Track market-moving stories before they get noisy

SLB posts better-than-expected earnings as demand for its oilfield services increases outside the Middle East.

SLB (SLB - Free Report) came out with quarterly earnings of $0.55 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.74 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +7.84%. A quarter ago, it was expected that this world's largest oilfield services company would post earnings of $0.51 per share when it actually produced earnings of $0.52, delivering a surprise of +1.96%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

SLB, which belongs to the Zacks Technology Services industry, posted revenues of $8.97 billion for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.95%. This compares to year-ago revenues of $8.55 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

SLB shares have added about 23% since the beginning of the year versus the S&P 500's gain of 8.2%.

What's Next for SLB?While SLB has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for SLB was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #4 (Sell) for the stock. So, the shares are expected to underperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.65 on $9.12 billion in revenues for the coming quarter and $2.52 on $36.49 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Technology Services is currently in the top 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, Priority Technology (PRTH - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on August 6.

This company is expected to post quarterly earnings of $0.28 per share in its upcoming report, which represents a year-over-year change of +7.7%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Priority Technology's revenues are expected to be $259 million, up 8% from the year-ago quarter.

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

If you purchased or acquired securities in ZoomInfo between November 3, 2025 and May 11, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - July 24, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against ZoomInfo Technologies, Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

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

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that the true state of ZoomInfo's slowing growth its legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. Further, the Company minimized concerns that customers were moving towards consumption-based usage models and developing internal AI-driven go-to-market solutions.

On May 11, 2026, after the market closed, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and accordingly lowered its 2026 full year financial guidance, and announced it was realigning its downmarket business, laying off 20% of its workforce, and expecting to incur approximately $45-60 million in restructuring costs. On this news, ZoomInfo's stock price fell $1.98, or approximately 33%, to close at $4.06 per share on May 12, 2026.

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

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

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

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

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

What is the ZoomInfo securities fraud lawsuit about?

The lawsuit alleges that ZoomInfo Technologies, Inc. (NASDAQ: GTM) and certain of its officers and directors violated federal securities laws by making materially false and misleading statements to investors during the class period. Specifically, the complaint alleges that defendants issued overwhelmingly positive statements while allegedly concealing the true extent of slowing growth in ZoomInfo's legacy seat-based subscription platforms and weakening customer retention in its downmarket segment. The complaint further alleges that defendants minimized concerns that customers were shifting toward consumption-based usage models and developing internal AI-driven go-to-market solutions, which allegedly masked material adverse trends affecting the Company's business. On May 11, 2026, after markets closed, ZoomInfo allegedly disclosed the severity of these conditions when it announced sharply lowered full-year 2026 guidance, a realignment of its downmarket business, a workforce reduction of approximately 20%, and anticipated restructuring costs of approximately $45-60 million - news that allegedly caused the Company's stock to decline approximately 33% the following trading day.

Who may be eligible to participate in the lawsuit?

Investors who purchased or otherwise acquired ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities during the class period - between November 3, 2025 and May 11, 2026, inclusive - may be eligible to participate in this lawsuit. Eligible investors are not limited to those who seek appointment as lead plaintiff; any class member who suffered losses during the class period may potentially share in any recovery obtained on behalf of the class. Investors are encouraged to review their trading records to determine whether their purchases fall within the applicable class period dates. Participation in the litigation does not require that an investor take an active role in the case or incur out-of-pocket legal expenses to be considered a potential class member.

What is a lead plaintiff, and how can I seek appointment?

A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including selecting and overseeing class counsel and making key strategic decisions in the case. Under the Private Securities Litigation Reform Act, any investor who purchased ZoomInfo Technologies securities during the class period and suffered a loss may move the court for appointment as lead plaintiff. The deadline to file a motion seeking lead plaintiff appointment is August 24, 2026. Importantly, investors are not required to serve as lead plaintiff in order to be eligible to share in any recovery that may result from the litigation; the vast majority of class members participate without taking on that representative role.

What should investors do if they purchased ZoomInfo stock during the Class Period?

Investors who purchased ZoomInfo Technologies, Inc. (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026 should promptly review their brokerage and account records to confirm the dates and prices of any relevant transactions. Investors are strongly encouraged to preserve all documentation related to their ZoomInfo securities purchases, including trade confirmations, account statements, and any communications concerning those investments. Given that the lead plaintiff motion deadline is August 24, 2026, investors who wish to explore their legal options - including the possibility of seeking appointment as lead plaintiff - should act in a timely manner. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their rights and potential claims prior to that deadline.

Why should investors contact Faruqi & Faruqi, LLP?

Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased ZoomInfo securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306286

Source: Faruqi & Faruqi LLP

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SummaryZoetis Inc. trades at a 45% discount to fair value despite resilient fundamentals and long-term growth prospects.ZTS's Q1 2026 saw 2.9% revenue growth and 8.5% adjusted EPS growth, with livestock offsetting domestic pet care weakness.Forward P/E of 10.5 is well below its 10-year average; a fair value multiple of 19 is justified given a 7.5% EPS growth consensus.A dividend yield of 2.8% and a low payout ratio support continued high single-digit dividend growth, despite U.S. softness and competitive risks.Looking for more investing ideas like this one? Get them exclusively at The Dividend Kings. Learn More » EMS-FORSTER-PRODUCTIONS/DigitalVision via Getty Images

Co-authored by Kody's Dividends

How does one shift market sentiment?

That's a question management teams ask themselves regularly. If you could unlock the formula to control market sentiment, you could make a killing in quick trades. Market sentiment

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Analyst’s Disclosure: I/we have a beneficial long position in the shares of ACN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Kody's Dividends, Justin Law, and Rachel Kaufman are part of the Dividend Kings team

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.

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The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

, /PRNewswire/ -- Corteva, Inc. (NYSE: CTVA) today announced its Board of Directors has authorized a common stock dividend of $0.18 cents per share, payable September 15, 2026, to the Company's shareholders of record on September 1, 2026.

EIDP, Inc. Announces Preferred Stock Dividend

The Board of Directors of EIDP, Inc. (formerly known as E. I. du Pont de Nemours and Company) (EIDP) declared regular preferred stock dividends of $1.12-1/2 per share on the $4.50 series preferred stock and $0.87-1/2 per share on the $3.50 series preferred stock – both payable October 23, 2026, to EIDP stockholders of record on October 2, 2026. EIDP, Inc. is a wholly owned subsidiary of Corteva, Inc.

About Corteva
Corteva, Inc. (NYSE: CTVA) is a global pure-play agriculture company that combines industry-leading innovation, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. Corteva generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. With some of the most recognized brands in agriculture and a technology pipeline well positioned to drive growth, the company is committed to maximizing productivity for farmers, while working with stakeholders throughout the food system as it fulfills its promise to enrich the lives of those who produce and those who consume, ensuring progress for generations to come. More information can be found at www.corteva.com.

SOURCE Corteva Agriscience

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SummaryRocket Lab shares have fallen 33% since my last coverage despite Iridium, defense wins, and continued Neutron commercialization progress.The company is becoming increasingly diversified through defense programs, vertical integration, and the transformative Iridium acquisition beyond launch services.Neutron has evolved from a technical milestone into the primary financial catalyst supporting future margins, cash flow, and earnings expansion.China's reusable rocket breakthrough highlights intensifying global competition, reinforcing management's strategy of building recurring revenue beyond launch vehicles.Despite the correction, Rocket Lab still trades near 30x forward sales, making successful execution critical to justify its premium valuation. Trevor Srednick/iStock via Getty Images

Investment Thesis With the SpaceX (SPCX) IPO and the disappearance of the scarcity premium associated with Rocket Lab (RKLB) out of the way, the period ahead is one where execution and not

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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

In theory, REITs should deliver abnormal returns when inflation runs hot. In practice, REITs have barely registered positive returns. While I am not overly bullish on REITs (to say the least), I still see some exceptions that might be worth scooping up.

