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2026-07-08 13:56 1mo ago
2026-07-08 08:09 1mo ago
Can Investing in Micron Stock Make You a Millionaire?
MU Micron Technology
FMP Stock News
Original source text
Micron (MU +1.26%) has been an incredibly popular stock to invest in over the past few months. So far in 2026, it's up around 225%, making it the second-best stock in the S&P 500 (^GSPC 0.51%) this year. However, it has sold off over the past few days with general weakness in the AI sector, and is down nearly 20% from its all-time high.

The same catalysts that existed a few months ago are still present today, so this short-term sell-off looks like a great buying opportunity. In fact, many investors are wondering if Micron's stock is their ticket to becoming a millionaire. Is this possible? Or has it already come too far? Let's take a look.

Image source: The Motley Fool.

Micron still has major upside ahead Any stock could be a millionaire maker depending on the initial investment threshold. I could provide you with countless stocks that will turn $999,000 into $1 million and be considered successful, but that's not the ultimate goal. The real goal is to find stocks with massive upside that can deliver 10x, 100x, or even 1,000x returns. Normally, I like to set the bar at 100x as a millionaire-maker return, which would transform a $10,000 investment into $1 million. With Micron's valuation of $1.1 trillion, a 100x return would make it a $110 trillion company. That's not a realistic bar to obtain, but what about 10x returns over the extremely long term?

That's a bit more realistic, so let's focus our energy there.

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Micron makes memory chips, which are in short supply due to massive demand from the AI build-out. Short supply and strong demand are causing prices to soar, dragging Micron's revenue and profits along for the ride. Micron's growth has gone parabolic, with its revenue two quarters ago coming in at $23.9 billion, its latest quarter coming in at $41.5 billion, and next quarter expected to be around $50 billion. That's an incredible trajectory, and it could continue for some time.

Micron told investors it expects market tightness to continue beyond 2027, meaning there are still several quarters' worth of strong growth ahead for Micron. That could lead to strong returns, but will it be enough to achieve 10x returns?

Wall Street analysts project Micron's earnings per share to reach $152.62 in fiscal year 2027 (ending August 2027) and $165.94 in fiscal year 2028. Should Micron's stock reach those levels in 2028 and trade for 25 times earnings, it would be worth around $4,150 per share. At today's $984 share price, that represents a little over a 4x return, which falls well short of the required threshold.

Micron's stock may not be a millionaire maker, but it could still outperform the market and its peers pretty handily over the next few years. That makes it a strong stock pick, and I think investors should still treat it as such.
2026-07-08 13:56 1mo ago
2026-07-08 08:38 1mo ago
Trump Says New Accounts Will Make Kids ‘Very Rich.’ We Ran The Numbers.
MU Micron Technology
FMP Stock News
Original source text
This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them.

President Trump rang the opening bells of the NYSE and NASDAQ from the Oval Office on July 4, 2026, officially launching Trump Accounts. Two days later, he told reporters: “If we have a good market like we do now, they’re going to become actually very rich. They’ll have hundreds of thousands of dollars. Think of that.” As of launch, more than 6 million accounts have been opened, and 1.4 million children will receive the $1,000 federal pilot contribution.

The claim is achievable but depends on assumptions most families will not meet. Here is what the math actually says.

What a Trump Account Actually Is Created under the One Big Beautiful Bill Act signed July 4, 2025, Trump Accounts (also called 530A accounts) are a form of traditional IRA opened on behalf of a child. Any US citizen under age 18 with a Social Security number is eligible. Contributions go in with after-tax dollars, earnings grow tax-deferred, and withdrawals are taxed as ordinary income.

Money must be invested in mutual funds or ETFs tracking the S&P 500 or another primarily US equity index, with expense ratios capped at 0.10%. The default fund is the State Street SPDR Portfolio S&P 500 ETF (NYSEARCA:SPYM), with a 0.02% expense ratio. Parents open one through IRS Form 4547 or the TrumpAccounts.gov app, and each child can have only one.

The Free Money Is the Unambiguous Win The federal government is depositing a one-time $1,000 pilot contribution for US citizens born between January 1, 2025 and December 31, 2028, and it does not count against the annual contribution limit. On July 4, the administration seeded over 500,000 eligible children’s accounts.

Private money is stacking on top. The Michael & Susan Dell Foundation committed $6.25 billion to give $250 to every child under age 11 in qualifying ZIP codes, up to 25 million children. Micron Technology (NASDAQ:MU | MU Price Prediction) committed $250 million, and the Dalio Foundation is contributing $250 for select children in Connecticut. In NYC alone, roughly 754,200 children are eligible for the Dell grant, worth $188.5 million. Philanthropic and government contributions do not count toward the annual cap.

Three Scenarios, Three Very Different Outcomes All figures below are projections from TrumpAccounts.gov using the S&P 500’s historical average return of roughly 10% annually. For context, the S&P 500 has returned about 253% over the past ten years, but future returns are not guaranteed.

Seed money only. Just the $1,000 at birth, no additional contributions. Projected value: about $6,000 by age 18, $15,000 by age 27, and $243,000 by age 55. Modest at 18. Meaningful retirement money at 55 if left alone. Seed plus maximum contributions. $1,000 seed plus $5,000 per year until age 18. Projected: $271,000 by age 18, $742,000 by age 27, $13 million by age 55. Life-changing, but requires $90,000 in total family contributions over 18 years. Median US household income is about $80,000, so $5,000 per year is about 6% of gross income. For most families, that is unrealistic. Seed plus $50 per month. $1,000 seed plus $600 per year for 18 years. Approximate outcome: $35,000 to $40,000 at age 18, and $500,000 to $600,000 by age 55 if untouched. This is the realistic middle path. The Tax Detail Almost Nobody Is Explaining Only out-of-pocket contributions from parents and family create tax basis. The government’s $1,000 seed, employer contributions, and nonprofit contributions are fully taxable on withdrawal, along with every dollar of earnings.

The example from the account rules: an account funded with $4,000 from parents and $1,000 from the government grows to $40,000. Only $4,000 comes out tax-free. The remaining $36,000 is fully taxable as ordinary income. Contributions are not tax-deductible, and withdrawals before age 59 and a half trigger income tax plus a 10% penalty, with exceptions for education and first-time home purchases.

When Trump Accounts Win, and When They Don’t For education funding, a 529 plan wins because qualified education withdrawals are completely tax-free. For a teenager with a paycheck, a custodial Roth IRA wins with tax-free growth, tax-free qualified withdrawals, a $7,500 contribution limit, and broader investment choices. Against doing nothing, Trump Accounts win if the child qualifies for the federal $1,000 or the Dell $250.

One overlooked risk, per J.P. Morgan Wealth Management: “Parents and guardians should assess their comfort level with the child gaining full control of the funds at age 18, this involves predicting whether their newborn will be ready to manage what could be a five- or six-figure sum in their teen years.”

The Verdict and the Action Step Trump’s $13 million figure is technically achievable with 18 straight years of $5,000 contributions, roughly historical market returns, and a child who leaves the account untouched until 55. The realistic middle scenario produces meaningful money at 18 and genuine retirement wealth at 55 if left alone.

If your child qualifies for the federal $1,000 or the Dell $250, open the account now. Free money compounding for 18 years is always worth claiming.

Contact [email protected] for any questions or corrections.
2026-07-08 13:56 1mo ago
2026-07-08 09:48 1mo ago
Micron Vs. Sandisk: Time To Bank The Pair Trade
MU Micron Technology
FMP Stock News
Original source text
HomeStock IdeasLong IdeasTech 

SummaryMicron and Sandisk have both seen significant valuation expansion, with the pair trade thesis now played out; I rate both stocks Hold.MU's Q3 revenue surged ~350% YoY, but price ceilings and supply constraints now cap further upside, reducing explosive multiple expansion potential.Sandisk's earnings revisions remain strong, supported by robust NAND pricing, but elevated multiples and sector rotation risks temper further bullishness.With SK Hynix's impending listing and both companies signaling buybacks, I see limited near-term catalysts and recommend taking profits, awaiting sector clarity. Prostock-Studio/iStock via Getty Images

A couple of months back, I suggested a pair trade for two of the hottest names in the memory space that was undergoing a strong momentum bull run - Sandisk Corporation (SNDK) and

4.61K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-08 13:56 1mo ago
2026-07-08 09:20 1mo ago
BlackBerry Sees Strong Pipeline Across Robotics and Automation
BB BlackBerry
FMP Stock News
Original source text
Key Takeaways BlackBerry says QNX's GEM segment is expanding beyond automotive into safety-critical embedded markets.BB secured a royalty commitment and expanded a customer relationship through its latest SDP 8 platform.BlackBerry says its strongest robotics pipeline yet supports long-term Physical AI growth opportunities. BlackBerry Limited (BB - Free Report) continues to see growing opportunities for its QNX business across robotics and industrial automation through its General Embedded Market (GEM) strategy. The company stated that GEM remains the fastest-growing segment within QNX, expanding its long-term opportunity beyond automotive into robotics, industrial automation, medical devices and other safety-critical applications.

During first-quarter fiscal 2027, BlackBerry secured a significant royalty commitment from a leading semiconductor equipment manufacturer and expanded its relationship with Luminex through an upgrade to its latest SDP 8 platform. These wins reflect continued progress in expanding QNX adoption and deployment across embedded markets.

The company highlighted Physical AI as a key long-term growth driver. As intelligent machines become increasingly autonomous and operate around people, BlackBerry said that safety, security, reliability and real-time determinism become more important. QNX technology is deterministic and safety certified, making it suitable for systems where failure is not an option. BlackBerry noted that automotive has served as a proving ground for Physical AI, describing modern vehicles as robots on wheels and emphasizing QNX’s role in supporting advanced autonomous and safety-critical systems.

BlackBerry also stated that its experience in the automotive market positions it well for opportunities in robotics and industrial automation. The company believes the capabilities it developed for automotive applications, including real-time determinism, safety certification, security and reliability, translate well to these adjacent markets. Management identified robotics, industrial automation and medical instrumentation as the three primary GEM categories where QNX’s technology is well aligned with customer requirements.

On the last earnings call, the company stated that its pipeline across robotics and industrial automation is the strongest it has been, with encouraging opportunities developing in both markets. Management expects to report additional wins as they materialize and noted that GEM continues to be the fastest-growing segment within QNX.

Taking a Look at BB’s CompetitorsCrowdStrike (CRWD - Free Report) continues to strengthen its growth pipeline through product innovation, AI expansion and broader platform adoption. The company introduced Charlotte AI AgentWorks, a no-code platform developed with AWS, NVIDIA and OpenAI, along with Agentic MDR to automate security workflows. Falcon Data Security expanded protection across endpoints, cloud, SaaS and AI environments. Management highlighted a record second-quarter pipeline and increased partner engagement, supporting demand across enterprise and public sector customers. Falcon Flex also gained momentum, adding more than 300 accounts in the first quarter and reaching more than $1.9 billion in ending ARR, reflecting stronger customer commitments and expanding platform adoption.

Palo Alto Networks (PANW - Free Report) continues to benefit from higher cybersecurity priority as enterprises deploy AI and look to consolidate vendors onto fewer platforms. Platformization is translating into larger commitments, supported by expanding next-generation security ARR and RPO, and management guidance implies continued growth in the fourth quarter of fiscal 2026. Momentum in Network Security, SASE and Prisma AIRS, along with early execution on the CyberArk and Chronosphere integrations, supports the long-term revenue mix shift toward recurring software and free cash flow. For fiscal 2026, Palo Alto Networks now expects revenues in the range of $11.41 billion to $11.42 billion, suggesting year-over-year growth of 24%.

BB Price Performance, Valuation & EstimatesShares of BlackBerry have surged 25.6% in the past month compared with the Internet-Software industry’s growth of 5.3%.

Image Source: Zacks Investment Research

Regarding the price/book ratio, BB is trading at 8.67, higher than the industry’s multiple of 4.71.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for BB earnings for fiscal 2027 has been revised downward over the past 60 days.

Image Source: Zacks Investment Research

BlackBerry currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-07-08 13:56 1mo ago
2026-07-08 08:58 1mo ago
Teladoc in the Spotlight as Investors Refocus on Company's Walmart Better Care Partnership
TDOC Teladoc Health
FMP Stock News
Original source text
Teladoc Health Inc. (NYSE:TDOC) shares are trending Wednesday as investors take a fresh look at the company.

Teladoc Health stock is trending lower. Why is TDOC stock retreating? For a cash-pay price of $89 per visit, Walmart customers can access Teladoc’s clinical practice through the platform, including 24/7 care for common conditions, dermatology consultations, and one-on-one nutrition support. Prescriptions, if needed, can be sent to a pharmacy including Walmart, where same-day delivery is available in many locations.

“Walmart is where millions of Americans already go for everyday needs, and now, getting care from Teladoc Health can be part of that same experience,” said Kelly Bliss, Teladoc Health’s President of U.S. Group Health. “By removing friction and meeting people where they are, virtual care becomes something people choose first, not just something they can access.”

The announcement builds on an earlier integration — in January, Teladoc’s BetterHelp mental health offering launched on Walmart’s Better Care Services platform, further expanding the companies’ collaboration.

Teladoc Shares FallTDOC Price Action: At the time of publication, Teladoc shares are trading 1.94% lower at $9.33, according to data from Benzinga Pro.

Image: Courtesy of Teladoc

This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-07-08 13:55 1mo ago
2026-07-08 07:06 1mo ago
56% of Billionaire David Tepper's Portfolio at Appaloosa Is Put to Work in 6 AI Trailblazers
TSM Taiwan Semiconductor
FMP Stock News
Original source text
Over the last four years, no trend has shaped Wall Street or corporate America quite like the evolution of artificial intelligence (AI). The reason the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite have all vaulted to record highs is that AI substantially increases the long-term growth potential for businesses -- and Wall Street's savviest money managers have taken notice.

Quarterly Form 13F filings allow investors to track which stocks fund managers with at least $100 million in assets under management have been buying and selling. While AI has been an obvious theme, arguably, no billionaire investor has embraced this trend quite like Appaloosa's investment chief, David Tepper.

Image source: Getty Images.

Appaloosa's billionaire boss is wagering big on the AI revolution Tepper closed out the March quarter with Appaloosa holding 39 positions worth more than $5.9 billion. However, six of these positions collectively account for 56% of invested assets -- and their fates are intricately tied to the AI revolution.

Billionaire David Tepper's largest holdings include:

Amazon (AMZN 0.85%): 15.2% of invested assets Micron Technology (MU +1.26%): 9.5% Alphabet (GOOGL 0.89%)(GOOG 0.71%): Specifically, Class C (GOOG), 8.4% Uber Technologies (UBER +0.09%): 7.7% Taiwan Semiconductor Manufacturing (TSM +0.87%): 7.6% Alibaba Group (BABA +8.27%): 7.3% With the exception of Uber, which is integrating AI solutions into its ride-hailing platform and is a trailblazer in its own way, all of these companies can be considered critical to the evolution of AI.

Image source: Getty Images.

David Tepper's portfolio is packed with AI stocks that possess sustainable moats Businesses are spending a jaw-dropping amount of money building out their data centers, and AI hardware has been virtually impossible to keep on the proverbial shelf. Tepper has built up sizable stakes in two of the most important hardware players for the data center build-out: Micron and Taiwan Semiconductor (commonly known as "TSMC").

TSMC is the world's leading advanced chip fabricator, while Micron Technology is one of the most important suppliers of high-bandwidth memory (HBM). HBM is a practical necessity in AI data centers, allowing for ultra-fast data transfer rates when connected directly to graphics processing units (GPUs). TSMC is producing GPUs at capacity, while orders for Micron's HBM are booked years in advance. Suffice it to say, both companies are enjoying exceptional demand and pricing power.

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Meanwhile, Amazon, Alphabet, and Alibaba represent the pinnacle of AI applications in action. Amazon Web Services (AWS) and Google Cloud rank first and third globally in cloud infrastructure services spend, while Alibaba is the top dog in cloud infrastructure services market share in China.

Amazon, Alphabet, and Alibaba have all integrated generative AI and large language model solutions into their respective platforms, and they've all seen sales growth in these high-margin segments accelerate since doing so. Sales growth for AWS jumped to 28% in the first quarter, while Alphabet recorded a 63% revenue jump from Google Cloud. As for Alibaba, it registered 38% sales growth from its Cloud Intelligence Group in the March-ended quarter.

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Whether we're talking hardware or AI applications, TSMC, Micron, Amazon, Alphabet, and Alibaba are paramount to the global success of artificial intelligence. Appaloosa's billionaire boss knows this, which is likely why he's piled into these stocks.

Sean Williams has positions in Alphabet and Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Micron Technology, Taiwan Semiconductor Manufacturing, and Uber Technologies. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy.
2026-07-08 13:55 1mo ago
2026-07-08 08:45 1mo ago
Intel Stock Down 21%: Inside The July 2026 Semiconductor Selloff
TSM Taiwan Semiconductor
FMP Stock News
Original source text
BANGKOK, THAILAND - 2026/07/04: A wide view of a large number of visitors looking at monitors from Samsung, LG, Lenovo, and MSI on display during the Commart UltraForce at BITEC. At Bangkok International Trade & Exhibition Centre (BITEC), Commart UltraForce is a major consumer technology and IT trade show in Thailand, bringing together computer manufacturers, electronics brands, retailers, distributors, and technology enthusiasts for product launches, demonstrations, and discounts. (Photo by Nathalie Jamois/SOPA Images/LightRocket via Getty Images)

SOPA Images/LightRocket via Getty Images

Semiconductor have taken a hit this week — with indices such as the Philadelphia Semiconductor Index (SOX) down 10.8%, The VanEck Semiconductor Index (SMH) (-13% over ten sessions), and the iShares Semiconductor ETF (SOXX) down 8% in a single week. Meanwhile about $1.3 trillion in semiconductor stock market value was erased, per Reuters, with Intel (down 21%), Micron (-22%), AMD (-8%) and Samsung (-7%).

