Track market-moving stories before they get noisy

Rich Greenfield, LightShed Partners co-founder, joins ‘Squawk Box' to discuss Comcast, as the company announced that it will spin off its media and tech businesses into two publicly traded companies.

The conflict between the U.S. and Iran wavered at the end of last week into the weekend, though hopes that tensions will cool offered reprieve for futures this morning. Tom White talks about the volatility as crude oil prices slide below $70.

Key Takeaways Comcast shares popped after the company announced plans to spin off NBCUniversal into its own public company in about a year.The move will make the TV, film, streaming and theme parks business a standalone company, with Comcast focused on its internet and cell service business. Get personalized, AI-powered answers built on 27+ years of trusted expertise.

Comcast shares are soaring after the company announced plans to split its media and technology businesses.

Shares of Comcast (CMCSA) were up over 22% in premarket trading after the media giant said that NBCUniversal, which is made up of NBC, Telemundo, Sky, and the Peacock streaming service along with the Universal film studio and theme parks, will be spun off from Comcast around this time next year.1

Comcast said that after the spinoff, it will exist solely the provider of internet and wireless cell service through its Comcast and Xfinity brands, and plans to retain a 19.9% stake in NBCUniversal. Brian Roberts will serve as co-CEO of the combined company until the split, when co-CEO Mike Cavanagh will take over NBCUniversal, and former CFO Michael Angelakis will return to serve as the new CEO of Comcast, the company said.

Why This Matters to Investors The move would give investors greater flexibility, with the option to invest in either or both of the businesses.

Roberts said the new NBCUniversal will be "well-positioned to pursue the significant opportunities that lie ahead, to partner across the media and entertainment ecosystem, and will be poised to grow." Comcast is hosting a Monday morning call to discuss the separation, and investors will also likely hear more about the decision when the company reports earnings on July 23.2

The spin-off is the latest move to slim down from Comcast, which already spun off its cable business Versant (VSNT), which includes CNBC and MS NOW, formerly MSNBC, around the start of the year after announcing that plan in 2024. Comcast's premarket gains would suggest a return into positive territory for the year, though they remain lower over the past 12 months after a monthslong slump amid concerns about declining subscribers and intensifying competition.

Speculation that there may be more telecommunications mergers and acquisitions activity in the works could also be lifting other stocks in the sector today, with Liberty Broadband (LBRDA, LBRDK) and and Charter Communications (CHTR) both up more than 20% premarket. (For more reporting from Investopedia on today's market moves, click here.)

Some analysts now wonder “what could the Comcast piece do,” after the spinoff, LightShed Partners’ media and technology analyst Rich Greenfield said Monday morning on CNBC. “Is this prelude to a Charter merger? What else could happen in the future?”3

Paycom (PAYC) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

CHICAGO--(BUSINESS WIRE)--GE HealthCare today announced Allia™ platform upgrade pathways designed to help customers modernize select legacy Innova™ and Discovery™ Image Guiding Solutions (IGS) systems. These pathways provide access to Allia technologies and workflows that support efficiency and procedural decision-making while helping preserve existing infrastructure, avoid major construction work, extend interventional room lifetime, and minimize disruption to clinical operations.

As procedural complexity and patient volumes grow and installed systems age, healthcare providers are looking for flexible ways to modernize interventional environments while balancing operational, infrastructure and capital planning priorities. According to the European Coordination Committee of the Radiological, Electromedical and Healthcare IT Industry (COCIR), one-third of interventional X-ray systems in Europe are more than 10 years old, highlighting the importance of technology renewal planning to support increased access to advanced care.i

The upgrade pathways can help customers extend the value of existing systems through workflow enhancements, expanded interoperability capabilities and access to Allia innovations, while helping reduce infrastructure replacement needs and support long-term operational and sustainability goals.

“Interventional care continues to evolve rapidly, and health systems are looking for technology strategies that balance innovation, operational continuity and long-term value,” said Jyoti Gera, CEO, CardioVascular and Interventional Solutions, Advanced Imaging Solutions, GE HealthCare. “These Allia upgrade pathways reflect our commitment to helping customers modernize on their own terms by extending the capabilities of existing systems while providing access to the latest Allia innovations and AI-enabled technologies in a less disruptive, more sustainable way.”

Depending on system configuration, market availability and applicable regulatory requirements, upgrade options may provide access to capabilities and to third party solutions, including:

CleaRecon DL,ii an AI-enabled deep learning reconstruction technology designed to support CBCT image interpretation confidence by reducing streak artifacts caused by the pulsatile nature of blood flow during procedures. 3DStent,iii an intraprocedural tool for 3D visualization of the coronary stent designed to remove major stent imaging barriers and provide easy to interpret images. OmnifyXR™ Interventional Suite, an augmented reality guidance solution designed to support workflow efficiency and ergonomics and provide improved visualization and collaborative care for procedures such as prostate embolization.iv Embo ASSIST AI, an augmented guidance solution designed to optimize embolization strategies and streamline clinical workflow.v Medis Quantitative Flow Ratio®vi, a software solution, designed to assess coronary physiology in patients with coronary artery disease. AVVIGO™+ intravascular imaging (IVUS) platformvii multimodality guidance platform that enhances the IVUS and physiology experience and integrates percutaneous coronary intervention tools to support users in the catheterization lab. GE HealthCare also provides Tube Watch and/or OnWatch™ Predict service options on all upgraded systems. These options help customers proactively manage system performance and maintenance by providing an AI-poweredviii estimated lead time to failure, supporting efforts to reduce unplanned downtime.

These upgrade pathways are available in the U.S. and other countries where Allia IGS and Allia IGS Pulse systems are available for sale (and have been approved, cleared or registered by the appropriate regulatory authorities). Please contact your local GE HealthCare representative with any questions about this upgrade program. For more information on the available Allia upgrade capabilities, visit: https://www.gehealthcare.com/en-us/services/igs-upgrades.

Through GE HealthCare’s upgrade programs, customers can access technology designed to help enhance image quality, expand imaging capabilities with advanced applications, and streamline workflows across image guiding solutions, X-ray, MR and CT systems. These programs are designed to help customers unlock new value from existing systems through smart technology and AI-powered and digital solutions, while supporting productivity, operational continuity and patient-centered care.

About GE HealthCare Technologies Inc.

GE HealthCare is a leading global healthcare solutions provider of advanced medical technology, pharmaceutical diagnostics, and AI, cloud and software solutions that help clinicians tackle the world’s most complex diseases. Serving patients and providers for 130 years, GE HealthCare is delivering bold innovations designed for the next era of medicine across its Advanced Imaging Solutions, Patient Care Solutions, and Pharmaceutical Diagnostics segments to help clinicians deliver more personalized, precise patient care. We are a $20.6 billion business with approximately 54,000 colleagues working to create a world where healthcare has no limits.

GE HealthCare is proud to be among 2026 Fortune World’s Most Admired Companies™.

Follow us on LinkedIn, Facebook, Instagram, or visit our website for our latest news and perspectives.

i COCIR. 2023. Medical Imaging Equipment Age Profile and Density: 2023 Edition.
https://www.cocir.org/wp-content/uploads/23060_COC_X-Ray-INTERVENTIONAL-scaled.jpg.

ii CleaRecon DL, designed to be used with Allia systems, is an option in 3DXR designed to be used with Allia systems and requires AW workstation with Volume Viewer. May not be available in all countries.

iii 3DStent solution includes Allia™ system, 3DXR and Volume Viewer Innova, and requires AW workstation with Volume Viewer. These applications are sold separately. Not available for sale in all countries. 3DStent is available on Allia™ IGS 5 with 20-cm or 30-cm detector and Allia™ IGS 7 with 30-cm detector.

iv OmnifyXR™ Augmented Reality Interventional Suite is a MediView product built in collaboration with and currently exclusively available with compatible GE HealthCare systems. OmnifyXR™ is intended to be used adjunctively to standard of care imaging. Proceduralists must refer to standard of care imaging and prioritize clinical experience and/or judgment when using the OmnifyXR™ system. OmnifyXR™ is not intended to be the sole visualization for any procedure.

v Embo ASSIST AI solution includes FlightPlan for Embolization with AI Segmentation option and requires AW workstation with Volume Viewer, Volume Viewer Innova, Vision 2, VesselIQ Xpress, Autobone Xpress. These applications are sold separately.

vi Medis QFR® is a product from Medis Medical Imaging.

vii AVVIGO+ is an option of Allia IGS 3, Allia IGS 5, Allia IGS 7, Allia IGS 7 OR. AVVIGO™+ is a trademark of Boston Scientific. AVVIGO™+ is manufactured and sold by Boston Scientific and is distributed by GE HealthCare. Refer to your Boston Scientific sales representatives for more information.

viii An AI-powered deep machine learning model trained on data from installed systems, leveraging aggregated error logs, parametric data, and historical service activity on eligible systems.

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Resort-inspired lifestyle destination will serve homebuyers in Pasco County's fastest-growing corridor

ATLANTA--(BUSINESS WIRE)--PulteGroup, Inc. (NYSE: PHM), one of the nation’s largest homebuilders, has acquired approximately 419 acres of land in Pasco County where it will develop the new Explore by Del Webb Verona community, the company announced today. PulteGroup will break ground on the new community later this month, with plans for 843 homesites and home sales beginning in mid-2027.

This project will transform the site into a resort-inspired lifestyle destination with luxury homes and amenities in a desirable location along the SR-52 corridor — one of the fastest-developing areas in one of the nation's most rapidly growing counties.

Explore by Del Webb Verona will be the latest addition to the new and growing Explore by Del Webb brand, which is designed for homebuyers who are seeking world-class amenities and a vibrant lifestyle as they enter a new chapter of life. Explore builds on the Del Webb brand’s decades of experience, creating lifestyle-focused communities for active adults.

Nationally, Verona is the fourth community announced under the rapidly growing Explore by Del Webb brand and the second in Florida. Verona follows the successful launch of North River Ranch in Parrish.

“Today’s homebuyers are looking for more than a home — they want amenities and a community that enhance their lifestyle,” said Sean Strickler, President of PulteGroup’s West Florida Division. “Explore by Del Webb Verona will bring that vision to life with stunning home designs, outstanding amenities, wellness-focused programming and a community experience designed for how people want to live today.”

Explore by Del Webb Verona will offer a wide range of amenities designed to enrich everyday living, including fitness and movement studios, massage rooms, infrared saunas, cold plunges, a lazy river, pickleball courts, a bar and grill, gathering spaces and more.

Explore selected the Pasco County site because of the area’s thriving job market and growing reputation as a lifestyle destination. Future residents will enjoy convenient access to I-75 and the Suncoast Expressway, connecting them to downtown Tampa, Tampa International Airport, the Gulf Coast, and countless dining, entertainment, recreation, and exploration opportunities. The next adventure is always within reach.

“Pasco County is one of Florida’s fastest-growing markets and Explore by Del Webb Verona is an opportunity for our team to create something truly distinctive along the SR-52 corridor,” Strickler said. “This new community will combine the convenience of a well-connected location with the amenities, programming, and sense of community today’s active homebuyers are seeking.”

