On August 19, 2026, Moderna, Inc. (NASDAQ:MRNA) and Merck & Co., Inc. (NYSE:MRK) said that their personalized mRNA cancer vaccine, combined with Merck's Keytruda, met its main goals in a first-ever Phase 3 trial for melanoma. The news sent Moderna shares up as much as 177%, adding $44 billion to its market value, while Merck shares rose more than 12% to an all-time high.
This is the first personalized cancer vaccine to succeed at the late-stage trial level, a milestone Moderna has pursued for years after its Covid-19 vaccine business faded. The stock became the most shorted in the S&P 500.
Does this trial genuinely validate personalized cancer vaccines as a new class of medicine, or is the market's reaction running ahead of data the companies haven't even fully released yet?
Breakthrough Results vs. Unreleased Data: The Moderna Debate
The combination, involving Moderna, Inc. (NASDAQ:MRNA)'s vaccine intismeran autogene and Merck & Co., Inc. (NYSE:MRK)'s Keytruda, extended the time patients lived without their melanoma returning. It reduced the risk of cancer spreading, building on earlier data showing a 49% reduction in recurrence or death risk and a 59% reduction in distant metastasis risk compared with Keytruda alone. Moderna CEO Stéphane Bancel called it validation of "an entirely new class of medicine." TD Cowen ******* ysts called it "a landmark moment" and expect regulatory approval as soon as next year. Even after the surge, Moderna trades at less than a third of its 2021 peak. Rezilient Health's Dr. Danish Nagda argued the platform remains undervalued given the potential to extend the approach to other cancers.

#vaccine #personalized #trial

On August 19, 2026, Moderna, Inc. (NASDAQ:MRNA) and Merck & Co., Inc. (NYSE:MRK) said their personalized melanoma vaccine, intismeran, combined with Merck's Keytruda, met its goals in a Phase 3 trial of 1,137 patients. It reduced the risk of cancer recurrence and spread compared with Keytruda alone, Reuters reported.
It is the first positive late-stage trial result for an mRNA cancer vaccine. Merck's Jane Healy called the result a "clinically meaningful improvement," and said it was well tolerated, CNBC reported.
Both companies' shares rose on the news. Full data will be presented at an upcoming medical meeting alongside regulatory filing discussions. The companies are already running additional trials of the same vaccine-Keytruda combination in lung, bladder, kidney, pancreatic, and stomach cancers.
For Moderna, Inc. (NASDAQ:MRNA), this is proof that its mRNA platform works beyond vaccines for infectious disease. A positive Phase 3 readout validates years of personalized cancer vaccine development. It gives Moderna a genuine second growth pillar alongside its COVID business, one built on technology the company already knows how to manufacture and scale.
For Merck & Co., Inc. (NYSE:MRK), the result extends Keytruda's competitive life at a critical moment. Pairing Keytruda with a personalized vaccine gives Merck a differentiated, harder-to-copy combination therapy just as Keytruda itself approaches patent expiration later this decade. Hence, it protects franchise revenue through a next-generation product rather than the drug alone.

#result #NYSE

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Coca-Cola's "Fan Work Is Thirsty Work" platform is returning for fall football season with a campaign spanning TV ads, social content, personalized packaging and a new fantasy sports integration, according to a press release.
For its social-first approach, ***** e will work with creators at partner colleges around the country to produce content around events like games and tailgates. The soft drink marketer is also undertaking a 74-stop tour to bring locally inspired experiences to campuses.
The news marks ***** e's first tie-up with Yahoo Sports College Fantasy Football as the brand seeks to engage people who track their teams' performance throughout the season. ***** e's sports marketing bets so far this year, including extensive World Cup activations, have helped generate engagement and deepen customer insights, the company has said.
After a brief respite following World Cup mania, ***** e is again revving up its sports marketing engine as attention turns toward American football and the back-to-school rush. The beverage giant is updating its "Fan Work Is Thirsty Work" platform, with a spotlight on social-first creator content, fantasy sports and personalized experiences tailored to an array of colleges and teams, including during the Coca-Cola Bowl Season schedule.

