Amazon (AMZN 1.92%) has been one of the best-performing stocks ever on the market, but it's not so hot right now. It's underperforming the S&P 500 with a 7% year-to-date increase, right smack in the middle of the "Magnificent Seven" stocks.
One Wall Street analyst sees Amazon stock gaining 50% over the next 12 months. If that were to happen, Amazon would reach $4 trillion in total value. Here's how it could work.
Opportunities in AI Amazon's biggest opportunities today are in artificial intelligence (AI). It was in a position to harness the opportunity when AI exploded almost four years ago, since its cloud services company, Amazon Web Services (AWS), is the largest of its kind, accounting for nearly 30% of the global market, according to Statista.
Image source: Amazon.
This business is growing at the rate of an AI upstart, which is basically what it is. However, it's leveraging Amazon's backing and cash to get ahead.
Some examples of recent performance: Spending on Bedrock, AWS's signature AI building platform, increased 170% sequentially in the 2026 first quarter, and the number of developers using Kiro, AWS's agentic AI coding tool, more than doubled.
This trend is also driving growth into AWS as a whole, which had been slowing. AWS sales increased 28% year over year in the first quarter, the highest growth in 15 quarters, and on a base close to twice the size of what it was 15 quarters ago.
"We have never seen a technology grow as rapidly as AI," said CEO Andy Jassy.
Adventures in e-commerce and more The company's engine is still e-commerce, which represented more than 60% of total sales in the first quarter. Amazon accounts for more than 40% of all U.S. e-commerce, according to Statista, and the continued shift to online shopping benefits perhaps Amazon more than any other company in the world. Amazon recently overtook Walmart as the largest company in the world by sales, driven by the e-commerce machine.
E-commerce is still growing by double digits, and management is constantly improving the value proposition. It now reaches hundreds of markets with one-hour delivery, and 2,000 markets with three-hour delivery, and it's planning to have same-day delivery available in 4,500 U.S. cities by the end of the year.
Amazon continues to acquire smaller companies that support its businesses, and it's also rolling out its own new ventures. One project to watch is Amazon Leo, formerly Project Kuiper, which is a direct competitor of Space Exploration Technologies' Starlink business. It's just launching and much smaller than Starlink, but it has already made some important deals with companies including Delta Airlines, which will use it for in-flight Wi-Fi, and Apple, which will use it for Apple Watches and other products.
Can Amazon stock gain 50% by next year? Amazon has been demonstrating fine performance recently, and it has robust long-term opportunities. However, its performance hasn't been enough to quell market fears about AI overspending and failing to recoup its investments.
At the current price, Amazon trades at under 30 times trailing-12-month earnings, just off a 10-year low. That gives the stock some space to rise.
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For Amazon to reach $4 trillion, keeping the P/E ratio constant, net income would need to increase 50% over the next 12 months. It grew 31% in 2025, and 50% is possible but a high goal. However, if it grows 31% again in 2026, the stock could still gain 50% at a higher P/E ratio.
Management is guiding for operating income to increase only slightly year over year in the second quarter. It's cash outlays for the AI build-out are eating into profitability, and management says it's short-term pressure for long-term gain. However, Amazon stock may have limited upside in the short term without a skyrocketing valuation if profits are pressured.
The consensus analyst target price for Amazon stock over the next year or so is 30%, reaching close to $3.5 trillion in value, and there's more of a case for that to happen.
The current state of Nvidia's stock (NVDA 2.43%) makes little sense on the surface. Despite reporting 85% yearly revenue growth in its latest quarter, the stock sells for just 32 times earnings, the same as the S&P 500's average P/E ratio.
Some of that may have to do with the gains of nearly 1,700% since the fall of 2022, or the implied growth limitations of its $5.1 trillion market cap when considering the law of large numbers. However, another possible explanation is the unprecedented spending on AI and the historical tendency for such spending sprees to end in disaster.
Admittedly, investors do not know whether the ghosts of events past are hampering the present growth of the chip stock. Still, even if it is true, should investors care? Let's take a closer look.
Image source: Nvidia.
Historical precedent and Nvidia Indeed, this historical precedent is not one investors should dismiss. Experienced investors might remember how the internet spending boom of the late 1990s and early 2000s gave way to the dot-com bust. Looking further back, the boom in automobile spending in the 1920s ended with the Great Depression.
Big tech's AI spending seems reminiscent of such spending sprees. Key hyperscalers pledged to spend $725 billion on capital expenditures (capex) alone. Much of that spending has gone to Nvidia hardware, as the company generated $81.6 billion in revenue in the first quarter of fiscal 2027 (ended April 26).
Also, analysts forecast an 82% revenue surge for fiscal 2027, though they also predict growth slowing to a 41% revenue increase for fiscal 2028.
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One has to assume that the AI boom will not go on forever, and that slower growth could be a sign of further slowing in later years.
However, Nvidia's massive size may partially explain that slowdown, as the higher percentage gains are more difficult to sustain as enterprises grow larger.
Additionally, Nvidia's forward valuation of 24 makes it appear too cheap to ignore, and the forward one-year P/E ratio of 17 would arguably seem reasonable even in an AI bust. Thus, even if slowing growth causes a pullback, the decline would likely not be long-term.
Should investors stay with Nvidia? Amid its growth and valuation, investors should not worry about history undermining the Nvidia investment thesis.
From what is known about the history of boom cycles, investors should assume that the AI boom will end at some point and should invest accordingly.
Nonetheless, the current state of Nvidia appears to insulate the stock from such an occurrence. Investors should expect slower growth after fiscal 2027, though revenue growth appears robust for as far as one can reasonably predict.
Moreover, Nvidia's forward multiples are so low that they already seem to factor in such a slowdown. Although investors should not rule out the possibility of a near-term pullback and less stock price appreciation than in the past, Nvidia should remain safe even if the history of tech boom cycles points to pain later.
Nick Parker, Nvidia's incoming executive vice president of Worldwide Field Operations. Bloomberg/Getty Images Nvidia is ushering in a new era for its global sales organization.
In June, Jay Puri — the chip giant's head of worldwide field operations, and a billionaire who served in Nvidia CEO Jensen Huang's inner circle — told the company he is retiring after 21 years. He will transition to an advisory role.
To replace him, Nvidia looked outside its ranks — something of an unorthodox move for a C-Suite synonymous with long tenures, internal promotions, or executives coming in from acquisitions.
Nick Parker, a 26-year Microsoft veteran, joins Nvidia next month. Most recently, he served as executive vice president and chief business officer of Microsoft's worldwide sales and solutions organization.
Prior to his departure from Microsoft, Business Insider learned that Parker had just accepted a role leading its new $2.5 billion Microsoft Frontier Company, which connects 6,000 engineers and industry experts with its customers to help with AI. The role included a CEO title and a bigger head count than Parker's previous role, according to people familiar with the matter.
Per a securities filing, Parker's pay package at Nvidia includes $40 million in stock awards, a $5 million signing bonus, and a $1 million annual base salary.
The hire signals to Wall Street that Nvidia isn't "resting on its laurels" as the dominant AI chipmaker and is eyeing its next chapter of growth, said David Nicholson, chief technology advisor at The Futurum Group.
Puri steered Nvidia's global sales during its rise from a graphics card company into the world's dominant AI chip maker.
Parker inherits a different challenge. Rather than selling more AI chips, Nvidia needs to help customers successfully deploy AI — a job well suited to someone who spent 26 years selling enterprise technology at Microsoft.
Parker also brings deep relationships with governments, cloud providers, and other partners, said Brad Gastwirth, the global head of research and market intelligence at Circular Technology.
As Nvidia pushes deeper into business software, it faces a familiar challenge: helping large, highly regulated companies move from buying AI infrastructure to deploying it.
Earlier this year, Business Insider reported that Nvidia sales executives discussed how Bank of America struggled to deploy the chip giant's AI Factory software, highlighting common hurdles across industries.
Microsoft declined to comment. Nvidia did not respond to a request for comment from Business Insider.
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Geoff Weiss You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Geoff Weiss is a senior reporter on Business Insider’s tech team, where he writes about AI startups and Y Combinator, the intersection of AI and the media industry, and workplace dynamics within top AI labs and chip companies.Previously, Geoff was on the media desk, covering YouTube and Netflix, and themes like the intersection of Hollywood and the creator economy. His work on Netflix’s video podcasting ambitions and Mr Beast’s lessons for Hollywood won second and first prize, respectively, at the 2025 LA Press Club Awards.Prior to joining Business Insider, Geoff was the senior editor of Tubefilter and a staff writer at Entrepreneur. He graduated from New York University with a degree in English Literature.He can be reached at [email protected], on Signal @geoffweiss.25, and on LinkedIn. Have a tip? Use a personal email address and a nonwork device; here's our guide to sharing information securely.Selected stories:Nvidia crushed its quarter — and CEO Jensen Huang said in a leaked all-hands that 'the market did not appreciate it'Nvidia will foot the bill for Trump's new visa fees. Here's what CEO Jensen Huang told staff.Massive AI salaries and RTO are fueling a real estate boom in San Francisco: 'It's going to rain money'The AI talent wars are ricocheting across startups. Here's how they're competing with Big Tech.
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Představenstvo společnosti PayPal údajně považuje společnou nabídku na převzetí od firmy Stripe a investiční skupiny Advent International v hodnotě 53 mld. USD za nedostatečnou. Předložený návrh oceňuje akcie PayPal na 60,50 USD za kus. Vedení PayPalu je však přesvědčeno, že tato částka podhodnocuje potenciál budoucího obratu společnosti a že samotná transakce čelí regulačním i finančním překážkám.
Společnost PayPal prozatím na nabídku oficiálně nereagovala a očekává se, že její představenstvo bude o tomto návrhu nadále jednat.
