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Affected ZTS Investor Summary

Who: Zoetis Inc. (NYSE: ZTS)What: Securities fraud class action lawsuit filedClass Period: January 14, 2025 through May 6, 2026Deadline to Seek Lead Plaintiff Status: July 27, 2026Key Lawsuit Allegations: Material misstatements and/or omissions concerning the company’s product adoption.Investor Action: Contact Kessler Topaz Meltzer & Check, LLP (www.ktmc.com) for recovery options
RADNOR, Pa., June 27, 2026 (GLOBE NEWSWIRE) -- Kessler Topaz Meltzer & Check, LLP (www.ktmc.com), a nationally recognized securities litigation law firm, informs investors that a securities fraud class action lawsuit has been filed against Zoetis Inc. (Zoetis) (NYSE: ZTS) on behalf of those who purchased or otherwise acquired Zoetis securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”). The lawsuit is filed in the United States District Court for the Southern District of New York and is captioned City of Ann Arbor Retiree Health Care Benefit Plan & Trust v. Zoetis Inc., No. 26-cv-04401 (S.D.N.Y.). Investors have until July 27, 2026, to file for lead plaintiff status.

CONTACT KTMC TO DISCUSS YOUR LEGAL RIGHTS:
If you purchased or acquired Zoetis securities and have lost money on your investment, please provide your information here:

https://www.ktmc.com/zts-zoetis-inc-class-action-lawsuit?utm_source=Globe&utm_medium=pressrelease&utm_campaign=zts&mktm=PR

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

ZOETIS INC. CLASS ACTION LAWSUIT - COMPLAINT ALLEGATION SUMMARY:
Zoetis is an animal health company that develops, manufactures, and sells vaccines, medications, diagnostics, and more for companion and livestock animals.

The complaint alleges that, throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material facts about the company’s business, operations, and prospects. Specifically, Defendants misrepresented and/or failed to disclose that: (1) prescription growth and use of Librela, a pain treatment for dogs, was weakening following FDA safety warnings of serious neurological complications; (2) Simparica Trio, a preventative for fleas, ticks, and heartworm, was losing significant market share to a lower priced competitor; (3) the company’s dermatological products, specifically Apoquel and Cytopoint, were also losing market share to competition; and (4) as a result of the foregoing, Defendants’ statements about the company’s business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times.

Why did Zoetis’s Stock Drop?
On May 7, 2026, Zoetis reported its 2026 first quarter financial results which showed significant decline across its Companion Animal business. On this news, Zoetis’s stock price fell 21.5%.

WHAT ZTS INVESTORS CAN DO NOW:

File to be lead plaintiff by July 27, 2026.Contact KTMC for a free case evaluation. All representation is on a contingency fee basis, there is no cost to you.Retain counsel of choice or take no action.
THE LEAD PLAINTIFF PROCESS FOR ZOETIS INC. INVESTORS:
Zoetis investors may, no later than July 27, 2026, seek to be appointed as a lead plaintiff representative of the class through Kessler Topaz Meltzer & Check, LLP or other counsel, or may choose to do nothing and remain an absent class member. A lead plaintiff is a representative party who acts on behalf of all class members in directing the litigation. The lead plaintiff is usually the investor or small group of investors who have the largest financial interest and who are also adequate and typical of the proposed class of investors. The lead plaintiff selects counsel to represent the lead plaintiff and the class and these attorneys, if approved by the court, are lead or class counsel. Your ability to share in any recovery is not affected by the decision of whether or not to serve as a lead plaintiff.

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

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

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

CONTACT:

Jonathan Naji, Esq.
(484) 270-1453
280 King of Prussia Road
Radnor, PA 19087
[email protected]

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

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Edwin J Santos, Director at Flywire Corporation (FLYW +3.91%), reported the sale of Common Stock in an open-market transaction on June 8, 2026, according to a SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)6,524Transaction value~$92KPost-transaction shares (direct)11,558Post-transaction value (direct ownership)~$160KTransaction value based on SEC Form 4 weighted average purchase price ($14.12); post-transaction value based on June 8, 2026 market close (using $14.12).

Key questionsHow does the size of this transaction compare to Santos’s previous sales?
The 6,524 shares sold represent the smallest of Santos’s last three open-market sales, which have ranged from 6,524 to 10,466 shares, reflecting a decline in transaction size as his available holdings have decreased.What proportion of Santos’s direct Common Stock holdings was impacted?
This sale accounted for 36.08% of his direct Common Stock holdings at the time of the transaction, a considerable reduction that aligns with his recent pattern of sizable proportional dispositions.Were any indirect holdings or derivative securities involved?
No indirect or derivative positions were disclosed; all shares sold were held and disposed of directly by Santos, with no trust, LLC, or options activity reported in this filing.What does this activity indicate about future capacity for similar transactions?
With post-sale direct holdings at 11,558 shares (about 23.4% of his year-ago position), the declining trade size is primarily a function of reduced share inventory, signaling that future sales may be smaller unless additional shares are acquired or vested.Company overviewMetricValuePrice (as of market close 2026-06-08)$13.88Market capitalization$1.71 billionRevenue (TTM)$677.69 millionNet income (TTM)$30.18 million* 1-year performance is calculated using June 8th, 2026 as the reference date.

Company snapshotProvides a global payment processing platform and software solutions, with integration to leading alternative payment methods such as Alipay, Boleto, and PayPal/Venmo; core revenue is generated from transaction fees and software services across education, healthcare, travel, and B2B sectors.Operates a technology-driven business model, facilitating cross-border and domestic payments in multiple currencies and payment types, leveraging direct integrations and value-added services to monetize payment flows.Primary customers include educational institutions, healthcare providers, travel companies, and business enterprises seeking efficient, secure, and flexible payment solutions for their clients and payers worldwide.Flywire Corporation is a Boston-based provider of global payment technology, serving clients across diverse verticals. The company leverages a proprietary platform to streamline complex payment processes, enabling efficient cross-border transactions and compliance for institutions and their customers.

With a focus on high-growth sectors such as education and healthcare, Flywire differentiates itself through its robust integrations with alternative payment methods and its ability to handle multi-currency, high-value payments at scale.

What this transaction means for investorsSantos’s sale of more shares of Flywire stock is likely not a surprise for investors observing his behavior. He has made multiple share sales in the past.

Nonetheless, this transaction alone accounted for 36% of his holdings, and when considering past sales, it appears Santos has been a seller of his own company’s stock for some time. Also, that attitude might be understandable as the stock had lost around three-fourths of its value over the last five years.

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However, given the improved metrics, one has to wonder whether Santos sold too much stock. During the last 12 months, the stock rose by 32%. Also, its price-to-sales (P/S) ratio is less than 3.

That is a bargain, considering its $188 million in revenue for the first quarter of 2026 was up 41%. It was also a significant spike from the 26% revenue growth for 2025. That growth occurred as it expanded into travel and hospitality and integrated its software with more systems.

Given the improved financial performance and Flywire’s growing presence in the marketplace, it looks more like a fintech stock to buy than one to sell right now.

Will Healy 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.

Rare-earth metals are in short supply, and most of that supply is controlled by China. Because of the vital role these metals play in the technology sector, companies like MP Materials (MP 3.09%) and TMC The Metals Company (TMC 4.28%) are seeking to capitalize on the unusual supply and-demand dynamics and build rare-earth metals businesses. For most investors, MP Materials will be the safer bet. Here's why.

Why are rare-earth metals a problem? China has repeatedly shown its willingness to use access to rare-earth metals as a geopolitical bargaining chip. Supply concerns have led companies that you might not expect to warn of production delays, for example, automakers. However, rare-earth metals play a vital role in everything from your cellphone to missile defense systems. Countries don't want to be beholden to China for their self-defense needs.

Image source: Getty Images.

The issue is so important that the U.S. government has provided financial support to rare-earth metal companies as they expand their operations. MP Materials is one such firm. However, this isn't the only way that the United States has been supporting the sector, as it has also made regulatory changes to ease the way for companies like The Metals Company to further their development efforts.