Explore by Del Webb Verona marks the beginning of Verona’s larger master-planned vision, which is expected to include 2,800 homesites, a school, commercial parcels and preserved conservation areas. For more information about Explore by Del Webb, visit DelWebb.com/ExploreVerona.

About PulteGroup

PulteGroup, Inc. (NYSE: PHM), based in Atlanta, Georgia, is one of America’s largest homebuilding companies with operations in more than 45 markets throughout the country. Through its brand portfolio that includes Centex, Pulte Homes, Del Webb, DiVosta Homes and John Wieland Homes and Neighborhoods, the company is one of the industry’s most versatile homebuilders able to meet the needs of multiple buyer groups and respond to changing consumer demand. PulteGroup’s purpose is building incredible places where people can live their dreams.

For more information about PulteGroup, Inc. and PulteGroup brands, go to pultegroup.com; pulte.com; centex.com; delwebb.com; divosta.com; and jwhomes.com. Follow PulteGroup, Inc. on X: @PulteGroupNews.

About PulteGroup West Florida

PulteGroup’s West Florida Division serves the Tampa Bay region, bringing quality-built homes, vibrant communities, and responsible corporate citizenship to the area.

More News From PulteGroup, Inc.

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CompaniesJune 29 (Reuters) - Genetic testing firm Natera (NTRA.O), opens new tab and cancer drug developer Aveta Biomics said on Monday they ​have partnered on a late-stage study ‌of an experimental therapy for head and neck cancer, in a bid to improve how patients' ​response to treatment is monitored.

Here are ​some details:

Keep up with the latest medical breakthroughs and healthcare trends with the Reuters Health Rounds newsletter. Sign up here.

The study will test Aveta's ⁠APG-157, an experimental oral therapy designed to ​help the body fight tumors, in patients ​with locally advanced head and neck cancer.

Natera said its Signatera test will be used in the ​study to assess molecular residual disease ​and treatment response, and will serve as a secondary ‌endpoint.

The ⁠companies said the test will be used before, during and after treatment to monitor patients' response.

Aveta Biomics said the study will enroll about ​826 patients ​globally, ⁠including in North America, Europe, Asia-Pacific and Australia.

It said the study ​builds on data from a ​mid-stage ⁠trial showing the therapy helped control tumors and showed encouraging survival outcomes.

The trial is expected ⁠to ​begin enrollment in the ​second half of 2026, the companies said.

Reporting by Sahil ​Pandey in Bengaluru; Editing by Diti Pujara

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

SANTA FE, NM / ACCESS Newswire / June 29, 2026 / NextTrip, Inc. (NASDAQ:NTRP) ("NextTrip," "the Company," "we," "our," or "us"), a technology-forward travel and media company defining the intersection of media and travel, today announced that it will be added as a member of the Russell Microcap® Index, effective when the U.S. market opened on June 29, 2026, as part of the 2026 Russell indexes reconstitution.

The annual Russell US Indexes reconstitution captures the 4,000 largest U.S. stocks as of April 30, ranked by total market capitalization. Membership in the Russell Microcap® Index, which remains in place for one year, results in automatic inclusion in the applicable growth and value style indexes. FTSE Russell determines membership for its Russell indexes primarily through objective market capitalization rankings and style attributes.

NextTrip believes inclusion in the Russell Microcap® Index represents an important milestone as the Company continues executing on its differentiated content-to-commerce strategy designed to capitalize on evolving consumer travel behavior. Unlike traditional online travel agencies and booking resellers that operate primarily on transaction-based economics, NextTrip has built an integrated ecosystem positioned at the convergence of streaming media, digital audience engagement, and high-value travel commerce.

Through its expanding portfolio of media and travel assets, including JOURNY, Travel Magazine 2.0, Five Star Alliance, TA Pipeline, GoUSA TV assets, and the Company's proprietary NXT2.0 booking engine, NextTrip is building a scalable platform designed to own both the inspiration and transaction layers of the modern travel customer journey. The Company's growing global media footprint is projected to reach approximately 250 million consumers through its expanding streaming, FAST channel, mobile, and international distribution ecosystem, including its strategic joint venture with KC Global Media.

"Being added to the Russell Microcap® Index marks another milestone in NextTrip's evolution as we continue building what we believe is a highly differentiated media-to-commerce platform for the future of travel," said Bill Kerby, Co-Founder and Chief Executive Officer of NextTrip. "Over the past year, we have significantly expanded our strategic footprint through acquisitions, media distribution partnerships, technology development, and international expansion initiatives that position NextTrip at the center of rapidly changing consumer behavior. As travel discovery increasingly becomes video-led and digitally driven, we believe NextTrip is uniquely positioned to benefit from both scalable media monetization and high-value travel transactions across luxury, cruise, group, and experiential travel categories."

Recent Company milestones and strategic initiatives include:

Acquisition of a controlling interest in YADA, a fully licensed TikTok Partner Agency, expanding NextTrip's creator economy capabilities through creator recruitment, audience development, affiliate commerce, livestream commerce, and creator monetization.

Expansion of JOURNY's global distribution footprint through the Company's strategic partnership with KC Global Media, significantly increasing international audience reach and advertising opportunities.

Integration and relaunch of acquired GoUSA TV assets, expanding NextTrip's premium travel content library, destination marketing capabilities, and content-to-commerce ecosystem.

Continued scaling of Five Star Alliance, NextTrip's luxury travel platform and concierge-focused booking business serving high-value leisure and experiential travelers.

Expansion of TA Pipeline's group travel booking, meetings, incentives, conferences, destination events, and attendee management platform.

Deployment of next-generation Agentic AI engagement tools designed to enhance personalization, customer acquisition, conversion, and booking performance across the Company's digital platforms.

Continued expansion of NextTrip's differentiated dual-revenue model combining media monetization, advertising, sponsorships, creator commerce, affiliate marketing, and high-value travel bookings.

Ongoing development of TravelMagazine.com and Travel Magazine Pro™, extending the Company's AI-powered content-to-commerce platform designed to transform travel inspiration into measurable bookings and recurring advisor revenue.

Russell indexes are widely used by investment managers and institutional investors for index funds and as benchmarks for active investment strategies. According to data as of June 2025, approximately $12.2 trillion in assets are benchmarked against Russell U.S. indexes, which are maintained by FTSE Russell, a leading global index provider.

For more information on the Russell Microcap® Index and the Russell indexes reconstitution, visit the "Russell Reconstitution" section of the FTSE Russell website.

About FTSE Russell, an LSEG Business

FTSE Russell is a global index leader providing innovative benchmarking, analytics, and data solutions for investors worldwide. FTSE Russell calculates thousands of indexes measuring and benchmarking markets and asset classes in more than 70 countries, covering 98% of the investable market globally.

Approximately $21.2 trillion is benchmarked to FTSE Russell indexes. Leading asset owners, asset managers, ETF providers, and investment banks use FTSE Russell indexes to benchmark investment performance and create ETFs, structured products, and index-based derivatives.

FTSE Russell is wholly owned by LSEG.

For more information, visit www.ftserussell.com.

About NextTrip

NextTrip, Inc. (NASDAQ:NTRP) is a technology-forward travel and media company defining the intersection of media and travel. Through its owned media platforms, including JOURNY.tv and TravelMagazine.com, and its proprietary travel technology stack, NextTrip delivers an integrated inspiration-to-booking ecosystem that connects travel discovery directly to transaction and fulfillment. The Company operates a portfolio of travel brands and platforms, including Five Star Alliance, a global luxury hotel and resort booking platform; NXT2.0, its proprietary booking and payments engine; and TA Pipeline, a purpose-built group travel and meetings booking platform serving travel advisors, suppliers, and destination partners. Together, these assets enable frictionless booking across luxury FIT (Flexible Independent Travel), group travel, destination weddings, conferences, and concierge-managed experiences, supported by flexible payment options such as PayDlay. By owning both the inspiration layer through premium video-led storytelling and the transaction layer through integrated booking technology, NextTrip enables travelers to move seamlessly from discovery to booking, while providing destinations, brands, and travel partners with measurable engagement, demand generation, and conversion opportunities.

For more information, visit www.nexttrip.com and investors.nexttrip.com.

Forward-Looking Statement Disclaimer

This announcement contains certain forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, and Section 21E of the Securities Exchange Act of 1934. For example, statements regarding the Company's financial position, business strategy and other plans and objectives for future operations, and assumptions and predictions about future activities are all forward-looking statements. These statements are generally accompanied by words such as "intend," anticipate," "believe," "estimate," "potential(ly)," "continue," "forecast," "predict," "plan," "may," "will," "could," "would," "should," "expect" or the negative of such terms or other comparable terminology.

The Company believes that the assumptions and expectations reflected in such forward-looking statements are reasonable, based on information available to it on the date hereof, but the Company cannot provide assurances that these assumptions and expectations will prove to have been correct or that the Company will take any action that the Company may presently be planning. However, these forward-looking statements are inherently subject to known and unknown risks and uncertainties. Actual results or experience may differ materially from those expected or anticipated in the forward-looking statements. Factors that could cause or contribute to such differences include, but are not limited to, regulatory policies, available cash resources, competition from other similar businesses, and market and general economic factors.

Readers are urged to read the risk factors set forth in the Company's filings with the United States Securities and Exchange Commission at www.sec.gov. The Company disclaims any intention or obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by law.

Contacts
NextTrip, Inc
Richard Marshall
Director of Corporate Development
[email protected]

SOURCE: NextTrip

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OMAHA, Neb.--(BUSINESS WIRE)--Valmont® Industries, Inc. (NYSE: VMI), a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity, today released its 2026 Sustainability Report.

"At Valmont, sustainability is embedded in the way we serve our customers and communities around the world," said Avner Applbaum, President and CEO. “Every day, our teams help strengthen critical infrastructure, support agricultural productivity, and design solutions to perform reliably for generations. Our purpose – Conserving Resources. Improving Life.® – continues to guide how we operate and where we focus our efforts. This report highlights the progress we continue to make across our sustainability priorities and provides transparency into the goals and commitments that guide our work. As we look ahead, we remain focused on operating responsibly, improving efficiency, and managing risk to create long-term value for our stakeholders."

The report can be accessed at Sustainability | Valmont.

About Valmont Industries, Inc.

For more than 80 years, Valmont has been a global leader that provides products and solutions to support vital infrastructure and advance agricultural productivity. We are committed to customer-focused innovation that delivers lasting value. Learn more about how we’re Conserving Resources. Improving Life.® at valmont.com.

Concerning Forward-Looking Statements

This release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on assumptions made by management, considering its experience in the industries where Valmont operates, perceptions of historical trends, current conditions, expected future developments, and other relevant factors. It is important to note that these statements are not guarantees of future performance or results. They involve risks, uncertainties (some of which are beyond Valmont’s control), and assumptions. Forward-looking statements may be accompanied by words such as “opportunities,” “estimate,” “outlook,” “clear path,” “target,” “expect,” “plan” and similar expressions. While management believes these forward-looking statements are based on reasonable assumptions as of the date made, numerous factors could cause actual results to differ materially from those anticipated. These factors include, among other things, risks described in Valmont’s reports to the Securities and Exchange Commission (“SEC”), the Company’s actual cash flows and net income, future economic and market circumstances, industry conditions, company performance and financial results, operational efficiencies, availability and price of raw materials, availability and market acceptance of new products, product pricing, domestic and international competitive environments, geopolitical risks, and actions and policy changes by domestic and foreign governments, including tariffs. The Company cautions that any forward-looking statements in this release are made as of its publication date and does not undertake to update these statements, except as required by law.

