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The company expects revenue to grow 4% to 6% for June 1 to Dec. 31, and said the outlook reflects its confidence in the underlying strength of the business.
NEW YORK--(BUSINESS WIRE)--American Express Company (NYSE: AXP) today announced the release of the results of its company-run 2026 Dodd-Frank Act Stress Test (DFAST). American Express will continue to be subject to its current Stress Capital Buffer (SCB) requirement of 2.5 percent, the minimum SCB requirement under the applicable regulations, through September 30, 2027. The decision is consistent with the Federal Reserve's February 4, 2026, announcement that it will maintain existing SCB requir.
Home Depot Inc (HD +0.62%) and Lowe's Companies (LOW +0.22%) remain the undisputed titans of the home improvement world as they compete for dominance in a shifting economic landscape. Choosing between them requires a look at their distinct strategies and valuations.
While both companies sell building materials and tools, they target slightly different customer bases and utilize unique growth initiatives. This comparison examines their financial health, risk factors, and current stock valuations to help you decide which is the stronger buy today.
The case for Home DepotHome Depot focuses on serving homeowners, professional contractors, and those who need assistance with installation projects. The company uses an interconnected retail model to reach customers among retail stocks through both physical stores and digital platforms. Recent acquisitions of specialty distributors like SRS and GMS have expanded its reach to roofing and landscaping professionals.
In FY 2025, revenue reached $164.7 billion, representing approximately 3.2% growth over the prior year. The company reported net income of $14.8 billion for the same period.
As of its February 2026 balance sheet, the debt-to-equity ratio was nearly 5.1x. This means the company's total debt is 5.1 times its shareholders’ equity. Free cash flow, which is cash from operations minus capital expenditures, was nearly $12.7 billion for the year.
The case for Lowe's CompaniesLowe's targets a mix of homeowners, renters, and professional customers through its Total Home strategy. The company aims to provide a comprehensive solution for all home improvement needs by offering products for every room in the house. Recent acquisitions like Foundation Building Materials help it reach larger professional construction markets that were previously underserved by its traditional retail model.
For FY 2025, revenue was approximately $86.3 billion, an increase of about 3.1% year over year. The company generated net income of nearly $6.7 billion during this fiscal period.
As of the January 2026 balance sheet, the debt-to-equity ratio was nearly -4.5x. This negative figure indicates that the company's total liabilities exceed its shareholder equity. Free cash flow was $7.7 billion, representing the actual cash a business generates after accounting for the costs of maintaining its physical assets.
Risk profile comparisonHome Depot faces legal risks, including a 2026 class action lawsuit over the use of AI-powered license plate readers in its in-store parking lots. The company also deals with complex supply chain issues and geopolitical tensions that can impact product costs. Integration risks exist as it incorporates large acquisitions like SRS, while competitors like Amazon.com Inc (AMZN 3.38%) pressure its digital evolution.
Lowe's is highly sensitive to macroeconomic shifts such as interest rates and housing turnover, which drive renovation demand. The company is currently transforming its supply chain network, and any execution failures could lead to inventory shortages or delivery delays. It also faces cybersecurity threats and intense competition from other large chains and Amazon in the digital space.
Valuation comparisonLowe's appears to be the more affordable option based on its lower Forward P/E, which compares the stock price to future earnings estimates. Lowe's also carries a lower P/S ratio, which measures stock price against total revenue.
MetricHome DepotLowe's CompaniesSector BenchmarkForward P/E21.7x17.1x28.6xP/S ratio2.0x1.4xSector benchmark uses the SPDR XLY sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Both Home Depot and Lowe’s are household names in the home improvement industry, drawing professional contractors and do-it-yourselfers to their big-box stores.
Their retail model means margins are thin, with each company constantly looking for an edge to both grow sales and expand profits.
For Home Depot, that is coming in two ways. The business recently acquired Mingledorff’s, a leading wholesale distributor of HVAC products, giving Home Depot a greater foothold in the sector. At the store level, Home Depot is transferring the power to do more customization to stores in an attempt to better engage customers and generate more loyalty. Is it working? A bit. Walk Street analysts see the chain increasing sales by close to 4% and net income a little over 1% in fiscal 2026.
Lowe’s, meanwhile, is seen as growing its sales by about 8% and net income around 2.5% in 2026. Lowe’s is also pushing to improve the customer experience, noting that first-quarter 2026 sales rose 10% on the strength of initiatives such as its focus on attracting more contractor customers. As part of that, the company is rolling out an AI-assisted tool that allows a contractor to bring in any form of input — a PDF, a photo, a handwritten note — and it will identify their needs. Management says it will shift the fulfillment of pro orders from days to hours.
So which is the better buy? Both are businesses of scale. Lowe’s has a smaller revenue base, so it should naturally be able to grow faster than Home Depot. It is also simply cheaper on a price-to-sales and forward price-to-earnings basis. Buy good companies at good prices, as the saying goes. The choice is Lowe’s.
Caterpillar (NYSE: CAT | CAT Price Prediction) has been one of the more surprising mega-cap winners of 2026, riding a record backlog, AI-driven power generation demand, and aggressive capital returns to fresh highs. With the stock now changing hands above $1,038, the question is whether the next leg requires fresh fundamental fuel or a pause.
Our 24/7 Wall St. price target for Caterpillar is $1,061.82, implying modest 2.28% upside over the next 12 months. We rate the stock a hold with high confidence (90%). The fundamentals remain excellent, but the valuation has caught up.
24/7 Wall St. Price Target Summary Metric Value Current Price $1,038.19 24/7 Wall St. Price Target $1,061.82 Upside 2.28% Recommendation HOLD Confidence Level 90% A Power Generation Story Built on a Construction Base Caterpillar shares are up 74.34% year to date and 169.49% over the past year, with a 13.02% gain in the past month alone. CAT now trades just 7% off its 52-week high of $1,023.29, a remarkable run from last summer’s low of $369.05.
The Q1 2026 earnings report on April 30 sealed the rally. EPS came in at $5.54 against a $4.64 consensus, while revenue of $17.41 billion grew 22.22% year over year. Construction Industries surged 38%, and Power Generation jumped 41% to $2.82 billion on data center demand for large reciprocating engines and turbines. CEO Joe Creed pointed to “a record backlog” as the foundation for continued momentum.
Why Bulls See a Breakout Above $1,113 The bull case rests on the AI infrastructure cycle. Power Generation has now grown 28%, 31%, 44%, and 41% across the last four quarters. PineBridge analysts argue data center equipment growth is “essentially locked in for the next four to five years” at roughly 25% annually given electrical infrastructure constraints.
Layer on a record backlog, Construction Industries expanding margins to 21.4%, and $5 billion of Q1 buybacks, and the bull scenario gets you to our $1,113.73 upside target.
The Risks Worth Watching The bear case is the price, the tariffs, and the multiple. CAT trades at a forward P/E of 41x, well above its historical range. Management guided full-year tariff impact of $1.30 to $1.50 billion, and Resource Industries segment profit fell 39% in Q1. Insiders are net sellers across 66 recent transactions.
The Street’s consensus target of $949.68 sits below the current price, and our bear case scenario implies $842.92, an 18.81% drawdown. Bulls would counter that margin compression reflects transitory tariff absorption rather than structural deterioration, and that the dealer inventory build supports a longer cycle.
Caterpillar Price Prediction 2026-2030 The 24/7 Wall St. price target of $1,061.82 earns a hold with 90% confidence. The business is excellent. The stock has simply priced in a lot of that excellence after a 169.49% one-year run.
A pullback toward the 200-day moving average near $673, or confirmation that tariff costs roll off into 2027, would reset the entry case. The setup weakens if Power Generation growth decelerates below 20% or if Resource Industries margins continue to compress.
Year 24/7 Wall St. Price Target 2026 $1,061.82 2027 $1,108.22 2028 $1,154.63 2029 $1,201.03 2030 $1,247.43 These projections assume Caterpillar continues converting its record backlog while tariff pressures normalize. Significant upside could come from accelerated data center capex, while a U.S. infrastructure slowdown or commodity downturn would test the floor.
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of Momentum. The Plan was adopted by the Salesforce Board of Directors in July 2014, in accordance with New York Stock Exchange Rule 303A.08.
Under the Plan, Salesforce granted a total of 34,444 restricted stock units ("RSUs") to 35 employees at Momentum. These RSUs vest over four years, with 25% vesting on the first anniversary of the grant date, and the remaining 75% of the RSUs vesting quarterly thereafter in 12 equal installments.
All equity awards are subject to the employee's continued service through each applicable vesting date. Each of the employees who received an award is a non-executive officer.
About Salesforce
Salesforce helps organizations of any size become agentic enterprises - integrating humans, agents, apps, and data on a trusted, unified platform to unlock unprecedented growth and innovation. Visit www.salesforce.com for more information.
ToplineT-Mobile would be the most logical acquisition target for SpaceX should it fail to strike a deal to use another company’s wireless network, one analyst suggested Thursday, as Elon Musk’s rocket maker seeks to expand Starlink into a broader wireless business.
T-Mobile would be the “clear choice” for Elon Musk’s rocket maker’s expansion into wireless, one analyst said.
AFP via Getty Images
Key FactsSpaceX outlined its hopes to expand into wireless in its initial public offering filing last month, casting its Starlink Mobile as a potential competitor to Verizon, AT&T and other providers.
TD Cowen analyst Gregory Williams wrote Thursday that T-Mobile would be the “clear choice” for SpaceX if it does not reach a wholesale network deal, or if Musk’s firm would rather own a wireless business outright, citing SpaceX’s existing partnership with T-Mobile through its Starlink business.
“Another thought would be [for SpaceX] to acquire AT&T,” Williams suggested.
SpaceX could raise the money to buy T-Mobile by selling more of its own stock, which Williams said it could do without significantly reducing existing shareholders’ ownership stakes.
Williams suggested SpaceX may also acquire a cable TV company, noting both Comcast and Charter Communications reached wholesale network agreements with Verizon, making them potentially attractive to SpaceX.
surprising factStarlink accounted for 69% of SpaceX’s revenue through its first quarter, and the company’s connectivity arm—which includes Starlink Mobile—was its only profitable unit after its space unit lost $619 million and its AI arm shed $2.5 billion.
tangentSome analysts have projected that SpaceX will soon acquire Musk’s Tesla: Wedbush Securities analyst Dan Ives said his firm placed odds of 80% or higher for the two companies to merge by 2027, writing in a note the “groundwork [was] already in place for both operations to become one operation.” SpaceX president Gwynne Shotwell, who spoke to CNBC ahead of the firm’s trading debut earlier this month, said a deal combining SpaceX and Tesla “might make Elon’s life a little easier.” Shotwell said there’s “no question that there are synergies between Tesla and SpaceX in our futures,” but concluded she was “focused on keeping the lights on here.”
key backgroundIn its IPO filing, SpaceX projected the addressable market for Starlink Mobile, or the total amount of revenue it could make if it held all possible demand for the products or services it targets, at $740 billion, briefly noting it would seek to “expand our Starlink Mobile offering.” In January, in response to a user on X speculating whether a “Starlink phone” would be released, Musk said it was “not out of the question at some point” (Musk said SpaceX was not developing a phone as of February).
further readingForbesSpaceX Shares Fall Below $150 Debut Price For First TimeBy Ty Roush
NEW YORK--(BUSINESS WIRE)--Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of securities of First Solar, Inc. (NASDAQ: FSLR) between February 26, 2025 and February 24, 2026, inclusive (the “Class Period”). First Solar is a solar technology company.
For more information, submit a form, email attorney Phillip Kim, or give us a call at 866-767-3653.
The Allegations: Rosen Law Firm is Investigating the Allegations that First Solar, Inc. (NASDAQ: FSLR) Misled Investors Regarding its Business Operations.
According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) Defendants had overstated First Solar's capacity to manage the impact of U.S. tariff policy on First Solar's business; (2) Defendants understated the extent to which its responses to U.S. tariff policy, including the intentional underutilization of production facilities in Malaysia and Vietnam, and attempted relocation of production to the U.S., were likely to negatively impact First Solar's projected performance in the 2026 fiscal year; and (3) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
What Now: You may be eligible to participate in the class action against First Solar, Inc. Shareholders who want to serve as lead plaintiff for the class must file their motions with the court by August 24, 2026. A lead plaintiff is a representative party who acts on behalf of other class members in directing the litigation. You do not have to participate in the case to be eligible for a recovery. If you choose to take no action, you can remain an absent class member. For more information, click here.
All representation is on a contingency fee basis. Shareholders pay no fees or expenses.
About Rosen Law Firm: Some law firms issuing releases about this matter do not actually litigate securities class actions. Rosen Law Firm does. Rosen Law Firm is a recognized leader in shareholder rights litigation, dedicated to helping shareholders recover losses, improving corporate governance structures, and holding company executives accountable for their wrongdoing. Since its inception, Rosen Law Firm has obtained over $2 billion for shareholders.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Investors seeking reliable dividends often look to the healthcare sector, but choosing between AbbVie Inc (ABBV +3.51%) and Pfizer Inc (PFE 1.70%) requires a close look at their post-pandemic growth strategies and pipelines.
AbbVie focuses on high-margin specialty medicines in immunology and oncology, while Pfizer operates a broader portfolio spanning vaccines, primary care, and specialized cancer treatments. Both companies are navigating significant patent expirations, making their current research pipelines and acquisition strategies the primary drivers for long-term shareholder value in 2026.