As an investor, however, there is a dramatic difference between MP Materials and The Metals Company. Even if both companies eventually end up big winners, The Metals Company is a much riskier bet right now.

Why The Metals Company is so risky At this point, The Metals Company generates no revenue. Its income statement starts with two expenses: general and administrative expenses and exploration and evaluation expenses. General and administrative expenses are the basic costs of running a business. However, exploration and evaluation costs are a bit more interesting because they highlight that The Metals Company hasn't yet begun developing the rare-earth metals production business it hopes to build.

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There's a good reason for that. The Metals Company is looking to develop a deep-sea mine, which is both expensive and complex. There's no exact timeline for when it will even begin developing a mining operation. The permitting process isn't expected to be over until early 2027. The company is likely to lose money for the foreseeable future.

None of this is shocking. The Metals Company is a start-up attempting to do something unique and difficult. However, most investors should probably wait until there's more progress toward actually producing rare-earth metals before investing. You may have to give up some potential gains, but waiting also means you avoid the risk that the company falls short of its lofty goals.

Why MP Materials is a safer rare-earth metals bet MP Materials is in a totally different position as a business. It has an operating rare-earth metals mine and operating rare-earth metals processing assets. So while The Metals Company is still attempting to build a rare-earth metals business, MP Materials has already surmounted that very significant hurdle. The company generated $90 million in revenue and generated adjusted earnings of $0.03 per share in the first quarter of 2026.

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To be fair, MP Materials is still losing money on a GAAP basis. The adjusted earnings figure excludes certain items, such as initial start-up costs, which seems a bit odd. Still, MP Materials is clearly much further along in its development as a business. That makes it a safer bet for investors looking to invest in rare-earth metals.

Carefully assess your risk profile before buying Every investment involves a trade-off between risk and reward. Take on more risk, and you may end up with more reward, but you could also end up with a company that flames out. The Metals Company is so early in its development as a rare-earth metals business that the risk is unlikely to be worth it for most investors. MP Materials, on the other hand, is already up and running. And, on an adjusted basis, it is profitable. There's risk in owning MP Materials, which is still a start-up, but it looks like the safer bet in the rare-earth metals space right now.

Clearly, there's money to be made in space. SpaceX's historic initial public offering minted a $2 trillion company. And even as shares in Elon Musk's company come down from their IPO high, there remains an underlying boom in the space economy that is creating a new job market for Americans.

The space economy is growing domestically and around the globe, at an annual rate of 9%, according to the World Economic Forum. In the U.S., gross output in the space economy increased by nearly $51.5 billion from 2012 to 2023. The sector's total value reached an all-time high of $613 billion in Q2 2025, according to the Space Foundation.

As the space economy grows, it is spurring national job creation. In the private sector alone, over 373,000 employees work space-sector jobs, according to the most recent estimates from the Department of Commerce Bureau of Economic Analysis. That remains a small fraction of the total U.S. private-sector workforce, but one that is growing rapidly. Space-sector employment increased by 27% in the decade through 2024, far outpacing total private-sector employment growth at 14%, and with its rate of growth accelerating in the more recent years. From 2019 to 2024 alone, the space economy's job market grew by 18%.

Young workers in particular have played a major role in this growth. According to the U.S. Census Bureau, nearly half of the new jobs being added to the space economy are filled by workers under the age of 35, accounting for a 3% total increase in young workers' share of its workforce from 2014 to 2024. Across most major lines of work in the space sector, there has been an increase in the share of young workers employed. That means the sector isn't just growing, but also defying the trend of decreasing young worker share seen throughout other Census-surveyed sectors, including professional services and media. 

Dean Boerner, a lead data scientist at Revelio Labs, found in his recent research looking across tens of thousands of postings from hundreds of space sector companies that the industry is significantly outperforming the broader labor market in providing current career opportunities.

"Active postings by companies operating within the space economy are up more than 40% year-over-year as of this month (and have generally been elevated this entire year, compared to 2025)," Boerner said. "U.S. postings overall are down about 5%, making the rise in opportunities within aerospace particularly striking," he added.

Compensation for aerospace-centered work is attractive. The private space sector boasts a combined annual payroll of around $57.9 billion, with median annual salaries varying by occupation, but typically within the range of $100,000 to $135,000. Base salaries, however, are only one part of the employee compensation packages seen in the private sector. Large private space market employers often offer stock options, giving employees the opportunity to get in early on what could become a major publicly-traded company. In the case of SpaceX's historic IPO, thousands of current and former employees became millionaires overnight thanks to their pre-owned shares. Over 100 saw a newfound net worth of over $1 billion. 

"This job market is competitive, often with thousands of applications for each entry-level role," said Dave Baldwin, director of talent acquisition at Firefly Aerospace, which went public last August.

And yet, thousands of positions at these companies remain unfilled on any given day. In fact, despite the attractive roles and seemingly promising upward trends in an increasingly lucrative field, employment in the space economy has largely failed to keep pace with industry scaling. Space sector companies of all varieties, in recent years, have seen prolonged hiring periods, high employee turnover rates, and persistent labor shortages. One reason is that the work relies heavily on highly skilled labor, disproportionately within the realm of science, technology, engineering, and mathematics (STEM).

Recent estimates indicate that over half of private-sector space economy jobs "require STEM skills," approximately double the national average. STEM skills, as important as they are, pose a real hurdle for firms looking to recruit and retain new talent. Only about a quarter of the American workforce has formal STEM training, a far smaller fraction of which has the specific vocational background needed in aerospace production. For employers building out their presence in the space economy, this means continually competing for the select pool of workers who possess the skillsets needed to sustain current operations and long-term growth.  

SpaceX, in its own S-1 filing ahead of its IPO, acknowledged this issue as a potential risk for investors, stating: "We depend on our ability to recruit and retain employees who have advanced engineering and technical skills, and intense competition for such employees may increase costs and affect our ability to meet development and production timelines."

"The current tight labor market has adversely impacted our ability to recruit qualified personnel, including engineers, particularly with respect to our AI segment," the filing noted, underscoring the challenges posed by rapid space economy expansion.

Revelio Labs' data shows the magnitude of the issue, with the 45% delta in active postings between the sector and the rest of the economy (40% growth in postings for space jobs and 5% decline for all U.S. jobs). 

Several active, high-profile employers in the aerospace sector are at the forefront of hiring struggles. Lockheed Martin has the second-most open postings among all employers, with 10,614, a figure that has increased by over 5,000 from this time last year. RTX Corp leads all employers with 12,871 openings globally. According to Boerner, the most in-demand roles are, in order, Safety Engineer, Information Security, Integration Engineer, Reliability Engineer, and Hardware Engineer, with each role requiring at least a bachelor's degree in a related field of study.

A 2025 Aerospace Industries Association (AIA) report, carried out in collaboration with McKinsey & Co., found that the attrition rate for the aerospace industry, from 2021 through 2024, sat at nearly 16%, over 10% higher than any other industry category. Seventy-six percent of all AIA member organizations worldwide reported "sustained challenges" in consistently hiring engineers. 

Skilled labor for space manufacturing is in short supplyThe labor challenges in the sector also extend to key manufacturing roles, with 56% of the organizations reporting challenges in hiring and sourcing skilled manufacturing talent. Nearly 30% of the work that takes place in the space economy revolves around skilled manufacturing, labor that is necessary for the production of space vehicles, space weapons, and satellites. 

Satellites, in particular, have been driving recent growth as the space markets shift away from exploration, at least in the near-term, and to commercialization. In 2024, according to Space Foundation estimates, the commercial space products and services industry comprised well over half of the economy's total value, a shift largely attributed to the enhancement and expansion of satellite technology. It's a trend that is being supported by the value of satellite-based data across the global economy, for example, in optimizing fleet routing in unprecedented ways and improving globalized supply chains, allowing companies to make their industrial capacity more efficient and extend their global consumer reach. 

But the industry doesn't have a monopoly on the talent that is required.

"The challenge is there's a limited pool of machinists, welders, and technicians to meet the demand," Baldwin said. "There are multiple industries (e.g., automotive, semiconductor, biotech) in addition to aerospace that are competing for the same types of skilled workers," he added.

