Track market-moving stories before they get noisy

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 British Summer Time) to review its financial results and business outlook. The live audio webcast will be available at: https://edge.media-server.com/mmc/p/odrefapr and a replay of the conference call c.

První polovina roku 2026 investorům připomněla, že se situace na trzích může zcela změnit během několika dnů. Válka s Íránem zvedla ceny ropy, trhy přecenily výhled sazeb Fedu i ECB a boom kolem umělé inteligence začíná mít vedle růstového příběhu také inflační a kapitálovou stránku.

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Nejen zpravodajství, ale i další služby získáte v Patria Plus / Investor Plus - sms a e-mailové zpravodajství, data z finančních trhů v reálném čase, kompletní analytický servis, rozsáhlé databáze časových řad ke stažení, prognózy vývoje a valuace, ekonomické fundamenty, nástroje a kalkulátory... více

It doesn't matter your age or experience: taking full advantage of the stock market and investing with confidence are common goals for all investors. Luckily, Zacks Premium offers several different ways to do both.

The popular research service can help you become a smarter, more self-assured investor, giving you access to daily updates of the Zacks Rank and Zacks Industry Rank, the Zacks #1 Rank List, Equity Research reports, and Premium stock screens.

It also includes access to the Zacks Style Scores.

What are the Zacks Style Scores? The Zacks Style Scores, developed alongside the Zacks Rank, are complementary indicators that rate stocks based on three widely-followed investing methodologies; they also help investors pick stocks with the best chances of beating the market over the next 30 days.

Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.

The Style Scores are broken down into four categories:

Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.

Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.

Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.

VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.

How Style Scores Work with the Zacks Rank The Zacks Rank is a proprietary stock-rating model that harnesses the power of earnings estimate revisions, or changes to a company's earnings expectations, to help investors build a successful portfolio.

#1 (Strong Buy) stocks have produced an unmatched +23.94% average annual return since 1988, which is more than double the S&P 500's performance over the same time frame. However, the Zacks Rank examines a ton of stocks, and there can be more than 200 companies with a Strong Buy rank, and another 600 with a #2 (Buy) rank, on any given day.

This totals more than 800 top-rated stocks, and it can be overwhelming to try and pick the best stocks for you and your portfolio.

That's where the Style Scores come in.

To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.

The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.

For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.

Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.

Stock to Watch: Burlington Stores (BURL - Free Report) Founded in 1972 and headquartered in New Jersey, Burlington Stores, Inc. is a Fortune 500 company and an off-price retailer operating in the United States and Puerto Rico. Through its subsidiary, Burlington Coat Factory Warehouse Corporation, the company provides a line of value-priced products, including women’s ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts and coats.

BURL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.

Additionally, the company could be a top pick for growth investors. BURL has a Growth Style Score of A, forecasting year-over-year earnings growth of 20% for the current fiscal year.

For fiscal 2027, four analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.39 to $11.71 per share. BURL boasts an average earnings surprise of +14%.

With a solid Zacks Rank and top-tier Growth and VGM Style Scores, BURL should be on investors' short list.

For those looking to find strong Business Services stocks, it is prudent to search for companies in the group that are outperforming their peers. Has Clean Harbors (CLH - Free Report) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.

Clean Harbors is one of 247 companies in the Business Services group. The Business Services group currently sits at #7 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank is a proven system that emphasizes earnings estimates and estimate revisions, highlighting a variety of stocks that are displaying the right characteristics to beat the market over the next one to three months. Clean Harbors is currently sporting a Zacks Rank of #2 (Buy).

Over the past 90 days, the Zacks Consensus Estimate for CLH's full-year earnings has moved 4.1% higher. This shows that analyst sentiment has improved and the company's earnings outlook is stronger.

According to our latest data, CLH has moved about 27.1% on a year-to-date basis. In comparison, Business Services companies have returned an average of -8.2%. This shows that Clean Harbors is outperforming its peers so far this year.

One other Business Services stock that has outperformed the sector so far this year is Dave Inc. (DAVE - Free Report) . The stock is up 73.4% year-to-date.

The consensus estimate for Dave Inc.'s current year EPS has increased 20.7% over the past three months. The stock currently has a Zacks Rank #1 (Strong Buy).

Looking more specifically, Clean Harbors belongs to the Waste Removal Services industry, a group that includes 23 individual stocks and currently sits at #53 in the Zacks Industry Rank. This group has lost an average of 0.9% so far this year, so CLH is performing better in this area.

In contrast, Dave Inc. falls under the Technology Services industry. Currently, this industry has 121 stocks and is ranked #110. Since the beginning of the year, the industry has moved -1.6%.

Investors with an interest in Business Services stocks should continue to track Clean Harbors and Dave Inc.. These stocks will be looking to continue their solid performance.

Helen of Troy (NASDAQ:HELE) delivered a surprise first-quarter profit and raised its full-year revenue guidance, pointing to early progress in its multi-year restructuring effort.

The consumer products company posted adjusted earnings per share of $0.17 for the quarter, sharply beating the analyst consensus, which had called for a loss of $0.01 per share.

Net sales climbed 8.2% year-over-year to $402.1 million, topping forecasts of roughly $374.5 million. Growth was broad-based, with the Home & Outdoor segment up 9.5% and Beauty & Wellness rising 7%.

Following the results, management raised its fiscal 2027 revenue guidance to a range of $1.76 billion to $1.83 billion. Adjusted earnings guidance was maintained at $3.25 to $3.75 per share, a level the company said reflects stabilization after steep declines in fiscal 2026.

The results build on Project Pegasus, a multi-year restructuring program aimed at modernizing the business and improving operating margins. As part of that effort, Helen of Troy (NASDAQ:HELE) has been diversifying its supply chain to limit exposure to China-related tariffs, targeting China-sourced products at 25% to 30% of consolidated cost of goods sold by the end of fiscal 2026.

Gross margin fell 110 basis points to 46% in the quarter due to tariff pressure and customer mix, though cost savings from Project Pegasus helped offset the impact.

Management said it is focusing marketing and innovation spending on brands including OXO, Hydro Flask and Osprey, aiming to fund reinvestment through revenue growth.

The company's broader portfolio spans the Home & Outdoor and Beauty & Wellness segments and includes Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June.

Shares of Helen of Troy were down 2.2% on Wednesday morning.

Helen of Troy (HELE - Free Report) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.02 per share. This compares to earnings of $0.41 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +750.00%. A quarter ago, it was expected that this personal and household products company would post earnings of $0.66 per share when it actually produced earnings of $0.83, delivering a surprise of +25.76%.

