Last Updated: Sept. 16, 2026 at 7:48pm ET
2026년. 9월 16일 오전 11:16 New York 시간
By
Heather Haddon
,

#york

Bitcoin faced this week's second major Washington catalyst on Sep. 16, with the Federal Reserve hiking the interest rates after the Senate failed to advance the CLARITY Act a day earlier.
The Federal Open Market Committee voted 12-0 to raise the federal funds target range by 25 basis points to 3.75%-4.00%, its first increase since 2023. The Fed said inflation "remains elevated" and that the move would support a timelier return to its 2% target.
The unanimous hike puts the central bank directly at odds with President Donald Trump, who has called for lower borrowing costs and said earlier this month that the U.S. "should be paying the lowest interest rate in the world."
The CLARITY Act, which would establish a federal market structure for digital ****** ets and clarify oversight between the Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC), failed to advance Tuesday in a 49-50 Senate cloture vote. It needed 60 votes to proceed.
The Fed decision matters for Bitcoin because higher interest rates increase yields on lower-risk ****** ets and tighten financial conditions, typically creating a tougher environment for speculative ****** ets.

#senate

Oil futures have been rising, but recently hit a peak. ConocoPhillips (COP) reported strong Q2 earnings on Aug. 6, and COP stock may be fairly valued. However, shorting COP puts and vertical put credit spreads are attractive alternatives for value investors.
COP closed at $137.35 on Friday, Sept. 11, a recent three-, six-, and 12-month peak. That followed WTI Oct. futures contract (CLV26) spiking above $104 late Thursday, Sept. 10.
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The market clearly believes that Conoco's Q3 earnings and cash flow will be strong, given how high oil and gas prices have been this quarter. Barchart's CLV26 chart below shows the recent peak in oil futures.
Oil has been rising due to ongoing tensions and kinetic action between the U.S. and Iran, as well as in other areas in the Middle East where oil is transported.

#sept

SpaceX (NASDAQ:SPCX) has been building its AI business at warp speed. It turns out to be much more challenging to rapidly build reliable data centers than expected. Some of its facilities ran without backup power for months. That recently led the company to make some changes, including reshuffling its leadership team to ensure it can meet a looming deadline for a $920 million-a-month compute deal with Alphabet's (NASDAQ:GOOG)(NASDAQ:GOOGL) Google.
Here's a look at what went wrong and how **** eX is racing to fix the problem.
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 »
Image source: The Motley Fool.
Engineering and reliability issues have surfaced at **** eX data center sites in Tennessee and Mississippi. According to a recent report by The Information, several sites operated without backup cooling and power systems as the company pushed to expand capacity as fast as possible. That publication has previously reported issues at **** eX data center sites, including that its Macrohand facility in Tennessee had to rely on over 100 mobile chillers and recorded uptime well below the company's 99.9% internal target. Meanwhile, the company used temporary gas turbines at its Mississippi data center longer than expected due to supply chain issues in delaying 41 permanent units. Temporary outages of the power and cooling systems have interrupted AI model training.

#company #NVIDIA #signal #power

Useless (USELESS), a Solana-based memecoin, has surged more than 900% from its August low to trade near $0.337 on Wednesday, its highest level since October 2025.
In my view, these gains won't hold for too long, which may lead USELESS down at least 50% from its current levels. Let's examine.
USELESS's one-week liquidation heatmap shows a large imbalance in leveraged positions, with substantially more long positions exposed below the current price than short positions sitting above it.
If USELESS extends its rally to around $0.347, roughly $540,000 worth of ****** ulative short positions could be liquidated, according to CoinGlass data. That is relatively small compared with the downside exposure.
A decline toward $0.10, for instance, could wipe out nearly $6.70 million in ****** ulative leveraged long positions. In other words, traders betting on further gains currently have far more capital vulnerable to forced liquidation than bears betting on a decline.

