If you purchased shares of Micron Technology (MU 6.36%) and Sandisk (SNDK 7.99%) stock at the beginning of the year, you look like an absolute genius right now. The stocks have performed remarkably well, with Micron rising 325%, and Sandisk delivering nearly 900% gains. Most investors see those returns over decades, not months.
But there's a growing question investors must answer: Is there room for more, and if there is, which stock is the better one to buy? Let's take a look at these two and see if the roller-coaster ride is peaking or just getting started.
Image source: Getty Images.
The AI build-out is driving massive growth for these two Both Micron and Sandisk are memory chip makers. Micron operates on both sides of the market, producing both DRAM and NAND memory, while Sandisk is solely on the NAND side.
NAND memory is non-volatile and can hold information even if it loses power, making it great for long-term data storage. It's utilized in devices like solid-state drives (SSDs), and those are in high demand as data centers are built out across the nation.
DRAM memory is tailored for high-speed, rapid recall purposes and gets deployed alongside powerful computing chips. So, whenever you hear about how many more chips are being sold by companies like Advanced Micro Devices or Nvidia, you can immediately assume that Micron is benefiting as well.
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Demand for memory chips has reached unprecedented levels, spurred on by the AI build-out. However, it's unlikely demand will subside anytime soon, as multiple projections indicate that 2026's elevated spending on data is just the start. In fact, Nvidia believes that global data center capital expenditures will rise to $3 trillion to $4 trillion annually by 2030.
That bodes well for the futures of Micron and Sandisk, and even if they can increase production capacity, it doesn't mean that it will be enough to meet demand. As a result, I don't think Micron and Sandisk are in a bubble, and their valuations back that up.
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Sandisk and Micron are each strong picks Both Micron and Sandisk operate on odd fiscal years. Sandisk's ends in June, while Micron's ends in August. As a result, I think looking at next year's fiscal year (FY) projections is a smart idea. Wall Street believes that Micron's growth will be 78% next year, while Sandisk's will total 122%. There's clearly more growth ahead for these two, yet their stocks aren't priced at a premium level.
MU PE Ratio (Forward 1y) data by YCharts
With Micron trading at 8 times forward earnings and Sandisk at 13, there is still plenty of room for upside, as most tech companies trade in the mid-20s forward price-to-earnings ratio. If both of these two can rise to that level over the next year, then Sandisk stock has the potential to double, and Micron can triple. That's explosive returns that any investor would love to see, and even though it's not the same as the growth each stock has delivered so far in 2026, it's still a great return to achieve in just a year.
As a result, I think each of them is a smart buy, but which one takes the cake? Although the upside may be higher for Micron if the above prediction comes true, I'm more of a fan of Sandisk stock because it's only focused on one segment of the memory chip market and is doing quite well in it. Micron has more to worry about, which still doesn't make it a bad investment, but opens it up to more execution errors if it stumbles in one area.
The memory chip crunch is far from over, and investors can still take advantage of these two stocks.
SummaryBlackBerry has emerged as a significant market winner in 2026, with shares more than tripling.Recent Q1 results signaled a positive inflection, with revenue growth and GAAP profits finally materializing after prolonged struggles.The surge in shares has put the valuation at a level that matches tech names that are usually growing their top lines much faster. Thomas Barwick/DigitalVision via Getty Images
One of the market's biggest winners over the past year has been BlackBerry (BB). The Canadian technology company had struggled for years to get its top line growing, but the situation has finally started
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Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Investors are always reminded that before making any investment, you should do your own proper due diligence on any name directly or indirectly mentioned in this article. Investors should also consider seeking advice from a broker or financial adviser before making any investment decisions. Any material in this article should be considered general information, and not relied on as a formal investment recommendation.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Key Takeaways Medicare's GLP-1 Bridge program expands access to weight-loss drugs for eligible U.S. seniors.NVO and LLY could benefit as millions of Medicare beneficiaries become eligible for GLP-1 therapies.ETFs like OZEM offer diversified exposure to companies tied to the expanding weight-loss market. In a landmark move beginning July 1, 2026, Medicare, under its "GLP-1 Bridge" demonstration program, is set to provide eligible U.S. seniors with access to popular weight-loss medications like Wegovy, Zepbound, and Foundayo for a copay of just $50 per month. This historic decision, which sidesteps a decades-old federal law banning Medicare coverage for weight-loss drugs, is set to unlock millions of new patients for major obesity drugmakers like Novo Nordisk (NVO - Free Report) and Eli Lilly (LLY - Free Report) .
For investors, this development signals a significant catalyst for the booming weight-loss drug market. While the rally in GLP-1 giants has already been substantial, the latest Medicare coverage expansion has added a new, powerful growth driver.
For those looking to capitalize on this trend without betting on a single company, specialized Exchange-Traded Funds (ETFs) focused on GLP-1 drugs offer a compelling way to gain diversified exposure to the industry-wide rally.
To understand why these ETFs are poised to benefit, one must first grasp the scale of the obesity drug market's expansion and its growth opportunities in the United States, in addition to the specific impact of this new coverage.
The Booming U.S. Obesity Drug MarketThe U.S. weight-loss drug market has experienced explosive growth, driven by a combination of medical innovation and soaring patient demand. According to CDC data, every single U.S. state and territory maintains an obesity prevalence of 25% or higher, with the condition affecting 40% of all U.S. adults. This widespread public health crisis results in nearly $173 billion in annual healthcare expenditures, putting weight-loss drugs, commonly known as GLP-1s, at center stage.
This growth is further fueled by aggressive pipeline expansion from the industry's two dominant players. Eli Lilly recently strengthened its position with the launch of its oral GLP-1, Foundayo, in early April 2026, joining its blockbuster injection Zepbound. Novo Nordisk rolled out an oral version of its flagship Wegovy in January 2026, giving patients a convenient, non-injectable alternative.
Medicare Coverage Unlocks New Growth OpportunitiesObesity among older Americans has risen sharply, nearly doubling over the last few decades to affect roughly 40% of seniors aged 65 and older. The Medicare GLP-1 Bridge program addresses this previously untapped pool by making therapeutics affordable for a massive segment of the 69 million Medicare beneficiaries.
The financial implications are staggering. A Kaiser Family Foundation (KFF) analysis estimates that 3.8 million beneficiaries immediately meet the clinical criteria for the program. KFF projects that if even 10% to 25% of these eligible seniors participate, the program will inject between $1.3 billion and $3.3 billion directly into the market. If adoption reaches 50%, that revenue pipeline balloons up to $10 billion.
Novo Nordisk and Eli Lilly estimate that 15 to 20 million older adults in Medicare could ultimately qualify for their weight loss medications (as cited in CNBC). So, the latest Medicare Coverage of GLP-1 drugs should translate into direct revenue growth for these two drug giants.
This highly visible profit margin may also force other pharma giants to accelerate their pipelines. Pfizer (PFE - Free Report) recently finalized a massive $10 billion acquisition of obesity biotech Metsera to secure long-acting GLP-1 assets, while Amgen (AMGN - Free Report) is aggressively advancing its own experimental weight-loss therapy candidate like maridebart cafraglutide.
Weight Loss ETFs to RallyTo seamlessly capture this expanding ecosystem of the weight loss market, the following specialized ETFs featuring the obesity drug giants are poised to rally in the coming days:
Roundhill GLP-1 & Weight Loss ETF (OZEM - Free Report)
This fund, with net assets worth $54 million, offers exposure to 25 companies that are involved in the manufacturing of weight loss drugs, including GLP-1 agonists. Its top three holdings include: NVO (with 12.96% weightage), LLY (12.69%) and PFE (6.38%). AMGN holds the 10th spot in this fund, with 3.85% weightage.
OZEM has surged 27.1% over the past year. The fund charges 59 basis points (bps) as fees.
Amplify Weight Loss Drug & Treatment ETF (THNR - Free Report)
This fund, with net assets worth $4.4 million, offers exposure to 20 companies that are expected to economically benefit from weight loss drug development. Its top three holdings include: NVO (9.76%), LLY (9.26%) and Scholar Rock (5.71%). AMGN holds the seventh spot in this fund, with 4.58% weightage.
THNR has risen 11.8% over the past year. The fund charges 59 bps as fees.
Tema Heart & Health ETF (HRTS - Free Report)
This fund, with net assets worth $54.6 million, offers exposure to 45 companies advancing prevention and treatment across chronic conditions, including heart disease, diabetes, and obesity. Its top three holdings include: LLY (11.86%), UnitedHealth (5.53%) and NVO (5.22%).
HRTS has rallied 26.5% over the past year. The fund charges 75 bps as fees.
AMGN stands out compared to Biogen given its broader product portfolio, pipeline depth and steadier growth outlook despite patent and competition risks.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Zillow Group, Inc. (“Zillow” or the “Company”) investors of the August 10, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The Zillow Group Class Action Lawsuit:
Do you, or did you, own shares of Zillow Group, Inc. (NASDAQ: ZG, Z)?Did you sell your shares between February 11, 2025 and May 7, 2026, inclusive?Did you lose money in your investment in Zillow Group, Inc.? Investors are encouraged to act promptly and submit a form at Zillow Group, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 10, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired Class A (NASDAQ: ZG) or Class C (NASDAQ: Z) common stock of Zillow between February 11, 2025 and May 7, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Zillow common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
In a year when tech stocks are rallying, MercadoLibre (MELI +1.46%) is a laggard. Latin America's leader in e-commerce, payments, logistics, and other fintech offerings is trading 16% lower in 2026. There are some good reasons for MercadoLibre's pullback in recent months. The headwinds are real. However, don't sleep on the tailwinds.
The Latin American bellwether is growing at an impressive pace, and some of the near-term challenges that are squeezing margins could prove temporary. Let's go over the bad, and the good, to see whether this is a dip worth buying or the start of more pain to come.
Image source: Getty Images.
First up, the headwinds There have been plenty of ups and downs for MercadoLibre's stock, and the latest downturn is the 17% drop it experienced over the six trading days following the company's disappointing first-quarter report. MercadoLibre turned in a strong quarter of top-line growth -- and we'll get to that shortly -- but it was a dud on the bottom line. MercadoLibre has fallen short of Wall Street's profit targets in three of its past four quarters.
Two things are weighing on MercadoLibre's profitability. The first is the cutthroat nature of Brazil's online retail market. Overseas competitors are willing to incur losses to establish a presence in a region that's still in its early stages of digital development. One popular lever to drive sales is to slash the minimum order size for free delivery, and MercadoLibre has had to do just that to remain the top dog on its home turf.
The other major factor weighing on MercadoLibre's bottom line is the popularity of its loan products. MercadoLibre's credit portfolio has jumped 87% over the past year. Beyond increasing MercadoLibre's overall risk profile, initiating loans entails an accounting hit for potential loss provisions.
The loss provisions and shrinking e-commerce margin in Brazil are leading analysts to whittle down their profit projections. In the past three months alone, Wall Street estimates have declined by 28% for this year and 25% for 2027.
Tailwinds, for the win You can't deny that MercadoLibre is a growth stock. Revenue soared 49% (or 46% on a foreign-exchange neutral basis) in the first quarter of this year. Its Mercado Pago payment platform processed $87.2 billion in transactions during the quarter, a 50% increase. Its flagship e-commerce business is serving 84.1 million active buyers, a 26% increase over the past year. The presence of hungry competition isn't eating into MercadoLibre's engagement, as gross merchandise volume spiked 42% for the quarter.
Despite the near-term drag on reported profitability, its net cash from operating activities doubled during the period. The pace of the initial loss provisions should slow over time, and with MercadoLibre's commitment to protecting its e-commerce stronghold with lower price minimums, it's just a matter of time before its rivals start to buckle.
MercadoLibre is currently trading at 42 times this year's earnings and less than 30 times next year's target earnings. These aren't cheap multiples, but the results are depressed given what should be temporary margin pressure. The risks are certainly there, but in MercadoLibre's 19 years of public trading, the company has typically rewarded taking a chance on its shares when there's a pullback. This dip feels like an opportunity for long-term investors.
Taiwan Semiconductor Manufacturing Company (TSM 3.52%) may be the forgotten giant behind names like Nvidia and Apple. This video explores why TSMC's manufacturing dominance, customer lock-in, and geopolitical importance could make it one of the most critical companies in the world, while also raising a risk investors can't afford to ignore.
Stock prices used were the market prices of June 18, 2026. The video was published on June 28, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
Published July 1, 2026 9:48am EDT | Updated July 1, 2026 10:14am EDT
Trump's comments follow TSMC's announcement of $100 billion in US investment last year President Donald Trump on Wednesday said that Taiwan is doubling the size of the chipmaking plants under construction in Arizona, adding that it could help the U.S. share of the chip market rise to 50% by the end of his term.
"We're creating more jobs, we have more people working today than have ever worked in the history of our country. It's great and that's before these places opened," Trump said before his departure from Joint Base Andrews.
The president said that new chip plants will be opening up over the next year and that chipmakers from Taiwan, such as the industry leader TSMC, are adding to their investments in the U.S.
"The biggest company in the world, actually, the chipmaker. But they're coming in, they're building in Arizona, and they just announced they're going to double the size. We could have 50% of the chip market by the time I leave office. You know what we have now? Nothing," Trump added.
US, TAIWAN COME TO $250B ‘AMERICA FIRST’ TARIFF DEAL OVER SEMICONDUCTORS
The Taiwan Semiconductor Manufacturing Company (TSMC) has committed about $165 billion to building out chipmaking capacity in the U.S. in recent years. (Rebecca Noble/Bloomberg via Getty Images)
FOX Business reached out to Taiwan Semiconductor Manufacturing Company (TSMC) for comment.
TSMC has previously announced large investments in building chipmaking facilities in the U.S., including an announcement of a series of investments that ultimately totaled $65 billion in 2024 as the U.S. CHIPS Act was signed into law that November. That investment covered three chip fabrication plants in Arizona.
