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RJ Hamster
This Company Solved What Big Tech Is Still Spending…
From our partners at Immersed Inc.
This Company Solved What Big Tech Is Still Spending Billions On
For years, virtual and augmented reality promised to change how people work. It never quite happened.
The hardware was heavy. The displays weren’t good enough. Battery life was limited. Most devices were built for gaming rather than professionals.
Today, many of those limitations have changed. Displays have improved. Hardware is becoming lighter and more comfortable. And some of the world’s largest technology companies, including Apple, Meta, Google, and Samsung, are investing billions to build the next generation of computing.
Immersed is focused on one part of that opportunity: WORK
Its software is used by 1.5M+ people, including teams at Fortune 500 companies. The company also developed Visor, a lightweight headset designed specifically for productivity, about 70% lighter than Apple Vision Pro for a third of the cost, and Curator, an AI assistant that helps organize meetings, tasks, and workflows.
Instead of asking whether people will use headsets someday, Immersed is building products for people already using them today.
Last Chance to Secure $0.79 Shares. Round Closing, Less than 48 hours remaining.
Disclosures
The valuation is set by the Company and there is currently no public market for the Company’s Common Stock. Please read the offering circular and related risks.
Immersed is offering securities through the use of an Offering Statement that has been qualified by the Securities and Exchange Commission under Tier II of Regulation A. A copy of the Final Offering Circular that forms a part of the Offering Statement may be obtained here.
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RJ Hamster
RJ Hamster
Eric Bieniemy days before tragedy
eNewspaper | NFL News | College Football News
Sports
Tue Jul 28 2026
I spoke with Eric Bieniemy days before tragedy. 1 thing stands out now
No coach in the NFL more is more sensitive to the crisis Eric Bieniemy faces than Andy Reid, writes columnist Jarrett Bell.
‘Why I do this’: Max Scherzer returns to mound on 42nd birthday
On Monday, July 27, Max Scherzer celebrated his 42nd birthday by returning to a major league mound for the first time in six weeks.
Can anyone catch Myles Garrett for NFL DPOY in 2026?
There is a clear favorite for the NFL’s Defensive Player of the Year award in 2026. Here’s a look at the contenders.
Latest embarrassment underscores Belichick’s disastrous UNC rebuild
Don’t blame Bill Belichick for North Carolina football disaster. Blame university eggheads who made the hire.
AFC West prediction, preview: Slugfest out west
The AFC West may have three playoff teams this season, but who will take the top step in the division: The Chargers, Broncos or Chiefs?
Fired women’s basketball coach says she reached settlement with Virginia
Former Virginia women’s basketball coach Amaka Agugua-Hamilton — ‘Coach Mox’ — says she reached a settlement with UVA after being fired in April.
Dabo keeps looking back. The rest of college football isn’t
It’s impossible to forget how good Dabo Swinney was in his prime. It’s impossible to forget, because Dabo won’t let us forget.
Nneka Ogwumike’s secret to thriving in the modern WNBA
Nneka Ogwumike’s last three weeks include becoming the Sparks scoring leader, an 11th All-Star selection and the WNBA All-Star scoring record holder.
Chiefs OC’s wife made 9-1-1 call after shooting, sheriff says
Elijah Bieniemy, son of the Chiefs OC, faces felony charges related to an alleged shooting that occurred on July 26.
WNBA power rankings: Trade targets for every team as deadline approaches
Aneesah Morrow, Cameron Brink and Betnijah Laney-Hamilton are some of the players we’re watching as the WNBA trade deadline approaches.
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RJ Hamster
2 Kings 4:35 – Elisha’s Seven Sneezes: Parable of…
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2 Kings 4:35
(35) Then he returned, and walked in the house to and fro; and went up, and stretched himself upon him: and the child sneezed seven times, and the child opened his eyes.
King James Version Change email Bible version
Elisha again stretches himself out on the child, and this time something happens: The child sneezes seven times and opens his eyes! What a strange way to resurrect the dead! Its very peculiarity demands a spiritual parallel, and indeed it has one.
