Cipher Digital Inc. (CIFR - Free Report) closed the most recent trading day at $25.68, moving -2.06% from the previous trading session. The stock trailed the S&P 500, which registered a daily loss of 0.01%. Elsewhere, the Dow gained 0.14%, while the tech-heavy Nasdaq lost 0.46%.
The company's shares have seen an increase of 4.21% over the last month, surpassing the Business Services sector's loss of 1.21% and the S&P 500's loss of 1.4%.
Investors will be eagerly watching for the performance of Cipher Digital Inc. in its upcoming earnings disclosure. The company is expected to report EPS of -$0.24, down 100% from the prior-year quarter. In the meantime, our current consensus estimate forecasts the revenue to be $29.79 million, indicating a 31.62% decline compared to the corresponding quarter of the prior year.
Regarding the entire year, the Zacks Consensus Estimates forecast earnings of -$0.8 per share and revenue of $232.16 million, indicating changes of +62.79% and +3.67%, respectively, compared to the previous year.
Investors might also notice recent changes to analyst estimates for Cipher Digital Inc. These revisions typically reflect the latest short-term business trends, which can change frequently. Therefore, positive revisions in estimates convey analysts' confidence in the business performance and profit potential.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. To utilize this, we have created the Zacks Rank, a proprietary model that integrates these estimate changes and provides a functional rating system.
The Zacks Rank system, which varies between #1 (Strong Buy) and #5 (Strong Sell), carries an impressive track record of exceeding expectations, confirmed by external audits, with stocks at #1 delivering an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate has remained steady. As of now, Cipher Digital Inc. holds a Zacks Rank of #3 (Hold).
The Technology Services industry is part of the Business Services sector. This industry currently has a Zacks Industry Rank of 162, which puts it in the bottom 34% of all 250+ industries.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Keep in mind to rely on Zacks.com to watch all these stock-impacting metrics, and more, in the succeeding trading sessions.
Albertsons has launched a new integration with commerce intelligence platform Criteo.
The partnership, announced Thursday (June 25) by the grocery giant’s retail media arm Albertsons Media Collective, is designed to bring product discovery into Albertsons artificial intelligence-powered conversational search.
“As customers increasingly turn to AI-driven tools for inspiration and guidance, Albertsons Media Collective is helping brands participate in key planning and shopping moments that are closer to purchase,” the company said in a news release. “The integration modernizes the app search experience by surfacing ads naturally within conversational discovery.”
With Criteo, eligible sponsored products can appear inside AI-powered conversational search product carousels, directing customers to relevant items while offering advertisers a natural way to appear within the shopping journey, the release added.
“As shoppers use AI and conversational experiences to explore options, brands have an opportunity to put customers first by connecting them to the right products in the moments that matter, meeting their needs with relevance while making retail media feel effortless and organic,” said Jill Pavlovich, Albertsons senior vice president for digital customer experience.
“This integration is about creating retail media that helps customers along their shopping journey, showing up in ways that are useful and additive to their experience, while giving advertisers a new path to engage closer to the moment of purchase.”
The new partnership is the latest example of Albertsons’ embrace of AI. The company last month launched Intelligent Quality Control, a tool for the chain’s distribution centers designed to visually inspect grapes and berries to determine if they are still fresh.
“Produce quality inspection has always been a human problem with a human-shaped flaw,” PYMNTS wrote. “The same item might grade differently depending on the inspector, the shift, the warehouse or the hour. Across a network like Albertsons’ 22 distribution centers and 2,244 stores, small inconsistencies can compound.”
And during an earnings call at the start of the year, Albertsons said that its Ask AI search capability was yielding a 10% increase in basket size for those customers using it.
Meanwhile, PYMNTS wrote earlier this year about one of the challenges facing businesses when it comes to retail media: nearly half of all retail shoppers did not notice an offer made via these channels during their most recent purchase.
“Among those who do find them, most offers require multiple steps to redeem, and only a small minority are automatically applied at checkout,” PYMNTS wrote in April. “That gap directly affects whether retail media can do what it is designed to do — which, in a nutshell, boils down to changing consumer behavior.”
Winnebago Industries, Inc. (WGO) Q3 2026 Earnings Call June 25, 2026 10:00 AM EDT
Company Participants
Joan Ondala
Michael Happe - CEO, President & Director
Bryan Hughes - SVP of Investor Relations, Finance, Information Technology and Business Development & CFO
Conference Call Participants
Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division
Tristan Thomas-Martin - BMO Capital Markets Equity Research
Bret Jordan - Jefferies LLC, Research Division
Scott Stember - ROTH Capital Partners, LLC, Research Division
Noah Zatzkin - KeyBanc Capital Markets Inc., Research Division
Brandon Rollé - Loop Capital Markets LLC, Research Division
Gerrick Johnson - Seaport Research Partners
Presentation
Operator
Welcome to the Winnebago Industries Third Quarter Fiscal 2026 Financial Results Conference Call. [Operator Instructions] Please be advised that today's conference call is being recorded. I would now like to hand the call over to Joan Ondala, Vice President, Treasury and Investor Relations. Ms. Ondala, please go ahead.
Joan Ondala
Thank you, operator. Good morning, everyone, and thank you for joining us to discuss our fiscal 2026 third quarter results. This call is being broadcast live on our website at investor.wgo.net, and an audio replay of the call will be available on our website later today. The news release with our third quarter results was issued and posted to our website earlier this morning. Please note that the earnings slide deck, which accompanies our prepared remarks, is also available in the Investors section of our website under Quarterly Results.
Turning to Slide 2. Certain statements made during today's conference call regarding Winnebago Industries and its operations may be considered forward-looking statements under securities law. The company cautions you that forward-looking statements involve a number of risks and are inherently uncertain. A number of factors, many of which are beyond the company's control, could cause the actual results to differ materially from these statements. These factors are identified
CHICAGO--(BUSINESS WIRE)--Hyatt Hotels Corporation (“Hyatt” or the “Company”) (NYSE: H) announced today that it will release second quarter 2026 financial results on Thursday, July 30, 2026, before the stock market opens, followed by a conference call at 9:00 a.m. CT.
A live webcast will be available on the Company’s Investor Relations website at investors.hyatt.com. An archive of the webcast will be available for 90 days.
Participants may also join via telephone by dialing:
U.S. Toll-Free Number: 800.715.9871
International Toll Number: 646.307.1963
Conference ID: 2303828
Participants should dial in at least 15 minutes prior to the scheduled start time.
A telephone replay will be available for one week beginning on Thursday, July 30, 2026, at 10:30 a.m. CT by dialing:
U.S. Toll-Free Number: 800.770.2030
International Toll Number: 609.800.9909
Conference ID: 2303828
About Hyatt Hotels Corporation
Hyatt Hotels Corporation, headquartered in Chicago, is a leading global hospitality company guided by its purpose – to care for people so they can be their best. As of March 31, 2026, the Company's portfolio included more than 1,500 hotels and all-inclusive properties in 83 countries across six continents. The Company's offering includes brands in the Luxury Portfolio, including Park Hyatt®, Alila®, Miraval®, Impression by Secrets, and The Unbound Collection by Hyatt®; the Lifestyle Portfolio, including Andaz®, Thompson Hotels®, The Standard®, Dream® Hotels, The StandardX®, Breathless Resorts & Spas®, JdV by Hyatt®, Bunkhouse® Hotels, and Me and All Hotels; the Inclusive Collection, including Zoëtry® Wellness & Spa Resorts, Hyatt Ziva®, Hyatt Zilara®, Secrets® Resorts & Spas, Dreams® Resorts & Spas, Hyatt Vivid® Hotels & Resorts, Bahia Principe Hotels & Resorts, Alua Hotels & Resorts®, and Sunscape® Resorts & Spas; the Classics Portfolio, including Grand Hyatt®, Hyatt Regency®, Destination by Hyatt®, Hyatt Centric®, Hyatt Vacation Club®, and Hyatt®; and the Essentials Portfolio, including Caption by Hyatt®, Unscripted by Hyatt, Hyatt Place®, Hyatt House®, Hyatt Studios®, Hyatt Select, and UrCove. Subsidiaries of the Company operate the World of Hyatt® loyalty program, ALG Vacations®, Mr & Mrs Smith, Unlimited Vacation Club®, Amstar® DMC destination management services, and Trisept Solutions® technology services. For more information, please visit www.hyatt.com.
, /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Kyndryl Holdings, Inc. (NYSE: KD) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Kyndryl Holdings misrepresented or failed to disclose that: (1) certain members of executive management engaged in systematic manipulation of the Company's free cash flow metrics through the deliberate postponement of vendor payments from one fiscal quarter to the next; (2) as a consequence thereof, Kyndryl falsely represented its reported free cash flow metrics as indicative of the quality and long-term sustainability of its earnings and revenue growth, when in reality such cash generation was contingent upon undisclosed and inherently unsustainable cash management practices; (3) the Company's procedures governing financial disclosures, its accounting methodologies, and its internal controls over financial reporting were materially inadequate and deficient; and (4) by reason of the foregoing, Kyndryl's business operations, financial condition, and prospects for achieving profitable growth were materially worse than had been publicly represented to investors.
If you currently own KD and purchased prior to August 1, 2024 please contact Sophia Anne Silayan by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
San Diego, California--(Newsfile Corp. - June 25, 2026) - The law firm of Robbins Geller Rudman & Dowd LLP announces that the FS KKR class action lawsuit – captioned Stuart v. FS KKR Capital Corp., No. 26-cv-02969 (E.D. Pa.) – seeks to represent purchasers or acquirers of FS KKR Capital Corp. (NYSE: FSK) securities and charges FS KKR as well as certain of FS KKR's executives with violations of the Securities Exchange Act of 1934.
If you suffered substantial losses and wish to serve as lead plaintiff of the FS KKR class action lawsuit, please provide your information here:
You can also contact attorneys Ken Dolitsky or Michael Albert of Robbins Geller by calling 800/851-7783 or via e-mail at [email protected]. Lead plaintiff motions for the FS KKR class action lawsuit must be filed with the court no later than Monday, July 6, 2026.
CASE ALLEGATIONS: FS KKR is a business development company specializing in investments in debt securities.
The FS KKR class action lawsuit alleges that defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (i) FS KKR overstated the effectiveness of its portfolio restructuring efforts for its nonaccrual companies; (ii) FS KKR overstated the valuation of its portfolio investments and/or overstated the effectiveness of FS KKR's portfolio valuation process; and (iii) FS KKR overstated the durability of its quarterly distribution strategy.
The FS KKR class action lawsuit further alleges that on August 6, 2025, FS KKR reported second quarter 2025 earnings, revealing that FS KKR's net asset value had declined to $21.93 per share, down $1.44, or 6.2% from the prior quarter, and the total fair value of investments fell $474 million, to $13,648 million. Moreover, FS KKR allegedly reported a loss per share of negative $0.75, down $1.18 or 274.4% from the prior quarter, and a total net realized and unrealized loss per share of negative $1.36, down $1.12 or 466.7% from the prior quarter. Further, investments on non-accrual status allegedly rose to 3.0% and 5.3% of the total investment portfolio at fair value and amortized cost, respectively, compared to 2.1% and 3.5% in the prior quarter. On this news, the price of FS KKR stock fell more than 8%, according to the complaint.
Then, on February 25, 2026, FS KKR announced fourth quarter and full year 2025 earnings, allegedly revealing net asset value had continued to decline to $20.89, down $1.10 or 5% from the prior quarter, and the total fair value of investments fell another $406 million, to $13,009 million. Moreover, FS KKR allegedly reported a loss per share of negative $0.41, down $1.17 or 153.9% from the prior quarter, and a total net realized and unrealized loss per share of negative $0.89, down $1.08 or 568.421% from the prior quarter. Further, investments on non-accrual status again rose to 3.4% and 5.5% of the total investment portfolio at fair value and amortized cost, respectively, compared to 2.9% and 5.0% in the prior quarter. FS KKR also allegedly "acknowledge[d] specific challenges" with additional companies and cut its dividend to $0.48 per share (previously $0.70). On the accompanying earnings call, FS KKR's Chief Investment Officer, was allegedly forced to acknowledge that its "recent underperformance reflects challenges in certain legacy investments" in addition to those previously discussed, including Medallia and Cubic Corp. Further, challenges ran much deeper, as FS KKR revealed issues with the identified companies only accounted for "50% of net realized and unrealized losses." On this news, the price of FS KKR stock fell more than 15%, according to the FS KKR class action lawsuit.
THE LEAD PLAINTIFF PROCESS: The Private Securities Litigation Reform Act of 1995 permits any investor who purchased or acquired FS KKR securities during the class period to seek appointment as lead plaintiff in the FS KKR class action lawsuit. A lead plaintiff is generally the movant with the greatest financial interest in the relief sought by the putative class who is also typical and adequate of the putative class. A lead plaintiff acts on behalf of all other class members in directing the FS KKR class action lawsuit. The lead plaintiff can select a law firm of its choice to litigate the FS KKR class action lawsuit. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff of the FS KKR class action lawsuit.
ABOUT ROBBINS GELLER: Robbins Geller Rudman & Dowd LLP is one of the world's leading law firms representing investors in securities fraud and shareholder rights litigation. Our Firm ranked #1 on the most recent ISS Securities Class Action Services Top 50 Report, recovering more than $916 million for investors in 2025. This marks our fourth #1 ranking in the past five years. And in those five years alone, Robbins Geller recovered $8.4 billion for investors – $3.4 billion more than any other law firm. With 200 lawyers in 10 offices, Robbins Geller is one of the largest plaintiffs' firms in the world, and the Firm's attorneys have obtained many of the largest securities class action recoveries in history, including the largest ever – $7.2 billion – in In re Enron Corp. Sec. Litig. Please visit the following page for more information:
Duolingo, Inc. (DUOL - Free Report) closed the most recent trading day at $119.94, moving -9.24% from the previous trading session. The stock's performance was behind the S&P 500's daily loss of 0.01%. On the other hand, the Dow registered a gain of 0.14%, and the technology-centric Nasdaq decreased by 0.46%.
