Track market-moving stories before they get noisy

Since the start of the AI boom in 2023, there have been several moments where the narrative around the buildout and long-term potential of this emerging technology has swung sharply from exuberance to doubt. Over the last few weeks, we appear to have entered another one of those doubt phases.

But it is important not to lose sight of how far this theme has come, not just over the last three years, but even over the last three months. In April, equities looked like they were entering a broader correction as geopolitical tensions flared and risk appetite deteriorated. Yet just weeks later, stocks found their footing and rallied aggressively.

That move was led by technology, AI-adjacent stocks, and, most notably, semiconductors. The SOXX semiconductor ETF more than doubled from those lows, while some of the biggest winners in the group, such as Micron Technology ((MU - Free Report) ), rallied more than 300% from depressed levels.

That kind of move naturally invites a reset.

Image Source: TradingView

The “Narrative Pendulum” is a concept I picked up from analyst Alex Barrow, and I think it is a useful framework for understanding this market (detailed here). The basic idea is that even when a powerful secular trend remains intact, the market’s perception of that trend can swing dramatically between extremes. In the case of AI, investors move from believing the opportunity is nearly unlimited to worrying that the entire buildout is excessive, wasteful, or unlikely to generate adequate returns.

That is where we are now. Concerns around overspending, capital misallocation, falling LLM costs, hyperscaler margins, and the ultimate return on invested capital are beginning to weigh on the AI trade. These concerns are not necessarily fatal to the long-term thesis. In fact, they are probably healthy. Periods of doubt help cool the kind of speculative enthusiasm that can drive prices almost straight higher and create a more durable base for the next leg of the cycle.

I continue to believe the AI boom has room to run, but a pause or correction here would not be surprising.

That brings me to Qualcomm ((QCOM - Free Report) ), a major player in the semiconductor industry that, until recently, has been best known as the dominant force in mobile chips. That remains a core business for the company, but smartphones are now a mature market. As a result, Qualcomm has increasingly been viewed as a slower-growth, more cyclical, and somewhat commoditized semiconductor company, not unlike how Micron was viewed in the memory space a little over a year ago.

That perception may now be changing.

A couple of weeks ago, at the company’s investor day event, Qualcomm management announced a significant pivot in the company’s strategic direction. While the company had been hinting at a larger role in AI over the last several months, the investor day made that shift far more explicit. Management unveiled a broader slate of AI-related business verticals, major hyperscaler relationships, and a much more ambitious vision for Qualcomm’s role in the AI infrastructure stack.

The key takeaway is that Qualcomm is not simply trying to enter the AI sector with one product. It is trying to position itself as a broader AI infrastructure platform.

That could include chips, connectivity, edge AI, inference capabilities, custom silicon opportunities, and data center acceleration. In other words, Qualcomm appears to be moving from being primarily viewed as a mobile-chip company to something closer to an “AI factory accelerator” — a company that helps hyperscalers and enterprise customers build, connect, optimize, and scale the infrastructure required for AI workloads.

I have many thoughts on this evolution, which I will detail more fully, but the timing of the announcement has been somewhat unfortunate in the short to medium term. Qualcomm unveiled this strategic pivot just as the semiconductor narrative began to swing from exuberance back toward skepticism. The stock initially reacted strongly to the news, but has since faded to multi-month lows.

In my view, that weakness has less to do with Qualcomm’s specific developments and more to do with the broader industry pullback. The market is currently questioning the entire AI infrastructure trade, and Qualcomm is being dragged into that reset despite potentially having just laid out one of the more important strategic transitions in its recent history.

If Qualcomm can successfully execute on this pivot, the stock may no longer deserve to trade primarily as a mature mobile-chip company. Instead, investors may begin to revalue it as a broader AI infrastructure beneficiary with exposure to hyperscalers, edge AI, data center acceleration, and next-generation compute demand.

The timing may be unfortunate, but the setup is becoming increasingly interesting.

Scope of Qualcomm’s EndeavorsThe financial targets alone show how ambitious Qualcomm’s AI pivot has become. Management is targeting $5 billion in data center revenue by fiscal 2027 and $15 billion by fiscal 2029, with the early ramp expected to come largely from custom silicon and connectivity before the company’s accelerators and server CPUs become bigger contributors.

That is a major shift for a company still mostly viewed through the lens of smartphones.

At the center of the strategy is Qualcomm Dragonfly, the company’s new data center platform. Dragonfly is not one product, but a layered portfolio that includes connectivity silicon from the Alphawave acquisition, custom silicon for hyperscalers, AI inference accelerators, and eventually Oryon-based server CPUs. In the data center, Qualcomm expects the sequence to begin with connectivity, move into custom silicon in early fiscal 2027, then AI accelerators in the second half of fiscal 2027, followed by Oryon server CPUs in fiscal 2028.

The strategic logic is built around a major shift in AI workloads. The first phase of the AI boom was dominated by training large models, where Nvidia’s GPUs and CUDA software stack remain the standard. But the next phase may be increasingly driven by inference, especially as agentic AI systems begin chaining together dozens of model calls to complete more complex tasks. That dramatically increases the number of inference requests and makes power efficiency, memory bandwidth and cost per token far more important.

This is where Qualcomm believes it has an opening.

The company’s most important technical announcement was High-Bandwidth Compute, or HBC. Rather than relying on the traditional model of pairing accelerators with stacks of high-bandwidth memory, Qualcomm is pursuing a “memory first” architecture that places compute more directly beneath the memory stack. The goal is to reduce the distance data has to travel, improve efficiency, lower power consumption and address one of the biggest bottlenecks in AI inference.

Just as important is the software announcement. Qualcomm’s acquisition of Modular may be the key to making the whole strategy work. Hardware adoption in AI is heavily dependent on the developer ecosystem, and Nvidia’s CUDA moat has made it difficult for competitors to gain meaningful share. Cristiano Amon has framed the Modular acquisition as a potential Android or Linux moment for AI infrastructure, where a more open, hardware-agnostic software layer could reduce dependence on any single vendor.

That is a powerful idea. Rather than asking customers to abandon Nvidia overnight, Qualcomm can offer a software platform that runs across Nvidia, AMD and Qualcomm silicon, while still creating a natural path toward its own accelerators over time. If it works, Modular gives Qualcomm a much more credible way to enter the AI infrastructure market than hardware alone.

The company also added customer validation to the roadmap. Microsoft is expected to deploy Qualcomm’s HBC technology in Azure, while Meta has committed to a multigenerational agreement for Qualcomm CPUs in its data centers. Qualcomm also reinforced the software story through a partnership with Hugging Face, giving developers a path to deploy open models across Qualcomm platforms.

Finally, Qualcomm’s connectivity expertise may be one of its most underappreciated advantages. AI data centers are increasingly constrained not only by compute and memory, but by the ability to move massive amounts of data across racks and clusters. Through Alphawave, Qualcomm now has high-speed connectivity assets that are already generating revenue, giving Dragonfly a current revenue stream while the broader AI platform develops.

