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Acumen Wealth Advisors LLC increased its stake in Gilead Sciences, Inc. (NASDAQ:GILD – Free Report) by 1,582.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,358 shares of the biopharmaceutical company’s stock after buying an additional 5,980 shares during the quarter. Acumen Wealth Advisors LLC’s holdings in Gilead Sciences were worth $886,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its holdings in Gilead Sciences by 1.8% during the 4th quarter. Vanguard Group Inc. now owns 121,097,336 shares of the biopharmaceutical company’s stock valued at $14,863,487,000 after purchasing an additional 2,113,692 shares during the last quarter. State Street Corp raised its holdings in Gilead Sciences by 1.9% in the 4th quarter. State Street Corp now owns 60,240,518 shares of the biopharmaceutical company’s stock valued at $7,393,921,000 after acquiring an additional 1,151,213 shares during the period. Price T Rowe Associates Inc. MD raised its holdings in Gilead Sciences by 4.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 27,698,660 shares of the biopharmaceutical company’s stock valued at $3,399,734,000 after acquiring an additional 1,195,269 shares during the period. Bank of America Corp DE lifted its position in Gilead Sciences by 15.2% during the fourth quarter. Bank of America Corp DE now owns 23,121,620 shares of the biopharmaceutical company’s stock worth $2,837,948,000 after acquiring an additional 3,046,688 shares during the last quarter. Finally, Norges Bank acquired a new stake in Gilead Sciences during the fourth quarter worth approximately $2,617,152,000. 83.67% of the stock is owned by institutional investors.

Gilead Sciences Stock Down 2.2% NASDAQ GILD opened at $130.28 on Wednesday. The company has a current ratio of 1.97, a quick ratio of 1.77 and a debt-to-equity ratio of 0.89. Gilead Sciences, Inc. has a 1-year low of $108.06 and a 1-year high of $157.29. The company has a 50 day moving average of $129.63 and a 200-day moving average of $135.42. The company has a market cap of $161.75 billion, a price-to-earnings ratio of 17.75 and a beta of 0.32.

Gilead Sciences (NASDAQ:GILD – Get Free Report) last issued its quarterly earnings results on Thursday, May 7th. The biopharmaceutical company reported $2.03 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.91 by $0.12. The business had revenue of $6.96 billion during the quarter, compared to analysts’ expectations of $6.91 billion. Gilead Sciences had a return on equity of 48.19% and a net margin of 30.99%.The firm’s revenue for the quarter was up 4.4% compared to the same quarter last year. During the same period in the previous year, the company posted $1.81 earnings per share. Gilead Sciences has set its FY 2026 guidance at -1.050–0.650 EPS. On average, equities research analysts expect that Gilead Sciences, Inc. will post -0.77 earnings per share for the current fiscal year.

Gilead Sciences Dividend Announcement The business also recently announced a quarterly dividend, which was paid on Monday, June 29th. Stockholders of record on Monday, June 15th were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Monday, June 15th. Gilead Sciences’s dividend payout ratio is presently 44.69%.

Insider Activity In other news, insider Johanna Mercier sold 3,000 shares of the stock in a transaction on Monday, June 15th. The stock was sold at an average price of $123.92, for a total transaction of $371,760.00. Following the sale, the insider directly owned 124,234 shares of the company’s stock, valued at approximately $15,395,077.28. This represents a 2.36% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Andrew D. Dickinson sold 3,000 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $125.40, for a total value of $376,200.00. Following the completion of the transaction, the chief financial officer owned 171,646 shares in the company, valued at $21,524,408.40. The trade was a 1.72% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 77,000 shares of company stock worth $9,978,740. 0.30% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In Several equities analysts have recently commented on GILD shares. Morgan Stanley decreased their target price on Gilead Sciences from $168.00 to $166.00 and set an “overweight” rating on the stock in a research report on Wednesday, July 8th. Rothschild & Co Redburn dropped their price target on Gilead Sciences from $170.00 to $167.00 in a report on Monday, May 11th. Daiwa Securities Group reduced their price target on Gilead Sciences from $161.00 to $150.00 and set an “outperform” rating for the company in a research note on Tuesday, May 19th. Truist Financial decreased their price objective on Gilead Sciences from $157.00 to $156.00 and set a “buy” rating on the stock in a report on Tuesday, July 7th. Finally, Wall Street Zen upgraded Gilead Sciences from a “hold” rating to a “buy” rating in a research report on Sunday, July 12th. Twenty-five research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, Gilead Sciences currently has a consensus rating of “Moderate Buy” and an average target price of $158.33.

View Our Latest Research Report on GILD

Gilead Sciences Company Profile (Free Report)

Gilead Sciences, Inc, founded in 1987 and headquartered in Foster City, California, is a biopharmaceutical company focused on the discovery, development and commercialization of medicines in areas of high unmet medical need. The company initially built its reputation in antiviral therapies and has since expanded into oncology, cell therapy and inflammatory diseases. Gilead operates a global research and commercial organization, conducting clinical development and selling medicines in markets around the world.

Gilead’s product portfolio is anchored by antiviral therapies for HIV and viral hepatitis.

See Also Five stocks we like better than Gilead Sciences Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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Posted by Defense World Staff on Jul 22nd, 2026

Fifth Third Bancorp lifted its stake in Molson Coors Beverage Company (NYSE:TAP – Free Report) by 457.0% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 57,237 shares of the company’s stock after buying an additional 46,961 shares during the period. Fifth Third Bancorp’s holdings in Molson Coors Beverage were worth $2,465,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Caxton Associates LLP bought a new stake in shares of Molson Coors Beverage in the 1st quarter worth approximately $202,000. United Services Automobile Association bought a new stake in shares of Molson Coors Beverage during the first quarter valued at approximately $215,000. Woodline Partners LP raised its stake in shares of Molson Coors Beverage by 38.7% in the first quarter. Woodline Partners LP now owns 14,546 shares of the company’s stock valued at $885,000 after purchasing an additional 4,056 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of Molson Coors Beverage by 32.9% in the first quarter. Geneos Wealth Management Inc. now owns 800 shares of the company’s stock valued at $49,000 after purchasing an additional 198 shares in the last quarter. Finally, First Trust Advisors LP raised its stake in shares of Molson Coors Beverage by 4.7% in the second quarter. First Trust Advisors LP now owns 413,578 shares of the company’s stock valued at $19,889,000 after purchasing an additional 18,566 shares in the last quarter. 78.46% of the stock is owned by institutional investors and hedge funds.

Molson Coors Beverage Stock Down 1.8% Shares of NYSE:TAP opened at $40.85 on Wednesday. Molson Coors Beverage Company has a 52 week low of $38.04 and a 52 week high of $54.82. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.38 and a current ratio of 0.54. The company’s fifty day moving average is $40.28 and its 200-day moving average is $44.19. The company has a market capitalization of $7.66 billion, a PE ratio of -3.84 and a beta of 0.42.

Molson Coors Beverage (NYSE:TAP – Get Free Report) last announced its earnings results on Friday, May 1st. The company reported $0.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.36 by $0.26. The business had revenue of $2.35 billion during the quarter, compared to analysts’ expectations of $2.33 billion. Molson Coors Beverage had a negative net margin of 16.14% and a positive return on equity of 9.79%. The firm’s revenue for the quarter was up 2.0% on a year-over-year basis. During the same quarter last year, the company posted $0.50 EPS. Equities research analysts predict that Molson Coors Beverage Company will post 4.8 earnings per share for the current fiscal year.

Molson Coors Beverage Announces Dividend The company also recently announced a quarterly dividend, which will be paid on Friday, September 18th. Stockholders of record on Friday, August 28th will be paid a $0.48 dividend. The ex-dividend date is Friday, August 28th. This represents a $1.92 dividend on an annualized basis and a dividend yield of 4.7%. Molson Coors Beverage’s payout ratio is -18.05%.

Analyst Upgrades and Downgrades A number of equities research analysts have weighed in on the stock. Wall Street Zen downgraded shares of Molson Coors Beverage from a “buy” rating to a “hold” rating in a research note on Sunday, May 17th. Wells Fargo & Company dropped their price objective on shares of Molson Coors Beverage from $43.00 to $41.00 and set an “equal weight” rating for the company in a research note on Wednesday, July 8th. Jefferies Financial Group reduced their price objective on shares of Molson Coors Beverage from $43.00 to $41.00 in a report on Friday, June 12th. The Goldman Sachs Group lifted their target price on shares of Molson Coors Beverage from $48.00 to $50.00 in a research report on Friday, May 1st. Finally, Needham & Company LLC lowered their target price on shares of Molson Coors Beverage from $52.00 to $50.00 and set a “buy” rating on the stock in a research note on Friday, May 1st. Four investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat, Molson Coors Beverage currently has a consensus rating of “Hold” and a consensus target price of $44.06.

View Our Latest Report on TAP

Insider Activity In related news, Director Geoffrey E. Molson sold 1,245 shares of the stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $42.50, for a total transaction of $52,912.50. Following the sale, the director directly owned 9,871 shares in the company, valued at $419,517.50. This represents a 11.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 2.27% of the company’s stock.

About Molson Coors Beverage (Free Report)

Molson Coors Beverage Company is a leading multinational brewing and beverage enterprise formed through the 2005 merger of Canada’s Molson and the United States’ Coors. The company develops, markets and distributes an array of alcoholic and non-alcoholic beverages, focusing primarily on beer and ready-to-drink products. Its portfolio spans flagship brands such as Coors Light, Molson Canadian and Miller Lite, alongside craft-style offerings like Blue Moon and global imports including Carling and Staropramen.