ZEELAND, Mich., July 24, 2026 (GLOBE NEWSWIRE) -- Gentex Corporation (NASDAQ: GNTX), a leading supplier of digital vision, connected car, dimmable glass, fire protection technologies, medical devices, and consumer electronics, today reported financial results for the three and six months ended June 30, 2026.

Key Takeaways PENN's 2026 earnings are expected to soar 122.8%, with broker ratings up 10% in four weeks.CC's 2026 earnings are projected to jump 24.2%, while broker ratings rose 10% in four weeks.LITE's fiscal 2027 earnings may jump 121.8%, with broker ratings up 4.6% in four weeks. With the second-quarter earnings season in full swing, investors are closely evaluating companies’ quarterly performances. But investment decisions should not be driven solely by near-term results. It is equally important to consider the broader macroeconomic backdrop and assess how prevailing trends could influence a company’s fundamentals and long-term growth prospects.

Geopolitical tensions in the Middle East have pushed global oil prices higher, raising concerns that inflationary pressures could persist in the coming months. This, in turn, reinforces the Federal Reserve’s cautious approach to monetary policy. Investors should also remain mindful of stretched valuations in several artificial intelligence (AI)-related stocks, along with continued uncertainty surrounding tariffs and global trade policies. Against this backdrop, a careful assessment of company-specific strengths, valuation and earnings potential is essential before making investment decisions.

One way to cut short this task is to follow brokers’ recommendations. Stocks like PENN Entertainment, Inc. (PENN - Free Report) , The Chemours Company (CC - Free Report) and Lumentum Holdings Inc. (LITE - Free Report) are worth betting on.

Broker recommendations are typically based on a comprehensive research process involving direct discussions with company management, detailed reviews of regulatory filings, earnings-call assessments, channel checks and wider industry analysis. This enables analysts to judge a company’s fundamentals against macroeconomic developments, sector dynamics, competitive positioning and peer performance rather than evaluating the business in isolation.

A broker upgrade generally reflects a meaningful improvement in an analyst’s outlook for a company. The revision may be driven by several developments that are not yet fully incorporated into consensus estimates or the stock’s prevailing valuation. Therefore, an upgrade may signal a potential inflection point in earnings expectations and overall investor sentiment.

However, broker upgrades should not be viewed as stand-alone investment indicators. They are more effective when considered alongside other fundamental, earnings and valuation factors. Hence, broker recommendations are best used as one component of a broader and well-balanced investment decision-making process.

Selecting the Winning StrategyWe have a screening strategy that may help you identify potential winners.

Broker Rating Upgrades (Four Weeks) of 1% or More: The screen selects stocks that have witnessed broker rating upgrades of 1% or more over the past four weeks.

Current Price Greater Than $5: The stocks must trade above $5.

Average 20-Day Volume Greater Than 100,000: A large trading volume guarantees that the stock is easily tradable.

Zacks Rank Equal to #1 (Strong Buy) or 2 (Buy): Despite good or bad market conditions, stocks with a Zacks Rank #1 or 2 have a proven record of success. You can see the complete list of today’s Zacks #1 Rank stocks here.

VGM Score of A or B: Our research shows that stocks with a VGM Score of A or B, when combined with a Zacks Rank #1 or 2, offer the best upside potential.

3 Stocks With Upgraded Broker RatingsWyomissing, PA-based PENN Entertainment is a multi-jurisdictional owner and operator of gaming and racing facilities with video gaming terminal operations and a focus on slot-machine entertainment. PENN’s portfolio is geographically diverse and includes a broad set of regional properties.

PENN’s 2026 earnings are expected to soar 122.8% year over year. PENN Entertainment, which currently sports a Zacks Rank #1, has witnessed a 10% upward revision in broker ratings over the past four weeks.

Chemours, based in Wilmington, DE, is a leading provider of performance chemicals that are key ingredients in end-products and processes across a host of industries. CC offers its customers solutions across a vast spectrum of industries, including plastics and coatings, refrigeration and air conditioning, mining and general industrial manufacturing and electronics.

Chemours’ 2026 earnings are projected to jump 24.2% on a year-over-year basis. CC, sporting a Zacks Rank #1 at present, has seen a 10% increase in broker ratings over the past four weeks.

Headquartered in San Jose, CA, Lumentum is a provider of optical and photonic products serving cloud, AI/machine learning, telecommunications, consumer and industrial end markets. LITE’s technologies enable high-capacity optical links for intra-data center, data center interconnect, long-haul and submarine networks, and support enterprise networking across SANs, LANs and WANs.

Lumentum’s fiscal 2027 earnings are expected to jump 121.8% year over year. LITE, which currently carries a Zacks Rank #2, has witnessed a 4.6% upward revision in broker ratings over the past four weeks.

Brown Forman NYSE: BF.A shareholders re-elected the company’s board and approved executive compensation and the auditor appointment at the spirits maker’s 2026 Annual Meeting of Stockholders, held at Churchill Downs in Louisville, Kentucky.

Mike Carr, executive vice president, general counsel and secretary, said approximately 96% of Class A stockholders were present or represented by proxy, establishing a quorum. According to preliminary results, each of the 11 director nominees received at least 92% of Class A votes cast. The company said it would issue a press release and file an 8-K with final voting results.

Stockholders also approved, on an advisory basis, compensation for the company’s named executive officers, with more than 85% of Class A shares present and entitled to vote supporting the proposal. The ratification of Ernst & Young as Brown-Forman’s independent registered public accounting firm for fiscal 2027 passed with more than 99% support.

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Chairman Highlights Stewardship, Pernod Ricard Discussions Marshall Farrer, chairman of the board, used his first full-year remarks as chairman to emphasize Brown-Forman’s long-term stewardship and its history of making major decisions amid uncertainty. He pointed to the acquisition of Jack Daniel’s nearly 70 years ago, the creation of Woodford Reserve and the company’s expansion into emerging markets as examples of decisions that shaped the business.

Farrer also addressed the company’s exploration of a potential combination with Pernod Ricard. “It is no secret that we explored a potential combination with Pernod Ricard,” he said, adding that decisions of that magnitude required serious consideration. “Ultimately, we concluded it was not the right path.”

Farrer said the process reinforced the board’s view that Brown-Forman’s brands, people, culture and values remain central to the company’s future.

CEO Retirement and Transition Farrer also acknowledged last week’s announcement that Lawson Whiting plans to retire as president and chief executive officer once a successor is appointed. He thanked Whiting for nearly three decades of leadership and said the transition reflected the company’s focus on preparing Brown-Forman for future leadership.

Whiting told shareholders the decision was personal but said he has confidence in the company’s people, brands and board. “Until we do find a successor, I’m in the seat,” Whiting said. “Know that I’m still focused on running the business and will continue to do that.”

Fiscal 2026 Results and Cash Flow Whiting described the current operating environment as difficult, citing cost pressures, shifting consumer behavior, distributor changes and the leadership transition. He said organic net sales were flat in fiscal 2026, while organic operating income declined 2%. Whiting said the company essentially delivered against the guidance it had provided a year earlier, though he added that Brown-Forman aspires to better long-term results.

The CEO said innovation helped the company navigate the year. He cited Jack Daniel’s Blackberry as a “home run” and said Jack Daniel’s Heritage Barrel, a $70 bottle in the Single Barrel Collection, sold out. He also mentioned King of Kentucky and New Mix as products with strong performance.

