Moelis & Co (MC) Stock News

Creative Media & Community Trust Corporation (CMCT) reported improved operational performance in Q2 2026, with multifamily occupancy surging to 95.3% driven by strong Bay Area residential market recovery. Core FFO improved to negative $1.25 per share from negative $0.87 per share year-over-year, primarily due to reduced preferred dividends. However, the company faced challenges from $3.2 million in unconsolidated entity losses and elected not to refinance its Oakland office property mortgage.

TSMC and ASML are identified as two of the best long-term semiconductor stocks due to their dominant market positions. TSMC controls 73% of the foundry market and 90% of advanced AI chips, while ASML dominates with 90% market share in lithography and 100% in extreme ultraviolet equipment. The article recommends both stocks but slightly favors TSMC due to its lower valuation (36x earnings vs. ASML's 56x) and more diversified customer base.

The Federal Reserve's August inflation forecast shows potential reacceleration in core inflation, with monthly core CPI projected at 0.2% for July and 0.27% for August. This data could deepen divisions within the FOMC ahead of its September 15-16 meeting, where a rate hike is now considered a toss-up with roughly 55% probability. The inflation estimates could fuel both hawkish and dovish arguments, potentially leading to a split committee decision.

IMC Rare Earths Ltd completed its IPO on NYSE American under ticker 'IMC' on July 29, 2026. Underwriters fully exercised their option to purchase 600,000 additional shares at $5.00 per share, generating $3 million in gross proceeds and bringing total IPO proceeds to $23 million. The company plans to use funds for exploration, development, licensing and permitting activities related to its Itarantim Project rare earth deposit in Brazil.

Fed Chair Kevin Warsh has removed forward-looking guidance from FOMC statements and is considering reducing annual FOMC meetings from eight to fewer times per year. The article argues that less transparency and fewer meetings would increase market volatility in equities and bonds, as markets rely on Fed communication for stability. The removal of guidance has already caused Treasury bond yields to rise significantly.

Pomerantz LLP is investigating Metropolitan Bank Holding Corp. for potential securities fraud following the company's July 21, 2026 earnings report, which missed analyst expectations and revealed a sharp increase in credit loss provisions to $13.3 million. The disclosure triggered an 8.96% stock price decline on July 22, 2026.

Law firm Lowey Dannenberg is investigating Metropolitan Bank Holding Corp. for potential federal securities law violations following the company's July 21, 2026 earnings report. Metropolitan reported revenue and net income below analyst expectations and disclosed a sharp increase in credit loss provisions to $13.3 million. The stock fell $8.88 per share (8.96%) to $90.19 on July 22, 2026, causing shareholder losses.

The article compares TSMC and ASML as AI infrastructure investments. TSMC, the world's largest semiconductor manufacturer with 73% global foundry market share, reported Q2 revenue of $40.2B (up 33.7% YoY) with a 55.6% net profit margin. ASML, which manufactures advanced lithography machines essential for chip production, reported Q2 revenue of €9.32B (up 11% YoY). The author concludes TSMC is the better AI play due to its dominant market position, expansion plans, advanced 2-nm technology leadership, and central role in fabricating AI processors.

Law firm Lowey Dannenberg is investigating Metropolitan Bank Holding Corp. (NYSE: MCB) for potential federal securities law violations following the company's July 21, 2026 earnings report. Metropolitan reported revenue and net income below analyst expectations and disclosed a sharp increase in credit loss provisions to $13.3 million. The stock fell $8.88 per share (8.96%) to $90.19 on July 22, 2026, causing shareholder losses.

The Edmonton Oilers Community Foundation and YMCA of Northern Alberta have partnered to expand their summer day camp program, serving nearly 1,500 children and youth at the Fan Park @ ICE District over 8 days in August 2026. The initiative, part of the EOCF's 'Every Kid Deserves a Shot' program, provides hockey skills training, facility tours, and community experiences while ensuring no child is turned away due to financial barriers.

AMC Entertainment stock has surged 71% year-to-date as the movie theater industry experiences its strongest ticket sales in seven years. With multiple blockbusters crossing $1 billion in global box office receipts and improved monetization through subscription services and concessions, AMC posted an adjusted quarterly profit and may achieve full-year profitability sooner than analyst expectations of 2028. Despite a troubled past marked by share dilution and poor management decisions, the company is positioned to benefit from the industry's recovery.

Atos IT Solutions and Services Inc. has achieved CMMC 2.0 Level 2 certification for its North America Managed Detection & Response Security Operations Center, securing a perfect score of 110/110 on the independent assessment. The certification, mandatory for applicable DoD contracts involving Controlled Unclassified Information starting November 2026, positions Atos to compete for larger, more security-sensitive defense programs.

Farmers & Merchants Bancorp (FMCB) reported record second quarter 2026 net income of $24.7 million, up 7.3% year-over-year, with diluted EPS of $36.39, up 10.47%. The company achieved a 1.71% return on average assets and 14.84% return on average equity. Deposits grew 7.0% to $5.1 billion while loans increased 2.2% to $3.7 billion. Capital ratios strengthened significantly above regulatory thresholds, and credit quality remained resilient with minimal delinquencies.

AMC options surged out of the gate this morning with over 300,000 contracts traded as of writing.