Execution risk remains significant. Qualcomm is entering a crowded market with powerful incumbents, and several of the most important products will not reach commercial scale until fiscal 2027 or fiscal 2028. But the scope of the announcement is hard to dismiss. Qualcomm is not simply adding AI exposure. It is attempting to build a full data center platform around the economics of inference, where power efficiency, memory bandwidth, custom silicon, software openness and connectivity may become increasingly important competitive advantages.

Image Source: Qualcomm

Qualcomm’s Auto Execution ExtrapolatedFull disclosure, going into Qualcomm’s Investor Day, I had my doubts about the company’s foray into the AI data center buildout.

The technical capability was never really the question. Qualcomm has long been one of the most sophisticated chip designers in the world, with deep expertise in power efficiency, connectivity, system integration and edge computing. The bigger question was whether the company was simply too late. In a market already dominated by Nvidia, increasingly targeted by AMD and aggressively pursued by hyperscalers’ own internal silicon teams, it was fair to wonder whether Qualcomm could carve out a meaningful position.

But the more I look at the strategy, the more compelling it becomes.

Qualcomm is not making a single bet on one AI chip. It is taking a multi-pronged approach across connectivity, custom silicon, AI inference accelerators, server CPUs and software. That gives the company multiple ways to win. Some pieces of the portfolio may lag expectations, and that would not be surprising given the scale of the undertaking. But if even one or two segments meaningfully outperform, the overall opportunity could still become material.

I view the entire project almost as a strategic experiment. Qualcomm is putting several products into the market, testing where hyperscaler demand is strongest, and positioning itself around the areas where AI infrastructure is most likely to evolve next. Management may not describe it that way explicitly, but I think it is the right approach. The AI data center market is still young, and the economics are changing quickly. Rather than trying to predict the entire future with one product, Qualcomm is building a platform broad enough to adapt as the market develops.

That approach becomes more credible when viewed through the lens of Qualcomm’s recent success in automotive.

News from the automotive segment can get lost when management is announcing something as exciting as AI data center infrastructure, but the execution there may be the best model for what Qualcomm is trying to do now. The automotive business did not emerge overnight. Qualcomm entered through connectivity, expanded into the digital cockpit, and then moved deeper into advanced driver assistance and broader vehicle compute.

That layered strategy has worked. Automotive has quickly grown into one of Qualcomm’s most important non-handset businesses, crossing a $5 billion annualized revenue run rate in fiscal Q2 2026, with management expecting to exit fiscal 2026 above a $6 billion run rate. That is no longer a side project. It is becoming a real business line and a meaningful proof point for Qualcomm’s diversification strategy.

The parallel to AI infrastructure is important. In automotive, Qualcomm did not need to own the entire car to create value. It needed to identify the parts of the vehicle where compute, connectivity and software were becoming more important, then expand its content over time. In data centers, the same logic may apply. Qualcomm does not need to displace Nvidia across the full AI stack to succeed. It needs to find the areas where its advantages matter most.

That is why the inference-first focus is so important. Qualcomm is not trying to win yesterday’s AI infrastructure battle. It is trying to position itself for the next phase of the market, where power efficiency, memory bandwidth, connectivity and cost per token become more important as AI workloads scale from training into large-scale inference. Those are exactly the types of engineering problems Qualcomm has spent decades solving.

This does not eliminate execution risk. The data center market is larger, faster moving and more competitive than automotive. Nvidia’s ecosystem is entrenched, hyperscalers are increasingly building their own chips, and Qualcomm still has to prove that its roadmap can translate into commercial deployments at scale.

But automotive shows that Qualcomm can execute this type of transition. It can move beyond handsets, build a platform in an adjacent market, expand its content over time and convert long design cycles into meaningful revenue. That does not guarantee success in AI infrastructure, but it makes the plan far easier to take seriously.

For investors, that may be the key point. Qualcomm’s AI data center strategy should not be judged only as a late attempt to chase Nvidia. It should be viewed as the next test of the same diversification playbook that is already working in automotive. If the company can repeat even part of that success, the market may be underestimating how different Qualcomm’s business could look over the next several years.

Qualcomm Stock Breaks DownThe technical picture in QCOM stock offers a more tactical view of the setup.

Back in May, the stock rerated significantly higher after the company teased a major hyperscaler deal. From there, it built out a broad consolidation pattern, but since the full announcement, the stock has traded lower. Over the last week, QCOM broke below a key level of support, mirroring the broader weakness across the semiconductor sector.

Technical analysis does not provide reliable forecasting ability on its own, but it can show where large orders have left footprints. That is essentially what a “level” represents: an area where a meaningful amount of shares have changed hands and where buyers or sellers have previously shown up.

For now, QCOM remains below that breakdown level, and the near-term downtrend appears intact. That makes the stock more difficult for traders looking for a clean short-term entry. But at roughly 17x forward earnings, and with a potentially much larger long-term AI infrastructure opportunity beginning to take shape, the setup may be more attractive for investors looking for a bigger multi-year win rather than traders trying to capture the next short-term move.

The earnings revision picture may also supports a more patient view. Qualcomm currently has a Zacks Rank #3 (Hold), reflecting earnings estimates that have been relatively flat. That means analysts are not aggressively raising expectations yet, but they also are not cutting estimates in a meaningful way. In the context of a major strategic pivot, that leaves room for upside if management begins converting these announcements into visible revenue opportunities.

If revisions start to move higher, that could become an important bullish catalyst. A pickup in estimate momentum would signal that analysts are beginning to underwrite the AI data center opportunity more directly into their models, rather than treating it as a longer-dated optionality story.

Ultimately, the next major move in QCOM stock appears heavily tied to the broader semiconductor cycle. There may still be downside ahead over the next month if the group continues to unwind. But when the narrative pendulum finally bottoms and the market begins to lift the AI infrastructure theme again, Qualcomm could emerge with a much stronger story than it had in prior cycles.

The stock has broken down technically, but the business may be breaking out strategically.

Image Source: TradingView

Bottom Line on Qualcomm StockQualcomm’s AI data center strategy is still early, and execution risk remains high. The company is entering a crowded market, several key products are still years from scale, and the stock remains caught in the broader semiconductor pullback.

But the announcement changes the long-term story. Qualcomm is no longer just a mature mobile-chip company looking for incremental growth. It is attempting to build a broader AI infrastructure platform across inference, connectivity, custom silicon, software and power-efficient compute.

For now, the technical setup is weak and earnings revisions remain flat, which supports the Zacks Rank #3 (Hold). But that also leaves room for upside if analysts begin raising estimates as AI data center revenue becomes more visible.

In the near term, QCOM may still trade with the broader semiconductor group. Over the next several years, however, the bigger question is whether Qualcomm can turn this roadmap into a real second growth engine.

The stock is not without risk, but the setup is becoming much more interesting.

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Income investors watching the calendar have a narrow window this week. Three of the market’s most widely held high-yield names are about to lock their next payment rosters, and the buy-by deadlines are close enough that a delayed brokerage order could push readers a full quarter down the line before the next check clears. The trio in focus, Verizon (NYSE:VZ | VZ Price Prediction), AT&T (NYSE:T), and Pfizer (NYSE:PFE), pair yields above the broad market average with coverage profiles that separate them from typical yield traps.

Here is the at-a-glance calendar, followed by a coverage read for each name using the metric that actually matters for its business model.

