USD/JPY traded near 162.50 as investors waited for clarity on the US-Iran conflict and its impact on global markets. The Japanese yen remained under pressure ahead of Friday's Japan inflation report, which could shape expectations for the Bank of Japan's next policy move. The US dollar stayed supported as markets weighed the possibility of further Federal Reserve tightening and continued geopolitical uncertainty. The USD/JPY exchange rate traded little changed around 162.50 on Tuesday as investors refrained from taking large positions ahead of key economic data from Japan and fresh developments in the conflict between the United States and Iran.
The pair continues to hover close to its highest level in decades, reflecting the wide interest-rate gap between the United States and Japan. While expectations for further Bank of Japan policy normalisation have offered intermittent support to the yen this year, demand for the US dollar has remained resilient as geopolitical risks and higher Treasury yields continue to favour the greenback.
Markets are now waiting for Japan’s June inflation report and signs of whether Washington and Tehran move toward a ceasefire or a further escalation in hostilities.
Why Is USD/JPY Holding Above 162? The biggest factor supporting USD/JPY remains the divergence between US and Japanese monetary policy.
Although the Bank of Japan has started moving away from ultra-loose monetary settings, Japanese interest rates remain significantly lower than those in the United States. That continues to encourage investors to favour dollar-denominated assets over the yen.
The dollar has also benefited from renewed geopolitical uncertainty after reports suggested President Donald Trump is weighing two possible paths: accepting a proposed 10-day ceasefire with Iran or supporting a broader military campaign alongside Israel.
The uncertainty has increased demand for the US dollar, helping keep USD/JPY close to multi-decade highs.
Will Japan’s Inflation Data Move the Yen? Attention is now turning to Friday’s Japan National Consumer Price Index (CPI) report, one of the most closely watched releases for yen traders this week. Economists expect core inflation, which excludes fresh food, to rise 1.6% year-on-year, up from 1.4% previously. A stronger-than-expected reading would reinforce expectations that the Bank of Japan could continue gradually tightening monetary policy after years of ultra-low interest rates.
Conversely, weaker inflation would reduce pressure on policymakers to raise rates further and could keep the yen under pressure against the US dollar. For currency markets, the inflation report is likely to become the biggest domestic catalyst for USD/JPY before the Bank of Japan’s next policy meeting.
How Is the US-Iran Conflict Affecting USD/JPY? Geopolitical developments remain another major driver of the currency pair. According to reports, Iran has received a proposal for a 10-day ceasefire, while the United States is considering whether to resume diplomatic negotiations or intensify military operations.
The uncertainty has lifted demand for safe-haven assets, although this time the US dollar has attracted stronger inflows than the Japanese yen. Higher oil prices resulting from the conflict have also revived concerns that inflation could remain elevated globally, supporting expectations that the Federal Reserve may keep interest rates higher for longer.
That combination has continued to underpin the dollar against most major currencies, including the yen.
US PMI Data Could Set the Next Direction for USD/JPY Beyond geopolitical developments, investors will also focus on Thursday’s S&P Global PMI reports from the United States. The manufacturing and services surveys will provide another snapshot of economic activity and could influence expectations for future Federal Reserve policy.
Stronger-than-expected business activity would reinforce confidence in the US economy and support Treasury yields, potentially lifting USD/JPY further. On the other hand, weaker PMI readings could revive speculation that the Fed may begin easing policy sooner than expected, limiting further gains in the pair.
USD/JPY Outlook The near-term USD/JPY outlook will depend on whether Japan’s inflation data strengthens expectations for another Bank of Japan policy adjustment and whether geopolitical tensions in the Middle East begin to ease.
For now, the combination of higher US interest rates, resilient dollar demand and uncertainty surrounding the US-Iran conflict continues to favour the greenback. Unless Japan’s CPI significantly surprises to the upside or global risk sentiment improves, USD/JPY is likely to remain supported near multi-decade highs.
Why is USD/JPY trading near a multi-decade high?
USD/JPY remains near a multi-decade high because US interest rates are significantly higher than Japan’s, encouraging investors to favour the US dollar over the Japanese yen.
How will Japan’s CPI affect USD/JPY?
Japan’s inflation report could influence expectations for future Bank of Japan interest rate decisions. Higher inflation may strengthen the yen if investors expect additional policy tightening, while weaker inflation could keep USD/JPY elevated.
Why does the US-Iran conflict affect USD/JPY?
The conflict has increased demand for safe-haven assets and pushed oil prices higher, reinforcing expectations that US interest rates could remain elevated. Those factors have supported the US dollar and helped keep USD/JPY near its recent highs.
GBP/USD fell to 1.3437 on Tuesday as investors assessed the appointment of Andy Burnham as the new Prime Minister of the UK and the outlook for monetary policy.
Burnham succeeded Keir Starmer without a contest, becoming the country’s seventh prime minister in the past decade and the second since the Labour Party returned to power in 2024.
The new head of government reaffirmed his commitment to current fiscal rules but indicated he would consider raising the tax-free personal allowance, which has remained frozen in recent years.
Attention is now turning to the appointment of the Chancellor of the Exchequer. According to media reports, Shabana Mahmood is considered the leading candidate.
Additional pressure on the pound is coming from elevated oil prices, which are increasing inflationary risks and reinforcing expectations that the Bank of England will keep interest rates higher for longer.
Technical Analysis
On the H4 GBP/USD chart, the market is moving lower towards 1.3380. A wide consolidation range is forming around the 1.3468 level. An upside breakout from this range would open the way for a move towards 1.3520, while a downside breakout would suggest a decline towards 1.3380, with scope for the trend to extend to 1.3222. The MACD indicator supports this scenario, with its signal line above zero and pointing firmly downwards, reflecting continued bearish momentum.
On the H1 chart, the market has formed a compact consolidation range around the 1.3468 level, currently extending down to 1.3414. A move higher towards 1.3455 is expected, followed by a decline to 1.3380. The Stochastic oscillator confirms this scenario, with its signal line below 80 and pointing downwards towards 20, indicating increasing short-term downside pressure.
Conclusion Sterling has retreated as markets digest the transition of power to Prime Minister Andy Burnham, who has reaffirmed fiscal discipline while signalling a possible increase in the tax-free allowance. Investors are now focused on the appointment of the new Chancellor, with Shabana Mahmood reportedly the frontrunner. Meanwhile, elevated oil prices continue to stoke inflation risks, reinforcing expectations that the Bank of England will maintain higher interest rates for longer. Technically, the pound appears poised for further downside towards 1.3380, with the broader outlook dependent on upcoming fiscal announcements and the trajectory of global energy prices.
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Moonshot AI's launch of its latest artificial intelligence model, Kimi K3, has shaken global technology markets, reviving memories of the DeepSeek shock earlier this year.
While the model has intensified concerns over the dominance of US AI leaders such as OpenAI and Anthropic, analysts say the broader implications for the AI ecosystem are more nuanced, with several hardware and infrastructure companies potentially emerging as long-term winners.
The Chinese startup claims Kimi K3 rivals some of the world's most advanced AI models despite relying on fewer cutting-edge AI chips, raising fresh questions about the future economics of AI development and spending.
The announcement triggered renewed selling across semiconductor stocks on Friday as investors weighed the possibility that advances in AI efficiency could reduce future demand for expensive computing hardware.
The Philadelphia Semiconductor Index dropped 4% during the session.
"Whatever gap existed between American and Chinese frontier AI just got a lot smaller, and it happened on the exact morning Wall Street was busy convincing itself AI economics don't add up," Mark Malek, chief investment officer at Siebert Financial, wrote following the market reaction on Friday.
Despite concerns surrounding AI chip demand, several investors believe memory manufacturers remain among the strongest positioned companies as AI models continue becoming larger and more capable.
According to Bloomberg, Kimi K3 features 2.8 trillion parameters and supports a one-million-token context window, specifications that require substantially higher memory capacity than previous generations of AI models.
Stanley Tang, senior portfolio manager at Sumitomo Mitsui DS Asset Management, told Bloomberg that memory suppliers should remain among the biggest beneficiaries because the market continues to be dominated by only a handful of companies, including SK Hynix and Samsung Electronics.
Tang added that growing adoption of models such as Kimi K3 is unlikely to reduce overall computing demand.
Instead, broader deployment of agentic AI systems could accelerate hardware consumption over time.
That view is shared by Gary Tan, portfolio manager at Allspring Global Investments.
He told Bloomberg that "the biggest winners will remain the AI infrastructure layer," adding that China's push toward open-source AI would require greater computing resources and continue driving demand for networking equipment and memory chips.
However, whether Nvidia and AMD can maintain the scarcity premium that has driven their valuations is less certain.
While semiconductor shares broadly came under pressure, Mizuho believes concerns surrounding electronic design automation software companies have been overstated.
The brokerage said Kimi K3 strengthens rather than weakens its long-term investment thesis for Synopsys and Cadence Design Systems.
Both companies fell between 8% and 10% last week as investors worried that increasingly capable open-source AI models from China could eventually replace portions of the semiconductor design process.
Mizuho's TMT sector specialist Jordan Klein said those fears were misplaced.
The firm said it "believes this risk is way overblown" and maintained its positive stance on both companies, Investing.com reported.
According to Klein, Kimi K3 functions as a general-purpose AI agent using existing open-source EDA tools such as OpenRoad rather than replacing the underlying software platforms.
He argued that foundation AI models cannot substitute for the deterministic and physically accurate engineering tools required for semiconductor design.
Instead, autonomous AI agents are expected to increase usage of existing EDA software by helping engineers work more efficiently.
Mizuho believes this trend supports its broader "agentic AI engineer" thesis, under which AI helps address the semiconductor industry's engineering talent shortage while expanding monetization opportunities for EDA companies beyond software licensing into engineering productivity, potentially tripling the industry's addressable market over time.
There's no two ways about it: Palantir Technologies (PLTR +1.87%) is a battleground stock. Bulls argue that the company's proprietary artificial intelligence (AI)-infused decision-making matrix -- dubbed Ontology -- has no real competition, which is driving Palantir's blistering sales growth. Bears argue that the stock's egregious valuation is simply unsustainable, which has fueled the stock's recent declines -- and it could have further to fall.
Both arguments have merit. The artificial intelligence (AI) specialist rode the wave of AI adoption to heights, with the stock soaring more than 3,000% between early 2023 and late 2025. Since its peak in early November, however, Palantir has plunged roughly 35%.
However, I predict the company's impressive growth and its moderating valuation will fuel impressive stock price gains over the next couple of years.
Image source: Getty Images.
What's driving the financial performance? Palantir has a long history of creating AI systems for U.S. intelligence, military, and law enforcement agencies. The company's unbridled success fueled the decision to adapt its tools for commercial enterprises. Palantir developed Ontology, a process for mapping its AI across a company's siloed data and physical operations.
By compiling this data into a knowledge graph, Palantir's AI systems provide near-real-time solutions to everyday business problems -- leveraging the organization's own data to inform its decisions. The company's Artificial Intelligence Platform (AIP) provides managers with actionable insights, enabling them to make critical business decisions based on data. Users get measurable value from Palantir's solutions, which keeps customers coming back for more.
Don't take my word for it. In the first quarter, Palantir generated revenue that soared 85% year over year and 16% quarter over quarter to $1.63 billion, the company's highest-ever year-over-year growth rate and the 11th consecutive quarter of accelerating revenue growth. Its profitability also surged, as adjusted earnings per share (EPS) jumped 154% to $0.33.
The highlight was the U.S. commercial segment, with revenue up 133% to $595 million. The government segment played its part, generating revenue that grew 84% to $687 million.