The Company may provide certain non-GAAP financial measures (adjusted diluted earnings per share and adjusted effective tax rate) on a forward-looking basis from time to time. These measures are typically calculated by excluding the impact of items such as foreign exchange, acquisitions, divestitures, realignment or restructuring expenses, goodwill or intangible asset impairment, changes in tax laws or rates, change in redemption value of redeemable noncontrolling interests, and other non-recurring items. To the extent the Company provide forward-looking non-GAAP financial measures, reconciliations to the most directly comparable GAAP financial measures are not provided, as the Company cannot do so without unreasonable effort due to the inherent uncertainty and difficulty in predicting the timing and financial impact of such items. For the same reasons, the Company cannot assess the likely significance of unavailable information, which could be material to future results.

Website and Social Media Disclosure

The Company uses its website and social media channels, as identified on its website, to distribute company information. Posts on these channels may contain material information. Therefore, investors should monitor these channels alongside the Company’s press releases, SEC filings, and public conference calls and webcasts. The contents of the Company’s website and social media channels are not considered part of this press release.

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DALLAS--(BUSINESS WIRE)--CBRE Group, Inc. (NYSE: CBRE) will release its second quarter 2026 financial results at approximately 6:55 a.m. Eastern time on Wednesday, July 29, 2026. Management will hold a conference call to discuss these results at 8:30 a.m. Eastern time on that same day (Wednesday, July 29, 2026).

The event will be webcast live and accessible through the Investor Relations section of the company’s website at www.cbre.com, along with a supplemental slide presentation, which is also available on that section of the website.

Investors can add the webcast to their calendar using this link or they can dial into the conference call on July 29th using these phone numbers:

•

Live

U.S.:

877.407.8037

International:

+1 201.689.8037

Pass Code:

None Required

•

Replay

U.S.:

877.660.6853

International:

+1 201.612.7415

Pass Code:

13761434

The telephone replay will be accessible beginning at 1:00 p.m. Eastern time on Wednesday, July 29, 2026, and will be available for one week following the event. The webcast replay will be available for 12 months following the event.

About CBRE Group, Inc.

CBRE Group, Inc. (NYSE: CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world’s largest commercial real estate services and investment firm and a premier provider of critical infrastructure services. The company has more than 155,000 employees serving clients in more than 100 countries. CBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage servicing, valuations); Building Operations & Experience (facilities management, property management, flex space & experience, critical infrastructure); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). Please visit our website at www.cbre.com. We routinely post important information on our website, including corporate and investor presentations and financial information. We intend to use our website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Such disclosures will be included in the Investor Relations section of our website at https://ir.cbre.com. Accordingly, investors should monitor such portion of our website, in addition to following our press releases, Securities and Exchange Commission filings and public conference calls and webcasts.

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Winnebago Industries NYSE: WGO reported earnings on June 25, and the results showed a company dealing with a consumer who is under pressure. The company missed on its top and bottom lines and lowered its full-year guidance. Still, WGO ended the day up 14.4% on a day when the broader market was struggling to find direction.

Winnebago Industries Today

WGO

Winnebago Industries

$31.24 -0.12 (-0.37%)

As of 06/26/2026 03:59 PM Eastern

This is a fair market value price provided by Massive. Learn more.

52-Week Range$26.80▼

$50.16Dividend Yield4.48%

P/E Ratio22.97

Price Target$37.22

The company’s quarterly report could be neatly summarized in the first minute of the conference call.

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At that point, president and chief executive officer (CEO), Michael Happe, remarked: “Our fiscal third quarter results reflect a demand environment that remains challenged with limited near-term visibility to stable conditions.”

That sentiment was echoed in the company’s earnings presentation, which featured a slide titled “Managing the Controllables.” Highlighting these statements is not meant to be dismissive of the company.

Rather, those statements revealed the blunt reality facing the company, which investors must understand to put the outlook for WGO in context.

Analysts and Industry Data Foreshadowed a Tough QuarterThe company’s weak Q3 2026 earnings report was foreshadowed by analysts who lowered their price targets ahead of the report. On June 23, Roth Mkm and Benchmark both lowered their targets for WGO to $32 and $40 from $38 and $48.

That goes along with the summer 2026 forecast from the RV Industry Association, which revised its forecast for shipped units to a range of 300,000 to 328,100 with a median of 314,000 units. At the median, that marks an 8.2% year over year decline.

Winnebago’s report aligned with that outlook. The company delivered revenue of $698.70 million, below estimates of $755.68 million. Adjusted earnings per share (EPS) of 66 cents were also below the estimates of 81 cents. Making matters worse, those numbers were down approximately 10% and 18% year-over-year, respectively.

Some context softens the blow. The company's gross margin came in at 13.6%, essentially flat with the 13.7% reported in the year-ago quarter. That suggests Winnebago is preserving pricing discipline even as volume contracts. On a GAAP basis, net income was $14.5 million, or 51 cents per diluted share. That's still a profitable quarter in what management plainly called a challenged demand environment.

A Different Consumer Meets a Different WinnebagoThe recreational vehicle (RV) industry thrived in 2020 and 2021. Consumers looking to travel but remain socially distant leaned hard into the outdoor lifestyle, including RVs. The benefit of low interest rates to accommodate financing and stimulus money flowing caused a boom for many RV makers, including Winnebago.

But those days are a distant memory. The macroeconomic picture is inverted, and the industry is faced with more “choiceful” consumers. The interest is still there; the commitment is lacking.

That fits into the bucket of things Winnebago can’t control.

However, while the state of the consumer is different, so is Winnebago. WGO trades right around where it was in 2019. But since the end of its 2019 fiscal year, the company acquired Newmar. Then, in 2021, it added Barletta Boats. More recently, the company acquired the Grand Design motorhome brand. That’s given the company several new revenue streams, and the company’s report makes it clear that the Newmar and Grand Design brands were bullish outliers in an otherwise poor quarter.

But that’s not showing up in the numbers. Winnebago made downward revisions to its full-year guidance. The company now expects revenue between $2.65 billion and $2.75 billion and adjusted EPS of $1.65 to $2.. Those don’t suggest growth, but if they are a worst-case scenario, it could explain the post-earnings price action

The WGO Chart Hints at a Short-Term SetupThe setup on the chart is worth a closer look. WGO gapped higher on Thursday to close at $30.87 on volume of 1.4 million shares. The move reclaimed the 50-day simple moving average (SMA) at $30.18 in a single session, flipping a key short-term resistance level into support.

The pattern rhymes with a setup from late summer 2025. Back then, the stock built a multi-week base near $28 to $30 before breaking out and spiking through the fall. WGO has spent the last two months consolidating in that same price zone, and Thursday's surge on outsized volume could mark the start of a similar leg higher.

Momentum indicators are starting to confirm. The moving average convergence divergence (MACD) line has crossed above its signal line, and the histogram has flipped positive. That's an early bullish trigger, though it needs follow-through to carry weight.

Resistance sits in the $36 to $38 zone, where the stock topped last fall, and again near $44, where buyers stalled in February. A failure to hold the $28 level would invalidate the setup. For investors who can stomach the cyclical risk, the current reaction offers a defined-risk entry into a name already trading at depressed multiples.

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Sinhala commentary and a globally stacked player pool set the stage for LPL's strongest regional and international season yet

Innovative Production Group FZ, LLC ("IPG"), a subsidiary of Flash Sports & Media Holdings, confirms a July 17–August 8 window for the league's sixth edition; expanded Sinhala-language commentary and more than 650 overseas registrations from 21 countries underscore growing global reach

Colombo, Sri Lanka--(Newsfile Corp. - June 29, 2026) - Flash Sports & Media Holdings, Inc. (NASDAQ: FLZH) ("Flash" or the "Company") today announced the confirmed fixtures for the Lanka Premier League (LPL) 2026, which the Company expects to be its biggest and most connected season to date. The sixth edition will run from July 17 to August 8, 2026, opening under lights at Colombo's Sinhalese Sports Club Cricket Ground, where defending champions Jaffna Kings — captained by Sri Lanka's Bhanuka Rajapaksa and powered by Bangladesh all-rounder Shakib Al Hasan — begin their title defense against Dasun Shanaka's Galle Gallants.

The opening weekend shifts quickly into another marquee contest as Indian international Vijay Shankar and England white-ball star Moeen Ali lead the Kandy Royals against the Dambulla Sixers on July 18. Across three weeks of competition, five franchises will contest a double round-robin league stage before the playoffs in Colombo — a structure the Company believes reflects both the league's growing international standing and Sri Lanka's continued ability to attract top-tier cricketing talent.

LPL 2026 brings together one of the strongest line-ups in the competition's history. The Kandy Royals headline with Shankar, Moeen, Angelo Mathews and Wanindu Hasaranga, while Jaffna Kings retain a formidable championship core featuring Shakib, Taskin Ahmed, Rajapaksa and Dunith Wellalage. Fans can also look forward to James Neesham, Dushmantha Chameera, Eshan Malinga, Kusal Mendis, Kamindu Mendis, Rahmanullah Gurbaz and several emerging Sri Lankan talents.

That global appeal has continued to grow, with more than 650 overseas registrations received from 21 countries ahead of this season's player-selection process. Alongside that international momentum, LPL 2026 plans to place a stronger emphasis on deepening its roots at home through expanded Sinhala-language commentary and broader regional fan-engagement initiatives.

The league is organized by Sri Lanka Cricket, with commercial rights managed by Innovative Production Group FZ, LLC ("IPG"), a subsidiary of Flash. Mr Anil Mohan Sankhdhar, Founder and CEO of IPG, said: "LPL's growth has always been built on two priorities — creating a world-class cricket product and ensuring it remains closely connected to fans across Sri Lanka and the region. This season reflects that vision. We expect the international interest we continue to receive, combined with stronger regional accessibility and fan-first experiences, to position the league for another significant step forward."

Among the marquee league-phase fixtures, the Kandy Royals and Jaffna Kings meet twice in five days, potentially setting up contests involving Shankar, Moeen, Hasaranga and Shakib, alongside heavyweight clashes such as Colombo Kaps versus Kandy Royals and Dambulla Sixers versus Jaffna Kings.

The five franchises — Colombo Kaps, Dambulla Sixers, Galle Gallants, Jaffna Kings and Kandy Royals — will compete in a double round-robin league stage, after which the top four teams advance to the playoffs in Colombo. Qualifier 1 and the Eliminator will be held on August 5, followed by Qualifier 2 on August 7, with the Lanka Premier League 2026 Final scheduled for August 8 at the R. Premadasa Stadium.

