On Wednesday, July 8, Broadcom (NASDAQ: AVGO) stock received potentially powerful tailwinds when the blue-chip technology giant Apple (NASDAQ: AAPL) announced it would be increasing its spend with the company.
According to the press release, the iPhone makers agreed to boost spending and now expect the deal to exceed $30 billion in an effort to bolster production of chips in the U.S.
Perhaps most notably, the agreement – which is part of Apple’s commitment to invest $600 billion in the American economy across four years – will involve a $1.5 billion capital expenditure (CapEx) investment earmarked for expansion and modernization of Broadcom’s facilities in Fort Collins, Colorado.
Still, despite the scale of the deal, the question of whether AVGO is a ‘Buy’ after the announcement remains open given the equity’s performance so far in 2026.
To begin with, the initial investor reaction to the Apple press release appears to have been generally positive. Indeed, the news accelerated Broadcom stock’s weekly rise, pushing the shares 4.38% into the green on the weekly chart.
AVGO stock price one-week chart. Source: Google The rally has not only been especially pronounced on Wednesday – amounting to 4.83% and leaving AVGO at $388.69 at the closing bell – but has also extended into the Thursday pre-market with an additional 1.35% rise to $393.94.
Furthermore, William Blair’s Sebastien Naji came out with a ‘Buy’ recommendation on July 8, not only indicating positivity toward the deal but also reinforcing the already bullish Wall Street expert attitude toward Broadcom.
Wall Street sets Broadcom stock price target for the next 12 months. Source: TipRanks Indeed, the equity is overall considered a ‘Strong Buy’ and expected to rise 32.99% to $516.91 in the next 12 months, based on the data on institutional experts retrieved by Finbold from TipRanks on July 9.
Lastly, Broadcom stock technical analysis (TA) indicates that the Apple deal is likely to reflect positively on AVGO shares’ performance, considering the tailwinds will contribute, rather than trigger a bullish turn.
Broadcom stock technical analysis. Source: TradingView Specifically, data Finbold retrieved from TradingView on July indicates that the technology giant has generally remained a ‘Buy’ based on the last 24 hours, last week, and the last month in the market with both oscillators and moving averages (MA) positioning it as such.
Featured image via Shutterstock
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While temperatures have been scorching across much of the U.S., AI chip stocks have cooled off, with the sector facing increased selling pressure this summer. The dip appears largely centered on concerns that AI infrastructure spending could slow. However, hyperscalers have largely indicated that their capital expenditures will only increase next year, and Bank of America recently projected that worldwide, cloud and AI data center capex will jump by 40% to 50% year over year to around $1.5 trillion in 2027.
With data center infrastructure spending still booming, this pullback could be a great chance to scoop up these three AI semiconductor stocks.
1. Nvidia: Still leading the way
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Nvidia (NVDA +3.74%) remains the king of AI infrastructure, and following the pullback, it trades at just 15 times analysts' estimated earnings for its fiscal 2028 (which ends in January 2028). That's a bargain for a company that is still delivering rapid revenue growth, including 85% growth last quarter.
What I really like about Nvidia, though, is how the company has quietly transformed itself into a complete AI infrastructure package. The company's graphics processing units (GPUs) remain its biggest revenue driver, and its ubiquitous CUDA software platform provides a wide moat for its chips in AI model training.
However, the company also has a top-notch networking portfolio; its "acquisition" of Groq gave it a chip designed specifically for inference; and it's diving headfirst into the data center central processing unit (CPU) market, which is set to boom as the use of agentic AI takes off. This lets it offer complete end-to-end systems for specific AI tasks and should help drive continued strong growth.
At its current valuation, Nvidia is a stock to own.
2. AMD: Riding inference and agentic AI trends
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Advanced Micro Devices (AMD +0.37%) stock has been hot this year, but it, too, has pulled back from its highs. The exciting thing about AMD is that it is riding two of the most powerful trends in AI right now.
The first is inference, where its GPUs compete well against Nvidia's offerings, given their chiplet design, which allows them to be packaged with more memory. AMD has formed partnerships with OpenAI and Meta Platforms, and big orders for its newest GPUs should begin shipping soon. It's also been reported that it may have a deal with Anthropic.
On top of that, AMD is a leader in data center CPUs.
Because CPUs are the right hardware for managing AI agents, the number of CPUs used in AI data centers is expected to skyrocket. Where previously, the ratio of GPUs to CPUs in AI data center servers built for training stood at 8:1, experts foresee that ratio evolving to 1:1 with infrastructure designed to support agentic AI. AMD sees the total addressable market for data center CPUs growing at a 35% annualized rate to $120 billion by 2030.
Between its GPU and CPU opportunities, AMD looks poised for strong growth.
Image source: Getty Images.
3. Broadcom: The custom chip leader
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Broadcom (AVGO +5.00%) is another company on the verge of explosive revenue growth that has been caught in the AI infrastructure sell-off. The pullback in the stock has taken its valuation down to just 19 times analysts' earnings estimates for its fiscal 2027 (which ends in November 2027).
However, the company should see its custom chip revenue surge to well over $100 billion next year. That's more than the nearly $64 billion in total revenue it generated last year and five times the AI revenue it produced. The company's custom chip business is taking off with the success of Alphabet's Tensor Processing Units (TPUs), which it helped the search leader develop. That has led to other hyperscale customers turning toward its ASIC (application-specific integrated circuit) services to help them develop custom AI chips.
Broadcom has also been a leader in data center networking. This is a fast-growing business that can also tie directly into its custom chip business. Given the company's growth prospects, the stock is just too cheap at these levels.
SAN DIEGO, July 09, 2026 (GLOBE NEWSWIRE) -- The law firm of Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, both dates inclusive (the “Class Period”), have until Friday, August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox as well as certain of Roblox’ top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.
The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox’ bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be “enormously bullish” on their tech rollouts as well as claiming to be able to “rely on [their] tremendous organic growth”; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform’s ratings, engagement, and overall public perception.
On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world’s leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs’ firms in the world, and the Firm’s attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
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DUBLIN, Ohio, July 9, 2026 /PRNewswire/ -- Cardinal Health (NYSE: CAH) plans to release fourth-quarter and year-end financial results for its fiscal year 2026 on August 11, prior to the opening of trading on the New York Stock Exchange. The company will webcast a discussion of these results beginning at 8:30 a.m. Eastern.
To access the webcast and corresponding slide presentation, visit Cardinal Health's Investor Relations page. No access code is required. Presentation slides and a webcast replay will be available on the Investor Relations page for 12 months.
About Cardinal Health
Cardinal Health is a distributor of pharmaceuticals and specialty products; a supplier of home-health and direct-to-patient products and services; an operator of nuclear pharmacies and manufacturing facilities; a provider of performance and data solutions; and a global manufacturer and distributor of medical and laboratory products. Our company's customer-centric focus drives continuous improvement and leads to innovative solutions that improve people's lives every day. Learn more about Cardinal Health at cardinalhealth.com and in our Newsroom.
Collaboration advances on-site energy deployment through aligned electrical infrastructure and fuel cell technologies July 09, 2026 07:00 ET | Source: FuelCell Energy, Inc.; Siemens
WENDELL, N.C. and DANBURY, Conn., July 09, 2026 (GLOBE NEWSWIRE) -- Siemens and FuelCell Energy, Inc. (Nasdaq: FCEL) have announced a collaboration to accelerate the growth of fuel cell-based power generation. The agreement aligns electrical design and supply with fuel cell technologies to support deployment of distributed energy systems.
As part of the collaboration, formalized in a memorandum of understanding, Siemens will design and supply electrical balance of plant (EBOP) systems for fuel cell installations, supporting the rapid deployment of 100+ MW commercial projects.
Siemens’ expertise in EBOP design and integration supports its position as a premier provider of electrical infrastructure for fuel cell-based power solutions. A leading turnkey fuel cell power producer, FuelCell Energy designs, manufactures, operates, and services fuel cell power plants for a range of mission-critical applications globally, including data centers, industrial facilities, utilities, and other distributed generation customers.
The work includes joint project development spanning engineering, integration, and delivery of distributed energy systems incorporating fuel cells, battery energy storage, microgrid controls, and medium-voltage electrical equipment. The companies will evaluate opportunities to scale and deploy solutions that improve timelines, reduce costs, and increase deployments.
“The rapid growth of electrification and distributed energy is redefining how power must be delivered at scale,” said Kevin Brown, Head of Sustainability Solutions, Electrification and Automation, at Siemens Smart Infrastructure USA. “By combining FuelCell Energy’s fuel cell technology with Siemens’ electrical infrastructure, service, and integration expertise, we can deliver scalable, on-site power solutions for energy-intensive applications – helping customers deploy power faster, scale with confidence, and advance their transition to lower-emission, more resilient energy systems.”
FuelCell Energy’s Chief Product and Technology Officer, Shankar Achanta, said, “This collaboration with Siemens enables us to deliver what the market has been asking for—bringing generation and electrical infrastructure together into a single, scalable solution. For customers, that means reliable, on-site power that is faster to deploy and built to scale, beginning with the data centers driving today’s demand.”
Additional efforts include pilot projects and solution development initiatives to assess new applications for fuel cell systems and electrical infrastructure, including medium-voltage DC power delivery and modular electrical systems. The agreement defines a path to transition successful pilot outcomes into full-scale commercial deployments, including the identification of target markets and deployment approaches.
Press Contacts
About Siemens
Siemens Corporation is a U.S. subsidiary of Siemens AG, a leading technology company focused on industry, infrastructure, transport, and healthcare. The company’s purpose is to create technology to transform the everyday, for everyone. By combining the real and the digital worlds, Siemens empowers customers to accelerate their digital and sustainability transformations, making factories more efficient, cities more livable, and transportation more sustainable. A leader in industrial AI, Siemens leverages its deep domain know-how to apply AI – including generative AI – to real-world applications, making AI accessible and impactful for customers across diverse industries. Siemens also owns a majority stake in the publicly listed company Siemens Healthineers, a leading global medical technology provider pioneering breakthroughs in healthcare. For everyone. Everywhere. Sustainably.
In fiscal year 2025, which ended on September 30, 2025, the Siemens Group USA generated revenue of $24.427 billion with 25 manufacturing sites across the U.S. and more than 50,000 employees serving customers in all 50 states and Puerto Rico.
Siemens Smart Infrastructure (SI) is shaping the market for intelligent, adaptive infrastructure for today and the future. It addresses the pressing challenges of urbanization and climate change by connecting energy systems, buildings, and industries. SI provides customers with a comprehensive end-to-end portfolio from a single source – with products, systems, solutions, and services from the point of power generation all the way to consumption. With an increasingly digitalized ecosystem, it helps customers thrive and communities progress while contributing toward protecting the planet. To protect this journey, we foster holistic cybersecurity to ensure secure and reliable operations. Siemens Smart Infrastructure has its global headquarters in Zug, Switzerland, and its U.S. corporate headquarters in Peachtree Corners, Georgia, USA. As of September 30, 2025, the business had around 79,400 employees worldwide.
About FuelCell Energy
FuelCell Energy, Inc. (NASDAQ: FCEL) is an American clean energy technology company delivering continuous, scalable baseload power for mission-critical applications globally. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emissions power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems—backed by global fuel cell deployments approaching one gigawatt. Learn more at www.FuelCellEnergy.com.