This shows that Palantir's recent stock price decline was unrelated to its operating and financial results, which were superb.
Today's Change
(
1.87
%) $
2.47
Current Price
$
134.85
The mathematical path forward Using Palantir's most recent growth rate and Wall Street's expectations can provide an estimate regarding where Palantir's stock price could be by the end of next year -- though we'll have to make a few assumptions.
Palantir's full fiscal 2026 forecast is for revenue of $7.66 billion at the midpoint of its guidance, which would represent year-over-year growth of 71%. The company hasn't released a forecast for 2027, but Wall Street's consensus estimate is $11.22 billion, representing about 46% growth.
One of the hallmarks of Palantir's recent growth has been its expanding profit margin, currently about 53%. Let's be conservative and assume it doesn't expand any further through the end of next year (though history suggests it will). If Palantir generates revenue of $11.22 billion in 2027 with a 53% profit margin, that would put net income at roughly $5.95 billion and EPS of $2.31, using its current share count of 2.57 billion.
If Palantir's valuation remains constant at 152 times earnings, the stock price would rise 161% to $352 -- driving Palantir's market cap to $904 billion.
Fun with numbers To be clear, this is only a thought exercise, arriving at one possible scenario. Change any of the underlying assumptions, and the results could be dramatically different.
If Palantir's growth continues to accelerate, investors might continue to assign a generous valuation. If that growth were to moderate, investors might rethink its frothy multiple, which could send the stock plunging.
Despite the stock's recent reset, Palantir still trades at a premium valuation of 152 times earnings, as highlighted above. However, some investors question the use of the price-to-earnings ratio, particularly for a company with near-triple-digit top-line growth. Employing the more appropriate price/earnings-to-growth (PEG) ratio returns a multiple of 0.53, when any number less than 1 is the standard for an undervalue stock.
Given the company's accelerating growth and strong track record of execution, I would argue that Palantir stock is a buy -- especially at a 35% discount.
Today at Unite Seoul, Unity (NYSE: U) announced plans for Unity 7, the next generation authoring platform for developing, deploying, and growing games.Game crea
In the first wave of the artificial intelligence (AI) boom, everyone was talking about Nvidia, the world's biggest AI chip designer, and cloud companies such as Amazon and Microsoft. And those companies continue to be key AI players.
But in recent times, investors have recognized a new group of AI companies, and they have been leading the pack when it comes to stock performance. I'm talking about memory and storage companies, and one of the leaders is Micron Technology (MU +1.93%).
Micron has seen its stock skyrocket over the past few years thanks to the crucial role it plays in the AI story. If you'd invested $10,000 in Micron around the time of its initial public offering, how much would you have now? Let's find out.
Image source: Getty Images.
Earnings explode higher First, it's important to note that Micron didn't launch its IPO just a few years ago. The company has been around for almost 50 years, and it completed its IPO in 1984. Micron specializes in the memory and storage needed in devices from personal computers and servers to smartphones. Over the years, the company progressively grew earnings, but they just recently exploded higher -- and that has been thanks to AI demand.
MU Revenue (Annual) data by YCharts
Customers have rushed to Micron and peers for the memory needs of AI workloads, and demand has been so high that it's led to tight supply. In fact, Micron predicts this difficult supply situation will continue past the 2027 calendar year.
Not only is demand high, but ramping up production of memory chips isn't something that happens overnight. The need for skilled workers, permitting requirements, and other factors have contributed to the memory shortage -- and this concerns all memory chip companies, not just Micron.
All of this has kept earnings marching higher, and the stock price has followed as investors took notice of Micron's tremendous growth.
Now, let's consider the value of your investment if you'd bought $10,000 in Micron shares on IPO day. Today, your investment would be worth more than $8 million -- so Micron has been a millionaire-maker stock.
MU data by YCharts
Favor long-term investing It's important to note, however, that such a big investment in one stock is risky -- you should always favor investing broadly across many stocks and holding on over time. But this example does show the value of holding onto a stock over the long term. If you had sold Micron shares after only a couple of years, you might have sold at a loss. By holding on to the stock for at least a decade, though, you clearly won. If you bought on IPO day and sold 10 years later, your investment would have been worth more than $46,000. That may seem like nothing compared to today's multi-million-dollar return, but it still is a significant gain.
MU data by YCharts
Of course, you can't count on every stock to deliver such returns, even over many decades. But if you choose quality stocks and hold on for at least 10 years, you're likely to set yourself up for success.
Now, you might be wondering about Micron's performance in the years to come. Is the growth over, or does this stock have more room to run? It's unlikely Micron will replicate the immense gain we've seen in recent years, but that doesn't mean the stock's potential is over. Micron's business is going strong, and the combination of the memory chip shortage along with the major needs of AI players should power earnings growth in the quarters to come.
Chips generally have been a cyclical business, with demand soaring at a particular point, then falling as supply exceeds the needs of the times. This results in the stocks climbing, then going on to stagnate or stumble. Considering the strength of the AI story so far, though, it's possible that Micron and peers may see cycles that are less extreme -- it's too early to say for sure.
But it's very possible that this stock that's made millionaires, even if it takes a pause at a certain moment, will continue to advance over the long run.
SummarySea Limited has experienced a significant 32% stock decline since my last analysis.Despite the multiple compressions, SE's underlying fundamentals have notably strengthened.I remain unconcerned by the recent price action, viewing it as a disconnect from improving fundamentals.The investment thesis centers on SE's robust fundamental progress amid market skepticism. J Studios/DigitalVision via Getty Images
Clearly, my bullish view on Sea Limited (SE) hasn't developed the way I thought it would so far. But, personally, I don't find that concerning. If anything, I am on board with the idea that while the
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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.
TSMC is set to raise prices for both advanced and mature chip production services by up to 10% in 2027, Nikkei Asia reported on Tuesday, citing multiple sources.
Affordable and scalable effector will strengthen RAF stockpile resilience
, /PRNewswire/ -- Farnborough International Airshow – Raytheon UK, part of RTX's (NYSE: RTX) Raytheon business, today introduced Red Kite®, its first sovereign precision weapon fully designed and digitally engineered in the United Kingdom.
Developed with a consortium of British defence partners, Red Kite is an affordable, highly deployable precision weapon that advances the UK's ability to rapidly scale critical stockpiles. Using advanced digital modelling technologies, the effector quickly moved from concept to prototype.
"Red Kite was designed with affordability and adaptability in mind, and marks a significant step forward for UK defence," said James Gray, managing director and chief executive of Raytheon UK. "Working closely with our partners over the past five years, we've combined innovative design, digital engineering and proven technologies to develop a sovereign capability for the RAF faster and more efficiently than ever."
Red Kite uses the existing Stormbreaker® airframe and can be integrated across a wide range of air platforms. It builds on Raytheon UK's extensive experience delivering precision weapons, including Paveway IV and adds a cost-effective, high-volume capability that enhances RAF operational flexibility.
"Red Kite is about getting capability to the frontline faster – reducing cost, increasing availability and meeting our customers' needs when it matters most," added Gray. "It represents a clear step toward a more resilient, sovereign UK defence industrial base."
Red Kite will be delivered through a nationwide UK supply chain, bringing together specialist design, engineering and manufacturing expertise from across the country. From systems electronics and software in Harlow to control actuation systems in Glenrothes, the programme will sustain high-skilled jobs, advanced manufacturing and sovereign defence capabilities across England, Scotland and Wales. Raytheon UK estimates that approximately 140 highly skilled jobs will directly support this program.
About Raytheon UK
With over 2,000 employees in the UK, Raytheon UK is a major supplier and systems integrator to the UK Ministry of Defence that designs, develops and manufactures defence and space products. The company is also a leading provider of training transformations services and continues to invest in research and development, supporting innovation and technological advances across the country. Raytheon UK is part of RTX's Raytheon business.
About Raytheon
Raytheon, an RTX business, is a leading provider of defense solutions to help the U.S. government, our allies and partners defend their national sovereignty and ensure their security. For more than 100 years, Raytheon has developed new technologies and enhanced existing capabilities in integrated air and missile defense, smart weapons, missiles, advanced sensors and radars, interceptors, space-based systems, hypersonics and missile defense across land, air, sea and space.
About RTX
With more than 180,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. With industry-leading capabilities, we advance aviation, engineer integrated defense systems for operational success, and develop next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected].
View original content:https://www.prnewswire.com/news-releases/raytheon-uk-unveils-sovereign-digitally-engineered-precision-weapon-red-kite-302824539.html
GTF engines will power Airbus A320neo family aircraft orders
, /PRNewswire/ -- Farnborough International Air show – BOC Aviation Limited ("BOC Aviation" or "The Company") has announced an order for up to 220 Pratt & Whitney GTFTM engines, which will power up to 110 Airbus A320neo family aircraft.
Pratt & Whitney is an RTX (NYSE: RTX) business.
"With this latest order, BOC Aviation is demonstrating its continued confidence in the GTF, which is the most fuel-efficient engine for single aisle aircraft," said Rick Deurloo, president of Commercial Engines at Pratt & Whitney. "We have a strong relationship with BOC Aviation that we will continue to build upon to meet growing airline demand."
"This order is the largest that BOC Aviation has placed with Pratt & Whitney and a continuation of our 29-year relationship, reflecting the key role they have played in our growth," said Steven Townend, chief executive officer and managing director at BOC Aviation. "GTF engines enable a substantial reduction in fuel costs, contributing to the efficiency of our future fleet."
The GTF delivers 20% lower fuel consumption and a 75% smaller noise footprint compared to the prior generation of engines. Over 2,800 GTF-powered aircraft are operated globally by more than 90 customers, and the order backlog of over 8,000 GTF engines reflects strong market demand for its proven benefits. The engine's revolutionary geared architecture is the right foundation for next generation technologies.
Note, the order was originally signed and listed as an undisclosed deal in June 2025.
About BOC Aviation
BOC Aviation is a leading global aircraft operating leasing company with a portfolio of 813 aircraft and engines owned, managed and on order. Its owned and managed fleet was leased to 88 airlines in 48 countries and regions worldwide as of 31 March 2026. BOC Aviation is listed on the Hong Kong Stock Exchange (HKEx code: 2588) and has its headquarters in Singapore with offices in Dublin, London, New York and Tianjin. For more information, visit www.bocaviation.com.
About Pratt & Whitney
Pratt & Whitney, an RTX business, is a world leader in the design, manufacture and service of aircraft engines and auxiliary power units for military, commercial and civil aviation customers. Since 1925, our engineers have pioneered the development of revolutionary aircraft propulsion technologies, and today we support more than 90,000 in-service engines through our global network of maintenance, repair and overhaul facilities.
About RTX
RTX is the world's largest aerospace and defense company. With more than 185,000 global employees, we push the limits of technology and science to redefine how we connect and protect our world. Through industry-leading businesses – Collins Aerospace, Pratt & Whitney, and Raytheon – we are advancing aviation, engineering integrated defense systems for operational success, and developing next-generation technology solutions and manufacturing to help global customers address their most critical challenges. The company, with 2025 sales of more than $88 billion, is headquartered in Arlington, Virginia.
For questions or to schedule an interview, please contact [email protected] or [email protected].
