Original source text
PepsiCo CEO Ramon Laguarta discusses efforts to grow the company faster in the U.S. and consumer prices on 'The Claman Countdown.' #fox #media #breakingnews #us #usa #new #news #breaking #foxbusiness #theclamancountdown #pepsico #ramonlaguarta #business #economy #consumer #prices #inflation #growth #market #stocks #investing #retail #food #beverages #company #corporate #finance #manufacturing Live financial news intelligence
Track market-moving stories before they get noisy
Real-time pulse of financial headlines curated from 5 premium feeds.
Latest market signal
English
Cryptocurrencies
BTC
5,328
ETH
3,701
XRP
2,212
SOL
2,127
USDC
1,221
HYPE
1,100
Commodities
GOLD
304
SILVER
163
OIL
70
PLATINUM
8
PALLADIUM
3
COPPER
2
- FMP Stock News 57s ago
- FMP Forex News 1m ago
- CoinGecko News 1m ago
- FIO Stock News 57s ago
- Patria Stock News 57s ago
- Editorial rewrite 57s ago
- Asset sync 57s ago
Latest coverage
Market News Feed
Scan headlines quickly, then expand any story for source context.
| Details | Date | Content | Source |
|---|---|---|---|
|
Saved
2026-07-09 21:15
30d ago
Published
2026-07-09 16:30
30d ago
|
PepsiCo CEO: This will accelerate our growth in the US | FMP Stock News | |
|
|
|||
|
Saved
2026-07-09 21:14
30d ago
Published
2026-07-09 14:00
1mo ago
|
American Express Breaks Ground on New Headquarters at 2 World Trade Center | FMP Stock News | |
|
Original source text
American Express today hosted a groundbreaking ceremony for its new global headquarters at 2 World Trade Center in Lower Manhattan. To celebrate the milestone, |
|||
|
Saved
2026-07-09 21:13
30d ago
Published
2026-07-09 17:00
30d ago
|
3 Investment Ideas With Room to Run | FMP Stock News | |
|
Original source text
Luke Lango highlights AI’s toll roads… Brian Hunt flags Brazil’s overlooked AI angle… Louis Navellier’s refiner play amid Mideast turmoil… As I write on Thursday morning, the biggest headline is that President Trump says Iran called “a little while ago” wanting to make a deal “so badly” – just hours after a second night of U.S. strikes.But there are plenty of other stories… South Korean memory-chip maker SK Hynix – one of the world’s most recently minted trillion-dollar companies – is preparing for its $28 billion American IPO tomorrow. Demand is running roughly seven times the available shares, a loud signal for the AI memory trade. Meanwhile, on the economic front, this morning’s initial jobless claims came in at a seasonally adjusted 215,000, beating forecasts and down from the prior week. It’s another sign the labor market is holding steady – and a data point that Fed Chair Kevin Warsh will factor in. We could spend this Digest chasing any one of those threads. Instead, we’re letting them take a backseat for a different purpose… Putting some money in your pocket. Today, let’s look at three investment ideas – straight from three of our sharpest analysts. The first is a straightforward AI play from Luke Lango – built for when the AI trade’s current multiweek drawdown eventually gives way to its next leg higher. The second is a more conservative way to ride that same AI wave, courtesy of Brian Hunt – and it comes from a corner of the market most investors aren’t watching. And the third is for AI-weary investors who just need a break from all-things-tech and its recent volatility. It’s a trade from legendary investor Louis Navellier, built around one of the more overlooked side effects of the conflict in the Middle East. Let’s get into it. Luke Lango: “AI just joined the payroll” Luke, our tech and innovation expert and editor of Innovation Investor, is flagging a shift he thinks most investors are underestimating. AI is turning from a tool people use into labor companies deploy. This is the shift to “agentic” AI that we’ve been tracking here in the Digest for months. To illustrate, Luke highlights Kalshi, the prediction-market platform. It has an internal AI agent named “Harrison” doing work that looks like analyst labor – tracking news, monitoring competitors, drafting contract language, and helping resolve markets. Tying into the investment opportunities, here’s Luke to explain why that matters for the compute build-out: An AI agent is different. Give it an objective, and it goes to work — planning, executing, checking its own output, calling tools, querying databases, revising, and iterating until the task is complete. That continuous loop consumes inference compute on a vastly larger scale. This reference to “inference compute” is where we find opportunity. Luke points to estimates from Gartner that agentic AI workflows consume 5X to 30X more tokens per task than single-shot generative AI queries. Meanwhile, Goldman Sachs projects that monthly token counts for agentic AI could reach roughly 120 quadrillion by 2030. Luke’s takeaway for investors: Follow the compute, and you’ll find the trade. It doesn’t matter which app wins, which enterprise deploys the most agents, or which model — GPT, Claude, Gemini, Llama — powers them. What matters is that every agent is sending traffic through the same physical infrastructure stack. And that stack is finite, expensive to build, and currently being stretched to its limits. Each layer collects a different kind of toll. Luke breaks the “toll roads” into several categories – accelerators like Nvidia (NVDA), networking and custom silicon such as Credo (CRDO), memory like SanDisk (SNDK), servers and power such as Dell (DELL), optical connectivity like Coherent (COHR), and storage. For our purpose today, I’ll highlight one of Luke’s “storage” stocks: Everpure (P). AI agents need fast retrieval from massive datasets, and Luke says storage is where that need shows up first. Here he is with more: Everpure in particular has been gaining strength beneath the surface. In Q1 of FY2027, product revenue surged 55%, while subscription services accounted for 45% of total revenue. Operating profit jumped over 90% year-over-year to $159 million. His broader point is that as agentic workloads scale, storage isn’t a side character in the AI story; it’s a structural beneficiary. It quietly compounds while the market’s attention stays fixed on chips. Luke’s closing thought is interesting. While we’ve written many Digests about the economic incentive for companies to shift from a human workforce to an agentic workforce to benefit from lower labor costs, Luke spots a parallel: Once AI joins the payroll, compute becomes the new labor cost. The companies supplying the accelerators, networking, memory, servers, storage, power, cooling, and connectivity behind that shift are not side bets on AI. They are the trade. It’ll be interesting to watch how pricy this new compute “labor cost” becomes – and how that shapes the agentic AI trade. In the meantime, for the specific AI stocks that Luke officially recommends in Innovation Investor, click here to learn more. Brian Hunt: Brazil is the AI trade nobody’s talking about Following Luke’s look at the infrastructure layer behind AI agents, our next opportunity comes from Brian, editor of the free daily newsletter Money & Megatrends – and it takes the AI infrastructure story somewhere unexpected… Brazil. In Tuesday’s issue of Money & Megatrends, Brian argues the iShares MSCI Brazil ETF (EWZ) is set up to keep climbing, and that AI’s global infrastructure boom is part of the reason why. Brazil, he notes, is a commodity superpower – and commodities are the backbone of the AI buildout that most investors overlook. Here he is to explain: Brazil is a beneficiary of the historic AI infrastructure spending boom… Brazil’s huge network of rivers also makes it a giant producer of hydroelectric power. This makes it an attractive destination for power-hungry AI data centers. Brazil also has large reserves of rare earth elements. Demand for these raw materials is soaring thanks to growing demand in AI infrastructure, robotics, and defense tech. Brian’s been tracking the price action for months. He first flagged Brazilian stocks back in September, and here’s how that call played out: Soon after my September note, Brazilian stocks – in the form of the iShares Brazil ETF (EWZ) – surged 38% in less than seven months. It then experienced a natural, healthy bull market correction from mid-April to mid-June. Now, he says, that correction is over as EWZ looks poised to continue its uptrend. It’s a reminder that the AI trade isn’t confined to chips and data centers. Somewhere down the supply chain, it runs through rare earths, hydropower, and the raw materials that make the whole buildout physically possible – and Brian thinks Brazil sits right in the middle of that chain. If you like EWZ, Brian writes Money & Megatrends every day the market is open, highlighting these kinds of opportunities before they become front-page news – and it’s 100% free. His issues are loaded with trend analysis, actionable advice, and loads of specific tickers. You can sign up right here. Louis Navellier: A trade that has nothing to do with AI To round out today’s lineup, let’s turn to Louis, editor of Growth Investor. Two weeks ago, he recommended a trade that’s aging quite well – U.S. oil refiners. Louis made this call while the ceasefire was still holding. Now that it’s collapsing, the shortages and refining-margin tailwind he flagged look even more likely to persist. Backing up, volatile crude prices usually squeeze energy companies from both directions… Rising crude hits refiners’ feedstock costs – the price they pay for the crude oil they’re about to turn into diesel and jet fuel – before they can pass the increase along. Falling crude does the opposite damage – it marks down the value of the crude oil they’re already holding in storage and pipelines. But right now, refiners are catching a powerful offset: some of the strongest refining margins in years. Here’s Louis to explain why: The conflict in the Middle East has created shortages and increased demand for U.S. energy products. That has pushed refiners to ramp up production of diesel, jet fuel and other petroleum products – and helped drive some of the strongest refining margins in years. The numbers back him up. In the first quarter, the industry benchmark 3-2-1 crack spread – essentially a snapshot of refiner profitability – jumped 73% on average. One of the companies riding that tailwind – Louis’ pick – is Phillips 66 (PSX), a diversified energy giant that touches nearly every part of the fuel supply chain. It boasts 12 U.S. refineries, more than 70,000 miles of pipeline, thousands of branded and joint-venture fuel outlets, and a growing renewable fuels business. That diversification showed up directly in the company’s first-quarter results. Louis highlights how Phillips 66 posted adjusted earnings of $200 million, or $0.49 per share – crushing Wall Street’s estimate for a loss of $0.39 per share. Analysts have since revised their consensus estimate 60% higher over the past three months, and they now expect second-quarter earnings to soar 179% year-over-year, to $6.64 per share, compared with $2.38 per share in the same quarter a year ago. Now, Louis made this recommendation on June 26, and his Growth Investor subscribers are already up 11%. That’s pushed PSX above his buy-up-to price of $180 – the stock trades around $189 as I write. But keep watching here. Any genuine de-escalation in the Middle East would likely ease the shortages driving refining margins higher, which could pull PSX back down – potentially back into Louis’ buy range. Either way, PSX is a reminder that AI isn’t the only game in town right now. Sometimes the more interesting opportunity is old-fashioned energy infrastructure, catching a tailwind from an entirely different story. If you want more from Louis, he’s got his eyes on July 23 – exactly two weeks from today – when Q2 earnings kick in. In his latest presentation, he dives into what his Precursor Intelligence system – or P.I. for short – is digging up right now. Louis designed it to help him identify where institutional money moves next, before the rest of Wall Street catches on. That’s the lens through which he’ll be positioning himself for Q2 earnings. You can get more details right here – as well as several stocks his system says could be next in line as institutional money makes its next move. Wrapping up No big headline analysis today – just three ideas to consider from some of our sharpest analysts… An AI infrastructure trade built for the rebound, A conservative AI angle running through Brazil, And an energy play riding a tailwind that has nothing to do with AI at all. Given our analysts’ respective track records, each is worth a good look if you’re thinking about putting money to work today. Have a good evening, Jeff Remsburg (Disclaimer: I own COHR) |
|||
|
Saved
2026-07-09 21:11
30d ago
Published
2026-07-09 17:00
30d ago
|
Fastly to Announce Second Quarter 2026 Financial Results | FMP Stock News | |
|
Original source text
SAN FRANCISCO--(BUSINESS WIRE)--Fastly, Inc. (NASDAQ: FSLY), a leader in global edge cloud platforms, will release financial results for the second quarter of 2026 after market close on Wednesday, August 5, 2026. Fastly will host an investor conference call that day to discuss its results at 1:30 p.m. PT / 4:30 p.m. ET. To access the conference call, please pre-register and dial-in using this link at least 15 minutes prior to the 1:30 p.m. PT start time. Registrants will receive an email confir. |
|||
|
Saved
2026-07-09 21:10
30d ago
Published
2026-07-09 16:15
1mo ago
|
MetLife to Announce Second Quarter 2026 Results | FMP Stock News | |
|
Original source text
NEW YORK--(BUSINESS WIRE)--MetLife, Inc. (NYSE: MET) will release its second quarter 2026 financial results on Wednesday, August 5, 2026, after the market closes. The earnings news release, financial supplement and related materials will be posted on MetLife's Investor Relations webpage at investor.metlife.com. MetLife will hold its second quarter 2026 earnings conference call on Thursday, August 6, 2026, from 9-10 a.m. (ET) via a live webcast. Please click on the following link to register: ht. |
|||
|
Saved
2026-07-09 21:10
30d ago
Published
2026-07-09 16:15
1mo ago
|
BD to Announce Financial Results for its Third Quarter of Fiscal 2026 | FMP Stock News | |
|
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- BD (Becton, Dickinson and Company) (NYSE: BDX), a leading global medical technology company, today announced that BD management will host an audio webcast at 8 a.m. ET on Thursday, August 6, 2026 to discuss the Company's financial results for its third quarter of fiscal year 2026, which ended on June 30, 2026, and to provide an update on its operations and strategy. The audio webcast can be accessed at BD's investor relations website at www.bd.com/investors, and a replay will be made available shortly after the call at the same website. Prior to the call, the Company will issue a news release and related presentation materials that will include summary financial information for the quarter. The news release and related presentation materials will be made available at www.bd.com/investors.About BD BD is one of the world's largest pure-play medical technology companies with a Purpose of advancing the world of health™ by driving innovation across medical essentials, connected care, biopharma systems and interventional. The company supports those on the frontlines of healthcare by developing transformative technologies, services and solutions that optimize clinical operations and improve care for patients. Operating across the globe, with more than 60,000 employees, BD delivers billions of products annually that have a positive impact on global healthcare. By working in close collaboration with customers, BD can help enhance outcomes, lower costs, increase clinical efficiency, improve safety and expand access to healthcare. For more information on BD, please visit bd.com or connect with us on LinkedIn at www.linkedin.com/company/bd1/, X @BDandCo or Instagram @becton_dickinson. SOURCE BD (Becton, Dickinson and Company) Also from this source |