The Buy-By Calendar Stock Ex-Dividend Date Payment Date Quarterly Dividend Yield Verizon (VZ) July 10, 2026 August 3, 2026 $0.7075 6.57% AT&T (T) July 10, 2026 August 3, 2026 $0.2775 5.39% Pfizer (PFE) July 24, 2026 September 1, 2026 $0.43 7.07% To qualify for any of these payments, shares must be owned by the day BEFORE the ex-dividend date, which for Verizon and AT&T means settling a trade by the close on Thursday, July 9th, 2026. (That’s tomorrow.) Pfizer offers a longer runway, with a buy-by date roughly two weeks out (July 23rd).

Verizon: Free Cash Flow Doing The Heavy Lifting Verizon trades at $42.82 with a market cap of $177.83 billion, and the stock has slipped 6.13% over the past month, pushing the yield toward the top of its historical range. The quarterly payment of $0.7075 was raised from $0.69 earlier this year, extending a streak that Wells Fargo recently flagged as 21 consecutive years of dividend increases.

For a capital-heavy telecom, free cash flow is the right coverage lens. Management is guiding to free cash flow of $21.5 billion or more in 2026 alongside $3.0 billion-plus in share repurchases, comfortably above dividend commitments. Q1 2026 adjusted EPS came in at $1.28, up 7.6% year over year, on revenue of $34.44 billion. Leverage is the offset: net debt-to-EBITDA sits at 2.6x following the Frontier acquisition that closed January 20, 2026. At a forward multiple of 8, the market is already pricing in that debt load.

AT&T: A Fixed Payout Backed By Rising Cash AT&T shares last changed hands at $21.27, down 22.53% over the past year. The dividend has held at $0.2775 per quarter for eight consecutive quarters, and management has publicly committed to maintaining that payout through 2028.

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Coverage here also runs through free cash flow. Guidance calls for $18 billion-plus in FCF against the dividend plus $8 billion in planned 2026 buybacks, part of a $45 billion-plus shareholder-return program through 2028. Q1 2026 adjusted EPS of $0.57 rose 11.8% year over year, and the company added 584,000 internet subscribers alongside 294,000 postpaid phone net adds. Net debt-to-EBITDA of 2.71x is elevated but trending in the right direction. Wall Street’s average price target sits at $30.24, well above the current quote.

Pfizer: Earnings Coverage With A Patent-Cliff Overhang Pfizer offers the fattest headline yield of the three at 7.07%, with shares at $24.22 after a 7.57% monthly pullback. For a large-cap pharma, coverage is best measured against adjusted EPS rather than free cash flow, given the lumpiness of R&D and legal outflows. Full-year 2026 guidance of $2.80 to $3.00 in adjusted EPS against an annual dividend of $1.72 leaves the payout ratio in a workable range, even after the company paid $2.4 billion in dividends in Q1 alone.

Growth is coming from the newer portfolio. Padcev rose 39%, Nurtec ODT/Vydura climbed 41%, and the recently launched or acquired basket grew 22% operationally. The pushback is COVID-related revenue rolling off (Comirnaty down 59%, Paxlovid down 63%) plus a $1.5 billion loss-of-exclusivity headwind this year.

What To Watch Next All three names carry institutional ownership above 69%, which typically muffles the mechanical price drop that follows an ex-dividend date. Verizon and AT&T both offer forward multiples in the single digits (8x and 9x respectively), a rare combination alongside yields north of 5%. Pfizer, at a forward multiple of 8, prices in the patent-cliff drag, so the coverage read matters more than the headline yield. The clock is the shorter-term variable: miss the buy-by deadline, and the next opportunity is roughly three months out.

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, /PRNewswire/ -- OPW Fluid Transfer Solutions, part of Dover (NYSE: DOV), today announced the launch of the Diamond Integrated Fueling Solution, a connected platform designed to help fuel distributors, carriers, and operators improve visibility, control, and efficiency across delivery operations.

"The Diamond Integrated Fueling Solution combines several industry-leading OPW technologies into a single connected ecosystem. By integrating these systems, we are helping customers simplify truck design, improve delivery control, and gain enhanced insight across their fueling operations," said Toby Bourque, General Manager of BASE Engineering.

The Diamond Integrated Fueling Solution connects multiple systems, including the VisiLevel™ product sensor from OPW Fluid Transfer Group Europe, BASEstation™ automation and ProControl™ wireless handheld devices from BASE Engineering, and CivaCommand™ smart tank system and manifolds from Civacon.

Created specifically for tank truck applications, the platform supports a wide range of operational functions, including tank inventory management, digital overfill prevention, crossover prevention, payload control, and automated delivery processes. It also incorporates continuous level sensors, giving operators accurate visibility into compartment levels during transport and delivery.

The Diamond Integrated Fueling Solution further enables back-office connectivity, allowing operational data to be integrated into fleet management, reporting, and business systems. This connectivity helps fuel distributors and logistics operators improve oversight, track delivery performance, and support more informed decision-making.

About OPW Fluid Transfer Solutions:
OPW Fluid Transfer Solutions, a business unit within OPW, a Dover company, is dedicated to delivering world-class technologies for use in the handling, transfer and transport of hazardous bulk products. Specifically, the companies of OPW FTS – Civacon, Midland, OPW Engineered Systems, BASE Engineering, Inc., and Xanik – develop and manufacture products and systems that help ensure the safe, reliable and efficient loading and unloading of critical hazardous fluids and dry goods for a customer base that operates in three distinct business units: Cargo, Rail and Chemical & Industrial. For more information on OPW Fluid Transfer Solutions, please visit opwfluidtransfer.com.

About Dover:
Dover is a diversified global manufacturer and solutions provider with annual revenue of over $8 billion. We deliver innovative equipment and components, consumable supplies, aftermarket parts, software and digital solutions, and support services through five operating segments: Engineered Products, Clean Energy & Fueling, Imaging & Identification, Pumps & Process Solutions and Climate & Sustainability Technologies. Dover combines global scale with operational agility to lead the markets we serve. Recognized for our entrepreneurial approach for over 70 years, our team of approximately 24,000 employees takes an ownership mindset, collaborating with customers to redefine what's possible. Headquartered in Downers Grove, Illinois, Dover trades on the New York Stock Exchange under "DOV." Additional information is available at dovercorporation.com.

OPW Fluid Transfer Solutions Contact:
Peter Russell
(506) 333-2003
[email protected]

Dover Media Contact:
Adrian Sakowicz, VP, Communications
(630) 743-5039
[email protected]

Dover Investor Contact:
Jack Dickens, VP, Investor Relations
(630) 743-2566
[email protected]

SOURCE Dover

© courtesy of Tulane Public Relations

On CNBC’s Squawk on the Street, Jim Cramer made a call that resonated across chip and cloud names: the tech tape is bouncing. And that Oracle may be the most interesting contrarian setup in the group. Alongside Carl Quintanilla and David Faber, Cramer framed Monday’s rally as “revenge of that” Friday selloff, arguing “we’re seeing a lot of people who are saying, look, it’s time to go back in the group.”

The rebound is playing out against a backdrop of extraordinary data center capital spending, and Cramer’s questions center on whether the buildout will pay off for anyone other than the model developers.