In addition to its core beer business, Molson Coors has expanded into adjacent categories to capture evolving consumer tastes.

Read More Five stocks we like better than Molson Coors Beverage Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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By rotating capital from earlier tech victories, Link is capitalizing on recent semiconductor pullbacks to secure long-term positions in compute and memory.

Swapping Marvell for MicronLink’s strategic rotation began by locking in profits on Marvell Technology Inc. (NASDAQ:MRVL). “I sold Marvell because I was up over 100%,” Link explained, noting that investors should take gains when available.

“We are short memory, we are short compute,” Link said, emphasizing how this supply imbalance grants Micron massive pricing power, with average selling prices soaring 60% in DRAM and 80% in NAND. She estimates the company holds roughly $40 per share in long-term cycle earnings power.

Loading Up on NvidiaAlongside Micron, Link initiated a buying phase for Nvidia, citing the stock’s recent lag as a prime entry point. Noting it had underperformed its peer group by 53% year-to-date, she found the valuation highly attractive.

“It trades at 18 times forward estimates,” Link observed. “That’s the cheapest it’s traded at since 2019.”

“I do think the AI trade is certainly not over,” she concluded. “I think we’re in the third or fourth inning at this point in time.”

How Have MU and NVDA Performed In 2026?MU shares were up 240.15% year-to-date, down 14.39% over the last month, and higher by 757.39% over the year. It closed 12.17% higher at $970.82 per share on Tuesday, and it was down 2.57% in overnight trading.

Benzinga’s Edge Stock Rankings indicate that MU maintains a weak short-term price trend but strong long- and medium-term trends, with a solid quality score.

NVDA shares were up 11.15% year-to-date, down 1.61% over the last month, and higher by 20.95% over the year. It closed up 1.97% at $207.29 per share on Tuesday, and it was 0.97% lower in overnight trading.

Benzinga’s Edge Stock Rankings indicate that NVDA maintains a weak price trend in the short term but a strong trend in the long and medium terms, with a solid growth score.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

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TrendForce has become the first major research house to call the end of the current memory upcycle for NAND flash, the non-volatile storage chips that retain data without power and sit inside phones, laptops, memory cards and the solid-state drives used across data centres.

The Taiwanese firm expects supply to exceed demand in the second half of 2027, pushing average selling prices back into contraction after nearly two years of steep increases.

The argument runs that continued declines in handset and personal computer demand next year will offset growing data centre orders, tipping the market into a bit surplus.

That surplus, in this telling, arrives even though the only significant increase in wafer output comes from China, mirroring the pattern already visible in 2026. There is reason to think the forecast is too cautious.

The 2026 parallel

The conditions TrendForce anticipates for 2027 look strikingly similar to those that actually played out in 2026.

Last year also saw falling PC and handset sales, rising Chinese output, and significant constraints tied to surging data centre requirements.

Yet 2026 did not produce a glut.

Demand from cloud providers absorbed the available capacity, with next year's NAND allocations reportedly sold out and big technology firms already negotiating 2027 supply in advance.

If the same forces held the market tight through 2026, it is not obvious why a near-identical setup flips into oversupply a year later.

The demand TrendForce is missing

Two additional sources of demand strengthen the case that the firm is underestimating the data centre pull.

The first is the growing storage burden created by AI inference, particularly the caching of intermediate model calculations known as KVcache, which alone looks capable of lifting total NAND requirements by more than 10%.

The second is the constrained growth in hard disk drive output, which leaves incremental storage needs that have to be met somewhere, and NAND-based solid-state drives are the natural home for them.

Neither dynamic points toward a comfortable surplus.

When relief actually comes

The more likely conclusion is that NAND supply does not catch up with demand until bit output broadly picks up.

That is not a 2027 story, because meaningful new production outside China is not planned until 2028 and beyond.

Major suppliers, including Samsung Electronics (KRX:005930, LSE:BC94), SK Hynix, and Micron Technology Inc (NASDAQ:MU), are keeping capital spending disciplined, prioritising high-bandwidth memory and DRAM over NAND expansion.

Until that changes, the balance of evidence favours continued tightness rather than the price contraction TrendForce is pencilling in for the back half of 2027.

Posted by Defense World Staff on Jul 22nd, 2026

Allspring Global Investments Holdings LLC reduced its stake in APA Corporation (NASDAQ:APA – Free Report) by 7.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 284,860 shares of the company’s stock after selling 21,335 shares during the quarter. Allspring Global Investments Holdings LLC owned 0.08% of APA worth $11,779,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Cedar Mountain Advisors LLC acquired a new position in shares of APA during the first quarter worth about $28,000. Global Assets Advisory LLC bought a new stake in APA in the 1st quarter valued at approximately $44,000. Summit Securities Group LLC lifted its stake in APA by 115.1% in the 4th quarter. Summit Securities Group LLC now owns 1,327 shares of the company’s stock valued at $32,000 after acquiring an additional 710 shares in the last quarter. Camelot Portfolios LLC acquired a new position in APA during the 4th quarter worth approximately $37,000. Finally, Cary Street Partners Investment Advisory LLC acquired a new position in APA during the 4th quarter worth approximately $47,000. 83.01% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth APA has been the subject of a number of analyst reports. Stephens raised their target price on shares of APA from $43.00 to $47.00 in a research report on Wednesday, June 10th. Evercore boosted their price target on shares of APA from $25.00 to $40.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 24th. Roth Capital upgraded shares of APA from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $37.00 to $38.00 in a research note on Monday, June 22nd. Susquehanna decreased their price objective on APA from $47.00 to $45.00 and set a “positive” rating for the company in a report on Tuesday. Finally, Weiss Ratings downgraded APA from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, June 23rd. Eight analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and four have issued a Sell rating to the company. Based on data from MarketBeat, APA has an average rating of “Hold” and an average target price of $40.35.

Read Our Latest Report on APA

APA Stock Performance NASDAQ APA opened at $35.77 on Wednesday. The firm has a market capitalization of $12.64 billion, a P/E ratio of 8.34 and a beta of 0.35. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.58. The firm’s fifty day moving average price is $35.65 and its two-hundred day moving average price is $33.74. APA Corporation has a 1 year low of $17.86 and a 1 year high of $45.66.

APA (NASDAQ:APA – Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $1.38 earnings per share for the quarter, topping analysts’ consensus estimates of $1.11 by $0.27. The business had revenue of $2.33 billion for the quarter, compared to analyst estimates of $2.13 billion. APA had a return on equity of 20.70% and a net margin of 17.38%.The firm’s revenue was down 11.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.06 EPS. As a group, research analysts anticipate that APA Corporation will post 5 EPS for the current year.

APA Announces Dividend The company also recently declared a quarterly dividend, which will be paid on Friday, August 21st. Investors of record on Wednesday, July 22nd will be paid a $0.25 dividend. The ex-dividend date is Wednesday, July 22nd. This represents a $1.00 annualized dividend and a yield of 2.8%. APA’s payout ratio is 23.31%.

Insider Buying and Selling In other APA news, VP Mark D. Maddox sold 9,800 shares of the company’s stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $40.04, for a total value of $392,392.00. Following the transaction, the vice president directly owned 66,810 shares of the company’s stock, valued at $2,675,072.40. This represents a 12.79% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. 0.73% of the stock is currently owned by corporate insiders.

APA Company Profile (Free Report)

APA Corporation (NASDAQ: APA) is an independent exploration and production company engaged in the acquisition, development and production of oil and natural gas resources. The company operates through three core regions: the United States, Egypt and the North Sea. Through its integrated approach, APA combines geological and geophysical expertise with technical innovation to identify and develop hydrocarbons in both onshore and offshore settings.

In the United States, APA’s largest position is in the Permian Basin of West Texas and southeastern New Mexico, where it holds substantial acreage dedicated to oil-focused drilling and production.

Featured Stories Five stocks we like better than APA Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding APA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for APA Corporation (NASDAQ:APA – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Alesco Advisors LLC An ESL Co acquired a new position in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor acquired 6,000 shares of the semiconductor company’s stock, valued at approximately $2,028,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Quattro Advisors LLC acquired a new position in shares of Taiwan Semiconductor Manufacturing in the fourth quarter worth $25,000. Hilton Head Capital Partners LLC purchased a new stake in shares of Taiwan Semiconductor Manufacturing during the fourth quarter worth $27,000. Stephens Consulting LLC raised its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the fourth quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company’s stock valued at $28,000 after acquiring an additional 41 shares in the last quarter. Evolution Wealth Management Inc. raised its stake in shares of Taiwan Semiconductor Manufacturing by 257.7% in the first quarter. Evolution Wealth Management Inc. now owns 93 shares of the semiconductor company’s stock valued at $31,000 after acquiring an additional 67 shares in the last quarter. Finally, Strategic Advocates LLC boosted its holdings in Taiwan Semiconductor Manufacturing by 62.1% in the fourth quarter. Strategic Advocates LLC now owns 94 shares of the semiconductor company’s stock valued at $28,000 after purchasing an additional 36 shares during the period. 16.51% of the stock is currently owned by hedge funds and other institutional investors.

