Warren Buffett spent decades assembling Berkshire Hathaway’s equity book around a simple principle: Own high-quality businesses that produce predictable cash flow and share it with owners. Three of the longest-tenured holdings in that portfolio, Coca-Cola, American Express, and Chevron, all pushed their dividends higher over the past six months, and each offers a distinct income and growth profile heading into the back half of 2026. Here’s why July is a reasonable window for investors to examine each one.
Coca-Cola (KO) Coca-Cola (NYSE:KO | KO Price Prediction) has been the archetypal Buffett income holding for decades, and the fundamentals still look sturdy. The company delivered $816 million in dividend income to Berkshire in 2025 alone, on a cost-basis yield that Berkshire’s disclosures pegged at 65%. That is what compounding at scale looks like.
Q1 2026 results reinforced the thesis. Coca-Cola posted EPS of 86 cents against the 81 cents expected, with revenue of $12.47 billion up 12.1% year over year and organic revenue growth of 10%. Operating margin expanded to 35.0% from 32.9%, and Coca-Cola Zero Sugar volume grew 13%. Management guided FY2026 organic revenue growth to 4-5% and comparable EPS growth to 8-9%.
The current quarterly dividend sits at 53 cents per share, up from 51 cents in 2025, extending a streak of annual increases that now stretches back more than six decades. Shares traded around $83.93 on July 8, up more than 21% year to date. The forward P/E of 26 is not cheap and a dividend yield of 2.53% reflects that.
The risk: FX headwinds, a $960 million BODYARMOR impairment, and roughly 4% headwind from divestitures including the pending Coca-Cola Beverages Africa sale can weigh on reported growth even as the underlying business hums.
American Express (AXP) American Express (NYSE:AXP) is the growth engine of the Buffett dividend trio. The company recently raised its quarterly dividend from $0.82 to $0.95 per share, roughly a 16% bump, and Berkshire collected $479 million in AXP dividend income during 2025 on a 44% cost-basis yield. The stock has gained nearly 125% since the start of 2023, elevating its weight in Berkshire’s equity portfolio.
Q1 2026 numbers were strong across the board. AXP reported EPS of $4.28 versus $3.99 expected, revenue of $18.91 billion, and net income of $2.97 billion, up 15%. Billed business hit $428.0 billion, and card member spending climbed 10%, the highest quarterly growth in three years. Net card fee revenues grew double digits for a 30th consecutive quarter. The write-off rate improved to 2.0% from 2.1%. Management reaffirmed FY2026 guidance of 9% to 10% revenue growth and EPS of $17.30 to $17.90.
CEO Stephen J. Squeri said, “We had a very strong start to the year, reflecting continued momentum across our premium customer base.” Shares traded around $337.34 on July 8 after an 8.02% rally over the past month, with a forward P/E of 20 and analyst target of $366.58.
The risk: Macro and geopolitical uncertainty, potential credit card interest rate caps, and rising variable engagement costs could compress margins if premium spending slows.
Chevron (CVX) Chevron (NYSE:CVX) is the highest-yielding name in this group and the one most tied to the commodity cycle. The quarterly dividend was recently raised to $1.78 per share, up from $1.71, extending a 39-year streak of annual increases. Trailing yield sits near 4.08%.
Q1 2026 marked Chevron’s sixth consecutive EPS beat. Adjusted EPS came in at $1.41 versus 97 cents expected, a 45.56% beat. Worldwide net oil-equivalent production jumped 15% to 3,858 MBOED, powered by the Hess acquisition and record U.S. output above 2 million bpd for a third straight quarter. Chevron repurchased $2.5 billion in Q1, its 16th consecutive quarter returning more than $5 billion to shareholders. In 2025 alone, the company returned $27.1 billion to shareholders.
Wolfe Research upgraded CVX to Outperform with a $210 price target on July 6, citing Guyana as a near-term free cash flow catalyst. CEO Mike Wirth said, “Chevron delivered solid first quarter performance, underscoring the resilience of our portfolio and the value of disciplined execution.” Shares traded around $175.66 on July 8, still up nearly 13% year to date despite a roughly 17% pullback from their 2026 high.
The risk: Citigroup sees Brent falling to $60–$65/barrel by year-end, and Goldman Sachs forecasts a 3 million bpd global oil surplus by 2027. Political friction in California and Venezuela operational uncertainty add to the volatility.
What to Watch Next Each of these Berkshire mainstays offers a different flavor of the same underlying thesis: durable brands, disciplined capital returns, and dividends that keep climbing. Coca-Cola gives defensive stability, American Express supplies dividend growth with premium-consumer torque, and Chevron delivers the highest current yield with commodity optionality. Upcoming Q2 earnings reports across all three will be the next major test.
More Sea to See™ with a New Ship Design That Brings the Ocean into View Like Never Before
To watch a video of President Christine Duffy unveiling Carnival Destiny, click here.
To watch a video of Carnival Destiny's steel-cutting ceremony, click here.
, /PRNewswire/ -- Sparks flew today in Monfalcone, Italy, as Carnival Cruise Line marked a major milestone with the traditional steel-cutting ceremony for its newest ship, Carnival Destiny—arriving in summer 2029 as the first of three vessels in its next-generation of ships, officially named Ace Class. Held at the Fincantieri shipyard, the event revealed the ship's name and showcased a 3D hologram offering a first look at the future of Carnival cruising.
Pictured From Left to Right: Chairman of Fincantieri Biagio Mazzotta, CEO of Carnival Corporation Josh Weinstein, Director of Monfalcone Shipyard Cristiano Bazzara, President of Carnival Cruise Line Christine Duffy, CEO and Managing Director of Fincantieri Pierroberto Folgiero, Chairman of the Carnival Corporation Board of Directors Micky Arison, General Manager of Fincantieri's Merchant Ship Division Luigi Matarazzo.
Carnival Destiny coming summer 2029
Director of Monfalcone Shipyard Cristiano Bazzra with Carnival Cruise Line President Chritine Duffy hold first piece of steel to celebrate start of construction Carnival's partnership with Fincantieri—a global leader in shipbuilding—dates back more than 30 years to the original Carnival Destiny, which ushered in a new era as the world's largest cruise ship at the time. Today, that legacy continues with a class designed to redefine the guest experience.
Carnival Destiny will introduce a new way of experiencing the ocean from the ship, becoming the most outward-facing megaship at sea. It will feature an unprecedented number of ocean-view balcony cabins, a reimagined lanai deck and more than 4.5 acres of glass—including expansive, multi-story glass walls—all of which will open-up sightlines across the vessel. Together, these elements will create ocean views from more places on board, bringing the ocean into constant view and redefining how guests connect with the sea.
Carnival Destiny will also deliver a bold evolution in how guests engage on board. More than 70 percent of its venues and attractions will be entirely new concepts for Carnival, spanning reimagined dining, next-generation bars and lounges, immersive entertainment and vibrant outdoor spaces.
"Carnival Destiny builds on a legacy that changed cruising once before, reimagining what guests can experience at sea," said Christine Duffy, president of Carnival Cruise Line. "With this ship, we're elevating the guest experience again creating a ship that feels more expansive, while helping guests feel more connected and ultimately have more fun."
Carnival Destiny will sail to destinations in the Paradise Collection by Carnival, the largest portfolio of exclusive destinations in the Caribbean, Bahamas and Mexico in the cruise industry. Additional details on Carnival Destiny's features and experiences will be released later this year with delivery of the ship scheduled for Summer 2029. Two additional Ace-Class ships are planned for 2031 and 2033.
For more information on Carnival Cruise Line and to book a cruise vacation, call 1-800-CARNIVAL, visit www.carnival.com, or contact a travel advisor.
ABOUT CARNIVAL CRUISE LINE
Carnival Cruise Line, part of Carnival Corporation (NYSE: CCL), is the largest cruise line on two continents – North America and Australia – and is proud to be known as America's Cruise Line and for carrying more Americans and serving more U.S. homeports than any other. Carnival sails more than six million guests annually and in 2023 was the first cruise line to sail more than 100 million guests in total. Operating from 13 U.S. and two Australian homeports, as well as seasonally from Europe, Carnival hosts more than 95,000 guests on its ships every day of the year and employs more than 50,000 team members, representing 120 nationalities.
Since its founding in 1972, Carnival has continually revolutionized the cruise industry and popularized the cruise vacation as an affordable and fun travel option. Carnival's fleet of 29 ships reflects an exciting period of growth that continues with the addition of five ships through 2033: a fourth and fifth Excel class ship scheduled for 2027 and 2028 respectively; followed by three additional new ships from an innovative new class currently under development. Carnival's newest guest offering is its all-new exclusive destination, Celebration Key on Grand Bahama, which debuted in 2025 to join the company's Paradise Collection of Caribbean gems.
Shares of enterprise software giant Salesforce (CRM +1.65%) fell 40.9% in the first half of 2026, according to data from S&P Global Market Intelligence.
Salesforce, like many other software-as-a-service stocks, experienced a violent sell-off to start 2026, despite reporting relatively solid financial results. This was due to the first quarter's "SaaS-pocalypse," in which the rapid adoption of Anthropic's Claude Code tools and open-source agents such as OpenClaw ushered in the era of agentic AI.
Agentic AI's improving capabilities spurred investors to sell software stocks, as fears emerged that these new AI leaders could disrupt traditional enterprise software.
However, Salesforce countered the threat with a slew of acquisitions and a massive buyback program.
Today's Change
(
1.65
%) $
2.68
Current Price
$
165.18
How Salesforce is countering the agentic threat At first glance, it's a bit of a head-scratcher as to why Salesforce fell as much as it did. Salesforce beat revenue and earnings expectations on each of its earnings reports during the first half. Moreover, the company raised the lower end of fiscal 2027 guidance, remaining performance obligations continued to rise, and management even provided a long-term fiscal 2030 revenue guidance of $63 billion. That's about 37% above this year's revenue outlook of $46 billion, and would amount to roughly an 11% annualized growth rate over three years.
Investors appeared to doubt that long-term projection, however, as artificial intelligence labs released ever-more powerful models. In February, Anthropic released industry-specific plugins for its latest Claude model. These advanced tools indicated Anthropic was muscling into the territory of traditional software. The result was widespread selling across the software sector, from which Salesforce wasn't spared.
But there are several ways Salesforce is pivoting to the new agentic AI reality. First, Salesforce introduced its own AI agents back in late 2024, a suite of automation tools called Agentforce. Agentforce has grown rapidly, already reaching a $3.4 billion annualized run rate. However, that total still only accounts for about 7.5% of this year's revenue guidance. So while Agentforce's growth is positive, it's still relatively small, and wouldn't necessarily offset deterioration in the rest of the business.
To augment its AI capabilities, Salesforce also made several "tuck-in" acquisitions during the first half of the year. In February, Salesforce announced the acquisition of Momentum Boost, a platform that enables the ingestion and analysis of unstructured data, including Zoom Communications video calls. In June, Salesforce announced the acquisition of M3ter, a metering and billing company that facilitates consumption-based pricing. If agents begin replacing more humans in corporate environments, one way software companies can continue to grow will be through consumption-based pricing, rather than "seat" based subscription pricing. So the M3ter buy could be consequential to that transition.
But the most consequential acquisition of the first half was Salesforce's $3.6 billion acquisition of Fin, a software company formerly known as Intercom. Fin is a customer service AI chatbot, and the company has already successfully pivoted from a traditional software subscription business to an agentic AI business that charges customers only for successful, fully automated outcomes. Moreover, Fin has built its own custom model, Apex, specifically for the customer service vertical, freeing Fin from having to pay Anthropic or OpenAI for its underlying intelligence.
Image source: Getty Images.
Despite the decline, management remains confident Will all these efforts enable Salesforce to adapt and thrive in an AI future? Only time will tell. However, Salesforce appears confident. During the first half, CEO Marc Benioff repeatedly said, in interviews and on earnings calls, that AI presents a massive growth opportunity for Salesforce rather than a disruption risk.
Not only did Benioff sound confident, but he and Salesforce's management team backed that sentiment up with a massive $25 billion accelerated share repurchase in March, part of a $50 billion total repurchase authorization. That repurchase quickly reduced Salesforce's shares outstanding by 10% over just a few days, though it also increased the company's debt load.
Despite a slight recent bounce in the stock, Salesforce shares still trade at less than 12 times this year's adjusted earnings per share estimates. That's a bargain if Salesforce can continue to survive and grow in the AI era; however, the answer to that overhanging question won't be answered for quarters, if not years.
Of all the bearish indicators in technical analysis, there is perhaps none more ominous than the death cross.
For beaten-down stocks, the trend confirmation pattern pops up when the short-term 50-day moving average crosses beneath the long-term 200-day moving average, suggesting more downside price action may be ahead.
And while sharp pullbacks and corrections can often indicate a looming price bottom, potential reversal, and trigger a buying opportunity, the death cross—in many instances—can signal that bearish momentum is strengthening.
Get Hertz Global alerts:
That is likely the case for Hertz Global Holdings NASDAQ: HTZ and Kinross Gold NYSE: KGC, as sentiment, ratings, and fundamentals support what the death cross has already suggested. For investors on the hunt for value buys, consider leaving these two stocks off your watchlist.
Hertz: Dilution, Depreciation, and a Slashed Profit OutlookHertz Global Today
HTZ
Hertz Global
$2.12 -0.06 (-2.53%)
As of 09:59 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$1.93▼
$8.35Price Target$4.75
Hertz has been here before, and not long ago.
The previous instance of a death cross pattern on Hertz’s one-year chart was on Nov. 28.
That was followed by a 26% loss before the stock bottomed and rallied through its year-to-date high on April 20.
But a multitude of factors—many of which have remained in place since the prior death cross—came to a head in Q2. Hertz lowered its guidance to a range of $50 million to $80 million as weaker used-car values increased depreciation pressure across its rental fleet. At the same time, investor sentiment has deteriorated further as the company raised capital through a $350 million debt package and a related $100 million borrowed-share offering, which involved more than 37 million borrowed shares and raised concerns about leverage and dilution.
Those factors culminated in a 41% single-day loss on June 24. Then, in early July, a second death cross displayed on Hertz’s one-year chart.
The stock recently hit a fresh 52-week low after losing nearly 60% in the past month alone, and around 70% over the past year. Since its five-year high in November 2021, HTZ has plummeted more than 94%.
Hertz has missed on earnings 10 out of the last 13 quarters. In Q1, the company reported a 92% year-over-year reduction in operating cash flow growth, while earnings per share (EPS) growth slipped more than 130% from the prior quarter.
On June 30, Morgan Stanley lowered its price target on Hertz from $5 to $3.50. The stock carries a consensus Reduce rating, short interest now exceeds 17% of the float, and HTZ now sports a beta of 2.2, suggesting its recent bout of volatility is not yet in the rearview mirror.
As Gold Tumbles, So Too Does KinrossKinross Gold Today
KGC
Kinross Gold
$23.96 -0.24 (-0.98%)
As of 09:59 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$15.10▼
$39.11Dividend Yield0.67%
P/E Ratio10.15
Price Target$37.81
Since the start of 2024, Kinross Gold has mirrored the record-setting gains in the precious metals market.
That years-long rally was good to gold stocks in general, but it was particularly beneficial to Kinross, which operates six active gold mines located in Brazil, Mauritania, and the United States.
The stock has gained more than 550% from January 2024 to Jan. 28, 2026, when it hit its all-time high (ATH).
But Q2 told a different tale. After gold prices experienced their worst quarterly performance in 13 years, Kinross lost favor among commodities traders.
Since its ATH, the stock is down more than 39%, and on the last day of June, a death cross emerged on KGC’s one-year chart:
Since Kinross’s performance is closely tied to the spot price of gold, the stock sold off alongside the precious metal as investors locked in profits following a multi-year run-up. Gold is now mired in a bear market as a rebound in the U.S. dollar, and rising inflation has led to speculation about interest rate hikes that, if they materialize, will continue to incentivize investors to rotate out of the metal and into yield-generating securities.