#work #season #content #first

With a market cap of $33.5 billion, ResMed Inc. (RMD) is a global health technology company that develops innovative solutions to help people live healthier, happier lives through better sleep and breathing. Operating across 140 countries, the company combines AI-powered digital health solutions, cloud-connected devices, and intelligent software to make home healthcare more personalized, accessible, and effective.
Shares of the San Diego, California-based company have underperformed the broader market over the past 52 weeks. RMD stock has decreased 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained 19.3%. Moreover, the stock has fallen 3.6% on a YTD basis, compared to SPX's 12.2% return.
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IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.

#Stock #quantum #better

Merck & Co., Inc. (NYSE:MRK) jumped 12.6% to a record $152.20 on August 19 after a pivotal melanoma trial validated intismeran autogene, the individualized mRNA cancer therapy developed with Moderna. In the 1,137-patient Phase 3 INTerpath-001 study, intismeran plus Keytruda produced statistically significant and clinically meaningful improvements in recurrence-free survival and distant-metastasis-free survival compared with Keytruda alone. No new safety concerns emerged. Investors are now asking whether intismeran can turn Keytruda from a drug approaching a patent cliff into the foundation of a personalized-cancer platform.
That distinction matters because Merck & Co., Inc. (NYSE:MRK) generated $31.68 billion from Keytruda and Keytruda Qlex in 2025, nearly half of the company's sales. In the U.S., biosimilar competition could begin after Keytruda's primary compound patent expires in December 2028, although biosimilars have already entered some smaller international markets. A successful combination could support continued use of the franchise without removing the need for other growth engines.
The bullish case for Merck & Co., Inc. (NYSE:MRK) is that intismeran adds a personalized immune response to a checkpoint inhibitor already embedded across oncology. The treatment is designed from the unique mutations in each patient's tumor and encodes as many as 34 neoantigens, training the immune system to recognize tumor cells while Keytruda removes a brake on the immune response.
Earlier Phase 2b data showed a 49% reduction in the risk of recurrence or death and a 59% reduction in distant metastasis or death at five years. Phase 3 confirmation makes the approach more credible for Merck & Co., Inc. (NYSE:MRK) beyond melanoma. The company is also studying intismeran combinations in non-small cell lung, bladder and renal-cell cancers. Success across several tumor types could create a portfolio of Keytruda combinations rather than a single indication.
That would give Merck & Co., Inc. (NYSE:MRK) another lifecycle-management tool alongside Keytruda Qlex and newer oncology ***** ets. It also strengthens the argument that Keytruda can remain commercially relevant after standalone pembrolizumab faces lower-priced competition.

#NYSE #tumor #cancer

Biotech stocks had already been gaining ground before this week's news. In June, the iShares Nasdaq Biotechnology ETF (IBB) traded just 1.47% below its 52-week high after moving sideways since November.
Then, Moderna (MRNA) surged more than 176%, while Merck (MRK) gained over 12%, after their personalized mRNA cancer vaccine reduced melanoma recurrence in a late-stage trial. The INTerpath-001 study included 1,137 high-risk melanoma patients and delivered the first successful Phase 3 result for an individualized mRNA neoantigen therapy.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#week #Biotech #june #NASDAQ

Headquartered in Des Moines, Iowa, Principal Financial Group, Inc. (PFG) is a global financial services company providing retirement plans, employee benefits, investment management, and financial solutions. With a market capitalization of $23.7 billion, the company helps individuals and businesses build wealth, prepare for retirement, manage investments, and achieve long-term financial goals through personalized products and expertise.
Shares of this leading financial services company have considerably outperformed the broader market over the past year. PFG has gained 40.8% over this period, while the broader S&P 500 Index ($SPX) has climbed nearly 20.5%. Likewise, the stock has continued to outperform the index in 2026, rising 25.6% year-to-date, compared with the S&P 500's 12.1% gain over the same period.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock

#company #index #Services #market

Aug 25 (Reuters) - Bristol Myers Squibb has ended its partnership with cell therapy startup Cellares to expand the ‌manufacturing of its personalized blood cancer therapy, a company ‌spokesperson told Reuters on Tuesday.
Bristol Myers determined that Cellares' cell therapy manufacturing platform, Cell Shuttle, could not meet the requirements to make its CAR-T therapy, Breyanzi, at commercial scale, the spokesperson said. Cellares did not immediately respond to a Reuters request for comment.
The development underscores ‌the challenges of manufacturing ⁠CAR-T therapies, a personalized form of cancer treatment that has transformed care for some blood cancer patients ⁠but remains difficult and expensive to produce.
Breyanzi, first approved by the U.S. FDA in 2021, is used to treat lymphoma and other blood cancers. It generated $1.36 billion in sales in 2025.
Endpoints News first ‌reported the development earlier in the day.

#cancer #breyanzi

The newest Harvard Business School professor never sleeps, can hear the same pitch 50 times and technically isn't an instructor at all.
The school is now putting AI versions of its faculty to work in a $699 online startup bootcamp, where aspiring founders can rehearse investor pitches, sales calls, and board meetings—all with AI clones of Harvard instructors. They can even test their pitches with an AI avatar repeatedly before a real meeting.
The eight-week program is part of HBS Foundry, which Harvard describes as an "AI-native digital workspace" for entrepreneurs. The startup bootcamp is equipped with "personalized AI mentorship modeled on Harvard Business School faculty" alongside live sessions with experts, culminating with an opportunity to pitch to investors for $100,000. So far, 760 founders have participated in the bootcamp, according to a Harvard spokesperson.
"The idea for the AI experiences came from founders themselves, who wanted opportunities to practice and be challenged before getting in front of mentors and investors, so those conversations could be even more meaningful," Kat Rings, Foundry's director, told Fortune.
The "clones" include seven HBS professors and senior lecturers with backgrounds spanning venture capital, business-model design, board dynamics and startup strategy. Their participation was voluntary, with the program having dedicated interviews and recording sessions, testing and ongoing faculty feedback as part of the process.

#Startup #pitch

Interested in Eli Lilly and Company? Here are five stocks we like better.
Moderna's mRNA cancer vaccine, developed with Merck, succeeded in a late-stage melanoma trial, sending shares up 177% and boosting the broader biotech sector.
Eli Lilly, the world's largest pharmaceutical company, is nearing a 52-week high driven by its GLP-1 franchise and new oral-drug pipeline catalyst.
Natera has surged over 40% year to date on accelerating revenue growth and **** yst support, though its rich valuation reflects a momentum-driven growth profile.
The biotech sector just got the kind of catalyst that can define a cycle. On Wednesday, Moderna (NASDAQ: MRNA) stunned the market when its personalized mRNA cancer vaccine, developed with Merck (NYSE: MRK), became the first such therapy to succeed in a late-stage trial, reducing the risk of melanoma recurrence.

#lilly #company #cancer

You can now try the first three rounds of Instant Mock Drafts for free.
Practice with your league's settings and experience premium draft tools like Draft Scout, which provides personalized draft recommendations, and Expert Draft Filters, which let you draft alongside your favorite Yahoo Fantasy experts — all before subscribing to Fantasy Plus.
Your free trial of Instant Mock Drafts awaits. (Photo by Taylar Sievert/Yahoo Sports)
What's new?
Mock the first three rounds of your draft for free.