SummaryServiceNow presents a compelling turnaround opportunity as it operates in a $600B TAM, expanding beyond ITSM into a world-class enterprise platform.Kraft Heinz offers defensive appeal with a 6.4% dividend yield, a potential Berkshire Hathaway catalyst, and rebounding technicals supporting a strong buy thesis.GigaCloud trades at a bargain multiple despite double-digit growth, a pristine balance sheet, and operational excellence, warranting strong buy conviction.Corning is double downgraded to Sell due to peak-AI valuation concerns and lack of positive incremental catalysts, suggesting investors await a better entry. digitalhallway/E+ via Getty Images
The Undercovered Dozen is a weekly Seeking Alpha editor-curated series highlighting 12 articles on lesser-covered stocks from the previous seven days. We hope this provides ideas and inspires discussion among the community.
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Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. The author is an employee of Seeking Alpha. Any views or opinions expressed herein 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.
After weeks of heavy selling in artificial intelligence and semiconductor stocks, UBS believes the sharp momentum unwind could be approaching its final stages, potentially opening the door for investors to gradually rebuild positions in the sector.
The bank's trading desk said hedge funds have already made one of the largest reductions in momentum and semiconductor exposure on record, suggesting much of the forced selling may already be behind the market.
According to UBS prime brokerage data cited by Bloomberg, hedge funds have unwound long positions in momentum and semiconductor stocks equivalent to roughly 5% of gross market value.
The reduction ranks among the largest on record and has pushed net positioning in semiconductor and software companies back to levels last seen in April.
Momentum investing generally involves buying stocks that have recently outperformed while betting against the weakest performers.
Michael Romano, head of hedge fund equity derivative sales at UBS, said the latest positioning shift reflects a high-conviction de-risking process rather than a deterioration in the underlying outlook for AI.
"The momentum de-risk was and remains a conviction call," Romano wrote in a note to clients.
"Scaling into a position is prudent."
UBS' momentum basket includes companies such as Sandisk, Broadcom, Oracle, KKR, Datadog and Microsoft.
According to Romano, positioning is increasingly becoming supportive of a rebound across these names as selling pressure begins to ease.
Rather than rushing back into AI names, however, UBS recommends investors slowly scale into positions as improving fundamentals begin to outweigh positioning-driven volatility.
AI fundamentals remain supportiveUBS argues that improving demand for artificial intelligence infrastructure continues to provide a constructive backdrop for semiconductor and software companies despite recent market volatility.
Romano expects the current momentum unwind to bottom out by the end of July, if it has not already done so.
He pointed to Friday's sharp reversal in UBS' momentum gauge as an encouraging signal.
The indicator swung from a loss of 3.5% to a gain of 2.5% within two hours, highlighting how quickly investor sentiment can shift once selling pressure subsides.
"I'd expect a liquidity bubble to the upside when things turn," Romano wrote.
UBS also noted that its software basket has climbed roughly 20% since the end of June, underscoring how sensitive AI-related shares remain to changes in investor positioning.
The bank believes a recovery in AI and momentum stocks could come at the expense of sectors that have recently outperformed.
Prime brokerage data suggest much of the buying seen in banks, industrial companies and other cyclical sectors reflected short covering rather than fresh long-term investment.
If investors rotate back into technology and AI, those recent market leaders could face renewed pressure.
Other Wall Street firms remain cautiousNot all strategists agree that the worst of the AI correction is over.
Goldman Sachs strategist Ben Snider said the recent selloff has renewed investor interest in investment themes outside artificial intelligence.
He noted that momentum strategies have erased all gains accumulated since late April, while volatility has climbed to the highest level recorded outside recession periods over the past 45 years.
Unlike UBS, Snider believes history, investor positioning and the lack of an immediate catalyst suggest AI infrastructure stocks could continue facing near-term headwinds.
Morgan Stanley has also argued that leadership in the broader equity market is expanding beyond technology.
Equity strategist Michael Wilson said sectors such as consumer discretionary and transportation have outperformed the S&P 500 by around 12% over the past two months as earnings expectations improve.
The contrasting views highlight an increasingly important debate on Wall Street: whether investors should use the recent correction in AI stocks as a buying opportunity or continue rotating into sectors benefiting from a broader economic recovery.
Here is a prediction that will sound outlandish today: A decade from now, Broadcom (AVGO +1.90%) will be worth more than both Apple (AAPL 2.11%) and Microsoft (MSFT +2.21%).
At the moment, that looks like a stretch. Broadcom carries a market value of around $1.76 trillion, while Apple sits near $4.9 trillion and Microsoft close to $2.9 trillion. To pass them, Broadcom would have to nearly triple in value while the two giants tread water. I think it could happen, and the reason is that the value in technology is shifting.
Image source: Getty Images.
The case for Broadcom on top Broadcom has become one of the essential suppliers of the artificial intelligence (AI) era. It designs the custom chips that companies like Alphabet, Meta Platforms, and Anthropic use to run their AI systems, and it dominates the networking gear that ties thousands of those chips together inside a data center. Management has projected that custom AI chip revenue will exceed $100 billion annually by 2027, and demand continues to grow as major AI players race to build more computing power.
That is the key to my prediction. The AI build-out is arguably the largest infrastructure project of our lifetime, and Broadcom sells the picks and shovels at its center. Apple and Microsoft are magnificent businesses, but their growth engines, iPhones and enterprise software, are more mature. Broadcom is leveraged directly to the raw expansion of AI compute, which is growing far faster. When the fastest-growing slice of an industry compounds long enough, the leaderboard eventually reshuffles.
Today's Change
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Why I could be wrong I will be honest about the risks, because a 10-year call is humbling. Apple and Microsoft are cash machines with enormous ecosystems and their own AI ambitions, and either could reaccelerate. Broadcom, by contrast, is tied to the semiconductor cycle, which booms and busts, and much of its growth depends on a handful of giant customers. If those customers ever design more chips in-house, or if AI spending cools, Broadcom's trajectory could stall in a hurry. A decade is a long time, and anything can go wrong.
Today's Change
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-2.11
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Current Price
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326.69
Predictions like this are meant to provoke thought, not to be taken as gospel. Whether Broadcom actually overtakes Apple and Microsoft or not, the deeper point stands: The center of gravity in technology is moving toward AI infrastructure, and Broadcom is one of the purest ways to own that shift. I think that gives it a longer and steeper growth runway than the aging giants above it. Own it for that runway, keep the cyclicality in mind, and let the next 10 years settle the bet.
Micah Zimmerman has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Apple, Broadcom, Meta Platforms, and Microsoft. The Motley Fool has a disclosure policy.
Prologis has intensified its pursuit of SEGRO PLC (LSE:SGRO), publicly attacking the warehouse landlord's defence a day before a deadline that forces the US giant to bid or walk away.
The FTSE 100 property group rejected a third approach from Prologis on Monday, worth 993p a share, or about £13.5 billion.
SEGRO, Europe's largest listed real estate investment trust, has dismissed the offer as opportunistic and one that fails to reflect the quality and scarcity of its logistics portfolio.
Under Takeover Panel rules, Prologis must announce a firm intention to bid or step away by 5 pm on Tuesday, the so-called put up or shut up deadline.
In a combative statement, Prologis said senior representatives met SEGRO management in London on Sunday but found no credible path to a recommended deal.
It accused the SEGRO board of relying on an aspirational valuation built on unrealistic assumptions.
Prologis argued that consensus forecasts imply annual earnings growth of just 4.7% over three years, too weak to justify SEGRO trading at its net asset value.
SEGRO's NAV fell from 925p to 905p a share in the six months to 30 June, an unusual decline to disclose during a bid defence.
Prologis said its latest terms represented a 9.7% premium to that figure, among the highest premiums to NAV paid for a UK property company in a decade.
The US firm also invoked history, noting the SEGRO board rejected an earlier approach in March 2024 within 72 hours.
That decision, Prologis claimed, has left shareholders 36.5% worse off.
The proposal comprises 0.089 new Prologis shares for each SEGRO share, with a partial cash alternative of up to £2.7 billion, equal to a fifth of the total.
Prologis has also dangled the prospect of a secondary London listing to win over investors.
SEGRO chairman Andy Harrison has insisted the group can create more value by pursuing its own growth strategy, pointing to its development pipeline and data centre ambitions.
Prologis said there was no certainty an offer would be made, but signalled it remained ready to engage.
The standoff now hinges on whether it blinks before the deadline.
Technologický konglomerát Alphabet zveřejní své výsledky hospodaření za 2Q roku 2026 již zítra po uzavření amerických trhů. Trh vstupuje do reportu s vysokými očekáváními. Přinášíme přehled toho nejdůležitějšího, co bude stát za pozornost.
Výnosy potáhne reklama i nadále rostoucí YouTube Celkové výnosy Alphabetu by podle analytiků měly meziročně vzrůst o 21,3 % na 116,96 mld. USD. Mnohými dlouhodobě odepisovaný segment vyhledávač Google & ostatní by přitom měl zaznamenat růst o 17 %, YouTube by měl pokračovat ve dvojciferném tempu a jediným klesajícím segmentem by měl zůstat Google Network.
Odhady výnosů Alphabetu za 2Q 2026 dle segmentu
(mld. USD) Segment Konsensus 2Q 2025 Meziroční změna Google Advertising (Výnosy plynoucí z reklamy) 81,10 71,34 +14 % Vyhledávač Google & ostatní
63,30 54,19 +17 % YouTube reklamy 10,80 9,80 +10 % Google Network (AdMob, AdSense,..)
7,13 7,35 -3 % Google Subscriptions, Platforms, and Devices (Google Play, Fitbit, Google Nest, Google Pixel, YT Premium,..) 13,06 11,20 +17 % Google Cloud (Google Cloud Platform, Google Workspace,..) 22,39 13,62 +64 % Other Bets (Ostatní sázky - Waymo, Wing, Isomorphic Labs,..) 0,40 0,37 +8 % Klíčovým tématem zůstává Google Cloud Nejsledovanějším segmentem reportu bude bezpochyby Google Cloud, u kterého se očekává další zrychlení. Po 63% růstu v předchozím kvartálu počítá konsensus s +64 %, analytici z Wells Fargo jsou ještě optimističtější a čekají +72 %. Otázkou je, zda Alphabet i tentokrát překoná veškerá očekávání, tak jako se mu to podařilo v posledních dvou kvartálech.
Pozornost si zaslouží také dynamika objemu nezpracovaných zakázek (backlog). Ten se v minulém kvartálu, mimo jiné díky obřím kontraktům se společností Anthropic, téměř zdvojnásobil na více než 460 mld. USD.
Zisk na akcii Zajímavým bodem reportu bude zisk na akcii, u kterého se čeká výrazné překonání odhadů. Zatímco trh projektuje 2,95 USD na akcii, Bank of America očekává astronomických 8,38 USD. Rozdíl znovu pramení z přecenění investice do společnosti Anthropic. Je tak pravděpodobné, že podobný příběh uvidíme v reportu i u Amazonu.
Kapitálové výdaje nabírají na tempu Obrovské investice do výpočetní kapacity by měly nadále růst, jen za druhý kvartál se očekávají kapitálové výdaje zhruba 44 mld. USD, což představuje téměř polovinu toho, co společnost proinvestovala za celý rok 2025. Bank of America navíc čeká navýšení letošního výhledu kapitálových výdajů o zhruba 5 % na 190 až 200 mld. USD, a to kvůli vyšším cenám komponent.
Nejen investoři Alphabetu budou na konferenčním hovoru bedlivě sledovat komentář k výhledu kapitálových výdajů na příští rok, který má dle dřívějších informací znovu výrazně vzrůst. Stejná formulace přitom padla už loni a plánované výdaje se poté meziročně zdvojnásobily. Odvrácenou stranou rostoucích investic je tlak na volné hotovostní toky, které podle odhadů z úrovní přesahujících 70 mld. USD v posledních letech výrazně klesají, zatímco kapitálové výdaje se v letech 2026 a 2027 podle odhadů posouvají k úrovním kolem 187, resp. 257 mld. USD.
