4 days ago
Corn futures are down 2 to 3 1/2 cents so far on Wednesday. The CmdtyView national average Cash Corn price is down 3 cents at $4.84 1/2.
USDA reported a private export sale of 182,880 MT of corn to Mexico this morning for 2026/27 shipment.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #wednesday #cash
USDA reported a private export sale of 182,880 MT of corn to Mexico this morning for 2026/27 shipment.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices
#cents #wednesday #cash
5 days ago
Apple's (AAPL) stock historically likes the annual iPhone reveal day, at least in the months after the tech giant unveils its latest pricey whiz-bang product.
Shares of the tech giant have often exhibited a modest sell-the-news reaction immediately following launch events before recovering in the subsequent 30-60 days, according to new ***** ysis from Bank of America ***** yst Wamsi Mohan on Tuesday.
Apple's stock has gained in the 60 days following an iPhone reveal day 17 times, dating back to the 2007 smartphone launch, Mohan's research found.
The biggest gain was 20%, recorded 60 days after the iPhone 11 reveal in 2019.
Apple stock wavered on Wednesday ahead of its event.
#reveal #days #shares
Shares of the tech giant have often exhibited a modest sell-the-news reaction immediately following launch events before recovering in the subsequent 30-60 days, according to new ***** ysis from Bank of America ***** yst Wamsi Mohan on Tuesday.
Apple's stock has gained in the 60 days following an iPhone reveal day 17 times, dating back to the 2007 smartphone launch, Mohan's research found.
The biggest gain was 20%, recorded 60 days after the iPhone 11 reveal in 2019.
Apple stock wavered on Wednesday ahead of its event.
#reveal #days #shares
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11 days ago
The Ripple dollar-pegged stablecoin RLUSD has surpassed a $2Bn market capitalization, with more than $1Bn of that supply issued on the XRP Ledger, according to Jack McDonald, Ripple's senior vice president responsible for stablecoins.
The milestone arrived less than two years after RLUSD's launch, McDonald said in a post on X, formerly Twitter, first reported by blockchain outlet The Crypto Basic.
This is not simply a supply-growth headline. It is Ripple's clearest signal yet that RLUSD is meant to function as dollar-based settlement infrastructure across tokenized finance, payments, and lending, rather than as a token confined to exchange order books.
McDonald's disclosure stated that RLUSD issued on the XRP Ledger alone has exceeded $1Bn, a figure distinct from the token's total market capitalization across all networks.
The primary reporting places this announcement in early September, with The Crypto Basic's account crediting the milestone to McDonald's own attestation post rather than to a third-party data aggregator.
#ledger #dollar #market
The milestone arrived less than two years after RLUSD's launch, McDonald said in a post on X, formerly Twitter, first reported by blockchain outlet The Crypto Basic.
This is not simply a supply-growth headline. It is Ripple's clearest signal yet that RLUSD is meant to function as dollar-based settlement infrastructure across tokenized finance, payments, and lending, rather than as a token confined to exchange order books.
McDonald's disclosure stated that RLUSD issued on the XRP Ledger alone has exceeded $1Bn, a figure distinct from the token's total market capitalization across all networks.
The primary reporting places this announcement in early September, with The Crypto Basic's account crediting the milestone to McDonald's own attestation post rather than to a third-party data aggregator.
#ledger #dollar #market
12 days ago
October Nymex natural gas (NGV26) on Tuesday closed down -0.031 (-1.06%).
Nat-gas prices settled lower on Tuesday as US weather forecasts turned cooler, potentially reducing nat-gas demand from electricity providers to power air-conditioning. According to forecaster Vaisala, temperatures are expected to fall below normal in the Northeast at the beginning of this weekend.
I've Been Taking a Beating on This AI Energy Stock. Here's Where I'm Looking to Add More Shares – and Why.
This Geothermal Stock Is Soaring Today After a Major Google Deal
As US Bond Selloff Accelerates, Treasury Secretary Scott Bessent Says a Stronger Yen is Coming
#Stock #ngv26 #vaisala
Nat-gas prices settled lower on Tuesday as US weather forecasts turned cooler, potentially reducing nat-gas demand from electricity providers to power air-conditioning. According to forecaster Vaisala, temperatures are expected to fall below normal in the Northeast at the beginning of this weekend.
I've Been Taking a Beating on This AI Energy Stock. Here's Where I'm Looking to Add More Shares – and Why.
This Geothermal Stock Is Soaring Today After a Major Google Deal
As US Bond Selloff Accelerates, Treasury Secretary Scott Bessent Says a Stronger Yen is Coming
#Stock #ngv26 #vaisala
13 days ago
The London Stock Exchange ($LSEG) is partnering with cryptocurrency exchange Kraken to place shares of the United Kingdom's largest publicly traded companies on blockchain rails.
In coming weeks, the 100 largest London-listed companies will be made available on Kraken's xStocks tokenized equities framework.
A tokenized stock is a digital token on a blockchain that represents a share or exposure to a traditional company stock.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#Stock
In coming weeks, the 100 largest London-listed companies will be made available on Kraken's xStocks tokenized equities framework.
A tokenized stock is a digital token on a blockchain that represents a share or exposure to a traditional company stock.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster
#Stock
14 days ago
MD Sass, a boutique ******* et management firm, published its second-quarter investor update for its flagship, the "MD Sass Concentrated Value Strategy." The letter can be downloaded here. In the first half of 2026, AI infrastructure stocks led the market, with the Russell 1000 Value increasing by 16.3%, outpacing the S&P 500 (10.2%) and Russell 1000 Growth (5.3%). This growth was fueled by semiconductor, memory, and hardware companies benefiting from AI development, even though they are considered cyclical. These sectors, representing only 7.7% of the Russell 1000 Value at the start of the year, contributed nearly 70% of its returns. The portfolio gained 10.0% in the second quarter, net of fees, compared to 13.9% for the Russell 1000 Value Index. Year-to-date, the strategy returned 6.6%, net of fees, versus 16.3% for the Index. The portfolio faced challenges due to limited exposure to companies with the greatest upside from AI infrastructure investments. It also lacked exposure to the Energy sector, which returned about 20% in the first half amid geopolitical tensions with Iran that increased commodity prices, affecting performance. The firm recognizes the importance of adapting its strategies while maintaining core investment principles as it explores future opportunities in emerging technological themes. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU), a leading semiconductor company manufacturing memory and storage products, contributed to the fund's performance this quarter. On August 28, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $932.86 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was 14.00%, and its shares gained 694.60% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.05 trillion.
