Akcie na pražské burze v pátek uzavřely nevýrazně, když index PX pražské burzy zakončil páteční obchodování se ziskem 0,11 %. Nejvíce rostly akcie CSG (+3,41 %), které po závěrečné aukci uzavřely při 340 Kč. Dařilo se dále akciím Moneta (+2,78 %), Colt (+1,36 %), Komerční banka (+0,35 %) a Philip Morris (+0,22 %). V červených číslech uzavřely akcie Erste (-1,2 %), ČEZ (-0,76 %), VIG (-0,57 %) a Doosan Power (-0,53 %). Beze změny zakončily akcie Kofola a Gevorkyan, a to při 500 Kč, respektive 189 Kč.
AMSTERDAM--(BUSINESS WIRE)--Nebius Group N.V. (Nasdaq: NBIS), the AI cloud company, today announced that it has entered into its first senior secured debt facility for approximately $775 million. Nebius intends to use the proceeds of the transaction to further accelerate the global build-out of its full-stack AI cloud platform. The vehicle is backed by deployed GPU infrastructure and contracted cash flows from an agreement with an investment-grade customer. The facility matures October 31, 2030.
Applied Digital (APLD 5.37%) just added more operational AI capacity at Polaris Forge 1, giving investors a fresh data point on its repeatable growth model. The opportunity is clear: turn raw power into leased AI infrastructure. But the stock's valuation means execution needs to keep matching expectations.
Stock prices used were the market prices of July 8, 2026. The video was published on July 16, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Matt Schultz, CEO of CleanSpark (CLSK), talks about the company's newest triple net lease for data centers expected to bring in $6.6 billion of revenue. He explains how the deal offers a stable revenue stream for years to come and what it means for the greater data center industry.
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America’s demographic clock keeps ticking, and the money is following the wrinkles. Personal consumption on healthcare hit $3,716.0 billion in May 2026, up from $3,512.1 billion a year earlier, a jump of $203.9 billion that outpaces overall services growth. Healthcare now absorbs roughly 24.5% of every services dollar. That is the demand curve behind senior housing and healthcare real estate, and it is why the three REITs below deserve a hard look this month.
All three trade on the NYSE, all three pay attractive dividends, and each is executing a specific playbook against the aging-Boomer tailwind. If you are building a dividend-heavy retirement sleeve, our monthly dividend research report pairs well with the picks below.
LTC Properties (NYSE: LTC) LTC Properties (NYSE:LTC) is the small-cap transformation story in the group. Market cap sits at roughly $1.99B, shares changed hands at $41.24 on July 16, and the stock has climbed more than 19% year to date. The quarterly dividend of 57 cents per share pencils to a dividend yield near 5.83%, with the next ex-dividend date set for July 23, 2026.
Q1 2026 delivered adjusted EPS of 48 cents against a 40-cent consensus, a 20% beat, and revenue jumped 58.38% year over year to $95.41 million. Management reaffirmed full-year Core FFO/share guidance of $2.75–$2.79.
Bull case: The pivot to a Seniors Housing Operating Portfolio (SHOP) model is capturing the demographic upside directly. SHOP now represents 29% of gross investments and management is guiding to 45% by year-end 2026, with the core SHOP portfolio running at 89.4% occupancy and REVPOR of $7,998. CEO Clint Malin put it plainly: “We have strong conviction that our SHOP strategy is the right one to create a higher growth profile company with better risk-adjusted returns to drive shareholder value.”
Risk: Skilled nursing still accounts for 33% of gross investments, and the $179.9 million Prestige Healthcare mortgage carries prepayment risk beginning July 2026. Tenant concentration and execution risk on the SHOP conversion are the near-term watch items.
Healthpeak Properties (NYSE: DOC) Healthpeak Properties (NYSE:DOC | DOC Price Prediction) is the mid-cap diversifier with a monthly paycheck. Market cap is $14.99 billion, shares traded around $22.18 on July 16, and the stock has surged 36.88% year to date. The monthly dividend of 10 cents per share supports a yield near 5.64%.
Q1 2026 GAAP EPS of 28 cents crushed the five-cent consensus, revenue of $752.95 million topped estimates by 8.63% and management raised full-year diluted EPS guidance to 46 cents to 50 cents from 34 cents to 38 cents. FFO as Adjusted guidance moved to $1.71–$1.75.
The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.
Bull case: The Janus Living IPO printed $880 million in net proceeds at a $6.90 billion market cap, with Healthpeak retaining 81.6%, unlocking senior housing value while Janus lines up another $400 million in senior housing acquisitions. Senior housing same-store cash NOI grew 13.8% year over year in Q1, and the buyback program repurchased 5.9M shares at roughly $16.81 average, with about $306 million still authorized.
Risk: The lab segment is dragging. Same-store cash NOI fell 7.2% year over year in Q1 2026, and while management believes life science is near an inflection, occupancy is the swing variable through year-end.
Welltower (NYSE: WELL) Welltower (NYSE:WELL) is the elephant. At $165.57 billion market cap, it is the largest healthcare REIT in the country, and the price action reflects the scale advantage. Shares traded around $239.46 on July 16, up 28.09% year to date and 51.99% over the past 12 months.
Q1 2026 normalized FFO landed at $1.47 per share on revenue of $3.35 billion, up 40.3% year over year. Guidance was raised across the board: net income per share to $3.24–$3.38 and normalized FFO/share to $6.21–$6.35, with blended same-store NOI growth guided to 12.25%–16.00%. The quarterly dividend of $0.74 was Welltower’s 220th consecutive quarterly dividend, following a 10.4% increase the prior period.
Bull case: The Seniors Housing Operating segment produced 22.1% same-store NOI growth, occupancy climbed 370 bps year over year to 89.0%, and margin expanded to 30.9% from 27.7%. With $10.5B in year-to-date investment activity closed or under contract, 92.3% private-pay revenue mix, and net debt/EBITDA at a lean 3.03x, Welltower is compounding scale advantages faster than smaller peers can match. Analysts back the setup, with a $241 average price target and 12 Buy ratings and five Strong Buy ratings.
Risk: Valuation. Forward P/E of 79x and EV/EBITDA of 68x leave no margin for execution slippage. Interest expense climbed from $144.9M to $192.7M year over year, and integration risk on the Barchester and HC-One UK acquisitions adds an FX overlay.
What to Watch Into Q3 Housing starts weakened to 1.18M units in May 2026, a 15.4% month-over-month drop that will eventually tighten senior housing supply, a bullish setup for existing landlords. Keep an eye on the LTC ex-dividend date on July 23, the DOC ex-dividend date on July 20, and Q2 earnings reports later this summer for confirmation that the SHOP tailwind is still accelerating. The demographic thesis is durable; the entry points still matter.
If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks:
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Index Dow Jones -0,17 % na 52463,68 b., S&P 500 -1,2 % na 7443,7 b., Nasdaq Composite -2,35 % na 25273,06 b.
Americké akcie směřují k dalšímu ztrátovému dni, když představení nového AI modelu od čínského startupu otřáslo technologickým sektorem, včetně polovodičů. Čínský startup Moonshot AI v pátek vydal nový model Kimi K3, který podle vyjádření firmy do značné míry stírá výkonnostní náskok předních amerických modelů umělé inteligence. Moonshot uvedl, že Kimi K3 překonal modely GPT 5.5 od OpenAI a Claude Opus 4.8 od Anthropic v několika testech zaměřených na programování a agentní AI. Tento krok tak podle Yahoo Finance oživil vzpomínky na loňský „DeepSeek moment“, kdy jiný čínský model krátce otřásl Wall Street a vyvolal prudký výprodej akcií spojených s umělou inteligencí.
Akcie Netflixu klesají o 11 % poté, co streamovací společnost zveřejnila výsledky hospodaření za druhé čtvrtletí roku 2026. Výnosy i zisk na akcii byly meziročně vyšší, výnosy však mírně nedosáhly na odhad analytiků. Volný peněžní tok výrazně zaostal za očekáváním kvůli vyšším daňovým platbám souvisejícím s poplatkem za ukončení smlouvy s Warner Bros. Discovery. Firma zároveň zveřejnila výhled na třetí čtvrtletí a zpřesněnou celoroční prognózu, které na úrovni výnosů, zisku na akcii a provozní marže zaostaly za konsenzem trhu.
Akcie společnosti Intuitive Surgical oslabují o 9,3 % poté, co tento výrobce robotických chirurgických systémů vykázal za druhé čtvrtletí slabší růst prodejů svých systémů da Vinci v USA. Firma zároveň poukázala na dopady změn v dotacích v rámci zákona o dostupné péči (ACA), kvůli nimž pacienti odkládali zákroky. Společnost sice potvrdila svůj celoroční výhled růstu počtu operačních výkonů, analytici z Jefferies však upozornili, že investoři očekávali jeho zvýšení.
Pojišťovna Travelers (+7,7 %) vykázala za druhé čtvrtletí čisté předepsané pojistné, které překonalo průměrný odhad analytiků. Společnost v rámci výsledků za druhý kvartál oznámila čisté předepsané pojistné ve výši 11,53 mld. USD, což představuje meziroční pokles o 0,1 %, zatímco tržní konsenzus konsensu Bloomberg činil 11,4 mld. USD. Jádrový zisk na akcii dosáhl 10,04 USD oproti 6,51 USD v předchozím roce a celkové výnosy meziročně vzrostly o 0,3 % na 12,15 mld. USD.
Index S&P 500 -1,2 % na 7443,7 b. Nejsilnější sektory S&P Změna Nejslabší sektory S&P Změna Energie +1,8 % Komunikační služby -3,1 % Nezbytná spotřeba +1,6 % Informační technologie -3 % Utility +1,3 % Zbytná spotřeba -0,9 % Nejsilnější akcie S&P Změna Nejslabší akcie S&P Změna Travelers Cos (TRV) +7,7 % Netflix (NFLX) -11 % Erie Indemnity (ERIE) +4,0 % Cadence Design Systems (CDNS) -9,5 % Hartford Insurance Group (HIG) +3,9 % Intuitive Surgical (ISRG) -9,3 % Casey's General Stores (CASY) +3,7 % Advanced Micro Devices (AMD) -8,1 % Allstate Corp (ALL) +3,6 % Flex (FLEX) -7,9 % Zdroj: Bloomberg, Yahoo Finance
Top neocloud stocks are in a freefall, erasing billions of dollars in value as concerns about AI spending emerge.