Lanka Premier League 2026 — League Stage Fixtures

July 17 — Jaffna Kings vs Galle Gallants (Colombo)
July 18 — Kandy Royals vs Dambulla Sixers (Colombo)
July 18 — Galle Gallants vs Colombo Kaps (Colombo)
July 19 — Dambulla Sixers vs Jaffna Kings (Colombo)
July 19 — Colombo Kaps vs Kandy Royals (Colombo)
July 21 — Dambulla Sixers vs Kandy Royals (Dambulla)
July 22 — Jaffna Kings vs Colombo Kaps (Dambulla)
July 22 — Dambulla Sixers vs Galle Gallants (Dambulla)
July 23 — Kandy Royals vs Colombo Kaps (Dambulla)
July 23 — Galle Gallants vs Jaffna Kings (Dambulla)
July 25 — Galle Gallants vs Kandy Royals (Dambulla)
July 25 — Dambulla Sixers vs Colombo Kaps (Dambulla)
July 26 — Kandy Royals vs Jaffna Kings (Dambulla)
July 26 — Galle Gallants vs Dambulla Sixers (Dambulla)
July 28 — Colombo Kaps vs Jaffna Kings (Kandy)
July 29 — Galle Gallants vs Kandy Royals (Kandy)
July 29 — Colombo Kaps vs Dambulla Sixers (Kandy)
July 30 — Jaffna Kings vs Kandy Royals (Kandy)
August 1 — Colombo Kaps vs Galle Gallants (Kandy)
August 2 — Jaffna Kings vs Dambulla Sixers (Kandy)

Playoffs — R. Premadasa Stadium, Colombo

August 5 — Qualifier 1 — 15:00 (R. Premadasa Stadium, Colombo)
August 5 — Eliminator — 19:30 (R. Premadasa Stadium, Colombo)
August 7 — Qualifier 2 — 19:30 (R. Premadasa Stadium, Colombo)
August 8 — Final — 19:30 (R. Premadasa Stadium, Colombo)

About Flash Sports & Media Holdings, Inc.

Flash Sports & Media Holdings, Inc. (NASDAQ: FLZH) is a cricket-focused sports and media company seeking to develop and commercialize cricket media, league-management, sponsorship, and related sports-entertainment opportunities. Through its relationship with Innovative Production Group FZ, LLC, Flash is focused on professional cricket properties, media and broadcast opportunities, sponsorships, league operations, and related commercial initiatives. The Company's business plans remain subject to execution risks, market conditions, definitive agreements, third-party approvals, and the Company's ability to finance, develop, and commercialize its sports and media initiatives. https://flashsportsandmedia.com

Forward-Looking statements

This press release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements include, but are not limited to, statements regarding the Company's expectations, beliefs, or intentions relating to the proposed launch, development, and commercialization of the Zimbabwe T20 League; the development and commercialization of sports and media platforms; potential sponsorship, media rights, franchise sales, and other commercial opportunities; anticipated market size and growth; the participation of franchises, players, partners, venues, broadcasters, or sponsors; and the Company's ability to generate revenues from its activities. Forward-looking statements may be identified by words such as "anticipate," "believe," "expect," "intend," "plan," "may," "will," "could," "seek," "estimate," "potential," or similar expressions. Forward-looking statements are not guarantees of future performance, events, or results, and readers should not place undue reliance on them.

These forward-looking statements are based on current expectations, estimates, and assumptions and involve known and unknown risks and uncertainties that could cause actual results and outcomes to differ materially from those expressed or implied by such statements. Such risks and uncertainties include, without limitation: the seasonal nature of LPL and the many conditions to its successful launch and operation; the possibility that definitive agreements with LPL Cricket, venues, franchise owners, sponsors, broadcasters, players, vendors, or other counterparties may not be entered into on acceptable terms, or at all; the possibility that required governmental, regulatory, league, venue, or governing-body approvals may not be obtained; venue completion, availability, permitting, security, logistics, and operational risks; the Company's reliance on third-party partners, including Lanka Cricket, Innovative Production Group FZ, LLC, and other counterparties, to perform under contractual arrangements; uncertainties regarding the participation, availability, or continued involvement of franchise owners, players, ambassadors, or other talent referenced in this press release; the possibility that anticipated franchise sales, sponsorships, media rights arrangements, or other commercial opportunities may not materialize or may be delayed; the extent to which the Company is able to generate revenues, if any, from ZT20; risks relating to the integration of Innovative Production Group FZ, LLC and the Company's ability to realize anticipated synergies; the Company's ability to develop, monetize, and scale its sports, media, and experiential business lines; the timing and success of expansion into new markets; the Company's ability to establish or maintain strategic relationships and commercial arrangements; general economic, market, and industry conditions; competitive dynamics within the sports and media sectors; international, geopolitical, and regulatory risks associated with global sporting events; and the Company's ability to maintain compliance with applicable listing standards of The Nasdaq Stock Market LLC.

In addition, certain market, industry, and economic data referenced in this press release are based on third-party sources and estimates that the Company believes to be reliable, but the Company has not independently verified such information and makes no representation as to its accuracy or completeness. References to prospective franchise ownership, players, partners, venues, and related individuals are based on the Company's current plans or on third-party announcements and media reports that the Company has not independently verified.

Additional factors that could cause actual results to differ materially from those described in forward-looking statements can be found in the Company's most recent Annual Report on Form 10-K and subsequent Quarterly Reports on Form 10-Q, as well as other filings with the Securities and Exchange Commission, which are available at www.sec.gov.

Forward-looking statements speak only as of the date of this press release, and the Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events, or otherwise, except as required by law.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303215

Source: Flash Sports and Media, Inc.

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Key Takeaways Leisure services industry gained 12% in three months, driven by fitness demand and digital initiatives.Lindblad, Life Time, OneSpaWorld and Pursuit have each returned more than 30% year to date. All four companies show expected revenue and earnings growth, with higher current-year earnings estimates. The leisure and recreation services industry benefits from strong fitness product sales, fueled by increasing health and wellness awareness among consumers. The industry has been gaining from optimizing business processes, consistent partnerships and digital initiatives. In the past three months, the Zacks-defined Leisure and Recreation Services Industry provided more than 12% returns, slightly below the S&P 500 Index’s return of 13%.

At this stage, we recommend four high-flying stocks from the leisure and recreation services space. These are — Lindblad Expeditions Holdings Inc. (LIND - Free Report) , Life Time Group Holdings Inc. (LTH - Free Report) , OneSpaWorld Holdings Ltd. (OSW - Free Report) and Pursuit Attractions and Hospitality Inc. (PRSU - Free Report) . 

These stocks have provided more than 30% returns year to date. Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

The chart below shows the price performance of our four picks year to date.

Image Source: Zacks Investment Research

Lindblad Expeditions Holdings Inc.Lindblad Expeditions Holdings is an expedition travel company. LIND produces marine expedition programs and promotes conservation and sustainable tourism. LIND operates expeditions on intimately-scaled ships and allows interaction between guests, crew and the teams of scientists, naturalists, researchers and photographers. LIND operates through the Lindblad and Land Experiences segments.

Lindblad Expeditions Holdings has an expected revenue and earnings growth rate of 10.1% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 50% over the last 60 days. 

Life Time Group Holdings Inc.Life Time Group Holdings reshaped the way consumers approach their health through omnichannel, healthy way of life communities that address all aspects of healthy living, healthy aging and healthy entertainment. LTH provides health, fitness, and wellness experiences to a community of individual members in the United States and Canada.

Life Time Group Holdings has an expected revenue and earnings growth rate of 11.2% and 16%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 5% over the last 60 days. 

OneSpaWorld Holdings Ltd.OneSpaWorld Holdings is a provider and innovator in the fields of wellness, beauty, rejuvenation and transformation on cruise ships and at destination resorts in the United States and internationally. 

OSW’s service includes traditional and alternative massage, body and skincare treatment options, ayurvedic treatments, comprehensive hair and nail services, fitness, acupuncture, herbal medicine, pain management and medi-spa.

OneSpaWorld Holdings has an expected revenue and earnings growth rate of 7.3% and 17.2%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.6% over the last 60 days. 

Pursuit Attractions and Hospitality Inc.Pursuit Attractions and Hospitality is an attractions and hospitality company that owns and operates a collection of inspiring and unforgettable experiences in iconic destinations principally in the United States, Canada, Iceland and Costa Rica. PRSU operates various attractions and lodges with integrated restaurants, retail, and transportation facilities, as well as owns and operates eco-luxury resorts.

Pursuit Attractions and Hospitality has an expected revenue and earnings growth rate of 3.1% and 33.9%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 13.7% over the last 60 days. 

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.

Considering buying CASY stock? Here’s what analysts think:

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Rapid7 (RPD) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

Key Takeaways Visa, Paymentus, Corpay, Sezzle and Remitly are highlighted as mobile payments stocks to buy and hold. Visa is expanding AI, stablecoin and commerce capabilities as digital payment adoption continues to grow.Paymentus, Corpay, Sezzle and Remitly are cited for growth strategies and improving earnings estimates. The rapid shift from cash to digital transactions, driven by a push toward convenience and security, has led to meteoric growth in mobile payments. The space encompasses a broad spectrum of innovations, including payment infrastructure and software services, as well as virtual wallets and smartcards. 

As the adoption of digital payments becomes increasingly commonplace, the mobile payments market is anticipated to experience meteoric growth over the long term. A higher Internet penetration rate and increased usage of smartphones contribute to the growing uptake of digital payments. 

At this stage, we recommend five mobile payments stocks to buy and hold for the long term to strengthen your portfolio. These are: Visa Inc. (V - Free Report) , Paymentus Holdings Inc. (PAY - Free Report) , Corpay Inc. (CPAY - Free Report) , Sezzle Inc. (SEZL - Free Report) and Remitly Global Inc. (RELY - Free Report) . Each of our picks currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. 

The chart below shows the price performance of our five picks in the past month.

Image Source: Zacks Investment Research

Visa Inc.Visa’s scale and brand strength keep it at the center of global digital payments, with growth still driven by higher payment volumes, cross-border activity, and increasing transaction counts. 

V’s fiscal second-quarter results showed broad momentum across consumer payments, commercial and money movement solutions, and value-added services. Management guides to low-teens revenue growth for fiscal 2026. 

Investments in agentic commerce and stablecoin settlement, alongside targeted acquisitions and disciplined capital returns, should continue to extend its network value over time. With fraud cases on the rise and AI adoption increasing, V’s services are in high demand. Visa has embedded AI and generative AI into over 100 products, primarily for fraud prevention and cybersecurity.

Visa has an expected revenue and earnings growth rate of 13.4% and 14.1%, respectively, for the current year (ending September 2026). The Zacks Consensus Estimate for the current year’s earnings has improved 2% over the last 60 days. 

Paymentus Holdings Inc.Paymentus Holdings provides cloud-based bill payment technology and solutions in the United States and internationally. PAY offers electronic bill presentment and payment services, enterprise customer communication, and self-service revenue management to billers through a software-as-a-service, secure, and omni channel technology platform. PAY’s platform's payment processing includes credit cards, debit cards, echecks, and digital wallets.

Paymentus Holdings has an expected revenue and earnings growth rate of 19.9% and 19.7%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.9% over the last 60 days. 

