Pfizer (PFE -0.20%) has a shockingly high dividend yield of 6.8%. The S&P 500 Index (^GSPC +0.05%) has a 1% yield, and the average pharmaceutical stock's yield is roughly 1.5%. Given that huge disparity, it looks like Pfizer's yield is too good to be true.
There are reasons for the high yield that need to be monitored. However, management doesn't seem too worried about the dividend. Here are some reasons why, and why you might want to buy ultra-high-yield Pfizer.
Pfizer's management is focused on maintaining the dividend Pfizer's dividend, like all dividends, is paid at the discretion of the board of directors. That said, the company's management team has been very clear about its support for the dividend. The dividend was mentioned directly on two slides in the first-quarter 2026 earnings presentation. One slide, focused on 2026 capital allocation priorities, stated that the company wants to "maintain and grow our dividend." A second slide, directed at longer-term growth, made "maintain dividend" a stated goal.
Image source: Getty Images.
If the board was actively considering cutting the dividend, management wouldn't likely have mentioned the dividend on those two slides. Meanwhile, it is important to examine what supports the dividend. The answer isn't earnings, which are under pressure right now, because a company's dividend payments appear on its cash flow statement. The number is fairly large for Pfizer, with the first-quarter dividend payment totaling $2.445 billion. Annualize that, and you get nearly $10 billion.
The company generated $2.6 billion from operating activities, which actually covers the dividend. However, the dividend isn't the only thing the company has to pay for. After paying dividends, paying down debt, and investing in its business, the company's cash balance at the end of the first quarter was higher than at the start. And not just a little higher, $560 million higher. The source of the extra cash was Pfizer selling long-term investments. Turning to the balance sheet, the company still has $11.3 billion in long-term investments, in addition to $1.7 billion in cash.
Watch Pfizer's dividend, but there's plenty to support it This isn't meant to suggest that investors should simply ignore the headwinds Pfizer is facing today. While the company looks capable of supporting the dividend, investors are worried about the pharmaceutical company's future, which has pushed the stock lower and the yield higher. That said, most of the problems the company faces are normal for the pharmaceutical industry.
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For example, Pfizer has several blockbuster drugs set to lose patent protection. However, its research and development haven't yet produced new drugs to fill the gap. In fact, the company has clearly fallen behind peers in the hot GLP-1 weight-loss space, after it had to stop work on a drug there in 2025. The thing is, R&D doesn't work on a timeline, even though patent expirations do. Sometimes things just don't line up as well as investors would like.
Pfizer has a long and successful history of developing drugs. Notably, in the case of GLP-1 drugs, it quickly adjusted and bought another company with a more attractive drug candidate. And it has numerous drugs working through the approval process beyond it, as well.
Think long-term with Pfizer Pfizer is still a well-run drug company. It is just working through a difficult period, which has Wall Street worried about the future. If you think long-term, however, you may want to consider buying Pfizer and its outsize yield while everyone else is scared. The company is clearly standing behind the dividend, and when you dig a little deeper, it appears to have the wherewithal to keep supporting it.
Three telecom giants reported Q2 earnings over three days, and now that the market has had time to digest, a theme is emerging in the sector.
One positive trend from the trio of reports last week is that telecommunications companies are no longer paying up for growth through promotions or subsidization. All three companies grew earnings per share (EPS) year over year (YOY) in Q2, indicating stronger retention economics and subscriber growth. Additionally, all three increased shareholder returns through buybacks and dividends, a signal to the market that management thinks it's sitting on a cheap stock.
To choose a winner from Q2, we’ll need to break down the earnings reports in greater detail. Despite earnings, subscriber, and cash flow growth, not every stock responded the same way after its release. The sector as a whole might be its healthiest in years, but not every carrier is capturing upside in the same way.
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AT&T: Q2 Metrics Show Convergence Thesis Unlocking New Growth OpportunitiesOverall MarketRank™100th Percentile
Analyst RatingModerate Buy
Upside/Downside21.3% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.77 Insider TradingN/A
Proj. Earnings Growth9.48%
See Full Analysis
Shares of AT&T Inc. NYSE: T popped more than 3% following its July 22 earnings release, driven by rapid growth and low churn as its services converge. In its Q2 2026 results, the company reported a clear EPS beat and a slight revenue miss, but the underlying numbers are the true driver of the reaction. AT&T added 432,000 postpaid phone subscribers and 646,000 internet subscribers, with more than 147,000 being new accounts, not just extra lines. Home internet service is a key area, with revenue growing 27% year-over-year (YOY), and management expects fiber internet to reach more than 40 million households by the end of the year.
Another bullish beacon is the impressively low churn rates in Q2 despite carrier price increases. Postpaid wireless churn declined to 0.86% YOY, indicating that fewer than 1% of customers cancel their plans each month. Additionally, 42% of home internet customers now subscribe to AT&T wireless, supporting the ‘convergence’ thesis of selling wireless and internet services to the same households. The Q2 metrics show that this strategy is not only driving growth and earnings but also decreasing churn rates.
Management reaffirmed full-year EPS guidance of $2.25 to $2.35 and free cash flow guidance of $18 billion while committing to $45 billion in shareholder returns through 2028. The share repurchase program was increased from $8 billion to $10 billion, as CEO John Stankey cited improved cash flow and the stock's value (10.29 times forward earnings). If there’s one fly in the ointment, it’s the dividend, which has remained frozen at $1.11 annually since 2022 and continues to be stagnant despite the capital return commitments.
T-Mobile US Inc. NASDAQ: TMUS is only one of three to sell off following its Q2 2026 earnings release, which might seem odd given that it beat EPS estimates by more than 15% and raised adjusted free cash flow guidance to a range of $18.4 billion to $18.8 billion. But while the company grew subscribers above consensus, the 277,000 total postpaid net accounts additions represented a 13% YOY decline.
T-Mobile doesn’t publish phone churn rates (only account churn rates), but management prepared the market for a weak Q3 due to “rate plan modernization,” i.e., price hikes. Q3 postpaid net account guidance of just 250,000 adds likely triggered the sell-off. Disappointing results following a strong start to the year in Q1, and the market punished the missteps.
It should be noted that despite the weak subs and troublesome guidance, the earnings growth does appear real. Average revenue per account (ARPA) grew 2% to $152.91, and management guided full-year ARPA to 2.5% to 3%. T-Mobile is deliberately trading volume for monetization, accepting lower subscriber growth in exchange.
Verizon: The Cash Flow King Posts Biggest Upside SurpriseOverall MarketRank™93rd Percentile
Analyst RatingHold
Upside/Downside8.0% Upside
Short Interest LevelHealthy
Dividend StrengthStrong
News Sentiment0.71 Insider TradingN/A
Proj. Earnings Growth6.02%
See Full Analysis
Verizon Communications Inc. NYSE: VZ called the game this quarter thanks to a massive subscriber beat and guidance raise. Expectations were high coming into the Q2 2026 report, but the company surpassed EPS projections (6.6% YOY growth) despite a roughly 2.5% revenue miss vs. consensus. However, the most impressive numbers were the subscriber metrics. Verizon added 184,000 postpaid phone nets in Q2, smashing the consensus expectation of 106,000 and a swift reversal from Q2 2025 when the company lost phone subscribers. The company also added 348,000 broadband subs, bringing the total first-half adds over one million. Phone churn improved 84 basis points, an impressive feat when paired with lower acquisition and retention costs.
Management expects mobility and broadband service revenue to grow 3% in Q3 and 4% in Q4, and boosted full-year EPS estimates to $4.99 to $5.04 and free cash flow estimates to $21.9 billion to $22.1 billion. The cash influx strengthened Verizon’s industry-best dividend, which now yields 6.25% and absorbs only about 31% of free cash flow. Verizon also has a 20-year track record of dividend payout increases, making it the most shareholder-friendly of the major telecoms.
If Verizon’s report contained a red flag, it's that the record profitability and cash flow sit on declining revenue. Management expects revenue growth to pick up in the second half of the year, but this guidance projection is now the most crucial for any of the three major telecoms. A strong Q3 is needed to confirm which trajectory is real.
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Robotics and automation are rapidly becoming essential infrastructure across healthcare, manufacturing, logistics, and many other industries.
"Physical AI" is coming to the United States, and there are four ways that investors can gain exposure to this new robotics revolution. Plus, learn which seven companies are most positioned to benefit as intelligent robots enter the workforce.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of NEE 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.
Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader’s particular investment objectives, financial situation, needs, or personal circumstances and is not intended to be specific to you. Investors should conduct their own research before investing to see if the companies discussed in this article fit into their portfolio parameters. Just because something may be an enticing investment for myself or someone else, it may not be the correct investment for you.
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.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
As demand rises for specialized medications like GLP-1s, logistics companies including UPS and FedEx are adapting their strategies to be able to better ship and store those pharmaceuticals.
Most injectable GLP-1 medications, including Novo Nordisk's Ozempic and Wegovy and Eli Lilly's Mounjaro and Zepbound, require refrigerated storage for shipment.
The Covid pandemic put healthcare logistics at center stage in 2020, as the shipping of temperature-controlled vaccines quickly became a crucial part of keeping the virus at bay. And as more money has been poured into new pharmaceutical innovations, the transportation of those products have come under the spotlight.
Logistics companies are now investing millions of dollars and strengthening dozens of temperature-controlled facilities to tap into the market.
In June, UPS announced a new $48 million investment in temperature-controlled facilities as it sees a growing demand for critical treatments. According to Growth Market Reports, the demand for temperature-sensitive biologics is projected to grow at an 8.3% compound annual growth rate through 2033 and reach a market value of roughly $39.1 billion.
Obesity and diabetes drugs, meanwhile, have been booming in popularity. A July Gallup poll found that 11% of Americans take GLP-1 medications for weight loss purposes in 2026, up from just 3% in 2024.
But if they're not stored and shipped at the correct temperature, they risk losing their efficacy.
The Food and Drug Administration has warned that improper storage during shipping can affect the medicine's quality and recommends patients do not use GLP-1 drugs that arrive "warm or with insufficient refrigeration."
Other biologics, like some vaccines, insulin and antibiotics, also require specialized shipment to maintain efficacy. For logistics companies, that means ensuring the proper storage and movement every step of the way.
Bulking upHealthcare logistics have proven to be one of UPS' biggest opportunities. On an earnings call with analysts in April, CEO Carol Tomé said the company's global healthcare portfolio has gained market share every year since 2021, generating its first ever $3 billion healthcare revenue quarter in the first quarter of this year.
UPS President of Healthcare John Bolla told CNBC that the company is seeing more healthcare companies looking for partners to keep up with the volume.
"One of the biggest opportunities we see is supporting the shift toward more specialized therapies and more care delivered outside of traditional healthcare settings," Bolla said.
He said UPS is experiencing "rapid growth" in biologics, cell and gene therapies, though the biggest challenge is that the margin for error is small — even a brief stray from the correct temperature can ruin the medicines, Bolla said.
"But that's also what's creating such a significant opportunity in healthcare logistics," he said. "As treatments become more specialized and supply chains become more complex, healthcare companies need partners that can provide not just temperature-controlled storage or transportation, but end-to-end visibility, control and reliability across the entire network."
FedEx is also tapping into the trend, launching a life sciences organization earlier this month specifically to support the movement of pharmaceuticals and other healthcare products.
On an earnings call in June, FedEx's Chief Customer Officer Brie Carere told analysts that healthcare transportation revenue in fiscal year 2026 reached nearly $10 billion.
"We're building end-to-end solutions focused on global pharma customers, and what's so important with global pharma is that you have to recognize that there's a patient at the end of every delivery or someone that's waiting to be treated," said Nick Gennari, FedEx's president of healthcare. "So we take this very, very seriously."
With GLP-1s specifically, Gennari said there's an increasing complexity to delivering those medications, with forms ranging from injectables to oral pills and going direct-to-consumer. But with that complexity comes a growth opportunity for FedEx, which he said is "ideally positioned."
Gennari said FedEx has specialized technology, including its machine learning engine that allows customers to see product movement with predictive abilities, as well as its technology that identifies healthcare products and treats each differently depending on its unique needs.
Gennari also said he's "very comfortable" with the company's base capabilities and its plans for expansion, including cold-chain logistics.
"Much of the infrastructure that's required to be successful in this space, we already have. We have the airline; we have an incredible schedule; we have the lift capabilities. The network is hardened and works very well," he said.
Complex supply chainsC.H. Robinson told CNBC the logistics company had surpassed $1 billion in revenue in healthcare logistics alone over the past year, largely due to the growth in GLP-1 drugs, as it has been investing in temperature-controlled facilities.
"You need to really have that end-to-end connectivity, so you've got to have a really nice network and infrastructure built out in order to properly service the healthcare customers," said Ronnie Davis, the company's vice president of North American surface transportation.
Davis said the supply chain for medications has also become more complicated. In addition to requiring refrigeration, many drugs have a short shelf life and need to be delivered in precise windows of time.
"A lot of the innovation has been on getting the drugs to the market," Davis said. "I think what you're starting to see is that's really putting stress on the capabilities of the cold chain supply chains in the marketplace. … With the rise of GLP-1s and other specialized medicine, it's really creating a competitive nature for the same refrigerated supply resources that are there and, quite candidly, that supply is not unlimited, it's constrained."
Davis said C.H. Robinson is working to amp up its capabilities, especially to keep up with the higher volume. At the same time, he added, pharma companies are also trying to get creative to bring their products to market with a longer shelf life.
That innovation is also intersecting with the growth of artificial intelligence capabilities, according to Hendrik Venter, CEO of DHL Supply Chain. The logistics company uses AI to monitor critical life science products, tracking temperatures and anticipating where an issue might happen.
"You're seeing the industry moving from conventional to biopharma," Venter told CNBC. "You need to have a supply chain that is resilient and capable of shipping in all of these various temperature zones."
The company announced last year that it plans to invest 2 billion euros ($2.25 billion) in health logistics by 2030, with half of that allocated to the Americas.
A lot of pharmaceutical companies are also outsourcing their warehousing activities to DHL, Venter said. The company takes over those facilities, manages them and integrates them into the rest of their network.