MD Sass Concentrated Value Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"We owned Micron Technology, Inc. (NASDAQ:MU) for only a portion of the second quarter, but its impact was significant, as the stock appreciated approximately 50% during our holding period. Although MU had already experienced a massive run before we initiated our investment, most of the share price appreciation was driven by positive earnings revisions rather than multiple expansion. In fact, with the stock trading at approximately 6x our earnings estimate for the next 12 months, the market clearly signaled that MU was overearning and that a significant decline in earnings was imminent. We believed this ******* umption, although consistent with previous memory boom and bust cycles, was erroneous. We believed this cycle would remain stronger for much longer for three primary reasons. First, high bandwidth memory ("HBM") is growing rapidly, is less commodity orien
In its second-quarter 2026 investor letter, MD Sass Concentrated Value Strategy highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU), a leading semiconductor company manufacturing memory and storage products, contributed to the fund's performance this quarter. On August 28, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $932.86 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was 14.00%, and its shares gained 694.60% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.05 trillion.
MD Sass Concentrated Value Strategy stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"We owned Micron Technology, Inc. (NASDAQ:MU) for only a portion of the second quarter, but its impact was significant, as the stock appreciated approximately 50% during our holding period. Although MU had already experienced a massive run before we initiated our investment, most of the share price appreciation was driven by positive earnings revisions rather than multiple expansion. In fact, with the stock trading at approximately 6x our earnings estimate for the next 12 months, the market clearly signaled that MU was overearning and that a significant decline in earnings was imminent. We believed this ******* umption, although consistent with previous memory boom and bust cycles, was erroneous. We believed this cycle would remain stronger for much longer for three primary reasons. First, high bandwidth memory ("HBM") is growing rapidly, is less commodity orien
18 days ago
Tim Cook is about to hand the reins of Apple (NASDAQ: AAPL) to incoming CEO John Ternus, but he left shareholders with a bit of bad news on his last earnings call, saying the company is currently facing a "100-year flood"-level event when it comes to memory prices.
Cook wasn't being dramatic. Some memory prices skyrocketed by 90% in the first quarter of 2026 alone as tech companies rushed to buy memory for devices and data centers. The shortage caused prices to spike, and it could be years before the supply-and-demand imbalance is resolved.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I'm an Apple shareholder, and I've been keeping a close eye on the company's response to rising memory costs. Here's why I don't think it's time to worry just yet.
Apple often commands better pricing on the device components (including memory) it purchases from suppliers because of its large order volume. But even Apple hasn't been able to weather the current memory crunch without adjusting pricing strategies.
#NVIDIA #signal #flashing #company
Cook wasn't being dramatic. Some memory prices skyrocketed by 90% in the first quarter of 2026 alone as tech companies rushed to buy memory for devices and data centers. The shortage caused prices to spike, and it could be years before the supply-and-demand imbalance is resolved.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
I'm an Apple shareholder, and I've been keeping a close eye on the company's response to rising memory costs. Here's why I don't think it's time to worry just yet.
Apple often commands better pricing on the device components (including memory) it purchases from suppliers because of its large order volume. But even Apple hasn't been able to weather the current memory crunch without adjusting pricing strategies.
#NVIDIA #signal #flashing #company
18 days ago
SK Hynix (SKHY) is back on everyone's mind as the South Korean memory giant announced plans to construct its new manufacturing facility in the Miyagi prefecture of ******* an. The possible investment reportedly runs into trillions of won, according to local ******* anese media, as SK Hynix gears itself up for the future rise in memory demand across the globe.
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
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#Stock
This timing is fascinating as the artificial intelligence infrastructure is gobbling more and more of high-performance memory and SK Hynix appears to be one of the companies to reap the benefits due to its leading position in high bandwidth memory (HBM).
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case ******* ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#Stock
19 days ago
Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using **** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Fortune Brands Innovations, Inc. (NYSE:FBIN). Fortune Brands Innovations, Inc. (NYSE:FBIN) provides home, security, and digital products for residential home repair, remodeling, new construction, and security applications in the United States and internationally. On August 26, 2026, Fortune Brands Innovations, Inc. (NYSE:FBIN) closed at $46.31 per share. Over the past month, Fortune Brands Innovations, Inc. (NYSE:FBIN) returned -7.33%, while its shares have declined 22.57% in the last 52 weeks. Fortune Brands Innovations, Inc. (NYSE:FBIN) has a market capitalization of $5.44 billion, and its stock has traded within a 52-week range of $32.34 to $64.84.
Greenlight Capital stated the following regarding Fortune Brands Innovations, Inc. (NYSE:FBIN) in its Q2 2026 investor letter:
"Fortune Brands Innovations, Inc. (NYSE:FBIN) is a building products company whose brands include Moen, Therma-Tru and Master Lock. Over the past several years, both a challenging housing market and poor execution by prior management led to share losses and profit erosion. Despite these challenges, we believe the company's brands remain strong and its competitive position is intact. In March, an activist investor joined the board, and in June the company appointed a new CEO with an exceptional track record of value creation in the building products industry. Even without a recovery in housing, we believe new leadership can address the operational issues and grow earnings substantially. While significant share recapture (or a strong housing recovery) would provide additional upside, if FBIN simply achieves the low end of prior management's mid-cycle margin targets on current revenue, it should support approximately $5 of earnings per share. We acquired our position at an average price of $39.37, or approximately 8x those earnings, while peers trade for almost 20x. FBIN shar
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Fortune Brands Innovations, Inc. (NYSE:FBIN). Fortune Brands Innovations, Inc. (NYSE:FBIN) provides home, security, and digital products for residential home repair, remodeling, new construction, and security applications in the United States and internationally. On August 26, 2026, Fortune Brands Innovations, Inc. (NYSE:FBIN) closed at $46.31 per share. Over the past month, Fortune Brands Innovations, Inc. (NYSE:FBIN) returned -7.33%, while its shares have declined 22.57% in the last 52 weeks. Fortune Brands Innovations, Inc. (NYSE:FBIN) has a market capitalization of $5.44 billion, and its stock has traded within a 52-week range of $32.34 to $64.84.
