Track market-moving stories before they get noisy

NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) --

WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), of the important August 11, 2026 lead plaintiff deadline.

SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.

Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.

Attorney Advertising. Prior results do not guarantee a similar outcome.

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Contact Information:

        Laurence Rosen, Esq.
        Phillip Kim, Esq.
        The Rosen Law Firm, P.A.
        275 Madison Avenue, 40th Floor
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Investors often get excited about stock splits. They bring a stock down to a lower price, which can lead to more trading and potentially a rally. A reverse stock split, however, can have the opposite effect. A company normally deploys this when its share price has fallen so low that it needs to consolidate shares to get it back above $1, to ensure it satisfies the stock exchange's requirements.

Canopy Growth (CGC 1.04%) is no stranger to reverse stock splits, having done one a few years ago. Now, however, with its share price declining sharply and back below the $1 mark, the inevitable question looms: Is another reverse stock split on the horizon for the cannabis company?

Image source: Getty Images.

Will Canopy Growth announce a reverse stock split this year? Whether or not Canopy Growth deploys another reverse stock split will ultimately depend on how its share price does. That's because if it wants to remain listed on the Nasdaq exchange, it needs to get back up to at least the $1 mark -- if it gets to 30 consecutive business days of being below that threshold, it'll receive a notification from the exchange, at which point, it'll have 180 days to regain compliance. Thus, a reverse stock split may not necessarily happen this year, but it remains a distinct possibility within the next 12 months.

The last time Canopy Growth did a reverse split was in December 2023, when it did a 1-for-10 reverse split. Unfortunately, with the stock falling by around 80% since then, it's trading below $1 yet again.

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Financials matter more than reverse splits A stock split doesn't affect an investor's overall holdings and position in a company. If there's a reverse split, an investor would simply own fewer shares but at a higher average price. All it symbolizes is that a stock has been doing so poorly that it needs a reverse split to boost its share price, likely to meet the exchange's $1 minimum requirement.

The big picture for investors is that Canopy Growth just doesn't have a strong business. It's continually incurring losses, and its growth prospects aren't exactly promising. That's why the stock is in trouble and continues to fall: it's not a quality investment to hold on to. Regardless of whether another reverse split is coming or not, the safest option is likely to stay far away from this troubled stock, as there are plenty of better growth stocks to choose from.

Tilray Brands (TLRY 1.60%) doesn't, to put it politely, have a history of pleasing its investors. That was well in evidence across June, as the company -- diversifying from its roots as a pure-play marijuana business -- fell into one of its more unattractive habits, announced a new acquisition, and saw an analyst cut his price target on the shares. The combination of these developments pushed Tilray's stock down by nearly 19% that month.

New shares for old notes Over the course of its existence, the chronically loss-making Tilray has often issued new shares in order to bolster its finances. Sure enough, on two separate days in June -- one close to the start of the month, and one at the end -- the company divulged chunky stock flotations. It minted just over 1.2 million new shares in the first, and an additional 2.6 million-plus in the second.

Image source: Getty Images.

What makes the pair something of a departure for Tilray is that they weren't effected to raise capital. Instead, they were the equity side of a debt-for-equity swap the company effected with holders of some of its convertible notes (i.e., debt securities that convert to stock under certain conditions) that pay interest of 5.2%. As notes are booked as debt on the balance sheet, with this financial engineering move Tilray retired roughly $18 million in debt.

That'll improve the balance sheet to a degree (the company had $284 million in long-term borrowings at the end of February) which is, of course, a positive development. What's not so positive is the pile of new shares, as one reason investors have been wary of Tilray is its frequent new share issues. At least the June pair isn't excessively dilutive; the company's outstanding share count topped 123 million.

Later in the month an analyst following Tilray, Bernstein SocGen Group's Nadine Sarwat, cut her price target on the stock. She reduced it quite substantially, to $6.50 per share from $10. She also maintained her rather lukewarm stance on its future, keeping her market perform (hold, in other words) recommendation intact.

On the second-to-last day of the month, Tilray announced its latest acquisition. It is now the owner of HelloMD, a telehealth and patient engagement company focused on medical cannabis.

It didn't disclose the financial terms of the deal, but did say it boosts the company's "direct-to-patient capabilities, creates a fully vertically integrated medical cannabis framework for Tilray in Canada, and advances its global medical cannabis growth strategy."

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More losses to come? I think that combination of share price issuance and new asset acquisition is dismaying for some investors. I'd imagine they're wondering why Tilray is effectively reducing its stock's value while opening its wallet for an acquisition.

That wouldn't be such a concern if the company showed signs of reversing its loss-making ways, but I'm not seeing much indication of this yet. Personally, I don't think this stock is a compelling buy right now.

The artificial intelligence investment story is beginning to evolve beyond chatbots and data centers, with an increasing number of strategists and technology leaders pointing to robotics, autonomous vehicles and humanoid machines as the next frontier for long-term growth.

While generative AI has dominated markets over the past two years, investors are increasingly exploring what many describe as "physical AI" — AI systems capable of interacting with and navigating the real world.

The theme spans industrial robots, autonomous mobile machines, self-driving vehicles and humanoid robots, all of which are expected to benefit from advances in AI models and computing power.

Several leading Wall Street firms and technology executives now argue that physical AI could represent the next phase of the AI investment cycle.

Raisah Rasid, global market strategist at JP Morgan Asset Management, recently identified robotics and autonomous vehicles as among the next major beneficiaries of the AI boom.

"AI is a story that is going to be here to stay for a long time," Rasid said during a recent briefing.

"Mass adoption rate is really happening very, very quick, especially with generative AI."

Her comments add to a growing chorus of investors arguing that the technology's commercial potential extends well beyond software applications.

Last month, SoftBank founder and Chief Executive Masayoshi Son told CNBC that he believes physical AI and robotics are where the next trillion-dollar company is likely to emerge.

Barclays has also highlighted the opportunity.

Speaking to CNBC, Zornitza Todorova, head of thematic FICC research at Barclays and co-author of the bank's "AI Gets Physical" report, said the humanoid robotics industry could expand dramatically over the next decade.

"The size of the market today is really small, it’s 2 to 3 billion [dollars], but we see it going up to $200 billion in 2035," she said.

Among the strongest advocates of physical AI is Nvidia Chief Executive Jensen Huang, whose company has become central to the AI infrastructure boom.

During a visit to South Korea last month, Huang described robotics as the country's next major industrial opportunity.

"Because Korea is a manufacturing centre of the world, we can apply the robotics technology, the physical AI technology that we invent here for the industry," he said.

Speaking later in the month at Nvidia's annual shareholder meeting, Huang identified robotics as the company's second-largest long-term growth opportunity after artificial intelligence.