The case for AbbVieAbbVie focuses on discovering and delivering innovative medicines for complex health issues through a global workforce of roughly 57,000 employees. Its U.S. pharmaceutical sales are heavily concentrated among three major wholesale distributors: McKesson Corporation (MCK 0.24%), Cardinal Health (CAH +0.75%), and Cencora (COR +1.11%). Customer concentration like this adds a layer of risk to the business because these three firms account for almost all domestic product sales.
In FY 2025, the company reported revenue of nearly $61.2 billion, representing growth of approximately 8.7% over the previous year. It achieved net income of roughly $4.3 billion during this period.
As of its most recent period, its debt level was $72.9 billion. During FY 2025, it generated more than $17.8 billion in free cash flow, defined as cash from operations minus capital expenditures.
The case for PfizerPfizer applies its global resources to develop and manufacture a wide range of vaccines and medicines for patients in roughly 200 countries. The company relies on a network of wholesale distributors and pharmacy chains, while government entities such as the CDC are critical customers of its vaccine products. It is currently focused on expanding its oncology footprint to diversify away from its legacy pharmaceutical stocks portfolio.
During FY 2025, Pfizer generated revenue of nearly $62.6 billion, representing a slight decline of approximately 1.6% from the previous fiscal year. Despite the dip in sales, it reported net income of close to $7.8 billion for the period.
Its balance sheet shows a debt of $67.3 billion. It generated roughly $9.1 billion in free cash flow during FY 2025, which represents the cash remaining from operations after subtracting capital expenditures.
Risk profile comparisonAbbVie faces significant patent and exclusivity risks, particularly as biosimilar competition challenges legacy products like Humira. Pricing and regulatory pressure from the Inflation Reduction Act also target core revenue drivers like Imbruvica and Botox, potentially leading to government-mandated price cuts. Furthermore, the company must successfully integrate major acquisitions such as Apogee Therapeutics (APGE 0.01%) to achieve its growth targets and justify the capital spent.
Pfizer is approaching a patent cliff, with several blockbuster drugs set to lose exclusivity, inviting competition from generic manufacturers. The company is also managing heavy debt levels following its acquisitions of Seagen and Metsera and is facing thousands of lawsuits related to its legacy products. Additionally, it faces stiff competition in the vaccine market and specialized treatment space from rivals like Moderna (MRNA 1.11%) and Merck & Co (MRK +3.96%).
Valuation comparisonPfizer currently trades at a lower Forward P/E and P/S ratio than AbbVie, indicating that investors are paying less for Pfizer's revenue and future earnings estimates.
MetricAbbViePfizerSector BenchmarkForward P/E16.6x8.2x24.8xP/S ratio6.8x2.2xn/aSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Pfizer has been in an odd spot in recent years, as the boost it got from its COVID-19 vaccines is wearing off, with fewer people getting them and competitors proliferating. Wall Street has also been concerned about a ”wall” of patent expirations facing the business in the next few years.
But there is reason for hope. Pfizer has made great strides in bringing its own GLP-1s to market. In December, it struck a deal with a Chinese pharmaceutical company to develop small-molecule GLP-1s that will lead to a daily pill. Its recent acquisitions have driven overall growth for the company.
For fiscal 2026, net income is seen jumping by some 40% to more than $11 billion, with sales increasing by a smaller margin to $61.7 billion. Sales beyond are expected to decline due to expiring patents, but the company is expecting three FDA decisions and multiple trial readouts and starts that should generate at least some new products to power the business.
AbbVie is also buying itself growth with its recent buy of Apogee Therapeutics. Its two new-ish immunology products, Skyrizi and Rinvoq, have proven to be true growth drivers for the business, and investors are hopeful that an FDA decision on a Parkinson’s treatment later this year will bode well for the company.
Like Pfizer, AbbVie is expected to see screaming growth in net income this year, to $14.6 billion from $4.2 billion. Sales should grow to $67.2 billion.
Of these two healthcare giants, AbbVie is showing greater near-term success with new treatment introductions, while Pfizer is still relying on potential products (GLP-1s) and FDA approvals that may not turn out as investors hope. Abbvie gets the nod for 2026.
The move turns Palantir into a live case study of Michael Burry’s bearish thesis on the name and on the AI trade more broadly.
PLTR stock is slipping. See the chart and price action here. June is on track to be Palantir’s heaviest monthly hit since the early‑2021 post‑meme unwind. In price‑action terms, the stock has broken through key support levels and is now at new 52‑week lows, a classic pattern of failed momentum followed by accelerated downside.
That breakdown is exactly the sort of technical shift Burry has been flagging for months.
Fundamentally, Palantir has reported very strong numbers: rapid revenue growth, especially in U.S. commercial and a sizable raise to full‑year guidance. On pure operations, the company hit the marks that many growth investors wanted to see.
The problem, and the crux of Burry’s argument, is valuation. His camp sees a good business that was priced as if the AI narrative could support almost any multiple, with investors paying far ahead of current cash flows and assuming flawless execution for years.
The Bear Case Burry’s bear case revolves around three main points:
Palantir’s June meltdown ties those strands together. A broader derating in high‑multiple software and AI, negative headlines out of Europe on contracts and legal challenges and a clean technical break all hit at once.
In normal conditions, Palantir’s latest earnings and guidance might have cushioned the blow. Instead, they arrived in a tape that is actively punishing anything still seen as expensive, creating the kind of air‑pocket decline that option bears look for.
The Bottom LineFor now, Palantir’s worst month since 2021 reads as a rare moment when a high‑profile short is clearly in the money.
The business still has room to prove Burry wrong over a longer horizon, but June’s drawdown shows that his core contention—that narrative‑driven AI winners would face a harsh valuation reset—has already drawn first blood.
PLTR Stock Price Activity: Palantir stock was down 5.78% at $106.94 at the time of publication Thursday, according to data from Benzinga Pro.
Over the past month, PLTR has declined about 17.8% versus a 2.4% decline in the S&P 500 and is down roughly 38% year-to-date compared to the index’s 6.8% gain. The stock is trading at new 52-week lows.
This image was generated using artificial intelligence via Gemini.
Market News and Data brought to you by Benzinga APIs
Palantir has been known to command an eye-watering valuation premium relative to the rest of the software industry. But as the artificial-intelligence hardware trade continues to suck up investor dollars, shares of the data-analytics company have come to fetch a slightly less outrageous multiple.
Paul Meeks highlights the surge in memory prices as a key driver for Micron (MU) and the broader semiconductor sector. He examines whether the stock can extend gains after hitting a record high on strong earnings, with AI-driven memory demand accelerating.
The pre-market session on Thursday was a wall of green. Micron Technology (NASDAQ:MU | MU Price Prediction) ripped 12.32% intraday to $1,177.73 after a fiscal Q3 report that redefined what an AI-cycle blowout looks like. The rest of the memory complex came along for the ride. On CNBC the same morning, Global X’s Seana Smith framed the earnings report as vindication, saying “the beat and raise… very much justifies… the demand side of the story… with the AI infrastructure build out.” The interesting trade was buried in what came next.
Moreover, Academy Securities strategist Peter Tchir pivoted. “This solves some of the problems that came up earlier in the week,” he said, before adding that “there’s going to be better opportunities. The market’s got to start focusing on what the president’s next agenda is. Defense spending, space spending.” That is the trade hiding inside the chip rally.
The Micron number that anchors the debate Micron posted fiscal Q3 revenue of $41.46 billion against a $35.25 billion consensus. In addition, non-GAAP EPS came in at $25.11, and a GAAP gross margin at 84.6%. Cloud Memory alone did $13.77 billion. CEO Sanjay Mehrotra called it “the strategic value of memory in the AI era” in the 8-K press release. Furthermore, he then guided Q4 to $50 billion in revenue and 86% gross margin.
Steve Grasso raised the obvious complication. “You don’t really buy this stock at 80% margin… that’s why you see the stock fall 20% and then rise 15%. I would say we’re probably closer to the end in those.” The shares are up 267.54% year to date and 721.72% over a year. Qualcomm (NASDAQ:QCOM) rode the same wave higher, up 3.69% on the day, but its handset revenue fell 13% year over year in the prior quarter on memory supply constraints. The AI memory bull case is now priced.
The defense pivot Look at where the money would actually go. The Department of War’s FY 2027 budget request totals $756.8 billion in investment spending, an explicit 42% increase with $18 billion earmarked to operationalize Golden Dome and the largest space allocation in U.S. history. Patriot, THAAD, and SM-3/SM-6 inventories are being topped up.
Lockheed Martin (NYSE:LMT) has been the laggard, up only 2.85% year to date after a Q1 EPS miss at $6.44. Management reaffirmed $77.5 to $80.0 billion in FY26 sales and flagged multi-year framework agreements scaling Patriot, THAAD, and PrSM production three to four times current rates. The stock trades at a forward PE of 16x, against an analyst target of $625.16.
BWX Technologies (NYSE:BWXT) is the cleaner play on naval reactors and reshored nuclear manufacturing. Q1 revenue rose 26.1% to $860.22 million, backlog sits at $8.65 billion, and FY26 guidance was raised above $3.75 billion. Shares are up 19.31% year to date with a forward PE of 46x.
Space and rare earths Rocket Lab (NASDAQ:RKLB) was selected for the Space Based Interceptor under Golden Dome, posted Q1 revenue of $200.35 million up 63.5%, and carries a $2.2 billion backlog. The shares pulled back 20.90% over the past week as investors took profits from a 155.26% one-year run. MP Materials is the rare-earth complement, with NdPr oxide and metal sales up 192% and a long-term magnet supply deal with Apple. Both names slot directly into the reshoring line item Tchir keeps circling.
The rates wildcard Grasso argued rate cuts are coming. “I think the rate hike story is over. It’s done… It’s at 1.85% right now. So I think he’s going to be smart and create an argument by the end of the summer to be able to cut rates again,” he said. Kalshi’s January 2027 contracts price a 61% probability of fed funds staying above 3.25%, so the panel sits well ahead of the prediction-market crowd on dovishness. If correct, defense capex and space programs get cheaper to finance just as the budget cycle delivers demand.
If wrong, the Micron rally still has to defend an 86% gross margin guide. Either way, the more interesting position has moved off the memory chart.
Key Takeaways Micron reported fiscal Q3 2026 revenues of $41.46B, up 74% sequentially.MU expects fiscal Q4 2026 revenues of about $50B as AI memory demand accelerates.Micron's fiscal Q3 gross margin reached 84.6%, with operating cash flow of $25.39B. With the advent of artificial intelligence (AI), NVIDIA Corporation’s (NVDA - Free Report) shares have soared 902.3% over the past five-year period, pushing the company’s market capitalization above $4 trillion, and making it one of the most valuable companies in the world. Incessant demand for NVIDIA’s cutting-edge AI hardware, including its Blackwell chips and graphics processing units (GPUs), has been a key catalyst behind the company’s noteworthy performance.
However, in recent times, NVIDIA’s shares have seen modest gains, as most of its solid quarterly performance has been priced into the stock. At the same time, investors remain skeptical about whether AI-related spending will increase fast enough to justify the company’s lofty valuation. Needless to say, the ongoing China-related export restrictions could weigh on profit margins and derail NVIDIA’s long-term growth prospects.
But investors shouldn’t be disheartened if they have missed out on NVIDIA’s explosive gains; instead, Micron Technology, Inc. (MU - Free Report) could be the next big opportunity for them. Micron stock appears well-poised to notch a new record high, eclipsing its previous peak of $1,213.56 set on June 22, 2026. Micron has delivered exceptional returns of more than 700% over the past year.
Micron’s recent strong earnings results, driven by unprecedented demand for its state-of-the-art high-bandwidth memory (“HBM”) chips used in AI servers, coupled with its strategic supply partnership with Anthropic, have positioned the Micron stock for a potential breakout above its previous high. Let us thus take a closer look at the two major factors underpinning Micron’s bullish outlook.
Micron’s AI Transformation: Record Results, Margin Surge, Growth EraMicron’s latest blockbuster earnings results have reconfirmed that the company is no longer a cyclical memory stock; it has established itself as a vital supplier of AI infrastructure. For the fiscal third quarter of 2026, Micron reported revenues of $41.46 billion, way more than the $23.86 billion reported in the fiscal second quarter of 2026, and up 74% sequentially, according to investors.micron.com. Revenues also more than quadrupled from the same period a year earlier.
Even more encouraging is the company’s forward guidance, with Micron expecting revenues for the fiscal fourth quarter of 2026 to reach around $50 billion, indicating that demand for HBM chips used in AI servers is increasing at a faster pace than earlier market expectations. But it’s not just AI enthusiasm that is driving the company’s performance; Micron’s earnings and cash flows are increasing at a promising pace enough to justify its elevated valuation.
Micron’s profitability has reached exceptional levels, with its gross margin for the fiscal third quarter increasing to 84.6% from 37.7% a year ago, reflecting strong pricing power and the strategic importance of AI-focused memory products. Additionally, a robust operating cash flow of $25.39 billion during the quarter has strengthened the company’s balance sheet and has given enough financial flexibility to fund growth initiatives.
Meanwhile, a recent strategic collaboration with Anthropic will enable Micron to integrate its advanced memory solutions into future AI infrastructure and improve long-term demand-supply visibility. This partnership could act as a growth catalyst as the demand for Micron’s HBM chips and advanced memory solutions will increase.