#long #gains #liquidation #decline

Get your expectations in check, bulled-up investors: One of Goldman Sachs' top stock strategists sees more gradual stock gains over the next 12 months.
"We should acknowledge that the S&P 500 and indeed other equity markets around the world have had a phenomenal return over the course of the last year and year to date," Goldman Sachs chief global equity strategist Peter Oppenheimer told Yahoo Finance in an exclusive interview on Opening Bid (video above). "So we've already had a lot of good returns behind us. We would expect lower returns from here."
Oppenheimer has a loyal following on the Street for many prescient calls on stocks over the years. In early March, he took a cautious view of markets before stocks hit their lows for the year later that month.
"In most cases, we're talking about mid- to high-single-digit [percentage] returns over the next 12 months, lower than we've been seeing in every region in the last 12 months," Oppenheimer added. "But still, you know, relatively decent so long as economic growth continues. That's our expectation."
To be sure, the factors are in place for a more muted backdrop for stocks heading into the end of the year, after a 12% gain for the S&P 500 (^GSPC) so far in 2026.

#year #months #returns #next

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
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#sapphire #travel #like

Kaiser Aluminum Corporation (NASDAQ:KALU) has pulled back sharply from its recent highs, but UBS sees the weakness as a buying opportunity. On August 31, UBS upgraded Kaiser Aluminum from Neutral to Buy and raised its price target to $184 from $179. ******* yst Alex Stansbury argued that the selloff has created an attractive entry point into a business with improving earnings power.
UBS's upgrade to Buy from Neutral is based on the view that Kaiser Aluminum Corporation (NASDAQ:KALU)'s recent pullback has created an attractive entry point rather than signaling a deterioration in the company's long-term earnings outlook. ******* yst Alex Stansbury raised the price target to $184 from $179, arguing that the selloff has created an opportunity to buy a business with improving earnings power.
The most important part of UBS's argument is that several of the pressures weighing on Kaiser's shares appear temporary. Stansbury specifically pointed to scrap as a meaningful tailwind while also saying that the company's underlying fundamentals are strengthening. That is important because UBS is not relying solely on higher aluminum prices to support its bullish view. Instead, the bank sees operational improvements and stronger end-market demand contributing to earnings growth.
UBS also highlighted the benefits of Kaiser's investments at Warrick and Trentwood. Those investments are increasingly relevant to the earnings story. Kaiser says its Warrick investment is designed to increase capacity for higher-margin coated packaging products, while its Trentwood modernization has focused on improving efficiency, capacity and the quality of products serving aerospace and general engineering customers.
The aerospace recovery is another key part of UBS's thesis. Stansbury pointed to the end of aerospace destocking and accelerating build rates, suggesting that an important headwind for Kaiser is beginning to reverse. That view is supported by Kaiser's latest results: the company said aerospace demand was strengthening as destocking eased, while second-quarter aerospace shipments increased year over year.

#kaiser #earnings #created #view

Brennan **** et Management recently released its Q2 2026 investor letter. The letter can be downloaded here. Investors were optimistic about a potential truce with Iran, highlighted by a mid-June memorandum for negotiations on regional security and sanctions, causing oil prices to drop and the market to rally. Despite geopolitical uncertainties, investors remain focused on a surge in AI infrastructure spending, which is expected to heavily influence the global economy, although questions about the returns from this investment loom. Overall, the S&P 500 remains at high valuations, seemingly unfazed by these challenges, while there are few pockets of value left, mostly outside the U.S. market. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Brennan **** et Management highlighted Liberty Capital Corporation (NASDAQ:GLIBK). Liberty Capital Corporation (NASDAQ:GLIBK) is a communication services company that provides a range of data, wireless, video, voice, and managed services. GCI Liberty, Inc. rebranded to Liberty Capital Corporation in May 2026. On August 31, 2026, Liberty Capital Corporation (NASDAQ:GLIBK) closed at $26.03 per share. Over the past month, Liberty Capital Corporation (NASDAQ:GLIBK) returned 8.78%, but its shares are down 28.94% over the past year. Liberty Capital Corporation (NASDAQ:GLIBK) has a market capitalization of $1.04 billion, and its stock has traded within a 52-week range of $19.30 to $41.18.
Brennan **** et Management stated the following regarding Liberty Capital Corporation (NASDAQ:GLIBK) in its Q2 2026 investor letter:
Liberty Capital Corporation (NASDAQ:GLIBK): "Just when I thought I was out, they pull me back in!": In our Q4 2024 letter, we described our unfavorable investment history with Liberty Latin America (LILAK) and explained our reasons for substantially exiting the position and reinvesting the proceeds in TIGO. In the letter, we blamed ourselves for giving LILAK's management team too much slack even though operating performance continued to contradict their rosy projections. Selling shares in a longer-term holding that has not worked is no fun, but it is part of the investment process.
In our Q3 2025 letter, we detailed our investment in GCI Liberty (later renamed Liberty Capital) and described how we felt that the company traded substantially below the value of the Alaska Cable business, which implied that investors were seemingly ascribing negative value to the prospects of deals from John Malone and company. We noted how investors would have flocked to this type of investment 10 years ago, but the underperformance of US cable and several other Liberty names had caused a severe inversion to anything cable related..." (Click here to read the full text)

