4 days ago
Eli Lilly (LLY) stock has gained about 56% over the past year, moving from $722.65 to $1,123.91. Before that run the company was doing something strange. It was deliberately selling less medicine than people wanted to buy, and it kept saying so out loud.
In early February 2025 the CEO said the capacity Lilly had already built was not enough to meet global demand, and that the company was still gating promotion and gating launches around the world. That is a company telling you its reported revenue understates what its products could sell.
The build was landing. Lilly produced more than 1.6 times as many salable incretin doses in the first half of 2025 as it had made in the first half of 2024. The rationed business was already lucrative: trailing-twelve-month operating margin as of fiscal Q2 2025 ran at 42.1%, against its own three-year average of 32.7%. A business earning that much with the tap half closed has an obvious next chapter.
Four weeks before the run began, the CFO was specific about where. Commercial activity behind the recent launches in Brazil, China, India, and Mexico was being kept deliberately measured, so that demand would not outrun supply.
Then look at where the growth landed a year later. In the second quarter of 2026, China revenue grew 93% in constant currency, and rest-of-world revenue grew 136% in constant currency, driven by Mounjaro, primarily in Latin America and Asia. China is on both lists; Latin America and Asia cover the rest. The volume was waiting.
#year #half
In early February 2025 the CEO said the capacity Lilly had already built was not enough to meet global demand, and that the company was still gating promotion and gating launches around the world. That is a company telling you its reported revenue understates what its products could sell.
The build was landing. Lilly produced more than 1.6 times as many salable incretin doses in the first half of 2025 as it had made in the first half of 2024. The rationed business was already lucrative: trailing-twelve-month operating margin as of fiscal Q2 2025 ran at 42.1%, against its own three-year average of 32.7%. A business earning that much with the tap half closed has an obvious next chapter.
Four weeks before the run began, the CFO was specific about where. Commercial activity behind the recent launches in Brazil, China, India, and Mexico was being kept deliberately measured, so that demand would not outrun supply.
Then look at where the growth landed a year later. In the second quarter of 2026, China revenue grew 93% in constant currency, and rest-of-world revenue grew 136% in constant currency, driven by Mounjaro, primarily in Latin America and Asia. China is on both lists; Latin America and Asia cover the rest. The volume was waiting.
#year #half
11 days ago
Less-than-truckload carrier Saia saw tonnage growth accelerate on a year-over-year comparison in August, but it faced an easier prior-year comp during the month than it did in July.
Johns Creek, Georgia-based Saia (NASDAQ: SAIA) reported Thursday an 8.7% y/y tonnage increase in August as daily shipments stepped 1.1% higher and weight per shipment jumped 7.5%. The metrics improved slightly from July's y/y growth rates due to easier prior-year comps.
On a two-year-stacked comparison, Saia's tonnage increases slowed for a second straight month (+6.5% in August and +8.7% in July). That said, the carrier implemented a 7.1% general rate increase on July 6, which it noted can create some near-term volatility. Further, the carrier faces easier prior-year comps (excluding November) the rest of the year.
Saia does not provide revenue-based metrics in its intraquarter updates.
However, the company previously noted that revenue per shipment increased 4% from the beginning to the end of the second quarter. The recent GRI was 120 basis points higher and three months earlier than last year's rate ***** p—another positive sign. And, contractual rate renewals averaged 10.7% in the second quarter (+15.8% on a two-year-stacked comp).
#carrier #tonnage
Johns Creek, Georgia-based Saia (NASDAQ: SAIA) reported Thursday an 8.7% y/y tonnage increase in August as daily shipments stepped 1.1% higher and weight per shipment jumped 7.5%. The metrics improved slightly from July's y/y growth rates due to easier prior-year comps.
On a two-year-stacked comparison, Saia's tonnage increases slowed for a second straight month (+6.5% in August and +8.7% in July). That said, the carrier implemented a 7.1% general rate increase on July 6, which it noted can create some near-term volatility. Further, the carrier faces easier prior-year comps (excluding November) the rest of the year.
Saia does not provide revenue-based metrics in its intraquarter updates.