Taiwan Semiconductor Manufacturing News Roundup Here are the key news stories impacting Taiwan Semiconductor Manufacturing this week:

Positive Sentiment: TSMC reportedly plans to raise chipmaking prices by 5% to 10% in 2027 for both advanced and mature nodes, which supports revenue and margin expansion. TSMC to raise chipmaking prices by up to 10% in 2027, Nikkei Asia reports Positive Sentiment: Multiple reports point to durable AI chip demand and stronger-than-expected quarterly results, reinforcing the view that TSMC remains a key beneficiary of the AI buildout. Bull of the Day: Taiwan Semi (TSM) Positive Sentiment: Chip stocks broadly rebounded after last week’s selloff, adding sector support to TSMC’s move. Chip stocks extend global rebound following last week’s rout Positive Sentiment: Analysts continue to highlight TSMC’s strong AI exposure, with some calling it a buying opportunity after the post-earnings pullback. What’s Going on With Taiwan Semiconductor Stock? Neutral Sentiment: Investor attention is also being driven by TSMC’s expanding Arizona investment and long-term capex plans, which signal growth but may pressure near-term costs. TSMC sees long-term AI chip demand as Arizona investment expands to $265 billion Negative Sentiment: Some commentary warns that higher U.S. spending and construction challenges could weigh on margins and slow expansion, creating a risk investors are still watching. TSMC (TSM) Stock Drops 7% Despite Record Quarter — Why Investors Are Concerned Taiwan Semiconductor Manufacturing Stock Performance Shares of TSM stock opened at $425.04 on Wednesday. The company has a market cap of $2.20 trillion, a P/E ratio of 30.67, a PEG ratio of 0.94 and a beta of 1.36. The firm has a fifty day moving average price of $427.31 and a 200 day moving average price of $380.06. The company has a current ratio of 2.49, a quick ratio of 2.31 and a debt-to-equity ratio of 0.16. Taiwan Semiconductor Manufacturing Company Ltd. has a 12 month low of $223.70 and a 12 month high of $479.00.

Taiwan Semiconductor Manufacturing (NYSE:TSM – Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The semiconductor company reported $4.28 earnings per share (EPS) for the quarter. The company had revenue of $39.89 billion during the quarter. Taiwan Semiconductor Manufacturing had a return on equity of 40.88% and a net margin of 50.31%. Sell-side analysts predict that Taiwan Semiconductor Manufacturing Company Ltd. will post 16.05 earnings per share for the current fiscal year.

Taiwan Semiconductor Manufacturing Increases Dividend The firm also recently announced a quarterly dividend, which will be paid on Thursday, October 8th. Stockholders of record on Wednesday, September 16th will be given a dividend of $1.1136 per share. This is a boost from Taiwan Semiconductor Manufacturing’s previous quarterly dividend of $0.95. The ex-dividend date of this dividend is Wednesday, September 16th. This represents a $4.45 annualized dividend and a dividend yield of 1.0%. Taiwan Semiconductor Manufacturing’s dividend payout ratio is 21.43%.

Insider Buying and Selling In related news, VP Tzu-Sou Chuang sold 200,000 shares of the business’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $69.83, for a total transaction of $13,966,000.00. Following the completion of the sale, the vice president owned 2,495,165 shares in the company, valued at $174,237,371.95. The trade was a 7.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Bor-Zen Tien purchased 1,000 shares of the company’s stock in a transaction on Monday, June 29th. The stock was bought at an average price of $76.64 per share, for a total transaction of $76,640.00. Following the completion of the purchase, the vice president directly owned 12,051 shares of the company’s stock, valued at $923,588.64. The trade was a 9.05% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 6,857 shares of company stock worth $512,334 over the last 90 days. 1.11% of the stock is owned by insiders.

Analyst Ratings Changes Several research firms recently commented on TSM. Citigroup reissued a “buy” rating on shares of Taiwan Semiconductor Manufacturing in a research note on Monday, July 6th. Needham & Company LLC increased their price target on Taiwan Semiconductor Manufacturing from $410.00 to $480.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Weiss Ratings cut Taiwan Semiconductor Manufacturing from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, July 13th. Wall Street Zen raised Taiwan Semiconductor Manufacturing from a “buy” rating to a “strong-buy” rating in a research report on Saturday. Finally, Bank of America upped their target price on shares of Taiwan Semiconductor Manufacturing from $490.00 to $590.00 and gave the stock a “buy” rating in a research note on Wednesday, June 24th. Three equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Taiwan Semiconductor Manufacturing has a consensus rating of “Buy” and a consensus price target of $490.00.

Check Out Our Latest Report on TSM

About Taiwan Semiconductor Manufacturing (Free Report)

Taiwan Semiconductor Manufacturing Company (TSMC) is a leading pure-play semiconductor foundry that provides wafer fabrication and related services to the global semiconductor industry. Founded in 1987 by Morris Chang and headquartered in Hsinchu, Taiwan, TSMC manufactures integrated circuits on behalf of fabless and integrated device manufacturers, offering contract chip production across a broad set of technologies and products.

TSMC’s service offering covers logic and mixed-signal process technologies, specialty processes for radio-frequency, power management and embedded memory, and advanced nodes used in mobile, high-performance computing and AI applications.

Featured Stories Five stocks we like better than Taiwan Semiconductor Manufacturing Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding TSM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Acumen Wealth Advisors LLC cut its holdings in Thermo Fisher Scientific Inc. (NYSE:TMO – Free Report) by 14.7% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,562 shares of the medical research company’s stock after selling 2,166 shares during the period. Thermo Fisher Scientific makes up 1.7% of Acumen Wealth Advisors LLC’s investment portfolio, making the stock its 17th biggest holding. Acumen Wealth Advisors LLC’s holdings in Thermo Fisher Scientific were worth $6,181,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. High Note Wealth LLC lifted its holdings in Thermo Fisher Scientific by 170.6% in the 4th quarter. High Note Wealth LLC now owns 46 shares of the medical research company’s stock worth $27,000 after purchasing an additional 29 shares during the last quarter. Swiss RE Ltd. bought a new position in shares of Thermo Fisher Scientific in the fourth quarter valued at approximately $28,000. Beacon Financial Strategies CORP acquired a new stake in shares of Thermo Fisher Scientific in the fourth quarter worth $29,000. Olistico Wealth LLC bought a new stake in shares of Thermo Fisher Scientific during the 4th quarter worth $29,000. Finally, Birchwood Financial Partners Inc. bought a new position in Thermo Fisher Scientific in the 4th quarter worth $29,000. 89.23% of the stock is currently owned by institutional investors.

Thermo Fisher Scientific Trading Down 0.7% Shares of TMO opened at $522.68 on Wednesday. The stock’s 50-day moving average price is $487.32 and its 200 day moving average price is $513.58. The company has a quick ratio of 1.15, a current ratio of 1.53 and a debt-to-equity ratio of 0.77. Thermo Fisher Scientific Inc. has a 12-month low of $405.15 and a 12-month high of $643.99. The firm has a market capitalization of $194.24 billion, a price-to-earnings ratio of 28.73, a P/E/G ratio of 2.33 and a beta of 0.87.

Thermo Fisher Scientific (NYSE:TMO – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The medical research company reported $5.44 earnings per share for the quarter, topping the consensus estimate of $5.25 by $0.19. The company had revenue of $11.01 billion for the quarter, compared to analyst estimates of $10.86 billion. Thermo Fisher Scientific had a return on equity of 16.86% and a net margin of 15.15%.Thermo Fisher Scientific’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter last year, the firm earned $5.15 EPS. Thermo Fisher Scientific has set its FY 2026 guidance at 24.640-25.120 EPS. As a group, research analysts predict that Thermo Fisher Scientific Inc. will post 24.84 earnings per share for the current year.

Thermo Fisher Scientific Dividend Announcement The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Stockholders of record on Tuesday, September 15th will be paid a $0.47 dividend. The ex-dividend date is Tuesday, September 15th. This represents a $1.88 dividend on an annualized basis and a dividend yield of 0.4%. Thermo Fisher Scientific’s dividend payout ratio is currently 10.34%.

Wall Street Analysts Forecast Growth A number of equities research analysts have issued reports on TMO shares. Robert W. Baird decreased their price target on shares of Thermo Fisher Scientific from $653.00 to $639.00 and set an “outperform” rating for the company in a report on Friday, April 24th. Wolfe Research initiated coverage on Thermo Fisher Scientific in a research report on Tuesday, June 2nd. They set an “outperform” rating and a $535.00 price objective for the company. Jefferies Financial Group raised Thermo Fisher Scientific to a “strong-buy” rating in a report on Friday, April 24th. Evercore set a $570.00 price objective on Thermo Fisher Scientific in a research report on Monday, July 6th. Finally, Weiss Ratings raised shares of Thermo Fisher Scientific from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $602.14.

Check Out Our Latest Report on Thermo Fisher Scientific

Insider Activity at Thermo Fisher Scientific In other news, COO Gianluca Pettiti sold 400 shares of the firm’s stock in a transaction dated Monday, April 27th. The shares were sold at an average price of $462.66, for a total transaction of $185,064.00. Following the completion of the transaction, the chief operating officer directly owned 25,051 shares of the company’s stock, valued at approximately $11,590,095.66. This trade represents a 1.57% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.33% of the company’s stock.

Thermo Fisher Scientific Company Profile (Free Report)

Thermo Fisher Scientific (NYSE: TMO) is a global provider of scientific instrumentation, reagents and consumables, software, and services that support research, clinical, and industrial laboratories. The company supplies analytical instruments and laboratory equipment, life sciences reagents and kits, specialty diagnostics, and a broad range of consumables used by researchers, clinicians, and manufacturers. Its offerings also include laboratory information management and data-analysis software, as well as service solutions such as instrument maintenance, validation, and logistics that help customers run complex workflows efficiently.

Thermo Fisher operates through multiple business areas that broadly cover life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products and biopharma services, including contract development and manufacturing for pharmaceutical and biotechnology companies.

