Key Takeaways Delta maintained 2026 EPS of $6.50-$7.50 and free cash flow of $3-$4B despite record fuel costs.DAL's premium revenues rose 17%, loyalty 19%, cargo 39% and MRO 32% as broad demand stayed intact.Delta expects 2-3% fourth-quarter capacity growth, led by larger aircraft and international expansion. Delta Air Lines, Inc. (DAL - Free Report) used its second-quarter 2026 earnings call to deliver a clear message. Pricing discipline, diversified revenues and measured capacity are helping offset a sharp fuel headwind. Management framed the quarter less as a beat and more as proof that the model is holding up.
That mattered because Delta reaffirmed its full-year earnings and free cash flow outlook even after absorbing what executives described as the highest quarterly fuel cost in company history. The call also gave investors a firmer read on industry pricing, corporate demand and 2027 setup.
DAL Leans on Revenue DurabilityChief executive officer Ed Bastian said Delta’s diversified model is gaining strength as customers keep prioritizing travel and premium experiences. He tied that resilience to loyalty, corporate share, international exposure, cargo and maintenance revenues rather than to fare increases alone.
The company reported adjusted earnings of $1.56 per share, which surpassed the Zacks Consensus Estimate of $1.51. Revenues rose 13.9% year over year to $17.67 billion, which missed the Zacks Consensus Estimate of $17.76 billion by 0.53%.
Management emphasized that this performance came on roughly 1% capacity growth, reinforcing the idea that yield and mix, not aggressive expansion, are driving the current earnings profile.
Delta Keeps Full-Year Targets IntactThe clearest signal from the call was unchanged full-year guidance. Delta reaffirmed 2026 adjusted EPS of $6.50 to $7.50, free cash flow of $3 billion to $4 billion.
For the September quarter, management guided to mid-teens revenue growth, an operating margin of 11% to 13% and EPS of $2 to $2.50. Chief financial officer Erik Snell said that the outlook assumes an all-in fuel price of about $3.15 per gallon, including a refinery benefit of $0.05 per gallon.
Snell also said nonfuel unit cost performance should improve modestly in the third quarter and progress further in the December quarter, which he positioned as a step back toward Delta’s long-term low-single-digit CASM-ex framework.
DAL Sees Structural Change in PricingBastian was especially direct in Q&A on the industry backdrop. In response to a Deutsche Bank question, he argued that higher fuel, labor, airport and aircraft costs have forced structural changes across U.S. airlines, reducing the old low-cost carrier playbook’s ability to pressure fares.
He said Delta believes current revenue momentum can persist even if fuel moderates because fares still lag cumulative inflation since COVID, and much of the industry remains below its cost of capital. That was one of the clearest indications on the call that management sees the pricing environment as more durable than cyclical.
Joe Esposito, executive vice president and chief commercial officer, reinforced that point by saying Delta exited the quarter with a materially stronger TRASM run rate than it entered, as newer, higher-priced bookings replaced earlier sales made before the fuel recapture push took hold.
Delta Finds Strength Beyond Main CabinEsposito said broad demand strength remained intact across customer groups, with premium revenues up 17%, loyalty and related revenues up 19%, cargo up 39% and MRO revenues up 32% in the quarter. American Express remuneration rose 16% to $2.4 billion.
In prepared remarks and Q&A, management highlighted an improving balance between premium and main cabin trends. Esposito told Goldman Sachs that the main cabin unit revenues outperformed premium in the quarter as industry discount capacity came out, while premium demand still produced high-single-digit unit revenue growth.
Corporate sales also drew attention. Esposito said every sector posted double-digit growth, and he told Goldman Sachs that most of the roughly 20% increase reflected fare strength rather than a major volume rebound, leaving room for upside if volumes improve further.
DAL Uses Balance Sheet and Fleet as OffenseDelta ended the quarter with adjusted net debt of $13.6 billion and liquidity of $7.7 billion, while first-half operating cash flow reached $4.1 billion and free cash flow totaled $1.4 billion. Debt reduction remained a stated priority even as the company raised its dividend by 15%.
Management also tied future margin expansion to fleet upgauging, operational resilience and international growth. Bastian said Delta expects to return to a more normal 2% to 3% capacity growth rate in the fourth quarter, with growth centered on larger-gauge aircraft and selective international opportunities.
On execution, chief operating officer Dan Janki pointed to better baggage handling, stronger fleet reliability and further runway in TechOps. He said MRO revenues are still on track for roughly $1.2 billion this year, up nearly 50% from last year, with low-double-digit margins.
Delta’s Tone Stays Firm on the Back HalfThe call’s tone was confident but disciplined. Management did not present the quarter as a peak condition. Instead, executives repeatedly pointed to modest capacity, better unit revenue trends, cost normalization and stronger cash generation as the foundation for second-half earnings growth.
That framing left investors with a company focused on preserving pricing, expanding high-margin revenue streams and keeping leverage moving lower while still investing in product, technology and operations.
Zacks Signals for DALDAL carries a Zacks Rank #3 (Hold), along with a Value Score of A, Growth Score of C, Momentum Score of A and VGM Score of A. Within the Zacks framework, stronger Style Scores indicate more favorable value, growth or momentum characteristics, while the VGM score reflects a blended view across all three. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
A Zacks Rank #3 does not carry the same upside signal as a Zacks Rank #1 (Strong Buy) or 2 (Buy), even with strong Style Scores. The current mix points to attractive value and momentum traits, but the Zacks Rank can change as earnings estimate revisions adjust after the quarter.
Software companies have not performed well recently. One reason is that many investors believe artificial intelligence (AI) will replace their products and services, leaving their businesses struggling. However, many software stocks, rather than being replaced by AI, are actively adapting to the technology. Some will do so successfully and rebound from their recent declines. It would be wise to consider investing in leading software stocks that can bounce back before the rebound happens. Let's consider three options: Microsoft (MSFT +0.15%), Shopify (SHOP 0.49%), and Veeva Systems (VEEV +0.28%).
Image source: Getty Images.
1. Microsoft Microsoft is unquestionably one of the most successful software companies of all time. Having been around for decades, it has survived -- and been strengthened by -- multiple technological revolutions. For instance, the company had the foresight to launch a cloud computing business that is now one of its biggest growth drivers. Microsoft could do the same with AI as it incorporates the technology into its famous productivity suite. The company recently introduced Microsoft Scout, a personalized, autonomous AI agent that will be integrated into its apps and perform many tasks behind the scenes to help boost productivity.
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Will Microsoft Scout be successful? Maybe not, but even if it isn't, the company will regroup and try again. One of Microsoft's advantages is its deep, long-standing enterprise relationships. It is trusted by millions of businesses worldwide, which grants it a leg up in launching AI agents, gathering real-world feedback on how companies use them, and making adjustments as needed.
Beyond that, Microsoft's core business is performing well. The company's revenue and earnings are growing at a good clip, and it remains well-positioned to ride the growth of the cloud computing industry -- partly thanks to its AI-related work -- for a very long time. On top of that, the stock also offers a strong dividend program. For all those reasons, Microsoft is a top pick on the dip.
2. Shopify Shopify, a leading e-commerce company, has also launched a suite of AI tools. They help merchants on the company's platform build online storefronts faster, write product descriptions, create logos, and much more. These initiatives can help companies launch and scale their businesses more rapidly and better connect with their customers, boosting Shopify's gross merchandise volume and revenue.
The e-commerce leader appears to be adapting to the new AI world order just fine, but many investors remain skeptical of its prospects. In fairness, that's because of reasons that go beyond the potential impact of AI on its business. Shopify's financial results may be strong, but the company's valuation leaves little room for error. Shopify is trading at 65x forward earnings, versus an average of 21.4x for information technology stocks.
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At these levels, the stock may dip at any sign of trouble, and that's what happened when Shopify reported its first-quarter earnings and posted guidance that implied decelerating top-line growth. Even with these caveats, the stock looks attractive to investors focused on the long game. Shopify is a leader in its niche of the e-commerce market; it powers 30% of online businesses in the U.S. and boasts a competitive advantage thanks to high switching costs.
Further, given the industry's long runway for growth, Shopify is well-positioned to ride that tailwind and improve its financial results over the long term. Shopify is worth a premium (it has historically traded at high valuation multiples) given its growth prospects. Patient investors who purchase its shares on the dip may see outstanding returns over the long run.
3. Veeva Systems Veeva Systems is a cloud computing company that specializes in crafting products catered to the life sciences industry. Generic cloud solutions won't work for these corporations, given the unique demands of the sector, including the stringent regulatory rules they must navigate while seeking to bring products to market. Veeva Systems built its cloud products with these demands in mind, which is why the company is highly popular among leading pharmaceutical and biotech players.
Veeva Systems has also started integrating AI into its solutions. It launched Veeva AI, a layer of AI agents embedded across Veeva's applications to automate work.
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This initiative could help boost the company's business and allow it to tap into the large opportunity remaining in its niche of the cloud industry. Veeva Systems estimates a total addressable market worth $20 billion across its business -- it has generated just $3.3 billion over the trailing-12-month period.
Veeva Systems' addressable market should expand along with the healthcare sector. Further, the company benefits from a competitive moat driven by high switching costs. For companies that rely on its cloud solutions for critical day-to-day tasks, it isn't easy to jump ship. In short, Veeva Systems' business could survive AI and even thrive thanks to it, while performing well over the medium term. That's why the stock is attractive, especially after its significant decline.