However, the company previously noted that revenue per shipment increased 4% from the beginning to the end of the second quarter. The recent GRI was 120 basis points higher and three months earlier than last year's rate ***** p—another positive sign. And, contractual rate renewals averaged 10.7% in the second quarter (+15.8% on a two-year-stacked comp).
#carrier #tonnage
11 days ago
Sept 02, 2026, 2:29 pm EDT
The world’s largest government bond market is watching investors flee as losses pile higher. Some investors say Federal Reserve Chairman Kevin Warsh must come to the rescue.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The software maker said annual recurring revenue, a closely watched measure of its subscription business, rose 30%.
#reserve #jones
The world’s largest government bond market is watching investors flee as losses pile higher. Some investors say Federal Reserve Chairman Kevin Warsh must come to the rescue.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
The software maker said annual recurring revenue, a closely watched measure of its subscription business, rose 30%.
#reserve #jones
14 days ago
(Bloomberg) -- Anthropic PBC's IPO is casting a long shadow over companies' US listing plans, as they try to find room for their deals to grab attention after the Sept. 7 Labor Day holiday.
Most Read from Bloomberg
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Forget GLP-1 Stocks, Baldness Drugs Are Wall Street's Next Goldmine
Reliance-Owned Firm Buys Lutyens Bungalow For $37 Million
#probe
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Trump Urges FCC to Probe Media Polling, Punish NBC Moderator
Forget GLP-1 Stocks, Baldness Drugs Are Wall Street's Next Goldmine
Reliance-Owned Firm Buys Lutyens Bungalow For $37 Million
#probe
20 days ago
Driscoll's, the US berries supplier, has named founding-family member Brie Reiter Smith its new CEO.
Smith's grandfather, Joe Reiter, was a co-founder of Driscoll's. She is also the daughter of Miles Reiter, the company's executive chairman.
She takes over from Soren Bjorn in the new role, with immediate effect.
Bjorn joined Driscoll's in 2006 and was appointed CEO in 2023.
He will continue to support the business through the transition and help with "key strategic priorities", the company said in a statement yesterday (25 August).
#reiter
Smith's grandfather, Joe Reiter, was a co-founder of Driscoll's. She is also the daughter of Miles Reiter, the company's executive chairman.
She takes over from Soren Bjorn in the new role, with immediate effect.
Bjorn joined Driscoll's in 2006 and was appointed CEO in 2023.
He will continue to support the business through the transition and help with "key strategic priorities", the company said in a statement yesterday (25 August).
#reiter
21 days ago
While NXP Semiconductors (NXPI) may be a strong business overall, its recent severe underperformance has left many questions regarding forward viability. Over the trailing month, NXPI stock has lost roughly 19%, thus leading to a very modest year-to-date performance of just under 4%. Fundamentally, the chipmaker — which is heavily exposed to the Chinese auto market — may be facing broader economic challenges. Still, the weakness could offer a contrarian opportunity for bold speculators.
On paper, circumstances would seem optimistic. In the company's second-quarter earnings report, it exceeded headline metrics. According to Google Finance's summary sheet, NXP reported record non-GAAP earnings of $3.61 per share and revenue of approximately $3.50 billion, thus resulting in 19.5% growth year-over-year. Contributing to the strong print were accelerating adoption of software-defined vehicles and expanding physical AI infrastructure applications.
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#option #Semiconductors
On paper, circumstances would seem optimistic. In the company's second-quarter earnings report, it exceeded headline metrics. According to Google Finance's summary sheet, NXP reported record non-GAAP earnings of $3.61 per share and revenue of approximately $3.50 billion, thus resulting in 19.5% growth year-over-year. Contributing to the strong print were accelerating adoption of software-defined vehicles and expanding physical AI infrastructure applications.
Nvidia Stock Is Treading Water Ahead of Earnings This Week - What's the Best NVDA Play?