DHL launched a pharmaceutical air corridor around the world, with a dedicated aircraft and connected network that ensures the drugs are not being shipped through separate regulatory environments.
"You cannot lose a shipment. You cannot replace it. It needs to be delivered on time, every time, in the right quality and temperatures," Venter said. "So we continue to selectively look at how to strengthen that network."
New York, New York--(Newsfile Corp. - July 25, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline.
SO WHAT: If you purchased First Solar securities 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 First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/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 24, 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 lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the First Solar class action, go to https://rosenlegal.com/cases/first-solar-inc/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 AI boom has transformed semiconductors from a cyclical business into one of the world’s most strategically important industries. Memory chips, once viewed as commodity components, have become a bottleneck for everything from smartphones to AI servers. That has given suppliers unusual pricing power while forcing customers to rethink their supply chains.
Nowhere is that tension more visible than in Apple‘s (NASDAQ:AAPL | AAPL Price Prediction) reported push to buy lower-cost memory from China’s ChangXin Memory Technologies (CXMT), even though the company has been blacklisted by the U.S. government because of its ties to the Chinese military and state. The dispute says as much about the future of the memory industry as it does about Apple.
Apple Wants Cheaper Memory, but the Politics Are Expensive According to multiple media reports, Apple is lobbying the Trump administration for permission to source memory from CXMT. Buying chips from the company is reportedly not outright illegal, but doing so without government approval could expose Apple to political criticism and reputational damage because of CXMT’s placement on U.S. restricted-entity lists.
Apple’s reported argument is straightforward. It claims Micron Technology (NASDAQ:MU) is taking advantage of today’s tight memory market by charging excessive prices. That criticism comes after Micron’s gross margins climbed above 80% as AI demand continues to outpace supply.
Ironically, Apple has long been known for charging premium prices itself. Just weeks ago, CEO Tim Cook announced price increases of roughly 20% across several MacBook and iPad models, saying Apple could no longer absorb higher component costs. Cook even described today’s memory shortage as a “100-year flood” event.
That makes Apple’s accusations of price gouging harder to separate from its own efforts to protect product margins.
The company’s argument is that large device makers, including Apple, spent years squeezing suppliers for lower prices. Those aggressive negotiations hurt profitability across the memory industry and discouraged investment in new manufacturing capacity. When generative AI suddenly sent demand soaring, the industry did not have enough supply.
Micron argues that today’s higher prices reflect genuine scarcity and tens of billions of dollars being invested in new fabrication plants, including major U.S. manufacturing projects supported by the CHIPS Act.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today.
Company AI Memory Products Highest-Margin Business Micron HBM, DDR5, LPDDR5X High-bandwidth memory (HBM) CXMT DDR5, LPDDR5X, LPDDR4X, RDIMM, MRDIMM Conventional DRAM That distinction matters. CXMT manufactures mainstream DRAM used in PCs, smartphones, and enterprise servers. It does not produce high-bandwidth memory (HBM), the advanced chips powering Nvidia‘s (NASDAQ:NVDA) AI accelerators.
Because HBM commands much higher prices and margins than commodity DRAM, it remains the engine behind Micron’s earnings growth.
The Bigger Story Isn’t Apple Surprisingly, this dispute has less to do with Apple than with how valuable advanced memory has become.
Apple wants lower-cost conventional DRAM to protect margins on consumer devices. Micron wants pricing that supports years of capital spending needed to expand production. Meanwhile, the fastest-growing part of the industry — HBM — faces little competitive pressure because only a handful of companies can manufacture it at scale.
That leaves Micron in an enviable position. Even if Apple eventually receives approval to buy some lower-cost conventional memory from CXMT, it would do little to weaken Micron’s leadership in AI memory, where demand continues to outstrip supply.
Key Takeaway In short, Apple’s reported campaign highlights the growing tension between technology companies trying to control costs and semiconductor manufacturers finally earning healthy returns after years of razor-thin profitability. Granted, Apple has every incentive to lower its bill of materials. But accusing suppliers of gouging rings hollow when Apple has long charged premium prices for its products and raised its own prices by roughly 20% while defending those increases as necessary.
For investors, the bigger investment thesis hasn’t changed. Conventional DRAM pricing may fluctuate as new suppliers emerge, but HBM remains the profit center that matters most. As long as AI infrastructure spending continues at today’s pace, Micron’s competitive advantage rests far less on commodity memory pricing than on its ability to supply the premium chips powering the AI revolution. Ultimately, that’s the market smart investors should be watching.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Apple didn't make the cut. Grab the names FREE today.
Micron Technology (MU -7.24%) stock has been on a wild ride between June 22 and July 22, trading as low as $804 and as high as $1,255. Given the volatile price swings over that time, when Micron's stock price falls below $1,000, investors may be wondering whether it's a "buy-the-dip" moment or if it's better to stay on the sidelines.
Based on the median price target from 54 analysts tracked by CNN, here's what the math suggests about whether buying Micron below $1,000 has a favorable risk-to-reward setup.
Image source: The Motley Fool.
Where Micron stock could be in the next 12 months According to 54 analysts, the median price target for Micron over the next year is $1,600. We can work out what a return would look like if Micron were to reach that price target based on two recent closing prices.
On July 20, Micron closed at $865.46 per share, so if the stock were to reach $1,600, that would have been a gain of 84.8%. From its closing price of $959.48 on July 22, reaching that $1,600 target would be a gain of 66.7%.
To offer an even wider lens on the risk-to-reward setup, the highest price target among the 52 analysts tracked by CNN was $2,200, while the lowest was $361.
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What price targets offer Price targets are estimates, and there are not only internal factors within the company, but also external factors that analysts can't envision that could affect those estimates over the next 12 months. That's why price targets aren't guaranteed to come true, and they shouldn't be used as the main reason for buying a stock.
That said, it does help gauge the upside potential of a stock and what might happen under the worst-case scenario. Based on the hypotheticals shared earlier, in which Micron could trade up to around 85% higher over the next 12 months, investors who can handle the risk and price swings may benefit from investing when Micron falls below $1,000.
Expectations matter A stock returning another 60% to 85% over the next year is exceptional. And as memory and storage chip shortages are expected to continue for the foreseeable future, Micron is poised to continue benefiting and could offer those kinds of returns. But those potential gains may still manage to disappoint some investors.
As of this writing, the stock has climbed more than 780% over the past 12 months. In comparison, a gain in a range between 60% and 85% may sound like a letdown to anyone just investing in Micron now.
There's also the fact that there's no guarantee the stock price will climb that high or provide a gain at all. That makes Micron a more attractive investment for those who are still comfortable if it doesn't reach a specific price target over the next year and view it more as a long-term investment.
Memory and storage demand from artificial intelligence (AI) is expected to keep growing, so as long as Micron keeps meeting that demand from AI and keeps its margins high, the stock price can continue climbing.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Bohdan Kucheriavyi is not a financial/investment advisor, broker, or dealer. He's solely sharing personal experience and opinion; therefore, all strategies, tips, suggestions, and recommendations shared are solely for informational purposes. There are risks associated with investing in securities. Investing in stocks, bonds, options, exchange-traded funds, mutual funds, and money market funds involves the risk of loss. Loss of principal is possible. Some high-risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including greater volatility and political, economic, and currency risks and differences in accounting methods. A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.
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.
ServiceNow is rated a strong buy, driven by its strategic pivot to become the AI agent control tower for enterprises. NOW's aggressive M&A, including Armis and Veza, directly addresses governance and security bottlenecks critical for enterprise AI adoption. Transition away from seat-based pricing and core ticketing disruption positions NOW defensively against SaaS commoditization and AI-driven competition.
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The base case AI model prices the stock’s fair value at $65.66 with 90% confidence. Independent fair-value screens place the stock 18.7% to 20% below intrinsic value.
Management Recently Repurchased Shares Above Today’s Price Enphase closed 2025 with $474.32 million in cash, up 28.5% YoY, and $268.7 million of buyback authorization remaining.
Management repurchased roughly $130 million of stock across the first half of 2025 at average prices of $62.71 and $42.67 per share. Both figures sit above today’s quote. Insiders are already voting with real money, with net buying across 12 recent transactions.
The 30 Million-Customer Catalyst Is Just Getting Started U.S. sell-through demand jumped 21% QoQ in Q4, the strongest reading in over two years. The IQ Meter Collar cleared 52 U.S. utilities serving roughly 30 million customer accounts. Certified battery installers grew from 19,500 to over 22,000. A new safe harbor agreement adds around $68 million over 12 to 24 months.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut. Grab the names FREE today.
FY2025 revenue grew 10.72% to $1.473 billion, operating income rose 103.81%, and net income expanded 67.68%. EPS beat estimates in three of the last four quarters, including a 22.63% Q4 beat.
Enphase Crushes SolarEdge Where It Matters Most SolarEdge Technologies (NASDAQ:SEDG) is one of Enphase’s primary competitors in residential solar hardware, and reported a Q1 net loss of $57.37 million and carries a Sell rating from BMO Capital with a $36 price target vs a current price of $42.60. Enphase generated $172.13 million of net income and $95.90 million of free cash flow in 2025.
Why Tariffs Do Not Break the Comeback Thesis Reciprocal tariffs are expected to reduce the company’s gross margin by roughly five percentage points through Q1 2026, but Enphase is already absorbing that pressure. Its Q4 non-GAAP gross margin still reached 46.1%, while 1.31 million U.S.-made microinverters qualified for Section 45X production tax credits.
Enphase’s expanding domestic manufacturing footprint should help offset tariff pressure and position the company to benefit from policies favoring U.S. production. For growth-oriented investors, the current valuation appears to reflect the near-term tariff risk without fully recognizing Enphase’s cash position and recovery catalysts.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Enphase Energy didn't make the cut. Grab the names FREE today.
Why sit around and wait all quarter long for a dividend payment where there are monthly dividend stocks available?
Monthly divvies are where the retirement party is at! These income “cheat codes” arrive alongside our bills and recurring expenses. What a concept!
But be careful because some monthly payers don’t pay enough to matter. Take Permian Basin Royalty Trust (PBT), which pays monthly but these divvies add up to just 1.2% annually. Gee, thanks.
PBT Dividend Yield
Ycharts
We need monthly payers that are committed to maximizing not just the frequency of shareholder rewards, but the size of the payout. And we need to shoot high—we shouldn’t settle for anything less than what it would take to retire on dividends alone.
Fortunately for us, many monthly dividend stocks fall within the high-yield acronyms: real estate investment trusts (REITs), business development companies (BDCs) and the like.
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Today, for instance, I’ve put together a five-pack of monthly dividends that shell out an average of 10.6% annually. That means even half a million bucks evenly invested across them would generate a hefty “salary” of $53,000.
Monthly Payers
Contrarian Outlook
Let’s take a look.
Monthly Dividend #1: Healthpeak Properties (DOC)I’ll start with Healthpeak Properties (DOC), a healthcare REIT whose roughly 690 properties include outpatient medical facilities and laboratories, which are leased out to biopharma firms, health systems, physician groups, medical device manufacturers and more.
Healthpeak also deals in senior housing, albeit not as directly as it did just a few months ago. In March, DOC spun off that part of the business with an initial public offering of Janus Living (JAN). It wasn’t a full exit, however. Healthpeak not only retained more than 80% of the newly formed REIT, but it also is Janus’s external manager.
A couple months later, DOC received a much-needed jolt after reporting better-than-expected earnings and upgrading its funds from operations (FFO) outlook. Among the reasons for management’s optimism: The senior housing environment is improving, Janus appears primed to aggressively invest, and a weak laboratories market showed small signs that it’s starting to inflect.
And just this week, Healthpeak announced a $2.1 billion joint venture with Brookfield Asset Management (BAM) that will help DOC to pay down nearer-term debt (though it could be a short-term weight on earnings, too).
Healthpeak’s stock has delivered a year-to-date total return of almost 45% thanks to its summer ramp-up. It’s a welcome development for shareholders that have suffered through a decade-plus downtrend. However, new money is now buying a yield that’s well below historical highs and closer to a longer-term middle ground, while the P/FFO has wafted to just above 13—not wildly overpriced, but not discount territory either.
Monthly Dividend #2: Itau Unibanco Holding (ITUB)Most international companies pay dividends just once or twice a year, and some will even do a lopsided interim-and-final system. That’s practically useless for income planning.
Itaú Unibanco Holding (ITUB) isn’t exactly a conventional payer itself, but it at least doles out something each and every month.
Itaú Unibanco is the largest bank by assets in both Brazil and all of Latin America. It offers consumer banking products like credit cards and loans, but also commercial banking, advisory, real estate lending, life insurance and more. And while it’s headquartered in Brazil, it has operations across the Americas and Europe.
The company has printed bigger top and bottom lines every year since 2020, and it’s coming off a record-breaking first quarter in which it posted a $2.5 billion profit and a return on equity of around 25%. The company is also one of the region’s leaders in digital assets, giving it another potential growth avenue.
ITUB’s distributions are tied to performance, so Itaú Unibanco has increasingly been sharing the wealth with its stockholders. But while it pays much more frequently than most, it still has an odd system.
I’ve written several times about companies with regular-and-supplemental dividend programs. Itaú goes a step farther. The company distributes small monthly payments of “interest on capital” (IOC), but it will also make larger additional IOC payments throughout the year as able, then an actual dividend—usually its biggest payment—once a year.
The monthly payment only comes out to less than half a percent’s worth of yield; the real money is in those larger IOC distributions and the dividend. So while the dividends are a nice sweetener for investors who like ITUB for its growth potential, it’s not an ideal situation for retirement planners reliant on regular income.
Monthly Dividend #3: Gladstone Investment (GAIN)Let’s shift to business development companies, starting with one that has a regular-and-supplemental system like ITUB (but with a much more substantial baseline of income).
For the unfamiliar: BDCs were created by Congress in 1980 to spur investment in small businesses. Traditional banks often shunned smaller companies, either charging extremely high rates to compensate for the risk or outright refusing to lend to them. Enter BDCs, which provide equity, debt and other financing to small businesses that otherwise might not be able to raise capital.