Corpay Inc.Corpay is a global commercial payments solution provider. Through its portfolio of brands, CPAY helps companies automate, secure, digitize and control payments to, or on behalf of, their employees and suppliers. CPAY serves businesses, partners and merchants in North America, Latin America, Europe and the Asia Pacific.

CPAY’s top line continues to grow organically, driven by increased volume and revenue per transaction from certain payment programs. CPAY relies on a multi-channel approach to actively market and sell its solutions to current and prospective customers. Acquisitions are CPAY’s way to boost its customer base. 

Corpay has an expected revenue and earnings growth rate of 17.3% and 25.6%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 3.1% over the last 60 days. 

Sezzle Inc.Sezzle is a purpose-driven digital payments company operating in the United States and Canada. SEZL’s payment platform increases the purchasing power of consumers by offering interest-free installment plans at online stores and select in-store locations.

SEZL offers Sezzle Platform, which provides a solution for consumers’ payments that extends credit at the point-of-sale, allowing them to purchase and receive the ordered merchandise at the time of sale while paying in installments over time.

Sezzle has an expected revenue and earnings growth rate of 31.6% and 41.8%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved 8.5% over the last 60 days. 

Remitly Global Inc.Remitly Global is a mobile-first provider of remittances and financial services for immigrants. RELY a cross-border payment company engages in the provision of digital financial services in the United States, Canada, and internationally. RELY offers cross-border remittances and complementary financial services through mobile application and website.

Remitly Global has an expected revenue and earnings growth rate of 20.4% and more than 100%, respectively, for the current year. The Zacks Consensus Estimate for the current year’s earnings has improved more than 100% over the last 60 days. 

© Chaay_Tee / iStock via Getty Images

Pre-Market Stock Futures: Futures are trading higher as we get ready to start a holiday-shortened trading week, with the Federal 4th of July holiday scheduled for Friday, before we celebrate the 250th anniversary of the country on Saturday. Futures are higher after reports that the U.S. and Iran have agreed to halt hostilities, which we have heard before. We will wait to see if it holds, but it is positive nonetheless.  All of the major indices finished lower on Friday, except the small-cap Russell 2000, which closed barely higher at 3,010, up 0.07%, and is still the leading index for 2026, up over 20% on the year. The Nasdaq led the other indices lower, closing down 0.24% on Friday for the fifth straight session, at 25,297. The S&P 500 and the Dow Jones Industrial Average finished the session at 7,354 and 51,876, down 0.05% and 0.09%, respectively. We could see more volatility this week as the second quarter comes to an end and portfolio window dressing and reallocations take place.

Treasury Bonds: Treasury yields were flat to slightly lower once again on Friday, as falling oil prices are starting to put the brakes on the inflation and rate-hike narrative. The 30-year-long bond finished the session just higher at 4.87%, while the benchmark 10-year note closed at 4.38%. On May 19th, they traded at 5.20% and 4.69%, with the 30-year bond at the highest level since 2007. 

Oil and Gas: Once again, oil plunged on Friday as traders cited easing supply concerns, which have erased nearly all of its wartime gains as an increasing number of tankers resumed transit through the Strait of Hormuz. Brent crude closed trading Friday at $71.99, down 4.34%, while West Texas Intermediate closed at $69.23, down 3.74%. Natural gas, which has been on a roll, also finished the day lower at $3.28, down 0.49%.

Gold Gold continued to rally, finishing strongly on Friday, closing the session at $4088 up 1.55%, and Silver was last seen at $50.05 up 2.55%. Gold prices rebounded late last week after the Federal Reserve’s preferred inflation measure came in line with expectations. The softer-than-feared inflation data eased concerns, pushing both the U.S. dollar and Treasury yields lower. A weaker dollar makes the non-yielding metal more affordable for international buyers, lending fresh support to bullion prices.

Crypto: Cryptocurrencies traded broadly lower on Friday, dragged down by shifting Federal Reserve rate expectations and a massive wave of Bitcoin liquidations. The slump was punctuated by heavy outflows from spot ETFs. Bitcoin fell toward $59,000, hitting 20-month lows, before attempting to hold. That move lower extended the week’s losses to almost 17%. At 8 AM EDT, Bitcoin is trading at $60,630, while Ethereum is quoted at $1,593.

24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.

Here are some of the best Wall Street analyst upgrades, downgrades, and initiations seen on Monday, June 29, 2026.  

Upgrades: Casey’s General Stores (NASDAQ: CASY | CASY Price Prediction) was upgraded to Outperform from Market Perform at BMO Capital, with an unchanged $950 target price. Delek US Holdings (NYSE: DK) was raised to Buy from Hold at TD Cowen, which bumped the price target on the shares to $58 from $50. FuelCell Energy (NASDAQ: FCEL) B. Riley upgraded the shares to Buy from Neutral, and raised the target price to $32 from $13. Roblox (NYSE: RBLX) was upgraded to Buy from Neutral at Arete, which lifted the target price to $95 from $75. Warner Bros. Discovery (NYSE: WBD) was upgraded to Buy from Neutral at Seaport Research, with a $31 target price. Downgrades: Adobe (NASDAQ: ADBE) was downgraded to Neutral from Buy at Phillip Securities, which slashed its target price to $203 from $385. Alkermes (NASDAQ: ALKS) was downgraded to Underperform from Neutral at Bank of America, with a $38 target price. CrowdStrike Holdings (NASDAQ: CRWD) was cut to Neutral from Buy at Arete with a $730 target price objective. Salesforce (NYSE: CRM) was downgraded to Neutral from Buy at Phillip Securities, which dropped the target price for the company to $166 from $270. Synaptics (NASDAQ: SYNA) was cut to Equal Weight from Overweight at Barclays, which raised the target price to $138 from $110. Initiations: Applovin (NASDAQ: APP) was started with a Strong Buy rating at Raymond James, which has a $640 target price for the shares. Honeywell Aerospace (NASDAQ: HONA) was initiated with a Buy rating at Melius Research, with a $306 target price. Six Flags Entertainment (NYSE: FUN) was initiated with an Outperform rating at Citizens, with a $29 target price. Quantinuum (NASDAQ: QNT) was started with an Overweight rating at JPMorgan, with a $97 target price. TeraWulf (NASDAQ: WULF) was initiated with a Buy rating at Bank of America, with a $36 target price.

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

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Have your propane tank inspected and filled ahead of July 4, the busiest day for backyard BBQs

PHOENIX--(BUSINESS WIRE)--Be sure your Fourth of July barbecue is a tasty, entertaining and safe experience for your family and friends. A safe grilling experience starts with a tank safety inspection and propane refill from your neighborhood U-Haul facility.

“We take propane safety seriously,” U-Haul Propane Manager Scott Johnson said. “We want people to enjoy their holiday without worrying about their tank’s safety.”

Share Free safety checks are available this week at more than 1,200 U-Haul-owned and -operated stores where propane refills are sold.

Summertime demand for propane spikes prior to July 4, widely considered the busiest grilling day of the year. The annual U-Haul safety campaign includes free inspections and qualification checks on tanks while sending customers home with free dust caps, free dust plugs, a free fresh tank sleeve, and free tie-down twine to secure their propane tank in a full upright position as they travel.

“We take propane safety seriously,” U-Haul Propane Manager Scott Johnson said. “U-Haul propane-certified technicians will check the qualification date on each cylinder, examine the valve for leaks, and inspect the tank for dents, cracks, gouges and rust. We want people to enjoy their holiday without worrying about their tank’s safety.”

In addition to propane refills, U-Haul offers propane exchange and delivery at a number of its locations. Find tank exchange sites and serviceable zip codes for propane delivery at uhaul.com/propane.

Johnson estimates as many as 60 million BBQ-size propane tanks are sold and refilled in the U.S. each year. Many of these cylinders have lapsed from routine checks and cannot be legally filled without inspection and requalification for safety purposes.

Propane tanks are qualified for 12 years from the original manufactured date in the U.S. or 10 years in Canada. This date is typically stamped on the tank collar or foot. If qualification has lapsed, customers have two options:

Visit a propane company to have the tank requalified if it passes inspection. That can cost about $25, and requalification lasts five years. Purchase a new 20-pound steel BBQ tank that is qualified for 12 years in the U.S. or 10 years in Canada. It sells at U-Haul centers for $49.95 in the U.S. and $59.95 in Canada and can be purchased online for $54.95. U-Haul utilizes the S.T.E.P. program (Safety, Training, Equipment, and Promotion) to deliver propane safely, cleanly and conveniently. The U-Haul propane certification program for Team Members and the U-Haul propane website promoting consumer safety tips and education information both align with the Propane Education Research Council.

Along with strict safety training standards, U-Haul uses an online service request system that connects U-Haul centers to propane vendors to report any equipment issues and ensure that propane is available to safely dispense every day. The S.T.E.P. program makes U-Haul the industry leader in safely and effectively meeting customer demand.

“When handled correctly, propane is a safe and efficient energy source,” Johnson said. “We have over 7,000 propane-certified Team Members who are trained to identify any issue with the cylinders and dispense the cleaning-burning gas safely at low prices. We encourage all of our customers to take advantage of our free inspections before they open their grills to start cooking and celebrating.”

Propane is the focus of several U-Haul sustainability initiatives. The Company continues to grow its propane locations to service alternative-fuel vehicles and champions products like the 3-pound refillable propane cylinder and appliance adapters, a safer and more responsible choice than disposable tanks. Read more on U-Haul ecofriendly practices at uhaul.com/about/sustainability.

About U-HAUL

Founded in 1945, U-Haul is the No. 1 choice of do-it-yourself movers with more than 24,000 rental locations across all 50 states and 10 Canadian provinces. The U-Haul app makes it easy for customers to use U-Haul Truck Share 24/7 to access trucks anytime through the self-dispatch and -return options on their smartphones with our patented Live Verify technology. Our customers’ patronage has enabled the U-Haul fleet to grow to approximately 204,800 trucks, 136,600 trailers and 42,000 towing devices. U-Haul, which offers rate transparency to self-storage customers through its 1-Year Price Lock, is the third largest storage operator in North America with 1,136,000 rentable storage units and 99 million square feet of self-storage space at owned and managed facilities. U-Haul is the top retailer of propane in the U.S. and the largest installer of permanent trailer hitches in the automotive aftermarket industry. Get the U-Haul app from the App Store or Google Play.

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Becomes Nation’s Leading Lime and Limestone Franchise with Industry-Leading Margins, Long-Lived Reserves and Broad Exposure to Critical Infrastructure and Industrial End MarketsAdvances SOAR 2030 Strategic Objective to Expand Specialties Platform with Attractive “Aggregates-Like” CharacteristicsTransaction Expected to be Accretive1 to Earnings and Margins in the First Year Following ClosingMartin Marietta to Host Investor Call Today at 8:30 a.m. Eastern Time RALEIGH, N.C., June 29, 2026 (GLOBE NEWSWIRE) -- Martin Marietta Materials, Inc. (NYSE: MLM) (Martin Marietta or the Company) today announced that it has entered into a definitive agreement to combine with Lhoist North America, Inc. (Lhoist North America or LNA), a subsidiary of Lhoist Group, for $13.5 billion in cash and shares of Martin Marietta common stock. The transaction is expected to be completed in the second half of 2026, subject to regulatory approvals.

