Track market-moving stories before they get noisy

Many top artificial intelligence (AI) stocks have underwhelmed recently. Palantir Technologies stock, for example, is down 25% so far this year, while semiconductor king Nvidia is slightly underperforming the S&P 500.

Taiwan Semiconductor Manufacturing (TSM +5.67%) stock, though, is outperforming the market, up 32% year to date. Here's why it's my favorite AI stock to buy right now, and why the market agrees.

The AI chipmaker's partner Companies like Nvidia and Broadcom design semiconductors, but they don't physically produce them. They partner with Taiwan Semiconductor (TSMC), the largest chip foundry in the world. TSMC works with nearly all the world's top tech companies, including Apple, Alphabet, and Advanced Micro Devices.

Image source: Taiwan Semiconductor Manufacturing.

According to Counterpoint Research, it controls 73% of the chip manufacturing market, and that share has increased over the past few years. Moreover, management recently addressed concerns of rising competition by noting its secret recipe of "technology, manufacturing, and customer trust."

While competitors like Terafab and Samsung Foundry are making inroads into the business, TSMC is investing deeply in keeping its lead. On its second-quarter earnings call, it announced plans to invest another $100 billion in its Arizona foundry, bringing its total to $265 billion. While it just built its first facility there, CEO C.C. Wei said that it's planning to open four more, in addition to opening fabs at other U.S. locations. Having its fabs located in U.S., where it can work alongside its megaclients, should be good for business.

The diversified model Once upon a time, Taiwan Semi was briefly a Warren Buffett stock, and it fits the Buffett model in many ways. But he only held the position for a period of months before selling it. He later explained that he had made the move because, in light of the unique issues that Taiwan faces, he would prefer to invest in a company just as good as TSMC, but in the U.S.

One feature of TSMC that stands out as a Buffett-stock quality -- and that also makes it my favorite AI stock to buy today -- is its diversified revenue base. Wei noted on the earnings call that the rise of agentic AI will be good for its business.

"We believe this is positive for TSMC," he said, "as no matter what CPU approach is taken, whether it's x86, ARM-based, or RISC-V architecture, they are almost all TSMC's customers."

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Taiwan Semiconductor services all the tech giants with whatever kinds of technology they need. And it's not just AI; it makes the chips for smartphones, autonomous vehicles, and more. Whether clients change or trends change, if they have a need for cutting-edge semiconductors, they partner with TSMC.

Taiwan Semi's stock fell after its outstanding second-quarter report, which appears to be a signal of investor wariness about high levels of AI infrastructure spending. If the hyperscalers cut back on their capital expenditures, that will impact TSMC's revenue -- in the short run. TSMC's management is still planning for increased demand, but whatever ends up happening now, the company is well placed to power the future of technology.

Jennifer Saibil has positions in Apple and Taiwan Semiconductor Manufacturing. The Motley Fool has positions in and recommends Advanced Micro Devices, Alphabet, Apple, Broadcom, Nvidia, Palantir Technologies, and Taiwan Semiconductor Manufacturing. The Motley Fool has a disclosure policy.

In the latest close session, Medtronic (MDT - Free Report) was down 1.13% at $82.35. The stock fell short of the S&P 500, which registered a gain of 0.89% for the day. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.

Shares of the medical device company have appreciated by 5.07% over the course of the past month, outperforming the Medical sector's gain of 4.77%, and the S&P 500's loss of 0.63%.

Analysts and investors alike will be keeping a close eye on the performance of Medtronic in its upcoming earnings disclosure. The company's earnings report is set to go public on September 1, 2026. The company is forecasted to report an EPS of $1.39, showcasing a 10.32% upward movement from the corresponding quarter of the prior year. At the same time, our most recent consensus estimate is projecting a revenue of $9.48 billion, reflecting a 10.53% rise from the equivalent quarter last year.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $5.94 per share and a revenue of $38.66 billion, indicating changes of +7.41% and +6.33%, respectively, from the former year.

Investors might also notice recent changes to analyst estimates for Medtronic. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 0.03% rise in the Zacks Consensus EPS estimate. Currently, Medtronic is carrying a Zacks Rank of #4 (Sell).

In terms of valuation, Medtronic is currently trading at a Forward P/E ratio of 14.01. This represents a discount compared to its industry average Forward P/E of 19.35.

Also, we should mention that MDT has a PEG ratio of 2.23. The PEG ratio is similar to the widely-used P/E ratio, but this metric also takes the company's expected earnings growth rate into account. The Medical - Products was holding an average PEG ratio of 1.75 at yesterday's closing price.

The Medical - Products industry is part of the Medical sector. This industry, currently bearing a Zacks Industry Rank of 167, finds itself in the bottom 33% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

To follow MDT in the coming trading sessions, be sure to utilize Zacks.com.

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Did you buy INTU securities between August 22, 2025 and May 20, 2026?

Affected INTU Investor Summary

Who: Intuit Inc. (NASDAQ: INTU) What: Securities fraud class action lawsuit filed Class Period: August 22, 2025 through May 20, 2026 Deadline to Seek Lead Plaintiff Status: September 9, 2026 Key Lawsuit Allegations: Material misstatements and/or omissions concerning the strength of the company’s tax-related business. Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options RADNOR, Pa.--(BUSINESS WIRE)--Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Intuit Inc. (Intuit) (NASDAQ: INTU) on behalf of those who purchased or acquired Intuit securities between August 22, 2025 and May 20, 2026, inclusive. The lawsuit is filed in the United States District Court for the Northern District of California and is captioned Baldwin v. Intuit Inc., No. 3:26-cv-07086 (N.D. Cal.). Investors have until September 9, 2026, to file for lead plaintiff status.

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:

If you purchased or acquired Intuit Inc. securities and have lost money on your investment, please provide your information here: https://www.ktmc.com/intu-intuit-inc-class-action-lawsuit?utm_source=Businesswire&utm_medium=pressrelease&utm_campaign=intu&mktm=PR

You can also contact attorney Jonathan Naji, Esq. by calling (484) 270-1453 or by email at [email protected]. There is no cost or obligation to speak with an attorney.

INTUIT INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:

The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, and/or failed to disclose material adverse facts about the company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) Intuit overstated its competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, increasing competitive and pricing pressures; (3) Intuit’s previously issued full year 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

Why did Intuit’s Stock Drop?

