Nvidia (NVDA -1.01%) has been one of the biggest winners of the artificial intelligence (AI) boom. The tech giant entered the market early and became the AI chip leader, and then it went on to build an AI empire, selling a broad portfolio of related products and services.
All of this has helped the company's earnings reach record levels -- more than $215 billion in revenue and $120 billion in profit in the latest full year. And the stock has also climbed, surging in the triple-digits over five years. Though Nvidia shares have lost some momentum this year, the company is well-positioned to deliver growth to investors over time. It's important to remember that the AI market is expected to surpass $3 trillion early next decade.
So, with a potential catalyst for stock performance on Aug. 26, you may be wondering if you should buy shares before that date. Let's consider what history has to say.
Image source: Getty Images.
Nvidia in the AI market Before diving in, let's take a closer look at Nvidia's path in the AI market so far. This tech giant has been in business for more than 30 years, but in its earlier days, it generated most of its revenue from selling its graphics processing units (GPUs) in the video gaming market. The company, recognizing the power of these chips, then designed a parallel computing platform that allowed for broader use. And when Nvidia chief Jensen Huang saw the AI opportunity, he decided to go all in and design GPUs specifically to suit that purpose.
This proved to be a game-changing decision for the company, as we can see through the revenue growth and stock performance in recent years.
NVDA data by YCharts
Why has Nvidia lost momentum this year? For a few reasons. Investors have worried about the levels of tech spending on AI infrastructure and whether the revenue opportunities will be as big as expected. General concerns about rising prices in the U.S. and turmoil in Iran also have prompted investors to become more cautious -- and rotate out of growth stocks, which are sensitive to economic shifts.
Meanwhile, investors who have chosen to stick with AI stocks in many cases have turned to players that hadn't climbed as much as Nvidia in the earliest stages of the AI boom. For example, memory and storage players such as Micron Technology and Western Digital saw their stock prices advance about 150% from the start of 2023 through the first half of last year, while Nvidia delivered a gain of more than 900%. This year, those two AI stocks have each jumped more than 200%, while Nvidia has delivered an increase of 11%.
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Commitment to innovation But, as I mentioned above, the AI growth story remains solid, and Nvidia's commitment to innovation should keep earnings marching higher. And speaking of earnings, let's now talk about the event on Aug. 26. This is Nvidia's fiscal 2027 second-quarter earnings report.
Should you buy the stock ahead of that event? History shows us the following about Nvidia's stock performance in the five trading days after its earnings reports. After the past 13 quarterly reports, the stock has fallen eight times during the five days that follow. Two of the declines were in the double-digits, and the others were in the single-digits.
So, history tells us that if you buy Nvidia stock ahead of its Aug. 26 report, you may not benefit from a post-earnings gain. Of course, it's important to remember that history isn't always right, but it offers us a general idea of what has commonly happened over time.
Does this mean you should avoid Nvidia stock? Not necessarily. Nvidia remains an excellent buy due to its well-established leadership in AI chips, its expansion across other products and services, and its long-term prospects in the AI market. And right now, trading at 23x forward earnings estimates, it's particularly cheap. This means that you shouldn't rush into Nvidia stock with the expectation of a quick gain after Aug. 26. Instead, it's a better idea to pick up the shares with the idea of focusing on long-term performance -- and there, you might score a major win.
Top neocloud companies, including those backed by Nvidia, have fallen sharply over the past few days as concerns about the industry's outlook have intensified and investors await the upcoming earnings reports from major technology companies.
Nebius stock has dropped by 37.3% from its highest point this year. It recently revealed that Nvidia owns a 9.3% stake in the company. CoreWeave, which Nvidia has a $3.4 billion stake in, has fallen by over 61% from its post IPO peak of $186. IREN stock has fallen by 47% from its peak this year.
The ongoing sell-off has coincided with those of other neocloud companies, especially those pivoting from Bitcoin mining operations. Riot Platforms, MARA Holding, Cipher Mining, and HIVE Digital are all down sharply from their peak.
Another notable thing is that, despite their revenue growth potential, their short interest has jumped. CoreWeave has a short interest of 27%, while Nebius and IREN have 28% and 22%, respectively. The situation is even dire among companies like RIOT and MARA that have a short interest of over 30%.
There are several reasons why these stocks have dived despite receiving large deals. Nebius Group has received large orders from companies like Meta Platforms and Microsoft, while CoreWeave has a revenue backlog of over $100 billion. IREN received a $9.7 billion order last year and another one by Perplexity this month.
One reason is that the cost of doing business has surged as prices of key items like servers, memory, and chips has jumped. As a result, there is a risk that their capital expenditure plans will be higher than expected.
This, in turn, will likely push them to raise cash, either through debt and equity. CoreWeave’s total debt has jumped to over $25 billion, while Nebius and IREN have $8.5 billion and $4 billion, respectively.
Data shows that CoreWeave’s 2032 bond yield has jumped to 10.32% and has a B credit rating from S&P Global. This means that it is in a junk category, a sign that investors see it as being risky.
The companies are also facing the competition risk. SpaceX has already entered the industry and scooped large deals from companies like Google, Reflection AI, and Anthropic.
Meta Platforms, a top client for these neocloud companies, is aiming to start selling its spare capacity. At the same time, most companies in the Bitcoin mining industry have all pivoted to the AI data center industry.
Neocloud companies are facing substantial risks, including the potential for dilution. Nonetheless, some of them are also seeing strong revenue growth.
For example, analysts expect that IREN’s revenue will jump by 41% this year to $723 million, followed by $3 billion next year. CoreWeave’s revenue will grow by 146% this year and 100% next year, reaching $25 billion.
Nebius, on the other hand, is expected to grow 540% this year and 237% next year. Its revenue will be $3.39 billion this year and $11.45 billion next year. This growth trajectory, together with the rising demand for compute will likely offset the balance sheet fears.
Analysts are largely optimistic about CoreWeave’s stock. The average estimate is that it will jump to $136 from the current $76. Nebius is expected to hit $222, while IREN is expected to hit $82, much higher than the current $37.
As capital markets navigate mid-summer volatility, Cathie Wood’s ARK Invest has been quietly repositioning its flagship portfolios.
The growth-focused asset manager made headlines throughout July 2026 by taking profits and trimming exposure to several market darlings.
Rather than abandoning technology, Wood’s systematic divestments reflect a tactical pivot away from mature tech valuations toward high-conviction, early-stage opportunities across her active exchange-traded funds (ETFs).
Here are three popular names she has unloaded this month.
Semiconductor powerhouse Advanced Micro Devices emerged as ARK Invest’s largest overall reduction during mid-July 2026.
During the week ended July 17, ARK offloaded roughly $39.2 million worth of AMD shares across its fund lineup, including a single-day selloff of 23,573 shares ($11.8 million) on July 17 alone.
Wood continued trimming the position on July 20, selling an additional 8,129 shares valued at over $4 million.
While AMD stock remains a critical beneficiary of the artificial intelligence hardware buildout, Wood’s aggressive profit-taking highlights a deliberate shift away from legacy chipmakers following their multi-quarter run.
Retail brokerage favorite Robinhood Markets also faced steady selling pressure from ARK Invest as July progressed.
The trading app operator, which has benefited immensely from surging retail crypto and options activity, was trimmed across ARK’s Fintech Innovation ETF (ARKF) and Next Generation Internet ETF (ARKW).
On July 20, ARK sold 41,322 shares of HOOD valued at roughly $4.13 million.
The ongoing reduction marks a calculated retreat from consumer-facing brokerages, allowing Wood to capture gains following Robinhood’s stock appreciation while maintaining strict concentration limits across her fintech holdings.
E-commerce platform Shopify experienced one of the single largest sell orders across Wood’s fund suite this month.
On July 20, ARK Invest sold 203,352 shares of Shopify across its flagship ARK Innovation ETF (ARKK), ARKW, and ARKF, amounting to an eye-popping $25.1 million in a single trading session.
Although Shopify remains an innovation titan in digital retail software, Wood routinely scales back position sizes after extended share price expansions.
The massive mid-July trade underscores a disciplined rebalancing routine, unlocking liquid capital from a mature core holding.
The unified thesis behind Cathie Wood’s decision to trim AMD, Robinhood, and Shopify centers on valuation discipline and strategic capital reallocation.
Following substantial price run-ups, these mega-cap and mid-cap tech favorites reached elevated valuation multiples, triggering ARK’s automated portfolio rebalancing thresholds.
Instead of sitting in cash, Wood is funneling these proceeds into assets she believes offer asymmetric upside – most notably expanding allocations in billionaire Elon Musk’s aerospace and AI titan SpaceX, clean baseload developer X-Energy, and mega-cap giant Meta Platforms.
Note that Wood expects SpaceX to eventually become the most important company in the whole wide world.
It could have a more muted effect on the U.S. stock market than the headline would indicate. The tariffs were widely expected and for several countries the existing tariff possibilities will remain largely unchanged. The European Union also reported that the measures do not exceed the previously agreed tariff ceilings. This reduces the immediate trade shock risks.
But the impact will be more significant depending on the way businesses cope with the increased import prices. Companies with a high dependence on imported components may be under pressure for margins. Some companies may pass these costs to consumers. This would raise inflation risks and make it more problematic for the Federal Reserve to consider easy monetary policy.
Therefore, tariffs would likely affect the stock market primarily through their impact on inflation expectations and corporate earnings but not due to an immediate decline in trade. Investors will also be looking for retaliation from key trading partners. A more muted reaction would add less pressure to the market, but a bigger trade dispute would add more volatility and weaken risk appetite.
Oil Prices and Treasury Yields Pressure U.S. Stocks The biggest short term threat to Wall Street is the surging oil prices. Brent crude closed above $98 per barrel and WTI oil has broken the $90. The escalation in the Middle East conflict has led to concerns about the availability of energy worldwide. When oil prices increase, the transportation and production costs across the economy increase and may lead to higher rate of inflation.
The 10-year US Treasury yields have moved to the highest levels since early 2025. The higher yields increase the borrowing costs and reduce the relative appeal of expensive stocks. This pressure is especially high for firms that rely significantly on their future earnings growth.
The corporate earnings also did not offer much support. Alphabet Inc. (GOOGL) and Tesla Inc. (TSLA) dropped as investors paid attention to spending plans and negative free cash flows. The chart below shows that the free cash flows of Alphabet and Tesla have decreased by 15.79% and 27.57% over the past year.