Option Volatility and Earnings Report For Aug 24-28
Huge, Unusual Put and Call Option Volume in Intel - Investors Bullish as INTC Drops
#option #Semiconductors
26 days ago
This story was originally published on CRE Daily. Join 70,000+ commercial real estate professionals getting daily news, market insights, and industry ****** ysis delivered straight to their inbox with the free CRE Daily newsletter.
BTF Whitestone LLC secured a $75 million loan from Acadia Realty Trust, arranged by Northmarq, to acquire and redevelop Whitestone Shopping Center in Queens.
The 119,584-square-foot, Key Food-anchored center was acquired for $56 million earlier this month and includes tenants like JPMorgan Chase and Webster Bank.
The deal reflects strong lender appetite for grocery-anchored retail even as broader financing conditions tighten across other property types.
An entity called BTF Whitestone LLC has secured a $75 million loan to fund both the purchase and redevelopment of a Queens shopping center, according to GlobeSt.
#center #shopping
BTF Whitestone LLC secured a $75 million loan from Acadia Realty Trust, arranged by Northmarq, to acquire and redevelop Whitestone Shopping Center in Queens.
The 119,584-square-foot, Key Food-anchored center was acquired for $56 million earlier this month and includes tenants like JPMorgan Chase and Webster Bank.
The deal reflects strong lender appetite for grocery-anchored retail even as broader financing conditions tighten across other property types.
An entity called BTF Whitestone LLC has secured a $75 million loan to fund both the purchase and redevelopment of a Queens shopping center, according to GlobeSt.
#center #shopping
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record consumable revenue and units, driven by a growing installed base and higher system utilization across the top 20 pharma customers.
Attributed the 15% record gross margin to successful execution of margin expansion strategies, including manufacturing efficiencies and service productivity improvements.
Observed a strategic shift in customer behavior toward integrating the Growth Direct platform into broader automation, digital, and data enablement workflows.
Reported that the MilliporeSigma partnership is expanding the commercial funnel into new geographies and adjacent markets, though it remains in the early stages.
#tell #Growth #direct
Achieved record consumable revenue and units, driven by a growing installed base and higher system utilization across the top 20 pharma customers.
Attributed the 15% record gross margin to successful execution of margin expansion strategies, including manufacturing efficiencies and service productivity improvements.
Observed a strategic shift in customer behavior toward integrating the Growth Direct platform into broader automation, digital, and data enablement workflows.
Reported that the MilliporeSigma partnership is expanding the commercial funnel into new geographies and adjacent markets, though it remains in the early stages.
#tell #Growth #direct
1 month ago
T-Mobile is changing how customers finance new devices after previously saying it would scale back free phone deals and device subsidies.
During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to these deals, noting that customers purchase new phones roughly once every three years.
He later doubled down on this plan during an earnings call in July, stating that the company has given consumers 250 reasons to switch to its network, extending beyond free phone offers. Gopalan also warned that customers will soon have to pay more for smartphones due to rising memory chip prices.
"What we're seeing is clearly the memory price increases are resulting in higher prices for smartphones across the board," he said. "Our intention, consistent with what we've said, is not to increase our subsidy levels. That's going to mean that customers will have to pay more. That's just the result of that dynamic."
Amid these changes, T-Mobile has announced its "Nothing" initiative, which is a new way for new and existing customers to pay $0 upfront for a new phone, according to a recent press release.
#free
During an earnings call in February, T-Mobile CEO Srini Gopalan revealed that the company is moving away from device subsidies and will rethink its approach to these deals, noting that customers purchase new phones roughly once every three years.
He later doubled down on this plan during an earnings call in July, stating that the company has given consumers 250 reasons to switch to its network, extending beyond free phone offers. Gopalan also warned that customers will soon have to pay more for smartphones due to rising memory chip prices.
"What we're seeing is clearly the memory price increases are resulting in higher prices for smartphones across the board," he said. "Our intention, consistent with what we've said, is not to increase our subsidy levels. That's going to mean that customers will have to pay more. That's just the result of that dynamic."
Amid these changes, T-Mobile has announced its "Nothing" initiative, which is a new way for new and existing customers to pay $0 upfront for a new phone, according to a recent press release.