Sledovat se bude i Gemini 3.5 Pro Kromě finančních ukazatelů bude na konferenčním hovoru zajímavé sledovat i komentář k modelu Gemini 3.5 Pro, který údajně nabírá několikaměsíční zpoždění kvůli slabšímu výkonu v oblasti programování.
Představení společnosti Zajímá vás společnost Alphabet? Přečtěte si první a druhý díl podrobného představení společnosti.
Akcie Alphabet Akcie Alphabet třídy A (GOOGL) v předburzovní fázi posilují o 0,86 % na 355 USD. Akcie třídy C (GOOG) zaznamenávají růst o 0,95 % na 354,7 USD. S akciemi Alphabet mohou klienti Fio banky obchodovat také na RM-SYSTÉMu pod tickerem BAAGOOGL, kde se naposled zobchodovaly za 7 600 Kč.
MTU Aero Engines is rated Strong Buy, with 37% upside, driven by robust commercial MRO and military engine growth. MTU's €31.6 billion backlog, expanding GTF installed base, and rising defense exposure underpin multi-year earnings and free cash flow growth. Margins are pressured by a growing GTF MRO mix, but long-term MRO margin targets and cash conversion are set to improve significantly.
The Pound to US Dollar (GBP/USD) exchange rate traded in a narrow range on Monday as markets reacted cautiously to Andy Burnham's first speech as UK Prime Minister.
At the time of writing, GBP/USD was trading at $1.3449, little changed on the day.
Latest — Exchange Rates:
Pound to Dollar (GBP/USD): 1.342145 (-0.24%)
Euro to Dollar (EUR/USD): 1.141269 (-0.22%)
Dollar to Yen (USD/JPY): 162.49831 (+0.06%)
DAILY RECAP:
The Pound (GBP) lacked a clear catalyst on Monday, amid a muted reaction to Andy Burnham’s first speech as Prime Minister.
The PM’s address was big on vision but light on policy detail, with Burnham saying he would announce some cost-of-living measures – and how to fund them – on Tuesday.
As a result, the speech left GBP investors with little to go on, leading to subdued movement in the Pound.
Meanwhile, UK economic data was thin on the ground, which also limited Sterling.
The US Dollar (USD) also traded in a relatively narrow range on Monday, with USD initially dipping as markets opened before recouping its losses as the session went on.
Escalating tensions in the Middle East helped the US Dollar find its footing after the initial downside, although markets remained surprisingly resilient.
Although the crisis is intensifying, with the US and Iran continuing to launch attacks at one another, there are still hopes that the peace process can get back on track.
A spokesman for the Iranian foreign ministry said on Monday that diplomatic exchanges between Washington and Tehran are ongoing.
Near-Term GBP/USD Forecast: UK Jobs Report in Focus Looking forward, Tuesday kicks off with the UK's latest jobs report.
Markets expect unemployment to have ticked up in the three months to May, rising from 4.9% to 5.0%. However, a forecast increase in employment may help limit Sterling's downside.
GBP investors will also be watching wage growth, with stronger earnings potentially providing additional support for the Pound.
As for the US Dollar, market risk appetite is likely to remain the main driver. If tensions in the Middle East continue to intensify, a more risk-averse mood could support demand for the safe-haven currency.
Londýnská burza cenných papírů (LSE) plánuje v první polovině příštího roku spustit nepřetržité obchodování. Oznámila to dnes na svém webu. Rozhodnutí přichází v době, kdy se burzy vyrovnávají s růstem kryptoměn a dalších aktiv, s nimiž se neobchoduje pouze v tradičních otevíracích hodinách. To zvýšilo zejména mezi drobnými investory očekávání, že budou moci obchodovat kdykoli, napsal server deníku Financial Times (FT).
Hlavní trh LSE bude nadále fungovat ve standardních hodinách od 8:00 do 16:30 londýnského času (9:00 až 17:30 SELČ). Pak začne fungovat nová burza LSE 24, která bude v provozu od 17:00 do 7:50, s třicetiminutovou přestávkou mezi 18:30 a 19:00 určenou pro zpracování procesů na konci obchodního dne. V noci se na ní zpočátku budou obchodovat fondy sledující britský či americký akciový trh.
"Londýn vždy usnadňoval jak vnitrostátní, tak i globální toky, a toto je v podstatě pokračováním tohoto trendu,“ řekla deníku FT generální ředitelka LSE Julia Hoggettová. Dodala, že roste zájem – zejména ze strany drobných investorů z celého světa – využívat Londýn vzhledem k jeho specifickému časovému pásmu k tomu, aby získali přístup nejen k britským, ale i ke globálním aktivům.
Podobné kroky učinily už dříve americké akciové burzy. Společnosti Nasdaq , New York Stock Exchange a Cboe Global Markets buď už zavedly, nebo plánují zavést prodlouženou obchodní dobu. K prodloužení obchodní doby pro drobné investory do 22:00 přikročil i provozovatel německého trhu Xetra.
Regulatory News: Innate Pharma SA (Euronext Paris: IPH; Nasdaq: IPHA) ("Innate" or the "Company"), today announced the completion of enrollment in the dose e
Northrop Grumman Corporation (NYSE:NOC) will release its second quarter earnings report before the opening bell on Tuesday, July 21.
Analysts expect the Falls Church, Virginia-based company to report quarterly earnings of $6.82 per share, down from $8.15 per share in the year-ago period. The consensus estimate for Northrop Grumman’s quarterly revenue is $10.8 billion. It reported $10.35 billion last year, according to Benzinga Pro.
On April 21, Northrop Grumman posted upbeat first-quarter earnings.
Shares of Northrop Grumman gained 0.5% to close at $523.96 on Monday.
Benzinga readers can access the latest analyst ratings on the Analyst Stock Ratings page. Readers can sort by stock ticker, company name, analyst firm, rating change or other variables.
Let’s have a look at how Benzinga’s most-accurate analysts have rated the company in the recent period.
Considering buying NOC stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
LONDON--(BUSINESS WIRE)--8x8, Inc. (NASDAQ: EGHT) launches 8x8 Small Business, a new self-serve, consumption-based offering for direct resell partners to win and serve SMBs.
OAKLAND, Calif.--(BUSINESS WIRE)--Marqeta, Inc. (NASDAQ: MQ), the modern card issuing platform, today announced the expansion of its collaboration with Expensify, a leading spend management software platform, into the UK and EU. Expensify has leveraged Marqeta's comprehensive platform and multinational card issuing capabilities to deliver its corporate card offering to businesses across Europe, addressing significant demand for modern and automated expense solutions in the region. “Businesses a.
Silver continues to balance between its dual role as an industrial metal and so-called refuge asset, and this combination largely explains the lack of a clear trend in recent weeks. Shifting expectations for central bank interest rates can influence the appeal of a non-yielding asset such as silver, while the structural supply deficit remains supported by growing investment demand, offsetting more subdued industrial consumption. These opposing forces help explain why silver prices continue to trade within a broad range, with the market still lacking a decisive catalyst for a sustained directional move.
XAG/USD: Technical Picture
On the four-hour chart, silver (XAG/USD) is trading within a structure resembling a triangle. The descending trendline connects the swing highs formed after the peak near $63.000, while the ascending trendline links the series of higher lows from the $56 area. Their convergence coincides with the current high-volume area of the market profile.
Following an attempted breakout, the price is now testing the lower boundary of the profile at $56.643 from below. If this level continues to act as resistance, the next notable support could be found near $54.846.
Should the price move back into the range, the Point of Control (POC) at $58.357 and the upper boundary of the profile at $59.895 could become the primary upside reference levels, followed by the red resistance level at $60.686.
At the same time, vertical volume has not shown the decline in trading activity that is typically associated with a triangle pattern as the range narrows. The RSI + MAs indicator currently shows readings of 45, 40, and 42. The moving averages remain red, are pointing higher, and are positioned just below the neutral zone, while the RSI line itself has yet to break out of that neutral range.
Summary The attempted breakout from the triangle has so far failed to gain momentum, with the price returning to the market profile boundary. Meanwhile, the RSI + MAs indicator does not yet confirm either a bullish or bearish scenario. The Federal Reserve meeting on 28–29 July could become the next major catalyst, potentially determining the market’s next directional move.
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Samsung Electronics významně rozšiřuje své ambice v oblasti robotiky. Největší jihokorejský výrobce elektroniky v úterý oznámil vznik nové divize zaměřené na robotiku, která bude přímo podléhat spoluvýkonnému řediteli Roh Tae-moonovi. Cílem vzniku divize je urychlit rozvoj a komercializaci v oboru a etablovat robotiku jako motor růstu společnosti.
Společnost zároveň oznámila, že do svých řad získala jednoho z předních manažerů v tomto odvětví, který usedne do vedení divize, jež ponese název RX neboli Robotics eXperience. Je jím Dongkun Lee, jenž dosud působil v Hyundai Motor Group. V automobilce měl na starosti právě robotickou strategii včetně směřování společnosti Boston Dynamics, známého amerického vývojáře robotů, jehož Hyundai v minulosti převzal.
Nové centrum bude mít hlavní zázemí v areálu výzkumu a vývoje Samsungu v jihokorejském Soulu. Firma uvedla, že hodlá pokračovat v investicích do infrastruktury a dalších kapacit potřebných pro rozvoj svého robotického byznysu, přičemž vybuduje robotická výzkumná centra ve Spojených státech, Číně a Japonsku, jejichž činnost pod novou strukturu sjednotí.
Krok Samsungu odráží rostoucí význam robotiky mezi největšími světovými technologickými a průmyslovými společnostmi. Rozvoj AI totiž výrazně rozšiřuje schopnosti robotických systémů a otevírá prostor pro jejich nasazení při stále složitějších úkolech.
Do humanoidních robotů, automatizace výroby a souvisejících technologií dnes investují miliardy dolarů firmy jako Tesla, Alphabet či Hyundai. Očekávají, že jim nové technologie pomohou zmírnit dopady nedostatku pracovní síly a přinesou nové zdroje růstu vedle tradičních segmentů, jako jsou čipy, spotřební elektronika nebo elektromobily, píše Bloomberg.
Samsung také oznámil příchod dvou respektovaných akademiků. K firmě se připojí profesor Hyoun Jin Kim ze Soulské národní univerzity a profesor Uikyum Kim z univerzity Ajou, kteří patří mezi uznávané odborníky na robotiku.
„S bývalým manažerem Boston Dynamics jmenovaným do klíčové role v oblasti robotiky v Samsung Electronics se spolupráce mezi společnostmi Hyundai Motor Group a Samsung Group v oblasti robotiky velmi pravděpodobně rozšíří. Zdá se, že spojení mezi nimi se prohlubuje prostřednictvím různých kanálů,“ uvedli ve své poznámce analytici společnosti Korea Investment & Securities Co.
Tencent: Will massively deploy domestically produced computing power in China, with NPO super nodes scheduled for deployment in the fourth quarter.
According to monitoring by Beating, a tech media outlet, a Tencent Cloud executive stated at a sub-forum of the recent World Artificial Intelligence Conference that to minimize inference costs, the company will deploy large-scale domestically produced computing power in China. The company plans to launch NPO (Near-Packaged Optics) super nodes in Q4 2026, and called for unified NPO industry standards at home and abroad.
6 minutes ago
A certain crypto whale opened a 3x long position on Micron, with the position valued at $2.17 million.