Shares of the company have appreciated by 22.57% over the course of the past month, outperforming the Business Services sector's loss of 1.21%, and the S&P 500's loss of 1.4%.
The investment community will be closely monitoring the performance of Duolingo, Inc. in its forthcoming earnings report. On that day, Duolingo, Inc. is projected to report earnings of $0.58 per share, which would represent a year-over-year decline of 36.26%. Meanwhile, the latest consensus estimate predicts the revenue to be $296.19 million, indicating a 17.42% increase compared to the same quarter of the previous year.
For the entire fiscal year, the Zacks Consensus Estimates are projecting earnings of $2.76 per share and a revenue of $1.21 billion, representing changes of -67.79% and +16.36%, respectively, from the prior year.
It is also important to note the recent changes to analyst estimates for Duolingo, Inc. These recent revisions tend to reflect the evolving nature of short-term business trends. With this in mind, we can consider positive estimate revisions a sign of optimism about the business outlook.
Our research reveals that these estimate alterations are directly linked with the stock price performance in the near future. Investors can capitalize on this by using the Zacks Rank. This model considers these estimate changes and provides a simple, actionable rating system.
The Zacks Rank system, spanning from #1 (Strong Buy) to #5 (Strong Sell), boasts an impressive track record of outperformance, audited externally, with #1 ranked stocks yielding an average annual return of +25% since 1988. Over the past month, the Zacks Consensus EPS estimate remained stagnant. As of now, Duolingo, Inc. holds a Zacks Rank of #4 (Sell).
Looking at its valuation, Duolingo, Inc. is holding a Forward P/E ratio of 47.85. This represents a premium compared to its industry average Forward P/E of 15.61.
Also, we should mention that DUOL has a PEG ratio of 1.03. This metric is used similarly to the famous P/E ratio, but the PEG ratio also takes into account the stock's expected earnings growth rate. The Technology Services industry currently had an average PEG ratio of 1.4 as of yesterday's close.
The Technology Services industry is part of the Business Services sector. With its current Zacks Industry Rank of 162, this industry ranks in the bottom 34% of all industries, numbering over 250.
The strength of our individual industry groups is measured by the Zacks Industry Rank, which is calculated based on the average Zacks Rank of the individual stocks within these groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
To follow DUOL in the coming trading sessions, be sure to utilize Zacks.com.
, /PRNewswire/ -- Gates Industrial Corporation plc (NYSE: GTES) (the "Company" or "Gates Industrial Corporation") today announced that its shareholders have overwhelmingly voted in favor of the Company's proposals in connection with the Company's intention to change its place of incorporation from England and Wales to Bermuda (the "Redomiciliation").
Gates Industrial Corporation's shareholders voted in favor of all proposals related to the Redomiciliation at a series of shareholder meetings held earlier today. The percentage of votes in favor of each proposal voted on at the meetings was approximately 99.6% of votes cast.
"We thank our shareholders for their strong support in approving the Redomiciliation of our parent company from England and Wales to Bermuda," said Ivo Jurek, Chief Executive Officer of Gates Industrial Corporation. "The change enhances capital and strategic flexibility while sustaining strong corporate governance and reducing administrative complexity and cost."
The Company will now proceed with the relevant legal and regulatory procedures required to implement the Redomiciliation, including seeking the sanction (i.e. approval) of the UK court, and expects the effective date to be July 20, 2026. The Company will include a more detailed timeline in its Current Report on Form 8-K to be filed with the Securities and Exchange Commission ("SEC") today. However, the effective date remains subject to change and will depend on, among other things, the date on which all the conditions are satisfied or, if capable of waiver, waived.
About Gates Industrial Corporation plc
Gates is a global manufacturer of innovative, highly engineered power transmission and fluid power solutions. Gates offers a broad portfolio of products to diverse aftermarket channel customers, and to original equipment manufacturers as specified components. Gates participates in many sectors of the industrial and consumer markets. Our products play essential roles in a diverse range of applications across a wide variety of end markets ranging from harsh and hazardous industries to everyday consumer applications, including virtually every form of transportation. Our products are sold in more than 130 countries across our three commercial regions: the Americas; Europe, Middle East & Africa; Asia-Pacific. For more information, visit gates.com.
Forward-Looking Statements
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. In some cases, you can identify these forward-looking statements by the use of words such as "outlook," "believes," "expects," "potential," "continues," "may," "will," "should," "could," "seeks," "predicts," "intends," "trends," "plans," "estimates," "anticipates" or the negative version of these words or other comparable words. These statements include, but are not limited to, statements related to the Redomiciliation, including the timing of the effective time of the Redomiciliation and our expectations related to the benefits of the Redomiciliation and other initiatives. Such forward-looking statements are subject to various risks and uncertainties, including, among others, U.S. policies, actions or legislation (including the imposition of tariffs), economic, political and other risks associated with international operations (including as a result of the ongoing conflicts in the Middle East and their impact on supply chains, such as reduced availability of certain of our production materials and increased supply costs, and economic conditions), availability of raw materials or other manufacturing inputs at favorable prices in sufficient quantities, or at a given time, changes in our relationships with, or the financial condition, performance, purchasing power or inventory levels of, of key channel partners, dependence on the continued operation of our manufacturing facilities, supply chains, distribution systems and information technology systems, our ability to forecast demand or meet significant increases in demand and market acceptance of new product introductions and innovations. Additional factors that could cause the Company's results to differ materially from those described in the forward-looking statements can be found under the section entitled "Risk Factors" of the Company's Annual Report on Form 10-K for the fiscal year ended December 31, 2025, filed with the SEC, as such factors may be updated from time to time in the Company's periodic filings with the SEC, which are accessible on the SEC's website at www.sec.gov. Accordingly, there are or will be important factors that could cause actual outcomes or results to differ materially from those indicated in these statements. These factors should not be construed as exhaustive and should be read in conjunction with the other cautionary statements that are included in the Company's filings with the SEC. The Company undertakes no obligation to publicly update or review any forward-looking statement, whether as a result of new information, future developments or otherwise, except as required by law.
ON Semiconductor said Synaptics's AI compute platform, human-machine interface technology, and connectivity solutions would help it meet demand for increasingly capable AI solutions that can interact with the physical world.
ON stock is down after the bell. See the chart and price action here. Deal DetailsON Semi will acquire Synaptics in an all-stock transaction, representing a total enterprise value of approximately $7 billion. The transaction value reflects a fixed exchange ratio of 1.350 shares of ON Semi common stock for each Synaptics share and represents an approximately 19% premium to the volume-weighted average closing prices of ON Semi and Synaptics over the past 10 trading days.
The companies stated the combination would expand ON Semi’s capabilities across AI infrastructure and extend into edge-based applications.
The combined entity is expected to address additional end markets, including autonomous driving, robotics and augmented and virtual reality.
Financially, the companies stated the transaction is expected to be accretive to non-GAAP earnings per share within 18 months of closing, with anticipated annual synergies of approximately $200 million.
Under the terms of the agreement, Synaptics shareholders will receive 1.350 shares of ON Semi common stock for each Synaptics share held at closing.
This exchange ratio implies that Synaptics shareholders will own approximately 12% of the combined company on a fully diluted basis. The boards of directors of both companies have unanimously approved the transaction and one Synaptics board member is expected to join the ON Semi board following closing.
Price ActionON Semi shares moved lower on the news, while Synaptics climbed in after-hours trading following the announcement.
ON, SYNA Stock Price Activity: ON Semiconductor stock was down 7.61% at $109.70 and Synaptics stock climbed 11.45% to $142 during after-hours trading on Thursday, according to Benzinga Pro.
Photo: Shutterstock
This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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On Semiconductor has agreed to buy Synaptics in a nearly $7 billion all-stock deal to bolster its push into physical artificial intelligence technology.
The Arizona-based company said the deal will give its total addressable market a $30 billion boost to $243 billion by 2030 and strengthen its intelligence systems portfolio. It's also the company's largest deal to date.
Shares of On Semi fell about 6% after the bell, while Synaptics rallied about 13%.
"This transaction would add immediate connected compute capabilities, expand our software and ecosystem reach and position onsemi to deliver greater value as customers increasingly seek intelligent systems," said On Semiconductor CEO Hassane El-Khoury.
Technology companies are hitting acquisition mode as they race to strengthen their AI capabilities.
Qualcomm this week snapped up infrastructure startup Modular to beef up its software capabilities. This month, Salesforce said it will buy AI customer service platform Fin for about $3.6 billion.
The On Semi-Synaptics deal is expected to close in the middle of 2027. As part of the acquistion Synaptics shareholders will receive 1.350 shares of On Semiconductor's common stock per share held.
On Semi will also add a Synaptics board member.
On Semiconductor is a major producer of silicon carbide and is widely known for its power and sensing solutions for the automotive and electric vehicle industries.
Tune in at 9:45 a.m. ET on Friday as On Semi CEO Hassane El-Khoury joins CNBC TV to discuss the deal. Watch in real time on CNBC+ or the CNBC Pro stream.
Read more CNBC tech newsAmazon's Zoox unveils redesigned robotaxi ahead of upcoming expansionOpenAI unveils first chip as part of Broadcom deal in effort to 'build the full stack'South Korean chipmaker SK Hynix plans to raise $29 billion via Nasdaq listing as soon as July 10Alphabet added to Dow Jones Industrial Average, replacing Verizon
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders.
The proposed transaction may contain terms that could limit superior competing offers.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
NEW YORK--(BUSINESS WIRE)--Halper Sadeh LLC, an investor rights law firm, is investigating the sale of Synaptics Incorporated (NASDAQ: SYNA) to onsemi for 1.350 shares of onsemi common stock for each Synaptics share.
Halper Sadeh encourages Synaptics shareholders to click here to learn more about their rights and options or contact Daniel Sadeh or Zachary Halper free of charge at (212) 763-0060 or [email protected] or [email protected].
The investigation concerns whether Synaptics and its board of directors violated the federal securities laws and/or breached their fiduciary duties by failing to: (1) obtain the best possible price for Synaptics shareholders; (2) conduct a fair sales process free of any conflicts of interests; and (3) disclose all material information for Synaptics shareholders to evaluate the transaction.
On behalf of shareholders, Halper Sadeh LLC may seek increased consideration, additional disclosures, or other relief and benefits.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Dallas, TX, June 25, 2026 (GLOBE NEWSWIRE) -- BJ’s Wholesale Club is deepening its investment in the Dallas-Fort Worth community through a comprehensive partnership with the North Texas Food Bank (NTFB). With a total FY26 commitment of more than $182,000, BJ’s is supporting both immediate hunger‑relief needs and long‑term capacity building to ensure families across North Texas have consistent access to nutritious food.
BJ’s investment will help provide more than 345,000 meals for children, families, and seniors, while also strengthening the local feeding network in communities surrounding new BJ’s locations, including Grand Prairie, Waxahachie, and Forney.
“BJ’s has a long-standing commitment to nourishing the communities where we live and work, and we are proud to continue our journey in the Dallas-Fort Worth area by supporting the North Texas Food Bank and its partners,” said Kirk Saville, Head of Corporate Communications, BJ’s Wholesale Club. “As we grow our footprint, we’re growing our community impact—taking care of the families who depend on us and helping ensure our neighbors have reliable access to nutritious food.”
BJ’s FY26 support includes:
$98,700 to NTFB’s Emergency Aid Grant Program, providing flexible, rapid response funding to partner agencies facing unexpected challenges. This includes support for Waxahachie C.A.R.E. Services as they rebuild capacity and stabilize operations.$25,000 to Feeding Families, helping NTFB expand programming to meet at least 80% of the need in ZIP codes closest to BJ’s store locations.$25,000 as a matching sponsor for NTFB’s Volunteer‑A‑Thon on North Texas Giving Day, inspiring community participation and unlocking an additional 75,000 meals.$33,400 to support NTFB’s Hope for Tomorrow Grant Program, including recognition of the grant awarded to the Flanagan Foundation in Grand Prairie. In addition, BJ’s has made direct capacity‑building investments to NTFB partner agencies, including $40,000 to Grand Prairie United Charities, $40,000 to Waxahachie C.A.R.E. Services, and $25,000 to the Forney Food Pantry.
As part of the partnership, BJ’s clubs across North Texas will participate in NTFB’s food rescue program, a coordinated effort that captures high‑quality surplus food before it goes to waste. Each day, BJ’s team members identify items such as produce, meat, dairy, and bakery goods for donation. These items are then picked up by NTFB partner agencies or transported through NTFB’s logistics network, ensuring the food reaches local pantries quickly and safely. This program reduces food waste while increasing access to fresh, nutritious options for neighbors experiencing food insecurity.
“We are thrilled to welcome BJ’s Wholesale Club to North Texas and deeply grateful for their early and meaningful investment in our community,” said Trisha Cunningham, President and CEO of the North Texas Food Bank. “BJ’s support, through financial contributions, capacity‑building grants, and daily food rescue, helps ensure our partner agencies remain strong and that families across the region have consistent access to the nutritious food they need to thrive.”
BJ’s partnership with NTFB builds on more than 15 years of collaboration with Feeding America and its network of food banks, through which BJ’s has helped provide more than 165 million meals nationwide.
As BJ’s continues to grow its presence in Texas, including its recent club opening in Grand Prairie and additional locations planned for FY26, the company remains committed to expanding its community footprint alongside its store footprint.
For more information about the North Texas Food Bank or to support hunger‑relief efforts, visit NTFB.org.
About the North Texas Food Bank
The North Texas Food Bank (NTFB) is a leading nonprofit organization that fights hunger and provides children, seniors and families in North Texas access to nutritious food. For over 40 years, we have been at the forefront of hunger relief, committed to ensuring that no one in our community lacks access to healthy food. Our extensive network of 500 food pantries and organizations, volunteers, and donors enables us to deliver more than 118 million physical meals annually to those in need. Beyond just addressing hunger, we focus on nourishing lives by offering nutrition education, investing in our network partners, innovating solutions to eliminate hunger and advocating for policies that tackle the root causes of food insecurity.