IREN stock dropped to $33.61, its lowest level since April 7, and 52% below its highest point this year. Its valuation has fallen from $24 billion to $12.4 billion.
CoreWeave, the biggest player in the industry, also plunged to $72 from the all-time high of $186. Its market cap has also dropped from $87 billion to $39 billion.
Similarly, Nebius Group stock fell from $298 to $170. Other companies in the industry, including Bitcoin miners like MARA, Riot Platforms, and Cipher, have plunged in the past few months.
CoreWeave, Nebius, and IREN stocks | Source: TradingView
IREN, CoreWeave, and Nebius have dropped as AI jitters remainOne reason why neocloud companies have dropped is that there are jitters about the AI industry. These jitters continued this week even after the recent earnings by big-tech companies like TSMC, Micron, and Samsung showed that their growth was accelerating.
As a result, most companies in the industry have plunged in the past few weeks. In Japan, Kioxia stock has plunged by over 50% from its highest point this year. Other companies like Softbank, AMD, SK Hynix, and SanDisk have all dropped.
These jitters are likely happening as investors wait for earnings from big-tech companies like Microsoft, Amazon, Meta Platforms, and Google. These companies will likely outline their spending priorities. And with their stocks underperforming the market this year, there is a risk that some will scale back their ambitions.
IREN, CoreWeave, and Nebius stocks have also plunged as competition in the industry jumps.
SpaceX, which has a market capitalization of over $1.8 trillion, has already inked deals with companies like Google, Anthropic, and Reflection AI. Google will pay it over $920 million a month, while Anthropic and Reflection will pay it $1.25 billion and $150 million a month.
In addition to SpaceX, there are reports that Meta Platforms is also entering the space, a move that will see it sell its extra capacity to other companies in the hyperscaler industry.
More companies like Riot Platforms, Cipher Mining, and MARA have all moved to the industry. Their entry will likely lead to more demand for chips and memory products, which will drive prices higher.
Nebius, CoreWeave, and Nebius, which Nvidia invested in, are also struggling amid dilution fears. Recent data shows that these companies have raised billions of dollars in debt, and may turn to selling shares in the past few months.
CoreWeave’s short-term debt has jumped to $7.5 billion, while its long-term debt soared to $17.3 billion. Nebius's long-term debt soared to $8.4 billion from $4.1 billion in December last year. IREN’s debt has jumped to over $3.6 billion this year.
Therefore, the companies will likely continue spending substantial sums of money. They will also likely dilute their shareholders by selling shares. These fears explain why investors are shorting their stocks. Seeking Alpha data shows that IREN has a short interest of 21.27%, while CoreWeave has 18% and Nebius has 27%.
Oscar Health, Inc. (OSCR - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.
Over the past month, shares of this company have returned +1.6%, compared to the Zacks S&P 500 composite's +0.5% change. During this period, the Zacks Insurance - Multi line industry, which Oscar Health falls in, has gained 6.4%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
For the current quarter, Oscar Health is expected to post earnings of $0.45 per share, indicating a change of +150.6% from the year-ago quarter. The Zacks Consensus Estimate remained unchanged over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $0.59 points to a change of +134.9% from the prior year. Over the last 30 days, this estimate has changed +24.8%.
For the next fiscal year, the consensus earnings estimate of $1.19 indicates a change of +101.7% from what Oscar Health is expected to report a year ago. Over the past month, the estimate has changed +8.2%.
Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Oscar Health is rated Zacks Rank #1 (Strong Buy).
Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
In the case of Oscar Health, the consensus sales estimate of $4.89 billion for the current quarter points to a year-over-year change of +70.9%. The $18.77 billion and $21.52 billion estimates for the current and next fiscal years indicate changes of +60.4% and +14.7%, respectively.
Last Reported Results and Surprise HistoryOscar Health reported revenues of $4.65 billion in the last reported quarter, representing a year-over-year change of +52.6%. EPS of $2.07 for the same period compares with $0.92 a year ago.
Compared to the Zacks Consensus Estimate of $4.89 billion, the reported revenues represent a surprise of -5.02%. The EPS surprise was +71.07%.
Over the last four quarters, Oscar Health surpassed consensus EPS estimates three times. The company topped consensus revenue estimates times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is.
The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Oscar Health is graded B on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Oscar Health. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
New York, New York--(Newsfile Corp. - July 17, 2026) - NANO Nuclear Energy Inc. (NASDAQ: NNE) ("NANO Nuclear" or "the Company"), a leading advanced nuclear micro modular reactor and technology company focused on developing clean energy solutions, today announced its membership in the Virginia Nuclear Energy Consortium ("VNEC").
VNEC brings together leading nuclear technology developers, utilities, engineering and construction companies, universities, research institutions and other participants in Virginia's nuclear industry. Its mission is to sustain and strengthen Virginia's position as a national and global leader in nuclear energy by facilitating collaboration, business development, research, training and informed public policy.
Through its membership, NANO Nuclear Chief Executive Officer James Walker will join the VNEC Board of Directors to help implement the organization's mission and priorities. NANO Nuclear's VNEC membership also brings with it the opportunity for VNEC to advocate for NANO Nuclear's interests.
VNEC was established by Virginia statute and formally created in 2015 to promote, support, and advance the nuclear industry across the Commonwealth. VNEC serves as a trusted public resource on nuclear energy issues and brings together industry partners, higher education institutions, federal laboratories, and nonprofits to accelerate research, workforce development, and technology commercialization in Virginia.
Virginia's Leadership in Nuclear Energy
VNEC, with industry and stakeholders, developed the Virginia Is Nuclear 2025-2029 Strategic Plan to deploy advanced and small modular reactors, establish a research and education reactor facility through the Virginia Innovative Nuclear Hub, secure funding for new nuclear projects spanning manufacturing, fuel fabrication, and nuclear medicine, expand the nuclear supply chain, build workforce pipelines, and engage stakeholders on nuclear energy's clean, reliable energy future.
Virginia's well-established port infrastructure, nuclear fuel fabrication firms, shipbuilding operations, and tens of thousands of nuclear-capable workers, make these goals achievable. Virginia's assets build on a legacy that dates to the first energy delivered to the grid via the nuclear generator at Fort Belvoir in 1957.
Supporting the World's Largest Data Center Market
Virginia is home to the world's largest data center market and one of the largest concentrations of hyperscale computing infrastructure globally. The continued expansion of artificial intelligence, cloud computing and digital services is driving substantial growth in electricity demand and creating an urgent need for additional sources of dependable, around-the-clock generation.
At the same time, Virginia has taken a proactive approach to managing the infrastructure and affordability implications of data center growth. State policymakers and regulators have advanced dedicated rate structures and cost-allocation protections for large-load customers, while examining energy forecasting, grid reliability, demand flexibility, generation development and the infrastructure required to sustain continued economic expansion.
Virginia has also identified advanced nuclear energy as a potential source of reliable, carbon-free power capable of supporting data centers, manufacturing facilities, hospitals, military installations and other critical infrastructure.
NANO Nuclear intends to use its VNEC membership to build relationships with organizations evaluating future power solutions for data centers and other high-load industrial customers in the Commonwealth. NANO Nuclear believes its advanced reactor portfolio may ultimately offer a range of potential applications, including dedicated generation, resilient campus power, industrial heat, grid support and energy systems serving remote or infrastructure-constrained locations.
"Virginia represents one of the most compelling locations in the United States for the future deployment of advanced nuclear technology," said Jay Yu, Chairman and Founder of NANO Nuclear Energy. "It combines a deeply established nuclear industry, world-class universities, a highly capable technical workforce, major defense and national security activities, and the largest concentration of data centers anywhere in the world. Joining VNEC gives NANO Nuclear a meaningful platform from which to participate in Virginia's nuclear strategy and explore how our technologies could contribute to the Commonwealth's rapidly growing need for reliable, resilient and clean power. Becoming a member of VNEC is not simply a networking exercise; it gives NANO Nuclear a seat at the table as Virginia considers how to expand its nuclear industry, support unprecedented electricity demand, and build the workforce and infrastructure required for the next generation of nuclear deployment. We look forward to being an active member, contributing our expertise and pursuing opportunities that can create lasting value for both NANO Nuclear and the Commonwealth."
"VNEC has assembled an exceptional network of companies, academic institutions and public-sector leaders that share our belief that advanced nuclear energy will be essential to meeting future energy demand," said James Walker, Chief Executive Officer of NANO Nuclear Energy. "Our membership places NANO Nuclear within an influential and highly collaborative nuclear community at exactly the right time. Virginia is actively investing in advanced nuclear research, workforce development and deployment readiness, and we believe NANO Nuclear can make a valuable contribution to that effort while developing important long-term commercial relationships. NANO Nuclear's vertically integrated strategy is particularly well aligned with Virginia's ambitions, as we are developing advanced reactors while simultaneously building capabilities in nuclear fuel, transportation, engineering and deployment. VNEC provides a forum through which these different business lines can be introduced to organizations across Virginia's energy, academic, manufacturing, defense and technology sectors."
Expanding NANO Nuclear's National Footprint
NANO Nuclear's membership in VNEC represents part of the Company's broader effort to establish relationships with leading universities, national laboratories, government agencies, utilities, industrial customers and nuclear supply chain participants throughout the United States.
The Company is currently advancing its KRONOS MMR™ Energy System and associated fuel, transportation and manufacturing capabilities. Through VNEC, NANO Nuclear intends to explore opportunities across its broader portfolio rather than limiting its participation to a single technology or project.
About NANO Nuclear Energy, Inc.
NANO Nuclear Energy Inc. (NASDAQ: NNE) is a North American advanced technology-driven nuclear energy company seeking to become a commercially focused, diversified, and vertically integrated company across five business lines: (i) cutting edge portable and other microreactor technologies, (ii) nuclear fuel supply chain, (iii) nuclear fuel transportation, (iv) nuclear applications for space and (v) nuclear industry consulting services.
Led by a world-class nuclear engineering team, NANO Nuclear's reactor products in development include the proprietary KRONOS MMR™ Energy System, a stationary high-temperature gas-cooled reactor that is in construction permit pre-application engagement U.S. Nuclear Regulatory Commission (NRC) in collaboration with University of Illinois Urbana-Champaign, "ZEUS", a portable solid core battery reactor, and the space focused, portable LOKI MMR™, each representing advanced developments in clean energy solutions that are portable, on-demand capable, advanced nuclear microreactors.
