1:25pm: Market breadth improves Market breadth continues to improve, even if it has pulled back lately, according to Adam Turnquist, Chief Technical Strategist for LPL Financial.
"The percentage of S&P 500 constituents trading above their 200-day moving average has increased from the low-50% range in May to nearly 70%, signaling that participation beneath the surface remains considerably healthier than it was just a few months ago," Turnquist noted.
"A decisive move back above 7,578 would put the 7,600 milestone, the closing high of 7,610, and the intraday high of 7,621 back into focus."
12:10pm: Fresh attacks rattle markets Further US strikes against Iran are keeping markets on edge, according to Chris Beauchamp, Chief Market Analyst at online trading and investing platform IG.
“The tone for the week has already been set as the US and Iran continue to trade strikes. And now a second waterway closure looms to cause further problems for global markets," Beauchamp commented.
"While some hints of a return to negotiations helped to continue Friday’s late rally, this has begun to stumble as news of fresh attacks filters through. The next two weeks will be a tussle between conflict news and big-name earnings, and the tug of war between these two is likely to keep volatility elevated.”
11:05am: Week ahead Wall Street heads into a pivotal week with investors preparing for a flood of corporate earnings, major artificial intelligence announcements and lingering geopolitical tensions that have pushed oil prices above $90 a barrel.
The spotlight will be on Wednesday's earnings from Alphabet Inc (NASDAQ:GOOG) (Alphabet Inc (NASDAQ:GOOG)) and Tesla Inc (NASDAQ:TSLA) (Tesla Inc (NASDAQ:TSLA)), which many see as a crucial test for the AI-driven rally after last week's sharp selloff in technology stocks.
More than 70 S&P 500 companies are due to report over the coming days, including Texas Instruments Inc (NASDAQ:TXN) (Texas Instruments Inc (NASDAQ:TXN)), International Business Machines Corp (NYSE:IBM) (International Business Machines Corp (NYSE:IBM)), AT&T Inc (NYSE:T, XETRA:SOBA) (AT&T Inc (NYSE:T, XETRA:SOBA), AT&T Inc (NYSE:T, XETRA:SOBA)) on Wednesday, Intel Corp (NASDAQ:INTC, XETRA:INL) (Intel Corp (NASDAQ:INTC, XETRA:INL), Intel Corp (NASDAQ:INTC, XETRA:INL)), T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) (T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5), T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5)), Lockheed Martin and Comcast on Thursday, and American Express and Verizon on Friday. Earlier in the week, General Motors, Charles Schwab, Capital One and Danaher will also release results.
Tesla will also be closely watched after reporting record second-quarter vehicle deliveries, with investors looking for updates on cash flow, margins and any news surrounding its autonomous vehicle plans.
10:00am: Semiconductors lift Nasdaq Stocks opened higher on Monday, with technology shares leading the way as investors looked ahead to a busy week of corporate earnings from some of the market's biggest names.
Shortly after the opening bell, the Nasdaq was up 282 points, or 1.1%, to 25,802. The S&P 500 gained 53 points, or 0.7%, to 7,511, while the Dow Jones added 154 points, or 0.3%, to 52,300.
Semiconductor stocks helped power the early gains as traders positioned themselves ahead of quarterly results from several major technology companies. The second-quarter earnings season shifts into a higher gear this week, with Tesla, Alphabet and IBM scheduled to report on Wednesday, followed by Intel on Thursday.
Energy markets also remained in focus. Brent crude climbed back above US$90 a barrel as fighting between the United States and Iran continued, although prices eased from their highs after Iran's foreign ministry said diplomatic efforts were still underway.
On the corporate front, Domino's Pizza was among the early winners after the company released quarterly earnings before the market opened.
Investors will also be watching fresh economic data, with the June US Leading Economic Index due later this morning, for further clues about the strength of the economy.
7:45am: Big week of earnings US stock futures pointed higher on Monday as attention turned to a bumper week of Big Tech earnings, even with the US-Iran conflict grinding into its tenth day.
Dow futures edged up 0.2%, S&P 500 contracts added 0.3%, and the Nasdaq-100 popped 0.7%, a welcome bounce after a bruising week for semiconductor stocks.
The AI trade is hunting for its next catalyst, and it may well arrive this week with results due from Alphabet, Tesla, Intel and IBM.
Wall Street has raised the bar for all four, with investors wanting proof that the vast sums being poured into AI infrastructure are actually starting to generate revenue.
The mood was helped by oil pulling back from its highs.
Brent briefly crossed $91 a barrel overnight before retreating to around $86.70, down 1.6%, after Iran signalled that diplomatic channels with Washington remain open via mediators in Pakistan and Qatar.
That said, the conflict itself shows little sign of easing, with US airstrikes continuing and Iranian retaliation killing at least three American service members over the weekend.
Traffic through the Strait of Hormuz hit a three-week low on Friday, and US gasoline prices crossed $4 a gallon again, an unwelcome development three months out from the midterms.
Key Takeaways HON is expected to report lower Q2 earnings and revenues after its aerospace business spin-off.HON faces pressure from automation softness, project delays, higher costs and foreign exchange headwinds.HON sees strength in building automation, supported by data center and health care projects. Honeywell Technologies (HON - Free Report) is scheduled to release second-quarter 2026 results on July 23, before market open. The Zacks Consensus Estimate for quarterly earnings is currently pegged at $1.80 per share on revenues of $4.98 billion.
HON’s second-quarter earnings estimates have declined 60.9% over the past 60 days. The Zacks Consensus Estimate for quarterly revenues indicates a year-over-year decline of 51.9%.
It is worth noting that on June 29, 2026, Honeywell Technologies became a standalone public company following the spin-off of the Aerospace Technologies business from Honeywell International. The spin-off is likely to have weighed on its year-over-year top and-bottom-line comparison.
Image Source: Zacks Investment Research
Earnings Surprise HistoryHoneywell Technologies’ earnings outpaced the Zacks Consensus Estimate in each of the trailing four quarters, the average surprise being 5.7%. In the last reported quarter, it delivered an earnings surprise of 6.1%.
Earnings WhispersOur proven model does not conclusively predict an earnings beat for Honeywell Technologies this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as elaborated below.
Earnings ESP: HON has an Earnings ESP of 0.00% as both the Zacks Consensus Estimate and the Most Accurate Estimate are pegged at $1.80. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
Zacks Rank: HON presently carries a Zacks Rank #5 (Strong Sell).
You can see the complete list of today’s Zacks #1 Rank stocks here.
Factors to Note Ahead of Honeywell Technologies’ Q2 ResultsHoneywell Technologies’ Process Automation and Technology segment is expected to have put up a weak show in the quarter due to softness in the aftermarket business with lower refining catalyst shipments and project delays. Also, reduced customer demand in the Middle East due to ongoing geopolitical tensions is likely to have hurt the segment’s performance in the second quarter. Honeywell Technologies anticipates the Middle East conflict to have an adverse impact on sales by 1% in the second quarter. However, growth in orders across petrochemical and refining verticals in the segment bodes well.
Recovery in the Industrial Automation segment, driven by favorable project timing, is likely to augment its results. However, the divestment of its Personal Protective Equipment business is anticipated to weigh on the segment’s results.
Nevertheless, healthy demand for its products and solutions, led by increasing building projects, particularly in North America, is expected to drive the Building Automation segment’s results. Increasing order rates and capex investments in data centers and health care projects are likely to have been a tailwind as well.
Over time, HON’s performance has been adversely impacted by high costs and expenses. Higher direct and indirect material costs and investments in digital infrastructure and business restructuring activities are expected to have pushed up the company’s operating expenses, which are likely to have reflected in its margins.
Also, given HON's extensive geographic presence, its operations are subject to foreign exchange headwinds. A stronger U.S. dollar is likely to have hurt its overseas business.
HON’s Price PerformanceFollowing the spin-off of the Aerospace business, HON’s shares have inched down 1.2% compared with the Zacks Diversified Operations industry’s 3.1% decline and the S&P 500’s 0.1% growth. Shares of its key rivals like Rockwell Automation (ROK - Free Report) and Emerson Electric Co. (EMR - Free Report) are down 4.2% and 2.3%, respectively, over the same time frame.
Image Source: Zacks Investment Research
Stock ValuationHoneywell Technologies is currently trading at a forward 12-month P/E of 25.00X, a premium compared with the industry’s 15.08X. In comparison with HON’s valuation, Emerson Electric is trading cheaper, while Rockwell Automation is trading at a premium. Notably, Emerson Electric and Rockwell Automation are currently trading at 19.91X and 32.20X, respectively.
Price-to-Earnings (Forward 12 Months)
Image Source: Zacks Investment Research
Investment ThesisThe persistence of Honeywell Technologies’ near-term challenges, such as weakness in the Process Automation and Technology and Industrial Automation units along with rising costs and expenses, is limiting its near-term prospects.
Although the separation of the Aerospace business will likely provide HON with improved operational focus on the industrial automation business, the spin-off is likely to weigh on its top and-bottom-line results in the quarters ahead.
Final Take on HONHoneywell Technologies’ market leadership position, diversified product portfolio and strong dealer network provide it with a competitive advantage to leverage the long-term demand prospects in industrial markets. However, weakness in aftermarket business, project delays and rising operating expenses pose a threat to the company’s near-term catalysts.
The downward estimate revision activity in earnings and expensive valuation warrant a cautious approach for existing investors. Potential investors should consider waiting for HON’s earnings report and clearer signs of recovery before investing in the stock.
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ServiceNow (NOW +1.76%) may be turning AI from a buzzword into an enterprise productivity engine. Its workflow platform connects systems, approvals, and data across large organizations, creating a sticky position as companies automate more routine work. The upside case is powerful, but valuation risk still matters.
Stock prices used were the market prices of July 8, 2026. The video was published on July 17, 2026.
Rick Orford has positions in ServiceNow. The Motley Fool has positions in and recommends ServiceNow. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming September 8, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Intuit Inc. (“Intuit” or the “Company”) (NASDAQ: INTU) securities between August 22, 2025 and May 20, 2026, inclusive (the “Class Period”).IF YOU SUFFERED A LOSS ON YOUR INTUIT INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOV.
New York, New York--(Newsfile Corp. - July 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Intuit Inc. (NASDAQ: INTU) between August 22, 2025 and May 20, 2026, inclusive (the "Class Period"), of the important September 8, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Intuit 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 Intuit class action, go to https://rosenlegal.com/cases/intuit-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 September 8, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the lawsuit, throughout the Class Period, defendants made materially false and misleading statements and/or failed to disclose that: (1) they had overstated Intuit's competitive advantages and growth, as well as the overall strength and sustainability of its business model and operations; (2) in reality, Intuit was losing significant business in its tax-related business, particularly in its Turbo Tax business, as a result of, inter alia, increasing competitive and pricing pressures; (3) accordingly, Intuit's previously issued full year ("FY") 2026 TurboTax revenue growth guidance was unreliable and/or unrealistic; and (4) as a result, defendants' public statements were materially false and misleading at all relevant times. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Intuit class action, go to https://rosenlegal.com/cases/intuit-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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Source: The Rosen Law Firm PA
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Lockheed Martin (LMT), a prime contractor on the U.S. Army's Dark Eagle hypersonic missile program, is facing delivery delays as quality defects continue to aff
For much of the past three years, artificial intelligence has been the market’s defining investment theme. Companies building AI chips, cloud infrastructure, memory, and software have driven earnings growth while many other stocks have struggled to keep pace. That leadership is becoming even more concentrated.
Fresh market data suggests fewer companies are responsible for pushing the Nasdaq higher, raising understandable concerns about how durable this bull market really is. Yet market history also shows that narrow leadership doesn’t automatically signal the end of a rally. Sometimes it’s simply the price investors pay for owning the market’s fastest-growing businesses.
Market Breadth Is Sending Mixed Signals According to data from SentimentTrader, 48% of Nasdaq 100 stocks now trade at least 20% below their previous highs. That figure has doubled over the past 12 months and marks the highest reading since the February-March selloff.
On the surface, that’s a warning sign. Nearly half of the index is already in correction territory despite the Nasdaq hovering near record levels.
At the same time, another statistic tells a very different story — 64% of Nasdaq 100 companies remain above their 200-day moving average, one of the strongest readings of the year. Before the market bottomed on March 30, only 38% traded above that long-term trend line.
Those figures don’t describe a market that’s broadly collapsing. Instead, they point to one where leadership is narrowing while the overall trend remains positive.