Akcie PayPal Akcie PayPal (PYPL) v předburzovní fázi obchodování klesají o 2,08 % na 55,55 USD.
Zdroj: Reuters
Michal Šnobl
Fio banka, a.s.
Prohlášení
Související odkazy Americké akcie otevírají na růstové vlně, výsledková sezóna pokračuje druhým dnem Stripe a Advent chtějí údajně koupit PayPal za více než 53 mld. USD (+pohledy analytiků) PayPal zveřejnil výsledky za 1Q: Nový CEO sází na AI, výhled ale sráží slabší Evropa a cestovní ruch PayPal údajně nejedná o svém prodeji se společností Stripe ani s nikým jiným Akvizici PayPalu údajně zvažuje společnost Stripe
Visa, Stripe and Google have joined the x402 Foundation as premier members, adding three of the biggest names in payments and search to an effort to build an open standard for machines that pay each other.
The foundation, affiliated with the Linux Foundation, is developing x402, a protocol that lets AI agents transact with each other and with people directly over the web, without subscriptions or a human typing in card details.
It takes its name from HTTP status code 402, "payment required", a slot reserved in the rules of the web in the 1990s and left empty ever since.
The reason it was left empty is the reason the current membership list is worth reading twice.
Card fees made payments below roughly a dollar uneconomic, because the cost of processing swallowed the transaction.
That single constraint pushed the entire internet towards advertising and subscriptions, the only two models that could clear the fee floor.
Visa, Mastercard, American Express, Adyen and Fiserv, the companies that set and collect those fees, are now premier members of the body building the alternative.
Also on the list are Ripple, Shopify, Amazon Web Services, Cloudflare, Circle, MoonPay and the Solana Foundation.
Alin Dragos, a senior manager at AWS Payments, chairs the board.
The foundation has formed a technical steering committee and opened a search for an executive director while expanding membership.
Neutrality as the selling point
The pitch is that no single company should own the pipes.
"You don't want to be in a walled garden when you're dealing with money," said Denelle Dixon, chief executive of the Stellar Development Foundation and a premier member.
That framing is doing real work.
Coinbase built x402 originally, and a standard controlled by one crypto exchange was never going to attract Visa.
Handing it to a Linux-affiliated foundation converts a proprietary protocol into shared infrastructure that competitors can adopt without conceding ground to each other.
The card networks' presence is best read as insurance rather than enthusiasm.
If agent-driven micropayments do reshape how the web gets paid, the incumbents would rather be inside the committee writing the rules than outside watching a settlement layer emerge that routes around them entirely.
What is untested
The members' claim is that agent micropayments could change how content is funded online, replacing adverts nobody watches with fractions of a penny paid per request.
That depends on machines becoming the web's dominant customers, which is a forecast rather than an observation.
It also depends on the companies deploying agents being willing to give them a spending limit and let them use it.
Nothing on the membership list settles either question.
Intel Corp. is scheduled to report second quarter earnings on July 23, with Visible Alpha consensus pointing to revenue of $14.4 billion, up 12% from a year earlier. Revenue from the Data Center and AI segment is forecast to climb 42% YoY to $5.6 billion, reflecting continued investment by hyperscale cloud providers and enterprises in AI infrastructure and custom processors. INTC recently outlined a €5 billion ($5.7 billion) investment to upgrade its Irish manufacturing campus, part of its broader strategy to expand advanced semiconductor production in Europe and capitalize on rising demand for AI and high-performance computing.
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SummaryBarron's Mid-Year 2026 Roundtable highlights 45 Pro Picks, with yield-based 'dogcatcher' analysis identifying top dividend opportunities.PetroChina and BP emerge as the two 'safer' ideal dividend dogs, with prices below the annual dividend payout from $1K invested.Top ten yield stocks, including SAP, BP, and Exxon Mobil, are projected to deliver 13.85%–61.68% gains by July 2027, with an average net gain of 24.48%.Annaly Capital and AGNC Investment were flagged as cash-poor, with dividend payouts exceeding free cash flow, raising sustainability risks.For best results, focus on stocks with positive free cash flow and wait for price pullbacks to maximize yield and safety in this contrarian dividend strategy.Looking for a portfolio of ideas like this one? Members of The Dividend Dog Catcher get exclusive access to our subscriber-only portfolios. Learn More »31.53K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
First Solar is attractively valued post-pullback, with strong fundamentals and compelling national security-driven tailwinds. FSLR's differentiated technology and minimal reliance on Chinese supply chains position it for large-scale utility and government projects. Solid financials: TTM PE of 14.46, forward PE under 13, 27.3% YOY revenue growth, 30.7% net income margin, and robust free cash flow.
Broader equities have performed so well in recent years that the dividends companies pay haven't kept pace. As a result, the S&P 500's average yield is just 1.1% right now. Thankfully, it's possible to find high-yield dividend stocks that are worth investing in. Here are three examples: Pfizer (PFE +1.27%), Novo Nordisk (NVO +1.86%), and Sanofi (SNY +1.21%). All three have faced some issues lately, but they are worth sticking with for the long haul, especially for dividend seekers. Let me explain.
Image source: Getty Images.
1. Pfizer Several headwinds -- including mediocre financial results and upcoming patent cliffs -- have pushed Pfizer's shares down significantly over the past few years. But the drugmaker hasn't suspended or decreased its payouts. As a result, Pfizer's forward dividend yield is now a juicy 7.1%. And despite the issues it has faced, it's a great time to pick up Pfizer's shares on the dip. The pharmaceutical leader boasts several products that are posting solid sales growth and should help nudge the top-line in the right direction over the medium term. The list includes Padcev, a cancer medicine, and Abrysvo, a respiratory syncytial virus vaccine.
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Further, the healthcare giant has a deep pipeline that should make significant progress over the next few years. Pfizer's efforts in oncology and weight-loss look particularly promising. By the end of the decade, the company should launch brand-new products in these fields to help it overcome the loss of patent exclusivity for medicines like Eliquis, an anticoagulant, and drive long-term growth.
Pfizer's financial results won't bounce back immediately, but its share price could jump well before then as the company makes solid clinical and regulatory progress with key pipeline programs. That's why investors shouldn't wait too long before initiating positions.
2. Novo Nordisk Novo Nordisk is best known for its work in the diabetes and weight loss markets, and with good reason. The company remains one of the undisputed leaders in these fields, despite recent setbacks that have sunk its stock price over the past couple of years. Novo Nordisk is well-positioned to bounce back, though. The company boasts a strong pipeline of candidates across its core therapeutic areas. Novo Nordisk's zenagamtide (amycretin) is currently undergoing phase 3 studies -- in a subcutaneous and an oral formulation -- as a potential weight loss treatment in people who are either overweight or obese.
It also posted strong phase 2 results, showing statistically significant reductions in blood sugar and weight loss in patients with type 2 diabetes.
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Zenagamtide could become an important drug for Novo Nordisk as it moves beyond its famous therapies, Ozempic and Wegovy. And the Denmark-based pharmaceutical leader is also inching closer to approval for CagriSema, another diabetes and weight-loss treatment. Elsewhere, Novo Nordisk is making progress in diversifying its lineup. It is particularly targeting rare blood diseases. The company recently announced positive phase 3 clinical trials for denecimig, an investigational treatment for hemophilia.
Novo Nordisk's strong position in the rapidly growing GLP-1 area and clinical progress elsewhere could allow the stock to recover. Meanwhile, Novo Nordisk offers a forward yield of 3.6% and routinely increases its payouts, making it a great pick for income seekers.
3. Sanofi Sanofi has faced some headwinds recently, including a leadership change and clinical setbacks. The stock has lagged broader equities as a result. However, there remain good reasons to be optimistic about Sanofi's long-term prospects. Here are three of them. First, the company's most important growth driver, Dupixent, is still performing very well. Dupixent is a medicine indicated for the treatment of eczema and COPD; Sanofi shares the rights to this therapy with Regeneron (REGN +2.18%). Dupixent is one of the world's best-selling drugs and is still helping Sanofi post decent sales growth.
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Second, Sanofi should make solid pipeline progress over the next few years. For instance, the company's frexalimab, an investigational therapy for multiple sclerosis (among other diseases), is undergoing phase 2 and phase 3 clinical trials. Frexalimab posted excellent mid-stage results and could eventually generate well over $1 billion in annual sales at its peak. Sanofi boasts several other promising candidates. Third, the company offers an attractive forward dividend yield of 5.6% and regularly increases its payouts. The dividend is safe despite recent obstacles, and the stock is worth holding for a while.
CHARLOTTE, N.C.--(BUSINESS WIRE)--Honeywell Technologies (NASDAQ: HON) today announced the completion of its acquisition of Johnson Matthey's Catalyst Technologies business for £1.325 billion in an all-cash transaction. This deal strengthens the company's portfolio across refining, petrochemicals and renewable fuels. Honeywell Technologies will now have a more comprehensive, end-to-end offering for customers across energy and process technologies, further enhanced by its existing automation and.
Some of the best decade-long investments start as beaten-down brands that everyone has temporarily given up on. The trick is separating companies with a broken business from companies with a strong brand going through a rough patch.
Two consumer goods giants fit that second description right now. Nike (NKE +4.21%) has fallen about 44% from its high, and Estée Lauder (EL +0.64%) sits roughly 30% below its own recent peak. Both are messy today, and both look like the kind of names patient investors can be glad they own 10 years from now.
Image source: Getty Images.
Nike: A wounded champion rebuilding its footing Nike is the most recognizable athletic brand on the planet, which is exactly why its stumble has been so jarring. The company spent years leaning too hard on its own apps and website while pulling back from the retail stores where most people actually shop, and demand suffered. CEO Elliott Hill, a Nike veteran who came out of retirement to fix it, has been rebuilding those wholesale relationships and refocusing on athletes and fresh product.
