Blockonomi

TLDR:
Jupiter Trailing Stop Loss menggunakan pemicu berbasis persentase, bukan harga stop tetap untuk limit order.
Level stop naik mengikuti kenaikan harga dan tidak pernah bergerak lebih rendah selama posisi trading aktif.
Fitur ini mendukung aset SPL dan Token-2022, dengan pengecualian hanya standar token transfer-fee.
SolanaFloor menyoroti peluncuran tersebut setelah Jupiter mengonfirmasi tidak ada biaya tambahan untuk alat trading baru ini.
Jupiter telah memperkenalkan fitur Trailing Stop Loss baru untuk Limit Orders, memberi trader cara untuk melindungi keuntungan saat harga terus naik. Pembaruan ini menggantikan harga stop yang tetap dengan persentase trail dinamis yang menyesuaikan naik seiring pergerakan pasar.

Poin-Poin Utama
Morpho mengamankan pendanaan sebesar $175 juta untuk memperluas infrastruktur kredit berbasis blockchain ke seluruh dunia.
Paradigm, a16z crypto, dan Ribbit Capital memimpin putaran investasi tersebut.
Deel mengintegrasikan Morpho untuk memberikan hasil berbasis stablecoin kepada kontraktor internasional.
Zama memperkenalkan setoran USDC yang bersifat rahasia ke Morpho Vaults tak lama setelah diluncurkan.
Coinbase, BitGo, Juno, HashKey, dan Huma tengah memperluas jangkauan ekosistem Morpho.
Morpho menyelesaikan putaran penggalangan dana senilai $175 juta yang dirancang untuk mempercepat infrastruktur kredit terbukanya saat teknologi blockchain semakin merambah ke arus utama keuangan. Putaran ini dipimpin oleh Paradigm, a16z crypto, dan Ribbit Capital. Suntikan modal ini memungkinkan Morpho membangun lapisan kredit yang komprehensif untuk melayani perusahaan fintech, pelaku institusional, dan platform yang native blockchain.

Key Highlights
PEG stock advanced 1.68% amid PSE&G’s weekend storm preparations.
PSE&G deployed crews and equipment ahead of heat wave and thunderstorm threats.
Extreme heat warning remained in effect as severe weather loomed over New Jersey.
Residents advised to prepare emergency supplies and stay away from fallen power lines.
Elevated air conditioning demand highlighted grid reliability concerns for PSE&G.
Shares of Public Service Enterprise Group (PEG) moved higher as its utility subsidiary PSE&G mobilized resources ahead of extreme heat and potential weekend storms. PEG advanced 1.68% to close at $81.62 during the trading session. The uptick followed the utility’s announcement regarding outage preparedness and anticipated surges in power consumption.
Public Service Enterprise Group Incorporated, PEG
PSE&G Mobilizes Resources Ahead of Weather Threats
PSE&G announced enhanced staffing levels throughout its service area as the holiday weekend approached. The company strategically deployed crews and stockpiled repair materials for rapid response capabilities. The operational strategy prioritized both heat-related strain and potential storm-induced infrastructure damage.
The National Weather Service maintained an Extreme Heat Warning through Saturday evening while simultaneously issuing storm alerts for Friday through Sunday. High winds accompanying thunderstorms posed significant risks to trees and electrical infrastructure across the region.
PSE&G indicated that repair teams would evaluate damage systematically and prioritize restoration efforts. The utility’s strategy focuses on repairing infrastructure that restores electricity to the greatest number of customers initially. Concurrently, customer service operations prepared for increased call volumes.
Public Service Enterprise Group Stock Advances on Operational Readiness
Public Service Enterprise Group equity appreciated as investors responded favorably to the utility’s proactive weather response strategy. The stock movement signaled market confidence in the company’s operational preparedness during peak summer electricity demand periods. Nevertheless, shares retreated modestly in after-hours trading.
PSE&G functions as the state’s premier electric and gas distribution utility serving New Jersey. Public Service Enterprise Group, its parent entity, maintains close ties to grid dependability and energy consumption patterns. Consequently, severe weather developments frequently influence operational performance metrics.
The company has committed substantial capital to electric infrastructure enhancements over recent months. These investments target improved reliability during extreme weather events including storms and prolonged heat episodes. Additionally, the utility maintains that system modernization enables faster crew response following service interruptions.
Residents Advised to Ready Households for Power Disruptions
PSE&G encouraged customers to fully charge mobile phones, essential medical equipment and backup power sources before storm systems arrive. The utility recommended securing patio furniture and loose objects outdoors. Furthermore, it suggested keeping flashlights and fresh batteries readily accessible.
The utility emphasized that all downed electrical wires must be presumed energized. Residents should maintain a minimum distance of 30 feet from any fallen conductor. They should immediately report hazardous conditions to PSE&G while contacting emergency services when imminent danger exists.
PSE&G cautioned against operating gasoline-powered generators indoors, within garages or any confined areas. The company stressed that incorrect generator operation creates serious carbon monoxide poisoning risks. Customers relying on electrically-powered medical devices should enroll in PSE&G’s registry and maintain alternative contingency arrangements.
Heat Wave Intensifies Concerns Over Electricity Consumption
Prolonged extreme heat forces air conditioning systems to operate continuously, substantially increasing electrical draw. PSE&G recommended that customers adjust thermostats to higher settings during absences from residences. The utility also suggested utilizing ceiling fans, closing window coverings, and maintaining clean HVAC filters.
The company directed customers toward available energy conservation programs and consumption monitoring resources. The MyMeter platform enables customers to monitor electricity usage via online accounts or smartphone applications. Accordingly, households can modify consumption patterns before receiving elevated utility statements.
The impending weekend storm threat compounds challenges for an already taxed electrical grid infrastructure. However, PSE&G affirmed that personnel and equipment remain positioned for forecasted conditions. The announcement maintained emphasis on service reliability, public safety, and seasonal power demand management.

