Revolution Medicines (RVMD +0.92%) spent most of its history as a publicly traded company -- that's since 2020 -- trading for less than $50 a share. The company offers a new approach to oncology treatment, aiming for targets once thought to be "undruggable." In recent months, Revolution has clearly demonstrated the potential of its technology and is rapidly approaching the finish line. So, it's no surprise that investors have been taking notice.
In fact, they've taken so much notice that the stock price has soared nearly 140% this year. This is amid positive late-stage clinical trial results and optimism about potential revenue ahead. Considering the full picture and after its triple-digit gain, is this hot biotech stock still a buy? Let's find out.
Image source: Getty Images.
Making the "undruggable" protein "druggable" We'll start off by taking a look at Revolution's technology and pipeline progress. The company focuses on treating cancers linked to the activity of RAS proteins. RAS proteins have generally been called "undruggable" because potential therapeutics can't bind to their surfaces. But Revolution, using its tri-complex inhibitor platform, has found a way, producing "druggable" sites -- the investigational therapeutics then go on to block cancer signaling.
Revolution is exploring its candidates in cancers in which RAS proteins play a key role, and the company recently reported solid results from a phase 3 trial of previously treated metastatic pancreatic cancer. Daraxonrasib delivered a survival rate of 13.2 months versus a survival rate of 6.7 months for patients treated with the standard care of chemotherapy.
The company said these results are considered final, and it's submitting them to support a request for regulatory review. Revolution is also advancing another candidate, zoldonrasib, in phase 3 trials for the same indication.
Revolution has phase 3 trials ongoing for daraxonrasib in non-small cell lung cancer, and zoldonrasib as a combination therapy with standard of care is entering phase 3.
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Results just ahead And the biotech company is conducting earlier-stage trials in colorectal cancer and aims to share results of these combination studies -- with standard of care or investigational approaches -- this year.
Meanwhile, Revolution doesn't yet have products on the market, so it isn't generating revenue -- and due to this period of heavy investment in research and development, the company's loss in the recent quarter doubled from the year-earlier period to more than $453 million. The cash position at $1.9 billion and the $2.1 billion in net proceeds from financing should help support ongoing R&D.
The company clearly has developed an interesting approach to cancer treatment and has made significant progress in pancreatic cancer -- a key area where better treatments are needed. The fact that the company's lead candidate is approaching the finish line is positive, too, as that suggests a revenue stream may be right around the corner. So, if all goes smoothly, Revolution could be very close to becoming a commercial-stage biotech. This could reduce risk as a potential regulatory nod represents a vote of confidence for the technology that's used throughout the pipeline -- and would open the door to revenue and eventually profit.
And speaking of the financial picture, it's not worrisome to see the company's R&D costs climb right now -- this is a standard pattern across biotech companies in the clinical development stage.
Now, let's consider whether the stock is a buy. If you're a cautious investor, it's best to focus on biotech players that already have at least one product on the market and either are profitable or have made steps toward profitability. Biotech companies that aren't yet commercial-stage represent a certain amount of risk.
But, if you're a growth investor who can handle this risk, Revolution, even after its big gain, represents a compelling buy. This is because the company has shown the strength of its technology and may be very close to potential product approval. A regulatory nod and revenue growth to follow could result in significant gains, and Revolution's strong pipeline could lead to more strength down the road. All of this means that, over time, the stock may have plenty of room to run.
Back in February, Uber announced ambitious plans to launch in seven new European markets in 2026 — but now the Financial Times reports that five of those launches are on hold. Country launches that have been paused include Austria, Norway, and Greece.
Uber seemed to confirm the decision to the FT, saying that recent launches in Finland and Denmark had been a “huge success,” so now it wants to “focus on continuing the momentum” in existing markets.
Another likely factor in the decision: Uber’s continuing efforts to acquire Delivery Hero, a European company that rejected Uber’s 10 billion euro takeover bid in May.
It seems Uber is still hoping to make the deal a reality. An industry source said that putting a pause on further expansion could help alleviate antitrust concerns around a potential acquisition, especially since Delivery Hero operates delivery services in several of the target countries.
Nvidia (NVDA 1.39%) has been the "go-to" artificial intelligence (AI) stock for a number of years. Since this tech giant is the No. 1 designer of AI chips, it's generated mind-boggling revenue growth that's reached record levels and proven itself to be a winner in the AI boom. So it's no surprise that investors have turned to the stock, pushing it to a gain of about 900% over the past five years.
But in the first half of this year, a shift took place. Investors rotated out of some of the biggest AI winners -- like Nvidia -- and picked up shares of AI stocks that hadn't yet gained as much. That movement helped fellow chip companies Advanced Micro Devices (AMD 4.60%) and Intel (INTC 5.61%) soar. Climbing 171% and 278%, respectively, in the first half, they crushed Nvidia. The AI chip giant advanced 7.2%, which is a pretty small gain for this stock.
Will AMD and Intel keep crushing Nvidia? Here's my prediction for the second half.
Image source: Getty Images.
The AI opportunity Before we get to my prediction, though, let's catch up on how these companies have approached the AI opportunity so far. Nvidia was the first to market with graphics processing units (GPUs) tailored to the needs of AI, allowing the company to build out its leadership here. Intel and AMD have traditionally been leaders in another type of processor: the central processing unit (CPU), the main processor in computers.
Intel has led here for years and holds more than 59% of total CPU market share, though AMD has gained ground, progressing from a low of about 17% back in 2016 to 38% today.
The GPU was the most relevant of the two chips during the early days of AI, driving the most important tasks such as the training of AI models. And that was fantastic news for Nvidia. AMD and Intel entered the GPU market later, and while AMD has successfully delivered growth here, Intel has experienced difficulty.
That said, Intel aims to turn this around and has taken key steps. The company appointed new chief executive officer Lip-Bu Tan a little over a year ago to drive the company's turnaround strategy and strengthen its position in the AI market, and investors like the progress so far and the good news that's emerged. The U.S. government took a 10% stake in Intel last summer, worth about $10 billion -- a sign of confidence that investors appreciated. In the latest quarter, Intel's revenue climbed 7%, and this was the sixth straight quarter of revenue that beat the company's expectations.
AMD and Intel skyrocket So, it's not surprising that AMD and Intel, which greatly lagged behind Nvidia from a stock performance perspective, saw their shares skyrocket in the first half of this year.
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Now, here's my prediction for the second half. I predict that Nvidia will outpace these rivals. And this is for two reasons: Nvidia's next goal and its valuation. I'll start with the goal, and this is to dominate the $200 billion CPU market -- a market where Nvidia has not been greatly present in the past. In fact, it's launching its first-ever stand-alone CPU this fall as part of the Vera Rubin platform. And at the same time, Nvidia is targeting the personal computing market with a superchip -- also set for fall release -- that includes a GPU and a CPU.
While it may be difficult for Nvidia to take complete leadership of the entire CPU market, I think the company could clearly dominate in the CPU market for data centers. Nvidia already forecasts $20 billion in stand-alone CPU sales this year. It's important to note that the CPU is the key chip needed to power agentic AI -- and agentic AI is expected to be the next AI growth driver. This involves the application of AI to real-world problems, with the agent taking problem-solving steps.
While Nvidia's potential CPU market leadership won't happen overnight, a successful launch of the Rubin platform and high demand could lead to positive stock performance for Nvidia in the second half.
Valuation could also push investors to favor Nvidia over AMD and Intel.
NVDA PE Ratio (Forward) data by YCharts
At about 22x forward earnings estimates, Nvidia looks dirt cheap, while the two chip peers look excessively expensive after their recent gains. All of this prompts me to predict that Nvidia, which saw a pause in its stock market momentum in recent months, may soar in the second half -- and crush AMD and Intel.
Earnings season brings out a lot of noise. Most of it is guesswork dressed up as analysis. But when Netflix (NFLX +4.77%) reports results for the second quarter of 2026 on July 16, there are three specific things I think could tell investors whether the next chapter of this company's growth story is actually playing out or just being promised.
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The advertising business is no longer a side project When Netflix first launched its ad-supported tier, the skeptics were loud. Ads felt off-brand for a company built on the idea of uninterrupted streaming. That conversation is over now.
Netflix's ad-supported tier reached 250 million global monthly active viewers as of its Upfront presentation in 2026, up from 190 million in late 2025. The company is on track to double its advertising revenue to $3 billion in 2026, after already doubling it to $1.5 billion in 2025. More than 80% of ad-tier members watch weekly, which is the kind of engagement stat that keeps advertisers coming back.
What I'll be watching on July 16 isn't the headline revenue number, but rather whether Netflix gives any updated signal on its path to $9 billion in ad revenue by 2030. That figure is the one that reframes how the market should think about this company's long-term earnings power. If management tightens that guidance or adds color on advertiser retention, this stock could move.
Image source: Getty Images.
Live sports is giving the ad business real leverage Netflix's live sports push isn't just about subscriber acquisition anymore. It's also an advertising play. The company is testing dynamic ad insertion technology with WWE programming and plans to roll it out across its NFL Christmas Day games. It also expanded NFL coverage in 2026 with an international regular-season game and added the Westminster Dog Show to its live events lineup.
Live programming changes the economics of streaming advertising because it's the one format where viewers don't skip and advertisers will pay a premium for it. Walt Disney and Comcast have known this for years through ESPN and NBC Sports. Netflix is now in that conversation in a way it wasn't 18 months ago. The Q2 report will be the first time investors can start to see whether live content is moving the needle on ad pricing.
The margin setup heading into the second half is underappreciated Netflix entered 2026 warning investors that content spending would be front-loaded into the first half of the year. The company reported a 32.3% operating margin in Q1 -- solid, but management guided for 32.6% in Q2. The full-year operating margin target is 31.5%.
Here's the math that I think matters: If content spend is weighted toward the first half and the company hits or exceeds its first-half margin targets, the back half of the year should show margin expansion. Netflix generated $12.25 billion in revenue in Q1, up 16% year over year. If that rate holds through Q2 while costs flatten in the second half, the operating leverage could be more visible than the current stock price reflects.
Netflix no longer reports quarterly membership numbers, which makes it harder to independently verify growth claims. And a business growing this fast attracts competitive pressure -- Amazon, Apple, and others are not sitting still. If ad revenue growth disappoints or management's second-half cost narrative doesn't hold, July 16 could go the other way.
The three catalysts above are real. But earnings are always a two-sided event, and Netflix has trained investors to expect a lot. What makes Netflix different to me this time around is that most of the streaming investments aren't just about the scale of content, but rather whether the company can keep finding new revenue layers inside a business most people thought was already mature. I think Netflix has that piece. That's a rare thing, and July 16 is a chance to see how much further it can go.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Amazon, Apple, Netflix, and Walt Disney. The Motley Fool recommends Comcast. The Motley Fool has a disclosure policy.
CVS Health: Managing Services and Revenue ShiftsCVS Health (CVS 0.09%) primarily generates revenue by offering health insurance, managing pharmacy benefit programs, and operating retail pharmacies across the country.
It received court approval to sell its Omnicare business to GenieRx, while it reported an approximately 3% net income margin for the quarter ended March 31, 2026.
UnitedHealth: Steady Scale and Operational AdjustmentsUnitedHealth (UNH 0.28%) provides health benefit plans for employers and individuals while delivering direct medical care and pharmacy management services.
It announced a phased reduction of prior authorization requirements for rural providers, and it generated an approximately 6% net income margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue serves as a straightforward measure of total sales volume before any expenses are deducted. This metric helps investors measure a company’s overall size, market footprint, and long-term trajectory.
Quarterly Revenue for CVS Health and UnitedHealthQuarter (Period End)CVS Health RevenueUnitedHealth RevenueQ2 2024 (June 2024)$91.2 billion$98.9 billionQ3 2024 (Sept. 2024)$95.4 billion$100.8 billionQ4 2024 (Dec. 2024)$97.7 billion$100.8 billionQ1 2025 (March 2025)$94.6 billion$109.6 billionQ2 2025 (June 2025)$98.9 billion$111.6 billionQ3 2025 (Sept. 2025)$102.9 billion$113.2 billionQ4 2025 (Dec. 2025)$105.7 billion$113.2 billionQ1 2026 (March 2026)$100.4 billion$111.7 billionData source: Company filings. Data as of June 23, 2026.
Foolish TakeIn comparing the revenue trends for CVS and UnitedHealth, it’s important to note that, while they operate in the healthcare sector, their business models are different. CVS relies substantially on retail sales through its 9,000 pharmacy locations. This segment produced $32 billion of the company’s $100.4 billion in first-quarter revenue. As is common for the retail sector, CVS sees its largest sales in the fourth quarter.