Vancouver, British Columbia--(Newsfile Corp. - July 13, 2026) - Myriad Uranium Corp. (CSE: M) (OTCQB: MYRUF) (FSE: C3Q) ("Myriad" or the "Company") is pleased to announce that Rush Rare Metals Corp. ("Rush") has filed its management information circular (the "Circular") and related materials for Rush's annual general and special meeting (the "Meeting") of shareholders ("Rush Shareholders") at which, among other things, the Rush Shareholders will be asked to consider and vote on a special resolution (the "Arrangement Resolution") approving a statutory plan of arrangement (the "Arrangement") under which Myriad will acquire 100% of the issued and outstanding common shares of Rush (the "Rush Shares"). The Meeting is scheduled to take place on August 17, 2026 at 10:00 a.m.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against First Solar, Inc. ("First Solar" or "the Company") (NASDAQ: FSLR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 24, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. First Solar misled investors about its ability to mitigate the impact of tariffs on its operations. The Company overstated its ability to shift operations to the United States from Malaysia and Vietnam. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about First Solar, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against First Solar, Inc. ("First Solar" or "the Company") (NASDAQ: FSLR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of FSLR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: February 26, 2025 to February 24, 2026
DEADLINE: August 24, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. First Solar overstated its ability to shift operations from Asia to the United States. The Company misled the market with its supposed plans to manage the impact of U.S. tariffs. Based on these facts, First Solar's public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]
Tchajwanská společnost Taiwan Semiconductor Manufacturing (TSMC), která je největším smluvním výrobcem čipů na světě, ve druhém čtvrtletí zvýšila tržby meziročně o 36 procent na rekordních 1,27 bilionu tchajwanských dolarů (842 miliard Kč). Za vysokým růstem je pokračující zájem o aplikace využívající umělou inteligenci (AI). S odkazem na sdělení firmy to dnes uvedla agentura Reuters.
Výsledek mírně překonal odhady analytiků, kteří podle společnosti LSEG počítali s tržbami 1,264 bilionu TWD. Podrobné výsledky hospodaření za druhé čtvrtletí včetně výhledu na další období firma zveřejní ve čtvrtek.
TSMC je významným dodavatelem čipů pro firmy, jako je Nvidia či Apple. Při zveřejnění výsledků za první čtvrtletí firma v dubnu předpověděla, že tržby ve druhém čtvrtletí dosáhnou 39 až 40,2 miliardy dolarů. Prognózy přitom zveřejňuje pouze v amerických dolarech, nikoli v tchajwanské měně. Částka 1,27 bilionu TWD odpovídá v dolarech částce 39,62 miliardy USD.
Za samotný červen TSMC oznámila tržby 442,68 miliardy tchajwanských dolarů, což představuje meziroční nárůst o 67,9 procenta a meziměsíční růst o 6,2 procenta. Údaje měly být původně zveřejněny už minulý pátek, zveřejnění se ale opozdilo kvůli očekávanému příchodu tajfunu Bavi. Kvůli němu byly v ten den v Tchaj-peji uzavřeny finanční trhy.
TSMC je nejhodnotnější veřejně obchodovanou společností v Asii s tržní kapitalizací 1,955 bilionu dolarů (41,7 bilionu Kč). Ve stručném oznámení o tržbách firma neuvedla žádné další podrobnosti ani výhled do budoucna.
Akcie TSMC obchodované na burze v Tchaj-peji dnes před zveřejněním údajů o tržbách posílily o jedno procento, zatímco širší akciový trh uzavřel obchodování beze změny. Od začátku letošního roku akcie společnosti vzrostly o 57 procent, což odpovídá vývoji širšího trhu.
Analytik Petr Bártek z Erste Group přistoupil k navýšení cílové ceny akcií ČEZ z 1104 Kč na 1300 Kč. Investiční doporučení analytik změnil z „reduce“ na „hold“.
Akcie ČEZ Akcie společnosti ČEZ (BAACEZ) se dnes na pražské burze obchodují za 1299,0 Kč. Na RM-SYSTÉMu za 1297,0 Kč.
If you've got $5,000 (or really, any amount) burning a hole in your pocket, then there are a handful of stocks that I think would make for great buys now. Among them are Nvidia (NVDA +3.90%), Micron (MU 1.05%), and Microsoft (MSFT +0.15%).
All three of these companies are leaders in their respective industries, and each is also on sale right now compared to historical averages -- but these prices won't last forever.
Image source: Getty Images.
Nvidia It may be hard to stomach the idea that the world's largest company by market cap is actually underpriced, but that's exactly what the numbers tell investors. Right now, it trades at 22.6 times forward earnings and 15.9 times next year's expected earnings.
NVDA PE Ratio (Forward) data by YCharts.
For reference, the S&P 500 (^GSPC +0.42%) trades for 21.7 times forward earnings, so Nvidia is only slightly more expensive than the broad market average. However, when one looks a bit further into the future, it looks dirt cheap, as 2027 is expected to be another year of strong growth for Nvidia due to the continuing ramp-up of the data center build-out. Additionally, a GPU upgrade cycle is coming later this year, as the new Rubin architecture will launch. Nvidia's Rubin chips are expected to reduce inference token costs by a factor of 10 compared to its Blackwell GPUs, and to be 4 times more efficient for training.
Those major performance increases will help Nvidia deliver a strong growth rate again next year. Wall Street analysts project 41% growth, but they have consistently underestimated Nvidia's growth since 2023. I think that's likely to be the case again this year, which could lead to an incredible 2027 stock performance, especially from its currently cheap starting point.
Micron Micron is a candidate for stock of the year, as it has risen by a jaw-dropping 250% so far this year -- even after its recent pullback. With a rise like that in the rear-view mirror, it may seem odd to continue recommending the stock, but the reality is that Micron's growth wave hasn't wrapped up yet.
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The data center build-out has created massive demand for memory chips, and there simply isn't enough production capacity to meet that demand. With such shortages come skyrocketing prices, and Micron's revenues and profits have soared as a result. This supply-and-demand imbalance isn't expected to be fully resolved anytime soon; Micron's management team believes that market conditions won't improve before 2028.
With Wall Street estimating 81% revenue growth in its fiscal 2027 (which ends in August 2027) and the stock trading at a mere 6.6 times fiscal 2027 earnings, there is plenty of room for Micron to continue rising.
Microsoft Microsoft has had the worst first half of any stock on this list. It's down around 20% so far in 2026, but based on its business performance, it didn't deserve that slide. During its most recent quarter, Microsoft's revenue rose 18% year over year, and earnings per share increased at a 23% clip. That's a solid performance for a tech behemoth like Microsoft.
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However, the market hasn't been impressed. Microsoft actually trades now for a cheap 19.9 times forward earnings. As mentioned above, the S&P 500 trades for 21.7 times forward earnings, so this discount to the broader market is a potentially perfect buying opportunity, since Microsoft's revenues are rising faster than the market's average 10% growth rate.
The market will eventually come back around to buying Microsoft at a premium. Buying shares now positions you to achieve maximum gains when that shift eventually happens.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Zillow Group, Inc. ("Zillow" or "the Company") (NASDAQ: Z) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. Zillow was the subject of an FTC announcement published on September 20, 2025, titled: "FTC Sues Zillow and Redfin Over Illegal Agreement to Suppress Rental Advertising Competition." According to the announcement, the FTC sued "Zillow and Redfin over an unlawful agreement that eliminates Redfin as a competitor in the market for placing advertising of rental housing on internet listing services (ILSs)—the websites that millions of Americans use to find their next rental home."
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.
310-301-3335
[email protected]
www.schallfirm.com
Eli Lilly (LLY 2.30%) commands a market capitalization of about $1.06 trillion, and that valuation was built largely on two drugs: Mounjaro and Zepbound. Investors talk about the drugmaker's weight-loss and diabetes franchise constantly. But it's worth pinning down what these medicines actually contribute, and the company's most recent quarterly report gives a concrete answer.
In the first quarter of 2026, Mounjaro and Zepbound generated a combined $12.8 billion in revenue. That was almost two-thirds of Lilly's $19.8 billion in total revenue for the period -- a bigger share than I suspect many investors realize.
Image source: Getty Images.
A franchise still accelerating Mounjaro, Lilly's tirzepatide-based treatment for type 2 diabetes, saw worldwide first-quarter revenue jump 125% year over year to $8.7 billion. Zepbound, the same molecule marketed for weight loss, grew revenue 80% to $4.2 billion.
And the pair's momentum isn't new. The two drugs combined for $6.2 billion of revenue in the first quarter of 2025, $11.7 billion in the fourth quarter, and $12.8 billion in the most recent period, meaning the franchise has more than doubled in a year and is still climbing quarter by quarter. For full-year 2025, the pair brought in $36.5 billion, more than half of Lilly's $65.2 billion in revenue.
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Even more impressive, Mounjaro's growth rate is accelerating. It rose 99% for full-year 2025, 110% in the fourth quarter, and 125% in the most recent quarter. That is extraordinary acceleration for a product already generating billions of dollars every quarter.
Lilly's total first-quarter revenue rose 56% year over year, driven by a 65% increase in volume, partially offset by a 13% decline in realized prices. Growth was global, too, with U.S. revenue up 43% and revenue outside the U.S. up 81%.
And the surging franchise is showing up on the bottom line. Lilly's first-quarter earnings per share soared 170% year over year to $8.26, and non-GAAP (adjusted) earnings per share rose 156% to $8.55.