Gladstone Investment (GAIN), for instance, provides financing to lower-middle-market companies that generate EBITDA (earnings before interest, taxes, depreciation and amortization) of between $4 million and $15 million annually, have attractive fundamentals and are run by strong management teams.
GAIN runs a small portfolio of just 29 investment companies right now, largely clustered in the business/consumer services, consumer products and manufacturing industries. Its investments include Phoenix Door Systems (industrial doors), ImageWorks Display (retail display shelving) and Old World Christmas (holiday-geared retail).
Gladstone Investment also stands out for its deal mix. Like with most BDCs, the majority of Gladstone’s financing is debt-based, and currently, all of that debt is floating-rate in nature. But GAIN is happier than most to deal in equity. Gladstone says the average BDC’s equity exposure is between 5% and 10%; its target is closer to 25%. This shields GAIN from interest-rate declines but puts it behind the 8-ball when rates climb.
There’s plenty to like from an operational standpoint. Net asset value has grown by nearly 30% between its fiscal Q1 and its recently reported fiscal Q4. Return on equity is consistently in the double digits and above peers.
The dividend is best described as “good with the potential for greatness.” GAIN’s monthly dividend comes out to a little less than 6%, which is high compared to the average stock and far better than what ITUB offers, but low relative to the BDC space. However, Gladstone Investment also pays supplemental distributions when it locks in gains from its equity investments.
Right now, for instance, Gladstone Investment has gone roughly a year since its last supplemental. It might pay one later this year. It might do so in early 2027. It might be even longer; it’s hard to tell.
Still, it’s a decent income baseline with the potential for more, and it’s paid out by one of the industry’s better names. Pricing could be better, though, with GAIN shares currently trading right around the BDC’s net asset value.
Monthly Dividend #4: PennantPark Floating Rate Capital (PFLT)PennantPark Floating Rate Capital (PFLT) is another BDC that provides financing primarily via floating-rate senior secured loans—mostly first lien—but also through some equity and joint venture investments. Its target companies generate $10 million to $50 million in annual EBITDA.
This “value-added” BDC lends its expertise in specific industries, hence its portfolio focus on five categories: healthcare, consumer, business services, government services and software/technology.
Earlier this year, I wrote that PennantPark Floating Rate’s dividend has routinely outstripped its net investment income (NII), and did so again to close out 2025. The company insisted then that it could keep covering the payout.
PFLT adjusted its monthly dividend program from 10.25 cents per share to an 8-cent regular, as well as supplemental dividends (50% of excess earnings). The first two supplemental dividends since the reduction were 0.33 cents apiece.
But not all dividend cuts are created equally. In the case of PFLT, its dividend cut is more a reflection of lower base rates than any underlying portfolio issues. In fact, the company’s credit quality is high relative to the sector, and sponsor investment activity is improving. Moreover, PFLT continues to trade for a song, priced at a 32% discount to NAV.
Monthly Dividend #5: Invesco Mortgage Capital (IVR)It’s hard to find better yields than in the mortgage REIT (mREIT) space, where double-digit payouts are the norm.
Mortgage REITs borrow at short-term rates, purchase mortgages paying long-term rates, then pocket the spread. Short-term rates are usually lower than long-term rates. But the ideal scenario is that short-term rates are also declining while long-term rates hold steady or also decline. In that scenario, mREITs’ existing mortgages, which were issued when rates were higher, will yield more than newly issued ones (and thus be worth more). On the flip side, rising rates weigh on the value of existing mortgages.
Invesco Mortgage Capital (IVR), for instance, owns “agency” mortgage-backed securities (MBS) from entities like Fannie Mae and Freddie Mac. These securities feel interest-rate pressure too, but it’s not as great because their MBSs are backed by the agencies, and thus they have virtually no default risk. I’ll also note that rising interest rates reduce the risk of prepayment, mostly because mortgage holders are less likely to refinance.
While Invesco Mortgage Capital yields a mouth-watering 18%, mortgage REITs historically have been prone to unstable dividends, and IVR is no different.
Near the end of 2025, IVR announced a modest 6% dividend hike to 36 cents per share to be paid in January. But in January, the company announced it would start to issue monthly dividends of 12 cents per share (so, the same amount each quarter).
Invesco Mortgage Capital has mostly underperformed its peers since COVID, but it has behaved much better over the past year or so. Dividend coverage, per its “earnings available per distribution” (EAD), is fine for now, too. But despite an effectively flat year-to-date performance (even accounting for its massive payout), shares trade at a thin discount to its shrinking book value.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In PicS To Contact Him Directly To Discuss Their Options
If you purchased or acquired PicS Class A Common stock in and/or traceable to PicS' January 30, 2026 initial public offering ("IPO") and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against PicS N.V. ("PicS" or the "Company") (NASDAQ: PICS) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) PicS N.V. had conducted an evaluation of its credit evaluation procedures in December 2025 and determined that such procedures were deficient and in need of enhancement; (2) as a result of the new procedures PicS N.V. had implemented in December 2025, PicS N.V. had reclassified approximately R$590 million of exposures previously classified as Stage 2 to Stage 3, leading to an incremental ECL charge of R$88 million in the three months ended December 31, 2025; (3) PicS N.V. had experienced a heightened, but unreported, Stage 3 formation rate of more than 7% in the fourth quarter of 2025 that deviated substantially from the historical results and trends provided in the offering documents; (4) the IPO's offering documents had materially overstated the quality and ability of PicS N.V.'s credit models and user data to inform PicS N.V.'s underwriting practices and to allow PicS N.V. to timely and effectively monitor, assess, and identify adverse credit events, credit risks, and credit deterioration across its portfolio; and (5) PicS N.V. suffered from degradations in customer credit quality and heightened risks of default and loan impairment as a result of its entrance into materially riskier business lines leading up to the IPO, resulting in undisclosed adverse financial and operational trends such as heightened incidents of default, which predated the IPO and were internally projected by PicS N.V. to continue to worsen following the IPO, materially impairing PicS N.V.'s business, operations, and financial results.
On or around January 29, 2026, PicPay conducted its initial public offering ("IPO"), selling 22.86 million Class A common shares priced at $19.00 per share.
Then, on March 18, 2026, PicPay released its fourth quarter 2025 financial results and revealed that, as part of the Company's "annual review of expected credit loss parameters," it had made several "enhancements" to its Expected Credit Loss ("ECL") calculations, and "implemented a stricter policy to accelerate the classification of renegotiated non-performing exposures from Stage 2 to Stage 3." Consequently, "R$590 million of Stage 2 portfolio balances were reclassified to Stage 3, resulting in an ECL increase of R$88 [$17.56 million USD]." Stage 3 is the Company's highest risk category for its credit portfolio.
On this news, PicPay's stock price fell $3.56 per share, or 22.5%, to close at $12.27 per share on March 19, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding PicS' conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the PicS N.V. class action, go to www.faruqilaw.com/PICS or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the PicS N.V. Securities Class Action Lawsuit:
What is the PicS N.V. securities fraud lawsuit about?
The PicS N.V. securities fraud lawsuit is a federal securities class action alleging that PicS N.V. (NASDAQ: PICS) and its executives made false and misleading statements to investors in connection with the Company's January 30, 2026 IPO by concealing that the Company had already identified deficiencies in its credit evaluation procedures in December 2025, had reclassified approximately R$590 million of exposures from Stage 2 to Stage 3 (its highest credit risk category) resulting in an incremental expected credit loss charge of R$88 million, and was experiencing a Stage 3 formation rate exceeding 7% in Q4 2025 - a significant deviation from the historical trends presented in the IPO's offering documents. As the truth emerged on March 18, 2026, when PicS disclosed these credit portfolio deteriorations as part of its Q4 2025 financial results, PICS shares fell $3.56 per share, or 22.5%, to close at $12.27 - well below the $19.00 IPO price - causing significant losses for investors.
Who may be eligible to participate in the PicS N.V. class action lawsuit?
Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the Company's January 30, 2026 initial public offering and suffered financial losses may be eligible to participate in the PicS securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former PicS employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the PicS N.V. lawsuit?
A lead plaintiff in the PicS N.V. class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any PicS investor who purchased PICS Class A common stock in or traceable to the IPO may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 4, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased PicS N.V. stock in the IPO?
Investors who purchased PicS N.V. (PICS) Class A common stock in and/or traceable to the January 30, 2026 IPO and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the PicS N.V. securities class action is August 4, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/PICS for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306282
Source: Faruqi & Faruqi LLP
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Intel: Steady Scale in RevenueIntel (INTC -7.89%) primarily generates revenue by designing, manufacturing, and selling computing processors, graphics units, and edge computing systems to equipment manufacturers and service providers internationally.
It recently announced restructuring and workforce reductions to reduce organizational complexity, and for the quarter ended June 27, 2026, it reported a net income margin of approximately -68%.
IonQ: Accelerating Revenue GrowthIonQ (IONQ -3.76%) primarily earns revenue by developing general-purpose quantum computing systems and providing access to them through prominent third-party and proprietary cloud services.
It launched a commercial satellite monitoring capability and secured a regional network agreement, while reporting an EBIT margin of approximately -420% for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsMonitoring revenue allows investors to evaluate a company's ability to attract customers and generate sales over time. This metric helps to measure a company’s overall size, market footprint, and long-term trajectory.
Quarterly Revenue for Intel and IonqQuarter (Period End)Intel RevenueIonQ RevenueQ3 2024$13.3 billion (period ended Sept. 2024)$12.4 million (period ended Sept. 2024)Q4 2024$14.3 billion (period ended Dec. 2024)$11.7 million (period ended Dec. 2024)Q1 2025$12.7 billion (period ended March 2025)$7.6 million (period ended March 2025)Q2 2025$12.9 billion (period ended June 2025)$20.7 million (period ended June 2025)Q3 2025$13.7 billion (period ended Sept. 2025)$39.9 million (period ended Sept. 2025)Q4 2025$13.7 billion (period ended Dec. 2025)$61.9 million (period ended Dec. 2025)Q1 2026$13.6 billion (period ended March 2026)$64.7 million (period ended March 2026)Q2 2026$16.1 billion (period ended June 2026)Not yet reportedData source: Company filings. Data as of July 24, 2026.
Foolish TakeAs the veteran technology company, Intel’s revenue towers over IonQ. However, despite the tailwind provided by the artificial intelligence boom, Intel has struggled to capitalize on the trend. That is, until CEO Lip-Bu Tan entered the picture in 2025.
Under Tan, Intel made new foundry deals and partnerships, such as its multi-year collaboration with Google parent Alphabet. Now, the company’s sales are showing revenue acceleration. In the first quarter, its sales of $13.6 billion represented 7% year-over-year growth. In Q2, its $16.1 billion was a 25% year-over-year increase. This indicates the changes under Tan are helping Intel to capture AI spending.
The up-and-coming IonQ is working on nascent quantum computing technology, which is why its sales are so much smaller than Intel’s. Even so, its revenue is accelerating at a far greater pace as organizations begin to adopt quantum computers. The company’s Q1 sales of $64.7 million represented a whopping 755% year-over-year increase.
IonQ is putting the pieces together to deliver comprehensive quantum computing solutions, from quantum cybersecurity to quantum computers in space. The company claims to be the first to launch a citywide quantum computing network in Geneva. If it can continue the current trend of rapid revenue growth, IonQ is poised to become a major player in the field.
Robert Izquierdo has positions in Alphabet, Intel, and IonQ. The Motley Fool has positions in and recommends Alphabet, Intel, and IonQ. The Motley Fool has a disclosure policy.
Index S&P 500 je „v podstatě na historických maximech“, pod povrchem se toho děje hodně. Řada akcií si vede nevalně, hodně jich naopak parabolicky roste. Pro RiskReversal Media to uvedl známý investor Jim Chanos, který se zaměřuje na sázky na pokles cen akcií. Podle něj je současné prostředí z hlediska této strategie velmi zajímavé. I proto, že nyní jsou na trhu akcie, které si nevedou dobře kvůli tomu, že „dav je nemiluje“.
Chanos vysvětloval, že už nespravuje vlastní portfolia, ale jen portfolia klientů, která pomáhá navrhovat. K dění na trhu pak připomněl, že nyní se začíná zvedat nabídka nových akcií, jak ze strany primárních úpisů, tak ze strany sekundárních emisí. Dalším významným rysem jsou vysoké valuace a „spekulace retailových investorů“. To obecně „není pro trh jako celek dobré znamení, doposud si vede ok.“ Hyperscaleři vydávávají „rekordní objem nových akcií a obligací“, celkově je podle experta na trhu hodně dluhů „mimorozvahových“.
Chanos v této souvislosti zmínil roky před finanční krizí, kdy si lidé „brali hypotéky, aby kupovali nemovitosti.“ Probíhaly tedy také transakce financované dluhy a podle Chanose mají přitom nemovitosti větší tendenci držet si hodnotu. Současná situace se odlišuje v tom, že jsou stovky miliard dolarů investovány do infrastruktury, jejíž využití a míra návratnosti vykazují značnou nejistotu. Výnosy desetiletých vládních dluhopisů se přitom pohybují kolem 4,6 %, ale „pokud by šly k 6 – 7 %, vše by se zhroutilo,“ řekl investor s tím, že „toto riziko není dostatečně doceněno“.
Příkladem příliš nízké návratnosti jsou podle investora například některé kancelářské budovy. Následně se diskutovalo o tom, že výnosy desetiletých dluhopisů by se nemusely dostat na uvedené úrovně na to, aby trhy začaly větřit problémy. Podle Chanose by mohl být spouštěčem už pohyb k 5 %, kdy by se začaly rozšiřovat rizikové spready na korporátních dluhopisech a dluhovém financování obecně.