Those investments also reinforce one another. Massive cloud spending fuels demand for Nvidia’s AI accelerators, which increases orders for advanced memory from suppliers like Micron Technology (NASDAQ:MU) and SK hynix. The AI ecosystem continues feeding itself.
That helps explain why investors keep returning to the same handful of companies even as many smaller technology stocks lag.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Granted, concentration always raises risk. When fewer companies account for a larger share of index gains, disappointing earnings, slower AI spending, or delayed returns on AI investments could trigger a sharper correction. Narrow rallies have often become vulnerable once investor sentiment changes.
History supports that caution. Market breadth frequently weakens before broader corrections emerge.
Narrow Doesn’t Necessarily Mean Finished Ironically, today’s conditions still look healthier than true bear markets. During the 2022 decline, roughly 80% of Nasdaq 100 stocks traded at least 20% below their highs. Today’s 48% reading is elevated but nowhere near those levels.
Perhaps more importantly, corporate fundamentals remain much stronger than they were three years ago. AI capital spending continues expanding, enterprise adoption is accelerating, and earnings estimates for many technology leaders continue moving higher rather than lower.
Markets can remain narrow for surprisingly long periods. Much of the rally since 2023 has followed this exact pattern without preventing the Nasdaq from reaching new highs.
Key Takeaway In short, weakening market breadth deserves attention, but it doesn’t yet outweigh the forces supporting this bull market. The biggest AI companies continue generating the strongest earnings growth, and 64% of Nasdaq 100 stocks remain above their 200-day moving averages, indicating the broader trend is still intact.
Ultimately, the greater risk isn’t that narrow leadership automatically ends the rally. It’s that investors become too dependent on a handful of companies delivering near-perfect execution. As long as AI spending, data center construction, and corporate earnings continue growing, this bull market may have more room to run — even if fewer stocks are doing most of the work. Smart investors should monitor breadth closely, but today’s data suggests caution, not panic.
Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The AI trade has been the single biggest force in the market, and nowhere is that clearer than in semiconductors. The chips that train and run artificial intelligence sit at the center of trillions of dollars in spending, and even after a bumpy stretch this summer, the build-out shows no sign of slowing.
The smartest way to play it is to own different links in the chip supply chain rather than betting on one name. Here are five semiconductor stocks positioned to outperform, each capturing a different piece of the AI boom.
Image source: Getty Images.
1. Nvidia Nvidia (NVDA +0.62%) remains the engine of the entire AI trade. Its new Vera Rubin platform has ramped into full production, its data center revenue recently grew more than 90% from a year earlier, and management says it has demand visibility of roughly $1 trillion through 2027. The stock cooled off this summer, which to me looks more like a breather than a breakdown, given how much AI infrastructure the world is still building. When a company is selling every chip it can make, temporary weakness tends to be a gift.
Today's Change
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2. Taiwan Semiconductor Manufacturing Taiwan Semiconductor Manufacturing (TSM +1.07%) is the company that physically builds nearly every advanced AI chip, including Nvidia's. Its leadership called AI demand "extremely robust" and raised its growth outlook above 30% while pouring another $100 billion into its Arizona campus and ramping up cutting-edge 2-nanometer production. Because there is no real substitute for its factories, Taiwan Semiconductor is the closest thing to a toll booth on the whole AI economy.
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3. Broadcom Broadcom (AVGO +2.56%) is the other giant of AI silicon, and it wins in two ways. It designs the custom chips that big tech names use to build their own AI systems, and it dominates the networking gear that connects thousands of those chips inside a data center. Management has pointed to a path toward $100 billion in annual AI revenue, and its large software business adds ballast. Broadcom is how you own the AI trade beyond just graphics chips.
Today's Change
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4. Micron Technology Micron Technology (MU +3.09%) is the memory play and the boldest pick on this list. AI accelerators are useless without high-bandwidth memory sitting beside them, and that memory has been in short supply, a squeeze analysts expect to last into 2027. The catch is that memory stocks recently tumbled into a bear market on fears that the cycle is peaking. I would frame that pullback as an opportunity: If the shortage holds through the summer, Micron could rebound sharply. Just know this is the most volatile name here, because memory booms and busts hard.
5. ASML ASML Holding (ASML 0.61%) is the ultimate pick-and-shovel bet. It holds a near-monopoly on the advanced lithography machines required to make cutting-edge chips, so every fab that Taiwan Semiconductor, Samsung, or Intel (INTC +3.36%) builds needs its equipment. The company just posted record bookings driven by AI demand and raised its full-year forecast. Its next-generation High-NA machines, which sell for close to €400 million (roughly $457.5 million USD) each, are now being used in high-volume production. Own ASML, and you profit no matter which chip company wins.
The risks worth naming None of this comes without danger. Semiconductors are deeply cyclical, and the AI trade has pushed valuations high across the board, so any sign that spending is slowing could hit these stocks hard and all at once. Memory, in particular, is prone to violent swings, as Micron's recent drop shows. Taiwan Semiconductor and ASML also carry geopolitical risk tied to Taiwan, China, and export rules. These are growth stocks riding a powerful but unproven-at-this-scale trend.
Rather than guessing which sole chip stock will win the AI race, I like owning the value chain: Nvidia for the AI brains, Taiwan Semiconductor and ASML for the manufacturing muscle behind every chip, Broadcom for custom silicon and networking, and Micron for the memory that makes it all run. Each is poised to benefit as AI spending marches on this summer and beyond. Buy gradually, mind the valuations, and let the build-out, not the daily swings, guide your conviction.
Costco, Fastenal, and Visa all pass Warren Buffett's classic quality screen, but passing the quality test and clearing the valuation bar are two very different things. One of these compounders is a trap at current prices, one deserves patience, and one looks like the setup Buffett himself would recognize.
Key Takeaways Archer-Daniels-Midland is executing cost-saving initiatives across operations and customer service.ADM remains on track for $500M-$750M in cumulative cost savings over the three-to-five year period.ADM is expanding automation, AI and growth platforms to enhance efficiency and long-term returns. Archer-Daniels-Midland Company (ADM - Free Report) continues to advance multiple initiatives to improve operational efficiency and support long-term growth. The company highlighted ongoing cost-saving projects across its manufacturing operations, along with efforts to lower the cost to serve customers and strengthen organizational capabilities. The company is also investing in five growth platforms that provide a balanced mix of short-, medium- and long-term opportunities. According to management, this combination of efficiency initiatives and growth investments is expected to support a steady pace of progress in the years ahead.
The company noted that it will continue to closely monitor external factors that could influence business performance. At the same time, management remains focused on executing the cost savings program launched last year and stated that the company is on track to achieve its targeted cumulative cost savings of $500 million to $750 million over the three- to five-year period beginning in 2025.
Additionally, the company is pursuing initiatives to improve operational efficiency by targeting a meaningful reduction in transaction costs across its global operations. Management plans to achieve this through greater automation and increased use of AI to reduce manual processes, minimize errors and shorten cycle times. These initiatives also extend to supply chain management and freight and logistics networks. To sustain these technical capabilities, ADM recently established a Capability Center in India to build and maintain deep functional expertise in priority areas.
These efficiency efforts also extend to the company's supply chain management and freight and logistics networks. In addition, the company continues to invest in high-growth opportunities designed to generate long-term returns and has established a new senior innovation and growth leadership role to accelerate these initiatives across the enterprise. Overall, ADM’s disciplined execution of productivity initiatives should strengthen its competitive position, enhance operating leverage and provide a solid foundation for sustainable profitability and long-term growth.
The Zacks Rundown for ADMShares of this Zacks Rank #3 (Hold) company have gained 26.8% in the past six months compared with the industry’s growth of 18.1%.
Image Source: Zacks Investment Research
From a valuation standpoint, ADM trades at a forward price-to-earnings ratio of 17.57, higher than the industry’s average of 16.03.
Image Source: Zacks Investment Research
The Zacks Consensus Estimate for ADM’s current and next fiscal year earnings implies growth of 37.3% and 6.8%, respectively.
Image Source: Zacks Investment Research
Stocks to ConsiderSome better-ranked stocks have been discussed below:
Fomento Económico Mexicano, S.A.B. de C.V. (FMX - Free Report) operates as a franchise bottler of Coca-Cola trademark beverages worldwide. FMX currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for FMX's current fiscal-year sales and earnings indicates growth of 17.3% and 131%, respectively. FMX delivered a trailing four-quarter negative earnings surprise of nearly 17%, on average.
Black Rock Coffee Bar, Inc. (BRCB - Free Report) offers classic espresso-based drinks, energy drinks, and savory and sweet items under the all-day breakfast brand. BRCB currently carries a Zacks Rank #2 (Buy).
The Zacks Consensus Estimate for BRCB’s current fiscal-year sales implies growth of 26.6% from the year-ago actuals. BRCB delivered a trailing four-quarter earnings surprise of 20.8%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name. COCO currently carries a Zacks Rank #2.
The Zacks Consensus Estimate for COCO's current fiscal-year sales and earnings implies growth of 22.3% and 48.7%, respectively, from the year-ago actuals. COCO delivered a trailing four-quarter earnings surprise of 11.7%, on average.
CVS Health (CVS) is executing a significant turnaround, with new management driving operational improvements and a doubling of the share price since I last wrote in early 2025. CVS's fundamentals are solid: debt leverage is declining, cash flow is robust, and the Health Care Benefits segment's margin rebounded to 8.5% as of 1Q2026. Despite improved profitability and projected 10–15% annual EPS growth, CVS stock no longer appears to be in the bargain bin.
Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.
Even though momentum is a popular stock characteristic, it can be tough to define. Debate surrounding which are the best and worst metrics to focus on is lengthy, but the Zacks Momentum Style Score, part of the Zacks Style Scores, helps address this issue for us.
Below, we take a look at Prologis (PLD - Free Report) , which currently has a Momentum Style Score of B. We also discuss some of the main drivers of the Momentum Style Score, like price change and earnings estimate revisions.
It's also important to note that Style Scores work as a complement to the Zacks Rank, our stock rating system that has an impressive track record of outperformance. Prologis currently has a Zacks Rank of #2 (Buy). Our research shows that stocks rated Zacks Rank #1 (Strong Buy) and #2 (Buy) and Style Scores of "A or B" outperform the market over the following one-month period.
You can see the current list of Zacks #1 Rank Stocks here >>>
Set to Beat the Market?Let's discuss some of the components of the Momentum Style Score for PLD that show why this industrial real estate developer shows promise as a solid momentum pick.
A good momentum benchmark for a stock is to look at its short-term price activity, as this can reflect both current interest and if buyers or sellers currently have the upper hand. It's also helpful to compare a security to its industry; this can show investors the best companies in a particular area.
For PLD, shares are up 6.33% over the past week while the Zacks REIT and Equity Trust - Other industry is up 3.36% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 6.58% compares favorably with the industry's 5.21% performance as well.
While any stock can see its price increase, it takes a real winner to consistently beat the market. That is why looking at longer term price metrics -- such as performance over the past three months or year -- can be useful as well. Over the past quarter, shares of Prologis have risen 5.41%, and are up 40.28% in the last year. In comparison, the S&P 500 has only moved 4.96% and 19.65%, respectively.
Investors should also pay attention to PLD's average 20-day trading volume. Volume is a useful item in many ways, and the 20-day average establishes a good price-to-volume baseline; a rising stock with above average volume is generally a bullish sign, whereas a declining stock on above average volume is typically bearish. PLD is currently averaging 3,875,512 shares for the last 20 days.
Earnings OutlookThe Zacks Momentum Style Score also takes into account trends in estimate revisions, in addition to price changes. Please note that estimate revision trends remain at the core of Zacks Rank as well. A nice path here can help show promise, and we have recently been seeing that with PLD.
Over the past two months, 1 earnings estimate moved higher compared to none lower for the full year. This revision helped boost PLD's consensus estimate, increasing from $6.17 to $6.20 in the past 60 days. Looking at the next fiscal year, 1 estimate has moved upwards while there have been no downward revisions in the same time period.
Bottom LineGiven these factors, it shouldn't be surprising that PLD is a #2 (Buy) stock and boasts a Momentum Score of B. If you're looking for a fresh pick that's set to soar in the near-term, make sure to keep Prologis on your short list.