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Posted by Defense World Staff on Jul 22nd, 2026

ABN Amro Investment Solutions decreased its position in ServiceNow, Inc. (NYSE:NOW – Free Report) by 56.6% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 144,631 shares of the information technology services provider’s stock after selling 188,444 shares during the quarter. ABN Amro Investment Solutions’ holdings in ServiceNow were worth $15,121,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of the company. Millstone Evans Group LLC raised its stake in ServiceNow by 400.0% during the fourth quarter. Millstone Evans Group LLC now owns 165 shares of the information technology services provider’s stock valued at $25,000 after purchasing an additional 132 shares in the last quarter. CBIZ Investment Advisory Services LLC raised its position in shares of ServiceNow by 540.0% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 160 shares of the information technology services provider’s stock valued at $25,000 after buying an additional 135 shares in the last quarter. Blueline Advisors LLC bought a new position in shares of ServiceNow in the 4th quarter valued at about $25,000. Measured Wealth Private Client Group LLC lifted its holdings in shares of ServiceNow by 560.0% in the 4th quarter. Measured Wealth Private Client Group LLC now owns 165 shares of the information technology services provider’s stock valued at $25,000 after acquiring an additional 140 shares during the last quarter. Finally, Wealth Watch Advisors INC grew its position in ServiceNow by 432.3% in the fourth quarter. Wealth Watch Advisors INC now owns 165 shares of the information technology services provider’s stock worth $25,000 after acquiring an additional 134 shares in the last quarter. 87.18% of the stock is currently owned by institutional investors.

Insider Transactions at ServiceNow In related news, insider Jacqueline P. Canney sold 8,927 shares of the stock in a transaction that occurred on Friday, April 24th. The stock was sold at an average price of $89.60, for a total value of $799,859.20. Following the transaction, the insider owned 29,531 shares of the company’s stock, valued at $2,645,977.60. This represents a 23.21% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Paul Edward Chamberlain sold 1,500 shares of the firm’s stock in a transaction on Thursday, May 14th. The stock was sold at an average price of $87.23, for a total value of $130,845.00. Following the transaction, the director owned 44,930 shares in the company, valued at $3,919,243.90. The trade was a 3.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 28,071 shares of company stock worth $2,529,956 over the last three months. Company insiders own 0.34% of the company’s stock.

ServiceNow Stock Down 2.5% Shares of NOW opened at $102.04 on Wednesday. The firm has a fifty day moving average price of $104.50 and a 200-day moving average price of $108.56. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.13. The firm has a market capitalization of $105.20 billion, a P/E ratio of 60.81, a P/E/G ratio of 1.75 and a beta of 0.96. ServiceNow, Inc. has a 12-month low of $81.24 and a 12-month high of $210.20.

ServiceNow (NYSE:NOW – Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The information technology services provider reported $0.97 earnings per share for the quarter, meeting analysts’ consensus estimates of $0.97. The company had revenue of $3.77 billion during the quarter, compared to analyst estimates of $3.75 billion. ServiceNow had a net margin of 12.59% and a return on equity of 18.16%. The firm’s revenue for the quarter was up 22.1% on a year-over-year basis. During the same quarter last year, the business posted $0.81 EPS. Equities research analysts expect that ServiceNow, Inc. will post 2.33 earnings per share for the current year.

Wall Street Analyst Weigh In Several equities research analysts have weighed in on NOW shares. UBS Group boosted their price objective on ServiceNow from $100.00 to $115.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 14th. The Goldman Sachs Group restated a “buy” rating and issued a $145.00 price target (down from $163.00) on shares of ServiceNow in a research report on Wednesday, July 8th. BTIG Research reiterated a “buy” rating and set a $150.00 price objective on shares of ServiceNow in a research report on Monday, June 29th. Stifel Nicolaus reduced their target price on shares of ServiceNow from $135.00 to $120.00 and set a “buy” rating on the stock in a research note on Thursday, April 23rd. Finally, Oppenheimer restated an “outperform” rating and issued a $140.00 target price (up from $130.00) on shares of ServiceNow in a report on Wednesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, four have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $139.12.

Read Our Latest Analysis on NOW

Key Headlines Impacting ServiceNow Here are the key news stories impacting ServiceNow this week:

Positive Sentiment: Jefferies expects ServiceNow to deliver solid second-quarter results, with subscription revenue and cRPO likely coming in above guidance. The firm also sees a possible raise to full-year subscription revenue guidance, supported by strong execution, early contract renewals, and AI-related demand. Article Title Positive Sentiment: Cantor Fitzgerald raised its price target on ServiceNow to $141 and kept an overweight rating, signaling confidence in upside if earnings and guidance remain strong. Article Title Positive Sentiment: Morgan Stanley said software sentiment has become “too negative” and named top picks in the sector, reinforcing the idea that high-quality software names like ServiceNow could rebound if the market mood improves. Article Title Neutral Sentiment: ServiceNow is in the spotlight ahead of earnings, with mixed analyst views and a bearish technical setup adding uncertainty into the report. Article Title Neutral Sentiment: ServiceNow is expected to report after the market close on July 22, and several articles frame the stock as a high-stakes earnings setup rather than a clear fundamental change. Article Title Negative Sentiment: CLSA initiated coverage with a bearish view, which has added pressure ahead of earnings and contributed to cautious investor sentiment around the name. Article Title Negative Sentiment: A separate security report said a critical ServiceNow code-execution flaw is being exploited in attacks, which could create near-term reputational and security concerns for the company. Article Title About ServiceNow (Free Report)

ServiceNow (NYSE: NOW) is a cloud computing company that builds enterprise software to manage digital workflows and automate business processes. Its offerings are designed to replace manual work and legacy systems with cloud-based, service-oriented applications that support IT operations, customer service, human resources, security response and other enterprise functions.

The company’s flagship product family is the Now Platform, a suite of subscription software and platform services that includes IT Service Management (ITSM), IT Operations Management (ITOM), IT Business Management (ITBM), Customer Service Management (CSM), HR Service Delivery, Security Operations and Asset Management.

Featured Stories Five stocks we like better than ServiceNow Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding NOW? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for ServiceNow, Inc. (NYSE:NOW – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Lockheed Martin (NYSE:LMT – Get Free Report) will likely be releasing its Q2 2026 results before the market opens on Thursday, July 23rd. Analysts expect the company to announce earnings of $7.22 per share and revenue of $19.3654 billion for the quarter. Lockheed Martin has set its FY 2026 guidance at 29.350-30.250 EPS. Parties may visit the the company’s upcoming Q2 2026 earning summary page for the latest details on the call scheduled for Thursday, July 23, 2026 at 8:30 AM ET.

Lockheed Martin (NYSE:LMT – Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The aerospace company reported $6.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $6.79 by ($0.35). Lockheed Martin had a return on equity of 101.64% and a net margin of 6.38%.The firm had revenue of $18.02 billion during the quarter, compared to analysts’ expectations of $18.38 billion. During the same quarter in the previous year, the business earned $7.28 earnings per share. The company’s revenue for the quarter was up .3% compared to the same quarter last year. On average, analysts expect Lockheed Martin to post $30 EPS for the current fiscal year and $32 EPS for the next fiscal year.

Lockheed Martin Trading Down 0.6% Lockheed Martin stock opened at $506.23 on Wednesday. The company has a quick ratio of 0.94, a current ratio of 1.14 and a debt-to-equity ratio of 2.74. Lockheed Martin has a 52 week low of $410.11 and a 52 week high of $692.00. The company has a market capitalization of $116.72 billion, a price-to-earnings ratio of 24.51, a price-to-earnings-growth ratio of 0.91 and a beta of 0.11. The stock has a 50-day moving average price of $521.59 and a 200 day moving average price of $572.42.

Lockheed Martin Announces Dividend The business also recently disclosed a quarterly dividend, which was paid on Friday, June 26th. Shareholders of record on Monday, June 1st were paid a dividend of $3.45 per share. The ex-dividend date was Monday, June 1st. This represents a $13.80 dividend on an annualized basis and a dividend yield of 2.7%. Lockheed Martin’s dividend payout ratio (DPR) is presently 66.83%.

Hedge Funds Weigh In On Lockheed Martin A number of hedge funds have recently bought and sold shares of the business. Davis R M Inc. boosted its holdings in shares of Lockheed Martin by 1.3% in the 4th quarter. Davis R M Inc. now owns 1,264 shares of the aerospace company’s stock valued at $612,000 after purchasing an additional 16 shares during the last quarter. Insigneo Advisory Services LLC grew its stake in shares of Lockheed Martin by 0.6% during the 4th quarter. Insigneo Advisory Services LLC now owns 2,884 shares of the aerospace company’s stock valued at $1,395,000 after buying an additional 17 shares during the period. Triumph Capital Management increased its holdings in shares of Lockheed Martin by 66.7% during the 4th quarter. Triumph Capital Management now owns 55 shares of the aerospace company’s stock worth $26,000 after buying an additional 22 shares during the last quarter. Richmond Investment Services LLC increased its holdings in shares of Lockheed Martin by 5.1% during the 4th quarter. Richmond Investment Services LLC now owns 456 shares of the aerospace company’s stock worth $220,000 after buying an additional 22 shares during the last quarter. Finally, Wimmer Associates 1 LLC raised its position in shares of Lockheed Martin by 0.5% in the 4th quarter. Wimmer Associates 1 LLC now owns 4,990 shares of the aerospace company’s stock worth $2,414,000 after buying an additional 24 shares during the period. Hedge funds and other institutional investors own 74.19% of the company’s stock.