#free
2 months ago
The biggest companies leading the artificial intelligence infrastructure build-out have said they expect hundreds of billions of dollars in capital expenditures through 2026. That trend is only set to accelerate and will be funded increasingly with debt, according to Goldman Sachs.
"While the exact magnitude and mix of future debt issuance from the hyperscalers is uncertain, our review of management commentary leaves us expecting a growing role for debt financing in the AI buildout in the years ahead," credit strategists led by Amanda Lynam said in a research note this week.
A hyperscaler is a large tech company that builds and operates massive data center infrastructure for computing, storage, and AI processing.
Over the past year and a half, capital expenditures from the leading hyperscalers — Meta (META), Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Oracle (ORCL) — have boomed, as those companies have entered into an arms race focused on the build-out of vast infrastructure underpinning AI development.
In 2025, the companies collectively reported $405 billion in capex. By year end for 2026, that figure is expected to reach $750 billion, per Goldman Sachs, before nearing $1.2 trillion in 2027.
#leading
"While the exact magnitude and mix of future debt issuance from the hyperscalers is uncertain, our review of management commentary leaves us expecting a growing role for debt financing in the AI buildout in the years ahead," credit strategists led by Amanda Lynam said in a research note this week.
A hyperscaler is a large tech company that builds and operates massive data center infrastructure for computing, storage, and AI processing.
Over the past year and a half, capital expenditures from the leading hyperscalers — Meta (META), Microsoft (MSFT), Alphabet (GOOG), Amazon (AMZN), and Oracle (ORCL) — have boomed, as those companies have entered into an arms race focused on the build-out of vast infrastructure underpinning AI development.
In 2025, the companies collectively reported $405 billion in capex. By year end for 2026, that figure is expected to reach $750 billion, per Goldman Sachs, before nearing $1.2 trillion in 2027.
#leading
2 months ago
(The views expressed here are solely those of the author and do not necessarily represent the views of FreightWaves or its affiliates.)
The Supreme Court's Montgomery decision changed the litigation landscape for the trucking industry. Although the case addressed a negligent selection claim against a freight broker, plaintiffs will not limit their investigations to the broker's carrier qualification file. They will examine the full chain of decisions that placed a particular truck and driver on the road.
That means reviewing the shipper's conduct as well. Plaintiffs will ask who selected the broker, what the shipper required of the broker's carrier selection process, which carrier was approved, which truck arrived, what facility personnel observed, and why the freight was released.
Montgomery did not create a new cause of action against shippers. It did, however, reinforce that transportation safety decisions may be tested under state negligence law. Shippers should expect increased scrutiny when their own conduct contributed to an unsafe transportation arrangement.
The broker may select and approve the motor carrier, but the shipper controls the freight at pickup. The shipper can see the truck, verify the carrier information, confirm the driver, review the paperwork, and decide whether the goods will be released. The shipper is not expected to repeat the broker's entire carrier vetting process. Its responsibility is more focused: confirm that the carrier, driver, and equipment arriving at the facility match the transportation **** ignment.
#freight #Transportation #montgomery #plaintiffs
The Supreme Court's Montgomery decision changed the litigation landscape for the trucking industry. Although the case addressed a negligent selection claim against a freight broker, plaintiffs will not limit their investigations to the broker's carrier qualification file. They will examine the full chain of decisions that placed a particular truck and driver on the road.
That means reviewing the shipper's conduct as well. Plaintiffs will ask who selected the broker, what the shipper required of the broker's carrier selection process, which carrier was approved, which truck arrived, what facility personnel observed, and why the freight was released.
Montgomery did not create a new cause of action against shippers. It did, however, reinforce that transportation safety decisions may be tested under state negligence law. Shippers should expect increased scrutiny when their own conduct contributed to an unsafe transportation arrangement.
The broker may select and approve the motor carrier, but the shipper controls the freight at pickup. The shipper can see the truck, verify the carrier information, confirm the driver, review the paperwork, and decide whether the goods will be released. The shipper is not expected to repeat the broker's entire carrier vetting process. Its responsibility is more focused: confirm that the carrier, driver, and equipment arriving at the facility match the transportation **** ignment.
