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New York, New York--(Newsfile Corp. - July 12, 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, i1clusive (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.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304899

Source: The Rosen Law Firm PA

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A general view of the Taiwan Semiconductor Manufacturing Company's (TSMC) fabrication plant in Kaohsiung, Taiwan, June 7, 2025. REUTERS/Ann Wang Purchase Licensing Rights, opens new tab

TAIPEI, July 13 (Reuters) - Taiwan Semiconductor Manufacturing Co (TSMC) (2330.TW), opens new tab will add two advanced chip ​packaging plants in the Chiayi Science Park, ‌the island's science and technology minister said on Sunday.

Located in southern Taiwan, the Chiayi Science ​Park is being developed as one ​of TSMC's major advanced chip-packaging hubs.

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TSMC's ⁠first advanced chip packaging plant at the ​Chiayi Science Park has already entered mass ​production and its second plant is expected to begin mass production soon, National Science and Technology ​Council Minister Wu Cheng-wen said at a ​groundbreaking ceremony.

"Today's groundbreaking marks the start of the second ‌phase, ⁠which will include a third and fourth plant," Wu said, adding that the park is expected to generate more than ​300 billion ​Taiwan dollars ($9.35 ⁠billion) in annual production value and create more than 9,000 ​jobs once all four plants are ​up ⁠and running.

TSMC is rapidly expanding its advanced chip-packaging capacity, including its chip-on-wafer-on-substrate technology, as ⁠demand ​from artificial intelligence chip ​designers like Nvidia (NVDA.O), opens new tab continues to outstrip supply.

($1 = 32.0970 Taiwan dollars)

Reporting ​by Wen-Yee Lee; Editing by Thomas Derpinghaus

Our Standards: The Thomson Reuters Trust Principles., opens new tab

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of NIO 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.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Jon Quast, Matt Frankel, and Rachel Warren discuss:

Comcast spins off NBCUniversal.Whether NBCUniversal is an attractive takeover target.Rocket Lab’s $8 billion acquisition.Selling stocks you love to buy stocks you love more.To catch full episodes of all The Motley Fool's free podcasts, check out our podcast center. When you're ready to invest, check out this top 10 list of stocks to buy.

A full transcript is below.

This podcast was recorded on June 29, 2026.

Jon Quast: Breakups, buyouts and selling stocks, all this and more on today's Motley Fool Hidden Gems Investing. Welcome to Motley Fool Hidden Gems Investing. I'm Jon Quast, and I'm joined today by foolish contributors Matt Frankel and Rachel Warren. Today, we're talking about a shake-up in outer space, as well as taking a listener question about selling stocks.

But first, we’ve got to talk about Comcast because it's breaking up. Now, in January, it already spun off its TV channels and some Internet properties, CNBC, golf, Rotten Tomatoes. It spun those off into Versant Media Group, Ticker symbol VSNT, but now Comcast is coming back here for Round 2, announcing it will spin off NBCUniversal, which contains a lot more than just the channel NBC. Now, as I zoom out here, Comcast stock down about 30% over the past year prior to this announcement, and one announcement here, sending the stock up 20% pre-market, up about 10% now. The market is giving it roughly $10-15 billion more in market cap just for announcing this move, and that is an absolutely massive swing. Were investors really punishing this stock so much because it was a conglomerate?

Matt Frankel: Well, yes, the new company will include all the entertainment and broadcasting assets, including the NBC Network, as you mentioned, that's still part of it, Telemundo, the Peacock service. It also includes the Universal Film and TV studios, the Universal theme parks, and the Sky European business. The remaining Comcast will really just be the broadband and wireless services, which is a pretty big business. It has 65 million subscribers. There are a few reasons why investors might be cheering the news. As you correctly said, the stock was down about 30% over the past year, going into this with the so-called conglomerate discount hurting it, but not for the reasons that you might think. NBC Universal could be a lot more valuable as an entertainment content play, especially when it comes to being an acquisition target, and that's really the environment we're in right now. Remember when Warner Brothers Discovery planned to spin off its cable, TV, and studios business announced that, and then it became the trigger for a bidding war between Netflix, Paramount, which eventually got it, and a few others.

Today's surge represents investors pricing in a similar outcome here. It remains to be seen if it actually happens, but this could really be the next big consolidation play for the industry. Amazon and Apple are two examples of companies that could be interested just to name a couple of speculative names off the top of my head, but there are definitely others.

Rachel Warren: The primary driver of any shareholder value moving forward is the creation of two pure play entities that can be valued independently on their own merits. The remaining Comcast could potentially transform into a leaner, more profitable telecom giant focused on broadband infrastructure and wireless connectivity. That's the bullish thesis there. Obviously, without the financial drag of funding expensive streaming content, and then you can see how this new Comcast could redirect free cash flow directly towards share buybacks, dividend hikes, paying down corporate debt. I'll note, this is a tax-free spin-off, so current Comcast shareholders will receive shares of the new NBC Universal company without triggering an immediate tax liability. Comcast, for their part, they're keeping a 19.9% massive stake in the new media company and they intend to monetize that over the first year. Still a notable presence where that's concerned.

Jon Quast: Matt, I want to circle back to you here because it does sound like you're saying that a bigger player might want to acquire NBC Universal once it is spun out, and you mentioned Amazon and Apple specifically. Are you being serious here, or are you just daydreaming?

Matt Frankel: Well, I think that's fair to say. There are a lot of these content providers who are leaning into live content. They would love to expand the intellectual property and their streaming services and so on and so on. Now, there are some companies that would be unable to acquire NBC Universal, most likely, Disney is an example. There's a lot of complementary parts of the business, but they would run into a theme park monopoly problem, I think. They might as well just buy Orlando if that was the case. But for a company like Amazon, it would make a lot of sense. Think of what they would be getting. They'd be getting the rights to things like NBC's Olympic coverage, NFL Sunday night football. They're clearly pushing into live content, and the fact that they already own the MGM Studios, it could be a nice, smart addition to compete with other big streaming providers. Apple has been lagging in the content wars and has the cash to acquire something like this, rather than focusing too much of their attention on building it from scratch.

Jon Quast: Matt's giving us a bull case here, wherein NBC Universal is worth more on the public auction block than it was inside of Comcast. But let’s say that Amazon never does make a bid, and this company here, NBC Universal, just has to stand alone and compete. Does this company actually have what it takes to survive the streaming wars independently, or is it going to shake up the industry in some way, Rachel?