Micron: The Next AI Winner After NVIDIAAs investors seek the next big AI beneficiary after NVIDIA, Micron has emerged as a strong contender. The company’s transformation as a key AI infrastructure supplier, supported by surging AI-driven HBM demand, explosive revenue growth, expanding margins, strong cash generation, and its Anthropic partnership, provides multiple catalysts for a significant upside.
With AI adoption still accelerating, Micron is all set to play a leading role in the next phase of the AI boom and deliver additional upside for investors. Micron currently has a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
Shares in the automated test systems equipment company Teradyne (TER +10.48%) rose by 10.5% today on a strong day of recovery for AI and semiconductor-related stocks. The move was sparked by an excellent set of earnings from memory chip company Micron Technology, a Teradyne customer, which helped dispel fears that the AI spending boom was about to slow.
Teradyne's exposure to the semiconductor spending cycle Micron's earnings blew past expectations, with revenue of $41.5 billion in its fiscal third quarter, compared with the pre-earnings consensus of $36.5 billion, according to Visible Alpha.
Today's Change
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It's another data point that supports the idea that AI spending, and in this case on high-bandwidth memory producers, is building momentum rather than slowing down. That's good news for Micron, and it's great news for Teradyne, because if its customers' revenue growth accelerates, they're highly likely to ramp up production, which means more demand for Teradyne's automated test equipment.
Its solutions help ensure quality control and improve production yields for chip manufacturers.
Image source: Getty Images.
Where next for Teradyne The improving memory and data center end markets weren't lost on Wall Street, and a BofA analyst raised his price target on the stock this week to $525 from $365, while maintaining a buy rating.
If the strength in Micron's revenue and guidance is repeated elsewhere, Teradyne's estimates will almost certainly have to be raised as well. Something to look out for in the coming weeks and months.
Bank of America is an advertising partner of Motley Fool Money. Lee Samaha has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Micron Technology and Teradyne. The Motley Fool has a disclosure policy.
MU weekly chart shows recent strong performance and potential measured move target zone Trend Structure and Moving Average Support MU broke out of a 15-month basing pattern in September and has continued to trend higher since then. The subsequent uptrend is defined by a rising trend channel. An upside breakout above that rising channel was successfully tested as support during a pullback. Support was also confirmed near the 20-day moving average and the prior trend high. Most recently, another successful test of support near the 20-day average on Wednesday ended the minor pullback and launched the stock into new trend highs. This is bullish behavior that further establishes the 20-day moving average as a key dynamic support level and suggests that higher targets may be tested.
Channel Extensions and Price Projections The larger rising channel contains a shorter channel encompassing more recent price action. That smaller channel points to the potential for continued movement toward its upper boundary. Moreover, the three most recent sequential trend highs in MU, including Thursday, were established near the resistance defined by a 150% projection of the original long-term rising channel. This further confirms the market’s recognition of that pattern; therefore, it may once again serve as a guide for price action.
Key Support and Upside Continuation Path Key support is near the 20-day moving average, currently near $1,025, and Wednesday’s higher swing low of $991.10. That low helps define the lower boundary of the smaller rising channel. If MU remains above those support levels, the earnings-driven breakout has the potential to develop into another sustained advance. Given the smaller channel’s position relative to the original larger channel, MU could continue to advance inside the smaller channel boundaries while progressing toward the 200% projection of the original channel.
Broader Bullish Structure Remains Intact Overall, the post-earnings breakout confirmation above prior trend highs reinforces the broader bullish structure, where strong demand and sustained momentum continue to define MU’s leadership within the semiconductor sector.
If you’d like to know more about technical analysis and how traders use it, please visit our educational area.
Micron earnings shatter records… PCE inflation hits 4.1%… but what about the inflation number Warsh is watching?… are we only in the 3rd inning of AI? As I write on Thursday, Micron (MU) is up 14% after the memory chip giant reported blowout earnings yesterday after the closing bell.
The numbers were staggering…
Revenue hit $41.5 billion last quarter, up from $9.3 billion a year ago. Earnings came in at $25.11 per share adjusted, crushing the $20.28 Wall Street was expecting. Gross margins jumped to 84.9% – more than double where they were 12 months ago.
Then came the guidance…
Micron told investors to expect roughly $50 billion in revenue next quarter. Analysts had penciled in $43.6 billion. That’s not a beat. That’s a different zip code.
The story behind the numbers is straightforward: AI is eating memory chips faster than anyone can make them. CEO Sanjay Mehrotra was blunt on the analyst call – he can’t identify when the memory shortage will end:
Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand.
We expect tight conditions to persist beyond calendar 2027 as a result of AI-driven demand across all segments coupled with structural supply constraints.
To lock in this demand, Micron announced 16 long-term supply agreements with data center operators and other major customers, each covering three to five years. When complete, roughly half or more of Micron’s revenue will be committed under these deals.
That’s a fundamental shift for a business that has historically been hostage to boom-and-bust memory cycles.
Bottom line: The AI boom is alive and well, and despite some healthy profit taking today in tech, MU’s numbers bode well for the AI bull.
Meanwhile, the May PCE report dropped this morning It showed headline inflation came in at 4.1% year-over-year, up from April’s 3.8% and the highest reading since April 2023.
Meanwhile, Core PCE – which strips out food and energy – came in at 3.4% year over year, slightly hotter than April’s 3.3%.
Cue the financial media commentary about Fed Chair Warsh remaining hawkish and rate hikes – not cuts – as the most likely next move.
Perhaps. But that reaction misses something important – the real number that Warsh is watching, which also dropped today…
And when you understand it, you’ll have a cleaner read on Fed policy than most investors and talking heads.
Warsh doesn’t primarily look at the same inflation numbers everyone else is watching During his Senate confirmation hearing in April, he said that the Fed’s standard inflation gauge – the one that CNBC and others are splashing across their homepage this morning – is only a “rough swag” of actual price pressures.
“Swag,” he clarified, stands for “scientific wild guess.”
Instead, his preferred measure is something called the “trimmed mean PCE,” published monthly by the Federal Reserve Bank of Dallas.
The concept is worth a brief digression, because it will reframe how you read every inflation report going forward.
The standard PCE takes every item consumers buy – gasoline, groceries, streaming subscriptions, hospital visits – and averages all their price changes. That means a one-time spike in oil (say, from a Middle East conflict) gets baked directly into the headline reading, even if the rest of the economy is pricing normally.
Now, Core PCE does a better job of addressing this. It strips out food and energy prices.
But there’s a problem with Core too – it still absorbs every other price spike those energy costs trigger downstream.
While it overlooks spiking oil prices, it will count, for example, the skyrocketing airfares that airlines charge to recoup their soaring jet fuel costs. Because airfare is classified as a service, the energy shock sneaks into Core PCE through the back door – and gets mistaken for broad-based inflation.
Another example: Core PCE strips out “food purchased for consumption at home” (groceries). However, it explicitly includes “food services and accommodations” (dining out) as a service.
So, say you have an avian flu that pushes egg prices through the ceiling. That inflation could still show up when you dine out, even though it’s not expressed in Core PCE.
The solution – the inflation measure that Warsh prefers – is the “trimmed mean PCE,” which takes a different approach…
It lines up all those individual price changes from lowest to highest, lops off the most extreme readings on both ends of the spectrum – the temporary outliers, up or down – and then averages what’s left in the middle.
For Warsh, the result is a cleaner picture of the inflation that’s actually embedded in the economy, rather than the noise generated by geopolitical shocks.
To get a sense for the difference this can make, let’s rewind to last month.
April’s Core PCE ran at 3.3% year-over-year. However, the Dallas Fed’s trimmed mean for the same month was just 2.35%. That’s roughly one percentage point lower – sitting just above the Fed’s 2% target.
That’s a huge difference.
So, the issue coming into today that investors should have been watching wasn’t the headline or Core PCE numbers alone – it was the trimmed mean figure, and whether the spread between it and Core PCE would narrow, widen, or remain intact.
We got the answer…
What today’s trimmed mean numbers told us A few hours after the PCE data dropped, the Dallas Fed published the May trimmed mean figure. The yearly number came in at 2.42% – just a hair above April’s yearly 2.35% figure.
Recognize what this means…
With Core PCE clocking in at 3.4% this morning, the gap between it and the trimmed mean (2.42%) remained at roughly a full percentage point.
This supports Warsh’s belief that stripping out extreme price outliers reveals an underlying inflation trend that approaches the Fed’s 2% target – and remains somewhat stable.
On that last note, here’s the yearly trimmed mean figures over the last six months:
Dec: 2.4 Jan: 2.4 Feb: 2.3 Mar: 2.4 Apr: 2.3 May: 2.4 While the hawkish camp will point to this morning’s one-month annualized ticking up to 2.8% as evidence of fresh short-term heat, the broader 12-month baseline proves the structural trend remains firmly anchored.
Bottom line: This was a win on the inflation front. And going forward, keep your eyes on the trimmed mean – that’s the number Warsh is actually watching.
Are we in only the 3rd inning of this AI boom? Beyond writing the Digest, I also helm InvestorPlace’s Investing Insider newsletter where I feature interviews with our expert analysts, profile the research of major Wall Street investment shops, and highlight the most lucrative investment trends in the market.
In tomorrow’s issue, I sit down with legendary investor Louis Navellier, who makes a bold claim…
The AI boom may only be in its third inning.
He points to a chart from the research shop Bespoke that overlays the Nasdaq’s trajectory after the ChatGPT launch against the same window following Netscape’s release in 1994.
As you’ll see below, the blue line is the Nasdaq’s performance in the five years after the release of Netscape, overlaid against the red line – the years after ChatGPT’s launch in late 2022.
Though the data only runs through spring 2025, the Nasdaq hasn’t gone down since then. If anything, the red line has continued to climb – meaning the comparison is likely still tracking.
Now, bears might read this and think, “No, we’re already in the 9th inning, on the verge of an AI bubble pop that will be every bit as brutal as the dot-com pop.”
Perhaps. But make sure to factor in one key difference…
A chart from Alpine Macro shows that today’s AI boom has something the dot-com era didn’t have…
Real earnings growth, not just multiple expansion.
In the dot-com boom, P/E ratios went to the moon while profits barely budged. Today, earnings per share are compounding while multiples have stayed relatively flat. That’s a structurally different – and arguably more durable – setup.
See for yourself…
The pane on the left shows today’s AI boom with rising forward earnings and a largely flat forward P/E. The pane on the right shows the dot-com forward P/E soaring (then crashing) as forward earnings remained largely flat.
Source: Alpine Macro / Bloomberg Finance
One wrinkle here deserves a closer look, though There are legitimate questions about whether some of today’s AI-based earnings growth is as clean as it appears.
A growing chorus of analysts is flagging a capex recycling loop: hyperscalers like Google and Microsoft are booking profits while funneling massive capex into AI startups that, in turn, consume those companies’ cloud and AI services.
For example, A cloud giant makes a multi-billion-dollar “equity investment” into an AI pioneer like OpenAI. That pioneer uses its newly acquired cash or cloud credits to train and run models.
The hyperscaler then recognizes those exact credits as “fresh, organic commercial cloud revenue” on its public income statements, padding its bottom-line growth and boosting its stock price.
Financial filings show that just two unprofitable startups – OpenAI and Anthropic – anchor over half of the roughly $2 trillion in future cloud backlogs held by Microsoft, Amazon, Google, and Oracle.
It’s not a smoking gun, but it’s a real risk that we’ll be tracking closely in the Digest over the coming quarters/years.
To watch the full interview with Louis, you can join us in Investing Insider right here.
And keep your eye out for tomorrow, when Louis will release his latest research package. It highlights a methodology for tracking where institutional money is moving before the rest of the market catches on.
We’ll keep you updated on all these stories here in the Digest.
Extending industrial strength from the previous session, the Dow Jones Industrial Average (^DJI +0.14%) rose 0.14% to 51,920.62. The S&P 500 (^GSPC 0.01%) slipped 0.01% to 7,357.49, and the Nasdaq Composite (^IXIC 0.46%) fell 0.46% to 25,358.60 as fresh inflation data weighed on broader sentiment.
Gold prices rose 0.87% to $4,043.50 as of U.S. market close, and the 10-Year Treasury yield fell 0.01% to 4.39%. Industrials and healthcare led sectors, gaining 2.19% and 1.49% respectively, while communications slid 1.01%, and technology stocks fell 0.09%.
Today's biggest movesMicron Technology shares surged 16% today, and memory stocks gained, as artificial intelligence (AI) chip demand shows no sign of slowing. Caterpillar increased 6%, taking it to a record high of $1,047.33 following a landmark power deal this week. Conversely, Apple tumbled over 6% after hiking MacBook and iPad prices. Palantir Technologies fell more than 5% to a 52-week low as inflation data pressured growth-oriented software names.
What this means for investorsThe Personal Consumption Expenditures (PCE) index hit a three-year high of 4.1% in May, up from 3.8% in April. Although it was in line with expectations, it reinforces the strong likelihood that the Federal Reserve will increase rates later this year. Falling oil prices will ease some of the price pressure, but underlying inflation is still a concern and weighed on markets today.
Today’s trading highlights the two sides of the AI coin: Memory chip demand meant leader Micron soared after blowout earnings and bullish guidance. The costs associated with that same demand caused Apple to raise its prices, sending its stock tumbling. All of the Magnificent Seven fell today.
Emma Newbery has positions in Apple. The Motley Fool has positions in and recommends Apple, Caterpillar, Micron Technology, and Palantir Technologies. The Motley Fool has a disclosure policy.