Then in March 2025, TSMC announced another $100 billion investment to help build a self-sustaining supply chain for artificial intelligence (AI) chips in the U.S.
That $100 billion investment included three new fabrication plants in Phoenix that would focus on next-gen AI chips for computer processors and smartphones, plus two advanced packaging facilities in Arizona and a center for research and development on next-generation technologies.
TSMC said at the time that the project was the largest single foreign direct investment in U.S. history and would support 40,000 construction jobs over four years plus tens of thousands of high-paying jobs in chipmanufacturing and R&D.
This is a developing story. Please check back for updates.
WALTHAM, Mass.--(BUSINESS WIRE)--Thermo Fisher Scientific Inc. (NYSE: TMO), the world leader in serving science, announced that it will release its financial results for the second quarter 2026 before the market opens on Thursday, July 23, 2026, and will hold a conference call on the same day at 8:30 a.m. ET. During the call, the company will discuss its financial performance, as well as future expectations.
The call will be webcast live on the “Investors” section of our website, www.thermofisher.com. You can access the conference call by dialing (833) 461-5787 within the U.S. or +1 (585) 542-9983 outside the U.S. The access code is 835035800.
The earnings press release and related information can also be found in that section of our website, under the heading “Financials”. A replay of the call will be available under “News, Events & Presentations” through Wednesday, October 21, 2026.
About Thermo Fisher Scientific
Thermo Fisher Scientific Inc. is the world leader in serving science, with annual revenue over $45 billion. Our Mission is to enable our customers to make the world healthier, cleaner and safer. Whether our customers are accelerating life sciences research, solving complex analytical challenges, increasing productivity in their laboratories, improving patient health through diagnostics or the development and manufacture of life-changing therapies, we are here to support them. Our global team delivers an unrivaled combination of innovative technologies, purchasing convenience and pharmaceutical services through our industry-leading brands, including Thermo Scientific, Applied Biosystems, Invitrogen, Gibco, Fisher Scientific, Unity Lab Services, Patheon and PPD. For more information, please visit www.thermofisher.com.
Editor’s note: This story has been updated to include additional context from Guggenheim’s analyst note.
ServiceNow stock is surging to new heights today. What’s behind NOW gains? What Is Driving ServiceNow’s AI-Powered Offerings?ServiceNow and Accenture rolled out two offerings: managed security services built on the ServiceNow AI Platform and an Accenture AI-powered automation solution designed to reduce the cost and complexity of modernizing enterprise risk and security operations.
The companies tied the push to a faster threat cycle—saying AI has compressed the time between vulnerability discovery and exploitation from months to hours—and pointed to U.S. data breach costs hitting $10.22 million per incident in 2025, up 9%.
Why Guggenheim Turned Bullish on ServiceNowCritical Price Levels To Watch For NOW StockThe premarket pop is happening inside a still-damaged longer-term chart: the stock is down 50.94% over the past 12 months and is trading 22.5% below its 200-day SMA ($133.66), which keeps the bigger trend cautious until price can reclaim that long average.
Near term, the setup is more constructive, with shares trading above the 50-day SMA ($99.90) and the 100-day SMA ($102.76), while sitting basically on top of the 20-day SMA ($103.78)—a spot that often decides whether a bounce turns into follow-through or fades back into chop.
RSI is the cleaner momentum read right now at 48.10, which is neutral and suggests the move isn’t "stretched" yet; in plain English, RSI helps gauge whether buying or selling has become overheated.
The mixed moving-average backdrop explains the two-way trade: the 20-day SMA is above the 50-day SMA (bullish), but the death cross from August 2025 (50-day below 200-day) still argues rallies may need repeated confirmation.
Key Resistance: $111.00 — a nearby round-number area where rebounds can stall Key Support: $85.50 — a prior demand zone that sits above the 52-week low area ($81.24) How ServiceNow Automates Business ProcessesServiceNow provides software solutions to structure and automate various business processes via a SaaS delivery model, with a core focus on IT workflows for enterprise customers. It started in IT service management and has expanded its workflow automation into customer service, HR service delivery, and security operations.
That backdrop matters for today’s news because security and risk modernization is a natural extension of the company’s "single platform" pitch—using the same workflow and automation logic to replace older, fragmented tools.
Pairing with Accenture also speaks to how these platforms get adopted in large enterprises, where implementation and managed services can be as important as the software itself.
ServiceNow Earnings Preview for July 2026Looking further out, the next major catalyst for the stock arrives with the July 22, 2026 (estimated) earnings report.
EPS Estimate: 76 cents (Down from 82 cents YoY) Revenue Estimate: $3.93 billion (Up from $3.21 billion YoY) Valuation: P/E of 59.1x (Indicates premium valuation relative to peers) Analyst Consensus & Recent Actions: The stock carries a Buy rating with an average price target of $138.21. Recent analyst moves include:
Guggenheim: Upgraded to Buy (Target $125.00) (July 1) BTIG: Buy (Maintains Target to $150.00) (June 29) Benchmark: Buy (Raises Target to $130.00) (June 15) What Would $1,000 Invested In NOW Be Worth?A $1,000 investment in ServiceNow on July 1, 2021, would have been worth $911 on June 30, 2026—a total return of -8.9% over the period. The stake swung between $627 and more than $2,000, ending well below its 2025 peak.
The ride included a deep drawdown, with the position hitting its period low on October 14, 2022, and a maximum drawdown of -64.5% along the way. Momentum later reversed, culminating in a period high on January 28, 2025, before the investment finished the five-year window at $911 on June 30, 2026.
On an annualized basis, ServiceNow returned -1.9% over the holding period, lagging the S&P 500’s 11.7% annualized return and the Nasdaq 100’s 15.8%. Among the listed peers, Meta Platforms, Inc. was the standout, posting a 106.2% annualized return over the same timeframe.
Today, SERVICENOW, INC. has a market capitalization of about $107.6 billion. The stock’s current P/E ratio is 59.1.
ServiceNow Benzinga Edge Rankings ExplainedBelow is the Benzinga Edge scorecard for ServiceNow, highlighting its strengths and weaknesses compared to the broader market:
The Verdict: ServiceNow’s Benzinga Edge signal reveals a growth-heavy profile with weak momentum and weak value, meaning the bull case leans on execution and continued demand rather than "cheap" pricing. For longer-term trend followers, the key technical tell is whether the stock can build above the $111.00 area and start working back toward its 200-day moving average.
NOW Stock Price Movement Wednesday MorningNOW Stock Price Activity: ServiceNow shares were up 3.45% at $102.71 on Wednesday, according to Benzinga Pro data.
Image: Shutterstock
Market News and Data brought to you by Benzinga APIs
HomeIndustriesSoftwareTech StocksTech StocksA Guggenheim analyst says valuations for the two software stocks are too depressed, even though the AI threat is realJuly 1, 2026, 9:47 a.m. ET
Guggenheim analyst John DiFucci has been a firm believer that artificial intelligence is a “major threat” to software companies. But now he’s saying that it’s not a “death knell” for the sector, suggesting that some prominent software stocks may have been overly punished by investors.
DiFucci just turned bullish on two of this year’s biggest software losers — ServiceNow and Salesforce, whose shares are down 33% and 38%, respectively, so far in 2026. The upgrades aren’t exactly rousing endorsements of how those companies are positioned in the AI era but are rather expressive of DiFucci’s view that the shares now look more attractive after their dramatic selloffs.
, /PRNewswire/ -- Lockheed Martin (NYSE: LMT) will webcast live its second quarter 2026 earnings results conference call (listen-only mode) on Thursday, July 23, 2026, at 8:30 a.m. ET. Jim Taiclet, chairman, president and CEO; Evan Scott, chief financial officer; and Mark Kvasnak, vice president, Investor Relations, will discuss second quarter 2026 earnings results, provide updates on key topics and answer questions. Second quarter 2026 earnings results will be published prior to the market opening on July 23.
The live webcast will be available at www.lockheedmartin.com/investor and the accompanying presentation slides and relevant financial charts will also be available on the same website prior to market open.
An on-demand replay of the webcast will be available through Thursday, August 6, 2026, at www.lockheedmartin.com/investor, and a podcast will be available here.
For additional information, visit the company's website: www.lockheedmartin.com.
About Lockheed Martin
Lockheed Martin is a global defense technology company driving innovation and advancing scientific discovery. Our all-domain mission solutions and 21st Century Security® vision accelerate the delivery of transformative technologies to ensure those we serve always stay ahead of ready. More information at LockheedMartin.com.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AVGO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
July 01, 2026 08:00 ET | Source: Stryker Corporation
Portage, Michigan, July 01, 2026 (GLOBE NEWSWIRE) -- Stryker (NYSE: SYK) will host a webcast at 4:30 p.m. (Eastern time) on Thursday, July 30, 2026, to discuss its second quarter 2026 financial results. The live webcast can be accessed at Stryker - Events & Presentations. An archive of the webcast will also be available at Stryker’s website beginning approximately two hours after the live call ends.
An accompanying press release that includes summary financial information for the second quarter will be issued at approximately 4:05 p.m. (Eastern time) and available at Stryker - Press Releases on the day of the webcast.
About Stryker
Stryker is a global leader in medical technologies and, together with our customers, we are driven to make healthcare better. We offer innovative products and services in MedSurg, Neurotechnology and Orthopaedics that help improve patient and healthcare outcomes. Alongside our customers around the world, we impact more than 150 million patients annually. More information is available at www.stryker.com.
Contacts
For investor inquiries:
Nick Mead, Vice President, Investor Relations at 269-385-2600 or [email protected]
For media inquiries:
Kim Montagnino, Vice President, Chief Communications Officer at 269-385-2600 or [email protected]
A calm lake with a wooden dock in the foreground in Algonquin Provincial Park, Ontario, Canada. Two Adirondack chairs with neatly folded beach towels on the arms face the water. Long exposure shot.
getty
Sell in May? Ha! Try “buy in July.”
Truth is, summer is the best time to troll for dividend deals—especially July. We’re going to “back up the truck” on two tickers in a sec.
Why July?
Because it’s the strongest month of the year for stocks, according to a 2024 report from the Carson Group, a financial-advisory firm. Here’s the upshot: Over the 20 years leading up to July 2024, the S&P 500 rose 2.3% on average.
And that’s just the average. Many years saw bigger gains than that.
This is our short-term play.
On the horizon, we’ve got the midterms. We’re not going to linger on that dreaded event. Suffice it to say, the vote is not what we’re interested in—it’s what traditionally comes in the year after it: stock-market gains.
A May study by RBC Wealth Management sets the table here. Going back to 1932, it found that the year following the midterms was the strongest in the four-year presidential cycle, with S&P 500 rising 14% on average.
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The bottom line for us is that we’ve got a nice setup for gains this summer, plus another price pop setting up for 2027.
And despite what the headlines say, inflation (and interest rates) will come down. We’re already seeing it in oil prices, and the International Energy Agency (IEA) actually forecasts an oil glut next year.
Oversupply of the goo is fuel (sorry, couldn’t resist!) for growth. It’s an inflation-killer, too.
But we don’t want to be naïve. There’s certainly concern out there. But at times like these, it pays to remember the old stock-market adage: Stocks climb a wall of worry.
They’re certainly doing that now! And my indicators suggest they’ll keep it up. That makes now a good time to buy. Here are two dividend-growth plays to put on your list.
ITW: Hated By Wall Street, Loved By Dividend InvestorsIllinois Tool Works (ITW) is one of those stocks analysts hate. That’s because it’s basically an umbrella name covering a range of businesses that aren’t really connected.
Kitchen ovens and fryers? ITW makes ’em under its Hobart and Vulcan brands. Gear for testing electronics? It makes that, too. Fasteners and components for cars? Check.
It’s enough to drive Wall Street—which loves a “clean” single-product story—batty! According to the WSJ, and only two analysts covering the stock rate it a buy right now, with 11 at hold, two “underweight” and five sells. Perfect. We love disliked stocks like these because as they beat low expectations, more analysts come onboard, creating a feedback loop that boosts its price.
And there’s every reason for that to happen.
For one, the company follows what it calls the 80/20 model, where it zeroes in on its biggest/most profitable clients or products—the top 20% or so—which the company sees as providing the bulk (or 80%) of the company’s sales. That tight focus keeps margins high: in Q1, operating margins rose 60 basis points, to 25.4%.
Revenue also jumped a tidy 5% and EPS gained 12%. And management raised full-year guidance by $0.10, to between $11.10 to $11.50. The stock trades at a reasonable 24-times the midpoint of that range.
Which brings me to another reason why ITW is overlooked: the dividend. As I write this, shares yield 2.4%, which sounds okay—until you look at the company’s payout history:
ITW Total Returns
Ycharts
As you can see, over the last decade, ITW has nearly tripled its dividend. You can also see what I call the “Dividend Magnet” in action: The share price has climbed in lockstep. That gap on the right side represents further upside.
That means, of course, that an investor who bought back then is not yielding 2.4% today. They’re pocketing 6.2% (and climbing) on their buy instead. And that’s before we account for the 17% of the company’s float that management has bought back in that time, throwing an additional lift under the stock.
ITW, in other words, is the picture of shareholder friendliness, which makes it worth our attention now.
Deere: Buy for the Construction Boom, Stay for the Farm RevivalDeere & Co. (DE) is sitting in a “sweet spot” for us to buy now.
For starters, the company, a holding my Hidden Yields service, boasts a booming construction-equipment segment, with management forecasting a 20% sales gain, plus 10% to 12% operating-margin expansion for this business, in 2026.
That’s the good news.
The drag? The segment of its agricultural business focusing on large farms, where sales slumped 14% in Q1, and management sees slipping 5% to 10% this year, according to the company’s latest earnings presentation.