#free #instant #practice

Moderna, the American pharma company that became popular for its COVID vaccine, has spent three days trading like a meme stock. Shares exploded 177% on Wednesday after its personalized mRNA cancer vaccine with Merck succeeded in a Phase 3 melanoma trial, adding roughly $30 billion in market value in a single session.
Heavy short covering helped turn a major clinical breakthrough into an extraordinary market move. Then came the whiplash. Moderna fell 23.6% on Thursday, before buyers rushed back on Friday.
Even after the violent pullback and another volatile session, Moderna was still up more than 140% for the week. BeInCrypto ******* ysts now looked at three other US stocks that could potentially have a similar setup.
Moderna's day began with a collapse and a recovery, and Intel has both, sinking to $21.81 before quadrupling to $92.80 in a year, even as chip leaders wobbled.
Its Q2 revenue grew 25.4%, the best in 15 years, and CEO Lip-Bu Tan just put $10 million into the stock at $95 per share.

#shares

By Christy Santhosh and Shashwat Chauhan
Aug 19 (Reuters) - Moderna shares more than doubled on Wednesday, adding about $30 billion to its market value, after promising late-stage data on its personalized mRNA cancer ‌therapy developed with Merck sent investors piling into the stock.
The therapy is central to Moderna's ‌efforts to prove that its mRNA technology can succeed beyond its COVID-19 vaccine franchise and infectious disease shots, as it seeks to build a more durable revenue base. The company recently added a flu vaccine to its portfolio and is advancing experimental vaccines for conditions including norovirus and Lyme disease.
Analysts had noted the cancer vaccine data could be an important catalyst for the company and potentially strengthen investor sentiment.
"A successful trial gives investors stronger evidence that mRNA technology can ‌have a meaningful future beyond infectious diseases," ⁠said Lale Akoner, global market strategist for eToro.

#market #cancer #Therapy #investors

CHICAGO, Aug 19 (Reuters) - Merck and Moderna's success with a personalized cancer vaccine designed to keep melanoma at bay opens a new avenue of treatment that doctors hope will work against many types of tumors.
Unlike chemotherapy, which kills both healthy and cancerous cells, or immunotherapy, which revs up the immune system, personalized cancer ‌vaccines train the immune system to specifically target mutations found only on a person's tumor.
Merck and Moderna said on Wednesday their vaccine helped prevent the return and spread of ‌disease in a large trial involving more than 1,000 melanoma patients. They had localized tumors that were removed surgically, but had a high risk of recurrence. Moderna expects that thousands of melanoma patients could benefit within the first few years of approval.
"It is a big deal for the field in general," said Dr. Ryan Sullivan, director of the Center for Melanoma at Mass General Brigham Cancer Institute. "With this positive study, there is hope (and likely investment to follow) that these approaches may change the way we treat cancer more broadly."
The trial result is "a monumental leap forward," validating mRNA technology as a cancer treatment, said Dr. Julie Gralow, chief medical officer of the American Society of Clinical Oncology.

#cancer #merck #general

It's the day after one of the surprise healthcare stories of 2026.
Moderna (MRNA) shares fell 20% in early trading on Thursday after a stunning 177% gain yesterday on news that the biotech and partner Merck (MRK) notched a big breakthrough in the fight against cancer.
The pair announced that their personalized mRNA cancer vaccine — called intismeran — successfully hit its primary goal in a Phase 3 late-stage trial, demonstrating a meaningful reduction in melanoma recurrence in patients who had already had their tumors surgically removed.
The trial compared using intismeran alongside Merck's well-known immunotherapy drug Keytruda against using Keytruda alone. Patients who received the combination lived meaningfully longer without their cancer returning or spreading.
"It's a home run, maybe even a grand slam," Dr. Ezekiel Emanuel said on Yahoo Finance (video above). "The results are pretty amazing."

#patients

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The next time you're looking for a new couch, you wouldn't just buy the first one you see, would you?
Well, the same goes for life insurance. The last thing you want to do is click on the first policy you see and sign the contract, not for something as important as safeguarding your loved ones' financial future. That's why you'll want to shop around and compare life insurance quotes before you make a final decision. We'll walk you through how to do just that.
A life insurance quote is basically an estimate of the amount you'll pay on a monthly or annual basis for a specific life insurance policy. These quotes aren't set in stone, but they will give you a personalized preview of your policy's costs based on several factors, including the amount of coverage you want, your age, and your overall health and lifestyle.
The price of life insurance premiums for the same amount of coverage can sometimes vary significantly from company to company, so it makes sense to get quotes from several insurers before buying a policy.

