3 days ago
Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #0f6c0801 -8d2d-11f1-b0fb-7048bdc7e737
#javascript #page #tools
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #0f6c0801 -8d2d-11f1-b0fb-7048bdc7e737
#javascript #page #tools
4 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.
Performance was driven by strong rate recovery from capital trackers and O&M efficiencies in vegetation management, offsetting milder weather impacts in Texas and Indiana.
The company identified 14 gigawatts of large load projects eligible for ERCOT's 'batch zero' process, representing a 65% increase over Houston Electric's current system peak demand.
Management increased the 10-year capital plan by $1.2 billion, primarily to support modest system upgrades for large load connections and the Downtown Houston revitalization project.
The Houston Electric system's existing 10 gigawatts of hosting capacity allows for efficient load connection at a disciplined cost of less than $60 million per gigawatt.
#capital #gigawatts #system #tell
Performance was driven by strong rate recovery from capital trackers and O&M efficiencies in vegetation management, offsetting milder weather impacts in Texas and Indiana.
The company identified 14 gigawatts of large load projects eligible for ERCOT's 'batch zero' process, representing a 65% increase over Houston Electric's current system peak demand.
Management increased the 10-year capital plan by $1.2 billion, primarily to support modest system upgrades for large load connections and the Downtown Houston revitalization project.
The Houston Electric system's existing 10 gigawatts of hosting capacity allows for efficient load connection at a disciplined cost of less than $60 million per gigawatt.
#capital #gigawatts #system #tell
4 days ago
Ford (F) shares rose on Wednesday after the Big Three automaker reported second quarter results that topped expectations, in addition to upbeat guidance driven by strong profit growth.
The financial update came as investors questioned whether Ford's management could follow rival General Motors (GM) in lifting its full-year outlook.
Ford reported Q2 automotive revenue of $44.89 billion on Tuesday, versus $44.72 billion expected per Bloomberg consensus, with adjusted EPS of $0.42 versus $0.36 expected. Adjusted EBIT came in at $2.5 billion compared to $2.15 billion estimated, translating to an adjusted EBIT margin of 5.2%, up a strong 0.9% compared to a year ago.
The big quarter and outlook for the back half allowed Ford to raise its guidance, with the automaker now seeing full-year adjusted EBIT of $10 billion to $11 billion (from $8.5 billion to $10.5 billion) and adjusted free cash flow of $6.0 billion to $7.0 billion (from $5.0 billion to $6.0 billion).
Ford stock popped almost 4% in premarket trade as investors **** sed the earnings, after jumping over 8% soon after its release.
#guidance #strong
The financial update came as investors questioned whether Ford's management could follow rival General Motors (GM) in lifting its full-year outlook.
Ford reported Q2 automotive revenue of $44.89 billion on Tuesday, versus $44.72 billion expected per Bloomberg consensus, with adjusted EPS of $0.42 versus $0.36 expected. Adjusted EBIT came in at $2.5 billion compared to $2.15 billion estimated, translating to an adjusted EBIT margin of 5.2%, up a strong 0.9% compared to a year ago.
The big quarter and outlook for the back half allowed Ford to raise its guidance, with the automaker now seeing full-year adjusted EBIT of $10 billion to $11 billion (from $8.5 billion to $10.5 billion) and adjusted free cash flow of $6.0 billion to $7.0 billion (from $5.0 billion to $6.0 billion).
Ford stock popped almost 4% in premarket trade as investors **** sed the earnings, after jumping over 8% soon after its release.
#guidance #strong
12 days ago
Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #222fd260 -8675-11f1-8716-f54dbc0a44f3
#using
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #222fd260 -8675-11f1-8716-f54dbc0a44f3
#using
12 days ago
The exclusive U.S. licensing deal adds a second clinical-stage CNS ****** et to Jupiter Neurosciences' pipeline, expanding its development strategy beyond its lead Parkinson's disease program.
Jupiter Neurosciences (NASDAQ:JUNS) signed a definitive agreement for exclusive U.S. rights to ALA-002 in a transaction valued at up to $100 million.
The Jupiter Neurosciences ALA-002 license agreement transforms the company from a single-program developer into a dual clinical-stage CNS company.
ALA-002 is a patented, FDA-designated Novel Chemical Entity (NCE) designed as a non-racemic MDMA formulation for neuropsychiatric disorders.
The deal combines a modest upfront payment with milestone-based consideration tied to clinical, regulatory and commercial progress.
#clinical #deal
Jupiter Neurosciences (NASDAQ:JUNS) signed a definitive agreement for exclusive U.S. rights to ALA-002 in a transaction valued at up to $100 million.
The Jupiter Neurosciences ALA-002 license agreement transforms the company from a single-program developer into a dual clinical-stage CNS company.
ALA-002 is a patented, FDA-designated Novel Chemical Entity (NCE) designed as a non-racemic MDMA formulation for neuropsychiatric disorders.
The deal combines a modest upfront payment with milestone-based consideration tied to clinical, regulatory and commercial progress.
#clinical #deal
12 days ago
Oracle (NYSE:ORCL) could be required to provide more than $7 billion in financial guarantees for its planned Wisconsin data centre after state regulators declined to ease credit requirements intended to shield electricity customers from higher energy costs.
According to the Financial Times, the Wisconsin Public Service Commission has decided not to revise the conditions imposed on utility provider We Energies. Under the current framework, Oracle may need to secure a letter of guarantee worth approximately $7 billion, a requirement that could cost the company more than $100 million each year.
The planned data centre in Port Washington, Wisconsin, is expected to deliver nearly one gigawatt of computing capacity and forms part of Oracle's $300 billion computing infrastructure agreement with OpenAI.