But there are green shoots in these numbers, namely that corn and wheat prices have been firming up in the last few weeks, according to the two Teucrium ETFs tracking them, and management itself has said it sees now as the bottom of the ag cycle:
Crop Prices
Ycharts
That’s a nice window for us: We never chase a boom. We buy the bottom instead. And as with ITW, we’re looking at a stock that Wall Street doesn’t understand.
Beyond that, high fuel and fertilizer costs, as well as high borrowing costs, have been squeezing farmers, but fuel costs look set to trend lower (see the oil glut mentioned above), and a decline in overall inflation should slow the rise of other costs, as well.
Meantime, as with ITW, Deere’s share price has been following the furrow plowed by its dividend—a trend I expect to continue as the ag cycle turns and global infrastructure spending (including, yes, on data centers) keeps Deere’s construction-equipment business booming:
DE Total Returns
Ycharts
A final upside driver for the payout? Deere’s low payout ratio, with the divvie accounting for just 47% of the last 12 months of free cash flow. That’s very manageable and lends itself to strong payout growth, especially in this “sweet spot” in the ag-growth cycle.
Brett Owens is Chief Investment Strategist for Contrarian Outlook. For more great income ideas, get your free copy his latest special report: Your Early Retirement Portfolio: Huge Dividends—Every Month—Forever.
, /PRNewswire/ -- Prologis, Inc. (NYSE: PLD) today announced that its board of directors appointed Alfred F. Kelly, Jr. as a director of the company.
Kelly served as chief executive officer of Visa Inc. from 2016 to 2023, where he led one of the world's largest payment technology companies. He was elected chairman of Visa's board of directors in 2019 and became executive chairman in 2023, serving in that role until 2024.
Alfred F. Kelly, Jr. Prior to Visa, Kelly held senior leadership roles at American Express Company, including president of the company. He also served as president and chief executive officer of the New York–New Jersey Super Bowl Host Committee.
"Al brings broad leadership experience and a strong understanding of technology, risk and global markets," said Dan Letter, chief executive officer of Prologis. "His perspective will be a valuable addition to our board as we continue to strengthen the business for the future."
Since 2024, Kelly has served as an Advisory Director at Berkshire Partners. He is also a member of the board of directors of General Motors Company, where he serves on the Audit Committee and the Risk and Cybersecurity Committee.
Kelly holds a Bachelor of Arts in Computer Science from Iona University and a Master of Business Administration from Iona University.
About Prologis
The world runs on logistics. At Prologis, we don't just lead the industry, we define it. We create the intelligent infrastructure that powers global commerce, seamlessly connecting the digital and physical worlds. From agile supply chains to clean energy solutions, our ecosystems help your business move faster, operate smarter and grow sustainably. With unmatched scale, innovation and expertise, Prologis is a category of one — not just shaping the future of logistics but building what comes next. Learn more at www.Prologis.com.
, /PRNewswire/ -- Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science and advanced technology innovation cluster locations, today reaffirmed its support of the National Medal of Honor Museum Foundation (NMOHM) and their shared mission to preserve and share the stories of the extraordinary individuals whose courage, sacrifice and service have helped shape the United States throughout its history. As America prepares to commemorate its 250th anniversary, this mission carries profound significance for every American by ensuring that the values embodied by the Medal of Honor Recipients continue to inspire future generations and strengthen our shared understanding of the ideals upon which our nation was founded. The stories of the Medal of Honor Recipients remind us of the values that unite Americans and challenge each of us to lead lives of character, integrity and purpose.
In honor of America's enduring legacy of patriotism, courage and service, Alexandria highlights the impact of its mission-critical partnership and support of the National Medal of Honor Museum Foundation. From citizen-soldiers who fought for America's independence nearly 250 years ago to modern-day service members who have answered the call to defend freedom, generations of Americans have demonstrated an unwavering commitment to ideals larger than themselves. Among the most enduring examples are those brave individuals who have received the Medal of Honor, the nation's highest military decoration. Awarded by the President, in the name of Congress, the Medal of Honor commemorates those who have shaped our nation's history and continue to inspire its future with their acts of valor, humanity, patriotism and sacrifice. Over 40 million Americans have served in the U.S. Armed Forces since the Civil War. Fewer than 4,000 have been awarded the Medal of Honor.
"Alexandria's commitment to the Medal of Honor Museum has been essential in bringing this national tribute to life. Their dedication to honoring the courage, sacrifice and service of Medal of Honor Recipients ensures that these stories continue to inspire Americans for generations," said Christopher J. Cassidy, first and former president and chief executive officer of the National Medal of Honor Museum Foundation, retired U.S. Navy SEAL and former NASA astronaut.
Alexandria has proudly supported the National Medal of Honor Museum Foundation for years, guided by the company's strategic corporate responsibility initiatives and deep commitment to advancing organizations that strengthen communities, inspire leadership and create lasting societal impact. Joel S. Marcus, executive chairman and founder of Alexandria Real Estate Equities, Inc., has served on the board of directors of the NMOHM since 2020. Alexandria's support was instrumental in advancing the Foundation's vision to create a permanent national tribute to Medal of Honor Recipients and the values they represent through the development and delivery of the National Medal of Honor Museum.
The National Medal of Honor Museum ("Museum") is the first-and-only museum dedicated to Medal of Honor Recipients, and was recently awarded "Best New Museum" by USA Today Reader's Choice 2026. The Museum, which opened in Arlington, Texas, in March 2025, stands as the nation's premier institution dedicated to preserving and celebrating the legacy of the Medal of Honor and its Recipients. The Museum is 100,000 square feet, including 31,000 square feet reserved for exhibition galleries that share the history of the Medal of Honor and the stories of the American heroes who earned it. Through immersive exhibits, educational programming and leadership initiatives, the Museum honors the one-of-a-kind Americans who have received the nation's highest military decoration for valor in combat.
About Alexandria Real Estate Equities, Inc.
Alexandria Real Estate Equities, Inc. (NYSE: ARE), an S&P 500® company, is a best-in-class, mission-driven life science REIT making a positive and lasting impact on the world. With our founding in 1994, Alexandria pioneered the life science real estate niche. Alexandria is the preeminent and longest-tenured owner, operator and developer of collaborative Megacampus™ ecosystems in AAA life science innovation cluster locations, including Greater Boston, the San Francisco Bay Area, San Diego, Seattle, Maryland, Research Triangle and New York City. For more information, please visit www.are.com.
Forward-Looking Statements
This press release includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. Such forward-looking statements include, without limitation, statements regarding Alexandria's corporate responsibility initiatives, partnerships and support of charitable and community organizations; Alexandria's ongoing support of the National Medal of Honor Museum Foundation; the anticipated impact or benefits of Alexandria's support and partnership; and the National Medal of Honor Museum Foundation's and the National Medal of Honor Museum's mission, programs, initiatives and expected impact. These forward-looking statements are based on Alexandria's present intent, beliefs, or expectations, but forward-looking statements are not guaranteed to occur and may not occur. Actual results may differ materially from those contained in or implied by Alexandria's forward-looking statements as a result of a variety of factors, including, without limitation, the risks and uncertainties detailed in its filings with the Securities and Exchange Commission. All forward-looking statements are made as of the date of this press release, and Alexandria assumes no obligation to update this information. For more discussion relating to risks and uncertainties that could cause actual results to differ materially from those anticipated in Alexandria's forward-looking statements, and risks and uncertainties to Alexandria's business in general, please refer to Alexandria's filings with the Securities and Exchange Commission, including its most recent annual report on Form 10-K and any subsequently filed quarterly reports on Form 10-Q.
CONTACT: Sara Cohen, Assistant Vice President – Corporate Strategy Events, (646) 799-2617, [email protected]
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.
Considering buying PANW stock? Here’s what analysts think:
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Supporting his view, Cantor Fitzgerald analyst C.J. Muse maintained Micron with an Overweight rating on June 29 and raised the price target from $1,500 to $2,000.
Jason Snipe, founder and chief investment officer of Odyssey Capital Advisors, picked Palo Alto Networks, Inc. (NASDAQ:PANW).
Lending support to his choice, BTIG analyst Gray Powell maintained Palo Alto at Buy on June 30 and raised the price target from $333 to $380.
Don’t forget to check out our premarket coverage here
Joshua Brown, co-founder and CEO of Ritholtz Wealth Management, said Apple Inc. (NASDAQ:AAPL) is expected to have a good second half.
Last week, Apple raised prices on several of its hardware products, citing an extraordinary surge in demand for memory and storage driven by the rapid expansion of AI data centers.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, recommended Amgen Inc. (NASDAQ:AMGN).
On June 16, Mizuho analyst Salim Syed maintained Amgen at Neutral and raised the price target from $295 to $303.
Price Action Micron gained 0.8% to close at $1,154.29 on Tuesday. Palo Alto shares rose 2.7% to settle at $341.02 during the session. Apple shares gained 2.7% to close at $289.36 on Tuesday. Amgen shares rose 0.4% to settle at $362.12 during the session. Photo via Shutterstock
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NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Roblox Corporation (“Roblox” or the “Company”) (NYSE: RBLX) investors of the August 7, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The Roblox Corporation Class Action Lawsuit:
Do you, or did you, own shares of Roblox Corporation (NYSE: RBLX)?Did you sell your shares between October 30, 2025 and April 30, 2026, inclusive?Did you lose money in your investment in Roblox Corporation? Investors are encouraged to act promptly and submit a form at Roblox Corporation Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 7, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the common stock of Roblox between October 30, 2025 and April 30, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Roblox common stock traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
NYSE issues a pre-market daily advisory direct from the trading floor. NEW YORK, July 1, 2026 /PRNewswire/ -- The New York Stock Exchange (NYSE) provides a daily pre-market update directly from the NYSE Trading Floor.
, /PRNewswire/ -- Private sector employment increased by 98,000 jobs in June and pay was up 4.4 percent year-over-year according to the June ADP National Employment Report® produced by ADP Research in collaboration with the Stanford Digital Economy Lab ("Stanford Lab").
ADP Research The ADP National Employment Report is an independent measure of the labor market based on the anonymized weekly payroll data of more than 26 million private-sector employees in the United States. ADP's Pay Insights captures over 15 million individual pay change observations each month. Together, the jobs report and pay insights use ADP's fine-grained data to provide a representative and high-frequency picture of the private-sector labor market.
"The pace of hiring is telling a story of both supply and demand. We know it's taking people longer to find work, but there also are signs of labor supply constraints in certain industries," said Dr. Nela Richardson, chief economist, ADP. "For now, the overall effect is a slowdown in job creation."
June 2026 Report Highlights
View the ADP National Employment Report and interactive charts at www.adpemploymentreport.com.
JOBS REPORT
Private employers added 98,000 jobs in June
Job creation was uneven in June. Financial activities and information were among the gainers, while leisure and hospitality delivered a sixth month of weak hiring.
Change in U.S. Private Employment: 98,000
Change by Industry
-Goods-producing: 2,000
Natural resources/mining -5,000 Construction 2,000 Manufacturing 5,000 -Service-providing: 96,000
Trade/transportation/utilities 15,000 Information 7,000 Financial activities 14,000 Professional/business services 2,000 Education/health services 48,000 Leisure/hospitality 2,000 Other services 8,000 Change by U.S. Regions
-Northeast: 33,000
New England 14,000 Mid-Atlantic 19,000 -Midwest: 21,000
East North Central 7,000 West North Central 14,000 -South: 37,000
South Atlantic 6,000 East South Central 8,000 West South Central 23,000 -West: 17,000
Mountain 11,000 Pacific 6,000 Change by Establishment Size
Job-stayer pay gains held steady in June
The median pay gain for job-stayers was little changed at 4.4 percent, while year-over-year pay growth for job-changers accelerated to 6.6 percent.
Median Change in Annual Pay
-Job-stayers 4.4%
-Job-changers 6.6%
Median Change in Annual Pay for Job-Stayers by Industry
-Goods-producing:
Natural resources/mining 4.3% Construction 4.6% Manufacturing 4.9% -Service-providing:
Trade/transportation/utilities 4.4% Information 4.0% Financial activities 5.1% Professional/business services 4.1% Education/health services 4.1% Leisure/hospitality 4.5% Other services 4.1% Median Change in Annual Pay for Job-Stayers by Firm Size
500+ employees 4.8% To see Pay Insights by U.S. State, Gender, and Age for Job-Stayers, visit here:
The May total number of jobs added was unchanged from 122,000.
For additional information about the ADP National Employment Report, including historical files, employment and pay data, methodology, and a calendar of release dates, please visit https://adpemploymentreport.com/.
The July 2026 ADP National Employment Report will be released on August 5, 2026 at 8:15 a.m. ET.
About ADP Research
The mission of ADP Research is to make the future of work more productive through data-driven discovery. Companies, workers, and policy makers rely on our finely tuned data and unique perspective to make informed decisions that impact workplaces around the world.
To subscribe to monthly email alerts or obtain additional information about ADP Research, including employment and pay data, methodology, and a calendar of release dates, please visit https://www.adpresearch.com.
About ADP (NASDAQ: ADP)
ADP has been shaping the world of work with innovation and expertise for more than 75 years. As a global leader in HR and payroll solutions, ADP continuously works to solve business challenges for our clients and their workers, from simple, easy-to-use tools for small businesses to fully integrated platforms for global enterprises – and everything in between. Always Designing for People means we're focused on just that – people. We use our unmatched AI-driven insights and proven expertise to design innovative solutions that help people achieve greater success at work. More than 1.1 million clients across 140+ countries rely on ADP's exceptional service to support their people and drive their business forward. HR, Talent, Time Management, Benefits, Compliance, and Payroll. Learn more at ADP.com
ADP, the ADP logo, and Always Designing for People, ADP National Employment Report, and ADP Research are registered trademarks of ADP, Inc. All other marks are the property of their respective owners.