S&P 500 Forecast: Oil and Yield Risks Pressure the Index S&P 500 Outlook Weakens as Technology Stocks Slide The S&P 500 dropped last week to mark a low at 7,376 and recovered to close the week at 7,412. This drop was due to the weakness across several sectors. Some of the biggest losses were seen in communication services and consumer discretionary stocks following steep drops by Alphabet and Tesla. This creates a more difficult environment for the index as these big technology and growth stocks play a major role in the index’s trend.
The S&P 500 also faces some pressure from the elevated oil prices and higher Treasury yields. New tariffs also could contribute to inflation if businesses charge consumers more for imported items. If oil and the yields start to correct, then sentiment could improve. But if inflationary pressures persist, then the S&P 500 could be vulnerable to further short term weakness.
S&P 500 Eyes 8,000 Above 7,620 The S&P 500 has been consolidating between 7,200 and 7,600 since June 2026. This consolidation has formed a triangle pattern above the long term support zone of the 7,000 level. This triangle pattern suggests that a break above 7,620 will open the door for strong rally towards 8,000.
The 8,000 level target is defined by the ascending broadening wedge pattern that has stretched from July 2025. As long as the index remains above 7,000, the possibility of an upward surge is likely. But a break below 7,000 will push the index towards the next support of 6,200.
Palantir Technologies (PLTR -0.30%) has been a cornerstone of the artificial intelligence (AI) trade for several years. Its stock price, despite dropping 30% year to date, has increased 1,800% since January 2023.
In a recent interview, Gil Luria, head of technology research at D.A. Davidson, told Schwab Network, "Palantir may be the best company in the world. It's at least the best software company." He also explained that, while the stock remains expensive, the valuation is more attractive today than it has been in the past.
Earlier this month, Luria raised his target price to $175 per share. That implies 42% upside from the current share price of $123. However, most Wall Street analysts expect even larger gains. Palantir has a median target price of $200 per share, implying 62% upside.
Image source: Getty Images.
Palantir's unique software architecture gives the company an edge Palantir develops analytics platforms that integrate data and apply artificial intelligence to help customers make better decisions. The company has differentiated itself with a unique software architecture. While most analytics tools focus on charts and tables, Palantir built its platforms around a decision-making framework called an ontology.
Think of the ontology as a digital twin. It connects data to real-world assets and processes, creating a single source of truth for an entire organization. By structuring information in a manner conducive to artificial intelligence, Palantir's ontology makes it easy for customers to surface insights and automate workflows.
Additionally, Palantir's Artificial Intelligence Platform (AIP) is an agnostic large language model orchestration tool, meaning customers can apply any AI model to the ontology data. That distinguishes Palantir from companies like Anthropic and OpenAI, whose products center on proprietary models rather than agnostic orchestration.
Luria says the market needs agnostic products, citing a recent U.S. government directive that forced Anthropic to temporarily suspend access to its Fable model. "So now companies know we need somebody like Palantir, where if something like that happens, they can swap in an OpenAI model or even an open-source model," he told Schwab Network.
Luria went on to say Palantir has always been a major player in the AI platforms market, but its role in that market is becoming even more important as the number of available models increases. "Most companies are in the very initial stages of trying everything to see what catches. But Palantir customers are using AI already to deliver results," he said.
Palantir has received praise from several independent research firms. Dresner Advisory Services has ranked the company as a leader in three market studies: artificial intelligence, data science, and machine learning; model operations; and agentic AI. Likewise, Forrester Research has recognized Palantir as a leader in AI decisioning platforms.
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Palantir's impressive growth trajectory makes its rich valuation tolerable Palantir reported impressive financial results in the first quarter. Revenue increased 85% to $1.6 billion, the 11th consecutive acceleration, and non-GAAP (generally accepted accounting principles) earnings increased 153% to $0.33 per diluted share. The company also raised full-year guidance, now anticipating 71% revenue growth in 2026, up from 56% in 2025.
"Our financial results now demonstrate a level of strength that dwarfs the performance of essentially every software company in history at this scale," CEO Alex Karp told analysts on the earning call. "We are in a category of our own."
Looking ahead, Wall Street expects Palantir's earnings to grow at 56% annually through 2027. In that context, Palantir's current valuation of 128 times earnings is not cheap, but it is tolerable, especially given that the company has topped the consensus earnings estimate by an average of 15% over the last six quarters.
Luria's assertion that Palantir might be the best company in the world is rather bold. I'm not sure I'd go that far. Regardless, patient investors should consider buying a small position in the stock today.
SummaryLockheed Martin delivered accelerating organic growth, a record backlog, and raised guidance, supporting my buy rating after an 8.7% stock outperformance.LMT's Q2 results featured 7% underlying sales growth, strong free cash flow recovery, and a $230 billion backlog, but margin expansion remains limited.Missiles & Fire Control is the core growth engine, with new multi-year contracts enhancing volume and profit retention, while execution risks persist in scaling production.I downgrade LMT from strong buy to buy as upside moderates; the price target is $643.33 in the base case, with share repurchases likely resuming post-Ultra Maritime acquisition.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Photofex-AT/iStock Editorial via Getty Images
Lockheed Martin (LMT) delivered a strong quarter and raised its guidance, supporting my strong buy rating issued in June (Note: My prior report erroneously identified Lockheed Martin as a buy, contradicting the strong buy
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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.
[url="]Robbins LLP[/url] informs investors that a securities class action has been filed on behalf of all persons and entities that purchased or otherwise acqui
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.
Investors in Marvell Technology (MRVL -7.21%) have seen quite the volatility over the past few months. It is currently trending downward and it's is off about 34% from its all-time high, at the time of this writing. However, its current price exceeds where the stock was at the end of May, so this sell-off isn't giving up that many weeks of performance.
The question now is whether Marvell is a smart buy on the dip or if there are better options out there. Let's see if this makes it a buy now, or if investors would be better off sticking with other artificial intelligence (AI) picks.
Image source: The Motley Fool.
Marvell has a bright future, but is it enough? Marvell has two primary business units that investors are fixated on. First is its networking equipment, which helps direct the flow of information around a data center. The second is its custom AI chips, which are designed around workloads that the clients ordering them are seeing. If that sounds like a familiar business analysis, that's because it's similar to Broadcom, which has basically the same business model (with some other offerings as well). That makes it a perfect comparison for Marvell stock.
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Marvell's custom AI chip customers include Microsoft and Amazon, two heavyweights in the cloud computing world. On the flip side, Broadcom claims Alphabet, Meta Platforms, OpenAI, and Anthropic as clients. While the names of these clients are comparable, Broadcom's clients have been more aggressive in ordering custom AI chips, leading to great revenue.
This shows up in projections -- Marvell's aren't nearly as aggressive as Broadcom's. Wall Street analysts expect 41% revenue growth this fiscal year, and 45% next year, with next year's overall revenue totaling $16.7 billion. Analysts expect 66% growth this year and 63% next year for Broadcom, with its revenue reaching $172 billion. That's a major size and performance advantage for Broadcom, yet its stock is valued far lower.
AVGO PE Ratio (Forward); data by YCharts; PE = price to earnings.
So, with Broadcom having much higher expectations, yet trading at a far cheaper price tag, I think investors should be less focused on Marvell Technology and more focused on Broadcom. It's the better stock pick in terms of client base, outlook, and valuation, and easily makes for the better investment.
While Marvell Technology is still a great company and may turn out to be a strong performer, I think it has a long way to go before being comparable to Broadcom.
Keithen Drury has positions in Alphabet, Amazon, Broadcom, Meta Platforms, and Microsoft. The Motley Fool has positions in and recommends Alphabet, Amazon, Broadcom, Marvell Technology, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
Monolithic Power Systems is evolving into a rack-level power-management leader for AI-accelerator applications, not just a high-end analog chip supplier. MPWR's Buy rating is justified by a robust Enterprise Data backlog, optics adoption, and a credible path to earnings above consensus, supporting a $1,650 fair value. 2026 revenue is projected at $3.71 billion, driven by at least 85% Enterprise Data growth and 40% Communications growth, with operating margins near 37%.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of DOX either through stock ownership, options, or other derivatives. 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.
Over the three years leading up to their peak, shares in Nu Holdings (NU -0.53%) skyrocketed 329%. Since hitting that all-time high, however, they have fallen 24% (as of July 23). This drop could have been caused by a number of factors, such as a worry that growth will slow, macroeconomic factors, or a leadership change, all of which weakened market sentiment.
Opportunistic investors will take the time to figure out if this fintech stock is a worthy buy on the dip. Is it time to invest $3,000 in Nu, which will get you about 211 shares at the current price? The evidence is clear on what to do.
Image source: Getty Images.
Driving profitable growth while building a moat One of Nu's notable features is that it continues to report surging growth. During the first quarter (ended March 31), revenue jumped 42% year over year to $5.3 billion. The customer base, now at 135 million, increased 14% compared to Q1 2025.
Additionally, Nu's monthly average revenue per active customer was $15.90 in the first quarter. That figure rose 23% year over year on a currency-neutral basis.
This has propelled profitability for the business. Nu's diluted earnings per share soared 44.9% between 2024 and 2025. And over the following three years, consensus analyst estimates call for this bottom-line figure to grow at a compound annual rate of 35%.
Because the business doesn't operate any physical bank branches, it can run a leaner model that can capture cost advantages as it scales up. What's more, like other banks, Nu's ability to cross-sell financial products can drive higher switching costs for customers. At the end of 2024, the average customer used 4.1 different offerings, with newer cohorts ramping up quickly.
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There's value at today's price The best investors understand that high-quality companies are rare. These investors have also figured out that it's even harder to spot these kinds of opportunities at attractive valuations. That's why now is a great time to invest $3,000 in this fintech stock.
Nu currently trades at a forward price-to-earnings (P/E) ratio of 20.2. The market is offering shares in this company at a small discount to the overall S&P 500 index. This valuation disparity might not last very long.
As mentioned, Nu's growth has been excellent. And there are signs it's building durable competitive advantages. This is clearly a business deserving of a higher forward P/E multiple, which introduces another potential tailwind for investors. Of course, management has to continue executing well.
If you have a holding period of five years, then you should consider buying Nu stock. It's positioned to be a winner.
Sam Altman is well known for leading OpenAI, the disruptive force that created the artificial intelligence (AI) revolution. But he is also a disruptive force as a backer of technologies across a range of industries, most famously at nuclear energy start-up Oklo (OKLO -8.43%). The stock went on a miracle run last year on bullish enthusiasm tied to the power needs of AI data centers, hitting a market cap of around $25 billion in 2025.
Now shares are down 75% in less than a year. Does that mean you should follow Altman and his investment worth hundreds of millions of dollars and buy the dip on Oklo stock?
