5 hours ago
The company spent the past year going from survival questions to one of the market's biggest gainers, which makes its retreat from the high the more interesting story.
What Changed To Send Intel (INTC) Up More Than Fourfold?
Over the past year, Intel stock more than quadrupled, climbing about 308%, while the broader market managed nearly 18%. The move was not built on hope. By the company's own account, the conversation flipped from whether Intel could survive to how fast it can add capacity to keep up with demand. Revenue over the last twelve months reached about $57 billion and grew 7.5%, an acceleration from a three-year average near 2%. The businesses tied to AI now make up about 60% of revenue and grew 40% year over year, and management says the CPU is reclaiming ground inside AI systems, with the ratio of processors to accelerators shifting from one-in-eight toward one-in-four.
Is This Just The AI Chip Trade Lifting Everything?
Only partly. AMD rode the same wave and roughly tripled, up about 222%, but Nvidia gained only about 19% and Qualcomm about 7% over the same stretch, a fraction of that. The gains concentrated in the two biggest movers, and Intel outran even AMD. What set it apart was progress in its own factories: management says its 18A manufacturing process is yielding ahead of internal plans, and the company has pointed to multiyear deals with customers such as Google, a slot for its Xeon server chips inside Nvidia's flagship AI systems, and a headline tie-up with Elon Musk's ventures.
#year #inside
What Changed To Send Intel (INTC) Up More Than Fourfold?
Over the past year, Intel stock more than quadrupled, climbing about 308%, while the broader market managed nearly 18%. The move was not built on hope. By the company's own account, the conversation flipped from whether Intel could survive to how fast it can add capacity to keep up with demand. Revenue over the last twelve months reached about $57 billion and grew 7.5%, an acceleration from a three-year average near 2%. The businesses tied to AI now make up about 60% of revenue and grew 40% year over year, and management says the CPU is reclaiming ground inside AI systems, with the ratio of processors to accelerators shifting from one-in-eight toward one-in-four.
Is This Just The AI Chip Trade Lifting Everything?
Only partly. AMD rode the same wave and roughly tripled, up about 222%, but Nvidia gained only about 19% and Qualcomm about 7% over the same stretch, a fraction of that. The gains concentrated in the two biggest movers, and Intel outran even AMD. What set it apart was progress in its own factories: management says its 18A manufacturing process is yielding ahead of internal plans, and the company has pointed to multiyear deals with customers such as Google, a slot for its Xeon server chips inside Nvidia's flagship AI systems, and a headline tie-up with Elon Musk's ventures.
#year #inside
4 days ago
If you own ******* eX (SPCX) stock, or you're thinking about gaining exposure, this week deserves a spot on your calendar. Thursday brings a Starship test flight that ******* eX badly needs to go well, and it's the first of three dates over the next few weeks that could move the stock in a big way.
I've watched plenty of young public companies go through their first real test after an IPO. ******* eX is about to go through three of them at once, and they're all connected. Here's what's happening and why it matters to anyone holding SPCX stock.
The Biggest Risk to ******* eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
Why Johnson & Johnson Is Sending Intuitive Surgical (ISRG) Stock Down Today
#thursday
I've watched plenty of young public companies go through their first real test after an IPO. ******* eX is about to go through three of them at once, and they're all connected. Here's what's happening and why it matters to anyone holding SPCX stock.
The Biggest Risk to ******* eX Stock Comes After Earnings. Here Are The Numbers You Should Keep An Eye On.
Walmart Stock's Extended Downturn Could Trigger a Possible Comeback
Why Johnson & Johnson Is Sending Intuitive Surgical (ISRG) Stock Down Today
#thursday
5 days 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.
JD Wetherspoon issued another profit warning after sales came in weaker than expected and costs kept rising across food, labor, repairs, energy and business rates. Like-for-like sales rose 4% in the 12 weeks to July 19, but that was not enough to offset margin pressure or satisfy investors hoping the World Cup and warm weather would deliver a bigger pub rush. Shares fell sharply. The punters are still showing up. The profits are not keeping pace.