The potential guarantee requirement adds another financial consideration to Oracle's expanding artificial intelligence strategy, alongside increasing debt levels and significant capital spending ****** ociated with building AI infrastructure.
Under We Energies' tariff for very large electricity users, developers of major data centres with an S&P credit rating below A-minus must provide collateral either in cash or through a letter of credit.
#financial #data #provide #centre
According to the Financial Times, the Wisconsin Public Service Commission has decided not to revise the conditions imposed on utility provider We Energies. Under the current framework, Oracle may need to secure a letter of guarantee worth approximately $7 billion, a requirement that could cost the company more than $100 million each year.
The planned data centre in Port Washington, Wisconsin, is expected to deliver nearly one gigawatt of computing capacity and forms part of Oracle's $300 billion computing infrastructure agreement with OpenAI.
The potential guarantee requirement adds another financial consideration to Oracle's expanding artificial intelligence strategy, alongside increasing debt levels and significant capital spending ****** ociated with building AI infrastructure.
Under We Energies' tariff for very large electricity users, developers of major data centres with an S&P credit rating below A-minus must provide collateral either in cash or through a letter of credit.
#financial #data #provide #centre
16 days ago
The wheat complex was in rally mode to close out the week, finishing higher in all three exchanges. Chicago SRW contracts were 4 ¾ to 9 ½ cents higher across most contracts, with September up 42 ½ cents on the week. KC HRW futures rallied 10 ½ to 15 ¾ cents on the day, with September up 56 cents for the week. MPLS spring wheat was right there with the winter wheats, up 6 ½ to 11 ½ cents on Friday, as September rallied 39 ¼ cents.
Continued buying from the escalating Black Sea conflict is supportive after strikes on ports and vessels on the water have disrupted the flow of exports.
Coffee Prices Jump on Slow Pace of Brazil Coffee Harvest
Petri Dish: Why AI Will Replace the Farmer
Slow Pace of Brazil's Coffee Harvest Boosts Prices
Continued buying from the escalating Black Sea conflict is supportive after strikes on ports and vessels on the water have disrupted the flow of exports.
Coffee Prices Jump on Slow Pace of Brazil Coffee Harvest
Petri Dish: Why AI Will Replace the Farmer
Slow Pace of Brazil's Coffee Harvest Boosts Prices
20 days ago
FuboTV (NYSE: FUBO) shares climbed about 11% after the company appointed former Disney+ president Alisa Bowen as its new chief executive officer, replacing co-founder David Gandler.
The company announced that Bowen ******* umed the role on July 10, bringing nearly three decades of experience across media, digital products and operations.
She spent almost 10 years at The Walt Disney Company, where she most recently served as president of Disney+ and helped lead the expansion of Disney's streaming businesses, including Disney+, Hulu and ESPN+.
Before joining Disney, Bowen held leadership roles at News Corporation, Dow Jones and Thomson Reuters.
Fubo chairman Andy Bird said that Bowen's appointment comes at a key point for the company following its combination with Hulu + Live TV last year. He highlighted her experience building streaming platforms and driving subscriber growth and profitability.
The company announced that Bowen ******* umed the role on July 10, bringing nearly three decades of experience across media, digital products and operations.
She spent almost 10 years at The Walt Disney Company, where she most recently served as president of Disney+ and helped lead the expansion of Disney's streaming businesses, including Disney+, Hulu and ESPN+.
Before joining Disney, Bowen held leadership roles at News Corporation, Dow Jones and Thomson Reuters.
Fubo chairman Andy Bird said that Bowen's appointment comes at a key point for the company following its combination with Hulu + Live TV last year. He highlighted her experience building streaming platforms and driving subscriber growth and profitability.
20 days ago
Lockheed Martin Corporation (NYSE:LMT) is one of the Best **** e Technology Stocks to Buy Now. Recently, on July 7, Lockheed Martin Corporation (NYSE:LMT) announced signing a memorandum of understanding at the NATO Summit Defense Industry Forum. The MoU is to address Europe's demand for locally produced munitions.
Management noted that the MoU is backed by the US and German governments and is a step towards a joint venture. The goal is to set up Europe's first center for manufacturing, integrating, and distributing ATACMS missiles across NATO forces.
As per the terms, production is expected to be based at Rheinmetall's Unterluess site in Germany. Moreover, this would be the first ATACMS production facility outside the US. Rocket motor and guided missile component production is targeted to begin as early as 2027.
Executives from both companies framed the deal as combining Lockheed's missile expertise with Rheinmetall's manufacturing strength. Moreover, the company will continue operating its existing ATACMS line in Camden, Arkansas, until the transition is complete, driven by a strong global demand for the missile system.
Lockheed Martin Corporation (NYSE:LMT) is one of the world's largest defense contractors. It specializes in the research, design, and development of advanced technology systems, products, and services.
Management noted that the MoU is backed by the US and German governments and is a step towards a joint venture. The goal is to set up Europe's first center for manufacturing, integrating, and distributing ATACMS missiles across NATO forces.
As per the terms, production is expected to be based at Rheinmetall's Unterluess site in Germany. Moreover, this would be the first ATACMS production facility outside the US. Rocket motor and guided missile component production is targeted to begin as early as 2027.
Executives from both companies framed the deal as combining Lockheed's missile expertise with Rheinmetall's manufacturing strength. Moreover, the company will continue operating its existing ATACMS line in Camden, Arkansas, until the transition is complete, driven by a strong global demand for the missile system.
Lockheed Martin Corporation (NYSE:LMT) is one of the world's largest defense contractors. It specializes in the research, design, and development of advanced technology systems, products, and services.