"We have many growth opportunities across our company, with AI and robotics the two largest, representing a multitrillion-dollar growth opportunity."

He also said autonomous vehicles are likely to become the first major commercial application of physical AI technologies.

Barclays expects humanoid robotics adoption to unfold in two phases.

The first, running through 2030, is expected to focus on manufacturing, logistics, agriculture and construction, where labour shortages and productivity gains provide immediate incentives for automation.

A second wave after 2030 could expand into healthcare, elderly care, education and hospitality as the technology matures and costs decline.

The bank also highlighted China's dominant position in industrial robotics, noting that the country now installs roughly half of all industrial robots worldwide.

According to Barclays, China deploys nearly 300,000 industrial robots annually compared with roughly 34,000 in the United States.

Robot density has increased by around 600% since 2016 to nearly 500 robots for every 10,000 workers.

Despite growing enthusiasm, most companies developing advanced humanoid robots remain privately held, limiting opportunities for public equity investors.

Instead, investors are looking at listed companies that provide enabling technologies or exposure to automation.

One of those is Ouster, which manufactures digital lidar sensors used by autonomous machines to map their surroundings in three dimensions.

Lidar technology is widely viewed as a foundational component for autonomous vehicles, warehouse robots and industrial automation systems.

The company received a boost last month after its Rev8 OS digital lidar sensor family qualified for Nvidia's DRIVE Hyperion autonomous vehicle platform, allowing developers to deploy its sensors throughout the vehicle development cycle.

Ouster shares currently trade around $44.64 after gaining more than 90% this year.

The company's first-quarter product revenue climbed 55% year over year to a record $48.23 million, while total revenue increased 49%.

Gross margin expanded to 43%, and the company shipped more than 12,600 sensors during the quarter.

However, analysts also caution that Ouster remains unprofitable and trades at more than 23 times sales following its strong rally.

The consensus analyst rating currently stands at Hold.

Another company drawing attention is Teradyne, whose semiconductor testing business has become increasingly important as AI chip production accelerates, while its robotics division also grows.

Its Semiconductor Test division generated $1.11 billion in first-quarter revenue, while its robotics business contributed $91 million through collaborative robots from Universal Robots and autonomous mobile robots developed by Mobile Industrial Robots.

Teradyne shares have gained more than 66% this year and over 280% during the past 12 months.

Supporters argue that every AI accelerator, custom chip and high-bandwidth memory stack requires extensive testing, creating sustained demand for Teradyne's equipment.

Still, analysts warn that the stock's valuation has become demanding.

Management's second-quarter revenue guidance of $1.15 billion to $1.25 billion implies sequential moderation, while any slowdown in AI infrastructure spending or tighter export restrictions on China could pressure investor sentiment.

Investors seeking diversified exposure have also begun looking at RoboStrategy (BOT), which listed in May as the first closed-end fund dedicated entirely to physical AI and robotics.

Its portfolio includes stakes in both public and private robotics companies, including Figure AI, Apptronik, Dyna Robotics, Standard Bots and Dexmate.

The fund recently secured a committed equity facility worth up to $2 billion with Roth Principal Investments to support future investments.

However, the fund has already experienced considerable volatility, with shares falling more than 13% since listing, underscoring the risks associated with investing in an emerging industry that remains in its early stages.

As enthusiasm around generative AI matures, many investors increasingly see physical AI as the next chapter of the broader AI investment story.

Whether that optimism translates into sustained market leadership may ultimately depend on how quickly robots and autonomous systems move from promising technology to widespread commercial adoption.

© georgeclerk / iStock Unreleased via Getty Images

Samsung Electronics just did something no company has done before. Its operating profit last quarter came in roughly 19 times what it was a year ago, revenue more than doubled to a record, and the bottom line landed above both NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and Apple (NASDAQ:AAPL). The stock, as CNBC’s Kristina Partsinevelos flagged Tuesday morning, fell 7%, briefly close to 10% intraday, and dragged the rest of the memory complex with it. If you were looking for the cleanest possible example of why great earnings can still torch a stock, this is the case study.

The Blowout That Wasn’t Enough Start with scale. NVIDIA’s most recent quarter delivered $81.61 billion in revenue and $58.32 billion of net income, and Apple’s March quarter clocked $111.18 billion in revenue with $29.58 billion of net income. Samsung, on a consolidated basis, out-earned both on the profit line. That should be a victory lap. Instead Samsung shares are down because the stock is already up roughly 382% in a year, and at that kind of run rate the sell-side estimate stops being the number that matters.

The Whisper-Number Trap Samsung beat the published Wall Street consensus by about 6%. Normally a 6% beat is a party. But when a name has tripled and change in twelve months, buy-side desks quietly mark their own internal targets well above the sell-side consensus. Those internal marks are the whisper numbers, and they are the numbers that actually get traded around. Miss the whisper, even while crushing the consensus, and the marginal buyer walks. Morgan Stanley’s shorthand for what’s happening was “memory exhaustion”, which is a polite way of saying every fast-money account that wanted to be long is already long.

You can see the same reflex in Micron Technology (NASDAQ:MU), which reported one of the more absurd quarters in semiconductor history two weeks ago. Revenue $41.46 billion, up 345.7% year over year, non-GAAP EPS of $25.11 versus a $20.28 estimate, gross margin expanding to 84.6%. Micron popped 11.7% in the first hour after the earnings report and has since bled over 20% in the past 5 days. Might be the same phenomenon.

The SK Hynix Cash Drain There is also a very specific, very boring near-term reason Samsung is being sold. SK Hynix, Samsung’s memory rival, is listing a $28 billion ADR on the Nasdaq this Friday. When a giant new deal in the same subsector prices, portfolio managers who are already at their sector-weight limit have to raise cash somewhere. The easiest source of that cash is the most crowded, most appreciated position in the same bucket. Which right now is Samsung. Rotation in, rotation out, mechanical, and almost nothing to do with the actual fundamentals of either company.

Bubble Pop or Just Exhaustion The tempting narrative is that this is the memory bubble popping. The pricing data does not agree. Counterpoint Research now sees DRAM prices climbing roughly 10% to 20% this quarter, above its earlier forecast. Micron’s guide for next quarter, $50 billion in revenue plus or minus $1 billion and non-GAAP EPS of $31, is not the guide of a company watching its end market collapse. NVIDIA’s $91 billion revenue guide and Jensen Huang’s line about “the largest infrastructure expansion in human history” are the demand pull on the other side of Samsung’s supply.

So what you have is a sentiment-and-flows selloff sitting on top of fundamentals that still look like a boom. Those two things can coexist for a while. They usually resolve when the whisper numbers reset lower, the SK Hynix deal clears, and the marginal buyer decides a memory stock at a reasonable multiple is once again interesting. Whether that takes days or quarters is the actual question worth arguing about. The 19-fold profit jump is not.