The root cause of the decline is not a loss in demand; it is an amalgam of fears – doubt about the return on AI infrastructure spending, dot-com-level valuations, and a more hawkish Fed, noted the Globe and Mail. In addition, hedge funds have profiting from a bet on the decline in semiconductor stock prices for the last month, reported Reuters.

While semiconductor stocks are selling off in the short-term, Wall Street’s 12-month price targets still imply substantial upside (Nvidia +56% and Micron +66%). However, Intel bucks this trend -- it trades 8% above its price target. Wall Street giant Morgan Stanley says that the recent drop is a mid-cycle reset rather than a top.

What Is The Root Cause of The Chip Selloff?I have long written about how stocks move up or down based on whether they beat expectations on two metrics: the consensus growth and profit numbers for the latest quarter and the Wall Street view on the company’s future growth.

Using that formula, when Samsung reported record Q2 operating profit of about $58.4 billion, per CNBC — an 1,810% surge, Wall Street was disappointed by the failure to exceed expectations – with revenue growth falling short of views. "Expectations are up, and fundamentals are struggling to meet these high sky-high demands," FBB Capital’s Mike Bailey told CNBC.

MORE FOR YOU

The root cause of the drop is fear that hyperscalers’ 67% jump in AI capital expenditures to $650 billion may be unsustainable.

The evidence for that, as I wrote last month, is a chip shortage which is raising prices for hyperscalers even as enterprises seek to limit their monthly budgets for AI chatbot use – pressuring high-priced AI chatbot providers such as OpenAI and Anthropic to cut prices.

If a Kevin Warsh-led Federal Reserve raises interest rates to control inflation, the lack of a sufficiently high return on AI investment – coupled with Meta’s decision to rent out spare AI cloud services capacity, according to a Bloomberg News report, could clip AI capex growth, per Intellectia.

Have Semiconductor Stocks Peaked? The bear case – high valuations – seems weaker than the bullish case as long as the companies continue to beat and raise.

A bearish analyst compared valuations now to the June 2000 market – which presaged the bursting of the dot-com bubble. A Bubble Risk Indicator from BofA’s chief strategist Michael Hartnett hit 0.91 – well-above the Nasdaq 100’s 0.69, noted Yahoo Finance. Hartnett added concerns about concentration among a small number of stocks and current overbought conditions have not been seen since June 2000, according to SeekingAlpha.

The bullish case rests on high growth expectations and reasonable valuations. Second quarter 2026 semiconductor industry earnings will grow 131%, according to FactSet. “This is 3rd inning, 1 out in a 9-inning game,” Wedbush analyst Dan Ives wrote, reported Yahoo Finance. Nvidia’s forward P/E of 21.7x is attractive compared to the company’s five-year average of 72x, Goldman Sachs noted. Finally, the supply of high-bandwidth memory driving semiconductor growth is sold out through most of 2027, per CNBC.

What Analysts Say And The Implications As noted above, Wall Street’s targets imply substantial upside for most semiconductors. However, cracks in the bull case’s armor are beginning t0 appear – notably price cutting pressure on AI chatbot providers from enterprises, Meta’s effort to sell excess AI computing capacity, and an insufficiently compelling return on AI investment.

If the bull case is strong enough, hedge funds could use the drop in semiconductor stock prices as a buying opportunity. The rebound could be particularly strong if leading chip makers – notable TSMC which reports July 16 and Intel which will share its latest results on July 23 – blow past analysts’ high expectations.

Investors should evaluate the likely outcomes and place their bets accordingly.
2026-07-08 13:55 1mo ago
2026-07-08 08:42 1mo ago
This $1,200 Stock Could Be the Next Massive Stock Split Opportunity
LLY Eli Lilly & Co
FMP Stock News
Original source text
The Number $8.662 billion. That is what Mounjaro alone generated for Eli Lilly (NYSE:LLY | LLY Price Prediction) in the first quarter of 2026, a single product, a single quarter, up 125% year over year. The figure was disclosed in Lilly’s Q1 2026 earnings release on April 30, 2026, an actual reported figure.

This key growth driver is what I’d argue is the central investing thesis behind investors who have continued to buy LLY stock at more than $1,200 per share, positioning this stock for a potential stock split (at least in my view).

What It Means Mounjaro is now doing roughly the annual revenue of a mid-cap pharma company every 90 days.

When investors add Zepbound at $4.160 billion in the same quarter (up 80%), and the incretin franchise pushed group revenue to $19.799 billion (55.55% higher than a year earlier), it’s clear to see that there’s no shortage of growth with this biotech giant. Impressively, the company’s volume climbed 65% year over year this past quarter, while realized prices fell 13%. That is a mix Eli Lilly can live with.

Overall, I think the company’s volume growth is its operating leverage, and by all measures, these numbers are surging. With operating income recently hitting $8.915 billion (up 64.84%), and net income landing at $7.396 billion, higher by 168.04%. Non-GAAP EPS of $8.55 beat consensus of $6.7921 by a 25.88% margin, the biggest surprise in the four-quarter streak of beats.

Market Reaction Shares closed at $934.60 on the day of the Q1 earnings report, up 3.07% from the prior close of $851.21. The move has continued since, with LLY stock now trading right around $1,200 per share. That’s good for a gain of around 14% since its earnings report (outpacing the overall NASDAQ), and good for a gain of nearly 450% over the past five years alone.

In other words, forget semiconductor stocks, Eli Lilly is the high-growth large-cap stock many investors are watching perhaps more closely right now.

Bull Case Every claim behind Lilly’s four-digit share price is measurable. The company’s management team recently raised its full-year 2026 revenue guidance to $82.0 billion to $85.0 billion from the prior $80.0 billion to $83.0 billion, lifted non-GAAP EPS guidance to $35.50 to $37.00 from $33.50 to $35.00, and pushed performance margin guidance to 47.0% to 48.5%. These are guidance figures for the full year.

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

I think the important thing to note is that this is a biotech giant with a pipeline that’s broadening its base. CEO David A. Ricks framed the quarter this way: “2026 is off to a strong start, we delivered 56% revenue growth in the first quarter and raised our full-year revenue guidance by $2 billion. A key milestone was the U.S. FDA approval of Foundayo, the only approved GLP-1 pill that can be taken any time of day, without food and water restrictions.”

Beyond incretins, key products in immunology, oncology and neuroscience grew 160% year over year, with Ebglyss up 141%, Omvoh up 115%, and Jaypirca up 79%. Four acquisitions were announced in the quarter (Orna Therapeutics, Centessa Pharmaceuticals, Kelonia Therapeutics, and Ajax Therapeutics), extending the pipeline into cell therapies, sleep-wake disorders, in vivo CAR-T, and myelofibrosis.

Importantly, insiders are also voting with their own wallets. Four of the company’s top directors bought shares on the same dates in April, May, and June 2026, at prices climbing from $919.90 to $988.09 to $1,129.35. That is board-level buying at progressively higher prices, month after month. The sell-side is aligned: an average analyst price target of $1,220.39, with 6 strong buys and 17 buys against 5 holds. On forward earnings of roughly 33x, this is priced as a growth compounder.

Bottom Line A four-digit share price and a $1.06 trillion market cap make Lilly a natural candidate for a split conversation, and the fundamentals give management room to push for such a move.

For long-term holders, the number to remember is the one that drove the run: -Mounjaro at $8.662 billion in a single quarter, growing at triple digits. The next scheduled read on that trajectory is Lilly’s Investment Community Meeting on December 7, 2026. Until then, an ex-dividend date of August 14, 2026 is the next mile marker.

To sum it up, Eli Lilly’s share price growth is loud. The revenue growth supporting this move could be even louder.

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

Contact [email protected] for any questions or corrections.
2026-07-08 13:54 1mo ago
2026-07-08 09:00 1mo ago
Morgan Stanley Expansion Capital Makes Growth Investment in Viken Detection
MS Morgan Stanley
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management announced today that funds managed by Morgan Stanley Expansion Capital have made an investment in Viken Detection (Viken or the Company), a leading provider of advanced X-ray imaging and sensing technologies, to support continued growth and innovation. Headquartered in Burlington, Massachusetts, Viken develops innovative handheld X-ray imagers, vehicle scanning systems and material analysis solutions for border security, law enforc.
2026-07-08 13:54 1mo ago
2026-07-08 07:33 1mo ago
ServiceNow: The AI Bear Case Is Falling Apart
NOW ServiceNow
FMP Stock News
Original source text
5.45K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NOW over the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
2026-07-08 13:54 1mo ago
2026-07-08 08:46 1mo ago
Nvidia, Microsoft, ServiceNow And More On CNBC's ‘Final Trades'
NOW ServiceNow
FMP Stock News
Original source text
Nvidia, on June 12, expanded its Washington D.C. presence by appointing veteran lobbyist Bruce Andrews to steer its government affairs as U.S.-China tensions over advanced AI chips continue to escalate. Andrews will serve as its chief external affairs officer, reporting to General Counsel Tim Teter.

Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, named Toast, Inc. (NYSE:TOST) as his final trade.

Supporting his view, Piper Sandler analyst Billy Fitzsimmons assumed coverage of Toast on June 11, assigning an Overweight rating and setting a price target of $32.

Don’t forget to check out our premarket coverage here

Rob Sechan, CEO of NewEdge Wealth, picked Microsoft Corporation (NASDAQ:MSFT).

According to recent news, Microsoft announced 4,800 job eliminations in a company note on Monday.

Stephanie Link, chief investment strategist, head of investment solutions and equity portfolio manager at Hightower Advisors, recommended buying ServiceNow, Inc. (NYSE:NOW).

Supporting her view, Guggenheim analyst John Difucci upgraded ServiceNow from Neutral to Buy on July 1 and set a $125 price target.

Price Action:

Nvidia shares gained 0.7% to close at $196.93 on Tuesday. Toast shares rose 0.4% to settle at $29.61 during the session. Microsoft shares gained 0.5% to close at $388.84 on Tuesday. ServiceNow shares rose 2.6% to settle at $110.73 during the session. Photo via Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-07-08 13:54 1mo ago
2026-07-08 07:58 1mo ago
Northrup, Lockheed, Other Defense Stocks Rise as Trump Sparks Iran War Fears
LMT Lockheed Martin
FMP Stock News
Original source text
President Trump criticized Iranian leaders at the NATO summit in Turkey.
2026-07-08 13:53 1mo ago
2026-07-08 07:30 1mo ago
Breakfast News: Meta Testing New All-Seeing AI
AVGO Broadcom
FMP Stock News
Original source text
July 8, 2026 Tuesday's MarketsS&P 500
7,504 (-0.45%)Nasdaq
25,819 (-1.16%)Dow
52,925 (-0.25%)Bitcoin
$63,697 (+0.11%)

Source: Image created by Jester AI.

1. Report: Meta's 'Super Sensing' Glasses Begin Tests Meta (META 1.81%) – recommended by both Team Hidden Gems and Team Rule Breakers – has reached the prototype testing stage with its new generation of AI glasses, reports the Financial Times. The new devices are designed to track everything the wearer sees and hears continuously, with Meta providing an AI tool to analyze and query those experiences.

"A personal agent that's with you all day long, helping you remember things and achieve your goals": CEO Mark Zuckerberg spoke of the technological direction when first-quarter results came out in April, telling us, "We're on track to deliver personal superintelligence to billions of people." Privacy challenges ahead: The report suggests the new glasses will not light an LED when they're recording, raising concerns for other people being potentially recorded. In one proposal, raw data would not be stored – only metadata and extracted images, to be used in AI queries. 2. Global Chip Wars Heating Up DeepSeek is developing its own in-house AI processor, according to Reuters, intended to reduce the Chinese AI developer's reliance on Nvidia (NVDA +0.82%) and Huawei. The new chip is intended for the inference phase of AI once a model has been trained, and the development is in line with Beijing's plans to minimize the country's dependence on critical U.S. semiconductor technology.

"Vera really stood out to us ‌as just like a dead-on fit": AI start-up Perplexity, meanwhile, said it will use Nvidia's new CPUs, as Vice President Nate Kupp added they're ideal "for a lot of the core workloads that we have." Nvidia has already noted OpenAI, Anthropic, and Oracle (ORCL 1.12%) as intended Vera users, and predicts $20 billion in sales from the chips this fiscal year. Apple makes moves for Chinese memory: Apple (AAPL 0.79%) is testing DRAM chips from ChangXin Memory. The move comes as the company seeks U.S government permission to use more CXMT products.

3. What to Watch Today: Markets, LEVI, PSMT, and AZZ

S&P 500 and Nasdaq futures slid around 1% in early trade as President Trump declared the ceasefire over, after U.S. forces carried out powerful strikes against Iran late Tuesday in response to attacks on three commercial vessels in the Strait of Hormuz.

Levi Strauss (LEVI 1.66%) is scheduled to report second-quarter earnings today, with management expecting revenue growth of between 4% and 5% year over year in the new quarter – and that's after $30 million in shipments were already moved to the previous quarter. Continued tariff benefits could boost profits. PriceSmart (PSMT +0.43%) will give investors insight into consumer spending across its Latin American warehouse outlets, with a Q3 update expected after today's closing bell – after Q2 saw the company's 12-month membership loyalty renewal reach 90%. News on new outlets in Chile and the Dominican Republic could feature. AZZ (NYSE:AZZ) – recommended by Team Hidden Gems – will report Q1 earnings after the market closes today. The metal coatings developer posted record sales in fiscal Q4, helped by rising infrastructure demand, and analysts are looking for sales of $434.6 million in the latest quarter. Watch for data center trends, and possible acquisition developments. 4. Quotes for the Next Bear Market I think it's important for investors to prepare mentally and psychologically before a downturn hits. So with that in mind, here are a few of my favorite quotes to help you and me navigate the next bear market, whenever it inevitably arrives.

"History provides a crucial insight regarding market crises: they are inevitable, painful and ultimately surmountable." -- Shelby M.C. Davis "In the middle of difficulty lies opportunity." -- Albert Einstein (allegedly) "If you are going to be a net buyer of stocks in the future...you are hurt when stocks rise. You benefit when stocks swoon." -- Warren Buffett 5. Today's Take: New CEO, Now What?

For some of the companies with star CEOs who are credited with a turnaround or successful business progression, there is a team of C-suite executives handling the operational and financial aspects of the business.-- Sanmeet Deo Team Rule Breakers

The short answer is that it largely depends on two key factors -- the quality of the departing CEO and the quality of succession planning that took place before the transition happened. The ideal recent case is Berkshire Hathaway (BRKB 0.60%).-- Matt Frankel Team Hidden Gems

6. Your Take Gerber Kawasaki CEO Ross Gerber called the recent chip-stock pullback "a gift" for long-term buyers, arguing sellers are "captured by very short term thinking." Writing on X, he described semiconductors as "some of the least expensive stocks in the market" and the weakness as "a gift for those who want to retire," singling out Nvidia, Micron (MU +1.02%) and Broadcom (AVGO +3.38%) as attractive after the dip.

If your portfolio comprised just these three companies, and you bought each of them at the start of the year with the same amount of money, and had to buy more shares in one, completely close your position in another, and hold the final stock, what are you choosing to do and why?

Debate with friends and family, or become a member to hear what your fellow Fools are saying!

This image and article was created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, Broadcom, Meta Platforms, Micron Technology, Nvidia, and Oracle. The Motley Fool has a disclosure policy.
2026-07-08 13:53 1mo ago
2026-07-08 08:30 1mo ago
Ceasefire Over? Iran Volatility Strikes Wall Street, AAPL Signs $30B AVGO Deal
AVGO Broadcom
FMP Stock News
Original source text
President Trump says the ceasefire between the U.S. and Iran is over after Iranian forces struck multiple vessels in the Strait of Hormuz. Tom White takes investors through the latest headlines and the pressure they brought to markets ahead of Wednesday's trading session.
2026-07-08 13:53 1mo ago
2026-07-08 09:31 1mo ago
Live Nasdaq Composite: Markets Tumble, Oil Soars amid Escalating Tehran Tensions
AVGO Broadcom
FMP Stock News
Original source text
Live Coverage Updates appear automatically as they are published.

Live Updates 18 minutes ago

Live

AI memory stocks are under pressure as concerns over the sustainability of hyperscaler AI infrastructure spending continue to weigh on the sector. In pre-market trading, Micron Technology (NASDAQ:MU | MU Price Prediction) is shedding 3.6%, SanDisk (NASDAQ:SNDK) is off 2.5%, and Western Digital (NASDAQ:WDC) is sinking 2%. Weakness is spreading across the broader chip space as Intel (NASDAQ:INTC), AMD (NASDAQ:AMD) moving lower while Broadcom is inching higher on its expanded partnership with Apple. The selloff comes on the heels of Samsung’s record quarterly profits failing to impress investors, a dynamic that has called into question how much further the AI trade can run at current valuations.

This article will be updated throughout the day, so check back often for more daily updates. 

Markets are selling off after President Trump declared that the ceasefire with Iran is finished, sending oil prices surging and futures tumbling across the board. The president also warned that strikes would likely resume at sundown, citing Tehran’s nuclear ambitions. Dow futures are down 480 points, or 0.9%, S&P 500 futures are off 0.6%, and Nasdaq 100 futures are sliding 0.7% as traders scramble to reprice risk. Brent crude is spiking 5.2% to $78.01 a barrel and WTI is jumping 5% to $73.96. The selling stretched to South Korea’s stock market, which has now fallen 20% from its most recent highs, meeting the technical definition of a bear market.

The 10-year Treasury yield climbed to its highest intraday level since May, touching 4.583% as renewed U.S.-Iran tensions pushed investors out of bonds and into safer havens elsewhere. The yield pulled back slightly from that peak but remains elevated on the day, adding another layer of pressure to rate-sensitive growth stocks already navigating a tough session.

Here’s a look at where things stand as of pre-morning trading:

Dow Jones Industrial Average: 52,721 Down 0.89%
Nasdaq Composite: 29,220 Down 0.58%
S&P 500: 7,512 Down 0.52%

Market Movers Apple (NASDAQ:AAPL) and Broadcom (NASDAQ:AVGO) are building on their partnership with a deal worth up to $30 billion. Broadcom is set to deliver over 15 billion chips on U.S. soil for Apple, according to Bloomberg. The agreement will support hundreds of American jobs and includes a commitment from Apple to help Broadcom upgrade its production facilities in Colorado.