24 days ago
FrieslandCampina is reorganising its business in Europe's retail channel to become "simpler and more customer-centric", CEO Jan Derck van Karnebeek said.
The changes affect business units with remits that have overlapped in Europe.
The Dutch dairy cooperative plans to combine the elements of two units – Retail & Americas and Europe – that have both worked with customers in Europe's retail market.
According to FrieslandCampina's annual report, the co-op's Europe business unit handles business in the Netherlands, Belgium and countries including Greece and the UK.
Meanwhile, the Retail & Americas unit supplies cheese and other, undisclosed products to retailers in Germany, France, Italy and Spain.
The changes affect business units with remits that have overlapped in Europe.
The Dutch dairy cooperative plans to combine the elements of two units – Retail & Americas and Europe – that have both worked with customers in Europe's retail market.
According to FrieslandCampina's annual report, the co-op's Europe business unit handles business in the Netherlands, Belgium and countries including Greece and the UK.
Meanwhile, the Retail & Americas unit supplies cheese and other, undisclosed products to retailers in Germany, France, Italy and Spain.
24 days ago
The second-quarter earnings season begins next week. As usual, the big banks will kick off earnings season, with the first reports on Tuesday, July 14.
So, what should we expect? After all, share prices ultimately follow earnings. Many factors can move stocks in the short term (wars, oil price spikes, unexpected economic data, or policy moves by the Federal Reserve are a few). But if you want to get a sense of where the stock market is heading in the medium and long term, watching earnings is a great start.
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 »
Right now, ***** ysts estimate that S&P 500 (SNPINDEX: ^GSPC) companies' earnings in Q2 will rise 23.3% from the same quarter a year ago. That's according to FactSet, an authoritative source of earnings data. If that estimate proves correct, it would mark the second consecutive quarter of earnings growth above 20% for the index. (Analysts focus on the S&P 500 because it tracks the 500 largest U.S.-listed companies and represents about 80% of the total market capitalization of all U.S. companies.)
That's impressive, considering that the five-year average earnings growth rate is 16.4% and the 10-year average is 10.3%. And the long-term average growth rate is below 10%.
So, what should we expect? After all, share prices ultimately follow earnings. Many factors can move stocks in the short term (wars, oil price spikes, unexpected economic data, or policy moves by the Federal Reserve are a few). But if you want to get a sense of where the stock market is heading in the medium and long term, watching earnings is a great start.
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 »
Right now, ***** ysts estimate that S&P 500 (SNPINDEX: ^GSPC) companies' earnings in Q2 will rise 23.3% from the same quarter a year ago. That's according to FactSet, an authoritative source of earnings data. If that estimate proves correct, it would mark the second consecutive quarter of earnings growth above 20% for the index. (Analysts focus on the S&P 500 because it tracks the 500 largest U.S.-listed companies and represents about 80% of the total market capitalization of all U.S. companies.)
That's impressive, considering that the five-year average earnings growth rate is 16.4% and the 10-year average is 10.3%. And the long-term average growth rate is below 10%.
25 days ago
Since mid-May, Cathie Wood's Ark Invest has liquidated almost all of its position in Alibaba Group (NYSE: BABA). That included a $54 million sale of the Chinese e-commerce and artificial intelligence (AI) stock in a single day in late June.
Wood, who is both the CEO and the public face of the company, has not publicly commented on this move, which some investors may treat as a sell signal in itself. Nonetheless, investors should probably look more closely at Alibaba's fundamentals and business environment before making such a decision on the consumer discretionary stock.
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 »
Alibaba stock has lost approximately half of its value since it reached its 52-week peak in October. At that time, Ark Invest owned around 99,000 shares of Alibaba.
As the stock began to correct in November, Wood increased her position in it. However, she began selling the stock aggressively at the beginning of June, and as of the time of this writing, she has sold nearly all of Ark Invest's Alibaba stock.
Wood, who is both the CEO and the public face of the company, has not publicly commented on this move, which some investors may treat as a sell signal in itself. Nonetheless, investors should probably look more closely at Alibaba's fundamentals and business environment before making such a decision on the consumer discretionary stock.
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 »
Alibaba stock has lost approximately half of its value since it reached its 52-week peak in October. At that time, Ark Invest owned around 99,000 shares of Alibaba.
As the stock began to correct in November, Wood increased her position in it. However, she began selling the stock aggressively at the beginning of June, and as of the time of this writing, she has sold nearly all of Ark Invest's Alibaba stock.
26 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
A 67 year old man is preparing to retire with $1.4 million in his 401(k), and his three adult children have already started arguing among themselves about how it should be split, with one accusing another of angling for a bigger share by visiting more often. He hasn't even started taking withdrawals yet, and the fighting is already straining the family. The most useful thing he can do now is get a formal retirement and estate plan in writing, which settles the ambiguity his kids are currently arguing over.
Before any conversation about what's left for his children, he needs a plan for how he'll actually draw down $1.4 million to support himself, potentially for 20 or more years. The IRS requires most retirement account owners to begin taking required minimum distributions starting at age 73, which gives him a few years to plan withdrawals strategically before those mandatory distributions begin.
Don't Miss:
The IRS Could Take A Bigger Bite Out Of Retirement Savings Than Many Expect — Some Investors Are Seeking Professional Help
A 67 year old man is preparing to retire with $1.4 million in his 401(k), and his three adult children have already started arguing among themselves about how it should be split, with one accusing another of angling for a bigger share by visiting more often. He hasn't even started taking withdrawals yet, and the fighting is already straining the family. The most useful thing he can do now is get a formal retirement and estate plan in writing, which settles the ambiguity his kids are currently arguing over.