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

Contact [email protected] for any questions or corrections.

Apple is closing in on Nvidia as it looks to reclaim title of largest U.S. company

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HomeIndustriesComputers/ElectronicsTech StocksTech StocksOnce the face of the AI trade, Nvidia’s valuation has compressed to levels not seen since 2013 while Apple shares continue to power higherJuly 7, 2026, 4:36 p.m. ET

After reigning as the largest U.S. company by market cap for over a year, Nvidia now risks losing that title to Apple.

Apple AAPL is worth about $200 billion less than Nvidia, according to Dow Jones Market Data. The narrowing of the market-capitalization gap between those two companies reflects how Nvidia NVDA has lost some luster on Wall Street, all while Apple has proved relatively resilient despite concerns about its artificial-intelligence strategy and component cost pressures.

About the Author

Christine Ji is a reporter covering Big Tech.

Emily Bary is MarketWatch's managing editor for companies coverage. She is based in New York.

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Netflix has invested in getting YouTube shows like "Hot Ones: Extra Heat," which features celebrities like Will Ferrell. Netflix Netflix is leaning into snack-sized content as it seeks to claw viewing time from YouTube.

The streaming giant is bringing more short videos to its app as part of licensing deals with major publishers, including BuzzFeed Studios, Condé Nast, Hearst Magazines, Penske Media, and People Inc., Netflix said Tuesday. Starting in early August, subscribers can watch videos ranging from 3 to 20 minutes from brands like Bon Appétit, Cosmopolitan, The Hollywood Reporter, Variety, and Vogue. The videos center on topics like travel, cooking, and fashion.

Netflix has been investing in video podcasts and short-form vertical video to better compete with YouTube, which has been rapidly growing its share of TV viewership in recent years. YouTube had a 13.4% share of US TV viewing in April 2026, versus Netflix's 7.8%, per Nielsen.

Netflix's new licensing deals are "straight out of the YouTube handbook," said Brandon Katz, the insights director at entertainment research firm Greenlight Analytics.

"It's another attempt to court low-cost engagement with lean-back pop culture programming," Katz said. He added that "Netflix is trying to become a more habitual source of entertainment without having to pony up the premiums for hit-or-miss original programming."

Other Hollywood streamers have been leaning into short-form clips over the last year, in hopes of driving higher engagement and training users to open their apps throughout the day, rather than just at night.

"These partnerships help us deepen fandom and create more ways for members to carry those stories with them throughout their day," John Derderian, the VP of Animation Series and Kids & Family TV, said in a statement about the deal.

Short-form video isn't new for Netflix. The streaming leader first experimented with vertical clips in 2021 with a "Fast Laughs" feature that showed snippets from comedy shows. Netflix shuttered the feed a few years later, before adding short-form video again earlier this year. The streamer has also had videos of less than four minutes as part of its "WWE Legend Profiles" series.

Netflix has been looking to speed up the addition of YouTube content to its platform by offering publishers more relaxed licensing terms, according to two people who've had direct conversations with the streamer in recent months.

During its initial push to add podcasts in 2025, Netflix insisted that podcasters pull their video shows off YouTube. That would be a tough ask for some creators and publishers who've built big businesses on YouTube. (It did some early deals with creators like Ms. Rachel that didn't have that requirement.)

Now, Netflix is regularly talking about licensing shows and podcasts without requiring them to leave YouTube, the two people said.

"It's a real change," one person involved in the discussions said.

However, podcasters and other creators will still have to consider whether being available on Netflix will cannibalize their YouTube audience — and if the licensing fee Netflix pays will make up for it.

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James Faris You're currently following this author! Want to unfollow? Unsubscribe via the link in your email.

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Lucia Moses covers the media and entertainment business, with a focus on creators. She's broken stories about MrBeast's business ambitions, Google's movie initiative, and Netflix's push into podcasts.Her reporting has won the Los Angeles Press Club's National Entertainment Journalism Awards.She previously worked at Digiday and Adweek and graduated from Cornell University.Reach her at [email protected], X at @lmoses, LinkedIn, or via phone/text/Signal at (917) 209-8549.Popular articles

MrBeast tries to cut down on his massive spending without killing the magicTikToker Khaby Lame's $975 million deal is riding on a crashing stockActors speak out against AI-generated promos that put them in fake sex scenesRob McElhenney is betting on himselfDisney has a kid crisisWhy Hollywood should be terrified of YouTube, not NetflixAmazon Studios is growing fast and spending big on shows like 'Citadel,' but insiders say unclear creative direction, leadership shifts, and tech bureaucracy threaten to drive away staff and talent Media Netflix Hollywood More TV YouTube

SAN FRANCISCO--(BUSINESS WIRE)--Visa (NYSE: V) will report its fiscal third quarter 2026 financial results on Tuesday, July 28, 2026. After market close, Visa will furnish the results with the Securities and Exchange Commission and post them, along with accompanying financial information, on the Visa Investor Relations website. Visa will issue a news wire alert when the earnings materials are publicly available, including a link to those documents. Visa's executive management team will then hos.

Procter & Gamble and Progressive are among the stocks that could rise after reporting earnings, according to Citi strategist Scott Chronert.

Adobe Inc (NASDAQ:ADBE) was reinstated with an 'Underperform' rating and a $190 price objective by Bank of America, whose analysts wrote that generative artificial intelligence is lowering barriers to content creation and increasing competitive pressure on the company's core creative software business.

Bank of America’s price target implies downside from current levels of $225.

The analysts wrote that AI is narrowing Adobe's competitive moat by enabling lower-cost and AI-native alternatives to compete more effectively. While professionals requiring pixel-level control are expected to continue using Adobe's products, they believe AI is likely to displace portions of the broader market over time, putting pressure on pricing and seat expansion.

Bank of America wrote that Adobe's AI strategy is "largely defensive," supporting customer engagement and retention but unlikely to generate meaningful incremental annual recurring revenue (ARR) at scale.

The analysts also questioned whether Adobe can reaccelerate growth in the AI era. They wrote that while adoption of the company's AI products has been notable, AI-first ARR still represents less than 2% of total ARR, providing limited evidence that the offerings are materially boosting growth.

According to the firm, competitive risks are greatest among lower-end and prosumer customers, where AI-generated content may increasingly substitute for paid creative workflows. Professional and enterprise customers remain more resilient, the analysts wrote, though they are not immune to these trends.

Bank of America expects Adobe's revenue growth to slow from 10.5% in fiscal 2025 to 8.8% in fiscal 2027, writing that it sees no clear path to near-term growth reacceleration. The firm also noted that a shift toward freemium and consumption-based pricing models could introduce additional monetization risk.