|||
|
Saved
2026-07-09 21:09
30d ago
Published
2026-07-09 15:32
1mo ago
|
Costco shares fall after June sales update, Bank of America remains bullish | FMP Stock News | |
|
Original source text
Costco Wholesale Corporation (NASDAQ:COST, XETRA:CTO) shares fell about 4% to $913 on Wednesday after the warehouse retailer reported a moderation in June comparable sales growth, though Bank of America analysts maintained their ‘Buy’ rating, arguing the company's value-focused strategy and affluent customer base should continue to support market share gains.For the five weeks ended July 5, total sales rose 10.6%, while US comparable sales excluding gasoline increased 7.6%. Bank of America noted the result represented a slowdown on both a one-year and two-year stacked basis following a stronger May. The analysts wrote that Costco's "philosophy of leading with value and its weighting towards a higher income consumer gives us confidence share gains across categories will continue." Non-food comparable sales increased by a mid- to high-single-digit percentage, driven by jewelry, home furnishings and major appliances. Management also highlighted higher prices in consumer electronics and appliances due to inflation in memory chip prices. Fresh food comparable sales rose by a mid-single-digit percentage, supported by bakery and meat, while food and sundries posted low- to mid-single-digit growth led by food, candy and frozen products. Overall inflation remained in the low- to mid-single-digit range, with food inflation at the lower end due to egg price deflation and non-food inflation at the higher end because of rising memory prices. Customer traffic increased 3.2% during the month, easing from 3.9% in May, while average ticket growth excluding gasoline and foreign exchange was 3.7%, compared with 4% in the prior month. Bank of America also noted Costco is now lapping the rollout of extended shopping hours introduced last July for executive members and later for all members. Management previously estimated the additional hours contributed roughly one percentage point to weekly US sales following their introduction. Elsewhere, ancillary sales growth slowed as gasoline prices eased, while comparable sales growth moderated in Canada and other international markets. Digital comparable sales remained strong, rising 21.5% in June and improving sequentially from the previous month. The analysts also noted Costco shifted its member appreciation days to coincide with Amazon's Prime Day and other competing promotional events. |
|||
|
Saved
2026-07-09 21:09
30d ago
Published
2026-07-09 16:20
30d ago
|
Why Did Costco Stock Fall Today? Because It Had ‘Little Room for Error' | FMP Stock News | |
|
Original source text
Costco fell victim to its own excellence. |
|||
|
Saved
2026-07-09 21:08
30d ago
Published
2026-07-09 16:03
1mo ago
|
Airbnb to Announce Second Quarter 2026 Results | FMP Stock News | |
|
Original source text
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Airbnb, Inc. (NASDAQ: ABNB) today announced that the company's second quarter 2026 financial results will be released after market close on August 6, 2026. The company's shareholder letter will be made available on the Airbnb Investor Relations website at https://investors.airbnb.com.Airbnb will host an audio webcast to discuss its results at 2:00 p.m. PT / 5:00 p.m. ET the same day. The link to the webcast will be made available on the Investor Relations website at https://investors.airbnb.com. Interested parties can register for the call in advance by visiting https://registrations.events/direct/Q4I66365784. After registering, instructions will be shared on how to join the call. About Airbnb Airbnb was born in 2007 when two hosts welcomed three guests to their San Francisco home, and has since grown to over 5.5 million hosts who have welcomed over 2.5 billion guest arrivals in almost every country across the globe. Every day, hosts offer unique stays, experiences, and services that make it possible for guests to connect with communities in a more authentic way. SOURCE Airbnb, Inc. Also from this source |
|||
|
Saved
2026-07-09 21:08
30d ago
Published
2026-07-09 15:00
1mo ago
|
$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--NCSM, GBTG, LEG, and LPSN | FMP Stock News | |
|
Original source text
$HAREHOLDER ALERT: The M&A Class Action Firm Launches Legal Inquiry for the Merger--NCSM, GBTG, LEG, and LPSN PR Newswire |
|||
|
Saved
2026-07-09 21:07
30d ago
Published
2026-07-09 14:17
1mo ago
|
Here's How Much More Upside Is Left in Palantir Stock, According to Wall Street Analysts | FMP Stock News | |
|
Original source text
Palantir Technologies (PLTR 2.47%) was a retail investor darling in 2023, 2024, and 2025. The stock soared 2,670% during that period, despite Wall Street analysts suggesting the price was already too high for most of it. But the stock has taken a tumble since the end of 2025, dropping roughly 37% from its November 2025 all-time high amid the broader software-as-a-service (SaaS) stock sell-off.Meanwhile, analysts have begun to take a fresh look at the company as it continues to deliver phenomenal revenue growth and earnings. In fact, despite a recent rally in the stock, the average Wall Street price target is significantly above the current price. Image source: Getty Images. How high can Palantir climb? Palantir continues to defy expectations with its revenue growth and improving profitability. Revenue accelerated once again in the first quarter, with its top-line climbing 85% year over year in the first quarter. It's showing particular strength in its U.S. business, and its backlog of remaining deal value shows strong momentum and a long runway for continue revenue growth. Overall, adjusted operating margin expanded to 60%. Management also raised its full-year guidance along with those earnings results. The software business should continue to produce very strong operating leverage. Its research and development expenses fell to less than 10% of revenue in the first quarter. Meanwhile, the company has taken a strategic approach to sales, letting the software speak for itself for the most part. It has recently turned to boot camps to show companies and their employees how to use Palantir's software to improve operations, a move that has been extremely effective in driving customer acquisition. Palantir seemingly has no equal to compare its software against. The threat of AI labs supplanting existing enterprise software at a lower cost seems even less likely for Palantir than for more basic software solutions. The core of Palantir is its ontology framework, which enables users to find meaningful connections between disparate data sets. The artificial intelligence built into Palantir's platform isn't easily replicated. As a result, Palantir should see high revenue retention rates. Today's Change ( -2.47 %) $ -3.27 Current Price $ 128.95 Execution and growth have never been a problem for Palantir. The biggest concern with the stock has always been its valuation. After the sell-off, the stock trades at 43 times next year's sales expectations and 93 times forward earnings. That's a huge premium over the market. Nonetheless, analysts think it's too cheap. The median price target for Palantir stock on Wall Street is $200 per share. That price is roughly 54% above the stock's current price as of this writing. And if it reaches that price within 12 months, the stock would trade at roughly the same forward P/E as today, based on analysts' estimates. That suggests Wall Street sees a lot more growth to come for the business. While management has produced excellent results over the last few years, there's only so long revenue and earnings can accelerate. When the slowdown arrives, the stock could take a hit. Whether you should buy Palantir today depends on whether you think the company can continue to efficiently attract new customers and expand its market at scale. |
|||
|
Saved
2026-07-09 21:07
30d ago
Published
2026-07-09 14:49
1mo ago
|
Palantir: Implications Of 90x P/E | FMP Stock News | |
|
Original source text
20.77K FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. |
|||
|
Saved
2026-07-09 21:06
30d ago
Published
2026-07-09 15:09
1mo ago
|
Micron's Share Price Dip Presents a Compelling Buying Opportunity | FMP Stock News | |
|
Original source text
Micron (MU +4.55%) has lost more than 20% of its value in less than two weeks amid a broader correction among AI stocks. Most investors have been conditioned to expect these sorts of stocks to keep rising steadily, especially as tech giants continue to ramp up their AI infrastructure spending.The fundamentals of its business suggest Micron's stock rally should continue, so when its price movements defy expectations, it creates buying opportunities for long-term investors. Image source: Getty Images. Micron's combination of valuation and revenue growth is rare Micron may be in a class of its own when it comes to valuation and revenue growth. In its fiscal 2026 third quarter, which ended May 28, the company more than quadrupled its revenue year over year, blowing past its previous guidance. Even its fiscal fourth-quarter guidance was solid, with more than 20% sequential growth expected. Today's Change ( 4.55 %) $ 43.22 Current Price $ 992.02 Yet the stock trades at a P/E ratio of 22, which is lower than the S&P 500's (^GSPC +0.81%) valuation. Meanwhile, few companies in the benchmark index came anywhere close to that kind of revenue growth. The valuation appears even more absurd when looking at Micron's 6.4 forward P/E ratio. That metric reflects expected future growth, making the current dip all the more jarring. The company even hinted in its earnings release a few weeks ago that it is breaking free from the cyclical nature of the memory chip business. "Multiyear Strategic Customer Agreements will significantly enhance the durability and predictability of Micron's strong financial performance," said CEO Sanjay Mehrotra. The fundamentals are strong and strengthening, which makes the recent stock price slide more difficult to justify. It also comes as fellow memory product provider Samsung reported a higher quarterly profit than Apple or Nvidia. Micron is riding that same tailwind and looks poised to expand its market share. Micron's top customers are rushing to spend more on AI infrastructure The string of strong quarters that Micron has put up lately has not been a fluke. They are the result of the company's largest customers ramping up their AI expenditures and competing with each other to gain market share in lucrative opportunities. Amazon recently said it would issue at least $25 billion in corporate bonds to raise funds for its AI infrastructure build-out. Meanwhile, Alphabet completed an $84.75 billion equity raise a little earlier. This spending comes from highly profitable companies that are scaling up their products and services thanks to AI. A meaningful portion of the money raised by their financial moves should flow rapidly into Micron's coffers since AI servers require copious amounts of memory chips. Micron is even well positioned for the expected push into physical AI. Humanoid robots and self-driving vehicles will also need Micron's memory chips. While hyperscalers' big deals get the most attention, Micron also struck a multiyear agreement with Ford Motor Company to supply the memory products for its next-gen vehicles. Deals can branch well beyond tech giants as more industries embrace AI. It all bodes well for Micron despite the recent stock price action. Marc Guberti has positions in Apple. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Micron Technology, and Nvidia. The Motley Fool has a disclosure policy. |
|||
|
Saved
2026-07-09 21:06
30d ago
Published
2026-07-09 16:17
30d ago
|
MUU: Why Micron's Plunge Is A Near-Term Buying Opportunity | FMP Stock News | |
|
Original source text
HomeETFs and Funds AnalysisETF AnalysisSummaryMicron remains a 2026 winner despite a sharp post-earnings plunge, with a bullish outlook on the Direxion Daily MU Bull 2X ETF.MUU targets 200% of MU’s daily performance; I see upside to $950–$1,000 if MU rebounds toward $1,150, contingent on technical momentum.MU’s Q3 delivered 346% YoY revenue growth and record EPS, but technical profit-taking — not fundamentals — drove the recent 30% drawdown.I rate MUU a buy for a short-term rally; leveraged ETF risks and volatility demand small position sizing and active management. JHVEPhoto/iStock Editorial via Getty Images Micron (MU) plunged after a solid fiscal Q3 report issued in June. I outlined a bullish long-term outlook on MU right after the numbers hit the tape, but that idea is not looking good right now. Indeed, the stock plunged nearly 30% peak to 9.46K Followers Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. |
|||
|
Saved
2026-07-09 21:05
30d ago
Published
2026-07-09 15:31
1mo ago
|
Zillow Group, Inc. (Z, ZG) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit | FMP Stock News | |
|
Original source text
, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to Zillow Group, Inc. ("Zillow" or the "Company") (NASDAQ: Z, ZG) have opportunity to lead the securities fraud class action lawsuit.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZILLOW GROUP, INC. (Z, ZG), CLICK HERE BEFORE AUGUST 10, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT. What Is The Lawsuit About? The complaint filed alleges that, between February 11, 2025 and May 7, 2026, Defendants failed to disclose to investors 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' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times. Contact Us To Participate or Learn More: If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us. The Law Offices of Frank R. Cruz, Email us at: [email protected] Call us at: 310-914-5007 Visit our website at: www.frankcruzlaw.com Follow us for updates on Twitter: twitter.com/FRC_LAW. If you inquire by email, please include your mailing address, telephone number, and number of shares purchased. To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. SOURCE The Law Offices of Frank R. Cruz, Los Angeles |
|||
|
Saved
2026-07-09 21:05
30d ago
Published
2026-07-09 16:07
1mo ago
|
Investors flock to Big Tobacco as companies pivot to vapes and pouches — as moral taboo goes up in smoke | FMP Stock News | |
|
Original source text