#liberty #corporation #glibk #brennan

Federal Reserve Chairman Kevin Warsh delivered exactly what Wall Street was clamoring for this week: drawing a line in the sand against inflation while offering clarity on how the central bank would respond to rising prices.
Harvard professor and former chief economist of the International Monetary Fund, Ken Rogoff, said Warsh made it clear that if the inflation data didn't improve, he's going to hike interest rates.
"That surprised me because my layman political economic view of the situation was that if the Fed could possibly put that off until after the midterms, it would be good for the Fed as an institution," Rogoff said in an interview.
"By hiking, they demonstrate independence. On the other hand, democracy is under ***** ault, and if he hikes rates, you just don't know what the consequences are going to be."
Rogoff predicts that if the Fed raises rates at its September policy meeting, the central bank will face fierce backlash from President Trump. Following Warsh's speech, market odds for a September rate hike surged to 60%, up from 35% the previous day.

#going

Wall Street has spent much of 2026 debating whether AMD is an Nvidia alternative or a genuinely different bet. On Aug. 25, one of the Street's higher-ranked chip ******* ysts made his position clear.
AMD shares jumped roughly 4% on the day. The upgrade came with a specific argument about where server chip revenue is headed that goes well beyond the usual AI trade.
Simon Leopold, Raymond James' semiconductor ******* yst, upgraded AMD to Strong Buy from Outperform and raised his price target to $641 from $565 on Aug. 25, implying roughly 40% upside from AMD's closing price that day, CNBC reported.
Leopold ranks 120th out of 12,496 ******* ysts tracked by TipRanks, with a 60% success rate and an average return of 30% per rating. His $641 target sits above the consensus average of roughly $613 across all ******* ysts covering AMD.
Read more AMD:

#leopold

Debt by any other name is still debt, and if you've ever been in any amount of it, you'll know that the one thing that is definitely not the solution is, well, even more debt. And yet, that seems to be the preferred strategy of modern governments: If more money is needed, then they can simply fund it with endless debt.
The level of arrears accrued by the powers of the world is almost incomprehensible at this point. According to the Institute of International Finance, total global debt, across sectors and types of lending, is over $350 trillion, equivalent to about 305% of global GDP. That's compared to 240% of GDP in 2005.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#debt #dave

Vincent Retort, vice president of global reliability and quality at Lumentum Holdings Inc. (NASDAQ:LITE), disposed of 12,566 shares of common stock on August 19 and August 20, according to a recent SEC Form 4 filing.
Metric
Value
Shares sold
12,566

#lumentum

Aug. 23, 2026 6:56 am ET
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(2 min)
The heirs to one of America’s biggest liquor fortunes are in the middle of an intense family drama. Profits at Brown-Forman are shrinking, and shares in the spirits company have lost 60% of their value over five years. People are drinking less of its flagship Jack Daniel’s whiskey, the CEO is leaving, and a crosstown rival has made a $15 billion hostile takeover bid. Laura Cooper takes us inside the rift among some family members who have controlled the company for more than 150 years.
And bourbon country isn’t the only place where things are getting heated. Tensions are rising in retirement communities thanks to baby boomers smoking more pot. Seniors are among the fastest-growing demographics for marijuana use, and their neighbors are fuming.