Oracle: A Losing Streak Meets a Buildout Thesis Oracle (NYSE: ORCL | ORCL Price Prediction) has been the pain trade of the summer. Shares traded at $142.50 as of Monday morning, after falling 42.32% over the past month from a June 2 close of $244.58.

Cramer zeroed in on the fundamental question behind that drawdown: “The Stargate data center in Saline Township that I visited cost $16 billion to build and another $30 to $35 billion, largely from Oracle, to outfit it. Are they going to get the return on that?” He noted that recent big layoffs and share losses might actually flag “the screaming buy of the group”, adding that even skeptical sources have started warming to the setup.

The numbers behind the buildout are substantial. In Oracle’s Q4 FY2025 report, cloud infrastructure revenue jumped to $5.79 billion, up 93% year over year. Remaining Performance Obligations reached $638 billion, a 363% year-over-year increase, with $75 billion tied to prepaid or customer-supplied GPU arrangements. Management reaffirmed its FY2027 revenue target of $90 billion, guided Q1 FY2027 cloud revenue growth of 58% to 64%, and raised its FY2027 non-GAAP EPS target to $8.05. Free cash flow was negative $23.7 billion against $55.7 billion in capital expenditures, and the company plans to raise roughly $40 billion through debt and equity in FY2027 to fund the expansion.

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NVIDIA Confirms the Scale of the Buildout Cramer’s paradox—”Shouldn’t we see some profits in compute for somebody other than the much-loved Anthropic?”—hits at the top of the chain. NVIDIA (NASDAQ: NVDA) reported Q1 FY2027 revenue of $81.61 billion, up 85.2% year over year, with Data Center revenue of $75.25 billion, up 92% year over year. Non-GAAP EPS of $1.87 beat consensus estimates, and guidance for the next quarter called for $91 billion in revenue at a 75.0% gross margin.

Meta Platforms (NASDAQ: META) raised its 2026 capital expenditure (capex) guidance to $125 billion–$145 billion, up from its prior range of $115 billion–$135 billion, citing higher component pricing and, to a lesser extent, additional data center costs. Q1 FY2026 revenue was $56.31 billion, up 33% year over year, while diluted EPS came in at $10.44, including an $8.03 billion income tax benefit.

What to Watch The Cramer thesis puts Oracle at the center of the return-on-buildout debate. With remaining performance obligation (RPO) backlog visibility, a $90 billion FY27 revenue target, and hyperscaler-grade contracts already booked, the question moves from demand to execution. Investors will look for progress on escalator clauses, tenant payoff timelines, and whether Oracle’s Stargate outfitting spend converts into the multi-year cloud margin story management has promised.

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Contact [email protected] for any questions or corrections.

Daily chart of FSLR

Finviz

Shares of First Solar (FSLR) experienced a sharp downturn after a June 3 record high of $320.95, last seen trading at $223.58 today. A short-term bounce could soon be on the way, however, if history is any indicator.

According to Schaeffer’s Senior Quantitative Analyst Rocky White, FSLR is trading within 0.75 times the 80-day moving average's 20-day average true range (ATR), after spending at least 80% of the previous two weeks and 80% of the prior 42 trading sessions above that trendline.

This setup has appeared 14 times over the last decade, after which the stock was higher one month later 77% of the time, averaging an 8.6% gain. From its current perch, a move of this magnitude would put the solar stock back near $243.

Deutsche Bank agrees that it’s time to buy the dip, as the firm upgraded FSLR to "buy" from "hold" yesterday, citing the stock's valuation after it's recent climb. There is plenty of room for more bull notes as well, with 14 of the 33 analysts in coverage carrying a "hold" or worse rating.

An unwinding of pessimism amongst traders could provide tailwinds as well. FSLR’s 10-day put/call volume ratio of 1.30 at the International Securities Exchange (ISE), Cboe Options Exchange (CBOE), and NASDAQ OMX PHLX (PHLX) ranks higher than 93% of readings from the past year. Plus, short interest represents a hefty 8.4% of the stock's available float.

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Furthermore, the equity’s 14-day Relative Strength Index (RSI) of 22 sits firmly in "oversold" territory. This often precedes a near-term upswing.

© opengridscheduler / Flickr

$29 billion. That is what guests booked through Airbnb (NASDAQ:ABNB | ABNB Price Prediction) in a single quarter. Indeed, any time investors see gross bookings surge 19% year over year in a given quarter, that’s a big move.

At that pace, the company’s trailing platform volume now approaches the $90 billion mark annualized. This figure has become shorthand for the company’s growth story, and was disclosed on the Q1 2026 conference call held by CEO Brian Chesky and CFO Ellie Mertz.

What It Means Gross booking value is the money flowing across the platform before Airbnb takes its cut. Scale on that base is why the top line moves the way it does. The company’s Q1 revenue landed at $2.7 billion, up 18% year over year, beating the high end of prior guidance by two points. Impressively, nights and seats booked rose 9% against a roughly 100 basis point headwind tied to the Middle East conflict, while Airbnb’s average daily rate rose 9%.

The engagement mix explains the acceleration. App bookings reached 63% of total nights, up from 58% a year earlier, and grew 22%. First time bookers grew 10%, the fastest rate since 2022. Reserve Now, Pay Later already accounts for roughly 20% of global GBV after only a few quarters of global rollout.

I think one of the most underrated and overlooked fundamentals is Airbnb’s performance in emerging markets. India origin nights are up around 50% year over year, and Brazil is compounding at over 20%. This is the mechanism behind the $29 billion print.

With profitability moving alongside volume (adjusted EBITDA reached $519 million, up 24%), there’s a lot to like about where Airbnb is headed form here. I think the company’s trailing twelve month free cash flow of $4.5 billion at a 36% margin is also critical to point out at this stage of the company’s growth trajectory.

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Bull Case Airbnb raised its full year 2026 outlook to low to mid teens revenue growth with an adjusted EBITDA margin of at least 35%. That makes sense to me, given the company’s Q2 guidance calls for $3.54 billion to $3.6 billion in revenue, or 14% to 16% year over year. Mertz was direct about the setup: “Underlying demand is strong. Our product improvements are working. Our monetization initiatives are gaining traction.”

Capital return backs the growth story. Airbnb repurchased $1.1 billion of Class A stock in Q1, has $4.5 billion remaining on its authorization, and has bought back $14.8 billion total since Q3 2022, taking the fully diluted count down roughly 9%. The Winter Olympics in Milan drew around 200,000 guests with supply in host markets up roughly 30% and GBV that more than tripled. The 2026 FIFA World Cup, which management calls the largest event in Airbnb history, already has 100,000+ new homes listed across 16 host cities.

Efficiency is the other pillar. Roughly 60% of engineering code is AI co-authored, and Chesky argues that “Airbnb has to move at the speed of AI.” Polymarket traders assign an 84% probability the stock hits $152 in July, and a 49% probability of $160. The analyst consensus price target sits at $156.74.

Bottom Line At a 27 forward earnings multiple on a company throwing off $4.5 billion in trailing free cash flow, the growth flywheel is visible in the numbers. Consumer sentiment has weakened to 44.8 in May 2026, and Q1 EPS of $0.26 missed the $0.31 estimate on a $70 million one time CAMT tax charge. Yet booking volumes, guidance, and capital return are moving in one direction. The forward catalyst is the World Cup activation across 16 cities in three countries. If the growth story is peaking, $29 billion in a single quarter is a strange way to show it.