On the strength of the quarter, management raised its full-year revenue outlook to a range of $82 billion to $85 billion, a $2 billion increase from its prior forecast, and lifted its adjusted earnings-per-share guidance by $2 as well. The new revenue range implies growth of about 28% at the midpoint compared with 2025.
The pill, the pricing, and the price tag In April, the franchise gained a third member. The FDA approved Foundayo, Lilly's once-daily orforglipron pill, for adults with obesity or overweight adults with weight-related medical problems. Lilly says it is the only GLP-1 (glucagon-like peptide-1) pill for weight loss that can be taken any time of day without food or water restrictions. And the company moved fast, opening prescriptions immediately and beginning shipments within a week of approval.
With self-pay pricing that starts at $149 per month for the lowest dose, the pill may open the market well beyond the population willing and able to take weekly injections.
Of course, the same concentration that makes the franchise valuable also makes it a risk. Nearly two-thirds of Lilly's revenue now rides on one molecule in one therapeutic area. And realized prices are falling, down 13% in the first quarter, including reductions in cash-pay prices for Zepbound.
Volume growth has overwhelmed the pricing pressure so far. If that ever flips, the market's enthusiasm could flip with it.
This brings us to the valuation. At about $1,184 per share as of this writing, Lilly trades at about 33 the midpoint of management's adjusted guidance range of $35.50 to $37.00 per share. That is a premium multiple, but it's attached to a company guiding for about 28% revenue growth -- and one that just raised that guidance by $2 billion.
So, how much are the weight-loss drugs worth to investors? They aren't a piece of the story -- they're most of it, accounting for nearly two-thirds of revenue and most of the company's growth. I think that premium is arguably earned at today's growth rates, and the new pill gives the franchise more runway.
Investors just need to know exactly what they own here. This is a trillion-dollar company whose results ride largely on one extraordinary family of medicines. That's a big opportunity, but also a big risk.
Second-quarter earnings season kicks off before Tuesday's open, when five of America's biggest banks report. JPMorgan Chase (JPM +0.30%), Wells Fargo (WFC +0.29%), Citigroup (C +0.87%), Goldman Sachs (GS 0.07%), and Bank of America (BAC +0.71%) have all confirmed they are reporting results on Tuesday morning specifically.
That's a lot to digest at once. But what moves bank stocks typically comes down to just two or three things -- how much a bank earns from lending as rates move, the provisions set aside for loans that may sour, and the fees from investment banking and trading. Here's what each is most exposed to.
Image source: Getty Images.
1. JPMorgan Chase: the bellwether As the largest U.S. bank, JPMorgan sets the tone. Net income rose 13% year over year to $16.5 billion in the first quarter, and net interest income (NII) -- the gap between what a bank earns on loans and pays on deposits -- reached $25.4 billion, up 9%.
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The other big driver is Wall Street. JPMorgan booked a record $11.6 billion in markets revenue, with investment banking fees up 28%. On Tuesday, watch whether it lifts its full-year NII outlook, and eye credit card charge-offs for an early read on the consumer.
2. Wells Fargo: leaning on net interest income Of the group, Wells Fargo is the closest thing to a pure bet on NII. It leans more on lending than trading or dealmaking, so the rate backdrop matters most to its results. Management has guided for full-year NII of about $50 billion, expected to build through the year.
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The Federal Reserve lifted the asset cap it imposed on the bank in 2018 -- a limit that had constrained its balance sheet for years -- so Wells Fargo can now grow loans and deposits again. Tuesday offers another look at how fast that freedom shows up in the numbers.
3. Citigroup: a turnaround meets the consumer Citigroup is the group's turnaround play, and its latest quarter suggested it's taking hold. Revenue rose 14% to $24.6 billion, and return on tangible common equity -- a core profitability gauge CEO Jane Fraser has staked her overhaul on -- reached 13.1%.
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But Citigroup is also one of the country's largest credit card lenders, a useful window into consumer health. The number to watch Tuesday is the provision for credit losses -- the money set aside for loans that may go bad. A rising provision would signal management is bracing for more strain on borrowers.
4. Goldman Sachs: the deal machine Goldman Sachs is arguably the most direct bet on a dealmaking rebound. With little consumer lending, its fortunes rise and fall with investment banking and trading. In the first quarter, that paid off. Investment banking fees jumped 48% to $2.84 billion, driven by a surge in completed mergers and stronger equity underwriting -- selling new stock, including initial public offerings.
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Trading was strong, too, with fixed-income and equities desks together pulling in more than $9 billion. If the deal pipeline held up through the second quarter, Goldman's results could signal a broader recovery in banking.
5. Bank of America: built for higher-for-longer Bank of America is among the most deposit-funded lenders, resting on a huge base of low-cost checking and savings accounts. That makes it especially sensitive to rates -- when they stay elevated, the spread it earns on that money widens. After a strong first quarter, management raised its full-year 2026 NII growth guidance to 6% to 8%.
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The consumer looks healthy so far: the bank kept adding deposits and ended the quarter with a record 38.5 million consumer checking accounts. It also returns a good chunk of its profit to shareholders through dividends. On Tuesday, the updated NII guidance is the number to watch for how much higher-for-longer rates are helping.
How to read Tuesday Put it together, and the through-line is interest rates. The Federal Reserve has held its benchmark rate at 3.5% to 3.75%, and signaled that cuts are unlikely this year -- the latest projections even point to a possible hike. That backdrop should keep NII working in the lenders' favor, and it's the number I'll watch most.
Of course, provisions matter just as much, since they're the first place any weakening in consumer credit would show. So, Citigroup's card trends are worth a look.
Meanwhile, Goldman Sachs will reveal whether the dealmaking rebound has staying power.
These have long been value stocks, trading at a discount to the broader market, so a solid quarter doesn't demand heroic assumptions to pay off. Personally, I care less about the headline numbers on Tuesday than about the guidance and the credit trends -- they point to where the next few quarters are headed. A jump in provisions would give me pause. Steady credit and firmer NII guidance would keep me upbeat.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLD, REXR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation ("Roblox" or "the Company") (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 7, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Roblox assured investors that it could minimize risks associated with age verification and accurately forecast its business performance. The Company claimed to be "enormously bullish" and able to rely on "tremendous organic growth." The Company relied on viral events to supply growth while misleading shareholders about how age verification would impact platform engagement and the public's view of its products. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Roblox, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Roblox Corporation ("Roblox" or "the Company") (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: October 30, 2025 to April 30, 2026
DEADLINE: August 7, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Roblox misled investors about how age verification on its gaming platform would impact its growth prospects. The Company touted "tremendous organic growth" as it faced headwinds related to age verification and public perception. Based on these facts, Roblox's public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]
A man walks past a logo of Tata Consultancy Services (TCS) before a press conference announcing the company's quarterly results in Mumbai, India, January 11, 2024. REUTERS/Francis Mascarenhas Purchase Licensing Rights, opens new tab
BENGALURU, July 13 (Reuters) - Tata Consultancy Services (TCS.NS), opens new tab has secured a multi-million contract from Swiss-Swedish industrial technology firm ABB (ABBN.S), opens new tab, India's top software services firm said on Monday.
Here are some details:
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TCS will design and run ABB’s global network ecosystem as an AI-driven service and secure its infrastructure through cybersecurity offerings.
The Indian firm did not provide details including financials and the duration of the deal.
The contract is an extension of a 20-year partnership between the companies, where TCS had previously consolidated multiple accounting software into a single SAP platform for ABB.
Reporting by Sai Ishwarbharath B in Bengaluru; Editing by Sonia Cheema
Our Standards: The Thomson Reuters Trust Principles., opens new tab
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against ZoomInfo Technologies Inc. ("ZoomInfo" or "the Company") (NASDAQ: GTM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of GTM during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: November 3, 2025 to May 11, 2026
DEADLINE: August 24, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. ZoomInfo made optimistic projections about the growth of its AI-powered products, but in reality faced customers revising purchase decisions and developing their own in-house AI solutions. Based on these facts, ZoomInfo's public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against ZoomInfo Technologies Inc. ("ZoomInfo" or "the Company") (NASDAQ: GTM) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between November 3, 2025 and May 11, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 24, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. ZoomInfo led investors to believe that it was enjoying growth in both legacy products and AI-driven innovations. The Company's growth plan did not mirror the reality of weakening demand. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about ZoomInfo, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Zoetis suffered from weakening veterinarian prescription growth for its Librela medication after the FDA issued safety warnings about neurological complications in dogs. The Company's Trio product lost market share to competitors. The Company's Apoquel and Cytopoint dermatology products lost market share to newly launched competing treatments for dogs. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Zoetis, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The DJS Law Group reminds investors of a class action lawsuit against Zoetis Inc. ("Zoetis" or "the Company") (NYSE: ZTS) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Shareholders who purchased shares of ZTS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointments. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: January 14, 2025 to May 6, 2026
DEADLINE: July 27, 2026
CASE DETAILS: According to the Complaint, the Company made false and misleading statements to the market. Zoetis faced challenges in multiple product lines including Librela, Apoquel, and Cytopoint. Based on these facts, Zoetis' public statements were false and materially misleading throughout the class period.
If you are a shareholder who suffered a loss, contact us to participate.
WHY DJS LAW GROUP? DJS Law Group's primary focus is to enhance investor return through balanced counseling and aggressive advocacy. We specialize in securities class actions, corporate governance litigation, and domestic/international M&A appraisals. Our clients are some of the largest and most sophisticated hedge funds and alternative asset managers in the world. The litigation claims of our clients are extraordinarily valuable assets that demand respect, focus, and results.
