Track market-moving stories before they get noisy

Strategy MSTR shares (previously known as Microstrategy) climbed 7% on Thursday, extending gains that began earlier this week.

The gains came after the company unveiled a new financial framework centered on stock buybacks, strategic Bitcoin sales, and active capital management.

The software company, which has transformed into one of the largest corporate holders of Bitcoin, has been recovering from recent weakness after its shares surged nearly 13% on Monday following the announcement.

Despite the rebound, the stock remains well below its April 2025 highs.

Citi maintains Buy despite lower price targetCiti Research reiterated its Buy rating on Strategy while lowering its price target to $136 from $260.

Analyst Peter Christiansen said the revised target reflects both the company's updated capital management strategy and Citi's revised 12-month outlook for Bitcoin prices.

Earlier this week, Christiansen said the new framework effectively "buys more time" for the company until Bitcoin's price stabilizes.

Under the updated strategy, Strategy plans to strengthen its cash reserves to support preferred dividend payments while using Bitcoin sales to finance share repurchases.

According to Christiansen, achieving the new $136 price target depends on a higher Bitcoin price over the next year as well as an expansion in Strategy's market-to-net asset value premium.

The analyst also noted that the outlook assumes the company's preferred stock offerings recover to near their par values following an expected $1 billion in share repurchases.

Preferred stock remains in focusInvestor attention has increasingly centered on Strategy's Stretch preferred stock, which trades under the ticker STRC.

For roughly the past year, STRC has been the company's primary vehicle for raising capital to fund additional Bitcoin purchases.

The preferred shares recently fell to a record low, dropping well below their $100 par value.

Because Strategy can more easily issue new preferred shares when the stock trades at or above par, the decline has reduced the effectiveness of that financing strategy.

The pressure on STRC comes as Strategy works to demonstrate its ability to fund dividend payments despite generating limited revenue from its legacy software business while holding a balance sheet dominated by Bitcoin.

Recent insider purchases have also attracted investor attention.

Chief Executive Officer Phong Le's revocable trust made its first purchase of Stretch preferred shares on June 22, acquiring 11,000 shares at an average price of $90.80 per share, for a total investment of $998,800.

Le also directly owns 126,323 shares of Strategy common stock along with several classes of preferred shares and indirectly holds Stretch preferred stock through his children.

Executive Vice President and General Counsel Thomas Chow also purchased preferred shares on June 16, buying 100 STRC shares at $92.71 each and 11 shares of STRK preferred stock at $66.10 per share.

On Monday, Le said the company was moving from "one-way capital issuance to active capital management," signaling a broader evolution in Strategy's financial approach beyond its role as a Bitcoin treasury company.

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.

While many investors like to look for momentum in stocks, this can be very tough to define. There is a lot of debate surrounding which metrics are the best to focus on and which are poor quality indicators of future performance. The Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.

Below, we take a look at Viatris (VTRS - Free Report) , a company that currently holds a Momentum Style Score of B. We also talk about price change and earnings estimate revisions, two of the main aspects of the Momentum Style Score.

It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Viatris currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.

You can see the current list of Zacks #1 Rank Stocks here >>>

Set to Beat the Market? In order to see if VTRS is a promising momentum pick, let's examine some Momentum Style elements to see if this generic drugmaker holds up.

Looking at a stock's short-term price activity is a great way to gauge if it has momentum, since this can reflect both the current interest in a stock and if buyers or sellers have the upper hand at the moment. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.

For VTRS, shares are up 6.25% over the past week while the Zacks Medical Services industry is up 3.09% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 3.98% compares favorably with the industry's 4.4% performance as well.

Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Over the past quarter, shares of Viatris have risen 19.23%, and are up 73.23% in the last year. In comparison, the S&P 500 has only moved 14.14% and 22.01%, respectively.

Investors should also take note of VTRS's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. Right now VTRS is averaging 9,699,590 shares for the last 20 days..

Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with VTRS.

Over the past two months, 4 earnings estimates moved higher compared to none lower for the full year. These revisions helped boost VTRS's consensus estimate, increasing from $2.44 to $2.49 in the past 60 days. Looking at the next fiscal year, 4 estimates have moved upwards while there have been no downward revisions in the same time period.

Bottom LineTaking into account all of these elements, it should come as no surprise that VTRS is a #2 (Buy) stock with a Momentum Score of B. If you've been searching for a fresh pick that's set to rise in the near-term, make sure to keep Viatris on your short list.

New York, New York--(Newsfile Corp. - July 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the "Class Period"), of the important July 28, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid's business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.

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

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

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

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303794

Source: The Rosen Law Firm PA

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Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a growth stock that can live up to its true potential can be a tough task.

By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.

However, it's pretty easy to find cutting-edge growth stocks with the help of the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the traditional growth attributes to analyze a company's real growth prospects.

Our proprietary system currently recommends Lam Research (LRCX - Free Report) as one such stock. This company not only has a favorable Growth Score, but also carries a top Zacks Rank.

Studies have shown that stocks with the best growth features consistently outperform the market. And returns are even better for stocks that possess the combination of a Growth Score of A or B and a Zacks Rank #1 (Strong Buy) or 2 (Buy).

Here are three of the most important factors that make the stock of this semiconductor equipment maker a great growth pick right now.

Earnings GrowthArguably nothing is more important than earnings growth, as surging profit levels is what most investors are after. For growth investors, double-digit earnings growth is highly preferable, as it is often perceived as an indication of strong prospects (and stock price gains) for the company under consideration.

While the historical EPS growth rate for Lam Research is 8.5%, investors should actually focus on the projected growth. The company's EPS is expected to grow 38.3% this year, crushing the industry average, which calls for EPS growth of 32.1%.

Cash Flow GrowthCash is the lifeblood of any business, but higher-than-average cash flow growth is more beneficial and important for growth-oriented companies than for mature companies. That's because, high cash accumulation enables these companies to undertake new projects without raising expensive outside funds.

Right now, year-over-year cash flow growth for Lam Research is 31.2%, which is higher than many of its peers. In fact, the rate compares to the industry average of 5.8%.

While investors should actually consider the current cash flow growth, it's worth taking a look at the historical rate too for putting the current reading into proper perspective. The company's annualized cash flow growth rate has been 16.6% over the past 3-5 years versus the industry average of 5.9%.

Promising Earnings Estimate RevisionsBeyond the metrics outlined above, investors should consider the trend in earnings estimate revisions. A positive trend is a plus here. Empirical research shows that there is a strong correlation between trends in earnings estimate revisions and near-term stock price movements.

There have been upward revisions in current-year earnings estimates for Lam Research. The Zacks Consensus Estimate for the current year has surged 1.5% over the past month.

Bottom LineWhile the overall earnings estimate revisions have made Lam Research a Zacks Rank #2 stock, it has earned itself a Growth Score of B based on a number of factors, including the ones discussed above.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

This combination indicates that Lam Research is a potential outperformer and a solid choice for growth investors.

Savita Subramanian, Bank of America Securities’ head of US equity and quantitative strategy, took to CNBC this week with a simple message. Corporate earnings are “gangbusters”, and the trade you actually want is the one no one is memeing about. Her pitch is that cyclicals are cheap, capex is accelerating, and the boring stuff has room to run for years, not quarters.

Her framing: “Corporate earnings are actually gangbusters this year. I mean, we started the year above consensus at 15%. We’re now tracking something like 20% earnings growth, which is basically a multiple on the average earnings growth.”

The macro tape backs her up. Total US corporate profits hit $4.4 trillion in Q1 2026, up 12.8% year over year. Manufacturing profits ran to $773.3 billion from $591.1 billion a year earlier. Mining value added exploded 22.8% in the quarter, the strongest number of any sector. And gross private investment contributed 7.9% to Q1 GDP.

Why she says skip the index Subramanian’s argument is that the S&P 500 you buy through a cap-weighted ETF has quietly become a handful of mega-cap tech names with a decorative fringe. She wants the fringe. “Our view is go for cyclical companies that benefit from GDP growth. We’re in a great nominal GDP environment. And that’s the one area of the market that’s still trading pretty cheap.”