According to OnchainLens monitoring, a newly created wallet withdrew USDC worth $14.64 million from Binance, transferred the funds to Hyperliquid, and subsequently opened a 3x long position of 2,386.72 MU (Micron) valued at $2.17 million.
6 minutes ago
Binance will launch multiple USDT-margined TradFi perpetual swaps including SHAZUSDT today.
Binance will launch multiple USDT-margined TradFi perpetual contracts today, including SHAZUSDT (09:00 UTC), SOFIUSDT (09:05 UTC), PANWUSDT (09:10 UTC), and PENGUSDT perpetual contracts. The underlying assets are U.S. stocks SharonAI Holdings, SoFi Technologies, Palo Alto Networks, and Penguin Solutions, with support for up to 25x leverage and 24/7 trading.
6 minutes ago
A whale went long on 1,000 BTC and 10,000 ETH at the start of the month, posting an unrealized profit of $5.484 million.
According to on-chain analyst Ai Yi (@ai_9684xtpa), the smart money that went long 1,000 BTC and 10,000 ETH since the start of the month is now sitting on an unrealized profit of $5.484 million. The address opened long positions on BTC on July 6 and ETH on July 14, at entry points of $62,354 and $1,761.9 respectively. Its current position value stands at $85.36 million, with funding fees paid exceeding $330,000.
6 minutes ago
Pons: 20% of the total PONS token supply has been burned.
Robinhood Chain-native token launch platform Pons announced that 20% of the total PONS token supply has been burned in just the past 8 days, and the platform will continue to use its revenue to burn PONS tokens. According to GMGN monitoring, Robinhood Chain ecosystem token PONS briefly hit an all-time high of over $39 million in market cap today, and is now trading at $33 million, up 105% in 24 hours, with roughly $13.7 million in trading volume over the same period. PONS is the native token of Robinhood Chain’s token launch platform Pons, which supports the creation and issuance of fixed-supply tokens. The platform uses collected WETH fees to repurchase PONS, while directly burning PONS fees from transactions, leading some community members to label it as Robinhood Chain’s equivalent of Pump.fun. Related reading: Robinhood Launchpad: A Battle of Hundreds of Projects, Who Will Come Out on Top? BlockBeats Note: On-chain token trading is highly volatile, often driven by market sentiment and hype, with no inherent value or real-world use cases. Investors are advised to exercise caution.
6 minutes ago
Crypto whale sets 10 major trading targets; its current long position is approximately $150 million, with unrealized profit potentially expanding to $5.15 million.
Contract whale "Set 10 Big Goals First" posted their open position this morning: a 4x leveraged long on Bitcoin. On-chain analyst Ai Yi (@ai_9684xtpa) estimates the whale’s average entry price at $63,827.06, with the long position holding roughly 2,358.05 BTC, valued at $150 million. As BTC breaks above $66,000, its unrealized profit could expand to $5.15 million. Previously, "Set 10 Big Goals First" stated in a post that recent trades are dominated by short-term long positions, with no short positions opened so far. The risk-reward ratio for shorting is currently low, as Bitcoin is relatively near its cyclical bottom. The subsequent trend may gradually emerge and trigger a new rally, so the whale is unwilling to miss the potential upward signal. The current position may be held for medium to long term, but will still be adjusted based on market conditions, with no exclusion of continuing short-term trades. Additionally, a large-scale correction in US-listed AI-related tech stocks cannot be ruled out in the next six months.
LAUSANNE, Switzerland & SAN JOSE, Calif.--(BUSINESS WIRE)--Logitech (SIX: LOGN) (NASDAQ: LOGI) today announced progress against its sustainability goals with the release of its Fiscal Year 2026 Impact Highlights Report. Notably, the company reported a 49% reduction in Scope 1 & 2 emissions and a 33% reduction in Scope 3 emissions compared to its baseline years. “Over the past two decades, Logitech has increasingly placed sustainability at the heart of our business. And today, that long-term.
Marvell Technology (MRVL +3.18%) shareholders have been on quite the roller-coaster ride this year. If you bought shares on Jan. 2 (the market was closed on Jan. 1) and only checked your position now, you're up more than 120%, and you're probably pretty happy with that result. But if you've paid a bit more attention, you may have noticed that the stock has heavily sold off recently and is down 38% from its all-time high. The question investors are asking is whether now is the time to buy the dip or if this sell-off was warranted.
I think examining the reason behind its initial rise will give investors clues as to whether the sell-off was warranted (and I think the answer is likely a resounding yes).
Image source: The Motley Fool.
Marvell got a boost from a reputable source Marvell Technologies' stock got a major boost from one of its clients when Nvidia (NVDA +0.25%) CEO Jensen Huang stated that he believes Marvell could be one of the next $1 trillion companies. At the time, Marvell was just shy of a $200 billion business, so investors got excited and bought up the stock. Now, Marvell's stock is back below the price where it was when Huang made those comments.
Marvell Technology
Today's Change
(
3.18
%) $
6.00
Current Price
$
194.68
I think that's an OK sell-off, as there wasn't a whole lot of substance behind that rally besides one person's opinion (even if that person is extremely well informed about the state of the chip space). But after giving up those gains, is Marvell worth an investment?
Marvell makes networking equipment for data centers and smartphones. It's also getting involved in the application-specific integrated circuit (ASIC) business, and has deals with Microsoft and Amazon, much like Broadcom has deals with several other AI hyperscalers for custom AI chip design and production. This could turn into a huge business for Marvell, as these types of computing units are starting to gain massive momentum because when used for the narrow types of workloads they are designed for, they're more cost-efficient than general-purpose GPUs.
Marvell is still ramping up this business unit, but Wall Street analysts expect it to bring strong growth; consensus expectations are for 41% revenue growth this year and 45% next year. For most businesses, those would be stellar growth rates that would earn applause. In the AI industry, they're about average among the chip companies. So, Marvell is thriving and doing better, but it isn't anything special, at least from a growth standpoint.
Despite that, Marvell still trades at a hefty premium of 46.6 times forward earnings and 30.4 times next year's earnings.
MRVL PE Ratio (Forward) data by YCharts.
There are several AI stocks (like Nvidia and Broadcom) that are growing faster than Marvell and are cheaper, and I think those two make more sense to invest in than Marvell does. Until Marvell starts to generate growth that significantly outpaces that of some of the industry giants, I think it would be better for investors to stick to the established players in this space.
Keithen Drury has positions in Amazon, Broadcom, Microsoft, and Nvidia. The Motley Fool has positions in and recommends Amazon, Broadcom, Marvell Technology, Microsoft, and Nvidia. The Motley Fool has a disclosure policy.
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in CRSP over 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.
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LEADING EDGE MATERIALS ADVANCES MIDSTREAM PROCESSING STRATEGY FOR THE NORRA KÄRR HEAVY RARE EARTH ELEMENTS PROJECT
Initiative launched to enhance Norra Kärr’s flowsheet with collaboration on new hydrometallurgical research in support of future pilot plant establishment. Swedish Government funding secured: two projects involving the company awarded funding through Vinnova, the Swedish Innovation agency, as part of a SEK 70+ million (CAD 10 million) national push to secure Sweden's critical raw materials supply.Path to concentrate production: Domain sampling now underway to generate high-grade eudialyte concentrate, the essential feedstock for upcoming hydrometallurgical pilot testing.On track to develop the EU’s first heavy rare earth elements mine following the grant of Norra Kärr’s 25-year mining lease in June 2026 Vancouver, July 20,2 026 - Leading Edge Materials Corp. ("Leading Edge Materials" or the "Company") (TSXV: LEM) (Nasdaq First North: LEMSE) (OTCQB: LEMIF) (FRA: 7FL) is pleased to provide an update on its midstream processing strategy for eudialyte concentrate from the Norra Kärr Heavy Rare Earth Elements ("HREE") Project – and the path toward pilot-scale hydrometallurgical testing, a key step in demonstrating the process at commercial scale. This builds on the significant flowsheet development work completed over the last 15 years, and new research into silicate management under the Vinnova-funded SHLENK project.
Eudialyte Processing
Eudialyte is recognised globally as one of the most promising mineral sources of heavy rare earth elements, with projects in Greenland and Australia being developed in addition to Norra Kärr in Sweden. With eudialyte, the behaviour of silicates during leaching needs to be managed to prevent gel formation. Two well-known approaches are dilution, reducing silicate concentrations through sufficient dilution during leaching and inhibiting gel formation, and pre-treatment, treating the eudialyte concentrate ahead of leaching to prevent silicate release during dissolution, while preserving rare earth element solubility. Studies have demonstrated that under correctly selected pretreatment conditions for a given source material, silicate leaching can be effectively prevented. The pre-treatment option was used in the Company's 2021 Preliminary Economic Assessment ("PEA") and current project development workstreams are focused on performance and cost optimisation, and upscaling studies.
Pilot-Scale Hydrometallurgical Testing
The pre-treatment approach has shown strong results in laboratory-scale testing for Norra Kärr material and an extended pilot is intended to further strengthen hydrometallurgical understanding. To achieve optimal pilot data, a new high-grade eudialyte concentrate will be produced. Over the summer, the Company is conducting a domain sampling programme using the existing drill core library. This will be followed by further mineral processing to produce eudialyte concentrate while also generating valuable nepheline syenite as co-product for customer trials.
Consistent with the design set out in the Company’s 2021 PEA, mineral processing at Norra Kärr will only feature crushing, grinding, and magnetic separation; the eudialyte concentrate would then be transported to a midstream hydrometallurgical facility at a separate, established industrial location – keeping the footprint at Norra Kärr small and placing chemical processing where infrastructure already exists.
New Innovation Research: The SHLENK Project
The pilot work programme will benefit from research into improved processing methods, including through the Company's collaboration with RISE (Research Institutes of Sweden) under the SEK 1.5 million (CAD 0.2 million) funded SHLENK project – "Silicate management in leaching of eudialyte from Norra Kärr”.
SHLENK is one of two research projects involving the Company’s wholly owned Swedish subsidiary, Greenna Mineral AB, that have recently been granted funding by the Swedish Government through Vinnova's Impact Innovation call, "Resilient metals and minerals supply for strengthened preparedness," alongside the NordAL (Nordic Alumina) project.
Together with 17 other projects, these initiatives form part of a national effort to strengthen Sweden's metals and minerals supply chain in peacetime, during heightened preparedness, and in times of crisis. The combined programme represents more than SEK 70 million (approximately CAD 10 million) in funding, of which approximately SEK 42 million (CAD 6 million) is provided by Vinnova.
For the Company, this funding represents strong recognition of the strategic importance of its work at Norra Kärr and its contribution to building a more resilient and secure supply chain for critical raw materials in Sweden and the Nordics.
The work is carried out within Swedish Metals & Minerals, a joint initiative by the Swedish Energy Agency, Formas, and Vinnova under the framework of Impact Innovation.
Kurt Budge, Chief Executive Officer, commented:
“Following the grant of the 25-year mining lease, our work continues towards developing Norra Kärr, the EU's first heavy rare earth elements mine.
Progressing with our Pre-feasibility Study, we continue to de-risk and enhance the processing flowsheet for Norra Kärr. We have a clear plan: working with the best eudialyte concentrate, verifying our pre-treatment approach to silicate management, and generating the data we need to run at pilot scale.
Heavy rare earths like dysprosium and terbium are foundational to the technologies driving electrification and defence readiness across Europe, and Norra Kärr remains one of the continent's richest deposits. The support from Vinnova is a strong validation of the strategic role Norra Kärr can play in strengthening Sweden's and Europe's resilience in critical raw materials."