#freight #Transportation #montgomery #plaintiffs
2 months ago
Trump's $200 billion GSE order drove mortgage rates below 6% by March 2026, but resumed U.S.-Iran fighting erased those gains by July.
WTI crude surged nearly 10% in one day, pushing gas above $4 and driving Treasury yields higher, lifting mortgage rates to a wartime high of 6.75%.
Economists warn that draining the $200 billion GSE cash reserve could leave the housing finance system more vulnerable to a future downturn.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
On January 8, 2026, President Trump signed an executive order directing Fannie Mae and Freddie Mac to deploy $200 billion in existing conservatorship cash to buy mortgage-backed securities. The goal was blunt: narrow the spread between the 10-year Treasury yield and the 30-year mortgage rate, and push borrowing costs below 6%. For a few weeks, the math worked. By early March 2026, mortgage rates fell below 6% for the first time since 2022. Then the war got in the way.
#Iran
WTI crude surged nearly 10% in one day, pushing gas above $4 and driving Treasury yields higher, lifting mortgage rates to a wartime high of 6.75%.
Economists warn that draining the $200 billion GSE cash reserve could leave the housing finance system more vulnerable to a future downturn.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
On January 8, 2026, President Trump signed an executive order directing Fannie Mae and Freddie Mac to deploy $200 billion in existing conservatorship cash to buy mortgage-backed securities. The goal was blunt: narrow the spread between the 10-year Treasury yield and the 30-year mortgage rate, and push borrowing costs below 6%. For a few weeks, the math worked. By early March 2026, mortgage rates fell below 6% for the first time since 2022. Then the war got in the way.
#Iran
2 months ago
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When someone presented a fat-reducing countertop grill to two-time world heavyweight champion and Olympic gold medalist George Foreman in the 1990s, he wasn't impressed. "I didn't want to use it," he admitted to Graham Bensinger (1) in his 2013 In Depth interview. "But my wife insisted."
Little did he know that this modest grill would lead to one of the largest payouts of his career.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#george
When someone presented a fat-reducing countertop grill to two-time world heavyweight champion and Olympic gold medalist George Foreman in the 1990s, he wasn't impressed. "I didn't want to use it," he admitted to Graham Bensinger (1) in his 2013 In Depth interview. "But my wife insisted."
Little did he know that this modest grill would lead to one of the largest payouts of his career.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#george
2 months ago
I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts.
That performance is after Sandisk, Dell, and Micron. But on Friday, July 17, Jim Cramer posted on X (formerly Twitter) something you should pay attention to, and it was not a buy call.
Comeback in Seagate is impressive, even as I think it might be an excellent opportunity to trim if you don't have much cash on hand.
Seagate Technology (STX) closed the week at $787.66, up 5.66% on the session, according to Yahoo Finance. The stock is up 186.72% year-to-date and 441.28% over the past year. You may think those are typos, but they're not. The three-year return stands at 1,285.43%.
Cramer is not calling this a sell. No. He is calling it a trim, and the distinction matters.
#year #impressive
That performance is after Sandisk, Dell, and Micron. But on Friday, July 17, Jim Cramer posted on X (formerly Twitter) something you should pay attention to, and it was not a buy call.
Comeback in Seagate is impressive, even as I think it might be an excellent opportunity to trim if you don't have much cash on hand.
Seagate Technology (STX) closed the week at $787.66, up 5.66% on the session, according to Yahoo Finance. The stock is up 186.72% year-to-date and 441.28% over the past year. You may think those are typos, but they're not. The three-year return stands at 1,285.43%.
Cramer is not calling this a sell. No. He is calling it a trim, and the distinction matters.
#year #impressive
2 months ago
Wall Street's biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied to the AI boom.
The country's five largest Wall Street banks — JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), Goldman Sachs (GS), and Morgan Stanley (MS) — collectively reported $114 billion of capital markets revenue in the first six months of 2026, up 31.5% from a year earlier. Stock trading accounted for more than half of the increase.