Our dedication to excellence is reflected in our 4-star rating from Charity Navigator, highlighting our strong governance, integrity, and financial stability. As a proud member of Feeding America, the nation's largest hunger relief network, we are committed to ensuring everyone in North Texas has the nourishment needed to lead a healthy and fulfilling life. For more information, visit http://www.ntfb.org/ or connect with us on social media @NorthTexasFoodBank.
About BJ's Wholesale Club Holdings, Inc.
BJ’s Wholesale Club Holdings, Inc. (NYSE: BJ) is a leading operator of membership warehouse clubs focused on delivering significant value to its members and serving a shared purpose: “We take care of the families who depend on us.” The company provides a wide assortment of fresh foods, produce, a full-service deli, fresh bakery, household essentials, various exclusive offerings, gas and more to deliver unbeatable value to smart-saving families. Headquartered in Marlborough, Massachusetts, the company pioneered the warehouse club model in New England in 1984 and currently operates 267 clubs and 205 BJ's Gas® locations in 22 states. For more information, please visit us at BJs.com or on Facebook, or Instagram.
BJ’s Wholesale Club Partners with North Texas Food Bank to Expand Food Access and Strengthen Hunger Relief Efforts Across North Texas BJ's Wholesale Club Supports Grand Prairie United Charities
BJ’s Wholesale Club Partners with North Texas Food Bank to Expand Food Access and Strengthen Hunger ... BJ’s investment will help provide more than 345,000 meals and strengthen the hunger relief network a... BJ's Wholesale Club Supports Grand Prairie United Charities BJ’s Wholesale Club invests in Grand Prairie United Charities with funding for a cargo van to expand...
In the latest close session, Sterling Infrastructure (STRL - Free Report) was up +1.8% at $882.88. The stock outperformed the S&P 500, which registered a daily loss of 0.01%. Meanwhile, the Dow gained 0.14%, and the Nasdaq, a tech-heavy index, lost 0.46%.
The civil construction company's shares have seen an increase of 10.88% over the last month, surpassing the Construction sector's gain of 8.59% and the S&P 500's loss of 1.4%.
The upcoming earnings release of Sterling Infrastructure will be of great interest to investors. The company's earnings per share (EPS) are projected to be $4.78, reflecting a 77.7% increase from the same quarter last year. At the same time, our most recent consensus estimate is projecting a revenue of $1.07 billion, reflecting a 74.03% rise from the equivalent quarter last year.
For the full year, the Zacks Consensus Estimates project earnings of $17.44 per share and a revenue of $3.96 billion, demonstrating changes of +60.29% and +59.15%, respectively, from the preceding year.
Any recent changes to analyst estimates for Sterling Infrastructure should also be noted by investors. These recent revisions tend to reflect the evolving nature of short-term business trends. As a result, upbeat changes in estimates indicate analysts' favorable outlook on the business health and profitability.
Our research suggests that these changes in estimates have a direct relationship with upcoming stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model.
The Zacks Rank system, running from #1 (Strong Buy) to #5 (Strong Sell), holds an admirable track record of superior performance, independently audited, with #1 stocks contributing an average annual return of +25% since 1988. Within the past 30 days, our consensus EPS projection has moved 2.89% higher. Sterling Infrastructure currently has a Zacks Rank of #1 (Strong Buy).
Looking at valuation, Sterling Infrastructure is presently trading at a Forward P/E ratio of 49.72. This denotes a premium relative to the industry average Forward P/E of 37.5.
We can additionally observe that STRL currently boasts a PEG ratio of 3.31. The PEG ratio is akin to the commonly utilized P/E ratio, but this measure also incorporates the company's anticipated earnings growth rate. The Engineering - R and D Services industry currently had an average PEG ratio of 1.97 as of yesterday's close.
The Engineering - R and D Services industry is part of the Construction sector. This industry currently has a Zacks Industry Rank of 95, which puts it in the top 39% of all 250+ industries.
The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1.
Remember to apply Zacks.com to follow these and more stock-moving metrics during the upcoming trading sessions.
, /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Corcept Therapeutics Incorporated (NASDAQ: CORT) breached their fiduciary duties to shareholders.
According to a federal securities lawsuit, Corcept Therapeutics Incorporated failed to disclose adverse facts concerning potential FDA approval of one of the Company's lead new product candidates, relacorilant, a medication being developed for multiple indications, including the treatment of hypercortisolism, or Cushing's syndrome. While the Company touted the expected success of FDA approval, it failed to disclose that the FDA had in fact expressed concerns to Corcept about the adequacy of the Company's clinical development program assessing relacorilant's effectiveness and that relacorilant's New Drug Application faced a material risk of rejection.
If you currently own CORT and purchased prior to October 31, 2024 please contact Sophia Anne Silayan by email at [email protected] or call (833) 672-0814. Kuehn Law pays all case costs and does not charge its investor clients. Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
Why Your Participation Matters:
As a shareholder your voice matters, and by getting involved, you contribute to the integrity and fairness of the financial markets. Your investment. Your voice. Your future.™
SANTA MONICA, Calif.--(BUSINESS WIRE)--Douglas Emmett, Inc. (NYSE:DEI), a real estate investment trust (REIT), announced today that it plans to release its 2026 second quarter earnings results after market close on Tuesday, August 4, 2026. A live conference call is scheduled for the following day, Wednesday, August 5, 2026, at 11:00 a.m. Pacific Time / 2:00 p.m. Eastern Time. Jordan Kaplan, Chairman and Chief Executive Officer, will host the call along with Peter Seymour, Chief Financial Officer, Kevin Crummy, Chief Investment Officer, and Stuart McElhinney, Vice President Investor Relations. Interested parties can listen to the call via the following:
INTERNET: Go to www.douglasemmett.com/investors at least fifteen minutes prior to the start time of the call in order to register, download and install any necessary audio software.
PHONE: 888-349-0488 (U.S.) or 412-542-4156 (International). Please ask to join the Douglas Emmett, Inc. call.
REPLAY: A rebroadcast of the live call will be available for 90 days on our website at www.douglasemmett.com/investors
About Douglas Emmett, Inc.
Douglas Emmett, Inc. (DEI) is a fully integrated, self-administered and self-managed real estate investment trust (REIT), and one of the largest owners and operators of high-quality office and multifamily properties located in the premier coastal submarkets of Los Angeles and Honolulu. Douglas Emmett focuses on owning and acquiring a substantial share of top-tier office properties and premier multifamily communities in neighborhoods that possess significant supply constraints, high-end executive housing and key lifestyle amenities. For more information about Douglas Emmett, please visit our website at www.douglasemmett.com.
Safe Harbor Statement
Except for the historical facts, the statements in this press release regarding Douglas Emmett’s business activities are forward-looking statements based on the beliefs of, assumptions made by, and information currently available to us about known and unknown risks, trends, uncertainties and factors that are beyond our control or ability to predict. Although we believe that our assumptions are reasonable, they are not guarantees of future performance and some will inevitably prove to be incorrect. As a result, our actual future results can be expected to differ from our expectations, and those differences may be material. Accordingly, investors should use caution in relying on forward-looking statements to anticipate future results or trends. For a discussion of some of the risks and uncertainties that could cause actual results to differ from those contained in the forward-looking statements, see “Risk Factors” in our Annual Report on Form 10-K filed with the U.S. Securities and Exchange Commission.
Shares of CoreWeave (CRWV 2.17%) fell 12.4% this week, according to data from S&P Global Market Intelligence. The artificial intelligence (AI) infrastructure company was added to the Nasdaq 100 Index on Monday, prompting investors to sell afterward. Some investors also remain skeptical about its heavy debt load.
As of the market close on Thursday, June 25th, CoreWeave stock is down 12.4% this week. Here's why the stock is falling, and whether now is a good time to scoop up some shares.
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Index addition and debt worries Just a few days ago, CoreWeave was officially added to the Nasdaq-100 Index, which includes 100 of the largest non-financial businesses listed on the Nasdaq. Ahead of index inclusion, traders can get excited about index fund buyers propping up a stock, leading to a short-term pop after the announcement. When the inclusion is made official, it can break this momentum, as happened to CoreWeave over the last couple of trading days.
From a business perspective, CoreWeave is aggresively trying to win cloud computing market share for AI, using debt funding to build data centers for AI customers. Its revenue grew 100% to $2 billion last quarter, but over the last twelve months, it has burned $10 billion in free cash flow. Investors are concerned about how CoreWeave can keep funding this cash burn as it chases scale.
Image source: Getty Images.
Time to buy the dip? CoreWeave is unprofitable, so it is difficult to value the business. But it has a market cap of $54 billion, has been in business for only a few years, and is burning $10 billion in cash each year. For my money, this makes CoreWeave a risky stock to own today, meaning investors should avoid buying the dip this week.
Brett Schafer has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
FitLife Brands acquired Irwin Naturals in August 2025, expanding into complementary product categories and distribution channels. The Irwin Naturals acquisition drove a 59% year-over-year revenue increase in Q1 2026, offsetting legacy business weakness. FTLF's diversified brand portfolio spans multiple niche markets within vitamins and nutrition, supporting a robust acquisition-led growth strategy.
New York, New York--(Newsfile Corp. - June 25, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of POET Technologies Inc. (NASDAQ: POET) between April 1, 2026 and 08:57 AM ET on April 27, 2026, inclusive (the "Class Period"), of the important June 29, 2026 lead plaintiff deadline in the securities class action first filed by the Firm.
SO WHAT: If you purchased POET Technologies securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the POET Technologies class action, go to https://rosenlegal.com/submit-form/?case_id=62524 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than June 29, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually litigate securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, defendants throughout the Class Period made false and/or misleading statements and/or failed to disclose that: (1) POET Technologies misrepresented its tax status due to it likely being deemed a passive foreign investment company (or "PFIC") under U.S. tax laws which, if not properly reported by each U.S. stockholder, would have negative tax implications for those U.S. stockholders; (2) the foregoing tax issue would, if discovered, make POET Technologies a less attractive investment than it would otherwise be, thus threatening POET Technologies' valuation; (3) Defendant Thomas Mika, despite affirming that he was not violating a non-disclosure agreement, in fact violated a business agreement by speaking about POET Technologies' business agreements in a public interview, thus endangering POET Technologies' business prospects, and (4) as a result, defendants' statements about POET Technologies' business, operations, and prospects were materially false and misleading and/or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the POET Technologies class action, go to https://rosenlegal.com/submit-form/?case_id=62524 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm or on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302941
Source: The Rosen Law Firm PA
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Netskope (NTSK +3.90%) director Arif Janmohamed sold 1.65 million Class A shares owned by his Lightspeed Opportunity Fund, L.P., for a total transaction value of approximately $15.1 million, according to the SEC Form 4 filing.
This cloud security provider, known for its unified platform, had Janmohamed as an independent director since 2023.
Transaction summaryMetricValueShares sold (indirect)1,650,000Transaction value$15.1 millionPost-transaction shares (indirect)0Post-transaction value (direct ownership)~$0Transaction value based on the SEC Form 4 weighted-average purchase price ($9.15); after the transaction, Janmohamed Arif held zero Class A shares, so the post-transaction value was $0.00.
Key questionsWhat does the sale of 1,650,000 Class A shares represent in terms of Arif's total position?
The sale accounted for 100% of Janmohamed’s indirect Class A Common Stock holdings, fully offsetting the previously reported 1,650,000 share position held via Lightspeed Opportunity Fund, L.P.; no direct Class A shares were involved before or after the transaction.How was the transaction structured with respect to derivative and share class mechanics?
Each Class B Common Stock share was converted into one Class A Common Stock share immediately prior to the sale, reflecting a conversion-for-sale structure. The transaction affected only Class A shares.What is the ongoing exposure to Netskope for Arif after this transaction?
While Janmohamed’s indirect Class A Common Stock position was reduced to zero, Lightspeed Opportunity Fund continues to hold 2,690,640 shares of Class B Common Stock which remain convertible to Class A shares and provide ongoing exposure to Netskope's equity upside.How does the transaction align with historical trading cadence and available capacity?
This is Janmohamed’s only open-market sale of Class A shares in the recent period, with the trade size reflecting the entirety of the indirect position; the transaction was capacity-driven rather than a change in cadence, as no Class A shares remain following the sale and conversion.Company overviewMetricValueMarket capitalization$3.66 billionRevenue (TTM)$752.85 millionNet income (TTM)($716.64 million)Price (as of market close June 15, 2026)$9.15Company snapshotOffers a unified cloud security platform, Netskope One, delivering advanced data protection, threat prevention, and secure access across SaaS, web, hybrid IT, and AI-driven environments.Generates revenue through subscription-based licensing of its cloud security solutions and associated services, targeting organizations seeking comprehensive data and threat protection.Serves enterprise customers and large organizations with complex cloud and hybrid infrastructure security requirements, primarily in regulated and data-sensitive industries.Netskope is a leading cloud security provider specializing in integrated solutions for data protection and secure access across complex digital environments. The company leverages its scale and advanced technology to address the evolving security needs of enterprises operating in SaaS, web, and hybrid IT contexts. Netskope's unified platform and focus on threat prevention provide a competitive edge in securing modern workloads for large, security-conscious organizations.
What this transaction means for investorsIt can be unnerving to see a director sell out his complete position. There are multiple reasons an insider may sell a company’s stock, and not all of them involve a bearish outlook on the stock. These reasons can include having to pay a large tax bill, diversifying one’s portfolio, or, in Janmohamed’s case, cashing out his Lightspeed Fund equity to start his own investment firm.
In light of this, Janmohamed’s sale shouldn’t be taken as a bullish or bearish vote, as the executive is raising funds for a new venture capital firm focused on AI and tech investments. The sale is almost certainly his financial stake in the Lightspeed fund for leading its investment into Netskope. The remaining Class B shares held by Lightspeed likely represent other Lightspeed partner shares or client assets.
Netskope held its initial public offering in September at $19. That the stock is trading roughly $10 lower today is a negative sign, and investors should consider that Janmohamed likely had a path to hold his Netskope shares had he really wished to. That said, the business is seen growing sales close to 25% this fiscal year and trimming its net loss. Janmohamed’s sale is a piece of information Netskope investors should weigh, but it is not a red alert to sell shares.