Check the tape. The SPDR S&P 500 ETF is up 9.63% year to date. Meanwhile Caterpillar (NYSE:CAT | CAT Price Prediction) is up 59%, Applied Materials (NASDAQ:AMAT) is up 117%, and Fluor (NYSE:FLR) is up 18%. Cyclicals are winning already, and yet forward multiples remain unassuming. Exxon Mobil (NYSE:XOM) trades at a forward P/E of 12x. Barrick Mining (NYSE:B) trades at 9x, and is actually down 14.6% YTD despite posting a record $2.73 billion in operating cash flow last quarter. The dispersion is the opportunity.

The sectors she’s actually betting on Her list. “That would be industrials energy materials… if you build stuff you need the widgets… machinery engineering, construction, oil, metals, these are the areas that I think could do really well over the next not just 12 months, but maybe the next few years.” On energy specifically. “Oil just looks like it’s undervalued. These energy companies have capital discipline.”

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

Exxon fits the discipline story. Q1 adjusted EPS of $1.16 beat the $1.01 consensus, underlying earnings ran to $8.77 billion, and the company is executing a $20 billion repurchase program in 2026 with structural cost savings pushing toward a $20 billion cumulative target by 2030 (see the Q1 8-K). WTI at $73.59 is off April’s $105.67 peak, which is part of why the group still screens cheap.

Caterpillar is the machinery-plus-AI story. Q1 revenue climbed 22.2% to $17.41 billion, and Power Generation, powered by hyperscaler data center demand, ran up 41%. Fluor is the picks-and-shovels engineering play, snagging FEED work on Centrus uranium enrichment and gas power, with 98% of new awards reimbursable. Vulcan Materials is aggregates, boring rock for boring highways, and Q1 EBITDA margin still expanded to 25.5%. Barrick just hiked its base dividend 40% and is prepping a North American gold spin by late 2026.

Then there’s the semi angle. Subramanian flagged the recent chip-equipment selloff as puzzling given the setup, and Applied Materials just guided calendar 2026 equipment growth to more than 30%, with Q2 FY26 EPS of $2.86 versus $2.66 expected.

One caveat worth holding in your head. If nominal GDP really is this hot, the Fed gets a reason to stay tighter for longer, and that pressures multiples across everything. Subramanian’s bet is that cyclical earnings power outruns the discount rate. Whether it does is the question you should actually be asking before you rotate.

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

Contact [email protected] for any questions or corrections.

New York, New York--(Newsfile Corp. - July 2, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the "Class Period"), of the important July 27, 2026 lead plaintiff deadline.

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

WHAT TO DO NEXT: To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.

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

DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis' flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis' Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis' Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis' dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.

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

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

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

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

-------------------------------

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303789

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.

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Rivian Automotive Inc (NASDAQ:RIVN) shares rose about 8% following the company’s second-quarter production and delivery update and an upward revision to its full-year outlook.

The electric vehicle maker said it produced 12,613 vehicles at its Normal, Illinois manufacturing facility during the quarter ended June 30, 2026, while deliveries totaled 12,194 vehicles.

The delivery figure exceeded Rivian’s prior guidance range of 9,000 to 11,000 vehicles for the period.

Rivian attributed the stronger-than-expected performance to quarter-over-quarter growth in both its Electric Delivery Van (EDV) and R1 vehicle lines, as well as the introduction of initial R2 deliveries.

Following the results and its updated production trajectory for the second half of the year, Rivian raised its full-year 2026 delivery guidance to 65,000 to 70,000 vehicles, up from a prior range of 62,000 to 67,000 vehicles.

Rivian Automotive Inc (NASDAQ:RIVN) shares rose about 8% following the company’s second-quarter production and delivery update and an upward revision to its full-year outlook.

The electric vehicle maker said it produced 12,613 vehicles at its Normal, Illinois manufacturing facility during the quarter ended June 30, 2026, while deliveries totaled 12,194 vehicles.

The delivery figure exceeded Rivian’s prior guidance range of 9,000 to 11,000 vehicles for the period.

Rivian attributed the stronger-than-expected performance to quarter-over-quarter growth in both its Electric Delivery Van (EDV) and R1 vehicle lines, as well as the introduction of initial R2 deliveries.

Following the results and its updated production trajectory for the second half of the year, Rivian raised its full-year 2026 delivery guidance to 65,000 to 70,000 vehicles, up from a prior range of 62,000 to 67,000 vehicles.

Zusammensetzung der Eightco-Kassenbestände zum 1. Juli 2026: 90 Mio. US-Dollar OpenAI-Beteiligung (indirekt), 18 Mio. US-Dollar Beast Industries-Beteiligung, 16.278 ETH, 283 Millionen WLD-Bestände sowie 149 Mio. US-Dollar an Barmitteln und Barmitteläquivalenten, insgesamt rund 386 Millionen US-Dollar

Der Worldcoin-Token (WLD) ist nun bei Robinhood (NASDAQ: HOOD), gelistet, was den Zugang für Millionen erweitert

OpenAI gab kürzlich bekannt, ein vertrauliches S-1-Formular eingereicht zu haben, und ebnet damit den Weg für einen Börsengang.

World bietet eine Lösung für das Problem des „doppelten Menschen" in einer Welt, in der Deepfakes immer weiter um sich greifen

Eightco bietet eine indirekte Beteiligung an einigen der innovativsten nicht börsennotierten Unternehmen, darunter OpenAI und Beast Industries

, /PRNewswire/ -- Eightco Holdings Inc. (NASDAQ: ORBS) („Eightco" oder das „Unternehmen") gab heute aktualisierte Informationen zu seinen Gesamtbeständen bekannt und hob dabei seine Position im Bereich digitaler Vermögenswerte sowie seine strategischen Investitionen in führende nicht börsennotierte Technologieunternehmen hervor.

ORBS Holdings & Key Metrics

The ORBS Portfolio Thesis

Zum 1. Juli 2026, 16:00 Uhr ET, umfassen die Bestände von ORBS eine Investition in Höhe von 90 Millionen US-Dollar (indirekt über SPVs) in OpenAI, eine mit 18 Millionen US-Dollar finanzierte Investition in Beast Industries, eine Investition in Höhe von 1 Million US-Dollar in Mythical Games, 283.452.700 Worldcoin (WLD) zu einem Kurs von 0,36 US-Dollar pro WLD (laut Coinbase), 16.278 Ethereum (ETH) sowie insgesamt rund 149 Millionen US-Dollar an Barmitteln und Stablecoins, was einem Gesamtportfolio von rund 386 Millionen US-Dollar entspricht.

Die wichtigsten Schlagzeilen zur Meldung:

Das Management von ORBS ist der Ansicht, dass das Treasury-Portfolio des Unternehmens einige der wichtigsten Komponenten für das künftige KI- und digitale Finanzsystem enthält. Zu den wichtigsten Schlagzeilen dieser Woche gehören:

Am 30. Juni wurde bekannt gegeben, dass die USA ihr Verbot des leistungsstarken KI-Modells Fable 5 von Anthropic aufgehoben haben. Das vorübergehende Verbot der fortschrittlichsten Modelle von Anthropic signalisiert eine Abkehr von einem zurückhaltenden Regulierungsansatz, da KI-Systeme mittlerweile so leistungsfähig sind, dass sie eine stärkere staatliche Aufsicht erfordern (CNBC). Am 1. Juli wurde bekannt gegeben, dass Meta den Aufbau eines Cloud-Geschäfts plant, um KI-Rechenleistung zu verkaufen, wobei möglicherweise auch der Zugang zu verschiedenen KI-Modellen angeboten werden soll, die auf der bestehenden KI-Infrastruktur von Meta gehostet werden (Bloomberg). Laut einer Umfrage unter Erwachsenen in den USA wurden schätzungsweise 15 Millionen Menschen in den USA um ihr Geld betrogen, wobei 12 % der erfolgreichen Betrugsfälle mit KI oder Deepfakes in Verbindung standen (NBC). „Die KI-Revolution geht über bahnbrechende Modelle hinaus und entwickelt sich zu einem größeren globalen Ökosystem aus Infrastruktur, Rechenleistung, Anwendungen und Kapitalbildung", sagte Thomas „Tom" Lee, Vorstandsmitglied von Eightco. „Während sich die KI-Fähigkeiten ausweiten und die KI-Branche mehr Kapital anzieht, werden entscheidende Entscheidungen von menschlichen Führungskräften getroffen, wie beispielsweise vom Team bei OpenAI. Dies spiegelt die zentrale Rolle wider, die menschliche Entscheidungen für unsere Zukunft spielen, sowie die Bedeutung des ‚Proof of Human', um zwischen Signalen und Rauschen von Maschinen und denen von Menschen zu unterscheiden."