Advanced Fuel Transportation Inc. (AFT), a NANO Nuclear subsidiary, bolstered by the May 2026 acquisition of Secured Transportation Services (STS), is led by former executives from the largest transportation company in the world and provides nuclear engineering and materials transport services in the U.S. and globally. Through NANO Nuclear, AFT is the exclusive licensee of a patented high-capacity HALEU fuel transportation basket developed by three major U.S. national nuclear laboratories and funded by the Department of Energy.
HALEU Energy Fuel Inc. (HEF), a NANO Nuclear subsidiary, is focusing on the future development of a domestic source for a High-Assay, Low-Enriched Uranium (HALEU) fuel fabrication pipeline for NANO Nuclear's own microreactors as well as the broader advanced nuclear reactor industry.
NANO Nuclear Space Inc. (NNS), a NANO Nuclear subsidiary, is exploring the potential commercial applications of NANO Nuclear's developing micronuclear reactor technology in space. NNS is focusing on applications such as the LOKI MMR™ system and other power systems for extraterrestrial projects and human sustaining environments, and potentially propulsion technology for long haul space missions. NNS' initial focus will be on cis-lunar applications, referring to uses in the space region extending from Earth to the area surrounding the Moon's surface.
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This news release and statements of NANO Nuclear's management and collaborators in connection with this news release contain or may contain "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended, and the Private Securities Litigation Reform Act of 1995. In this context, forward-looking statements mean statements related to future events, which may impact our expected future business and financial performance, and often contain words such as "expects", "anticipates", "intends", "explore," "plans", "aim," "goal," "believes", "potential", "will", "should", "could", "would" or "may" or derivations of these words and other words of similar meaning about the future. In this press release, forward-looking statements include those relating to the anticipated benefits of the Company of joining VNEC as well as the Company's development and commercial plans in the Commonwealth of Virginia. These and other forward-looking statements are based on information available to us as of the date of this news release and represent management's current views and assumptions. Forward-looking statements are not guarantees of future performance, events or results and involve significant known and unknown risks, uncertainties and other factors, which may be beyond our control. For NANO Nuclear, particular risks and uncertainties that could cause our actual future results to differ materially from those expressed in our forward-looking statements include but are not limited to the following: (i) risks related to our U.S. Department of Energy ("DOE"), U.S. Nuclear Regulatory Commission ("NRC"), Canadian Nuclear Safety Commission ("CNSC") or related state or other U.S. or non-U.S nuclear licensing submissions, (ii) risks related the development of new or advanced technology and the acquisition of complementary technology or businesses, including difficulties with design and testing, cost overruns, regulatory delays, integration issues and the development of competitive technology, (iii) our ability to obtain contracts and funding to be able to continue operations, (iv) risks related to uncertainty regarding our ability to technologically develop and commercially deploy a competitive advanced nuclear reactor or other technology in the timelines we anticipate, if ever, (v) risks related to the impact of U.S. and non-U.S. government regulation, policies and licensing requirements, including by the DOE, and the NRC, including those associated with the recently enacted ADVANCE Act and the May 23, 2025 Executive Orders seeking to streamline nuclear regulation, and (vi) similar risks and uncertainties associated with the operating a developing business a highly regulated, competitive and rapidly evolving industry, including that our plans may change and we may use our cash on hand faster or in different ways than anticipated as our business requires. Readers are cautioned not to place undue reliance on these forward-looking statements, which apply only as of the date of this news release. These factors may not constitute all factors that could cause actual results to differ from those discussed in any forward-looking statement, and NANO Nuclear therefore encourages investors to review other factors that may affect future results in its filings with the SEC, which are available for review at www.sec.gov and at https://ir.nanonuclearenergy.com/financial-information/sec-filings. Accordingly, forward-looking statements should not be relied upon as a predictor of actual results. We do not undertake to update our forward-looking statements to reflect events or circumstances that may arise after the date of this news release, except as required by law.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305531
Source: NANO Nuclear Energy Inc.
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SpaceX Corp (NASDAQ:SPCX) shares fell on Friday for a fifth consecutive session after the company's Starship rocket automatically aborted a test launch moments before liftoff because of an engine ignition issue.
Shares of SpaceX opened 4% lower at $126, below the company’s June initial public offering price of $135.
The launch attempt at SpaceX's Starbase facility in Boca Chica, Texas, was halted just seconds before the planned liftoff during the ignition sequence. Launch telemetry showed that four of the rocket's 33 Raptor engines failed to ignite, triggering the automated safety system to shut down the remaining engines and keep the vehicle on the launch pad.
Launch teams then began offloading propellant from the rocket.
"Some of the engines didn't start, triggering an automatic launch abort," SpaceX CEO Elon Musk wrote on the social media platform X. "Now offloading propellant. Next launch attempt hopefully in a few days."
In a follow-up post, Musk wrote that SpaceX would replace two Raptor engines "to be confident of a good flight," with the next launch attempt targeted for early next week.
The mission would have marked the 13th test flight of Starship and was carrying 20 upgraded V3 Starlink satellites intended to test orbital communications.
The US Federal Aviation Administration cleared SpaceX to resume Starship test flights earlier this week following an investigation into the company's previous test in May. During that mission, the Starship upper stage completed its planned trajectory toward the Indian Ocean, but the Super Heavy booster lost multiple engines before its landing burn and descended uncontrolled into the Gulf of Mexico.
The latest test marked the first full-scale Starship launch attempt to be aborted at the final seconds before liftoff, with the rocket's automated launch system preventing the vehicle from leaving the pad after detecting insufficient engine performance.
Ah, so that's why we didn't hear about ChatGPT at WWDC this year.
Bridget Carey is an award-winning reporter who helps you level-up your life -- while having a good time geeking out. Her exclusive CNET videos get you behind the scenes as she covers new trends, experiences and quirky gadgets. Her weekly video show, "One More Thing," explores what's new in the world of Apple and what's to come. She started as a reporter at The Miami Herald with syndicated newspaper columns for product reviews and social media advice. Now she's a mom who also stays on top of toy industry trends and robots. (Kids love robots.)
Expertise Consumer technology | Apple | Google | Samsung | Microsoft | Amazon | Meta | Social media | Mobile | Robots | Future tech | Immersive technology | Toys | Culture Credentials
Bridget has spent over 18 years as a consumer tech reporter, hosting daily tech news shows and writing syndicated newspaper columns. She's often a guest on national radio and television stations, including ABC, CBS, CNBC and NBC. Apple's lawsuit against OpenAI is full of astonishing accusations and details, with Apple alleging it uncovered a pattern of theft of Apple's trade secrets. Apple's complaint mostly points the finger at a few ex-Apple employees that now work at OpenAI, the maker of ChatGPT.
OpenAI has faced quite a number of lawsuits lately on how it does business, but Apple's suit brings a different twist. If this case goes to trial, it could reveal the secret hardware that OpenAI has long teased. A trial could seek damages if Apple's work is being used to help develop some sort of rival AI device. Would a lawsuit spill the beans on a device -- or several devices -- before OpenAI is ready to launch?
Watch this: Apple vs. OpenAI: These Lawsuit Details Are Wild
05:58
This week's episode of One More Thing, embedded above, goes into the juicy details of the suit and what happens next. OpenAI CEO Sam Altman says he's not afraid of Apple, but maybe he should be. Taking rivals to court is part of the Apple playbook, and the company knows how to do it well.
The fight could also drag in a few famous Apple faces. Apple's former design chief, Jony Ive, is now working on making AI gadgets for OpenAI. That means Apple lawyers might call to the stand the former designer of the iPhone, to see if he used information stolen from Apple. (Awkwaaard.)
For more One More Thing, subscribe to our YouTube page to catch Bridget Carey breaking down the latest Apple news and issues every Friday.
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Bridget Carey is an award-winning reporter who helps you level-up your life -- while having a good time geeking out. Her exclusive CNET videos get you behind the scenes as she covers new trends, experiences and quirky gadgets. Her weekly video show, "One More Thing," explores what's new in the world of Apple and what's to come. She started as a reporter at The Miami Herald with syndicated newspaper columns for product reviews and social media advice. Now she's a mom who also stays on top of toy industry trends and robots. (Kids love robots.) See full bio
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McIntyre has written thousands of articles for 24/7 Wall St. He is an expert on corporate finance, the automotive industry, media companies and international finance. He has edited articles on national demographics, sports, personal income and travel.
His work has been quoted or mentioned in The New York Times, The Wall Street Journal, Los Angeles Times, The Washington Post, NBC News, Time, The New Yorker, HuffPost USA Today, Business Insider, Yahoo, AOL, MarketWatch, The Atlantic, Bloomberg, New York Post, Chicago Tribune, Forbes, The Guardian and many other major publications. McIntyre has been a guest on CNBC, the BBC and television and radio stations across the country.
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As Apple Inc. (NASDAQ: AAPL) stock surged to a new all-time high on July 17, Nicolas Cote Colisson, a Wall Street analyst from HSBC Holdings PLC ADR (NYSE: HSBC), has signaled further upside over the next 12 months.
Cote upgraded AAPL stock to a Buy rating in a note to clients on July 16. He also lifted the firm’s 12-month price target for AAPL stock to $366 from $260, thereby signaling a potential 9.82% upside.
The analyst now sees the company entering a phase where operational momentum and product innovation converge. Cote pointed to Apple’s relatively light capital spending, about 2.5% of projected 2026 sales, compared to hyperscalers pouring 39% of sales into infrastructure.
The analyst argued Apple’s edge lies in monetizing its massive 2.5 billion-device installed base through an upgraded Apple Intelligence rollout. Furthermore, the analyst noted that the company’s upcoming standout releases, including iPhone 18 Pro, iPhone Pro Max, and an iPhone Air slated for April 2027, could boost AAPL stock price.
Most importantly, the analyst noted that AAPL stock could be bolstered by the upcoming book-style foldable iPhone.
“AI boost comes at the right moment, when we think Apple has one of its most innovative product pipelines in place,” Cote noted.
Is AAPL a good stock to buy in 2026? As HSBC’s Cote signaled further upside, Edison Lee, a Wall Street analyst from Jefferies, reiterated a Hold rating. Lee set the firm’s 12-month price target for Apple stock at $299.88, thus suggesting a possible 10.02% downside.
At press time, 30 Wall Street analysts surveyed by TipRanks had set an average 12-month price target of about $328.69, representing a potential 1.37% downside. Nonetheless, these analysts have issued a Moderate Buy rating for AAPL stock.
AAPL stock forecast. Source: TipRanks. The Moderate Buy rating from Wall Street analysts comes amid supportive Apple Intelligence news. For instance, China’s Cyberspace Administration cleared Apple Intelligence for launch.