Bitmine détient 4,8 % de l'offre totale d'ETH, qui s'élève à 120,7 millions
Bitmine a parcouru 96 % du chemin menant à l'« Alchimie des 5 % » en seulement 12 mois
Bitmine a racheté 5,5 millions d'actions ordinaires au cours de la semaine écoulée, dans le cadre du programme de rachat d'actions de 4 milliards de dollars annoncé précédemment
Bitmine a été intégrée à l'indice Russell 1000 Large-cap le 26 juin 2026
Les actions privilégiées de catégorie A de Bitmine sont cotées à la Bourse de New York (NYSE) sous le symbole BMNP
Bitmine dispose de 4 917 189 ETH en staking, ce qui représente 9,2 milliards de dollars au cours de 1 879 dollars par ETH. MAVAN (Made in America VAlidator Network) est une destination de staking d'Ethereum de premier plan pour BMNR et les investisseurs institutionnels
Bitmine détient 58 millions de dollars d'actions d'Eightco (NASDAQ : ORBS), l'une des seules actions cotées en bourse au monde à offrir aux investisseurs une exposition indirecte à OpenAI
Le total des avoirs en cryptomonnaies de Bitmine, de ses liquidités et titres négociables, ainsi que de ses « Moonshots » s'élève à 11,5 milliards de dollars, dont 5,78 millions de jetons ETH, 385 millions de dollars de liquidités et de titres négociables, et d'autres avoirs en cryptomonnaies
Bitmine continue de recevoir le soutien d'un groupe d'investisseurs institutionnels de premier plan, dont Cathie Wood d'ARK, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital et l'investisseur privé Thomas « Tom » Lee, pour atteindre l'objectif de Bitmine d'acquérir 5 % du nombre total d'ETH
, /PRNewswire/ -- (NYSE : BMNR) Bitmine Immersion Technologies, Inc. (« Bitmine » ou la « Société »), une entreprise active sur les réseaux Bitcoin et Ethereum qui se consacre à l'accumulation de cryptomonnaies à des fins d'investissement à long terme, a annoncé aujourd'hui que le total de ses avoirs en cryptomonnaies en liquidités et titres négociables, ainsi que dans ses « moonshots », s'élevait à 11,5 milliards de dollars.
Bitmine Weekly Update
STAKING: BMNR now staking over 4.9 million ETH as of July 19, 2026
ALCHEMY OF 5%: BMNR ranked #187 by 5D avg daily $ volume Au 19 juillet 2026 à 20 h 30 (heure de l'Est), le portefeuille de cryptomonnaies de la Société se composait de 5 777 468 ETH, au cours de 1 879 dollars par ETH (selon Coinbase, NASDAQ : COIN), 207 Bitcoin (BTC), une participation de 180 millions de dollars dans Beast Industries, une participation de 58 millions de dollars dans Eightco Holdings (NASDAQ : ORBS) (« moonshots ») et un total de liquidités et de titres négociables s'élevant à 385 millions de dollars. Les avoirs en ETH de Bitmine représentent 4,8 % de l'offre totale d'ETH (qui s'élève à 120,7 millions d'ETH).
« Bitmine a racheté environ 5,5 millions d'actions ordinaires au cours de la semaine écoulée, à un prix moyen de 15,6156 dollars. Nous considérons que le rachat de nos actions ordinaires contribue à la création de valeur pour les actionnaires », a déclaré Thomas « Tom » Lee, président de Bitmine.
Bitmine a procédé au rachat de 5,5 millions d'actions ordinaires dans le cadre du programme de rachat d'actions de 4 milliards de dollars autorisé au préalable.
« Au cours de la semaine écoulée, nous avons acquis 7 430 ETH. Le ralentissement des achats s'explique par le rachat par Bitmine de 5,5 millions d'actions ordinaires. Bitmine a acheté des ETH chaque semaine depuis le lancement de la stratégie de trésorerie ETH, le 30 juin 2025 », a déclaré M. Lee.
Le 16 juillet 2026, Bitmine a publié le dernier message du président (lien ici) pour le mois de juillet 2026. Le titre du message est « ETH is the cure for the Uncanny Valley of Wealth » (L'ETH est le remède à la vallée dérangeante de la richesse).
Au début de l'année 2026, Bitmine a lancé MAVAN (Made in American VAlidator Network), une plateforme de staking destinée aux investisseurs institutionnels. Alors que MAVAN a été initialement développée pour soutenir la propre trésorerie Ethereum de Bitmine, la plateforme a aujourd'hui vocation à se développer pour servir les investisseurs institutionnels, les dépositaires et les partenaires de l'écosystème à la recherche d'une infrastructure de staking de premier ordre. Une partie des ETH de Bitmine est déjà mise en staking sur la plateforme MAVAN.
Au 19 juillet 2026, le montant total d'ETH mis en staking par Bitmine s'élève à 4 917 189 (soit 9,2 milliards de dollars, à 1 879 dollars par ETH). « Bitmine a mis en staking plus d'ETH que toute autre entité dans le monde. À grande échelle (lorsque les ETH de Bitmine sont entièrement mis en staking par MAVAN et ses partenaires de staking), la récompense prévue pour le staking d'ETH est de 290 millions de dollars sur une base annualisée (en utilisant un rendement de 2,67 % sur 7 jours pour BMNR) », a déclaré M. Lee.
« Les recettes annualisées issues du staking sont désormais estimées à 247 millions de dollars. Et ces 4,9 millions d'ETH représentent 85 % des 5,78 millions d'ETH détenus par Bitmine. Les opérations de staking de Bitmine ont généré un rendement sur 7 jours de 2,67 % (annualisé) », a poursuivi M. Lee.
Les avoirs en cryptomonnaies de Bitmine figurent en première place des trésoreries Ethereum et en deuxième place au niveau mondial, derrière Strategy Inc., qui détiendrait 843 775 BTC évalués à environ 50 milliards de dollars. Bitmine reste la plus importante trésorerie d'ETH au monde.
Bitmine est l'une des actions les plus négociées aux États-Unis. Selon les données de Fundstrat, le titre a enregistré un volume quotidien moyen de transactions de 579 millions de dollars (moyenne sur 5 jours, au 17 juillet 2026), se classant ainsi à la 187ᵉ place aux États-Unis, derrière AirBnB (186ᵉ) et devant Fastenal (188ᵉ) parmi les 5 704 titres cotés aux États-Unis (statista.com et étude Fundstrat).
La direction de Bitmine estime que la loi GENIUS et le projet Crypto de la Securities and Exchange Commission (la « SEC ») sont aussi transformateurs pour les services financiers en 2025 que l'action des États-Unis, le 15 août 1971, qui a mis fin à Bretton Woods et à l'étalon-or du dollar américain il y a 54 ans. Cet événement de 1971 a été le catalyseur de la modernisation de Wall Street, créant les titans emblématiques de Wall Street et les réseaux financiers et de paiement d'aujourd'hui. Ceux-ci se sont avérés être de meilleurs investissements que l'or.
Le message du président est disponible ici :
https://www.Bitminetech.io/chairmans-message
La présentation des résultats de l'exercice 2025 complet et la présentation corporative sont disponibles ici : https://Bitminetech.io/investor-relations/
Pour rester informé, veuillez vous inscrire à l'adresse https://Bitminetech.io/contact-us/
À propos de Bitmine
Bitmine (NYSE : BMNR) est une société de minage de Bitcoin opérant aux États-Unis. L'entreprise déploie son capital excédentaire pour devenir la première société de trésorerie Ethereum au monde, mettant en œuvre une stratégie d'actifs numériques innovante pour les investisseurs institutionnels et les acteurs du marché public. Guidée par sa philosophie de « l'alchimie des 5 % », la Société s'est engagée à faire de l'ETH son principal actif de réserve de trésorerie, s'appuyant sur des activités natives au niveau du protocole, y compris le staking et des mécanismes de financement décentralisés. L'entreprise a lancé MAVAN (Made-in America VAlidator Network), une infrastructure de staking dédiée aux actifs de Bitmine, en 2026.
Pour en savoir plus, suivez-nous sur X :
https://x.com/bitmnr
https://x.com/fundstrat
Déclarations prospectives
Le présent communiqué de presse contient des déclarations qui constituent des déclarations prospectives au sens de la loi Private Securities Litigation Reform Act de 1995. Les déclarations contenues dans le présent communiqué de presse qui ne sont pas purement historiques sont des déclarations prospectives qui impliquent des risques et des incertitudes. Ces déclarations prospectives peuvent être identifiées par des termes tels que « s'attendre à », « projeter », « avoir l'intention de », « croire », « anticiper », « estimer » et d'autres expressions similaires. Le présent document contient en particulier des déclarations prospectives concernant : (i) les objectifs de la Société en matière d'acquisition d'ETH, notamment l'initiative « Alchemy of 5 % » et l'affirmation selon laquelle Bitmine a déjà atteint 96 % de cet objectif ; (ii) la stratégie d'accumulation d'actifs numériques de la Société et ses opérations de staking, y compris l'affirmation selon laquelle Bitmine détient 4 917 189 ETH en staking, représentant 9,2 milliards de dollars, des récompenses de staking d'ETH annualisées prévues d'environ 290 millions de dollars (lorsque les ETH de Bitmine seront entièrement mis en staking par MAVAN et ses partenaires de staking), et des recettes issues du staking annualisées actuellement prévues d'environ 247 millions de dollars ; (iii) l'expansion prévue de MAVAN pour répondre aux besoins des investisseurs institutionnels, des dépositaires et des partenaires de l'écosystème à la recherche d'une infrastructure de staking de premier ordre ; (iv) l'engagement continu de la Société à acquérir des ETH chaque semaine dans le cadre de sa stratégie de trésorerie ETH ; (v) la conviction de la direction que la loi GENIUS et le projet « Project Crypto » de la SEC constituent une transformation des services financiers aussi importante que la décision prise par les États-Unis le 15 août 1971 de mettre fin au système de Bretton Woods et à l'étalon-or du dollar américain ; (vi) les attentes concernant le programme de rachat d'actions de 4 milliards de dollars et sa valeur relutive pour les actionnaires ; (vii) les déclarations selon lesquelles l'investissement de la Société dans Eightco Holdings offre une exposition indirecte à OpenAI ; et (viii) la croissance et le développement futurs de la stratégie de trésorerie Ethereum de la Société. En évaluant ces déclarations prospectives, vous devez tenir compte de divers facteurs, notamment : la capacité de Bitmine à suivre le rythme des nouvelles technologies et des besoins changeants du marché ; la capacité de Bitmine à financer ses activités actuelles, ses opérations de trésorerie Ethereum, ses activités de rachat d'actions et ses activités futures proposées ; l'environnement concurrentiel des activités de Bitmine ; les conditions de marché affectant le prix de négociation de l'action ordinaire de la Société ; les développements réglementaires affectant les actifs numériques, y compris l'adoption finale et l'application de la loi GENIUS, d'autres législations en cours et des initiatives de la SEC ; la volatilité et l'imprévisibilité des prix des actifs numériques ; la performance, la fiabilité et la sécurité des opérations de staking de la Société ; les risques liés aux systèmes d'IA et leur impact sur les marchés des cryptomonnaies ; et la valeur future du Bitcoin et de l'Ethereum. Les performances et résultats réels futurs peuvent différer de manière significative de ceux exprimés dans les déclarations prospectives. Les déclarations prospectives sont soumises à de nombreuses conditions, dont beaucoup sont hors du contrôle de Bitmine, y compris celles énoncées dans la section « Risk Factors » du formulaire 10-K déposé par Bitmine auprès de la SEC le 21 novembre 2025, ainsi que dans tous les autres documents déposés auprès de la SEC, tels que modifiés ou mis à jour de temps à autre. Des copies des documents déposés par Bitmine auprès de la SEC sont disponibles sur son site web à l'adresse suivante : www.sec.gov. Bitmine ne s'engage pas à mettre à jour ces déclarations pour tenir compte des révisions ou changements intervenus après la date de ce communiqué, sauf si la loi l'exige.
New York, New York--(Newsfile Corp. - July 20, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Roblox Corporation (NYSE: RBLX) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Roblox securities between October 31, 2024 and April 30, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/RBLX.
Roblox Case Details
The Complaint alleges that, throughout the Class Period, Defendants made materially false and misleading statements and/or failed to disclose that:
Defendants overstated Roblox's organic growth potential and the Company's ability to sustain "tremendous organic growth" following the rollout of its age verification features; Defendants downplayed and failed to adequately disclose the severity and certainty of headwinds associated with the age verification rollout, including a slowdown in user enrollment, reduced on-platform communication, and associated negative impacts on app store ratings; as a result of these undisclosed trends, Roblox's growth rates were expected to decline more sharply than represented; and as a result of the foregoing, Defendants' statements about the Company's business, operations, and prospects were materially false and misleading at all relevant times.What's Next for Roblox Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/RBLX, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Roblox you have until August 7, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Roblox Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Roblox Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300895
Source: Bronstein, Gewirtz & Grossman, LLC
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LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Roblox Corporation (“Roblox” or “the Company”) (NYSE: RBLX) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between October 30, 2025 and April 30, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before August 7, 2026.