Netflix (Nasdaq; NFLX), Disney (NYSE: DIS), and Alphabet/Google’s (Nasdaq: GOOGL) YouTube are all circling the FIFA World Cup U.S. broadcasting rights, with the package expected to fetch as much as $2 billion.

TD Cowen tweaked its price target on Amazon (NASDAQ:AMZN) to $340 from $350 while holding its Buy rating, a slight adjustment that signals some tempered near-term expectations.

Nvidia (NASDAQ:NVDA) has seen its valuation compress to levels not visited since early 2019, with the stock now trading below a 20 price-to-earnings ratio, according to Bloomberg.

Contact [email protected] for any questions or corrections.

© Miha Creative / Shutterstock.com
2026-07-08 13:53 1mo ago
2026-07-08 09:46 1mo ago
3 Beaten Down AI Semiconductor Giants of 1H 2026 That Could Soar in 2H
AVGO Broadcom
FMP Stock News
Original source text
Key Takeaways NVDA is expanding beyond AI GPUs with Vera Rubin AI CPUs and a broader customer mix in data centers.AVGO expects fiscal Q3 AI semiconductor revenue of $16B, driven by custom AI accelerators and networking.QCOM is broadening beyond handsets with PCs, servers, custom silicon and the Alphawave acquisition. The artificial intelligence (AI) infrastructure trade has shifted from pure-play semiconductors to other AI-powered data center infrastructure. These include AI-powered memory and storage devices as well as servers and racks, photonics and optical network manufacturers, electrical grid equipment, advanced cooling systems, and specialized semiconductor packaging to name a few. 

As a result, several AI-semiconductor behemoths, which were darlings of market participants till last year, have lost their glory this year. Nevertheless, we have identified three beaten-down AI-chip giants that have the potential to surge in the second half of 2026.

The companies are: NVIDIA Corp. (NVDA - Free Report) , Broadcom Inc. (AVGO - Free Report) and QUALCOMM Inc. (QCOM - Free Report) . Each of our picks currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

The chart below shows the price performance of our three picks year to date.

Image Source: Zacks Investment Research

NVIDIA Corp.NVDA — the undisputed global leader of generative artificial intelligence (AI)-powered graphical processing units (GPUs) — continued to maintain its data center revenue momentum. 

In the last reported quarter, 50% of its data center revenues came from hyperscalers. The most important fact is that the remaining 50% of revenues came from various other sources like AI Clouds, industrial, enterprise, and sovereign customers. This indicates that NVDA is strategically diversifying its customer base as AI tools are gradually being adopted in mainstream business operations.

Transformation From AI GPU to AI CPUBesides being the generative-AI-powered GPU leader, NVIDIA is aiming to become a leading supplier of AI CPUs (central processing units). The so long dormant AI CPU space has charged up with the advent of agentic AI tools. 

In this regard, NVDA’s new AI superchip — Vera Rubin — may become a game-changer. This innovative rack-scale system will deliver 10 times more performance per watt than its predecessor — Grace Blackwell.

The Vera Rubin system comprises 1.3 million components, including 72 Rubin GPUs and 36 Vera CPUs. NVIDIA will start the shipment of Vera Rubin in the second half of 2026.  It had earlier announced the roadmap for Rubin Ultra, likely to be introduced in late 2027, and Feynman AI chips to be launched in 2028.

CEO Jensen Huang said, “agentic AI has arrived” and the factory buildout is “accelerating at extraordinary speed.” Huang also said that Vera Rubin, will be “even more successful than Grace Blackwell.” Chief Financial Officer Colette Kress said the new Vera CPU “opens a brand new $200 billion tab for NVIDIA.”

Solid Estimate RevisionsFor fiscal 2027 (ending January 2027), the Zacks Consensus Estimate currently shows revenues of $385.5 billion, suggesting an improvement of 78.5% year over year and earnings per share of $9, indicating an increase of 88.7% year over year. The Zacks Consensus Estimate for the current year has improved 0.6% in the last 30 days.

For fiscal 2028 (ending January 2028), the Zacks Consensus Estimate currently shows revenues of $521.8 billion, suggesting an improvement of 35.4% year over year and earnings per share of $12.14, indicating an increase of 34.8% year over year. The Zacks Consensus Estimate for the next year has improved 0.9% in the last 30 days.

Image Source: Zacks Investment Research

Attractive Valuation of NVDA SharesNVIDIA has a return on equity (ROE) of 96.94% compared with the industry’s ROE of a mere 5.58%. It has a forward P/E (price/earnings) multiple of 21.65% compared with the industry’s P/E of 54.68%. 

Broadcom Inc.Broadcom is experiencing strong revenue momentum fueled by growth in AI semiconductors and continued success with its VMware integration. Strong demand for its networking products and custom AI accelerators (XPUs) has been noteworthy. 

AVGO said the upside was powered by AI semiconductors, with networking representing almost 40% of AI revenues in the last reported quarter. AVGO expects AI semiconductor revenues to accelerate to $16 billion in the third quarter of fiscal 2026, soaring more than 200% year over year, primarily due to its thriving AI semiconductor solutions, including custom AI accelerators and AI networking.

Major CatalystsBroadcom’s relationships with leading OEMs and hyperscale customers across multiple target markets have helped it gain key insights into customer requirements. This insight has helped AVGO to serve target markets more efficiently. The company’s relationship with six core AI XPU customers is deep, strategic and multiyear. 

AVGO’s AI segment benefits from custom accelerators and advanced networking technology that support large-scale AI deployments with improved performance and efficiency. XPUs are necessary to train generative AI models, and they require complex integration of compute, memory and I/O capabilities to achieve the required performance at lower power consumption and cost.

Solid Estimate RevisionsFor fiscal 2026 (ending October 2026), the Zacks Consensus Estimate currently shows revenues of $105.6 billion, suggesting an improvement of 65.3% year over year and earnings per share of $11.73, indicating an increase of 72% year over year. The Zacks Consensus Estimate for the current year has improved 2.4% in the last 30 days.

For fiscal 2027 (ending October 2027), the Zacks Consensus Estimate currently shows revenues of $171.5 billion, suggesting an improvement of 62.4% year over year and earnings per share of $19.17, indicating an increase of 63.4% year over year. The Zacks Consensus Estimate for the next year has improved 5.6% in the last 30 days.

Image Source: Zacks Investment Research

Attractive Valuation of AVGO SharesBroadcom has a return on equity (ROE) of 41.61% compared with the industry’s ROE of a mere 3.95%. It has a forward P/E multiple of 30.73% compared with the industry’s P/E of 49.81%. 

QUALCOMM Inc.QUALCOMM continues to pivot from a handset-centric model toward a broader connected processor portfolio. Solid traction in the automotive business augurs well, with more than 1 million cars operating ADAS and autonomy on Snapdragon Ride processors. Higher content per vehicle on the Snapdragon Digital Chassis, broader edge AI adoption across devices and data center traction are positives.

Business DiversificationQUALCOMM is investing to extend its Oryon CPU and AI acceleration beyond smartphones into PCs and servers. Management said its 2026 Snapdragon X2 PC platforms are in production and positioned to enable always-on agentic experiences, supported by a Hexagon NPU delivering up to 85 TOPS. 

QCOM also said that the Alphawave integration is off to a good start and that it is pursuing opportunities with hyperscalers and other partners. QCOM is entering the custom silicon space with a leading hyperscaler and expects initial shipments in the December quarter, adding a revenue stream that is not tied to handset unit cycles. 

The Alphawave acquisition, completed in fiscal 2026 for $2.3 billion, adds high-speed wired connectivity IP and custom silicon capabilities intended to accelerate QCOM’s expansion into data centers.

Strong Estimate RevisionsFor fiscal 2027 (ending September 2027), the Zacks Consensus Estimate currently shows revenues of $43.6 billion, suggesting an improvement of 2% year over year and earnings per share of $10.96, indicating an increase of 1.8% year over year. The Zacks Consensus Estimate for the next year has improved 1.8% in the last 30 days.

Image Source: Zacks Investment Research

Lucrative Valuation of QCOM SharesQUALCOMM has a return on equity (ROE) of 42.11% compared with the industry’s ROE of a mere 3.95%. It has a forward P/E multiple of 16.37% compared with the industry’s P/E of 49.81%. Moreover, the company has a P/S (price/sales) multiple of 4.18% compared with the industry’s P/S of 7.59%. 
2026-07-08 13:53 1mo ago
2026-07-08 09:46 1mo ago
Broadcom's $200 Billion AI Opportunity Is Drawing New Interest From Investors
AVGO Broadcom
FMP Stock News
Original source text
Broadcom (NASDAQ:AVGO | AVGO Price Prediction) is now being talked about in $200 billion increments. That figure represents forward AI opportunity framing, surfaced on the company’s Q2 FY2026 earnings call, when JPMorgan analyst Harlan Sur pressed CEO Hock Tan on an implied $200 billion-plus 18-month backlog covering the back half of 2026 through fiscal 2027.

Tan did not push back. He effectively confirmed the trajectory, guiding to $56 billion in AI semiconductor revenue for fiscal 2026, up roughly 180% from fiscal 2025, and reiterating AI semiconductor revenue in excess of $100 billion in fiscal 2027.

What It Means The $200 billion frame represents a forward opportunity. What backs it up is concrete. In Q2 FY2026, Broadcom reported AI semiconductor revenue of $10.80 billion, up 143% year over year, on total revenue of $22.187 billion, up 47.9%. Q3 guidance calls for AI semiconductor revenue of $16.0 billion, over 200% YoY growth, on total revenue of about $29.4 billion.

The demand signal underneath those numbers is what gives the $200 billion figure weight. Tan disclosed that Q2 bookings for AI semiconductors were over $30 billion against the $10.8 billion shipped, roughly three times coverage in a single quarter. Six core customers now have multi-year, multi-gigawatt commitments: a long-term TPU and AI networking agreement with Google, 5 additional gigawatts of TPU-based compute for Anthropic beginning in 2027, 1.3 gigawatts contractually committed to OpenAI in 2027 within a 10-gigawatt agreement by 2029, and 3 gigawatts for Meta through the end of 2028.

Importantly, Tan said visibility now extends into 2028.

Market Reaction Broadcom stock has not celebrated the news above. Shares of AVGO stock traded at $495.00 at the Q2 filing on June 3, 2026, and closed at $360.45 on July 2, 2026. That is a one-month change of -25.03%.

However, year to date, AVGO stock is still up 4.53%, and up 34.53% over one year and 745.73% over five years.

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

Bull Case Broadcom’s bull argument rests on a simple gap, in that the company’s pipeline is expanding faster than the stock is willing to price. In the second quarter, Broadcom delivered a record operating margin of 67% and free cash flow of $10.262 billion, or 46% of revenue. Net income rose 87.51% YoY to $9.310 billion, cash and equivalents sit at $19.628 billion, up 107.22% YoY, and AI is now a scale business inside Broadcom, with AI semiconductors representing 49% of total consolidated revenue and networking accounting for roughly 40% of Q2 AI revenue.

The sell-side has not blinked. Consensus reflects 44 buy ratings, 4 hold ratings, and zero sell ratings, with an analyst target price of $523.73.

I think Broadcom’s forward valuation looks less demanding than the trailing multiple suggests, with a forward P/E of 33 against a trailing P/E of 61, and a PEG ratio of 0.686. Tan also flagged a $35 billion first tranche of an AI XPU platform with Apollo and Blackstone intended to deploy more than 20 gigawatts of compute through 2027. Prediction markets have called Broadcom’s earnings correctly in 100% of 6 resolved markets, and the last Q2 AI revenue market resolved at $11.0 billion, with a crowd implied value of $11.21 billion.

Bottom Line For long-term holders, the $200 billion frame reduces to one question – does Broadcom’s Q2 booking rate translate into shipped revenue on the timelines Tan laid out?

I think this question could be answered with the company’s Q3 FY2026 earnings report, where guidance calls for $29.4 billion in total revenue and $16.0 billion in AI semiconductor revenue.

Broadcom stock is 25% cheaper than it was four weeks ago, while the company’s order book is three times larger than the revenue that produced that price.

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

Contact [email protected] for any questions or corrections.
2026-07-08 13:53 1mo ago
2026-07-08 08:00 1mo ago
Stryker: Medtech On Sale, Benefiting From Industry Growth
SYK Stryker
FMP Stock News
Original source text
Stryker Corporation offers a compelling medtech investment, benefiting from robust industry growth and an innovation-led strategy. SYK trades at a 13% discount to fair value, with a forward P/E of 20.1 versus a 10-year average of 25.6. Consensus expects SYK's adjusted diluted EPS to compound at 11.2% annually through 2028, supporting high single-digit dividend growth.
2026-07-08 13:52 1mo ago
2026-07-08 09:00 1mo ago
OpenTable Introduces Gold Tables, Turning Diner Loyalty Into Access at Coveted Restaurants
BKNG Booking
FMP Stock News
Original source text
New loyalty benefit in the U.S. gives diners with Gold status access to a curated selection of hard-to-book tables while helping restaurants connect with high-value guests

, /PRNewswire/ -- OpenTable, a global leader in restaurant tech, today announced Gold Tables, a new OpenTable loyalty benefit that gives diners with Gold status access to tables at participating in-demand restaurants while helping restaurants reach highly engaged guests.

Through the recently relaunched OpenTable Regulars loyalty program, diners unlock Gold status after completing six OpenTable reservations within 12 months. At launch, Gold Tables includes more than 500 participating restaurants across more than 50 cities nationwide, spanning major dining destinations including New York City, Chicago, Los Angeles, San Francisco, Austin, Miami and Washington, D.C. Participating restaurants at launch include sought-after destinations such as Soothr in New York City, Elena's in San Francisco, Saffy's in Los Angeles, Fiorella in Philadelphia and Esme in Chicago, with new restaurants added regularly.

"Gold Tables rewards our most loyal diners with something increasingly valuable: real access to sought-after restaurants, and it only takes six reservations a year," said John Tsou, SVP of Growth for OpenTable. "For diners, that means a simple path to tables that may be hard to get. For restaurants, it means deeper relationships with the guests who keep coming back. We're thrilled to bring this benefit to OpenTable Regulars, with more to come."

Gold Tables builds on OpenTable's continued investment in diner loyalty at a time when access to sought-after reservations in select cities has become increasingly competitive. Rather than rewarding engagement with discounts or points alone, Gold Tables gives members access to coveted tables while helping restaurants connect with some of OpenTable's most valuable guests: globally, diners with Gold status typically dine out five times as often, spend more, no-show 50% less frequently, and leave three times as many reviews compared to non-Gold diners.*

"At Nami Nori, we prioritize building lasting relationships with great guests," said Jihan Lee, Chef Partner and Co-Founder of Launchpad Hospitality (Nami Nori). "Gold Tables helps connect us with people who love dining out and return to the restaurant often. For restaurateurs like myself, it also means having our restaurant on a marketplace geared toward high-intent, highly valuable diners."

Additional Benefits of OpenTable Gold in the U.S.:

Priority Notify Me: Diners with Gold status who activate OpenTable's Notify Me feature will be alerted to last-minute restaurant openings earlier than other diners. Uber One Membership: Six months of Uber One membership for free (offer excludes current Uber One members). Enjoy Uber One credits on eligible Uber rides, $0 Delivery Fee on Uber Eats orders, and more. "A reservation is never just a reservation; it's the beginning of a relationship," said June Rodil, CEO & Partner of Goodnight Hospitality. "Gold Tables gives restaurants like The Marigold Club a meaningful way to connect with diners who are intentional about where they spend their time, celebrate their milestones, and build their dining rituals. For restaurateurs, that kind of connection is incredibly valuable because it helps bring the right guests into the right rooms and gives us the chance to turn a first visit into something lasting."

Visit the Gold Tables page at opentable.com/gold-tables-dining-program. OpenTable Rewards members can track their status and points balance and access Gold Tables through OpenTable's rewards hub: www.opentable.com/rewards.

About OpenTable
OpenTable, a global leader in restaurant tech and part of Booking Holdings, Inc.  (NASDAQ: BKNG), helps more than 65,000 restaurants worldwide fill 1.9 billion seats a year. OpenTable's world-class technology empowers restaurants to focus on what matters most - their team, their guests, and their bottom line - while enabling diners to discover and book the perfect restaurant for every occasion.

*Methodology: Based on OpenTable global booking and review data from the last 12 months ending June 23, 2026.

SOURCE OpenTable, Inc.
2026-07-08 13:51 1mo ago
2026-07-08 07:15 1mo ago
Shares Soar on Palo Alto's 60% Next Gen Security Growth
PANW Palo Alto Networks
FMP Stock News
Original source text
Cybersecurity company Palo Alto Networks, Inc. (PANW) rises 3,770% since first institutional outlier inflow signal in 2013.

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PANW is an AI-first cybersecurity company offering network security solutions to enterprises, service providers, and governments. PANW’s third-quarter 2026 report showed $3 billion in revenue (a 31% year-over-year rise), $8.13 in next generation security annual recurring revenue (a 60% jump), non-GAAP per-share earnings of $0.85, and raised full-year revenue guidance to a high end of $11.425 billion and up to $3.79 in non-GAAP diluted EPS.

No wonder PANW shares are up 30% this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.

Institutions Returning to Palo Alto Institutional volumes reveal plenty. In the last year, PANW has enjoyed strong investor demand, which we believe to be institutional support.

Each green bar signals unusually large volumes in PANW shares. They reflect our proprietary inflow signal, pushing the stock higher:

Source: www.moneyflows.com Plenty of technology names are under accumulation right now. But there’s a powerful fundamental story happening with Palo Alto.

Palo Alto Fundamental Analysis Institutional support and a healthy fundamental backdrop make this company worth investigating. As you can see, PANW has had strong sales and earnings growth:

3-year sales growth rate (+18.9%) 3-year EPS growth rate (+199.6%) Source: FactSet

Also, EPS is estimated to ramp higher this year by +8.9%.

Now it makes sense why the stock has been generating Big Money interest. PANW has a track record of strong financial performance.

Marrying great fundamentals with MoneyFlows software has found some big winning stocks over the long term.