Wetherspoons warned that full-year profits are likely to come in below market expectations when it reports results in October. The company blamed "marginally lower sales than anticipated" in the final quarter and higher costs across food, labor, repairs, energy and business rates.
Like-for-like sales rose 4% in the 12 weeks to July 19. Year-to-date like-for-like sales were up 4.2%. That is growth, but not enough for a pub chain that investors hoped would benefit from the FIFA World Cup, warm weather and customers heading out to watch matches.
Shares fell around 9% to 10% after the update.
#shares
JD Wetherspoon issued another profit warning after sales came in weaker than expected and costs kept rising across food, labor, repairs, energy and business rates. Like-for-like sales rose 4% in the 12 weeks to July 19, but that was not enough to offset margin pressure or satisfy investors hoping the World Cup and warm weather would deliver a bigger pub rush. Shares fell sharply. The punters are still showing up. The profits are not keeping pace.
Wetherspoons warned that full-year profits are likely to come in below market expectations when it reports results in October. The company blamed "marginally lower sales than anticipated" in the final quarter and higher costs across food, labor, repairs, energy and business rates.
Like-for-like sales rose 4% in the 12 weeks to July 19. Year-to-date like-for-like sales were up 4.2%. That is growth, but not enough for a pub chain that investors hoped would benefit from the FIFA World Cup, warm weather and customers heading out to watch matches.
Shares fell around 9% to 10% after the update.
#shares
6 days ago
The market is pricing a future where NVIDIA shares are either far higher or significantly lower, and if you own the stock, you already carry that full, two-sided uncertainty.
Imagine two versions of NVIDIA (NVDA) a year from now. In one, the stock is trading near $307.11. In the other, it's closer to $135. According to the options market, both are plausible destinations. If you hold the shares, you're already exposed to that entire journey, a reminder of how big a move this stock could make over the coming year.
This isn't a forecast; it's a price tag on uncertainty. The options market, the cleanest gauge of risk, is pricing a 68% probability that NVIDIA stock will finish the next year somewhere between a floor near $135 and a ceiling near $307.11. From today's price of about $203.28, that's a potential 34% drop or a 51% climb. The key takeaway for a shareholder is the sheer size of that two-way street.
Why The Market Is Pricing More Risk Than Usual
The market's anxiety level is running high. The implied volatility on NVIDIA options is 43%, which is the market's direct quote for the size of the expected swing. That's running at 1.2 times the stock's actual, or realized, volatility of 36% over the past year. When the market prices more risk than a stock has historically delivered, it's signaling that the path ahead may not be business as usual. This reading also sits in the 67th percentile of its own one-year range, meaning volatility is elevated even for a stock known for its moves.
#near #usual
Imagine two versions of NVIDIA (NVDA) a year from now. In one, the stock is trading near $307.11. In the other, it's closer to $135. According to the options market, both are plausible destinations. If you hold the shares, you're already exposed to that entire journey, a reminder of how big a move this stock could make over the coming year.
This isn't a forecast; it's a price tag on uncertainty. The options market, the cleanest gauge of risk, is pricing a 68% probability that NVIDIA stock will finish the next year somewhere between a floor near $135 and a ceiling near $307.11. From today's price of about $203.28, that's a potential 34% drop or a 51% climb. The key takeaway for a shareholder is the sheer size of that two-way street.
Why The Market Is Pricing More Risk Than Usual
The market's anxiety level is running high. The implied volatility on NVIDIA options is 43%, which is the market's direct quote for the size of the expected swing. That's running at 1.2 times the stock's actual, or realized, volatility of 36% over the past year. When the market prices more risk than a stock has historically delivered, it's signaling that the path ahead may not be business as usual. This reading also sits in the 67th percentile of its own one-year range, meaning volatility is elevated even for a stock known for its moves.
#near #usual
6 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
President Donald Trump recently said that some of his friends bought things they otherwise wouldn't have purchased, praising the tax provisions in his One Big Beautiful Bill Act.
"I have friends that bought things that frankly they didn't need," he said at the Pennsylvania Defense and Innovation Summit on July 15. "I have a friend that never flew on a private plane in his life, and he ended up going out buying a very expensive private plane."