The windfall showed just how deeply the AI frenzy is feeding Wall Street's profit machine. It also raises the big question: How much does the sector's momentum depend on the AI revolution?
AI is the "No. 1 earnings driver" for big banks this year, Wells Fargo **** yst Mike Mayo said in an interview. He compares the capital demands from tech firms, utilities, and related industries to a "100-foot wave" lifting Wall Street.
"Big waves can cause big falls," Mayo said, but added he doesn't expect a wipeout over the next year.
The country's five largest Wall Street banks — JPMorgan Chase (JPM), Bank of America (BAC), Citigroup (C), Goldman Sachs (GS), and Morgan Stanley (MS) — collectively reported $114 billion of capital markets revenue in the first six months of 2026, up 31.5% from a year earlier. Stock trading accounted for more than half of the increase.
The windfall showed just how deeply the AI frenzy is feeding Wall Street's profit machine. It also raises the big question: How much does the sector's momentum depend on the AI revolution?
AI is the "No. 1 earnings driver" for big banks this year, Wells Fargo **** yst Mike Mayo said in an interview. He compares the capital demands from tech firms, utilities, and related industries to a "100-foot wave" lifting Wall Street.
"Big waves can cause big falls," Mayo said, but added he doesn't expect a wipeout over the next year.
2 months ago
It's impossible to argue with the S&P 500's (SNPINDEX: ^GSPC) performance. In the past decade, the benchmark index produced a total return of 316% (as of July 13). Had you invested $10,000 back then, you'd have $41,600 today. This is a historically strong showing, supporting what is undoubtedly a fantastic track record.
Those market participants who captured this gain have no complaints. But if I could tell all long-term investors one thing about the S&P 500 index right now, it would be this.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The S&P 500 is structurally different these days. The economic backdrop has changed.
The information technology sector represents a notable 39% of the entire index. It is by far the biggest sector. Financials come in second place, with an 11% representation in the index.
Those market participants who captured this gain have no complaints. But if I could tell all long-term investors one thing about the S&P 500 index right now, it would be this.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The S&P 500 is structurally different these days. The economic backdrop has changed.
The information technology sector represents a notable 39% of the entire index. It is by far the biggest sector. Financials come in second place, with an 11% representation in the index.
2 months ago
Vizsla Silver Corp. (NYSEAMERICAN:VZLA) is one of the 7 Best Silver Mining Penny Stocks to Buy.
On June 16, 2026, Vizsla Silver Corp. (NYSEAMERICAN:VZLA) announced that it awarded the equipment supply agreement to FLSmidth for the company's wholly owned Panuco silver-gold project in Sinaloa, Mexico. The agreement includes engineering and supply of major process plant equipment across the proposed process flowsheet outlined in the company's 2025 Feasibility Study, with engineering work starting immediately and formal Notice to Proceed expected in the coming months.
The agreement covers eight major equipment packages across crushing, grinding, thickening, and counter-current decantation, Merrill Crowe, and refining circuits for the proposed process plant at Panuco. The equipment is specified to support the initial 3,300 tonnes per day Phase 1 operation and the planned expansion to 4,000 tpd outlined in the 2025 Feasibility Study. The parties initially entered into a limited notice to proceed agreement to begin early engineering and procurement activities while definitive terms continue to be finalized.
Toward the end of May, Vizsla Silver announced that Minera Canam S.A. de C.V., its Mexican subsidiary that holds the Panuco project, entered into an unsecured credit agreement for a MXN$173 million working capital facility with Fideicomiso de Fomento Minero. CEO Michael Konnert said the agreement represents "another important step" in the continued endorsement and validation of Panuco as an economically important development project for Sinaloa and Mexico.
Vizsla Silver Corp. (NYSEAMERICAN:VZLA) engages in the acquisition, exploration, and development of mineral resource properties in Canada and Mexico.