Kinross beat earnings in 13 of the last 14 quarters, and in 2025, the Toronto-based mining company reported record revenue, net income, and free cash flow. But the company’s forward production guidance is mostly flat at around 2 million ounces per year through 2027.
At the same time, CapEx has grown more than 56% from $764 million in 2022 to nearly $1.2 billion last year. Despite a Moderate Buy rating, short interest is currently 26% higher than it was the month prior, while institutional selling has increased for four out of the past five quarters.
Should You Invest $1,000 in Hertz Global Right Now?Before you consider Hertz Global, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Hertz Global wasn't on the list.
While Hertz Global currently has a Reduce rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Discover the next wave of investment opportunities with our report, 7 Stocks That Will Be Magnificent in 2026. Explore companies poised to replicate the growth, innovation, and value creation of the tech giants dominating today's markets.
Commerce Bancshares, Inc. (NASDAQ:CBSH) will release its second quarter earnings report before the opening bell on Thursday, July 16.
Analysts expect the Kansas City, Missouri-based company to report quarterly earnings of $1.05 per share, down from $1.09 per share in the year-ago period. The consensus estimate for Commerce Bancshares’ quarterly revenue is $493.46 million. It reported $448.48 million last year, according to Benzinga Pro.
On June 29, Commerce Bank reached an agreement to acquire Nolan & Associates.
Commerce Bancshares shares rose 1.2% to close at $58.27 on Thursday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying CBSH stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Wells Fargo & Company (NYSE:WFC) will release earnings for its second quarter before the opening bell on Tuesday, July 14.
Analysts expect the bank to report quarterly earnings of $1.71 per share. That’s up from $1.60 per share in the year-ago period. The consensus estimate for Wells Fargo’s quarterly revenue is $21.81 billion. It reported $20.82 billion last year, according to Benzinga Pro.
Ahead of quarterly earnings, Bank of America Securities analyst Ebrahim Poonawala maintained a Buy rating on Wells Fargo and raised the price target from $95 to $102. UBS analyst Erika Najarian also maintained a Buy rating, but cut the price target from $105 to $104.
With the recent buzz around Wells Fargo, some investors may be eyeing potential gains from the company’s dividends too. Currently, WFC has an annual dividend yield of 2.07% and a quarterly dividend of 45 cents per share ($1.80 annually).
To figure out how to earn $500 per month from Wells Fargo, start with an annual target: $6,000 ($500 x 12 months).
Next, we divide this amount by WFC’s $1.80 dividend: $6,000 / $1.80 = 3,333 shares.
So, an investor would need to own approximately $289,671 worth of Wells Fargo, or 3,333 shares to generate a monthly dividend income of $500.
Assuming a more conservative goal of $100 monthly ($1,200 annually), we do the same calculation: $1,200 / $1.80 = 667 shares, or $57,969 to generate a monthly dividend income of $100.
Note that dividend yield can change on a rolling basis, as the dividend payment and the stock price both fluctuate over time.
The dividend yield is calculated by dividing the annual dividend payment by the current stock price. As the stock price changes, the dividend yield will also change.
For example, if a stock pays an annual dividend of $2 and its current price is $50, its dividend yield would be 4%. However, if the stock price increases to $60, the dividend yield would decrease to 3.33% ($2/$60).
Conversely, if the stock price decreases to $40, the dividend yield would increase to 5% ($2/$40).
Further, the dividend payment itself can also change over time, which can also impact the dividend yield. If a company increases its dividend payment, the dividend yield will increase even if the stock price remains the same. Similarly, if a company decreases its dividend payment, the dividend yield will decrease.
WFC Price Action: Shares of Wells Fargo rose by 1.6% to close at $86.91 on Thursday.
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Key Takeaways POSCO targets KRW 187T revenues and KRW 13.1T operating profit by 2035 through portfolio expansion.PKX plans 173,000 tons of annual lithium capacity by 2033, targeting top-five global producer status. POSCO will invest KRW 16.7T in 2026-2028 and use some proceeds for share buybacks. POSCO Holdings Inc. (PKX - Free Report) has unveiled a long-term growth strategy to transform its business portfolio beyond steel by expanding into lithium, strategic minerals and energy, aiming to strengthen industrial supply chains and drive future earnings growth.
At its CEO Investor Day on July 2, CEO Chang In-Hwa outlined the group's vision to become a leading supplier of industrial, strategic and energy resources. The company is targeting consolidated revenues of KRW 187 trillion and operating profit of KRW 13.1 trillion by 2035.
Lithium will be the centerpiece of the strategy. POSCO plans to increase annual lithium production capacity to 173,000 tons by 2033, to become one of the world's top five lithium producers and generate more than KRW 1.8 trillion in operating profit from the business by 2035.
The company said its Argentina brine lithium operation turned profitable in March and recently received approval under Argentina's large investment incentive program, supporting future expansion. It also plans to accelerate additional phases of the project to reach 100,000 tons of annual brine lithium capacity by 2033.
In ore lithium, POSCO's joint venture with Australia's Mineral Resources Limited secures more than 187,000 tons of annual lithium concentrate supply, providing a foundation for expanding its refining business and generating stable annual revenues of roughly KRW 200 billion.
Beyond lithium, the group plans to expand its resources portfolio through rare earths and specialty gases that support electric vehicles, robotics and advanced manufacturing.
In its steel business, POSCO plans to increase overseas production capacity to 10 million tons by 2031 in high-growth markets including India, the United States and Indonesia, while reinvesting profits to support low-carbon initiatives in Korea.
The company also plans to expand its LNG value chain, grow renewable energy projects and commercialize Physical AI solutions for industrial operations.
To support the transformation, POSCO Group plans to invest KRW 16.7 trillion in growth initiatives during 2026-2028. It also intends to optimize ownership stakes in listed subsidiaries to around 50%, with the proceeds primarily funding strategic resource projects. About 10% of the proceeds will be used for share buybacks and cancellations to enhance shareholder value.
Shares of PKX have lost 14% in the past year compared with the industry’s 33.1% decline.
Image Source: Zacks Investment Research
PKX Zacks Rank & Key PicksPKX currently carries a Zacks Rank #4 (Sell).
Some other better-ranked stocks in the Conglomerates space are 3M Company (MMM - Free Report) , Mitsui & Co., Ltd. (MITSY - Free Report) and Griffon Corporation (GFF - Free Report) . MMM, MITSY and GFF carry a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for MMM’s current-year earnings is pegged at $8.73 per share, indicating an 8.3% year-over-year increase. Its earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, with the average earnings surprise being 4.6%.
The Zacks Consensus Estimate for MITSY’s current-year earnings is pegged at $47.56 per share, indicating a 23.1% year-over-year decrease. Shares of MITSY have plunged 9.7% over the past year.
The Zacks Consensus Estimate for GFF’s current fiscal-year earnings is pegged at $5.17 per share. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters and missed once, with the average earnings surprise being 3.3%.
AUSTIN, Texas--(BUSINESS WIRE)--Hyliion Holdings Corp. (NYSE American: HYLN), a developer of modular power plant technology, today announced that Hyliion will showcase the KARNO technology and participate in the 2026 Pennsylvania Defense and Innovation Summit at the U.S. Army War College on July 14 and 15. Thomas Healy, Founder and Chief Executive Officer of Hyliion will join this invitation-only gathering hosted by Senator Dave McCormick (R-PA). Remarks at the summit are expected from Presiden.
United Parcel Service (UPS), a global package delivery company, and FedEx (FDX), a major parcel transportation provider, faced renewed investor concern after Mo
1. Aritzia Jumps on Blowout Q1 Revenue Aritzia (ATZAF +6.26%) was little changed in pre-market trading after delivering strong quarterly results, with CEO Jennifer Wong saying "all geographies, channels and categories" contributed.
"Robust demand for our Spring and Summer product, supported by our healthy inventory position, fueled this phenomenal performance": Wong outlined how demand should continue, with full-year revenue expectations raised. U.S. net revenue jumped 54.5% versus the same period last year, in comparison to the 25% increase from Canada. "Aritizia maintains superior margins and a cohesive brand identity that resonates with a growing audience": Fool contributing analyst Rachel Warren discussed the company with TMF co-founder and CEO Tom Gardner in late April. Tom believes "Aritzia is currently in the sweet spot of its growth curve, particularly as it scales its footprint in the United States." 2. Delta Defies Record Fuel Costs in Q2 Delta Air Lines (DAL 1.89%) rose around 2% ahead of the market open after results showed a 14% revenue increase – at the high end of company expectations – driven by loyalty momentum and strong corporate sales despite dealing with elevated costs.
"It is clear that Delta's brand and industry position are stronger than ever": CEO Ed Bastian praised the results and explained the $1.4 billion pre-tax profit absorbed the "highest quarterly fuel expense in our history." "Delta's one of the best run out there": In April, TMF chief investment officer Andy Cross said Delta stands out even at the middle end of the airline market. It "relies on consumer spending and corporate spending, and they are continuing to see healthy demand out there from those who are looking to travel."
3. Aircraft Tariff Pressure Eases as Boeing Nears Sign-Off
The U.S. administration has concluded its investigation into imports of commercial aircraft, jet engines, and related parts, and decided not to impose tariffs, providing a boost for the sector, although future duties haven't been ruled out.
Trade investigation part of assessment around national security concerns: Foreign trading partners now have 180 days to reach an agreement with the U.S. on related imports. The investigation follows the pattern from several other sectors including semiconductors and critical minerals. Federal investigators set to provide significant milestone to major player: The WSJ reports Boeing (BA 0.68%) should receive approval for its 737 MAX 7 plane shortly. Given the company has spent years under close regulatory scrutiny after two crashes, the sign-off would come as a welcome step. 5. Today's Take: The Best Thing a CEO Leaves Behind
Co-founder and former CEO of Costco (COST 0.12%) Jim Sinegal stands out as a perfect example of a CEO whose culture carries on to this day. Craig Jelinek (who took over for Sinegal) and current CEO Ron Vachris were longtime Costco veterans when they took over and had seen through the years the value in the culture Sinegal had instilled.-- Jason Moser Team Rule Breakers
6. Your Take Arguably, some of the strongest businesses around are "control points" that even competitors' products have to pass through.
When you look at your own holdings, do any of them occupy a position like that?
Discuss with friends and family, or become a member to hear what your fellow Fools are saying!
This image and article was created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. The Motley Fool has positions in and recommends Aritzia, Boeing, and Costco Wholesale. The Motley Fool recommends Delta Air Lines. The Motley Fool has a disclosure policy.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In First Solar To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in First Solar between February 26, 2025 and February 24, 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 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR) 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: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that "[international] facilities remain a pain point while tariffs exist" and "underutilization at [international] facilities remains a concern." The Jefferies analyst also predicted that First Solar's deployment opportunities were likely to be more limited in 2026.
On this news, First Solar's stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.
Then, on February 24, 2026, First Solar issued a press release "announc[ing] financial results for the fourth quarter and year ended December 31, 2025." Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar's announcement, Baird Research downgraded its stock to Neutral from Outperform, citing "several question marks in forward outlook".
On this news, First Solar's stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 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 First Solar's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the First Solar, Inc. class action, go to www.faruqilaw.com/FSLR 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 First Solar, Inc. Securities Class Action Lawsuit:
What is the First Solar securities fraud lawsuit about?
The lawsuit alleges that First Solar, Inc. and certain executives violated federal securities laws by making false or misleading statements and failing to disclose material information regarding the impact of U.S. tariff policies, production facility utilization, and risks to the Company's projected 2026 financial performance.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired First Solar (NASDAQ: FSLR) securities during the applicable Class Period and suffered losses may be eligible to participate in the securities class action. Eligibility will depend on the specific circumstances of each investor's transactions and losses.
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. Any eligible investor may seek appointment as lead plaintiff by filing the appropriate motion with the court on or before the August 24, 2026 deadline.
What should investors do if they purchased First Solar stock during the Class Period?
Investors who purchased First Solar securities during the Class Period and experienced losses should review their legal rights and options. They may contact counsel to discuss the lawsuit, determine whether they qualify to participate, and learn more about seeking appointment as lead plaintiff before the applicable 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 First Solar 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/304611
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of First Solar, Inc. (NASDAQ: FSLR).
Shareholders who purchased shares of FSLR during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
CLASS PERIOD: February 26, 2025 to February 24, 2026
ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (i) defendants had overstated First Solar’s capacity to manage the impact of U.S. tariff policy on the Company’s business; (ii) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar’s projected performance in the 2026 fiscal year; and (iii) as a result, defendants’ public statements were materially false and misleading at all relevant times.
DEADLINE: August 24, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/first-solar-inc-loss-submission-form-3/?id=192874&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of FSLR during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 24, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Key Takeaways CF announced a quarterly dividend of $0.60 per share, after raising payouts three times in five years.LEVI declared a $0.16 per-share dividend payable Aug. 5 and increased its dividend six times in five years. PNC announced a $2.00 per-share dividend payable Aug. 5 and has raised its dividend six times in five years. Wall Street has remained volatile since mid-June, with tech stocks suffering amid growing concerns about the sustainability of AI-focused stocks. Also, renewed geopolitical tensions have once again started dampening investors' confidence.
Amid the ongoing uncertainty, conservative investors seeking reliable income while preserving their capital may find dividend-paying stocks an attractive option. These stocks generate steady income through regular dividend distributions and can provide a cushion against market volatility.
Three such stocks are: CF Industries Holdings, Inc. (CF - Free Report) , Levi Strauss & Co. (LEVI - Free Report) and The PNC Financial Services Group, Inc. (PNC - Free Report) .
Markets Turn VolatileGeopolitical tensions escalated this week after President Donald Trump said on Wednesday that he is no longer interested in negotiations with Iran. Both the United States and Iran have since launched strikes, with investors now fearing that the Middle East crisis could escalate once again.
Oil prices, which had eased over the past few weeks after the two warring nations announced a ceasefire and reached a temporary memorandum of understanding in mid-June to end all hostilities. However, attacks and counterattacks over the past two days have renewed fears that tensions could escalate in the coming days. Oil prices have also surged substantially over the past two days.
Markets were already volatile over the past two weeks, triggered by a massive sell-off in AI-related tech stocks, as concerns have been growing over their profitability and sustainability. Also, higher inflation has already made the Federal Reserve consider an interest rate hike this year.
The ongoing geopolitical tensions could add more fuel to the fire and keep markets volatile for a longer period.
3 Stocks That Recently Announced Dividend HikesCF Industries HoldingsCF Industries Holdings, Inc. is one of the largest manufacturers and distributors of nitrogenous fertilizer and other nitrogen products globally. CF’s principal nitrogenous fertilizer products are ammonia, granular urea, urea ammonium nitrate solution (UAN) and ammonium nitrate (AN). CF Industries Holdings has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
On July 8, CF Industries Holdings announced that its shareholders would receive a dividend of $0.60 a share on Aug. 31. CF has a dividend yield of 1.71%. Over the past five years, CF Industries Holdings has increased its dividend three times, and its payout ratio presently sits at 13% of earnings. Check CF Industries Holdings’ dividend history here.
Levi Strauss & Co. Levi Strauss & Co. designs and markets jeans, casual wear and related accessories for men, women and children under the Levi's, Dockers, Signature by Levi Strauss & Co. and Denizen brands. LEVI’s products are sold through chain retailers, department stores, online sites, brand-dedicated retail stores and shop-in-shops. Levi Strauss & Co has a Zacks Rank #3.
On July 8, Levi Strauss & Co declared that its shareholders would receive a dividend of $0.16 a share on Aug. 5. LEVI has a dividend yield of 2.30%. Over the past five years, Levi Strauss & Co has increased its dividend six times, and its payout ratio presently sits at 40% of earnings. Check Levi Strauss & Co’s dividend history here.
The PNC Financial Services Group, Inc.The PNC Financial Services Group, Inc. provides consumer and business banking services. The company's principal subsidiary is PNC Bank. PNC has a Zacks Rank #3.