Greenlight Capital stated the following regarding Fortune Brands Innovations, Inc. (NYSE:FBIN) in its Q2 2026 investor letter:
"Fortune Brands Innovations, Inc. (NYSE:FBIN) is a building products company whose brands include Moen, Therma-Tru and Master Lock. Over the past several years, both a challenging housing market and poor execution by prior management led to share losses and profit erosion. Despite these challenges, we believe the company's brands remain strong and its competitive position is intact. In March, an activist investor joined the board, and in June the company appointed a new CEO with an exceptional track record of value creation in the building products industry. Even without a recovery in housing, we believe new leadership can address the operational issues and grow earnings substantially. While significant share recapture (or a strong housing recovery) would provide additional upside, if FBIN simply achieves the low end of prior management's mid-cycle margin targets on current revenue, it should support approximately $5 of earnings per share. We acquired our position at an average price of $39.37, or approximately 8x those earnings, while peers trade for almost 20x. FBIN shar
20 days ago
It has been a good start to the CEO reign of Coca-Cola's (KO) Henrique Braun, a company lifer who took over the corner office in March.
Shares of the beverage giant are trading at a record high, up 32% year to date alone. What's more, Coca-Cola shares — often thought of as a boring investment because, hey, they sell soda and juice — have outperformed every member of the "Magnificent Seven" tech complex this year, per Yahoo Finance AlphaSpace data.
While ******* e's stock has bubbled up, Mark Zuckerberg-led Meta (META) is down by 15%, and Elon Musk's Tesla (TSLA) is off by 22% (the latter being the worst-performing Magnificent Seven member in 2026).
Score one for the expense-watching middle managers at ******* e — a completely different approach than the likes of Meta (aggressively building massive AI data centers) and Tesla (aggressively building robots and robotaxis).
The investment thesis at ******* e has been a classic case of an old-school consumer-products business being reinvented, with a heavy dose of cost cuts and safe-haven appeal in an uncertain world.
#coca #member
Shares of the beverage giant are trading at a record high, up 32% year to date alone. What's more, Coca-Cola shares — often thought of as a boring investment because, hey, they sell soda and juice — have outperformed every member of the "Magnificent Seven" tech complex this year, per Yahoo Finance AlphaSpace data.
While ******* e's stock has bubbled up, Mark Zuckerberg-led Meta (META) is down by 15%, and Elon Musk's Tesla (TSLA) is off by 22% (the latter being the worst-performing Magnificent Seven member in 2026).
Score one for the expense-watching middle managers at ******* e — a completely different approach than the likes of Meta (aggressively building massive AI data centers) and Tesla (aggressively building robots and robotaxis).
The investment thesis at ******* e has been a classic case of an old-school consumer-products business being reinvented, with a heavy dose of cost cuts and safe-haven appeal in an uncertain world.
#coca #member
21 days ago
The second quarter earnings season is nearly complete, with Nvidia's (NVDA) Q2 results on Wednesday serving as a keystone to a remarkably strong stretch of corporate reports.
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors watched for key updates from dollar stores Dollar Tree (DLTR) and Dollar General (DG); software companies, such as Salesforce (CRM), Intuit (INTU), and Zoom (ZM); and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Dick's Sporting Goods (DKS) plunged further into the red on Tuesday after the footwear and apparel retailer warned that headwinds may get worse for the remainder of the year.
"We're going to go through some pain," ******* 's executive chairman Edward Stack said in the company's earnings call. "Every once in a while, an industry has to go through a little bit of pain to reset, and we're going through that right now. But we're going to come out the other side, the industry and ******* 's Inc., stronger than we've gone into it."
#earnings #Growth #second
According to FactSet data, second quarter earnings for S&P 500 companies are on pace to rise 50% year over year, the highest growth rate since 2021. Artificial intelligence has been the growth engine of that broad-based earnings growth, Bank of America strategists noted.
In addition to Nvidia's results, investors watched for key updates from dollar stores Dollar Tree (DLTR) and Dollar General (DG); software companies, such as Salesforce (CRM), Intuit (INTU), and Zoom (ZM); and other retailers like ******* 's Sporting Goods (DKS) and Kohl's (KSS).
Dick's Sporting Goods (DKS) plunged further into the red on Tuesday after the footwear and apparel retailer warned that headwinds may get worse for the remainder of the year.
"We're going to go through some pain," ******* 's executive chairman Edward Stack said in the company's earnings call. "Every once in a while, an industry has to go through a little bit of pain to reset, and we're going through that right now. But we're going to come out the other side, the industry and ******* 's Inc., stronger than we've gone into it."
#earnings #Growth #second
23 days ago
e.l.f. Beauty, Inc. (NYSE:ELF)'s growth story right now has a very famous face behind it. Rhode, the skincare and makeup brand founded by Hailey Bieber, was bought by e.l.f. for $1 billion a year ago. It contributed about $160 million of the $479.4 million in sales the company posted last quarter, helping total sales climb 36% and beat Wall Street's expectation of $431.2 million. By contrast, the core e.l.f. Brand actually declined.
Ulta Beauty, Inc. (NASDAQ:ULTA) told a very different story earlier this summer: its fiscal first-quarter sales climbed 11% to $3.16 billion as wealthier shoppers traded up to prestige brands.
Both retailers just beat expectations, but e.l.f. Beauty, Inc. (NYSE:ELF)'s growth is now riding almost entirely on one celebrity-founded brand while its own namesake line shrinks. Ulta's is coming from affluent shoppers splurging on prestige names.
That leaves a real question: is e.l.f.'s Rhode-powered growth a sign of real momentum, or a company becoming dangerously dependent on a single brand?