Eightco: Beteiligung an wichtigen Megatrends

Eightco ist auf drei Megatrends ausgerichtet, die nach Einschätzung des Unternehmens das nächste Jahrzehnt der Innovation prägen werden: künstliche Intelligenz, digitale Identität und die Creator-Economy – mit Engagements in jedem dieser Trends durch indirekte Investitionen in OpenAI (23 % der Bestände von ORBS), Worldcoin (27 %) und Beast Industries (5 %).

Künstliche Intelligenz – OpenAI

Eightco hat ca. 90 Millionen US-Dollar in Zweckgesellschaften investiert, die Beteiligungen an der Muttergesellschaft von OpenAI halten; dies entspricht rund 23 % des Eigenkapitals und stellt eine der höchsten offengelegten Konzentrationen unter allen börsennotierten Vehikeln dar.

ChatGPT, die App von OpenAI für Endverbraucher, ist weltweit die Nummer 1 unter den KI-Apps für Endverbraucher (Sensor Tower) und hat im Februar 2026 die Marke von 900 Millionen wöchentlich aktiven Nutzern überschritten, womit sie zur am schnellsten skalierenden Endverbrauchertechnologie der Geschichte wurde (UBS via Reuters).

Digitale Identität – WLD-Token

Eightco hält mehr als 283 Millionen WLD, was etwa 8,1 % des im Umlauf befindlichen Bestands entspricht. Dies ist die weltweit größte öffentlich bekannt gegebene institutionelle Position und macht etwa 27 % des Vermögens der Eightco-Kasse aus.

Worldcoin ist der native Token von World, einem globalen Proof-of-Human-Netzwerk, das von Tools for Humanity, mitbegründet von Sam Altman und Alex Blania, aufgebaut wurde und von der World Foundation betreut wird. Die Orb-Geräte stellen eine datenschutzwahrende World ID aus, mit der verifiziert wird, dass ein Nutzer ein eindeutiger Mensch und kein KI-Agent ist.

Nach dem von World angekündigten Geschäftsmodell zahlen Anwendungen Gebühren pro Verifizierung, während die Verifizierung für Endnutzer kostenlos bleibt. Dabei monetarisieren sowohl Aussteller von Berechtigungsnachweisen als auch das World-Protokoll die Authentifizierung verifizierter Menschen. World sieht in 13 Branchen, darunter Bankwesen, E-Commerce, Gaming, soziale Medien und agentengestützte KI, ein adressierbares Umsatzpotenzial von insgesamt 6,35 Billionen US-Dollar (laut Tools for Humanity).

Creator-Ökonomie – Beast Industries

Eightco hat 18 Mio. USD in Aktien von Beast Industries investiert, was etwa 5 % der Treasury-Vermögenswerte entspricht.

Beast Industries verfügt über eine der weltweit größten direkten Endkundenreichweiten und erreicht plattformübergreifend insgesamt mehr als 500 Millionen Follower; getragen wird dies von MrBeast als der weltweit meistgesehenen Person auf YouTube. Da KI die Inhaltsproduktion zunehmend zur austauschbaren Ware macht, werden Verbreitung und das Vertrauen des Publikums zu immer knapperen Ressourcen.

Informationen zu Eightco Holdings Inc.

Eightco Holdings Inc. (NASDAQ: ORBS) ist ein börsennotiertes Unternehmen, das eine einzigartige Treasury-Strategie für Worldcoin (WLD) verfolgt und Anlegern über einen einzigen Ticker eine indirekte Beteiligung an drei der prägenden Trends dieses Zyklus bietet: künstliche Intelligenz durch seine indirekte Investition in OpenAI, digitale Identität durch seine Position als größter börsennotierter Inhaber von WLD sowie über das Proof-of-Human-Protokoll und die Creator-Ökonomie durch seine Eigenkapitalbeteiligung an MrBeasts Beast Industries. Unterstützt von führenden institutionellen Investoren, darunter Bitmine Immersion Technologies Inc. (NYSE: BMNR), MOZAYYX, World Foundation, CoinFund, Discovery Capital Management, FalconX, Payward/Kraken, Pantera und GSR, baut Eightco die Infrastrukturebene für die Verifizierung von Menschen im Zeitalter agentengestützter KI auf.

Weitere Informationen:
X: @iamhuman_orbs
Website: 8co.holdings

Häufig gestellte Fragen

Was ist die ORBS-Aktie?

Eightco Holdings Inc. (NASDAQ: ORBS) ist ein börsennotiertes Unternehmen an der Nasdaq. ORBS bietet indirekte Beteiligungen an OpenAI und Beast Industries.

Wer hält den größten Bestand an Worldcoin (WLD)?

Eightco Holdings (NASDAQ: ORBS hält 283 Millionen WLD, was rund 8,1 % des Umlaufbestands entspricht und weltweit die größte öffentlich bekannt gegebene institutionelle Position darstellt.

Was ist Proof of Human?

Proof of Human ist eine kryptografische Verifizierung, die bestätigt, dass ein Nutzer ein eindeutiger, lebender Mensch und kein Bot oder KI-Agent ist. Sie bildet eine grundlegende Infrastruktur für soziale Netzwerke, Bankwesen, agentengestützten Handel und jedes System, das im Zeitalter agentengestützter KI das Prinzip „eine Person, ein Konto" erfordert.

Wie hängt Eightco (ORBS) mit Proof of Human zusammen?

Eightco Holdings (NASDAQ: ORBS) ist der größte öffentlich bekannt gegebene institutionelle Inhaber von Worldcoin (WLD), dem Token, der das Proof-of-Human-Netzwerk von World antreibt.

Wer ist Geschäftsführer von Eightco Holdings?

Kevin O'Donnell ist Geschäftsführer von Eightco Holdings (NASDAQ: ORBS). Dem Verwaltungsrat des Unternehmens gehört Tom Lee an, geschäftsführender Partner und Leiter Research bei Fundstrat sowie Vorsitzender von Bitmine Immersion Technologies (NYSE: BMNR); Brett Winton, Chef-Futurist bei ARK Invest, ist als Berater des Verwaltungsrats tätig.