Chanos pak mluvil o tom, že během internetové bubliny prováděly investice většinou společnosti, které byly ziskové a zaměřovaly se na zdokonalování svých IT systémů. Šlo o firmy od Coca-Coly až po Bank of America. Když bublina praskala, snížily své objednávky na IT vybavení, což se dotklo společností, jako je Cisco. Nyní podle Chanose provádí investice do infrastruktury také ziskové společnosti – hyperscaleři. Ovšem „zbytek společností v ekosystému je na tom jinak, získávají peníze od domů rizikového kapitálu.“ Přitom současná výše investic výrazně převyšuje tu z devadesátých let i relativně k velikosti celého amerického hospodářství.
Podle investora se nakonec ale nenaplní současné plány dalších investic do umělé inteligence a její infrastruktury. Ty totiž stojí na aktuální vysoké mezní návratnosti těchto investic. „Lidé nyní dělají dlouhodobá investiční rozhodnutí na základě současných spotových cen,“ dodal expert s tím, že takový postup připomíná například budování železnic v devatenáctém století. Na jeho počátku také stály velmi vysoké ceny dopravy, které podnítily prudký nárůst přepravních kapacit. „A pak, když poptávka trochu klesla, ceny zkolabovaly a investoři zkrachovali.“
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Peabody Energy To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Peabody Energy between October 14, 2024 and May 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peabody Energy Corporation ("Peabody Energy" or the "Company") (NYSE: BTU) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: Defendants provided these 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 Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Peabody Energy's securities at artificially inflated prices.
On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output, announcing that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to "greater-than-anticipated mine commissioning challenges" (compared to previous estimates of around 700,000 tons). On this news, Peabody Energy's stock price fell $3.82, or approximately 9.7%, to close at $35.68 per share on March 30, 2026.
On May 5, 2026, Peabody Energy issued a press release disclosing the Company's failure to ramp-up Centurion by the long-awaited March 2026 deadline and cutting guidance related to full year met segment volumes to reflect the increased cost and substantial volume decrease, reducing the full year sales outlook for Centurion to 2.5 million tons compared to the original expectation of 3.5 million tons. On this news, Peabody Energy's stock price fell $1.52, or 5.7%, to close at $25.00 per share on May 5, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Peabody Energy's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Peabody Energy class action, go to www.faruqilaw.com/BTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Peabody Energy Securities Class Action Lawsuit:
What is the Peabody Energy securities fraud lawsuit about?
The lawsuit alleges that Peabody Energy Corporation (NYSE: BTU) and certain of its officers and directors made materially false and misleading statements and/or concealed material adverse facts concerning the true condition of the Company's Centurion mine, including the nature and severity of issues allegedly causing delays to its ramp-up and return to full longwall production. The complaint alleges that, throughout the Class Period, defendants provided investors with overwhelmingly positive statements about the Centurion mine while purportedly withholding information about the multitude of operational challenges affecting it. These allegedly false and misleading statements are said to have caused investors to purchase Peabody Energy securities at artificially inflated prices. The inflation in the stock price allegedly began to correct when Peabody Energy disclosed, on March 30, 2026, that first quarter 2026 output from the Centurion mine was expected to reach only approximately 250,000 tons — well below prior estimates of approximately 700,000 tons — due to "greater-than-anticipated mine commissioning challenges," and further when the Company disclosed on May 5, 2026 that it had failed to ramp up the mine by its March 2026 deadline and cut its full-year sales outlook for Centurion from 3.5 million tons to 2.5 million tons.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Peabody Energy Corporation (NYSE: BTU) securities on the NASDAQ between October 14, 2024 and May 4, 2026, inclusive, may be eligible to participate in this lawsuit as members of the proposed class. Eligibility to participate is not limited to investors who seek appointment as lead plaintiff; any qualifying class member may share in any recovery that may ultimately be obtained. Investors who purchased Peabody Energy securities during the Class Period and suffered losses are encouraged to review their transaction records to determine whether they fall within the defined class. Participation in a class action does not require that an investor take any individual legal action or incur separate legal fees to potentially benefit from any recovery achieved on behalf of the class.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of lead counsel. Any class member who purchased Peabody Energy securities during the Class Period and suffered a loss may move the court for appointment as lead plaintiff, and courts typically appoint the movant with the largest financial interest in the outcome of the litigation who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff is August 24, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class and share in any recovery that may result from the litigation — class members who do not serve as lead plaintiff retain the ability to benefit from any settlement or judgment.
What should investors do if they purchased Peabody Energy stock during the Class Period?
Investors who purchased Peabody Energy Corporation (NYSE: BTU) securities between October 14, 2024 and May 4, 2026, inclusive, are encouraged to promptly review their brokerage records and account statements to confirm the dates and prices at which they acquired and, if applicable, sold their shares. Investors should take steps to preserve all relevant documentation, including transaction confirmations, account statements, and any communications relating to their Peabody Energy holdings, as such records may be relevant to establishing eligibility and calculating losses. Given that the lead plaintiff motion deadline is August 24, 2026, investors wishing to be considered for appointment as lead plaintiff should act well in advance of that date. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their legal rights and options before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Peabody Energy securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306279
Source: Faruqi & Faruqi LLP
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Ali Dasdan, Chief Technology Officer of Dropbox, Inc. (DBX +2.67%), reported a sale of 12,972 shares on July 14, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueTransaction value$389,160Shares sold (directly held)12,972Post-transaction shares (directly held)~501,639Post-transaction value~$15.03 millionTransaction value based on SEC Form 4 weighted average sale price ($30.00); post-transaction value based on July 14, 2026 market close ($29.97).
Key questionsWhat was the context for this equity disposition?
The sale was conducted through a pre-arranged Rule 10b5-1 trading plan established in May 2025, which allows insiders to execute trades according to predetermined schedules to avoid potential conflicts involving non-public information.How does this transaction impact the CTO's long-term alignment with the company?
Despite the sale of 12,972 shares, Dasdan retains a significant direct interest of ~501,639 shares; furthermore, the executive holds restricted stock units with vesting schedules extending through November 15, 2030, ensuring ongoing exposure to long-term performance milestones.What are the fundamental financial metrics for Dropbox currently?
The company reports trailing twelve-month revenue of $2.5 billion and net income of $472.6 million, while the stock has delivered an 11% return over the 12-month period ending on the July 14, 2026 transaction date.What is the market valuation of the executive's remaining direct equity?
At the July 15, 2026 market close price of $30.35 per share, the executive's ~501,639 directly held shares represent a total market value of approximately $15.2 million.Company OverviewMetricValueShare Price (as of market close 2026-07-15)$30.35Market Capitalization$7.7 billionRevenue (TTM)$2.5 billionNet Income (TTM)$472.6 millionCompany SnapshotDropbox provides comprehensive file backup, synchronization, and sharing solutions through its integrated platform, which includes specialized products such as Dropbox Sign for digital signatures, Dropbox Dash for unified search and discovery, Dropbox Reclaim.ai for calendar management, and DocSend for document tracking and analytics.The company operates a subscription-based business model that generates recurring revenue from both individual users and enterprise customers through tiered pricing structures, with additional revenue streams derived from specialized vertical solutions and premium features.Dropbox serves a diverse customer base ranging from individual consumers and small businesses to large enterprises across multiple industries, with particular strength in professional services, financial services, and technology sectors requiring robust content collaboration capabilities.Dropbox maintains a market capitalization of $7.7 billion with TTM revenue of $2.5 billion and net income of $472.6 million, reflecting strong profitability and operational efficiency in the cloud storage and content collaboration sector.
The company's diversified product portfolio extends beyond traditional file storage to encompass specialized workflow solutions, positioning it as a comprehensive platform for enterprise content management and collaboration. With 2,113 employees and a one-year stock appreciation of 10.63%, Dropbox demonstrates sustained market confidence in its ability to capture growth opportunities within the expanding digital workplace infrastructure market.
What this transaction means for investorsThe July 14 sale of Dropbox stock by CTO Ali Dasdan was a non-discretionary transaction executed as part of his Rule 10b5-1 trading plan. This suggests the disposition is not a red flag for investors. In addition, Dasdan maintained a substantial equity stake in the company post-transaction, with over half a million directly-held shares.
Dasdan’s sale occurred at a time when Dropbox stock was on an upswing. Shares were near their 52-week high of $32.40 when the CTO sold for a weighted average price of $30.00 per share.
Dropbox stock was up due to solid performance in the first quarter. Revenue rose to $629.5 million, up from $624.7 million in 2025, with a gross margin of nearly 80%. The company is also profitable with Q1 net income of $114.5 million.
Dropbox introduced new artificial intelligence tools to make working with its solutions easier and more efficient for customers. Its customer base has remained steady over the past three years at over 18 million subscribers through 2025.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Dropbox. The Motley Fool has a disclosure policy.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of APPF 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.
Medpace Holdings demonstrates strong Q2 2026 net new business awards, with a 1.13x net book-to-bill and $3.0B backlog. Oncology bookings are robust, while cardiometabolic awards have declined; management expects mix normalization over the next year. Guidance is lifted on improved RFP trends, biotech funding breadth, and moderated cancellations, supporting growth momentum into 2027.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Verra To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Verra between February 24, 2026 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Verra Mobility Corporation ("Verra" or the "Company") (NASDAQ: VRRM) and reminds investors of the August 4, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
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, the Company minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives.
On May 26, 2026, Verra issued a press release announcing a termination notice from Avis regarding its contract and accordingly lowered its 2026 full-year financial outlook. Almost one week later on June 1, 2026, the Company announced a sudden and surprising transition of its President and Chief Executive Officer David Roberts. Following this news, the price of Verra's common stock declined dramatically.
From a closing market price of $13.08 per share on May 26, 2026, Verra's stock price fell to $3.85 per share on May 27, 2026, a decline of about 71%.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Verra's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Verra class action, go to www.faruqilaw.com/VRRM or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Verra Mobility Securities Class Action Lawsuit:
What is the Verra Mobility securities fraud lawsuit about?
The lawsuit alleges Verra Mobility misled investors about the strength of its relationship with Avis Budget Group, the likelihood of a contract extension, and the risk that major rental car companies could replace Verra's services with alternative solutions.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Verra Mobility (NASDAQ: VRRM) securities between February 24, 2026 and May 26, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct described in the complaint.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 4, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Verra Mobility stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Verra Mobility securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306283
Source: Faruqi & Faruqi LLP
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Tenet Healthcare delivered another strong earnings beat, with non-GAAP EPS up 43.5% and operating margins expanding, driven by Ambulatory segment growth. Ambulatory revenue rose 10% year-over-year with 37.9% margins, offsetting weaker hospital segment growth and ACA exchange headwinds. FY2026 guidance was raised: revenue to $5.03B and adjusted free cash flow to $3.025B, supporting a $2B increase in share repurchase authorization.
Strategic Education could face near-term headwinds in its high-growth ETS segment, particularly Sophia Learning, due to academic integrity concerns raised by recent press scrutiny in the Washington Post. Quality-enhancing initiatives at Sophia may temporarily depress revenue growth, though long-term value remains if academic rigor is maintained. STRA trades at 5.65x EV/NTM EBITDA, near peer valuations and historical lows, suggesting limited downside but warranting caution before new investments.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Badger Meter To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Badger Meter between April 18, 2024 and April 16, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Badger Meter, Inc. ("Badger Meter" or the "Company") (NYSE: BMI) and reminds investors of the August 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that Badger Meter's strong financial results reflected "ongoing favorable industry trends," "secular growth drivers," and "solid operating execution." They likewise touted "strong" demand and said they were seeing "robust order pacing and a strong bid pipeline that positions us well for continued sales and earnings growth," and that Badger Meter possessed a "long runway" for growth.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Badger Meter's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Badger Meter class action, go to www.faruqilaw.com/BMI or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Badger Meter Securities Class Action Lawsuit:
What is the Badger Meter securities fraud lawsuit about?
The Badger Meter securities fraud lawsuit is a federal securities class action alleging that Badger Meter, Inc. (NASDAQ: BMI) and its executives made false and misleading statements to investors by touting "strong" demand, a "robust" order pipeline, and a "long runway" for growth while concealing that the Company's financial results were not sustainable. As the truth emerged through a series of disclosures — including disappointing Q2 2025 results and a sequential sales decline forecast on July 22, 2025, missed revenue expectations and a 6% sequential decline in utility water sales on January 28, 2026, and Q1 2026 earnings that missed consensus estimates by $0.26 per share with revenue missing by $28.58 million on April 17, 2026 — BMI's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the Badger Meter class action lawsuit?
Investors who purchased or acquired Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Badger Meter securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Badger Meter employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Badger Meter lawsuit?
A lead plaintiff in the Badger Meter class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Badger Meter investor who purchased BMI stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Badger Meter stock during the Class Period?
Investors who purchased Badger Meter (BMI) stock between April 18, 2024 and April 16, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Badger Meter securities class action is August 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/BMI for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306268
Source: Faruqi & Faruqi LLP
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Top flying car stocks such as Joby Aviation and Archer Aviation have tumbled this year, wiping out billions of dollars in market value. Joby Aviation shares have fallen 48% year to date and 60% over the past 12 months, while Archer Aviation has declined 37% and 57%, respectively, despite both companies moving closer to commercial operations.
Archer Aviation vs Joby Aviation stocks | Source: TradingView Electric vertical takeoff and landing (eVTOL) companies have been in the spotlight in the past few years as they seek to disrupt the transportation industry.
Their goal is to build small electric aircrafts that can travel by between 241 km/h and 322 km/hr carrying about 4 passengers. Archer’s Midnight will have a 160 km range, while Joby Aviation’s S4 has a 241 km range.
Archer and Joby have worked hard in the past few years to develop, test, and receive federal authorization for their flights. In this time, they have raised billions of dollars by selling shares and by receiving investments from external funders.
Toyota has become Joby’s biggest shareholder with 128 million shares. It also counts companies like Intel and Delta Air Lines as investors. Archer has received huge investments from Stellantis, the parent company of Jeep and Fiat.
The companies have also made a lot of progress in inking deals ahead of their launches. Joby Aviation finalized an electric air taxi deal with Virgin Atlantic this week. It also has similar deals with Delta Air Lines, Uber, Saudi Arabia, and Dubai.