Wall Street investors are reportedly flooding back into tobacco stocks, erasing years of ethical boycotts as the industry’s aggressive pivot toward smoke-free products blurs old moral lines.For nearly a decade, pension funds and major endowments blacklisted cigarette makers under strict mandates. But that taboo is quickly going up in smoke. Tobacco companies generating massive sales from non-combustible alternatives are “rejoining polite society” and earning premium stock market valuations from returning institutional capital, the Wall Street Journal reported Thursday. Alternative tobacco products have sparked a rethink among investors after nearly a decade of ESG-related concerns. Christopher Sadowski The shift gained fresh momentum when the Food and Drug Administration gave the green light for Philip Morris to market 20 variants of its Zyn nicotine pouches as a less harmful alternative to traditional smoking. The June 30 decision noted a reduced risk of lung cancer, stroke and heart disease for people who use the pouches, which go between one’s gums and cheek but don’t contain tobacco. The move came just weeks after New York Gov. Kathy Hochul signed a new 75% wholesale tax into law on alternative tobacco products — the so-called “Bro Tax.” Still, crossing the FDA’s regulatory moat prompted immediate action from major investment banks. Morgan Stanley recently raised its price target on Philip Morris to $200, highlighting the upcoming rollout of Zyn Ultra. “The developments increase our confidence,” Morgan Stanley analysts wrote in a briefing to clients, adding that they see an increased probability for their $250 bull-case scenario as smoke-free alternatives dominate Philip Morris’ revenue. Bank of America similarly backed the stock, pushing its target to $209 on high-margin smokeless execution. British American Toboacco has also been embarking upon a share buyback program in recent months. REUTERS Philip Morris generates about 41% of its sales from non-combustible products, the Journal noted, adding it now trades at a massive 70% premium over rivals still heavily dependent on sales of old-fashioned smokes. While Philip Morris has captured the premium valuations, rival British American Tobacco, or BATm is executing a sweeping, tech-driven transformation to reclaim market share. The maker of Lucky Strike and Vuse vapes reportedly plans to eliminate 9,000 global jobs — nearly 19% of its workforce — by outsourcing 3,500 roles to Accenture and deploying artificial intelligence to automate back-office operations. The workforce cuts aim to harvest $800 million in annual savings by 2028, freeing up capital to aggressively fund BAT’s smokeless product expansion. Wall Street experts are bullish on tobacco stocks, seeing huge growth potential in alternatives to regular cigarettes and AI-related cost savings. LightRocket via Getty Images Barclays analyst Pallav Mittal noted that the “scale of this workforce reduction is unexpected.” Nevertheless, the strategic shift keeps analysts bullish. Experts at Jefferies and UBS recently reiterated buy ratings on BAT, joining a solid majority of Wall Street analysts who rate the stock a strong buy as the firm pushes to double its share of the US oral nicotine market. As combustible cigarette volumes maintain their decades-long decline, the industry’s rapid evolution appears to be permanently redrawing the boundaries of institutional investing. “The FDA authorization for Zyn … is a significant positive,” Morgan Stanley analysts concluded in their recent note upgrading the sector. “It provides a clear regulatory pathway and validates the harm reduction potential increasing our confidence in the company’s ability to drive accelerated smoke-free growth.” |
|||
|
Saved
2026-07-09 21:05
30d ago
Published
2026-07-09 16:21
30d ago
|
Philip Morris International's Earnings Preview: I'm Not Buying | FMP Stock News | |
|
Original source text
HomeDividends AnalysisDividend IdeasConsumer Staples AnalysisSummaryPhilip Morris International Inc. remains a Hold, driven by strong business fundamentals but limited upside due to valuation premium.PM's smoke-free products will soon comprise 50% of business, underpinning long-term growth and differentiation from peers.I expect Q2 2026 to show improved organic growth and EPS growth exceeding 8%, outpacing consensus.Despite operational strength and dividend reliability, PM's ~22x forward P/E limits total return potential to below 10%. tadamichi/iStock via Getty Images After I first covered Philip Morris International Inc. (PM), I bought my first shares in that business. Since that article (I linked it above), PM's stock price has jumped by over 70%. And I'm happy to say 5.16K Followers Analyst’s Disclosure: I/we have a beneficial long position in the shares of PM, MO 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. The information, opinions, and thoughts included in this article do not constitute an investment recommendation or any form of investment advice. 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. |
|||
|
Saved
2026-07-09 21:05
30d ago
Published
2026-07-09 16:06
1mo ago
|
TSMC's Second Quarter Will Test Whether The AI Buildout Has A Ceiling | FMP Stock News | |
|
Original source text
INDIA - 2023/12/14: In this photo illustration, the Taiwan Semiconductor Manufacturing Co. Ltd (TSMC) logo seen displayed on a mobile phone screen with the AI (artificial intelligence) revolution symbol in the background. (Photo Illustration by Idrees Abbas/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty Images Taiwan Semiconductor Manufacturing Company (NYSE: TSM) reports second-quarter earnings on Thursday, July 16, with its earnings conference scheduled for 2:00 p.m. Taipei time (2:00 a.m. ET). The numbers Wall Street is penciling in tell their own story about how far this AI cycle has already run. Consensus estimates call for revenue near $40 billion, up roughly 32% year-over-year, with earnings per ADR unit expected to rise more than 50% from a year ago. TSMC itself guided to revenue between $39.0 billion and $40.2 billion, with gross margin in a 65.5% to 67.5% range. What makes this print more interesting than a routine beat-and-raise is not the top line. TSMC has cleared elevated bars all year, leading many to name it among the best AI infrastructure plays for 2026. The real question is what management says about the back half of the year, and whether the company is finally catching up to the tsunami of demand it has been chasing for two years. What The Market Wants to HearInvestors will be listening for three things on the call. First, whether TSMC lifts its full-year revenue growth guidance, which currently stands at "above 30%" in dollar terms. Citi and other sell-side shops expect an upward revision given management's April commentary about "extremely robust" AI demand. Second, whether the company raises its 2026 capital budget above the high end of its existing $52 billion to $56 billion range, which would signal even more urgency to add capacity. Third, and most closely watched, is an update on advanced packaging — specifically CoWoS. This technology binds logic chips to high-bandwidth memory and has become the true chokepoint in AI chip production. There is a modest note of caution heading into the print. TSMC's combined April and May revenue grew about 24% year-over-year, short of the roughly 35% growth some investors had penciled in for the quarter, which has introduced some near-term jitters even as the longer-term growth story remains intact. MORE FOR YOU At the Center of AI Infrastructure BuildoutIt is difficult to overstate how central TSMC has become to the infrastructure race now underway among the major cloud platforms. Amazon (NASDAQ: AMZN), Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL) and Meta Platforms (NASDAQ: META) are together on pace to spend about $700 billion on capital expenditure this year, up roughly three-quarters from 2025. The bulk of that money is flowing into AI data centers, custom silicon and the GPUs that TSMC alone has the capacity to manufacture at scale. Nearly every leading AI accelerator — Nvidia's (NASDAQ: NVDA) GPUs, AMD's (NASDAQ: AMD) MI-series chips, and the custom ASICs designed in-house by Google and Amazon — is fabricated on TSMC's advanced nodes and finished in TSMC's packaging lines. That concentration is precisely why TSMC's order book is a telltale gauge of AI infrastructure demand more broadly, arguably more informative than any single hyperscaler's earnings call. The Bottleneck Has Moved from Silicon to PackagingFor most of the last two decades, the constraint in this industry was the ability to shrink transistors. That is no longer true. TSMC's 3-nanometer and 2-nanometer processes are running at high yields. The harder problem now is CoWoS advanced packaging, which stacks logic dies with high-bandwidth memory into the modules that actually ship inside an AI server. Nvidia alone has reportedly secured roughly 60% of TSMC's CoWoS output for 2026, leaving other GPU and ASIC makers to scrap for what remains. Some customers have reportedly turned to Samsung Electronics (KRX: 005930) to supplement capacity TSMC cannot provide. TSMC has responded with one of the more aggressive capacity buildouts in its history, targeting a compound annual growth rate above 80% for CoWoS capacity between 2022 and 2027, adding packaging campuses in Tainan and Chiayi, and planning a packaging hub in Arizona to serve U.S. customers directly. Industry trackers estimate the gap between packaging supply and demand, which ran as wide as 20% earlier this year, could narrow to roughly 10% by the end of 2026 as this new capacity comes online. This means that packaging, not wafer starts, is likely to remain the variable that determines how quickly new AI hardware actually reaches customers through the rest of this year. The Great Semiconductor Onshoring ExperimentThe risks here are less about demand, which by every account remains extraordinary, and more about execution. TSMC's own disclosures flag U.S. export controls, evolving tariff policy, and customer concentration as ongoing risks to monitor. The Arizona expansion, now framed as a $465 billion, eleven-fab program tied to a U.S.-Taiwan tariff framework, has become the highest-profile test case for reshoring chip manufacturing in America at scale. Taiwan's National Development Council has pointed to challenges including water availability in the Arizona desert, visa delays for the Taiwanese engineers rotating through on assignment, and long-term power supply as the practical constraints management is managing in real time. None of these are new problems for U.S. semiconductor manufacturing, but the scale of what TSMC is attempting in Arizona means any one of them could push a fab timeline by quarters or even years. Consumer Device InflationThe other thread worth watching is pricing. TSMC has told major customers, including Apple (NASDAQ: AAPL), Nvidia and Qualcomm (NASDAQ: QCOM), to expect a fourth consecutive year of price increases starting in 2026, with hikes reportedly running 3% to 10% depending on the node and application, and now extending beyond 2-nanometer and 3-nanometer wafers to nodes as mature as 7-nanometer. A 2-nanometer wafer now runs upward of $30,000, more than 50% above the cost of a 3-nanometer wafer, and TSMC has guided to gross margin dilution of 2 to 3 percentage points this year from the 2-nanometer ramp and overseas expansion, even as pricing offsets much of that pressure. For now, TSMC's biggest AI customers appear able to absorb these increases. Nvidia's margins remain wide enough to pass costs through, and demand for accelerators has shown little price sensitivity. But further downstream, the picture is different. Smartphone and PC chipmakers operating on thinner margins are expected to pass a meaningful share of these increases on to consumers, which is one reason, along with surging prices for memory, analysts expect flagship device prices to tick higher starting later this year. It is a useful reminder that the AI capital cycle, for all its abstraction on a spreadsheet, is already showing up in the price of an iPhone or a laptop. Managing High-Quality ProblemsWherever Q2 results land, TSMC is for the moment sitting in the catbird seat during the biggest capex cycle of this century. They operate at the technological frontier of semiconductor fabrication worldwide. They work with the most desirable customers, and those customers fight to get allocations of their capacity. More significantly, they have built a “trust moat” based on years of meeting commitments, engineering excellence, and protecting customer IP that sets them apart from their closest competitors, Samsung Foundry and Intel. The challenges TSMC faces reflect the ordinary friction of building enormous capacity and talent at record speed, and they are better positioned than anyone to manage them. Their CEO C.C. Wei has burnished his credibility through a combination of bullish capital commitments to expansion, made after months of channel checks with major customers, and frank discussions about the risk of industry overcapacity. For this reason, analysts will be hanging on his every word to divine how long the AI Supercycle is likely to persist. |
|||
|
Saved
2026-07-09 21:04
30d ago
Published
2026-07-09 15:20
1mo ago
|
PPA vs ARKX Aerospace ETF Showdown: Which ETF Is the High Flier for 2026? | FMP Stock News | |
|
Original source text
Investors choosing between Invesco Aerospace & Defense ETF (PPA 0.34%) and ARK Space & Defense Innovation ETF (ARKX +0.05%) may weigh the lower costs of PPA against the more aggressive, technology-focused strategy of ARKX.Both funds target the final frontier, but they take different trajectories. Invesco Aerospace & Defense ETF tracks a concentrated index of domestic aerospace and defense companies, providing exposure to traditional military contractors. In contrast, ARK Space & Defense Innovation ETF is an actively managed fund that casts a wider, more speculative net across orbital and suborbital technologies. Snapshot (cost & size)MetricARKXPPAIssuerARKInvescoShare price$32.30 (as of 2026-07-08)$175.51 (as of 2026-07-08)Expense ratio0.75%0.58%1-yr return (as of 2026-07-08)33.7%24.6%Dividend yieldNone0.4%Beta1.410.74AUM$1.1B$8.6BBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. ARK Space & Defense Innovation ETF charges 0.75%, making it the more expensive option compared to the 0.58% fee for Invesco Aerospace & Defense ETF. These costs represent the annual management fees deducted from fund performance to cover administrative and oversight expenses. Performance & risk comparisonMetricARKXPPAMax drawdown (4 yr)(25.6%)(15.4%)Growth of $1,000 over 4 years (total return)$2,337$2,557What's insideThe Invesco Aerospace & Defense ETF is an industrials-heavy portfolio with approximately 90% of assets concentrated in that sector. Its largest positions include GE Aerospace (GE +0.84%)at 7.3%, RTX Corp (RTX +0.15%) at 7.2%, and Boeing Co. (BA 0.82%) at 7.1%. It holds 62 different securities and was launched in 2005. It focuses on companies systematically important to U.S. national security and government space operations, favoring established firms with significant defense contracts. The ARK Space & Defense Innovation ETF leans more toward the technology sector, which accounts for 24% of its weight, although industrials still represent 59% of the portfolio. Its top holdings include Space Exploration Technologies (SPCX +2.60%) at 8.8%, L3Harris Technologies (LHX 1.38%) at 6.5%, and Rocket Lab Corp at 6.4%. It holds 45 securities and was launched in 2021. It seeks long-term capital appreciation by investing in companies leading orbital and suborbital space innovation, including firms that use satellite technology for terrestrial applications such as precision agriculture. Which fund is the better buy?While these ETFs cover the same sector, they differ significantly from one another. The key difference between the Invesco Aerospace & Defense ETF — PPA — and the ARK Space & Defense Innovation ETF — ARKX — is that PPA is a passively managed ETF meant to reflect an index, the SPADE Defense Index, while ARKX is actively managed, meaning a person or team is making decisions to shift assets among its investment landscape. Indeed, the weightings of ARKX’s top 10 holdings change frequently, such as the addition of SpaceX since its IPO on June 12. The active hand is paying off. The year-to-date return of ARKX is about 11.5%, with a 33.7% one-year return. PPA has performed decently, with year-to-date and 1-year returns of 12.2% and 24.6%, respectively. Longer-term PPA has respectable 5-year and 10-year returns of 19.4% and 17.8%, respectively. ARKX has a 10.2% 5-year return (and no 10-year return given its age). The long-term results of PPA are a strong argument for that fund. But If you trust that the active managers who have posted a good 1-year return are acting on skill and insight, then the ARK Space & Defense Innovation ETF is the better choice. For more guidance on ETF investing, check out the full guide at this link. Brendan Coffey has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing, Deere & Company , GE Aerospace, L3Harris Technologies, and RTX. The Motley Fool has a disclosure policy. |
