Track market-moving stories before they get noisy

Nvidia (NVDA +3.90%) and Broadcom (AVGO 0.31%) have been the two biggest ways to bet on the artificial intelligence (AI) chip boom, and both have made long-term shareholders a great deal of money. But which one turned a $1,000 investment into more?

It depends entirely on when you would have put the money in.

Go back five years, and Nvidia wins. As of this writing, $1,000 invested in Nvidia in mid-2021 would be worth about $10,100 today, with dividends reinvested. The same $1,000 in Broadcom would be worth about $9,100. Both are extraordinary outcomes, roughly 9 to 10 times your money.

Shorten the window to three years, though, and the two are essentially tied at about $4,800 each.

Over the past 12 months, by contrast, Broadcom is the clear winner, turning $1,000 into roughly $1,440 versus about $1,280 for Nvidia. Nvidia's stock cooled in 2026 even as its business kept booming, while Broadcom surged.

With all of this said, the more useful question for anyone with money to invest today is which of these two looks better positioned from here.

Image source: The Motley Fool.

Nvidia: still the center of the boom Nvidia is still the center of the AI build-out. In its most recent fiscal quarter (ended in late April), revenue hit a record $81.6 billion, up 85% year over year and 20% from the prior quarter. Data center revenue of $75.2 billion climbed 92%.

For a company already generating this much, that pace of growth is remarkable. Nvidia's graphics processing units (GPUs) remain the default hardware for training and running the largest AI models, and demand still outstrips the company's supply.

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In years past, the knock on Nvidia was often valuation. However, that argument has quietly weakened. After lagging in 2026 even as earnings climbed, Nvidia now trades at about 20 times forward earnings.

That's cheaper than the broader market and, worth noting, cheaper than Broadcom. For a company growing this fast, that's arguably an unusually reasonable price.

The risks are familiar. The semiconductor cycle can turn, big customers are designing their own chips to lean less on Nvidia, and any slowdown in data center spending could hit the stock hard. But when you look at growth and price together, Nvidia's setup looks more attractive to me than it has in a while.

Broadcom: the diversified challenger Broadcom's AI business is smaller than Nvidia's, but it's growing even faster off a lower base. Its AI chip revenue jumped 143% year over year last quarter to $10.8 billion, and management sees roughly $16 billion this quarter.

Rather than sell off-the-shelf GPUs, Broadcom designs custom AI accelerators and networking chips for a handful of the largest cloud companies -- a different, more concentrated way to profit from the same build-out.

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It's also a more diversified business overall. Alongside AI chips, Broadcom sells a wide range of other semiconductors and, since acquiring VMware, a large and profitable infrastructure-software operation. Further, this week it also deepened its long relationship with Apple through a multiyear manufacturing commitment expected to exceed $30 billion.

The trade-off is valuation and concentration. Broadcom trades at about 25 times forward earnings, a premium to Nvidia, and a large chunk of its AI revenue comes from just a few customers.

Which is the better buy? Both are excellent businesses, and over the past year, Broadcom has been the better stock. But looking forward, I'd give the edge to Nvidia.

It's growing faster and sits more squarely at the center of AI computing. And -- the part that surprises people -- it's actually the cheaper of the two on forward earnings. You're getting the faster-growing one at a lower valuation multiple.

Of course, Broadcom is a great business. It offers something Nvidia doesn't: a more diversified revenue base and a fast-growing software arm that could help soften the blow if AI chip demand ever cools. For investors who want that cushion, Broadcom is a reasonable pick, and its custom-silicon niche is a strong business in its own right.

But if I had a fresh $1,000 to put into one of these two AI chip stocks today, I'd choose Nvidia. Mostly, I'd rather own the faster-growing company at the cheaper price. The last five years rewarded both handsomely, but the next stretch, I think, tilts back toward the name that started this whole boom.

Composizione della tesoreria di Eightco all'8 luglio 2026: 90 milioni di dollari di azioni OpenAI (indirette), 18 milioni di dollari di azioni Beast Industries, 16.278 ETH, 283 milioni di WLD e 149 milioni di dollari in contanti e mezzi equivalenti, per un totale di circa 397 milioni di dollari

Il token Worldcoin (WLD) è ora quotato su Robinhood (NASDAQ: HOOD), consentendo maggiore accesso a milioni di persone

OpenAI ha recentemente annunciato di aver presentato un S-1 riservato, preparandosi per un'offerta pubblica iniziale

Eightco offre un'esposizione indiretta ad alcune delle società private più innovative, tra cui OpenAI e Beast Industries

, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) ("Eightco" o "la Società") ha fornito oggi un aggiornamento sulle proprie partecipazioni complessive, evidenziando la crescente presenza nel settore degli asset digitali e degli investimenti strategici in aziende tecnologiche private leader.

ORBS Holdings & Key Metrics

The ORBS Portfolio Thesis

All'8 luglio 2026, alle ore 18:00. ET, ORBS detiene partecipazioni che includono un investimento di 90 milioni di dollari (indirettamente, tramite società veicolo) in OpenAI, un investimento di 18 milioni di dollari in Beast Industries, un investimento di 1 milione di dollari in Mythical Games, 283.452.700 Worldcoin (WLD) a 0,39 dollari per WLD (per Coinbase), 16.278 Ethereum (ETH) e un totale di circa 149 milioni di dollari in contanti e stablecoin, per un valore complessivo delle partecipazioni pari a circa 397 milioni di dollari.

Le principali notizie in testa all'informazione:

Il management di ORBS ritiene che il portafoglio di tesoreria della Società contenga alcuni degli elementi più cruciali per il futuro dell'intelligenza artificiale e del sistema finanziario digitale. Tra le principali notizie di questa settimana vi sono:

OpenAI ha comunicato che renderà pubblici i suoi modelli GPT-5.6 Sol, Terra e Luna, il 9 luglio 2026. Secondo OpenAI, GPT-5.6 Sol è il suo "modello più potente", con maggiori capacità nella programmazione, la biologia e la sicurezza informatica (CNBC). L'8 luglio è stato comunicato che OpenAI Deployment Company ha raggiunto un accordo per l'acquisizione di Northslope, un'azienda di IA applicata. Con tale accordo, il team della Deployment Company si amplia, arrivando a centinaia di "forward deployed engineer" (FDE), che lavorano insieme ai clienti per creare sistemi di IA all'interno delle loro organizzazioni. Ciò sottolinea in che modo la corsa all'IA potrebbe essere determinata da chi sarà in grado di fare utilizzare alle aziende i propri strumenti di IA , piuttosto che dal rilascio dei modelli (Axios). Il 7 luglio, la ABC ha comunicato che MrBeast parteciperà come Shark ospite alla 18a stagione di Shark Tank, questo autunno. L'apparizione segna l'inizio nel ruolo di investitore nel programma (ABC) del creator con il maggior numero di iscritti al mondo. Il 6 luglio, World ha aperto il suo negozio principale a Londra; qui, i visitatori possono scoprire i vantaggi della prova privata di umanità e verificare la propria natura umana tramite un Orb (World). Successivamente, questo mese, il 24 luglio 2026, la quantità di WLD, che entra ogni giorno sul mercato, registrerà automaticamente una riduzione del 43%, passando da circa 5,1 milioni a circa 2,9 milioni di token al giorno, concludendo il periodo più intenso di rilascio triennale per il token (World Foundation). Questa tabella di marcia è stata fissata nel whitepaper di World, quando il token ha avuto inizio. La Società detiene 283.452.700 WLD, pari a circa l'8,1% di tutti i WLD al momento in circolazione e alla maggiore posizione resa pubblica nel mondo. Tale posizione non subisce cambiamenti il 24 luglio; ciò che subirà un cambiamento sarà il continuo incremento dell'offerta di WLD, tuttavia, il ritmo di tale incremento, a partire dal 24 luglio, sarà quasi la metà di quello precedente. "Apparentemente, ogni settimana, le capacità e le innovazioni dell'IA continuano a sorprendere i mercati", ha affermato Thomas "Tom" Lee, membro del consiglio di amministrazione di Eightco. L'imminente rilascio di GPT-5.6 da parte di OpenAI e l'acquisizione di Northslope dimostrano che la prossima fase dell'IA non interessa solo la creazione di modelli più capaci, ma anche favorirne l'adozione da parte delle aziende su larga scala.