#policy

Amazon's (AMZN) retail boss has a simple way of explaining where online shopping is headed. Doug Herrington, CEO of Amazon's Worldwide Stores, keeps a Sears catalog from around 1910 in his office. It held roughly 20,000 items, and to buy something, you wrote down a number and mailed in an order form. The point he makes with it is that every way of shopping eventually hits a ceiling. The catalog gave way to the search bar, and now, he argues, the search bar is giving way to conversation.
That shift is Amazon's push into conversational AI, offered to shoppers as Alexa for Shopping. Instead of typing keywords and scrolling through listings, customers can ask a question in plain language and get a personalized answer they can buy from directly. Simple questions are answered instantly, like checking when your latest order will arrive. But it's built for more complex questions too. Ask it to compare two types of blenders, and it weighs the options for you, then points to one that suits your kitchen and how you cook. Herrington stated that you can go even further. He described snapping a photo of his fridge and asking Alexa for Shopping to suggest a weekly grocery order. It managed to build a list by working out that he cooks for two and prefers fresh food.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Silver Price Predictions: Why Citi **** ysts See Silver Prices Soaring to $90 Soon
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?

#options

Jackie R. Jacobson and Sasha Solonin celebrated their wedding with a three-day event at Four Seasons Westlake Village
The couple incorporated modern Jewish traditions and personalized details, including a custom Leah Da Gloria gown and handwritten vows
Guests enjoyed a lavish reception with a four-course dinner, a champagne chiffon cake, and a combined first dance and father-daughter dance
Jackie R. Jacobson and Sasha Solonin are married!
The Malibu Rescue actress, 24, tied the knot with her longtime partner, 30, on Saturday, Aug. 15 at the Four Seasons Westlake Village in Westlake Village, Calif. The two tell PEOPLE they wanted their special day to feel "timeless yet elevated," in a celebration that was both "modern and deeply romantic."

#jacobson

A Virginia man's anti-police license plate is at the center of what could be a landmark First Amendment case, following a federal appeals court ruling in his favor last month.
Virginia motorist Curtis M. Whateley says he has a free speech right to keep his customized license plate, which reads "FTP&ATF," an abbreviation that foul-mouthed puzzle-solvers will decipher as "Fuck the police and the Bureau of Alcohol, Tobacco, and Firearms." The State of Virginia argues that it has the right to revoke Whateley's plate because license plates are government-owned, not a public soapbox. The state says it's going to take its case to the Supreme Court.
The case highlights a niche, often amusing, but still consequential issue in First Amendment law: whether a vanity license plate is private or government speech.
The U.S. Supreme Court ruled in 2015 that Texas could deny a group's application for a specialty license plate design showing the Confederate flag. Most U.S. district courts and state courts interpreting the decision have held that, while government-run vanity plate programs are a nonpublic forum, the specific character combination of the plate is private speech, which restricts the government from censorship based on viewpoint.
But until the U.S. Court of Appeals for the 4th Circuit issued an opinion on Whateley's case on July 31, no federal appeals court had ruled on the matter, according to the American Civil Liberties Union of Virginia (ACLU-VA), which is representing Whateley. The three-judge panel unanimously found Virginia's personalized license plate messages are private speech subject to First Amendment protection.

