5 days ago
CoreWeave (NASDAQ: CRWV) stock was rocked on Thursday. The artificial intelligence (AI) cloud company's shares closed down more than 5% on news of two fundraising measures it announced that morning.
CoreWeave announced an at-the-market (ATM) issue of its publicly traded Class A common stock. Up to 35 million shares are to be sold in a public offering by a large syndicate of sales agents.
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 company said it will use its share of the proceeds "to provide ongoing financing flexibility and to support CoreWeave's objective of migrating its enterprise credit profile toward investment grade."
The company also announced an issue of convertible senior notes. It will float $3 billion worth of the securities, which mature in 2033 if not converted, in a private offering. The company intends to offer the initial purchasers of the note up to a total of $500 million in additional aggregate principal amount of notes.
#shares
CoreWeave announced an at-the-market (ATM) issue of its publicly traded Class A common stock. Up to 35 million shares are to be sold in a public offering by a large syndicate of sales agents.
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 company said it will use its share of the proceeds "to provide ongoing financing flexibility and to support CoreWeave's objective of migrating its enterprise credit profile toward investment grade."
The company also announced an issue of convertible senior notes. It will float $3 billion worth of the securities, which mature in 2033 if not converted, in a private offering. The company intends to offer the initial purchasers of the note up to a total of $500 million in additional aggregate principal amount of notes.
#shares
7 days ago
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Dallas, Tarrant, and Collin county records show 1,197 commercial and multifamily loans totaling $13.3 billion maturing over the next 12 months, with another $12.5 billion in loans already past their maturity date.
Only 3 of the 1,197 forward-maturing loans carry a recorded distress filing, underscoring how little of the real risk shows up in public records before a loan actually fails.
The wall stems from two colliding loan vintages: roughly $4.3 billion in 2016-2017 peak-era loans and $2.6 billion in short-term bridge debt originated since 2025.
DFW loan maturities over the next 12 months total $13.3 billion, according to a county-by-county read of deed of trust records by Circlemark. That's on top of $12.5 billion in loans that have already passed their stated maturity date and remain open. Circlemark, which reads scanned county clerk instruments rather than relying on servicer-reported data, calls its own $13.3 billion figure a floor, not a ceiling.
#records
Dallas, Tarrant, and Collin county records show 1,197 commercial and multifamily loans totaling $13.3 billion maturing over the next 12 months, with another $12.5 billion in loans already past their maturity date.
Only 3 of the 1,197 forward-maturing loans carry a recorded distress filing, underscoring how little of the real risk shows up in public records before a loan actually fails.
The wall stems from two colliding loan vintages: roughly $4.3 billion in 2016-2017 peak-era loans and $2.6 billion in short-term bridge debt originated since 2025.
DFW loan maturities over the next 12 months total $13.3 billion, according to a county-by-county read of deed of trust records by Circlemark. That's on top of $12.5 billion in loans that have already passed their stated maturity date and remain open. Circlemark, which reads scanned county clerk instruments rather than relying on servicer-reported data, calls its own $13.3 billion figure a floor, not a ceiling.
#records
10 days ago
Broadcom's AI revenue surged 221% year over year with a forward P/E of 19, making it cheaper than Nvidia despite a similar growth trajectory.
TSMC revenue rose 53% year over year at a forward P/E of 20, and Dell booked a record $61B in AI orders last quarter.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
On a recent Earn Your Leisure episode, hosts Troy Millings and Rashaad Bilal split openly on where the next dollar of AI value accrues. Millings argued for names outside the Magnificent 7 and made Broadcom's custom accelerator business the centerpiece of the case. Bilal countered that "you have to go with the people who are on the leaderboard," naming Taiwan Semiconductor (NYSE:TSM), Nvidia (NASDAQ:NVDA), Micron (NASDAQ:MU), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and the Nasdaq 100.
I find Millings the more persuasive of the two. Broadcom (NASDAQ:AVGO) posted AI semiconductor revenue of $16.7 billion in the third quarter of fiscal 2026, up 221% year over year, and guided the fourth quarter to $21.7 billion, up 236%. On the earnings call, Hock Tan sketched a trajectory to roughly $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
#NVIDIA #billion #enter
TSMC revenue rose 53% year over year at a forward P/E of 20, and Dell booked a record $61B in AI orders last quarter.
Just released. Our ******* ysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn't make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.