Shareholder Meeting WATERLOO, ON / ACCESS Newswire / June 25, 2026 / BlackBerry Limited (NYSE:BB)(TSX:BB) announced today that the eight nominees listed in the company's management proxy circular dated May 1, 2026, for the company's annual and special meeting of shareholders held on June 25, 2026, were elected as directors to serve until BlackBerry's next annual shareholder meeting or until their successors are elected or appointed. The detailed results of the vote are set out below.
Nominee
Votes For
% For
Votes Withheld
% Withheld
Lisa Bahash
229,992,003
85.58%
38,743,711
14.42%
Philip Brace
260,433,374
96.91%
8,302,340
3.09%
Lisa Disbrow
257,152,989
95.69%
11,582,725
4.31%
John J. Giamatteo
257,184,353
95.70%
11,551,360
4.30%
Richard Lynch
226,757,584
84.38%
41,978,130
15.62%
Barry Mainz
266,033,801
98.99%
2,701,913
1.01%
Lori O'Neill
265,897,694
98.94%
2,838,022
1.06%
Wayne Wouters
255,639,623
95.13%
13,096,091
4.87%
About BlackBerry
BlackBerry (NYSE:BB)(TSX:BB) provides enterprises and governments the intelligent software and services that power the world around us. Based in Waterloo, Ontario, the company's high-performance foundational software enables major automakers and industrial giants alike to unlock transformative applications, drive new revenue streams and launch innovative business models, all without sacrificing safety, security, and reliability. With a deep heritage in Secure Communications, BlackBerry delivers operational resiliency with a comprehensive, highly secure, and extensively certified portfolio for mobile fortification, mission-critical communications, and critical events management.
For more information, visit BlackBerry.com and follow @BlackBerry.
BlackBerry (BB +19.95%), a security software and embedded systems provider, closed at $10.32, up 19.72%. Shares rose after first-quarter fiscal 2027 results showed an earnings beat and revenue above estimates. Investors are watching QNX’s momentum and updated fiscal 2027 revenue guidance. Trading volume reached 70.2M shares, coming in about 140% above its three-month average of 29.2M shares. BlackBerry IPO'd in 1999 and has grown 438% since going public.
How the markets moved todayThe S&P 500 (^GSPC 0.01%) closed at 7,357, down 0.01%, while the Nasdaq Composite (^IXIC 0.46%) finished at 25,359, down 0.46%. Among cybersecurity and embedded software for enterprises and automakers, Palo Alto Networks closed at $293.09, up 2.74%, and CrowdStrike Holdings ended at $678.65, up 0.84%, showing firmer trading in sector rivals.
What this means for investorsIt was a great day for BlackBerry shareholders as the company delivered Q1 sales and adjusted EBITDA growth of 26% and 144%, respectively, suggesting that its turnaround is in full effect. In addition to this impressive Q1 growth, management guided that 2027 sales will rise by roughly 11% at the midpoint and that it will generate at least $100 million in cash from operations -- up from $50 million last year.
The best part of BlackBerry’s strong results, in my opinion, is that they were company-wide. Its burgeoning, automotive-focused (for now) QNX unit grew sales by 26% and remains the “crown jewel” of BB’s growth plans, with a backlog of nearly $1 billion. However, the company’s more mature security communications and licensing divisions also grew revenue by 24% and 49%, respectively.
BlackBerry has quietly reinvented itself, but investors may want to consider buying shares in small batches over time as the stock has already doubled over the last year.
Josh Kohn-Lindquist has positions in CrowdStrike. The Motley Fool has positions in and recommends CrowdStrike. The Motley Fool recommends BlackBerry and Palo Alto Networks. The Motley Fool has a disclosure policy.
New York, New York and New Orleans, Louisiana--(Newsfile Corp. - June 25, 2026) - Kahn Swick & Foti, LLC ("KSF") and KSF partner, former Attorney General of Louisiana, Charles C. Foti, Jr., remind investors with substantial losses that they have until August 10, 2026 to file lead plaintiff applications in a securities class action lawsuit against Zillow Group, Inc. (NASDAQ: ZG) (NASDAQ: Z) ("Zillow" or the "Company"), if they purchased or otherwise acquired Zillow Class A or Class C common stock between February 11, 2025 and May 7, 2026, inclusive (the "Class Period"). This action is pending in the United States District Court for the Western District of Washington.
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https://www.youtube.com/watch?v=hIyQUNEoCGc
What You May Do
If you purchased shares of Zillow as described above and would like to discuss your legal rights and how this case might affect you and your right to recover for your economic loss, you may, without obligation or cost to you, contact KSF Managing Partner Lewis Kahn toll-free at 1-877-515-1850 or via email ([email protected]), or visit https://www.ksfcounsel.com/cases/nasdaqgs-zg-z/?prs=nf to learn more. If you wish to serve as a lead plaintiff in this class action, you must petition the Court by August 10, 2026.
CLICK HERE for more information
About the Lawsuit
Zillow and certain of its executives are charged with failing to disclose material information during the Class Period, violating federal securities laws.
The alleged false and misleading statements and omissions include, but are not limited to, that: (i) Zillow's agreement with Redfin was not a "partnership," but rather an acquisition of Redfin's business; (ii) as a result of the Redfin Agreement, Zillow faced a materially heightened risk of regulatory scrutiny and liability under federal antitrust laws; (iii) upon the filing of an antitrust lawsuit, Zillow continued to downplay its legal exposure; and (iv) as a result, Defendants' statements about Zillow's business, operations, and prospects, were materially false and misleading and or lacked a reasonable basis at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
The case is Breidert v. Zillow Group, Inc., et al., 26-cv-02016.
To Learn More, Click HERE
About Kahn Swick & Foti, LLC
KSF, whose partners include former Louisiana Attorney General Charles C. Foti, Jr., is one of the nation's premier boutique securities litigation law firms. This past year, KSF was ranked by SCAS among the top 10 firms nationally based upon total settlement value. KSF serves a variety of clients, including public and private institutional investors, and retail investors, in seeking recoveries for investment losses emanating from corporate fraud or malfeasance by publicly traded companies. KSF has offices in New York, Delaware, California, Louisiana, Chicago, and a representative office in Luxembourg.
TOP 10 Plaintiff Law Firms - According to ISS Securities Class Action Services
To learn more about KSF, you may visit www.ksfcounsel.com.
June 25, 2026 16:05 ET | Source: Regeneron Pharmaceuticals, Inc.
TARRYTOWN, N.Y., June 25, 2026 (GLOBE NEWSWIRE) -- Regeneron Pharmaceuticals, Inc. (NASDAQ: REGN) today announced that it will report its second quarter 2026 financial and operating results on Thursday, July 30, 2026, before the U.S. financial markets open. The Company will host a conference call and simultaneous webcast at 8:30 AM Eastern Time that day.
Conference Call Information
Participants may access the conference call live via webcast on the ’Investors and Media’ page of Regeneron’s website at https://investor.regeneron.com. To participate via telephone, please register in advance at this link. Upon registration, all telephone participants will receive a confirmation email detailing how to join the conference call, including the dial-in number along with a unique passcode and registrant ID that can be used to access the call. A replay and transcript of the conference call and webcast will be archived on the Company’s website for at least 30 days.
About Regeneron
Regeneron (NASDAQ: REGN) is a leading biotechnology company that invents, develops and commercializes life-transforming medicines for people with serious diseases. Founded and led by physician-scientists, our unique ability to repeatedly and consistently translate science into medicine has led to numerous approved treatments and product candidates in development, most of which were homegrown in our laboratories. Our medicines and pipeline are designed to help patients with eye diseases, allergic and inflammatory diseases, cancer, cardiovascular and metabolic diseases, neurological diseases, hematologic conditions, infectious diseases, and rare diseases.
Regeneron pushes the boundaries of scientific discovery and accelerates drug development using our proprietary technologies, such as VelociSuite®, which produces optimized fully human antibodies and new classes of bispecific antibodies. We are shaping the next frontier of medicine with data-powered insights from the Regeneron Genetics Center® and pioneering genetic medicine platforms, enabling us to identify innovative targets and complementary approaches to potentially treat or cure diseases.
For more information, please visit www.Regeneron.com or follow Regeneron on LinkedIn, Instagram, Facebook or X.
The current AI boom is propelling many technology stocks into the stratosphere, and two leading semiconductor companies garnering significant investor attention are Intel (INTC +0.65%) and Taiwan Semiconductor Manufacturing (TSM 1.61%). Intel's stock has soared 535% over the past year, while TSMC, as it is better known, shares have jumped 110%, as of this writing.
With both companies benefiting from AI and from the expanding need for semiconductors in devices, which is the better one to buy right now? Let's take a look.
Image source: Getty Images.
The case for Intel stock Intel's shares have been accelerating for a couple of reasons, including a flurry of semiconductor manufacturing deals with large tech companies and an emerging view that artificial intelligence processing may soon be more dependent on CPUs.
Intel can seemingly do no wrong with its dealmaking lately, with the U.S. government taking a 10% stake in the company, Intel signing new deals to build processors for Space Exploration Technologies (SpaceX) and Tesla's Terrafab data center project, and Alphabet using Intel's CPUs for its AI data centers.
The most recent news sparking investors' optimism comes from President Trump saying that Apple had agreed to buy some semiconductors from Intel. Some analysts think Apple will first buy processors from Intel for its Mac computers and eventually for its iPhones.
Neither company has commented on a potential deal, and it could be several years before Intel begins supplying processors to Apple because of the long timelines for most semiconductor manufacturing agreements.
Today's Change
(
0.65
%) $
0.86
Current Price
$
132.51
Part of the hype around Intel is that tech companies are realizing that some of the AI processing performed by their models is most efficiently handled by CPUs rather than GPUs.
For much of the AI boom thus far, GPUs made by Nvidia have reigned as king. But even Nvidia has identified the rise of AI CPUs as a potentially large market, saying it could be worth up to $200 billion.
With increasing potential to benefit from AI data centers, a potential Apple deal, and other processor manufacturing agreements with leading tech companies already underway, it's understandable why investors are so excited about Intel right now.
The case for TSMC stock I've long been bullish on Taiwan Semiconductor Manufacturing's stock, and the company hasn't given me any reason to shift my opinion.
First, the company manufactures an estimated 90% of the world's most advanced processors (mostly for AI) and about 73% of all the world's processors. That means TSMC will likely remain a dominant leader in semiconductor manufacturing for many years to come.
Spending on processors and AI infrastructure is accelerating as well. This year alone, tech giants will spend about $750 billion on AI infrastructure, some of which will go toward buying processors manufactured by TSMC.
Today's Change
(
-1.61
%) $
-7.11
Current Price
$
433.72
And while there will likely be a slowdown in spending eventually, it's not here yet. Alphabet recently said it's spending up to $190 billion this year on capital expenditures, mostly for AI, and management has said it will spend even more next year.
Not only does TSMC dominate market share, but it is also far ahead of Intel and other manufacturers in terms of efficiency. The company can make advanced processors faster and with higher yield rates than anyone in the world, making it the default choice for many companies.
What's more, unlike Intel, which designs and manufactures its own processors, TSMC is only a manufacturer. The result is that Taiwan Semiconductor never competes with its customers and can benefit from any tech company that's leading the AI processor race.
With TSMC leading in both global and advanced processor manufacturing, I think it's the better long-term semiconductor stock.
The company's processor manufacturing business is also profitable, while Intel's isn't. TSMC's earnings rose 65% in the first quarter to $3.49 per American depositary receipt (ADR). Meanwhile, Intel's foundry business is losing money, with its manufacturing business posting a $2.4 billion loss despite $5.4 billion in sales.
Investors are also paying a very hefty premium for Intel stock right now, given its trailing price-to-earnings (P/E) ratio is a staggering 904, compared to 37 for the average tech stock and about 40 for TSMC.
All this means you're vastly overpaying for Intel's shares right now, with much of the momentum for its processor deals already baked into the stock.
RTX Corporation is not a war trade. It is a peace-through-strength platform for a multipolar world that still needs air defense, engines, sensors, safe aviation, and allied readiness. After a 60% gain since my prior 'Buy' rating, RTX still has a credible setup: premium quality, disciplined sizing, and +15% base to +35% bull-case upside. The risk is execution at a premium valuation. Backlog must become deliveries, profit, and cash. But my balance of power thesis supports a 'Buy' rating.
Infill drilling at Santo Niño and Navidad returns multiple significant silver and gold intercepts, including high-grade results from resource-conversion drilling.
Permits received for construction of the Santo Niño and Navidad portals.
Additional $12 million investment planned in 2026 to advance underground access and position Santo Niño for near-term mining.
Vancouver, British Columbia--(Newsfile Corp. - June 25, 2026) - First Majestic Silver Corp. (NYSE: AG) (TSX: AG) (FSE: FMV) (the "Company" or "First Majestic") is pleased to announce positive infill drilling results from the Santo Niño and Navidad targets at its Santa Elena Silver/Gold Mine in Sonora, Mexico. The Company has also received the permits required to construct the Santo Niño and Navidad portals and plans to invest an additional $12 million in 2026 to advance underground access, portal construction, and development work intended to position Santo Niño for near-term mining.
