Key Takeaways ZS expanded data security across web, email, SaaS, endpoints, and GenAI apps in Q3 FY25. A Fortune 50 auto firm grew its spend 50% after adopting six of ZS' eight data security modules. ZS won a seven-figure deal with a Fortune 100 food and beverage company.Zscaler (ZS) is seeing strong momentum in the Data Security Everywhere strategy, one of the company’s three main growth drivers. Historically, data security was most critical in data-heavy regulated industries like finance and healthcare. ...

Core Insights - The Q2 earnings cycle is set to accelerate with major banks reporting soon, but earnings season is ongoing with several companies already having reported their results [1] Group 1: Oracle (ORCL) - Oracle reported sales of $15.9 billion and adjusted EPS of $1.70, exceeding consensus expectations with growth rates of 11% and 4.3% respectively [5] - Remaining performance obligations (RPOs) increased by 41% year-over-year, indicating strong demand for Oracle's services [7] - CEO Safra Catz projected total cloud growth rate to rise from 24% in FY25 to over 40% in FY26, with cloud infrastructure growth expected to increase from 50% in FY25 to over 70% in FY26 [9] - Analysts have raised sales expectations significantly following Oracle's earnings release, reflecting a strong outlook for the company [9] Group 2: Microsoft (MSFT) - Microsoft reported EPS of $3.46 and sales of $70.0 billion, surpassing consensus expectations with growth rates of 13% and 18% respectively [11] - Microsoft Cloud revenue grew by 20% year-over-year to $42.4 billion, with Intelligent Cloud revenue (including Azure) totaling $26.8 billion, up 21% from the previous year [13] Group 3: Amazon (AMZN) - Amazon's AWS segment reported sales of $29.3 billion, reflecting a 17% year-over-year increase, indicating solid momentum [15] - Amazon signed several new AWS deals with major companies, including Adobe, Uber, and Cisco, suggesting continued demand for its services [16] - Analysts have a bullish outlook on Amazon's current fiscal year, with the Zacks Consensus EPS estimate at $6.17, representing a 12% year-over-year growth [19] Group 4: Overall Cloud Momentum - The strong results from Oracle, Microsoft, and Amazon confirm the robust demand and momentum within the cloud services sector [21][22]

Banking giant Barclays has reiterated its bullish stance on semiconductor titan Nvidia (NASDAQ: NVDA), raising its price target to $200, driven by surging demand for its artificial intelligence (AI) products.The updated target suggests a potential 38% upside from Nvidia’s current trading price of $144.50.NVDA one-week stock price chart. Source: FinboldIn a June 17 investor note, Barclays analyst Thomas O’Malley reaffirmed an ‘Overweight’ rating on Nvidia, lifting the price target from $170 to $200. The upgr ...

Core Viewpoint - Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of 3D Systems Corporation securities during the specified Class Period, indicating potential legal issues for the company and its investors [1][5]. Group 1: Class Action Details - The class action lawsuit is filed for securities purchased between August 13, 2024, and May 12, 2025, and investors may be entitled to compensation without upfront costs through a contingency fee arrangement [2][5]. - Investors wishing to serve as lead plaintiff must file a motion by August 12, 2025, and a lead plaintiff will represent other class members in the litigation [3][5]. Group 2: Allegations Against 3D Systems - The lawsuit claims that 3D Systems made false and misleading statements regarding its business resilience and the impact of weakened customer spending [5]. - It is alleged that the company overstated its resilience in challenging industry conditions and failed to disclose negative impacts on its Regenerative Medicine Program revenue due to updated milestone criteria in a partnership with United Therapeutics Corporation [5]. - The lawsuit asserts that these misleading public statements resulted in investor damages when the true details became known [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest securities class action settlement against a Chinese company at the time [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions of dollars for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing investor rights [4].

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today for 20% off.Markets are rallying this week after taking a sharp hit Friday on trouble in the Middle East between Israel and Iran that sent oil up and semis down for the day. The top performer ...