A Polestar 4 electric car is on display at the Everything Electric North show in Harrogate, Britain May 8, 2026. REUTERS/Temilade Adelaja/File Photo Purchase Licensing Rights, opens new tab
CompaniesSTOCKHOLM, July 9 (Reuters) - Sweden's Polestar (PSNY.O), opens new tab reported a 4% fall in quarterly sales volumes on Thursday, weeks after the EV maker was handed a U.S. market ban starting in the 2027 model year, adding to its ongoing struggles to turn a profit.
In the face of uncertain global EV demand, the company has shifted its emphasis on the European market, which accounted for 80% of its sales in the first half of the year.
Stay up to date with the latest news, trends and innovations that are driving the global automotive industry with the Reuters Auto File newsletter. Sign up here.
The U.S. Commerce Department in June denied Polestar authorization under the Connected Vehicles Rule, which restricts cars with connected-vehicle technology tied to China.
The decision bars the EV maker, majority-owned by China's Geely Holding [RIC:RIC:GEELY.UL], from the U.S. market from the 2027 model year, unlike sister brand Volvo Cars (VOLCARb.ST), opens new tab, which received special authorization a month earlier.
Polestar said it will continue to sell off its existing Polestar 3 and Polestar 4 inventory in the U.S., maintain access to its service network and continue selling second-hand cars.
The ban raises questions about the future production of the Polestar 3, its only U.S.-manufactured model.
Second-quarter sales fell to 17,296 cars, compared with 18,026 vehicles sold in the same period last year.
Earlier in the day, Porsche (P911_p.DE), opens new tab - a key rival with its Macan and Taycan models - reported a first-half delivery decline, citing market pressure in China and the expiration of U.S. tax credits for EVs.
Amid tariff pressures, Polestar has opted to refresh aging models rather than launch entirely new ones. The company in February announced refreshed versions of its best-selling Polestar 2 and Polestar 4 models over the next year.
In May, Polestar reported a bigger first-quarter loss, as pricing pressure and U.S. tariffs offset stronger sales.
"The first customer deliveries of Polestar 5 are set to start and production of the Polestar 4 SUV has started, with first deliveries expected during the fourth quarter," Polestar CEO Michael Lohscheller said.
Reporting by Anhata Rooprai in Bengaluru and Marie Mannes in Stockholm; Editing by Vijay Kishore
Our Standards: The Thomson Reuters Trust Principles., opens new tab
President Donald Trump has been more involved in the stock market than past presidents.
He's made some timely calls, notably telling investors to buy stocks after the market meltdown in April when he announced high tariff rates on most of the country's major trading partners.
The Trump administration has also had the U.S. government take stakes in companies it deems imperative to national security. Some of the government's picks, like Intel, have turned into extraordinary investments.
Recently, Trump has been touting and buying Dell (DELL +3.69%) stock. Should you?
Image source: Joyce N. Bhoghosian.
Why does Trump like Dell? Michael and Susan Dell donated $6 billion to power the new Trump Accounts, which are tax-advantaged accounts that parents can use to start building savings for their children as soon as they are born.
Eligible newborn babies born between the start of 2025 and the end of 2028 can also receive a free $1,000 contribution to the accounts.
"Go out and buy a Dell computer," Trump, who made a similar pitch in May, said on July 6. "We're going to get him that money back one way or the other -- and then I'll ask for another $6 billion. ... We'll start the whole process all over again."
Although the U.S. government doesn't hold a stake in Dell, 2025 financial disclosures show that Trump made 24 trades in Dell last year, with $545,000 in net purchases.
Dell has benefited from the AI trade Trump's bullish calls may help Dell, but the company has already benefited immensely from its involvement in the artificial intelligence trade, with the stock up more than 230% this year.
Similar to other AI plays that have done well, Dell is a pick-and-shovel play. The company builds servers that house graphics processing units (GPUs). Dell's servers help the GPUs run properly by cooling them, managing power distribution, and connecting them to other GPUs and storage within data centers.
So, as GPU clusters scale, Dell sees more demand for its servers. In Dell's first fiscal quarter of 2027, which ended May 1, revenue surged by 88% year over year, while diluted earnings per share surged 282%. More than 37% of Dell's total first-quarter revenue came from AI servers alone.
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After the earnings report, Piper Sandler analyst James Fish raised his price target on Dell to $497, implying about 19% upside from the July 7 closing price of about $417.
"This was not just a one-quarter phenomenon either, as the team is seeing backlog and pipelines outpace sales growth, though admitting that some of this is due to net pull-in of demand given the ongoing supply chain issues across the space and raised pricing," Fish wrote in his research note at the time.
One issue with Dell is that it's not exactly a high-margin story. Even as revenue has surged, the company's gross margin has declined by more than 300 basis points from 21.1% a year ago to 17.8% in its first quarter.
Should you buy the stock? The company's valuation reflects some of the margin issues. Dell trades at about 21 times forward earnings and 1.6 times forward sales, which isn't low per se, but not nearly as high as some other high-flying AI stocks.
Dell also has a large personal computer business, which, while no longer the company's main focus, remains a segment that management hopes to rejuvenate. The company wants to offer products with greater variety in price points and features.
While I am wary of all companies whose stocks have ripped higher on the AI trade right now, Dell by no means trades at an outlandish valuation compared to others. However, if you do buy the stock, I would dollar-cost average to smooth out your cost basis over time, as AI names are likely to experience high volatility.
So far this month, Cathie Wood's various Ark exchange-traded funds (ETFs) have bought about $9.1 million worth of stock in Kratos Defense & Security Solutions (KTOS +0.08%). With her recent buying, the position has grown to be the tenth largest across all Ark Invest ETFs, worth just north of $110 million as of the time of this writing.
That's a lot of enthusiasm for a defense company whose shares are down more than 33% this year. Yet even after that decline, it still trades at nearly 300 times trailing earnings -- a hefty premium. If you're wondering what Wood is seeing that other investors are overlooking, here are three reasons why the stock may be a buy.
Image source: Getty Images.
Drones have proven their worth The Iran and Ukraine wars have shown the importance of drones, which have evolved from expensive supporting assets into the central drivers of attrition, surveillance, and strategy on the 21st-century battlefield. Drones that are (relatively) cheap have often defeated costly electronic defense systems, inverting the economics of air defense.
Kratos specializes in tech-driven defense hardware, including artificial intelligence-controlled combat drones priced at $3 million to $5 million, significantly less expensive than manned fighter jets, which cost more than $100 million apiece. The company had a $2 billion backlog of orders as of the end of the first quarter, and the Pentagon's fiscal 2027 budget request includes more than $70 billion specifically for military drones and anti-drone weapon systems, the technologies that Kratos directly addresses.
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Kratos's Valkyrie XQ-58A has established the company's competitive edge as a proven supplier in the evolving drone warfare landscape. It's designed to fly sorties in conjunction with crewed fighter jets, during which it can scout ahead, absorb enemy fire, and deploy weapons.
The company, recognizing the rising demand for drones from the Pentagon and America's international allies, announced on July 6 that it is building a 106,000-square-foot expansion of its Oklahoma City manufacturing plant to increase jet drone production.
Kratos is a key player in the drone trend Kratos is seen as an Nvidia equivalent in the drone warfare arena -- a key player in a field where artificial intelligence capabilities are redefining operational effectiveness. As the U.S. military increases its use of drone technology, it is looking for cost-effective solutions of a type that larger defense contractors have struggled to provide.
Kratos is expected to face increased competition from the likes of General Atomics, Anduril Industries, and Boeing, but its specialization in affordability and its rapid product development cycles give it a strategic edge. As military operations continue to adapt to the realities of modern warfare, companies that can deliver effective solutions at lower costs will likely capture larger portions of defense spending.
Kratos is already financially on solid ground For the first quarter, Kratos reported revenue of $371 million, up 22.6% year over year, while earnings per share rose by 133% to $0.07. The company is forecasting full-year revenue between $1.7 billion and $1.76 billion, up 29% at the midpoint. It also predicts that its adjusted earnings before interest, taxes, depreciation, and amortization will land between $170 million and $176 million, up 44% at the midpoint.
The company isn't just a drone manufacturer; it has landed several high-value contracts across its core divisions this year, spanning space systems, rocket propulsion, air defense, and unmanned aerial targets.
Its biggest contract came in March from the U.S. Space Force, a $468 million follow-on Other Transaction Agreement. Kratos will build the essential ground management software and system infrastructure to support the military's Resilient Missile Warning and Tracking satellite constellation in medium Earth orbit.
Buying at the right time Wood knows a good deal when she sees it, and many of her Kratos buys this year have come after the stock has fallen. Kratos operates at the nexus of the long-term trend toward the greater use of unmanned defense hardware.
The company's focus on low-cost manufacturing is endearing it to the Pentagon, and its expansion plans put it on track to scale up drone production. It's also important to note that it has a relatively broad product base, including counter-drone technology and infrastructure that connects orbital satellites to military networks. That diversity should serve the company well in the long run.
While its high price-to-earnings ratio is concerning, it is seen as a growth stock with great long-term potential.
Something changed at Berkshire Hathaway (BRKA 1.02%) (BRKB 1.70%) this year, and the clearest sign of it is not a line in a filing. It is the arrival of a new company in a position near the top of its stock portfolio. For decades, Coca-Cola (KO 0.77%) held a place of honor as Warren Buffett's signature forever holding. It supplied the drinks he sipped on stage at annual meetings and was the business he used to teach investors about brands and moats.
In 2026, a technology company built on search and artificial intelligence passed it in the Berkshire portfolio.
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Greg Abel took over as Berkshire's chief executive on Jan. 1, and he moved with purpose. Across the first quarter, Berkshire more than tripled the size of its Class A holding in Alphabet (GOOG 1.25%) (GOOGL 1.32%) and opened a new Class C position. On June 1, Alphabet announced an $80 billion equity raise to fund its AI infrastructure, and Berkshire stepped in as an anchor investor with a $10 billion private placement, split between Class A and Class C shares. That deal, disclosed in Alphabet's own SEC filing, pushed the combined stake past $40 billion -- a mark that clears the Coca-Cola position Buffett spent a career defending.
Image source: Getty Images.
The private placement deal is the part I keep returning to. Berkshire did more than buy Alphabet stock on the open market. It supplied growth capital directly to one of the largest companies on Earth at a discount to the market price to help fund the build-out of data centers and compute infrastructure. Buffett wrote very few checks like that for public companies. Abel did it in his first six months.
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The business behind Berkshire's Alphabet bet The results give Abel cover. In Q1, Alphabet reported revenue of $109.9 billion, and Google Cloud revenue crossed $20 billion in a single quarter for the first time. Its cloud backlog -- future contracted revenue the company has yet to record -- climbed above $460 billion.
For newer investors, that backlog matters because it represents demand for AI infrastructure that customers have signed and paid for in advance. That's not a forecast. The search segment carries the business, and it commands most of the world's query traffic. That is the durable advantage Buffett and Charlie Munger admired, even as they confessed, for years, that they had missed out on investing in Google.
The bull case for this move has holes worth naming. Concentration cuts both ways. A bigger Alphabet position means a bigger dependence on one stock and one AI thesis. Alphabet plans to spend $180 billion or more on capital expenditures this year, and that spending will reward shareholders if AI demand holds. Regulators continue to circle the search and advertising business. A discounted private placement helps Berkshire, yet it dilutes existing Alphabet holders.