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Contact [email protected] for any questions or corrections.

Nvidia (NVDA +3.74%) has been on a run of historical projections since the artificial intelligence (AI) build-out began in 2023. If you invested $10,000 in Nvidia's stock at the start of 2023, that sum has now grown to be worth more than $131,170. That's an excellent return in a short time frame, but it's unlikely to deliver that level of return over the next few years. So, many investors are searching for other stocks that can deliver similar returns to Nvidia.

I think I've identified two AI winners at different stages of hypergrowth, and both look like strong stock picks now.

Image source: Getty Images.

Micron Technology Micron Technology (MU +1.24%) has actually been a better investment than Nvidia since 2023. That same $10,000 invested is now worth roughly $181,000, although the bulk of that return has come in the past year. Still, I think Micron is just in the middle phase of its expansion.

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Micron is thriving from the memory chip shortage caused by the massive AI build-out. AI hyperscalers are creating a massive demand that the memory chip industry just isn't built to handle, so supply is low, and demand is high. This is driving prices higher, boosting Micron's revenue and earnings. During its last quarterly earnings report, Micron informed investors that tight market conditions will persist beyond 2027, indicating that there is still more growth on the way.

Furthermore, Micron doesn't command a very high premium for the stock. It can be purchased for just 12.3 times forward earnings, far less than many other AI-centric stocks.

Data by YCharts.

So, with more growth in store and the stock trading for an attractive valuation, Micron stock looks primed to soar higher over the next few years. While the major returns have already occurred, Micron could easily double or triple from here without becoming overvalued. Nvidia likely will not do that anytime soon, so buying Micron now could be like buying Nvidia in late 2024.

Nebius Group Nebius Group (NBIS +11.49%) is in a far earlier stage than either Micron or Nvidia. It's a neocloud company, which means it's focused on AI-first cloud computing. It has a wildly popular platform, and it's growing rapidly as a result. In Q1 alone, Nebius' revenue skyrocketed 684% year over year. That's part of a larger growth trend, as Wall Street analysts project 544% growth in 2026 and 234% in 2027.

Today's Change

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11.49

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217.61

Few stocks have the growth upside Nebius offers, making it well positioned to deliver incredible returns over the next few years. However, Nebius is facing one challenge it hasn't faced in a while: profitability. Nebius is an early-stage company and doesn't have any other businesses to fund its AI build-out. This means it must seek outside investors to become shareholders or take on debt to fund its expansion. Nvidia is actually one of those, and has invested alongside Nebius to ensure it has the most up-to-date products available first. Nvidia interacts with nearly every AI company on the market, and if it's choosing to invest in Nebius, that should tell you a lot about its potential.

However, until Nebius reaches profitability, it's always going to present a major execution risk. Fortunately, several cloud companies are already generating a ton of profits, so there is a pathway. It could be several years before investors see profitability, as Nebius builds out as much computing space as possible while the industry is hot. Investing in Nebius now could be like investing in Nvidia two decades ago, and the upside is immense. However, it could also flop if it cannot get to profitability. I'm still bullish on Nebius, but the risk is far greater than investing in Nvidia itself or Micron.

AMC Entertainment shares are climbing with conviction. Why is AMC stock up today? Macquarie Raises AMC Price TargetMacquarie maintained a Neutral rating on AMC, but lifted its price target from $1.50 to $2, implying upside from recent trading levels. The firm also raised its 2026 AMC adjusted EBITDA estimate to $629 million from $600 million and improved its projected full-year adjusted loss to 24 cents per share from a prior loss estimate of 28 cents.

Box Office Recovery Supports AMCThat matters for AMC because higher attendance directly supports ticket sales, concessions and operating leverage across its theater network. Macquarie also raised its 2026 industry box office forecast to $9.8 billion, up 13% year-over-year.

Still, the firm remains cautious. Macquarie cited rising costs and a slower box office recovery as downside risks, while noting faster box office improvement could support upside for AMC shares.

AMC Stock: Key Technical Levels To WatchAMC is trading at $1.94, sitting 6.9% above its 50-day SMA ($1.81) and 4.4% above its 200-day SMA ($1.85), which supports the idea that buyers are defending the intermediate trend. At the same time, it’s trading 9.9% below its 20-day SMA ($2.15), so the stock is still working through near-term overhead supply from the last few weeks.

RSI is the cleaner momentum read right now: at 48.82, it’s neutral, suggesting the rally is more "reset and bounce" than a stretched, overbought breakout. For context, RSI measures how extended the recent buying or selling has been, and a mid-range reading often lines up with choppy, level-to-level trading.

The moving-average structure is mixed: the 20-day SMA is above the 50-day SMA (a bullish short-term crossover), but the 50-day SMA remains below the 200-day SMA (a bearish longer-term backdrop). On the longer view, the stock is still down 33.10% over the past 12 months, with key turning points including an oversold RSI dip in March, a swing low in May, and a swing high in June.

Key Resistance: $2.00 — a round-number area just above current price where rebounds can stall, especially with the 20-day EMA near $1.99 AMC Shares Surge Wednesday AfternoonAMC Price Action: AMC Entertainment shares were up 10.47% at $1.90 at the time of publication on Wednesday, according to Benzinga Pro data.

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The broader market, as measured by the S&P 500 (^GSPC 0.28%), is doing quite well right now, with it within a few percentage points of an all-time high. However, all investors should be prepared for an inevitable bear market, as they tend to occur once every few years. Having a plan in place now ensures that you'll be ready to act when the time comes, and I've already got several stocks pinpointed that I'll be buying if the market plunges into bear market territory.

Granted, the reason for a bear market could change, which stocks I'm buying, but having a short list and then checking off which ones are in the cross hairs of the bear market is a good plan. If the market enters a bear market, here are the first three stocks I'll be buying.

Image source: Getty Images.

Alphabet Alphabet (GOOG 1.25%) (GOOGL 1.32%) is a stalwart in the tech industry, and very little can be done to disrupt that fact (outside of major government intervention). Alphabet owns the internet, with its Google Search engine being the primary way to navigate around the internet. This gives it an advertising empire, and it also owns YouTube, the most popular video-sharing website. Alphabet is also a major player in the AI space and is thriving there. Alphabet's cloud computing platform, Google Cloud, is vital for small businesses around the world, and with how interwoven cloud applications are with modern businesses, severing ties with Google Cloud is nearly impossible.

Today's Change

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362.17

This leads to a very stable business that can thrive in any downturn. While advertising revenue may see a bit of a recession during a bear market or recession, it tends to come roaring back in a few years. That will make Alphabet an excellent stock to scoop up during a bear market, and it's one that I think can outlast nearly any storm.

Amazon Amazon (AMZN 0.80%) is in a similar boat for being vital to today's modern world. Amazon's commerce business sells and delivers goods to all parts of the world, but it has absolute dominance in the U.S. However, similar to Alphabet, it has a strong cloud computing offering in Amazon Web Services (AWS). AWS is the largest cloud provider, and owns a massive market share that won't be affected by a downturn. While growth may slow, it's unlikely for it to retract, making Amazon a relatively stable business to invest in.