Rhode's appeal goes well beyond its Gen Z fanbase. CFO Mandy Fields said "everybody looks at her and aspires to do what she's doing," adding that women in their 40s are lining up for Rhode products too, a sign the brand isn't confined to one age group. Rhode's narrow, curated approach, going deep on a handful of categories like blushes, lips, and bronzer rather than chasing one viral hit, has driven strength broadly across its lineup. e.l.f. Beauty, Inc. (NYSE:ELF) also raised full-year guidance meaningfully: adjusted EPS to $3.50-$3.55 from $3.27-$3.32 and sales to $1.94 billion-$1.97 billion from $1.84 billion-$1.87 billion, both ahead of Wall Street's prior estimates. Management said trends for the core e.l.f. brand have already started improving, and it expects growth across every brand for the rest of the year. Profit also got a boost because Rhode outperformed the earnout targets set in the acquisition deal, prompting e.l.f. to record a $16.1 million fair value adjustment.
#Growth #year
Ulta Beauty, Inc. (NASDAQ:ULTA) told a very different story earlier this summer: its fiscal first-quarter sales climbed 11% to $3.16 billion as wealthier shoppers traded up to prestige brands.
Both retailers just beat expectations, but e.l.f. Beauty, Inc. (NYSE:ELF)'s growth is now riding almost entirely on one celebrity-founded brand while its own namesake line shrinks. Ulta's is coming from affluent shoppers splurging on prestige names.
That leaves a real question: is e.l.f.'s Rhode-powered growth a sign of real momentum, or a company becoming dangerously dependent on a single brand?
Rhode's appeal goes well beyond its Gen Z fanbase. CFO Mandy Fields said "everybody looks at her and aspires to do what she's doing," adding that women in their 40s are lining up for Rhode products too, a sign the brand isn't confined to one age group. Rhode's narrow, curated approach, going deep on a handful of categories like blushes, lips, and bronzer rather than chasing one viral hit, has driven strength broadly across its lineup. e.l.f. Beauty, Inc. (NYSE:ELF) also raised full-year guidance meaningfully: adjusted EPS to $3.50-$3.55 from $3.27-$3.32 and sales to $1.94 billion-$1.97 billion from $1.84 billion-$1.87 billion, both ahead of Wall Street's prior estimates. Management said trends for the core e.l.f. brand have already started improving, and it expects growth across every brand for the rest of the year. Profit also got a boost because Rhode outperformed the earnout targets set in the acquisition deal, prompting e.l.f. to record a $16.1 million fair value adjustment.
#Growth #year
26 days ago
Our ***** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
The U.S. Treasury Department said Wednesday it will more than double the size of its debt buybacks, and yields dropped as someone had finally answered the phone.
Scott Bessent and his team are aiming at the far end of the curve, the 10-to-20 and 20-to-30 year bond investors who have been avoiding Treasuries like gas station sushi since late June. Starting September 9, Bessent and Co. will double how much of that stuff it's willing to buy back, from $2 billion up to at least $4 billion. Traders responded just like 1500 Pennsylvania Ave. hoped they would, with the 10-year yield falling 6 basis points to 4.647%, the 30-year dropping 9 to 5.196%, a level that 24 hours earlier was the highest since 2007. Stock futures cheered from the sidelines.
But here is the plainer version of what the Treasury just did: ***** ody wanted to buy the long bond, so the government is going to buy more of it itself, becoming the customer the market declined to be. Think of it like Bessent lending the bond market its own credit card.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#treasury
The U.S. Treasury Department said Wednesday it will more than double the size of its debt buybacks, and yields dropped as someone had finally answered the phone.
Scott Bessent and his team are aiming at the far end of the curve, the 10-to-20 and 20-to-30 year bond investors who have been avoiding Treasuries like gas station sushi since late June. Starting September 9, Bessent and Co. will double how much of that stuff it's willing to buy back, from $2 billion up to at least $4 billion. Traders responded just like 1500 Pennsylvania Ave. hoped they would, with the 10-year yield falling 6 basis points to 4.647%, the 30-year dropping 9 to 5.196%, a level that 24 hours earlier was the highest since 2007. Stock futures cheered from the sidelines.
But here is the plainer version of what the Treasury just did: ***** ody wanted to buy the long bond, so the government is going to buy more of it itself, becoming the customer the market declined to be. Think of it like Bessent lending the bond market its own credit card.
One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.
#treasury
26 days ago
The stock market gapped lower to start the week, pressured by the latest rise in long-term bond rates and the Wall Street Journal's reporting that artificial intelligence (AI) hyperscalers are on the hook for another $3 trillion in debt and purchase obligations over the next few years.
The Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100 Index ($IUXX), "gamma flipped" at 725, forcing market makers to follow the market. In other words, they're forced to sell as prices fall in order to hedge their open positions (e.g., puts they have sold).
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#market #call #wall #invesco
The Invesco QQQ Trust (QQQ), which tracks the Nasdaq-100 Index ($IUXX), "gamma flipped" at 725, forcing market makers to follow the market. In other words, they're forced to sell as prices fall in order to hedge their open positions (e.g., puts they have sold).
Huge Unusual Long-Dated Call Options in Oracle Corp - A Covered Call ORCL Play?
Why There Might Be a Case for Taiwan Semiconductor Stock at $450 in September
Alphabet Stock Has Attractive Short-Put Yields As GOOGL Stock Treads Water
#market #call #wall #invesco
27 days ago
On August 7, **** ured Guaranty (NYSE:AGO) closed out a first half that pushed several core valuation metrics to record territory. Shareholders' equity, adjusted operating shareholders' equity, and adjusted book value per share all hit new highs at quarter-end, while new business production climbed to $152 million in present value of new business production/PVP for the first six months of 2026, up from $103 million a year earlier. That growth came even as the company kept underwriting through credit exposures that haven't gone away.