#America #people

Scottish company EQ Chartered Accountants, part of the Sumer Group, has completed a merger with fellow practice Innes & Partners.
Innes & Partners, which serves clients in Inverness and Livingston, delivers professional services to private individuals, business owners, and non-profit entities such as charities, social enterprises and charitable trusts.
In a statement, EQ said the merger marks an "important step" in its growth as it expands its presence into the north of Scotland.
Innes & Partners' 20-person team joins Sumer Group's wider UK network, which has more than 70 offices and in excess of 3,000 personnel.
The transaction also increases EQ's workforce by nearly 7%, lifting staff numbers from 290 to 310.

#innes #sumer #scottish #group

On August 18, Comcast Corp. (NASDAQ:CMCSA) announced Xfinity Shield, a new home security platform meant to make its broadband service harder to leave. The rollout matters because Comcast has spent much of 2026 managing broadband subscriber losses, and a bundled security product gives the company something fiber and wireless rivals cannot easily replicate. Xfinity Shield combines Wi-Fi-based protection, cybersecurity, and family controls inside the existing Xfinity app, folding a new revenue lever onto a business that badly needs one.
Xfinity Shield ships free to every Xfinity Internet customer, with a $15-a-month tier adding an indoor camera, door and window sensors, cloud video storage, and 24/7 urgent response. Comcast product chief Fraser Stirling described the strategy plainly, saying the company is "lowering the barrier of entry to the idea of a total security product under Xfinity Shield." The timing lines up with how connected the average home has become. Comcast says the typical Xfinity customer now runs 36 devices on their home Wi-Fi, and its network filters an average of 30 million threats every day, numbers that make a bundled security layer feel less like an add-on and more like a necessity.
That stickiness push sits on top of a business that already throws off serious cash. Comcast generated nearly $21.9 billion in free cash flow in FY 2025 and turned $123.7 billion in revenue into roughly $20.0 billion of net income, a 16.2% margin. Execution has held up too. Peacock turned profitable for the first time, wireless lines crossed a major milestone, and Comcast beat earnings estimates in its most recent quarter, evidence that the company can still deliver even while restructuring around it.
None of that changes the core problem Xfinity Shield is designed to fix: broadband subscribers are still leaving. Comcast faces intensifying competition from fiber providers and 5G fixed wireless rivals, a fight that keeps chipping away at what was once a near-monopoly business. The balance sheet reflects a company carrying real leverage, with a debt-to-equity ratio of 1.1x and a current ratio of 0.9x, meaning short-term liabilities outweigh short-term ***** ets as of the December 2025 balance sheet.
Comcast also paused its share buyback program ahead of a planned NBCUniversal spinoff, a separation that adds years of complexity for investors trying to value the pieces separately. The company took an $8.6 billion noncash impairment tied to Sky, and rising costs for sports broadcasting rights, including the NFL and NBA, continue to pressure the media segment. There is also an uncomfortable irony in Comcast selling a cybersecurity product months after agreeing to a $117.5 million settlement over a prior Xfinity data breach, a reminder that the company's own network security has already been tested and found wanting once.

#home #broadband

With a market cap of $43.7 billion, Old Dominion Freight Line, Inc. (ODFL) is one of the largest North American LTL motor carriers, providing regional, inter-regional, and national LTL services through an extensive, union-free network across the continental United States. In addition to its core LTL services, the company offers expedited transportation, container drayage, truckload brokerage, and supply chain consulting through strategic alliances and an integrated service network.
Shares of the trucking firm have outpaced the broader market over the past 52 weeks. ODFL stock has gained 39.8% over this time frame, while the broader S&P 500 Index ($SPX) has rallied 20.5%. Moreover, shares of the company have surged 34.8% on a YTD basis, compared to SPX's 13.6% rise.
CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here's the Stock You Should Buy
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As Oracle Deepens Its Partnership with AWS, Here's How You Should Play ORCL Stock

#odfl #market #regional

The Walt Disney Company (NYSE: DIS) is a media and entertainment powerhouse. This statement isn't really up for debate. Its various studios, franchises, characters, and storylines are key to its success.
However, the business has made for an awful investment. In the past five years, the share price has declined 41% (as of Aug. 6).
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 »
The valuation is now at a multiyear low. Meanwhile, the leadership team is raising repurchase activity. Does this setup make Disney a no-brainer value stock?
The company's fiscal 2026 third-quarter (ended June 27) financial results highlight once again that the experiences segment is a strong performer. Revenue here was up 10% year over year, with operating income rising 20%.