Rachel Warren: I don't see this as a player that shakes up the industry on its own. If you look at it on a standalone operational basis, NBC Universal faces the same brutal headwinds as any traditional media giant, from cord-cutting to the expense of streaming wars. But Wall Street's not really bidding the stock up because they expect NBC Universal to suddenly grow its way out of the media crisis. I think the excitement is the idea that this newly independent NBC Universal could be an incredibly attractive acquisition asset overnight. You think about how by stripping away Comcast's massive broadband infrastructure, the Roberts family has essentially turned an unbuyable telecom giant into a neatly packaged comprehensive acquisition target. I think that’s where the mindset is, cash-rich tech giants or media platforms that want a world-class theatrical engine like Universal Pictures, other iconic IP, global theme parks, and so on. They could bid directly on this media powerhouse without having to run the legacy telecom side. We will see. These are all predictions that we're baking, but I would not be surprised if there are quite a few tech giants or media platforms that are looking at the landscape with a great deal of curiosity and acquisitive interest than there were a few days ago.

Jon Quast: It looks like NBC Universal is either going to need to learn to compete on its own or it may be an attractive takeover target. Either way, we'll be watching, but speaking of attractive takeover targets, we've got a big one to talk about in the space race after the break. You're listening to Motley Fool Hidden Gems Investing.

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Jon Quast: Welcome back to Motley Fool Hidden Gems Investing. Let's move here from the spin-offs to acquisitions. Rocket Lab announcing this morning it's acquiring Iridium for $8 billion. This was a surprising move for me this morning. Iridium is a satellite communications company, not unlike StarLink from SpaceX. I think that investors tend to view Rocket Lab as SpaceX's little brother. The company is prone to doing big acquisitions, but this is a different level of big acquisition. This is not baby brother-level acquisition at $8 billion. Does this move signal something more aggressive to become a true Pepsi to SpaceX's Coke, Rachel?

Rachel Warren: Well, in the modern space economy, a launcher can no longer survive strictly on the low margins of launching rocket ships for third parties. To become a true peer to the likes of SpaceX, a company needs to own and operate the really lucrative satellite networks those rockets carry into orbit. By taking control of Iridium's active low Earth orbit fleet, it's globally coordinated L Band spectrum, very robust base of active subscribers, Rocket Lab could bypass years of capital drag, and this can transform that business from more of a launch utility into an end-to-end global satellite service entity. I think that is probably the vision that management has. It can also give Rocket Lab highly profitable recurring subscription cash flow it needs to fuel that long term growth. This is a very capital-intensive business, and as well to aggressively fund its upcoming medium lift Neutron rocket.

Now, moving forward, maybe there's this idea that Rocket Lab could achieve complete vertical integration by deploying and replenishing Iridium's future constellations using its own launch systems, and that way, they could capture those manufacturing and launch margins internally. SpaceX's Starlink focuses on high-bandwidth direct-to-consumer broadband Internet. Iridium corners the gold standard of safety-critical global voice data and Internet of Things applications. Not necessarily fighting head-to-head for residential Internet users. But I think Rocket Lab is trying to gain a foothold in those industrial maritime and defense infrastructure applications, and this can help it very much establish a resilient counterweight to SpaceX's orbital monopoly.

Jon Quast: Matt, what is Rocket Lab exactly getting here?

Matt Frankel: They're buying a few things here, and Rachel mentioned some of these. They have a network of 66 satellites in operation right now, about 2.5 million subscribers between them. It's a network really importantly that would cost years to build and billions of dollars, and it's really the time commitment that Rocket Lab doesn't need. There's a race to get there when it comes to controlling the space economy and waiting 10 years to build out a satellite network is not attractive thing. They're also getting 9 MHz of spectrum, which is a narrower bandwidth than SpaceX has for Starlink. Starlink is broadband, and this is narrowband. But it is a very important asset, and they're also buying profitability.

Rachel mentioned that Iridium is a profitable business. But that's really important here because Rocket Lab, I think their net loss was about $180 million last year. This gets them $100 million of profitability back, so it creates a better path to profitability. But I don't really see this as Rocket Lab trying to become the next SpaceX. Maybe I have an unpopular opinion on that. Iridium's network, it's more about reliable connectivity as opposed to broadband speeds. Think satellite phones, the safety type things, things that you have to have, say if you're in the middle of nowhere. It's not a market that SpaceX is really targeting. There's some competition here, like the direct to sell connectivity that StarLink and Rocket Lab Iridium are both trying to build out that essentially use the satellites as a fallback for when you don't have self service. But that's not the primary focus of what Iridium does, and I see this as being a different business competing in the global bandwidth spectrum, I guess.

Jon Quast: Well, I can't help but think that maybe Rocket Lab is overpaying here because at an $8 billion price tag, that's about nine times sales for Iridium and Iridium is growing at just a single digit rate. I don't know. It just seems like a high price to pay, Rachel.

Rachel Warren: A 9X top-line multiple is high. I won't argue with you there. It also translates this deal to roughly 16X EBITA multiple based on their $495 million in EBITA. But I will say, Iridium, they have got 57% operational EBITA margins, very predictable recurring cash flows that have been for a long time anchored by resilient government contracts. This does provide Rocket Lab with something of a financial cushion to fund that ongoing development of the Neutron rocket without constantly diluting shareholders, as well as hopefully minimizing some of the capital drag as they're building out their low Earth orbit network. Also note, Rocket Lab secured a $3.6 billion bridge loan commitments from Deutsche Bank and Wells Fargo to back this $54 a share cash and stock deal. That's a little bit of added context for the parameters of this acquisition.

Jon Quast: Well, regardless of the price tag, I think that all of us agree that this is a massive move for Rocket Lab. We'll find out within a year or two whether it was visionary or reckless. But after the break, we're going to dip into the mailbag. You're listening to Motley Fool Hidden Gems Investing.

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Jon Quast: Welcome back to Motley Fool Hidden Gems Investing. One quick note, we want to make you a part of the conversation. If you have a stock or investing question for Matt, Rachel, or myself, anyone on the show, really, you can email us at [email protected], and we'll take that question if it is a good one, if it is short, and if it is Foolish, send those in to [email protected]. We are indeed taking a question from the mailbag here today.

The question reads like this. I've been following foolish investment principles for about eight years. My only regret is that I didn't find Motley Fool sooner. I am fully invested and like all my stocks. Here is the question. How do I pick which investments to sell in order to invest in new Foolish recommended stocks, and when I retire in a few years, how do I pick stocks to sell for income? Not signed D Money. I like that name. I wanted to point out here before I throw this question to Matt and Rachel. I want to point out one of the things I love about The Motley Fool Investment philosophy is that it encourages investing new money regularly into the stock market. I know that that's not always a luxury that listeners have or investors have, but one of the benefits of that, especially in this context where D Money says, I like all my stocks. Sometimes that's the case. Sometimes you're invested in things that you do like and you don't want to sell.

But there are other things you'd like to buy as well. That's the beauty of investing new money regularly, if that's an option. I don't have to make that choice between, do I sell this one or keep this one? I'm just continuing to invest new money for new ideas, but that caveat out of the way with The Motley Fool Investment philosophy, not advice, but just general philosophy that we're giving there. I'm going to throw this to Matt first. Matt, what do you think about this question from D Money?