For investors, the takeaway is less about Alphabet's chart and more about what Abel is telling you. He will concentrate, act quickly, and buy into technology companies that Buffett largely avoided. Watch for Berkshire's next move. With its cash stockpile near $400 billion, this may just have been the opening one.
SAN FRANCISCO, July 09, 2026 (GLOBE NEWSWIRE) -- Girard Sharp LLP, a national investment, securities, and consumer class action firm, is investigating potential securities claims on behalf of former Berry Global Group, Inc (“Berry”) investors who received shares of Amcor plc (“Amcor” or the “Company”) in connection with Amcor’s acquisition of Berry on April 30, 2025 (“Merger”).
AMCOR STOCK DECLINES FOLLOWING APRIL 2025 MERGER
Amcor is a Switzerland–based global packaging company that develops and manufactures packaging solutions across a wide range of market segments, including healthcare, agriculture, and food service. The Company states, “As a global leader in packaging solutions for consumer and healthcare products, our industry-leading innovation capabilities, global scale and technical expertise help our customers grow and meet the needs of millions of consumers every day.” Since the closing of the Merger, the Company’s stock price has declined in value.
If you are a former Berry Global investor with losses, please fill out this form, email [email protected], or call (866) 981-4800 for a free consultation.
Why Girard Sharp?
Girard Sharp represents investors, consumers, and institutions in class actions and other complex litigation nationwide. We recently obtained a $36.5 million securities settlement against Maxar Technologies, a space imagery company, after its share price collapsed following its acquisition of DigitalGlobe. Our attorneys have obtained multimillion-dollar recoveries for victims of unfair and deceptive practices in antitrust, financial fraud, and consumer protection matters against some of the country’s largest corporations, including Raymond James, John Hancock, and Sears. Girard Sharp has earned top-tier rankings from U.S. News and World Report for Securities and Class Action Litigation and has been repeatedly selected as an Elite Trial Lawyers finalist by the National Law Journal.
, /PRNewswire/ -- Wesco International (NYSE: WCC) will hold its second quarter 2026 earnings conference call on Thursday, July 30 at 10 a.m. ET. The live audio webcast of the earnings presentation can be accessed at https://investors.wesco.com where related materials will be posted prior to the presentation, and a replay of the webcast will be available.
Image reads Wesco second quarter earnings call will take place on Thursday, July 30 at 10 a.m. ET. About Wesco
Wesco International (NYSE: WCC) builds, connects, powers and protects the world. Headquartered in Pittsburgh, Pennsylvania, Wesco is a FORTUNE 500® company with approximately $24 billion in annual sales in 2025 and a leading provider of business-to-business distribution, logistics services and supply chain solutions. Wesco offers a best-in-class product and services portfolio of Electrical and Electronic Solutions, Communications and Security Solutions, and Utility and Broadband Solutions. The Company employs approximately 21,000 people, partners with the industry's premier suppliers, and serves thousands of customers around the world. With millions of products, end-to-end supply chain services, and significant digital capabilities, Wesco provides innovative solutions to meet customer needs across commercial and industrial businesses, technology companies, telecommunications providers, and utilities. Wesco operates more than 700 sites, including distribution centers, fulfillment centers, and sales offices in approximately 50 countries, providing a local presence for customers and a global network to serve multi-location businesses and global corporations.
CAMBRIDGE, Mass., July 09, 2026 (GLOBE NEWSWIRE) -- Akamai (NASDAQ: AKAM) has been named a Customers’ Choice in the 2026 Gartner Peer Insights Voice of the Customer for Edge Distribution Platforms.
Edge distribution platforms are highly distributed, edge-based, integrated networks and cloud delivery infrastructures that provide the following as-a-service functionality: edge compute and storage, web application and perimeter security, content and API acceleration, data and analytics, and AI application infrastructure.
The Gartner Peer Insights Customers’ Choice recognizes vendors in this market based on reviews from verified end-user professionals. The Customers’ Choice distinction takes into account both the number of reviews and the overall user ratings. To ensure fair evaluation, Gartner maintains rigorous criteria for recognizing vendors with a high customer satisfaction rate.
“As organizations scale AI inference close to users and accelerate edge native application deployments, we believe this customer-driven distinction reinforces Akamai’s role as a trusted partner for enterprises modernizing legacy applications with distributed, edge-focused architectures,” said Adam Karon, Chief Operating Officer and General Manager, Cloud Technology Group, at Akamai. “We believe it’s a reflection of our commitment to delivering world-class products with an outstanding customer experience supporting them, in service of the world’s most incredible and demanding customers.”
Akamai’s placement in the quadrant is determined directly by verified enterprise practitioners worldwide. Key data points from customers include:
Deep customer confidence: Akamai received an overall rating of 4.7 out of 5 stars based on 85 eligible published enterprise reviews.Exceptional customer satisfaction: 71% awarded Akamai a perfect 5-star rating, underscoring overwhelming satisfaction with performance consistency and enterprise controls.Strong peer endorsement: 91% of reviewing industry professionals expressed an explicit “Willingness to Recommend” Akamai’s platform to their peers.Category excellence: Akamai received a 4.7/5 score for both Product Capabilities and Deployment Experience. Testimonials from Akamai customers
Below is a sample of the testimonials from Akamai customers that contributed to the report:
“It is a robust, enterprise-grade platform with a massive global reach that delivers exactly what it promises: unmatched reliability and resilience during peak traffic periods.” — IT Manager, IT Services“Akamai CDN is a critical platform for delivering and protecting the majority of the firm’s web applications. The service is highly responsive and adapts quickly to emerging attack patterns. Akamai consistently operates effectively and reliably, delivering strong security outcomes without the unnecessary marketing fanfare.” — VP, Engineering, Finance“Akamai CDN has been a game changer for our global content delivery strategy. The platform offers unparalleled reliability and a massive edge network that significantly reduces latency for our end users.” — IT Security & Risk Management Associate, Banking
Disclaimer
Gartner and Peer Insights are trademarks of Gartner, Inc. and/or its affiliates. The Gartner Peer Insights Customers’ Choice badge is a trademark and service mark of Gartner, Inc. and/or its affiliates and is used herein with permission. All rights reserved. Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose. Gartner, Voice of the Customer for Edge Distribution Platforms, Peer Community Contributor, June 30, 2026.
About Akamai
Akamai is the cybersecurity and cloud computing company that powers and protects business online. Our market-leading security solutions, superior threat intelligence, and global operations team provide defense in depth to safeguard enterprise data and applications everywhere. Akamai’s full-stack cloud computing solutions deliver performance and affordability on the world’s most distributed platform. Global enterprises trust Akamai to provide the industry-leading reliability, scale, and expertise they need to grow their business with confidence. Learn more at
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Copyright 2026 Zacks Investment Research 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.94% per year. These returns cover a period from January 1, 1988 through June 1, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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Here are five stocks added to the Zacks Rank #1 (Strong Buy) List today:
Protagonist Therapeutics, Inc. (PTGX - Free Report) : This biotechnology company has seen the Zacks Consensus Estimate for its current year earnings increasing 12.7% over the last 60 days.
DHI Group, Inc. (DHX - Free Report) : This recruitment technology company has seen the Zacks Consensus Estimate for its current year earnings increasing 6.7% over the last 60 days.
Traeger, Inc. (COOK - Free Report) : This outdoor cooking equipment company has seen the Zacks Consensus Estimate for its current year earnings increasing 7.9% over the last 60 days.
Block, Inc. (XYZ - Free Report) : This fintech company has seen the Zacks Consensus Estimate for its current year earnings increasing 2.6% over the last 60 days.
Alliance Resource Partners, L.P. (ARLP - Free Report) : This diversified natural resource company has seen the Zacks Consensus Estimate for its current year earnings increasing 3.2% over the last 60 days.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Macro Bank (BMA - Free Report) : This leading bank in Argentina has a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.4% over the last 60 days.
Macro Bank has a PEG ratio of 0.59 compared with 0.83 for the industry. The company possesses a Growth Score of A.
Five Below, Inc. (FIVE - Free Report) : This specialty retail company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 10.1% over the last 60 days.
Five Below has a PEG ratio of 0.94 compared with 2.12 for the industry. The company possesses a Growth Score of A.
Dycom Industries, Inc. (DY - Free Report) : This infrastructure services company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 18.1% over the last 60 days.
Dycom Industries has a PEG ratio of 0.69 compared with 1.31 for the industry. The company possesses a Growth Score of A.
See the full list of top ranked stocks here.
Learn more about the Growth score and how it is calculated here.
Artificial intelligence (AI) continues to be one of the driving themes in the stock market. However, the stocks of hyperscalers (owners of large data centers) have often traded very differently from those of AI infrastructure players during this tech bull market.
AI infrastructure stocks have received the most love from investors, as makers of chips, servers, and networking hardware have been huge beneficiaries of the spending to build data centers. At the same time, the hyperscalers that are doing much of that construction often get punished for spending so much on this AI infrastructure. However, the relationship between AI hardware companies and hyperscalers is ultimately symbiotic. If hyperscalers don't get strong returns on their AI infrastructure spending, they will cut back on it. If that happened, the AI infrastructure stocks would take a big hit, as it would greatly impact their revenue and earnings.
With that in mind, let's consider which group of AI stocks looks like the better buy now.
Hyperscalers: The big spenders The category of hyperscalers is led by the big three cloud computing companies: Amazon, Microsoft, and Alphabet. All three share some common traits. In addition to their fast-growing cloud computing units, they also have other strong businesses, such as e-commerce (Amazon), search (Alphabet), and enterprise software (Microsoft).
They also all generate boatloads of operating cash flow that helps them pay for their AI infrastructure spending. When they cut back on their AI data center spending, they will start generating strong free cash flow again as well.
Meta Platforms, which is spending big on AI infrastructure mostly for its own internal use, is also considered a hyperscaler. It has been seeing strong revenue growth in its core social media advertising business, thanks in part to its AI spending, and it recently announced it may enter the cloud computing business by renting out any data center capacity it has that it's not utilizing.
Image source: Getty Images.
AI infrastructure players: The pick-and-shovel plays Hyperscalers' spending is driving strong revenue growth among AI infrastructure companies. Nvidia has been the biggest beneficiary, as its graphics processing units (GPUs) are the most commonly used parallel processors for AI model training. Advanced Micro Devices, meanwhile, has started to gain momentum. The rising volume of inference workloads has lifted demand for its chiplet GPUs, and the outlook for agentic AI demand has data center operators scooping up its CPUs, too. Cerebras Systems, which just went public in May, also has a unique chip offering for inference that could shake up the industry, although right now it's more of a premium, niche solution. Intel and Arm Holdings, on the other hand, are looking toward the data center CPU market to drive strong growth in the coming years.
Both Broadcom and Marvell are benefiting by helping big tech clients design their own custom AI chips, as well as by supplying data center networking and interconnects. These are fast-growing markets that are becoming more important as the sizes of AI chip clusters grow.
Then, of course, there are the memory makers. Micron has been a big winner from the AI build-out, as high-end processors need to be packaged with a special form of dynamic random-access memory (DRAM) called high-bandwidth memory (HBM), and soaring demand for HBM has caused a DRAM shortage, lifting prices and driving strong revenue growth and margin expansion for the companies that sell it. A similar dynamic is also playing out with flash memory (NAND) -- the AI infrastructure build-out has sent demand for massive flash-based solid-state drives (SSDs) soaring. This has led to Sandisk's revenue and gross margins surging.