The post Public Service Enterprise Group (PEG) Stock Gains Ahead of Severe Weather Response appeared first on Blockonomi.

Quick Overview
Tesla activates robotaxi operations in Miami following delays past initial timeline.
TSLA shares gain momentum in after-hours trading following Miami announcement.
Miami marks the first of several postponed 2026 robotaxi cities to go live.
Waymo’s existing Miami presence intensifies competitive dynamics for Tesla.
Cybercab development continues as cornerstone of Tesla’s autonomous strategy beyond Model Y.
Tesla (TSLA) activated its autonomous ride-hailing service in Miami on Friday, refocusing attention on the company’s postponed geographic expansion strategy. This deployment extends Tesla’s robotaxi footprint into Florida following setbacks in meeting previously announced schedules. TSLA shares finished Friday’s session at $393.45, down 7.49%, before climbing modestly to $394.40 in extended trading.
Tesla, Inc., TSLA
Miami Deployment Highlights Schedule Challenges
Tesla confirmed the Miami service activation via its dedicated robotaxi social media channel, releasing details of the operational boundaries. The designated coverage zone encompasses sections of western Miami-Dade County, including West Miami, Doral, and Coral Gables. Notably absent from initial coverage are downtown Miami and Miami Beach.
This Florida entry represents Tesla’s inaugural robotaxi deployment beyond Texas and California’s San Francisco Bay Area. Miami also becomes the first among five cities that missed the company’s original first-half 2026 launch window. While the activation demonstrates forward momentum, it simultaneously highlights execution challenges.
Tesla’s announced first-half 2026 expansion list included Miami, Orlando, Tampa, Dallas, Houston, Phoenix, and Las Vegas. Only Dallas and Houston met that timeframe, leaving the remaining cities behind schedule. Miami’s activation now breaks through that logjam as the first delayed location to commence operations.
Rollout Timeline Shows Significant Gaps
Tesla initiated its autonomous ride service in Austin on June 22, 2025, deploying modified Model Y vehicles for passenger transport. Operations subsequently grew throughout Austin before extending into Dallas and Houston. The company has progressively removed safety personnel from certain trips as confidence in system performance increased.
California operations follow a distinct model because state regulations mandate specific permits for fully autonomous commercial rides. Tesla has not pursued these authorizations, resulting in Bay Area service that relies on human operators. Florida thus offers Tesla a more direct pathway for driverless commercial expansion.
Waymo’s established paid autonomous service in Miami amplifies competitive pressure on Tesla’s deployment speed. Tesla conducted Model Y testing in Miami starting August 2025. However, fare-paying passenger service only materialized after the company’s self-imposed first-half deadline had passed.
Cybercab Development Central to Investment Thesis
Tesla’s strategic robotaxi vision centers on Cybercab, a vehicle engineered specifically for autonomous operation. The design eliminates traditional steering wheels and pedals, making full autonomy a functional requirement rather than an option. Tesla currently operates its commercial robotaxi network exclusively with adapted Model Y vehicles.
Production began at Giga Texas in February when the first Cybercab exited the assembly line. Tesla has initiated public road validation in Austin using production-spec Cybercabs. Nevertheless, no jurisdiction has yet authorized the vehicle for commercial driverless passenger transport.
The Miami activation provides Tesla with momentum following notable TSLA stock weakness. However, substantial challenges remain including fleet expansion, geographic penetration, and regulatory clearances. Orlando, Tampa, Phoenix, and Las Vegas now represent critical milestones for validating the broader 2026 expansion blueprint.

The post Tesla (TSLA) Stock Gains Ground Following Miami Robotaxi Service Launch appeared first on Blockonomi.