The article compares TSMC and ASML as investment opportunities in the AI semiconductor ecosystem. TSMC has a virtual monopoly on advanced logic chip manufacturing and is benefiting from strong AI demand with 34% Q2 revenue growth and 67.6% gross margins. ASML holds a monopoly on EUV lithography machines essential for chip production but shows slower growth (21% Q2 revenue) and lower margins (54%). The author recommends TSMC as the better buy, trading at a forward P/E of 19x versus ASML's 30.5x, citing superior growth prospects and undervaluation.

TSMC reported strong Q2 earnings with revenue up 33% and EPS up 77%, driven by AI chip demand. The company announced a $100 billion additional investment in Arizona manufacturing, including advanced packaging capabilities, which could benefit customers like Nvidia. TSMC's CEO indicated strong demand signals from cloud providers, suggesting sustained long-term AI growth and supporting Nvidia's valuation at 23x forward earnings.

TSMC delivered record Q2 earnings with strong revenue, margins, and Q3 guidance, yet chip stocks fell sharply. The market is shifting focus from celebrating AI demand to questioning how long chip scarcity will last, whether new capacity investments will generate adequate returns, and if hyperscalers can monetize infrastructure fast enough to justify current valuations.

Vishay Intertechnology has successfully achieved Level 2 Cybersecurity Maturity Model Certification (CMMC), validating its cybersecurity practices for handling Controlled Unclassified Information in Department of Defense programs. The certification enables the company to participate in defense and aerospace contracts requiring secure processing and storage of sensitive information, positioning it ahead of full enforcement requirements.

As Q2 earnings season begins, major US banks and AI industry leaders like ASML and TSMC are under investor scrutiny. While banks are expected to benefit from higher interest rates and capital market recovery, high valuations in the semiconductor and AI sectors raise questions about whether future performance can meet market expectations. The earnings reports will be crucial indicators of the AI boom's sustainability and will influence global capital markets and digital asset markets.

The U.S. Department of War has suspended Phase II of its Cybersecurity Maturity Model Certification (CMMC) program, originally scheduled for November 2026, following pressure from the SBA and small business stakeholders. The suspension aims to reduce compliance costs (estimated at $388,600-$593,800 per firm) and regulatory barriers that were pushing small defense contractors out of the Defense Industrial Base, while maintaining cybersecurity protections.

Fed Chair Kevin Warsh's commitment to 'deliver price stability' signals potential interest rate hikes to combat inflation at a three-year high of 4.2%. This could negatively impact stock valuations and AI infrastructure investments that rely on low borrowing costs. The article suggests Warsh's hawkish stance on inflation may be bad news for the stock market.

Japanese semiconductor company Rapidus plans to mass-produce 2nm chips by 2027 at $21,000 per wafer, undercutting TSMC's $30,000 price point. However, analysts believe TSMC's dominant 73% market share, proven track record, established customer relationships, and year-long head start in 2nm production make it unlikely that Rapidus will pose a meaningful threat to TSMC's dominance.

AMC Entertainment fell 1.15% to $1.72 on July 7, 2026, extending losses over the past week despite strong summer box office performance. The stock's decline is attributed to investor concerns about dilution from a $200 million equity offering priced on June 23, which overshadowed gains from increased theatrical attendance. While the proceeds will help reduce debt, investors remain cautious about the impact on existing shareholders.

Law firm Girard Sharp LLP is investigating potential securities claims on behalf of former Berry Global investors who received Amcor shares in the April 2025 merger. Amcor's stock price has declined significantly since the merger closed, prompting the investigation into possible securities violations.

TMC The Metals Company is pursuing deep-sea mining for rare-earth metals with U.S. government support, but remains a money-losing startup far from production. While NOAA has formally certified its permit application, the company likely won't achieve a producing mine or profitability within the next year, making it a high-risk investment suitable only for aggressive, long-term investors.

Taiwan Semiconductor Manufacturing (TSMC) has experienced a massive rally driven by its critical role in the AI chip supply chain. While the company benefits from strong pricing power and tight advanced chip demand, investors face concerns about elevated valuations, geopolitical risks, and recent legal rulings that make the investment decision more complex.

Cyclr released benchmark findings showing that task-scoped 'Thin MCP' server design reduces token consumption by approximately 75% compared to broad 'Thick MCP' approaches while maintaining the same accuracy. The study evaluated 30 configurations across HubSpot, Oracle NetSuite, and QuickBooks, finding that structured, narrow tool exposure improves both cost efficiency and reliability for LLM-based integrations.

GAMCO Investors, Inc. (Gabelli) announced assets under management of $36.6 billion at June 30, 2026, up from $33.4 billion a year earlier. The company expects second quarter 2026 diluted earnings between $1.03-$1.09 per share, compared to $0.93 in Q2 2025, indicating improved financial performance.

YMCA of Northern Alberta and Capital Power announced a partnership to provide financial assistance for summer camp experiences. Capital Power has committed to a 3-year partnership to support the YMCA's programs, aiming to send 600 children to camp who couldn't otherwise afford it. The initiative also includes donations matched up to 50% through Rogers Birdies for Kids until August 31, 2026.

Fed Chair Kevin Warsh has two indirect methods to raise interest rates without officially adjusting the federal funds rate: (1) aggressively reducing the Fed's $6.74 trillion balance sheet by selling long-term Treasury bonds and mortgage-backed securities, which would increase Treasury yields and borrowing costs, and (2) eliminating forward-looking guidance, which could increase bond market volatility and push yields higher. These moves come as inflation reached a three-year high of 4.2% in May following the Iran war's disruption of global oil supplies.