No medical rationale sufficiently explains the boy’s sneezing. One commentator writes that, because the child’s illness centered in his head, the seven sneezes relieved the pressure that had caused his death. Wanting a rational explanation, other commentators insist the Septuagint, which lacks this clause about the child sneezing, is correct. Yet others declare that the word should be “breathed” and Elisha is the subject (for example, the Revised English Bible reads, “. . . he [Elisha] breathed into him seven times”)! The last two “solutions” have very little textual support.
These rationalists fail to recognize that miracles are by nature irrational! The child’s sneezes, therefore, are not as medically important as they are spiritually significant. Godis more interested in our grasping the lesson in this “parable” than He is in explaining how He worked the boy’s resurrection. The seven sneezes are the key to the entire story! They are spiritual therapy!
What is a sneeze? Webster’s Dictionary defines it as “a sudden violent spasmodic audible expiration of breath through the nose and mouth especially as a reflex act.” This last phrase shows that most sneezes occur as a reaction to an irritant of some sort: dust, dander, allergen, etc. The respiratory system convulses, and a 240-mph blast of air attempts to dislodge and expel the offending particle.
Does sneezing have a spiritual counterpart? Yes! The act of repentance is the part we play in clearing ourselves of irritants—sins—that enter our lives. Through repentance, we expel everything that is foreign to God’s way of life. Notice Paul’s description of repentance in II Corinthians 7:10-11:
For godly sorrow produces repentance to salvation, not to be regretted. . . . For observe this very thing, that you sorrowed in a godly manner: What diligence it produced in you, what clearing of yourselves, what indignation, what fear, what vehement desire, what zeal, what vindication! In all things you proved yourselves to be clear in this matter.
In the analogy of reviving a body to life, sneezing is a perfect picture of the individual Christian’s repentance!
One other detail remains: The child sneezed seven times. The number seven—used multiple times in the Bible—is notable for signifying completion, totality, perfection. The book of Revelation contains numerous groups of sevens: lampstands, stars, angels, churches, spirits, eyes, seals, trumpets, plagues, bowls, thunders, heads, crowns, mountains and kings. Solomon uses the number seven to show a complete list of things God hates (Proverbs 6:16-19). Sacrifices are often in groups of seven (Leviticus 23:18; I Chronicles 15:26). Scripture includes numerous other references to seven.
That the child sneezed seven times is an illustration of complete repentance. Just as Elisha’s part takes his complete exertion, so must the child put his all into the cure. One or two sneezes are not enough to rid him completely of his illness; he must sneeze until it is completely gone. Then, completely restored to his former health, he can live a new life without fear of relapse. Back in the embrace of his mother, he can go out and be a witness of God’s mercy and power (II Kings 4:36-37; 8:5).
The spiritual parallels are obvious. David cries out to God in his prayer of repentance:
Wash me thoroughly from my iniquity. . . . Purge me with hyssop, and I shall be clean. . . . Then I will teach transgressors Your ways, and sinners shall be converted to you. . . . The sacrifices of God are a broken spirit, a broken and contrite heart—these, O God, You will not despise. Do good in Your good pleasure to Zion; build the walls of Jerusalem. (Psalm 51:2, 7, 13, 17-18)
This is the kind of repentance God seeks from us now. The church has not been scattered because of righteousness! God’s displeasure with our deplorable spiritual condition has resulted in His violent expulsion of us (Revelation 3:16; see Leviticus 26:33; Daniel 12:7; Amos 9:9-10). To return to His good graces—to revive God’s church—we have to expel the sin from ourselves completely, totally, permanently, so we can be suitable representatives of Him before the world. Only then will we be fit to preach the gospel with any power to the world.