|||
|
Saved
2026-07-09 21:02
30d ago
Published
2026-07-09 15:00
1mo ago
|
General Dynamics to Webcast 2026 Second-Quarter Financial Results Conference Call | FMP Stock News | |
|
Original source text
General Dynamics to Webcast 2026 Second-Quarter Financial Results Conference Call PR Newswire RESTON, Va., July |
|||
|
Saved
2026-07-09 21:01
30d ago
Published
2026-07-09 16:29
30d ago
|
Coinbase's top attorney who has led crypto's Washington fight to step down | FMP Stock News | |
|
Original source text
The Coinbase logo on a smartphone screen in this illustration taken November 3, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tabCompaniesWASHINGTON, July 9 (Reuters) - Coinbase (COIN.O), opens new tab's Chief Legal Officer Paul Grewal is stepping down after six years at the U.S. crypto giant where he fought off a landmark suit brought by the U.S. securities regulator and played an instrumental role in the crypto industry's Washington campaign to secure industry-friendly policies. Grewal will step down effective immediately, with Molly Abraham, Coinbase's vice president of legal, moving into his role with the title of general counsel, the company told Reuters. Coinbase is also naming Ryan VanGrack, who is currently vice president of legal, as the company's first vice chair and head of corporate affairs, Coinbase said. The Reuters Daily Briefing newsletter provides all the news you need to start your day. Sign up here. Grewal first posted news of his departure on X. Grewal's time at Coinbase was partly defined by a years-long legal battle with the Securities and Exchange Commission, which sued Coinbase in 2023 alleging the company had flouted its rules by facilitating trading in crypto tokens that it said should have registered as securities with the watchdog. Legal experts saw the case as existential for Coinbase and the broader crypto industry, which had long sought to avoid costly SEC oversight. The agency under U.S. President Donald Trump, who courted crypto money on the campaign trail, dismissed the case last year, a massive win for Grewal, Coinbase and the industry. Coinbase has been a top advocate for the crypto industry as it has sought policy changes in Washington to put it on a solid legal footing, with Grewal at the forefront of those efforts. Most recently, he had also been involved in deliberations on highly anticipated legislation -- dubbed the Clarity Act -- that would create federal rules for cryptocurrencies. The bill had been bogged down for months by a dispute between crypto companies and banks, but advanced out of a key Senate committee in May. "After helping to take the company public, fighting the SEC and winning, moving us from Delaware to Texas, working to get GENIUS and soon CLARITY passed into law, and so much more – now is my time for new adventures," Grewal said in a post on X. In his new role, VanGrack, who will be second-in-command to CEO Brian Armstrong, will step into a "broader corporate and public-facing role" representing Coinbase before "key stakeholders and policymakers around the world," he said in an interview. The company needs to focus "on steps that unlock products, expand jurisdictions, and enhance our relationships with governments and partners around the world," VanGrack added. The shift comes as Coinbase looks to become an "everything exchange" by expanding beyond crypto, including into stock trading, prediction markets and artificial intelligence-powered investment tools. “What I'm so excited about in this next chapter is this is all about building our products... because of the path that [Grewal] cleared," said Abraham in an interview. Reporting by Hannah Lang; editing by Michelle Price Our Standards: The Thomson Reuters Trust Principles., opens new tab Hannah Lang covers financial technology and cryptocurrency, including the businesses that drive the industry and policy developments that govern the sector. Hannah previously worked at American Banker where she covered bank regulation and the Federal Reserve. She graduated from the University of Maryland, College Park and lives in Washington, DC. |
|||
|
Saved
2026-07-09 21:00
30d ago
Published
2026-07-09 16:10
1mo ago
|
Snap Inc. Announces Date of Second Quarter 2026 Results Conference Call | FMP Stock News | |
|
Original source text
SANTA MONICA, Calif.--(BUSINESS WIRE)--Snap Inc. (NYSE: SNAP) will hold its quarterly conference call to discuss second quarter 2026 financial results on Monday, August 3, 2026 at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time).A live webcast and replay of the conference call will be accessible on Snap Inc.'s Investor Relations website for at least 90 days at: http://investor.snap.com.About Snap Inc.Snap Inc. is a technology company. We believe the camera presents the greatest opportunity to imp. |
|||
|
Saved
2026-07-09 20:59
30d ago
Published
2026-07-09 15:00
1mo ago
|
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TBPH, IRDM, LCII, and PATK | FMP Stock News | |
|
Original source text
$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--TBPH, IRDM, LCII, and PATK PR Newswire |
|||
|
Saved
2026-07-09 20:58
30d ago
Published
2026-07-09 16:15
1mo ago
|
The GEO Group Announces Date for Second Quarter 2026 Earnings Release and Conference Call | FMP Stock News | |
|
Original source text
BOCA RATON, Fla.--(BUSINESS WIRE)--The GEO Group, Inc. (NYSE:GEO) ("GEO") will release its second quarter 2026 financial results on Thursday, August 6, 2026 before the market opens. GEO has scheduled a conference call and simultaneous webcast for 1:00 PM (Eastern Time) on Thursday, August 6, 2026. To participate in the teleconference, please contact one of the following numbers 5 minutes prior to the scheduled start time: 1-877-250-1553 (U.S.) 1-412-542-4145 (International) In addition, a live. |
|||
|
Saved
2026-07-09 20:57
30d ago
Published
2026-07-09 16:05
1mo ago
|
Clover Health to Report Second Quarter 2026 Financial Results on August 5, 2026 | FMP Stock News | |
|
Original source text
WILMINGTON, Del., July 09, 2026 (GLOBE NEWSWIRE) -- Clover Health Investments, Corp. (Nasdaq: CLOV) (“Clover,” “Clover Health” or the “Company”), today announced that it will release its financial results after the market closes on Wednesday, August 5, 2026. The Company’s management will host a webcast presentation at 5:00 p.m. Eastern Time on the same day to discuss the company’s business and financial performance for the quarter.Second Quarter 2026 Conference Webcast Details: What: Clover Health’s Second Quarter 2026 Earnings Conference CallWhen: Wednesday, August 5, 2026, at 5:00 p.m. Eastern TimeWebcast: To access the webcast, you may register at https://clover-health-2q-2026-earnings.open-exchange.net/. A live and archived webcast of the conference call will also be accessible from the Investor Relations section of Clover Health’s website at https://investors.cloverhealth.com/ for 12 months. About Clover Health: Clover Health (Nasdaq: CLOV) is a physician enablement technology company committed to bringing access to great healthcare to everyone on Medicare. This includes a focus on seniors who have historically lacked access to affordable, high-quality healthcare. Our strategy is powered by our software platform, Clover Assistant, which is designed to aggregate patient data from across the healthcare ecosystem to support clinical decision-making and improve health outcomes through the early identification and management of chronic disease. For our members, we provide PPO and HMO Medicare Advantage plans in several states, with a differentiated focus on our flagship wide-network, high-choice PPO plans. For healthcare providers outside Clover Health's Medicare Advantage plan, we extend the benefits of our data-driven technology platform to a wider audience via our subsidiary, Counterpart Health, and aim to enable enhanced patient outcomes and reduced healthcare costs on a nationwide scale. Clover Health has published data demonstrating the technology’s impact on Medication Adherence, Congestive Heart Failure, Chronic Obstructive Pulmonary Disease, and in Underserved Populations as well as the earlier identification and management of Diabetes and Chronic Kidney Disease. Investor Relations: Ryan Schmidt [email protected] Press Inquiries: [email protected] |
|||
|
Saved
2026-07-09 20:56
30d ago
Published
2026-07-09 15:18
1mo ago
|
Palo Alto Just Soared 28% in a Month. Should Investors Take Profits and Rotate Into CrowdStrike or Fortinet? | FMP Stock News | |
|
Original source text
Shares of Palo Alto Networks (NASDAQ:PANW | PANW Price Prediction) are climbing again Thursday, up 5% in midday trading to $337 as the broader cybersecurity sector rebounds. |
|||
|
Saved
2026-07-09 20:54
30d ago
Published
2026-07-09 16:15
1mo ago
|
Atmos Energy Corporation to Host Fiscal 2026 Third Quarter Earnings Conference Call on August 6, 2026 | FMP Stock News | |
|
Original source text
DALLAS--(BUSINESS WIRE)--Atmos Energy Corporation (NYSE: ATO) will host a conference call on Thursday, August 6, 2026, at 10 a.m. Eastern to review the company's Fiscal 2026 third quarter financial results. Atmos Energy will release these results on Wednesday, August 5, 2026, following the market close. To listen to the conference call, please dial either the toll-free or international number provided below. You may also listen to the call on the Atmos Energy website at www.atmosenergy.com. The. |
|||
|
Saved
2026-07-09 20:54
30d ago
Published
2026-07-09 15:26
1mo ago
|
Should You Retain CAH Stock After Removal From Several Russell Indices? | FMP Stock News | |
|
Original source text
Key Takeaways Cardinal Health's Russell index removal reflects reclassification, not weakening business fundamentals.CAH's specialty platform and higher-margin businesses continue driving revenue and profit growth.Cardinal Health's pharmaceutical distribution business posted strong growth, supported by specialty demand. Cardinal Health's (CAH - Free Report) removal from the Russell 1000 Defensive, Russell 1000 Growth-Defensive and Russell 1000 Value-Defensive indices may initially appear concerning, but the development is more technical than fundamental. The healthcare distributor's exclusion largely reflects Russell's periodic index reclassification following a sharp appreciation in Cardinal Health's share price, rather than any deterioration in its business performance.After soaring more than 70% in 2025, the stock has already added another 15.4% year to date. The company’s share price performance so far this year has outperformed the industry’s 0.2% decline and S&P 500 Index’s 9.9% gain. While index-linked funds tracking these benchmarks may trim their holdings, potentially creating short-term selling pressure, the removal does not signal weakening fundamentals or lower earnings expectations. In fact, sentiment around the company remains constructive, with several Wall Street analysts recently raising their price targets. YTD Performance of CAH vs Industry Image Source: Zacks Investment Research Cardinal Health continues to strengthen its position as one of the three dominant U.S. pharmaceutical distributors alongside McKesson (MCK - Free Report) and Cencora (COR - Free Report) . Its latest quarterly performance reinforced this thesis, as Pharmaceutical and Specialty Solutions once again delivered double-digit revenue and profit growth, while high-margin businesses (including at-Home Solutions, Nuclear & Precision Health Solutions and OptiFreight Logistics) continued to outgrow the core distribution business. Coupled with sustained healthcare utilization, demographic tailwinds and increasing specialty drug adoption, Cardinal Health's long-term investment case appears driven by operational execution rather than index membership. Key Drivers of CAH’s GrowthSpecialty Healthcare Platform as a Powerful Growth Engine: Cardinal Health's strategy of expanding beyond traditional pharmaceutical distribution is steadily improving its earnings profile. Specialty revenues are expected to exceed $50 billion in fiscal 2026, supported by rapid expansion of its Specialty Alliance physician network, Solaris integration and growing biopharma solutions capabilities. The Specialty segment profit continues to outpace revenue growth as higher-margin services complement pharmaceutical distribution. Management also highlighted strong momentum in MSO platforms and Sonexus patient-support services, reinforcing specialty healthcare as a durable multiyear growth driver. High-Growth Businesses Are Diversifying Profit Sources: Cardinal Health's "Other Growth Businesses" have evolved into meaningful contributors to earnings. Revenues from at-Home Solutions, Nuclear & Precision Health Solutions and OptiFreight Logistics surged 31%, while segment profit climbed 34% during the quarter. Strong demand for home-based care, theranostics and healthcare logistics continues to support growth. ADS integration, expansion of ContinuCare Pathway and investments in distribution infrastructure further strengthen Cardinal Health's ability to capture secular healthcare trends that extend well beyond traditional drug distribution. Core Pharmaceutical Distribution Remains Exceptionally Resilient: Despite industry pricing changes, Cardinal Health continues demonstrating impressive operating leverage. Pharmaceutical segment revenues increased 11% to $56.1 billion, while segment profit advanced 18%, benefiting from strong specialty demand, stable generic economics and resilient branded pharmaceutical volumes. GLP-1 therapies alone contributed six percentage points to quarterly revenue growth. Investments in automation, distribution infrastructure and supply-chain efficiency continue supporting record service levels, positioning the company to capitalize on rising prescription volumes and long-term healthcare demand. A Glance at CAH’s EstimatesThe Zacks Consensus Estimate for CAH’s fiscal 2026 and 2027 earnings per share (EPS) implies year-over-year growth of 30.6% and 11.3%, respectively, to $10.76 and $11.98. In the past 60 days, the consensus mark for the company's