On a recent Earn Your Leisure episode, hosts Troy Millings and Rashaad Bilal split openly on where the next dollar of AI value accrues. Millings argued for names outside the Magnificent 7 and made Broadcom's custom accelerator business the centerpiece of the case. Bilal countered that "you have to go with the people who are on the leaderboard," naming Taiwan Semiconductor (NYSE:TSM), Nvidia (NASDAQ:NVDA), Micron (NASDAQ:MU), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOG, NASDAQ:GOOGL), Microsoft (NASDAQ:MSFT), and the Nasdaq 100.
I find Millings the more persuasive of the two. Broadcom (NASDAQ:AVGO) posted AI semiconductor revenue of $16.7 billion in the third quarter of fiscal 2026, up 221% year over year, and guided the fourth quarter to $21.7 billion, up 236%. On the earnings call, Hock Tan sketched a trajectory to roughly $115 billion in fiscal 2027 and $230 billion in fiscal 2028.
#NVIDIA #billion #enter
16 days ago
The decision will see the planned closure of Cone Denim's Jiaxing facility in Zhejiang province, marking a major step in its ongoing strategic transformation.
Cone Denim says the withdrawal follows a "comprehensive review" of its manufacturing footprint, the global denim market and changes in customer sourcing needs.
Recent changes in global trade, evolving customer strategies, cost pressures, supply chain considerations and broader geopolitical circumstances all contributed to the determination to curtail denim production in China.
Cone Denim president Steve Maggard explained: "We are positioning Cone Denim for its next chapter of success, with a clear priority to continue delivering for our customers with the quality, innovation, reliability, and service that have defined Cone Denim for generations.
"Closing the China facility was a difficult but necessary decision as we position Cone Denim for long-term competitiveness in a changing global market. While this marks a significant change in our manufacturing network, our commitment to serving customers remains unchanged, and we are committed to supporting our customers, employees, suppliers, and local stakeholders through this transition with transparency, care, and disciplined execution."
#global #changes
Cone Denim says the withdrawal follows a "comprehensive review" of its manufacturing footprint, the global denim market and changes in customer sourcing needs.
Recent changes in global trade, evolving customer strategies, cost pressures, supply chain considerations and broader geopolitical circumstances all contributed to the determination to curtail denim production in China.
Cone Denim president Steve Maggard explained: "We are positioning Cone Denim for its next chapter of success, with a clear priority to continue delivering for our customers with the quality, innovation, reliability, and service that have defined Cone Denim for generations.
"Closing the China facility was a difficult but necessary decision as we position Cone Denim for long-term competitiveness in a changing global market. While this marks a significant change in our manufacturing network, our commitment to serving customers remains unchanged, and we are committed to supporting our customers, employees, suppliers, and local stakeholders through this transition with transparency, care, and disciplined execution."
#global #changes
19 days ago
23 days ago
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Capital One provides high-quality credit cards with solid rewards and benefits for various situations. Consider Capital One if you're looking to earn cash back or travel rewards, or if you want to take advantage of a 0% introductory APR offer.
(best 0% APR, balance transfer, and cash back)
Why we like it: The Capital One Savor is the highest-rated Capital One card in our cash back, 0% APR, and balance transfer categories, making it the best overall choice for Capital One credit cards. Not many cash-back cards — from any card issuer — can compete with the Capital One Savor's high rewards rate and $0 annual fee.
Read our full Capital One Savor Cash Rewards review
#capital #savor #credit #balance
Capital One provides high-quality credit cards with solid rewards and benefits for various situations. Consider Capital One if you're looking to earn cash back or travel rewards, or if you want to take advantage of a 0% introductory APR offer.
(best 0% APR, balance transfer, and cash back)
Why we like it: The Capital One Savor is the highest-rated Capital One card in our cash back, 0% APR, and balance transfer categories, making it the best overall choice for Capital One credit cards. Not many cash-back cards — from any card issuer — can compete with the Capital One Savor's high rewards rate and $0 annual fee.
Read our full Capital One Savor Cash Rewards review
#capital #savor #credit #balance
29 days ago
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Donald Trump's self-appointed crown has never looked more fitting. A decade after declaring himself the "king of debt," America's tab has hit $40 trillion.
"I call myself the king of debt," Trump told CBS in 2016 (1). "I'm great with debt. ******* ody knows debt better than me."
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#donald #nobody
Donald Trump's self-appointed crown has never looked more fitting. A decade after declaring himself the "king of debt," America's tab has hit $40 trillion.
"I call myself the king of debt," Trump told CBS in 2016 (1). "I'm great with debt. ******* ody knows debt better than me."