Riguardo a World, pensiamo che la relativa espansione a Londra dimostri la crescente importanza di un'identità digitale affidabile, mentre l'IA si integra a ritmo crescente nella vita quotidiana. Crediamo che ORBS abbia una posizione unica grazie all'esposizione sia a OpenAI che a World, due piattaforme che stanno contribuendo a determinare il futuro dell'IA e l'infrastruttura necessaria a supportarla", ha continuato Lee.

Eightco: Esposizione ai principali megatrend

Eightco si fonda su tre megatrend che, secondo la società, daranno forma al prossimo decennio di innovazione: IA, identità digitale e economia dei creatori, con presenza in ciascuno di questi ambiti tramite investimenti indiretti in OpenAI (23% delle riserve di tesoreria di ORBS), Worldcoin (28%) e Beast Industries (5%).

Intelligenza artificiale: OpenAI

Eightco ha investito circa 90 milioni di dollari in veicoli a scopo speciale con esposizione a partecipazioni azionarie nella società madre di OpenAI, pari a circa il 23% delle attività di tesoreria, una delle concentrazioni più elevate tra tutti i veicoli quotati.

ChatGPT, l'app di OpenAI destinata al grande pubblico, è diventata l'app di IA per consumatori numero uno al mondo (Sensor Tower) e nel febbraio 2026 ha superato i 900 milioni di utenti attivi settimanali, diventando così la tecnologia consumer con la crescita più rapida della storia (UBS via Reuters).

Identità digitale: Token WLD

Eightco detiene oltre 283 milioni di WLD, pari a circa l'8,1% della fornitura circolante, la maggiore posizione istituzionale resa pubblica a livello globale e che costituisce circa il 28% degli asset di tesoreria di Eightco.

Worldcoin è il token nativo di World, una rete globale di "Proof of Human" creata da Tools for Humanity (cofondata da Sam Altman e Alex Blania) e gestita dalla World Foundation. I dispositivi Orb rilasciano un World ID che tutela la privacy e verifica che l'utente sia una persona fisica e non un agente AI.

In base al modello di business annunciato da World, le applicazioni pagano commissioni per ogni verifica, mentre la verifica degli utenti finali rimane gratuita, con sia gli emittenti di credenziali che il protocollo World che monetizzano l'autenticazione degli utenti verificati. World individua un'opportunità di fatturato potenziale complessiva pari a 6,35 trilioni di dollari in 13 settori, tra cui quello bancario, l'e-commerce, il gaming, i social media e l'IA agentica (secondo Tools for Humanity).

Economia dei creatori — Beast Industries

Eightco ha investito 18 milioni di dollari nel capitale azionario di Beast Industries, pari a circa il 5% delle attività di tesoreria.

Beast Industries vanta una delle più ampie reti di distribuzione diretta al consumatore al mondo, con oltre 500 milioni di follower complessivi su tutte le piattaforme, grazie soprattutto a MrBeast, la persona più seguita su YouTube a livello globale. Man mano che l'IA trasforma la creazione di contenuti in un bene standardizzato, la distribuzione e la fiducia del pubblico diventano risorse sempre più scarse.

Informazioni su Eightco Holdings Inc.

Eightco Holdings Inc. (NASDAQ: ORBS) è una holding quotata in borsa, che sta implementando una strategia di tesoreria innovativa basata su Worldcoin (WLD), offrendo agli investitori un'esposizione indiretta, tramite un unico ticker, a tre dei trend principali di questo ciclo: l'IA attraverso il suo investimento indiretto in OpenAI, l'identità digitale attraverso la posizione di maggiore detentore pubblico di WLD e del protocollo Proof-of-Human, e l'economia dei creator attraverso la partecipazione azionaria in Beast Industries di MrBeast. Grazie al supporto di investitori istituzionali leader, tra cui Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera e GSR, Eightco sta creando l'infrastruttura per la verifica umana nell'era dell'IA agentica.

Per ulteriori informazioni:

X: @iamhuman_orbs

Sito Web: 8co.holdings

Domande frequenti

Che cos'è il titolo ORBS?

Eightco Holdings Inc. (NASDAQ: ORBS) è una società quotata in borsa al Nasdaq. ORBS offre un'esposizione indiretta a: OpenAI e Beast Industries.

Chi detiene la maggior quantità di Worldcoin (WLD)?

Eightco Holdings (NASDAQ: ORBS) detiene 283 milioni di WLD, pari a circa l'8,1% dell'offerta circolante e alla maggiore posizione istituzionale resa pubblica a livello globale.

Che cos'è la Proof of Human?

Proof of Human è una verifica crittografica, secondo cui un utente è una persona fisica unica e vivente, non un bot o un agente AI. Si tratta di un'infrastruttura fondamentale per i social network, il settore bancario, il commercio agentico e qualsiasi sistema che richieda il principio "una persona, un account" nell'era dell'IA agentica.

In che modo Eightco (ORBS) si collega a Proof of Human?

Eightco Holdings (NASDAQ: ORBS) è il maggiore detentore istituzionale pubblicamente noto di Worldcoin (WLD), il token che alimenta la rete 'Proof of Human' di World.

Chi è il CEO di Eightco Holdings?

Kevin O'Donnell è il CEO di Eightco Holdings (NASDAQ: ORBS). Nel consiglio di amministrazione della società vi sono Tom Lee (Managing Partner e Responsabile della ricerca presso Fundstrat e presidente di Bitmine Immersion Technologies (NYSE: BMNR)) e, in veste di consulente del consiglio di amministrazione, Brett Winton (Chief Futurist presso ARK Invest).

