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Broadcom (NASDAQ: AVGO | AVGO Price Prediction) and Marvell Technology (NASDAQ: MRVL) both just delivered AI-fueled quarters, but the businesses behind the tickers look nothing alike.

Broadcom is a $1.76 trillion platform pairing custom silicon with VMware software. Marvell is a focused data center specialist leaning into optics and interconnects. Both reported AI acceleration. Only one has scale to match the hype.

Custom XPUs Carry Broadcom. Optics Carry Marvell. Broadcom’s Q2 FY2026 landed with $22.19 billion in revenue, up 47.87% year over year, with non-GAAP EPS of $2.44. The real story sits inside semiconductors.

AI silicon revenue reached $10.8 billion, growing 143%, driven by custom AI accelerators (XPUs) and Ethernet networking silicon sold to a small group of hyperscalers. CEO Hock Tan told investors “the momentum continues and in Q3 we expect semiconductor revenue from AI to grow over 200% year-over-year to $16.0 billion.” That is a bold call for one quarter.

Marvell’s Q1 FY2027 came in at $2.418 billion, up 27.57%, with the data center segment now 76% of revenue at $1.83 billion.

CEO Matt Murphy pointed to “exceptional AI-related bookings” across 800G and 1.6T scale-out optics, 51.2T Ethernet scale-out switches, scale-up optical solutions for NPO and CPO applications, scale-across datacenter interconnect modules, and custom XPU and XPU-attach solutions. Translation: Marvell wants to own the wiring between accelerators.

Scale vs. Specialization Business Driver Broadcom Marvell Main growth engine Custom AI XPUs and Ethernet 800G/1.6T optics, DCI, XPU-attach AI mix of revenue $10.8B AI semis $1.83B data center Software leg VMware, $7.18B None Next quarter guide $29.4B, +84% YoY $2.7B, ~35% YoY Broadcom’s 46% free cash flow margin and 69% adjusted EBITDA margin let it fund a growing dividend and a $10 billion buyback authorization.

July 16 is the Final Day to Tap Into the Lithium Boom (sponsor)
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Here's why you should do the same before their July 16 investment deadline: lithium prices are up 75% this year, with demand projected to grow a staggering 5X by 2040.

With tech that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become a private-stage EnergyX investor before the July 16 deadline.

Marvell is spending differently: it closed acquisitions of Celestial AI and XConn Technologies in February 2026, and raised $2 billion in convertible preferred. The tradeoff showed up in GAAP net income, which fell 80.61% on a $331.8 million contingent consideration charge. Growth by M&A is not free.

What I’m Watching Next Broadcom needs to actually hit that $16 billion AI number in Q3. Since the June 3 report, AVGO has fallen 22.5% to $370.78, suggesting investors are pricing in real execution risk.

Marvell, by contrast, is up 16.1% since its May 27 earnings report, helped by S&P 500 inclusion. I want to see whether Murphy can convert 800G optics bookings into sustained gross margin inside the guided 58.25% to 59.25% range.

Why I Lean Broadcom for Quality, Marvell for Torque If you want durable AI exposure with a software cushion and a real dividend, Broadcom is the cleaner story to me. The cash flow is enormous, and analyst targets sit at $523.73 versus today’s price, with 44 buy ratings. I stay skeptical of the 200%+ AI guide until we see it.

If you want higher variance and can stomach dilution, Marvell fits a turnaround-plus-growth profile better, especially with a P/E near 85 that only works if optics scale as promised. The two stocks suit different risk appetites rather than a combined position.

Meet America's Newest $1b Unicorn (Sponsor) A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; but only until July 16.

Over 50,000 people already have, along with global giants like General Motors and POSCO.

Here's why there's so much interest: EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That's a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7/16 investment deadline.

Contact [email protected] for any questions or corrections.

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© Courtesy of Wendy's via Facebook

Wendy’s (NASDAQ:WEN | WEN Price Prediction) and McDonald’s (NYSE:MCD) both dropped Q1 2026 results that flipped the usual narrative. The smaller chain is a coiled turnaround story with heavy short interest, while the giant is grinding through margin pressure at scale. Comparing them now captures two very different fast-food realities.

Traffic Cratered at Wendy’s. McDonald’s Kept the Line Moving. Wendy’s beat on the top and bottom line, posting EPS of $0.12 on revenue of $540.64 million, but the win was mechanical. U.S. same-restaurant sales collapsed 7.8% and company-operated margin compressed 340 basis points to 11.4%. That is a business bleeding traffic while franchise fees paper over the gap.

McDonald’s, meanwhile, reported EPS of $2.83 on $6.52 billion in revenue, with global comps up 3.8% and U.S. comps up 3.9% on real check growth. Loyalty sales cleared $9 billion in the quarter alone. Execution here is boring in the best way.

A Meme-Fueled Turnaround Versus a Grinding Blue Chip Lens Wendy’s McDonald’s Core Bet Project Fresh, Biggie value platform, 1,000 stores in China Value leadership plus loyalty scale across 70 markets Leadership Interim CEO Ken Cook; Trian circling Chris Kempczinski executing “Accelerating the Arches” Key Vulnerability U.S. traffic collapse, 146 net closures Inflation on company-owned margins, restructuring through 2027 Ken Cook framed the moment plainly: “Our first quarter results reflect a business in the early stages of a turnaround.” The optionality is real. A 1,000-restaurant China agreement and a refreshed premium hamburger lineup give bulls something to chew on. Retail has noticed. Reddit sentiment peaked at 82 in late June, with one r/wallstreetbets post pulling 2,267 upvotes.

McDonald’s has no such spark. Insiders were net sellers across 12 recent transactions, and social sentiment sits at a tepid 45. Shares are down 6.52% year to date.

The Next Test Is Whether Project Fresh Sticks I want to see U.S. comps stop the bleeding when the new chicken tenders launch in Q3. Wendy’s reaffirmed $460 to $480 million in adjusted EBITDA and $0.56 to $0.60 in adjusted EPS for 2026. For McDonald’s, keep an eye on U.S. company-owned margins and the 22.0% tax rate that is quietly eating into reported earnings.

Why I Lean Toward Wendy’s for the Trade, Not the Long Haul Personally, I find Wendy’s more interesting right here. The stock is up 15.95% over the past month, short interest is stretched, and Trian’s involvement adds catalyst risk in the bulls’ favor. The AI-model target of $11.02 implies real upside if Project Fresh gains traction. That said, a 7.8% comp decline is not something I want to own for years. McDonald’s suits a defensive, dividend-focused reader better, with its $282.21 share price near lows and a 2.55% yield. If you want steady compounding, Big Mac wins. If you want the squeeze setup, Wendy’s is the ticket.

Meet America's Newest $1b Unicorn (Sponsor) A US startup just passed a $1 billion private valuation, joining billion-dollar private companies like OpenAI and ByteDance. Unlike those other unicorns, you can invest in EnergyX right now; but only until July 16.

Over 50,000 people already have, along with global giants like General Motors and POSCO.

Here's why there's so much interest: EnergyX's patented tech can recover up to 3X more lithium than traditional methods. That's a big deal, as demand for lithium is expected to 5X current production levels by 2040. Become an early-stage EnergyX shareholder before the 7/16 investment deadline.

Contact [email protected] for any questions or corrections.

The S&P 500 index (^GSPC +0.42%) has a tiny little 1% yield today. Novo Nordisk (NVO +1.25%) is offering a 3.5% yield. Realty Income's (O +0.30%) yield is 5%. And Enterprise Products Partners' (EPD 0.05%) yield is an even higher 5.9%. Here's why you'll find each of these high-yield stocks attractive as the second half of 2026 gets underway.

Novo Nordisk is betting on volume Novo Nordisk's trailing 12-month dividend payout ratio is a solid 40%. That's important because the drugmaker is currently facing some headwinds. Or, more to the point, its business is in transition. It was first to market with a GLP-1 weight-loss shot, but quickly lost its lead to Eli Lilly (LLY 2.30%). That said, it beat Eli Lilly to market with a GLP-1 pill, and its pill appears to perform better than Eli Lilly's pill.