Matt Frankel: There's two separate parts there, there's how do I free up capital to buy new stocks that I'm interested in, and how do I free up capital when I'm retired? I'm not going to buy other stocks, but I just need the money to live on. Two different questions there. The first one is a difficult question, mainly because the listener has done a lot right. Being fully invested in a portfolio of stocks that you truly believe in is like the ongoing goal of long-term investing. There are a few ways you can think about it. Even though you like all your stocks, ask yourself the question about each one of these. Well, two questions. No. 1, would I buy the stock today at the current price if I didn't already own it? No. 2, do I see myself continuing to build out this position in the future? Those are the two questions I ask to determine my conviction level in all the stocks I own. From there, you can make a list of, say, your 10 highest conviction stocks. Those are off the table to sell, but you can also identify your lower conviction positions, which can become sell candidates, either in full or partially, when you want to act on a particular recommendation. There are certainly other things to consider there, such as the tax consequences if you're selling a stock that you own that has gone up in value a lot.

But as far as selling stocks for income in retirement, here's my general framework, and this is coming from someone who's probably two decades away from retirement, but I'm a certified financial planner, and I've dealt with this with clients before. First, aim to get to retirement with 2-3 years of expenses in either cash or similar assets, like money market funds, high yield savings accounts, short-term treasuries, things to that effect, that eliminates the need to sell any stocks immediately if you don't want to, which that could be worth its weight in gold if you retire and then the market crashes. You don't have to sell your stocks into a bad market. Then you have two buckets from your portfolio. You have your more conservative stocks. These are dividend stocks like your compounders. Berkshire Hathaway is one I would put in this basket. Those make the best choices to gradually tap into for cash when needed. There are stocks that are generally lower volatility. You don't have to really worry about the long-term holding period. Then you can use that other bucket of stocks, which are your long-term growth holdings for that targeted five-plus-year hold, which is really a cornerstone of foolish investing. That's how I think of gradually drawing down your portfolio in retirement, but just my opinion.

Rachel Warren: Well, to our listener, huge congratulations on building a portfolio of businesses that you love. We've talked about this. Ideally, we're buying fresh recommendations for a portfolio with new cash so that we can leave our winners compounding uninterrupted. But this isn't always realistic. Sometimes, where our investing capital is maxed out, or obviously, if you're transitioning into retirement, you have to work with the portfolio you have. I'll talk a little bit about what my mindset has been, someone that is still a bit far off for retire, so to speak, but very much is constantly evaluating my portfolio and looking at ways to grow my winners and to trim those that I don't want to keep in my portfolio anymore.

For me, looking at my biggest winners, if I think that a company has grown so much that say, now it makes up 15-20% of my total portfolio composition. In my view, that really exposes one to massive single stock risk. Sometimes shaving off just a tiny sliver of that outsized position can be a good way to fund new diversified business. That can be a really healthy way to manage your risk without abandoning the company and the position entirely. I think as well, what I'm looking at whether I want to trim a position in my portfolio, I also evaluate the underlying reasons that I bought the stock. Is the management team still executing? Is the competitive moat what it was or has it degraded? If a business has perhaps stalled, if some of those growth tail winds have turned into headwinds, that for me is usually a clear candid to trim, even if I still really like the business, and that can also yield some fresh capital that I can put back into the market and into growing my portfolio.

Jon Quast: I couldn't agree more with that. To know when to sell, you first have to know why you bought and then evaluate off of that. But thank you to Matt and Rachel. That's all the time we have for today.

As always, people on the program may have interest in the stocks they talk about, and The Motley Fool may have formal recommendations for or against, so don't buy or sell stocks based solely on what you hear. All personal finance content follows Motley Fool editorial standards and is not approved by advertisers. Advertisements are sponsored content and provided for informational purposes only. To see our full advertising disclosure, please check out our show notes. Thanks to our producer, Dan Boyd, and the rest of The Motley Fool team. For Matt, Rachel, and myself, thank you so much for listening to our show today, and we'll see you again in the next episode.

New York, New York--(Newsfile Corp. - July 12, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Verra Mobility Corporation (NASDAQ: VRRM) between February 24, 2026 and May 26, 2026, inclusive (the "Class Period"), of the important August 4, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Verra common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 4, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Verra's relationship with Avis Budget Group ("Avis"), and in particular obtaining a contract extension with Avis. Further, Verra minimized concerns that major rent-a-cars could replace Verra with in-house solutions or outsourced alternatives. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Verra class action, go to https://rosenlegal.com/cases/verra-mobility-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304896

Source: The Rosen Law Firm PA

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Duolingo has delivered strong top- and bottom-line growth, with shares up 39.1% since the March upgrade to 'Buy'. User engagement and monetization are accelerating, with DAUs up 21.2% and paid subscribers up 21.4% year over year. AI-driven feature expansion and content automation are driving platform stickiness and operational leverage, supporting long-term growth.

, /PRNewswire/ -- Rosen Law Firm, a global investor rights law firm, continues to investigate potential breaches of fiduciary duties by the directors and officers of Manhattan Associates, Inc. (NASDAQ: MANH).

If you currently own shares of Manhattan Associates stock, please visit the firm's website at https://rosenlegal.com/submit-form/?case_id=35966 for more information. You may also contact Phillip Kim of Rosen Law Firm toll free at 866-767-3653 or via email at [email protected].

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 litigate securities class actions. 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.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

Contact Information:

     Laurence Rosen, Esq.
     Phillip Kim, Esq.
     The Rosen Law Firm, P.A.
     275 Madison Avenue, 40th Floor
     New York, NY 10016
     Tel: (212) 686-1060
     Toll Free: (866) 767-3653
     Fax: (212) 202-3827
     [email protected]
     www.rosenlegal.com

SOURCE THE ROSEN LAW FIRM, P. A.

Discover why Meta Platforms (META +6.16%) remains a cash-generative advertising powerhouse, yet still leans heavily on its vast social network and user data for growth. Watch the video below to see how this concentration shapes Meta's long-term investment profile.

*This video was published on Jul. 2, 2026.

Lou Whiteman has no position in any of the stocks mentioned. Matt Frankel, CFP® has no position in any of the stocks mentioned. Toby Bordelon has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet and Meta Platforms. The Motley Fool has a disclosure policy.

After hitting a 52-week high of $1,255 on June 25, the Micron Technology (MU 1.05%) stock price has since retreated below $1,000. There's a likely mix of factors that have led to that decline and that are keeping the stock price from rebounding, ranging from potential profit-taking to a chip stock sell-off to increased competition from SK Hynix's listing on the Nasdaq.

In the background, however, there was a July 6 announcement from Micron that seemed to get buried.

Image source: The Motley Fool.

Micron locks in Ford On July 6, Micron Technology announced that it had entered into a long-term agreement, which it called a strategic customer agreement (SCA), with Ford to help strengthen the automaker's vehicle production. "Producing the high-volume vehicles of the future in the U.S. will require a resilient supply chain," Ford CEO Jim Farley said in the announcement.

