Live financial news intelligence

Track market-moving stories before they get noisy

Real-time pulse of financial headlines curated from 5 premium feeds.

Latest market signal English

Coverage 118,167 Raw stories ingested 12,855 rewritten in CS_CZ • 5 to rewrite (last 2 days).

Symbols 2,743 Assets with fetched stories

Cryptocurrencies BTC 5,206 ETH 3,633 XRP 2,158 SOL 2,096 USDC 1,196 HYPE 1,078

Stocks SPCX 1,129 NVDA 982 MSFT 919 MU 899 GOOGL 698 AMZN 666

Commodities GOLD 299 SILVER 161 OIL 70 PLATINUM 8 PALLADIUM 3 COPPER 2

Forex EURUSD 269 GBPUSD 227 USDCAD 86 USDJPY 78 AUDUSD 55 USDCHF 42

2,068 with rewritten stories in CS_CZ • Hot assets ranked by fetched stories.

Agents 7 Live Pipeline agents

FMP Stock News Fetch every minute running now
FMP Forex News Fetch every 5 min 5m ago
CoinGecko News Fetch every 5 min 5m ago
FIO Stock News Fetch every 10 min 9m ago
Patria Stock News Fetch every 10 min 9m ago
Editorial rewrite Rewrite every minute 1m ago
Asset sync Assets every 1 hour 49m ago

Latest coverage

Market News Feed

Scan headlines quickly, then expand any story for source context.