Palo Alto has been a top-rated stock at MoneyFlows. That means the stock has unusual buy pressure and growing fundamentals. We have a ranking process that showcases stocks like this on a weekly basis.

It’s had six Big Money outlier inflow signals in the last year, gaining 67.3% in that time. The blue bars below shows when PANW was a top pick…institutions love this stock:

Source: www.moneyflows.com Tracking unusual volumes reveals the power of money flows.

This is a trait that most outlier stocks exhibit…the best of the best. Big Money demand drives stocks upward.

Palo Alto Price Prediction The PANW action isn’t new at all. Big Money buying in the shares is signaling to take notice. Given the historical gains in share price and strong fundamentals, this stock could be worth a spot in a diversified portfolio.

Disclosure: the author holds no position in PANW at the time of publication.

If you are a Registered Investment Advisor (RIA) or are a serious investor, take your investing to the next level and follow our free weekly MoneyFlows insights.

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Lucas is a well-versed equity investor and educator. He currently is co-founder of research and analytics firm, MAPsignals.com, which focuses on finding outlier stocks by following the Big Money.

Editors’ Picks
2026-07-08 13:51 1mo ago
2026-07-08 08:10 1mo ago
RBLX INVESTOR DEADLINE: Roblox Corporation Investors with Substantial Losses Have Opportunity to Lead Investor Class Action Lawsuit
RBLX Roblox
FMP Stock News
Original source text
, /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Roblox Corporation (NYSE: RBLX) common stock between October 30, 2025 and April 30, 2026, both dates inclusive (the "Class Period"), have until Friday, August 7, 2026 to seek appointment as lead plaintiff of the Roblox class action lawsuit. Captioned Mukherjee v. Roblox Corporation, No. 26-cv-05489 (N.D. Cal.), the Roblox class action lawsuit charges Roblox as well as certain of Roblox' top executive officers with violations of the Securities Exchange Act of 1934.

If you suffered substantial losses and wish to serve as lead plaintiff of the Roblox class action lawsuit, please provide your information here:

https://www.rgrdlaw.com/cases-roblox-class-action-lawsuit-rblx.html

You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].

CASE ALLEGATIONS: Roblox operates as a global video gaming and social networking company.

The Roblox class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) defendants created the false impression that they possessed reliable information pertaining to Roblox' bookings growth expectations and the overall anticipated impact from the age verification rollout while also minimizing risks associated with the rollout and its potential knock-on effects; (ii) Roblox misled investors when discussing tailwinds resulting from the age verification process while continuing to be "enormously bullish" on their tech rollouts as well as claiming to be able to "rely on [their] tremendous organic growth"; and (iii) Roblox relied far too heavily on viral events to drive growth and failed to communicate to investors the potential knock-on impacts of the age verification rollout, including how it could impact the platform's ratings, engagement, and overall public perception.

On April 30, 2026, Roblox announced its 2026 first quarter results, allegedly reporting declines in revenue guidance and projected annual bookings growth, as well as reductions in communication engagement, app store ratings, and organic sign-ups as a result of the age verification rollout. On this news, the price of Roblox stock fell more than 18%, according to the complaint.

THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Roblox common stock during the Class Period to seek appointment as lead plaintiff in the Roblox class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Roblox class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Roblox class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Roblox class action lawsuit.

ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:

https://www.rgrdlaw.com/services-litigation-securities-fraud.html

Past results do not guarantee future outcomes.
Services may be performed by attorneys in any of our offices.

Contact:
          Robbins Geller Rudman & Dowd LLP
          Ken Dolitsky
          Michael Albert
          655 W. Broadway, Suite 1900, San Diego, CA 92101
          800/851-7783
          [email protected]

SOURCE Robbins Geller Rudman & Dowd LLP
2026-07-08 13:50 1mo ago
2026-07-08 09:35 1mo ago
Can NUE's Strong Balance Sheet Power Bigger Shareholder Returns Ahead?
NUE Nucor
FMP Stock News
Original source text
Key Takeaways Nucor returned about $1.2B to shareholders in 2025 and roughly $630M year to date through June 17, 2026.NUE ended first-quarter 2026 with about $3.2B in liquidity and generated $886M in operating cash flow.NUE targets returning at least 40% of earnings to shareholders while funding growth projects and cutting debt. Nucor Corporation (NUE - Free Report) is maximizing its returns to shareholders by leveraging its strong balance sheet and cash flows.  It returned around $1.2 billion to its shareholders in 2025 through dividends and share repurchases, representing nearly 70% of net earnings. Returns to its shareholders were $254 million in the first quarter. Nucor has returned roughly $630 million through share buybacks and dividends year to date till June 17, 2026.

It ended first-quarter 2026 with strong liquidity of roughly $3.2 billion, including cash and cash equivalents of around $2.2 billion. It also generated cash from operations of $886 million in the quarter.

The company, in December 2025, raised its quarterly dividend to 56 cents per share from 55 cents. Nucor has increased its regular dividend for 53 straight years since it started paying dividends in 1973. It remains committed to its policy of returning at least 40% of earnings to its shareholders.

NUE offers a dividend yield of 1% at the current stock price. Its payout ratio is 22% (a ratio below 60% is a good indicator that the dividend will be sustainable), with a five-year annualized dividend growth rate of 4.2%. Backed by strong financial health, the company's dividend is perceived to be safe and reliable.

Nucor is executing a well-defined capital allocation policy using its substantial cash generation to drive shareholder value, fund its growth projects and reduce debt. With a rock-solid balance sheet underpinned by a strong credit profile, NUE remains well-placed to continue this shareholder-focused strategy.

Among its peers, Steel Dynamics, Inc. (STLD - Free Report) remains committed to maximizing shareholder returns. Steel Dynamics bought back shares worth $115 million in the first quarter. STLD also raised its quarterly dividend by 6% to 53 cents per share in February 2026. During the second quarter of 2026, Steel Dynamics repurchased $170 million of its common stock, as announced recently.

Commercial Metals Company (CMC - Free Report) is also pursuing a disciplined capital allocation strategy, capitalizing on its solid balance sheet and cash flow profile. Commercial Metals repurchased shares worth $18.9 million during the fiscal third quarter and kept its quarterly dividend at 20 cents per share. CMC generated cash of $603 million from operating activities for the nine months ended May 31, 2026, up from roughly $400 million in the year-ago period.

NUE’s Price Performance, Valuation & EstimatesNucor has gained 39.4% year to date against the Zacks Steel Producers industry’s growth of 26.5%.

Image Source: Zacks Investment Research

From a valuation standpoint, NUE is currently trading at a forward 12-month earnings multiple of 12.53, a roughly 11.9% premium to the industry average of 11.2X. It carries a Value Score of B.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for NUE’s 2026 earnings implies a year-over-year rise of 129.3%. The EPS estimates for 2026 have been trending higher over the past 60 days.

Image Source: Zacks Investment Research
2026-07-08 13:50 1mo ago
2026-07-08 09:15 1mo ago
LTC Grows SHOP Portfolio to 36 Properties with $73 Million Acquisition
LTC LTC Properties
FMP Stock News
Original source text
WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $LTC #LTC--LTC Properties, Inc. (NYSE: LTC) (“LTC” or the “Company”), a real estate investment trust specializing in seniors housing and health care properties, today announced the acquisition of two SHOP communities located in Colorado and New Mexico for a combined purchase price of $73 million.The acquisition was completed at a cap rate of approximately 7% with an expected unlevered IRR in the low- to mid-teens, and was funded with proceeds from ATM sales. Morni.
2026-07-08 13:50 1mo ago
2026-07-08 08:00 1mo ago
Teads Expands Premium CTV Access Through Strategic Partnership with TiVo Ads
XPER Xperi Holding
FMP Stock News
Original source text
New partnership combines TiVo Ads’ HomeScreen experiences with Teads’ AI-powered omnichannel activation and measurement capabilities July 08, 2026 08:00 ET  | Source: Teads Holding Co.

NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Teads (NASDAQ: TEAD), the omnichannel outcomes platform, today announced a strategic partnership with TiVo Ads, a part of leading entertainment technology company Xperi Inc. (NYSE: XPER), to integrate its inventory into the Teads ecosystem across the United States, Canada, and the United Kingdom. This collaboration expands Teads’ premium Connected TV (CTV) footprint, allowing advertisers to seamlessly buy and activate TiVo Ads alongside other omnichannel placements within a single, unified, AI-powered workflow.

The announcement comes as marketers increasingly prioritize measurable attention environments in CTV, and HomeScreen advertising continues to gain momentum. Recent TiVo Ads research with the Chief Marketer Network found that 67% of buyers expect investment in HomeScreen formats to increase over the next 12 months.

Through the partnership, TiVo Ads’ high-impact HomeScreen masthead placements will be available in Teads Ad Manager (TAM), further expanding Teads’ access to HomeScreen inventory across leading CTV environments. Advertisers will be able to activate TiVo Ads alongside other CTV placements as part of omnichannel campaigns through a unified AI-powered workflow within TAM.

As both a Pay TV and Smart TV platform, TiVo brings significant unduplicated reach across the US and UK, spanning 5.3 million households globally. Built on TiVo’s long-standing legacy of entertainment innovation, the TiVo Home Screen experience is designed around content discovery and viewer engagement. This gives advertisers access to high-impact native placements that can expand to 90% of the TV screen, alongside immersive full-screen video formats and shoppable QR capabilities designed to drive both brand awareness and consumer interaction.

“HomeScreen is where attention lives before a single piece of content plays,” said Simon Klein, Global SVP Commercial Strategy CTV at Teads. “Partnering with TiVo to bring that inventory to market through Teads Ad Manager is a meaningful step in how we’re making activation more seamless on one of the most impactful surfaces in advertising.”

“TiVo Ads is focused on creating premium TV experiences that deliver value for both viewers and advertisers,” said Craig Chinn, SVP, Global Advertising Sales at TiVo Ads. “Teads’ strong reputation in CTV innovation and omnichannel activation made them a natural partner to help bring our inventory to market in a way that gives advertisers more flexibility, reach, and performance across screens.”

Advertisers will gain access to Teads’ broader suite of CTV capabilities across TiVo Ads inventory, including:

CTV Performance, Teads’ outcome-driven solution that connects CTV exposure with qualified visits, engagement, and conversionsAttention measurement on CTV, giving advertisers greater visibility into campaign engagement and media qualityHousehold graph-powered targeting and measurement, helping connect big-screen exposure with cross-device signals and outcomesOmnichannel activation, allowing brands to manage CTV campaigns alongside digital channels within a unified platform The integration further expands Teads’ CTV ecosystem, building on recent innovations including CTV Performance and attention measurement, alongside thousands of HomeScreen campaigns delivered globally across leading OEM and TV operating system partners.

TiVo Ads inventory is now available in Teads Ad Manager for self-serve and managed service activation. Advertisers can start their HomeScreen campaigns today.

Media Contact
[email protected]

Investor Relations Contact
[email protected]
(332) 205-8999

Forward-Looking Statements
This press release contains forward-looking statements within the meaning of the federal securities laws, which statements involve substantial risks and uncertainties. Forward-looking statements generally relate to possible or assumed future results of our business, financial condition, results of operations, liquidity, plans and objectives. You can generally identify forward-looking statements because they contain words such as “may,” “will,” “should,” “expects,” “plans,” “anticipates,” “could,” “intends,” “guidance,” “outlook,” “target,” “projects,” “contemplates,” “believes,” “estimates,” “predicts,” “foresee,” “potential” or “continue” or the negative of these terms or other similar expressions that concern our expectations, strategy, plans or intentions.

We have based these forward-looking statements largely on our current expectations and projections regarding future events and trends that we believe may affect our business, financial condition and results of operations. The outcome of the events described in these forward-looking statements is subject to risks, uncertainties and other factors, including but not limited to: the risk that our strategic partnership with TiVo Ads may not yield the anticipated benefits, measurable outcomes, or scale as expected; technical challenges related to integrating TiVo Ads inventory into Teads Ad Manager; the risk that advertisers may not adopt CTV HomeScreen formats across the US, Canada, and UK markets at the rates we anticipate; the highly competitive nature of the digital, CTV, and streaming advertising markets; and the other important risks described in the section entitled “Risk Factors” and elsewhere in the Annual Report on Form 10-K filed for the year ended December 31, 2025, and our Quarterly Report on Form 10-Q filed for the quarter ended March 31, 2026, filed with the Securities and Exchange Commission (the “SEC”), which are available on our website at https://investors.teads.com/ and on the SEC’s website at www.sec.gov.

Accordingly, you should not rely upon forward-looking statements as predictions of future events. We cannot assure you that the results, events and circumstances reflected in the forward-looking statements will be achieved or occur, and actual results, events or circumstances could differ materially from those projected in the forward-looking statements. We undertake no obligation to update any forward-looking statement to reflect events or circumstances after the date on which the statement is made or to reflect the occurrence of unanticipated events. We do not assume any obligation to update any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

About Teads
Teads Holding Co. (“Teads”) (Nasdaq: TEAD) is a leading omnichannel advertising platform focused on driving outcomes for brand and performance advertisers across screens. With a focus on meaningful business outcomes for full funnel objectives, Teads drives value by leveraging predictive AI technology to connect quality media, beautiful brand creative, and context-driven addressability and measurement. Teads is directly partnered with more than 10,000 publishers and 20,000 advertisers globally. The company is headquartered in New York, New York, with a global team of around 1,700 people in 30+ countries.

For more information, visit www.teads.com.

About TiVo
TiVo brings entertainment together, making it easy to find, watch, and enjoy. We serve up the best movies, shows, and videos from across live TV, on-demand, streaming services, and countless apps, helping people watch on their terms. For studios, networks, and advertisers, TiVo targets passionate viewers to increase engagement across all screens. TiVo is a wholly owned subsidiary of Xperi Inc. Learn more at tivo.com.
2026-07-08 13:49 1mo ago
2026-07-08 08:00 1mo ago
Magnite to Announce Second Quarter 2026 Financial Results on August 5, 2026
MGNI Magnite
FMP Stock News
Original source text
July 08, 2026 08:00 ET  | Source: Magnite, Inc.

NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- Magnite (Nasdaq: MGNI), the largest independent sell-side advertising company, will announce its financial results for the second quarter ended June 30, 2026 after the market close on Wednesday, August 5, 2026. The Company will host a conference call at 1:30 PM (PT) / 4:30 PM (ET) the same day to discuss its financial results and outlook.

Live conference call   Toll free number:  (646) 307-1963 (for domestic callers)Direct dial number:  (800) 715-9871 (for international callers)Passcode:  Ask to join the Magnite conference callSimultaneous audio webcast:  http://investor.magnite.com, under “Events and Presentations” Conference call replay   Toll free number:  (855) 669-9658 (for domestic callers)Direct dial number:  (412) 317-0088 (for international callers)Passcode:  4765799Webcast link:  http://investor.magnite.com, under “Events and Presentations”     About Magnite

We’re Magnite (NASDAQ: MGNI), the world’s largest independent sell-side advertising company. Publishers use our technology to monetize their content across all screens and formats including CTV, online video, display, and audio. The world’s leading agencies and brands trust our platform to access brand-safe, high-quality ad inventory and execute billions of advertising transactions each month. Anchored in bustling New York City, sunny Los Angeles, mile high Denver, historic London, colorful Singapore and down under in Sydney, Magnite has offices across North America, EMEA, LATAM, and APAC.

Investor Relations Contact
Nick Kormeluk, 949-500-0003
[email protected]
2026-07-08 13:49 1mo ago
2026-07-08 08:51 1mo ago
Nio stock crashes on weak outlook despite EV delivery surge: now what?
NIO Nio
FMP Stock News
Original source text
Nio stock price dropped below a crucial support level as demand for Chinese electric vehicle shares fell. It dropped to a multi-month low of $4.88 in New York, down by 40% from its highest point this year despite its strong delivery numbers.

Nio has emerged as one of the fastest-growing Chinese EV companies, helped by the traction of its newly launched vehicles. 

Data released last week showed that its deliveries jumped by 62.9% YoY in June, bringing its second-quarter figure at 107,658. Its quarterly figure was about 50% higher than where it was last year. 

Nio, its main brand, delivered 21,908 vehicles, while ONVO had 11,743. Firefly, the smaller brand delivered 6,946 vehicles during the month. This surge coincided with the launch of NIO WorldModel, which was installed to over 700k vehicles.

The ES9 model has now had over 120k deliveries, while ES9 sold 10,000 vehicles in 30 days, a sign that the brand is resonating with customers. In contrast, most Chinese EV companies like BYD, Li Auto, and XPeng continued to see weak growth. 

Li Auto delivered 98,330 vehicles, representing an 11.5% annual decline. XPeng sold 103,295 vehicles, roughly unchanged from a year ago, while BYD delivered 1.1 million vehicles.

Therefore, the ongoing Nio stock plunge is likely happening as investors remain concerned about its growth trajectory. Also, there are concerns about its profitability growth. After reporting a net profit earlier this year, the recent earnings report showed that it made a $48 million loss in the first quarter.

Most of Nio’s metrics are doing well, especially in an industry that is facing substantial pressure. For example, despite the ongoing price war, the company’s gross profit margin rose to 18.8%, higher than many Chinese EV companies. This performance means that it may close the gap with Tesla, which has a margin of 21%.

Nio has other factors that could support its stock over the long term. For example, recent results showed that its research and development expenses declined by 40% year over year, mainly due to lower personnel costs. In addition, the company has largely completed the most capital-intensive phases of its R&D efforts, particularly in vehicle design and development.

Nio has also improved its balance sheet, with the amount of cash and equivalents rising to $7 billion. The management believes that it will not need to raise cash in the near term, which has been a source of concerns among investors.

Therefore, the recent weakness in Nio’s stock appears to be driven largely by fading investor enthusiasm for EV stocks rather than by deterioration in the company’s underlying business performance.

Nio stock chart | Source: TradingView

Technicals point to more weakness in the near term. It has formed a head-and-shoulders pattern, and most recently, it dropped below the neckline. Also, it dropped below the 100-day Exponential Moving Average (EMA), while the Relative Strength Index (RSI) has continued falling.