Archer has deals with United Airlines, which will buy up to 200 aircrafts, Ethiopian Airlines, and Southwest.
Analysts estimates that the eVTOL industry has more room to grow in the near term. A study by Markets and Markets estimates that it will have a compounded annual growth rate (CAGR) of 12.3% between 2025 and 2035. Its market size will hit $5 billion then.
Joby and Archer are now gearing towards their commercialization stage, which will happen later this year or early 2026.
READ MORE: Why is Archer Aviation's stock jumping 18% today?
In theory, JOBY and ACHR stocks should be having a great year as they transition from cash spending to revenue generation. Their stocks have, however, plunged this year amid numerous concerns, which explains why their short short interest have soared. Joby has a short interest of 10%, while Archer has 14.28%.
There are several concerns among investors. First, the two companies have always been dilutive, a trend that will continue even when the commercialization process starts. Archer’s outstanding shares have jumped from 110 million in 2021 to over 623 million today. Joby’s outstanding shares have risen from 300 million in 2021 to over 560 million today.
The two companies have adequate cash in their balance sheets, with Joby and Archer having $2.4 billion and $1.8 billion in cash. Still, as we have seen with many startups, profitability will take time, which will see them raise more cash in equity and debt over time.
The next key catalyst for these stocks will be in early August when they release their financial results. Joby will release on August 5, while Archer releases two days after that.
Analysts are largely positive about Joby and Archer, with their targets being higher than where they are today. Cannacord Genuity has a target of $11.50, while Morgan Stanley sees Joby rising to $13. Needham and Oppenheimer have a target of $18.
On the other hand, the consensus Archer Aviation stock target is $11.8, up sharply from the current $4.75. Canaccord, Needham, and Goldman Sachs see the stock rising to $12, $9, and $11, respectively.
Littelfuse: Evaluating Recent RevenueLittelfuse (LFUS -2.48%) generates revenue primarily by designing and manufacturing electronic components and circuit protection technologies for various transportation and industrial applications.
It outlined its strategic long-term objectives at a May 2026 investor event, and it reported about an 11% net income margin for the quarter ended March 28, 2026.
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Corning: Evaluating Recent RevenueCorning (GLW -6.16%) earns revenue largely by producing specialty glass, optical fiber, and ceramic substrates for telecommunications, displays, and vehicles.
While entering a multiyear commercial partnership to expand domestic manufacturing capacity in May 2026, it recorded an approximately 15% EBIT margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue here refers to the data provider's standardized income-statement revenue line item, providing investors with a fundamental measure of the total money a business brings in before any expenses are deducted.
Quarterly Revenue for Littelfuse and CorningQuarter (Period End)Littelfuse RevenueCorning RevenueQ2 2024 (period ended June 2024)$558.5 million $3.3 billionQ3 2024 (period ended Sept. 2024)$567.4 million$3.4 billionQ4 2024 (period ended Dec. 2024)$529.5 million$3.5 billionQ1 2025 (period ended March 2025)$554.3 million$3.5 billionQ2 2025 (period ended June 2025)$613.4 million$3.9 billionQ3 2025 (period ended Sept. 2025)$624.6 million$4.1 billionQ4 2025 (period ended Dec. 2025)$593.9 million$4.2 billionQ1 2026 (period ended March 2026)$657.0 million$4.1 billionData source: Company filings. Data as of July 13, 2026.
Foolish TakeRevenue figures can give investors a snapshot of a company’s overall financial health, trajectory, and valuation. The data above can tell us a few things. The most obvious is that Corning is a much bigger business than Littelfuse. Indeed, it sports a $134 billion market cap, compared to Littelfuse’s $10.5 billion. Both companies are also growing their revenue: For the time period in question, Littelfuse’s revenue increased by 17.6%, while Corning’s increased by 24%. What’s remarkable about that is that Corning is showing more revenue growth despite being a much larger company.
Corning is benefiting from the current AI data center boom and boasts partnerships with Nvidia, Broadcom, Meta Platforms, and Amazon, in addition to its long-standing relationship with Apple to supply the glass for iPhones. That’s a pretty impressive moat that captures both ongoing stability and current market trends.
Yet Littelfuse posted a revenue gain in Q1, while Corning’s revenue declined. One quarter of reporting doesn’t make a trend, but interested investors may want to do a deeper dive into the companies’ quarterly results for specifics. If Littelfuse can accelerate its revenue growth and continue to close the gap with Corning, it could be a worthy investment, despite its smaller size.
Both Corning and Littelfuse could be affected by cyclicality in the technology, transportation, and industrials markets, which are affected by economic cycles, tariffs, oil prices, and other macroeconomic factors. Investors should consider both companies’ net income margins, which indicate how much of each dollar earned converts into profit after expenses, taxes, and interest. Ongoing and future partnerships will also be something to watch here, as they can give investors visibility into future revenue as well as overall market demand.
Sarah Sidlow has positions in Apple, Meta Platforms, and Nvidia. The Motley Fool has positions in and recommends Amazon, Apple, Broadcom, Corning, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
Apartment real estate investment trusts (REITs) are set up for a better second half of 2026, and the July income calendar makes this a natural moment to look at the group. New multifamily supply is rolling off. Housing starts peaked at 1.522 million units in March and fell to 1.177 million by May, a sharp deceleration that historically translates into stronger pricing power for existing landlords 12 to 18 months out. Demographics reinforce the setup: Millennials aging into peak household formation and Gen Z entering the rental market are colliding with a construction sector whose Q1 2026 growth was just 1.0%, keeping structural undersupply intact.
Three names stand out for investors who want durable, cash distributions rather than speculation. Each is a different flavor of the same thesis.
Mid-America Apartment Communities (MAA) Mid-America Apartment Communities (NYSE:MAA | MAA Price Prediction) is the Sun Belt anchor of this list, with a $16.8 billion market cap and a dividend record that few residential REITs can match. Management just declared its 128th consecutive quarterly dividend, extending a payout streak that dates back to the company’s 1994 IPO with no cuts or suspensions. The 2026 quarterly rate stepped up to $1.53 per share from $1.515 in 2025, and the forward yield sits around 4.3%. The next payment comes on July 31 with an ex-dividend date is July 15.
The bull case is clear. MAA guided 2026 Core FFO to $8.35 to $8.71 per share, and CEO Brad Hill has been direct that Sun Belt supply is decelerating in a way that should reset lease pricing. Same-store occupancy held at 95.7% in Q4 2025, and an $932 million, 2,522-unit development pipeline gives the company organic growth optionality without needing to overpay in the acquisition market. Shares have quietly perked up, gaining 3.75% year to date to $142.67.
Risk to watch: Q4 2025 EPS came in at 48 cents, missing the 90-cent estimate, and a $53 million legal settlement charge plus roughly 25 cents per share of interest expense headwind in 2026 mean the recovery will be uneven quarter to quarter.
Equity Residential (EQR) Equity Residential (NYSE:EQR) is the coastal counterweight to MAA. At a $27 billion market cap, it is the largest name on this list, and its urban portfolio is doing exactly what the bull thesis predicted. San Francisco delivered 6.0% Q4 revenue growth and New York 4.2% growth at 97.6% occupancy. Resident turnover fell to 7.8% in Q1 2026, the lowest in company history, which is the sort of retention that quietly compounds cash flow.
The dividend was raised 1.4% to an annual rate of $2.81, with the last payment of 70 cents hitting shareholders on July 10. Yield sits at roughly 4.0%. Management has been aggressive on capital returns, repurchasing about 4.8 million shares in 2025 at an average price of $62.03, with another $200 million planned for the first half of 2026. S&P affirmed the A- credit rating with a positive outlook, and Goldman Sachs raised its price target to $71. Shares are up 14.68% year to date to $70.62.
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Risk to watch: EQR’s expansion markets (Denver, Atlanta, Dallas/Austin) are still showing negative revenue growth, and Q1 2026 EPS of $0.24 missed the $0.29 estimate after $36.6 million of insurance and litigation reserves. Income-focused investors interested in building broader dividend exposure alongside REITs may want to review the free Ten Dividend Kings research report as a companion read.
Camden Property Trust (CPT) Camden Property Trust (NYSE:CPT) is the smallest of the three at a $11.6 billion market cap, and it is the most direct bet on the Sun Belt supply cliff. The portfolio spans 172 properties and 58,759 apartment homes across 16 markets. Q1 2026 EPS of 40 cents beat the 25-cent estimate, and management raised the 2026 EPS midpoint to 66 cents with Core FFO guided to $6.60 to $6.90 per share.
Under new CEO Alex Jessett, Camden is deploying its $600 million share repurchase program aggressively, buying back 2.63 million shares in Q1 at an average $105.88, plus $171.3 million of post-quarter acquisitions in Alpharetta and Lake Nona. The last quarterly dividend of $1.06 paid out on July 17, for an annualized rate of $4.24 and a yield of about 3.6%. Shares have gained 8.39% year to date to $118.24.
Risk to watch: Same-property NOI declined 0.7% year over year, Austin revenue fell 2.7%, and a $53 million litigation settlement tied to revenue management software pushed net debt to EBITDA to 4.7x. Blended new lease rates were still negative at -1.4%, so the pricing recovery is not yet in the numbers.
What to Watch Next All three REITs pay in July, all three have raised distributions into 2026, and all three benefit from the same supply-demand equation. MAA offers the deepest dividend track record and highest yield, EQR offers the coastal recovery story with the strongest year-to-date price action, and CPT offers the highest-conviction Sun Belt turnaround if new leases inflect positive later in 2026. The catalyst to keep an eye on: Q2 2026 earnings reports, where blended lease rate trends will show whether the supply thesis is finally translating into pricing power.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Equity Residential didn't make the cut. Grab the names FREE today.
Reddit remains a strong buy despite a 14% decline since my last coverage and underperformance versus the benchmark. RDDT has consistently beaten analyst estimates and accelerated revenue growth, posting a 69% top-line expansion last quarter. EPS surged over 7x year-over-year, from $0.13 to $1.01, reinforcing confidence in management and operational momentum.
It's been a tough year for NuScale Power (SMR -8.17%) investors. Since 2026 began, shares of the popular nuclear energy stock have fallen by roughly 45%.
NuScale's market cap is now down to just $3.2 billion. That looks like a bargain compared to the company's growth potential. Bank of America believes nuclear energy will be a $10 trillion opportunity in the coming decades. Small modular reactors, or SMRs -- the exact nuclear technology that NuScale specializes in -- are expected to take a big share of that opportunity.
NuScale's stock price has struggled in 2026 for several reasons. The biggest, perhaps, has been a lack of tangible catalysts. NuScale has several impressive opportunities in its project pipeline, but there hasn't been much traction in converting these deals into revenue-generating assets.
NuScale's biggest project is a 6 GW system intended for the Tennessee Valley Authority (TVA), a major utility serving the eastern U.S. The deal between NuScale and TVA was signed in September 2025. At the time, NuScale's stock price hovered around $40 per share. At least from a headline perspective, there has been little progress on the deal since, sending NuScale's stock price below $10 earlier this month.
But there's good news: A major catalyst for NuScale's TVA project should be arriving soon. This catalyst is so meaningful that it wouldn't be surprising to see NuScale shares double as the catalyst approaches.
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Here's the growth catalyst NuScale Power investors should be monitoring closely Right now, the deal between NuScale and TVA is largely non-binding. The next step would be to sign a power purchase agreement (PPA). This agreement would commit TVA to buy power from NuScale's SMR system at a predetermined price for years, or even decades, to come. In short, it guarantees that NuScale will generate revenue from the nuclear project, allowing it to begin construction.
Image source: Getty Images.
In May, NuScale's management team noted that it remains very bullish on signing a PPA agreement with TVA by the end of 2026.
"ENTRA1 [NuScale's financing partner, which will be the party that actually signs the PPA with TVA] has updated us the discussions with TVA are advancing well toward a definitive PPA," NuScale's CEO revealed on a call with investors. "We remain highly encouraged by the progress and the strategic alignment between ENTRA1, TVA, and NuScale."
NuScale's CFO was even more specific. "We're hopeful that TVA can come across the line at some point later this year," he added. "We believe that's a strong possibility."
There is no guarantee that a PPA will be signed before the end of 2026. And to be clear, NuScale has failed to meet its own guidance in the past. But it is hard to overstate how valuable a signed PPA would be for the company.
With its stock price tumbling, NuScale's access to capital is growing more limited and costly. If the company's biggest project gets a firm revenue pathway, expect shares to rebound aggressively. A PPA not only improves access to capital, but it would also be a huge vote of confidence in the viability of the reset of NuScale's project pipeline.
Artificial intelligence has become the biggest growth story in global technology, but this week's earnings from Alphabet and Tesla have reminded investors that building the infrastructure behind that boom is becoming increasingly expensive.
And, investors are not okay with this.
While both companies reported robust revenue growth and highlighted expanding demand for AI-related products and services, their results also reinforced concerns that the industry's largest players are spending at an unprecedented pace, squeezing free cash flow and raising questions about when those investments will begin generating meaningful financial returns.
The concern was evident immediately after the results.
Alphabet shares fell 7.1% on Thursday, while Tesla plunged 14.5%, marking the electric vehicle maker's worst single-day decline since March 2025.
The sharp market reaction has also set the tone for the next wave of Big Tech earnings, with Microsoft, Meta Platforms and Amazon due to report next week.
Investors are expected to closely examine not only revenue growth but also whether AI spending is accelerating faster than profits.
Tesla delivers record revenue growth but margins remain under pressureTesla's second-quarter report illustrated the growing divide between strong top-line expansion and increasing costs.
Revenue rose 26% year over year to $28.2 billion, comfortably exceeding the company's compiled consensus estimate of $27.6 billion.
Vehicle deliveries also reached a record 480,126 units during the quarter, up 25% from a year earlier.
Automotive revenue increased 23% to $20.5 billion, while energy generation and storage revenue climbed 13% to $3.1 billion.
Despite those gains, profitability deteriorated significantly.
Adjusted earnings came in at 33 cents per share, well below analyst expectations of 55 cents.