#first #amendment #case

SUNRISE, Fla. — From little league football to the national championship, Linda Fletcher has never missed one of her son's games.
She is always in the stands when her son, Mark Fletcher Jr., takes the field for the Hurricanes. But she is afraid of flying, so Fletcher has spent the past three years driving to each UM game, whether that means a short trip from her Broward County home to Hard Rock Stadium or a cross-country trip to California's Bay Area in a rental car.
"That was a really big deal, coming from Fort Lauderdale," Fletcher said. "I had never been to California before. And then now it's like, I've been to Texas so many times, I could drive there with my eyes closed. But, yeah, all those trips, we have made it very fun."
This year, Fletcher and her family will be traveling in style. She teamed with Miami legend Michael Irvin's production company, Playmaker Production Group, which gifted her a personalized RV in connection with Fun Town RV. She will get to drive the new RV to each of the Hurricanes' games this year as part of their new web series, "Fetching Fletchers."
Fletcher said she flagged down Irvin when he was on the sideline at a Miami game last year. They talked about her travels, and she said it would only be better if she had an RV. Luckily for her, Irvin knew the owner of the RV company.

#fletcher #year #games #trip

The days before your draft can be chaotic … invites to send, settings to finalize, prep to squeeze in. This year, we've put all the things you need in one place.
Introducing the Draft tab, a new pre-draft destination that gives you a clear, actionable hub for everything leading up to draft day. It surfaces your draft countdown, mock draft entry points, commissioner reminders, quick access to league settings and personalized draft prep, all in one spot.
Join or create a Yahoo Fantasy Football league for the 2026 NFL season
For both commissioners and league members, the Draft tab makes it easy to knock out pre-draft tasks earlier, invite more friends and follow a guided checklist so nothing slips through the cracks. It's also where you'll find integrated mock drafts and draft kit access to sharpen your prep.
Before your draft, the Draft tab will appear first in your team's sub-navigation. After you've drafted, you'll see the Matchup tab where you can follow your matchups each week.

#mock #you 'll

After leading the Bulldogs to their first state championship appearance, St. Ursula quarterback Penelope Bolinger has been named the 2026 Bengals Girls Flag Football Player of the Year.
The Cincinnati Bengals honored Bolinger in a ceremony during halftime of their preseason opener on Aug. 13, 2026. She was surprised with a personalized Bengals jersey to commemorate the accomplishment. Bolinger was joined by the rest of the Bulldogs flag football team to celebrate.
Bolinger, a 2026 St. Ursula graduate, was one of the top quarterbacks in the state last season. She finished the year ranked No. 1 in Ohio by MaxPreps with 312 completions for 3,394 passing yards and 61 touchdowns. St. Ursula's team captain was also named to the Enquirer's all-city first team. The Bulldogs finished as runners-up in the Cincinnati regional tournament at Paycor Stadium, earning a trip to the Ohio High School Athletic ***** ociation's first sanctioned tournament.
Bolinger was a dedicated multisport athlete and leader at St. Ursula. She helped the Bulldogs win the Division II state volleyball ***** le in 2024 and committed to continue her volleyball career at Wittenberg University. Bolinger volunteered over 25 hours at youth flag football camps, mentoring fifth through eighth grade athletes and helping grow the nascent sport. She also graduated with a 3.8 GPA.
After the award presentation, Bolinger took the field one final time as St. Ursula competed against Mount Notre Dame and Badin during halftime. The exhibitions are part of the Bengals commitment to growing the sport; the NFL franchise also provides local schools with equipment and training and hosts the annual regional tournament at Paycor Stadium.

#flag #first

Hims & Hers Health, Inc. (NYSE:HIMS) shares fell over 6% in extended trading on August 10 after the telehealth company delivered another quarter of rapid growth alongside sharply weaker profitability. Revenue rose 38% year over year to $753.2 million, subscribers increased 19% to 2.89 million, and Monthly Revenue per Average Subscriber climbed 21% to $92. The company also raised its full-year revenue outlook to $3.1 billion to $3.3 billion from $2.8 billion to $3.0 billion.
The earnings line told a different story. Hims reported an $86.3 million net loss, equal to 37 cents per share, compared with a $42.5 million profit a year earlier. ****** ysts surveyed by LSEG had expected a loss of just 1 cent per share. Gross margin fell to 64% from 76%.
The market is no longer asking whether Hims & Hers Health, Inc. (NYSE:HIMS) can attract weight-loss customers. The branded GLP-1 pivot has already answered that question. The issue is whether those customers, international expansion, and personalized care can eventually replace the unusually attractive economics of compounded treatments.
The strongest part of the quarter was that demand survived a major change in the product model.
In March, Hims expanded its branded weight-loss ****** ortment through an agreement with Novo Nordisk and stopped broadly advertising compounded GLP-1 drugs. That could have created a deep revenue gap. Instead, management said the branded shift was a key driver of renewed domestic growth. U.S. revenue increased 16% year over year to $621.8 million.