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#donald #nobody
1 month ago
On August 13, Tapestry (NYSE:TPR) reported fiscal 2026 results that beat the three-year targets management set at its Investor Day, and did so two years ahead of schedule. Revenue climbed to $8 billion, up 17% on a pro forma constant currency basis, while earnings per share jumped 38% to $7.05. Handbags led the way, but the quarter also exposed a widening gap between Coach's momentum and Kate Spade's stalled turnaround, a split investors will be watching closely heading into fiscal 2027.
Tapestry's full-year numbers were not a one-quarter fluke. Operating margin expanded 340 basis points to more than 23%, and the company added 11 million new customers across its brands, with Gen Z shoppers leading the way. Those younger buyers tend to spend at higher average unit prices and stick around, which is why management keeps pointing to acquisition as the engine behind everything else.
Coach did the heavy lifting. Fourth-quarter constant currency revenue rose 14%, with North America up 10%, Greater China up 30%, and Europe up 25%. Handbag prices rose at a mid-teens rate for the full year while unit volumes also grew, a combination that shows the brand can raise prices without scaring off shoppers. Footwear grew at a high-teens clip in the quarter, and management still sees a path for Coach to become a $10 billion brand.
That growth is translating into cash. Tapestry returned $1.7 billion to shareholders in fiscal 2026 and plans to return the same amount in fiscal 2027, backed by a 16% dividend increase to an annualized $1.85 per share. Leverage sits at 1.1 times adjusted EBITDA, more than a full turn below the company's own 2.5 times ceiling, leaving room to keep buying back stock while it invests in stores.
Kate Spade remains the drag on the story. Management itself called the brand's top-line progress "more gradual than we planned," and unaided brand awareness still has not improved despite a marketing push. Guidance for fiscal 2027 calls for a high single-digit revenue decline at Kate Spade and a modest operating loss, with new hires in marketing and creative meant to fix a problem that has outlasted earlier attempts.
#fiscal #revenue #full
Tapestry's full-year numbers were not a one-quarter fluke. Operating margin expanded 340 basis points to more than 23%, and the company added 11 million new customers across its brands, with Gen Z shoppers leading the way. Those younger buyers tend to spend at higher average unit prices and stick around, which is why management keeps pointing to acquisition as the engine behind everything else.
Coach did the heavy lifting. Fourth-quarter constant currency revenue rose 14%, with North America up 10%, Greater China up 30%, and Europe up 25%. Handbag prices rose at a mid-teens rate for the full year while unit volumes also grew, a combination that shows the brand can raise prices without scaring off shoppers. Footwear grew at a high-teens clip in the quarter, and management still sees a path for Coach to become a $10 billion brand.
That growth is translating into cash. Tapestry returned $1.7 billion to shareholders in fiscal 2026 and plans to return the same amount in fiscal 2027, backed by a 16% dividend increase to an annualized $1.85 per share. Leverage sits at 1.1 times adjusted EBITDA, more than a full turn below the company's own 2.5 times ceiling, leaving room to keep buying back stock while it invests in stores.
Kate Spade remains the drag on the story. Management itself called the brand's top-line progress "more gradual than we planned," and unaided brand awareness still has not improved despite a marketing push. Guidance for fiscal 2027 calls for a high single-digit revenue decline at Kate Spade and a modest operating loss, with new hires in marketing and creative meant to fix a problem that has outlasted earlier attempts.
#fiscal #revenue #full
1 month ago
Bond investors have spent much of the past several years learning a painful lesson: Bonds can lose money, too. Now, the same dynamics that caused those losses may be reversing to create a potentially much more attractive opportunity.
We know that Treasury yields are back on the rise. The 10-year yield is still up around 4.65% and the 30-year briefly moved above 5.3%, its highest level since 2007. For investors who remember the zero interest rate during much of the 2010s, those yield figures can't be ignored.
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 »
Does that mean it's finally time again to buy bond exchange-traded funds (ETFs)? I think the answer is yes. But do you go with corporates, Treasuries, or a mix of both?
The Federal Reserve's aggressive rate-hiking cycle a few years ago created an unprecedented bear market in bonds. The Vanguard Long-Term Treasury ETF (NASDAQ: VGLT) is still nearly 40% below its all-time high on a total return basis. But the environment today is different.
#NVIDIA #signal #bonds #total
We know that Treasury yields are back on the rise. The 10-year yield is still up around 4.65% and the 30-year briefly moved above 5.3%, its highest level since 2007. For investors who remember the zero interest rate during much of the 2010s, those yield figures can't be ignored.
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 »
Does that mean it's finally time again to buy bond exchange-traded funds (ETFs)? I think the answer is yes. But do you go with corporates, Treasuries, or a mix of both?