Dichiarazioni previsionali

Il presente comunicato stampa contiene dichiarazioni previsionali ai sensi del Private Securities Litigation Reform Act del 1995. Tutte le dichiarazioni contenute nel presente comunicato stampa, differenti rispetto a quelle relative a fatti storici, possono essere considerate previsionali, tra cui, a titolo esemplificativo ma non esaustivo, le dichiarazioni riguardanti: le aspettative dell'Azienda secondo cui l'IA, l'identità digitale e l'economia dei creator daranno forma al prossimo decennio di innovazione; la convinzione dell'Azienda secondo cui il proprio portafoglio di tesoreria contenga alcune delle componenti più critiche per il futuro sistema finanziario digitale e basato sull'IA; le dichiarazioni riguardanti il potenziale di un'offerta pubblica iniziale (IPO) di OpenAI in seguito alla presentazione di un modulo S-1 riservato; le affermazioni secondo cui la verifica Proof-of-Human offre un'infrastruttura importante per i social network, il settore bancario, il commercio agentico e qualsiasi sistema che richieda il principio "una persona, un account" nell'era dell'IA agentica; le dichiarazioni rispetto all'opportunità di ricavi accessibili a World, pari a 6,35 trilioni di dollari, in settori quali quello bancario, l'e-commerce, il gaming, i social media e l'IA agentica; le dichiarazioni relative alla posizione dell'Azienda come maggiore detentore istituzionale di WLD a livello globale tra quelli resi pubblici; le affermazioni secondo cui la distribuzione e la fiducia del pubblico diventano risorse sempre più scarse mentre l'IA rende la produzione di contenuti una commodity; le dichiarazioni rispetto alla realizzazione, da parte dell'Azienda, dello strato infrastrutturale per la verifica umana nell'era dell'IA agentica; le dichiarazioni relative alla quotazione di Worldcoin (WLD) su Robinhood, che amplia l'accesso a milioni di utenti; le dichiarazioni relative alle capacità e al previsto rilascio dei modelli GPT-5.6 Sol, Terra e Luna di OpenAI; le dichiarazioni rispetto al significato dell'acquisizione di Northslope da parte della OpenAI Deployment Company per l'adozione dell'IA a livello aziendale; le dichiarazioni riguardo alla crescente importanza di un'identità digitale affidabile mentre l'IA si integra nella vita quotidiana; le dichiarazioni relative alla prevista riduzione del tasso di crescita dell'offerta di WLD dopo il 24 luglio 2026; le dichiarazioni rispetto al posizionamento unico della Società grazie all'esposizione alle piattaforme OpenAI e World; e le dichiarazioni relative alla convinzione di OpenAI secondo cui GPT-5.6 Sol sia il suo "modello più potente sviluppato finora". Termini quali "pianifica", "prevede", "volere", "anticipa", "continuare", "espandere", "far avanzare", "sviluppare", "crede", "indicazioni", "obiettivo", "potrebbe", "rimanere", "progettare", "prospettiva", "intendere", "stimare", "potrebbe", "dovrebbe", "posizionato," "vedere" e altre espressioni di significato analogo sono volti a identificare dichiarazioni previsionali, sebbene non tutte le dichiarazioni previsionali contengano tali parole. Le dichiarazioni previsionali si basano sulle attuali convinzioni e ipotesi del management, che sono soggette a rischi e incertezze e non costituiscono una garanzia dei risultati futuri. I risultati effettivi potrebbero differire in modo sostanziale da quelli contenuti in qualsiasi dichiarazione previsionale a causa di vari fattori, tra cui, a titolo esemplificativo ma non esaustivo: l'incapacità della Società di influenzare la gestione o le operazioni di società private in cui la Società non detiene una partecipazione di controllo, tra cui OpenAI e Beast Industries; il rischio di perdita o svalutazione degli investimenti strategici della Società, inclusa la sua posizione indiretta nel capitale di OpenAI (detenuta tramite veicoli a scopo speciale), la sua posizione in WLD e la sua posizione nel capitale di Beast Industries; la capacità della Società di mantenere la conformità ai requisiti di quotazione continua del Nasdaq; costi, oneri o spese imprevisti che riducono le risorse di capitale della Società o ritardano in altro modo l'impiego di capitale; l'incapacità di raccogliere capitale adeguato per finanziare o espandere le proprie operazioni aziendali o gli investimenti strategici; volatilità dei prezzi degli asset digitali, inclusi WLD ed ETH, che potrebbe influire in modo significativo sul valore delle partecipazioni di tesoreria della Società; cambiamenti normativi, legislazione futura e regolamentazione che incidono negativamente sugli asset digitali, sull'adozione dell'intelligenza artificiale o sulla raccolta di dati biometrici; rischi relativi allo sviluppo, all'adozione e all'accettazione da parte del mercato della tecnologia Proof-of-Human e della rete World; incertezza riguardo al ritmo e alla traiettoria dell'implementazione dell'IA agentica nelle applicazioni aziendali e di consumo; l'incertezza relativa alla roadmap dei prodotti di OpenAI e alle tempistiche o al lancio di una eventuale IPO o quotazione diretta; rischi relativi alla capacità di Beast Industries di raggiungere le proprie proiezioni di crescita; concorrenza nei mercati dell'identità digitale e delle infrastrutture di IA; dipendenza da fonti terze per la valutazione di determinati investimenti; incertezza riguardo al successo continuativo di MrBeast e alle prestazioni del modello di business di Beast Industries incentrato sui creator; rischi relativi alle posizioni concentrate della Società in determinati asset digitali e investimenti in società private; e cambiamenti nelle posizioni dell'opinione pubblica e dei governi riguardo agli asset digitali o ai settori legati all'intelligenza artificiale; rischi legati alle tempistiche, alle caratteristiche e alla ricezione a livello commerciale dei rilasci dei modelli di OpenAI; e rischi che le dinamiche dell'offerta di WLD non diano gli effetti di mercato previsti. Alla luce di tali rischi e incertezze, si raccomanda ai lettori di non fare eccessivo affidamento su tali dichiarazioni previsionali. Per un'analisi di altri rischi e incertezze, nonché di altri fattori rilevanti, ognuno dei quali potrebbe far sì che i risultati effettivi di Eightco differiscano da quelli contenuti nelle dichiarazioni previsionali qui riportate, si rimanda ai documenti depositati da Eightco presso la Securities and Exchange Commission (la "SEC"), inclusi i fattori di rischio e le altre informazioni contenute nella Relazione annuale sul modulo 10-K depositata presso la SEC il 15 aprile 2026 e nei successivi documenti depositati presso la SEC e disponibili al pubblico. Tutte le informazioni contenute nel presente comunicato stampa sono aggiornate alla data di pubblicazione e Eightco non si assume alcun obbligo di aggiornare tali informazioni o di annunciare pubblicamente i risultati di eventuali revisioni di tali dichiarazioni al fine di riflettere eventi o sviluppi futuri, salvo quanto richiesto dalla legge.

Ekonom Stephen Kirchner se po úmrtí Alana Greenspana stejně jako řada dalších postupně věnují práci tohoto centrálního bankéře (viz i včerejší Víkendář). Přesněji řečeno, Kirchner rozebírá některá témata a úvahy z Greenspanovy knihy Věk turbulencí. Ta totiž může mít v něčem přesah i do dneška. A v něčem zase ukazuje, jak velký obrat v některých oblastech postupně nastal. Příkladem jsou třeba vysoké rozpočtové deficity a vládní dluhy.

Podle ekonoma byla za Greenspana a jeho předchůdce Paula Volckera americká monetární politika úspěšnější než dříve v tom, jak dovedla „ukotvit dlouhodobou cenovou hladinu“. Greenspan a ostatní členové FOMC se přitom „nesnažili a ani nemohli usilovat o eliminaci hospodářského cyklu nebo cyklu u cen aktiv. Ty jsou běžnou součástí fungování ekonomiky a finančních trhů. Pokud někdo tvrdí opak, v podstatě volá po jakémsi centrálním plánování prostřednictvím měnové politiky. Plánování, které by nakonec bylo pravděpodobně mnohem více destabilizující než zaměření na dlouhodobou kontrolu inflace.“

Kirchner pokračuje s tím, že „velká část hodnoty Greenspanových pamětí vychází z jeho perspektivy celoživotního libertariánského republikána, který postoupil do vyšších pater tvorby americké hospodářské politiky.“ Jedním z problémů, kterým čelili tvůrci této politiky na konci 90. let a na začátku prvního desetiletí 21. století, bylo, co dělat s rostoucím přebytkem federálního rozpočtu, a tudíž s vyhlídkou na splacení veškerého dluhu federální vlády. Greenspan v této souvislosti citoval republikánského kongresmana Billa Archera. Ten tvrdil, že „kvůli rekordně vysokému zdanění se rozpočtový přebytek vymkl kontrole“.

Greenspan pak přemítal o tom, jak se američtí vládní úředníci stávají největšími světovými investory. Došel k poznání, že chronické přebytky by mohly být téměř stejně destabilizující jako chronické rozpočtové deficity. Recese v roce 2001 ale přinesla v oblasti vládního hospodaření obrat a dnes už USA „tomuto speciálnímu problému rozpočtových přebytků nečelí“. Kirchner jako Australan poukazuje i na to, že Greenspan považoval jeho zemi za „mikrokosmos Spojených států“. A na Austrálii se díval jako na hlavní ukazatel toho, co se bude dít i v USA.“ Zvláště pak Grenspana „uklidňovala schopnost Austrálie trvale vykazovat vysoké deficity běžného účtu“. I proto tvrdil, že tyto deficity „nemají žádný významný makroekonomický dopad.“

Greenspan také říkal, že „rostoucí dluh jde ruku v ruce s pokrokem“. Domníval se, že dluh bude téměř vždy růst v poměru k příjmům. Působí na něj totiž neustále rostoucí dělba práce a specializace úkolů, které zvyšují produktivitu a následně objem aktiv i pasiv v poměru k příjmům. Greenspan tedy tvrdil i to, že „rostoucí poměr dluhu k příjmu domácností není sám o sobě známkou rostoucího tlaku“. Stejně tak se domníval, že nerovnováhy běžného účtu přetrvávají, protože jsou přirozeným důsledkem zvýšené specializace a dělby práce.