fiscal 2026 EPS has remained stable. Revenues for fiscal 2026 are projected to grow 15.1% to $256.24 billion and another 8.8% to $278.75 billion in fiscal 2027. Image Source: Zacks Investment Research Competition Remains Intense, but Cardinal Health Is Closing the GapCompetition among the "Big Three" distributors remains fierce. McKesson continues to leverage its expanding oncology platform, biopharma services and AI-enabled supply chain while delivering double-digit operating profit growth across specialty businesses. Cencora continues to invest aggressively in specialty pharmaceuticals, MSO platforms and digital transformation while strengthening its global specialty logistics capabilities. However, Cardinal Health has significantly narrowed the competitive gap through the rapid expansion of its specialty business, strong growth in Nuclear & Precision Health Solutions and accelerating growth in at-Home Solutions. While McKesson currently benefits from a broader oncology portfolio and Cencora continues to expand its global specialty capabilities, Cardinal Health appears increasingly differentiated through its diversified healthcare services portfolio. As McKesson, Cencora and Cardinal Health continue to invest aggressively in specialty care, competitive intensity is likely to remain elevated across the healthcare distribution landscape. Risks and ChallengesDespite its strong outlook, several risks warrant attention. Inflation Reduction Act pricing adjustments continue creating revenue headwinds despite limited profit impact. Tariff-related uncertainty remains concentrated within the Global Medical Products and Distribution business, while integration risks surrounding Solaris and ADS acquisitions require successful execution. Specialty growth also depends on successful physician network expansion and sustained pharmaceutical demand. Additionally, reimbursement reforms, changing drug pricing dynamics and competitive investments by McKesson and Cencora could pressure long-term margins across the healthcare distribution industry. ConclusionAlthough Russell index removal may trigger temporary passive fund selling, it does not alter Cardinal Health's improving fundamentals. Strong execution across specialty healthcare, pharmaceutical distribution and higher-margin growth businesses support a favorable long-term outlook. While competitive and regulatory risks remain, the company's structural growth drivers remain intact. According to the Zacks Consensus Estimate, the average target price still implies roughly 5.6% upside from current levels. Image Source: Zacks Investment Research With a Zacks Rank #3 (Hold), existing CAH investors may find sufficient reasons to retain the stock while monitoring continued execution in its specialty-led growth strategy. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. |
|||
|
Saved
2026-07-09 20:54
30d ago
Published
2026-07-09 15:06
1mo ago
|
ZoomInfo Technologies Inc. (GTM) Shareholders Who Lost Money Have Opportunity to Lead Securities Fraud Lawsuit | FMP Stock News | |
|
Original source text
, /PRNewswire/ -- The Law Offices of Frank R. Cruz announces that investors with losses related to ZoomInfo Technologies Inc. ("ZoomInfo" or the "Company") (NASDAQ: GTM) have opportunity to lead the securities fraud class action lawsuit.IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN ZOOMINFO TECHNOLOGIES INC. (GTM), CLICK HERE BEFORE AUGUST 24, 2026 (THE LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT. What Is The Lawsuit About? The complaint filed alleges that, between November 3, 2025 and May 11, 2026, Defendants failed to disclose to investors that: (1) ZoomInfo's optimistic plan for continued growth was undermined by slowing seat-based demand, weakening upsells and customers revising decisions to purchase AI products and develop internal AI-driven go-to-market solutions, making ZoomInfo's 2026 full year revenue guidance increasingly unlikely to be met; and (2) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times. Contact Us To Participate or Learn More: If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us. The Law Offices of Frank R. Cruz, Email us at: [email protected] Call us at: 310-914-5007 Visit our website at: www.frankcruzlaw.com Follow us for updates on Twitter: twitter.com/FRC_LAW. If you inquire by email, please include your mailing address, telephone number, and number of shares purchased. To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. SOURCE The Law Offices of Frank R. Cruz, Los Angeles |
|||
|
Saved
2026-07-09 20:54
30d ago
Published
2026-07-09 16:03
1mo ago
|
Did You Lose Money Investing in ZoomInfo Technologies Inc.? Robbins LLP Urges Investors with Significant Losses to Contact the Firm for Information About Their Rights Against GTM | FMP Stock News | |
|
Original source text
San Diego, California--(Newsfile Corp. - July 9, 2026) - Robbins LLP reminds stockholders that a class action was filed on behalf of all investors who purchased or otherwise acquired ZoomInfo Technologies Inc. (NASDAQ: GTM) securities between November 3, 2025 and May 11, 2026. ZoomInfo Technologies Inc., together with its subsidiaries, provides go-to-market intelligence and engagement platform for sales, marketing, operations, and recruiting professionals in the United States and internationally.For more information, submit a form, email attorney Aaron Dumas, Jr., or give us a call at (800) 350-6003. What is the class period? November 3, 2025 - May 11, 2026 What are the allegations? Robbins LLP is Investigating Allegations that ZoomInfo Technologies Inc. (GMT) Misled Investors Regarding its Business Prospects According to the complaint, during the class period, defendants provided investors with material information concerning ZoomInfo's growth potential for the fiscal year 2026. Defendants' statements included, among other things, confidence in the Company's projected revenue outlook and anticipated growth of its legacy and emerging AI-driven products, core software business and sustained improvement in net revenue retention. Defendants provided these 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 ZoomInfo's slowing growth, its legacy seat-based subscription platforms, and weakening customer retention in its down-market segment. Further, the Company minimized concerns that customers were moving towards consumption-based usage models and developing internal AI-driven go-to-market solutions. Plaintiff alleges that on May 11, 2026, ZoomInfo announced its first quarter 2026 financial results, unveiling a sharp decline in growth outlook and lowering its 2026 full year financial guidance. On this news, ZoomInfo's stock price fell to $4.06 per share on May 12, 2026. What can shareholders do now? You may be eligible to participate in the class action against ZoomInfo Technologies Inc. Shareholders who wish to serve as lead plaintiff for the class must submit their papers to the court by August 24, 2026. The lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here. All representation is on a contingency fee basis. Shareholders pay no fees or expenses. About Robbins LLP: A recognized leader in shareholder rights litigation, the attorneys and staff of Robbins LLP have been dedicated to helping shareholders recover losses, improve corporate governance structures, and hold company executives accountable for their wrongdoing since 2002. To be notified if a class action against ZoomInfo Technologies Inc. settles or to receive free alerts when corporate executives engage in wrongdoing, sign up for Stock Watch today. Attorney Advertising. Past results do not guarantee a similar outcome. To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304642 Source: Robbins 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. Contact Us |
|||
|
Saved
2026-07-09 20:52
30d ago
Published
2026-07-09 14:20
1mo ago
|
Dell Stock Nears Buy Point As Investors Heed Trump's Call | FMP Stock News | |
|
Original source text
StoreSubscribeSign In My Subscriptions Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD LiveCustomer Center My Stock Lists Email Preferences Help & Support Sign Out Search stocks or keywords Sections My IBD MARKET TREND STOCK LISTS STOCK RESEARCH NEWSECONOMY VIDEOS & PODCASTS HOW TO INVESTEDUCATIONAL RESOURCESStoreMy Products Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD Live Recently Searched AMD, Micron Spearhead Chip Sector Surge, Lead 23 Hot Prospects To Best Stock Lists 2026: A Space Stock Odyssey Stock Market Mixed As Chips Rise While Small Caps, Dow, SpaceX Struggle; Ned Davis On Cash Dell Technologies (DELL) stock approached a buy point on Thursday after getting a price-target hike from a Wall Street analyst and an endorsement from President Donald Trump. On the stock market today, Dell stock rose 4.2% to close at 450.22. After this week, Dell stock is on track to have a new base with a 469.47 buy point, based on… Copyright ©2026 Investor's Business Daily, LLC. All rights reserved. 87990cbe856818d5eddac44c7b1cdeb8 |
|||
|
Saved
2026-07-09 20:51
30d ago
Published
2026-07-09 15:14
1mo ago
|
Western Digital Stock Lifts Following Micron's $250 Billion Investment | FMP Stock News | |
|
Original source text
Western Digital Corp (NASDAQ:WDC) shares are moving higher Thursday as a pair of major developments stoke fresh enthusiasm across the memory chip space pulling storage and semiconductor names broadly higher.Western Digital stock is among today’s top performers. What’s fueling WDC momentum? Micron’s $250 Billion U.S. Investment Commitment Lifts Memory NamesThe announcement reinforced the broader narrative that memory is becoming a critical bottleneck in the AI infrastructure buildout lifting names across the space including Western Digital. Meta’s Computing Expansion is Fueling Memory DemandThe scale of Meta’s AI infrastructure ambitions is adding to concerns about memory supply tightness a dynamic that is broadly supportive of pricing and demand across the memory ecosystem. WDC Shares Are SoaringWDC Price Action: Western Digital shares were up 5.74% at $581.87 at the time of publication on Thursday, according to Benzinga Pro. Image: Shutterstock Market News and Data brought to you by Benzinga APIs © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
|||
|
Saved
2026-07-09 20:51
30d ago
Published
2026-07-09 16:01
1mo ago
|
Micron & One AI Infrastructure Stock to Buy Now for Big Upside | FMP Stock News | |
|
Original source text
Key Takeaways Micron expects fiscal Q4 2026 revenues of about $50B after a strong fiscal Q3. MU lifted fiscal Q3 gross margin to 84.6%, supported by AI memory demand and pricing. WDC expects fiscal Q4 2026 revenues of about $3.65B, with gross margin of 51-52%. Artificial intelligence (AI) infrastructure stocks have faced significant pressure this month as investors questioned whether the pace of AI spending would remain strong. However, the long-term AI demand remains intact, supported by strong demand for graphics processing units, networking equipment, memory and storage. Therefore, for long-term investors, the recent pullback could present an attractive investment opportunity. Among the standout AI infrastructure stocks are Micron Technology, Inc. (MU - Free Report) and Western Digital Corporation (WDC - Free Report) , whose shares have surged by 229.3% and 214.7%, respectively, so far this year. Let’s see in detail what makes these companies a strong buy now, and why they still have significant upside potential – Micron’s AI Memory Boom Drives Growth and Upside Potential Micron’s stock wobbled recently due to post-fiscal third-quarter 2026 earnings profit-taking and concerns about the sustainability of the present high memory prices. But Micron has emerged as an essential supplier of AI infrastructure and is no longer considered a cyclical memory stock. The company’s fundamentals remain intact as its recent quarterly results beat expectations, and its outlook remains strong, driven by robust AI memory demand. Micron reported revenues of $41.46 billion in the fiscal third quarter of 2026, a 74% sequential increase, according to investors.micron.com. For the fiscal fourth quarter of 2026, the company expects revenues of $50 billion, suggesting that demand for Micron’s state-of-the-art high-bandwidth memory chips used in AI servers remains strong. Growing demand for Micron’s memory products and strong pricing power boosted its profitability, with gross margin improving to 84.6% for the fiscal third quarter from 37.7% a year earlier. Micron’s strong cash inflows and strategic deals have further enhanced its long-term revenue visibility and reinforced its growth outlook. Consequently, the company’s expected earnings growth rate for the current year is 791%. The Zacks Consensus Estimate of $73.86 for MU’s earnings per share is up 502% year over year. Image Source: Zacks Investment Research Brokers also remain hopeful about the company’s prospects. The average short-term price target for MU stock stands at $1,422.77, implying a potential upside of 51.6% from the recent closing price of $938.38. The highest price target of $2,000 indicates a possible upside of 113.1%, highlighting strong investor confidence in Micron’s long-term growth outlook (read more: Micron Stock Drops 10%+ After Earnings - Is This a Buying Opportunity?). Image Source: Zacks Investment Research Western Digital: Strong AI Demand Fuels More Upside Western Digital’s revenues totaled $3.34 billion in the fiscal third quarter of 2026, up 45% year over year, according to the company’s press release. Revenues are expected to be even stronger in the fiscal fourth quarter of 2026, at $3.65 billion, plus or minus $100 million. The strong outlook suggests that AI infrastructure spending remains robust, as cloud and enterprise customers continue to invest heavily in high-capacity storage to support expanding AI workloads. Western Digital’s non-GAAP gross margin increased to 50.5% in the fiscal third quarter from 40.1% in the year-ago period. What’s more, management expects non-GAAP gross margin to expand further to 51-52% in the fiscal fourth quarter of 2026. This shows the company can sell more high-value enterprise HDDs amid a favorable pricing environment. Higher gross margins also provide greater financial flexibility to invest in research and development, strengthen the balance sheet, drive earnings growth and boost the share price over the long run. The company’s earnings outlook remains equally strong, with expected earnings growth of 104.1% for the current year. The Zacks Consensus Estimate of $10.06 for WDC’s earnings per share is up 54.8% year over year. Image Source: Zacks Investment Research Brokers are also optimistic about Western Digital’s growth prospects. They forecast the average short-term price target for WDC stock at $608.27, implying a 14.3% increase from the last closing price of $532.1. The highest target is $1,050, suggesting a potential upside of 97.3%, highlighting continued confidence in Western Digital’s long-term growth potential. Image Source: Zacks Investment Research Both Micron and Western Digital have a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks Rank #1 stocks here. |
|||
|
Saved
2026-07-09 20:45
30d ago
Published
2026-07-09 14:05
1mo ago
|
Rocket Lab Stock Gained 118% Over the Past Year. Is It Time to Buy? | FMP Stock News | |
|
Original source text