Whiting highlighted cash generation as a strength. He said operating cash flow reached $1 billion in fiscal 2026 for the first time in company history, while free cash flow was nearly $900 million. He attributed part of the improvement to the completion of significant capacity investments made in recent years at Jack Daniel’s, Woodford Reserve, tequila facilities and other operations.

Addressing market speculation about the dividend, Whiting said, “It’s not true. Don’t believe that story.” He said the company returned $827 million to shareholders last year, roughly half through the regular dividend and half through share repurchases.

Headwinds: U.S. Demand, Costs and Canada Whiting said the U.S. spirits market has weakened after a long period of steady growth and a pandemic-era spike. He said U.S. distilled spirits demand fell to negative 2% in 2025 and noted that the figure was supported by ready-to-drink products, or RTDs. Excluding spirit-based RTDs, he said the numbers were worse.

He also pointed to higher production costs now flowing through the business. Because whiskey bottled today was often produced in 2021 and 2022, Whiting said elevated costs from that period are now being recognized. He cited increases in barrels, natural gas, corn and wages during that timeframe.

Whiting said Canada remains challenging because the company’s American-made products are not on shelves there. He also discussed major distributor changes in the U.S., saying Brown-Forman had changed partners in about half of the country and “got ahead” of broader disruption affecting the spirits industry.

Tailwinds: Innovation and International Growth Despite the challenges, Whiting said Brown-Forman sees tailwinds in innovation and emerging markets. He said Jack Daniel’s Blackberry, first launched in the U.S., is being expanded into Western Europe and other global markets over time. He also cited demand for flavor and convenience as a lasting trend supporting RTDs.

Whiting highlighted new RTD products including Tennessee Blackberry and Lemonade, an El Jimador spritz product and New Mix, which he said has been a major success in Mexico and recently began entering the U.S. market.

International growth remains a major focus. Whiting said Brown-Forman has shifted from being roughly 60% U.S. and 40% international in 2006 to about 40% U.S. and 60% international today. He said more than half of the company’s employees now live outside the United States.

Looking ahead, Whiting said a strategic priority will be expanding brands beyond Jack Daniel’s internationally, including Woodford Reserve, the company’s tequilas, Gin Mare and Diplomático.

Whiting closed by thanking employees, shareholders and the Brown family, saying the company remains focused on growth despite a difficult environment. “We continue to grow forward, we continue to make this company bigger, we continue to make it more global,” he said.

About Brown Forman (NYSE:BF.A)Brown-Forman Corporation manufactures, bottles, imports, exports, markets, and sells various alcoholic beverages. It provides spirits, wines, whiskey spirits, whiskey-based flavored liqueurs, ready-to-drink and ready-to-pour products, ready-to-drink cocktails, vodkas, tequilas, champagnes, brandy, bourbons, and liqueurs. The company offers its products primarily under the Jack Daniel's, Woodford Reserve, Canadian Mist, GlenDronach, BenRiach, Glenglassaugh, Old Forester, Early Times, Slane Irish Whiskey, Coopers' Craft, el Jimador, Herradura, New Mix, Pepe Lopez, Antiguo, Finlandia, Korbel Champagne, and Sonoma-Cutrer brands.

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].

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

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QuidelOrtho to Report Second Quarter 2026 Financial Results PR Newswire SAN DIEGO, July 24, 2026

Ruská centrální banka snížila základní úrokovou sazbu o čtvrt procentního bodu na 14 procent, a to navzdory vzestupu inflace v souvislosti s ukrajinskými útoky na ruské rafinerie. Banka v dnešní tiskové zprávě zároveň zvýšila odhad letošní inflace a snížila odhad růstu ekonomiky. Vedení banky podle guvernérky Elviry Nabiullinové podrobně zvažovalo návrhy ponechat sazbu beze změny, nebo ji snížit o čtvrt procentního bodu. Objevily se ale také ojedinělé návrhy na její zvýšení.

Centrální banka se už delší dobu snižováním nákladů na půjčky snaží v Rusku podpořit hospodářskou aktivitu. Většina analytiků v anketě agentury Reuters nicméně předpovídala, že na dnešním zasedání banka úroky ponechá beze změny.

Centrální banka předpověděla, že tempo letošního růstu ekonomiky se bude pohybovat mezi nulou a jedním procentem, zatímco dříve celoroční růst odhadovala na 0,5 až 1,5 procenta. Odhad letošní inflace banka zvýšila na 6,0 až 7,0 procenta, v předchozí prognóze hovořila o inflaci 4,5 až 5,5 procenta.

"Analyticky jsme zkoumali, jak se vyvíjí situace v zásobování palivy. To se týká především takzvaných nabídkových šoků. Měnová politika na takové šoky reaguje, pokud mají výrazné sekundární dopady, promítají se do přetrvávající inflace, a samozřejmě závisí na délce jejich trvání," uvedla Nabiullinová k dopadům situace na palivovém trhu.

Ruská ekonomika v letošním prvním čtvrtletí poprvé za tři roky klesla, hrubý domácí produkt (HDP) se snížil o 0,2 procenta. Centrální banka v dnešní zprávě uvedla, že ve druhém čtvrtletí ekonomika rostla mírným tempem. Dodala, že vzestup cen v letních měsících souvisí zejména s jednorázovými faktory.

"Vidíme, že vláda podniká opatření ke stabilizaci situace na trhu s palivy. Pozorně jsme se seznámili se zprávami zástupců našich regionálních poboček. Situace se mírně liší místo od místa, ale v mnoha regionech se podle našich poboček situace skutečně stabilizuje. V našem základním scénáři předpokládáme, že kapacity se budou do konce roku postupně obnovovat," prohlásila šéfka centrální banky.

Dnešní snížení úroků je už desáté po sobě. Banka začala s uvolňováním měnové politiky před rokem, tehdy byla základní sazba na maximu 21 procent. Od té doby centrální banka úroky na každém zasedání snížila, základní sazba nicméně stále zůstává na relativně vysoké úrovni.

"Náš bankovní sektor funguje pod sankcemi už několik let a významná část bank jim už podléhá. Všechny banky, které dosud sankcím nepodléhaly, jsou na takový vývoj připraveny. Předpokládáme, že stejně jako v předchozích obdobích zahrnujících několik vln sankcí se všichni přizpůsobí. Tím spíše, že bankovní sektor má dostatečně velký polštář odolnosti a kapitálu, takže zde nepředvídáme žádné zásadní problémy," dodala Nabiullinová.

Rusko se kvůli své vojenské invazi na Ukrajinu stalo terčem rozsáhlých hospodářských sankcí ze strany západních zemí. Ruská ekonomika následně prokázala vysokou odolnost vůči sankcím, protože hospodářský růst podporovaly masivní vojenské výdaje. V poslední době ale přibývají známky útlumu hospodářské aktivity, na kterou mají negativní dopad mimo jiné vysoké úrokové sazby. Ukrajinské útoky na ruské rafinerie navíc v Rusku způsobily nedostatek benzinu a vedly k růstu jeho ceny.

Ruský prezident Vladimir Putin ale ve čtvrtek označil stav ruské ekonomiky za stabilní. Problémy na trhu s pohonnými hmotami způsobené ukrajinskými útoky na rafinerie jsou podle něj pouze dočasné a celkovou dynamiku hospodářství nemohou ovlivnit.

