO? If you invested in AeroVironment and suffered a loss during the relevant time frame, you have until July 27, 2026 to request that the Court appoint you as lead plaintiff; however, your ability to share in any recovery does not require that you serve as a lead plaintiff.

To Learn More, Click HERE

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors - in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

Contact:

Kahn Swick & Foti, LLC
Lewis Kahn, Managing Partner
[email protected]
1-877-515-1850
1100 Poydras St., Suite 960
New Orleans, LA 70163

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SOURCE Kahn Swick & Foti, LLC

AST SpaceMobile (ASTS +5.07%) has an interesting business model. The company aims to compete with Space Exploration Technologies' (SPCX 5.41%) Starlink service, but it has gone down a very different path. While the planned launch of AST SpaceMobile's commercial service has been pushed back to early 2027, it could get off to a big start. Here's what you need to know.

Going it alone versus partnering up Starlink is the most profitable business unit within SpaceX, as the company's IPO prospectus revealed. Once again, Elon Musk's vision has resulted in a company he controls getting in early on an investment opportunity. However, other companies are looking to break into the market for satellite-based cellular broadband communications, including AST SpaceMobile. Starlink was so early that it basically had to develop its own, direct-to-consumer technology and services. AST SpaceMobile is partnering with cellphone companies.

Image source: Getty Images.

This is a major point of differentiation. Not only does AST SpaceMobile have deals with companies that can help fund its expansion, but it also has a built-in customer base. Essentially, customers of cellphone providers like AT&T (T 0.77%) and Verizon (VZ 0.71%) can add AST SpaceMobile's service to their existing plans once it's up and running.

A $1 billion opportunity In the first quarter of 2026, AST SpaceMobile generated revenues of around $15 million. Most of that came from contracts with the U.S. government, which also wants access to the company's satellite network. However, after launching its commercial service, the company believes it can generate up to $1 billion in revenue in 2027.

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Strong execution will be vital for this space stock. It still has to build and launch more satellites to get its service up and running. And even after it begins operating its service in limited markets, it still has more to do if it wants to cover the entire globe. Investors aren't as enthusiastic about the company's prospects as they were, noting that the stock is in the middle of a nerely 60% drawdown right now.

Hitting the ground running As a money-losing start-up, that's actually not shocking. Only the most aggressive investors should consider AST SpaceMobile right now. That said, if the company can go from $15 million in quarterly revenue to an annual run rate of around $1 billion as quickly as it believes it can, Wall Street will likely reward it with a higher price once it starts selling its service to consumers.

Only the proof of that ability, driven by its partnership-based model, won't come until the company actually launches its service. Most investors should probably watch from the sidelines until the service is up and running. More aggressive types, however, may see this dip as an opportunity to jump aboard a business that is likely to hit the ground running when it eventually launches.