Breaking news,
Apple just made smartphones even more expensive, raising the price on most of their products by $200 or more.
Consumers are paying more than ever for technology that gives them nothing back.
More expensive devices. Higher upgrade costs. Still no way for users to share in the value their phones create.
Mode Mobile is building the opposite model.
Instead of a smartphone that only costs money, Mode gives users the opportunity to earn from the devices they already own.
Just like Uber turned cars into taxis, and Airbnb turned homes into hotels.
And the results speak for themselves:
- 490M+ users reached
- $1B+ earned and saved by EarnOS users
- $115M+ cumulative revenue
- 32,481% 3-year revenue growth, Deloitte’s #1 fastest-growing software company in North America in 2023.
- $MODE Nasdaq ticker secured
As premium devices get pricier, Mode’s timing looks even more compelling.
Consumers need technology that gives value back.
Advertisers and AI companies need permissioned first-party data.
Mode sits at the intersection of both, creating a platform where users can participate in the value their phone activity creates.
Pre-IPO shares are still available at $0.52, with up to 20% bonus shares for a limited time.
Click now to review the pre-IPO offering while it’s still open.
Analysts Just Raised Price Targets On These 3 Semiconductor Equipment Stocks
Submitted by Dan Schmidt. Posted: 7/6/2026.
Key Points
- Susquehanna raised its wafer fab equipment market forecast to $250 billion by 2028, a 20% increase driven by AI capital spending and a memory shortage.
- Advanced Energy Industries carries the highest upside of the three stocks highlighted, with Susquehanna's new $535 price target implying more than 50% gains.
- Lam Research and KLA Corp. are also identified as direct WFE beneficiaries, with multiple analysts setting price targets implying 17% to 30% upside for each.
- Special Report: SpaceX is offering you shares. Don't take them.
The goalposts have been moved this summer, and not just by Lionel Messi and Kylian Mbappé. Analysts at Susquehanna have raised their market projections for the wafer fab equipment (WFE) industry, which bodes well for certain companies in the artificial intelligence ecosystem. Senior analyst Mehdi Hosseini now projects a base case of $250 billion for the WFE market by 2028, a 20% increase over his previous projection and an aggressive boost relative to the industry group SEMI's already bullish estimates.
However, this isn’t some outlandish estimate from a guy trying to sell his book. Hosseini points to order backlogs that now stretch for years across multiple areas of the WFE space and notes that the largest customers (i.e., tech-sector hyperscalers) are prepaying at premium rates to reserve their spots through 2028. Three important tailwinds underscore the bullish revision:
-
What really happened in Beijing? (Ad)
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.
Watch the full documentary and see which assets are positioned to benefitThe AI CapEx buildout remains supply-constrained and durable, disrupting the typical boom-bust cycle of the WFE industry. Companies that once battled peaks and valleys are now seeing steady year-over-year (YOY) revenue growth, which supports a higher valuation.
The memory shortage is accelerating demand for equipment. When companies like Micron Technology Inc. (NASDAQ: MU) tell the market they’re preparing for record-setting expansion, WFE stocks benefit from the expected revenue trickle-down.
Tools and equipment are becoming increasingly specialized as chips grow denser and add advanced packaging layers. Advanced WFE allows these companies to convert more of that revenue surge into profit through higher margins.
The forecast wasn’t just broad industry commentary either. Susquehanna raised price targets on several firms in the space, and we’ve selected three from that list that look particularly compelling.
Many of the names in this space have already posted parabolic gains over the last year or two, but this new forecast provides an additional bullish catalyst to the rally. Here are three stocks that analysts have singled out as direct beneficiaries of the WFE boom.
Advanced Energy Industries: Precision Power Manufacturer With Highest Upside
It feels strange to call a company with a $12 billion market cap "small," but that’s where we are in this generational AI gold rush.
Advanced Energy Industries Inc. (NASDAQ: AEIS) is the smallest of the three stocks on our list, and also the one with the most upside according to the new price target. Susquehanna boosted its target to $535 from $430, implying upside of more than 50% from the time of the call.
The consensus target of $400 still implies at least 25% upside, so even a conservative projection would be highly profitable for investors. Advanced Energy also has data center power and industrial processing divisions that could soften any blow from an unexpected reduction in semiconductor CapEx.
The company reported revenue growth of 26% and 39% gross margins in fiscal Q1 2026, and the next earnings catalyst awaits on August 4.