Image source: Getty Images.

This development gives Novo Nordisk a chance to regain market share in this hot drug niche. The uptake of Novo Nordisk's Wegovy GLP-1 pill has been dramatically faster than that of its shot, so the early indications are good. The only problem is that prices are coming down, which is weighing on revenues and earnings.

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However, lower prices are actually a part of the plan. The company believes that volume will more than offset lower pricing as more people take GLP-1 drugs to lose weight. And given how widespread weight issues are, there's likely to be enough room in the market for more than one player. Buying Novo Nordisk while it is unloved and yielding a historically high 3.5% could be a wise move in the second half for contrarian types.

Realty Income is built to pay reliable dividends Realty Income is the largest net lease real estate investment trust (REIT), with over 15,500 properties. A net lease requires the tenant to pay for most property-level operating costs, thereby reducing the landlord's costs and risks. But that's not the only positive: the REIT's large portfolio provides significant diversification. It owns properties across North America and Europe and invests in retail and industrial assets, as well as other one-off property types, such as casinos and data centers.

Realty Income has long been run conservatively, as evidenced by its 31-year streak of annual dividend increases and investment-grade credit rating. The downside is that it is a very large company, so growth is likely to be slow. However, with a lofty 5% dividend yield, most income investors probably won't mind. It is a tortoise, but it can provide a solid foundation for your dividend portfolio in the back half of 2026.

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Enterprise Products Partners is a toll taker Given the impact of the geopolitical conflict in the Middle East on energy prices, it may seem odd to suggest an energy stock as a reliable dividend payer. But oil prices have always been volatile, and Enterprise Products Partners, one of the largest midstream businesses in North America, hasn't seemed to notice. In fact, its distribution has been increased annually since it went public roughly 27 years ago.

The key is that this master limited partnership (MLP) owns energy infrastructure and charges fees to energy companies for using it. It's a toll-taker model, and the volume moving through Enterprise's system is more important than oil prices. Notably, the MLP's distributable cash flow covers its distribution by a very comfortable 1.7x. The risk of a distribution cut is pretty low.

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In fact, the conflict in the Middle East may actually help Enterprise over the long term. Countries and companies may reconsider energy security and pivot to regions with greater economic and political stability, such as North America. This 5.9% yield could be more attractive than you think, even as oil prices fall back from their highs as the second half gets underway.

Three high-yield stocks to look at right now Novo Nordisk will probably interest investors who like buying out-of-favor stocks. Realty Income will appeal to conservative income investors. And Enterprise is a solid energy stock if you are looking for income and don't want to take on commodity risk. All three are worth a deep dive as we move into the second half of 2026.

New York, New York--(Newsfile Corp. - July 11, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against PicS N.V. ("PicS" or the "Company") (NASDAQ: PICS) on behalf of all persons or entities who purchased PicS Class A common stock in and/or traceable to PicS' initial public offering ("IPO") on or around January 30, 2026.

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If you are an investor in PicS and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003.

DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than August 4, 2026 to serve as a lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery.

On or around January 30, 2026, PicS concluded its IPO, selling approximately 22.9 million shares of Class A common stock at $19 per share.

On March 19, 2026, less than three months after the IPO, PicS released its fourth quarter and full year 2025 financial results, which ended December 31, 2025 - before the IPO. The Company revealed that in December 2025, as part of the Company's "annual review of expected credit loss parameters," the Company had "implemented a stricter policy to accelerate the classification of renegotiated non-performing exposures from Stage 2 to Stage 3." Consequently, "R$590 million of Stage 2 portfolio balances were reclassified to Stage 3, resulting in an ECL increase of R$88 million in the quarter." Stage 3 is the Company's highest risk category for its credit portfolio, or "credit impaired."

On March 19, 2026, the price of PicS shares fell $3.56 per share, or 22.5%, to close at $12.27 per share.

The complaint alleges, among other things, that in connection with the IPO, Defendants made false and/or misleading statements and/or failed to disclose that "(a) that PicS had conducted an evaluation of its credit evaluation procedures in December 2025 and determined that such procedures were deficient and in need of enhancement; (b) that, as a result of the new procedures the Company had implemented in December 2025, PicS had reclassified approximately R$590 million of exposures previously classified as Stage 2 to Stage 3, leading to an incremental ECL charge of R$88 million in the three months ended December 31, 2025; (c) that PicS had experienced a heightened, but unreported, Stage 3 formation rate of more than 7% in the fourth quarter of 2025 that deviated substantially from the historical results and trends provided in the Offering Documents; (d) that the Offering Documents had materially overstated the quality and ability of the Company's credit models and user data to inform the Company's underwriting practices and to allow PicS to timely and effectively monitor, assess, and identify adverse credit events, credit risks, and credit deterioration across its portfolio; and (e) that PicS suffered from degradations in customer credit quality and heightened risks of default and loan impairment as a result of its entrance into materially riskier business lines leading up to the IPO, resulting in undisclosed adverse financial and operational trends such as heightened incidents of default, which predated the IPO and were internally projected by PicS to continue to worsen following the IPO, materially impairing the Company's business, operations, and financial results."

The complaint alleges that as of June 4, 2026, PicS Class A common stock fell to a low of less than $9 per share, representing a more than 50% decline from the $19 per share IPO price.

WHY CONTACT KAPLAN FOX?

Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented.

Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America—the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act—$800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch.

For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes.

If you have any questions about this Notice, your rights, or your interests, please contact:

Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

https://www.kaplanfox.com/case/pics-n-v-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304525

Source: Kaplan Fox & Kilsheimer LLP

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Century Communities faces revenue and profitability declines due to housing affordability and economic weakness, yet the stock has outperformed the S&P 500. CCS is not cheap relative to peers, but the current valuation is not excessive given the potential for a long-term housing shortage-driven recovery. Management has revised home delivery guidance lower, and backlog, new orders, and average prices have all declined, reflecting ongoing market headwinds.

Brixmor Property Group remains a buy for durable income and steady growth, supported by strong tenant demand and leasing momentum. BRX delivers strong same-property NOI growth, driven by rent growth and robust leasing spreads, with a 27% blended cash rent spread. The $67M signed-not-open pipeline and $78M in redevelopment projects, with attractive incremental returns, underpin continued NOI and FFO expansion.

As dining habits shift in 2026, investors must weigh the high-growth potential of Shake Shack (SHAK +4.05%) against the steady, cash-generative powerhouse that is Texas Roadhouse (TXRH +1.31%) to determine the better buy.

Shake Shack excels as a fast-casual leader, focusing on premium ingredients and a modern digital experience. Conversely, Texas Roadhouse dominates casual dining with a massive, mostly company-operated network of steakhouses. While both navigate rising costs, they offer distinct risk-reward profiles for investors seeking exposure to the restaurant industry.

The case for Shake ShackShake Shack operates in the fast-casual space, selling premium burgers, chicken, and its namesake shakes to an urban-centric customer base. Its footprint includes 390 company-operated locations and 289 licensed units across the United States and several international hubs. The company relies on a single national broadline distributor for nearly 95% of its ingredients, and such customer concentration adds a layer of risk to the business.

In FY 2025, revenue reached nearly $1.5 billion, representing approximately 15% growth over the prior year. The company reported net income of just over $45.7 million. This result reflects a net margin of roughly 3.2%, up from 0.8% in the previous fiscal year.

On its FY2025 balance sheet, the debt-to-equity ratio is roughly 1.7x, representing total debt relative to what shareholders own in the business. Free cash flow, calculated as cash from operations minus capital spending, was  $56.5 million for the fiscal year.

The case for Texas RoadhouseTexas Roadhouse operates a large-scale casual dining system primarily consisting of its flagship steakhouse brand. The company operates a portfolio that includes Bubba’s 33 and Jaggers, though the namesake steakhouse remains the primary engine among consumer discretionary stocks in the dining space. As of late 2025, the system included 816 restaurants, with a heavy focus on company-operated locations rather than a pure franchise model.