Micron didn't offer specifics about the deal's value. But it did say the SCA was part of a collective 16 it discussed in its 2026 third-quarter earnings call.

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981.25

In that call, Micron shared that it had strategic agreements, ranging from deals with automakers to hyperscalers, spanning three to five years. From those 16 agreements, it has $22 billion in deposits and financial commitments. In total, those agreements are expected to generate over $100 billion in revenue, a figure that may be conservative.

The news alone didn't push Micron back to its 52-week high of $1,255. But working to lock in future revenue over the years ahead can help it shed its cyclical reputation, building a stronger case for Micron as a long-term investment.

Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool recommends Nasdaq. The Motley Fool has a disclosure policy.

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

© Panchenko Vladimir / Shutterstock.com

The VanEck BDC Income ETF (NYSEARCA:BIZD) just delivered a jolt to income investors: its July distribution came in at $0.24 per share, roughly half the $0.48 paid in April. BIZD passes through the dividends of the business development companies it owns, so when the underlying BDCs strain, BIZD’s payout wobbles. With the fund down 14% over the past year and BDCs facing base-rate cuts and spread compression, the question is whether this distribution is a one-off dip or the start of something worse.

How BIZD Actually Pays You BIZD tracks the MVIS US Business Development Companies Index, holding a concentrated basket of publicly traded BDCs that lend to middle-market firms at floating rates over SOFR. When those loans pay interest, the BDCs distribute nearly all of it to shareholders to preserve their tax status, and BIZD passes that income through quarterly. Roughly 90% or more of BDC loan books are floating rate, which is why the Fed’s 75 basis point cut since September 2025, taking the target to 3.75%, hits BIZD’s income at the source.

The Four Holdings That Decide BIZD’s Fate Ares Capital (NASDAQ:ARCC | ARCC Price Prediction), the largest BDC by market cap at $13.48 billion, held its quarterly dividend at $0.48 for the eighth straight quarter. Q1 core EPS of $0.47 fell a penny short, but net investment income of $0.55 per share gives real cushion. Non-accruals ticked up to 2.1% from 1.8%, worth watching, but a $1.8 billion investment backlog and $6 billion in liquidity support the payout.

Blue Owl Capital (NYSE:OBDC) already made the cut official. On May 5, 2026, the board dropped the base dividend from $0.37 to $0.31, a 16% reduction in annualized payout. CEO Craig Packer cited “a more challenging earnings environment driven by lower base rates and tighter spreads.” Adjusted EPS of $0.31 now exactly matches the new dividend, meaning zero buffer. Shares are down 15% over the past year.

Blackstone Secured Lending (NYSE:BXSL) looks like the next domino. NII of $0.77 covered the $0.77 dividend at exactly 100%, down from 104% in Q4. New investments are being originated at 7.7% while assets rolling off yielded 9.1%, which mechanically compresses future income. Non-accruals jumped to 3.1% of fair value from 0.6% a quarter earlier. CEO Brad Marshall’s own words: “non-accruals increased during the quarter from historically low levels.” Another miss, and BXSL follows OBDC.

Main Street Capital (NYSE:MAIN) is the fund’s insurance policy. Distributable NII of $1.00 per share comfortably covers the $0.26 monthly regular plus a $0.30 quarterly supplemental, now paid for 19 consecutive quarters. NAV per share rose to about $33. MAIN’s lower-middle-market focus and equity co-investments generate returns other BDCs can’t match. Retail readers who like this profile may also want our 7 Monthly Dividend Stocks report.

Total Return Reality Check BIZD’s trailing 12-month distributions of $1.52 look generous against a roughly $13 share price, but the fund is down 6% year-to-date on top of last year’s decline. The forward annualized rate has reset to $0.96, so shoppers pricing this off the trailing yield are anchored to a payout that has already stepped down.

The Verdict BIZD’s distribution is at risk of further reduction. OBDC is done cutting for now, but BXSL is running on fumes at 100% coverage with rising non-accruals, and ARCC’s cushion is thinner than a year ago. MAIN is the anchor doing the heavy lifting. For investors who need a predictable check, MAIN offers more coverage than the blended pass-through. BIZD still makes sense for someone who wants diversified BDC exposure and can tolerate a variable payout that reflects whatever the underlying managers can actually earn each quarter.

Contact [email protected] for any questions or corrections.

Shares of Monday.com (MNDY 1.44%) fell a whopping 50.9% in 2026, according to data from S&P Global Market Intelligence. The software provider for business workflows has been deemed a massive loser due to the artificial intelligence (AI) revolution, which has brought down much of the software sector.

Despite this narrative, the company continues to deliver double-digit revenue growth. Does that make the stock a buy-the-dip candidate down 81% from highs?

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A narrative of AI disruption Software providers like Monday.com are taking a beating because of the rising threat of AI coding agents. The company offers software that helps managers divide tasks for work projects, usable by large and small teams alike. It is meant to help organize work in the digital age, and is especially beneficial for remote worker teams.

Investors' idea is that companies can use new AI coding tools like Claude Code to spin up their own copies of Monday.com for their businesses. This will lead to customer attrition and the eventual decline of Monday.com's business model.

It is this narrative entirely that has dragged down Monday.com stock, because the numbers it is putting up show no signs of disruption right now. Revenue grew by 24% year-over-year in the first quarter of 2026, with enterprise customers contributing more than $500,000 in annual recurring revenue (ARR), growing even faster, up 74% year-over-year. Profitability is also improving, with operating earnings doubling to around $20 million in the period.

Image source: Getty Images.

Time to buy the dip? After this drawdown, Monday.com now trades at a price-to-sales ratio (P/S) of just 3.3. For a company with strong gross margins of 89%, this could potentially prove a very cheap sales multiple if Monday.com can keep delivering revenue growth and bottom-line margin expansion at greater scale.

The big question is whether AI is actually disrupting the business. If it were, the numbers would point to enterprises churning away from Monday.com, when in fact the opposite is happening: enterprises are its fastest-growing segment. While AI software is a fast-moving field, it will likely not destroy Monday.com's business overnight, if it ever does.

These AI fears are placing a huge discount on enterprise software stocks compared to their historical averages. If you believe that Monday.com will skate through fine to the other side, shares look cheap enough to finally buy the dip for the rest of 2026 and beyond.

NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of purchasers of securities of Hub Group, Inc. (NASDAQ: HUBG) between April 28, 2023 and May 11, 2026, inclusive (the “Class Period”), of the important August 28, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Hub Group 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 Hub Group class action, go to https://rosenlegal.com/cases/hub-group-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 28, 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 false and/or misleading statements and/or failed to disclose that 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, inter alia, Hub Group’s operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth. In addition, 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, inter alia, 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. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Hub Group class action, go to https://rosenlegal.com/cases/hub-group-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.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

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Contact Information:

Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
 275 Madison Avenue, 40th Floor
 New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com

New York, New York--(Newsfile Corp. - July 12, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ChampionX Corporation (NASDAQ: CHX) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ChampionX securities between February 29, 2024 and April 1, 2024, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CHX.