About the Norra Kärr Project
Norra Kärr is one of Europe's most significant deposits of heavy rare earth elements, hosted in an eudialyte-bearing alkaline rock body in southern Sweden. The project's strategic value is underpinned by its high dysprosium and terbium ("Dy/Tb") content, critical inputs for permanent magnets used in electric vehicles, wind turbines, and defence applications.
On 28 June 2026, an Exploitation Concession – 25-year mining lease - was granted by the Swedish Government following a formal recommendation from the Mining Inspectorate (Sw. Bergsstaten), which submitted the application to the Government for a final decision after all involved agencies had either endorsed the application or recommended approval.
The strategic importance of heavy rare earth elements to Europe's industrial future has never been more apparent. As China's export controls have demonstrated, access to dysprosium, terbium and yttrium cannot be taken for granted — and the consequences of supply disruption are severe. Norra Kärr, now holding an Exploitation Concession, is key to addressing Europe’s critical risk exposure.
Edison estimates current European dysprosium demand at 180-200 tpa of Dy₂O₃. Norra Kärr's 2021 PEA discloses average annual Dy₂O₃ production of 248t, which Edison notes is "similar to European consumption."
“Leading Edge Materials — Addressing the European REE shortage”, 21 April 2026.
https://www.edisongroup.com/research/addressing-the-european-ree-shortage/BM-2909/
The scientific and technical information contained in this news release relating to the Norra Kärr project, including details of forecast dysprosium, terbium and yttrium production, are set out the National Instrument 43-101 technical report entitled "Preliminary Economic Assessment of Norra Kärr Rare Earth Deposit and Potential By-Products, Sweden", with effective date August 18, 2021, and issue date August 19, 2021, prepared for Leading Edge Materials Corp. by SRK Consulting (UK) Ltd. The report is available on the Company's website at www.leadingedgematerials.com and under its SEDAR profile at www.sedar.ca.
Qualified Person
The scientific and technical information contained in this news release relating to the Norra Kärr project has been reviewed and approved by John Willis of SRK Consulting (UK) Ltd, a Chartered Professional and Member of the Australasian Institute of Mining and Metallurgy, who is an independent Qualified Person under the terms of NI 43-101 for REE deposits. SRK Qualified Persons are all independent as defined under National Instrument 43-101 - Standards of Disclosure for Mineral Projects.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release.
On behalf of the Board of Directors,
Leading Edge Materials Corp.
Kurt Budge, CEO
For further information, please contact the Company at: [email protected]
www.leadingedgematerials.com
Corporate Head Office (Vancouver, Canada): 778-686-5357
About Leading Edge Materials
Leading Edge Materials Corp. is a Canadian-listed company focused on developing critical raw material assets across the European Union. Its primary focus is the wholly owned Norra Kärr Heavy Rare Earth Element project in Sweden — one of the world's most strategically significant heavy rare earth deposits and among the few advanced-stage projects within the EU capable of producing dysprosium, terbium, and yttrium at meaningful scale.
Situated in one of the globe's most politically and regulatory stable mining environments, Norra Kärr is well-positioned to contribute directly to the objectives of the EU's Critical Raw Materials Act, including the bloc's target of sourcing 10% of its critical raw material consumption domestically by 2030. Beyond rare earths, the Company also holds the Woxna Graphite mine in Sweden — a fully constructed and permitted facility — as well as a 90% stake in the Bihor Sud Nickel-Cobalt exploration alliance in Romania.
Additional Information
The information was submitted for publication through the agency of the contact person set out above, on July 20, 2026, at 23:30 Vancouver time.
Leading Edge Materials is listed on the TSXV under the symbol “LEM”, OTCQB under the symbol “LEMIF” and Nasdaq First North Stockholm under the symbol “LEMSE”. Svensk Kapitalmarknadsgranskning (“SKMG”) is the Company’s Certified Adviser for the Nasdaq First North Growth Market (Stockholm) and may be contacted via email [email protected] or by phone +46 (0)8 913 008.
Reader Advisory
This news release may contain statements which constitute “forward-looking information”, including statements regarding the plans, intentions, beliefs and current expectations of the Company, its directors, or its officers with respect to the future business activities of the Company. The words “may”, “would”, “could”, “will”, “intend”, “plan”, “anticipate”, “believe”, “estimate”, “expect” and similar expressions, as they relate to the Company, or its management, are intended to identify such forward-looking statements. Investors are cautioned that any such forward-looking statements are not guarantees of future business activities and involve risks and uncertainties, and that the Company’s future business activities may differ materially from those in the forward-looking statements as a result of various factors, including, but not limited to, fluctuations in market prices, changes in the Company’s intended use of proceeds from the Private Placement, successes of the operations of the Company, continued availability of capital and financing and general economic, market or business conditions. There can be no assurances that such information will prove accurate and, therefore, readers are advised to rely on their own evaluation of such uncertainties. The Company does not assume any obligation to update any forward-looking information except as required under the applicable securities laws.
Neither the TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accept responsibility for the adequacy or accuracy of this news release.
The Australian Dollar (AUD) outperforms its major currency peers, trading 0.28% higher to near 0.7018 against the US Dollar (USD) during the European trading session on Tuesday. The antipodean gains as the market sentiment turns risk-on amid hopes that the United States (US) and Iran could stop exchanging attacks soon.
Australian Dollar Price Today The table below shows the percentage change of Australian Dollar (AUD) against listed major currencies today. Australian Dollar was the strongest against the Japanese Yen.
USDEURGBPJPYCADAUDNZDCHFUSD-0.07%-0.13%0.05%-0.06%-0.30%-0.37%-0.05%EUR0.07%-0.05%0.09%0.01%-0.20%-0.31%0.02%GBP0.13%0.05%0.17%0.07%-0.15%-0.24%0.08%JPY-0.05%-0.09%-0.17%-0.10%-0.32%-0.43%-0.09%CAD0.06%-0.01%-0.07%0.10%-0.23%-0.31%0.00%AUD0.30%0.20%0.15%0.32%0.23%-0.09%0.26%NZD0.37%0.31%0.24%0.43%0.31%0.09%0.32%CHF0.05%-0.02%-0.08%0.09%-0.01%-0.26%-0.32% The heat map shows percentage changes of major currencies against each other. The base currency is picked from the left column, while the quote currency is picked from the top row. For example, if you pick the Australian Dollar from the left column and move along the horizontal line to the US Dollar, the percentage change displayed in the box will represent AUD (base)/USD (quote).
In the European trade, S&P 500 futures are 0.45% higher to near 7,477, reflecting an upbeat market mood. The US Dollar Index (DXY), which tracks the Greenback’s value against six major currencies, trades 0.11% lower to near 100.89, signifying diminishing appeal of safe-haven assets.
On Monday, Iran confirmed receiving a proposal from mediators stating a 10-day cessation of strikes to find ways to revive the interim deal.
On the domestic front, investors await the employment data for June, which will be released on Thursday. Australian labor market report is expected to show that the economy created 15K fresh jobs, lower than 40.3K in May. The Unemployment Rate is seen remaining steady at 4.4%.
This week, investors will also focus on the preliminary Australia and the US private sector Purchasing Managers’ Index (PMI) data for July, which will be released on Friday.
AUD/USD technical analysis
AUD/USD trades higher at around 0.7016, maintaining a constructive near-term tone as spot remains above the 20-day exponential moving average (EMA) at 0.6975, hinting at emerging underlying demand after the recent recovery. Momentum is supportive, with the Relative Strength Index (14) advancing to 55.8, suggesting bullish pressure is building without yet reaching overbought territory.
On the downside, immediate support is seen at the 20-day EMA at 0.6975, followed by the June 30 low at 0.6865. Looking up, the pair could extend its recovery towards 0.7100.
(The technical analysis of this story was written with the help of an AI tool. Know more.)
Economic Indicator Employment Change s.a. The Employment Change released by the Australian Bureau of Statistics is a measure of the change in the number of employed people in Australia. The statistic is adjusted to remove the influence of seasonal trends. Generally speaking, a rise in Employment Change has positive implications for consumer spending, stimulates economic growth, and is bullish for the Australian Dollar (AUD). A low reading, on the other hand, is seen as bearish.
Německý index DAX otevírá úterní obchodování v mírně kladných hodnotách. Růst o 1,7 % si připisují akcie Daimler Truck Holding, když analytik z Kepler Cheuvreux změnil investiční doporučení z „reduce“ na „buy“.
Index DAX +0,12 % na 24876,12 b. Nejsilnější akcie Změna Nejslabší akcie Změna Infineon Technologies (IFX) +2,2 % Qiagen (QIA) -2,0 % Daimler Truck Holding AG (DTG) +1,7 % Siemens Healthineers (SHL) -1,7 % Rheinmetall AG (RHM) +1,2 % Scout24 SE (G24) -1,3 % Deutsche Post AG (DHL) +1,0 % Merck (MRK) -1,1 % Fresenius Medical Care (FME) +0,9 % Brenntag (BNR) -0,9 % Zdroj: Bloomberg
Jakub Němec
Fio banka, a.s.
Prohlášení
Související odkazy DAX uzavírá čtvrtek v záporu, Rheimetall reportoval kvartální čísla Shrnutí kvartálních výsledků z indexu DAX Frankfurtská burza v úvodu čtvrtečního obchodování mírně posiluje Frankfurtská burza druhou seanci v řadě posílila, Daimler Truck vybuduje v Chebu nový závod Frankfurtská burza otevírá seanci v záporném teritoriu
MAA's balance sheet is strong (low secured debt ratio ~2%, "A3" overall credit rating), but all three instruments are currently unattractive. MAA's asset yield is 10.33%, the asset coverage ratio is 211%, and the market-adjusted asset yield stands at 5.63%. MAA.PR.I preferred shares trade above par with a negative yield to worst, prompting a clear 'sell' recommendation until yields exceed 5%.
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Risk Warning: Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. Before deciding to trade foreign exchange, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may sustain a loss of some or all of your investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts. Orbex Global does not offer its services to residents of certain jurisdictions such as Mauritius, USA, and North Korea.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of ASTS either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
Pražská burza, měřená indexem PX, v úvodu dnešního obchodování nepatrně roste.
Daří se akciím Primoco (+3,47 %), Photon Energy (+0,92 %) a Doosan Škoda Power (+0,82 %). Ztrácejí akcie Moneta (-1,21 %), ČEZ (-0,15 %) a CSG (-0,23 %).
LONDON--(BUSINESS WIRE)--Planet Labs UK, a leading provider of daily data and insights about change on Earth, today announced the opening of its new office in central London. It marks a significant milestone in Planet's commitment to the United Kingdom as a critical partner within the high-growth space economy. The office will serve as a national hub for AI and analytics partnerships, placing Planet at the epicentre of Britain's leading commercial technology sector. This strategic location, ste.
Jito [JTO] climbed 11.59% over the previous 24 hours to $0.6087 as of writing, while its market capitalization reached $304.67 million as investor interest strengthened. Trading activity also accelerated, with daily volume surging 142.17%, indicating that buyers returned aggressively after recent weakness.
The rally followed growing optimism surrounding JIP-38, a proposal that established Jito as a token-centric network by directing 100% of the Jito DAO’s revenue share from JTX Trade toward programmatic JTO buybacks and burns for at least one year.
Positive sentiment surrounding Solana’s [SOL] institutional adoption and capital rotation into Solana ecosystem tokens further supported the move. As a result, market participants increasingly viewed the proposal as a long-term value driver rather than a short-lived catalyst.
