Track market-moving stories before they get noisy

15.7.2026 12:21, BLK

Největší správce aktiv na světě BlackRock zveřejnil výsledky hospodaření za druhé čtvrtletí roku 2026. Objem spravovaných aktiv (AUM) překonal průměrný odhad analytiků a dosáhl rekordní hodnoty. Nad odhady byly rovněž výnosy i čistý příliv aktiv.

Výsledky společnosti BlackRock (BLK) za 2Q 2026   2Q 2026 Konsensus 2Q 2026 2Q 2025 Výnosy (mld. USD) 7,08 6,82 5,42 Čistý zisk (mld. USD) 1,91 -- 1,59 Očištěný zisk na akcii (EPS, USD/akcie) 13,91 12,66 12,05 Výsledky za 2Q Objem spravovaných aktiv (AUM) dosáhl rekordních 15,34 bil. USD, meziročně vzrostl o 22 % a překonal odhad 15,19 bil. USD.

Čistý příliv aktiv, zdroj: Blackrock

Čisté přílivy aktiv dosáhly 191,70 mld. USD, výrazně nad odhadem 175,92 mld. USD a nad loňskými 67,74 mld. USD. Z toho dlouhodobé přílivy činily 199,13 mld. USD. Institucionální klienti přinesli čisté přílivy 2,34 mld. USD, retailoví klienti 18,86 mld. USD. Podle typu produktu směřovalo do akciových strategií 71,60 mld. USD a do dluhopisových strategií 92,10 mld. USD.

Výnosy meziročně vzrostly o 31 % na 7,08 mld. USD, nad odhadem 6,82 mld. USD. Základní poplatky a výnosy z půjčování cenných papírů dosáhly 5,73 mld. USD (+29 % meziročně), nad odhadem 5,6 mld. USD. Výkonnostní poplatky (performance fees) činily 305 mil. USD oproti loňským 94 mil. USD, nad odhadem 276,4 mil. USD. Výnosy z technologických služeb dosáhly 566 mil. USD (+13 % meziročně), nad odhadem 551,7 mil. USD.

Celkové náklady vzrostly o 25 % meziročně na 4,62 mld. USD, nad odhadem 4,49 mld. USD.

Provozní marže dosáhla 34,7 % oproti loňským 31,9 %, pod odhadem 35,5 %. Očištěná provozní marže činila 45,9 % oproti loňským 43,3 %, nad odhadem 44,7 %.

Komentář CEO Laurence Fink, předseda představenstva a generální ředitel BlackRocku, uvedl: „Fundamenty trhu jsou silné a dobře podpořené, s vyššími maržemi a momentem v ziskovosti, které katalyzují nové technologie. Rozsah a hloubka našich klientských vztahů globálně nikdy nebyly větší. Klienti se obracejí na BlackRock kvůli poznatkům a příležitostem. To pohání rekordní finanční výkonnost, přílivy 868 mld. USD za posledních dvanáct měsíců a 10% růst organických základních poplatků. Přílivy za prvních šest měsíců roku 2026 více než zdvojnásobily meziroční hodnotu, což posunulo AUM na rekordních 15,3 bil. USD.“

„Ve druhém čtvrtletí nám klienti svěřili 192 mld. USD čistých přílivů, což generovalo 8% organický růst základních poplatků – výrazně nad naším cílem. iShares překročily 6 bil. USD v AUM, což je zhruba dvojnásobek za tři roky. Naše čtvrtletní upravená provozní marže dosáhla 45,9 % – nejvyšší za téměř pět let. Čtvrtletní provozní zisk vzrostl přibližně o 40 % meziročně. A naše přesvědčení o dalším růstu BlackRocku nás vedlo ke zvýšení plánované úrovně zpětných odkupů akcií v roce 2026 na 2 mld. USD,“ dodal Fink.

Návrat kapitálu akcionářům Společnost v aktuálním kvartále odkoupila vlastní akcie v hodnotě 450 mil. USD. Zároveň oznámila zvýšení plánovaných čtvrtletních zpětných odkupů na 550 mil. USD.

Akcie BlackRock Akcie BlackRock (BLK) v předburzovní fázi obchodování rostou o 1,91 % na 1 045,00 USD.

Akcie Blackrock Inc (BLK) před výsledky uzavřely na 1025,44 USD Ukazatel   Ukazatel   Kapitalizace (mld. USD) 167,7 P/E 23,0 Vývoj za letošní rok (%) -4,2 Očekávané P/E 18,9 52týdenní minimum (USD) 917,4 Prům. cílová cena (USD) 1269 52týdenní maximum (USD) 1219,94 Dividendový výnos (%) 2,1 Zdroj: BlackRock, Bloomberg

Michal Šnobl, Fio banka, a.s.

For Immediate ReleaseChicago, IL – July 15, 2026 – Today, Zacks Equity Research Corning Inc. (GLW - Free Report) , Viavi Solutions Inc. (VIAV - Free Report) and Ooma, Inc. (OOMA - Free Report)

Industry: Communication Components

Link: https://www.zacks.com/commentary/2953241/3-communication-stocks-set-to-soar-on-inherent-sector-strength

The Zacks Communication - Components industry is likely to benefit from healthy demand trends driven by the fast-track 5G deployment and the transition to cloud and fiber networks. However, volatility in prices due to elevated customer inventory levels, high capital expenditure for infrastructure upgrades, margin erosion, volatility in oil prices and geopolitical conflicts has dented the industry’s profitability.

Of the industry players, Corning Inc., Viavi Solutions Inc. and Ooma, Inc. are likely to gain in the long run as demand for scalable infrastructure for seamless connectivity rises with the widespread proliferation of IoT, accelerated 5G rollout and fiber densification.

Industry DescriptionThe Zacks Communication - Components industry primarily comprises companies that provide diverse telecom products and services to develop scalable network architecture, demand-driven video solutions and broadband access equipment. These include various building blocks such as small cells, routers and antennas incorporated into equipment and facilities and subsequently utilized by service providers to build networks for end users.

Their product portfolio encompasses optical and copper connectivity products, hybrid fiber-coaxial equipment, edge routers, metro Wi-Fi, storage and distribution equipment for cable TV operators, modems, EMTAs (Embedded Multimedia Terminal Adapter), gateways, set-top boxes, analog and digital microphones, audio processors, glass substrates for LCD TVs and notebooks, and ceramic substrates for mobile and laboratory filtration products.