On July 6, The PNC Financial Services Group announced that its shareholders would receive a dividend of $2 a share on Aug. 5. PNC has a dividend yield of 2.76%. Over the past five years, The PNC Financial Services Group has increased its dividend six times, and its payout ratio presently sits at 39% of earnings. Check The PNC Financial Services Group’s dividend history here.
NextEra Energy (NEE +0.46%) and Duke Energy (DUK +0.22%) are two of the largest utilities in the U.S. While one recently sold a business, the other is poised to make a historic growth move.
NextEra Energy: Navigating Volatile Revenue FluctuationsNextEra Energy generates revenue by producing and distributing electricity to wholesale and retail customers mainly in Florida. It is the largest electric utility in the U.S. and a leading global producer of wind and solar energy.
It reported an approximate 31% net income margin for the quarter ended March 31, 2026, and proposed an all-stock $67 billion merger with Dominion Energy (D +0.13%) to create the world's largest regulated electric utility.
Duke Energy: Maintaining a Higher Revenue BaselineDuke Energy (DUK +0.22%) primarily generates and distributes electricity and natural gas to millions of residential, commercial, and industrial customers across the Southeastern and Midwestern United States.
It recently completed the sale of its Tennessee Piedmont Natural Gas business to Spire and reported an approximate 17% net income margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue here refers to the data provider's standardized income statement revenue line item and shows the total money brought in before any expenses are deducted, helping investors gauge basic business scale.
Quarterly Revenue for NextEra Energy and Duke EnergyQuarter (Period End)NextEra Energy RevenueDuke Energy RevenueQ2 2024 (June 2024)$6.1 billion$7.2 billionQ3 2024 (Sept. 2024)$7.6 billion$8.2 billionQ4 2024 (Dec. 2024)$5.4 billion$7.4 billionQ1 2025 (March 2025)$6.2 billion$8.2 billionQ2 2025 (June 2025)$6.7 billion$7.5 billionQ3 2025 (Sept. 2025)$8.0 billion$8.7 billionQ4 2025 (Dec. 2025)$6.6 billion$7.9 billionQ1 2026 (March 2026)$7.0 billion$9.2 billionData source: Company filings. Data as of June 23, 2026.
Foolish TakeDuke Energy is a purely regulated electricity and gas utility serving nearly 8.7 million customers across six states, which makes its revenues more predictable.
NextEra Energy, on the other hand, also owns a massive renewable energy arm, NextEra Energy Resources, which generates electricity from owned renewable assets and sells wholesale electricity under long-term contracts. Spot price fluctuations, hedging adjustments, and project timing can make quarterly revenue lumpy.
That will, however, change if the NextEra-Dominion merger goes through. By adding Dominion’s massive regulated electric utilities across Virginia, North Carolina, and South Carolina to its existing Florida footprint, NextEra will create the world’s largest regulated electric utility with more than 10 million customers, a generation capacity of 110 gigawatts (GW), and a combined rate base of $138 billion that should drive annualized adjusted EPS growth of at least 9% through 2032.
Above all, NextEra is actually placing a massive bet on artificial intelligence (AI) with the acquisition. While Duke Energy has been mapping out a massive $103 billion capital plan over the next five years to capitalize on the AI data center build-out, NextEra is trying to buy its way directly into the heart of the AI power boom, as Dominion is based in Richmond, Virginia, a booming data center hub.
If I had to buy one stock today, I’d bet on NextEra Energy for its formidable mix of regulated utility assets and renewables, and the significant AI power potential.
Simon Property Group (NYSE:SPG | SPG Price Prediction) is having the kind of year most REIT investors would celebrate. The stock is up 21.33% year to date through the July 9, 2026 close of $219.71, the dividend yields roughly 4.0%, and Q1 revenue blew past estimates. Wall Street just downgraded it anyway.
The Downgrade: “Fully Valued” On July 9, 2026, Deutsche Bank analyst Omotayo Okusanya cut SPG from Buy to Hold, calling it “fully valued” and setting a $220 price target, essentially matching the current quote. The stock trades near 16x price-to-FFO, a premium to REIT peers. Okusanya wrote that “the premium valuation is warranted, but future stock upside is heavily dependent on earnings growth, which will remain somewhat below recent trend given about 200 bps of FFO/sh earnings growth headwinds in both 2026 and 2027 due to upcoming debt refinancing at higher rates.”
The Refinancing Speed Bump REITs are valued on Funds From Operations (FFO), not EPS, because FFO adds back depreciation charges that real estate accrues on paper even as properties often appreciate. A 200 basis point FFO headwind means growth runs about 2 percentage points slower than otherwise. It is not a loss or dividend cut.
SPG issued $800 million of 5-year senior notes at a 4.300% coupon to repay $800 million of 3.300% notes maturing in 2026, alongside a €500 million euro-denominated unsecured note offering at 3.650% due 2031. With the 10-year Treasury at 4.56%, higher interest expense as low-coupon debt rolls over is unforgiving.
What SPG Actually Is The largest U.S. retail REIT, anchored by Class A malls and Premium Outlets. Q1 2026 revenue hit $1.76 billion, up 19.3% year over year, easily beating the $1.51 billion consensus, though growth was largely driven by Macerich and Taubman acquisitions. GAAP EPS of $1.48 came in fractionally below the $1.49 estimate. Real Estate FFO per share reached $3.17, up 7.5%, and management guided full-year Real Estate FFO to $13.10 to $13.25 per share. Occupancy is 96.0%, base minimum rent per square foot is $61.99, and the redevelopment pipeline targets a 9% stabilized return. Deutsche Bank calls SPG a beneficiary of the K-shaped economy.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Simon Property Group didn't make the cut. Grab the names FREE today.
A Leadership Transition Worth Watching Long-time Chairman, CEO and President David Simon passed away on March 22, 2026 at age 64, after a battle with cancer. Eli Simon was appointed CEO and President effective March 23, 2026, while continuing as COO, and Larry Glasscock was appointed Non-Executive Chairman. The new CEO inherits refinancing at scale and a large development pipeline. That is execution risk to monitor.
The Analyst Landscape Consensus is now overwhelmingly Hold. Wolfe Research downgraded to Peer Perform from Outperform on valuation, Morgan Stanley stays Equal Weight with a target of $207, JPMorgan is Neutral at $217, and Argus maintains Buy at $210. For investors interested in how income-focused REITs fit into retirement planning, 24/7 Wall St.’s Paycheck Portfolio Method report frames the tradeoffs.
Bull Case, Bear Case The bull view: a 7.1% dividend hike to $2.25 per share pays investors to wait, the pipeline compounds value, and Class A properties keep defying the death-of-retail narrative. The bear view: at a premium multiple, a two-year growth shortfall is punished harder, and elevated Treasury yields keep rate sensitivity elevated. SPG is a premium-priced operator facing a two-year earnings-growth speed bump. Whether a 4%+ yield plus modest appreciation compensates for valuation risk is the question each investor must answer.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Simon Property Group didn't make the cut. Grab the names FREE today.
The firm explicitly stated, “we still won’t buy it”, cautioning that the recent market dip masks a structural trap driven by unsustainable “nosebleed valuations” and new competition from Big Tech.
Inside the Valuation TrapPalantir’s heavy correction from its November 2025 peak of ~$207 down to a late-June low of $106 has caught the attention of growth investors looking for a discount.
However, Rebound Capital argues that at the current price of ~$130, the stock remains incredibly expensive, trading at an estimated 80x next-twelve-month forward earnings.
Furthermore, the firm highlights that Palantir structurally behaves more like a high-touch consulting firm than a traditional software business, yet it commands a premium software multiple.
Rebound Capital notes that a significant portion of forward-deployed engineering costs is classified under R&D and sales expenses rather than cost of revenue. Reclassifying these service costs would cause their high gross margins to fall materially.
Big Tech Mimics the MoatPalantir’s primary competitive advantage—its “forward deployed engineering” model—is facing unprecedented replication at scale.
Additionally, foundation model labs like OpenAI and Anthropic are cutting out the middleman by running their own deployment arms.
Geopolitical Sovereignty CeilingsCompounding the domestic valuation pressures are significant international headwinds. Palantir’s international commercial revenue grew a mere 2% in the fiscal year 2025 due to severe data sovereignty concerns in Europe under the US CLOUD Act.
In June 2026, France announced it would migrate from Palantir to domestic firm ChapsVision to eliminate “strategic dependencies,” adding to a growing list of rejections from Swiss and German authorities.
How Has Palantir Performed In 2026?Palantir shares were down 27.40% year-to-date, down 2.29% over the last month, and higher by 9.84% over the year. It closed 2.41% lower at $129.04 per share on Thursday and was also up 0.74% in the premarket on Friday.
Benzinga’s Edge Stock Rankings indicate that PLTR maintains a weak price trend in the short, medium, and long terms, with a good growth score.
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shutterstock
Market News and Data brought to you by Benzinga APIs
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLTR either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Micron Technology (MU) drew renewed support from Bank of America, which said the memory chipmaker offers a stronger investment case than Qualcomm (QCOM) as arti
Micron (MU 2.09%) is becoming a more important AI stock as investors look beyond GPUs and focus on memory bandwidth. If high-bandwidth memory becomes the real AI bottleneck, Micron could benefit from tighter supply, stronger pricing, and rising demand. But the old memory cycle still matters, and that tension makes the stock especially interesting.
Stock prices used were the market prices of July 3, 2026. The video was published on July 8, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Despite delivering exceptional results in its fiscal third-quarter earnings report, shares of Micron Technology (MU 2.38%) have slid roughly 11% since the company's earnings release on June 24. The contrast between strong business fundamentals and the market's reaction is a little puzzling.
While near-term sentiment on Micron appears to be turning cautious, the company's underlying momentum and valuation profile suggest the sell-off is more a reflection of broader sector dynamics as opposed to a fundamental deterioration at Micron itself. This disconnect creates a unique opportunity to buy Micron stock at more attractive levels.
Image source: The Motley Fool.
Why is Micron stock plummeting? A number of factors are weighing on Micron following the company's recent earnings report. Namely, increased capital spending from key competitors Samsung and SK Hynix have raised concerns about potential future supply and pricing pressure in the DRAM, NAND, and high-bandwidth memory (HBM) markets. Sometimes investors interpret competitors' aggressive investments as a signal that industry capacity could outpace demand growth in the medium term even when the near-term outlook remains robust.
Moreover, over the last couple of weeks, there has been a broader rotation out of AI semiconductor stocks. This has brought additional downward pressure to a number of leading chip stocks, including Micron.
SMH data by YCharts.
After a strong multi-year run driven by accelerating data center build-outs, some investors are taking profits or reducing exposure to the obvious winners amid macro uncertainty and questions about the pace of AI infrastructure spending from the hyperscalers.
Micron is demonstrating incredibly strong momentum Micron has posted robust revenue and earnings per share (EPS) growth over the last several quarters. During the most recent earnings call, management's guidance remained constructive -- highlighting new long-term supply agreements that provide greater revenue visibility and reduce cyclical risk.
MU Revenue (TTM) data by YCharts.
Equally important, Micron outlined that these strategic customer agreements come with price bands that effectively lock in optimal pricing discipline and ongoing manufacturing efficiencies. In turn, the company is positioned to maintain both healthy revenue growth and expanding gross margins over the coming years.
These dynamics point to a business that is not only growing but also becoming structurally more profitable over time. The combination of accelerating top-line results and protected margin levels supports the view that Micron is part of a sustained upward trajectory in the AI infrastructure ecosystem.
Forget the stock price, look at valuation instead As of this writing (July 8), shares of Micron have skyrocketed 230% so far this year, making it the second-highest performer in the Nasdsaq-100. However, the stock is now down 22% from recent highs and trades for roughly $943. While this may look expensive, the absolute dollar amount of a stock price reveals little about a company's underlying valuation.
Today's Change
(
-2.38
%) $
-23.64
Current Price
$
968.00
Even after its meteoric gains, Micron trades at a compelling valuation based on the forward price-to-earnings (P/E) multiple. With a forward P/E of just 6.4, I think it's fair to say that much of the company's anticipated growth over the next couple of years has yet to be fully priced into the stock. For reference, other category-leading AI chip stocks such as Nvidia, Broadcom, and Taiwan Semiconductor Manufacturing have consistently traded at forward P/E ranges between 25x and 50x throughout much of the AI revolution.
When growth prospects remain strong but the underlying valuation multiples have not expanded excessively, periods of share-price consolidation often represent attractive entry points. At current levels, Micron's risk-reward setup favors long-term investors willing to look past short-term volatility. I think the dip is an opportunity to accumulate shares in a company whose earnings power and strategic positioning in the high-growth AI memory segment continue to strengthen.
Key Takeaways Flowserve's sales are expected to grow 3.4% in 2026, supported by its global flow-control business.Micron's fiscal 2026 sales are projected to surge 234.4% on memory and storage technology demand.Duke Energy's sales are expected to rise 6.3% in 2026 across its diversified energy operations. U.S. equities recorded solid gains in the first half of 2026 despite a challenging investment backdrop. Market sentiment was periodically weighed down by escalating tensions in the Middle East, oil price volatility, tariff-related ambiguity, persistent inflation concerns and apprehension over elevated artificial intelligence (AI)-driven valuations. Nevertheless, resilient economic activity, robust corporate earnings, renewed enthusiasm for AI and easing geopolitical concerns supported investor confidence and helped sustain the broader market rally.
In such a situation, the traditional way of selecting stocks is a good idea. Sales growth provides a more reliable view for evaluating stocks compared with earnings-focused metrics. In this regard, stocks like Flowserve Corporation (FLS - Free Report) , Micron Technology (MU - Free Report) and Duke Energy Corporation (DUK - Free Report) are worth considering.
Sales growth is one of the most dependable measures of a company’s underlying business momentum. Although earnings may be influenced by several factors, revenues provide a clearer indication of customer demand and the company’s capacity to sell more products or services. Sustained sales growth can reflect favorable end-market conditions, market-share gains, pricing power, successful product introductions, or expansion into new geographies and customer segments.
Sales growth can also establish a stronger foundation for improved profitability. As sales rise, companies may spread fixed costs across a broader revenue base, enhancing operating leverage and supporting margin expansion over time. Still, sales growth should not be evaluated in isolation. It is most informative when considered alongside industry trends, peer performance, pricing conditions, customer mix and the broader macroeconomic backdrop.
The quality and sustainability of sales growth are equally critical. Recurring revenues, repeat purchases, volume-led gains and durable demand are generally more valuable than growth driven by temporary factors. Companies that consistently achieve high-quality sales growth across market cycles are often better equipped to generate reliable cash flows, reinvest in operations, reinforce their competitive standing and deliver sustainable long-term shareholder value.
Selecting the Potential Winning StocksTo shortlist stocks with impressive sales growth and a high cash balance, we have selected 5-Year Historical Sales Growth (%) greater than X-Industry and Cash Flow of more than $500 million as our main screening parameters.
But sales growth and cash strength are not the absolute criteria for selecting stocks. Hence, we have added other factors to arrive at a winning strategy.
P/S Ratio less than X-Industry: This metric determines the value placed on each dollar of a company’s revenues. The lower the ratio, the better it is for picking a stock since the investor is paying less for each unit of sales.
% Change F1 Sales Estimate Revisions (four weeks) greater than X-Industry: Estimate revisions, better than the industry, are often seen to trigger an increase in stock price.
Operating Margin (average last five years) greater than 5%: The operating margin measures how much every dollar of a company's sales translates into profits. A high ratio indicates that the company has good cost control and sales are increasing faster than costs — an optimal situation.
Return on Equity (ROE) greater than 5%: This metric will ensure that sales growth is translated into profits and the company is not hoarding cash. A high ROE means that the company is spending wisely and is, in all likelihood, profitable.
Zacks Rank less than or equal to 2: Zacks Rank #1 (Strong Buy) or 2 (Buy) stocks are known to outperform, irrespective of the market environment. You can see the complete list of today’s Zacks #1 Rank stocks here.