Poin Penting
Saham Sandisk turun 14,13% meskipun tonggak manufaktur telah tercapai.
Kemitraan Kioxia meluncurkan Flash 3D generasi ke-10 di situs produksi Jepang.
Fasilitas manufaktur K2 meningkatkan produksi NAND berteknologi mutakhir untuk aplikasi AI.
Perpanjangan kemitraan hingga 2034 menyediakan kerangka pengembangan NAND yang berkelanjutan.
Pemulihan setelah jam perdagangan berlangsung secara moderat setelah tekanan jual intraday yang signifikan.
Sandisk Corporation (SNDK) mengalami penurunan tajam sebesar 14,13%, ditutup pada 1.745,00, meskipun perusahaan telah mencapai kemajuan besar melalui kolaborasi manufaktur NAND Kioxia. Perdagangan di luar jam kerja menunjukkan pemulihan moderat ke 1.762,07, yang setara dengan kenaikan 0,98%. Namun demikian, sesi perdagangan menunjukkan tekanan turun yang besar yang mengalahkan perkembangan manufaktur yang positif.

TLDR
European regulator expands MiCA registry with 37 additional crypto service providers.
Major financial institution Standard Chartered receives EU crypto authorization.
Total licensed crypto asset service providers in EU reaches 280.
Cyprus emerges as top contributor with six newly approved CASPs.
EU regulatory framework transitions from development to active enforcement phase.
Europe’s securities watchdog has expanded its MiCA-compliant crypto registry with 37 additional firms following the conclusion of the transition window. This expansion brings the total number of authorized providers to 280. The development marks a pivotal shift from regulatory development to active market oversight.
European Crypto Registry Receives Significant Update
ESMA released its initial registry revision following the conclusion of MiCA’s transitional window on Wednesday. The Friday announcement included companies that successfully obtained crypto-asset service provider authorization. Consequently, the registry now offers enhanced transparency regarding licensed European Union operators.
ESMA’s previous registry update, issued on June 26, documented 243 crypto-asset service providers. The current revision increased this figure to 280. This expansion means 37 additional companies have entered the European Union’s structured crypto regulatory framework.
Notable additions to the registry include Standard Chartered, FalconX, Sygnum Europe, and Ronin EM. Furthermore, the electronic money token section welcomed Crédit Agricole’s CACEIS division. Notably, ESMA did not document any new asset-referenced token issuers during this update cycle.
Major Bank Secures European Crypto Authorization
Standard Chartered emerged as one of the most prominent additions in ESMA’s recent registry expansion. Luxembourg’s financial authorities granted the banking institution MiCA authorization on June 25. This approval establishes a compliant pathway for the bank’s cryptocurrency operations throughout Europe.
The financial institution simultaneously obtained an Electronic Money Institution license from Luxembourg authorities. This credential enables electronic money issuance and payment processing services. Combined, these authorizations facilitate custody operations, token-related services, and payment-integrated digital asset activities.
Standard Chartered indicated these licenses align with its broader European digital asset strategy. The institution has previously expanded digital asset custody capabilities across Asian and Middle Eastern markets. MiCA provides a unified regulatory structure for comprehensive EU market participation.
Mediterranean Nation Dominates Recent Authorization Cycle
Cyprus emerged as the frontrunner in the latest ESMA registry expansion, contributing six newly authorized crypto-asset service providers. France, Italy, and Malta each contributed five companies. The Czech Republic and Spain registered four providers respectively.
Luxembourg contributed three new registrations, while the Netherlands added two companies. Germany, Liechtenstein, and Latvia each registered one licensed provider. This geographic distribution demonstrates how individual national authorities contribute approvals to the centralized ESMA registry.
Cyprus has now issued 21 MiCA authorizations through its securities regulatory body. Germany maintains the overall leadership position with 58 authorizations under BaFin supervision. Nevertheless, smaller jurisdictions remain competitive by offering streamlined and transparent licensing procedures.
Regulatory Framework Transitions to Enhanced Oversight
The most recent ESMA registry update reveals inconsistent advancement across MiCA’s different categories. The asset-referenced token registry remains without any approved issuers. The non-compliant entities roster stayed static at 162 companies.
This disparity indicates that service provider licensing is advancing more rapidly than certain token issuance approvals. Exchanges, brokers, custodial services, and financial institutions now have established pathways. However, token issuers continue facing more stringent requirements and extended approval processes.
The registry now functions beyond a simple compliance database. It influences market access decisions, counterparty verification processes, and institutional risk assessment procedures. ESMA has transformed MiCA into an operational gateway for European Union crypto market participation.

The post ESMA Expands Crypto Register by 37 Firms Following MiCA Transition Period appeared first on Blockonomi.