Meanwhile, Apple CEO Tim Cook recently said that price hikes for Apple products are unavoidable due to these rising memory chip costs. Moreover, rising demand for high-bandwidth memory (HBM) is benefiting suppliers such as Micron Technology, Inc. (Nasdaq: MU), while major buyers of memory chips face higher costs.
Year-to-date (YTD) AAPL stock has surged over 22%, trading at about $333.26 at press time.
Apple stock YTD chart. Source: Finbold As such, if the high-bandwidth memory stocks keep rising over the next 12 months, Cote’s target for Apple could be achieved and vice versa.
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Apple surpassed Nvidia in market value on Friday to reclaim its spot as the world's most valuable company.
Shares of Nvidia dropped more than 3% and its market value dipped to $4.84 trillion in early morning trading. Apple last traded at a $4.88 trillion market value.
The two companies have had very different fortunes in 2026, with the iPhone maker surging 22% this year, while Nvidia has gained about 7%.
The leading AI chipmaker, which has rallied since the launch of ChatGPT, has largely sat on sidelines in 2026, as Wall Street pivots to the memory chip and infrastructure stage of the datacenter buildout. That's benefitted chipmaking stocks such as Micron Technology and Sandisk.
Read more CNBC tech newsElon Musk's Memphis AI empire is the epicenter of the data center backlashChinese startup Moonshot AI unveils Kimi model it says rivals OpenAI, AnthropicSpaceX stock falls after Starship test flight abortedMicrosoft's Nadella criticizes Anthropic's Fable for being 'editorially controlled'This is breaking news. Please refresh for updates.
Apple sent letters to about 40 former employees who now work at OpenAI, demanding that they preserve documents and communications and meet with Apple lawyers, the Financial Times reported Friday (July 17), citing unnamed sources.
The move is part of Apple’s efforts to secure evidence for the lawsuit it filed last week against OpenAI and two of the artificial intelligence company’s employees, alleging that they stole trade secrets, according to the report.
About 400 former Apple employees now work at OpenAI, per the report.
Neither Apple nor OpenAI immediately replied to PYMNTS’ request for comment.
Apple filed its lawsuit July 10, alleging that OpenAI, Chief Hardware Officer Tang Tan and technical staff member Chang Liu stole trade secrets from Apple to support OpenAI’s development of devices. Tan and Liu are former Apple employees.
Apple said in the lawsuit that it doesn’t know what OpenAI did with the information it alleges was stolen by Tan and Liu but claimed that “at every level, from members of its technical staff to its chief hardware officer, and in coordination with business partners, OpenAI has been stealing Apple’s trade secrets and confidential information.”
With its lawsuit, the company is demanding that OpenAI stop the practices alleged in the suit, destroy any proprietary materials and redesign its upcoming products so that they don’t use any Apple technology.
In a July 10 post on social platform X, OpenAI Director of Strategic Communications Drew Pusateri said: “We have no interest in other companies’ trade secrets. We remain focused on building innovative technology that empowers people everywhere.”
Our statement in response to this suit: We have no interest in other companies’ trade secrets. We remain focused on building innovative technology that empowers people everywhere. https://t.co/lIxGW6hyz5
— Drew Pusateri (@drewpusateri) July 10, 2026
It was reported Sunday (July 12) that Apple’s lawsuit came as the tech world scrambles to develop AI-powered devices that go a step beyond the smartphone and that the winner of this race could play the same role Apple now plays in the consumer market.
OpenAI released its first hardware product Wednesday (July 15). The product is a $230 programmable macropad for developers managing AI coding agents.
It was reported Tuesday (July 14) that the company is developing a portable smart speaker that serves as an AI companion. OpenAI aims to reveal the device this year and launch it in 2027.
Meta Platforms (META 3.99%) has been investing heavily in building artificial intelligence (AI) data centers to power its social media properties and advertising platforms, and it isn't relying solely on chips from external vendors to support its infrastructure build-out.
Reuters recently accessed an internal Meta memo revealing that the company is poised to begin producing a new AI chip starting in September. The Magnificent Seven company will use this chip to double its AI compute capacity to 14 gigawatts (GW) by next year. The news agency also noted that Meta has built an ecosystem of suppliers to support the development of its in-house chips, and Sandisk (SNDK 2.06%) is among them.
Let's see why this high-flying memory stock could get a solid boost from Meta Platforms' in-house AI chip.
Image source: The Motley Fool.
Meta Platforms has reportedly entered into a long-term supply agreement with Sandisk Memory chips are in short supply. Industry giant SK Hynix estimates that the shortage could last for the next four to five years, with wafer demand expected to exceed supply by 20%. This explains why hyperscalers such as Meta are trying to lock-in long-term supply of memory chips.
The memo seen by Reuters points out that Meta has struck a long-term agreement with Sandisk to procure flash storage for its data centers. It is easy to see why Meta has taken this step. Online tech publication The Next Platform notes that a total of 25 exabytes (an exabyte equals one billion gigabytes) of flash capacity is needed to deploy 1 GW of AI data center compute capacity.
Given that Meta is planning to significantly upgrade its AI data center capacity by next year, and it also plans to develop four generations of its in-house AI accelerators, the company needs access to a lot of flash storage. This is where Sandisk comes into play, given its position as the fifth-largest supplier of NAND flash memory.
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What's worth noting is that Sandisk has signed multiple long-term supply agreements lately. The company noted in its April earnings call that it signed five multi-year supply agreements, three in the third quarter of fiscal 2026 and two after the quarter ended. The three agreements it signed last quarter will help it generate at least $42 billion in revenue.
Sandisk management also remarked that it expects to "conclude additional agreements over the next few months," and the reported Meta deal suggests that it is indeed making progress on this front.
The long-term agreements should ensure more upside for Sandisk investors Sandisk stock has skyrocketed 538% in 2026, as of this writing. The multi-year agreements suggest that further upside could be in the cards. The $42 billion revenue pipeline that Sandisk disclosed last quarter is well above the company's trailing-twelve-month revenue of $13.2 billion. Moreover, it hasn't disclosed the value of the two other deals it closed after the year ended.
Moreover, the additional contracts that Sandisk expects to land, including the one with Meta, should help increase its revenue pipeline. Another important point worth noting is that Sandisk has included a variable pricing rider in these long-term agreements, which will help it "capture upside if prices rise."
As the memory shortage is poised to continue, there is a strong likelihood of Sandisk benefiting from higher prices. That's why analysts have been boosting their earnings expectations from Sandisk.
Data by YCharts
With the stock trading at just 25 times forward earnings, it makes sense to buy it right away. After all, Sandisk's earnings reportedly jumped by a whopping 2,124% in the recently concluded fiscal 2026 to $66.51 per share. The chart above indicates that its bottom line is poised to grow further. If Sandisk's earnings indeed reach $232.88 per share in a couple of years and it trades at even 20 times earnings, a small discount to the S&P 500 index's forward earnings multiple of 21.7, its stock price could reach $4,657.
That's a potential jump of 2.6x from current levels, indicating that it isn't too late for investors to buy this high-flying growth stock.
Second-quarter earnings season is ramping up with the third week of July slated to bring some high-profile reports, including one from Elon Musk’s Tesla, Inc. (TSLA). The electric vehicle giant is scheduled to deliver its latest batch of quarterly results on Wednesday, July 22, after the close of U.S. markets.
Earnings reports are often opportune times for short-term traders to consider inverse and leveraged ETFs. When it comes to Tesla, the Direxion Daily TSLA Bull 2X Shares (TSLL) and the Direxion Daily TSLA Bear 1X Shares (TSLS) are the funds to evaluate. TSLL attempts to deliver 200% of the daily performance of the widely followed automotive stock. Conversely, TSLS targets the daily inverse performance of Tesla shares, offering a tactical tool for bearish traders.
With solid second-quarter deliveries already priced into Tesla stock, traders are looking ahead to other catalysts, such as free cash flow.
“We will pay close attention to Tesla’s free cash flow metrics as the company begins a heavy capital expenditure investment cycle to build the infrastructure required for its real-world artificial intelligence products,” noted Morningstar’s Seth Goldstein.
More Catalysts to Consider Other variables that could jolt either TSLL or TSLS — assuming they’re included in Tesla’s post-earnings commentary — are robotaxi rollouts and updates on the Optimus robotics endeavor.
“We will also be watching for an update on Tesla’s robotaxi rollout plans. We will look to hear management’s expansion plans, as well as an update on the robotaxi-dedicated Cybercab, which entered production,” said Goldstein.
Optimus is one subject that legitimately has the potential to put either TSLL or TSLS into play. Investor interest in humanoid robotics is surging, especially now as China accelerates its robot production beyond previous expectations.
“We view the project as a large long-term growth driver for Tesla, as it could eventually perform many tasks and be purchased by both businesses and consumers,” observed Goldstein.
Comments on profit margins and updates on cheaper Tesla models could also spark big moves in TSLL and TSLS post-earnings.
“As Tesla ramps up production of its new, lower-priced Model Y and Model 3 vehicles, we expect automotive gross margins, excluding credits, to be in the high teens, slightly below management’s long-term goal of 20%,” concluded Goldstein. “In the long term, we assume Tesla will deliver around 2.8 million vehicles per year by 2030, driven by the adoption of full self-driving software and the more affordable versions of the Model Y and Model 3.”
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Tesla Inc. (NASDAQ:TSLA) shares are in the spotlight as earnings, analyst activity and interesting technicals converge.
Tesla stock is showing weakness. Why is TSLA stock retreating? Earnings History & What To ExpectTesla is scheduled to report second-quarter earnings on July 22. Tesla is expected to post earnings per share of 44 cents and revenue of $25.24 billion. In the most recent quarter, Tesla reported earnings per share of $0.41, beating estimates of $0.30 by 0.37%. Revenue came in at $22.39 billion, exceeding the estimate of $22.17 billion by 0.01%.
Over the last 4 quarters, Tesla has averaged an EPS surprise of 0.19% and a revenue surprise of 0.02%.
Investors should watch automotive gross margin excluding credits, along with operating margin, for evidence that revenue growth is translating into real operating leverage — recent earnings beats have leaned more on profitability improvements than outsized revenue surprises.
FSD and software-related revenue signals, including deferred revenue movement, services growth, and any commentary on take-rate, will also be closely watched, since much of Tesla’s valuation still hinges on a broader software ramp. Delivery volumes and pricing commentary should also offer clues on demand elasticity, since volume growth without pricing power could keep EPS capped even if revenue reaches the $25.24 billion target.