While Adobe trades at roughly 8 times the firm's estimated calendar 2027 enterprise value to free cash flow, near the low end of its peer group, the analysts wrote that valuation alone is insufficient to drive outperformance. They expect margins and free cash flow generation to remain strong but see limited potential for multiple expansion without clearer evidence that AI investments can accelerate growth and improve monetization.

HomeIndustriesSoftwareThe Ratings GameThe Ratings GameAdobe has become a polarizing stock in the face of questions about its AI futureJuly 7, 2026, 3:28 p.m. ET

Adobe’s stock may be cheap, but that doesn’t necessarily make it an attractive buy for bargain hunters, according to Bank of America.

The design-software company has struggled to convince investors that its pricing model and artificial-intelligence offerings are enough to compete with cheaper upstarts, and Bank of America’s Tal Liani isn’t optimistic that sentiment will change.

Newmont Corporation, the world's largest gold miner, trades at 9.6x forward earnings after an approximate 30% stock decline amid gold's Q2 sell-off. NEM delivered Q1 revenue up 46% to $7.31 billion, beat earnings estimates, generated a record $3.1 billion in free cash flow, and completed a $6 billion buyback with another $6 billion authorized. Management reaffirmed FY2026 guidance: 5.3 million oz gold, 9 million oz silver, 30,000 tonnes copper; analysts project 47% profit growth and 25% revenue growth for FY2026.

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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.

, /PRNewswire/ -- Kimberly-Clark (NASDAQ: KMB) will issue its second quarter 2026 results on Tuesday, August 4.  A press release and supplemental materials will be issued at approximately 6:30 a.m. EDT.

Kimberly-Clark management will then host a live Q&A session with analysts beginning at 8:00 a.m. EDT.

The earnings release, supplemental materials, and Kimberly-Clark's Q&A session can be accessed at Kimberly-Clark - Investor Relations. A replay of the webcast will be available following the event through the same website.

About Kimberly-Clark

Kimberly-Clark (NASDAQ: KMB) and its trusted brands are an indispensable part of life for people in more than 175 countries and territories. Our portfolio of brands, including Huggies, Kleenex, Scott, Kotex, Cottonelle, Poise, Depend, Pull-Ups, Goodnites, Intimus, Plenitud, Sweety, Softex, Viva and WypAll, hold No. 1 or No. 2 share positions in approximately 70 countries. Our company's purpose is to deliver Better Care for a Better World. We are committed to using sustainable practices designed to support a healthy planet, build strong communities, and enable our business to thrive for decades to come. To keep up with the latest news and learn more about the company's more than 150-year history of innovation, visit the Kimberly-Clark website.

[KMB-F]

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SOURCE Kimberly-Clark Corporation

, /PRNewswire/ -- The Law Offices of Howard G. Smith announces that investors with substantial losses have opportunity to lead the securities fraud class action lawsuit against First Solar, Inc. ("First Solar" or the "Company") (NASDAQ: FSLR).

IF YOU ARE AN INVESTOR WHO SUFFERED A LOSS IN FIRST SOLAR, INC. (FSLR), CONTACT THE LAW OFFICES OF HOWARD G. SMITH BEFORE AUGUST 24, 2026 (LEAD PLAINTIFF DEADLINE) TO PARTICIPATE IN THE ONGOING SECURITIES FRAUD LAWSUIT.

Contact the Law Offices of Howard G. Smith to discuss your legal rights by email at [email protected], by telephone at (215) 638-4847 or visit our website at www.howardsmithlaw.com.

What Is The Lawsuit About?
The complaint filed alleges that, between February 26, 2025 and February 24, 2026, Defendants failed to disclose to investors that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on the Company's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, Defendants' positive statements about the Company's business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

Contact Us To Participate or Learn More:
If you wish to learn more about this class action, or if you have any questions concerning this announcement or your rights or interests with respect to the pending class action lawsuit, please contact:
Howard G. Smith, Esq.,
Law Offices of Howard G. Smith,
3070 Bristol Pike, Suite 112,
Bensalem, Pennsylvania 19020,
Call us at: (215) 638-4847
Email us at: [email protected],
Visit our website at: www.howardsmithlaw.com.

To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.

This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.

Contact Us:
Law Offices of Howard G. Smith
Howard G. Smith, Esquire
215-638-4847
[email protected]
www.howardsmithlaw.com

SOURCE Law Offices of Howard G. Smith

NEW YORK, July 07, 2026 (GLOBE NEWSWIRE) -- Pomerantz LLP announces that a class action lawsuit has been filed against First Solar, Inc. (“First Solar” or the “Company”) (NASDAQ: FSLR) and certain officers. The class action, filed in the United States District Court for the Eastern District of New York, and docketed under 26-cv-03787, is on behalf of a class consisting of all persons and entities other than Defendants that purchased or otherwise acquired First Solar securities between February 26, 2025 and February 24, 2026, both dates inclusive (the “Class Period”), seeking to recover damages caused by Defendants’ violations of the federal securities laws and to pursue remedies under Sections 10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder, against the Company and certain of its top officials.

If you are an investor who purchased or otherwise acquired First Solar securities during the Class Period, you have until August 24, 2026, to ask the Court to appoint you as Lead Plaintiff for the class. A copy of the Complaint can be obtained at www.pomerantzlaw.com. To discuss this action, contact Danielle Peyton at [email protected] or 646-581-9980 (or 888.4-POMLAW), toll-free, Ext. 7980. Those who inquire by e-mail are encouraged to include their mailing address, telephone number, and the number of shares purchased.

[Click here for information about joining the class action]

First Solar is a solar technology company that provides photovoltaic (“PV”) solar energy solutions. First Solar manufactures and sells PV solar modules that convert sunlight into electricity. As relevant here, First Solar’s product offerings include its Series 6 Plus PV module, manufactured at facilities in locations including Malaysia and Vietnam.

At the outset of the Class Period, Defendants announced that First Solar would reduce production output of Series 6 modules at facilities in Malaysia and Vietnam in 2025, to account for circumstances including, inter alia, an “uncertain U.S. policy environment following the 2024 U.S. elections,” and “a supply and demand imbalance for Southeast Asian product”. Notwithstanding these circumstances, First Solar reassured investors that its primary market, the United States, enjoyed stable module prices.

Then, on April 2, 2025, United States (“U.S.”) President Donald J. Trump announced a series of “reciprocal” tariffs on U.S. imports from all countries, including rates of 24% and 46% on Malaysia and Vietnam, respectively, presenting a challenge to First Solar. These tariffs were subsequently reduced to 10%. Throughout the Class Period, Defendants continued to assure investors that the dynamic policy landscape presented a “long term favorable” for First Solar and actually “strengthened [its] relative position in the solar manufacturing industry”.