UnitedHealth concentrates on its health system comprised of clinics and health insurance coverage. It is exiting its non-U.S. businesses to focus on its core operations. Its year-over-year revenue growth is not as strong as CVS. In Q1, UnitedHealth’s $111.7 billion was a 2% increase over 2025.
CVS boasts the more robust sales growth. Its Q1 revenue represented a 6% year-over-year jump. It raised its full-year guidance, and UnitedHealth did as well, indicating both are anticipating a strong year ahead, and making them promising investments in the healthcare industry.
Robert Izquierdo has positions in CVS Health and UnitedHealth Group. The Motley Fool recommends CVS Health and UnitedHealth Group. The Motley Fool has a disclosure policy.
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid 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 Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/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 July 28, 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 litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/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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Zoetis has seen its valuation compress dramatically, now trading at just 12x trailing earnings after a 52% 12-month share price decline. Despite decelerating growth—Q1 2026 saw just 3% revenue growth—international and livestock segments are offsetting U.S. pet care weakness. Dividend growth remains robust, with a 12-year streak and a current yield of 2.8% backed by a solid payout ratio.
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California’s median household income landed at $100,600 in 2024, according to Census data compiled by the St. Louis Fed. That is the number a portfolio has to replace to hand a Golden State family the same paycheck without anyone clocking in. The wrinkle: California’s 2024 regional price parity was 110.7, meaning prices were about 10.7% above the national average. Replacing that income with dividends carries a built-in purchasing-power headwind.
The core equation: income target divided by yield equals the capital required before taxes. What changes across yield tiers is the risk, growth trajectory, tax treatment, and whether the check keeps up with California living costs over the next decade.
The Sleep-At-Night Tier: 3.5% to 4% At a 3.5% blended yield, replacing $100,600 requires roughly $2,874,000 in invested capital. This is the dividend growth lane. PepsiCo (NASDAQ:PEP | PEP Price Prediction) yields about 4% and just raised its payout for the 54th consecutive year, with a $1.48 quarterly dividend up from $1.4225. Johnson & Johnson (NYSE:JNJ) yields a leaner 2% but just delivered its 64th consecutive annual raise to $1.34 quarterly.
The tradeoff is capital-heavy but growth-rich. PepsiCo’s annual dividend climbed from $4.02 in 2020 to $5.62 in 2025, roughly a 40% raise in five years. That is how this tier beats the California cost-of-living treadmill.
The Middle Path: 5% to 6.5% At a 5% blend, the required capital drops to roughly $2,012,000. Push to 6.5% and the number falls to about $1,548,000. This tier is where net-lease REITs, gaming REITs, and pipeline partnerships live.
Realty Income (NYSE:O) yields about 5%, pays monthly, and just declared its 114th consecutive quarterly increase at an annualized $3.246 per share. Portfolio occupancy sits at 99%. VICI Properties (NYSE:VICI) yields almost 7% off a $1.783 payout backed by triple-net leases on Caesars Palace and MGM properties with 100% occupancy. Enterprise Products Partners (NYSE:EPD) yields near 6% on a $2.20 annualized distribution, though its K-1 tax form adds filing complexity in a high-tax state.
The tradeoff: growth slows. VICI’s quarterly dividend rose from $0.4325 to $0.45 over the past year, a mid-single-digit bump. Realty Income’s payout grew about 3% to 3.7% per its 2026 AFFO guide. That still edges past inflation, barely.
The High-Yield Tier: 8% and Above At 8.3%, the required capital collapses to roughly $1,212,000. Main Street Capital (NYSE:MAIN) is the archetype. Its regular monthly payout of $0.26 annualizes to $3.12, and four $0.30 supplementals per year add another $1.20, for a total of roughly $4.32 per share. Against a $52 stock price, that is a total yield near 8.3%.
The catch: BDC supplementals are tied to net investment income and portfolio performance, not contractual. Non-accruals sat at about 1% of the portfolio at fair value at quarter-end, which is healthy, but the extras can shrink in a credit downturn. The 10-year Treasury yields about 4.5% for comparison, so an 8% equity yield is nearly double the risk-free rate for a reason.
Why the Cheapest Portfolio Is Often the Worst Deal A 3.5% yield growing 8% per year doubles the income stream in nine years. A flat 8% yield stays exactly where it started. Nine years from now, that $100,600 California household budget needs to be closer to $130,000 just to hold ground against typical inflation. The high-yield portfolio funds today’s paycheck. The growth portfolio funds today’s paycheck and next decade’s.
California’s top marginal state rate reaches 13.3%, and MLP K-1s, REIT ordinary-income distributions, and BDC dividends are almost all taxed as ordinary income. Qualified dividends from PepsiCo or Johnson & Johnson get preferential federal treatment. That gap matters in Sacramento’s tax bracket.
Before Chasing Yield, Run These Three Numbers Calculate spending, not salary. California households often need to replace only 70% to 80% of their working income once payroll taxes, retirement contributions, commuting costs, and other job-related expenses disappear. Replacing $75,000 of actual spending requires far less capital than replacing a $100,600 paycheck. Compare total return, not just today’s yield. Run a simple ten-year spreadsheet comparing a 3.5% dividend-growth portfolio with an 8% high-yield portfolio, assuming dividends are reinvested. The higher-yield option often wins early, but the growth portfolio frequently catches and passes it over time. Model after-tax income. California’s 9.3% and 13.3% state tax brackets can change the ranking. Qualified dividends, REIT distributions, BDC dividends, and MLP distributions all receive different tax treatment, so the portfolio with the highest stated yield may not produce the most spendable income. Replacing California’s median household income with dividends is possible, but the cheapest portfolio is not always the one that leaves you in the strongest position ten or twenty years from now. The right choice depends on whether your priority is maximizing today’s income, protecting tomorrow’s purchasing power, or striking a balance between the two. For most investors, the real goal is not simply matching a paycheck. It is creating one that never requires punching a clock again.
Contact [email protected] for any questions or corrections.
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A retired couple’s grocery bill is one of the most inflation-sensitive lines in the household budget because it has to be paid every week, not once a year. The USDA’s moderate-cost food plan puts a two-person older household’s grocery cost in the neighborhood of $7,000 to more than $8,000 a year, depending on age and sex. Food is still getting more expensive, too: the BLS reported that the food index rose 3.1% over the 12 months ending in May 2026.
So the question worth asking is not just “how much capital covers groceries today,” but “how much covers them in 2046, after two more decades of food inflation?” That distinction reorders the whole conversation about yield.
The Number To Solve For For this exercise, use $7,200 a year, or $600 a month. That is a reasonable grocery target for some retired couples, though it is above the 2024 BLS average food-at-home spending of $5,251 for households age 65 or older and below some USDA moderate-cost estimates for older two-person households. The math is one division problem: target income divided by yield equals the capital needed. The interesting part is what each yield level costs you in growth, risk, and tax friction.
The 3% Tier: Most Capital, Quietest Sleep At a blended 3.5% yield, $7,200 a year requires roughly $205,700 in capital. This is the regulated-utility and dividend-growth bucket.
NextEra Energy (NYSE:NEE | NEE Price Prediction) recently yielded about 2.8%, with its quarterly dividend rising to $0.6232 in 2026. Southern Company (NYSE:SO) recently yielded about 3.1% after raising its quarterly dividend to $0.76 in 2026, and it reported first-quarter 2026 adjusted EPS of $1.32. Southern is also benefiting from large-load electricity demand, including data centers, though that growth comes with major capital-spending needs.
You need the most money in this tier, and you accept a starting yield below the recent 4.4% 10-year Treasury rate. In exchange, the goal is an income stream that grows over time, though dividend growth is never guaranteed.
The 5% Tier: Monthly Checks, Slower Growth At 6%, the same grocery bill is covered by $120,000. This is the REIT and higher-income equity range, though not every holding in this bucket actually reaches a 6% yield.
Realty Income (NYSE:O) recently yielded about 5.1%, paid a monthly dividend of $0.2705, and announced its 670th consecutive monthly dividend in April 2026. STAG Industrial (NYSE:STAG) recently yielded about 3.9% after raising its annual dividend rate to $1.55 and shifting from monthly to quarterly payments. STAG reported 95.1% total portfolio occupancy and 96.0% operating portfolio occupancy as of March 31, 2026.
Total return tells the cost, but it has to be measured carefully. A REIT with a higher current payout may lag a faster-growing utility over some periods, especially when interest rates rise and real estate valuations compress. You may get steadier income, but principal appreciation can be muted compared with lower-yielding dividend-growth stocks.
The Double-Digit Tier: Smallest Check, Biggest Catch At a 10% yield, $72,000 covers $7,200 a year. This is the BDC range.
Ares Capital (NASDAQ:ARCC) recently yielded about 10.6% on a $0.48 quarterly dividend. Its net asset value per share was $19.59 at March 31, 2026, down 1.8% for the quarter. Main Street Capital (NYSE:MAIN) declared regular monthly dividends of $0.265 per share for July, August, and September 2026, plus a $0.30 supplemental dividend payable in June.
The trade is direct: lowest upfront capital, less dependable dividend growth, and a NAV that can erode while you spend the distributions. That does not make BDCs unusable, but it does make them harder to rely on for a grocery bill that has to keep up with inflation.
The Inflation Math Most Retirees Miss NextEra’s dividend has grown sharply since 2023, while Ares Capital’s quarterly dividend has remained at $0.48 in recent declarations. If groceries inflate at 3% annually and your income stream does not, you are losing ground every year you live. A 2.8% yield growing 8% a year roughly doubles its income in about nine years. A 10.6% yield that does not grow stays exactly where it is, while the grocery bill keeps climbing.
Make the Grocery Check Last Pull six months of grocery receipts. USDA and BLS averages can be useful benchmarks, but they may overstate spending for some retirees and understate it for households in high-cost metros or with specific dietary needs. Your actual number changes the capital requirement materially. Compare 10-year total return, not just yield. Use the same start date, end date, and reinvestment assumption for every holding. A lower-yielding dividend grower can sometimes keep pace with a higher-yielding stock once price appreciation, dividend increases, and drawdowns are included. Match the holding to the account. Many REIT and BDC distributions are taxed as ordinary income rather than qualified dividends, while qualified dividends can receive lower capital gains tax rates. That often makes tax-advantaged accounts attractive for higher-yield holdings, but the right placement depends on the investor’s broader tax situation, withdrawal plan, and account mix. The Real Goal Is Inflation-Resistant Income A grocery portfolio is not just an income puzzle. It is an inflation puzzle. The highest yield can solve this year’s bill with the least capital, but it may leave the investor exposed if the payout stalls and food prices keep rising. The better test is whether the income stream can survive the next grocery cycle, the next rate cycle, and the next recession without forcing the retiree to sell principal at the wrong time.
Contact [email protected] for any questions or corrections.
WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of Insulet Corporation (NASDAQ: PODD) between February 21, 2025 and May 26, 2026, inclusive (the “Class Period”). 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 31, 2026.
SO WHAT: If you purchased Insulet 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 Insulet Corporation class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 31, 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. 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, defendants made false and/or misleading statements and/or failed to disclose that: (1) Insulet's manufacturing controls and procedures were defective; (2) the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Insulet class action, go to https://rosenlegal.com/cases/insulet-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
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Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
Why: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Commvault Systems, Inc. (NASDAQ: CVLT) between April 29, 2025 and January 26, 2026, inclusive (the "Class Period"), of the important July 17, 2026 lead plaintiff deadline.
So what: If you purchased Commvault 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 Commvault class action, go to https://rosenlegal.com/cases/commvault-systems-inc/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 July 17, 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, defendants provided overwhelmingly positive statements while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Commvault's ARR growth environment; pertinently, Commvault knew or recklessly disregarded that its ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Commvault class action, go to https://rosenlegal.com/cases/commvault-systems-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827
[email protected]
www.rosenlegal.com
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Calix, Inc. (NYSE: CALX) between January 28, 2026 and April 21, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Calix 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 Calix class action, go to https://rosenlegal.com/cases/calix-inc/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 July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Calix's first quarter margins had significantly benefited from advanced purchasing of memory components; (2) Calix's advanced supply of memory components was dwindling; (3) as a result, Calix was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and (4) as a result of the foregoing, defendants' positive statements about Calix's margins, 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 Calix class action, go to https://rosenlegal.com/cases/calix-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303846
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
Two companies that agree on almost nothing closed Thursday agreeing on exactly one thing: what they're worth. Meta Platforms (META 4.80%) and Tesla (TSLA 7.35%) each ended the week at a market value of about $1.48 trillion.
Meta got there by falling. Its shares sit about 27% below their 52-week high, including a 4.9% slide on Thursday alone, as investors fret over its swelling spending plans and what artificial intelligence (AI) chatbots and agents could mean for its advertising machine. Tesla got there by falling, too -- about 21% below its high -- but on the same day it reported second-quarter deliveries up about 25% year over year.