3 Stocks With Solid Sales Growth to Buy NowBased in Irving, TX, Flowserve is a leading manufacturer and aftermarket service provider of comprehensive flow control systems globally. FLS develops and manufactures precision-engineered flow control equipment, such as pumps, valves and seals, for critical service applications that require high reliability.
Flowserve’s expected sales growth rate for 2026 is 3.4%. FLS carries a Zacks Rank #2 at present.
Based in Boise, ID, Micron is one of the leading worldwide providers of semiconductor memory solutions. Through global brands, namely Micron, Crucial and Ballistix, MU manufactures and markets high-performance memory and storage technologies.
MU’s expected sales growth rate for fiscal 2026 is 234.4%. Micron currently sports a Zacks Rank #1.
Charlotte, NC-based Duke Energy is a diversified energy company. DUK has a wide portfolio of domestic and international, natural gas and electric and regulated and unregulated businesses which supply, deliver and process energy in North America and selected international markets.
DUK’s sales are expected to rise 6.3% in 2026. Duke Energy carries a Zacks Rank #2 at present.
LOS ANGELES, July 10, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Zillow Group, Inc. (“Zillow” or “the Company”) (NASDAQ: Z) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between February 11, 2025 and May 7, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 10, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Zillow describes its agreement with Redfin as a “partnership” but it was actually an acquisition. The Company faced increased risk of antitrust scrutiny due to the Redfin agreement. The Company downplayed its legal exposure even after an antitrust lawsuit was filed against it. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Zillow, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Zillow To Contact Him Directly To Discuss Their Options
If you purchased or acquired Class A or Class C Zillow common stock between February 11, 2025 and May 7, 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 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: ZG) (NASDAQ: Z) and reminds investors of the August 10, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Zillow's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Zillow class action, go to www.faruqilaw.com/Z 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 Zillow Securities Class Action Lawsuit:
What is the Zillow securities fraud lawsuit about?
The lawsuit alleges Zillow misrepresented its agreement with Redfin as a partnership, understated antitrust and regulatory risks, and downplayed potential legal exposure, making statements about its business and prospects allegedly misleading.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired Zillow Class A or Class C common stock (NASDAQ: Z) (NASDAQ: ZG) between February 11, 2025 and May 7, 2026 may be eligible to participate if they suffered losses related to the alleged misconduct.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff represents the interests of the proposed class and helps oversee the litigation. Investors seeking appointment must file a motion with the court by August 10, 2026. Investors can share in any recovery without serving as lead plaintiff.
What should investors do if they purchased Zillow stock during the Class Period?
Investors should review their transaction records, preserve relevant documents, and evaluate their legal options. Those who suffered losses may wish to consult counsel regarding participation in the lawsuit or seeking lead plaintiff status before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Zillow 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/304602
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Key Takeaways TSMC reportedly captures 90% of the entire advanced semiconductor manufacturing industry. Nvidia and other tech giants rely on TSMC to manufacture their cutting-edge AI chips. TSM has crushed Tech over the last 20 years and the past 12 months, yet it looks like a value stock. Tech investors and Wall Street are waiting for Taiwan Semiconductor or TSMC to kick-start the busy part of the second quarter earnings season when it reports on Thursday, July 16.
The AI chip manufacturing powerhouse will provide Wall Street with critical insights into what’s next on the artificial intelligence front.
TSMC might have to provide robust guidance to reassure investors that the AI hyperscalers’ capex spending spree remains in full force after Meta said recently that it would begin selling excess AI computing power to customers.
Where the Stock Market Sits Heading into Q2 Earnings SeasonThe stock market has cooled down heading into the unofficial start of Q2 earnings on Tuesday, July 14, when JPMorgan and other big Wall Street banks report.
The Nasdaq is trading roughly where it was two months ago after pulling back from its early June highs. The bulls are fighting to hold their ground at the tech-heavy index’s 50-day moving average and its early May breakout levels. They did just that on Thursday, sending the Nasdaq 1.3% higher to overtake its 50-day again.
Image Source: Zacks Investment Research
The bulls are banking on another impressive earnings season from big tech and beyond. Total S&P 500 earnings are projected to grow by 24% YoY based on the most recent Zacks data—up from 14% in early January and 21.2% in early June.
On the technology front, total tech sector earnings are expected to grow 48.5% in Q2 on 28.0% higher revenues. Taiwan Semiconductor’s report on July 16 will provide Wall Street essential insights into what to expect from AI companies, including Nvidia, and the entire tech sector in the second half.
Image Source: Zacks Investment Research
Is TSMC the Best Long-Term Buy and Hold Stock on Wall Street?Semiconductors are arguably the most complex and critical technologies that humans have ever created. Chips are the lifeblood of the entire technology-driven economy and the foundation of the AI age. This is why Nvidia, Micron, and tons of other semiconductor stocks have skyrocketed over the past five years and in the first half of 2026.
The all-important role that semiconductors play in tech and the economy is why investors must consider buying the company that physically builds and manufactures almost all of the cutting-edge semiconductors for Nvidia and nearly every other firm competing to win the AI arms race.
Taiwan Semiconductor Manufacturing Company (TSM - Free Report) is perhaps the most important technology company in the world, building and manufacturing semiconductors used for AI innovations and much more. (Note: Taiwan Semi or TSMC trades under the ticker TSM in the U.S.)
Image Source: Zacks Investment Research
TSMC reportedly captures 60% of the entire global chip foundry market and 90% of advanced semiconductor manufacturing. Taiwan Semi has spent decades carving out what’s now a nearly impenetrable moat around its leading-edge chip-building business.
Nvidia (NVDA - Free Report) relies on TSMC to manufacture its most sophisticated AI chips, as do other tech titans and Mag 7 companies. TSMC said it “served 534 customers and manufactured 12,682 products for various applications” in 2025.
TSMC was founded in 1987 on a simple but revolutionary idea dubbed the “pure-play foundry” model. The tech company decided it would focus exclusively on manufacturing advanced semiconductors for other companies, never aiming to design or sell its own branded products.
This founding principle helped Taiwan Semi build trust with customers like Apple, Nvidia, AMD, and Qualcomm. Apple (AAPL - Free Report) , Nvidia and others rely on TSMC because of its expertise. On top of that, NVDA executives and others can sleep easy at night knowing that Taiwan Semi won’t compete against them.
As a result, TSMC attracted huge orders, invested heavily in cutting-edge technologies, growing into the world’s most dominant chip manufacturer through unmatched scale and expertise.
Image Source: Zacks Investment Research
It’s not hyperbolic to say that AI and technology growth and innovation would grind to a halt without TSMC. This is exactly why Taiwan Semi is addressing one of its only potential shortfalls: geopolitical fears by expanding its manufacturing footprint outside of Taiwan into the U.S., Japan, and elsewhere.
The company is actively building fabs in the U.S. Yet, in a sign of just how important and cutting-edge TSMC is, the Taiwan-based firm had to bring thousands of employees from the small island to the Arizona desert to help build the complex manufacturing plants.
The Chip Builder’s AI-Boosted Growth OutlookTaiwan Semi is ramping up its industry-leading 3-nanometer production to support the AI arms race. So-called advanced technologies made up 74% of its total wafer revenue in Q1 FY26, with 3-nanometer chips accounting for 25% of TSMC’s quarterly wafer sales.
The leading chip builder said earlier this year that it expects to grow its revenue by 30% in 2026 as part of a compound annual growth rate (CAGR) of ~25% between 2024 and 2029.
Image Source: Zacks Investment Research
Taiwan Semi is projected to grow its revenue by 32% in FY26 and 27% next year to reach $205 billion in FY27, doubling its 2024 sales ($88 billion), based on Zacks estimates.
TSMC is projected to grow its adjusted EPS by 45% in 2026 and 27% in 2027, based on the most recent Zacks estimates. This growth outlook would see the firm post earnings of $19.50 per share next year, nearly quadrupling 2023’s EPS. TSMC’s upward earnings revisions earn it a Zacks Rank #2 (Buy), and it’s beaten our quarterly estimate for five years running.
Image Source: Zacks Investment Research
Taiwan’s balance sheet is robust, with more cash and equivalents ($109 billion) than total liabilities ($86 billion). It is also churning out impressive free cash flow growth over the last several years. Its strong financial position helped TSM feel comfortable raising its 2026 capex guidance to $52-$56 billion, blowing away 2025's $40.9 billion.
Buy TSMC Now, Or Wait for a Pullback?The dividend-paying chip maker stock has soared ~5,000% in the past 20 years vs. Tech’s ~1,100%. TSM has ripped 340% higher in the past three years, including its Nvidia-crushing 90% charge in the trailing 12 months to trade near its recent highs.
Image Source: Zacks Investment Research
TSM is attempting to hold ground at its 50-day moving average heading into its Q2 earnings release. Some investors might want to buy the stock now before earnings in preparation for a possible breakout. Others might want to see if Taiwan Semi finally faces some healthy selling after its massive rally.
The stock market timing game is exceedingly difficult, meaning that most long-term investors should start a position in TSMC now and then add to it the next time it falls—which will happen at some point, there’s just no telling when. The stock hasn’t tested its 200-day moving average in over a year and it trades well above its 50-week.
Image Source: Zacks Investment Research
On the valuation front, Taiwan Semi trades in line with the Tech sector despite its outperformance. It also trades at a 27% discount to its 10-year highs at 24.9X forward earnings, which is far from a bubbly valuation.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) presents one of the cleanest large-cap setups heading into next Thursday’s earnings report, and the setup gives retirement-focused investors a rare combination of visible earnings momentum, guided margin expansion and a valuation the growth rate already outruns.
The Setup Into July 16 Monthly filings have already de-risked the earnings report. May 2026 consolidated revenue hit NT$416.98 billion, up 30.1% year-over-year, with Jan-May cumulative revenue of NT$1.96 trillion, up 30.0%. Management guided Q2 2026 revenue to $39.0 to $40.2 billion (32% YoY at midpoint) with gross margin at 65.5% to 67.5%. Polymarket traders assign a 94.5% probability that TSM beats consensus, and an 84% probability of Q2 revenue above $39 billion.
Valuation the Growth Rate Outruns TSM trades at a 37x P/E against a forward EPS of $14.49, while the business runs 30%+ revenue growth and a Q1 gross margin of 66.2%. CEO C.C. Wei has guided full-year 2026 growth “above 30%” in USD, and the AI accelerator CAGR through 2029 is tracking in the higher 50s. The 247 base case sits at $514.04, or 15.81% upside, with the bull case at $536.23. Wall Street backs it up: 17 buy ratings against 2 holds and zero sells.
The Cash Machine Funds Itself Q4 2025 free cash flow of NT$368.6 billion, +42.73% YoY, comfortably funds the aggressive $52 to $56 billion 2026 capex plan while margins keep expanding. Q4 gross margin of 62.3% blew past the 59% to 61% guide, and Q1 delivered a 390 bps sequential jump. TSM lifted the quarterly dividend to NT$6.00 for Q3 2025, with management reiterating a “sustainable and steadily increasing cash dividend per share” policy. For retirement investors reviewing income durability, our dividend ladder research pairs naturally with TSM’s cash generation profile.
Head to Head: TSM Owns the Leading Edge The obvious foundry alternative is Intel (NASDAQ:INTC). TSM entered 2-nanometer high-volume manufacturing in Q4 2025 with good yield, running 74% of Q1 2026 wafer revenue on 7nm and below (36% from N5, 25% from N3). Intel Foundry lacks an external leading-edge customer base at anything close to that scale, and the segment continues to post operating losses.
GlobalFoundries (NASDAQ:GFS) tops out above 12nm, ceding the entire AI accelerator opportunity by design. HPC drove 61% of Q1 2026 revenue, up 20% sequentially. Wei’s own words on the moat: “It takes 2 to 3 years to build a new fab. And it takes another 1 to 2 years to ramp it up.”
TSM has already gained nearly 37% year to date, and the setup into Thursday says the run continues. The setup argues for accumulation ahead of the July 16 open.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Taiwan Semiconductor Manufacturing (NYSE:TSM | TSM Price Prediction) has been one of the defining AI infrastructure trades of the past year, and after a sharp 9.42% pullback in the past week, the question is whether the rally still has legs. Our 24/7 Wall St. price target for TSM is $502.60, implying meaningful upside from current levels. Here is how we got there.
The 24/7 Wall St. Price Target for TSM TSM currently trades at $432.57 after a volatile stretch. Based on our proprietary model, the 24/7 Wall St. price target is $502.60 over the next 12 months, pointing to 16.19% upside. Our confidence sits at 90%, high by our standards, reflecting overwhelming analyst alignment and durable AI-driven earnings momentum.
Metric Value Current Price $432.57 24/7 Wall St. Price Target $502.60 Upside 16.19% Recommendation BUY Confidence Level 90% A Sharp Pullback Inside a Blistering Year The past week has been rough, with TSM losing 9.42% after brushing the 52-week high of $479. Zoom out, though, and the story flips: TSM is up 43.06% year-to-date and 90.79% over the past year. Fundamentals justify the run.
May 2026 monthly revenue hit NT$416.98 billion, up 30.1% year over year, and CEO C.C. Wei has signaled full-year 2026 revenue growth close to 30% in USD terms. Q4 2025 delivered EPS of $3.14 versus $2.98 expected, with gross margin of 62.3%, exceeding guidance.
The Case for $550+ TSMC sits at the choke point of the AI hardware buildout. High Performance Computing was Q3 2025’s dominant segment at NT$558.59 billion, and advanced nodes (7nm and below) now generate 77% of wafer revenue, with 3nm alone at 28%. Long-term targets call for a 25% revenue CAGR through 2029 and ROE in the high-20s%.
Bank of America maintains a Buy citing cloud AI demand stretching into 2026. Polymarket traders are assigning 94% probability to a Q2 earnings beat. If forward EPS re-rates toward $15 on continued node upgrades, a 37x multiple gets us above $555 in a bull scenario.
The Risks Worth Watching TSM carries real vulnerabilities. Customer concentration is high, with top 10 customers representing 85% of accounts receivable. Geopolitical risk around Taiwan remains the perennial overhang, and capex is climbing to $52 to $56 billion in 2026, drawing scrutiny.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Insider activity currently skews toward net selling across 76 recent transactions, though bulls would argue this reflects routine portfolio rebalancing rather than a fundamental warning given how much the stock has appreciated. If AI capex digestion begins in late 2026, a bear scenario compresses forward P/E toward 24x, dragging TSM near $425.
TSM Price Prediction 2026-2030 My verdict is a buy with 90% confidence and a 24/7 Wall St. price target of $502.60. The tipping factor is the combination of 35.1% revenue growth and a forward P/E of only 28, which is reasonable for a company compounding at this rate.
The bull case rests on AI infrastructure spending holding through 2027. The bear case is a hyperscaler capex reset in the next two quarters.
Looking further ahead, here is where our model projects TSM could trade, assuming current growth trajectories and margin discipline hold.
Year 24/7 Wall St. Price Target 2026 $502.60 2027 $580 2028 $650 2029 $720 2030 $790 These projections assume TSMC continues executing on advanced node ramps and its global fab expansion. Significant upside or downside could result from a Taiwan Strait geopolitical event or a sharp reset in AI infrastructure spending.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Shares of Taiwan Semiconductor (NYSE:TSM | TSM Price Prediction) look more fairly priced nowadays after climbing just north of 90% in a year. With earnings up ahead, we’ll get a glimpse into where AI demand stands.
And with a pick-up in semi volatility in both directions, there’s no question that the results of Taiwan Semiconductor could have the potential to be a major needle-mover for all of tech. With shares trading at 28.1 times forward price-to-earnings (P/E), the case for Taiwan Semiconductor being a value stock despite the recent melt-up in share price is as loud as ever.
In my humble opinion, Taiwan Semiconductor remains one of the best opportunities within the space, especially given there’s no avoiding the firm if you need the very best AI chips produced on schedule. Even as Taiwan Semiconductor expands capacity, it feels like there will always be more business than the firm can handle.
Even the great Apple (NASDAQ:AAPL) is going to need to feel what it’s like to wait patiently in line as the foundry giant serves a growing number of big-league customers who have big money to spend.