US public finance alone generated $106 million of PVP in the first half of 2026, more than the entire company produced in the first half of 2025, while insuring $9.6 billion of new issue par across 423 transactions. Global structured finance PVP more than doubled to $35 million from $15 million a year earlier, helped by fund finance deals that typically mature in a few months to a little over two years, letting the company recycle capital faster than in its longer-duration public finance book. The newer annuity reinsurance platform, **** ured Life Re, launched in January, and management says it remains on track to hit its production and income milestones.
Overseas, the company added deals in the UK, Spain, and France, part of a stated push into Europe and Asia Pacific. Second quarter adjusted operating income rose 22% year-over-year to $55 million, or $1.23 per share, helped by loss expense falling to $4 million from $28 million a year earlier. The company also kept returning cash, repurchasing 554,000 shares for $45 million in the quarter and paying $17 million in dividends, with the quarterly dividend per share now at $0.38.
Not everything moved in a straight line. The Brightline transaction was the biggest driver of economic loss development in the quarter, and management said the toll operator continues to face liquidity pressure even as its revenue grows; the exposure hasn't hurt adjusted operating income yet because expected losses haven't exceeded the deferred premium revenue on the policy, but the company said it is still working with Brightline and its other creditors on a resolution.
Thames Water remained a live issue too, though management reported no material change to its loss expectations in the second quarter, and the company is waiting on a new administration to help implement a solution creditors already negotiated with the UK regulator. The alternative investment book, which has delivered a roughly 12% inception-to-date internal rate of return against a 4.3% three-year average yield on the fixed maturity portfolio, took a step back after a $19 million mark-to-market loss tied to a CLO equity fund investment that reports on a one-quarter lag, a reminder of how much a single position can sway quarterly results.
#company #finance
US public finance alone generated $106 million of PVP in the first half of 2026, more than the entire company produced in the first half of 2025, while insuring $9.6 billion of new issue par across 423 transactions. Global structured finance PVP more than doubled to $35 million from $15 million a year earlier, helped by fund finance deals that typically mature in a few months to a little over two years, letting the company recycle capital faster than in its longer-duration public finance book. The newer annuity reinsurance platform, **** ured Life Re, launched in January, and management says it remains on track to hit its production and income milestones.
Overseas, the company added deals in the UK, Spain, and France, part of a stated push into Europe and Asia Pacific. Second quarter adjusted operating income rose 22% year-over-year to $55 million, or $1.23 per share, helped by loss expense falling to $4 million from $28 million a year earlier. The company also kept returning cash, repurchasing 554,000 shares for $45 million in the quarter and paying $17 million in dividends, with the quarterly dividend per share now at $0.38.
Not everything moved in a straight line. The Brightline transaction was the biggest driver of economic loss development in the quarter, and management said the toll operator continues to face liquidity pressure even as its revenue grows; the exposure hasn't hurt adjusted operating income yet because expected losses haven't exceeded the deferred premium revenue on the policy, but the company said it is still working with Brightline and its other creditors on a resolution.
Thames Water remained a live issue too, though management reported no material change to its loss expectations in the second quarter, and the company is waiting on a new administration to help implement a solution creditors already negotiated with the UK regulator. The alternative investment book, which has delivered a roughly 12% inception-to-date internal rate of return against a 4.3% three-year average yield on the fixed maturity portfolio, took a step back after a $19 million mark-to-market loss tied to a CLO equity fund investment that reports on a one-quarter lag, a reminder of how much a single position can sway quarterly results.
#company #finance
1 month ago
For months, investors questioned whether Palantir Technologies (PLTR) could justify its premium valuation, especially as competition in the artificial intelligence (AI) enterprise software market intensified. Those concerns, however, have largely taken a back seat following the company's blockbuster second-quarter results and significantly stronger-than-expected outlook.
Palantir continues to benefit from surging demand for its AI Platform (AIP), which is driving rapid growth in both revenue and profitability. The latest results suggest that the company is not only maintaining its leadership in the enterprise AI software market but is also widening its competitive advantage through strong customer adoption and execution.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#back #market #platform
Palantir continues to benefit from surging demand for its AI Platform (AIP), which is driving rapid growth in both revenue and profitability. The latest results suggest that the company is not only maintaining its leadership in the enterprise AI software market but is also widening its competitive advantage through strong customer adoption and execution.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap
#back #market #platform
1 month ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
A woman says she was reviewing the balance of the emergency fund she shared with her husband when she noticed it had fallen dramatically from what she remembered.
After asking about the missing money, she says her husband admitted he had gradually transferred their $14,000 emergency fund into a cryptocurrency investment without discussing it first. Within a month, the investment had lost more than half its value, leaving the couple with far less in reserve than they had planned.
The situation raises an important financial question: Should money set aside for emergencies ever be invested in ***** ets that can fluctuate sharply in value?
Don't Miss:
#fund #husband #finance #don 't
A woman says she was reviewing the balance of the emergency fund she shared with her husband when she noticed it had fallen dramatically from what she remembered.
After asking about the missing money, she says her husband admitted he had gradually transferred their $14,000 emergency fund into a cryptocurrency investment without discussing it first. Within a month, the investment had lost more than half its value, leaving the couple with far less in reserve than they had planned.
The situation raises an important financial question: Should money set aside for emergencies ever be invested in ***** ets that can fluctuate sharply in value?
Don't Miss:
#fund #husband #finance #don 't
2 months ago
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Mid Cap Growth Fund". A copy of the letter is available to download here. Mid-cap stocks delivered strong results, with the Russell Midcap® Growth Index rising 14.55% and slightly outperforming the Russell Midcap® Value Index's 13.40% gain. Information technology led the growth index with a 36.90% return, while industrials also outperformed, and energy was the only sector to decline. The quarter was supported by resilient corporate earnings, economic growth and AI infrastructure spending, although geopolitical tensions, higher energy prices and election-related uncertainty could create volatility. The firm remains optimistic that data-center investment will support technology, energy, defense and automation companies, while attractive healthcare valuations and stronger merger activity could create opportunities. However, financials and consumer stocks face mixed conditions because of housing weakness, inflation and uneven spending. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
In its second-quarter 2026 investor letter, Carillon Eagle Mid Cap Growth Fund highlighted Vertiv Holdings Co (NYSE:VRT). Vertiv Holdings Co (NYSE:VRT) designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments. On July 29, 2026, Vertiv Holdings Co (NYSE:VRT) closed at $223.04 per share. The one-month return of Vertiv Holdings Co (NYSE:VRT) was -25.78% and its shares gained 53.19% over the past 52 weeks. Vertiv Holdings Co (NYSE:VRT) has a market capitalization of $85.67 billion.