#year #revenue #billion

Apple (NASDAQ:AAPL) shares are in the red today amid reports that rising memory costs could result in higher prices for the iPhone 18, while a Jefferies report indicated disappointing prospects for an all-glass iPhone. However, Gene Munster, managing partner at Deepwater ***** et Management, said in a recent program on CNBC that he still feels good about Apple and remains bullish on the stock.
Munster believes a potential increase in iPhone prices could actually help boost Apple's revenue growth, with limited impact on demand. At the core of his argument is his expectation of a strong upgrade cycle for Apple's iPhone business, which he believes could drive higher sales over the next several quarters. He also sees a broader consumer hardware upgrade cycle driven by personalized AI beginning around 2027, which he believes could create another major growth opportunity for Apple.
"There's going to be a massive upgrade cycle around consumer hardware," Munster said. "That's probably going to start 27 mid to late 27 and probably go for a few years. And that's based on personalized AI. That's going to do inference on device that's going to benefit Apple, that's going to benefit other hardware makers. And so when you put this together, I think shares are undervalued. And I think we're going to see a strong next 12 months."
Not all is good for Apple. The stock trades at around 35x forward earnings while growth is decelerating. Revenue growth is expected to fall back to single digits in FY27 once the current upgrade cycle matures. Q4 guidance already shows the slowdown starting, with revenue growth of 9% to 11% versus 16% in Q3. That makes Apple the slowest grower in the Magnificent Seven outside Tesla, yet it trades at the highest multiple. Meta grows over 20% at roughly 19x forward earnings. Alphabet trades at 18x. Amazon at 23x. Microsoft at 25x. Apple is at 35x.
Apple is losing the AI race and outsourcing its way through it. The new Siri runs on Google's Gemini model. Apple reportedly pays around $1 billion a year for it. Microsoft, Alphabet, and Amazon have ways to monetize their cloud platforms. Apple is renting intelligence from a direct competitor and has no clear way to make money off it.

#going #upgrade #around #believes

Miivo AI (TSX-V:MIVO) has highlighted growth in users, recurring revenue and product offerings in the first half of 2026 following the launch of three AI products aimed at helping businesses automate functions including financial ***** ysis, lead generation and customer insights.
The company said it acquired more than 3,000 users during the six-month period, while average subscriber time spent on its platform increased significantly. Miivo also said it has helped businesses increase sales and acquire new customers, while expanding its base of recurring-revenue customers.
The company launched its Business Intelligence product, which integrates with accounting software to provide real-time dashboards covering revenue, cash flow, margins, operational performance and key performance indicators. The product also identifies potential risks and recommends actions aimed at improving profitability.
Its AI Lead Generation product identifies potential business-to-business customers, scores prospects against an ideal customer profile, enriches contact information, drafts personalized outreach emails and tracks campaigns.
Miivo also launched Reputation & Customer Insights, which monitors reviews and mentions across platforms including Google Reviews, Instagram and Reddit. The product ***** yzes customer sentiment, generates AI-written response drafts for businesses to review and publish, and provides internal recommendations based on customer feedback.