The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company’s business, operations, and compliance policies. Specifically, Defendants made false and/or misleading statements and/or failed to disclose that: (i) Defendants had overstated First Solar’s capacity to manage the impact of U.S. tariff policy on the Company’s business; (ii) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar’s projected performance in the 2026 fiscal year; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.

The truth began to emerge on January 7, 2026, when Jefferies downgraded First Solar to Hold from Buy, noting that during 2025, the Company had lowered guidance, faced significant de-bookings and experienced margin compression through 2025. Jefferies also flagged that “[international] facilities remain a pain point while tariffs exist” and “underutilization at [international] facilities remains a concern.” The Jefferies analyst also predicted that First Solar’s deployment opportunities were likely to be more limited in 2026.

On this news, First Solar’s stock price fell $27.67 per share, or 10.29%, to close at $241.11 per share on January 7, 2026.

Then, on February 24, 2026, First Solar issued a press release “announc[ing] financial results for the fourth quarter and year ended December 31, 2025.” Among other items, First Solar announced earnings that missed expectations by a wide margin and issued lower-than-expected FY 2026 revenue guidance, citing customer headwinds such as permitting delays under the Trump administration. Following First Solar’s announcement, Baird Research downgraded its stock to Neutral from Outperform, citing “several question marks in forward outlook”.

On this news, First Solar’s stock price fell $33.09 per share, or 13.61%, to close at $210.12 per share on February 25, 2026.

Pomerantz LLP, with offices in New York, Chicago, Los Angeles, London, Paris, and Tel Aviv, is acknowledged as one of the premier firms in the areas of corporate, securities, and antitrust class litigation. Founded by the late Abraham L. Pomerantz, known as the dean of the class action bar, Pomerantz pioneered the field of securities class actions. Today, more than 85 years later, Pomerantz continues in the tradition he established, fighting for the rights of the victims of securities fraud, breaches of fiduciary duty, and corporate misconduct. The Firm has recovered billions of dollars in damages awards on behalf of class members. See www.pomlaw.com. 

Attorney advertising.  Prior results do not guarantee similar outcomes.

CONTACT:
Danielle Peyton
Pomerantz LLP
[email protected]
646-581-9980 ext. 7980

DENVER--(BUSINESS WIRE)--SSR Mining Inc. (Nasdaq/TSX: SSRM) ("SSR Mining" or the “Company") will release its second quarter 2026 financial results after markets close on August 4, 2026. A conference call to discuss the results will be held at 5:00 pm EDT on the same day. Investors, media and the public are invited to listen to the conference call. • News release containing second quarter consolidated financial results:   Tuesday, August 4, 2026, after markets close       • Conference call and w.

, /PRNewswire/ -- Albemarle Corporation (NYSE: ALB), a global leader in providing essential elements for mobility, energy, connectivity and health, announced today that it will release its second quarter 2026 earnings after the NYSE closes on Wednesday, August 5, 2026.

The company will hold a conference call to discuss its second quarter 2026 results on Thursday, August 6, at 8 a.m. EDT. Access to the call is available via webcast or direct dial. A link to the webcast can be found through Albemarle Corporation's website at http://investors.albemarle.com. Direct dial numbers are provided below:

Participant Dial-in Numbers:
U.S. & Canada Toll-Free: 1 (800) 590-8290
International: 1-240-690-8800
Conference ID: ALBQ2

Webcast Details:
Event Title: Albemarle Q2 2026 Earnings Call
Event Date: August 6, 2026
Start Time: 8 a.m. EDT

Attendee URL:
https://albemarle-q2-2026-earnings-call.open-exchange.net/

Replay Information:
A webcast replay will be available following the conclusion of the event through the News and Events page on Albemarle's website, http://investors.albemarle.com.

About Albemarle
Albemarle Corporation (NYSE: ALB) is a world leader in transforming essential resources into critical ingredients for mobility, energy, connectivity and health. We partner to pioneer new ways to move, power, connect and protect with people and planet in mind. A reliable and high-quality global supply of lithium and bromine allows us to deliver advanced solutions for our customers. Learn more about how the people of Albemarle are enabling a more resilient world at Albemarle.com.

Albemarle regularly posts information to Albemarle.com, including notification of events, news, financial performance, investor presentations and webcasts, non-GAAP reconciliations, U.S. Securities and Exchange Commission filings and other information regarding the company, its businesses and the markets it serves.

Investor Relations Contact: +1 (980) 308-6194, [email protected]
Media Contact: Ryan Dean, +1 (980) 308-6310, [email protected]

SOURCE Albemarle Corporation

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The chip trade is having one of those days where every bull’s favorite narrative and every bear’s favorite chart are both correct at the same time. On Tuesday’s CNBC Morning Call Sheet segment, Steve Grasso, Warren Pies, and Doug Boneparth all zeroed in on the same signal. Samsung posted blowout earnings yet its stock fell 7%, dragging the whole semiconductor sector lower.

Samsung is not US-listed and neither is SK Hynix, but the read-through hit everything from NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) to Micron Technology (NASDAQ:MU). Micron fell 6.32% intraday. Advanced Micro Devices (NASDAQ:AMD) fell 6.12%. Even Qualcomm (NASDAQ:QCOM), which barely participates in the AI training cycle, slid 2.13%.

Why Great Earnings Still Sank the Stock The panel’s argument is that the selloff was about margins and valuation exhaustion, not revenue weakness. Consider what “peak margins” actually looks like on the tape. Micron just reported GAAP gross margin of 84.6%, up from 37.7% the year prior, on revenue that grew 345.72% year over year. Management guided next quarter to $50 billion in revenue and roughly 86% gross margin. These are numbers you dream about at the top of a cycle, and that is exactly the problem. When a memory maker is earning 80-plus cents on every dollar of revenue, the market’s next question is always the same. Where does margin go from here? Not higher, usually. Grasso’s framing on the panel captures it. This is a commodity-style cycle, and you buy commodity semis at the trough or mid-cycle, not at 80% margins near the peak.

Valuation exhaustion is the technical name for that instinct. A stock can beat earnings, raise guidance, and still fall because the beat was already priced in. Reddit sentiment on Micron caught the tension in real time, with the dominant thread reading “I’m more confused by yesterday’s sell-off than the earnings.”

The Cycle Argument and the Summer Danger Zone Warren Pies added the macro overlay. South Korean chip costs are up around 90 to 100% this year, mostly Samsung and SK Hynix, and trees don’t grow to the sky. Parabolic moves invite sharp pullbacks even when the earnings back them up. His seasonal tell is worth writing down. The momentum factor has been down each of the last five Julys, so July into August will likely be nasty as the market level-sets the big semi trade.