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

Helen of Troy, which belongs to the Zacks Cosmetics industry, posted revenues of $402.12 million for the quarter ended May 2026, surpassing the Zacks Consensus Estimate by 7.20%. This compares to year-ago revenues of $371.65 million. The company has topped consensus revenue estimates four times over the last four quarters.

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

Helen of Troy shares have added about 32% since the beginning of the year versus the S&P 500's gain of 9.6%.

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

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

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

Ahead of this earnings release, the estimate revisions trend for Helen of Troy was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.48 on $435.91 million in revenues for the coming quarter and $3.44 on $1.78 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Cosmetics is currently in the top 33% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Another stock from the same industry, e.l.f. Beauty (ELF - Free Report) , has yet to report results for the quarter ended June 2026.

This cosmetics company is expected to post quarterly earnings of $0.73 per share in its upcoming report, which represents a year-over-year change of -18%. The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level.

e.l.f. Beauty's revenues are expected to be $424.55 million, up 20% from the year-ago quarter.

Helen of Troy (NASDAQ:HELE) delivered a surprise first-quarter profit and raised its full-year revenue guidance, pointing to early progress in its multi-year restructuring effort.

The consumer products company posted adjusted earnings per share of $0.17 for the quarter, sharply beating the analyst consensus, which had called for a loss of $0.01 per share.

Net sales climbed 8.2% year-over-year to $402.1 million, topping forecasts of roughly $374.5 million. Growth was broad-based, with the Home & Outdoor segment up 9.5% and Beauty & Wellness rising 7%.

Following the results, management raised its fiscal 2027 revenue guidance to a range of $1.76 billion to $1.83 billion. Adjusted earnings guidance was maintained at $3.25 to $3.75 per share, a level the company said reflects stabilization after steep declines in fiscal 2026.

The results build on Project Pegasus, a multi-year restructuring program aimed at modernizing the business and improving operating margins. As part of that effort, Helen of Troy (NASDAQ:HELE) has been diversifying its supply chain to limit exposure to China-related tariffs, targeting China-sourced products at 25% to 30% of consolidated cost of goods sold by the end of fiscal 2026.

Gross margin fell 110 basis points to 46% in the quarter due to tariff pressure and customer mix, though cost savings from Project Pegasus helped offset the impact.

Management said it is focusing marketing and innovation spending on brands including OXO, Hydro Flask and Osprey, aiming to fund reinvestment through revenue growth.

The company's broader portfolio spans the Home & Outdoor and Beauty & Wellness segments and includes Vicks, Braun, Honeywell, PUR, Hot Tools, Drybar, Curlsmith, Revlon and Olive & June.

Shares of Helen of Troy were down 2.2% on Wednesday morning.

ROSWELL, Ga.--(BUSINESS WIRE)--SiteOne® Landscape Supply, Inc. (the “Company”) (NYSE: SITE), the largest and only nationwide full product line wholesale distributor of landscape supplies in the United States, today announced that the Company will release its second quarter 2026 results before the market opens on Wednesday, July 29, 2026. The Company will hold a conference call to discuss the results at 8:00 a.m. (ET) that same day. Interested investors and other parties can listen to a webcast.

Levi Strauss (LEVI) shares recently tapped highs not seen since January 2022, but as Rick Ducat points out, bulls recently struggled to break above a key resistance level. He walks investors through his technical analysis in Levi ahead of earnings and offers an example options trade for the staple clothing brand.

STAMFORD, Conn.--(BUSINESS WIRE)--Hexcel Corporation (NYSE: HXL), a global leader in advanced lightweight composites technology, today announced its participation in the upcoming Farnborough International Airshow, July 20-24, 2026. As a vertically integrated supplier, Hexcel delivers a full range of high-performance composite materials used extensively across commercial aerospace, defense, and space applications. “The Farnborough Air Show provides an important platform to highlight the continue.

Investors interested in Retail-Wholesale stocks should always be looking to find the best-performing companies in the group. Signet (SIG - Free Report) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.

Signet is one of 187 companies in the Retail-Wholesale group. The Retail-Wholesale group currently sits at #10 within the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors.

The Zacks Rank is a successful stock-picking model that emphasizes earnings estimates and estimate revisions. The system highlights a number of different stocks that could be poised to outperform the broader market over the next one to three months. Signet is currently sporting a Zacks Rank of #2 (Buy).

The Zacks Consensus Estimate for SIG's full-year earnings has moved 2.6% higher within the past quarter. This is a sign of improving analyst sentiment and a positive earnings outlook trend.

Based on the most recent data, SIG has returned 0.7% so far this year. In comparison, Retail-Wholesale companies have returned an average of 0.3%. This shows that Signet is outperforming its peers so far this year.

Another stock in the Retail-Wholesale sector, Movado (MOV - Free Report) , has outperformed the sector so far this year. The stock's year-to-date return is 83.8%.

Over the past three months, Movado's consensus EPS estimate for the current year has increased 19.6%. The stock currently has a Zacks Rank #1 (Strong Buy).

Breaking things down more, Signet is a member of the Retail - Jewelry industry, which includes 6 individual companies and currently sits at #31 in the Zacks Industry Rank. This group has gained an average of 6.2% so far this year, so SIG is slightly underperforming its industry in this area. Movado is also part of the same industry.

Investors with an interest in Retail-Wholesale stocks should continue to track Signet and Movado. These stocks will be looking to continue their solid performance.

USA: Velkoobchodní zásoby v květnu podle konečných dat meziměsíčně vzrostly o 0,1 %

The space economy is a popular investing topic right now, as Space Exploration Technologies completed its record-setting initial public offering. SpaceX stock remains a hot commodity, with the company sporting a market capitalization of more than $2 trillion.

But while SpaceX is soaking up a lot of attention, several other companies are also playing important roles in building out the space economy. And while they're flying somewhat under the radar right now, I think AST SpaceMobile (ASTS +3.71%), Intuitive Machines (LUNR +0.28%), and Redwire (RDW +4.46%) have compelling cases to deliver big returns over the next decade.

Image source: Getty Images.

1. AST SpaceMobile The only profitable division for SpaceX right now is Starlink, the company's space-based internet and mobile connectivity network. But AST SpaceMobile is a primary competitor in the direct-to-cell satellite business.