Rocket Lab (RKLB 0.78%) is understandably getting a lot of attention from investors these days. The company is making big moves in the rocket-launch space and has recently made an important acquisition that could establish it as a key player in the satellite market. It's also on many people's radars, considering that it's increasingly becoming a competitor to Space Exploration Technologies.Rocket Lab shares are up 118% over the past year, and while its share price has been volatile, there are some reasons why owning Rocket Lab stock could be a good long-term bet. Here's why. Image source: Getty Images. A formidable space launch and satellite company Rocket Lab is one of the largest rocket launch companies, providing launch services to its customers. The company just had one of its best quarters, with a record number of launch contracts ever -- the company signed 31 in Q1 2026. Rocket Lab sold more launches in the first quarter than it did in all of 2025. In addition to record contracts, the company's financials were also impressive in the quarter. Sales rose nearly 64% in the quarter to $200 million, outpacing Wall Street's consensus estimate of about $189 million. The company's losses also narrowed to $0.07 per share, better than the consensus estimate of $0.08 per share, and up from a loss of $0.12 per share in the year-ago quarter. While that growth has fueled considerable optimism for Rocket Lab, the company recently announced plans to buy Iridium Communications (IRDM +0.26%), which could propel its growth even higher. Iridium provides satellite-based mobile communications services to its 2.5 million subscribers across both private and government sectors. The nearly $8 billion purchase (in a half-stock, half-cash deal) is expected to close in the first half of 2027 and will give Rocket Lab a significant position in the satellite communications industry -- all while maintaining its rocket launch business. Iridium is also profitable, generating more than $114 million in net earnings in 2025. While Rocket Lab's business isn't as large as SpaceX's, owning Iridium will help Rocket Lab to compete with SpaceX's satellite and rocket launch business. And that's not its only space-based play, either. Rocket Lab already has notable defense contracts with the U.S. government, including to help build a satellite system for its proposed Golden Dome missile defense system. And that's in addition to contracts it already has with the Space Development Agency (SDA), which are currently worth more than $1 billion for missile-tracking and military communications satellites. Today's Change ( -0.78 %) $ -0.65 Current Price $ 82.70 Lots of potential, but there are some risks for Rocket Lab With its Iridium acquisition, government contracts, rising sales, and overall position in the launch and satellite communications space, Rocket Lab is certainly worth your consideration right now. But that doesn't mean the stock will be a guaranteed winner. Its shares can be very volatile, and any delay for its Neutron rocket, which will have its first test flight later this year, could cause investors to react negatively. What's more, being a SpaceX competitor could be both a blessing and a curse. Rocket Lab could benefit when SpaceX and the general space industry are doing well, but negative news for SpaceX could make Rocket Lab shares more volatile in the short term. And finally, investors need to be aware that Rocket Lab isn't profitable -- it lost $45 million in the first quarter -- and its shares trade at a price-to-sales ratio of 82, which is quite a premium. The tech sector P/S ratio average is 9. Still, Rocket Lab appears to be worth at least some of the risk right now. The company is already a top player in the growing space launch and satellite communications industries. Starting a small position or adding to an existing one while shares are lower is probably a smart move. |
|||
|
Saved
2026-07-09 20:45
30d ago
Published
2026-07-09 15:41
1mo ago
|
TBPN's John Coogan: “People Can't Really Complain.” Here's Why Blue Origin Is Worth $130 Billion. | FMP Stock News | |
|
Original source text
© David McNew / Getty ImagesJeff Bezos spent a quarter-century building Blue Origin with his own money. Now, outside investors are finally getting a chance to get a seat at the table. Video Muted During a recent TBPN discussion, John Coogan broke down Blue Origin’s reported $10 billion fundraising round at a $130 billion valuation, which is the company’s first external capital raise after 25 years of self-funding. The deal is notable not just for its size, but also for offering one of the clearest windows yet into how private markets are valuing next-generation space companies. The Deal: A $10 Billion Raise at a $130 Billion Valuation According to Coogan, Blue Origin is raising $10 billion at a $130 billion valuation. The scoop, he noted, came from Andrew Ross Sorkin at The New York Times. The mechanics are unusual. Bezos is personally putting in $2 billion, and Coatue Management, led by Philippe Laffont, is receiving a $4 billion allocation. That is a striking arrangement given that, as Coogan pointed out, Bezos’s family office is already a major investor in Coatue’s Innovative Strategies Fund, so they already have a close relationship. Coogan’s read on the dynamic was blunt: “People can’t really complain about the valuation, ’cause he’s a big part of setting the price.” Jeff Bezos himself is investing at this valuation and steering capital toward a fund he already backs. Why Investors Are Valuing Capability Over Current Cash Flows Blue Origin’s burn rate is enormous. Coogan cited that the company has burned roughly $27 billion to date and is estimated to have burned $5 billion in 2025 alone, making this $10 billion a standard 12-to-18-month runway raise. The valuation rests on capability rather than revenue or free cash flow. Coogan argued the $130 billion figure reflects Blue Origin’s status as the second company in the world to bring a rocket to orbit, land it successfully, and prove reusability, ahead of China. That is a strategic asset with a very short list of owners on Earth, and pricing it looks nothing like pricing a software business on ARR multiples. For investors trying to make sense of how private markets are pricing hard-tech moats in 2026, Blue Origin sits at the extreme end of a spectrum that also includes AI infrastructure and next-generation power. For readers interested in how AI power demand and infrastructure could create new opportunities, our team’s Free Report: 7 Stocks Powering the AI Boom (That Aren’t Chipmakers) is worth reading. The Space Comp Set Coogan grounded the valuation in the public space comps. He noted Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) sits at just under a $50 billion market cap and AST SpaceMobile (NASDAQ:ASTS) sits at around $30 billion. Against those marks, a $130 billion tag for the second reusable-orbit operator on the planet feels aggressive but makes sense. The historical parallel Coogan reached for was ridesharing. He compared the moment to Uber (NYSE:UBER)’s once-unprecedented $17 billion private valuation, which now “looks quaint.” Private-market ceilings for category-defining companies keep resetting higher, and what feels absurd in the moment often becomes a footnote once the business scales. What to Watch Next Whether Blue Origin ultimately justifies a $130 billion valuation remains an open question. What is already clear is that private investors are increasingly assigning enormous value to companies with difficult-to-replicate technological capabilities rather than near-term profits. The next milestones will be whether additional institutions invest alongside Coatue, whether Blue Origin improves New Glenn launch cadence, and how private-market valuations for SpaceX and other space companies respond. Even without direct access to either company, those ripple effects could shape valuations across the broader space sector. Contact [email protected] for any questions or corrections. |
|||
|
Saved
2026-07-09 20:45
30d ago
Published
2026-07-09 16:01
1mo ago
|
Iridium Announces Release Date for Second-Quarter 2026 Financial Results | FMP Stock News | |
|
Original source text
, /PRNewswire/ -- Iridium Communications Inc. (Nasdaq: IRDM) ("Iridium"), a leading provider of global voice, data, and positioning, navigation, and timing (PNT) satellite services, will release its financial results for the second quarter of 2026 on Wednesday, July 22, 2026.As previously announced on June 29, 2026, Iridium entered into a definitive agreement under which it will be acquired by Rocket Lab Corporation (Nasdaq: RKLB). Due to the pending transaction, the Company will not host a conference call to discuss its quarterly financial results. Iridium's second-quarter 2026 earnings press release will be available on the investor relations page of the Company's website. About Iridium Communications Inc. Iridium Communications Inc. (Nasdaq: IRDM) operates the world's only truly global mobile satellite network. It serves as a platform for innovation, enabling voice, data, and messaging, positioning, navigation, and timing (PNT), and aircraft surveillance services anywhere on Earth. Through its satellite constellation and integrated capabilities like Aireon, the world's only space-based air traffic surveillance system, Iridium delivers services that support safety-focused operations across aviation, maritime, government, industrial, and consumer markets. The company is a leader in satellite Internet of Things (IoT) connectivity and is advancing direct-to-device (D2D) communications based on open standards to expand access to satellite services. Headquartered in McLean, Virginia, Iridium innovates through an ecosystem of more than 500 technology and distribution partners, serving millions of customers worldwide. For more information visit www.iridium.com. Investor Contact: Kenneth Levy Iridium Communications Inc. +1 (703) 287-7570 [email protected] Press Contact: Jordan Hassin Iridium Communications Inc. +1 (703) 287-7421 [email protected] SOURCE Iridium Communications Inc. |
|||
|
Saved
2026-07-09 20:45
30d ago
Published
2026-07-09 14:55
1mo ago
|
Agilent Strengthens Biopharma Growth Prospects With AI Expansion | FMP Stock News | |
|
Original source text
Key Takeaways Agilent is expanding its AI software and automation portfolio to support its biopharma growth prospects. Agilent launched xCELLigence RTCA eSight AI to simplify label-free live-cell imaging analysis. A expects fiscal Q3 2026 revenues of $1.83B-$1.85B, implying 5.0%-6.5% reported growth. Agilent Technologies (A - Free Report) shares have lost 5.2% in the year-to-date period, underperforming the Zacks Medical industry's 2.8% growth. The dip reflects cautious laboratory spending and a challenging macroeconomic environment.However, Agilent continues to strengthen its long-term growth prospects through product innovation and expanding artificial intelligence (AI)-enabled laboratory software and automation capabilities, supported by healthy demand across the pharmaceutical, diagnostics and advanced materials markets. The company also benefits from growing demand for AI-enabled laboratory software and automation as pharmaceutical and biotechnology companies increasingly digitize research workflows and accelerate drug discovery. Agilent's integrated software ecosystem, led by its OpenLab and xCELLigence platforms, combines analytical instruments, software and laboratory automation to improve productivity, reduce manual intervention and deliver more consistent scientific results. Agilent Expands AI-Powered Cell Analysis PortfolioAgilent continues to strengthen its AI-enabled laboratory portfolio through innovations spanning analytical instruments, laboratory software, automation and digital workflows, supporting the growing adoption of AI-driven research solutions. Building on this strategy, the company launched xCELLigence RTCA eSight AI, a new AI-powered software module that simplifies label-free live-cell imaging analysis. The software enhances the xCELLigence RTCA eSight platform by combining AI-driven image analysis with impedance measurements, enabling researchers to analyze imaging and cell behavior simultaneously from the same experiment. The new module replaces manual cell segmentation and subjective parameter tuning with a one-click automated workflow, helping researchers generate more consistent and reproducible results while reducing analysis time and lowering training requirements. Designed for drug discovery and high-throughput biopharma research, the software is expected to accelerate scientific workflows, improve laboratory productivity and expand adoption of Agilent's integrated cell analysis platform, supporting long-term software and biopharma growth. AI Innovation Strengthens Agilent's Growth StoryAgilent continues to expand its AI capabilities across laboratory software, automation and digital workflows. During the second quarter of fiscal 2026, AI was highlighted as a key long-term growth driver, with increasing customer adoption and continued investments in digital laboratory solutions expected to support sustainable growth. Agilent is integrating AI across its analytical instruments, laboratory informatics and automation solutions to enhance scientific workflows and operational efficiency. Agilent is further expanding its digital laboratory capabilities through its announcement of the China Innovation Center in June 2026, which focuses on AI, automation and digital laboratory technologies to enable next-generation smart laboratories. These initiatives strengthen Agilent's AI-enabled laboratory portfolio and are expected to address growing demand for AI-powered laboratory software and automation solutions, strengthening the company's long-term growth prospects. Agilent Provides Strong Fiscal Q3 2026 OutlookAgilent's improving demand environment, expanding AI software portfolio and continued product innovation are expected to benefit the company’s top-line growth. For the third quarter of fiscal 2026, A expects revenues to be in the range of $1.83-$1.85 billion, implying 5.0%-6.5% reported growth and 4.4%-5.9% core growth. The Zacks Consensus Estimate for third-quarter fiscal 2026 revenues is pegged at $1.84 billion, indicating year-over-year growth of approximately 6.02%. The consensus estimate for third-quarter fiscal 2026 earnings is pegged at $1.47 per share, which has decreased by a penny over the past 30 days, indicating year-over-year growth of 7.30%. A’s Zacks Rank & Stocks to ConsiderCurrently, Agilent carries a Zacks Rank #3 (Hold). Fortrea Holdings Inc (FTRE - Free Report) , Neurocrine Biosciences (NBIX - Free Report) and PTC Therapeutics (PTCT - Free Report) are some better-ranked stocks that investors can consider in the broader Zacks Medical sector. Fortrea Holdings Inc, Neurocrine Biosciences and PTC Therapeutics sport a Zacks Rank #1 (Strong Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here. FTRE shares have lost 1.4% in the year-to-date period. The long-term earnings growth rate for Fortrea Holdings is pegged at 40.91%. NBIX shares have risen 25.6% in the year-to-date period. The long-term earnings growth rate for Neurocrine Biosciences is pegged at 33.41%. Shares of PTCT have gained 16.6% in the year-to-date period. The long-term earnings growth rate for PTC Therapeutics is pegged at 27.74%. |
|||
|
Saved
2026-07-09 20:40
30d ago
Published
2026-07-09 16:01
1mo ago
|