The verdict While AI infrastructure stocks have been getting most of the love from investors so far, ultimately, it is the hyperscalers that have two ways to win. If they keep getting nice returns on their capex spending, then they will continue to spend and see rapid growth. Meanwhile, they have the option to cut back on their AI infrastructure outlays, which would lead to them generating massive free cash flow. This is why I actually prefer this group.
Among this group, I really like Alphabet and Amazon, since both also enjoy cost advantages from using their own custom AI chips. That said, Meta Platforms and Microsoft also look undervalued.
At the same time, I still think the AI infrastructure players can perform well. Nvidia remains the king of the AI chip space, and I really like the setups for AMD and Broadcom. I also think the market may be underestimating the longevity of the memory supercycle that Micron is enjoying.
Geoffrey Seiler has positions in Advanced Micro Devices, Alphabet, Amazon, Broadcom, and Meta Platforms. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Amazon, Arm Holdings, Broadcom, Intel, Marvell Technology, Meta Platforms, Micron Technology, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. Each of the company logos represented herein are trademarks of Microsoft Corporation; Dow Jones & Company; Nasdaq, Inc.; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc.
Copyright 2026 Zacks Investment Research 101 N Wacker Drive, Floor 15, Chicago, IL 60606
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +23.94% per year. These returns cover a period from January 1, 1988 through June 1, 2026. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Zacks may license the Zacks Mutual Fund rating provided herein to third parties, including but not limited to the issuer.
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Americký výrobce nápojů a potravin PepsiCo zveřejnil výsledky hospodaření za druhé čtvrtletí roku fiskálního roku 2026, které skončilo 13. června 2026. Organické tržby vzrostly o 2,4 %, čímž mírně zaostaly za odhadem analytiků, přičemž segment potravin v Severní Americe organicky klesl o 2 %. Tržby a jádrový zisk na akcii odhady mírně překonaly a společnost potvrdila celoroční výhled organického růstu tržeb.
Výsledky společnosti PepsiCo (PEP) za 2Q FY 2026 2Q FY 2026 Konsensus 2Q FY 2026 2Q FY 2025 Tržby (mld. USD) 24,18 23,95 22,73 Provozní zisk (mld. USD) 4,02 4,06 1,79 Jádrový zisk na akcii (Core EPS, USD/akcie) 2,20 2,19 2,12 Výsledky za 2Q FY 2026 Tržby meziročně vzrostly o 6,4 % na 24,18 mld. USD a překonaly odhad 23,95 mld. USD. Organické tržby vzrostly o 2,4 % (odhad: +2,54 %), přičemž loňský výsledek byl +2,1 %.
Tržby PepsiCo ve 2Q FY 2026 dle segmentů
(mld. USD) Segment Tržby Konsensus Meziroční změna Nápoje Severní Amerika (PBNA) 7,24 7,20 +6,5 % Potraviny Severní Amerika (PFNA) 6,37 6,48 –1,7 % Evropa, Blízký východ a Afrika (EMEA) 4,98 4,89 +9,9 % Potraviny Latinská Amerika 2,94 2,86 +15 % Mezinárodní franšíza nápojů (IB Franchise) 1,52 1,46 +11 % Asie a Tichomoří 1,12 1,06 +12 % Z hlediska organického růstu tržeb si mezinárodní segmenty vedly výrazně lépe než Severní Amerika – mezinárodní franšíza nápojů vzrostla o 9 %, EMEA o 6 % a Latinská Amerika o 4 %. Potraviny v Severní Americe organicky klesly o 2 %, nápoje v Severní Americe vzrostly o 1 %.
Provozní zisk dosáhl 4,02 mld. USD, mírně pod odhadem 4,06 mld. USD. Jádrová provozní marže se meziročně mírně snížila o 40 bazických bodů na 16,8 %.
Výhled na FY 2026 Společnost potvrdila celoroční výhled a nadále očekává:
Organický růst tržeb +2 % až +4 % (odhad: +2,76 %) Růst jádrového zisku na akcii v konstantních měnách +4 % až +6 % Firma zároveň očekává, že ve fiskálním roce 2026 navrátí akcionářům přibližně 8,9 mld. USD, z toho dividendy 7,9 mld. USD a zpětné odkupy akcií 1,0 mld. USD.
Komentář vedení „Výsledky druhého čtvrtletí přinesly silný organický růst objemů i tržeb v segmentech globálních potravin a nápojů. Od začátku roku vzrostl globální organický objem PepsiCo nejvyšším tempem od roku 2022, a to díky síle mezinárodního byznysu a pokračující evoluce portfolia," uvedl předseda představenstva a generální ředitel Ramon Laguarta. „Do budoucna budeme nadále plnit naše strategické priority se zaměřením na akceleraci růstu tržeb – včetně přepozicování vybraných globálních značek, inovací v oblasti funkčních a nových produktů a investic do cenové dostupnosti. Zároveň zvyšujeme produktivitu napříč celou organizací s cílem zlepšit provozní páku," dodal Laguarta.
Akcie PepsiCo Akcie PepsiCo (PEP) v předburzovní fázi obchodování rostou o 1,08 % na 144,03 USD.
Akcie PepsiCo Inc (PEP) před výsledky uzavřely na 142,51 USD Ukazatel Ukazatel Kapitalizace (mld. USD) 194,5 P/E 17,3 Vývoj za letošní rok (%) -0,7 Očekávané P/E 16,6 52týdenní minimum (USD) 133,0 Prům. cílová cena (USD) 165,4 52týdenní maximum (USD) 171,5 Dividendový výnos (%) 4,0 Zdroj: PepsiCo, Bloomberg
Signatera is the first personalized molecular residual disease (MRD) test for solid tumors to receive IVDR certification in the EU
AUSTIN, Texas--(BUSINESS WIRE)--Natera, Inc. (NASDAQ: NTRA), a global leader in cell-free DNA and precision medicine, today announced that Signatera has received certification as a Class C device under the European Union’s In Vitro Diagnostic Regulation (IVDR).
The IVDR represents one of the world’s most rigorous regulatory frameworks for in vitro diagnostic medical devices, replacing the outgoing In Vitro Diagnostic Medical Devices Directive (IVDD). To obtain certification, the Signatera platform — including the assay, specimen collection kit, and associated software — underwent a comprehensive review against some of the most stringent standards in the medical industry, including evidence of analytical and clinical validity, as well as quality system management.
IVDR certification reduces the lead time and regulatory overhead for launching new clinical trials, and it ensures that Natera can continue offering Signatera to EU patients after the IVDD transition deadline in 2028.
Under this certification, Signatera is indicated for use in the adjuvant and surveillance settings across gastrointestinal malignancies, genitourinary malignancies, non-small cell lung cancer, head and neck cancer, breast cancer, skin cancer, gynecological malignancies, diffuse large B-cell lymphoma, indolent non-Hodgkin's lymphomas, and pan-cancer immunotherapy monitoring.
Certification was supported by extensive clinical and analytical evidence demonstrating Signatera’s performance across multiple tumor types and clinical settings. It follows two significant regulatory milestones for the Signatera portfolio: in June 2026, Signatera received approval from Japan’s Pharmaceuticals and Medical Devices Agency (PMDA) for patients with colorectal cancer; and in May 2026, the U.S. Food and Drug Administration approved Signatera™ CDx as a companion diagnostic for patients with muscle-invasive bladder cancer.
“MRD testing is redefining how we assess recurrence risk and guide treatment decisions for patients with cancer,” said Julien Taieb, M.D., Ph.D., head of the gastroenterology and gastrointestinal oncology department at the Université Paris-Cité. “This certification for Signatera is an important milestone as it will enhance access to personalized MRD testing for patients across Europe within a more rigorous regulatory framework.”
“Achieving IVDR certification is a key milestone in Natera’s plan to bring Signatera MRD testing to Europe,” said Solomon Moshkevich, president, clinical diagnostics at Natera. “Backed by extensive clinical evidence across multiple cancer types, this builds on our recent regulatory approvals in both the United States and Japan.”
About Natera
Natera™ is a global leader in cell-free DNA and precision medicine, dedicated to oncology, women’s health, and organ health. We aim to make personalized genetic testing and diagnostics part of the standard-of-care to protect health and inform earlier, more targeted interventions that help lead to longer, healthier lives. Natera’s tests are supported by more than 400 peer-reviewed publications that demonstrate excellent performance. Natera operates ISO 13485-certified and CAP-accredited laboratories certified under the Clinical Laboratory Improvement Amendments (CLIA) in Austin, Texas, and San Carlos, California, and through Foresight Diagnostics, its subsidiary, operates an ISO 27001-certified and CAP-accredited laboratory certified under CLIA in Boulder, Colorado. For more information, visit www.natera.com.
Forward-Looking Statements
All statements other than statements of historical facts contained in this press release are forward-looking statements and are not a representation that Natera’s plans, estimates, or expectations will be achieved. These forward-looking statements represent Natera’s expectations as of the date of this press release, and Natera disclaims any obligation to update the forward-looking statements. These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially, including with respect to our efforts to develop and commercialize new product offerings, whether the results of clinical or other studies will support the use of our product offerings, the impact of results of such studies, our expectations of the reliability, accuracy, and performance of our tests, or of the benefits of our tests and product offerings to patients, providers, and payers. Additional risks and uncertainties are discussed in greater detail in "Risk Factors" in Natera’s recent filings on Forms 10-K and 10-Q, and in other filings Natera makes with the SEC from time to time. These documents are available at www.natera.com/investors and www.sec.gov.
The toy company is recruiting an army of influencers to introduce the squishy stuff's new Blooms line, five years after an earlier bid for adults petered out.
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Skyrocketing demand from artificial intelligence data centers is exacerbating shortages of critical grid equipment like transformers across the U.S., driving up costs, stretching out wait times and spurring utilities and developers to lock in orders far in advance.
Cyprium Metals Ltd (ASX:CYM, OTCQB:CYPMF) has identified extensive copper mineralisation within the historical waste dump at its Nifty Copper Complex in Western Australia, pointing to a potential new feed source for the company’s phased copper cathode restart strategy.
The copper developer said a recent reverse circulation drilling program had targeted visible copper mineralisation in the waste dump next to the historical oxide open pit, with metallurgical test work now planned to assess mineralisation characteristics and leaching performance.
Strong shallow copper hits Drilling returned multiple shallow oxide copper intersections from surface, including 9 metres at 1.00% copper from 0 metres, including 4 metres at 1.83% copper from 2 metres in hole 26NFLG050.
Other key results included 7 metres at 1.11% copper from surface, including 3 metres at 1.55% copper from 2 metres in 26NFLG060; 9 metres at 0.80% copper from surface, including 2 metres at 1.56% copper from 5 metres in 26NFLG021; and 7 metres at 1.03% copper from surface, including 3 metres at 1.71% copper from 1 metre in 26NFLG049.
The main mineralised zone has so far been defined over an area of 750 metres by 250 metres, with Cyprium expecting extensions to the mineralisation. Further drilling will be required to define and infill the zone, while scout drilling has also identified oxide copper intersections requiring follow-up across the broader waste dump.
Main mineralised zone within the Nifty waste dump with key intersections.
Potential feed source for Nifty restart The results are significant because the waste dump sits around 1.2 kilometres from existing heap leach pads via existing haul roads, giving Cyprium a potential above-ground, low-cost oxide copper feed source for the refurbished heap leach and solvent extraction-electrowinning, or SXEW, plant.
