Nvidia invested $2 billion in neocloud infrastructure provider CoreWeave (CRWV 2.27%) in January this year to help the latter build artificial intelligence (AI) factories powered by its chips. That investment has appreciated 11% since then despite bouts of volatility.
However, it won't be surprising to see this AI stock jump higher in the future, as it plays an important role in the AI infrastructure ecosystem by building dedicated AI data centers. Let's look at the reasons why this fast-growing company could be an ideal addition to your portfolio right now.
Image source: The Motley Fool.
CoreWeave's enormous backlog is going to fuel years of terrific growth Cloud computing giants such as Meta Platforms and Microsoft have been spending heavily on building AI data centers. Microsoft reported remaining performance obligations (RPO) of $627 billion in the previous quarter, nearly doubling year over year due to increasing demand for its AI services. Meta, on the other hand, is spending big on data center infrastructure to build AI products for customers and advertisers.
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CoreWeave has been the beneficiary of their aggressive capital spending, landing massive contracts to provide data center capacity for these companies. However, CoreWeave's customer base extends beyond these hyperscalers, as the likes of OpenAI and Anthropic have also turned to CoreWeave to build data centers.
In fact, CoreWeave noted in its May earnings call that it has 10 customers who have committed to spending at least $1 billion each to rent data center capacity from the company. Moreover, CoreWeave is diversifying its customer base by adding financial services clients, such as Jane Street and Hudson River Trading. It has also added other pure-play AI companies, such as Perplexity AI, to its client list.
Goldman Sachs predicts that data center power demand in the U.S. is going to double by next year, rising to 66 gigawatts (GW) from 31 GW in 2025. Not surprisingly, AI companies and hyperscalers have been quickly buying the available data center power capacity from the likes of CoreWeave.
This explains why CoreWeave's revenue backlog sits at a remarkable $99.4 billion, with the metric growing by 284% year over year in Q1. For comparison, the company's quarterly revenue rose 112% to $2.1 billion. That revenue growth rate will accelerate sharply as CoreWeave builds more data centers.
The company's active data center power capacity crossed the 1 GW mark in Q1. Importantly, it increased its contracted power capacity to 3.5 GW. The contracted capacity is the electrical power that CoreWeave has secured from utility providers to build AI data centers. This suggests CoreWeave can more than triple its active capacity in the future. What's worth noting is that CoreWeave aims to build 8 GW of active data center capacity by the end of the decade.
Of course, building AI data centers is a capital-intensive endeavor, which explains why CoreWeave has been taking on significant debt to fund its expansion. As a result, its interest expense doubled year over year in Q1 to $536 million. CoreWeave has raised $20 billion this year through debt and equity financing, suggesting that interest expenses will continue to weigh on its bottom line.
However, the company is trying to lower financing costs, with management pointing out that it is "broadening access to capital at lower blended cost will continue to be an important lever for CoreWeave as we convert backlog to revenue and operating cash flow." CoreWeave estimates that it will convert 36% of its backlog into revenue over the next two years, while 75% of the backlog is likely to be recognized as revenue over the next four years.
As a result, CoreWeave expects its annualized run rate revenue to jump from $18 billion at the end of 2026 to $30 billion at the end of 2027. The aggressive conversion of CoreWeave's backlog into revenue will also boost its bottom line.
Data by YCharts
Here's why this stock looks like a potential multibagger CoreWeave stock has jumped by 22% in 2026, which helps explain why it can still be bought at just under 8 times sales, which isn't very expensive considering that the tech-focused Nasdaq Composite index has a price-to-sales ratio of 5.2. The slight premium it trades at can be justified by its ballooning backlog, triple-digit revenue growth, and the ability to sustain solid growth in the future.
Data by YCharts
If CoreWeave's top line indeed jumps to $40 billion by the end of 2028 and it trades at the Nasdaq Composite's sales multiple, its market cap could increase to $208 billion. That's significantly higher than its current market cap of $53 billion, indicating that this growth stock could become a multibagger. That's why buying CoreWeave seems like a no-brainer right now, as it is pulling the right strings to capitalize on the booming demand for AI data centers.
In 1873, Jules Verne's novel Around the World in 80 Days became his first international success. The seemingly impossible prospect of circumnavigating the entire world in so short a timespan captured the global imagination.
That's because only a few years prior, it was impossible. It was only doable thanks to three engineering feats: the completion of the Suez Canal and the U.S. transcontinental railroad in 1869, and the linking of the Indian railways in 1870.
Now Elon Musk is proposing a new engineering feat that we might call Around the World in 80 Minutes. Is it a game changer for his Space Exploration Technologies (SPCX +0.13%), or SpaceX?
Here's the sounds-like-something-out-of-a-sci-fi-novel idea behind the "Starfall" project, and whether it bolsters the bull case for SpaceX.
Image source: Getty Images.
Faster than a speeding bullet Everything's faster in space.
That's the big idea behind Starfall. Traditional airplanes can travel at a poky 575 mph, and the now-retired Concorde supersonic jet had a cruising speed of 1,350 mph. The Earth's atmosphere and those pesky laws of physics prevent pretty much anything besides a missile from going much faster than that.
But in near-Earth orbit, satellites like the International Space Station travel at about 17,500 mph (5 miles per second). At that velocity, they make a complete orbit of the Earth in about 90 minutes. So if you wanted to deliver something to the opposite side of the globe as quickly as possible, you could launch it into space and then drop it out of orbit just 45 minutes later. That would deliver the payload well before any traditional delivery method (even the Concorde would take more than 9 hours).
But... can SpaceX actually pull this off? A new test suggests it can.
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Stronger than a locomotive Starfall was developed under a veil of secrecy, but we have a publicly available FAA environmental assessment that tells us a little bit about the program. It says that Starfall will "enable point-to-point delivery of critical cargo through space on rapid timelines." The FAA approved the program for testing, and the first test occurred on Tuesday.
One of SpaceX's Falcon Heavy rockets carried a Starfall reentry pod into near-Earth orbit. The rocket then separated, at which point the upper stage was scheduled to carry the pod in orbit around the Earth twice, then guide it back into the atmosphere, where it would achieve a parachute-assisted splashdown in the Pacific Ocean. I say "was scheduled to" because while SpaceX has confirmed the successful launch, separation, and return of the Stage 1 Falcon Heavy rocket, it hasn't provided details about the upper-stage rocket's flight or its payload.
All we know is that the Starfall pod weighs about 4,600 pounds, with a 2,200-pound payload capacity, and looks like a cylindrical disc about 10 feet in diameter and 2.5 feet tall.
Able to leap tall valuations in a single bound We don't know whether the recent Starfall test was successful, so it's impossible to know for certain how close this technology is to becoming a reality. But one thing's for sure: It won't be used for getting that inexpensive Temu dress to your doorstep in time for your hot date tonight. At least, not at first.
For one thing, Starfall capsules can't apparently take themselves out of orbit, but are reliant on their launch vehicle to place them on a trajectory for reentry. Until SpaceX's fully reusable Starship vehicle comes online, that means burning an expensive upper-stage rocket with every Starfall capsule delivery.
Image source: Getty Images.
But if SpaceX's reusable Starship comes online in its current form, it will only have a few possible landing sites due to its size. Starfall capsules could offer the flexibility to deliver payloads to far-flung locations where Starships can't land. The U.S. military could certainly use technology that could deploy a one-ton payload anywhere in the world in 80 minutes from a reusable launch vehicle, even if the initial cost is high.
Launch costs in general are expected to continue dropping sharply as SpaceX improves its technology and introduces the fully reusable Starship. So it's possible that Starfall could someday power consumer deliveries. But that won't happen in the next 80 days ... or even the next 80 weeks.
Ultimately, while Starfall could someday generate a valuable revenue stream for SpaceX, investors shouldn't try to factor it into their analysis just yet. Instead, we should at least wait for confirmed details before updating our SpaceX valuation.
Plenty of stocks are down quite a bit just since the middle of the month. But it's Alphabet (GOOG 2.15%) (GOOGL 1.73%) that's arguably inflicted the most net damage. The S&P 500's (^GSPC 0.05%) second-biggest name is now sitting 15% below its mid-May peak, clearing the way for other similarly sized names to suffer similar stumbles. And many of them have.
Veteran investors know, however, that such setbacks are opportunities more often than they're omens.
With that as the backdrop, here's a closer look at three megacaps to buy on the dip led by Alphabet.
Image source: Getty Images.
Broadcom The proliferation of artificial intelligence (AI) has been a boon for Broadcom's (AVGO 3.39%) business. Shares are up more than 556% since late 2022, in fact, on more than a doubling of the tech company's revenue and comparable growth of its bottom line.
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Of course, if demand for AI solutions weakens and, as a result, undermines demand for AI data center hardware, this growth will slow. If and when it does, AVGO's steep valuation suddenly becomes a liability.
The likelihood of a dramatic reduction in demand for data center connectivity equipment, however, is actually pretty low. Owners and operators seem pretty committed to the $725 billion they've earmarked to invest in infrastructure this year, no matter how much demand for the service it provides is actually in the cards. This ticker's 20% pullback from its early June peak -- mostly due to disappointing Q3 guidance -- may already fully price in whatever headwinds are blowing here.
Meta Platforms Shares of Facebook parent Meta Platforms (META +1.50%) were falling well before the recent marketwide stumble. It just accelerated the decline. This stock's now down 30% from last August's peak and still knocking on the door of new multi-month lows, mostly because investors have been shellshocked by Meta's 2026 capital expenditure budget, which is up to $145 billion.
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Largely lost in the noise is the fact that Meta is perhaps positioned as well as any company can be to do something constructive with its AI computing capacity. After all, it's got 3.56 billion consumers using at least one of its products at least once every day.
And the evidence of this argument is in the numbers. Although its active headcount actually fell in Q1, total ad impressions still grew 19% year over year, while the average price per impression improved 12%.
Finally, if you're looking for discounted megacaps to buy here, put the recent bearish ringleader on your watch list, if not in your portfolio. That's the aforementioned Alphabet.
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It's seemingly at risk of a broad AI slowdown. Just dig deeper. It's gaining market share in public cloud services (leveraging its existing reach within the institutional market), as is its AI chatbot Gemini. Also, keep in mind that Alphabet's breadwinning business is still Google itself, which accounted for more than 80% of Q1 revenue. This cash cow isn't apt to hit a wall even if the artificial intelligence industry does.
Analysts aren't deterred anyway. Despite the sizable setback caused by worried investors, the vast majority of the analyst community still rates this ticker a strong buy, with a consensus price target of $433.76, more than 25% above the stock's current price.
Google has put limits on Meta’s use of its Gemini AI models after the social media company sought more computing capacity than the rival tech group could provide, the Financial Times reported on Sunday.
Google, owned by Alphabet, told Meta around March it could not meet the full Gemini capacity the company had sought to purchase, the newspaper said, adding that the shortfall disrupted and delayed some of Meta’s internal AI projects.
Google reportedly told Meta earlier this year that it could not meet the full Gemini capacity the company had sought to purchase. prima91 – stock.adobe.com
Google clients have also been affected by its capacity shortfall. REUTERS Several other Google clients have also been affected, though to a lesser extent, according to the report. Meta has been particularly impacted due to its exceptionally high demand for Google’s models, the FT said.
Reuters could not immediately verify the report, which cited people familiar with the matter. Google and Meta did not immediately respond to requests for comment outside business hours.
Due to the restrictions, Meta has encouraged staff to be more efficient with AI tokens, the units that measure AI usage, the FT report said.
Meta has reportedly encouraged its staff to be more efficient with AI tokens. REUTERS Even as companies continue to spend billions on chips and data centers, they are still struggling to secure enough computing power to support the growing demand for AI services.
Revenue at Google Cloud grew to $20 billion in the first quarter ended March, but CEO Sundar Pichai said computing power constraints prevented even higher growth and contributed to the cloud unit’s backlog nearly doubling quarter on quarter.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Microsoft Corporation (NASDAQ: MSFT) between May 1, 2025 and January 28, 2026, inclusive (the “Class Period”), of the important August 11, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Microsoft common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 11, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) Microsoft’s Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; (2) Microsoft’s flagship proprietary AI model ranked well below competitors on a number of benchmark tests; (3) Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit (“GPU”) and central processing unit (“CPU”) capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development (“R&D”); and (4) as a result, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft’s Copilot offerings had lost market share to rival products, a trend that was increasing. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Microsoft class action, go to https://rosenlegal.com/cases/microsoft-corporation/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
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On June 16, just its third day of trading, Space Exploration Technologies (SPCX +0.13%), also known as SpaceX, was briefly the fourth-largest company by market cap. Its stock has pulled back since then, but it's still in the top 10 as of June 25.
The space company's fast rise drew comparisons to Nvidia (NVDA 1.42%), the chipmaker that's currently the world's most valuable business. Some Wall Street analysts have even predicted that SpaceX's market cap could surpass Nvidia's. Here's a look at the most bullish projections and how these two companies really compare.
Image source: The Motley Fool.
The analysts predicting a big move from SpaceX Nvidia's market cap sits at about $4.7 trillion, and multiple analysts have set targets beyond that for SpaceX. Arete analyst Andrew Beale gave SpaceX a buy rating and a price target of $401 by the end of next year, which would translate to a market cap of about $5.3 trillion -- enough to surpass Nvidia's current market cap, although there's no telling exactly where it will be in the future.
Oppenheimer analyst Tim Horan predicts that SpaceX could be worth $10 trillion within five years. CNBC's Jim Cramer said SpaceX stock could grow very quickly after its IPO due to its small float, and he has made multiple market-cap predictions for it in television appearances, including $5 trillion and $6 trillion.
Cramer's prediction is tied to the hype around SpaceX stock, but Beale and Horan based their forecasts on the strength of the business. They both cited Starlink, SpaceX's satellite internet service, as one of the main drivers of growth. Starlink anchors SpaceX's connectivity segment, which generated $11.4 billion in revenue last year, 61% of its total sales. It's also fast-growing, going from 9 million customers in 2025 to 12 million across more than 160 countries this month.