Today's Change

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-0.80

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-1.96

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$

244.02

People need their goods, and businesses need computing resources. Both of these are safe bets to still occur in a downturn, even if spending is a bit down. Amazon is a low-risk stock that should be scooped up in a recession, as pent-up demand for goods and coupling resources will likely cause Amazon's growth to skyrocket on the recovery side of a bear market.

Taiwan Semiconductor Last is Taiwan Semiconductor (TSM +1.09%), and it comes with a major caveat. If China invades mainland Taiwan, and that triggers a bear market, then I'm not buying TSMC stock. However, in nearly every other case, I think it's a smart buy. Taiwan Semiconductor is the world's largest chip foundry and is responsible for the vast majority of the logic chips used in high-end technological devices. As the world becomes more digital, demand for TSMC's chips is only going to rise year after year, and even if the company experiences a dip in demand like the rest of the market, it will eventually emerge on the other side stronger than ever.

Today's Change

(

1.09

%) $

4.70

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$

437.27

Buying best-in-class companies is a smart move during a bear market, and Taiwan Semiconductor has spent the past decade becoming the best chipmaker in the world. Amazon and Alphabet are also great examples of best-in-class businesses, and I think they all make for perfect investments in the next bear market.

© inray27 / Shutterstock.com

More than $1 trillion.

That is the pool of client money that has migrated from Morgan Stanley (NYSE:MS | MS Price Prediction) workplace and E*TRADE channels into its adviser-led wealth management strategy, according to CFO Sharon Yeshaya on the Q1 2026 earnings call.

Indeed, this number is the clearest evidence yet that the bank’s decade-long bet on turning brokerage accounts and 401(k) participants into full-service advisory clients is compounding at scale. Yeshaya framed it plainly: “This migration has significantly contributed to more than $1 trillion in total assets within our adviser-led strategy.”

What It Means Wealth management is now the primary earnings engine. Total client assets in Wealth Management reached $7.34 trillion in Q1 2026, with the combined Wealth plus Investment Management pool at over $9 trillion, on the road to $10 trillion plus. Morgan Stanley’s firm gathered $118.40 billion in net new assets in the quarter alone, and generated $54 billion in fee-based flows, described on the call as a record excluding prior acquisitions.

In my view, the economics matter more than the headcount. Wealth Management revenue hit $8.52 billion, up 16% year over year, at a 30.4% pre-tax margin, and adviser-led assets sourced from Workplace and E*TRADE now stand at $1.2 trillion. That’s roughly 20% of the $5.8 trillion adviser-led book, and represents a funnel producing recurring, fee-based revenue, the highest-quality earnings stream a broker-dealer can own.

Bull Case Impressively, Morgan Stanley’s EPS came in well ahead of consensus at $3.43, compared to expectations of $3.03. Net revenues of $20.58 billion rose 16%, net income of $5.57 billion jumped 29%, and ROTCE printed at 27.1%, well above the firm’s 20%+ target. Impressively, the company’s expense efficiency ratio also improved to 65% from 68%.

Importantly, Morgan Stanley’s Institutional Securities side is firing too. Advisory revenue climbed 74% to $978 million, equity trading rose 25% to $5.15 billion, and Asia revenues grew 43%. CEO Ted Pick told analysts, “All three segments are growing at twice the rate of GDP organically, and our market share ranges between 10% and 15%, depending on the area.”

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Morgan Stanley didn't make the cut. Grab the names FREE today.

Capital return is working alongside the growth story. Morgan Stanley repurchased $1.75 billion of stock in Q1 at an average price of $169.15 per share, and paid a $1.00 quarterly dividend. The bank’s CET1 ratio of 15.1% sits over 300 basis points above the 11.8% capital requirement, giving management runway for both buybacks and organic investment. Thus, prediction markets are corroborating the momentum. Currently, Polymarket traders assign a 89.5% probability to Morgan Stanley beating quarterly earnings again, with the Q2 2026 report due around July 15, 2026.

The one caveat long-term holders should register – consumer sentiment is weak. The University of Michigan reading hit 44.8 in May 2026, its lowest in the past 12 months, below the 60 recessionary threshold. If asset accumulation slows across the retail base, net new asset growth could throttle back.

Bottom Line The $1 trillion that moved from workplace and E*TRADE accounts into adviser-led relationships is the payoff on years of platform integration, and it is the reason Morgan Stanley trades at 19x trailing earnings while still growing revenue at double-digit rates.

Analysts carry an average price target of $207.62, which the stock has already cleared. The next test is the Q2 report expected around mid-July 2026, where investment banking revenue is the swing variable. For retirement-focused investors, the setup is straightforward: a capital-light fee engine at record margins, a bank with 1.91% dividend yield, and a management team that keeps compounding client assets toward the $10 trillion mark.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Morgan Stanley didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Characteristics and Risks of Standardized Options: https://bit.ly/2v9tH6D. Kevin Hincks and Tom White discuss Apple's (AAPL) $30 billion deal to extend their partnership with Broadcom (AVGO) for U.S. made chips.

Broadcom is going to more than 15 billion chips in the US as part of an extended deal with Apple. Mark Gurman reports on how those new US-made components will be used on "Bloomberg Tech.

Vancouver, British Columbia--(Newsfile Corp. - July 8, 2026) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") announces that total production in the second quarter of 2026 from the Company's four producing underground mines in Mexico, namely, the Santa Elena Silver/Gold Mine ("Santa Elena"), the Los Gatos Silver Mine ("Los Gatos") (the Company holds a 70% interest in the Los Gatos Joint Venture that owns the mine), the San Dimas Silver/Gold Mine ("San Dimas"), and the La Encantada Silver Mine ("La Encantada") reached 3.8 million silver ("Ag") ounces, 34,660 gold ("Au") ounces, 16.5 million pounds of zinc ("Zn"), 9.0 million pounds of lead ("Pb") and 252,938 pounds of copper ("Cu"). Q2 2026 PRODUCTION HIGHLIGHTS Silver Production (+3% Y/Y): The Company produced 3.8 million silver ounces in Q2 2026 compared to 3.7 million silver ounces produced in Q2 2025, an increase of 3%.

CALGARY, Alberta--(BUSINESS WIRE)--Pembina Pipeline Corporation ("Pembina" or the "Company") (TSX: PPL; NYSE: PBA), Morgan Stanley Infrastructure Partners ("MSIP"), and Kineticor Asset Management ("Kineticor"), partners in the Greenlight Electricity Centre Limited Partnership ("Greenlight") (the "Partners"), congratulate Meta and the Province of Alberta on today's announcement of a major new data centre project in Alberta. Members of Pembina's leadership team joined Meta, Alberta Premier Daniel.

ARLINGTON, Va.--(BUSINESS WIRE)--AVALONBAY COMMUNITIES, INC. (NYSE: AVB) (the “Company”) will release its second quarter 2026 earnings on July 22, 2026 after the market close. In light of the Company's previously announced merger of equals with Equity Residential (NYSE: EQR), the Company will not hold a conference call to discuss its second quarter 2026 financial results. The Company will provide an investor presentation in connection with its earnings release, which will be posted on the Compa.