(Kitco News) - The gold market is trading higher on Wednesday morning after the latest employment data showed the U.S. labor market adding fewer jobs than expected, according to private sector payrolls processor ADP.
On Wednesday, ADP announced that 98,000 jobs were created in September. The report was worse than expectations, as consensus forecasts called for job gains of 105,000. May’s figure was unrevised from the initial reading of 122,000 net jobs.
"The pace of hiring is telling a story of both supply and demand,” said Dr. Nela Richardson, chief economist at ADP. “We know it's taking people longer to find work, but there also are signs of labor supply constraints in certain industries. For now, the overall effect is a slowdown in job creation.”
The gold market continued to trade near session highs after the latest employment data. Spot gold last traded at $4,026.83 per ounce, up 0.48% on the day.
The report noted that job creation was uneven in June. “Financial activities and information were among the gainers, while leisure and hospitality delivered a sixth month of weak hiring,” the report said.
Petros Pantzari, Chief Dealer at Monaxa, told Kitco News the ADP print is soft-dollar, gold-supportive.
"A cooler jobs print tells traders the U.S. labour market is losing momentum, which can pull Treasury yields lower and strengthen expectations that the Fed may need to lean more dovish," he said. "That usually pressures the U.S. dollar, while gold gets a bid because lower yields reduce the cost of holding non-yielding assets. The key caveat: if markets read this as growth fear rather than just Fed-relief, the dollar may find some safe-haven support — but the clean immediate reaction is dollar down, gold up."
Disclaimer: The views expressed in this article are those of the author and may not reflect those of Kitco Metals Inc. The author has made every effort to ensure accuracy of information provided; however, neither Kitco Metals Inc. nor the author can guarantee such accuracy. This article is strictly for informational purposes only. It is not a solicitation to make any exchange in commodities, securities or other financial instruments. Kitco Metals Inc. and the author of this article do not accept culpability for losses and/ or damages arising from the use of this publication.
Nela Richardson, chief economist, joins 'Squawk Box' to break down June's private payrolls data, the challenges college graduates face entering the job market, and more.
WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)---- $LTC #LTC--LTC Properties Inc. (NYSE: LTC) (“LTC” or the “Company”), announced today that it had declared a monthly cash dividend of $0.19 per common share per month for the third quarter of 2026. Distribution dates are outlined in the table below. Record Date Payment Date Amount July 23, 2026 July 31, 2026 $0.19 per common share August 21, 2026 August 31, 2026 $0.19 per common share September 22, 2026 September 30, 2026 $0.19 per common share About LTC Propertie.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMZN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Public Storage demonstrates sector-leading scale, strong margins, and a fortress A-rated balance sheet in the self-storage REIT space. Recent results show stabilizing fundamentals: improved occupancy, lower churn, and better-than-expected move-in rents, supporting same-store NOI amidst normalization. The pending National Storage Affiliates acquisition is set to deepen Sunbelt exposure, deliver $120M in cost synergies, and drive 2–3% FFO/share accretion by year 3.
CrowdStrike Holdings (CRWD - Free Report) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.
Over the past month, shares of this cloud-based security company have returned -0.8%, compared to the Zacks S&P 500 composite's -1.8% change. During this period, the Zacks Security industry, which CrowdStrike falls in, has gained 12.3%. The key question now is: What could be the stock's future direction?
While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.
Revisions to Earnings EstimatesHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements.
For the current quarter, CrowdStrike is expected to post earnings of $1.17 per share, indicating a change of +25.8% from the year-ago quarter. The Zacks Consensus Estimate has changed -11.8% over the last 30 days.
For the current fiscal year, the consensus earnings estimate of $4.93 points to a change of +32.2% from the prior year. Over the last 30 days, this estimate has changed -8.7%.
For the next fiscal year, the consensus earnings estimate of $6.26 indicates a change of +26.9% from what CrowdStrike is expected to report a year ago. Over the past month, the estimate has changed +1.7%.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #4 (Sell) for CrowdStrike.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthEven though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial.
For CrowdStrike, the consensus sales estimate for the current quarter of $1.44 billion indicates a year-over-year change of +23.2%. For the current and next fiscal years, $5.94 billion and $7.23 billion estimates indicate +23.5% and +21.6% changes, respectively.
Last Reported Results and Surprise HistoryCrowdStrike reported revenues of $1.39 billion in the last reported quarter, representing a year-over-year change of +25.6%. EPS of $1.1 for the same period compares with $0.73 a year ago.
Compared to the Zacks Consensus Estimate of $1.36 billion, the reported revenues represent a surprise of +1.7%. The EPS surprise was +2.8%.
The company beat consensus EPS estimates in each of the trailing four quarters. The company topped consensus revenue estimates each time over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
CrowdStrike is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
ConclusionThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about CrowdStrike. However, its Zacks Rank #4 does suggest that it may underperform the broader market in the near term.
Combined, NIO, Li, and XPeng delivered 111,618 cars in June. (Lintao Zhang/Getty Images)
Chinese electric-vehicle makers NIO, Li Auto, and XPeng posted strong sales in June, while growth at leader BYD has stalled. Overall, Chinese EV sales look stable, which is good for the industry, including Tesla, after a rocky start to the year.
As the global transition toward cleaner power sources accelerates, investors are weighing established solar technology against emerging hydrogen growth. Choosing between Enphase Energy (ENPH 0.22%) and Plug Power (PLUG +0.74%) depends on your risk appetite.
Enphase is a leader in microinverter technology, converting sunlight into usable electricity for homes and businesses. Plug Power is building a comprehensive hydrogen ecosystem, from production and storage to fuel cells that power industrial equipment. While both contribute to a greener future, their paths to profitability and cash flow generation are starkly different.
The case for Enphase EnergyEnphase Energy specializes in microinverter-based solar-plus-storage systems, which are critical components for converting solar energy into a form homes can use. The company primarily sells its products to solar distributors and large installers within the market for solar energy stocks. One major customer accounted for 39% of total net revenue in 2025, and such customer concentration adds a layer of risk to the business.
In FY 2025, revenue reached $1.48 billion, representing approximately 11% growth over the previous year. The company reported net income of nearly $172.1 million, resulting in a net margin of roughly 11.7%. This indicates that the company is effectively keeping a portion of every dollar earned as profit after all expenses are paid.
As of its December 2025 balance sheet, the debt-to-equity ratio is roughly 1.1x. This means total debt is roughly 1.1 times shareholder equity. Free cash flow for the year was $95.9 million. Note that stock-based compensation represented 157% of operating cash flow, meaning reported cash generation is heavily inflated by this non-cash add-back.
The case for Plug PowerPlug Power develops comprehensive hydrogen solutions, including electrolyzers and fuel cells for material handling and industrial applications. The company serves large logistics operations, with Walmart Inc (WMT 4.50%) accounting for roughly 24% of consolidated revenue in 2025. Plug Power has recently shifted its strategy to require customers to secure their own third-party financing for equipment purchases to preserve its own liquidity.
In FY 2025, revenue reached approximately $709.9 million, which is an increase of nearly 12.9% over the prior year. Despite this growth, the company reported a net loss of roughly $1.6 billion, showing that the costs of operating the business and scaling hydrogen production still significantly exceed its revenue.
As of the December 2025 balance sheet, the debt-to-equity ratio is roughly 1.0x. This means total debt equals the value of shareholders’ equity. Free cash flow was negative $647 million. This figure is the cash left over after capital expenditures, and the negative value shows the company is currently consuming cash to fund its expansion.
Risk profile comparisonEnphase Energy faces significant regulatory uncertainty regarding tax credit eligibility and strict domestic content requirements. The company is also defending against multiple securities fraud class actions filed in 2026 related to inventory management and disclosure practices. Intense competition from manufacturers like Tesla Inc (TSLA +1.44%) and SolarEdge Technologies (SEDG 2.28%) creates persistent downward pressure on prices, while a heavy reliance on a few contract manufacturers leaves the supply chain vulnerable to disruptions.
Plug Power faces high liquidity risks as it continues to report substantial net losses and negative operating cash flows. The company remains dependent on securing additional capital, and the outcome of ongoing negotiations for a Department of Energy loan facility is uncertain. Additionally, Plug Power faces securities litigation and operational risks related to its dependence on third-party liquid hydrogen suppliers. These challenges are compounded by commodity price volatility, which can threaten the goal of improving net margin performance.
Valuation comparisonEnphase Energy appears to be the more established choice with positive net income, while Plug Power remains a high-growth, high-risk play based on its P/S ratio.
MetricEnphase EnergyPlug PowerSector BenchmarkForward P/E23.5xn/a29.4xP/S ratio4.7x4.6xn/aSector benchmark uses the SPDR XLE sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Plug Power saw revenue rise 22% in the first quarter of fiscal 2026, as its material handling and electrolyzer business, which creates hydrogen from water, saw particular strength (hydrogen sales, its third business line, grew about 10%).
Management expects that the Iran war and subsequent scarcity of certain types of fuel will increase the demand for its clean energy facilities in the long term. Also, the E.U. has a mandate that each member nation has to generate a certain percentage of its hydrogen from clean energy sources, which is a plus for Plug Power in the near term; however, the bureaucracy in the E.U., U.S., and Australia is a drag on getting current projects approved and running. That makes funding a continual concern for investors. Management clearly addresses its funding ability on investor calls, but in a capital-intensive business with a slow sales cadence, it’s something to keep an eye on. Still, sales should rise this year to about $813 million, while the net loss and negative free cash flow narrow — both positive trends.
Enphase, meanwhile, offers a product in the heart of the booming solar energy sector. Microinverters convert the raw DC power from solar panels into AC power that can be used by a home or fed to other products, such as storage batteries and EV chargers. The company recently introduced EV chargers in Europe and is rolling out its latest-generation inverters based on gallium nitride (GaN) chips, which are much better at handling high heat than silicon and therefore are more efficient at moving electricity along the solar chain.
The negative for Enphase and other U.S. players in the solar space is that the federal government eliminated tax credits that were a big part of their growth. Solar isn’t going away — it is the lowest-cost source of electricity on a large scale — but the business will need to adjust to the loss of incentives. That means revenue will drop sharply this year, by about 18% to $1.2 billion. The company is still projected to turn a profit of $47 million despite that. That’s a plus as the company rolls out new products to fuel demand and solar customers adjust to higher prices.
Both Plug Power and Enphase Energy are veterans of the volatile renewable energy space, demonstrating resilience in their business models and how they are run. Plug is at a disadvantage because hydrogen can be produced from less expensive fossil fuels, and it has a long runway to profitability. Enphase looks like a business that can be had at a relative discount, having dropped about 85% from its pre-Trump administration peak amid fears of U.S. government attacks on renewable energy.
Solar isn’t going away, and Ephase is likely to remain a key player for years to come.
The South Korean government has used its regulatory authority to discriminate against U.S. companies and has waged an unprecedented campaign against online retailer Coupang, according to a House Judiciary Committee report released Wednesday.
The report is the result of an investigation opened by the committee in February. It highlights the treatment of Coupang, which is based in the U.S. but is known as the "Amazon of Asia," and other U.S. companies going back decades.
"South Korea's conduct is part of a broader attempt by foreign governments to weaponize their laws and regulations in an effort to harm American companies and limit their ability to compete in the global economy," the committee, which is chaired by Rep. Jim Jordan, R-Ohio, reported.
The South Korean embassy did not immediately respond to a request for comment on Wednesday.
The committee said in the report that Coupang has been the target of discriminatory pressure from the South Korean government that intensified in 2025 after a data breach perpetrated by a disgruntled former employee.
The company apologized for the breach and its CEO, Park Dae-jun, resigned as a result of the incident.
But according to testimony given to the committee by Coupang's acting CEO Harold Rogers — who took over in December after Park resigned — South Korean officials were informed by the company that same month that the scale of the breach was smaller than initially expected and "that the leak was limited in nature," according to the House Judiciary report.
Despite that information, the committee found that the South Korean government launched a campaign against Coupang that included dozens of investigations, thousands of document requests, excessive fines and threats of criminal charges against Rogers, who is a U.S. citizen.
According to the committee, the South Korean National Intelligence Service compelled Coupang to send divers on a covert mission to retrieve a laptop used by the disgruntled former employee and that had been discarded in a river in Shanghai, then lied to the public about its involvement in the recovery operation.
"We regret the circumstances that led to the House Judiciary Committee's investigation and we remain committed to finding a constructive resolution so Coupang can once again serve as a bridge to strengthen the U.S.-Korea alliance, accelerating trade and investment that benefits both countries," the company said in a statement.
The result of South Korea's campaign against Coupang has been a more than 40% drop in Coupang's market capitalization, according to the committee, and could have a negative effect on its investors.
"South Korean regulators have consistently targeted Coupang and subjected the company to hostile regulatory treatment, unfair enforcement practices, and disproportionately large penalties not faced by their Korean competitors," the Judiciary report states.
The U.S. and South Korea have had a free trade agreement since 2012. South Korea has been a crucial trade partner for the U.S. in Asia, according to Demetrios Marantis, former acting U.S. trade representative under President Barack Obama, told CNBC.
But the relationship has at times been strained, and other digital companies based in the U.S. — like Google and Netflix — have also at times struggled with South Korean regulators, according to Marantis.
"Korea has had a long history of discriminating against foreign companies, just generally, and being protectionist, and a little bit inward looking," he said. "But the situation with Coupang — I have never seen anything this intense. This much of a whole-of-government assault on one company."
The U.S.-South Korea trade deal was renegotiated in 2025 as part of President Donald Trump's sweeping global tariffs. South Korea negotiated a lower tariff rate with Trump in exchange for investments in U.S. shipbuilding and national security, as well as regulatory rollbacks for American companies.