Analyst Consensus & Recent Actions The stock carries a Buy Rating with an average price target of $405.70. Notable recent moves include:
Morgan Stanley: Equal-Weight (Raised Target from $415.00 to $417.00) (July 14) Barclays: Equal-Weight (Raised Target from $360.00 to $370.00) (July 14) Wells Fargo: Underweight (Raised Target from $125.00 to $130.00) (July 14) A Bearish Tilt, But Not A BreakdownTesla is trading below all of its major trend gauges, sitting 3.6% under the 20-day SMA ($398.63), 6.2% below the 50-day SMA ($409.97), and 7.9% below the 200-day SMA ($417.36). That alignment keeps the intermediate trend tilted bearish, especially with the 20-day SMA below the 50-day SMA and the death cross (50-day below 200-day) that formed in April still in place.
Momentum is best framed through RSI, which is at 46.28—neutral, but leaning soft and consistent with a market that’s not showing strong upside pressure. RSI measures how "stretched" a move is, and a mid-40s reading typically signals choppy, two-sided trade rather than a clean trend day.
Key Resistance: $433.00 — a round-number area that can act as an overhead pivot where rebounds may stall Key Support: $380.00 — a nearby round-number level close to current trade where buyers may try to defend the pullback From a longer-term perspective, the stock is still up 22.43% over the past 12 months, but the more recent structure has been weaker after a swing low in April and a swing high in May. Traders will be watching whether price can hold the $380.00 area; losing it cleanly would keep the focus on downside follow-through, while reclaiming the 20-day/100-day area would be an early sign the tape is stabilizing.
Tesla Shares Edge LowerTSLA Price Action: At the time of publication, Tesla shares are trading 1.63% lower at $384.68, according to data from Benzinga Pro.
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You can buy Tesla (TSLA 2.29%) stock now, in the next trading session, or after quarterly earnings results are released on Wednesday, July 22. The main difference comes down to whether you think there's likely to be a catalyst in the results or presentations that could drive the stock higher after the results are announced.
Tesla's electric vehicle deliveries are growing again Tesla releases its delivery numbers at the start of each quarter, and as investors already know, it blew past expectations with 480,126 electric vehicle (EV) deliveries. Automotive revenue still makes up roughly three-quarters of Tesla's revenue, and based on historical numbers, Tesla's average revenue per unit (ARPU) for EVs is likely in the $42,000 to $43,000 range. Therefore, automotive revenue will probably be in the $20.1 billion to $20.7 billion range.
Image source: The Motley Fool.
The midpoint of the range implies a 22% increase on the $16.67 billion reported in the same quarter of 2025. Whichever way you look at it, Tesla is growing its EV deliveries again, which helps confirm that the slowdown in the first half of 2025 really did come down to the Model Y refresh.
What investors need to look out for That said, the key to the investment case is Tesla's future stream of recurring income from full self-driving (FSD) software, Optimus robot-as-a-service revenue, and robotaxi revenue from its own fleet or a third-party robotaxi platform fee.
Consequently, every earnings presentation and earnings call is usually viewed as a kind of report card on the long-term development of Robotaxi and Optimus, in the context of publicly available developments in the quarter. Based on Tesla's last earnings call, it's hard to see the company saying anything revolutionary during the upcoming one.
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Optimus and robotaxi On Optimus, CEO Elon Musk said low-volume production would begin in the "late July/August" time frame, with the unveiling event taking place around then. Clearly, there's potential for Tesla to make a splash by announcing this, but it would merely confirm what management has already said.
Turning to robotaxis, while it's exciting to monitor the rollout, the reality is that an increase of a few robotaxis here or there, or an additional city (Miami was added in July), won't make a marginal difference to what really matters.
On the last earnings call, Musk said:
"It's not going to make sense for us to deploy unsupervised FSD or Robotaxi large scale when we know that there are major architectural improvements to the software that can improve safety."
Those improvements will come with the release of v15 FSD, which will be a "complete overhaul of the software architecture" and will take safety to "another level." He also noted that v15 would "hopefully" be available this year, "but certainly by early next year."
Image source: The White House.
What to expect from Tesla's earnings presentations We pretty much know the key numbers based on the delivery data. On Optimus, confirmation of production starting/growing and an unveiling announcement would be good. However, the key question is the timeline for v15 development, because there won't be a robotaxi ramp without it.
All told, while Tesla remains an attractive stock for long-term investors, it's hard to see the company making any game-changing announcements on Optimus or robotaxi/v15 during the upcoming earnings presentations. In other words, if you like the stock, there's no need to rush to buy it before the earnings report.
Major tech companies are under pressure in early Friday pre-market trading.
TSLA Technical Analysis
The Tesla daily chart shows price sliding toward the $383 support region after a year of sideways action. Source: TradingView. Tesla looks like it’s going to gap to the downside at the open on Friday as we continue to see risk appetite a little bit threatened by the conflict in the Middle East. And of course, we are approaching earnings season, so it’ll be interesting to see how that plays out.
Tesla has earnings next Wednesday and now finds itself threatening the $383 region, an area that’s been important multiple times in the past. It’ll be interesting to see if there’s any type of pushback here from the buyers. All things being equal, the market has been somewhat sideways for the better part of a year as we are just trying to figure out where to go next.
SPCX Technical Analysis
The SpaceX daily chart shows a steep, uninterrupted slide from its debut high, with no established support yet. Source: TradingView. SpaceX looks very weak early during the trading session on Friday, as we are looking at a gap lower to continue the bloodbath that has been a major factor here. The bottom cannot really be quantified yet because there is no historical price action. One thing is for certain: there are people out there who would love to own this company, but finding the right price is the catch. After all, it is an extraordinarily risky business, and we do not get an earnings call or any guidance until the 6th of August.
With that being said, this is one that is worth watching. It could be a generational investment; we just don’t know. Certainly, it’s a very exciting field, but as things stand right now, it looks like nobody’s willing to pay some of the original exorbitant prices, and as a result, it’s a matter of patience.
The Meta daily chart shows price pulling back from $690 resistance, with the 200-day EMA at $632 the next test. Source: TradingView. Meta looks like it’s going to gap lower at the open on Friday as traders continue to send this market back and forth. The 200-day EMA sits at $632. Meta has been pretty sideways for several months as well. Got a little stretched, looks like it’s giving some of that back.
There are concerns about the global economy and, of course, the tech trade in general. The earnings call is on the 29th, so we have a little bit of time between now and then to fill the gap. We would have to test that 200-day EMA. So who knows, that could be an area where people are willing to get involved. This is a market that continues to see a lot of resistance near $690, which is basically where we’re rolling back from this time as well.
If you’d like to know more about technical analysis and how traders use it, please visit our educational area.
BENSALEM, Pa.--(BUSINESS WIRE)--Law Offices of Howard G. Smith announces an investigation on behalf of Alphabet Inc. (“Alphabet” or the “Company”) (NASDAQ: GOOG) investors concerning the Company's possible violations of federal securities laws.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ALPHABET INC. (GOOG), CONTACT THE LAW OFFICES OF HOWARD G. SMITH ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at howard.
Google parent Alphabet is set to report earnings after the closing bell on Wednesday, with traders anticipating a sizable move from the tech giant's stock.
Google Delays Gemini 3.5 Pro ReleaseBloomberg’s reporting points to organizational sprawl as a root cause — separate teams within DeepMind, Cloud, Android, and Search are each building AI coding tools in parallel, resulting in duplicated work and slower decision-making. Updated training data intended to boost Gemini’s coding ability reportedly hasn’t closed the gap, even as competing labs continue pushing out stronger models.
Google Pushes Back on Delay ClaimsA Google spokesperson pushed back on the characterization of the timeline in a statement to Bloomberg: “We’re shipping quickly across a wide range of models while keeping them highly cost-effective for customers. We’re currently testing 3.5 Pro, an upgraded Flash model, and other models with partners, and we’re productively engaged with the US government on model testing and broader frameworks.”
Alphabet Shares FallGOOG Price Action: At the time of publication, Alphabet shares are trading 2.66% lower at $344.40, according to data from Benzinga Pro.
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Amazon stock has struggled to keep pace with the broader market this year as investor sentiment toward hyperscalers has cooled. AMZN is up about 8% year to date and just 10% over the past 12 months, lagging many large-cap peers.
However, the stock could regain momentum later this year if investors rotate back into hyperscalers amid renewed optimism about AI spending, cloud growth, and earnings.
AMZN stock price has underperformed the market this year as investors remained concerned about its spending and whether it will achieve a return on investment (ROI).
The company has been spending billions of dollars in data centers. It plans to spend over $200 billion this year, a figure that may continue growing as memory, servers, and chip prices surge.
The next key catalyst for the company is its earnings, which are expected to come out on July 30th. These earnings will provide an overview of how its business performed last quarter, and whether its cloud business is still growing.
The last financial results showed that its sales jumped by 17% in the first quarter to $181 billion. Excluding its forex benefits, the company’s sales rose by 15% from the same period last year.
By segment, is international sales rose by 19%, while AWS jumped by 28% to $37.8 billion. Its North America segment jumped by 12% to $104 billion, as retail spending growth continued.
Most notably, despite its strong spending, Amazon’s operating income rose to over $23.9 billion, with AWS leading the pack with $14.2 billion. However, the key blemish in the report was its free cash flow, which plunged to $1.2 billion in the trailing twelve months as it boosted its spending.
There were a few notable statements in the report. For one, the company’s chip business, which is made up of Graviton, Terranium, and Nitro, made $20 billion in annual revenue run rate. It also inked a deal with OpenAI to consumer about 2 GW of Tranium capacity.
The upcoming earnings report is expected to show that revenue jumped by 16.8% in the second quarter to over $195 billion. Notably, the IWS division is expected to grow by about 25% as the company’s market share in the cloud computing sector remains.
For the year, the company’s revenue is expected to grow by 15% to $823 billion, followed by $930 billion next year.
There are signs that the company has become highly overvalued, with the forward price-to-earnings ratio hitting 29. Its multiple is much higher than the sector median of 15.
Most Wall Street analysts remain bullish on Amazon stock. The average price target is $312, implying about 25% upside from the current level. Among the most optimistic forecasts, KeyCorp has a $335 target.
Meanwhile, Wedbush, Citigroup, and Citizens maintain Outperform, Buy, and Market Outperform ratings, respectively, reflecting continued confidence in the company's long-term growth prospects.