Zukunftsgerichtete Aussagen

Diese Pressemitteilung enthält zukunftsgerichtete Aussagen im Sinne des Private Securities Litigation Reform Act of 1995. Alle Aussagen in dieser Pressemitteilung, bei denen es sich nicht um historische Tatsachen handelt, können als zukunftsgerichtet angesehen werden. Dazu gehören unter anderem Aussagen die Erwartungen des Unternehmens, dass künstliche Intelligenz, digitale Identität und die Creator-Economy das nächste Jahrzehnt der Innovation prägen werden; die Überzeugung des Unternehmens, dass sein Treasury-Portfolio einige der wichtigsten Komponenten für das zukünftige KI- und digitale Finanzsystem enthält; die Überzeugung, dass eine erhöhte Liquidität von WLD den Nutzen des WLD-Tokens verbessert; Aussagen zum Potenzial eines Börsengangs von OpenAI nach Einreichung eines vertraulichen S-1-Antrags; Aussagen, dass die „Proof-of-Human"-Verifizierung eine grundlegende Infrastruktur für soziale Netzwerke, das Bankwesen, den agentischen Handel und jedes System bereitstellt, das im Zeitalter der agentischen KI das Prinzip „eine Person, ein Konto" erfordert; Aussagen, dass World eine Lösung für das „Double-Human"-Problem in einer Welt bietet, in der Deepfakes immer weiter um sich greifen; Aussagen bezüglich des adressierbaren Umsatzpotenzials von World in Höhe von 6,35 Billionen US-Dollar über verschiedene Branchen hinweg, darunter Bankwesen, E-Commerce, Gaming, soziale Medien und agentische KI; Aussagen zur Position des Unternehmens als weltweit größter öffentlich bekannter institutioneller Inhaber von WLD; Aussagen, dass Vertrieb und das Vertrauen des Publikums zunehmend zu knappen Ressourcen werden, da KI die Produktion von Inhalten zur Massenware macht; sowie Aussagen dazu, dass das Unternehmen die Infrastrukturschicht für die menschliche Verifizierung im Zeitalter der agentischen KI aufbaut. Wörter wie „plant", „erwartet", „wird", „rechnet mit", „fortsetzen", „erweitern", „voranbringen", „entwickeln", „glaubt", „Prognose", „Ziel", „kann", „bleiben", „prognostizieren", „Ausblick", „beabsichtigen", „schätzen", „könnte", „sollte" sowie andere Wörter und Begriffe mit ähnlicher Bedeutung und Aussage sollen zukunftsgerichtete Aussagen kennzeichnen, auch wenn nicht alle zukunftsgerichteten Aussagen solche Begriffe enthalten. Zukunftsgerichtete Aussagen beruhen auf den aktuellen Einschätzungen und Annahmen des Managements, die Risiken und Unsicherheiten unterliegen und keine Garantie für die künftige Leistung darstellen. Die tatsächlichen Ergebnisse können aufgrund verschiedener Faktoren erheblich von den in zukunftsgerichteten Aussagen enthaltenen Ergebnissen abweichen. Dazu gehören unter anderem: die Unfähigkeit des Unternehmens, die Geschäftsführung oder den Betrieb privater Unternehmen zu steuern, an denen das Unternehmen nicht als Mehrheitsaktionär beteiligt ist, darunter OpenAI und Beast Industries; das Risiko von Verlusten oder Wertminderungen bei den strategischen Investitionen des Unternehmens, einschließlich seiner indirekten Beteiligung am Eigenkapital von OpenAI (gehalten über Zweckgesellschaften), seiner Beteiligung an WLD und seiner Beteiligung am Eigenkapital von Beast Industries; die Fähigkeit des Unternehmens, die Anforderungen der Nasdaq für die fortgesetzte Notierung weiterhin zu erfüllen; unerwartete Kosten, Aufwendungen oder Ausgaben, die die Kapitalressourcen des Unternehmens schmälern oder anderweitig den Kapitaleinsatz verzögern; die Unfähigkeit, ausreichendes Kapital zur Finanzierung oder zum Ausbau seiner Geschäftstätigkeit oder strategischer Investitionen zu beschaffen; Preisschwankungen bei digitalen Vermögenswerten, einschließlich WLD und ETH, die den Wert der eigenen Bestände des Unternehmens erheblich beeinträchtigen könnten; regulatorische Änderungen, künftige Gesetzgebung und Vorschriften, die sich negativ auf digitale Vermögenswerte, die Einführung künstlicher Intelligenz oder die Erfassung biometrischer Daten auswirken; Risiken im Zusammenhang mit der Entwicklung, Einführung und Marktakzeptanz der „Proof-of-Human"-Technologie und des „World"-Netzwerks; Unsicherheiten hinsichtlich des Tempos und des Verlaufs des Einsatzes agentenbasierter KI in Unternehmens- und Verbraucheranwendungen; Unsicherheiten hinsichtlich der Produkt-Roadmap von OpenAI, der Entwicklungen des Geschäftsmodells sowie des Zeitpunkts oder des Erfolgs eines möglichen Börsengangs; Risiken im Zusammenhang mit der Fähigkeit von Beast Industries, seine Wachstumsprognosen zu erreichen; Wettbewerb auf den Märkten für digitale Identitäten und KI-Infrastruktur; Abhängigkeit von Drittquellen bei der Bewertung bestimmter Investitionen; Unsicherheit hinsichtlich des anhaltenden Erfolgs von MrBeast und der Leistung des creator-orientierten Geschäftsmodells von Beast Industries; Risiken im Zusammenhang mit den konzentrierten Positionen des Unternehmens in bestimmten digitalen Vermögenswerten und Investitionen in Privatunternehmen; sowie sich wandelnde öffentliche und staatliche Standpunkte zu digitalen Vermögenswerten oder Branchen im Zusammenhang mit künstlicher Intelligenz. Angesichts dieser Risiken und Unsicherheiten wird davor gewarnt, sich unangemessen stark auf solche zukunftsgerichteten Aussagen zu verlassen. Eine Erörterung weiterer Risiken und Unsicherheiten sowie anderer wichtiger Faktoren, die jeweils dazu führen könnten, dass die tatsächlichen Ergebnisse von Eightco von den hierin enthaltenen zukunftsgerichteten Aussagen abweichen, findet sich in den Einreichungen von Eightco bei der Securities and Exchange Commission („SEC"), einschließlich der Risikofaktoren und anderer Offenlegungen im Jahresbericht auf Formular 10-K, der am 15. April 2026 bei der SEC eingereicht wurde, sowie in anderen öffentlich verfügbaren SEC-Einreichungen. Alle Informationen in dieser Pressemitteilung beziehen sich auf das Datum der Veröffentlichung. Eightco übernimmt keine Verpflichtung, diese Informationen zu aktualisieren oder die Ergebnisse von Überarbeitungen dieser Aussagen öffentlich bekannt zu geben, um künftige Ereignisse oder Entwicklungen widerzuspiegeln, sofern dies nicht gesetzlich vorgeschrieben ist.

Robinhood Markets HOOD shares are extending gains on July 2nd after a senior Mizuho analyst signalled transformative potential in the company’s online trading platform.

Dan Dolev maintained an Outperform rating on HOOD and raised his price objective to $130 this morning, indicating potential upside of another 15% from current levels.

Dolev’s bullish call is particularly significant given Robinhood stock has already rallied some 75% since late March.  

In his research note, Dolev said the online brokerage space is ripe for consolidation because it has historically lacked a single dominant player with global reach.

While tech segments like search engines, social media, and cloud computing have produced clear, dominant “hyperscalers”, the retail investing sector remains stubbornly fragmented and localized.

According to him, major US fintechs have built massive domestic footprints, but they continue to struggle with capturing a meaningful share in Europe or Asia.

Since every geographical market remains heavily dominated by a domestic legacy player, there is a glaring vacancy for an agile, border-crossing disruptor like Robinhood.

“HOOD stock has a chance to become the first true global ‘hyperscaler’ of online brokerages,” the Mizuho analyst wrote.

Dolev remains convinced that Robinhood shares can rewrite the rulebook.

Boasting over 27 million funded accounts and an “unmatched brand resonance” with Gen-Z and millennial investors, the company possesses the exact DNA required to bridge the aforementioned international gaps.

HOOD’s tech-native, mobile-first ecosystem operates with virtually zero friction – giving it a huge structural advantage over old-guard rivals, he told clients.

Coupled with management’s commitment to scale the core business by “tenfold”, and the ongoing rollout of cutting-edge features like beta agentic AI trading tools, Robinhood is uniquely positioned to secure local regulatory licenses and efficiently deploy its platforms across multiple international jurisdictions simultaneously.

Ultimately, Mizuho’s upgraded target highlights the massive upside awaiting the fintech firm if it successfully executes on its borderless growth strategy.

As Robinhood transitions from a dominant domestic app into a ubiquitous global infrastructure, its ability to capture a substantial share of the “multi-trillion-dollar” intergenerational wealth transfer becomes heavily amplified.