On May 20, 2026, before the market opened, Reuters reported Intuit was laying off about 17% of its global workforce, or about 3,000 employees worldwide, to streamline operations, and was winding down its Reno and Woodland Hills offices as part of a strategic restructuring. On this news, the price of Intuit common stock declined $15.78 per share, or approximately 3.9%, from a close of $399.71 per share on May 19, 2026, to close at $383.93 per share on May 20, 2026.

On May 20, 2026, after the market closed, Intuit announced its third quarter fiscal year 2026 financial results and revealed revenue growth of only 7% year-over-year, versus consensus estimates of at least 8%. During the corresponding earnings call, Intuit acknowledged that TurboTax did not have “the overall tax season we expected” and that TurboTax online paying units were expected to grow by only 2% as total Internal Revenue Service filers were expected to decline by approximately 30 basis points, representing the “most significant industry-wide contraction since the post-COVID tax season.” On this news, the price of Intuit common stock declined $76.86 per share, or approximately 20%, from a close of $383.93 per share on May 20, 2026, to close at $307.07 per share on May 21, 2026.

WHAT INTUIT INC. INVESTORS CAN DO NOW:

File to be lead plaintiff by September 9, 2026. Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you. Retain counsel of choice or take no action. THE LEAD PLAINTIFF PROCESS FOR INTUIT INC. INVESTORS:

Intuit investors may, no later than September 9, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

Kessler Topaz Meltzer & Check, LLP encourages Intuit investors to contact the firm for more information.

ABOUT KESSLER TOPAZ MELTZER & CHECK, LLP (KTMC):

Kessler Topaz Meltzer & Check, LLP (KTMC) is a leading U.S. plaintiff-side law firm focused on securities-fraud class actions and global investor protection. The firm represents individual investors as well as institutions, such as major pension funds, asset managers, and international investors. KTMC has led some of the largest recoveries in securities litigation and has been recognized by peers and the legal media with numerous accolades, including being recognized in Chambers & Partners USA 2026 as a Band 1 Top Firm in Securities and Class Actions, Legal 500’s Tier 1 Rankings for Securities and M&A Litigation, The National Law Journal’s Plaintiff’s Hot List and Trailblazers in Plaintiffs' Law, BTI Consulting Group’s Honor Roll of Most Feared Law Firms, The Legal Intelligencer’s Class Action Firm of the Year, Lawdragon’s Leading Plaintiff Financial Lawyers, and Law360’s Titans of the Plaintiffs Bar. The firm operates globally with offices in Pennsylvania and California. KTMC has recovered over $25 billion for our clients and the classes they represent. The complaint in this matter was not filed by KTMC.

May be considered attorney advertising in certain jurisdictions. Past results do not guarantee future outcomes.

More News From Kessler Topaz Meltzer & Check, LLP

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Gold price (XAU/USD) gains ground to around $4,080 during the early Asian session on Wednesday. The precious metal rebounds as safe-haven demand intensified globally after retreating to the $4,000 psychological level in the previous session. 

Renewed military tensions between the United States (US) and Iran have injected high volatility into commodities, prompting traders to rotate capital back into safe-haven yellow metal. Additionally, analysts said that the buying comes with the macro backdrop largely unchanged. “Today’s move looks more like dip-buying than a response to new headlines,” said Ewa Manthey, commodities strategist at ING. 

Traders continue to weigh escalations in the US-Iran war. The US Central Command (CENTCOM) has carried out its 11th consecutive night of strikes on Iran since US President Donald Trump declared the ceasefire “over,” while Tehran’s forces have struck US military assets across the Middle East and its Houthi allies have declared a maritime embargo against Saudi Arabia.

Markets will closely monitor Middle East tensions for signs that higher energy costs could stoke inflation, putting pressure on the Federal Reserve (Fed) to tighten policy. Swap traders see low odds of the Fed raising rates at its next meeting in July after softer US inflation data, although traders have fully priced in at least one hike by the end of the year.

Gold FAQs Gold has played a key role in human’s history as it has been widely used as a store of value and medium of exchange. Currently, apart from its shine and usage for jewelry, the precious metal is widely seen as a safe-haven asset, meaning that it is considered a good investment during turbulent times. Gold is also widely seen as a hedge against inflation and against depreciating currencies as it doesn’t rely on any specific issuer or government.

Central banks are the biggest Gold holders. In their aim to support their currencies in turbulent times, central banks tend to diversify their reserves and buy Gold to improve the perceived strength of the economy and the currency. High Gold reserves can be a source of trust for a country’s solvency. Central banks added 1,136 tonnes of Gold worth around $70 billion to their reserves in 2022, according to data from the World Gold Council. This is the highest yearly purchase since records began. Central banks from emerging economies such as China, India and Turkey are quickly increasing their Gold reserves.

Gold has an inverse correlation with the US Dollar and US Treasuries, which are both major reserve and safe-haven assets. When the Dollar depreciates, Gold tends to rise, enabling investors and central banks to diversify their assets in turbulent times. Gold is also inversely correlated with risk assets. A rally in the stock market tends to weaken Gold price, while sell-offs in riskier markets tend to favor the precious metal.

The price can move due to a wide range of factors. Geopolitical instability or fears of a deep recession can quickly make Gold price escalate due to its safe-haven status. As a yield-less asset, Gold tends to rise with lower interest rates, while higher cost of money usually weighs down on the yellow metal. Still, most moves depend on how the US Dollar (USD) behaves as the asset is priced in dollars (XAU/USD). A strong Dollar tends to keep the price of Gold controlled, whereas a weaker Dollar is likely to push Gold prices up.

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CNBC's Jim Cramer on Tuesday emphasized the importance of diversifying beyond the market's hottest artificial intelligence winners.

"I don't want you getting blown out because you owned nothing but semis and the group has a bad day," the "Mad Money" host said, referencing how investing with borrowed money can heighten the consequences of hot stocks cooling off.

Many stocks tied to AI infrastructure and data centers have posted extraordinary gains over the past year, particularly memory-chip makers like Micron and Western Digital. However, recent pullbacks across that cohort have highlighted how quickly momentum can reverse. While Cramer said he remains bullish on the long-term outlook for the AI trade, he warned that no single investment theme should dominate a portfolio.

"I'm not anti-tech. But I do like diversification," he said.