Don't Miss:
Most AI Robotics Companies Are Still Building. This One Is Already Working In Restaurants.
#Trump
President Donald Trump recently said that some of his friends bought things they otherwise wouldn't have purchased, praising the tax provisions in his One Big Beautiful Bill Act.
"I have friends that bought things that frankly they didn't need," he said at the Pennsylvania Defense and Innovation Summit on July 15. "I have a friend that never flew on a private plane in his life, and he ended up going out buying a very expensive private plane."
Don't Miss:
Most AI Robotics Companies Are Still Building. This One Is Already Working In Restaurants.
#Trump
7 days ago
Alphabet (GOOG) (GOOGL) will report its second-quarter earnings on July 22. Although GOOGL stock has retreated 12% from its recent highs, ***** ysts remain constructive on the long-term outlook owing to the resilience of Alphabet's advertising business and the growing contribution from Google Cloud.
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#Stock #alphabet
A key reason behind the bullish sentiment is Alphabet's rapid integration of artificial intelligence (AI) across its core businesses. In Google Search, AI-powered features are helping improve user engagement while making advertising more relevant and effective, supporting continued strength in the company's largest revenue segment.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week
#Stock #alphabet
12 days ago
Tech stocks rose on Wednesday, after Dutch chip manufacturing equipment maker ASML provided better-than-anticipated earnings and raised its outlook on strong demand for AI chips. The tech-heavy Nasdaq rose roughly .6% on the news.
ASML says that it is also working to increase the overall efficiency that will allow it to produce more extreme ultraviolet (EUV) lithography machines, which are key to manufacturing advanced semiconductors.
ASML stock was largely flat in early trading Wednesday.
The announcement comes after last week's larger sell-off in AI stocks, as Wall Street cycled out of high-tech companies, grabbing profits along the way.
ASML says that it is also working to increase the overall efficiency that will allow it to produce more extreme ultraviolet (EUV) lithography machines, which are key to manufacturing advanced semiconductors.
ASML stock was largely flat in early trading Wednesday.
The announcement comes after last week's larger sell-off in AI stocks, as Wall Street cycled out of high-tech companies, grabbing profits along the way.
16 days ago
ArcelorMittal (NYSE:MT) is one of the best stocks to invest in under $100. On June 30, ArcelorMittal announced the completion of the first tranche of its 2025 to 2030 share buyback program, which saw the repurchase of 10 million shares at an average price of €49.32. These shares are currently held in treasury and are slated for future cancellation.
ArcelorMittal (NYSE:MT) simultaneously confirmed the immediate commencement of a second tranche, authorizing the repurchase of up to an additional 10 million shares. This move follows the mandate granted by shareholders during the annual general meeting held in May 2025.
Future share repurchases will continue in periodic tranches through May 2030, contingent upon market conditions, shareholder authorization, and the generation of post-dividend free cash flow. The program aims to reduce the company's total share capital while meeting obligations related to employee share schemes.
Pixabay/Public Domain
ArcelorMittal (NYSE:MT) is a premier global steel and mining company operating in 60 countries, committed to producing sustainable, high-quality steel for diverse industries. The company leverages innovative, low-carbon processes to support the global transition toward a greener future.
ArcelorMittal (NYSE:MT) simultaneously confirmed the immediate commencement of a second tranche, authorizing the repurchase of up to an additional 10 million shares. This move follows the mandate granted by shareholders during the annual general meeting held in May 2025.
Future share repurchases will continue in periodic tranches through May 2030, contingent upon market conditions, shareholder authorization, and the generation of post-dividend free cash flow. The program aims to reduce the company's total share capital while meeting obligations related to employee share schemes.
Pixabay/Public Domain
ArcelorMittal (NYSE:MT) is a premier global steel and mining company operating in 60 countries, committed to producing sustainable, high-quality steel for diverse industries. The company leverages innovative, low-carbon processes to support the global transition toward a greener future.
17 days ago
Electricity is in high demand right now, as the world increasingly shifts toward cleaner power sources and new power-hungry technologies take center stage. The numbers are quite shocking. Between 2005 and 2025, electricity demand rose 10%. Between 2025 and 2045, demand is expected to rise by 60%.