Carillon Eagle Mid Cap Growth Fund stated the following regarding Vertiv Holdings Co (NYSE:VRT) in its Q2 2026 investor letter:
"Vertiv Holdings Co (NYSE:VRT), a global leader in critical infrastructure for data centers and communication networks, delivered another strong quarterly report. A highlight was management's commentary suggesting the company's commercial pipeline and visibility continue to point toward robust growth for the foreseeable future. The company remains well positioned to benefit from accelerating data center investment driven by rapid expansion in high-performance computing and artificial intelligence. Vertiv's leadership in power and thermal management, combined with strategic relationships across leading semiconductor manufacturers and hyperscale customers, reinforces its role as a key enabler of next-generation AI infrastructure."
#holdings #vertiv #carillon
2 months ago
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#denied #tools
2 months ago
New York-based Colgate-Palmolive Company (CL) manufactures and sells consumer products in the United States and internationally. The company has a market cap of $72.4 billion and operates through two segments: Oral, Personal and Home Care; and Pet Nutrition, and offers toothpaste, toothbrushes, mouthwash, bar and liquid hand soaps, shower gels, shampoos, conditioners, deodorants and antiperspirants, and other products.
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
CL is expected to release its Q2 2026 earnings on Friday, July 31, before the market opens. Ahead of the event, **** ysts expect the company's EPS to be $0.95 on a diluted basis, up 3.2% from $0.92 in the year-ago quarter. The company has exceeded Wall Street's EPS estimates in each of its last four quarters.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#market #palmolive #united #states
2 months ago
By Anshuman Tripathy
July 22 (Reuters) - Electronic equipment maker TE Connectivity on Wednesday forecast fourth-quarter profit and revenue above Wall Street expectations, betting on a boom in demand for its AI-related tools and products.
Growing demand for AI-related tools and products has boosted investments in data centers and network equipment globally, benefiting companies like TE, which produces electrical connector systems used in data centers.
CEO Terrence Curtin told Reuters in an interview that the company would stick to its strategy of passing on higher raw material costs through price hikes to protect its margins, as the cost of oil-based products such as resins remains elevated amid renewed fighting between the U.S. and Iran.
When asked about refunds from President Donald Trump's tariffs, Curtin said the company had applied for them and had not "gotten big money back," adding that it would return the refunds to customers, rather than offering broad price cuts.
#company
July 22 (Reuters) - Electronic equipment maker TE Connectivity on Wednesday forecast fourth-quarter profit and revenue above Wall Street expectations, betting on a boom in demand for its AI-related tools and products.
Growing demand for AI-related tools and products has boosted investments in data centers and network equipment globally, benefiting companies like TE, which produces electrical connector systems used in data centers.
CEO Terrence Curtin told Reuters in an interview that the company would stick to its strategy of passing on higher raw material costs through price hikes to protect its margins, as the cost of oil-based products such as resins remains elevated amid renewed fighting between the U.S. and Iran.
When asked about refunds from President Donald Trump's tariffs, Curtin said the company had applied for them and had not "gotten big money back," adding that it would return the refunds to customers, rather than offering broad price cuts.
#company
2 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
For decades, the American dream centered on climbing the corporate ladder. Now, many workers simply want a way off it.
According to The Wall Street Journal (1) (WSJ), searches for passive income have exploded as AI, social media and online marketplaces fuel dreams of earning money without punching a clock. From AI-generated Etsy shops to voice cloning, dropshipping and Amazon storefronts, many Americans are looking for ways to earn while they sleep.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#without #wealth
For decades, the American dream centered on climbing the corporate ladder. Now, many workers simply want a way off it.
According to The Wall Street Journal (1) (WSJ), searches for passive income have exploded as AI, social media and online marketplaces fuel dreams of earning money without punching a clock. From AI-generated Etsy shops to voice cloning, dropshipping and Amazon storefronts, many Americans are looking for ways to earn while they sleep.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#without #wealth
2 months ago
Meta is reportedly in talks to lease computing power to Anthropic in a deal worth as much as $10 billion over two years, according to the New York Times.
The arrangement would open a new business line for Meta while easing Anthropic's desperate hunt for compute.
Computing power, or compute, refers to the data center capacity used to train and run artificial intelligence models. The Anthropic proposal, first announced in June, would let the startup rent Meta's excess infrastructure rather than build its own facilities.
According to the NTY, Anthropic would pay Meta in monthly installments over the two-year period, with an early-exit clause available to either party.
The scale still looks modest by industry standards. The proposal runs about a third of the deal Anthropic signed with Elon Musk's **** eX in May.
The arrangement would open a new business line for Meta while easing Anthropic's desperate hunt for compute.
Computing power, or compute, refers to the data center capacity used to train and run artificial intelligence models. The Anthropic proposal, first announced in June, would let the startup rent Meta's excess infrastructure rather than build its own facilities.
According to the NTY, Anthropic would pay Meta in monthly installments over the two-year period, with an early-exit clause available to either party.
The scale still looks modest by industry standards. The proposal runs about a third of the deal Anthropic signed with Elon Musk's **** eX in May.
2 months ago
Eligible children born between 2025 and 2028 receive a $1,000 federal seed contribution invested in an S&P 500 index fund, with $5,000 annual contribution limits.
That $1,000 seed alone could compound to ~$372,000 by age 62; maximizing annual contributions could push the balance to ~$17 million.
Michael Dell pledged $6.25 billion for lower-income children, and 88 companies and individuals have committed matching contributions to the program.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
For generations, the stock market has quietly done something no savings account has ever been able to match -- it has turned patience into wealth. Despite recessions, wars, inflation, and market crashes, the S&P 500 has delivered roughly a 10% average annual return over the long run. That simple fact has helped millions of Americans build retirement nest eggs that would have been impossible through saving alone.