In its report, the House Judiciary Committee argued South Korea's actions against Coupang violate the deal.
"South Korea's discriminatory treatment of American-owned businesses directly violates its recent trade agreement with the United States," the report states.
Coupang, Inc. (CPNG - Free Report) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.
Over the past month, shares of this company have returned +3.8%, compared to the Zacks S&P 500 composite's -1.8% change. During this period, the Zacks Internet - Commerce industry, which Coupang falls in, has lost 11.1%. The key question now is: What could be the stock's future direction?
Although media reports or rumors about a significant change in a company's business prospects usually cause its stock to trend and lead to an immediate price change, there are always certain fundamental factors that ultimately drive the buy-and-hold decision.
Earnings Estimate RevisionsHere at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock.
We essentially look at how sell-side analysts covering the stock are revising their earnings estimates to reflect the impact of the latest business trends. And if earnings estimates go up for a company, the fair value for its stock goes up. A higher fair value than the current market price drives investors' interest in buying the stock, leading to its price moving higher. This is why empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements.
Coupang is expected to post a loss of $0.14 per share for the current quarter, representing a year-over-year change of -800%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The consensus earnings estimate of -$0.25 for the current fiscal year indicates a year-over-year change of -308.3%. This estimate has changed -45.1% over the last 30 days.
For the next fiscal year, the consensus earnings estimate of $0.4 indicates a change of +259.7% from what Coupang is expected to report a year ago. Over the past month, the estimate has remained unchanged.
With an impressive externally audited track record, our proprietary stock rating tool -- the Zacks Rank -- is a more conclusive indicator of a stock's near-term price performance, as it effectively harnesses the power of earnings estimate revisions. The size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, has resulted in a Zacks Rank #3 (Hold) for Coupang.
The chart below shows the evolution of the company's forward 12-month consensus EPS estimate:
12 Month EPS
Projected Revenue GrowthWhile earnings growth is arguably the most superior indicator of a company's financial health, nothing happens as such if a business isn't able to grow its revenues. After all, it's nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it's important to know a company's potential revenue growth.
For Coupang, the consensus sales estimate for the current quarter of $8.93 billion indicates a year-over-year change of +4.8%. For the current and next fiscal years, $37.75 billion and $42.7 billion estimates indicate +9.3% and +13.1% changes, respectively.
Last Reported Results and Surprise HistoryCoupang reported revenues of $8.5 billion in the last reported quarter, representing a year-over-year change of +7.5%. EPS of -$0.15 for the same period compares with $0.06 a year ago.
Compared to the Zacks Consensus Estimate of $8.57 billion, the reported revenues represent a surprise of -0.72%. The EPS surprise was +74.58%.
Over the last four quarters, Coupang surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period.
ValuationNo investment decision can be efficient without considering a stock's valuation. Whether a stock's current price rightly reflects the intrinsic value of the underlying business and the company's growth prospects is an essential determinant of its future price performance.
While comparing the current values of a company's valuation multiples, such as price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), with its own historical values helps determine whether its stock is fairly valued, overvalued, or undervalued, comparing the company relative to its peers on these parameters gives a good sense of the reasonability of the stock's price.
As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued.
Coupang is graded C on this front, indicating that it is trading at par with its peers. Click here to see the values of some of the valuation metrics that have driven this grade.
Bottom LineThe facts discussed here and much other information on Zacks.com might help determine whether or not it's worthwhile paying attention to the market buzz about Coupang. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term.
Brownsville, Texas, again ranks as the safest city, with Boston as the most collision-prone
Key takeaways:
For the second straight year, Brownsville, Texas, ranks as the safest city, with drivers going nearly 15 years between collisions. Boston remains the most collision-prone at just 3.76 years. Drivers in the safest cities are nearly four times less likely to experience a crash. Waco, Texas, made the largest improvement year over year (+40 spots), while Detroit saw the steepest decline (-38 spots). About one-third of cities moved 10 spots or more and three new cities entered the top or bottom 10, showing how changing traffic patterns and behavior impact risk. New insights from Drivewise®, available in the Allstate mobile app, show how habits like speeding, hard braking, phone use and nighttime driving influence risk across the country. These are behaviors drivers can control to lower their chances of a crash and help avoid the out-of-pocket and insurance costs that often follow. , /PRNewswire/ -- Drivers in the safest U.S. cities can go years longer between collisions, reducing risk and helping keep insurance costs more manageable, according to Allstate's 2026 America's Best Drivers Report. The report highlights how location and everyday driving habits influence both safety and, in turn, the costs drivers may ultimately face.
Texas again has multiple cities among the safest drivers in the nation, while Massachusetts cities including Boston, Worcester and Springfield rank highest for crash risk. The report answers a key question for drivers: How likely am I to experience a crash where I live, and how can I reduce my risk?
Now in its 18th year, the report ranks the 200 largest U.S. cities based on auto insurance claims data and includes insights from Drivewise, available in the Allstate mobile app. Drivewise provides feedback on behaviors such as speeding, braking and phone use to help drivers improve how they drive.
Together, the data shows how often crashes occur and highlights behaviors that increase risk, giving drivers actionable ways to stay safer, avoid the costs associated with collisions and help lower their insurance costs over time.
Laura Hoffman, vice president of auto design and telematics at Allstate:
"Where you drive plays a role in your risk, but how and when you drive matters just as much. By pairing claims data with driving insights such as speeding, hard braking and phone use from Allstate's Drivewise, we're helping drivers take simple steps to prevent crashes and keep insurance costs down."
Top 10 safest cities for drivers
Ranked by Allstate claims data and the highest average years between collisions
Ranking
City
Average
years
between
collisions
Relative collision
likelihood (to
national average)*
Change in
ranking
(2025-2026)
1
Brownsville, TX
14.99
-27.5 %
0
2
Fort Collins, CO
14.96
-27.4 %
1
3
Boise, ID
14.07
-22.8 %
-1
4
Laredo, TX
13.82
-21.4 %
1
5
Cary, NC
12.82
-15.2 %
-1
6
Madison, WI
12.81
-15.2 %
3
7
McAllen, TX (New to top 10)
12.76
-14.9 %
4
8
Colorado Springs, CO (New to top 10)
12.68
-14.4 %
15
9
Eugene, OR
12.68
-14.3 %
1
10
Olathe, KS
12.51
-13.1 %
-4
Top 10 riskiest cities for drivers
Ranked by Allstate claims data and the lowest average years between collisions
Ranking
City
Average
years
between
collisions
Relative collision
likelihood (to
national average)*
Change in
ranking
(2025-2026)
200
Boston, MA
3.76
+188.7 %
0
199
Washington, DC
4.24
+156.3 %
0
198
Baltimore, MD
4.49
+142.1 %
0
197
Worcester, MA
5.14
+111.2 %
0
196
Springfield, MA
5.18
+109.6 %
0
195
Glendale, CA
5.53
+96.5 %
0
194
Providence, RI
5.87
+85.1 %
-2
193
Sunrise Manor, NV (New to top 10)
5.95
+82.6 %
-3
192
Los Angeles, CA
5.99
+81.5 %
2
191
Philadelphia, PA
6.12
+77.6 %
0
*Values represent variance from the U.S. average (0); negative values indicate lower likelihood, positive
values indicate higher likelihood.
Driving by the numbers: Where are the safest and most collision-prone cities?
For the second straight year, Brownsville, Texas, ranks as the safest city, with drivers going nearly 15 years between collisions, while Boston remains the most collision-prone, with drivers averaging 3.76 years between collisions. Boston drivers are 189% more likely to experience a collision than the national average, which can lead to higher costs, including repairs and insurance prices.
Texas and Colorado cities lead the best drivers list, with McAllen, Texas, and Colorado Springs, Colorado, entering the top 10. The Northeast is home to seven of the 10 riskiest cities, including Washington, D.C., Baltimore and Philadelphia, with Sunrise Manor, Nevada, joining this year.
Big swings in rankings show how quickly positions can change. Waco, Texas, climbed 40 spots year over year, the biggest improvement. Other cities making big gains include Savannah, Georgia (+30), New Orleans, Louisiana (+29), and Kansas City, Kansas (+29).Detroit, Michigan, saw the biggest slide, dropping 38 spots. Rockford, Illinois (-34), Arlington, Virginia (-20), Tampa, Florida (-19), and Anchorage, Alaska (-18) also fell, showing how changes in traffic patterns and driving conditions can influence rankings over time.
Regional patterns continue to shape the rankings. Georgia cities were among the most improved, with Savannah, Macon and Columbus climbing 20 spots or more. The Midwest saw some of the biggest drops in the rankings, including Omaha (-16), Milwaukee (-15), Chicago (-13) and Indianapolis (-11). Driving by the numbers: What does Drivewise data reveal about driver behavior?
New insights from Drivewise, available in the Allstate mobile app, show how habits like speeding, hard braking, phone use and nighttime driving influence driving risk across the country. Drivewise helps drivers understand these patterns in real time to help lower their chances of a collision and save money.
Nighttime driving is highest in Washington, D.C., Las Vegas and New York City. Washington, D.C. and Northern Virginia, including Alexandria and Arlington, and the Las Vegas Valley are among the highest for nighttime driving. Nighttime driving can increase risk due to reduced visibility and a higher likelihood of fatigue or impaired driving. Phone use is elevated in major metros. Cities like Miami, Chicago, Washington, D.C. and Boston are among the highest for phone use while driving, showing how distraction is more prevalent in dense, urban environments. Speeding varies by market. Bridgeport, Connecticut, has the highest levels of speeding, followed by Pittsburgh, Indianapolis, Chicago and three Alabama cities — Mobile, Birmingham and Huntsville. Speeding can reduce driver reaction time and make collisions more severe. Hard braking is most elevated in Arizona and North Carolina. The highest rates of hard braking are in North Carolina and Arizona, with Raleigh, Fayetteville and Durham, North Carolina, and Chandler, Glendale, Tempe, Mesa and Gilbert, Arizona, all among the highest. Hard braking can signal stop-and-go driving or close following, which may increase collision risk. Helping drivers stay safer: What tools and protections can help?
No matter where you live, small changes behind the wheel can reduce crash risk, and Allstate offers tools designed to help drivers understand and improve their driving before a collision happens.
"You don't have to overhaul your driving habits to make a difference," said Hoffman. "Simple steps like slowing down, staying focused and giving yourself space can go a long way in helping reduce risk."
Tools that help drivers stay safer on the road
Allstate's Drivewise gives drivers visibility into their driving behavior and helps them improve over time and recover from a collision by offering:
Driving scores in the Allstate mobile app on speed, braking and phone use, with insights after each trip to help drivers identify risky habits and make safer choices on their next drive. Progress tracking that shows trends in driving behavior and helps reinforce safer habits to reduce crash risk, out-of-pocket costs and insurance prices. Crash detection features that can quickly connect drivers to help after a collision, reducing stress and helping speed recovery. Protections that help reduce the financial impact of a crash
Allstate also offers optional features that can help drivers recover more quickly after a crash and reduce the financial strain that can follow. These are part of a broader set of options that give customers more ways to stay protected before and after an incident, including:
Accident Forgiveness helps prevent a driver's car insurance rate from increasing just because of an accident. This helps reduce the long-term financial impact of a mistake. Transportation Expense Coverage provides a set amount of money after a covered crash that drivers can use for a rental car, rideshare or other transportation while their vehicle is being repaired. Find more safety tips, the full list of cities and additional insights from the report at www.allstate.com/best-drivers, or visit www.allstate.com to learn more.
Drivers can also download the Allstate mobile app to access Drivewise and better understand their behavior behind the wheel.
What is the Allstate America's Best Drivers Report?
Allstate America's Best Drivers Report is an annual study that sheds light on driving safety trends across the country to help educate drivers, encourage safer habits and support a broader conversation about road safety. By analyzing auto claims data from the 200 most populous U.S. cities, the report identifies where drivers are more and less likely to experience a collision compared with the national average. This year marks the 18th edition of the report.
How does Allstate rank cities?
Cities are ranked using Allstate auto claims data to compare collision trends across the 200 most populous U.S. cities. Rankings are based on property damage claim frequency, reflecting how often drivers cause damage to others. Results are expressed as average years between collisions and likelihood compared with the U.S. average.
A collision is defined as any auto crash resulting in a property damage or collision claim.
What data is used in the report?
The rankings are based on property damage claim frequency from claims reported over a two-year period from January 2023 through December 2024, reflecting how often drivers cause damage to others. Allstate policies represent approximately 10% of all U.S. auto policies, making the report a broad snapshot of driving trends across the country.
Overall claims data is also used to inform national benchmarks, such as the average years between collisions, providing a more complete picture of crash frequency and helping put city-level rankings in a broader national context.
What's new in 2026?
The 2026 report continues to use claims data as the foundation for the rankings. This year, it also includes Drivewise behavioral insights, including speeding, hard braking, phone use and nighttime driving, to provide additional context behind the results. These insights, based on aggregated and anonymized Drivewise data collected from January 2025 through December 2025, help illustrate how driving habits can vary across cities but are not used to determine rankings.
What is Drivewise, and how is it used in this report?
Drivewise, available in the Allstate mobile app, helps drivers better understand their driving habits and supports a more personalized auto insurance rate. It provides behavior-based insights on drivers' phone use, speeding, braking and nighttime driving. In this report, those insights are used to help explain patterns in the rankings, not as a separate scoring or ranking system.
Does Allstate use this report to set auto insurance rates?
No. The report and its rankings are not used to set auto insurance rates. It is designed to provide insight into driving trends and encourage safer driving behaviors. Rates are based on a range of factors, which may include underlying claim trends and driving-related data, among other considerations used to assess risk.