Lhoist North America is a leading producer of hi-calcium lime, dolomitic lime and industrial mineral products, serving a diversified set of end markets such as domestic steel manufacturing, infrastructure and heavy nonresidential construction, environmental and agricultural applications. In addition, its products are critical inputs supporting reindustrialization and related development across North America.

LNA operates a network of 20 quarries and production facilities and 45 distribution terminals, generating $1.8 billion in gross sales and $786 million of Adjusted EBITDA2 for the twelve months ended December 31, 2025. LNA is anchored by more than 2 billion tons of high-quality limestone reserves, strategically positioned in high-growth, Sun Belt metropolitan corridors. This reserve base of over 200 years of useful life represents one of the most significant and strategically advantaged limestone positions in North America.

Ward Nye, Chair, President and CEO of Martin Marietta, stated, "This transaction represents another transformational milestone for Martin Marietta and directly advances our SOAR 2030 objective to expand our complementary, upstream Specialties segment in lime and other industrial minerals. It builds on our core quarrying competency, expands our geographic footprint and immediately establishes Martin Marietta as the leading national producer of lime solutions. As the United States continues to invest in infrastructure, advanced manufacturing, energy development and industrial expansion, demand for high-quality lime products is expected to remain resilient for decades to come.

“With long-lived limestone reserves, a complementary distribution network, and an attractive financial profile, the LNA business strengthens our portfolio, enhances our ability to serve both new and existing customers, and deepens our role in providing the critical materials necessary to build our nation’s infrastructure, manufacturing and industrial base. Importantly, it reinforces our ability to deliver consistent, through-cycle performance and long-term value creation.”

Baron Berghmans, Chairman of Lhoist Group, said, "For more than a century, our family has built Lhoist into a global leader by safeguarding world-class limestone reserves and serving our customers with discipline, quality and care. In Martin Marietta, we have found a partner who shares these values, honors the legacy we have carefully built and ensures it will endure for generations to come.”

Compelling Strategic and Financial Rationale

The combination of Martin Marietta and LNA will position Martin Marietta as the clear leader in lime and specialty mineral products, supported by a compelling set of strategic and financial drivers:

Irreplicable upstream materials platform supported by significant reserve scarcity value and positioned for through-cycle, profitable growth. The addition of more than 200 years of high-quality limestone reserves, together with combined mining expertise, enhances our strategic optionality and positions us to maximize the value of an extensive portfolio of hi-calcium, dolomitic lime and industrial mineral products.Highly complementary footprint in key Southeast and Southwest geographies. LNA’s assets are located across key Sun Belt metropolitan areas, complementing the high-growth corridors that are central to Martin Marietta's long-term growth strategy. The transaction will deepen the Company's presence in Texas and the Southeast and enhance its ability to serve new and existing customers through the combined distribution terminal network.Provides a differentiated product offering and attractive exposure to high-growth end markets. The combination of Martin Marietta and LNA establishes a differentiated portfolio of aggregates, lime and specialty product solutions, enhancing our ability to serve large-scale and complex infrastructure and industrial mega-projects, including highways, data centers, semiconductor fabrication and LNG facilities.Accretive to margins and earnings per share with multiple levers for value creation and substantial cash flow generation. Martin Marietta expects to realize approximately $85 million in annual run-rate cost synergies, with additional potential upside from commercial and operational opportunities. The transaction is expected to be accretive3 to earnings and margins in the first full year following close. Transaction Details and Approvals

The transaction values LNA at an enterprise value of approximately $13.5 billion, implying a multiple of approximately 15x Adjusted EBITDA4 for the twelve months ended December 31, 2025, including run-rate cost synergies. Consideration will consist of $7.0 billion in cash (subject to customary adjustments) and shares of Martin Marietta common stock valued at $6.5 billion based on the volume-weighted average price per share over the 15 consecutive trading days prior to signing. Upon closing, the Berghmans family is expected to own approximately 15% of Martin Marietta on a fully diluted basis and will have the right to appoint one director and one observer to Martin Marietta’s Board of Directors. Martin Marietta expects its Combined Net Leverage5 ratio to be approximately 3.7x at closing with a target of reducing this ratio to below 2.5x within 24 months of closing through strong free cash flow generation.

The transaction is expected to close in the second half of 2026 subject to receipt of required regulatory approvals.

Advisors

Goldman Sachs & Co. LLC (GS) is serving as exclusive financial advisor to Martin Marietta and GS’ affiliates, Goldman Sachs Bank USA and Goldman Sachs Lending Partners LLC provided fully committed debt financing. Cravath, Swaine & Moore LLP and Bredin Prat are serving as legal advisors.

BNP Paribas S.A., JPMorgan Chase & Co. and Rothschild & Co. are serving as financial advisors to Lhoist Group, and Latham & Watkins LLP is serving as legal advisor.

Conference Call Information

Registrations for the conference call at 8:30 a.m. Eastern Time can be made at www.martinmarietta.com. Upon registration, a link to join the call and dial-in details will be made available.

The conference call may also be accessed by dialing +1 (646) 307-1963 and using conference ID 1612819. Please dial-in at least 15 minutes in advance to ensure a timely connection. An on-demand replay will be available on the Company’s website approximately two hours following the conclusion of the live broadcast and will be available for one year.

About Martin Marietta

Martin Marietta, a member of the S&P 500 Index, is an American-based company and a leading supplier of aggregates and other building materials. Through a network of operations spanning 29 states, Canada and The Bahamas, dedicated Martin Marietta teams supply the resources necessary for building the solid foundations on which our communities thrive. Martin Marietta’s Specialties business provides high-purity magnesia and dolomitic lime products used worldwide in environmental, industrial, agricultural and other specialty applications. Upon completion of the LNA combination, Martin Marietta expects to become the nation’s leading producer of lime and limestone solutions. For more information, visit www.martinmarietta.com or www.magnesiaspecialties.com.

About Lhoist Group

Lhoist is a privately held Belgian industrial company and a global leader in lime, dolomitic lime and mineral solutions. Founded in Belgium in 1889 and owned by the Berghmans family, descendants of the founder, the Group operates across more than 20 countries and serves customers in a wide range of industrial, environmental, construction and agricultural applications. Since its first U.S. investment in 1981, Lhoist has built Lhoist North America into the region’s leading platforms through a combination of acquisitions, greenfield developments and sustained industrial investment. For more information, visit www.lhoist.com.

Investor Contact:

Jacklyn Rooker
Vice President, Investor Relations
+1 (919) 510-4736
[email protected]

MLM-G.

This press release contains forward-looking statements under the federal securities laws, including the Private Securities Litigation Reform Act of 1995. These statements include: the expected timing for completing the transaction; benefits of the transaction including increased profitability, synergies and advancement of SOAR 2030 priorities; the expected financing of the transaction, including the impact on estimated Combined Net Leverage; and costs and other anticipated financial impacts of the transaction. These statements involve risks and uncertainties and are based on assumptions that the Company believes are reasonable, but which may differ materially from actual results, including, among others, risks and uncertainties relating to the timing of consummation of the transaction; the risk that the conditions to closing of the transaction may not be satisfied, or that the closing of the transaction does not occur; the risk that any regulatory approval required to complete the transaction is not obtained, or is obtained subject to conditions that are not anticipated or that the Company is not obligated to accept; the diversion of management time on transaction-related issues; global economic conditions; adverse industry conditions; and potential business uncertainty, including changes to existing business relationships during the pendency of the transaction that could affect financial performance. These statements reflect the Company’s current expectations or forecasts of future events. You can identify these statements because they do not relate only to historical or current facts and may use words such as “guidance”, “anticipate”, “may”, “expect”, “should”, “believe”, “will”, and other words of similar meaning in connection with future events or future performance. Any or all of the Company’s forward-looking statements herein and in other publications may prove to be incorrect.

Statements regarding the LNA combination contain forward-looking statements that are based on current expectations and assumptions and are subject to risks and uncertainties. Actual results may differ materially from those expressed or implied due to various factors including, but not limited to: Martin Marietta’s expected Combined Net Leverage at closing and long-term leverage targets, transaction costs, integration challenges, market conditions, and other risks described in the Company’s Securities and Exchange Commission filings.

A further list and description of risks, uncertainties and other matters can be found in Martin Marietta’s Annual Report on Form 10-K for the year ended December 31, 2025 and in Martin Marietta’s subsequent reports on Form 10-Q, including the sections thereof captioned “Other Matters” and “Item 1A. Risk Factors”, and in Martin Marietta’s subsequent reports on Form 8-K. Except as required by law, Martin Marietta does not undertake any obligation to publicly update any forward-looking statements whether as a result of new information, future events, changed circumstances or otherwise.

Important Note about Combined and Non-GAAP Financial Measures

The financial information for the combined businesses of Martin Marietta and Lhoist North America is based on management’s estimates, assumptions and projections and has not been prepared in accordance with the applicable requirements of Regulation S-X relating to pro forma financial information, and the required pro forma adjustments have not been applied and are not reflected therein. This information is provided for illustrative purposes only and should not be considered in isolation from, or as a substitute for, the financial statements of Martin Marietta or Lhoist North America. These measures do not reflect what the combined company’s financial condition or results of operations would have been had the proposed transaction occurred on or prior to the dates indicated. Various factors could cause actual future results to differ materially from those currently estimated by management, including, but not limited to, the risks described above.

This material contains financial measures that are not prepared in accordance with United States generally accepted accounting principles (GAAP) such as Adjusted EBITDA and Combined Net Leverage. Management believes these non-GAAP measures are commonly used by investors to evaluate the Company’s performance and, when read in conjunction with the Company’s consolidated financial statements, present a useful tool to evaluate the Company’s ongoing business performance from period to period and anticipated performance. Additionally, these are some of the factors the Company uses in internal evaluations of the overall performance of its businesses. Management acknowledges that many factors impact reported results, and the adjustments in these non-GAAP measures do not account for all such factors. Furthermore, these non-GAAP measures may not be comparable to similarly titled measures used by other companies. This material includes forward-looking non-GAAP measures for which a reconciliation is not available without unreasonable effort due to the inherent difficulty in forecasting and quantifying the comparable GAAP measures and the applicable adjustments and other amounts that would be necessary for such a reconciliation.

Adjusted EBITDA

Adjusted EBITDA is defined as earnings before interest; income taxes; depreciation, depletion and amortization; group overhead allocation; and other.

Combined Net Leverage

Combined Net Leverage reflects MLM’s estimated consolidated debt less unrestricted cash at year-end 2026, divided by the sum of 2026G Adjusted EBITDA at the midpoint of MLM’s guidance as of April 30, 2026, plus contributions from Lhoist North America inclusive of run-rate cost synergies and New Frontier Materials giving effect as if each of those transactions closed on January 1, 2026. The acquisition of New Frontier material was completed on May 15, 2026.