By maintaining a premium interface and scaling into the world’s first online brokerage hyperscaler, HOOD shares are positioned to systematically absorb share from rigid regional incumbents.

For investors, what all of this suggests is: Robinhood’s growth story is far from over – opening up an entirely new chapter of long-term revenue acceleration.

Note that other Wall Street firms seem to agree with Mizuho as well.

The consensus rating on the fintech firm sits at “Moderate Buy” currently, with price targets going as high as $155, indicating significant upside potential from here.

Key Takeaways CNC's integrated healthcare model supports earnings through coordinated care, pharmacy and clinical services.CNC raised its 2026 adjusted EPS guidance after Q1 adjusted EPS rose 16.2% YoY and revenues increased 5.1%.Centene is expanding AI, analytics and value-based care to improve costs, pricing and care quality. Centene Corporation's (CNC - Free Report) integrated healthcare model is supporting its earnings potential by combining government-sponsored health plans with coordinated clinical services, pharmacy benefits and community-based care. This approach helps the company to manage medical costs more effectively while improving health outcomes across Medicaid, Medicare and Commercial members. As of March 31, 2026, Centene served 26.3 million members, giving the company significant scale to spread administrative costs and support operating leverage.

Centene is also sharpening its operational capabilities through technology and data-driven initiatives. It expanded the use of advanced analytics and selective AI-enabled tools across medical economics, forecasting, fraud detection and payment integrity. These initiatives are helping identify emerging healthcare trends earlier, strengthen claims oversight and improve pricing decisions. In Medicare, the company continues to simplify provider contracts and expand value-based care models targeting high-cost specialties, supporting better quality and lower total cost of care.

In the first quarter of 2026, adjusted earnings per share increased 16.2% year over year to $3.37, while premium and service revenues rose 5.1%. Medicaid's health benefits ratio improved 50 bps year over year to 93.1%, reflecting the impact of better reimbursement, disciplined medical cost management and ongoing operational improvements. Encouraged by the strong start, Centene raised its 2026 adjusted EPS guidance to more than $3.40.

However, regulatory changes and medical cost trends remain key challenges. CNC's integrated approach is creating a stronger operating foundation. Continued investments in technology, clinical programs and provider partnerships should support margin recovery and position the company for sustainable earnings growth over the long term.

How Are Competitors Faring?Some of CNC’s major competitors in the value-based care space are UnitedHealth Group Incorporated (UNH - Free Report) and Elevance Health, Inc. (ELV - Free Report) .

UnitedHealth continues to strengthen its integrated healthcare platform by combining UnitedHealthcare's insurance operations with Optum's pharmacy, care delivery and health services businesses. This connected model enhances care coordination, improves operational efficiency and supports UNH’s long-term earnings growth through diversified revenue streams.

Elevance Health is expanding its integrated care strategy through Carelon, which combines pharmacy, behavioral health and care management services. ELV is leveraging these capabilities to improve clinical outcomes, manage medical costs more effectively and support sustainable earnings growth across its government-sponsored and commercial businesses.

Centene’s Price Performance, Valuation & EstimatesShares of CNC have rallied 66.1% in the year-to-date period compared with the industry’s rise of 36.5%.

Image Source: Zacks Investment Research

From a valuation standpoint, Centene trades at a forward price-to-earnings ratio of 17.39, below the industry average of 19.69. CNC carries a Value Score of A.

Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Centene’s 2026 earnings is pegged at $3.46 per share, implying 66.4% growth from the year-ago period.

Image Source: Zacks Investment Research

CNC stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But for income investors, generating consistent cash flow from each of your liquid investments is your primary focus.

While cash flow can come from bond interest or interest from other types of investments, income investors hone in on dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures a dividend as a percent of the current stock price. Many academic studies show that dividends make up large portions of long-term returns, and in many cases, dividend contributions surpass one-third of total returns.

Headquartered in Atlanta, Invesco (IVZ - Free Report) is a Finance stock that has seen a price change of 2.13% so far this year. The investment management company is currently shelling out a dividend of $0.22 per share, with a dividend yield of 3.21%. This compares to the Financial - Investment Management industry's yield of 2.81% and the S&P 500's yield of 1.4%.

Looking at dividend growth, the company's current annualized dividend of $0.86 is up 3% from last year. Over the last 5 years, Invesco has increased its dividend 5 times on a year-over-year basis for an average annual increase of 7.66%. Looking ahead, future dividend growth will be dependent on earnings growth and payout ratio, which is the proportion of a company's annual earnings per share that it pays out as a dividend. Invesco's current payout ratio is 39%, meaning it paid out 39% of its trailing 12-month EPS as dividend.

Earnings growth looks solid for IVZ for this fiscal year. The Zacks Consensus Estimate for 2026 is $2.59 per share, representing a year-over-year earnings growth rate of 27.59%.

From greatly improving stock investing profits and reducing overall portfolio risk to providing tax advantages, investors like dividends for a variety of different reasons. It's important to keep in mind that not all companies provide a quarterly payout.

For instance, it's a rare occurrence when a tech start-up or big growth business offers its shareholders a dividend. It's more common to see larger companies with more established profits give out dividends. Income investors have to be mindful of the fact that high-yielding stocks tend to struggle during periods of rising interest rates. With that in mind, IVZ is a compelling investment opportunity. Not only is it a strong dividend play, but the stock currently sits at a Zacks Rank of #3 (Hold).

LOS ANGELES, July 02, 2026 (GLOBE NEWSWIRE) -- The Law Offices of Frank R. Cruz reminds investors that class action lawsuits have been filed on behalf of shareholders of the following publicly-traded companies.  Investors have until the deadlines listed below to file a lead plaintiff motion.

Investors suffering losses on their investments are encouraged to contact The Law Offices of Frank R. Cruz to discuss their legal rights in these class actions at 310-914-5007 or by email to [email protected].

Futu Holdings Limited (NASDAQ: FUTU)
Class Period: May 24, 2023 – May 27, 2026
Lead Plaintiff Deadline: August 25, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) Futu was not in compliance with the requirements of the CSRC, including because the Company continued to conduct securities business, public fund sales business and futures business in mainland China without obtaining the requisite licenses or approval; (2) as a result, Futu was reasonably likely to face regulatory penalties, including the disgorgement of ill-gotten gains and other penalties; (3) as a result of the foregoing, Futu’s financial results were overstated; and (4) as a result of the foregoing, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis.

If you are a Futu shareholder who suffered a loss, click here to participate.

Hub Group, Inc. (NASDAQ: HUBG)
Class Period: April 28, 2023 – May 11, 2026
Lead Plaintiff Deadline: August 28, 2026

The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) the Company’s financial statements prepared for the periods from Q1 2023 to Q4 2024 contained material misstatements caused by the premature and incorrect recognition of certain transactions; (2) the Company’s financial statements prepared for the periods from Q1 2025 to Q3 2025 contained material misstatements caused by the understatement of purchased transportation costs and accounts payable; and (3) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.

If you are a Hub Group shareholder who suffered a loss, click here to participate.

Follow us for updates on Twitter: twitter.com/FRC_LAW.

To be a member of these class actions, you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action. If you wish to learn more about these class actions, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Frank R. Cruz, of The Law Offices of Frank R. Cruz, 1999 Avenue of the Stars, Suite 1100, Los Angeles, California 90067 at 310-914-5007, by email to [email protected], or visit our website at www.frankcruzlaw.com.   If you inquire by email please include your mailing address, telephone number, and number of shares purchased.

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

Contacts

The Law Offices of Frank R. Cruz, Los Angeles
Frank R. Cruz, 310-914-5007
[email protected]
www.frankcruzlaw.com

New York, New York--(Newsfile Corp. - July 2, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against ChampionX Corporation (NASDAQ: CHX) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired ChampionX securities between February 29, 2024 and April 1, 2024, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/CHX.