Cramer pointed to the investors who lost fortunes by concentrating their portfolios in internet stocks during the dot-com bubble and financial institutions ahead of the Great Recession. He said he witnessed firsthand how quickly leveraged bets on a single sector could wipe out even sophisticated investors.

"I've seen so many people never ever come back" from owning stocks that went to zero during the dot-com crash, Cramer said.

Rather than abandoning technology altogether, Cramer said investors should broaden their exposure by owning high-quality companies benefiting from different long-term trends.

He highlighted Johnson & Johnson for its innovative drug pipeline and 3M for its renewed focus on innovation across a variety of industries. Cramer also pointed to CVS Health's combination of retail pharmacies and health insurance, as well as financial firms such as Goldman Sachs, Wells Fargo and BNY, arguing they offer compelling growth opportunities at valuations well below many AI leaders. Cramer's Charitable Trust, the portfolio run by CNBC's Investing Club, owns shares of Johnson & Johnson, Goldman Sachs and Wells Fargo.

"It just doesn't make sense to me why you can't diversify into these other stocks and make money, something we do with my Charitable Trust, where we've given out almost $5 million in gains by being diversified through thick and thin for 25 years," Cramer said.

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Autodesk (ADSK - Free Report) closed at $211.15 in the latest trading session, marking a -3.05% move from the prior day. This change lagged the S&P 500's daily gain of 0.89%. On the other hand, the Dow registered a gain of 0.74%, and the technology-centric Nasdaq increased by 1.29%.

The design software company's shares have seen an increase of 16.02% over the last month, surpassing the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.

The upcoming earnings release of Autodesk will be of great interest to investors. The company's earnings per share (EPS) are projected to be $3.12, reflecting a 19.08% increase from the same quarter last year. Meanwhile, our latest consensus estimate is calling for revenue of $2.01 billion, up 13.96% from the prior-year quarter.

For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $12.58 per share and a revenue of $8.19 billion, representing changes of +20.61% and +13.65%, respectively, from the prior year.

Any recent changes to analyst estimates for Autodesk should also be noted by investors. Such recent modifications usually signify the changing landscape of near-term business trends. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.01% higher. Autodesk is currently a Zacks Rank #3 (Hold).

From a valuation perspective, Autodesk is currently exchanging hands at a Forward P/E ratio of 17.32. This represents a discount compared to its industry average Forward P/E of 19.97.

Meanwhile, ADSK's PEG ratio is currently 1.03. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Internet - Software was holding an average PEG ratio of 1.1 at yesterday's closing price.

The Internet - Software industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 85, placing it within the top 35% of over 250 industries.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Be sure to use Zacks.com to monitor all these stock-influencing metrics, and more, throughout the forthcoming trading sessions.

Roblox (RBLX - Free Report) ended the recent trading session at $52.50, demonstrating a -1.41% change from the preceding day's closing price. This change lagged the S&P 500's daily gain of 0.89%. Meanwhile, the Dow experienced a rise of 0.74%, and the technology-dominated Nasdaq saw an increase of 1.29%.

Heading into today, shares of the online gaming platform had gained 12.65% over the past month, outpacing the Consumer Discretionary sector's loss of 2.14% and the S&P 500's loss of 0.63%.

Investors will be eagerly watching for the performance of Roblox in its upcoming earnings disclosure. The company's earnings report is set to be unveiled on July 30, 2026. On that day, Roblox is projected to report earnings of -$0.34 per share, which would represent year-over-year growth of 17.07%. Simultaneously, our latest consensus estimate expects the revenue to be $1.59 billion, showing a 10.79% escalation compared to the year-ago quarter.

Looking at the full year, the Zacks Consensus Estimates suggest analysts are expecting earnings of -$1.44 per share and revenue of $7.48 billion. These totals would mark changes of +6.49% and +10.15%, respectively, from last year.

Investors should also pay attention to any latest changes in analyst estimates for Roblox. Such recent modifications usually signify the changing landscape of near-term business trends. Consequently, upward revisions in estimates express analysts' positivity towards the business operations and its ability to generate profits.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Over the past month, there's been a 0.57% rise in the Zacks Consensus EPS estimate. Roblox is holding a Zacks Rank of #3 (Hold) right now.

The Gaming industry is part of the Consumer Discretionary sector. This industry, currently bearing a Zacks Industry Rank of 182, finds itself in the bottom 27% echelons of all 250+ industries.

The Zacks Industry Rank evaluates the power of our distinct industry groups by determining the average Zacks Rank of the individual stocks forming the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Nucor (NUE - Free Report) closed at $233.20 in the latest trading session, marking a +1.07% move from the prior day. The stock's performance was ahead of the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Coming into today, shares of the steel company had lost 5.79% in the past month. In that same time, the Basic Materials sector lost 8.24%, while the S&P 500 lost 0.63%.

The investment community will be closely monitoring the performance of Nucor in its forthcoming earnings report. The company is scheduled to release its earnings on July 27, 2026. In that report, analysts expect Nucor to post earnings of $4.52 per share. This would mark year-over-year growth of 73.85%. Meanwhile, the latest consensus estimate predicts the revenue to be $9.87 billion, indicating a 16.71% increase compared to the same quarter of the previous year.

NUE's full-year Zacks Consensus Estimates are calling for earnings of $17.59 per share and revenue of $38.34 billion. These results would represent year-over-year changes of +128.15% and +17.99%, respectively.

It's also important for investors to be aware of any recent modifications to analyst estimates for Nucor. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. The Zacks Consensus EPS estimate has moved 5.74% higher within the past month. Nucor presently features a Zacks Rank of #2 (Buy).

Looking at valuation, Nucor is presently trading at a Forward P/E ratio of 13.12. This signifies a discount in comparison to the average Forward P/E of 13.27 for its industry.

It's also important to note that NUE currently trades at a PEG ratio of 0.53. Comparable to the widely accepted P/E ratio, the PEG ratio also accounts for the company's projected earnings growth. The Steel - Producers industry currently had an average PEG ratio of 0.41 as of yesterday's close.

The Steel - Producers industry is part of the Basic Materials sector. With its current Zacks Industry Rank of 42, this industry ranks in the top 18% of all industries, numbering over 250.