The two companies have different approaches. SpaceX currently has a constellation of 9,600 satellites in low-Earth orbit and about 10.2 million customers worldwide. AST SpaceMobile, meanwhile, aims to have a network of 45 larger BlueBird satellites in orbit this year to support its agreements with nearly 60 mobile network operators worldwide. AST announced that BlueBirds 11, 12, and 13, each measuring about 2,400 square feet, are scheduled to launch in August.

"With each successful launch, we move closer to our goal of making space-based cellular broadband accessible wherever people live, work, and travel," AST SpaceMobile president Scott Wisniewski said.

AST reported first-quarter revenue of $14.7 million, up from $718,000 a year ago, with a net loss of $191.01 million, or $0.66 per share. But it's growing quickly -- management projects full-year revenue of $150 million to $200 million. The company ended the quarter with $3.5 billion in cash and cash equivalents.

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2. Intuitive Machines Intuitive Machines is a major NASA contractor and the first commercial company to soft-land a spacecraft on the Moon. The company successfully achieved a soft landing on the lunar surface in 2024 during its IM-1 mission, which carried the Odysseus lander.

The company builds satellites and landers and is involved in NASA's Power and Propulsion Element (PPE), which is being repurposed to support NASA's planned 2028 Mars mission.

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Intuitive is also in a growth spurt, having recently closed its acquisition of spacecraft manufacturer Lanteris Space Systems. That allowed Intuitive to report record quarterly revenue of $186.7 million in the first quarter, nearly three times higher and driven primarily by the Lanteris deal, management said. The company reported a net loss of $52.5 million and $0.25 per share in the quarter but now has a backlog of $1.1 billion, up $852 million from Dec. 31.

"The next phase of the space economy will not be defined only by who reaches new destinations," CEO Steve Altemus said. "It will be defined by who can build the infrastructure, connect it reliably, and operate it at scale. That is what Intuitive Machines is building."

3. Redwire Redwire also played a major role in a recent Moon mission, as its optical imaging and Sun sensor technologies were used in NASA's Artemis II mission, which completed a manned flyby of the Moon this year.

The company is essential to figuring out how to grow food in space -- something that will be important if humanity is to realize the dream of extended spaceflight and, one day, inhabiting the Moon or other planets. It operates a greenhouse on the International Space Station, the first commercially owned facility in space to grow crops.

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The company reported revenue of $97 million in the first quarter, up 57.9% year over year, and projected revenue of $450 million to $500 million for the full year. Redwire had a backlog of $498.1 million at the end of the quarter.

Redwire is also set up for success over the next decade, as it was one of 14 companies selected by the Space Force to compete for contracts under the 10-year Andromeda program that tracks and identifies objects in Earth orbit. The task order's size increased from $1.8 billion to $6 billion, giving Redwire plenty of opportunities to win work against a limited field of competitors.

Nuclear energy stocks like Oklo (OKLO 0.99%), NuScale Power (SMR 1.73%), and Cameco (CCJ 1.46%) surged last year, but this volatility cuts both ways. Advanced reactor start-ups Oklo and NuScale Power have had a tough go of it, with the stocks down 27% and 30%, respectively, since the start of the year. Meanwhile, Cameco stock is up 7% year to date but down 27% from its February peak.

While the nuclear energy trade has cooled in the first half of the year, the long-term industry tailwinds remain firmly in place. Amid this volatility, one nuclear energy stock stands out as a buy for investors today.

Image source: Getty Images.

Nuclear stocks have cooled off after surging in 2025 Nuclear stocks were on fire in 2025 amid hype over artificial intelligence data centers, rising energy demands, the Trump administration's push to secure energy independence, and growing global support for nuclear energy. However, the strength has faded early in this year as investors reevaluate the timeline for nuclear energy to begin making an impact.

The nuclear industry was out of favor following the Fukushima nuclear accident in 2011. For years, countries shifted away from nuclear power due to safety concerns, but now nuclear power is returning to favor as energy needs grow. A major reason why is that nuclear is a clean-burning, reliable baseload energy source that could help meet the growing power needs of data centers alongside residential customers.

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After a strong 2025, Cameco has experienced volatility. While its uranium mining business is insulated by tight global supply, its fuel services segment normalized in the first quarter due to a decline in average exchange rates and compressed margins.

Upstarts Oklo and NuScale have experienced significant volatility Oklo and NuScale Power have experienced larger price swings due to the long implementation timelines for their technologies. Last year, Oklo's stock peaked at around $193 per share, while NuScale Power's reached $57 per share. Today, the two stocks are down 73% and 83%, respectively, from their 52-week highs.

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Oklo made headlines when it secured a commitment on a power campus project with Meta Platforms. Meanwhile, NuScale is working to build its first power plant in Romania and is in the pre-development planning phase with the Tennessee Valley Authority for up to 6 gigawatts of SMR (small modular reactor) capacity, but has yet to secure a firm commitment. The volatility in Oklo and NuScale highlights the risks of investing in early-stage start-ups with lengthy development ahead before they operate commercially.

It will be several years before any of these microreactor or small modular reactor technologies go into operation. NuScale has the only SMR design certified by the Nuclear Regulatory Commission. Meanwhile, Oklo is working with the Department of Energy's Reactor Pilot Program to develop its projects, and hopes to start up its first Aurora Powerhouse by late 2027 or early 2028. However, these advanced reactor technologies won't be operating at scale on a commercial level until the 2030s.

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Cameco has a more established business Cameco has gotten caught up in the nuclear sell-off, but it has a distinct advantage over upstarts like Oklo and NuScale: It is a mature company that should benefit from growing uranium demand in the coming years. That's because it operates high-grade mines in Canada, giving it a North American presence as the U.S. seeks to secure energy from allies and reduce its reliance on Russian uranium.

What's more, Cameco has a 49% ownership stake in Westinghouse, which provides upside exposure to the nuclear energy infrastructure build-out and a share of Westinghouse's high-margin utility services, reactor maintenance, and fuel assembly revenues, complementing its upstream mining operations.

Which nuclear energy stock is right for you? The nuclear energy story remains intact but will take decades to play out as countries build out nuclear power capacity and approve advanced nuclear technologies, which could potentially change how nuclear energy is deployed. For investors buying into the nuclear hype, it's important to maintain a long-term outlook when investing in any of these companies.

Oklo and NuScale Power are still in the early innings of their development, and the volatility of the last couple of years highlights the risks of holding these companies. On the other hand, Cameco is a developed company that will benefit more immediately from the nuclear build-out, which is why I think it stands out as the nuclear energy stock to buy the dip on right now.