[url="]HCA Healthcare, Inc.[/url] (NYSE: HCA) today announced financial and operating results for the second quarter ended June 30, 2026. The Company's finan

Posted by Defense World Staff on Jul 24th, 2026

California Public Employees Retirement System boosted its stake in Dycom Industries, Inc. (NYSE:DY – Free Report) by 6.3% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 48,573 shares of the construction company’s stock after purchasing an additional 2,882 shares during the quarter. California Public Employees Retirement System owned about 0.16% of Dycom Industries worth $16,458,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the stock. Sound Income Strategies LLC bought a new stake in shares of Dycom Industries in the fourth quarter worth about $32,000. Kemnay Advisory Services Inc. bought a new position in Dycom Industries during the fourth quarter valued at approximately $30,000. Acumen Wealth Advisors LLC purchased a new position in Dycom Industries during the 4th quarter valued at approximately $35,000. Legacy Wealth Managment LLC ID purchased a new position in Dycom Industries during the 4th quarter valued at approximately $39,000. Finally, Nemes Rush Group LLC bought a new stake in Dycom Industries in the 4th quarter worth approximately $40,000. Institutional investors own 98.33% of the company’s stock.

Dycom Industries Price Performance NYSE:DY opened at $440.32 on Friday. The firm has a market capitalization of $13.22 billion, a price-to-earnings ratio of 41.90, a PEG ratio of 0.76 and a beta of 1.50. The company has a debt-to-equity ratio of 1.48, a current ratio of 2.58 and a quick ratio of 2.46. The business has a 50 day simple moving average of $452.25 and a 200-day simple moving average of $408.98. Dycom Industries, Inc. has a 1 year low of $233.00 and a 1 year high of $566.47.

Dycom Industries (NYSE:DY – Get Free Report) last released its earnings results on Wednesday, May 27th. The construction company reported $4.42 earnings per share for the quarter, beating the consensus estimate of $2.73 by $1.69. Dycom Industries had a return on equity of 24.13% and a net margin of 4.98%.The firm had revenue of $1.96 billion for the quarter, compared to the consensus estimate of $1.67 billion. During the same quarter in the previous year, the company posted $2.09 EPS. The company’s revenue for the quarter was up 56.1% compared to the same quarter last year. Dycom Industries has set its Q2 2027 guidance at 4.400-4.820 EPS. Equities analysts forecast that Dycom Industries, Inc. will post 15.49 EPS for the current year.

Analyst Ratings Changes DY has been the subject of a number of research reports. JPMorgan Chase & Co. increased their target price on Dycom Industries from $415.00 to $650.00 and gave the company an “overweight” rating in a research report on Thursday, May 28th. Cantor Fitzgerald boosted their price target on shares of Dycom Industries from $436.00 to $654.00 and gave the stock an “overweight” rating in a research report on Friday, May 29th. UBS Group reaffirmed a “buy” rating and set a $611.00 price target on shares of Dycom Industries in a research note on Friday, May 29th. Wedbush set a $654.00 price objective on shares of Dycom Industries in a research report on Friday, May 29th. Finally, KeyCorp lifted their price objective on shares of Dycom Industries from $482.00 to $610.00 and gave the stock an “overweight” rating in a research note on Monday, June 1st. Two investment analysts have rated the stock with a Strong Buy rating and eleven have given a Buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Buy” and an average price target of $554.92.

View Our Latest Stock Report on DY

Dycom Industries Company Profile (Free Report)

Dycom Industries, Inc (NYSE: DY) is a leading provider of specialty contracting services to the telecommunications industry in North America. The company delivers engineering, construction, installation and maintenance solutions for communications infrastructure, supporting a broad range of network technologies and system architectures. Dycom’s services span outside plant construction, cable placement, fiber optic deployment, wireless and wireline network engineering, as well as testing and turn-up services for voice, data and video applications.

Dycom’s customer base includes major telecommunications carriers, cable operators, utility companies and competitive local exchange carriers.

Featured Articles Five stocks we like better than Dycom Industries Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding DY? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dycom Industries, Inc. (NYSE:DY – Free Report).

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New York, New York--(Newsfile Corp. - July 24, 2026) - Kaplan Fox & Kilsheimer LLP is investigating potential securities violations against The Ensign Group, Inc. ("Ensign" or the "Company") (NASDAQ: ENSG).

CLICK HERE TO RECEIVE MORE INFORMATION ABOUT THIS INVESTIGATION

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

On June 8, 2026, Hunterbrook Media published a report entitled "Ensign: The Nursing Home Empire Built On Fatal Neglect." The report alleges that "Ensign's business model relies on delivering inadequate care to patients while gaming data on quality, according to Hunterbrook's five-month investigation." The report further alleges "[f]ormer employees in different states described systematic misrepresentations."

Following this news, the price of Ensign stock fell $13.88 per share, or 8.15%, to close at $156.42 per share on June 8, 2026.

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 investigation, 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/the-ensign-group-inc-class-action-alert-learn-more-now/

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306377

Source: Kaplan Fox & Kilsheimer LLP

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Posted by Defense World Staff on Jul 24th, 2026

Atika Capital Management LLC purchased a new stake in shares of United Therapeutics Corporation (NASDAQ:UTHR – Free Report) in the first quarter, according to its most recent 13F filing with the SEC. The fund purchased 12,350 shares of the biotechnology company’s stock, valued at approximately $7,323,000. United Therapeutics makes up 0.9% of Atika Capital Management LLC’s investment portfolio, making the stock its 27th largest position.

Several other institutional investors have also recently made changes to their positions in the company. Leuthold Group LLC boosted its stake in shares of United Therapeutics by 41.4% during the fourth quarter. Leuthold Group LLC now owns 10,672 shares of the biotechnology company’s stock valued at $5,200,000 after purchasing an additional 3,126 shares during the period. UBS Group AG increased its position in shares of United Therapeutics by 45.3% in the fourth quarter. UBS Group AG now owns 225,849 shares of the biotechnology company’s stock valued at $110,045,000 after acquiring an additional 70,445 shares during the period. Perpetual Ltd bought a new position in shares of United Therapeutics during the fourth quarter valued at about $1,059,000. SG Americas Securities LLC raised its stake in shares of United Therapeutics by 88.6% during the fourth quarter. SG Americas Securities LLC now owns 26,960 shares of the biotechnology company’s stock valued at $13,136,000 after acquiring an additional 12,663 shares during the last quarter. Finally, Brookstone Capital Management boosted its holdings in shares of United Therapeutics by 25.4% during the fourth quarter. Brookstone Capital Management now owns 6,622 shares of the biotechnology company’s stock worth $3,227,000 after purchasing an additional 1,342 shares during the period. Institutional investors own 94.08% of the company’s stock.

Insider Activity In other United Therapeutics news, Director Jan Malcolm sold 325 shares of the stock in a transaction that occurred on Friday, July 10th. The shares were sold at an average price of $550.59, for a total value of $178,941.75. Following the transaction, the director directly owned 450 shares in the company, valued at approximately $247,765.50. This trade represents a 41.94% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Martine A. Rothblatt sold 9,500 shares of the company’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $535.99, for a total value of $5,091,905.00. Following the completion of the sale, the chief executive officer owned 40,513 shares of the company’s stock, valued at $21,714,562.87. This trade represents a 19.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 513,333 shares of company stock valued at $286,933,042 in the last quarter. 8.60% of the stock is currently owned by insiders.

United Therapeutics Price Performance NASDAQ UTHR opened at $529.53 on Friday. The stock has a market capitalization of $22.48 billion, a price-to-earnings ratio of 19.55, a PEG ratio of 1.76 and a beta of 0.58. United Therapeutics Corporation has a 1-year low of $272.12 and a 1-year high of $609.35. The business’s fifty day moving average price is $548.68 and its 200-day moving average price is $531.41.