#NVIDIA #disney #company #flashing

Middle East turmoil, centered on the U.S. war with Iran, is playing havoc with world energy markets. An ongoing dispute over access to the Strait of Hormuz, through which a fifth of world oil and natural gas supply is shipped, is causing prices to surge. This is a boon for South America's oil industry, particularly Suriname's emerging petroleum boom, which was delayed by conflicting drilling results and seismic data. The former Dutch colony is on the cusp of becoming South America's next major oil-producing nation.
Since 2019, Suriname's government in the capital Paramaribo has hungrily eyed Guyana's booming petroleum sector, which delivered a massive economic windfall for the former British colony. Five major oil discoveries in offshore Block 58, which started in 2020 with the Maka Central-1 exploration well, confirmed the presence of commercially exploitable hydrocarbons in Suriname's portion of the offshore Guyana-Suriname Basin.
After a series of delays, beginning in 2022, due to mismatched drilling results and seismic data along with a high gas-to-oil ratio, TotalEnergies, the operator of Block 58, approved a final investment decision (FID). TotalEnergies, which holds a 50% working interest in offshore Block 58, and 50% partner APA Corporation approved the development of the deepwater GranMorgu project. This changed the project's ownership structure. Forty percent was retained by the operator TotalEnergies with another 40% retained by APA, and the remainder granted to Staatsolie.
The state-controlled energy company's acquisition was in accordance with Staatsolie's rights set out in the production-sharing contract (PSC) for Block 52. The company used a $1.6 billion loan from a banking consortium and a March 2025 bond issue to finance the acquisition. Staatsolie's share of GranMorgu will multiply the earnings delivered to Paramaribo, which has been battling an economic crisis since 2021. Indeed, the situation was so severe that rioting engulfed parts of the capital and parliament was stormed by protestors in 2023.
GranMorgu, which will come online in 2028, is a game changer for an economically challenged Suriname. The project's floating production, storage and offloading unit (FPSO) vessel, on completion, will have capacity of 220,000 barrels per day.

#south #World

Harris Oakmark recently released its second-quarter 2026 investor letter for the "Oakmark U.S. Concentrated Strategy". A copy of the letter can be downloaded here. The strategy returned 9.21% (net) in the second quarter, lagging the Russell 1000 Value Index's 13.87%. U.S. equities finished higher during the quarter, with nine of eleven GICS sectors posting gains, led by technology and industrials, while energy and utilities detracted. The market showed concentrated leadership, with investors favoring companies that benefit from AI spending. However, the firm continues to focus on value discipline, avoiding AI-driven market fads, prioritizing companies trading below intrinsic value. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Oakmark U.S. Concentrated Strategy highlighted ICON Public Limited Company (NASDAQ:ICLR). ICON Public Limited Company (NASDAQ:ICLR) is a clinical research organization that provides outsourced development and commercialization services to the pharmaceutical, biotechnology, and medical device industries. On July 28, 2026, ICON Public Limited Company (NASDAQ:ICLR) stock closed at $180.24 per share. One-month return of ICON Public Limited Company (NASDAQ:ICLR) was 2.96%, and its shares lost 0.69% over the past 52 weeks. ICON Public Limited Company (NASDAQ:ICLR) has a market capitalization of about $13.91 billion.
Oakmark U.S. Concentrated Strategy stated the following regarding ICON Public Limited Company (NASDAQ:ICLR) in its Q2 2026 investor update:
"ICON Public Limited Company (NASDAQ:ICLR) was a contributor during the quarter. The Ireland-headquartered and U.S.-listed clinical research organization reported two sets of results as it caught up following its accounting re view, both in line with expectations against an improving pharma backdrop. Bookings were the standout, with a strong net book-to-bill and sharply lower cancellations than a year ago, led by full-service outsourcing. Given the business's long-cycle nature, this should support accelerating revenue growth in coming years if sustained. Margins met guidance, and management is confident in further gains from steps al ready underway. With the accounting clean-up behind it, ICON plans to resume buybacks, its top capital priority, after next quarter's earnings. We continue to see ICON as the leading pure play in an attractive industry with a long runway for future growth."
ICON Public Limited Company (NASDAQ:ICLR) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 49 hedge fund portfolios held ICON Public Limited Company (NASDAQ:ICLR) at the end of the first quarter, up from 41 in the previous quarter. While we acknowledge the risk and potential of ICON Public Limited Company (NASDAQ:ICLR) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within