Join the case to recover your losses.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
David J. Schwartz
DJS Law Group
274 White Plains Road, Suite 1
Eastchester, NY 10709
Phone: 914-206-9742
Email: [email protected]
Here are three stocks added to the Zacks Rank #5 (Strong Sell) List today:
ATN International, Inc. (ATNI - Free Report) provides broadband, wireless, telecom, and managed IT services across the U.S. and international markets.. The Zacks Consensus Estimate for its current year earnings has been revised 18.9% downward over the last 60 days.
Clearway Energy, Inc. (CWEN - Free Report) is a clean energy generation assets company. The Zacks Consensus Estimate for its current year earnings has been revised 112.2% downward over the last 60 days.
Royal Gold, Inc. (RGLD - Free Report) is an acquirer and manager of precious metal streams, royalties, and related interests. The Zacks Consensus Estimate for its current year earnings has been revised 13.5% downward over the last 60 days.
- Treatment with latarcibart led to an 81% median reduction in annualized bleeding rate (ABR) across all bleeding categories and patient types with von Willebrand disease (VWD)
- Latarcibart, administered via a once monthly subcutaneous dosing regimen, was shown to be safe and well tolerated over multiple doses in this study
- Pivotal Phase 3 VIVID-6 trial evaluating latarcibart’s potential to be the first targeted therapy for VWD is currently enrolling
WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq: INCY) today announced complete safety and efficacy data from all patients (n=16) enrolled in the Phase 1/2 multidose study of VGA039 (latarcibart), a novel, Protein S-targeting, investigational monoclonal antibody for patients with von Willebrand disease (VWD). The data are being shared in an oral presentation today at the 34th Congress of the International Society on Thrombosis and Haemostasis (ISTH 2026 Congress) in Paris.
“These results continue to build a highly consistent body of evidence supporting latarcibart as a significant potential treatment advancement for patients with VWD,” said Pablo J. Cagnoni, M.D., President, Incyte and Global Head of R&D.
Share Latarcibart modulates Protein S to improve hemostasis, potentially enhancing the body’s ability to prevent or reduce the frequency of bleeding episodes. Latarcibart is in pivotal Phase 3 development for patients with VWD, the most common inherited bleeding disorder. If approved, latarcibart has the potential to be the first, once monthly subcutaneous prophylactic therapy for patients with VWD, offering an important alternative to the frequent intravenous infusions of replacement factor concentrates commonly used in the prophylactic setting today. Given its novel mechanism, latarcibart may also have potential in other bleeding disorders.
“These results continue to build a highly consistent body of evidence supporting latarcibart as a significant potential treatment advancement for patients with VWD,” said Pablo J. Cagnoni, M.D., President, Incyte and Global Head of Research and Development. “This multidose dataset underscores the potential of latarcibart to address the longstanding need for a prophylactic therapy that provides meaningful protection for patients with all types of VWD. We are continuing to enroll the Phase 3 VIVID-6 study as we work toward redefining the standard of routine prophylactic care for patients with VWD.”
As of May 5, 2026, data from all 16 patients enrolled in the Phase 1/2 multidose study were available, and all participants had completed the multidose regimen of six doses of latarcibart, with maintenance doses administered subcutaneously every four weeks. Key data highlights include:
Substantial reductions in ABR (annualized bleeding rate) were seen across study patients, including all VWD types and bleed types, such as serious GI and hemophilia-like joint and muscle bleeds. The median ABR reduction across all VWD types and bleed categories was 81%. In patients switching from prior von Willebrand factor (VWF)-containing prophylaxis (IV infusions multiple times per week), bleed reductions were 75-100%, indicating potential improvement over current standard of care. Among patients not previously receiving IV prophylaxis, 7 had historical ABRs >12, a key eligibility criterion for the Phase 3 VIVID-6 study. In this group, ABR reductions ranged from 46-100%, with nearly all patients (6/7) achieving reductions >73%. Latarcibart treatment resulted in ~86% reduction in VWF-treated breakthrough bleeds, with 70% of patients with prior VWF-treated bleeds not experiencing a VWF-treated breakthrough bleed while on treatment. All participants who entered the study with a substantial bleed burden transitioned to continue receiving latarcibart in the ongoing open-label extension study. Latarcibart once monthly subcutaneous prophylaxis was safe and well tolerated over multiple doses. Three treatment-emergent adverse events (TEAEs) related to latarcibart were reported: two Grade 2 headaches in one patient and one report of Grade 1 injection site reactions. There was also one unrelated serious adverse event of severe gastrointestinal (GI) bleeding in a patient with a history of frequent and severe GI bleeding. “Many people with VWD struggle with bleeding and need more effective and convenient prophylactic treatments. The study results showed treatment with latarcibart delivered consistent and clinically meaningful reductions in bleeding across a diverse group of VWD patients, including patients with all major types of the disease and individuals transitioning from intensive IV prophylaxis,” said Allison Wheeler, M.D., MSCI, Associate Professor of Pediatrics at the University of Washington. “Equally important, the favorable safety profile and once monthly subcutaneous dosing regimen have the potential to substantially reduce treatment burden while providing consistent bleed protection. Together, these findings provide a strong foundation for the Phase 3 study and support latarcibart’s potential as an important new treatment option for patients with VWD.”
More information regarding the ISTH 2026 Congress can be found on the ISTH website: https://www.isthcongress.org/ (Session details: Novel Therapies for Bleeding Disorders, Including VWD and Rare Bleeding Disorders – 2; Publication Number: OC 32.3).
About VGA039 (latarcibart)
VGA039 (latarcibart) is an investigational monoclonal antibody therapy with a novel mechanism of action that targets Protein S, with dual actions promoting platelet attachment and enhancing fibrin deposition to restore hemostasis. Latarcibart has the potential to be a universal prophylactic therapy for numerous bleeding disorders, starting with all types of von Willebrand disease (VWD) and bleeding sites. As a subcutaneously self-administered investigational antibody therapy with a once monthly dosing regimen, latarcibart has the potential to improve bleeding outcomes, convenience, and quality of life for patients.
Latarcibart has received Breakthrough Therapy, Fast Track, orphan drug and rare pediatric disease designations from the U.S. Food and Drug Administration (FDA). Latarcibart has advanced into the Phase 3 VIVID-6 study (NCT07115004), a global single arm cross-over study to investigate safety and efficacy of the subcutaneous administration of latarcibart as prophylaxis for bleeding in patients with every type of VWD, including those with a high disease burden.
Incyte acquired VGA039 (latarcibart) in July 2026 as part of its acquisition of Vega Therapeutics, Inc., a wholly owned subsidiary of Star Therapeutics LLC.
About the VIVID Clinical Program
The VIVID multinational clinical program consists of multiple clinical trials, from Phase 1 to 3, in both a platform multi-phase protocol (VIVID-1-5) and a standalone Phase 3 protocol (VIVID-6) evaluating the safety and efficacy of VGA039 in VWD. The VIVID clinical program is active across 6 continents and designed to support future registrational filings globally.
About von Willebrand Disease
Von Willebrand disease (VWD) is the most common inherited bleeding disorder in which the blood does not clot properly, caused by low or defective von Willebrand factor (VWF). People with VWD may experience excessive bleeding with varying severity and frequency, negatively impacting their daily lives. Current therapies for VWD prophylaxis include factor replacement therapies requiring multiple intravenous (IV) infusions every week. Approximately 135,000 people in the United States have been diagnosed with von Willebrand disease.1
About Incyte®
Incyte is redefining what’s possible in biopharmaceutical innovation. Through deep scientific expertise and a relentless focus on patients, we have built an established portfolio of first-in-class medicines and an extensive portfolio of next-generation medicines across our key franchises: Hematology, Oncology and Inflammation & Autoimmunity.
To learn more, visit Incyte.com and Investor.Incyte.com. Follow us on social media: LinkedIn, X and Instagram.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and other federal securities laws, including statements regarding the data to be presented by Incyte at the ISTH 2026 Congress; Incyte’s expectations regarding VGA039’s (latarcibart’s) clinical development and regulatory approvals; the potential and promise latarcibart offers patients with bleeding disorders, including the potential to be the first once monthly subcutaneous prophylactic therapy for patients with VWD, its potential improvement over current standards of care for patients with VWD and other bleeding disorders, and its potential ability to address significant unmet need, reduce treatment burden and improve quality of life; and Incyte’s aspirations and goals as set forth under the heading “About Incyte.”
Actual results may differ materially from those indicated in the forward-looking statements as a result of various important factors, including results from clinical trials of and the sufficiency of clinical trial data for latarcibart, as well as Incyte’s other products and product candidates, to meet applicable regulatory standards or warrant continued development; the ability to enroll sufficient numbers of subjects in clinical trials; actions of regulatory agencies, which may affect the initiation, timing and progress of clinical trials and marketing approval; Incyte’s ability to achieve commercial success for latarcibart, if approved; Incyte’s ability to obtain and maintain protection of intellectual property for its products and technology; Incyte’s reliance on third parties and partners; the acceptance of Incyte’s products in the marketplace; market competition, sales, marketing, manufacturing and distribution requirements; and those risks and uncertainties discussed in greater detail in Incyte’s reports filed with the U.S. Securities and Exchange Commission, including its annual report on Form 10-K for the year ended December 31, 2025 and its quarterly report on Form 10-Q for the quarter ended March 31, 2026. Incyte disclaims any intent or obligation to update these forward-looking statements.