The Nifty open pit operated between 1993 and 2003, when material was processed through heap leach and SXEW at copper prices below US$1 per pound. Cyprium said historical mining records are largely absent, but visible copper mineralisation is apparent across large sections of the waste dump.
A total of 133 RC holes for 2,697 metres were drilled in the central waste dump area, with holes completed on a 40-metre by 40-metre grid and infilled to 20 metres by 20 metres in the central area. The program intersected extensive copper oxide mineralisation throughout.
Near surface oxides and mineralised zones within the waste dump have potential to support additional cathode production capacity.
Management sees value in historical material Cyprium executive chairman Matt Fifield said defining mineralised zones within the historical waste dump was “another great example” of the positive outcomes emerging as site work advanced.
“What was set aside in the 1990s as being waste or low grade is now potentially economic – no different to our open pit that has a 0.9% Reserve grade or nearly twice what is often being advanced in greenfield developments today,” Fifield said.
“We’re bringing 2026 market conditions, mechanical horsepower and technology to 1993 geology. Those combinations are helping to build the foundation of Australia’s next great copper company.”
What’s ahead Cyprium will now focus on further drilling in the core waste dump area, where the limits of mineralisation remain undefined, as well as follow-up drilling around mineralisation identified in scout holes.
The company also plans to engage an external technical consultant to prepare a maiden Mineral Resource Estimate for the waste dump mineralised zones, while initial metallurgical test work will assess ore sorting and acid leachability.
About Cyprium and Nifty Cyprium is focused on the phased restart of the Nifty Copper Complex in WA’s Paterson province, about 350 kilometres southeast of Port Hedland. Its Phase 1 Cathode Restart involves re-leaching existing above-ground heap leach pads and refurbishing the SXEW plant to support an initial production capacity of about 6,000 tonnes per annum of copper cathode.
The company is also evaluating opportunities to expand cathode production, including shallow oxide material in the open pit, mineralised zones within the waste dump and the potential to recover copper from existing pads at a higher rate.
Alkane Resources Ltd (ASX:ALK, OTC:ALKEF) has reported further high-grade gold results from near-mine drilling at the Björkdal Gold Mine in Sweden, with new intercepts extending mineralisation at depth and supporting the company’s push to grow resources and mine life.
The latest program comprised 29 growth and infill diamond drill holes for 15,568 metres, focused on the Eastern and Northern extensions of the underground mine.
The work has improved confidence in vein geometry, grade continuity and the structural controls that influence mineralisation.
Alkane has ended FY2026 in the top half of production guidance after delivering 42,491 gold-equivalent ounces in the June quarter and lifting closing cash by $104 million to $432 million.
High-grade hits support extension potential The strongest result came from the Eastern Extension, where drill hole MU25-030 returned 86.1 g/t gold over 1.25 metres, with an estimated true width of 0.80 metres. Other Eastern Extension highlights included 81.3 g/t gold over 4.40 metres, 78.3 g/t gold over 0.30 metres and 39.3 g/t gold over 0.50 metres.
Core tray photograph from MU25-030, where the highest-grade interval of the drill program was intersected.
In the Northern Extension, notable assays included 31.5 g/t gold over 0.85 metres, 25.2 g/t gold over 0.60 metres, 17.1 g/t gold over 0.80 metres and 15.4 g/t gold over 4.00 metres.
Alkane said the drilling had supported grade continuity across both target areas, with high-grade intercepts in the Eastern Extension pushing known mineralisation to 762 metres below surface — the deepest yet recorded in the field.
Eastern Extension delivers deepest intercept Thirteen holes were completed along the eastern flank of the mine for 6,304 metres, targeting strike and depth extensions of Main Zone veining within the underground mine.
The company identified 169 ore-grade intercepts in the target zone, including the standout 86.1 g/t gold result in MU25-030. The program also delivered Björkdal’s deepest intercept to date, with MU25-021 returning 3.5 g/t gold over 3.20 metres at -762 metres elevation.
Northern Extension confirms vein swarms At the Northern Extension, Alkane completed 16 holes for 9,264 metres, with an average hole depth of 580 metres. The program was designed to improve the company’s understanding of vein morphology and structural controls, while testing northern and western extensions of known veining.
Drilling confirmed previously identified vein swarms and strengthened the geological model for the area. A total of 68 ore-grade intercepts were reported, with mineralised veins confirmed up to about 600 metres from existing underground development.
Confidence grows at long-life Swedish asset Managing director and CEO Nic Earner said the results reinforced Alkane’s confidence in Björkdal’s ongoing potential.
“We are encouraged by the results coming from our near mine extension programs at Björkdal. The positive results indicate that the mineral system is still strong and open at depth. These results, together with the new resource at Storheden, support our confidence in the potential to increase production in addition to the longevity of the operation,” Earner said.
Björkdal is in northern Sweden, about 28 kilometres northwest of Skellefteå, and has produced around 1.69 million ounces of gold since mining began in 1988. The operation has a 1.4-million-tonne-per-annum processing plant and is now wholly owned by Alkane following its merger with Mandalay Resources in August 2025.
Alkane said mineralisation remains open at depth and along strike in both the Eastern and Northern extension areas.
In FY27, underground drilling will continue through staged infill and extension programs aimed at improving geological confidence and testing mineralisation continuity. At the Northern Extension, drilling will be supported by a dedicated underground drill platform, while Eastern Extension work will focus on step-out testing to assess the continuity of known vein swarms and refine structural controls.
Kofola rozšiřuje svoji působnost v segmentu vod. Společně s IG Healing Waters (Invest Gate) kupuje obchodní závod společnosti Bohemia Healing Marienbad Waters a.s. (BHMW), producenta značek jako jsou např. Bílinská kyselka, Zaječická hořká a Rudolfův pramen. Konkrétně, kupujícím je společnost European Healing Waters, jejímiž společníky je Kofola a Invest Gate. Kofola v tomto společném podniku drží majoritní podíl.
BHMW je prodávána v rámci insolvenčního řízení. Dokončení transakce tak podléhá zejména schválení věřitelského výboru a insolvenčního soudu. Vypořádání akvizice se očekává v průběhu 3Q 2026, uvedla Kofola ve své tiskové zprávě.
Není to zcela překvapivá zpráva. Kofola společně s Invest Gate projevila zájem o BHMW již loni v červnu. BHMW se v minulosti dostala do problémů se splácením svých dluhopisů a dalších závazků, od loňského června je pak v insolvenčním řízení. Společnost je tedy prodávána v rámci insolvenčního řízení. Cena transakce nebyla zveřejněna, nemůžeme ji tak zcela vyhodnotit, posoudit.
Již dříve jsme uváděli, že BHMW je menší společností, jež v minulých letech dosahovala ročních tržeb v rozmezí 100 – 200 mil. Kč (1 – 2 % celkových tržeb Kofoly). V době standardnějšího vývoje hospodaření s EBITDA ziskem kolem 10 mil. Kč., z dostupných informací však za rok 2023 ztrátová i na provozní úrovni hospodaření. Následné finanční problémy, vysoká zadluženost, poslaly BHMW do konkurzu, resp. insolvenčního řízení.
Předpokládáme, že hodnota transakce se odvíjí od velikosti dluhu. Ten se dle dostupných údajů z minulých let mohl podle našich odhadů pohybovat v řádu středních stovek miliónů korun. Nepředpokládáme zásadnější dopad této akvizice do zadlužení Kofoly.
Podle našeho názoru má Kofola potenciál, z pohledu své velikosti, distribuční a marketingové síly, rozvíjet výše zmíněné značky minerálních a léčivých vod. Jedná se o přirozené doplnění jejího produktového portfolia v segmentu vod, ve kterém má již dlouhodobě výrazné postavení napříč zeměmi, ve kterých působí.
Akcie Kofoly (BABKOFOL) na pražské burze oslabují o 1 % na 489 Kč, na RM-SYSTÉMu klesají o 0,5 % na 493 Kč.
Sandisk (SNDK +6.77%) has been, by far, the best-performing stock in the S&P 500 this year. The flash memory maker has benefited from the ever-growing demand for memory and storage from AI data centers. The deep imbalance between supply and demand has allowed the company to boost its prices to a remarkable degree, and buyers keep snapping up its products.
And memory prices could surge even higher: Morningstar analyst William Kerwin expects to see that they rose by more than 100% overall in Sandisk's just-ended fiscal 2026, and predicts a nearly 100% rise from there in its fiscal 2027.
There's no doubt that's incredibly good for Sandisk's business. But the stock market is always forward-looking. Investors need to ask whether that predicted growth is already priced into the stock and whether the company can exceed expectations.
Image source: Getty Images.
Is Sandisk stock a buy right now? The memory market has a history of being extremely cyclical. When memory is in short supply, prices soar, and producers commit to building new fabrication facilities to meet demand. But as those fabs come online, the market tends to get hit with a glut of supply, and memory prices plunge. In just a few years, companies can go from extremely profitable, like Sandisk is today, to making pennies per share or even losing money.
Sandisk hasn't been trading as a stand-alone company for long -- it was spun off from Western Digital in February 2025 -- so there's not a lot of history to go on. But after that spinoff, Sandisk released some data that gave investors a good look at what a down cycle can look like for the company. It went from a $1 billion net profit in fiscal 2022 to a $2 billion net loss in fiscal 2023. It was still a loss-making operation in fiscal 2024 and fiscal 2025. It wasn't until the current fiscal year that Sandisk began to see demand spike and prices shoot higher, resulting in a strong gross margin and total profits.
When the current cycle collapses, Sandisk could sink back toward unprofitable territory. The company is investing significant amounts in its own operations and its joint venture with Kioxia. It also spends a steady amount -- over $1 billion per year -- on research and development. Those costs are unlikely to change even when revenue starts declining. They didn't in 2023 or 2024.
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Despite management's efforts to mitigate downside risk by signing long-term contracts with large buyers of its memory products, it could face significant pressure on profits as the supply-and-demand imbalance evens out. The long-term trend is for Sandisk to charge less per terabyte of memory over time. So, demand for storage will have to significantly outpace price declines over time, given the company's additional overhead and production costs.
Sandisk stock has sold off by more than 25% from its peak amid a broader semiconductor stock decline. Despite the lower price per share, it still looks fairly expensive for a cyclical stock near the peak of its earnings cycle. Despite the potential for memory prices to double again in the coming year, investors need to consider what comes when the supply-and-demand equilibrium swings back in the other direction. Indeed, Wall Street's estimates for Micron's fiscal 2028 earnings are currently below those for fiscal 2027. And 2029 could see a huge revenue collapse. At the current price, the stock looks far too expensive to take that long-term risk.
Cerebras CEO Andrew Feldman shares European expansion plans at RAISE Summit in Paris to deliver faster AI inference July 09, 2026 03:00 ET | Source: Cerebras Systems Inc.
PARIS, July 09, 2026 (GLOBE NEWSWIRE) -- Cerebras Systems, makers of the fastest AI infrastructure, today announced a major expansion of its European infrastructure footprint. Cerebras will bring its first European data center capacity online by the end of 2026, with rapid build-out across France and the Nordics. The company plans to expand total capacity to 200 MW by the end of 2027, with a portion of that capacity expected to support OpenAI workloads as part of the companies’ existing partnership. The expansion will bring Cerebras’ high-speed AI inference infrastructure closer to European users, helping deliver faster response times for increasingly complex AI workloads.