What's Shaping the Future of the Communication Components Industry?Software-Driven Data-Centric Connectivity: The firms are likely to benefit from a software-driven, data-centric approach that helps customers build their cloud architecture and enhance the cloud experience. The industry participants are well-poised for growth in the data-driven cloud networking business with proactive platforms and predictive operations. Fiber networks are essential for the growing deployment of small cells that bring the network closer to the user and supplement macro networks to provide extensive coverage.

Telecom service providers are increasingly leaning toward fiber optic cable to meet the burgeoning demand for cloud-based business data and video streaming services by individuals. Moreover, the fiber-optic cable network is vital for backhaul and last-mile local loops, which are required by wireless service providers to deploy the 5G network.

Network Convergence: With operators moving toward converged or multi-use network structures, combining voice, video and data communications into a single network, the industry is increasingly developing solutions with steady R&D investments to support wireline and wireless network convergence. These investments are likely to help minimize service delivery costs to adequately support broadband competition and expand rural coverage and wireless densification. The industry players have enabled enterprises to rapidly scale communications functionalities to a vast range of applications and devices with easy-to-use software application programming interfaces. The firms support high user volumes without affecting deliverability and cost-effectively eliminate performance degradation.

Waning Profits: Although higher infrastructure investments will eventually help minimize service delivery costs to support broadband competition and wireless densification, short-term profitability has largely been compromised. High technological obsolescence of most products has escalated operating costs with steady investments in R&D. High customer inventory levels and a conservative approach toward placing orders for high-value items remain other headwinds. Moreover, high raw material prices due to the United States-Iran war, volatility in oil prices due to restrictions across the Strait of Hormuz and the consequent economic fallout have affected the operation schedule of various firms.

Solid Demand Trends: As both consumers and enterprises are using networks more extensively, there is tremendous demand for quality networking components. Additionally, data consumption patterns are changing, with a growing propensity to consume more video content, creating the need for faster data transfer. Since optical networks are more efficient and most existing networks are copper-based, the demand for optical solutions is strong. The industry firms offer several products focused on the data center, with a typical portfolio comprising optical fiber, hardware, cables and connectors, enabling them to meet the evolving customer requirements and bridge the digital divide across the United States.

Zacks Industry Rank Indicates Bullish ProspectsThe Zacks Communication - Components industry is housed within the broader Zacks Computer and Technology sector. It carries a Zacks Industry Rank #31, which places it among the top 13% of more than 250 Zacks industries.

The group’s Zacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates rosy prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.

Before we present a few communication component stocks that are well-positioned to outperform the market based on a strong earnings outlook, let’s take a look at the industry’s recent stock market performance and valuation picture.

Industry Outperforms S&P 500, SectorThe Zacks Communication - Infrastructure industry has outperformed the S&P 500 composite and the broader Zacks Computer and Technology sector over the past year.

The industry has jumped a stellar 293.4% over this period compared with the S&P 500 and sector’s rise of 23.6% and 33.2%, respectively.

Industry's Current ValuationOn the basis of the trailing 12-month price-to-book (P/B), the industry is currently trading at 12.21 compared with the S&P 500’s 8.09X. It is also above the sector’s trailing 12-month P/B of 10.45X.

Over the past five years, the industry has traded as high as 15.4X, as low as 1.72X and at the median of 2.53X.

3 Communication Components Stocks to BuyCorning: New York-based Corning produces advanced glass substrates that are used in various applications across multiple markets, such as display technologies, optical communications, environmental technologies, specialty materials and life sciences businesses. The stock has surged 248.6% over the past year. The Zacks Consensus Estimate for the current and next fiscal-year earnings has been revised 14.3% and 40.2% upward, respectively, over the past year. It has a long-term earnings growth expectation of 23.9% and delivered an earnings surprise of 2.4%, on average, in the trailing four quarters.

Corning continues to focus on developing state-of-the-art cover materials, which have been deployed on more than 8 billion devices. It offers several products focused on the data center, with a portfolio consisting of optical fiber, hardware, cables and connectors, enabling it to create optical solutions to meet evolving customer needs. The rising adoption of innovative optical connectivity products for generative AI applications is expected to be a key growth driver for the company. Corning currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Viavi: Headquartered in Scottsdale, AZ, Viavi is a leading provider of network test, monitoring and service enablement solutions to diverse sectors across the globe. It offers products with end-to-end network visibility and analytics that help build, test, certify, maintain and optimize complex physical and virtual networks. It delivered an earnings surprise of 13%, on average, in the trailing four quarters. The Zacks Consensus Estimate for the current and next fiscal-year earnings has been revised 69.1% and 106.8% upward, respectively, over the past year.

The integration of Spirent’s high-speed Ethernet and network security testing assets continues to contribute to revenue growth and broadens Viavi’s addressable market across enterprise and data center applications. Investments in PCIe 7.0 analysis capabilities and the launch of the CyberFlood CF1000 platform expand Viavi’s ability to validate AI inference workloads, encrypted traffic and next-generation data center infrastructure. It strengthens exposure to long-term AI-related network testing demand and supports continued growth in lab, production and field-testing solutions. This Zacks Rank #2 company is up 300.4% in the past year.

Ooma: Headquartered in Sunnyvale, CA, Ooma offers cloud-based communications solutions, smart security and other connected services. Its smart software-as-a-service and unified-communications-as-a-service platforms serve as a hub for seamless communications and networking infrastructure applications. This Zacks Rank #2 firm delivered an earnings surprise of 14.2%, on average, in the trailing four quarters. The Zacks Consensus Estimate for the current and next fiscal-year earnings has been revised 40.2% and 17.2% upward, respectively, over the past year. It has a VGM Score of A. The stock was up 68.2% in the past year.

Ooma’s focus on small business customers with simple, easy-to-use interfaces that can be implemented quickly without IT support for an integrated business connectivity solution is likely to drive healthy growth momentum. Its low-cost fixed line that reportedly offers faster emergency access services is expected to gain traction, while increased penetration within enterprise markets with customized offerings is expected to bear fruit.

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Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.

SAN FRANCISCO, July 15, 2026 (GLOBE NEWSWIRE) -- Girard Sharp, LLP, a national investment, securities, and class action firm, announces an investigation of potential securities claims on behalf of former Blue Owl Technology Finance Corp. II (“Blue Owl Technology II”) investors who received shares of Blue Owl Technology Finance Corp. (“Blue Owl Technology”) in connection with Blue Owl Technology’s merger with Blue Owl Technology II on March 24, 2025.