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The prediction markets already agree. Polymarket puts the odds of NVIDIA closing above $200 on July 7 at just 2.2%, and the composite sentiment index on the stock has fallen 12.13 points over seven days. Micron is now trading well below its 50-day moving average of $852.09, with the stock down 20% over the past five days alone. The AI infrastructure buildout that Jensen Huang described in Nvidia’s Q1 filing as “the largest infrastructure expansion in human history” is still real. The long-term thesis staying intact and the near-term trade being dangerous are not contradictory positions. They coexist all the time.

How Not to Get Caught Doug Boneparth’s advice was the practical one. Be very careful taking new positions at these prices; for those not yet in, dollar-cost average rather than chase, because FOMO bites hardest right before vicious short-term drawdowns. If you already own the AI winners, the question is whether you trim into strength. If you don’t own them, chasing a stock that has run 300.3% in the past year, as AMD has, means paying today’s price for tomorrow’s guidance. AMD’s trailing P/E sits at 207x, and its bearish Reddit signal peaked on July 1 with a post titled “+$75k on AMD puts.”

Averaging in across weeks or months protects against the exact scenario the panel described. You may miss the last leg of the melt-up, but you won’t buy the peak of a parabolic move on a Monday and wake up down 15% by Friday. Watch what NVIDIA does next. Data Center Networking grew 199% year over year last quarter. If July gets nasty and that number holds in August, the level-set becomes the buying opportunity.

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.

GRAPEVINE, Texas--(BUSINESS WIRE)--GameStop Corp. (NYSE: GME) ("GameStop" or the "Company") today announced that its stockholders approved all proposals presented at the Company's 2026 Annual Meeting of Stockholders, including an amendment to the Company's certificate of incorporation increasing the number of authorized shares of Class A common stock. The amendment received the affirmative vote of 68.7% of votes cast, and provides the Company with the capacity to issue common stock in connectio.

New York, New York and New Orleans, Louisiana--(Newsfile Corp. - July 7, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 10, 2026 to file lead plaintiff applications in a securities class action lawsuit against Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) ("Zillow" or the "Company"), if they purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the "Class Period"). This action is pending in the United States District Court for the Western District of Washington.

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What You May Do

If you purchased shares of Zillow as described above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-zg-z/?prs=nf to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by August 10, 2026.

CLICK HERE for more information

About the Lawsuit

Zillow and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.

The alleged false and misleading statements and omissions include, but are not limited to, that: (i) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (ii) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (iii) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (iv) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

The case is Breidert v. Zillow Group, Inc., et al., 26-cv-02016.

To Learn More, Click HERE

About Kahn Swick & Foti, LLC

KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors, in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.

TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services

To learn more about KSF, you may visit www.ksfcounsel.com.

For More Information about the case, Click HERE

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I keep buying MercadoLibre (NASDAQ:MELI | MELI Price Prediction) every time the market throws a tantrum about it, and the last two months have handed me plenty of chances. The stock is down 5.7% since the Q1 print on May 7, 2026, down 28.67% over the past year, and short-term holders keep hitting the sell button because provisions for doubtful accounts jumped to $1.244 billion from $603 million a year earlier. That reaction is exactly why I keep adding.

Here is the story the market is missing. Revenue in Q1 2026 grew 49.03% year over year to $8.85 billion, beating consensus by $522 million. CFO Martín de los Santos called it “our strongest growth rate since Q2 2022”. Brazil accelerated to 55% revenue growth with items sold up 56%, Mexico ran at 62%, and unique buyer growth in Brazil hit its fastest pace in five years. This is a company adding customers faster while its unit shipping costs in Brazil fall 17% year over year in local currency.

The fintech side is the second engine, and it is why I treat this as an ecosystem bet rather than a retail stock. Fintech revenue grew 51%, the credit card portfolio grew 104% year over year to $6.6 billion, Mercado Pago now has 83 million monthly active users, and assets under management climbed 77% to nearly $20 billion. Operating cash flow more than doubled to $2.075 billion in the quarter alone. S&P upgraded MELI to investment grade (BBB-) in July 2025, giving a fintech book that size a cheaper cost of capital just as it scales.

The runway is why I refuse to trade around this. The average Latin American makes 7 online purchases per year versus 41 in the US, 85% of Mexican small purchases still use cash, and credit to individuals as a share of GDP in Argentina sits at one-fifth of Brazil’s level. This is a decade-plus penetration story wearing a quarterly earnings costume.

Now the risk I take seriously. Operating margin compressed 600 basis points to 6.9%, adjusted free cash flow flipped to negative $56 million, and net debt climbed to $5.748 billion. Management extended average loan durations from 5 months to 8 months, which drove those provisions higher and prompted a securities fraud investigation by Kirby McInerney LLP. If credit losses in Brazil run hotter than modeled, this thesis takes real damage. What keeps me holding is that de los Santos was explicit: “margins are a consequence of our investment posture, and we can dial the investment intensity up or down”. The margin is a choice, and the growth is the result.

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The market seems to be catching on late. Analyst consensus target sits at $2,208.62 against a current price of $1,763.36, with 20 buy ratings, 4 holds, and zero sells. SVP Marcelo Melamud bought 124.64 shares at $1,604.62 on June 11, 2026, and Director Alejandro Aguzin purchased 600 shares in May 2026. Insiders are buying the same drawdown I am.

Forward P/E of 34 for a company compounding revenue near 50% inside a continent where e-commerce penetration is roughly half of US/UK/China is a price I will keep paying.

Every panic sale is somebody handing me shares of the operator building the payments, credit, and logistics rails of an entire continent, and I plan to keep taking them.

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

Contact [email protected] for any questions or corrections.

There are thousands of publicly traded companies for investors to choose from. But there's something special about companies that pay dividends to shareholders and keep raising them each year. They aren't necessarily flashy or explosive growth stocks, but steady dividend increases can add up to remarkable results over a couple of decades.

Companies become Dividend Kings once they've raised their dividends for 50 consecutive years. It's a prestigious club with only 57 members at the moment. No, the past doesn't guarantee what will happen in the future.

That said, investors can confidently buy and hold these outstanding Dividend Kings for the next 20 years. Want to turbo-charge your returns? Consider reinvesting dividends for further compounding.

Image source: Getty Images.

1. Johnson & Johnson Consecutive annual increases: 64 Johnson & Johnson (JNJ +3.12%) isn't the only healthcare stock on this list, but it's a great lead-off. It's an iconic name in the industry, with a decades-long track record of selling pharmaceuticals and medical devices worldwide. The company is basically recession-proof because the healthcare industry never sleeps, and there's a constant push for new and better medicine and treatments.