Analyst Upgrades and Downgrades Several brokerages have recently issued reports on LMT. JPMorgan Chase & Co. decreased their price objective on Lockheed Martin from $680.00 to $605.00 and set a “neutral” rating for the company in a report on Tuesday, May 5th. Wells Fargo & Company set a $575.00 target price on Lockheed Martin in a report on Wednesday, July 8th. Bank of America reduced their price target on Lockheed Martin from $660.00 to $600.00 and set a “neutral” rating for the company in a research report on Friday, April 24th. DZ Bank raised Lockheed Martin from a “hold” rating to a “strong-buy” rating in a report on Thursday, April 30th. Finally, Citigroup raised Lockheed Martin from a “neutral” rating to a “buy” rating and boosted their price target for the company from $571.00 to $582.00 in a report on Wednesday, July 1st. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $615.78.

Check Out Our Latest Analysis on Lockheed Martin

More Lockheed Martin News Here are the key news stories impacting Lockheed Martin this week:

Positive Sentiment: Lockheed Martin secured a $10.5 billion, 12-year U.S. Special Operations Command logistics and sustainment contract for its GLSS2 program, reinforcing its long-term backlog and supporting the investment case for the shares. Is Lockheed Martin (LMT) Undervalued On Its $10.5b GLSS2 Contract Win? Positive Sentiment: The company also unveiled PAC-3 ACE, a lower-cost Patriot interceptor priced at less than half of the current PAC-3 MSE, which could help Lockheed stay competitive as demand for air defenses rises globally. Lockheed to make cheaper Patriot interceptors as air defense demand soars Positive Sentiment: Lockheed Martin also announced new defense-tech collaborations, including work with Venus Aerospace on next-generation propulsion, which highlights continued investment in future weapons and space capabilities. Lockheed Martin and Venus Aerospace Collaborate to Advance Next-Generation Propulsion for Long-Range Precision Fires About Lockheed Martin (Get Free Report)

Lockheed Martin Corporation (NYSE: LMT) is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.

Lockheed Martin’s product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.

Further Reading Five stocks we like better than Lockheed Martin Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible

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Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System trimmed its stake in Broadcom Inc. (NASDAQ:AVGO – Free Report) by 2.4% during the first quarter, according to its most recent disclosure with the SEC. The fund owned 13,291,551 shares of the semiconductor manufacturer’s stock after selling 324,634 shares during the quarter. Broadcom makes up about 2.5% of California Public Employees Retirement System’s investment portfolio, making the stock its 7th largest holding. California Public Employees Retirement System owned about 0.28% of Broadcom worth $4,113,868,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. ROSS JOHNSON & Associates LLC grew its position in Broadcom by 1,320.0% in the 4th quarter. ROSS JOHNSON & Associates LLC now owns 71 shares of the semiconductor manufacturer’s stock worth $25,000 after purchasing an additional 66 shares during the last quarter. SWAN Capital LLC increased its stake in shares of Broadcom by 261.9% in the fourth quarter. SWAN Capital LLC now owns 76 shares of the semiconductor manufacturer’s stock valued at $26,000 after purchasing an additional 55 shares during the period. Networth Advisors LLC raised its holdings in shares of Broadcom by 546.2% during the first quarter. Networth Advisors LLC now owns 84 shares of the semiconductor manufacturer’s stock valued at $26,000 after buying an additional 71 shares during the last quarter. Nvest Wealth Strategies Inc. bought a new stake in shares of Broadcom during the fourth quarter valued at approximately $33,000. Finally, Family CFO Inc acquired a new position in shares of Broadcom during the fourth quarter worth approximately $35,000. Institutional investors and hedge funds own 76.43% of the company’s stock.

Analysts Set New Price Targets A number of equities analysts recently issued reports on the company. Rosenblatt Securities reissued a “buy” rating and issued a $500.00 price objective on shares of Broadcom in a report on Thursday, June 4th. Morgan Stanley set a $502.00 target price on Broadcom and gave the company an “overweight” rating in a research note on Thursday, June 4th. Bank of America boosted their price target on Broadcom from $450.00 to $530.00 and gave the stock a “buy” rating in a research report on Thursday, June 4th. Zacks Research lowered Broadcom from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 21st. Finally, Erste Group Bank reissued a “hold” rating on shares of Broadcom in a research note on Tuesday, July 7th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-eight have given a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $493.24.

View Our Latest Stock Report on Broadcom

Insider Transactions at Broadcom In other Broadcom news, insider Mark David Brazeal sold 25,000 shares of the company’s stock in a transaction dated Friday, July 10th. The shares were sold at an average price of $401.33, for a total value of $10,033,250.00. Following the completion of the sale, the insider directly owned 194,989 shares of the company’s stock, valued at approximately $78,254,935.37. This represents a 11.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Justine Page sold 1,602 shares of the firm’s stock in a transaction dated Monday, June 29th. The shares were sold at an average price of $373.86, for a total transaction of $598,923.72. Following the transaction, the director owned 17,426 shares of the company’s stock, valued at approximately $6,514,884.36. This trade represents a 8.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 61,644 shares of company stock valued at $24,016,214 in the last three months. 1.90% of the stock is currently owned by insiders.

Broadcom Stock Performance AVGO opened at $386.50 on Wednesday. The business has a 50 day moving average price of $399.63 and a two-hundred day moving average price of $365.90. The company has a debt-to-equity ratio of 0.71, a current ratio of 2.24 and a quick ratio of 2.01. The company has a market capitalization of $1.84 trillion, a price-to-earnings ratio of 64.42, a price-to-earnings-growth ratio of 0.66 and a beta of 1.45. Broadcom Inc. has a 1-year low of $273.00 and a 1-year high of $495.00.

Broadcom (NASDAQ:AVGO – Get Free Report) last issued its quarterly earnings results on Wednesday, June 3rd. The semiconductor manufacturer reported $2.44 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.40 by $0.04. Broadcom had a return on equity of 41.61% and a net margin of 38.85%.The company had revenue of $22.19 billion for the quarter, compared to analysts’ expectations of $22.13 billion. During the same period last year, the firm earned $1.58 EPS. The firm’s revenue for the quarter was up 47.9% on a year-over-year basis. Research analysts predict that Broadcom Inc. will post 10.24 EPS for the current fiscal year.

Broadcom Announces Dividend The company also recently announced a quarterly dividend, which was paid on Tuesday, June 30th. Investors of record on Monday, June 22nd were issued a dividend of $0.65 per share. This represents a $2.60 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date of this dividend was Monday, June 22nd. Broadcom’s payout ratio is presently 43.33%.

Key Broadcom News Here are the key news stories impacting Broadcom this week:

Positive Sentiment: UBS said the recent momentum unwind in semiconductors may be nearing its end, which could allow investors to rebuild positions in names like Broadcom as forced selling eases. UBS sees Broadcom, Sandisk, Oracle stocks rebounding: here’s why Positive Sentiment: Analysts highlighted Broadcom’s VMware Cloud Foundation momentum, saying the software platform is becoming a larger growth engine as enterprises move private clouds and AI workloads to virtualized environments. VCF is Becoming Broadcom’s Growth Engine: More Upside Ahead? Positive Sentiment: Broadcom benefited from a broader semiconductor rebound, with chip stocks rising as investors bought the dip after the recent selloff and AI-related volatility. 5 Things to Know Before the Stock Market Opens on Tuesday Positive Sentiment: Morgan Stanley continued to frame Broadcom as one of the more attractive AI infrastructure names, citing strong cash generation and favorable risk-reward after the sector pullback. Broadcom stock gains 2% today: here’s why Neutral Sentiment: Broadcom also got a boost from a new Standard Chartered deal to power banking cloud modernization across 54 markets, reinforcing the value of its VMware-based infrastructure software. Broadcom (AVGO) Lands Standard Chartered Deal To Power Banking Cloud In 54 Markets Negative Sentiment: Sentiment remains somewhat pressured by an ITC investigation tied to Netlist’s patent complaint, which pulled Broadcom into broader regulatory noise around Samsung memory products and customers. Is Broadcom (AVGO) Still Undervalued As Netlist Patent Claims Test Sentiment? Negative Sentiment: Some headlines also noted that an AI-focused trading model sold Broadcom after its expected return profile weakened, reflecting lingering caution after the recent tech selloff. Claude AI Sells Broadcom (AVGO) Stock Broadcom Profile (Free Report)

Broadcom Inc (NASDAQ: AVGO) is a global technology company that designs, develops and supplies semiconductor and infrastructure software solutions for a broad range of markets. The company’s semiconductor business provides components and systems for wired and wireless communications, enterprise and cloud storage, networking and broadband access, serving original equipment manufacturers, cloud service providers, telecommunications carriers and industrial customers worldwide. Broadcom is headquartered in Irvine, California, and operates globally with research, development and sales organizations across North America, Europe and Asia.

On the semiconductor side, Broadcom’s portfolio includes system-on-chip (SoC) and application-specific integrated circuit (ASIC) solutions, radio-frequency and connectivity components, Ethernet switching and PHY devices, storage adapters and controllers, optical transceivers and other networking silicon.

Further Reading Five stocks we like better than Broadcom Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding AVGO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Broadcom Inc. (NASDAQ:AVGO – Free Report).