Greenspan se zároveň zaměřoval na to, jak akumulace devizových rezerv ovlivňuje či spíše neovlivňuje dění na trzích. Podle jeho názoru je totiž jejich efekt vzhledem k hloubce a likviditě trhů s aktivy denominovanými v amerických dolarech zanedbatelný. Greenspan v této souvislosti uvádí příklad, kdy „japonské měnové orgány mezi létem 2003 a začátkem roku 2004 hromadily téměř 40 miliard dolarů devizových rezerv měsíčně, převážně v amerických státních dluhopisech.“ S tím v březnu 2004 náhle skončily, ale „přesto je obtížné najít významné projevy této náhlé změny“. Ať už v tehdejších cenách desetiletých amerických státních dluhopisů, nebo v kurzu dolaru vůči jenu.

Greenspan rovněž hovořil o tom, že do roku 2030 nastane konec přebytku globálních úspor a dezinflačního impulsu z globalizace pracovní síly. Pochyboval, že američtí politici budou mít odhodlání řešit fiskální výzvy spojené se stárnoucí populací a budou schopni „odolat budoucím inflačním tlakům“. Greenspan konkrétně předpovídal míru inflace 4,5 % a 8% výnosy z desetiletých amerických státních dluhopisů.

Space Exploration Technologies (SPCX 4.51%) pulled off the largest IPO in history last month, opening at $150 per share and ending the day at $161, with a market value of $2.1 trillion. The stock has been highly volatile since then, rising to a high of about $225 before eventually declining below its opening price. SpaceX's shares are currently worth $145 apiece. Should investors buy the stock at current levels?

When expectations meet reality IPOs tend to generate significant enthusiasm because they offer the opportunity to invest in promising companies early. Imagine buying shares of Amazon (AMZN 0.73%) on the day it went public. Even a relatively modest investment in the e-commerce leader then would be worth a small fortune today. Not every company is Amazon, but SpaceX could deliver similar -- or even better -- returns over the long run, provided the corporation's ambitious vision materializes.

Image source: the Motley Fool.

SpaceX is looking to revolutionize and commoditize space travel through its pioneering work with reusable rockets. The company's next-gen rocket, Starship, is fully reusable and has a much greater capacity than its previous ones. This could unlock several opportunities for SpaceX, including space tourism, as Starship significantly reduces the cost of space travel. SpaceX could also substantially improve its most important business, Starlink, which offers internet connectivity through Low Earth Orbit satellites. Starlink was SpaceX's only profitable segment last year, and the company recently requested regulatory approval to send 100,000 of its Gen3 Starlink satellites into orbit.

Considering the company has just over 10,000 satellites in orbit right now -- and the fact that it is looking to operate these new satellites in very low Earth orbit -- this could improve Starlink's internet speeds and potentially allow it to target customers outside of those in rural and other underserved areas it has focused on so far. Clearly, there is a large opportunity ahead for SpaceX, and we haven't even mentioned the company's artificial intelligence opportunity, which it sees as its largest addressable market across its entire business.

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Despite all that, there are reasons to be skeptical of SpaceX's prospects. For one, SpaceX is spending significant sums to make its ambitions a reality. That means the company may not turn a profit anytime soon, which is fine, provided it can pull off its vision. But there will be significant challenges, including growing competition in the space industry and risks to the company's ability to innovate, execute, and remain the leading company in the space sector.

Factors such as regulatory delays related to Starship -- which is central to its future -- and slower-than-expected development timelines may sink the stock. Further, SpaceX will also face increased competition in its Starlink business. These are just some of the problems it may encounter. In the meantime, SpaceX is the only $2 trillion (or more) company that isn't consistently profitable, which suggests its valuation already reflects significant success. For all those reasons, the stock still isn't a buy, even below its opening price. Perhaps once it falls much further, its shares will become attractive.

The DRAM - Roundhill Memory ETF (DRAM 2.05%), the first-ever exchange-traded fund (ETF) dedicated to memory stocks, came out of the gate strong, with the fund tripling from its $27 opening price when it debuted on April 2. However, more recently, the fund has pulled back, along with memory stocks, and is down more than 20% from its highs as of this writing.

With the fund well off its highs, is now the time to buy the ETF?

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A concentrated bet on memory stocks The DRAM - Roundhill Memory ETF is not your typical diversified fund, nor even a sector-specific fund. It's a highly focused play on the memory market, especially DRAM (dynamic random access memory) and, to a lesser extent, NAND (flash) memory. Nearly 75% of the ETF's holdings are concentrated in the big three DRAM makers: Micron (MU 1.05%), Samsung, and SK Hynix. The weightings of the three are currently pretty evenly spread out, with Micron the highest at 25.8% and SK Hynix the lowest at 23.7%.

All three DRAM makers are basically riding the same tailwinds. DRAM prices have soared as demand for high-bandwidth memory (HBM), a special form of DRAM, has taken off. HBM is packaged with graphics processing units (GPUs) and other AI chips to help optimize their performance. This demand is increasing even more with the rise of AI inference, which tends to be more memory-bound than compute-constrained. With inference expected to become the larger market than training, demand for HBM is expected to remain strong.

At the same time, HBM takes upwards of three times the wafer capacity of ordinary DRAM, which is helping exacerbate the current supply shortage. With the big three memory makers focused on higher-margin HBM, this has led all DRAM prices to skyrocket due to the current supply-demand imbalances.

The result is that all three companies have seen both their revenues surge and gross margins balloon. This isn't expected to let up soon, with SK Hynix CEO Kwak Noh-jung recently saying he expects the worst-ever DRAM supply shortage next year. He has predicted the market will remain supply-constrained beyond 2030.

Image source: Getty Images.

This is a typically highly cyclical business, and the big three DRAM makers have also all been locking in longer-term contracts for the first time. This should help reduce some of the cyclicality of the business, and could help the stocks attain higher multiples.

The DRAM ETF is a great way to play the memory market, giving you exposure to not only the big three DRAM players but also NAND companies like Sandisk and Japanese company Kioxia, which are both looking to develop high-bandwidth flash (HBF). Notably, the ETF will sometimes use leverage and total return swaps, but this is largely done for tax purposes and as a way to quickly gain exposure to a stock. Roundhill offers a distinct leveraged version of the ETF, the Roundhill T-REX 2X Long DRAM Daily Target ETF, but I generally don't recommend leveraged ETFs.

All in all, this is an ETF I'd treat more as an individual stock, and I think it is a nice way to play the current DRAM supercycle, which looks like it could have some legs over the next several years.

Buying shares of excellent companies that have fallen out of favor is a great way to earn superior returns over the long run. However, investors should be careful not to catch a falling knife. Corporations often fail to keep up with broader equities for good reasons, and in many cases, it's not worth investing in market laggards, even on the dip. With that as a backdrop, let's consider two stocks that have moved in the wrong direction this year but remain unattractive at their current levels: Recursion Pharmaceuticals (RXRX 5.32%) and Sarepta Therapeutics (SRPT 7.65%).

Image source: Getty Images.

1. Recursion Pharmaceuticals Recursion Pharmaceuticals is a drugmaker that relies on artificial intelligence (AI) to go from discovery to the market. The company is betting that its approach can succeed where other breakthroughs have failed: Even with significant technological progress over the past few decades, the cost and time required to develop drugs have increased. Recursion Pharmaceuticals uses an AI-powered algorithm to predict which candidates are the most likely to perform well in clinical trials and, eventually, earn approval.

To its credit, the company has several promising products in its pipeline. For instance, Recursion Pharmaceuticals' REC-4881 is an investigational medicine for familial adenomatous polyposis (FAP), a rare disorder that leads to the development of precancerous polyps in the colon and rectum, giving patients a very high risk of colorectal cancer if left untreated. REC-4881 has demonstrated encouraging reductions in precancerous polyp burden in early clinical studies.

Given that the U.S. Food and Drug Administration has never approved any medicine for FAP, REC-4881 could present an attractive commercial opportunity if it proves effective in late-stage clinical trials.