The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

On July 21, 2026, Chubb Ltd (CB) released its 8-K filing, showcasing its financial performance for the second quarter. The company reported a net income of $2.8

Chubb (CB - Free Report) came out with quarterly earnings of $7.26 per share, beating the Zacks Consensus Estimate of $6.63 per share. This compares to earnings of $6.14 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +9.50%. A quarter ago, it was expected that this insurer would post earnings of $6.48 per share when it actually produced earnings of $6.82, delivering a surprise of +5.25%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

Chubb, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $15.77 billion for the quarter ended June 2026, missing the Zacks Consensus Estimate by 0.8%. This compares to year-ago revenues of $14.81 billion. The company has topped consensus revenue estimates three times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

Chubb shares have added about 13% since the beginning of the year versus the S&P 500's gain of 8.7%.

What's Next for Chubb?While Chubb has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for Chubb was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $6.33 on $16.81 billion in revenues for the coming quarter and $26.77 on $64.36 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the bottom 38% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

One other stock from the same industry, The Hartford Insurance Group (HIG - Free Report) , is yet to report results for the quarter ended June 2026. The results are expected to be released on July 23.

This insurance and financial services company is expected to post quarterly earnings of $3.13 per share in its upcoming report, which represents a year-over-year change of -8.2%. The consensus EPS estimate for the quarter has been revised 2% lower over the last 30 days to the current level.

The Hartford Insurance Group's revenues are expected to be $5.19 billion, up 6% from the year-ago quarter.

Calgary, Alberta--(Newsfile Corp. - July 21, 2026) - Suncor Energy (TSX: SU) (NYSE: SU) will release its second quarter financial results on August 4, 2026 before 5:00 p.m. MT (7:00 p.m. ET).

A webcast to review the second quarter will be held on August 5, 2026 at 7:30 a.m. MT (9:30 a.m. ET). A question and answer period with analysts will follow brief remarks from management.

To listen to the webcast, please follow the instructions provided at https://www.suncor.com/en ca/investors/events-and-presentations. The event will be archived for 90 days.

Suncor Energy - Canada's leading integrated energy company
Suncor's operations span the full energy value chain, including oil sands mining and in situ operations, upgrading, offshore production, petroleum refining in Canada and the U.S., marketing and trading, and nationwide Petro-Canada™ retail and wholesale networks - delivering reliable energy that fuels economic growth and meets the needs of customers across Canada and globally. With an unwavering focus on safety, operational excellence, and profitability, Suncor is committed to delivering industry-leading performance and long-term shareholder value. Suncor's common shares (symbol: SU) are listed on the Toronto and New York stock exchanges.

For more information, visit suncor.com or find us on LinkedIn, Instagram and Facebook.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/306000

Source: Suncor Energy Inc.

CrowdStrike Holdings (CRWD - Free Report) closed the most recent trading day at $191.15, moving -3.7% from the previous trading session. The stock fell short of the S&P 500, which registered a gain of 0.89% for the day. Elsewhere, the Dow saw an upswing of 0.74%, while the tech-heavy Nasdaq appreciated by 1.29%.

The cloud-based security company's stock has climbed by 17.55% in the past month, exceeding the Computer and Technology sector's loss of 6.6% and the S&P 500's loss of 0.63%.

Investors will be eagerly watching for the performance of CrowdStrike Holdings in its upcoming earnings disclosure. On that day, CrowdStrike Holdings is projected to report earnings of $0.29 per share, which would represent year-over-year growth of 26.09%. Meanwhile, the latest consensus estimate predicts the revenue to be $1.44 billion, indicating a 23.19% increase compared to the same quarter of the previous year.

Regarding the entire year, the Zacks Consensus Estimates forecast earnings of $1.23 per share and revenue of $5.94 billion, indicating changes of +32.26% and +23.49%, respectively, compared to the previous year.

Investors should also note any recent changes to analyst estimates for CrowdStrike Holdings. These latest adjustments often mirror the shifting dynamics of short-term business patterns. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Empirical research indicates that these revisions in estimates have a direct correlation with impending stock price performance. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.

Ranging from #1 (Strong Buy) to #5 (Strong Sell), the Zacks Rank system has a proven, outside-audited track record of outperformance, with #1 stocks returning an average of +25% annually since 1988. Over the past month, there's been a 2.38% rise in the Zacks Consensus EPS estimate. CrowdStrike Holdings is holding a Zacks Rank of #4 (Sell) right now.

Looking at valuation, CrowdStrike Holdings is presently trading at a Forward P/E ratio of 160.94. This signifies a premium in comparison to the average Forward P/E of 50.85 for its industry.

Also, we should mention that CRWD has a PEG ratio of 5.81. The PEG ratio bears resemblance to the frequently used P/E ratio, but this parameter also includes the company's expected earnings growth trajectory. As of the close of trade yesterday, the Security industry held an average PEG ratio of 3.24.

The Security industry is part of the Computer and Technology sector. At present, this industry carries a Zacks Industry Rank of 40, placing it within the top 17% of over 250 industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.

Li Auto Inc. Sponsored ADR (LI - Free Report) closed the most recent trading day at $12.21, moving -1.29% from the previous trading session. The stock's change was less than the S&P 500's daily gain of 0.89%. Meanwhile, the Dow experienced a rise of 0.74%, and the technology-dominated Nasdaq saw an increase of 1.29%.

The stock of company has fallen by 3.51% in the past month, leading the Auto-Tires-Trucks sector's loss of 6.09% and undershooting the S&P 500's loss of 0.63%.

Analysts and investors alike will be keeping a close eye on the performance of Li Auto Inc. Sponsored ADR in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of -$0.01, marking a 107.14% fall compared to the same quarter of the previous year. At the same time, our most recent consensus estimate is projecting a revenue of $3.73 billion, reflecting a 11.77% fall from the equivalent quarter last year.

LI's full-year Zacks Consensus Estimates are calling for earnings of -$0.08 per share and revenue of $18.69 billion. These results would represent year-over-year changes of -153.33% and +18.63%, respectively.

Investors should also note any recent changes to analyst estimates for Li Auto Inc Sponsored ADR. These revisions typically reflect the latest short-term business trends, which can change frequently. As such, positive estimate revisions reflect analyst optimism about the business and profitability.

Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, which ranges from #1 (Strong Buy) to #5 (Strong Sell), has an impressive outside-audited track record of outperformance, with #1 stocks generating an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 17.07% downward. Li Auto Inc. Sponsored ADR presently features a Zacks Rank of #4 (Sell).

The Automotive - Foreign industry is part of the Auto-Tires-Trucks sector. This industry currently has a Zacks Industry Rank of 167, which puts it in the bottom 33% of all 250+ industries.

The Zacks Industry Rank assesses the vigor of our specific industry groups by computing the average Zacks Rank of the individual stocks incorporated in the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

Fortinet (FTNT - Free Report) closed the most recent trading day at $158.10, moving -1.41% from the previous trading session. The stock trailed the S&P 500, which registered a daily gain of 0.89%. Elsewhere, the Dow saw an upswing of 0.74%, while the tech-heavy Nasdaq appreciated by 1.29%.

Shares of the network security company witnessed a gain of 10.3% over the previous month, beating the performance of the Computer and Technology sector with its loss of 6.6%, and the S&P 500's loss of 0.63%.

Analysts and investors alike will be keeping a close eye on the performance of Fortinet in its upcoming earnings disclosure. The company's earnings report is set to go public on July 29, 2026. It is anticipated that the company will report an EPS of $0.75, marking a 17.19% rise compared to the same quarter of the previous year. In the meantime, our current consensus estimate forecasts the revenue to be $1.88 billion, indicating a 15.44% growth compared to the corresponding quarter of the prior year.

For the full year, the Zacks Consensus Estimates project earnings of $3.15 per share and a revenue of $7.8 billion, demonstrating changes of +14.13% and +14.67%, respectively, from the preceding year.

Investors should also note any recent changes to analyst estimates for Fortinet. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.

Based on our research, we believe these estimate revisions are directly related to near-term stock moves. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has moved 0.68% higher. At present, Fortinet boasts a Zacks Rank of #1 (Strong Buy).

In terms of valuation, Fortinet is presently being traded at a Forward P/E ratio of 50.85. This expresses no noticeable deviation compared to the average Forward P/E of 50.85 of its industry.

We can additionally observe that FTNT currently boasts a PEG ratio of 3.87. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The average PEG ratio for the Security industry stood at 3.24 at the close of the market yesterday.

The Security industry is part of the Computer and Technology sector. This industry, currently bearing a Zacks Industry Rank of 40, finds itself in the top 17% echelons of all 250+ industries.

The Zacks Industry Rank gauges the strength of our industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.

© Spencer Platt / Getty Images

Jim Cramer used his Tuesday, July 20, CNBC Squawk on the Street appearance to lay out one of his most emphatic sector rotation calls of the year: move away from semiconductors, software, and AI-linked mega-caps, and toward banks, trucking, and steadier cash-flow industrials. The 10-year Treasury sits at 4.55%, the VIX at 18.77 has jumped 24.9% in a week, and Cramer says chip volatility is at a 30-year high versus the market.

Cramer framed the daily experience of owning tech vividly: “Every day when you come in, when you’re with tech… you’re basically tied up in front of a freight train on the tracks, and someone cuts it just before you die. And I don’t want that. I would rather be in JP Morgan.“ He added, “With the exception of Apple, I fully expect at the end of the day to be down. Maybe today’s the day where I make some money in Micron. But right now… can I please be in a trucking company that’s about to report?”

Cramer Rotates Into Banks as JPMorgan’s Earnings Soar JPMorgan Chase (NYSE:JPM | JPM Price Prediction) posted Q2 2026 EPS of $7.70 versus a $5.80 estimate, revenue of $57.35 billion, and ROTCE of 23%. Equity Markets revenue jumped 86% year over year to $6.03 billion, and the board authorized a fresh $50 billion buyback. Wells Fargo (NYSE:WFC) reported similarly strong results on July 14.

JPMorgan CEO Jamie Dimon said the U.S. economy has “demonstrated notable resiliency this year, with stronger business investment and hiring,” aided by AI-driven capital investment and fiscal stimulus. Shares trade at a trailing P/E of 15 with an analyst price target of $367.45, indicating analysts see a sliver of upside from the stock’s $345.23 share price at the market’s close on Tuesday.

J.B. Hunt’s Intermodal Profit Climbs 58% J.B. Hunt Transport Services (NASDAQ:JBHT) delivered Q2 EPS of $1.91 versus $1.73 expected on revenue of $3.50 billion, up 19.4%. Intermodal revenue rose 22% to $1.75 billion with operating income up 58%. These are terrific results, and similar strength might be coming for the rest of the sector.

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

The stock is up 50.11% year to date and 97.05% over the past year, making it a low-drama compounding profile that might be worth a look today.

Corning’s 100-Point Reversal Shows Why Cramer Is Leaving Volatility Behind Corning (NYSE:GLW) crystallized Cramer’s frustration. “I owned Corning for the trust. It went up 100 [basis] points over a period of a month. I was a genius then. It lost 100 points in two days. I’m an idiot,” he said. Shares are down 21.45% over the past month, yet still up 186.6% over the past year.

Optical Communications revenue rose 36% year over year to $1.85 billion on AI data center demand, and CEO Wendell Weeks said Corning “finalized two more hyperscaler deals similar in size and duration to our recently announced multiyear, up-to-$6 billion agreement with Meta.”

What to Watch Next Cramer believes extreme volatility has made technology stocks tough to own right now. Today, he prefers banks and trucking companies such as JPMorgan and J.B. Hunt, which offer strong earnings growth and steadier cash flow. The broader-market rotation could continue if AI spending slows and investors keep moving away from speculative technology stocks.

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

Contact [email protected] for any questions or corrections.

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In the latest close session, Zoetis (ZTS - Free Report) was down 1.12% at $75.35. The stock's change was less than the S&P 500's daily gain of 0.89%. Elsewhere, the Dow gained 0.74%, while the tech-heavy Nasdaq added 1.29%.

Shares of the animal health company witnessed a gain of 0.41% over the previous month, trailing the performance of the Medical sector with its gain of 4.77%, and outperforming the S&P 500's loss of 0.63%.

The upcoming earnings release of Zoetis will be of great interest to investors. The company's earnings report is expected on August 6, 2026. The company is expected to report EPS of $1.85, up 5.11% from the prior-year quarter. Our most recent consensus estimate is calling for quarterly revenue of $2.49 billion, up 1.42% from the year-ago period.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $6.89 per share and a revenue of $9.72 billion, indicating changes of +7.49% and +2.69%, respectively, from the former year.