There are early signs that it is working. North America, Nike's largest market, has begun to grow again as store partners welcome the brand back onto their shelves.
The honest reality is that this turnaround is taking longer than management first hoped, with the bigger gains now expected in 2027 and beyond, and its once-reliable China business is still shrinking. But a decade is a long time. The brand itself, its marketing muscle, and its grip on sneaker culture have not disappeared, and the CEO has been buying shares with his own money, a signal he believes in the recovery.
For an investor with real patience, owning an icon while it is out of favor is often how the biggest gains are made.
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Estée Lauder: A prestige beauty leader on the mend Estée Lauder is the other side of the same coin, with a portfolio of premium beauty brands, including its namesake line, Clinique, MAC, and La Mer, that got knocked down hard. Its troubles came from a few directions at once: a slump in China, weakness in the travel-retail shops found in airports where it sells a lot of product, and thinner profit margins. Add tariffs to the mix, and the stock fell well off its highs.
Here again, though, the underlying business is showing signs of life. Recent quarterly revenue has grown and come in ahead of expectations, suggesting the recovery is slowly taking hold.
Over a 10-year horizon, the case rests on two durable trends: the global appetite for prestige beauty continues to expand, especially as more consumers in emerging markets trade up, and Estée Lauder owns some of the most coveted brands in the category. The risk is that the rebound stays bumpy, particularly if China takes longer to recover, so this is a stock to buy with the expectation of volatility along the way.
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What should investors do? Buying a stock that is down 40% or more takes a strong stomach, and neither of these turnarounds is guaranteed to be smooth. Nike still has to prove its comeback can accelerate, and Estée Lauder needs its key markets to heal. But that is precisely why the prices are attractive.
When you buy for a decade, you are betting on a brand's durability rather than next quarter's numbers, and both Nike and Estée Lauder are brands that tend to outlast their slumps. I would treat them as long-term positions to build patiently, reinvesting along the way, and give the businesses the years they need to mend. Ten years from now, today's pessimism may look like the opportunity it usually proves to be for great consumer brands.
Streamovací společnost Netflix 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.
Výsledky společnosti Netflix (NFLX) za 2Q 2026 2Q 2026 Konsensus 2Q 2026 2Q 2025 Výnosy (mld. USD) 12,56 12,59 11,08 Provozní zisk (mld. USD) 4,19 -- 3,77 Zisk na akcii (EPS, USD/akcie) 0,80 0,79 0,72 Výsledky za 2Q Výnosy meziročně vzrostly o 13 % na 12,56 mld. USD, mírně pod odhadem 12,59 mld. USD.
Provozní zisk vzrostl meziročně o 11 % na 4,19 mld. USD, provozní marže dosáhla 33,4 %, což představuje meziroční pokles o 0,7 procentního bodu.
Provozní cash flow meziročně kleslo o 28 % na 1,74 mld. USD. Volný peněžní tok dosáhl 1,53 mld. USD, meziročně pokles o 33 % a výrazně pod odhadem 2,72 mld. USD. Pokles byl podle společnosti způsoben vyššími daňovými platbami souvisejícími mimo jiné s poplatkem za ukončení smluvního vztahu s Warner Bros. Discovery.
Výnosy z pohledu regionů: v UCAN dosáhly 5,43 mld. USD (+10 % meziročně), v EMEA 4,03 mld. USD (+14 %), v LATAM 1,58 mld. USD (+21 %) a v APAC 1,51 mld. USD (+16 %).
Předplatitelé za první pololetí roku 2026 sledovali obsah více než 97 mld. hodin, což představuje meziroční nárůst o 2 %.
Výhled na 3Q 2026 Společnost pro třetí čtvrtletí roku 2026 očekává:
Výnosy 12,86 mld. USD (konsensus: 13,01 mld. USD), meziroční růst o 12 %. Zisk na akcii 0,82 USD (konsensus: 0,84 USD). Provozní zisk 4,27 mld. USD (konsensus: 4,36 mld. USD). Provozní marži 33,2 % (konsensus: 33,5 %). Výhled na 2026 Firma zpřesnila výhled pro celý rok 2026 a nyní predikuje:
Výnosy 51,0–51,4 mld. USD (konsensus: 51,41 mld. USD). Meziroční růst výnosů o 13 % až 14 % (dříve: 12 % až 14 %). Provozní marži 31,5 % (konsensus: 31,7 %). Volný peněžní tok přibližně 12,5 mld. USD (konsensus: 13,09 mld. USD). Výnosy z reklamy přibližně 3,0 mld. USD, což představuje zhruba dvojnásobek oproti předchozímu roku. Komentář vedení Společnost ve zprávě akcionářům uvedla: „Naše finanční výkonnost zůstává solidní a jsme na dobré cestě splnit letošní cíle.“
Firma zároveň upozornila, že od roku 2027 přesune zveřejňování reportu o sledovanosti What We Watched na roční bázi v prvním čtvrtletí, aby se pozornost výsledkové zprávy soustředila na klíčové finanční ukazatele – výnosy a provozní zisk. V produkci dále roste využití nástrojů umělé inteligence – GenAI postupy byly v roce 2026 použity přibližně u 300 titulů, nejvíce v postprodukci. Nedávná zvýšení cen podle společnosti proběhla v souladu s očekáváním.
Návrat kapitálu akcionářům Společnost za druhé čtvrtletí odkoupila vlastní akcie v hodnotě 4,7 mld. USD, což představuje dosud nejvyšší čtvrtletní objem zpětných odkupů v historii firmy.
Akcie Netflix Akcie Netflixu (NFLX) v předburzovní fázi obchodování klesají o 8,74 % na 67,85 USD.
Akcie Netflix Inc (NFLX) před výsledky uzavřely na 74,35 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 313,1 P/E 23,4 Vývoj za letošní rok (%) -20,7 Očekávané P/E 20,9 52týdenní minimum (USD) 70,9 Prům. cílová cena (USD) 107,5 52týdenní maximum (USD) 127,8 Dividendový výnos (%) -- Zdroj: Netflix, Bloomberg
BP and ConocoPhillips are set to announce billions of dollars of new investments in Iraq on Friday as Washington seeks to bolster the country's energy sector and reduce the region's reliance on routes vulnerable to Iranian disruption, according to people familiar with the plans.
The announcements are expected during the U.S.-Iraq Business Summit in Washington, CNBC's Brian Sullivan told Access Middle East, citing sources. Iraqi Prime Minister Ali Al-Zaidi will meet senior U.S. officials and executives from major energy companies at the summit.
The event is expected to feature more than $60 billion in agreements and memorandums of understanding between U.S. companies and the Iraqi government.
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The investments by BP, ConocoPhillips and other companies will be in billions of dollars, and might even be in tens of billions, the people said. Details of the individual commitments were not immediately available.
The deals come as the U.S seeks to expand investment in Iraq's energy sector, boost the country's oil production and diversify export routes vulnerable to regional disruption.
The Strait of Hormuz handled roughly a fifth of global oil before the war broke out and has become an increasingly important focus for energy markets after renewed tensions between the United States and Iran.
BP has a history in Iraq dating back about a century and has in recent years focused on the giant Rumaila oilfield. In 2025, the company finalized an agreement with Baghdad to redevelop oil and gas resources in Kirkuk, covering the Baba and Avanah domes of the Kirkuk field and the nearby Bai Hassan, Jambur and Khabbaz fields.
Iraq is courting some of the world's largest energy-services and industrial companies as it seeks to expand oil and gas production and accelerate development of its natural gas resources.
Al-Zaidi met representatives from Halliburton, Shell, Honeywell, Weatherford and Baker Hughes in Houston on Thursday, with talks covering investment, technology and potential participation in large energy projects, according to his office.
The logo of BP is seen at a petrol station in Kloten, Switzerland, October 3, 2017. REUTERS/Arnd Wiegmann/File Photo Purchase Licensing Rights, opens new tab
CompaniesJuly 17 (Reuters) - BP (BP.L), opens new tab and ConocoPhillips (COP.N), opens new tab are set to announce billions of dollars of new investments in Iraq on Friday as Washington seeks to bolster the country’s energy sector and reduce the region’s reliance on routes vulnerable to Iranian disruption, CNBC reported on Friday, citing sources.
The announcements are expected during the U.S.-Iraq Business Summit in Washington, the report said.
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Reuters could not immediately verify the report.
Reporting by Preetika Parashuraman in Bengaluru; Editing by Harikrishnan Nair
Our Standards: The Thomson Reuters Trust Principles., opens new tab
SummaryFocusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury.Five standout stocks—VICI, EMN, AES, KMB, and PEP—currently offer 4%+ yields near historic highs, supported by solid credit ratings and dividend growth histories.Relative valuation metrics (P/E or P/AFFO) confirm these winners are trading below their 5-year averages, highlighting attractive entry points.Combining historic yield analysis with price and valuation metrics effectively identifies undervalued, high-quality income opportunities and warns against overvalued stocks.This idea was discussed in more depth with members of my private investing community, Macro Trading Factory. Learn More » Andrii Yalanskyi/iStock via Getty Images
Win with value investing in dividend stocks that have historic high yield as a determining criteria for purchase. Undervaluation and patience will reap capital gain rewards, while overvaluation is a huge risk for any type of
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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.
Vistra (VST 4.79%) is becoming part of the AI infrastructure debate as big tech races to secure reliable electricity. With nuclear assets, dispatchable power, and long-term hyperscaler agreements, Vistra could benefit if electricity scarcity becomes one of the biggest constraints in the AI boom.
*Stock prices used were the market prices of July 6, 2026. The video was published on July 14, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Vistra. 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.