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 class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Roblox assured investors that it could minimize risks associated with age verification and accurately forecast its business performance. The Company claimed to be “enormously bullish” and able to rely on “tremendous organic growth.” The Company relied on viral events to supply growth while misleading shareholders about how age verification would impact platform engagement and the public’s view of its products. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Roblox, investors suffered damages.
Join the case to recover your losses
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.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
New York, New York--(Newsfile Corp. - July 20, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of Roblox Corporation (NYSE: RBLX) between October 30, 2025 and April 30, 2026, inclusive (the "Class Period"), of the important August 7, 2026 lead plaintiff deadline.
SO WHAT: If you purchased Roblox common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.
WHAT TO DO NEXT: To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, you must move the Court no later than August 7, 2026. A lead plaintiff is a representative party acting on behalf of other class members in directing the litigation.
WHY ROSEN LAW: We encourage investors to select qualified counsel with a track record of success in leadership roles. Often, firms issuing notices do not have comparable experience, resources, or any meaningful peer recognition. Many of these firms do not actually handle securities class actions, but are merely middlemen that refer clients or partner with law firms that actually litigate the cases. Be wise in selecting counsel. The Rosen Law Firm represents investors throughout the globe, concentrating its practice in securities class actions and shareholder derivative litigation. Rosen Law Firm has achieved the largest ever securities class action settlement against a Chinese Company. Rosen Law Firm was Ranked No. 1 by ISS Securities Class Action Services for number of securities class action settlements in 2017. The firm has been ranked in the top 4 each year since 2013 and has recovered billions of dollars for investors. In 2019 alone the firm secured over $438 million for investors. In 2020, founding partner Laurence Rosen was named by law360 as a Titan of Plaintiffs' Bar. Many of the firm's attorneys have been recognized by Lawdragon and Super Lawyers.
DETAILS OF THE CASE: According to the complaint, defendants provided overwhelmingly positive statements to investors while, at the same time, disseminating materially false and misleading statements and/or concealing material adverse facts concerning the true state of Roblox's organic growth potential; notably, that Roblox would see a significant slowdown in its growth rates as enrollment in the age verification rollout would quickly taper, compounding the resulting slowdown in on-platform communication, resulting in app store rating reductions and a swift reduction in organic growth. When the true details entered the market, the lawsuit claims that investors suffered damages.
To join the Roblox class action, go to https://rosenlegal.com/cases/roblox-corporation-2026/join or call Phillip Kim, Esq. toll-free at 866-767-3653 or email [email protected] for information on the class action.
No Class Has Been Certified. Until a class is certified, you are not represented by counsel unless you retain one. You may select counsel of your choice. You may also remain an absent class member and do nothing at this point. An investor's ability to share in any potential future recovery is not dependent upon serving as lead plaintiff.
Follow us for updates on LinkedIn: https://www.linkedin.com/company/the-rosen-law-firm, on Twitter: https://twitter.com/rosen_firm or on Facebook: https://www.facebook.com/rosenlawfirm/.
Attorney Advertising. Prior results do not guarantee a similar outcome.
-------------------------------
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/305805
Source: The Rosen Law Firm PA
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Nucor Corporation has outperformed the market since 2021, driven by infrastructure and data center tailwinds, but its valuation now reflects these positives. I closely monitor Q2 earnings for signs of sustained earnings power, particularly volume growth versus pricing, and management's guidance for Q3. Emerging risks include global steel overcapacity, cost inflation, and potential margin compression, which could threaten NUE's current earnings trajectory.
Key Takeaways Annaly's Q2 earnings are estimated to be 75 cents per share, indicating a rise of 2.7% y/y.NII is projected to be $509 million, suggesting 86.3% growth from the prior-year quarter.Higher servicing income may support results, while MBS volatility could weigh on book value. Annaly Capital Management Inc. (NLY - Free Report) is scheduled to report second-quarter 2026 results on July 21, after market close. The company’s net interest income (NII) and earnings are expected to reflect year-over-year increases in the quarter to be reported.
In the last reported quarter, the mortgage real estate investment trust's earnings available for distribution per share surpassed the Zacks Consensus Estimate. The company's net interest income and net interest margin improved year over year. The year-over-year increase in book value per share was also encouraging.
Annaly has an impressive earnings surprise history. The company surpassed the Zacks Consensus Estimate in each of the trailing four quarters, with an average surprise of 2.07%.
Let us see how things have shaped up before the second-quarter earnings announcement.
The consensus estimate for second-quarter NII is pegged at $509 million, suggesting an 86.3% increase from the year-ago quarter's reported NII.
The Zacks Consensus Estimate for earnings has been revised upward to 75 cents over the past seven days. The estimate indicates a 2.7% increase from the year-ago quarter's actual.
Factors to Shape NLY’s Q2 PerformanceThe Federal Reserve kept interest rates unchanged in the second quarter of 2026, while noting that economic activity continued to expand at a solid pace despite elevated uncertainty and inflation remaining above its 2% target. Throughout the quarter, mortgage rates remained elevated, averaging in the mid-6% range. While refinance activity witnessed a modest pickup as rates briefly declined during parts of the quarter, purchase volume remained under pressure due to constrained housing inventory and elevated home prices.
Given this backdrop, NLY's mortgage-backed securities (MBS) portfolio is likely to have faced continued interest-rate volatility and fluctuating agency MBS spreads during the quarter. Sharp movements in U.S. Treasury yields amid changing expectations around inflation and Federal Reserve policy likely contributed to volatility in MBS valuations. This might have pressured the company's book value performance in the second quarter of 2026.
Although mortgage rates temporarily eased during parts of the quarter, they generally remained well above the levels of most outstanding mortgages, keeping refinancing incentives relatively subdued. As a result, NLY's constant prepayment rates are expected to have remained relatively contained, helping moderate premium amortization expenses and support NII. Stable prepayments, along with attractive reinvestment opportunities at higher yields, are also likely to have supported average asset yields during the second quarter.
Given manageable prepayment speeds during the second quarter, the company's mortgage servicing rights portfolio is likely to have benefited to some extent. This is anticipated to have increased NLY's servicing fees in the quarter to be reported.
The Zacks Consensus Estimate for net servicing income of $167.7 million indicates a year-over-year rise of 31.9%.
What the Zacks Model Reveals for AnnalyOur proven model predicts an earnings beat for NLY this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat. That is exactly the case here.
You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
Earnings ESP: Annaly has an Earnings ESP of +0.33%.
Zacks Rank: NLY currently carries a Zacks Rank of 2.
REIT Stocks to ConsiderHere are a couple of REIT stocks that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time:
NETSTREIT Corp. (NTST - Free Report) is expected to release second-quarter 2026 earnings on July 22. The company has an Earnings ESP of +1.94 and a Zacks Rank #3 at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Quarterly earnings estimates for NETSTREIT have been unchanged at 34 cents per share over the past week.
Agree Realty Corporation (ADC - Free Report) is expected to release second-quarter 2026 earnings on July 30. The company has an Earnings ESP of +0.27% and a Zacks Rank #3 at present.
Quarterly earnings estimates for Agree Realty have been unchanged at $1.13 per share over the past week.
Investors might want to bet on State Street Corporation (STT - Free Report) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.
Analysts' growing optimism on the earnings prospects of this company is driving estimates higher, which should get reflected in its stock price. After all, empirical research shows a strong correlation between trends in earnings estimate revisions and near-term stock price movements. Our stock rating tool -- the Zacks Rank -- has this insight at its core.
The five-grade Zacks Rank system, which ranges from a Zacks Rank #1 (Strong Buy) to a Zacks Rank #5 (Strong Sell), has an impressive externally-audited track record of outperformance, with Zacks #1 Ranked stocks generating an average annual return of +25% since 2008.
For State Street Corporation, there has been strong agreement among the covering analysts in raising earnings estimates, which has helped push consensus estimates considerably higher for the next quarter and full year.
The chart below shows the evolution of forward 12-month Zacks Consensus EPS estimate:
12 Month EPS
Current-Quarter Estimate RevisionsThe earnings estimate of $3.56 per share for the current quarter represents a change of +28.1% from the number reported a year ago.
Over the last 30 days, five estimates have moved higher for State Street compared to no negative revisions. As a result, the Zacks Consensus Estimate has increased 8.47%.
Current-Year Estimate RevisionsFor the full year, the earnings estimate of $13.35 per share represents a change of +29.6% from the year-ago number.
There has been an encouraging trend in estimate revisions for the current year as well. Over the past month, seven estimates have moved up for State Street versus no negative revisions. This has pushed the consensus estimate 8.13% higher.
Favorable Zacks RankThe promising estimate revisions have helped State Street earn a Zacks Rank #1 (Strong Buy). The Zacks Rank is a tried-and-tested rating tool that helps investors effectively harness the power of earnings estimate revisions and make the right investment decision.
You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
Our research shows that stocks with Zacks Rank #1 (Strong Buy) and 2 (Buy) significantly outperform the S&P 500.
Bottom LineWhile strong estimate revisions for State Street have attracted decent investments and pushed the stock 8.4% higher over the past four weeks, further upside may still be left in the stock. So, you may consider adding it to your portfolio right away.
Not financial or tax advice. PANews content is strictly educational and informational and is not investment advice, financial advice, tax advice, legal advice, or a solicitation to buy or sell any digital asset, security, or financial product. Do your own research and consult qualified advisers.
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On-chain detective ZachXBT published a post stating that cross-chain bridge project TeleSwap was allegedly hit by an attack of more than $735,000 on July 15, 2026. As of now, five days after the incident, the project team has not publicly disclosed any information regarding the event. ZachXBT noted that shortly after suspicious funds flowed out, TeleSwap’s Bitcoin hot wallet ceased processing transactions. Approximately two hours ago, the attacker transferred the stolen funds to Tornado Cash. According to his disclosure, the addresses linked to the stolen funds include: bc1pz95zv3qhpmt52yezs84a5zrddrk5jsxm8a60rln5kzlk06e87a3q8pf79l0x2448cbaee50a67030692b7519a954e5550dc27180xfc5048fbba2f74ed482ffcd7663601f818c5bb470xf8706a51f8df01a71f408e50c901dd14916a12c7. TeleSwap’s Bitcoin hot wallet address is: bc1q5wnpn4k99wc587maaaa6eqnx27g4r6mduxg2s5. To date, TeleSwap has not issued an official statement on the incident, and the cause of the attack and the status of fund recovery remain unconfirmed.
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Bitcoin mining company LM Funding America (NASDAQ: LMFA) announced it will rebrand to PowerCompute Inc. and adopt a new stock ticker "PWCM" effective July 22. The company stated that the rename marks its strategic transformation, as it leverages its existing 26 megawatts (MW) of owned power infrastructure to expand into high-performance computing (HPC) and artificial intelligence (AI) infrastructure businesses. Currently, the firm operates two facilities in Oklahoma and Mississippi, U.S., with 26 MW of power capacity, and plans to provide infrastructure services to AI computing clients. It will also continue holding Bitcoin assets as part of its balance sheet.
1 hours ago
U.S. Strategic Petroleum Reserve stocks have fallen to their lowest level since 1983.
U.S. Strategic Petroleum Reserve (SPR) crude oil inventories fell by approximately 5.1 million barrels last week, dropping to 311.4 million barrels, the lowest level since 1983.
1 hours ago
Morgan Stanley: As memory shortage intensifies, DRAM prices may rise by at least 25% quarter-on-quarter in the third quarter.
Morgan Stanley analyst Joseph Moore noted that following discussions with multiple data center procurement personnel last week, the current tight memory supply shows no signs of easing. DRAM and other memory products are expected to rise by at least 25% on a comparable basis from the second quarter to the third quarter, a figure higher than previous forecasts from Morgan Stanley and third-party institutions. Moore added that the memory shortage could further deteriorate in 2027 and 2028, as AI demand is consuming massive DRAM capacity, squeezing supplies for other sectors such as PCs and smartphones. Morgan Stanley further holds that the current market is not only grappling with surging memory demand driven by AI, but insufficient memory supply itself is emerging as a key bottleneck limiting AI expansion.
1 hours ago
The US military said it has forced seven commercial vessels to divert course and disabled one to restrict access to Iranian ports.