Methodology
The 2026 Allstate America's Best Drivers Report analyzes Allstate auto claims data to compare collision trends across the 200 most populous U.S. cities. Rankings are based on property damage claim frequency, reflecting how often drivers cause damage to others. Results are expressed as average years between collisions and likelihood compared with the U.S. average. Likelihood values use a U.S. baseline of 0, where negative values indicate lower-than-average likelihood and positive values indicate higher-than-average likelihood.
Allstate analyzed property damage claims reported during the two-year period from January 2023 through December 2024 to rank cities. The company also reviews overall claims data, including both property damage and collision claims, to inform national benchmarks, such as the average years between collisions. A collision is defined as any auto crash resulting in a property damage or collision claim. U.S. Census Bureau data was used to identify the 200 largest U.S. cities. According to Allstate claims data, the average U.S. driver experiences a collision once every 10.86 years. Allstate's auto policies represent approximately 10% of all U.S. auto policies, making the report a realistic snapshot of driving trends across the country.
Drivewise behavioral metrics, including phone use, speeding, hard braking and nighttime driving, are included as aggregated context to help explain patterns observed in the claims data. These insights are based on aggregated and anonymized Drivewise data collected from January 2025 through December 2025, providing a more recent view of driving behaviors. They are used to illustrate how driving habits vary across cities, rather than to rank them. Drivewise behavioral metrics are expressed as indices benchmarked to a U.S. average of 100, using a trip-distance-weighted average across cities, where values above 100 indicate higher rates of the behavior and values below 100 indicate lower rates. Speeding reflects the share of miles driven 15 mph or more over the posted speed limit, hard braking captures sudden braking events per 100 miles driven, phone use reflects phone unlock events while driving, and nighttime driving represents the share of miles driven during overnight or low-light hours.
In Michigan, where a no-fault insurance system changes how certain claims are recorded, results are included but may not be directly comparable to other states.
The Allstate America's Best Drivers Report is produced to support a broader conversation about safe driving and to increase awareness of the importance of attentive driving habits. The report is not used to determine auto insurance rates.
About Allstate
The Allstate Corporation (NYSE: ALL) protects people from life's uncertainties with affordable, simple and connected protection for autos, homes, electronic devices and identities. Products are available through a broad distribution network including Allstate agents, independent agents, major retailers, online and at the workplace. Allstate has more than 212 million policies in force and is widely known for the slogan "You're in Good Hands with Allstate." For more information, visit www.allstate.com.
TEMPE, Ariz.--(BUSINESS WIRE)--Align Technology, Inc. (Nasdaq: ALGN) a leading global medical device company that designs, manufactures, and sells the Invisalign® System of clear aligners, iTero™ intraoral scanners, and exocad™ CAD/CAM software for digital orthodontics and restorative dentistry, today announced that it will report second quarter 2026 financial results on Wednesday, July 29, 2026, after the close of market. Financial results will be released at 4:00 p.m. ET (1:00 p.m. PT) and wil.
Resources Investor Relations Journalists Agencies Client Login Send a Release News Products Contact , /PRNewswire/ -- The Sherwin-Williams Company (NYSE: SHW) will issue a press release announcing its financial results for the second quarter ended June 30, 2026, prior to market open on Tuesday, July 28, 2026. At that time, a copy of the press release and information regarding Sherwin-Williams' financial condition, reportable segment results and other information will be available by clicking on this link Sherwin-Williams Press Releases, then clicking on the reference to the July 28 release.
The Company will host a conference call to discuss its financial results for the second quarter, and its outlook for the third quarter and full year 2026, at 10:00 a.m. EDT on Tuesday, July 28, 2026. Participating on the call will be Sherwin-Williams' Chair, President and Chief Executive Officer, Heidi Petz, along with other senior executives.
The conference call will be webcast simultaneously in listen only mode. To listen to the webcast on the Sherwin-Williams website, click on this link Sherwin-Williams Quarterly Results, then click on the webcast icon following the reference to the Q2 Webcast. An archived replay of the webcast will be available at the same link beginning approximately two hours after the call ends.
SAN FRANCISCO--(BUSINESS WIRE)--A home comes together one decision at a time, from the everyday essentials people rely on to the larger purchases that make a space more comfortable, functional, and personal. Now, eligible customers shopping across Bed Bath & Beyond brands – including Overstock, Bed Bath & Beyond, and buybuy BABY – can choose Affirm (NASDAQ: AFRM) at online checkout and pay over time in biweekly or monthly payments with no hidden fees, late fees, or compounding interest. Just total clarity every step of the way.
“Bed Bath & Beyond is where customers come for everything home, from the everyday essentials, to the perfect seasonal touches, to the projects that transform a room,” said Lisa Foley, Chief Operating Officer, Bed Bath & Beyond. “Affirm gives them the flexibility to pay their way and to bring their vision to life on a timeline that works for them.”
“Homes change as life changes,” said Pat Suh, SVP of Revenue at Affirm. “Whether someone is moving into their first apartment, preparing for a new baby, or creating space for a growing family, Affirm gives customers a clear, transparent way to pay over time and choose a payment plan that fits their budget.”
Bed Bath & Beyond joins Affirm’s global network of nearly 515,000 merchant partners, including leading brands like Amazon, Costco, StubHub, REVOLVE, Net-a-Porter, StockX, and many more.
About Bed Bath & Beyond
Bed Bath & Beyond (NYSE: BBBY) is building a connected home ecosystem designed to make shopping for, managing and caring for a home simpler and more affordable. Through a portfolio of trusted brands including Bed Bath & Beyond, buybuy BABY, Overstock, Kirkland’s and, upon completion of the merger, The Container Store, the Company serves customers through an integrated omnichannel experience spanning retail, home products, services, financing, protection and installation solutions.
The Company’s technology and data platform helps create more personalized experiences for customers across every stage of home ownership, while its expanding ecosystem of brands and services is designed to deliver greater convenience, accessibility and value.
About Affirm
Affirm's mission is to deliver honest financial products that improve lives. By building a new kind of payment network – one based on trust, transparency, and putting people first – we empower millions of consumers to spend and save responsibly and give thousands of businesses the tools to fuel growth. Unlike most credit cards and other pay-over-time options, we never charge any late or hidden fees. Follow Affirm on social media: LinkedIn | Instagram | Facebook | X.
AFRM-PA
Payment options through Affirm are subject to an eligibility check and are provided by these lending partners: affirm.com/lenders. Options depend on your purchase amount, and a down payment may be required. CA residents: Loans by Affirm Loan Services, LLC are made or arranged pursuant to a California Financing Law license. For licenses and disclosures, see affirm.com/licenses. Affirm Loan Services, LLC, NMLS ID 1479506
SAN FRANCISCO--(BUSINESS WIRE)--Cloudflare, Inc. (NYSE: NET), the leading connectivity cloud company, announced today new classifications, enhanced analytics, and industry-defining commercial partnerships that bring together site owners and transparent AI companies so that the agentic Internet can flourish. Cloudflare's new tools and integrations help site owners and AI companies optimize for discoverability, efficiency, and monetization. By establishing these new rails, Cloudflare is helping p.
CoreWeave (NASDAQ:CRWV) stock is down 11% to $88.63 in early trading Wednesday, extending a stretch of heavy volatility for the AI cloud provider. The slide comes without a clean, single catalyst dated today, though there is one possible price-move driver. Still, overall it looks like a continuation of a broader downtrend for one of the market’s most debt-heavy, richly valued names.
The move stands out against calmer action in other cloud stocks. Cloudflare (NYSE:NET | NET Price Prediction) stock is flat at $245.40, while Oracle (NYSE:ORCL) stock is down 1% to $145.61. All three carry the “cloud” label, yet their business models, profitability, and risk profiles look nothing alike.
CoreWeave stock was already down 9% over the past month, prior to today’s price drop. Trading action has been unusually noisy for the AI GPU rental specialist.
Overhangs, Not a Single Headline, Weigh on CRWV The bear case for CoreWeave has been building for weeks. A securities class-action lawsuit filed around June 29 alleges the company overstated its ability to meet customer demand and understated risks tied to reliance on a single third-party data center supplier. These remain unproven allegations at this stage.
Persistent insider activity is another factor the market is watching. CoreWeave CEO Michael Intrator sold $32.87 million in shares on June 23, part of a pattern of executive sales this month, much of it via 10b5-1 plans. The cadence of executive sales this month is heavy.
The fundamentals cut both ways for CoreWeave. Q1 2026 revenue jumped 112% year over year (YoY) to $2.08 billion, while the net loss widened to $740 million and total liabilities have swelled to $50.8 billion.
On June 23, Backblaze (NASDAQ:BLZE) entered a $335 million, five-year agreement to provide cloud storage for CoreWeave’s AI infrastructure, a mildly positive item unrelated to today’s slide.
One Possible Price Driver for CRWV Stock There may be a fresher catalyst behind CoreWeave stock’s sudden drop than the broader overhangs. On Wednesday, Bloomberg reported that Meta Platforms (NASDAQ:META) is building a cloud business to sell its excess AI computing capacity, and that one option under consideration is renting out raw compute as a neocloud, an approach the report explicitly likened to CoreWeave.
Meta Platforms shares jumped 8% on the news as the market reframed the company’s heavy AI spending as a potential revenue stream. For CoreWeave, though, the read-through cuts the other way: a hyperscaler with Meta Platforms’ balance sheet entering the compute-rental market would be a formidable new rival for the exact customers CoreWeave is chasing, raising the specter of added capacity and pricing pressure.
Nothing is confirmed, and Meta Platforms hasn’t committed to the plan. Still, the timing of the report and CoreWeave’s drop on the same day suggests that competitive anxiety is a likely contributor to the move.
Three Very Different Flavors of “Cloud” CoreWeave is a “neocloud” renting NVIDIA (NASDAQ:NVDA) GPU compute for AI training and inference. Growth is explosive, but the model is capital-intensive, unprofitable, and highly leveraged. The CRWV analyst target sits at $143.41, well above the current print, with 19 Buy and 3 Strong Buy ratings against a handful of Holds and Sells.
Cloudflare is a different animal, running an edge network, CDN, and security stack, with Q1 2026 revenue of $639.75 million (+34% YoY) and positive free cash flow. Cloudflare stock trades near $243.65 consensus and holds a 24% YTD gain. The valuation is rich, but the business generates cash.
Oracle is the mature contrast, with its Q4 FY2026 report showing Cloud Infrastructure revenue up 93% YoY to $5.79 billion and remaining performance obligations of $638 billion. Oracle stock, however, is down 35% over the past month, as investors grapple with the capital intensity of Oracle’s AI cloud pivot and its plan to raise $40 billion in FY2027.
What to Watch Community sentiment on CoreWeave stock is split. Some traders are watching for a potential short squeeze given the beaten-down price and bullish analyst targets, while skeptics point to CoreWeave’s underperformance relative to AI-infrastructure peers and the broader cloud group.
The composite sentiment score for CRWV sits at 57.45, neutral with medium confidence, while Cloudflare reads 51.79, neutral. The takeaway: lumping these three under a single “cloud” label obscures the real differences. CoreWeave is the most speculative and volatile of the trio.
Investors can watch for whether CoreWeave stock stabilizes above its $63.80 52-week low or continues drifting toward its 200-day moving average of $100.55. Given the volatility, investors should consider keeping their CRWV position sizes modest until the price volatility settles.
On January 1, 2026, we published The 3 Best Dividend Aristocrats to Buy in 2026, naming Aflac (NYSE: AFL | AFL Price Prediction), Lowe’s (NYSE: LOW), and Nordson (NASDAQ: NDSN) as the three most compelling names on the Aristocrat roster. Six months later, the scorecard shows two winners and one clear laggard. The S&P 500 has returned 9.5% year to date, providing a firm benchmark. One pick has crushed it, one has kept pace on total return, and one has pulled back hard. The Aristocrat thesis, however, holds across all three: each has raised its payout again in 2026, proving that the income compounding continues even when price action does not.
Here are the halftime scores, counting down from poorest performer to best.
3. Lowe’s Lowe’s earned the original nod on the strength of its home-improvement scale, its Total Home strategy, and a more than 60-year streak of dividend raises that qualifies it as a Dividend King. That thesis has run into a wall of housing softness. Shares closed at $220.49 on June 30, 2026, down 8.6% year to date. The dividend, however, keeps climbing. Lowe’s raised the quarterly payout from $1.20 to $1.25 with the July 22, 2026, ex-date, pushing the run rate to $4.80 per share annually for a 2.3% yield.
Operationally, the business has executed. Lowe’s beat consensus estimates in each of the past six quarters, including adjusted EPS of $3.03 versus a $2.97 estimate for the quarter reported May 20, 2026, on revenue of $23.08 billion, up 10.3% year over year. Comps have now been positive for four consecutive quarters. The stock is being punished by macro concerns, not on execution, and analysts have a $263.73 average price target. Lowe’s earns its spot from here as a rate-sensitive rebound candidate whose dividend keeps compounding while investors wait.
2. Aflac Aflac was the income anchor of the original three: steady supplemental-insurance cash flows in Japan and the United States, a fortress balance sheet, and 43 consecutive years of dividend increases. That anchor has held. Shares closed most recently at $117.25, up 6.3% since the start of the year, not far off the benchmark. Late last year, the board raised the quarterly payout 5.2% to $0.61, delivering a 2.1% current yield.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Lowe's didn't make the cut. Grab the names FREE today.
The earnings scorecard is mixed. Q1 2026 adjusted EPS came in at $1.75, missing the $1.80 estimate, though revenue of $4.35 billion beat and rose 25.9% year over year. Yen weakness cost $0.02 of EPS at a 156.87 average rate, but Japan pretax margin expanded to 35.0% from 31.8% and buybacks retired 5.9% of the share count. At a 14x forward multiple with a 0.61 beta, Aflac remains a low-volatility income holding. It keeps its spot.