Macro Bank (BMA - Free Report) : This leading bank in Argentina has a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.4% over the last 60 days.
Macro Bank has a PEG ratio of 0.62 compared with 0.85 for the industry. The company possesses a Growth Score of A.
Five Below, Inc. (FIVE - Free Report) : This specialty retail company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.7% over the last 60 days.
Five Below has a PEG ratio of 1.02 compared with 2.11 for the industry. The company possesses a Growth Score of A.
Dycom Industries, Inc. (DY - Free Report) : This infrastructure services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 18.1% over the last 60 days.
Dycom Industries has a PEG ratio of 0.71 compared with 1.30 for the industry. The company possesses a Growth Score of A.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
Wintrust Financial Corporation (NASDAQ:WTFC) will release its second quarter earnings report after the closing bell on Monday, July 20.
Analysts expect the Rosemont, Illinois-based company to report quarterly earnings of $3.16 per share, up from $2.82 per share in the year-ago period. The consensus estimate for Wintrust Financial’s quarterly revenue is $736.14 million. It reported $670.78 million last year, according to Benzinga Pro.
On July 6, Wintrust Financial agreed to acquire Northern Trust’s guardianship services operations.
Wintrust Financial shares gained 2.6% to close at $166.90 on Thursday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
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Advanced Drainage Systems NYSE: WMS held its annual meeting of stockholders virtually, with shareholders approving all three proposals presented by the company, according to meeting remarks from President and CEO D. Scott Barbour and Secretary Scott Cottrill.
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Barbour opened the meeting by outlining the agenda, which included the election of nine directors, ratification of Deloitte & Touche LLP as the company’s independent registered public accounting firm for the fiscal year ending March 31, 2027, and a non-binding advisory vote on compensation for named executive officers.
The meeting was conducted through an online virtual meeting portal. Barbour said management would not take questions during the meeting, though stockholders could submit questions through the portal for potential response at a later date.
Quorum Established for Virtual Meeting Cottrill said notice of the annual meeting was mailed on June 3, 2026, to stockholders of record as of the close of business on May 22, 2026. Stockholders were provided electronic access to the company’s proxy statement, proxy card, annual report and other voting materials, with the option to request hard copies.
Cottrill reported that at least 69,449,767 shares of common stock were present or represented by proxy at the meeting, equal to approximately 90.61% of the shares outstanding and entitled to vote as of the record date. Barbour declared that a quorum was present and that the meeting was duly convened.
Director Nominees Elected The first proposal asked stockholders to elect nine directors to serve terms expiring at the company’s 2027 annual meeting, or until their successors are elected and qualified. The nominees were D. Scott Barbour, Anesa T. Chaibi, Michael B. Coleman, Robert M. Eversole, Alex R. Fischer, Tanya D. Fratto, Kelly S. Gast, Manuel J. Perez de la Mesa and Anil Seetharam.
Barbour said the Board of Directors recommended that stockholders vote in favor of each nominee. After voting was completed, the preliminary report of the Inspector of Election indicated that each director nominee received the required number of votes and was elected. No other candidates received votes, according to the report read during the meeting.
Barbour also recognized Mark Haney and Luther Kissam, who were not standing for re-election, thanking them for their service as members of the board and for the “depth and breadth of expertise” they brought to the board.
Deloitte Ratified as Auditor Stockholders also ratified the appointment of Deloitte & Touche LLP as Advanced Drainage Systems’ independent registered public accounting firm for the fiscal year ending March 31, 2027. Barbour noted that a representative from Deloitte was in attendance and could respond to appropriate questions submitted by stockholders through the online portal, with any responses to be addressed later as appropriate.
The company said the proposal received support from at least a majority of the outstanding shares present through the virtual meeting room or represented by proxy and entitled to vote.
Executive Compensation Approved The third proposal was a non-binding advisory vote to approve the compensation of the company’s named executive officers. Barbour said the compensation details were discussed in the proxy statement made available to stockholders ahead of the meeting, and that the board recommended a vote in favor.
According to the preliminary voting results announced during the meeting, stockholders approved the executive compensation proposal by the required majority of shares present or represented by proxy and entitled to vote.
After the results were announced, Barbour requested that the final report of the Inspector of Election be filed with the meeting minutes. With no additional business to come before stockholders, the formal meeting was adjourned.
About Advanced Drainage Systems (NYSE:WMS)Advanced Drainage Systems, Inc NYSE: WMS is a leading manufacturer and supplier of water management solutions in North America. Headquartered in Hilliard, Ohio, the company specializes in the design, production and distribution of high-density polyethylene (HDPE) drainage pipe and related products. Its core business addresses stormwater management, on-site septic systems and erosion control for residential, commercial and infrastructure projects.
The company's product portfolio includes corrugated plastic pipe, tubing, fittings, geocells, geogrids and stormwater structures such as inlets, manholes and detention/retention systems.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
Should You Invest $1,000 in Advanced Drainage Systems Right Now?Before you consider Advanced Drainage Systems, you'll want to hear this.
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The AI boom extends far beyond the biggest tech names. Discover 10 companies supplying the memory, storage, networking, semiconductor manufacturing, and power infrastructure that make AI possible. Learn where the next wave of AI investment opportunities may emerge—and the key risks investors should watch as the global AI buildout accelerates.
The artificial intelligence boom is being held back by what the industry cannot build rather than what customers will not buy, according to Rene Haas, chief executive of Arm Holdings PLC (NASDAQ:ARM), the chip designer.
Haas told CNBC that demand for chips, data centres, energy and skilled workers is running ahead of available capacity, creating a bottleneck he expects to persist for the next two to three years.
He was speaking in an interview at the Pennsylvania Defense and Innovation Summit, hosted by Senator Dave McCormick.
ARM designs the chip architectures that other companies license and manufacture, a position that gives it an unusually wide view of who is trying to build what.
Haas said the company expects its data-centre business to become its largest segment "very soon", overtaking the mobile phone market that built it.
That claim is the more interesting half of the interview.
ARM's designs dominate smartphones, where power efficiency is everything, and the same constraint now governs data centres, where the binding limit is increasingly electricity rather than silicon.
The supply-constrained framing also cuts against the bubble argument that has unsettled markets in recent months.
A bubble is a demand problem in which buyers pay for something they do not need.
A shortage is the opposite, and Haas is describing customers who cannot get what they are already willing to pay for.
Shares fell 5% on the session, an awkward backdrop for a chief executive describing demand as robust.
One reading is that investors are less worried about whether the demand exists than about who captures the value if the bottlenecks are physical, since power stations and skilled engineers are not things a design company can conjure.
AYTON, Ontario & SAN MATEO, Calif.--(BUSINESS WIRE)---- $GWRE #GuidewireProNavigator--Germania Mutual has deployed ProNavigator, Guidewire's AI assistant, in support of its underwriting and claims teams.
AST SpaceMobile (ASTS 17.03%) stock would now have to rise about 45% just to reach the $79.57 conversion price on the $1 billion of convertible senior notes it priced this week. Shares of the satellite-to-smartphone company fell more than 17% on Thursday to about $55 as of this writing, after closing at $66.31 on Wednesday -- the reference price that set the deal's terms.
Image source: Getty Images.
The notes carry a 1.625% interest rate and mature in February 2034. The conversion price represents a 20% premium to Wednesday's close, and the company expects about $983.6 million in net proceeds, with the initial purchasers holding an option to buy another $150 million of notes. AST also paired the deal with a hedge, spending $96.9 million on capped call transactions that offset potential dilution from conversion unless the stock climbs past $149.20 -- a level more than 2.5 times where shares trade now.
AST SpaceMobile
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The company said the money will let it "pursue an expanding universe of growth initiatives and secure additional access to orbit for its space-based cellular broadband network," including possible partnerships or acquisitions that would reduce its dependence on third-party launch providers. In the same filing, AST said its launch campaign is now targeting about 45 BlueBird satellites in early 2027, later than its earlier plan. Getting those satellites up is the core of the investment case, so locking down launch capacity is money aimed at the company's biggest bottleneck.
Settled entirely in stock, converting the full $1 billion at $79.57 would create about 12.6 million new shares, roughly 3% of the company. A 17% one-day decline against 3% potential dilution says the concern is bigger than the arithmetic. The delay is the other half of it: a network that reaches customers later spends longer burning capital before it produces meaningful revenue. And this is already the company's second $1 billion convertible deal this year.
But AST also just priced roughly eight-year money at a 1.625% rate, with dilution hedged up to $149.20, and issued no new shares in the process. That is cheap capital for a growth stock still building toward scale.
The gap between $55 and $79.57 is the market's measure of doubt about the timeline. If the BlueBird build-out holds to that early 2027 timeline, the notes could end up looking like well-timed financing. Until then, days like Thursday will likely remain part of owning a pre-profit space stock.
Daniel Sparks and his clients do not have positions in any of the stocks mentioned. The Motley Fool has positions in and recommends AST SpaceMobile. The Motley Fool has a disclosure policy.
AST SpaceMobile shares tumbled 17.04% on Thursday following the announcement of the private offering of 1.625% convertible senior notes due in 2034.
However, Boloor argues the panic is a “completely misunderstood” reaction to the massive headline figure. Because the company spent roughly $97 million on capped call transactions—protecting shareholders up to $149.20 per share—the true equity hit is minimal.
“Based on this announced structure, the effective dilution is only going to be around 1.5%,” Boloor explained, noting that locking in over seven years of capital at a 1.6% interest rate represents “excellent financing terms” for a pre-revenue company.
Execution Risks and Shaken CredibilityIf the dilution is minor, why the massive sell-off? Boloor points to management’s communication and a critical timeline delay. The company recently claimed it was fully funded for its first 100 satellites, making the sudden $1 billion raise a shock to shareholder trust.