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Founder and CEO Elon Musk has said that V3 Starlink satellites should launch later this year. These satellites are a significant upgrade over previous versions, with 10x the V2 version's downlink speeds and an even larger jump in uplink capacity.
SpaceX also has its launch business, which accounted for 80% of U.S. commercial launches in 2025, and its AI business. Although its AI segment lost money in 2025, the company has made some smart moves recently. It's leasing computing capacity to AI companies, including Anthropic and Alphabet, and it acquired Cursor, a popular AI coding start-up, in a $60 billion all-stock deal.
Nvidia still has a sizable lead The SpaceX and Nvidia comparison breaks down once you get into their financial results, because that's where the chipmaker is much farther along. SpaceX's revenue grew 33% to $18.7 billion in 2025, which is fine on its own, but a red flag for a company the market is valuing at $2 trillion. Nvidia made $215.9 billion, up 65% year over year, in its fiscal 2026, which ended on Jan. 25, 2026. As for valuations, Nvidia trades at about 18 times annual sales. SpaceX trades at nearly 5 times more: 108 times annual sales.
SpaceX isn't profitable yet, either, reporting a net loss of $4.9 billion last year as it spends heavily on rockets, constellations, and AI. Even after a record-setting $75 billion IPO, SpaceX was back to raising money less than two weeks later with a $25 billion debt sale.
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It's easy to take Nvidia's success for granted now that it's the market leader, but its financial results are spectacular. Revenue growth consistently tops expectations, its gross margin is above 70%, and it reported net income of $120 billion in its fiscal 2026. It's the dominant chipmaker at a time when the four biggest hyperscalers are expected to spend $600 billion to $700 billion on data centers this year.
SpaceX could theoretically be bigger than Nvidia one day, but realistically, Starlink is its only profitable business right now, and the launch business is close to breakeven. The extremely high valuation also means that anything short of perfect execution could trigger a downturn. I expect SpaceX to grow over the next five to 10 years, but not enough to surpass Nvidia.
Berkshire Hathaway (BRKA +1.60%)(BRKB +2.08%) is a giant conglomerate built upon an insurance business. It was created over time by world-famous investor Warren Buffett, who stepped down as CEO at the start of 2026. Comparing any company to Berkshire Hathaway is a massive compliment.
GameStop (GME +3.57%) isn't worthy of such a comparison at this point in time. But GameStop CEO Ryan Cohen has done impressive things at the helm and appears to have very big ambitions for the future. Could a comparison to Berkshire Hathaway be in the cards?
Image source: The Motley Fool.
What makes Berkshire Hathaway special? Until his retirement, buying Berkshire Hathaway was essentially a way to invest alongside Warren Buffett. The company was his investment vehicle. Now it is the investment vehicle of Greg Abel, Buffett's hand-picked successor. However, the key to the story is the company's sizable insurance operations, which is why it is considered a financial stock even though it operates across a wide range of industries.
Insurance companies collect premiums up front and pay claims later. That leaves the company with the cash in between, which is called the float. Buffett invested the float in stocks and even used it to buy whole companies. That was what made the company so special and why other companies, like Markel Group (MKL +1.95%) and Brookfield Corporation (BN 0.30%), have used the same approach.
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GameStop is a retailer, so there's no float involved at this point. As such, it can't really operate like Berkshire Hathaway. So making such a comparison isn't really appropriate. But that doesn't mean that GameStop CEO Ryan Cohen can't buy other companies and expand the business.
Ryan Cohen has done some impressive things at GameStop In fact, Ryan Cohen has revived GameStop. At one point, it looked like the video game industry's shift from selling physical to digital copies would destroy the retailer. Cohen has successfully broadened the business, with collectibles now the largest piece of its operation and twice the size of its software business.
Moreover, through astute equity issuances, some of which occurred during the meme stock period, the company has amassed a substantial cash hoard. In May 2026, the company reported it had nearly $7.4 billion in cash and just under $1 billion in marketable securities. It has a market cap of $9.4 billion, so cash and investments make up nearly 90% of the stock's valuation.
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Cohen is an activist investor, which is how he first got involved in GameStop. It isn't surprising that he wants to use GameStop's cash to invest, which is similar to what Buffett did at Berkshire Hathaway, but different because that cash isn't insurance float. Cohen's big, headline-grabbing move was an offer to buy eBay (EBAY +0.09%). The core of the story is the overlap between the two companies' collectibles businesses. Only eBay, with a nearly $48 billion market cap, is a dramatically larger company.
Not surprisingly, eBay has turned down the acquisition offer. Cohen is expected to continue his effort to buy eBay, but a deal seems unlikely. And even if he manages to pull this audacious move off, it still doesn't make GameStop the next Berkshire Hathaway. It looks more like empire-building at this point.
Buffett was never an activist investor Investors shouldn't jump aboard GameStop today thinking Ryan Cohen is Warren Buffett. Cohen's fundamental approach is dramatically different, noting that Buffett was never an activist investor. Buffett bought long-term investments, letting good leaders run the businesses he acquired or invested in. Cohen is clearly building something new at GameStop and having some success in that effort, but the eBay acquisition attempt is not an indication that he's turned the company into the next Berkshire Hathaway. Markel or Brookfield Corporation would be better options if you want to invest in a company that operates like Berkshire Hathaway.
Meta Platforms: Scaling Its Revenue BaseMeta Platforms (META +1.50%) primarily generates revenue by offering digital advertising across its social applications, including Facebook and Instagram, and developing virtual reality hardware.
While launching its Muse Spark artificial intelligence model and expanding its optical cable manufacturing capacity, it reported a 48% net income margin for the quarter ended March 31, 2026.
Snap: Navigating Seasonal Revenue PatternsSnap (SNAP +1.61%) generates revenue mainly by selling digital advertising space and augmented reality features on its Snapchat camera application.
It opened pre-orders for its new wearable augmented reality glasses and secured a credit rating upgrade, while reporting a -6% net income margin for the quarter ended March 31, 2026.
Why Revenue Matters for Retail InvestorsRevenue gives investors a clear, top-level view of how much money a business brings in from its core operations over a specific period. This metric helps investors measure a company's overall size, market footprint, and long-term trajectory.
Quarterly Revenue for Meta Platforms and SnapQuarter (Period End)Meta Platforms RevenueSnap RevenueQ2 2024 (June 2024)$39.1 billion$1.2 billionQ3 2024 (Sept. 2024)$40.6 billion$1.4 billionQ4 2024 (Dec. 2024)$48.4 billion$1.6 billionQ1 2025 (March 2025)$42.3 billion$1.4 billionQ2 2025 (June 2025)$47.5 billion$1.3 billionQ3 2025 (Sept. 2025)$51.2 billion$1.5 billionQ4 2025 (Dec. 2025)$59.9 billion$1.7 billionQ1 2026 (March 2026)$56.3 billion$1.5 billionData source: Company filings. Data as of June 23, 2026..
Foolish TakeMeta and Snap both operate in the social media space and generate the bulk of revenue from advertising, but outside of that, the two companies are on vastly different trajectories. This is not only evident in their outsized sales difference, but also in their net income margins.
Snap went public in 2017, and in nearly ten years, has yet to reach profitability. Not only that, while sales are rising year over year, they are not seeing the degree of growth experienced by Meta. For example, Snap reported a 12% year-over-year revenue increase to $1.5 billion in the first quarter. Yet that pales in comparison to Meta’s 33% year-over-year jump to $56.3 billion.
Snap’s struggles with profitability contributed to its stock dropping to a 52-week low of $3.81 this year. Meanwhile, Meta’s share price also fell in 2026 due to its lavish spending on artificial intelligence. In its Q1 report, the Facebook parent announced an increase in this year’s capital expenditures to as high as $145 billion. The company spent $72 billion in 2025.
Even so, Meta attributes revenue growth to its AI investments. That’s why it’s doubling down in this arena to fund ongoing AI development. Snap does not have the same capacity to spend on AI, and that could end up hurting its sales growth in the future.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Lucid Group, Inc. (NASDAQ: LCID) between February 25, 2026 and April 13, 2026, inclusive (the “Class Period”), of the important July 28, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Lucid securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 28, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and/or failed to disclose that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on Lucid’s business and financial results; (3) accordingly, the defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (4) as a result, defendants’ public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Lucid class action, go to https://www.rosenlegal.com/cases/lucid-group-inc-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
Contact Information:
Laurence Rosen, Esq.
Phillip Kim, Esq.
The Rosen Law Firm, P.A.
275 Madison Avenue, 40th Floor
New York, NY 10016
Tel: (212) 686-1060
Toll Free: (866) 767-3653
Fax: (212) 202-3827 [email protected]
www.rosenlegal.com
CompaniesJune 28 (Reuters) - U.S. pipeline operator Williams (WMB.N), opens new tab is in advanced talks to acquire rival natural gas pipeline operator Momentum Midstream for about $5.5 billion, Bloomberg News reported on Sunday, citing people familiar with the matter.
The Tulsa, Oklahoma-based company is putting the finishing touches on an agreement to buy Momentum from private equity firm EnCap Flatrock Midstream, the report said, adding that a deal could be announced in about a week.
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Reuters could not immediately verify the report. Williams Companies, Momentum Midstream and EnCap Flatrock Midstream did not immediately respond to a request for comment.
The deal would give Williams additional capacity to move gas from the Haynesville shale to U.S. Gulf Coast export terminals, the Bloomberg report said.
No final decision has been made and EnCap could still opt to retain the company, according to the report.
Williams is exploring acquiring U.S. natural gas production assets as it looks to secure supplies for its offerings to hyperscalers and data center clients, Reuters reported in February.
Momentum Midstream operates around 4,000 miles (6,437 km) of pipelines, serving more than 140 customers across its network, according to the company website, opens new tab. It also serves 10 liquefied natural gas facilities and 26 power plants.
Reporting by Bipasha Dey in Bengaluru; Editing by Edmund Klamann and Bill Berkrot
Our Standards: The Thomson Reuters Trust Principles., opens new tab
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of DXC Technology Company (“DXC” or “the Company”) (NYSE: DXC) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. DXC reported its Q4 and full year 2026 financial results on May 7, 2026. The Company reported a decline in revenue for Q4 and bookings down 13.5% year-over-year. The Company blamed this shortfall in part on execution issues. Based on this news, shares of DXC fell by almost 21.5% on the next day.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
- Phase 3 PROPEL 3 data published today in NEJM were simultaneously presented at ICCBH in a late-breaking oral presentation; presentation includes new arm span Z-score data showing a statistically significant improvement versus placebo (LS mean +0.37 SD; p<0.0001), the first and only statistically significant placebo-controlled arm span result reported for an achondroplasia trial at 52 weeks
- This is the first and only Phase 3 data for an achondroplasia clinical study published in The New England Journal of Medicine (NEJM), marking BridgeBio’s second NEJM publication in achondroplasia and fourth NEJM publication overall in the last three years
- The data includes the largest mean increase in AHV compared to placebo reported in any Phase 3 achondroplasia study (+2.1 cm/year observed mean improvement)
- Oral infigratinib is the only therapy to demonstrate statistically significant improvement in body proportionality in a Phase 3 achondroplasia study, with a LS mean treatment difference of –0.05 in children ages 3 to 8 years (p<0.05)
- Oral infigratinib was well tolerated, with no discontinuations or serious adverse events related to study drug
- BridgeBio intends to submit an NDA to the FDA in the third quarter of 2026 with launch anticipated in early to mid 2027, and an MAA to the EMA in the second half of 2026
PALO ALTO, Calif., June 28, 2026 (GLOBE NEWSWIRE) -- BridgeBio Pharma, Inc. (Nasdaq: BBIO) (“BridgeBio” or the “Company”), a commercial-stage, multi-product biopharmaceutical company focused on developing medicines for genetic conditions, today announced that positive results from PROPEL 3, the global Phase 3 pivotal study of oral infigratinib in children living with achondroplasia, were published as an original research article in the New England Journal of Medicine (NEJM). These data were also presented at the International Congress of Children’s Bone Health (ICCBH) 2026 in a late-breaking oral presentation by Ravi Savarirayan, M.D., Ph.D. of Murdoch Children’s Research Institute, Melbourne, AUS, and global lead investigator for PROPEL 3.
"The publication of our pivotal trial data (PROPEL 3) in the New England Journal of Medicine is a defining milestone for the field of skeletal dysplasia that reflects the years of rigorous clinical investigation from investigators and dedication from children and their families to make this breakthrough science possible. These remarkable data establish oral infigratinib as the first therapy to directly target FGFR3, deliver the highest treated annualized growth velocity and greatest improvement in body proportionality reported for any current therapy for children with achondroplasia. Presenting these late-breaking data at ICCBH reflects the significance of having an orally administered, mechanistically distinct treatment option that addresses achondroplasia and hypochondroplasia at their very source,” said Dr. Savarirayan. “I believe that we are on a clear path toward a best-in-class therapy for children with achondroplasia that families seeking better options are excited to have available to them.”