Category Source Ticker

Clear

Details	Date	Content	Source
	Saved 2026-07-03 14:21 1mo ago Published 2026-07-03 08:25 1mo ago	Why Nvidia Must Be More Like Apple to Remain World's Most Valuable Company NVDA Nvidia	FMP Stock News
Original source text Nvidia is losing ground to Apple in the competition to be the world's largest company by market value.
	Saved 2026-07-03 14:21 1mo ago Published 2026-07-03 08:51 1mo ago	Wall Street Is Split on Meta's Secret Cloud Move, and One Side Is Very Wrong NVDA Nvidia	FMP Stock News
Original source text © Drew Angerer / Getty Images News via Getty Images Meta Platforms (NASDAQ:META \| META Price Prediction) is reportedly considering renting idle GPU capacity as a cloud business, and the market has picked sides. Meta shares climbed 7% in the past five days, while CoreWeave (NASDAQ:CRWV) shed 14% over just the past five days. A recent “Diet TBPN” panel laid out three framings for what is happening. At least one has to be wrong. Neoclouds are specialized AI compute renters, with CoreWeave the poster child. Inference means running trained AI models to serve users, distinct from training runs that made GPUs famous. The bear case for neoclouds The host walked through a thesis from investor “Amit Is Investing.” If Meta is selling idle compute, then compute is not constrained, which would hurt neoclouds like CoreWeave and Iron and could push Meta to cut CapEx and drag down semis broadly. CoreWeave built its story around scarcity. The company reported Q1 revenue growth of 111.6% year over year, with a revenue backlog near $99 billion that includes a $21 billion Meta commitment signed in March. Net loss widened to $740 million, and interest expense keeps climbing. If hyperscalers dump spare capacity into the same market, pricing for CoreWeave and peers gets ugly fast. The stock is already down 32% over the past month. The second-order bear case matters more. If Zuckerberg trims Meta’s $125 to $145 billion 2026 CapEx guide, that ripples through NVIDIA (NASDAQ:NVDA) and the semis complex. NVIDIA shares are already off 13.5% over the past month. The bull case for a CapEx arms race Flip the lens. If Meta decides cloud is a better business than ads, it would have to spend like Google, Microsoft (NASDAQ:MSFT), and Amazon (NASDAQ:AMZN) to compete. Alphabet (NASDAQ:GOOGL) just reported Q1 cloud revenue of $20.03 billion growing 63% YoY, with backlog above $460 billion on FY2026 CapEx guidance around $175 to $185 billion. Meta trades at a forward PE of about 18, with 20%+ revenue growth and 40%+ operating margins. Ads is a great business. Cloud at Google’s growth rate is an obviously better one. A Meta cloud pivot means the arms race adds one more well-funded participant, bullish for NVIDIA, whose CEO Jensen Huang framed the AI factory buildout as “the largest infrastructure expansion in human history.” Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today. Jordi Hays argued Meta has a distribution advantage most people ignore. Existing relationships with mobile gaming studios and D2C e-commerce companies could give Meta a warm channel for selling inference. A guest was skeptical, saying “I don’t know that I buy that, that the fact that they have every single mobile gaming company and D2C e-commerce business on actually flows over to, well, now get your tokens from us.” Is compute really in surplus? Commenter Jay Yoon offered the third framing, the most uncomfortable one for the bear side. “We are still massively short compute. Meta and xAI are selling compute because there’s no inference demand for their models. It’s a compute allocation problem. Too much compute in the hands of players with no internal use for it.” Under Yoon’s read, the aggregate market is still undersupplied. Specific players who overbuilt for their own model demand are stuck with expensive silicon and no internal customer. That reframes the question as a distribution problem. CoreWeave’s role as neutral middleware between models and silicon becomes more valuable, which is how CEO Michael Intrator has been pitching the company. He said CoreWeave “sits between the models and the silicon.” The takeaway The panel drew the obvious parallel to Reality Labs, which posted another $4.03 billion operating loss in Q1. Meta has an expensive-side-quest track record, so Jordi Hays suggested Meta will need to formally address the rumors quickly to control the narrative before speculation prices the stock for it. For a regular investor, hold all three framings at once. If Meta confirms a serious cloud effort, watch its CapEx guidance, because a raise signals arms race and a cut signals retreat. Watch CoreWeave’s Q2 pricing commentary, because that is where oversupply shows up first. And check Alphabet’s cloud backlog trajectory for what real hyperscale traction looks like at scale. Sentiment on Meta already sits at a composite score of 63.25, bullish with medium confidence. The crowd is leaning. The debate is not settled. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:21 1mo ago Published 2026-07-03 09:59 1mo ago	Can Nvidia regain its momentum in the second half of 2026? NVDA Nvidia	FMP Stock News
Original source text Vendors can use your data to provide services. Declining a vendor can stop them from using the data you shared. TCF vendors Exponential Interactive, Inc d/b/a VDX.tv Cookie duration: 90 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Index Exchange Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Quantcast Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest BeeswaxIO Corporation Cookie duration: 395 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Sovrn, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Adkernel LLC Cookie duration: 180 (days). Data collected and processed: IP addresses, Device identifiers, Non-precise location data, Precise location data, Users’ profiles more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Adikteev Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Non-precise location data, Users’ profiles more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest RTB House S.A. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent The UK Trade Desk Ltd Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Nexxen Inc. Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Epsilon Cookie duration: 400 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Yahoo EMEA Limited Cookie duration: 750 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent ADventori SAS Cookie duration: 90 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Triple Lift, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Xandr, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Nexxen Group LLC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest NEURAL.ONE Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent ADITION (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Active Agent (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Equativ Cookie duration: 366 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Adform A/S Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Magnite, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest RATEGAIN ADARA INC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Sift Media, Inc Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data more View details \| Privacy policy Consent Lumen Research Limited Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent OpenX Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Yieldlab (Virtual Minds GmbH) Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Simplifi Holdings LLC Cookie duration: 366 (days). Data collected and processed: IP addresses, Device identifiers, Precise location data more Uses other forms of storage. View details \| Privacy policy Consent PubMatic, Inc Cookie duration: 1827 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Comscore B.V. Cookie duration: 720 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Flashtalking Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Sharethrough, Inc Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent PulsePoint, Inc. Cookie duration: 1830 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Smaato, Inc. Cookie duration: 21 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Crimtan Holdings Limited Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest Criteo SA Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent SCOPE3 SAS Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest LiveRamp Cookie duration: 3653 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent WPP Media Cookie duration: 395 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Lamark Media Group, LLC Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device identifiers, Non-precise location data more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest LoopMe Limited Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Dynata LLC Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Ask Locala Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Azira Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest DoubleVerify Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest BIDSWITCH GmbH Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent IPONWEB GmbH Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent NextRoll, Inc. Cookie duration: 395 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Media.net Advertising FZ-LLC Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest LiveIntent Inc. Cookie duration: 731 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Basis Global Technologies, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy ConsentLegitimate interest Seedtag Advertising S.L Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent SMADEX, S.L.U. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Bombora Inc. Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Outbrain UK Limited Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Yieldmo, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest A Million Ads Consent Remerge GmbH Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Affle Iberia SL Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Delta Projects AB Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy ConsentLegitimate interest AcuityAds Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Rockerbox, Inc Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest StackAdapt Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest OneTag Limited Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Smartology Limited ConsentLegitimate interest Improve Digital Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Adobe Advertising Cloud Cookie duration: 730 (days). Data collected and processed: IP addresses, Device identifiers, Authentication-derived identifiers, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Bannerflow AB Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent TabMo SAS Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Integral Ad Science (incorporating ADmantX) Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest Wizaly Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Weborama Cookie duration: 393 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Readpeak Oy Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Jivox Corporation Cookie duration: 365 (days). Data collected and processed: IP addresses, Device identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Sojern, Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Polar Mobile Group Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Privacy choices more View details \| Privacy policy Legitimate interest On Device Research Limited Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Exactag GmbH Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Celtra Inc. Consent ADTIMING TECHNOLOGY PTE. LTD Cookie duration: 30 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Gemius SA Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent InMobi Technology Services Pte. Ltd. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent The Kantar Group Limited Cookie duration: 914 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Samba TV UK Limited Cookie duration: 1825 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent Nielsen Media Research Ltd. Cookie duration: 120 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent RevX Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Users’ profiles, Privacy choices more View details \| Privacy policy Consent Pixalate, Inc. Consent Triapodi Ltd. d/b/a Digital Turbine Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Privacy choices more View details \| Privacy policy Consent AudienceProject A/S Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Eulerian Technologies Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Privacy policy Consent Seenthis AB travel audience GmbH Cookie duration: 397 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent HUMAN Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Non-precise location data more View details \| Privacy policy Legitimate interest Streamwise srl Cookie duration: 366 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Innovid LLC Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Zeta Global Corp. Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent Madington Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Non-precise location data more View details \| Privacy policy Legitimate interest Opinary (Affinity Global GmbH) Cookie duration: 60 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent GumGum Australia, Inc. Cookie duration: 90 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent Cint USA, Inc. Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent Jampp LTD Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Realtime Technologies GmbH Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, User-provided data, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest DeepIntent, Inc. Cookie duration: 548 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Happydemics Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Privacy policy Consent Otto GmbH & Co. KGaA Cookie duration: 365 (days). Data collected and processed: IP addresses, Device identifiers, Browsing and interaction data, User-provided data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Adobe Audience Manager, Adobe Experience Platform Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy Consent CHEQ AI TECHNOLOGIES Localsensor B.V. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Precise location data, Privacy choices more Uses other forms of storage. View details \| Privacy policy Consent Adnami Aps Legitimate interest Blue Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Mobsuccess Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Liftoff Monetize and Vungle Exchange Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest The MediaGrid Inc. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Go.pl sp. z o.o. Cookie duration: 1095 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest HyperTV, Inc. Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Appier PTE Ltd Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest 6Sense Insights, Inc. Cookie duration: 731 (days). Data collected and processed: IP addresses, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Google Advertising Products Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest GfK GmbH Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Clinch Labs LTD Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Amazon Ads Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent LinkedIn Ireland Unlimited Company Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Authentication-derived identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Aarki, Inc. Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, User-provided data, Non-precise location data more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Moloco, Inc. Cookie duration: 730 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Nielsen International SA Cookie duration: 390 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, User-provided data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Mintegral International Limited Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest PRECISO SRL Cookie duration: 360 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles more Cookie duration resets each session. Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Pelmorex Corp. Cookie duration: 365 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Storage details \| Privacy policy Consent TikTok Ad Network Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Extreme Reach, Inc Cookie duration: 180 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Privacy policy Consent Somplo Ltd Legitimate interest Adelaide Metrics Inc Legitimate interest Baidu (Hong Kong) Limited Consent Arpeely Ltd. ConsentLegitimate interest Adventure Media SARL Cookie duration: 3650 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Cookie duration resets each session. View details \| Storage details \| Privacy policy ConsentLegitimate interest Microsoft Advertising Cookie duration: 396 (days). Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Authentication-derived identifiers, Browsing and interaction data, User-provided data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Opera Software Ireland Limited ConsentLegitimate interest xpln.ai SAS Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Browsing and interaction data, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest ABCS INSIGHTS Consent Affle Inc Consent Admaster Private Limited Cookie duration: 365 (days). Data collected and processed: IP addresses, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy Consent Bidease Inc Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Non-precise location data, Privacy choices more Uses other forms of storage. View details \| Storage details \| Privacy policy ConsentLegitimate interest Intango Ltd Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Probabilistic identifiers, Non-precise location data, Privacy choices more View details \| Privacy policy Legitimate interest Persona.ly Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Probabilistic identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more View details \| Privacy policy ConsentLegitimate interest Unity Technologies SF Doesn't use cookies. Data collected and processed: IP addresses, Device characteristics, Device identifiers, Browsing and interaction data, Non-precise location data, Users’ profiles, Privacy choices more Uses other forms of storage. View details \| Privacy policy ConsentLegitimate interest Ad partners Artsai Consent Meta Consent C3 Metrics Consent Roku Advertising Services Consent eBay Consent Evidon Consent GroovinAds Consent Sizmek Consent Relay42 Consent Equativ Consent SMN Corporation Consent TrustArc Consent CyberAgent Consent MicroAd Consent AdMaxim Consent Outbrain Inc. Consent Magnite Consent Yango Consent Singular Labs Inc. Consent Neustar Consent Netquest Consent Cloudflare Consent Salesforce DMP Consent Bridgewell Consent AppLovin Corp. Consent AdTheorent, Inc. Consent Rackspace Consent Placed Consent NinthDecimal Consent TreSensa Consent Bigabid Consent Optimize LCC D.B.A Genius Monkey Consent gskinner Consent Yahoo! Japan Consent Chalk Digital Consent jsdelivr Consent HockeyCurve Consent Upwave Consent IQM Consent fluct Consent Zucks Consent UNICORN Consent AdFalcon Consent Supership Consent Marketing Science Consulting Group, Inc. Consent Kobler Consent Adstra Consent Oracle Data Cloud Consent Throtle Consent ironSource Mobile Consent MediaPal Consent Tuky Data Consent CONTXTFUL Consent MarketCast LLC Consent LeadsRx Consent clean.io Consent Loblaw Media Consent Ad Lightning Consent Lacuna Consent Coupang Consent Playable Factory Consent Prism Partner Consent TemuDSP Consent DISQO Consent Mercado Livre Consent
	Saved 2026-07-03 14:20 1mo ago Published 2026-07-03 10:01 1mo ago	Visa Inc. (V) Is a Trending Stock: Facts to Know Before Betting on It V Visa	FMP Stock News
Original source text Visa (V - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this global payments processor have returned +13.1% over the past month versus the Zacks S&P 500 composite's -1.7% change. The Zacks Financial Transaction Services industry, to which Visa belongs, has gained 11.8% over this period. Now the key question is: Where could the stock be headed in the near term? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Visa is expected to post earnings of $3.22 per share, indicating a change of +8.1% from the year-ago quarter. The Zacks Consensus Estimate has changed +0% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $13.1 points to a change of +14.2% from the prior year. Over the last 30 days, this estimate has remained unchanged. For the next fiscal year, the consensus earnings estimate of $14.82 indicates a change of +13.2% from what Visa is expected to report a year ago. Over the past month, the estimate has changed +0.1%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #2 (Buy) for Visa. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. In the case of Visa, the consensus sales estimate of $11.35 billion for the current quarter points to a year-over-year change of +11.6%. The $45.37 billion and $50.07 billion estimates for the current and next fiscal years indicate changes of +13.4% and +10.4%, respectively. Last Reported Results and Surprise HistoryVisa reported revenues of $11.23 billion in the last reported quarter, representing a year-over-year change of +17.1%. EPS of $3.31 for the same period compares with $2.76 a year ago. Compared to the Zacks Consensus Estimate of $10.69 billion, the reported revenues represent a surprise of +5.03%. The EPS surprise was +7.12%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period. ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Visa is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Visa. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
	Saved 2026-07-03 14:20 1mo ago Published 2026-07-03 10:05 1mo ago	Which Stocks Win When Google AI Powers Walmart's Checkout? WMT Walmart	FMP Stock News
Original source text The Walmart (NYSE:WMT \| WMT Price Prediction) partnership with Google to build a Gemini-powered agentic shopping experience reshapes who captures value when artificial intelligence handles browsing, recommending, and buying. The retailer supplies the catalog and customer base, but the stack underneath (the model, card network, checkout financing, discovery layer) is where public-market investors own a piece of the shift. Ranking beneficiaries by execution, growth, and centrality to agentic commerce infrastructure reveals a clear top five of winners. 5. PayPal: The Rail That Needs a Reboot PayPal (NASDAQ:PYPL) is the checkout button agentic shoppers already recognize. New CEO Enrique Lores delivered a Q1 FY26 beat with shares at $45.47 after non-GAAP EPS of $1.34 vs. $1.27 expected on revenue of $8.35 billion, up 7.2% year over year, with total payment volume of $463.95 billion. Branded checkout underperformed, GAAP operating margin contracted 182 basis points to 17.8%, and management guided Q2 non-GAAP EPS to decline roughly 9% year over year. Prediction markets peg odds of a full Stripe takeover in 2026 at just 11.5%. The stock is down 22.1% year to date. Relevant, but the weakest execution in this group. 4. Wayfair: Agentic Discovery for a Giant Catalog Wayfair (NYSE:W) is the natural laboratory for AI-assisted shopping. Millions of home goods SKUs are exactly what a Gemini agent needs to excel. CEO Niraj Shah’s Q1 FY26 showed revenue of $2.93 billion, up 7.4% year over year, active customers of 21.4 million, AOV of $312, and the best Q1 adjusted EBITDA margin in five years at 5.2%. Shares trade near $94.50, up 67.4% over the past year, with analyst target at $93.54. Wayfair carries a $2.8 billion stockholders’ deficit and $2.9 billion in long-term debt, so leverage remains a meaningful overhang. It wins if AI agents turn browsing paralysis into completed carts. 3. Affirm: BNPL Along for the Ride Affirm (NASDAQ:AFRM) is the financing layer that an agentic checkout presents when a cart reaches a certain size. Q3 FY26 revenue rose 32.6% year over year to $1.04 billion, gross merchandise volume (GMV) hit $11.60 billion (the 10th consecutive quarter above 30% growth), Affirm Card GMV jumped 146% to $2.10 billion, and cardholders doubled to 4.4 million. Cost of funds fell to 5.8%, its lowest in three and a half years. Management called it “genuine product market fit.” Shares trade at $84.58, up 19.1% over the past month, with forward P/E of 42x. Concentration risk: top five partners drive 42% to 46% of GMV. 2. Mastercard: Every Agentic Swipe Settles Here Mastercard (NYSE:MA) is the pipe every agent-initiated purchase rides. CEO Michael Miebach is explicitly building for this future with Mastercard Agent Pay and a planned acquisition of BVNK for stablecoin settlement. Q1 FY26 delivered adjusted EPS of $4.60 vs. $4.41 expected, revenue of $8.40 billion up 15.8% year over year, cross-border volume up 13%, value-added services up 22%, and adjusted operating margin of 60.8%. The company returned $4.0 billion via buybacks. Shares at $539.39 rallied 12.9% over the past month, though the stock is still down 5.5% year to date. It is boring, essential, and quietly reworking its rails for the agent era. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. 1. Alphabet: The Engine That Does the Shopping Alphabet (NASDAQ:GOOGL) is the deal. Walmart’s agentic shopping surface runs on Gemini, scaling faster than any other Alphabet asset. Q1 FY26 revenue hit $109.90 billion, up 21.8% year over year, EPS came in at $5.11 vs. $2.63 expected, Google Cloud grew 63% to $20.03 billion with backlog above $460 billion, and Gemini API usage reached more than 16 billion tokens per minute, up 60% sequentially. Sundar Pichai said, “Our AI investments and full stack approach are lighting up every part of the business.” 2026 capital expenditure is guided to $180 billion to $190 billion. Shares at $359.91 are up 101.5% over the past year and 15.0% year to date, with forward P/E near 25x and analyst target of $432.65. Prediction markets see a 76.8% chance the next Gemini Pro ships within weeks. If Walmart proves the model, every big-box retailer will call Mountain View next. The Bottom Line Alphabet owns the model doing the work; Mastercard, Affirm, Wayfair, and PayPal each capture a slice of what happens after the agent decides. Agentic commerce is early and unproven. Consumers may resist letting software authorize purchases, and regulators are watching buy-now-pay-later and AI-mediated transactions closely. Alphabet is the cleanest way for investors to own the pick-and-shovel of AI-driven retail, backed by $402.8 billion in annual revenue and a cloud business compounding at triple-digit rates on a large base. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Google didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:19 1mo ago Published 2026-07-03 10:01 1mo ago	Exxon Mobil Corporation (XOM) is Attracting Investor Attention: Here is What You Should Know XOM ExxonMobil	FMP Stock News