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Jamie Dimon is getting more bearish on the stock market.
The CEO of JPMorgan Chase (NYSE:JPM) and one of the most influential voices in finance says he would not buy either stocks or U.S. Treasuries at current prices. More importantly, he said investors are ignoring some significant threats to the market.
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

#jpmorgan #finance #moneywise #dimon

Macerich Company (MAC), a retail REIT, is demonstrating strong technical momentum.
Shares are up nearly 50% over the past year.
A 2.59% dividend yield also sweetens things for potential Macerich investors.
Analyst sentiment is mixed with price targets ranging from $19 to $31.
Author's note: In times of financial uncertainty, real estate starts to look like an attractive edge. This last week, all three of my favorite real estate ETFs – Vanguard Real Estate ETF (VNQ), Cohen & Steers Real Estate ETF (ICF), and the S&P 500 Real Estate SPDR (XLRE) – all showed gains.

#vanguard

SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Deciding to retire can feel a bit unnerving. Retirees have plenty to potentially worry about – some of which they have no control over – like how the market will perform and how fast prices at the supermarket will increase.
But regardless of the economic environment, simple mistakes can prove costly for retirees.
Here are some common mistakes that you'll want to avoid as you enter your golden years. And if you need additional help planning for retirement, consider connecting with a financial advisor.
Did you know that you may need to pay income taxes on your Social Security benefits? In fact, up to 85% of your benefits may be taxable, depending on your other sources of income. The income thresholds that trigger taxes are set at specific amounts and don't adjust for inflation, which means more retirees hit those tax limits every year.

#taxes

Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund significantly outperformed both of its benchmarks, the Russell 2000 Mid Cap Growth Index and the Russell 2000 Index, returning 41.6% net of fees while averaging 88% net long exposure. YTD, the fund returned 16.5% net of fees. long portfolio significantly outperformed both benchmarks, while the short portfolio was mixed in the quarter. The letter states that there was a notable performance push in Q1, which was reflected in Q2, driven by both the Iran War and idiosyncratic impacts on positions in the fund. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Deep Sail Capital Partners highlighted AmpliTech Group, Inc. (NASDAQ:AMPG). AmpliTech Group, Inc. (NASDAQ:AMPG) is a technology company that focuses on the design, engineering, and ***** embly of microwave component-based amplifiers and systems. On July 21, 2026, AmpliTech Group, Inc. (NASDAQ:AMPG) closed at $6.09 per share. One-month return of AmpliTech Group, Inc. (NASDAQ:AMPG) was -13.86%, and its shares gained 126.39% over the past 52 weeks. AmpliTech Group, Inc. (NASDAQ:AMPG) has a market capitalization of $154.31 million.
Deep Sail Capital Partners stated the following regarding AmpliTech Group, Inc. (NASDAQ:AMPG) in its Q2 2026 investor update:
"There were a few large detractors at the end of the Q1 that have reversed in Q2 including our two biggest contributors in Q2 Credo Technology and AmpliTech Group, Inc. (NASDAQ:AMPG). Amplitech (which I shared my long thesis in the fund's Q1 investment letter) returned even more in Q2 at 266% driven on a narrative pushed by retail investors that Amazon has become a client and that their devices will be used in future satellite launches. The fund exited the position in May with a return of 166% because we believe this narrative is incorrect and the stock had reached our valuation target of $6. I had no idea Amplitech would get caught up in this retail bubble, but I'll take the win and move on."
AmpliTech Group, Inc. (NASDAQ:AMPG) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 5 hedge fund portfolios held AmpliTech Group, Inc. (NASDAQ:AMPG) at the end of the first quarter, compared to 7 in the previous quarter. While we acknowledge the potential of AmpliTech Group, Inc. (NASDAQ:AMPG) 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.