That's a step change in the demand that is likely to power years of growth for the utility industry. Big utilities, like NextEra Energy (NYSE: NEE), are getting a lot of attention. But don't overlook smaller players like high-yield Dividend King Black Hills (NYSE: BKH).
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 big story today is NextEra Energy's planned acquisition of Dominion Energy (NYSE: D). NextEra is already one of the world's largest utilities, so this deal will cement its position at the top of the utility pack. But the real story is that it is leaning into demand growth. The market is well aware of this, and the stock's dividend yield is 2.8%, only slightly higher than the 2.6% utility average. It's not a bad stock, but you can do better on the income front and still get attractive growth opportunities with Black Hills and its 3.8% yield.
For its part, Black Hills plans to merge with Northwestern Energy (NASDAQ: NWE). The two companies operate in the same region, so the pairing makes both geographic and financial sense. Notably, the combined business will be nearly twice as large, and earnings growth is projected to rise from 4% to 6% for the two individually to 5% to 7% combined. That's a very attractive growth rate for a high-yield utility.
That's a step change in the demand that is likely to power years of growth for the utility industry. Big utilities, like NextEra Energy (NYSE: NEE), are getting a lot of attention. But don't overlook smaller players like high-yield Dividend King Black Hills (NYSE: BKH).
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 big story today is NextEra Energy's planned acquisition of Dominion Energy (NYSE: D). NextEra is already one of the world's largest utilities, so this deal will cement its position at the top of the utility pack. But the real story is that it is leaning into demand growth. The market is well aware of this, and the stock's dividend yield is 2.8%, only slightly higher than the 2.6% utility average. It's not a bad stock, but you can do better on the income front and still get attractive growth opportunities with Black Hills and its 3.8% yield.
For its part, Black Hills plans to merge with Northwestern Energy (NASDAQ: NWE). The two companies operate in the same region, so the pairing makes both geographic and financial sense. Notably, the combined business will be nearly twice as large, and earnings growth is projected to rise from 4% to 6% for the two individually to 5% to 7% combined. That's a very attractive growth rate for a high-yield utility.
20 days ago
It's not the holiday shopping season, but it's easy to see why Netflix (NASDAQ: NFLX) could feel like Christmas in July right now. Shares of the streaming video pioneer have fallen out of favor, a contrast to the overall rising market.
This could be an opportunity as we head into earnings season. With its highly anticipated second-quarter results now less than 10 days away, Netflix's historically cheap valuation, and several bidding wars for smaller media platforms over the past two years, it could be a good time to binge-invest in the leading premium player.
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 »
There is no single quarterly event that can move a stock as consistently as its earnings release, and investors have been circling the afternoon of July 16 on their calendars for weeks. Netflix will be one of the first consumer-facing businesses to report fresh financials this earnings season, and expectations are modest.
The $12.574 billion that Netflix was modeling for Q2 revenue back in April is a 13.5% increase, its weakest top-line move in more than a year. The $3.327 billion that Netflix sees on the bottom line represents an even more disappointing 6.5% uptick. Slowing revenue growth and contracting operating and net income margins aren't a good look for a company.
This could be an opportunity as we head into earnings season. With its highly anticipated second-quarter results now less than 10 days away, Netflix's historically cheap valuation, and several bidding wars for smaller media platforms over the past two years, it could be a good time to binge-invest in the leading premium player.
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 »
There is no single quarterly event that can move a stock as consistently as its earnings release, and investors have been circling the afternoon of July 16 on their calendars for weeks. Netflix will be one of the first consumer-facing businesses to report fresh financials this earnings season, and expectations are modest.
The $12.574 billion that Netflix was modeling for Q2 revenue back in April is a 13.5% increase, its weakest top-line move in more than a year. The $3.327 billion that Netflix sees on the bottom line represents an even more disappointing 6.5% uptick. Slowing revenue growth and contracting operating and net income margins aren't a good look for a company.
24 days ago
The SuperTrend indicator has flashed a buy signal on XRP's 4-hour chart for the first time since mid-June, and the last one preceded a 14.2% rally.