For Firefly and peer space economy employers, investing in early talent at the right stages is a critical issue. The AIA report revealed that among space sector companies struggling with hiring and retention, just 20% had taken steps to develop or expand training programs. In fact, creating and expanding training programs lagged behind referral bonuses for current employees, increasing geographic recruitment areas, and changing compensation models.

"It's critical for commercial space companies to partner with local high schools, community colleges, and universities to develop skill-based programs and help increase the supply of available skilled labor," Baldwin said. "We've been scaling up these efforts at Firefly, providing the opportunity to get hands-on experience working on proven launch, lunar, and in-space programs. We also offer training and apprenticeships to help veterans transition into the workforce as part of the DoD SkillBridge Program."

Club for the Future, an early education foundation established under the Jeff Bezos-led space company Blue Origin in 2019, states its mission as "to inspire future generations to pursue careers in STEM and to help invent the future of life in space." 

Since 2021, the foundation has donated tens of millions of dollars to educational programs alongside space-based charities. Nearly every large private aerospace manufacturer funds extensive internship programs year-round, although the programs tend to be extremely competitive, and their frequency wanes among smaller employers.  

While SpaceX is likely to remain a volatile stock, it is becoming more embedded in the market, soon to be added to the Nasdaq 100 index. If SpaceX bulls are correct, the early education investments will pay off in the decades ahead for employers and the workforce. Early SpaceX investor Ron Baron says the company will grow more quickly than many people expect. The billionaire fund manager recently told CNBC he didn't sell a share in the IPO and expects the company to be valued in 10 years at a minimum of $20 trillion. "Normally, our economy doubles roughly every 10 years," Baron told CNBC's Becky Quick. "What he thinks is, by the innovations and the work that he's doing, he's going to make the economy grow 10 times in 10 years, not double."

Apple (AAPL +3.37%) is entering a phase where AI may not just enhance its products, it could redefine the entire upgrade cycle across its ecosystem. As Apple Intelligence spreads across devices, the line between "working" and "obsolete" becomes increasingly blurred.

Stock prices used were the market prices of June 18, 2026. The video was published on June 26, 2026.

Rick Orford has positions in Apple. The Motley Fool has positions in and recommends Apple. 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.

Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections.

Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn't sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run.

Mono's cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn't decided if he'll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory.

"Even a router of our class, it's a poor value if you make it at $900, $1,000," Zaman told CNBC in an interview. "But we have to, or we trim it down to the bare minimums."

Zaman's experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems.

But while tech giants like Apple and Microsoft, which both announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can't confidently raise prices in an economy already grappling with inflationary pressures.

watch now

GoPro, the struggling maker of action cameras, warned this month that it might go out of business after memory costs shot up between 80% and 115% at the end of the first quarter. And shares of speaker maker Sonos are down 23% this year as memory prices pressure margins.

Nabila Popal, an analyst at IDC, described the current situation as an "absolute existential crisis" for companies such as smaller Android phone manufacturers or "local players that are making devices below $100."

"They won't be able to get the memory because memory suppliers are only answering calls of the big players," Popal said.

Pain is Micron's gainThe flip side of the story was also on display this week.

In its quarterly earnings report on Wednesday, Micron said revenue in the latest period more than quadrupled, and its gross margin more than doubled to almost 85% from 39% a year ago. Micron shares jumped 16% on the results and are now up about 800% over the past year, rallying alongside rivals SK Hynix and Samsung.

Micron said the average selling price of its dynamic RAM in the third quarter rose more than 260% from a year ago. Sumit Sadana, Micron's chief business officer, said in an interview that the company has struck long-term supply agreements with consumer-oriented smartphone and PC companies.

"We spend a lot of time thinking about how do we manage the business and the supply and the allocation of these scarce volumes to customers and segments and markets and geographies to ensure that we are being thoughtful, responsible and fair in our approach," Sadana said.

A day after Micron's results, Apple raised prices on a wide range of iPads and Macs, saying in a statement that the company has "never seen a component price increase this much, this quickly." CEO Tim Cook, in a Wall Street Journal interview published last week, said increases were coming, calling the memory situation a "hundred-year flood."

Within hours of Apple's announcement, Microsoft said the price of the Xbox Series S would increase by $100 to about $500. The company said in a blog post that consoles are typically sold for less than they cost to make.

"Console storage and memory prices have increased by more than 2.5x and we expect another doubling by the fall of 2027," Microsoft said in the post. "The entire consumer electronics industry is struggling with the current components crisis, but the effects are particularly hard on consoles."

Wall Street has its concerns, as both stocks fell this week and are underperforming the broader indexes this year. But panic levels are much higher at companies that lack close ties to component suppliers and are subject to constant cost changes and swings in availability.

Industries ranging from telecommunications and medical devices to retailers are concerned about the price increases, according to a letter from lobbyists sent to the Department of Commerce earlier this month.

GoPro said in its warning to investors that it heard from memory suppliers in April about "planned reductions in the production of the memory used in its products," leading to lower projected sales volumes. The company didn't respond to a request for comment.

Elaine Ferguson, co-founder of W5 Technologies, is wrestling with how to deal with crippling RAM costs and lead times for the communications equipment her company makes for defense contractors.

Earlier this year, W5 placed an order for a server from a major manufacturer to include in a satellite communications simulator that the company planned to deliver in May. Ferguson said the price when she ordered it was $8,839, up from $5,373 in 2020.

Since that purchase, the price has almost doubled.

"We just ordered another one for another sale," Ferguson said. "It is now just under $15,000 and the lead time is anytime we get it, we're lucky to get it."

Instead of getting it in May, Ferguson said she's now not expecting it until August. Ferguson said W5 offered the defense contractor client a used server that's currently being tested and payment to fly her team out for installation.

Meanwhile, at Mono Technologies, Zaman said he's working on development and qualification for the company's next model, though he's not sure when it will come to market. He's also fundraising, hoping to find investors to back a new and larger production run.

"Product manufacturing is very expensive," he said.

watch now

Nvidia (NASDAQ: NVDA), the biggest beneficiary of the artificial intelligence boom, closed the Friday session with a market capitalization of approximately $4.663 trillion.

As investors speculate about which company could become the first to reach a $10 trillion valuation, Finbold consulted ChatGPT to estimate when Nvidia might achieve the milestone.

Based on its current valuation, the semiconductor giant would need to increase its market capitalization by about 114.5% to reach $10 trillion. 

NVDA one-week stock price chart. Source: Finbold After analyzing the company’s revenue growth, Wall Street forecasts, AI infrastructure spending trends, and product roadmap, ChatGPT projected that Nvidia is most likely to hit the $10 trillion mark between 2029 and 2031.

Nvidia stock fundamentals  Notably, Nvidia’s growth continues to be fueled by heavy investment in AI infrastructure. The company reported quarterly revenue of $81.6 billion, up roughly 85% year-over-year, with its data center business remaining the main growth driver.

Meanwhile, Microsoft, Amazon, Meta Platforms, and Alphabet continue investing billions in AI infrastructure, sustaining demand for Nvidia’s products. 

Analysts increasingly view this spending cycle as a long-term trend, while strong demand for the Blackwell platform and growing interest in the upcoming Vera Rubin architecture provide additional growth catalysts.

According to ChatGPT’s analysis, the most bullish scenario would see Nvidia reach a $10 trillion valuation as early as late 2027 or 2028, supported by sustained growth, successful Blackwell deployment, strong margins, and continued AI-driven demand.

Analyst forecasts project Nvidia’s annual revenue to increase from about $216 billion in its last fiscal year to nearly $392 billion in fiscal 2027 and around $552 billion in fiscal 2028. 

Ideal timeline for Nvidia hitting $10 trillion market cap  However, ChatGPT considers 2029 to 2031 the most likely timeframe, estimating that reaching a $10 trillion valuation would require annual revenue of $700 billion to $1 trillion alongside continued leadership in AI chips, networking infrastructure, and enterprise AI.

The timeline also depends on valuation growth. At 20% annual market cap growth, Nvidia would reach $10 trillion in about 4.2 years, compared to 3.4 years at 25%, 2.9 years at 30%, and 2.1 years at 40%.