#product #revenue #customers #Insights

Digital advertising spending in 2026 is expected to expand unevenly. According to the IAB's 2026 Outlook Study, overall US ad spend is projected to grow by 9.5% this year, with social media advertising growing 14.6%, well outperforming the broader industry. However, growth is not evenly spread across advertiser sizes, with larger consumer firms lowering marketing expenditure as one of the fastest ways to maintain profitability amid wary consumers and narrowing margins.
That's the backdrop in which Reddit, Inc. (NYSE:RDDT) is placing a significant bet: while the biggest social platforms compete for the same narrowing pool of massive brand advertisers, Reddit is slowly opening the door to small and medium-sized businesses that couldn't previously manage the cost of creating a personalized ad campaign.
That shift became clear when Reddit, Inc. (NYSE:RDDT) released a beta version of Reddit Community Intelligence on July 10, an AI-powered, free-form ad generator that provides advertisers with AI-generated creative recommendations customized to certain communities instead of forcing them to start from scratch. The tool is deliberately designed to make campaign creation easier for advertisers targeting community-specific audiences, which have traditionally found platform advertising too resource-intensive to bother with.
Wall Street research desks realized the structural significance of the self-service shift. On July 13, Citizens ***** yst Andrew Boone confirmed his Market Outperform rating and $240 price target for Reddit, Inc. (NYSE:RDDT), citing automated self-service technologies as a key revenue driver. Boone emphasized that lowering friction for smaller advertisers enables Reddit to capture previously untapped performance budgets, resulting in long-term, lower-funnel revenue streams.
Crucially, Reddit's advertising momentum was accelerating even before the Community Intelligence tool shipped. On July 10, Jefferies, drawing on conversations with agencies, added that Reddit, Inc. (NYSE:RDDT) continued to gain share in social media advertising through the second quarter. Agencies said that this was due to the platform's large and growing audience, growing reach, and more personalized targeting, a read that preceded the Community Intelligence launch and shows the platform was already winning before the tool even shipped.

#rddt #advertising #growing

With a market cap of $36.2 billion, Expedia Group, Inc. (EXPE) is a leading global travel marketplace dedicated to helping people explore the world through seamless and personalized travel experiences. Powered by trusted brands such as Expedia, Hotels.com, and Vrbo, the company connects travelers, partners, and advertisers across more than 70 countries through innovative technology and a robust travel ecosystem.
Shares of the Seattle, Washington-based company have outpaced the broader market over the past 52 weeks. EXPE stock has climbed 58% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 16.3%. However, shares of the company are up 4.4% on a YTD basis, lagging behind SPX's 8.5% return.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
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#Stock #expedia #broader #group

Saudi Arabia's AI champion HUMAIN has signed its first sports sponsorship, partnering with Al Nassr, the Riyadh soccer club where superstar Cristiano Ronaldo plays, as it looks to integrate its AI offerings into the team.
The agreement will see HUMAIN's logo on Al Nassr's jerseys and new training center. HUMAIN also plans to deploy its sports technology unit and its interactive entertainment platform at the club.
HUMAIN aims to use the sponsorship deal to "go beyond the traditional sponsorship model," chief executive Tariq Amin said. "Together, we'll look at how solutions such as HUMAIN Sport and HUMAIN Create can help shape the next generation of fan engagement, from more personalized digital experiences to new forms of AI-powered content.
HUMAIN declined to comment on the financial details of the deal.
The sponsorship is also expected to provide a financial boost for Al Nassr. The club — which, like HUMAIN, is owned by Saudi Arabia's Public Investment Fund — is reported to have more than $200 million in debt, complicating efforts to sign new players this summer.

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Generative artificial intelligence capabilities added to Bank of America's EricaAssist, an AI agent built to aid employees in their interactions with customers, now allow it to make recommendations in real time, the bank said Tuesday.
The Charlotte, North Carolina-based lender said the enhancements will provide personalized guidance within a few seconds, addressing customer needs more quickly.
"It's really about helping our employees better serve the clients and do it more efficiently and effectively," said Ashley Ross, head of consumer client experience and business transformation at BofA, in an interview. "Anything that makes the engagement smoother for our clients and our ****** ociates is a win."
While Erica is BofA's customer-facing AI-powered virtual ****** istant, EricaAssist is used by about 18,000 bank customer service employees as they interact with clients.

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