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Nuclear energy innovation Nuclear energy may be a way to generate electricity for power-hungry AI data centers without raising residential electric bills.
Companies like Oklo are designing small modular reactors that can directly power these data centers, skipping the electric grid. In fact, Oklo aims to build its own nuclear power facilities and operate them for customers such as Meta Platforms, which has signed a large agreement with Oklo.
Such contracts could generate reliable revenue in the billions of dollars year after year for AI data centers. Oklo is currently working with the Department of Energy on a pilot reactor in Idaho to pave the way for this future growth. However, as of this writing, its design has not been fully approved by the Nuclear Regulatory Commission.
Image source: Getty Images.
The truth about Oklo stock The fact that Oklo does not have a working reactor design today means it might be many years -- if not a decade -- before it starts operating its first power plant for a customer like Meta Platforms. Right now, it is generating zero revenue and will generate only a negligible amount from its isotope business for the foreseeable future.
Over the last 12 months, free cash flow was negative $154 million. This figure will only get worse as the business scales up manufacturing. Plus, even after this share price collapse, Oklo still trades at a market cap of $7.6 billion, despite zero revenue. A combination like this is a recipe for massive investor risk. Just because the stock has already fallen 75% does not mean it cannot fall another 75% from here. Avoid buying the dip on Oklo stock today.
Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy.
Conservative activist Robby Starbuck landed a major legal victory against Google on Friday as his defamation lawsuit will be able to move forward, according to a Delaware Superior Court ruling.
Last October, Starbuck filed a suit against Google seeking at least $15 million, alleging the company’s artificial intelligence programs defamed him by falsely portraying him as a “monster” to millions of users in the form of “AI hallucinations.”
“The Court views these allegations as sufficient to support a claim for emotional distress damages at this stage in the proceedings, being sufficiently well-pled to proceed to discovery and flesh out the allegations,” Judge Meghan Adams ruled in the court filing.
Starbuck touted the victory towards discovery on social media.
“Was it directed to lie about me due to political bias, as their AI alleged? Was it a rogue programmer? A negligently released product? An executive demanding this? Poisoned training? A political bias operation? We don’t know the answers to those questions yet but in discovery we get to find those answers and depose the people relevant to our case,” Starbuck wrote on X. “Sunlight is the best disinfectant, and it’s about to get bright in here. Discovery means we get to find out what Google knew, who knew it and why they allowed their AI products to continue spreading these horrific lies.”
Robby Starbuck landed a major legal victory against Google on Friday as his defamation lawsuit will be able to move forward. William DeShazer for NY Post Starbuck later wrote, “Google is one of the most powerful companies on earth. It may even be THE most powerful. But today, on July 24th 2026, they failed to shut the courthouse doors on us. In short, David landed a shot on Goliath today. Why? Not because David is so great but because God is and the human pursuit of justice IS righteous. Today is a historic victory and now we’ll prepare to win the rest of this fight, not just for me, but for all of us.”
In a statement to Fox News Digital, Starbuck marveled at the “historic decision.”
“As we enter a time when AI increasingly dominates everything around us, we must ensure that it can’t hurt people. What was done to me should never happen to anyone else,” Starbuck said. “We must draw a line in the sand that the AI being built can’t harm humans whether it’s via defamation or future physical harm. It’s my hope that this case can be the line in the sand. I very much look forward to discovery where we can dive deep on why and how this happened, as well as if any political bias played a role.”
Starbuck filed a suit against Google seeking at least $15 million, alleging the company’s artificial intelligence programs defamed him. GODOFREDO A VASQUEZ/EPA/Shutterstock Google did not immediately respond to a request for comment.
The lawsuit claims Google’s AI platforms – Bard, Gemini and Gemma – have continued to display false statements about Starbuck since 2023, despite multiple cease-and-desist letters. The false statements included claims he had been accused of sexual assault, rape and harassment.
The suit also claims Gemini itself “stated” that its alleged falsehoods about Starbuck were shown to 2,843,917 unique users.
“The breaking point for me was when they accused me of child rape. That was where I was like, ‘We have to just go forward with the lawsuit. They’re clearly not taking this seriously. It’s escalating into something much more serious and crazy,’” Starbuck previously told Fox News Digital.
Starbuck said that the assassination of Turning Point USA founder Charlie Kirk made him realize “some crazy person could believe this stuff,” prompting him to set the record straight.
Fox News’ Brian Flood and Taylor Penley contributed to this report.
Nvidia said it's secured AI memory supply from South Korea's SK Hynix, as the chipmaker tries to lock in a key component for its advanced processors and systems.
The agreement, announced late Friday in San Francisco, could be worth $500 billion over a number of years, and includes the construction of large-scale data centers expected to come online in 2027, Nvidia said.
SK Hynix affiliate SK Telecom will build a cloud business using Nvidia's Vera Rubin systems. Nvidia said it's targeting enough capacity to require 2 gigawatts of power, which indicates a massive buildout with hundreds of thousands of graphics processing units.
Nvidia is aggressively securing supply of high-bandwidth memory, which is essential for its GPUs and systems, as the AI boom has created a global memory shortage. SK Hynix is the leader in HBM production, according to analysts.
"The expansion will include a co-develop opportunity for us on the next-generation SK Hynix AI memory, and this will help us secure a stable supply of HBM memory," Raj Mirpuri, Nvidia enterprise vice president, said on a call with reporters.
The agreement is also a sign that massive AI infrastructure buildouts are moving beyond a handful of hyperscalers, with foreign governments and massive conglomerates starting to get involved.
The deal was announced at an AI summit in San Francisco with South Korean officials including President Lee Jae Myung.
Nvidia also said Friday that it would invest $1 billion into Naver, a Korean cloud company building data centers around its GPUs. Nvidia said the project would provide an opportunity for potential customers in South Korea and around the world to secure AI computing capacity before the 200 megawatts of capacity is completed.
SK Hynix, South Korea's second most valuable company, listed on the Nasdaq earlier this month as part of an effort to finance infrastructure developments.
WATCH: South Korea's AI boom is spilling into housing
SK Group and NVIDIA expand strategic collaboration with a $500-billion-plus initiative spanning AI factories and next-generation memory.SK Telecom to build 2-gigawatt NVIDIA Vera Rubin DSX AI Factory to serve global compute demand.NVIDIA and SK hynix establish long-term partnership to secure and codevelop next-generation AI memory, including HBM.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- SK Group and NVIDIA today announced plans for a $500-billion-plus comprehensive partnership to establish AI infrastructure serving the surging demand for global compute. The two sides signed letters of intent to formalize the agreement, which spans from AI factory construction to AI memory supply.
NVIDIA Vera Rubin Infrastructure and DSX Platform Drive 2-Gigawatt Build
Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, including the recently announced plans for SK Telecom to build a 2-gigawatt-scale AI Cloud in Korea.
This cloud will use the NVIDIA® DSX™ platform and deploy NVIDIA Vera Rubin accelerated computing powered by SK hynix HBM4, with the first AI factory planned to come online in 2027.
It will be built on the NVIDIA DSX full-stack AI factory architecture, which integrates NVIDIA accelerated computing, systems, software and partner technologies to deliver the lowest token cost at maximum energy efficiency.
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, physical, agentic and enterprise AI services, and jointly address the increasing AI demand across the Asia-Pacific region, including South Korea.
Accelerating AI Infrastructure at Scale
The SK Telecom and NVIDIA collaboration accelerates the adoption of NVIDIA-powered AI infrastructure and broadens customer access to advanced cloud services. The partnership enables SK Telecom to invest in and expand large-scale AI infrastructure while making capital-intensive AI infrastructure available to a broader range of customers.
Advancing Next-Generation AI Memory
SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure to solidify their previous long-term technical partnership, this agreement allows NVIDIA to secure a stable supply of next-generation AI memory, while enabling SK hynix to expand the foundation for growth.
The two companies will codevelop and optimize next-generation AI memory solutions, including HBM, to meet evolving infrastructure demands ranging from large language model training to agentic AI and physical AI.
“In the AI era, competitiveness depends not just on how effectively AI is utilized, but on how much intelligence we can produce,” said SK Group Chairman Chey Tae-won. “By leveraging SK hynix’s AI memory and SK Telecom’s AI infrastructure capabilities, SK will collaborate with NVIDIA to build a world-class AI factory, helping Korea transcend its role as a leading adopter of AI and become a global hub that drives AI innovation.”
“South Korea has all the ingredients to become a global AI powerhouse — world-class networks and data centers, leadership in chip technology and vast industrial scale,” said Jensen Huang, founder and CEO of NVIDIA. “Together with SK Telecom and SK hynix, we are building a new generation of AI factories that will power Korea’s next wave of growth.”
About SK Group
SK Group, South Korea’s second-largest conglomerate, is a global technology and industrial leader that delivers innovations, products, and services across the Artificial Intelligence, semiconductors, energy, and life sciences ecosystems. Headquartered in Seoul, SK has a diverse portfolio of businesses and investments with over 175 affiliate companies and over 100,000 employees worldwide. http://eng.sk.com
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
Randa Hinton
Corporate Communications
NVIDIA Corporation [email protected]
SK hynix Forward-Looking Statements
This press release may contain forward-looking statements, which involve risks and uncertainties. These forward-looking statements concern and are based upon, among other things, SK hynix’s expectations regarding the realization of any potential advantages, benefits and the impact of, and opportunities created by, the above-described partnership. These statements are generally identified words such as “may,” “will,” “intend,” “should,” “believe,” “expect,” “anticipate,” “project,” “estimate” and similar expressions, or the negative of such expressions. Forward-looking statements are not guarantees of future performance and are subject to inherent risks, uncertainties, and other factors that could cause actual results to differ materially from those expressed or implied. Readers are cautioned not to place undue reliance on any of these forward-looking statements. These forward-looking statements speak only as of the date hereof. SK hynix undertakes no obligation to update any of these forward-looking statements to reflect events or circumstances after the date of this news release or to reflect actual outcomes, unless required by law.
This press release is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction. No part of this press release should form the basis of, or be relied upon in connection with, any contract, commitment, or investment decision.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together with SK Telecom and SK hynix, NVIDIA helping accelerate Korea’s AI infrastructure — building world-class AI factories that turn compute into intelligence, productivity and growth; expectations with respect to growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to NVIDIA’s partnership with third parties, including with SK Telecom; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
NAVER, NVIDIA and Brookfield plan to invest in gigawatt-scale, multi-tenant AI cloud infrastructure to power the next generation of AI companies in Korea and the U.S.NAVER and NVIDIA team plan to expand the initial NVIDIA DSX AI factory buildout at GAK Sejong data center from 55 megawatts to 200 megawatts by 2028.NAVER plans to continue its path toward gigawatt-scale sovereign AI infrastructure, deploying the NVIDIA DSX platform to deliver full-stack, lowest-cost AI factory infrastructure for enterprises, industries and government.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- AI Summit -- NAVER, NVIDIA and Brookfield today announced a proposed expansion of Korea's sovereign AI factory infrastructure, with planned investments that will grow the initial NVIDIA® DSX™ AI factory deployment to 200 megawatts — more than tripling the 55-megawatt buildout announced last month. NAVER intends to expand its deployment of NVIDIA AI infrastructure to 1 gigawatt.