When that time will come, only God knows, and He will open the door to get it done. In the meantime, our job is to become clean by the grace of God, the blood of Christ, and the scouring effect of sincere and deep repentance. Revelation, an end-time book, contains one-third of the Bible’s occurrences of “repent” (New King James version), and this should convince us how important repentance is at this time. Christ tells the Laodiceans, “Therefore be zealous [earnest, eager] and repent” (Revelation 3:19).
This is the lesson of Elisha’s resurrection of the Shunammite woman’s son: God’s true ministers and the members must work together to produce repentance, putting God’s church back on the road to His Kingdom and eternal life!
— Richard T. Ritenbaugh
To learn more, see:
Elisha and the Shunammite Woman, Part II: Serving God’s Children
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🗳️ 240 Years. Then the First Woman Accepted the…
Here’s what happened on this day in history — the stories that shaped the world.
■ TODAY’S LEAD STORYHillary Clinton accepted the Democratic presidential nomination on July 28, 2016 — the first woman in 240 years of American presidential history to stand at that podium.READ FULL STORY →
■ ALSO ON THIS DAYA military plane struck the Empire State Building in 1945, killing fourteen — and one elevator operator survived a fall that no one should have survived.READ MORE →
■ MORE FROM HISTORYA baby born into Hamptons privilege in 1929 grew up to become the most famous First Lady in American history — and remained more private than anyone around her ever understood.READ MORE →
■ DID YOU KNOW?
Cleopatra lived closer in time to the Moon landing than to the construction of the Great Pyramid of Giza. The pyramid was built around 2560 BCE; Cleopatra died in 30 BCE; the Moon landing was 1969 CE. She was separated from the pyramid by about 2,500 years, and from Armstrong’s first step by about 2,000.
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RJ Hamster
Catch up on stories you might have missed
New stories from publishers and creators you followTue, July 28, 2026The Auto WireTrump Got a Drag Race and a Signed Corvette. GM Got Something Way More Valuable.Presidents don’t typically get invited past the guard shack. Milford Proving Ground has spent a full century keeping …The Auto WireGenesis Just Recalled 94,760 Cars Over a Fuel Leak It Already ‘Fixed’ Once BeforeGenesis is telling nearly 95,000 U.S. owners that fuel can leak out of the connection between the fuel pipe and the f…The Auto WireFord’s Empty Spanish Factory Found a Savior: The Chinese Company It Sold Volvo To in 2010Ford and Geely just announced they’re going to build cars together in Valencia, Spain, starting in 2028. There’s a ne…Today’s top storiesThe Trump team’s muddled messaging on a munitions shortfallCNNTrump to host Netanyahu, Zelenskiy as Ukraine, Iran wars reach critical stagesReutersTrump, 80, Hurls Nasty Insult at Another Female ReporterThe Daily Beast
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RJ Hamster
Why another shocking Meta capex number may keep the…
Why another shocking Meta capex number may keep the stock underwaterAll eyes on Meta’s big spending plans.