1. Nordson Nordson was the clear growth leader among the three picks, chosen for its precision-dispensing niche, the Ascend Strategy, and semiconductor exposure. It has delivered. Shares closed at $301.69 on June 30, up 25.5% year to date, more than doubling the S&P 500 return. The quarterly dividend was raised to $0.82 from $0.78, extending a 25-plus-year Aristocrat streak.
The Q2 fiscal 2026 report, delivered May 20, was a record: adjusted EPS of $2.86 on revenue of $740.85M, up 8.5% year over year, with 7% organic growth across all three segments and backlog up 18%. Advanced Technology Solutions grew 10.1%, aided by the semiconductor inflection and electronics dispense demand. Management raised full-year guidance to $2.93 billion to $3.01 billion in sales and $11.30 to $11.80 in adjusted EPS. CEO Sundaram Nagarajan called it “a strong first half of fiscal 2026, highlighted by record performance and ongoing momentum across our end markets.” At 26x forward earnings, the multiple has expanded, but with analysts targeting $319.12 and free cash flow conversion at 119%, Nordson still earns the top spot into the back half of the year.
The Halftime Verdict The January call landed. Nordson is the clear winner, more than doubling the S&P 500’s advance on record operating results and raised guidance. Aflac kept pace and kept raising. Lowe’s is the one to defend, but its earnings still beat, its comps went positive for a fourth straight quarter, and its dividend just went up again. That is the Aristocrat promise in action: the income compounds through the cycle, and Nordson’s precision-dispensing story remains the sharpest offensive weapon in this three-stock portfolio heading into the second half.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Lowe's didn't make the cut. Grab the names FREE today.
Earnings are arguably the most important single number on a company's quarterly financial report. Wall Street clearly dives into all of the other metrics and management's input, but the EPS figure helps cut through all the noise.
The earnings figure itself is key, of course, but a beat or miss on the bottom line can sometimes be just as, if not more, important. Therefore, investors should consider paying close attention to these earnings surprises, as a big beat can help a stock climb and vice versa.
Now that we know how important earnings and earnings surprises are, it's time to show investors how to take advantage of these events to boost their returns by utilizing the Zacks Earnings ESP filter.
The Zacks Earnings ESP, ExplainedThe Zacks Earnings ESP, or Expected Surprise Prediction, aims to find earnings surprises by focusing on the most recent analyst revisions. The basic premise is that if an analyst reevaluates their earnings estimate ahead of an earnings release, it means they likely have new information that could possibly be more accurate.
Now that we understand the basic idea, let's look at how the Expected Surprise Prediction works. The ESP is calculated by comparing the Most Accurate Estimate to the Zacks Consensus Estimate, with the percentage difference between the two giving us the Zacks ESP figure.
When we join a positive earnings ESP with a Zacks Rank #3 (Hold) or stronger, stocks posted a positive bottom-line surprise 70% of the time. Plus, this system saw investors produce roughly 28% annual returns on average, according to our 10 year backtest.
Stocks with a ranking of #3 (Hold), or 60% of all stocks covered by the Zacks Rank, are expected to perform in-line with the broader market. Stocks with rankings of #2 (Buy) and #1 (Strong Buy), or the top 15% and top 5% of stocks, respectively, should outperform the market; Strong Buy stocks should outperform more than any other rank.
Should You Consider Cintas?Now that we understand what the ESP is and how beneficial it can be, let's dive into a stock that currently fits the bill. Cintas (CTAS - Free Report) earns a #3 (Hold) right now and its Most Accurate Estimate sits at $1.25 a share, just 15 days from its upcoming earnings release on July 16, 2026.
CTAS has an Earnings ESP figure of +0.58%, which, as explained above, is calculated by taking the percentage difference between the $1.25 Most Accurate Estimate and the Zacks Consensus Estimate of $1.24. Cintas is one of a large database of stocks with positive ESPs. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
CTAS is just one of a large group of Consumer Discretionary stocks with a positive ESP figure. Warner Bros. Discovery (WBD - Free Report) is another qualifying stock you may want to consider.
Warner Bros. Discovery, which is readying to report earnings on August 6, 2026, sits at a Zacks Rank #3 (Hold) right now. Its Most Accurate Estimate is currently -$0.11 a share, and WBD is 36 days out from its next earnings report.
For Warner Bros. Discovery, the percentage difference between its Most Accurate Estimate and its Zacks Consensus Estimate of -$0.12 is +6.10%.
CTAS and WBD's positive ESP figures tell us that both stocks have a good chance at beating analyst expectations in their next earnings report.
Find Stocks to Buy or Sell Before They're ReportedUse the Zacks Earnings ESP Filter to turn up stocks with the highest probability of positively, or negatively, surprising to buy or sell before they're reported for profitable earnings season trading. Check it out here >>
New season, "AI at Work: From Promise to Impact," examines where artificial intelligence may create lasting value, where expectations may be too high, and what investors should watch as adoption moves into the real economy
, /PRNewswire/ -- The newest season of "The Angle from T. Rowe Price" podcast debuts today, where the global investment management firm and a leader in retirement convenes some of its leading investment professionals to help listeners separate myth from reality about the burgeoning artificial intelligence sector.
Jennifer Martin, Host & Global Equity Portfolio Specialist, T. Rowe Price Titled "AI at Work: From Promise to Impact," the new season looks beyond the hype to examine how artificial intelligence is moving from promise to practical impact, where durable value may be created, where market expectations may be currently unrealistic, and how AI is reshaping companies, industries, and the global economy.
The series is hosted by T. Rowe Price global equity portfolio specialist Jennifer Martin. She is joined by equity portfolio managers Dave Eiswert, Tony Wang, Lee Sandquist, Dom Rizzo, Shaun Currie, Jon Friar; equity investment analyst Frank Shi; head of global fixed income Arif Husain; and chief U.S. economist Blerina Uruci. Episodes will be released throughout July and August and include:
AI and the great transformation: A global investor's view
Dave Eiswert sets the stage for the season by assessing how AI is changing the competitive landscape, where infrastructure constraints could shape the pace of adoption, and why investors may need to look beyond the most visible technology companies to understand the broader opportunity set. Physical AI: A deep dive into autonomous vehicles and robotics
Tony Wang and Lee Sandquist examine how AI is beginning to move from software into the physical world, with potential implications for transportation, robotics, defense, and industrial automation—areas where commercialization timelines and investment outcomes may vary widely. Change Agents: What agentic AI means for hardware and software
Dom Rizzo and Frank Shi break down the rise of agentic AI and what it could mean for the technology stack, from chips and memory to networking and enterprise software, as companies weigh the capital spending required to support more autonomous AI systems. AI and the global economy: Productivity, jobs, and inflation
Arif Husain and Blerina Uruci discuss the macro questions AI is raising for markets and policymakers, including whether the technology can lift productivity, how it may affect labor demand and wage dynamics, and what those shifts could mean for inflation and interest rates. AI Sleepers: The winners hiding in plain sight
Shaun Currie and Jon Friar look at where AI-driven value creation could emerge outside the technology sector, highlighting how health care, industrials, financials, and consumer companies may benefit as adoption becomes more embedded in day-to-day operations. "What makes this season timely is the number of unanswered questions investors are facing," said Martin. "The conversations are intended to bring a research-driven lens to those questions; from how companies are funding AI ambitions to which industries may see meaningful change first and to help listeners separate near-term excitement from longer-term investment implications."
The new season brings together multiple perspectives from across T. Rowe Price's global investment organization, highlighting how fundamental research and active management can help investors assess both the opportunities and risks emerging as AI moves more deeply into the real economy.
Episodes of "The Angle" are available across multiple platforms, including Spotify and Apple Podcasts. Future episodes will be announced as they are produced. For more information on the podcast please click here.
ABOUT "THE ANGLE"
"The Angle" podcast brings listeners dynamic insights on the forces shaping financial markets, featuring the T. Rowe Price global investing team and special guests. Through engaging conversations, "The Angle" aims to foster curiosity by asking better questions and delivering better insights, allowing investors to gain a deeper understanding of today's evolving market themes.
Launched in 2024, "The Angle" has explored a range of investment-themed topics, including the blue economy, artificial intelligence, the 2024 U.S. presidential election, energy, forward-looking expectations for global markets, and key market drivers from the perspectives of some of the world's leading CEOs.
"The Angle" is T. Rowe Price's second podcast series. "CONFIDENT CONVERSATIONS® on Retirement," which features T. Rowe Price experts sharing their perspectives on retirement-related topics, is in its fourth season.
ABOUT T. ROWE PRICE
Founded in 1937, T. Rowe Price (NASDAQ: TROW) helps people around the world achieve their long-term investment goals. As a large global asset management company known for investment excellence, retirement leadership, and independent proprietary research, the firm is built on a culture of integrity that puts client interests first. Investors rely on the award-winning firm for its retirement expertise and active management approach of equity, fixed income, alternatives, and multi-asset investment capabilities. T. Rowe Price manages USD $1.89 trillion in assets under management as of May 31, 2026, and serves millions of clients globally. News and other updates can be found on Facebook, Instagram, LinkedIn, X, YouTube, and troweprice.com/newsroom.
July 01, 2026 08:00 ET | Source: Roper Technologies, Inc.
SARASOTA, Fla., July 01, 2026 (GLOBE NEWSWIRE) -- Roper Technologies, Inc. (Nasdaq: ROP) announced that its financial results for the second quarter of 2026, ended June 30, 2026, will be released before the market opens on Thursday, July 23, 2026. A conference call to discuss these results has been scheduled for 8:00 AM ET on Thursday, July 23, 2026. The call can be accessed via webcast or by dialing +1 800-836-8184 (US/Canada) or +1 646-357-8785, using conference call ID 70538. Webcast information and conference call materials will be made available in the Investors section of Roper’s website prior to the start of the call.
About Roper Technologies
Roper Technologies is a constituent of the Nasdaq 100, S&P 500, and Fortune 500. Roper has a proven, long-term track record of compounding cash flow and shareholder value. The Company operates market leading businesses that design and develop vertical software and technology enabled products for a variety of defensible niche markets. Roper utilizes a disciplined, analytical, and process-driven approach to redeploy its excess capital toward high-quality acquisitions. Additional information about Roper is available on the Company’s website at www.ropertech.com.
, /PRNewswire/ -- Carrier Global Corporation (NYSE: CARR), global leader in intelligent climate and energy solutions, today announced it has completed the sale of its Riello business to Ariston Group for gross proceeds of approximately $440 million.
"The sale of Riello reflects Carrier's disciplined portfolio management as we continue to focus our resources on delivering differentiated climate and energy solutions. Sale proceeds enhance our ability to invest in our core businesses, innovation and value creation for our customers and shareowners," said David Gitlin, Chairman & CEO of Carrier. "We are grateful to the Riello team for their many contributions to Carrier and are confident that Ariston Group is well-positioned to drive the business's next phase of growth."
BofA Securities acted as exclusive financial advisor to Carrier, and Linklaters LLP acted as external legal counsel in connection with the transaction.
About Carrier
Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advancements in climate solutions such as temperature control, air quality and transportation, we improve lives, empower critical industries and ensure the safe transport of food, life-saving medicines and more. Since inventing modern air conditioning in 1902, we lead with purpose: enhancing the lives we live and the world we share. We continue to lead because of our world-class, inclusive workforce that puts the customer at the center of everything we do. For more information, visit www.carrier.com or follow Carrier on social media at @Carrier.
Carrier. For the World We Share.
Cautionary Statement
This communication contains statements which, to the extent they are not statements of historical or present fact, constitute "forward-looking statements" under the securities laws. These forward-looking statements are intended to provide management's current expectations or plans for Carrier's future operating and financial performance, based on assumptions currently believed to be valid. Forward-looking statements can be identified by the use of words such as "believe," "expect," "expectations," "plans," "strategy," "prospects," "estimate," "project," "target," "anticipate," "will," "should," "see," "guidance," "outlook," "confident," "scenario" and other words of similar meaning in connection with a discussion of future operating or financial performance. Forward-looking statements may include, among other things, statements relating to the sale of Carrier's Riello business, expected uses of the net proceeds therefrom, strategies or transactions of Carrier, Carrier's plans with respect to its indebtedness and other statements that are not historical facts. All forward-looking statements involve risks, uncertainties and other factors that may cause actual results to differ materially from those expressed or implied in the forward-looking statements. For additional information on identifying factors that may cause actual results to vary materially from those stated in forward-looking statements, see Carrier's reports on Forms 10-K, 10-Q and 8-K filed with or furnished to the U.S. Securities and Exchange Commission from time to time. Any forward-looking statement speaks only as of the date on which it is made, and Carrier assumes no obligation to update or revise such statement, whether as a result of new information, future events or otherwise, except as required by applicable law.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Lucid Group, Inc. (“Lucid” or the “Company”) (NASDAQ: LCID) investors of the July 28, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The Lucid Class Action Lawsuit:
Do you, or did you, own shares of Lucid Group, Inc. (NASDAQ: LCID)?Did you sell your shares between February 25, 2026 and April 13, 2026, inclusive?Did you lose money in your investment in Lucid Group, Inc.?
Investors are encouraged to act promptly and submit a form at Lucid Group, Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by July 28, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of Lucid between February 25, 2026 and April 13, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Lucid securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds ZoomInfo Technologies Inc. (“ZoomInfo” or the “Company”) (NASDAQ: GTM) investors of the August 24, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The ZoomInfo Class Action Lawsuit:
Do you, or did you, own shares of ZoomInfo Technologies Inc. (NASDAQ: GTM)?
Did you sell your shares between November 3, 2025 and May 11, 2026, inclusive?
Did you lose money in your investment in ZoomInfo Technologies Inc.?