Any recent changes to analyst estimates for Zoetis should also be noted by investors. These revisions help to show the ever-changing nature of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the business outlook.

Research indicates that these estimate revisions are directly correlated with near-term share price momentum. To benefit from this, we have developed the Zacks Rank, a proprietary model which takes these estimate changes into account and provides an actionable rating system.

The Zacks Rank system, ranging from #1 (Strong Buy) to #5 (Strong Sell), possesses a remarkable history of outdoing, externally audited, with #1 stocks returning an average annual gain of +25% since 1988. The Zacks Consensus EPS estimate has moved 0.09% lower within the past month. Zoetis presently features a Zacks Rank of #4 (Sell).

Looking at valuation, Zoetis is presently trading at a Forward P/E ratio of 11.06. This valuation marks a discount compared to its industry average Forward P/E of 17.11.

Also, we should mention that ZTS has a PEG ratio of 1.19. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. ZTS's industry had an average PEG ratio of 1.73 as of yesterday's close.

The Medical - Drugs industry is part of the Medical sector. Currently, this industry holds a Zacks Industry Rank of 100, positioning it in the top 41% of all 250+ industries.

The Zacks Industry Rank is ordered from best to worst in terms of the average Zacks Rank of the individual companies within each of these sectors. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Don't forget to use Zacks.com to keep track of all these stock-moving metrics, and others, in the upcoming trading sessions.

ZIM Integrated Shipping Services (ZIM - Free Report) closed the most recent trading day at $24.92, moving +2.51% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.89%. Meanwhile, the Dow gained 0.74%, and the Nasdaq, a tech-heavy index, added 1.29%.

Shares of the container shipping company have depreciated by 3.8% over the course of the past month, underperforming the Transportation sector's gain of 4.54%, and the S&P 500's loss of 0.63%.

Investors will be eagerly watching for the performance of ZIM Integrated Shipping Services in its upcoming earnings disclosure. In that report, analysts expect ZIM Integrated Shipping Services to post earnings of -$0.1 per share. This would mark a year-over-year decline of 152.63%. Meanwhile, our latest consensus estimate is calling for revenue of $1.63 billion, down 0.58% from the prior-year quarter.

In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $3.15 per share and a revenue of $7.05 billion, indicating changes of +2.27% and +2.09%, respectively, from the former year.

Investors should also take note of any recent adjustments to analyst estimates for ZIM Integrated Shipping Services. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.

Our research shows that these estimate changes are directly correlated with near-term stock prices. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.

The Zacks Rank system ranges from #1 (Strong Buy) to #5 (Strong Sell). It has a remarkable, outside-audited track record of success, with #1 stocks delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has shifted 143.51% upward. Currently, ZIM Integrated Shipping Services is carrying a Zacks Rank of #1 (Strong Buy).

In terms of valuation, ZIM Integrated Shipping Services is currently trading at a Forward P/E ratio of 7.72. This signifies a discount in comparison to the average Forward P/E of 8.81 for its industry.

The Transportation - Shipping industry is part of the Transportation sector. With its current Zacks Industry Rank of 62, this industry ranks in the top 26% of all industries, numbering over 250.

The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.

Make sure to utilize Zacks.com to follow all of these stock-moving metrics, and more, in the coming trading sessions.

Synchrony Financial shares have declined despite solid purchase volume growth and improving loan balances. Loan growth is expected to drive higher net interest income in 2H 2026, with Net Interest Margin for the year forecasted at 15.5%, an improvement from 2025. Synchrony's aggressive buybacks and a 13.3% dividend provide attractive shareholder returns. The forward P/E is now a compelling 7.8.

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UiPath (PATH 1.11%), an artificial intelligence (AI) robotic and automation software provider, closed at $12.04, down 0.99%. Recent investment reports that put the spotlight on UiPath's customer demand could have put it in focus, while investors will be watching the next earnings call for guidance and Annual Recurring Revenue (ARR) trends.

Trading volume reached 175.3 million shares, coming in about 235% above its three-month average of 52.3 million shares. UiPath IPO'd in 2021 and has fallen 832 since going public.

How the markets moved todayS&P 500 (^GSPC +0.89%) rose 0.89% to 7,509, and the Nasdaq Composite (^IXIC +1.29%) gained 1.29% to 25,837. Among application software peers focused on enterprise automation, Appian closed at $25.35, down 2.61%, and Pegasystems closed at $30.94, down 2.27%.

What this means for investorsUiPath slipped slightly today, but the increased trading volume suggests the stock is on investor radars. It has gained 17% in the past month as investors begin to re-enter the software-as-a-service sector, thinking this year’s dramatic sell-off could have been overblown. While there was no direct UiPath news, a Zacks report yesterday highlighted continued demand for its services and rising ARR.

UiPath uses AI to automate repetitive tasks, but the risk is that clients will eventually be able to integrate AI-driven automation without needing an intermediary like UiPath to help them. Last week it announced a deal with UK-based online retailer, The Very Group, to provide agentic AI pricing, demonstrating commercial demand. However, it is a competitive and rapidly evolving space, and analysts are concerned that UiPath isn’t growing fast enough.

Emma Newbery has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends UiPath. The Motley Fool recommends Appian. The Motley Fool has a disclosure policy.

Anyone keeping tabs on orbital-launch service provider Rocket Lab (RKLB +5.31%) knows it's working on a company-changing solution. That's its so-called Neutron rocket, capable of lifting up to 28,000 pounds of payload. That's a huge leap from its similarly reusable Electron rocket, with a maximum payload of 660 pounds. This medium-lift portion of the space-launch business that Space Exploration Technologies can also serve is the biggest.

Still, Rocket Lab can't afford any further delays in the development of Neutron, which has already suffered too many. Here's why.

Image source: Getty Images.

Rocket Lab's customers are waiting Introduced in early 2021, the rocket's early delays weren't particularly surprising or unusual. February's decision to postpone the first flight planned for that month to late 2026 was as alarming as it was surprising. By that time, Rocket Lab had already made agreements with the U.S. Air Force, NASA, and one unnamed satellite operator, each of which was likely counting on regular flights being possible by now. Although these contracts allow for contingencies like developmental delays, the deals aren't necessarily inescapable either.