Before any conversation about what's left for his children, he needs a plan for how he'll actually draw down $1.4 million to support himself, potentially for 20 or more years. The IRS requires most retirement account owners to begin taking required minimum distributions starting at age 73, which gives him a few years to plan withdrawals strategically before those mandatory distributions begin.
Don't Miss:
The IRS Could Take A Bigger Bite Out Of Retirement Savings Than Many Expect — Some Investors Are Seeking Professional Help
26 days ago
At a Meta town hall, Zuckerberg admitted AI hasn't accelerated as expected, directly challenging OpenAI's $1 trillion IPO thesis.
OpenAI lost $38.5 billion in 2025 on $13 billion in revenue and won't reach profitability until 2029, yet Altman holds the $1 trillion target.
OECD data shows 14% of US college students read at or below a 10-year-old's level, nearly double the international average.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027.
OpenAI lost $38.5 billion in 2025 on $13 billion in revenue and won't reach profitability until 2029, yet Altman holds the $1 trillion target.
OECD data shows 14% of US college students read at or below a 10-year-old's level, nearly double the international average.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Meta didn't make the cut. Grab the names FREE today.
Sam Altman wants Wall Street to value OpenAI at $1 trillion. Meanwhile, 14% of US college students are reading at or below the level of a 10-year-old, according to the OECD. Those two facts, sitting side by side, may explain why the most anticipated technology IPO in a generation just got pushed into 2027.
30 days ago
Key Takeaways
Three of four AI models expect Bitcoin to end July above current levels, generally targeting the $60,000-$68,000 range.
ChatGPT is the most optimistic as it forecasts a $66,500 month-end price, with a 50% probability of BTC closing between $64,000 and $68,000.
Instead of making a prediction, Claude highlights the key risks and notes that most ******* ysts expect Bitcoin to remain within a $55,000-$70,000 trading range.
Bitcoin enters July at one of the most uncertain points of the current market cycle.
Three of four AI models expect Bitcoin to end July above current levels, generally targeting the $60,000-$68,000 range.
ChatGPT is the most optimistic as it forecasts a $66,500 month-end price, with a 50% probability of BTC closing between $64,000 and $68,000.
Instead of making a prediction, Claude highlights the key risks and notes that most ******* ysts expect Bitcoin to remain within a $55,000-$70,000 trading range.
Bitcoin enters July at one of the most uncertain points of the current market cycle.
30 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
General Motors has laid off (1) more than 1,000 workers at its Factory ZERO **** embly plant in Detroit while simultaneously introducing 50 AI-powered collaborative robots to the production line.
The new machines, known as "cobots (2)," are designed to work alongside human employees rather than replace them outright. But the timing of the rollout has drawn criticism from the United Auto Workers, which argues the move highlights the growing human cost of automation.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a Gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
General Motors has laid off (1) more than 1,000 workers at its Factory ZERO **** embly plant in Detroit while simultaneously introducing 50 AI-powered collaborative robots to the production line.
The new machines, known as "cobots (2)," are designed to work alongside human employees rather than replace them outright. But the timing of the rollout has drawn criticism from the United Auto Workers, which argues the move highlights the growing human cost of automation.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a Gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
1 month ago
Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Gold IRAs combine two things that each come with their own rules: retirement accounts and physical precious metals. That combination often creates confusion about how gold IRAs work and what distinguishes them from other retirement accounts.
These accounts generally follow the same retirement account rules as other IRAs. The biggest differences involve the physical precious metals held inside the account, including how they're purchased, stored, and administered.
One of the most common misconceptions is that gold IRA owners can take possession of their metals and store them in a home safe or personal vault while maintaining the account's tax advantages.
In general, IRS rules require an approved trustee or depository to hold gold IRA ******* ets, not the account owner. Personally owned gold and gold held inside a retirement account follow separate rules and requirements.
Gold IRAs combine two things that each come with their own rules: retirement accounts and physical precious metals. That combination often creates confusion about how gold IRAs work and what distinguishes them from other retirement accounts.
These accounts generally follow the same retirement account rules as other IRAs. The biggest differences involve the physical precious metals held inside the account, including how they're purchased, stored, and administered.
One of the most common misconceptions is that gold IRA owners can take possession of their metals and store them in a home safe or personal vault while maintaining the account's tax advantages.
In general, IRS rules require an approved trustee or depository to hold gold IRA ******* ets, not the account owner. Personally owned gold and gold held inside a retirement account follow separate rules and requirements.
1 month ago
MTUM climbed 30% YTD to $326, but its AI/cloud mega-cap holdings are fracturing while one stock masks broader portfolio weakness.
Micron (MU) surged 801% in a year, and its top-tier momentum score could push MTUM's semiconductor weight sharply higher after November's rebalance.
A 10-year Treasury yield break above 4.75% would compress MTUM's long-duration AI holdings before November's reconstitution can rescue the portfolio.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM's portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has done almost all the lifting. With the next MSCI semi-annual reconstitution due in late November, MTUM holders need to understand exactly what the rebalance could rewire.
Micron (MU) surged 801% in a year, and its top-tier momentum score could push MTUM's semiconductor weight sharply higher after November's rebalance.
A 10-year Treasury yield break above 4.75% would compress MTUM's long-duration AI holdings before November's reconstitution can rescue the portfolio.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Microsoft didn't make the cut. Grab the names FREE today.
The iShares MSCI USA Momentum Factor ETF (NYSEARCA:MTUM) has run hard this year, climbing 30% year to date and 38% over the past 12 months to roughly $326. Headline numbers, though, mask a violent rotation inside MTUM's portfolio. The AI/cloud mega-caps that powered the momentum trade through 2025 have stumbled, while one AI-memory name has done almost all the lifting. With the next MSCI semi-annual reconstitution due in late November, MTUM holders need to understand exactly what the rebalance could rewire.