Group 1 - Sage Therapeutics, Inc. shares increased by 35.4% to $9.07, following a significant trading volume, contrasting with a 2.8% loss over the past four weeks [1] - Supernus Pharmaceuticals has agreed to acquire Sage Therapeutics for $8.50 per share in cash, totaling approximately $561 million, with potential additional value bringing the total to $12 per share, or about $795 million [2] - The acquisition is expected to close in Q3 2025, subject to customary conditions, with Sage projected to report a quarterly loss of $0.96 per share, a year-over-year increase of 43.5%, and revenues expected to reach $17.34 million, up 100.5% from the previous year [3] Group 2 - The consensus EPS estimate for Sage Therapeutics has been revised slightly lower over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [5] - Sage Therapeutics holds a Zacks Rank of 3 (Hold), indicating a neutral outlook, while another company in the same industry, Compugen, has also maintained a Zacks Rank of 3 [6][7]

Conservative Income Portfolio targets the best value stocks with the highest margins of safety. The volatility of these investments is further lowered using the best priced options. Our Enhanced Equity Income Solutions Portfolio is designed to reduce volatility while generating 7-9% yields.On our previous coverage of NewtekOne Inc. (NASDAQ: NEWT ), we highlighted why the stock was still struggling and felt it best to stick to the armada of baby bonds. We felt the decision to leave the BDC structure was so a ...

Core Viewpoint - Truist Financial Corporation (TFC) and PNC Financial Services Group, Inc. (PNC) are two prominent U.S. regional banks facing challenges in a high-interest rate environment, with both experiencing stock declines over the past six months [1][3]. Group 1: Company Overview - TFC was formed in December 2019 from the merger of BB&T Corp and SunTrust, becoming one of the largest commercial banks in the U.S. [2] - PNC has a well-diversified deposit base and is expanding its branch network and deal activity, including the acquisition of Aqueduct Capital in 2025 [2][8]. Group 2: Financial Performance - TFC shares have declined by 9.6% and PNC shares by 9.7% in the past six months, underperforming the Zacks Finance sector and the S&P 500 Index [3]. - TFC's net interest margin (NIM) increased to 3.03% in 2024 from 2.98% in 2023, while PNC's NII grew at a CAGR of 6.3% over the five years ending in 2024 [10][15]. Group 3: Strategic Initiatives - TFC has divested its insurance and asset-management units to focus on capital markets and wealth management, and has resumed share buybacks with a $5 billion plan [6][12]. - PNC is enhancing its business through partnerships, such as its agreement with Plaid and the acquisition of loan commitments from Signature Bank worth $16 billion [13][14]. Group 4: Growth Estimates - The Zacks Consensus Estimate for TFC's revenue growth is projected at 1.9% for 2025 and 4.3% for 2026, with earnings expected to rise by 5.7% and 13% respectively [18]. - PNC's revenue is expected to grow by 5.8% in 2025 and 5.5% in 2026, with earnings estimates indicating a 9% increase for 2025 and 12.2% for 2026 [20]. Group 5: Valuation and Comparison - TFC is trading at a price-to-book (P/B) ratio of 0.87, while PNC's P/B ratio is 1.22, indicating that TFC is less expensive compared to PNC [21]. - TFC's return on equity (ROE) is 8.96%, lower than PNC's 10.95%, suggesting PNC is more efficient in generating profits [22]. Group 6: Investment Outlook - PNC's diversified deposit base and investments in branch expansion are expected to support its financials, making it a more attractive long-term investment [26]. - TFC, while well-positioned for growth, has a less impressive earnings outlook compared to PNC, indicating it may not match PNC's potential in a growth-focused portfolio [27].

Regencell Bioscience Holdings Ltd. RGC, a Hong Kong-based biotech startup with no reported revenue, has gained more than 59,000% in 2025. The company, which claims to be developing traditional Chinese herbal treatments for childhood ADHD and autism, saw its market value reach nearly $30 billion, by Monday's close. Following a 38-for-1 stock split announced earlier in June, the stock skyrocketed by over 280% on Monday.Read Next: Sunrun, First Solar Plunge—Solar Stocks Hit Hard By Trump Tax Bill: Latest Regen ...

Kyler Ferris, founder of Ferris Realty, reunites with eXp Realty, bringing a 45-agent team and partnering with Joe Rodriguez to create a mega Houston YouTube presence BELLINGHAM, Wash., June 17, 2025 (GLOBE NEWSWIRE) -- eXp Realty®, “the most agent-centric real estate brokerage on the planet™” and the core subsidiary of eXp World Holdings, Inc. (Nasdaq: EXPI), today announced that Kyler Ferris, founder of Ferris Realty in Conroe, Texas, has rejoined eXp Realty, bringing a powerhouse 45-agent team and $164 ...