"The continued advancement of Santo Niño and Navidad marks an important step in unlocking the next phase of growth at Santa Elena," stated Keith Neumeyer, CEO of First Majestic. "Infill drilling continues to return significant silver and gold intercepts at both targets. With construction permits now received for the Santo Niño and Navidad portals, and an additional $12 million investment planned in 2026, we are moving Santo Niño from discovery toward near-term mining readiness while continuing to advance Navidad, one of the most significant discoveries made at Santa Elena to date. Together, Santo Niño and Navidad are expected to become important contributors to the future mine plan and have the potential to materially extend Santa Elena's mine life."
2026 EXPLORATION HIGHLIGHTS
Santo Niño Vein System
To date, a total of 26,904 metres ("m") of drilling has been completed across 69 holes in 2026 at Santo Niño as part of the Company's ongoing resource-conversion and development-focused drilling program. Drilling at Santo Niño has focused primarily on infilling the current Inferred Mineral Resources to support potential conversion to Indicated Mineral Resources and to advance near-term mine planning. Results received to date include significant silver and gold intercepts that are overall better than modeled and confirm the presence of higher-grade mineralization in the western portion of the vein.
Navidad Vein System
To date, a total of 7,704 m of drilling has been completed across 10 holes at Navidad in 2026. Drilling has focused primarily on supporting potential conversion of Inferred Mineral Resources to Indicated Mineral Resources at the Winter vein which, based on its geometric configuration, is expected to play an important role early in the future mine schedule. Results received to date include high-grade silver and gold intercepts near the edge of the current Inferred Mineral Resource.
Figure 1: Santa Elena District Map Highlighting Santo Niño and Navidad Target Areas. Plan View.
To view an enhanced version of this graphic, please visit:
https://images.newsfilecorp.com/files/1475/302888_5632c92074479b28_002full.jpg
KEY DRILLING HIGHLIGHTS
Table 1 presents a selection of significant silver and gold drill hole intercepts from the 2026 Santa Elena drilling program at Santo Niño and Navidad. The selected intercepts include results from resource-conversion drilling at the Santo Niño vein and the Winter vein at Navidad.
Table 1: Selection of Significant Drill Hole Intercepts from the Santa Elena 2026 Drill Program
Drillhole Target Significant Intercept From
(m) To
(m) True Width
(m) Ag
(g/t) Au
(g/t) AgEq
(g/t) Santo Niño Target SE-26-84Santo Niño Vein 229.35234.153.682528.46 886SE-26-76Santo Niño Vein 203.70216.905.58905.23 482SE-26-65Santo Niño Vein 197.35204.055.801114.04 414SE-26-86Santo Niño Vein 339.15341.201.5733315.21 1474SE-26-82Santo Niño Vein 365.35377.9010.87771.52 191Navidad Target EWUG-26-089Winter Vein562.65565.302.4935923.592128 EWUG-26-091Winter Vein601.65617.5014.89283.5291 EWUG-26-088Winter Vein600.15605.003.4335811.99 1257Drilling remains ongoing at the Santo Niño and Navidad targets. At Santo Niño, drilling is being completed as part of a planned program of approximately 45,000 m in 2026. At Navidad, drilling is being completed as part of a planned program of approximately 17,000 m in 2026. The drilling is intended to increase data density, improve understanding of the mineralized volume, grade continuity, and vein geometry, and support potential conversion of Inferred Mineral Resources to Indicated Mineral Resources. This work is expected to strengthen geological confidence and support the basis for underground access design, mine planning, production scheduling, and economic evaluation.
Significant silver and gold mineralization intersected within the Santo Niño vein currently extends approximately 1,100 m along strike and 425 m down dip and the mineralization averages approximately 4.0 m in thickness ranging from 1.0 m to 16.0 m (Figure 2). Mineralized secondary veins and breccias in the hanging wall and/or footwall of the principal vein have also been identified in several drill holes and remain under investigation.
Figure 2: Santo Niño Vein Long Section Looking North with Significant Intercepts
To view an enhanced version of this graphic, please visit:
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Significant silver and gold mineralization intersected within the Winter vein currently extends approximately 1,000 m along strike and 350 m down dip, with true thickness ranging from 2.8 m to 4.4 m (Figure 3). The 2026 drilling continues to support evaluation of the Winter vein as a potentially important early mining area within the Navidad mineralized system.
Figure 3: Winter Vein Long Section Looking Northwest with Significant Intercepts
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ADVANCING UNDERGROUND ACCESS TO SANTO NIÑO AND NAVIDAD
The Company is advancing Santo Niño and Navidad from resource definition toward underground development, supported by recently received portal construction permits and an additional $12 million investment planned for 2026. This next phase of work is expected to establish dedicated underground access to both areas, support decline and ramp development, and position higher-grade mineralization from Santo Niño and Navidad to contribute to the future Santa Elena district production profile.
A recently completed scoping-level study identified dedicated underground access as the preferred approach to advance the Santo Niño and Navidad mineral resources. At Santo Niño, the preferred access concept includes a dedicated portal, the Santo Niño portal, and an approximately 450 m haul road connecting the portal area to the existing Ermitaño haul road.
The study also indicates that development of an additional portal, the Navidad portal, located approximately 300 m from the Santa Elena processing facilities, together with ramp development from the lower levels of Ermitaño to provide secondary egress and ventilation, is expected to provide an efficient route to Navidad mineralization and support future haulage of mineralized material from the Navidad area (Figure 4).
Preliminary mining and processing schedules for the Santa Elena district resources indicate that higher-grade mineralization from Santo Niño and Navidad has a positive impact on production profiles, displacing lower-grade mineralization from other deposits.
The additional 2026 funding is planned to support construction of the Santo Niño and Navidad portals, advance hydrogeological studies, construct the haul road linking the Santo Niño portal to the Ermitaño haul road, complete approximately 800 m of decline development at Santo Niño, and complete an additional 1,300 m of development in the Ermitaño-to-Navidad ramp and from the Navidad portal.
Figure 4: Proposed Santo Niño and Navidad Portals and Access Development. Plan View (Top) and Orthogonal View Looking North-Northwest (Bottom)
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Permitting
The Company has received the permits required for construction of the Santo Niño and Navidad portals, representing a key regulatory milestone in advancing toward underground development activities for the two mineral resources. With these permits now in hand, the Company plans to commence portal construction and related infrastructure work in the second half of 2026.
Summary of Significant Assay Results
A summary of significant assay results from exploration drilling completed at Santo Niño and Navidad during the first half of 2026 are provided in Table 2 and Table 3 below.
Table 2: Summary of Significant Silver and Gold Drill Hole Intercepts at Santo Niño
Drillhole Target Target Type Significant Intercept From
(m) To
(m) True Width
(m) Au
(g/t) Ag
(g/t) AgEq (g/t) EWUG-26-087Winter VeinResource conversion617.50619.001.301.4826137EWUG-26-088Winter VeinResource conversion600.15605.003.4311.993581257
Include 1Resource conversion600.15601.050.6434.287733345
Include 2Resource conversion601.35602.050.4926.055842538
San Nicolas VeinResource addition 732.45736.702.733.1473308EWUG-26-089Winter VeinResource conversion562.65565.302.4923.593592128EWUG-26-091Winter VeinResource conversion601.65617.5014.893.5028291
Include 1Resource conversion603.00603.350.3311.7088966
Include 2Resource conversion605.35605.750.3810.2077843
Include 3Resource conversion607.50608.000.4710.3249823Notes:
All holes are Diamond Drill Core; AgEq grade = Ag grade (g/t) + [Au (g/t) * 75].From and To length indicated in metres, true width of the intercept is calculated per drill hole and vein angles.See Appendix for details regarding drill hole locations, sample type, azimuth, dip and total depth.Significant silver and gold drill hole intercepts were composited using the length weighted averages of uncapped sample assays, a 90 g/t AgEq minimum grade (Cut-off-Grade, "COG") for Santo Niño, and 110 g/t AgEq minimum grade for Navidad; minimum composite length of 1.0 m (true width). A maximum of 1.0 m below the minimum grade cut-off was allowed as internal dilution. Where necessary to achieve minimum length, a single sample below the COG but grading >70g/t AgEq was allowed to be composited for short intervals.Where present, single samples or intercepts with assay results higher than 1000 g/t Ag and/or 10 g/t Au are highlighted as "Include" in each intercept.DATA VERIFICATION
First Majestic's drilling programs follow established Quality Assurance, Quality Control ("QA/QC") insertion protocols with standards, blanks, and duplicates introduced into the sample-stream. After geological logging, all drill core samples are cut in half. One half of the core is submitted to the laboratory for analysis, and the remaining half core is retained on-site for verification and reference purposes or for future metallurgical testing.
Core samples were submitted to the SGS laboratory (ISO/IEC 17025:2017) and to the First Majestic Central laboratory (Central laboratory) (ISO 9001:2015). At SGS, gold is analyzed by 50 g fire assay atomic absorption finish (GE-FAA50V5). Results above 10 g/t gold are analyzed by 50 g fire assay gravimetric finish (GO-FAG50V). Silver is analyzed by 3-acid digest atomic absorption finish (GE-AAS33E50). Results above 100 g/t silver are analyzed by 50 g fire assay gravimetric finish (GO-FAG57V). At Central laboratory, gold is analyzed by 30g fire assay atomic absorption finish (AU-AA13). Results above 10 g/t are analyzed by 30 g fire assay gravimetric finish (ASAG-14). Silver is analyzed by 3-acid digestion atomic absorption finish (AAG-13). Results above 100 g/t are analyzed by 30 g fire assay gravimetric finish (ASAG-14, ASAG-13).
For further information concerning QA/QC and data verification matters, key assumptions, parameters, and methods used by the Company to estimate Mineral Reserves and Mineral Resources, and for a detailed description of known legal, political, environmental, and other risks that could materially affect the Company's business and the potential development of Mineral Reserves and Mineral Resources, see the Company's most recently filed Annual Information Form available under the Company's SEDAR+ profile at www.sedarplus.ca and the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar.
QUALIFIED PERSONS
Gonzalo Mercado, P. Geo., the Company's Vice-President, Exploration & Technical Services and a "Qualified Person" as defined under National Instrument 43-101 Standards of Disclosure for Mineral Projects ("NI 43-101"), has reviewed and approved the scientific and technical information contained in this news release. Mr. Mercado has verified the exploration data contained in this news release, including the sampling, analytical and test data underlying such information.
ABOUT FIRST MAJESTIC
First Majestic is a publicly traded mining company focused on silver and gold production in Mexico and the United States. The Company presently owns and operates four producing underground mines in Mexico: the Santa Elena Silver/Gold Mine, the Los Gatos Silver Mine (the Company holds a 70% interest in the Los Gatos Joint Venture that owns and operates the mine), the San Dimas Silver/Gold Mine, and the La Encantada Silver Mine, as well as a portfolio of development and exploration assets, including the Jerritt Canyon Gold Mine located in northeastern Nevada, U.S.A, which the Company is currently in the process of re-starting.
First Majestic is proud to own and operate its own minting facility, First Mint, LLC, and to offer a portion of its silver production for sale to the public. Bars, ingots, coins, and medallions are available for purchase online at www.firstmint.com, at some of the lowest premiums available.
This news release contains "forward‐looking information" and "forward-looking statements" under applicable Canadian and U.S. securities laws (collectively, "forward‐looking statements"). These statements relate to future events or the Company's future performance, business prospects or opportunities that are based on forecasts of future results, estimates of amounts not yet determinable and assumptions of management made in light of management's experience and perception of historical trends. Forward-looking statements in this news release include but are not limited to statements with respect to: the Company's plans to invest an additional $12 million in 2026 to advance underground access, portal construction, and development work to position Santo Niño for near-term mining; the Company's expectations regarding the impact of the Santo Niño and Navidad vein systems on the future mine plans at Santa Elena; and the Company's planned drilling programs for Santo Niño and Navidad for 2026 and the results of such programs. These statements are not based on a pre-feasibility level study of Mineral Reserves that demonstrate the economic and technical viability of Santo Niño and Navidad. There is increased uncertainty related to the economics of mining Santo Niño and Navidad and increased technical risks of failure associated with a decision to initiate production from these areas prior to completing a pre-feasibility level study. The statements made relating to initiating mining at Santo Niño and Navidad are not based on a current technical report. Assumptions may prove to be incorrect and actual results and future events may differ materially from those anticipated. As such, investors are cautioned not to place undue reliance upon forward-looking statements as there can be no assurance that the plans, assumptions, or expectations upon which they are placed will occur. Any statements that express or involve discussions with respect to predictions, expectations, beliefs, plans, projections, objectives or future events or performance (often, but not always, using words or phrases such as "seek", "anticipate", "plan", "continue", "estimate", "expect", "may", "will", "project", "predict", "forecast", "potential", "target", "intend", "could", "might", "should", "believe" and similar expressions) are not statements of historical fact and may be "forward‐looking statements". Statements concerning proven and probable mineral reserves and mineral resource estimates may also be deemed to constitute forward-looking statements to the extent that they involve estimates of the mineralization that will be encountered as and if the property is developed, and in the case of Measured and Indicated Mineral Resources or Proven and Probable Mineral Reserves, such statements reflect the conclusion based on certain assumptions that the mineral deposit can be economically exploited.