Cathie Wood is a growth investor, but that doesn't mean she'll shy away from buying opportunities when her portfolios are coming under pressure. The co-founder and CEO of Ark Invest added to a few existing positions in her fund family's ETFs on Tuesday.

She was a buyer of CoreWeave (CRWV +3.40%), SpaceX (SPCX +1.17%), and X-Energy (XE 0.85%), which declined 3%, 7%, and 10%, respectively, on Tuesday. Let's take a closer look at the three potentially opportunistic purchases by Ark this week.

Image source: Getty Images.

1. CoreWeave CoreWeave stock's 3% slide on Tuesday may not seem like much, but zoom out. The hyperscaler has seen its value cut nearly in half, down 48% since peaking exactly one year ago today. You can zoom out even more for a different story. CoreWeave went public at $40 a share just 16 months ago, and even closed slightly lower on its first day of trading. The shares have more than doubled from last year's IPO price.

CoreWeave has an origin story as wild as its stock chart. The company was started by a few hedge fund friends, who bought a few GPUs to mine crypto. When the market for digital currencies experienced a pullback, they had a choice to make. They could fold, as so many were doing in their position, or they could take advantage of the situation by picking up more GPUs at fire-sale prices from fellow failed crypto-mining upstarts.

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CoreWeave was targeting two emerging industries that needed the high-performance and low-latency GPUs solutions they could provide: movie studios looking to render special effects and generative AI start-ups. The latter of those two groups put CoreWeave on the map.

Business is booming as CoreWeave rides the booming demand for AI resources. Revenue soared 112% to top $2 billion in its latest quarter, comfortably ahead of the 101% increase analysts were expecting. The top-line beat was edged out by CoreWeave's wider-than-expected loss. It has missed Wall Street's profit targets in three of its first four quarters as a public company.

CoreWeave had a revenue backlog of $99.4 billion by the end of the first quarter. It landed nearly $40 billion in new orders during the quarter, including a $21 billion commitment for Meta Platforms (META 1.88%) in March. In a sign of how quickly the marketplace is changing, CoreWeave took a hit last week, after Bloomberg reported that Meta was starting to offer AI processing to third-party customers. Was the company accounting for more than a fifth of CoreWeave's backlog about to become a competitor?

In the meantime, top-line growth should be stellar through at least the next few quarters. The $12 billion to $13 billion it's currently modeling for 2026 means another year of revenue that more than doubles for CoreWeave.

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2. SpaceX CoreWeave was added to the Nasdaq-100 index last month. SpaceX just got added to the widely followed index on Tuesday. Bulls were expecting billions in SpaceX stock buying by index-tracking fund managers on Tuesday. But that wasn't enough. The stock pulled back 7% on the day.

The company behind Starlink, launch services, and the push for reusable rockets is still comfortably ahead of last month's IPO price of $135, but Tuesday's markdown leaves SpaceX trading 34% below the high it hit on its third day of trading.

The long-term upside may seem as high as the sky that it routinely penetrates. It's already the world's leading satellite internet provider and the top dog in rocket launches. If the local uproar against building out data centers in the area eventually becomes viable in outer space, SpaceX should be the lead horse in the future.

The short-term upside may be limited. It's already one of just seven companies with market caps above $2 trillion. And it's the only one on that list that's currently not profitable. Its $19 billion in trailing revenue is also the smallest in that group, by a large margin.

SpaceX is growing faster than the others on that list, and it's expected to join them in profitability next year. The valuation argument is hard to make for now, but Wood is a believer. Don't be surprised to see her pick up the pace of her purchases if SpaceX buckles below its IPO price later this summer.

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16.40

3. X-Energy If CoreWeave investors who bought at the top on July 8 of last year are feeling the pain of losing almost half of their money on paper, peak X-Energy investors have lost more. Like SpaceX, its shares also peaked on its third day of trading earlier this year. In this case, the stock is down a brutal 55% since scoring that April high.

X-Energy is a developer of small modular reactors. Nuclear power is gaining momentum as a clean and efficient means of powering the AI revolution. X-Energy has the advantage of more than 100 active projects, even if it will be a long time before they start seeing the light of day. Beyond the rich pipeline, X-Energy has cleared many regulatory hurdles. The springtime IPO left it flush with cash. It just needs to get started.

Unlike CoreWeave and SpaceX, X-Energy is a broken IPO. It hit the market at $23 three months ago, and it's now trading in the teens. It has faced some reactor design and construction delays, but this was always going to be a stock for patient investors.

MENOMONEE FALLS, Wis.--(BUSINESS WIRE)--This back-to-school season, Kohl's (NYSE: KSS) is making shopping easier by focusing on the brands, styles, and sizes families need to start the school year off right. From national favorites like Nike and Levi's to By Kohl's brands such as SO, Tek Gear, FLX, and Jumping Beans, Kohl's combines the trends kids want with the quality and affordability parents expect, including thousands of products under $25. Kohl's is making it easier to shop with curated,.

Silicon Motion (SIMO - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Over the past month, shares of this chip company have returned +13.5%, compared to the Zacks S&P 500 composite's +1.6% change. During this period, the Zacks Computer - Integrated Systems industry, which Silicon Motion falls in, has gained 7.4%. The key question now is: What could be the stock's future direction?

While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings.

Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.

Silicon Motion is expected to post earnings of $2.09 per share for the current quarter, representing a year-over-year change of +202.9%. Over the last 30 days, the Zacks Consensus Estimate has changed +3%.

The consensus earnings estimate of $8.87 for the current fiscal year indicates a year-over-year change of +149.9%. This estimate has changed +3.7% over the last 30 days.

For the next fiscal year, the consensus earnings estimate of $10.87 indicates a change of +22.6% from what Silicon Motion is expected to report a year ago. Over the past month, the estimate has changed +4.9%.

With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Silicon Motion.

The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:

12 Month EPS

Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.

In the case of Silicon Motion, the consensus sales estimate of $401.53 million for the current quarter points to a year-over-year change of +102.1%. The $1.57 billion and $1.88 billion estimates for the current and next fiscal years indicate changes of +77.7% and +19.5%, respectively.

Last Reported Results and Surprise HistorySilicon Motion reported revenues of $342.11 million in the last reported quarter, representing a year-over-year change of +105.5%. EPS of $1.58 for the same period compares with $0.6 a year ago.

Compared to the Zacks Consensus Estimate of $299.49 million, the reported revenues represent a surprise of +14.23%. The EPS surprise was +20.61%.

Over the last four quarters, Silicon Motion surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period.

ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects.

While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.

The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.

Silicon Motion is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.

ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Silicon Motion. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.

A quick update to our May split-candidate ranking: none of the four has announced a split. Splits are cosmetic and change nothing fundamental, but retail optics still matter. Here is each name’s split candidacy, anchored to one operational metric Wall Street should be watching.

SanDisk: Data Center Revenue Mix SanDisk (NASDAQ:SNDK | SNDK Price Prediction) closed most recently at $1,617.70 after a 581.5% year-to-date ramp. The metric that matters: Data center revenue hit $1.467 billion, up 645% year over year, lifting group gross margin to 78.4%. That mix shift is the split-catalyst signal, more telling than headline EPS.

GE Vernova: Gas Power Backlog in Gigawatts GE Vernova (NYSE:GEV) trades at $1,077.08. Watch Gas Power combined backlog plus slot reservations: 100 GW, targeting 110+ GW by year-end 2026. Electrification data-center orders alone hit $2.4 billion in Q1 2026, exceeding all of 2025. A four-digit share price, but no split filing on record.

United Rentals: Fleet Productivity United Rentals (NYSE:URI) has crossed into four-digit territory at $1,056.02. The operational signal is fleet productivity, up 2.3% year over year, with average original equipment cost (OEC) up 5.7%. United Rentals has never split despite the share price, and there is still no filing on record.

ASML: EUV Bookings Share ASML (NASDAQ:ASML) trades at $1,747.28. Track extreme ultraviolet (EUV) lithography as a share of bookings: $8.60 billion of $15.28 billion in Q4 FY25 orders. As a foreign issuer with ADR mechanics, ASML remains the least likely splitter, and no announcement has surfaced.

The Verdict All four are climbing on operational strength, and that remains the only signal that should move capital.

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

Contact [email protected] for any questions or corrections.

July 08, 2026 08:00 ET  | Source: UroGen Pharma Ltd.

FDA clearance enables initiation of a planned Phase 1 clinical study evaluating local intravesical administration of UGN-501, with patient enrollment expected to begin in Q4 2026UGN-501 is a differentiated investigational next-generation oncolytic virus designed to combine direct tumor cell destruction with anti-tumor immune activation PRINCETON, N.J., July 08, 2026 (GLOBE NEWSWIRE) -- UroGen Pharma Ltd. (Nasdaq: URGN), a biotech company dedicated to developing and commercializing innovative solutions that treat urothelial and specialty cancers, today announced that the U.S. Food and Drug Administration (FDA) cleared the Company's Investigational New Drug application (IND) for UGN-501, a next-generation investigational oncolytic virus. The IND clearance enables initiation of a planned Phase 1 clinical study in patients with non-muscle invasive bladder cancer (NMIBC). The Phase 1 study is expected to begin in Q4 2026 and will evaluate the safety, tolerability, and feasibility of intravesical administration of UGN-501.

"Patients with non-muscle invasive bladder cancer continue to face a significant risk of disease recurrence despite available treatment options," said Mark Schoenberg, M.D., Chief Medical Officer of UroGen. "UGN-501 is an investigational next-generation oncolytic virus designed to selectively destroy tumor cells while generating an anti-tumor immune response. FDA clearance of the IND allows us to begin evaluating whether the encouraging nonclinical profile of UGN-501 can translate into a safe and meaningful therapeutic approach for patients with NMIBC. We look forward to initiating the Phase 1 study and advancing our efforts to develop innovative treatment options for patients with bladder cancer."

NMIBC continues to present significant clinical challenges, particularly among patients whose disease recurs following standard treatment. Despite available therapies, recurrence rates remain substantial, underscoring the need for novel bladder-sparing therapeutic approaches. UroGen believes UGN-501's differentiated mechanism of action and local administration strategy may offer a promising new approach for addressing this unmet need.

About UGN-501

UGN-501 is an investigational, next-generation oncolytic virus being investigated for the treatment of non-muscle invasive bladder cancer (NMIBC). UGN-501 is designed to selectively replicate within tumor cells, resulting in direct tumor cell destruction and an anti-tumor immune response. The program is supported by nonclinical data demonstrating cytotoxic activity across a broad panel of bladder cancer cell lines representing multiple stages and grades of disease. While UGN-501 is initially being developed for bladder cancer, the Company believes UGN-501's underlying properties may have broader applicability across additional solid tumor indications and intends to evaluate future development opportunities based on emerging clinical and translational data.

About UroGen Pharma Ltd.

UroGen is a biotech company dedicated to developing and commercializing innovative solutions that treat urothelial and specialty cancers because patients deserve better options. UroGen has developed RTGel reverse-thermal hydrogel, a proprietary sustained-release, hydrogel-based platform technology that has the potential to improve the therapeutic profiles of existing drugs. UroGen’s sustained release technology is designed to enable longer exposure of the urinary tract tissue to medications, making local therapy a potentially more effective treatment option. Our first product to treat low-grade upper tract urothelial cancer and our second product to treat adult patients with recurrent LG-IR-NMIBC, are designed to ablate tumors by non-surgical means. UroGen is headquartered in Princeton, NJ with operations in Israel.

Visit www.UroGen.com to learn more or follow us on X (formerly Twitter), @UroGenPharma.

Forward-Looking Statements

This press release contains forward-looking statements as that term is defined in the Private Securities Litigation Reform Act of 1995, including, without limitation, statements regarding: the planned Phase 1 clinical study of UGN-501 in NMIBC and the expected timing for patient enrollment; the potential benefits of UGN-501, including to selectively target cancer cells while retaining potency, triggering an immune response, and minimizing systemic exposure; UGN-501’s potential as a safe and meaningful therapeutic approach for patients with NMIBC and its potential for broader applicability across additional solid tumor indications; UroGen’s plans to evaluate future development opportunities for NMIBC based on emerging clinical and translational data; the belief that UGN-501 has several attributes that differentiate it from other oncolytic viruses; the potential of UroGen’s proprietary RTGel technology to improve therapeutic profiles of existing drugs and UroGen’s sustained release technology making local delivery potentially more effective as compared to other treatment options. Words such as “believe,” “can,” “expect,” “intend,” “may,” “plan,” “potential,” “will,” or other words that convey uncertainty of future events or outcomes are used to identify these forward-looking statements. These statements are subject to a number of risks, uncertainties and assumptions, including, but not limited to: prior results may not be indicative of results that may be observed in the future; the ability to maintain regulatory approval; complications associated with commercialization activities; the labeling for any approved product; competition in UroGen’s industry; the scope, progress and expansion of developing and commercializing UroGen’s product candidates; the size and growth of the market(s) therefor and the rate and degree of market acceptance thereof vis-à-vis alternative therapies; UroGen’s ability to attract or retain key management, members of the board of directors and other personnel; UroGen’s RTGel technology may not perform as expected; UroGen’s financial condition and need for additional capital; and UroGen may not successfully develop and receive regulatory approval of any other product that incorporates RTGel technology. In light of these risks and uncertainties, and other risks and uncertainties that are described in the Risk Factors section of UroGen’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, filed with the SEC on May 6, 2026 (which is available at www.sec.gov), the events and circumstances discussed in such forward-looking statements may not occur, and UroGen’s actual results could differ materially and adversely from those anticipated or implied thereby. Any forward-looking statements speak only as of the date of this press release and are based on information available to UroGen as of the date of this release.

