USBC Partners with Uphold and Vast Bank to Launch the First Retail Tokenized Deposits, Designed to Provide Worldwide Access to U.S. Dollar Deposit Accounts - USBC (AMEX:USBC)

Royal Caribbean Cruises (RCL) has been upgraded by Bank of America and Deutsche Bank, citing a recent pullback and a Sandals Resorts partnership. The stock is down 13% in the past month and 24% in the past quarter, but has a 3-year total shareholder return of over 100%. Analysts estimate a fair value of $346.92, suggesting undervaluation. Revenue growth is expected from enhanced guest experiences and loyalty programs, but risks include consumer travel budgets and fuel costs.

BNP Paribas upgraded AT&T (T) to Outperform, raising its price target to $30. The firm cited a more rational U.S. wireless market and expected ARPU growth, which could boost revenue, EBITDA, and free cash flow. AT&T reported Q2 2026 revenues of $31.6B, EBITDA of $12.3B, and free cash flow of $4.7B, with plans to return $45B to shareholders by 2028. Concerns include high debt and legacy service declines.

Gilead Sciences (GILD) expanded its royalty-free licensing for lenacapavir to include a once-yearly HIV PrEP formulation, covering 120 lower-income countries. The move aims to accelerate manufacturing and secure market dominance. Gilead's HIV sales grew 12% YoY to $5.7B in Q2 2026, but the company reported losses due to acquisition-related R&D charges.

Goldman Sachs (GS) may see a leadership change, with John Waldron potentially replacing David Solomon as CEO. Solomon could become Executive Chairman. GS has a 2.03% dividend yield, a GF Score of 83, and is seen as 9.8% overvalued. Insider selling has been significant, with $1.09M in sales over three months. The firm has a market cap of $266.79B and operates in investment banking, asset management, and transaction banking.

Goldman Sachs' board discussed a plan for CEO David Solomon to step down and be replaced by operating officer John Waldron by 2027 or 2028, according to the Wall Street Journal. Solomon may become executive chairman for 1-2 years post-CEO. The plan requires board approval and could change.

PepsiCo plans to invest $1 billion in Colombia over five years to expand production, modernize operations, and strengthen its distribution network. The investment will support 2,000 farmers and impact employment. PepsiCo is the largest industrial buyer of potatoes in Colombia, purchasing 84,000 tonnes annually. The company recently opened a potato storage center in Tenjo, Cundinamarca, with a capacity of 20,000 tonnes.