Why Morgan Stanley Cut Its Outlook on Hertz Global Holdings, Inc. (HTZ)
Morgan Stanley has lowered its price target for Hertz Global Holdings, Inc. (HTZ) to $3.50 from $5, reaffirming an Equal Weight rating. This adjustment stems from a 40% reduction in the firm's 2026 adjusted EBITDA estimate due to higher per-unit depreciation, primarily influenced by softening in the used-car market. Despite strong revenue growth in Q1, the stock has seen negative returns over the past year, though it maintains a significant upside potential of 135.85%.
TSLA Stock Cools Overnight After Miami Robotaxi Rally — But Morgan Stanley Sees 30,000-Vehicle Fleet By 2030
Tesla's stock saw a 7% jump after announcing its robotaxi service launch in Miami, which Morgan Stanley believes signals renewed rollout momentum. Despite an overnight dip, Morgan Stanley maintains an 'Equalweight' rating and projects Tesla's robotaxi fleet to reach 30,000 vehicles by 2030. Investors are now awaiting Tesla's Q2 earnings report on July 22 for more updates on robotaxi expansion, FSD, and other AI roadmap details, following a stronger-than-expected Q2 delivery report.
Coinbase director Frederick R. Wilson sells $1.59m in shares
Coinbase director Frederick R. Wilson sold 10,000 shares of Class A Common Stock worth approximately $1.59 million on July 1, 2026, through a pre-arranged trading plan. This sale occurred while Coinbase stock has been volatile, with analysis suggesting it is slightly overvalued. The article also touches on recent analyst ratings for Coinbase and broader industry trends like the integration of AI-powered trading tools.
Coinbase director Frederick R. Wilson sells $1.59m in shares By Investing.com
Frederick R. Wilson, a director at Coinbase Global, Inc. (NASDAQ:COIN), sold 10,000 shares of Class A Common Stock worth approximately $1.59 million on July 1, 2026, under a Rule 10b5-1 trading plan. These sales leave his associated trust with 20,000 shares, and follow a period where Coinbase stock has seen significant volatility, being down 53% over the past year. The sales align with recent analyst concerns about Coinbase's revenue and developments like its plans for tokenized U.S. stocks and the integration of AI-powered trading tools.
PPL (PPL) Stock Dips While Market Gains: Key Facts
PPL (PPL) stock dropped 2.11% while the broader market gained, with the S&P 500 up 0.72%, the Dow 0.3%, and Nasdaq 1.12%. Analysts project PPL will report earnings of $0.35 per share and $2.17 billion in revenue for its upcoming release, representing year-over-year growth. The stock currently holds a Zacks Rank of #3 (Hold) and is trading at a Forward P/E of 18.92, a slight premium to its industry.
Owens Corning (OC) Stock Slides as Market Rises: Facts to Know Before You Trade
Owens Corning (OC) saw its stock slide by 2.83% to $146.79 in the latest close, underperforming the broader market's gains. Despite this dip, the company's shares have risen 26.73% over the last month, outperforming the Construction sector. Analysts expect Owens Corning to report Q2 earnings of $3.02 per share, a 28.27% year-over-year decline, with revenue projected to be $2.67 billion, a 2.75% drop.
Coinbase (NASDAQ: COIN) director’s 10b5-1 plan sells 10,000 shares
A Coinbase Global, Inc. director, Frederick R. Wilson, reported the sale of 10,000 shares of Class A Common Stock by The Fred and Joanne Wilson 2012 Delaware Trust on July 1, 2026. These transactions, executed under a pre-arranged Rule 10b5-1 trading plan adopted on February 18, 2026, involved multiple sales at varying prices. After the sales, the trust holds 29,900 shares, and Wilson, along with his spouse, beneficially owns 184,973 shares directly, with disclaimers for other indirect holdings.
TD Cowen Names Chewy (CHWY) Its Top Smid-Cap Stock Idea for 2026
TD Cowen analyst William Kerr has named Chewy (CHWY) as the firm's top smid-cap stock idea for 2026, reiterating a Buy rating and a $34 price target. Kerr highlights several growth drivers for Chewy, including veterinary partnerships, an expanding advertising business, automation of fulfillment, the Chewy+ membership, and generative AI integration. The analyst also notes Chewy's attractive valuation and strong position in the growing online pet product market.