Blue Owl Capital describes itself as “a specialty finance company focused on lending to U.S. middle-market companies.” Similarly, Blue Owl Technology describes itself as “a specialty finance company focused on making debt and equity investments to U.S. technology-related companies, with a strategic focus on software.” Both Blue Owl funds are externally managed by affiliates of Blue Owl Capital, Inc. (NYSE: OWL).

Since June 13, 2025, the date on which Blue Owl Technology listed its shares on the NYSE, Blue Owl Technology’s share price has declined by over 30%.

Girard Sharp’s investigation focuses on whether there may have been undisclosed issues with the Blue Owl funds’ investment portfolios.

If you are a former investor of Blue Owl Capital III or Blue Owl Technology II and would like to discuss your claim, please fill out our contact form, email [email protected] or call (866) 981-4800 for a free consultation.

Why Girard Sharp?

Girard Sharp represents investors, consumers, and institutions in class actions and other complex litigation nationwide. We serve on the Plaintiffs’ executive committee in the recent spoofing litigation against JPMorgan Chase that settled for $60 million, a favorable resolution that the district court preliminarily approved in December 2021. Our attorneys have obtained multimillion-dollar recoveries for victims of unfair and deceptive practices in antitrust, financial fraud, and consumer protection matters against some of the country’s largest corporations, including Raymond James, John Hancock, and Sears. Girard Sharp has earned top-tier rankings from U.S. News and World Report for Securities and Class Action Litigation and has been repeatedly selected as an Elite Trial Lawyers finalist by the National Law Journal.

Contact

Girard Sharp LLP
(866) 981-4800
[email protected]
[email protected]
www.girardsharp.com 

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

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

Over the last six decades, the United States has accumulated nearly 100,000 metric tons of used nuclear fuel. Despite generating about one-fifth of the nation's electricity from nuclear power, the U.S. never established a permanent geological repository for spent commercial nuclear fuel.

This spent fuel could get a second chance if Oklo (OKLO +1.09%) has its way. That's because Oklo's nuclear reactors are designed to efficiently utilize spent nuclear fuel, creating an opportunity to get more from existing nuclear waste.

Here's what investors need to know about Oklo's long-term vision.

Today's Change

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1.09

%) $

0.50

Current Price

$

46.31

How Oklo plans to get more from nuclear waste When it comes to nuclear energy, used nuclear fuel is not fully depleted or useless material. That's because conventional light-water reactors extract less than 5% of the total energy potential from enriched uranium before the assemblies stop generating power efficiently and are removed. While conventional reactors cannot use the spent fuel, the remaining material still contains large quantities of uranium and other elements that advanced reactor designs could utilize.

Oklo plans to use this spent fuel in its Aurora fast reactor, a compact, advanced reactor designed to operate on high-assay low-enriched uranium (HALEU) and recycled nuclear materials. This is possible because fast reactors can more efficiently utilize the heavier isotopes in spent nuclear fuel, enabling closed-loop fuel cycles.

Image source: The Motley Fool.

Oklo's initial powerhouses are expected to use fresh HALEU fuel, but in the longer term, the company aims to recycle portions of the country's accumulated used-fuel inventory into new reactor fuel. If it succeeds, it could expand domestic fuel supplies, reduce dependence on newly mined uranium, and lessen the burden of nuclear waste management by producing 90% less high-level waste than conventional reactors.

Oklo's use of recycled nuclear fuel could make it an innovator in the nuclear energy space, and it is investing nearly $1.7 billion to build a nuclear fuel recycling facility in Tennessee. Construction is expected to begin here in 2027, with the facility projected to begin producing recycled fuel by the 2030s.

What's next for Oklo? Oklo is making important progress with its nuclear reactor technology. The company's anchor project is the Aurora Powerhouse located at the Idaho National Laboratory. Here, the company will build a 75-MWe liquid-metal-cooled, metal-fueled reactor and aims to begin operations as soon as 2028.

It also has a major deal with Meta Platforms to build a 1.2-GW clean energy campus in Ohio. It has signed a Letter of Intent (LOI) with Centrus Energy to purchase HALEU fuel for this facility, which is slated to start delivering power in 2030, and the full campus is expected to be completed by 2034.

That said, it has a long road ahead and is vulnerable to regulatory setbacks. On top of that, it will incur significant expenses (it projects $350 million to $450 million in capital expenditures this year) before becoming commercially viable.

For those reasons, Oklo is a speculative stock best left to aggressive investors with a long-term perspective.

15.7.2026 11:13

Průmyslová výroba (m-m) (sezónně očištěno) (květen):
aktuální hodnota: -0,2 %
očekávání trhu: 0,2 %
předchozí hodnota: 0,1 % / revize: 0,3 %

Průmyslová výroba (y-y) (očištěno o počet pracovních dní) (květen):
aktuální hodnota: -1,2 %
očekávání trhu: -0,4 %
předchozí hodnota: 0,3 % / revize: 0,4 %

Zdroj: Bloomberg

Michal Šnobl
Fio banka, a.s.
Prohlášení

A lawyer says Apple's case against OpenAI is really a fight to see what's behind the curtain By You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

OpenAI CEO Sam Altman looks past Apple CEO Tim Cook. Bloomberg/Getty Images Apple doesn't know what's happening behind OpenAI's closed doors, and its new lawsuit could change that.

Apple sued OpenAI in federal court on Friday, with a fiery complaint accusing the company of stealing trade secrets to build up its nascent hardware business. The suit pits an incumbent against a disruptor — OpenAI is working on devices that could threaten Apple's bottom line. Apple says OpenAI stole information in a "coordinated pattern of misconduct" and poached more than 400 employees from its ranks.

Patricia Lantzy, an attorney who leads Outside General Counsel's employment practice, told Business Insider that Apple likely brought this complaint in part because it had no other way to determine what information OpenAI might have taken. The complaint makes it clear there's a lot that Apple does not know about what OpenAI might have taken or what it might be doing with any potential trade secrets, she said.

"We have no interest in other companies' trade secrets," an OpenAI spokesperson said in a statement. "While we take these allegations seriously, we're not aware of any evidence that this complaint has merit. We believe in fair competition and allowing people the freedom to work wherever they choose, and we're focused on building innovative technology that empowers people everywhere."

Apple did not respond to a request for comment from Business Insider.

Lantzy laid out the case's most important questions for Apple and OpenAI to answer.