Original source text Exxon Mobil (XOM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this oil and natural gas company have returned -9.8%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Oil and Gas - Integrated - International industry, which Exxon falls in, has lost 10.3%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings EstimatesRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. For the current quarter, Exxon is expected to post earnings of $3.98 per share, indicating a change of +142.7% from the year-ago quarter. The Zacks Consensus Estimate has changed -5.6% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $11.9 points to a change of +70.2% from the prior year. Over the last 30 days, this estimate has changed +2.1%. For the next fiscal year, the consensus earnings estimate of $11.07 indicates a change of -7% from what Exxon is expected to report a year ago. Over the past month, the estimate has changed +4.6%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Exxon. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. In the case of Exxon, the consensus sales estimate of $98.89 billion for the current quarter points to a year-over-year change of +21.3%. The $391.06 billion and $384.67 billion estimates for the current and next fiscal years indicate changes of +17.7% and -1.6%, respectively. Last Reported Results and Surprise HistoryExxon reported revenues of $85.14 billion in the last reported quarter, representing a year-over-year change of +2.4%. EPS of $1.16 for the same period compares with $1.76 a year ago. Compared to the Zacks Consensus Estimate of $81.49 billion, the reported revenues represent a surprise of +4.47%. The EPS surprise was +8.41%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates just once over this period. ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Exxon is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Exxon. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:19 1mo ago Published 2026-07-03 08:00 1mo ago	Ford achieves quality milestone, as CEO targets flawless new vehicle launches F Ford Motor Company	FMP Stock News
Original source text DETROIT — Ford Motor regularly promotes itself as a cornerstone of American manufacturing, business and truck leadership with its best-selling F-Series pickups, but it also has led the U.S. in one area that it isn't so proud of: vehicle recalls and quality issues. They've plagued the Detroit automaker's earnings, degraded customer trust and stained Ford's reputation for much of the past decade. The automaker has issued 53 recalls for more than 12 million vehicles so far this year after an industry record of 153 recalls covering 13 million cars and trucks in 2025. But that period for Ford is coming to an end, CEO Jim Farley told CNBC during an exclusive interview, as the automaker notched a key quality milestone. He said Ford has learned from its past mistakes and will use that knowledge to attempt to flawlessly launch a litany of new products in the coming years. "Our best days are in front of us as we continue to execute this quality turnaround for our investors, for employees, for our customers," Farley said during a phone interview. "We're going to have all new vehicles across our entire North America range in a couple of years, and so that whole new lineup, we have to launch all those perfectly." Doing so will be a difficult task. New vehicle launches, especially ones with emerging technologies such as software-defined systems and electrified powertrains, are complex, and one issue can have a ripple effect on an entire product line. It's something Farley knows all too well. Such issues have cost Ford billions of dollars in losses under his nearly six-year tenure leading the company. The automaker this week added to its 2026 recall total by recalling 741,195 SUVs and F-150 pickup trucks that varied in age from the 2018 to 2021 model years. Investors have been closely watching the issues, saying unneeded warranty costs are a risk to the company's guidance and future business plans. Warranty costs are the expenses an automaker incurs to cover repairs, replacements and other costs for defective parts or workmanship under a certain period of time or miles driven after customers purchase a new vehicle. Ford said it reduced warranty and materials costs by $1.5 billion in 2025, when adjusted for volume and mix, and is targeting an additional reduction in warranty and material costs in 2026. This follows the company's warranty costs reaching a high of $4.8 billion in 2023. "While warranty costs had been a clear drag to earnings over the past several years, Ford appears to have 'turned the corner,'" Barclays analyst Dan Levy said in a May 15 investor note, citing four consecutive quarters of year-over-year warranty benefits. "We believe the 1Q warranty improvement is encouraging, yet believe further improvement will still be needed." Ford No. 1 in initial qualityThe company last week received outside validation of its yearslong efforts to turn around its product issues as the Ford brand was named the top mass-market brand in the U.S. in J.D. Power's initial quality ranking. After the news was released on June 25, Ford stock rose 2%, making it the company's second-best trading day of the month. Ford stock in 2026 It's the first time since 2010 that Ford has led mainstream brands in the influential study, which assesses expected new vehicle quality based on owner-reported problems within the first 90 days of ownership. Ford, which ranked No. 23 in 2023, ranked third among all brands, behind luxury makers Porsche and Hyundai's Genesis. It came before Toyota's Lexus brand at No. 4. Ford improved in nearly every vehicle category measured by J.D. Power in initial quality, including software, infotainment and power trains. The acknowledgement comes as Farley has doubled down on efforts to restructure Ford's leadership, including its bonuses and incentives; focus on quality; and revamp its processes as well as those of suppliers and other partners to more proactively identify potential problems. "I'm very proud that an American car company can beat the world in initial quality, but obviously none of us are satisfied," said Farley, who worked at Toyota for nearly 19 years before Ford. "We have so much left to do to be the No. 1 quality brand in all attributes." watch now Farley said Ford needs to continue trying to lower its warranty costs and future recalls as well as improve its overall quality reputation, including long-term durability. Ford and its luxury Lincoln brand respectively ranked 18th and 19th in J.D. Power's U.S. Vehicle Dependability Study released in February, well below the industry average. That study looks at vehicles over a longer period. Farley declined to predict when Ford, which has led recalls in the U.S. since 2024, will not hold that position anymore, saying he can't control what happens in older-model vehicles as well as competitors' efforts in quality. But he did say everything the company is doing "will absolutely lead to a massive reduction" in future recalls of current and future products. "The ultimate success metric is will we do it over the course of five or 10 years through launches, through all sorts of economic cycles," he said. "Everyone wants the quick answer, but when it comes to quality, time is the most important measure of success." Ford's quality effortsRecalls are companies rectifying mistakes that weren't caught or known during a vehicle's development or production. They can range from mundane issues such as visor labels or software updates to severe, potentially deadly issues for consumers. Ford's most recent quality efforts have focused on finding any issues as soon as possible in a vehicle's development, which Farley said meant structurally rearranging the company's processes. He implemented a new organizational structure and has hired 350 technical specialists since 2023, held more routine meetings, encouraged closer collaboration with suppliers and rolled out more rigorous testing during the entire vehicle development process. Ford also changed its bonus structure, tying executive compensation more closely to quality metrics, including those for new executives from Whirlpool and Johnson Controls who brought additional quality expertise. Ford has still had to deal with issues along the way. After it rolled out new artificial intelligence tools to detect problems, the company had to ultimately bring back what it calls veteran "gray beard" engineers to help guide younger staff members and to better train its AI models. watch now "We found in the past that Ford restructured the company to save money, only to find that we had let go experienced people in supply chain and manufacturing and engineering," he said. "By bringing those people back, that complements all this AI technology." For many companies, AI has increasingly shown it can increase productivity of many tasks but might not be as efficient if it's not properly trained and deployed to assist the work of human employees. Farley said that while Ford's quality efforts are a never-ending journey, he believes the company is about halfway through its most recent turnaround efforts under his Ford+ business plan, which is just beginning to show Ford's future upside. "I know after 40 years how important quality is and durability is, and how difficult it is to be the best, which we now are initial," Farley said. "We cannot lose this momentum, it has to be a culture."
	Saved 2026-07-03 14:19 1mo ago Published 2026-07-03 10:01 1mo ago	Investors Heavily Search General Motors Company (GM): Here is What You Need to Know GM General Motors	FMP Stock News
Original source text General Motors (GM - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Shares of this an automotive manufacturer have returned -8.7% over the past month versus the Zacks S&P 500 composite's -1.7% change. The Zacks Automotive - Domestic industry, to which General Motors belongs, has lost 6.7% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. General Motors is expected to post earnings of $3.11 per share for the current quarter, representing a year-over-year change of +22.9%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The consensus earnings estimate of $12.85 for the current fiscal year indicates a year-over-year change of +21.2%. This estimate has remained unchanged over the last 30 days. For the next fiscal year, the consensus earnings estimate of $14.23 indicates a change of +10.7% from what General Motors is expected to report a year ago. Over the past month, the estimate has changed +0.1%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, General Motors is rated Zacks Rank #2 (Buy). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For General Motors, the consensus sales estimate for the current quarter of $46.65 billion indicates a year-over-year change of -1%. For the current and next fiscal years, $185.27 billion and $191.08 billion estimates indicate +0.1% and +3.1% changes, respectively. Last Reported Results and Surprise HistoryGeneral Motors reported revenues of $43.62 billion in the last reported quarter, representing a year-over-year change of -0.9%. EPS of $3.7 for the same period compares with $2.78 a year ago. Compared to the Zacks Consensus Estimate of $43.94 billion, the reported revenues represent a surprise of -0.72%. The EPS surprise was +41.76%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period. ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. General Motors is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about General Motors. However, its Zacks Rank #2 does suggest that it may outperform the broader market in the near term.
	Saved 2026-07-03 14:19 1mo ago Published 2026-07-03 09:19 1mo ago	AT&T vs Verizon: The Better Dividend Stock For 2026 VZ Verizon	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. AT&T (NYSE:T \| T Price Prediction) and Verizon (NYSE:VZ) both closed transformative fiber acquisitions early this year and just delivered Q1 2026 results that show two telecom giants racing toward the same convergence prize from very different starting points. AT&T is running an established playbook. Verizon is executing a turnaround under a brand new CEO. The quarter makes their choices unusually easy to compare. Fiber Momentum Carries One. A Turnaround Story Carries the Other. AT&T posted $31.51 billion in revenue and adjusted EPS of $0.57, with consumer wireline broadband revenue jumping 27.3% to $2.80 billion after closing the Lumen Mass Markets fiber deal on February 2, 2026. John Stankey told investors AT&T saw “our best first quarter ever for Advanced Connectivity internet customer net additions.” The numbers back him up: 584,000 internet net adds and 294,000 postpaid phone adds at a tight 0.89% churn. That is a well-oiled machine. Verizon looks different. New CEO Dan Schulman inherited a franchise losing share, and Q1 delivered the first positive Q1 postpaid phone net adds since 2013, a swing of over 340,000 year over year. Revenue reached $34.44 billion with adjusted EPS of $1.28. Fiber broadband connections climbed 41.9% to roughly 10.8 million after the Frontier deal closed January 20, 2026. Schulman called it a “turnaround” that is “gaining momentum.” A January network outage still cost 80 basis points of wireless service revenue growth, so this is momentum with scars. Convergence Leader vs Turnaround Bet Lens AT&T Verizon Fiber footprint 37M+ locations, targeting 60M by 2030 30M+ homes and businesses post-Frontier Convergence rate Nearly 45% of home internet subs also on wireless Rebuilding under new leadership 2026 guidance Reiterated: EPS $2.25 to $2.35, FCF $18B+ Raised: EPS $4.95 to $4.99, FCF $21.5B+ Total debt $138.4B $172.5B Dividend yield 5.09% 6.27% Stankey is doubling down on bundling fiber and 5G through the AT&T Guarantee. Schulman is stripping friction, cutting SG&A by 3.1%, and pushing business EBITDA margins to 26.5% from 23.1%. SoFi Active Invest is offering a limited-time promotion. Open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. See for yourself by clicking here now. Verizon still carries higher leverage and softer wireless economics: postpaid phone churn rose to 0.97% and ARPA slipped 1.9%. The Next Test Is Whether Verizon Can Hold Its Gains I will be watching whether AT&T hits its 40 million fiber locations target by year-end while keeping churn under one point. For Verizon, the question is durability. One clean quarter of phone adds is not a trend, and the Starlink mobile narrative already spooked retail traders, dragging Reddit sentiment to a bearish 32 in late June. You should also keep an eye on integration costs from Frontier and whether Verizon repays that debt on schedule. Why I Lean Toward AT&T Today, With a Caveat Personally, I find AT&T’s story easier to trust right now. The convergence flywheel is already spinning, the fiber lead is real, and shares trade at just 7x trailing earnings after falling 25.99% over the past year. For yield-focused investors, Verizon’s 6.27% dividend and raised guidance frame it as the turnaround story to watch, especially if Schulman keeps delivering. If input costs, Starlink pressure, or another outage rattle the group, I would rather own the operator already executing than the one still proving it can. Want Up To $1,000? SoFi Is Giving New Active Invest Users Free StockLooking to grow your money but unsure where to begin? SoFi Active Invest is offering a limited-time promotion—open an account, fund it with $50 or more, and you could receive up to $1,000 in complimentary stock for Active Invest accounts. From $0 commission trading to fractional shares and automated investing, this app is designed to simplify investing for everyone, whether you’re just starting or already experienced. Its easy to sign up and secure your bonus. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:19 1mo ago Published 2026-07-03 10:01 1mo ago	Verizon Communications Inc. (VZ) is Attracting Investor Attention: Here is What You Should Know VZ Verizon	FMP Stock News
Original source text Verizon Communications (VZ - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Over the past month, shares of this largest U.S. cellphone carrier have returned -5.2%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Wireless National industry, which Verizon falls in, has lost 11.4%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. For the current quarter, Verizon is expected to post earnings of $1.27 per share, indicating a change of +4.1% from the year-ago quarter. The Zacks Consensus Estimate has changed -0.2% over the last 30 days. The consensus earnings estimate of $4.96 for the current fiscal year indicates a year-over-year change of +5.3%. This estimate has changed +0.3% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $5.25 indicates a change of +5.7% from what Verizon is expected to report a year ago. Over the past month, the estimate has changed -0.1%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Verizon is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. In the case of Verizon, the consensus sales estimate of $35.41 billion for the current quarter points to a year-over-year change of +2.6%. The $142.69 billion and $144.99 billion estimates for the current and next fiscal years indicate changes of +3.3% and +1.6%, respectively. Last Reported Results and Surprise HistoryVerizon reported revenues of $34.44 billion in the last reported quarter, representing a year-over-year change of +2.9%. EPS of $1.28 for the same period compares with $1.19 a year ago. Compared to the Zacks Consensus Estimate of $35.03 billion, the reported revenues represent a surprise of -1.7%. The EPS surprise was +4.92%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates two times over this period. ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Verizon is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Verizon. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:18 1mo ago Published 2026-07-03 09:45 1mo ago	This 65-Year Dividend Streak Nearly Broke. Here Is Why It Keeps Rising CINF Cincinnati Financial	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Cincinnati Financial (NASDAQ:CINF \| CINF Price Prediction) just sent another quarterly check to shareholders, extending one of the most remarkable streaks in American business. The Ohio-based property and casualty insurer declared a quarterly cash dividend of 94 cents per share, payable July 15, to shareholders of record as of June 23. That payout represents an 8% increase over the prior year quarterly rate of 87 cents, keeping the company firmly inside the elite Dividend King club with 65 consecutive years of hikes. What makes this raise notable is the context. A year ago, this streak looked vulnerable. Now it looks bulletproof. Here is the scorecard, and why the dividend keeps rising even after the closest call in decades. The Dividend Scorecard: Grade A Cincinnati Financial earns an A on the dividend report card, and the math behind that grade is straightforward. Yield: Roughly 2% at current prices, modest but consistent with high-quality compounders. Growth streak: 65 consecutive years of increases, putting CINF among fewer than a dozen U.S. public companies with this distinction. Latest hike: 8%, well above the rate of inflation and the long-run average raise. Payout coverage: Trailing EPS of $17.49 against an annualized dividend of $3.55 leaves the dividend deeply covered by earnings. Valuation: Trailing P/E of 11, with a price-to-book ratio of 1.81. The only soft spot is the headline yield. At a stock price of around $191, CINF does not scream income. But Dividend Kings are compounding machines, and the total return profile bears that out. How Close The Streak Came To Cracking The 65-year run was tested hard in early 2025. The California wildfires became the worst catastrophe loss in company history, and the damage showed up in the financials. Cincinnati Financial reported a net loss of $90 million in Q1 2025, with non-GAAP operating income flipping to a $37 million loss. Personal lines combined ratios blew out. The narrative around the stock shifted from compounder to catastrophe story. One year later, the picture has completely flipped. Q1 2026 net income came in at $274 million, and non-GAAP operating income hit $330 million. CEO Stephen Spray summarized it plainly on the call: “Non-GAAP operating income was strong at $330 million for the quarter compared with an operating loss of $37 million a year ago.” EPS of $2.10 beat the $1.94 estimate, and revenue grew 12% year over year to $2.86 billion. Why The Dividend Keeps Rising: Three Pillars 1. Underwriting discipline that actually works: The Q1 2026 property casualty combined ratio improved by 18 percentage points to 96%. The accident year ex-catastrophe combined ratio of 88% is the kind of number that funds dividend hikes for years. Full-year 2025 closed with a 95% combined ratio, marking 14 consecutive years of underwriting profit. Read: Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here. 2. An investment portfolio that finally has wind at its back: Pretax investment income grew 14% in Q1 2026. The fixed-maturity portfolio earned a pretax yield of 5%, and new purchases hit a 5% yield. With $624 million of fixed-maturity purchases in the quarter, the income stream is compounding at higher reinvestment rates than the portfolio has seen in years. 3. A fortress balance sheet: Book value per share ended Q1 at $101.60, parent company cash and marketable securities sat at $5.6 billion and debt-to-total capital remained under 10%. CFO Michael Sewell put it directly: “We believe both our financial flexibility and our financial strength are in great shape.” The company also returned $133 million in dividends and repurchased 1.1 million shares at an average price of $164.93 during the quarter, signaling management’s willingness to buy its own stock around current levels. Total Return: The Real Story Investors who fixate on the modest yield miss the bigger picture. CINF is up more than 18% this year and nearly 31% over the past year, well ahead of the S&P 500’s 21% and 9% over those same windows. Over 10 years, CINF has returned more than 152% in price alone, before dividends are added back. On Thursday, the stock set a new 52-week high of $191.83. Risks Investors Should Watch The streak is intact, but the underwriting environment is shifting. Commercial lines combined ratio deteriorated 7 points to 99% in Q1 2026, and personal lines new business premiums fell 40%. Spray called out the pressure on the call: “We are definitely seeing pressure. The larger the premium, the larger the account, the more pressure there is.” Social inflation and legal system abuse remain a structural risk for casualty insurers. And with consumer sentiment sitting at 44.8 in May 2026, the macro backdrop is shakier than the underwriting numbers suggest. The Bottom Line Cincinnati Financial nearly tripped on its 65-year dividend streak in 2025 thanks to a once-in-a-company-history catastrophe. Twelve months later, the underwriting engine, the investment portfolio, and the balance sheet are all firing simultaneously. The latest 8% hike is a clear statement that management believes the worst is behind them. Income investors looking for a Dividend King they can hold through cycles have a fresh data point to anchor that thesis. If You’ve Been Thinking About Retirement, Pay Attention (sponsor) Retirement planning doesn’t have to feel overwhelming. The key is finding expert guidance, and SmartAsset’s simple quiz makes it easier than ever for you to connect with a vetted financial advisor. Here’s how: Answer a Few Simple Questions. Get Matched with Vetted Advisors Choose Your Fit Why wait? Start building the retirement you’ve always dreamed of. Get started today! (sponsor) Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:18 1mo ago Published 2026-07-03 09:55 1mo ago	PepsiCo Q2 Earnings Preview: Buy, Hold or Sell the Stock? PEP Pepsi	FMP Stock News
