Massimo Group to Unveil New Warrior 1500 UTV at Equip Exposition and Showcase Next-Generation Product Platform at 2026 SEMA Show

Google launched Gemini 3.8 Flash and Gemini 3.8 Flash Cyber, AI models for coding and cybersecurity, respectively. The Cyber model is restricted to vetted entities. Google claims early benchmarks show strong performance. Alphabet shares rose 1% post-announcement.

Deutsche Bank analyst Scott Deuschle highlighted Howmet Aerospace Inc (HWM) as a top pick, citing its unique business model and strong growth prospects. The firm set a $34.3 target price, anticipating robust earnings growth through 2029. However, GuruFocus' GF Value™ metric indicates HWM is 55.7% overvalued, trading at $254.89 vs. an intrinsic value estimate of $163.75. The company's GF Score™ is 87/100, reflecting strong financial health and operational momentum, but valuation concerns persist.

Telix Pharmaceuticals (TLX) stock rose 5.2% in pre-market trading after completing patient enrollment in its Phase 3 BiPASS study for prostate cancer detection. The FDA aligned on an NDA pathway, and H.C. Wainwright reiterated a Buy rating with a $20.00 price target. The company reported strong H1 2026 financials, including 22% revenue growth and 146% EBITDA increase.

Morgan Stanley estimates Apple's foldable iPhone could generate $14B in revenue in the December quarter, marking the company's most significant launch since the iPhone X. Analyst Erik Woodring anticipates strong demand and constrained supply, with 7-8 million units expected in the second half of 2026. The launch is seen as a critical test of Apple's pricing power, with potential price increases driven by higher component costs.

Telix Pharmaceuticals (TLX) shares rose 5.3% premarket after completing enrollment in its Phase 3 BiPASS trial and aligning with the FDA on a regulatory pathway. Analyst Robert Burns reiterated a Buy rating and $20.00 price target, citing the trial's potential to offer a less invasive prostate cancer detection method.

Berkshire Hathaway CEO Greg Abel called Alphabet a 'significant player' in AI, noting its strong position. Berkshire increased its stake in Alphabet by $17 billion in Q2, making it the third-largest holding. The company now owns 106 million Alphabet shares, worth $36.6 billion. Alphabet is one of five hyperscalers investing heavily in AI, with global capex estimated at $1 trillion by 2026, according to Goldman Sachs.