NVDA market cap prediction. Source: ChatGPT. However, ChatGPT noted several risks, including U.S. export restrictions on China, growing competition from AMD and custom AI chips, and the possibility of slowing AI infrastructure spending, all of which could delay Nvidia’s path to $10 trillion.

Qualcomm's strategic acquisitions enable their vertically integrated CPU, GPU, interconnect, and software capabilities, positioning it as a future AI powerhouse beyond legacy handset markets. These have contributed to the management's promising FY2029 guidance of $40B in non-handset revenues (expanding at a 4Y CAGR of +39.4%) and adj. EPS of over $18. Despite the recent breakout, QCOM remains compelling at a P/E of 18.34x and a 4Y PEG of 1.35x, while offering significant upside potential to my LTPT of $330.10.

Great brands don't just sell products. They create culture.

On June 17, 2026, Fastly (FSLY +5.71%) President of Go to Market, Scott R. Lovett, executed an open-market sale of 41,716 shares of Common Stock for a total value of approximately $741,000, according to an SEC Form 4 filing.

Transaction summaryMetricValueShares sold (direct)41,716Transaction value$741,293Post-transaction shares (direct)1,392,778Post-transaction value (direct ownership)$24.25 millionTransaction value based on SEC Form 4 reported price ($17.77); post-transaction value based on June 17, 2026 market close ($17.41).

Key questionsHow does this sale compare to Scott Lovett’s historical selling activity?
The 41,716-share sale is below the historical mean sale size of ~48,452 shares for Lovett’s prior open-market dispositions, reflecting both reduced capacity after a series of larger sales and a disciplined ongoing cadence.What proportion of total and direct holdings did this transaction represent?
The sale accounted for 2.91% of Lovett’s direct holdings at the time, leaving a substantial remaining position of 1,392,778 shares under direct ownership.Did this transaction involve indirect holdings or derivatives?
No indirect entities or derivative securities participated; all shares sold were directly held Common Stock, and Lovett’s remaining position is solely direct Class A Common Stock.What market context surrounded the sale and what does it imply for future capacity?
The transaction occurred as Fastly shares were priced at $17.41 at the June 17, 2026 close (with a one-year total return of 162.6% as of that date), and the declining trade sizes over time are a function of Lovett’s shrinking available holdings, rather than a discretionary reduction in sales pace.Company overviewMetricValuePrice (as of market close June 17, 2026)$17.41Market capitalization$2.68 billionRevenue (TTM)$652.57 million1-year price change162.6%* 1-year price change calculated using June 17, 2026 as the reference date.

Company snapshotFastly offers an advanced edge cloud platform, including Compute@Edge, edge security services, content delivery, streaming, and developer tools for application deployment and protection.It delivers edge computing and security solutions as Infrastructure as a Service (IaaS).The company serves digital publishers, media and entertainment firms, technology companies, e-commerce, travel, hospitality, and financial services clients globally.Fastly operates a global edge cloud platform that enables rapid, secure, and programmable delivery of digital experiences for enterprise customers. The company differentiates itself through a highly customizable infrastructure, robust developer resources, and integrated security solutions designed for performance and scalability.

With a focus on serving demanding digital businesses, Fastly leverages its technology to address complex content delivery, security, and application deployment needs at the network edge.

What this transaction means for investorsInsider Scott Lovett’s June 17 sale of Fastly stock came at a time when shares had fallen substantially from their 52-week high of $34.82 reached in April. However, his disposition is not a red flag for investors.

The sale was a non-discretionary transaction executed as part of a pre-arranged Rule 10b5-1 trading plan adopted back in February of 2025. Such plans are often implemented by insiders to avoid accusations of trading based on insider information.

In addition, Lovett still held over one million shares after his sale. This indicates he maintains a substantial equity position in the company.

Fastly shares fell after a spectacular run fueled by investor enthusiasm over rising internet traffic from artificial intelligence bots scouring for information online. It’s likely investors decided to cash in after Fastly’s stock valuation became sky-high.

Despite the share price drop, the company is doing well. It posted 20% year-over-year revenue growth to $173 million in the first quarter. Fastly management forecasted full-year sales of at least $710 million, up from the $624 million produced in 2025.

The AI boom has transformed one of the semiconductor industry’s most cyclical businesses into one of its tightest markets. Memory chips, once plagued by oversupply and collapsing prices, have become one of the biggest bottlenecks for AI infrastructure. 

That shortage has helped lift Micron Technology (NASDAQ:MU | MU Price Prediction), Samsung Electronics, and SK hynix to record profitability as demand for premium memory far exceeds supply. It is in this environment that Apple (NASDAQ:AAPL) is reportedly lobbying the Trump administration for permission to buy memory chips from a blacklisted Chinese supplier.

Micron investors are worried that if a new supply channel is opened, the memory chipmaker’s pricing power, margins, and ultimately its stock could be pressured. However, they needn’t be concerned.

Apple’s Problem Isn’t Micron’s Problem The Financial Times reported that Apple has been lobbying several federal agencies and officials for approval to purchase memory chips from China’s ChangXin Memory Technologies (CXMT), a company placed on the U.S. Entity List because of its ties to the Chinese government and military. Buying from CXMT is reportedly not outright illegal, but doing so without government approval could expose Apple to political backlash and reputational damage.

Apple’s motivation is easy to understand. The company just announced price hikes of roughly 20% on several MacBook and iPad models after CEO Tim Cook said Apple could no longer absorb rising component costs. Its stock suffered its largest single-day loss in more than a year. Memory has become one of the fastest-growing expenses inside consumer electronics, and Apple has long used its enormous purchasing power to squeeze suppliers for lower prices.

Some investors fear that if Washington grants Apple permission, CXMT could become a new source of supply that weakens Micron’s positioning. 

Here is where their markets actually stand:

Company Primary Memory Focus HBM Production Micron DRAM, NAND, HBM Yes Samsung DRAM, NAND, HBM Yes SK hynix DRAM, NAND, HBM Yes CXMT Commodity DRAM No CXMT manufactures conventional DRAM products, including DDR5 memory for PCs and servers, LPDDR5X and LPDDR4X for smartphones and mobile devices, and enterprise RDIMM and MRDIMM modules. What it does not manufacture is high bandwidth memory (HBM), the premium chips powering Nvidia‘s (NASDAQ:NVDA) AI accelerators and the data centers behind today’s AI spending boom.

That distinction matters because HBM carries much higher margins than commodity DRAM, and it remains the product driving Micron’s earnings growth.

Apple Helped Create Today’s Memory Shortage Surprisingly, it was Apple itself that helped create the pricing environment it now wants relief from.

During the last memory downturn, DRAM prices collapsed so far that suppliers, including Micron, saw gross margins sink into negative territory. Apple used its position as the world’s largest memory buyer to negotiate rock-bottom prices. Micron Chief Business Officer Sumit Sadana publicly criticized those negotiations, saying Apple’s purchasing tactics were “not constructive” because they discouraged suppliers from investing in new manufacturing capacity.

Many producers delayed or canceled expansion projects. Then AI arrived.

Exploding demand for AI servers rapidly consumed available DRAM capacity, while HBM production became the industry’s highest priority. Years of underinvestment left the market unable to respond quickly, producing today’s shortage and elevated pricing.

In short, Apple is dealing with consequences that were, at least in part, created by the pricing pressure it once imposed on suppliers.

Congressional Scrutiny Remains a Major Obstacle Granted, Apple could still receive government approval, but the political hurdles remain substantial.

Apple attempted something similar in 2022 when it considered sourcing memory from another blacklisted Chinese manufacturer, YMTC. Members of Congress immediately warned the company that moving forward would invite legislative repercussions. CXMT carries many of the same national security concerns, making any approval likely to receive intense congressional scrutiny.

Regardless, even if Apple succeeds, the competitive impact on Micron appears limited. CXMT competes in mainstream DRAM, while Micron’s investment dollars are increasingly directed toward high-margin HBM products where demand continues to exceed supply.