United Therapeutics (NASDAQ:UTHR – Get Free Report) last issued its quarterly earnings data on Wednesday, May 6th. The biotechnology company reported $5.82 EPS for the quarter, missing the consensus estimate of $7.00 by ($1.18). The firm had revenue of $781.50 million during the quarter, compared to the consensus estimate of $797.40 million. United Therapeutics had a return on equity of 19.24% and a net margin of 40.62%.The business’s revenue was down 1.6% on a year-over-year basis. During the same period in the previous year, the firm earned $6.63 EPS. Equities research analysts anticipate that United Therapeutics Corporation will post 26.63 EPS for the current year.

Analyst Ratings Changes Several analysts recently issued reports on UTHR shares. TD Cowen reissued a “buy” rating on shares of United Therapeutics in a research note on Thursday, May 21st. Morgan Stanley set a $516.00 target price on United Therapeutics in a report on Thursday, May 7th. JPMorgan Chase & Co. raised their price target on United Therapeutics from $685.00 to $687.00 and gave the stock an “overweight” rating in a research note on Thursday. Bank of America dropped their price target on United Therapeutics from $620.00 to $613.00 and set a “neutral” rating for the company in a research note on Friday, July 10th. Finally, Raymond James Financial assumed coverage on shares of United Therapeutics in a research report on Friday, April 10th. They set an “outperform” rating and a $700.00 price objective on the stock. Eleven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $648.33.

Check Out Our Latest Research Report on UTHR

United Therapeutics Profile (Free Report)

United Therapeutics Corporation (NASDAQ: UTHR) is a biotechnology company dedicated to the development and commercialization of unique products to address life-threatening illnesses. The company’s primary focus has been on pulmonary arterial hypertension (PAH), where it has launched several therapies designed to improve functional capacity and quality of life for patients. Its marketed products include continuous infusion treprostinil (Remodulin), inhaled treprostinil (Tyvaso), oral treprostinil (Orenitram) and tadalafil (Adcirca), each tailored to different modes of administration and patient needs.

Featured Articles Five stocks we like better than United Therapeutics Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

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Silver trades at 58.610, slipping under the $60 floor of its months-long range after peaking near $128 in January. Source: TradingView The silver market has shown itself to be somewhat positive in early pre-market trading, but ultimately, this is a market that just continues to grind back and forth. The market continues to see a lot of questions asked of the $60 level. The $60 level, of course, is a large, round, psychologically significant figure in an area that previously had been important. We have sliced through it a couple of times now, and generally speaking, most people believe that is a sign of the market getting rid of that importance. We’ll just have to wait and see whether or not there is still going to be importance attached to it.

Key Market Levels The 50-day EMA crossed below the 200-day EMA a while ago, about 6 or 7 sessions ago, kicking off the so-called death cross. More important for the session on Friday, interest rates in America did drift a little bit lower. That generally can help silver as it is highly sensitive to interest rates, but at this point in time, it’s more or less about the idea that silver is a very negative market. It has been drifting lower for a while, and sellers continue to return anytime there seems to be an overbought condition.

33% meer cores, 2x zoveel PCIe-bandbreedte en 2,6x meer geheugenbandbreedte zorgen voor een enorme prestatieboost bij veeleisende taken De uitgebreide rack-scale-systemen, die zijn uitgerust met AMD EPYC-processoren van de 6 e generatie en AMD Instinct™ GPU's, gebaseerd op de DCBBS-architectuur, zijn geoptimaliseerd voor cloud-, enterprise-, opslag-, HPC- en AI-workloads Het breedste portfolio in de sector omvat ook het AMD Helios-platform met 72 GPU's, dat is ontworpen voor grootschalige AI-training en inferentie met hoge doorvoercapaciteit , /PRNewswire/ -- Super Micro Computer, Inc. (NASDAQ: SMCI),  een leverancier van totaaloplossingen op het gebied van AI, enterprise, opslag en 5G/edge, met Data Center Building Block Solutions® (DCBBS), heeft vandaag zijn H15-serverportfolio van de volgende generatie aangekondigd, aangedreven door 6e generatie AMD EPYC™ 9006-serie CPU's. Deze zijn geoptimaliseerd voor GPU's van de volgende generatie, waaronder AMD Instinct™, en verbonden via AMD Pensando™-netwerken. Met maximaal 256 cores en 512 threads voldoen H15-systemen aan de groeiende rekenbehoeften van cloud-, bedrijfs-, opslag-, high-performance computing (HPC) en agentgebaseerde AI-workloads. De CPU is in prestaties 1,7x verbeterd ten opzichte van de vorige generatie1. Dankzij het uitgebreide geheugen- en dei I/O-bandbreedte samen met de toonaangevende dichte rekenkracht kunnen klanten nu meer AI-agents samen laten draaien, bedrijfsapplicaties versnellen en de prestaties van host-nodes maximaliseren binnen de bestaande stroomlimieten.

All-New Supermicro Servers with AMD EPYC 9006 Series CPUs "De nieuwste toevoegingen aan onze met AMD-processoren uitgerust DCBBS-serie, bieden de met hoge prestaties geoptimaliseerde AI-infrastructuur van de volgende generatie, snelle schaalbaarheid en maximale efficiëntie," aldus Vik Malyala, Chief Business Officer bij Supermicro. "We blijven klanten helpen om AI met vertrouwen in te zetten en op te schalen. Hierbij worden we gesteund door ons wereldwijde serviceteam, onze veerkrachtige Amerikaanse toeleveringsketen en onze voortdurende investeringen in Amerikaanse AI-innovatie."

Lees hier meer over het assortiment AMD-servers van Supermicro en bekijk deze videosamenvatting. 

"Bedrijven gaan agentic AI steeds meer op grotere schaal inzetten. Dit vereist een infrastructuur met uitzonderlijke prestaties, efficiëntie en flexibiliteit," aldus Dan McNamara, senior vicepresident en algemeen directeur van Compute and Enterprise AI bij AMD. "Dankzij de combinatie van de nieuwste AMD EPYC-processoren, Instinct-GPU's en AMD Pensando-netwerktechnologie met de modulaire server- en rack-scale-ontwerpen van Supermicro, kunnen klanten hun AI-infrastructuur sneller implementeren en tegelijkertijd de bezettingsgraad verbeteren. Ook wordt het energieverbruik verminderd, en zijn de totale eigendomskosten verlaagd."  

H15 Portfolio biedt een geoptimaliseerde infrastructuur voor elke workload

De nieuwe H15-portfolio omvat speciaal ontwikkelde systemen die zijn geoptimaliseerd voor een breed scala aan implementaties van bedrijfs- en AI-infrastructuur:

Hyper – Het toonaangevende dual-socket-platform, speciaal ontworpen voor bedrijfsapplicaties, AI-inferentie, virtualisatie en cloud-workloads, met een geavanceerd thermisch ontwerp dat de krachtigste AMD EPYC-processors ondersteunt. 

CloudDC – Een server met één of twee aansluitingen, ontworpen voor omgevingen op cloudschaal en gebaseerd op de DC-MHS-specificatie (Data Center Modular Hardware System) van het Open Compute Project (OCP), om compatibiliteit met open datacenternormen te waarborgen.

GrandTwin® – Een 2U-architectuur met vier nodes en hoge dichtheid, ontworpen voor scale-out-omgevingen, waaronder objectopslag, virtualisatie, clouddiensten en high-performance computing.

FlexTwin™ – Een 1OU-rekenplatform met twee nodes, hoge prestaties en hoge dichtheid, dat dankzij vloeistofkoeling de rekendichtheid en energie-efficiëntie voor cloud-native en hyperscale-implementaties maximaliseert.

Petascale Storage – 1U- en 2U-all-flash-opslagplatforms met hoge capaciteit, geoptimaliseerd voor op softwaregedefinieerde opslag gebaseerde AI-datameren, grootschalige analyses en HPC-omgevingen, met een capaciteit tot 4,8 PB per systeem.