Apple wants more informationApple alleges that its former engineer, Chang Liu, used his old company laptop to access Apple systems during his new job at OpenAI, downloading confidential files containing technical specifications, manufacturing processes, and more. Apple is also accusing OpenAI of pumping potential recruits for confidential information about the iPhone giant's work.

Apple's suit calls these allegations the "tip of the iceberg," saying it "lacks visibility into what's been happening behind closed doors at OpenAI."

Lantzy said a lawsuit's discovery process can help Apple find out exactly what's happening. It's an alternative to something drastic and illegal like corporate espionage, she said.

Apple's point of view seems to be, "We need the court's help to hash out these facts and discover exactly what has gone on here," she said.

Apple's legal argument hinges on a 2016 lawThe thrust of the lawsuit hinges on the 2016 Defend Trade Secrets Act, which allows companies to sue for trade secret theft.

Apple will need to prove that any information in question was actually secret, that Apple took precautions to safeguard it, and that the defendants intentionally obtained it through improper means, Lantzy said.

Another important question, she said, is whether OpenAI actually used any stolen trade secrets in practice. That could have major ramifications in the case, where Apple has asked for monetary recovery and damages, or in lieu of those, a "reasonable royalty."

While it has hired hundreds of former Apple workers, OpenAI's hardware efforts are still early. Bloomberg reported on Tuesday that OpenAI's first device could be a screen-free smart speaker.

In the complaint, Apple alleges that OpenAI has deployed stolen secrets in its hardware development.

"That's kind of hard to prove at this stage," Lantzy said.

The attorney said California law generally protects OpenAI's recruitment of Apple employees, though if the company instructed decamping Apple workers to bring secrets with them, that would be "problematic."

"We're only reading Apple's side of it," Lantzy said. "We haven't gotten OpenAI's answer yet. That will also be illuminating, no doubt."

Have a tip? Contact this reporter via email at [email protected], or over text, Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

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Stephen Council You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

Stephen is a Senior Tech Reporter at Business Insider, covering OpenAI, Anthropic and the ecosystem around the leading artificial intelligence companies.Previously he covered technology at SFGATE, and has written for The Wall Street Journal, The Information and CNBC. He studied journalism and economics at Northwestern University.His work has earned an SF Press Club Investigative Reporting Award and, in 2025, SPJ NorCal’s Excellence in Journalism Award for Technology Reporting.Stephen lives in San Francisco. Contact him via email at [email protected], or on Signal, Telegram, or WhatsApp at 415-757-8198. Use a personal email address, a nonwork WiFi network, and a nonwork device; here's our guide to sharing information securely.

Apple OpenAI Sam Altman More Legal lawsuit Big Tech

Key Takeaways Citi posted Q2 revenue of $24.77B and EPS of $3.15, both ahead of consensus estimates.C kept its 2026 RoTCE target unchanged, prioritizing investment flexibility over a near-term goal.Citi raised its dividend 12%, launched a $30B buyback and highlighted record Services revenue. Citigroup Inc. (C - Free Report) used its second-quarter call to make a broader point than the headline beat. Management framed the quarter as evidence that the bank’s multiyear rebuild is producing stronger earnings power, while also creating room to invest more aggressively for future returns.

That message mattered because analysts pressed hard on why Citi kept its full-year return target unchanged despite a strong first half. Management’s answer was clear: it wants flexibility to accelerate organic investments, structural efficiency moves and funding actions rather than optimize for a single near-term waypoint.

Citi Ties the Quarter to a Stronger FranchiseChair and CEO Jane Fraser said the quarter marked Citi’s best quarterly revenue in a decade, with double-digit growth for the firm and in four of five businesses. She emphasized that the result was not just market-driven, but tied to prior investments, tighter execution and a more durable earnings profile.

Citi reported revenue of $24.77 billion and EPS of $3.15, both ahead of the Zacks Consensus Estimate of $23.68 billion and $2.72, respectively. 

Fraser also pointed to capital return as a sign of confidence. Citi plans to raise its dividend by 12% and launched a $30 billion common stock repurchase program, with $4 billion bought back during the quarter and about $5 billion returned through buybacks and dividends overall.

C Benefits From More Than One EngineManagement highlighted that Services posted its highest quarterly revenue ever, with revenue up 18% and RoTCE above 30%. Fraser and CFO Gonzalo Luchetti both tied that performance to deeper client relationships, operating deposit growth and continued demand for cross-border capabilities.

Markets also remained a major contributor. Revenue rose 17%, with Equities up 45% and prime balances up nearly 60%, while Fixed Income benefited from strength in foreign exchange, spread products and commodities.
Banking and Wealth added to the breadth story. Banking revenue climbed 34%, helped by a 44% jump in investment banking revenue, while Wealth revenue rose 13% for a ninth straight quarter as client investment assets grew 14% and net new investment assets strengthened.

Citi Defends Its Full-Year Return TargetThe central tension in the Q&A was Citi’s decision to keep its full-year 2026 RoTCE target at 10% to 11% even after generating 13.1% year to date. Luchetti said management wanted to preserve room for second-half seasonality, especially in Markets, and for a range of macro outcomes.

He also reaffirmed the full-year efficiency ratio target of around 60%, NII excluding Markets growth of about 5% to 6%, and a total U.S. credit card net credit loss rate of 4% to 4.5%.

What changed on the call was the emphasis. Fraser repeatedly told analysts Citi was focused on its near-term and medium-term return targets, not on maximizing a 2026 waypoint, and said a constructive environment would be used to pull forward investments that can support higher sustainable returns.

C Pushes Harder in Consumer CardsU.S. Consumer Cards was the clearest example of that strategy. Revenue rose just 1%, but management said the business absorbed deliberate investment in products, partnerships and customer acquisition, including the onboarding of an additional American Airlines co-branded portfolio with more than $6 billion in loans and over 2 million accounts.

Luchetti said expenses are expected to grow faster than revenue for the next few quarters as Citi invests in engagement and acquisitions. He stressed that the bank is comfortable doing so because Cards is a high-returning business, with second-quarter RoTCE at 22%.

Management also sounded constructive on credit. Luchetti said the U.S. consumer remains resilient, with card delinquencies and net credit losses down year over year and performance running in line with or better than expectations.

Citi Sees More Room on Efficiency and CapitalAnother important theme was self-help. Citi reduced headcount to 219,000 and incurred more than $800 million of severance year to date, as management continues to remove stranded costs, lower temporary transformation expenses and push productivity gains through technology and AI.