Key Takeaways
Rocket Lab has evolved from a launch provider into a comprehensive space systems company, with the Neutron vehicle representing its next major milestone
AST SpaceMobile is developing direct-to-smartphone satellite connectivity, partnering with major carriers like AT&T and Verizon
Planet Labs operates an extensive Earth imaging satellite constellation, monetizing through data subscriptions to enterprise and government clients
These three firms represent distinct investment theses: launch infrastructure, wireless connectivity, and geospatial intelligence
Government defense budgets and commercial satellite adoption continue driving sector growth
The commercial space industry continues expanding in July 2026, with Rocket Lab, AST SpaceMobile, and Planet Labs emerging as three particularly noteworthy stocks for investor consideration.
Rocket Lab: Vertically Integrated Space Systems Provider
Rocket Lab has successfully transformed from a niche launch provider into a vertically integrated space systems enterprise. Today’s revenue streams span orbital insertion services, satellite production, spacecraft subsystems, mission control software, and defense contracts.
Strong relationships with NASA and the Department of Defense provide reliable contract flow. The company’s upcoming Neutron launch vehicle represents a strategic expansion into medium-lift reusable rockets, targeting both commercial constellation deployments and national security payloads.
Successful Neutron deployment would significantly expand the company’s addressable market. While share price volatility persists, the diversified business structure provides resilience against individual program delays.
Rocket Lab stands out among publicly traded space companies for its operational breadth and consistent delivery track record.
AST SpaceMobile: Revolutionary Mobile Connectivity Venture
AST SpaceMobile pursues an ambitious vision: creating the first space-based cellular broadband network accessible to ordinary mobile phones without modifications.
The objective involves eliminating terrestrial coverage gaps globally. Agreements with telecommunications giants including AT&T, Verizon, and Vodafone validate market demand for this capability.
Commercial operations remain in early stages. Deploying a functioning global satellite constellation requires substantial capital investment, complex regulatory navigation, and flawless technical performance.
Significant execution risk exists, but the opportunity is equally substantial. Successful deployment could fundamentally alter global mobile communications access.
Planet Labs: Geospatial Intelligence at Scale
Planet Labs pursues a fundamentally different space business model focused on information rather than connectivity or transportation.
The company maintains one of Earth’s largest commercial Earth observation satellite networks, generating daily global imagery. This data feeds subscription-based services sold to government agencies, defense organizations, insurance companies, agricultural enterprises, and environmental monitoring groups.
Subscription-based revenue provides greater predictability compared to transactional launch businesses. Satellite imagery demand continues expanding as organizations increasingly rely on geospatial intelligence for strategic decision-making.
While revenue expansion has proceeded more gradually than some analysts anticipated, the growing customer roster and recurring revenue structure establish solid long-term fundamentals.
Investment Perspective
These three companies represent distinct segments within the broader space economy. Rocket Lab provides launch capabilities and space infrastructure. AST SpaceMobile targets global wireless connectivity gaps. Planet Labs monetizes Earth observation intelligence.
The commercial space sector benefits from increasing government expenditure, defense modernization priorities, and expanding commercial satellite applications. All three securities carry elevated risk profiles relative to traditional equity investments, but each provides unique exposure to an industry experiencing exceptional growth momentum.
The post Top 3 Space Stocks for July 2026: Rocket Lab (RKLB), AST SpaceMobile (ASTS), and Planet Labs (PL) appeared first on Blockonomi.

Poin-Poin Utama
SK Hynix mencatat hasil Q1 2026 yang bersejarah dengan pendapatan mencapai 52,57 triliun won dan keuntungan melonjak lebih dari lima kali dibanding tahun ke tahun
Sebagai pemasok utama HBM3E untuk Nvidia, perusahaan ini memiliki posisi strategis dalam ekosistem akselerator AI
Meluasnya beban kerja inferensi AI mendorong peningkatan permintaan pada produk memori server DDR5 dan SSD perusahaan
Pembuat chip memori ini melampaui Samsung untuk menjadi perusahaan publik terbesar di Korea Selatan, dengan mencapai valuasi 1 triliun dolar
Kekhawatiran utama mencakup persaingan yang semakin ketat dari Samsung dan Micron, kebutuhan belanja modal yang agresif, serta kelipatan valuasi yang lebih tinggi

Poin-Poin Penting
Pendapatan kuartal pertama 2026 mencapai €8,8 miliar dengan margin kotor sebesar 53,0% dan laba bersih total €2,8 miliar
Prakiraan pendapatan tahun penuh 2026 meningkat menjadi kisaran €36–40 miliar
Manajemen memproyeksikan penjualan tahunan sebesar €44–60 miliar pada akhir dekade, dengan margin kotor antara 56–60%
Pasar Tiongkok menyumbang 33% dari total penjualan pada tahun sebelumnya, sehingga menciptakan kerentanan terhadap regulasi
Perkiraan harga yang disepakati analis saat ini selaras erat dengan level perdagangan saat ini, yang mengindikasikan peluang kenaikan yang terbatas

Poin Penting
Nvidia mendominasi manufaktur semikonduktor AI sambil melakukan diversifikasi ke robotika, platform perangkat lunak, dan teknologi self-driving
Microsoft terus meningkatkan kemampuan AI di seluruh layanan cloud Azure, Office 365, dan kolaborasi OpenAI yang strategis
Rocket Lab telah berkembang melampaui peluncuran satelit menjadi solusi infrastruktur ruang angkasa yang komprehensif
Perusahaan-perusahaan ini berada dalam tren sekuler yang kuat: kemajuan kecerdasan buatan, migrasi cloud, dan komersialisasi ruang angkasa