SuperBlade® - H15 8U 10 SuperBlade vertegenwoordigt een baanbrekende architectuur van de volgende generatie op rack-schaal voor HPC, AI-inferentie, agentic AI en rekenworkloads op enterprise-niveau met CPU en GPU. Het platform ondersteunt zowel blade-configuraties met één als met twee aansluitingen, inclusief zowel luchtgekoelde als vloeistofgekoelde versies die zijn geoptimaliseerd voor maximale dichtheid, hoge prestaties en efficiëntie, voor een breed scala aan infrastructuurtoepassingen.

Uitbreiding van de door AMD-GPU's aangedreven AI-infrastructuur

Als aanvulling op het H15-serverassortiment blijft Supermicro zijn door AMD GPU's aangedreven AI-infrastructuur uitbreiden met nieuwe PCIe GPU-servers en het rack-scale Supermicro AMD Helios-platform. Computex 2026 laat zien dat deze oplossingen organisaties flexibele implementatiemogelijkheden bieden, variërend van AI-inferentie op bedrijfsniveau tot grootschalige AI-training.

5U PCIe GPU-servers met AMD Instinct™ MI350P GPU's

De Supermicro AS-5126GS-TNRT en AS-5126GS-TNRT2 zijn ontworpen om de prestaties van AMD Instinct MI350P PCIe-GPU's optimaal te benutten. Deze systemen ondersteunen tot tien GPU's in een standaard 5U-platform met luchtkoeling. Ze bieden uitzonderlijke AI-versnelling en maken gebruik van de bestaande stroom- en koelingsinfrastructuur van het datacenter.

Door de PCIe-architectuur met hoge dichtheid van Supermicro te combineren met AMD Instinct MI350P-GPU's, die beschikken over maximaal 144 GB HBM3e-geheugen en ondersteuning bieden voor AI-formaten met lage precisie, kunnen organisaties AI-inferentie en -training versnellen. Tegelijkertijd verbeteren zij de efficiëntie van hun infrastructuur, verkleinen zij de voetafdruk van het datacenter en verlagen zij de totale eigendomskosten (TCO).

Open Ethernet-netwerken met de AMD Pensando™ Pollara 400 AI NIC

De AMD Pensando Pollara 400 AI NIC biedt krachtige, open Ethernet-netwerkmogelijkheden voor AI-infrastructuur. Het maakt front-end-, opslag- en scale-out-connectiviteit mogelijk voor AMD Instinct MI350P-ondersteunde systemen. Daarbij levert het de hoge bandbreedte, lage latentie en efficiëntie die nodig zijn voor AI-training en -inferentie. Dankzij de combinatie van AMD Instinct MI350P GPU's en de AMD Pensando Pollara 400 AI NIC kunnen klanten open, krachtige AI-clusters opzetten die schaalbaar zijn van één enkele server tot grote implementaties met meerdere racks, binnen een standaard Ethernet-infrastructuur.

Supermicro AMD Helios-platform 

Voor organisaties die geavanceerde AI-modellen implementeren, werkt Supermicro samen met AMD aan de levering van het Supermicro AMD Helios Platform. De rack-scale-oplossing met 72 GPU's is ontworpen voor grootschalige AI-training en inferentie met hoge doorvoercapaciteit.

Het vloeistofgekoelde platform combineert AMD Instinct MI455X GPU's, 6e generatie AMD EPYC-processoren, AMD Pensando-netwerktechnologieën en de AMD ROCm™-softwarestack om een open, krachtige AI-infrastructuur te creëren. Het platform ondersteunt implementaties van elke omvang en stelt klanten in staat om efficiënt op te schalen en tegelijkertijd de prestaties, energie-efficiëntie en operationele flexibiliteit te maximaliseren.

DCBBS van Supermicro brengt deze technologieën samen in een complete, geteste AI-infrastructuur. Hiermee kunnen organisaties oplossingen implementeren variërend van afzonderlijke servers tot volledig geïntegreerde systemen op rack- en datacenterniveau. Met toonaangevende oplossingen op het gebied van ontwerp, productie, vloeistofkoeling, netwerken, software en wereldwijde ondersteuningsdiensten blijft Supermicro klanten helpen de invoering van AI te versnellen, met een kortere implementatietijd, een verbeterde energie-efficiëntie en verlaagde totale eigendomskosten.

Kom zeker even langs bij de Supermicro-stand tijdens de AMD Advancing AI Day 2026, op 22 en 23 juli 2026 in Moscone West in San Francisco,. U krijgt hier een uitgebreide productdemonstratie onder leiding van Supermicro-experts. Supermicro presenteert bovendien de meest compacte EPYC 9006-rackopstelling, met 96 EPYC 9006-CPU's in een 42U-rack op basis van het FlexTwin-systeem, dat op de AMD-stand wordt getoond.

1Prestatieverbetering van 1,7x volgens door AMD gepubliceerde SPECInt Rate 2017-resultaten.

Over Super Micro Computer, Inc. 

Supermicro (NASDAQ: SMCI) is een wereldwijd toonaangevend bedrijf op het gebied van allesomvattende IT-oplossingen met toepassingsoptimalisatie. Supermicro is opgericht en gevestigd in San Jose, Californië, en streeft naar het leveren van first-to-market innovatie voor Enterprise, Cloud, AI en 5G Telco/Edge IT-infrastructuur. We zijn een Total IT Solutions provider met server, AI, storage, IoT, switch systemen, software en ondersteunende diensten. Supermicro's expertise op het gebied van moederbord-, voeding- en chassisontwerp maakt onze ontwikkeling en productie verder mogelijk, waardoor innovatie van de volgende generatie, van cloud tot edge, mogelijk wordt voor onze wereldwijde klanten. Onze producten worden in eigen huis ontworpen en geproduceerd (in de VS, Taiwan en Nederland). Hierbij maken we gebruik van wereldwijde faciliteiten voor schaal en efficiëntie, geoptimaliseerd om de TCO te verlagen en de impact op het milieu te verminderen (Green Computing). Het bekroonde portfolio van Server Building Block Solutions® stelt klanten in staat hun systeem te optimaliseren voor hun exacte workload en toepassing door een keuze te maken uit een brede selectie van systemen die zijn opgebouwd uit onze flexibele en herbruikbare bouwstenen, met ondersteuning van een grote verscheidenheid van vormfactoren, processoren, geheugen, GPU's en opslag-, netwerk-, voedings- en koeloplossingen (airconditioning, vrije luchtkoeling of vloeistofkoeling).

Supermicro, Server Building Block Solutions en We Keep IT Green zijn handelsmerken en/of gedeponeerde handelsmerken van Super Micro Computer, Inc.

Alle andere merken, namen en handelsmerken zijn eigendom van de respectieve eigenaars.

AMD, het AMD Arrow-logo, EPYC, AMD Instinct, Pensando, ROCm en de combinatie daarvan zijn handelsmerken van Advanced Micro Devices, Inc.

Posted by Defense World Staff on Jul 24th, 2026

Assetmark Inc. increased its holdings in shares of Stifel Financial Corporation (NYSE:SF – Free Report) by 35.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 35,780 shares of the financial services provider’s stock after purchasing an additional 9,413 shares during the period. Assetmark Inc.’s holdings in Stifel Financial were worth $2,645,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Fifth Third Bancorp increased its holdings in shares of Stifel Financial by 430.4% in the first quarter. Fifth Third Bancorp now owns 73,993 shares of the financial services provider’s stock worth $5,470,000 after purchasing an additional 60,042 shares during the period. Horizon Investments LLC raised its position in Stifel Financial by 146.7% during the fourth quarter. Horizon Investments LLC now owns 63,089 shares of the financial services provider’s stock valued at $7,900,000 after purchasing an additional 37,516 shares in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its stake in Stifel Financial by 49.9% in the first quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 38,209 shares of the financial services provider’s stock worth $2,824,000 after buying an additional 12,727 shares in the last quarter. Hillsdale Investment Management Inc. purchased a new stake in Stifel Financial in the first quarter worth approximately $1,001,000. Finally, Polianta Ltd bought a new position in Stifel Financial during the first quarter valued at approximately $1,522,000. 82.01% of the stock is owned by institutional investors.