Taiwan Semiconductor couldn’t be better positioned in this AI revolution Indeed, there isn’t enough fab capacity, given the sheer magnitude of the AI revolution. And while Taiwan Semiconductor is probably going to blow away the numbers in its second quarter, with higher CapEx and a hiked guide, the big reason to stick with Taiwan Semiconductor is where the firm is positioning itself for the next big leap in chip production. And it’s about a lot more than shrinking the process by a nanometer.
As packaging becomes a big challenge to tackle, Taiwan Semiconductor is more than ready to step up to the plate with a solution. Photonic innovations may very well be the key to getting the AI revolution where it needs to be, as it runs into a “copper wall” of sorts. With Nvidia (NASDAQ:NVDA) investing billions in photonic innovators, the rest of the AI scene has taken notice.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Taiwan Semiconductor is already powering ahead in optical connectivity Either way, Taiwan Semiconductor is moving silicon photonics ahead to mass production, a move that could further separate the foundry giant from the rest of the pack. Of course, the firm can’t get moving fast enough, especially as the firms fight for a spot in line. Nvidia has a pretty decent spot in the line, with its newly announced Spectrum-X Photonics and Quantum-X AI networking switches that will be making good use of next-generation optical connectivity.
Any way you look at it, Taiwan Semiconductor seems to be moving towards one of the next big bottlenecks of the AI boom, and one that won’t be too quick to resolve. Any way you look at it, the foundry giant is miles ahead and could, once again, be the only game in town as firms look to make the big jump into optical AI computing.
Of course, Taiwan Semiconductor’s latest ramp won’t pay off overnight. For long-term investors willing to hold for years to come, though, the shares look like a fantastic bet as it leads the rest of the semi scene into new frontiers.
In the meantime, I’d treat any near-term dip in the shares as nothing more than a chance to back up the truck. Should coming earnings fall short of expectations or broader semi volatility weighs heavily, investors might have another shot to pounce as investors lose their patience or grow worried about a rate hike and the implications on AI-related CapEx.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Taiwan Semiconductor Manufacturing didn't make the cut. Grab the names FREE today.
Union Pacific Corporation is rated hold, reflecting limited near-term upside despite strong historical returns and positive EPS revisions. UNP's proposed $85B merger with Norfolk Southern could create significant value, but regulatory hurdles and industry consolidation concerns remain. Recent operational results show modest revenue growth, robust margin drop-through, and continued dividend increases, but buybacks have paused ahead of the merger.
Raytheon UK-led consortium of industry partners set to deliver the Army's next-generation training system
, /PRNewswire/ -- Omnia Training has been awarded a £2bn contract by the UK Ministry of Defence to serve as the British Army's Strategic Training Partner and deliver the Army's Collective Training System (ACTS).
The Raytheon UK-led consortium, consisting of Capita, Cervus, Rheinmetall UK and Skyral, will deliver the ACTS in partnership with the British Army. The 15-year contract will provide soldiers with an integrated, digitally enabled collective training system that transforms how they train, prepare and adapt for future missions. Raytheon is an RTX (NYSE: RTX) business.
By combining virtual, synthetic and data-driven environments, it upgrades traditional live exercises to better prepare soldiers for complex, modern warfare, enabling training whenever and wherever required.
"We launched Omnia Training over three years ago to deliver cutting-edge training systems to help the British Army effectively prepare for operations," said James Gray, Managing Director and Chief Executive of Raytheon UK. "Our UK‑based team of innovators, engineers and experts will give soldiers and commanders a new level of training realism and set an example for effective collaboration between the Army and industry".
The Omnia team will enhance operational readiness and transform how the British Army trains by making greater use of synthetic technologies, advanced analytics and next-generation training platforms that integrate virtual, synthetic and data-driven environments. Using UK-developed technology and working with a team of UK-based partners and suppliers, Omnia Training will prepare soldiers for warfighting through realistic, integrated, immersive and adversarial collective training.
270 jobs will be created as a result of the contract award, with a further 150 jobs sustained.
About Omnia Training
Omnia Training brings together the combined expertise of five organisations with a strong track record in multi‑domain training and defence innovation. Across the team they have more than 1,500 personnel in defence training roles, and during the preparation for this contract the partners have worked as a co‑located, integrated team for over two years, driving a unified vision for training transformation in the UK and beyond.
About Raytheon UK
With over 2,000 employees, Raytheon UK is a major supplier and systems integrator to the UK Ministry of Defence, designing, developing, and manufacturing defence and space technologies. The company is also a leading provider of training transformation services and continues to invest in research and development to advance innovation across the UK. Raytheon UK is part of RTX's Raytheon business.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
Raytheon UK-led consortium of industry partners set to deliver the Army's next-generation training system
, /PRNewswire/ -- Omnia Training has been awarded a £2bn contract by the UK Ministry of Defence to serve as the British Army's Strategic Training Partner and deliver the Army's Collective Training System (ACTS).
The Raytheon UK-led consortium, consisting of Capita, Cervus, Rheinmetall UK and Skyral, will deliver the ACTS in partnership with the British Army. The 15-year contract will provide soldiers with an integrated, digitally enabled collective training system that transforms how they train, prepare and adapt for future missions. Raytheon is an RTX (NYSE: RTX) business.
By combining virtual, synthetic and data-driven environments, it upgrades traditional live exercises to better prepare soldiers for complex, modern warfare, enabling training whenever and wherever required.
"We launched Omnia Training over three years ago to deliver cutting-edge training systems to help the British Army effectively prepare for operations," said James Gray, Managing Director and Chief Executive of Raytheon UK. "Our UK‑based team of innovators, engineers and experts will give soldiers and commanders a new level of training realism and set an example for effective collaboration between the Army and industry".
The Omnia team will enhance operational readiness and transform how the British Army trains by making greater use of synthetic technologies, advanced analytics and next-generation training platforms that integrate virtual, synthetic and data-driven environments. Using UK-developed technology and working with a team of UK-based partners and suppliers, Omnia Training will prepare soldiers for warfighting through realistic, integrated, immersive and adversarial collective training.
270 jobs will be created as a result of the contract award, with a further 150 jobs sustained.
About Omnia Training
Omnia Training brings together the combined expertise of five organisations with a strong track record in multi‑domain training and defence innovation. Across the team they have more than 1,500 personnel in defence training roles, and during the preparation for this contract the partners have worked as a co‑located, integrated team for over two years, driving a unified vision for training transformation in the UK and beyond.
About Raytheon UK
With over 2,000 employees, Raytheon UK is a major supplier and systems integrator to the UK Ministry of Defence, designing, developing, and manufacturing defence and space technologies. The company is also a leading provider of training transformation services and continues to invest in research and development to advance innovation across the UK. Raytheon UK is part of RTX's Raytheon business.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
Key Takeaways Most big banks have a positive Earnings ESP, signaling higher odds of Q2 earnings beats. Strong dealmaking, IPOs and NII trends could support bank earnings and financial ETFs. XLF, IYG, IYF, VFH and IAI are key ETFs to watch as the bank earnings season begins. The war in Iran and economic growth concerns spooked investors in the latter part of first-quarter 2026. The broader market slumped and bank stocks were no exception. However, the market has recovered since April. Fragile truce talks in the second quarter of 2026 bolstered the risk-on sentiments in the market and bank stocks too recovered considerably.
Invesco KBW Bank ETF (KBWB - Free Report) has advanced 9.3% so far this year (as of July 8, 2026) while the fund has added about 12% over the past three months. This performance indicates that banking stocks are in a sweet spot ahead of the second-quarter earnings season.
Note that big banks will start releasing their quarterly numbers from next week. Let’s delve into the earnings potential of the big six banking companies, which could drive the performance of the sector ahead.
According to our methodology, a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) when combined with a positive Earnings ESP, increases the chances of an earnings beat, while companies with a Zacks Rank #4 or 5 (Sell rated) are best avoided. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
Inside Our Surprise PredictionAmong the big six, Goldman Sachs Group (GS - Free Report) , JPMorgan Chase & Co. (JPM - Free Report) , Wells Fargo & Company (WFC - Free Report) , Bank of America Corporation (BAC - Free Report) and Citigroup Inc. (C - Free Report) will report earnings on July 14. Morgan Stanley (MS - Free Report) will report on July 15.
GS has a Zacks Rank #2 and an ESP of 0.00%.
JPM has a Zacks Rank #3 and an Earnings ESP of +1.77%.
WFC has a Zacks Rank #3 and an Earnings ESP of +0.09%.
BAC has a Zacks Rank #3 and an Earnings ESP of +0.64%.
C has a Zacks Rank #3 and an Earnings ESP of +0.64%.
MS has a Zacks Rank #3 and an Earnings ESP of +0.86%.
Are Positive ESPs Good for Financial ETFs?As discussed above, chances of a broad-based earnings beat are high as most stocks have a positive ESP. We do not expect bearish earnings results from big banks, as capital market activities are in an upbeat mode.
Interest income and investment banking revenues are strong. Deal-making has been solid, thanks to large mergers and acquisitions. IPO activities and debt issuances have been in great shape.
Inside Earnings & Revenue Growth ExpectationsBelow, we mention the Zacks Consensus Estimate for second-quarter earnings per share (EPS) and revenues of the big six banks (as of July 8, 2026).
JPM: EPS of $5.52 (up 11.29% year over year) on revenues of $48.71 billion (up 8.45% year over year)
WFC: EPS of $1.74 (up 12.99% year over year) on revenues of $21.80 billion (up 4.71% year over year)
C: EPS of $2.72 (up 38.78% year over year) on revenues of $23.68 billion (up 9.28% year over year)
BAC: EPS of $1.13 (up 26.97% year over year) on revenues of $30.62 billion (up 15.69% year over year)
GS: EPS of $14.47 (up 32.63% year over year) on revenues of $16.49 billion (up 13.10% year over year)
MS: EPS of $2.89 (up 35.68% year over year) on revenues of $19.38 billion (up 15.43% year over year)
Can Chances of Upbeat Earnings Boost Financial ETFs Further?First Trust NASDAQ Bank ETF FTXO has advanced about 7.4% so far this year (as of July 8, 2026) and risen about 8% over the past three months. Vanguard Financials Index Fund ETF Shares (VFH - Free Report) is up 0.4% so far this year and has surged about 7.8% over the past three months (as of July 8, 2026).
Chances of a steeper yield curve are likely ahead as weaker June jobs data may lead the Fed to act in a less hawkish manner. A steeper yield curve favors banks’ net interest margins. Against this backdrop, the probability of upbeat earnings should be extremely beneficial for the related ETFs.
Bottom Line
The likelihood of positive earnings surprise and a steeper yield curve make the case for financial ETF investing stronger. Hence, investors pinning hopes on a bank rally should track financial ETFs like iShares U.S. Financial Services ETF (IYG - Free Report) , iShares US Financials ETF (IYF - Free Report) , State Street Financial Sel Sec SPDR ETF (XLF - Free Report) and VFH. These funds have considerable exposure to the aforementioned stocks.
The aforementioned ETFs have moderate exposure to Goldman. iShares U.S. Broker-Dealers & Securities Exchanges ETF (IAI - Free Report) has significant exposure to the stock.
If you're in the market for some new stocks for your portfolio, you might be tempted to chase some high-flying growth stocks. That could work out well for you, but if the market suffers a setback, as it invariably does now and then, many overvalued growth stocks will tend to fall hardest.
So focus instead on stocks with more reasonable valuations. Here are a few to consider.
Image source: Getty Images.
Broadcom (AVGO 0.34%), a semiconductor giant with a recent market value of $1.9 trillion, certainly qualifies as a growth stock, as it has delivered average annual gains of 36% over the past 15 years. It's up 36% over the last year, but it still looks relatively undervalued or fairly valued, with a recent forward-looking price-to-earnings (P/E) ratio of 19.8, a bit below the five-year average of 20.7. (Its price-to-sales ratio of 24 is very much on the steep side, though.)
Today's Change
(
-0.34
%) $
-1.38
Current Price
$
399.73
That latter measure is a lofty valuation, but it can be justified by rapid growth. In the company's second quarter, reported in early June, revenue popped by 48% year over year, with net income rising more than 50%. More impressively, its semiconductor revenue from artificial intelligence (AI) surged 143%.
Broadcom is not just another semiconductor company -- it's also a software company, with offerings spanning wireless and wired technologies, cybersecurity, and storage, among other areas.
2. MercadoLibre If you're worried about a looming pullback in the U.S. stock market, you might want to look abroad for some investments. So consider MercadoLibre (MELI +1.20%). It's a major e-commerce and fintech (financial technology) company serving Latin America and recently boasting 126 million unique buyers and 83 million monthly active users (up 29% year over year as of the first quarter). That quarter also featured revenue up 49% year over year and total payment volume up 50%.
Today's Change
(
1.20
%) $
21.71
Current Price
$
1,829.54
It, too, has been quite a growth stock, averaging annual gains of nearly 29% over the past decade -- though it's down 27% over the past year (as of July 7). Its price-to-sales ratio was recently just 2.9, well below the five-year average of 5.3.
The bull case for MercadoLibre is that e-commerce is still in its early days in Latin America, leaving ample room for growth. The company is also diversified, with a marketplace and its fintech services that serve the underbanked with credit cards and more. MercadoLibre does have competition, but take a closer look at it to see if you think it's worth some of your hard-earned dollars.
3. Micron Technology Memory chip specialist Micron Technology (MU 2.09%) is up 683% over the past year (as of July 7), and it still looks arguably reasonably valued, with a forward P/E ratio of 6.1. Its price-to-sales ratio is much steeper, at 12.43.
Today's Change
(
-2.09
%) $
-20.72
Current Price
$
970.93
The AI surge has driven demand for Micron's offerings, and that doesn't look like it's going to slow down soon. Its third quarter featured revenue up 345% and net income up about 1,400%. CEO Sanjay Mehrotra added: "Micron is investing at record levels in technology, products, and supply to address our customers' rapidly growing demand."
Give Micron a closer look, understanding that it's in a cyclical business and will likely be volatile.
Semiconductor giant Broadcom NASDAQ: AVGO has made a name for itself as one of the leading players in AI chips. The industry behemoth, NVIDIA NASDAQ: NVDA, is still far and away the world's largest AI chip company. However, Broadcom’s AI sales tower over other top names like Advanced Micro Devices NASDAQ: AMD and Intel NASDAQ: INTC.
Broadcom Today
$401.62 +0.51 (+0.13%)
As of 09:50 AM Eastern
This is a fair market value price provided by Massive. Learn more.
52-Week Range$269.58▼
$495.00Dividend Yield0.65%
P/E Ratio66.87
Price Target$493.24
Broadcom is far more than just an AI chip company. Its latest deal with tech giant Apple NASDAQ: AAPL, which has an expected value of over $30 billion, clearly demonstrates this.
Get Broadcom alerts:
With this long-term engagement, Broadcom is locking up sales from its most critical non-AI chip customer for years to come. Apple is also the world’s leading consumer device company, once again demonstrating Broadcom's prowess in attracting the world’s technology leaders.
The deal serves as a reminder that investors should not view Broadcom solely through the AI lens. Although heavily tied to the AI trade, investors would be remiss not to recognize its standing outside of AI when evaluating the company and its stock.
Apple: Broadcom’s Non-AI Chip EngineTo understand the significance of this deal, it is important to understand the breakdown of Broadcom’s revenue streams. Broadcom reports three key revenue lines: AI semiconductors, Infrastructure Software, and Non-AI Semiconductors. Its relationship with Apple falls squarely within the non-AI semiconductor segment, with the firm as an anchor customer. Apple has been a long-standing Broadcom customer, first using Broadcom chips back in 2009 for the iPhone 3GS.
While Non-AI Semiconductors is Broadcom’s smallest segment, it is still a key revenue stream for the company. At $4.2 billion last quarter, it represented approximately 19% of its total $22.19 billion in sales.
Past statements made by Broadcom seem to indicate the firm’s Q4 2024 revenue from Apple was near $2.2 billion. Considering this, it is plausible that Apple now represents around half of Broadcom’s non-AI chip revenue and around 10% of its total revenue.