Original source text PEP heads into the Q2 earnings release with expected sales and EPS growth, but North America pressures and margin concerns may keep investors cautious.
	Saved 2026-07-03 14:17 1mo ago Published 2026-07-03 08:55 1mo ago	Wall Street analyst sets Intel stock price target for 12 months INTC Intel	FMP Stock News
Original source text As Intel Corp. (NASDAQ: INTC) signaled uptrend continuation in June, Frank Lee, a Wall Street analyst at HSBC Holdings plc (NYSE: HSBC), reiterated bullish sentiment for the next 12 months. Lee maintained a Buy rating on Intel stock price in a note to clients Thursday, July 2, analyzed by Finbold on July 3. The Wall Street analyst raised his 12-month target for the Intel share price from $100 to $200, representing a 100% increase. According to HSBC’s note, the sharp increase in Intel stock price target is mainly due to the firm now including Intel Foundry in its valuation for the first time. The analyst cited growing external customer engagement and improving foundry capacity as the main reasons. Lee also raised his server Intel CPU shipment growth forecasts, lifting the 2026 estimate to 25% year-over-year from 20%, and the 2027 estimate to 30% year-over-year from 20%. The analyst highlighted that his 2027 DCAI revenue projection of $33 billion is roughly 20% above the Wall Street consensus. He further noted that Intel’s 18A process technology is ahead of internal projections, strengthening confidence in the company’s ability to execute its roadmap. Lee emphasized that Intel is well positioned to deliver upside in both 2026 and 2027, driven by internal foundry capacity reallocation and accelerating customer commitments expected to begin in the second half of 2026. Intel stock price forecast and performance Following the notable increase in Lee’s 12-month Intel share price forecast, the average target for 38 Wall Street analysts was at $101.09 at press time, according to data from TipTanks. Intel share price forecast. Source: TipRanks Wall Street analysts may be cautious about Intel stock, potentially due to accelerating growth among its competitors. Some of the top Intel competitors include Advanced Micro Devices, Inc. (NASDAQ: AMD) and NVIDIA Corp. (NASDAQ: NVDA). Intel share price YTD chart. Source: Finbold Year-to-date (YTD), the Intel share price has surged over 205%, trading at about $120.35 at the time of publication. As such, Lee believes INTC stock could rally by more than 66%, while the average Wall Street analyst target suggests a potential 16% drop. Best Crypto Exchange for Intermediate Traders and Investors Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals. 0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees. Copy top-performing traders in real time, automatically. eToro USA is registered with FINRA for securities trading. 30+ million Users worldwide eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Take 2 mins to learn more. Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer!
	Saved 2026-07-03 14:17 1mo ago Published 2026-07-03 09:56 1mo ago	$1,000 invested in Intel stock a year ago is now worth INTC Intel	FMP Stock News
Original source text While not the absolute best performer within the timeframe, Intel (NASDAQ: INTC) stock would have, nonetheless, resulted in stellar returns to any trader who estimated the chipmaker’s long decline was nearing its end in the summer of 2025. Specifically, INTC shares stood at $22.49 on July 3, 2025 – exactly 12 months ago – while, at press time on July 3, 2026, they are changing hands at $120.35. Given the 435.13% rise within the timeframe, $1,000 invested in Intel stock 52 weeks ago would have turned into a $5,351.30 stake in the company for a $4,351.30 profit. Intel stock price one-year chart. Source: Google Why Intel stock has rallied massively The remarkable turn in INTC equity’s fortunes relative to the previous years – between the 2021 highs and the 2025 lows, it collapsed approximately 70% – can be attributed to a concentrated effort to mend the struggling core business, the persistence of the artificial intelligence (AI) boom, and backing from the White House. Indeed, the turning point for Intel stock came last year in late August when it was revealed that President Donald Trump’s administration agreed to invest $8.9 billion in the semiconductor giant. Considering the purchase was made at approximately $24, the U.S. government’s stake itself yielded a massive profit of roughly $36 billion as the position grew to almost $45 billion. Elsewhere, Intel stock managed to continue its rally in 2026 as investors seemingly began rotating out of Nvidia (NASDAQ: NVDA) after its market capitalization soared above $5 trillion in late 2025. Year-to-date (YTD), NVDA stock is up 3.17% while its smaller peers – Advanced Micro Devices (NASDAQ: AMD) and Intel – are up 131% and 205%, respectively. Wall Street sets Intel stock price target for the next 12 months Lastly, Wall Street analysts, on average, appear uncertain if INTC will be able to retain its upward momentum and consider it, overall, a ‘Hold’ while expecting a moderate correction within the next 12 months. Still, the most recent rating revision – the one issued on July 2 by HSBC’s Frank Lee – demonstrated that bulls have far from capitulated as it featured a ‘Buy’ recommendation and a $200 price target – a 100% lift from the same expert’s previous $100 forecast. Featured image via Shutterstock Best Crypto Exchange for Intermediate Traders and Investors Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals. 0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees. Copy top-performing traders in real time, automatically. eToro USA is registered with FINRA for securities trading. 30+ million Users worldwide eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Take 2 mins to learn more. Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer!
	Saved 2026-07-03 14:17 1mo ago Published 2026-07-03 08:00 1mo ago	American Express and Chase move luxury lounge wars beyond the airport AXP American Express	FMP Stock News
Original source text watch now An airport lounge — without the security screening or boarding pass. Credit card companies American Express and Chase are increasingly waging their luxury lounge wars outside the airport. From an air-conditioned retreat in the middle of the desert at Coachella to an exclusive athlete meet-and-greet at the Paris Olympics, these companies are investing big in premium hospitality spaces to win over affluent cardholders. "It's very expensive, but I think what's happening is that the issuers are finding that this is a premium differentiator," said Donald Fandetti, managing director of consumer finance equity research at Wells Fargo. "It's all about providing these services and experiences that make it worth it to the cardholder to pay those annual fees." American Express' Platinum and Chase's Sapphire Reserve cards — the leading premium cards in the market — both upped their annual fees last year. The Amex Platinum now carries a fee of $895 a year, and the Sapphire Reserve has a fee of $795. The perks associated with these cards, like dining credits, hotel upgrades and digital partnerships, help offset the cost. It's all an effort to capture and retain the highest spenders. Amex and Chase have jockeyed for years to be the preferred card for the American elite. More and more, access is making the difference. "Credit cards [with] higher fees, it's going to send a certain signal. But what we really need to be making sure is that we're understanding the psychology of exclusivity" said Dan Bennett, head of behavioral science at Ogilvy Consulting. "It's easy to say, 'I have lots of resources.' It's harder to say, 'I have enough social capital to earn my way into spaces.'" Beyond the airportSome of the events that American Express Platinum cardholders had lounge access to in 2025 include the US Open tennis tournament; Stagecoach music festival in California; and multiple Formula 1 races worldwide. Meanwhile, lounges for Chase Sapphire Reserve customers were present at Chicago music festival Lollapalooza; Miami Art Week; Sundance Film Festival; and the PGA Tour. While some lounges and brand activations are open to all customers or even all attendees at an event, many of these spaces are exclusively reserved for premium cardholders. "We find this customer to be very engaged," said Laura Picciano, general manager of Chase Sapphire. "Once you get their business, there's a lot of loyalty there. And so they're an important segment to continue to nurture." While temporary credit card lounges are popping up at festivals and sporting events, they have also become popular, permanent fixtures inside stadiums and arenas. American Express has partnerships with more than 20 venues around the world. Eight of them currently have lounges, including Hard Rock Stadium in Miami and the O2 arena in London, with a new location set to open in New York City's Barclays Center this year. Bess Spaeth, executive vice president of global brand management and experiences at American Express, said factors like footprint, ability to provide food and beverage and viewing capabilities are all considerations in the decision for which venues get lounges. "It's a real puzzle that we try to look at all the pieces and think about it holistically in terms of how we can best serve our members in those spaces," said Spaeth. Chase has built out lounges at Madison Square Garden and the Chicago Theatre that are open to all of its customers, though Madison Square Garden has a dedicated space for Sapphire Reserve cardholders. "Lounges are really interesting because economists would think of those as more of a network good," said Chenzi Xu, assistant professor of economics at the University of California, Berkeley. "These lounges become particularly valuable when there's a set of them that you can access in a variety of different places ... not just in an airport perhaps, but at another exclusive event." Attracting high spenders Chase and American Express are courting wealthy customers who are not only willing to pay the rising annual fees but also rack up higher balances on their cards. Those with a credit score of 720 or above, which is typically required to get approved for a Sapphire Reserve or Platinum card, spend more than double the average of those within a score between 660 and 719, according to data from the Federal Reserve Bank of Philadelphia. American Express said earlier this year that it shifted marketing dollars away from no-fee cards to its more premium offerings as it looks to attract more affluent cardholders. American Express credit card fees totaled nearly $10 billion in 2025, up about 18% since 2024. Chase doesn't break out credit card fee revenue. "Chase is working really hard to compete with [American Express]," said Xu. "They're just making the benefits of having these cards better and better for the consumer. That competition is good for the consumer, but it's a competition that's only happening at the high end, and at the low end you don't see nearly as much entry and you don't see as much competition." That upper echelon is key for the credit companies. A 2025 Mastercard report found that affluent consumers, defined as households with an income of $200,000 or more and at least $250,000 in investable assets, spend 4.3 times the general population on discretionary purchases. According to data from J.D. Power, cardholders with an annual fee of more than $500 spent an average of $3,200 per month from May 2025 to June 2026, up about 17% from the prior 12-month period. Meanwhile, those with cards that have a fee of less than $500 spent an average of $1,144 per month, up about 6% from the year earlier. It's yet another signal of what economists commonly call a "K-shaped economy" in which high earners speed freely, while lower-income consumers pull back in some areas. It's also putting even greater importance on the higher spenders during a period of economic uncertainty. "The allure of the premium segment to these card issuers is that you have heavy spenders," said Fandetti. "This business takes a lot of scale. So you have to have a very big revenue base to sort of fund all these lounges and rewards and benefits." Building on brandsLounges are just one way that the credit card companies leverage their sponsorships with these venues. Chase's head of dining and lifestyle, Paul Needham, said it also offers things like gift bags, premium viewing areas, special access to merchandise and money off of food through its partnerships. Chase and American Express often offer discounts or statement credits, too, for purchases at their respective sponsored venues as well as at certain events like music festivals. "I think when you take that broader picture on the sports and entertainment venues, what we're really trying to do is both elevate these moments for our customers, but also reach our customers in places and contexts where we know they're so passionate and so excited to be there," said Needham. Chase Sapphire Reserve cardholders get access to dinner events hosted on FIFA World Cup pitches in New Jersey and California. Meanwhile, Marriott Bonvoy partnered with American Express in April to recreate New York City's iconic Rao's restaurant inside one of its hotels for a cardholder dinner event. Marriott has long partnered with both American Express and Chase for its co-branded credit cards. This category of cards, which also includes co-branded offerings from Delta Air Lines and Hilton, accounted for about a quarter of American Express cardmember spending in 2025, according to an Amex report. Bennett of Ogilvy Consulting said one of the key considerations for credit card companies to be in some of these physical spaces is whether they can play an authentic role at the event in question. He said American Express at Coachella is a good example, because it provides a space to cool off in the middle of the desert heat. "You can't just set up these kind of corporate fortresses exactly the same in each place. That's not going to cut it. What is going to cut it is really understanding the needs of the customer at each of these places," said Bennett. Spaeth says parts of the American Express strategy has been leaning into fandoms, ranging from collaborations with music artists like Harry Styles and Olivia Rodrigo to the NFL and Formula 1. American Express' partnership with Formula 1 kicked off in 2023 and marked its first new sports sponsorship in more than a decade. A year later, it further expanded the deal and started rolling out new fan perks like trackside lounges. "Our hope is that you engage with these moments, deepen the emotional connection that you have with American Express and that really raises the American Express card to the very tippy top of your wallet," said Spaeth.
	Saved 2026-07-03 14:17 1mo ago Published 2026-07-03 10:00 1mo ago	Why Amex And Chase Love Lounges AXP American Express	FMP Stock News
Original source text American Express and Chase increasingly invest in cardholder perks, like lounges, at events and experiences around the world. Both companies have raised the fees on their premium credit cards as they seek to attract affluent cardholders and increase spending.
	Saved 2026-07-03 14:17 1mo ago Published 2026-07-03 09:35 1mo ago	Forget Hewlett Packard Enterprise: 1 Dividend-Rich Tech Giant to Buy Hand Over Fist on the Structural Pivot IBM IBM	FMP Stock News
Original source text © Wright Studio / Shutterstock.com Wall Street is drooling over Hewlett Packard Enterprise (NYSE:HPE \| HPE Price Prediction) because the Juniper Networks deal detonated a 148.2% Networking revenue surge in the most recent quarter and management just yanked FY26 EPS guidance to $3.35 to $3.45 from a prior $2.25 to $2.45. But here’s what you should actually be watching. The HPE Story Is a Borrowed Engine Strip out Juniper and the underlying business looks tired. Server revenue actually declined 2.7% year over year in Q1 FY26, Storage crawled at 2.4% in Q2, and the FY25 print delivered a GAAP operating loss of $437 million after a $1.621 billion goodwill impairment on Hybrid Cloud. Full-year net income collapsed 97.79% to $57 million. The shares have ripped 118.9% in twelve months, leaving the stock at a trailing P/E of 41 on a 4.01% profit margin. This is a crowded, acquisition-fueled trade. The commodity server core is being squeezed by rising DRAM and NAND input costs, tightening margins on raw commodity server assemblies that fail to sustain its recent momentum. The dividend, at $0.1425 per quarter, is a rounding error. The Redirect: A Cash Machine Hiding in Plain Sight Put IBM (NYSE:IBM) at the top of the watchlist. The stock is essentially flat over one year at a 0.83% gain, giving retirement-focused capital an entry that HPE stopped offering months ago. Three reasons the setup favors Big Blue. 1. A dividend pedigree HPE cannot touch. IBM just declared its 31st consecutive annual increase, lifting the quarterly payout to $1.69 per share from $1.68. The company has paid uninterrupted quarterly dividends every year since 1916. Current yield sits at 2.42%, roughly double HPE’s 1.25%. 2. AI monetization quantified in real dollars. The generative AI book of business scaled from $7.5 billion in Q2 FY25 to $9.5 billion in Q3 to over $12.5 billion inception-to-date by Q4. Q1 FY26 delivered a 4th consecutive EPS beat at $1.91 versus a $1.81 consensus. Polymarket priced the beat at 0.999 at close, a near-certain outcome the crowd nailed. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and IBM didn't make the cut. Grab the names FREE today. 3. Organic mix shift toward higher-margin software and mainframe. Q1 FY26 Software grew 11.3% with Red Hat at 13% and Data at 19%. Infrastructure grew 15.3% with IBM Z mainframe revenue up 51%, following four consecutive quarters of 70%, 61%, 67%, and 51% Z growth. Infrastructure segment profit margin expanded to 15.8% from 8.6% a year prior. Operating income grew 20.62% on 9.46% revenue growth. That is real operating leverage, funded by $14.73 billion in FY25 free cash flow with another $1 billion year-over-year improvement guided for FY26. The Setup HPE trades at a trailing 41 P/E with a 4.01% profit margin, stretched balance sheet, and integration risk stacked on cost-program risk. IBM trades at a forward 23x with a 15.6% profit margin, 35.8% return on equity, and an analyst target of $293.89. The composite prediction-market sentiment reads bullish at 62.87. Rotate the attention. The structural pivot, the dividend record, and the mainframe cycle are already showing up in the numbers at IBM while HPE bulls are still counting on Juniper synergies to keep the story alive. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and IBM didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:16 1mo ago Published 2026-07-03 10:01 1mo ago	Chevron Corporation (CVX) Is a Trending Stock: Facts to Know Before Betting on It CVX Chevron	FMP Stock News
Original source text Chevron (CVX - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this oil company have returned -10.2%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Oil and Gas - Integrated - International industry, which Chevron falls in, has lost 10.3%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Chevron is expected to post earnings of $5.90 per share for the current quarter, representing a year-over-year change of +233.3%. Over the last 30 days, the Zacks Consensus Estimate has changed -9%. The consensus earnings estimate of $15.52 for the current fiscal year indicates a year-over-year change of +112.9%. This estimate has changed -1.4% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $13.37 indicates a change of -13.9% from what Chevron is expected to report a year ago. Over the past month, the estimate has changed +2.3%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Chevron is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. In the case of Chevron, the consensus sales estimate of $57.72 billion for the current quarter points to a year-over-year change of +28.8%. The $220.32 billion and $209.21 billion estimates for the current and next fiscal years indicate changes of +16.6% and -5%, respectively. Last Reported Results and Surprise HistoryChevron reported revenues of $48.61 billion in the last reported quarter, representing a year-over-year change of +2.1%. EPS of $1.41 for the same period compares with $2.18 a year ago. Compared to the Zacks Consensus Estimate of $47.37 billion, the reported revenues represent a surprise of +2.6%. The EPS surprise was +53.26%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates just once over this period. ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Chevron is graded A on this front, indicating that it is trading at a discount to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Chevron. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:16 1mo ago Published 2026-07-03 10:01 1mo ago	Here is What to Know Beyond Why Caterpillar Inc. (CAT) is a Trending Stock CAT Caterpillar	FMP Stock News
Original source text Caterpillar (CAT - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this construction equipment company have returned +2.5%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Manufacturing - Construction and Mining industry, which Caterpillar falls in, has gained 6%. The key question now is: What could be the stock's future direction? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Caterpillar is expected to post earnings of $6.21 per share for the current quarter, representing a year-over-year change of +31.6%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.1%. The consensus earnings estimate of $24.71 for the current fiscal year indicates a year-over-year change of +29.6%. This estimate has changed +0.1% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $30.66 indicates a change of +24.1% from what Caterpillar is expected to report a year ago. Over the past month, the estimate has changed +0.4%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #1 (Strong Buy) for Caterpillar. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth ForecastWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth. For Caterpillar, the consensus sales estimate for the current quarter of $19.08 billion indicates a year-over-year change of +15.2%. For the current and next fiscal years, $76.56 billion and $84.47 billion estimates indicate +13.3% and +10.3% changes, respectively. Last Reported Results and Surprise HistoryCaterpillar reported revenues of $17.42 billion in the last reported quarter, representing a year-over-year change of +22.2%. EPS of $5.54 for the same period compares with $4.25 a year ago. Compared to the Zacks Consensus Estimate of $16.44 billion, the reported revenues represent a surprise of +5.95%. The EPS surprise was +21.76%. Over the last four quarters, Caterpillar surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period. ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Caterpillar is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Caterpillar. However, its Zacks Rank #1 does suggest that it may outperform the broader market in the near term.
	Saved 2026-07-03 14:14 1mo ago Published 2026-07-03 09:55 1mo ago	Dow Hits 21st All-Time Closing High in 2026: Buy These 3 Stocks DOW Dow	FMP Stock News