Same price tag, very different businesses. Which one wins from here?
Image source: Getty Images.
Meta's first quarter made the bear case harder to hold. Revenue rose 33% year over year to $56.31 billion, and the growth came from both levers of the social media giant's ad business: impressions climbed 19% while the average price per ad rose 12%. About 3.56 billion people used its apps daily in March, up 4% from a year earlier -- a figure that dipped slightly from the prior quarter on internet disruptions in Iran and a WhatsApp restriction in Russia, offering a reminder of how much of the planet this network already covers.
Meta's profits remain impressive, too. The social network's operating income rose 30% to $22.9 billion, holding the company's operating margin at a staggering 41%. Reported earnings per share of $10.44 were aided by an $8.03 billion one-time income tax benefit, but even stripping that out, earnings per share grew by double digits.
Meanwhile, the bear case for the stock is about the bill. Meta raised its 2026 capital expenditure outlook to $125 billion to $145 billion, citing pricier components and additional data center costs. Total costs already grew 35% last quarter, faster than revenue -- an early hint of that spending reaching the income statement.
But at about 19 times forward earnings, much of that worry appears to be priced in already.
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Tesla: the case at $1.48 trillion Tesla's recent news flow looks better than its stock. The company delivered 480,126 vehicles in the second quarter, its strongest second-quarter volume in years -- and the market sold the report anyway, sending the shares down 7.5% in a day.
The reason for this disconnect probably lies in the income statement. In the first quarter, Tesla's revenue grew 16% year over year while it posted a 4.2% operating margin, and the company has earned just $1.10 per share over the past 12 months. And even on analysts' consensus forecast for earnings per share over the next 12 months, the stock trades above 200 times -- about 10 times Meta's forward multiple.
What that price buys is the future: an autonomy business that took a visible step on Friday, when Tesla's robotaxi service began carrying riders in Miami, its first market outside Texas and California. The expansion cadence is encouraging. But the revenue from it, for now, is not disclosed and almost certainly small.
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Which one wins from here? Given Tesla's low earnings today, its stock is clearly priced almost entirely on future expectations, while Meta's is based on the strong profits it's already producing.
Meta produced $22.9 billion of operating income in a single quarter. And Meta's 33% revenue growth rate is double what Tesla's revenue managed in its most recent reported quarter.
For the same $1.48 trillion, one stock offers 33% revenue growth at about 19 times forward earnings. The other offers 16% growth at more than 200 times, plus a claim on robotaxis and humanoid robots whose economics one can only speculate about.
So, which stock do I think will outperform from here?
Meta.
Sure, we can't completely rule out the possibility that Tesla ends up winning over the long haul. If its Robotaxi business morphs into a high-margin operation and it scales humanoid robots profitably, profits could soar, and the stock could benefit. But the value proposition for Meta stock simply asks investors to believe a business already growing 33% keeps executing.
When two businesses are priced the same, I'd rather own the one whose results, not ambitions, carry the price -- especially when the underlying earnings are this far apart. With that said, I'd revisit that view if Tesla starts publishing robotaxi economics that support the excitement -- or if Meta's spending stops showing up as growth.
Nike (NKE +2.39%) desperately wants to get back in shape financially, but its "Win Now" turnaround campaign is being held back for one main reason: China. While the retailer's fourth-quarter results actually beat Wall Street's expectations, revenue in Greater China fell a whopping 17% in the quarter and 13% in fiscal year 2026.
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44.09
"Win Now" is, however, showing signs that it's beginning to work in other capacities. Nike's running business has grown by double digits for five consecutive quarters. Nike is also rebuilding its wholesale relationships.
Wholesale revenue grew 4% year over year in the fourth quarter. Nike Running also gained market share in both Western Europe and North America. The brand also believes margin expansion could begin this quarter, earlier than the company's original projection.
Image source: The Motley Fool.
China remains Nike's biggest challenge. There's increasing competition within the country, and consumers there have shifted preferences. It doesn't seem like Nike has a real answer to this significant headwind yet.
Shares of Nike are down almost 31% this year and over 72% in the past five years. Investors hoping for a turnaround will, unfortunately, need even more patience as CEO Elliott Hill and his team navigate a tricky global market.
I still believe Nike will make its comeback, but it won't be easy against a defiant Chinese market. Nike needs a stronger strategy in China, as the brand has lost its prestige and cool factor in the market. Current and prospective investors should recognize that this will be a multiyear effort and that the turnaround of a massive global brand will be slower than expected.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nike. The Motley Fool has a disclosure policy.
Even with its impressive 740% return over the past 12 months, some analysts believe Micron Technology (MU 5.68%) could still go higher. Three analysts recently raised their price targets for the stock to $1,500, representing a 45% increase from its current price, as of this writing.
Here's why this bull case for Micron stock is rooted in reality and why now could be a good time to buy shares despite their recent volatility.
Image source: Getty Images.
Here's why Micron has a chance of reaching $1,500 Investors have been wondering when the boom in artificial intelligence (AI) might fizzle out and if some stocks are currently in an AI bubble. And while some are certainly benefiting from the technology without having a strong foundation in it, that's not the case for Micron.
Consider the huge AI supercycle currently underway, which is driving sales of its memory processors. This year alone, some of the leading technology companies will have $750 billion in capital expenditures, mostly for AI.
That's a huge amount of AI spending, and it may not slow down anytime soon. Alphabet has already said it will spend up to $190 billion this year and added, "And next year, we expect it to significantly increase compared to 2026."
All of this spending is doing two very important things for Micron: It's driving huge sales of its memory chips and causing its processor prices to skyrocket due to demand.
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The results speak for themselves. Sales rose 345% in the 2026 third quarter to $41.5 billion, and adjusted earnings per share spiked more than 1,300% to $24.67 in the quarter. Management said recently that the run rate for its data center revenue (where sales of its memory chips live) is $100 billion for 2026.
In short, demand is high, allowing Micron to charge more for its memory processors and resulting in skyrocketing profits. So when analysts and investors look at the current data center boom and the company's soaring profits from it, it's not hard to imagine investors continuing to drive up its share price as AI infrastructure investments continue.
Some volatility is inevitable along the way The stock could reach $1,500, but it's also worth noting that some investors are questioning some of the AI spending from tech companies, which has led to market volatility.
Micron stock isn't immune to this, and some investors were disappointed when management didn't raise its full-year AI chip guidance recently, prompting some to sell. If investors continue to take an overly skeptical view of AI spending, it could impact the company's share price in the short term.
But Micron is highly profitable, its sales are expanding, and it's benefiting from a unique demand environment for its memory processors that could last for the next few years. When you add it all together, it's not unrealistic to think the stock could reach $1,500.
Strong financial results don't always translate into share price appreciation, and no one knows this better than MercadoLibre (MELI +1.27%) and Walmart (WMT +2.77%). Both stocks have frustrated investors this year. Market worries and short-term pressures, including tariffs and inflation, have overshadowed the strong fundamentals of both companies.
The question now is, amid this pullback, which stock is the better buy?
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Walmart's first-quarter fiscal 2027 (ended April 30, 2026) revenue grew a little more than 7% year over year. More impressively, Walmart's global advertising business grew 37%, while e-commerce jumped up 26%. Walmart reported negative free cash flow of $1.9 billion, largely due to ongoing investments in automation and technology.
Image source: The Motley Fool.
MercadoLibre's revenue skyrocketed 49% year over year in its fiscal 2026 Q1, but operating margins fell as the company invested heavily in logistics. Growth is so strong across all of MercadoLibre's markets that the company justified its higher operating costs by stating in the quarterly letter to shareholders, "When your business is behaving like this, we believe the right response is not to harvest -- it is to invest."
MercadoLibre's fintech arm, Mercado Pago, is where the greatest growth opportunity lies. The company's credit portfolio reached $14.6 billion, an 87% year-over-year increase as of the latest quarter. Assets under management also hit $20 billion, a 77% jump from the year prior.
There are challenges, as MercadoLibre operates in emerging markets with limited digital commerce and banking infrastructure. The company also has to deal with regulatory obstacles in each Latin American country.
Which stock you should buy depends on your objectives. If it's long-term growth you're looking for, MercadoLibre is the clear winner. The omnichannel giant is expanding rapidly across Latin America in both e-commerce and fintech.
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1764.31
Walmart, while still trading at a premium, is the more reliable and steady bet. Both stocks have their place in various portfolios. Still, if I'm looking at this through a purely growth lens, MercadoLibre has an incredible opportunity in emerging markets.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends MercadoLibre and Walmart. The Motley Fool has a disclosure policy.
NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers and acquirers of Insulet Corporation (NASDAQ: PODD) securities between February 21, 2025 and May 26, 2026, inclusive (the “Class Period”). Insulet develops, manufactures, and sells insulin delivery systems.For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653.The Allegations: Rosen Law Firm is Investigating the Allegat.
ComEd crews are entering the final stretch of restoration efforts after four rounds of severe weather swept across northern Illinois beginning Thursday night,
There are plenty of artificial intelligence (AI) stocks grabbing investors' attention these days, and many of them are semiconductor designers and manufacturers. But while the AI data center boom is driving many chip stocks higher, there are other ways to play the artificial intelligence supercycle.
Arista Networks (ANET 3.78%) is a prime example. The company's networking equipment and software help the biggest tech companies run their AI data centers -- and it could benefit from infrastructure spending for years to come.
Image source: Getty Images.
Why Arista stands out in the AI crowd Arista Networks sells data center networking hardware and software that enables tech companies to manage their data center systems. That's become a very good business to be in, considering that the largest technology players are spending an estimated $750 billion on AI infrastructure this year alone.
While Arista has most of its business tied to a handful of large companies -- including Microsoft and Meta -- it's somewhat protected from this concentration. Once a company begins using Arista's hardware and software, it becomes difficult to switch. AI data center systems are complex and costly, and hardware and software upgrades are expensive.
What's more, most of its customers don't want to switch, with independent data showing that 94% of them are strongly positive about Arista.
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Arista is in great financial shape Arista reported its first-quarter 2026 results in May, and investors were initially disappointed by the management's gross margin guidance of between 62% to 64% for 2026. Arista's gross margins for 2025 were 64.1%, but investors were hoping they would expand further.
The slight margin decline comes as memory prices have skyrocketed over the past few years due to a supply shortage driven by AI data centers. Arista uses memory in its hardware systems, so it's feeling the pricing pressure too. It's worth noting that this isn't an Arista-specific issue. Apple just raised prices on many of its devices due to rising memory costs.
The bigger picture -- and what potential investors should focus on -- is how Arista is benefiting from surging AI data center demand. The company's sales jumped 35% to $2.7 billion in the first quarter, and non-GAAP (generally accepted accounting principles) earnings per share rose nearly 32% to $0.87.
What's more, Arista has no debt, it generated $1.64 billion in free cash flow in the first quarter, and management expects sales to rise 28% in 2026 to $11.5 billion.
In short, Arista is in great financial shape and continues to benefit from a rapidly expanding AI market.
If there's one concern for potential buyers of Arista Networks, it's that its stock currently has a trailing price-to-earnings (P/E) ratio of 56, above the tech sector average of about 41.
But with strong sales and earnings growth, high gross margins, and strong free cash flow, there's little to worry about with Arista.
Chris Neiger has positions in Apple. The Motley Fool has positions in and recommends Apple, Arista Networks, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
E.l.f. Beauty (ELF 2.96%) stock soared 32% in June, according to data provided by S&P Global Market Intelligence. Since it has high exposure to tariffs, it's benefiting from tariff refunds. It also announced a new product line that opens up its addressable market.
Not your grandmother's makeup E.l.f. has disrupted the traditional mass-market cosmetics industry with its faux-luxury products that are eco-friendly and a marketing strategy that's social-media literate. It's growing quickly, and it has already displaced some legacy products as the no. 1 product in several categories.
In the 2026 fiscal fourth quarter (ended March 31), sales increased 35% year over year to $449 million. However, Investors have been worried about its high exposure to tariffs, which have been weighing heavily on its margins. The tariff rate in fiscal 2026 was 55%, more than double the previous year. Gross margin increased 1.3 percentage points in the fourth quarter to 73%, but it came from price hikes, which it's had to implement to offset the negative impact of tariffs. However, the company is working on getting a $58.5 million refund.
Image source: Getty Images.
Otherwise, much is going right. The company changed its growth strategy last year when it acquired the luxury brand Rhode, founded by model Hailey Bieber. The cult favorite has been a massive hit, and it adds new growth potential for e.l.f.
In June, it also announced that it's entering the hair care category, with a six-product line. A pilot run received 96% positive sentiment on social media channels, and 65% of buyers were new to e.l.f.