Therefore, the stock will likely remain under pressure because of the general sector weakness. This retreat may see it fall to the psychological level of $4. Its strong fundamentals may help it bounce back later this year.
2026-07-08 13:49 1mo ago
2026-07-08 08:55 1mo ago
Plug Power Stock Retreats Under 50-Day Average Despite European Progress
PLUG Plug Power
FMP Stock News
Original source text
Plug Power shares are experiencing downward pressure. Why is PLUG stock retreating? What Is the Catalyst for Plug Power’s Growth?Plug is also trying to turn recent Europe execution into a steadier tape after commissioning and handing over a 5 MW GenEco PEM electrolyzer at the Måde Power-to-X facility in Esbjerg, Denmark. At full capacity, that site is expected to produce about 550 metric tons per year—roughly 1,500 truckloads—with output certified as Renewable Fuel of Non-Biological Origin under ISCC, a setup that can keep sentiment jumpy even when operations are moving forward.

Plug Power Technical Analysis: Key Levels to WatchIn the broader premarket tape, S&P 500 futures are down 0.6%, which can pressure higher-beta names even when the headline is constructive. For Plug, the market is also still dealing with a longer-term downtrend backdrop after the stock fell 74.65% over the past 12 months.

From a trend perspective, the stock at $2.41 is trading 10.8% below its 20-day SMA ($2.72) and 24.2% below its 50-day SMA ($3.20), keeping the near-term structure pointed lower. It’s also 12.2% below the 100-day SMA ($2.77) and 7.6% below the 200-day SMA ($2.63), which suggests rallies are still running into overhead supply.

Momentum is leaning soft: MACD is below its signal line and the histogram is negative, which typically means upside pressure is fading unless buyers can reclaim that baseline. Even so, the longer-term "golden cross" (50-day SMA above the 200-day SMA) that formed in September 2025 is still on the chart, so bulls will be watching whether this dip turns into a higher low versus the April swing low.

Key Resistance: $2.50 — a nearby round-number area where rebounds can stall How Plug Power Builds Its Green Hydrogen EcosystemPlug Power is building an end-to-end green hydrogen ecosystem, spanning production, storage, delivery, and energy generation. The company’s strategy includes building and operating green hydrogen highways across North America and Europe.

That backdrop matters for the Orica milestone because large electrolyzer and hub-style projects are the kind of "ecosystem" deployments that can pull through equipment, fuel supply, and longer-duration customer relationships. Plug targets multiple end markets—material handling, e-mobility, power generation, and industrial applications—so execution progress on industrial hydrogen hubs is a key proof point investors tend to track.

For Orica specifically, the Hunter Valley site is designed to displace natural gas in low-carbon ammonia and ammonium nitrate production, with emissions cuts framed as equivalent to removing about 26,500 vehicles from Australian roads each year. That kind of quantified decarbonization impact can help Plug sell similar hub-scale projects, but the stock’s reaction shows traders still want clearer follow-through on revenue and margins.

Plug Power Price Action: Current Trading TrendsPLUG Stock Price Activity: Plug Power shares were down 2.40% at $2.42 during premarket trading on Wednesday, according to Benzinga Pro data.

Image: Shutterstock

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-07-08 13:47 1mo ago
2026-07-08 09:00 1mo ago
XPeng's Bottom Is Here: Demand Recovery Through New Models And Global Expansion
XPEV XPeng
FMP Stock News
Original source text
XPeng reports a much-needed demand recovery in Q2 '26, while hinting at further delivery growth in H2 '26, thanks to new model launches and the ongoing international expansion. These reasons may also be why the automaker may beat their prior FQ2 '26 revenue guidance in the upcoming earnings call, while similarly offering robust Q3 '26 delivery guidance. XPEV's prior meltdown has seemingly met a bottom at $12s, with the stock notably oversold while boasting extremely cheap valuation against the outsized top-line growth prospects.
2026-07-08 13:47 1mo ago
2026-07-08 09:00 1mo ago
CuriosityStream to Report Second Quarter 2026 Financial Results on August 12
CURI CuriosityStream
FMP Stock News
Original source text
SILVER SPRING, MD / ACCESS Newswire / July 8, 2026 / CuriosityStream Inc. (the "Company") (Nasdaq:CURI), a leading global factual entertainment media company, today announced that it will release financial results for the second quarter of 2026 on Wednesday, August 12, 2026, after market close. The company will host a Q&A conference call to discuss these results at 5:00 p.m. Eastern Time (2:00 p.m. Pacific Time) on the same day. Reporters are invited to join the call on a listen-only basis.

Participants may dial in toll-free at (877) 407-9716 or (201) 493-6779. A live audio webcast of the call will also be available on the CuriosityStream Investor Relations website at https://investors.curiositystream.com.

An audio replay of the conference call will be available for two weeks following the call on the CuriosityStream Investor Relations website at https://investors.curiositystream.com.

About CuriosityStream Inc.

CuriosityStream Inc. (Nasdaq:CURI) is the entertainment brand for people who want to know more. The global media company is home to award-winning original and curated factual films, shows, and series covering science, nature, history, technology, society, and lifestyle. CuriosityStream is also a leading provider of AI model training datasets, leveraging one of the world's largest and most valuable rights-cleared media corpora. The company's portfolio spans millions of hours of premium video and audio, 850 billion tokens of production-grade code rich with developer context, and dozens of bespoke datasets created with proprietary content intelligence tools. CuriosityStream's data licensing partnerships enable leading technology companies to train and fine-tune generative, agentic, and physical AI systems that will power the next era of infrastructure and enterprise capabilities.

CuriosityStream also reaches millions of subscribers worldwide, operating the flagship Curiosity Stream SVOD service; Curiosity Channel, the linear television channel available via global distribution partners; Curiosity University, featuring talks from the best professors at the world's most renowned universities as well as courses, short and long-form videos, and podcasts; Curiosity Now, Curiosity History, Curiosity Animals, Curiosity Explora, and other free, ad-supported channels; Curiosity Audio Network, with original content and podcasts; and Curiosity Studios, which oversees original programming. For more information, visit CuriosityStream.com.

Contact:

CuriosityStream Investor Relations
Brett Maas
[email protected]

SOURCE: CuriosityStream
2026-07-08 13:47 1mo ago
2026-07-08 09:00 1mo ago
Root and Jerry Partner to Deliver Fully Embedded, End-to-End Car Insurance Experience
ROOT Root
FMP Stock News
Original source text
COLUMBUS, Ohio, July 08, 2026 (GLOBE NEWSWIRE) -- Root (NASDAQ: ROOT), the leading technology company in car insurance, and Jerry, the innovative insurance and car care platform, today announced a strategic partnership that embeds Root's data-driven car insurance experience directly into Jerry's app.

The partnership represents another milestone in Root’s embedded insurance distribution strategy by bringing personalized pricing and a streamlined digital purchasing experience directly into Jerry’s high-intent marketplace. By integrating into partner ecosystems where consumers are already shopping and making important financial and automotive decisions, Root is expanding access to its differentiated insurance offering while creating a more seamless experience for customers.

Through this digital-first collaboration:

Real-Time Quotes: Jerry customers receive car insurance quotes from Root directly within the Jerry app experience.Quote-to-Bind in Minutes: Customers can seamlessly complete their profile, review personalized options, and bind a Root policy directly within the Jerry app interface. “Our partnership with Jerry is another strong example of how we’re expanding our embedded technology capabilities to partners serving high-intent customers, enabling them to deliver personalized pricing and a modern insurance experience directly within their own platforms,” said Jason Shapiro, Senior Vice President of Business Development at Root. “We’ve removed traditional roadblocks to make affordable coverage available with the speed and ease consumers expect from their digital experiences, right when they’re ready to make a decision.”

Jerry operates a digital insurance and car care platform that lets users compare, buy, and service car, home, renters, and motorcycle insurance policies directly within the app, with licensed agents available seven days a week. Jerry supports customers throughout the insurance lifecycle by securely storing policy documents, facilitating coverage changes, and monitoring renewal rates in-app. Beyond insurance, Jerry simplifies car ownership with maintenance reminders, recall alerts, repair cost comparisons, and driver safety insights.

"Jerry's mission is to simplify ownership of people’s most important assets – including car, home, motorcycle. Our customers come to us to shop insurance coverage without the hassle of long forms or spam calls," said John Spottiswood, Chief Operating Officer at Jerry. "Root gives drivers a strong, fairly priced option they can sign up for in minutes. We look forward to continuing to expand our partnership and making this experience available to even more customers in the near future."

While traditional insurance shopping can be fragmented and time consuming, this partnership offers a modern alternative built for how consumers shop today. Through Jerry’s trusted, top-rated marketplace and Root’s proprietary, data-backed pricing and underwriting technology, the companies have created a simplified, highly intuitive experience that demonstrates how deep technical alignment can transform insurance distribution to better meet the expectations of today’s digital consumers.

Frequently Asked Questions (FAQ)

Where is Root insurance available through the Jerry app today?
Root auto insurance is available via the Jerry app in Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Mississippi, Montana, Nebraska, New Mexico, Nevada, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, and Wisconsin.

Can I buy a Root car insurance policy directly inside the Jerry app?
Yes. The partnership features a fully embedded, end-to-end integration. Jerry customers can receive real-time Root quotes, customize their coverage limits, and fully bind and purchase their policy without ever leaving the Jerry app.

How long does it take to get a Root quote and bind coverage on Jerry?
The digital-first integration removes traditional paperwork and friction. By utilizing existing profile data, eligible drivers can go from an initial rate quote to a bound, active Root policy in just minutes.

How does the Root partnership benefit Jerry customers?

Embedded Convenience: No redirects or external forms; the entire process happens in-app.Dual-App Policy Management: Access your digital insurance cards, view coverage details, and set up payment reminders across both the Root and Jerry apps. Drivers can effortlessly update their coverage and manage payments directly from their phones.24/7 Support: Access to licensed Jerry insurance agents seven days a week. About Root
Root Insurance is a technology company revolutionizing car insurance through data science and automation. The Root app has reached nearly 18 million downloads and has analyzed close to 37 billion miles of driving data to deliver personalized and fair pricing. Root, Inc. (NASDAQ: ROOT) is the parent company of Root Insurance Company.

For more information, visit root.com.

About Jerry
Jerry is a licensed insurance agency in all 50 states and Washington, D.C. that helps customers buy and manage their insurance and car care needs, making car and home ownership easier and more affordable. Its data-driven marketplace lets customers compare quotes from 100+ insurers and buy, bundle, and service their car, home, motorcycle, and renters policies directly in the app. Jerry also offers car care services spanning maintenance, repairs, recalls, and driver safety. And while Jerry is digital-first, a team of licensed agents is available seven days a week.

For more information, visit jerry.ai.

Media & Partnership Contacts
Root Contacts:

Media inquiries: [email protected] opportunities: [email protected] Jerry Contacts:

Media inquiries: [email protected] opportunities: Partnership form Forward Looking Statements:
This press release contains forward-looking statements within the meaning of federal securities laws regarding Root, Inc. These forward-looking statements relate to, among other things, expectations about our future business results. Such forward-looking statements are not guarantees of future performance and are subject to risks, uncertainties and other factors, some of which are beyond the company's control and are difficult to predict. We have based our forward-looking statements on our current expectations, estimates and projections about our industry and our company. We caution that these statements are not guarantees of future performance and you should not rely unduly on them, as they involve risks, uncertainties and assumptions that we cannot predict and many of which are beyond our control. Accordingly, our actual results may differ materially from the future performance that we have expressed or forecast in our forward-looking statements. In accordance with "safe harbor" provisions of the Private Securities Litigation Reform Act of 1995, we have included in Root's Form 10-K for the year ended Dec. 31, 2025, and other SEC filings, cautionary language identifying important factors, though not necessarily all such factors, that could cause future outcomes to differ materially from those set forth in the forward-looking statements. Copies of Root's Form 10-K and other SEC filings are available on the SEC's website, Root's website at ir.joinroot.com, or by contacting Root's Investor Relations office.
2026-07-08 13:46 1mo ago
2026-07-08 08:00 1mo ago
Cloudflare Announces Research Pilot with OpenAI
NETUSA CloudFlare
FMP Stock News
Original source text
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, today announced Cloudflare and OpenAI are launching a first-of-its-kind research pilot to explore how insights from participating websites across Cloudflare's global network can help AI search engines discover and index relevant content on the open web more effectively. The pilot is specifically focused on improving the accuracy and timeliness of answers. By using Cloudflare's real-time network.
2026-07-08 13:45 1mo ago
2026-07-08 09:00 1mo ago
Sue Wilchusky Joins Fiduciary Trust International as Chief Administrative Officer
BEN Franklin Resources
FMP Stock News
Original source text
20+ Year Financial Services Industry Veteran Will Help Drive Execution and Growth Across the Firm

NEW YORK--(BUSINESS WIRE)--Fiduciary Trust International, a global wealth manager and wholly owned subsidiary of Franklin Templeton, welcomes Sue Wilchusky as the firm’s chief administrative officer. In this role, she will help ensure the development and execution of strategic priorities that move forward in a thoughtful and connected way across the organization.

Ms. Wilchusky is based in Fiduciary Trust International’s office in Radnor, PA, and reports to Adam Spector, chief executive officer. Craig Richards remains chief operating officer and head of tax. Ms. Wilchusky’s arrival allows Mr. Richards to partner more closely with Mr. Spector and the executive team to support client needs and the ongoing growth of the business.

“Sue’s role revolves around execution – working with me and the executive team to drive key firmwide initiatives, improve coordination across functions, and make sure we are making consistent progress against our priorities,” said Mr. Spector. “Her strong track record of driving alignment in complex organizations, combined with a background and approach that are well-aligned with our culture and focus on clients, made her the right choice for this position.”

Ms. Wilchusky joins Fiduciary Trust International from Brandywine Global, where she served as chief operating officer overseeing business operations, including marketing and product management, portfolio compliance, investment performance and analysis, and overall business strategy. Prior to starting at Brandywine Global in 2011, Ms. Wilchusky held product development and distribution strategy roles at SEI Investments. Earlier in her career, she worked for Deutsche Bank, Fidelity Investments, and Deloitte & Touche. Ms. Wilchusky holds the Certified Financial Planner™ (CFP®) and Certified Public Accountant (CPA) designations.

“Fiduciary Trust International has spent 95 years building trusted client relationships, and I’m grateful for the opportunity to support its continued growth and build on that legacy,” said Ms. Wilchusky. “I look forward to working with the executive team to drive strategic initiatives forward and deliver results for our clients and colleagues.”

Ms. Wilchusky earned her MBA from Loyola University Maryland, and graduated from the University of Delaware with a bachelor of science in accounting.

About Fiduciary Trust International

Fiduciary Trust International, a global wealth management firm headquartered in New York, NY, has served individuals, families, endowments and foundations since 1931. With over $108 billion in assets under management and administration as of March 31, 2026, the firm specializes in strategic wealth planning, investment management and trust and estate services, as well as tax and custody services. The New York-based firm and its subsidiaries maintain offices in Coral Gables, FL, Boca Raton, FL, Fort Lauderdale, FL, West Palm Beach, FL, St. Petersburg, FL, Radnor, PA, Lincoln, MA, Los Angeles, CA, San Mateo, CA, Washington, DC, Wilmington, DE, Reston, VA, and Atlanta, GA. For more information, please visit fiduciarytrust.com, and for the latest updates, follow Fiduciary Trust International on LinkedIn and X: @FiduciaryTrust.

About Franklin Templeton

Franklin Templeton is a trusted investment partner, delivering tailored solutions that align with clients’ strategic goals. With deep portfolio management expertise across public and private markets, we combine investment excellence with cutting-edge technology. Since our founding in 1947, we have empowered clients through strategic partnership, forward-looking insights, and continuous innovation – providing the tools and resources to navigate change and capture opportunity.

With more than $1.79 trillion in assets under management as of June 30, 2026, Franklin Templeton operates globally in more than 35 countries.

To learn more, visit franklintempleton.com and follow us on LinkedIn.

Franklin Resources, Inc. [NYSE: BEN]

Copyright © 2026 Fiduciary Trust International. All rights reserved.
2026-07-08 13:44 1mo ago
2026-07-08 09:06 1mo ago
SHAREHOLDER ALERT: Berger Montague Reminds Lucid Group, Inc. (LCID) Investors of Class Action Lawsuit Deadline
LCID Lucid Group
FMP Stock News
Original source text
Philadelphia, Pennsylvania--(Newsfile Corp. - July 8, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against Lucid Group, Inc. (NASDAQ: LCID) ("Lucid" or the "Company") on behalf of investors who purchased or acquired Lucid common stock during the period from February 25, 2026 through April 13, 2026 (the "Class Period").

Investor Deadline: Investors who purchased or acquired Lucid common stock during the Class Period may, no later than July 28, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.

Lucid, based in Newark, California, is an electric vehicle and technology company that engineers its EVs, powertrains, and battery systems in-house.

According to the complaint, Defendants withheld from investors that a defect in a vendor-supplied component was already interrupting deliveries of the Lucid Gravity, the Company's SUV, and that the disruption would, and in fact did, adversely impact Lucid's operating results for Q1 2026.

The true state of Lucid's operations began to surface on April 3, 2026, when the Company released its Q1 2026 production and delivery figures and reported that it had built 5,500 vehicles for the quarter but handed over only 3,093, explaining that Lucid Gravity deliveries had been halted for 29 days because of a quality problem with the second-row seats supplied by a vendor. Reuters reported the same day that the slowdown traced back to February 2026, when Lucid had stopped deliveries to undo a supplier change it had not authorized and to re-inspect cars it had already assembled. Over the next two trading sessions, Lucid's stock fell $1.13 per share, or 11.35%, closing at $8.83 per share on April 7, 2026.

More bad news followed on April 14, 2026, when Lucid disclosed preliminary Q1 2026 revenue of roughly $280 million to $284 million — far short of the $433.8 million analysts had expected — alongside operating losses of approximately $985 million to $1.005 billion. The Company separately announced that it would raise about $1.05 billion in fresh capital, including a $300 million stock offering. Lucid's shares declined another $0.44 per share, or 4.76%, to close at $8.80 per share on April 14, 2026.