ChampionX Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

while repurchasing millions of dollars' worth of ChampionX Corporation ("ChampionX" or the "Company") common stock, Defendants were in possession of material nonpublic information regarding offers made by Schlumberger Limited ("SLB") to acquire ChampionX at a premium to prevailing market prices; Defendants failed to either abstain from trading or disclose SLB's offer(s), which, if disclosed, would have signaled to investors that ChampionX's stock was worth significantly more than its trading price; Defendants further failed to disclose subsequent offers and negotiations involving ChampionX and SLB; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for ChampionX Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CHX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in ChampionX you have until July 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to ChampionX Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for ChampionX Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297987

Source: Bronstein, Gewirtz & Grossman, LLC

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San Diego, California--(Newsfile Corp. - July 12, 2026) - Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Commvault Systems, Inc. (NASDAQ: CVLT) securities between April 29, 2025 and January 26, 2026, both dates inclusive (the "Class Period"), have until Friday, July 17, 2026 to seek appointment as lead plaintiff of the Commvault class action lawsuit. Captioned Imbert v. Commvault Systems, Inc., No. 26-cv-05654 (D.N.J.), the Commvault class action lawsuit charges Commvault and certain of Commvault's current and former executive officers with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Commvault class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-commvault-systems-inc-class-action-lawsuit-cvlt.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Commvault provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity systems.

The Commvault class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that Commvault's annualized recurring revenue ("ARR") growth would remain steady throughout fiscal year 2026; (ii) Commvault knew or recklessly disregarded the impact that different types of sales would have on its ARR growth; and (iii) the variation in net ARR growth is strongly based on the type of sale Commvault is making, thus, Commvault's projected net new ARR should not have been determined without properly factoring in sale type.

The Commvault class action lawsuit further alleges that on January 27, 2026, Commvault released its third quarter 2026 financial results, revealing net new ARR of $39 million, below Commvault's previously guided $45 million. On this news, the price of Commvault stock fell more than 31%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Commvault securities during the Class Period to seek appointment as lead plaintiff in the Commvault class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Commvault class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Commvault class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Commvault class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors — $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever — $7.2 billion — in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

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Contact:
Robbins Geller Rudman & Dowd LLP
Ken Dolitsky
Michael Albert
655 W. Broadway, Suite 1900, San Diego, CA 92101
800/851--7783
[email protected]

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304816

Source: Robbins Geller Rudman & Dowd LLP

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New York, New York--(Newsfile Corp. - July 12, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/VRRM.

Verra Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

Defendants misrepresented the nature and stability of Verra's relationship with Avis Budget Group ("Avis"), including the likelihood of securing a contract extension; Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra's services with in-house solutions or alternative third-party providers; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Verra Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/VRRM, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Verra Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300547

Source: Bronstein, Gewirtz & Grossman, LLC

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

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Manuel Alba, a Director at Astera Labs, Inc. (ALAB 1.07%), executed a sale of 8,491 shares of common stock on July 1, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$3.9 millionShares sold (indirectly held)8,491Post-transaction shares (directly held)2,351Post-transaction shares (indirectly held)291,863Transaction value based on SEC Form 4 weighted average sale price ($458.38); post-transaction value based on July 1, 2026 market close ($430.86).

Key questionsWhat was the mechanism for this transaction?
The sale was executed automatically under a Rule 10b5-1 trading plan that Manuel Alba adopted on May 29, 2025, which allows insiders to schedule trades in advance to avoid concerns regarding material non-public information.How are the remaining shares held?
The vast majority of the reported equity is held indirectly, with 286,863 shares owned by Casa Alameda 2007, LLC, where the Director serves as manager, and 5,000 shares held by a spouse.What is the recent performance context for the company?
As of July 2, 2026, shares were priced at $406.42, following a period of appreciation where the stock delivered a 386% total return in the year leading up to the transaction date.What is the company's current financial profile?
Headquartered in Santa Clara, the company operates in the semiconductor industry with a market capitalization of $70 billion and reported trailing twelve-month revenue of $1.0 billion as of July 7, 2026.Company OverviewMetricValueShare Price (as of market close 2026-07-02)$406.42Market Capitalization$69.7 billionRevenue (TTM)$1.0 billionNet Income (TTM)$267.6 millionCompany SnapshotAstera Labs develops and markets semiconductor-based connectivity solutions through its Intelligent Connectivity Platform, which comprises data, network, and memory connectivity products designed to serve cloud computing and artificial intelligence infrastructure markets.The company generates revenue through a software-defined architecture approach that enables customers to deploy and operate high-performance cloud and AI systems at scale, leveraging proprietary semiconductor technology and integrated software solutions.The company primarily serves hyperscale cloud service providers and enterprise customers requiring advanced connectivity infrastructure for AI and cloud computing applications.Astera Labs is a semiconductor connectivity specialist founded in 2017 that has achieved significant scale with $1.0 billion in TTM revenue and a market capitalization of $69.7 billion. The company's Intelligent Connectivity Platform addresses critical infrastructure bottlenecks in cloud and AI deployments, positioning it at the intersection of two of the highest-growth technology markets. With a lean operational footprint of 440 employees and TTM net income of $267.6 million, Astera Labs demonstrates strong operational leverage and profitability in a capital-intensive industry.

What this transaction means for investorsThis sale ultimately seems like a director trimming a rounding error off a very large win, and the proportions make that clear. Alba let go of 8,491 shares under a plan he set more than a year ago, but he still controls roughly 292,000 shares, almost all of it held through an LLC he manages. Given that the director parted with under 3% of his position on a preset schedule, selling at $458 after this kind of run is nothing to read too deeply into.

That’s also partly because the business is firing on every cylinder. Astera's first-quarter revenue hit a record $308.4 million, up 93% from a year earlier, with PCIe 6 products now more than a third of the mix and non-GAAP operating margin near 36%. CEO Jitendra Mohan tied the growth to demand for the company's connectivity platform and its new Scorpio switches ramping into the second half. Of course, it’s important to watch valuation after this kind of run-up. At a $70 billion market cap after a year in which shares have basically quadrupled, this stock is priced for years of what investors might expect to be flawless execution, so any dwindling expectations could lead to a strong reset in the stock’s price.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Astera Labs. The Motley Fool has a disclosure policy.

By PYMNTS  |  July 12, 2026

 | 

Meta has shuttered an artificial intelligence image creation feature after just three days, following public backlash.

The tech giant last Tuesday (July 7)  introduced a tool that let users generate images using public Instagram accounts. By Friday (July 10), the feature was pulled, after Meta received widespread privacy-related criticism.