"We are contracting significant capacity for 2027, with data centers slated for Norway and Finland as we actively build across Europe," said Feldman. “These deployments will enable us to move decisively on what our customers have been asking for: fast, high-performance AI compute located in Europe."
Frontier compute for Europe
As AI models support increasingly complex and interactive workloads, demand for local, low-latency AI infrastructure has surged across European enterprises, research institutions, and governments seeking alternatives to compute capacity concentrated in the U.S. and Asia. Cerebras' wafer-scale architecture is designed to deliver industry-leading inference and training performance, and the company's European build-out positions it to serve this demand directly from within the region.
"Our customers don't just want AI compute. They want it close to home, powered responsibly, and available fast," added Feldman. "This expansion and capacity plan reflects our confidence in Europe as a long-term growth market for Cerebras."
Cerebras at RAISE Summit
Cerebras co-founder and CEO Andrew Feldman will participate on stage at RAISE Summit in Paris, appearing alongside Sachin Katti of OpenAI on July 9 at 12:40 PM CEST.
A live webcast and replay of the event will be available on Cerebras’ Investor Relations site at https://investors.cerebras.ai/.
About Cerebras Systems
Cerebras Systems (NASDAQ: CBRS) is building the world’s fastest AI infrastructure. The Cerebras team of pioneering computer architects, computer scientists, AI researchers, and engineers of all types came together to make AI blisteringly fast through innovation and invention. They believe that when AI is fast, it will change the world. Leading global corporations, research institutes, and governments choose Cerebras to run their AI workloads. Cerebras solutions are available on premises and in the cloud. Learn more at www.cerebras.ai.
Cerebras uses its investor relations page (investors.cerebras.ai), its X account (@cerebras), and its LinkedIn page (linkedin.com/company/cerebras-systems/) to disclose material non-public information and for complying with its disclosure obligations under Regulation FD. Accordingly, investors should monitor these channels, in addition to following Cerebras’ press releases, Securities and Exchange Commission (SEC) filings, public conference calls and public webcasts.
Forward-Looking Statements
This press release contains “forward-looking statements” within the meaning of applicable securities laws. All statements other than statements of historical fact could be deemed to be forward-looking, and are based on current expectations and beliefs of Cerebras’ management, current market trends and market conditions, and involve risks and uncertainties that may cause actual results to differ materially from those contained in the forward-looking statements. These forward-looking statements should not be relied upon as representing Cerebras’ views as of any date subsequent to the date of this press release. Past performance is not necessarily indicative of future results. Cerebras undertakes no intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.
Further information on potential risks that could affect actual results is included in Cerebras’ most recent filings with the Securities and Exchange Commission (the “SEC”), including in Cerebras’ most recent Quarterly Report on Form 10-Q, copies of which may be obtained by visiting Cerebras’ Investor Relations website at investors.cerebras.ai or the SEC’s website at www.sec.gov.
SpaceX's Starship 39 rocket launches from Starbase during the 12th test flight on May 22, 2026. (RONALDO SCHEMIDT / AFP via Getty Images)
Wall Street loves SpaceX stock. The average analyst price target is about $240, valuing Elon Musk’s rocket and AI company a cool $3.2 trillion, more than Microsoft, Amazon.com, or even Tesla.
Facebook and Instagram parent Meta said Wednesday it will invest more than US$9.1 billion to build its first artificial intelligence data center in Canada and its largest outside the United States.
There's a strong case to be made that no company has received as much hype entering the market as Space Exploration Technologies (SPCX 1.02%) SpaceX accomplished the largest initial public offering (IPO) in history and captivated a base of Elon Musk enthusiasts and loyalists.
Because of the Musk connection, people have been using Tesla's (TSLA 2.19%) performance as a benchmark for what could be possible for SpaceX. Tesla's stock has struggled this year (down 12% as of the time of writing), but it has produced generational gains since its June 2010 IPO.
A $1,000 investment in Tesla 10 years ago would be worth around $27,400 today -- impressive to say the least. Can SpaceX duplicate those results over the next decade? Let's take a look.
Image source: The Motley Fool.
The vision for SpaceX as a company At its core, SpaceX is a rocket launch company. That's what it was founded on, and that continues to be its foundation, but it's spreading its wings beyond just that. It offers Starlink -- a leading global broadband provider -- and, after acquiring xAI (the parent company of X, formerly Twitter), has become a respectable player in AI infrastructure.
That's where SpaceX stands today, but as with Tesla, the main appeal is the long-term ambitions it continues to sell to investors. The two ambitions most consistently discussed are putting data centers in space and achieving a multiplanetary civilization (i.e., humans living on Mars).
Neither of those is something I would expect to happen in the next decade (especially a multiplanetary civilization), but the trend for Musk and Tesla has been to sell the dream and vision and buy time with investors. Tangible progress in space data centers will be a must, though.
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What are the chances that SpaceX has a Tesla-like run? SpaceX's stock increasing by over 2,600% over the next decade would be quite the feat, but it would mean averaging 39% in annual returns over that period. That's far from an easy task, but we've seen it done before. In fact, Tesla's stock jumped over 6,100% in its first decade on the market.
We can't predict how any stock will perform, so there are no guarantees. However, if SpaceX were to make it happen, I'd imagine the bulk of those gains would come in the latter half of the decade. Mega-IPOs have a history of underperforming the market in the first few years after listing, and I see SpaceX following a similar path.
I wouldn't invest in SpaceX expecting it to replicate Tesla's run, since it began trading at a much higher valuation than Tesla, which could limit upside. Invest because you believe in the long-term vision, but there's no rush to do so right now. I'd wait until the IPO mania has cooled a bit before purchasing shares.
With all the excitement around Space Exploration Technologies, or SpaceX, still fresh in investors' minds, it's understandable if Tesla (TSLA 2.18%) has somewhat faded from investor attention. However, that shouldn't detract from the fact that there's been news on the company recently, some of it good, some bad, and more to come in the near term.
First, the bad news on Tesla Tesla is behind schedule on its robotaxi rollout. While recognizing that the rollout is not entirely under the company's control, the reality is that investors key in on what management tells them. Unfortunately, Tesla is not a company known for underpromising and overdelivering, especially when it comes to the robotaxi rollout.
Image source: The Motley Fool.
Back on an earnings call in July 2025, CEO Elon Musk said, "I think we'll probably have autonomous ride-hailing in probably half the population of the U.S. by the end of the year." Furthermore, going back to the fourth-quarter earnings presentation in January, the company said the robotaxi "status" for seven cities was "H1 2026." That was later changed to "ramping unsupervised" for Dallas and Houston, and "preparations underway" for Phoenix, Miami, Orlando, Tampa, and Las Vegas.
Having passed the half-year mark, only Miami has been added to the list of cities with unsupervised robotaxis (and only in a limited section of Miami), after Dallas and Houston were added in the first quarter and Austin in the last quarter.
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Does it matter? Whichever way you look at it, Tesla is behind management's previous proclamations on timelines. This matters because investors pencil in the company's earnings and cash flows based on these projections, which then need to be pushed back when timelines are not met. As such, it's not surprising that Tesla's stock price is down 6.7% as of this writing in 2026.
Moreover, investors will need to be patient with robotaxi as Musk was clear in the last earnings call in April that "I think it's not going to make sense for us to deploy unsupervised FSD or robotaxi large scale when we know that there are major architectural improvements to the software that can improve safety," and this implies waiting for v15 of its full-self driving (FSD) software, which Musk expects "hopefully by the end of this year, but certainly by early next year."
Clearly, the key question regarding the robotaxi during the upcoming earnings call is the current status of v15 FSD.
Image source: Tesla.
Tesla's second-quarter delivery total of more than 480,000 blew away the Wall Street consensus of about 406,000. While the bears will be quick to remind the bulls that Tesla isn't a car company (a long-held bullish argument), the reality is that it is good news for Tesla.
Not only does it confirm that the company has moved past the Model Y refresh issue that slowed sales last year, but it also shows it's retaining its market position even as rivals are scaling back their EV plans after failing to gain market share.
Moreover, some back-of-the-envelope calculations show that the 74,000 extra units above Wall Street estimates (assuming an average revenue per unit of $43,000) will result in $3.18 billion in "extra revenue." Given that Tesla's operating cash flow margin was about 15.6% in 2025 and assuming the extra deliveries are capital-spending-neutral, this could result in $500 million in "extra" free cash flow.
That will help derisk Tesla's capital spending plans, which include $25 billion in 2026. As such, the good news on deliveries helps derisk the company's plans.
Microsoft’s warning that the quantum-security clock is moving faster has put a beaten-down quantum stock back on Wall Street’s radar.
Quantum Computing Inc. NASDAQ:QUBT was trading around $8.75 on Thursday, while an average analyst price target on the stock is $18.33, implying roughly 111% upside current levels.
The setup is compelling, but risky, as QUBT is a speculative quantum and security trade, not a proven winner.
The latest catalyst is not coming from Quantum Computing itself, but from Microsoft.
Microsoft said it is accelerating its Quantum Safe Program and now aims to transition products and services to post-quantum cryptography by 2029.
Azure CTO Mark Russinovich wrote that advances in quantum research have “shifted the risk horizon” and that cryptographically relevant quantum computers could arrive sooner than previously expected.
In simple words, the risk is not that quantum computers are breaking encryption today, but attackers can steal encrypted data now and decrypt it later, once quantum machines become powerful enough.
Microsoft called this the “harvest now, decrypt later” problem and said organisations are already prioritising long-lived sensitive data for protection.
The company’s transition plan focuses on practical plumbing with TLS 1.3, crypto-agility, certificate trust chains, code signing, hardware-backed protections and data protection.
That matters for investors because it suggests quantum-safe security is moving from research debate to enterprise budget item.
Quantum Computing Inc. is being watched because it is not pitching itself only as a quantum-computing hardware story.
The portfolio spans integrated photonics, quantum optics, cybersecurity, sensing and secure communications.
Its March 2026 acquisition of NuCrypt added quantum communications technology, in a deal valued at $5 million.
NuCrypt brought systems, products and patents tied to quantum optics, RF-photonics and photonic signal processing.
QUBT then added more manufacturing depth in June by completing its acquisition of NHanced Semiconductors.
The company said the deal provides a foundation for scalable chip manufacturing of its quantum and photonics technologies, supporting commercialisation and a vertically integrated platform spanning research, development and manufacturing.
That is why the Microsoft warning matters. If enterprises, governments and cloud providers start spending more aggressively on post-quantum security, investors may look for smaller pure-play companies with exposure to quantum photonics, secure communications and related infrastructure.
Rosenblatt analyst John McPeake has made that bull case directly.
He said QCi has “legitimate quantum assets across photonics, compute, security, and sensing,” along with thin-film lithium niobate fabrication capabilities that could support integrated quantum photonics, nonlinear optics and optical waveguides.
Analysts see upside, but the stock remains speculativeThe analyst math is where the projected upside comes from.
Benzinga lists a $18.33 consensus price target for QUBT, with a $30 high target from Ascendiant Capital and a $10 low target from Cantor Fitzgerald.
From a stock price near $8.75, that average target points to roughly 111% upside, while the Street-high target implies far more.
Ascendiant Capital’s Edward Woo has been among the more bullish analysts. He reiterated a Buy rating and raised his target to $30 from $27.
Woo said Wall Street’s revenue expectations for QUBT appear achievable, based partly on management conversations and the company’s acquisition-led revenue growth.