Neurocrine Biosciences Announces Conference Call and Webcast of Second Quarter 2026 Financial Results | FMP Stock News | |
|
Original source text
Conference Call and Webcast Scheduled for Thursday, July 30, /PRNewswire/ -- Neurocrine Biosciences, Inc. (Nasdaq: NBIX) announced today that it has scheduled its second quarter 2026 financial results conference call and webcast for 1:30 p.m. Pacific Time (4:30 p.m. Eastern Time) on July 30, 2026. The schedule for the press release and conference call / webcast is as follows: Q2 2026 Press Release: July 30, 2026 at 1:00 p.m. PT / 4:00 p.m. ET Q2 2026 Conference Call: July 30, 2026 at 1:30 p.m. PT / 4:30 p.m. ET Domestic Dial-In Number: 800-347-6865 International Dial-In Number: 203-518-9757 Conference ID: NBIX The webcast can also be accessed on Neurocrine Biosciences' website under Investors at www.neurocrine.com. A replay of the webcast will be available on the website approximately one hour after the conclusion of the event and will be archived for approximately one month. About Neurocrine Biosciences Neurocrine Biosciences is a leading biopharmaceutical company with a simple purpose: to relieve suffering for people with great needs. We are dedicated to discovering, developing and commercializing life-changing treatments for patients with under-addressed neurological, psychiatric, endocrine and immunological disorders. The company's diverse portfolio includes FDA-approved treatments for tardive dyskinesia, chorea associated with Huntington's disease, classic congenital adrenal hyperplasia, hyperphagia in patients with Prader-Willi syndrome, endometriosis* and uterine fibroids,* as well as a robust pipeline including multiple compounds in mid- to late-phase clinical development across our core therapeutic areas. For more than three decades, we have applied our unique insight into neuroscience and the interconnections between brain and body systems to treat complex conditions. We relentlessly pursue medicines to ease the burden of debilitating diseases and disorders, because you deserve brave science. For more information, visit neurocrine.com, and follow the company on LinkedIn, X, Facebook and YouTube. (*in collaboration with AbbVie) NEUROCRINE, the NEUROCRINE BIOSCIENCES Logo, and YOU DESERVE BRAVE SCIENCE are registered trademarks of Neurocrine Biosciences, Inc. SOURCE Neurocrine Biosciences, Inc. |
|||
|
Saved
2026-07-09 20:40
30d ago
Published
2026-07-09 16:05
1mo ago
|
Wheaton Precious Metals: Attractive Price Point (Rating Upgrade) | FMP Stock News | |
|
Original source text
4.59K FollowersAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. |
|||
|
Saved
2026-07-09 20:39
30d ago
Published
2026-07-09 14:23
1mo ago
|
Vanguard Energy vs Global X MLP & Energy Infrastructure: Which ETF Is Delivering Profits From Rising Energy Costs? | FMP Stock News | |
|
Original source text
Energy prices are much higher in 2026. That’s good news for some investors. The Vanguard Energy ETF (VDE 1.36%) and Global X - MLP & Energy Infrastructure ETF (MLPX 0.69%) offer different ways to play the energy cycle, with VDE tracking diversified giants and MLPX focusing on midstream assets.Both funds capitalize on recent energy sector momentum but approach the industry from different angles. This analysis compares the broad, equity-focused strategy of the Vanguard fund against the infrastructure-centric portfolio of the Global X fund to help you determine which fits your investment goals. Snapshot (cost & size)MetricMLPXVDEIssuerGlobal XVanguardShare price$75.66 (as of 2026-07-08)$156.94 (as of 2026-07-08)Expense ratio0.45%0.09%1-yr return (as of 2026-07-08)29.80%30.10%Dividend yield4.00%2.70%Beta0.580.44AUM$3.5 billion$11.8 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. With an expense ratio of 0.09%, Vanguard Energy ETF is more affordable than Global X - MLP & Energy Infrastructure ETF, which charges 0.45%. However, the Global X fund offers a higher dividend payout. Performance & risk comparisonMetricMLPXVDEMax drawdown (5 yr)(19.70%)(26.60%)Growth of $1,000 over 5 years (total return)$2,671.00$2,511.00What's insideVanguard Energy ETF focuses on the broad U.S. energy sector, including oil, gas, and consumable fuels, with approximately 99.5% energy exposure. Its largest positions include ExxonMobil Corp (XOM 2.70%) at 21.7%, Chevron Corp (CVX 1.09%) at 14.1%, and ConocoPhillips (COP 2.44%) at 5.8%. The fund maintains 111 holdings in total. It was launched in 2004. Vanguard Energy ETF has paid $4.03 per share over the trailing 12 months, which on its recent ~$156.94 share price works out to a 2.70% yield. Global X - MLP & Energy Infrastructure ETF targets midstream infrastructure, specifically master limited partnerships and corporations, with 99% energy exposure. Its largest holdings include TC Energy (TRP 1.48%) at 9.1%, Enbridge (ENB 0.87%) at 8.9%, and The Williams Companies (WMB +0.29%) at 8.9%. The fund consists of 29 holdings. It was launched in 2013. Global X - MLP & Energy Infrastructure ETF has paid $3.04 per share over the trailing 12 months, which on its recent ~$75.66 share price works out to a 4.00% yield. Which fund is the better buy?The Global X - MLP & Energy Infrastructure ETF — MLPX — focuses on the midstream portion of the energy business. Midstream businesses like pipelines tend to be less volatile because they are the least exposed to energy price fluctuations. Unlike traditional MLP funds, MLPX avoids fund-level taxes by limiting direct MLP exposure and investing in similar entities, such as the general partners of MLPs and other energy infrastructure corporations. That’s a plus for investors, since funds that hold MLPs can incur additional taxes for investors, even if they are simpler than directly investing in MLP stocks. The Vanguard Energy ETF — VDE — invests in straightforward equities rather than MLPs, so it accesses a different segment of the energy business, primarily producers and retailers. The Vanguard fund has had a better 52-week performance, reflecting the greater volatility in oil and gas producers and retailers, who respond much more readily to commodity price changes. Midstream energy businesses are more insulated from oil and gas price shocks because the fuels need to be transported regardless of price. But over time, the Global X fund shows its chops. MLPX has returned 27.1%, 21.2%, and 12% over the 3-year, 5-year, and 10-year periods. VDE has returned 13.4%, 18.7%, and 8.4% over the 3-, 5-, and 10-year lookbacks, respectively. While MLPX has a higher expense ratio, its long-term performance is superior to VDE’s. For those looking to capitalize on higher energy prices in 2026, MLPX is the ETF to buy. For more guidance on ETF investing, check out the full guide at this link. |
|||
|
Saved
2026-07-09 20:37
30d ago
Published
2026-07-09 14:53
1mo ago
|
First U.S. LNG Ships To Asia From Mexico In A Win For Permian Producers | FMP Stock News | |
|
Original source text
StoreSubscribeSign In My Subscriptions Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD LiveCustomer Center My Stock Lists Email Preferences Help & Support Sign Out Search stocks or keywords Sections My IBD MARKET TREND STOCK LISTS STOCK RESEARCH NEWSECONOMY VIDEOS & PODCASTS HOW TO INVESTEDUCATIONAL RESOURCESStoreMy Products Founder's ClubSwingTraderLeaderboardMarketSurgeeIBDIBD DigitalIBD Live Recently Searched AMD, Micron Spearhead Chip Sector Surge, Lead 23 Hot Prospects To Best Stock Lists 2026: A Space Stock Odyssey Stock Market Mixed As Chips Rise While Small Caps, Dow, SpaceX Struggle; Ned Davis On Cash France-based TotalEnergies (TTE) announced on Wednesday that it has shipped the first liquefied natural gas from a newly built Mexico export terminal to Asia. But TotalEnergies, and LNG stocks in general, fell. TotalEnergies and a Sempra (SRE) subsidiary hold joint stakes in the Energia Costa Azul LNG hub, along Mexico's Pacific coast on the Baja peninsula. The Energia Costa Azul… Copyright ©2026 Investor's Business Daily, LLC. All rights reserved. 87990cbe856818d5eddac44c7b1cdeb8 |
|||
|
Saved
2026-07-09 20:35
30d ago
Published
2026-07-09 14:21
1mo ago
|
Why Is Lumentum Stock Surging on Thursday? | FMP Stock News | |
|
Original source text
Lumentum Holdings Inc. (NASDAQ:LITE) stock is trading higher on Thursday. The California-based technology firm is experiencing upward momentum alongside other companies in the fiber optic connectivity sector.The Nasdaq is up 1.55% while the S&P 500 has gained 0.72%. • Lumentum Holdings stock is surging to new heights today. Why are LITE shares rallying? Sector Catalysts Boost Demand OutlookMeta declined to comment on the development following a Benzinga inquiry. Infrastructure Expansions Signal Sustained AppetiteDecreasing Short Interest Supports UpsideMarket data indicates that short interest in Lumentum decreased during the latest reporting period, dropping from 10.22 million to 9.29 million shares. This short interest accounts for 13.22% of the company’s publicly available float. Based on an average daily trading volume of 6.21 million shares, short sellers would require 1.5 days to cover their positions. LITE Stock: Key Levels and Momentum IndicatorsEven after today’s jump, Lumentum is still trading 5.3% below its 20-day SMA and 11.3% below its 50-day SMA, which keeps the near-term trend in "repair mode" despite the strong session. At the same time, the stock remains 42.1% above its 200-day SMA, so the longer-term uptrend is still intact even with recent volatility. RSI is the cleaner momentum read right now: at 46.23. The moving-average structure is mixed, with the 20-day SMA below the 50-day SMA (a bearish near-term alignment) even as the 50-day SMA remains above the 200-day SMA (a bullish longer-term backdrop). That combination often produces sharp countertrend rallies that still need follow-through to flip the short-term trend back up. Key Resistance: $809 — Nearby round-number area that also sits close to the 100-day SMA zone, where rebounds can stall. Key Support: $776 — Nearby pivot area just above the 100-day EMA, where buyers may try to defend the recent base. LITE Stock Price Activity: Lumentum stock was up 12.33% at $794.30 at the time of publication on Thursday, according to Benzinga Pro data. Photo: Piotr Swat on Shutterstock.com 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 © 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved. To add Benzinga News as your preferred source on Google, click here. |
|||
|
Saved
2026-07-09 20:33
30d ago
Published
2026-07-09 15:10
1mo ago
|
Forget Nvidia. Watch these AI stocks instead. | FMP Stock News | |
|
Original source text
Nvidia is still leading the AI revolution. But it may not be the best way to invest in it anymore. |
|||
|
Saved
2026-07-09 20:33
30d ago
Published
2026-07-09 15:01
1mo ago
|
How Large Does Your Portfolio Need to Be to Generate $12,000 a Month? | FMP Stock News | |
|
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.Twelve thousand dollars a month sounds like a round number, but it carries weight. It works out to $144,000 a year, a little more than twice the U.S. per capita disposable personal income of $68,391 reported for the first quarter of 2026. Replacing that with portfolio income, rather than a paycheck, is a math problem before it is anything else. And the answer depends almost entirely on how much yield you are willing to reach for. Every extra point of yield shrinks the capital pile you need. That is the appeal, and also the trap. With the 10-year Treasury recently around 4.5% and the federal funds target range upper limit at 3.75%, income is finally competitive again. But higher yield rarely comes free. The Conservative Path: Roughly $4.1 Million At a 3.5% blended yield, $144,000 divided by 0.035 comes out to about $4,114,000. This is the dividend growth lane: broad dividend ETFs, dividend aristocrats, and mature consumer and healthcare names. Johnson & Johnson (NYSE:JNJ | JNJ Price Prediction) is the archetype. The yield is only around 2%, but the board just approved a $1.34 quarterly dividend, up from $1.30, extending a 64-year streak of annual increases. Procter & Gamble (NYSE:PG) yields 2.9% and has raised its dividend for 70 consecutive years. Paired with higher-yielding dividend growth funds, the blended portfolio can land in the 3% to 4% range. The tradeoff is capital intensity. You need the biggest nest egg here. What you get back is durability: diversification, principal that tends to appreciate, and a raise nearly every year without lifting a finger. Stepping Up to 6% Yield: About $2.4 Million Shift the target yield to 6%, and $144,000 divided by 0.06 equals $2,400,000. That is nearly $1.7 million less in required capital, and it opens the door to REITs, midstream energy, preferred shares, and high-dividend equity funds. Realty Income (NYSE:O) yields 5.2% and has paid 670 consecutive monthly dividends, with portfolio occupancy at 98.9%. Kinder Morgan (NYSE:KMI) yields 3.6%, backed by an $8.6 billion adjusted EBITDA budget for 2026 and a $10.1 billion project backlog that is 92% natural gas. Blend the two with preferred shares or a covered-call equity fund, and 5% to 7% is realistic. What you give up is growth velocity. Realty Income’s monthly dividend rose from $0.269 to $0.271 over the past year, less than 1%. That is not going to outrun the Core PCE trend, which just hit its 12-month high. Reaching for 10%: Around $1.44 Million Push the yield to 10%, and the capital requirement drops to $1,440,000. This tier is business development companies, mortgage REITs, leveraged covered-call funds, and high-yield bond funds. Main Street Capital (NYSE:MAIN) illustrates the appeal. Between a $0.26 monthly regular dividend and 19 consecutive quarterly $0.30 supplementals, total distributions push the effective yield well above the regular 5.9% stated figure. Q4 return on equity was 18% annualized. The catch: BDCs and mortgage REITs can cut distributions in credit downturns, and share prices often bleed lower over time. Main Street is down about 10% year to date. You are spending down the asset in a way you often are not at 3.5%. The Insight the Yield Table Hides Compounding rewrites the story. A 3.5% yield that grows 8% annually doubles the income stream in about nine years. A 10% yield with no growth still pays the same nominal income, and that income buys less after inflation. The comparison is not that one approach is automatically better. It is that a lower-yielding portfolio with rising dividends may eventually catch up to a high-yield portfolio whose distributions stay flat or get cut. What to Do Before You Commit Calculate your actual annual spending, not your gross income. Replacing $144,000 pre-tax may be replacing $95,000 in real outflows. The capital requirement drops fast when the target does. Model the tax impact in your bracket. Qualified dividends, REIT ordinary income, and BDC distributions are all taxed differently. A 10% yield in a taxable account often trails a 4% qualified-dividend yield in a Roth. Compare 10-year total return, not just yield, on any high-yield fund you are considering. If the price chart slopes down over a decade while distributions stay flat, you are being paid with your own money. The Yield Is the Price Tag A $12,000 monthly income target can require more than $4 million at conservative yields, about $2.4 million at 6%, or roughly $1.44 million at 10%. The math is simple. The risk tradeoff is not. Higher yield lowers the capital requirement by asking the portfolio to absorb more credit risk, leverage, volatility, tax complexity, or slower growth. The right portfolio is not the one with the smallest required nest egg. It is the one most likely to keep paying after the market stops cooperating. Contact [email protected] for any questions or corrections. |