Altria vs. Philip Morris International: Tobacco Still Makes a Great Stock. Which Is a Better Buy in 2026?
This article compares Altria Group (MO) and Philip Morris International (PM) as investment options in 2026, highlighting their respective market positions and growth strategies. Altria maintains domestic dominance with traditional and oral nicotine products, while Philip Morris International leads global innovation in smoke-free alternatives. The authors concluded that Altria's strong dividend and moderate valuation make it a better buy for income-focused investors despite its slower revenue growth projections.
Park Ha Biological Technology Co., Ltd. Announces Official Approval of Its North American Amazon Store, Launching a New Era of Brand Globalization
Park Ha Biological Technology Co., Ltd. has announced the official approval of its North American Amazon store, marking a significant step in its global expansion strategy. This achievement signifies Amazon's recognition of the company's brand strength and product competitiveness. The company plans to leverage Amazon's platform for global reach, adapting its product portfolio to North American consumer habits and enhancing its international brand exposure.
Short Sellers and Underperformance Have Generated An Opportunity In Super Micro Computer (SMCI) Stock
Super Micro Computer Inc. (SMCI) announced two strategic partnerships to strengthen its position in virtualization, edge computing, and AI infrastructure markets. These partnerships, one with StorMagic for bundled edge solutions and another with Odine to develop AI infrastructure in Türkiye, aim to expand SMCI's reach into faster-growing tech sectors. The article suggests that despite some underperformance, these developments present an opportunity, though it notes that other AI stocks might offer greater upside and less risk.
VanEck's Solana ETF filing expands U.S. crypto spot ETF race beyond Bitcoin and Ethereum
VanEck has filed a proposal for a Solana-based spot ETF with the U.S. SEC through the Cboe exchange, broadening the cryptocurrency ETF market beyond Bitcoin and Ethereum. This initiative highlights increasing interest in altcoin investment products, with the market closely monitoring the SEC's decision. Approval could diversify investment options for crypto investors.
21Shares Solana ETF Filing Turns SOL Into A Crowded Institutional Race
21Shares has filed an S-1 registration statement with the U.S. SEC for a Solana trust, intensifying the institutional race for a spot SOL ETF in the United States. This move indicates growing institutional interest in Solana, following Bitcoin and Ethereum in the crypto ETF pipeline. While SEC approval still faces challenges regarding market surveillance, custody, liquidity, and classification, the filing pushes SOL further into asset-allocation discussions among financial advisors and managed portfolios.
Cadence Stock Trades Near Street’s Target. Here’s Why It Could Go Higher.
Cadence Design Systems (CDNS) exceeded revenue expectations in Q1 2026, raising its full-year guidance to $6.225 billion, driven by a record $8 billion order backlog. Despite a temporary dip in Q1 free cash flow due to acquisition integration costs, analysts anticipate a swift reversal and strong acceleration in free cash flow throughout the year, projecting significant growth by September. TIKR's model suggests a potential 72% total return by December 2030, valuing the stock at $642, contingent on the backlog converting to cash flow and the Hexagon acquisition becoming accretive as expected.
Bar Harbor Bankshares (BHB) is a Top Dividend Stock Right Now: Should You Buy?
Bar Harbor Bankshares (BHB) is highlighted as a top dividend stock with a current dividend yield of 3.61%, significantly higher than its industry and the S&P 500. The company has a strong track record of dividend growth, increasing its payout 5 times over the last 5 years with an average annual increase of 7.96%. With expected earnings growth and a moderate payout ratio, BHB presents an attractive investment for income-focused investors, especially during periods of rising interest rates, despite its Zacks Rank of #3 (Hold).
KKR & Co. (KKR) Fell 27% Despite a Strong Recovery in March
KKR & Co. Inc. (NYSE: KKR) experienced a 27% decline in the first quarter of 2026, primarily due to Q4 2025 earnings falling short of expectations and broader concerns about private credit exposure and AI disruption risks. Despite this, the stock saw a strong recovery in March following a strategic transparency initiative in the private credit market. RiverPark Large Growth Fund maintains a positive long-term outlook for KKR, citing its diversified platform, record fundraising, and strategic acquisitions.