Lhoist North America, Inc.
Non-GAAP Financial Measures Reconciliation of 2025 Net Income to 2025 Adjusted EBITDA  2025A  (Dollars in Millions) Net income$516 Add back:  Interest expense, net of interest income 39 Income tax expense 129 Depreciation, depletion and amortization expense 76 Group overhead allocation 31 Other (5) Adjusted EBITDA$786      ______________________________

1 Excluding one-time transaction costs and purchase accounting impacts.
2 Non-GAAP financial measure. See “Important Note about Combined and Non-GAAP Financial Measures” for a reconciliation of Adjusted EBITDA to the most directly comparable GAAP measure.
3 Excluding one-time transaction costs and purchase accounting impacts.
4 Non-GAAP financial measure. See “Important Note about Combined and Non-GAAP Financial Measures” for a reconciliation of Adjusted EBITDA to the most directly comparable GAAP measure.
5 Non-GAAP financial measure. A reconciliation for Combined Net Leverage is not available without unreasonable effort due to difficulty in forecasting and quantifying the individual impacts of various purchase accounting adjustments and acquisition, divestiture and integration-related expenses, as well as comparable GAAP measures and related adjustments that would be necessary for such a reconciliation.

June 29, 2026 06:30 ET  | Source: FTAI Infrastructure

NEW YORK, June 29, 2026 (GLOBE NEWSWIRE) -- FTAI Infrastructure Inc. (NASDAQ: FIP) (the “Company” or “FIP”) announced today that it has completed the acquisition of AP Shale Logistics ManagementCo LLC, doing business as Tidewater Logistics (“Tidewater”), a barge and rail transloading company with operations in Ohio, West Virginia, and Texas. The Company acquired Tidewater for a cash consideration of approximately $45 million, funded through an upsizing of FIP’s existing term loan with existing lenders.

Tidewater Logistics is an established transloading platform, highly complementary with FIP’s Wheeling & Lake Erie Railway, serving producers, shippers, and industrial customers across key shale and energy markets in the Appalachian Basin and Gulf Coast region. FIP expects Tidewater to generate $9 million of Adjusted EBITDA in the next twelve months, with additional upside from expanded customer relationships, increased throughput volumes, and integration with FIP’s broader rail platform.

“Tidewater Logistics is a natural fit for FIP’s growing infrastructure platform. Tidewater’s barge and rail transloading capabilities are highly complementary to our existing railroad assets, and we see meaningful opportunities to expand Tidewater’s customer base and throughput volumes across its network of strategically located facilities,” said Ken Nicholson, CEO of FIP. “We continue to pursue high-quality infrastructure businesses with defensible market positions, stable cash flows, and compelling growth prospects, and Tidewater checks each of those boxes.”

Calfee, Halter & Griswold LLP served as legal counsel to the Company in connection with the acquisition.

Additional Information

For additional information that management believes to be useful for investors, please refer to the presentation posted on the IR Resources section of the Company’s website, www.fipinc.com, and the Company’s recent Form 8-K, when available on the Company’s website. Nothing on the Company’s website is included or incorporated by reference herein.

Cautionary Note Regarding Forward-Looking Statements

This communication contains forward-looking statements. Words such as, but not limited to, “will,” “believes,” “expects,” “anticipates,” “plans,” “could,” “may,” “should,” and similar expressions are intended to identify forward-looking statements. All forward-looking statements rely on a number of assumptions, estimates and data concerning future results and events and are subject to a number of uncertainties and other factors that could cause actual results to differ materially from those reflected in such statements. Factors that could cause or contribute to changes in such forward-looking statements include, but are not limited to: (1) the Company’s ability to integrate Tidewater with its existing assets and operations and to realize anticipated growth and other benefits; (2) risks related to disruption of management’s attention from the ongoing business operations of the Company due to the acquisition; (3) loss of key employees or customers following the acquisition; and (4) estimated growth opportunities and operating efficiencies being materially different from actual results. Accordingly, FIP cautions that the forward-looking statements contained herein are qualified by these and other important factors and uncertainties that could cause results to differ materially from those reflected by such statements. For more information on additional potential risk factors, please review FIP’s filings with the SEC, including, but not limited to, FIP’s Annual Report on Form 10-K, Quarterly Reports on Form 10-Q and its Current Reports on Form 8-K.

About FTAI Infrastructure Inc.

FTAI Infrastructure primarily invests in critical infrastructure with high barriers to entry across the rail, ports and terminals, and power and gas sectors that, on a combined basis, generate strong and stable cash flows with the potential for earnings growth and asset appreciation. FTAI Infrastructure is externally managed by an affiliate of Fortress Investment Group LLC, a leading, diversified global investment firm.

Non-GAAP Metrics

Adjusted EBITDA is defined as net income (loss) attributable to stockholders, adjusted (a) to exclude the impact of provision for (benefit from) income taxes, equity-based compensation expense, acquisition and transaction expenses, losses on the modification or extinguishment of debt and capital lease obligations, changes in fair value of non-hedge derivative instruments, asset impairment charges, incentive allocations, depreciation and amortization expense, interest expense, interest and other costs on pension and other pension expense benefit liabilities, dividends and accretion of redeemable preferred stock, and other non-recurring items, (b) to include the impact of our pro-rata share of Adjusted EBITDA from unconsolidated entities, and (c) to exclude the impact of equity in earnings (losses) of unconsolidated entities and the non-controlling share of Adjusted EBITDA.

For further information, please contact:

Alan Andreini
Investor Relations
FTAI Infrastructure Inc.
(646) 734-9414
[email protected]

June 29, 2026 Friday's MarketsS&P 500
7,354 (-0.05%)Nasdaq
25,298 (-0.24%)Dow
51,876 (-0.09%)Bitcoin
$59,564 (+0.23%)

Source: Image created by Jester AI.

1. Nike's Turnaround Faces Earnings Test The latest in Nike's (NKE 0.31%) turnaround journey will be with us Tuesday, as the sports equipment giant is set to round up fiscal 2026 with a fourth-quarter earnings report. Nike – recommended in Stock Advisor by Team Hidden Gems – expects revenue in the quarter to slip 2-4%, with a 20% sales dip in Greater China set to be the biggest fall. Investors should watch for margin contractions, mainly due to tariffs in the North America region.

"Nike's stock is back to where it was 10 years ago": In April, noting CEO Elliott Hill had only rejoined about a year ago, TMF chief investment officer Andy Cross said, "I still want to give them another year or two." He added, "I think come fiscal 2027 we'll start to see the financial side catch up with the brand strength, especially if we get a little help on the tariff side which is hitting profits." Nike insiders plough $2 million into the stock: Around the same time, Fool analyst Jason Moser noted, "CEO Elliott Hill bought 23,660 shares for about $1 million and Apple's (AAPL +3.37%) CEO Tim Cook (Nike board member) bought 25,000 shares for a little over $1 million." 2. AI Jitters Send Markets Into Continued Slide Tech stocks suffered one of their worst weeks in a year, pushing the Nasdaq down another 4.6% with the S&P 500 falling 1.95%. Though memory maker Micron (MU 6.59%) enjoyed a standout week on the back of bumper quarterly earnings, concerns over the sustainability of AI spend mean Mag 7 stocks have lost close to $2.8 trillion in total market cap so far this month, according to FactSet (FDS +10.96%).

Yet another U.S. vs Iran ceasefire: Stock futures edged up again this morning, after reports indicate the strikes exchanged by the two sides over the weekend have ended. In early trading, S&P 500 futures rose close to 0.7% with Nasdaq futures up around 1%. Unemployment rate expected to stay at 4.3%: With markets closed this coming Friday for the July 4 weekend, the June jobs print will be brought forward to Thursday. Analysts expect around 118,000 non-farm jobs added in the month, down from May's 172,000.

3. Earnings We're Watching This Week: GIS, FDS, and AVAV

General Mills (GIS +1.72%) should provide food retail information Wednesday, as it reports its final quarter of fiscal 2026. It follows an 8.3% revenue drop in Q3, with core North America sales down 14%. The outlook at Q3 time suggested a 16% to 20% EPS decline for the full year. FactSet reports Q3 Wednesday, after reporting robust sales gains and strong new client wins in Q2. The Rule Breakers rec raised its full-year revenue outlook to between $2,450 million and $2,470 million – after being "encouraged by early AI contributions," in the words of CFO Helen Shan. AeroVironment (AVAV +1.08%), another Rule Breakers recommendation, will post Q4 and full-year earnings after today's market close. Management expects annual revenue in the range of $1.85 billion to $1.95 billion, as analysts predict $556 million in Q4. Investors should watch the company's review of compliance with Department of Defense security standards.

4. Axon's CEO on Drinking the Kool-Aid

Recommended by both Team Rule Breakers and Team Hidden Gems, Axon (AXON +4.68%) CEO Rick Smith used a Wall Street Journal interview to make the case for going all-in on AI policing tools, casting caution as the real risk. "Most businesses are going to move too slow, because nobody wants to be seen as crazy," he said, arguing the payoff requires being "a Kool-Aid drinker" who believes "this exponential stuff is gonna pay off."

A line-in-the-sand streak: Recalling his body-camera gamble, Smith says he invoked Patton and Cortés to tell staff "there is no halfway"--"we're either going to succeed or die trying." The pitch to shareholders: Smith frames Axon's tools as giving police alternatives to guns. He has told investors the company is handing customers "genuine superpowers"--"the ability to do things that simply were not possible before." 5. Today's Take: How Much Is Too Much?

I don't invest with strict caps like "never above 10% or 20%." But if my portfolio returns become dependent on one single company being right, I force myself to revisit my original investment thesis with greater skepticism.-- Neha Chamaria Team Hidden Gems

6. Your Take What has been your best investment decision this month – and your worst? What did each teach you?

Share with friends and family, or become a member to hear what your fellow Fools are saying!

This image and article was created using Large Language Models (LLMs) based on The Motley Fool's insights and investing approach. It has been reviewed by our AI quality control systems. Since LLMs cannot (currently) own stocks, it has no positions in any of the stocks mentioned. The Motley Fool has positions in and recommends AeroVironment, Apple, Axon Enterprise, FactSet Research Systems, Micron Technology, and Nike. The Motley Fool has a disclosure policy.

BETHESDA, Md.--(BUSINESS WIRE)--Walker & Dunlop, Inc. Capital Markets EMEA announced today that it arranged a $191 million (€168.14 million) refinancing for Project Dutch Lion, a diversified portfolio of 19 office assets located across eight municipalities throughout the Netherlands.

Led by Claudio Sgobba and Patrick Smith, the financing was arranged on behalf of Time Equities (TEI), a privately held global real estate investment, development, and asset management company headed by Francis Greenburger. The debt capital was secured from U.K.-based insurer Aviva Investors, the global asset management business of Aviva plc. The transaction, which closed at 55% loan-to-value, consists of $134.5 million (€118 million) refinancing and a $57 million (€50 million) accordion facility for future acquisitions and portfolio growth.

“Successfully arranging long-term financing for a large-scale Dutch office portfolio in today’s market requires a lender that understands both the strength of the underlying real estate and the sponsor’s long-term business plan,” said Claudio Sgobba, senior managing director and co-head of Capital Markets EMEA at Walker & Dunlop. “Project Dutch Lion represents a highly diversified portfolio with strong occupancy, substantial government-backed income, and excellent sustainability credentials. Aviva Investors recognized the quality of the assets and TEI’s proven track record as an owner and operator, resulting in a financing solution that supports both the existing portfolio and future growth initiatives.”