“Our intent was to provide a useful creative tool and to give people control over whether their public content could be referenced in this way,” Meta said in a statement shared by Reuters. “We’ve heard the feedback that this feature missed the mark, so it’s no longer available.”

According to Reuters, the feature had faced backlash related to privacy concerns. It had allowed anyone to generate an image of another person by public Instagram username in a prompt. Public accounts had been included by default unless users navigate to a setting to opt out.

As covered here last week, Meta’s own policy states that users “will not be notified about content created using AI features at Meta.”  The opt-out also did not apply retroactively, meaning that images generated before a user turns off the setting remain in the system.

“That distinction matters because most users will not find the setting, and some who look for it on launch day could not locate it at all,” PYMNTS wrote.

“Public photos posted for an audience of followers become reusable inputs for AI generation by strangers, advertisers and Meta’s own ad system without any action required from the account holder. The feature is free to use. The identity data powering it belongs to the people who posted it. Whether they agreed to that use is now a question for regulators in multiple jurisdictions.”

According to the Reuters report, SAG-AFTRA, the union representing actors and other media professionals, urged its members and other Instagram users to opt out of the feature.

“Anything other than a clear and conspicuous opt-in for these types of uses of Instagram users’ images is unacceptable, and an utter miscalculation of public sentiment regarding the obvious dangers and harms inherent in such use,” SAG-AFTRA said.

In the wake of Meta’s decision to remove the feature, a spokesperson for the union welcomed the move, calling it “the responsible thing to do.”

As PYMNTS noted last week, this is happening as Meta faces enormous pressure to show that its AI investments are generating revenue. The company in April forecast AI capital expenditures of $115 billion to $135 billion for 2026, almost double last year’s amount.

PayPal has seen solid revenue growth, but weak margins have weighed on the stock. PayPal could be able to buy back all its shares with free cash flow over the next several years.

If you asked me at the start of the year how I would rank Advanced Micro Devices (AMD +2.13%), Broadcom (AVGO 0.31%), and Nvidia (NVDA +3.90%) in terms of potential stock performance, I would have put Nvidia at the top, Broadcom in the middle, and AMD in last place. So far in 2026, my projection that Broadcom would be in the middle has panned out, but AMD has been a massive winner while Nvidia has been a loser.

There's still a lot of time left in 2026, but which one of these three artificial intelligence (AI)-related stocks is the best buy now?

Let's take a look at this trio and rerank them for the rest of 2026 and into 2027.

Image source: Getty Images.

AMD and Nvidia are competing in the same field All three of these stocks are being heavily spurred on by massive AI spending. AMD and Nvidia approach this problem from the same perspective, as each offers graphics processing units (GPUs) that excel in computing scenarios with variable, complex workloads. However, Nvidia's products have downright dominated the field to date, and it holds a commanding lead in the data center space.

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Broadcom is taking a completely different approach. Instead of a broad-purpose computing unit like a GPU, it has partnered directly with a handful of AI hyperscalers to design a custom AI chip tailored to the workloads each firm sees. This creates a chip that often offers better cost-performance than GPU-based computing, driving its rising popularity.

Broadcom expects major growth next year as new clients launch their custom AI chips. Currently, Broadcom's major customer is Alphabet, with its Tensor Processing Units (TPUs). However, Broadcom is also making custom AI chips for Meta Platforms, Anthropic, and OpenAI, and production for those chips is scheduled to ramp up late this year and into next.

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So, which of these is the best horse to back from a business approach? I'm still bearish on AMD, as it has a major uphill battle to win space in data centers when so many ecosystems have already been developed around Nvidia's. Between Nvidia and Broadcom, it's tough because many companies will stick with GPU-based training for its flexibility. Still, custom AI chips will likely become quite popular over the next few years as AI hyperscalers look to optimize their spending. As a result, I'm giving this one to Nvidia and Broadcom as a tie.

Winners: Nvidia and Broadcom

Nvidia is still dominating the growth game From a growth standpoint, Nvidia still stands alone at the top, growing far faster than the other two.

Data by YCharts.

Looking ahead, the market still expects Nvidia to maintain its lead for the full fiscal year, though Broadcom is starting to close the gap.

Data by YCharts.

AMD is still well behind Nvidia, and while I think Broadcom is still a strong pick, Nvidia will likely retain its rapid-growth title for some time.

Winner: Nvidia

AMD's stock is outrageously expensive Lastly, let's look at valuation. Because all three of these stocks are rapidly growing, the best way to value them is by using earnings projections. For the current fiscal year, AMD's stock is far more expensive than either Broadcom's or Nvidia's. Furthermore, Broadcom is also more than 50% more expensive than Nvidia's.

Data by YCharts.

If we use next fiscal year's projections, the trend remains the same: Nvidia's stock looks dirt cheap compared to the other two.

Data by YCharts.

Clearly, Nvidia is the winner here as well.

Winner: Nvidia

Investors should sell AMD shares for Nvidia shares I think the biggest takeaway here is that AMD's 2026 rally has likely gotten ahead of itself, and investors are discounting Nvidia far too much, as its display is being far more successful than AMD's. Broadcom is still a solid stock pick with strong growth head, but it just isn't as good a deal as Nvidia right now.

Patrizio Vinciarelli, the chairman & CEO of Vicor Corporation (VICR 1.94%), sold 700 shares of common stock at $302.40 per share for a total value of $211,680 on July 6, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueTransaction value$211,680Shares sold (direct)700.0Post-transaction shares (total)8,514,515Post-transaction shares (directly held)8,347,390Post-transaction shares (indirectly held)167,125Key questionsWhat was the underlying mechanism for this transaction?
The sale was executed automatically pursuant to a Rule 10b5-1 trading plan adopted by Vinciarelli on February 26, 2026, which allows insiders to set a predetermined schedule for stock sales to avoid concerns regarding material non-public information.How do the insider's total equity holdings break down post-transaction?
Vinciarelli retains direct ownership of 8,347,390 shares and indirect ownership of 167,125 shares held as Trustee for the Patrizio Vinciarelli Irrevocable Trust U/A Dated 12/21/2012, which was established for the benefit of his child.In what market context did this disposal occur?
The shares were sold at $302.40 per share, while the equity maintained a one-year return of close to 500% as of the July 6, 2026 transaction date.What is the company's current financial profile?
Vicor Corporation reported trailing twelve-month revenue of $471.7 million and net income of $136.7 million, operating as a designer and manufacturer of modular power components with a market capitalization of $11.3 billion as of the July 6, 2026 market close.Company OverviewMetricValueShare Price (as of market close 2026-07-06)$285.34Market Capitalization$11.3 billionRevenue (TTM)$471.7 millionNet Income (TTM)$136.7 millionCompany SnapshotVicor Corporation designs, manufactures, and distributes modular power components and systems, including brick-format DC-DC converters and complementary power management solutions that efficiently convert electrical power for diverse industrial and commercial applications.The company generates revenue through the sale of specialized power conversion and management products to original equipment manufacturers and system integrators across multiple end markets, leveraging its proprietary technology and manufacturing capabilities.Vicor serves a global customer base spanning the United States, Europe, Asia Pacific, and other international markets, targeting industries requiring high-performance power conversion solutions for mission-critical applications.Vicor Corporation is a leading provider of modular power conversion solutions with a market capitalization of $11.3 billion and TTM revenues of $471.7 million. The company maintains a strong operational footprint with 1,074 employees and demonstrates robust profitability, generating $136.7 million in net income over the trailing twelve months. Vicor's competitive positioning is anchored in its specialized expertise in power component design and manufacturing, enabling it to serve demanding applications where efficiency and reliability are paramount.