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« PREVIOUS HEADLINECalifornia Public Employees Retirement System Sells 31,661 Shares of Bunge Global SA $BG

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Posted by Defense World Staff on Jul 22nd, 2026

California Public Employees Retirement System lowered its stake in Bunge Global SA (NYSE:BG – Free Report) by 11.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 254,052 shares of the basic materials company’s stock after selling 31,661 shares during the period. California Public Employees Retirement System owned approximately 0.13% of Bunge Global worth $32,315,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the stock. Assetmark Inc. increased its stake in Bunge Global by 9.0% in the 1st quarter. Assetmark Inc. now owns 28,112 shares of the basic materials company’s stock worth $3,576,000 after purchasing an additional 2,319 shares during the period. Gould Asset Management LLC CA boosted its stake in shares of Bunge Global by 2.3% during the first quarter. Gould Asset Management LLC CA now owns 4,379 shares of the basic materials company’s stock valued at $557,000 after purchasing an additional 99 shares during the period. Bessemer Group Inc. grew its holdings in shares of Bunge Global by 45.8% in the first quarter. Bessemer Group Inc. now owns 2,550 shares of the basic materials company’s stock worth $324,000 after purchasing an additional 801 shares during the last quarter. Prosperity Consulting Group LLC increased its stake in shares of Bunge Global by 63.5% in the first quarter. Prosperity Consulting Group LLC now owns 5,978 shares of the basic materials company’s stock worth $760,000 after buying an additional 2,321 shares during the period. Finally, Wealthfront Advisers LLC increased its stake in shares of Bunge Global by 22.0% in the first quarter. Wealthfront Advisers LLC now owns 3,780 shares of the basic materials company’s stock worth $481,000 after buying an additional 682 shares during the period. 86.23% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades Several equities research analysts have weighed in on BG shares. JPMorgan Chase & Co. increased their price target on shares of Bunge Global from $130.00 to $134.00 and gave the company an “overweight” rating in a research report on Tuesday, March 24th. Weiss Ratings reiterated a “hold (c)” rating on shares of Bunge Global in a report on Friday, May 22nd. Zacks Research cut Bunge Global from a “strong-buy” rating to a “hold” rating in a research note on Monday, June 29th. BMO Capital Markets increased their price objective on Bunge Global from $135.00 to $150.00 and gave the stock an “outperform” rating in a report on Tuesday, March 31st. Finally, Barclays boosted their target price on Bunge Global from $145.00 to $150.00 and gave the company an “overweight” rating in a research note on Thursday, April 30th. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Bunge Global currently has a consensus rating of “Moderate Buy” and a consensus target price of $132.67.

Check Out Our Latest Research Report on BG

Bunge Global Price Performance Shares of NYSE BG opened at $121.48 on Wednesday. Bunge Global SA has a 1 year low of $74.35 and a 1 year high of $134.87. The company has a debt-to-equity ratio of 0.57, a current ratio of 1.60 and a quick ratio of 0.69. The company’s 50-day moving average is $118.57 and its 200 day moving average is $118.58. The stock has a market capitalization of $23.57 billion, a P/E ratio of 28.32 and a beta of 0.65.

Bunge Global (NYSE:BG – Get Free Report) last issued its quarterly earnings data on Wednesday, April 29th. The basic materials company reported $1.83 EPS for the quarter, topping the consensus estimate of $0.97 by $0.86. The business had revenue of $21.86 billion during the quarter, compared to analyst estimates of $23.38 billion. Bunge Global had a net margin of 0.85% and a return on equity of 8.60%. Bunge Global’s quarterly revenue was up 87.8% compared to the same quarter last year. During the same period last year, the business posted $1.81 earnings per share. Bunge Global has set its FY 2026 guidance at 9.000-9.500 EPS. On average, sell-side analysts expect that Bunge Global SA will post 9.74 earnings per share for the current year.

Bunge Global Profile (Free Report)

Bunge Global is a leading agribusiness and food company that processes oilseeds and grains, produces sugar and bioenergy, and supplies fertilizers and other agricultural inputs. The company operates an integrated value chain that spans origination, processing, and distribution, enabling it to serve food processors, livestock producers, and retail customers worldwide. Through its network of processing plants, port terminals and logistics assets, Bunge handles a diverse portfolio of commodities, including soybeans, corn, wheat, vegetable oils, and sugarcane.

The company’s core business activities are organized into agribusiness and food & ingredients segments.

Featured Articles Five stocks we like better than Bunge Global Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding BG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Bunge Global SA (NYSE:BG – Free Report).

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By Reuters

July 22, 20268:39 AM UTCUpdated 25 mins ago

A general view of the main entrance of Prologis logistics complex which Amazon.com Inc is planning to rent in Cajamar, Brazil February 2, 2018. REUTERS/Gabriela Mello/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 22 (Reuters) - Segro's (SGRO.L), opens new tab shareholder ​CCLA Investment ‌Management on Wednesday ​urged ​the British warehouse ⁠landlord to ​engage ​with Prologis (PLD.N), opens new tab over its £13.5 billion ($18.06 ​billion) ​proposal, hours before ‌the ⁠formal deadline for an ​offer.

($1 = ​0.7476 ⁠pounds)

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Reporting by ​Prerna ​Bedi ⁠and Nithyashree R ⁠B ​in ​Bengaluru; Editing by ​Subhranshu Sahu

Our Standards: The Thomson Reuters Trust Principles., opens new tab

Posted by Defense World Staff on Jul 22nd, 2026

Andra AP fonden lowered its position in Accenture PLC (NYSE:ACN – Free Report) by 53.9% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 63,026 shares of the information technology services provider’s stock after selling 73,582 shares during the quarter. Andra AP fonden’s holdings in Accenture were worth $12,497,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of ACN. Triumph Capital Management bought a new position in shares of Accenture in the 3rd quarter worth $26,000. Laurel Wealth Advisors LLC acquired a new position in shares of Accenture during the fourth quarter worth $27,000. McMillan Office Inc. purchased a new stake in shares of Accenture during the 4th quarter valued at $27,000. University of Texas Texas AM Investment Management Co. acquired a new stake in shares of Accenture in the 4th quarter worth $27,000. Finally, Private Wealth Management Group LLC grew its stake in Accenture by 96.4% during the 4th quarter. Private Wealth Management Group LLC now owns 108 shares of the information technology services provider’s stock worth $29,000 after buying an additional 53 shares during the last quarter. 75.14% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In Several equities research analysts have weighed in on the company. JPMorgan Chase & Co. lowered their price target on Accenture from $247.00 to $201.00 and set an “overweight” rating for the company in a report on Monday, June 8th. Oppenheimer set a $201.00 target price on shares of Accenture in a research note on Monday, June 8th. BMO Capital Markets reissued a “market perform” rating and set a $150.00 target price on shares of Accenture in a research report on Friday, June 19th. Berenberg Bank cut their price target on shares of Accenture from $273.00 to $220.00 and set a “buy” rating on the stock in a research note on Wednesday, June 17th. Finally, HSBC lowered their price objective on shares of Accenture from $220.00 to $210.00 and set a “hold” rating for the company in a research note on Tuesday, April 14th. Twelve analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $192.96.

View Our Latest Research Report on Accenture

Accenture Price Performance Shares of ACN opened at $141.11 on Wednesday. The business’s 50-day moving average is $155.25 and its two-hundred day moving average is $197.08. The company has a market capitalization of $94.23 billion, a P/E ratio of 11.27, a P/E/G ratio of 1.50 and a beta of 1.13. Accenture PLC has a fifty-two week low of $118.15 and a fifty-two week high of $291.09. The company has a debt-to-equity ratio of 0.15, a quick ratio of 1.34 and a current ratio of 1.34.

Accenture (NYSE:ACN – Get Free Report) last issued its quarterly earnings data on Thursday, June 18th. The information technology services provider reported $3.80 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.70 by $0.10. Accenture had a return on equity of 26.47% and a net margin of 10.66%.The business had revenue of $18.72 billion during the quarter, compared to analysts’ expectations of $18.78 billion. During the same quarter in the previous year, the firm posted $3.49 EPS. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. Accenture has set its FY 2026 guidance at 13.780-13.900 EPS. Research analysts predict that Accenture PLC will post 13.85 earnings per share for the current year.

Accenture Dividend Announcement The company also recently announced a quarterly dividend, which will be paid on Friday, August 14th. Stockholders of record on Thursday, July 9th will be paid a dividend of $1.63 per share. This represents a $6.52 annualized dividend and a dividend yield of 4.6%. The ex-dividend date of this dividend is Thursday, July 9th. Accenture’s dividend payout ratio is presently 52.08%.

Accenture announced that its board has initiated a share repurchase plan on Tuesday, June 23rd that authorizes the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization authorizes the information technology services provider to buy up to 2.4% of its shares through open market purchases. Shares repurchase plans are generally a sign that the company’s board believes its shares are undervalued.

Insider Activity at Accenture In related news, CEO Atsushi Egawa sold 4,872 shares of the company’s stock in a transaction dated Thursday, April 30th. The stock was sold at an average price of $177.14, for a total value of $863,026.08. Following the completion of the transaction, the chief executive officer owned 12,802 shares of the company’s stock, valued at approximately $2,267,746.28. This represents a 27.57% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.02% of the stock is owned by company insiders.

Accenture Profile (Free Report)

Accenture is a global professional services company that provides a broad range of services and solutions in strategy, consulting, digital, technology and operations. The firm works with organizations across industries to design and implement business transformation programs, deploy and manage enterprise technology, optimize operations, and develop customer and digital experiences. Its offerings encompass management and technology consulting, systems integration, application and infrastructure services, cloud migration and managed services, as well as security and analytics capabilities.

The company delivers industry- and function-specific solutions, combining consulting expertise with proprietary tools, platforms and partnerships with major technology vendors.

Featured Articles Five stocks we like better than Accenture Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding ACN? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Accenture PLC (NYSE:ACN – Free Report).