Project Dutch Lion comprises approximately 1.5 million square feet of net internal area across 19 office assets strategically located throughout the Netherlands, including Amsterdam, The Hague, Utrecht, Rotterdam, Arnhem, Apeldoorn, and other established regional office markets. The portfolio benefits from significant geographic and tenant diversification, with occupancy of approximately 90% and more than 65 tenants spanning government, professional services, healthcare, technology, logistics, and other sectors.

“This financing demonstrates Time Equities’ continued growth and long-term investment strategy in Europe. We are most excited about Aviva’s interest in lending against our growing portfolio in Europe,” said Aaron Medeiros, director at TEI. “We expect to be very active in the coming year with a focus specifically in the Netherlands, Belgium, and the UK. Claudio Sgobba and Patrick Smith not only met our financing objectives but exceeded in both terms and quality of lender with a new institutional lending relationship with Aviva.”

The refinancing was completed to replace existing debt and provide TEI with additional flexibility to execute its long-term asset management strategy. Walker & Dunlop conducted a broad financing process involving both banks and insurance companies active in the Dutch office sector. Following competitive lender engagement, Aviva was selected based on its ability to provide the most attractive combination of leverage, pricing, structural flexibility, and certainty of execution.

“As we continue to grow our activity in Europe, we are focusing on engaging with high-quality sponsors which can combine a longer-term investment horizon with a strong focus on energy efficiency and sustainability, making assets relevant further into the future. We think Time Equities is an excellent example of this and we are delighted to be working with it on this refinancing,” said Gregor Bamert, head of Real Estate Debt at Aviva Investors.

Sustainability has been a key component of the portfolio’s value creation strategy. All assets hold Dutch energy ratings of A or higher, with more than half achieving A+ or better. These credentials far exceed the Netherlands’ minimum office energy requirements and position the portfolio well as occupiers continue to demand energy-efficient workplaces. The sponsor has invested in building upgrades, amenity enhancements, and operational improvements designed to support tenant retention, leasing velocity, and long-term asset relevance.

About Walker & Dunlop

Walker & Dunlop (NYSE: WD) is one of the largest commercial real estate finance and advisory services firms in the United States and internationally. Our ideas and capital create communities where people live, work, shop, and play. Our innovative people, breadth of our brand, and our technological capabilities make us one of the most insightful and client-focused firms in the commercial real estate industry.

More News From Walker & Dunlop, Inc.

Investors looking for income and stability often eye the insurance world. Choosing between Corebridge Financial (CRBG +1.67%) and F&G Annuities & Life (FG +2.00%) requires weighing different asset scales against valuation multiples in 2026.

Corebridge is a massive retirement solution provider that recently spun off from a global giant, while F&G focuses on high-growth annuity and life insurance products. Both companies benefit from an aging population seeking guaranteed income. This comparison explores which company offers the better balance of growth and financial stability for your portfolio.

Corebridge Financial provides retirement solutions and insurance products to individuals and institutional clients. The company manages nearly $385 billion in assets and administration, serving approximately 20,000 retirement plans across the United States. It focuses on retirement savers, employers, and nonprofit organizations within the insurance stocks category.

In FY 2025, revenue reached nearly $20 billion, representing a growth rate of roughly 12% compared to the previous year. However, the company reported a net loss of approximately $366 million during this period, which is a significant decline from the previous year. This net loss follows a period of higher net income, reflecting the volatility often seen in the financial services sector.

As of its December 2025 balance sheet, the debt-to-equity ratio was roughly 0.8x. This ratio measures total debt against shareholder equity, where a lower number usually suggests less financial leverage. The current ratio, which measures a firm's ability to cover short-term debts with short-term assets, was approximately 2.8x. Free cash flow, or the cash left after paying for capital expenditures, was nearly $2.0 billion for the fiscal year.

The case for F&G Annuities & LifeF&G Annuities & Life focuses on providing fixed annuities, life insurance, and institutional products like pension risk transfers. The company manages approximately $57.6 billion in assets and serves close to 778,000 policyholders. It targets retail customers looking for retirement stability and institutional clients seeking to manage long-term pension liabilities.

During FY 2025, the company generated revenue of nearly $5.7 billion, which was about flat compared to last year. Unlike its peer, it maintained a positive net margin of approximately 4.6%, resulting in net income of about $265.0 million. This performance suggests a more consistent ability to turn revenue into profit during the recent fiscal cycle.

Based on the December 2025 balance sheet, the company had a debt-to-equity ratio of roughly 0.5x. This indicates that for every dollar of equity, the firm carries about $0.50 in total debt. Free cash flow for the year was nearly $4.7 billion, providing the company with significant liquidity to fund its operations and potential growth initiatives.

Risk profile comparisonCorebridge Financial faces risks from fluctuating interest rates, which can reduce the fair value of its liabilities and investment income. The company also deals with counterparty credit risk, where the failure of a reinsurer or derivative partner could lead to losses. Furthermore, it relies heavily on third-party managers like Blackstone and BlackRock for its investment portfolio. Cybersecurity remains a constant threat, as legacy systems may be vulnerable to data breaches or operational disruptions.

F&G Annuities & Life is sensitive to its financial strength ratings, as a downgrade could increase its cost of capital and hurt sales relationships. Like its competitor, it relies heavily on Blackstone for asset management, with limited ability to switch managers quickly. The company also faces interest rate risk, which could lead to customers withdrawing funds if market rates rise too rapidly. Past security incidents, such as a vendor data breach in 2023, highlight the ongoing risk of cybersecurity threats to its operations.

Valuation comparisonCorebridge Financial trades at a lower multiple of future earnings, while F&G Annuities & Life offers a much lower price-to-sales ratio relative to its annual revenue.

MetricCorebridge FinancialF&G Annuities & LifeSector BenchmarkForward P/E5.7x7.2x16.6xP/S ratio4.4x0.7xn/aSector benchmark uses the SPDR XLF sector ETF. Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.

Which stock would I buy in 2026?Over the last five years, as of June 23, F&G Annuities has returned more than 80% on a total return basis, compared to about 65% for Corebridge. Both are strong performances, though they lag the S&P 500’s more than 90% gain during that time. And while historical data can be helpful, past results don’t guarantee future performance.

Financial companies like these can be good additions to a portfolio if you’re looking for income, diversity, and stability. F&G, for example, pays a 3.7% annual dividend yield, compared to 3.5% for Corebridge.

Despite its higher forward P/E, I like F&G in this matchup because of its more attractive debt profile and free cash flow. F&G also benefits from its close institutional relationship with Fidelity National Financial, which holds an approximately 70% ownership stake in F&G after a partial spinoff in 2022. That large institutional backing provides managerial stability and financial backing, and makes up for F&G’s smaller asset size compared to Corebridge.

Investors in these companies should continue to monitor macroeconomic indicators such as inflation and interest rates, as both of these financial companies are susceptible to headwinds.

The global space economy could expand from $626 billion in 2025 to $1.8 trillion by 2035, according to McKinsey's latest estimates. Many investors might think SpaceX (SPCX +0.13%), which just went public, is the top play on that secular trend.

However, SpaceX's unprofitable space and AI businesses will wipe out Starlink's profits for the foreseeable future, and it still trades at more than 100 times last year's sales. So instead of chasing SpaceX right now, it might be smarter to buy Intuitive Machines (LUNR +5.94%).

Image source: Getty Images.

Why is Intuitive Machines worth buying? Intuitive Machines develops lunar landers and exploration vehicles for NASA. It's sent two landers (IM-1 in 2024 and IM-2 in 2025) to the moon so far. IM-1 marked NASA's first successful moon landing since 1972, and it helped the company secure additional lunar logistics and near-space network services (NSNS) contracts from NASA.

From 2025 to 2028, analysts expect Intuitive's revenue to surge from $210 million to $1.39 billion, with profitability in the final year. Its upcoming lunar missions and its expansion into a more diversified space services provider should drive that growth.

However, Intuitive trades at just 9 times its 2025 sales and 3 times its projected 2026 sales. That lower valuation makes it a more attractive investment in this frothy market.

Leo Sun has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intuitive Machines. The Motley Fool has a disclosure policy.

June 29, 2026 08:30 ET  | Source: Alto Ingredients, Inc.

PEKIN, Ill., June 29, 2026 (GLOBE NEWSWIRE) -- Alto Ingredients, Inc. (NASDAQ: ALTO), a leading producer and distributor of renewable fuels, essential ingredients and specialty alcohols, today announced it has been added to the Russell 2000® and Russell 3000® Indexes, effective after the close of U.S. markets on Friday, June 26, 2026.

"Joining the Russell 2000® and Russell 3000® Indexes is an exciting milestone for Alto Ingredients as we build on our operational momentum and continue executing initiatives designed to improve profitability, diversify revenue streams and unlock long-term value for our shareholders,” said Bryon McGregor, President and Chief Executive Officer. “We look forward to the expanded institutional exposure this brings Alto Ingredients.”

The Russell US Indexes are among the most widely referenced benchmarks in the investment community, used by institutional investors and asset managers for index funds and active investment strategies alike.

About Alto Ingredients, Inc.
Alto Ingredients, Inc. (NASDAQ: ALTO) is a leading producer and distributor of renewable fuels, essential ingredients and specialty alcohols. Leveraging the unique qualities of its facilities, the company serves customers in a wide range of consumer and commercial products in the Health, Home & Beauty; Food & Beverage; Industry & Agriculture; Essential Ingredients; and Renewable Fuels markets. For more information, please visit www.altoingredients.com.

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995:
Statements and information contained in this communication that refer to or include Alto Ingredients’ estimated or anticipated future results or other non-historical expressions of fact are forward-looking statements that reflect Alto Ingredients’ current perspective of existing trends and information as of the date of the communication. Forward-looking statements generally will be accompanied by words such as “anticipate,” “believe,” “plan,” “could,” “should,” “estimate,” “expect,” “forecast,” “outlook,” “guidance,” “intend,” “may,” “might,” “will,” “possible,” “potential,” “predict,” “project,” or other similar words, phrases or expressions. Such forward-looking statements include, but are not limited to, statements concerning Alto Ingredients’ expectations about future profitability, revenue diversification, long-term shareholder value and the anticipated benefits of inclusion in the Russell indexes. Actual results may differ materially from Alto Ingredients’ current expectations depending upon a number of factors affecting Alto Ingredients’ business and plans. Forward-looking statements are based on current expectations, estimates, assumptions and projections and involve known and unknown risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statements. These risks and uncertainties include, among others, commodity price volatility, regulatory changes, market conditions, and other events, factors and risks previously and from time to time disclosed in Alto Ingredients’ filings with the Securities and Exchange Commission including, specifically, those factors set forth in the “Risk Factors” section contained in Alto Ingredients’ Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on May 8, 2026. Alto Ingredients assumes no obligation, and does not intend, to update any forward-looking statements, except as required by law.

Company IR and Media Contact:
Michael Kramer, Alto Ingredients, Inc., 916-403-2755
[email protected]

IR Agency Contact:
Jody Burfening, Alliance Advisors Investor Relations, 212-838-3777
[email protected]