Original source text Key Takeaways The Dow notched its 21st record closing high of 2026 as investors favored defensive assets.GS offers expected 17.3% current-year earnings growth, with estimates rising over the past 60 days.CAT and KO are backed by improving earnings estimates and solid current-year growth expectations. Wall Street has turned volatile over the past two weeks, led by a massive tech selloff. However, the Dow has had a solid run this year, with the blue-chip index hitting a new all-time closing high on Thursday. After a stellar first half of 2026, the Dow started the second half on a high, thanks to investors who have lately been taking refuge in defensive assets amid an AI-related tech selloff. Given the positive sentiment, investors should bet on these three fundamentally strong blue-chip stocks, namely The Goldman Sachs Group, Inc. (GS - Free Report) , Caterpillar Inc. (CAT - Free Report) and The Coca-Cola Company (KO - Free Report) . These companies are well-positioned to benefit from the market’s overall upward trend, offering potential for solid returns. Dow on a Rally The Dow gained 1.1%, or 594.83 points, to close at a record high of 52,900.07 on Thursday. The milestone was achieved on the second trading day of the second half of the year. This is also the 21st record closing high for the blue-chip index this year. While the Nasdaq has been weighed down lately by a massive selloff in tech stocks, the Dow has gained as investors are rotating out of AI-related stocks and taking refuge in defensive assets. Concerns over the sustainability of AI-related stocks have been dampening investors’ confidence. The blue-chip index suffered in the early months of the year after the U.S-Iran war broke out in late February. However, easing geopolitical tensions over the past month led to a dip in global oil prices, helping the index. Also, robust corporate earnings by industry bellwethers in the first two quarters fueled the Dow rally in the first half of the year. The Dow gained 8.9% in the first half of 2026, to record its best first half since 2021. The index has gained nearly 10.1% year to date after rising nearly 13% in 2025. With the Iran war likely to come to an end soon, inflation is expected to ease. Till some time back, the Federal Reserve was contemplating a rate hike this year as inflation surged on higher oil prices over the past few months. However, rate hike worries eased earlier this week, with the Fed indicating that inflation may decline in the near term. 3 Dow Stocks With UpsideThe Goldman Sachs GroupThe Goldman Sachs Group, Inc. is a leading global financial holding company providing IB, securities, investment management and consumer banking services to a diversified client base. GS is headquartered in New York, with offices in major financial centers globally. The Goldman Sachs Group’s expected earnings growth rate for the current year is 17.3%. The Zacks Consensus Estimate for current-year earnings has improved 1.9% over the past 60 days. Currently, GS has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. CaterpillarCaterpillar Inc. is the largest global construction and mining equipment manufacturer. Given that it serves a gamut of sectors — infrastructure, construction, mining, oil & gas and transportation, CAT is considered a bellwether of the global economy. Caterpillar has more than 4 million products with an extensive dealer network of 165 dealers spanning 191 countries. Caterpillar’s expected earnings growth for the current year is 29.4%. The Zacks Consensus Estimate for current-year earnings has improved 3.4% over the past 60 days. CAT currently carries a Zacks Rank #1. The Coca-Cola CompanyThe Coca-Cola Company’s strong brand equity, marketing, research and innovation help it to garner a market share of more than 40% in the non-alcoholic beverage industry. KO is putting its best foot forward to evolve its business model to become a total beverage company with something for everyone to drink. The Coca-Cola Company has an expected earnings growth rate of 8.7% for the current year. The Zacks Consensus Estimate for current-year earnings has improved 0.3% over the past 60 days. The Coca-Cola Company currently has a Zacks Rank #2.
	Saved 2026-07-03 14:14 1mo ago Published 2026-07-03 10:01 1mo ago	Deere & Company (DE) is Attracting Investor Attention: Here is What You Should Know DE Deere & Co	FMP Stock News
Original source text Deere (DE - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this agricultural equipment manufacturer have returned +5% over the past month versus the Zacks S&P 500 composite's -1.7% change. The Zacks Manufacturing - Farm Equipment industry, to which Deere belongs, has gained 6.2% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Deere is expected to post earnings of $4.82 per share for the current quarter, representing a year-over-year change of +1.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.2%. For the current fiscal year, the consensus earnings estimate of $18.13 points to a change of -2% from the prior year. Over the last 30 days, this estimate has changed +0.3%. For the next fiscal year, the consensus earnings estimate of $22.76 indicates a change of +25.5% from what Deere is expected to report a year ago. Over the past month, the estimate has changed -0.4%. With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Deere. The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For Deere, the consensus sales estimate for the current quarter of $10.83 billion indicates a year-over-year change of +4.6%. For the current and next fiscal years, $41.41 billion and $44.96 billion estimates indicate +6.4% and +8.6% changes, respectively. Last Reported Results and Surprise HistoryDeere reported revenues of $11.78 billion in the last reported quarter, representing a year-over-year change of +5.4%. EPS of $6.55 for the same period compares with $6.64 a year ago. Compared to the Zacks Consensus Estimate of $11.44 billion, the reported revenues represent a surprise of +2.98%. The EPS surprise was +12.74%. Over the last four quarters, Deere surpassed consensus EPS estimates three times. The company topped consensus revenue estimates each time over this period. ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Deere is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Deere. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:14 1mo ago Published 2026-07-03 08:15 1mo ago	Oracle Stock Is on Longest Losing Streak Since 2021 and Analysts Are Screaming 'Buy' ORCL Oracle Corp	FMP Stock News
Original source text The software sector is enjoying a rebound and Wall Street analysts have rarely ever been as bullish on Oracle as they are now.
	Saved 2026-07-03 14:12 1mo ago Published 2026-07-03 08:00 1mo ago	The Goodyear Blimp Reclaims New York City's Skyline GT Goodyear Tire & Rubber	FMP Stock News
Original source text 50 years after its last appearance in the Big Apple, the legendary airship returns to kick off celebrations for America's 250th birthday , /PRNewswire/ -- Tomorrow, the Goodyear Blimp will do what it does best: provide millions of Americans with a one-of-a-kind view during Sail 4th 250, a marquee nautical event featuring the world's largest gathering of tall ships. Aerial coverage will begin at 7 a.m. EST on the TODAY Show on NBC, so tune in! A true veteran of the skies, Goodyear's airships have a storied tradition of showing up during America's biggest moments, so it's no surprise viewers will see Wingfoot One soaring over the Big Apple. But, to get the best views of New York Harbor, the Goodyear Blimp will base its operations in Brooklyn, marking the first time in 50 years the airship will be not just in the clouds around New York City, but also on the ground. The blimp's historic appearance at Sail 4th 250 is the fourth time it's flown over an Operation Sail event. It was a fixture at the first celebration in 1964, America's Bicentennial in 1976 and the 100th anniversary of the Statue of Liberty in 1986. Now, it returns to provide aerial coverage in celebration of America's 250th. This is also a natural opportunity for the blimp as an aerial ambassador for Goodyear, which has called the United States home for more than 125 years and is the only U.S.-based major tire manufacturer. "For more than half the history of the United States, Goodyear science has contributed not only to the success of the American automotive industry by producing tires worth bragging about but also to the protection of the country through military service, including blimps that helped ensure the safety of the Navy," said Julianne Roberts, Senior Director, Marketing. Follow @GoodyearBlimp on Instagram and TikTok to get live updates from New York! About The Goodyear Tire & Rubber Company Goodyear (NASDAQ: GT) is one of the world's largest tire companies. It employs about 63,000 people and manufactures its products in 49 facilities in 19 countries around the world. Its two Innovation Centers in Akron, Ohio, and Colmar-Berg, Luxembourg, strive to develop state-of-the-art products and services that set the technology and performance standard for the industry. For more information about Goodyear and its products, go to www.goodyear.com/corporate. CONTACT: THERESA HOLZ 330.815.6834 [email protected] SOURCE The Goodyear Tire & Rubber Company
	Saved 2026-07-03 14:12 1mo ago Published 2026-07-03 08:35 1mo ago	ROSEN, NATIONAL INVESTOR COUNSEL, Encourages First Solar, Inc. Investors to Secure Counsel Before Important Deadline in Securities Class Action - FSLR FSLR First Solar	FMP Stock News
Original source text New York, New York--(Newsfile Corp. - July 3, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the "Class Period"), of the important August 24, 2026 lead plaintiff deadline. SO WHAT: If you purchased First Solar 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 First Solar class action, go to https://rosenlegal.com/cases/first-solar-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 August 24, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation. WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers. DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' 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 First Solar class action, go to https://rosenlegal.com/cases/first-solar-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/303856 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. Contact Us
	Saved 2026-07-03 14:12 1mo ago Published 2026-07-03 10:00 1mo ago	FSLR Investors Have Opportunity to Lead First Solar, Inc. Securities Fraud Lawsuit with the Schall Law Firm FSLR First Solar	FMP Stock News
Original source text LOS ANGELES, July 03, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against First Solar, Inc. (“First Solar” or “the Company”) (NASDAQ: FSLR) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company’s securities between February 26, 2025 and February 24, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 24, 2026. If you are a shareholder who suffered a loss, click here to participate. We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected]. The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member. According to the Complaint, the Company made false and misleading statements to the market. First Solar misled investors about its ability to mitigate the impact of tariffs on its operations. The Company overstated its ability to shift operations to the United States from Malaysia and Vietnam. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about First Solar, investors suffered damages. Join the case to recover your losses The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics. CONTACT: The Schall Law Firm Brian Schall, Esq., www.schallfirm.com Office: 310-301-3335 [email protected] SOURCE: The Schall Law Firm
	Saved 2026-07-03 14:11 1mo ago Published 2026-07-03 08:21 1mo ago	How to Enjoy Retirement Without Spending Your Children’s Inheritance O Realty Income	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Many retirees spent forty years sacrificing for their children. Then retirement arrives and they’re told, “You’ve earned it. Spend it.” The problem is that every vacation, new car, home renovation, or generous dinner can feel like it comes directly out of what the next generation might someday receive. Few parents want to live frugally just to maximize an inheritance. Just as few want to enjoy retirement so freely that there’s little left when they’re gone. The challenge is finding a portfolio that lets both goals exist at the same time. Anchoring the Problem in a Real Number The Bureau of Labor Statistics pegs average annual expenditures for all consumer units at $78,535 in 2024. Round that to $80,000 a year. It is not intended to represent every retiree. Instead, it serves as a reasonable benchmark for a retirement that includes more than paying the bills. A portfolio that can reliably generate about $80,000 annually should be capable of funding a comfortable lifestyle while giving the underlying capital a chance to remain intact. That makes it a useful test of whether enjoying retirement and leaving an inheritance can truly coexist. The Inheritance Test Many portfolios can throw off $80,000 for a while. The harder standard is whether the principal survives the ride. A 65-year-old who lives to 90 has 25 years of inflation to absorb. Core PCE inflation was still running above the Federal Reserve’s 2% target in May 2026, the 10-year Treasury yielded 4.44% on June 30, and the FDIC’s national average 12-month CD rate was 1.65% in June. That is the backdrop against which every yield choice has to be made. Tier One: The 3.5% Portfolio That Grows With You At a 3.5% blended yield, funding $80,000 a year requires about $2.29 million. That is the largest capital number in this article, and it is also the portfolio most likely to hand your children more than you started with. The building blocks are dividend growth stalwarts. Johnson & Johnson (NYSE:JNJ \| JNJ Price Prediction) yields about 2% but just declared its 64th consecutive annual dividend increase, raising the payout to $1.34 per quarter. Its shares are up 175% over the past decade. Procter & Gamble (NYSE:PG) yields 2.9%, has raised its dividend 70 consecutive years, and has grown its quarterly payout from about $0.32 in 1999 to $1.09 today. Add a regulated utility such as NextEra Energy (NYSE:NEE), which yields 2.6%, targets 8%+ annual EPS growth through 2032, and has returned 244% over ten years, and you own a portfolio that pays you today and pays your heirs more later. Tier Two: The 6% Middle Ground Move the blended yield to roughly 6% and the capital requirement drops to about $1.33 million. This is REIT, preferred share, and higher-yielding equity territory. Realty Income (NYSE:O) is the flagship example, yielding 5.2%, paying monthly, and having just declared its 114th consecutive quarterly increase. The tradeoff is real: dividend growth slows, capital appreciation is modest (47% over a decade versus JNJ’s 175%), and the income line barely outruns inflation. Tier Three: The 10% Portfolio That Spends Itself Push blended yield to 10% using business development companies, mortgage REITs, and leveraged covered call funds, and $80,000 requires only $800,000. Main Street Capital (NYSE:MAIN), one of the highest-quality BDCs, yields 5.9% with regular supplementals pushing total distributions higher. It has delivered 238% over ten years, but shares are also down roughly 10% year to date as benchmark rates fell. That volatility is the point. Above 8%, distributions frequently include return of capital, NAVs drift lower, and the portfolio slowly liquidates itself. The check clears; the estate shrinks. What Often Wins the Inheritance A 3.5% yield growing 7% a year doubles the income in about 10 years, and the underlying shares may appreciate as earnings and cash flow grow alongside the dividend. A 10% yield growing zero stays flat in nominal dollars and shrinks in real terms when inflation persists. Over a 25-year retirement, that difference can mean the portfolio not only generates enough income to support a comfortable lifestyle, but also preserves or even grows the underlying principal, leaving $1 million, $2 million, or more for the next generation instead of steadily spending it away. Make the Income Plan Pass the Inheritance Test Separate your spending number from your salary. If you actually spend $65,000, funding $80,000 may push you toward more yield risk than you need. The inheritance plan starts with the real spending gap after Social Security, pensions, taxes, and cash reserves. Stress-test total return, not just yield. Compare a dividend-growth basket against a double-digit-yield fund over the same period, including reinvested dividends, taxes, dividend cuts, and ending portfolio value. The annual check matters, but the inheritance test depends on what remains after the checks are cashed. If leaving money to heirs matters, weight the conservative tier and use the moderate tier as income ballast. Reserve the aggressive tier for the portion of the portfolio you are willing to spend down or see fluctuate sharply. That does not make high yield unusable. It makes position size the inheritance decision. A retirement portfolio built only to fund spending can look very different from one built to leave money behind. The first asks whether the checks clear. The second asks whether the checks clear and the principal still has a future. When inheritance matters, yield is not just an income number. It is a promise the portfolio has to keep for both generations. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:11 1mo ago Published 2026-07-03 08:45 1mo ago	Realty Income Just Declared Its 135th Dividend Increase. Here's How Much $10,000 Invested Pays Monthly. O Realty Income	FMP Stock News
Original source text Realty Income (O +3.15%) is one of the best dividend stocks you can buy. It has a high yield of 5.2% at the current price, which is incredibly reliable and has been raised for 115 consecutive quarters. That's nearly 29 years. It recently announced its 135th increase since it went public in 1994. The company is known as the Monthly Dividend Company because of another unusual feature for a dividend stock, even a top one -- it pays monthly. And it has paid the dividend for 672 months, or 56 years. Let's break down how much you actually get with a $10,000 investment. Image source: Getty Images. At today's price, $10,000 in Realty Income is 161 shares. With the latest increase, the monthly dividend is $0.2710 per share, and 161.75 shares get you a monthly check of $43.83. On a monthly basis, that doesn't sound like very much, but it amounts to $526.01 annually, or more than $1,052 every two years. Plus, since the dividend is raised every quarter, the total amount increases. Today's Change ( 3.15 %) $ 1.95 Current Price $ 63.77 On its own, that's not enough passive income to support anyone in retirement. But it's an excellent, reliable source of passive income as part of a much larger, diversified retirement portfolio. Jennifer Saibil has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Realty Income. The Motley Fool has a disclosure policy.
	Saved 2026-07-03 14:10 1mo ago Published 2026-07-03 09:25 1mo ago	Bristol-Myers Squibb: Cash Flow Machine, Outsized Growth Portfolio, And Inflation Beating Incomes BMY Bristol-Myers Squibb	FMP Stock News
Original source text 15.9K Followers Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. The analysis is provided exclusively for informational purposes and should not be considered professional investment advice. Before investing, please conduct personal in-depth research and utmost due diligence, as there are many risks associated with the trade, including capital loss. 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.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 10:01 1mo ago	Roku, Inc. (ROKU) is Attracting Investor Attention: Here is What You Should Know ROKU Roku	FMP Stock News
Original source text Roku (ROKU - Free Report) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future. Over the past month, shares of this video streaming company have returned +13.4%, compared to the Zacks S&P 500 composite's -1.7% change. During this period, the Zacks Broadcast Radio and Television industry, which Roku falls in, has lost 6%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Earnings Estimate RevisionsRather than focusing on anything else, we at Zacks prioritize evaluating the change in a company's earnings projection. This is because we believe the fair value for its stock is determined by the present value of its future stream of earnings. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Roku is expected to post earnings of $0.61 per share for the current quarter, representing a year-over-year change of +771.4%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged. The consensus earnings estimate of $2.41 for the current fiscal year indicates a year-over-year change of +308.5%. This estimate has changed +0.2% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $3.61 indicates a change of +49.9% from what Roku is expected to report a year ago. Over the past month, the estimate has changed +2%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Roku is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For Roku, the consensus sales estimate for the current quarter of $1.3 billion indicates a year-over-year change of +16.9%. For the current and next fiscal years, $5.55 billion and $6.31 billion estimates indicate +17.2% and +13.6% changes, respectively. Last Reported Results and Surprise HistoryRoku reported revenues of $1.25 billion in the last reported quarter, representing a year-over-year change of +22.4%. EPS of $0.57 for the same period compares with -$0.19 a year ago. Compared to the Zacks Consensus Estimate of $1.2 billion, the reported revenues represent a surprise of +3.8%. The EPS surprise was +67.65%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period. ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. The Zacks Value Style Score (part of the Zacks Style Scores system), which pays close attention to both traditional and unconventional valuation metrics to grade stocks from A to F (an A is better than a B; a B is better than a C; and so on), is pretty helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Roku is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Roku. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 07:26 1mo ago	Why Micron Stock Skyrocketed Last Month But Is Plummeting in July MU Micron Technology	FMP Stock News
Original source text Micron (MU 5.68%) booked another month of monster gains in June, rising 18.9% across the month. Meanwhile, the S&P 500 fell roughly 1.1%%, and the Nasdaq Composite declined 2.8%. Micron stock saw big gains in the lead-up to its quarterly report on June 24 amid strong demand indicators for the artificial intelligence (AI) memory chip market, and the company's blowout results for the third quarter of its 2026 fiscal year prompted another big valuation surge. On the other hand, the company's share price has come under pressure since hitting its post-earnings high. Image source: Getty Images. Micron served up another stellar earnings report last month After the market closed on June 24, Micron published results for fiscal Q3 2026 -- a period that ended on May 28. The business posted sales of $41.46 billion in the period, far exceeding the average analyst estimate's call for revenue of $35.84 billion. For comparison, the business had recorded sales of $9.3 billion in the prior-year quarter. Non-GAAP (adjusted) earnings per share came in at $25.11, also blowing past the average Wall Street target's call for an adjusted profit of $20.78 per share. In addition to strong sales and earnings beats in fiscal Q3, Micron also delivered guidance that crushed expectations. The company expects to record roughly $50 billion in revenue in the current quarter, and the average analyst target prior to quarterly report had targeted sales of roughly $43.58 billion. Thanks to the strong fiscal Q3 report and very impressive guidance for the current quarter, Micron stock rocketed higher in early trading following the quarterly release -- but shares have subsequently been hit with sell-offs as investors moved to take profits and reacted to shifting views on AI stocks. Today's Change ( -5.68 %) $ -58.69 Current Price $ 973.59 Here's why Micron stock is losing ground in July As of this writing, Micron stock is down roughly 19.6% from the lifetime high that it reached last month. The company's share price has fallen roughly 4.3% in July's trading heading into Friday's market open. Investors have been selling out of AI chip stocks and moving funds back into artificial intelligence software plays, and Micron has seen a valuation contraction in conjunction with the trend. News that Meta Platforms is gearing up to launch an AI processing service for third parties has also contributed to the pullback. With Meta launching its own AI compute business, investors see the move as an indication that the tech giant has excess compute capacity. That could have some significant implications for the broader AI market and chip stocks in particular. Massive spending from tech giants like Meta has helped to fuel huge growth for leading providers of AI hardware and powered massive valuation gains for Micron and other top players. While the demand outlook for memory chips remains very strong, investors have been making trades based on indications that the AI hardware market could be in the early stages of meaningful shifts.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 08:00 1mo ago	Micron was started by a few guys in an Idaho basement. How it rose to be at the center of the AI boom. MU Micron Technology	FMP Stock News
Original source text HomeIndustriesComputers/ElectronicsTech StocksTech StocksMemory chips were once seen as an unglamorous business, but Micron is betting AI will change the game for goodJuly 3, 2026, 8:00 a.m. ET Micron remains based in Boise, Idaho, and has survived multiple boom-and-bust memory cycles to become one of the world’s top DRAM producers. Photo: Getty ImagesA little more than a year ago, Boise, Idaho, was known as a charming city boasting a tree-lined river greenbelt and a college football stadium with bright blue artificial turf. Today, it’s seen as a crucial hub of the artificial-intelligence boom.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 08:16 1mo ago	Why Is Wall Street So Bullish on Micron? There's 1 Key Reason. MU Micron Technology	FMP Stock News