ChampionX Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:

while repurchasing millions of dollars' worth of ChampionX Corporation ("ChampionX" or the "Company") common stock, Defendants were in possession of material nonpublic information regarding offers made by Schlumberger Limited ("SLB") to acquire ChampionX at a premium to prevailing market prices; Defendants failed to either abstain from trading or disclose SLB's offer(s), which, if disclosed, would have signaled to investors that ChampionX's stock was worth significantly more than its trading price; Defendants further failed to disclose subsequent offers and negotiations involving ChampionX and SLB; and as a result, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for ChampionX Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/CHX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in ChampionX you have until July 14, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to ChampionX Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for ChampionX Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

Follow us for updates on LinkedIn, X, Facebook, or Instagram.

Attorney advertising.
Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/297983

Source: Bronstein, Gewirtz & Grossman, LLC

Ready to Announce with Confidence? Send us a message and a member of our TMX Newsfile team will contact you to discuss your needs.

Contact Us

Philadelphia, Pennsylvania--(Newsfile Corp. - July 2, 2026) - National plaintiffs' law firm Berger Montague PC announces a class action lawsuit against ChampionX Corporation (NASDAQ: CHX) ("ChampionX" or the "Company") on behalf of investors who sold ChampionX common stock during the period from February 29, 2024 through April 1, 2024 (the "Class Period").

Investor Deadline: Investors who sold ChampionX common stock during the Class Period may, no later than July 14, 2026, seek to be appointed as a lead plaintiff representative of the class. To learn your rights, CLICK HERE.

Prior to its July 2025 acquisition by SLB, ChampionX was a global leader in chemistry solutions and engineered equipment for the oil and gas industry.

The lawsuit alleges that while ChampionX and its senior executives were in possession of material, non-public information - specifically, unsolicited acquisition offers from SLB - the Company repurchased a significant amount of its own shares at market prices artificially deflated by the concealment of that information.

Specifically, on February 29, 2024, ChampionX received an unsolicited, non-public offer from SLB to acquire all outstanding shares of ChampionX for $36.70 per share. On March 7, 2024, SLB raised its offer to $37.80 per share. Throughout the Class Period, ChampionX's average stock price was $33.32 per share - materially below the undisclosed offer prices. Despite having an obligation to either disclose the acquisition offers or abstain from purchasing ChampionX stock, the Company continued to repurchase shares at those depressed prices and benefitted significantly from keeping this information from investors.

On April 2, 2024, during pre-market hours, ChampionX disclosed that it had reached an agreement to be acquired by SLB. The merger eventually closed on July 16, 2025, with SLB acquiring ChampionX for $40.58 per share.

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

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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303706

Source: Berger Montague

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

If you purchased or acquired Commvault securities between April 29, 2025 to January 26, 2026 and would like to discuss your legal rights, contact Bragar Eagel & Squire partners Brandon Walker or Melissa Fortunato by email at [email protected] or by telephone at (212) 355-4648.

Click here to participate in the action.

NEW YORK, July 02, 2026 (GLOBE NEWSWIRE) --

What’s Happening?

Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, announces that a class action lawsuit has been filed against Commvault Systems, Inc. (“Commvault” or the “Company”) (NASDAQ:CVLT) in the United States District Court for the District of New Jersey on behalf of all persons and entities who purchased or otherwise acquired Commvault securities between April 29, 2025 to January 26, 2026, both dates inclusive (the “Class Period”). Investors have until July 17, 2026 to apply to the Court to be appointed as lead plaintiff in the lawsuit. What are the Allegation Details?

According to the complaint, during the class period defendants created the false impression that Commvault’s annualized recurring revenue (ARR) growth would remain steady throughout fiscal year 2026. Plaintiff alleges that Commvault knew or recklessly disregarded that the Company’s ARR growth guidance failed to properly factor in crucial variables, such as the type of sale. Such statements absent these material facts caused Plaintiff and other shareholders to purchase Commvault’s securities at artificially inflated prices.Plaintiff then alleges that the truth was revealed on January 27, 2026, when Commvault published third quarter 2026 fiscal results, which included ARR growth below the guidance provided by the Company. Commvault reported ARR growth for the third quarter 2026 was $39 million, which fell short of the $45 million projection provided. On this news, the price of Commvault’s common stock declined from a closing price of $129.36 per share on January 26, 2026, to $89.13 per share on January 27, 2026, a decline of over 31% in a single day. What are my Next Steps?

If you purchased or otherwise acquired Commvault shares and suffered a loss, are a long-term stockholder, have information, would like to learn more about these claims, or have any questions concerning this announcement or your rights or interests with respect to these matters, please contact Brandon Walker or Melissa Fortunato by email at [email protected], telephone at (212) 355-4648, or by filling out this contact form. There is no cost or obligation to you. About Bragar Eagel & Squire, P.C.:

Bragar Eagel & Squire, P.C. is a nationally recognized law firm with offices in New York, South Carolina, and California. The firm represents individual and institutional investors in securities, derivative, and commercial litigation as well as individuals in consumer protection and data privacy litigation. The firm has a nationwide practice and routinely handles cases in both federal and state courts. For more information about the firm, please visit www.bespc.com.  Attorney advertising.  Prior results do not guarantee similar outcomes.

Follow us for updates on LinkedIn and Facebook, and keep up with other news by following Brandon Walker, Esq. on LinkedIn.

Contact Information:

Bragar Eagel & Squire, P.C.
Brandon Walker, Esq.
Melissa Fortunato, Esq.
(212) 355-4648
[email protected]
www.bespc.com

Peter Andersen addresses newfound instability in what was considered a once stable trade: alcohol. He believes current worldwide events will offer a notable boost to the alcohol industry, though he's not confident that demand will hold long-term.

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LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of InMode Ltd. (“InMode” or the “Company”) (NASDAQ: INMD) investors concerning the Company’s possible violations of the federal securities laws.

IF YOU ARE AN INVESTOR WHO LOST MONEY ON INMODE LTD. (INMD), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS.

What Happened?

On June 30, 2026, a longstanding shareholder of InMode, Steel Partners Holdings L.P., issued a public letter to InMode’s Board of Directors, stating that “over the last six months,” the Company has displayed “a series of disastrous governance failures that have created a situation wherein its own CEO may be able to acquire the Company at a price below what the Board previously rejected.” Specifically, the letter claims that InMode’s Chief Executive Officer “accumulated roughly 800,000 shares in open-market purchases between February 24[, 2026] and March 10, 2026 — in the narrow window surrounding material corporate events, including the March 13, 2026 buyback announcement that moved the stock nearly 6%. These purchases are consistent with trading while in possession of material non-public information and with usurpation of a corporate opportunity belonging to the Company and all of its shareholders.”

Contact Us To Participate or Learn More:

If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us.
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150 (Toll-Free: 888-773-9224)
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.

Whistleblower Notice

Persons with non-public information regarding InMode should consider their options to aid the investigation or take advantage of the SEC Whistleblower Program. Under the program, whistleblowers who provide original information may receive rewards totaling up to 30 percent of any successful recovery made by the SEC. For more information, call Charles H. Linehan at 310-201-9150 or 888-773-9224 or email [email protected].

About Glancy Prongay Wolke & Rotter LLP

GPWR is a premier law firm with decades of experience representing investors and consumers in securities litigation and other complex class action litigation. Recognizing the firm’s recent successes, GPWR was named one of Law360’s Securities Groups of the Year and ranked second-highest in total investor recoveries by Institutional Shareholder Services Securities Class Action Services in 2025. GPWR’s lawyers have handled cases covering a wide spectrum of corporate misconduct and relating to nearly all industries and sectors. GPWR’s past successes have been widely covered by leading news and industry publications such as The Wall Street Journal, The Financial Times, Bloomberg Businessweek, Reuters, the Associated Press, Barron’s, Investor’s Business Daily, Forbes, and Money. Prior results do not guarantee a similar outcome.

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

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New York, New York--(Newsfile Corp. - July 2, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Peabody Energy Corporation (NYSE: BTU) and certain of its officers.