The positive results shared in NEJM from PROPEL 3 include:
PROPEL 3 successfully met the primary endpoint of change from baseline in annualized height velocity, with a LS mean treatment difference against placebo of +1.74 cm/yr (p<0.0001). The observed mean difference was +2.10 cm/yr (p<0.0001). Both values are the largest observed in a Phase 3 clinical study in achondroplasiaPROPEL 3 successfully met the key secondary endpoint of change from baseline in height Z-score (achondroplasia reference population) at Week 52 (p<0.0001), with an LS mean increase on the treatment arm of +0.41 SDIn a pre-specified exploratory analysis of the key secondary endpoint, oral infigratinib achieved the first statistically significant improvement in body proportionality against placebo in achondroplasia, demonstrating an LS mean treatment difference of -0.05 (p<0.05) against placebo in children younger than 8 years old (>50% of the participants)Infigratinib was well-tolerated, with: No discontinuations related to study drugNo serious adverse events related to study drug3 cases (4%) of hyperphosphatemia, all mild, transient, asymptomatic, and not requiring dose reductions or discontinuationsNo adverse events associated with inhibition of FGFR1 or FGFR2 (e.g., retinal or corneal)
Additional data presented at ICCBH showed infigratinib improved arm span vs. placebo by +0.37 SD (p<0.0001), marking the first statistically significant improvement in arm span from a placebo-controlled achondroplasia trial In addition to the late-breaking oral presentation at ICCBH 2026, one oral presentation, one poster, and three encore posters were shared. The new details shared included:
Health-Related Quality of Life in Children with Achondroplasia: Findings from the Observational PROPEL Study, presented by Marie-Eve Robinson, M.D., of Shriners Hospital for Children Canada, McGill University, Montreal, CA Results from the global observational PROPEL study demonstrated that children with achondroplasia experience reduced health-related quality of life across multiple patient-reported measures, particularly in physical functioning, reinforcing the significant day-to-day burden of the condition and providing important baseline context for future studies of oral infigratinib Qualitative Research to Evaluate the Content Validity and Relevance of Patient-Reported Outcome Measures for Children and Parents of Children with Hypochondroplasia, presented by Chandler Crews of The Chandler Project, U.S. Findings from interviews with children and parents affected by hypochondroplasia demonstrated that commonly used patient-reported outcome measures were clear, relevant, and reflective of the real-world physical, cognitive, and quality-of-life challenges experienced by children living with the condition, supporting their use in future clinical research and care BridgeBio believes oral infigratinib is positioned to become the first approved oral therapy and a potential best-in-class option for children living with achondroplasia and hypochondroplasia. The Company intends to submit an NDA for achondroplasia to the FDA in the third quarter of 2026, and an MAA for achondroplasia to the EMA in the second half of 2026. The Company anticipates a U.S. launch in early to mid 2027.
Oral infigratinib has received Breakthrough Therapy Designation from the U.S. Food and Drug Administration (FDA) based on the shared results from the PROPEL 2 clinical trial, which meet the FDA’s requirement of potentially demonstrating substantial improvement in efficacy over available therapies on clinically significant endpoints. In addition to receipt of Breakthrough Therapy Designation, oral infigratinib has also received Orphan Drug Designation, Fast Track Designation, and Rare Pediatric Disease Designation for achondroplasia from the FDA. If infigratinib is approved, BridgeBio may qualify for a Priority Review Voucher.
Information about PROPEL Infant & Toddler trial (NCT07169279) can be found here on clinicaltrials.gov. Information about ACCEL, the Company’s observational lead-in study for oral infigratinib in hypochondroplasia’s Phase 3 study, (NCT06410976) can be found here, and information about ACCEL 2/3, BridgeBio’s Phase 2/3 clinical study of oral infigratinib in hypochondroplasia, (NCT06873035) can be found here. BridgeBio is committed to exploring the potential of oral infigratinib on wider medical and functional impacts of achondroplasia, hypochondroplasia and other skeletal dysplasia conditions, which hold significant unmet needs for families.
About Achondroplasia
Achondroplasia is the most common cause of disproportionate short stature, affecting approximately 55,000 people in the U.S. and European Union (EU), including up to 10,000 children and adolescents with open growth plates. Achondroplasia impacts overall health and quality of life, leading to medical complications such as obstructive sleep apnea, middle ear dysfunction, kyphosis, and spinal stenosis. The condition is uniformly caused by an activating variant in FGFR3.
About Oral Infigratinib
Oral infigratinib is an investigational small molecule designed to inhibit FGFR3 signaling and target skeletal dysplasias, including achondroplasia and hypochondroplasia, at their source. Overactivating FGFR3 pathogenic variants drive downstream MAPK and STAT1 signaling that aberrates growth plate development, thereby causing disproportionate short stature and the potential for serious health complications. Oral infigratinib improves bone growth by decreasing the overactivity of FGFR3.
About BridgeBio Pharma, Inc.
BridgeBio exists to develop transformative medicines for genetic conditions. Millions of people worldwide living with genetic conditions lack treatment options, often because drug development for small patient populations can be commercially challenging. We aim to bridge the gap between advancements in genetic science and meaningful medicines for underserved patient populations. Our decentralized, hub-and-spoke model is designed for speed, precision, and scalability. Autonomous and empowered teams focus on individual conditions, while a central hub provides the clinical, regulatory, and commercial capabilities needed to bring innovation to market. For more information, visit bridgebio.com and follow us on LinkedIn, X, Facebook, Instagram, YouTube, and TikTok.
BridgeBio Pharma, Inc. Forward-Looking Statements
This press release contains forward-looking statements. Statements in this press release may include statements that are not historical facts and are considered forward-looking within the meaning of Section 27A of the Securities Act of 1933, as amended (the Securities Act), and Section 21E of the Securities Exchange Act of 1934, as amended (the Exchange Act), which are usually identified by the use of words such as “anticipates,” “believes,” “continues”, “estimates,” “expects,” “hopes,” “intends,” “may,” “plans,” “projects,” “remains”, “seeks,” “should,” “will,” and variations of such words or similar expressions, or the negative of these terms or other comparable terminology are intended to identify forward-looking statements, though not all forward-looking statements necessarily contain these identifying words. We intend these forward-looking statements to be covered by the safe harbor provisions for forward-looking statements contained in Section 27A of the Securities Act and Section 21E of the Exchange Act. These forward-looking statements, including express and implied statements relating to our expectations regarding the potential approval of oral infigratinib for achondroplasia; the timing of a potential NDA submission to the FDA and MAA submission to the EMA for achondroplasia and a potential launch of oral infigratinib; the potential of oral infigratinib to become the first approved oral therapy and a potential best-in-class option for children living with achondroplasia and hypochondroplasia; the potential of oral infigratinib to address achondroplasia, hypochondroplasia and other skeletal dysplasia conditions at their source and with respect to wider medical and functional impacts; the potential use of findings from our observational and qualitative research in future clinical research and care; and our potential qualification for a Priority Review Voucher if oral infigratinib is approved, reflect our current views about our plans, intentions, expectations and strategies, which are based on the information currently available to us and on assumptions we have made. Although we believe that our plans, intentions, expectations and strategies as reflected in or suggested by those forward-looking statements are reasonable, we can give no assurance that the plans, intentions, expectations or strategies will be attained or achieved. Furthermore, actual results may differ materially from those described in the forward-looking statements and will be affected by a number of risks, uncertainties and assumptions, including, but not limited to, initial and ongoing data from our preclinical studies and clinical trials not being indicative of final data, the potential size of the target patient populations our product candidates are designed to treat not being as large as anticipated, the design and success of ongoing and planned clinical trials, difficulties with enrollment in our clinical trials, adverse events that may be encountered in our clinical trials, future regulatory filings, approvals and/or sales, despite having ongoing and future interactions with the FDA or other regulatory agencies to discuss potential paths to registration for our product candidates, the FDA or such other regulatory agencies not agreeing with our regulatory approval strategies, components of our filings, such as clinical trial designs, conduct and methodologies, or the sufficiency of data submitted, the continuing success of our collaborations, our ability to obtain additional funding, potential volatility in our share price, the impacts of current macroeconomic and geopolitical events, including changing conditions from the hostilities in Ukraine and the Middle East, increasing rates of inflation and changing interest rates, on our overall business operations and expectations, as well as those risks set forth in the Risk Factors section of our most recent Annual Report on Form 10-K, subsequent Quarterly Reports on Form 10-Q and our other filings with the U.S. Securities and Exchange Commission. Except as required by applicable law, we assume no obligation to update publicly any forward-looking statements, whether as a result of new information, future events or otherwise.
BridgeBio Media Contact:
Bubba Murarka, Executive Vice President [email protected]
(650)-789-8220
SoFi Technologies' (SOFI +3.58%) stock is on a bit of a losing streak at the moment. Its share price has tanked 31.7% in 2026 (as of June 26).
However, the fintech stock's recent performance shouldn't distract from what's actually happening with the business. Product development remains management's top priority. This is a strategy that investors should appreciate, as it indicates a focus on improving the customer experience.
Here's how SoFi's latest innovation could transform its growth trajectory.
Image source: Getty Images.
AI becomes a personal financial planner On June 2, the business launched SoFi Coach, an "artificial intelligence (AI)-powered chat that delivers personalized financial insights," according to the press release. Users can link all of their financial accounts to SoFi. Then they can ask SoFi Coach questions about their spending behavior, savings goals, investment allocations, and debt repayment.
"How much did I spend on restaurants last month? "At my current savings rate, will I be able to afford a $500,000 home in five years? These are two examples of what members can ask SoFi Coach.
For SoFi customers, this is like having instant access to a dedicated team of financial experts in your pocket. And since it's all done via the app, users might be more comfortable communicating their concerns about their financial situation through the app than discussing them with a real person.
Early testing reveals notable adoption. Almost 70% of test members took necessary actions to improve their finances.
SoFi Coach is a clear demonstration of CEO Anthony Noto's overarching belief. On SoFi's fourth-quarter 2025 earnings call, he called AI a super-cycle, viewing it as an area with "huge opportunities for growth."
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Growth hasn't been an issue Investors who pay attention to the underlying business, as opposed to the stock price, will be encouraged by what they see. SoFi continues to grow rapidly. As of March 31, it had 14.7 million customers, up 35% year over year. This helped drive adjusted net revenue higher by 41%. Executives believe the top line will rise by 30% in 2026.
The company has found a strong footing in the financial services industry. Its tech-forward platform caters to younger, affluent consumers, providing SoFi with greater lifetime value as these customers' financial lives evolve.
While still in its very early stages, SoFi Coach could provide a boost to the company's growth trajectory in an obvious way. The business wants the AI assistant to be able to take action at customers' request, including opening new accounts. This can promote cross-selling opportunities, as members use more of SoFi's products over time, increasing the digital bank's stickiness.
Investors should monitor any updates on SoFi Coach's adoption going forward.
Kohl's rose to its peak as a department store in the 2000s, with a focus on a strong in-store experience, coupons and rewards. Now, after years of stagnant sales and a rough patch on Wall Street, Kohl's is trying to get back to what made it a household name.
One of the biggest bottlenecks for artificial intelligence (AI) data centers right now is power supply. Power grids cannot keep up with the capacity of data centers coming online, and hyperscalers are having to get creative with their power solutions.
Ford Motor Company (F +0.14%) is entering this market by repurposing its electric vehicle (EV) manufacturing footprint to produce battery energy storage systems. The move helps Ford put its battery-making capacity to work as EV support wanes while data center power demand surges. Here's why this trend could supercharge Ford stock in the coming years.
Image source: Getty Images.
Ford's pivot from EV batteries to AI power solutions After over $200 million in manufacturing investments and federal incentives, recent policy rollbacks and shifting consumer preferences have turned the tide for EV manufacturers. With federal tax credits expiring and regulators relaxing emissions standards, automakers that made massive investments in EV infrastructure are now having to pivot.
The build-out of AI data centers presents an opportunity for companies like Ford. That's because these data centers are straining the electricity grid, forcing hyperscalers to seek a variety of energy solutions to meet this growing demand. And because AI workloads require continuous, high-density power, hyperscalers need power solutions that can smooth out sudden load ramp-ups and provide reliable, baseload power 24/7.
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In May, Ford announced the launch of Ford Energy, a wholly owned subsidiary focused on manufacturing utility-scale battery energy storage systems (BESS). This comes amid slowing consumer adoption of EVs and the company's $19.5 billion write-down of its EV programs last year.
As part of this, Ford will spend $2 billion to repurpose its Glendale, Kentucky, facility, originally a multibillion-dollar EV battery joint venture with SK On, a South Korean EV battery and energy storage systems (ESS) manufacturer. Along with making batteries for EVs, the company will manufacture the Ford Energy DC Block, a 5.45-megawatt-hour containerized grid storage system using stable lithium iron phosphate (LFP) chemistry.
Ford Energy aims to position itself as a domestically based, multi-gigawatt manufacturer of these energy solutions. The company entered a deal with EDF Power Solutions, a five-year framework that could be worth up to $4 billion if all options are exercised. Ford will supply its DC Block system, which EDF will use to power data centers and mitigate renewable intermittency on the U.S. power grid.
Is Ford stock a buy? Looking ahead, the company will retool its manufacturing infrastructure over the next couple of years and expects to begin shipping its BESS systems starting as soon as 2027. The company aims to manufacture and deploy 20 GWh (gigawatt-hours) of energy storage capacity annually. If it succeeds, Ford would add a high-growth energy and infrastructure business that could provide a steady revenue stream for assembling, managing, and servicing its BESS systems.
Automakers have historically commanded low to mid-single-digit price-to-earnings multiples due to cyclical consumer demand, low margins, and heavy capital expenditure. If Ford Energy succeeds in securing deals and scaling its energy business, the stock could warrant a valuation rerating. Given the robust demand for power solutions and the recent 20% decline from its recent high, I think Ford is a compelling stock to consider.
Image Credits:Bloomberg / Getty Images Ford executives said they have hired 350 veteran engineers — some of them were former employees, while others had been working at suppliers — after artificial intelligence and automated systems failed to deliver the desired quality level.
Bloomberg reports the company’s chief operating officer Kumar Galhotra told journalists that Ford had been “relying more and more on automated quality systems” with disappointing results. So the company “brought back technical specialists,” and those specialists “hunt for failure points before a part ever reaches the plant floor.”
Charles Poon, Ford’s vice president of vehicle hardware engineering, added, “Mistakenly we thought that by just introducing artificial intelligence and ingesting the design requirements that we had, that that would produce a high-quality product.”
To be clear, this doesn’t mean Ford is abandoning its AI plans entirely. Instead, it’s using the rehired employees — referred to as “gray beard” engineers — to train younger staff and reprogram AI tools.
This rehiring seems to be paying off, with Ford anticipating that it will lead to $1 billion in reduced costs this year. The automaker also claimed the top spot among mainstream brands in the JD Power Initial Quality Survey released this week.
Baidu's chip unit, Kunlunxin is planning to go public in Hong Kong at a target valuation of $50 billion, The Information reported on Sunday, citing two sources.