Analyst EGRAG Crypto says XRP's monthly RSI has entered the most oversold territory in the token's history after breaking below 40.
The same indicator's April buy signal failed, with XRP trading more than 25% lower by late June after it flashed near $1.43.
XRP needs to hold above $1.06, where 830 million tokens last changed hands, and clear and hold the $1.10 to $1.13 zone to confirm a bottom.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Analyst EGRAG Crypto says XRP's monthly RSI has entered the most oversold territory in the token's history after breaking below 40.
The same indicator's April buy signal failed, with XRP trading more than 25% lower by late June after it flashed near $1.43.
XRP needs to hold above $1.06, where 830 million tokens last changed hands, and clear and hold the $1.10 to $1.13 zone to confirm a bottom.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
24 days ago
Shares of burgeoning **** e systems and rocket launch specialist Rocket Lab (NASDAQ: RKLB) rose 24% last week as the market welcomed the company's latest acquisition announcement.
On Monday, Rocket Lab announced that it was acquiring satellite operator Iridium Communications (NASDAQ: IRDM) for roughly $8 billion, in a deal consisting of a 50-50 mix of cash and RKLB stock. The market is optimistic that the acquisition -- expected not to close until the middle of 2027 -- will reinforce Rocket Lab's growth beyond being a launch provider.
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 »
Chief Executive Officer and founder Peter Beck calls the deal a "shortcut" for Rocket Lab's ambitions with its **** e applications. Bringing Iridium's satellite prowess on board, the company gains access to spectrum, 66 in-orbit satellites (and 14 spares), and a recurring customer base of 2.55 million subscribers. While Rocket Lab will have to lean on new debt and shareholder dilution via new shares to fund the deal, Iridium could help the combined company vastly improve its cash flows.
Over the trailing 12 months, Rocket Lab burned $161 million in cash from operations, whereas Iridium generated $411 million. Provided the deal goes through, this would provide an ample stream of cash flow for Rocket Lab to continue scaling its business. Furthermore, while the deal isn't "cheap" with Iridium's $8 billion price tag, which values it at 26 times free cash flow, I like that Rocket Lab used its loftily valued stock for half of the funding. Currently trading at 82 times sales -- compared to Iridium's 6, for comparison -- now is as good a time as any to offer new shares.
On Monday, Rocket Lab announced that it was acquiring satellite operator Iridium Communications (NASDAQ: IRDM) for roughly $8 billion, in a deal consisting of a 50-50 mix of cash and RKLB stock. The market is optimistic that the acquisition -- expected not to close until the middle of 2027 -- will reinforce Rocket Lab's growth beyond being a launch provider.
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 »
Chief Executive Officer and founder Peter Beck calls the deal a "shortcut" for Rocket Lab's ambitions with its **** e applications. Bringing Iridium's satellite prowess on board, the company gains access to spectrum, 66 in-orbit satellites (and 14 spares), and a recurring customer base of 2.55 million subscribers. While Rocket Lab will have to lean on new debt and shareholder dilution via new shares to fund the deal, Iridium could help the combined company vastly improve its cash flows.
Over the trailing 12 months, Rocket Lab burned $161 million in cash from operations, whereas Iridium generated $411 million. Provided the deal goes through, this would provide an ample stream of cash flow for Rocket Lab to continue scaling its business. Furthermore, while the deal isn't "cheap" with Iridium's $8 billion price tag, which values it at 26 times free cash flow, I like that Rocket Lab used its loftily valued stock for half of the funding. Currently trading at 82 times sales -- compared to Iridium's 6, for comparison -- now is as good a time as any to offer new shares.
26 days ago
TimesSquare Capital Management, an equity investment management company, released its "U.S. Mid Cap Growth Strategy" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer ****** ets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted JFrog Ltd. (NASDAQ:FROG). Incorporated in 2008, JFrog Ltd. (NASDAQ:FROG) is a technology company that provides a software supply chain platform to enable secure software delivery and management across teams. On June 30, 2026, JFrog Ltd. (NASDAQ:FROG) closed at $90.88 per share. One-month return of JFrog Ltd. (NASDAQ:FROG) was 8.37%, and its shares gained 119.78% over the past 52 weeks. JFrog Ltd. (NASDAQ:FROG) has a market capitalization of $11.01 billion.
TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding JFrog Ltd. (NASDAQ:FROG) in its Q1 2026 investor letter:
"Among the wide variety of Information Technology companies, we prefer critical systems providers, specialized component designers, systems that improve client productivity or efficiency, and others that are growing their share of corporate IT budgets. JFrog Ltd. (NASDAQ:FROG) offers a platform for software supply chain management. It continues to experience significant cloud growth, driven by increased AI adoption and higher data‑transfer intensity. Despite reporting a strong fourth-quarter 2025 beat, the stock fell -25% after being caught in the "Claude trade" sell-off. As has been common recently, investors reacted to AI-related fears first and ****** sed fundamental reality later."
JFrog Ltd. (NASDAQ:FROG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 47 hedge fund portfolios held JFrog Ltd. (NASDAQ:FROG) at the end of the first quarter, compared to 50 in the previous quarter. JFrog Ltd. (NASDAQ:FROG) reported revenue of $154 million in Q1 2026, representing 26% year-over-year growth. While we acknowledge the potential of JFrog Ltd. (NASDAQ:FROG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see
In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted JFrog Ltd. (NASDAQ:FROG). Incorporated in 2008, JFrog Ltd. (NASDAQ:FROG) is a technology company that provides a software supply chain platform to enable secure software delivery and management across teams. On June 30, 2026, JFrog Ltd. (NASDAQ:FROG) closed at $90.88 per share. One-month return of JFrog Ltd. (NASDAQ:FROG) was 8.37%, and its shares gained 119.78% over the past 52 weeks. JFrog Ltd. (NASDAQ:FROG) has a market capitalization of $11.01 billion.
TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding JFrog Ltd. (NASDAQ:FROG) in its Q1 2026 investor letter:
"Among the wide variety of Information Technology companies, we prefer critical systems providers, specialized component designers, systems that improve client productivity or efficiency, and others that are growing their share of corporate IT budgets. JFrog Ltd. (NASDAQ:FROG) offers a platform for software supply chain management. It continues to experience significant cloud growth, driven by increased AI adoption and higher data‑transfer intensity. Despite reporting a strong fourth-quarter 2025 beat, the stock fell -25% after being caught in the "Claude trade" sell-off. As has been common recently, investors reacted to AI-related fears first and ****** sed fundamental reality later."
JFrog Ltd. (NASDAQ:FROG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 47 hedge fund portfolios held JFrog Ltd. (NASDAQ:FROG) at the end of the first quarter, compared to 50 in the previous quarter. JFrog Ltd. (NASDAQ:FROG) reported revenue of $154 million in Q1 2026, representing 26% year-over-year growth. While we acknowledge the potential of JFrog Ltd. (NASDAQ:FROG) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see
27 days ago
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A college education is probably one of the most expensive purchases you'll make in your lifetime.
The average cost of college today ranges from more than $25,000 to $60,000 per year. With prices that high, it's inevitable that many students will rely on student loans to help fund their education, in addition to their own savings, contributions from family, scholarships, and grants.
Federal student loans are a great first place to start. They typically offer the most competitive rates with fixed APRs and borrower protections. But some students aren't eligible for federal loans, or can't get the full amount they need for school.
As a result, you may turn to private student loans to fill the gap. Here's what you need to know before you apply for a private loan, and some of the top lenders to consider today.
A college education is probably one of the most expensive purchases you'll make in your lifetime.
The average cost of college today ranges from more than $25,000 to $60,000 per year. With prices that high, it's inevitable that many students will rely on student loans to help fund their education, in addition to their own savings, contributions from family, scholarships, and grants.
Federal student loans are a great first place to start. They typically offer the most competitive rates with fixed APRs and borrower protections. But some students aren't eligible for federal loans, or can't get the full amount they need for school.
As a result, you may turn to private student loans to fill the gap. Here's what you need to know before you apply for a private loan, and some of the top lenders to consider today.