Original source text It's no secret that Wall Street loves Micron Technology (MU 5.68%) stock. On the heels of the company's recent quarterly report, it's also not hard to see why. Micron recorded non-GAAP (adjusted) earnings per share of $25.11 on sales of $41.46 billion in the third quarter of its current fiscal year, which ended May 28. Meanwhile, the average analyst estimate had called for an adjusted profit of $20.78 per share on sales of $35.84 billion in the period. As impressive as the memory chip leader's performance was in the period, that's far from the only reason that many Wall Street investment firms are super bullish on Micron stock right now. Read on for a look at one key factor that helps explain why Micron stock has risen more than 800% over the last year -- and why top Wall Street analysts think that the stock can keep climbing. Image source: Getty Images. Micron's operating profits are expected to keep soaring In terms of operating income, analysts polled by FactSet expect Micron to be the world's third-most profitable company in the 2027 calendar year. The average estimate calls for the business to record operating income of $200.8 billion in the period, trailing only Alphabet's estimated $207.6 billion and Nvidia's estimated $359.4 billion. For reference, the average analyst estimate calls for Microsoft and Apple to post operating profits of $194 billion and $170.5 billion, respectively. Today's Change ( -5.68 %) $ -58.69 Current Price $ 973.59 Micron posted operating income of approximately $10.85 billion in its last fiscal year, up from operating income of roughly $1.94 billion in the previous year. The company is seemingly on track to continue growing its operating profit at an incredible pace, and that helps explain why top Wall Street analysts are so bullish on the stock. Keith Noonan has positions in Micron Technology. The Motley Fool has positions in and recommends Alphabet, Apple, Micron Technology, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 08:45 1mo ago	‘Big Short' investor Michael Burry shorts Micron stock MU Micron Technology	FMP Stock News
Original source text Michael Burry, widely known as ‘The Big Short’ investor who predicted the 2008 housing market collapse, has opened a new short position in Micron (NASDAQ: MU). According to a post on Substack titled ‘Trading Post July 2, 2026,’ Burry initiated the short Micron position, reportedly at $1,051.87 per share, arguing that the memory chipmaker’s rally (209% year-to-date) has reached extreme levels. Elaborating on the decision, the investor claimed that the company’s valuation, technical setup, and long-term cyclical history all point to significant downside. ‘Micron defines cyclical like no other,’ he wrote, referencing the stock’s 34 drawdowns of more than 30% over the past 42 years. Michael Burry calls Micron a ‘destroyer of capital’ Burry further argued that the shares are now trading further above their 200-day moving average (MA) than at any point since 1984 – ‘not even during the dot-com peak.’ Accordingly, the investor criticized the company’s long-term profitability, citing a median return on invested capital (ROIC) of 4% and a median return on equity (ROE) of 7%, which he described as ‘terrible.’ Highlighting his displeasure further, Burry stated that ‘Micron is a destroyer of capital’ at least once every three quarters, pointing to decades of negative returns and free cash flow before concluding that the company’s latest rally has been driven mostly by investor psychology, not fundamentals. “One quarter in every three, Micron is a destroyer of capital,” he wrote. Moreover, ‘The Big Short’ also contended that Micron is no longer the industry’s memory leader. This, he argued, is because capital expenditure decisions by South Korean competitors largely determine how much the company must invest to remain competitive. Burry keeps betting against semiconductor stocks The Micron trade is consistent with Burry’s increasingly bearish stance on semiconductor stocks, which wiped $137 billion in a day after he made his post. Some of his other short positions, disclosed in a June 30 post, included Nvidia (NASDAQ: NVDA), Applied Materials (NASDAQ: AMAT), and Tesla (NASDAQ: TSLA). Discussing Elon Musk’s company, Burry argued that while shareholders did welcome Tesla’s weekly 11% climb to $420.60, it was nothing more than a temporary move ahead of a continued decline in the long run. However, the trader did not disclose the scale of his bet. Best Crypto Exchange for Intermediate Traders and Investors Invest in cryptocurrencies and 3,000+ other assets including stocks and precious metals. 0% commission on stocks - buy in bulk or just a fraction from as little as $10. Other fees apply. For more information, visit etoro.com/trading/fees. Copy top-performing traders in real time, automatically. eToro USA is registered with FINRA for securities trading. 30+ million Users worldwide eToro is a multi-asset investment platform. The value of your investments may go up or down. Your capital is at risk. Don’t invest unless you’re prepared to lose all the money you invest. This is a high-risk investment and you should not expect to be protected if something goes wrong. Take 2 mins to learn more. Join Finbold's newsroom, become a Sales Executive today! Apply now to join Finbold as a crypto/finance news writer!
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 09:31 1mo ago	Michael Burry shorts Micron stock, warns AI chip rally has gone too far MU Micron Technology	FMP Stock News
Original source text Investor Michael Burry, best known for his successful bet against the US housing market portrayed in The Big Short, has reportedly opened a short position in Micron Technology MU, arguing that the memory chip maker's recent rally has been driven by speculative enthusiasm rather than fundamentals. According to a post published on his Substack, Burry shorted Micron shares at $1,051.87 on July 1 while simultaneously adding to five existing long positions. The move comes as Micron remains one of the best-performing semiconductor stocks of 2026 despite a recent pullback. Micron shares have gained more than 240% since the start of the year, although the stock has declined around 10% over the past month after reaching a high of $1,255 following its June 25 earnings report. Burry questions Micron's valuation and cyclical historyIn his Substack post, Burry argued that Micron's rally reflects investor psychology rather than long-term business fundamentals. Burry said he shorted the stock because of “fear of missing out, greater fool theory, [and] public commitment bias.” He also highlighted the company's long history of volatility. “Micron defines cyclical like no other,” Burry wrote, noting that the company has experienced 34 drawdowns of more than 30% over the past 42 years. He added that Micron shares are now trading further above their 200-day moving average than at any time since 1984, “not even during the dot-com peak.” Burry also criticized the company's historical profitability, stating that Micron's median return on invested capital of 4% and median return on equity of 7% are “frankly terrible.” He further argued that “one quarter in every three, Micron is a destroyer of capital,” pointing to decades of uneven returns and periods of negative free cash flow. Although options could have provided another way to express a bearish view, Burry said, “the puts seemed expensive,” adding that he “will look to add puts should the stock settle down and bring volatility down.” The Micron position forms part of Burry's broader negative outlook on artificial intelligence-related semiconductor stocks. Earlier this week, he disclosed short positions in Nvidia, Applied Materials and the iShares Semiconductor ETF (SOXX), saying AI-related chip stocks could face a 30% correction. In a separate June 30 Substack post, Burry expressed concern over plans by Samsung Electronics and SK Hynix to invest more than $500 billion in a new semiconductor hub. “The proximate cause of today’s rally is big spending announced out of Korea,” Burry wrote. “Well, I see that as the beginning of the end.” Market sentiment toward memory stocks has also weakened more broadly. Micron shares fell 5% on Thursday after falling nearly 11% on Wednesday alongside sharp losses in SanDisk. Some market participants linked the decline to reports that Meta is considering selling excess cloud capacity, while another report indicated that Apple is seeking additional memory supply from China. Commenting on the industry, Swissquote senior analyst Ipek Ozkardeskaya said, “China makes up around 15% of Apple’s sales and other companies could follow these steps as they also see their profits being squeezed by an unreasonable jump in memory chip prices.” While increasing his bearish exposure to semiconductors, Burry also disclosed that he added to several existing investments. According to his Substack post, he increased holdings in PayPal, Sprouts Farmers Market, Zoetis, Fannie Mae and Freddie Mac. Summarizing his latest positioning, Burry wrote: “Yesterday I shorted one stock even though it was down a good amount because I think I have a pretty good idea how this resolves. I also added to five positions. This time may be different, but not nearly different enough.”
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 10:01 1mo ago	Can Higher Memory Prices Extend Micron Technology's Profit Boom? MU Micron Technology	FMP Stock News
Original source text Key Takeaways Micron is riding one of its strongest profit cycles as higher memory prices lift revenues and margins.AI servers, HBM, enterprise SSDs and advanced DRAM demand continue to outpace industry supply.Strategic customer agreements now cover about 20% of MU's DRAM volume and one-third of NAND volume. Micron Technology, Inc. (MU - Free Report) is enjoying one of the strongest profit cycles in its history, and higher memory prices remain a major reason behind this momentum. Robust demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM), enterprise SSDs and advanced DRAM continues to outpace industry supply, creating a favorable pricing environment. In the third quarter of fiscal 2026, Micron Technology reported record revenues of $41.46 billion, up 74% sequentially and 346% year over year. Non-GAAP gross margin expanded to 84.9% from 74.9% in the previous quarter and 39% in the year-ago quarter, while non-GAAP earnings jumped to $25.11 per share from $12.20 in the previous quarter and $1.91 in the year-ago quarter. DRAM revenues increased 67% sequentially, supported by average selling prices rising in the low-60% range. NAND revenues climbed 99%, with average selling prices surging in the mid-80% range. The pricing outlook remains encouraging. Micron Technology expects DRAM and NAND demand to exceed industry supply beyond calendar year 2027 as AI adoption accelerates across data centers, PCs, smartphones and automotive applications. Limited wafer capacity, slower technology transitions and expanding HBM production are likely to keep memory supplies tight, supporting healthy pricing. Micron Technology is also strengthening pricing visibility through long-term strategic customer agreements covering a growing portion of its business. The company announced 16 strategic customer agreements (SCAs) across data center, consumer and auto markets in the third quarter. These agreements represent roughly 20% of DRAM volume and one-third of NAND volume over the covered period. These contracts, combined with continued AI-driven demand and disciplined industry supply growth, should help the company sustain elevated margins. While memory remains a cyclical business, current industry dynamics suggest Micron Technology's profit boom still has room to run. For the fourth quarter of fiscal 2026, the company projects a non-GAAP gross margin of approximately 86%, indicating a robust expansion from the year-ago quarter’s level of 45.7%. How Are Micron’s Semiconductor Peers Performing on Margins?Major semiconductor players, NVIDIA Corporation (NVDA - Free Report) and Advanced Micro Devices, Inc. (AMD - Free Report) , are also benefiting from the AI boom. NVIDIA continues to lead the AI accelerator market, with data center revenues growing 92% year over year in the first quarter of fiscal 2027. The company’s non-GAAP gross margin reached 75% from 60.8% in the year-ago quarter, supported by strong pricing power for its AI GPUs and networking products. NVIDIA’s growth indirectly benefits Micron Technology because AI servers using NVIDIA chips require large amounts of DRAM and HBM memory. Advanced Micro Devices is also gaining momentum in AI and data center markets. Its EPYC server processors and Instinct AI accelerators are helping expand enterprise adoption. AMD’s data center revenues surged 57% year over year to a record $5.78 billion in the first quarter of 2026, while non-GAAP gross margins expanded 180 basis points to 55.4%. As AI server deployments rise, Advanced Micro Devices’ growth is increasing demand for advanced memory and storage products supplied by Micron Technology. MU’s Price Performance, Valuation and EstimatesShares of Micron Technology have surged around 242.6% year to date compared with the Zacks Computer and Technology sector’s return of 16.8%. Micron Technology YTD Price Return Performance Image Source: Zacks Investment Research From a valuation standpoint, MU trades at a forward price-to-earnings ratio of 8.52, significantly lower than the sector’s average of 23.18. Micron Technology 12-Month Forward P/E Ratio Image Source: Zacks Investment Research The Zacks Consensus Estimate for Micron Technology’s fiscal 2026 and 2027 earnings implies a year-over-year increase of approximately 791% and 107%, respectively. Bottom-line estimates for fiscal 2026 and 2027 have been revised upward in the past seven days. Image Source: Zacks Investment Research Micron Technology currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
	Saved 2026-07-03 14:09 1mo ago Published 2026-07-03 10:01 1mo ago	Micron Trades at a Discount Despite 243% YTD Rally: Buy More MU Shares? MU Micron Technology	FMP Stock News
Original source text Key Takeaways Micron Technology has surged 242.6% YTD, beating the broader tech sector as well as major chip peers.MU trades at 8.52X forward earnings, far below the sector average and AI-focused semiconductor peers.Micron Technology's AI memory demand is backed by sold-out 2026 HBM supply and committed 2027 production. Micron Technology, Inc. (MU - Free Report) has been one of the biggest winners in the semiconductor space this year. The memory chip giant has benefited from the rapid expansion of artificial intelligence (AI), which is driving strong demand for high-bandwidth memory (HBM) and advanced DRAM products used in AI servers. Investors have rewarded the company for its improving earnings outlook, expanding margins and leadership in AI memory. The stock has surged 242.6% year to date (YTD), comfortably outperforming the broader Zacks Computer and Technology sector's 16.8% gain. It has also beaten several major semiconductor peers, including Marvell Technology, Inc. (MRVL - Free Report) , Advanced Micro Devices, Inc. (AMD - Free Report) and NVIDIA Corporation (NVDA - Free Report) . Marvell Technology has soared 190.4% YTD, while Advanced Micro Devices has rallied 142.3%. NVIDIA, despite remaining a dominant AI player, has delivered a comparatively modest return of 4.4% so far this year. Micron Technology YTD Price Return Performance Image Source: Zacks Investment Research Such a sharp rally often raises an important question for investors: Has Micron Technology become too expensive? Surprisingly, the answer may be no. Even after its impressive run, Micron Technology continues to trade at a valuation that looks attractive compared with both the technology sector and many leading semiconductor companies, including Marvell Technology, Advanced Micro Devices and NVIDIA. This combination of strong growth and a reasonable valuation makes the stock an ideal investment option despite the robust YTD rally. Micron Technology's Valuation Still Looks AttractiveOne of the biggest reasons investors should remain bullish on MU stock is its inexpensive valuation relative to its earnings growth potential. The company currently trades at a forward 12-month price-to-earnings (P/E) multiple of just 8.52. This is far below the sector average of 23.18. Micron Technology Forward 12-Month P/E Ratio Image Source: Zacks Investment Research Micron Technology also trades at a discount to AI-focused semiconductor companies such as Advanced Micro Devices, Marvell Technology and NVIDIA despite operating in one of the fastest-growing segments of the chip industry. At present, Advanced Micro Devices, Marvell Technology and NVIDIA trade at P/E multiples of 54.15, 49.72 and 19.18, respectively. A lower valuation does not automatically make a stock a bargain. However, when it is supported by improving profitability, rising earnings estimates and strong industry demand, it often creates an attractive buying opportunity. Micron Technology appears to fit that profile as it continues to benefit from the AI infrastructure spending cycle. AI Memory Demand Creates a Powerful Growth Engine for MUThe biggest catalyst behind Micron Technology's growth is the booming demand for AI memory. Modern AI models require significantly larger memory capacity and much higher bandwidth than traditional computing workloads. This has increased demand for HBM, DDR5 DRAM and advanced data center SSDs, all of which are important parts of Micron Technology's product portfolio. Major cloud providers and AI infrastructure companies continue to invest heavily in expanding their data centers. Amazon, Microsoft, Alphabet and Meta Platforms are expected to spend around $700 billion in capital expenditures in 2026. The majority of that spending is expected to go toward AI infrastructure, including data centers, networking equipment, advanced processors and memory solutions. This spending supports strong demand for Micron Technology's memory solutions, particularly as next-generation AI servers require more memory per system than previous generations. The company has also strengthened its competitive position through technological leadership. Its latest HBM products offer improved performance, better power efficiency and higher capacity, making them attractive for AI accelerators used by leading chipmakers and cloud companies. The company has already sold out its HBM supply for the calendar year 2026, while a significant portion of 2027 production is already committed through long-term customer agreements. As AI adoption expands across industries, memory content per server is expected to increase further, creating a long runway for Micron Technology's revenue growth. MU’s Strong Financial Performance Supports the Bull CaseMicron Technology's top-line performance has improved significantly alongside rising AI demand. In the third quarter of fiscal 2026, revenues soared 346% year over year to $41.46 billion. The company announced 16 strategic customer agreements (SCAs) across data center, consumer and auto markets in the reported quarter. These agreements represent roughly 20% of DRAM volume and one-third of NAND volume over the covered period. Higher-value products are becoming a larger share of Micron Technology's sales mix, allowing the company to generate stronger earnings even without relying solely on higher shipment volumes. Non-GAAP earnings per share jumped to $25.11 in the third quarter from $1.91 reported in the year-ago quarter. The company’s top and bottom lines both comfortably exceeded analysts’ expectations, highlighting the strength of demand across Micron Technology’s key markets. Better pricing for DRAM and NAND products, combined with increasing shipments of premium AI memory, has helped expand gross margins and improve profitability. Third-quarter fiscal 2026 non-GAAP gross margin rose to 84.9% from 39% a year ago, while non-GAAP operating income climbed to $33.68 billion from $2.49 billion. Non-GAAP operating margin reached an impressive 81.2% from 26.8% in the year-ago quarter, reflecting Micron Technology’s ability to convert booming AI-driven demand into substantial profits. Management also continues to invest in advanced manufacturing technologies and next-generation memory products. These investments should help Micron Technology maintain its competitive position while meeting growing customer demand over the long term. Final Thoughts: Buy More Micron Technology SharesMU stock's remarkable rally may discourage some investors from buying at current levels. However, valuation tells a different story. Unlike many AI-related stocks that now trade at premium multiples, Micron Technology still offers exposure to one of the fastest-growing areas of the semiconductor industry at a relatively modest valuation. The company appears well-positioned to benefit from multiple long-term trends, including AI, cloud computing and data center expansion. Its technology leadership, improving financial performance and attractive valuation provide a compelling investment case. Micron Technology sports a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
	Saved 2026-07-03 14:08 1mo ago Published 2026-07-03 09:55 1mo ago	Strength Seen in Honeywell International (HON): Can Its 3.7% Jump Turn into More Strength? HON Honeywell	FMP Stock News
Original source text Honeywell International (HON) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions could translate into further price increase in the near term.
	Saved 2026-07-03 14:07 1mo ago Published 2026-07-03 07:53 1mo ago	Talga begins commercial Talnode-C anode sales to Nyobolt in battery milestone MS Morgan Stanley	FMP Stock News
Original source text Talga Group Ltd (ASX:TLG, OTCQX:TLGRF, FRA:TGX) has begun commercial deliveries of its flagship battery graphite anode product Talnode®-C to Nyobolt under a...
	Saved 2026-07-03 14:07 1mo ago Published 2026-07-03 09:13 1mo ago	Broadcom Has Barely Moved in 2026. Should You Switch to AMD or Intel Now? AVGO Broadcom	FMP Stock News
Original source text Shares of Broadcom (NASDAQ:AVGO \| AVGO Price Prediction) have gone almost nowhere in 2026, up just 4.15% year to date (YTD) while the rest of the
	Saved 2026-07-03 14:07 1mo ago Published 2026-07-03 10:01 1mo ago	Investors Heavily Search Broadcom Inc. (AVGO): Here is What You Need to Know AVGO Broadcom	FMP Stock News
Original source text Broadcom Inc. (AVGO - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term. Shares of this chipmaker have returned -14% over the past month versus the Zacks S&P 500 composite's -1.7% change. The Zacks Electronics - Semiconductors industry, to which Broadcom Inc. belongs, has lost 15.4% over this period. Now the key question is: Where could the stock be headed in the near term? Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision. Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Broadcom Inc. is expected to post earnings of $3.22 per share for the current quarter, representing a year-over-year change of +90.5%. Over the last 30 days, the Zacks Consensus Estimate has changed +3.4%. The consensus earnings estimate of $11.73 for the current fiscal year indicates a year-over-year change of +72%. This estimate has changed +3.5% over the last 30 days. For the next fiscal year, the consensus earnings estimate of $19.17 indicates a change of +63.4% from what Broadcom Inc. is expected to report a year ago. Over the past month, the estimate has changed +6.7%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Broadcom Inc. is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: 12 Month EPS Revenue Growth ForecastEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. In the case of Broadcom Inc., the consensus sales estimate of $29.46 billion for the current quarter points to a year-over-year change of +84.7%. The $105.63 billion and $171.51 billion estimates for the current and next fiscal years indicate changes of +65.3% and +62.4%, respectively. Last Reported Results and Surprise HistoryBroadcom Inc. reported revenues of $22.19 billion in the last reported quarter, representing a year-over-year change of +47.9%. EPS of $2.44 for the same period compares with $1.58 a year ago. Compared to the Zacks Consensus Estimate of $22.04 billion, the reported revenues represent a surprise of +0.68%. The EPS surprise was +1.67%. The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period. ValuationWithout considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Broadcom Inc. is graded D on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Broadcom Inc.. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
	Saved 2026-07-03 14:05 1mo ago Published 2026-07-03 09:55 1mo ago	Pembina Approves Greenlight Power Project for AI Data Centers PBA Pembina Pipeline	FMP Stock News