Lake Street also remains constructive as the firm reiterated a Buy rating and $16 target after the NHanced acquisition, saying the deal accelerates QUBT’s shift from research and prototyping toward scalable commercial production.
At the same time, the firm noted that the financial contribution from the deal has not yet been quantified, which is an important caveat.
Advanced Micro Devices (NASDAQ: AMD), the world’s second-biggest semiconductor company and one of the best-performing blue-chips in the 2026 stock market, confirmed it would be filing its next earnings report on August 4 in a late Wednesday press release.
The document is likely to prove critical for AMD investors, considering it will come during a period of increased uncertainty regarding the chipmaking industry and the artificial intelligence (AI) boom, and could provide substantial tailwinds to the equity.
Indeed, analysts appear to, on average, be forecasting a substantial rise in earnings per share (EPS) relative to recent quarters, per the data Finbold retrieved from Nasdaq on Thursday, July 9, 2026.
Analysts predict AMD stock Q2 earnings Specifically, after AMD beat the $1.06 prediction for Q1 by announcing an EPS of $1.11, the semiconductor giant is expected to have achieved $1.35 in Q2. If it manages an equal beat to the first three months of 2026, it will have reported $1.41.
AMD stock forecasted and reported EPS. Source: Nasdaq Looking at the recent quarterly filings further reinforces the notion that the August 4 filing will be bullish, considering the company either matched or exceeded expectations in three consecutive reports.
Additionally, AMD itself voiced its optimism regarding the future in its previous call, not only stating it anticipates strong growth to continue, but also to beat analyst revenue expectations of $10.52 billion by achieving $11.2 billion.
Still, it is worth noting that even results above Wall Street consensus might not be as decisive as they appear, with some prominent institutional experts – Gordon Johnson of GLJ Research perhaps being the most notable – opining earlier in 2026 that most targets are deliberately set low enough to guarantee a double beat for some of the most important public firms.
Why Q2 earnings guidance could be most important part of the filing for AMD Elsewhere, the weeks preceding the August 4 filings could prove volatile for AMD stock. June featured a large-scale debate over the costs and benefits of adopting AI, with industry critics such as Ed Zitron suddenly getting significant air time on mainstream media.
While the reported trend of reducing usage of large language models (LLMs) and so-called Agentic AI already cast some doubt on the boom narrative, July allegations that Meta Platforms (NASDAQ: META) is preparing to rent out some of its excess capacity could be even more damaging for semiconductors.
Provided the reports prove correct, it could signal that demand for data center hardware is set for a substantial reduction given the implied oversupply.
Under the circumstances, AMD’s guidance might prove more important than the actual Q2 result due to the recent trends in the space probably not having a bearing on the financials during the three months that ended on June 30.
2026 AMD stock price chart Lastly, signs of uncertainty are already evident in the Advanced Micro Devices stock price chart, considering that, at its latest closing price of $517.14, the equity is nearly 5% below its price in early June.
AMD stock price chart. Source: Google Zooming out reinforces the thesis given that AMD shares managed a remarkable rally since January 2 – the first regular session of 2026 – and remain 131.53% in the green year-to-date (YTD), but have entered an evident slowdown in recent months.
A share of Johnson & Johnson (NYSE: JNJ) paid $0.25 per quarter in dividends in 1999. That same share pays $1.34 per quarter in 2026. The stock price has moved through plenty of cycles since then, but the income stream alone has more than quintupled without the investor doing anything except holding.
That trajectory is the real case for owning smaller dividends that can grow.
The Income Trap Hiding In High Yields Income-focused buyers often gravitate toward 8% to 14% yields offered by covered-call funds, mortgage REITs, and business development companies. Those products can solve cash flow this quarter. They may not solve it 20 years from now if distributions are cut or principal erodes.
Run the numbers on a $500,000 portfolio:
At a 10% static yield: $50,000 in year one and $50,000 in year 15, before any inflation loss or principal change.
At a 1.7% blended yield growing 9% annually: about $8,500 in year one, with the dollar income roughly doubling every eight years.
The dividend grower catches the static 10% yielder after about 21 annual increases and keeps going if the growth rate holds. The shares are still yours, but the key assumption is that the underlying business keeps earning enough to support the higher payout.
Why Growth Beats Headline Yield The compounding mechanic is yield on cost. The quoted yield resets daily against today’s share price. The yield against your original cost rises as the dividend grows. A Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shareholder today collects a quarterly dividend of $0.91 per share, up from $0.08 in 2004.
The long-term return record often reinforces the story, but the comparison has to be made carefully. Price return and total return are not the same, and covered-call ETFs have shorter or different histories depending on the fund. A cleaner test is to compare dividend growers, REITs, BDCs, and covered-call funds over the same dates with distributions reinvested.
Five Real Dividend-Growth Records Johnson & Johnson: recent yield near 2.1%, with 64 consecutive years of dividend increases, Q1 2026 reported sales growth of 9.9%, and the latest quarterly payout lifted to $1.34. Procter & Gamble: recent yield near 2.9%, with dividends paid for 136 consecutive years since incorporation in 1890, 70 consecutive annual increases, and a current quarterly payment of $1.0885. McDonald’s: recent yield near 2.8%, with the quarterly dividend at $1.86 and Q1 2026 consolidated revenue up 9%. Microsoft: recent yield near 1.0%, with the quarterly dividend up from $0.08 in 2004 to $0.91, and an AI business that surpassed a $37 billion annual revenue run rate, up 123% year over year. Visa: recent yield near 0.8%, with its quarterly dividend lifted to $0.67 and fiscal Q2 2026 non-GAAP EPS of $3.31. The blend looks unimpressive on a yield screen. It looks very different on a 25-year income statement. Lowe’s rounds out the same playbook with a quarterly dividend lifted to $1.25 in 2026, a 4% increase from the prior $1.20 payout.
What to Measure Beyond Current Yield Three concrete steps for investors willing to trade headline yield for compounding:
Anchor on actual spending. The income a dividend-growth portfolio has to replace is often lower than gross salary once payroll taxes, retirement contributions, and some work-related costs disappear. Shrinking the income target shrinks the capital target by the same proportion.
Compare total returns across income categories. The 10-year Treasury recently sat near 4.4%, so any higher-yield strategy should be judged against both its income and principal record. A fund that pays a large distribution but loses capital may not be creating as much income as the yield suggests.
If you are within five years of retirement, ladder the transition. Hold growers for the back half of retirement income, and reserve shorter-duration high-yield instruments for the first few years of cash flow where the longevity of the distribution matters less. A 1.7% yield that grows can eventually outperform a 10% yield that stands still, but only if the dividend growth continues long enough. That is the real trade-off. A high yield can solve the first paycheck. A growing dividend can solve the later ones, when inflation and time have done the most damage.
Contact [email protected] for any questions or corrections.
Earnings season is about to begin, and Delta Air Lines (DAL 1.51%) is one of the first big names up. The carrier reports second-quarter results Friday, July 10, before the market opens, among the earliest S&P 500 companies to do so. With the stock up about 35% this year as of this writing, is it worth buying ahead of the report?
Let's look at what Delta told investors last quarter, what it has guided for this one, and how the valuation stacks up.
Image source: Getty Images.
What Delta set up last quarter When Delta reported March-quarter results in April, the headline was demand. Adjusted revenue rose 9.4% year over year to a record $14.2 billion for the period, and adjusted earnings per share came in at $0.64. Free cash flow was a healthy $1.2 billion. The company also kept paying down debt, trimming adjusted net debt to $13.5 billion, below where it stood in 2019.
More important for Friday is what management guided toward for the June quarter. Delta called for revenue up in the low teens year over year, an operating margin of 6% to 8%, and adjusted earnings per share of $1.00 to $1.50. It expects to lead the industry with about $1 billion in profit for the quarter.
CEO Ed Bastian struck a confident tone.
"In the June quarter, we expect to lead the industry with $1 billion of profit," he said in the company's March-quarter release. He added that while a recent fuel spike is pressuring earnings, "this environment ultimately reinforces Delta's leadership."
That last point is the swing factor. Delta's June-quarter guidance already bakes in higher fuel costs. It assumed all-in fuel of about $4.30 per gallon, and management responded by pulling back on capacity growth to protect margins. So the question Friday isn't just how strong demand was. It's whether Delta held its profit line against a costlier fuel backdrop.
It's also worth remembering how Delta makes its money. Beyond main-cabin ticket sales, the airline leans on a lucrative co-branded credit card program and a growing premium-cabin business. Those higher-margin revenue streams are a big reason Delta consistently out-earns the rest of the industry, and they're part of why management can guide to a $1 billion quarter even with fuel working against it.
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Does the setup make the stock a buy? Here's where valuation comes in, and it's the most compelling part of the story. At about $92 per share, Delta trades at roughly 13 times trailing earnings. That's well below the broader market's multiple of more than 20. Rival United Airlines is cheaper still, at about 12 times earnings. In other words, the market is pricing airlines like cyclical, low-quality businesses even as Delta generates industry-leading profits and real free cash flow.
That gap is the bull case. If Delta keeps producing $1 billion quarters and paying down debt, a low-teens earnings multiple looks too cheap for the strongest operator in the group. And the company has given itself levers to defend margins, from cutting capacity to recapturing fuel costs, instead of leaning on strong demand alone.
But should you buy specifically to catch Friday's report?
I'd be careful there. No one can know how a stock will react to a single earnings release, and buying just ahead of one is closer to a coin flip than an investment. Delta delivered last quarter's results within its own guidance despite a fuel spike, but a soft read on demand or an ugly fuel number could send shares lower regardless of how cheap they look.
Overall, I think Delta is an attractive stock at about 13 times earnings for investors willing to hold through the sector's cyclical swings. But the decision shouldn't hinge on Friday's report. Only consider the stock if you like the business and its valuation from a long-term perspective, because there's no way to know how the stock will react after the earnings report drops.
Hewlett Packard Enterprise (HPE +2.76%) has gone from a legacy hardware vendor to an artificial intelligence (AI) infrastructure player in a matter of months. The stock is up 81% year to date, and management recently raised full-year earnings guidance by over 40% after the company blew past expectations in the second quarter.
While the first wave of AI infrastructure spending was dominated by hyperscalers building massive cloud data centers, the second phase is being driven by enterprises building their own on-premises AI capabilities. Running AI workloads with a variety of models on your own hardware is cheaper, and allows companies to protect their intellectual property, data, and competitive advantages.
HPE's timely acquisition of Juniper Networks last year positioned it to benefit from this spending. Businesses are drawn to Hewlett Packard Enterprise's integrated approach, which combines servers, storage, and high-performance networking gear, allowing its customers to build AI factories they control.
Image source: Getty Images.
Why networking drives deal size Running AI requires graphics processing unit (GPU) clusters and networking hardware that communicate without delays. If the network lags, expensive GPUs sit idle.
After adding Juniper's capabilities, HPE can now offer a complete, integrated stack of compute, networking, storage, and private cloud software. Management noted on its second-quarter earnings call that demand for Juniper's solutions is now pulling through larger deals for servers and storage. Networking revenue reached $2.7 billion in Q2, with segment operating margins of 21.6%, accounting for over 40% of the company's total operating income.
As its networking solutions open the door for larger infrastructure sales, HPE is positioned to improve its profit margins as it captures a growing share of enterprise budgets. Competition from larger rivals such as Cisco and Arista Networks will be stiff, but broad-based demand should keep HPE busy.