If you are a Lucid investor and would like to learn more about this action, CLICK HERE or please contact Berger Montague: Andrew Abramowitz at [email protected] or (215) 875-3015, or Caitlin Adorni at [email protected] or (267) 764-4865.

About Berger Montague
Berger Montague is one of the nation's preeminent law firms focusing on complex civil litigation, class actions, and mass torts in federal and state courts throughout the United States. With more than $2.4 billion in 2025 post-trial judgments alone, the Firm is a leader in the fields of complex litigation, antitrust, consumer protection, defective products, environmental law, employment law, securities, and whistleblower cases, among many other practice areas. For over 55 years, Berger Montague has played leading roles in precedent-setting cases and has recovered over $50 billion for its clients and the classes they have represented. Berger Montague is headquartered in Philadelphia and has offices in Chicago; Malvern, PA; Minneapolis; San Diego; San Francisco; Toronto, Canada; Washington, D.C., and Wilmington, DE.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/304348

Source: Berger Montague

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2026-07-08 13:44 1mo ago
2026-07-08 07:41 1mo ago
TransDigm Group: Residing In The Capital Gains Bucket, I Own It For Its Unique And Profitable Business Model
TDG TransDigm Group
FMP Stock News
Original source text
TransDigm Group (TDG) is a core capital gains holding, leveraging a unique, acquisition-driven model in the aerospace components sector. TDG's proprietary, mission-critical products and high-margin aftermarket sales underpin robust earnings growth, with FY26 EPS guidance raised to $39.52. Despite a Net Debt/EBITDA of 5.4x and premium valuation, TDG's execution, pricing power, and acquisition strategy justify a Buy recommendation for long-term investors.
2026-07-08 13:44 1mo ago
2026-07-08 08:00 1mo ago
TRWD Advances Public-Market Platform for Gentlemen's Club Ownership and Experiential Hospitality Growth
DKNG Draft Kings
FMP Stock News
Original source text
NEW YORK--(BUSINESS WIRE)---- $DKNG #ARCEntertainmentGroup--TRWD is building a public-market lane into Gentlemen's Club ownership with Peppermint Hippo, Las Tóxicas, 12+ venues, and $34M+ revenue.
2026-07-08 13:43 1mo ago
2026-07-08 09:26 1mo ago
FCEL Quadruples in 3 Months: Why It May Still Be Worth Buying
FCEL Fuelcell
FMP Stock News
Original source text
Key Takeaways FCEL is drawing investor interest as AI data centers increase demand for steady on-site power.FCEL's proposal pipeline reached about 4 GW, with 89% tied to potential data-center customers.FCEL plans to lift Torrington capacity to 500 MW as its 12.5-MW modular block supports growth. FuelCell Energy (FCEL - Free Report) has been one of the strongest clean-energy stocks recently, with shares climbing nearly 300% in the past three months. After such a sharp move, investors may wonder whether the opportunity has already passed. However, FCEL’s rally is not based only on short-term excitement. The company is gaining attention because artificial intelligence (AI) data centers need huge amounts of steady electricity, and existing power grids often cannot supply that power quickly enough. FuelCell Energy offers on-site fuel-cell systems that can provide continuous power where it is needed. This gives FCEL a clearer growth story, especially as investors also watch Bloom Energy (BE - Free Report) and Plug Power (PLUG - Free Report) in the clean-power and hydrogen space.

Image Source: Zacks Investment Research

AI Data Centers Are Driving FCEL’s Opportunity

AI data centers run powerful computers around the clock. These facilities cannot afford power shortages or long delays in getting electricity. FuelCell Energy’s systems are designed to provide reliable baseload power directly at customer sites, helping reduce dependence on slow grid upgrades, new transmission lines or long utility interconnection timelines.

This is why FCEL’s business pipeline has expanded sharply. The company’s submitted proposal pipeline reached about 4 gigawatts in the fiscal second quarter, up more than 250% from the prior quarter. Around 89% of that pipeline is tied to potential data-center customers. That means most of FCEL’s current growth opportunity is linked to AI and digital infrastructure. Bloom Energy is also benefiting from the same theme, as BE markets on-site power systems for data centers and mission-critical facilities. Plug Power, meanwhile, is pursuing hydrogen and fuel-cell applications across several markets. While Bloom Energy and Plug Power are larger clean-energy names, FuelCell Energy is building a focused story around AI-driven demand for dependable electricity.

Image Source: FuelCell Energy

Modular Product and Manufacturing Scale Add Support

FuelCell Energy has introduced a standardized 12.5-megawatt (“MW”) FuelCell Energy Block. For a layman, this works like a power building block. A customer can begin with one block and add more as electricity demand increases. This is important for data centers because they often want to grow in phases instead of building all their power capacity at once.

The company says the 12.5-MW block uses its proven 1.25-MW modules and is designed to reduce repeat engineering and permitting work. That could make projects easier to plan and faster to deploy. FuelCell Energy is also expanding its Torrington, CT, manufacturing facility. Management now plans to raise annual production capacity to 500 MW, compared with the earlier 350-MW target. The company has said it will expand capacity in line with customer demand, contracted backlog and capital support. This disciplined approach matters because investors want growth, but not reckless spending. Bloom Energy and Plug Power also need strong execution to capture clean-energy demand, so FCEL’s ability to convert proposals into firm contracts will be critical.

Partnerships and Earnings Estimates Strengthen the Case for FCEL

FCEL’s story is not limited to data centers. The company continues to deliver fuel-cell modules to Gyeonggi Green Energy in South Korea and is involved in work tied to the AI Daegu Data Center opportunity. These projects support its international clean-energy presence. Another important opportunity is carbon capture. FuelCell Energy is working with ExxonMobil on technology that can capture carbon while producing power. Two carbon-capture modules were sent to Rotterdam for delivery to ExxonMobil’s facility. If this technology proves successful, FCEL could gain another long-term market beyond power generation.

Apart from price performance, FCEL’s earnings outlook is also improving. The Zacks Consensus Estimate for fiscal 2026 earnings implies a 59% improvement, while the estimate for fiscal 2027 points to another 27% improvement. This does not mean FCEL is already highly profitable, but it suggests analysts expect losses to narrow as the business scales. FuelCell Energy also ended the latest quarter with nearly $441 million in total cash, cash equivalents and restricted cash. That gives the company flexibility to support manufacturing expansion and commercial activity. Management has indicated that reaching a consistent annual production of at least 100 MW is important for moving toward positive adjusted EBITDA. Simply put, FCEL needs more volume to spread costs across a larger revenue base.

Image Source: Zacks Investment Research

Conclusion

FuelCell Energy is not a risk-free stock. The company still needs to turn its large proposal pipeline into signed contracts, grow backlog, improve profitability and compete with Bloom Energy and Plug Power. However, the stock’s sharp rally looks supported by real growth themes, including AI data-center power demand, modular fuel-cell products, manufacturing expansion, international projects, carbon-capture potential and improving earnings estimates. For investors who understand the risks, FCEL may still offer upside even after its near-quadruple move in three months. FCEL stock is currently a Zacks Rank #2 (Buy).

You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
2026-07-08 13:41 1mo ago
2026-07-08 07:30 1mo ago
Synchrony Launches Free Skilled-Trades Degree Pathway for Employees
SYF Synchrony Financial
FMP Stock News
Original source text
New program enables eligible employees to earn associate degrees in HVAC, electrical, welding and more with tuition covered by the company

Women in the Trades Forum convenes industry leaders to strengthen the pipeline for tech‑enabled trade careers

, /PRNewswire/ -- At Synchrony's Women in the Trades forum, hosted with leading nonprofit partners, company leaders unveiled a new program enabling all U.S. employees, after three months of service, to earn a debt-free associate degree through community and technical college programs in high-demand fields like HVAC, electrical, plumbing and welding, building skills that support critical roles in data center operations and advanced mechanics. 

From left to right: On Tuesday, July 7, Synchrony leaders Theresa Kraus (moderator; SVP, Client Development and Sales Governance), Kelli Nesseth (SVP and GM), Marisa Diiorio (SVP, HR—Technology & Operations) and Fanaye Taye (SVP, HR) joined Kristin Gallup, 2025 President of Women in HVACR, for the Women in the Trades forum, sharing their career paths, leadership insights and ways to expand access to the high-demand skilled trades. Photo credit: Synchrony Demand for these roles is accelerating, with nearly 500,000 skilled trade jobs unfilled today in the U.S., and by 2030, another 2.1 million more positions could go unfilled. As smart systems, connected equipment and AI tools become standard, technicians are combining hands-on expertise with digital fluency, opening new opportunities in modern skilled trades.

"Skilled trades power our homes, businesses and local economies and provide an essential service to people and families, yet the talent gap is growing," said Kelli Nesseth, Senior Vice President and GM at Synchrony. "This program gives our people a debt-free associate degree pathway, building in-demand skills for the future across the industries we serve and opening doors, even to business ownership."

Held at Synchrony's Cincinnati-West Chester office, the Women in the Trades forum convened dozens of women leaders to share best practices in board-level training, mentorship and leadership, and to accelerate the next wave of skilled trade talent.

Behind the statistics are real families and neighborhoods. When technicians are scarce, urgent home repairs can take longer and cost more, delaying work that keeps homes safe and livable and putting basic fixes further out of reach for those who need them most. Filling these vital roles strengthens local economies and supports Synchrony's Home partners, especially the small and medium-sized businesses hit hardest by the skills shortage, by reducing backlogs, responding faster and growing local talent pipelines with job-ready credentials aligned to employer needs.

"Synchrony's new tuition program and scholarship support are the investments we need to help more people, including women, enter high-demand trade careers," said Jane Sidebottom, President of Women in HVACR (Heating, Ventilation, Air Conditioning and Refrigeration). "As the skills gap widens, building a job-ready pipeline is essential for the next generation of leaders and the customers and communities they'll serve."

Through a partnership with Bright Horizons EdAssist, Synchrony employees can pursue trade-focused associate degrees through a network of more than 20 technical colleges, community colleges and trade-school programs. The program offers flexible options including paid apprenticeships, employer-based training and hybrid or on-campus models with hands-on lab and shop learning.

Women in Trades Forum: Building the Pipeline and Future Skills

Synchrony's Women in the Trades forum convened leaders across HVAC, home improvement and home services to share talent and leadership strategies. Participants also gained practical skills in women's financial health, marketing and AI, including a budgeting workshop hosted by Synchrony's new employee-led Financial Literacy Service Corps.

Attendees included leaders from Women in HVACR, Women in the Flooring Industry, and National Women in Roofing; Bosch Home Comfort Group, Floor & Decor, Mitsubishi Electric Heating & Air Conditioning, Rheem, Roto-Rooter Plumbing & Water Cleanup and ServiceTitan; and trade professionals from technicians to small business owners.

Powering Skills for the Future

The new program builds on Synchrony's strong track record of preparing employees for future job-ready skills, while helping them pursue their personal and professional career goals through education, including:

Debt-free tuition: Up to $24K per year for degrees in high-demand fields, including education, health care and now skilled trades, building skills that power careers at Synchrony and across the industries the company serves Tech certifications: Up to $9K annually towards 12+ credentials aligned to critical skills Tech apprenticeships: 12-month pathway for non-traditional talent into Synchrony tech roles such as information security, AI and tech supplier management Building Pathways, Expanding Access in Communities

Synchrony continues to expand pathways to the skilled trades by supporting technical training. The Synchrony Foundation has donated $150,000 to Women in HVACR for scholarships and nearly $1 million to skilled trade programs nationwide since 2021. This work is part of Synchrony's Education as an Equalizer initiative to broaden access to education, skills training and financial literacy.

Frequently Asked Questions

Q1: Why is Synchrony launching a debt-free skilled trades associate degree program for employees?

A1: Synchrony is expanding its employee tuition program in response to employee feedback and growing workforce needs. The company previously expanded tuition support to high-demand fields such as healthcare and education and is now adding skilled trades, including HVAC, electrical, plumbing and welding. The program also helps address the skilled trades shortage while supporting the industries and communities Synchrony serves, including many small and midsize businesses in the home ecosystem.

Q2: How does this initiative help address the skilled trades shortage?

A2: The program provides eligible employees with access to debt-free associate degrees through more than 20 community colleges, technical colleges and trade school programs. By helping employees gain job-ready skills and industry-recognized credentials, the program supports workforce development in high-demand skilled trades while helping strengthen local talent pipelines that serve businesses and communities.

Q3: Who is eligible for the skilled trades associate degree program?

A3: Eligible U.S. employees can participate after three months of service. Through a partnership with Bright Horizons EdAssist, employees can pursue associate degrees in skilled trades including HVAC, electrical, plumbing, and welding through participating education providers, with flexible options including apprenticeships and hybrid learning.

Q4: How is Synchrony advancing skilled trades in communities?

A4: Synchrony is helping expand pathways into skilled trades through community investment and technical training. Since 2021, the Synchrony Foundation has donated nearly $1 million to skilled trade programs nationwide, including $150K to Women in HVACR for scholarships, as part of its Education as an Equalizer initiative.

About Synchrony

Synchrony (NYSE: SYF) is a leading consumer financing company that has been at the heart of American commerce and opportunity for nearly a century. Synchrony delivers credit and banking products that empower tens of millions of consumers to improve their financial lives and access what matters most. Leveraging innovative solutions that are shaping the future of retail commerce, Synchrony supports the growth and success of some of the nation's most respected brands, alongside hundreds of thousands of small and midsize businesses, including health and wellness providers. Committed to excellence in service and culture, Synchrony is honored to be ranked the #1 Best Company to Work For® in the U.S. by Fortune magazine and Great Place to Work®. For more information, visit www.synchrony.com.

Media Contact

Angie Hu
[email protected]

SOURCE Synchrony
2026-07-08 13:41 1mo ago
2026-07-08 08:35 1mo ago
Adecoagro: The Harvest Is Over, Now It's Time For Patience (Rating Upgrade)
AGRO Adecoagro
FMP Stock News
Original source text
Adecoagro is upgraded to Hold as valuation aligns with fair risk-reward after a 30% decline. Profertil acquisition significantly boosts AGRO's EBITDA and increases exposure to fertilizer, but also elevates leverage and commodity volatility. Current macro risks - especially related to oil, gas, and interest rates - could pressure AGRO's earnings and valuation further.
2026-07-08 13:40 1mo ago
2026-07-07 18:46 1mo ago
Ovintiv Inc (OVV) Stock Up 3.1% but GF Value Says Overvalued -- GF Score: 63/100
OVV Ovintiv
FMP Stock News
Original source text
On July 07, 2026, Ovintiv Inc (OVV) shares rose 3.1% today, with the stock currently priced at $54.97. The shares have seen a 52-week high of $63.46 and a low o
2026-07-08 13:40 1mo ago
2026-07-08 08:11 1mo ago
Rivian Stock Slips as Fresh Cash Comes With Dilution Concern
RIVN Rivian Automotive
FMP Stock News
Original source text
The company priced 75 million Class A common shares at $15.50 each, extending pressure from Tuesday’s announcement, a significant discount on Monday’s closing price of $20.14.

Rivian Prices $1.16 Billion Stock OfferingRivian expects gross proceeds of about $1.16 billion before underwriting discounts, commissions, and offering expenses.

The company also granted underwriters a 30-day option to buy up to 11.25 million additional shares, which could lift gross proceeds to about $1.34 billion if exercised in full.

The offering is expected to close on July 9, 2026.

Rivian To Use Proceeds For DOE-Linked FundingRivian plans to use the net proceeds for general corporate purposes, including funding certain equity contributions tied to an amended loan and support agreement with the U.S. Department of Energy.

The company ended the first quarter with about $4.83 billion in cash, cash equivalents, and short-term investments.

In a July 6 Form 8-K, Rivian estimated second-quarter revenue of $1.55 billion to $1.65 billion, up from $1.30 billion a year earlier. It also estimated cash, cash equivalents, and short-term investments of $5.3 billion as of June 30.

Delivery Beat Fails To Offset Dilution ConcernsThe capital raise came shortly after Rivian reported stronger-than-expected second-quarter production and deliveries.

The company produced 12,613 vehicles and delivered 12,194 vehicles in the quarter ended June 30, beating its prior delivery outlook of 9,000 to 11,000 vehicles.

Rivian also raised its full-year 2026 delivery forecast to 65,000–70,000 vehicles from 62,000–67,000.

However, investors focused on potential dilution from the discounted offering.

RIVN Technical Analysis: Key Support, Resistance And MomentumAt $15.75, the stock trades 3.7% below its 20-day SMA of $16.34, suggesting recent momentum is fading, and the price is slipping into near-term consolidation.

The stock remains slightly above its 50-day and 100-day SMAs, both near $15.64–$15.65, but sits 0.6% below its 200-day SMA of $15.84, making that longer-term average nearby resistance.

RSI is 49.99, a neutral reading indicating range-bound trading rather than a clear directional trend.

The mixed moving-average setup supports that view. The 20-day SMA remains above the 50-day, but May’s death cross shows the broader trend still needs repair.

Traders will watch whether the pullback holds above May’s swing low.

Key Resistance: $18.00 — a round-number area that can act as an overhead pivot if rebounds fade Key Support: $14.50 — a nearby floor that sits close enough to the current price to matter if selling accelerates RIVN Price Action: Rivian Automotive shares were down 4.43% at $15.76 during premarket trading on Wednesday, according to Benzinga Pro data.

Photo: Michael Vi / Shutterstock

Market News and Data brought to you by Benzinga APIs

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-07-08 13:39 1mo ago
2026-07-08 08:50 1mo ago
SpaceX Mania Just Made This the Busiest Month for the Nasdaq's Biggest ETF in 6 Years
NDAQ Nasdaq
FMP Stock News
Original source text
© Joe Raedle / Getty Images News via Getty Images

Something strange has happened to the biggest ETF on the NASDAQ. Retail investors who a year ago could not have told you what a float-adjusted market cap was are suddenly emailing Invesco’s product team about index-inclusion methodology, because of SpaceX.