News for you, PeterWhy Microsoft, Meta, and Amazon earnings could crush the S&P 500Eyes on capex guidance this week from Big Tech.Yahoo Finance Chinese chipmaker shares surge nearly 470% in blockbuster stock market debutThe company’s shares soared by nearly 470% in its market debut, as the AI boom drives chip demand.BBC State official outlines proposed federal cuts to Colorado River water for Arizona, California and NevadaBy Andrew Hay July 27 (Reuters) – A U.S. plan for sharing the waters of the drought-stricken Colorado River would require …Reuters Savannah Guthrie makes an emotional plea to her mother’s kidnappers“Today” show host Savannah Guthrie says in a new video that her family is living an unending nightmare nearl…Associated Press This is how close Lake Powell and Lake Mead are to all-time record lowsHydrologists began warning about the Colorado River basin earlier this year.ABC News Brandon Lowe’s 10th-inning hit rallies the Pirates over the Diamondbacks 3-2Brandon Lowe singled home Billy Cook in the bottom of the 10th inning to rally the Pittsburgh Pirates to a 3-2 win over th…Associated Press Second home owners ‘feel unwelcome’ while locals struggle to buyWhy are second homes such a hotly-debated topic?BBC Trump economy at 18 months is a tale of shocks, resilience, and signs of stalled progressBy Howard Schneider and Saqib Iqbal Ahmed WASHINGTON, July 27 (Reuters) – The first 18 months of President Donald Trump’s …Reuters High School Teacher Arrested for Clapping in Support of Anti-Data Center Activists“I think we’re all in a state of fear because of what this government’s doing to us.”Futurism Katie Holmes and Tom Cruise’s Daughter Suri, 20, Has Reportedly Legally Dropped Her Dad’…The Carnegie Mellon student made the name change official.InStyle More like this
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Daily Movers: Dow Jones Futures: Market Strong Outside AI;…
Your recap for July 28, 2026 Top stories for youDow Jones Futures: Market Strong Outside AI; Seagate, SK Hynix, KLA, Bloom Energy Earnings LateMichael Saylor warns Bitcoin’s biggest threat is hereWalmart (WMT) Stock Could Be Pricey After The Salad RecallScoop: People Incorporated explores sale of The Daily Beast againExxon Mobil’s Next Earnings Report on July 31 Could Send the Stock Soaring. Here’s Why.View more storiesMy portfolio highlightsDay Change -0.95%Top gainersULUnilever66.87
+8.96%KBLBKraig Biocraft La…0.1
+6.8%HASHasbro96.34
+6.32%Top losersUURAFUcore Rare Metals2.12
-9.01%STXSeagate Technology747.3
-8.53%FIXComfort Systems USA1,626.32
-6.02%Most activesCLFCleveland-Cliffs11.98
-2.2%CSCOCisco Systems115.58
+0.88%WMTWalmart113.1
+1.22%View your portfoliosUS market highlightsS&P 500
+0.5%Dow 30
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-3.94%Top gainersROKU
Roku, Inc.143.66
+20.08%PLBL
Polibeli Group Ltd7.75
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Maase Inc.14.86
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Firefly Aerospace…31.87
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York Space System…27.69
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AST SpaceMobile, …82.41
-15.53%Most activesAAL
American Airlines…14.98
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Intel Corporation124.57
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Nokia Corporation…14.8
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🦉 The Night Owl Newsletter for July 27th
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Buy this stock tomorrow (From Chaikin Analytics)
AirJoule’s Kubota Deal Is a Major Validation—But the Hard Part Comes Next
Written by Thomas Hughes
AirJoule’s (NASDAQ: AIRJ) deal with Kubota (OTCMKTS: KUBTY)strengthens its commercialization timeline and has its stock price on track for an explosive rally. While small at face value- only two Core systems, the deal accelerates the transition from start-up to active player in infrastructure markets, with Kubota a major player.
The initial impact is validation: Kubota will incorporate the Core systems as components in a larger water production, handling, and treatment system for residential usage.
The longer-term opportunity is access to water-constrained residential markets, with Kubota serving as AirJoule’s exclusive sales channel for multi-unit developments in Texas and California.
For AirJoule investors, this means revenue now and in the future, expanding use cases and diversifying the business away from AI and data centers. More importantly, it means integration into a nationwide sales and maintenance system, reducing its overall costs and time to market.
AirJoule Begins Kubota Deployments in Q3
Years in the making, AirJoule is on track to commercialize its products in Q3.
The first deliveries to Kubota are slated for the period, and Prime sales are expected by year’s end. With this in play, the Q3 and full-year revenue forecasts are likely to be low. As it stands, analysts forecast less than $500,000 in full-year 2026 revenue, with much of it back-ended for Q4. Assuming successful delivery, the Q3 results will outpace the consensus and strengthen the longer-term outlook.
Analysts responded favorably to the news, with client notes from teams such as H.C. Wainwright reaffirming already bullish outlooks.
AIRJ receives a consensus Moderate Buy rating from the five analysts who cover the stock, reflecting an 80% Buy-side bias, and a consensus price target that implies more than 90% upside.