U.S. Central Command said that as of July 20, U.S. military forces have forced seven commercial vessels to alter their routes and disabled one merchant ship to prevent vessels from entering or leaving Iranian ports. (Jinshi)
NEW YORK--(BUSINESS WIRE)---- $PNR #BFA--Pentair Stock Plummets 15% after Pool Inventory Destocking and CFO Departure Announced Triggering Securities Fraud Investigation by BFA Law.
Investors interested in stocks from the Transportation - Services sector have probably already heard of DHL Group Sponsored ADR (DHLGY) and Expeditors International (EXPD). But which of these two stocks offers value investors a better bang for their buck right now?
Lucid recently dismissed a rumor that it was considering filing for bankruptcy. The company, however, isn't in strong financial shape as its losses eclipse its revenue.
New York, New York--(Newsfile Corp. - July 20, 2026) - Bronstein, Gewirtz & Grossman, LLC, a nationally recognized investor-rights law firm, announces that a class action lawsuit has been filed against Lucid Group, Inc. (NASDAQ: LCID) and certain of its officers.
This lawsuit seeks to recover damages against Defendants for alleged violations of the federal securities laws on behalf of all persons and entities that purchased or otherwise acquired Lucid securities between February 25, 2026 and April 13, 2026, both dates inclusive (the "Class Period"). Such investors are encouraged to join this case by visiting the firm's site: bgandg.com/LCID.
Lucid Case Details
The Complaint allegs that throughout the Class Period, Defendants failed to disclose that:
a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; the foregoing was likely to, and did, have a material negative impact on the Company's business and financial results; accordingly, the defendants had overstated the purported enhancements to Lucid's manufacturing and delivery capabilities and overall operations; and as a result, defendants' public statements were materially false and misleading at all relevant times.What's Next for Lucid Investors?
A class action lawsuit has already been filed. If you wish to review a copy of the Complaint, you can visit the firm's site: bgandg.com/LCID, or you may contact Peretz Bronstein, Esq. or his Client Relations Manager, Nathan Miller, of Bronstein, Gewirtz & Grossman, LLC at 917-590-0911. If you suffered a loss in Lucid you have until July 28, 2026, to request that the Court appoint you as lead plaintiff. Your ability to share in any recovery doesn't require that you serve as lead plaintiff.
No Cost to Lucid Investors
We, Bronstein, Gewirtz & Grossman LLC, represent investors in class actions on a contingency fee basis. That means we will ask the court to reimburse us for out-of-pocket expenses and attorneys' fees, usually a percentage of the total recovery, only if we are successful.
Why Bronstein, Gewirtz & Grossman, LLC for Lucid Securities Class Action?
Bronstein, Gewirtz & Grossman, LLC is a nationally recognized firm that represents investors in securities fraud class actions and shareholder derivative suits. Our firm has recovered hundreds of millions of dollars for investors nationwide. More at www.bgandg.com
"Our practice centers on restoring investor capital and ensuring corporate accountability, which serves to uphold the essential integrity of the marketplace," said Peretz Bronstein, Founding Partner of Bronstein, Gewirtz & Grossman, LLC.
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Prior results do not guarantee similar outcomes.
To view the source version of this press release, please visit https://www.newsfilecorp.com/release/300166
Source: Bronstein, Gewirtz & Grossman, LLC
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LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- The Schall Law Firm, a national shareholder rights litigation firm, reminds investors of a class action lawsuit against Lucid Group, Inc. (“Lucid” or “the Company”) (NASDAQ: LCID) for violations of §§10(b) and 20(a) of the Securities Exchange Act of 1934 and Rule 10b-5 promulgated thereunder by the U.S. Securities and Exchange Commission.
Investors who purchased the Company’s securities between February 25, 2026 and April 13, 2026, inclusive (the “Class Period”), are encouraged to contact the firm before July 28, 2026.
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 class, in this case, has not yet been certified, and until certification occurs, you are not represented by an attorney. If you choose to take no action, you can remain an absent class member.
According to the Complaint, the Company made false and misleading statements to the market. Lucid’s deliveries were disrupted by a supplier quality issue. The Company suffered a material impact on its business results due to this quality issue. The Company overstated the strength of manufacturing capabilities. Based on these facts, the Company’s public statements were false and materially misleading throughout the class period. When the market learned the truth about Lucid, investors suffered damages.
Join the case to recover your losses.
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.
CONTACT:
The Schall Law Firm
Brian Schall, Esq.,
www.schallfirm.com
Office: 310-301-3335 [email protected]
LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 28, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Lucid Group, Inc. (“Lucid” or the “Company”) (NASDAQ: LCID) securities between February 25, 2026 and April 13, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR LUCID INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On April 3, 2026, Lucid announced its first quarter 2026 production and delivery totals, revealing that is had “produced 5,500 vehicles” but only “delivered 3,093 vehicles.” The Company explained that “deliveries of the Lucid Gravity were disrupted for 29 days due to a supplier quality issue with the second-row seats” and, “[a]s a result of this, the company’s ability to meet customer demand was impacted.”
The same day, Reuters published an article regarding Lucid’s delivery results, noting that deliveries had been impacted over a month earlier in February 2026 when Lucid paused to reverse an unauthorized supplier change and inspect vehicles already produced.
Then, on April 6, 2026, 24/7 Wall St. published an article stating that Lucid “cannot sell fewer than 4,000 vehicles and even pretend this is sustainable.”
On this news, Lucid’s stock price fell $1.13, or 11.35%, over two consecutive trading days, to close at $8.83 per share on April 7, 2026, thereby injuring investors.
Then, on April 14, 2026, Lucid released preliminary first quarter 2026 financial results, including revenue in the range of $280 million to $284 million, missing consensus estimates of $433.8 million, and losses from operations in the range of $985 million to $1.005 billion. The Company also revealed plans for a $1.05 billion capital raise, including a $300 million public stock offering.
On this news, Lucid’s stock price fell $0.44, or 4.76%, to close at $8.80 per share on April 14, 2026.
Then, on May 5, 2026, Lucid released its first quarter 2026 financial results, reporting GAAP earnings per share of -$3.46, missing consensus estimates by $0.83, a net loss of over $1 billion, and revenue of $282.47 million, missing consensus estimates by $76.04 million. The Company explained that the “supplier issue . . . during the quarter had an impact,” while also acknowledging that it “ended the quarter with elevated inventory[.]”
On this news, Lucid’s stock price fell $0.50, or 7.47%, over two consecutive trading days, to close at $6.19 per share on May 6, 2026, thereby injuring investors further.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors that: (1) a supplier quality issue had significantly disrupted deliveries of the Lucid Gravity; (2) the foregoing was likely to, and did, have a material negative impact on the Company’s business and financial results; (3) accordingly, the Defendants had overstated the purported enhancements to Lucid’s manufacturing and delivery capabilities and overall operations; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Lucid securities during the Class Period, you may move the Court no later than July 28, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider ZoomInfo (GTM - Free Report) . This company, which is in the Zacks Internet - Software industry, shows potential for another earnings beat.
When looking at the last two reports, this company has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 10.99%, on average, in the last two quarters.
For the most recent quarter, ZoomInfo was expected to post earnings of $0.26 per share, but it reported $0.28 per share instead, representing a surprise of 7.69%. For the previous quarter, the consensus estimate was $0.28 per share, while it actually produced $0.32 per share, a surprise of 14.29%.
Price and EPS Surprise
For ZoomInfo, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
ZoomInfo currently has an Earnings ESP of +1.41%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 5, 2026.
When the Earnings ESP comes up negative, investors should note that this will reduce the predictive power of the metric. But, a negative value is not indicative of a stock's earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
VANCOUVER, Wash.--(BUSINESS WIRE)--ZoomInfo (NASDAQ: GTM), the all-in-one AI GTM platform, has reported that The Busch School of Business at The Catholic University of America built ZoomInfo into its Sales Practicum course, and 72.5% of the prospects its students generated were judged outreach-worthy by corporate partners, up from 58% the previous semester without it, according to the school. Founded in 2013, the Busch School runs a sales program built to prepare students to compete virtuously.
Joel Reiss, Co-Chief Operating Officer of TransDigm Group Incorporated (TDG 0.29%), sold 3,486 shares of common stock on July 15, 2026, for approximately $4.2 million SEC Form 4 filing.
Transaction summaryMetricValueShares sold (directly held)3,486Transaction value$4.2 millionPost-transaction shares (directly held)4,014Post-transaction value$4.95 millionTransaction value based on SEC Form 4 weighted average sale price ($1216.21); post-transaction value based on July 15, 2026, market close ($1232.18).
Key questionsWhat was the financial result of the option exercise and subsequent liquidation?
Joel Reiss exercised 3,486 options at a strike price of $284.97 and sold the shares at a weighted average price of $1,216.21, capturing a gross spread of ~$3.2 million before taxes and fees.How does this transaction impact the executive's total equity exposure?
While the sale reduced the executive's direct common stock position by 46%, retaining 19,700 derivative securities, including vested and unvested awards, ensures significant ongoing exposure to the firm's equity performance.What is the valuation context for the remaining direct investment?
Following the transaction, the executive’s remaining 4,014 direct shares were valued at $4.95 million based on the $1,232.18 market close on July 15, 2026, transaction date.What was the market performance context at the time of the transaction?
The executive executed this sale on July 15, 2026, a date when the company's shares had experienced a one-year total return of -22%.Company OverviewMetricValueShare Price (as of market close 2026-07-16)$1,231.11Market Capitalization$67.9 billionRevenue (TTM)$9.5 billionNet Income (TTM)$2.0 billionCompany SnapshotTransDigm Group manufactures and distributes a comprehensive portfolio of aerospace components, including electromechanical actuators, engine ignition systems, precision pumps and valves, and power distribution solutions across its Power & Control, Airframe, and Non-Aerospace divisions.The company generates revenue through the design, manufacturing, and distribution of critical aircraft components to original equipment manufacturers and aftermarket customers, with a business model centered on providing essential systems that are integrated into commercial, military, and business aircraft platforms.TransDigm serves commercial and military aircraft manufacturers, airlines, defense contractors, and aerospace aftermarket operators globally, positioning itself as a critical supplier to the aviation and aerospace industries.TransDigm Group is a global aerospace enterprise with $9.5 billion in TTM revenue and a market capitalization of $67.9 billion, employing 16,500 personnel across international operations. The company maintains a competitive advantage through its specialized focus on high-value, mission-critical aerospace components that demonstrate strong aftermarket demand and customer switching costs. TransDigm's diversified portfolio across power systems, airframe components, and non-aerospace applications provides revenue stability and growth opportunities across commercial aviation, defense, and industrial sectors.
Investors shouldn’t worry over Reiss’s sales as they were pre-planned transactions, rather than a vote on the stock one way or another. Furthermore, Reiss still has over 19,700 remaining derivative securities (stock options), so there is no doubt they still have plenty of “skin in the game” to align their interests with shareholders.
From a Foolish perspective on TransDigm stock, there is a lot to like about the company, especially while its shares trade near 52-week lows. While not blatantly “cheap” at 37 times earnings, this valuation is near its lowest in the last five years and isn’t outrageous for a company with TransDigm’s long history of success. TDG just grew sales by 18% in its latest quarter (11% organic) and expects revenue to grow by 18% for the full year.
While the serial acquirer appears to be doing just fine operationally, it just gave up on acquiring Stellant Systems from a private equity firm for $960 million due to regulatory uncertainty. Developments like these are worth investors’ noticing, because if TransDigm increasingly struggles to get M&A deals across the finish line, its main growth engine may start sputtering. That said, I think it’s far too early to panic and think shares are reasonably priced for access to a high-quality compounder that benefits from selling mission-critical aerospace parts.
Josh Kohn-Lindquist has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends TransDigm Group. The Motley Fool has a disclosure policy.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Sirius XM (SIRI - Free Report) . This company, which is in the Zacks Broadcast Radio and Television industry, shows potential for another earnings beat.
This satellite radio company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 5.97%.
For the most recent quarter, Sirius XM was expected to post earnings of $0.7 per share, but it reported $0.72 per share instead, representing a surprise of 2.86%. For the previous quarter, the consensus estimate was $0.77 per share, while it actually produced $0.84 per share, a surprise of 9.09%.
Price and EPS Surprise
For Sirius XM, estimates have been trending higher, thanks in part to this earnings surprise history. And when you look at the stock's positive Zacks Earnings ESP (Expected Surprise Prediction), it's a great indicator of a future earnings beat, especially when combined with its solid Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Sirius XM has an Earnings ESP of +3.62% at the moment, suggesting that analysts have grown bullish on its near-term earnings potential. When you combine this positive Earnings ESP with the stock's Zacks Rank #3 (Hold), it shows that another beat is possibly around the corner. The company's next earnings report is expected to be released on July 30, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
JetBlue has won Spirit Airlines’ coveted takeoff and landing slots at New York’s LaGuardia Airport – and plans to move into the failed carrier’s old home as airlines fight for space at crowded terminals, according to a report.