Despite discouraging signals in spring, AEIS shares are shaping up well on the daily chart. The stock is testing support at the 50-day moving average, but the Relative Strength Index (RSI) is refusing to dip below the bullish threshold of 50, suggesting that support is likely to hold. In turn, this could be a good buying opportunity for new investors following a year-to-date (YTD) gain of over 55%.
Lam Research: The Memory Swing Factor Play
If memory is becoming the true bottleneck of the AI buildout, then Lam Research Corp. (NASDAQ: LRCX) could be the biggest beneficiary.
The company’s etch and deposition technology is used by memory and logic manufacturers, especially those building out NAND and DRAM capacity. This directly links the stock to the memory shortage and is the primary reason Susquehanna boosted its price target to $475 from $385. However, Hosseini isn’t even the most bullish analyst. Cantor Fitzgerald and Stifel Nicolaus both recently assigned $500 price targets to the stock, implying nearly 30% upside from current levels.
LRCX shares have multiple technical signals pointing toward higher gains. The stock is trading well above its 50-day and 200-day moving averages in a bullish pattern, and the RSI has remained above 50 since mid-April. An approximate 100% YTD gain may give investors pause, but LRCX is a strong candidate to buy on any pullbacks to technical support levels.
KLA Corp: Near Monopoly Justifies High Valuation
KLA Corp. (NASDAQ: KLAC) has a virtual monopoly on process-control and yield-management testing equipment, and demand is surging as chips become denser and more precise. The company reported more than $3.4 billion in revenue in fiscal Q3 2026, up 11% YOY and 4% sequentially. Management also mentioned “unprecedented” customer urgency and plans to scale capacity to meet even greater demand in 2027.
However, KLAC is actually the stock Susquehanna is least bullish on. Hosseini reiterated his Neutral rating on KLAC with a $275 price target, which is only slightly above the current market price. But the rest of the Street is more optimistic; Cantor Fitzgerald boosted its target to $325, and Bank of America followed with a $317 target, projecting gains of 17% to 25%, respectively.
KLAC shares recently dropped 10% in a day, but there’s ample evidence this was profit-taking after a bullish new report and a 90% YTD gain. The stock has pulled back to the trendline that’s been in place since early June, and the RSI and Moving Average Convergence Divergence (MACD) indicators are still heavily weighted to the upside. Like LRCX, pullbacks should be treated as buying opportunities until the narrative changes.
As Employers Drop Obesity Drug Coverage, Hims & Hers Could Be the Winner
Submitted by Jessica Mitacek. Posted: 7/6/2026.
Key Points
- Employers are expected to drop coverage for GLP-1 weight-loss drugs in 2027, potentially driving patients toward Hims & Hers Health's telehealth subscription platform.
- Hims & Hers shares have surged more than 45% in 30 days and about 160% since their February low, leaving the stock technically overbought.
- Wall Street remains largely cautious on HIMS, with a consensus Hold rating, rising short interest, and increased insider selling despite the stock's rally.
- Special Report: SpaceX is offering you shares. Don't take them.
The healthcare sector is one of the S&P 500’s best-performing sectors over the past month, gaining roughly 6%. But while that rebound has been led by a handful of mega-cap Big Pharma companies, it has also shown up in the performance of smaller firms.
One of those is mid-cap Hims & Hers Health (NYSE: HIMS), the telehealth platform that provides direct-to-consumer (D2C) personal care products and virtual medical services.
What really happened in Beijing? (Ad)
Trump just returned from Beijing with the most powerful business delegation in American history - Elon Musk, Jensen Huang, Tim Cook, and the CEOs of BlackRock, Goldman Sachs, and CitiBank. The media covered the handshakes. But what was really being negotiated behind closed doors?
Porter Stansberry has connected the Beijing trip to a landmark pact signed by 13 nations in Washington - a pact designed to cut China out of a $3 trillion investment wave tied to the most critical resource of the 21st century. His new documentary exposes the five assets at the center of it all.
Watch the full documentary and see which assets are positioned to benefitOver the past 30 days, HIMS is up more than 45%, bringing the stock’s year-to-date (YTD) gain to nearly 20%. After a run like that, the stock may be due for a short-term breather. But according to healthcare industry experts, a looming catalyst could have an outsized benefit for Hims & Hers in 2027 and beyond, setting the stock up as a buying opportunity on its next pullback.