In FY 2025, total revenue reached nearly $5.9 billion, a growth rate of approximately 9.5% compared to the previous year. Net income for the period was close to $405.6 million. This generated a net margin of roughly 6.9%, showing a slight decrease from the 8.1% net margin reported in 2024.

In its December 2025 balance sheet, the debt-to-equity ratio is roughly 1.3x. The current ratio is approximately 0.5x, suggesting the company maintains a leaner cushion for immediate obligations. For the same fiscal period, free cash flow was about $342 million, providing significant cash to fund operations and expansion.

Risk profile comparisonSupply chain concentration is a primary concern for Shake Shack, as the company relies on a single distributor and a limited pool of beef processors. It also faces operational risks from licensed units where it lacks day-to-day control over brand standards. Finally, the rapid expansion of digital ordering via platforms such as kiosks increases exposure to potential data breaches and cybersecurity threats.

Commodity cost inflation poses a significant threat to Texas Roadhouse, as its profitability is highly sensitive to fluctuating beef prices. The business also carries geographic concentration risk, with approximately 21% of company-operated restaurants located in Texas and Florida. Furthermore, persistent labor market pressures and rising wages could strain operating margins if the company cannot retain enough qualified personnel.

Valuation comparisonTexas Roadhouse trades at a lower earnings multiple, while Shake Shack appears more attractive based on its total revenue relative to market value.

MetricShake ShackTexas RoadhouseSector BenchmarkForward P/E52.4x29.6x93.3xP/S ratio1.6x2.1xn/aSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

In the current ‘K-shaped’ economic environment in the U.S., where the wealthy continue to see their situation improve while the average consumer feels squeezed, affordable dining options like Texas Roadhouse and Shake Shack are a good place to look for restaurant investments.

While the U.S. economy continues to grow, Texas Roadhouse’s customer remains somewhat wary of increasing spending. The company reported labor and food cost inflation that outpaced the growth in foot traffic. That suggests some weakness for the chain. Texas Roadhouse’s locations are overweighted in Texas and Florida, the latter of which is particularly sensitive to consumer spending cuts during tight economic times.

Shake Shack, meanwhile, reported that foot traffic to locations increased for the third-straight quarter in the first quarter of 2026. The company is pushing a ‘We Really Cook’ campaign designed to differentiate the chain from others through its commitment to fresh ingredients and on-site cooking.

For 2026, analysts expect Shack Shake sales to grow neaerly 16%, though with roughly the same net income. Texas Roadhouse, on the other hand, is seen growing sales by about 11%, and while net income will grow, it won’t keep pace with revenue, so the overall net margin should decline.

Shake Shack’s growth is appealing, and while its forward price-to-earnings ratio is a premium, its lower price-to-sales ratio suggests there is value to capture for a long-term investor compared to Texas Roadhouse.

HomeDividends AnalysisDividend Quick Picks

SummaryThis article is part of our monthly series where we highlight five large-cap, relatively safe, dividend-paying companies offering significant discounts to their historical norms.We go over our filtering process to select just five conservative DGI stocks from more than 7,500 companies that are traded on U.S. exchanges, including OTC networks.In addition to the primary list that yields 4.1%, we present two other groups of five DGI stocks each, from moderate to high yields of up to 8%.Looking for a portfolio of ideas like this one? Members of High Income DIY Portfolios get exclusive access to our subscriber-only portfolios. Learn More » Olivier Le Moal/iStock via Getty Images

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Author's Note: This is our monthly series on Dividend Stocks, usually published in the first week of every month. We scan the universe of roughly 7,500 stocks listed and traded on U.S. exchanges and use our

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This New Spinoff Is a Nuclear and AI Chip Beneficiary Worth WatchingSolstice Advanced Mat NASDAQ: SOLS announced an agreement to acquire Element Solutions in a cash-and-stock transaction valued at approximately $14.5 billion, including the assumption of net debt, executives said on a conference call discussing the deal.

Under the terms outlined by Solstice President and CEO David Sewell, Element Solutions shareholders will receive $10 in cash and 0.5 shares of Solstice common stock for each Element Solutions share. Sewell said the consideration represents a 15% premium to Element Solutions’ closing price on Friday. Upon closing, Element Solutions shareholders are expected to own approximately 44% of the combined company.

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The combined company will operate as Solstice, with Sewell serving as chief executive officer. The board will include 11 directors, including Element Solutions CEO Ben Gliklich and two other designees from the Element Solutions board, subject to standard governance procedures. Solstice said it has fully committed financing in place and expects the transaction to close in the first half of 2027, pending shareholder approvals from both companies, regulatory approvals and other customary closing conditions.

Companies Point to Electronics and Data Center Demand Sewell said the transaction would create “a global advanced materials leader” with combined 2025 net sales of approximately $6.8 billion and adjusted EBITDA of $1.7 billion. He said the combined business would hold leading positions across end markets and be backed by more than 8,300 patents and pending applications.

Solstice framed the deal as an acceleration of its strategy following its separation as an independent company last October. Sewell said the acquisition would strengthen Solstice’s position in electronic materials, particularly across semiconductor fabrication, packaging, assembly and thermal management.

“Together, we will be able to deliver broader solutions, greater performance, and deeper co-innovation with customers,” Sewell said.

Executives emphasized secular demand tied to artificial intelligence, advanced computing and data center construction. Sewell said denser and higher-powered chips are driving demand for advanced packaging and new thermal management materials, while also increasing demand for data center cooling and power solutions. He said Solstice’s existing refrigerants and uranium conversion services are relevant to the broader data center build-out.

Element Solutions CEO Says Deal Is ‘Better Together’ Gliklich said Element Solutions did not put itself up for sale and was approached by Solstice. He described the deal as a strong strategic fit, citing complementary portfolios and customer relationships.

Element Solutions generates just over 70% of its revenue from electronics, Gliklich said, with the remainder from specialty businesses. Within electronics, he said about 75% of sales come from business-to-business enterprise markets, and more than 20% of total sales come from the data center market.

Gliklich said Element Solutions’ consumable products, qualification status and high switching costs help insulate the business from capital cycle volatility. He also highlighted recent portfolio actions, including the divestiture of its graphics business and the acquisitions of Micromax and EFC, as well as the addition of Kuprion technology.

“This is very much a better together story, one that comes at the right time to meaningfully accelerate all facets of our business,” Gliklich said.

Synergies and Financial Targets Solstice said it has identified more than $180 million in expected annualized run-rate cost synergies, net of costs, within three years of closing. Sewell said those synergies include:

Approximately $100 million from operational initiatives and operating model integration, including efficiencies across G&A, sales and marketing, and R&D; About $25 million from supply chain improvements, including raw material and procurement scale and copper recovery from deposition processes; About $20 million from footprint optimization; About $35 million from other initiatives. Solstice CFO Tina Pierce said the combined company, including expected run-rate synergies, is projected to have an adjusted EBITDA margin of approximately 26%. She said the company expects medium-term revenue growth at a mid- to high-single-digit rate, with adjusted EBITDA growing faster than revenue as synergies are realized. Pierce also said the transaction is expected to be accretive to adjusted earnings per share in the first year.

Pierce said Solstice expects net leverage of about 3.5 times at closing and plans to reduce leverage below 3 times within 18 months after closing. The company’s longer-term net leverage target is 2 times to 3 times.

Executives Address Integration and Portfolio Questions During the question-and-answer session, Sewell said the timing of the deal reflected customer demand for solutions in advanced electronics and the complementary nature of the two portfolios. He said the integration would be focused on growth, innovation and customers, while Gliklich said the integration appears “reasonably straightforward” based on preliminary work.

Asked about Solstice’s broader portfolio, Sewell said the company does not intend to become a pure-play electronics company. He said refrigerants and nuclear are connected to the data center opportunity through cooling and power needs, and he described Solstice as a “complete solutions provider” across attractive growth markets.

On revenue synergies, Sewell said there may be near-term cross-selling opportunities through each company’s customer relationships, while longer-term opportunities could require customer qualification processes that may take around two years. Pierce said only a relatively small amount of revenue synergy is built into the company’s financial model, which is more heavily underpinned by cost synergies.