In a note to staffers Monday, as reported by CNBC, JetBlue announced it is “evaluating our plans for the slots as we consider opportunities for our network strategy,” noting that any expansion would not take place until 2027.
The New York-based airline also said it wants to move back to Terminal A, where Spirit had operated until it shut down in May and where JetBlue was previously based – calling it “a convenient terminal travelers love.”
JetBlue has won Spirit Airlines’ coveted takeoff and landing slots at New York’s LaGuardia Airport. eqroy – stock.adobe.com It comes less than three months after Spirit was forced to cease operations after it failed to secure a $500 million bailout from the Trump administration, following the carrier’s second bankruptcy filing in under two years.
JetBlue did not immediately respond to The Post’s request for comment.
Though the 12 roundtrip slots are still subject to final court and regulatory approvals, it would mark a major expansion for JetBlue at a packed airport known for tight airspace restrictions and huge crowds.
Airlines have been struggling to pack in more passengers as they face strict airport guidelines, with many turning to larger aircraft to boost their capacity and revenue.
JetBlue previously operated out of Terminal A, an Art Deco facility known as the Marine Air Terminal, before relocating to a newer terminal years ago.
The airline last month announced it would close its flight attendant base at Newark Liberty International Airport and its tech operations bases at Newark and LaGuardia to cut costs as it undertakes a major expansion at Fort Lauderdale-Hollywood International Airport in Florida.
Spirit was forced to cease operations in May after it failed to secure a $500 million bailout from the Trump administration. REUTERS Meanwhile, Spirit’s assets are currently winding their way through US Bankruptcy Court in New York after the airline abruptly shuttered operations in May – leaving many travelers stranded.
The embattled discount airline – known for its neon yellow Airbus fleet and ultra-low fares – had been operating at massive losses, losing $1.61 for every $1 it took in, according to its March operations report.
Like many other airlines, Spirit had also been struggling to contend with surging jet fuel prices as the Iran war fueled the worst-ever energy supply disruption in history.
The feisty upstart competed against major carriers for 34 years, growing into the nation’s eighth-largest airline, employing more than 17,000 staffers and operating hundreds of daily flights.
As the conflict in the Middle East intensifies, Americans living and traveling abroad are being asked to exercise increased caution.
The U.S. State Department issued a “worldwide caution” travel advisory on July 18, 2026. “Due to heightened tensions in the Middle East, the security environment remains complex with the potential for unforeseen escalation,” the advisory read.
“The Department of State advises Americans worldwide, and especially in the Middle East, to exercise increased caution,” it continued. “Americans abroad should follow the guidance in security alerts issued by the nearest U.S. embassy or consulate.”
The agency said that U.S. diplomatic facilities, including those outside the Middle East, have been targeted. It warned that other U.S. interests and Americans worldwide may be targeted by groups supportive of Iran.
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Americans should monitor the news for breaking developments. The agency also noted that flight cancellations and airspace closures could cause travel disruptions.
Americans traveling abroad can enroll in the Smart Traveler Enrollment Program (STEP) to receive updates about health, weather, safety, and security. This will also enable the State Department to quickly contact you in case of emergency.
The majority of travel advisories are country-specific Worldwide caution travel advisories are relatively rare. They are issued when elevated international tensions put Americans in multiple regions at risk.
The Zacks Electronics - Semiconductors industry players are benefiting from the growing proliferation of artificial intelligence (AI). AI demand is expanding beyond model training into inference, agentic AI and eventually physical AI, creating sustained demand for advanced semiconductors. Rather than being concentrated in a single chip category, AI is increasing investments across leading-edge logic, DRAM, NAND, High-Bandwidth Memory (HBM) and advanced packaging. These have turned out to be boons for industry players like Applied Materials (AMAT - Free Report) , Lam Research (LRCX - Free Report) and FormFactor (FORM - Free Report) . Increasing demand for AI-supportive chips from hyperscalers is a major growth driver. However, the industry is suffering from supply chain constraints and increasing manufacturing costs related to advanced packaging and larger HBM stacks. Tariffs on trade partners, including China, are expected to hurt the industry’s prospects.
Industry Description The Zacks Electronics – Semiconductors industry comprises companies that provide a wide range of semiconductor technologies. Their offerings include packaging and test services, wafer cleaning, factory automation, face detection and image-recognition capabilities to develop smart and connected products. The industry participants primarily cater to end markets that include consumer electronics, communications, computing, industrial and automotive. The companies are increasing their spending on research and development to stay afloat in an era of technological advancements and changing industry standards. The industry is experiencing solid demand for advanced electronic equipment, which is helping its participants increase their investments in cost-effective process technologies.
What's Shaping the Future of the Electronics ??? Semiconductors Industry? AI Demand Driving Prospects: Industry participants are benefiting from growing demand for advanced manufacturing processes and energy-efficient computing power, both of which are needed to develop AI-supportive chips. AI is gaining popularity thanks to multimodal learning and growing context awareness. The emergence of Gen AI and Agentic AI has further enhanced AI’s capabilities, making it a key driver of efficiency, automation and innovation. Significant improvements in computing hardware (GPUs and TPUs) are allowing the development of more complex AI models. The growing number of high-speed data centers worldwide, which require ultra-fast Internet that 5G promises to deliver, is a tailwind. Spending on AI infrastructure is expected to accelerate in 2026 and 2027 as enterprises continue to leverage AI as part of their digital transformation efforts.
Smart Devices Aiding Computing Demand: Smart devices need computing and learning capabilities to perform functions like face detection, image recognition and video analytics capabilities. These require high levels of processing power, speed and memory and low power consumption, as well as better graphics processors and solutions, which bode well for the industry. Graphic solutions help increase the speed of rendering images and improve image resolution and color definition.
Prospects Around Advanced Packaging Robust: The increasing demand for miniaturization, greater functionality, lower power consumption, and improved thermal and electrical performance are driving the demand for semiconductor packaging and test technologies. The growing requirement for advanced packaging is gaining traction in the semiconductor industry, which is a key catalyst for industry participants.
Complex Process Drives Demand: The requirement for faster, more powerful and energy-efficient semiconductors is expected to increase rapidly with the robust adoption of cloud computing, IoT and AI. Semiconductor manufacturers are primarily looking to maximize manufacturing yields at lower costs, making semiconductor manufacturing processes more complex and driving the demand for solutions offered by industry participants. The rapid adoption of IoT-supported factory automation solutions is another contributing factor.
Zacks Industry Rank Indicates Bright Prospects The Zacks Electronics - Semiconductors industry is housed within the broader Zacks Computer and Technology sector. It currently carries a Zacks Industry Rank #40, which places the industry in the top 16% of more than 250 Zacks industries.
The group’s Zacks Industry Rank, which is the average of the Zacks Rank of all the member stocks, indicates bullish near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than two to one.
The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of the positive earnings outlook for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are optimistic about this group’s earnings growth potential. Since Aug. 31, 2025, the industry’s earnings estimates for the current year have moved up 32.1%.
Given the bullish prospects, there are a number of stocks that investors can consider for their portfolio. However, before we present the stocks, let us look at the industry’s recent stock-market performance and valuation picture.
Industry Outperforms S&P 500 & Sector The Zacks Electronics - Semiconductors industry has outperformed the Zacks S&P 500 composite and the broader Zacks Computer and Technology sector in the past year.
The industry has appreciated 34.9% over this period compared with the Zacks Computer and Technology sector’s return of 12% and the S&P 500’s rise of 8.8%.
One-Year Price Performance
Industry's Current Valuation On the basis of the forward 12-month price-to-earnings ratio, which is a commonly used multiple for valuing electronics semiconductor stocks, the industry is currently trading at 28.28X versus the S&P 500 and the sector’s 20.74X and 23.44X, respectively.
Over the past five years, the industry has traded as high as 39.96X and as low as 11.16X, with the median being 24.7X, as the charts below show.
Forward 12-Month Price-to-Earnings (P/E) Ratio
3 Electronics Semiconductor Stocks to Buy Applied Materials: This Zacks Rank #1 (Strong Buy) company is benefiting from AI-driven demand that is shifting wafer fabrication equipment spending toward leading-edge foundry-logic, DRAM and advanced packaging, where AMAT holds leading process positions. You can see the complete list of today’s Zacks #1 Rank stocks here.
Management expects these three areas to drive more than 80% of year-over-year total WFE growth in calendar 2026, with a similar profile in 2027. The company expects its semiconductor equipment business to grow more than 30% in calendar 2026 as customers expand cleanroom capacity and accelerate equipment pull-ins. This demand mix aligns with Applied Materials’ stated leadership positions and supports a more durable multi-year spending cycle than prior compute-driven upturns.
Applied Materials stock has appreciated 106.1% year to date. The Zacks Consensus Estimate for AMAT’s fiscal 2026 earnings has increased 4 cents over the past 30 days to $12.14 per share, suggesting 28.87% growth from the figure reported in fiscal 2025.
Price & Consensus: AMAT
Lam Research: Another Zacks Rank #1 stock, Lam Research is benefiting from AI-driven increases in demand for deposition and etch tools across memory, foundry and advanced packaging industries. Management lifted its calendar year 2026 WFE outlook and sees growth continuing into 2027 as customers work through capacity and cleanroom constraints.
In NAND, LRCX expects conversion spending required to move existing capacity above 200 layers to be pulled forward, with most spending occurring before the end of 2027. This increases the runway for Lam Research’s deposition and etch content as customers transition toward 256-layer and above class devices.
Lam Research’s shares have appreciated 83% year to date. The Zacks Consensus Estimate for LRCX’s fiscal 2026 earnings has been steady at $5.68 per share over the past 30 days.
Price & Consensus: LRCX
FormFactor: This Zacks Rank #1 company is benefiting from probe card demand tied to high-performance compute (HPC) and advanced packaging. Management expects the second quarter of 2026 to be another record quarter with sequential improvement in non-GAAP gross margin and earnings as yield, cycle-time and cost actions take hold and restructuring savings flow through.
Growing demand for advanced packaging is increasing both the number of test insertions and the complexity of each insertion, especially in high bandwidth memory (HBM). HBM requires higher speeds and tighter thermal specifications than standard DRAM, which supports higher-value probe card content. Diversification in foundry and logic is increasing FormFactor’s exposure to HPC beyond memory. Co-packaged optics supported by silicon photonics remains a multi-year opportunity for FormFactor’s systems and future consumables.
FormFactor has appreciated 89.2% year to date. The Zacks Consensus Estimate for FORM’s 2026 earnings has remained unchanged at $2.40 per share over the past 30 days.
NEW YORK--(BUSINESS WIRE)--Why: Rosen Law Firm, a global investor rights law firm, reminds investors about a class action lawsuit on behalf of purchasers of securities of Zoetis Inc. (NYSE: ZTS) between January 14, 2025 and May 6, 2026. Zoetis describes itself as an “animal health company that develops, manufactures, and sells vaccines, medicines, diagnostics, biopharmaceuticals, and digital solutions for companion animals and livestock.”For more information, submit a form, email attorney Philli.
LOS ANGELES, July 20, 2026 (GLOBE NEWSWIRE) -- Glancy Prongay Wolke & Rotter LLP reminds investors of the upcoming July 27, 2026 deadline to file a lead plaintiff motion in the class action filed on behalf of investors who purchased or otherwise acquired Zoetis Inc. (“Zoetis” or the “Company”) (NYSE: ZTS) securities between January 14, 2025 and May 6, 2026, inclusive (the “Class Period”).
IF YOU SUFFERED A LOSS ON YOUR ZOETIS INVESTMENTS, CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS UNDER THE FEDERAL SECURITIES LAWS.
What Happened?
On August 5, 2025, Zoetis released its second quarter 2025 financial results, reporting weakened demand trends within its Companion Animal portfolio.
On this news, Zoetis’ stock price fell $5.69, or 3.8%, to close at $146.12 per share on August 5, 2025, thereby injuring investors.
Then, on November 4, 2025, Zoetis released its third quarter 2025 financial results, revealing slowed growth across its key Companion Animal franchises and disclosing continued weakness in sales of its canine pain treatment, Librela, and increased competitive pressure in dermatology and parasiticides. The Company also lowered its full year sales outlook.