Key Stifel Financial News Here are the key news stories impacting Stifel Financial this week:

Positive Sentiment: Stifel reported Q2 2026 EPS of $1.42, topping estimates, while revenue of $1.45 billion also beat forecasts; the company highlighted record revenue and stronger profitability, which supports the stock. Stifel Reports Second Quarter 2026 Results Positive Sentiment: JPMorgan raised its price target on Stifel Financial from $80 to $86, signaling improved valuation expectations even while maintaining a neutral rating. Benzinga report on JPMorgan price target increase Neutral Sentiment: Coverage around the earnings call and transcript is drawing additional attention to the quarter, but it does not appear to add materially new information beyond the reported results. Stifel Financial Corp Q2 2026 Earnings Call Highlights Neutral Sentiment: One market recap noted that Stifel missed sales expectations on a separate headline, but that appears to be outweighed by the company’s own reported beat on revenue and earnings. Stifel misses Q2 CY2026 sales expectations Stifel Financial Trading Up 0.4% NYSE SF opened at $79.63 on Friday. Stifel Financial Corporation has a 12 month low of $67.81 and a 12 month high of $89.83. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 0.29. The stock’s fifty day moving average price is $73.23 and its 200-day moving average price is $76.80. The stock has a market cap of $12.22 billion, a P/E ratio of 14.25 and a beta of 1.01.

Stifel Financial (NYSE:SF – Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The financial services provider reported $1.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.33 by $0.09. The firm had revenue of $1.45 billion during the quarter, compared to analyst estimates of $1.42 billion. Stifel Financial had a return on equity of 19.32% and a net margin of 16.11%.During the same quarter in the previous year, the firm earned $1.71 EPS. Stifel Financial’s quarterly revenue was up 13.0% compared to the same quarter last year. As a group, equities analysts forecast that Stifel Financial Corporation will post 6.22 EPS for the current fiscal year.

Stifel Financial Cuts Dividend The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Monday, June 1st were issued a $0.34 dividend. The ex-dividend date of this dividend was Monday, June 1st. This represents a $1.36 dividend on an annualized basis and a dividend yield of 1.7%. Stifel Financial’s dividend payout ratio (DPR) is presently 26.46%.

Wall Street Analysts Forecast Growth SF has been the topic of several recent research reports. UBS Group set a $90.00 target price on shares of Stifel Financial in a report on Thursday. Zacks Research upgraded Stifel Financial from a “strong sell” rating to a “hold” rating in a research report on Wednesday, May 20th. JPMorgan Chase & Co. boosted their target price on Stifel Financial from $80.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Stifel Financial in a report on Friday, May 29th. Five equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $91.67.

View Our Latest Stock Report on SF

About Stifel Financial (Free Report)

Stifel Financial Corp. is a diversified financial services holding company headquartered in St. Louis, Missouri. Founded in 1890, the firm has grown into a full‐service brokerage and investment banking organization serving individual investors, corporations and institutions. Through its principal subsidiary, Stifel, Nicolaus & Company, Incorporated, the company delivers a broad array of financial products and services backed by research‐driven insights.

The firm’s main business activities are organized into two core segments: Private Client Group and Institutional Group.

Featured Articles Five stocks we like better than Stifel Financial Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market Want to see what other hedge funds are holding SF? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Stifel Financial Corporation (NYSE:SF – Free Report).

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Merchants Bancorp does business in just a small slice in the state of Indiana. MBIN demonstrates financial strength by redeeming preferreds and maintaining decent coverage ratios: 5.7x net income to preferred dividends and 3.2x TCE to par. MBIN's business model leverages high-margin mortgage warehousing, supporting book value growth and stable preferred dividend coverage.

DUNKIRK, N.Y., July 24, 2026 (GLOBE NEWSWIRE) -- Lake Shore Bancorp, Inc. (“Lake Shore Bancorp”) (NASDAQ: LSBK), the holding company for Lake Shore Bank (the “Bank”), announced today that the Board of Directors declared a cash dividend of $0.09 per share on its outstanding common stock on July 22, 2026. The dividend is expected to be paid on August 12, 2026 to shareholders of record as of August 3, 2026.

Posted by Defense World Staff on Jul 24th, 2026

California Public Employees Retirement System cut its position in shares of TransUnion (NYSE:TRU – Free Report) by 3.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 264,671 shares of the business services provider’s stock after selling 9,840 shares during the quarter. California Public Employees Retirement System owned about 0.14% of TransUnion worth $18,313,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Dodge & Cox acquired a new stake in TransUnion during the 4th quarter worth approximately $843,952,000. Independent Franchise Partners LLP lifted its position in TransUnion by 99.7% during the fourth quarter. Independent Franchise Partners LLP now owns 9,136,903 shares of the business services provider’s stock valued at $783,489,000 after buying an additional 4,561,619 shares in the last quarter. State Street Corp lifted its position in TransUnion by 62.2% during the third quarter. State Street Corp now owns 6,781,771 shares of the business services provider’s stock valued at $568,177,000 after buying an additional 2,600,425 shares in the last quarter. Invesco Ltd. grew its stake in TransUnion by 355.9% during the third quarter. Invesco Ltd. now owns 2,637,776 shares of the business services provider’s stock worth $220,993,000 after buying an additional 2,059,177 shares during the period. Finally, Vulcan Value Partners LLC purchased a new stake in TransUnion during the fourth quarter worth approximately $91,043,000.

Insiders Place Their Bets In related news, insider Todd C. Skinner sold 1,000 shares of the stock in a transaction dated Wednesday, July 1st. The stock was sold at an average price of $72.64, for a total value of $72,640.00. Following the completion of the transaction, the insider owned 64,634 shares of the company’s stock, valued at approximately $4,695,013.76. This represents a 1.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Heather J. Russell sold 6,683 shares of the firm’s stock in a transaction that occurred on Friday, May 29th. The shares were sold at an average price of $71.87, for a total value of $480,307.21. Following the sale, the executive vice president owned 45,248 shares of the company’s stock, valued at approximately $3,251,973.76. This trade represents a 12.87% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 30,155 shares of company stock valued at $2,177,102 over the last ninety days. Insiders own 0.37% of the company’s stock.

TransUnion Trading Down 2.1% NYSE TRU opened at $73.81 on Friday. The stock has a market cap of $14.23 billion, a P/E ratio of 20.45, a PEG ratio of 1.35 and a beta of 1.55. The company’s fifty day simple moving average is $71.68 and its 200-day simple moving average is $73.74. The company has a current ratio of 1.93, a quick ratio of 1.93 and a debt-to-equity ratio of 1.10. TransUnion has a 52 week low of $63.37 and a 52 week high of $99.39.

TransUnion (NYSE:TRU – Get Free Report) last released its quarterly earnings results on Tuesday, April 28th. The business services provider reported $1.18 earnings per share for the quarter, beating analysts’ consensus estimates of $1.11 by $0.07. TransUnion had a net margin of 14.91% and a return on equity of 16.09%. The business had revenue of $1.25 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the business earned $1.05 EPS. The business’s revenue was up 13.7% on a year-over-year basis. TransUnion has set its Q2 2026 guidance at 1.130-1.150 EPS. Equities research analysts predict that TransUnion will post 4.14 EPS for the current fiscal year.