Original source text Key Takeaways Pembina approved the Greenlight Electricity Center to supply dedicated power to a hyperscale data center.PBA expects about C$310M in annual run-rate adjusted EBITDA once commercial operations begin in 2030.Pembina secured about 85% of project costs under fixed-price contracts to reduce construction risk. Pembina Pipeline Corporation (PBA - Free Report) has officially approved the final investment decision for the Greenlight Electricity Center (“GLEC”), marking one of the most significant energy infrastructure developments in Alberta in recent years. The project, developed in collaboration with Morgan Stanley Infrastructure Partners and Kineticor Asset Management, will deliver dedicated electricity to a major hyperscale data center while creating a new long-term source of fee-based earnings for this Canada-based Oil and Gas Storage and Transportation company. Located in Sturgeon County within the Alberta Industrial Heartland, the GLEC will combine modern natural gas power generation with long-term commercial agreements to support Canada's expanding digital economy. As investments in artificial intelligence (“AI”), cloud computing and digital infrastructure continue to accelerate, reliable electricity generation has become an essential requirement for large-scale technology projects. Through Greenlight, PBA is extending its expertise beyond traditional midstream operations into a rapidly growing energy market. GLEC Supports Alberta's Growing Data Center IndustryAlberta has emerged as one of Canada's most attractive destinations for data center investment. Competitive energy markets, abundant natural gas resources and a business-friendly regulatory environment have encouraged technology companies to consider the province for large-scale digital infrastructure. Unlike conventional industrial facilities, hyperscale data centers require uninterrupted electricity around the clock to support cloud services, AI processing and advanced computing workloads. These operations cannot tolerate extended outages or unstable power supplies, making dedicated generation increasingly valuable. The GLEC has been designed specifically to meet these requirements by supplying electricity directly to its customers through a dedicated behind-the-meter arrangement. This approach reduces dependence on Alberta's public electricity grid while ensuring dependable long-term energy availability. Advanced Combined Cycle Technology Improves EfficiencyThe GLEC will use highly efficient combined cycle generation technology that maximizes energy output from every unit of natural gas consumed. The facility will feature two Siemens Energy SGT6-8000H gas turbines working alongside two SST6-5000 KN steam turbines and matching generators. Instead of allowing exhaust heat to escape, the combined cycle process captures that thermal energy to produce additional electricity through steam generation. This design significantly improves fuel efficiency compared with traditional simple-cycle gas plants while lowering operating costs and enhancing overall performance. Another important advantage is future scalability. The project site has already been permitted for expansion to approximately 1,864 megawatts, allowing additional generating capacity to be developed as electricity demand continues increasing across Alberta. Long-Term Commercial Agreement Provides Revenue StabilityOne of the strongest aspects of the GLEC is its commercial structure. The project will operate under a long-term Electrical Energy Supply Agreement structured as a tolling arrangement. Under this model, the customer pays for available generating capacity while reimbursing operating costs such as fuel and maintenance. This predictable payment structure reduces exposure to fluctuations in wholesale electricity prices, creating stable, long-term revenues. It also aligns closely with PBA's established fee-based business model, which emphasizes reliable cash flows supported by long-term customer contracts. Commercial operations are expected to begin during the second half of 2030. Disciplined Investment Approach Strengthens Project EconomicsLarge infrastructure projects require careful financial planning and Greenlight reflects Pembina's disciplined investment strategy. Construction costs are estimated at approximately C$4 billion, while total project expenditures, including financing costs during construction, are expected to reach roughly C$4.6 billion. Pembina's net investment is expected to total approximately C$2.1 billion, after accounting for proceeds from the sale of project land to the customer. The partnership has also significantly reduced construction risk by securing approximately 85% of project costs under fixed-price contracts. This approach improves budget certainty while minimizing exposure to inflation and unexpected cost increases during construction. Once operational, Pembina expects its ownership interest in Greenlight to generate approximately C$310 million in annual run-rate adjusted EBITDA, supporting the long-term earnings growth. Reliable Natural Gas Supply Forms the Foundation of the ProjectConsistent fuel delivery is essential for any large-scale power generation facility. The GLEC will require approximately 150 million cubic feet of natural gas per day to operate at full capacity. To support this requirement, long-term transportation arrangements have already been secured through multiple pipeline systems, including the Alliance Heartland Expansion Project and the TC Energy Nova Gas Transmission network. Using multiple transportation pathways provides operational flexibility while reducing supply risks. It also creates additional demand for Western Canadian natural gas production, benefiting producers as well as existing midstream infrastructure. Because Pembina already operates an extensive natural gas network, the project naturally complements its broader infrastructure portfolio and strengthens utilization across several business segments. PBA Continues Expanding Canada's Energy InfrastructureBeyond Greenlight, PBA is pursuing additional opportunities to strengthen Canada's energy transportation network. The company recently entered into a non-binding Heads of Agreement with the Government of Canada, the Province of Alberta, Trans Mountain Corporation, and the Alberta Petroleum and Marketing Commission regarding a proposed nation-building crude oil pipeline and export corridor connecting Alberta with Canada's West Coast. Pembina's role would focus on providing development expertise, project execution support and operational experience while maintaining its disciplined investment standards. Any future participation will remain subject to detailed evaluation and final investment approval. This measured approach reflects the company's commitment to balancing growth opportunities with responsible capital allocation. Greenlight Creates a Strong Foundation for GrowthThe GLEC represents more than a new power generation facility — it establishes a strategic platform for PBA's next phase of expansion. By combining efficient power generation technology, long-term commercial agreements, experienced development partners, secure natural gas supply and disciplined financial management, the project is positioned to generate stable returns well into the future. As demand for digital infrastructure continues growing across North America, investments that connect dependable energy with advanced technology will become increasingly important. Through the GLEC, PBA is strengthening its diversified infrastructure portfolio while supporting Alberta's emergence as a leading destination for data centers, industrial investment and long-term economic development. PBA's Zacks Rank & Key PicksCurrently, PBA has a Zacks Rank #3 (Hold). Investors interested in the energy sector might look at some better-ranked stocks like Liberty Energy (LBRT - Free Report) , Paramount Resources (PRMRF - Free Report) and Cenovus Energy (CVE - Free Report) , each sporting a Zacks Rank #1 (Strong Buy) at present. You can see the complete list of today’s Zacks #1 Rank stocks here. Liberty Energy is valued at $3.97 billion. It is a leading U.S. oilfield services company that provides hydraulic fracturing and advanced well completion solutions for oil and natural gas producers. Liberty Energy stock has gained approximately 103.8% over the past year. Paramount Resources is valued at $2.77 billion. It is a Canadian energy company focused on the exploration, development, and production of natural gas, crude oil and natural gas liquids. Paramount Resources stock has delivered a 18.2% total return over the past year. Cenovus Energy is valued at $45.58 billion. It is a Canadian integrated energy company engaged in the production of crude oil and natural gas, as well as refining, upgrading and marketing petroleum products. Cenovus Energy operates across Canada, the United States and the Asia-Pacific region.
	Saved 2026-07-03 14:05 1mo ago Published 2026-07-03 09:15 1mo ago	3 REITs to Buy for Passive Income in July STAG STAG Industrial	FMP Stock News
Original source text Income investors entering July 2026 are getting a friendlier setup than they had six months ago. The 10-year Treasury yield sits at 4%, down from its May 19 peak of 5%, and the Fed Funds upper bound has held at 4% for six months after two cuts in late 2025. Falling rates lower refinancing pressure on REITs and tighten the spread between bond coupons and equity dividend yields, which is exactly the macro backdrop where REIT cash distributions look most attractive. Three names stand out for July: a blue-chip net-lease bellwether, an industrial warehouse compounder transitioning its payout cadence, and a healthcare landlord that just unlocked value through an IPO. All three trade on US exchanges, and two still cut monthly checks. Here is the thesis on each. Realty Income (O) Realty Income (NYSE:O \| O Price Prediction) remains the default holding for monthly passive income. The stock closed at $62.68 on June 29 with a market cap near $58.9 billion and a dividend yield around 5%. The latest monthly payout was raised to 27 cents per share in June 2026, payable July 15, extending an already exceptional streak: 132 increases since the 1994 IPO and 670 consecutive monthly dividends declared. The bull case is the operating engine underneath the payout. Q1 2026 AFFO came in at $1.13 per share, up 7% year over year, on $1.55 billion of revenue, with portfolio occupancy at 99% and a rent recapture rate of 103%. Management raised 2026 AFFO guidance to $4.41 to $4.44 and lifted full-year investment volume guidance to $9.5 billion from $8.0 billion, helped by a $1.0 billion strategic partnership with Apollo. CEO Sumit Roy pointed to the “strength and resiliency of our global investment and operating platforms”. Risk: valuation is full. Shares are up 14% year to date and trade at a trailing P/E near 52, leaving little room for error if rates reverse higher or if the $129.3 million in Q1 impairment provisions signal stress in underlying tenants. STAG Industrial (STAG) STAG Industrial (NYSE:STAG) is the most important caveat in this basket. STAG moved from monthly to quarterly payments in January 2026, so the popular “monthly dividend industrial REIT” label no longer applies. The current quarterly distribution is 38 cents per share, with the next payment scheduled for July 15. At a recent price of $38.99, the yield works out near 4%. The bull case is operational momentum in single-tenant warehouses. Q4 2025 produced EPS of $0.44 vs. $0.22 expected, revenue of $220.9 million (up 11% YoY), and Core FFO of $0.66 per diluted share, up 8%. Operating portfolio occupancy was 97%, Q4 cash rent change came in at 16%, and full-year cash rent change hit 24%. Management has already addressed 69% of 2026 expected leasing at a 20% cash rent change, with an acquisition pipeline of $3.6 billion across 169 buildings. CEO Bill Crooker highlighted “financial and operational discipline”. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Realty Income didn't make the cut. Grab the names FREE today. Risk: refinancing math. Term loan G stepped up from 2% to 4% in February 2026, and additional debt rolls will keep interest expense climbing even as the Fed holds steady. Investors who specifically wanted monthly checks should know the cadence has changed. Healthpeak Properties (DOC) Healthpeak Properties (NYSE:DOC) is the most contrarian pick of the three. The healthcare REIT switched to a monthly payout, currently 10 cents per share, putting the yield near 6% at the recent price of $21.62. Shares are up nearly 35% year to date and more than 12% in the past month alone. The catalyst was the Janus Living IPO, which closed at the high end of its valuation range and delivered ~$880 million in net proceeds, with Healthpeak retaining an 82% stake in an entity now carrying a $6.9 billion market cap. Q1 2026 GAAP EPS of $0.28 crushed the $0.05 consensus, revenue of $752.95 million beat by 9%, and senior housing same-store cash NOI grew 14%. Management raised 2026 EPS guidance to $0.46 to $0.50 and FFO as Adjusted to $1.71 to $1.75. Capital return is also active: 5.9 million shares repurchased at an average $16.81 in April, with ~$306 million remaining on the authorization. Risk: the lab segment. Lab same-store NOI fell 7% in Q1, and recovery depends on biopharma demand returning through year-end. Interest expense also rose to $87.3 million from $72.7 million. What to Watch in July If the 10-year keeps drifting lower toward the year’s February low of 4%, all three names get a relative-yield tailwind. The variable to track is lab leasing for Healthpeak, refinancing spreads for STAG, and AFFO conversion on the Apollo partnership for Realty Income. Income that arrives every month (or every quarter, in STAG’s case) is still the simplest reason to own this sector. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Realty Income didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:05 1mo ago Published 2026-07-03 09:55 1mo ago	Top 5 Non-AI S&P 500 Stock Picks for 2H 2026 That Have Surged in 1H CVS CVS Health	FMP Stock News
Original source text Key Takeaways ADM leads five non-AI S&P 500 stocks that gained more than 30% in the first half of 2026.CASY is backed by resilient sales, fuel strength and the Fikes/CEFCO acquisition supporting growth.CVS joins DVA and BEN among picks highlighted for favorable earnings outlooks and business momentum. The S&P 500 Index – Wall Street’s most observed equity benchmark – finished the first half of 2026 on a solid note, similar to the past three years. The benchmark advanced 9.6% during this period, mostly owing to an astonishing rally of several artificial intelligence (AI)-centric stocks. A handful of stocks from the S&P 500 stable — not related to either the AI application developer or infrastructure manufacturer space — have also jumped in the same period. Here, we have identified five non-AI S&P 500 stocks that have provided more than 30% returns in first-quarter 2026. Their current favorable Zacks Rank indicates more fire power to be unleashed in the second half. The stocks are: Archer-Daniels-Midland Co. (ADM - Free Report) , Casey's General Stores Inc. (CASY - Free Report) , DaVita Inc. (DVA - Free Report) , CVS Health Corp. (CVS - Free Report) and Franklin Resources Inc. (BEN - Free Report) . Each of our picks currently carries either a Zacks Rank #1 (Strong Buy) or 2 (Buy). You can see the complete list of today’s Zacks #1 Rank stocks here. The chart below shows the price performance of our five picks year to date. Image Source: Zacks Investment Research Archer-Daniels-Midland Co.Zacks Rank #1 Archer-Daniels-Midland is benefiting from a rebound in its Nutrition segment. Human Nutrition is gaining traction, with the Flavors portfolio benefiting from solid North American demand, international customer wins and improved margins from a favorable mix and disciplined pricing. ADM continues to advance its Optimize, Drive and Grow pillars, enhancing productivity, accelerating cost savings, expanding BioSolutions and leveraging digital tools to unlock margin opportunities and strengthen customer reach. ADM is actively managing productivity and innovation as well as aligning work to the interconnected trends in food security, health and wellbeing. The company is well-positioned for sustainable long-term profit growth across new avenues. ADM has been creating additional margin opportunities, opening up channels to customers, advancing digital technologies in areas like farmer needs, the extension of Regen Act programs and partnerships, and the growth of its BioSolutions platform. Archer-Daniels-Midland has an expected revenue and earnings growth rate of 6.5% and 36.2%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 2.9% over the last seven days. Casey's General Stores Inc.Zacks Rank #1 Casey's General Stores shows strong growth momentum, supported by resilient inside sales, driven by prepared foods, beverages and high-margin grocery categories. Effective pricing, product innovation and a favorable product mix continue to enhance CASY’s margins and customer traffic. We anticipate the inside gross margin to expand 60 basis points year over year in fiscal 2026. CASY’s fuel segment is outperforming industry trends, strengthening market share and profitability despite price fluctuations. The Fikes/CEFCO acquisition is boosting scale, operational efficiency and long-term growth potential, supported by integration synergies. CASY’s strong cash flow generation and stable financial position provide flexibility for investments, expansion, and shareholder returns, reinforcing confidence in its sustained growth trajectory and overall business strength. Casey's General Stores has an expected revenue and earnings growth rate of 16.6% and 9.9%, respectively, for the current year (ending April 2027). The Zacks Consensus Estimate for the current year’s earnings has improved 2.9% over the last 30 days. DaVita Inc.Zacks Rank #1 DaVita continues to strengthen its position as a leading U.S. dialysis provider. DVA’s U.S. dialysis segment remains the primary earnings driver, supported by steady reimbursement and cost control. DVA also highlighted continued momentum within the Integrated Kidney Care during first-quarter 2026, with year-over-year improvements across key Comprehensive Kidney Care Contracting program performance metrics, including gross savings rates, quality scores and high-performing status. A strong solvency position of DVA is an added plus. DaVita has an expected revenue and earnings growth rate of 4.8% and 39.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 6.4% over the last 60 days. CVS Health Corp.Zacks Rank #2 CVS Health has benefited from by improved results at Aetna. Sustained achievement in CMS Star Ratings reflects Aetna’s strong fundamentals and focus on improving health outcomes for MA members. The Health Services segment benefits from pharmacy drug mix and brand inflation. CVS is also executing against its operational plans in health care delivery to improve health care access nationwide. CVS’ retail pharmacy script share position continues to be strong. CVS Caremark PBM is driving meaningful savings for clients and members by adapting to client needs and market dynamics. A $20-billion long-term technology investment underpins the company’s digital strategy. CVS Health has an expected revenue and earnings growth rate of 1.7% and 10.2%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 0.4% over the last 30 days. Franklin Resources Inc.Zacks Rank #1 Franklin Resources’ solid distribution platform and first-mover advantage in many countries will continue to support its revenue diversification. BEN has been witnessing solid growth in AUM balance over the years. Though AUM declined in fiscal 2022 and 2025, it recorded a CAGR of 3.1% over the last five fiscal years (ending fiscal 2025). The rising trend continued in the first six months of fiscal 2026. BEN’s growth was supported by strong inflows in alternatives and multi-asset categories. BEN’s efforts to diversify its business into asset classes that are seeing growing client demand, like alternative asset classes, are expected to propel AUM growth. Franklin Resources has an expected revenue and earnings growth rate of 5.4% and 24.8%, respectively, for the current year (ending September 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 1.1% over the last 30 days.
	Saved 2026-07-03 14:04 1mo ago Published 2026-07-03 09:05 1mo ago	From Contrarian Bets to Steady Income: Ranking 3 Miller-Style Stocks for Retirees COIN Coinbase	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Bill Miller ran Legg Mason Value Trust and beat the S&P 500 for 15 consecutive years, setting the standard for concentrated, contrarian, deep-value investing. His playbook: buy misunderstood businesses at a discount to intrinsic value, hold through cycles, and size up when others panic. Miller was early on Amazon during the dot-com bust, backed financials during the crisis, and became a prominent Wall Street voice on Bitcoin. The through-line is this: high-conviction bets on cash-generative businesses the market has temporarily mispriced. Retirement investors can borrow the discipline without copying the risk profile. What matters is dividend reliability, business durability, and volatility that will not derail a withdrawal plan. Below, we rank three Miller-flavored names, from least to most appropriate for a retirement portfolio. 3. Norwegian Cruise Line Norwegian Cruise Line (NYSE:NCLH \| NCLH Price Prediction) is the classic deep-cyclical recovery play Miller would recognize instantly, and precisely the type of stock a retiree should approach with caution. The shares trade near $19.78, down 11.4% year to date and 51.8% over a decade. There is no dividend, ruling it out as an income holding. Q1 2026 reported May 4, 2026, with adjusted EPS of $0.23 against a $0.1426 estimate and revenue of $2.331 billion. Occupancy ran at 103.8%. New CEO John W. Chidsey, who took the helm in February 2026, cut full-year adjusted EPS guidance to $1.45 to $1.79 from $2.38, citing Middle East disruptions and softer European demand. Net leverage of 5.3x on $15.2 billion of debt, plus euro-denominated exposure, makes this a leveraged bet on discretionary spending. The turnaround thesis is a poor fit for capital a retiree cannot afford to lose. 2. Coinbase Global Coinbase Global (NASDAQ:COIN) is the crypto proxy Miller would have flagged as an asymmetric long-duration bet. Shares last traded at $165.48, down 26.8% year to date and 53.3% over the past year. Beta is 3.32, forward P/E is 118x, and there is no dividend. Q1 2026 GAAP EPS came in at −$1.49 against a $0.04 consensus, with revenue of $1.413 billion and a $394.1 million net loss driven by $482.4 million in mark-to-market losses on crypto holdings. Miller-style optionality is present, as adjusted EBITDA stayed positive at $303.3 million, a 14% headcount cut targets $500 million in annualized savings, cash sits at $10 billion, and $2.1 billion in buyback authorization remains. CEO Brian Armstrong argues that “As regulatory clarity emerges, we believe crypto will update all financial services.” For a retirement portfolio, the volatility is the defining risk. The same investor newsletter that told subscribers to buy Amazon in 2002, Netflix in 2004, and Nvidia in 2005 still publishes two new stock picks every month. Over 23 years, Motley Fool's Stock Advisor has more than quadrupled the S&P 500. New members get this month's picks, the Top 10 Rankings, and a 30-day money-back guarantee. Click here to unlock their next top stocks while new members are still being accepted. 1. OneMain OneMain (NYSE:OMF) is the closest fit to what a retiree needs from a Miller-style value name: a cash-generative, out-of-favor lender with a real income profile. Shares trade at $59.50, up fractionally over the past year but up 158.4% over 10 years. The trailing P/E is 9, forward P/E 8, and the dividend yield is 7.1%. Q1 2026 EPS came in at $1.95 versus $1.89 expected, on revenue of $1.6 billion. Net income rose to $226 million, and managed receivables grew to $26.10 billion. Capital return is tangible: a $1.05 quarterly dividend declared May 1, 2026, and $105 million in Q1 buybacks. Full-year 2025 capital generation guidance reached $913 million. The risks are genuine and cyclical. The net charge-off ratio ticked up to 8.02%, principal debt is $22.7 billion, and OneMain lends into the nonprime consumer, so a hard recession would pressure credit. Investors should monitor delinquency trends and the trajectory of the payout ratio. The Takeaway Miller’s philosophy is useful, but a famous investor’s style does not equal safe for retirement. Ranking on income reliability, business durability, and volatility, OneMain earns the top slot with a 7.1% yield, single-digit multiple, consistent EPS beats, and a dividend record spanning $0.25 to $1.05 quarterly over seven years. Coinbase offers the largest optionality but the worst volatility profile for a retiree. Norwegian remains a leverage-and-cycle story that pays no income while management works to rebuild credibility. If You'd Bought Amazon When the Motley Fool Said To…In September 2002, Stock Advisor told subscribers to buy Amazon. In December 2004, Netflix. In April 2005, Nvidia. The newsletter still publishes two new stock picks every month — and over 23 years, has more than quadrupled the S&P 500. Here's how to get this month's picks: - Join Stock Advisor for one year, with a 30-day money-back guarantee - Get this month's two new picks — plus the Top 10 Rankings and the full historical pick list - Read the analysis, decide for yourself, and trade through your own brokerage Five years from now, you'll probably wish you'd bought this month's picks. Don't miss them. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:04 1mo ago Published 2026-07-03 09:36 1mo ago	RBLX Investors Have Opportunity to Lead Roblox Corporation Securities Fraud Lawsuit with the Schall Law Firm RBLX Roblox	FMP Stock News