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There's a good chance that this effort will capture market share. E.l.f.'s makeup line gained 9.2 percentage points in dollar share rank over the past seven years, the most of any brand by far, according to Nielsen, and its skincare line went from no. 25 in 2021 to no. 11 in 2026.
Is the market loving e.l.f. again? Even with this increase, e.l.f. stock is about flat year to date and 65% off its all-time high. It trades at a P/E ratio of 171, but that's misleading, since the net loss accounted for the Rhode acquisition. It trades at only 20 times forward, 1-year earnings.
Patient investors who have a long-term horizon can feel comfortable starting a position in e.l.f. stock right now. As it keeps growing and launching new products, it should reward investors over time.
Space Exploration Technologies (SPCX +2.69%) is testing how much investors are willing to pay for a company that controls valuable space infrastructure.
SpaceX currently trades at a very rich valuation of nearly 82 times trailing 12-month sales. The stock's sharp rise after the IPO, followed by a pullback, suggests investors are still trying to decide how much of SpaceX's long-term opportunity is already reflected in its valuation.
Image source: Getty Images.
Starlink and Starship are the key growth catalysts Starlink satellite internet is the clearest reason for SpaceX's premium valuation. The company's connectivity business, driven mainly by Starlink, generated $11.4 billion in revenue and $4.4 billion in operating income in 2025. Starlink also had about 10.3 million users across 9,600 satellites at the end of the first quarter of 2026. Unlike launch sales, which can be lumpy, Starlink gives SpaceX a profitable recurring revenue engine, global reach, and a direct customer relationship.
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SpaceX's next-generation reusable rocket system, Starship, is expected to carry 100 metric tons to orbit. This will give the company far greater capacity to launch larger Starlink satellites, expanding the network faster and at lower cost. The larger next-generation Starlink satellites are designed to support more than 10 times the internet download capacity of the smaller V2 satellites SpaceX currently launches on its Falcon 9 rocket system.
What could $1,000 become by 2031? SpaceX is also spending heavily on artificial intelligence (AI) infrastructure. The company's AI business posted an operating loss of $6.4 billion, accounting for nearly 61% of its $20.7 billion in capital spending in 2025.
So, for SpaceX to justify its premium valuation, Starlink must keep growing, Starship must make satellite deployment cheaper, and AI infrastructure must eventually become profitable.
Since 2023, Nvidia's price-to-sales ratio has stayed mostly above 20 times. SpaceX is not Nvidia, but if investors keep viewing it as a leader in low-Earth-orbit connectivity and launch infrastructure, 18 to 25 times sales multiple could be a defensible five-year estimate.
Analysts expect SpaceX to generate about $224.8 billion of revenue in 2031. This may prove conservative, considering that CEO Elon Musk expects revenue to reach $1 trillion by 2031. Goldman Sachs and Morgan Stanley expect SpaceX's revenue to be $470 billion and $330 billion, respectively, in 2030.
If SpaceX reaches the 2031 revenue estimate and trades at around 11 times sales, its market capitalization would be around $2.47 trillion. This cautious valuation is close to Rocket Lab's sales multiple at the end of 2023, before investor enthusiasm for vertically integrated space platforms pushed the stock much higher.
Based on roughly 13.1 billion shares outstanding, that would imply a share price near $188, turning a $1,000 investment at about $170.80 per share (as of June 30, 2026) into roughly $1,100. At 18 times sales, SpaceX would be valued at about $4.05 trillion, implying a share price near $307 and a $1,000 investment value of roughly $1,797. At 25 times sales, SpaceX would be worth about $5.62 trillion, implying a share price near $427 and a $1,000 investment value of roughly $2,499.
Hence, $1,000 invested in SpaceX today could grow to about $1,100 to $2,499, depending on whether investors apply a cautious premium valuation or a category-leader multiple.
A year ago, Alphabet (GOOG 0.48%)(GOOGL 0.23%) traded under $180 per share and carried a market value less than half of today's. As of this writing, the stock sits at about $360 -- a clean double in 12 months, achieved by a company that was already one of the largest in the world when the run began.
A move like that leaves two groups of investors uneasy: those who own the stock and wonder whether to take profits, and those who don't and wonder whether they missed it. With shares about 12% below their 52-week high after an early July wobble in artificial intelligence (AI) trades, the question is worth asking properly. Is it too late to buy?
Image source: Getty Images.
It's not just the stock that's soaring The important thing about Alphabet's run is that it wasn't only the stock that soared. The earnings power underneath it transformed, too.
In the first quarter of 2026, Alphabet's revenue rose 22% year over year to $109.9 billion -- the company's 11th consecutive quarter of double-digit growth. Profits came with one caveat: earnings per share soared 82%, but a large slice of that jump reflected unrealized investment gains rather than operations. The cleaner signal was operating income, which rose 30% as operating margin expanded 2 percentage points to 36.1%.
The main engine behind the stock's run, however, is Google Cloud.
"Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion," said CEO Sundar Pichai in the company's first-quarter earnings release.
A backlog isn't guaranteed revenue, and converting it will take years. But it gives Alphabet's growth a visibility few businesses this size can claim -- customers have effectively reserved hundreds of billions of dollars of cloud computing and AI infrastructure work in advance.
The quarter also showed a strong consumer business. Alphabet said paid subscriptions, led by YouTube and Google One, have reached 350 million -- and management called it the company's strongest quarter ever for its consumer AI plans.
And the core business has seen impressive momentum, too. Google Search and other revenue grew 19% last quarter, quieting the fear that hung over the stock through 2025 -- that AI chatbots would erode search advertising. So far, the opposite appears true, with search usage climbing alongside the new AI features.
Is there still room? A doubled stock naturally raises the suspicion that the price ran ahead of the business. The numbers, however, suggest something more balanced is happening. At about 26 times forward earnings, Alphabet trades near the valuation multiples many slower-growing defensive names command -- while compounding revenue at a 20%-plus rate. That isn't cheap in absolute terms, because nothing growing this fast is. But it's far from the valuations attached to the market's more speculative AI names.
Still, buyers today should keep three risks in view.
First, the growth requires staggering investment. Alphabet has lifted its planned 2026 capital spending to as much as $190 billion, and management expects the figure to rise significantly again in 2027. Returns on that capital could take years to prove out.
Second, the bar is high. After cloud revenue accelerated significantly in Q1 to an impressive 63% year-over-year rate, investors will likely expect further acceleration throughout the year. And the same cloud backlog that gives investors visibility also means they have high expectations.
Third, a stock that doubles in a year can retrace sharply on sentiment alone. Alphabet's own 12% slide from its high in recent weeks is a mild preview of what a broader AI-spending scare could do.
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So, is it too late?
I don't think so -- with an adjustment to expectations. The next double will almost certainly take far longer than 12 months, because the market has already repriced Alphabet from doubted search company to AI infrastructure leader. What remains is the slower, steadier compounding of a dominant business still growing faster than almost anything else its size.
For investors who watched the run from the sidelines, Alphabet, at 26 times forward earnings with accelerating growth, arguably beats most defensive names trading at similar multiples with single-digit growth. Starting a position here and building it gradually -- in case the AI trade's summer volatility offers better prices -- still looks reasonable for a long-term portfolio. The stock's rerating is likely over. But the compounding probably isn't.
Many energy stocks rallied this year as the Middle East conflict drove up oil prices and the power-hungry cloud and AI markets gobbled up massive amounts of power. However, one former market darling that didn't participate in that rally was Vistra (VST 1.44%), the top power generation and retail electricity provider in the United States.
Vistra's stock has declined about 6% year to date and nearly 20% over the past 12 months. Let's see why many investors shunned Vistra -- and why it might be a compelling buy.
Image source: Getty Images.
Why did Vistra's rally end? Vistra owns a wide range of natural gas, nuclear, coal, solar, and battery energy storage facilities. Its retail subsidiaries -- including TXU Energy, Dynegy, Homefield Energy, Ambit, and other regional leaders -- sell electricity to roughly five million customers.
Vistra's stock hit an all-time high of $217.02 on Sept. 22, 2025. That marked a 556% gain over its previous two years. At the time, the AI market's explosive growth generated strong tailwinds for its electrification business, and it was rerated as an AI infrastructure stock.
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$
150.95
But as of this writing, Vistra's stock trades at about $150. Two challenges weighed down its stock. First, PJM Interconnection, which manages the power grid across the Mid-Atlantic and parts of the Midwest, proposed new rules to cap electricity capacity prices. Second, Vistra decided to shut down a major portion of its Moss Landing battery storage facility, which suffered a series of fires in early 2025, rather than recommission the damaged plants.
Why is Vistra still a reliable long-term investment? Those headwinds made Vistra less appealing, but it's weathered plenty of regulatory challenges and plant outages (including the Texas winter storm of 2021) since its 2017 IPO. It's also still locked into major data center deals with Meta (META 4.80%) and Amazon (AMZN +0.55%).
From 2025 to 2028, analysts still expect its revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) to grow at CAGRs of 15% and 16%, respectively. With an enterprise value of $70.7 billion, Vistra trades at just three times this year's revenue and ten times this year's adjusted EBITDA.
Those lower valuations indicate it's shed the "AI premium" it gained after striking multi-billion dollar deals with Meta and Amazon, but that makes it an even more compelling buy today. Its forward yield of 0.6% might seem paltry, but its low payout ratio of 15% gives it plenty of room for future dividend hikes. It's also bought back 30% of its shares over the past five years. Therefore, if you're looking for a reliable energy stock that gives you plenty of exposure to the booming AI market, Vistra checks all the right boxes.
Leo Sun has positions in Amazon and Meta Platforms. The Motley Fool has positions in and recommends Amazon, Meta Platforms, and Vistra. The Motley Fool has a disclosure policy.
These may be the last days of Amazon’s Mechanical Turk.
An announcement on the Mechanical Turk website says that on July 30, 2026, the crowdsourcing service will close to new customers. Amazon Web Services says the decision was made after “careful consideration,” adding, “Existing customers can continue to use the service as normal. AWS continues to invest in security and availability improvements for Mechanical Turk, but we do not plan to introduce new features.”
In other words, Amazon isn’t completely pulling the plug, but the service is very much on life support.
First launched in 2005, Mechanical Turk was a marketplace where people were paid tiny amounts to perform simple tasks that resisted full automation — things like completing CAPTCHA challenges or identifying the basic sentiment in a sentence.
In its heyday, the service was at the center of debates around the ethics of crowdsourced labor, and it even played a small role in the early stages of the Facebook-Cambridge Analytica scandal.
Beginning in 2018, Amazon also began billing it as a way for companies to annotate data to train neural networks as part of its SageMaker AI service.
Less overtly, Mechanical Turk has also been described as the hidden enabler for companies taking a fake-it-till-you-make-it approach to AI, where products marketed as Ai are actually being performed by the Mechanical Turk workforce — all the more fitting since the original Mechanical Turk was itself a hoax, with a hidden human chess player pretending to be a chess-playing machine
Over time, the relationship between Mechanical Turk and AI models grew even more complicated. In a snake-eating-its-own-tail irony, a 2023 analysis found that between 33% and 46% of workers on the platform were using large language models to complete their tasks, raising questions about the reliability of data annotated on the platform and also about whether humans needed to be in the loop at all.
This week, after Amazon’s decision became public, one Reddit user suggested the platform died “years ago,” with workers and researchers abandoning it due to bots and fraud. The user predicted, “Someone at Amazon is going to decide keeping the Mturk servers running is a waste of time and resources and pull the plug entirely.”
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Anthony Ha is TechCrunch’s weekend editor. Previously, he worked as a tech reporter at Adweek, a senior editor at VentureBeat, a local government reporter at the Hollister Free Lance, and vice president of content at a VC firm. He lives in New York City.
You can contact or verify outreach from Anthony by emailing [email protected].
A few days ago, Microsoft (MSFT +1.69%) stock dropped to a 52-week low of about $353. While the stock has rebounded from that level, it's still at a fairly low price point compared to where it has traded over the past year. For the latter half of 2025, Microsoft's stock was in the low- to mid-$500 range, giving investors a major investment opportunity if it can return to all-time highs in the near future.
If you're a long-term investor, I think Microsoft represents one of the most compelling investment opportunities in the entire market. It's well-positioned and cheaply priced, making it a no-brainer buy right now.
Image source: Getty Images.
Microsoft is now cheaper than the broader market Microsoft hardly needs an introduction as a business, as it's a sprawling company that is heavily involved in the tech world. The biggest focus the market has is its artificial intelligence (AI) strategy, which appears to be working out.
Today's Change
(
1.69
%) $
6.51
Current Price
$
390.79
Microsoft's strategy is two-fold. First, it's integrating AI tools into its existing business productivity software via Copilot. Second, it is operating a neutral cloud computing platform that offers multiple generative AI models to use in applications. Its AI business grew its annual recurring revenue at a 123% pace to $37 billion during its latest quarter, and its cloud computing division grew at a 40% pace. Both of those data points make it seem like Microsoft's AI strategy is working out exactly as planned, but the stock market isn't buying what Microsoft is selling.