And that matters.

See, alternatives (in addition to SpaceX) are materializing. In cooperation with defense contractor Northrop Grumman, for instance, a company called Firefly Aerospace is working on a medium-lift launch vehicle of its own -- the Eclipse -- that could start flying as soon as next year. Relativity Space's reusable, 3D-printed "Terran" medium-to-heavy lift rocket could see its first launch soon, too. Stoke Space, Isar Aerospace, Galactic Energy, Space Pioneer, and Blue Origin are just some of the other names specifically looking to serve the medium-lift space-launch market with rockets that could be flying within the next couple of years, if not sooner.

With the arguable exception of Blue Origin, none of these companies is as proven as Rocket Lab, thanks to its smaller Electron rocket, which, at over 91 flights, has successfully deployed more than 260 satellites. Not all of Rocket Lab's confirmed Neutron customers are necessarily in a hurry either; they'll likely hold off until the vehicle is reliably ready.

Others may not be in a position to wait, though, if another option materializes before the end of this year or in the first half of next year, if Rocket Lab runs into another delay (which is certainly conceivable).

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Perhaps the bigger risk to Rocket Lab shareholders, however, is the medium-lift business it may never win in the future because would-be customers have already had acceptable experiences with other launch-service providers.

In other words, this sliver of the orbital launch business just turned into a horse race, and Rocket Lab seems to have about as much to lose as it does to win.

The clock is ticking on Rocket Lab The company also has something of a not-so-secret weapon. That's its capabilities beyond mere launch. Rocket Lab can also help its customers build the very satellites they need the company to put into orbit. This integrated, one-stop-shop offering certainly makes otherwise complicated things simpler for its users.

That alone may not be enough, though. Rocket Lab's long-term future largely depends on at least a few successful launches of Neutron by this time next year.

According to an official announcement, Binance has announced that it will delist the AERGOUSDT U.S. dollar-margined perpetual contract at 14:30 (GMT+8) on July 24, 2026.

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The Nasdaq 100 index extended its gain to 2%.

According to market data from BIT (bit.com), the Nasdaq 100 Index’s gain widened to 2%, hitting a new daily high. Its constituent stocks posted the following increases: Nebius rose 16.1%, SanDisk gained 13.2%, Teradyne climbed 13.1%, Micron advanced 13%, Western Digital increased 12.8%, Seagate Technology rose 11.5%, while Lumentum and CoreWeave each gained 9.3%.

6 hours ago

US Secret Service conducts special operation against cyber fraud, seizes over $25 million in cryptocurrency assets.

According to official announcements, the U.S. Attorney’s Office for the District of Columbia and the U.S. Secret Service Washington Field Office jointly announced today that multiple investigations conducted by their joint cyber fraud task force have seized over $25 million in cryptocurrency assets. The assets are linked to an international fraud network targeting residents of the U.S. and Canada, and are part of the more than $800 million in illicit assets cumulatively recovered by the U.S. Department of Justice’s Fraud Center Strike Force, which was established in 2025.

6 hours ago

A whale transferred 16 million ENA to Binance, valued at approximately $1.37 million.

According to monitoring by Onchain Lens, a whale address withdrew 16 million ENA tokens (valued at approximately $1.37 million) from a Gnosis multi-sig wallet, then transferred the tokens to Binance, likely preparing to sell.

6 hours ago

SpaceX’s massive lock-up period is approaching, with over $100 billion worth of its stock set to become tradable.

According to Bloomberg, SpaceX has kicked off one of the largest stock lock-up expirations in capital market history, with up to $116 billion worth of shares becoming eligible for sale for the first time next month. The restriction barring insiders from selling up to 911.5 million shares will expire on August 6, two days after the rocket, satellite and artificial intelligence firm releases its first quarterly earnings report. This is just the start; billions of shares will become tradable by the end of this year.

6 hours ago

Analyst: European Central Bank expected to hold interest rates steady this week and maintain a hawkish bias.

Nuveen global investment strategist Laura Cooper said in a report that following June’s interest rate hike, the European Central Bank (ECB) will likely hold interest rates steady at this week’s meeting while maintaining a hawkish stance. Cooper noted that if renewed tensions drive energy prices higher, the ECB will remain open to further policy tightening. She added that inflation is milder than feared, the Purchasing Managers’ Index (PMI) pricing subindex shows almost no signs of reaccelerating, and producer price data confirms upstream cost pressures are easing. “These factors provide a reason for holding steady this month,” she said. The complication is that commodity supplies are being disrupted again, which could reignite energy price pressures just as the ECB gains confidence in its inflation decline path.

6 hours ago

US crypto-related stocks rose broadly, with Coinbase surging more than 12%.

According to market data from BIT (bit.com), crypto-related stocks in the US equities market rallied across the board during intraday trading: Circle (CRCL) rose 7.28%, MARA gained 6.56%, Sharplink (SBET) climbed 2.52%, Robinhood (HOOD) advanced 8.34%, Bullish (BLSH) increased 7.71%, Coinbase (COIN) jumped 12.15%, and Strategy (MSTR) rose 4.65%.

6 hours ago

Net Awards: $20 billion in the second quarter, driving a book-to-bill ratio of 1.84 times.Backlog: Reached a new record high of $105 billion, up 17% year-over-

The PDT Rule Is On Its Way Out: 5 Stocks That Stand to Benefit the MostInteractive Brokers Group NASDAQ: IBKR reported another record-setting quarter in the second quarter of 2026, with executives citing stronger trading activity, account growth, higher client balances and continued product expansion across global markets.

Nancy Stuebe, Director of Investor Relations at Interactive Brokers, said the company set records in commissions, net interest income and total net revenue, as well as total accounts, account additions, client equity and total client daily average revenue trades, or DARTs. She said the company’s pre-tax profit margin was 77%, marking the seventh consecutive quarter above 70%.

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MarketBeat Week in Review – 03/16 - 03/20Stuebe said the S&P 500 rose nearly 15% during the quarter, supported by strong technology earnings, while semiconductor names became a notable driver of client trading activity on the platform. “Our clients tend to embrace volatility and changing market dynamics as they provide opportunities in the market,” she said.