#capital

August WTI crude oil (CLQ26) today is up +1.75 (+2.10%), and August RBOB gasoline (RBQ26) is up +0.0017 (+0.05%).
Crude oil and gasoline prices are pushing higher today, with crude climbing to a 5-week high. The threat to global oil supplies is boosting crude oil prices today as the US-Iran war has curbed oil tanker traffic through the Strait of Hormuz and threats by Houthi militants to blockade Saudi Arabia have reduced oil tanker traffic through the Red Sea.
Nat-Gas Prices Weaken on Tropical Storm Risk
Crude Prices Gain on Escalation of US-Iran Hostilities
Crude Prices Erase Early Gains on Possible US-Iran Truce Proposal

#tanker

IREN spiked 16% and APLD jumped 9% in a technical rebound after both shed over 40% of their value in the past month; meanwhile, WULF added 7% in risk-on Monday morning trading action.
Applied Digital CEO Wes ****** mins noted CoreWeave demand helped drive 139% revenue growth as hyperscaler capex climbed from roughly $400 billion to $700 billion.
Core Scientific posted 45% revenue growth with colocation surging 9x year-over-year, while IREN and TeraWulf still carry heavy losses despite the sector bounce.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Iren didn't make the cut. Grab the names FREE today.
Shares of AI infrastructure names are bouncing hard in early Monday trading, led by IREN (NASDAQ:IREN), up 17% to $39.28. Applied Digital (NASDAQ:APLD) is up 9% to $28.06, TeraWulf (NASDAQ:WULF) is up 7% to $19.44, and Core Scientific (NASDAQ:CORZ) is up 7% to $22.31.

#apld

Jamie Dimon is getting more bearish on the stock market.
The CEO of JPMorgan Chase (NYSE:JPM) and one of the most influential voices in finance says he would not buy either stocks or U. S. Treasuries at current prices. And investors, he added, are ignoring some significant threats to the market.
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
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going

#actually

By Harry Robertson and Laura Matthews
LONDON/NEW YORK, July 17 (Reuters) - The dollar was flat on Friday, on track for a weekly decline as tame U.S. inflation data led traders to cut bets on imminent rate hikes from the Federal Reserve.
Iran and the ‌United States exchanged intensifying fire in a week-long escalation that has largely unravelled last month's truce, spurring safe-haven bids for the dollar ‌and pushing oil prices to near one-month highs.
Meanwhile, U.S. consumer sentiment climbed to a five-month high in July, although traders said the respite may prove temporary with renewed conflict in the Middle East driving up gasoline prices.
"The tech-led global equity market plunge and ongoing disruption to Strait of Hormuz traffic have triggered a flight to safety," said Elias Haddad, global head of markets strategy at Brown Brothers Harriman. "USD recovered some of this week's losses, and global bond yields edged a bit lower."

Morgan Stanley (NYSE:MS) reported record second quarter revenue and profit that topped Wall Street expectations on Wednesday, driven by strength across its institutional securities, wealth management and investment management businesses.
The bank posted earnings per diluted share of $3.46 on net revenue of $21.35 billion for the quarter ended June 30, exceeding **** ysts' expectations of $2.93 per share on revenue of $19.63 billion. A year earlier, Morgan Stanley (NYSE:MS) reported earnings per share of $2.13 on revenue of $16.79 billion.
Net income attributable to Morgan Stanley (NYSE:MS) rose to $5.58 billion from $3.54 billion a year earlier, while return on tangible common equity increased to 26.6% from 18.2%.
Institutional Securities generated record revenue of $11.04 billion, up from $7.64 billion a year earlier. Investment banking revenue climbed to $2.44 billion from $1.54 billion, while equities revenue surged to $6.30 billion from $3.72 billion. Fixed income revenue increased to $2.46 billion from $2.18 billion.
Wealth Management reported record revenue of $8.86 billion, compared with $7.76 billion a year earlier. The division attracted a record $148.1 billion in net new **** ets during the quarter, while total client **** ets across wealth and investment management reached $10 trillion.