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Posted by Defense World Staff on Jul 22nd, 2026

Acumen Wealth Advisors LLC grew its holdings in Freeport-McMoRan Inc. (NYSE:FCX – Free Report) by 990.3% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,347 shares of the natural resource company’s stock after purchasing an additional 9,398 shares during the quarter. Acumen Wealth Advisors LLC’s holdings in Freeport-McMoRan were worth $608,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Pinnacle Bancorp Inc. raised its stake in Freeport-McMoRan by 7.9% in the 1st quarter. Pinnacle Bancorp Inc. now owns 2,011 shares of the natural resource company’s stock valued at $118,000 after purchasing an additional 147 shares during the last quarter. Steph & Co. increased its position in Freeport-McMoRan by 43.7% during the first quarter. Steph & Co. now owns 493 shares of the natural resource company’s stock worth $29,000 after purchasing an additional 150 shares during the last quarter. Essex Bank increased its position in Freeport-McMoRan by 1.2% during the first quarter. Essex Bank now owns 14,104 shares of the natural resource company’s stock worth $829,000 after purchasing an additional 163 shares during the last quarter. Leo Wealth LLC raised its stake in Freeport-McMoRan by 2.5% during the fourth quarter. Leo Wealth LLC now owns 6,838 shares of the natural resource company’s stock worth $347,000 after purchasing an additional 170 shares during the period. Finally, Klein Pavlis & Peasley Financial Inc. raised its stake in Freeport-McMoRan by 0.9% during the first quarter. Klein Pavlis & Peasley Financial Inc. now owns 18,674 shares of the natural resource company’s stock worth $1,098,000 after purchasing an additional 175 shares during the period. Hedge funds and other institutional investors own 80.77% of the company’s stock.

Freeport-McMoRan Stock Performance Shares of FCX opened at $62.57 on Wednesday. The firm has a market cap of $89.94 billion, a price-to-earnings ratio of 33.28, a PEG ratio of 0.59 and a beta of 1.37. The company has a quick ratio of 1.13, a current ratio of 2.39 and a debt-to-equity ratio of 0.28. Freeport-McMoRan Inc. has a 52-week low of $35.15 and a 52-week high of $72.28. The business’s 50 day moving average is $63.69 and its two-hundred day moving average is $62.15.

Freeport-McMoRan (NYSE:FCX – Get Free Report) last issued its earnings results on Thursday, April 23rd. The natural resource company reported $0.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.47 by $0.10. Freeport-McMoRan had a net margin of 10.34% and a return on equity of 9.88%. The business had revenue of $6.23 billion for the quarter, compared to analyst estimates of $5.73 billion. During the same quarter in the prior year, the business posted $0.24 EPS. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. Analysts forecast that Freeport-McMoRan Inc. will post 2.68 EPS for the current fiscal year.

Freeport-McMoRan Announces Dividend The firm also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Wednesday, July 15th will be issued a dividend of $0.075 per share. This represents a $0.30 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Wednesday, July 15th. Freeport-McMoRan’s dividend payout ratio is 15.96%.

Freeport-McMoRan News Summary Here are the key news stories impacting Freeport-McMoRan this week:

Positive Sentiment: Stifel Nicolaus raised its price target on Freeport-McMoRan from $76 to $80 and kept a buy rating, signaling confidence in further upside for FCX. Article Link Positive Sentiment: Analysts have increased their earnings forecast for FCX’s upcoming quarter to about $0.60 per share, suggesting stronger profitability even though revenue is expected to decline year over year due to cost discipline and operational efficiency. Article Link Positive Sentiment: Multiple earnings-preview and sector pieces highlighted FCX as a miner with potential to beat Q2 estimates, helped by stronger commodity prices. Article Link Positive Sentiment: Coverage around the global AI data center buildout continues to support the long-term copper demand story, with FCX positioned as a key beneficiary if AI infrastructure spending keeps accelerating. Article Link Neutral Sentiment: Recent articles also discussed FCX’s “copper turning point” and its attention in the copper market, but these were more thematic than immediately actionable for the stock. Article Link Wall Street Analyst Weigh In Several analysts have recently issued reports on the stock. BMO Capital Markets boosted their price objective on shares of Freeport-McMoRan from $68.00 to $78.00 and gave the company an “outperform” rating in a research note on Tuesday, June 23rd. Jefferies Financial Group raised their price target on shares of Freeport-McMoRan from $75.00 to $85.00 and gave the company a “buy” rating in a report on Monday, June 8th. Scotiabank boosted their price objective on shares of Freeport-McMoRan from $67.00 to $77.00 and gave the stock a “sector outperform” rating in a research note on Monday, June 15th. The Goldman Sachs Group decreased their target price on Freeport-McMoRan from $75.00 to $74.00 and set a “buy” rating for the company in a research report on Wednesday, July 8th. Finally, Sanford C. Bernstein upped their price target on Freeport-McMoRan from $53.50 to $58.50 and gave the stock a “market perform” rating in a report on Wednesday, June 10th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $68.95.

Check Out Our Latest Stock Report on FCX

Freeport-McMoRan Company Profile (Free Report)

Freeport-McMoRan Inc is a U.S.-based natural resources company primarily engaged in the exploration, mining and processing of copper, gold and molybdenum. Its operations encompass large-scale open-pit and underground mining as well as associated concentrator and milling facilities. The company produces copper in the form of concentrates and cathodes, and also recovers gold and molybdenum as co-products; its business model includes exploration, development, mining, beneficiation and the sale of bulk commodities to smelters and industrial customers.

Freeport-McMoRan conducts operations and development activities across multiple geographies, with substantial assets in the Americas and Indonesia.

Further Reading Five stocks we like better than Freeport-McMoRan Confidence Is Back, But Earnings Show the Consumer Is Being Picky AeroVironment’s Stock Is Down, But Drone Demand Is Taking Off 3M’s Redemption Arc: Can Q2 Earnings Change the Narrative? 3 Photonics Companies Making Quantum Tech Possible Want to see what other hedge funds are holding FCX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Freeport-McMoRan Inc. (NYSE:FCX – Free Report).

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Binance, one of the largest cryptocurrency exchanges, has attracted attention with its high volume of Bitcoin (BTC) withdrawals in the last 24 hours. According to an analysis published by the on-chain analytics company Ruga Research, a total of 9,030 BTC, worth approximately $589 million, was withdrawn from Binance in the last day. This figure marks the largest daily Bitcoin outflow from the exchange in the last five months.

Analysts note that large Bitcoin withdrawals from centralized exchanges often indicate that investors are moving their assets to personal wallets for long-term storage. While this could be a positive signal that short-term selling pressure may lessen, it is not considered sufficient on its own to determine the market’s direction.

Ruga Research focused not only on stock market outflows but also on Bitcoin’s technical outlook. According to the company’s analysis, Bitcoin’s 30-day momentum indicator has recovered significantly recently. Previously at -21%, the indicator has risen back to 0%. The research firm noted that similar recoveries have led to upward price movements several times in the past year.

The report specifically highlighted the noteworthy timing of the recent major Bitcoin sell-off. According to Ruga Research, while similar-sized sell-offs in the past have mostly followed sharp price increases, the fact that this time the sell-off occurred during a period when price momentum was beginning to strengthen again may indicate a different dynamic in the market.

Experts say that investors should not evaluate such on-chain data in isolation, and that analyzing it in conjunction with macroeconomic developments, ETF fund flows, and institutional investor behavior will yield healthier results.

However, large-scale Bitcoin withdrawals have historically been known to contribute to a decrease in supply from exchanges, which in the long run has had a supportive effect on the price.

While analysts say it’s too early to interpret the latest data as a definitive bullish signal, they note that the high-volume rallies accompanying the recovery in momentum are an important indicator that market participants should closely monitor in the coming period.

*This is not investment advice.

Follow our Telegram and Twitter account now for exclusive news, analytics and on-chain data!

Oil rises towards a 6-week high as Middle East tensions escalate Oil prices are extending gains towards a six-week high amid fears of further supply disruption after the U.S. and Iran exchanged fire for an 11th consecutive night. Meanwhile, oil tankers made U-turns in the Red Sea following warnings of disruption from Iran-backed Houthi forces.

The continued exchange of strikes between the U.S. and Iran has heightened concerns over further disruption to energy supplies. Despite talk of mediation earlier in the week, hostilities appear to be escalating rather than easing.

Adding to those concerns, the Iran-backed Houthis have opened a new front by threatening to target vessels carrying Saudi crude through the Bab el-Mandeb Strait. They have also announced a naval blockade of Saudi Arabia.

The Bab el-Mandeb has become an increasingly important route for Saudi crude exports as traffic through the Strait of Hormuz has declined sharply since the U.S.-Iran ceasefire collapsed. Three Saudi oil tankers reportedly made U-turns in the Red Sea yesterday.

Should the Bab el-Mandeb Strait also become inaccessible, tankers would be forced to reroute via the Suez Canal, adding both time and cost to shipments to Asia.

Oil forecast – technical analysis

Oil broke above the symmetrical triangle pattern before running into resistance around $87. The price continues to trade above the 50-day and 200-day EMAs, as well as the rising trendline support. Combined with the RSI holding above 50, this keeps the near-term outlook constructive.

Buyers will look to break above $88, the 50% Fibonacci retracement of the $55–$120 move. A rise above here brings $95, the 38.2% Fibonacci retracement, into focus, ahead of the $100 psychological level.

Initial support can be seen at $84.50, ahead of the rising trendline, the 50-day EMA at $81.85, and $80, the 61.8% Fibonacci retracement.