Executives also said planned investments remain included in their model, including Element Solutions’ Kuprion facilities, Solstice’s nuclear expansion, the doubling of Solstice’s sputtering targets facility in Spokane and investments in next-generation lightweight body armor.

Sewell said Solstice does not anticipate regulatory issues, describing the transaction as “highly complementary.” Details such as the break fee are expected to be included in forthcoming disclosures.

About Solstice Advanced Mat NASDAQ: SOLSSolstice Advanced Materials is a leading global specialty materials company that advances science for smarter outcomes. Solstice offers high-performance solutions that enable critical industries and applications, including refrigerants, semiconductor manufacturing, data center cooling, nuclear power, protective fibers, healthcare packaging and more.

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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Tesla, Nvidia, and Google helped shape the last era of market growth, but the next wave could come from a new group of companies. Inside this report, you’ll find 7 stocks that could play a major role in the next tech-driven market boom.

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Investors who bought SpaceX (NASDAQ: SPCX) stock at its initial public offering (IPO) price one month ago have seen a modest gain despite significant volatility since the company’s market debut.

In this line, a $1,000 investment made at SpaceX’s IPO price of $135 per share on June 11, 2026, would now be worth approximately $1,076, reflecting a gain of about 7.6% based on the closing price of $145.30.

SpaceX 30-day stock price chart. Source: Finbold The return comes after a turbulent first month of trading for the aerospace giant, whose highly anticipated public debut became the largest IPO in history.

SpaceX raised about $75 billion in its IPO, debuting with an initial valuation of roughly $1.77 trillion.

Investor demand was strong, with shares opening near $150 and closing their first trading day around $161, lifting the company’s market capitalization above $2 trillion.

The rally continued in subsequent sessions, with SPCX reaching intraday highs near $225 before pulling back due to broader market weakness and profit-taking.

Despite the decline, the stock remains above its IPO price, leaving early investors in profit even as shares trade well below their post-listing peak.

While early IPO participants are still profitable, investors who purchased SpaceX stock at the close of its first trading day have experienced a different outcome.

A $1,000 investment made at the first-day closing price of approximately $161 would now be worth about $902, representing a decline of nearly 10% over the same period.

SpaceX stock fundamentals  Investor interest in SpaceX remains tied to several key growth drivers. The company continues to dominate the commercial launch market through its Falcon rocket program while rapidly expanding its Starlink satellite internet business, which has become a major revenue contributor.

At the same time, investors are closely monitoring progress on Starship, the company’s fully reusable spacecraft designed to dramatically reduce launch costs and support future missions to the Moon and Mars.

Additional growth expectations are linked to potential artificial intelligence infrastructure projects and broader space-based communications initiatives.

However, these opportunities come with execution risks. SpaceX continues to invest heavily in next-generation technologies, and any delays in major programs could weigh on future performance. 

The stock’s first month as a public company has already demonstrated how quickly investor sentiment can shift when expectations are exceptionally high.

With the company expected to report its first earnings results as a public entity later this year, investors will be looking for evidence that SpaceX can translate its technological leadership into financial performance capable of supporting its multi-trillion-dollar valuation.

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On an early morning in January, Jake Linsley woke up to a text from Amazon that was lighting up his phone.

"I thought it was saying, 'Your package is delayed,'" Linsley said in an interview. "I read it again and was like, 'Holy s---, I got fired.'"

Linsley, who worked as a finance manager at Amazon for nearly six years, was one of roughly 16,000 employees swept up in the company's mass layoffs in late January. Combined with the more than 14,000 staffers let go three months earlier, it marked the steepest cuts in Amazon's history.

As an Amazon employee, Linsley was part of an American corporate elite: working for a tech giant with opportunities for growth, promotion, high salaries and enviable perks. But he and the other laid-off workers suddenly entered the harsh reality of a job market being rapidly reshaped by artificial intelligence — and competing with hordes of others who had been let go b Meta, Salesforce and Cisco. In some cases, the jobs they'd been hired to do simply don't exist anymore. And the tech giants continue to cut roles in part to fund the hundreds of billions of dollars they're investing in AI.

The tech sector has laid off roughly 140,000 employees in the U.S. so far this year, more than any other industry, according to consulting firm Challenger, Gray & Christmas. In May, layoffs across the industry reached their highest for any month since August 2024, before easing in June.

AI was the main reason companies gave for the cuts for a fourth straight month, Challenger said in a report last week. The firm said AI has been cited in about 23% of all job cut announcements in 2026.

"Tech remains the epicenter of this year's cuts," Challenger said. "AI is the dominant force as companies are restructuring around it, automating roles and reallocating budgets toward new capabilities. The sector is being reshaped in real time."

Amazon has been downsizing more aggressively than many of its peers, laying off more than 57,000 staffers since 2022, or roughly 16% of its corporate workforce. According to data from the website Layoffs.fyi, Amazon has accounted for about 13% of the tech industry's cuts this year.

Amazon CEO Andy Jassy has warned employees that AI "should change the way our work is done," and that in the next few years, efficiency gains from the technology "will reduce our total corporate workforce." The company has looked for ways to unwind its pandemic-era hiring binge and eliminate bureaucracy so that it can operate like "the world's largest startup."

CNBC spoke to more than a dozen people laid off by Amazon over the past eight-plus months about how they've navigated the job market at a time of swelling industry unemployment and, for many, a sense of diminishing opportunity.

While some have since landed roles at places like Apple or Salesforce, others are staring at hundreds of unanswered job applications and roles with pay cuts. Some described the dark irony of going all in on AI at Amazon only to find themselves replaced by it.

Montana MacLachlan, an Amazon spokesperson, said in a statement that the cuts were made to ensure the company can move fast and serve customers. Amazon continues to hire and invest in strategic areas that are critical to its future, she added.

"We don't make decisions to eliminate roles lightly, and we work hard to support employees who are impacted," MacLachlan said.

AI wasn't the reason for the vast majority of the layoffs, Amazon said.

Linsley's job search lasted for about three months, before he took a position in April as a vice president at a health-care IT startup.

"I'd rather have a stable job than one that can grow 5x and disappear overnight," he said.

The job huntCourtney Haeflinger applied to hundreds of jobs but struggled to land interviews.

For months after she was laid off from Amazon Web Services in January, she'd begin her day in front of her computer at 8:30 a.m., diligently scanning job boards and refreshing her inbox, hoping to hear back from recruiters.

As soon as a job was posted, there would quickly be 200 to 300 applicants, Haeflinger said. She couldn't tell if it was due to the raft of unemployed workers, or if bots were running wild.

"It makes it harder for us as real job seekers to get in the door," said Haeflinger, 49, who landed a job last week at AT&T. "It's frustrating."

In the months after her departure from Amazon, the pace of cuts across the industry turned a difficult task into a seeming impossibility.

Haeflinger applied for a few jobs at Meta, around the time the company was announcing plans to eliminate 10% of its staff. A job at Oracle came across her feed. But when she saw the software vendor was cutting thousands of jobs, she hesitated to apply. 

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Amazon, meanwhile, has continued to downsize through smaller rounds, slashing roles in customer service in April, followed by cuts in the third-party seller support division in May, according to people familiar with the matter who asked not to be named because the layoffs weren't made public.

The company laid off 57 employees in its home state of Washington between May and early June, according to a WARN filing released Monday. The filing doesn't indicate what units were impacted, but software engineers, program managers and product roles were among the job titles listed.

Dorian Smith was only out of work for about a month after getting laid off by Amazon in January, but he said it was a humbling experience that drove him to take a job at a late-stage startup.

Smith said he'd thought of Amazon as a "lifelong career," having worked his way up in customer service to a job as a web development engineer over his 10-plus years at the company.

"It was almost heartbreaking in a way because my identity felt tied to that job," Smith said.  

He applied to at least 250 jobs and only heard back from four companies, all with "generic rejection emails," Smith said. He ultimately connected with a recruiter after posting on LinkedIn, which led him to the startup world.

"I always had this thought of, 'I have Amazon on my resume, this prestigious thing,'" Smith said. "But when this layoff happened, it was like, 'OK, big deal, so do 30,000 other people.'"