Key Takeaway Apple’s lobbying effort reflects its desire to reduce memory costs after raising hardware prices, not a shift in the competitive landscape for AI memory. CXMT may eventually become another supplier of commodity DRAM, but it does not produce HBM, the segment generating Micron’s strongest growth and profitability.

Ultimately, investors worried this development threatens Micron’s long-term outlook are focusing on the wrong part of the memory market. Apple’s search for cheaper chips says more about its own cost pressures than it does about Micron’s competitive position.

New York, New York--(Newsfile Corp. - June 27, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A or Class C common stock of Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) between February 11, 2025 and May 7, 2026, both dates inclusive (the "Class Period"), of the important August 10, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.

SO WHAT: If you purchased Zillow 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 Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/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 10, 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 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, defendants throughout the Class Period made materially false and/or misleading statements and/or failed to disclose that: (1) Zillow's agreement with Redfin Corporation was not a "partnership," but rather an acquisition of Redfin's business; (2) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (3) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (4) 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. When the true details entered the market, the lawsuit claims that investors suffered damages.

To join the Zillow class action, go to https://rosenlegal.com/cases/zillow-group-inc/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 or 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

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303145

Source: The Rosen Law Firm PA

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The debate over artificial intelligence has centered on one thing: the cost of the infrastructure needed to support it. That focus may be missing the point. A wider lens shifts attention to the companies already using AI to run their businesses more efficiently.

The key point to remember is that AI isn’t a one-time investment. The savings it delivers depend on an ongoing commitment—one far smaller than the CapEx hyperscalers are pouring into data centers, but far more durable. These investments aren't going away, and they will grow.

So while many investors focus on data centers, others are pocketing profits by investing in companies already using AI to make their businesses more efficient.

Get Waste Management alerts:

An overlooked sector is waste management. Companies in this industry are investing billions of dollars into AI strategies that are helping to expand margins. The sector is a perfect example of investments being made in AI today that are a down payment for a more efficient future.

Why AI Is Becoming a Growth Driver in Waste ManagementAccording to Grand View Research, the global AI-in-waste-management market was valued at $43.2 billion in 2025. That's projected to grow to $52.4 billion this year and then to $216.4 billion by 2033. That’s a compound annual growth rate of 22.5% between now and 2033.

Currently, AI systems enable automated sorting, route optimization, and real-time monitoring to manage rising loads more efficiently.

Waste Management Leads the Industry’s Automation PushWaste Management Today

WM

Waste Management

$226.12 +3.04 (+1.36%)

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

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

52-Week Range$194.11▼

$248.13Dividend Yield1.67%

P/E Ratio32.72

Price Target$255.30

Waste Management NYSE: WM is the most aggressive AI spender among the major haulers. The company committed over $1.4 billion between 2022 and 2026 to automate its Materials Recovery Facilities. The stated goal is bold: 90% of recycling facilities automated by 2027.

But the early results justify that level of spending. Recycling EBITDA grew 22% in 2025, even as commodity prices fell 20%. That's a company showing how to convert AI CapEx into shareholder returns.

Technically, WM shows a clean setup. Shares trade around $223, holding above the 200-week SMA of $198.

The stock bounced sharply off $200 support earlier this spring. The long-term uptrend from 2022 lows remains intact.

The risk is in the stock’s valuation. WM trades around 27x forward earnings, leaving little room for execution stumbles. Investors are paying a market multiple for the AI-disruption-proof narrative. The company must keep delivering margin gains to justify it.

Republic Services Balances AI Investments and Dividend GrowthRepublic Services Today

RSG

Republic Services

$216.46 +2.96 (+1.39%)

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

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

52-Week Range$196.41▼

$246.82Dividend Yield1.15%

P/E Ratio31.06

Price Target$243.26

Republic Services NYSE: RSG is the number two hauler by revenue, and like Waste Management, investors should pay attention to the valuation. RSG trades at roughly 29x 2026 earnings estimates. That valuation bakes in continued margin expansion from automation.

RSG previewed its expanded AI strategy at the June 2026 Inaugural Waste Leadership Summit. The company is rolling out upgraded MRFs across its footprint, including an April opening in Peabody, Massachusetts. Investments target sorting accuracy, fleet routing, and dynamic pricing models.

The technical setup is less encouraging. Shares recently closed at $213.71, below the 50-week SMA of about $218.84. The stock peaked near $232 in early 2026 and has trended lower since. The 200-week SMA at $187.80 marks the next major support zone.

But with 22 consecutive years of dividend increases, RSG remains a high-quality compounder with defensive characteristics. The company’s pricing power makes that dividend growth secure. But the chart suggests patience may be rewarded. A breakout above the 50-week average would signal buyers are returning with conviction.

Casella Waste Systems Offers a Contrarian AI OpportunityCasella Waste Systems Today

CWST

Casella Waste Systems

$94.35 +2.02 (+2.19%)

As of 06/26/2026 04:00 PM Eastern

52-Week Range$74.05▼

$117.00P/E Ratio857.81

Price Target$110.13

Casella Waste Systems NASDAQ: CWST is the small player in this group with a market cap of just over $5 billion. The company’s regional footprint is concentrated in the Northeast and is taking a measured approach to AI. CEO Ned Coletta has emphasized integrating AI alongside existing routing tools, particularly after acquisitions.

Early use cases include real-time driver coaching and route automation across newly acquired territories. That's a different playbook than WM's facility-wide overhaul.

It fits Casella's roll-up strategy, where bolt-on deals need fast technology integration to capture synergies.

The chart tells a contrarian story. CWST trades around $92, below the 50-week SMA of $92.93 and the 200-week SMA of $93.40. Shares fell from $120 highs in late 2025 to lows near $75 earlier this year.

The technical setup carries real risk. A close below recent lows would invite further selling. But the pullback resets the valuation for investors comfortable with smaller, acquisition-driven names.

Should You Invest $1,000 in Waste Management Right Now?Before you consider Waste Management, you'll want to hear this.

MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Waste Management wasn't on the list.

While Waste Management currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.

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Kevin Warsh was recently installed as the head of the Federal Reserve. Although he was a loud proponent of cutting rates not too long ago, economic conditions have changed. The first Federal Reserve meeting of his tenure ended with no change to rates, with the target range remaining at 3.5% to 3.75%.

That alone is an important piece of information for mortgage real estate investment trusts (REITs) like Annaly Capital (NLY +1.62%) and AGNC Investment (AGNC +2.59%). But it isn't the only takeaway from the meeting you need to know about if you own these high-yield stocks, or are considering buying them.

Image source: Getty Images.

Starting with rates, the direction has changed Warsh had long been a proponent of lower rates, a view that paired up with the president who nominated him to the position he now holds. That rates were held steady and not cut is an important statement about the Fed's independence. However, it also indicated that the economic situation in the United States had changed, with inflation worries rising materially. At this point, it looks more likely that rates will rise than fall.

That's not great news for Annaly and AGNC. These two mortgage REITs own bond-like securities created by pooling mortgages. As with most bonds, rising interest rates cause the value of existing bonds to decline. That has to happen to keep the yield of the existing bonds competitive with the rates being offered by newly issued bonds. In the near term, a rising rate environment will likely lead to a reduction in tangible net book value per share for both Annaly and AGNC.

Today's Change

(

2.59

%) $

0.28

Current Price

$

10.89

There's a silver lining on the rate cloud While a declining tangible net book value per share in the face of rising yields is bad news, the new mortgage security investments that AGNC and Annaly make will have higher yields. That's a positive that could benefit further from other changes that Warsh has been discussing. Most notably, the Fed chief would like to see the Fed shrink its balance sheet, which he believes would increase the Fed's independence as it would no longer be backstopping the government. That would lead it to sell mortgage securities, among other assets.

Without the Fed in the mortgage securities market, effectively soaking up supply, spreads would likely widen. This, too, would likely put pressure on tangible net book value per share in the near term. However, it would mean that future purchases would be more profitable. So, like the rate change, a near-term negative, but a potential long-term positive.