TransUnion Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Thursday, June 11th. Stockholders of record on Wednesday, May 27th were paid a dividend of $0.125 per share. The ex-dividend date was Wednesday, May 27th. This represents a $0.50 annualized dividend and a dividend yield of 0.7%. TransUnion’s dividend payout ratio (DPR) is currently 13.85%.

Wall Street Analyst Weigh In A number of equities analysts have recently commented on TRU shares. Weiss Ratings raised shares of TransUnion from a “hold (c-)” rating to a “hold (c)” rating in a research note on Thursday, July 16th. Bank of America lowered their price target on TransUnion from $83.00 to $80.00 and set a “neutral” rating for the company in a report on Tuesday, May 19th. UBS Group raised their price objective on TransUnion from $72.00 to $77.00 and gave the company a “neutral” rating in a research report on Thursday, July 2nd. JPMorgan Chase & Co. reduced their price objective on TransUnion from $95.00 to $90.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 29th. Finally, Mizuho decreased their target price on TransUnion from $88.00 to $77.00 and set a “neutral” rating for the company in a research report on Thursday, July 2nd. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, TransUnion has a consensus rating of “Moderate Buy” and an average price target of $91.60.

Get Our Latest Stock Report on TRU

TransUnion Profile (Free Report)

TransUnion is a global information and insights company that helps businesses and consumers make critical decisions using data and analytics. As one of the three major credit bureaus in the United States, TransUnion collects and aggregates credit information on individuals and businesses, providing credit reports, risk scores and portfolio management tools to financial institutions, lenders, landlords and other decision makers. Its consumer-facing products enable individuals to monitor credit status, detect identity theft and access personalized financial insights.

The company’s offerings span credit risk assessment, identity management, fraud prevention and marketing solutions.

Featured Articles Five stocks we like better than TransUnion Premium Retail’s Stress Test Is Separating Winners From Losers D-Wave Quantum or a Quantum ETF: Which Is the Better Bet? GE Vernova Just Sent a Mixed AI Signal to Investors Alphabet Crushed Earnings, But One Number Spooked the Market

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SEI Investments (NASDAQ:SEIC) reported what executives described as an “outstanding” second quarter of 2026, with quarterly records for revenue, adjusted operating profit and adjusted earnings per share.

Chief Executive Officer Ryan Hicke said revenue rose 15% from the prior year, adjusted operating profit increased 36% and adjusted EPS grew 38%. Hicke told analysts the results reflected changes made over the past several years, including more disciplined capital allocation, an evolved value proposition and execution of strategic goals laid out at the company’s investor day.

“This quarter is less about what happened during the last three months and more a reflection of the changes we have made over the past few years,” Hicke said.

Operating Leverage Drives Earnings Growth Chief Financial and Chief Operating Officer Sean Denham said the increase in adjusted EPS was driven primarily by core operating performance, including mid-teens revenue growth, 500 basis points of margin expansion and a 3% reduction in share count.

The quarter also included investment-related gains. Denham said SEI’s consolidated co-investment in an LSV hedge fund contributed $7.5 million through the net gain on variable interest entities line item. He said SEI invested $50 million in that strategy last year, and it has generated more than $12 million of gains over the last 12 months after excluding non-controlling interests. SEI also recognized nearly $4 million of mark-to-market gains across several other co-investments during the quarter.

Denham said revenue and operating profit increased across most of SEI’s businesses. Investment Managers Services generated 17% revenue growth, reflecting the conversion of prior sales into revenue. Private Banking revenue increased 11%, driven by growth within the existing client base. Advisors revenue rose 30%, benefiting from higher market values and the contribution from Stratos.

Institutional was the exception, with operating profit roughly flat from the prior year as SEI continued investing in asset management initiatives.

Sales Events Remain Elevated SEI reported $43 million of sales events during the quarter, following a record $67 million in the first quarter. Year-to-date sales events totaled $110 million.

Hicke said Investment Managers Services generated more than $32 million of sales events, driven by both new client wins and expanded relationships with existing clients. Denham said about three-quarters of IMS sales events came from alternative investments.

Private Banking produced more than $13 million of sales events, with activity tied to new regional bank wins, conversions from TRUST 3000 to the SEI Wealth Platform, and demand for professional services, including SEI Data Cloud. Denham said Private Banking also executed contract renewals representing $13 million of annualized revenue during the quarter, following $34 million in the first quarter.

Across Advisors and Institutional, net sales events were modestly negative. Denham said SEI continues to see demand for newer offerings such as ETFs and separately managed accounts, though those products generally carry lower fee rates than traditional mutual funds.

Private Markets, ETFs and Stratos Highlight Growth Plans Hicke pointed to several growth investments that he said currently contribute little to financial results but could become meaningful over time. One focus is expanding private markets into retail and retirement channels. He said SEI’s registered transfer agency, fund administration platform and trust company create a “full-stack capability” for managers seeking administration, transfer agency, investor servicing, compliance and operational infrastructure.

Hicke said SEI believes its retail alternatives and private markets retirement initiatives have the potential to become a business generating more than $100 million of annual run-rate revenue within five years.

SEI also continues to expand its asset management strategy. Hicke said the company launched its latest active factor ETF, SEUS, bringing its ETF lineup to 10 funds. He said SEI’s ETF business has grown from $3 billion to more than $8 billion over the past 12 months. He also cited SEI’s recently announced partnership with Carlyle as an example of product development tied to market opportunity.

Stratos, SEI’s advisor-focused platform, also remains a focus. Hicke said SEI advisors are showing interest in succession, liquidity and growth solutions without leaving the company’s ecosystem. Denham said Stratos contributed $21 million of revenue in the quarter, up 11% from the first quarter, and generated $2 million of operating profit before non-controlling interests. Excluding acquisition-related intangible amortization, Stratos EBITDA exceeded $9 million.

Technology and AI Investments Continue Management also emphasized investments in data, automation and artificial intelligence. Hicke said enhancements to SEI Data Cloud and the IMS platform are helping clients access information faster, simplify integrations, reduce operational complexity and make better use of data.

Sneha Shah, a member of SEI’s executive management team, said clients are asking SEI for help as they rethink operating models and evaluate where to use partners. She said SEI is seeing demand for SEI Data Cloud services and professional services tied to AI readiness.

Denham said SEI’s relationship with IBM is intended to support automation and help the company co-create agents for labor-intensive processes. Hicke said the IBM relationship is an enterprise-wide initiative, starting with IMS and expanding to other areas of the company.

Capital Returns and Outlook SEI ended the quarter with nearly $400 million of cash. The company repurchased $112 million of stock during the quarter at an average price of $87. Denham said repurchase activity was lower than in the first quarter, when market volatility created what SEI viewed as a significant opportunity, but said the company expects repurchases to increase from second-quarter levels.

Asked about balancing buybacks with acquisitions, Denham said SEI has roughly a $600 million revolving credit facility that is essentially untouched, giving the company capacity to support M&A activity, including Stratos-related opportunities.

SEI did not provide formal guidance. In response to an analyst question about sustaining low- to mid-teens revenue growth, Hicke said the company does not give guidance but described pipelines as “as strong as they’ve ever been” and said management is encouraged by what it sees for second-half revenue.

About SEI Investments (NASDAQ:SEIC) SEI Investments Company is a global provider of asset management, investment processing, and investment operations solutions. The firm offers a range of services designed to help financial institutions, private banks, wealth managers and family offices streamline back-office functions and enhance front-office capabilities. SEI’s technology platforms support various stages of the investment lifecycle, including trade execution, performance reporting, risk analytics and client communications.

The company’s core offerings include outsourced fund administration, custody and trust services, managed account solutions, and wealth management technology.