'New era' of softwareFor some former Amazon workers, the layoffs provided an opportunity to reset.

Yogesh Verma, a former AWS engineer who lost his job in January, called it a "blessing in disguise." The 25-year-old said he soured on Amazon as it enacted a strict return-to-office policy, pressure around AI usage grew and employees were tasked with "building new products haphazardly." 

"Initially, it felt like, 'Oh, what am I going to do now,' but it gradually turned out for the better," Verma said. "The workload was getting higher and higher, and the work-life balance was also getting worse."

In April, Verma took a slight pay cut to join an AI marketing company that he said offers a "good environment," hybrid work options and an opportunity to learn new skills. 

A former director in Amazon's advertising unit who was laid off in October — and who wished to remain anonymous in order to not jeopardize his job search — said working for a big tech company was a "life changer," but that the job had become a drain on his mental and physical health.

He said he's taking time off to strengthen his AI coding skills, so that when he reenters the job market, he's better equipped for "software development in this new era."

Chris DeSantis, who worked as a senior product manager for nearly four years, said he's "happy to take less money" if it means he can work for a company that's closer to the cutting edge of AI. DeSantis, 32, was laid off from Amazon's retail organization in January. 

"When you look at these companies and what they're doing with AI, people like us, engineers and technical product managers, we want to be doing the fun stuff, building things super fast," DeSantis said. "It used to be that going to the bigger companies was that, but now, at least based on the organization I was in, we weren't close to doing the fun stuff."  

Whether it's fun or not, AI has taken over the halls of Amazon.

Jassy, who replaced founder Jeff Bezos as CEO in 2021, has urged employees to "use and experiment with AI whenever you can," and figure out ways to "get more done with scrappier teams." 

AWS has released a slew of AI tools mostly targeted for enterprises, while also striving to develop more competitive AI models and putting Amazon at the center of the surge in demand for AI compute. The company has infused AI across more surfaces of its e-commerce website, including the search bar, and has revamped its aging Alexa digital assistant with more conversational and agentic features. 

'Rat race'While the AI blitz is viewed as essential to keep Amazon relevant in the next era of technology, life at the company now resembles a "rat race," in the words of a current software engineer, who asked not to be named in order to speak candidly on the subject.

Some Amazon managers track employees' AI activity via internal dashboards, and are instructed by leaders to remind their teams to adopt the tools as much as possible, with certain teams factoring usage into performance reviews, three current and former employees said. 

A former AWS engineer who was laid off in January and also asked to remain unnamed said it had become "abundantly clear that the priority was AI everywhere, regardless of whether it really helped or made sense."

At the same time, Amazon and other companies are reckoning with the high costs of AI and have taken steps to rein in so-called tokenmaxxing, where developers use AI as much as possible with little regard to output.

Another former engineer at AWS said Amazon added badges to its internal "phone tool" directory that scored employees' usage of its AI apps called Q, based on the number of tokens they consumed.

In late May, Amazon shut down a similar phone tool leaderboard, called Kirorank, after it discovered employees were tokenmaxxing to climb up the ranks.

As it slashes its corporate workforce, Amazon has ramped up its hiring in lower-cost countries like India, according to three former employees who described that dynamic in the organizations where they worked. One of those people — a former manager who was laid off in May — called it a "no-brainer," as the company knows that, compared to Seattle, it can hire people in India at a "fraction of the cost."

DeSantis, the laid-off product manager, said he adopted a "survivalist mentality" after making it through six rounds of job cuts during his time at Amazon. When his time finally came, DeSantis said he did his best not to take it personally.

"It really is kind of bizarre when it does happen to you," DeSantis said. "When you look back, it's like there's nothing you could've done."

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I expect an excellent Q2 earnings report from Citigroup. However, I believe this is already priced in to the share price. Citi's overall profitability metrics don't support too large of a P/E multiple or premium to book value.

AT&T (T +1.92%) isn't a stock that usually makes headlines. But lately it has been pulled into one of the market's hottest stories, SpaceX (SPCX 4.51%), and the result is a beaten-down share price and a mouth-watering dividend yield.

At about $21 as of this writing, just above its 52-week low of $19.89, AT&T's $1.11 annual dividend yields about 5.3%. Part of the reason the stock sits so low is a growing worry that SpaceX's satellite network could eventually eat into AT&T's business.

So is that fear justified? And with the yield this high, is the dividend safe? Those are the two questions that matter for income investors here.

Image source: Getty Images.

How real is the SpaceX threat? Capturing the concern weighing on the stock, Oppenheimer downgraded AT&T stock in June, pointing to SpaceX's Starlink satellites as a structural threat to the telecom's long-term broadband and wireless growth. SpaceX has been developing a direct-to-phone service, and it is reportedly plans to launch a Starlink mobile service for U.S. consumers.

That is worth taking seriously. A satellite network that can beam service straight to ordinary phones, with no cell towers required, could chip away at a traditional carrier over time.

But this threat could take years to morph into something meaningful, if it does at all.

Just how significant is the threat? Oppenheimer estimated that AT&T's fiber build could top out nearer 50 million homes rather than 60 million-plus management targets by 2030.

Those are meaningful figures, but they play out through 2030, not the next few quarters. They also sit against a business that is currently growing, not shrinking.

Here's what AT&T is actually doing right now. In the first quarter of 2026, revenue rose about 3% year over year, adjusted earnings per share climbed nearly 12%, and the company posted its best-ever first quarter for advanced connectivity internet net additions. Additionally, it ended the quarter with more than 37 million fiber locations and reaffirmed its target of 60 million by 2030 -- the very number Oppenheimer doubts it will reach. Far from being disrupted, AT&T's core businesses are among its brightest spots.

Is the yield safe? For income investors, this is the question that counts.

The good news is that the dividend looks well protected. AT&T expects to generate more than $18 billion in free cash flow this year, while its dividend costs about $8 billion. That is a payout of less than half of free cash flow -- comfortable coverage, even with the company investing heavily in its network and buying back stock. On top of the dividend, management plans about $8 billion in buybacks this year, another way it returns cash to shareholders. Measured against profit, the payout is just as comfortable: AT&T earned about $2.99 per share over the past year against a $1.11 dividend, well under half its earnings.

It's true that free cash flow dipped in the first quarter, to $2.5 billion from $3.1 billion a year earlier, as capital spending rose. That dip reflects investment in the very fiber and wireless network winning those customers, not a business in trouble. Management still expects capital spending of $23 billion to $24 billion for the year and free cash flow above $18 billion.

The valuation adds to the appeal.

AT&T trades at about 7 times trailing earnings and 9 times expected earnings -- a deep discount to the broader market, which sits in the low-to-mid 20s. That kind of multiple is normal for a no-growth telecom, yet AT&T is still growing, which makes the discount look overdone. For a profitable, cash-generative business, that is cheap.

Today's Change

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So, is AT&T stock oversold?

I think so. The concern is legitimate, and satellite-to-phone technology is worth watching. But it is a slow-moving, decade-long risk, and the market is arguably pricing it as if it were imminent, into a stock whose advanced connectivity internet business just posted a best-ever first quarter for net additions. For income investors who can tolerate a slow grower, a well-covered yield above 5% from a stock trading near a 52-week low looks more like an opportunity than a trap.

AT&T won't grow quickly, and I wouldn't expect much from the share price, but the dividend, at least, looks like it's on solid ground.

In the last few days, a lot of news piled up, from renewed tensions between the U.S. and Iran to memory and storage stocks selling off, leading investors to rotate out of tech stocks. And even more broadly, major indexes like the S&P 500 (^GSPC +0.42%) were feeling the pressure.

That, however, doesn't necessarily mean a stock market crash is a given. It also doesn't mean knee-jerk reactions are warranted, as they can damage a portfolio in the long term.

That said, there's nothing wrong with being prepared if the market were to experience a prolonged downturn. And ahead of a market crash, history suggests making one move can help long-term investors win out.

Image source: Getty Images.

Standard considerations When markets look rocky, more focus shifts toward consumer staples and income stocks.