For its fiscal third-quarter earnings report, Micron Technology (MU 6.59%) announced monster results. Earnings per share (EPS) of $25.11 and revenue of $41.5 billion easily beat Bloomberg analyst consensus EPS estimates of $20.39 and revenue estimates of $35.1 billion.
For its upcoming fiscal fourth quarter, the memory chipmaker expects revenue to fall in the range of $49 billion to $51 billion. That would beat analysts' consensus estimates of $43.2 billion.
Those results gave the stock price an immediate boost after earnings, pushing it above $1,000 per share. That may leave some wondering whether a stock split is now more likely in the company's foreseeable future.
Image source: Getty Images.
The benefits of a stock split There's a perception that stock splits have benefits, but that can be separated between what's more concrete and what's investor psychology. There is evidence that stock splits can help push prices higher, according to data published by Statista sourced from Bank of America's Research Investment Committee.
The committee found that, for four decades, companies that split their stock saw an average total return of 25.4% in the year following the announcement of the split.
That is just an average, however, so there's nothing that suggests Micron's stock price performance would follow a similar path. As of June 24, the Micron stock price is already up more than 260% on the year, so an announcement of a stock split may not offer the same kind of boost it could for other companies' stock prices.
Moving to investor psychology, some shareholders like seeing stock splits because they can make shares seem more affordable and attract new investors. For instance, even though buying 10 shares of a $100 stock is the same as buying one share of a $1,000 stock, that $100 price point sounds more affordable.
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For a stock split, it is up to Micron's management whether one will happen. The company has split its stock in the past, but its last split was in 2000. That history offers little indication of what might happen in 2026.
Also, because of the rise in fractional investing, the management team may feel less need to split its stock. If an investor wanted to buy $50, $100, or $200 worth of Micron stock, they could already do so.
While investors can't control whether Micron will split its stock, they can decide whether to consider it a worthy long-term investment.
Bank of America is an advertising partner of Motley Fool Money. Jack Delaney has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology. The Motley Fool has a disclosure policy.
About two weeks ago, Advanced Micro Devices announced the acquisition of MEXT, a start-up that has built artificial intelligence (AI)-driven software designed to make NAND flash behave like dynamic random-access memory (DRAM).
The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of expensive DRAM a data center needs to run AI workloads at scale. According to MEXT's own press release, the software can cut memory costs by nearly half while expanding usable memory capacity by two to four times.
For investors in Micron Technology (MU 6.59%) and Sandisk (SNDK 10.45%), the knee-jerk read is obvious: If AMD can teach flash to behave like DRAM, demand for high-bandwidth memory contracts declines. The knee-jerk read is terribly wrong.
What MEXT actually does (and doesn't do) MEXT's technology operates in the software tier between existing storage and compute. It doesn't replace DRAM or HBM. Instead, it reduces the amount of high-speed memory certain workloads require by optimizing what lives in it at any given moment. That's a meaningful efficiency gain for enterprise customers running general-purpose AI workloads, where memory is a cost constraint.
What it cannot touch is the physics of training large AI models and running inference at the performance levels that hyperscalers require. An Nvidia Blackwell graphics processing unit (GPU) demands HBM4 not because no one has tried to work around it, but because the bandwidth requirements of training trillion-parameter models are architectural constraints, not software problems. No predictive tiering algorithm changes what the silicon needs.
MEXT is a tool for enterprises trying to stretch existing infrastructure. It is not a substitute for the memory products that Micron and Sandisk sell to massive tech companies.
Image source: Getty Images.
Micron's position is structurally insulated Micron Technology's entire 2026 HBM4 production is sold out under binding multi-year contracts. At COMPUTEX 2026 in May, the company laid out an end-to-end AI memory portfolio spanning data center to intelligent edge, all in high-volume production. Fiscal first-quarter 2026 revenue hit $13.64 billion, up 57% year over year, with gross margins around 56%, driven by HBM pricing power that comes from contracted scarcity.
The reason Micron's HBM business is immune to MEXT is the same reason it's immune to most software-layer interventions: The customers buying it aren't as price-sensitive as enterprise IT buyers. Hyperscalers building AI training clusters are optimizing for bandwidth and compute density, not TCO reduction. That's a different buyer with different priorities.
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Sandisk is benefiting from the same trend AMD is targeting Here's the counterintuitive part: MEXT's technology, which moves data between flash and DRAM, depends on high-performance NAND flash to function. The better and faster the flash tier, the more effective the tiering software becomes. Sandisk is the company building the flash tier.
In third-quarter fiscal 2026, Sandisk's data center segment revenue surged 233% sequentially to $1.47 billion, driven by enterprise SSDs built specifically for AI workloads. Full-year revenue jumped 61% to $3.03 billion, beating Wall Street consensus by 12%.
Sandisk's stock is up roughly 750% year to date at the time of this writing, the best-performing large-cap technology stock in the S&P 500 so far in 2026. AMD's bet on memory optimization software is, at its core, a bet that NAND flash will absorb more of the workloads traditionally handled by DRAM. That's a thesis that requires better, faster NAND -- which is exactly what Sandisk makes.
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So no, neither Micron nor Sandisk is under meaningful threat from the MEXT acquisition. The market made that clear today, with both stocks flirting with 20% gains this week on June 25. The real risk for both has always been the same one that defines memory investing: If AI infrastructure spending slows faster than new capacity comes online, pricing power compresses, and margins follow.
Both companies are going to be just fine. AMD's MEXT acquisition is a smart move for its data center business, but it doesn't change the fundamental thesis for Micron or Sandisk. If anything, it might be a tailwind.
In late 2022 and early 2023, Stanley Druckenmiller's Duquesne Family Office built a massive stake in Nvidia (NVDA 1.42%) for a split-adjusted price of $22-24 per share. But in mid-to-late 2024, he sold his entire position at a blended average price of around $73.50.
Today, Nvidia's stock trades at about $190 per share. So even though Druckenmiller turned a $210-$220 million investment into roughly $655 million, that investment would be worth $1.7 billion today. Druckenmiller admits that selling Nvidia before the AI market exploded was a "big mistake", but he recently invested in another big AI name: Broadcom (AVGO 3.39%).
Image source: Getty Images.
Druckenmiller traded in and out of Broadcom in 2023, 2024, and 2025, but he wasn't holding any shares at the end of 2025. In the first quarter of 2026, he initiated a new position by buying 196,000 shares for an average price of $330. Its stock is trading at $365 as of this writing. Let's see what that investment might mean for Broadcom's long-term investors.
Why is Broadcom a compelling investment? Unlike Nvidia, which primarily produces general-purpose data center GPUs for training large language models (LLMs), Broadcom produces application-specific integrated circuits (ASICs) customized to accelerate AI inference (software accessing the trained data).
At scale, Broadcom's AI accelerators can process AI tasks faster and more cost-efficiently than Nvidia's stand-alone GPUs. That's why Meta, Alphabet's Google, OpenAI, and Anthropic are all installing its custom ASICs.
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In fiscal 2025 (which ended last November), Broadcom's sales of AI chips surged 65% to $20 billion and accounted for 31% of its top line. By fiscal 2027, it expects its AI chips to rise at least fivefold to over $100 billion. That's more than 58% of its projected $171 billion in revenue.
From fiscal 2025 to fiscal 2028, analysts expect Broadcom's annual revenue to more than triple as its EPS more than quadruples. Its soaring sales of AI chips should offset the slower growth of its non-AI chip and infrastructure software businesses. Broadcom's stock still trades at just 22 times next year's earnings -- so it could still have plenty of upside potential.
What does Druckenmiller's investment in Broadcom mean? Druckenmiller hasn't made any public comments about his investment in Broadcom. On one hand, he could be simply buying it for a short-term trade, as he did from 2023 to 2025. But on the other hand, he could finally think it's worth holding instead of trading -- especially as it profits from the AI market's shift from training to inference.
Leo Sun has positions in Meta Platforms. The Motley Fool has positions in and recommends Alphabet, Broadcom, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy.
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Strategy Inc (“Strategy” or “the Company”) (NASDAQ: MSTR) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
It didn't take long for new Federal Reserve Chair Kevin Warsh to make some waves. The Federal Open Market Committee unanimously approved the decision to hold the federal funds rate steady at the 3.5%-to-3.75% range this month. But that doesn't mean the Fed won't push rates higher later this year. Inflation, after all, remains stubbornly above the Fed's 2% goal.
However, the decision should give investors some breathing room as they consider dividend stocks to make up for low yields in today's fixed-income environment. Two names I like here include Sirius XM Radio (SIRI +2.13%) and Upbound (UPBD +3.02%). Both dividend stocks could benefit from the June 17 decision to hold interest rates steady. Let's take a closer look at these two high-yielding stocks.
Image source: Getty Images.
1. Sirius XM The country's lone player in premium satellite radio has been a surprising winner this year. Sirius XM is up 42% in 2026, as income investors gravitate toward this free cash flow generator that's showing signs of turning the corner. Even after the stock's pop, Sirius XM's attractive 3.8% yield is higher than that of the top money market funds.
You may think satellite radio as a premium platform peaked years ago, and you're right. Total subscribers for the service have fallen from its all-time high six years ago, but it's not as bad as you think. Today's total of 33 million subscribers is just 6% below the platform's peak. Revenue is less than 5% below its all-time high set in 2022, and adjusted net income has never been higher.
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This media stock is a money machine. Sirius XM expects to generate $1.35 billion in free cash flow this year. It's returning most of that money to shareholders through its chunky dividend and aggressive stock buybacks. The former is keeping income investors close. The latter is helping to prop up per-share profitability to today's record level.
Why does holding interest rates steady help Sirius XM? It's an entertainment platform primarily consumed in cars and trucks, and the last thing it needs is higher interest rates scaring away potential new-car buyers.
Sirius XM is starting to get better. After three years of modest top-line declines, revenue has risen marginally in back-to-back quarters.
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2. Upbound Despite its torrid run this year, you can still buy Sirius XM for just nine times forward earnings. If you want something with an even lower multiple, try Upbound on for size. The parent company of Rent-A-Center expects to earn between $4.00 and $4.35 a share in 2026. At its current price, Upbound enters the new trading week trading just shy of five times this year's adjusted earnings.
If Sirius XM's dividend is impressive, Upbound's current yield of 7.6% is more than double what the top money market funds are shelling out these days. Still, there's a lot of debt on its balance sheet. As you can probably guess by its flagship rent-to-own retail concept, it's at the mercy of cash-strapped customers who frequently default on the furniture, appliances, and consumer electronics they pick up on lease-to-own arrangements.
But this business still isn't getting the respect it deserves, given its high payout and low valuation. It's still growing. Revenue rose just 4% in its latest quarter, but that follows back-to-back years of 8% and then 9% revenue growth.
This story is also about more than just the namesake concept. It's a player in enterprise software through Acima, a software platform that lets other merchants offer lease-to-own purchase options that include Upbound. Its fastest-growing segment is Brigit, a well-rated budgeting smartphone app that saw a 40% revenue increase in its latest quarter.
Upbound's advantage from steady rates is fairly obvious. Its clientele is vulnerable to shifts in borrowing costs. If rates move higher, it wouldn't be a surprise to see business either slow down or default rates creep higher.
There's no denying that a slew of artificial intelligence stocks are suddenly on the defensive. Shares of cloud computing powerhouse Amazon are down 14% just since the end of last month. Microsoft's budding recovery effort was recently upended as well. Worries of a bigger reckoning are firming up, and understandably so.
There's one name in the artificial intelligence business, however, that may perform very well this year, even if most other AI stocks hit a wall. That's Dell Technologies (DELL 3.58%). Yes, that Dell.
Dell's simple turnkey solution Plenty of people don't realize that the personal computer maker is in the business of artificial intelligence infrastructure. And for a long time, it wasn't.
Recognizing an opportunity to solve a largely ignored problem, however, in 2024, Dell launched an arm it simply calls the Dell AI Factory, offering corporations and their employees alike a way of utilizing the power of artificial intelligence without requiring AI expertise. And this business got a respectable start, making a measurable impact on that year's top and bottom lines.
Something significant changed last year, though. Following the introduction of AI-optimized servers that integrate with its other tech, Dell was able to offer "end-to-end AI infrastructure to support everything from edge inferencing on an AI PC to managing massive enterprise AI workloads in the data center."
Image source: Getty Images.
And as it turns out, this turnkey option is precisely what the market wanted, if not outright needed. Last year's infrastructure solutions revenue soared 40% to a record-breaking $60.8 billion, led by a surge in sales of artificial intelligence-optimized servers -- growth that persisted and even accelerated in Q1 of this year, when the company reported year-over-year revenue growth of 88%. Indeed, its AI server backlog now stands at $51.3 billion, well up from $43 billion just three months earlier.
What gives? Dell is undoubtedly leveraging its well-respected name within the business computing world. Mostly, though, it's institutional customers like that these AI-optimized servers easily integrate with other Dell-made solutions, and increasingly institutions appreciate the option of moving away from the public cloud and toward private, on-prem infrastructure, which is cheaper in the long run.
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394.81
Enough value, resiliency It's a compelling story for anyone looking for their next great artificial intelligence pick and, now, the AI industry's most resilient stocks. But much of whatever outsize performance this ticker is going to dole out for the year may already be in place. Dell shares are up more than 300% just since the end of last year. It could simply move sideways from here and still be one of 2026's top performers.
Nevertheless, keep this unexpected AI infrastructure name on your watch list. Priced at only 20 times next year's expected per-share profit of $22.13 (up 20% from this year's projection), the value already in place here is not only likely to bring a quick end to any pullbacks but also means there should be upside ahead even from its current price.
But the possibility of a broader reckoning for all artificial intelligence stocks? It's nothing to dismiss. It's arguable, however, that Dell's simple, cost-effective AI solutions may be relatively immune to such a headwind. After all, the world's still going to need this tech, even if it needs less of it than initially envisioned.
Big banks are always among the first companies to report earnings every quarter. As banks are seen as bellwethers for the economy, investors can get a sense of what to expect from other sectors of the economy based on bank earnings. But there is one stock that might be considered a bellwether for the bellwethers -- Jefferies Financial (JEF 6.72%).