Investors are encouraged to act promptly and submit a form at ZoomInfo Technologies Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by August 24, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of ZoomInfo between November 3, 2025 and May 11, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, ZoomInfo securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
FuelCell stock is challenging resistance. Why are FCEL shares at highs? The Fit Energy DealThe deal represents a major step in FuelCell’s pivot toward the AI data center power market, a segment where the company says more than 80% of its 1.5-gigawatt proposal pipeline is now concentrated.
The EXIM FinancingCritically, the financing is structured as a loan guarantee through EXIM’s program, making it non-dilutive—providing capital without a share sale, which had been a persistent concern among investors.
Analyst Consensus & Recent ActionsThe stock carries a Hold rating with an average price target of $22.00. Recent analyst moves include:
B. Riley Securities: Upgraded to Buy (Raises Target to $32.00) (June 29) UBS: Neutral (Raises Target to $22.00) (June 26) Jefferies: Upgraded to Buy (Raises Target to $24.00) (June 26) FuelCell Shares Shoot HigherFCEL Price Action: At the time of publication, FuelCell shares are trading 3.42% higher at $37.24, according to data from Benzinga Pro.
Image via Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Market News and Data brought to you by Benzinga APIs
I recommend a buy rating for FuelCell Energy (FCEL) due to its emerging data-center power demand and standardized product offering. FCEL's 12.5 MW standardized Energy Block targets rapid, repeatable deployments, with a proposal pipeline exceeding 5 GW—90% tied to data centers. The Fit Energy agreement secures an initial 30 MW tranche, validating FCEL's data-center strategy and supporting a 380 MW framework.
New program introduces AI-enabled capabilities to personalize support, streamline prescription processing, and help patients start and stay on therapy with greater ease and confidence
, /PRNewswire/ -- As specialty care becomes more complex, patients need faster, more connected, and personalized support. To help meet that need, Evernorth, the health services division of The Cigna Group (NYSE:CI), today unveiled Pharmacy Forward, a new AI-powered program designed to improve how patients access and experience specialty care. Launching first with Accredo Specialty Pharmacy – which serves patients with chronic and complex specialty conditions through condition-specific Therapeutic Resource Centers (TRCs) – the program is supported by a $100 million investment through 2028. This investment enables care teams to focus more on clinical care and patient outcomes while reducing prescription processing timelines and improving service responsiveness.
"Patients navigating complex health conditions need comprehensive, expert support, often during some of the most difficult moments in their lives," said Matt Perlberg, President of the Evernorth Health Services pharmacy and care delivery businesses, including Accredo, and Executive Vice President of Customer Innovation for The Cigna Group. "Pharmacy Forward reflects our commitment to meet patients where they are —delivering an even faster, more seamless experience while ensuring they receive the personalized support and clinical care they deserve."
A Smarter, Faster, More Personalized Specialty Pharmacy Experience
Pharmacy Forward applies AI across four core areas: clinical care, prescription intake, administration, and medication fulfillment:
Care Enablement — Supporting More Coordinated, Insight-Driven Care: Pharmacy Forward is expected to improve medication adherence beyond the industry standard of 80%, helping patients stay on therapy and achieve optimal health outcomes. By integrating clinical data and insights, AI-generated summaries, and predictive analytics, care teams can deliver more connected, informed support. This enables clinicians to proactively identify patients at risk of falling off therapy or experiencing adverse events, empowering earlier intervention, stronger coordination, and an improved patient experience. The program uses AI to free up more time for clinicians to focus on patient care and is expected to reduce clinician documentation time by up to 50%. Experience Accelerators – Improving the Patient Journey in Real Time: Pharmacy Forward uses AI-enabled tools to reach patients earlier in their care journey and deliver more proactive, personalized support. For example, Accredo has implemented AI-enabled scheduling so outreach occurs during patients' preferred call windows. Additionally, Accredo anticipates a 25% increase in use of personalized patient digital pathways, enabling more patients to complete routine steps on their own terms — getting answers faster, starting prescriptions through the app or website, and scheduling therapy more easily. Rx Readiness — Accelerating Time to Therapy: Pharmacy Forward is cutting the time it takes for patients to receive their medication after Accredo receives a prescription in half — helping patients start treatment sooner. By using AI to improve the completeness of prior authorization submissions, identify copay assistance eligibility, and ensure prescriptions are ready earlier in the process, the program is designed to streamline the time it takes to process a prescription and reduce delays in care. One Fulfillment Network — Delivering Medications Faster and More Reliably: Pharmacy Forward will enhance Accredo's ability to ship complex specialty medications from sites as close to a patient's home as possible, ensuring that 90% of patients are within a 1-day or same day ground shipping radius. To enable this, Accredo is expanding capacity, staffing, and capabilities at many of its nearly 40 care facilities to reduce the need for longer ground or air shipments, which are more susceptible to delays from adverse events such as weather. The enhancements will be supported by AI technology, for example, to continuously analyze factors such as patient location, delivery timing, and medication handling requirements to determine the most effective dispensing location. Together, these capabilities represent the next evolution of specialty pharmacy — combining AI, clinical expertise, and operational scale to create a more connected and responsive care experience. The program is expected to generate approximately $400 million in value by the end of 2028, helping make care more coordinated and personalized for the more than one million patients Accredo serves each year. Evernorth expects to extend many of these capabilities to its other pharmacies' operations in the coming years.
"AI is enabling us to fundamentally reimagine how we support each patient's journey," said Katya Andresen, Chief Data, Digital and AI Officer, The Cigna Group. "By responsibly combining real-time data, advanced analytics and deep clinical expertise, we can deliver more personalized, proactive support — helping people access the care they need faster and achieve better health outcomes."
About Evernorth Health Services
Evernorth Health Services is the pharmacy, care, and benefits solutions division of The Cigna Group (NYSE: CI). We create and deliver innovative, flexible, and people-first solutions that solve the most complex health care challenges. Evernorth is home to pioneering brands including Express Scripts, Express Scripts Pharmacy, Accredo, eviCore, and MD Live. We have more than 40,000 employees who work to make health care more affordable, predictable, and simple for the 190 million people we serve. Learn more at evernorth.com.
Media Contact
Justine Sessions
[email protected]
860-810-6523
NEW YORK, July 01, 2026 (GLOBE NEWSWIRE) -- Bernstein Liebhard LLP, a nationally acclaimed investor rights law firm, reminds Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS) investors of the July 27, 2026 deadline involving a securities fraud class action lawsuit commenced against the Company.
Should You Join The Zoetis Class Action Lawsuit:
Do you, or did you, own shares of Zoetis Inc. (NYSE: ZTS)?
Did you sell your shares between January 14, 2025 and May 6, 2026, inclusive?
Did you lose money in your investment in Zoetis Inc.?
Investors are encouraged to act promptly and submit a form at Zoetis Inc. Shareholder Class Action Lawsuit or contact Investor Relations Manager Peter Allocco at (212) 951-2030 or [email protected].
If you wish to serve as lead plaintiff for the Class, you must file papers by July 27, 2026. A lead plaintiff is a representative party acting on other class members’ behalf in directing the litigation. Your ability to share in any recovery doesn’t require that you serve as lead plaintiff. If you choose to take no action, you may remain an absent class member.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About The Lawsuit:
A lawsuit was filed on behalf of investors (the “Class”) who purchased or acquired the securities of Zoetis between January 14, 2025 and May 6, 2026, inclusive, alleging violations of the Securities Exchange Act of 1934 against the Company and certain of its senior officers.
The lawsuit alleges that defendants made materially false and misleading statements and omissions regarding the Company’s business operations, growth prospects, and financial stability. As a result of these alleged misrepresentations, Zoetis securities traded at artificially inflated prices during the Class Period. When the truth was disclosed, investors allegedly suffered significant losses.
About Bernstein Liebhard:
Since 1993, Bernstein Liebhard LLP has recovered over $3.5 billion for its clients. In addition to representing individual investors, the Firm has been retained by some of the largest public and private pension funds in the country to monitor their assets and pursue litigation on their behalf. As a result of its success litigating hundreds of class actions, the Firm has been named to The National Law Journal’s “Plaintiffs’ Hot List” thirteen times and listed in The Legal 500 for sixteen consecutive years.
Opportunity to bid on Toblerone Crystal Bar crafted by Swarovski – a hand-made crystal replica of the iconic triangular chocolate bar, individually numbered and certifiedGlobal charity auction across nine major international airports and online, with 100% of proceeds donated to local charity partnersLimited-edition Ultimate Gift Box adorned with Swarovski Crystals available in World Travel Retail locations worldwideCampaign deepens Toblerone’s premium positioning, reinforcing Mondelēz International’s strategy to lead in premium chocolate CHICAGO, July 01, 2026 (GLOBE NEWSWIRE) -- Mondelēz International, Inc. (Nasdaq: MDLZ) today announced The Ultimate Gift by its iconic triangular Toblerone brand - featuring the Toblerone Crystal Bar, an exclusive series crafted by Swarovski, renowned for creating the world's finest crystals. The campaign brings to life a limited series of hand-crafted crystal replicas of the original Toblerone chocolate bar. This marks a new milestone in the chocolate brand’s premium evolution and commitment to innovation.
As premium chocolate continues to grow faster than many other confectionery segments, the Toblerone Crystal Bar crafted by Swarovski elevates the brand into the realm of luxury collectibles and experiential gifting. It’s a natural extension for a brand long synonymous with travel, quality, and art of giving.
At the heart of the campaign is the Toblerone Crystal Bar crafted by Swarovski: a rare series of hand-made crystal replicas of the original Toblerone chocolate bar. Each piece is individually numbered, certified, and crafted by Swarovski.
From July 1-31, travelers passing through nine major international airports – Athens, Delhi, Doha, Dubai, Frankfurt, Madrid, New York JFK, Singapore, and Zurich – will encounter immersive pop-up experiences celebrating both brands. Travelers will also have the opportunity to bid in person on the Toblerone Crystal Bar crafted by Swarovski.
Each auction is linked to the airport’s own established charity partner, and 100% of the winning bids will be donated to the designated charity at each location. The auction is also open globally online, ensuring participation is not limited to people who are traveling.
“Toblerone has always been more than a chocolate bar – it’s an icon, a symbol of travel, and one of the world’s most recognized gifts,” said Iain Livingston, President, Toblerone & World Travel Retail, Mondelēz International. “The Toblerone Crystal Bar crafted by Swarovski is a natural expression of our commitment to premiumization and reflects our dedication to craft and quality, brought to life through Swarovski's crystal expertise, creating something truly extraordinary while raising funds for brilliant causes around the world.”
For those interested in taking part of the campaign home immediately, Toblerone is also launching a limited-edition Ultimate Gift Box adorned with Swarovski Crystals, available exclusively at World Travel Retail sites across airports globally from July through September.
About Mondelēz International
Mondelēz International, Inc. (Nasdaq: MDLZ) empowers people to snack right in over 150 countries around the world. With 2025 net revenues of approximately $38.5 billion, MDLZ is leading the future of snacking with iconic global and local brands such as Oreo, Ritz, LU, CLIF Bar and Tate's Bake Shop biscuits and baked snacks, as well as Cadbury Dairy Milk, Milka and Toblerone chocolate. Mondelēz International is a proud member of the Dow Jones Best-in-Class North America and World Indices, formerly Dow Jones Sustainability Indices. Visit www.mondelezinternational.com or follow the company on X at x.com/MDLZ.
ABOUT TOBLERONE
In 1908, Theodor Tobler and Emil Baumann invented a unique chocolate: Toblerone. "Toblerone" is a portmanteau of "Tobler" and "Torrone," the Italian term for honey-almond nougat. Its distinctive triangular shape has been recognised around the world ever since. Today, production remains based in Bern Brünnen, where employees work with great passion every day — producing up to 4 million Toblerone products daily, with around 90 percent of all Toblerone sold worldwide manufactured right there in Bern.
Toblerone has never been square. Not in shape. Not in spirit. And not in ambition. Never Square is the belief that the best things in life refuse to conform — and that the most interesting gifts are rarely the obvious ones.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. All statements other than statements of historical fact are “forward-looking statements” for purposes of federal and state securities laws, including, but not limited to, any statements of the plans, strategies, and objectives of management; any statements regarding our sustainability strategies, goals, and initiatives; any statements regarding future economic conditions or performance; any statements of belief or expectation; and any statements of assumptions underlying any of the foregoing or other future events. Forward-looking statements may include, among others, the words, and variations of words, “will,” “may,” “expect,” “would,” “could,” “might,” “intend,” “plan,” “believe,” “likely,” “estimate,” “anticipate,” “objective,” “predict,” “project,” “drive,” “seek,” “aim,” “target,” “potential,” “commitment,” “outlook,” “continue,” or any other similar words. These forward-looking statements are subject to change and to inherent risks and uncertainties, many of which are beyond Mondelēz International’s control, which could cause Mondelēz International’s actual results or outcomes to differ materially from those projected or assumed in these forward-looking statements. Please also see Mondelēz International’s risk factors, as they may be amended from time to time, set forth in its filings with the U.S. Securities and Exchange Commission, including its most recently filed Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q. There may be other factors not presently known to Mondelēz International or which it currently considers to be immaterial that could cause Mondelēz International’s actual results to differ materially from those projected in any forward-looking statements it makes. Mondelēz International disclaims and does not undertake any obligation to update or revise any forward-looking statement in this press release, except as required by applicable law or regulation.
Contacts: Desiree BattagliaVicky KummerShep Dunlap (Mondelēz Media)(Toblerone Media)(Investors) 1-847-943-4772+41 79 563 36 631-847-943-5454 [email protected]@mdlz.com [email protected] Photos accompanying this announcement are available at:
Bid on the Ultimate Gift People can bid on the Toblerone Crystal Bar, an exclusive series crafted by Swarovski, from July 1-3... Limited-Edition Ultimate Gift Box Adorned with Swarovski Crystals Toblerone is launching a limited-edition Ultimate Gift Box adorned with Swarovski Crystals, availabl...