The Federal Reserve's aggressive rate-hiking cycle a few years ago created an unprecedented bear market in bonds. The Vanguard Long-Term Treasury ETF (NASDAQ: VGLT) is still nearly 40% below its all-time high on a total return basis. But the environment today is different.
#NVIDIA #signal #bonds #total
1 month ago
Nebius Group (NBIS) stock slipped on Aug. 19 after the artificial intelligence (AI) infrastructure firm disclosed plans for a $4.5 billion convertible senior notes offering.
In its press release, management also revealed that private negotiations are ongoing to exchange a portion of the company's existing debt for its Class A common shares.
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
CEO Lip-Bu Tan Just Bought Another 105,000 Shares of Intel Stock
#group
In its press release, management also revealed that private negotiations are ongoing to exchange a portion of the company's existing debt for its Class A common shares.
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
CEO Lip-Bu Tan Just Bought Another 105,000 Shares of Intel Stock
#group
1 month ago
Stanley Druckenmiller has been active south of the U.S. border lately.
The billionaire investment manager's Duquesne Family Office bought $128 million of YPF SA (NYSE: YPF), Argentina's state-controlled oil producer, in the first quarter, pairing it with a purchase of BBB Foods (NYSE: TBBB), a Mexican discount grocer, and a new stake in the Global X MSCI Argentina ETF (NYSEMKT: ARGT), an exchange-traded fund (ETF) holding a basket of Argentine equities.
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 »
While all three of those names are up substantially over the past 12 months, Argentine equities suffered a sharp sell-off in September 2025 after President Javier Milei's party lost a key provincial vote, and the benchmark Merval index dipped again in early 2026, just before Druckenmiller loaded up.
So what is the famous macro investor banking on by buying these stocks?
#NVIDIA #first
The billionaire investment manager's Duquesne Family Office bought $128 million of YPF SA (NYSE: YPF), Argentina's state-controlled oil producer, in the first quarter, pairing it with a purchase of BBB Foods (NYSE: TBBB), a Mexican discount grocer, and a new stake in the Global X MSCI Argentina ETF (NYSEMKT: ARGT), an exchange-traded fund (ETF) holding a basket of Argentine equities.
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 »
While all three of those names are up substantially over the past 12 months, Argentine equities suffered a sharp sell-off in September 2025 after President Javier Milei's party lost a key provincial vote, and the benchmark Merval index dipped again in early 2026, just before Druckenmiller loaded up.
So what is the famous macro investor banking on by buying these stocks?
#NVIDIA #first
1 month ago
By Karen Brettell
NEW YORK, Aug 10 (Reuters) - The U.S. dollar gained on Monday as oil prices increased ahead of Wednesday's closely watched consumer price inflation report for July, after a much weaker-than-expected jobs report on Friday cast doubt on the likelihood of a near-term Federal Reserve rate hike.
Fed funds futures traders are now pricing in 52% odds of a hike at the Fed's September meeting, down from 67% a week ago. **** ysts say slowing job growth and easing oil prices have both contributed to the lower odds of a near-term hike.
"September was starting to look highly likely and then not only did we get a bad jobs report, but terrible revisions as well," said Adam **** on, chief currency **** yst at investingLive.
Wednesday's consumer price index data could spark another shift in expectations if it points to a reacceleration in price pressures. Producer price data on Thursday and retail sales figures on Friday will offer further clues on the path of inflation.
#Jobs
NEW YORK, Aug 10 (Reuters) - The U.S. dollar gained on Monday as oil prices increased ahead of Wednesday's closely watched consumer price inflation report for July, after a much weaker-than-expected jobs report on Friday cast doubt on the likelihood of a near-term Federal Reserve rate hike.
Fed funds futures traders are now pricing in 52% odds of a hike at the Fed's September meeting, down from 67% a week ago. **** ysts say slowing job growth and easing oil prices have both contributed to the lower odds of a near-term hike.
"September was starting to look highly likely and then not only did we get a bad jobs report, but terrible revisions as well," said Adam **** on, chief currency **** yst at investingLive.
Wednesday's consumer price index data could spark another shift in expectations if it points to a reacceleration in price pressures. Producer price data on Thursday and retail sales figures on Friday will offer further clues on the path of inflation.
#Jobs
1 month ago
Image source: The Motley Fool.