Fraser said much of the remediation work tied to Citi’s consent orders has now passed internal audit validation and can be handed to regulators. She added that Citi is already reducing related expenses as bodies of work are completed, rather than waiting for formal closure.

On capital, Citi ended the quarter with a 12.8% CET1 ratio, about 120 basis points above its current regulatory minimum. Luchetti also pointed to improving stress test results and a $500 million year-to-date reduction in disallowed deferred tax assets as evidence that the balance sheet story is improving alongside earnings.

C Keeps Playing the Long GameThe clearest takeaway from the call was tone. Citi did not argue that the second half must weaken. Instead, management argued that stronger operating momentum gives it more choices on where to invest and how quickly to execute structural actions.

That made the Q&A less about whether Citi could exceed its full-year target and more about whether it should optimize for that number. Fraser’s answer was that the bank is now in a position to think more about durability, market share and medium-term returns than about managing to a single annual figure.

What Zacks Signals Say on CC carries a Zacks Rank #3 (Hold), along with a Value Score of D, Growth Score of C, Momentum Score of A and VGM Score of C. Under Zacks’ framework, the Rank is the first screen because it reflects earnings estimate revisions, while Style Scores serve as complementary indicators over a similar one- to three-month horizon. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

That combination points to stronger momentum characteristics than value or broad style appeal right now. Zacks also notes that stocks with the most favorable return profiles typically pair a Zacks Rank #1 or #2 (Buy) with Style Scores of A or B, while a Zacks Rank #3 can still be held with attention to the score hierarchy. The Zacks Rank can change as analysts revise estimates after the quarter.

Key Takeaways JPM now expects 2026 NII excluding Markets of $96.5 billion and total NII of $105.5 billion.Investment banking fees rose 30%, and Markets revenues climbed 35% amid a robust deal pipeline.JPM cut its card net charge-off outlook to about 3.2% as delinquencies tracked better than expected. JPMorgan Chase & Co. (JPM - Free Report) used its second-quarter 2026 earnings call to push the story beyond a headline beat and toward a stronger full-year revenue outlook. Management highlighted a rare mix of elevated market activity, resilient consumer trends and broad-based business momentum.

The call also mattered because executives spent much of the Q&A defending the durability of those tailwinds while updating investors on leadership succession, capital deployment and the bank’s next wave of AI and digital investments.

JPM Raises the 2026 Revenue BarChief financial officer Jeremy Barnum said JPM now expects full-year net interest income excluding Markets of about $96.5 billion, up from the prior $95 billion view. Total NII is now expected to reach about $105.5 billion, helped by roughly $9 billion of Markets NII.

Barnum said the revised outlook reflects stronger deposit balances across wholesale and consumer banking, along with a somewhat firmer rate backdrop. He added that the most important implication is a higher exit run rate into next year.

The quarter itself added support. Excluding significant items, JPM reported EPS of $6.14, which topped the Zacks Consensus Estimate of $5.59. Fourth-quarter revenues came in at $57.35 billion, beating the estimate of $49.14 billion.

JPMorgan Sees a Healthy Deal BackdropBarnum described the commercial environment as especially supportive in investment banking and trading, though he stopped short of calling it fully repeatable. Investment banking fees rose 30% year over year, while Markets revenues climbed 35%.

He said the banking pipeline remains robust even after some transaction pull-forward, with large equity deals and faster M&A closings helping second-quarter performance. Management also said current activity levels are encouraging more activity rather than shutting it down.

At the same time, Barnum drew a distinction between healthy conditions and permanence. He said the market is clearly risk-on, but JPM is trying to support clients without relaxing its own risk discipline.

JPM’s Consumer Trends Stay ConstructiveBarnum said consumers and small businesses remain resilient despite elevated gas prices and inflation. He pointed to solid spending trends, stronger tax refunds and a durable labor market as key supports.

That message aligned with the numbers in Consumer & Community Banking, where revenues rose 8% year over year to $20.3 billion, and net income increased 3% to $5.3 billion. Management also noted more than 500,000 net new checking accounts in the quarter.

On credit, Barnum said delinquencies are tracking better than expected across FICO bands. JPM also lowered its full-year card net charge-off rate outlook to about 3.2%, reflecting stronger consumer performance.

JPMorgan Pushes Growth Despite Cost PressureOne of the sharper exchanges in the Q&A centered on expenses. Barnum raised the adjusted expense outlook to about $107.5 billion, saying the increase was driven mostly by volume- and revenue-linked costs tied to unusually strong activity.

Jamie Dimon, chairman and chief executive officer, rejected the idea that the bank should manage for perpetual operating leverage. He argued JPM’s model is to keep investing in branches, technology, bankers and marketing while still producing strong returns.

That stance also shaped the AI discussion. Dimon said the bank already has close to 1,000 use cases in motion, with roughly 50 considered especially important across fraud, risk, marketing, hedging, note-taking and document review. He framed AI as a tool to improve service and productivity, not a reason to assume structurally higher margins.

JPM Sticks With Organic Capital DeploymentCapital allocation drew another heavy round of questions after the bank bought back $6.2 billion of stock in the quarter and reported a 14.1% standardized CET1 ratio. Dimon said buybacks are an investment decision, not simply a return of capital.

He said the bank still sees a large set of organic opportunities across cards, branches, payments, digital products and international expansion. That helps explain why management remains willing to preserve flexibility even with returns running well above long-term targets.

On regulation, Dimon again pressed for changes to Basel III endgame proposals, arguing that some capital calculations still double-count risk. Barnum added that regulatory stability would be welcome, but said JPM’s current valuation is not obviously being capped by regulation alone.

JPMorgan Broadens the Leadership StoryLeadership succession also moved to the foreground. Dimon said the elevation of Doug Petno and Troy Rohrbaugh to co-presidents does not change the expected succession timetable, which he again described as being measured in several years and ultimately up to the board.

Dimon defended Rohrbaugh’s move into the consumer role by emphasizing broad management ability, culture and operating depth rather than narrow product experience. He said the bank wants leaders who can carry the franchise across businesses, not just excel in one silo.

That answer fit the broader tone of the call. JPMorgan presented itself as a bank still leaning into growth, still investing through the cycle and still treating today’s unusually favorable environment as a chance to build, not coast.