Today's Change

(

1.62

%) $

0.36

Current Price

$

22.93

That said, Warsh hasn't made any changes here either. The new Fed chair has created a series of committees to examine the way the Fed currently operates. The Fed is committed to providing the banking system with ample liquidity, but the role it has been playing since the Great Recession appears likely to change. AGNC and Annaly will be watching the changes very closely, as should shareholders in these high-yield REITs.

Well-respected, but risky high-yield stocks AGNC and Annaly have dividend yields above 13%. That's 13x the yield currently available from the S&P 500 index (^GSPC 0.05%). While the yields are attractive on an absolute basis, both mREITs have volatile dividend histories, with periods when dividends were cut. Given the near-term headwinds that could be on the horizon, yield seekers should probably tread with caution.

However, AGNC and Annaly are both designed to pay large dividends and are well-respected mREITs. If you can stomach a volatile income stream, the Fed under Warsh could actually lead to higher dividends over the longer term, as new investments these mREITs make have higher yields and wider spreads. But there will be significant uncertainty in the near term before an improved investment environment is likely to emerge.

After the upcoming dividend reset in its ongoing merger with American Water Works, Essential Utilities' dividend growth will accelerate well beyond what it was doing independently. Joining forces with AWK, Essential Utilities will emerge as the most dominant regulated water utility in the United States. The company's S&P credit rating is set to improve from A- with a positive outlook (considering the merger) to an A grade with a stable outlook.

If you have real estate investment trusts (REITs) in your portfolio, you might be panicking a little bit.

The sector has been hit hard over the past week and you are probably seeing a little too much red in your portfolio. But I’m here to assure you it’s not time to panic.

REITs are a “must have” in an income-focused portfolio. These investments were created in 1960 to give the individual investor the opportunity to invest in commercial real estate. By law, they must pass through 90% of their taxable income to shareholders as dividends to avoid paying corporate taxes.

Us dividend investors love them because we get exposure to real estate with an above average yield. And we can skip the headaches of being a landlord.

We’ve talked about REITs many times before and how you can find them in various types of real estate. Some of the common types are retail, residential, healthcare, office, and industrial REITs. These equity REITs all generally hold real estate with triple net leases. There are also mortgage REITs (mREITs) that hold portfolios of mortgages.

At any point in time, I’ll have two or three different types of REITs in my portfolio. I’m still bullish on several sectors of real estate right now, but the overall situation is about to get nuanced.

A Rate Hike Would Shake Up This Sector Last week, Kevin Warsh took the reins at the Fed and led his first FOMC meeting. He introduced a handful of changes and created task forces in five areas to identify improvements.

But most importantly, the meeting confirmed what analysts had already been pricing in—a rate hike.

If we rewind back to March, the Fed’s dot plot—each member projects where short-term interest rates will be at the end of the year—implied at least one more rate cut. To be precise, half of the policymakers projected higher rates by the end of 2026. This is important information for REIT investors.

REITs are heavy borrowers by design. They finance their properties and earn a profit from the spread between the finance costs and the rent income.  When rates rise, refinancing debt and funding new acquisitions gets more expensive.

If a REIT can’t pass higher finance costs on to its tenants as higher rents, its FFO (funds from operations) gets squeezed.

When rates are rising in response to a strong economy, REITs with good occupancy and pricing power can offset the headwinds. This only works for certain REITs, and many businesses can’t afford higher rent right now.

REITs also face rising competition from other income options. The 2-year Treasury yield popped to 4.2% last week. As the yields on risk-free investments rise, money will flow out of dividend stocks and into them. Growing pressure from alternatives will result in REITs underperforming the market through the end of the year.

You Just Might Find Hidden Opportunity I’m not selling my favorite REITs. Instead, I’m adding to my long-term positions.

It’s no secret that one of my favorite REITs is VICI Properties (VICI). The company specializes in experiential properties, including casinos, bowling alleys, hotels, and golf courses. It owns a large chunk of the Vegas strip and recently added Club Med to its impressive roster of tenants. 

Last week, shares hit a new 52-week low, boosting its current yield to 6.8%. My target yield was 5.5%, and I was happy with my entry price yield of 5.7%. VICI has 100% occupancy and has raised its dividend for eight consecutive years. On top of that, it’s AFFO (adjusted funds from operations) comfortably covers its dividend. 

REITs should be on your radar in a big way through the end of the year. I think there will be other opportunities ahead to own shares of high-quality REITs at a great price locking in a great yield.

For more income, now and in the future,

Kelly Green

Originally published June 24, 2026

For more news, information, and strategy, visit ETF Trends.

Cable One shares have rebounded after a debt exchange but remain deeply discounted due to high leverage and broadband headwinds. MBI acquisition increases CABO's leverage above 4.5x, prompting credit downgrades and intensifying balance sheet risk. Broadband and video subscriber declines, coupled with rising competition, pressure revenue and margins; stabilization is critical for valuation recovery.

Barnes & Noble Education reported better-than-expected preliminary FY2026 results driven by accelerating First Day Complete growth. The company declared its first-ever quarterly cash dividend of $0.08 per share. For fiscal year 2027, management expects continued improvements in profitability and free cash flow.

48.54K Followers

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.

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.

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Lilly Hits Record High Amid Massive Profit Growth, Leads 28 Just Added To Best Stock Lists

How To Handle 'Tale Of Two Markets' As Nasdaq Weakens; Eli Lilly, Snowflake, Sphere In Focus

Stock Market Skids As Trump Blasts Iran; Warsh Appearance, Jobs Report Due Eli Lilly (LLY) and EZ Corp. (EZPW) lead stocks to watch near buy points this week as investors seek shelter in defensive growth names. Fortinet (FTNT), Iron Mountain (IRM) and JB Hunt (JBHT) round out the list. Eli Lilly stock raced through a buy zone Friday. Iron Mountain stock flirted with a buy area. Fortinet stock, JBHT stock and EZPW…

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An exclusive look inside GE Vernova's largest gas turbine plant in Greenville, South Carolina, offers fresh evidence that the artificial intelligence boom is going strong.

Inside, engineers are working alongside factory workers to speed up production of this complex machine. The company hired 200 workers last year, and 300 more are expected to start working at this factory by the end of the year.

Fueling the growth is AI.

Hyperscalers — companies like Amazon, Google, Microsoft and Oracle — are lining up to buy the company's gas turbines. With AI data centers requiring a considerable amount of energy and bottlenecks in the grid emerging, these companies are increasingly relying on standalone energy sources, like gas turbines.

"Right now, when you need power at scale and you need firm power, the industrial gas turbine is one of the leading solutions for that," Pablo Koziner, chief commercial and operations officer at GE Vernova, told CNBC.

The AI opportunity is prompting leaders from OpenAI and other companies to gain a deeper understanding of industrial design and power generation.

Executives from nearly every major hyperscaler have walked the floor of the factory, according to a person familiar with the visits, who asked not to be named because the details are not public.

Read more CNBC tech newsOracle stock has worst week since 2001 dot-com bust as AI financing concerns escalateOpenAI hasn't held pre-IPO investor meetings or set timeline yet, sources sayOpenAI and Anthropic face new AI reality as users shift from 'tokenmaxxing' to efficiencyOpenAI limits new AI models to 'trusted partners' at request of U.S. governmentThe turbines are massive, at 31 feet tall and weighing 280 tons. One turbine can power roughly half a million homes.

"When we think of what the world needs for electrification and what we need to power this AI surge that we're living, a lot of that stuff comes right out of this factory," said Koziner.

Microsoft just bought seven of them to power its data center in Texas. At 2.7 gigawatts, it's enough electricity to power about 3 million homes. 

GE Vernova turbines are already online at Elon Musk's xAI Colossus 1 campus in Tennessee, and nearly a gigawatt more are being deployed at OpenAI's Stargate project in Texas, according to Cleanview, an organization that tracks data center development. 

Demand for these machines far outstrips supply, with the order book full through 2029. Koziner added that the company is booking more into 2030 and even 2031.

"Today, about 20% of our gas power order book is going to a data center, artificial intelligence-type of application," he said.

One turbine can cost more than $250 million, according to industry estimates. The price has soared, up 300% in the last 3 years, according to analysts at Melius. The steep rise in prices underscores why AI capital expenditure budgets continue to move up, a leading concern among tech investors.