Tuesday, Aug. 4, 2026 at 8:00 a.m. ET
SVP of Investor Relations - David Cohen
Chairman and Chief Executive Officer - Eugene Hall
Executive Vice President and Chief Financial Officer - Craig Safian
#officer
Tuesday, Aug. 4, 2026 at 8:00 a.m. ET
SVP of Investor Relations - David Cohen
Chairman and Chief Executive Officer - Eugene Hall
Executive Vice President and Chief Financial Officer - Craig Safian
#officer
2 months ago
On August 4, SentinelOne (NYSE:S) expanded its work with Amazon Web Services, folding its AI security tools into a single governance layer for Amazon Bedrock. The news arrives as the cybersecurity company's revenue growth is speeding up and its losses are shrinking, even as two of its top executives cashed out stock in the same stretch.
The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security teams one dashboard to watch, enforce, and fix AI risk. It builds on a narrower integration from June 2026 that put runtime guardrails at the Bedrock AgentCore gateway. This time the scope is bigger: usage visibility, policy enforcement across AWS and other clouds, threat detection, and automated fixes for misconfigured or noncompliant AI code. SentinelOne's tools are already sold through AWS Marketplace, and the company is targeting AWS re:Invent 2026 for the full governance layer's general release.
That product push lines up with a business that is growing faster, not slower. Fiscal first quarter revenue rose 21% year over year to $277 million, and SentinelOne guided for $289 million to $291 million in the following quarter, up from $242 million a year earlier. Scotiabank upgraded the stock from sector perform to sector outperform, pointing to that sales growth alongside a cybersecurity market that matters more as AI agents grow capable enough to probe for weaknesses. Recent cyberattacks on water systems across 12 US states have only sharpened that case. The losses are also narrowing. Operating loss fell to $79.7 million from $87.5 million a year prior, and net loss dropped to $76.2 million from $208.2 million, a sign the company is getting its cost base under control while it scales.
SentinelOne is still not profitable on a GAAP basis, and that gap has not closed, only narrowed. Two executives sold stock during the run described above. CFO Sonalee Parekh sold 12,987 shares on July 27, 2026, for about $237,013, and CEO Tomer Weingarten sold 53,811 shares on August 6, for roughly $1.1 million. Both sales were mandatory sell-to-cover trades tied to vesting restricted stock units, not open-market bets against the company, and each executive kept a large stake afterward, Parekh with 964,281 shares and Weingarten with 1,840,586. Still, the timing stands out. Parekh's sale came less than two weeks after shares touched a 52-week high of $20.71 on July 15, and Weingarten's came the day before shares set a fresh high of $21.51 on August 7. The AI governance layer itself is not fully available yet either, with general availability pegged to a trade show months away, leaving execution risk on the table.
#million #Stock
The new integration ties SentinelOne's Prompt Security, Singularity Cloud Security, and Singularity AI SIEM into Amazon Bedrock AgentCore, giving security teams one dashboard to watch, enforce, and fix AI risk. It builds on a narrower integration from June 2026 that put runtime guardrails at the Bedrock AgentCore gateway. This time the scope is bigger: usage visibility, policy enforcement across AWS and other clouds, threat detection, and automated fixes for misconfigured or noncompliant AI code. SentinelOne's tools are already sold through AWS Marketplace, and the company is targeting AWS re:Invent 2026 for the full governance layer's general release.
That product push lines up with a business that is growing faster, not slower. Fiscal first quarter revenue rose 21% year over year to $277 million, and SentinelOne guided for $289 million to $291 million in the following quarter, up from $242 million a year earlier. Scotiabank upgraded the stock from sector perform to sector outperform, pointing to that sales growth alongside a cybersecurity market that matters more as AI agents grow capable enough to probe for weaknesses. Recent cyberattacks on water systems across 12 US states have only sharpened that case. The losses are also narrowing. Operating loss fell to $79.7 million from $87.5 million a year prior, and net loss dropped to $76.2 million from $208.2 million, a sign the company is getting its cost base under control while it scales.
SentinelOne is still not profitable on a GAAP basis, and that gap has not closed, only narrowed. Two executives sold stock during the run described above. CFO Sonalee Parekh sold 12,987 shares on July 27, 2026, for about $237,013, and CEO Tomer Weingarten sold 53,811 shares on August 6, for roughly $1.1 million. Both sales were mandatory sell-to-cover trades tied to vesting restricted stock units, not open-market bets against the company, and each executive kept a large stake afterward, Parekh with 964,281 shares and Weingarten with 1,840,586. Still, the timing stands out. Parekh's sale came less than two weeks after shares touched a 52-week high of $20.71 on July 15, and Weingarten's came the day before shares set a fresh high of $21.51 on August 7. The AI governance layer itself is not fully available yet either, with general availability pegged to a trade show months away, leaving execution risk on the table.
#million #Stock