More concerning is the updated deployment schedule, which pushes the target for its Bluebird satellites into early 2027. “Every delay that pushes revenue further into the future… means that this is going to be a very uncomfortable near-term hold,” Boloor said.
He stressed that AST SpaceMobile is now an execution story, warning that “cash doesn’t solve execution” when dealing with launch bottlenecks and the technical risks of space.
$100 Price TargetAdditionally, institutional validation remains robust. Wall Street firm Piper Sandler backed this long-term view, initiating ASTS with an Overweight rating and a $100 price target, which implies an upside of roughly 81.78% from the closing price of Thursday.
Reaffirming the Bull CaseDespite elevated short-term execution hurdles, Boloor aligned with Wall Street’s broader outlook, maintaining a multi-year horizon.
“I just don’t think the financing itself is a reason to abandon the position. I added today,” Boloor stated.
How Has ASTS Performed?ASTS shares were down 24.26% year-to-date, down 33.12% over the last month, and higher by 4.52% over the year. It closed 17.04% down at $55.01 per share on Thursday, and it was 3.85% lower in overnight trading.
Benzinga’s Edge Stock Rankings indicate that ASTS maintains a weak price trend in the short, long and medium terms.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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Index DAX -0,74 % na 24730,16 b. Nejsilnější akcie Změna Nejslabší akcie Změna SAP (SAP) +1,4 % Infineon Technologies (IFX) -4,2 % E.ON (EOAN) +0,9 % Siemens Energy (ENR) -2,6 % Fresenius Medical Care (FME) +0,9 % Siemens (SIE) -2,5 % Deutsche Telekom (DTE) +0,8 % Commerzbank AG (CBK) -2,0 % Henkel (HEN3) +0,7 % MTU Aero Engines (MTX) -2,0 % Zdroj: Bloomberg
Index výrobních cen (m-m) (červen):
aktuální hodnota: -0,4 %
očekávání trhu: -0,4 %
předchozí hodnota: -0,1 %
Index výrobních cen (y-y) (červen):
aktuální hodnota: 1,3 %
očekávání trhu: 1,4 %
předchozí hodnota: 1,5 %
„Ceny zemědělských výrobců meziročně klesají již od prosince 2025. V červnu tento pokles činil 13,5 %. Naopak ceny průmyslových výrobců se zvýšily o 1,3 %. Meziroční růst byl také zaznamenán u cen stavebních prací o 4,1 % a cen tržních služeb pro podniky o 3,2 %,“ uvedl Vladimír Klimeš, vedoucí oddělení statistiky cen průmyslu a zahraničního obchodu ČSÚ.
Swedish defence and aerospace group Saab reported a bigger-than-expected rise in operating earnings for the second quarter on Friday as booming demand in its major markets drove a sharp rise in sales and order bookings.
Swedish defense company Saab beat earnings expectations in the second quarter, as booming demand for military equipment propelled the fighter jet maker to another quarter of record orders backlog.
Shares rose as much as 4.5% in early trading in Stockholm, while other major European defense names were in the red.
New order bookings in the quarter ended June were 68.4 billion Swedish crowns ($7.1 billion), above the FactSet estimates of 57.1 billion Swedish crowns, which included a Polish submarine deal worth 47 billion crowns.
The total backlog amounted to 317.7 billion crowns, up from 197.6 billion a year ago and marking a fifth consecutive quarter of order book growth.
It comes as European governments ramp up defense spending, driving up book orders with the region's companies, in response to Russia's growing threat and invasion of Ukraine.
U.S. President Donald Trump's push to shift the responsibility of defending Europe onto the region's own governments – and his threat to withdraw troops from the continent – has hastened this urgency.
"We operate in a market with structurally growing demand and remain focused on scaling capacity, delivering to customers, and advancing new capabilities," said Saab CEO Micael Johansson in a statement.
Investors are increasingly focusing on companies' ability to execute and deliver, as well as growing order books.
Sales came in at 25.5 billion crowns, beating FactSet estimates of 23.9 billion crowns, while operating profit (EBIT) was 2.8 billion crowns, compared to expectations of 2.4 billion crowns.
Saab, whose products range from Gripen fighter jets and submarines to missiles and advanced electronics, has seen exponential order growth since Russia's full-scale invasion of Ukraine in early 2022.
Earlier this month, NATO Secretary General Mark Rutte said the alliance would order up to 10 spy planes from Saab, in a deal that could be worth nearly $5 billion based on the price of the GlobalEye aircraft.
Even with an ever-growing order book, booming sales, and increasing profitability, Saab stock, like many of its peers, has taken a hit in recent months as investors question whether valuations have run ahead of the industry's ability to deliver.
European defense stocks have fallen this year.
While defense spending remains unequal among European NATO countries, most countries have made progress on increasing the means devoted to military capabilities.
Sweden joined NATO only in 2024, citing Russia's increasing aggression and a shifting geopolitical landscape. Saab's home country has increased defense spending as a share of GDP to 2.5% from 1.2% in 2021, according to SIPRI data.
VAUGHAN, Ontario--(BUSINESS WIRE)--Bausch + Lomb Corporation (NYSE/TSX: BLCO), a leading global eye health company dedicated to helping people see better to live better, today announced the U.S. launch of the EyeGility™ Inserter preloaded IOL delivery system. “The enVista IOL platform has long been appreciated by surgeons for its glistening-free optic and differentiated optic portfolio to suit a wide range of patients,” said Wayne Caulder, vice president and general manager, North America Surgi.
Asijsko-pacifický region uzavřel páteční obchodování se ztrátou. Nedařilo se především technologickým společnostem spojených s umělou inteligencí. Výrobce pamětí Kioxia odepsal 16 % a společnost Tokyo Electron více než 8 %. Indexům v Asii nenapomáhá také vyostřený konflikt na Blízkém východě. Trhy v Jižní Koreji byly dnes z důvodu svátku uzavřené.
Japonský Nikkei 225 -4,03 % na 64141,12 b.
Hongkongský Hang Seng -1,99 % na 24511 b.
Čínský Shanghai Composite -3,03 % na 3764,633 b.
Australský S&P/ASX 200 -0,5 % na 8796,7 b.
V úvodu pátečního obchodování se index PX nachází v mírně zelených číslech. Nejvíce posilují akcie Monety (+1,47 %), Kofoly (+1,0 %) a CSG (+0,91 %). Naopak v záporu se obchodují akcie Primoca (-0,52 %), Komerční banky (-0,40 %) a Erste (-0,40 %).
Náladu zhoršil pokračující výprodej čipařů v Asii, slabší výhled Netflixu i zprávy o zpoždění nové generace modelů umělé inteligence od Googlu. Pozornost trhu nadále poutá také konflikt mezi USA a Íránem, kde pokračují americké vojenské operace, a připravovaná reforma evropského systému emisních povolenek.
Článek se odemkne 17.07.2026 9:54
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Akciím Netflixu se už delší čas příliš nedaří a lepší to nejspíš nebude ani po ve čtvrtek oznámených hospodářských výsledcích za druhé čtvrtletí. Streamovací gigant investory zklamal hlavně svým výhledem na aktuální čtvrtletí, který zaostal za odhady trhu. Akcie proto v aftermarketu klesaly až o devět procent.
I když pro celý rok 2026 Netflix potvrdil výhled tržeb v pásmu 51 až 51,4 miliardy dolarů, tak pro třetí kvartál počítá s tržbami ve výši 12,9 miliardy dolarů a ziskem 0,82 dolaru na akcii, což je v obou případech méně, než byly odhady analytiků, kteří čekali tržby lehce nad 13 mld. USD a EPS ještě o dva centy vyšší.
Za reportované druhé čtvrtletí pak společnost vykázala tržby ve výši 12,6 miliardy dolarů a zisk 0,80 dolaru na akcii, což bylo přibližně v souladu s konsensem Wall Street.
Investoři se stále častěji ptají, zda si Netflix dokáže udržet růstovou trajektorii v době, kdy trh streamovacích služeb dospívá a konkurence sílí. Akcie společnosti za posledních dvanáct měsíců ztratily více než 40 procent své hodnoty. Negativní sentiment podle analytiků podpořily nejen některé strategické kroky firmy, ale také postupné ochlazování růstu příjmů.
Přestože Netflix zůstává největší placenou streamovací službou na světě z hlediska sledovanosti i počtu zákazníků, tak jeho růstové tempo v posledních čtvrtletích zpomaluje. V první polovině roku navíc firma čelila nedostatku výrazných nových hitů a některé vracející se seriály nedokázaly zopakovat sledovanost předchozích řad.
Rekordní počet hodin
Management tvrdí, že se soustředí na dlouhodobější strategii. „Neřídíme byznys čtvrtletně,“ řekl finanční ředitel Spencer Neumann v telefonátu s analytiky. Podle něj Netflix dosud oslovil přibližně 45 procent svého potenciálního trhu a jeho podíl na celkové globální televizní sledovanosti činí zhruba pět procent. Letos by společnost měla navýšit tržby o dalších šest miliard dolarů.
Počet hodin strávených sledováním obsahu Netflixu v první polovině roku překonal hranici 97 miliard hodin, což je historické maximum. Meziročně se objem sledování zvýšil o dvě procenta. Firma zdůraznila, že k růstu došlo navzdory konkurenci významných sportovních událostí, jako byly zimní olympijské hry nebo fotbalové mistrovství světa.
Netflix zároveň rozšiřuje nabídku obsahu mimo tradiční seriály a filmy. Větší pozornost věnuje živým sportovním přenosům nebo video podcastům. Podle vedení podcastový obsah přitahuje publikum zejména během dne a na mobilních zařízeních, zatímco živé přenosy se ukázaly jako efektivní nástroj pro získávání nových předplatitelů.