Jefferies is a leading investment bank, and it reports earnings weeks before other big investment banks like Goldman Sachs (GS 4.27%), Morgan Stanley (MS 4.08%), and JPMorgan Chase (JPM 1.81%). That's because its quarter ends one month earlier than those other banks -- in this case, May 31.
Image source: Getty Images.
So while it might not be a total apples-to-apples comparison to the other banks, Jefferies results can certainly give investors a sense of how the quarter went for the other major banks, perhaps providing intel on whether they should buy leading up to earnings season.
So how did Jefferies do? Here are some takeaways.
Earnings miss and a mixed bag Jefferies' fiscal second-quarter earnings, released June 24, were a mixed bag. Net earnings grew a solid 5% year over year to $226 million, or $1.02 per share, but it was short of estimates of $1.16 per share. Revenue also missed estimates, despite rising 37% year over year to $2.21 billion. Analysts anticipated $2.22 billion.
The miss was the primary reason that Jefferies stock dropped about 8% the next day, June 25.
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The earnings and revenue, while strong, missed estimates due to weak asset management numbers. Asset management revenue tumbled 46% to $188 million in the quarter due to a difficult stock market environment from March through May. Also, it took a hit from losses by its subsidiary, Point Bonita, which had significant exposure to First Brands Group, a company that went bankrupt last fall.
But on the plus side, Jefferies had blowout investment banking results.
Blowout investment banking revenue Investment banking, Jefferies' bread and butter, had a record quarter. This should get the attention of investors looking at earnings for Goldman Sachs and Morgan Stanley next month.
Investment banking revenue surged to $1.2 billion, a 58% increase year over year. It was a record quarter for Jefferies, led by advisory and equity underwriting. It also had a strong quarter in capital markets as revenue rose 13% to $799 million. Combined, capital markets and investment banking revenue increased 37% year over year to a record $2 billion.
While the quarter may have been a mixed bag for Jefferies, it was good news for other investment bank stocks and their investors. Obviously, the record investment banking and capital markets hauls indicate that this will be a strong quarter for the large investment banks.
Additionally, the downside of this report for Jefferies, asset management, won't translate to the other competitors. That's because Jefferies' asset management results include March, a terrible month for stocks. Goldman Sachs', Morgan Stanley's, and JPM's quarters won't include March and will start with the recovery rally in April.
Also, a big part of Jefferies' asset management hit was from its Point Bonita exposure to First Brands. The other companies won't have that drag. So Q2 should be a good one for the investment banks.
New York, New York--(Newsfile Corp. - June 28, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Peabody Energy Corporation (NYSE: BTU) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Peabody Energy securities between October 14, 2024 and May 4, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/BTU.
Peabody Energy Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose:
The true state of Centurion mine's commissioning challenges, including unanticipated electrical and mechanical problems, roof control deterioration, and floor softening that made the March 2026 longwall production deadline unachievable.That Defendants' repeated assurances that Centurion was "on time and on budget" and "ahead of schedule" were materially false and misleading.That the mine's production shortfalls would materially impact Peabody's full-year 2026 financial results, including an $80 million EBITDA impact in the first quarter alone.On March 30, 2026 and May 5, 2026, Peabody disclosed the true scope of Centurion's problems, slashing its full-year sales outlook from 3.5 million to 2.5 million tons and increasing cost guidance to $123-$133 per ton.
Following this news, BTU fell approximately 9.7% on March 30, 2026, and an additional 5.7% on May 5, 2026, declining from $39.50 to $25.00 per share, a cumulative decline of approximately 37%.
What's Next for Peabody Energy Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/BTU. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Peabody Energy you have until August 24, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Peabody Energy Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Peabody Energy Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com.
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Attorney advertising.
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To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303060
Source: Bronstein, Gewirtz & Grossman, LLC
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NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Verra Mobility Corporation (NASDAQ: VRRM) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Verra securities between February 24, 2026 and May 26, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/VRRM.
Verra Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants misrepresented the nature and stability of Verra’s relationship with Avis Budget Group (“Avis”), including the likelihood of securing a contract extension;Defendants downplayed the risk that major rental car companies, including Avis, could replace Verra’s services with in-house solutions or alternative third-party providers; and as a result, Defendants’ statements about the Company’s business, operations, and prospects were materially false and misleading at all relevant times. What's Next for Verra Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/VRRM. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Verra you have until August 4, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Verra Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Verra Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Calix, Inc. (NYSE: CALX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Calix securities between January 28, 2026 and April 21, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/CALX.
Calix Case Details
The Complaint alleges that throughout the Class Period, defendants failed to disclose to investors:
(1)the Company’s first quarter margins had significantly benefited from advanced purchasing of memory components;(2)that the Company’s advanced supply of memory components was dwindling;(3)that, as a result, the Company was experiencing negative margin pressure as it was forced to purchase memory components at rising market prices; and(4)that, as a result of the foregoing, Defendants’ positive statements about the Company’s margins, business, operations, and prospects were materially misleading and/or lacked a reasonable basis.
What's Next for Calix Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/CALX. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Calix you have until July 27, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Calix Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Calix Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Han-Ping Shieh, a member of the Board of Directors at Silicon Motion Technology Corporation (SIMO 5.63%), disclosed the sale of 2,000 shares of common stock in multiple open-market transactions between June 2, 2026 and June 18, 2026, according to an SEC Form 4 filing.
Transaction summaryMetricValueShares sold (direct)2,000Transaction value~$629,000Post-transaction shares (direct)0Post-transaction value (direct ownership)$0Transaction value based on SEC Form 4 weighted average reported price ($314.62).
Key questionsWhat proportion of Han-Ping Shieh's directly held common stock was impacted by this transaction?
This sale accounted for 100% of Shieh's direct holdings in the common stock share class, resulting in no remaining direct ownership of that class as of June 18, 2026.Does Shieh continue to have an economic interest in Silicon Motion Technology Corporation following this transaction?
Yes; while direct holdings of common stock were reduced to zero, Shieh maintains ownership of ~14,310 American depositary shares (ADS), which can be converted to common stock and represent a continuing economic interest.Was there any participation from indirect entities or the use of derivative securities in these transactions?
No indirect entities or derivative securities were involved; the transaction reflected only direct, open-market sales of common stock.How does this activity relate to Shieh's historical trading cadence or available share capacity?
Since Shieh's direct common stock holdings were fully allocated in this transaction and no additional direct shares remain, the scale of the transaction is explained by the capacity of available shares rather than a change in trading cadence.Company overviewMetricValueRevenue (TTM)$1.06 billionNet income (TTM)$169.97 millionDividend yield0.64%1-year price change358.20%* 1-year price change calculated as of June 18, 2026.
Company snapshotSilicon Motion designs and supplies NAND flash controllers for SSDs, embedded storage (eMMC/UFS), flash memory cards, and industrial/automotive SSDs.It generates revenue primarily through direct sales and distribution of proprietary controller ICs and SSD solutions to global electronics manufacturers and data center customers.Main customer segments include NAND flash manufacturers, module makers, hyperscale cloud providers, and OEMs in computing, mobile, and industrial sectors.Silicon Motion Technology Corporation operates at scale as a leading provider of NAND flash controller solutions, supporting both consumer and enterprise storage markets. Its global footprint and diversified product range enable the company to address the evolving needs of data storage across multiple device categories.
The company's technical expertise and established customer relationships underpin its competitive position in the semiconductor industry.
What this transaction means for investorsSilicon Motion Director Han-Ping Shieh’s June sale of 2,000 company shares came at a time when the stock was skyrocketing. Last July, shares reached a 52-week low of $70.12. Fast forward about a year later, and Shieh was able to convert some of his American depositary shares (ADS) into direct holdings that sold for a weighted average price of $314.62.
Given the incredible share price increase, it’s no surprise Shieh sold at this time. Even though his sale eliminated 100% of the stock he had, he can convert more ADS shares in the future. Each ADS share represents four ordinary shares of Silicon Motion, and Shieh held over 14,000 ADS shares post-transaction. That translates into a substantial equity stake in the company, and suggests Shieh is not in a rush to dispose of his holdings.
Perhaps he sees more upside coming ahead. After all, Silicon Motion is enjoying spectacular revenue growth thanks to artificial intelligence. Customers need the company’s storage solutions for the massive data requirements of AI systems. Consequently, Silicon Motion reported a jaw-dropping 105% increase in first-quarter sales to $342.1 million compared to the prior year.
Robert Izquierdo has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
The artificial intelligence boom has reshaped the stock market over the past two years. Graphics processors grabbed the headlines first, but AI infrastructure reaches far beyond chips that perform calculations. Every AI model also needs somewhere to store the mountains of data it creates, trains on, and retrieves. That has turned memory into one of the hottest corners of the semiconductor industry.
While investors expected companies like Micron Technology (NASDAQ:MU | MU Price Prediction) to benefit, the market’s biggest winner has been Sandisk (NASDAQ:SNDK), whose stock has delivered returns that few investors imagined possible since becoming an independent company last year.
A Remarkable Run Since the Spinoff Sandisk began trading as an independent company on Feb. 24, 2025, after its separation from Western Digital (NASDAQ:WDC), which allowed it to focus on NAND flash memory.
The stock debuted around $52 per share, and by the end of 2025, had climbed to approximately $224, delivering a gain of about 559% in just over 10 months. That performance looks almost modest compared to what followed.
Through the first six months of 2026, Sandisk has surged another 781%, producing a cumulative gain of more than 3,900% since its debut as a standalone company.
Even Micron — the second-best-performing stock in the S&P 500 this year — has gained less than half as much as Sandisk.
AI is Creating a Storage Boom Unlike companies designing AI processors, Sandisk manufactures NAND flash memory, the non-volatile storage found in solid-state drives (SSDs), enterprise storage arrays, smartphones, laptops, automotive systems, and embedded devices. As AI models become larger, they require more high-speed storage to house training datasets, inference databases, checkpoints, and archived information.
Demand has accelerated across enterprise SSDs as hyperscale cloud providers expand AI infrastructure. At the same time, industry supply has remained disciplined after manufacturers reduced production during the memory downturn of 2023 and early 2024.
The result has been a powerful pricing cycle. Average selling prices for NAND flash have risen sharply while inventories have normalized. Higher prices flow almost directly to profits because memory manufacturing carries substantial fixed costs. Once utilization improves, margins tend to expand quickly.
Not surprisingly, investors have rewarded Sandisk with a premium valuation because they see the company as one of the purest ways to invest in NAND pricing without the distraction of Western Digital’s hard-drive business.
Still, several factors suggest the current environment may have more room to run. Major cloud providers continue spending hundreds of billions of dollars building AI infrastructure, while enterprise AI adoption remains in its early innings. Those investments should continue supporting demand for high-capacity flash storage throughout 2026. Meanwhile, manufacturers have shown greater production discipline than in previous cycles, reducing the risk of an immediate oversupply.
Granted, after a 3,900% gain, expectations leave little room for disappointment. Even strong earnings may not satisfy investors if growth begins slowing.
Key Takeaway In short, Sandisk has become the market’s biggest AI storage success story. The company’s independence from Western Digital allowed investors to focus squarely on its NAND flash business just as AI infrastructure spending ignited one of the strongest memory markets in years. The combination has produced the best-performing stock in the S&P 500 by a wide margin.
Ultimately, the fundamentals still support additional upside if NAND pricing remains firm and hyperscale AI spending continues at today’s pace. Regardless, smart investors should remember that memory stocks rarely move in straight lines. After such an extraordinary advance, Sandisk can still rise further, but shareholders should expect far more volatility during the second half of 2026 than they experienced during the first.
NEW YORK, June 28, 2026 (GLOBE NEWSWIRE) -- Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against POET Technologies Inc. (NASDAQ: POET) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired POET Technologies Inc. securities between April 1, 2026 and April 27, 2026, both dates inclusive (the “Class Period”). Such investors are encouraged to join this case by visiting the firm’s site: bgandg.com/POET.
POET Technologies Inc. Case Details
The Complaint alleges that the Defendants made false and/or misleading statements and/or failed to disclose that:
POET misrepresented its tax status due to it likely being deemed a passive foreign investment company (or “PFIC”) under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; the foregoing tax issue would, if discovered, make POET a less attractive investment than it would otherwise be, thus threatening POET’s valuation; Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET’s business agreements in a public interview, thus endangering POET's business prospects, and as a result, Defendants’ statements about POET's business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. What's Next for POET Technologies Inc. Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm’s site: bgandg.com/POET. or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in POET Technologies Inc. you have until June 29, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to POET Technologies Inc. Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys’ fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for POET Technologies Inc. Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
Follow us for updates on LinkedIn, X, Facebook, or Instagram.
Contact Info
Peretz Bronstein, Esq. or Nathan Miller
Bronstein, Gewirtz & Grossman, LLC
917-590-0911 | [email protected]
Attorney advertising.
Prior results do not guarantee similar outcomes.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
After a blockbuster IPO just a few weeks ago, Cerebras (CBRS +7.76%) stock has nosedived recently. The company reported its first-quarter 2026 results on June 24, its first earnings report since going public, and Cerebras shares fell nearly 12%.
Notably, Cerebras' sales outpaced analysts' consensus estimate for the quarter, and its losses narrowed. Usually, that would cause most stocks to rise. But investors are increasingly concerned that the investments AI companies are making may not pay off in the long term. Which is why leading AI companies like Nvidia and Broadcom are seeing their share prices drop lately, too.
Here's what's happening and what Cerebras shareholders should know.
Image source: Getty Images.
Strong revenue results, disappointing margins Some of the results from Cerebras' first quarter were very good, including the company's revenue jumping 94% year over year to $193 million, beating Wall Street's consensus estimate of $181 million. Cerebras' operating loss of $3.5 million was also smaller than expected and a huge improvement over its $19.3 million loss in the year-ago quarter.
But Cerebras shareholders looked past these results and focused instead on management's comments that profitability was declining due to its $20 billion contract with OpenAI. The company's leadership said that to increase capacity for OpenAI, it will rent out some of its systems rather than sell them, which will reduce some of its cloud and services margins this year.