1 month ago
Microsoft (MSFT) shares are headed for their worst month since 2000, according to data published Monday by Bloomberg.
After a bruising month for Big Tech, in which investors sold out of Microsoft, shares in the tech leader are down roughly 17% in June. If shares close out the month at that level, it will be the worst month for Microsoft since December 2000, when the company lost 24.4%.
The company has lost roughly $570 billion in market value.
However, if shares can rally to finish the month anywhere better than a loss of 16.56%, February 2008 — only months before the collapse of Lehman Brothers triggered a global economic meltdown — will continue to stand as the worst month for Microsoft since December 2000.
2026 has largely been a good year for the tech sector, as State Street's technology sector ETF (XLK) has returned 27% to date, higher than the S&P's 8%. Yet tech's megacap leaders have had a harder go of it: The Roundhill Magnificent Seven ETF (MAGS), which tracks the performance of the so-called Mag Seven stocks (Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA)) has shed 10.7% over the past month of trading days, for a yearly loss of roughly 4%.
After a bruising month for Big Tech, in which investors sold out of Microsoft, shares in the tech leader are down roughly 17% in June. If shares close out the month at that level, it will be the worst month for Microsoft since December 2000, when the company lost 24.4%.
The company has lost roughly $570 billion in market value.
However, if shares can rally to finish the month anywhere better than a loss of 16.56%, February 2008 — only months before the collapse of Lehman Brothers triggered a global economic meltdown — will continue to stand as the worst month for Microsoft since December 2000.
2026 has largely been a good year for the tech sector, as State Street's technology sector ETF (XLK) has returned 27% to date, higher than the S&P's 8%. Yet tech's megacap leaders have had a harder go of it: The Roundhill Magnificent Seven ETF (MAGS), which tracks the performance of the so-called Mag Seven stocks (Apple (AAPL), Alphabet (GOOGL, GOOG), Microsoft (MSFT), Amazon (AMZN), Meta (META), Tesla (TSLA), and Nvidia (NVDA)) has shed 10.7% over the past month of trading days, for a yearly loss of roughly 4%.
1 month ago
The S&P 500 has delivered strong gains over the past several years. Artificial intelligence remains a dominant investment theme, and stock valuations have climbed well above historical averages. Whenever markets reach these levels, discussions about an impending crash tend to follow -- and with good reason.
Indeed, history offers a useful perspective.
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 »
One of the most widely followed valuation measures is the Shiller P/E CAPE ratio, which compares stock prices to average inflation-adjusted earnings over the previous 10 years. Historically, elevated CAPE ratios have been **** ociated with lower long-term returns and, in some cases, major market corrections. And today, the CAPE ratio remains elevated.
That doesn't mean a crash is imminent, though.
Indeed, history offers a useful perspective.
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 »
One of the most widely followed valuation measures is the Shiller P/E CAPE ratio, which compares stock prices to average inflation-adjusted earnings over the previous 10 years. Historically, elevated CAPE ratios have been **** ociated with lower long-term returns and, in some cases, major market corrections. And today, the CAPE ratio remains elevated.
That doesn't mean a crash is imminent, though.
1 month ago
Getting hit by another driver is bad enough. What makes it genuinely worse is discovering, somewhere between the police report and the first adjuster call, that you both pay insurance premiums to the same company.
Imagine Maya, a 34-year-old graphic designer in Columbus, Ohio, who got rear-ended at a stoplight in March. The other driver admitted fault on the spot. Maya filed a police report, took photos, and opened a claim with her insurer that same afternoon. Then, a few days later, when she followed up on the claim status, she noticed the same adjuster name appearing on both sides of the correspondence — hers and the other driver's.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Robert Kiyosaki says this 1 **** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
Imagine Maya, a 34-year-old graphic designer in Columbus, Ohio, who got rear-ended at a stoplight in March. The other driver admitted fault on the spot. Maya filed a police report, took photos, and opened a claim with her insurer that same afternoon. Then, a few days later, when she followed up on the claim status, she noticed the same adjuster name appearing on both sides of the correspondence — hers and the other driver's.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — here are 5 ways to build wealth like a landlord without actually being one
Robert Kiyosaki says this 1 **** et will surge 400% in a year and begs investors not to miss this 'explosion'
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
1 month ago
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA) announced on June 22 the NVIDIA Vera Rubin platform that delivers world-class supercomputers for science, bringing together NVIDIA CUDA-X™ libraries, native double-precision (FP64) performance, and the full-stack capabilities of the NVIDIA AI platform. It further stated that Vera Rubin combines the company's complete accelerated computing stack, ranging from hardware to software and optimized scientific libraries, and accelerated AI, simulation, and data-intensive research. Management stated that the Vera Rubin platform is "designed for the era of agents to advance scientific discovery by accelerating workloads such as climate modeling, computational fluid dynamics, quantum chemistry, and energy exploration".
In a separate development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare earth imports, and the award is part of President Donald Trump's move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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 our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
In a separate development, Reuters reported on June 17 that the United States government awarded $500 million on Wednesday to startup SandboxAQ, which is backed by NVIDIA Corporation (NASDAQ:NVDA), for the development of new chemicals and materials for domestic semiconductor manufacturing. This includes alternatives to PFAS and rare earth imports, and the award is part of President Donald Trump's move to allocate research funds under the CHIPS Act. Reuters also provided additional context, reporting that this effort previously funded a $150 million investment in new chip manufacturing tools and a $2 billion investment in quantum computing.