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That said, there are several problems with Recursion Pharmaceuticals, one of which is that it has no products on the market, and none even in late-stage studies. For a company that claims to be bringing about a paradigm shift in the industry, we'd expect greater success. Perhaps it just hasn't had time yet, but Recursion Pharmaceuticals was founded in 2013. Second, although Recursion Pharmaceuticals may have hoped to build a competitive advantage through its focus on AI -- and eventually license its AI-powered operating system for drug discovery -- other corporations are making strides in this field.

Third, like every biotech company, it runs the risk of clinical or regulatory setbacks that could sink its share price. Those are some of the reasons Recursion Pharmaceuticals' stock has moved in the wrong direction and may continue doing so. It's not an attractive company for most investors, though contrarians with a strong tolerance for volatility may consider initiating a small position.

2. Sarepta Therapeutics Last year, Sarepta Therapeutics faced significant challenges. Two patients taking the company's Elevidys, a medicine for a rare, progressive, neuromuscular disease called Duchenne muscular dystrophy (DMD), unfortunately died after developing acute liver failure (ALF). Sarepta Therapeutics was able to keep Elevidys on the market, but only for ambulatory DMD patients -- it is no longer indicated for non-ambulatory patients. Further, it now includes a boxed warning for acute liver injury (ALI) and ALF.

In fairness, Sarepta Therapeutics has made progress in overcoming these obstacles. The company is testing whether administering sirolimus (an immunosuppressant) before and after Elevidys infusion can help reduce the risk of ALF and ALI in non-ambulatory patients.

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Elsewhere, the company has requested full approval for two of its other DMD medicines, Amondys 45 and Vyondys 53. Both were previously under accelerated approval, meaning they had to undergo confirmatory studies to confirm efficacy. Sarepta Therapeutics is also developing newer medicines for a range of other diseases. Solid clinical progress might jolt the stock.

However, there remain significant risks. Even with clinical progress with newer candidates and full approval for Amondys 45 and Vyondys 53, Elevidys remains central to Sarepta's prospects because it addresses the underlying genetic causes of DMD. If the company fails to show that giving patients sirolimus can mitigate Elevidys' adverse events, the stock will fall off a cliff. Even if it can prove that non-ambulatory patients have a lower risk of ALI and ALF when they also receive sirolimus, it will be hard for Sarepta Therapeutics to protect its market share as new DMD medicines gain approval.

That's why it's difficult for long-term investors to justify investing in the company, especially given the many attractive biotech stocks on the market.

Making a loan is a big decision for a lender. The lender must assess the likelihood of repayment in a timely fashion. The higher the loan's risk, however, the higher the interest rate the lender can charge. So there are trade-offs that have to be made. The auto loan space has a history of companies taking on too much risk. That is a problem for investors today, as subprime auto loan delinquency rates are high.

Be careful how much risk you take on When you buy a stock, you become a part-owner of the business. This is why it is so important to understand the companies you invest in. If you don't fully understand what the business is doing, you can't properly assess the risks and potential rewards of the investment. This is particularly important for companies that make auto loans.

Image source: Getty Images.

Subprime auto lenders can make huge profits when times are good because of the shockingly high rates they can charge customers. But during a recession, their customers often stop paying. And that can cause deep financial strain for subprime auto lenders. Often, a recession isn't even necessary; it can just be an economic soft patch.

For example, subprime auto lenders American Car Center and U.S. Auto Sales both ran into trouble in 2023. In 2025, Tricolor Holdings hit the skids, though it was accused of fraud, so other factors were at play. And in mid-2026, America's Car-Mart (CRMT 6.90%) was forced to work with its lenders to help it survive. The 60-day delinquency rate, which rose to a historical high at the start of 2026, is not a good sign for this niche of the auto-lending industry.

The subprime auto loan delinquency rate began 2026 at around 6.8%. The 60-day delinquency rate remains above levels seen during the Great Recession. Investors need to pay close attention to lenders such as OneMain Holdings (OMF +0.70%) and Credit Acceptance (CACC 0.18%).

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What's the situation with high-risk loans? OneMain Holdings 30-day delinquency rate was 5.37% in the first quarter, down from 5.85% in the December quarter, but up from the prior year's 5.16%. Charge-offs rose from 7.83% to 8.02% year over year. The company isn't exactly falling off a cliff, but the credit situation appears to be weakening. Credit Acceptance's first quarter 2026 update showed that loans made between 2021 and 2024 have been underperforming expectations. Even 2026 loans haven't been performing as well as hoped.

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This is where investors should step back and consider a pivot. Bank and credit card processor Capital One Financial (COF +0.71%), for example, works with lower-credit-quality customers, but it is more stringent about who it lends to. It issues credit cards and makes auto loans, with a combined 30-day delinquency rate of 3.24%. That was down from the December quarter's 3.59% and from the same quarter of 2025, when the rate was 3.51%. To be fair, Capital One's 30-day delinquency rate on autoloans is higher, at 4.21%, but that's down from 5.23% in the fourth quarter of 2025 and 4.93% in the year-ago period. In other words, Capital One's business is holding up much better, likely thanks to its more discerning lending approach.

It is time to be prudent Most investors should probably avoid businesses that make car loans to financially troubled customers. That's true most of the time, but particularly true right now, with delinquency rates rising. However, if you are interested in the sector, likely thanks to the higher interest rates that can be charged to customers, you should probably err on the side of caution. Capital One is a way to get exposure to lower-quality customers without betting the bank on the highest-risk niche of the auto lending space. Notably, the delinquency rate for higher-quality auto loans is historically low.

SAN DIEGO, July 10, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired AeroVironment, Inc. (NASDAQ: AVAV) securities between June 25, 2025 and March 10, 2026. AeroVironment operates as a defense technology provider delivering integrated capabilities across air, land, sea, space, and cyber.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

What are the allegations?

Shareholders allege that AeroVironment, Inc. misled investors regarding the viability and profitability of its involvement in the SCAR program. According to the complaint, on May 1, 2025, AeroVironment announced it had completed the acquisition of BlueHalo, LLC. Three years earlier, BlueHalo had been awarded a $1.4 billion contract to deliver BADGER phased array antenna systems (a type of advanced ground-terminal system used to track satellites), to support the U.S. Space Force’s Satellite Communication Augmentation Resource (“SCAR”) program.

Plaintiff alleges that during the class period defendants consistently assured investors that the SCAR program would drive revenue growth for AeroVironment moving forward. Plaintiff further alleges that during the class period defendants failed to disclose that the Company understated the likelihood that it would face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN and overstated it business and financial prospects.

On January 20, 2026, AeroVironment announced that the U.S. government had issued a stop work order on the Company’s agreement to deliver BADGER systems to the SCAR program. On this news, AeroVironment's stock price fell $61.97 per share, or over 15%, to close at $330.89 per share on January 20, 2026.

Then, on March 10, 2026, AeroVironment announced disappointing financial results for the third quarter of fiscal year 2026. These financial results reflected the impact of a $151.3 million goodwill impairment in the Company’s space division after the stop work order on the Company’s BADGER systems built for the SCAR program. AeroVironment also reported that the U.S. Space Force had terminated the Company’s contract concerning the SCAR program, and as a result, it would have to “recompete” for the SCAR program. On this news, AeroVironment’s stock price fell $13.84 per share, or 6.24%, to close at $207.73 per share on March 11, 2026.

What can shareholders do now? You may be eligible to participate in the class action against AeroVironment, Inc. Shareholders who wish to serve as lead plaintiff for the class must submit their papers with the court by July 27, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.

To be notified if a class action against AeroVironment, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

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

SAN DIEGO, July 10, 2026 (GLOBE NEWSWIRE) -- Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired Calix, Inc. (NYSE: CALX) securities between January 28, 2026 and April 21, 2026. Calix engages in the provision of cloud and software platforms, and systems and services.

For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003.

What are the allegations?

Shareholders allege that Calix, Inc. misled investors regarding its business prospects. According to the complaint, during the class period defendants failed to disclose to investors:               

(1) the Company’s first quarter margins had significantly benefited from advanced purchasing of memory components;(2) that the Company’s advanced supply of memory components was dwindling;(3) that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and(4) that, as a result, defendants’ positive statements about the Company’s margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.    Plaintiff alleges that when the truth was revealed on April 21, Calix’s stock price fell $6.93, or 13.98% to close at $42.65 per share on April 22, 2026.