DENVER--(BUSINESS WIRE)--VF Corporation Announces First Quarter Fiscal 2027 Earnings and Conference Call Date.

© honglouwawa / Shutterstock.com

The U.S. copper industry is valued at around $20 billion, and is one of the key market indicators many market participants watch closely.

Why is that?

Well, copper is heavily used in industry, and the rise or fall of this particular commodity can portend a great deal for where the economy is headed.

However, I think one of the most important numbers that’s also within this sector is negative eleven cents. That is what it cost Southern Copper (NYSE:SCCO | SCCO Price Prediction) to produce a pound of copper in the first quarter of 2026, on a net basis after by-product credits. The largest publicly traded pure-play copper miner reported an operating cash cost of -$0.11 per pound, down from +$0.77 a year earlier.

Southern Copper flagged the swing as a -114% year-over-year improvement in its Q1 2026 release filed April 29, 2026.

What It Means A negative cash cost carries real weight. It means silver, molybdenum, and zinc pulled from the same ore body generated enough revenue to more than cover the full cost of mining, milling, and refining the copper. Southern Copper earned that outcome in a quarter when silver prices ran +157.9% year over year, molybdenum climbed +24.2%, zinc rose +14.0%, and copper itself gained +37.5%. Sales volumes of silver (+11.6%) and zinc (+16.4%) amplified the effect.

The company posted net income of $1.577 billion, up 66.7% year over year, on revenue of $4.251 billion, up 36.2%. Additionally, Southern Copper’s adjusted EBITDA reached $2.71 billion at a 63.8% margin, which supported operating cash flow more than doubling to $1.695 billion. CEO German Larrea called it a “record-breaking quarter” in prepared remarks.

Market Reaction SCCO stock started the year at $144.57 and closed at $172.01 on July 2, 2026, a 23.31% year-to-date gain. Over the trailing twelve months the stock is up 72.32%. Recent action has cooled, evidenced by shares sinking nearly 15% over the past month from a June 2 level of $201.37, giving long-term holders a pullback inside a longer uptrend.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today.

Bull Case I think Southern Copper’s bull case starts at the cost line and radiates outward. A cash cost below zero means Southern Copper prints cash even if copper retraces from current levels. It also means the company can absorb the operational grind of lower Peruvian ore grades, which pushed Q1 copper output down 4.0% year over year, without ceding margin. That is what a low position on the industry cost curve buys.

The setup extends past one quarter. The Tia Maria project in Peru was 32.5% complete as of Q1, with first production targeted for Q3 2027 and a $1.8 billion budget. Management is committing more than $20.5 billion in capital across the decade to lift output toward 1.6 million tonnes of copper by 2033. Copper itself is providing the tailwind. FRED’s global copper price benchmark reached $13,483.75 per metric ton in May 2026, the top of the 12-month range and the 90.9th percentile of that window.

Holders get paid to wait. The board declared a $1.00 per share cash dividend plus a 0.0100 stock dividend, record date May 13, payable May 29, 2026. Cash and equivalents sat at $4.915 billion at quarter end, with shareholders’ equity up 23.19% year over year.

Sector confirmation runs across the metals complex. Freeport-McMoRan (NYSE:FCX) posted its fourth straight EPS beat with Q1 net income up 154.62% year over year. Newmont (NYSE:NEM) delivered record FY2025 free cash flow of $7.299 billion. MP Materials (NYSE:MP) beat EPS estimates by 182.19% in Q1 with magnetics revenue up 306%. The metals complex is earning its keep.

Bottom Line For a long-term investor, -$0.11 per pound reframes Southern Copper’s risk profile. When the swing metal in the cost structure is a by-product credit, downcycles hurt less and upcycles compound harder. With Tia Maria targeted for Q3 2027 first production and a decade of capital already committed, the next twelve to eighteen months mark the handoff from cost discipline to volume growth.

Keep an eye on copper realizations and Peruvian ore grades in the company’s next earnings report.

Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today.

Contact [email protected] for any questions or corrections.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Allstate Corporation (NYSE: ALL) announced today its board of directors approved a quarterly dividend of $1.08 on each outstanding share of the corporation's common stock to be payable in cash on Oct. 1, 2026, to stockholders of record at the close of business on Aug. 31, 2026.

Financial information, including material announcements about The Allstate Corporation, is routinely posted on www.allstateinvestors.com.

About Allstate

The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online and at the workplace. Allstate has more than 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.

SOURCE The Allstate Corporation

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SAN MATEO, Calif.--(BUSINESS WIRE)--Essex Property Trust, Inc. (NYSE:ESS) announced today that it plans to release its second quarter 2026 earnings after the market closes on Wednesday, July 29, 2026. A conference call with senior management is scheduled for Thursday, July 30, 2026 at 11:00 a.m. Pacific Time or 2:00 p.m. Eastern Time.The second quarter conference call is open to everyone and can be accessed by:Internet: Go to www.essex.com; click on Investors and the second quarter earnings webc.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 29, 2026, beginning at 2:00 p.m. Pacific Daylight Time (5:00 p.m. Eastern Daylight Time).

Webcast: To access the webcast, visit the Investors section of Lam's website at http://www.lamresearch.com and click on the Investors/Investors Overview/Events & Presentations section to view the details.

Replay Information: A webcast replay will be available on the Lam Research website approximately three hours after the conference call concludes.

About Lam Research

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam's equipment and services allow customers to build smaller and better performing devices. In fact, today, nearly every advanced chip is built with Lam technology. We combine superior systems engineering, technology leadership, and a strong values-based culture, with an unwavering commitment to our customers. Lam Research is a FORTUNE 500® company headquartered in Fremont, California, with operations around the globe. Learn more at www.lamresearch.com (LRCX).

IR Contact:

Ram Ganesh
Investor Relations
(510) 572-1615
[email protected]

Source: Lam Research Corporation (Nasdaq: LRCX)

SOURCE Lam Research Corporation

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RAPID CITY, S.D., July 08, 2026 (GLOBE NEWSWIRE) -- Black Hills Corp. (NYSE: BKH) will announce its 2026 second-quarter earnings after the market closes Wednesday, Aug. 5, 2026, and will host a live conference call and webcast at 11 a.m. EDT on Thursday, Aug. 6, 2026, to discuss the company’s financial results.

To participate by phone and ask a question during the live broadcast, participants can access the event directly at Black Hills Corp. Conference Call. Please allow at least five minutes to register. Upon registration, dial-in information will be provided, including a personal identification number.

To access a listen-only webcast and view presentation slides, please register at Black Hills Corp. Webcast. At the conclusion of the call, a replay of the broadcast will be available at this link and at Black Hills’ investor relations website for up to one year.

About Black Hills Corporation
Black Hills Corp. (NYSE: BKH) is a customer-focused, growth-oriented utility company with a tradition of improving life with energy and a vision to be the energy partner of choice. Based in Rapid City, South Dakota, the company serves more than 1.37 million natural gas and electric utility customers in eight states: Arkansas, Colorado, Iowa, Kansas, Montana, Nebraska, South Dakota and Wyoming. More information is available at www.blackhillscorp.com.