NVIDIA Corporation (NASDAQ:NVDA) designs and manufactures computer graphics processors, chipsets, and other multimedia software. It operates in the Compute & Networking and Graphics Processing Unit (GPU) segments.
While we acknowledge the potential of NVDA 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 our free report on the best short-term AI stock.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.
1 month ago
Thematic ETFs are a rapidly growing category approaching 400 funds and $300 billion in ****** ets. However, over 60% of thematic ETFs have a Sharpe ratio below 1.0, meaning most aren't delivering strong risk-adjusted returns despite their popularity among investors seeking exposure beyond benchmark heavyweights. What's more, the due diligence burden falls squarely on the investor when venturing into thematic or sector/industry funds, contrasting that with active core strategies where the manager bears more responsibility.
From the labeling problem in thematics to the growing overlap of holdings, don't miss this week's Zoo crew thoughts on all things thematic. ETF Zoo host Dave Nadig, President & Director of Research at ETF.com is joined this week by freelancer Lara Crigger; Mike Akins, founding partner of ETF Action; and Todd Sohn, Senior ETF & Technical Strategist at Strategas Securities.
Curious for more? Tune into the full episode that covers ****** eX IPO ETF shenanigans, leveraged and inverse investing by the numbers, and recent developments in the ongoing ETF share class rollout.
Permalink | © Copyright 2026 etf.com. All rights reserved
From the labeling problem in thematics to the growing overlap of holdings, don't miss this week's Zoo crew thoughts on all things thematic. ETF Zoo host Dave Nadig, President & Director of Research at ETF.com is joined this week by freelancer Lara Crigger; Mike Akins, founding partner of ETF Action; and Todd Sohn, Senior ETF & Technical Strategist at Strategas Securities.
Curious for more? Tune into the full episode that covers ****** eX IPO ETF shenanigans, leveraged and inverse investing by the numbers, and recent developments in the ongoing ETF share class rollout.
Permalink | © Copyright 2026 etf.com. All rights reserved
1 month ago
BE Semiconductor Industries N.V. (OTC:BESIY) is one of the fastest-growing high-bandwidth memory stocks to buy. The company strengthened its HBM-adjacent case on June 18, 2026, when it raised its long-term revenue target to €1.7 billion to €2.2 billion from €1.5 billion to €1.9 billion at its 2026 Investor Day. BE Semiconductor tied the higher target to improved order momentum since Q2 2025, rising demand for 2.5D AI-related datacenter and photonics applications, and new hybrid bonding use cases in logic, memory, and co-packaged optics. That is directly relevant to HBM because advanced AI chips increasingly depend on tighter integration between processors, memory stacks, and packaging technologies.
The update also followed a strong Q1 2026, when revenue rose 28.3% year over year to €184.9 million, and orders jumped 104.5%, helped by hybrid bonding, mobile, and photonics demand. BE Semiconductor is not a memory producer, but its bonding tools place it close to the manufacturing bottlenecks behind AI memory and advanced packaging.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
BE Semiconductor Industries N.V. (OTC:BESIY) is a Netherlands-based semiconductor ***** embly equipment company that supplies die attach, hybrid bonding, packaging, plating, and related systems used in advanced semiconductor manufacturing.
While we acknowledge the potential of BESIY 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 our free report on the best short-term AI stock.
The update also followed a strong Q1 2026, when revenue rose 28.3% year over year to €184.9 million, and orders jumped 104.5%, helped by hybrid bonding, mobile, and photonics demand. BE Semiconductor is not a memory producer, but its bonding tools place it close to the manufacturing bottlenecks behind AI memory and advanced packaging.
Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process.
BE Semiconductor Industries N.V. (OTC:BESIY) is a Netherlands-based semiconductor ***** embly equipment company that supplies die attach, hybrid bonding, packaging, plating, and related systems used in advanced semiconductor manufacturing.
While we acknowledge the potential of BESIY 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 our free report on the best short-term AI stock.
1 month ago
Grow Funds, an investment Advisor, released its Q1 2026 investor letter for "GROW Small Cap Equity Long/Short Fund". A copy of the letter can be downloaded here. In Q1 2026, GROW Small Cap Equity Long/Short L.P (Fund) returned 4.18%, outperforming the Russell 2000 Growth Index's –2.80%, HFRI Equity Hedge Index's -0.24%, and the HFRI Fundamental Growth Index's 0.47% returns. Long positions and hedges, and short positions, safeguarded the portfolio amid the volatility driven by the Iran War. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Grow Funds highlighted Tigo Energy, Inc. (NASDAQ:TYGO). Tigo Energy, Inc. (NASDAQ:TYGO) is a US based leading provider of solar and energy storage solutions. On June 18, 2026, Tigo Energy, Inc. (NASDAQ:TYGO) closed at $2.79 per share. One-month return of Tigo Energy, Inc. (NASDAQ:TYGO) was -36.78%, and its shares gained 107.09% over the past 52 weeks. Tigo Energy, Inc. (NASDAQ:TYGO) has a market capitalization of $211.79 million.
Grow Funds stated the following regarding Tigo Energy, Inc. (NASDAQ:TYGO) in its Q1 2026 investor letter:
"Tigo Energy, Inc. (NASDAQ:TYGO) operates as a leading provider of intelligent solar and energy storage solutions, focusing on Module Level Power Electronics (MLPE) to maximize solar array performance. Their business model revolves around developing, manufacturing, and selling hardware (optimizers, inverters) and software (monitoring platforms) to installers and distributors globally. Prior to 2025, the solar industry had experienced multiple down years, especially in residential markets. With the increase in energy prices due to the Iran War, Solar's value proposition has improved signficantly. We believe TYGO will benefit from this trend and as they remain the low cost provider for solar inverters. TYGO can continue to take share from Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) who are growing slower and have more expensive valuations."