In this context, the new agreement is significant. By extending the agreement through 2031, Broadcom secures its vital non-AI customer and a large, long-term revenue stream.
Notably, this marks the second time in recent years that the companies have extended their partnership, showing Broadcom’s ability to retain key customers. In 2023, the companies announced a deal in which Broadcom would produce 5G radio-frequency components for Apple.
Now, Broadcom and Apple are renewing their radio-frequency chip partnership. Apple notes, “Broadcom will produce advanced radio-frequency components—including FBAR filters—and advanced wireless connectivity technologies at the Fort Collins facility.”
Apple expects the agreement to exceed $30 billion, with Broadcom producing over 15 billion U.S.-made chips. To support the partnership, Broadcom will invest $1.5 billion to expand and upgrade its Fort Collins facility. While this is a cost to Broadcom, it is well worth the payoff, which is orders of magnitude larger.
Beyond AI Chips: Non-AI Semiconductors and Software Are Huge Revenue DriversWhile highlighting Broadcom’s relationship with Apple, it is also worth noting the importance of its other large segment outside of AI chips: Infrastructure Software. The company’s infrastructure software business is primarily attributed to VMware. VMware provides hypervisor software, which allows companies to use computing resources more efficiently.
In its latest quarter, Broadcom’s Infrastructure Software business generated $7.2 billion in revenue, or 32% of its total sales. This helps solidify the point that investors should not only view Broadcom as an AI chip company. Together, the firm’s Non-AI Semiconductor sales and Infrastructure Software sales came in at $11.4 billion. Thus, just over half of its total sales came from sources other than AI chips. This helps provide a real level of diversification from AI revenue sources.
Additionally, Broadcom expects both its non-AI chip revenue and infrastructure software growth to accelerate significantly next quarter. It forecasts non-AI chip growth of 12% year over year (YOY), compared to 6% YOY last quarter. Non-AI chip bookings also came in at $6 billion last quarter. Broadcom notes that the figure being significantly higher than sales is a “clear indication we're on a path towards a full cyclical recovery." Meanwhile, it sees infrastructure software sales rising 31% YOY, compared to 9% YOY last quarter.
Still, with AI Semiconductor growth expected to rise by over 200% YOY, up from 143% YOY last quarter, the AI Semiconductor segment is certainly Broadcom's main growth driver.
As AI contributes the vast majority of growth, it will continue to have an outsized impact on Broadcom’s share price.
Broadcom Keeps Chugging Away Amid Share WeaknessOverall, Broadcom’s Apple deal solidifies one of its largest relationships with a single customer. Meanwhile, the company expects all three parts of its business to experience accelerating growth next quarter.
Broadcom Inc. (AVGO) Price Chart for Friday, July, 10, 2026
With this, the world’s second-largest semiconductor company continues to fire on all cylinders, despite shares being down about 20% from their highs.
Should You Invest $1,000 in Broadcom Right Now?Before you consider Broadcom, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Broadcom wasn't on the list.
While Broadcom currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
The space race is growing fast, and you don’t have to have gotten in early on SpaceX to profit. This report shows seven space stocks you can buy today that may grow as rockets, satellites, defense, space internet, and new space technology become more important.
Illinois Tool Works (NYSE: ITW) stock has pulled back in the past few days as investors position themselves for the upcoming earnings report that will provide more color on its business. While growth expectations are low, the stock has formed the rare inverted head-and-shoulders pattern, pointing to a rebound.
Illinois Tool Works is a large American industrial company that makes products used directly and indirectly by millions of people globally.
It makes automotive products that are used by large companies like General Motors and Ford, construction products like Paslode, Ramset, and Red Head, and food equipment like commercial dishwashers and ovens.
ITW has grown to become a dividend king, a company that has paid and raised its dividends for over 50 years. It now has a dividend yield of 2.43%, a five-year growth of 7.4%, and a payout ratio of 58%.
Illinois Tool Works stock has come under pressure in the past few months as the US-Iran war has led to a surge in key raw material costs. At the peak of this war, the stock dropped from $303 to $241 within weeks.
The next key catalyst for the ITW stock price is the upcoming earnings report, which will provide more color on its business. The report will come out on July 28th this year.
Yahoo Finance data shows that analysts expect the upcoming report will show that its revenue rose by 3.36% in the last quarter to $4.19 billion. Its guidance for the third quarter’s number will be $4.18 billion, up by 3%. Its annual revenue is expected to come in at $16.6 billion from the previous year’s $16 billion.
The most recent results showed that ITW delivered solid numbers, with its revenue rising by 5% in Q1, with its margin rising by 60 basis points to 25.4%. Its earnings per share (EPS) rose by 12% to $2.66.
READ MORE: Illinois Tool Works stock: why Josh Brown says ITW is the 'best' in market
A key concern now is on its valuation, which is a bit elevated for a slow-growing industrial company.
Illinois Tool Works trades with a forward price-to-earnings ratio of 23.38, slightly higher than the sector median of 20. The S&P 500 Index has a multiple of 22.
Most notably, ITW now trades with a higher multiple than other faster-growing companies like Micron and Nvidia. Micron, whose revenue is growing by triple digits and has higher margins, trades with a forward multiple of 13, while Nvidia has a multiple of 21.
As such, the company will need to report stronger revenue and profits to convince investors. This explains why analysts are not highly excited about the company, with most of them having hold or underweight ratings.
Illinois Tool Works stock chart | Source: TradingView
The daily chart shows that the Illinois Tool Works stock remains under pressure today. However, a closer look shows that it is in the process of forming an inverted head-and-shoulders pattern. It has already completed the formation of the left shoulder and head sections and is now in the right one.
This pattern suggests that it may need to rereat to the right shoulder section of $255 and then bounce back. In the future, the stock may jump to $303, its highest level in February this year.
Retiring on dividends remains achievable for late starters by building a high-yield, quality portfolio targeting a 6% yield with safe, growing payouts. Dividend-focused strategies mitigate sequence of returns risk, enabling investors to live off income rather than depleting principal during market downturns. Examples like Enbridge Inc. (ENB), Omega Healthcare Investors, Inc. (OHI), and Bristol-Myers Squibb Company (BMY) illustrate our buy low, sell high, and get paid to wait principles, delivering strong returns and dividend growth.
Coinbase shares are powering higher. Why are COIN shares rallying? The ApprovalCircle announced it has received approval from the OCC to establish First National Digital Currency Bank N.A., operating under the name Circle National Trust. The approval represents a major U.S. regulatory milestone, placing Circle’s USDC stablecoin infrastructure under direct federal oversight by the OCC — the primary regulator for national banks and national trust banks.
Upon opening, Circle National Trust will offer fiduciary digital asset custody services for Circle and its affiliates, with the potential to eventually extend services to a limited number of institutional customers including banks and other regulated financial institutions. The charter is also designed to enable future management of the USDC Reserve under federal regulatory oversight.
“OCC approval to establish Circle National Trust marks a defining step in bringing blockchain technology and digital assets into the core of the U.S. financial system,” said Jeremy Allaire, Co-Founder, Chairman, and CEO of Circle.
Why Coinbase Is MovingCoinbase is one of the largest distributors of USDC and benefits directly from broader institutional adoption of regulated stablecoins. A federal banking charter for Circle signals a more legitimized and regulated digital asset landscape — a rising tide that lifts the broader crypto infrastructure sector.
Coinbase Shares RiseCOIN Price Action: At the time of publication, Coinbase shares are trading 4.52% higher at $165.60, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
LOS ANGELES, July 10, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation (“Roblox” or “the Company”) (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 7, 2026.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Roblox assured investors that it could minimize risks associated with age verification and accurately forecast its business performance. The Company claimed to be “enormously bullish” and able to rely on “tremendous organic growth.” The Company relied on viral events to supply growth while misleading shareholders about how age verification would impact platform engagement and the public’s view of its products. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Roblox, investors suffered damages.
Join the case to recover your losses
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Roblox Corporation (NYSE: RBLX).
Shareholders who purchased shares of RBLX during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: 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. 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 to 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. Following this news, 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.
DEADLINE: August 7, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/roblox-corporation-loss-submission-form-2/?id=192848&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of RBLX during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is August 7, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Key Takeaways Roblox's payers jumped 52%, far outpacing user growth and signaling stronger platform monetization.Adult users monetized over 50% higher, driving Roblox to boost rewards for age-checked spending.Age checks, reduced communication and weaker sign-ups cut RBLX's 2026 bookings outlook to 8-12% from 22-26%. Roblox Corporation (RBLX - Free Report) sustained strong monetization momentum even as safety-related changes pressured new-user acquisition. In the first quarter of 2026, monthly unique payers increased 52% year over year to 31 million, well ahead of daily active user growth. Revenue rose 39% year over year to $1.4 billion, while bookings increased 43% to $1.7 billion.
Engagement also remained strong across the platform. Daily active users grew 35% year over year to 132 million, while hours engaged increased 43% to 31 billion. International markets remained a key growth driver, with DAUs outside the United States and Canada rising 40% and hours engaged increasing 50%. Japan and India also recorded strong user and engagement growth.
Older users represent an important monetization opportunity for Roblox. In the United States, users aged 18 and above monetized at a rate more than 50% higher than users under 18. To encourage more content for this audience, Roblox raised the DevEx rate for spending generated by age-checked adult users in the United States from 26.6% to 37.8%, effective June 8, 2026.
However, the global rollout of age checks has created short-term friction. Reduced communication activity and weaker organic sign-ups through app stores have pressured new-user acquisition. Roblox consequently lowered its full-year 2026 bookings-growth outlook to 8-12% from its prior expectation of 22-26%.
To address these pressures, Roblox plans to increase age-check adoption, improve communication features and refine discovery algorithms around long-term engagement. These efforts, along with stronger incentives for adult-focused content, could help support user growth and sustain monetization momentum over time.
RBLX’s Stock Price Performance, Valuation & EstimatesRoblox’s shares have declined 2.2% in the past three months against the industry’s 5.8% growth. In the same time frame, other industry players like DraftKings Inc. (DKNG - Free Report) and Monarch Casino & Resort, Inc. (MCRI - Free Report) have gained 16.8% and 28.5%, respectively.
RBLX Three-Month Price Performance
Image Source: Zacks Investment Research
RBLX stock is currently trading at a premium. It is currently trading at a forward 12-month price-to-sales (P/S) multiple of 4.61, well above the industry average of 2.20. DraftKings and Monarch Casino have P/S ratios of 1.78 and 3.89, respectively.
RBLX’s P/S Ratio (Forward 12-Month) vs. Industry
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for Roblox’s 2026 loss per share has narrowed from $1.45 to $1.44 over the past 30 days.
EPS Trend of RBLX Stock
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for RBLX's 2026 loss per share suggests a 6.5% year-over-year improvement. Conversely, industry players like DraftKings and Monarch Casino are likely to witness growth of 74.2% and 30.2%, respectively, year over year in 2026 earnings.
RBLX Zacks RankRoblox has a Zacks Rank #3 (Hold) at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Shares of Circle Internet Group (NYSE:CRCL | CRCL Price Prediction) are up 14% in early Friday trading to $71.93, rebounding sharply from Thursday’s $63.01 close. The stablecoin issuer is rallying after winning final regulatory approval to launch a national trust bank.
Coinbase (NASDAQ:COIN) stock is up 5% to $165.66, while Strategy (NASDAQ:MSTR) stock (formerly MicroStrategy) is also up 5% to $98.21. The moves track a 2% bounce in Bitcoin (CRYPTO:BTC) over 24 hours to $64,123.
The Circle stock rally caps a rough stretch in which CRCL had slid to a three-month low heading into today. Circle shares are down 69% over the past year, so this pop reclaims only a slice of lost ground.
OCC Approval Fuels Circle’s Rebound The Office of the Comptroller of the Currency granted final approval for Circle to open Circle National Trust, a national trust bank that will house USDC custody and eventually its reserves under federal oversight. The green light completes the conditional approval Circle received in December 2025 and slots the issuer squarely into the GENIUS Act framework for payment stablecoins.
CEO Jeremy Allaire welcomed the federal oversight, framing it as validation of Circle’s push to build regulated infrastructure for programmable finance. Circle issues USDC (CRYPTO:USDC), with $77 billion in circulation as of March 31 and 28% market share of the U.S. dollar fiat-backed stablecoin segment.
Cathie Wood’s ARK Invest bought around 217,900 shares of Circle stock on July 9, a vote of confidence going into today’s news. The average analyst price target sits at $134, well above the current share price, with Bernstein carrying a $190 Buy target.
The bull case for CRCL stock rests on the regulatory moat that the OCC charter creates and the ongoing convergence of stablecoin rails with traditional payments. Circle Internet Group’s Q1 2026 revenue grew 20% year over year (YoY) to $694 million, and USDC on-chain transaction volume hit $21.5 trillion, up 263% YoY.
The bear case is credible too. A rival token, Open USD, backed by Visa (NYSE:V) and Coinbase, emerged in late June and drove Circle stock from a 52-week high of $263 toward $63. Insider selling has also been heavy, with Director Patrick Sean Neville selling more than $85 million in shares in June.
The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted.
Coinbase, Strategy, and IBIT Ride the Bitcoin Bounce Coinbase stock is climbing alongside Bitcoin’s rebound after a punishing first half. Q1 2026 revenue at Coinbase fell 31% YoY to $1.41 billion as spot volumes and crypto prices declined. A firmer Bitcoin tape directly lifts transaction revenue, which made up 54% of Coinbase’s Q1 net revenue.
Strategy stock, the vehicle that holds 818,334 Bitcoin on its balance sheet, is even more directly geared to the coin’s price. Every move in Bitcoin flows through the company’s fair-value accounting, and Q1 2026 included a $14.5 billion unrealized loss on the position that today’s bounce begins to reverse. MSTR shares carry a beta of 3.5, so the amplification runs both ways.
The iShares Bitcoin Trust ETF (NASDAQ:IBIT) is the cleanest way to express a spot view on the coin. The ETF holds Bitcoin directly at a 0.33% expense ratio, and it’s highly volatile though not leveraged. IBIT shares are still down 28% year to date (YTD), mirroring Bitcoin’s 28% YTD decline.
What to Watch Now Traders can watch for whether Circle stock holds its early Friday gains once regular trading opens. Early pops in crypto-linked names have a habit of fading if Bitcoin loses altitude through the session, and the CRCL move sits on top of a stretch of heavy insider selling that could cap upside.
The bigger question is about durability. If Bitcoin can stay above the $64,000 mark into the weekend, the Coinbase and Strategy trades stay in play. Should the coin slip back, the read-through cuts the other way for both, with MSTR shares most exposed given their leverage to Bitcoin’s price.
For position sizing, investors may want to treat Circle stock as the primary event-driven name today and the Bitcoin proxies as higher-beta trades layered on top. A cautious, sized-down approach makes sense given how quickly gains can reverse in this cohort. Follow-on analyst notes on Circle’s charter and any Monday price target updates could shape sentiment into next week.
If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks:
- Join Stock Advisor for one year, with a 30-day money-back guarantee
- Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list
- Read the analysis, decide for yourself, and trade through your own brokerage
Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them.
A long-term care policy does not just protect against a future care bill. It also creates a premium bill that may have to be paid for decades. A healthy 55-year-old buying meaningful inflation protection can face annual premiums in the low-to-mid thousands, and a 55-year-old couple can easily cross $5,000 combined. The planning question is: can you build a dedicated pool of capital that helps pay the premium without steadily draining principal?
Use $3,000 a year as the working number. That is a reasonable middle-of-the-road planning figure for a single buyer in good health, and it serves as a base unit you can multiply for couples, richer benefits, or older applicants.
The Capital Required at Three Yield Levels The arithmetic is the same equation in every case: annual premium divided by yield equals the capital required.