Institutional data reflect the analysts’ position, showing a high 63.65% ownership rate for this small-cap stock and aggressive buying. Institutional accumulation exceeded $25 to $1 in the first half and is sustaining a comparably high pace in early Q3, limiting downside risk. The likely outcome is that they continue buying shares and underpin stock price activity for the remainder of the year.
Technical action aligns with analysts and institutional activity, with lows set in early 2026 now a bottom and support rising. Early Q3 activity reflects a price pullback, but support was confirmed at a cluster of important exponential moving averages (EMA). The cluster includes long- and short-term EMAs that, in turn, reflect a Golden Crossover and subsequent confirmation, a signal of market strength and potential for reversal. In this scenario, AirJoule’s market forces are aligning with traders, speculators, and investors all taking bullish stances ahead of several expected catalysts. Resistance targets include prior highs near $5.65 and the top of the existing trading range.
AirJoule’s Next Catalysts Depend on Deployment and Regulatory Progress
AirJoule’s catalysts center on the deployment of systems in the coming months, affirming its ability to scale and meet demand.
The first are the two Core systems ordered by Kubota, followed by a Prime delivery to the EU.
The Prime system will be showcased at the EU’s Net Zero Innovation Hub and marketed to regional hyperscalers.
Follow-on catalysts include regional launches in the Middle East, aided by a TenX partnership, and regulatory approvals in the US.
The lynchpin is regulatory approvals, primarily from UL, which will enable large-scale, mass purchasing by CapEx managers and an explosive revenue surge starting in 2027.
AirJoule’s biggest risk is operating costs, but those leaning heavily on this argument misinterpret the company’s utility. AirJoule is more expensive to operate than traditional desalination services. The caveat is that AirJoule products are intended to operate far from traditional water sources, fresh or saline, and provide numerous benefits for residential, business, and industrial applications in addition to fresh water. AirJoule systems enable easy access to water resources that bypass existing regulatory frameworks, speeding development and production, and reducing heat and humidity.
There is some risk in AirJoule’s cash burn, but it is limited as of mid-2026. The company’s cash and equivalents were sufficient to fund operations and planned deployments through 2027, leaving only a minor gap between production ramp and true profitability. The likely outcome is that another $20 to $30 million will be needed to bridge the gap, but won’t become a requirement until late in 2027 or early 2028. By then, the company’s business position will be firmly established, allowing it to raise funds more easily. The production ramp is mostly derisked,since it is linked to Carrier’s massive production footprint and existing manufacturing lines.
Technical price risks include short sellers. Short interest was relatively high as of mid-July, above 10%, and rising, and may cap gains in the near-term. The opportunity, however, is that upcoming catalysts trigger short-covering. READ THIS STORY ONLINE
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Refiner Stocks Are Near Record Highs—Can Iran-Driven Margins Keep Them There?
Written by Nathan Reiff
As the war in Iran appears to be intensifying once again, the petroleum industry is facing renewed threats to production and supply after months of prior challenges.
The result is that crack spreads, which measure the difference between the value of refined products and the cost of the crude oil used to produce them, continue to soar. Crack spreads have recently reached record highs and could remain elevated in the near term if production, inventory, and refining disruptions persist.
The continued war in Iran has already benefited some U.S. refiners, who are the new recipients of global demand that was once reserved for the Persian Gulf. At least until the war resolves—and potentially afterward as well—domestic companies in this space are well-positioned to continue to generate strong cash flow and return value to investors via dividends and share buybacks.
Three oil refiners have seen their share prices soar to all-time highs in recent weeks, and the ongoing conflict may signal even more room to run.
Valero: After 82% Rally This Year, May Still Have Momentum
Valero Energy Corp. (NYSE: VLO) is a nearly $90-billion downstream company with a sizable renewables business in addition to its refining operations.
Shares have skyrocketed about 84% year to date (YTD) amid the unique crack spreads environment.