JTO’s leveraged traders return Derivatives traders also increased their exposure as Open Interest (OI) rose 14.53% to $52.05 million at press time, during the rally. The increase suggested that fresh positions entered the market instead of existing contracts simply closing.
Rising OI alongside double-digit price gains often reflected stronger market conviction because both spot and futures participants committed additional capital.
Unlike rallies driven by declining derivatives exposure, JTO‘s advance attracted broader participation across multiple trading segments. The combination suggested traders expected the bullish narrative surrounding JIP-38 to continue influencing price action.
However, expanding leveraged exposure also increased the probability of sharper volatility should sentiment reverse or profit-taking accelerate after the recent advance.
Source: CoinGlass Buyers maintained control across spot markets Spot market activity also favored buyers throughout the latest recovery.
At the time of writing, the 90-day Futures Taker CVD remained buy dominant, showing that aggressive market buyers consistently absorbed available sell orders. The behavior aligned with the sharp increase in trading volume, which expanded 142.17% over the previous day.
Stronger buying pressure supported the price recovery instead of allowing sellers to regain control after recent weakness.
In addition, the sustained demand complemented improving sentiment surrounding Jito’s revised tokenomics and the broader Solana ecosystem. Although buyers held the advantage, continued demand would remain necessary to absorb future profit-taking as speculative participation increased across both spot and derivatives markets.
Source: CryptoQuant Can JTO reclaim $0.80 next? JTO rebounded from the $0.5332 support area after breaking below its broader ascending channel earlier.
Buyers pushed the token back toward $0.6500, which now represented the nearest resistance before a possible move toward $0.8000. The Directional Movement Index (DMI) also reflected improving conditions.
At press time, the +DI stood at 21.23, remaining above the -DI at 20.56, while the ADX measured 19.43, suggesting bullish strength had started improving but remained below the threshold associated with a strong trend.
If buyers reclaimed $0.6500, the chart suggested a retest of $0.8000 could follow. However, failure to hold above $0.5332 would likely expose JTO to another test of the $0.4054 support level.
Source: TradingView Conclusively, JTO’s rally reflected improving fundamentals, stronger buying pressure, and increasing trader participation rather than a purely speculative bounce.
If buyers continue defending support and overcome the $0.6500 barrier, the token could challenge $0.8000 in the sessions ahead. However, weakening demand would likely delay that recovery and shift attention back toward the $0.5332 support zone.
Final Summary JTO’s rally gained support from stronger buying activity and growing confidence after the JIP-38 proposal. Rising Open Interest and steady spot demand kept bullish pressure intact, though $0.6500 remains the next key hurdle.
Bitmine owns 4.8% of the total ETH coin supply of 120.7 million
Bitmine is 96% of the way to the 'Alchemy of 5%' in just 12 months
Bitmine repurchased 5.5 million common stock in the past week, authorized under the previously announced $4 billion share repurchase program
Bitmine was added to the Russell 1000 Large-cap index on June 26, 2026
Bitmine's Series A Preferred Stock is trading on the NYSE under the symbol BMNP
Bitmine has 4,917,189 staked ETH, representing $9.2 billion at $1,879 per ETH. MAVAN (Made in America VAlidator Network) is a premier Ethereum staking destination for BMNR and institutional investors
Bitmine owns $58 million of Eightco (NASDAQ: ORBS), now one of the only publicly listed equities in the world to provide investors indirect exposure to OpenAI
Bitmine Crypto + Total Cash Holdings & Marketable Securities + "Moonshots" total $11.5 billion, including 5.78 million ETH tokens, total cash & marketable securities of $385 million, and other crypto holdings
Bitmine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support Bitmine's goal of acquiring 5% of ETH
, /PRNewswire/ -- (NYSE: BMNR) Bitmine Immersion Technologies, Inc. ("Bitmine" or the "Company") a Bitcoin and Ethereum Network company with a focus on the accumulation of crypto for long term investment, today announced Bitmine crypto + total cash & marketable securities + "moonshots" holdings totaling $11.5 billion.
Bitmine Weekly Update
STAKING: BMNR now staking over 4.9 million ETH as of July 19, 2026
ALCHEMY OF 5%: BMNR ranked #187 by 5D avg daily $ volume As of July 19, 2026 at 8:30pm ET, the Company's crypto holdings are comprised of 5,777,468 ETH at $1,879 per ETH (per CoinbaseNASDAQ: COIN), 207 Bitcoin (BTC), $180 million stake in Beast Industries, $58 million stake in Eightco Holdings (NASDAQ: ORBS) ("moonshots") and total cash & marketable securities of $385 million. Bitmine's ETH holdings are 4.8% of the ETH supply (of 120.7 million ETH).
"Bitmine repurchased approximately 5.5 million shares of common stock in the past week at an average price of $15.6156. We view the purchase of our common shares as accretive to shareholder value," stated Thomas "Tom" Lee, Chairman of Bitmine.
Bitmine executed the 5.5 million common stock buyback under the previously authorized $4 billion share repurchase program.
"Over the past week, we acquired 7,430 ETH. The reduced pace of buys reflects that Bitmine repurchased 5.5 million common shares. Bitmine has bought ETH every week since the inception of the ETH Treasury Strategy on June 30, 2025," stated Lee.
On July 16, 2026, Bitmine released the latest Chairman's Message (link here) for July 2026. The title of the Message is "ETH is the cure for the Uncanny Valley of Wealth."
Earlier in 2026, Bitmine launched MAVAN (the Made in American VAlidator Network), the institutional grade staking platform. While MAVAN was originally developed to support Bitmine's own Ethereum treasury, MAVAN intends to expand to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure. A portion of Bitmine's ETH is already staked on the MAVAN platform.
As of July 19, 2026, Bitmine total staked ETH stands at 4,917,189 ($9.2 billion at $1,879 per ETH). "Bitmine has staked more ETH than other entities in the world. At scale (when Bitmine's ETH is fully staked by MAVAN and its staking partners), the projected ETH staking reward is $290 million on an annualized basis (using 2.67% 7-day BMNR yield)," stated Lee.
"Annualized staking revenues are now projected at $247 million. And this 4.9 million ETH is 85% of the 5.78 million ETH held by Bitmine. Bitmine's own staking operations generated a 7-day yield of 2.67% (annualized)," continued Lee.
Bitmine's crypto holdings reign as the #1 Ethereum treasury and #2 global treasury, behind Strategy Inc., which reportedly owns 843,775 BTC valued at approximately $55 billion. Bitmine remains the largest ETH treasury in the world.
Bitmine is one of the most widely traded stocks in the US. According to data from Fundstrat, the stock has traded average daily dollar volume of $579 million (5-day average, as of July 17, 2026), ranking #187 in the US, behind AirBnB (rank #186) and ahead of Fastenal (rank #188) among 5,704 US-listed stocks (statista.com and Fundstrat research).
Bitmine management believes the GENIUS Act and Securities and Exchange Commission's (the "SEC") Project Crypto are as transformational to financial services in 2025 as US action on August 15, 1971 ending Bretton Woods and the USD on the gold standard 54 years ago. This 1971 event was the catalyst for the modernization of Wall Street, creating the iconic Wall Street titans and financial and payment rails of today. These proved to be better investments than gold.
The Chairman's message can be found here:
https://www.Bitminetech.io/chairmans-message
The Fiscal Full Year 2025 Earnings presentation and corporate presentation can be found here: https://Bitminetech.io/investor-relations/
To stay informed, please sign up at: https://Bitminetech.io/contact-us/
About Bitmine
Bitmine (NYSE: BMNR) is a Bitcoin miner with operations in the US. The company is deploying its excess capital to be the leading Ethereum Treasury company in the world, implementing an innovative digital asset strategy for institutional investors and public market participants. Guided by its philosophy of "the alchemy of 5%," the Company is committed to ETH as its primary treasury reserve asset, leveraging native protocol-level activities including staking and decentralized finance mechanisms. The Company launched MAVAN (Made-in America VAlidator Network), a dedicated staking infrastructure for Bitmine assets, in 2026.
For additional details, follow on X:
https://x.com/bitmnr
https://x.com/fundstrat
Forward Looking Statements
This press release contains statements that constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The statements in this press release that are not purely historical are forward-looking statements which involve risks and uncertainties. These forward-looking statements can be identified by terms such as "expects," "projects," "projected," "intends," "believes," "anticipates," "estimates," and similar expressions. This document specifically contains forward-looking statements regarding: (i) the Company's goals regarding ETH acquisition, including the "Alchemy of 5%" initiative and the statement that Bitmine is 96% of the way to this goal; (ii) the Company's digital asset accumulation strategy and staking operations, including the statement that Bitmine has 4,917,189 staked ETH representing $9.2 billion, projected annualized ETH staking rewards of approximately $290 million (when Bitmine's ETH is fully staked by MAVAN and its staking partners), and current projected annualized staking revenues of approximately $247 million; (iii) MAVAN's intended expansion to serve institutional investors, custodians, and ecosystem partners seeking best-in-class staking infrastructure; (iv) the Company's continued commitment to acquire ETH weekly under its ETH Treasury Strategy; (v) management's belief that the GENIUS Act and SEC Project Crypto are as transformational to financial services as US action on August 15, 1971 ending Bretton Woods and the USD gold standard; (vi) expectations regarding the $4 billion share repurchase program and its accretive value to shareholders; (vii) statements regarding the Company's investment in Eightco Holdings as providing indirect exposure to OpenAI; and (viii) the future growth and advancement of the Company's Ethereum treasury strategy. In evaluating these forward-looking statements, you should consider various factors, including: Bitmine's ability to keep pace with new technology and changing market needs; Bitmine's ability to finance its current business, Ethereum treasury operations, share repurchase activities, and proposed future business; the competitive environment of Bitmine's business; market conditions affecting the trading price of the Company's common stock and Series A Preferred Stock; regulatory developments affecting digital assets, including the ultimate enactment and implementation of the GENIUS Act and other pending legislation and SEC initiatives; the volatility and unpredictability of digital asset prices; the performance, reliability, and security of the Company's staking operations; risks related to AI systems and their impact on cryptocurrency markets; and the future value of Bitcoin and Ethereum. Actual future performance outcomes and results may differ materially from those expressed in forward-looking statements. Forward-looking statements are subject to numerous conditions, many of which are beyond Bitmine's control, including those set forth in the Risk Factors section of Bitmine's Form 10-K filed with the SEC on November 21, 2025, as well as all other SEC filings, as amended or updated from time to time. Copies of Bitmine's filings with the SEC are available on the SEC's website at www.sec.gov. Bitmine undertakes no obligation to update these statements for revisions or changes after the date of this release, except as required by law.
Americký prezident Donald Trump oznámil nová cla na širokou škálu kanadských produktů a současně zpřísnil podmínky pro nákup strategických surovin ze zahraničí, zejména z Číny.