Conservative (3% to 4% yield): $3,000 divided by 0.035 equals roughly $85,700. This is the dividend-growth lane: blue-chip consumer staples, household-name healthcare, regulated utilities. Moderate (5% to 6% yield): $3,000 divided by 0.05 equals $60,000. This is where net-lease REITs and specialty healthcare REITs live. Aggressive (7%+ yield): $3,000 divided by 0.07 equals about $42,900. Business development companies, mortgage REITs, and covered-call funds populate this tier, with the principal exposed to erosion. For a couple targeting $6,000 in combined premiums, double the numbers: roughly $171,000 at the conservative tier, $120,000 at the moderate tier.
A Loop Worth Noticing There is something quietly elegant about funding long-term care premiums from a company tied to senior-care real estate. LTC Properties (NYSE: LTC) is a healthcare REIT focused on seniors housing and skilled nursing, and it has declared monthly dividends of $0.19 per share in 2026, or $2.28 annualized. At a recent share price near $38.48, that is a yield of about 5.9%, meaning roughly $50,700 in shares would produce about $3,000 in annual dividend income before taxes.
A monthly companion in the same tier is Realty Income (NYSE: O), the self-styled Monthly Dividend Company. Its June 2026 increase brought the monthly dividend to $0.271 per share, or $3.252 annualized, for a yield of about 5.2% at a recent $63.04 share price. Many long-term care policies can be paid monthly, so the cash-flow rhythm may match the obligation.
Why Less May be More When It Comes To Yields LTC insurance premiums are not static. Insurers have raised in-force premiums repeatedly over the past two decades, and a portfolio that merely matches today’s bill will eventually fall short. That is why the conservative tier deserves a second look despite needing more capital.
Procter & Gamble (NYSE: PG) yields around 2.9% but has paid dividends for 136 consecutive years and increased them for 70 consecutive years, including a 2026 raise to $1.0885 quarterly. Johnson & Johnson (NYSE: JNJ) yields about 2.1% and lifted its payout to $1.34 quarterly, marking 64 consecutive years of increases. PepsiCo (NASDAQ: PEP), recently yielding about 4.3%, announced a 4% increase beginning with the $1.48 June 2026 payment.
A 3.5% yield growing 7% annually doubles its income in a little over 10 years. A flat 6% yield that never grows loses ground whenever premiums rise or inflation erodes purchasing power. The conservative tier costs more upfront, but it buys the one feature that matters over a 30-year policy: a better chance of rising income.
What to Do Next Get your actual premium quote first. The capital you need is driven by the number on the policy illustration, not a national average. A quote at 55 versus 62 can change the required capital sharply, especially once inflation protection, benefit period, health rating, and shared benefits are included. Run the math on a hybrid policy. Hybrid life-LTC products replace recurring premiums with a single deposit. Compare that lump sum against the capital required to fund traditional premiums at your target yield. Decide which problem you are solving. If you want the premium supported for life, anchor the portfolio in dividend growers and accept the larger capital outlay. If you want the smallest dedicated pool possible, higher-yielding REITs may get you closer, but with more concentration risk, less dividend growth, and no guarantee that principal will hold up when you need the income most. A Better Way to Think About the Premium The cleanest version of this strategy is not to chase the highest yield that covers this year’s bill. It is to build an income source that can survive rate increases, taxes, market stress, and a long waiting period before any claim is paid. Long-term care insurance is bought to protect assets later. The portfolio funding the premium should be built with the same goal.
Contact [email protected] for any questions or corrections.
MARA shares are advancing steadily. Why is MARA stock trading higher? The Deal & Site DevelopmentThe site encompasses more than 1,200 acres approximately 90 miles southwest of Houston, and is expected to provide access to up to 1 GW of grid capacity by October 2027 and up to 2 GW by April 2028. The site has already received interest from potential High-Performance Computing tenants. HIF will retain a minority ownership interest in the project upon execution of a lease with an HPC tenant.
Upon full energization, the site is expected to more than double MARA’s potential power capacity to approximately 4.8 GW across its portfolio — including the anticipated close of MARA’s previously announced agreement to acquire Long Ridge Energy & Power.
MARA intends to develop the site through its partnership with Starwood Digital Ventures as a large-scale digital infrastructure campus capable of supporting high-performance computing workloads as well as flexible compute operations, including Bitcoin mining. Phased construction is expected to begin in 2026, contingent upon regulatory approvals.
“This transaction advances our strategy of securing strategically located infrastructure assets capable of supporting high-performance compute and bitcoin workloads,” said Fred Thiel, MARA’s Chairman and CEO.
MARA Shares Edge HigherMARA Price Action: At the time of publication, MARA shares are trading 2.18% higher at $13.51, according to data from Benzinga Pro.
This illustration was generated using artificial intelligence via Midjourney.
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
ROAD TOWN, British Virgin Islands, July 10, 2026 (GLOBE NEWSWIRE) -- Aura Minerals Inc. (NASDAQ: AUGO and B3: AURA33) (“Aura” or the “Company”) is pleased to announce Q2 2026 preliminary production results from the Company’s six operating mines: Aranzazu, Apoena, Minosa, Almas, Borborema and MSG (“Mineração Serra Grande”). Total production in Q2 2026, at current prices, reached 75,437 gold equivalent ounces (“GEO”)1, an 8% decrease compared to the previous quarter and 18% higher when compared to Q2 2025. At constant prices2, Aura’s quarterly production decreased by 9% compared to Q1 2026 and increased 16% above Q2 2025. In Q2 2026, sales totaled 77,764 GEO, a decrease of 4% compared to Q1 2026, while compared to the same period of the last year, it increased by 25%, mainly due to better sales at Almas, a Borborema under commercial production and the acquisition of MSG.
In the six months of 2026 (H1 2026), Aura produced 157,574 GEO at current prices and 158,448 GEO at constant prices, representing a 27% increase compared to the same period of 2025 and marking the highest first-half production in the Company's history. During the period, Aura sold 159,129 GEO, up 29% year-over-year. Over the last twelve months, Aura produced 313,868 GEO, an increase of 21% compared to the corresponding prior twelve-month period.
Rodrigo Barbosa, CEO and President commented: “We are pleased to report that our Q2 production was in line with expectations, contributing to record-high output for both the first half of the year and the last twelve months. While Q2 production was 75.4 thousand GEO — lower than Q1 as expected — we remain firmly on track with our full-year guidance. Equally important to our current results are the strategic initiatives and growth projects that position Aura to exceed 600,000 GEO annually in the coming years. Key highlights include: (i) At MSG, we continue to invest in underground infrastructure and primary development to transition the mining method from top-down to bottom-up; (ii) Era Dorada is now in full construction following recent Board approval; (iii) Almas delivered higher production thanks to increased plant capacity from the ongoing expansion; (iv) Apoena open-pit mine development is progressing according to plan, setting the stage for higher grades in the second half of the year; (v) Borborema advances on its technical studies for the planned expansion, supported by the road relocation agreement with DNIT; and (vi) exploration and technical studies continue to advance at Matupá and Serra da Estrela, further strengthening our organic growth pipeline."
Q2 2026 Highlights:
At Aranzazu, production reached 17,882 GEO, representing a 14% increase compared to the previous quarter, primarily driven by metal price dynamics regarding GEO conversion, considering that the average gold realized price declined 9% QoQ to $4.416/oz (vs. $4.850/oz in Q1 2026), while copper outperformed, with the average realized price increasing 5% to $6.09/lb (vs. $5.80/lb in Q1 2026). When compared to Q2 2025, production decreased by 20% due to lower production driven by the mine plan. At constant prices3, Aranzazu production was 8% higher when compared to Q1 2026, explained by higher grades from mine sequencing, while YoY the production was 24% lower. In H1 2026, total production decreased by 21% compared to the previous year at current prices, reaching 33,576 GEO. At constant prices, Aranzazu produced 34,450 GEO, also 21% lower compared to the same period of the previous year of 43,645 GEO, mainly due to lower grades as expected in the mine sequencing. At 2026 Guidance Prices³, Aranzazu ended Q2 2026 with a production of 16,043 GEO, 6% higher than Q1 2026. Aranzazu sold 17,764 GEO in Q2 2026 and 33,982 GEO in H1 2026.At Minosa, production totaled 14,284 GEO in Q2 2026, 18% lower than Q1 2026 and 21% lower compared to Q2 2025, which were 20% lower YoY and 8% lower QoQ, associated with the increase in stacking level within the leach pad and lower ore plant feed. In H1 2026, production totaled 31,683 GEO, 11% decrease compared to H1 2025 (35,693 GEO), mainly due to these impacts in Q2 2026. In terms of sales, Minosa sold 15,190 GEO, 13% lower than Q1 2026 and 15% lower Q2 2025. In H1 2026, Minosa sold 32,647 GEO, an 8% decrease compared to the 35,362 GEO sold in H1 2025.At Almas, production reached 16,130 GEO, 25% higher than Q2 2025, driven by higher ore processed volumes due to the expansion project of the plant’s operational capacity. This effect also positively impacted production when compared to Q1 2026, which increased 2%. In H1 2026, production totaled 31,968 GEO, 23% increase compared to H1 2025 (26,018 GEO), driven mainly by 20% higher ore moved volumes and 30% higher ore plant feed, reflecting the results of the plant expansion. In the quarter, Almas sold 17,920 GEO, higher than production as the last shipment of the previous quarter was in transit and was considered as a Q2 2026 sale volume. In the H1 2026, Almas sold 31,968 GEO.At Apoena, production was 5,704 GEO, 24% lower than Q1 2026, due to a grade decrease of 26%, from 0.8 g/t to 0.6 g/t, as expected from the mine sequencing and in line with the Company’s plan. Compared with Q2 2025, production also decreased by 31%, primarily because of lower grades and lower recovery rates. In H1 2026, total production was 13,229 GEO, a 23% decrease compared to the same period of last year, mainly due to lower ore plant feed and lower grades. In the quarter and semester, Apoena sold the same amount as produced. This result is in line with Company`s plan to achieve higher grades in the Nosde Pit during the second semester.At Borborema, production totaled 14,251 GEO, 17% lower than the previous quarter, driven by lower grades, which declined 18% (from 1.41 g/t to 1.16 g/t), due to mine sequencing and as expected. In H1 2026, the total production was 31,352 GEO, higher than the same period of last year, considering that the commercial production of Borborema started in Q2 2025. In the quarter, Borborema sold 13,996 GEO, totaling 30,605 GEO in H1 2026.At MSG, production totaled 7,186 GEO, a 16% decrease compared to Q1 2026, driven by lower grades (from 1.54 g/t in Q1 2026 to 0.90 g/t in Q2 2026) but in line with the Company's expectations under the MSG turnaround strategy. During the quarter, the Company also advanced, as expected, its operational improvement strategy, with increased development of mine infrastructure and primary development to invert mine method to bottom up. In H1 2026, production reached 15,766 GEO. Regarding sales, MSG sold 7,190 GEO in Q2 2026, totaling 16,698 GEO in H1 2026. Production Results
Preliminary GEO1 2 production volume for the six months ended June 30, 2026, when compared to the previous quarter and the same period of the previous year is presented below by operating mine:
Q2 2026Q2 2025Q1 2026%
change
vs. Q2
2025%
change
vs. Q1
2026H1 2026H1 2025%
change
vs. H1
2025Ounces produced (GEO) Aranzazu17,88222,28115,694-20%14%33,57642,737-21%Minosa14,28418,03917,399-21%-18%31,68335,693-11%Almas16,13012,91715,83825%2%31,96826,01823%Apoena5,7048,2197,525-31%-24%13,22917,095-23%Borborema14,2512,57717,101n.a.-17%31,3522,577n.a.MSG7,18608,580n.a.-16%15,7660n.a.Total GEO produced - Current Prices75,43764,03382,13718%-8%157,574124,12027% Total GEO produced - Constant Prices75,43765,22783,01016%-9%158,448125,02827% Total GEO produced - Guidance Prices73,59863,16381,55417%-10%155,153121,18428% 1 The total may not add due to rounding.
2 Applies the metal sale prices in Aranzazu realized at each relevant quarter.
The table below shows production by each type of metal at Aranzazu.
Q2 2026Q2 2025Q1 2026%
change
vs. Q2
2025%
change
vs. Q1
2026H1 2026H1 2025%
change
vs.
H1 2025 Gold Production (oz)5,4737,4615,268-27%4%26,70026,5780%Silver Production (oz)109,549143,318102,510-24%7%542,046539,5320%Copper Production (klbs)7,5079,9226,985-24%7%36,58336,988-1%Molybdenum Production (Klbs)575863-1%-10%24958329%.Total GEO produced - Current Prices17,88222,28115,694-20%14%83,14997,558-15% Total GEO produced - Constant Prices17,88223,47516,568-24%8%78,77178,2641% The chart below displays the consolidated quarterly GEO production measured at current and constant prices since Q1 2023, as well as the last twelve months at the end of each reporting period:
Qualified Person
The scientific and technical information contained in this press release has been reviewed and approved by Farshid Ghazanfari, P.Geo., Geology and Mineral Resources Manager, an employee of Aura and a “qualified person” within the meaning of NI 43-101 and SK-1300.
About Aura 360° Mining
Aura is focused on mining in complete terms – thinking holistically about how its business impacts and benefits every one of our stakeholders: our company, our shareholders, our employees, and the countries and communities we serve. We call this 360° Mining.
Aura is a company focused on the development and operation of gold and base metal projects in the Americas. The Company's six operating assets include the Minosa gold mine in Honduras; the Almas, Apoena, Borborema and MSG gold mines in Brazil; and the Aranzazu copper, gold, and silver mine in Mexico. Additionally, the Company owns Era Dorada, a gold project in Guatemala; Tolda Fria, a gold project in Colombia; and two projects in Brazil: Matupá, which is under development; and the Carajás copper project in the Carajás region, in the exploration phase.
The information contained in this press release is preliminary in nature and is provided for informational purposes only. It is based on current estimates, assumptions, and expectations, which remain subject to ongoing review, verification, and possible revision. Final Q2 2026 Production Results may differ from those set forth herein, and no assurance is given as to the accuracy or completeness of the information at this stage. Readers are cautioned not to place undue reliance on this preliminary results.
Forward-Looking Information
This press release contains “forward-looking information” and “forward-looking statements”, as defined in applicable securities laws (collectively, “forward-looking statements”) which may include, but is not limited to, statements with respect to the activities, events or developments that the Company expects or anticipates will or may occur in the future. Often, but not always, forward-looking statements can be identified by the use of words and phrases such as “plans,” “expects,” “is expected,” “budget,” “scheduled,” “estimates,” “forecasts,” “intends,” “anticipates,” or “believes” or variations (including negative variations) of such words and phrases, or state that certain actions, events or results “may,” “could,” “would,” “might” or “will” be taken, occur or be achieved.
Known and unknown risks, uncertainties and other factors, many of which are beyond the Company’s ability to predict or control, could cause actual results to differ materially from those contained in the forward-looking statements. Specific reference is made to the most recent Annual Information Form on file with certain Canadian provincial securities regulatory authorities and to the Company’s Form F-1 filed with the U.S. Securities and Exchange Commission (“SEC”) for a discussion of some of the factors underlying forward-looking statements, which include, without limitation, volatility in the prices of gold, copper and certain other commodities, changes in debt and equity markets, the uncertainties involved in interpreting geological data, increases in costs, environmental compliance and changes in environmental legislation and regulation, interest rate and exchange rate fluctuations, general economic conditions and other risks involved in the mineral exploration and development industry as described in filings with Canadian securities regulators and the SEC. Readers are cautioned that the foregoing list of factors is not exhaustive of the factors that may affect the forward-looking statements.
All forward-looking statements herein are qualified by this cautionary statement. Accordingly, readers should not place undue reliance on forward-looking statements. The Company undertakes no obligation to update publicly or otherwise revise any forward-looking statements whether as a result of new information or future events or otherwise, except as may be required by law. If the Company does update one or more forward-looking statements, no inference should be drawn that it will make additional updates with respect to those or other forward-looking statements.