That $1,000 seed alone could compound to ~$372,000 by age 62; maximizing annual contributions could push the balance to ~$17 million.
Michael Dell pledged $6.25 billion for lower-income children, and 88 companies and individuals have committed matching contributions to the program.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
For generations, the stock market has quietly done something no savings account has ever been able to match -- it has turned patience into wealth. Despite recessions, wars, inflation, and market crashes, the S&P 500 has delivered roughly a 10% average annual return over the long run. That simple fact has helped millions of Americans build retirement nest eggs that would have been impossible through saving alone.
2 months ago
Space Exploration Technologies (NASDAQ: SPCX) joins the Nasdaq-100 index on July 7, less than a month after going public. J.P. Morgan, part of JPMorgan Chase, estimates the move could create about $4.3 billion in passive buying by funds tied to the index.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If OpenAI and Anthropic go public at valuations even close to expected, could they also quickly enter index funds, including the S&P 500? Let's find out.
The biggest catalyst is Nasdaq's new fast-entry rule. Under the updated Nasdaq-100 methodology, the largest new listings can be reviewed on their seventh trading day if their full market value ranks among the top 40 current Nasdaq-100 companies. The companies also need to meet Nasdaq's eligibility rules and have enough trading liquidity.
Nasdaq may consider both listed and unlisted shares when determining eligibility and ranking, but the company's actual weight in the index is based only on listed shares. So OpenAI and Anthropic could go public at high valuations, but their impact on the index would depend on how many shares are actually listed for trading, not just on their total market value.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If OpenAI and Anthropic go public at valuations even close to expected, could they also quickly enter index funds, including the S&P 500? Let's find out.
The biggest catalyst is Nasdaq's new fast-entry rule. Under the updated Nasdaq-100 methodology, the largest new listings can be reviewed on their seventh trading day if their full market value ranks among the top 40 current Nasdaq-100 companies. The companies also need to meet Nasdaq's eligibility rules and have enough trading liquidity.
Nasdaq may consider both listed and unlisted shares when determining eligibility and ranking, but the company's actual weight in the index is based only on listed shares. So OpenAI and Anthropic could go public at high valuations, but their impact on the index would depend on how many shares are actually listed for trading, not just on their total market value.
2 months ago
Synopsys Inc. (NASDAQ:SNPS) is one of the top 10 AI stocks that will skyrocket.
On June 17, Synopsys Inc. (NASDAQ:SNPS) revealed the launch of its first Multiphysics Fusion solutions, which bring together AI-enabled EDA solutions of Synopsys with golden signoff ******* ysis of Ansys across multi-die design, timing signoff, design closure, and ******* og workflows. The company highlighted that with chip designs becoming more complex, physics-based challenges demand a combined EDA and multiphysics approach.
frank-wang-ogxlyCA1BQc-unsplash
Having received validation from leading companies, these solutions enhance predictability and speed up convergence for HPC systems and AI. Timing signoff delivers runtime improvements of up to 3x, SPICE-level-accurate multiphysics timing ******* ysis, including IR, thermal, and stress effects, enhancing margins and minimizing IR-induced timing escapes.
Design Closure feature offers up to 10x faster design closure with increased ECO success rates and enhanced power, performance, and area, speeding up convergence while reducing iterations. Multi-die design provides concurrent power integrity, electromagnetic, and thermal ******* ysis, providing earlier system insights from exploration through golden signoff with correct-by-construction methodology.
On June 17, Synopsys Inc. (NASDAQ:SNPS) revealed the launch of its first Multiphysics Fusion solutions, which bring together AI-enabled EDA solutions of Synopsys with golden signoff ******* ysis of Ansys across multi-die design, timing signoff, design closure, and ******* og workflows. The company highlighted that with chip designs becoming more complex, physics-based challenges demand a combined EDA and multiphysics approach.
frank-wang-ogxlyCA1BQc-unsplash
Having received validation from leading companies, these solutions enhance predictability and speed up convergence for HPC systems and AI. Timing signoff delivers runtime improvements of up to 3x, SPICE-level-accurate multiphysics timing ******* ysis, including IR, thermal, and stress effects, enhancing margins and minimizing IR-induced timing escapes.
Design Closure feature offers up to 10x faster design closure with increased ECO success rates and enhanced power, performance, and area, speeding up convergence while reducing iterations. Multi-die design provides concurrent power integrity, electromagnetic, and thermal ******* ysis, providing earlier system insights from exploration through golden signoff with correct-by-construction methodology.
2 months ago
Interested in Avantis U.S. Small Cap Value ETF? Here are five stocks we like better.
Avantis U.S. Small Cap Value gives investors active exposure to profitable, lower-valuation small-cap stocks.
Vanguard Small-Cap offers broad, low-cost access to small-cap companies across value and growth categories.
iShares Russell 2000 remains one of the most liquid ways to track the broader U.S. small-cap market.
The small-cap equities world carries a number of risks—unproven companies, higher volatility, and so on—but also brings the opportunity for growth that may outpace some larger names. International small-cap names may be heating up, and while small-cap stocks in the United States have already had a good run, many valuations remain comparably attractive when held up against mega-cap tech stocks and other top names. A big factor is the interest rate environment: investors predicting that the Fed might hold rates steady or even lower them at some point in the foreseeable future might want to stock up on small-cap names to buy and hold before that time.
Avantis U.S. Small Cap Value gives investors active exposure to profitable, lower-valuation small-cap stocks.
Vanguard Small-Cap offers broad, low-cost access to small-cap companies across value and growth categories.
iShares Russell 2000 remains one of the most liquid ways to track the broader U.S. small-cap market.
The small-cap equities world carries a number of risks—unproven companies, higher volatility, and so on—but also brings the opportunity for growth that may outpace some larger names. International small-cap names may be heating up, and while small-cap stocks in the United States have already had a good run, many valuations remain comparably attractive when held up against mega-cap tech stocks and other top names. A big factor is the interest rate environment: investors predicting that the Fed might hold rates steady or even lower them at some point in the foreseeable future might want to stock up on small-cap names to buy and hold before that time.