Článek se odemkne 21.07.2026 9:55
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21.07.2026 8:56Rozbřesk: MNB pokročí v mini-cyklu snižování úrokových sazeb 8:55Trump udeřil na Kanadu, ropa čelí novým rizikům. Trhy zároveň vyhlížejí výsledky technologických gigantů 6:06Od ropy k umělé inteligenci. Fidelity vidí v Asii rizika i nové investiční příležitosti 20.07.2026 22:04Wall Street zahájila týden opatrným růstem. Technologické akcie opět přitahují pozornost investorů 17:55Je společnost Nike „opravitelná“? 16:35PODCAST Týdenní výhled: Výdaje a cloud Alphabetu pod drobnohledem, důležitost výsledků ServiceNow 16:04Nový britský premiér Andy Burnham slíbil nový začátek. Chce vrátit stabilitu i důvěru voličů 15:09Čínský Moonshot AI míří na burzu. Jeho model Kimi K3 znovu rozvířil debatu o budoucnosti AI 12:29Netflix jako nákupní příležitost? 11:05Mírně pozitivní start týdne. V hledáčku zůstává osud polovodičů, Írán a výsledky 10:15Bitcoinová ETF hlásí druhý týden přílivu kapitálu. Trh podle investorů hledá dno 9:24Ryanairu kvůli konfliktu na Blízkém východě klesl čtvrtletní zisk o třetinu 8:58Rozbřesk: Německo se nabízí investorům. Kdo mu uvěří? 8:52Ropa nad 90 dolary a slabší výsledky Ryanairu zhoršují náladu na trzích 6:00Trump a Pelosiová sázejí na 10 stejných akcií. Prim hrají technologičtí giganti 19.07.2026 6:11Všechny dobré nápady míří do USA 18.07.2026 6:06Komoditizace umělé inteligence a ekonomika tvaru K 17.07.2026 22:01Strach z přehnaně vysokých valuací kvůli AI přinesl na Wall Street další výprodej 18:11Nebezpečné bezpečné přístavy a nesouvisející souvislost 15:27Diverzifikace mimo AI? Těchto deset akcií má podle UBS výrazný růstový potenciál
Reklama
Dnes proběhne zasedání Maďarské národní banky (MNB), od kterého společně s trhem očekáváme snížení základní úrokové sazby o dalších 25 bazických bodů na 5,75 procenta. Takový krok bude nejen v souladu s červnovým rozhodnutím, kdy centrální banka snížila sazbu na šest procent, ale i s vyjádřením guvernéra Mihálye Vargy o třístupňovém „mini-cyklu“ uvolňování měnové politiky. Agresivnější redukci sazeb tudíž nepředpokládáme, neb centrální banka nadále zdůrazňuje gradualistický přístup, potřebu kladných reálných sazeb a zachování finanční stability.
Nejsilnějším argumentem pro další snížení sazeb v Maďarsku jsou čerstvá inflační data. Spotřebitelská inflace v červnu zpomalila na 1,7 procenta, tedy pod pod spodní limit toleranční pásma pro inflační cíl MNB (2–4 %). K nižší inflaci přispěly nejen klesající ceny potravin, ale také silnější forint, který srazil dovozní ceny. Guvernér MNB Varga navíc uvedl, že kurz EUR/HUF se v posledních týdnech stabilizoval v pásmu 355–360, což podporuje domácí ekonomiku. Vnímáme to jako důležitý signál, že MNB neusiluje pouze o stabilní, ale i relativně silný forint. Pokud by však maďarská měna v příštích dnech dále oslabila, bude zajímavé sledovat, zda se nezmění tón komunikace směrem k srpnovému snížení sazeb.
Důležitou roli může sehrát také fiskální politika. Technická projekce vlády naznačila, že bez dodatečných opatření by letošní deficit mohl dosáhnout až 7,5 procenta HDP, výrazně nad předpoklady červnové prognózy MNB. Do konce srpna by vláda měla představit novou rozpočtovou strategii a konsolidační balíček. Důvěryhodná fiskální konsolidace by podpořila forint i vývoj tržních sazeb, zatímco zklamání by mohlo prostor pro další uvolňování měnové politiky rychle omezit.
Vnější prostředí se ovšem mezitím zhoršilo. Obnovené narušení dopravy v Hormuzském průlivu zvýšilo ceny energií, což je pro energeticky náročnou maďarskou ekonomiku s vysokou závislostí na dovozu ropy a plynu významné riziko. Tento faktor snižuje prostor pro agresivnější snižování sazeb, což je již vidět na krátkém konci forintové výnosové křivky.
Naším základním scénářem tak zůstává snížení sazeb MNB o 25 bazických bodů v červenci i srpnu, následované podzimní stabilitou (sazeb MNB). Maďarská inflace by pak podle našeho názoru měla do tohoto konce roku zrychlit směrem ke třem procentům a poblíž této úrovně vydržet i v roce 2027. Silná domácí poptávka, vyšší ceny energií a robustní růst reálných mezd by měly znovu vytvářet inflační tlaky zejména ve službách. Další pokles sazeb proto očekáváme až v příštím roce, za předpokladu, že fiskální konsolidace sníží rizikovou přirážku Maďarska a inflace zůstane pod kontrolou.
TRHY
Koruna
Česká koruna se posunula lehce pod 24,20 EUR/CZK, ale výraznější známky aktivity na koruně zatím nepozorujeme. Včera ji mohl sice pomoci lehký pokles cen ropy, situace na Blízkém východě se však nijak materiálně nelepší a těžko v tuto chvíli doufat v trvalejší úlevu. S určitým napětím může koruna v tomto týdnu vyčkávat na čtvrteční zasedání ECB.
Eurodolar
Eurodolar sice sleduje ceny ropy, ale ty jej prozatím nevybídly k většímu pohybu. Cena ropy se přitom včera vrátila pod 90 USD za barel na základě spekulací, že začnou rozhovory mezi USA a Íránem o novém příměří. Na druhou stranu pro ropné býky je povzbudivou zprávou, že Hútiové zahájily námořní blokádu v Rudém moři. Pokud by se stala efektivní, může z trhu dočasně zmizet až sedm milionů barelů denní produkce, která je tímto kanálem exportována.
Ropa tedy zřejmě zůstane pro trhy téma, na druhou stranu eurodolar se již bude připravovat na čtvrteční zasedání ECB.
V úterý ráno rostou zámořské futures kontrakty +0,5 %, zatímco otevření v Evropě zřejmě bude nevýrazné poblíž nuly. Asie přes noc posílila poprvé za 4 dny, investoři se vrátili k čipům, což po nedávném výprodeji vedlo k oživení v tomto sektoru. Cena ropy klesá -1 %, Brent se obchoduje lehce nad 88 USD za barel. I když USA a Írán si „vyměňovali údery“ již desátý den po sobě. Nyní budou investoři obracet svoji pozornost na výsledky megakapitalizovaných společností, tento týden budou oznamovat kvartální čísla Tesla a Alphabet. Novartis vykázala v minulém čtvrtletí vyšší než očekávaný zisk, což signalizuje návrat k růstu. Praha včera vstoupila do nového týdne mírným růstem, index PX přidal +0,3 % na 2592 bodů. Silnější závěr s komoditami předvedl ČEZ (1310 Kč, +0,8 %). Z bank si vedla nejlépe Moneta (+0,9 %), u zbrojařů klesal COLT CZ (-1 %), naopak posílilo CSG (+1,2 %). Dnes čekáme klidnější vývoj v prázdninovém tempu.
Palantir Technologies (PLTR +2.06%) and Sandisk (SNDK +2.67%) are two incredibly popular artificial intelligence (AI) stocks. However, Wall Street is looking at them differently right now.
Palantir was a poster child stock for AI for years, and it gained 1,800% from 2019 through 2025. Sandisk wasn't publicly traded as a separate company during most of the AI era, until February 2025, when it was spun off from Western Digital. Since then, it has gained an astounding 3,800%.
Both of these companies are reporting incredible growth, but while Sandisk stock soared after its latest earnings report, Palantir stock dropped. Here's why.
Image source: Sandisk.
Why Palantir stock dropped Palantir has many qualities that have made it an outstanding company and a fantastic stock to own over the past few years. It has a proprietary AI platform that unifies information from disparate silos for government and commercial clients, providing data analysis and insights, and helping leaders make informed, data-driven decisions.
There are several ways Palantir goes beyond being another AI platform. It sends in trained specialists to work with clients, and helps them embed the platform throughout their organizations. Between its long-term contracts with clients and its success at deeply integrating itself within their operations, it has erected a high barrier to entry for potential rivals.
Today's Change
(
2.06
%) $
2.72
Current Price
$
135.10
It attracts new business all the time from clients eager to get the most out of their own data, and it continues to demonstrate robust growth. In the first quarter, Palantir's revenue increased 85% year over year, with a 104% increase in U.S. commercial businesses. Total contract value increased 61%, and adjusted operating margin was 60%.
However, Palantir has been one of the most visible victims of the market's revolt against software-as-a-service (SaaS) stocks.
The chief concern is that AI agents can be built to perform many of the tasks SaaS companies handle. This technology is poised to become widely used, and as a result, investors are worried that Palantir's moat isn't quite as durable as it once appeared.
Palantir is also priced for perfection, making a share price drop almost inevitable. Its P/E ratio topped 600 last year; it's nearly impossible for any stock to sustain that kind of valuation for an extended period of time.
Why Sandisk stock is flying Sandisk, on the other hand, operates in a different part of the AI space. It's one of the only companies that makes NAND flash memory, which is critical for data centers, and it has been able to raise the prices it charges because the entire memory market is in the midst of a period of high demand and short supply.
"NAND flash is emerging as the only economically viable solution to deliver the capacity, performance, and efficiency required to keep models accessible for real-time inference at scale," said CEO David Goeckeler.
It also recently changed its business model, locking large clients into long-term contracts. That move will help add stability and steadiness to what has historically been a highly cyclical, boom-and-bust business.
Today's Change
(
2.67
%) $
36.13
Current Price
$
1,390.95
In Sandisk's fiscal 2026 third quarter (which ended April 3), revenue increased 251% year over year, and 97% sequentially. While the company is reporting growth in all of its segments, those fantastic results were driven primarily by the data center segment, where revenue increased 233% sequentially.
Sandisk is also highly profitable, and it has become more so as the memory shortage becomes more intense and its products grow more expensive. Operating income increased from just $2 million in the prior-year period to $4.2 billion in the fiscal third quarter.
Although Sandisk stock soared after its May 7 earnings report, it also started to drop in late June after it reached a lofty valuation of around 80 times earnings. It has since fallen back to a P/E ratio of about 47, and given back the lion's share of that post-earnings surge.
That means it's well-positioned to jump again if the company continues to report unceasing demand when it releases its fiscal fourth-quarter results on Aug. 5. By contrast, Palantir still has a lot to prove, trading at 149 times trailing-12-month earnings.
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.
SPCX 46% Below Its HighIn a post on X on Monday, the investor shared his take on AI stocks’ decline and the emergence of Chinese competitors. “More air is coming out of the AI bubble as Moonshot AI’s Kimi K3 intensifies low-cost Chinese competition,” Schiff said in the post.
The investor then outlined SpaceX’s recent decline, saying that the commercial space flight giant’s stock was trading at $121/share when he made the post, which was “almost 11% below its IPO price and more than 46% below its high.” Schiff then said that AI was not a bubble, but “AI stocks” were. “The bubble has likely already popped,” the investor said.
In the same thread, Schiff commented on SPCX declining further. “SpaceX closed under $120, near the low of the day,” he said, which was more than 11% below the IPO price of $135/share, according to the investor. “The chart is not looking good,” Schiff said.
Bearish Outlooks on SpaceXWhitney Tilson, a former hedge fund manager, expressed bearish sentiments on the company’s stock, saying that SpaceX was still trading “at 92 times trailing revenues,” which was “nearly 10 times overvalued,” he said in a newsletter.
According to Benzinga Edge Rankings, SpaceX fails to provide a favorable price trend in the Short, Medium and Long term.
Price Action: SpaceX shares were up 0.38% at $120.30 during the after-hours trading on Monday.
Check out more of Benzinga’s Future Of Mobility coverage by following this link.
Photo courtesy: Thrive Studios ID via Shutterstock
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