Akcie jihokorejského výrobce paměťových čipů SK Hynix kótované na domácím trhu v Soulu zaznamenaly na začátku nového týdne nejhorší denní propad ve své historii, když klesly o více než 15 procent. Pondělní výprodej zasáhl celý jihokorejský trh. Třeba konkurenční Samsung Electronics ztratil bezmála 11 procent a hlavní index Kospi se propadl zhruba o devět procent.
K pádu SK Hynix došlo jen pár dní poté, co společnost vstoupila na americký trh prostřednictvím ADR, kde při svém pátečním debutu akcie posílily o 13 procent.
„Vstup na burzu ADR byl velmi úspěšný, ale velká část tohoto úspěchu již byla započítaná. Dnešní slabost zřejmě odráží typickou reakci ‚sell the news‘ a realizaci zisků spíše než jakoukoliv změnu fundamentálních ukazatelů,“ řekl agentuře Bloomberg Chan H. Lee, řídící partner hedgeového fondu Petra Capital Management v Soulu.
Nabídka akcií SK Hynix v hodnotě 26,5 miliardy dolarů byla investory i analytiky vnímána jako důležitý test chuti trhu financovat velké zahraniční emise a zároveň jako prověrka odolnosti současné AI rally. Navzdory rostoucím debatám o vysokých valuacích technologických titulů a enormních investicích do AI byla emise podle informací z trhu více než sedminásobně přeupsána.
SK Hynix se v posledních letech stal jedním z klíčových hráčů v dodavatelském řetězci AI díky dominantní pozici na trhu s HBM pamětmi (High Bandwidth Memory), které se používají v nejvýkonnějších AI akcelerátorech od Nvidie. Prudce rostoucí poptávka po těchto čipech pomohla firmě k rekordním ziskům, přičemž její akcie během posledních 12 měsíců vzrostly o více než 500 procent, připomíná Bloomberg.
Analytici z Korea Investment & Securities upozorňují, že provozní zisk SK Hynix za poslední čtvrtletí by mohl zaostat za tržním konsensem přibližně o osm procent. Důvodem je mimo jiné struktura tržeb firmy. Významný podíl pochází právě z HBM pamětí, jejichž ceny sice rostou, avšak pomaleji než u některých tradičních typů paměťových čipů. Kontrakty na dodávky HBM bývají často uzavírány na delší období a poskytují menší prostor pro rychlé promítnutí tržních cenových změn.
Na druhé straně vedení společnosti nadále zdůrazňuje, že globální nedostatek pamětí by mohl přetrvávat ještě řadu let. Generální ředitel SK Hynix Kwak Noh-Jung v nedávném rozhovoru uvedl, že napjatá situace na trhu nemusí skončit ani po roce 2030.
Od červnového historického maxima už každopádně akcie odepsaly přes 35 procent. Technické ukazatele přitom naznačují, že na titulu došlo z přehřátých úrovní z počátku tohoto roku k ochlazení. „Ještě jeden týden poklesu je možný, ale vnímáme to jako příležitost k dalšímu nákupu. Rally v Koreji by měla ADR vytlačit výše. Takže je to dobrá pozice k nákupu,“ uvedl Nico Rosti, analytik společnosti MRM Research.
Volatilita na korejské burze narůstá
Úspěch firem napojených na boom AI výrazně změnil dynamiku jihokorejského akciového trhu. Investoři, zejména ti drobní, ve velkém směřují kapitál právě do SK Hynix a Samsungu, což zvyšuje volatilitu.
K prudkým pohybům přispívá také popularita pákových ETF fondů navázaných na akcie obou výrobců pamětí. Výsledkem jsou mimořádně výrazné denní výkyvy indexu Kospi, který letos zažil již sedm obchodních přerušení kvůli extrémnímu pohybu trhu. Přitom od roku 2000 se takový zásah ze strany regulátorů uskutečnil pouze 13krát.
Rostoucí citlivost trhu se projevila i minulý týden po zveřejnění předběžných výsledků Samsungu. Přestože firma zůstává jedním z hlavních beneficientů AI trendu, investoři reagovali prodeji, které následně zasáhly širší technologický sektor.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Hub Group, Inc. ("Hub" or "the Company") (NASDAQ: HUBG) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between April 28, 2023 and May 11, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 28, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Hub suffered from material misstatements in its financial statements from Q1 2023 to Q4 2024 including its annual reports for 2023 and 2024. The Company's misstatements included operating revenue, operating income, and revenue recognition. The Company's financial statements from Q1 2025 to Q3 2025 contained misstatements related to the understatement of purchased transportation costs amongst other errors. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Hub, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Insulet Corporation ("Insulet" or "the Company") (NASDAQ: PODD) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between February 21, 2025 and May 26, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 31, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Insulet suffered from defective controls over its manufacturing processes. The Company faced increased risks of safety violations due to these deficiencies. The Company's manufacturing problem necessitating its March 2026 Medical Device Cirrection impacted a greater number of its Pod Products than it claimed. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Insulet, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
Here are three stocks with buy ranks and strong growth characteristics for investors to consider today, July 13:
Ford Motor Company (F - Free Report) : This automobile giant carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 2.5% over the last 60 days.
Ford has a PEG ratio of 0.31 compared with 1.74 for the industry. The company possesses a Growth Score of B.
Dycom Industries, Inc. (DY - Free Report) : This company that provides specialty contracting services to the telecommunications sector 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 has a PEG ratio of 0.71 compared with 1.30 for the industry. The company possesses a Growth Score of A.
Five Below, Inc. (FIVE - Free Report) : This specialty value retailer 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 1.00 compared with 2.11 for the industry. The company possesses a Growth Score of A.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Learn more about the Growth score and how it is calculated here.
Akcie jihokorejského výrobce paměťových čipů SK Hynix kótované na domácím trhu v Soulu zaznamenaly na začátku nového týdne nejhorší denní propad ve své historii, když klesly o více než 15 procent. Pondělní výprodej zasáhl celý jihokorejský trh. Třeba konkurenční Samsung Electronics ztratil bezmála 11 procent a hlavní index Kospi se propadl zhruba o devět procent.
K pádu SK Hynix došlo jen pár dní poté, co společnost vstoupila na americký trh prostřednictvím ADR, kde při svém pátečním debutu akcie posílily o 13 procent.
„Vstup na burzu ADR byl velmi úspěšný, ale velká část tohoto úspěchu již byla započítaná. Dnešní slabost zřejmě odráží typickou reakci ‚sell the news‘ a realizaci zisků spíše než jakoukoliv změnu fundamentálních ukazatelů,“ řekl agentuře Bloomberg Chan H. Lee, řídící partner hedgeového fondu Petra Capital Management v Soulu.
Nabídka akcií SK Hynix v hodnotě 26,5 miliardy dolarů byla investory i analytiky vnímána jako důležitý test chuti trhu financovat velké zahraniční emise a zároveň jako prověrka odolnosti současné AI rally. Navzdory rostoucím debatám o vysokých valuacích technologických titulů a enormních investicích do AI byla emise podle informací z trhu více než sedminásobně přeupsána.
SK Hynix se v posledních letech stal jedním z klíčových hráčů v dodavatelském řetězci AI díky dominantní pozici na trhu s HBM pamětmi (High Bandwidth Memory), které se používají v nejvýkonnějších AI akcelerátorech od Nvidie. Prudce rostoucí poptávka po těchto čipech pomohla firmě k rekordním ziskům, přičemž její akcie během posledních 12 měsíců vzrostly o více než 500 procent, připomíná Bloomberg.
Analytici z Korea Investment & Securities upozorňují, že provozní zisk SK Hynix za poslední čtvrtletí by mohl zaostat za tržním konsensem přibližně o osm procent. Důvodem je mimo jiné struktura tržeb firmy. Významný podíl pochází právě z HBM pamětí, jejichž ceny sice rostou, avšak pomaleji než u některých tradičních typů paměťových čipů. Kontrakty na dodávky HBM bývají často uzavírány na delší období a poskytují menší prostor pro rychlé promítnutí tržních cenových změn.
Na druhé straně vedení společnosti nadále zdůrazňuje, že globální nedostatek pamětí by mohl přetrvávat ještě řadu let. Generální ředitel SK Hynix Kwak Noh-Jung v nedávném rozhovoru uvedl, že napjatá situace na trhu nemusí skončit ani po roce 2030.
Od červnového historického maxima už každopádně akcie odepsaly přes 35 procent. Technické ukazatele přitom naznačují, že na titulu došlo z přehřátých úrovní z počátku tohoto roku k ochlazení. „Ještě jeden týden poklesu je možný, ale vnímáme to jako příležitost k dalšímu nákupu. Rally v Koreji by měla ADR vytlačit výše. Takže je to dobrá pozice k nákupu,“ uvedl Nico Rosti, analytik společnosti MRM Research.
Volatilita na korejské burze narůstá
Úspěch firem napojených na boom AI výrazně změnil dynamiku jihokorejského akciového trhu. Investoři, zejména ti drobní, ve velkém směřují kapitál právě do SK Hynix a Samsungu, což zvyšuje volatilitu.
K prudkým pohybům přispívá také popularita pákových ETF fondů navázaných na akcie obou výrobců pamětí. Výsledkem jsou mimořádně výrazné denní výkyvy indexu Kospi, který letos zažil již sedm obchodních přerušení kvůli extrémnímu pohybu trhu. Přitom od roku 2000 se takový zásah ze strany regulátorů uskutečnil pouze 13krát.
Rostoucí citlivost trhu se projevila i minulý týden po zveřejnění předběžných výsledků Samsungu. Přestože firma zůstává jedním z hlavních beneficientů AI trendu, investoři reagovali prodeji, které následně zasáhly širší technologický sektor.