On this news, Zoetis’ stock price fell $19.89, or 13.8%, to close at $124.46 per share on November 4, 2025.
Then, on May 7, 2026, Zoetis released its first quarter 2026 financial results, reporting slowing overall revenue growth, declining Companion Animal sales performance, and worsening results across its key dermatology and parasiticides franchises, stating that “competition intensified across key pet care categories, including dermatology and parasiticides,” that “pet owners demonstrated increased price sensitivity,” and that “these new entrants have not yet translated into overall market expansion.”
The Company also explained that “price has played a larger role in the decision process,” that “[s]hare loss is being amplified by a derm market with declining patient volume in the clinic,” and that contraction in the parasiticides market was negatively impacting prescription volumes and compliance. In addition, the Company admitted that it was operating in “a more price sensitive and competitive environment” and further reduced its 2026 growth outlook based on continuing competitive and operating pressures.
On this news, Zoetis’ stock price fell $23.91, or 21.5%, to close at $87.31 per share on May 7, 2026, thereby injuring investors further.
What Is The Lawsuit About?
The complaint filed in this class action alleges that throughout the Class Period, Defendants made materially false and/or misleading statements, as well as failed to disclose material adverse facts about the Company’s business, operations, and prospects. Specifically, Defendants failed to disclose to investors 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; and (4) as a result, Defendants’ positive statements about the Company’s business, operations, and prospects were materially misleading and/or lacked a reasonable basis at all relevant times.
If you purchased or otherwise acquired Zoetis securities during the Class Period, you may move the Court no later than July 27, 2026 to request appointment as lead plaintiff in this putative class action lawsuit.
Contact Us To Participate or Learn More:
If you wish to learn more about this action, or if you have any questions concerning this announcement or your rights or interests with respect to these matters, please contact us:
Charles Linehan, Esq.,
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100,
Los Angeles California 90067
Email: [email protected]
Telephone: 310-201-9150,
Toll-Free: 888-773-9224
Visit our website at www.glancylaw.com.
Follow us for updates on LinkedIn, Twitter, or Facebook.
If you inquire by email, please include your mailing address, telephone number and number of shares purchased.
To be a member of the class action you need not take any action at this time; you may retain counsel of your choice or take no action and remain an absent member of the class action.
This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules.
Contact Us:
Glancy Prongay Wolke & Rotter LLP,
1925 Century Park East, Suite 2100
Los Angeles, CA 90067
Charles Linehan
Email: [email protected]
Telephone: 310-201-9150
Toll-Free: 888-773-9224
Visit our website at: www.glancylaw.com.
Retirees and near-retirees are quietly rotating cash into a specific corner of the market: Dividend Kings, and long-tenured dividend growers, that still yield meaningfully more than the S&P 500 and even the 4.55% 10-year Treasury. The five names below are all sitting on multi-decade payout streaks, they cover four different sectors, and every one of them raised the dividend within the last twelve months. That combination of income, growth, and defensiveness is exactly what boomer portfolios are engineered to hold.
Altria Group Altria Group (NYSE:MO | MO Price Prediction) is the highest yielder in this group and the closest thing to a bond substitute in consumer staples. The current dividend yield sits at 5.96%, backed by a quarterly payout of $1.06 and a trailing 12-month total of $4.24 per share. Altria technically falls short of the classic 50-year Dividend King threshold, but the payout has been raised in every calendar year from 2000 through 2026, and management describes the latest hike as the 60th increase in the past 56 years.
Coverage looks solid on paper. Trailing EPS of $4.96 comfortably covers the $4.24 annual payout, and 2026 guidance calls for adjusted diluted EPS of $5.56 to $5.72. Altria paid out $7.0 billion in dividends in 2025 and still funded $1 billion in buybacks. The bull case for income is simple: pricing power on Marlboro, a shrinking share count, and one of the lowest betas in the market at 0.494. The caveat is real, though. Cigarette volumes fell roughly 10% in 2025, and the NJOY acquisition just absorbed a $2.2 billion impairment, so the dividend is riding on price hikes, not unit growth.
Universal Corporation Universal Corporation (NYSE:UVV) is the ultra-high-yield name in the bundle, offering a 6.47% dividend yield and confirmed Dividend King status. The company just raised its quarterly payout to $0.83 per share, marking its 56th consecutive year of increases. Universal is the world’s largest leaf-tobacco merchant, a boring, cash-generative middleman business that has funded that streak through commodity cycles most investors would rather forget.
Safety here is more nuanced than the streak suggests. Fiscal 2026 was ugly: adjusted diluted EPS of negative $0.46 in Q4, a $41.06 million goodwill impairment at Shank’s, and $52 million of inventory write-downs on dark air-cured tobacco. Full-year operating cash flow still came in at $129.1 million against capex of $48.8 million, so the dividend was covered on a cash basis, and the balance sheet still carries $1.46 billion in shareholders’ equity. The bull case for income investors: a 56-year track record that survived 2008, 2020, and 2025, plus a valuation at just 0.892 times book. The risk is that trailing EPS of $1.36 does not currently cover the $3.28 annual dividend, so investors are trusting management to work through the tobacco oversupply cycle without touching the payout.
Black Hills Corporation Black Hills Corporation (NYSE:BKH) is a regulated electric and natural gas utility with a 3.68% dividend yield and 56 consecutive years of annual dividend increases. The current quarterly payout of $0.703 was declared April 28, 2026, and the annualized dividend of $2.731 is covered by trailing EPS of $3.84.
Dividend safety here is grounded in a rate-regulated cash flow profile and a reaffirmed 2026 adjusted EPS guidance range of $4.25 to $4.45, implying roughly 6% growth off the 2025 base of $4.10. Management is running a $4.7 billion capital plan through 2030 with a targeted 4% to 6% long-term EPS growth rate, and it has a data center pipeline exceeding 3 gigawatts, including committed capacity with Microsoft and Meta. The pending all-stock merger with NorthWestern Energy would create an $11 billion combined rate base, expanding the regulated moat that supports the payout. One caveat: a mild winter reduced Q1 by $0.18 per share, and closing the merger in the second half of 2026 still faces regulatory approval risk that boomers should not ignore.
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Northwest Natural Holding Company Northwest Natural Holding Company (NYSE:NWN) owns the longest dividend streak in this group at 70 consecutive years of increases, the longest in the natural gas utility industry. The stock yields 3.9%, paying a quarterly dividend of $0.4925 that annualizes to $1.97 per share.
Coverage is comfortable on an EPS basis. Trailing earnings of $2.92 per share back the $1.97 payout, and 2026 EPS guidance of $2.95 to $3.15 was reaffirmed after Q1 net income rose 10.89% to $97.5 million. Long-term targets call for 4% to 6% EPS growth and 6% to 8% rate base growth through 2030, driven partly by the roughly $300 million MX3 Mist gas storage expansion locked in at a fixed 12.5% ROE on 25-year contracts. The income thesis is defensive cash flow with an inflation-beating raise every single year, backed by roughly 985,000 customer meters that grew 2.8% over the last twelve months. The one caveat: heavy growth capex has pushed the common equity ratio down to 36.2% from 42.4%, and further equity issuance to fund the buildout is likely to weigh on per-share growth.
Federal Realty Investment Trust Federal Realty Investment Trust (NYSE:FRT) is the only REIT in the bundle and the only Dividend King in the entire REIT universe, with 58 consecutive years of dividend increases. The current quarterly dividend of $1.13 was paid on July 15, 2026, producing a 3.67% dividend yield on an annualized $4.52 per share.
Dividend safety looks strong when viewed against FFO rather than GAAP EPS. Q1 2026 Nareit FFO and Core FFO came in at $1.88 per diluted share, up 10.6% year over year, and management raised full-year Core FFO guidance to $7.46 to $7.55, implying 5.7% to 6.9% growth. Portfolio fundamentals are running hot: 93.8% occupancy, a 96.1% leased rate, and Q1 comparable leases signed at 13% cash rent spreads across 649,078 square feet. The revolving credit facility was extended to April 2030 at $1.4 billion, so refinancing risk is manageable. The caveat: Federal Realty trades at a forward P/E near 42 and a stretched premium to peers, so today’s buyer is paying up for that unmatched REIT streak.
The Bottom Line for Income Portfolios These five names give boomers something the broader market cannot: dividend streaks measured in decades, spread across tobacco, regulated utilities, and retail real estate. Universal delivers the ultra-high-yield leg at 6.47%, Altria adds a near-6% payout with the strongest earnings coverage in the group, and Black Hills, Northwest Natural, and Federal Realty combine mid-3% yields with reaffirmed 2026 guidance and multi-year growth plans. For a retirement portfolio built to spend the dividend rather than the principal, this is the profile that keeps the checks coming through cycles.
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FedWatch Tool indicates that there is a 55% probability that Fed will raise rates by 25 bps in September. The probability of two rate hikes by September is estimated at 9.5%. Hawkish Fed policy outlook is bearish for gold that pays no interest.
U.S. dollar gained ground against a broad basket of currencies as forex traders focused on rising Treasury yields. Stronger dollar is bearish for gold and other dollar-denominated commodities.
Oil prices moved higher as Yemen’s Houthis threatened to impose a naval blockade on Saudi Arabia. Rising oil prices fuel worries about another inflation wave at a time when global oil reserves are at low levels.
The technical picture remains unchanged as gold needs to settle above the resistance level at $4020 – $4040 to have a chance to gain upside momentum in the near term. If gold climbs above the $4040 level, it will head towards the next resistance at $4180 – $4200. A move above the $4200 level will push gold towards the 50 MA at $4277.
On the support side, a move below the $4000 level will open the way to the test of the support level at $3930 – $3950.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Epam (EPAM - Free Report) . This company, which is in the Zacks Computers - IT Services industry, shows potential for another earnings beat.
When looking at the last two reports, this information technology services provider has recorded a strong streak of surpassing earnings estimates. The company has topped estimates by 3.58%, on average, in the last two quarters.
For the last reported quarter, Epam came out with earnings of $2.86 per share versus the Zacks Consensus Estimate of $2.75 per share, representing a surprise of 4.00%. For the previous quarter, the company was expected to post earnings of $3.16 per share and it actually produced earnings of $3.26 per share, delivering a surprise of 3.16%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Epam. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Epam currently has an Earnings ESP of +0.23%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on August 6, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, but that may not be the sole basis for their stocks moving higher. On the other hand, some stocks may hold their ground even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Memory stocks are catching a strong bid in Monday afternoon trading as the broader semiconductor complex rebounds from a rough stretch. Micron Technology (NASDAQ:MU | MU Price Prediction) shares are up 5% to $887.35, SanDisk (NASDAQ:SNDK) shares are up 6% to $1,435.70, and Western Digital (NASDAQ:WDC) shares are up 4% to $495.80.
The bounce follows a punishing few weeks for chips. Per Yahoo Finance reporting, the PHLX Semiconductor Index fell more than 9% last week and 20% over the past month, and the memory names got dragged along for the ride.
The rally in these three names appears to be a broad recovery from oversold conditions rather than any company-specific news. All three had been leading the AI trade for months before the recent sharp pullback in chips.
Broad Chip Rebound Lifts Memory Names Wall Street strategists are framing the recent pullback as technical, not fundamental. UBS described the move as “a positioning unwind following a 90% YTD rally,” suggesting that the damage reflected forced selling and profit-taking rather than a change in the underlying setup.
JPMorgan strategist Mislav Matejka pointed to oversold conditions and told clients semis “will find a floor soon,” noting that meaningful supply additions aren’t due before 2028. That supply timeline matters for memory specifically, where tight capacity has been the story behind the multi-quarter margin expansion.
A separate analyst boost helped tone up the whole group. Rosenblatt named Advanced Micro Devices (NASDAQ:AMD) as a top pick and lifted its price target to $665 from $490, and UBS moved its price target to $700 ahead of AMD’s AI conference. Peers in the broader chip complex, including large-cap AI names, are also trading firmer today.
Helping the memory names specifically, the weekend brought no fresh negative headlines out of Korea on Samsung or SK Hynix (NASDAQ:SKHY). Recent weakness in the Korean giants had been a key overhang on the group, and a quiet tape overseas gave U.S. buyers room to step back in.
Volatile Names With Huge YTD Gains Even after the recent damage, all three names still hold enormous year-to-date runs. Micron stock is up 211% year to date (YTD), SanDisk stock is up 502% YTD, and Western Digital stock is up 189% YTD. Those are extreme moves that leave the group vulnerable to sharp two-way swings.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
The fundamentals behind the multi-year rally have been real. Micron’s fiscal Q3 2026 revenue hit $41.5 billion, up 346% year over year (YoY) year-over-year, with CEO Sanjay Mehrotra saying results reflect “the strategic value of memory in the AI era.” SanDisk posted a 78% gross margin in its most recent quarter, and Western Digital guided fiscal Q4 2026 revenue growth of 36% to 44% YoY.