What can shareholders do now? You may be eligible to participate in the class action against Calix, Inc. Shareholders who wish to serve as lead plaintiff for the class must submit their papers to the court by July 27, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.

All representation is on a contingency fee basis. Shareholders pay no fees or expenses.

About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002.

To be notified if a class action against Calix, Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today.

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

NEW YORK, July 11, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of GoDaddy Inc. (NYSE: GDDY) resulting from allegations that GoDaddy may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased GoDaddy securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/godaddy-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: Rosen Law Firm is investigating potential civil securities claims.

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

Space Exploration Technologies (SPCX 4.51%) -- commonly known as SpaceX --is a highly controversial space stock.

Some experts believe the company will transform multiple industries, leading to hefty gains for long-term shareholders. Other experts, like Jeremy Grantham, the co-founder of GMO LLC, strongly believe SpaceX will "fail to deliver anything like its promises in the prospectus."

SpaceX's growth ambitions hinge on its ability to scale not only its rocket and satellite launches but also its fledgling AI business. More than 90% of the company's claimed growth potential outlined in its IPO prospectus deals exclusively with AI opportunities.

Can AI growth justify SpaceX's current $2 trillion valuation? At least one major investment bank thinks so.

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Here's how AI growth can help SpaceX's stock price soar I expect SpaceX to use the majority of its IPO proceeds, as well as the $25 billion raised in a follow-on bond offering, to invest heavily in scaling its AI business. That means building more compute infrastructure, chip manufacturing facilities, and orbital data centers.

How big will SpaceX's AI business get long-term? Goldman Sachs recently revealed its expectation for SpaceX's AI division to grow its revenue 100-fold by 2030. Admittedly, SpaceX's AI revenues totaled only $3.2 billion last year. But hitting $322 billion in sales by 2030 would be quite an impressive feat.

Image source: Getty Images.

Goldman Sachs was one of the underwriters of SpaceX's IPO. So it's not surprising to see the bank issue an optimistic forecast. But if Goldman Sachs' prediction comes true, just how high could SpaceX's stock price soar?

It's difficult to know just how the market will value a scaled AI business like SpaceX's. But Nvidia's (NVDA +4.03%) valuation of 19.7 times sales gives us at least a window into what's possible. At that valuation, SpaceX would be worth somewhere around $6.3 trillion. A $500,000 investment today, therefore, would end up being worth around $1.6 million by 2030.

The math likely won't work out as cleanly as demonstrated, however. SpaceX remains a money-losing business, a reality that will likely force it to issue more stock in the coming months and years. Plus, there's no guarantee that the market will price SpaceX stock the way it does Nvidia stock today. There are clear differences between the businesses, and some investors worry that we're in the midst of an AI bubble, which may be overinflating the valuations of AI stocks.

Still, if Goldman Sachs' prediction comes true, it's not hard to justify SpaceX's current valuation of $2 trillion. Just remember that there will be plenty of execution, financing, and timing risks involved.

NEW YORK, July 11, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Alibaba Group Holding Limited (NYSE: BABA) resulting from allegations that Alibaba may have issued materially misleading business information to the investing public.

SO WHAT: If you purchased Alibaba securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. The Rosen Law Firm is preparing a class action seeking recovery of investor losses.

WHAT TO DO NEXT: To join the prospective class action, go to https://rosenlegal.com/cases/alibaba-group-holding-limited/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

WHAT IS THIS ABOUT: On June 24, 2026, Financial Times published an article entitled "Anthropic accuses Alibaba of obtaining illicit access to Claude". The article stated that Anthropic has "accused Chinese ecommerce giant Alibaba of obtaining illicit access to Claude by creating fake accounts designed to access the AI model which the American company does not offer to Chinese groups."

On this news, Alibaba American Depositary Shares ("ADS") fell 2.7% on June 24, 2026.

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

New York, New York--(Newsfile Corp. - July 11, 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.

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304872

Source: The Rosen Law Firm PA

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Kraft Heinz is rated Strong Buy, offering a compelling risk/reward setup with high dividend yield and deep undervaluation. KHC's technical momentum has turned positive since June, with a recent golden cross formation and technical supply/demand indicators supporting upside potential. The 6.4% dividend and 13.3% free cash flow yield at $25/share provide attractive defensive income generation.

Lam Research has outperformed, surging over 120% in seven months versus the benchmark's 11%. LRCX now trades at a 62x forward P/E, a significant premium to peers at 25x, raising valuation concerns. Despite strong demand growth in wafer-fabrication and etching markets, much of the upside may be priced in.

CVLT SHAREHOLDER NOTICE: Faruqi and Faruqi, LLP Reminds Commvault (CVLT) Investors of Securities Class Action Lawsuit Deadline on July 17, 2026

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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.

Shares of Oklo (OKLO 0.95%) sank 27% in the first half of 2026, according to data from S&P Global Market Intelligence. The nuclear reactor upstart is seeing enthusiasm for the sector wane after a monstrous run in 2025. It is also taking advantage of its high price to sell more shares to raise funds. Even though shares are up 386% in the last five years, they are still down 71% from the highs set back in 2025.

Here's why Oklo stock has fallen so far this year, and whether now is a good time to buy the dip.

Today's Change

(

-0.95

%) $

-0.47

Current Price

$

48.80

Major dilution and long timeline to commercialization Oklo is a research firm working to bring new nuclear reactor designs to market. It has a design for a reactor called the Aurora Powerhouse, which it wants to sell for direct electricity generation in data centers and industrial use cases, keeping these electricity-intensive systems from burdening the grid that powers homes and consumer use cases.

The problem is, Oklo's reactor design has not yet been approved by the Nuclear Regulatory Commission (NRC) in the United States, which means it is still likely years away from building the Aurora Powerhouse for clients. It is working on radioisotope production and nuclear fuel recycling, but these are subscale opportunities compared to actually building and operating nuclear reactors.

With no revenue today, Oklo is burning cash and has had to raise capital to shore up its balance sheet. To do so, it has sold shares of its common stock, a dilutive strategy that typically puts pressure on the share price. Shares outstanding have more than doubled in the last few years. Free cash flow is now negative $154 million over the last twelve months, the worst cash burn in the company's history.

On top of the specific business concerns, Oklo was a major beneficiary of the hype cycle for nuclear energy stocks tied to artificial intelligence (AI) electricity needs. Now, this hype is beginning to fade, causing stocks like Oklo to fall in 2026.

Image source: Getty Images.

Should you buy the dip? The positive thing for investors is that Oklo had over $2 billion in cash and equivalents on its balance sheet at the end of Q1, and likely an even higher figure at the end of Q1. This will give it many years of runway to secure its reactor design approval before running out of funds.

On a negative note, nuclear energy has and will likely continue to be a tough sector to operate in. The industry moves slowly, making it tough for a start-up like Oklo to bring a new product to market in a timely manner. With a market cap still at $8.5 billion and no revenue, Oklo stock is likely one you shouldn't buy the dip on this year.

Nvidia (NVDA +3.90%) is up by 12% year to date, and yet it has gotten a lot cheaper. If a company's earnings growth outpaces its recent stock gains, that stock presents a more compelling valuation for new investors.

It doesn't mean long-term investors got robbed. Nvidia has still outperformed the S&P 500 so far this year. However, the reduced valuation suggests Nvidia can rally even higher, especially if it releases solid earnings near the end of August.

Image source: Getty Images.

How the forward P/E ratio is calculated The forward P/E ratio doesn't just look at a stock's current price and earnings. This metric estimates how much a company's earnings will grow in the upcoming year, indicating what the P/E ratio would look like if the stock's price stayed flat.

Today's Change

(

3.90

%) $

7.90

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$

210.68

For instance, a company with a $1,000 stock price and a $40 EPS has a P/E ratio of 25. However, if this same company is expected to grow its EPS by 25% next year, it would wind up with a $50 EPS. This forecast hasn't happened yet, so it won't show up in the current P/E ratio.