Operating expenses surged 47% to $4.4 billion, including a 49% jump in research and development spending to $2.4 billion.
Operating income declined 57% year over year to $398 million, leaving Tesla with an operating margin of just 1.4%, compared with 4.1% during the same period last year.
The biggest concern for investors was capital expenditure.
Tesla increased capex by 142% from a year earlier to $5.8 billion during the quarter, pushing free cash flow to negative $1.1 billion.
The company also said it expects to spend more than $25 billion in capital expenditures this year.
Chief Executive Elon Musk sought to reassure investors that the elevated spending reflects investments designed to transform Tesla beyond electric vehicles.
"This is a massive capex year. I'm confident that all the things that we're investing in will yield incredible returns. Really, maybe the best capex returns that we've ever seen," Musk said during the earnings call.
Much of that investment is being directed toward Tesla's next-generation semiconductor production capabilities and its Optimus humanoid robot programme.
The company said it is "installing the first-generation lines for Optimus" and expects production to begin soon.
For Musk, those initiatives represent future revenue streams that could ultimately outweigh the near-term financial pressure currently weighing on margins.
Alphabet posts record cloud growth but spending dominates investor attentionAlphabet delivered another quarter of exceptional cloud performance, but investors focused instead on the scale of the company's AI investment plans.
Google Cloud revenue surged 82% year over year to $24.8 billion during the quarter ended June, significantly outperforming analysts' expectations of approximately 64% growth, according to LSEG.
The performance reinforced Google's growing position in enterprise AI infrastructure, with cloud demand continuing to accelerate as businesses expand adoption of generative AI applications.
However, those strong results were overshadowed by another increase in capital expenditure guidance.
Chief Financial Officer Anat Ashkenazi said Alphabet now expects capital expenditure of between $195 billion and $205 billion during 2026, compared with previous guidance of $180 billion to $190 billion.
The revised outlook also exceeded analysts' expectations of roughly $188 billion, according to Visible Alpha.
Perhaps more striking was Alphabet's free cash flow.
The company reported negative free cash flow of $5.9 billion during the quarter, reversing nearly $25 billion in positive free cash flow generated during the same period a year earlier.
"The increase in the range is primarily due to an acceleration in the delivery of capacity to meet growing demand," Ashkenazi told analysts.
She said Google continues to face supply constraints despite multiple quarters of infrastructure expansion.
"We're still in a supply-constrained environment," she said. "I think we've said this now for multiple quarters in a row, and we are seeing very strong demand both from external cloud customers as well as across the business."
Ashkenazi, however, acknowledged that free cash flow will likely remain under pressure as Alphabet continues building technical infrastructure.
"We expect the free cash flow will remain under pressure, driven by our investments in technical infrastructure, which enables us to capitalize on the AI opportunity and continue to drive attractive returns," she said.
While operational performance received widespread praise, analysts questioned how sustainable current spending levels may become.
Bloomberg Intelligence analyst Mandeep Singh said Alphabet's financial results left little room for criticism operationally but warned that future capital expenditure could keep cash flow negative.
"Right now they are probably $10 billion-$15 billion free cash flow for this year, next year if this goes to $300 billion there is no way they're going to be positive free cash flow," Singh said on a Bloomberg Podcasts episode.
He argued that investors increasingly want stronger earnings contributions from Search, YouTube and Alphabet's other businesses instead of relying primarily on Google Cloud.
Thomas Monteiro, senior analyst at Investing.com, expressed similar concerns.
"After a negative cash flow quarter, the new raise in capex does not sit well for Alphabet," he said.
"The market's most reliable cash generators are now spending more than they bring in. As long as revenue keeps accelerating, investors will tolerate it. But capital has a real cost again, and the room for error is shrinking every quarter."
The spending surge reflects a broader transformation underway across the technology sector.
For years, companies such as Alphabet, Microsoft, Meta and Amazon generated enormous free cash flow that comfortably funded acquisitions, buybacks and new product development.
The AI race has changed that equation.
Industry capital expenditure is expected to exceed $700 billion this year as companies rapidly expand data centres, purchase AI chips and develop proprietary infrastructure.
As a result, investors are becoming less focused on revenue growth alone and increasingly attentive to whether AI-related investments can ultimately produce returns that exceed their cost.
That shift is expected to dominate discussions when Microsoft, Meta and Amazon publish earnings next week.
Alphabet's results have heightened expectations that rival technology companies could also increase investment plans.
Both Meta and Amazon shares declined alongside Alphabet following Wednesday's report.
"The risk is tilted towards further increases, particularly while Microsoft and others remain capacity-constrained," said Charu Chanana, chief investment strategist at Saxo Markets.
"But investors will increasingly focus on how much of that cash must be reinvested simply to remain competitive — and whether AI revenue can grow faster than capital expenditure, depreciation and operating costs."
Consensus estimates suggest Alphabet and Amazon could continue burning cash into 2026, while Meta's free cash flow is expected to decline 95.7% to just $1.9 billion.
Microsoft is forecast to generate $25.4 billion in free cash flow during its current fiscal year ending next June, compared with an estimated $58.7 billion during the previous financial year.
Meanwhile, capital expenditure relative to revenue is projected to rise sharply across the sector.
Meta's capex-to-revenue ratio is expected to increase to 54.9% from 35.9%, Alphabet's to 41% from 23%, Microsoft's to 45% from 31%, and Amazon's to 25% from 18%.
The latest earnings also underscored shifting competitive dynamics within cloud computing.
Google Cloud's 82% revenue growth substantially outpaced expectations and highlighted the division's rapid expansion.
Alphabet executives said customer demand has become so strong that the company plans to rent additional third-party data centre capacity despite the negative impact on margins.
Analysts say the performance raises pressure on both Amazon Web Services and Microsoft Azure.
AWS is expected to report revenue growth of 31.04%, accelerating from 28.4% during the previous quarter.
Microsoft Azure is forecast to deliver growth of 39.98%, broadly matching the prior quarter's 40%.
Competition could intensify further after reports that Meta is discussing renting computing capacity to Anthropic, adding another major buyer to an increasingly crowded AI infrastructure market.
"As compute becomes more available and models become cheaper, cloud capacity may look increasingly interchangeable. That could force providers to spend more while accepting lower returns," said Lale Akoner, global market strategist at eToro in a Reuters report.
Although not part of the so-called Magnificent Seven, Intel also reinforced the industry's AI narrative this week.
The chipmaker reported better-than-expected second-quarter results, recording its fastest revenue growth since 2011 as demand for server processors benefited from AI infrastructure spending.
Shares initially rose following the announcement before retreating during Friday's trading session.
"AI is driving unprecedented demand for compute," Intel Chief Executive Lip-Bu Tan said.
"As we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise."
The mixed reaction across the sector suggests investors remain supportive of AI's long-term potential but are becoming increasingly selective about how much they are willing to pay for that growth while companies continue pouring hundreds of billions of dollars into infrastructure.
Amazon (AMZN -0.70%) is building a constellation of 3,000-plus small "Amazon Leo" satellites to provide broadband internet service from low earth orbit. Blue Origin, Amazon's Jeff Bezos-founded cousin company, wants to build its own constellation of 5,400 small satellites to provide similar communication services specifically for enterprise, data center, and government customers.
And of course, there's Starlink. With approximately 10,800 small satellites in orbit, the SpaceX (SPCX -2.68%)-owned satellite communications business already dwarfs Amazon Leo and Blue Origin Terawave, combined. Viewed not in competition with the others, though, but in conjunction, Starlink helps demonstrate the global belief that large satellites have become passe -- and small satellites are the future.
Or are they?
Image source: Boeing.
U.S. Air Force bets big on big satellites Replacing large satellites in orbit with small satellites makes a lot of sense.
From a security perspective, it's harder for a hacker, a pirate, or a hostile foreign power to take over or destroy a satellite constellation comprising thousands of parts than a network with just a few dozen multiton satellites circling slowly in geostationary orbit.
From a technology perspective, too, when you consider the pace at which processor speeds are increasing, and launch costs are falling, it makes sense to build a lot of cheap little satellites with short lifespans, and iterate and update and replace them over time -- rather than anchor your business to a single large satellite whose technology becomes obsolete a year after it launches.
And yet, might there be some advantage to launching large satellites? Because just last month -- in the middle of this global movement toward small satellite constellations, the U.S. Air Force awarded Boeing (BA +0.12%) $2 billion to build two large Mobile User Objective System (MUOS) satellites that it expects to remain in service through 2035.
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What is MUOS? Originally built by Lockheed Martin (LMT +2.46%), which bid on this new contract and lost, MUOS is an ultra-high-frequency system that Boeing says is "designed to sustain and improve a critical communications capability used by military users operating on the ground, at sea and in the air, especially in places where reliable connections are harder to maintain."
MUOS comprises five original Lockheed-built satellites. Boeing will supplement the existing system and ensure it continues to function after Lockheed's original satellites begin aging out of service.
What does this contract mean for space stocks? And that's probably the important fact for space investors to focus on. Yes, the Air Force is buying large satellites. Yes, it's paying $1 billion for each, whereas small satellites from Rocket Lab (RKLB -8.70%) and Planet Labs (PL -8.50%) price in the mere millions. But the reason the Air Force is buying big satellites is to replace big satellites it's already bought.
This doesn't mean bigger is better. It just means the Pentagon has locked itself into operating big satellites for this particular MUOS project. For future projects, the Pentagon may well favor smaller over larger satellites -- just like everyone else on Earth.
Rich Smith has positions in Rocket Lab. The Motley Fool has positions in and recommends Amazon, Boeing, Planet Labs PBC, and Rocket Lab. The Motley Fool recommends Lockheed Martin. The Motley Fool has a disclosure policy.
Super Micro Computer (SMCI -3.53%) shares surged nearly 20% on July 22 after the company pre-announced strong preliminary results. While its second-quarter revenue is expected to come in toward the low end of its $11 billion to $12.5 billion range, that is still about double the revenue it generated a year ago. More importantly, it projected that its gross margins would rise to a range of 15% to 17%, well above its 8.2% to 8.4% guidance.
Supermicro, which designs and assembles servers and rack solutions for data centers, has struggled with margins, so this is a piece of welcome news. However, this is generally a low-margin business, and the surprising jump in margins is likely largely due to supply shortages.
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There have been shortages of key AI infrastructure components for things like memory, central processing units (CPUs), and graphics processing units (GPUs), so hyperscalers and enterprises that want complete systems right away are more likely to pay up for a complete system from an integrator. A shift toward enterprise or sovereign clients, which have less buying power, can also positively impact margins.
That said, this dynamic could be temporary, and Supermicro is still, by and large, a low-margin middleman. It also has a history of controversy, and its offices in Taiwan were raided at the end of June, related to employees smuggling chips to China. So instead of owning Supermico shares, I think buying Nvidia (NVDA -1.01%) is the much safer and smarter bet.
Image source: The Motley Fool.
Nvidia is the better stock to own
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Supermicro and most other integrators build their servers around Nvidia GPUs, so the strong demand it is seeing and its ability to boost margins speak volumes to the current high-demand environment for Nvidia's chips and components. In fact, this can be a great leading indicator.
When looking at where most of the value resides, this is with Nvidia and its GPUs. Supermicro is largely passing along high GPU prices to its customers; that's why its revenue is so high and its gross margins are generally low. Nvidia, on the other hand, has gross margins around 75%. So, what is good news for Supermicro is ultimately even better news for Nvidia, and you are getting a much more attractive company in Nvidia with a lot less controversy.
As Supermicro's preliminary Q2 numbers show, there is no current let-up in demand for AI infrastructure. At the same time, earlier commentary and an increase in capex from leading foundry Taiwan Semiconductor Manufacturing also point to strong long-term demand. With the king of AI infrastructure trading at a forward P/E of only 16 times fiscal 2028 (ending January 2028) estimates, investors don't need to overthink this and can just buy the stock of the high-quality market leader.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of VZ, TMUS 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.
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Intuit To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Intuit between August 22, 2025 and May 20, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Intuit Inc. ("Intuit" or the "Company") (NASDAQ: INTU) and reminds investors of the September 8, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued FY 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
On May 20, 2026, Intuit released its fiscal Q3 2026 financial results, which included its 2026 tax season revenue. Intuit stated that it "did not have the overall tax season we expected" and that it "faced pressure among the most price-sensitive DIY filers." Intuit said that "[w]e [lost] on price," and revealed that the Company needed to evolve its business model by delivering the right lineup and price points to meet simple filers' needs at the low end. Intuit also announced that TurboTax online paying units were expected to grow by only 2% as total IRS filers were expected to decline by approximately 30 basis points, representing the "most significant industry-wide contraction since the post-COVID tax season."
On this news, Intuit's stock price fell $76.86 per share, or 20.02%, to close at $307.07 per share on May 21, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Intuit's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Intuit class action, go to www.faruqilaw.com/INTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Intuit Securities Class Action Lawsuit:
What is the Intuit securities fraud lawsuit about?
The lawsuit alleges Intuit misled investors by overstating TurboTax growth, competitive strength, and FY2026 guidance while failing to disclose increasing pricing and competitive pressures.
Who may be eligible to participate in the lawsuit?
Investors who purchased Intuit (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026 may be eligible if they suffered losses.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the proposed class. Eligible investors must file a motion with the court by September 8, 2026. Participation does not require serving as lead plaintiff.
What should investors do if they purchased Intuit stock during the Class Period?
Investors should review their transactions and consider consulting counsel regarding their legal rights, participation in the lawsuit, or seeking lead plaintiff status.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi has represented investors since 1995 and recovered hundreds of millions of dollars. The firm offers free evaluations of potential securities fraud claims.
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Intuit securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306275
Source: Faruqi & Faruqi LLP
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The logo of Samsung Electronics is seen at its booth during The 26th Semiconductor Exhibition 2024 in Seoul, South Korea, October 23, 2024. REUTERS/Kim Hong-Ji Purchase Licensing Rights, opens new tab
CompaniesSEOUL, July 25 (Reuters) - Samsung Electronics (005930.KS), opens new tab said on Saturday it struck a pact with U.S. chip designer Broadcom (AVGO.O), opens new tab to widen cooperation across memory chips, contract chip making and advanced packaging envisaged to exceed $200 billion until 2030.