Investor Relations
Sal Diaz
[email protected]

24-Hour Media Relations Line
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Blue Origin is reportedly targeting a $130 billion private-market valuation, which would be just a fraction of SpaceX's nearly $2 trillion market capitalization.

NEWTON, Mass.--(BUSINESS WIRE)--Service Properties Trust (Nasdaq: SVC) today announced that it will issue a press release containing its second quarter 2026 results after the Nasdaq closes on Wednesday, August 5, 2026. On Thursday, August 6, 2026 at 10:00 a.m. Eastern Time, President and Chief Executive Officer Chris Bilotto, Chief Financial Officer and Treasurer Brian Donley and Vice President Jesse Abair will host a conference call to discuss these results. The conference call telephone numbe.

-

SEATTLE--(BUSINESS WIRE)--Expedia Group (NASDAQ: EXPE) will report its second quarter 2026 results for the period ended June 30, 2026, on Wednesday, August 5, 2026 via an earnings release and accompanying webcast. These items will be available in the Investor Relations section of the company’s corporate website at http://ir.expediagroup.com. The earnings release will post after market close and the webcast will begin at 1:30 PM Pacific Time / 4:30 PM Eastern Time. A replay of the call is expected to be available for approximately twelve months.

About Expedia Group

Expedia Group, Inc. (NASDAQ: EXPE) is the global travel marketplace with one purpose: to help travelers explore the world, one journey at a time. Expedia Group™ connects travelers, partners, and advertisers through its trusted brands, leading technology, and rich first-party data, delivering predictive, personalized experiences that shape the future of travel.

Expedia Group’s ecosystem includes three flagship consumer brands – Expedia®, Hotels.com®, and Vrbo® – the largest B2B travel business, and a premier advertising network. Guided by an experienced and passionate global team, Expedia Group helps millions of travelers in more than 70 countries explore the world with confidence and ease.

© 2026 Expedia, Inc., an Expedia Group company. All rights reserved. Expedia Group and the Expedia Group logo are trademarks of Expedia, Inc. CST: 2029030-50.

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The submission marks an important milestone in FMC's efforts to advance next-generation weed control technologies as resistance pressure intensifies in key row crop markets.

, /PRNewswire/ -- FMC Corporation (NYSE: FMC), a leading global agricultural sciences company, today announced it has submitted the regulatory dossier for rimisoxafen to the United States (U.S.) Environmental Protection Agency (EPA), the first regulatory submission globally for this groundbreaking herbicide active ingredient. The U.S. submission covers use on corn, soybean, sunflower and select pulse crops.

"Filing the first regulatory dossier for rimisoxafen with the EPA represents a significant milestone for FMC," said Seva Rostovtsev, executive vice president and chief technology officer at FMC. "Years of innovation and scientific discovery have brought us to this point, and we are proud to advance this breakthrough dual mode of action technology through the regulatory process on behalf of growers facing increasingly complex weed resistance challenges."

Discovered at FMC's Stine Research Center and built on over a decade of biology research and more than 1,000 field and greenhouse studies, rimisoxafen is the first herbicide active ingredient ever classified as a dual mode of action by the Global Herbicide Resistance Action Committee (HRAC). Designated under Groups 12 and 32, rimisoxafen inhibits two distinct biochemical pathways in weeds, which helps delay resistance development compared to single mode of action herbicides.

Herbicide-resistant weeds continue to challenge growers and drive demand for new and underutilized modes of action. According to a 2025 Weed Science Society of America National Weed Survey, Palmer amaranth and waterhemp rank as the most troublesome broadleaf weeds in U.S. soybean production1. In extensive field testing, rimisoxafen has demonstrated consistent activity against both. The U.S. represents a critical market for next-generation weed control solutions with more than 70 million hectares of corn and soybeans grown annually and growers spending more than $6 billion annually on weed control.

Rimisoxafen is the third novel herbicide active ingredient FMC has advanced to regulatory submission in recent years, following Isoflex™ active and Dodhylex™ active. Together, these submissions reflect the depth and productivity of FMC's R&D pipeline and the company's commitment to advancing next-generation crop protection solutions through the regulatory process.

FMC intends to pursue regulatory submissions for rimisoxafen in additional key geographies and crop segments as part of its global development program. Timing and outcomes are subject to regulatory review and approval in each jurisdiction. Rimisoxafen is not currently registered for sale or use in the United States or any other country. No offer for sale, sale or use of this product is permitted prior to receipt of all required regulatory approvals.

About FMC

FMC Corporation is a global agricultural sciences company dedicated to helping growers produce food, feed, fiber and fuel for an expanding world population while adapting to a changing environment. FMC's innovative crop protection solutions – including biologicals, crop nutrition, digital and precision agriculture – enable growers and crop advisers to address their toughest challenges economically while protecting the environment. FMC is committed to discovering new herbicide, insecticide and fungicide active ingredients, product formulations and pioneering technologies that are consistently better for the planet. Visit fmc.com to learn more and follow us on LinkedIn®.

Dodhylex and Isoflex are trademarks of FMC Corporation and/or an affiliate. Always read and follow all label directions, restrictions and precautions for use. Products listed here may not be registered for sale or use in all states, countries or jurisdictions.

Statement under the Safe Harbor Provisions of the Private Securities Litigation Reform Act of 1995: FMC and its representatives may from time to time make written or oral statements that are "forward-looking" and provide other than historical information, including statements contained in this press release, in FMC's other filings with the SEC, and in presentations, reports or letters to FMC stockholders.

In some cases, FMC has identified these forward-looking statements by such words or phrases as "outlook", "will likely result," "is confident that," "expect," "expects," "should," "could," "may," "will continue to," "believe," "believes," "anticipates," "predicts," "forecasts," "estimates," "projects," "potential," "intends" or similar expressions identifying "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, including the negative of those words or phrases. Such forward-looking statements are based on our current views and assumptions regarding future events, future business conditions and the outlook for the company based on currently available information. The forward-looking statements involve known and unknown risks, uncertainties and other factors that may cause actual results to be materially different from any results, levels of activity, performance or achievements expressed or implied by any forward-looking statement. These statements are qualified by reference to the risk factors included in Part I, Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2025 (the "2025 Form 10-K"), the section captioned "Forward-Looking Information" in Part II of the 2025 Form 10-K and to similar risk factors and cautionary statements in all other reports and forms filed with the Securities and Exchange Commission ("SEC"). We wish to caution readers not to place undue reliance on any such forward-looking statements, which speak only as of the date made. Forward-looking statements are qualified in their entirety by the above cautionary statement.

We specifically decline to undertake any obligation, and specifically disclaims any duty, to publicly update or revise any forward-looking statements that have been made to reflect events or circumstances after the date of such statements or to reflect the occurrence of anticipated or unanticipated events, except as may be required by law.

1 Van Wychen, L. (2025). 2025 Survey of the Most Common and Troublesome Weeds in Broadleaf Crops, Fruits & Vegetables, and Hemp in the United States and Canada. Weed Science Society of America National Weed Survey Dataset. Available at: https://wssa.net/2025/11/wssa-survey-shows-an-urgent-need-for-new-weed-control-strategies/

SOURCE FMC Corporation