Applied Materials (AMAT) Advanced 33% in Q1
Applied Materials (AMAT) was the top contributor to RiverPark Large Growth Fund's portfolio in Q1 2026, advancing 33%. The company's strong fiscal Q1 2026 earnings, driven by accelerating AI computing investments, significantly outperformed expectations. RiverPark remains confident in AMAT's long-term prospects, citing its broad technology portfolio and leadership in AI-driven semiconductor equipment.
What happened in crypto today: Solana’s RWA boom, $527M BTC ETF outflows, and more
This article covers major crypto headlines, including Bitcoin's potential price bottom around $50K by Q3, the significant surge in Solana's tokenized real-world assets (RWAs) volume, and Michael Saylor's latest tease hinting at another Bitcoin purchase by Strategy. It also highlights the continued $527 million outflows from Bitcoin ETFs, contrasting with inflows into SOL, XRP, and HYPE ETFs.
/C O R R E C T I O N — Bitmine Immersion Technologies, Inc./
Bitmine Immersion Technologies (BMNR) announced that its total crypto and cash holdings have reached $11.1 billion, including 5.74 million ETH tokens. The company now owns 4.8% of the total ETH coin supply and has 4,879,157 staked ETH, representing $8.8 billion. Bitmine was recently added to the Russell 1000 Large-cap Index and its Series A Preferred Stock is trading on the NYSE under the symbol BMNP.
SouthState Bank Corporation to Announce Quarterly Earnings Results on Thursday, July 23, 2026
SouthState Bank Corporation (NYSE: SSB) announced it will release its second quarter 2026 earnings results after market close on Thursday, July 23, 2026. The company will host a conference call the following day, July 24, 2026, at 9:00 a.m. ET to discuss the results. Investors can access the earnings release and webcast details on the company's website under Investor Relations.
Are Business Services Stocks Lagging Innventure, Inc. (INV) This Year?
Innventure, Inc. (INV) has outperformed its peers in the Business Services sector year-to-date, returning 15.3% while the sector has lost 6.9% on average. The company currently holds a Zacks Rank of #2 (Buy), with analyst sentiment improving for its full-year earnings. Another strong performer in the sector is Sezzle Inc. (SEZL), which has seen an even higher return of 188.7% and holds a Zacks Rank #1 (Strong Buy).
Micron and Ford announce long-term memory supply agreement
Micron Technology Inc. and Ford Motor Company have announced a long-term strategic agreement to secure the supply of memory and storage solutions for Ford's next-generation vehicles. Micron is expanding its automotive memory production, including DRAM manufacturing in Manassas, Virginia, to meet growing global demand and ensure a consistent supply. Both companies emphasized the importance of a resilient supply chain and domestic manufacturing for future vehicle production.
CVS Health Foundation Invests $1 Million in Hartford Nonprofits Tackling Community Health Needs
The CVS Health Foundation is investing $1 million through its Hometown Fund to 20 nonprofits in Greater Hartford, Connecticut. This funding aims to expand access to healthcare, address food insecurity, increase stable housing, and enhance critical community services. The initiative highlights CVS Health's commitment to strengthening community health in areas where its colleagues live and work.
Vistra Corp. (VST) is Attracting Investor Attention: Here is What You Should Know
Vistra Corp. (VST) has been drawing investor attention, with its shares returning +1.5% over the past month, outperforming the -0.9% change of the Zacks S&P 500 composite. The company's earnings estimates are upward-revising, with an expected increase of +140.6% for the current quarter and +81% for the current fiscal year. Vistra currently holds a Zacks Rank #3 (Hold), suggesting it may perform in line with the broader market in the near term.
The Boeing Company’s (BA) Unplanned IT Outage Affects Computer Systems and Applications, Reuters Reports
The Boeing Company experienced an unplanned IT outage that significantly disrupted its computer systems and applications, as reported by Reuters and Air Current. While the company stated it understood the cause and did not believe it was a cyberattack, the disruption halted commercial jet inspections and paperwork. Despite this, some deliveries were completed on the last day of the quarter.