Brendan Coffey has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
, /PRNewswire/ -- Starwood Property Trust, Inc. (NYSE: STWD) (the "Company") today announced that it has priced its private offering of $500 million aggregate principal amount of its 5.875% unsecured senior notes due 2029 (the "Notes"). The Notes priced at 100.0% of the principal amount and the settlement of the offering is expected to occur on July 10, 2026, subject to customary closing conditions.
The Company intends to allocate an amount equal to the net proceeds from the offering to finance or refinance, in whole or in part, recently completed or future eligible green and/or social projects. Net proceeds allocated to previously incurred costs associated with eligible green and/or social projects will be available for the repayment of indebtedness previously incurred. Pending full allocation of an amount equal to the net proceeds to eligible green and/or social projects, the Company intends to use the net proceeds, together with cash on hand, to fund its redemption of up to all of the Company's $500 million outstanding aggregate principal amount of 4.375% Senior Notes due 2027 or for general corporate purposes, including the repayment of outstanding indebtedness under the Company's repurchase facilities.
The Notes were offered only to persons reasonably believed to be qualified institutional buyers in reliance on Rule 144A under the Securities Act of 1933, as amended (the "Securities Act"), and non-U.S. persons outside the United States pursuant to Regulation S under the Securities Act. The Notes will not be registered under the Securities Act or any state securities laws and may not be offered or sold in the United States absent an effective registration statement or an applicable exemption from the registration requirements of the Securities Act or any state securities laws.
This press release does not constitute a notice of redemption for the 4.375% Senior Notes due 2027. This press release shall not constitute an offer to sell, or the solicitation of an offer to buy, these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
About Starwood Property Trust, Inc.
Starwood Property Trust (NYSE: STWD), an affiliate of global private investment firm Starwood Capital Group, is a leading diversified finance company with a core focus on the real estate and infrastructure sectors. As of March 31, 2026, the Company has successfully deployed over $117 billion of capital since inception and manages a portfolio of over $31 billion across debt and equity investments. Starwood Property Trust's investment objective is to generate attractive and stable returns for shareholders, primarily through dividends, by leveraging a premiere global organization to identify and execute on the best risk adjusted returning investments across its target assets.
Forward-Looking Statements
Statements in this press release which are not historical fact may be deemed forward-looking statements within the meaning of Section 27A of the Securities Act and Section 21E of the Securities Exchange Act of 1934, as amended, including statements with respect to the anticipated settlement of the offering and the use of proceeds. Although the Company believes the expectations reflected in any forward-looking statements are based on reasonable assumptions, it can give no assurance that its expectations will be attained. Factors that could cause actual results to differ materially from the Company's expectations include: (i) factors described in the Company's Annual Report on Form 10-K for the year ended December 31, 2025 and Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, including those set forth under the captions "Risk Factors", "Business", and "Management's Discussion and Analysis of Financial Condition and Results of Operations"; (ii) defaults by borrowers in paying debt service on outstanding indebtedness; (iii) impairment in the value of real estate property securing the Company's loans or in which the Company invests; (iv) availability of mortgage origination and acquisition opportunities acceptable to the Company; (v) potential mismatches in the timing of asset repayments and the maturity of the associated financing agreements; (vi) national and local economic and business conditions, including as a result of the impact of public health emergencies; (vii) the occurrence of certain geo-political events (such as wars, terrorist attacks and tensions between states, including global trade disputes related to tariffs) that affect the normal and peaceful course of international relations; (viii) general and local commercial and residential real estate property conditions; (ix) changes in federal government policies; (x) changes in federal, state and local governmental laws and regulations; (xi) increased competition from entities engaged in mortgage lending and securities investing activities; (xii) changes in interest rates; and (xiii) the availability of, and costs associated with, sources of liquidity.
Wall Street analysts are already offering their opinions on Space Exploration Technologies (SPCX 1.00%), with one firm forecasting 50% upside. Oppenheimer analyst Tim Horan, who already had a buy rating on SpaceX before its IPO, recently upped his price target from $190 to $250.
Horan praised the company's vertical integration, saying it can disrupt a lot of different industries. One of those businesses is the wireless industry, with the analyst noting that the mobile market for Starlink could eventually become bigger than its satellite internet offering. He's bullish on that business as well, believing it could increase its capacity to serve hundreds of millions of customers.
He noted that if Elon Musk's prediction of $1 trillion in revenue by 2030 is anywhere close, SpaceX could be a $10 trillion company. Horan did say that Musk's Terafab chip foundry and Starship rocket are ambitious projects that carry risk, but that SpaceX and Musk are great at these very ambitious projects.
Image source: The Motley Fool.
Taking the under on SpaceX While Oppenheimer is bullish on SpaceX, I put myself firmly in the skeptical camp. I'd classify Musk's track record of delivering big projects as much more spotty than great, and there is plenty of evidence to back that up. In fact, The New York Times analyzed 600 of his claims over the past 15 years, and only 19% were completed on time, and his annual rate of success has been on the decline.
While Starlink is a nice business, it's also a capital-intensive business, and not one worth anywhere close to $1 trillion in my view. It also isn't likely to disrupt the mobile market, given the current infrastructure and spectrum in place, better indoor coverage, lower costs, and greater capacity in cities and suburbs. Instead, it could be a nice complement in rural areas, airplanes, cruise ships, and some enterprise applications.
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Building a huge foundry to compete with Taiwan Semiconductor Manufacturing also seems like a long-shot bet. TSMC is a virtual monopoly for a reason, and even Nvidia's CEO said the project is "almost impossible." Meanwhile, data centers in space face several challenges, including developing cooling systems that work in space, designing chips that withstand cosmic radiation, and creating robots to build and assemble a data center in orbit.
At the end of the day, SpaceX generated less than $19 billion in revenue last year, but has a market cap of around $2 trillion. Its valuation is just based on a bunch of what-ifs from a CEO with a spotty track record. I'm taking the under and don't think SpaceX will come remotely close to hitting $1 trillion in revenue in the next few years.
Geoffrey Seiler has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia, Taiwan Semiconductor Manufacturing, and The New York Times Co. The Motley Fool has a disclosure policy.
PEORIA, Ariz., June 25, 2026 (GLOBE NEWSWIRE) -- Toll Brothers, Inc. (NYSE:TOL), the nation’s leading builder of luxury homes, today announced its newest luxury home community, Toll Brothers at Saddleback, is coming soon to Peoria, Arizona. Located within the Saddleback master plan, this gated community will offer two refined collections of single-story homes and access to exceptional resort-style amenities. Sales are anticipated to open in late 2026, with homes priced from the low $800,000s.
Toll Brothers at Saddleback will showcase luxury homes nestled into the Sonoran Desert’s landscape to preserve the area’s breathtaking views. Modern home designs range from 2,493 to over 3,500 square feet, featuring bright open-concept floor plans, seamless indoor-outdoor living options, garages with space for up to four cars, and serene primary suites.
Situated in the desirable Peoria Unified School District near Lake Pleasant and other outdoor recreation areas, commuter routes, and everyday conveniences, Toll Brothers at Saddleback brings luxurious new homes to a prime location. Residents will enjoy full access to the master plan’s future amenity center, Basecamp, which includes a resort-style pool, clubhouse, pickleball courts, splash pad, hiking and biking trails, and more.
Toll Brothers customers will experience one-stop shopping at the Toll Brothers Design Studio. The state-of-the-art Design Studio allows home shoppers to choose from a wide array of selections to personalize their dream home with the assistance of Toll Brothers professional Design Consultants.
"Toll Brothers at Saddleback offers an unparalleled opportunity to experience luxurious desert living in a vibrant and thoughtfully designed master-planned community," said Bob Flaherty, Group President of Toll Brothers in Arizona. "With stunning home designs and resort-style amenities, this community is perfect for home shoppers seeking a tranquil yet connected lifestyle."
The community will be located at Loop 303 and Lone Mountain Parkway in Peoria. For more information about Toll Brothers at Saddleback, visit TollbrothersAtSaddleback.com or call (844) 836-5263.
About Toll Brothers
Toll Brothers, Inc., a Fortune 500 Company, is the nation’s leading builder of luxury homes. The Company was founded in 1967 and became a public company in 1986 with common stock listed on the New York Stock Exchange under the symbol “TOL.” Toll Brothers builds new homes and communities in over 60 markets across the United States, serving first-time, move-up, active-adult, and second-home buyers. The Company also operates its own architectural, engineering, mortgage, title, land development, smart home technology, landscape, and building components manufacturing businesses.
Toll Brothers was named the #1 Most Admired Home Builder in Fortune magazine’s 2026 list of the World’s Most Admired Companies®, the ninth year the Company has achieved this honor. Toll Brothers has also been named Builder of the Year by Builder magazine and is the first two-time recipient of Builder of the Year from Professional Builder magazine. For more information visit TollBrothers.com.
Just a few hours after Apple announced price increases across its hardware lineup, Microsoft revealed that Xbox game consoles are also getting more expensive. In addition, the company announced that it’s discontinuing its 2TB model.
Starting August 1, Xbox console prices will increase worldwide. The 512GB models will cost $100 more, while the 1TB versions are set to rise by $150.
Price changes are as follows:
Xbox Series S 512GB is increasing from $399 to $499. Xbox Series S 1TB is increasing from $449 to $599. Xbox Series X 1TB Digital is increasing from $599 to $750. Xbox Series X 1TB Disc is increasing from $649 to $800. The company says the increases are being driven by rising memory and console storage prices, with costs more than 2.5x higher than previous levels. Microsoft warned that these prices could double by the fall of 2027. The move comes less than a year after the company raised Xbox prices in the U.S. last October.
The announcement follows Apple’s own round of price hikes affecting products such as Macs and iPads. Apple cited the same industry-wide pressures, pointing to soaring memory and storage costs fueled by unprecedented demand for AI infrastructure and data centers.
Together, the back-to-back announcements underscore how much the AI boom is impacting the price of everyday electronics. As technology companies invest heavily in larger AI systems, demand for advanced memory and storage chips has surged, tightening supply chains and pushing costs higher across the industry.
Microsoft attempted to soften the blow by highlighting financing options and plans to expand access to lower-cost hardware. In its announcement, the company said it is “working on new programs to provide previously played consoles at lower prices.”
Customers purchasing eligible Xbox hardware through Microsoft Stores will have greater access to buy now, pay later programs, while Amazon shoppers can qualify for up to 12 months of 0% APR financing on eligible purchases.
Additionally, Microsoft now joins Sony in asking gamers to pay more, with PS5 digital now costing significantly more than it did at launch, rising from $499 to $599. Meanwhile, Nintendo’s increase for the Switch 2 has been comparatively modest, but the rival may face pressure to raise prices further in the future.
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Lauren covers media, streaming, apps and platforms at TechCrunch.
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Apple (NASDAQ:AAPL | AAPL Price Prediction) became the focal point of a CNBC investment-committee debate after the company raised prices across its Mac, iPad, HomePod, and Vision Pro lines to offset surging memory and storage chip costs. The move sent the stock down 6.2% on Thursday, June 25. Now, some investors are wondering whether this marks a good entry point for the stock.
The Catalyst: A “Hundred-Year Flood” in Memory CEO Tim Cook described the supply backdrop as a “hundred-year flood” for memory and storage costs, with AI data-center demand driving component prices sharply higher. Apple pre-announced Mac price increases of 15-20% and iPad increases of 15-25%, with dollar hikes ranging from $100 to $300 on affected SKUs. iPhone, Apple Watch, and AirPods pricing was left unchanged, though the company flagged the potential for further adjustments.
The Committee’s Split View The segment framed the central risk as “demand destruction,” with the concern being that raising prices could lower consumers’ appetite for new products. One committee member countered that the stock found support near its April low, coinciding with a rising 200-day moving average around $269. That technical reference lines up with Apple’s 200-day SMA at $268.6338 on June 24, 2026, up from roughly $248.28 in early April.
Another panelist offered the bull case directly: “If I’m a trader, I’m standing back, but if I’m an investor, I think it’s a great opportunity,” arguing Apple has more pricing power than any other company in the market. Wedbush maintained an Outperform rating through the drop, viewing the price increases as the first formal pass-through of rising component costs and expressing confidence in Apple’s ability to navigate the “memory storm.”
What the Fundamentals Say In Q2 FY26, Apple posted revenue of $111.18 billion, up 16.6% year over year, with diluted EPS of $2.01 beating the $1.94 consensus, the eighth consecutive EPS beat. Cook called it Apple’s “best March quarter ever,” citing iPhone revenue of $56.99 billion on iPhone 17 demand and record Services revenue of $30.98 billion. The board also authorized a new $100 billion buyback and lifted the dividend 4% to $0.27 per share.
Margins have been expanding faster than the top line. Gross profit grew 22.1% year over year against 16.6% revenue growth, a sign of pricing leverage that supports the “pricing power” argument.
Where Traders and Markets See the Stock Technical indicators help explain why the CNBC panel was divided. As of June 24, 2026, Apple’s 14-day RSI stood at 45.84, putting the stock in neutral territory rather than oversold. Meanwhile, Polymarket traders assigned a 93.6% probability that Apple would finish the week above $270, but only a 45.0% chance it would close above $280, suggesting expectations for further near-term upside remain mixed.
Wall Street is more optimistic over the longer term. The consensus analyst price target is $314.42, supported by 30 Buy ratings, 15 Holds, and just 3 Sells. However, Arthur D. Levinson, Apple’s Chairman of the Board of Directors, sold more than 270,000 shares during May, and recent insider activity has been skewed toward selling rather than buying. However, much of that selling appears to be tied to scheduled vesting and prearranged Rule 10b5-1 trading plans.
What to Watch Next The key question is whether Apple’s higher prices will hurt demand. If Mac and iPad sales remain strong despite the price increases, it would reinforce the company’s pricing power and ease concerns about margin pressure. If demand weakens during the back-to-school and holiday shopping seasons, it would support the argument that higher prices are beginning to discourage buyers.