The company has excellent positioning in its Gulf Coast operations that should allow it to capitalize on bottlenecks in oil refining, keeping margins elevated for the near-to-medium term.
Investors will get an update on Valero’s financial situation when the company releases Q2 2026 earnings on July 30, but it is heading into this report already in a strong position. In the first quarter of the year, $1.3 billion in net income attributable to shareholders and $1.8 billion in refining operating income were both a sharp reversal of less-than-impressive results in the prior-year period.
Investors may expect the company to continue its aggressive buybacks and dividend payouts so long as its cash windfall from the current oil-refining environment remains in place. With its latest dividend of $1.20 per common share, the company continues to build on its multi-year history of distribution increases while maintaining a dividend yield of about 1.6% and a sustainable payout ratio.
Despite the major rally, Wall Street remains fairly bullish on VLO’s potential, with 12 out of 21 analysts calling VLO a Buy.
Marathon: Midstream Bonus Gives an Extra Advantage
With more impressive returns even than VLO, shares of Marathon Petroleum Corp. (NYSE: MPC) have risen nearly 89% YTD.
The company’s footprint includes refinery operations in both the Gulf Coast and the Midwest, allowing it to benefit from crack spreads in a similar way to Valero.
Setting Marathon apart, however, is the master limited partnership MPLX LP (NYSE: MPLX), which the former company created more than a decade ago and in which it still retains a significant investment. MPLX provides a crucial stream of income from its midstream business, diversifying Marathon’s refining operations and benefiting from a different set of bottlenecks in the midstream space.
Even not factoring MPLX, Marathon has been performing very well: the firm ran refineries at 89% utilization in Q1 2026, completing about 40% of full-year planned maintenance during that period. Noteworthy adjusted earnings per share (EPS) of $1.65 and adjusted EBITDA of $2.8 billion have allowed Marathon to announce a $5-billion share repurchase authorization, even as the company continues to build capacity at multiple sites. Marathon also pays a solid dividend yield of nearly 1.3%.
Like Valero, Marathon remains popular among analysts even after its protracted rally, with 11 out of 18 calling MPC stock a Buy.
Phillips 66: Diversification Benefits and Drawbacks
Phillips 66 (NYSE: PSX) has both refining and midstream transportation operations in its scope, giving it built-in diversification with a similar outcome to Marathon above.
At the same time, the company’s diversification may have slowed down its share price growth a bit this year—its lower-margin chemicals business through CPChem may have suffered a bit even as the firm’s oil business is positioned to thrive.
The result is that PSX stock is up nearly 60% YTD, somewhat behind the other companies on this list but still far ahead of the broader market. Like other firms in the space, Phillips’ performance has been characterized by robust refinery margins and utilization, EBITDA growth, and other strong points. However, sizable mark-to-market losses in Q1 2026 caused an earnings miss, so caution may be warranted.
Still, Phillips offers the standout dividend yield of these three firms at about 2.46% and, like the other companies, remains a favorite of analysts with 13 Buys versus nine Hold ratings. READ THIS STORY ONLINE
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Marc Chaikin, founder of Chaikin Analytics, is flagging a little-known company that just secured a partnership with Nvidia – one he believes positions it ahead of Tesla in the autonomous vehicle race.
With a market-moving announcement expected on July 31st, Chaikin is urging investors to swap overpriced AI stocks for this under-the-radar name before markets open. He’s also releasing a free Hotlist and Hitlist of buy and sell ideas for the second half of 2026.GET THE TICKER SYMBOL AND FULL DETAILS AT NO CHARGE TODAY
Verizon May Be an AI Infrastructure Stock Hiding in Plain Sight
Written by Thomas Hughes
Verizon (NYSE: VZ) is an AI-enabler of first-class quality, and it isn’t getting enough attention. Its fiber optic networks are critical for AI connectivity, spanning all levels of the stack from data centers to devices. While not a semiconductor manufacturer, networker, or model builder, AI data can’t get where it needs to go without the long-haul and metropolitan fiber networks on which Verizon’s business is built. It is the data highway hyperscalers need, and the deal with Alphabet (NASDAQ: GOOGL) is the proof.