V posledních týdnech firma oznámila několik partnerství s populárními internetovými tvůrci (např. youtubeři Alan Chikin Chow a Nick DiGiovanni) a také spustila spolupráci s francouzskou televizní skupinou TF1. Výdaje na tvorbu a nákup obsahu by letos měly stoupnout přibližně o deset procent, tedy mírně rychleji než v předchozích letech. Společnost také uvedla, že generativní umělou inteligenci využila již na zhruba 300 pořadech.
Pozitivním signálem je podle Netflixu růst sledovanosti. Celkový čas strávený uživateli na platformě v první polovině roku stoupl o dvě procenta. Netflix upozorňuje, že k tomu došlo navzdory silné konkurenci velkých sportovních událostí, jako byly mistrovství světa ve fotbale nebo zimní olympijské hry, které vysílali jiní poskytovatelé.
Méně častější zveřejňování sledovanosti
Pozornost vzbudila i změna v přístupu Netflixu ke zveřejňování dat o sledovanosti. Společnost oznámila, že report What We Watched, který dosud publikoval dvakrát ročně, bude nově vydávat pouze jednou ročně. Platforma sice byla dlouhodobě jedinou významnou streamovací službou, která poskytovala takto detailní informace o výkonnosti jednotlivých titulů, nyní je ale s tím konec.
„Když se růst počtu předplatitelů stal méně spolehlivým ukazatelem, Netflix přestal zveřejňovat čtvrtletní počty členů. Nyní, když jsou sledovanost a aktivita uživatelů podrobeny většímu zkoumání, tak společnost snižuje frekvenci této zprávy. Netflix tvrdí, že engagement je zdravý. Pokud je to pravda, investoři by měli chtít větší viditelnost, ne menší,“ okomentoval pro Bloomberg změnu Mike Proulx, ředitel výzkumu ve společnosti Forrester.
Zatímco v okolních zemích skončily regulace trhu s pohonnými hmotami již na začátku prázdnin, v Česku se tak stane v neděli. Skončí tak stanovování maximálních cen, za které mohou čerpací stanice prodávat pohonné hmoty, i dočasná sleva na spotřební dani u motorové nafty, která při započtení dopadu DPH činí zhruba 2,4 koruny na litr.
Jak hodnotit tento krok vlády? Na jedné straně lze pochopit politickou motivaci: podobná opatření zavedly i okolní státy a vláda se dostávala pod tlak, aby na prudký růst cen pohonných hmot také reagovala. Tento argument ale nemůže převážit nad ekonomickými faktory.
Vláda a její rozpočet tu nejsou od toho, aby za každou cenu kompenzovaly každý pokles reálné kupní síly domácností. Ano, dražší pohonné hmoty jsou nepříjemné, ale jejich nárůst nebyl tentokrát tak razantní jako při některých minulých krizích. Je proto diskutabilní, zda byl plošný vládní zásah skutečně nezbytný. Zásah do funkčního tržního mechanismu je navíc vždy problematický, protože vytváří neefektivity.
Další věc je cenovka. Ta činí za více než tři měsíce okolo 4 mld. Kč, což na první pohled nevypadá až tak dramaticky, ale nezapomínejme, že tuzemské veřejné finance jsou už tak velmi napjaté. Co z toho plyne? Vláda by se měla vyhýbat plošným, málo efektivním a relativně drahým opatřením. Vysoké ceny pohonných hmot navíc vysílaly jasný signál – omezit spotřebu nebo hledat alternativy, což vláda svými opatřeními tlumila.
Konec vládní regulace přichází v čase opětovné eskalace konfliktu na Blízkém východě, který po krátkém poklesu k 70 dolarům žene cenu ropy Brent znovu vzhůru k 85 dolarům za barel. Ještě citelněji pak zdražují některé ropné produkty na velkoobchodním trhu. Pro řidiče to bude v příštím týdnu znamenat další zdražení pohonných hmot, a to nejen kvůli ukončení regulace, ale také kvůli nepříznivému tržnímu vývoji. Nejvýrazněji to bude motorová nafta, u které se zdražení na hlavních dálničních tazích může pohybovat až ve vyšších jednotkách korun na litr.
Ani při tomto vývoji nevidíme důvod regulaci cen dále prodlužovat. Popravdě řečeno se nám těžko hledají silné ekonomické argumenty ve prospěch tohoto kroku jako takového. A to je hlavní poučení z krizového vývoje, který nebyl až tak krizový, aby si žádal zásahy do fungování trhu, cenovou regulaci a dotaci cen pohonných hmot.
TRHY
Koruna
Česká koruna končí další týden, který příliš vzrušení nepřinesl. Vůči společné evropské měně se nadále obchoduje na dohled hranice 24,20 EUR/CZK a dnes se na tom pravděpodobně nic nezmění. Koruna tak čeká na výraznější impulsy, ať už jde o tuzemská makro data nebo komentáře centrálních bankéřů. Ani vývoj v zahraničí - zejména vývoj eurodolaru nebo blízkovýchodní konflikt - přitom není zdrojem vyšší volatility, což potvrzuje z historického pohledu nebývalou míru stabilitu koruny.
Eurodolar
Silné americké maloobchodní tržby a pokles nových žádostí o podporu přispěly k tomu, že eurodolar přišel o část svých zisků, jež nabral po nízké americké inflaci. Dolaru rovněž prospěly relativně jestřábí komentáře amerických centrálních bankéřů. Jak prezident Fedu v Kansas City Jeff Schmid, tak především prezidentka dallaského Fedu Lorie Loganová komunikovali jasně jestřábi názory avizující utažení měnové politiky.
Dnes jsou na pořadu dnes jen druhořadá data a jen dvě vystoupení centrálních bankéřů z Fedu a ECB, takže seance bude zřejmě klidnější (za předpokladu, že nedojde k vyšší volatilitě na trhu s ropou).
V závěru týdne se akciové indexy i futures kontrakty noří do červených čísel. V Asii jsme sledovali propady Japonska, Tchajwanu (v jednu chvíli přes -6 %) poté, co investoři vyprodávali technologické akcie – především výrobce čipů (index SOX je tak od maxima -19 %). Zámořské futures nyní klesají -0,85 % (včera SP500 -0,5 %), evropské otevření lze čekat kolem -0,5 % záporu. V prodlouženém obchodování v USA ještě ovlivnila negativně sentiment společnost Netflix (-9 %). Ropa nijak výrazně nereaguje na zprávy z Blízkého východu, kde USA zahájily nové údery proti Íránu a ten naopak reagoval útokem na základny v Kuvajtu, Jordánsku a Bahrajnu. Brent se obchoduje lehce pod 85 USD za barel. V Praze by mohl být na sentiment nadále imunní ČEZ, celkově ale index bude spíše ztrácet.
Bitmine hält 4,8 % des gesamten ETH-Umlaufs von 120,7 Millionen
Bitmine hat in nur 12 Monaten bereits 96 % des Weges zur „Alchemie of 5 %" zurückgelegt
Bitmine wurde am 26. Juni 2026 in den Russell 1000 Large-Cap-Index aufgenommen
Die Vorzugsaktien der Serie A von Bitmine werden an der NYSE unter dem Symbol BMNP gehandelt
Bitmine wird weiterhin von einer Gruppe führender institutioneller Investoren unterstützt, darunter Cathie Wood von ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital und der Privatinvestor Thomas „Tom" Lee, um das Ziel von Bitmine zu unterstützen, 5 % der ETH zu erwerben
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. („Bitmine" oder das „Unternehmen"), ein im Bitcoin- und Ethereum-Netzwerk tätiges Unternehmen mit Schwerpunkt auf der Akkumulation von Kryptowährungen für langfristige Investitionen, gab heute die Veröffentlichung der Botschaft des Vorstandsvorsitzenden für Juli mit dem Titel „ETH ist das Heilmittel gegen das ‚Uncanny Valley of Wealth'" bekannt.