That spending surge has been a boon for GE Vernova, with its stock gaining nearly 60% in the past six months.

Public pushback on data center development and growing environmental concerns could challenge the AI buildout.

GE Vernova said it's working on making its turbines more environmentally friendly.

"We also put a lot of time and effort into the sustainability of these machines," Koziner said. "And the turbine that you're looking at here is two times more efficient than a turbine that we would have produced 20 years ago."

GE Vernova stock chart.

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In POET Technologies To Contact Him Directly To Discuss Their Options

If you purchased or acquired securities in POET Technologies between April 1, 2026 and 08:57 AM EST on April 27, 2026 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

[You may also click here for additional information]

New York, New York--(Newsfile Corp. - June 27, 2026) - Faruqi & Faruqi, LLP, a leading national securities law firm, is investigating potential claims against POET Technologies, Inc. ("POET Technologies" or the "Company") (NASDAQ: POET) and reminds investors of the June 29, 2026 deadline to seek the role of lead plaintiff in a federal securities class action that has been filed against the Company.

Watch our latest video highlighting the key allegations: https://youtu.be/zdxRFbToG4A

Faruqi & Faruqi is a leading national securities law firm with offices in New York, Pennsylvania, California and Georgia. The firm has recovered hundreds of millions of dollars for investors since its founding in 1995. See www.faruqilaw.com.

As detailed below, the complaint alleges that the Company and its executives violated federal securities laws by making false and/or misleading statements and/or failing to disclose that: (1) POET Technologies 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; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies' valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies' business agreements in a public interview, thus endangering POET Technologies' business prospects, and (4) as a result, defendants' statements about POET Technologies' business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.

On April 27, 2026, Investing.com published an article entitled "POET Technologies stock tumbles after losing Marvell orders." The article stated that POET Technologies stock fell "after the company disclosed the cancellation of all purchase orders from Celestial AI, now owned by Marvell Semiconductor Inc. Marvell provided written notice on April 23, 2026, canceling all purchase orders, including those for initial production units first announced by POET Technologies in a press release on April 25, 2023. Marvell cited the company's disclosures of information related to the purchase orders and shipping details as violations of confidentiality obligations."

Following this news, POET Technologies' stock dropped more than 45% during intraday trading on April 27, 2026.

The court-appointed lead plaintiff is the investor with the largest financial interest in the relief sought by the class who is adequate and typical of class members who directs and oversees the litigation on behalf of the putative class. Any member of the putative class may move the Court to serve as lead plaintiff through counsel of their choice, or may choose to do nothing and remain an absent class member. Your ability to share in any recovery is not affected by the decision to serve as a lead plaintiff or not.

Faruqi & Faruqi, LLP also encourages anyone with information regarding POET Technologies' conduct to contact the firm, including whistleblowers, former employees, shareholders and others.

To learn more about the POET Technologies class action, go to www.faruqilaw.com/POET or call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310).

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Frequently Asked Questions (FAQ) for Investors Regarding the POET Technologies, Inc. Securities Class Action Lawsuit:

What is the POET Technologies securities fraud lawsuit about?

The POET Technologies securities fraud lawsuit is a federal securities class action alleging that POET Technologies, Inc. (NASDAQ: POET) and its executives made false and misleading statements to investors by misrepresenting the Company's tax status - concealing that it likely qualified as a passive foreign investment company (PFIC) under U.S. tax law, which carries negative tax implications for U.S. stockholders - and by having a Company executive publicly discuss confidential business agreements in violation of a business agreement with a key customer. As the truth emerged on April 27, 2026, when it was reported that Marvell Semiconductor had canceled all purchase orders from POET Technologies, citing the Company's unauthorized disclosures of confidential order and shipping details as violations of its confidentiality obligations, POET's stock dropped more than 45% during intraday trading, causing significant losses for investors.

Who may be eligible to participate in the POET Technologies class action lawsuit?

Investors who purchased or acquired POET Technologies, Inc. (POET) securities between April 1, 2026 and 8:57 AM EST on April 27, 2026 - the Class Period - and suffered financial losses may be eligible to participate in the POET Technologies securities class action. Participation as a class member does not require taking any affirmative legal action; eligible investors may recover losses simply by remaining members of the class. Whistleblowers, former POET Technologies employees, and others with relevant information about the Company's conduct are also encouraged to come forward.

What is a lead plaintiff, and how can I seek appointment in the POET Technologies lawsuit?

A lead plaintiff in the POET Technologies class action is a court-appointed investor - typically the one with the largest financial interest in the case - who directs and oversees the litigation on behalf of all class members. Any POET Technologies investor who purchased POET securities during the Class Period may move the Court to serve as lead plaintiff through counsel of their choice. The deadline to seek lead plaintiff appointment is June 29, 2026. Importantly, choosing not to seek the lead plaintiff role does not affect an investor's ability to share in any recovery obtained for the class.

What should investors do if they purchased POET Technologies stock during the Class Period?

Investors who purchased POET Technologies, Inc. (POET) securities between April 1, 2026 and April 27, 2026 and suffered losses should contact Faruqi & Faruqi, LLP immediately to discuss their legal rights. The deadline to seek appointment as lead plaintiff in the POET Technologies securities class action is June 29, 2026. To speak directly with securities litigation partner Josh Wilson, call 877-247-4292 or 212-983-9330 (Ext. 1310), or visit www.faruqilaw.com/POET for more information.

Attorney Advertising. The law firm responsible for this advertisement is Faruqi & Faruqi, LLP (www.faruqilaw.com). Prior results do not guarantee or predict a similar outcome with respect to any future matter. We welcome the opportunity to discuss your particular case. All communications will be treated in a confidential manner.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/303050

Source: Faruqi & Faruqi LLP

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Editorial Commentary — Commercial Space Series

SpaceX's public listing cast Starlink Mobile as a future wireless challenger. AST SpaceMobile (NASDAQ: ASTS) is the most prominent publicly traded company pursuing the same direct-to-device satellite-broadband market.

Key Takeaways

The SpaceX IPO prospectus framed Starlink Mobile as a direct-to-smartphone service intended to compete with terrestrial mobile networks — spotlighting a market that public investors cannot access through SpaceX alone. AST SpaceMobile (NASDAQ: ASTS) is the most prominent listed company building a direct-to-device satellite-broadband network, connecting ordinary, unmodified smartphones from space. AST has reported securing over US$1.2 billion in aggregate contracted revenue commitments from partners, and is targeting 45 to 60 satellites in orbit by the end of 2026. Other listed satellite-connectivity names include Globalstar (NASDAQ: GSAT) and Viasat (NASDAQ: VSAT) — each distinct, and neither a proxy for the other. The IPO That Made Satellite-to-Phone a Headline

, /PRNewswire/ -- Equity Insider Market Commentary, When Space Exploration Technologies Corp. (SpaceX) filed to go public on the Nasdaq under the proposed ticker SPCX, the prospectus did more than reveal the financials of the world's most valuable private company. It laid out, in detail, how SpaceX intends to turn its Starlink constellation into a wireless competitor — casting Starlink Mobile as a direct-to-smartphone service designed to perform "on par with terrestrial mobile networks," with next-generation satellites slated to expand the offering beyond messaging toward full broadband and IoT connectivity. Get our free Orbital Economy Signal Brief for plain-English intelligence on the commercial-space sector, delivered as it moves.

That framing turned a once-niche idea — connecting an ordinary phone directly to a satellite, with no special hardware — into a front-page investment theme. But there is a catch for public investors: SpaceX's satellite-to-phone business is bundled inside an enormous company spanning launch, Starlink broadband, and an artificial-intelligence unit. For those seeking a focused, public-market way to play the direct-to-device race specifically, the most prominent name is not SpaceX at all. It is AST SpaceMobile.