Verizon CEO Dan Schulman unveiled an industry-unlocking event when he announced that Alphabet would rent its dark fiber. Worth more than $1 billion in revenue, it is expected to be the first of many such deals as hyperscalers rush to lock in long-distance fiber-optic capacity.
The impact on Verizon’s revenue, cash flow, and earnings will be monumental, as the dark fiber networks already exist, as they are leftover, unused capacity dating back to the DotCom boom. The takeaway is that Verizon is unlocking unused assets in a high-margin fashion, with little to no start-up costs and Google footing the hardware bill; it will buy the machines to power the system and transmit the data while Verizon collects rent fees.
Verizon Improves Capital Position and Capacity for Capital Return
The dark fiber rent fees equate to growth, margin improvement, and a strengthened capital position, with Verizon already on track for balance sheet improvement and paying attractive dividends. Distributions annualize to roughly 6% with shares trading near late-July highs, more than 3x the S&P 500 average, with distributions expected to grow over time. As it stands, Verizon will be included in key indices such as the Dividend Achievers, a listing of stocks with at least 25 years of annual distribution increases, within the next few years, and share buybacks are also in play.
Verizon’s management revealed confidence in the turnaround, cash flow position, and future growth by accelerating buybacks in Q2. Quarterly activity aided an approximate 1.35% trailing 12-month reductionin share count, with the annual target lifted to $4.5 billion. The likely outcome is that VZ continues to buy back shares at a semi-aggressive pace, improving shareholder leverage, and may accelerate activity again in future quarters.
Analysts were not prompted to raise price targets or upgrade, but they responded with optimism, citing core strengths and margin improvements. The Alphabet deal is seen as a positive, but not yet transformational change, as the billion-dollar price tag is an incremental increase to the projected $140+ billion in 2027 revenue. Either way, the group remains supportive, rating the stock as a consensus of Hold with 45% Buy-side bias and price targets limiting downside risk. Institutions also limit downside risk in Q3 2026, owning more than 60% of the stock and buying at a pace of $2 to $1.
Verizon’s Improving Cash Flow Could Accelerate Debt Reduction
Verizon carries a fair amount of debt, which is one reason for analyst caution. The company’s debt load impairs cash flow and capital returns, but is expected to improve in the upcoming quarters. Underpinned by CEO Schulman’s turnaround efforts, improving service revenue, and reduced device subsidies are already driving double-digit cash-flow improvement that can be focused on debt reduction. With hyperscalers now leasing out dark fiber capacity, the odds are high that debt will fall more quickly than anticipated. In this scenario, VZ provides a catalyst for sell-side support, potentially prompting analysts to adopt a more bullish posture by year’s end.
The Q2 results were mixed, reflecting the impacts of turnaround efforts. Revenue contracted by 0.7%, underpinned by a 20% decline in equipment sales linked to reduced promotional activity. The top line underperformed expectations by a significant margin, which is bad news, but is offset by margin improvement, the good news.
The goal of reduced promotions is to shift focus to consumer quality (and satisfaction), which is reflected in margins. Services revenue grew across the board, helping drive cash flow and free cash flow improvements, as well as bottom-line outperformance despite top-line weakness. Free cash flow, the critical detail, grew by 16% in the first half, accelerating to over 24% in the second quarter and is expected to improve as the year progresses.
Guidance is a catalyst for this market. The company lifted its margin, cash flow, and earnings targets to above-consensus levels and may underestimate future strength. Verizon is inflecting into a structural shift, with service revenues accelerating, margins expanding, and secular tailwinds in AI. Additionally, the new bundled plans are resonating with consumers, reducing churn and overall costs while solidifying the revenue base. READ THIS STORY ONLINE
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