For now, both sides have evidence to support their case. Apple trades at roughly 36 times earnings, while its 200-day moving average continues to provide an important technical support level. Traders are staying cautious in the near term, while longer-term investors see the recent pullback as a potential buying opportunity.
Apple is the latest to join the list of tech giants that are increasing product prices because of the rising price of components. But while it increased prices Thursday on items like the budget-friendly MacBook Neo (now $699) and iPad (now $449), a few popular Apple products were unaffected -- notably the iPhone and the Apple Watch.
Other products that appeared not to see price increases included Apple Displays, the Apple Pencil and other accessories like phone cases and keyboards.
Since Apple cites the RAM shortage for the price hikes, it's surprising that the iPhone and Apple Watch -- both of which are essentially little computers -- still have the same prices we saw yesterday.
Apple could mark up more prices soonSo why is it that two of Apple's flagship devices and accessories, like AirPods, escaped the markup? CNET Editor-at-Large Scott Stein has a thought: "They're waiting to rip that band-aid off in the fall," Stein said.
Historically, Apple has announced new products, like a new iPhone, at an event in September. Stein speculates that we could see a price jump when new devices are released, and other devices won't be exempt over time.
"I don't think a single Apple product is going to survive price increases," Stein said. The sweeping price increases lead Stein to believe that more devices will cost more over time. Especially since most of Apple's devices use chips that are in high demand.
Apple didn't immediately respond to a request for comment.
Future prices depend on the chips The future of prices could depend on chips being sourced and availability, Stein said. Apple reportedly has a preliminary chip agreement with Intel amid the chip shortage and high demand with its current supplier, Taiwan Semiconductor. Whether we see price increases on other products in the future will be up to Apple.
For now, there's still time to get a deal on an Apple product, but not for long. Some retailers, like Amazon, still have some of Apple's original prices listed. It's unclear when we'll see the price increases across retailers. However, Amazon has a few Apple devices on sale, like the 11-inch iPad Pro and the iPad mini. But don't wait too long because Amazon's Prime Day sale ends June 26.
Dan Ives, Wedbush Securities, joins 'Closing Bell' to discuss Apple's latest price hikes, why the company decided to make the decision now and much more.
Tesla (TSLA 0.28%) shares have soared 2,810% in the past decade (as of June 23). The success of the electric vehicle (EV) maker (which is one of the world's most valuable companies), coupled with the recent initial public offering of Space Exploration Technologies, has made CEO Elon Musk the world's first trillionaire.
On Tesla's first-quarter 2026 earnings call in April, Musk made a bold prediction that should spark the market's curiosity. Are the tech entrepreneur's words enough of a reason to buy the EV stock?
Image source: The Motley Fool.
2027 might be the year Tesla's financials get a meaningful boost Investors listen closely to what management teams discuss on company earnings calls. Musk seems to always give his shareholders a sense of optimism. This is particularly true of Tesla's full self-driving (FSD) and Robotaxi plans.
"I think probably unsupervised FSD or Robotaxi revenue will not be super material this year, but I do think it'll be material probably in a significant way next year," he mentioned on the most recent earnings call.
It's anyone's guess what a material effect translates to in a quantitative sense. As of March 31, Tesla counted 1.28 million FSD (supervised) subscriptions. Assuming all of these subscribers pay $99 per month for the service -- which isn't the case, as some paid a one-time fee upfront -- it brings in annual revenue of $1.5 billion, which is tiny.
The company's Robotaxi fleet was completing unsupervised rides in Austin, Dallas, and Houston in April. Its revenue is probably negligible at this point.
"We certainly hope to have unsupervised FSD or Robotaxi operating in, I don't know, a dozen or so states by the end of this year," Musk said on the call. This means progress must accelerate in 2027 to have a notable financial effect.
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Even though history paints a clear picture, the market has high hopes Tesla is a story stock. The market puts far more weight on the narrative surrounding the company -- that it's an AI-fueled self-driving and robotics lab -- than on its current state as an EV manufacturer with lower growth and pressured margins.
This shows up in the extreme valuation, with shares trading at a price-to-earnings ratio of 349. The investment community evidently believes that Tesla's FSD and Robotaxi capabilities will lead to robust financial success.
Anyone who follows this business knows that nothing is certain. This is especially true when trying to make timely predictions about the adoption curve of novel technologies. So, despite Musk's claim of a material financial effect in 2027, investors should practice caution when it comes to this Magnificent Seven stock.
According to a study by The New York Times, Elon Musk has achieved what he said he would only 19% of the time. It's hard to believe that this low hit rate will improve in the future.
As competition heats up and demand for electric vehicles (EVs) in the U.S. cools down, shares of Tesla (TSLA 0.28%) have unsurprisingly fallen more than 14% in 2026. Simultaneously, Tesla's self-driving capabilities have come under intense scrutiny for both safety reasons and the pace at which they're being rolled out. Is the dip in Tesla's price an opportunity to buy, despite these challenges?
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There is good news for Tesla's investors. Sales in Europe are rebounding, and the appetite for EVs abroad doesn't seem to be as sluggish as at home. Tesla's energy division, particularly in battery storage, is growing, and its revenue is likely to increase substantially in the coming quarters. Wall Street's consensus estimates suggest that the company's energy segment could generate $18.3 billion this year.
Between energy storage demand and a rebounding European market, momentum is building in Tesla's favor. The slowdown in the U.S. market could also be cyclical and due for a rebound, but that's still a risk.
Image source: Getty Images.
If Tesla goes the way of Ford Motor Company and General Motors by focusing more heavily on energy storage solutions, there's real money to be made in the short and intermediate terms, with potential for sustainable long-term growth on the other side. The incredible need for energy storage isn't slowing down. The energy storage market is expected to grow by nearly 22% year over year through 2033, according to market research firm Grand View Research.
Tesla's stock is still trading at a premium, even after the 14% dip. I believe Tesla Energy's potential justifies the inflated price, though, and this year's decline presents a compelling reason to buy.
Catie Hogan has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Tesla. The Motley Fool recommends General Motors. The Motley Fool has a disclosure policy.
ATLANTA--(BUSINESS WIRE)--The Coca-Cola Company today announced that Jennifer Mann will step down from her role as EVP and President, North America Operating Unit effective Aug. 1, at which time John Murphy, President and Chief Financial Officer, will assume responsibility for the North America Operating Unit on an interim basis. Mann will stay with the company through April 2027 as senior advisor to ensure a smooth transition.
A successor for President, North America Operating Unit will be announced at a later date.
Mann began leading the company’s largest operating unit on Jan. 1, 2023, with a focus on accelerating growth as a purpose-driven total beverage company. Under her leadership, the North America Operating Unit has delivered strong revenue and profit growth.
“I am grateful to Jennifer for her tremendous contributions to The Coca-Cola Company as an operator and leader,” said Henrique Braun, CEO. “Her people-first legacy remains in the many high-performing teams she’s led across the Coca‑Cola business.”
About Jennifer Mann
Over her 29-year tenure with The Coca-Cola Company, Mann served in roles of increased responsibility spanning operations and customer leadership. From 2019 until leading North America, Mann was president of Global Ventures, including Costa Coffee and Coca‑Cola’s investment in Monster Beverage Corp. She served as SVP and chief people officer from 2017 until 2019. She was chief of staff for James Quincey, then President and Chief Operating Officer and later CEO, from 2015 to 2018.
From 2012 to 2015 as vice president and general manager of Coca‑Cola Freestyle, Mann accelerated its global expansion across the Coca‑Cola system. Additional prior roles include vice president, Foodservice & On-Premise Strategy and Marketing for Coca‑Cola Refreshments; director, McDonald's Customer & Consumer Operations and director, Good Answer. Mann joined Coca‑Cola in 1997 as a manager in the National Customer Support division of North America.
Mann serves on several board of directors including Verizon Communications, Inc., American Beverage Association, Boys & Girls Clubs of America, Coca‑Cola FEMSA, fairlife LLC, Morehouse College, and Ronald McDonald House Charities.
About The Coca-Cola Company
The Coca-Cola Company (NYSE: KO) is a total beverage company with products sold in more than 200 countries and territories. Our company’s purpose is to refresh the world and make a difference. We sell multiple billion-dollar brands across several beverage categories worldwide. Our portfolio of sparkling soft drink brands includes Coca-Cola, Sprite and Fanta. Our water, sports, coffee and tea brands include Dasani, smartwater, vitaminwater, Topo Chico, BODYARMOR, Powerade, Costa, Georgia, Fuze Tea, Gold Peak and Ayataka. Our juice, value-added dairy and plant-based beverage brands include Minute Maid, Simply, innocent, Del Valle, fairlife and Santa Clara. We’re constantly transforming our portfolio, from reducing sugar in our drinks to bringing innovative new products to market. We seek to positively impact people’s lives, communities and the planet through water replenishment, packaging recycling, sustainable sourcing practices and carbon emissions reductions across our value chain. Together with our bottling partners, we employ more than 700,000 people, helping bring economic opportunity to local communities worldwide. Learn more at www.coca-colacompany.com and follow us on Instagram, Facebook and LinkedIn.
Many of the leading artificial intelligence companies are stuck between a rock and a hard place when it comes to pleasing investors. On one hand, the market has punished stocks of the leading hyperscalers when they've announced massive capital spending plans. At the same time, the hyperscalers don't have much of a choice but to keep up with their peers in building out artificial intelligence compute capacity and spending heavily on its development. To forgo doing so would leave considerable amounts of money on the table, and the market would surely punish the stock.
The latter was seen in a recent development at Alphabet (GOOG 0.83%) (GOOGL 0.30%). The company recently lost two of the leading AI researchers to OpenAI and Anthropic. The market sent shares lower on fears that top talent is key to winning the AI race (even if paying that talent is detrimental to earnings).
Ultimately, long-term investors can win from temporary stock price displacements caused by the market's capitulation over AI-related spending. And the recent sell-off in Alphabet shares looks like another great opportunity.
Image source: Getty Images.
Alphabet's brain drain Alphabet is losing John Jumper to Anthropic and Noam Shazeer to OpenAI. Jumper won the Nobel Prize for his work on AlphaFold, an AI system that predicts protein structures, accelerating key biological research. Shazeer has been an innovator in large language model development, authoring seminal papers on transformers (the "T" in GPT) and mixture-of-experts models, which improve the efficiency and effectiveness of AI inference.
Both researchers have made substantial contributions to Google's AI development over the years and recently helped the Gemini family of models reach performance levels comparable to those of Anthropic and OpenAI models. To be sure, losing their talent and judgment in which projects to pursue will cause setbacks in Alphabet's efforts to advance its AI capabilities.
However, investors may be overreacting to the loss of the AI researchers. The real value of Alphabet comes from extremely durable structural competitive advantages.
The massive opportunity the market is handing investors Alphabet's competitive advantage in artificial intelligence stems from its full-stack approach.
It's one of the three largest public cloud computing platforms, giving developers access to foundation models, including its own, to build and deploy AI applications. To that end, Google Cloud is, by far, the fastest-growing of the group. Revenue climbed 63% year over year last quarter with operating margin expanding to 33% from 18% a year ago.
There are a few factors leading to that significant growth. First and foremost, Alphabet's ability to spend on building more capacity. Capital expenditures have accelerated over the last few years, climbing even faster than Google Cloud's revenue growth. That trend should continue, with management's expectations for $180 billion to $190 billion in capital spending this year and a recent $80 billion equity raise. Still, investors have seen strong returns from that spending in the form of Google Cloud revenue.
Additionally, Alphabet has seen strong adoption of its custom TPU chips, which offer better price performance than standard GPUs for AI training and inference. That's enabled it to achieve higher operating margins and maintain better control over supply.
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The second structural advantage for Alphabet is its ability to deploy artificial intelligence to improve its core advertising business. Search ad revenue has accelerated over the last year and a half, climbing 19% year over year in the most recent quarter. That growth coincides with the broader deployment of AI-powered features like Google's AI Overviews and AI Mode. Management says its ad targeting has improved as its models can better understand search intent, thanks to advancements in Gemini.
To be sure, Alphabet needs excellent talent to continue advancing its AI models. But its ability to deploy those models to produce strong returns across its business is currently unmatched. It should be able to replenish the talent pipeline to continue feeding its opportunities across cloud computing and consumer applications.
But with the sell-off in shares following the news of Jumper's and Shazeer's departures, the stock now trades for less than 25 times earnings expectations. That's incredibly inexpensive for a company growing revenue by more than 20% and accelerating, while producing operating margin expansion on top of that. As such, it looks like a great opportunity for long-term investors.
The robots glide across the floor, sometimes pausing to spin a quarter turn or two before resuming their route. They come close to one another but never collide. It's not choreographed – they're adapting on the fly – but the movement does have the feel of a ballet.
If ballet dancers were mechanized platforms on wheels, that is. Flat-topped and low to the ground, like oversized bathroom scales granted the gift of movement and the ability to navigate on their own.
These are Amazon's Proteus robots in action.
In a spacious Amazon warehouse in London, as in its counterparts around the world, Proteus, Titan and fellow robots are perpetually tasked with fetch quests – finding and retrieving shelving units that contain items that all of us order day in and day out and bringing them to stations where those items are picked, packed and sent on their way.
Some of those days are busier than others – Prime Day sales, for example, when Amazon orders surge. During these periods, fulfillment centers bring on thousands more workers and the robots keep pace.
We visited two Amazon locations – the LCY3 London fulfillment center and the BOS27 robot development facility in Westborough, Massachusetts – to better understand the role robots play in ensuring our packages reach us at speed, both now and in the future.
After decades of humanity's sci-fi-inspired preoccupation with robots, advances in AI (including large language models and vision language models) over the past five years are increasingly allowing robots to interact with people in more natural ways. For the most part, these real-world robots bear little resemblance to the pop culture depictions, particularly of the humanoid variety. Humanoids are starting to spring up, but most robots around us today are much closer to the type Amazon and other companies are using in industrial settings.
Proteus version two -- coming soon to a fulfillment center near you.