READ MORE: Is Big Tech's $725B AI splurge being funded by mass layoffs?
AMZN stock chart | Source: TradingView
The daily chart shows that the AMZN stock has crawled back in the past few days, moving from a low of $225 earlier this month to the current $250. It has already crossed the 50-day and 100-day moving average and formed an inverted head-and-shoulders pattern.
It is also hovering around the 23.6% Fibonacci Retracement level. Therefore, the stock will likely bounce back in the near term as investors start rotating from memory and semiconductor companies to hyperscalers. If this happens, the next key target to watch will be the year-to-date high of $278.
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.
A Zoox robotaxi operates on the streets of downtown Austin, Texas, U.S., March 31, 2026. REUTERS/Joel Angel Juarez Purchase Licensing Rights, opens new tab
CompaniesWASHINGTON, July 17 (Reuters) - Amazon.com (AMZN.O), opens new tab self-driving car unit Zoox said Friday it will recall its fleet of 105 autonomous vehicles because they may not detect heavy smoke and could impede emergency personnel.
Last week, the top U.S. auto safety official said self-driving car companies must quickly address a "clear pattern" of driverless vehicles interfering with law enforcement and other first responders that had raised significant safety concerns.
The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here.
Zoox said Friday that on June 20 an unoccupied Zoox autonomous vehicle encountered heavy smoke that obscured an active emergency fire scene. The Zoox vehicle entered the scene, then braked hard while attempting to steer away before coming to a stop.
The Zoox vehicle under teleguidance reversed after which first responders placed traffic cones at the scene blocking two of the three lanes. Zoox said the software update enhances existing capability of detecting and responding to heavy smoke.
Jonathan Morrison, who heads the U.S. vehicle regulatory agency, said in a letter to AV companies that NHTSA has documented multiple instances of robotaxis driving into active emergency scenes, and other incidents when the vehicles "blocked the paths of ambulances and firefighters, or failed to recognize and respond to basic safety conditions like flashing lights, flares, smoke, fire, and traffic cones."
NHTSA said it would schedule meetings with vehicle developers by the end of the month to solicit solutions. "An AV that cannot safely interact with first responders is a danger to the general public," the letter said.
Local media in Texas reported a Waymo (GOOGL.O), opens new tab self-driving vehicle in Dallas in late May partially blocked a route fire trucks were using to get to an apartment building on fire.
Other videos have shown Waymo vehicles blocking an ambulance and driving through an active police scene.
Both NHTSA and the National Transportation Safety Board are investigating separate incidents involving Waymo self-driving vehicles, including vehicles passing stopped school buses with their lights activated in violation of Texas state law.
Reporting by David Shepardson; Editing by Susan Fenton and Chizu Nomiyama
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Shares of Advanced Micro Devices, Inc. (AMD) up 4,672% since 1992’s initial outlier inflow.
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AMD sells semiconductors, software, and tools for many technology applications, as its AI-related solutions for data centers remain in heavy demand. The company’s first-quarter fiscal 2026 report showed revenue of $10.3 billion (a 38% year-over-year gain), per-share earnings of $2.67 (a 163.5% sequential rise), and raised the outlook for data center products. AMD reports again on Aug. 4.
No wonder AMD shares are up 134% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Institutions Buy AMD in Bursts Institutional volumes reveal plenty. In the last year, AMD has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in AMD shares. They reflect our proprietary inflow signal, pushing the stock higher:
AMD was bought by institutions in six out of the seven days ranging April 16-24; shares are up 80% since then. Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with AMD.
AMD Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, AMD has had strong sales and earnings growth:
Also, EPS is estimated to ramp higher this year by +80.6%.
Now it makes sense why the stock has been generating Big Money interest. AMD has a track record of strong financial performance.
Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.
AMD has been a top-rated stock at MoneyFlows for years. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.
It’s had 90 institutional outlier inflow signals overall and is up 4,672% since the first one in 1992. The blue bars below show when AMD was a top pick in the last five years…Big Money keeps buying:
The last five years of institutional outlier inflows sent shares from roughly $100 to over $500. Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.
This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.
AMD Price Prediction The AMD action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.
Disclosure: the author holds no position in AMD at the time of publication.
If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.
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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.
Advanced Micro Devices (AMD 4.43%) is pushing AI compute closer to the user, not just deeper into data centers. Its Ryzen AI, EPYC, Instinct, and ROCm strategy could give it exposure to both cloud infrastructure and local AI PCs, but execution risk remains high as Nvidia's software lead continues to shape the market.
*Stock prices used were the market prices of July 7, 2026. The video was published on July 15, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Advanced Micro Devices and Nvidia. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Although the company holds a sizable stake in Alphabet, much like his predecessor, Warren Buffett, current Berkshire Hathaway (BRKA +0.73%) (BRKB +1.71%) CEO Greg Abel isn't making any major, hyperaggressive bets on artificial intelligence (AI) technology.
He's certainly not unaware of the industry's rapid growth, though, and is making a point of preparing one of Berkshire's subsidiaries for what seems inevitable. That's soaring demand for the electricity that powers AI data centers.
The question is, will this meaningfully move the needle for Berkshire Hathaway and its shareholders?
Image source: Getty Images.
AI and energy is definitely on Abel's radar Given everything else happening that busy day, it would have been easy to miss. Nevertheless, as Abel commented during Berkshire's annual shareholder meeting in early May, "One of the core inputs to all those data centers -- hyperscalers -- associated with artificial intelligence is energy. Our businesses have that opportunity in front of them at Berkshire Hathaway Energy." He then added, "And yes, we're pursuing them."
Abel went on to point out that, unlike so many other players in the utility business, Berkshire Hathaway Energy is already sending 8% of its potential electricity production in Iowa, for instance, to the AI data center industry that's set up shop there. He goes on to suggest that this figure could grow by 50% (or more) over the next five years.
In other words, Berkshire's energy arm is already ready for what awaits.
But what does this opportunity practically mean for Berkshire Hathaway shareholders?
It takes some digging, but it's not a secret -- Berkshire's energy business added nearly $4 billion worth of earnings to the conglomerate's bottom line last year. That's roughly 10% of its total profits, excluding the ever-changing gains from its stock portfolio. That's not huge, but it's not insignificant either.
Data source: Berkshire Hathaway 2025 investor report.
For all the opportunity Abel says he sees on this front, however, it's not exactly a game changer.
AI takes a relatively small part of overall energy production There's no denying the utility industry as a whole wasn't -- and still isn't -- ready for the rapid growth in electricity demand driven by the proliferation of AI data centers.
In the grand scheme of things, though, it's not as if artificial intelligence is consuming the vast majority of the nation's produced power. Recent number crunching by Pew Research indicates that data centers accounted for only about 4% of the United States' total electricity generation in 2025. The rest is still being used by everything else and everyone else. Even Pew's forecast for a doubling of this consumption by 2030 would put the AI industry's portion of power consumption in the ballpark of 8%, which is still a small minority.
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So why all the angst? The capital-intensive utility business wasn't ready for any major surge in demand, having managed paper-thin differences between supply and consumption for decades.
More to the point for interested investors, while AI-driven energy demand is undeniably growing rapidly, it's growing from a small baseline. There's not enough whole-dollar opportunity here to consider it a core part of any bullish thesis for Berkshire Hathaway... at least not yet.
That doesn't mean Berkshire isn't a buy, though. If nothing else, the conglomerate remains an incredible cash cow, with a portfolio of great stocks.
Warren Buffett went on CNBC this morning and took personal credit for one of the more surprising moves in Berkshire Hathaway‘s (NYSE:BRK-B | BRK-B Price Prediction) recent history. Speaking with Becky Quick, the 95-year-old chairman said, “I initiated it” when asked about the conglomerate’s expanding stake in Alphabet (NASDAQ:GOOGL), offering his first public explanation of how Google’s parent became one of Berkshire’s largest technology holdings.
The remark resolves the question of whether new CEO Greg Abel or Buffett drove the pivot toward Big Tech, and it comes as Alphabet uses fresh capital, including a roughly $10 billion private placement from Berkshire earlier this year, to fund an AI infrastructure buildout that is straining even the largest hyperscalers’ cash flows.
The “Decider” Dynamic With Greg Abel Buffett announced he would step down in May of last year and formally handed the reins to Abel at the start of this year. That timing had led many to assume Abel authored the Alphabet position, which Berkshire first disclosed in Q3 2025 and has since expanded.
Buffett described the working arrangement plainly: “I am not doing anything that he doesn’t approve of. He’s not doing anything I don’t approve of. We talk all the time, but he is the decider,” referring to Abel. He also expressed regret over the delay, saying he “made a mistake” by not investing in Alphabet sooner, echoing his long-standing frustration at missing Google’s early rise despite seeing its advertising strength through Geico.
Even so, Buffett kept his enthusiasm measured. On Alphabet’s place in the portfolio, he said: “I would say that I don’t like it as well as at least four or five other businesses that we own.”
Berkshire’s Q1 2026 8-K, filed with the SEC on May 7, 2026, reported operating earnings of $11.35B and indicated that the company remained a net seller of equities. Berkshire shares trade around $500, up just under 1% year to date.
Why the $10 Billion Alphabet Placement Matters Alphabet is spending at a pace that reframes the tech capex conversation. Management guided to $175 billion to $185 billion in 2026 capital expenditures, and Q1 2026 capex more than doubled year over year to $35.67 billion. Google Cloud Q1 revenue reached $20.03 billion, up 63% year over year, with backlog nearly doubling quarter over quarter to more than $460 billion.
That backlog is the demand signal Buffett appears to be underwriting. He framed the competitive stakes directly: “The real question with Google and all of its competitors now, because they’re all laying out hundreds of billions, and that’s real money. That’s the game they’re playing now. They weren’t playing that game with computer software.”
Alphabet’s stock has responded to the disclosure and capex trajectory. Shares trade near $342.78, up 8% year-to-date and roughly 86% over the past year. The forward P/E sits around 25.
Berkshire as a Recurring Capital Partner? The forward question is whether the Alphabet placement is a one-off or a template. Berkshire ended Q1 2026 with a record $380 billion in cash. Hyperscalers are entering a phase in which AI-related capex is outpacing operating cash flow, creating an opportunity for large, patient private capital providers. Buffett’s other Big Tech position, Apple (NASDAQ:AAPL), was built entirely in the public market. The Alphabet deal is structured differently, and the “I initiated it” comment suggests Buffett himself sees value in being a preferred financing partner rather than just a market buyer.