Announced during Korea President Jae Myung Lee’s AI Summit visit to San Francisco, the planned 200-megawatt expansion marks a significant acceleration of Korea’s national AI ambitions. The expanded infrastructure will be built with the NVIDIA DSX platform at NAVER’s GAK Sejong hyperscale data center in Sejong, South Korea.
NVIDIA plans to invest $1 billion into NAVER Corp. Brookfield has entered into a nonbinding term sheet to fund up to $9 billion. NAVER will fund the remaining amounts to finance the project. NVIDIA’s planned investment is subject to customary closing conditions and NAVER finalizing at least $9 billion of committed financing for the project, separate from NVIDIA’s planned investment. The expanded infrastructure will provide Korea- and U.S.-based AI innovators with access to production-scale AI compute for building next-generation models, agents and AI-powered services.
“NVIDIA’s planned strategic investment and our infrastructure supply agreement with Brookfield have propelled NAVER’s vision for the AI factory business into a robust execution phase,” said Haejin Lee, founder and chairman of NAVER. “Leveraging the solid partnerships with our global partners, we will drive technological innovation, foster a sovereign AI ecosystem and spearhead efforts to strengthen South Korea’s AI competitiveness.”
“The partnership will combine Brookfield’s global AI infrastructure investment capabilities, NAVER’s full-stack AI and data center operating expertise, and NVIDIA’s accelerated computing platform to advance Korea’s AI capabilities,” said Sikander Rashid, global head of AI infrastructure at Brookfield. “As AI adoption accelerates across the global economy, access to trusted, sovereign and scalable AI infrastructure is becoming an increasingly important strategic priority for companies and countries.”
“AI factories are the infrastructure nations need to compete and innovate in the intelligence era,” said Jensen Huang, founder and CEO of NVIDIA. “Together, NAVER, NVIDIA and Brookfield are building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries. This is how nations and companies are building their futures in the age of AI.”
Expanding AI Factory Capacity to Fuel AI Innovators
The 200-megawatt AI factory is expected to feature advanced NVIDIA AI infrastructure including the NVIDIA Vera Rubin and NVIDIA Blackwell platforms. It intends to provide the compute, software and support needed to develop and deploy competitive AI models and applications at scale. As an NVIDIA Cloud Partner, NAVER provides deep expertise in operating hyperscale infrastructure powered by the full-stack NVIDIA AI platform.
Today’s proposed expansion builds on the June announcement in which NAVER committed to extending its GAK Sejong data center with NVIDIA DSX, with a long-term path to gigawatt-scale sovereign AI infrastructure to serve Korea’s enterprises, industries, government organizations and global AI cloud customers.
Brookfield Investments Scale AI Infrastructure Deployments
Brookfield has established one of the industry’s leading AI infrastructure investment platforms, with approximately $100 billion of assets under management across the AI infrastructure value chain including data centers, compute, semiconductor manufacturing and dedicated power generation.
The planned NAVER investment will mark another significant milestone in Brookfield’s strategic partnership with NVIDIA. Building on NVIDIA’s participation as a founding partner in the Brookfield Global AI Infrastructure Program, the planned investment combines Brookfield’s capital and AI infrastructure and power expertise with NVIDIA’s accelerated computing platform to support the deployment of large-scale AI factories.
Brookfield has been an active, long-term investor in Korea since establishing a presence in the country in 2014 and currently manages approximately $12 billion of assets across infrastructure, real estate and energy.
NVIDIA DSX Platform Powers Expansion
The NVIDIA DSX platform provides an end-to-end, codesigned stack for AI factories — spanning chips, systems, software, facilities and partner technologies — purpose-built to minimize token cost and accelerate time to first production.
NVIDIA DSX MaxLPS™ software maximizes token throughput per megawatt, while NVIDIA DSX OS™ provides lifecycle management, health automation, resiliency and multi-tenant AI factory management across the expanded infrastructure.
Open Models Accelerate Growth
In addition, the expanded infrastructure builds on NAVER and NVIDIA’s collaboration on open model development for agentic and physical AI. NAVER is advancing its HyperCLOVA X models to be based on NVIDIA Nemotron™ 3 Ultra open models with its proprietary data and training expertise. NAVER is also the first Korean company to join the NVIDIA Nemotron Coalition, contributing to open model development across pretraining, post-training and reinforcement learning.
NAVER plans to launch an AI agent platform in Korea in the second half of the year, powered by NVIDIA Agent Toolkit software including NVIDIA NemoClaw™ blueprints. NAVER is also developing a Seoul World Model using proprietary urban street-view and spatial modeling data, built on NVIDIA Cosmos™ world foundation models.
About NAVER
Founded in 1999, NAVER is Korea’s largest Internet company and one of the world’s top tech companies. Leading cutting-edge technologies, NAVER operates the No.1 search engine in Korea and holds various business portfolios encompassing commerce, fintech, cloud, AI and robotics.
NAVER recorded sales of KRW 12.04 trillion (USD 8.18 billion) in 2025. TEAM NAVER continues to enhance its business portfolio and expand its global presence across Japan, North America, and Europe, while pursuing innovation through continuous research and development in future technologies.
About Brookfield
Brookfield is a leading global investment firm with more than $1 trillion in assets under management that owns and operates real assets and essential service businesses that form the backbone of the global economy. We invest on behalf of institutions and individuals around the world across infrastructure, renewable power and transition, private equity, real estate, and credit—sectors critical to supporting economic growth and productivity. With a heritage spanning more than a century and operations in over 30 countries, we deploy long-term, patient capital to build the foundational assets and businesses that power a more connected, resilient, and sustainable future—seeking to build long-term wealth for our clients while delivering strong risk-adjusted returns for our shareholders.
About NVIDIA
NVIDIA (NASDAQ: NVDA) is the world leader in AI and accelerated computing.
For further information, contact:
NVIDIA Corporation
Corporate Communications [email protected]
NAVER Forward-Looking Statements
This press release contains forward-looking statements regarding the NAVER’s future plans, outlook, and initiatives, as of the date of this release. Actual results and outcomes may differ materially depending on future changes in market conditions and business circumstances.
NVIDIA Forward-Looking Statements
Certain statements in this press release including, but not limited to, statements as to: together, NAVER, Brookfield and NVIDIA building sovereign AI infrastructure at the scale needed to fuel Korea’s startups and industries; expectations with respect to NVIDIA’s partnership with NAVER and Brookfield; expectations with respect to demand, growth, performance, availability, and benefits of NVIDIA’s products, services and technologies, and related trends and drivers; expectations with respect to technology developments, and related trends and drivers; projected market growth and trends; expectations with respect to AI and related industries; and other statements that are not historical facts are forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, which are subject to the “safe harbor” created by those sections based on management’s beliefs and assumptions and on information currently available to management and are subject to risks and uncertainties that could cause results to be materially different than expectations. Important factors that could cause actual results to differ materially include: global economic and political conditions; NVIDIA’s reliance on third parties to manufacture, assemble, package and test NVIDIA’s products; the impact of technological development and competition; development of new products and technologies or enhancements to NVIDIA’s existing products and technologies; market acceptance of NVIDIA’s products or NVIDIA’s partners’ products; design, manufacturing or software defects; changes in consumer preferences or demands; changes in industry standards and interfaces; unexpected loss of performance of NVIDIA’s products or technologies when integrated into systems; NVIDIA’s ability to realize the potential benefits of business investments or acquisitions; and changes in applicable laws and regulations, as well as other factors detailed from time to time in the most recent reports NVIDIA files with the Securities and Exchange Commission, or SEC, including, but not limited to, its Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Copies of reports filed with the SEC are posted on the company’s website and are available from NVIDIA without charge. These forward-looking statements are not guarantees of future performance and speak only as of the date hereof, and, except as required by law, NVIDIA disclaims any obligation to update these forward-looking statements to reflect future events or circumstances.
Oracle (ORCL -4.21%) has made a big bet. As one of the leading suppliers of AI computing power, the company is paying billions to stay on top.
Oracle plans to spend upwards of $90 billion on AI infrastructure in fiscal year 2027. About $40 billion of those expenses will be funded through new debt and equity. This level of burn has made investors nervous, and there is one big reason why the company's massive investment in AI might not pay off: state legislation.
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Lawmakers across the country are listening to constituents and pushing back hard on the data center boom. Concerns about constraints on power grids and water supply, as well as surging electricity costs, have made their way into legislation that's being passed quickly.
This has resulted in potential tariffs for tech companies in states like Wisconsin, as well as outright moratoriums in New York and Maine. Fifteen states are considering bans on the development of data centers, but more than 40 states are imposing various regulations.
Image source: The Motley Fool.
This is an obstacle Oracle cannot control through cost-cutting measures. State legislation is a real bottleneck for Oracle that could also become quite costly.
Oracle is slashing costs wherever it can and recently announced layoffs of 21,000 employees. It's estimated that the layoffs could free up to $10 billion in cash. However, this is a drop in the bucket compared to what the company plans to spend and how much it stands to lose if data center pushback becomes even more widespread.
Investors might expect Oracle's growth to slow as a result, and the AI capex it's proposing will be more difficult to justify. Oracle's stock has decreased by 35% in 2026 and by 47% over the past 12 months. Until AI-related companies can come to a compromise with states, current investors should be patient through this rocky period. Those on the sidelines should wait and see how the rules and regulations play out over time.
Catie Hogan has positions in Oracle. The Motley Fool has positions in and recommends Oracle. The Motley Fool has a disclosure policy.
SummaryTaiwan Semiconductor Manufacturing Company is rated Buy, offering unmatched resilience and infrastructural dominance in global chip production.TSM's business model is insulated from AI price wars, with revenue growth driven by physical volume expansion and long-term B2B contracts, not speculative pricing.Geopolitical and macroeconomic risks are systemic, but TSM's diversified customer base and irreplicable human capital provide structural protection versus fabless peers.Even without multiple expansion, TSM's 10–25% annual EPS/revenue growth, minimal debt, and stable dividends make it a core anchor for long-term portfolios. Sundry Photography/iStock Editorial via Getty Images
Taiwan Semiconductor Manufacturing Company (TSM)—a key world manufacturer, without which the physical existence of the products of giants of Silicon Valley is simply impossible. However, the company is valued by the market with a
712 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.