However, the forward P/E ratio includes this projected growth rate, resulting in an anticipated $50 EPS. Then, the forward P/E ratio becomes 20 in this example.

If this hypothetical stock delivered gains below 25% over the past year, then its forward P/E ratio would have dropped even if the stock price went up.

How this applies to Nvidia Even though the stock is up by roughly 12% this year, the company's forward P/E ratio has dropped to 23.2. This same metric was closer to 40 at the end of July 2025.

The simple answer is that Nvidia's net income growth rate has outpaced its stock gains. Net income more than tripled year over year in Nvidia's fiscal 2027 first quarter. When such a large gap exists between earnings growth and stock gains, a company's forward P/E ratio can drop considerably.

Nvidia's guidance suggests that these types of growth rates will continue. A projected $91 billion in fiscal 2027 second-quarter revenue implies more than 10% sequential sales growth. Higher sales growth translates into an elevated EPS projection, which produces a lower forward P/E ratio.

Investors shouldn't just look at metrics like revenue, profits, and forward P/E ratios when assessing stocks. However, combining Nvidia's vast competitive moat in the critical AI chip industry with those metrics makes the stock look compelling.

AbbVie (ABBV 0.73%) is listed as a Dividend King, but in fairness, it has only been a stand-alone company since it was spun off from Abbott (ABT 0.46%) at the start of 2013. AbbVie hasn't been around for the 50 years required to qualify as a Dividend King; instead, it has inherited Abbott's track record. Still, it has increased its dividend annually since the spin-off.

So the real story is what AbbVie has been doing to maintain its place among the Dividend Kings. The most recent answer to that is to agree to buy Apogee Therapeutics (APGE +0.06%). Here's why that's so important for the future.

Image source: Getty Images.

AbbVie has a strong portfolio, for now AbbVie has a strong portfolio of drugs. Biologics are a big part of its business, with Humira, Skyrizi, and Rinvoq all notable products. The interesting thing about this trio is that Humira lost patent protection in 2023, leading to a decline in its revenues. But Skyrizi and Rinvoq are newer drugs and helping to pick up the slack. This is how the pharmaceutical sector works: companies like AbbVie are always on the lookout for new drugs to replace older ones that will eventually lose patent protection.

The purchase of Apogee Theraputics brings with it a number of attractive drug candidates. AbbVie highlighted zumilokibart, a late-stage drug for atopic dermatitis, in its release. This is a core therapeutic area for AbbVie. But the release also noted Apogree's pipeline of drugs in the respiratory space, which could help to build AbbVie's presence in this area.

Today's Change

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Simply put, this $10.9 billion deal highlights AbbVie's ability to support its drug pipeline, which is what will allow it to maintain its Dividend King status over time. What's interesting here, and sets AbbVie apart from most of its competitors, is that the company also makes Botox, which was an acquired product as well. Botox is off-patent, but it has an important brand name in the cosmetic space. That gives the company a consistent revenue stream, which is unusual in the drug space. And it makes Botox a good example of AbbVie's ability to make strong acquisitions.

Is AbbVie a dynasty in the making? Some of the world's best-known drug companies have been in business for over 100 years. AbbVie obviously isn't at that point yet. However, the Apogee Therapeutics acquisition shows, again, why it can compete with much older drug-makers. With an attractive 2.7% dividend yield, AbbVie is a worthwhile deep dive for conservative dividend lovers who think in decades.

NEW YORK, July 11, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the “Class Period”). 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 31, 2026.

SO WHAT: If you purchased Insulet 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 Insulet class action, go to https://rosenlegal.com/cases/insulet-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 31, 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. 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 made false and/or misleading statements and/or failed to disclose that: (1) Insulet’s manufacturing controls and procedures were defective; (2) 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 (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 Insulet class action, go to https://rosenlegal.com/cases/insulet-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.

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

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

Space Exploration Technologies (SPCX 4.51%) entered the Nasdaq-100 index on July 7, and investors will hope it provides additional support for an already successful initial public offering (IPO). But what does the index inclusion really mean, and what can SpaceX investors expect in the future?

Where next for SpaceX? The Nasdaq-100 index inclusion does matter. It triggers forced passive buying of the stock by funds (including exchange-traded funds, or ETFs) that track the Nasdaq-100 index. In addition, many actively managed funds may invest only in stocks listed in the Nasdaq-100 index, and others may require holdings in SpaceX stock to meet their fund's weighting requirements. All of this is likely to provide some support for the share price.

Image source: Getty Images.

While this will occur, investors also need to be mindful of periodic bouts of selling as SpaceX's lock-up expiry dates approach. Digging into the company's Securities and Exchange Commission (SEC) filings makes it clear that the potential for periodic supply hitting the market is real. For reference, around 639 million shares were sold at IPO, and SpaceX has 13.17 billion shares outstanding.

Lock-Up Expiry Date

Shares

Notes

Two days after the next earnings release

Up to 911.5 million

N/A

Two days after the next earnings release

Up to 455.8 million additional shares

Contingent on the share price being more than 30% of the IPO price of $135 "for at least five of the 10 consecutive trading days ending on, and including, the First Earnings Release Date, the second full trading day immediately after the First Earnings Release Date."

Aug. 20

Up to 319 million

N/A

Sept. 9

319 million

N/A

Sept. 10

59.1 million

Shares held by "affiliates"

Sept. 24

328.4 million

N/A

Oct. 9

328.4 million

N/A

Oct. 24

328.4 million

N/A

Two days after the third-quarter earnings release

Up to 1.3 billion

N/A

Dec. 8

Up to 328.4 million or up to 797.6 million

The lower figure is released as outlined, and the upper figure is not

Data source: Space Exploration Technologies SEC filings.

As you can see, significantly more shares could come to market than were sold at IPO, and that could prove more impactful than the Nasdaq-100 listing.

Lee Samaha 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.

CrowdStrike Holdings (CRWD 5.85%) has been a winner for investors in recent years -- over the past three, it's soared more than 400%. This is as the cybersecurity giant has increased revenue and benefited from renewed interest in keeping systems, networks, and data safe. In a world where artificial intelligence (AI) is more regularly used, threats are multiplying, and customers are turning to CrowdStrike for protection.

The company also demonstrated its strength and the fidelity of its customers by facing an enormous challenge two years ago -- the world's biggest information technology outage -- and going on to grow. CrowdStrike recently announced record new annual recurring revenue and record free cash flow.

So it's no surprise that CrowdStrike stock continued its gains into this year and now is up 69% for 2026. With a stock price trading at more than $700 just a few months ago, the company announced a stock split -- a move to bring down the per-share price -- and completed the operation at the start of this month.

At the new, lower price, is CrowdStrike a buy? Let's find out.

Image source: Getty Images.

What's a stock split? First, a quick note about stock splits. While they do bring the per-share price down, they don't alter the total value of the company or anything fundamental. The purpose is to make a particular stock more accessible to a wider range of investors -- those who may not have several hundred dollars or a thousand dollars to invest. Fractional shares exist, but they aren't available at every brokerage, so they may not be an option for some investors.

A stock split involves offering more shares of a particular stock to current shareholders. This brings down the value of each share, but the value of the shareholder's entire holding remains the same. The change in the price depends on the ratio of the split.

CrowdStrike completed a 4-for-1 split on July 2, bringing the stock down to about $190.

Since stock splits don't change fundamentals, they don't actually make a stock cheaper in terms of valuation -- so if you consider a stock pricey right before such a move, it will continue to be pricey after the operation.

Today's Change

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186.80

Stock splits and performance All of this means that, though stock splits may make it easier to get in on a certain stock, they aren't a reason to buy -- and therefore, they don't have any real impact on stock performance. That said, when management decides on a split, it suggests confidence about the future, with the idea that the stock may go on to gain again from its new lower price. So we might see this as positive as long as the rest of the picture is bright.

CrowdStrike's one big weakness is that the stock is expensive, trading at 161x forward earnings estimates. But in certain cases, when considering high-growth tech stocks, it may be worth looking beyond valuation: These metrics don't measure growth a few years down the road, and this could change the whole picture.