INVESTOR:
Vincent Perrone
Senior Director, Investor Relations
[email protected]
609-460-3588 ext. 1093

MEDIA:
Cindy Romano
Director, Corporate Communications
[email protected]
609-460-3566 ext. 1083

V souvislosti se současným vývojem kolem umělé inteligence a investicemi do ní koluje celkem široce přijímaný příběh. O tom, že významné nové technologie vedou k investičnímu boomu, který má jasnou tendenci přestřelit. Tak, že investující firmy a subjekty mnohdy prodělají, ale to nemusí platit o celé společnosti. Tedy o těch, kteří tyto investice a technologie dlouhodobě používají. Výzklumnící z americké centrální banky nyní přišli s novou studií, zaměřenou právě na toto téma. Podívejme se na ní s pár poznámkami. I změně finančního vzorce hyperscalerů.

Ekonomové z Fedu poukazují na to, že výrazným příkladem technologiemi poháněného investičního boomu je ten z devadesátých let minulého století. K tomu mimo jiné píší: „V průběhu 90. let, kdy IT transformovaly ekonomiku (výrobu, služby, zábavu, vzdělávání a mnoho dalších doposud neznámých oblastí), se očekávání lidí ohledně potenciálu IT stávala stále optimističtějšími. Což následně podnítilo prudký růst investic. Na začátku 21. století však boom skončil s velkým množstvím neproduktivního kapitálu, jako například tzv. „dark fibers“. Tedy nevyužívaná, v zemi položená, optická vlákna.

Podle ekonomů Fedu přitom „nadměrné investice nemusí být chybou způsobenou iracionálním nadšením z nové technologie. Spíše mohou odrážet rozsah probíhajícího pokroku. Aby došlo k trvalému investičnímu boomu, musí být technologický pokrok dostatečně velký. Natolik, aby opakovaně překonal očekávání investorů. A stejné kritérium platí i pro umělou inteligenci“.

Nejsem si vlastně jistý, že rozumím tomu, co studie nakonec tvrdí. Zdá se, mi, že to je následující: Pokud různá odvětví budou realizovat značné nárůsty produktivity spojené s umělou inteligencí, bude to známka skutečného rozšířeného pokroku. Bude živen optimismus a tudíž půjde o recept na přehnaný investiční boom.“ Není tu ale třeba možnost, že boom je přehnaný už v současné fázi. Tedy ještě před možným realizovaným rozpukem produktivity? Tedy že přehnané jsou už investice hyperscalerů do základní infrastruktury? Pokud ne, AI se rozjede a bude plodit, musí pak nutně přijít fáze iracionálního optimismu?

Studie (asi) říká, že čím více nová technologie plodí, o to větší je pravděpodobnost toho, že investice do ní nakonec přestřelí. Jinak řečeno, čím větší úspěch, o to pravděpodobnější je nakonec (investiční) neúspěch? Ještě jinak řečeno: Nevíme, dky přestat? Uvidíme. A co vidíme už nyní je značná změna v základním finančním vzorci hyperscalerů. Ukazuje jí následující graf s jejich investicemi, provozním tokem hotovosti a tzv. volným tokem hotovosti. Tedy tím, co z provozu zbude poté, co je zainvestováno:

Zdroj: X

Čvtrtletní meziroční růst investic hyperscalerů se nyní pohybuje kolem 90 %. Každé čtvrtletí je tak Capex ve srovnání se stejným obdobím minulého roku téměř dvojnásobný. Pomyslný analytický konsenzus čeká, že příští rok by mělo tempo růstu investic ochlazovat, v posledmím čtvrtletí by mělo dosahovat „jen“ asi 10 %. I kdyby se potom stabilizovalo, investice budouv v absolutních čátsktách stále obrovské. FCF pak bude záležet na tom, jak se bude odvíjet provozní CF, které by mělo být stále více zvedáno plody předchozích investic.

V logice naznačené studií, by velký úspěch na této straně ale živil optimismus ohledně dalších investic. A vše by mohlo směřovat k onomu konečnému neúspěchu z přeinvestovanosti danému počátečním úspěchem. Hodilo by se poslouchat pravidlo „v tom nejlepším přestat“?

Wall Street watches a company's quarterly report closely to understand as much as possible about its recent performance and what to expect going forward. Of course, one figure often stands out among the rest: earnings.

Life and the stock market are both about expectations, and rising above what is expected is often rewarded, while falling short can come with negative consequences. Investors might want to try to capture stronger returns by finding positive earnings surprises.

Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.

The Zacks Earnings ESP, ExplainedThe Zacks Expected Surprise Prediction, or ESP, works by locking in on the most up-to-date analyst earnings revisions because they can be more accurate than estimates from weeks or even months before the actual release date. The thinking is pretty straightforward: analysts who provide earnings estimates closer to the report are likely to have more information.

The core of the ESP model is comparing the Most Accurate Estimate to the Zacks Consensus Estimate, where the resulting percentage difference between the two equals the Expected Surprise Prediction. The Zacks Rank is also factored into the ESP metric to better help find companies that appear poised to top their next bottom-line consensus estimate, which will hopefully help lift the stock price.

Bringing together a positive earnings ESP alongside a Zacks Rank #3 (Hold) or better has helped stocks report a positive earnings surprise 70% of the time. Furthermore, by using these parameters, investors have seen 28.3% annual returns on average, according to our 10 year backtest.

Stocks with a #3 (Hold) ranking, which is most stocks covered at 60%, are expected to perform in-line with the broader market. But stocks that fall into the #2 (Buy) and #1 (Strong Buy) ranking, or the top 15% and top 5% of stocks, respectively, should outperform the market. Strong Buy stocks should outperform more than any other rank.