SAN FRANCISCO, July 24, 2026 (GLOBE NEWSWIRE) -- National shareholder rights firm Hagens Berman alerts investors in Roblox Corporation (NYSE: RBLX) that the alleged class period in the ongoing securities class action litigation has been expanded. A new lawsuit now covers investors who purchased or otherwise acquired Roblox common stock between October 31, 2024 through April 30, 2026, inclusive.
National shareholder rights firm Hagens Berman is investigating the legal claims that Roblox and its co-defendants violated the federal securities laws. The firm encourages Roblox investors who suffered substantial losses to submit your losses now.
Roblox Corporation (RBLX) Securities Class Action:
The primary focus of the litigation is on the propriety of Roblox’s disclosures about its commitment toward protecting the safety of young users of its platform and the recent the impact on its business and prospects of the age-check verification rollout aimed at increasing safety within certain social features on its platform. The rollout began in November 2025.
During the Class Period, Roblox and its senior management have assured investors that “safety would be paramount[,]” “building safety into our products has been a huge effort[,]” and “[o]ur approach to safety includes multiple proactive measures as well as parental controls[.]” They have also emphasized that “b]ecause our Platform includes children aged 5 and over, our safety and civility policies are purpose-built to be strict.”
Investors slowly learned the truth through a series of disclosures beginning on October 30, 2025. That day, the Company revealed that it would be instituting enhanced age verification technology globally beginning in January 2026. On this news, the price of the Company’s common stock declined 16% from $133.74 per share to $113.00 per share, wiping out $13 billion in market value.
Then, on April 30, 2026, Roblox revealed a steep deceleration in year-over-year and sequential DAU growth, slashed its 2026 revenue guidance (reflecting ongoing shrinkage in DAU growth), and severely cut its 2026 bookings growth midpoint from 24% to just 10%, investors glimpsed what was really going on.
Roblox said just 51% of its global DAUs age checked and also said that “as a result of age check […] we have seen a reduction in app store ratings, and we believe this may be contributing to a reduction in organic sign-ups that typically flow from app stores.” Roblox also said its lowered prospects are the result of “continued friction” resulting from the age-check rollout.
“We’re focused on when Roblox and its management knew of the adverse consequences of the age-check rollout and whether they intentionally misled investors it,” said Reed Kathrein, the Hagens Berman partner leading the firm’s investigation.
If you invested in Roblox and have substantial losses, or have knowledge that will assist the firm’s investigation, submit your losses now.
If you’d like more information and answers to other frequently asked questions about the Roblox case and the firm’s investigation, read more.
Whistleblowers: Persons with non-public information regarding Roblox should consider their options to help in the investigation or take advantage of the SEC Whistleblower program. Under the new program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Reed Kathrein at 844-916-0895 or email [email protected].
About Hagens Berman
Hagens Berman is a global plaintiffs’ rights complex litigation firm focusing on corporate accountability. The firm is home to a robust practice and represents investors as well as whistleblowers, workers, consumers and others in cases achieving real results for those harmed by corporate negligence and other wrongdoings. Hagens Berman’s team has secured more than $2.9 billion in this area of law. More about the firm and its successes can be found at hbsslaw.com. Follow the firm for updates and news at @ClassActionLaw.
Attorney Advertising. Prior results do not guarantee a similar outcome in any future case.
Perský záliv je vodní plocha ohraničená osmi zeměmi: Bahrajnem, Íránem, Irákem, Kuvajtem, Katarem, Saúdskou Arábií, Spojenými arabskými emiráty a Ománem. Na stránkách The Conversable Economist to připomíná ekonom Tim Taylor s tím, že některé z těchto zemí jsou nejvýznamnějšími světovými vývozci ropy. Ropné tankery opouštějící Perský záliv přitom musí proplout Hormuzským průlivem. O něm se již pár měsíců často hovoří, ale Taylor se věnuje jiným místům, která jsou také z hlediska mezinárodní dopravy specifická.
Hormuz je „kanálem dlouhým asi 100 mil s přepravními trasami pro velké ropné tankery. Tyto trasy jsou v nejužším místě široké jen asi dvě míle v každém směru. Toto úzké místo hraničí na severu s Íránem a na jihu se SAE a Ománem. Takové úzké zóny mohou způsobovat problémy, a to nejen kvůli ozbrojenému konfliktu.“ Taylor zde připomíná, že třeba v roce 2021 loď Ever Given najela na mělčinu a na šest dní zastavila dopravu v celém Suezském průplavu.
„Přibližně 90 % mezinárodního nákladního obchodu se přepravuje přes oceány. Jaká jsou další hlavní místa, která mohou tento obchod zablokovat? Stephan Maurer, Luke Heath Milsom a Ferdinand Rauch se tomuto tématu věnují v článku „Křehkost globálního obchodního systému“, který vydala London School of Economics,“ píše Taylor a z článku vybírá:
Panamský průplav je nejdůležitější pro americkou ekonomiku. Při jeho zablokování by část lodní dopravy musela plout kolem jižního cípu Jižní Ameriky. Suezský průplav je důležitý pro evropský obchod, protože jinak by bylo nutné lodní dopravu přesměrovat kolem jižního cípu Afriky. Autoři článku také odhadují, že uzavření Suezského průlivu by snížilo celkový HDP Egypta o 8 %. Malacký průliv se nachází mezi Malajsií a Indonésií a v klíčové části je široký jen asi dvě míle. Je nejdůležitější pro mezinárodní lodní obchod Číny. Přitom při jeho uzavření by bylo nutné lodní dopravu mezi Čínou a Indií, Afrikou, Blízkým východem a Evropou přesměrovat dále na východ alternativní trasou, jako je průliv mezi indonéskými ostrovy Sumatra a Jáva.
Autoři se také zabývají možnostmi plynoucími z otevření dvou nových obchodních tras. Pokud by lodě mohly volně proplouvat Severozápadním průplavem přes Severní ledový oceán, bylo by možné přesouvat obchod mezi Atlantským a Tichým oceánem, nebylo by nutné plout Panamským průplavem nebo přes jižní cíp Jižní Ameriky. Navrhovaný průplav u Thajska by byl zase potenciálně rychlejší než Malacký průliv nebo jeho alternativy, ale zároveň by se jednalo o obrovský infrastrukturní projekt.
Taylor vše uzavírá s tím, že v „globální ekonomice s téměř okamžitou komunikací a rychlou leteckou dopravou se někdy může zdát, že na geografických detailech, jako jsou úzké úžiny pro námořní dopravu, až tak nezáleží, což je pravda. Vyjma chvíle, kdy se tyto body uzavřou.“
SAN DIEGO--(BUSINESS WIRE)---- $WIX #Wixcom--Robbins LLP is investigating whether Wix misled investors regarding the competitiveness and performance of its AI offerings.
SummaryLam Research sits 3-4 steps upstream of IREN renting an energized GPU: equipment order, chip/HBM production, accelerator assembly, datacenter deployment, rental.LRCX is a leading indicator for the backdrop IREN is priced against, not for IREN’s execution. That is still valuable - it tells you whether the neocloud multiple is standing on solid demand.Lam Research's July 29, 2026 earnings report is a free, dated, two-week-early read on the single risk that would de-rate IREN’s valuation multiple independent of its execution - an accelerator/HBM overbuild. shapecharge/E+ via Getty Images
Why LRCX leads IREN - and the limit Lam Research (LRCX) sells wafer fab equipment (etch, deposition, HBM through-silicon-via, and advanced-packaging tools). It sits 3-4 steps upstream of IREN (IREN) renting an
KUWAIT CITY, Kuwait--(BUSINESS WIRE)--Kuwait Petroleum Corporation ("KPC"), the state-owned corporation overseeing Kuwait's oil and gas sector, today announced that its wholly owned subsidiary, Kuwait Oil Company (“KOC”), responsible for the exploration, production and transportation of crude oil on behalf of the State of Kuwait, has signed a US$ 16.0 billion lease-and-lease-back agreement involving its entire domestic and export pipeline network with a consortium of international infrastructur.
Kuwait Petroleum Corporation (KPC) has signed a $16 billion deal involving its crude oil pipeline network with a consortium comprising global funds Blackstone , Brookfield and KKR , the state-owned Gulf firm said on Saturday.
NEW YORK, July 24, 2026 (GLOBE NEWSWIRE) -- At the end of the settlement date of July 15, 2026, short interest in 3,836 Nasdaq Global MarketSM securities totaled 18,406,468,581 shares compared with 18,453,725,441 shares in 3,804 Global Market issues reported for the prior settlement date of June 30, 2026. The mid-July short interest represents 3.07 days compared with 2.45 days for the prior reporting period.
Short interest in 1,654 securities on The Nasdaq Capital MarketSM totaled 4,495,814,044 shares at the end of the settlement date of July 15, 2026, compared with 4,227,522,108 shares in 1,657 securities for the previous reporting period. This represents a 1.65 day average daily volume; the previous reporting period’s figure was 1.
In summary, short interest in all 5,490 Nasdaq® securities totaled 22,902,282,625 shares at the July 15, 2026 settlement date, compared with 5,461 issues and 22,681,247,549 shares at the end of the previous reporting period. This is 2.63 days average daily volume, compared with an average of 1.64 days for the prior reporting period.
The open short interest positions reported for each Nasdaq security reflect the total number of shares sold short by all broker/dealers regardless of their exchange affiliations. A short sale is generally understood to mean the sale of a security that the seller does not own or any sale that is consummated by the delivery of a security borrowed by or for the account of the seller.
For more information on Nasdaq Short interest positions, including publication dates, visit
https://www.nasdaq.com/market-activity/quotes/short-interest
or http://www.nasdaqtrader.com/asp/short_interest.asp.
About Nasdaq:
Nasdaq (Nasdaq: NDAQ) is a leading global technology company serving corporate clients, investment managers, banks, brokers, and exchange operators as they navigate and interact with the global capital markets and the broader financial system. We aspire to deliver world-leading platforms that improve the liquidity, transparency, and integrity of the global economy. Our diverse offering of data, analytics, software, exchange capabilities, and client-centric services enables clients to optimize and execute their business vision with confidence. To learn more about the company, technology solutions, and career opportunities, visit us on LinkedIn, on X @Nasdaq, or at www.nasdaq.com.
ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, today released the June 2026 ICE First Look at mortgage delinquency, foreclosure and prepayment trends. The analysis found that early-stage delinquencies remained low as new default activity declined. Notably, new FHA defaults posted their largest annual decline in more than four years. “Overall performanc.
BRENTWOOD, Calif.--(BUSINESS WIRE)--Lauren Ravitz of Berkshire Hathaway HomeServices California Properties is pleased to offer a distinctive, newly built soft contemporary by Yuna Megre and Maria Mikena, an award-winning team with over 40 years of global design experience. Located in Westwood nearby local shops and restaurants, the residence offers clean modern lines, natural textures and a seamless flow between the interior/exterior spaces, which include a backyard oasis with a pool and spa. “.
Taylor Morrison to unify with Berkshire Hathaway's site-built homebuilding operations
, /PRNewswire/ -- Berkshire Hathaway Inc. and Taylor Morrison today announced the completion of Berkshire Hathaway's acquisition of Taylor Morrison for $72.50 per common share in cash, representing a total equity value for Taylor Morrison of approximately $6.8 billion and total enterprise value of approximately $8.5 billion.
Under Berkshire, Taylor Morrison will continue to be led by CEO Sheryl Palmer, who will oversee the integration of Taylor Morrison's portfolio of brands—including Esplanade, Yardly and Taylor Morrison Home Funding—with Berkshire Hathaway's site-built homebuilding operations that comprise Clayton Properties Group, a collection of 15 established regional and local homebuilders. Combined, the integrated operation will serve renters, entry-level, move-up, and resort lifestyle segments.
"Today marks an important step forward as Taylor Morrison joins Berkshire. This best-in-class national homebuilder will lead our vision for a unified site-built homebuilding operation," said Berkshire Hathaway's Chief Executive Officer Greg Abel. "Together, we will help more Americans achieve their dream of homeownership."
"We have always believed in the strength of our business, and today Berkshire Hathaway has confirmed that belief," said Taylor Morrison Chief Executive Officer Sheryl Palmer. "As we enter this new chapter, the scale and reach we gain by unifying with Berkshire and Clayton's regional site-built homebuilders is transformative. We'll now serve more customers, in more markets, with more choices—while maintaining the specialized local expertise that has made us successful. We're thrilled to build upon that success as we scale to create a combined homebuilding platform unlike anything in the industry."
Combined, Taylor Morrison and Clayton Properties Group delivered nearly 23,000 site-built home closings in 2025, operate in 21 states and 52 housing markets, and serve more than 700 communities nationally—positioning the combined business as the fourth largest homebuilding operation in the United States.
Transaction Details
Goldman Sachs & Co. LLC and Moelis & Company LLC served as financial advisors, Simpson Thacher & Bartlett LLP served as legal advisor, Mayer Brown LLP served as financial services regulatory counsel to Taylor Morrison, and Gibson, Dunn & Crutcher LLP and Baker McKenzie LLP served as counsel to Berkshire Hathaway.
About Berkshire Hathaway
Berkshire Hathaway and its subsidiaries engage in diverse business activities including insurance and reinsurance, utilities and energy, freight rail transportation, manufacturing, services and retailing. Common stock of the company is listed on the New York Stock Exchange, trading symbols BRK.A and BRK.B.
About Taylor Morrison
Headquartered in Scottsdale, Arizona, Taylor Morrison is one of the nation's leading community developers and homebuilders. It serves entry-level, move-up, and resort lifestyle homebuyers and renters under its family of brands—including Taylor Morrison, Esplanade, and Yardly. Taylor Morrison has been recognized as America's Most Trusted® Builder by Lifestory Research since 2016, was honored as one of Fortune's World's Most Admired Companies in 2026, and on Forbes' Most Trusted and Best Companies in America lists in 2025.
Contacts:
Berkshire Hathaway
Chuck Chang
(402) 346-1400
Taylor Morrison
Media:
Jaclyn Rygg
(480) 376-0641
[email protected]
Over the last couple of years, Super Micro Computer (SMCI -3.53%) has dealt with some notable headwinds that have affected perceptions around the company. Specifically, Super Micro delayed filing its annual report due to internal reviews of its accounting practices, and was also at the center of alleged export control violations.
These events created a cloud of scrutiny around governance and operational reliability, even as the business rode broader tailwinds fueled by rising artificial intelligence (AI) infrastructure spending from big tech. Super Micro's preliminary fourth-quarter 2026 update points to meaningful progress underscored by stronger profitability metrics and exceptional order momentum.
Let's explore how the company's turnaround acts as a subtle catalyst for Nvidia (NVDA -1.01%), and break down why smart investors should care.
Image source: The Motley Fool.
What does Super Micro Computer do? Super Micro designs, builds, and sells high-performance servers, storage solutions, and networking equipment for AI data centers. Its systems are a critical layer of the physical infrastructure needed to train and deploy AI models.
The company works closely with Nvidia by integrating the chipmaker's graphics processing units (GPUs) into server platforms and rack-scale solutions. This relationship involves joint co-engineering efforts around power delivery, thermal management, and liquid cooling to support the computational demands of next-generation AI workloads.
By producing turnkey hardware that combines Nvidia's accelerators with its own server architecture, Super Micro helps hyperscalers accelerate deployment timelines and reduces the complexity of building out massive AI clusters.
Analyzing Super Micro's Q4 preliminary results According to the company's preliminary update for the fourth quarter of fiscal 2026 (period ended June 30), Super Micro estimates that its revenue will be near the low end of its previous guidance of between $11 billion and $12.5 billion. While revenue growth may not be as robust as investors would like, management highlighted that gross margin is expected to land between 15% and 17% -- nearly double the guided range of 8.2% to 8.4%.
The biggest surprise from the preliminary results was Super Micro's backlog disclosure. The company reports that it received more than $60 billion of new orders during Q4 alone. The company's margin expansion demonstrates improving operational discipline and the ability to capture higher-value business. Moreover, Super Micro's record backlog provides the company with multi-quarter revenue visibility and underscores sustained customer commitments amid an accelerating AI infrastructure build-out.
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How does Super Micro's growth affect Nvidia? Smart investors understand that Super Micro's momentum is a powerful tailwind for Nvidia. As a leading systems integrator, Super Micro incorporates large volumes of Nvidia GPUs into its servers and racks. This means that when Super Micro reports surging orders, it directly reflects strong demand for AI compute.
In turn, this drives higher sell-through of Nvidia's hardware -- creating a cycle that validates the scale of AI adoption and supports Nvidia's own revenue growth and pricing power.
Lastly, a strong performance from Super Micro signals that the broader AI infrastructure environment remains in expansion mode -- reducing concerns about demand digestion and reinforcing Nvidia's central role as an essential enabler of this growth.
SummaryLamb Weston remains a Buy as its turnaround advances, with normalization and macro improvements supporting future re-rating potential.Q4 FY26 results beat expectations, with net sales of $6.612B and Adj. EBITDA of $1.147B, reflecting operational improvements and cost savings, albeit outweighed by previous pricing adjustments.FY27 guidance is cautious: net sales are up 0–1%, Adj. EBITDA $1.1–1.2B, and FCF at a trough of $380M, reflecting ongoing macro headwinds.Conservative intrinsic value is still above current levels, supporting long-term risk/reward despite near-term consumer and foodservice pressures. junce/iStock Editorial via Getty Images
Introduction The last time I covered Lamb Weston (LW), I reiterated its Buy rating, highlighting the company's turnaround efforts and significant cost-saving initiatives that should help boost their FCF while their pivot was
3.28K 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 LW 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.
LOS ANGELES, July 24, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz continues its investigation of GE HealthCare Technologies Inc. (“GE HealthCare” or the “Company”) (NASDAQ: GEHC) on behalf of investors concerning the Company’s possible violations of federal securities laws.
IF YOU ARE AN INVESTOR WHO LOST MONEY ON GE HEALTHCARE TECHNOLOGIES INC. (GEHC), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING A CLAIM TO RECOVER YOUR LOSS.
What Is The Investigation About?
On April 29, 2026, GE HealthCare reported its financial results for the first quarter of 2026. Among other items, GE HealthCare reported adjusted earnings per share of $0.99 and cut its full-year 2026 adjusted EPS guidance to a range of $4.80 to $5.00, down from prior guidance of $4.95 to $5.15.
During the associated earnings call, management disclosed “profit performance in the first quarter . . . was impacted by a recall associated with a PDx supplier” and that “[y]ear-over-year margin performance was also impacted by declines in PCS and the PDx supplier issue.”
On this news, the price of GE HealthCare shares declined by $9.01 per share, or 13.2%, to close at $59.49 per share on April 29, 2026.
On July 23, 2026, the Company announced its Chief Financial Officer, Jay Saccaro, will step down from his role, and the Company will appoint an interim CFO while it searches for a permanent replacement.
Contact Us To Participate or Learn More:
If you purchased GE HealthCare securities, have information or would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
The Law Offices of Frank R. Cruz,
2121 Avenue of the Stars, Suite 800,
Century City, California 90067
Call us at: 310-914-5007
Email us at: [email protected]
Visit our website at: www.frankcruzlaw.com.
Follow us for updates on Twitter at twitter.com/FRC_LAW.
If you inquire by email, please include your mailing address, telephone number, and number of shares purchased.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz
310-914-5007 [email protected]
www.frankcruzlaw.com
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.
New community in San Diego County within walking distance of local schools, parks and outdoor recreation is now open for tours.
, /PRNewswire/ -- KB Home (NYSE: KBH), one of the largest and most trusted homebuilders in the U.S., today announced the opening of Townsend, which offers a rare opportunity to own a new townhome in Santee, California.
Townsend at a Glance:
KB Home, one of the largest and most trusted homebuilders in the U.S., today announced the opening of Townsend, which offers a rare opportunity to own a new townhome in Santee, California. Price: From the mid $700,000s Location: Santee, California, at the corner of Mission Gorge Road and Aubrey Glen Drive near Highways 52 and 125 Home type: Three-story paired homes Bedrooms/baths: 3 bedrooms and 2.5 baths School districts: Santee School District Amenities: Planned community open space, turf area, picnic seating and children's playground Townsend is in a central San Diego County location that provides convenient access to Interstate 8, Highway 52 and Highway 125, which connect residents to San Diego International Airport and major employers in Miramar, Sorrento Valley, Kearny Mesa and El Cajon. The community is a short drive to popular beaches and downtown San Diego for world-class shopping, dining and entertainment. Outdoor enthusiasts will also appreciate being minutes from hiking and biking at Mission Trails Regional Park.