Katie Collins/CNETIn Amazon facilities, the robots range from Proteus, which could be a Roomba's more strapping younger sibling, to Vulcan, a robotic arm with a sense of touch that can pick up objects and understand what it's handling. Altogether, Amazon has over 1 million robots operating in fulfillment centers, handling tasks such as stowing, picking, sorting and transporting.
Even though Amazon has been developing robots for years, it's still only in the early stages of growing its robotics portfolio, said Tye Brady, Amazon's chief technologist, speaking in London in early June.
What it's learned so far is that robots make the environment safer, and therefore more efficient. In centers where robots have been deployed, Amazon has seen a 41% reduction in the number of accidents and a 40% increase in the amount of goods delivered.
"The efficiencies allow us to pass on a low cost to our customers," said Brady. "The robotic systems allow us to store more goods physically closer to our customers as well."
Over time, Brady added, the gradual introduction of robots is creating a powerful cycle within Amazon. "We deploy systems, we learn from them, we improve them and then we expand on what they can do for people," he said.
That's exactly what it's done with Proteus, with a new version ready and raring to replace the existing model in fulfillment centers across the globe in the next few years.
Freewheeling Proteus robot gets language skills Proteus is Amazon's first fully autonomous robot – a "collaborative robot" designed to work and move around in the same spaces as humans going about their normal activities, not cordoned off behind fences with tightly restricted access for employees. It's loaded with sensing and navigation capabilities.
"You just put them where the people are, or put the people where they are, and they'll get right around you," said Travis Hearn, a QA engineer at Amazon's BOS27 facility, located 30 miles west of Boston along a once rural road now lined with low-rise industrial and commercial buildings. Cyclone fencing divvies up sectors of a cavernous space, where a diverse array of mobility and manipulation robots go through their paces.
The more diminutive demo area for Proteus, by contrast, is wide open, simulating the fulfillment center terrain it's built to traverse, potentially several hundred meters from where chutes drop customer packages to where those packages get placed into delivery vehicles.
In a London fulfillment center, an Amazon mobility robot has slid under a rack that it'll lift and tote across the floor.
Katie Collins/CNETA Proteus robot – 7.8 inches tall, 31.5 inches long and 29.9 inches wide – can carry up to almost 900 pounds. That's modest compared to what the larger, lookalike Hercules and Titan mobile robots can carry (1,250 and 2,500 pounds, respectively). Racks holding the goods for delivery get stacked on top, creating tall rectangles that scoot from one station to another.
But Proteus can be much more freewheeling than its fellow bots. It doesn't need markers on the floor to know where it is or what route to follow. It learns its environment over time. It also recognizes when something – or someone – unexpected is in the way.
"You could think of it like an invisible force field, a bubble around the vehicle. So if somebody stepped in the way of the vehicle, then it would come to a safe stop or slow down," Scott Dresser, Amazon's vice president of robotics, said in an interview this week at BOS27. "The intelligence is to find and detect people and safely avoid them."
The first-generation Proteus has been around for several years, and Amazon has a little over 4,000 of them at 25 sites. Earlier this month, the company introduced the Proteus 2, which gains natural language processing so that people will be able to direct it with voice prompts.
"What makes this possible is a new AI architecture that allows employees to interact with Proteus through natural language using advancements in our generative and agentic AI systems," said Brady.
Amazon employees will be able to talk to the robot the same way they do their colleagues, including gesturing – with a casual, "Hey Proteus, could you take this to the corner of the building?" It will be able to figure out route planning and timing and then execute the task on its own.
The second-generation Proteus will be rolled out to Amazon facilities in the coming months.
Robots doing fulfillment work for Amazon orders The new Proteus will be deployed at LCY3 in the first half of 2027. Meanwhile, Amazon robots are already an essential part of the furniture.
Situated in Dartford, right at London's eastern-most point, LCY3 is a strategically located fulfillment center on the banks of the River Thames, serving the British capital and beyond. Here, Prime Day orders are picked, packed and shipped across the UK and Europe.
Last year Amazon invested $60 billion across Europe to grow its operations on the continent, and it has ambitious goals for improving delivery times. It's growing Amazon Now ultra-fast delivery to 20-plus sites in the UK, and it's accelerating same-day delivery by adding more than 25 sites across Europe this year.
"When we make delivery faster, we are not just moving boxes quicker," said Mariangela Marseglia, vice president of Amazon European Stores, speaking at the London event. "We are giving people minutes, hours back."
Faster delivery, she added, comes from working safer and smarter. This is where the robots come in.
Amazon is experimenting with different robotic systems for different tasks.
Katie Collins/CNETTo hit its delivery goals in Europe, Amazon is investing more than $10 billion to expand and modernize its fulfillment network with robotics across the continent over the next few years. Some of the robotics systems it's putting in place have been built on suggestions made by Amazon employees, said Armin Cossman, the company's vice president of operations for Europe.
A new system called Stark, for example, was the idea of an Amazon operations employees in Spain. It picks up huge crates from conveyer belts and places them onto trolleys – repetitive work that puts an enormous amount of strain on the human body. Stark is being piloted in Barcelona, but Amazon plans to bring it to at least 15 more sites across Europe by the end of 2027.
It's the first successful deployment of collaborative robots in Amazon's fulfilment network, said Cossman. "Employees work side by side with collaborative technology – the same space working together on the same process."
On both of our visits to its sites, Amazon was careful to impress upon us that this human-robot collaboration is a key part of its robotics strategy. The company, which has been repeatedly accused of unsafe work conditions in its warehouses and of looking to replace workers with machines, wanted us to know, and you to know, that its robots aren't here to take its workers' jobs – just to make them better.
Amazon's Proteus robots can navigate safely around other robots and humans.
Katie Collins/CNET"When people have a people versus machines mentality, I find that wrong," said Brady. "I believe that people, when they have technologies as a tool set, that there's nothing in this world that they can achieve."
Amazon has upskilled 700,000 workers, he added, with many more to come. He also anticipates the creation of new jobs linked to robotics as Amazon's portfolio evolves.
"Robots create jobs. Full stop. It's a fact," said Paul Miller, vice president and principal analyst at market researcher Forrester. "New jobs are created to maintain the robots, to manage the robots and to do the new work that's made possible because automation has lowered the cost, improved the consistency or accelerated the delivery of the tasks people once performed."
Still, some individuals will be adversely affected by the disruption, Miller added. Those people will need to be supported as they change careers to ensure they're better off.
At LCY3, there were many workers stationed across the 2 million square feet of operating space, spread out across airy halls with natural light flooding in from the Thames-view windows. Many were packing deliveries or unpacking returns, and some were working with and on the robots.
One key role is that of amnesty responder, whose responsibility it is to rescue items that have fallen from the pods the Proteus robots whisk around. Fallen items are the main point of failure in the Proteus system. When something tumbles out of one of the shelving units, the amnesty responder hits a button and the entire ballet pauses to allow the human in the loop to retrieve the offending object. Only once they've exited the arena does the dance continue.
On rare occasions, Amazon acknowledged, a collision occurs. Usually this will result in the Proteus needing a new camera lens, courtesy of the mechanic that's always on hand. Then it's back to work.
What next for Amazon robotics Amazon's robotics capabilities are evolving fast.
Beyond the walls of its fulfillment centers are delivery robots, such as the Amazon Scout and Amazon Prime Air drone. The latter is already live at eight sites across the US. Meanwhile, the company is testing the service in Darlington in the UK.
The MK30 drone can deliver shoebox-sized packages, allowing Amazon to deliver from a range of 60,000 items within a two-hour window. With its six propellors, a redundancy that allows the drone to continue on even if one fails, it will hover above the ground and drop packages without damaging them (it can detect obstacles on the ground).
Amazon Prime Air is another of the company's robotics projects.
Katie Collins/CNETMeanwhile, today's robots are the preliminaries for what comes next. No, not humanoids, like in Elon Musk's fever dreams of swarms of Optimus robots doing factory jobs.
Amazon has more modest expectations, targeting somewhere between what it's doing with robots today and what humanoids may eventually deliver. That could include merging the capabilities of its mobility (e.g. Proteus) and manipulation (e.g. Sparrow) robots. Dresser said Amazon sees paths to using some combination of those technologies.
"How can we move and manipulate in the same robot, and what does that look like? Because we think that that is where our operations are heading," Dresser said. "I think we're going to see some new, interesting form factors in the coming months that are going to be in our warehouses very quickly."
It's clearly a company learning in real time – designing robots to meet its specific needs, and then refining them based on how they perform when thrust into real-world situations. "The systems we're building today," said Brady, "are laying the foundation for what comes next."
While Amazon (AMZN 3.38%) has achieved incredible success with its e-commerce business, forays into brick-and-mortar stores have proven to be a struggle. The company closed its Amazon Go and Amazon Fresh locations this year. So when reports surfaced of a massive 229,000-square-foot superstore in a Chicago suburb, this seemed like Amazon's latest attempt at throwing spaghetti at the wall to see what sticks.
That said, the project is not necessarily a doomed effort this time. Media attention has highlighted the e-commerce giant's attempt to outdo competitor Walmart's superstore concept, which typically runs 179,000 square feet. However, the new big-box retail location may serve a key purpose in helping Amazon cement its supremacy in online sales.
Image source: Amazon.
The advantage of Amazon's new superstore The new store is not just about a bigger emporium to sell more stuff. Part of the space will be dedicated to storing items. In essence, Amazon's new retail concept will also serve as a mini-warehouse.
This is a key element in the design. It gives Amazon a storage location closer to customer homes, providing greater flexibility for its massive logistics operations and enabling speedier shipping. These attributes are desirable because, as Amazon CEO Andy Jassy explains, "Despite many improvements over the years, customers always want lower costs and faster delivery speed."
The ability to accelerate shipping translates into more revenue. According to Jassy, "When we promise faster delivery times, customers complete purchases at a meaningfully higher rate and shop with us more frequently."
To that end, Amazon created a new streamlined warehouse format called Same-Day Fulfillment Centers. These facilities carry the top sellers, with the goal of delivering an item within the day it is ordered.
The company is also experimenting with an ultra-fast delivery service called Amazon Now, which aims to get items to customers within 20 minutes using micro-fulfillment centers. The service is only in select international markets, and in these countries, Amazon Now orders are increasing 25% month over month. Prime members triple their shopping frequency after they start using it.
The company is looking to expand Amazon Now in the U.S. and Europe. The new superstore could be part of this plan, serving as a micro-fulfillment center.
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Other benefits of Amazon's new retail store The company has extended its delivery capabilities to third-party sellers, meaning Amazon's new superstore concept could help them, too. Third-party sellers are a key component of the tech titan's sales growth. They contributed $41.6 billion of Amazon's $181.5 billion in first-quarter sales.
The company also offers shoppers the option to pick up their purchases from retail locations, such as its Whole Foods stores. Sending products to a central place rather than getting them to individual customer homes simplifies shipping for Amazon. The superstore can expand the retailer's pickup spots.
Of course, the new big-box location will generate its own income through product sales. The question is whether it can do so more successfully than the company's previous efforts. If the concept can produce sufficient sales and serve as a hub for faster deliveries, additional superstores are likely to extend into cities across the country. At that point, it can have a meaningful impact on Amazon's financials and potentially its stock price.
Microsoft’s Xbox is raising prices of its gaming consoles by up to $150 worldwide, citing a deepening global components crisis that has sent storage and memory costs soaring across the consumer electronics industry.
Groups representing automakers, retailers, electronics firms and others had warned earlier this month that the increasing demand for memory chips could lead to dramatic price hikes in U.S. consumer goods and disrupt supply chains.
Effective Aug. 1, the price of Xbox consoles will increase by $100 for 512 GB models and $150 for 1 TB models. Microsoft will also discontinue its 2 TB model.
Microsoft Xbox said prices for its gaming consoles will rise as much as $150 this summer. CFOTO/Future Publishing via Getty Images “Unfortunately, console storage and memory prices have increased by more than 2.5 times and we expect another doubling by the fall of 2027,” Xbox said, adding that the hardware supply chain crisis has hit the gaming sector particularly hard.
Xbox raised the prices of its consoles twice last year as it grappled with tariff-induced cost pressures, strong competition and uncertain spending.
Rival Sony raised the prices of its PlayStation 5 consoles in April, following a price increase last August last year.
Microsoft Xbox raised prices on its gaming consoles twice last year. Bloomberg via Getty Images Apple, the world’s most valuable consumer electronics company, raised iPad and MacBook prices on Thursday, saying it could no longer shield customers from soaring memory and storage chip costs driven by the AI industry’s datacenter buildout.
Xbox is planning major layoffs next month and significant cuts to marketing and other budgets, Bloomberg News reported earlier this month.
Key Takeaways Microsoft's Majorana research faces scrutiny, fueling debate over quantum validation and potential.D-Wave Quantum reported Q1 2026 bookings of $33.4M, driven by enterprise demand and system sales.D-Wave Quantum's 2026 loss estimate improved to 25 cents per share, with six positive estimate revisions. A recent scientific dispute surrounding Microsoft's (MSFT - Free Report) quantum-computing program has become one of the most-watched developments in the quantum sector this week. Yesterday, researchers published a critique in Nature questioning whether Microsoft's experimental results provide sufficient evidence for the Majorana particles that support its topological-qubit architecture (ref: BBC). Microsoft has disputed the criticism and maintains confidence in its research roadmap.
This has led to a serious investment debate within the industry — should investors focus on scientific validation or long-term platform potential? Let’s delve deeper.
Why Microsoft's Quantum Strategy Is Under ScrutinyMicrosoft is pursuing a topological-qubit architecture, a markedly different approach from the superconducting and trapped-ion technologies that currently dominate much of the quantum-computing industry, including those used by IonQ (IONQ - Free Report) , Rigetti Computing (RGTI - Free Report) and several large technology companies such as IBM (IBM - Free Report) and Google.
Rather than pursuing incremental improvements in existing quantum systems, Microsoft is attempting to develop topological qubits that could theoretically deliver lower error rates and greater scalability. However, this approach also comes with significantly higher scientific and technical risks.