Management said adjusted gross margin will be between 38% and 41% for 2026, compared with 47% in the first quarter. Once it moves away from renting some of its systems and back to selling them, it expects margins to rise again.
While the decline appears to be temporary, Cerebras stock's sell-off after the results were published was telling. Tech investors, in general, are becoming increasingly skeptical that big investments in AI will pay off, and they're scrutinizing declines in profitably.
Today's Change
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Some chip stocks are feeling the pressure right now The pressure on Cerebras' stock is happening against the backdrop of declines for many AI chip stocks. Over the past month, Nvidia shares and Broadcom stock are down about 9%, as of this writing.
While many AI stocks have experienced huge gains over the past few years, some investors fear that the hundreds of billions of dollars being poured into AI may never translate into profits, prompting some to take their current gains and seek safer investments.
Investors aren't wrong to question some of the spending. At some point, there will be a slowdown in tech companies' spending. While no one knows when that will be, some people are concerned that rising inflation could lead the Federal Reserve to raise interest rates sooner than previously expected. Core inflation rose to 3.4% in May, its highest level since October 2023.
Adding to the volatility for Cerebras and many of its peers is the fact that their share prices are already trading at a premium. Cerebras stock has a trailing price-to-sales (P/S) ratio of 74, while the tech sector's P/S ratio average is about 10.
There's a classic risk-versus-reward assessment happening among investors right now. And some people are beginning to think that tech companies are taking on too much risk (via AI investments) without enough of the reward (profits).
Cerebras is in a particularly difficult position because its shares are expensive and its profit margins are declining.
Cerebras has promising technology, including large wafers used for AI processing, but shareholders should understand the company's risks. Higher costs are reducing profitability, and any slowdown in infrastructure spending by large tech companies could add pressure.
It's too soon to call an end to the AI chip stock run -- Micron Technology just reported strong third-quarter results, after all -- but Cerebras and other AI investors may want to brace for more turbulent months ahead as AI spending comes under scrutiny.
Space Exploration Technologies Corp (SPCX +0.13%) raised $75 billion in its initial public offering (IPO) on June 12. When you add in the overallotment given to the investment banks that helped with the IPO, that figure rises to $85.7 billion. Just days after the IPO, the company announced it would sell $20 billion in bonds, even though it already had $100 billion in cash on its balance sheet. It actually raised $25 billion from the bond sale, thanks to strong demand. Here's why all that cash won't last very long.
SpaceX is big, but it's still a start-up The hype around SpaceX is huge, partly because of Elon Musk's involvement and partly because the company has achieved impressive milestones. In fact, the company's Starlink cellular telecommunications business is profitable. The problem is that its rocket business and its artificial intelligence operations (AI) are not. So the company, overall, doesn't turn a profit, a fact clearly disclosed in the IPO prospectus.
Image source: Getty Images.
Also clearly disclosed was the need for huge ongoing capital investments. That's not something to overlook just because the company has $100 billion in cash and just sold $25 billion in bonds. For starters, the bond sale proceeds were earmarked to repay bridge loans. While there may be some cash left over, it likely won't be much.
The $100 billion in cash on the balance sheet, meanwhile, must be compared with the company's investment needs. It is very clear in its prospectus that capital spending will be a massive cash drain. In the first quarter of 2026, SpaceX made capital investments totaling $10.1 billion, up from $4.1 billion in the prior year.
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If you annualize that, and generously assume that capital spending needs don't increase further, the company is on pace to spend around $40 billion a year. So $100 billion is enough to cover two and a half years' worth of capital spending needs if capital spending doesn't increase further. Given the huge amount of money being spent in the AI arms race, it seems likely that capital investment spending could rise from here.
SpaceX is likely to be tapping the capital markets again Elon Musk has huge goals for SpaceX. While the cash raised so far seems like a massive sum, it likely won't last long. Look for the company to come back to the capital markets for more cash, a move that could dilute current shareholders. And that doesn't even take into account the overhang from the stock that is likely to hit the market when the lockup period from the IPO ends and insiders start selling shares. All in, there could be more downward pressure on the stock than many investors realize, increasing the importance of taking a long-term view if you own SpaceX or are considering buying it.
Prime Day generates billions of dollars in sales and dominates headlines every summer. It just generated a record $26.4 billion in sales across the four-day event last week. Yet focusing only on Amazon‘s (NASDAQ:AMZN | AMZN Price Prediction) annual shopping event misses the much bigger story.
The company has quietly transformed itself into one of the world’s most integrated technology platforms, combining cloud computing, artificial intelligence, logistics, advertising, satellite communications, and digital commerce under one roof. Few companies possess that breadth. Even fewer have managed to make each business strengthen the others.
For long-term investors, those connections — not discounted electronics — may ultimately prove to be Amazon’s greatest competitive advantage.
Amazon’s Competitive Moat Keeps Getting Wider Amazon’s biggest strength isn’t any single business. It’s how all of its businesses reinforce one another.
The company’s retail operations introduced more than 260 million Prime members worldwide, creating one of the largest recurring subscription ecosystems anywhere. Those members spend more, shop more frequently, stream Prime Video, use Amazon Music, and increasingly interact with Amazon’s growing advertising platform.
Meanwhile, Amazon Web Services (AWS) continues serving as one of the foundations of the global cloud industry. AWS generated approximately $37.6 billion in quarterly revenue as enterprises accelerate AI deployments. Every new AI model requires computing power, storage, networking, and security — services AWS already provides at enormous scale.
Company Primary Strength Strategic Advantage Amazon Cloud, AI, commerce, logistics, advertising Vertically integrated ecosystem Microsoft (NASDAQ:MSFT) Enterprise software and Azure Deep enterprise relationships Alphabet (NASDAQ:GOOG) Search, cloud, AI Data and advertising leadership Nvidia (NASDAQ:NVDA) AI chips Dominant AI accelerator hardware Amazon stands apart because it controls nearly every layer — from fulfillment centers and warehouses to cloud infrastructure and AI chips.
AI Infrastructure Could Be the Next Growth Engine The AI boom is expanding Amazon’s opportunity well beyond online shopping.
One area attracting growing attention is Project Kuiper, Amazon’s low-Earth-orbit satellite network. Much like Starlink transformed SpaceX (NASDAQ:SPCX) into a communications infrastructure company, Kuiper gives Amazon the ability to design its own satellites, customer terminals, and networking systems while extending AWS closer to customers through edge computing. Over time, that vertical integration could create powerful synergies between cloud services and global connectivity.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
Amazon is also reducing its dependence on outside chip suppliers. Its Trainium2 processors are ramping faster than any previous AWS custom silicon platform while delivering roughly 30% to 40% better price-performance than many traditional GPU alternatives for AI workloads. Management also disclosed approximately $225 billion in customer commitments supporting future infrastructure demand, with much of today’s Trainium capacity already reserved. It may soon start selling the chips to third-party customers.
Advertising is quietly becoming another major earnings driver. Amazon says Prime Video advertisements now reach approximately 315 million viewers worldwide, creating another recurring revenue stream layered on top of its commerce ecosystem.
Cash Burn Looks Scary — Until You Look Deeper Granted, Amazon isn’t a textbook value stock. The company continues spending enormous sums building AI data centers, expanding logistics infrastructure, and launching Kuiper satellites. Free cash flow has turned negative as capital expenditures surged, Amazon pays no dividend, repurchases virtually no shares, and stock-based compensation continues creating shareholder dilution.
Those concerns deserve attention, but context matters. The company generated approximately $148.5 billion in trailing operating cash flow while holding more than $153 billion in cash and short-term investments — more than double its 2022 balance. Those figures give Amazon flexibility that many competitors simply don’t possess.
Investors are right to question whether today’s AI spending can continue indefinitely. However, companies like Amazon, Alphabet, and Nvidia currently have the balance sheets necessary to fund that investment without placing meaningful financial stress on their businesses.
Key Takeaway In short, Amazon has become much more than the world’s largest online retailer. It now operates one of the most interconnected technology ecosystems ever assembled, spanning cloud computing, AI infrastructure, satellite communications, logistics, advertising, and digital commerce.
The stock may not be deeply undervalued, and heavy capital spending will likely pressure free cash flow for some time. Regardless, Amazon has followed this playbook for decades — reinvesting aggressively today to widen its competitive moat tomorrow. With $148 billion in operating cash flow, more than $153 billion in liquidity, and multiple AI-driven growth engines still in their early stages, the company appears well positioned to turn today’s spending into tomorrow’s earnings power. For patient investors, that’s a trade-off worth understanding.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Amazon didn't make the cut. Grab the names FREE today.
New York, New York--(Newsfile Corp. - June 28, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Microsoft Corporation (NASDAQ: MSFT) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Microsoft securities between May 1, 2025 and January 28, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/MSFT.
Microsoft Case Details
The Complaint alleges that throughout the Class Period, Defendants made false and/or misleading statements because they failed to disclose that:
Microsoft's Copilot family of products had experienced significant brand positioning, user experience, usage, data siloing, computational capacity, organizational, and interoperability problems; Microsoft's flagship proprietary AI model ranked well below competitors on a number of benchmark tests; Microsoft needed to increase by billions of dollars its capital expenditures and divert graphics processing unit ("GPU") and central processing unit ("CPU") capacity away from fulfilling demand for its profitable Azure services in order to improve the competitive positioning of its critical Copilot family of products and increase its AI-related research and development ("R&D"); and as a result of the above, Microsoft had failed to convert a significant percentage of its commercial Microsoft 365 users to paid Copilot subscriptions and Microsoft's Copilot offerings had lost market share to rival products, a trend that was increasing.What's Next for Microsoft Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/MSFT, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Microsoft you have until August 11, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Microsoft Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Microsoft Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/301524
Source: Bronstein, Gewirtz & Grossman, LLC
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Amazon, Microsoft, and Alphabet's Google have been experiencing strong demand for their artificial intelligence (AI)-focused cloud computing offerings, leading to significant increases in their backlogs and remaining performance obligations (RPO).
The three tech giants, which are members of the Magnificent Seven, were sitting on a combined order backlog of $1.45 trillion in the first quarter of 2026. This clearly indicates an incredible demand for running AI workloads in data centers. However, shares of Amazon, Microsoft, and Alphabet have struggled despite the massive contractual backlogs they carry.
While Amazon and Alphabet have gained 3% and 6% this year, Microsoft's stock has retreated 21%. However, there's another cloud computing company that's witnessed a parabolic jump in its stock price this year. Shares of DigitalOcean (DOCN 4.04%) are up by an incredible 184%.
Let's see why that's the case and check why this high-flying stock isn't done soaring yet.
Image source: The Motley Fool.
DigitalOcean's business model is driving an acceleration in growth Like its larger peers, DigitalOcean provides an on-demand cloud computing platform. However, the key difference in its business model from those of Amazon, Microsoft, and Alphabet is that its offerings are tailored for small and medium businesses, start-ups, and developers. Of course, the three tech giants I am comparing DigitalOcean with account for 62% share of the cloud computing market, but the smaller company is carving out a niche for itself.
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That's because DigitalOcean claims to offer a simple platform with predictable, flat pricing to customers, which is ideal for small and medium-sized companies that want to avoid complexity and keep costs in check while deploying AI solutions. Specifically, DigitalOcean offers 30 core products as compared to the hundreds of offerings available on the cloud computing platforms of its bigger competitors. It offers all its products on a single platform, making it easier to build, deploy, and scale AI applications.
Also, the simplified nature of its cloud offerings means that smaller businesses are likely to get better support and attention. Most importantly, DigitalOcean claims that it can reduce total costs by up to 80% compared with traditional hyperscalers. This probably explains why customers have started spending aggressively on its cloud computing platform, especially for running AI workloads.
The company noted that its AI-focused annual recurring revenue (ARR) in Q1 jumped by 221% year over year to $170 million. That was significantly higher than the 22% increase in its overall ARR to just over $1 billion. More importantly, DigitalOcean customers are not just renting the company's AI hardware but also running inference services on its platform.
Specifically, DigitalOcean's ARR from its inference services increased by a whopping 487% year over year in Q1, accounting for 64% of its AI ARR. The company estimates that AI inference workloads will account for 80% of the computing power in AI data centers in 2030, up from around 50% last year. So, it won't be surprising to see more customers flocking toward DigitalOcean's platform to run inference workloads in the future.
The good news is that DigitalOcean's growing prominence in AI cloud infrastructure is poised to translate into stronger growth for the company, as evidenced by the substantial upgrade to its guidance. DigitalOcean anticipates a 26% increase in revenue in 2026, followed by a significantly stronger jump of more than 50% in 2027. Even better, analysts anticipate its solid momentum will continue beyond next year.
Data by YCharts
But is the stock still worth buying? Investors may be wondering whether buying this AI stock is a good idea after its stunning 2026 rally. After all, DigitalOcean is now trading at almost 16 times sales, well above the tech-laden Nasdaq Composite index's price-to-sales ratio of 5.2.
However, the acceleration in DigitalOcean's growth justifies the premium valuation, especially considering that it is at the beginning of a terrific growth curve. The cloud computing provider can sustain its solid growth beyond the next couple of years, driven by the growing demand for AI inference. Assuming it can clock even 20% revenue growth in 2029 and 2030, DigitalOcean's top line could reach $3.53 billion by the end of the decade.
If the stock trades at even 10 times sales at that time, its market cap could reach $35 billion, implying 141% upside from current levels. So, it isn't too late for investors to buy this growth stock as it still has terrific upside potential.
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June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58)
The following is an abridged transcript:
It's another holiday-shortened week with Independence Day observed on Friday, but traders will still get the all-important jobs report.
The June employment report will be released on Thursday before the opening bell.
After May's strong gain, another solid reading could increase pressure on the Federal Reserve to tighten policy to get a better handle on wage inflation.
Economists expect nonfarm payrolls to have risen by 110K, with the unemployment rate holding at 4.3% and average hourly earnings increasing 0.3%.