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The dividend only consumes 46% of Johnson & Johnson's 2026 earnings estimates, and the company's stout AAA-rated balance sheet provides additional peace of mind. Johnson & Johnson is poised to continue building on its reputation for steady growth; analysts see earnings growing at a high-single-digit pace as the company continues to acquire and launch new products over the coming years.

2. Coca-Cola Consecutive annual increases: 64 Beyond healthcare, consumer stocks are also a goldmine for dividend excellence. The Coca-Cola Company (KO +1.29%) is a global icon. Beyond its namesake soda, Coca-Cola sells over 2.2 billion servings of soda, juices, tea, water, coffee, and other beverages every day. Coca-Cola sells its products practically everywhere, and people are always thirsty. It's also famous as one of Warren Buffett's favorite stocks for its simple yet effective business model.

Importantly, Coca-Cola hasn't overextended itself over the years, which sets it up for a bright future. The dividend remains quite manageable at 65% of Coca-Cola's 2026 earnings estimates, and analysts call for high single-digit earnings growth going forward. This is a classic get-rich-slowly stock that investors shouldn't overlook.

3. Abbott Laboratories Consecutive annual increases: 54 As far as iconic healthcare names go, Abbott Laboratories (ABT +0.24%) is right up there with the best of them. The company has sold various healthcare products, devices, and medicines over the years. But perhaps its ability to evolve its product portfolio over time is what stands out most. Abbott has continued to grow and increase its dividend despite spinning off its pharmaceutical business, now known as AbbVie, over a decade ago.

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Today, Abbott Labs focuses on diagnostics, diabetes, and cardiovascular care, three lucrative market segments that should do well for the foreseeable future. Abbott can also easily afford its dividend, which accounts for just 46% of 2026 earnings estimates, and analysts expect the company to grow by roughly 10% annually. That gives the stock a healthy runway over the next couple of decades.

4. Procter & Gamble Consecutive annual increases: 70 Household goods are central to modern society, and Procter & Gamble (PG +2.30%) has long been a leading player in the space. You may not find a longer dividend growth streak, and it's easy to see why. Procter & Gamble sells a variety of staples worldwide, spanning laundry, feminine care, grooming, hair care, cleaning, oral care, personal health, and skin care. For the most part, people keep using and purchasing these products when they run out.

Despite constant pressure from cheaper generic brands, Procter & Gamble has been masterful at innovating and marketing its brands, which continues to drive its success. The dividend still has plenty of breathing room at 63% of 2026 earnings estimates. That all but ensures the dividend will continue to rise. The only downside? Analysts estimate that Procter & Gamble will only grow earnings at a low single-digit pace over the coming years.

5. Becton, Dickinson Consecutive annual increases: 54 Last up is yet another healthcare titan, Becton, Dickinson (BDX +0.49%). It develops and sells a wide range of products, devices, and equipment across medical essentials, connected care, biopharmaceuticals, and interventional care systems, making it one of the world's leading healthcare innovators. In all, the company spends over $1 billion annually on research and development, and holds over 33,000 active patents. That's a huge competitive moat.

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Analysts are currently down on Becton, Dickinson's growth outlook, calling for low-single-digit growth ahead. That said, companies do evolve to reignite growth. Plus, Becton, Dickinson only spends about a third of its estimated 2026 earnings on the dividend, so there's plenty of room to sustain and grow the dividend while management works to get growth going again.

Drug stocks got hit hard on Monday in what Jim Cramer called a “vicious rotation,” and the selloff looked like the usual crowded-trade unwind. Investors decided the Mounjaro story was played out. On Tuesday morning’s Mad Dash, Cramer walked through why he thinks that reading is wrong, and he had a fresh JPMorgan note flagging “potential upside from Mounjaro international” and U.S. obesity-market growth “much higher than people think” to lean on.

Eli Lilly (NYSE:LLY | LLY Price Prediction) closed Monday at $1,200.06 and was rallying 2.63% on Tuesday as Cramer defended it.

Why the Crowd Thinks It’s Over The played-out thesis has surface merit. Lilly is a $1.16 trillion market cap trading at 44x trailing earnings and 33x forward, the stock has run 59% in the past year, and realized prices on Mounjaro and Zepbound went down 13% last quarter as rebates and market-access deals bit into gross margin.

Reddit sentiment turned bearish from late June onward, with retail chatter dominated by presidential-stock-promotion drama and a “weight loss race” framing that has Novo Nordisk asking suppliers for discounts to try to regain share. So the story going into August is that the easy money has been made, generic GLP-1 competition is coming, and pricing goes only one way from here.

Cramer’s Three-Part Bull Case Cramer’s rebuttal is a runway argument in three parts. First, most of the world isn’t on these drugs yet. The numbers back it. Mounjaro did $8.66 billion in Q1 2026, up 125% year over year, with international revenue growing 81% as China added it to the National Reimbursed Drug List. When you pair a doubling in volume with fresh reimbursement in the world’s second-largest economy, you get a curve that looks nothing like a mature product.

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Second, the pill. Cramer called an oral formulation “radical.” The FDA already approved Foundayo (orforglipron), the only GLP-1 pill that can be taken any time of day without food or water restrictions, and it beat oral semaglutide head to head in The Lancet. Every needle-averse patient, every emerging-market pharmacy without cold-chain distribution, every employer benefits manager choking on injectable pricing suddenly becomes addressable. The GLP-1 total addressable market expands the moment the pill hits shelves.

Third, muscle-sparing. Cramer called losing fat without losing muscle the “holy grail” of the category, and he is right that it is the differentiator that matters for the second wave. Retatrutide, Lilly’s next-gen triple agonist, delivered weight loss up to 71.2 lbs with osteoarthritis pain relief in prior trials. If you are the doctor writing scripts three years from now, you write the one that keeps the patient strong.

The August Earnings Catalyst and the Setup Risk Lilly reports again in the first week of August. The setup is straightforward. Management already raised 2026 guidance to $82.0 to $85.0 billion in revenue and $35.50 to $37.00 in non-GAAP EPS, and the company has beaten estimates four straight quarters, including a 25.88% EPS beat last quarter (see the Q1 2026 8-K). Cramer’s read of the JPMorgan note is that it is the first analyst signal of a positive surprise coming.

The risk is exactly what makes the bull case attractive. A stock trading at a full multiple, up double digits into the earnings report, needs the international ramp and the Foundayo launch numbers to actually land. If oral scripts start slower than the Street models, or if Novo’s rebate war compresses net pricing again, the reaction is asymmetric to the downside. Cramer is likely right that “played out” is the wrong frame for a company still adding countries, formulations, and mechanisms. Whether he is right about the next four weeks is a separate question, and the answer arrives in early August.

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.