The controversy started only months after Microsoft introduced its Majorana 1 chip and weeks after unveiling Majorana 2, which the company said delivered reliability improvements and reinforced its long-term quantum roadmap. However, a peer-reviewed critique published on June 24 argued that Microsoft's data does not conclusively demonstrate the Majorana signatures required to validate its approach. Microsoft has defended its findings and maintains that its development plans remain unchanged.
For investors, the dispute is primarily about scientific validation rather than commercial execution. Microsoft's quantum initiative remains a relatively small part of its overall business, limiting any near-term financial impact. However, the episode highlights a broader lesson for the quantum-computing sector. Investors are increasingly rewarding companies that can demonstrate measurable technical progress and commercial traction, rather than relying solely on breakthrough claims.
Why D-Wave Stands Out Amid the UncertaintyFor investors, the critical question is whether the episode changes how they evaluate quantum-computing companies more broadly.
In that regard, investors should now focus on measurable commercial traction and independently verifiable technical milestones. Among publicly traded quantum names, D-Wave Quantum (QBTS - Free Report) stands out because its investment cases are currently being driven more by execution than by unresolved scientific claims.
D-Wave reported first-quarter 2026 bookings of $33.4 million, a nearly twentyfold increase from the prior-year period, supported by enterprise demand and system sales. The company has also expanded beyond its traditional annealing platform through the acquisition of Quantum Circuits and the launch of a gate-model roadmap, providing investors with multiple paths to commercialization.
Image Source: Zacks Investment Research
The improving commercial outlook is also beginning to show up in analyst expectations. According to Zacks Consensus Estimate, D-Wave's projected 2026 loss has narrowed over the past 90 days, with the consensus estimate improving from a loss of 31 cents per share to a loss of 25 cents.
Notably, six analysts have raised their full-year 2026 estimates over the past 60 days, reflecting growing confidence in the company's commercialization strategy and accelerating customer adoption.
While D-Wave currently remains unprofitable, the direction of estimate revisions suggests that Wall Street is becoming increasingly optimistic about the company's path toward improved operating performance.
Bottom LineMicrosoft's latest controversy shows an important reality for quantum-computing investors. Scientific breakthroughs can generate excitement, but long-term shareholder value will ultimately depend on commercial execution and independently validated technical progress. As the industry moves closer to fault-tolerant quantum computing, investors are likely to reward companies that can demonstrate customer adoption, revenue growth and measurable technological advancement, while placing less emphasis on breakthrough claims that remain subject to scientific debate.
Against this backdrop, D-Wave Quantum appears relatively well-positioned, supported by its recent development and improving earnings expectations in recent months. As the stock currently carries a Zacks Rank #3 (Hold), existing investors may consider maintaining their positions as the company advances its commercialization strategy. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
HomeIndustriesSoftwareTech StocksTech StocksThose who owned Microsoft’s stock for the free-cash-flow profile now ‘are being asked to underwrite a capital-intensity cycle,’ says one analystJune 25, 2026, 4:51 p.m. ET
Microsoft’s stock is having its worst month since 2000, and it’s tracking toward one of its worst annual performances on record, exemplifying a broader rotation out of the “Magnificent Seven.”
Shares of Microsoft MSFT closed down 3.5% on Thursday, and the stock ranks 485th out of 503 in the S&P 500 SPX in terms of performance on a month-to-date basis, according to Dow Jones Market Data. It’s down 21.6% over the course of the month so far, in what could be its worst-ever June performance.
Two of the biggest stock winners of the past decade are Nvidia (NVDA 1.86%) and Advanced Micro Devices (AMD +2.18%), which are up over 16,320% and 9,770%, respectively. The two chip rivals have been major beneficiaries of the artificial intelligence (AI) infrastructure boom, and both remain well-positioned for the long term.
However, the question is which AI stock looks like the smarter long-term buy right now. Let's dig in to find out.
Image source: The Motley Fool.
Nvidia: The king of AI Nvidia was the biggest winner in the initial phase of AI, as its graphics processing units (GPUs) became the primary chips for training large language models (LLMs). The company's advantage in this area stemmed from its CUDA software platform, which it developed to expand the use of its chips beyond their initial purpose of accelerating graphics rendering in video games.
While it took time to unfold, Nvidia smartly seeded CUDA into universities and research labs that were doing early work on AI. As a result, developers learned to program GPUs using CUDA, and most foundational AI code was written on its software platform and optimized for its chips.
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This dynamic continues to give Nvidia a sizable moat with AI model training today. In the interim, the company also built out a powerful data center networking business through its 2020 acquisition of Mellanox, and more recently, it "acquired" Groq and its language processing unit (LPU) technology for inference. It has also developed its own ARM-based central processing units (CPUs). This has helped transform Nvidia from a maker of GPUs into a complete AI infrastructure company.
Nvidia offers its customers end-to-end AI server solutions configured for specific AI tasks, such as training, inference, and agentic AI. Nvidia's revenue growth has already been eye-popping, with 85% growth in Q1, and these offerings position the company for strong future growth.
Despite its growth and strong positioning, Nvidia's stock remains attractively priced, trading at a forward price-to-earnings (P/E) ratio of under 16 times fiscal 2028 (ending January 2028) analyst estimates.
AMD: Riding two powerful trends AMD has largely been in the shadow of Nvidia during the training phase of AI, as it was unable to overcome its larger rival's CUDA advantage. However, it has greatly improved its ROCm software platform over the past few years, and it is much better positioned for inference, which is much less technically demanding than AI model training. Inference also tends to be less about raw compute power and often more about fast access to memory.
AMD's chiplet design allows for a larger KV (Key-Value) cache and for more memory to be packaged with its GPUs than those from Nvidia. Meanwhile, the company just announced it was acquiring memory optimization company MEXT, which uses AI-driven software to increase memory capacity while lowering costs without impacting performance. Its technology moves infrequently accessed data from high-cost DRAM (dynamic random-access memory) to unused flash memory, and then uses AI to predict when that data will be needed and transfers it back before it is even requested. Together with its prior acquisition of ZT Systems, this will allow AMD to offer end-to-end servers for inference at an attractive cost.
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The company already has two $100 billion GPU inference deals in place, and it looks poised to become a major player in this arena. That's good news, as the inference market is expected to eventually grow larger than the training market.
In addition to its inference opportunities, AMD also has a major opportunity in agentic AI. The company is a leader in data center CPUs, and this market is set to explode, as CPUs are needed to provide the sequential logic needed to manage AI agents. The GPU-to-CPU ratio is expected to go from 8:1 for training to 1:1 for agentic AI, and AMD sees this as a $120 billion addressable market.
The verdict With a 39.5x one-year forward P/E, AMD is much more expensive than Nvidia, but with a market cap of less than $900 billion, it is a much smaller company than its $5 trillion rival. With two huge opportunities ahead of it, it has significant upside, while Nvidia could eventually run into the law of large numbers in terms of revenue growth.
I really like both stocks, but I think AMD could have more upside over the next decade, given its smaller size and its positioning with two big emerging trends.
JPMorgan Chase promoted Doug Petno and Troy Rohrbaugh to co-presidents. In addition, Marianne Lake, a longtime lieutenant to Chairman and Chief Executive Jamie Dimon, is retiring
Brendan Carr, the Trump-aligned chairman of the Federal Communications Commission (FCC), has accused Disney of running a “campaign of misinformation” as the media group defends itself against investigations the regulator has initiated.
Disney-owned ABC launched a public awareness campaign earlier this week to encourage viewers to back the network as it faces two separate investigations before the US media regulator.
Since ABC began running advertisements encouraging viewers to file public comments, the FCC has received more than 51,000 submissions on its investigation into whether the daytime talk show The View violated equal time provisions around political candidates appearing on programs.
There have also been nearly 40,000 submissions regarding the commission’s broader investigation into whether ABC should be able to renew its licenses for the eight local television stations it owns around the country. The outcome of that license renewal process, which could take more than a year, is extremely crucial for the future of the network.
Carr said that Disney “is running a fairly standard, off-the-shelf PR strategy” and is seeking to litigate the case in the media. Taking it one step further, Carr said: “I do think that Disney is running a campaign of misinformation here, I think in a lot of ways.”
He specifically called out ABC for saying in its advertisement raising awareness about The View investigation that “the FCC wants to control who is allowed to appear on the show.” “Our position is that we are enforcing the provisions of the Communications Act that Congress has passed,” he said. “We’re going to apply the law. Again, we have not made a decision one way or the other. We’re open-minded. We’ll see what they say.”
Asked whether the FCC would factor in the overwhelming proportion of comments that are defending ABC when making decisions about the network, Carr said: “We have our ways of combing through the comments and we evaluate the merits of what people are saying. We look at the facts and the arguments that are being presented. This is what we do day in and day out. Maybe it’s more comments than we normally get, but it’s not entirely unprecedented when you get issues that break above the media noise floor.”
Some telecom experts critical of Carr have said the license renewal process could ultimately take years, leaving the network in limbo. Asked by the Guardian about those concerns, Carr said it’s too early to say how long it could go.
“It’s not been decided at the FCC yet whether to renew the licenses, or whether we can’t make a finding to renew and therefore you set it for hearing through a hearing designation order,” he said. “Again, at this point, all options remain on the table and it can be dictated by the facts and the law, and we just got to go forward. If it’s short, great. If it’s long, great. But we got to apply the Communications Act and the provisions.”
Anna M Gomez, the lone Democrat-appointed FCC commissioner, reiterated her belief that Carr is using investigations and the license renewal process to put editorial pressure on ABC to go soft on the Trump administration, and not out of concern about whether Disney is discriminating against employees based on their race and gender, the rationale the chairman has given.
“It is so clear that this early license renewal is being done to pressure Disney,” she said. “This is all designed to pressure Disney to cave.”
Gomez also expressed doubt about whether public comments supporting ABC would factor into the FCC’s decision-making.
“Let’s not pretend that the public’s opinion will have an impact on the outcome,” she said. “I suspect this FCC will cherry-pick the submissions of partisan organizations to support its goal of silencing critics.”
Shares of U.S. jet fuel refinery Delek U.S. (DK +6.21%) rallied on Thursday, up 6% on the trading day, even as markets overall were flat.
Delek is a small- to mid-cap refining stock that also owns a 63% stake in Delek Logistics Partners (DKL +2.94%). While the company is small, it is also known for having a high percentage of refining revenue coming from jet fuel, compared with most other domestic fuel refineries.
Today, a fire at another U.S. refinery that primarily supplies jet fuel, owned by one of the major U.S. airlines, spurred a rally in Delek, which could become a beneficiary.
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A fire at Delta's Trainor could lead to higher margins for Delek Today, a fire broke out at the Trainer refinery in Trainer, PA. Of note, this refinery is owned by Monroe Energy, a wholly owned subsidiary of Delta Air Lines (DAL +1.61%). Delta is the only airline to own its own refinery, which it uses as a competitive advantage during periods of high jet fuel prices.
Refineries are a "spread" business that earns profits based on the margins they charge fuel buyers, and this spread is largely determined by supply and demand. Therefore, if a competing refinery goes down for a while due to a fire and related repairs, supply will be limited, and rivals' prices and margins will increase. Therefore, the Trainer facility fire stands to benefit Delek.
Delek had already seen soaring profits this year due to the war in Iran and Russia, which disrupted global supply. Now, with this fire at a rival, things could retighten, even after the "ceasefire" memorandum of understanding between the U.S. and Iran.
Image source: Getty Images.
Delek is an interesting energy opportunity It appears investors believe that since the war with Iran has ended, energy prices and jet fuel margins will revert to "normal" very soon, and that Delek's high margins should come down. However, that remains to be seen. Meanwhile, investors don't appear to be accounting for Delek's stake in Delek Logistics Partners. That 63% stake would be worth about $1.7 billion today, or 58% of Delek's market cap.
It's unclear exactly how long the Trainer refinery will be offline. Regardless, Delek looks pretty cheap at this valuation. And if the Trainer facility is offline for months for repairs, that would make Delek stock compelling here.
The Federal Reserve's annual stress tests once again confirmed the strength of America's largest banks, giving management teams the green light to return more capital to shareholders.
Following the results, JPMorgan Chase (JPM - Free Report) ) has announced a 10% dividend increase and authorized a massive $50 billion share repurchase program, while Goldman Sachs (GS - Free Report) ) raised its quarterly dividend by 11% but didn't announce a new buyback authorization.
For income investors, higher dividends are certainly welcome. However, the more important question is whether either stock still offers attractive value after a tremendous run over the past two years, with GS surging over 130% and JPM rising more than 70%.
Image Source: Zacks Investment Research
JPMorgan Continues to Reward ShareholdersJPMorgan announced plans to increase its quarterly dividend from $1.50 to $1.65 per share, representing a 10% increase, subject to board approval. At the same time, the bank's authorization of a new $50 billion stock repurchase program signals confidence in both its balance sheet and earnings outlook.
CEO Jamie Dimon has consistently emphasized maintaining a "fortress balance sheet", and the latest capital return announcement reinforces that message.
The buyback authorization is particularly notable because it allows JPMorgan to reduce its share count over time, boosting earnings per share while returning excess capital to investors.
Goldman Sachs' Dividend HikeGoldman Sachs also rewarded shareholders, increasing its quarterly dividend from $4.50 to $5.00 per share, an 11% increase following the favorable stress test results. That said, unlike JPMorgan, Goldman stopped short of announcing a new share repurchase authorization.
That doesn't necessarily signal weakness, as Goldman has historically been opportunistic with buybacks, often repurchasing shares when management believes the stock trades below intrinsic value.
Still, the absence of a buyback announcement makes JPMorgan's capital return package somewhat more shareholder-friendly in the near term.
P/E Analysis: JPM Looks Cheaper Than GSAlthough both banks have delivered outstanding returns since late 2023, valuation alludes to the notion that JPM may have more room to run, especially when considering the stock price to earnings (P/E).
Outside of a cheaper stock price of around $337 a share, JPM trades at 14X forward earnings compared to GS at over $1,000 a share and 18X forward earnings.
Both stocks trade above their long-term median forward P/E multiples, but Goldman appears considerably more expensive relative to its own history.