Revenue, Margins and Balance Sheet Paul Brody, Chief Financial Officer of Interactive Brokers, said the company produced record net revenues and pre-tax income in the quarter. Commissions rose 30% from the prior-year quarter to a new record, supported by higher trading volumes across stocks, options and futures.

Can Interactive Brokers Repeat Another Big Year?Net interest income increased 23% year over year to more than $1 billion, driven primarily by higher balances. Brody said margin borrowing increased as investors took on more risk, while the company’s segregated cash portfolio grew with new account additions. Those gains were partially offset by higher interest paid on customer cash balances.

Other fees and services totaled $87 million, up 40%, which Brody attributed mainly to strong options volumes and higher risk exposure fees. Excluding certain non-core items, other income was $66 million for the quarter.

Expenses also rose. Execution, clearing and distribution costs were $142 million, up 22% from the year-ago quarter. Brody said the increase was primarily due to the reinitiation of SEC regulatory fees, which totaled $34 million in the quarter. He said those fees are largely passed through and increase both commission revenue and execution costs, leaving profits unaffected.

Compensation and benefits expense was $182 million, equal to 10% of adjusted net revenues, down from 11% a year earlier. General and administrative expenses were $68 million, with expanded advertising contributing to the increase. Interactive Brokers had 3,265 employees as of June 30.

Total assets rose 36% year over year to $247 billion, driven by higher margin lending and segregated cash and securities balances. Brody said the company continues to have no long-term debt. Firm equity increased 20% to $22.3 billion.

Client Growth and Trading Activity Interactive Brokers reported client equity of $930 billion, up 40% year over year. Client uninvested cash balances rose 27% to a record $182 billion, while new accounts grew 34%. Stuebe said strong interest continues from both institutional and individual investors globally in opening and funding accounts.

Brody said total customer DARTs were 4.8 million trades per day, up 36% from the prior year. Options contract volumes rose 17%, futures contract volumes increased 2% and stock share volumes were up 14%.

Brody said the average U.S. Fed funds rate was down 70 basis points from a year earlier, but margin loan interest rose 39% and segregated cash interest increased 7%, supported by balance growth. He estimated that a 25-basis-point increase in the Fed funds rate would raise annual net interest income by $81 million, while a 25-basis-point reduction would lower it by the same amount. For non-U.S. benchmark rates, a 25-basis-point move would affect annual net interest income by about $38 million.

Product Expansion Includes Korea, Crypto and AI Stuebe said Interactive Brokers became the first e-broker to offer trading in Korea, providing access to the Korea Exchange and Nextrade, Korea’s 12-hour and overnight alternative trading system. She said Korean memory chip companies were highly sought after by clients.

In Europe, the company directly offered the SpaceX IPO to eligible U.K. and European retail clients, according to Stuebe. It also began offering cryptocurrencies throughout Europe, after previously offering crypto in the U.K. since 2024.

The company also released IBKR Connector in partnership with Anthropic, OpenAI and xAI. Stuebe said the integration allows clients to connect AI chatbots directly to their Interactive Brokers accounts to analyze portfolios, research opportunities and prepare orders for stocks, options and futures. She said the company is also expanding internal AI use in client service, compliance, surveillance and account onboarding.

In the question-and-answer portion of the call, Milan Galik, President and CEO of Interactive Brokers, said clients can use AI chatbots to access account data and prepare trading instructions, but those instructions currently require client approval before becoming executable orders. Galik said the company expects to offer fully autonomous agentic trading in the future, but only with guardrails and some form of client testing.

Prediction Markets, Introducing Brokers and Global Trends Interactive Brokers also launched IBKR Prediction Markets, a platform for trading event contracts across ForecastEx, CME and Kalshi. Stuebe said orders are routed to the venue offering the best net price, with a focus on economic, political and climate contracts. Galik said the company is not offering sports or entertainment contracts and is focused on events that may affect client portfolios.

Asked about ForecastEx, Thomas Peterffy, Founder and Chairman of Interactive Brokers, said the company will continue to focus on weather-related contracts and is adding potential hurricane landfall contracts, which he said could relate to insurance risk.

Stuebe said the introducing broker pipeline remains strong. Galik said the company had a double-digit number of integrations go live for the fourth or fifth consecutive quarter and has more integrations in progress than in the previous quarter. He said recent prospects include firms looking to expand into listed stocks, brokers seeking broader asset-class or regional coverage, and financial institutions moving to Interactive Brokers to reduce costs or access its product offering.

Asked about account growth by region, Galik said the company is “growing everywhere globally” across regions and account types. He said the launch of Korean trading was well timed and generated strong activity from the start.

Capital, Marketing and Risk In response to a question from Goldman Sachs analyst James Yaro, Galik said Interactive Brokers had about $10.3 billion in excess capital after buffers, up approximately $1.1 billion from the prior quarter. He said the company continues to review potential acquisitions, but “nothing so far stood out as worthy” of pursuing.

Peterffy said increased marketing spending has produced a corresponding increase in results, but not a higher yield than before. He declined to promise a sustained account growth rate, noting that the company has previously exceeded 30% growth after earlier expectations centered on 20%.

Asked about rapid growth in margin balances, Peterffy said Interactive Brokers continuously monitors client margin risk and is comfortable with current levels.

Galik also addressed Chinese regulatory actions affecting Tiger Brokers and Futu. He said Interactive Brokers has long complied with mainland Chinese regulations, does not advertise in mainland China and requires accounts to demonstrate residence outside mainland China. Following regulatory actions involving Tiger and Futu, he said Interactive Brokers saw an uptick in broker transfers and assets moving from those platforms.

On cryptocurrency perpetual futures, Galik said roughly one-third of Interactive Brokers’ crypto trading is now coming from those products, which allow clients to short cryptocurrencies and trade with leverage. He said the company will provide access to additional perpetual products where it sees meaningful volume and public interest.

About Interactive Brokers Group (NASDAQ:IBKR)Interactive Brokers Group, Inc NASDAQ: IBKR is a global electronic brokerage holding company that provides trading, clearing and custody services to retail traders, institutional investors, proprietary trading groups and financial advisors. The firm offers direct access to a wide range of asset classes, including equities, options, futures, foreign exchange, bonds and exchange-traded funds across many international markets. Interactive Brokers emphasizes electronic order execution, automated trading and low transaction costs as core differentiators for its clients.

Its product suite centers on advanced trading platforms and infrastructure.

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