2 months ago
Petco Health and Wellness Company Inc. (NASDAQ:WOOF) is one of the best value penny stocks to buy according to hedge funds. On June 3, Petco announced its FQ1 2026 financial results, reporting net sales of $1.5 billion and a return to positive comparable sales growth of 0.7%. CEO Joel Anderson noted that these results validate the company's "Reach for the Sky" strategy, highlighting strong performance in its consumables and services businesses as key drivers of growth.
The company saw an increase in gross profit to $574.4 million and a significant rise in operating income, despite reporting a net loss of $15.1 million for the period. Additionally, Petco successfully reduced its total debt to $1.482 billion compared to the previous year and finished the quarter with $166.8 million in cash.
Photo by Reba Spike on Unsplash
Following this strong start, Petco Health and Wellness Company Inc. (NASDAQ:WOOF) reaffirmed its full-year 2026 outlook while guiding for the second quarter. Management remains focused on strengthening retail fundamentals and improving profitability, noting that its current projections account for stable economic conditions, ongoing tariff impacts, and elevated fuel costs.
Petco Health and Wellness Company Inc. (NASDAQ:WOOF) is a retailer of pet-oriented products and services, operating more than 1,500 stores across the US, Mexico, and Puerto Rico. The company provides services such as veterinary care, grooming, training, tele-health, and pet health insurance services, while its products include pet consumables and supplies.
The company saw an increase in gross profit to $574.4 million and a significant rise in operating income, despite reporting a net loss of $15.1 million for the period. Additionally, Petco successfully reduced its total debt to $1.482 billion compared to the previous year and finished the quarter with $166.8 million in cash.
Photo by Reba Spike on Unsplash
Following this strong start, Petco Health and Wellness Company Inc. (NASDAQ:WOOF) reaffirmed its full-year 2026 outlook while guiding for the second quarter. Management remains focused on strengthening retail fundamentals and improving profitability, noting that its current projections account for stable economic conditions, ongoing tariff impacts, and elevated fuel costs.
Petco Health and Wellness Company Inc. (NASDAQ:WOOF) is a retailer of pet-oriented products and services, operating more than 1,500 stores across the US, Mexico, and Puerto Rico. The company provides services such as veterinary care, grooming, training, tele-health, and pet health insurance services, while its products include pet consumables and supplies.
2 months ago
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the stocks with rising earnings estimates and fresh catalysts.
The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the strongest raw revision profiles in the screen, second only to Nvidia in the final ranking.
On June 30, Barron's reported that Wells Fargo raised its AMD price target to $615 from $505 while maintaining an Overweight rating. The firm tied the move to demand for AI-optimized server CPUs and projected AMD server CPU revenue to grow 68% in 2026 to $16 billion. The catalyst is broader than GPUs: agentic AI, cloud expansion, and enterprise modernization are increasing CPU demand alongside accelerator demand. That helps the estimate-revision story because AMD's AI opportunity is no longer limited to Instinct GPUs. The company also has leverage to EPYC server CPUs, rack-scale AI systems, and data-center platform share gains.
Advanced Micro Devices, Inc. (NASDAQ:AMD) designs CPUs, GPUs, adaptive computing products, and data-center chips used across servers, PCs, gaming, embedded systems, and AI infrastructure.
While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
The stock has 42 upward EPS revisions and 3 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 43 upward revisions and 2 downward revisions. That gives AMD one of the strongest raw revision profiles in the screen, second only to Nvidia in the final ranking.
On June 30, Barron's reported that Wells Fargo raised its AMD price target to $615 from $505 while maintaining an Overweight rating. The firm tied the move to demand for AI-optimized server CPUs and projected AMD server CPU revenue to grow 68% in 2026 to $16 billion. The catalyst is broader than GPUs: agentic AI, cloud expansion, and enterprise modernization are increasing CPU demand alongside accelerator demand. That helps the estimate-revision story because AMD's AI opportunity is no longer limited to Instinct GPUs. The company also has leverage to EPYC server CPUs, rack-scale AI systems, and data-center platform share gains.
Advanced Micro Devices, Inc. (NASDAQ:AMD) designs CPUs, GPUs, adaptive computing products, and data-center chips used across servers, PCs, gaming, embedded systems, and AI infrastructure.
While we acknowledge the potential of AMD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
2 months ago
Micron Technology (NASDAQ: MU) has delivered one of the most explosive performances among semiconductor stocks in 2026. To date, the memory company's shares are up 241% this year, making it the second-highest gainer in the Nasdaq-100.
After such a meteoric rally, most investors might **** ume the easy money has already been made. But in my view, Micron's true potential is only beginning to unfold. The catalyst that powered its meteoric ascent -- unprecedented demand for advanced memory in artificial intelligence (AI) data centers -- is accelerating, not peaking.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That sets the stage for Micron to enjoy substantially higher earnings power, and puts the stock price on a trajectory that could lead it to trade at $2,000 or more within the next year.
Over the last few quarters, Micron has meaningfully accelerated both its revenue and earnings growth. The reason is simple: The company's products sit at the center of the AI infrastructure build-out. Hyperscalers are pouring record sums of capital expenditures into the construction of new data centers, which has resulted in acute shortages of DRAM, NAND, and high-bandwidth memory (HBM) -- all three of which Micron specializes in.
After such a meteoric rally, most investors might **** ume the easy money has already been made. But in my view, Micron's true potential is only beginning to unfold. The catalyst that powered its meteoric ascent -- unprecedented demand for advanced memory in artificial intelligence (AI) data centers -- is accelerating, not peaking.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That sets the stage for Micron to enjoy substantially higher earnings power, and puts the stock price on a trajectory that could lead it to trade at $2,000 or more within the next year.
Over the last few quarters, Micron has meaningfully accelerated both its revenue and earnings growth. The reason is simple: The company's products sit at the center of the AI infrastructure build-out. Hyperscalers are pouring record sums of capital expenditures into the construction of new data centers, which has resulted in acute shortages of DRAM, NAND, and high-bandwidth memory (HBM) -- all three of which Micron specializes in.