Zacks Signals Still Favor SelectivityJPM carries a Zacks Rank #2 (Buy). Under the Zacks framework, Rank #1 (Strong Buy) and #2 stocks have the strongest potential to outperform over the next one to three months, especially when paired with favorable Style Scores. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Style Score picture is mixed. JPM has a Momentum Score of A, but Value, Growth and VGM Scores of F. That combination points to stronger price-action support than broad style-based appeal, and it also means the current Zacks Rank can still change as estimate revisions move after the quarter.

PayPal stock is rising following a report that a rival has teamed up with private-equity firm Advent International to make an offer for the company.

PayPal's stock surged in premarket trading after reports emerged that Stripe and Advent International had offered to acquire the company for over $53 billion. 

The offer, valued at $60.50 per share, represents roughly a 28% premium over PayPal's most recent closing price. Shares have traded as low as $38.46 over the past year, a steep comedown from PayPal's peak market capitalization near $343 billion in 2021. 

So how did PayPal fall from a $343 billion valuation to being acquired for just $53 billion?

PayPal, one of the best-known in the fintech industry, has fallen from grace in the past few years. Its stock has plunged from the pandemic-era high of $300 to the premarket level of $54. Its market capitalization has plunged from $343 billion in 2021 to $53 billion today.

The decline has coincided with the broader weakness in the fintech sector, with many of its competitors being much lower than their all-time highs. Jack Dorsey’s Block has plunged from a high of $288 to $79 today, while Shift4 Payments fell from $127 to $50. SoFi stock has pulled back from $32.70 to $18.

Even traditional payment companies have struggled in this period. Mastercard stock has dropped by 2.27%, while Visa has risen by just 2.2% in the last 12 months.

The main reason behind this crash is that PayPal’s business is no longer growing as it did before. SeekingAlpha data shows that its annual revenue growth has slumped from 8.46% in 2022 to 4.32% last year. And analysts anticipate that its annual revenue will grow by 3.50% this year to $34 billion.

PayPal’s business has found substantial competition challenges across its branded and unbranded business in the past few years. Its branded business has faced competition from companies like Google, Amazon, and Apple.

Its unbranded business is also facing strong competition from other money processors globally. 

At the same time, the company's strategy to pivot its business has not been particularly successful. A good example is the launch of its stablecoin business. Launched in 2023, PYUSD has grown to a market capitalization of just $2.58 billion, making it far smaller than USDC and USDT.

Similarly, its attempts to introduce new management have not been successful. It replaced Dan Schulman with Alex Chriss in 2023. After attempting to reinvigorate its growth, Chriss exited this year and was replaced by Enrique Lores, a former President and CEO of HP. 

Stripe and Advent are said to have made a $53 billion bid for PayPal. Such a deal would make sense for them as PayPal is one of the most undervalued companies in Wall Street, with a forward PE ratio of 8.9, much lower than the S&P 500 average of 23. The two companies may decide to break PayPal apart, potentially by spinning off Venmo into an independent company.

The challenge, however, is whether PayPal will accept a buyout deal. If it does, it will demand a higher price than the $53 billion that the two companies have suggested. Also, there is a likelihood that more bidders will come in and place a higher offer, which will benefit existing shareholders.

The Travelers Companies, Inc. (NYSE:TRV) will release its second quarter earnings report before the opening bell on Friday, July 17.

Analysts expect the New York-based company to report quarterly earnings of $5.33 per share, down from $6.51 per share in the year-ago period. The consensus estimate for Travelers’ quarterly revenue is $10.99 billion. It reported $10.92 billion last year, according to Benzinga Pro.

On April 16, Travelers Companies reported better-than-expected first-quarter results.

Travelers shares fell 1.4% to close at $336.83 on Tuesday.

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.

Considering buying TRV stock? Here’s what analysts think:

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Britain's competition regulator on Wednesday cleared eBay's planned takeover of ​fashion resale platform Depop, concluding ‌an initial probe and removing a potential hurdle for the U.S.-based company in closing ​the deal.

IBM stock suffered its worst one-day decline on record after the technology group admitted that customers were moving money away from its products and towards urgently needed data-centre infrastructure.

The stock plunged 25.2% to $217.07 on Tuesday, leaving it just above its 52-week low, after preliminary second-quarter revenue and profit missed Wall Street forecasts.

Yet Barclays analyst Saket Kalia sees a potential winner on the other side of that spending shift: network-security companies selling firewalls.

As per TipRanks, his industry checks identified Palo Alto Networks, Fortinet and Check Point as potential beneficiaries.

Palo Alto Networks is one of the world’s largest firewall providers and gives customers a broad portfolio spanning network, cloud and security operations products.

Its position makes it an obvious beneficiary when companies prioritise cybersecurity spending over less urgent software projects.

The stock climbed 6.8% to $352.89 on Tuesday as IBM’s warning drew attention to the resilience of security budgets.

Kalia’s analysis suggested that demand for firewall hardware was benefiting from the same urgency pushing companies to secure servers and memory before costs rise further.

The difficulty is valuation. TipRanks’ comparison tool showed no analyst-implied upside for Palo Alto at Tuesday’s closing level.

Its average 12-month target was $333.31, below the market price, despite a Strong Buy consensus.

Fortinet supplied Kalia with the strongest numerical evidence that customers are already buying more security hardware.

Its first-quarter product revenue jumped 41% from a year earlier to $645 million, while total revenue rose 20% to $1.9 billion.

Kalia pointed to that product strength as evidence that the shift was appearing in firewall sales rather than remaining a theoretical opportunity.

The company specialises in FortiGate firewalls and builds many of its own security processors, allowing it to offer high-performance appliances at competitive prices.

That could be particularly attractive when customers need greater network capacity to protect expanding AI infrastructure.

Fortinet shares gained 3.9% to a record $166.83 on Tuesday. But, like Palo Alto, the rally has overtaken the broader analyst consensus.

TipRanks listed an average target of about $117, while Barclays’ own latest target was $155 and TD Cowen recently raised its target to $215.

Check Point was the most modest gainer of the three, rising 2% to $137.02, but it offered the clearest valuation case.

The platform showed a Moderate Buy consensus and an average target of $148.36, implying almost 9% upside from the price used in its analysis.

The target was based on 12 Buy and 18 Hold ratings, with no Sell recommendations.

Check Point has traditionally been viewed as a slower-growing but profitable cybersecurity company.

That positioning could become more attractive if the current spending shift favours established firewall vendors without supporting the premium valuations attached to faster-growing rivals.

Still, Kalia included an important warning. The boost “could be temporary,” because companies may simply be bringing purchases forward to avoid supply constraints and higher prices.