This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Peabody Energy securities between October 14, 2024 and May 4, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/BTU.

Peabody Energy Case Details

The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:

The true state of Centurion mine's commissioning challenges, including unanticipated electrical and mechanical problems, roof control deterioration, and floor softening that made the March 2026 longwall production deadline unachievable.That Defendants' repeated assurances that Centurion was "on time and on budget" and "ahead of schedule" were materially false and misleading.That the mine's production shortfalls would materially impact Peabody's full-year 2026 financial results, including an $80 million EBITDA impact in the first quarter alone.On March 30, 2026 and May 5, 2026, Peabody disclosed the true scope of Centurion's problems, slashing its full-year sales outlook from 3.5 million to 2.5 million tons and increasing cost guidance to $123-$133 per ton.

Following this news, BTU fell approximately 9.7% on March 30, 2026, and an additional 5.7% on May 5, 2026, declining from $39.50 to $25.00 per share, a cumulative decline of approximately 37%.

What's Next for Peabody Energy Investors?

A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/BTU. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Peabody Energy you have until August 24, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.

No Cost to Peabody Energy Investors

We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.

Why Bronstein, Gewirtz & Grossman, LLC for Peabody Energy Securities Class Action?

Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.

"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.

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Prior results do not guarantee similar outcomes.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303061

Source: Bronstein, Gewirtz & Grossman, LLC

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Key Takeaways Verisk added KatRisk to Model Exchange, expanding independent catastrophe risk modeling options. VRSK launched an upgraded U.S. Tropical Cyclone Model with enhanced climate and cloud analytics. VRSK supported growth via acquisitions, dividends, share repurchases and expanded insurance solutions. Verisk Analytics’ (VRSK - Free Report) agreement to bring KatRisk onto its Model Exchange strengthens the platform’s position as an open, multi-vendor catastrophe risk modeling ecosystem. By adding KatRisk’s climate-informed models covering perils, such as inland flood, wildfire, tropical cyclone, storm surge and earthquake, VRSK broadens the range of independent risk perspectives available to insurers and reinsurers.

The move comes as the insurance industry faces rising climate-related losses and increasing regulatory scrutiny, increasing the importance of transparent, comparable and defensible catastrophe models. Expanding the platform’s portfolio of third-party models is expected to enhance underwriting, portfolio management and capital planning while reinforcing Verisk’s role as a key provider of risk analytics and decision-support solutions for the global insurance market.

The company’s reengineered U.S. Tropical Cyclone Model, delivered through its cloud-native Synergy Studio platform, represents a significant enhancement to its catastrophe risk analytics capabilities. By integrating updated climate science, refined hazard and vulnerability modeling, and a reengineered stochastic event catalog, the model provides insurers, reinsurers and capital market participants with a more realistic assessment of hurricane-related risks and potential losses.

The launch also strengthens VRSK’s competitive position by combining advanced scientific modeling with scalable cloud-based analytics, enabling faster risk assessments, improved portfolio management and more transparent, defensible decision-making as climate-related weather events become more frequent and severe.

VRSK continues to reward shareholders through consistent dividend payments and share repurchases. The company paid out dividends of $195.2 million, $196.8 million, $221.3 million and $251.3 million, while repurchasing shares worth $1.7 billion, $2.8 billion, $1 billion and $624 million in 2022, 2023, 2024 and 2025, respectively.

The company’s growth strategy is also driven by its strong focus on innovation and acquisitions, as it rapidly invests in global companies to enhance its data and analytical capabilities. Recently, the company acquired SuranceBay, a leading provider of producer licensing, onboarding, appointment and compliance solutions, which is expected to expand VRSK’s life and annuity offerings.

Other Factors That Make VRSK an Attractive PickSolid Rank: VRSK carries a Zacks Rank #2 (Buy).

Our research shows that stocks with a Zacks Rank #1 (Strong Buy) or 2 offer attractive investment opportunities.  You can see the complete list of today’s Zacks #1 Rank stocks here.

Positive Earnings Surprise History: VRSK has an impressive earnings surprise history. The company outpaced the Zacks Consensus Estimate in each of the trailing four quarters and missed once, delivering an earnings surprise of 6.29%, on average. 

Strong Growth Prospects: The Zacks Consensus Estimate for Verisk’s 2026 revenues is pinned at $3.22 billion, reflecting 5% year-over-year growth. The consensus estimate for 2026 earnings is pegged at $7.63 per share, indicating a 6.6% year-over-year increase.

Bullish Industry Rank: The industry to which VRSK belongs currently has a Zacks Industry Rank of 18 (out of 243). Such a favorable rank places it in the top 7% of Zacks Industries. Studies show that 50% of a stock’s price movement is directly related to the performance of the industry group to which it belongs.

A mediocre stock within a strong group is likely to outperform a robust stock in a weak industry. Reckoning the industry’s performance becomes imperative.

Other Stocks to ConsiderSome other top-ranked stocks for investors’ consideration are Dave Inc. (DAVE - Free Report) and Coherent Corp. (COHR - Free Report) .

Dave currently sports a Zacks Rank of #1 (Strong Buy). The company has an expected earnings growth rate of 10.5% and 24.5% for 2026 and 2027, respectively.

DAVE has an encouraging earnings surprise history as it has surpassed the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average beat of 54.2%.

Coherent Corp. sports a Zacks Rank of #1. COHR has an expected earnings growth rate of 55% and 51.04% for 2026 and 2027, respectively.

The company has an encouraging earnings surprise history as it has topped the Zacks Consensus Estimate in each of the trailing four quarters, delivering an average earnings surprise of 6.20%.

Clear Secure (YOU - Free Report) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #1 (Strong Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.

The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.

Since a changing earnings picture is a powerful factor influencing near-term stock price movements, the Zacks rating system is very useful for individual investors. They may find it difficult to make decisions based on rating upgrades by Wall Street analysts, as these are mostly driven by subjective factors that are hard to see and measure in real time.

As such, the Zacks rating upgrade for Clear Secure is essentially a positive comment on its earnings outlook that could have a favorable impact on its stock price.

Most Powerful Force Impacting Stock PricesThe change in a company's future earnings potential, as reflected in earnings estimate revisions, has proven to be strongly correlated with the near-term price movement of its stock. That's partly because of the influence of institutional investors that use earnings and earnings estimates for calculating the fair value of a company's shares. An increase or decrease in earnings estimates in their valuation models simply results in higher or lower fair value for a stock, and institutional investors typically buy or sell it. Their transaction of large amounts of shares then leads to price movement for the stock.

Fundamentally speaking, rising earnings estimates and the consequent rating upgrade for Clear Secure imply an improvement in the company's underlying business. Investors should show their appreciation for this improving business trend by pushing the stock higher.

Harnessing the Power of Earnings Estimate RevisionsEmpirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock movements, so it could be truly rewarding if such revisions are tracked for making an investment decision. Here is where the tried-and-tested Zacks Rank stock-rating system plays an important role, as it effectively harnesses the power of earnings estimate revisions.

The Zacks Rank stock-rating system, which uses four factors related to earnings estimates to classify stocks into five groups, ranging from Zacks Rank #1 (Strong Buy) to Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record, with Zacks Rank #1 stocks generating an average annual return of +25% since 1988. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here >>>> .

Earnings Estimate Revisions for Clear SecureFor the fiscal year ending December 2026, this airport security company is expected to earn $1.79 per share, which is unchanged compared with the year-ago reported number.

Analysts have been steadily raising their estimates for Clear Secure. Over the past three months, the Zacks Consensus Estimate for the company has increased 10.6%.

Bottom LineUnlike the overly optimistic Wall Street analysts whose rating systems tend to be weighted toward favorable recommendations, the Zacks rating system maintains an equal proportion of "buy" and "sell" ratings for its entire universe of more than 4,000 stocks at any point in time. Irrespective of market conditions, only the top 5% of the Zacks-covered stocks get a "Strong Buy" rating and the next 15% get a "Buy" rating. So, the placement of a stock in the top 20% of the Zacks-covered stocks indicates its superior earnings estimate revision feature, making it a solid candidate for producing market-beating returns in the near term.