Wells Fargo economists say recent data suggest labor demand is holding roughly steady rather than re-accelerating in a meaningful way.
"Even with some recent firmness in headline payroll gains, the broader picture remains one of a labor market near balance, with neither labor demand nor wage pressures signaling a return to overheating," they said.
Pantheon Macro notes that the "trend in initial and continuing claims appears to have picked up since the start of May, consistent with payroll growth slowing back below the break-even pace."
It's still a quiet week for earnings, but Nike (NKE) headlines the calendar on Tuesday.
This past week, Evercore downgraded Nike to In-Line from Outperform, saying that roughly two years into the turnaround there are fresh resets lower in the wholesale channel, limited needle-moving innovation in the 2027 pipeline and near-term execution issues.
SA analyst Justin Purohit, who rates the stock a Buy, says "current pricing presents an attractive opportunity for long-term investors."
But Ten Cent Capital argues that while "a relief rally is possible if Q4 beats low expectations, the competitive landscape and structural challenges suggest the era of premium multiples may be over."
Also on the earnings calendar:
Constellation Brands (STZ) joins Nike on Tuesday.
FactSet (FDS) and General Mills (GIS) report on Wednesday.
In the news this weekend
Hostilities in and around Iran are escalating again, testing the fragile ceasefire that had been intended to end months of fighting.
U.S. forces struck Iranian communications, air-defense, drone-storage and mine-laying facilities after what Washington described as an attack on an oil tanker transiting the Strait of Hormuz.
Prediction-market odds of traffic through the Strait of Hormuz returning to normal in the near term also fell sharply.
Meanwhile, the Trump administration is preparing to allow Anthropic (ANTHRO) to restore access to its latest AI model, Fable 5, as early as next week, according to Axios.
On Friday, Anthropic said it will soon allow trusted companies and government partners to use Mythos 5, which, along with Fable 5, was disabled earlier this month following a government directive.
For income investors, Mondelez (MDLZ) goes ex-dividend on Tuesday and will pay its dividend on July 14.
Comcast (CMCSA) goes ex-dividend on Wednesday, with its payout set for July 22.
Bristol-Myers Squibb (BMY) and Sysco (SYY) both go ex-dividend on Thursday.
Bristol-Myers will pay shareholders on August 3, while Sysco's payout is scheduled for July 24.
Nvidia is the most valuable company in the world, with a market cap of more than $4.7 trillion. It has become not just an earnings powerhouse for its investors, but also for its partners.
Last fall, Nokia (NOK 7.26%) inked a $1 billion partnership to develop an AI-enabled cellular phone network, called AI RAN, or radio access network. It will essentially result in the upgrade to 6G communications and AI capabilities for mobile networks, transforming cell towers into data centers and changing mobile communications.
For its part, Nvidia is providing the AI chips and platform on which the AI RAN 6G platform will run.
Image source: Getty Images.
As part of the deal, Nvidia will deploy Nokia's switches, SR Linux software, and optical technologies at its data centers.
At the time the deal with Nokia was announced, Nokia was trading at just $6 per share, and had been in penny stock territory a few weeks prior at $4.90 per share. Since then, Nokia stock has skyrocketed 133% to almost $14 per share, including a 114% gain year to date.
The company is anticipating a major surge in revenue from the partnership, which has created investor excitement and bolstered its stock price.
Should you go all-in on Nokia? Nokia's stock price shot up following its first-quarter earnings release on April 23. The enthusiasm was less about its results, which were solid but not spectacular, and more about its outlook.
Nokia raised its guidance for the fiscal year. It's now calling for network infrastructure sales growth of 12% to 14% this fiscal year, up from 6% to 8% projected growth in January. The jump is based on the assumption that IP and optical networks revenue will grow 18% to 20% in 2026. The previous target was 10% to 12% growth. That increase in the outlook is related largely to the data center partnership with Nvidia.
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The other piece of the deal, the 6G networking, will have a longer runway, with earnings accretion from the partnership likely starting to emerge in 2027 and for several years after as the 6G networks get built.
So, this could be a transformative partnership for the beaten-down telecommunications stock, which has been trading mostly in penny stock range for more than a decade.
The recent surge has increased Nokia's price-to-earnings (P/E) ratio to 86 with a forward P/E of 36, so it's still a bit pricey. Analysts are mixed on the stock, with about half rating it as a buy with a $12 per share median price target.
While the future looks brighter for Nokia, investors may want to be cautious and pick their spots, given the recent rapid surge in Nokia's price and valuation. It does appear to be a long-term grower, but investors may want to find a better entry point.
Intel (INTC 3.20%) could become a serious AI infrastructure turnaround if Intel Foundry becomes a credible alternative to TSMC. Reported interest from major AI players makes the story far more compelling, but the stock now depends on execution, customer wins, manufacturing quality, and valuation expectations that have risen fast.
Stock prices used were the market prices of June 19, 2026. The video was published on June 27, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Intel. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
American Express (AXP 0.35%) is undoubtedly the leader in the premium segment of the credit card market. It has registered durable growth, with net revenue rising at a compound annual rate of 8.8% in the past 10 years. The top line was lifted by billed business, the amount of payment volume the company handles, growing at a 5.4% yearly clip.
The market cares what American Express' performance will look like in the future. Is this financial stock built for the next decade of spending? Investors will struggle to find reasons to be bearish on this business.
Image source: The Motley Fool.
Keep swiping those American Express cards The current economic climate is doing everything but instilling confidence in consumers and investors. Higher energy prices are pushing inflation to three-year highs. Housing turnover is low as mortgage rates remain elevated. And there are concerns about how the labor market will evolve as artificial intelligence progresses.
These headwinds are no match for American Express. During the first quarter, the company's billed business climbed 10%, the fastest pace in three years.
Serving an affluent customer base benefits the company, as these consumers are not as sensitive to the broader macro environment. American Express' Platinum Card, which carries a hefty $895 annual fee, saw an acceleration in spending growth in the first quarter. The retention rate is also impressive.
At a high level, American Express' success is tied to economic growth generally and greater spending specifically. In 10 years, it's a virtual certainty that global GDP and payment volumes will be meaningfully higher than they are today. That presents a favorable tailwind for this business as it captures that activity.
Average spend per card member increased by 62% between Q1 2016 and the most recent quarter. While I suspect growth might slow in the future as American Express further penetrates key markets and reaches maturity, the positive trend should continue. The leadership team is excited about how popular the cards are with millennial and Gen Z consumers, who should have extended lifetime values.
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Shares trade at a fair valuation Over the past 10 years, the credit card stock has produced a total return of 556% (as of June 25), which handily outperforms the S&P 500 index's total return. Given management's goal of mid-teens long-term annualized earnings-per-share growth, coupled with durable competitive strengths coming from the brand name and network effect, this is a business investors should zero in on.
The current price-to-earnings ratio of 21.4 looks like a fair entry point to own a high-quality company that is in position to continue beating the market in the long run.
American Express is an advertising partner of Motley Fool Money. Neil Patel has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends American Express. The Motley Fool has a disclosure policy.
Virtuix Holdings Inc (NASDAQ:VTIX) earlier this week announced the launch of Omni One for Quest, a development that significantly expands the reach of the company's virtual reality platform by making it compatible with Meta Quest 2 and Quest 3 headsets.
Speaking with Proactive, chief executive Jan Goetgeluk said the launch represented a major milestone for Virtuix and could act as a significant growth catalyst for the consumer side of the business.
Goetgeluk explained that Virtuix was founded around the concept of enabling natural movement inside virtual environments. The company's flagship Omni platform is an omnidirectional treadmill that allows users to walk, run, crouch and jump while navigating virtual worlds.
According to Goetgeluk, the new Omni One for Quest product follows Virtuix's inclusion in Meta's Made for Meta certification programme and enables direct compatibility with the widely adopted Quest ecosystem.
Proactive: Very welcome back inside our Proactive newsroom. Joining me now is Jan Goetgeluk, CEO of Virtuix. Jan, it's great to see you again. How are you?
Jan Goetgeluk: Hey, good to see you again.
We've spoken many times about the applications for your product on the defence side, but this is really where the company started—in gaming. Remind everyone how Virtuix began and how the business evolved before we discuss today's news.
We started with the belief that virtual reality would become the next big thing. The question was how people could move naturally inside virtual worlds. I didn't want to sit in a chair or stand still using a joystick or keyboard. I wanted to walk naturally inside those environments.
That led to the idea of a treadmill that works in 360 degrees—an omnidirectional treadmill. That's now the core of our company. The Omni allows users to walk, run, crouch and jump in 360 degrees inside video games and other virtual reality applications.
Today's announcement centres on that VR treadmill and a collaboration with Meta. Tell us about the significance of the deal.
It's a big deal for us. Today we're launching Omni One for Quest. We had already announced that we were working with Meta and were part of the Made for Meta programme, which is a certified programme.
Now Omni One for Quest makes our product compatible with all Quest 2 and Quest 3 headsets for the first time. Meta has sold more than 20 million Quest headsets and there are an estimated 6 million active users. Those users can now use Omni One directly with their existing headsets and games.
It expands our addressable market by an immediate 6 million users, which is very exciting for us and is a major catalyst for growth on the consumer side.
Ease of use is important. This is essentially plug-and-play?
Absolutely. If you have a Quest headset, it connects automatically to our Omni treadmill. We have a growing library of compatible games that work natively out of the box.
It's an incredible experience that we can now bring to the Meta ecosystem, which is the largest VR and XR user base in the world. Millions of users can now use our product directly with their existing hardware.
People who invest in VR equipment often want the most immersive experience possible. That's what you're offering here.
It's the next level of immersion. You can't get this experience any other way. As an added benefit, it's also good for your health because you're physically moving, running and jumping.
One user reported losing 40 pounds in four months using our product. Users can burn up to 700 calories per hour while playing action games on Omni One.
It's a highly immersive gaming system, but it's also beneficial from a fitness perspective. If you enjoy gaming and want to stay fit, this is a product for you.
Will you continue adding more games over time?
Absolutely. We launched with a strong lineup of games, and the Quest platform has hundreds or even thousands of titles. Over time, we aim to make as many games as possible directly compatible with Omni One for Quest.
We've already been reporting double-digit growth on the consumer side, and this launch will supercharge that growth and take the consumer business to the next level.
Congratulations on the launch of Omni One for Quest and thank you for joining us.
Thank you.
Quotes have been lightly edited for style and clarity
Anthropic confidentially submitted its draft S-1 filing to the U.S. Securities and Exchange Commission (SEC) on June 1, paving the way for a potential initial public offering (IPO). The company behind Claude, one of the top artificial intelligence (AI) apps, could become the largest software IPO in history after its most recent funding raise valued the business at $965 billion.
If private funding is any indication, Wall Street will be fighting for shares when the company eventually begins trading (market watchers and financial analysts expect the company to execute the IPO as early as fall 2026). But you don't have to invest directly in Anthropic to have exposure.
Here are five stocks that stand to benefit from their own investments and relationships with the hot AI company.
Image source: Getty Images.
1. Amazon Cloud computing leader Amazon (AMZN +2.44%) began investing in Anthropic in 2023. Amazon has invested approximately $13 billion to date, with plans to invest up to $20 billion more. The two companies also work closely together. Anthropic uses both Amazon's cloud services and its Trainium AI chips to run its Claude models.
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Amazon's stake in Anthropic has grown significantly alongside Anthropic's private market valuation. Amazon's stake was worth roughly $74 billion, according to a filing in April. But that was before Anthropic's most recent raise in May. Today, Amazon's investment in Anthropic could exceed $100 billion, and it may rise further if Anthropic goes public.
2. Alphabet Tech giant Alphabet (GOOGL 1.73%) (GOOG 2.19%) was another one of Anthropic's early supporters and investors. The company owns an estimated 14% stake in Anthropic. Based on its most recent funding round, it could value Alphabet's equity at roughly $135 billion today. Although Alphabet competes with Anthropic through its Gemini AI, the two companies work closely together.
Anthropic is one of Alphabet's key cloud customers and should remain so. The company has reportedly committed to spending $200 billion on Google's cloud services and tensor processing unit (TPU) chips over the next five years. That could be a huge growth catalyst for Alphabet alongside its lucrative stake in the company.
3. Salesforce Software company Salesforce (CRM +5.41%) has also gotten in on Anthropic's funding rounds over the years, though not to the extent of Amazon or Alphabet. Salesforce reportedly invested $50 million back in 2023, and subsequent investments have built up a stake worth approximately $5 billion today. That's a huge return on investment and an asset that management could eventually monetize once Anthropic goes public.
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Salesforce is embracing AI, proactively bringing it to customers. Anthropic's Claude is a foundational model in the company's AI agent product suite, Agentforce 360. Fears over how AI could disrupt the broader software industry have weighed on the stock over the past year. However, Salesforce anticipates revenue growth accelerating over the second half of fiscal year 2027, making it a potential rebound candidate with some sneaky investment exposure to Anthropic.
4. Nvidia Chips make AI go, so Nvidia (NVDA 1.42%) has been paramount to Anthropic's success with Claude. That will continue, as Anthropic plans to use enough Grace Blackwell and Vera Rubin chips for an entire gigawatt of computing capacity. Even though Anthropic has sourced custom AI chips to meet its computing needs, Nvidia remains the runaway leader in standardized AI graphics processing units (GPUs), so this shouldn't be a surprise.
Nvidia has invested in Anthropic, forming an equity-tied relationship with one of its best customers. Nvidia was late to the party; it participated in a funding round late last year, investing up to $10 billion, which is likely worth far more following Anthropic's most recent raise. It still won't move the needle for Nvidia, but it gives investors some Anthropic exposure, and that's just a bonus for owning one of the market's top AI stocks already.
5. Microsoft Most investors associate Microsoft (MSFT +6.03%) with OpenAI, Anthropic's rival, because of their long, high-profile relationship. However, Microsoft dipped its toes into Anthropic, investing up to $5 billion into the company late last year alongside Nvidia. Anthropic is committed to spending $30 billion on Azure cloud services, forming a working relationship between the two. Claude is also available through Microsoft Copilot.