With Microsoft's major downturn, it now trades for a cheap price tag from a forward earnings perspective.
MSFT PE Ratio (Forward) data by YCharts.
At 19.3 times forward earnings, it's cheaper than the S&P 500, which trades for 21.5. Microsoft has a great track record of strong execution and is growing at a faster-than-market pace, so this discount doesn't seem to make a ton of sense, and conveys that the stock is undervalued.
Another valuation metric I like to use when assessing AI hyperscalers like Microsoft compared to historical levels is the price-to-cash from operations ratio. This looks at how much cash Microsoft is generating and values it versus its market capitalization. From this standpoint, it has been nearly a decade since Microsoft was this cheap.
MSFT Price to CFO Per Share (TTM) data by YCharts.
That tells me that the market is drastically mispricing Microsoft's stock, and now is the perfect time to buy shares.
Keithen Drury has positions in Microsoft. The Motley Fool has positions in and recommends Microsoft. The Motley Fool has a disclosure policy.
It's been a strangely rough year for Microsoft (MSFT +1.69%) shareholders. Oh, it's not been a surprise. Most investors are now second-guessing the value of jaw-droppingly steep investments in artificial intelligence. As one of the proverbial poster children for the AI revolution, what was so bullish for this ticker beginning in 2023 turned into a liability late last year.
Indeed, shares of the software giant are now down more than 30% from their October peak. If there were ever a reversal brewing, though, this is it.
Still plenty of growth Don't misunderstand. The software giant's certainly got some challenges to deal with now.
For instance, its video gaming business is struggling, so much so that CEO Satya Nadella is reportedly even open to spinning out its Xbox unit into a stand-alone company. Its AI-powered chatbot, Copilot (the free version anyway), isn't gaining market share either. And for the fiscal year currently underway, the company expects to make a jaw-dropping $190 billion worth of capital expenditures, largely on artificial intelligence infrastructure. That's well up from analysts' initial projections and more than 60% above last year's capex.
Now, take a step back and look at the bigger picture. Last quarter's top line was still up 18% (15% in constant currency) year over year, led by 30% growth in its intelligent cloud division, where its AI-facilitating Azure platform's results are reported. Productivity and business software sales improved 17% compared to year-earlier numbers. Operating income improved, too, up 20% to $38.4 billion.
And the foreseeable future looks just as bright. As CFO Amy Hood commented of its all-important Azure business in April's fiscal third-quarter earnings conference call, "broad and growing customer demand continues to exceed supply, and we continue to balance the incoming supply we can allocate here against our other high-ROI priorities," although the same could be said for most of its business lines. That's why the company guided for comparable growth for the quarter that ended in June, while analysts expect a repeat of the company's solid current-year results in the coming fiscal year, with more of the same in the cards further down the road.
Data source: Morningstar. Chart by author.
Unnecessary worry So why is the stock performing so poorly when it seemingly shouldn't be? In simplest terms, investors are just starting to question -- and understandably so -- if the company's bold growth outlook is believable enough to justify such heavy spending on AI.
This worry isn't unique to Microsoft, of course, although it's difficult to deny that this particular company has become something of a proxy for the entire AI industry. The technology giant is arguably more dependent on and more vulnerable to the ongoing proliferation of artificial intelligence than any other, after all, with more than one-third of its revenue directly or indirectly linked to AI. If its proliferation stops or even just slows, Microsoft could feel it more than most.
But that risk finally seems to be abating.
Image source: Getty Images.
While plenty of people are now questioning the practical value of increasingly expensive artificial intelligence, institutional demand for AI solutions hasn't waned one iota. The business may have reached an important tipping point, in fact. As number-crunching from industry research outfit Exponential View highlights, for a second quarter in a row (and for the first time ever), artificial intelligence revenue exceeded the reported depreciation of the equipment facilitating it. It's not the industry's only measure of fiscal viability, but it's an important one that's been nagging investors for a while now.
As for its part in the practical commercialization of AI, although Copilot may not be gaining market share against the likes of ChatGPT or Google's Gemini, Microsoft's more powerful paid version of Copilot, meant to work alongside its other business-oriented software offerings, now has over 20 million users, versus just 15 million paid seats just a quarter earlier. It's certainly something to build on.
Today's Change
(
1.69
%) $
6.51
Current Price
$
390.79
Spring-loaded recovery ready Investors still mostly don't see it, distracted by more than a few other worries at this time. That's why they've elected to let Microsoft shares continue sinking.
There will come a time when this company's resiliency and AI-driven growth become undeniable, though. It could happen as early next month, following the release of its fiscal fourth-quarter results, presuming the market is in a bullish mood at the time. If not then, though, any bearish overhang should be out of the way by the late-October or early-November release of its fiscal first-quarter numbers, dovetailing into the marketwide bullishness we typically see at the end of the year.
Whenever it happens, with the stock now down 30% from October's high, the rebound spring is coiled tightly. It's just waiting to be released. Waiting to step in until that happens, however, likely means you'll miss out on most of whatever early recovery gains are in the cards.
This might help: As it stands right now, over 80% of the analysts covering this stock rate Microsoft a strong buy, with a 12-month consensus price target of $559.02 that's 46% above the ticker's present price. That's not a bad way to start out a new trade.
If you're looking for some great buying opportunities, the market is fortunately providing a handful of them to smart investors. I think the best stocks to buy now are the ones that are beaten down for no reason and could easily turn around in the second half of 2026 as the market comes to its senses.
Three stocks that I think are smart buys now are Microsoft (MSFT +1.69%), Meta Platforms (META 4.80%), and Nvidia (NVDA 1.39%). All three of these stocks are trading at relatively low valuations yet have growth and prospects that could turn today's price into an absolute bargain.
Image source: Getty Images.
Microsoft Microsoft leads this list as it may be the most absurdly priced stock on this list. The company is a leader in artificial intelligence (AI) infrastructure, having close ties to OpenAI and growing its revenue at an 18% pace. With diluted earnings per share (EPS) growing at a 23% pace in its most recent quarter, you'd be right to assume that everything is going great for Microsoft. However, none of that has translated to any stock success.
MSFT PE Ratio (Forward) data by YCharts.
The stock is cheaply priced at 19.3 times forward earnings -- less than the S&P 500's forward multiple of 21.5. Deals like this on Microsoft's stock rarely come around, and a strong quarterly earnings result later in July could kick-start a rebound.
Today's Change
(
1.69
%) $
6.51
Current Price
$
390.79
Meta Platforms I could practically copy and paste Microsoft's results and market sentiment here, because they are eerily similar. However, they differ in one key area. Meta is actually growing quite rapidly, with revenue rising 33% year over year. This strength comes from Meta's advertising business, which comprises social media platforms such as Facebook, Instagram, WhatsApp, and Threads. Meta has used various AI tools it has developed to boost ad conversions, allowing it to generate more revenue per ad because the ads are more successful.
However, that's about it for the effects of Meta's AI spending on the business. The main reason why the market isn't in love with Meta's stock is that it's spending hundreds of billions on AI data centers and doesn't have a true, monetizable product to show for it yet. While Microsoft has products like Copilot and cloud computing, Meta is devoting all its resources to its own internal AI research. Until we see products emerge from this division that can generate mountains of cash for Meta, the stock will likely stay at a cheap valuation (right now, it trades for 17.5 times forward earnings).
Today's Change
(
-4.80
%) $
-29.41
Current Price
$
583.50
The big product Meta is working on is its AI glasses, which aims to interact with the world around its users and contextualize what's going on, bringing AI from a computer screen into the real world. If Meta can accomplish that, it could have a major business. But until then, Meta will likely just be viewed as an advertising business.
Nvidia Last up is Nvidia, which isn't getting the respect it deserves. The stock trades for 22.3 times forward earnings, which is just barely more expensive than the S&P 500. However, the company is growing at a pace that most companies could only dream of achieving.
Massive AI computing demand has allowed Nvidia's revenue and profits to spike over the past few years, and nothing looks like it's going to be able to slow it down. This year, Wall Street analysts expect 82% revenue growth. Next year, they expect 41%. However, none of that phenomenal 41% growth has been priced into the stock, so it would trade like an average S&P 500 company if it stays flat until the end of the year.
Today's Change
(
-1.39
%) $
-2.75
Current Price
$
194.83
Nvidia is anything but an average company, and the growth it has put up over the past few years demonstrates that fact. As a result, I think Nvidia is a great buy now, as the market will likely rally behind Nvidia as we get closer to 2027 and data center capital expenditure plans are revealed.
It's never fun to see your investments lose money. And when a stock's price falls more than 10% in a month, it's normal to wonder if you should sell to lock in your gains before it falls any further.
That's something investors in Nvidia (NVDA 1.39%) need to seriously think about. Shares of the world's leading chipmaker dropped 12.6% between June 2 and July 2, and they're down 17% from May's all-time high of $235.74/share.
But this latest drop might not be such a bad thing, actually. Here's why investors shouldn't panic and why Nvidia's pullback might actually be good news.
Image source: Nvidia.
There have always been ebbs and flows with Nvidia stock Obviously, a pullback in a company's stock price offers new investors the opportunity to buy the dip. That's not the kind of "good news" I'm talking about here, although it's true that now might be a good moment to open a new position in the chipmaker if you don't already own shares.
Instead, I'm talking about the natural ebbs and flows of Nvidia's stock price. The company's road to being the largest company in the world with a $4.7 trillion market cap hasn't been a smooth one. In just the last five years, the stock has seen dizzying plunges multiple times.
Today's Change
(
-1.39
%) $
-2.75
Current Price
$
194.84
Between November 2021 and October 2022, Nvidia's share price plunged 66%. It recovered a bit, only to drop by more than 20% again in December 2022. The company went on to experience nine drops of 15% or more between July 2023 and March 2026, about three per year.
But over the last five years, the stock has risen by more than 851%. And if you had sold during any one of those previous 15% dips, you would have missed out on lots of gains.
The biggest of those gains came suddenly and after a prolonged downturn. For example, between October 2025 and March 2026, Nvidia's stock lost 20% of its value over five months. Then, without warning, shares surged 42.7% between March 30 and May 14, hitting all-time highs.
Image source: Getty Images.
A roller-coaster ride When a stock rockets upward and never experiences temporary pullbacks like Nvidia's has over the last five years, it can make new investors reluctant to buy shares out of concern that the stock is too expensive. And as the world's largest company by market cap, Nvidia already faces skepticism about its valuation.
It can also set the company up to experience a major share price drop if it reports anything less than stellar earnings. Nvidia doesn't seem to have that problem. In fact, it almost faces the opposite issue: Over the past two years, Nvidia's earnings reports have been stellar, with massive growth in revenue and net income. Yet after five of its last eight earnings reports, the stock has seen an immediate and significant share price decline.
If recent history is any guide, Nvidia's recent share price drop is likely to reverse itself unexpectedly, and the stock should soar to new heights. Smart investors know better than to panic sell this longtime winner that's still at the top of its game.
Equities rebounded from their late-June swoon last week as all three major indexes rose at least 1.7%. The Dow Jones Industrial Averag e ended the shortened-trading week at a record high, while the S&P 500 index and Nasdaq Composite remain 1.7% and 4.7%, respectively, below their early June peaks.
It's been a great year for Coca-Cola (KO +3.22%) shareholders so far. The stock's up more than 16% since the end of 2025, easily outperforming the S&P 500 and the Nasdaq Composite.
It's not too tough to figure out why, either. With the market wobbling amid concerns about artificial intelligence, investors are looking for certainty. With 64 consecutive years of dividend increases to its credit, the beverage behemoth clearly offers it.
If you're looking for a better dividend-paying option for the latter half of 2026, consider fellow Dividend King and direct beverage rival PepsiCo (PEP +2.17%). Here's why.
Image source: Getty Images.
The differences are no longer a liability At first blush, the two consumer product outfits are seemingly so similar that they're almost interchangeable. But look under the hood. The differences are surprisingly stark.
For instance, whereas Coca-Cola outsources the bulk of its production and distribution, PepsiCo owns and operates most of its own bottling operations. It's also the name behind snack chip brands Lay's, Doritos, Cheetos, and others, as well as Quaker Oats.
And these differences are a key reason PepsiCo shares have lagged Coke's for more than two years. Coca-Cola maintains its higher margins even when inflation is hitting bottlers and consumers alike. PepsiCo doesn't. As its own bottler, higher input and operational costs are pinching profit margins. Snack foods are more sensitive to inflationary pressures, as well. That's why last year's revenue barely budged, while per-share profits fell 14% year over year.