The Uncanny Valley
The "Uncanny Valley of Wealth" In dieser Botschaft des Vorstandsvorsitzenden wird die Überzeugung des Unternehmens dargelegt, dass Ethereum eine entscheidende Schnittstelle darstellt, um den Menschen vor den Folgeauswirkungen der zunehmenden Fähigkeiten der KI und dem daraus resultierenden wachsenden wirtschaftlichen Einfluss zu schützen:
Das „Uncanny Valley of Wealth" ist die Vorstellung, dass Menschen letztendlich durch die wachsende wirtschaftliche und soziale Macht einer Wirtschaft verunsichert werden, die zunehmend von agentenbasierter KI und bald auch von Maschine-zu-Maschine-Interaktionen angetrieben wird. Dies ist eine Abwandlung des Konzepts des japanischen Robotikers Masahiro Mori, der 1970 den Aufsatz „Uncanny Valley" veröffentlichte. Seine Hypothese beschreibt das beunruhigende Gefühl, das Menschen oft überkommt, wenn sie auf etwas stoßen, das fast menschlich aussieht. Der Kryptomarkt sah sich 2026 mit makroökonomischen Gegenwinden konfrontiert, darunter die Einpreisung einer „hawkischen" Kehrtwende der globalen Zentralbanken durch die Anleihemärkte, der langsame Fortschritt des Clarity Act, die Outperformance von KI (auch bekannt als FOMO, „Fear of Missing Out") und die Underperformance des Finanzsektors. Im weiteren Verlauf des Jahres 2026 könnten sich unserer Ansicht nach viele dieser Gegenwinde in Rückenwind verwandeln. Während viele dies einfach dem „Krypto-Winter" zuschreiben, gab es im Jahr 2026 zahlreiche positive fundamentale Fortschritte, darunter die Ankündigung der Tokenisierung von Vermögenswerten durch viele Banken sowie die Einführung neuer Ethereum-Layer-2-Lösungen (L2) wie beispielsweise der Robinhood Chain. Dies steht im Gegensatz zu den Krypto-Wintern 2018 und 2022, als regulatorische Gegenwinde und der Zusammenbruch von Krypto-Institutionen diese Rückgänge prägten. Der Vorsitzende ist der Ansicht, dass Ethereum gut positioniert ist, um von zwei exponentiellen Treibern zu profitieren: dem Aufbau von Infrastruktur auf der Blockchain durch die Wall Street und der agentenbasierten KI (wie oben erläutert). Der Vorsitzende erläutert zudem, wie sich Bitmine strategisch auf die wichtigen Treiber des nächsten Krypto-Aufschwungs ausrichtet, indem es wichtige Infrastrukturpartner unterstützt und das Ethereum-Ökosystem stärkt. Die Nachricht des Vorsitzenden von Bitmine finden Sie hier:
https://www.Bitminetech.io/chairmans-message
Die Präsentation der Ergebnisse für das gesamte Geschäftsjahr 2025 sowie die Unternehmenspräsentation finden Sie hier: https://Bitminetech.io/investor-relations/
Wenn Sie an aktuellen Informationen interessiert sind, melden Sie sich bitte hier an: https://Bitminetech.io/contact-us/
Informationen zu Bitmine
Bitmine (NYSE: BMNR) ist ein Bitcoin-Miner mit Aktivitäten in den USA. Das Unternehmen setzt sein überschüssiges Kapital ein, um das weltweit führende Ethereum-Treasury-Unternehmen zu werden, und verfolgt eine innovative Strategie für digitale Vermögenswerte für institutionelle Investoren und Teilnehmer an den öffentlichen Kapitalmärkten. Geleitet von seiner Philosophie der „Alchemy of 5 %" setzt das Unternehmen auf ETH als primären Treasury-Reservewert und nutzt dabei protokollnative Aktivitäten, darunter Staking und dezentrale Finanzmechanismen. Das Unternehmen führte im Jahr 2026 MAVAN (Made in America VAlidator Network) ein, eine spezielle Staking-Infrastruktur für Bitmine-Vermögenswerte.
Weitere Informationen finden Sie auf X:
https://x.com/bitmnr
https://x.com/fundstrat
Zukunftsgerichtete Aussagen
Diese Pressemitteilung enthält Aussagen, die „zukunftsgerichtete Aussagen" im Sinne des Private Securities Litigation Reform Act von 1995 darstellen. Die Aussagen in dieser Pressemitteilung, die nicht rein historischer Natur sind, sind zukunftsgerichtete Aussagen, die Risiken und Unsicherheiten beinhalten. Diese zukunftsgerichteten Aussagen sind an Begriffen wie „erwartet", „plant", „prognostiziert", „beabsichtigt", „glaubt", „geht davon aus", „schätzt" und ähnlichen Formulierungen zu erkennen. Dieses Dokument enthält insbesondere zukunftsgerichtete Aussagen zu folgenden Punkten: (i) die Ziele des Unternehmens hinsichtlich des Erwerbs von ETH, einschließlich der Initiative „Alchemy of 5 %" und der Erwartung, dass Bitmine dieses Ziel im Laufe des Jahres 2026 erreichen wird; (ii) die Einschätzungen und Erwartungen des Unternehmens hinsichtlich des Kryptowährungsmarktes, einschließlich der Überzeugung, dass sich die makroökonomischen Gegenwinde, denen Kryptowährungen im Jahr 2026 ausgesetzt sein werden, in Rückenwind verwandeln könnten; (iii) die Überzeugung des Unternehmens, dass Ethereum eine entscheidende Schnittstelle darstellt, um die Menschen vor den nachgelagerten Auswirkungen der zunehmenden Fähigkeiten der KI zu schützen, einschließlich der These vom „Uncanny Valley of Wealth" hinsichtlich der wachsenden wirtschaftlichen und sozialen Macht einer Wirtschaft, die zunehmend von agentenbasierter KI angetrieben wird; (iv) die Überzeugung des Vorstandsvorsitzenden, dass Ethereum gut positioniert ist, um von zwei exponentiellen Wachstumstreibern zu profitieren: dem Aufbau von Blockchain-Infrastrukturen an der Wall Street und agentenbasierter KI; (v) die Überzeugung des Unternehmens hinsichtlich der Positionierung von Bitmine im Hinblick auf die wichtigen Treiber des nächsten Krypto-Aufschwungs, einschließlich der Unterstützung wichtiger Infrastrukturpartner und der Stärkung des Ethereum-Ökosystems; und (vi) das künftige Wachstum und die Weiterentwicklung der Ethereum-Treasury-Strategie des Unternehmens. Bei der Bewertung dieser zukunftsgerichteten Aussagen sollten Sie verschiedene Faktoren berücksichtigen, darunter: die Fähigkeit von Bitmine, mit neuen Technologien und sich wandelnden Marktanforderungen Schritt zu halten; die Fähigkeit von Bitmine, sein laufendes Geschäft, die Ethereum-Treasury-Aktivitäten sowie geplante zukünftige Geschäftsvorhaben zu finanzieren; das Wettbewerbsumfeld, in dem Bitmine tätig ist; Marktbedingungen, die den Handelskurs der Stammaktien und der Vorzugsaktien der Serie A des Unternehmens beeinflussen; regulatorische Entwicklungen im Bereich digitaler Vermögenswerte, einschließlich der endgültigen Verabschiedung und Umsetzung des GENIUS Act sowie anderer anhängiger Gesetzgebungsvorhaben und Initiativen der SEC; die Volatilität und Unvorhersehbarkeit der Preise digitaler Vermögenswerte; die Leistung, Zuverlässigkeit und Sicherheit der Staking-Aktivitäten des Unternehmens; Risiken im Zusammenhang mit KI-Systemen und deren Auswirkungen auf die Kryptowährungsmärkte; sowie den zukünftigen Wert von Bitcoin und Ethereum. Die tatsächlichen künftigen Entwicklungen und Ergebnisse können wesentlich von den in zukunftsgerichteten Aussagen enthaltenen Angaben abweichen. Zukunftsgerichtete Aussagen unterliegen zahlreichen Bedingungen, von denen viele außerhalb der Kontrolle von Bitmine liegen, einschließlich derjenigen, die im Abschnitt „Risikofaktoren" des Formulars 10-K von Bitmine aufgeführt sind, das am 21. November 2025 bei der SEC eingereicht wurde, sowie allen anderen bei der SEC eingereichten Unterlagen, die von Zeit zu Zeit geändert oder aktualisiert werden. Kopien der von Bitmine bei der SEC eingereichten Unterlagen sind auf der Website der SEC, www.sec.gov, verfügbar. Bitmine übernimmt keine Verpflichtung, diese Aussagen bei Überarbeitungen oder Änderungen nach dem Datum dieser Mitteilung zu aktualisieren, es sei denn, dies ist gesetzlich vorgeschrieben.
Why Uber’s Biggest Deal Yet Could Unlock Its Next Growth PhaseUber Technologies NYSE: UBER executives said the company’s proposed acquisition offer for Delivery Hero is intended to expand its cross-platform mobility and delivery strategy into additional markets while remaining within Uber’s financial discipline and capital allocation framework.
Speaking on a conference call about the announced transaction, Uber CEO Dara Khosrowshahi said the company is pursuing the deal “from a position of strength,” citing Uber’s growth, expanding profitability and free cash flow generation. He said those factors give Uber flexibility to keep investing in organic growth and autonomous vehicles while also pursuing acquisitions that meet its strategic and financial criteria.
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Uber’s Waymo Detour Tests the Stock’s Robotaxi Bull CaseKhosrowshahi described Delivery Hero as “a natural extension” of Uber’s strategy of combining mobility and delivery services. He said Uber has seen cross-platform users generate roughly three times the gross bookings and profits of single-product users. The transaction, he said, would expand Uber’s cross-platform opportunity by more than 50 million consumers.
Uber Expects EPS Accretion and $1.2 Billion in Synergies Uber CFO Balaji Krishnamurthy said the transaction is expected to close in the second half of 2027, subject to regulatory approvals. He said Uber expects the deal to be modestly accretive to non-GAAP earnings per share at close and to deliver run-rate synergies of $1.2 billion within 18 months after closing.
Alphabet's Most Overlooked Division Just Had a Big WeekBy year three, Krishnamurthy said Uber expects high single-digit percentage accretion to non-GAAP EPS. He said the company has developed an integration timetable and will provide more details closer to the close of the transaction.
Krishnamurthy said the largest expected synergy driver is migrating Delivery Hero brands onto a common technology platform. He said Uber operates Uber Eats on a single global technology platform and that Delivery Hero’s business, except Baemin in Korea, also runs on a common backend architecture, which he said should reduce integration complexity.
He also pointed to broader cost opportunities, including headcount, support and shared services, payments, insurance and other areas. Krishnamurthy said revenue synergies are included in Uber’s assumptions but are “quite small” relative to the $1.2 billion target.
Middle East and Korea Highlighted as Key Opportunities Khosrowshahi highlighted the Middle East and Korea as particularly attractive markets. In the Middle East, he pointed to Delivery Hero’s Talabat business, which he described as a leading food delivery player that is expanding into grocery and other categories.
He said Uber and Talabat each had about 8 million monthly active users and both delivered roughly 30% gross bookings growth last year, with Uber slightly above that level and Talabat slightly below it. He also said both businesses have attractive standalone EBITDA margins of about 7%.