For consumer staples, those companies are viewed as potential safe-haven investments because people still need to buy essential products no matter what's happening in the world. Even if the market looks like it's in trouble, shoppers will still pick up Tide detergent, Bounty paper towels, and Crest toothpaste, all made by Procter & Gamble (PG +0.13%).

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Companies with reliable dividends are typically mature and have stable business models. That doesn't mean they are immune to a broad market sell-off, but they can absorb such a downturn a little more easily, typically with less volatility in price swings. Dividend Kings, the companies that have increased their payouts for 50 or more consecutive years, offer that kind of stability while also paying out consistent dividends.

Consumer staple stocks and Dividend Kings can be great additions to a portfolio and serve it well over the long term. But selling a stock quickly to buy something else can be a reactive move driven by fear, which can create two issues.

One issue is that selling a stock has tax ramifications. The second issue is that there's no way of knowing when a market rebound will occur. Selling a stock at a loss or at a small profit while it's down during market turbulence runs the risk of missing out on a long-term rally.

What history says to do instead There will always be downturns, sell-offs, corrections, and crashes, and they will all feel unnerving. But over the long term, staying in the stock market has worked out for investors who can handle the volatility.

Surprisingly, some of the market's best days occur during downturns. According to Hartford Funds, 48% of the S&P 500's best days occurred during bear markets from 1996 to 2025. Also, with a $10,000 investment in 1965 in an index fund that tracked the exact performance of the S&P 500 index, staying invested until 2025 would have turned that initial investment into over $192,000. Missing just the 10 best days of the market during that time, however, would have turned that $10,000 investment into a little more than $85,000, which is 56% lower than the return of the individual who just stayed invested the entire time.

What history suggests, then, is not making rash decisions, as no one knows when the market's best days will occur. Also, for a company whose business fundamentals haven't changed, but that's just caught up in a broad sell-off, more aggressive investors could consider buying into the downturn, which can lower their total investment cost.

The physical economy is undergoing a permanent shift. Legacy silicon power components are hitting their thermodynamic limits. Wide-bandgap materials like silicon carbide and gallium nitride are stepping in to handle higher voltages and temperatures with significantly less energy loss.

This transition serves as the critical bottleneck for next-generation technologies. With the total addressable market for wide-bandgap applications projected to exceed $20 billion by 2030, the battle to control the underlying intellectual property is rapidly escalating.

At the center of this structural shift, Wolfspeed NYSE: WOLF initiated a high-stakes patent infringement lawsuit against Navitas Semiconductor NASDAQ: NVTS. This legal action threatens to disrupt the highly sensitive supply chains of tier-one automakers and hyperscale datacenter operators. Understanding the motivations behind this lawsuit requires looking beyond the courtroom and into the physical constraints of modern computing.

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Data Center Dynamics and High Voltage StakesWolfspeed Today

$35.35 -1.90 (-5.09%)

As of 07/10/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$8.05▼

$80.82Price Target$20.00

Wolfspeed filed suit in the U.S. District Court for the District of Delaware. Wolfspeed asserts Navitas's core product lines violate five foundational wide-bandgap patents.

The targeted semiconductor chips include the Navitas GaNFast, GaNSlim, and GaNSafe families, as well as the GeneSiC MOSFETs and SiCPAK modules.

By aggressively defending a deep technological moat, Wolfspeed seeks a permanent United States sales and import injunction, substantial financial damages, and retroactive licensing fees.

The timing of this litigation highlights the accelerating demands of the physical economy.

Navitas Semiconductor Today

NVTS

Navitas Semiconductor

$13.47 -0.71 (-5.01%)

As of 07/10/2026 04:00 PM Eastern

52-Week Range$5.44▼

$34.17Price Target$14.74

Navitas recently secured a commercial contract to supply GaNFast and GeneSiC chips for high-voltage 800V artificial intelligence datacenter architectures. Generative AI workloads draw unprecedented amounts of power.

Server rack density requires advanced gallium nitride and silicon carbide components to efficiently manage thermal output. This commercial inflection point elevates the litigation from a routine intellectual property dispute to a battle over next-generation AI infrastructure.

Targeting Navitas right as the fabless designer scales its footprint in the semiconductor market's most lucrative growth vector maximizes Wolfspeed's legal leverage.

Financial Resistance in a High-Capital IndustryUnderstanding the pricing action surrounding this catalyst requires a deep look at the structural fundamentals of both businesses. Neither enterprise operates from a position of financial invulnerability. The outcome of this legal dispute remains critical for their respective balance sheets and their ability to capture future market share.

Heavy Debt Leaves Wolfspeed Looking for SparksWolfspeed operates a highly capital-intensive, vertically integrated manufacturing model. Building and scaling silicon carbide fabrication facilities requires billions of dollars in upfront capital. Wolfspeed reported fiscal Q3 2026 revenue of $150 million, representing a 19% year-over-year contraction. GAAP gross margins dropped to a concerning-27%. Carrying more than $1.7 billion in debt and operating with negative operating cash flow, Wolfspeed faces severe profitability headwinds. Wall Street aggressively targeted Wolfspeed, pushing short interest to roughly 54% of the available float.

Wolfspeed, Inc. (WOLF) Price Chart for Saturday, July, 11, 2026

To offset electric vehicle margin compression, Wolfspeed management is actively pivoting toward high-margin aerospace and defense contracts. Wolfspeed recently secured a strategic partnership with GE Aerospace NYSE: GE to deliver advanced high-voltage modules. Weaponizing a patent portfolio offers Wolfspeed a secondary avenue to monetize decades of foundational research and development. This legal strategy could potentially force a lucrative licensing reset across the wider power semiconductor sector to subsidize heavy ongoing cash burn.

Navitas Navigates Extreme Profitability HeadwindsNavitas utilizes an asset-light fabless design model. While this structure offers engineering agility, Navitas is navigating its own extreme profitability challenges. Trailing 12-month revenue fell about 45% year-over-year to $45.92 million. This drop drove Navitas net margins deeply into negative territory at negative 330.67%.

Navitas Semiconductor Corporation (NVTS) Price Chart for Saturday, July, 11, 2026

Ahead of the litigation announcement, insider activity revealed a wave of distribution.

In late May 2026, top executives and directors executed coordinated open-market sales totaling approximately $116 million. Navitas director Ranbir Singh liquidated over three million shares for approximately $108 million. Navitas's short interest is elevated at 17.6%. The sudden need to fund an existential, multi-jurisdictional legal defense will undoubtedly accelerate cash burn at a time when Navitas needs capital to fulfill its data center contracts.

Will OEMs Reroute the Power Supply?The core issue driving the near-term valuation of both equities revolves around platform risk aversion. Tier-one automakers and enterprise datacenter operators demand pristine supply chain visibility. A pending federal injunction request targeting mission-critical power architectures immediately threatens production continuity.

Enterprise buyers actively avoid sourcing components tied up in federal intellectual property disputes. To de-risk their operations, original equipment manufacturers may temporarily migrate toward diversified dual-source suppliers until the legal overhang clears.

Federal intellectual property litigation typically stretches across quarters or years. Absent an immediate preliminary injunction, Navitas retains the near-term operational runway to fulfill existing contracts and recognize incoming datacenter revenue.

As a fabless designer, Navitas holds the theoretical agility to invest in research and redesign its chip or packaging architectures to circumvent the five specific Wolfspeed patents. This design pivot remains largely unavailable to legacy foundry operators constrained by physical manufacturing lines.

While Wolfspeed demands an outright sales injunction, the most statistically probable endgame in semiconductor patent litigation is a sector-redefining licensing settlement. A long-term royalty agreement would allow Navitas to maintain its operations and fulfill its 800V datacenter obligations while providing Wolfspeed with a high-margin recurring revenue stream.

How to Trade the Silicon Carbide ClashInitial market reactions demonstrated significant volatility followed by measured resilience. After absorbing an initial 7% drop upon the lawsuit announcement, Navitas shares bounced 5.78% to trade around $14. Simultaneously, Wolfspeed shares recovered 3.54% to trade above $37. This immediate price action suggests the market largely priced in the baseline legal uncertainty. These levels set up a potential floor unless Wolfspeed successfully secures an expedited preliminary injunction.