Recent bearish catalysts had also stacked up. SK Hynix had planned a NASDAQ listing via ADRs to raise nearly $29 billion, which sparked worries about portfolio reallocation among memory investors, and Chinese domestic memory chips have been gaining international recognition. Today’s move suggests that the market is willing to look past those concerns after the sharp reset in prices.
For a thematic vehicle, the Roundhill Memory ETF (NASDAQ:DRAM) is up 2% to $53.96 today. The fund is heavily concentrated in three mega-cap memory manufacturers (Samsung, SK Hynix, and Micron), which together account for 72% of net assets. It’s a narrow, single-theme thematic vehicle with concentration risk.
What to Watch Traders can watch for whether the group holds today’s gains into the close, especially given how quickly last week’s positioning-driven damage compounded. AMD’s AI conference is the next scheduled event that could set the tone for the broader chip complex, and any incremental commentary on data-center demand may bleed through to memory sentiment.
SanDisk’s next earnings report is scheduled for August 5, which gives the memory/storage sector story a concrete near-term test after this stretch of volatility. Micron’s next report and any updates on HBM4 shipments could be another catalyst worth tracking as the AI-driven memory cycle plays out.
Given the beta on these three names after such a huge rally, position sizing matters. Investors should consider keeping their exposure modest until the tape settles, particularly with Wall Street strategists calling recent weakness a positioning unwind rather than a break in the underlying thesis.
Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Micron Technology didn't make the cut. Grab the names FREE today.
There are many reasons to scream right now—from cyclospora to corrupt politicians avoiding accountability.
What if instead we collectively squealed for ice cream on National Ice Cream Day? Well, we’re in luck because it’s today: Sunday, July 19, 2026.
Here’s some history along with deals to make this cool snack an even sweeter treat.
Before machines, how was ice cream made?Ice cream is made up of cream, sugar, air, and frozen water. Flavors were added based on an individual’s taste preferences. Before refrigerators and machines, these ingredients were combined in a separate container, surrounded by ice and salt, which reached temperatures below freezing.
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The mixture was then stirred and churned by hand. Because of this labor-intensive process, ice cream was once just a dish for the wealthy elites.
Who invented ice cream?A fascinating aspect of this chilled delight is that many cultures created their own frozen desserts, paving the way for ice cream.
During the Tang Dynasty in ancient China, a precursor to ice cream was a sweet drink of iced camphor-infused buffalo milk. The Roman Emperor Nero liked to sweeten his iced beverages with honey. In India, kulfi, a frozen condensed milk dish, was enjoyed by Mughal emperors.
Paramount Skydance Corp. (PSKY), an entertainment company pursuing Warner Bros. Discovery Inc. (WBD), a film, television, and streaming business, has cleared an
Item 1 of 3 Paramount and Warner Bros logos are seen in this illustration taken December 8, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
[1/3]Paramount and Warner Bros logos are seen in this illustration taken December 8, 2025. REUTERS/Dado Ruvic/Illustration/File Photo Purchase Licensing Rights, opens new tab
SummaryCompaniesRuling an early win for statesJudge sets August 3 hearing on longer pauseCosts will mount for Paramount if closing delayed past SeptemberJuly 20 (Reuters) - Paramount Skydance (PSKY.O), opens new tab must pause its $110 billion acquisition of Warner Bros. Discovery (WBD.O), opens new tab through August 3, a federal judge ruled on Monday after a California-led coalition of states argued the merger would irreparably harm competition.
U.S. District Judge Araceli Martínez-Olguín in Oakland handed an early win to the group of states including New York, Colorado and Massachusetts, saying they had made a "strong showing" that the deal would unlawfully decrease competition.
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Warner Bros. Discovery shares were down as much as 4% on Monday afternoon.
"Today’s decision is an important victory for all those who would be hurt by this merger, and I look forward to continuing to fight this case," said New York Attorney General Letitia James.
The judge will hold a hearing on August 3 on whether the deal should be delayed throughout the course of the lawsuit, which could take months to reach a final ruling.
Spokespeople for the companies did not immediately respond to requests for comment. Paramount has said the lawsuit distorts settled antitrust law, and that delaying the transaction would only harm entertainment workers who have already suffered through years of industry disruption.
STATES SUEThe lawsuit, filed in Oakland federal court, threatens to derail Paramount CEO David Ellison's bid to transform his company into a major rival of Netflix (NFLX.O), opens new tab and Disney (DIS.N), opens new tab.
California and 11 states sued on July 13, arguing the deal would create a media behemoth with the power to raise prices in film and television.
Martínez-Olguín agreed with the states that letting the deal close would likely lead to changes that are hard to undo if the merger is ultimately found to be illegal, such as job cuts and sharing of sensitive information.
The judge said the deal looks likely to violate antitrust law if it gives the combined company 27% of the market for distribution of widely-released films as the states have alleged. A final determination would come after both sides present evidence at trial.
Paramount Skydance's argument that companies like Amazon and Apple have entered the film market recently was not enough to show the merger is lawful, the judge said.
With fewer distributors, studios could find it easier to pressure theater owners for a greater share of ticket revenue, the states have alleged.
A prolonged interruption could hurt Paramount Skydance financially. For each calendar day the merger is delayed past September 30, Ellison would be on the hook to pay Warner Bros. shareholders a 25-cent-per-share “ticking fee,” or about $7 million a day, according to the merger agreement, opens new tab.
Reporting by Jody Godoy in New York and Dawn Chmielewski in Los Angeles; Editing by Andrea Ricci and Nick Zieminski
Our Standards: The Thomson Reuters Trust Principles., opens new tab
Jody Godoy reports on tech policy and antitrust enforcement, including how regulators are responding to the rise of AI. Reach her at [email protected]
A federal judge has granted a temporary restraining order that will pause Paramount‘s merger with Warner Bros. Discovery for 14 days.
The order is in response to a lawsuit filed by California Attorney General Rob Bonta and 11 other states, claiming that the proposed merger violates antitrust laws.
U.S. District Judge Araceli Martinez-Olguin wrote that the state AGs “present compelling evidence that the combined firm resulting from the transaction will possess substantial market share in the wide-release theatrical distribution market.”
“On this combined firm market share alone, the Court is persuaded that it can presume the proposed merger is likely to violate antitrust laws,” the judge wrote.
Read the judge’s order pausing Paramount-Warner Bros. Discovery merger.
The judge’s order bars Paramount and Warner Bros. “from closing or consummating the Transaction or taking any steps, directly or indirectly, to integrate or consolidate their operations pursuant to the Transaction.”
A TRO is an order to preserve the status quo in the short term as the judge reads and hears further legal argument about the merits of the case. But in her order, Martinez-Olguin wrote that the “balance of equities, combined with the public’s vital interest in antitrust enforcement, therefore tips sharply in favor of the requested injunctive relief.”
The states had asked that a temporary restraining order was needed because Paramount had not made any guarantee that it would not close the transaction after July 22. The European Union is expected to its decision on the transaction around that date.
The judge’s granting of a TRO is not a major surprise, and Paramount had signaled that it would delay a close to the transaction. At a hearing on Friday, Paramount’s lead attorney, Jeffrey Kessler, said that they were prepared to commit to not closing the merger for the next 28 days.
Bonta said in a statement, “This is a critical first win in our case to ensure this megamerger never sees the light of day.”
The timing of the legal proceedings is significant. Paramount faces the prospect of paying a $7 million per day “ticking fee” to Warner Bros. for each day that the transaction is not closed after Sept. 30. That was a sweetener that Paramount made to win the bidding for WBD.
The judge set a schedule for the stage AG’s motion for a preliminary injunction, which could halt the merger indefinitely as the legal process plays out. She set a hearing date of Aug. 3, with the motion due by Thursday, the opposition brief from Paramount due by July 27 and the state AGs’ reply by July 30.
The judge wrote that even though Paramount’s legal team argued that certain market concentration figures are not binding on the courts, they did not present “countervailing evidence” to rebut the data.
Paramount also argued that the state AGs presented “fundamental misunderstandings and incorrect assumptions regarding the economics of theatrical film distribution in the United States,” pointing to the opinion of a competing expert witness. But the judge wrote that their proof still did not show that the merger would not “substantially lessen competition.”
She wrote, “At best, Defendants’ proof regarding these robust, dynamic markets creates disputes regarding the facts and legality of the Transaction’s market effects.” She wrote that the state AGs showed that “serious questions going to the merits remain, weighing in favor of preliminary injunctive relief.”
The judge also signaled that she was not sympathetic to Paramount’s arguments of economic harm if the merger is blocked beyond Sept. 30. She wrote, “Even if Defendants argued that they would suffer economic harm as a result of delaying the merger, the equities do not weigh in their favor when contrasted with the potential public harms that would result from consummation of the Transaction, including the loss of competition.”
Paramount Skydance's proposed acquisition of Warner Bros. Discovery hit its first official roadblock when a judge granted a temporary restraining order on the merger as part of a lawsuit brought by state attorneys general.
California District Judge Araceli Martínez-Olguín signed off on the order Monday after hearing arguments from both sides in an Oakland courtroom on Friday. The order puts a 14-day pause on anything moving forward with the merger.
Paramount didn't immediately return a request for comment on Monday. Warner Bros. declined to comment.
Last week, a group of state attorneys general led by California's Rob Bonta filed a lawsuit seeking to block the $110 billion acquisition due to antitrust concerns. The proposed deal would unite the storied film studios of Paramount and Warner Bros, the CBS broadcast network, a sprawling portfolio of pay TV networks that includes CNN, TNT, MTV and BET, and streaming services Paramount+ and HBO Max, under one roof.
The lawsuit said that the proposed deal would violate the Clayton Antitrust Act — a more than 100-year-old law that prohibits anticompetitive mergers and acquisitions. The lawsuit was brought by a group of states that also includes Arizona, Colorado, Connecticut, Massachusetts, Minnesota, Nevada, New Jersey, New Mexico, New York, Oregon and Washington.
In Monday's order, Martínez-Olguín said the coalition of state attorneys general presented "compelling evidence that the combined firm resulting from the transaction will possess substantial market share in the wide-release theatrical distribution market."
Paramount's lead trial counsel Jeffrey Kessler said on CNBC earlier this week that the TRO was filed after Paramount indicated its intention was to close the deal as early as July 22, when the company expects to have all regulatory clearances.
During Friday's hearing, Paramount attorneys offered to delay the deal closing until mid-August to sidestep a temporary restraining order.
The states could seek another temporary restraining order after the 14 days, or a preliminary injunction, which would further delay the deal.
Another proposed media deal — the $6.2 billion tie up of broadcast station group owners Nexstar Media Group and Tegna — has been put on pause following a similar lawsuit and preliminary injunction that was granted by a U.S. court. A trial for the lawsuit, which is also being led by Bonta, is set to begin in mid-2027.
The Paramount-WBD deal has been under review by the European Union and the U.K., which provided a new provisional deadline of July 22.
The Antitrust Division of the U.S. Department of Justice signed off on the tie-up in June, clearing it of federal concerns. It has also won approval from several global jurisdictions.
Paramount has said it's on track to close the deal by the end of September.
If the deal were to be delayed beyond then, Paramount could face additional costs, namely a so-called ticking fee that kicks in if it's not closed after Sept. 30. The fee would be an additional 25 cents paid to WBD shareholders per quarter until closing — which would equal about $650 million in cash value per quarter.
Paramount also agreed to a $7 billion breakup fee if the deal does move forward due to regulatory concerns.
Bonta called the merger unlawful and said it would "lead to higher prices, lower quality, and less content for film and television, harming movie theaters, basic cable distributors, and ultimately, audiences on every sofa and movie theater seat in the U.S."
The states that brought the lawsuit against the deal said they believe that the merged entity would control nearly one-third of films and nearly a third of basic cable TV programming.
Paramount has defended the deal as "pro-competitive."
In court papers filed on Thursday, Paramount said the temporary restraining order "presents one of the weakest merger challenges in modern antitrust history."
The company said the deal would "produce more high-quality content for consumers; it will incentivize investment in job-creating film production; it will stabilize basic cable television (which is gravely threatened by cord cutting); and it will increase the output of theatrical releases in a challenged entertainment landscape."
— CNBC's Sarah Whitten and Stephen Desaulniers contributed to this article.