Below there, support is seen around $78, where the 200-day EMA sits. A break below this level could see sellers gain traction towards $70.67, the July low.

USD/JPY on intervention watch above 163 USD/JPY has climbed to a fresh 40-year high above 163 as rising oil prices and higher U.S. Treasury yields continue to support the dollar, leaving investors increasingly nervous about the risk of Japanese intervention.

The dollar is finding support from safe-haven demand as the conflict in the Middle East continues.

At the same time, rising oil prices are adding to inflation concerns, helping push the benchmark 10-year Treasury yield to its highest level since May earlier this week.

However, the Japanese yen is failing to benefit from safe-haven demand given Japan's reliance on imported energy, making it particularly vulnerable when oil prices rise.

With the yen at its weakest level since 1986, markets remain on intervention watch after Japanese authorities stepped in during both April and May once USD/JPY moved above 160.

Previous intervention only slowed the move temporarily, with the underlying uptrend quickly reasserting itself.

With USD/JPY now trading above 163, the risk of another intervention is rising. However, while intervention can slow momentum, it rarely changes the broader trend unless it is backed by a more hawkish Bank of Japan and a less hawkish Federal Reserve.

For now, the wide interest rate differential continues to favour the dollar, making yen rallies attractive selling opportunities.

While the U.S. economic calendar is relatively quiet this week, attention will be on Friday's PMI data. In Japan, focus will turn to inflation figures released early Friday morning.

USD/JPY forecast – technical analysis

USD/JPY continues to extend its bullish run, trading above its rising trendline and both the 50-day and 200-day EMAs after climbing to 163.25.

However, momentum is beginning to slow, and the bearish RSI divergence suggests buyers should be a little more cautious.

Even so, buyers will look to extend gains towards 164.00, the next key psychological level.

On the downside, initial support can be be seen around 162.50. A break below here brings the 50-day SMA around 161.00 into focus before attention turns to the 160.00 support zone.

22.7.2026 10:41, BAAGECBA

Moneta Money Bank v pátek v 7:00 představí výsledky za 2Q 2026, od 10:00 bude následovat konferenční hovor s managementem.

Projekce hospodaření Moneta Money Bank za 2Q 2026 v mil. Kč Projekce Fio Konsensus trhu 2Q 2025 Čisté úrokové výnosy 2 595 2 587 2 421 Čisté poplatky a provize 867 863 818 Ostatní provozní výnosy 170 175 173 Provozní výnosy 3 632 3 625 3 412 Provozní náklady (1 380) (1 387) (1 375) Provozní zisk 2 253 2 238 2 037 Náklady na riziko (164) (209) (117) Čistý zisk 1 765 1 718 1 628 Očekáváme, že meziročně dojde k 7% nárůstu čistých úrokových výnosů díky vyššímu objemu úvěrového portfolia.

Čisté poplatky a provize by měly meziročně vzrůst o 6 %, zatímco ostatní provozní výnosy by měly zůstat na podobné úrovni. Celkově by dle naší projekce měly provozní výnosy dosáhnou výše 3 632 mil. Kč, meziročně + 6 %.

Provozní náklady by měly meziročně zůstat na stejné úrovni.

Celkově tak očekáváme, že Moneta na provozní úrovni vykáže meziroční nárůst zisku o 11 % na 2 253 mil. Kč.

Náklady na riziko by dle naší projekce měly dosáhnout výše 164 mil. Kč.

Na úrovni čistého zisku tak očekáváme, že Moneta za 2Q 2026 vykáže nárůst o 8 % na 1 765 mil. Kč.

Akcie Moneta Money Bank (BAAGECBA) se obchodují na pražské burze za 188,30 Kč a na RM-SYSTÉMu za 189 Kč.

Zdroj: Moneta Money Bank

Karel Nedvěd, Fio banka, a.s.

The kiwi has strengthened meaningfully against most peers this month. However, against the US dollar specifically, NZD/USD remains well below its 2026 highs, trading in the mid-0.58 area versus January’s peak near 0.6075.

New Zealand’s Q2 inflation data, released this week, blew past expectations: annual CPI accelerated to 4.1%, above both forecasts and the RBNZ’s own 3.9% projection, reinforcing the case for further tightening after the central bank’s surprise hike to 2.50% earlier in July—its first in over three years.

The dollar side of the equation remains the real wildcard. June’s payrolls report badly missed expectations, coming in at just 57,000, with prior months revised sharply lower, undercutting the Fed’s near-term tightening case despite still-sticky core inflation near 2.9%. Markets currently assign roughly even odds to a September hike, leaving NZD/USD’s next move hostage to next week’s Fed decision and any further escalation in Middle East tensions.

NZD/USD Technical Analysis

As the 4-hour chart shows, NZD/USD has arrived at a genuinely pivotal zone around 0.5850, a level that has repeatedly flipped between support and resistance throughout the year. Currently acting as resistance, this area has become the focal point of a tug-of-war that has now played out for several sessions.

Bullish Scenario After bouncing from the medium-term support at 0.5600–0.5650, price staged a decisive recovery, breaking above the 200-period EMA and successfully retesting it as new support, all while forming a clear pattern of higher highs and higher lows. This strength has been reinforced by supportive central bank rhetoric and macro data favoring the kiwi. A confirmed break above 0.5850, coinciding with the 0.618 Fibonacci retracement of the late-June decline, would open the path toward the next resistance and psychological level at 0.6000.

Bearish Scenario A rejection at this critical zone, however, would hand momentum back to sellers, sending price first toward a retest of the 200-period EMA near 0.5781. A break below that level would expose the well-defended 0.5600 support once again.

With the Fed decision looming and price sitting at such a decisive technical juncture, NZD/USD looks set for a significant move next week. Can the kiwi withstand the coming dollar volatility?

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22.7.2026 10:33

Ropa +3,4 % na 87,21 USD za barel.
Zemní plyn +0,28 % na 2,873 USD za mbtu.

Zlato +1,09 % na 4120,8 USD za unci.
Stříbro +0,97 % na 59,68 USD za unci.
Měď -0,4 % na 6,5265 USD za libru.

Kukuřice +0,58 % na 4,78 USD za bušl.
Pšenice +0,7 % na 6,8275 USD za bušl.

Michal Bárta
Fio banka, a.s.
Prohlášení

In this article

SMCI

NVDA

Data cables plugged into server racks on the Supermicro pavilion at MWC Barcelona 2026 in Barcelona, Spain, on Tuesday, March 3, 2026. (Angel Garcia/Bloomberg)

Shares of Super Micro surged more than 20% in after-hours trading Tuesday after the artificial intelligence server firm said that its gross margins for the quarter ending in June will be in the range of 15% to 17%—double the 8.2% to 8.4% from its prior guidance.

Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- (PRNewswire) Ademi LLP is investigating Finward (Nasdaq: FNWD) for possible breaches of fiduciary duty and other violations of law in its recently announced transaction with First Financial Bancorp.

Click here  to learn how to join our investigation and obtain additional information or contact us at [email protected] or toll-free: 866-264-3995.  There is no cost or obligation to you.

Finward shareholders will receive 1.35 shares of First Financial common stock, based on First Financial's closing stock price on July 20, 2026, in an all-stock transaction valued at approximately $208 million. Finward insiders will receive substantial benefits as part of change of control arrangements.

The transaction agreement unreasonably limits competing transactions for Finward by imposing a significant penalty if Finward accepts a competing bid. We are investigating the conduct of the Finward board of directors, and whether they are fulfilling their fiduciary duties to all shareholders.

We specialize in shareholder litigation involving buyouts, mergers, and individual shareholder rights. For more information, please feel free to call us. Attorney advertising. Prior results do not guarantee similar outcomes.

Contacts

Ademi LLP                                                     
Guri Ademi
Toll Free: (866) 264-3995
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SOURCE Ademi LLP

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22.7.2026 10:10, BAAKOMB

Analytik Maciej Marcinowski ze společnosti Trigon Dom Maklerski přistoupil ke snížení cílové ceny pro akcie Komerční banky z původních 1 190 Kč na 1 070 Kč. Investiční doporučení ponechal na stupni „Hold“.

Akcie Komerční banky Akcie Komerční banky (BAAKOMB) dnes na pražské burze posilují o 0,20 % na 996 Kč, na RM-SYSTÉMu pak stagnují na 995 Kč.

Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

22.7.2026 10:11, BAAERBAG

Analytik Maciej Marcinowski ze společnosti Trigon Dom Maklerski přistoupil ke zvýšení cílové ceny pro akcie Erste Group Bank na 124,20 EUR (3 005,1 Kč) oproti dřívějším 113,50 EUR (2 746,2 Kč) při stálém investičním doporučení na úrovni „Hold“.

Akcie Erste Akcie Erste (BAAERBAG) dnes na pražské burze rostou o 1,33 % na 2 813 Kč, na RM-SYSTÉMu přidávají 1,73 % na 2 828 Kč.

Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení

22.7.2026 10:13, BAACEZ

Analytik Michal Kozak ze společnosti Trigon Dom Maklerski přistoupil ke zvýšení cílové ceny pro akcie ČEZ na 1 308,9 Kč z dřívějších 1 232 Kč. Investiční doporučení potvrdil na stupni „Hold“.

Akcie ČEZ Akcie ČEZ (BAACEZ) dnes na pražské burze posilují o 0,15 % na 1 329 Kč, na RM-SYSTÉMu pak rostou o 0,23 % na 1 328 Kč.

Zdroj: Bloomberg

Michal Bárta
Fio banka, a.s.
Prohlášení