The underlying corporate warfare underscores the high-growth trajectory of the wide-bandgap space. Both Wolfspeed and Navitas operate with heavily compressed valuations relative to their 50-day highs. Investors looking to capitalize on the global megatrends of electrification and AI data centers might consider adding both equities to their watchlists. Monitoring the federal court docket for preliminary injunction rulings will provide the clearest signal for near-term revenue visibility and market share dominance.

Should You Invest $1,000 in Navitas Semiconductor Right Now?Before you consider Navitas Semiconductor, you'll want to hear this.

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Costco (NASDAQ:COST | COST Price Prediction)’s food court hot dog and soda combo has been $1.50 for decades. Company management has again recently emphasized that price is not going anywhere. It has become a cultural touchstone: the one number that inflation cannot seem to touch.

There is another frozen number from roughly the same era that most retirees have never heard of. It is the income threshold that decides how much of your Social Security check the IRS gets to tax, and it has not moved since 1984. One frozen price is a gift. The other is a stealth tax that pulls more middle-income retirees into the net every single year.

Through the Looking Glass The IRS looks at your combined or provisional income, which is your adjusted gross income (AGI), plus any tax-exempt interest, plus half of your Social Security benefits. Then it compares that number to two sets of tiers.

For a single filer, once provisional income crosses $25,000, up to half of your benefits become taxable. Cross $34,000 and up to 85% of them do. For a married couple filing jointly, the tiers are $32,000 and $44,000.

Those dollar figures were written into law in 1984 (the 85% tier was added in 1993) and have never been adjusted for inflation. The Consumer Price Index uses 1982-1984 as its baseline of 100. As of May 2026, that index sits at 334, prices roughly tripled. The thresholds did not budge.

Why the COLA Makes It Worse, Not Better The 2026 cost-of-living adjustment (COLA) came in at 2.8%. That bump is designed to keep your purchasing power flat as prices rise. It does not, however, come with a matching raise to the taxation thresholds.

Every year the math tightens. A retiree whose real standard of living has not improved at all can find a larger share of their benefit taxed simply because the nominal dollar amount went up while the $25,000 and $32,000 lines stood still. The Social Security Administration’s (SSA’s) own inflation gauge, the CPI-W, has climbed from 316 in July 2025 to 329 in May 2026.

This is the piece worth understanding above almost everything else. Claiming ages, spousal strategies, and Medicare premiums all matter, but for a middle-income retiree, the provisional-income math is where real dollars leak out year after year.

How the Pieces Fit Together Because the thresholds are fixed, the levers you control live on the other side of the equation: what you pull from where, and when.

Roth versus traditional withdrawals. Qualified Roth distributions do not count in provisional income. A retiree with some Roth balance can smooth withdrawals to stay under a tier in a year when a big expense would otherwise push them over. Qualified charitable distributions. If you are old enough for QCDs, sending IRA money directly to charity satisfies required minimum distributions (RMDs) without adding to AGI, which keeps provisional income lower. The temporary senior deduction. The 2025 One Big Beautiful Bill Act added a federal deduction that softens the blow for some older filers, but it is scheduled to expire after 2028. Treat it as a bridge, not a plan. If you want to see how withdrawal sequencing changes your own numbers, this is exactly the kind of decision a Social Security planner is built to model.

The goal is the combination of claiming age and withdrawal mix that keeps the taxable share of your benefit lower for longer, not the biggest possible benefit in a single year.

What to Take Away The hardest mistake to undo is a big one-time withdrawal, say to buy a car or help a grandchild with tuition, that vaults you from the 50% tier into the 85% tier and stays there for the year. Spreading that same withdrawal across two tax years, or funding it partly from a Roth or from cash savings, can preserve thousands of dollars of benefit that would otherwise become taxable.

The Costco hot dog is a fun frozen number. Costco sold more than 245 million of those hot dog combos last fiscal year, and the company has said outright that if the price had simply tracked inflation since the 1980s, it would be pulling in hundreds of millions more in revenue each year. Costco eats that cost on purpose, as a promise to its members. Uncle Sam is not quite as generous.

The 1984 tax thresholds are the other kind. Knowing they exist and planning around them rather than through them is the difference between a retirement income plan that ages well and one that quietly shrinks every October when the new COLA is announced. Your own tiers, deductions, and state rules will shift the math, so it is worth walking through the numbers with a tax preparer before any large withdrawal.

Contact [email protected] for any questions or corrections.

There are plenty of AI stocks whose valuations have surged amid the current AI boom. There are now three companies worth at least $4 trillion, six companies worth at least $2 trillion, and 15 companies worth at least $1 trillion. And of the 15 companies worth at least a trillion, 13 are tech companies.

One of the newest members of the trillion-dollar club is Micron (MU 1.05%), which had a market cap of $1.07 trillion as of the market close on July 8. The stock is up more than 660% in the past 12 months and 200% this year, making investors a lot of money along the way -- including President Donald Trump.

Trump's 2025 financial disclosure showed that he owned between $1.67 million and $6.65 million in Micron stock. Should Trump's stake in Micron be a sign that investors should follow his lead?

Image source: The Motley Fool.

At the right place at the right time Trump's stake in Micron is noteworthy given the company's $250 million commitment to the president's "Trump Account." But when you set that aside, the investment in Micron is a matter of striking while the iron is hot.

Micron is a memory chip maker and has found itself at the right place at the right time during the current AI boom. As AI hyperscalers such as Amazon, Microsoft, and Alphabet have spent billions building out data centers and other AI infrastructure, there has been a shortage of memory hardware that these data centers rely on to operate.

Given the high demand and short supply, Micron has been able to considerably raise prices and improve its profits and margins (though it has been accused of collusion and price-fixing). In the past year, Micron's revenue has increased by 266%, while its net income has surged by 782%.

MU Revenue (Quarterly) data by YCharts

Unsurprisingly, the unique position Micron has found itself in -- both financially and in terms of market position -- has attracted many investors hoping to capitalize on it. And based on the president's latest disclosure, he's been one of those investors.

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Should you follow Trump's lead? You shouldn't invest in Micron simply because the president did. It's true his stake in the company means he has a vested interest in making sure the stock does well, but you don't want to blindly follow his moves simply for that reason.

You should, however, consider investing in Micron because its unique market position is bound to last for the foreseeable future. But even when supply meets demand, and Micron can't command the premium it's currently charging, the company will still have long-term agreements in place.

It's operating in a cyclical industry that's riding the high end, but it's still a solid company with good long-term potential. It's likely to be highly volatile along the way, but I trust its trajectory.

As the calendar reaches mid-July, earnings season is ramping up. Over the next few weeks, investors will hear from some of the most important companies in the market, and it could set the tone for the next few months.

I think the news over the next few weeks will be mostly positive for artificial intelligence (AI) investors and signal a trend toward increased AI spending for the remainder of 2026 and into 2027. If that's the case, there are several stocks worth buying now before they report earnings.

Three at the top of my list are Microsoft (MSFT +0.15%), Meta Platforms (META +6.16%), and Taiwan Semiconductor Manufacturing (TSM 0.55%). Each of these has a different reason for excitement, and investors should at least pay attention to all of them, if not buy shares beforehand in anticipation of a post-earnings spike.

Image source: Getty Images.

1. Microsoft Microsoft stock has had an atrocious 2026, falling nearly 21% from year-end levels. Its first two earnings reports delivered in 2026 were poorly received, but I think the market will come around this time.

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Microsoft's earnings weren't even remotely bad during its last announcements, as it announced incredible AI growth and a strong cloud computing performance. In fiscal 2026's Q3 (ended March 31, 2026), revenue rose 18% year over year, and earnings per share (EPS) increased 23%. That would normally earn Microsoft a premium valuation compared to the market.

And yet, Microsoft's stock performance actually trails the S&P 500 (^GSPC +0.42%), with the S&P 500 trading at 21.7 times forward earnings, while Microsoft trades at only 20 times forward earnings.