Ringkasan Singkat
Meta siap mengungkap platform infrastruktur cloud AI baru, menantang raksasa teknologi seperti Microsoft, Amazon, dan Alphabet di bidang enterprise
SpaceX mengamankan posisinya di Nasdaq-100, memicu peningkatan permintaan dari dana investasi pasif
Investasi infrastruktur AI tetap menjadi tema utama yang menarik perhatian Wall Street pada tahun 2026
Comcast mengungkapkan rencana strategis untuk membagi operasinya menjadi dua entitas berbeda, memisahkan divisi teknologi dan media
Produsen chip mengalami koreksi setelah kenaikan yang kuat, meskipun ekspansi pusat data yang didorong AI mendukung pertumbuhan jangka panjang yang berkelanjutan

TLDR
Meta mengumumkan rencana untuk memonetisasi kelebihan infrastruktur komputasi AI melalui divisi layanan cloud baru
Saham CoreWeave anjlok hampir 14% sementara Nebius turun 17% setelah pengumuman tersebut
Meta menorehkan komitmen sebesar $21 miliar kepada CoreWeave dan $27 miliar kepada Nebius
Analis Wall Street mempertanyakan kelangsungan jangka panjang CoreWeave di tengah persaingan yang semakin ketat
Nebius menunjukkan metrik pertumbuhan yang lebih unggul dan kondisi keuangan yang lebih sehat dibandingkan CoreWeave yang berutang
Meta Platforms sedang meluncurkan divisi infrastruktur cloud yang dirancang untuk memonetisasi sumber daya komputasi AI yang berlebih. Pengumuman itu memicu gejolak pasar yang signifikan pada 2 Juli, dengan penyedia cloud AI khusus CoreWeave dan Nebius mengalami penurunan tajam.

Ringkasan Cepat
Nvidia mempertahankan posisi kepemimpinannya dalam perangkat keras AI melalui pangsa pasar GPU yang dominan di antara penyedia cloud utama
Microsoft mengintegrasikan kecerdasan buatan ke seluruh layanan cloud Azure, rangkaian Office, dan solusi perusahaan, didukung oleh kemampuan menghasilkan kas yang kuat
Broadcom menyediakan chip AI khusus dan infrastruktur jaringan saat investasi pusat data semakin dipercepat
Micron memanfaatkan lonjakan pertumbuhan kebutuhan memori bandwidth tinggi untuk aplikasi server AI
Meta menginvestasikan miliaran ke pengembangan infrastruktur AI sambil mungkin menargetkan ekspansi layanan cloud

Key Takeaways
Boeing shares climbed approximately 2.7% to $224.48, driven by CDB Aviation’s sale-and-leaseback agreement with Lufthansa for two 787-9 jets.
A new FAA airworthiness directive was released for all operational 737 MAX aircraft due to an electrical issue that could lead to cabin overheating.
China Southern announced a significant $3.62 billion aircraft order featuring seven freighter planes, signaling Boeing’s re-entry into the Chinese marketplace.
Sierra Summit Advisors established a fresh $7.23 million stake in Boeing in Q1, while institutional holders now control 64.82% of shares.
Wall Street maintains a “Moderate Buy” consensus with a $261.61 average price target ahead of the company’s Q2 earnings release on July 28.
Boeing (BA) shares are currently trading at $224.48, registering a 2.7% gain as favorable commercial agreements, institutional accumulation, and strengthening fundamentals drive investor interest higher.
Part of the upward momentum stems from a sale-and-leaseback arrangement for two Boeing 787-9 aircraft. CDB Aviation finalized the agreement with Lufthansa, involving two long-range jets. While modest in scale financially, the transaction demonstrates sustained appetite for wide-body aircraft in the commercial aviation sector.
Simultaneously, the FAA released a new airworthiness directive applicable to all operational 737 MAX variants. The directive addresses an electrical defect that could generate excessive heat levels in passenger and crew compartments. Regulators characterized this as an interim action to mitigate a potential safety hazard.
Despite these contrasting developments, buyers dominated trading activity throughout the session.
Boeing remains down 1.4% for the year-to-date period, and at its current $224.48 price point, trades roughly 11% beneath its 52-week peak of $252.15 reached in January 2026. The stock’s 50-day moving average registers at $223.70, while the 200-day average sits at $224.10 — closely aligned with current trading levels.
The more substantial development this week involves Boeing’s commercial breakthrough in China. China Southern has reportedly committed to a $3.62 billion purchase order that includes seven cargo aircraft. This represents a significant addition to Boeing’s order backlog and marks progress in a market many analysts had previously considered challenging.
Investment Firms Increase Stakes
Multiple institutional investors established or expanded Boeing positions during the first quarter. Sierra Summit Advisors LLC initiated a new holding worth approximately $7.23 million, acquiring 36,321 shares. Y Intercept Hong Kong Ltd opened a fresh position valued at $7.83 million. Elevation Point Wealth Partners expanded its stake by 58.3%. Institutional ownership currently represents 64.82% of outstanding shares.
Board member Bradley D. Tilden also acquired 1,370 shares in May at a price of $218.50 per share, totaling roughly $299,345 in value. Insider ownership now stands at 0.10% of the corporation.
Regarding analyst coverage, Wells Fargo launched coverage with an “overweight” recommendation and $250 price objective in April. Tigress Financial increased its target from $290 to $295 while maintaining a “buy” rating. Wolfe Research kept an “outperform” stance with a $275 target. Citigroup elevated its price goal from $256 to $260, also rating shares a “buy.” The Street consensus shows a “Moderate Buy” recommendation with an average target price of $261.61.
Q2 Results Due July 28
Boeing’s previous earnings announcement on April 22 revealed a per-share loss of $0.20 — significantly better than the analyst forecast of -$0.68. Revenue totaled $22.22 billion, representing a 14% year-over-year increase and marginally exceeding the $22.15 billion consensus estimate.
Current analyst projections call for full-year EPS of -$0.15. The upcoming quarterly report is scheduled for July 28.
Additional operational developments this week include an unexpected IT system failure that interrupted factory operations across facilities from Washington state to Florida. Boeing subsidiary Wisk Aero is also defending against litigation involving alleged retaliation connected to safety issues flagged by a former management employee.
The company’s debt-to-equity ratio currently stands at 7.42, with a market capitalization of $178.3 billion.
The post Boeing (BA) Stock Climbs on China Southern Order and Strong Institutional Interest appeared first on Blockonomi.