1 Gold equivalent ounces, or GEO, is calculated by converting the production of silver, copper and molybdenum into gold using a ratio of the prices of these metals to that of gold. The prices used to determine the GEO are based on the weighted average price of silver and copper realized from sales at the Aranzazu Mine during the relevant period.
2 Applies the metal sale prices in Aranzazu realized during Q2 2026: Copper price = US$6.09/lb; Gold Price = US$4,416/oz; Silver Price = US$71.45/oz and Molybdenum Price = US$29.71/oz.
3 Constant Price" is a method of converting our copper, silver and molybdenum production or sales volume into GEO based on fixed metal prices. This approach eliminates the impact of metal price fluctuations, when comparing production or sales figures across different periods. Using constant prices allows for a consistent and meaningful comparison of gold equivalent production or sales over time. It ensures that differences in GEO production or sales between two periods reflect changes in actual physical metal production or metal sales and not changes due to fluctuations in commodity prices among the periods. GEO at constant price for previous period, to be compared to GEO for current period, is copper production or sales volume previous period multiplied by copper prices current period plus silver production or sales volume for previous period multiplied by silver prices from current period plus molybdenum production or sales volume for previous period multiplied by molybdenum prices from current period divided by gold price for current period.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/39e1b7e8-b141-4392-a4f2-fff185ffeb7c
, /PRNewswire/ -- XPENG has officially started employee testing of its Robotaxi platform, marking a major milestone in the company's journey from intelligent electric vehicles to autonomous vehicles powered by Physical AI. The programme follows just eight months after XPENG first unveiled its Robotaxi initiative at XPENG AI Day 2025, reinforcing the company's rapid progress towards commercial deployment.
To mark the occasion, XPENG Chairman and CEO He Xiaopeng became the first internal passenger to complete a full end-to-end Robotaxi journey, successfully placing an order, being picked up and reaching his destination through the XPENG Robotaxi platform. The test demonstrated that the company has successfully connected the entire service chain, from ride hailing and autonomous dispatch to passenger transport and journey completion.
The employee testing programme was announced during XPENG's first company-wide Robotaxi business meeting, where He Xiaopeng outlined the strategic importance of autonomous mobility to the company's future development.
"Robotaxi represents an important step in XPENG's expansion from smart electric vehicles to robotic vehicles," said He Xiaopeng, Chairman and CEO of XPENG. "Over the next decade, Physical AI will increasingly evolve into robots. For XPENG, Robotaxi is not simply a new business, but one of the most important milestones in unlocking the real potential of Physical AI."
From Smart EVs to "Robotic Vehicles"
As autonomous driving advances from driver assistance to full autonomy, XPENG believes vehicles will increasingly become intelligent robotic platforms capable of perception, reasoning and decision-making.
Powered by XPENG's self-developed Turing AI chip, VLA2.0 AI model and proprietary infrastructure, Robotaxi represents one of the company's most complete Physical AI applications to date, bringing together its advances in intelligent vehicles, autonomous driving and embodied AI into a single platform.
Built for Global Scale
He Xiaopeng also used the meeting to outline its long-term Robotaxi strategy. Rather than operating ride-hailing fleets itself, the company intends to serve as a technology provider and ecosystem enabler - supplying the software, hardware and AI capabilities required for autonomous mobility, while working with local partners to deliver services on the ground.
Leveraging the same technology foundation underpinning both its L2 intelligent driving and L4 autonomous driving systems, XPENG's Robotaxi platform is designed for rapid deployment across different cities and markets without relying on LIDAR heavy architectures or high-definition maps.
"The second-generation VLA model's ability to generalise across different environments significantly reduces the cost and complexity of deployment," said Candice Yuan, Head of XPENG Robotaxi.
Following the launch of employee testing, XPENG plans to complete trial operations and establish regular demonstration services during 2026, using Guangzhou as a model city to develop operational experience that can be replicated globally. The company confirmed it is already exploring potential Robotaxi partnerships across Europe, the Middle East and Southeast Asia.
About XPENG
Founded in 2014, XPENG is a leading AI-driven mobility company that designs, develops, manufactures, and markets Smart EVs, catering to a growing base of tech-savvy consumers. With the rapid advancement of AI, XPENG aspires to become a global leader in AI mobility, with a mission to drive the Smart EV revolution through cutting-edge technology, shaping the future of mobility. To enhance the customer experience, XPENG develops its full-stack advanced driver-assistance system (ADAS) technology and intelligent in-car operating system in-house, along with core vehicle systems such as the powertrain and electrical/electronic architecture (EEA). Headquartered in Guangzhou, China, XPENG also operates key offices in Beijing, Shanghai, Silicon Valley, and Amsterdam. Its Smart EVs are primarily manufactured at its facilities in Zhaoqing and Guangzhou, Guangdong province. XPENG is listed at the New York Stock Exchange (NYSE: XPEV) and Hong Kong Exchange (HKEX: 9868).
Key Takeaways AMZN, GOOGL, CSCO, NET and PLTR are highlighted for AI-driven cloud growth in 2H 2026.Cisco expects AI infrastructure orders to reach $9B in fiscal 2026 amid strong data center demand. Cloudflare and Palantir are expanding AI platforms and enterprise adoption across key industries. The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to fully unfold. This space remains rock solid supported by an extremely bullish demand scenario. The demand for data center capacity has surged to manage and store the vast amount of cloud computing-based data.
In order to reap the benefits of this enormous opportunity, we recommend investors buy five cloud computing behemoths at this stage and hold them for the long term. These stocks are set to immensely benefit from an AI-induced cloud boom in the second half of 2026.
These are: Amazon.com Inc. (AMZN - Free Report) , Alphabet Inc. (GOOGL - Free Report) , Cisco Systems Inc. (CSCO - Free Report) , Cloudflare Inc. (NET - Free Report) and Palantir Technologies Inc. (PLTR - Free Report) . Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The chart below shows the price performance of our five picks in the past three months.
Image Source: Zacks Investment Research
Amazon.com Inc.Amazon.com’s international expansion and diversification across e-commerce, AWS cloud services, advertising and streaming create multiple revenue streams while reducing concentration risk.
AI integration throughout AMZN’s operations represents a transformative catalyst for efficiency gains and new revenue opportunities across the entire business ecosystem. AWS provides cutting-edge AI and machine learning services to enterprise customers, positioning Amazon as a leader in the rapidly expanding generative AI market.
AMZN’s chips business exceeded a $20 billion annual revenue run rate, with Graviton, Trainium and Nitro growing triple-digit percentages year over year, and AWS secured commitments from OpenAI and Anthropic for Trainium capacity. AMZN deploys AI extensively in its e-commerce platform for personalized recommendations, inventory management, and dynamic pricing optimization that enhances profitability.
Logistics operations benefit from AI-powered routing algorithms and warehouse automation that reduce delivery times and operational costs significantly. AMZN's substantial investments in AI infrastructure and talent development create formidable competitive barriers while unlocking innovative capabilities that drive customer engagement, operational excellence, and margin improvement across all business segments.
Amazon.com has an expected revenue and earnings growth rate of 15.3% and 23.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.1% over the last 30 days.
Alphabet Inc.Alphabet is significantly emphasizing its AI capabilities to boost its search engine advertising business and cloud computing business. Management attributed the acceleration to strong performance across Google Cloud Platform, enterprise AI solutions, enterprise AI infrastructure and core services such as cybersecurity and data analytics.
Alphabet continues to benefit from investments in infrastructure, security, data management and analytics and a growing global footprint of cloud regions and availability zones. The company also plans to begin delivering tensor processing units (TPUs) to select customers in their own data centers, with most related revenues expected in 2027, which expands the addressable market over time.
Google Cloud’s differentiated full-stack AI approach strengthens Alphabet’s competitive positioning. The company integrates its own infrastructure (TPUs and GPUs), proprietary AI models (Gemini), and data platforms (like BigQuery) into a unified offering.
This vertical integration enhances performance, lowers costs and creates higher switching barriers for enterprise customers. As a result, Alphabet is winning larger deals, accelerating customer acquisition, and deepening relationships, all of which reinforce long-term growth potential.
Alphabet has an expected revenue and earnings growth rate of 723.5% and 32.5%, respectively, for the current year. The Zacks Consensus Estimate for current year’s earnings has improved 0.1% over the last 30 days.
Cisco Systems Inc.Cisco Systems has been benefiting from strong product orders from hyperscalers, enterprises, service providers, the public sector and cloud customers. In the last reported quarter, CSCO generated record-high revenues primarily attributable to its networking portfolio, powered by Silicon One, AI-native security solutions and operating systems.
CSCO expects total AI infrastructure orders to reach $9 billion in fiscal 2026, an increase of 4.5X from fiscal 2025. Overall product orders grew by a sizable 35% year over year in the third quarter. Of this, data center switching orders grew 40% from the year-ago period, supported by massive AI-powered data center buildout.
Cisco has decided to retrench 4,000 manpower as part of a sweeping restructuring effort. Management said that this restructuring has been guided to give more emphasis to areas such as AI networking infrastructure, network security, silicon and optics.
Cisco Systems has an expected revenue and earnings growth rate of 7.6% and 11.6%, respectively, for the next year (ending July 2027). The Zacks Consensus Estimate for next year’s earnings has improved 2.6% over the last 60 days.
Cloudflare Inc.Cloudflare is benefiting from the demand for integrated security, networking and developer services as enterprises modernize and AI reshapes internet traffic. NET’s AI-focused networking and cybersecurity offerings are gaining traction as more workloads shift toward edge architectures.
NET noted that it added 1 million developers in the first quarter of 2026, and highlighted customer interest in controlling and monetizing AI bot and agent traffic. This expands the opportunity for the Workers platform and related products as customers build real-time applications closer to end users. NET also noted that AI and agents are becoming a larger share of how software is built and consumed, supporting longer-term platform demand.
Cloudflare has an expected revenue and earnings growth rate of 29.7% and 29%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.8% over the last 30 days.
Palantir Technologies Inc.Palantir Technologies’ AI strategy is comprehensive, combining its proprietary Foundry and Gotham platforms with a solid plan to promote AI adoption across both government and commercial sectors.
PLTR’s AI Platform is the backbone of these capabilities, enabling organizations to process large datasets and derive real-time insights. This is especially valuable in sectors requiring extensive data integration, such as defense, healthcare, finance and intelligence, where operational efficiency and decision-making speed are critical.
In the government sector, Palantir is aligning its AI strategy with U.S. defense priorities. Its work in high-profile initiatives, such as the Department of Defense’s Open DAGIR project, highlights its ability to modernize military operations through AI-driven solutions where data interoperability and real-time decision-making capabilities are imperative. These capabilities solidify PLTR’s position as a key player in the defense sector.
In the commercial space, Palantir’s AIP boot camps — providing hands-on experience to over 1,000 companies — have proven instrumental in customer acquisition. Boot camps showcase the platform’s capabilities and demonstrate its adaptability across logistics, manufacturing, and supply-chain management. PLTR’s core customer base comprises businesses seeking tailored AI/ML services, particularly large government and corporate clients willing to invest heavily in its systems.
Palantir has an expected revenue and earnings growth rate of 71.9% and 97.3%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.7% over the last seven days.
NEW YORK, July 10, 2026 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of Lucid Group, Inc. (NASDAQ: LCID).
Shareholders who purchased shares of LCID during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery.
ALLEGATIONS: The complaint alleges that during the class period, Defendants issued materially false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results; (iii) accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (iv) as a result, defendants’ public statements were materially false and misleading at all relevant times.
DEADLINE: July 28, 2026 Shareholders should not delay in registering for this class action. Register your information here: https://securitiesclasslaw.com/securities/lucid-group-inc-loss-submission-form-2/?id=192865&from=3
NEXT STEPS FOR SHAREHOLDERS: Once you register as a shareholder who purchased shares of LCID during the timeframe listed above, you will be enrolled in a portfolio monitoring software to provide you with status updates throughout the lifecycle of the case. The deadline to seek to be a lead plaintiff is July 28, 2026. There is no cost or obligation to you to participate in this case.
WHY GROSS LAW FIRM? The Gross Law Firm is a nationally recognized class action law firm, and our mission is to protect the rights of all investors who have suffered as a result of deceit, fraud, and illegal business practices. The Gross Law Firm is committed to ensuring that companies adhere to responsible business practices and engage in good corporate citizenship. The firm seeks recovery on behalf of investors who incurred losses when false and/or misleading statements or the omission of material information by a company lead to artificial inflation of the company's stock. Attorney advertising. Prior results do not guarantee similar outcomes.
CONTACT:
The Gross Law Firm
15 West 38th Street, 12th floor
New York, NY, 10018
Email: [email protected]
Phone: (646) 453-8903
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Lucid Group To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Lucid Group between February 25, 2026 and April 13, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
New York, New York--(Newsfile Corp. - July 10, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Lucid Group, Inc. ("Lucid Group" or the "Company") (NASDAQ: LCID) and reminds investors of the July 28, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants' public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Lucid Group's conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Lucid Group class action, go to www.faruqilaw.com/LCID or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
Follow us for updates on LinkedIn, on X, or on Facebook.
Frequently Asked Questions (FAQ) for Investors Regarding the Lucid Group, Inc. Securities Class Action Lawsuit:
What is the Lucid Group securities fraud lawsuit about?
The Lucid Group securities fraud lawsuit is a federal securities class action alleging that Lucid Group, Inc. (NASDAQ: LCID) and its executives made false and misleading statements to investors by concealing that a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity SUV and overstating the Company's manufacturing and delivery capabilities. As the truth emerged through a series of disclosures — including an April 3, 2026 announcement that only 3,093 vehicles were delivered in Q1 2026 due to a 29-day delivery disruption caused by a supplier seat defect, an April 14, 2026 filing revealing Q1 revenue of just $280-$284 million against a consensus estimate of $433.8 million and a $1.05 billion capital raise, and a May 5, 2026 earnings report showing a net loss of over $1 billion and GAAP EPS of -$3.46 — LCID's stock price fell sharply across multiple trading sessions, causing significant losses for investors.
Who may be eligible to participate in the Lucid Group class action lawsuit?
Investors who purchased or acquired Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the Lucid Group securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former Lucid Group employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the Lucid Group lawsuit?
A lead plaintiff in the Lucid Group class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any Lucid Group investor who purchased LCID stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 28, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased Lucid Group stock during the Class Period?
Investors who purchased Lucid Group, Inc. (LCID) stock between February 25, 2026 and April 13, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the Lucid Group securities class action is July 28, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/LCID for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304607
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - July 10, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Lucid Group, Inc. ("Lucid" or the "Company") (NASDAQ: LCID) on behalf of investors that purchased or otherwise acquired Lucid Group securities between February 25, 2026 and April 13, 2026 (the "Class Period").
CLICK HERE TO JOIN THE CASE
If you are an investor in Lucid 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 July 28, 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 Friday April 3, 2026, at the close of the market, Lucid issued in a press release stating that the Company "produced 5,500 vehicles" during the first quarter of 2026, while only "deliver[ing] 3,093 vehicles." The press release further stated that "[d]uring the quarter, deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats" and, "[a]s result of this, the [C]ompany's ability to meet customer demand was impacted." That same day, Reuters published an article entitled "Lucid misses first-quarter vehicle delivery estimates on supplier disruptions." According to the article Chief Executive Officer Marc Winterhoff, said "[d]eliveries were particularly hit in February" when the Company "paused to reverse the change and inspect vehicles already produced."
In the first two trading sessions following the news, the price of Lucid shares declined by $1.13 per share, or 11.35%, to close at $8.83 per share on April 7, 2026.
Then, on April 14, 2026, Lucid announced preliminary first quarter 2026 financial results, including revenue in the range of $280 million to $284 million, well below the consensus estimate of $433.8 million according to the complaint, and loss from operations in the range of $985 million to $1.005 billion.
Following this news, the price of Lucid stock fell $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.
The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that: (i) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (ii) the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; (iii) accordingly, the Defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (iv) as a result, Defendants' public statements were materially false and misleading at all relevant times.
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.
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 10, 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/304600
Source: Faruqi & Faruqi LLP
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