Actual results may vary from forward-looking statements. Forward-looking statements are subject to known and unknown risks, uncertainties and other factors that may cause actual results to materially differ from those expressed or implied by such forward-looking statements, including but not limited to: material adverse changes; general economic conditions including inflation risks; labour relations; relations with local communities; changes in national or local governments; exchange rate fluctuations; environmental risks; requirements for additional capital; outcomes of pending litigation; unexpected changes in laws, rules or regulations, or their enforcement by applicable authorities; the failure of parties to contracts with the company to perform as agreed; social or labour unrest; changes in commodity prices; and the failure of exploration programs or studies to deliver anticipated results or results that would justify and support continued exploration, studies, development or operations as well as those factors discussed in the section entitled "Risk Factors" in the Company's most recent Annual Information Form for the year ended December 31, 2025 filed with the Canadian securities regulatory authorities under the Company's SEDAR+ profile at www.sedarplus.ca and in the Company's Annual Report on Form 40-F for the year ended December 31, 2025 filed with the United States Securities and Exchange Commission on EDGAR at www.sec.gov/edgar. Although the Company has attempted to identify important factors that could cause actual results to differ materially from those contained in forward-looking statements, there may be other factors that cause results not to be as anticipated, estimated, or intended.
The Company believes that the expectations reflected in these forward‐looking statements are reasonable, but no assurance can be given that these expectations will prove to be correct and such forward‐looking statements included herein should not be unduly relied upon. These statements speak only as of the date hereof. The Company does not intend, and does not assume any obligation, to update these forward-looking statements, except as required by applicable laws.
Cautionary Note to United States Investors
The Company is a "foreign private issuer" as defined in Rule 3b-4 under the United States Securities Exchange Act of 1934, as amended, and is eligible to rely upon the Canada-U.S. Multi-Jurisdictional Disclosure System, and is therefore permitted to prepare the technical information contained herein in accordance with the requirements of the securities laws in effect in Canada, which differ from the requirements of the securities laws currently in effect in the United States. Accordingly, information concerning mineral deposits set forth herein may not be comparable with information made public by companies that report in accordance with U.S. standards.
Technical disclosure contained in this news release has not been prepared in accordance with the requirements of United States securities laws and uses terms that comply with reporting standards in Canada with certain estimates prepared in accordance with NI 43-101.
NI 43-101 is a rule developed by the Canadian Securities Administrators that establishes standards for all public disclosure an issuer makes of scientific and technical information concerning the issuer's material mineral projects.
APPENDIX - DRILL HOLE DETAILS
Table A1: Drill Hole Collar Location, Sample Type, Azimuth, Dip and Total Depth from Santa Elena
All drill hole collar coordinates are determined using total station equipment after hole completion with UTM WGS84, Zone 12 (metres) as the reference system.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/302888
Source: First Majestic Silver Corp.
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ST. LOUIS--(BUSINESS WIRE)--Bunge Global SA (NYSE: BG) will announce its results for the quarter ended June 30, 2026, on Wednesday, July 29, 2026, prior to the market opening. Company management will also host a conference call at 7 a.m. Central Time to discuss the results. A slide presentation to accompany the discussion will be posted at www.bunge.com.
To access the webcast, go to “Events & Presentations” under “News & Events” in the “Investor Center” section of the company’s website. Select “Q2 2026 Bunge Global SA Conference Call” and follow the prompts. Please go to the website at least 15 minutes prior to the call to register and download any necessary audio software.
To listen to the call, please dial 1-844-735-3666. If you are located outside the United States or Canada, dial 1-412-317-5706. Please dial in approximately 10 minutes before the scheduled start time.
A call replay will be available later in the day on July 29, 2026, continuing through Aug. 29, 2026. To access it, please dial 1-855-669-9658 in the United States and Canada, or 1-412-317-0088 in other locations. When prompted, enter access code 2928248.
About Bunge
At Bunge (NYSE: BG), our purpose is to connect farmers to consumers to deliver essential food, feed and fuel to the world. As a premier agribusiness solutions provider, our dedicated employees partner with farmers across the globe to move agricultural commodities from where they’re grown to where they’re needed—in faster, smarter, and more efficient ways. We are a world leader in grain origination, storage, distribution, oilseed processing and refining, offering a broad portfolio of plant-based oils, fats, and proteins. We work alongside our customers at both ends of the value chain to deliver quality products and develop tailored, innovative solutions that address evolving consumer needs. With 200+ years of experience and presence in over 50 countries, we are committed to strengthening global food security, advancing sustainability, and helping communities prosper where we operate. Bunge has its registered office in Geneva, Switzerland and its corporate headquarters in St. Louis, Missouri. Learn more at Bunge.com.
Website Information
We routinely post important information for investors on our website, www.bunge.com, in the "Investors" section. We may use this website as a means of disclosing material, non-public information and for complying with our disclosure obligations under Regulation FD. Accordingly, investors should monitor the Investors section of our website, in addition to following our press releases, SEC filings, public conference calls, presentations and webcasts. The information contained on, or that may be accessed through, our website is not incorporated by reference into, and is not a part of, this document.
Spotify has recently benefited from several positive catalysts improving its outlook. I maintained a neutral stance previously, which proved prudent as SPOT declined 21% over six months. Recent developments now warrant a reassessment of SPOT's investment case.
Choosing between State Street Energy Select Sector SPDR ETF (XLE +0.97%) and Alerian MLP ETF (AMLP +1.41%) requires weighing the State Street fund's low costs against the Alerian fund's high-yield infrastructure focus.
Both funds target the energy sector, but through vastly different lenses. One tracks the broad energy giants of the S&P 500, while the other isolates the niche world of master limited partnerships that operate pipelines and storage facilities moving North American fuel.
Snapshot (cost & size)MetricAMLPXLEIssuerALPS FundsSPDRExpense ratio1.01%0.08%1-yr return (as of June 23, 2026)15.30%30.50%Dividend yield8.00%3.50%Beta0.500.42AUM$12.1 billion$36.6 billionBeta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield as of the closing price of June 23..
The State Street Energy Select Sector SPDR ETF is significantly more affordable, with an expense ratio of 0.08%, compared to 1.01% for the Alerian MLP ETF. However, the Alerian fund offers a higher payout to income seekers.
Performance & risk comparisonMetricAMLPXLEMax drawdown (5 yr)(20.90%)(26.00%)Growth of $1,000 over 5 years (total return)$2,097$2,373What's insideThe State Street Energy Select Sector SPDR ETF holds 21 companies, providing 100.00% exposure to the energy sector. It was launched in 1998. Its largest positions include Exxon Mobil (XOM +0.34%) at 22.1%, Chevron (CVX +0.42%) at 16.6%, and ConocoPhillips (COP 0.53%) at 6.8%. It has a trailing-12-month dividend of $1.88 per share.
In contrast, the Alerian MLP ETF is a non-diversified fund launched in 2010 that holds 20 energy infrastructure master limited partnerships. It allocates 98% to energy and 2% to utilities. Its largest positions include Plains All American Pipeline LP (PAA +0.70%) at 13.8%, Western Midstream Partners LP (WES +1.59%) at 13.6%, and Sunoco (SUN +4.18%) at 13.4%. It has paid $4.02 per share over the trailing 12 months.
These are two intriguing funds for energy-minded investors.
The State Street Energy Select Energy Sector SPDR, XLE, is structured like a typical ETF, holding the common stock of major energy firms. The fund is heavy in large producers and retailers such as ExxonMobil, ConocoPhillips, and Chevron. Given the straightforward nature of its holdings, very large, liquid stocks, the XLE has a quite affordable expense ratio of 0.08%. Fund performance has been good, returning about 13.5% over the 3-year time frame, close to 21% over the 5-year period, and 9.7% over the 10-year lookback.
The downside of the State Street fund is that many of its holdings are in the S&P 500, so an investor may already have exposure to many of the names. The relatively small amount of component stocks is a concentration concern, too.
The Alerian MLP ETF, AMLP, comes with a much higher expense ratio, but there’s a reason for that. MLPs — master limited partnerships — are a common structure for midstream oil and gas businesses. The structure means that MLPs don’t pay taxes, instead handing the tax bill to investors who receive distributions. Investing directly means handling K-1 forms for each MLP, which is a time-consuming and sometimes confusing tax-time hassle. This ETF simplifies investing in MLPs by handling the accounting itself and sending shareholders a single 1099 to use with their taxes. It’s simpler for sure. The high expense ratio includes an allowance for the ETF’s estimated tax liability, which it will incur in the future by not passing along the full tax liability to ETF holders. That expense is currently 0.17% of the fund’s 1.01% expense ratio, but that is likely to grow over time as the fund collects more distributions and tax liability.
AMLP is a good performer too, returning 20.2% over the 3-year lookback, 20.8% over the 5-year time frame, and 8.2% over the 10-year period.
The concentration of XLE is not ideal, but its long-term performance and low expense ratio make it the better bet for investors. However, AMLP is worth it for energy investors keen on simplifying their taxes with little performance trade-off.
For more guidance on ETF investing, check out the full guide at this link.
FRISCO, Texas--(BUSINESS WIRE)--Public Storage (NYSE:PSA) (“Public Storage” or the “Company”) announced today that it has closed a new $3.0 billion unsecured revolving credit facility (the “Revolver”), plus a $500 million delayed draw term loan facility (the “Term Loan”), and established a $1.0 billion unsecured commercial paper program (the “Commercial Paper Program”). The Revolver replaces in its entirety the Company’s $1.5 billion revolving credit facility that was scheduled to mature June 12, 2027.
“The successful closing of our new credit facilities and the establishment of our Commercial Paper Program further strengthens Public Storage’s fortress balance sheet, enhances our liquidity, lowers our effective cost of capital, and expands our financial flexibility,” said Joe Fisher, President and Chief Financial Officer of Public Storage. “These actions are fully aligned with our PS4.0 strategy and reinforce the capability of our value creation engine — giving us efficient, scalable access to capital to fund accretive acquisitions, development and redevelopment, lending, and other high-return opportunities, while continuing to support the long-term per share growth of the business. We appreciate the continued confidence and support of our banking partners.”
The Revolver has total commitments of $3.0 billion available for borrowings in US dollars and certain foreign currencies and matures on June 25, 2030, with extension options available through June 25, 2031. The Term Loan is available to be drawn in up to four advances on or prior to December 22, 2026 and matures on June 25, 2031. The credit facility documentation also includes an accordion feature that permits Public Storage to increase total commitments under the Revolver or incur additional term loans by up to $2 billion, subject to obtaining additional lender commitments. Borrowings under the Revolver bear interest at SOFR plus 0.650% based on the Company’s current credit ratings, a reduction of 15 basis points as compared to the prior facility. Once drawn, the Term Loan will bear interest at SOFR plus 0.700% based on the Company’s current credit ratings. The spread applicable to both the Revolver and the Term Loan may increase or decrease in the future based on any change to Public Storage’s credit ratings.
Commercial paper notes issued under the Commercial Paper Program will rank pari passu with all of Public Storage’s other senior unsecured debt and will be fully and unconditionally guaranteed by Public Storage.
Wells Fargo Bank, National Association is serving as Agent for the Credit Facility. Wells Fargo Securities, LLC, BofA Securities, Inc., and JPMorgan Chase Bank, N.A. acted as joint bookrunners.
Commercial paper notes to be offered under the commercial paper program have not been and will not be registered under the Securities Act of 1933, as amended, or state securities laws, and may not be offered or sold in the United States absent registration or an applicable exemption from registration requirements. The information contained in this news release shall not constitute an offer to sell or the solicitation of an offer to buy the notes under the commercial paper program, nor shall there be any sale of the notes in any jurisdiction in which such offer, solicitation or sale would be unlawful.
About Public Storage
Public Storage, a member of the S&P 500, is a REIT that primarily acquires, develops, owns, and operates self-storage facilities. At March 31, 2026, we: (i) owned and/or operated 3,546 self-storage facilities located in 40 states with approximately 259 million net rentable square feet in the United States and (ii) owned a 35% common equity interest in Shurgard Self Storage Limited (Euronext Brussels: SHUR), which owned 333 self-storage facilities located in seven Western European countries with approximately 19 million net rentable square feet operated under the Shurgard® brand. Our headquarters are located in Frisco, Texas.
LOS ANGELES--(BUSINESS WIRE)--The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of JD.com, Inc. (“JD” or “the Company”) (NASDAQ: JD) for violations of the securities laws.
The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors. JD is the subject of a Bloomberg report published on June 11, 2026, reporting that China’s State Administration for Market Regulation had summoned the Company’s representatives "over what officials said was false advertising during the annual '618' midyear online shopping festival."
If you are a shareholder who suffered a loss, click here to participate.
We also encourage you to contact Brian Schall of the Schall Law Firm, 2049 Century Park East, Suite 2460, Los Angeles, CA 90067, at 310-301-3335, to discuss your rights free of charge. You can also reach us through the firm's website at www.schallfirm.com, or by email at [email protected].
The Schall Law Firm represents investors around the world and specializes in securities class action lawsuits and shareholder rights litigation.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and rules of ethics.
Trade Desk stock is trading at depressed levels. What’s the outlook for TTD shares? The Trade Desk touched its 52-week low, with the stock trading as low as $16.98 today against a 52-week floor of $17.21, according to Benzinga Pro.
What Is Driving The Trade Desk’s Stock Today?Communication Services is down 0.6% and sitting near the bottom of the sector rankings, which makes TTD’s decline look more like sector pressure than a broad market shift. The stock is falling even as major indices grind higher, a setup that often sends traders back to the chart to evaluate the prevailing trend.
TTD is also hovering just above its 52-week low, which can make even small dips attract fast selling from traders who do not want to sit through a breakdown attempt. That dynamic can keep intraday rebounds limited until buyers show they can defend support.