The homes at Townsend are designed for contemporary living, with modern kitchens overlooking large great rooms, bedroom suites with walk-in closets, and ample storage space. Homebuyers can personalize their new home, from floor plan and exterior style to where they live in the community, and then bring their vision to life at the KB Home Design Studio, where they can select from a wide range of interior design choices that fit their style and budget.
"With Townsend, we're bringing beautiful new townhomes to Santee, a highly desirable city in San Diego County. The new community includes a variety of planned on-site amenities and is within walking distance of local schools, parks and outdoor recreation," said Steve Ruffner, Regional General Manager of KB Home's Coastal division. "At KB Home, we focus on creating value through competitive, transparent pricing and giving buyers the ability to personalize their home based on what matters most to them. We put them in control, so they're not paying for features they don't value or compromising on ones they do."
KB homes are engineered to be highly energy and water efficient and include features that support healthier indoor environments. They are designed to be ENERGY STAR® certified, a standard that fewer than 12% of new homes nationwide meet, offering greater comfort, well-being and utility cost savings compared to new homes without certification.
Additionally, the homes at Townsend are built to the Insurance Institute for Business & Home Safety®'s (IBHS) highest wildfire resilience standards, incorporating fire-resistant materials and construction methods designed to protect against direct flame contact, radiant heat and wind-driven embers. Features include Class A fire-rated roofs, noncombustible gutters, upgraded windows and doors, ember- and flame-resistant vents, and a 5-foot noncombustible buffer around structures. At the neighborhood level, wildfire risk is further reduced by separating most structures by more than 10 feet and decreasing potential fuels through fire-resistant materials such as all-metal fencing systems.
The Townsend sales office and model homes are now open for walk-in visits and private in-person tours by appointment. Live video tours are also available. For more information on KB Home, call 888-KB-HOMES or visit kbhome.com.
About KB Home
KB Home is one of the largest and most trusted homebuilders in the U.S. We operate in 50 markets, have built over 700,000 quality homes in our nearly 70-year history, and are honored to be one of the top customer-ranked national homebuilders based on third-party buyer surveys. What sets KB Home apart is building strong, personal relationships with every customer and creating an exceptional experience that offers our homebuyers the ability to personalize their home based on what they value at a price they can afford. As the industry leader in sustainability, KB Home has achieved one of the highest residential energy-efficiency ratings and delivered more ENERGY STAR® certified homes than any other builder, helping to lower the total cost of homeownership. For more information, visit kbhome.com.
For Further Information:
Craig LeMessurier, KB Home
925-580-1583
[email protected]
On July 24, 2026, Synaptics Inc (SYNA) shares fell 3.9% today, closing at $113.00. This decline is notable, especially considering the stock's 52-week range of
Integrated Dual-Clutch Transmission (DCT) system targets motorcycle and four-wheeled vehicle applications above 500 cc Technology improves fuel economy and enhances the riding experience BorgWarner upgrades from key component supplier to systems solution provider , /PRNewswire/ -- BorgWarner has secured a new DCT program with a Chinese motorcycle customer, with start of production planned for the third quarter of 2027. Under the program, BorgWarner will provide a systems solution that includes dual clutches, hydraulic control modules and clutch control software for two-wheeled motorcycles and four-wheeled vehicles with engine displacement above 500 cc.
As the motorcycle industry accelerates its shift toward automatic transmissions, DCT technology is increasingly gaining attention in the market. Compared with automated manual transmission (AMT) and continuously variable transmission (CVT) technologies, DCT offers smoother shifting and higher transmission efficiency, making it particularly suitable for larger-displacement performance motorcycles.
"Passenger car transmission technology provides a strong reference point for the evolution of motorcycle automatic transmissions, and we believe automatic transmission technology will continue to gain momentum in the motorcycle market," said Henk Vanthournout, Vice President of BorgWarner Inc. and President and General Manager, Drivetrain and Morse Systems. "With our proven DCT expertise and systems integration capabilities, BorgWarner is well positioned to support our Chinese motorcycle customer in bringing its DCT solution to production and advancing automatic transmission technology for motorcycle applications."
As a global leader in DCT technology, BorgWarner has delivered nearly 10 million passenger car DCT units, backed by proven engineering expertise and mature manufacturing capabilities. Leveraging this foundation, BorgWarner is well positioned to develop and launch a dedicated motorcycle DCT system that helps enhance the riding experience and improve fuel economy.
This program reflects BorgWarner's evolution from a key component supplier to a system-level solution provider. Through an integrated offering that combines hardware and software, BorgWarner will support the customer's continued growth in China while helping enable its expansion into Europe, North America and other overseas markets.
About BorgWarner
For more than 130 years, BorgWarner has been a transformative global product leader bringing successful mobility innovation to market. With a focus on sustainability, we're helping to build a cleaner, healthier, safer future for all.
Forward Looking Statements: This release may contain forward-looking statements as contemplated by the 1995 Private Securities Litigation Reform Act that are based on management's current outlook, expectations, estimates and projections. Words such as "anticipates," "believes," "continues," "could," "designed," "effect," "estimates," "evaluates," "expects," "forecasts," "goal," "guidance," "initiative," "intends," "may," "outlook," "plans," "potential," "predicts," "project," "pursue," "seek," "should," "target," "when," "will," "would," and variations of such words and similar expressions are intended to identify such forward-looking statements. Further, all statements, other than statements of historical fact, contained or incorporated by reference in this release that we expect or anticipate will or may occur in the future regarding our business strategy, goals, plans, references to future success and other such matters, are forward-looking statements. All forward-looking statements are based on assumptions and analyses made by us in light of our experience and our perception of historical trends, current conditions and expected future developments, as well as other factors we believe are appropriate under the circumstances. Forward-looking statements are not guarantees of performance, and the Company's actual results may differ materially from those expressed, projected or implied in or by the forward-looking statements.
You should not place undue reliance on these forward-looking statements, which speak only as of the date of this release. Forward-looking statements are subject to risks and uncertainties, many of which are difficult to predict and generally beyond our control, that could cause actual results to differ materially from those expressed, projected or implied in or by the forward-looking statements. These risks and uncertainties, among others, include: the possibility that our dual-clutch transmission programs will not achieve its intended benefits; the supply disruptions impacting us or our customers, commodity availability and pricing; competitive challenges from existing and new competitors, including original equipment manufacturer ("OEM") customers; the challenges associated with rapidly changing technologies, including artificial intelligence, and our ability to innovate in response; potential future changes in laws and regulations, including, by way of example, taxes and tariffs, in the countries in which we operate; potential disruptions in the global economy caused by wars or other geopolitical conflicts; our dependence on automotive and truck production, which is highly cyclical and subject to disruptions; our reliance on major OEM customers; impacts of any future strikes involving any of our OEM customers and any actions such OEM customers take in response; fluctuations in interest rates and foreign currency exchange rates; our dependence on information systems; the uncertainty of the global economic environment; the uncertainty surrounding global trade policies, including tariffs and export restrictions, and their impacts on the Company, its customers and its suppliers; the outcome of existing of any future legal proceedings, including litigation with respect to various claims, or governmental investigations, including related litigation; impacts from any potential future acquisition or disposition transaction; and the other risks discussed in reports that we file with the Securities and Exchange Commission, including in Item 1A, "Risk Factors" in our most recently-filed Annual Report on Form 10-K and/or Quarterly Report on Form 10-Q. We do not undertake any obligation to update or announce publicly any updates to or revisions to any of the forward-looking statements in this release to reflect any change in our expectations or any change in events, conditions, circumstances, or assumptions underlying the statements.
On July 24, 2026, Pegasystems Inc (PEGA) shares rose 3.1% today, closing at $26.84. This price is significantly lower than the stock's 52-week high of $68.10 an
On July 24, 2026, RingCentral Inc RNG shares rose 25.1% to a current price of $48.31. This significant uptick comes amidst a 52-week trading range of $23.59 to $50.14.
GF Value™ verdict: The current price of $48.31 is 25.4% above the GF Value™ of $38.53, indicating that the stock is overvalued.GF Score™: RingCentral has a GF Score™ of 73/100, which is considered above average, suggesting it has potential for higher long-term returns.Insider activity: Insiders sold $3.1 million worth of stock in the last 3 months, without any buying activity. Is RNG Overvalued or Undervalued? The current price of RingCentral Inc RNG at $48.31 is significantly above the GF Value™ estimate of $38.53, which means the stock is currently 25.4% overvalued. This overvaluation presents a potential risk for current shareholders, as the price may need to adjust to align more closely with its intrinsic value. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates.
The GF Valuation label indicates that RingCentral is "Modestly Overvalued," suggesting that while the stock has seen substantial price growth recently, caution is warranted regarding its sustainability. Investors should consider whether the current price accurately reflects the company’s future growth potential and profitability.
How Does RNG's Valuation Compare to Its History? Metric Current Historical P/E (TTM) 38.6x 57.5x Forward P/E 9.8x N/A Currently, RingCentral's P/E ratio (TTM) of 38.6x is 33% below its 5-year median P/E of 57.5x. Additionally, the forward P/E of 9.8x indicates a more favorable outlook for future earnings. This P/E analysis aligns with the GF Value™ verdict of the stock being overvalued, as the current valuation metrics suggest that while the stock price has increased, it may not be justified by its earnings potential.
What Does RNG's GF Score™ Tell Us? Metric Rating GF Score™ 73 Financial Strength 4/10 Profitability 4/10 Growth 6/10 Valuation 9/10 Momentum 9/10 The GF Score™ of 73/100 indicates that RingCentral is positioned above average in terms of overall performance potential. The strongest aspect of the score is its Valuation and Momentum ratings, both at 9/10, highlighting the company’s recent price movement and relative valuation compared to its own history. However, the weakest areas are Financial Strength and Profitability, both rated at 4/10, which may indicate underlying concerns about the sustainability of its financial health and profit margins moving forward.
What Are Insiders Doing with RNG Stock? In the last three months, insiders have sold $3.1 million in RingCentral shares, with no reported insider buying during this period. This selling activity may suggest that those with the most intimate knowledge of the company's operations are taking profits or expressing concerns about future performance. The lack of buying may also indicate that insiders do not see sufficient value at the current price levels, which could be a red flag for potential investors.
What This Means for Investors Based on the GF Value™ assessment, RingCentral Inc RNG is currently overvalued. With a significant premium over its intrinsic value, potential investors may want to exercise caution and look for more favorable entry points or evidence of sustainable growth before committing to the stock.
For the complete analysis, visit the RingCentral Inc RNG stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is RNG's GF Score™?
RingCentral has a GF Score™ of 73/100, indicating that it is positioned above average and has potential for higher long-term returns based on its fundamental aspects.