You can learn more about the Zacks Rank here >>>

The upgrade of Clear Secure to a Zacks Rank #1 positions it in the top 5% of the Zacks-covered stocks in terms of estimate revisions, implying that the stock might move higher in the near term.

BILL Holdings (BILL - Free Report) could be a solid addition to your portfolio given a notable revision in the company's earnings estimates. While the stock has been gaining lately, the trend might continue since its earnings outlook is still improving.

The rising trend in estimate revisions, which is a result of growing analyst optimism on the earnings prospects of this payment processing software company, should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.

The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.

For BILL Holdings, strong agreement among the covering analysts in revising earnings estimates upward has resulted in meaningful improvement in consensus estimates for the next quarter and full year.

The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:

12 Month EPS

Current-Quarter Estimate RevisionsThe company is expected to earn $0.69 per share for the current quarter, which represents a year-over-year change of +30.2%.

Over the last 30 days, the Zacks Consensus Estimate for BILL Holdings has increased 15.7% because one estimate has moved higher compared to no negative revisions.

Current-Year Estimate RevisionsFor the full year, the earnings estimate of $2.64 per share represents a change of +19.5% from the year-ago number.

In terms of estimate revisions, the trend for the current year also appears quite encouraging for BILL Holdings. Over the past month, two estimates have moved higher compared to no negative revisions, helping the consensus estimate increase 8.58%.

Favorable Zacks RankThanks to promising estimate revisions, BILL Holdings currently carries a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.

You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.

Bottom LineBILL Holdings shares have added 10.2% over the past four weeks, suggesting that investors are betting on its impressive estimate revisions. So, you may consider adding it to your portfolio right away to benefit from its earnings growth prospects.

© sakkmesterke / iStock via Getty Images

Shares of high-flying photonics names are sliding at midday Thursday. Applied Optoelectronics (NASDAQ:AAOI) stock is down 17% to $114.93, the biggest decliner in the group and easily the sharpest single-session drop of the three. Coherent (NYSE:COHR | COHR Price Prediction) stock is off 10% to $331.57, while Lumentum (NASDAQ:LITE) stock is down 10% to $720.91.

The moves interrupt some of the best runs anywhere in tech this year. Applied Optoelectronics stock is up 233% year to date (YTD), Lumentum stock is up 98% YTD, and Coherent stock is up 80% YTD. Even after today’s selling, all three remain massive 2026 winners tied to the AI optical-networking build-out, and that kind of vertical price action carries built-in vulnerability to a single risk-off session.

Our news feed shows no stock-specific catalyst behind the drop in Applied Optoelectronics, Coherent, or Lumentum. The action reads as a valuation-driven, sector-wide reset in high-beta AI-infrastructure names, with the underlying businesses still intact.

The Valuation Reset After a Blistering Rally The setup for a fast unwind was already in place across Applied Optoelectronics, Coherent, and Lumentum. Per Yahoo Finance, Coherent stock trades at a P/E ratio of 158.42x and Lumentum stock at a P/E ratio of 128.05x. Applied Optoelectronics carries no P/E because the company is unprofitable, with a trailing EPS of -$0.65.

Today’s sell-off fits the broader AI-hardware pullback pressuring other high-flyers. NVIDIA (NASDAQ:NVDA) stock was down 2% midday Thursday, and Intel (NASDAQ:INTC) stock was down 6%. Inverse semiconductor ETFs jumped sharply, a tell that positioning turned defensive across the chip and networking complex heading into July.

The Business Case Under the Sell-Off The fundamentals under the drop in Applied Optoelectronics, Coherent, and Lumentum haven’t cracked. Coherent’s fiscal Q3 2026 revenue rose 21% year over year (YoY) to $1.8 billion, with datacenter and communications revenue jumping 41% YoY as the company deepened its NVIDIA optical-networking partnership. Coherent’s average analyst price target of $384 sits well above the current level, with 12 Buy and 4 Strong Buy ratings against 4 Holds.

Lumentum’s Q3 FY2026 revenue jumped 90% YoY to $808 million, and management guided Q4 revenue to a range of $960 million to $1.01 billion. Lumentum also disclosed a co-packaged optics order for H1 CY27 delivery and an optical-circuit-switch backlog above $400 million, signaling continued design-in traction with hyperscale AI customers.

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

Applied Optoelectronics is smaller but scaling fast, with datacenter revenue more than doubling YoY in Q1 FY2026 on 800G transceiver demand tied to a large hyperscale customer. CEO Thompson Lin has previously guided full-year 2026 revenue to potentially exceed $1 billion. That growth story is exactly why the stock rallied so hard in the first place.

Bulls and Bears Split on the Optical Trade The community around Applied Optoelectronics, Coherent, and Lumentum is split after today’s drop. One camp treats the pullback as a tactical entry into a multi-year optical and AI-scaling cycle, citing hyperscaler capex on 800G and 1.6T transceivers, co-packaged optics, and optical circuit switches. The other camp flags stretched multiples and points to recent insider sales as a caution signal.

There’s also insider selling to consider. Executive dispositions at Applied Optoelectronics, Coherent, and Lumentum in May and June appear consistent with pre-scheduled Rule 10b5-1 plans and equity-compensation timing, not directional calls on the businesses. Shareholders watching their exposure to photonics should think about keeping their position sizes modest, given how quickly these high-beta names can move in either direction.

What to Watch Now Traders can watch for whether Applied Optoelectronics stock holds the $115 area and whether Coherent stock and Lumentum stock stabilize into the afternoon. A bounce off of session lows would signal dip-buyers stepping in, while a slide into the close would keep the sector-reset thesis alive for tomorrow’s open.

The next catalyst path is calendar-driven. Coherent and Lumentum will report their fiscal Q4 2026 results later this summer, and hyperscaler capex commentary from mega-cap tech earnings arrives within weeks. Investors weighing their photonics allocation may want to track how AAOI, COHR, and LITE shares trade against the broader semiconductor group over the next several sessions before making any position changes.

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

Contact [email protected] for any questions or corrections.

Investors interested in stocks from the Computer - Software sector have probably already heard of Progress Software (PRGS - Free Report) and Cadence Design Systems (CDNS - Free Report) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.

We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank is a proven strategy that targets companies with positive earnings estimate revision trends, while our Style Scores work to grade companies based on specific traits.

Currently, both Progress Software and Cadence Design Systems are holding a Zacks Rank of #2 (Buy). This system places an emphasis on companies that have seen positive earnings estimate revisions, so investors should feel comfortable knowing that these stocks have improving earnings outlooks. But this is just one piece of the puzzle for value investors.

Value investors are also interested in a number of tried-and-true valuation metrics that help show when a company is undervalued at its current share price levels.

Our Value category highlights undervalued companies by looking at a variety of key metrics, including the popular P/E ratio, as well as the P/S ratio, earnings yield, cash flow per share, and a variety of other fundamentals that have been used by value investors for years.

PRGS currently has a forward P/E ratio of 6.48, while CDNS has a forward P/E of 47.58. We also note that PRGS has a PEG ratio of 1.30. This popular figure is similar to the widely-used P/E ratio, but the PEG ratio also considers a company's expected EPS growth rate. CDNS currently has a PEG ratio of 3.51.

Another notable valuation metric for PRGS is its P/B ratio of 3.17. The P/B ratio pits a stock's market value against its book value, which is defined as total assets minus total liabilities. For comparison, CDNS has a P/B of 15.88.

These metrics, and several others, help PRGS earn a Value grade of A, while CDNS has been given a Value grade of F.

Both PRGS and CDNS are impressive stocks with solid earnings outlooks, but based on these valuation figures, we feel that PRGS is the superior value option right now.

Investors with an interest in Technology Services stocks have likely encountered both Parsons (PSN) and Ralliant (RAL). But which of these two stocks presents investors with the better value opportunity right now?