Once that wave passes, the sector could experience a digestion period similar to the slowdown that followed pandemic-era technology spending.

15.7.2026 10:48

EUR/USD 1,1425 (euro posiluje o 0,05 %)
USD/CZK 21,2 (dolar oslabuje o 0,02 %)
EUR/CZK 24,22 (euro posiluje o 0,02 %)
GBP/CZK 28,37 (libra oslabuje o 0,11 %)
CHF/CZK 26,17 (frank oslabuje o 0,07 %)
PLN/CZK 5,5984 (zlotý posiluje o 0,04 %)

Zdroj: Reuters

Michal Šnobl
Fio banka, a.s.
Prohlášení

2.83K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in WDAY over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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.

OpenAI připravuje svůj první významný spotřebitelský hardware. Nepůjde však o klasický telefon ani chytrý reproduktor, nýbrž o nové domácí zařízení postavené od základu pro éru umělé inteligence, které má fungovat jako osobní digitální společník a centrum chytré domácnosti. Informuje o tom agentura Bloomberg s odvoláním na zdroje obeznámené s projektem.

Produkt je zatím ve vývoji a společnost jeho existenci oficiálně nepotvrdila, interně je ale popisován jako nový typ domácího počítače, který staví na schopnostech ChatGPT a pokročilých hlasových technologiích. Zařízení má komunikovat přirozeným způsobem, odpovídat na dotazy, přehrávat hudbu, pracovat se zprávami či pomáhat s ovládáním připojených domácích spotřebičů.

Pro OpenAI jde o významný strategický krok. Firma, která se stala jedním z hlavních tahounů současného boomu umělé inteligence, chce rozšířit své působení ze softwaru také do oblasti hardwaru. Tím by se dostala do přímější konkurence s technologickými giganty jako jsou Apple, Amazon nebo Google.

Vstup do segmentu zařízení však provázejí i právní komplikace. Minulý týden OpenAI zažaloval právě Apple s tvrzením, že společnost využívala obchodní tajemství související s vývojem budoucích produktů výrobce iPhonů. Podle zdrojů Bloombergu je však připravované zařízení natolik odlišné od produktů Applu, že společnost nepředpokládá porušení cizího duševního vlastnictví.

Hlubší porozumění

Hlavní ambicí OpenAI není vytvořit další chytrý reproduktor, ale zařízení, které bude postupně budovat hlubší vztah se svým uživatelem. Určujícím rysem produktu zkrátka bude jeho osobnost a schopnost spojit se s uživatelem na lidské úrovni.

Podle zdrojů má zařízení časem rozumět zvyklostem svého majitele, předvídat jeho potřeby a samo nabízet relevantní informace ještě předtím, než o ně uživatel požádá. OpenAI věří, že právě tato úroveň personalizace by mohla představovat zásadní odlišení od dnešních hlasových asistentů.

Významnou roli má hrát osobnost samotného zařízení. Produkt bude obsahovat pohyblivé mechanické prvky, které mají posílit dojem, že se jedná o „živého“ společníka, nikoliv pouze o pasivní elektroniku reagující na povely. K lepšímu pochopení uživatele by systém mohl využívat také osobní data, například obsah e-mailů nebo další informace, ke kterým dá majitel souhlas.

Jinými slovy, cílem je vytvořit fyzickou podobu ChatGPT v domácnosti a nabídnout zkušenost, která se bude více blížit komunikaci s člověkem než s běžným softwarem.

Nová hlasová technologie

Klíčovou součástí připravovaného zařízení má být pokročilá verze hlasového režimu ChatGPT označovaná jako GPT-Live. Technologie umožňuje plynulejší konverzaci, umí současně poslouchat i mluvit a přizpůsobovat se průběhu dialogu výrazně přirozenějším způsobem než dosavadní hlasoví asistenti.

Přestože výsledný produkt bude vzhledem připomínat reproduktor, OpenAI jej údajně nepovažuje za zařízení spadající do této kategorie. Interně jej popisuje jako nový druh počítače navrženého speciálně pro práci s umělou inteligencí a pro zvýšení osobní produktivity, vysvětluje Bloomberg.

Součástí hardwaru má být kamera a další senzory umožňující vyhodnocovat okolní prostředí a aktuální kontext uživatele. Zařízení se tak nebude spoléhat pouze na hlasové příkazy, ale bude schopné chápat situace ve svém okolí a podle nich reagovat.

Další důležitou vlastností má být integrovaná baterie. Uživatel nebude odkázán na jedno místo v domácnosti a zařízení bude možné během dne snadno přenášet mezi jednotlivými místnostmi. Může asistovat při vaření v kuchyni, pomáhat během domácích prací nebo sloužit jako hudební centrum v obývacím pokoji. Zároveň bude možné ponechat ho trvale zapojené na jednom místě.

Stovky pracovníků z Applu

Za hardwarovou strategií OpenAI stojí také rozsáhlé investice do vlastního vývoje. Společnost loni zaplatila 6,5 miliardy dolarů za startup io Products, který spoluzaložil slavný designér Jony Ive, dlouholetý autor ikonických produktů Applu.

Na vývoji nové produktové řady pracuje rovněž Iveho studio LoveFrom. Projekt podporuje řada bývalých designérů a inženýrů Applu, kteří se v minulosti podíleli například na vývoji iPhonu nebo počítačů Mac.

Významnou postavou je Tang Tan, někdejší šéf produktového designu iPhonu a nynější hardwarový ředitel OpenAI. Právě jeho Apple ve své žalobě obvinil z organizování aktivit zaměřených na získávání důvěrných informací o budoucích produktech společnosti. Lidé, kteří s Tanem spolupracovali, ho však popisují jako schopného manažera s hlubokými zkušenostmi v oblasti vývoje produktů a dodavatelských řetězců.

Apple ve své žalobě uvádí, že OpenAI zaměstnala více než 400 bývalých pracovníků firmy. Kromě Tana a Iva se na vývoji podílí například Evans Hankeyová, někdejší šéfka průmyslového designu Applu. Nedávno OpenAI získala také Paula Meada, který se v Applu podílel na vývoji headsetu Vision Pro a dalších budoucích zařízení rozšířené reality.

OpenAI odmítá, že by při vývoji využívala obchodní tajemství konkurence. Společnost uvedla, že nemá zájem o důvěrné informace jiných firem a že žalobu nepovažuje za podloženou dostupnými důkazy.