As the old adage goes, nothing lasts forever. Although it arguably took the company a little too long to figure it out, consumer-friendly price breaks and the launch of increasingly popular snacks like FiberPop and Doritos protein chips are making a difference. PepsiCo's first-quarter organic revenue improved a respectable 2.6% year over year, which -- importantly -- grew operating income to the tune of 24%, driving per-share profits up from $1.33 in Q1 of last year to $1.70 this year. Analysts are looking for similar progress this year and through next.
No reason to wait This impending turnaround isn't yet reflected in the stock's performance. Given how long it took the company to respond initially to the pickier, inflation-riddled environment, investors may be understandably hesitant to believe it's happening until they see further evidence.
Today's Change
(
2.17
%) $
3.06
Current Price
$
144.22
That doesn't mean a recovery isn't brewing, though. The market could readily start to believe again in just a few days, in fact, when the beverage and snack company releases its second-quarter results, expected to mirror Q1's progress.
Even if that doesn't get the ball rolling, PepsiCo is compelling at its current state simply because it will reward you pretty well while you wait. Its forward-looking dividend yield currently stands at 4.2%, versus Coca-Cola's more modest 2.6%.
PepsiCo's dividend, by the way, has now been raised for 54 consecutive years, putting the company firmly among the Dividend Kings -- businesses that have annually increased their dividend payouts for at least 50 years. That streak seems unlikely to be broken anytime soon, no matter how long it takes the stock to snap out of its funk.
Gold went through a volatile period in the first half of the year, with a spike in late January followed by a sharp decline to below $4,100 at the time of writing. It represents a mid-single-digit decline on the year. Still, the price is up almost 25% year over year, and many of the fundamental factors driving the gold price remain in place.
So what happened in the first half of 2026, and what can we expect for the rest of the year?
I'll cut straight to the chase. The correction in the price of gold in 2026 (see chart below) is due to a natural correction in speculators' overinvestment. Still, the fundamental underlying demand driver of central bank buying remains in place. In addition, the price reduction should induce price-sensitive demand (jewelry) to come in and support the market.
As such, the correct strategy is to be mindful of the potential for further declines, but to have a bias toward buying into any significant market-led weakness in gold, a gold ETF, or a gold miner such as Newmont (NEM +4.01%).
Gold Price in U.S. Dollars data by YCharts
It's easy to write this, but it needs to be backed up with a reasoned argument and facts, so here goes.
Overinvestment in gold? Let's start by looking at the components of gold demand in the first quarter of 2026. The key things to look out for here are the importance of investment demand (bars, coins, and exchange-traded funds, or ETFs) to overall marginal demand for gold.
Data source: World Gold Council. Chart by the author.
Technology demand tends to be relatively stable, while central bank purchases appear to be in a long-term structural uptrend (more on that in a moment). Jewelry demand tends to be price-sensitive, so the sharp price increase through 2025 likely curtailed demand in the jewelry sector.
All of these impacts are evident in the evolution of gold demand from 2024 to 2025, with surging investment demand driving a 65% increase in gold prices. As such, going into 2025, a large increase in investment demand (see table below) more than offsets declines in jewelry and central bank demand, possibly in response to higher prices.
Whenever investment demand increases by such an amount, it's likely to create a situation in which some weak gold holders could easily liquidate their positions given any volatility in gold prices.
Gold Demand (Metric Tons)
2024
2025
Change in Demand in 2025
Technology
326
323
(3)
Jewelry
2,027
1,638
(389)
Total Bar and Coin
1,188
1,374
186
ETFs & Similar Products
(3)
801
804
Central Banks
1,092
863
(229)
Total
4,631
4,999
369
Data source: World Gold Council. Any discrepancies are due to rounding.
Central bank buying Indeed, the process of investors liquidating positions appears to have started in the first quarter with a decrease in ETF demand of 65 metric tons from the end of 2025. However, net central bank demand improved in the first quarter, and as JPMorgan Chase argues, China appears to be ramping up gold purchases.
Ongoing central bank buying, as part of a long-term structural trend, is the key assumption made by gold bulls. It's based on the belief that the seemingly inexorable increase in U.S. debt levels will encourage central banks to diversify their reserve holdings away from U.S. debt toward buying more gold. In addition, ongoing geopolitical and trade tensions are encouraging foreign governments to move away from U.S. dollar assets that could be subject to sanctions.
Image source: Getty Images.
The outlook for 2026 Putting it all together, the bullish view is that central bank purchasing will likely continue its long-term upward trend. At the same time, any price weakness will encourage jewelry demand and, at some point, many of the speculative weak holders in gold will have liquidated their positions.
All of which suggests that, while there's obviously still near-term downside risk, the long-term trend is upwards, and investors should buy into any pronounced weakness.
Palantir Technologies (PLTR +2.99%) has lost its mojo on the stock market in recent months. The stock hit a 52-week high on Nov. 3 last year, and since then, it has shed just over 37% of its value as of this writing.
Investors have been selling Palantir stock due to its expensive valuation and concerns that AI start-up Anthropic's offerings could dent the company's growth. However, Wall Street analysts are anticipating a major turnaround in Palantir's fortunes over the coming year. But will it live up to their expectations?
Let's find out.
Image source: The Motley Fool.
Wall Street's price target points toward a big stock price jump Palantir has a median 12-month price target of $200, according to 34 analysts covering the stock, suggesting potential gains of 55% from current levels. The Street-high price target of $255 is even more optimistic, suggesting Palantir could nearly double.
Today's Change
(
2.99
%) $
3.76
Current Price
$
129.49
What's worth noting is that 21 analysts rate Palantir as a buy. Meanwhile, 11 analysts rate it as a hold, and 2 suggest selling Palantir. So, the stock seems to be viewed favorably by Wall Street analysts, with a majority recommending a buy following its pullback in recent months. It is easy to see why that's the case despite Palantir's valuation.
The company's numbers clearly indicate that it is capitalizing on the fast-growing AI software platforms market, despite the perceived competition from Anthropic.
Data by YCharts
Palantir introduced its Artificial Intelligence Platform (AIP) in April 2023 to help enterprises and federal customers integrate AI software tools into their operations. The chart above shows that AIP has been instrumental in accelerating Palantir's growth over the past three years. The good news is that Palantir's acceleration is here to stay, and that's why there is a possibility that the stock will live up to Wall Street's expectations over the coming year.
Palantir's ability to clock faster-than-expected earnings growth can send the stock soaring Palantir's earnings per share are expected to jump by 97% in 2026 to $1.48, according to consensus estimates. However, the 42% growth projection for 2027 points toward a significant slowdown.
Palantir's earnings per share increased by 154% year over year in Q1 this year. The strong demand for its AI software solutions prompted it to raise its 2026 guidance. Palantir's stronger guidance and phenomenal earnings growth stem from healthy growth in its customer base and increased spending by existing customers.
Palantir's customer count increased by 31% in Q1, and its total contract value of $2.41 billion increased at a faster pace of 61% year over year. That's not surprising, as customers such as GE Aerospace, SAP, and others have been witnessing substantial productivity improvements and cost reductions after deploying Palantir solutions. Another point worth noting is that Palantir's remaining deal value was an impressive $11.8 billion at the end of Q1, almost doubling from the prior year period.
This impressive pipeline of unfulfilled contracts can help Palantir sustain triple-digit-plus earnings growth rates over the coming year, well ahead of consensus expectations. That could boost investor confidence in this AI stock and help Palantir indeed reach the median Wall Street price target in a year.
AMD (NASDAQ:AMD | AMD Price Prediction) and Palantir (NASDAQ:PLTR) both delivered blockbuster Q1 2026 results in early May, attacking the AI opportunity from different angles.
AMD sold the silicon that trains and serves models. Palantir sold the software layer that turns those models into enterprise workflows. Two months later, the market is rewarding execution very differently.
Instinct GPUs Carry AMD. U.S. Commercial Carries Palantir. AMD posted revenue of $10.253 billion, up 37.85% YoY, with Data Center alone contributing $5.775 billion at +57%. That segment is now the engine, powered by EPYC servers and Instinct MI350 shipments.
Lisa Su told investors that “Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial expectations.” The Meta deal for up to 6 gigawatts of Instinct deployment gives that claim real weight.
Palantir grew faster off a smaller base. Revenue hit $1.63 billion, up 84.71%, with U.S. Commercial exploding 133% to $595 million. AIP is clearly landing with corporate buyers.
Alex Karp noted that “Palantir’s Rule of 40 score has soared to 145%.” The company closed 206 deals of at least $1 million, signaling that AIP is becoming a repeatable enterprise sale rather than a bespoke consulting engagement.
Business Driver AMD Palantir Main growth engine Data Center GPUs and EPYC U.S. Commercial AIP Gross margin 55% non-GAAP ~82% Key partners Meta, OpenAI, AWS U.S. defense and Fortune 500 buyers Picks and Shovels vs. Finished Product AMD is a scale story. Su is chasing a hyperscaler capex cycle where every extra gigawatt of Instinct capacity flows into a huge, lower-margin revenue line. Guidance for Q2 revenue of roughly $11.2 billion with 56% gross margin reflects that trade-off. Export controls on MI308 to China remain a live risk, and TSMC dependence never goes away.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
Palantir is monetizing the output layer, which is why GAAP operating income reached a 46% margin. Karp raised FY26 revenue guidance to $7.65 to $7.66 billion. Valuation is punishing. Price to sales sits near 53, and shares are down 27.26% year to date even after the quarter.
The Next Test Is Whether the Multiple Catches the Growth AMD stock has ripped 141.79% YTD to $517.82, brushing the $508.31 analyst target. Watch whether MI450 revenue in the back half justifies a forward P/E near 77.
For Palantir, keep an eye on whether U.S. commercial can sustain triple-digit growth against a still-heavy $201.6 million stock-based comp bill.
Why I Lean Toward AMD Right Now AMD looks cleaner. The revenue base is larger, the customer list is concrete, and the stock is reacting positively to fundamentals. Palantir is the more thrilling story, and Karp’s momentum is real, but I want to see the price to sales compress first.
For investors tracking turnaround setups, PLTR’s YTD drawdown is notable. For those following the AI capex boom through a cash-generating hardware franchise, AMD’s fundamentals currently stand out.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and AMD didn't make the cut. Grab the names FREE today.
ServiceNow (NOW +0.23%) has made a solid comeback of late, despite the ongoing pessimism in the software-as-a-service (SaaS) industry.
The company recently delivered strong results, investors have embraced its growing portfolio of artificial intelligence (AI) products, and many now see ServiceNow as a potential winner in the next phase of enterprise AI.
The bullish argument is straightforward. As businesses deploy more AI agents, they will need a way to manage, monitor, and coordinate all the work those systems create. ServiceNow hopes to become the platform that handles those workflows.
It is an appealing vision. But before investors buy into that story, they should consider one important question: Will AI create more workflows than it eliminates? The answer could have a major impact on ServiceNow's long-term prospects.
Image source: Getty Images.
The traditional software model may be changing Historically, businesses purchased software to help employees perform specific tasks.
A company might use one application for customer support, another for human resources, and another for approving expenses or managing inventory. ServiceNow built a highly successful business by enabling systems to communicate with one another through automated workflows.
The model worked because software applications often work independently. Someone needed to coordinate information between departments and systems.
But artificial intelligence may change how employees interact with software altogether. Instead of opening multiple applications and following predefined workflows, employees may increasingly rely on AI assistants that can perform tasks on their behalf.
Consider a simple example. Today, a new employee joining a company might trigger a series of workflows. A manager submits a request; IT prepares a laptop; human resources creates employee records; security grants system access; and finance updates payroll information.
Tomorrow, a manager may simply tell an AI assistant: "Prepare everything for our new employee starting next Monday." The AI could automate much of the process behind the scenes, coordinating tasks across multiple systems with little direct human involvement.
If that happens on a large scale, businesses may require fewer traditional workflows than investors currently expect. For a company that relies on managing the ever-more-complicated workflow for its customers, that is a risk it cannot ignore.
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ServiceNow believes it is part of the solution To be fair, ServiceNow's management sees the future very differently.
The company argues that AI agents will still require governance, security controls, approvals, compliance checks, and monitoring. In other words, even if AI handles more work, organizations will still need a system to determine what actions AI agents can take and how those actions are tracked.
That is the opportunity ServiceNow is pursuing. The company is investing heavily in becoming an AI-native business, embedding AI into every product, feature, and interaction on its platform. It also aims to become the AI Control Tower, helping customers manage ever more complex AI-driven workflows.
So far, customers appear receptive to that strategy, which explains the company's ongoing revenue growth -- up 22% year over year in the first quarter of 2026. Particularly, its Now Assist (AI service) customers spending over $1 million in annual contracts grew 130% year-over-year in the same period.