On June 16, 2026, Vizsla Silver Corp. (NYSEAMERICAN:VZLA) announced that it awarded the equipment supply agreement to FLSmidth for the company's wholly owned Panuco silver-gold project in Sinaloa, Mexico. The agreement includes engineering and supply of major process plant equipment across the proposed process flowsheet outlined in the company's 2025 Feasibility Study, with engineering work starting immediately and formal Notice to Proceed expected in the coming months.
The agreement covers eight major equipment packages across crushing, grinding, thickening, and counter-current decantation, Merrill Crowe, and refining circuits for the proposed process plant at Panuco. The equipment is specified to support the initial 3,300 tonnes per day Phase 1 operation and the planned expansion to 4,000 tpd outlined in the 2025 Feasibility Study. The parties initially entered into a limited notice to proceed agreement to begin early engineering and procurement activities while definitive terms continue to be finalized.
Toward the end of May, Vizsla Silver announced that Minera Canam S.A. de C.V., its Mexican subsidiary that holds the Panuco project, entered into an unsecured credit agreement for a MXN$173 million working capital facility with Fideicomiso de Fomento Minero. CEO Michael Konnert said the agreement represents "another important step" in the continued endorsement and validation of Panuco as an economically important development project for Sinaloa and Mexico.
Vizsla Silver Corp. (NYSEAMERICAN:VZLA) engages in the acquisition, exploration, and development of mineral resource properties in Canada and Mexico.
2 months ago
United Airlines Holdings Inc (NASDAQ:UAL) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. During Q1 2026, Slate Path Capital increased its position in United Airlines stock by 65%. Some 68 hedge funds have confidence in United Airlines stock.
Pixabay/Public Domain
On June 23, UBS raised its price target on United Airlines Holdings Inc (NASDAQ:UAL) shares to $153 from $148 while keeping a Buy rating on the stock. The brokerage based its call on a strong earnings outlook for the company.
For Q2 2026, UBS expects the airline operator to post EPS of $1.91, compared to internal guidance of $1 to $2 and Street projection of $1.70. This estimate ****** umes 16.2% revenue growth, 12.8% revenue per available seat mile, and 7% cost per available seat mile before fuel costs.
For Q3 2026, the brokerage projects EPS of $4.21 for United Airlines against the Street consensus of $2.80. It expects the company's revenue growth for Q3 to accelerate to 16.9% compared to 16.2% in Q2.
Pixabay/Public Domain
On June 23, UBS raised its price target on United Airlines Holdings Inc (NASDAQ:UAL) shares to $153 from $148 while keeping a Buy rating on the stock. The brokerage based its call on a strong earnings outlook for the company.
For Q2 2026, UBS expects the airline operator to post EPS of $1.91, compared to internal guidance of $1 to $2 and Street projection of $1.70. This estimate ****** umes 16.2% revenue growth, 12.8% revenue per available seat mile, and 7% cost per available seat mile before fuel costs.
For Q3 2026, the brokerage projects EPS of $4.21 for United Airlines against the Street consensus of $2.80. It expects the company's revenue growth for Q3 to accelerate to 16.9% compared to 16.2% in Q2.
2 months ago
The dollar index (DXY00) is up by +0.09% today. The dollar is supported by today's equity market slump, which has boosted liquidity demand for the currency. Also, higher crude oil prices today have pushed up inflation expectations and could persuade the Fed to keep monetary policy tight, a supportive factor for the dollar. In addition, the escalation of hostilities between the US and Iran has boosted demand for the dollar as a safe haven.
The US launched strikes against more than 80 targets in Iran in response to Iran attacking commercial shipping in the Strait of Hormuz. Also, President Trump said the ceasefire with Iran is over, raising the prospect of renewed hostilities in the region.
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Where is the Next Big Move in Platinum?
Dollar Firms on Stock Weakness and Hawkish Williams
The US launched strikes against more than 80 targets in Iran in response to Iran attacking commercial shipping in the Strait of Hormuz. Also, President Trump said the ceasefire with Iran is over, raising the prospect of renewed hostilities in the region.
Dollar Edges Up on Weak Stocks and Crude Oil Strength
Where is the Next Big Move in Platinum?