Is RNG overvalued or undervalued?
According to the GF Value™ assessment, RingCentral is overvalued, with its current price exceeding the intrinsic value estimate by 25.4%.
What is RNG's P/E ratio?
RingCentral's P/E (TTM) ratio is 38.6x, which is significantly below its 5-year median P/E of 57.5x, indicating that it may be trading at a more favorable valuation relative to its historical performance.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
On July 24, 2026, SkyWest Inc SKYW shares rose 7.7% to a current price of $103.66. This increase follows a week where shares gained 6.6%, and the stock has shown a positive trend over the past month with a 7.2% rise. However, over the last year, SKYW has decreased by 6.8%, highlighting some volatility in its price performance within a 52-week range of $77.89 to $123.94.
GF Value™ verdict: Current price is $103.66, which is 4.3% below the GF Value™ of $108.32.GF Score™ of 85/100 indicates a strong overall assessment of the company's fundamentals.No insider transactions have been reported in the last 3 months, signaling stability in insider confidence. Is SKYW Overvalued or Undervalued? The current price of SkyWest Inc SKYW at $103.66 is positioned 4.3% below its GF Value™ of $108.32, suggesting that the stock is undervalued. This margin of safety provides an opportunity for potential investors looking for value in their investments. GF Value™ is GuruFocus' proprietary measure of intrinsic value, calculated from historical trading multiples, past business growth, and future performance estimates. The GF Valuation label indicates that the stock is fairly valued, which aligns with the notion of undervaluation based on its current market price.
Although the stock is undervalued relative to its GF Value™, it is essential to consider the risks associated with market volatility and the company's financial metrics. Investors should remain cautious, as the stock has shown a decline over the past year, which may indicate underlying challenges that could affect future performance.
How Does SKYW's Valuation Compare to Its History? MetricCurrentHistorical P/E (TTM)10.3x13.6x Forward P/E9.5x- SkyWest's current P/E (TTM) of 10.3x is significantly below its 5-year median P/E of 13.6x, indicating that the stock is trading at a lower valuation compared to its historical averages. The forward P/E of 9.5x further emphasizes this trend. This analysis supports the GF Value™ verdict of undervaluation as SKYW's current valuation multiples suggest a favorable entry point when compared to its historical performance.
What Does SKYW's GF Score™ Tell Us? MetricRating GF Score™85 Financial Strength5/10 Profitability8/10 Growth8/10 Valuation10/10 Momentum5/10 The GF Score™ of 85/100 highlights a strong overall performance, particularly in the areas of profitability (8/10) and growth (8/10). However, the financial strength rating of 5/10 suggests that there may be concerns regarding the company's balance sheet or cash flow stability. The valuation rank of 10/10 indicates that the stock is currently attractively priced relative to its intrinsic value, affirming the opportunity presented by its current undervaluation.
What Are Insiders Doing with SKYW Stock? In the last three months, there have been no reported insider transactions for SkyWest Inc SKYW . This lack of activity may suggest that insiders are confident in the company's current strategy and performance, or it could reflect a period of stability without significant changes in ownership or expectations among executives. Investors often interpret insider activity as a signal of management's confidence; thus, the absence of transactions may indicate a cautious approach at this time.
What This Means for Investors Based on the analysis of the GF Value™, SkyWest Inc SKYW is currently undervalued, presenting potential opportunities for investors. However, the recent performance trends and the company's financial strength should be closely monitored as part of any investment decision-making process.
For the complete analysis, visit the SkyWest Inc SKYW stock page. You can also explore the GF Value™ page for detailed valuation methodology, or use the GuruFocus Stock Screener to find similar opportunities.
Frequently Asked Questions What is SKYW's GF Score™?
SKYW has a GF Score™ of 85/100, indicating strong fundamentals and potential for higher long-term returns.
Is SKYW overvalued or undervalued?
SKYW is currently undervalued with a GF Value™ of $108.32 compared to its market price of $103.66, representing a 4.3% margin.
What is SKYW's P/E ratio?
SKYW's P/E (TTM) ratio is 10.3x, which is 24% below its 5-year median P/E of 13.6x, indicating that the stock is trading at a lower valuation compared to its historical averages.
This stock alert was generated using automated technology and GuruFocus financial data to provide readers with timely and accurate market reporting. This content was reviewed by GuruFocus editorial team prior to publication. Please send any questions or comments about this story to [email protected].
Levi Strauss is poised for continued outperformance, driven by robust sales momentum and a compelling valuation. LEVI's Q2 beat-and-raise, fueled by accelerated marketing and strong comparable sales growth, underpins my reiterated buy rating. The company's focus on its core brand, high-teens growth in value-oriented segments, and ~60% gross margins support a bullish thesis.
On July 24, 2026, Ultra Clean Holdings Inc (UCTT) shares fell 7.8% to a current price of $92.75. The stock has experienced considerable volatility, with a 52-we
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.
Micron (MU -7.24%) and Sandisk (SNDK -10.79%) are two of the most popular investment options in the market right now. They both rocketed higher in the first half of 2026 but have since given back some of those gains and are now each down significantly from their all-time highs.
With Micron down 20% and Sandisk down over 30%, now could be your time to get in on these two memory chip giants before they rocket higher. But if you could only buy one of these, which one makes the most sense? Let's take a look.
Image source: Getty Images.
Micron operates in both segments of the memory chip market While memory chips are a broad description, there are really two primary types of memory utilized in data centers (the reason for the boom in memory chip demand). DRAM memory is used alongside computing units for rapid data access, while NAND memory is used for long-term storage in devices like solid-state drives (SSDs). Micron makes both NAND and DRAM memory, while Sandisk only makes NAND.
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Demand for each of these types of memory chips has been stable over the past year, and companies in both industries have struggled to meet demand from artificial intelligence (AI) hyperscalers. With increased data center expansion coming over the next few years, this bodes well for Micron's and Sandisk's futures.
There isn't a ton to separate one memory chip producer from another, so the product acts more like a commodity. When a commodity has a limited supply and high demand, the price skyrockets, and that's exactly what we're seeing with these two.
That also opens up a different fear for investors: cyclicity. Eventually, memory chip demand will fall, or supply will rise to a more reasonable level, leading to lower prices. If that occurs, all the revenue and profits Sandisk and Micron investors have come accustomed to could plummet, taking the stocks with them.
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As a result, the market may be a bit overcautious with these two, as nobody knows when the cycle will turn. However, Micron informed investors that they see memory chip market tightness persisting beyond 2027 -- leaving at least a year and a half of strong growth for these two. That makes them viable investments, but which is the better buy now?
Each is rapidly growing Both companies have seen their revenue and profits skyrocket over the past year, with Micron's growing at a faster pace overall than Sandisk's.
SNDK Revenue (Quarterly YoY Growth) data by YCharts
Micron's fiscal year (FY) wraps up in August, so utilizing next year's projections is a smart move for investors. From that standpoint, Wall Street analysts expect 81% revenue growth during FY 2027. Sandisk's fiscal year ended in June, and analysts estimate 154% revenue growth during FY 2027.
So, just because Micron has dominated the past few months doesn't mean Sandisk won't come roaring back. Still, each of these companies expects significant growth over the next few quarters, yet their stocks are trading at pretty low levels.
Sandisk trades for 7.5 times FY 2027 earnings, and Micron trades for 6.3 times FY 2027 earnings. The low prices suggest the market is skeptical of the long-term viability of the memory chip boom. Still, with industry experts calling for years of memory chip shortage, I think I'm OK taking a risk on these two, as the upside is immense if the long-term outlook is positive.
But between the two, I think Sandisk makes the most sense. It has a similarly low price to Micron but is expected to grow at a far faster rate. If I'm taking a chance on these two, it might as well be on the one with the higher growth rate projection. Still, I think Micron is an OK pick too -- it just may not see as great a return as Sandisk.
New York, New York--(Newsfile Corp. - July 24, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Futu Holdings Limited (NASDAQ: FUTU) between May 24, 2023 and May 27, 2026, inclusive (the "Class Period"), of the important August 25, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Futu securities 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 Futu class action, go to https://rosenlegal.com/cases/futu-holdings-limited/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 25, 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 materially false and misleading statements and/or failed to disclose that: (1) Futu was not in compliance with the requirements of the China Securities Regulatory Commission (the "CSRC"), including because Futu continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; (3) as a result of the foregoing, Futu's financial results were overstated; and (4) as a result of the foregoing, defendants' positive statements about Futu's business, operations, and prospects were materially misleading and/or lacked a reasonable basis. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Futu class action, go to https://rosenlegal.com/cases/futu-holdings-limited/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.
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Source: The Rosen Law Firm PA
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SummaryOscar Health has surged over 100% since April, dramatically outperforming the benchmark.Despite the rally, OSCR trades at about a forward P/S of 0.50, suggesting over 80% undervaluation versus the sector median.I maintain my Buy rating, anchored by continued revenue growth, margin expansion, and accelerating bottom-line performance.Elevated short interest reflects market skepticism, but structural concerns appear limited, and OSCR remains a compelling diversification play. PM Images/DigitalVision via Getty Images
Finally, it looks like my bullish take on Oscar Health (OSCR) is playing out the way I thought it would. The stock has appreciated by more than 100% since my previous coverage
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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 OSCR 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.
Shares of Apple (AAPL +3.52%) climbed to near record highs on Friday, as investors applauded the iPhone maker's relatively modest artificial intelligence (AI) investments.
Image source: The Motley Fool.
Apple's conservative strategy is looking smarter by the minute Hyperscalers and other tech giants are spending staggering sums to build out their artificial intelligence (AI) infrastructure networks. For just two examples, Amazon and Alphabet are planning to spend a stunning $200 billion each in 2026 alone.
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Investors are beginning to question whether these massive capital expenditures will produce the type of returns they've grown accustomed to. Moreover, fears are mounting that the AI boom could be expanding into a bubble. Bubbles eventually burst -- and often lead to a crash.
You don't always need to spend money to make money Rather than spending hundreds of billions of dollars in a futile attempt to keep pace with the latest AI advances, Apple is partnering with other AI leaders to bring the products of their massive spending to its customers.
Apple has partnered with Alphabet, Nvidia, and OpenAI to bolster the AI features on its iPhones and other devices. It's also working with Chinese internet giants Alibaba and Baidu to offer AI-powered services in China.
This collaborative approach is prudent and cost-efficient. In turn, savvy investors are beginning to appreciate Apple's AI strategy more each passing day.
Joe Tenebruso has positions in Amazon. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Baidu, and Nvidia. The Motley Fool recommends Alibaba Group. The Motley Fool has a disclosure policy.