Widespread Vehicle Recalls and Quality Problems Squeeze Ford Motor Earnings
Ford Motor Company has faced significant financial pressure due to widespread vehicle recalls and quality problems, leading the U.S. auto industry in recalls since 2024. While warranty expenses have been a major drag on earnings, Ford's CEO Jim Farley has implemented structural changes resulting in improving warranty costs and a notable rise in J.D. Power's Initial Quality Study ranking. Despite these improvements, long-term reliability remains a challenge, and investors are closely watching how cost reductions will impact future earnings.
Tetra Tech (TTEK) Wins $49M U.S. Army Corps Contract
Tetra Tech (TTEK) has secured a $49 million multiple-award contract from the U.S. Army Corps of Engineers for architect-engineer design and technical services related to inland and coastal navigation and water resources infrastructure projects. This follows recent contract wins for digital automation services with California's Encina Wastewater Authority and support for critical infrastructure and environmental resiliency projects in Scotland. The company provides consulting and engineering services with a focus on water, environment, and sustainable infrastructure.
Why Redwire Stock Plummeted 50.2% Last Month and Has Kept Falling in July
Redwire (RDW) stock experienced a significant 50.2% drop last month and has continued to decline in July. This plummet is attributed to a new at-the-market stock sale program that will dilute shares, and broader negative trends in space stocks following SpaceX's IPO. Despite some positive contract wins, investors are wary of the company's near-term return potential.
Truist Raises its Price Target on Parker-Hannifin (PH)
Truist analyst Jamie Cook raised the price target on Parker-Hannifin (PH) to $1,269 from $1,147, maintaining a Buy rating. This adjustment is part of a Q2 preview for the machinery, infrastructure services, and multi-industry group, with strong demand and secular growth tailwinds noted. Two other analysts, Nicole Deblase of Deutsche Bank and Varun Govindaraj of Bernstein, also recently provided positive outlooks for the company.
AXT (AXTI) Appoints Tracy Liu to Board of Director
AXT, Inc. (AXTI) announced the appointment of Tracy Liu to its Board of Directors, expanding the board to five members. Liu brings over 30 years of business advisory and accounting experience. Additionally, Northland reiterated an Outperform rating for AXT with a $125 price target, and AXT's subsidiary secured a long-term supply agreement with Nanjing Casela Technologies worth $25.4 million for indium phosphide wafer substrates in 2027.
Truist Keeps Buy Rating on AECOM (ACM)
Truist maintained a Buy rating on AECOM (ACM) but lowered its price target to $102 from $109, citing strong demand trends in the infrastructure sector. The firm expects positive Q2 earnings for the sector, driven by growth in power, data centers, aerospace and defense, and infrastructure. AECOM recently secured significant contracts, including a position on the UK Government Commercial Agency Construction Professional Services 2 Framework and a contract with the U.S. Department of Homeland Security for infrastructure modernization.
UBS Raises its Price Target on JFrog (FROG)
UBS analyst Radi Sultan raised the price target for JFrog (FROG) to $110 from $92 while maintaining a Buy rating, citing strong demand, AI tailwinds, and limited competition. Benchmark also initiated coverage with a Buy rating and a $100 price target, highlighting the company's position to benefit from AI-driven software development. KeyBanc analyst Jason Celino increased his price target to $89 from $86, noting increased IT budget spending on AI and AI-readiness.
Regions buys muni bond specialist Frazer Lanier
Regions Financial has acquired Frazer Lanier, a Montgomery, Alabama-based municipal finance specialist, for an undisclosed sum. This acquisition is consistent with Regions' strategy of making "bolt-on" acquisitions to expand its services and talent rather than pursuing larger bank mergers. The deal is expected to enhance Regions' access to bond issuance and elevate its profile as a municipal securities underwriter and placement agent.