|||
|
Saved
2026-07-09 20:30
30d ago
Published
2026-07-09 14:47
1mo ago
|
Invesco Pharmaceuticals ETF vs State Street Biotech ETF: Which Fund Is the Better Buy in 2026? | FMP Stock News | |
|
Original source text
Invesco Pharmaceuticals ETF (PJP 0.41%) offers a less volatile, concentrated pharmaceutical focus with higher yield, whereas State Street SPDR S&P Biotech ETF (XBI +0.80%) provides high-growth, equal-weighted biotechnology exposure at a lower cost.Investors seeking healthcare exposure often choose between the higher volatility of biotechnology and the established stability of major pharmaceuticals. This comparison explores how XBI and PJP balance risk, total return, and diversification within the medical and life sciences sectors. Snapshot (cost & size)MetricXBIPJPIssuerSPDRInvescoShare price$162.97 (as of 2026-07-08)$120.94 (as of 2026-07-08)Expense ratio0.35%0.57%1-yr return (as of 2026-07-08)93.3%50.3%Dividend yield0.30%0.90%Beta0.820.45AUM$10.9 billion$361.3 millionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield. The Invesco fund is more costly to hold with a 0.57% expense ratio compared to 0.35% for the SPDR fund. However, the Invesco fund provides a higher yield for investors who prioritize regular income distributions. Performance & risk comparisonMetricXBIPJPMax drawdown (5 yr)(54.00%)(17.50%)Growth of $1,000 over 5 years (total return)$1,226$1,581What's insideThe Invesco Pharmaceuticals ETF is a non-diversified fund that generally invests at least 90% of its total assets in U.S. pharmaceutical companies. Its portfolio of 30 holdings focuses on businesses involved in the research, development, and distribution of various drugs. Its largest positions include AbbVie (ABBV 1.12%) at 5.6%, Eli Lilly & Co (LLY 0.01%) at 5.4%, and Johnson & Johnson (JNJ 1.87%)at 5.3%. The fund was launched in 2005. State Street SPDR S&P Biotech ETF follows the S&P Biotechnology Select Industry Index using a representative sampling technique. Its sector focus is also all healthcare, and its top holdings include Apogee Therapeutics (APGE +0.24%) at 1.5%, Moderna (MRNA +3.77%) at 1.4%,and Twist Bioscience (TWST +4.80%) at 1.36%. This portfolio contains 155 holdings. The fund was launched in 2006. State Street SPDR S&P Biotech ETF has paid $0.57 per share over the trailing 12 months, which, on its recent ~$163 share price, works out to a 0.30% yield. While both are healthcare ETFs, they differ notably in style and performance. The Invesco Pharmaceutical ETF — PJP — has a concentrated focus just on drugmakers, which has allowed it to capitalize on the GLP-1 boom, led by its second-largest holding, Eli Lilly. It’s largely large-cap and small-cap stocks, with 86% of holdings evenly split between the two, with the balance in mid-caps. The State Street SPDR S&P Biotech ETF — XBI — is 81% small-cap stocks and just 5% large-cap stocks, which has enabled it to profit from the best year for small-cap stocks since 1991. In addition to its 93% one-year gain, it has returned 24.1%, 3.3%, and 11.5% over the 3-year, 5-year, and 10-year time frames, respectively. PJP, meanwhile, lags XBI in every time frame but the 5-year, where it boasts a 9.1% annualized return. XBI does come with a word of caution, though. It’s 54% maximum drawdown is a gut-wrenching drop, even if it is just on paper. Still, the long-term performance and the fact that it has been able to capture the small-cap rally, too, makes XBI the ETF to buy. For more guidance on ETF investing, check out the full guide at this link. Brendan Coffey has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends AbbVie, Eli Lilly, Moderna, and Twist Bioscience. The Motley Fool recommends Johnson & Johnson, Kymera Therapeutics, and SPDR Series Trust - SPDR S&P Biotech ETF. The Motley Fool has a disclosure policy. |
|||
|
Saved
2026-07-09 20:30
30d ago
Published
2026-07-09 16:05
1mo ago
|
WSFS Financial Corporation Announces Second Quarter 2026 Earnings Release Date and Conference Call | FMP Stock News | |
|
Original source text
WILMINGTON, Del.--(BUSINESS WIRE)--WSFS Financial Corporation expects to report its second quarter earnings at the end of business on Thursday, July 23, 2026. |
|||
|
Saved
2026-07-09 20:28
30d ago
Published
2026-07-09 16:01
1mo ago
|
Cabot Corporation to Announce Third Quarter Fiscal 2026 Operating Results | FMP Stock News | |
|
Original source text
BOSTON, July 09, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced that it will release operating results for the third quarter of fiscal 2026 on Monday, August 3, 2026, after the market close. The Company will host a conference call and live webcast to review the third quarter results beginning at 8:00 AM (ET) on Tuesday, August 4, 2026.The call will be webcast by Notified and may be accessed through Cabot’s website at https://cabotog.gcs-web.com/. If you are unable to participate during the live webcast, the call and accompanying slide presentation will be archived in the Investor Relations section of the Company’s website at https://cabotog.gcs-web.com/. ABOUT CABOT CORPORATION Cabot Corporation (NYSE: CBT) is a global specialty chemicals and performance materials company headquartered in Boston, Massachusetts. The company is a leading provider of reinforcing carbons, specialty carbons, battery materials, engineered elastomer composites, inkjet colorants, masterbatches and conductive compounds, fumed metal oxides and aerogel. For more information on Cabot, please visit the company’s website at cabotcorp.com. Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995: Statements in the press release regarding Cabot's business that are not historical facts are forward looking statements that involve risks and uncertainties. For a discussion of such risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see "Risk Factors" in the Company's Annual Report on Form 10-K for the fiscal year ended September 30, 2025. |
|||
|
Saved
2026-07-09 20:27
30d ago
Published
2026-07-09 16:15
1mo ago
|
IFF to Release Second Quarter 2026 Results on August 4, 2026 | FMP Stock News | |
|
Original source text
NEW YORK--(BUSINESS WIRE)---- $IFF--IFF (NYSE: IFF) today announced that it will release its second quarter 2026 earnings results following the market close on Tuesday, August 4, 2026. The management team will host a live webcast on Wednesday, August 5, 2026, at 9:00 a.m. ET to discuss results and outlook with the investor community. Investors may access the live webcast and accompanying slide presentation on the company's website at ir.iff.com. For those unable to listen to the live webcast, a recorded. |
|||
|
Saved
2026-07-09 20:26
30d ago
Published
2026-07-09 14:27
1mo ago
|
New Jersey American Water Launches 2026 Flow Forward Summer Camp Program to Help Camden Teens Explore Water Industry Careers | FMP Stock News | |
|
Original source text
Students from Free All Minds and Women of the Dream will participate in hands-on career exploration, workforce readiness and mentorship July 14-16 in Camden, /PRNewswire/ -- New Jersey American Water today announced the launch of the 2026 Flow Forward Summer Camp Program in Camden, offering high school students from Free All Minds and Women of the Dream a three-day workforce development experience featuring hands-on learning, mentorship, resume and interview preparation, and networking with water industry professionals. The program will be hosted July 14-16 at American Water's headquarters on the Camden Waterfront and New Jersey American Water's Delaware River Regional Water Treatment Plant in Delran. With American Water headquartered in Camden, Flow Forward reflects the company's continued commitment to investing in local youth, expanding career awareness and strengthening connections with the community it calls home. Flow Forward is American Water's summer career exploration program designed to help high school sophomores, juniors and seniors learn more about the water and wastewater industry, gain practical experience and connect with employees who can share insights into career pathways across the company. Through the Camden program, students will explore how safe, reliable water service is delivered, learn about the role New Jersey American Water plays in communities across the state, and see how careers in operations, engineering, water quality, customer service, government affairs, finance and communications can support public health and local communities. During the camp, students will participate in sessions focused on communication skills, resume building, transferable skills, mock interview preparation and networking. They also will take part in breakout discussions with employees from across the business, tour the Delaware River Regional Water Treatment Plant, hear employee career stories and work in teams on final project presentations. Camden Mayor Victor Carstarphen will join New Jersey American Water President Mark McDonough on the first day of the program to welcome students and underscore the importance of early career exposure, mentorship and community partnership. "We are proud to welcome students from Free All Minds and Women of the Dream to Flow Forward here in Camden," said Camden Mayor Victor Carstarphen. "When young people are given the chance to see what is possible, meet professionals who believe in them and explore careers they may not have considered before, it can change the way they see their future. Programs like this help open doors for Camden students while connecting them to meaningful career pathways that serve our community." "Camden is home to American Water, but our commitment goes beyond having an address here," said Mark McDonough, president of New Jersey American Water. "We want to be part of the community in a way that is visible, meaningful and lasting. Flow Forward is a chance to bring Camden students inside our business, introduce them to careers they may not have seen up close before and show them that the work happening here connects directly to the neighborhoods where they live." Flow Forward reflects New Jersey American Water's commitment to creating awareness of water industry careers, supporting local talent pipelines and helping Camden students gain the exposure, confidence and professional skills that can prepare them for future success. For more information about the company's efforts around workforce development, visit newjerseyamwater.com, under About Us, select Workforce Development. About New Jersey American Water New Jersey American Water, a subsidiary of American Water (NYSE: AWK), is the largest regulated water utility in the state, providing safe, clean, reliable and affordable water and wastewater services to approximately 3 million people. For more information, visit www.newjerseyamwater.com and follow New Jersey American Water on LinkedIn, Facebook, X and Instagram. SOURCE American Water |
|||
|
Saved
2026-07-09 20:25
30d ago
Published
2026-07-09 15:05
1mo ago
|
New York Times says OpenAI hid evidence in ChatGPT copyright trial | FMP Stock News | |
|
Original source text
The New York Times and The Daily News claim that OpenAI has been lying about its ability to search customer chat log data and training datasets for their copyrighted works. It’s the latest escalation in a two-year lawsuit against the AI firm for allegedly violating copyright law by training its generative AI models on the Times’ content and reproducing that journalism in user outputs.Throughout the case, OpenAI has argued that it lacked the ability to search its own training corpus. It also argued that searching or producing its massive collection of ChatGPT conversations would be technically burdensome and would raise user-privacy concerns because the logs would need to be retrieved, processed, and de-identified. The outlets sought that data to determine whether their copyrighted journalism was present in OpenAI’s training dataset and whether and how often ChatGPT generated responses using or reproducing their content. In an April court-ordered deposition, OpenAI data privacy engineer Vinnie Monaco allegedly revealed that OpenAI had already conducted internal searches and evaluations of its training corpus to search for copyrighted journalism works. Monaco’s deposition also allegedly revealed that, beginning before the NYT filed its lawsuit, OpenAI had already amassed a database of about 78 million de-identified ChatGPT conversations that it was using internally to determine how much it was infringing on others’ works. On top of that dataset, OpenAI also allegedly implemented a “Bloom” filter as part of a set of tools called “Project Giraffe,” which detected and kept a record of regurgitation in outputs, shortly after the lawsuit was filed. Those last two revelations are particularly significant. The plaintiffs had originally asked OpenAI to provide a sample of 120 million chat logs, but OpenAI had negotiated to bring the sample down to just 20 million. OpenAI finally submitted that sample to the courts last December, but it had allegedly included so many redactions as to render the sample “unusable,” in the court’s words. The plaintiffs also claimed OpenAI deleted billions of ChatGPT outputs after they filed suit in direct violation of the court’s preservation order, and that the AI giant substituted millions of logs in the requested sample. In other words, they claim OpenAI made it needlessly difficult to obtain information that the company had already collected. “If OpenAI genuinely believed that copying our clients’ journalism was fair and legal, it wouldn’t have hid the truth about having done it,” Ian B. Crosby, lead counsel for the plaintiffs, said in a statement. Now, the NYT and The Daily News are asking the judge to discipline OpenAI for allegedly withholding evidence and messing with the discovery process. They are asking the court to prevent OpenAI from using the 20 million chat log sample as evidence, claiming it is unreliable; to accept as fact that ChatGPT logs would have shown major regurgitation and grounding of the plaintiffs’ content; to prevent OpenAI from arguing that its provided chat logs don’t demonstrate substantial regurgitation; and to make OpenAI pay legal fees for having to chase down this evidence. In a statement, OpenAI spokesperson Drew Pusateri denied the allegations, accusing the Times of trying to access private user conversations as its case weakens. “As the Times’ case weakens and they’ve been forced to drop claims against us, they’re persisting with their efforts to invade the privacy of people who have nothing to do with this case, including by making these blatantly false allegations,” Pusateri said. “We’ll continue defending our users’ privacy and the long-established principles of fair use.” When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence. Rebecca Bellan is a senior reporter at TechCrunch where she covers the business, policy, and emerging trends shaping artificial intelligence. Her work has also appeared in Forbes, Bloomberg, The Atlantic, The Daily Beast, and other publications. You can contact or verify outreach from Rebecca by emailing [email protected] or via encrypted message at rebeccabellan.491 on Signal. |
|||