Frank Lee dari HSBC menaikkan target harga Intel dari $100 menjadi $200 sambil menegaskan kembali rekomendasi Buy-nya
Analis menyoroti divisi foundry Intel sebagai semakin menarik, dengan perjanjian desain diperkirakan mulai pada akhir 2026
Mitra teknologi besar seperti Apple, Alphabet, Nvidia, Microsoft, dan Amazon mewakili kolaborasi yang semakin berkembang
Perusahaan meningkatkan proyeksi pengiriman CPU servernya menjadi pertumbuhan 25% untuk 2026 dan 30% untuk 2027
Komunitas analis yang lebih luas mempertahankan sikap Hold, dengan target harga konsensus sekitar $101, yang menunjukkan potensi penurunan dari valuasi saat ini

Key Takeaways
PepsiCo’s Q2 2026 earnings release is scheduled for July 9
Analyst consensus calls for $2.21 earnings per share, compared to $2.12 in the prior-year quarter
Projected revenue stands at $23.96 billion versus $22.7 billion in Q2 2025
Options market implies a potential 4.46% price swing following the earnings announcement
Several Wall Street firms have reduced their price objectives, with Barclays at the bottom with a $144 target
PepsiCo (PEP) is set to unveil its second-quarter 2026 financial results on July 9, with shares showing limited momentum this year—gaining only 2.45% in 2026 while trailing major market indices.
Shares are currently changing hands at $141.16, hovering merely 6% above the 52-week bottom of $132.96. This positioning adds significance to the upcoming quarterly disclosure.
Street consensus anticipates earnings of $2.21 per share, representing growth from the year-ago figure of $2.12. On the top line, analysts are modeling revenues of $23.96 billion, which would mark an increase from last year’s $22.7 billion.
The options market suggests investors are bracing for a 4.46% price movement in either direction once results are disclosed. While this isn’t an exceptionally wide range, it signals genuine uncertainty surrounding the announcement.
UBS recently joined other firms in reducing its outlook, lowering its price objective from $186 down to $172 while maintaining a Buy recommendation. The investment bank noted that PEP ranks as the third-worst performer across its entire coverage roster on both absolute and relative metrics since mid-April—posting a 13.9% decline during that timeframe.
UBS acknowledged deteriorating market sentiment and suggested that PepsiCo’s Frito-Lay North America segment may struggle to recapture its historical growth trajectory. This assessment is particularly significant given that division’s longstanding reputation as a cornerstone of the company’s performance.
Wall Street Turns More Cautious
Lauren Lieberman at Barclays reduced her price objective to $144 from $158, maintaining an Equal Weight stance. She highlighted growing investor doubt regarding whether the PepsiCo Foods North America recovery can maintain its earlier momentum.
JPMorgan’s Andrea Faria Teixeira brought her target down to $170 from $178 while preserving an Overweight rating. She adjusted second-quarter projections downward to account for weaker pricing and product mix dynamics, though she noted that PepsiCo has historically delivered solid execution and that current expectations appear conservative given lackluster channel data.
Bernstein SocGen reduced its target to $142, pointing to deteriorating market share positions in both the snack and beverage categories. TD Cowen moved to a $150 target, emphasizing challenging U.S. retail conditions. Piper Sandler maintains a $178 target but highlighted rising input costs and distribution headwinds in the salty snack segment.
Navigating Margin Pressures
Dan Coatsworth from AJ Bell identified the central challenge facing management. Geopolitical tensions in the Middle East have driven up raw material costs, forcing PepsiCo into a difficult choice—either accept compressed profit margins or implement additional price increases that could alienate cost-conscious shoppers.
This tension isn’t unprecedented for PEP. During 2025, the company experienced volume softness as consumers resisted elevated pricing. The first quarter of 2026 showed encouraging signs of stabilization, but questions remain about sustainability.
With products reaching consumers over one billion times daily in 200 markets worldwide, PepsiCo maintains enormous scale. However, individual purchasing decisions at retail locations—particularly when private-label alternatives offer savings—can rapidly impact overall performance.
According to TipRanks data, PEP carries a Moderate Buy consensus rating derived from 6 Buy recommendations and 11 Hold ratings. The average analyst price target of $163.77 suggests approximately 13.56% potential appreciation from current trading levels. The most optimistic Street target reaches $183.
The company currently trades at a price-to-earnings multiple of 22.07, and UBS calculates the valuation at roughly 15 times its updated fiscal 2027 earnings estimates. Investors will get clarity when PepsiCo reports on July 9.
The post PepsiCo (PEP) Stock: Wall Street Slashes Price Targets Ahead of July 9 Q2 Earnings appeared first on Blockonomi.