In short, the company's growth remains strong, suggesting that AI is currently acting as a tailwind rather than a threat.
Investors should watch one key question The debate on whether AI is an enabler or destroyer of ServiceNow's business model ultimately comes down to the same question: Will AI generate more workflows than it eliminates?
If the answer is yes, ServiceNow could emerge even stronger than it is today. Every AI agent would create actions, approvals, decisions, and processes that require oversight. ServiceNow's platform could become increasingly valuable as organizations deploy thousands of AI-powered workers.
However, if AI eventually becomes capable of managing many of those processes independently, the long-term opportunity may prove smaller than investors expect. And that's what investors should recognize: the biggest risk facing ServiceNow isn't a recession, competition, or slowing demand.
It's the possibility that AI changes enterprise software in ways that are difficult to predict today.
What does it mean for investors? ServiceNow has built one of the highest-quality software businesses in the market. Its recurring revenue, high switching costs, and expanding product portfolio have created tremendous value for shareholders over time.
The company's next chapter may be even larger if it succeeds in becoming the control center for enterprise AI.
But that future is not guaranteed. If AI gradually reduces the number of workflows within organizations, it may shrink ServiceNow's addressable market.
And that's the biggest risk that investors should watch closely in the coming years.
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid 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 Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/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 July 28, 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 litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303842
Source: The Rosen Law Firm PA
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San Diego, California--(Newsfile Corp. - July 5, 2026) - Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Zoetis Inc. (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026, both dates inclusive (the "Class Period"), have until Monday, July 27, 2026 to seek appointment as lead plaintiff of the Zoetis class action lawsuit. Captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.), the Zoetis class action lawsuit charges Zoetis and certain of Zoetis' top executive officers with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the Zoetis class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected].
CASE ALLEGATIONS: Zoetis engages in the discovery, development, manufacture, and commercialization of medicines, vaccines, diagnostic products and services, biodevices, genetic tests, and precision animal health solutions for the animal health industry. Zoetis' flagship companion animal products include Librela, Apoquel, Cytopoint, and Simparica Trio.
The Zoetis class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (ii) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (iii) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment.
On August 5, 2025, Zoetis released its second quarter 2025 financial results, allegedly revealing weakening demand trends within its companion animal portfolio. On this news, the price of Zoetis stock fell nearly 4%, according to the complaint.
Then, on November 4, 2025, Zoetis released third quarter 2025 financial results, allegedly disclosing continued weakness in Librela sales and increased competitive pressure in dermatology and parasiticides. On this news, the price of Zoetis stock fell nearly 14%, according to the complaint.
The Zoetis class action lawsuit further alleges that on February 12, 2026, Zoetis released its fourth quarter and full year 2025 financial results and provided 2026 guidance reflecting further slowing growth. According to the complaint, Zoetis acknowledged increasing competitive pressures in parasiticides and dermatology. On this news, the price of Zoetis stock allegedly fell further, according to the complaint.
Finally, on May 7, 2026, Zoetis reported first quarter 2026 financial results, allegedly disclosing slowing overall revenue growth, declining companion animal sales performance, and worsening results across its key dermatology and parasiticides franchises as competition intensified. On this news, the price of Zoetis stock fell more than 21%, according to the complaint.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired Zoetis securities during the Class Period to seek appointment as lead plaintiff in the Zoetis class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the Zoetis class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the Zoetis class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the Zoetis class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors - $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever - $7.2 billion - in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis 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 Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/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 July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303852
Source: The Rosen Law Firm PA
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
If you think Tesla is an electric vehicle (EV) stock, think again. That company is now one of the largest artificial intelligence (AI) stocks in the world. In fact, AI is likely a much bigger contributor to the company's $1.3 trillion valuation than automobile manufacturing.
Tesla's massive valuation and status as a bona fide AI stock are due to several factors. The biggest factor, however, is the promise of self-driving vehicles.
Autonomous driving software is rapidly advancing thanks to artificial intelligence technologies. Experts agree that robotaxis should become a multitrillion-dollar opportunity globally. Whichever automaker cracks the code of full autonomy using AI, therefore, will win big. And Tesla arguably has one of the most advanced self-driving systems in the world.
Tesla, however, isn't the only EV maker shifting its focus to AI and self-driving vehicles. There is a Tesla competitor following the same growth trajectory, yet its valuation is significantly smaller.
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This Tesla competitor could be the next big AI stock On the surface, Rivian (RIVN +8.41%) looks like just another EV stock. Last year, the company had two EVs in its lineup -- the R1T and R1S -- both of which cost upward of $100,000 when including options, taxes, and fees. This year, however, it started shipments of its R2 SUV, its first vehicle priced under $50,000. Two more affordable models are set for release sometime in 2028.
These new vehicles are tightly tied into Rivian's new strategic focus, which places a heavy emphasis on AI.
"What I think is going to happen is over the next five years consumers are going to increasingly just expect certain things," Rivian CEO RJ Scaringe told reporters in June. He believes autonomous vehicles with embedded AI features will quickly become the default for the industry. "From a societal point of view, it's just going to become more the way things work."
Image source: Rivian.
Scaringe's vision for the future is a big reason Rivian has ramped up investments in both AI and autonomy, to the point that the company quietly dropped its profitability targets for 2027.
There are already early indications that Rivian's bets are taking off. In March, Uber Technologies agreed to invest up to $1.25 billion into Rivian in exchange for up to 50,000 R2 SUVs. Those vehicles will be used to power Uber's robotaxi division. This deal gives Rivian strong early social validation for its autonomy development and road map.
Rivian's market cap remains around $22 billion despite rising R2 deliveries and growing confidence in the company's AI and autonomy strategy. If you're looking for under-the-radar AI stocks with plenty of upside, Rivian should top your watch list.
SummaryRivian Automotive launched the R2, marking a pivotal shift toward more affordable EVs and reigniting sales momentum. The EV manufacturer raised 2026 delivery guidance to 65K–70K vehicles, reflecting robust Q2 deliveries and improved production outlook. The stock trades at only ~2x 2026 sales targets, with valuation supported by strong positioning in the $50K midsize SUV/Crossover segment. The investment thesis remains ultra Bullish, emphasizing accelerating production, growing addressable market, and positive delivery surprises. This idea was discussed in more depth with members of my private investing community, Out Fox The Street. Learn More » benedek/iStock Unreleased via Getty Images
Rivian Automotive Inc. (RIVN) finally launched the R2 and the momentum in the company appears to have finally turned. The EV manufacturer now has a more affordable vehicle to sell, leading to a long
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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 RIVN 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.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
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 York, New York--(Newsfile Corp. - July 5, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Hub Group, Inc. (NASDAQ: HUBG) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Hub Group securities between April 28, 2023 and May 11, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/HUBG.
Hub Group Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Hub Group's financial statements prepared for the periods from Q1 2023 to Q4 2024, including its annual reports for 2023 and 2024, contained material misstatements caused by the premature and incorrect recognition of certain transactions concerning, among other things, the Company's operating revenue, operating income, revenue recognition, effectiveness of internal controls and procedures, and drivers of financial results and growth; Hub Group's financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable concerning, among other things, the Company's operating expenses, purchased transportation and warehousing expenses, operating income, effectiveness of internal disclosure controls and procedures, and drivers of financial results and growth; and as a result of the foregoing, Defendants' positive statements about the Company's business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times.What's Next for Hub Group Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/HUBG, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Hub Group you have until August 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Hub Group Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Hub Group Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303510
Source: Bronstein, Gewirtz & Grossman, LLC
Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.
New York, New York--(Newsfile Corp. - July 5, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Insulet Corporation (NASDAQ: PODD) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Insulet securities between May 21, 2025 and May 26, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/PODD.
Insulet Case Details
The complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements regarding the Company's business, operations, and compliance policies. Specifically, the Complaint alleges that Defendants made false and/or misleading statements and/or failed to disclose that:
Insulet's manufacturing controls and procedures were defective; the foregoing created a foreseeable heightened risk that one or more Insulet products would be found to be in violation of applicable safety regulations and/or pose a risk of injury; and as a result, Defendants' public statements were materially false and misleading at all relevant times.What's Next for Insulet Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/PODD, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Insulet you have until August 31, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Insulet Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Insulet Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303932
Source: Bronstein, Gewirtz & Grossman, LLC
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NEW YORK, July 05, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against CommVault Systems, Inc. (NASDAQ: CVLT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired CommVault securities between April 29, 2025 and January 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/CVLT.
CommVault Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
(1) Defendants provided investors with misleading guidance and projections regarding CommVault's anticipated annual recurring revenue (“ARR”) growth for fiscal year 2026, including projections related to new net ARR growth;
(2) Defendants simultaneously disseminated overly positive statements while concealing material adverse facts concerning the true state of the Company’s ARR growth environment;
(3) Defendants knew or recklessly disregarded that the Company’s ARR growth guidance failed to properly account for critical variables, including the type of sales driving ARR performance; and
(4) as a result, Defendants’ statements about the Company’s business, operations, and prospects lacked a reasonable basis and were materially false and misleading at all relevant times.
What's Next for CommVault Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/CVLT. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in CommVault you have until July 17, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to CommVault Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for CommVault Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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Energy Transfer (ET +1.39%), one of the largest midstream companies in the United States, is usually considered a stable income investment rather than a market-beating one. But since the start of the year, its stock has rallied 17% and outperformed the S&P 500's 9% gain. Let's see why it beat the market, and why it could maintain that momentum in the second half of 2026.
Image source: Getty Images.
Why is Energy Transfer beating the market? Energy Transfer operates over 140,000 miles of pipeline across 44 states. It transports natural gas, liquefied natural gas (LNG), natural gas liquids (NGLs), crude oil, and other refined products through its pipelines. It also exports some of its natural gas products.
Unlike big oil stocks, which benefited from higher oil prices in the first half of 2026, Energy Transfer isn't as heavily exposed to fluctuating commodity prices since it simply charges upstream and downstream companies "tolls" to use its infrastructure. As long as oil and gas keep flowing through its pipelines, it will generate plenty of cash to support its dividends.
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Nevertheless, the soaring demand for oil and natural gas still boosted its crude oil and NGL volumes to record levels in the first quarter of 2026. It also secured major long-term agreements with utilities and data centers to supply natural gas to the booming AI market, transforming it from a reliable income play to a higher-growth AI infrastructure stock.
Why will Energy Transfer continue to beat the market? In the first quarter, Energy Transfer predicted its adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) would rise 14%-16% in 2026. That was up from its prior outlook for 9%-12% growth, and would mark an acceleration from its 3% growth in 2025.
With an enterprise value of $135.3 billion, Energy Transfer trades at just seven times this year's adjusted EBITDA and pays a high forward yield of 6.9%. As more investors rerate it as an AI infrastructure play, its valuation will rise, driving its stock to outperform the S&P 500.
Energy Transfer will also remain a reliable stock for income-seeking investors. In 2025, its adjusted distributable cash flow (DCF) of $8.2 billion easily covered its $4.6 billion in total distributions, and that low payout ratio gives it plenty of room for future hikes. It also blends a return of capital with its income to pay more tax-efficient distributions.
However, Energy Transfer is a master limited partnership (MLP) that technically treats you as a partner rather than a regular shareholder. Therefore, you'll need to report its income separately on a K-1 form when you file your taxes every year. If you're fine with that extra step, Energy Transfer could offer a compelling blend of growth and income for the foreseeable future.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In Peabody Energy To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in Peabody Energy between October 14, 2024 and May 4, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
[You may also click here for additional information]
NEW YORK, July 05, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against Peabody Energy Corporation (“Peabody Energy” or the “Company”) (NASDAQ: BTU) and reminds investors of the August 24, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: Defendants provided these overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Peabody Energy's Centurion mine and the multitude of issues causing delays to the ramp-up and the return to full longwall production dates. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Peabody Energy's securities at artificially inflated prices.
On March 30, 2026, Peabody Energy issued a press release lowering guidance pertaining to Centurion mine's expected first quarter 2026 output, announcing that sales volume from the Centurion mine was expected to deliver approximately 250,000 tons in the first quarter due to "greater-than-anticipated mine commissioning challenges" (compared to previous estimates of around 700,000 tons). On this news, Peabody Energy's stock price fell $3.82, or approximately 9.7%, to close at $35.68 per share on March 30, 2026.
On May 5, 2026, Peabody Energy issued a press release disclosing the Company's failure to ramp-up Centurion by the long-awaited March 2026 deadline and cutting guidance related to full year met segment volumes to reflect the increased cost and substantial volume decrease, reducing the full year sales outlook for Centurion to 2.5 million tons compared to the original expectation of 3.5 million tons. On this news, Peabody Energy's stock price fell $1.52, or 5.7%, to close at $25.00 per share on May 5, 2026.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding Peabody Energy’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the Peabody Energy class action, go to www.faruqilaw.com/BTU or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the Peabody Energy Securities Class Action Lawsuit:
What is the Peabody Energy securities fraud lawsuit about?