Pražská burza v úvodu týdne klesá, když index PX odepisuje 0,67 %. V kladném teritoriu se pohybují především akcie CSG (+2,88 %), Primoco UAV (+2,36 %) a Photon Energy (+1,80 %).
Naopak nejvýrazněji ztrácí akcie VIG (-1,61 %), Erste (-1,05 %) a Colt (-0,78 %).
U Philip Morris ČR je dnes naplánována výplata dividendy.
Přední indexy v asijsko-pacifickém regionu uzavřely pondělní seanci v červených číslech. Na zelené nule uzavřel pouze Hang Seng a australský index. V čele poklesů stál jihokorejský Kospi, který odepsal necelých 9 %. Nedařilo se především akciím SK Hynix (-15,4 % ) a Samsungu (-10,7 %). Negativně na trhy působí zhoršená geopolitická situace na Blízkém východě a zvýšená volatilita na akciích spojených s umělou inteligencí.
Japonský Nikkei 225 -1,92 % na 67242,73 b.
Hongkongský Hang Seng +0,04 % na 24184,44 b.
Čínský Shanghai Composite -2,06 % na 3913,794 b.
Jihokorejský Kospi -8,95 % na 6806,93 b.
Australský S&P/ASX 200 +0,03 % na 8808,5 b.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Peabody Energy Corporation ("Peabody" or "the Company") (NYSE: BTU) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between October 14, 2024 and May 4, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 24, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Peabody falsely led investors to believe it could reliably predict the ramp-up and growth of its Centurion mine. The Company suffered wide-ranging issues and delays at the Centurion mine. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Peabody investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against AeroVironment, Inc. ("AeroVironment" or "the Company") (NASDAQ: AVAV) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. AeroVironment downplayed the threat of competition related to its work with the U.S. Space Force's Satellite Communication Augmentation Resource ("SCAR") program. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about AeroVironment, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
Here are three stocks with buy rank and strong income characteristics for investors to consider today, July 13:
Suburban Propane Partners, L.P. (SPH - Free Report) : This propane distributor has witnessed the Zacks Consensus Estimate for its current year earnings increasing 13.9% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 7.3%, compared with the industry average of 6.1%.
Arcos Dorados Holdings Inc. (ARCO - Free Report) : This franchisee of McDonald’s restaurants has witnessed the Zacks Consensus Estimate for its current year earnings increasing 7.4% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.4%, compared with the industry average of 0.0%.
Fox Corporation (FOX - Free Report) : This news, sports, and entertainment company has witnessed the Zacks Consensus Estimate for its next year earnings increasing 7.8% over the last 60 days.
This Zacks Rank #1 company has a dividend yield of 1.2%, compared with the industry average of 0.0%.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Find more top income stocks with some of our great premium screens.
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Calix, Inc. ("Calix" or "the Company") (NYSE: CALX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between January 28, 2026 and April 21, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before July 27, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Calix's Q1 margins benefited from the advanced purchasing of memory components. The Company's supply of these memory components was rapidly decreasing due to these advanced orders. The Company's margin faced negative pressure based on the purchase of memory at increasing market prices. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Calix, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
, /PRNewswire/ -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Badger Meter, Inc. ("Badger" or "the Company") (NYSE: BMI) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company's securities between April 18, 2024 and April 16, 2026, inclusive (the "Class Period"), are encouraged to contact the firm before August 3, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Badger Meter claimed its financial performance was based on "secular growth drivers," and "solid operating execution." The Company touted "strong" demand and a "long runway" for growth. In truth, the Company's performance was partially based on pulling forward customer orders to recognize revenue early. Based on these facts, the Company's public statements were false and materially misleading throughout the class period. When the market learned the truth about Badger Meter, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335
[email protected]
Domino's Pizza demonstrates consistent top-line growth and a reliable history of dividend increases. DPZ's forward dividend yield of 2.66% stands about 9% above the sector median, enhancing its appeal as a revenue compounder. I view the stock's steady growth as justifying premium valuation but acknowledge risks from margin erosion, competition, and pressured consumer spending.
Evropské i americké akciové futures naznačují negativní začátek týdne, když investory znepokojuje nová eskalace napětí mezi USA a Íránem. Rostoucí ceny ropy, silnější dolar a pokles cen dluhopisů posilují obavy z déletrvajících inflačních tlaků.
Článek se odemkne 13.07.2026 9:52
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13.07.2026 8:52Eskalace konfliktu s Íránem zhoršuje náladu na trzích. SK Hynix po americkém debutu propadl 8:47Rozbřesk: Hormuz znovu straší trhy. Česká ekonomika však drží kurz 6:03Wood: Úvahy o konci americké výjimečnosti jsou notně přehnané 12.07.2026 9:22Víkendář: Greenspan předpovídal inflaci 4,5 % a 8% výnosy z desetiletých amerických státních dluhopisů 11.07.2026 9:21Víkendář: Greenspan se evidentně mýlil, akcie nebyly v roce 1996 nijak nadhodnocené 10.07.2026 17:39Nemělo by se nyní více mluvit o nesprávném monetárním kurzu? 16:08Bylo by nebezpečné vědět, proč centrální banky jednají tak, jak jednají? 14:10Analytici otáčejí. Očekávání zisků evropských firem rostou nejrychleji za dva roky 12:22Perly týdne: Červená karta pro Američany a klesající dynamika akcií malých firem 11:02Volkswagen spouští jednu z největších proměn ve své historii. Omezí výrobu i nabídku modelů 10:51Techy korigují včerejšek, ale trhy mezitím podporuje obnovení jednání s Íránem 10:41ExxonMobil může těžit z návratu geopolitických rizik. Má prostor pro růst akcií 9:24O easyJet se rozhořel boj. Apollo nabídlo víc než konkurence a získalo podporu vedení 9:01Rozbřesk: Polská centrální banka drží sazby, Glapiński se nebrání podzimnímu snížení 8:54Babiš otevřel debatu o IPO Letiště Praha, ČNB varuje před návratem inflace a optimismus kolem AI se vrací 6:04Nejvýnosnější akciový trh roku? Jižní Koreu sesadila Nigérie 09.07.2026 17:25Pracují nyní trhy pro Fed nebo proti němu? A jak dopadnou testy nových monetární myšlenek? 16:06Existují skutečně důvody pro zvedání sazeb? 14:14SK Hynix míří na Nasdaq. O jeden z největších burzovních debutů v historii je obrovský zájem 14:01Nápojový kolos PepsiCo zvýšil čtvrtletní zisk, u růstu tržeb překonal odhady
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Satya Nadella said that it was hypocritical for model makers to complain about distillation. Bloomberg/Getty Images Satya Nadella took a quiet swipe at AI labs like Anthropic for how they train their models.
In an X post on Sunday, the Microsoft CEO said that model makers complaining about distillation is hypocritical. Distillation is the process of training a less powerful model based on the outputs of a stronger one.
"While the great innovation that comes from model providers having fair use rights to train models on public data is needed, I find it ironic that the status quo is to then turn around and impose restrictive terms on distillation, and to reserve the right to learn from customer usage and interaction data," Nadella wrote.
He added that if learning only flows in one direction, owners of the learning infrastructure make all the money while creators of the knowledge get left out.
Frontier AI model makers like Anthropic, OpenAI, and Google DeepMind rely on work created by others to train their own models. ChatGPT, Claude, and Gemini acquire their "intelligence" from publicly available writing, images, and other data. Numerous companies and individuals have sued the leading AI labs over nonconsensual content "scraping."
Though the lab was not named, Nadella's comments seemed especially targeted toward Anthropic. Earlier this year, Anthropic CEO Dario Amodei complained that Chinese model makers are stealing his company's work, using Claude to train their own models.
Last month, Anthropic wrote a letter to South Carolina Sen. Tim Scott and Massachusetts Sen. Elizabeth Warren saying that Alibaba had recently carried out "the largest known distillation attack" on it to date.
"Competitors can use it to acquire powerful capabilities from other labs in a fraction of the time, and at a fraction of the cost, that it would take to develop them independently," Anthropic said in a lengthy statement on the subject in February.
Alibaba did not publicly respond to Anthropic's accusations at the time.
In Sunday's blog post, Nadella warned that companies relying on leading models are essentially handing over their proprietary data and then paying to use them.
He said companies should own their AI infrastructure and institutional knowledge rather than rely on any single model vendor. They should also conduct their own evaluations and their own "learning loop," allowing their AI capabilities to improve continuously over time.
"That is why enterprises need a real trust boundary for their human capital and token capital to compound," he said. "And it is a hard boundary across which nothing crosses, not even the intelligence exhaust, without consent."
Elon Musk has also criticized Anthropic for how it collects data and trains its models.
"Anthropic is guilty of stealing training data at massive scale and has had to pay multi-billion dollar settlements for their theft. This is just a fact," Musk wrote in a February X post, following Anthropic's complaint against Chinese models.
Anthropic did not immediately respond to a request for comment from Business Insider.
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Peter Gelling You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.
Peter Gelling is a Senior Editor and the Weekend Bureau Chief at Business Insider. He also still writes, mostly about the AI industry, universal basic income, the economy, campaign finance reform, geopolitics, and anything else that inspires him.He was previously the Geopolitics Editor at Quartz and a Senior Editor at GlobalPost. From 2005 to 2010, he was a correspondent for The New York Times based in Jakarta, Indonesia.