A key transition point for CrowdStrike CrowdStrike is a particularly good example of this because the company may be in the early stages of its growth. Today, the cybersecurity market has reached a period of transition, as I mentioned briefly above. The proliferation of AI is fantastic in many ways, but one negative aspect is that it's leading to additional cybersecurity threats.

A low single-digit percent of organizations have a significant cybersecurity strategy right now, according to CrowdStrike. This opens up an enormous growth opportunity for the cybersecurity giant.

Meanwhile, CrowdStrike also benefits from AI as it incorporates the technology in its Falcon cybersecurity system, so that it can better anticipate threats and offer a solution that's perfectly adapted to each customer's needs. Falcon offers many modules, each specializing in a certain area, and module adoption rates have been strong. For example, the adoption rate for six or more modules climbed to 51% in the latest quarter.

So, is CrowdStrike a buy now? If you're a value investor, the pricey nature of this stock means it's not the right choice for you. But if you're a growth investor who doesn't mind looking a few years down the road to revenue growth potential, CrowdStrike is a great stock to buy and hold.

Vertex’s Crinetics Deal Balances Growth with Integration RiskVertex Pharmaceuticals NASDAQ: VRTX said it has entered into a definitive agreement to acquire Crinetics Pharmaceuticals for $85 per share in cash, a transaction Vertex executives described as a strategic expansion into specialty endocrinology.

On a conference call announcing the deal, Vertex CEO and President Dr. Reshma Kewalramani said the transaction has a total equity value of about $10 billion, or $8.8 billion net of estimated cash acquired. She said Crinetics brings two lead endocrine assets that Vertex believes could generate more than $5 billion in combined peak annual sales: PALSONIFY, an approved oral therapy for acromegaly, and atumelnant, an investigational therapy in pivotal development for congenital adrenal hyperplasia, or CAH.

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CRISPR Therapeutics Gains After Earnings as Pipeline Hope Grows“Crinetics is an excellent strategic fit for Vertex,” Kewalramani said, citing the company’s focus on serious diseases, specialty markets, well-understood biology and potentially best-in-class medicines.

PALSONIFY Seen as Blockbuster Opportunity Kewalramani said PALSONIFY is the first and only once-daily oral therapy for adults with acromegaly, a rare hormonal disorder caused by excess growth hormone. She said the drug was launched in the U.S. in October 2025 and was more recently approved by the European Medicines Agency.

How Royalty Pharma Prints Cash Without Biotech's Biggest RisksVertex executives emphasized that many patients with acromegaly continue to need lifelong medical therapy after surgery. Kewalramani said current injectable somatostatin receptor ligands can be inconvenient, painful and associated with low patient compliance.

In Phase 3 data discussed on the call, Kewalramani said 83% of patients switching from injectable therapies maintained IGF-1 levels within the normal range on PALSONIFY, compared with 4% on placebo. In a separate study that included treatment-naive patients and others who had stopped prior treatment, 56% of PALSONIFY-treated patients achieved IGF-1 normalization, compared with 5% on placebo.

Duncan McKechnie, Vertex’s executive vice president and chief commercial officer, said PALSONIFY generated $10.3 million in net product revenue in the first quarter of 2026, based on data previously disclosed by Crinetics. He said the product achieved a 40% to 50% share of new-to-brand prescriptions in its second quarter of launch, with uptake across pituitary centers and community endocrinologists.

McKechnie said payer coverage currently stands at 60% through formal coverage or medical exceptions, and Crinetics has indicated it is on track to reach 75% coverage by the third quarter of 2026.

Atumelnant Positioned for CAH and Cushing’s Syndrome Vertex also highlighted atumelnant, a once-daily oral ACTH receptor antagonist currently enrolling patients in a Phase 3 CAH study. Kewalramani said classic CAH affects about 17,000 people in the U.S. and more than 15,000 outside the U.S.

She said patients with CAH require lifelong glucocorticoid therapy, often at high doses, to manage androgen excess. That creates what Vertex described as a dual burden: androgen-related complications and the long-term consequences of supraphysiologic glucocorticoid exposure.

McKechnie said Phase 2 data from the TouCAHn study showed a 67% reduction from baseline in mean A4 androgen levels, even as glucocorticoid dosing was tapered. He said 87% of patients achieved physiologic glucocorticoid dosing while A4 reduction was maintained.

“We believe atumelnant achieves the previously unattainable holy grail of CAH management,” McKechnie said, describing the ability to normalize androgen levels while allowing physiologic glucocorticoid dosing.

Kewalramani also pointed to potential use in ACTH-dependent Cushing’s syndrome, where atumelnant is in Phase 2 development. She said early study data showed rapid lowering of urine-free cortisol, including normalization in five of six patients in an 80 mg cohort while on physiologic glucocorticoid doses.

Financial Terms and Closing Timeline Charles Wagner, Vertex’s executive vice president and chief operating and financial officer, said Vertex expects to finance the acquisition with cash on hand and debt supported by $4.5 billion of fully committed bridge financing.

The transaction is subject to customary closing conditions, including approval by Crinetics shareholders and regulatory approvals. Vertex currently expects the deal to close in the third quarter of 2026.

Wagner said the acquisition is expected to have a modest impact on 2026 revenue and non-GAAP operating expenses, assuming the anticipated closing timeline. Vertex plans to provide updated 2026 guidance at closing. He added that the transaction is expected to be accretive to non-GAAP operating income in 2029.

Wagner said endocrinology will become Vertex’s fifth disease-area pillar, alongside cystic fibrosis, heme, acute pain and renal disease. He cited Vertex’s current marketed and pipeline products, including ALYFTREK, TRIKAFTA, CASGEVY, JOURNAVX and povetacicept, while saying Crinetics adds an on-market endocrine product and a pivotal-stage program.

Executives Address Deal Premium and Development Risks During the question-and-answer portion of the call, analysts asked about the transaction price, the peak sales outlook and safety considerations for atumelnant.

In response to a question from Michael Yee of UBS about the acquisition premium, Wagner said Vertex sees “a lot of intrinsic value” in Crinetics, pointing to the potential for best-in-class products and more than $5 billion in peak sales. He said the valuation was roughly 2 times peak sales, which he described as in line with other deals involving high-quality commercial or near-commercial assets.

Asked about liver safety for atumelnant, Kewalramani said Vertex reviewed the available data across CAH and ACTH-dependent Cushing’s syndrome. She said the company saw a handful of minor liver function test elevations, with no cases involving both liver function tests and bilirubin, and that most resolved without intervention while patients continued therapy.

Vertex executives said they do not expect the acquisition to change the company’s capital allocation strategy, which remains focused on internal and external innovation. Kewalramani said the timing of the deal reflects the availability of the company, the maturity of the data and Vertex’s view that it can support PALSONIFY’s global launch and prepare for atumelnant’s potential commercialization.

About Vertex Pharmaceuticals NASDAQ: VRTXVertex Pharmaceuticals Inc is a Boston-based biotechnology company focused on the discovery, development and commercialization of therapies for serious diseases. Founded in 1989, Vertex built its reputation on research-driven drug development and is best known for its work in cystic fibrosis (CF), where its portfolio of small-molecule CFTR modulators transformed standards of care for many people with the disease. The company operates research and development, manufacturing and commercial organizations and serves patients and healthcare systems in multiple international markets.

Vertex's marketed products center on CFTR modulators that target the underlying cause of cystic fibrosis rather than just treating symptoms.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected].

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New York, New York--(Newsfile Corp. - July 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of AeroVironment, Inc. (NASDAQ: AVAV) between June 25, 2025 and March 10, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

SO WHAT: If you purchased AeroVironment 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 AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-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 July 27, 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 litigate 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: (1) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the U.S. Space Force's Satellite Communication Augmentation Resources ("SCAR") program and the U.S. Space Force's ongoing efforts to modernize the Satellite Control Network ("SCN"); (2) accordingly, defendants overstated AeroVironment's business and financial prospects; 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 AeroVironment class action, go to https://rosenlegal.com/cases/aerovironment-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/304803

Source: The Rosen Law Firm PA

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