Key Takeaways
PLTR shares have declined more than 37% from their late-2025 high despite impressive operational performance
First quarter 2026 revenue climbed 85% annually to reach $1.6 billion, prompting upward guidance revision
Domestic commercial revenue exploded by over 130% compared to the prior year
D.A. Davidson initiated buy rating with $175 target price, suggesting 34% potential gain
Company revealed strategic collaboration with Nvidia focused on developing AI solutions for U.S. defense applications
Shares of Palantir (PLTR) have experienced a sharp correction, declining more than 37% since reaching their November 2025 high. Currently trading near $129.49, the stock has established a 52-week trading range between $106.37 and $207.52.
Typically, such a significant decline signals fundamental deterioration within a company. However, Palantir’s operational metrics tell a completely different story.
The company delivered first quarter 2026 revenue of $1.6 billion, representing an 85% year-over-year increase. Following these results, executives elevated their full-year projections. Domestic commercial revenue experienced explosive growth exceeding 130% annually — a performance that decisively challenges the outdated perception of Palantir as merely a government-focused contractor.
Additionally, the company achieved a 46% operating income margin alongside a 57% free cash flow margin, all while making substantial investments in expansion initiatives.
What explains this disconnect?
The selloff reflects valuation contraction rather than business deterioration. At its zenith, Palantir commanded a premium that priced in multiple years of extraordinary expansion. When market sentiment rotated from high-multiple software companies toward semiconductor plays, that premium evaporated. The underlying business fundamentals remained intact. Only the market price adjusted.
Even following the correction, PLTR maintains a price-to-earnings multiple of 146. That remains an elevated valuation hurdle.
D.A. Davidson Initiates Buy Rating
The stock has shown signs of recovery. PLTR has advanced 10.8% during July and gained 20.5% from its 52-week closing low recorded on June 25.
D.A. Davidson analyst Gil Luria initiated buy coverage on Palantir Thursday, elevating his price target to $175 from $165. This projection indicates 34% upside potential from present levels.
Luria’s investment thesis emphasizes Palantir’s AI orchestration platform, which enables enterprise clients to leverage multiple AI models simultaneously instead of becoming dependent on single providers such as OpenAI or Anthropic. Recent tensions between Anthropic and federal agencies have heightened enterprise concerns about such vendor lock-in scenarios.
Palantir’s technology operates above the model infrastructure layer, insulating clients from risks associated with any individual model facing restrictions or discontinuation.
Luria also highlighted Palantir’s Ontology solution, which structures and protects client data without direct exposure to underlying AI models. This capability proves essential for sectors handling confidential or compliance-sensitive information.
Nvidia Collaboration Strengthens Growth Narrative
Monday brought news of Palantir’s strategic alliance with Nvidia aimed at creating AI models specifically for U.S. government applications.
CEO Alex Karp discussed the partnership on CNBC Wednesday. He explained that deploying large language models effectively in defense scenarios or regulated environments requires a sophisticated application layer. He positioned Ontology as precisely that infrastructure — technology that prevents LLMs from directly accessing customer proprietary data and intellectual assets.
“Everyone who uses LLMs on the battlefield runs on top of our Ontology,” Karp stated.
He emphasized that Palantir maintains “complete agnosticism” regarding which models clients select for deployment on its platform.
Shares appreciated 2.8% Thursday following the analyst upgrade, closing at $129.49.
The post Palantir (PLTR) Stock Falls 37% Despite Record-Breaking Earnings and Growth appeared first on Blockonomi.

Poin Penting
Indeks KOSPI memantul 5,76% pada Jumat untuk ditutup di 8.088,34 setelah sempat jatuh ke 7.300 pada perdagangan awal pagi
SK Hynix naik 10,88% sementara Samsung Electronics melaju 8,22%, menghapus sebagian besar kerugian besar yang terjadi pada Kamis
Berita tentang potensi kerja sama antara perusahaan AI Anthropic dan Samsung dalam pengembangan perangkat keras khusus meningkatkan sentimen
Analis pasar menggambarkan penjualan panik pada Kamis sebagai reaksi berlebihan terhadap rencana monetisasi kapasitas AI Meta
SK Hynix mengungkapkan rencana penawaran saham senilai $29,4 miliar bersamaan dengan pencatatan Nasdaq ADR yang akan datang untuk menarik investor global