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It's been a tough year for Salesforce (CRM +0.51%), with the stock down nearly 40% year to date. The stock has been caught in the software-as-a-service (SaaS) sell-off, and investors worry about its position in an artificial intelligence (AI) world as its overall revenue growth has been stuck in a tight range.
The stock recently got more cold water poured on it when KeyBanc downgraded the stock from "overweight" to "sector weight," with analyst Jackson Ader saying that its agentic AI platform, Agentforce, hasn't been growing as expected. The analyst said the biggest issues appear to be that its customers' data is a mess and that the product isn't yet good enough. He added that in its surveys, CIOs expected to deprioritize Salesforce within their IT budgets in the coming year.
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Now Salesforce is trying to fix these issues. First, it introduced Data 360, which employs zero-copy technology to extract data from a variety of sources, both within an organization and also from cloud providers and data warehouses, without dealing with the costs and time of transferring it. It also acquired master data management company Informatica to clean up and organize this data to make it more useful for agentic AI and to serve as a foundation for Agentforce.
More recently, the company has agreed to acquire Fin for $3.6 billion. Fin's main solution is a customer service AI agent, powered by its proprietary Apex AI model, that can help resolve complex customer issues across various channels. As a customer relationship management (CRM) solutions company, first and foremost, improving its offering in this area is a huge priority for the company. The deal is expected to close in Salesforce's fiscal Q4, which ends January 2027.
Image source: The Motley Fool.
Is the stock a buy? The downturn in Salesforce stock has driven its valuation down to a pretty inexpensive level. It now trades at a forward price-to-sales (P/S) ratio of under 3 based on fiscal 2027 analyst estimates and a forward price-to-earnings (P/E) ratio of 11.5 times. Meanwhile, the company has consistently grown its revenue in the low double-digit range.
In a vacuum, this looks like a pretty attractive entry point; however, Salesforce will need to show accelerating revenue growth for the stock to really rebound from here. It hopes its prior acquisition of Informatica lays the foundation to clean up its customers' data to make it usable for AI agents, and that its pending acquisition of Fin gives it a better front end. If these acquisitions can solve these issues and help accelerate its revenue growth, then the stock looks like an undervalued bargain.
Ten years ago, a buyer of Lowe’s (NYSE:LOW | LOW Price Prediction) could pick up shares near $66 and collect a quarterly dividend that rose to $0.35 later in 2016. Today, the same share pays $1.25 per quarter, and the stock recently traded near $222. A decade of raises turned a modest-yield holding into a much larger paycheck on the original capital. That is the dividend-growth argument in one stock: the first check was not the point. The tenth-year check was.
That gap is the case for dividend growth investing, and it explains why the first question many income investors ask, “What does this yield today?” can be the wrong one. The better question is what the income stream can plausibly become after ten years of raises.
Why a Small Yield Wins the Long Race Start with the arithmetic every dividend-growth investor eventually internalizes. A portfolio yielding 3% and growing distributions 8% a year doubles its income stream in about nine years. Another nine years, and it has roughly quadrupled. A 9% yielder that holds its payout flat stays where it started in nominal dollars. The tradeoff is time: the low-yield grower may eventually overtake the high-yield alternative, but only if the dividend growth persists.
Johnson & Johnson (NYSE:JNJ) shows the pattern cleanly. The annual dividend grew from $3.15 in 2016 to $5.14 in 2025, with the board recently lifting the quarterly rate to $1.34, its 64th consecutive year of increases. Over the same period shares are up 175%. The starting yield of roughly 3% was the least interesting number in the sequence.
The Growers Worth Owning Now Five names offer that setup right now: modest starting yields, credible growth engines, decades of raises behind them.
Procter & Gamble (NYSE:PG) yields 2.9% and just delivered its 70th consecutive annual increase. Payments have run without interruption since 1890. Management expects to return roughly $10 billion in dividends in fiscal 2026 alongside about $5 billion in buybacks. Coca-Cola (NYSE:KO) pays 2.5%. The quarterly dividend moved from $0.35 in 2016 to $0.53 in 2026, and management guided 8% to 9% comparable EPS growth for the year, which funds the next raise. Lowe’s yields 2.2% but has been the fastest grower of the group. Its quarterly dividend went from $0.28 in 2016 to $1.25 in 2026, and shares are up 236% over ten years. NextEra Energy (NYSE:NEE) yields 2.6%, with management guiding roughly 10% annual dividend growth through 2026 and 6% thereafter, funded by a 33 GW renewables backlog. The stock has climbed 244% in ten years. Johnson & Johnson itself, yielding 2.0%, remains one of only two U.S. companies with an AAA credit rating and holds the longest consecutive dividend-growth streak of the group. Where Higher Current Yield Still Fits Realty Income sits at the other end of the tradeoff. The REIT recently yielded about 5.1%, pays monthly, and declared its 670th consecutive monthly dividend in 2026. Its first-quarter materials noted the 114th consecutive quarterly dividend increase, 98.9% occupancy, and 2026 AFFO-per-share guidance of $4.41 to $4.44, implying projected annual per-share growth of 3.0% to 3.7%. Blending a higher current payer like Realty Income with faster growers can add cash today without abandoning the compounding argument.
How to Use This The 10-year Treasury, recently at 4.48%, is the natural reference point. Any dividend stock yielding below that number is being bought for the growth of the payment, the possibility of price appreciation, or both. That is the trade: accept less current income in exchange for a stream that may grow enough to overtake higher-yield alternatives over time.
Before You Pick a Dividend Stock When screening, compare five-year and ten-year dividend CAGR alongside the current yield. A 2.5% yielder growing 10% is a completely different security than a 2.5% yielder growing 2%. Track yield on cost inside your own account. It is the number that tells you whether the growth thesis is actually working for the capital you have deployed. If current cash matters immediately (retirement, semi-retirement, tuition years), pair a monthly payer like Realty Income with two or three growers rather than tilting the entire portfolio toward high current yield. The paycheck that ends up mattering most arrives in year fifteen, long after the current-yield question has faded into the background.
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Intuitive Surgical, Inc. (NASDAQ:ISRG) will release its second quarter earnings report after the closing bell on Thursday, July 16.
Analysts expect the Sunnyvale, California-based company to report quarterly earnings of $2.50 per share, up from $2.19 per share in the year-ago period. The consensus estimate for Intuitive Surgical’s quarterly revenue is $2.82 billion. It reported $2.44 billion last year, according to Benzinga Pro.
On May 28, Intuitive announced the promotion of global senior vice president of Intuitive’s endoluminal business Taylor Patton to chief commercial and marketing officer.
Intuitive Surgical shares fell 1.2% to close at $406.78 on Friday.
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 ISRG stock? Here’s what analysts think:
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The TSMC logo in this illustration taken June 11, 2026. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tab
TAIPEI, July 13 (Reuters) - TSMC, the world's largest contract chipmaker, reported on Monday second-quarter revenue that rose 36% from a year earlier to a record high on surging interest in artificial intelligence applications.
Revenue in the April-June period of this year came in at T$1.27 trillion ($39.62 billion), according to Reuters calculations, slightly above a T$1.264 trillion LSEG SmartEstimate drawn from 20 analysts.
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Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW), opens new tab, is a major supplier to companies including Nvidia (NVDA.O), opens new tab and Apple (AAPL.O), opens new tab.
On its last earnings call in April, the company predicted second-quarter revenue of between $39 billion and $40.2 billion. The company gives its forecast only in U.S. dollars and not Taiwan dollars.
For June alone, TSMC reported that revenue rose 67.9% year-on-year to T$442.68 billion, which was up 6.2% compared with the previous month.
The data was originally due last Friday, but it was delayed due to the impending arrival of Typhoon Bavi, which shut financial markets in Taipei that day.
TSMC, Asia's most valuable publicly listed company with a market capitalisation of $1.955 trillion, did not provide any details or forward guidance in its brief revenue statement.
It is scheduled to report second-quarter earnings on Thursday, when it will also update its outlook and plans for the current quarter and the rest of the year.
TSMC is expected to report a 58.8% on-year rise in second-quarter net profit, according to an LSEG SmartEstimate.
TSMC's Taipei-listed shares closed up 1% on Monday ahead of the release of the sales data. The broader market (.TWII), opens new tab closed flat.
The company's shares have risen 57% so far this year, in line with the broader market.
($1 = 32.0530 Taiwan dollars)
Reporting by Wen-Yee Lee and Ben Blanchard; Editing by Thomas Derpinghaus and Jamie Freed
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Taiwan Semiconductor Manufacturing Co. reported a 67.9% year-on-year rise in its June sales on Monday, ahead of its second-quarter earnings release later this week.
For the first half of 2026, TSMC's total revenue reached 2.4 trillion new Taiwan dollars ($74.99 billion), representing a 35.6% increase compared to the same period in 2025. TSMC reported June revenue of NT$ 442.68 billion — a 6.2% increase from the previous month.
The Taiwanese chip giant's shares were trading 1% higher Monday.
The company' growth has been boosted by demand for artificial intelligence chips and infrastructure investments.
The world's largest contract chipmaker manufactures semiconductors for a wide range of applications, spanning from smartphones to high-performance AI computing systems, with key clients including U.S. technology leaders such as AI darling Nvidia, Apple and Advanced Micro Devices.
TSMC plans to add two advanced chip packaging plants in the Chiayi Science Park in southern Taiwan, Reuters reported, citing remarks made by Taiwan's National Science and Technology Council Minister Wu Cheng-wen on Sunday. Wu noted that the site's first facility is already in mass production, with the second expected to begin shortly.