Tigo Energy, Inc. (NASDAQ:TYGO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 17 hedge fund portfolios held Tigo Energy, Inc. (NASDAQ:TYGO) at the end of the first quarter, up from 12 in the previous quarter. In Q1 2026, Tigo Energy, Inc. (NASDAQ:TYGO) reported revenue of $25.2 million, marking a 33.7% growth compared to the prior year period. While we acknowledge the potential of Tigo Energy, Inc. (NASDAQ:TYGO) 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 our free report on the best short-term AI stock.
In its first-quarter 2026 investor letter, Grow Funds highlighted Tigo Energy, Inc. (NASDAQ:TYGO). Tigo Energy, Inc. (NASDAQ:TYGO) is a US based leading provider of solar and energy storage solutions. On June 18, 2026, Tigo Energy, Inc. (NASDAQ:TYGO) closed at $2.79 per share. One-month return of Tigo Energy, Inc. (NASDAQ:TYGO) was -36.78%, and its shares gained 107.09% over the past 52 weeks. Tigo Energy, Inc. (NASDAQ:TYGO) has a market capitalization of $211.79 million.
Grow Funds stated the following regarding Tigo Energy, Inc. (NASDAQ:TYGO) in its Q1 2026 investor letter:
"Tigo Energy, Inc. (NASDAQ:TYGO) operates as a leading provider of intelligent solar and energy storage solutions, focusing on Module Level Power Electronics (MLPE) to maximize solar array performance. Their business model revolves around developing, manufacturing, and selling hardware (optimizers, inverters) and software (monitoring platforms) to installers and distributors globally. Prior to 2025, the solar industry had experienced multiple down years, especially in residential markets. With the increase in energy prices due to the Iran War, Solar's value proposition has improved signficantly. We believe TYGO will benefit from this trend and as they remain the low cost provider for solar inverters. TYGO can continue to take share from Enphase Energy (ENPH) and SolarEdge Technologies (SEDG) who are growing slower and have more expensive valuations."
Tigo Energy, Inc. (NASDAQ:TYGO) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 17 hedge fund portfolios held Tigo Energy, Inc. (NASDAQ:TYGO) at the end of the first quarter, up from 12 in the previous quarter. In Q1 2026, Tigo Energy, Inc. (NASDAQ:TYGO) reported revenue of $25.2 million, marking a 33.7% growth compared to the prior year period. While we acknowledge the potential of Tigo Energy, Inc. (NASDAQ:TYGO) 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 our free report on the best short-term AI stock.
1 month ago
DexCom, Inc. (NASDAQ:DXCM) is one of the 12 High Quality Stocks to Buy for the Long Term.
On June 15, 2026, Piper Sandler **** yst Matt O'Brien raised the firm's price target on DexCom, Inc. (NASDAQ:DXCM) to $88 from $75 and maintained an Overweight rating on the shares. O'Brien said Piper Sandler updated some of its models to better align with quarterly cadence, company guidance, and consensus estimates. For DexCom, the firm cited greater visibility into the long-term pipeline and catalyst cadence supporting sustained, outsized top-line growth.
On June 12, 2026, the U.S. Food and Drug Administration cleared DexCom, Inc.'s (NASDAQ:DXCM) Stelo Glucose Biosensor System for marketing as the first over-the-counter continuous glucose monitor for children. The integrated CGM is indicated for people two years of age and older who do not use insulin. The FDA had previously cleared Stelo OTC for individuals 18 years and older in March 2024. Michelle Tarver, Director of the Center for Devices and Radiological Health, said the clearance reflects the FDA's commitment to supporting innovation for pediatric patients.
Pixabay/Public Domain
On June 10, 2026, TD Cowen **** yst Joshua Jennings raised the firm's price target on DexCom, Inc. (NASDAQ:DXCM) to $95 from $75 and maintained a Buy rating on the shares. Jennings said DexCom appears to be at the forefront of the T2NIT coverage expansion initiative and that CONNECT represents a compelling dataset for payers. TD Cowen views DexCom as a share gainer in the U.S. T2NIT market, while noting that incremental access should benefit all players because of the size of the opportunity.
On June 15, 2026, Piper Sandler **** yst Matt O'Brien raised the firm's price target on DexCom, Inc. (NASDAQ:DXCM) to $88 from $75 and maintained an Overweight rating on the shares. O'Brien said Piper Sandler updated some of its models to better align with quarterly cadence, company guidance, and consensus estimates. For DexCom, the firm cited greater visibility into the long-term pipeline and catalyst cadence supporting sustained, outsized top-line growth.
On June 12, 2026, the U.S. Food and Drug Administration cleared DexCom, Inc.'s (NASDAQ:DXCM) Stelo Glucose Biosensor System for marketing as the first over-the-counter continuous glucose monitor for children. The integrated CGM is indicated for people two years of age and older who do not use insulin. The FDA had previously cleared Stelo OTC for individuals 18 years and older in March 2024. Michelle Tarver, Director of the Center for Devices and Radiological Health, said the clearance reflects the FDA's commitment to supporting innovation for pediatric patients.
Pixabay/Public Domain
On June 10, 2026, TD Cowen **** yst Joshua Jennings raised the firm's price target on DexCom, Inc. (NASDAQ:DXCM) to $95 from $75 and maintained a Buy rating on the shares. Jennings said DexCom appears to be at the forefront of the T2NIT coverage expansion initiative and that CONNECT represents a compelling dataset for payers. TD Cowen views DexCom as a share gainer in the U.S. T2NIT market, while noting that incremental access should benefit all players because of the size of the opportunity.