Paul Schroeder, who covers Invesco QQQ Trust (NASDAQ:QQQ) and its cheaper sibling QQQM, told the Animal Spirits podcast this is one of the busiest stretches in his six years covering the product, and the driver is a very specific convergence. Elon Musk’s profile, a pre-IPO SpaceX valuation somewhere between $1.5 and $2 trillion, and a NASDAQ rule change from May that finally made it possible for a company like SpaceX to enter the Nasdaq 100 quickly after listing.

Why the Qs Are Suddenly on Fire QQQ is up 16% year to date and 29% over the past twelve months. It closed Monday at $725.15. That is healthy performance, but the story Schroeder is telling is about flows and attention. He said QQQ and QQQM combined represent 27% of all AUM in the US large-cap growth ETF category, which is a staggering share of concentration for two products from one issuer, and interest has been “pretty consistent over the last month” versus a 2023 busy period that lasted about a week and a half. A month of steady inbound curiosity is a different animal from a news-cycle spike.

It is sustained because ordinary investors are, in real time, learning how index construction works because they want SpaceX exposure and QQQ is the plausible vehicle. Retail is essentially reverse-engineering the plumbing of passive investing, which is a first.

The Overdue Rule Change In May, NASDAQ updated its fast-entry inclusion rules, which govern how quickly a newly public company can join the Nasdaq 100. Under the old regime a company had to season on the exchange for a full year, then wait for the next annual reconstitution. That timeline was designed for a world where companies went public at a couple billion dollars and grew up in the index. It was not designed for SpaceX, or for Stripe, or for Databricks, or for any of the private mega-caps that now list at valuations exceeding what most Nasdaq 100 constituents ever reach in their lifetimes.

Michael Batnick called the change “frankly overdue” given how long companies stay private now. He is right. The old rules would have kept the company sitting outside the benchmark most active managers are measured against for a full year after it started trading, which is absurd on its face.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Why You Will Not Swallow $2 Trillion at Once Batnick’s more important point was structural. NASDAQ uses float-adjusted weighting, which means only shares actually available to public trading count toward index weight. Insiders, founders, and locked-up strategic holders do not. SpaceX at IPO will have Musk, employees, and pre-IPO venture holders sitting on the enormous majority of the shares outstanding, and those shares simply do not count for index purposes on day one.

So while the headline market cap might read $2 trillion, the effective index-weight market cap is a fraction of that. Batnick’s phrasing was that investors will not have to “swallow $2 trillion of Elon Musk” all at once. That is a reasonable guardrail for an unprecedented situation, and it is why the rule change is defensible instead of reckless.

What the Frenzy Signals Retail investors piling into a passive index vehicle to get pre-IPO exposure to a company that has not yet priced is a very 2026 kind of behavior. Some of this is healthy. Index mechanics are worth understanding, and passive ownership through QQQ is a saner way to participate than chasing an IPO-day pop. Some of it is froth.

When a product’s fund flows are being driven by anticipation of a single constituent rather than the composition of the other ninety-nine, you are watching sentiment do work that fundamentals used to do. Both things can be true at once, and both are worth watching.

Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.

Contact [email protected] for any questions or corrections.
2026-07-08 13:36 1mo ago
2026-07-08 09:32 1mo ago
Cenovus Energy Stock Climbs 3.5%: What's Fueling the Rally?
CVE Cenovus Energy
FMP Stock News
Original source text
Key Takeaways Cenovus rose 3.5% as higher crude prices lifted energy sector sentiment.CVE posted record upstream production, stronger margins and reaffirmed growth plans.CVE beat EPS estimates despite lower revenue, with earnings estimates rising over the past 60 days. Cenovus Energy Inc. (CVE - Free Report) shares gained 3.5% on July 7 as higher crude oil prices lifted sentiment across the energy sector. Rising oil prices improved expectations for producers' cash flows and earnings, while strength in the broader energy market boosted shares of integrated companies like Cenovus.

Strong Q1 Performance Continues to Support SentimentInvestor optimism was also supported by the company's strong first-quarter performance, released in May. CVE reported first-quarter 2026 adjusted earnings of 61 cents per share, topping the Zacks Consensus Estimate of 56 cents and nearly doubling from 32 cents a year earlier. Revenue, however, totaled $9 billion, falling short of the consensus estimate of $9.3 billion and declining slightly from the prior-year quarter. The company posted record upstream production and reaffirmed growth plans following the MEG Energy acquisition.

Improving Margins Offset Revenue MissCenovus Energy's operations include Canadian oil sands, conventional and offshore production, supported by refining assets across Canada and the United States. While revenue actuals lagged the Zacks Consensus Estimate for the quarter, CVE posted stronger operating margins across its upstream and downstream businesses, with higher oil sands volumes and a sharp turnaround in refining profitability.

Robust Growth Outlook and Attractive ValuationCenovus has an expected earnings growth rate of 96.1% for the current year. The Zacks Consensus Estimate for its current-year earnings has improved 2% over the past 60 days. CVE has expected sales growth of 5.8% for the current year. This Zacks Rank #1 (Strong Buy) company has a VGM Score of B. It has a Forward PE of 8.07, which compares with the industry average of 8.40, suggesting that the stock is trading at a slight valuation discount to its peers. This could indicate an attractive entry point if the company continues to deliver earnings growth.

CVE Outperforms Industry PeersCVE, which belongs to the Zacks Oil and Gas - Integrated - Canadian industry, has seen its stock rise 53.6% over the past six months compared with 28.7% growth in the industry. Canadian Natural Resources Limited (CNQ - Free Report) and Baytex Energy Corp. (BTE - Free Report) , two of its peers from the same industry, carry a Rank #3 (Hold). CNQ and BTE stocks have gained 26.9% and 21.9%, respectively, in the same period, lagging the market. You can see the complete list of today’s Zacks #1 Rank stocks here.

Image Source: Zacks Investment Research

Bottom LineCenovus Energy appears well-positioned thanks to higher crude prices, strong operational execution and improving profitability across both its upstream and downstream businesses. The company's robust earnings growth outlook, favorable Zacks Rank, upward earnings estimate revisions and valuation discount relative to peers further strengthen its investment case. While commodity price volatility and refining market swings remain risks, investors seeking exposure to the Canadian integrated energy sector may find CVE an attractive stock to consider for long-term growth.
2026-07-08 13:35 1mo ago
2026-07-08 09:10 1mo ago
Can Rocket Lab Stock Become the Next SpaceX-Like Success Story?
RKLB Rocket Lab USA
FMP Stock News
Original source text
Rocket Lab (NASDAQ:RKLB | RKLB Price Prediction) is doing something rare in aerospace. It is building a fully vertically integrated space platform while still burning cash. Q1 revenue hit $200.35 million, up 63.5% year over year, backlog reached $2.20 billion, and management just announced an $8 billion acquisition of Iridium Communications.

Shares are up 33.44% year to date to $93.09. Can this stock hit $175 in 2027 and truly become the next SpaceX-caliber story? Let’s do the math.

Why Rocket Lab Shares Have Sold Off From May’s Peak The near-term picture is ugly. RKLB is down 5.02% over the past week and 15.43% over the past month, well off its May peak.

Three things are weighing on the stock. A $3 billion at-the-market equity offering announced June 24 raised dilution fears. A securities class action was filed July 1 over Neutron timeline disclosures.

And SpaceX’s June 12 IPO triggered capital rotation out of smaller space names. With a beta of 2.553, RKLB amplifies every swing in sentiment. Right now that volatility is working against holders.

Wall Street Sees 22% Upside. I See Room for More. Consensus target price sits at $114.10, with 3 strong buys, 11 buys, 4 holds, and zero sells. Bullish sentiment stands at 78%. Our base case lands at $124.25, implying 33.48% upside, with an optimistic scenario of $156.80 and a bear case at $97.12. Confidence is moderate.

I think the sell-side is behind the curve. Most targets were struck before the Iridium deal, and Roth Capital has already raised to $130. If Neutron flies in Q4 and Golden Dome contracts start converting, the consensus will follow.

The Path to $175 Per Share Reaching $175 from today’s $93.09 requires a gain of 88%. With forward EPS at -$0.34, a $175 price implies a forward P/E of -515x, a meaningless figure because Rocket Lab remains unprofitable.

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

The valuation case rests on revenue and backlog conversion. Shares currently trade at roughly 92x sales against 63.5% quarterly revenue growth.

To justify $175, revenue needs to keep compounding through Neutron’s Q4 debut and the Iridium close in mid-2027. Catalysts are lining up: the $816 million SDA Tranche 3 contract, Golden Dome selection with Raytheon, and NASA’s PolSIR and TSIS-2 mission awards.

CEO Peter Beck framed it plainly on the Q1 call: “Rocket Lab’s tailwinds are strong. We’re already embedded in the most demanding and significant space programs of our generation.” The primary risk remains a further Neutron slip past Q4 2026.

Where Rocket Lab Trades Today vs Its Earnings Power At $93.09, shares sit 24% below the 52-week high of $151 and well above the $37.57 low. Over five years, RKLB has returned 704.58%, and one-year returns come in at 161.05%.

Forward P/E is not usable with negative EPS, so investors are effectively paying 92x sales for a business the market expects to look nothing like a small-launch shop by 2028. That is the wager.

Is $175 Realistic? My Verdict Reaching $175 requires an 88% gain, aggressive but plausible for a stock with beta above 2.5 and a five-year return already north of 700%. Three things have to break right.

Neutron needs a clean Q4 2026 debut. The Iridium deal has to close on time with credible integration. And backlog conversion must sustain something close to Q1’s 63.5% growth clip. A material Neutron delay would gut the thesis quickly. Returns at this level shouldn’t be expected every year, but we’ve outlined the blueprint for how Rocket Lab could reach $175 in 2027.

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

Contact [email protected] for any questions or corrections.
2026-07-08 13:35 1mo ago
2026-07-08 08:00 1mo ago
Agilent Expands Altura Portfolio with Inert Size Exclusion and PLRP-S Columns for Biotherapeutic Analysis
A Agilent Technologies
FMP Stock News
Original source text
SANTA CLARA, Calif.--(BUSINESS WIRE)--Agilent Technologies Inc. (NYSE: A) today announced the latest expansion of its Altura HPLC column portfolio with the introduction of Altura size exclusion chromatography (SEC) and Altura PLRP-S columns, designed to support critical analytical workflows in biopharmaceutical development and production.The new SEC and PLRP-S columns support critical analytical workflows across a range of biotherapeutic modalities, including peptides, proteins, oligonucleotides.
2026-07-08 13:31 1mo ago
2026-07-08 08:00 1mo ago
Enphase Energy Opens Pre-Orders for IQ Air, a Smart Thermostat With Live Solar, Battery, and Home Power Display
ENPH Enphase Energy
FMP Stock News
Original source text
FREMONT, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Enphase Energy, Inc. (NASDAQ: ENPH), a global energy technology company, today opened pre-orders for IQ® Air, a smart thermostat with an in-home power display for the Enphase® Energy System. IQ Air gives homeowners temperature control at the wall, real-time visibility into solar production, battery performance, and home power use, while the Enphase® App provides whole-home energy management.

As homes add solar, batteries, and more dynamic electricity rates, the thermostat is becoming a more important point of interaction. IQ Air brings live home power information into that daily experience, helping homeowners see how comfort decisions relate to the rest of the home energy system.

Heating and cooling are typically among the largest controllable loads in a home. IQ Air is designed to use AI and intelligent software controls to optimize HVAC operation with awareness of solar production, battery state of charge, time-of-use rates, weather forecasts, and virtual power plant (VPP) events. The thermostat display shows live solar production, battery activity, home load, and system status, while allowing temperature control from the wall.

Based on Enphase modeling, these capabilities are designed to help homeowners save up to an additional $275 per year through time-of-use load shifting, utility demand response credits, HVAC optimization, and battery export optimization. Actual savings will depend on system configuration, climate, local programs, HVAC equipment, and utility rate structure.

IQ Air supports homes with more than one HVAC zone. The IQ Air for primary zone control serves as the main in-home power display, showing live solar, battery, and home power while also controlling the temperature for that zone. IQ Air for secondary zone control can be added for additional HVAC zones, giving larger homes a consistent Enphase thermostat experience.

IQ Air combines an HD color touchscreen, proximity sensing, auto-dimming, humidity and ventilation control, guided commissioning through the Enphase App, Wi-Fi, and a dedicated built-in cellular connection to the Enphase Cloud. It is designed to work with most 24 V HVAC systems and can typically be installed by homeowners or installers in about 10 minutes.

For installers, IQ Air creates a visible entry point into the Enphase product platform. The primary unit gives customers an everyday view of system performance, while secondary units create an expansion path for larger homes and multi-zone HVAC systems.

"We can put IQ Air on the wall during the site survey, before a single panel goes up, and homeowners can be engaged with their Enphase system on day one," said Jeremy Jones, managing director at Evolved Energy. "It wires up in about 10 minutes a zone, with the app walking us through every step, and it gives us a reason to go back to every customer we've ever installed for and talk batteries, EV chargers, and expansions."

"IQ Air is the easiest savings pitch we have because it's optimizing the biggest load in the house against solar, batteries, and rates automatically," said Justin Appleton, owner of Appleton Energy Systems. "It works with nearly every 24 V system we touch; homeowners finally have a screen on the wall showing what their system is doing, and that makes the whole Enphase platform an easier sell."

“IQ Air brings Enphase intelligence to one of the most familiar control points in the home,” said Ravi Pervela, senior vice president of cloud, security, and HEMS at Enphase Energy. “Homeowners can manage comfort, view live power flow at the wall, and use the Enphase App for broader control across solar, batteries, rates, and grid programs.”

The IQ Air smart thermostat is available for pre-order online and through Enphase distribution partners, with shipments expected to begin in August 2026. For more information, visit the Enphase website for homeowners and installers.

About Enphase Energy, Inc.

Enphase Energy, a global energy technology company based in Fremont, CA, is the world's leading supplier of microinverter-based solar and battery systems, EV chargers, home energy management systems, and virtual power plant (VPP) solutions. Enphase products enable people to harness the sun to make, use, save, and sell their own power, all controlled through the Enphase App. The company revolutionized the solar industry with its microinverter-based technology and has shipped approximately 87.8 million microinverters, with more than 5.2 million Enphase-based systems deployed in over 165 countries. For more information, visit https://enphase.com/.

©2026 Enphase Energy, Inc. All rights reserved. Enphase Energy, Enphase, the “e” logo, IQ, and certain other marks listed at https://enphase.com/trademark-usage-guidelines are trademarks or service marks of Enphase Energy, Inc. Other names are for informational purposes and may be trademarks of their respective owners.

Forward-Looking Statements

This press release may contain forward-looking statements, including statements related to the expected capabilities, performance, availability, timing, user experience, installer adoption, and homeowner energy savings of IQ Air; its integration with Enphase solar, battery, HVAC, home energy management, VPP, utility rate, and demand response programs; and future features delivered through over-the-air software updates. These statements are based on current expectations and involve risks and uncertainties. Actual results may differ materially due to changes in market demand, electricity pricing, utility programs, product performance, compatibility, availability, and other factors discussed in Enphase Energy's filings with the Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K. Enphase Energy undertakes no obligation to update these statements, except as required by law.

Contact:

Enphase Energy

[email protected]
2026-07-08 13:31 1mo ago
2026-07-08 08:00 1mo ago
Incyte to Report Second Quarter Financial Results
INCY Incyte
FMP Stock News
Original source text
WILMINGTON, Del.--(BUSINESS WIRE)--Incyte (Nasdaq:INCY) announced today that it has scheduled its second quarter financial results conference call and webcast for 8:00 a.m. ET on Tuesday, July 28, 2026. The schedule for the press release and conference call/webcast is as follows: Q2 2026 Press Release: July 28, 2026, at 7:00 a.m. ET Q2 2026 Conference Call: July 28, 2026, at 8:00 a.m. ET Domestic Dial-In Number: 877-407-3042 International Dial-In Number: 201-389-0864 Conference ID Number: 13759.
2026-07-08 13:29 1mo ago
2026-07-08 08:07 1mo ago
Goldman Sachs vs. Interactive Brokers: Which Financial Stock Is a Better Buy in 2026?
IBKR Interactive Brokers Group
FMP Stock News
Original source text
Choosing between a traditional investment banking leader and a high-tech brokerage platform depends on your investment goals. Goldman Sachs Group (GS 1.20%) and Interactive Brokers Group (IBKR 1.49%) represent two very different ways to play the market.

Goldman Sachs dominates the world of corporate advisory and institutional finance, while Interactive Brokers provides a sophisticated electronic trading platform for professional and individual investors. Both companies benefit when market activity increases, but they rely on different combinations of human expertise and automated technology to generate their profits.

The case for Goldman Sachs GroupGoldman Sachs operates as a premier institution in the financial stocks landscape, primarily serving corporations, financial institutions, and governments. The firm is organized into three main segments: global banking and markets, asset and wealth management, and platform solutions. Its wealth management business recently reported roughly $3.6 trillion in assets under supervision, catering to ultra-high-net-worth individuals and family offices.

In FY 2025, the company reported revenue of approximately $58.3 billion, which represents a 9% increase from the previous year. The firm achieved a net income of roughly $17.2 billion, indicating a net margin of approximately 29.5%.

Based on its December 2025 balance sheet, the company carries a debt-to-equity ratio of approximately 4.9x, indicating that total debt is nearly five times the value of shareholder equity. The current ratio is roughly 0.8x, which measures the company's ability to cover short-term liabilities with assets that can be quickly converted to cash. Additionally, the firm reported free cash flow of negative $47.2 billion for the fiscal year.

The case for Interactive Brokers GroupInteractive Brokers operates a highly automated global electronic brokerage that provides trade execution and custody services for a wide range of assets. The company serves approximately 5 million client accounts, including hedge funds, registered investment advisors, and individual retail investors. By offering access to over 170 market centers in 40 countries, the firm has built a reputation for low costs and deep technological integration.

For FY 2025, revenue reached nearly $6 billion, reflecting a year-over-year growth rate of approximately 20%. The company generated a net income of roughly $984 million, resulting in a net margin of about 70%. This consistent growth in revenue and earnings shows the increasing adoption of its platform by both institutional and individual traders worldwide.