Barclays Raises its Price Target on Equinix (EQIX)
Barclays has increased its price target for Equinix (EQIX) to $1,130, maintaining an Equal Weight rating, citing higher growth expectations driven by hyperscale demand and accelerating enterprise AI demand. This follows a similar price target hike by Citi analyst Michael Rollins, who raised his target to $1,260 with a Buy rating. Equinix is also expanding its collaboration with Cisco and Nvidia to enhance enterprise AI deployment across its global data center network.
Better Energy Stock to Own in the Second Half of 2026: Energy Transfer or Occidental Petroleum?
This article compares Energy Transfer (ET) and Occidental Petroleum (OXY) as energy stock investments for the second half of 2026. While both companies have seen stock rallies, Energy Transfer is presented as the better choice due to its more stable midstream business model, higher dividend yield, and greater exposure to natural gas demand from AI data centers, insulating it better from volatile oil prices than Oxy's upstream focus.
Barclays Raises its Price Target on Digital Realty (DLR)
Barclays has increased its price target for Digital Realty (DLR) to $197 from $189, maintaining an Equal Weight rating. This adjustment is due to higher growth expectations, driven by hyperscale demand and accelerating enterprise AI demand. The firm also highlighted Digital Realty's recent agreement to acquire stakes in three Northern Virginia data centers from Blackstone-affiliated funds for $3.5 billion, enhancing its IT capacity.
Fast-paced Momentum Stock Helen of Troy (HELE) Is Still Trading at a Bargain
Helen of Troy (HELE) is identified as a fast-paced momentum stock that still trades at a bargain valuation, making it an attractive investment. The stock has shown strong recent price performance, gaining 15.6% in the last four weeks and 68.2% over the past 12 weeks, with a beta of 1.31 indicating high market sensitivity. Despite its momentum, HELE trades at a Price-to-Sales ratio of 0.37, suggesting it is undervalued, supported by a Zacks Rank #2 (Buy) and positive earnings estimate revisions.
Scilex, Vera Therapeutics rise premarket; Strategy gains
U.S. stock index futures saw gains on Monday, led by technology shares, with notable premarket movers including Scilex Holding due to a $100 million strategic investment, and Vera Therapeutics ahead of its PDUFA decision for atacicept. Solaris Energy Infrastructure also rose after an Outperform rating and acquisition, while Strategy gained as it authorized the monetization of Bitcoin holdings.
XRP ETF Inflows Signal Structural Shift in Crypto Funds
While Bitcoin and Ethereum ETFs experienced significant capital outflows last week, XRP and Solana ETFs saw substantial inflows, indicating a potential shift in institutional investor interest. XRP ETFs now have a total market capitalization of $690 million, with the Bitwise XRP ETF leading with $245.31 million in assets under management, and Solana's Bitwise Solana Staking ETF managing $595.88 million. This divergence suggests a rotation of institutional capital towards these smaller-cap alternatives.
Marvell Technology (MRVL) Deepens NVIDIA Tie Up With NVLink Role In AI Infrastructure
Marvell Technology (MRVL) has announced an expanded partnership with NVIDIA, focusing on next-generation AI infrastructure and involving the integration of Marvell products into NVIDIA's NVLink ecosystem. NVIDIA has also made a strategic investment in Marvell as part of this agreement. This collaboration positions Marvell technology closer to the core of critical hardware for AI infrastructure, with its stock showing significant gains over the past year.
Anthropic’s Claude Available in Microsoft Corporation (MSFT) Foundry Powered by Nvidia GPUs
Anthropic's Claude models are now generally available in Microsoft Foundry, allowing organizations to run Claude within their Azure environments, leveraging Microsoft's authentication, billing, and governance. These deployments are hosted in Azure infrastructure powered by Nvidia's GB300 Blackwell Ultra GPUs. This collaboration among Microsoft, Nvidia, and Anthropic aims to simplify the transition from AI experimentation to production for enterprises building agentic applications.
Donald Trump - COINBASE GLOBAL INC CLASS A Trump Trade on Mar. 17, 2026
This article details a stock trade made by Donald Trump involving COINBASE GLOBAL INC CLASS A (COIN) on March 17, 2026. The purchase amount was between $1,001 and $15,000, and the trade was disclosed on May 13, 2026. Since the trade, COIN's price change has been -19.28%, while SPY has changed by 11.91%.