What this transaction means for investorsVinciarelli parted with 700 shares while still holding more than 8.3 million directly, so he sold roughly eight-thousandths of a percent of his stake under a plan he set in February. When someone sitting on a multibillion-dollar position lets a sliver go on a preset schedule, it’s not worth finding a signal to read into it. Yes, he's been selling out more aggressively since November (when he reported close to 10 million shares), but again, he still owns a very large stake.

Meanwhile, Vicor has had strong demand behind its recent stock run. The company’s first-quarter revenue rose 20% to $113 million as its power modules found their way into AI accelerators, and the real eye-opener was a one-year backlog that jumped 70% in a single quarter to $301 million, with bookings running above two times billings. Vinciarelli attributed the growth to rising demand across high-performance compute, automatic test equipment, and industrial, aerospace, and defense applications, and management guided to roughly $570 million in revenue for 2026 and is planning a second fab to break capacity constraints.

For long-term investors, the insider sale is noise. The signal is whether Vicor can build fast enough to convert that backlog, and whether its high-margin licensing business, currently on hold pending 2027 litigation, per the latest earnings call, becomes the real prize.

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About the Author

Jonathan Ponciano is a contributing stock market analyst at The Motley Fool. He has nearly a decade of experience as a financial journalist, most recently as an editor and senior reporter at Forbes focused on markets, technology, and entrepreneurship. Jonathan has also written for Investopedia and the Los Angeles Business Journal. He holds a dual B.A. in Business Journalism and Economics from the University of North Carolina at Chapel Hill and an M.B.A. from Columbia Business School. A North Carolina native now based in New York City, Jonathan has also lived in Mexico City and Los Angeles.

NEW YORK, July 12, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Peabody Energy Corporation (NYSE: BTU) between October 14, 2024 to May 4, 2026, inclusive (the “Class Period”), of the important August 24, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Peabody Energy common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/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, 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 Peabody Energy’s Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine’s expected first quarter 2026 output ahead of Peabody Energy’s full earnings release. In pertinent part, defendants announced that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to mining commissioning challenges (compared to previous estimates of around 700,000 tons). When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Peabody Energy class action, go to https://rosenlegal.com/cases/peabody-energy-corporation/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.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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Contact Information:

        Laurence Rosen, Esq.
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        The Rosen Law Firm, P.A.
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Brian E. Harding, Chief Accounting Officer of Ultra Clean Holdings, Inc. (UCTT +0.07%), sold 3,837 shares of common stock at $128.75 per share on July 2, 2026, according to an SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)3,837Transaction value~$494,000Post-transaction shares (directly held)33,581Post-transaction value$3.58 millionKey questionsWhat was the structural nature of this disposition?
The sale was systematic rather than discretionary, occurring via a Rule 10b5-1 plan adopted four months prior to execution to manage the insider's equity position.How does this impact the insider's total equity position?
Following the disposal, Harding maintains direct ownership of 33,581 shares.What is the financial context of the company at the time of the transaction?
Ultra Clean Holdings reported trailing twelve-month revenue of $2.1 billion and a net loss of $194.1 million, as the stock was priced at $105.53 as of the July 6, 2026 market close.What was the price context relative to the broader market close?
While shares were sold at a weighted average of $128.75, the stock closed at $106.48 on the transaction date, illustrating execution within the day's higher price bands.Company OverviewMetricValueShare Price (as of market close 2026-07-06)$105.53Market Capitalization$4.1 billionRevenue (TTM)$2.1 billionNet Income (TTM)-$194.1 millionCompany SnapshotUltra Clean Holdings provides essential subsystems, precision components, ultra-high purity cleaning services, and analytical verification solutions to the global semiconductor industry, with a comprehensive product portfolio including ultra-clean valves, high-purity connectors, pneumatic actuators, manifolds, and safety solutions.The company generates revenue through the design, manufacturing, and distribution of specialized semiconductor equipment and components, as well as through provision of critical cleaning and analytical services that support semiconductor fabrication and advanced manufacturing processes.Ultra Clean Holdings primarily serves semiconductor manufacturers and equipment suppliers globally, with a strong presence across the United States and international markets, positioning itself as a critical supplier to the semiconductor supply chain.Ultra Clean Holdings operates as a specialized supplier to the semiconductor industry with approximately 6,773 employees and a market capitalization of $4.1 billion. The company has demonstrated significant market momentum, with a one-year share price appreciation of 326.43%, reflecting strong investor confidence in its strategic positioning within the semiconductor equipment and services sector. Despite near-term profitability challenges reflected in a TTM net loss of $194.1 million, the company's substantial revenue base of $2.1 billion underscores its established market presence and critical role in supporting semiconductor manufacturing operations.

What this transaction means for investorsThe timing of this sale seems like some very well-timed housekeeping. Of course, as noted, Harding set the plan four months back, but he sold at $128.75 just as the stock began a steep slide, and within days shares had tumbled to the low $90s. Still, at roughly $494,000, this is still a small sale that leaves him with 33,581 shares worth around $3.5 million at recent prices, so this is a trim, not a retreat. Plus, he’s been selling consistently every month at around the same time. Worth noting is that other insiders, including the CFO, have also sold shares in recent weeks.

Meanwhile, the business is mid-turnaround. First-quarter revenue reached $533.7 million, and the company posted a non-GAAP profit of $0.31 a share even while absorbing a GAAP loss, with management leaning on its Vision 2030 targets and an AI-driven equipment cycle. For long-term investors, watch whether the AI spending wave holds, and whether insider selling stays a trickle or turns into a trend.

Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.

Space Exploration Technologies (SPCX 4.51%) has become one of the market's most closely watched stocks after its rapid entry into the Nasdaq-100 index on July 7. Shares are trading close to $149 (as of July 10), still above its $135 IPO price, but nearly 34% below its post-IPO high of $225.60.

This share price pullback has not ended investor interest in SpaceX, but it has changed the debate. Investors are now weighing the company's artificial intelligence (AI) compute opportunity, Starlink satellite internet network's room to expand in satellite communications, and progress on the next-generation reusable rocket system, Starship, as they assess where the stock could trade by the end of 2026.