For readers assembling a longer view of the portfolio’s next chapter, our 7 Warren Buffett Stocks to Buy Now briefing walks through which existing Berkshire holdings look most durable alongside the new tech tilt.
What to watch next: whether Berkshire’s next 13F expands the Alphabet position further, whether Abel signals appetite for similar structured deals with other hyperscalers, and how Alphabet’s AI monetization keeps pace with the capex line.
Aug. 4 is a major date for AMD (AMD 4.43%) and Nvidia (NVDA 3.10%) investors alike. It's when AMD reports second-quarter earnings, and it has major implications for both stocks.
It's possible that the two stocks could move in opposite directions after this announcement, and each group of investors (maybe you're invested in both stocks) needs to be prepared.
Image source: The Motley Fool.
AMD needs to blow expectations out of the water AMD is obviously the primary stock affected by its own earnings report, and it has a lot to prove this quarter. Wall Street analysts expect 47% revenue growth to $11.3 billion this quarter, up from $10.3 billion in Q1 when it posted 38% growth. However, meeting expectations likely won't be good enough for AMD. AMD's stock has been on an absolute tear in 2026. It's up more than 130% so far, with a vast majority of that rise coming during the past few months since it reported Q1 earnings. There are high expectations for AMD to deliver huge revenue and profit growth, and if AMD doesn't deliver, the stock could slip based on elevated expectations.
This is reflected in AMD's forward price-to-earnings (P/E) ratio, as it trades for almost 75 times forward earnings.
AMD PE Ratio (Forward) data by YCharts
That's a major premium for any stock, and AMD has high expectations to live up to. For the market to be satisfied with AMD's results, it will likely need to raise its forecast and blow current quarter expectations out of the water. Informing investors of GPU shipments to China would also be a huge boost. Lastly, AMD's profit margins need to expand. If investors receive bad news on any of these fronts, the stock could be ripe for a sell-off, as most big tech companies involved in the AI build-out trade for a maximum of about 30 times forward earnings.
There are a lot of things that need to go right for AMD, making the stock a bit precarious to invest in before it reports earnings.
Nvidia needs confirmation of demand In some ways, the market has become irrational in how it's treating AMD's and Nvidia's stocks. While AMD is valued at a major premium, Nvidia trades for a mere 24 times forward earnings. It's valued at this level despite growing much faster than AMD.
AMD Revenue (Quarterly YoY Growth) data by YCharts
That trend is expected to last through at least Q2, with analysts expecting nearly 100% growth from Nvidia during Q2. With Nvidia expected to grow at a faster pace, it may seem odd that it has the lower valuation, but that's how the market is pricing the stock. The primary concern with Nvidia's stock is what data center demand will look like during the next few years. If AMD posts strong results and indicates that AI hyperscalers are placing even more orders than expected, then Nvidia stock could skyrocket, because that's the demand confirmation the market has been waiting for.
We'll see what happens with these two stocks after AMD's announcement, but I think a bad quarter for AMD could sink both stocks, while an as-expected quarter could sink AMD but leave Nvidia's stock unaffected. Overall, I think Nvidia is the much better value here, and there is the potential for an even greater reward due to its cheaper valuation versus AMD's. Both are still worth following, but I think Nvidia is the only one worth investing in at this time due to its higher expected growth and a much lower valuation. AMD isn't a bad company by any means, but its stock has gotten far ahead of its business.
ATLANTA--(BUSINESS WIRE)---- $QMLS #NASDAQ--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced it has been approved as an NVIDIA Cloud Partner (NCP) within the NVIDIA Partner Network (NPN), reinforcing its ability to bring high-performance compute online quickly to meet growing customer demand. As an NVIDIA Cloud Partner, QumulusAI can work with AI-native companies, enterprises, and machine learning teams to deploy NVIDIA AI infrastructure for mod.
Shares of Nvidia (NASDAQ:NVDA | NVDA Price Prediction) have been looking for a big needle-moving catalyst for quite some time now. And while this year’s version of GTC was absolutely packed, with some intriguing surprises, nothing was quite enough to charge a breakout. Just when Nvidia finally broke past its ceiling of resistance, the semiconductor trade got slapped with some pretty nasty turbulence.
With a brutal technical setup for the semis and growing odds of an interest rate hike (maybe two), courtesy of new Fed chair Kevin Warsh, it’s looking like investors who are up big and in a rush to book their gains before the latest dip into a bear market has the chance to get worse.
Of course, past plunges were met with V-shaped bounces, but, after several failed attempts to climb back, it’s finally looking like things are ready to roll over. With Nvidia pulling the curtain on a new AI model named Cosmos 3 Edge, the GPU titan looks ready to make a massive leap into the realm of physical AI and robotics.
Indeed, Nvidia’s new AI model isn’t just another large language model (LLM); it’s a generative world foundation model (WFM), and one that looks seriously impressive and perhaps underestimated by a market that’s selling anything tied to chips indiscriminately. Of course, time will tell how long it takes for Nvidia’s latest world model to nudge the shares higher. For the bulls, I think a semi sell-off, one that drags down Nvidia, could open a window to buy at a discount, the likes of which hasn’t been seen in shares in some number of years.
Physical AI is coming, and it might hold the next “ChatGPT moment” We’ve heard Nvidia’s CEO Jensen Huang talk up the physical AI opportunity before and how it could be in for a “ChatGPT moment,” so to speak. In my view, Cosmos 3 Edge is a big deal, as the company looks to power into an entirely different kind of market while most investors are buying into an AI bubble thesis, viewing Nvidia as a peaking cyclical whose best days are numbered, rather than a firm that’s already ready to move onto the next big thing.
In a past piece, I highlighted Nvidia’s efforts on tailoring its chips for the age of orbital data centers. And while it’s hard to grasp how big that opportunity is, I do think that physical AI stands out as much timelier.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Of course, it’s hard to make sense of what Jensen Huang’s up to in Japan as he meets up with the nation’s brightest minds in AI and robotics.
As a growing number of firms, including Apple (NASDAQ:AAPL), which has a rumored desktop robot in the works, take robotics seriously, I do think that analysts will have every reason to revisit the drawing board, perhaps with major upside revisions as we all gain a better grasp of what the earlier days of the rise of physical AI and robotics entails, not only at the warehouse but in the home.
What makes Cosmos 3 such a standout, in my view, is its profoundly impressive next-frame prediction, its absurd speed of adaptation, and, perhaps most exciting, its open-source nature, which could make Nvidia’s models the foundation that future robotics innovators build off of.
The bottom line Whenever robots take off, Nvidia’s ecosystem looks like it’ll be hard to top, especially given that rapid frame prediction and adaptation are key question marks standing in the way of broader adoption. As Jensen Huang collaborates with leading innovators in Japan, my bet is that Nvidia is poised to get a considerable second wind in the next two to four years.
The timeline of physical AI’s ascent is uncertain, but if you believe Jensen Huang, I do think that the shares look too cheap, especially if physical AI and the Cosmos platform wind up being the next big catalyst.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Apple is within striking distance of overtaking Nvidia as the world's most valuable company, a milestone that would reshuffle the ranks of tech heavyweights as investors reassess the outlook for AI.
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
Considering buying MMM stock? Here’s what analysts think:
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Ahead of the bell Wall Street looks set to be headed for the red with US stock futures falling on Friday, leaving the major indices on course for weekly losses as the semiconductor sell-off rolled on.
Dow Jones futures slipped 0.6%, and S&P 500 contracts dropped around 0.8%.
Nasdaq-100 futures were the weakest, down about 1.6%, after a soft Wall Street session and the launch of the world's most powerful open AI model by China's Moonshot.
Netflix shed more than 10% in premarket trading after third-quarter revenue guidance fell short, with the streaming group pointing to a "dynamic and competitive" entertainment landscape.
The tech-led rally from March lows has stalled as investors question the scale of corporate spending on artificial intelligence.
The PHLX Semiconductor Index tumbled over 4% on Thursday, and Japan's Nikkei 225 followed with a 4% fall.
Truist Financial and Fifth Third Bancorp (NASDAQ:FITB) close out the week's earnings, alongside the University of Michigan consumer sentiment reading.
8am: Wall Street futures lower as tech rout spreads Wall Street looked set for a sharply weaker open on Friday as a global sell-off in semiconductor stocks gathered pace, with disappointing corporate earnings adding to the risk-off mood.
Futures pointed to the Nasdaq opening around 1.5% lower, while the S&P 500 was called down 0.8% and the Dow Jones Industrial Average 0.6% lower.
Chipmakers also led Thursday's retreat, sending the Nasdaq down 1.5%, while the S&P 500 fell 0.5% and the Dow slipped 0.2%.
"We're seeing a bit of a shakeout in markets led by semiconductor stocks," said Saxo Markets analyst Neil Wilson. "Asia took the cue from a sharp fall on Wall Street, with the Nikkei 225 down 4%, while the Kospi would have been rattled had it not been for a holiday."
The sell-off gathered momentum after results from Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) failed to reassure investors about lofty AI-related valuations. Shares in TSMC dropped 7% in Taiwan, dragging the broader chip sector lower.
The Philadelphia Semiconductor Index is now down more than 8% this week, leaving it on the brink of bear market territory. Memory-chip makers SanDisk and Western Digital each fell more than 9%, while Micron, Intel, Broadcom and AMD all lost over 5%. Alphabet also shed 4% after reports suggested its Gemini 3.5 Pro AI model had been delayed by several months.
Pressure on futures intensified before the opening bell after Netflix Inc (NASDAQ:NFLX, XETRA:NFC) slumped almost 10% in pre-market trading. Although the streaming giant narrowly beat earnings forecasts, second-quarter revenue came in slightly below Wall Street expectations, disappointing investors.
"Netflix disappointments are on their way to becoming a regular series rather than just a one-off event – with this latest let-down following hot on the heels of poorly received first-quarter numbers," commented AJ Bell investment director Russ Mould.
Netflix delivered Q2 results in line with its own guidance, but shares fell 8% as guidance came in below analysts' estimates. I maintain a cautious Buy rating: NFLX's valuation is attractive at ~23.3x forward P/E, profitability is high, and the buyback program can make a positive impact. Slowing view hours growth (2% H1 2026) and weak technical momentum temper enthusiasm, warranting measured position sizing.
Netflix stock is testing lower boundaries. What’s pressuring NFLX? Q2 EPS Beats, Revenue Falls ShortNetflix posted second-quarter earnings per share of 80 cents, beating the consensus estimate of 79 cents. Meanwhile, the company reported revenue of $12.56 billion, missing the consensus estimate of $12.58 billion.