Should You Consider Rivian Automotive?The last thing we will do today, now that we have a grasp on the ESP and how powerful of a tool it can be, is to quickly look at a qualifying stock. Rivian Automotive (RIVN - Free Report) holds a #3 (Hold) at the moment and its Most Accurate Estimate comes in at -$0.57 a share 22 days away from its upcoming earnings release on July 30, 2026.

By taking the percentage difference between the -$0.57 Most Accurate Estimate and the -$0.67 Zacks Consensus Estimate, Rivian Automotive has an Earnings ESP of +15.24%. Investors should also know that RIVN is one of a large group of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.

RIVN is part of a big group of Auto, Tires and Trucks stocks that boast a positive ESP, and investors may want to take a look at Blue Bird (BLBD - Free Report) as well.

Blue Bird, which is readying to report earnings on August 5, 2026, sits at a Zacks Rank #3 (Hold) right now. Its Most Accurate Estimate is currently $1.26 a share, and BLBD is 28 days out from its next earnings report.

The Zacks Consensus Estimate for Blue Bird is $1.22, and when you take the percentage difference between that number and its Most Accurate Estimate, you get the Earnings ESP figure of +3.00%.

RIVN and BLBD's positive ESP metrics may signal that a positive earnings surprise for both stocks is on the horizon.

Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>

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With Space Exploration Technologies (NASDAQ:SPCX) touching down on the Nasdaq 100, it’s no longer a wash when investors are choosing between the S&P 500 and Nasdaq 100. Undoubtedly, there’s a lot of overlap between the two indices, but the Nasdaq 100 takes the mega-cap tech exposure to another level entirely.

With the S&P 500 holding off on adding SpaceX so soon after its IPO, allowing enough time for seasoning and a shift into profitability, questions linger as to whether the Nasdaq 100’s allocation to SpaceX will beckon investors who would have otherwise put money in an S&P 500 ETF.

Indeed, for younger investors who don’t mind added volatility for a shot at greater growth, the answer is simple. Any way you look at it, the Nasdaq fast-track is a big win that not only further differentiates it from the S&P 500 but might just cause some to view the tech-heavy index as the new go-to index to bet on the broad markets.

The Nasdaq’s SpaceX fast-track just changed the passive investment game After all, with SpaceX going for a market of around $2 trillion, it’s quite the needle mover that’s in the league of the Magnificent Seven. And if Elon Musk can deliver, there’s no telling how much further up the ranks the firm can fly. Who knows? If orbital data centers are the future of AI compute, perhaps it’s not all too far-fetched to envision SpaceX rising to become the world’s largest company.

Of course, there’s a lot of promise, and only time will tell if the company can continue its ascent now that it’s landed on public markets with a fairly hefty price of admission.

Arguably, the company could smash past earnings and still move lower, given the frothy valuation and broad distaste for AI-related CapEx, something I outlined in prior pieces. In any case, the choice between the S&P 500 and Nasdaq 100 might ultimately come down to whether one wants a piece of SpaceX.

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

SpaceX’s road to a $10 trillion market cap? Indeed, there are tremendous downside risks, but, at the same time, the fear of missing out (FOMO) is a powerful force. And there’s no telling where shares of Space Exploration Technologies could go if orbital data centers and next-generation AI help the firm grow to become a $10 trillion company.

With some of the biggest bulls on Wall Street looking for the shares to surpass the $400 per-share mark, perhaps the biggest risk for younger investors with time on their side is not getting that piece of SpaceX in these earlier, riskier days.

Of course, one could always just buy the S&P 500 with some shares of SpaceX on the side. But, for the most part, I do think the Nasdaq 100’s decision to fast-track Elon Musk’s space titan is a winning move that could help it gain a leg up over the S&P 500, especially as the AI rally goes into overdrive and the revolution enters a monetization phase.

The tech-heavy Nasdaq is about to become tech-heavier In my view, the Nasdaq 100 suddenly became that much more exciting than the S&P 500. For those looking for the new economy plays rather than a more diversified mix with a greater emphasis on profitability, I think the Nasdaq 100 may very well be the “new” default investment option for a generation of new investors who want to go for growth. Indeed, perhaps a bit of added volatility is worth stomaching if it means owning a piece of the future economy.

In other words, embracing greater choppiness to skate towards where the puck is headed next. Time will tell if the SpaceX fast-track benefits Nasdaq 100 holders or not, but either way, the AI IPO wave to come makes the paths forward for the S&P and Nasdaq 100 look vastly different. Does one gravitate towards the explosive, hyper-growth firms earlier on? Or wait until they’re seasoned and de-risked enough?

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

Contact [email protected] for any questions or corrections.

© 2022 Getty Images / Getty Images News via Getty Images

Apple (NASDAQ:AAPL | AAPL Price Prediction) is trading within striking distance of a psychologically important round number. With shares at $312.66 and momentum accelerating, the real question is whether Apple can sprint another 28% higher to hit $400 in the next twelve months. Our proprietary model has an opinion, and it’s bullish, but stops short of that headline figure in the base case.

The 24/7 Wall St. Price Target for Apple Our 24/7 Wall St. price target for Apple is $350.49 over the next 12 months, implying 12.1% upside from current levels. We rate the stock a buy with 90% confidence. The $400 headline is achievable, but only if the bull case scenario plays out.

Metric Value Current Price $312.66 24/7 Wall St. Price Target $350.49 Upside 12.1% Recommendation BUY Confidence Level 90% A Stock in Full Sprint Mode Apple has been on a tear. The stock is up 10.97% in the past week alone, 15.22% year-to-date, and 46.99% over the trailing year. Shares are sitting 1% from the 52-week high of $317.40.

Fundamentals justify the ride. Q2 FY26 revenue landed at $111.18B, up 16.6% YoY, with EPS of $2.01 beating consensus by 3.61%. That marks eight consecutive quarters of EPS beats. The next earnings report is scheduled for July 30, 2026, after the close.

The Case for $400 and Beyond Our bull case scenario projects Apple at $400.38 by July 2027, a 28.06% total return. Three catalysts underpin this path. First, the iPhone 17 supercycle. Tim Cook cited “extraordinary demand for the iPhone 17 lineup”, and Polymarket traders assign a 96% probability to an iPhone 18 launch in 2026 and an 82% probability of a foldable iPhone before 2027.

Second, Services just hit a record $30.98B quarter, layering high-margin recurring revenue across an installed base of over 2.5 billion active devices.