Dollar Firms on Stock Weakness and Hawkish Williams
2 months ago
Intel Corp. (NASDAQ:INTC) is one of the 10 Stocks Investors Are Running Away From.
Intel saw its share prices drop by 9.66 percent on Tuesday to close at $110.39 apiece, as investors resorted to profit-taking while trading sideways amid the lack of industry-related developments to boost buying appetite.
Year-to-date, the company has already jumped by 286 percent, thanks to the strong demand for semiconductors amid the artificial intelligence boom. This month alone, Intel Corp. (NASDAQ:INTC) has seen its stock price surge by 21.7 percent.
Intel Corp.'s headquarters, the Robert Noyce Building in Santa Clara, California. Photo from Intel Corp website
Despite Tuesday's drop, Intel Corp. (NASDAQ:INTC) currently holds a strong buy recommendation from multiple **** ysts, with HSBC alone doubling its price target for the stock to $200 from $100 previously.
Intel saw its share prices drop by 9.66 percent on Tuesday to close at $110.39 apiece, as investors resorted to profit-taking while trading sideways amid the lack of industry-related developments to boost buying appetite.
Year-to-date, the company has already jumped by 286 percent, thanks to the strong demand for semiconductors amid the artificial intelligence boom. This month alone, Intel Corp. (NASDAQ:INTC) has seen its stock price surge by 21.7 percent.
Intel Corp.'s headquarters, the Robert Noyce Building in Santa Clara, California. Photo from Intel Corp website
Despite Tuesday's drop, Intel Corp. (NASDAQ:INTC) currently holds a strong buy recommendation from multiple **** ysts, with HSBC alone doubling its price target for the stock to $200 from $100 previously.
2 months ago
Cloudflare Inc. (NYSE:NET) shares gained 3% on Tuesday after Scotiabank upgraded the stock to Sector Outperform from Sector Perform, citing growing confidence in the company's long-term position within AI infrastructure.
Analyst Patrick Colville also increased his price target to $300 from $225, pointing to several catalysts that could support stronger revenue growth in the coming quarters.
According to Scotiabank, Cloudflare's Workers platform is emerging as the preferred infrastructure for AI-generated, or "vibe coded", applications, including OpenAI Codex Sites and Lovable.
The broker believes this trend is not yet fully reflected in investor expectations and could become an increasingly important growth driver for the business.
"We upgrade our rating on the common shares of Cloudflare to Sector Outperform and lift our price target to $300," Colville commented. "After spending the past 4+ weeks doing a deeper dive on Cloudflare's opportunity, we feel convinced that the time is now to own NET as: (1) Workers is becoming the default infrastructure for vibe coded applications – including OpenAI Codex Sites and Lovable, a dynamic we think is underappreciated by investors; (2) Traffic trends, which typically precede revenue by 3 quarters are inflecting due to agentic AI and will set Cloudflare up nicely to beat and raise Street numbers by ~5pp in 2H26, (3) Cloudflare is winning the best of the best AI-native customers, which validates their architecture and provides a long runway for growth."
Analyst Patrick Colville also increased his price target to $300 from $225, pointing to several catalysts that could support stronger revenue growth in the coming quarters.
According to Scotiabank, Cloudflare's Workers platform is emerging as the preferred infrastructure for AI-generated, or "vibe coded", applications, including OpenAI Codex Sites and Lovable.
The broker believes this trend is not yet fully reflected in investor expectations and could become an increasingly important growth driver for the business.
"We upgrade our rating on the common shares of Cloudflare to Sector Outperform and lift our price target to $300," Colville commented. "After spending the past 4+ weeks doing a deeper dive on Cloudflare's opportunity, we feel convinced that the time is now to own NET as: (1) Workers is becoming the default infrastructure for vibe coded applications – including OpenAI Codex Sites and Lovable, a dynamic we think is underappreciated by investors; (2) Traffic trends, which typically precede revenue by 3 quarters are inflecting due to agentic AI and will set Cloudflare up nicely to beat and raise Street numbers by ~5pp in 2H26, (3) Cloudflare is winning the best of the best AI-native customers, which validates their architecture and provides a long runway for growth."