Taking traditional servers along for the ride Traditional server orders tripled in the second quarter, as companies aim to build out inference and agentic AI capabilities. HPE exited the quarter with a record $5.9 billion backlog, as demand for its AI systems and traditional servers is growing faster than it can ship them.
The jump in orders supports HPE's strategy to become the preferred provider of on-premises AI servers, but the company will need to work through industrywide supply shortages of components such as memory to convert its growing backlog into revenue.
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For investors, the stock is not as attractive a buy as it was just a few months ago. That said, trading at roughly 13 times this year's earnings estimates, it's still a solid investment on a theme that's still in its early stages.
Bryan White has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Arista Networks, Cisco Systems, and Hewlett Packard Enterprise. The Motley Fool has a disclosure policy.
SAP is a strong buy after a near 50% stock price crash, offering an attractive entry point. SAP's transformation is accelerating, with cloud revenue up 27% and a growing backlog. AI disruption is viewed as an opportunity, not a threat, due to SAP's product stickiness and adaptive billing models.
Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 9:
DHI Group, Inc. (DHX - Free Report) : This recruitment technology company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 6.7% over the last 60 days.
DHI Group has a price-to-earnings ratio (P/E) of 12.31 compared with 22.87 for the S&P. The company possesses a Value Scoreof A.
Alliance Resource Partners, L.P. (ARLP - Free Report) : This diversified natural resource company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing by 3.3% over the last 60 days.
Alliance Resource Partners has a price-to-earnings ratio (P/E) of 10.74 compared with 12.60 for the industry. The company possesses a Value Score of A.
Block, Inc. (XYZ - Free Report) : This fintech company carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its next year earnings increasing 2.6% over the last 60 days.
Block has a price-to-earnings ratio (P/E) of 19.89 compared with 158.10 for the industry. The company possesses a Value Score of B.
See the full list of top ranked stocks here.
Learn more about the Value score and how it is calculated here.
Shares of Palantir Technologies (PLTR 1.57%) got pummeled during the first six months of 2026, with shares plunging 34%, according to data provided by S&P Global Market Intelligence. That's a far cry from the 10% gains of the S&P 500.
Artificial intelligence (AI) stocks have been taking a breather over the past year as investors have grown more discriminating, casting a wary eye on stocks with frothy valuations and looking for the "next big thing." However, Palantir's stellar results and its lower stock price have combined to bring its valuation back to Earth, making the price more reasonable than it's been in some time.
Is the worst over? Let's take a look.
Image source: Getty Images.
The numbers paint a compelling picture Since the start of this year, Palantir has delivered two quarterly financial reports, and each has been better than the last.
For the fourth quarter -- which was reported in early February -- Palantir delivered record revenue that surged 70% year over year and 19% quarter over quarter to $1.4 billion. This marked the 10th successive quarter of accelerating growth. This drove adjusted earnings per share (EPS) of $0.25.
Driving the results was demand for the company's Artificial Intelligence Platform (AIP). U.S. government revenue of $507 million climbed 66% to $570 million, while U.S. commercial revenue -- which includes AIP -- soared 137% to $507 million. Perhaps more telling was Palantir's remaining performance obligation (RPO), commonly called backlog, which surged 143% to $4.21 billion. This shows the company is building a solid foundation for the future.
Palantir's first-quarter results, reported in May, were even better. Revenue jumped 85% year over year to $1.63 billion -- marking the company's highest-ever year-over-year growth rate. This fueled adjusted EPS that surged 154% to $0.33.
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While U.S. government revenue grew an impressive 84% year over year, U.S. commercial revenue flew even higher, soaring 133% year over year, as demand for AIP continued to lead the way. At the same time, its RPO jumped 134%. Its Rule of 40 score, which illustrates the balance between the company's strong growth and increasing profitability, reached rarified territory of 145% -- when any number above 40% is considered healthy.
Not only is Palantir attracting new customers, but is also expanding its relationships with existing users, as evidenced by its net dollar retention rate of 150%. Put another way, existing customers spent 50% more, on average, in Q1 than in the year-ago quarter.
Investors have been watching closely over the past year, concerned that AI adoption had peaked, but the evidence clearly suggests otherwise. Palantir increased its full-year 2026 financial guidance and is now anticipating 71% revenue growth, up from its earlier forecast of 61% issued earlier this year.
To the untrained eye, the stock appears somewhat pricey, selling for 149 times earnings -- but that doesn't account for Palantir's accelerating high-double-digit growth. Using the more appropriate price/earnings-to-growth (PEG) ratio -- which factors in the company's phenomenal growth rate -- returns a multiple of 0.52, when any number less than 1 signals an undervalued stock.
Taken together, Palantir's stellar track record, accelerating growth, and moderating valuation make the case that the stock is a buy.
Červnová data podle hlavního ekonoma Patrie Dominika Rusinka potvrzují, že český trh práce zůstává navzdory mírnému meziročnímu nárůstu nezaměstnanosti v solidní kondici. Stabilní podíl nezaměstnaných, rostoucí počet volných pracovních míst a pokračující silný růst mezd naznačují, že poptávka po pracovní síle zůstává v řadě odvětví vysoká. Přestože strukturální problémy brání výraznějšímu poklesu nezaměstnanosti, širší ukazatele nadále řadí český pracovní trh mezi nejsilnější v Evropské unii.
Červnová data potvrzují postupnou stabilizaci trhu práce. Podíl nezaměstnaných osob podle metodiky MPSV zůstal v červnu stabilní na 4,8 %, což odpovídá obvyklému sezónnímu vývoji. Ve srovnání s loňským červnem byl však vyšší o 0,6 procentního bodu. Po očištění o sezónní vlivy se držel na 5,0 %.
Ke konci června evidoval Úřad práce ČR zhruba 356 tisíc uchazečů o zaměstnání, tedy přibližně o 40 tisíc více než před rokem. Počet nově evidovaných osob byl v červnu meziměsíčně vyšší o 1 542 a meziročně o 5 300. Současně bylo inzerováno téměř sto tisíc volných pracovních míst, což bylo o více než pět tisíc více než v květnu.
Červen bývá na trhu práce tradičně příznivý měsíc. Pokračují sezónní práce, firmy ve službách nabírají před hlavní turistickou sezonou a část uchazečů odchází z evidence do krátkodobějších zaměstnání. Proti výraznějšímu poklesu nezaměstnanosti však stojí strukturální nesoulad mezi nabídkou a poptávkou po práci a také vyšší podíl hůře zaměstnatelných uchazečů, zejména starších osob a dlouhodobě nezaměstnaných.
Přestože podíl nezaměstnaných podle metodiky MPSV zůstává zvýšený, širší pohled na trh práce neukazuje na plošné ochlazení. Harmonizovaná míra nezaměstnanosti podle Eurostatu zůstává v Česku velmi nízká – v květnu činila 2,9 % a patřila spolu s Bulharskem k nejnižším v EU. Přetrvávající napětí na trhu práce potvrzuje i rychlý růst mezd. V prvním čtvrtletí 2026 vzrostla průměrná hrubá nominální mzda meziročně o 8,1 %. Takto silná mzdová dynamika naznačuje, že v řadě odvětví ekonomiky zůstává silná poptávka po pracovní síle.
Celkově hodnotíme kondici tuzemského trhu práce jako solidní. V červenci očekáváme nárůst míry nezaměstnanosti v souladu s typickou sezónností, následně by však měla opět pozvolna klesat. Za celý letošní rok odhadujeme průměrný podíl nezaměstnaných na 4,9 %.
DraftKings may deliver outsized FQ2'26 and H2'26 performance metrics, thanks to the potentially higher engagement trends from the FIFA World Cup/NFL/Midterm Election events. These may contribute to a raised FY2026 guidance, aided by the ramping-up prediction platform, the upcoming super app launch in Q3'26, and the growing base/revenue per user in FQ1'26. DKNG has also found a trading floor in the $20s, with the ambitious Investor Day targets implying their cheaply valued, multi-year, profitable growth prospects.
Texas Pacific Land is now primarily an AI infrastructure and data center land play, not just an oil royalty company. TPL's valuation implies an excessive amount of GW of future data center capacity. I rate TPL a SELL with a $250 price target, as its premium bakes in excessive data center growth; LandBridge is a BUY at $75, reflecting more realistic expectations.
LONDON, July 09, 2026 (GLOBE NEWSWIRE) -- Fears over food safety and health have risen sharply, with almost half of companies (45%) naming this among their biggest risks, up from 29% in 2024, amid growing concern over ultra-processed foods and rising litigation exposure. That’s according to the Global Food, Beverage and Agriculture Risk Report 2026, published today by Willis, a WTW business (NASDAQ: WTW).
Rising geopolitical tensions, tariffs and input costs, mounting cyber threats, climate pressures and supply chain risks have also emerged as top concerns putting the food, beverage and agriculture sector under growing strain in 2026.
The new findings from Willis Direct & Facultative’s latest survey highlight how this increasingly complex and volatile risk landscape is eroding confidence in risk management capabilities, with many leaders reporting they feel less in control of their exposures and lack the tools and board-level support needed to manage them effectively.
Despite these headwinds, the sector remains resilient and forward-looking, with businesses prioritising value-for-money products to navigate cost-of-living pressures and sustain near-term profitability.
Key findings include:
Fears over health-related harms increase: 45% cite food safety and health as a top risk, up from 29% in 2024.Firms focus on value for money products: 52% identify value-for-money offerings as a top opportunity as businesses respond to cost-of-living pressures and rising input costs.Conflicts expose supply chain vulnerabilities: 44% are concerned about supply chain risks, up from 40% in 2024, driven by geopolitical instability, trade tensions and disruption risks.Confidence in risk management falls: 62% feel somewhat or completely in control of their risks, down from 75% in 2024 and 89% in 2023, reflecting a more complex and volatile environment.ESG risks remain a priority despite rollback: 84% say managing ESG risks will be a priority over the next two years as growers and producers start to feel the impact of increasing droughts and floods and issues such as water stress and land degradation become more urgent.Business continuity processes strengthen: 83% of firms report having formal business continuity plans, up from 78%, as they step up preparedness for disruption. Simon Lusher, Willis’ global food, beverage and agriculture leader said: “Food and beverage companies around the world are navigating a risk landscape that is becoming more complex and less predictable by the year. Our latest survey shows that many leaders feel less in control of these risks, reflecting how quickly the environment is evolving. What stands out is how firms are responding – sharpening their focus on resilience and value as pressures build.”
Ivy Lee, Willis’ food and beverage industry leader, Asia, said: “Businesses are contending with a particularly complex mix of supply chain disruption, with consumer expectations shifting quickly to a stronger focus on health, affordability and transparency. Businesses that can respond to those demands while staying agile will have a clear competitive edge.”
Roman Mesuraca, Willis’ head of property and casualty, Latin America, said: “We’re seeing a growing need for more sophisticated risk transfer and mitigation strategies as exposures intensify. Traditional approaches are no longer enough in a more volatile and interconnected risk environment. Strengthening risk management capabilities while investing in resilience and continuity planning will be critical to maintaining stability and growth in the year ahead.”
About the survey
450 global senior decision makers of risk management in leading food and beverage companies took part in the global food and beverage risk outlook 2026, conducted in February and March 2026. The complete report can be downloaded here.
About WTW
At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help organizations sharpen their strategy, enhance organizational resilience, motivate their workforce and maximize performance.
Working shoulder to shoulder with our clients, we uncover opportunities for sustainable success—and provide perspective that moves you.