When an ecosystem controls its own processing architecture, it dictates its financial destiny. The industry-wide pivot toward custom silicon has transformed semiconductor manufacturing from a cyclical necessity into the ultimate defensive macroeconomic moat. Securing bandwidth for proprietary design and fabrication is now a foundational requirement for any technology enterprise operating at hyperscale. Investors are seeing a structural shift where off-the-shelf components no longer cut it for top-tier players.

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Pouring the Concrete: Inside the 2031 Contract ExtensionThe recent Form 8-K filing detailing a strategic contract extension between Apple Inc. NASDAQ: AAPL and Broadcom Inc. NASDAQ: AVGO illustrates this fundamental shift. The two tech sector giants formalized a commitment extending their application-specific integrated circuit and wireless component partnership through 2031.

Wall Street recognized the gravity of this 10-year lock-in immediately. The news sent Broadcom shares gapping up roughly 6% in intra-day trading, establishing a critical technical support level following a late-June semiconductor sector sell-off. This extension serves as a structural hedge against severe macroeconomic supply-chain inflation. By securing exclusive capacity, Apple insulates its core operating margins while guaranteeing a durable revenue floor for Broadcom over the next decade.

Engineering Efficiency: Why Proprietary Silicon WinsTo understand the strategic necessity of this 2031 agreement, investors should look at the specific hardware pipelines involved. Early market consensus anticipated Apple vertically integrating all of its connectivity hardware, but the sheer architectural complexity and heavy capital requirements of custom artificial intelligence (AI) silicon forced a pragmatic strategic realignment. Beyond the baseline radio frequency and Wi-Fi components that power mobile hardware, the new agreement heavily encompasses data center infrastructure.

Broadcom technology is now directly integrated into Apple's internal AI server chips, codenamed Baltra. Targeted for mass production in 2026, utilizing the advanced 3nm process node, Baltra forms the backbone of Apple's Private Cloud Compute infrastructure. Standard enterprise graphics processing units require significant power and are designed to handle a wide range of general computing tasks. While powerful, they are inherently inefficient for highly specific, repetitive ecosystem workloads. An application-specific integrated circuit is custom-engineered from the ground up to perform a single, specific function with peak efficiency.

By shifting its cloud infrastructure to Baltra, Apple radically reduces energy consumption per compute cycle and lowers its total cost of ownership. Broadcom provides the critical intellectual property and interconnect technology to enable these bespoke chips to function seamlessly across vast server farms. Deploying proprietary server silicon allows Apple to avoid a systemic reliance on general-purpose chips that command high premiums.

Broadcom is actively expanding its custom architecture footprint alongside other hyperscalers, a strategy validated by the recent joint unveiling of the Jalapeño inference processor. Supplying bespoke infrastructure yields software-like economics, shielding Broadcom from the margin compression typically associated with commoditized semiconductor components.

Reinforcing the Walls: Hedging Against Supply Chain InflationOverall MarketRank™94th Percentile

Analyst RatingModerate Buy

Upside/Downside0.9% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment0.84 Insider TradingSelling Shares

Proj. Earnings Growth9.50%

See Full Analysis

Macroeconomic headwinds mandate aggressive supply chain management. Global memory chip prices spiked by 98% in early 2026, driven by insatiable demand for data center deployments. Resource scarcity across the semiconductor supply chain creates immense pressure on original equipment manufacturers.

Apple recently instituted targeted price increases across secondary hardware lines, including Macs, iPads, and HomePods, to absorb the surging costs of global memory. Defending a 27.15% net margin against a hyper-inflationary backdrop requires eliminating volatility wherever possible.

Securing a dedicated fabrication pipeline through 2031 neutralizes immediate supply chain threats. By contractually binding Broadcom to fulfill specific volume and pricing requirements for crucial connectivity and compute components, Apple protects its core product lines from the cost volatility currently plaguing the broader memory markets. The capital allocation strategy here is clear. Spend strategically today to protect the earnings before interest, taxes, depreciation, and amortization margins of tomorrow.

Mortgaging the Fortress: Why Predictable Cash Flows RuleInstitutional capital inherently favors predictability, and the Apple partnership currently accounts for approximately 20% of Broadcom's total annual top line. Derisking one-fifth of a company's revenue stream for the next 10 years fundamentally shifts its institutional profile from a cyclical momentum play to a long-duration, high-visibility cash flow asset.

Overall MarketRank™100th Percentile

Analyst RatingModerate Buy

Upside/Downside33.5% Upside

Short Interest LevelHealthy

Dividend StrengthStrong

News Sentiment1.20 Insider TradingSelling Shares

Proj. Earnings Growth72.17%

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Broadcom currently trades near $371, with a ~$1.75 trillion market capitalization, and carries an elevated trailing price-to-earnings ratio of ~61.5. However, the forward multiple compresses substantially to ~35.5. This multiple reflects projected earnings growth of ~72% alongside robust net margins of 39%. In the most recent quarter, Broadcom delivered an impressive ~48% year-over-year revenue growth rate.

Operating with a guaranteed revenue floor from a $4.60 trillion client affords Broadcom the financial flexibility to fund aggressive research and development in secondary custom silicon markets. The predictable cash flows generated by this duopoly explain why institutional asset managers maintain heavy, concentrated allocations across both equities. The convergence of forward multiples near 35x for both companies indicates that the market is accurately pricing their interdependent supply architecture.

Both entities are aggressively managing their equity floats during this infrastructure supercycle. Apple continues to execute against a $100 billion share repurchase authorization initiated in May 2025, while Broadcom operates a $10 billion buyback program.

These heavy capital return initiatives effectively absorb available float and offset routine executive liquidity events, anchoring the valuation and conceptually reducing future equity volatility. Insider transaction data registers ongoing, routine share distributions. Such liquidity events remain standard for compensated executives and have not triggered institutional offloading.

Short interest registers at healthy, minimal levels across both equities, indicating that speculative pressure against the long-term custom hardware cycle remains effectively non-existent. Broadcom currently carries a beta of 1.45, but the long-term visibility provided by the 2031 extension logically suppresses the forward risk profile.

Finishing the Roof: Capitalizing on the AI Infrastructure BoomThe transition toward custom application-specific integrated circuits requires hardware manufacturers to secure bandwidth for proprietary designs. Leaving component availability up to the spot market introduces unacceptable operational risk.

The strategic extension between Apple and Broadcom proves that locking down custom silicon supply lines is the definitive vector for defensive capital allocation. Investors evaluating the semiconductor sector may want to add Broadcom and Apple to their watchlists as the rollout of custom hardware accelerates. Those monitoring the upcoming earnings cycle should watch for management commentary regarding deployment timelines and subsequent margin stabilization metrics.

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