GS is trading at a decade-long high in regard to its forward P/E multiple and is noticeably above its median of 11X during this period. This suggests investors have already priced in much of the optimism surrounding investment banking, capital markets activity, and an expected pickup in mergers and acquisitions.
Meanwhile, JPM is trading modestly above its decade-long forward P/E median of 12X, and is still more than 30% from a high of 21X.
Image Source: Zacks Investment Research
The Deciding FactorBoth banks remain exceptionally well-managed businesses with strong capital positions and attractive long-term growth prospects.
However, if choosing between the two today, JPMorgan appears to offer the better risk-reward profile.
While neither stock looks outright cheap, JPMorgan trades at a lower forward P/E multiple on top of the fact that the newly announced $50 billion buyback program also provides an additional tailwind for earnings per share.
Conclusion & Strategic ThoughtsThe dividend increases from JPMorgan and Goldman Sachs underscore the strength of the U.S. banking sector following another successful round of Federal Reserve stress tests.
For investors seeking dependable dividend growth, both remain excellent choices. At the moment, JPMorgan and Goldman Sachs stock both land a Zacks Rank #3 (Hold).
To that point, neither stock is a bargain, but investors who already own either company may have little reason to sell, considering their dividend hikes. However, new buyers may want to be patient and look for market pullbacks before initiating positions.
When the company selling AI shovels suggests you grab a different shovel, it is worth a look. On a Fox Business segment June 25, 2026, blue-collar advocate Ken Rusk relayed NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang’s claim that “the next generation of millionaires will be carpenters, plumbers and electricians”. Rusk’s framing was blunter. “If I was a young man or young woman, I would be running to my technical college to get a degree in electrical work. You will do great, make six figures or better, without a college debt.”
The stakes for an 18-year-old right now are concrete. Borrow $100,000 for a four-year degree where, per Rusk, only one-third of those expensive degrees are in use today, or skip it for a technical credential and start earning by 20. Get the variable wrong and you either cap your ceiling or strand yourself with a payment that swallows a decade of paychecks.
Why the math actually works The advice is directionally right and badly framed. The real mechanic here is opportunity cost stacked on debt avoidance, and that one is very real. Calling the outcome “millionaire” oversells the trade itself.
Start with the benchmark. Median usual weekly earnings for full-time workers hit $1,235 in the first quarter of 2026 per BLS data. Average private-sector hourly earnings reached $37.53 in May 2026, the highest reading on record. Journeyman electricians in high-demand metros routinely clear both figures by year five, with $85,000 to $110,000 realistic by year ten.
Picture two 18-year-olds. Alex enrolls in a two-year electrical program, finishes apprenticeship debt-free, and earns $55,000 at 22 while the college student is still in school. Sam graduates at 22 with $35,000 in federal loans at roughly 7%, and lands a $65,000 desk job. By 26, Alex is earning $80,000 with zero debt. Sam is earning $80,000 and funneling around $400 a month toward loans. Reaching a million by 65 is plausible for Alex. The driver is the four-year head start on saving plus zero loan interest compounding against the paycheck. The four-year head start on saving is the engine; the trade is just the vehicle.
The demand side is what makes this moment different from a decade ago. Meta (NASDAQ:META) committed $115 million to skilled-trades training in a single year. BlackRock (NYSE:BLK) added $100 million. Alphabet (NASDAQ:GOOGL) put up $50 million to train 300,000 workers. Over $800 billion has gone into AI infrastructure, and Nvidia projects a $3 to $4 trillion buildout of AI systems by 2030. Data centers, as Rusk put it, are “concrete, steel, wire and piping”. Behind all that is a projected 2.1 million skilled-trades worker shortage. Total nonfarm payrolls reached 159,001 thousand in May 2026, a record. The labor pool to fill those holes does not exist yet.
Geography decides everything The factor that determines whether this advice works for you is geography. An electrician in Northern Virginia’s data center alley or central Texas earns a different living than one in a rural county with no commercial buildout. Where utilities are wiring new substations for hyperscalers, a journeyman can pull $120,000 plus overtime. In a small town with no new construction, the same license earns $55,000.
Run both sides. A 25-year career at $110,000 average versus a 25-year career at $60,000 average is a $50,000 annual gap, or roughly $1.25 million in gross lifetime earnings before any investing. Same trade, same skill, different ZIP code. The Huang thesis is really a bet that you locate yourself near the buildout.
That is roughly what investing the avoided college-debt payment looks like over a working life at market returns. Investing what you would have paid Sallie Mae is what gets you to a million. The trade is what frees up the cash to do it.
Three moves to make this real Price your local market before picking a trade. Pull BLS Occupational Employment Statistics for electricians, plumbers, and HVAC techs in your metro. The 90th percentile wage tells you the ceiling. If the 90th percentile in your area is under $85,000, the math weakens fast. Target a paid apprenticeship. Apply to IBEW for electrical work or the UA for plumbing and pipefitting. Training is paid, the credential is portable, and you graduate without debt. If college is still the plan, run the side-by-side. Total tuition plus four years of foregone earnings against apprentice wages plus zero debt over the same period. The delta is usually larger than parents expect, even before student loan interest. Huang is right about where the money is flowing. Whether it flows to you depends on what you build, where you build it, and what you do with the paycheck once it lands.
Count Qualcomm (QCOM) among the mature technology companies that have garnered new favor among investors by way of the artificial intelligence (AI) trade. Specific to the California-based semiconductor producer, it’s captivating investors with its fast-growing data center chip business.
Owing to booming data center demand — a theme analysts view as durable for at least a few more years — short-term traders may find plenty of occasions to make use of the Direxion Daily QCOM Bull 2X ETF (QCMU). It is worth noting that some market observers believe that Qualcomm’s data center chip business is still in a “show me” stage, implying that traders may also want to monitor the Direxion Daily QCOM Bear 1X ETF (QCMD).
Both ETFs debuted last November. QCMU attempts to deliver 200% of the daily performance of Qualcomm shares while the bearish — though not leveraged — QCMD seeks returns corresponding with the daily inverse performance of the tech stock. Both Direxion ETFs could be useful to tactical traders in the back half of 2026.
See more: Direxion’s New ETFs Focus on Qualcomm and Cisco
Sizing Up Qualcomm Data Center Biz Qualcomm recently held an investor event, providing details on its data center chip unit. During the event, the company told investors that it expects $40 billion in nonhandset chip revenue in fiscal 2029 on adjusted earnings per share of $18. There was also some hinting at significant news, indicating that QCMU could come into play later this year. However, that doesn’t eliminate the case for QCMD as a potential short-term hedge.
“Qualcomm hinted at big news coming within this event. We view the technological announcements as substantial, but not mind-blowing. The company’s data center revenue forecast from these products was better than we expected,” noted Morningstar’s Brian Colello.
Qualcomm’s hyperscaler relationships have increasingly drawn investors to the stock. More clarity and growth on that front are what generate the headlines that drive momentum traders toward ETFs like QCMU.
“Two hyperscale customers will exceed $1 billion in fiscal 2027, which intrigues us, as Qualcomm’s server CPU deal with Meta is presumably not included, since it will ramp in the second half of 2028. Microsoft and Google presented at the event, and perhaps these are the two immediate customers,” added Colello.
Looking further out, Qualcomm probably won’t be wresting the crown as the dominant data center chip provider from a well-known competitor, but even modest market share gains could boost the stock and, potentially, QCMU.
“Although Qualcomm will likely exceed our prior expectations for its data center business over the next few years, we don’t anticipate it will usurp Nvidia’s wide moat or early-mover advantage in AI. Still, taking a sliver of this massive AI computing opportunity bodes well for earnings growth,” concluded Colello.
For more news, information, and strategy, visit the Leveraged & Inverse Content Hub.
Qualcomm Inc (NASDAQ:QCOM, XETRA:QCI) outlined higher long-term revenue and earnings targets at its investor day, prompting analysts at Bank of America and UBS to lift their estimates and price targets while maintaining differing views on execution risks.
The chipmaker increased its fiscal 2029 non-handset revenue target to $40 billion from a previous goal of $22 billion.
The updated forecast includes more than $15 billion in data center revenue, over $10 billion from automotive, and more than $14 billion from Internet of Things businesses.
Qualcomm also projected fiscal 2029 adjusted earnings per share above $18, compared with Wall Street expectations of roughly $14 to $15.
The updated forecasts were welcomed by investors who sent shares of Qualcomm up almost 6% to about $209 on Thursday afternoon.
Bank of America analysts wrote that they were impressed by Qualcomm's revised targets, increased visibility into its data center business, and its roadmap for AI accelerators and central processing units through fiscal 2030.
The firm noted that Qualcomm expects about $5 billion in fiscal 2027 data center revenue, supported by two custom hyperscaler design wins, connectivity products and shipments of its AI200 accelerator in the second half of fiscal 2027.
Qualcomm's data center plans now include custom silicon, connectivity products, high-bandwidth compute accelerators and AI-focused CPUs. The company also highlighted a new high-bandwidth compute architecture designed to address memory bottlenecks and improve inference efficiency.
Bank of America raised its fiscal 2027 and 2028 adjusted earnings estimates by 2% and 10%, respectively, and increased its price objective to $220 from $195.
However, the firm reiterated its ‘Underperform’ rating, writing that the stock already reflects significant data center expectations and that Qualcomm still needs to demonstrate successful ramps of custom silicon, accelerators and CPUs. The analysts also pointed to risks related to China-linked custom chip revenue and uncertainty surrounding a future renewal of Qualcomm's licensing agreement with Apple.
UBS analysts wrote that Qualcomm's updated fiscal 2029 revenue and earnings targets were largely in line with their expectations and appeared consistent with investor forecasts ahead of the event. They described the company's broader data center portfolio as more extensive than previously anticipated, encompassing decode-focused AI accelerators, data center CPUs, custom application-specific integrated circuits and connectivity products.
UBS wrote that Qualcomm expects custom ASICs, including two hyperscaler customers, to account for the majority of its targeted $5 billion in fiscal 2027 data center revenue. The firm added that management expects data center revenue to exceed $15 billion by fiscal 2029 as additional products, including CPUs, begin to ramp.
The analysts highlighted Qualcomm's announcement that Meta Platforms will be a customer for its CPU products, describing it as notable given Meta's use of a mix of Nvidia, Arm-based and x86-based AI infrastructure.
Beyond data centers, Qualcomm raised its fiscal 2029 automotive revenue target to more than $10 billion from a prior target of about $8 billion and expanded its automotive design-win pipeline to approximately $65 billion from $45 billion around 18 months ago. The company maintained its IoT revenue target of more than $14 billion.
UBS wrote that Qualcomm's efforts to expand from a semiconductor supplier into a full-stack platform provider, with additional software and developer tools, could support growth opportunities in edge computing, industrial applications and robotics.
The firm increased its price target to $235 and wrote that Qualcomm's fiscal 2029 outlook should be viewed as a milestone rather than an endpoint, with management targeting more than $100 billion in annual revenue over the next five to seven years.
Qualcomm shares climbed on Thursday after the chipmaker outlined an expanded push into artificial intelligence data centers, raised its long-term revenue targets, and unveiled new partnerships with Meta Platforms and Microsoft.
Shares rose 8% earlier in the trading session. It lost some of the gains, and at the time of writing, QCOM shares were up 4.34% at $205.88.
During its investor day, Qualcomm lifted its fiscal 2029 non-handset revenue target to $40 billion, nearly double its prior guidance.
The company also projected $15 billion in data center revenue by that time.
The chipmaker said the shift reflects a broader diversification strategy away from its traditional reliance on smartphones, tablets, and gaming devices.
Qualcomm expects handsets to account for just one-third of total revenue by fiscal 2029, down from 72% in fiscal 2025.
Qualcomm CFO Akash Palkhiwala said, “While we're coming in late, we're coming in with technology advantages and something unique that solves the problems that these companies have.”
A key highlight of the investor day was Qualcomm’s announcement that Meta Platforms would adopt its new Dragonfly C1000 central processing units once they become available in 2028.
Microsoft’s Azure cloud division will also use Qualcomm’s High Bandwidth Compute (HBC) chip architecture, expected to launch in mid-2027.
Qualcomm announced on Wednesday that it has agreed to acquire artificial intelligence infrastructure software company Modular in a $3.9 billion all-stock transaction as it seeks to expand its AI portfolio.
The company said Modular’s technology, including an AI programming language designed to compete with Nvidia’s CUDA, will support Qualcomm’s broader goal of building an open AI software stack.
“The entire strategy here is to have an industry standard stack that is completely open source that can be deployed by any customers, on Qualcomm chips, but also on competitive chips,” Palkhiwala said.
The announcements come at a time when chip stocks have faced volatility, with investors questioning the sustainability of hyperscaler spending on AI infrastructure.
Some analysts remain cautious despite the long-term outlook. KeyBanc’s John Vinh said, “While data-center targets exceeded our expectations, we think it's early days,” while maintaining a Sector Weight rating.
Susquehanna analyst Christopher Rolland raised his price target to $190 from $160 but kept a Neutral rating, citing “headwinds in the mobile market.”
Morgan Stanley upgraded Qualcomm to Equal Weight from Underweight, noting it had “been wrong to be skeptical.”
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions the company among the emerging beneficiaries of the artificial intelligence buildout, but noted that the projected three-year growth trajectory remains a “show-me story.”
However, other firms remained divided, with BofA maintaining an Underperform rating and warning that while long-term targets are stronger, the stock may already reflect significant expectations for data center success.
HomeInvestingStocksOutside the BoxOutside the BoxQualcomm is chasing a massive $40 billion transformation. Meta is already buying in.June 25, 2026, 4:39 p.m. ET
Qualcomm is still priced as a smartphone and wireless-technology company with budding aspirations in other segments. That perception has been fair, since most revenue still comes from handsets and licensing, and new markets have stayed mostly off the income statement.
At its investor day in New York on June 24, Qualcomm QCOM set out to change its Wall Street image. The company brought numbers, products and a marquee customer — Meta Platforms META — to help complete the makeover.
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