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Although Microsoft's stake has grown in value since last year, it's probably not large enough to matter much for a company with a multitrillion-dollar market cap. That said, Microsoft is one of the best AI stocks for its direct AI dealings, as well as an indirect path to owning exposure to Anthropic and OpenAI until either company goes public.
Artificial intelligence has created an unusual investing environment. Companies willing to spend hundreds of billions of dollars building data centers are being rewarded with enormous growth expectations, while those sitting on the sidelines risk falling behind. The challenge is that AI infrastructure is expensive, and not every company has the balance sheet of Microsoft (NASDAQ:MSFT | MSFT Price Prediction), Alphabet (NASDAQ:GOOG), Amazon (NASDAQ:AMZN), or Meta Platforms (NASDAQ:META).
Oracle (NYSE: ORCL) is trying to join that elite club by borrowing aggressively to finance its cloud expansion. After its worst one-week stock performance in roughly 25 years, investors are beginning to ask whether the market is finally pricing in the risks as much as the opportunity.
Oracle’s AI Growth Story Is Unlike Anyone Else Oracle’s cloud infrastructure business (OCI) has become one of the fastest-growing AI platforms, driven by demand for GPU clusters and large language model training. According to Oracle’s latest earnings release, the company now has an AI-related backlog of approximately $638 billion, one of the largest in the cloud industry.
Revenue estimates illustrate why investors have been excited.
Fiscal Year Revenue Estimate Growth 2026 $89.9 billion 33% 2027 $128.6 billion 43% 2028 $184.7 billion 44% 2029 $206.2 billion 12% 2030 $230.5 billion 11% Earnings are expected to follow a similar trajectory.
Fiscal Year EPS Estimate Growth 2026 $8.09 5% 2027 $11.01 36% 2028 $15.57 42% 2029 $19.71 27% 2030 $22.27 13% Those numbers explain why Oracle has been willing to take on substantial debt to expand capacity. Management is effectively betting today’s borrowing costs against years of future AI demand.
The problem is that this isn’t the same business model employed by hyperscalers. Microsoft, Amazon, Alphabet, and Meta generate tens of billions of dollars annually in free cash flow that can help fund expansion internally. Oracle must rely much more heavily on debt markets.
The Biggest Risk Isn’t the Debt Borrowing itself isn’t necessarily dangerous if the assets produce predictable cash flow. Utilities have operated that way for decades. Oracle’s challenge is concentration.
More than half of its AI backlog is tied to OpenAI. That makes Oracle’s investment case dependent not simply on AI demand remaining strong, but on one customer continuing to honor commitments over many years.
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Granted, OpenAI remains one of the fastest-growing AI companies in the world. But customer concentration always deserves a discount because investors lose diversification. If OpenAI’s infrastructure needs change, develops more internal capacity, or shifts workloads elsewhere, Oracle’s return on those massive data center investments becomes less certain.
That’s the risk investors appear to be repricing today.
Is the Market Already Discounting the Risk? With Oracle stock down 57% from its 52-week high — and nearly 24% year-to-date — the sell-off has compressed the stock to roughly 14 times forward earnings and less than 15 times projected 2028 EPS. Those valuation multiples look inexpensive for a company expected to grow revenue more than 40% annually through fiscal 2028.
Here’s how Oracle stacks up against the competition:
Company Primary AI Driver Balance Sheet Advantage Forward P/E Microsoft Azure Massive free cash flow 19.2x Alphabet Google Cloud Net cash position 22.8x Amazon AWS Strong operating cash flow 23.1x Meta Platforms Llama Strong liquidity 15.7x Oracle OCI Debt-funded expansion 13.6x The discount exists for a reason. Oracle is financing growth differently than its larger competitors, and investors are demanding compensation for that added risk.
Key Takeaway In short, Oracle no longer looks expensive. At roughly 14 times forward earnings, much of the financing risk appears reflected in the share price. If Oracle converts even a large portion of its $638 billion backlog into recurring cloud revenue, today’s valuation could prove unusually attractive.
That said, this is no longer a straightforward AI infrastructure story. It has become a wager that OpenAI continues expanding aggressively and fulfills the commitments underpinning much of Oracle’s future growth. Until Oracle broadens that customer base, the stock probably deserves to trade at a discount to its hyperscale peers.
For long-term investors comfortable with customer concentration risk, today’s valuation offers an appealing entry point. For more conservative investors, waiting for evidence that Oracle can diversify its backlog beyond OpenAI may be the more prudent path.
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Duke Energy maintains strong financials, supporting confidence in its ability to meet fixed income obligations. DUK's Q1 revenue grew over 10% YoY, with net profit at $1.54B, aided by a $652M asset sale gain. The 5.725% junior subordinated debentures (DUKB) offer a 6.01% yield, superior risk/reward vs. DUK preferred shares.
Palantir (PLTR +5.66%) and Ginkgo Bioworks (DNA +7.11%) sit on opposite sides of a fast-emerging biosecurity debate. Palantir represents the intelligence layer, while Ginkgo represents the biological infrastructure layer. The question is whether future value comes from identifying threats first or building faster biological responses.
Stock prices used were the market prices of June 18, 2026. The video was published on June 27, 2026.
Rick Orford has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Palantir Technologies. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
When Apple NASDAQ: AAPL signals it may have to raise prices because memory costs are rising, the market pays attention. For investors already holding Micron Technology NASDAQ: MU, Seagate Technology Holdings NASDAQ: STX, Western Digital Corporation NASDAQ: WDC, and Sandisk Corporation NASDAQ: SNDK, that warning isn't a red flag—it's confirmation of pricing power.
Growth Investor's Louis Navellier sees all four names as direct beneficiaries of the same structural shortage, with one clear leader at the top of the stack.
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When Pricing Power Meets a 2-Year BacklogMicron Technology Today
MU
Micron Technology
$1,132.33 -81.23 (-6.69%)
As of 06/26/2026 04:00 PM Eastern
52-Week Range$103.38▼
$1,255.00Dividend Yield0.05%
P/E Ratio25.64
Price Target$1,263.76
The setup for Micron is straightforward: data centers want the fastest memory chips available, Micron makes them, and demand is running well ahead of supply. That's why analysts—who have historically lagged on this stock—keep revising estimates upward, and why the order backlog tells a more compelling story than the revenue line alone.
Navellier calls Micron something close to a monopoly in the data center memory segment. Samsung OTCMKTS: SSNLF competes on volume, but for hyperscalers building out AI infrastructure, Micron's high-bandwidth memory is the preferred choice.
That preference translates directly into operating margins. When you have pricing power in a supply-constrained market, margins expand—and Micron's have.
He ranks Micron at the top of his eight-factor fundamental model, which weighs sales growth, margin expansion, earnings stability, analyst revisions, and surprise history. Recent upward revisions across the analyst community, he notes, are a reliable signal of what's coming. Micron's last earnings report blew past expectations, and Navellier sees that pattern continuing—particularly given that analysts in this space are notoriously conservative, penalized more for overestimating than for being late.
The order backlog, extending roughly two to three years out, driven by data center construction, is why he isn't treating this as a late-cycle trade. More than half of U.S. construction activity is currently tied to data center builds, and whoever has the chips has the leverage.
The Reliability Play in an Unreliable MarketSeagate Technology Today
STX
Seagate Technology
$899.90 -125.46 (-12.24%)
As of 06/26/2026 04:00 PM Eastern
52-Week Range$138.30▼
$1,145.00Dividend Yield0.33%
P/E Ratio85.38
Price Target$831.79
Not every data center storage decision comes down to the fastest chip. Reliability matters enormously—downtime in a hyperscale facility is catastrophic—and that's where Seagate has built its reputation over decades of enterprise deployments.
Navellier calls Seagate his favorite solid-state name in the group. Its data center business is accelerating as the transition from spinning hard drives to solid-state drives continues across enterprise deployments, and the company's reputation for bulletproof performance has made it a preferred vendor for operators who can't afford failure.
That brand equity is doing real work in a market where procurement decisions are increasingly driven by reliability track records, not just spec sheets.
Revenue and earnings growth have been strong, and Seagate scores well on his fundamental model—though at a higher multiple than Micron. That premium doesn't concern him. Storage has historically demanded a higher valuation than DRAM, and Seagate's market share position and switching costs justify the spread. His posture: ride it as long as the fundamentals hold.
Western Digital and Sandisk: Strong Names, Slightly Lower ScoresWestern Digital and Sandisk both have meaningful exposure to the same AI storage surge. Navellier is careful not to dismiss either—comparing them unfavorably to Micron and Seagate, he says, is like being asked to pick a favorite child.
If pressed, he leans toward Sandisk over Western Digital on the basis of analyst revision momentum, earnings surprise history, and margin expansion trajectory. But both names score well on his model; they simply score below the top two. The demand environment is strong enough that all four can win simultaneously—the distinction comes down to who captures the most orders when speed and reliability are the deciding factors.
How to Think About Entry After a Monster RunAll four stocks have posted extraordinary gains. That makes entry feel uncomfortable, and Navellier acknowledges it. His approach: put them on an alert list and buy into daily pullbacks rather than chasing strength. The memory sector's natural oscillation means stocks that run 12% will typically give back 3-4% before the next leg—and those brief windows are where he builds or adds positions.
For investors already in these names, the calculus is different. Navellier's rule for his own portfolio is simple: if a stock still scores well on fundamentals—strong sales, expanding margins, positive revisions, solid surprise history—the size of the gain isn't a reason to sell. The stocks that have run 100%, 500%, or more in his portfolio are still there because the underlying businesses haven't deteriorated. The gain is a feature, not a warning sign.
The broader backdrop supports staying engaged. Data center construction is ongoing, AI compute demand continues growing, and the memory shortage driving Apple's pricing warning isn't a quarterly blip. The bottleneck that's making iPhones more expensive is the same bottleneck that's making these four stocks very difficult to bet against.
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The AI wave will soon hit public markets with Anthropic and OpenAI set to go public later this year. However, you don't have to wait to invest. This report shows seven AI stocks that you can buy today while the big model providers get ready to go public.
Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention.
Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With countless methods available to retail traders, the challenge often lies in sifting through the abundance of information to uncover new opportunities and understand why certain stocks should be of interest.
Here’s a look at the Benzinga Stock Whisper Index for the week ending June 26:
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Market News and Data brought to you by Benzinga APIs
New York, New York--(Newsfile Corp. - June 28, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Zillow Group, Inc. (NASDAQ: Z) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Zillow securities between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/Z.
Zillow Case Details
The Complaint alleges that throughout the Class Period, Defendants made materially false and/or misleading statements and/or failed to disclose that:
Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and as a result, defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and/or lacked a reasonable basis at all relevant times.What's Next for Zillow Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/Z, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Zillow you have until August 10, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Zillow Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Zillow Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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When fear and uncertainty hit the stock market, investors typically head for safer harbors. That can manifest in many ways, from very conservative investments like Treasury bills to investments that still provide market exposure, yet are historically less volatile, such as blue chip dividend stocks.
There are two key reasons why blue chip stocks that pay a dividend are attractive during a volatile stock market. First, with their consistent dividends, these stocks can provide a baseline of returns whenever the broad market treads water or turns negative. Second, these stocks typically have decades-long dividend growth track records.
Past performance may not be indicative of future performance, but these types of stocks typically gain steadily over time in tandem with rising payouts. Hence, with both steady dividend and appreciation potential, they can perform well in both bull and bear markets.
Out of scores of high-quality dividend stocks, including Dividend Kings (companies with over 50 years of consecutive dividend growth), Abbott Laboratories (NYSE: ABT) stands out as a name to buy and hold if one fears a more volatile stock market is just around the corner.
Image source: Getty Images.
Abbott Laboratories: A Dividend King on sale Illinois-based Abbott Laboratories is a diversified healthcare products company. Besides being a major player in the world of medical devices and diagnostics, Abbott is also the company behind products like Similac baby formula and Ensure nutritional supplements.
Today's Change
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With this mix of defensive healthcare businesses, it's no wonder that the company has managed to reach Dividend King status. For 55 years in a row, Abbott has raised its quarterly cash dividend. Currently, the stock has a forward yield of around 2.8%. That may make it a moderate yielder rather than a high yielder, but Abbott's yield today could snowball into larger yield on cost in the long term.
Why? Over the past decade, Abbott has raised its payout by an average of 9.4% annually. Although dividend growth has slowed down in recent years to around 7%, don't rule out the potential for dividend growth to speed back up again, especially as this company has a payout ratio (the dividend as a percentage of earnings) of 41.6%. For reference, a payout ratio below 50% is considered very sustainable.
On top of its dividend growth bona fides, Abbott Laboratories trades at a discount to diversified healthcare stocks. While Abbott Laboratories trades for 16.5 times forward earnings, competitors like Johnson & Johnson trade for more than 20 times forward earnings.
Recent pullback works in your favor While you may agree Abbott Labs has all the makings of a safe-harbor stock, you may also be asking, "If this stock is relatively safe, why has it pulled back so much, in the middle of a bull market, no less?" A key reason for Abbott's recent weak price action has to do with a one-time event: Abbott's $21 billion acquisition of Exact Sciences.
The company closed on this acquisition in March, but since the deal was announced late last year, investors have remained concerned about this acquisition's impact on near-term earnings. Yet, while Abbott has admitted that the transaction will be immediately dilutive to earnings, in the long run, this deal bodes well for overall growth.
By purchasing Exact Sciences, the company behind products like Cologuard and Cancerguard, Abbott has now become a leading name in cancer diagnostics. In the long term, as the company pivots toward faster-growing healthcare segments, perhaps jettisoning more mature businesses like its nutritional products business along the way, this could translate into greater earnings growth, greater dividend growth, and even stronger long-term stock performance.
This acquisition could prove an opportune time to add Abbott Laboratories to a long-term portfolio. In the short-to-medium term, especially if volatility hits the market, investors could rotate back into this Dividend King. Over a multiyear time frame, as recent acquisitions like Exact Sciences help to elevate growth, shares could keep generating strong total returns.