Original source text LOS ANGELES, July 03, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation (“Roblox” or “the Company”) (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission. Investors who purchased the Company’s securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 7, 2026. If you are a shareholder who suffered a loss, click here to participate. We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected]. The class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member. According to the Complaint, the Company made false and misleading statements to the market. Roblox assured investors that it could minimize risks associated with age verification and accurately forecast its business performance. The Company claimed to be “enormously bullish” and able to rely on “tremendous organic growth.” The Company relied on viral events to supply growth while misleading shareholders about how age verification would impact platform engagement and the public’s view of its products. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Roblox, investors suffered damages. Join the case to recover your losses The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics. CONTACT: The Schall Law Firm Brian Schall, Esq., www.schallfirm.com Office: 310-301-3335 [email protected] SOURCE: The Schall Law Firm
	Saved 2026-07-03 14:03 1mo ago Published 2026-07-03 09:31 1mo ago	COIN Vs. MSTR: Buy Coinbase for Pure Exchange Fees and Structural Infrastructure Moats MSTR Strategy	FMP Stock News
Original source text © da-kuk / E+ via Getty Images Coinbase (NASDAQ:COIN \| COIN Price Prediction) and Strategy (NASDAQ:MSTR) both reported Q1 2026 results into a brutal crypto tape. Coinbase runs a fee-based crypto exchange with a growing subscription layer. Strategy is a leveraged bitcoin treasury wrapped around a shrinking software business. Same macro, very different machines. Exchange Fees Cushion Coinbase. Bitcoin Marks Break Strategy. Coinbase posted revenue of $1.41 billion, down 30.54% year over year, with a GAAP net loss of $394.1 million driven by a $482.4 million hit on investment tokens. The real tell: Subscription & Services revenue of $583.5 million, or 44% of net revenue. Stablecoins alone kicked in $305 million, with over 25% of circulating USDC parked inside Coinbase products. That is a toll booth business. Strategy’s numbers tell a different story. Software revenue reached $124.30 million, up 11.92% YoY, but a $14.46 billion unrealized bitcoin loss and $229.53 million in preferred dividend obligations pushed the net loss to $12.54 billion. CEO Phong Le leaned on capital markets, noting Strategy “raised $5.6 billion year-to-date of STRC gross proceeds” during a bitcoin bear market. A Toll Booth vs. A Leveraged BTC Vehicle Lens Coinbase Strategy Core Bet Exchange fees, USDC, custody 818,334 BTC treasury Q1 Capital Move 14% headcount cut, ~$500M savings $7.37B ATM raise Key Vulnerability Trading volume cyclicality $8.17B long-term debt, perpetual dividends Coinbase is widening the moat sideways: retail derivatives annualizing over $200M, prediction markets already at $100M+ annualized, and cash of $10.2 billion. Strategy is doubling down on one asset, holding 818,334 BTC as of May 3, 2026 while bitcoin sits at roughly $60,816, down 31.83% YTD. The Next Test Is Whether Fees Beat Leverage Since reporting, COIN is down 17.48% to $159.24, while MSTR has been cut in half, off 50.03% to $93.39. Polymarket traders assign only a 5.5% probability that Strategy gets margin called in 2026, so the market still treats tail risk as a low-probability scenario. Still, servicing perpetual STRC dividends at 11.50% annualized requires either a bitcoin rebound or continuous ATM issuance. I want to see whether Coinbase’s Q2 S&S guide of $565 to $645 million holds through the downturn. Why I Lean Toward Coinbase Here For me, Coinbase is the cleaner expression of crypto infrastructure. You are buying an exchange, a stablecoin franchise, a custodian, and a growing prediction-market and derivatives book, funded by real cash flow and 13 consecutive quarters of positive adjusted EBITDA. Strategy still appeals if you want convex bitcoin exposure with a listed wrapper, and retail on Reddit clearly does. The fee-based model offers more downside protection than the leveraged treasury structure. If bitcoin rips back above prior highs, MSTR wins the trade. If it drifts, COIN’s fee engine keeps compounding while Strategy keeps diluting to service its stack. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coinbase didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:03 1mo ago Published 2026-07-03 08:05 1mo ago	Worried Gold Is Overcrowded? 3 Stocks for Retirees to Consider Instead, Ranked SCCO Southern Copper	FMP Stock News
Original source text Gold has surged higher this year, and the trade is getting loud. Goldman Sachs has warned that investors flocking to gold for safety may be making a mistake, arguing the positioning is stretched. The rally is substantial: per Franco-Nevada, gold averaged $4,875 per oz in Q1 2026, up 70.3% year over year, while silver jumped 164.5% to $84.39 an oz. For retirees, that kind of vertical move raises a hard question. If you want the hard-asset hedge without piling into a crowded trade, what else offers income, stability, and diversification? We ranked three alternatives on the criteria that actually matter in retirement: durable distribution income, lower volatility, diversified exposure, and inflation protection. Only U.S.-listed names were considered. 3. Southern Copper Southern Copper (NYSE:SCCO \| SCCO Price Prediction) is the highest-octane name on this list. The Q1 2026 earnings report was strong: EPS of $1.92 beat the $1.81 estimate, revenue of $4.25 billion rose 36.2% year over year, and net income hit $1.58 billion, up 66.7%. The report called it “a record-breaking quarter, with net earnings of $1,576.9 million, which represented a 67% rise compared to 1Q25.” The stock reflects that leverage. Southern Copper is up 68.1% over the past year, but down 14.6% over the past month. Beta is 1.108, dividend yield is 2.3%, and the trailing P/E is 29x. Payouts swing with copper: quarterly dividends dropped as low as $0.60 in 2024 before recovering to $1.00 in 2026. Analyst sentiment is cautious, and majority ownership by Grupo Mexico adds concentration risk. So, it is a great commodity vehicle but a weak retirement-income anchor. 2. Franco-Nevada Franco-Nevada (NYSE:FNV) keeps precious-metals exposure while sidestepping the operating-cost inflation that pinches miners. Q1 2026 was a blowout: adjusted EPS of $2.38 beat by 14.20%, revenue rose 76.6% to $650.7 million, and net income surged 123.4% to $468.6 million. The balance sheet is pristine, with no debt and $3.1 billion in available capital. CEO Paul Brink summed up the model: “The sharp rise in oil prices is expected to positively impact our Q2 revenues, while our royalty and streaming model is largely insulated from the impact of energy prices on cost inflation. Franco-Nevada is unique as a mining equity that benefits from rising oil prices.” The dividend was raised from $0.38 to $0.44 in Q1 2026, extending a long streak of annual increases. Beta is a modest 0.889, shares are up 32.3% over the past year, and the analyst consensus target of $291.52 compares with a current price of $217.58. The yield is thin at 0.8%, which keeps this one shy of the top spot for income-focused retirees. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today. 1. Brookfield Infrastructure Partners Brookfield Infrastructure Partners (NYSE:BIP) wins on the criteria that count most for retirees: yield, diversification, and cash-flow durability. The partnership owns utilities, transport, midstream energy, and data infrastructure across North and South America, Europe, and Asia Pacific, with regulated and contracted revenue that provides an inflation-linked income stream. The current dividend yield is 4.9%, dwarfing both peers. Distributions have climbed steadily, from $0.265 quarterly in 2008 to $0.455 for 2026. Beta is 1.031, shares are up 9.5% over the past year and 102.2% over 10 years, and analyst sentiment is positive with a $44.18 target price. Q2 2026 results are scheduled for July 30, 2026, giving investors a near-term catalyst. One caveat: Brookfield Infrastructure Partners is a limited partnership that issues a K-1, a real complication for tax-advantaged retirement accounts. Investors who want the identical strategy in a corporate wrapper have a sister vehicle to consider: Brookfield Infrastructure (NYSE:BIPC). But the core cash flow story remains the same here. Bringing It Together The gold rally may have further to run, or it may not. Either way, retirees who want ballast without piling into a crowded trade have options with better income profiles. Southern Copper offers commodity torque with dividend volatility to match. Franco-Nevada delivers precious-metals exposure through a cleaner, capital-light royalty model. Brookfield Infrastructure Partners tops the ranking because its regulated and contracted cash flows produce a yield near 5% that has grown for nearly two decades, exactly the profile that a retirement-focused portfolio is built to reward. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Southern Copper didn't make the cut. Grab the names FREE today. Contact [email protected] for any questions or corrections.
	Saved 2026-07-03 14:03 1mo ago Published 2026-07-03 08:35 1mo ago	Why Kroger's Giant Eagle Deal Could Change Everything KR Kroger Company	FMP Stock News
Original source text The collapse of the Albertsons mega-merger forced Kroger NYSE: KR into a severe reckoning. Antitrust regulators effectively shut the door on transformative coast-to-coast consolidation late last year, and the market aggressively punished the uncertainty. Shares dragged toward a 52-week low of $54.15 as investors questioned how Kroger would navigate relentless pressure from omnichannel titans such as Amazon NASDAQ: AMZN and Walmart NASDAQ: WMT. Kroger Today $58.12 -0.10 (-0.16%) As of 07/2/2026 03:59 PM Eastern This is a fair market value price provided by Massive. Learn more. 52-Week Range$54.15▼ $76.58Dividend Yield2.68% P/E Ratio34.19 Price Target$71.94 Shifting consumer behavior and an unforgiving macroeconomic environment require massive scale to survive, leaving Kroger in a precarious position. Get Kroger alerts: The answer arrived in the form of a definitive agreement to acquire regional grocer Giant Eagle for a total enterprise value of $1.65 billion. This transaction represents a ruthlessly pragmatic pivot in corporate strategy. By bolting on a dense, well-established grocery network across five key midwestern and mid-Atlantic states, Kroger is securing immediate distribution leverage. Under the guidance of recently installed Chief Executive Officer Greg Foran, who brings deep operational experience from Walmart, Kroger is orchestrating a classic value-play consolidation to defend an increasingly vulnerable economic moat. Kroger Rings Up Top-Line Growth at a BargainBreaking down the transaction arithmetic reveals exactly why this acquisition serves as a powerful upside catalyst. Kroger is paying $1.25 billion in cash and assuming approximately $400 million in outstanding liabilities. In exchange, Kroger instantly integrates 197 supermarkets, 11 standalone pharmacies, and roughly $9 billion in annual top-line revenue across Ohio, Pennsylvania, West Virginia, Maryland, and Indiana. Securing $9 billion in incoming revenue for a total price tag of $1.65 billion translates to a 0.18x multiple on acquired sales. Attempting to build that physical footprint organically is nearly impossible in today's elevated interest rate environment. Securing premium commercial real estate, building localized distribution centers, and acquiring net-new customers in heavily saturated regional corridors would cost substantially more capital and take a decade to execute properly. Kroger is instead buying established cash flows and localized market dominance at a steep discount. Management expects the deal to become accretive to adjusted earnings per share (EPS) by the second full year post-integration in 2029. Trimming the Fat: Digital Margins and Pharmacy PlaysSupermarket operators exist in an environment where profitability remains structurally tight. Kroger currently generates razor-thin net margins of 0.71% and pre-tax margins of 0.86%. Earnings per share for the first quarter of 2027 came in at $1.58, missing consensus estimates by a single penny, while identical sales excluding fuel increased by just 1.0%. Investors rightly view these metrics with caution, but analyzing the underlying operations reveals a critical inflection point hidden just beneath the surface. During that same first quarter, Kroger's digital fulfillment operations turned profitable for the very first time. E-commerce logistics and last-mile grocery delivery traditionally bleed cash, serving as massive loss leaders to maintain market share. Achieving sustainable profitability in digital fulfillment justifies the Giant Eagle acquisition on a fundamental level. Kroger can now seamlessly integrate Giant Eagle's established customer loyalty programs into a proven, margin-positive digital fulfillment engine, eliminating redundant logistics costs and instantly scaling online margins. Investors must also contextualize shifting consumer behaviors, specifically the structural rise of GLP-1 weight-loss medications. Market data indicate that households using GLP-1 treatments reduce overall grocery spending by roughly 5.5% to 6.0%. This dynamic presents a widely discussed margin-pressure point for traditional center-store grocery volumes. Kroger is slightly derisked in this environment, as it already operates a massive network of in-store pharmacies. Adding Giant Eagle's standalone and integrated pharmacy footprint acts as a natural defensive hedge. The combined entity captures high-margin prescription revenue from dispensing the weight-loss medications, effectively neutralizing the peripheral drag on traditional packaged food sales by shifting the consumer's wallet from the grocery aisle to the pharmacy counter. Paying the Bill: How Kroger Funds the FeastAny debt-funded acquisition requires serious balance sheet scrutiny from investors. Kroger carries a debt-to-equity ratio of 2.43 and a quick ratio of 0.39, signaling low immediate liquidity. Adding $400 million in assumed Giant Eagle liabilities introduces near-term financial friction. When the Giant Eagle deal hit the wires, Kroger shares dipped to $53.92 amid immediate financing concerns before buyers stepped in and pushed the stock back to a close above $56 The Kroger Co. (KR) Price Chart for Friday, July, 3, 2026 The downside risk appears heavily capped by a deeply compressed valuation and highly aggressive capital return programs. Kroger currently trades at a forward price-to-earnings ratio (P/E) of 11 and a price-to-sales ratio (P/S) of just 0.24. These depressed metrics price in operational stagnation rather than targeted regional growth. Kroger management is aggressively exploiting the disconnect between market price and intrinsic value. Following the dissolution of the Albertsons deal, the board initiated a $7.5 billion share repurchase program. Retiring nearly 17% of the outstanding float at current depressed prices artificially boosts earnings per share. This creates a powerful dual-engine for shareholder returns when combined with Giant Eagle's incoming cash flows. This aggressive buyback program is backstopped by heavy institutional conviction. Vanguard Group and BlackRock maintain stable equity positions, holding approximately 12.0% and 8.6% of Kroger's outstanding shares, respectively. Having over 20% of the entire float anchored by two institutional giants provides a formidable structural floor. This institutional ownership mitigates downside volatility while the regulatory and integration processes play out ahead of the 2027 closing date. Bagging the Bottom: Why Kroger Is a Top-Shelf BuyCapital allocation ultimately dictates long-term shareholder value in the retail sector. Kroger is leveraging a temporary weakness in its own equity pricing to acquire significant regional market share at a deep discount. Securing localized density in the Midwest and Mid-Atlantic allows Kroger to build a formidable firewall against non-traditional grocery entrants such as Walmart and Amazon. The grocery sector rarely offers hyper-growth narratives, but the industry frequently provides mispriced cash flows. Kroger is trading at a depressed multiple while expanding its omnichannel reach, leveraging a newly profitable digital fulfillment network, and executing one of the largest buyback programs in the retail landscape. Value-oriented investors willing to look past the immediate debt load and short-term integration friction might find current pricing levels a highly opportunistic entry point into a resilient, cash-generating retail powerhouse. Should You Invest $1,000 in Kroger Right Now?Before you consider Kroger, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Kroger wasn't on the list. While Kroger currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. View The Five Stocks Here With the proliferation of data centers and electric vehicles, the electric grid will only get more strained. Download this report to learn how energy stocks can play a role in your portfolio as the global demand for energy continues to grow. Get This Free Report
	Saved 2026-07-03 14:02 1mo ago Published 2026-07-03 09:00 1mo ago	CN to Report Second-Quarter 2026 Financial and Operating Results on July 24, 2026 CNI Canadian National Railway	FMP Stock News
Original source text July 03, 2026 09:00 ET \| Source: Canadian National Railway Company MONTREAL, July 03, 2026 (GLOBE NEWSWIRE) -- CN (TSX: CNR) (NYSE: CNI) will issue its second-quarter 2026 financial and operating results before the markets open on July 24, 2026. CN's senior officers will review the results and the railway's outlook in a conference call starting at 8:30 a.m. Eastern Time on July 24. Tracy Robinson, CN President and Chief Executive Officer, will lead the call. Parties wishing to participate via telephone may dial 1-800-715-9871 (Canada/U.S.), or 1-647-932-3411 (International), using 2015414 as the passcode. Participants are advised to dial in 10 minutes prior to the call. CN will provide a live webcast via the Investors section of its website at www.cn.ca/investors. A replay of the webcast will be available following the event. About CN CN powers the economy by safely transporting more than 300 million tons of natural resources, manufactured products, and finished goods throughout North America every year for its customers. With its nearly 20,000-mile rail network and related transportation services, CN connects Canada’s Eastern and Western coasts with the U.S. Midwest and the U.S. Gulf Coast, contributing to sustainable trade and the prosperity of the communities in which it operates since 1919. Contacts: MediaInvestment CommunityAshley MichnowskiJamie LockwoodSenior ManagerVice-PresidentMedia RelationsInvestor Relations & Special Projects(438) 596-4329(514) [email protected]@cn.ca
	Saved 2026-07-03 14:01 1mo ago Published 2026-07-03 07:01 1mo ago	The Portfolio That Pays For Season Tickets Forever ARCC Ares Capital	FMP Stock News
Original source text This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. For many people, season tickets are not really about sports, music, or theater. They are about tradition. The same seats every year. The same friends in the next row. Fall Saturdays at the stadium. Opening day with your son or daughter. Symphony nights with your spouse. The annual Broadway series that gets marked on the calendar months in advance. The challenge is that these traditions come with recurring costs. Ticket prices rise. Parking gets more expensive. Concessions somehow cost more every year. What starts as a few hundred dollars can become a meaningful annual expense over the course of a retirement. Most people simply absorb those increases and hope the budget keeps up. A different approach is to build a portfolio that generates the income needed to renew those tickets year after year without touching the principal. Instead of asking whether you can afford next season, ask what size portfolio would pay for every season. The Cost Per Memory Retirees pay healthcare premiums without flinching, then agonize over a $6,000 ticket renewal. The accounting misses what the renewal buys: 10 home games with the same friends, a 30-year family tradition, a standing date night, a reason to drive into the city. Season tickets buy the calendar a retirement is built around. What Season Tickets Actually Cost Pricing spans an enormous range. Seattle Seahawks 2025 season tickets ran $1,080 to $5,410 per seat. Major-market NBA full plans frequently land between $3,000 and $8,000. Premium college football and club-level NFL seats routinely top $10,000 once personal seat licenses and parking are added. Regional symphony subscriptions start near $200, major-city symphony and opera packages run $1,500 to $4,000, and Broadway touring series typically sit between $400 and $1,200. Four realistic budgets cover almost every fan: Community arts ($1,500): local symphony, community theater, minor league baseball. Mainstream entertainment ($3,000): NBA partial plans, major symphony, Broadway touring. Premium fan ($6,000): NFL season tickets, premium symphony, season opera. Luxury experience ($12,000): club-level NFL, multiple packages, metro arts patron tier. Portfolio Math The equation is simple: annual cost divided by yield equals capital required. The 10-year Treasury near 4.5% sets the baseline for what risk-free income costs today. Annual budget 3.5% yield 5% yield 7% yield 10% yield $1,500 $42,857 $30,000 $21,429 $15,000 $3,000 $85,714 $60,000 $42,857 $30,000 $6,000 $171,429 $120,000 $85,714 $60,000 $12,000 $342,857 $240,000 $171,429 $120,000 A $6,000 NFL habit funded at a 5% yield needs $120,000. Funded at a 3.5% blue-chip yield, it needs $171,429 but the income itself grows. Three Tiers of Income Dividend growth blue chips anchor the 3% to 4% conservative tier. Johnson & Johnson (NYSE:JNJ \| JNJ Price Prediction) just lifted its quarterly dividend to $1.34, its 64th consecutive annual increase. Procter & Gamble (NYSE:PG) raised the payout to $1.0885 quarterly, extending one of the longest dividend streaks in the market. NextEra Energy targets roughly 10% dividend growth through 2026, with 8%+ adjusted EPS growth guided through 2032. The moderate tier (5% to 7%) covers REITs, MLPs and high-yield telecom. Realty Income (NYSE:O) pays a $0.271 monthly dividend. Verizon yields about 6%. Enterprise Products Partners (NYSE:EPD) distributes $0.55 quarterly and issues a K-1, which matters at tax time. The aggressive tier sits with business development companies. Ares Capital (NASDAQ:ARCC) pays a $0.48 quarterly distribution at a 10.6% yield. The income arrives reliably; the share price has slipped about 8% over the past year, the constant tradeoff with high-yield credit. Growth vs. Static Yield A 10% static yield looks dominant against 3.5%. Run it ten years forward and the picture flips. JNJ’s quarterly dividend moved from $0.95 in 2020 to $1.34 in 2026. P&G’s quarterly went from $0.7907 in 2020 to $1.0885 in 2026. ARCC’s quarterly distribution sat at $0.40 in 2020 and $0.48 today, a much flatter line. Lower starting yields with 6% to 8% annual growth keep pace with ticket-price inflation, while static high yields stay flat. The Counterargument A dedicated portfolio is not for everyone. Season tickets only create value if you actually use them. Retirees dealing with health issues, caregiving responsibilities, frequent travel, or other demands on their time may find it difficult to attend an entire season. While many sports teams and arts organizations allow tickets to be transferred, exchanged, or resold, the recovery value is often less than the original cost. There is also the question of scale. Some retirees are perfectly happy attending a few games, concerts, or performances each year rather than committing to an entire season. Others already have retirement portfolios generating enough income that tickets simply become another household expense rather than something requiring a dedicated investment sleeve. You’ll have to determine for yourself whether the tradition, entertainment, and memories are valuable enough to justify dedicating capital to them year after year, and whether there are other ways of getting the same value from a less expensive investment. What To Do Price your actual renewal, parking and food included, then divide by a realistic blended yield to set the capital target. Compare ten-year total return of a 3.5% grower against a 10% static payer using the dividend histories above before deciding which tier funds the seats. If you hold an MLP like EPD or a BDC like ARCC, model the K-1 and ordinary-income treatment in your bracket before the ticket invoice arrives. Contact [email protected] for any questions or corrections.

Showing 45,701–45,750 of 91,400 articles