If Microsoft can report more of the same as it did in the last quarter, I think the market will come to its senses and realize this is a screaming deal, and investors will happily buy it following earnings. That makes now the perfect time to buy Microsoft stock, as this deal won't last forever.

2. Meta Platforms The market likes Meta Platforms' stock even less, as it trades for 18.7 times forward earnings despite growing at a 33% pace last quarter. While investors will want to know how Meta's advertising business is doing and how its AI progress is going, what's stealing the spotlight right now is Meta's plans to launch a cloud computing product.

This is what separates Meta from the other AI hyperscalers: they all have cloud computing businesses that help fund their AI build-out. If investors get positive confirmation of Meta's impending cloud business launch, the stock could pop, as it would have a lot of excess capacity to rent out.

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Regardless of what Meta does with a cloud business, the stock is cheap, and the business is growing at a solid pace. I think that makes Meta a compelling buy at these levels, as it could easily see a multi-digit pop if it unveils a new cloud computing platform during its earnings call.

3. Taiwan Semiconductor Manufacturing Last is Taiwan Semiconductor Manufacturing, aka TSMC, which reports earnings on July 16. TSMC is the primary chip foundry that nearly every big firm uses, and it has an excellent pulse on the health of AI chip demand. If it comes out and says chip demand is growing and it cannot meet it, the market may rally behind it. I expect that to be the case, as there have been no signs of AI hyperscalers changing course.

TSMC is the most expensive stock in this trio, trading at 27.5 times forward earnings -- where Microsoft used to trade.

Data by YCharts.

Although this is expensive, I think it's appropriate considering Taiwan Semiconductor's market position, dominance, and superior execution to others in its industry. Taiwan Semiconductor Manufacturing still has multiple years left of growth if the AI build-out is truly just getting started, and I'd expect management to reaffirm those projections during its quarterly call.

ServiceNow remains in a nascent recovery phase, but I maintain a Buy rating as long-term optimism persists amid the gloomy software narrative. NOW's business model has evolved beyond ITSM, leveraging a land-and-expand strategy to penetrate enterprise workflows and upsell higher pricing tiers. AI-driven competition from frontier labs poses risks, but NOW's $1B AI ARR and robust free cash flow margins (>35%) support its valuation and growth outlook.

It's been an up-and-down year for Broadcom's (AVGO 0.31%) stock, which is now up around 15% on the year, as of this writing, despite being nearly 20% off its highs.

While the stock has pulled back this summer, the company recently gave investors something to cheer about when Apple pledged it would spend more than $30 billion on custom Broadcom-based chips and wireless connectivity technologies in the coming years.

Unlike some other large Broadcom deals, this one is more focused on wireless technology. As part of the deal, Broadcom will spend $1.5 billion on expanding and modernizing a facility in Fort Collins, Colorado, that produces advanced radio frequency components and cutting-edge wireless connectivity technologies.

Image source: The Motley Fool.

Broadcom's non-AI business has struggled, but last quarter the company said it saw a clear path toward "a full cyclical recovery." This deal should help with that, and add another growth element for Broadcom.

That said, Broadcom's AI business remains its biggest opportunity, and on that front, the company is poised to see some massive growth in the coming years. The company's biggest growth driver is its ASIC (application-specific integrated circuit) business, where it helps customers turn their designs into custom AI chips that can be mass-produced.

Broadcom helped Alphabet design its highly successful Tensor Processing Units (TPUs), and it is currently riding the huge ramp-up in these chips as Alphabet's cloud computing business is booming and it spends aggressively on AI infrastructure.

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Broadcom's role in helping Alphabet design TPUs also led to other hyperscalers (owners of large data centers) enlisting Broadcom to help them create their own custom AI chips. The company has said it will see its custom chip revenue exceed $100 billion in fiscal 2027, which is a huge jump from the $64 billion in total revenue and $20 billion in AI revenue it produced in fiscal 2025.

Analysts at Citigroup, meanwhile, have projected that the company's AI revenue could surge to $180 billion in 2028.

After getting caught in the AI chip sector sell-off, Broadcom trades at a forward P/E of just above 20.5 times fiscal 2027 estimates. That's a bargain for an AI stock that is poised to see such strong growth in the coming years.

Between its custom chip business, networking portfolio, and the turnaround in its non-AI chip business (as highlighted by the Apple deal), Broadcom is very well positioned moving forward. I own the stock and would be a buyer on this dip, as the company looks set to be firing on all cylinders in the coming years.

Citigroup is an advertising partner of Motley Fool Money. Geoffrey Seiler has positions in Alphabet and Broadcom. The Motley Fool has positions in and recommends Alphabet, Apple, and Broadcom. The Motley Fool has a disclosure policy.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Roblox To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in Roblox between October 30, 2025 and April 30, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

Watch our latest video highlighting the key allegations: https://youtu.be/rFoJC-j0rW0 

NEW YORK, July 11, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) and reminds investors of the August 7, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox’s organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Roblox’s securities at artificially inflated prices.

On April 30, 2026, Roblox announced its financial results for the first quarter of fiscal 2026. Management slashed bookings growth guidance down to 8-12% and a corresponding decline to margin expectations. Defendants disclosed the age verification rollout had caused much more significant impacts engagement and organic growth than management had previously suggested and age check adoption had only increased to 51% global daily active users, from 45% at the end of the previous quarter.

Investors and analysts reacted immediately to Roblox’s revelation. The price of Roblox’s common stock declined dramatically. From a closing market price of $55.26 per share on April 30, 2026, Roblox’s stock price fell to $45.13 per share on May 1, 2026, a decline of about 18.33% in the span of just a single day. 

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.  

Faruqi & Faruqi, LLP also encourages anyone with information regarding Roblox’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the Verra class action, go to www.faruqilaw.com/RBLX or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Frequently Asked Questions (FAQ) for Investors Regarding the Roblox Corporation Securities Class Action Lawsuit:

What is the Roblox Corporation securities fraud lawsuit about?
The Roblox Corporation securities fraud lawsuit is a federal securities class action alleging that Roblox Corporation (NYSE: RBLX) and its executives made false and misleading statements to investors by concealing that the Company's age verification rollout would cause a significant slowdown in growth rates, reduce on-platform communication, lead to app store rating reductions, and materially impair Roblox's organic growth potential. As the truth emerged on April 30, 2026 — when Roblox announced Q1 fiscal 2026 results, slashed bookings growth guidance to just 8–12%, disclosed margin deterioration, and revealed that age verification adoption had only reached 51% of global daily active users (up from just 45% the prior quarter), signaling far greater engagement impacts than management had previously suggested — RBLX's stock price fell from $55.26 to $45.13 per share, a decline of approximately 18.33% in a single day, causing significant losses for investors.

Who may be eligible to participate in the Roblox Corporation class action lawsuit?
Investors who purchased or acquired Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Roblox securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Roblox employees, and others with relevant information about the Company's conduct are also encouraged to come forward.

What is a lead plaintiff, and how can I seek appointment in the Roblox Corporation lawsuit?
A lead plaintiff in the Roblox Corporation class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Roblox investor who purchased RBLX securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is August 7, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.

What should investors do if they purchased Roblox Corporation stock during the Class Period?
Investors who purchased Roblox Corporation (RBLX) securities between October 30, 2025 and April 30, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Roblox Corporation securities class action is August 7, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/RBLX for more information.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5

New York, New York--(Newsfile Corp. - July 11, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Lucid 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 Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-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 July 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 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) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-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/304777

Source: The Rosen Law Firm PA

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Elevance Health has outperformed the benchmark, rising 28% versus 11%, and I see further upside potential. ELV demonstrates steady top- and bottom-line growth, supporting a premium multiple and reinforcing management confidence. The insurance market's steady growth is a structural tailwind; if ELV maintains market share, it stands to benefit.

PACCAR is a premium commercial vehicle company with rising production, improving margins, and a robust balance sheet, justifying a valuation premium. Truck deliveries are increasing, margins are recovering, and the parts business is driving stable, high-quality earnings growth. PCAR trades at a premium to Volvo but is reasonably valued against Cummins, with consensus expecting nearly 38% EPS growth from 2026 to 2028.