Third, capital returns: the board authorized a fresh $100B buyback and lifted the dividend 4%. Add Greater China’s rebound to $25.53B in Q1 FY26, and $400 becomes a math problem the fundamentals can solve.

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

What Could Go Wrong The bear case pins Apple at $299.53, a 4.2% drawdown. Valuation is stretched at 38x trailing earnings and a PEG of 2.494, meaning growth is largely priced in. Recent insider activity shows net selling. Prediction markets are skeptical of the $400 headline, with the highest July 2026 target of $344 carrying just 10.2% probability.

China and tariff exposure remain overhangs. That said, bulls would counter that the premium multiple reflects 21.8% earnings growth and $53.92B in quarterly operating cash flow, metrics consistent with a durable earnings franchise.

The Setup From Here My 24/7 Wall St. price target of $350.49 with 90% confidence points to a buy. Eight straight beats and accelerating revenue growth tip the scale. The bullish thesis strengthens if the July 30 earnings report confirms continued Services momentum and iPhone 17 unit strength.

The thesis weakens if China revenue reverses or if forward guidance signals a tariff-driven margin hit. $400 is a stretch goal for the next 12 months, but the risk/reward asymmetry skews positive.

Looking further ahead, here is where our model projects Apple could trade, assuming current growth trajectories and buyback cadence hold.

Year 24/7 Wall St. Price Target 2026 $325 2027 $350 2028 $385 2029 $420 2030 $450 These projections assume Apple continues executing on Services growth and product innovation. Significant upside could come from a foldable iPhone launch or breakthrough Apple Intelligence monetization. Downside risk centers on China exposure and multiple compression from the current 38x earnings multiple.

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

Contact [email protected] for any questions or corrections.

Apple Inc (NASDAQ:AAPL, XETRA:APC) announced a new multiyear agreement with Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) valued at more than $30 billion to design and manufacture custom silicon components and wireless connectivity technologies in the United States, marking the company's largest commitment under its American Manufacturing Program.

The agreement is expected to result in the production of more than 15 billion chips in the US and includes a $1.5 billion expansion and modernization of Broadcom's manufacturing facility in Fort Collins, Colorado. Apple said the investment will support hundreds of US jobs.

Under the agreement, Broadcom will manufacture advanced radio frequency components, including FBAR filters, as well as wireless connectivity technologies used in Apple products.

Apple said the deal advances its efforts to build a domestic silicon supply chain and forms part of its broader pledge to invest $600 billion in the US economy over four years through manufacturing, job creation and technology development.

"Apple and Broadcom have a long history together, and this new phase of our partnership further accelerates our commitment to American manufacturing and innovation," Apple CEO Tim Cook said in a statement.

"The cutting-edge components built in Fort Collins are essential to delivering the incredible performance and connectivity our customers expect."

Broadcom President and CEO Hock Tan said the company was pleased to expand its manufacturing footprint in Fort Collins as part of its long-standing relationship with Apple.

Broadcom has supplied Apple with connectivity components for years. Apple said the expanded partnership will focus on producing custom silicon and wireless components used to enable cellular, Wi-Fi and Bluetooth connectivity across its devices.

The company did not disclose when the additional manufacturing capacity is expected to become operational.

Shares of Apple opened flat at about $310, while Broadcom shares added more than 2% at $379.

© nextheprime / Shutterstock.com

Meta Platforms (NASDAQ:META | META Price Prediction) has been through the wringer. The stock is down 18.05% over the past year and 11.54% year to date, with a brutal 4.9% single-day drop on July 2, 2026. After running the numbers, the selloff looks overextended relative to fundamentals.

Our 24/7 Wall St. price target for Meta is $828.63, implying 42.16% upside from $582.90. The recommendation is buy, with high confidence at 90%.

24/7 Wall St. Price Target Summary Metric Value Current Price $582.90 24/7 Wall St. Price Target $828.63 Upside 42.16% Recommendation BUY Confidence Level 90% How a $1.28 Trillion Giant Fell Out of Favor Meta peaked near $785.23 in August 2025 before grinding lower into July 2026. The catalysts for the pullback were largely self-inflicted: management raised FY2026 capex guidance to $125-145 billion, up from the prior $115-135 billion range, citing higher component pricing and data center costs. Reality Labs is still bleeding, with a $4.03 billion operating loss in Q1 2026.

Yet the underlying business is roaring. Q1 2026 revenue jumped 33.1% YoY to $56.31 billion, ad impressions rose 19%, and price per ad climbed 12%. That is Meta’s fifth consecutive EPS beat. Reddit captured the mood best with a viral wallstreetbets post about “Suckerberg panic bought the entire AI chip supply,” which drew 13,591 upvotes.

The Case for $868 and Higher The bull scenario projects $868.79, or 49.05% upside. The core drivers: Meta Superintelligence Labs released its first model in Q1, 3.56 billion daily active people across the Family of Apps, and AI-driven ad targeting that is compounding pricing power.

Ray-Ban Meta glasses give Meta the early lead in AI wearables. Of 63 analysts covering the stock, 57 rate it Buy or Strong Buy with zero sells. The forward P/E sits at just 19, a modest multiple for a business compounding earnings at this rate.

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What Could Go Wrong The bear case targets $720.38, still 23.59% above spot. Risks are real: FY2025 free cash flow fell 19.39% as capex nearly doubled, youth-related litigation trials are scheduled through 2026, and Q1’s $10.44 EPS was flattered by a $3.13 per share tax benefit from Treasury Notice 2026-7. Normalized operating EPS was closer to $7.31.

Bulls would counter that the capex ramp is building the AI infrastructure that already powered 33.1% Q1 revenue growth. Operating income still rose 30.29% YoY, and the balance sheet remains fortress-grade with interest coverage of 71x.

Meta Price Prediction 2026-2030 The 24/7 Wall St. price target of $828.63 reflects a rare setup: a mega-cap with 42.16% modeled upside, 90% confidence, and a Street that is uniformly constructive. The tie-breaker is valuation.

A 19 forward P/E on a business growing revenue at 33.1% is asymmetric. The setup strengthens if Q2 revenue lands at the high end of the $58-61 billion guide. Risks intensify if Reality Labs losses balloon or capex guidance climbs again.

Year 24/7 Wall St. Price Target 2026 $828.63 2027 $975 2028 $1,140 2029 $1,335 2030 $1,549.79 These projections assume Meta continues executing on AI monetization and family of apps growth. Significant upside could come from Reality Labs turning profitable; downside risk hinges on regulatory outcomes and capex discipline.

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Contact [email protected] for any questions or corrections.