AST SpaceMobile: The Public Pure-Play on Phones-From-Space

AST SpaceMobile (Nasdaq: ASTS), based in Midland, Texas, is building what it calls a space-based cellular broadband network designed to connect everyday, unmodified smartphones directly to its satellites — aiming to eliminate mobile "dead zones" worldwide. Where Starlink began as a fixed-broadband service using dedicated terminals, AST's entire thesis is the direct-to-device market that SpaceX's IPO filing has now thrust into the spotlight. That makes the two natural — if vastly differently sized — competitors in the same emerging category.

The company has been building both its constellation and its commercial foundation. AST reported full-year 2025 revenue of about US$70.9 million, driven by mobile-network-operator partners and the U.S. government, and said it had secured over US$1.2 billion in aggregate contracted revenue commitments from partners — a figure that speaks to the scale of carrier interest. It has also reported completing the in-orbit unfolding of BlueBird 6, which it described as the largest commercial communications array ever deployed in low Earth orbit, and has laid out a launch cadence intended to reach 45 to 60 satellites in orbit by the end of 2026.

The risk profile is equally clear, and worth stating plainly: AST is a capital-intensive, still-largely-pre-revenue business whose value depends on executing a demanding manufacturing-and-launch campaign on schedule. A successful deployment validates the model; a stumble in cadence or array deployment would do the opposite. This is a build-it-first business, and the build is far from finished.

How AST and SpaceX Actually Differ

It would be a mistake to treat AST as a miniature Starlink. The two take different technical and commercial approaches: AST partners with terrestrial mobile-network operators to extend their existing networks from space, positioning itself as a complement that carriers integrate, rather than a stand-alone consumer ISP. SpaceX, by contrast, has the advantage of owning its own launch vehicles — it flies Starlink satellites on its own Falcon 9 and Starship rockets — plus enormous scale and a head start in subscribers. AST's counter is focus and carrier alignment: it is building specifically for the direct-to-device use case in partnership with the incumbents whose customers it would serve. Which model wins, or whether both coexist, is exactly the open question the SpaceX IPO has made unavoidable. Tracking how this sector is being repriced in real time? Join the free Orbital Economy Signal Brief to follow the shifts as they happen.

The Wider Satellite-Connectivity Field

Beyond AST, a couple of listed satellite-connectivity companies help frame the landscape — each with a distinct model and risk profile, and neither a proxy for the other. Globalstar (Nasdaq: GSAT) provides mobile satellite services and wholesale capacity, reporting first-quarter 2026 revenue of about US$70.1 million, up 17% year-over-year, and has been a long-running infrastructure partner in the satellite-to-phone space. Viasat (Nasdaq: VSAT) anchors the broadband-and-connectivity end as a diversified satellite-communications operator serving aviation, government, and consumer markets. Together with AST, these names show that "satellite connectivity" spans several business models — wholesale capacity and diversified broadband — all being re-rated as the direct-to-device opportunity SpaceX highlighted draws fresh capital and attention. Each, however, will live or die on its own constellation, balance sheet, and execution.

A Note on the Broader Space Trade

One smaller name investors scanning the sector may note is Starfighters Space, Inc. (NYSE American: FJET), mentioned here for context only and not as a recommendation. The company has publicly described operating what it calls the world's only commercial fleet of flight-ready Mach 2+ supersonic F-104 aircraft from NASA's Kennedy Space Center, and in May 2026 it announced a US$17.5 million strategic equity investment led by institutional investors, with proceeds earmarked to support operational expansion and continued advancement of its STARLAUNCH platform. These are the company's own announced figures; readers should verify them in its filings.

The Bottom Line

The SpaceX IPO did more than reveal Starlink's economics — it confirmed that connecting ordinary phones directly to satellites is a market the most sophisticated player in space intends to pursue aggressively. For public investors, that validation lands not on SpaceX's sprawling franchise but on the focused names building in the same direction. AST SpaceMobile is the most prominent of them, with carrier commitments and an ambitious deployment plan — and the considerable execution risk that comes with building a constellation from scratch. The question the IPO sharpened is no longer whether satellite-to-phone is real, but who builds the winning network. The answer will come from orbit, on a schedule, over the next several years. To keep a closer eye on the launch, satellite, lunar, and space-data economy as it develops, sign up for the free Orbital Economy Signal Brief.

SIGNAL OVER NOISE

Signal over noise. Space, satellite-connectivity, and telecom headlines move fast — and the crowd often moves first. Eagle Eye is a real-time investor signal-intelligence platform that surfaces sentiment shifts, news flow, and trending tickers as they happen, so you see the move forming instead of reading about it later. See it at eagle-eye.dev.

CONTACT

Equity Insider
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SOURCES

[1] Space Exploration Technologies Corp. (SpaceX), Form S-1 registration statement and Starlink Mobile disclosures (proposed Nasdaq symbol SPCX), May–June 2026, sec.gov; contemporaneous news reporting.
[2] AST SpaceMobile, Inc. (Nasdaq: ASTS), Q4 and full-year 2025 results and business update, March 2, 2026.
[3] Globalstar, Inc. (Nasdaq: GSAT), Q1 2026 financial results, May 7, 2026.
[4] Viasat, Inc. (Nasdaq: VSAT), corporate disclosures, 2026.
[5] Starfighters Space, Inc. (NYSE American: FJET), company press releases ($17.5 million strategic investment; STARLAUNCH; Kennedy Space Center operations), 2026.

DISCLAIMER

IMPORTANT — PLEASE READ: This article is editorial commentary and was NOT paid for, requested, commissioned, reviewed, or approved by any of the companies named in it, nor by Creative Direct Marketing Group ("CDMG"). No company mentioned in this article paid for or had any involvement in its preparation or publication. The disclosures that follow are provided in the interest of full transparency regarding our broader business relationships, even though they do not apply to this specific article.

Nothing in this publication should be considered as personalized financial advice. We are not licensed under securities laws to address your particular financial situation. No communication by our employees to you should be deemed as personalized financial advice. Please consult a licensed financial advisor before making any investment decision. This publication is neither an offer nor a recommendation to buy or sell any security. We hold no investment licenses and are thus neither licensed nor qualified to provide investment advice. The content in this report or email is not provided to any individual with a view toward their individual circumstances. Equity Insider is owned and operated by Market IQ Media Group Limited, a company incorporated under the laws of Ireland ("MIQL"). As part of its ongoing business, MIQL has been paid fees by CDMG for advertising and digital media for Starfighters Space, Inc. (NYSE American: FJET) in connection with separate, paid campaigns; those paid materials are distinct from this article, which is unpaid editorial. This relationship constitutes a potential conflict of interest as to our ability to remain objective in our commentary regarding Starfighters Space, Inc., and readers are strongly encouraged not to use this publication as the basis for any investment decision. MIQL and its owner/operators do not own shares of Starfighters Space, Inc. or of any other company named in this article in connection with this piece, but reserve the right to buy and sell securities of any company mentioned at any time without further notice. While all information is believed to be reliable, it is not guaranteed by us to be accurate. Individuals should assume that all information contained in our publication is not trustworthy unless verified by their own independent research. Always consult a licensed investment professional before making any investment decision. Be extremely careful, investing in securities carries a high degree of risk; you may likely lose some or all of the investment.

FORWARD-LOOKING STATEMENTS: This publication contains forward-looking statements concerning the companies referenced and the commercial-space sector, including statements regarding the proposed initial public offering of Space Exploration Technologies Corp. ("SpaceX") and its reported terms, which are based on third-party reporting and SpaceX's own filings and remain subject to change until and unless finalized; product development, launch and mission timelines; contract awards and backlog; and broader market conditions. Forward-looking statements are not guarantees of future results and are subject to risks and uncertainties — including execution, regulatory, financing, competitive and macroeconomic risks — that could cause actual results to differ materially, as detailed in each referenced company's filings with the U.S. Securities and Exchange Commission at www.sec.gov. References to SpaceX are for thematic and contextual purposes only; SpaceX is a separate company with no affiliation to the publisher, and nothing herein is an offer to buy or sell, or a solicitation of any offer to buy or sell, securities of SpaceX or any other company. Figures attributed to named companies are drawn from those companies' public disclosures. Readers are cautioned not to place undue reliance on forward-looking statements, which speak only as of the date made; the publisher undertakes no obligation to update or revise them except as required by applicable law.