2 months ago
Target (NYSE: TGT) just reaffirmed its commitment to its long-standing dividend by approving the 55th consecutive annual increase. Thanks to the 1.8% hike in the payout, its dividend is now $4.64 per share annually.
That dividend increase also amounts to its smallest hike in 55 years, which may disappoint some investors. However, other investors who take a closer look at the company's condition may perceive it as one of the top Dividend King stocks to buy in June. Here's why.
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 »
Admittedly, Target has struggled in recent years, particularly when compared to rivals such as Walmart and Costco. Challenges such as high inventories, a less desirable product mix, messy stores, and controversial political stances have contributed to declining sales and a falling stock price.
When former Chief Operating Officer Michael Fiddelke became CEO in February, he changed direction by pledging to invest $5 billion to upgrade stores, improve its technology, and change its product mix.
That dividend increase also amounts to its smallest hike in 55 years, which may disappoint some investors. However, other investors who take a closer look at the company's condition may perceive it as one of the top Dividend King stocks to buy in June. Here's why.
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 »
Admittedly, Target has struggled in recent years, particularly when compared to rivals such as Walmart and Costco. Challenges such as high inventories, a less desirable product mix, messy stores, and controversial political stances have contributed to declining sales and a falling stock price.
When former Chief Operating Officer Michael Fiddelke became CEO in February, he changed direction by pledging to invest $5 billion to upgrade stores, improve its technology, and change its product mix.
2 months ago
Roivant Sciences Ltd. (NASDAQ:ROIV) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 20, Roivant Sciences reported its financial results for FQ4 and the full year FY2026, alongside a comprehensive business update. The company finished the year with $4.3 billion in consolidated cash and marketable securities, providing a runway into profitability. A significant highlight was a $2.25 billion global settlement reached with Moderna, concluding pending patent-infringement litigation.
In its clinical portfolio, Roivant reported positive results for IMVT-1402 in difficult-to-treat rheumatoid arthritis, with further updates expected later this year. Additionally, brepocitinib received Breakthrough Therapy Designation for cutaneous sarcoidosis, and its commercial launch for dermatomyositis is scheduled for late September 2026. Topline data for several other programs, including studies in non-infectious uveitis and pulmonary hypertension, are also anticipated in H2 2026.
CEO Matt Gline expressed confidence in the company's momentum, emphasizing the potential of their differentiated pipeline to address significant patient needs. With multiple clinical readouts on the horizon and clear timelines for upcoming launches and trial results, Roivant Sciences Ltd. (NASDAQ:ROIV) maintains a strong strategic trajectory for the remainder of the calendar year.
Roivant Sciences Ltd. (NASDAQ:ROIV) develops and commercializes medicines through a network of subsidiary companies. It acquires or in-licenses drug candidates and advances them through clinical development across multiple therapeutic areas, including immunology, dermatology, and rare diseases.
While we acknowledge the potential of ROIV 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 our free report on the best short-term AI stock.
In its clinical portfolio, Roivant reported positive results for IMVT-1402 in difficult-to-treat rheumatoid arthritis, with further updates expected later this year. Additionally, brepocitinib received Breakthrough Therapy Designation for cutaneous sarcoidosis, and its commercial launch for dermatomyositis is scheduled for late September 2026. Topline data for several other programs, including studies in non-infectious uveitis and pulmonary hypertension, are also anticipated in H2 2026.
CEO Matt Gline expressed confidence in the company's momentum, emphasizing the potential of their differentiated pipeline to address significant patient needs. With multiple clinical readouts on the horizon and clear timelines for upcoming launches and trial results, Roivant Sciences Ltd. (NASDAQ:ROIV) maintains a strong strategic trajectory for the remainder of the calendar year.
Roivant Sciences Ltd. (NASDAQ:ROIV) develops and commercializes medicines through a network of subsidiary companies. It acquires or in-licenses drug candidates and advances them through clinical development across multiple therapeutic areas, including immunology, dermatology, and rare diseases.
While we acknowledge the potential of ROIV 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 our free report on the best short-term AI stock.
2 months ago
The first half of 2026 is drawing to a close, and shares of Apple (NASDAQ: AAPL) have turned in a disappointing performance so far.
The 9% jump in Apple stock this year is underwhelming compared to the 15% jump seen in the tech-focused Nasdaq Composite index. However, the stock's fortunes could turn around in the second half of the year, driven by the arrival of a foldable iPhone that should help Apple tap into a fast-growing smartphone niche.
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 »
Let's look at the reasons why this new product could become a major catalyst for Apple.
Recent leaks suggest that Apple could indeed launch a foldable iPhone in September this year. There are references to foldable features in the beta code of Apple's latest smartphone software -- iOS 27. Meanwhile, Bloomberg's Mark Gurman predicts that Apple could launch the foldable iPhone in just two colors, while noted Apple ***** yst Ming-Chi Kuo of TF International Securities suggests the same.
The 9% jump in Apple stock this year is underwhelming compared to the 15% jump seen in the tech-focused Nasdaq Composite index. However, the stock's fortunes could turn around in the second half of the year, driven by the arrival of a foldable iPhone that should help Apple tap into a fast-growing smartphone niche.
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 »
Let's look at the reasons why this new product could become a major catalyst for Apple.
Recent leaks suggest that Apple could indeed launch a foldable iPhone in September this year. There are references to foldable features in the beta code of Apple's latest smartphone software -- iOS 27. Meanwhile, Bloomberg's Mark Gurman predicts that Apple could launch the foldable iPhone in just two colors, while noted Apple ***** yst Ming-Chi Kuo of TF International Securities suggests the same.