TSMC, which commands a 73% share of the global pure-foundry market — chips manufactured for clients — in the first quarter of 2026, according to data from Counterpoint Research, is set to report its second-quarter earnings on Thursday, July 16.
TSMC’s second-quarter revenue beat market expectations, giving investors another sign that demand for AI chips remains strong heading into the semiconductor earnings season.
The world’s largest contract chipmaker reported April-June revenue of NT$1.27 trillion, or about $39.63 billion, up 36% from a year earlier and slightly ahead of the NT$1.264 trillion expected by analysts.
TSMC stock surged over 1% on Monday as investors looked for proof that TSMC’s premium valuation can still be backed by sales growth, not just enthusiasm around artificial intelligence.
The revenue beat reinforces TSMC’s position at the centre of the AI supply chain.
The company manufactures advanced chips for customers tied to AI accelerators, smartphones and high-performance computing, making its sales one of the clearest reads on global demand for next-generation semiconductors.
The result also comes after a strong first quarter, when TSMC said AI adoption across consumer, enterprise and sovereign applications was driving demand for greater computing power.
That trend has kept advanced-node capacity tight and helped support pricing across the foundry market.
TSMC’s official guidance had pointed to second-quarter revenue of $39 billion to $40.2 billion, so the reported figure landed inside the company’s range while still clearing market expectations.
The bigger question for investors is whether TSMC can turn strong revenue into margin resilience and a stronger outlook.
The company is scheduled to report full second-quarter earnings on July 16, when traders will focus on gross margin, capital expenditure and comments on AI demand.
TSMC’s US-listed shares have already had a powerful run this year, with investors treating the company as a core beneficiary of AI infrastructure spending.
That raises the bar for the earnings call. A revenue beat helps, but the stock may need guidance upgrades or firmer margin commentary to extend the rally.
The wider setup is supportive as chip earnings are moving back into focus after SK Hynix’s large US listing and strong demand for AI memory exposure.
But the sector has also seen sharp swings as investors debate whether AI valuations have run ahead of cash-flow growth.
Also read: 3 Asian stocks analysts say could lead the July 2026 rally
Capacity plans remain the swing factorTSMC is still investing heavily to meet demand.
Taiwan officials said the company will add two more advanced packaging plants in Chiayi, expanding capacity for technologies such as CoWoS, which are critical for AI chips.
That is positive for long-term growth, but it also keeps capital intensity high. Investors will want to know whether TSMC can expand capacity without eroding returns.
For now, the revenue update keeps the stock story constructive. AI demand is still showing up in the numbers.
The next test is whether earnings and guidance can justify the market’s confidence.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the “Class Period”), of the important August 4, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra’s relationship with Avis Budget Group (“Avis”), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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The S&P 500 is up 10.3% YTD, and Wall Street is convinced the markets have more room to run, particularly for this group of stocks we have uncovered. JPMorgan just tagged CECO Environmental (NASDAQ:CECO) with a $130 price target, implying roughly 65% upside from where the stock closed Friday. Bigger and more interesting calls landed on other desks this week. Here are the five names sell-side desks are pounding the table on right now, ranked by conviction and catalyst timing.
1. Perimeter Solutions: The Fire Retardant Monopoly Nobody Talks About Start with the name most portfolios do not own. Perimeter Solutions (NYSE:PRM) makes the red fire retardant dumped from tanker planes onto wildfires, and it is effectively the only US supplier of scale. JPMorgan initiated coverage at Overweight with a $50 price target representing roughly 50% upside, calling it a “niche market leader” with a “disciplined M&A playbook proving portable beyond fire.” Translation: the government has to buy from them, and they just bought a second monopoly.
The Medical Manufacturing Technologies (MMT) acquisition, a $685 million bolt-on deal that closed in January, drove Specialty Products revenue up 128% to $79.6 million in Q1. Fire Safety alone grew 22% to $45.5 million and adjusted EBITDA jumped 128% to $41.2 million. Meanwhile, management signed fresh five-year contracts with the US Defense Logistics Agency and the California Department of Forestry in April. Total Q1 revenue of $125.07 million was up 73.6% year over year, with EPS of $0.06 surpassing the $0.02 estimate.
The surprise pick has government contracts, monopoly pricing, and a 50% analyst target sitting on top of an already M&A-supercharged quarter. Now for the heavyweight everyone is chasing.
2. CECO Environmental: The AI Data Center Pick Hiding in Industrials CECO is the classic “why did I not own this” call. The company sells industrial air, water, and energy transition equipment, and it is suddenly ground zero for AI-driven data center power buildout. JPMorgan’s $130 target is built on the recently announced Thermon acquisition, which the desk calls “transformative,” lifting recurring short-cycle revenue to about 40% of the mix and effectively doubling adjusted EBITDA. Independent 2026 outlooks peg data center equipment growth as roughly 25% annually and “essentially locked in for the next four to five years,” and CECO sits directly in that revenue stream.
The company’s Q1 numbers already reflect the shift. Orders exploded 97% year over year to $449.5 million, while backlog “eclipsed” $1.04 billion, up 72%. Management raised FY26 guidance to a range of $940 million to $1 billion in revenue with adjusted EBITDA of $120 million to $140 million. CEO Todd Gleason called out data centers, AI computing, industrial reshoring, and electrification as the demand stack driving orders: April alone delivered more than $450 million in new bookings, including the largest-ever Natural Gas Power order.
Shares have advanced 175.4% over the past year, which means the $130 call is a bet that the multi-year AI power cycle is nowhere near priced in. The next name pays you regardless of what the AI trade does.
3. Ligand Pharmaceuticals: The Royalty Compounder Wall Street Just Repriced Ligand Pharmaceuticals (NASDAQ:LGND) owns royalty streams on other companies’ drugs rather than selling its own. Bank of America just raised its target to $388 from $266, a 46% increase, arguing the growth story is still underappreciated even after the run. The catalyst: Ligand’s pending acquisition of XOMA Royalty at $39 per share, closing in Q3 2026, which folds in more than 120 commercial, clinical, and preclinical assets including Vabysmo, Ojemda, and Miplyffa.
The engine underneath is already humming. Q1 royalty revenue climbed 56% year over year, coming in at $43 million, and adjusted EPS came in at $1.63. Filspari, now the largest royalty contributor after receiving full FDA approval in focal segmental glomerulosclerosis, posted 88% year-over-year growth to $105 million in US net product sales. Management reaffirmed FY26 guidance of $270 million to $310 million in total revenue and adjusted EPS per diluted share of $8.50 to $9.50.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Toast didn't make the cut. Grab the names FREE today.
The stock is already up 67.26% year to date, and BofA is telling you that is still cheap. To keep things interesting, the next pick is the exact opposite setup: a stock that has been left for dead.
4. Toast: The Comeback Trade Goldman Just Called Toast (NYSE:TOST | TOST Price Prediction), a digital tech platform for restaurants, has gotten crushed. Shares are down 34.1% over the past year on competitive fears in SMB payments and margin pressure from hardware. Goldman Sachs looked at the wreckage and upgraded to Buy with a $36 target, arguing the reset is done and the AI product cycle is starting. If you want the trade of Wall Street’s greatest hits, the Breakout Buyer’s Rulebook is where these bounce setups get pressure-tested.
The Q1 report was better than the stock chart suggests. Revenue grew 21.9% year over year to $1.63 billion, net income doubled to $126 million, and ARR crossed $2.2 billion, up 26%. Toast added about 7,000 net new locations, bringing the total to roughly 171,000, and launched its first AI agent dubbed Toast IQ Grow. Management raised FY26 adjusted EBITDA guidance to $790 million to $810 million. The company also bought back $378 million in stock through May 6 in an attempt to return value to shareholders.
CEO Aman Narang says the platform can scale to “$5 billion and $10 billion in ARR over the next decade.” The last name on this list is playing for a bigger number in a shorter window.
5. Revolution Medicines: The Binary Payoff Wall Street Cannot Stop Talking About Save the biggest swing for last. Revolution Medicines (NASDAQ:RVMD) just posted Phase 3 data in previously treated metastatic pancreatic cancer that could reset expectations for one of oncology’s toughest markets. Its lead oncology candidate, daraxonrasib, delivered median overall survival of 13.2 months versus 6.7 months for chemotherapy in the overall study population, with a hazard ratio of 0.40 and p<0.0001. Management plans to submit the data to the FDA as part of a future New Drug Application under the Commissioner’s National Priority Voucher program.
The setup around the filing is loaded. Revolution raised roughly $2.1 billion in net proceeds from April financings, leaving it with about $4 billion in pro forma cash to support launch preparation and a wider RAS(ON) pipeline. The company has four clinical-stage RAS(ON) inhibitors in development, with multiple registrational Phase 3 trials advancing across pancreatic cancer and lung cancer.
Wall Street has piled in, with analyst coverage overwhelmingly bullish and few skeptics left on the sidelines. The stock has climbed sharply, up more than 130% year to date and roughly 385% over the past year, turning Revolution into one of biotech’s biggest swing stories of 2026.
The Thread Five names, five different catalysts, one pattern: every call sits on a hard-dated 2026 event. PRM’s MMT integration and government contracts. CECO’s Thermon close and AI power backlog. Ligand’s XOMA acquisition and Filspari ramp. Toast’s raised guidance and AI product cycle. Revolution’s FDA submission on Phase 3 pancreatic cancer data. Wait for the next earnings cycle and these setups will already have moved.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Toast didn't make the cut. Grab the names FREE today.