Poin Penting
Bank sentral India menuntut pemisahan sepenuhnya antara perbankan dan mata uang kripto.
Stablecoin yang diterbitkan secara privat memicu kekhawatiran yang meningkat terkait risiko sistem pembayaran.
Tinjauan parlemen terhadap aset digital dimulai kembali setelah keputusan Mahkamah Agung pada 2020.
Bank sentral memperingatkan bahwa kerangka regulasi dapat melegitimasi aset berisiko.
Instrumen keuangan yang ditokenisasi dapat menerima perlakuan yang berbeda dibandingkan mata uang kripto.
Bank Cadangan India telah mendesak para pemimpin parlemen untuk menetapkan batas yang ketat guna mencegah bank dan institusi keuangan terlibat dengan mata uang kripto dan stablecoin. Seiring Parlemen India melakukan peninjauan komprehensif terhadap regulasi aset digital, pejabat bank sentral telah mendorong adanya kerangka pembatasan yang memprioritaskan stabilitas sistem keuangan dengan membatasi keterlibatan kripto dalam saluran perbankan yang teregulasi serta infrastruktur pembayaran.

Key Takeaways
Nvidia maintains a $4.71 trillion market cap with just 4.5% gains year-to-date, while Apple surges 14% to reach $4.51 trillion
Shares opened Friday at $194.83, declining 1.4% and positioned beneath the 50-day moving average of $210.37
The chipmaker commits to distributing 50% of free cash flow through dividends and buybacks, supported by $80 billion repurchase program
Large institutions hold 65.27% of shares with recent position increases, though directors offloaded more than $189 million in June
Analyst community maintains Buy consensus with $303.84 mean price target, including Goldman Sachs at $285
Nvidia (NVDA) stock kicked off Friday trading at $194.83, sliding 1.4%, as the semiconductor giant defending its position as the world’s most valuable company encounters mounting pressure from Apple.
Apple has posted impressive 14% gains in 2025, pushing its valuation to $4.51 trillion. Meanwhile, Nvidia has managed only 4.5% growth during the same timeframe, standing at $4.71 trillion. The distance between them continues shrinking.
The chipmaker has defended the number-one ranking for 258 straight days since regaining it from Microsoft in late June 2024. While this marks the seventh-longest streak since 2000, Apple’s track record includes a dominant 1,344-day reign.
Source: TradingView
The critical question facing investors: can Nvidia develop the sustained dominance that Apple has demonstrated? Achieving this goal might require adopting strategies from Apple’s proven blueprint.
Apple’s winning combination includes tightly integrated hardware-software ecosystems, aggressive share buybacks, and an exceptionally loyal user base. Nvidia is pursuing similar strategies across these areas, though results remain mixed.
Capital Allocation Strategy
Regarding shareholder returns, Nvidia shows positive momentum but hasn’t matched Apple’s benchmark. While Apple distributes virtually all free cash flow to investors, Nvidia targets 50% distribution through buybacks and dividends, with plans for future expansion.
The company’s $80 billion buyback program unveiled in May demonstrates serious commitment. Management also increased the quarterly dividend to $0.25 per share from the previous $0.01 — translating to $1.00 annually with a 0.5% yield.
Nvidia’s latest quarterly results exceeded expectations, delivering $1.87 earnings per share against the $1.76 consensus forecast. Revenue reached $81.61 billion, representing 85.2% year-over-year growth and surpassing the $78.42 billion analyst projection.
Software Ecosystem and Competition
Nvidia’s CUDA platform has historically functioned as the sticky layer keeping customers tied to its hardware ecosystem. This strategy proved highly effective throughout AI’s training phase. The crucial challenge ahead: maintaining that advantage during the inference stage — when AI models operate in live production environments.
Competitors including Cerebras Systems tout superior inference performance from their chip architectures. Simultaneously, Alphabet and Amazon are engineering proprietary silicon solutions, despite remaining major Nvidia customers.
This paradox — where largest buyers simultaneously develop competing products — represents the primary threat overhanging the company’s valuation.
Institutional investment patterns generally reflect confidence. Generali Investments expanded its NVDA holdings by 8.6% during Q1 to 59,500 shares valued at $10.4 million, making it their second-largest allocation. Brighton Jones increased exposure by 12.4%. Hudson Value Partners boosted its stake by 30.7%.
However, significant insider selling occurred in June. Director Stephen C. Neal liquidated 15,500 shares at $215.73 each. Director Mark A. Stevens sold 885,000 shares at $210.17, totaling approximately $186 million. Total insider dispositions reached $410.6 million last quarter.
The stock’s 52-week trading range extends from $157.34 to $236.54. Current pricing sits below the 50-day moving average of $210.37, while remaining above the 200-day moving average of $193.50.
Wall Street maintains a Buy rating consensus with a mean price objective of $303.84. Goldman Sachs projects a $285 target, while Rothschild & Co Redburn recently upgraded its forecast to $300.
The post Nvidia (NVDA) Stock: Bullish Analysts vs. Bearish Price Action appeared first on Blockonomi.