Apple naopak tvrdí, že rozsah přesunů zaměstnanců a rychlost vývoje nových produktů vyvolávají otázky, které si zaslouží prošetření. Zároveň ale připouští, že až soudní proces a fáze dokazování ukážou, zda skutečně došlo k využití chráněných technologií.

Právní spor může mít dopad i na načasování uvedení nového produktu. Apple totiž usiluje o soudní zákaz prodeje připravovaných hardwarových zařízení OpenAI, což by mohlo komercializaci oddálit, informuje Bloomberg.

Podle zdrojů OpenAI pracuje přibližně na pěti různých hardwarových produktech. Chytrý domácí společník má být prvním, který se dostane na trh. Představení by mohlo proběhnout ještě letos, samotný prodej je zatím plánován na příští rok.

Do budoucna firma zvažuje i mobilní AI zařízení, které by jednou mohlo nahradit dnešní chytré telefony, nositelná elektronika včetně přívěsku na krk nebo řešení z oblasti domácí robotiky.

CAMBRIDGE, Mass.--(BUSINESS WIRE)--Alnylam Pharmaceuticals, Inc. (Nasdaq: ALNY), the leading RNAi therapeutics company, today shared advances across its growing neuroscience portfolio at the Alzheimer's Association International Conference (AAIC) 2026. This scientific progress underscores the potential of RNAi therapeutics to address the needs of patients with debilitating neurological diseases. Mivelsiran: An investigational RNAi therapeutic targeting amyloid precursor protein (APP) in develop.

LONDON--(BUSINESS WIRE)--New Samsara research finds untracked operations are 70% more likely to face significant losses.

15.7.2026 09:43, RHM

Index DAX odepisuje 1,17 % na 24 852,44 b.

Německé akcie, měřené indexem DAX, v úvodu středečního obchodování klesají.

Nedaří se akciím zbrojařské společnosti Rheinmetall (-3,0 %), a to poté, co analytici z Bank of America snížili cílovou cenu na 1 300 EUR z původních 1 770 EUR.

Index DAX -1,17 % na 24 852,44 b. Nejsilnější akcie Změna Nejslabší akcie Změna HOCHTIEF AG (HOT) +1,1 % Rheinmetall AG (RHM) -3,0 % Qiagen (QIA) +0,5 % Infineon Technologies (IFX) -2,7 % Adidas (ADS) +0,3 % MTU Aero Engines (MTX) -2,4 % BMW (BMW) -0,2 % Zalando (ZAL) -2,3 % Merck (MRK) -0,2 % BASF (BAS) -2,1 % Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

Související odkazy Německé akcie ve čtvrtek posílily Frankfurtská burza v úvodu týdne mírně zpevnila Frankfurtská burza zakončila týden v zelených hodnotách Frankfurt uzavírá v plusu Německé akcie uprostřed týdne mírně posílily

CAMBRIDGE, Mass.--(BUSINESS WIRE)--HubSpot, Inc., the agentic customer platform for scaling businesses, announced today that it will host its Analyst Day in conjunction with UNBOUND 26 on Thursday, September 17, 2026 in Boston. The event will begin at 10:00 a.m. and conclude at approximately 12:30 p.m. Eastern Time. A live webcast and on-demand replay will be available at ir.hubspot.com, and the accompanying presentations will also be available on HubSpot's investor relations website at ir.hubs.

15.7.2026 09:31

Index PX oslabuje o 0,86 % na 2 594,36 b.

Pražská burza, měřená indexem PX, v úvodu středečního obchodování ztrácí.

Daří se akciím Photon Energy (+2,94 %), Primoco UAV (+1,05 %) a Gevorkyan (+0,53 %). Naopak nejvíce ztrácí akcie CSG (-2,95 %), VIG (-1,80 %) a Erste (-0,96 %).

Michal Bárta
Fio banka, a.s.
Prohlášení

15.7.2026 08:56

Čistý příliv kapitálu (květen):
aktuální hodnota: 132,2 mld. USD
očekávání trhu: --
předchozí hodnota: 26,1 mld. USD / revize 76,6 mld. USD

Čistý příliv dlouhodobého kapitálu (květen):
aktuální hodnota: 232,7 mld. USD
očekávání trhu: --
předchozí hodnota: 103,1 mld. USD / revize 104,8 mld. USD

Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

July 14, 2026 16:30 ET  | Source: Dime Commercial Bancshares, Inc.

HAUPPAUGE, N.Y., July 14, 2026 (GLOBE NEWSWIRE) -- Dime Commercial Bancshares, Inc. (NYSE: DCOM) (the "Company") today announced that the Company expects to release its earnings for the quarter ended June 30, 2026, before the open of the U.S. equity markets on Thursday, July 23, 2026. The Company will conduct a conference call at 8:30 a.m. (ET) on Thursday, July 23, 2026, during which President and Chief Executive Officer (“CEO”), Stuart Lubow, will discuss the Company’s second quarter financial performance. There will be a question-and-answer period after the CEO remarks.

Participants may access the conference call via webcast using this link: Webcast Link Here. To participate via telephone, please register in advance using this Registration Link. Upon registration, all telephone participants will receive a one-time confirmation email detailing how to join the conference call, including the dial-in number along with a unique PIN that can be used to access the call. All participants are encouraged to dial-in 10 minutes prior to the start time.

A replay of the conference call and webcast will be available on-demand which will be available for 12 months.

ABOUT DIME COMMERCIAL BANCSHARES, INC.

Dime Commercial Bancshares, Inc. is the holding company for Dime Commercial Bank, a New York State-chartered trust company with approximately $15 billion in assets and the number one deposit market share on Greater Long Island (1).

Investor Relations Contact:
Avinash Reddy
Senior Executive Vice President – Chief Operating Officer and Chief Financial Officer
Phone: 718-782-6200; Ext. 5909
Email: [email protected]

¹ Aggregate deposit market share for Kings, Queens, Nassau & Suffolk counties for commercial banks with less than $20 billion in assets.

FORWARD-LOOKING STATEMENTS
Statements contained in this news release that are not historical facts are forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are subject to risks and uncertainties which could cause actual results to differ materially from those currently anticipated.

Nizozemský výrobce čipových technologií ASML překonal očekávání trhu a podruhé letos zvýšil výhled tržeb, zatímco IBM včera zažilo prudký propad akcií poté, co přiznalo, že podcenilo přesun firemních investic od softwaru k budování AI infrastruktury a datových center.

Článek se odemkne 15.07.2026 9:44

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