The lawsuit alleges that Peabody Energy Corporation (NASDAQ: BTU) and certain of its officers and directors made materially false and misleading statements and/or concealed material adverse facts concerning the true condition of the Company's Centurion mine, including the nature and severity of issues allegedly causing delays to its ramp-up and return to full longwall production. The complaint alleges that, throughout the Class Period, defendants provided investors with overwhelmingly positive statements about the Centurion mine while purportedly withholding information about the multitude of operational challenges affecting it. These allegedly false and misleading statements are said to have caused investors to purchase Peabody Energy securities at artificially inflated prices. The inflation in the stock price allegedly began to correct when Peabody Energy disclosed, on March 30, 2026, that first quarter 2026 output from the Centurion mine was expected to reach only approximately 250,000 tons — well below prior estimates of approximately 700,000 tons — due to "greater-than-anticipated mine commissioning challenges," and further when the Company disclosed on May 5, 2026 that it had failed to ramp up the mine by its March 2026 deadline and cut its full-year sales outlook for Centurion from 3.5 million tons to 2.5 million tons.
Who may be eligible to participate in the lawsuit?
Investors who purchased or otherwise acquired Peabody Energy Corporation (NASDAQ: BTU) securities on the NASDAQ between October 14, 2024 and May 4, 2026, inclusive, may be eligible to participate in this lawsuit as members of the proposed class. Eligibility to participate is not limited to investors who seek appointment as lead plaintiff; any qualifying class member may share in any recovery that may ultimately be obtained. Investors who purchased Peabody Energy securities during the Class Period and suffered losses are encouraged to review their transaction records to determine whether they fall within the defined class. Participation in a class action does not require that an investor take any individual legal action or incur separate legal fees to potentially benefit from any recovery achieved on behalf of the class.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff is a court-appointed representative who acts on behalf of all class members in directing the litigation, including making key decisions regarding litigation strategy and the selection of lead counsel. Any class member who purchased Peabody Energy securities during the Class Period and suffered a loss may move the court for appointment as lead plaintiff, and courts typically appoint the movant with the largest financial interest in the outcome of the litigation who otherwise satisfies applicable legal requirements. The deadline to file a motion seeking appointment as lead plaintiff is August 24, 2026. Importantly, investors are not required to seek appointment as lead plaintiff in order to participate in the class and share in any recovery that may result from the litigation — class members who do not serve as lead plaintiff retain the ability to benefit from any settlement or judgment.
What should investors do if they purchased Peabody Energy stock during the Class Period?
Investors who purchased Peabody Energy Corporation (NASDAQ: BTU) securities between October 14, 2024 and May 4, 2026, inclusive, are encouraged to promptly review their brokerage records and account statements to confirm the dates and prices at which they acquired and, if applicable, sold their shares. Investors should take steps to preserve all relevant documentation, including transaction confirmations, account statements, and any communications relating to their Peabody Energy holdings, as such records may be relevant to establishing eligibility and calculating losses. Given that the lead plaintiff motion deadline is August 24, 2026, investors wishing to be considered for appointment as lead plaintiff should act well in advance of that date. Investors may wish to consult with Faruqi & Faruqi, LLP or other qualified securities counsel to evaluate their legal rights and options before the deadline.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased Peabody Energy securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
QuantumScape (QS 7.10%) wants to revolutionize electric vehicle (EV) batteries with its solid-state battery technology. The company has made good progress toward proving the concept and commercializing its technology.
That may lead investors to question why QuantumScape stock plunged 27.4% in the first half of 2026, according to data provided by S&P Global Market Intelligence. Here's a look at where the business and the stock stand at the midyear point.
Image source: Getty Images.
Major milestones QuantumScape hit some important milestones last year. They included:
An expanded development effort and licensing deal with Volkswagen Group's battery maker, PowerCo. Partnerships with glass maker Corning and Murata Manufacturing to achieve high-volume production of QuantumScape's ceramic separators for commercial use. Integrating its advanced separator process into initial battery cell production. Demonstrating a real-world example with a Ducati motorcycle debut running on its solid-state battery. Signing joint development agreements with two large global automakers. Establishing a technology assessment agreement with a major new global automotive manufacturer. Investors reacted by sending QuantumScape shares soaring in 2025. The stock doubled on all the positive news. The company has continued to make progress toward commercialization in 2026, with an agreement with Honda Motor's research and development arm to enhance the battery platform through joint contributions and expertise from both organizations.
That news could be key for investors, as Honda could expand the use case for solid-state batteries beyond automobiles and motorcycles to include power equipment such as generators and power tools.
Solid-state advantages QuantumScape's batteries are expected to provide greater energy density, faster charging times, and improved safety on a large scale compared to conventional lithium-ion cells. With the company's separator process and an accelerated, continuous manufacturing method that mass-produces the solid-state separators in place, the focus can now be on QuantumScape's potential market opportunities.
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As mentioned, those opportunities could go beyond electric cars. Beyond power equipment, QuantumScape is targeting in-rack energy storage for artificial intelligence (AI) factories. EVs are currently QuantumScape's focus, though. And QuantumScape now has agreements and relationships with multiple global automotive companies. But QuantumScape isn't the only company looking to capitalize on those opportunities.
That is another risk factor investors need to consider. An investment in QuantumScape carries somewhat less risk now than a year ago, thanks to its technology milestones. The stock's nearly 30% drop also reduces the risk level.
But there is already some success built into its $4.3 billion market cap. While less risky than at the start of 2026, investors should still allocate only an amount that would be comfortable for a speculative part of their portfolio.
Howard Smith has positions in QuantumScape. The Motley Fool has positions in and recommends Corning. The Motley Fool has a disclosure policy.
Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In AeroVironment To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in AeroVironment between June 25, 2025 and March 10, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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NEW YORK, July 05, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against AeroVironment, Inc. (“AeroVironment” or the “Company”) (NASDAQ: AVAV) and reminds investors of the July 27, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (i) AeroVironment understated the likelihood that it would imminently face competition from other vendors for the work it performed in connection with the SCAR program and the U.S. Space Force’s ongoing efforts to modernize the SCN; (ii) accordingly, Defendants overstated AeroVironment’s business and financial prospects; and (iii) as a result, Defendants’ public statements were materially false and misleading at all relevant times.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding AeroVironment’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the AeroVironment class action, go to www.faruqilaw.com/AVAV or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the AeroVironment Securities Class Action Lawsuit:
What is the AeroVironment securities fraud lawsuit about?
The AeroVironment securities fraud lawsuit is a federal securities class action alleging that AeroVironment, Inc. (NASDAQ: AVAV) and its executives made false and misleading statements to investors by concealing that the Company faced imminent competition for its SCAR program contracts and overstating its business and financial prospects. As the truth emerged through a series of disclosures — including a U.S. government stop work order on January 20, 2026, a Space Force announcement that it was reopening the SCAR program on March 2, 2026, and AeroVironment's disclosure of a $151.3 million goodwill impairment and contract termination on March 10, 2026 — AVAV's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the lawsuit?
Investors who purchased or acquired AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the AeroVironment securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former AeroVironment employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment?
A lead plaintiff in the AeroVironment class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any AeroVironment investor who purchased AVAV stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 27, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased AeroVironment stock during the Class Period?
Investors who purchased AeroVironment (AVAV) stock between June 25, 2025 and March 10, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the AeroVironment securities class action is July 27, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/AVAV for more information.
Why should investors contact Faruqi & Faruqi, LLP?
Faruqi & Faruqi, LLP has represented investors in securities litigation for decades and has recovered hundreds of millions of dollars for shareholders. Investors who purchased AeroVironment securities during the Class Period may contact the firm to discuss their legal rights, potential claims, and the lead plaintiff process at no cost or obligation.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
New York, New York--(Newsfile Corp. - July 5, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Graphic Packaging Holding Company (NYSE: GPK) between February 4, 2025 and February 2, 2026, inclusive (the "Class Period"), of the important July 6, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Graphic Packaging 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 Graphic Packaging class action, go to https://rosenlegal.com/submit-form/?case_id=64523 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 July 6, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Graphic Packaging was experiencing, inter alia, significant inventory management issues, as well as significantly reduced demand and volumes and increased costs; (2) defendants downplayed the true scope and severity of the foregoing issues, which were likely to, and did, have a material negative impact on Graphic Packaging's business and financial results; (3) defendants likewise overstated the strength and sustainability of Graphic Packaging's business model and operations, as well as its ability to weather ongoing macroeconomic headwinds; (4) accordingly, Graphic Packaging's previously issued full year 2025 financial guidance was unreliable and/or unrealistic; and (5) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Graphic Packaging class action, go to https://rosenlegal.com/submit-form/?case_id=64523 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303885
Source: The Rosen Law Firm PA
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NEW YORK, July 05, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/VRRM.
Verra Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants misrepresented the nature and stability of Verra’s relationship with Avis Budget Group (“Avis”), including the likelihood of securing a contract extension; Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra’s services with in-house solutions or alternative third-party providers; and as a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Verra Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/VRRM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Verra Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
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New York, New York--(Newsfile Corp. - July 5, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Calix, Inc. (NYSE: CALX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Calix securities between January 28, 2026 and April 21, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CALX.
Calix Case Details
The Complaint alleges that throughout the Class Period, defendants failed to disclose to investors:
the Company's first quarter margins had significantly benefited from advanced purchasing of memory components; that the Company's advanced supply of memory components was dwindling; that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and that, as a result of the foregoing, Defendants' positive statements about the Company's margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.What's Next for Calix Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CALX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Calix you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Calix Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Calix Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Attorney advertising.
Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/299460
Source: Bronstein, Gewirtz & Grossman, LLC
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Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In FS KKR Capital To Contact Him Directly To Discuss Their Options
If you purchased or acquired securities in FS KKR Capital between May 8, 2024 and February 25, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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NEW YORK, July 05, 2026 (GLOBE NEWSWIRE) -- Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against FS KKR Capital Corp. (“FS KKR Capital” or the “Company”) (NYSE: FSK) and reminds investors of the July 3, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.
Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.
As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) the Company overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (2) the Company overstated the valuation of its portfolio investments and/or overstated the effectiveness of the Company’s portfolio valuation process; (3) the Company overstated the durability of its quarterly distribution strategy; and (4) that, as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.
Faruqi & Faruqi, LLP also encourages anyone with information regarding FS KKR Capital’s conduct to contact the firm, including whistleblowers, former employees, shareholders and others.
To learn more about the FS KKR Capital Corp. class action, go to www.faruqilaw.com/FSK or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).
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Frequently Asked Questions (FAQ) for Investors Regarding the FS KKR Capital Corp. Securities Class Action Lawsuit:
What is the FS KKR Capital securities fraud lawsuit about?
The FS KKR Capital securities fraud lawsuit is a federal securities class action alleging that FS KKR Capital Corp. (NYSE: FSK) and its executives made false and misleading statements to investors by overstating the effectiveness of its portfolio restructuring efforts for nonaccrual companies, overstating the valuation of its portfolio investments, and overstating the durability of its quarterly distribution strategy. As the truth emerged through a series of disclosures — including an August 6, 2025 report revealing a 6.2% decline in net asset value, a $474 million drop in total fair value of investments, and a loss per share of negative $0.75, followed by a February 25, 2026 announcement of further NAV deterioration, an additional $406 million decline in investment fair value, a dividend cut from $0.70 to $0.48 per share, and an acknowledgment that identified problem companies accounted for only 50% of net realized and unrealized losses — FSK's stock price dropped sharply, causing significant losses for investors.
Who may be eligible to participate in the FS KKR Capital class action lawsuit?
Investors who purchased or acquired FS KKR Capital Corp. (FSK) stock between May 8, 2024 and February 25, 2026 — the Class Period — and suffered financial losses may be eligible to participate in the FS KKR Capital securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former FS KKR Capital employees, and others with relevant information about the Company's conduct are also encouraged to come forward.
What is a lead plaintiff, and how can I seek appointment in the FS KKR Capital lawsuit?
A lead plaintiff in the FS KKR Capital class action is a court-appointed investor — typically the one with the largest financial interest in the case — who directs and oversees the litigation on behalf of all class members. Any FS KKR Capital investor who purchased FSK stock during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is July 3, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.
What should investors do if they purchased FS KKR Capital stock during the Class Period?
Investors who purchased FS KKR Capital Corp. (FSK) stock between May 8, 2024 and February 25, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the FS KKR Capital securities class action is July 3, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/FSK for more information.
Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.
A photo accompanying this announcement is available at https://www.globenewswire.com/NewsRoom/AttachmentNg/7f60c456-51b6-4096-a862-d5d3beda6cc5