The GLP-1 Craze Is Pushing Up Employers’ Healthcare Plan Costs
As the cost of weight-loss drugs continues to climb, Reuters recently reported that some employers are planning to drop coverage for GLP-1 treatments, including Wegovy, Ozempic, Zepbound, Mounjaro, and Foundayo—products manufactured by Novo Nordisk (NYSE: NVO) and Eli Lilly (NYSE: LLY).
Last year, more than 40% of employers covered weight-loss drugs, and estimates for this year are roughly the same. But analyses from two industry groups cited by Reuters suggest that could change in 2027.
According to the policy research group Business Group on Health, about 10% of employers that currently offer coverage for GLP-1 drugs for weight loss said they planned to drop them in 2027. A second survey conducted by Mercer, a benefits consultancy, found that 5% of large employers plan to drop coverage in 2027 or are actively considering it.
While that is unfortunate news for those undergoing treatment, it is welcome news for HIMS shareholders. Patients losing healthcare coverage for GLP-1 drugs should be a boon for Hims & Hers Health, which currently generates around one-third of its revenue from its weight-loss business.
Analysts forecast the company’s revenue will grow from an estimated $2.89 billion in 2026 to $3.45 billion in 2027, and increased subscription demand for weight-loss drugs amid shrinking insurance coverage should play a significant role in that top-line growth.
Lost coverage for GLP-1 treatments should also spur a migration to D2C telehealth providers, with Hims & Hers serving as a natural destination thanks to its platform, which bundles medical provider access, unlimited clinical consultations, and pharmacy fulfillment services into one streamlined subscription.
Technical Analysis and Wall Street Suggest a Correction Is Ahead
With its recurring revenue model, Hims & Hers should be a long-term beneficiary of dropped coverage. The platform charges a $39 fee for the first month of its weight-loss membership. After that, the charge rises to $149 for clinical subscriptions, not including the cost of medication itself. Medication is billed separately, and Hims says the membership does not include or guarantee a prescription. Compounded oral options, for instance, can run from $145 to more than $199 per month, while branded GLP-1 pens—like Wegovy—can cost even more.
However, following its approximately 160% gain from its YTD low on Feb. 27, HIMS appears overdue for a price correction. According to the Relative Strength Index (RSI)—a technical momentum indicator that shows whether a stock is overbought (above 70), oversold (below 30), or fairly valued (somewhere in between)—HIMS has pushed into overbought territory.
As shown by the green arrow below, the RSI on HIMS’ one-year chart currently reads 70.86, suggesting that the stock is overbought and due for a price reversal:
Technical analysis is hardly a perfect science. But the last two times the stock’s RSI breached 70—first in mid-April and again in mid-June—HIMS pulled back more than 28% and nearly 8%, respectively, before continuing its rally.
Meanwhile, Wall Street remains bearish on the stock after its outperformance this year. Of the 16 analysts currently covering HIMS, only four assign it a Buy rating.
Overall, the stock receives a consensus Hold rating alongside a 12-month price target that implies more than 19% potential downside from current prices.
Concerningly, with a high-volatility beta of 2.35, current short interest in HIMS now stands at more than 32% of the float, or about 65.4 million shares valued at $1.97 billion.
That is the highest level of short interest since March and marks a nearly 5% month-over-month increase.
At the same time, insider activity has seen an uptick in selling this year. In Q1 2026, $3.46 million worth of HIMS shares were sold with no buys. In Q2, that figure rose to $4.86 million sold against $1.17 million bought.
This message is a paid sponsorship sent on behalf of Mode Mobile, a third-party advertiser of MarketBeat. Why did I get this email message?.
DISCLOSURES:
Please read the offering circular and related risks at invest.modemobile.com.
Mode Mobile received their ticker reservation with Nasdaq ($MODE), indicating an intent to IPO in the next 24 months. An intent to IPO is no guarantee that an actual IPO will occur.
Mode revenue and EBITDA numbers include full year revenue and EBITDA of businesses acquired by Mode Mobile in 2025.
If you need assistance with your subscription, please contact our South Dakota based support team at contact@marketbeat.com.
If you would no longer like to receive promotional emails from MarketBeat advertisers, you can unsubscribe or manage your mailing preferences here.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Pl., Sixth Floor, Sioux Falls, S.D. 57103-7078. United States of America..