Winning long-term production commitments from Broadcom, one of the world's leading custom AI chip designers, could boost utilisation at Samsung's advanced manufacturing facilities to pull ahead in the race to supply AI chips.
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"The expanded collaboration ... reflects Samsung's focus on supporting customers with end-to-end semiconductor technologies across an increasingly diverse range of AI and high-performance computing applications," the company said in a statement.
The tie-up comes as global technology companies increasingly develop their own custom AI accelerators, rather than relying solely on general-purpose graphics processors, driving demand for specialised chip design and manufacturing partnerships.
The two firms' memorandum of understanding underscores Samsung's efforts to beef up its position in AI semiconductors by expanding its long-term ties with Broadcom amid growing demand up for custom AI processors.
The next five years of collaboration will combine Broadcom's expertise in designing application-specific integrated circuits (ASICs), or chips for specific tasks, with Samsung's manufacturing capabilities.
The deal provides for Broadcom's next-generation communications chips, designed for high-speed data transfer, to be made with Samsung's sub-2-nanometre process technology, Samsung said.
The two will also collaborate on next-generation high-bandwidth memory (HBM) products.
The partnership could help strengthen Samsung's foundry business, as it seeks to narrow the gap with industry leader TSMC (2330.TW), opens new tab by wooing major technology customers.
Last month, co-CEO and chip division head Jun Young-hyun said he discussed next-generation foundry cooperation with Jensen Huang, chief executive of Nvidia (NVDA.O), opens new tab, including future HBM4E and HBM5 memory products.
Samsung said this year it expected to secure more advanced 2-nanometre foundry orders in the near term after discussions with major tech companies. Last year, it won a $16.5-billion contract to make logic chips for EV maker Tesla (TSLA.O), opens new tab.
Reporting by Heekyong Yang; Editing by Clarence Fernandez
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lucid Group, Inc. ("Lucid Group" or the "Company") (NASDAQ: LCID) and reminds investors of the July 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lucid Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lucid Group class action, go to www.faruqilaw.com/LCID or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Lucid Group, Inc. Securities Class Action Lawsuit:
What is the Lucid Group securities fraud lawsuit about?
The Lucid Group securities fraud lawsuit is a federal securities class action alleging that Lucid Group, Inc. (NASDAQ: LCID) and its executives made false and misleading statements to investors by concealing that a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity SUV and overstating the Company's manufacturing and delivery capabilities. As the truth emerged through a series of disclosures - including an April 3, 2026 announcement that only 3,093 vehicles were delivered in Q1 2026 due to a 29-day delivery disruption caused by a supplier seat defect, an April 14, 2026 filing revealing Q1 revenue of just $280-$284 million against a consensus estimate of $433.8 million and a $1.05 billion capital raise, and a May 5, 2026 earnings report showing a net loss of over $1 billion and GAAP EPS of -$3.46 - LCID's stock price fell sharply across multiple trading sessions, causing significant losses for investors.
Who may be eligible to participate in the Lucid Group class action lawsuit?
Investors who purchased or acquired Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the Lucid Group securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Lucid Group employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Lucid Group lawsuit?
A lead plaintiff in the Lucid Group class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any Lucid Group investor who purchased LCID stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 28, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Lucid Group stock during the Class Period?
Investors who purchased Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Lucid Group securities class action is July 28, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/LCID for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306276
Source: Faruqi & Faruqi LLP
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Nvidia (NVDA -1.01%) stock is up 12% year-to-date, outperforming the Nasdaq's roughly 9% return at the time of writing, but the company is not sitting still. With competition in the semiconductor industry heating up, CEO Jensen Huang wants to keep Nvidia at the frontier of artificial intelligence (AI) technology.
In that effort, Huang is positioning the company to lead the race in physical AI, including robots. He recently met with the leaders of several Japanese industrial giants -- including Toyota, Fujitsu Limited, Kawasaki Heavy Industries, Fanuc, and Kioxia -- to discuss how they can implement physical AI in their factories.
As Huang stated, "The next frontier of AI is in the physical world, and this is a once-in-a-generation opportunity for Japan." Three major robotics and automation players -- Kawasaki, Fanuc, and Yaskawa -- are already using Nvidia's technology. This all fits with its strategy to be at the center of every major transition in the world of computing.
Image source: Nvidia.
What does this mean for Nvidia's prospects? Nvidia has changed how it will report its financial results to align with its future growth drivers. Based on this new reporting framework, the data center segment reported revenue of $75 billion last quarter, up 92% year over year. The new edge computing segment (robotics, automotive, and PCs) is small by comparison, generating only $6.4 billion in revenue, up 29%.
Physical AI is not going to move the needle for the stock right now. In data center, management expects to book $1 trillion in revenue from its Blackwell and Rubin chips from 2025 through calendar 2027. Its chips and networking products for AI data centers are still its main growth drivers.
But in the long run, physical AI is the next logical step for this technology, and that spells significant growth potential for Nvidia's edge computing business. Similar to its strategy in data centers, Nvidia has put together a full-stack offering that includes its DGX computing systems (Blackwell/Vera Rubin), its Jetson robotics computing platform, and Cosmos for simulating the physical world to accelerate robot development.
As Advanced Micro Devices and Broadcom try to chip away at Nvidia's lead in data centers, Huang is positioning the company for the next big transition in AI. Nvidia's tailored computing solutions for specific industries such as manufacturing give it a competitive advantage. So do its relationships with enterprises and AI researchers around the world.
The recent announcements out of Japan are bullish for Nvidia's long-term prospects, but the data center business will remain the key catalyst for the stock in the near term. The shares do look attractive right now, trading at just 23 times forward earnings, with analysts projecting around 44% annualized earnings growth over the next few years. Investors don't seem to be paying any premium for the long-tail growth potential of the physical AI market over the next few decades.
John Ballard has positions in Nvidia. The Motley Fool has positions in and recommends Advanced Micro Devices, Broadcom, and Nvidia. The Motley Fool recommends Fanuc. The Motley Fool has a disclosure policy.
Obviously, nobody owns a functioning crystal ball. So, take any predictions about someone else's future actions with a grain of salt. You can make educated guesses, however, based on a person's past patterns and current situations.
With that as the backdrop, what is relatively new Berkshire Hathaway (BRKA +1.14%)(BRKB +0.79%) CEO Greg Abel apt to do with the $397 billion in liquidity he hasn't yet used? Here are three pretty good bets.
Image source: Getty Images.
1. Repurchase more Berkshire stock Previous Berkshire CEO and chief stock picker Warren Buffett wasn't staunchly against stock repurchases; they did happen while he was at the helm. But they certainly weren't always his preferred use of cash, even if that cash was going to sit idle for a while.
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Abel, however, seems to be more willing. In his first quarter as the conglomerate's chief executive, he oversaw the repurchase of more than a couple of hundred million dollars' worth of Berkshire stock, with estimates of a few billion dollars' worth of stock buybacks materializing during the second quarter of this year. We won't know for sure until the company's official Q2 filings are submitted. Given how restless some shareholders have become, though, such a risk-free use of some of this liquidity would at least sate this crowd.
2. Growth and income are clearly converging in one corner of the tech industry Greg Abel isn't simply inflating the value of outstanding Berkshire Hathaway shares by taking some out of circulation, though. His ultimate goal is still investing for long-term growth.
To this end, although he's unlikely to expand the existing stake in Alphabet (GOOG +0.24%) (GOOGL +0.58%) since the technology giant is now Berkshire's fifth-biggest holding, this trade does suggest that Abel isn't nearly as averse to owning tech stocks -- with the exception of Apple -- as Buffett generally was.
This doesn't mean look for a new position in Nvidia to show up in the portfolio anytime soon. However, given their growth potential and reliable dividend income, it's not inconceivable that an artificial intelligence data center REIT like Equinix (EQIX +4.90%) or Digital Realty Trust (DLR +11.01%) could become part of Berkshire's mix.
3. Expand its energy business's capacity Finally, it's an often-overlooked aspect of the company, but Berkshire Hathaway isn't just a collection of individual hand-picked stocks. The conglomerate also owns many privately held companies, including power utility outfit Berkshire Hathaway Energy, which Abel previously ran.
That in and of itself wouldn't normally mean much. Except at the annual shareholder meeting held in May, Abel specifically pointed out that Berkshire Hathaway Energy is already serving the fast-growing AI data center business, adding that he knows this demand could grow by 50% or more in just the next five years.
Were he not this energy arm's former chief, he might not pursue it too aggressively. Given Abel's familiarity with this particular business, don't be surprised to see Berkshire Hathaway make capital investments specifically meant to bolster Berkshire Hathaway Energy's position within this market.
Again, though, these are all just guesses, and far from guarantees.
James Brumley has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Apple, Berkshire Hathaway, Digital Realty Trust, Equinix, and Nvidia. The Motley Fool has a disclosure policy.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Hub Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Hub Group between April 28, 2023 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Hub Group, Inc. ("Hub Group" or the "Company") (NASDAQ: HUBG) and reminds investors of the August 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, Hub Group's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; and (2) Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, Hub Group's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth.
On February 5, 2026, Hub Group announced that the Company's financial statements for the first three quarters of 2025 should not be relied upon and would be restated due to "an error that resulted in the understatement of purchased transportation costs and accounts payable in the first nine months of 2025." The Company revealed that its reports for those quarters "were in each case materially misstated due to the aforementioned error and should no longer be relied upon" and that "the Company [wa]s also continuing to assess the effectiveness of its disclosure controls and procedures and internal control over financial reporting and appropriate remediation steps." The Company also estimated that "[t]he total amount of the reduction to accounts payable and purchased transportation costs related to this issue that was recorded during these periods is $77 million."
This news caused the price of Hub Group stock to decline roughly 18%, from $51.33 per share at close on February 5, 2026, to $41.96 per share at close on February 6, 2026.
On May 12, 2026, Hub Group announced that it had "identified certain transactions that were prematurely or incorrectly recognized or not adequately supported," causing its 2023 and 2024 annual reports filed with the SEC to be "materially misstated," such that they "should no longer be relied upon." The Company did not quantify the expected misstatement, although it "expect[ed] to conclude that it did not maintain effective disclosure controls and procedures and internal control over financial reporting for each of the years ended December 31, 2024 and 2023."
This news caused the price of Hub Group stock to decline a further 13%, from $41.86 per share at close on May 11, 2026, to $36.62 per share at close on May 12, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Hub Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Hub Group class action, go to www.faruqilaw.com/HUBG or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Hub Group Securities Class Action Lawsuit:
What is the Hub Group securities fraud lawsuit about?
The lawsuit alleges Hub Group made misleading statements about revenue recognition, transportation costs, accounts payable, internal controls, and financial reporting, causing multiple financial statements to contain material accounting misstatements.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Hub Group (NASDAQ: HUBG) securities between April 28, 2023 and May 11, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the proposed class and helps oversee the litigation. Eligible investors must file a motion with the court by August 28, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Hub Group stock during the Class Period?
Investors should review their trading records, preserve relevant documents, and evaluate their legal rights. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for clients. The firm can evaluate your potential claims and explain your legal options at no upfront cost.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306273
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Insulet To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Insulet between February 21, 2025 and May 26, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 25, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Insulet Corporation ("Insulet" or the "Company") (NASDAQ: PODD) and reminds investors of the August 31, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) Insulet's manufacturing controls and procedures were defective; (ii) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (iii) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on March 12, 2026, when Insulet disclosed that it had "initiated a voluntary Medical Device Correction for specific lots of Omnipod® 5 Pods after identifying a manufacturing issue through its ongoing product monitoring."
On this news, Insulet's stock price fell $16.23 per share, or 6.88%, to close at $219.84 per share on March 13, 2026.
Then, on May 26, 2026, Insulet disclosed the "initat[ion]" of another "voluntary Medical Device Correction", this time "for specific lots of Omnipod® 5, Omnipod Dash®, and Omnipod® Insulin Management System (Omnipod Eros) Pods due to a manufacturing issue, identified through ongoing product monitoring, that could result in insulin under-delivery."
On this news, Insulet's stock price fell $7.79 per share, or 5.07%, to close at $146.01 per share on May 27, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Insulet's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Insulet class action, go to www.faruqilaw.com/PODD or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Insulet Securities Class Action Lawsuit:
What is the Insulet securities fraud lawsuit about?
Faruqi & Faruqi, LLP has filed a securities class action lawsuit against Insulet Corporation (NASDAQ: PODD) on behalf of investors who purchased Insulet securities during the Class Period. The lawsuit alleges that Insulet's manufacturing controls and procedures were defective, and that this deficiency allegedly created a foreseeable, heightened risk that one or more Insulet products would be found to violate applicable safety regulations or pose a risk of injury to patients. The complaint further alleges that, as a result, Insulet's public statements during the Class Period were materially false and misleading. The alleged truth began to emerge through two separate voluntary Medical Device Corrections disclosed by Insulet in March and May 2026, each involving manufacturing issues with specific lots of Omnipod® products, which were followed by significant declines in Insulet's stock price.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Insulet Corporation (NASDAQ: PODD) securities on the NASDAQ exchange between February 21, 2025 and May 26, 2026, inclusive, may be eligible to participate in this lawsuit. Eligibility to participate is not limited to those who seek appointment as lead plaintiff; any investor who purchased during the Class Period may be entitled to share in any recovery that may be obtained. Investors are encouraged to review their trading records to determine whether their purchases fall within the defined Class Period. Additional eligibility considerations may apply, and investors are advised to consult with counsel to evaluate their specific circumstances.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative party who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy, selection of counsel, and settlement negotiations. Under the Private Securities Litigation Reform Act, any member of the proposed class may move the court for appointment as lead plaintiff, and the court will generally appoint the movant with the largest financial interest in the relief sought who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff in this action is August 31, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class or share in any recovery that may result from the litigation.
What should investors do if they purchased Insulet stock during the Class Period?