Image source: Getty Images.

SpaceX has growth drivers for its revenue SpaceX is already demonstrating impressive financial momentum. Revenue rose 33% year over year to $18.7 billion in 2025. But the company still reported a net loss of $4.9 billion after merging with money-losing xAI.

Starlink remains the key growth engine, supported by roughly 10.3 million users and 9,600 satellites. But AI infrastructure is also becoming the next major catalyst. Alphabet has agreed to pay SpaceX $920 million per month from October 2026 through June 2029 for access to about 110,000 Nvidia GPUs and related computing resources. Anthropic has also signed a major compute-access deal with SpaceX, securing use of SpaceX's Colossus 1 data center. Reuters reported that SpaceX's two deals are worth about $26 billion annually if fully realized.

Although not all the AI revenue from these deals is expected to materialize in 2026, it still gives investors a reason to value SpaceX based on future revenue potential rather than solely on 2025 sales.

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SpaceX's valuation will fall, but remain expensive At the end of 2026, investors will likely be looking toward SpaceX's expected 2027 revenue, since the stock's valuation depends on how quickly Starlink, AI compute, and Starship can expand the company's sales base.

SpaceX's market capitalization is close to $2 trillion. Analysts' 2026 revenue estimates range from $34.3 billion on the low end to $43.2 billion on the high end, with a base case estimate of about $38.9 billion. Hence, SpaceX is already trading at roughly 51.4 times base case 2026 sales. By the end of 2026, that multiple will most likely compress, as post-IPO excitement usually cools and investors demand evidence of execution. But it also does not need to collapse if SpaceX continues to show progress in Starlink, AI infrastructure, and Starship.

A reasonable base-case assumption is that SpaceX's sales multiple compresses by about 20% to 25% from today's 51.4x 2026 sales multiple. That gives a forward price-to-sales (P/S) multiple range of roughly 38.5 to 41 times expected 2027 sales.

Analysts expect SpaceX's 2027 revenue to range from $54.8 billion to $85 billion, with an average estimate of $72.4 billion. Applying a forward sales multiple of 38.5 to 41 times to the 2027 base case revenue estimate yields an implied market capitalization of about $2.79 trillion to $2.97 trillion. Using roughly 13.1 billion shares outstanding, that points to a share price in the range of $213 to $227 at the end of 2026.

Hence, $220 is a reasonable base case estimate. It assumes that while SpaceX's valuation multiple compresses, revenue growth offsets the pressure enough to lift the share price.

Amazon (AMZN 0.69%) is reported to have made a shocking decision in recent days. According to CNBC, it is issuing $25 billion in debt to fund its data center build-out. While it doesn't plan to issue any more debt beyond that in 2026, it's a big deal because Amazon's long-term debt has been soaring in the past few years.

Building data centers isn't cheap, and the cash has to come from somewhere, but is this the right move, or should it scare investors?

Image source: Getty Images.

The payoff could be immense In recent years, Amazon's debt load has skyrocketed from the company's historical levels.

AMZN Total Long Term Debt (Quarterly), data by YCharts.

The latest $25 billion sale of debt adds to this total, but Amazon has the cash flow to fund the repayment. The reality is that it's vital for the company to grab as much cloud infrastructure market share as possible in these early days of the AI build-out; it will be more difficult to win clients away from other cloud providers once everyone has their preferred vendor.

The company is currently leading the way among AI hyperscalers in data center construction plans, and it expects to lay out around $200 billion in capital expenditures this year. Over the past 12 months, Amazon generated just shy of $150 billion in cash from operations, so the gap between funds coming in and cash flowing out had to be closed somehow.

AMZN Cash from Operations (TTM), data by YCharts; TTM = trailing 12 months.

As a result, investors should not feel too blindsided by this debt issuance. But is it worth it?

CEO Andy Jassy said in his shareholder letter that the nature of a cloud computing business requires increased capital input when it's growing rapidly. Data centers aren't cheap to bring online, but they do have great payoffs over long time frames. Jassy also mentioned that a significant amount of the new computing capacity that $200 billion will buy is already under contract to customers, so it isn't just taking a leap of faith when building these data centers.

Once the construction is over and the company is benefiting from a much larger cloud computing footprint, its gains in revenue and cash flow will be immense, and should dwarf any concerns about its rising debt load. Current market conditions and demands dictate that management build more data centers, and that's exactly what it's doing.

With Amazon Web Services being a major part of the cloud computing landscape and an important part of the company's overall business, now is a perfect time to buy the stock, as Amazon's growth over the next few years could be immense.

Many early Nvidia (NVDA +3.90%) investors have become millionaires. While new investors definitely wish they had bought shares earlier, the stock is still trending higher. It's up by 25% over the past year.

While this stock isn't going to double or triple in a single year again, it's still outpacing most growth stocks. Combine that with fundamental business growth that is outpacing those stock gains, and it's still possible for Nvidia to turn new investors into millionaires.

Image source: Getty Images.

AI chip demand is still surging Nvidia became a household name because of its AI chips, and sales of those semiconductors have not shown any signs of slowing down. High demand from tech giants has helped Nvidia command high profit margins and deliver record revenues.

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The company's fiscal 2027 first-quarter results encapsulate the ongoing demand picture. Revenue rose by 85% year over year to $81.6 billion. Guidance for its fiscal 2027 second-quarter is for $91 billion in revenue, which would be more than 10% sequential growth.

Net income more than doubled in the period as well, resulting in a net profit margin above 70%. It's difficult for any company to deliver those types of numbers; Nvidia shareholders have gotten used to them.

The rising use of agentic AI and physical AI will only boost the demand for Nvidia's GPUs. The chipmaker even hired an orbital data center system architect, showing that it's priming itself to supply chips to companies that have ambitions to deploy cloud servers on orbiting satellites. Between its strong positioning for the present moment and its investments to capture future opportunities, Nvidia is set up to provide solid returns to long-term investors, even those who have only recently started to accumulate shares.

Nvidia's valuation is cheap Valuation can make or break a stock thesis. A low P/E ratio can make a decent company look like a compelling buy, while mounting losses and a high price-to-sales ratio can make a promising company a bad investment.

Nvidia has growth rates and a long-term trajectory that any company would love to have. However, it also trades at a surprisingly low P/E ratio of 30. For the sake of comparison, Walmart (WMT +1.48%) has a 39 P/E ratio, and it's not reporting growth rates or profits anywhere close to Nvidia's.

Even better, its fundamental growth has been outpacing its stock price gains. Nvidia's 85% year-over-year revenue growth in its fiscal 2027 first quarter was a mismatch to the 25% in stock gains over the past year. The gap between its net income growth and the stock price growth is even larger.

Some investors are looking to put money into smaller AI companies that they hope will deliver the types of compound growth that Nvidia has over the past decade. However, Nvidia is still in a good position to reward new investors and turn some of them into millionaires.