In Korea, Khosrowshahi said Baemin is “by far” the leader in the marketplace. He said Uber’s mobility presence in Korea began only a couple of years ago and suggested the company could pursue a strategy similar to Japan, where Uber used a stronger delivery position to help grow its mobility business.
Delivery Hero’s Non-Food and Advertising Businesses Seen as Growth Areas Khosrowshahi said Delivery Hero’s brands are leading players in most of the markets where they operate and are profitable today. He said Delivery Hero has expanded into grocery and quick commerce and has built that business to adjusted EBITDA profitability on a margin basis, according to Uber’s view.
He also pointed to Delivery Hero’s advertising business as an area of interest. Khosrowshahi said Delivery Hero’s advertising revenue as a percentage of gross merchandise value is higher than Uber’s and estimated it at about 3% of GMV. He said Uber expects to learn from Delivery Hero’s advertising team while continuing to grow its own advertising business.
Executives Say Regulatory Path Is Clear Khosrowshahi said Uber believes it has “a clear path to closing” and has structured the transaction to facilitate the regulatory process while preserving the strategic value of the combination. He said Uber’s diligence included a detailed review of the regulatory framework and characterized the deal as an expansion into complementary markets rather than a combination of overlapping delivery businesses.
Krishnamurthy said the German takeover process is complex but includes “well-defined steps.” He said Uber already has economic exposure to 37% of Delivery Hero and that Prosus has irrevocably committed to tender its stake, bringing Uber’s economic ownership position to more than 50% following a successful offer.
Khosrowshahi closed the call by thanking the Delivery Hero and Uber teams and said the companies have more work ahead to realize the potential value of the transaction for shareholders.
About Uber Technologies (NYSE:UBER)Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.
Uber's principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.
This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].
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Are we heading toward an artificial intelligence (AI) infrastructure spending cliff? Some investors and analysts have been saying so for a while now, predicting that the leaders in the AI industry, such as Nvidia (NVDA 2.43%), could see their financial results worsen significantly once it happens. However, there are plenty of signs suggesting that AI spending isn't slowing down at all and may actually accelerate over the medium term. We could point to projections by other analysts and institutions. Some see AI infrastructure spending exceeding $1 trillion by 2029, up from $318 billion in 2025.
Perhaps more tellingly, plenty of companies are actively saying they will spend more on AI and putting their money where their mouths are. Let's consider three examples: Space Exploration Technologies (SPCX 3.08%), Alphabet (GOOG 4.43%) (GOOGL 4.48%), and SK Hynix (SKHY 13.73%). These corporations are flashing a bullish signal for Nvidia. Here's what investors need to know.
Image source: The Motley Fool.
The expensive AI infrastructure build-out Let's start with SpaceX, the space company with massive AI-related ambitions. SpaceX argues that AI represents, by far, its largest addressable market, which it estimates is $26.5 trillion. Before it can capitalize on this opportunity, though, SpaceX has to invest massive sums of money. In 2025, the company invested $12.7 billion in capex within its AI segment, significantly more than what it spent across its two other business units combined. And through March 31, SpaceX's AI unit's capital expenditures totaled $7.7 billion -- representing a $30.8 billion run rate -- suggesting the spending is accelerating.
And according to SpaceX's CEO, Elon Musk, the company will continue ordering racks of Nvidia's products. Next, let's consider Alphabet, which recently announced an $80 billion equity capital raise to fund its AI projects. The company said it would spend between $180 billion and $190 billion in capex this year. Management also warned investors: Capex spending will grow significantly in 2027. Alphabet was also clear that Nvidia's GPUs (Graphics Processing Units) are central to its AI business, even as it ramps up production of its internally developed custom AI chips.
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Then there is SK Hynix, a South Korean company that recently made its U.S. stock market debut. SK Hynix is a leading semiconductor company that manufactures HBM (High Bandwidth Memory) chips, which are a key component packaged with Nvidia's GPUs and provide the high-speed memory needed to run massive AI workloads efficiently. SK Hynix recently committed 1,100 trillion South Korean won (about $743 billion) to expand its manufacturing capacity over the medium to long-term. This is another bullish sign for Nvidia, as it signals that one of its suppliers is doubling down on expanding its manufacturing capacity, expecting the momentum we are seeing in the industry to continue.
What this means for Nvidia Nvidia's quarterly revenue has now increased sequentially for 14 straight quarters. That, in itself, is clear evidence of accelerating demand for the company's products in an otherwise cyclical semiconductor industry, and the company should maintain that momentum. It is now clear that AI will change every sector and industry. As companies seek to implement various AI-powered initiatives -- including AI agents that will automate many tasks -- demand for Nvidia's hardware should remain strong.
True, there is growing competition, but Nvidia has a massive lead in its core GPU market. It has also expanded beyond this niche and now offers products across the full stack of the AI infrastructure ecosystem, including CPUs (Central Processing Units) and GPUs, networking hardware, software, and much more. It may not be the top player across every single one of these niches, but its leadership in GPUs gives it a competitive edge in expanding across the AI infrastructure stack, allowing it to leverage its dominant ecosystem. The bottom line: The company's tailwind likely isn't over yet. Those who bet against Nvidia may keep losing.
NEW YORK--(BUSINESS WIRE)--Today, as part of its five-year Blueprint for Housing Opportunity initiative, the Citi Impact Fund announced that it will invest $25 million in companies propelling innovative solutions for housing access, supply and affordability in communities nationwide. These investments will support entrepreneurs and leaders at the forefront of this work, who are leveraging technology to drive innovation across the housing ecosystem — from AI-enabled platforms that help contracto.
SAN FRANCISCO--(BUSINESS WIRE)--Today, Visa (NYSE: V) announced the Visa Stablecoin Platform (VSP), a new enterprise platform designed to help financial institutions, fintechs, and crypto natives access stablecoin capabilities through a single Visa-managed environment. Building on Visa's broader crypto strategy, VSP gives FIs, fintechs and other payment providers a simple way to access, store, and redeem stablecoins, beginning with Open USD (OUSD), a new stablecoin recently introduced by Open S.
CINCINNATI--(BUSINESS WIRE)--The multi-year, multi-brand partnership between Procter & Gamble and USA Gymnastics (USAG) will officially debut with Head & Shoulders, the Official Shampoo of USA Gymnastics, at the 2026 U.S. Classic in Hartford, CT (July 17–18). A long-standing global Olympic and Paralympic Partner, P&G launched the USAG partnership in February when they celebrated the conclusion of The Olympic and Paralympic Winter Games Milano Cortina 2026 and generated excitement fo.
It's never good when a CEO admits, "This quarter we faltered." But that's the situation facing International Business Machines (IBM +3.87%) this week, as CEO Arvind Krishna made the rare acknowledgment in a letter to shareholders.
Krishna's acknowledgment came as IBM issued preliminary earnings results for the second quarter, warning that sales were lower than anticipated as customers shifted spending away from IBM and into memory and storage products ahead of anticipated price increases. "These conditions require our teams to execute perfectly, and this quarter we faltered," he wrote. "We did not adapt and move quickly enough, and numerous large deals failed to close on the timelines we expected, driving the majority of our shortfall."
IBM stock tumbled 25% -- the worst day in its 115-year history -- and is now down 26% so far in 2026.
Image source: Getty Images.
But remember, IBM stock had been on the rise before this week's disaster; shares were up 35% in 2025 on the strength of its mainframe and server business. It's also a reliable dividend stock, with a 3.1% yield that's far above average for tech stocks, and has increased the dividend for 31 consecutive years.
Is IBM's earnings miss an anomaly? Perhaps this is an opportunity to pick up deeply discounted shares.
The case for buying IBM in 2026 As Krishna points out, the biggest problem for IBM right now is that customers are diverting money from the company to storage and memory products. Data centers require ample DRAM and NAND storage, and manufacturers like Micron Technology are reaping the benefits.
However, I see this as a short-term problem. The DRAM and NAND supply is expected to remain tight through the second half of this year, but eventually the supply-demand balance will correct itself.
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IBM is rolling out its new z17 mainframes, powered by Telum II processors and Spyre Accelerator chips, to process AI workloads. The z17 allows customers to run AI on the platform alongside their enterprise data, rather than transferring it to the cloud for inference. I expect the z17 to eventually be a significant driver for IBM, even though market conditions are causing revenue to be down this quarter.
Also, IBM is a top company in the growth of quantum computing. It's on track to deliver the first large-scale fault-tolerant quantum computer by 2029, and plans to invest more than $10 billion in quantum computing in the next five years.
IBM is still projecting $17.2 billion in revenue for the second quarter and year-to-date free cash flow of $4.8 billion when it reports final numbers on July 22. However, I'll be watching to see if management adjusts its full-year guidance of 5% revenue growth and free cash flow of $15.7 billion. If it can maintain that guidance, then I feel really good about IBM in the second half of the year, and would expect shares of this top dividend stock to begin a steady recovery.
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leading global edge cloud platform, today announced that it will host investors and analysts at its 2026 Investor Day at the Nasdaq MarketSite in New York City on September 22, 2026. This half-day event will feature presentations by Fastly's executives who will provide updates on the company's strategy, product roadmap, financials, and business outlook. Fastly will host a live virtual webcast of the event beginning at 1:00 PM ET. To.
MINNEAPOLIS--(BUSINESS WIRE)--Totino's is amping up the flavor in the freezer aisle with new Pizza Rolls™ and Ultimate Pizza™ inspired by the bold flavor combos and snack hacks fans already love. From Garlic Parm and Zesty Limón to Chicken Bacon Ranch and Mexican Style, the new flavors are rolling out nationwide this summer, delivering even more craveable ways to satisfy snack attacks. Snack lovers have been putting their own spin on Totino's Pizza Rolls for years — dunking, dusting, saucing an.