Investors who purchased Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026 are encouraged to review their brokerage and trading records to confirm whether their purchases fall within the Class Period. Investors should take steps to preserve all relevant documentation, including trade confirmations, account statements, and any communications related to their Insulet holdings. Given that the lead plaintiff motion deadline is August 31, 2026, investors who wish to be considered for appointment as lead plaintiff should act promptly to avoid missing that deadline. Investors interested in learning more about the lawsuit or their potential legal rights and options may contact Faruqi & Faruqi, LLP to discuss their circumstances prior to the deadline, though retaining counsel or seeking lead plaintiff status is not required to participate in any potential class recovery.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Insulet securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306274
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Volatility has been the name of the game for the stock market so far this year. However, it hasn't prevented the S&P 500 (^GSPC +0.05%) from chalking up a respectable gain. Some stocks have delivered especially impressive returns.
Enterprise Products Partners LP (EPD -0.18%) is definitely one of them. The pipeline stock has soared more than 20%. Its total return is even better, thanks to a juicy 5.8% distribution yield.
How will Enterprise Products Partners perform going forward? I'll make the call: the stock will crush the S&P 500 in the second half of 2026. Here's exactly why.
Image source: Getty Images.
A conflict and a potential catalyst The ongoing Middle East conflict is my top reason for being bullish on Enterprise Products Partners. Although the U.S. and Iran have attempted several times to forge a peace agreement, the two sides can't seem to fully get on the same page.
While continued hostilities won't be good news for American consumers, they should drive Enterprise Products Partners' unit prices higher. The midstream energy leader is a key player in the export of U.S.-produced oil and gas, with more than 50,000 miles of pipeline. As long as traffic through the Strait of Hormuz is disrupted, the global demand for U.S. fossil fuels will remain strong.
Enterprise is also scheduled to report its second-quarter earnings results on July 30. I view this Q2 update as a potential catalyst for the stock, with the momentum carrying through the rest of the year.
Wall Street is expecting the company to post adjusted earnings of $0.77 per unit, up 22% year over year. With the U.S. continuing to draw from its strategic petroleum reserve to export oil to international markets, my hunch is that Enterprise Products Partners could beat the consensus analyst earnings estimate.
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A dissenting view To be sure, not every Wall Street analyst is as bullish about Enterprise Products Partners as I am. Morgan Stanley (MS -0.33%) recently downgraded the stock to an "underweight" rating (which translates to a sell recommendation) and cut its 12-month price target from $43 to $40.
Should a lasting, peaceful resolution be reached between the U.S. and Iran, Morgan Stanley's pessimistic view could prove right. Importantly, though, Morgan Stanley's price target still reflects modest upside potential for Enterprise Products Partners despite the sell recommendation.
I think the odds are more in favor of the conflict continuing for months than ending soon. My hunch is that the S&P 500 could flounder in the second half of the year, while Enterprise Products Partners will flourish.
SummaryNebius remains a strong buy, leveraging open-source AI models and a vertically integrated data center strategy to capture surging AI demand.NBIS's Token Factory enables cost-effective managed inference, positioning the company as a formidable open-source competitor to Anthropic and OpenAI.Revenue is projected to grow 537% this year, with adjusted EBITDA margins reaching 45% in Q1, supporting a forward multiple compression from 60x to a ~7x sales steady state.Despite risks from closed-source model advancements, I expect NBIS to deliver ~40% annualized returns through 2030 as it shifts toward higher-margin AI services.Looking for option income ideas that focus on capital preservation? I offer this and much more at my exclusive investing ideas service, Option Income Builder. Learn More » quantic69/iStock via Getty Images
Back at the start of the year, I named Nebius (NBIS) my number one stock for 2026.
In that article - and my three other articles covering NBIS - I've rated shares a 'Strong Buy' every time, arguing that
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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NBIS 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.
Space Exploration Technologies (SPCX -2.68%) took off like one of its Falcon 9 rockets in the immediate days following its initial public offering on June 12, 2026. That IPO was one for the record books, ranking as the largest ever.
Since then, though, SpaceX's sizzle has fizzled. Actually, its performance looks almost identical to past mega-IPOs. And one thing usually happens next, if history repeats itself.
Image source: Getty Images.
A familiar pattern I looked at the 10 largest past IPOs. SpaceX's trajectory has followed the paths of several of them. For example, the space stock jumped roughly 19% on its first day of trading -- almost exactly the historical average for mega-IPOs.
SpaceX's subsequent performance perhaps tracks most closely with another highly anticipated IPO. Facebook, now Meta Platforms (META -1.80%), listed its shares on the Nasdaq stock exchange on May 18, 2012. The social media stock plunged more than 30% over the next few weeks before rebounding somewhat.
That's what we're seeing unfold with SpaceX. Shares of Elon Musk's space technology company fell more than 30% after rising immediately following the IPO. The stock has bounced back a little since bottoming out, though.
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Two potential paths What usually happens with mega-IPO stocks after their initial declines? Historically, there have been two paths.
Facebook/Meta Platforms represents the more attractive of the two paths. Although the stock performed dismally for most of 2012, it eventually roared back. By the end of 2013, Facebook's shares were up more than 40%.
Patient investors who held onto the stock were richly rewarded. An initial investment of $10,000 in Facebook when it first began trading would be worth more than $169,000 today.
Alibaba Group Holding (BABA -1.68%) is an especially disastrous example of the other path for mega-IPO stocks. When Alibaba listed its shares on the New York Stock Exchange on Sept. 19, 2014, it ranked as the largest IPO in U.S. history at the time. Although the Chinese tech stock struggled for a while, it had more than tripled by late 2020.
But then the bottom fell out for Alibaba. Multiple issues derailed the company's growth. The stock is now down more than 60% below its peak. Since its IPO, Alibaba has delivered a positive return of around 27%, less than one-tenth the S&P 500's return during the period.
If SpaceX continues to track with previous mega-IPOs, it's likely to experience significant near-term volatility. The company's staggered post-IPO lock-up release schedule could complicate matters, with the prospects of insider selling over the next few months potentially creating downward pressure on SpaceX's share price.
Eight of the 10 largest U.S. IPOs have underperformed the S&P 500 (^GSPC +0.05%) since the companies went public. SpaceX could become the ninth member of this group, but this fate isn't guaranteed.
The company's Starlink satellite internet services unit has a real opportunity to disrupt the wireless services market dominated by telecom giants such as AT&T (T +5.10%), T-Mobile (TMUS +5.78%), and Verizon Communications (VZ +5.84%)
SpaceX's Starmind initiative, though, could be the game changer that makes it more like Meta than Alibaba. Starmind's goal is to launch up to 1 million satellites that process artificial intelligence (AI) workloads. The results from these AI processes would then be beamed back to Earth stations.
While that might sound like something from a science fiction novel, Musk and the SpaceX team believe they can resolve the technological challenges and make it happen. If so, the competitive advantages Starmind would offer -- including low energy costs from solar power -- could make SpaceX the most powerful player in the AI data center market.
The bottom line is that no one knows for sure which path SpaceX will take over the next few years. The company's destiny won't be dictated by past IPOs, even if its current trajectory looks eerily similar to some of them.
SummaryTesla faces significant program delays in robotaxi and humanoid robots, undermining its first-mover advantage and premium valuation.Q2 '26 results showed a big EPS miss, heavy capex of $5.8B, and negative free cash flow, despite a revenue beat.TSLA continues aggressive spending on unproven products, with capex plans exceeding $25B and no near-term revenue visibility from major robotaxi and robots catalysts.The stock should be avoided, trading at 170x forward EPS with delayed growth drivers and heightened execution risk.Looking for more investing ideas like this one? Get them exclusively at Out Fox The Street. Learn More » julos/iStock via Getty Images
Tesla, Inc. (TSLA) crashed this week as the company confirmed further delays in key programs, further eroding any first-mover advantage potential. The stock is now below levels originally hit back in late 2021, likely contributing to
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The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
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.
Alphabet (GOOG +0.21%) (GOOGL +0.58%) delivered a solid second-quarter earnings report on Wednesday. Cloud revenue was up by 82% year over year, and the Gemini app reached 950 million monthly active users.
Some investors were spooked when Google's parent company raised its capital expenditures guidance, implying that it will spend up to $205 billion this year, which is likely why the stock slipped by more than 6% in Thursday trading. However, that isn't a problem for these three AI companies, which are poised to benefit from higher data center capital expenditures.
Image source: Getty Images.
Cipher Digital Cipher Digital (CIFR -10.34%) builds AI data centers and leases them to hyperscalers like Alphabet. It's a play on the need for electricity to power those massive server clusters, and Cipher Digital can keep its costs lower than neoclouds since it does not provide the chips or software. Tenants must bring those resources themselves.
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It's a convenient model for customers that use custom chips. Alphabet has been prioritizing its custom-made Tensor Processing Units (TPUs) for its products and is even offering them to smaller cloud companies, directly competing with Nvidia. Cipher Digital's co-location model offers more flexibility and lower overhead costs than Iren or Nebius, which have both committed to vast Nvidia chip fleets.
Cipher Digital is on target for a 4.2 gigawatt portfolio capacity by 2030, and it's continuing to sign new hyperscaler tenants. While net operating income remains low since it takes time to turn contracts into recognized revenue, Cipher Digital projects substantial growth in its net operating income next year. It's supposed to rise from $86 million to $646 million based on secured contracts that just need AI capacity.
Revenue will also be quite predictable due to the 15-year leases that Cipher Digital has its tenants sign. Alphabet's commitment to higher capital expenditures suggests Cipher Digital's AI data centers are about to get more demand.
Broadcom Chipmaker Broadcom (AVGO -2.88%) is the leading designer of application-specific integrated circuits (ASICs). It collaborates with many tech giants, including Alphabet, on these custom chips. The TPUs Alphabet wants to sell or lease to cloud companies are designed by Broadcom.
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Alphabet's decision to make its TPUs an even larger part of its business will directly translate into more sales for Broadcom. That extra demand for chips and the ongoing shortages of AI processors will give Broadcom more leverage to charge higher prices and enhance its margins.
Broadcom is already doing quite well. Revenue increased by 48% year over year in its fiscal 2026 second quarter. Its AI semiconductor business accounted for almost half of its total revenue, and that segment grew by 143% year over year.
Since the AI semiconductor segment continues to make up a larger percentage of total revenue, Broadcom is likely to deliver accelerated revenue growth rates in the upcoming quarters. CEO Hock Tan told investors to expect AI-related semiconductor revenue to "grow over 200% year over year to $16.0 billion." That was before Alphabet revealed its higher capex guidance to investors.
Micron Micron's (MU -7.24%) memory chips and components occupy prominent positions in data center, including within the processors that Broadcom designs. Higher demand for TPUs will benefit Micron as well, but the company's memory also goes into general-purpose data center GPUs like the ones that Nvidia produces.
Even though Micron's stock price has more than tripled this year, it should have more room to rally. In its fiscal 2026 third quarter, evenue more than quadrupled year over year, and management's guidance for $50 billion in fiscal 2026 fourth-quarter revenue would be a meaningful sequential jump from its $41.5 billion in fiscal Q3 revenue.
Continued shortages of memory have helped Micron secure high profit margins for its chips. It's also signing multiyear deals with customers to make future revenue more predictable and minimize the hit it will take when supply catches up with demand and the cycle shifts from the boom phase to the bust phase.
As demand for Alphabet's AI-enabled products grows, the company will need more memory chips. Google Cloud, Gemini, Waymo, and even Google's search engine all rely on these chips to function properly. Higher capital expenditures from tech companies broadly often translate into more sales for Micron.
Amazon (AMZN -0.70%) stock has risen 90% over the past three years, but the company's fundamentals improved even faster. Amazon's revenue and profitability have grown significantly, with momentum in increasingly important areas of the economy, such as cloud computing, AI, and chips.
Here are three reasons Amazon stock is a no-brainer buy today.
Image source: The Motley Fool.
1. Attractive valuation relative to growth Despite the stock's recent returns, Amazon's cash from operations more than doubled over the past three years, reaching $149 billion on a trailing-12-month basis. Net income improved at an even higher rate, reaching $91 billion.
Relative to cash from operations and earnings, the stock is trading at its lowest valuation multiple in more than a decade -- 18 times cash flow and 30 times earnings. These are attractive prices to pay, given the momentum in Amazon's most profitable business -- cloud services.
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2. Demand for AWS is exploding Amazon Web Services (AWS) is the world's leading cloud provider and a major driver of Amazon's operating profit. The segment is now running at roughly $150 billion in annualized revenue, and sales grew 28% year over year in the first quarter.
That momentum is being fueled largely by rising enterprise demand for artificial intelligence (AI) infrastructure and services, positioning Amazon as a key beneficiary of companies' AI investments.
For example, companies are using Amazon Bedrock on AWS to build AI applications and agents. Demand has been explosive. In the first quarter, spending on Bedrock nearly tripled from the previous quarter. That demand velocity indicates a lot more demand to come.
3. Amazon's chips are in high demand CEO Andy Jassy said, "We're in the middle of some of the biggest inflections of our lifetime." This is a significant statement, considering Amazon's revenue growth has accelerated. Since the first quarter of 2025, quarterly revenue growth accelerated from 9% year over year to 17% as of Q1 2026. Jassy's statement implies a substantial runway for more growth.
Amazon continues to discover new opportunities. For example, it's now offering its custom-designed chips to leading AI companies, and it's becoming a sizable business in its own right. Amazon said its chips are now generating $20 billion in annualized revenue and growing at triple-digit rates. It should grow substantially larger, with more than $225 billion in revenue commitments, including multiyear agreements with OpenAI and Anthropic.
Amazon is seeing steady growth across multiple businesses, including e-commerce, subscription services (e.g., Prime), and advertising. This is while the stock is trading at its lowest valuation in years and showing clear momentum in supplying crucial AI compute for enterprise.
A recession in the broader economy or a slowdown in the AI cloud market would likely send the stock down. But for a long-term investor, Amazon is a solid stock to buy right now and should be a rewarding investment over the next decade.