The broader tape is mixed to positive, with six sectors advancing and the S&P 500 modestly green. Leadership is coming from Industrials at +1.85% and Healthcare at +1.67%, not from Communication Services. That divergence helps explain why a name inside a lagging sector can underperform even on a day when the indices are firm.
Critical Price Levels To Watch For TTDTTD remains locked in a steep longer-term downtrend. The stock trades 10.5% below its 20-day simple moving average, 18.2% below its 50-day simple moving average, and 46.9% below its 200-day simple moving average. The 20-day average sits under the 50-day average, and the 50-day average sits under the 200-day average, two bearish alignment signals that typically keep rallies vulnerable until price can reclaim key trend markers.
MACD continues to show weakening momentum. It is below its signal line and the histogram is negative, which indicates that upside pressure has cooled compared with the prior upswing. Traders often look for MACD to move back above its signal line as an early sign that momentum is improving, especially if price is also pushing above the 20-day and 50-day averages.
The longer view is still dominated by a 12 month decline of 74.87%. The most recent swing low formed in June, and the 52-week low was also set in June. With the stock trading near $17.62 against a 52-week low of $17.21, TTD is sitting in a decision zone where failed rebounds can quickly turn into new lows.
Key Resistance: $19.57 This level aligns with the 20 day simple moving average and often serves as the first trend check on rebound attempts. Key Support: $17.21 This is the 52 week low area where buyers recently stepped in. TTD Shares Are DippingTTD Price Action: Trade Desk shares were down 0.85% at $17.55 at the time of publication on Thursday. The stock is trading near its 52-week low of $17.21, according to Benzinga Pro.
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SASKATOON, Saskatchewan--(BUSINESS WIRE)--Cameco (TSX: CCO; NYSE: CCJ) released its 2025 Sustainability Report today, which communicates the initiatives and key metrics that demonstrate Cameco’s progress to date and the continual advancement of our sustainability reporting.
“As I reflect on the past year, I see our commitment to operating sustainably and with integrity embedded in everything we do. It’s evident in how we manage our environmental impacts, in the way we treat our people, and in how we invest in communities and people to build local capacity,” CEO Tim Gitzel says.
Sustainability highlights from 2025 include:
The development of nine site-specific climate adaptation plans; $292 million procured from northern-owned companies; A greater than 20% reduction in our combined Total Recordable Injury Rate since 2023; 49% of the workforce at our northern Saskatchewan operations self-identified as Indigenous; and, More than $1 million donated to charities through our employee giving campaign. Cameco is committed to transparency and accountability for quality reporting on sustainability matters to our providers of capital, customers, employees, regulators, local Indigenous Peoples, communities around our operations, and other stakeholders.
We are continuing our longstanding practice of disclosing our sustainability performance through an extensive range of environment, safety, social, economic, and governance indicators.
In this report, Cameco has incorporated relevant Sustainability Accounting Standards Board (SASB) performance indicators and continued our progress toward integrating the recommendations of the Task Force on Climate-Related Financial Disclosures (TCFD). The report can be downloaded or read online at www.cameco.com/about/sustainability.
Cameco’s board of directors and executive team oversee the company’s sustainability strategy, execution, and reporting. In addition to SASB and TCFD, the report contains other key performance indicators that we believe have an important bearing on Cameco’s long-term sustainability, some of which are unique to our company and some of which are based on the GRI Standards framework that we used as the basis of our sustainability reporting prior to 2020. We have obtained a third-party limited assurance report on selected performance indicators.
Profile
Cameco is one of the largest global providers of the uranium fuel needed to power a secure energy future. Our competitive position is based on our controlling ownership of the world’s largest high-grade reserves and low-cost operations, as well as significant investments across the nuclear fuel cycle, including ownership interests in Westinghouse Electric Company and Global Laser Enrichment. Utilities around the world rely on Cameco to provide global nuclear fuel solutions for the generation of safe, reliable, carbon-free nuclear power. Our shares trade on the Toronto and New York stock exchanges. Our head office is in Saskatoon, Saskatchewan, Canada.
As used in this news release, the terms we, us, our, the Company and Cameco mean Cameco Corporation and its subsidiaries unless otherwise indicated.
Caution about forward-looking information
This news release includes statements considered to be forward-looking information or forward-looking statements under Canadian and U.S. securities laws (which we refer to as forward-looking information), including: our goal of continual advancement of our sustainability reporting, including transparency and accountability for quality reporting on sustainability matters; our commitment to operating sustainably and with integrity; and our goal of investing in communities and people to build local capacity. This forward-looking information is based on a number of assumptions, including assumptions regarding our ability to maintain quality reporting on sustainability matters; our ability to operate sustainably and with integrity; and our ability to invest in communities and people to build local capacity. This information is subject to a number of risks, including: the risk that we may be unable to achieve our goal of investing in communities and people to build local capacity; the risk that we may not be able to maintain quality reporting on sustainability matters; and the risk that we may face unexpected challenges or delays in advancing our climate, environmental and social-related goals or that they may not achieve the intended outcomes or results. Additional assumptions and risks are detailed in the Caution About Forward-Looking Information in our Sustainability Report and our most recent annual and quarterly Management’s Discussion and Analysis. The forward-looking information in this news release represents our current views, and actual results may differ significantly. Forward-looking information is designed to help you understand our current views and may not be appropriate for other purposes. We will not necessarily update this information unless we are required to by securities laws.
Total Sales Growth: 14% in constant currency, with 12% from McCormick de Mexico acquisition and 2% organic growth.Consumer Segment Sales Growth: 20% in constan
Our DraftKings (NASDAQ:DKNG | DKNG Price Prediction) price prediction lands within striking distance of where the stock trades today. After a brutal twelve months for shareholders, the question is whether the prediction markets pivot and Sportsbook margin expansion can outrun the litigation overhang and softer engagement metrics. My read: the risk/reward is balanced, with a slight tilt toward patient accumulation.
The 24/7 Wall St. price target for DraftKings is $26.77 over the next 12 months, implying 4.38% upside from $25.65. Our recommendation is hold, with a confidence level of 90%.
24/7 Wall St. Price Target Summary Metric Value Current Price $25.65 24/7 Wall St. Price Target $26.77 Upside 4.38% Recommendation HOLD Confidence Level 90% A Year of Pain, A Quarter of Hope DKNG has fallen 36.68% over the past year and 25.57% year-to-date, with the stock sliding 10.91% in just the past week. Shares now sit 28% below their 52-week high of $48.78, though comfortably above the low of $20.46.
The Q1 2026 earnings report was a genuine bright spot. Revenue rose 8.83% to $1.65 billion, EPS of $0.20 beat by 16.41%, and Adjusted EBITDA jumped 64% to $167.85 million.
Still, the stock has been weighed down by a class action lawsuit filed April 29, 2026 alleging deceptive interface design, a Federal Reserve study linking sportsbook activity to consumer debt delinquency, and steady insider selling, including 62,500 shares from the Chief Legal Officer on June 11.
Why Bulls See a Breakout Ahead The bull case rests on three pillars. First, Sportsbook net revenue margin expanded to 7.8% from 6.4%, with average revenue per Monthly Unique Payer up 21% to $131.
Second, the DraftKings Predictions launch under CFTC oversight, paired with the Crypto.com Derivatives partnership, opens a federally regulated event-contract market that could lift the entire valuation framework.
Third, the Missouri mobile launch and iGaming advocacy spend offer state-level optionality.
Morningstar has reiterated bullish commentary on the prediction-market expansion, and the consensus analyst target of $34.88 implies meaningful upside if execution holds. Our internal bull-case path projects DKNG reaching $48.28 within twelve months, a 88.23% total return.
The Risks Worth Watching Bears point to a 4% YoY decline in Monthly Unique Payers to 4.2 million, negative Q1 operating cash flow of $48.4 million, and stock-based compensation of $65.2 million. State tax hikes in New Jersey, Louisiana, and Illinois compress structural margins.
To be fair, the cash-flow softness reflects $26.4 million in legalization advocacy and aggressive Predictions investment, both of which management frames as growth capex rather than recurring drag.
Litigation is the bigger swing factor. The PHAI product-liability suit and a Fed paper tying betting to delinquencies could pressure multiple expansion. Average analyst targets have already drifted from $44.58 to $38.80. Our bear-case scenario lands at $24.26 over twelve months.
DraftKings Price Prediction 2026-2030 The 24/7 Wall St. price target of $26.77 sits just above the current quote, and our hold rating carries 90% confidence. The constructive scenario hinges on MUP stabilization in Q2 and meaningful Predictions volume by year-end.
The cautious scenario is one where litigation expands or state tax increases spread further. The setup is balanced, and patience is the right posture.
Year 24/7 Wall St. Price Target 2026 $26.77 2027 $27.08 2028 $27.21 2029 $29.53 2030 $31.70 These projections assume DraftKings continues scaling Sportsbook margins and successfully establishes a defensible Predictions footprint. Significant upside or downside could result from federal prediction-market rulings, state iGaming legalization waves, or escalating product-liability litigation.
Melius Research’s head of tech research, Ben Reitzes, told CNBC to lean into chip-stock weakness and stay clear of the cloud giants paying for the buildout. “I’m telling them to buy on the dip. These have been opportunities in the past, and we just don’t really see any change,” Reitzes said. His list of buys covers Nvidia, Broadcom, Micron, AMD, and Dell, while Microsoft, Oracle, and Google are on hold until their AI monetization model becomes legible.
The framing matters because the broader debate has shifted from whether AI demand exists to whether the spenders can ever earn it back. Reitzes argues the answer is to own the sellers of compute. “The world is shifting towards compute… It’s been three years into this, and we’re probably in a 20-year trend. Compute is really the fuel. It’s the oil, and it’s going to be bigger than oil ever was,” he said.
The chip side of the trade Nvidia (NASDAQ: NVDA) | NVDA Price Prediction anchors the call. The Q1 FY27 earnings report showed revenue of $81.61 billion, up 85.2% year over year, with Data Center revenue of $75.25 billion and an $80 billion additional buyback authorization disclosed in the company’s SEC 8-K filing. Shares trade at a forward P/E of 24, with shares up 12.01% year to date.
Broadcom (NASDAQ: AVGO) delivered $10.8 billion in AI semiconductor revenue, up 143% year over year, in its Q2 FY26 report. The stock is up 13.72% year to date and carries a forward P/E of 36.
Micron Technology (NASDAQ: MU) is the cleanest expression of the “single-digit multiple” pitch. Forward P/E sits at 11, despite an FQ2 26 print of $23.86 billion in revenue and $12.20 in non-GAAP EPS, beating consensus by 39.74%. CEO Sanjay Mehrotra said, “In the AI era, memory has become a strategic asset for our customers.” The stock has run 324.63% year to date.
AMD (NASDAQ: AMD) posted Q1 FY26 revenue of $10.25 billion, up 37.9% year over year, with Data Center revenue of $5.78 billion, up 57%. CEO Lisa Su flagged the Meta partnership to deploy up to 6 GW of AMD Instinct GPUs. Shares are up 157.58% year to date.
Dell Technologies (NYSE: DELL) sits on Reitzes’ buy list as the lone hardware name. AI-optimized server revenue hit $16.13 billion, up 757% year over year, on $24.4 billion of AI orders booked. Gross margin compressed to 17.8% from 21.1%, illustrating the cost of being a reseller in this cycle.
Why is he skipping the hyperscalers? Reitzes’ capital-allocation argument is direct. “Why bother owning hyperscalers? They’re handing money to my other companies… They don’t generate cash. They may not generate cash next year, and they don’t buy back stock,” he said.
Microsoft is the cautionary tale. CapEx surged to $30.88 billion, up 84.4% year over year, in Q3 FY26. Satya Nadella said, “Our AI business surpassed an annual revenue run rate of $37 billion, up 123% year-over-year.” Yet the stock is down 23.7% year to date. A Polymarket contract gives a 69% probability that Anthropic plus OpenAI will exceed Microsoft’s valuation by December 31, 2026.
Alphabet shows the same pattern. CapEx ran $35.67 billion, up 107.4% year over year, and free cash flow fell 46.6% year over year to $10.12 billion. Google Cloud grew 63% to $20.03 billion with backlog nearly doubling to over $460 billion, but shares dropped 6% on June 23 after John Jumper departed for Anthropic and Noam Shazeer for OpenAI.
What to watch next Reitzes’ wait-and-see line was blunt. “Call me when they figure it out. I don’t want to invest in that stuff while they’re figuring out the consumption versus subscription. What a mess you got,” he said. The next checkpoints arrive with hyperscaler July earnings, where CapEx guidance and any AI revenue disclosures will determine whether the picks-and-shovels gap keeps widening. Until then, the data favors the sellers.
WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”), of the important July 27, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Zoetis 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 Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than July 27, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved, at that time, 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 hundreds of millions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs’ Bar. Many of the firm’s attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made false and/or misleading statements and touted growing market share, strong veterinarian adoption, and accelerating sales growth across Zoetis’ flagship Companion Animal products and/or failed to disclose that: (1) veterinarian prescription growth and adoption of Zoetis’ Librela, a canine pain treatment, were sharply weakening as clinicians became more cautious following FDA safety warnings concerning serious neurological complications in dogs; (2) Zoetis’ Simparica Trio was losing significant market share to a lower priced competing canine parasiticide with broader indicated use in a slowing overall market; and (3) Zoetis’ dermatology products, Apoquel and Cytopoint, were losing substantial market share to a newly launched competing canine treatment. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Zoetis class action, go to https://rosenlegal.com/cases/zoetis-inc/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor’s ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
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Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Laurence Rosen, Esq.