As of its December 2025 balance sheet, the company maintains a debt-to-equity ratio of 0.0x, showing that it carries no significant debt relative to its equity. The current ratio is approximately 1.1x, suggesting the firm has more than enough short-term assets to cover its immediate liabilities. Furthermore, the business generated roughly $15.7 billion in free cash flow, which is the cash remaining after paying for operations and capital investments.

Risk profile comparisonGoldman Sachs faces significant risks related to global regulatory oversight and market volatility. The firm recently resolved a shareholder class action lawsuit related to 1MDB with a $500 million settlement, highlighting the legal complexities of its global operations. Its revenue is also highly sensitive to interest rates and geopolitical stability, and it must compete with other massive institutions like Morgan Stanley and JPMorgan Chase. Furthermore, the firm faces persistent cybersecurity threats as it integrates new artificial intelligence technologies into its complex infrastructure.

Interactive Brokers deals with risks involving its ForecastEx subsidiary, which operates in an evolving legal environment for prediction markets. The firm also relies on third-party providers for cryptocurrency trading, meaning data breaches or lost private keys at those providers could impact customers. It faces intense competition from Charles Schwab and Robinhood Markets, which may lead to price compression in the brokerage industry. Additionally, the company is heavily dependent on its own proprietary technology, meaning any critical system failures could disrupt services for its global user base.

Valuation comparisonGoldman Sachs offers a lower forward P/E that aligns closely with the broader financial sector, while Interactive Brokers carries a premium multiple reflecting its growth.

MetricGoldman Sachs GroupInteractive Brokers GroupSector BenchmarkForward P/E17.1x36.1x17.3xP/S ratio2.4x15.4xn/aSector benchmark uses the SPDR XLF sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Since 2021, Goldman Sachs has returned about 200% for shareholders. That’s an impressive performance, but it’s dwarfed by Interactive Brokers’ nearly 450% total return in the same period. The returns are much closer over the last year, with Goldman Sachs delivering a 46% increase and Interactive Brokers returning 57%. Past results are no guarantee of future performance, of course, but the results do highlight the key differences between the slow and steady Goldman and the explosive tech-focused Interactive Brokers.

Choosing between the two stocks likely comes down to what you’re looking for, or what you’re missing, in your portfolio. Interactive Brokers thrives on client trade activity, and even offers futures trading and crypto options. In an increasingly digital world with increasingly active market participants, this business proposition is exciting.

But Goldman Sachs has it beat on the stability front. It’s a financial giant and a longtime leader in wealth management, catering to corporations, governments, and high-net-worth individuals. But that doesn’t make it immune from macroeconomic pressures or market volatility.

If you’re focused on capital preservation and stability, it’s hard to argue against Goldman Sachs. But Interactive Brokers has proven it can leverage technology to capture current investment trends and turn them into windfalls for shareholders.
2026-07-08 13:29 1mo ago
2026-07-08 08:00 1mo ago
Woodward Publishes Its 2025 Sustainability Report Highlighting Progress in Environmental Stewardship, Social Responsibility, and Governance
WWD Woodward
FMP Stock News
Original source text
July 08, 2026 08:00 ET  | Source: Woodward, Inc.

FORT COLLINS, Colo., July 08, 2026 (GLOBE NEWSWIRE) -- Woodward (NASDAQ: WWD), a global leader in aerospace and industrial controls, today announced the publication of its 2025 Sustainability Report, which highlights the company's ongoing progress in environmental stewardship, social responsibility, and governance.

The report outlines the company’s approach to creating long-term value through operational excellence and global teams focused on the company’s purpose to design and deliver energy control solutions our partners count on to power a clean future.

Among the highlights from the 2025 report:

Enhanced environmental disclosures, including full Scope 1 and Scope 2 greenhouse gas emissions, energy intensity, and water withdrawal across our global operationsContinued implementation of Human and Organizational Performance (HOP) at Woodward locations around the worldContinued investment in members through nearly 18,000 hours of training, and ranking in the top quartile for employee engagement among manufacturing companiesDevelopment of our community engagement and volunteerism program, Fueling Futures, which is the focused approach we take to our philanthropy efforts within the United StatesAn outline of Woodward’s first formal double materiality assessment
"Woodward operates with integrity and determination to have a positive impact on our world, with a clear focus on delivering value for all our stakeholders, including our customers, shareholders, members, and communities," said Chip Blankenship, Woodward’s Chairman and CEO. "The progress reflected in our 2025 Sustainability Report is evidence of our team’s dedication to fulfilling our purpose, while keeping our core values of integrity, respectful and accountable, and humble and driven, as our guide in everything we do.”

See the full report: Woodward 2025 Sustainability Report

About Woodward

Woodward is the global leader in the design, manufacture, and service of energy conversion and control solutions for the aerospace and industrial equipment markets. Our purpose is to design and deliver energy control solutions our partners count on to power a clean future. Our innovative fluid, combustion, electrical, propulsion, and motion control systems perform in some of the world’s harshest environments. Woodward is a global company headquartered in Fort Collins, Colorado, USA. Visit our website at www.woodward.com.

Notice Regarding Forward-Looking Statements   

This press release contains forward-looking statements, including statements regarding Woodward's sustainability strategy, long-term value creation, operational excellence, member development, and community engagement initiatives. These statements are based on current expectations and assumptions and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed or implied. Factors that may affect actual results include changes in economic, market, regulatory, customer, operational, and other business conditions, as well as Woodward's ability to successfully execute its strategic and sustainability initiatives. Forward-looking statements speak only as of the date of this press release, and Woodward undertakes no obligation to update them except as required by law.

Media Contact:
Jennifer Regina
VP, Communications
+1 970-559-8840
[email protected]

Investor Contact:
Dan Provaznik
Director, Investor Relations
+1 970-498-3849
[email protected]

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/40b24885-8397-4283-bd05-b328c66b013c

Woodward Has Published Its 2025 Sustainability Report Woodward's latest Sustainability Report highlights Progress in Environmental Stewardship, Social Res...
2026-07-08 13:28 1mo ago
2026-07-08 08:30 1mo ago
Wrap Technologies Inc. (NASDAQ: WRAP) Announces Key Transaction, Secures Exclusive Distribution Rights to Transformative Detection Technologies
WRAP Wrap Technologies
FMP Stock News
Original source text
NEW YORK, July 08, 2026 (GLOBE NEWSWIRE) -- via NetworkNewsWire (“NNW”) — Wrap Technologies Inc. (NASDAQ: WRAP) today announces its placement in an editorial published by NetworkNewsWire (“NNW”), one of 75+ brands within the Dynamic Brand Portfolio@IBN (InvestorBrandNetwork), a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community.

To view the full publication, “Lock the Sensor, Lock the Response: The Power of Building the Autonomous Public-Safety Stack,” please visit: https://ibn.fm/xGVWf

The threats confronting law enforcement, military commands and critical infrastructure operators have crossed a threshold. They can no longer be addressed by adding personnel or deploying faster versions of existing equipment. Commercial drones that once required nation-state budgets can now be purchased off a consumer shelf for under $500 and are transforming the public-safety landscape. Criminal organizations deploy the devices against border law enforcement, correctional facilities report drone-delivered contraband as a routine operational problem, and Langley Air Force Base, among the most secure military installations in the United States, was forced to halt flight operations by repeated drone incursions for which no adequate nonlethal response protocol existed. The safety-response infrastructure the world was built on is no longer adequate for the threat environment it faces. That gap is the defining public-safety challenge of this decade.

In this context, Wrap Technologies Inc. has secured something its counter-drone competitors cannot buy: the ability to detect the drones that have learned to go silent. Through a strategic transaction with Israeli AI-sensing company Frenel Imaging Ltd., WRAP has secured exclusive United States and NATO distribution rights to the physics-based imaging technology that detect threats earlier, orchestrates a response, and acts with proportionate, mission-appropriate action. WRAP has placed that technology at the perception core of WrapShield, its new counter-UAS and autonomous public-safety platform. Counter-UAS is the entry point, with room to grow far beyond that. 

About Wrap Technologies Inc.
Wrap Technologies is a global leader in innovative public safety technologies and non-lethal tools, delivering cutting-edge technology with exceptional people to address the complex, modern-day challenges facing public-safety organizations.

WRAP’s complete public-safety portfolio includes the non-lethal BolaWrap(R) 150 device, Wrap Reality(R) immersive training platform, WrapVision(TM) body-worn camera system, WrapTactics(TM) training programs, and next-generation C-UAS solutions such as PAN-DA and the 1KC Kinetic Anti-Drone Cassette, all of which supports the company’s mission to provide safer, scalable and cost-effective technologies for public safety, defense and critical infrastructure markets.

With a growing demand for non-lethal tools and techniques to create time, distance and tactical advantage in noncriminal calls, Wrap’s BolaWrap 150 incorporates a multisensory distraction of sight and sound as a first response, followed by a non-lethal restraint if further escalation is required. This approach reduces the risk of injury to officers, subjects, and the community.

Wrap’s BolaWrap 150 solution is intended to provide law enforcement with a safer choice for nearly every phase of a critical incident. This innovative, patented device deploys a multi-sensory, cognitive disruption to expand the pre-escalation period and gives officers the advantage and critical time to manage non-compliant subjects before resorting to higher-force options. The BolaWrap 150 is not pain-based compliance. It does not shoot, strike, shock or incapacitate; instead, it helps officers strategically operate pre-escalation on the force continuum, reducing the risk of injury to both officers and subjects. Used by more than 1,000 agencies across the United States and in 60 additional countries, BolaWrap is backed by training certified by the International Association of Directors of Law Enforcement Standards and Training (“IADLEST”), reinforcing Wrap’s commitment to public safety through cutting-edge technology and expert training.

WrapReality(TM) VR is a fully immersive training simulator to enhance decision-making under stress.
As a comprehensive public-safety training platform, it provides first responders with realistic, interactive scenarios that reflect the evolving challenges of modern law enforcement. By offering a growing library of real-world situations, WrapReality is intended to equip officers with the skills and confidence to navigate high stakes encounters effectively, which we believe leads to safer outcomes for both responders and the communities they serve.

WrapVision is an all-new body-worn camera and evidence management system built for efficiency.
Designed for efficiency, security, and transparency to meet the rigorous demands of modern law enforcement, WrapVision captures, stores and helps manage digital evidence, ensuring operational security, regulatory compliance and enhanced video picture quality and field of view.

The WrapVision camera, powered by IONODES, boasts streamlined cloud integration and final North American assembly, with a critical made-in-America roadmap projected for early 2026. This track helps ensure data integrity and helps eliminate critical concerns over unauthorized access or foreign surveillance risks.

NOTE TO INVESTORS: The latest news and updates relating to WRAP are available in the company’s newsroom at https://ibn.fm/WRAP

For more information about Wrap Technologies, visit the company’s website at www.Wrap.com.

About NetworkNewsWire

NetworkNewsWire (“NNW”) is a specialized communications platform with a focus on financial news and content distribution for private and public companies and the investment community. It is one of 70+ brands within the Dynamic Brand Portfolio @ IBN that delivers: (1) access to a vast network of wire solutions via InvestorWire to efficiently and effectively reach a myriad of target markets, demographics and diverse industries; (2) article and editorial syndication to 5,000+ outlets; (3) enhanced press release enhancement to ensure maximum impact; (4) social media distribution via IBN to millions of social media followers; and (5) a full array of tailored corporate communications solutions. With broad reach and a seasoned team of contributing journalists and writers, NNW is uniquely positioned to best serve private and public companies that want to reach a wide audience of investors, influencers, consumers, journalists and the general public. By cutting through the overload of information in today’s market, NNW brings its clients unparalleled recognition and brand awareness.
NNW is where breaking news, insightful content and actionable information converge.

For more information, please visit www.NetworkNewsWire.com

Please view full terms of use and disclaimers on the NNW website applicable to all content provided by NNW, wherever published or re-published: http://www.nnw.fm/Disclaimer

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DISCLAIMER: NetworkNewsWire (NNW) is the source of the Article and content set forth above. References to any issuer other than the profiled issuer are intended solely to identify industry participants and do not constitute an endorsement of any issuer and do not constitute a comparison to the profiled issuer. The commentary, views and opinions expressed in this release by NNW are solely those of NNW. Readers of this Article and content agree that they cannot and will not seek to hold liable NNW for any investment decisions by their readers or subscribers. NNW is a news dissemination and financial marketing solutions provider and are NOT registered broker-dealers/analysts/investment advisers, hold no investment licenses and may NOT sell, offer to sell or offer to buy any security.
The Article and content related to the profiled company represent the personal and subjective views of the Author, and are subject to change at any time without notice. The information provided in the Article and the content has been obtained from sources which the Author believes to be reliable. However, the Author has not independently verified or otherwise investigated all such information. None of the Author, NNW, or any of their respective affiliates, guarantee the accuracy or completeness of any such information. This Article and content are not, and should not be regarded as investment advice or as a recommendation regarding any particular security or course of action; readers are strongly urged to speak with their own investment advisor and review all of the profiled issuer’s filings made with the Securities and Exchange Commission before making any investment decisions and should understand the risks associated with an investment in the profiled issuer’s securities, including, but not limited to, the complete loss of your investment.

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This release contains “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E the Securities Exchange Act of 1934, as amended and such forward-looking statements are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. “Forward-looking statements” describe future expectations, plans, results, or strategies and are generally preceded by words such as “may”, “future”, “plan” or “planned”, “will” or “should”, “expected,” “anticipates”, “draft”, “eventually” or “projected”. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements as a result of various factors, and other risks identified in a company’s annual report on Form 10-K or 10-KSB and other filings made by such company with the Securities and Exchange Commission. You should consider these factors in evaluating the forward-looking statements included herein, and not place undue reliance on such statements. The forward-looking statements in this release are made as of the date hereof and NNW undertakes no obligation to update such statements.
2026-07-08 13:28 1mo ago
2026-07-08 08:00 1mo ago
Navitas Semiconductor Responds to Patent Infringement Complaint Filed by Wolfspeed
WOLF Wolfspeed
FMP Stock News
Original source text
TORRANCE, Calif., July 08, 2026 (GLOBE NEWSWIRE) -- Navitas Semiconductor, (Nasdaq: NVTS), the industry leader in next-generation GaNFast™ gallium nitride (GaN) and GeneSiC™ silicon carbide (SiC) power semiconductors, today issued the following statement regarding the patent infringement complaint filed by Wolfspeed.

Navitas is aware of the complaint filed by Wolfspeed in the United States District Court for the District of Delaware. While the Company generally does not comment on pending litigation, Navitas disputes the allegations in the complaint, will vigorously defend itself and its products against baseless accusations of infringement, and expects to prevail in the litigation. In the meantime, Navitas remains fully committed to executing its growth strategy and delivering innovative products that address the rapidly expanding demand for next-generation power semiconductors.

Navitas is a pioneer in next-generation, power semiconductor products and is a market leader in GaN and SiC products. Navitas has built its business through decades of innovation, engineering excellence, and the development of industry-leading technologies backed by its own robust global intellectual property portfolio.

Navitas respects intellectual property and its technology is the product of decades of independent innovation, research, development and investment. The Company is disappointed that Wolfspeed would file the recent baseless litigation in an attempt to seek an advantage that they are unable to gain through healthy competition.

Because this matter involves pending litigation, Navitas does not intend to comment further at this juncture.

About Navitas

Navitas Semiconductor (Nasdaq: NVTS) is a next-generation power semiconductor leader in gallium nitride (GaN) and IC integrated devices, and high-voltage silicon carbide (SiC) technology, driving innovation across AI data centers, energy and grid infrastructure, performance computing and industrial electrification. With more than 30 years of combined expertise in wide bandgap technologies, GaNFast™ power ICs integrate GaN power, drive, control, sensing, and protection, delivering faster power delivery, higher system density, and greater efficiency. GeneSiC™  high-voltage SiC devices leverage patented trench-assisted planar technology to provide industry-leading voltage capability, efficiency, and reliability for medium-voltage grid and infrastructure applications. Navitas has over 300 patents issued or pending and is the world’s first semiconductor company to be CarbonNeutral®-certified.

Navitas Semiconductor, GaNFast, GaNSense, GeneSiC, and the Navitas logo are trademarks or registered trademarks of Navitas Semiconductor Limited and affiliates. All other brands, product names, and marks are or may be trademarks or registered trademarks used to identify products or services of their respective owners.

Investor Relations Contacts:

Shelton Group
Leanne Sievers | Brett Perry
[email protected]

Cautionary Statement Regarding Forward-Looking Statements

This press release includes “forward-looking statements” within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. Forward-looking statements are attempts to predict or indicate future events or trends or similar statements that are not a reflection of historical fact. Forward-looking statements may be identified by the use of words such as “we expect” or “are expected to be,” “estimate,” “plan,” “project,” “forecast,” “intend,” “anticipate,” “believe,” “seek,” or other similar expressions. Forward-looking statements are made based on estimates and forecasts of financial and performance metrics, projections of market opportunity and market share and current indications of customer interest, all of which are based on various assumptions, whether or not identified in this press release. All such statements are based on current expectations of the management of Navitas and are not predictions of actual future performance. Forward-looking statements are provided for illustrative purposes only and are not intended to serve as, and must not be relied on by any investor as, a guarantee, an assurance, a prediction or a definitive statement of fact or probability. Actual events and circumstances are difficult or impossible to predict and will differ from assumptions and expectations. Many actual events and circumstances that affect performance are beyond the control of Navitas and, forward-looking statements are subject to a number of uncertainties. Our businesses are subject to certain risks that could materially and adversely affect our respective business, financial condition, results of operations, or the value of our securities. For Navitas, these and other risk factors are discussed in the Risk Factors section of our most recent annual report on Form 10-K, as updated in the Risk Factors section of our most recent quarterly report on Form 10-Q, and in other documents we file with the SEC. If any of these risks, as discussed in more detail in our SEC reports, materialize or if our assumptions underlying forward-looking statements prove to be incorrect, actual results could differ materially from the results implied by these forward-looking statements.

A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/58f9f69f-8e2a-456a-a4a1-d424c46a4e1b