BofA Reaffirms Buy Rating for Seagate Technology Holdings (STX)
Bank of America Securities (BofA) has reaffirmed its Buy rating for Seagate Technology Holdings (STX), increasing its price target from $1,000 to $1,150. This decision is based on Seagate's build-to-order contracts for nearline HDDs and the expectation of price increases upon contract renewal. Cantor Fitzgerald also raised its price target for STX on the same day.
What Makes Arista Networks (ANET) One of BlackRock’s 30 Most Important AI Stocks
Arista Networks (ANET) has been identified as one of BlackRock's 30 most important AI stocks due to its new 7060XE7 Series, a line of 1.6T networking platforms designed for rack-scale AI systems. This launch signifies Arista's transition to extensive rack-scale solutions, addressing critical AI requirements like power, density, and thermal efficiency. The company specializes in high-performance networking solutions for AI, data centers, and routing architectures, focusing on low latency and scalability for various market segments.
Microsoft Corp. (MSFT) Plans to Turn its Copilot AI Chatbots Into Unified App
Microsoft Corp. (MSFT) is planning to merge its enterprise and consumer Copilot AI chatbots into a single unified application to better compete with rivals like OpenAI's ChatGPT. This move is expected to introduce new features such as AI agents and coding tools. The company is considered a key AI stock by BlackRock and holds a strong bullish sentiment from analysts with significant upside potential.
Cantor Fitzgerald Reiterates Overweight Rating for Onto Innovation (ONTO)
Cantor Fitzgerald recently reiterated an "Overweight" rating for Onto Innovation (ONTO) and increased its target price from $350 to $410, citing the generational cycle in the semiconductor space driven by AI infrastructure buildout. Morgan Stanley also initiated coverage with an "Overweight" rating and a $371 target price, highlighting the company's strong opportunities in spectroscopic ellipsometry and projected growth in advanced node revenue and specialty device business. BlackRock is the largest institutional holder of ONTO.
AMD Stock and Intel Crushed Nvidia in the First Half. Here's My Prediction for the Second Half.
Nvidia (NVDA) significantly outperformed other AI stocks for years but saw a shift in the first half of this year, with investors rotating to Advanced Micro Devices (AMD) and Intel (INTC), causing them to soar while Nvidia had a modest gain. The author predicts Nvidia will outpace AMD and Intel in the second half due to its plans to dominate the CPU market with new releases and its attractive valuation. Nvidia is launching its first stand-alone CPU and a superchip this fall, and its stock is currently valued at about 22x forward earnings, appearing "dirt cheap" compared to its peers.
How Teradyne, Inc.’s (TER) Robotics Demos Keep Its Automation Story Grounded in Factory Use Cases
Teradyne, Inc. (TER) is showcasing its "production-ready physical AI applications" at Automate 2026, emphasizing deployable industrial robots over conceptual humanoid designs. While the company heavily relies on semiconductor test solutions, its robotics division, featuring Universal Robots and Mobile Industrial Robots, solidifies its position in industrial automation, especially as manufacturers seek adaptable work cells. The article distinguishes TER's robotics strength but suggests other AI stocks might offer greater upside and less risk.
BCE Inc. (BCE) Inks Major AI Infrastructure Deal
BCE Inc. has entered a significant AI infrastructure deal with Cohere, Hypertec, and BUZZ High Performance Computing (HPC), a subsidiary of Hive Digital Technologies. This collaboration aims to merge Bell AI Fabric's data center and connectivity with Cohere's AI solutions and BUZZ HPC's computing infrastructure to facilitate critical AI research and development. The initiative reinforces BCE's commitment to sovereign AI and growing an AI ecosystem in Canada.
LG Display (LPL) Earns ASPICE Level 2 Certification for Automotive Displays
LG Display (LPL) has achieved ASPICE Capability Level 2 certification for its automotive instrument clusters and center fascia displays, signifying high software quality and reliability. This certification is crucial as the automotive industry shifts towards software-defined vehicles, with displays becoming advanced platforms. The company plans to leverage this milestone, along with previous cybersecurity certifications, to expand its presence in key markets like North America and strengthen strategic partnerships.