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The Rosen Law Firm, P.A.
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New York, NY 10016
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“Supergirl,” the latest installment in Warner Bros. Discovery's WBD-0.81% major reboot of its DC Studios brand, is tracking toward an underwhelming opening weekend, industry experts say, dashing hopes that the soaring comeback started by last year's “Superman” would continue.
DALLAS--(BUSINESS WIRE)--Celanese Corporation (NYSE: CE), a global chemical and specialty materials company, today announced that it will host a conference call to discuss its second quarter 2026 results on Wednesday, August 5, 2026, beginning at 10:00 a.m. ET.
The conference call will be available by webcast at https://investors.celanese.com or by phone:
Dial-in Number: 1-877-737-7051
International Dial-In Number: 1-201-689-8878
Alternatively, to enter the call immediately without waiting for operator assistance, attendees may pre-register for the call by clicking the link below.
The company will distribute its second quarter earnings press release via newswire after the New York Stock Exchange closes on Tuesday, August 4, 2026. The earnings press release and prepared remarks will also be available at https://investors.celanese.com after market close on Tuesday, August 4, 2026.
A replay of the conference call will be available on demand on August 5, 2026, from 12:00 p.m. ET until August 19, 2026, 12:00 p.m. ET, at the following number:
Replay Number: 1-877-660-6853
Passcode: 13761257
The webcast replay will be available on demand at https://investors.celanese.com.
About Celanese
Celanese is a global leader in chemistry, producing specialty material solutions used across most major industries and consumer applications. Our businesses use our chemistry, technology and commercial expertise to create value for our customers, employees and shareholders. We support sustainability by responsibly managing the materials we create and growing our portfolio of sustainable products to meet customer and societal demand. We strive to make a positive impact in our communities and to foster inclusivity across our teams. Celanese Corporation is a Fortune 500 company with more than 11,000 employees worldwide and 2025 net sales of $9.5 billion.
LONG BEACH, Calif., June 25, 2026 (GLOBE NEWSWIRE) -- Rocket Lab Corporation (Nasdaq: RKLB), a global leader in launch services and space systems, today announced it has been selected by NASA to provide three Electron launches for two separate NASA missions - PolSIR and TSIS-2 – from early next year. Rocket Lab’s extensive flight heritage across more than 90 launches, Electron’s proven deployment accuracy, and the company’s ability to meet the tight turnaround schedules for both missions were key driving factors behind Rocket Lab being selected as the launch provider.
Rocket Lab will fly two back-to-back Electron launches for NASA’s PolSIR mission from Launch Complex 1 in New Zealand no earlier than June 2027. A separate Electron launch for NASA’s TSIS-2 mission will take place from the same launch site in early 2027.
PolSIR
Electron will deploy two identical CubeSats for the PolSIR (Polarized Submillimeter Ice-cloud Radiometer) mission to study ice clouds at high altitudes in the tropics and sub-tropics: how they form, why they change throughout the day, and how much ice they contain. The data gathered by PolSIR will be used to inform Earth system models to make better predictions about Earth’s weather across the globe.
The PolSIR mission requires both satellites to fly in separate, 52-degree inclination, non-sun synchronous orbits that will allow NASA scientists to make comparisons across daily, seasonal, and annual cycles of ice clouds. Electron’s excellent track record for precise orbital deployment and ability to deliver satellites within meters of their target – versus the industry standard of kilometer-level deployment accuracy - is being leveraged to meet NASA’s unique requirements of this mission.
TSIS-2
NASA’s TSIS-2 (Total and Spectral Solar Irradiance Sensor-2) mission will see a single satellite launched by Electron to conduct Sun-Earth energy science. TSIS-2’s measurements of the Sun’s brightness at the top of Earth’s atmosphere, as well as the distribution of that energy over ultraviolet, visible, and infrared wavelengths, can be used by scientists to predict Earth’s ozone layer recovery or provide air quality forecasts: real-life examples of the benefits space science missions like TSIS-2 can have for day-to-day life.
This mission exemplifies Electron’s unique capability and value in providing a reliable and responsive launch service dedicated for small satellites. NASA has booked the mission to launch on Electron in just seven months from contract signing to meet the time-sensitive requirements of the mission.
Rocket Lab founder and CEO, Sir Peter Beck, says: “Electron has become synonymous with reliability, precise orbital accuracy, and on-demand launch capability and we’ve been delivering this for NASA missions for almost a decade. We’re proud to deliver this once again for PolSIR and TSIS-2.”
Alongside PolSIR and TSIS-2, other upcoming NASA missions to be launched by Rocket Lab include the agency’s Aspera mission: an astrophysics mission to study the formation and evolution of galaxies and provide new insights into how the universe works. Later this year, Rocket Lab is also scheduled to deploy its own Photon spacecraft on Electron for NASA’s LOXSAT mission: a demonstration of in-space refueling technologies that could come into play for future Moon missions and human exploration to Mars.
Rocket Lab Images and Videos: www.flickr.com/photos/rocketlab/
About Rocket Lab
Rocket Lab is a leading space company that provides launch services, spacecraft, payloads, and satellite components serving commercial, government, and national security markets. Rocket Lab’s Electron rocket is the world’s most frequently launched orbital small rocket; its HASTE rocket provides hypersonic test launch capability for the U.S. government and allied nations; and its Neutron launch vehicle in development will unlock medium launch for constellation deployment, national security and exploration missions. Rocket Lab’s spacecraft and satellite components have enabled more than 1,700 missions spanning commercial, defense and national security missions including GPS, constellations, and exploration missions to the Moon, Mars, and Venus. Rocket Lab is a publicly listed company on the Nasdaq stock exchange (RKLB). Learn more at www.rocketlabcorp.com.
Forward Looking Statements
This press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. We intend such forward-looking statements to be covered by the safe harbor provisions for forward looking statements contained in Section 27A of the Securities Act of 1933, as amended (the “Securities Act”) and Section 21E of the Securities Exchange Act of 1934, as amended (the “Exchange Act”). All statements contained in this press release other than statements of historical fact, including, without limitation, statements regarding our launch and space systems operations, launch schedule and window, safe and repeatable access to space, Neutron development, operational expansion and business strategy are forward-looking statements. The words “believe,” “may,” “will,” “estimate,” “potential,” “continue,” “anticipate,” “intend,” “expect,” “strategy,” “future,” “could,” “would,” “project,” “plan,” “target,” and similar expressions are intended to identify forward-looking statements, though not all forward-looking statements use these words or expressions. These statements are neither promises nor guarantees, but involve known and unknown risks, uncertainties and other important factors that may cause our actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements, including but not limited to the factors, risks and uncertainties included in our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, as such factors may be updated from time to time in our other filings with the Securities and Exchange Commission (the “SEC”), accessible on the SEC’s website at www.sec.gov and the Investor Relations section of our website at www.rocketlabcorp.com, which could cause our actual results to differ materially from those indicated by the forward-looking statements made in this press release. Any such forward-looking statements represent management’s estimates as of the date of this press release. While we may elect to update such forward-looking statements at some point in the future, we disclaim any obligation to do so, even if subsequent events cause our views to change.
Rocket Lab stock is gaining positive traction. What’s pushing RKLB stock higher? NASA Selects Rocket Lab To Launch Science MissionsRocket Lab has been selected to provide launch services for NASA’s PolSIR (Polarized Submillimeter Ice-cloud Radiometer) and Total and Spectral Solar Irradiance Sensor-2 (TSIS-2) missions.
Rocket Lab will launch the PolSIR mission aboard two dedicated Electron rockets no earlier than June 2027. The mission aims to study ice clouds that form at high altitudes in tropical and subtropical regions, ultimately allowing researchers to make more accurate weather predictions.
The TSIS-2 mission, which will measure the Sun’s energy input to Earth, is expected to launch aboard an Electron rocket in early 2027.
“Electron has become synonymous with reliability, precise orbital accuracy, and on-demand launch capability and we’ve been delivering this for NASA missions for almost a decade. We’re proud to deliver this once again for PolSIR and TSIS-2,” said Peter Beck, founder and CEO of Rocket Lab.
Other upcoming NASA missions slated for Rocket Lab include Aspera, an astrophysics mission to study how galaxies form and evolve, offering new insight into the workings of the universe. Later this year, the company is also scheduled to launch its own Photon spacecraft aboard Electron for NASA’s LOXSAT mission, a demonstration of in-space refueling technology that could support future Moon missions and human exploration of Mars.
RKLB Shares Rise After The CloseRKLB Price Action: Rocket Lab shares were up 5.59% in after-hours on Thursday, trading at $85.20 at the time of publication, according to Benzinga Pro.
Photo: courtesy of Rocket Lab.
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NEWTON, Mass.--(BUSINESS WIRE)--Service Properties Trust (Nasdaq: SVC) today announced that its Board of Trustees has approved a five-for-one reverse split of SVC's issued and outstanding common shares. The reverse split is anticipated to become effective after the close of trading on or about July 6, 2026, subject to the completion of regulatory approvals and processes. As of the effective time of the reverse share split, each five shares of SVC's issued and outstanding common shares will be r.
, /PRNewswire/ -- NNN REIT, Inc. (NYSE: NNN) ("NNN" or the "Company"), a real estate investment trust ("REIT"), today announced that it will release its second quarter 2026 results before the market opens on Wednesday, August 5, 2026. The Company will host a conference call that day at 10:30 a.m. ET to discuss its financial and operating results.
A live webcast of the conference call will be available on the Company's website at www.nnnreit.com or by using the following link. The conference call can also be accessed by dialing 888-506-0062 in the U.S. or 973-528-0011 for international callers and entering the participant code 623622 or referencing NNN REIT, Inc.
A telephonic replay of the call will be available through Wednesday, August 19, 2026, by dialing 877-481-4010 in the U.S. or 919-882-2331 internationally and entering the code 54164.
About NNN REIT, Inc.
NNN is a REIT that invests in high-quality properties subject generally to long-term, net leases with minimal ongoing capital expenditures. As of March 31, 2026, the Company owned 3,711 properties across all 50 states, the District of Columbia and Puerto Rico, encompassing approximately 39.6 million square feet of gross leasable area, with a weighted average remaining lease term of 10.1 years.
For additional information, please visit www.nnnreit.com.
Coursera (COUR) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
FORT COLLINS, Colo., June 25, 2026 (GLOBE NEWSWIRE) -- Woodward, Inc. (NASDAQ:WWD) today announced that its Board of Directors declared a cash dividend of $0.32 per share for the quarter, payable on September 3, 2026, for stockholders of record as of August 20, 2026.
About Woodward, Inc.
Woodward is the global leader in the design, manufacture, and service of energy conversion and control solutions for the aerospace and industrial equipment markets. Our purpose is to design and deliver energy control solutions our partners count on to power a clean future. Our innovative fluid, combustion, electrical, propulsion and motion control systems perform in some of the world’s harshest environments. Woodward is a global company headquartered in Fort Collins, Colorado, USA. Visit our website at www.woodward.com.
Notice Regarding Forward-Looking Statements
The statements in this release contain forward-looking statements that involve risks and uncertainties, including statements concerning the company’s cash dividend. Actual results could differ materially from projections or any other forward-looking statements and we have no obligation to update our forward-looking statements except as required by law. Factors that could affect performance and could cause actual results to differ materially from projections and forward-looking statements are described in Woodward's Annual Report and Form 10-K for the year ended September 30, 2025, and any subsequently filed Quarterly Report on Form 10-Q.
Webcast and conference call on July 31 at 7 a.m. PT (10 a.m. ET)
, /PRNewswire/ -- Weyerhaeuser Company (NYSE: WY) will release second quarter 2026 results on Thursday, July 30, after the market closes. The company will then hold a live webcast and conference call the following day, on Friday, July 31, at 7 a.m. Pacific (10 a.m. Eastern), to discuss the results.
To access the earnings release, live webcast and presentation online, visit the Investors section on www.weyerhaeuser.com.
To join the conference call from within North America, dial 877-407-0792 (access code: 13755108) at least 15 minutes prior to the call. Those calling from outside North America should dial 201-689-8263 (access code: 13755108). Replays will be available for two weeks at 844-512-2921 (access code: 13755108) from within North America, and at 412-317-6671 (access code: 13755108) from outside North America.
ABOUT WEYERHAEUSER
Weyerhaeuser Company, one of the world's largest private owners of timberlands, began operations in 1900 and today owns or controls more than 10 million acres of timberlands in the U.S., as well as additional public timberlands managed under long-term licenses in Canada. Weyerhaeuser has been a global leader in sustainability for more than a century and manages 100 percent of its timberlands on a fully sustainable basis in compliance with internationally recognized sustainable forestry standards. Weyerhaeuser is also one of the largest manufacturers of wood products in North America and operates additional business lines around product distribution, climate solutions, real estate, and energy and natural resources, among others. In 2025, the company generated $6.9 billion in net sales and employed approximately 9,500 people who serve customers worldwide. Operated as a real estate investment trust, Weyerhaeuser's common stock trades on the New York Stock Exchange under the symbol WY. Learn more at www.weyerhaeuser.com.
For more information contact:
Analysts - Andy Taylor, 206-539-3907
Media – Nancy Thompson, 919-861-0342