Revenue grew 13% year-over-year, with UCAN (U.S. and Canada) contributing $5.43 billion, up 10%; EMEA at $4.03 billion, up 14%; LATAM at $1.58 billion, up 21%; and APAC at $1.51 billion, up 16%. The company said revenue was solid and that it remains on track to meet its objectives for the year.
Netflix highlighted strong member engagement, with view hours up 2% year-over-year in the first half of 2026 despite tough comparisons against the Winter Olympics and World Cup.
Advertising remains a key growth driver, with Netflix on track to generate more than $3 billion in ad-related revenue for 2026.
Q3 and FY Guidance Below StreetNetflix expects third-quarter revenue of $12.86 billion, versus the consensus estimate of $13.00 billion. Netflix anticipates GAAP earnings per share of of 82 cents, versus the consensus estimate of 84 cents.
The company narrowed its fiscal-year revenue guidance from between $50.70 billion and $51.70 billion to between $51.00 billion and $51.40 billion, versus the consensus estimate of $51.40 billion.
The stock’s decline appears tied to the revenue miss in the quarter, combined with third-quarter guidance and narrowed full-year guidance both coming in below Street estimates.
Netflix Shares FallNFLX Price Action: At the time of publication, Netflix shares are trading 11.31% lower at $65.93, according to data from Benzinga Pro.
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This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Eric Clark, Accuvest Global Advisors CIO, reacts to Netflix's earnings report and discusses the future for streaming platforms. Bloomberg's Geetha Ranganathan also joins to talk about the future of Netflix after it recording its second consecutive quarter of slowing growth sales.
Netflix Inc. (NASDAQ:NFLX) on Thursday reported mixed second-quarter financial results and issued weak guidance for the third quarter.
Netflix reported second-quarter revenue of $12.56, up 13% year-over-year. The revenue total missed a Street estimate of $12.59 billion, according to data from Benzinga Pro. Second-quarter earnings of 80 cents per share beat a Street consensus estimate of 79 cents per share.
Netflix is guiding for third-quarter revenue of $12.86 billion, up 12% year-over-year. The company said the quarter is expected to see growth in memberships, pricing and advertising revenue. The Street estimate for third-quarter revenue is $13.01 billion. Third-quarter earnings per share are expected to be 82 cents versus a Street estimate of 84 cents.
Netflix narrowed its full-year revenue guidance from a prior range of $50.70 billion to $51.70 billion to a new range of $51.00 billion to $51.40 billion. The Street estimate is $51.41 billion.
Netflix shares fell 11.2% to $66.06 in pre-market trading.
These analysts made changes to their price targets on Netflix following earnings announcement.
Pivotal Research analyst Jeffrey Wlodarczak maintained the stock with a Hold and lowered the price target from $96 to $70. Bernstein analyst Laurent Yoon maintained the stock with an Outperform rating and cut the price target from $100 to $95. Considering buying NFLX stock? Here’s what analysts think:
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NFLX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Is Netflix Inc (NASDAQ:NFLX, XETRA:NFC)'s growth story losing momentum?
If Friday's market reaction is any indication, the answer is yes. Shares opened nearly 12% lower after the streaming giant missed second-quarter revenue estimates and guided below Street expectations for the third quarter, the clearest sign yet that its post-password-crackdown growth spurt is fading.
The company narrowly missed on revenue, posting $12.56 billion against Wall Street's $12.59 billion forecast, even as membership gains, price hikes and ad sales all moved in the right direction.
What spooked investors was the outlook: third-quarter revenue guidance of 11% constant-currency growth came in below the Street's 12% call, and full-year guidance was narrowed rather than raised.
Netflix now expects 2026 revenue of $51 billion to $51.4 billion, growth of 13% to 14%, with a 31.5% operating margin and roughly $12.5 billion in free cash flow. For the third quarter, it guided to revenue of $12.86 billion, a 33.2% operating margin and earnings per share of $0.82.
The quarter itself was solid by most measures. Operating income of $4.19 billion beat consensus, and the 33.4% operating margin came in ahead of guidance despite slipping about 70 basis points from a year earlier. Diluted earnings per share rose 11% to $0.80, also topping guidance. Free cash flow was the soft spot, falling to $1.5 billion from $2.2 billion a year ago, which the company linked in part to higher cash taxes tied to the Warner Bros. termination fee.
The bigger story for investors is engagement, long the central point of contention in the bear case on Netflix. First-half viewing hours grew about 2% year-over-year, an improvement from 1.4% growth in the second half of 2025, according to Wedbush. But Netflix simultaneously announced it will cut its viewing-hours disclosure from twice a year to once annually starting in 2027, a move that drew scrutiny given the timing.
Jefferies noted the shift differs from Netflix's 2024 decision to stop reporting subscriber additions, which came from a position of strength. This time, the firm said, the change arrives while engagement "remains an active debate and a key overhang on the stock."
Kathleen Brooks, research director at XTB, framed the results as evidence of Netflix's “naturally maturing growth profile," pointing out the company is 28 years old and now faces intensifying competition.
“Investors are not impressed by Netflix’s big push into advertising and video games. This seems like a move back towards the legacy TV model, and far from the innovative tech giant that Netflix was once heralded as,” Brooks said.
Netflix shares are down 21% year-to-date, Brooks noted, and Friday's move suggests "the sell off is not over yet."
Wall Street's reaction split along familiar lines. Wedbush reiterated an Outperform rating but cut its price target to $105 from $118, arguing the reaccelerating engagement numbers support its long-term thesis that advertising, games, podcasts and eventual performance marketing will drive materially higher profit and free cash flow, even if it takes longer than expected.
The firm pointed to Netflix's advertising revenue, still on track to roughly double to about $3 billion in 2026, and a record $4.7 billion buyback in the quarter, the largest in company history.
Jefferies was more cautious, keeping its Buy rating but slashing its price target to $90 from $110. The firm said the soft third-quarter guidance raises doubts about Netflix's ability to hit its 2030 revenue target of $78 billion to $80 billion, which implies an 11.5% compound annual growth rate from the midpoint of current guidance. It also flagged that technology and development expenses grew 22% year-over-year in the quarter, outpacing revenue growth and pressuring margins. Jefferies said it is watching for strategic moves, such as a free tier or live TV partnerships, that could give Netflix a new growth lever.
Whether Netflix can find that next growth lever may determine how the rest of the sector's earnings season plays out. “Usually Netflix is seen as the start of tech earnings season,” Brooks said. “This market reaction is not a good omen.”
Netflix (NASDAQ:NFLX | NFLX Price Prediction) shares are down 11% to $65 and change in early Friday trading after the streaming giant reported second-quarter results and issued a Q3 outlook that fell short of Wall Street expectations.
The reaction is notable given the setup. Netflix stock had already been under pressure heading into the print, and the guide-down has amplified a narrative shift that analysts are calling a loss of momentum.
Guidance Miss Overshadows a Clean Q2 Netflix’s Q2 2026 numbers were fine on the surface. The company reported revenue of $12.56 billion, up 13% year over year (YoY) and just shy of the $12.58 billion consensus, with growth decelerating from 16% in Q1 2026. The company’s Q2 EPS came in at $0.80, beating the $0.79 estimate.
The selloff is about the outlook. Netflix guided Q3 revenue to $12.86 billion versus the Street’s $13 billion, and Q3 EPS to $0.82 versus $0.84 expected. The company’s full-year 2026 revenue guidance of $51 to $51.4 billion was largely in line. Netflix’s free cash flow fell to $1.5 billion from $2.3 billion, weighed down by higher cash taxes tied in part to a $2.8 billion breakup fee Paramount Skydance (NASDAQ:PSKY) paid Netflix related to the Warner Bros. Discovery (NASDAQ:WBD) bid Netflix walked away from.
Analysts Warn Netflix Is “Losing Narrative Control” The analyst desk moved fast. Barclays cut its NFLX stock price target to $80 from $85 (Equal Weight), saying Netflix is “losing narrative control” as investors question the durability of its growth. Pivotal Research cut to $70 from $96 (Hold), and TD Cowen cut to $100 from $112 (Buy). Bloomberg Intelligence’s Geetha Ranganathan described “some kind of slowdown.”
Adding to the credibility strain, Netflix disclosed it will report engagement metrics only once a year starting in 2027, down from twice a year, which analysts called “not a great look.” Co-CEO Greg Peters framed the shift by stating that “not all hours are created equal” when discussing view hours. Netflix’s U.S. and Canada revenue growth also decelerated to 10%, and a short-form content push launches August 3.
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Bull and Bear on Netflix The bull case still has legs. Netflix beat on Q2 EPS, absolute revenue growth remains healthy, and management sees the ad business doubling to $3 billion in 2026. Pricing power and a large untapped addressable market support the long-term thesis, and r/wallstreetbets sentiment scored 88 (Very Bullish), with dip-buyers active.
The bear case for Netflix is decelerating growth, soft guidance, reduced disclosure optics, and lower free cash flow. Investors should consider keeping their NFLX stock position sizes modest given the volatility.
Peers Little Changed as Read-Through Cuts Both Ways This is largely a Netflix-specific story, and peer action reflects that. Walt Disney (NYSE:DIS) shares are little changed this morning, with Disney stock down 12% year to date. Warner Bros. Discovery shares are also flat, with WBD stock up 117% over the past year. Paramount Skydance shares are flat too. PSKY sits on the story because of the $2.8 billion breakup fee it paid Netflix. Meanwhile, Spotify shares are down 3% on Friday morning. If anything, Netflix flagging competition as a headwind can cut in favor of Disney+, Warner Bros. Discovery’s HBO Max, and Paramount+.
For diversified exposure, the Communication Services Select Sector SPDR Fund (NYSE ARCA:XLC) holds Netflix at 5% and Disney at 5%, but the ETF is dominated by Meta Platforms (NASDAQ:META) (20%) and Alphabet (NASDAQ:GOOGL) (NASDAQ:GOOG) (11% GOOGL and 9% GOOG). It behaves more like a big-tech-communications fund than a streaming play, and single-sector concentration risk applies.
What to Watch Investors can watch for whether the 11% gap fills or extends into the close. Key upcoming catalysts include U.S. upfront advertising negotiations, the August 3 short-form launch, and refinancing of $1 billion of debt maturing later in 2026. The Q3 print will be the next real test of whether Netflix can reclaim the growth narrative.
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