Soybeans are falling back 5 to 6 cents so far on Wednesday, but a nickel off the early lows. The cmdtyView national average Cash Bean price was down 5 cents at $12.52 1/4. Soymeal futures are up 80 cents at midday, with Soy Oil 13 points lower. There were no deliveries against September soybean futures overnight, with 38 deliveries for September meal and 11 for bean oil.
USDA reported private export sale announcements of 340,000 MT of soybeans to China for 2026/27 and 100,000 MT of 2026/27 beans to unknown destinations this morning.
Will Corn's Bullish Trend Continue
Arabica Coffee Retreats as Brazil Supplies Hit the Market
Adequate Cocoa Supplies Pressure Prices

#cents #september #soybeans #futures

Broadcom (NASDAQ: AVGO) just posted one of the best quarters you'll ever see from a company involved in the AI computing equipment ******* e. It grew its AI semiconductor revenue at a 221% pace during the third quarter of FY 2027 (ended Aug. 2). That's better performance than nearly any of its competitors have ever put up, but that's just the beginning.
Broadcom announced major news about future demand, and there's really only one conclusion after learning about their projections: Buy the stock hand over fist.
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 »
Broadcom's exposure to AI computing units comes from its custom AI chips. The company partners with AI hyperscalers to design and build chips specifically tailored to their workloads. If done properly, this can provide a computing unit that delivers better performance at a lower cost.
However, the workload must stay consistent. This means that broad-purpose GPUs won't ever be fully replaced, but the market share of custom AI chips could increase.

#signal #broadcom

I'm a chef who is in the process of switching careers. I plan to pursue the Enrolled Agent credential. I'm also an avid investor. About four years ago, I started studying everything I could about investing and personal finance. I also encouraged my sister to do the same.
For most of my life, I had no idea that building wealth and having a positive net worth was something I could realistically achieve. I genuinely thought I was destined to depend almost entirely on Social Security in retirement. Now I know that poverty doesn't have to be my reality.
Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well.
'It's not fair': My twin brother and I were left houses by our parents. Can I make him pay his share for taxes and upkeep?
Adobe just announced its next CEO. Here's why its stock is dropping.

#Social #bloom #process #switching

The combined trading volumes on prediction markets Kalshi and Polymarket fell 15% in August, the first decline in more than a year.
Combined monthly trading volumes at Kalshi and Polymarket fell 14.5% to $45.33 billion U.S. during August, the first month-over-month drop in a year.
Kalshi recorded $37.17 billion U.S. in trading volumes in August, while Polymarket saw $8.16 billion U.S. in bets placed on its platform.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#polymarket #combined #year

Morgan Stanley (MS) leads all money-center peers up 19% in 2026, but must clear its $231 52-week high before $250 becomes realistic.
MS beat Goldman Sachs (+14%) and JPMorgan (+10%), while Wells Fargo is the only big bank down 7% this year.
Record Q2 revenue of $21 billion, equity trading up 69%, and a reauthorized $20 billion buyback underpin the bull case for MS.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A global bond selloff pushed the 10-year Treasury yield to 4.79% this afternoon, above its prior 52-week high of 4.75% set on July 31. Rising long rates typically help banks, yet the money-center group is soft, and so is the sector fund.

#money #billion #goldman

Investors added $27.2 billion to US-listed ETFs during the week ending Friday, Aug. 28, pushing year-to-date inflows to $1.38 trillion.

International equity ETFs led the way with $9.1 billion, followed by US fixed income ETFs with $8.6 billion. US equity ETFs took in a relatively modest $2.3 billion, less even than the $2.5 billion that went into currency funds.

The backdrop was a firmer stock market and a softer bond market. The S&P 500 rose about 1% last week, while the 10-year Treasury yield ticked a few basis points higher. On Monday it climbed further, reaching as much as 4.77%, its highest level since January 2025.

Judging by the flows, ETF investors have been treating those higher yields as a buying opportunity.
At the individual fund level, the Vanguard S&P 500 ETF (VOO) led with $11.4 billion, lifting its year-to-date haul to a whopping $106 billion. The Vanguard Short-Term Treasury ETF (VGSH) followed with $2.7 billion.

Meanwhile, both the AI trade and the debasement trade remained in play, with $1.6 billion flowing into the VanEck Semiconductor ETF (SMH) and $1.2 billion into the iShares Bitcoin Trust ETF (IBIT).

For a full list of last week's top inflows and outflows, see the tables below.
Ticker
Name
Net Flows ($, mm)
AUM ($, mm)

#etfs #vanguard #flows #week

Dublin, Ireland-based Accenture plc (ACN) provides strategy and consulting, industry X, song, and technology and operation services. Valued at $126.6 billion by market cap, the company delivers a range of specialized capabilities and solutions to clients across all industries and operates a network of businesses providing outsourcing and alliances.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ACN fits right into that category with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the information technology services industry. ACN leads in IT services with a brand known for quality and innovation. Its global reach and large workforce let it deliver broad solutions, while ongoing investment in R&D, AI, and talent development keeps offerings cutting-edge and the company a top employer, fueling long-term growth.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#billion #dear #palantir #market

Futures for the Dow Jones Industrial Average and the other major stock indexes dropped Tuesday, as oil prices and Treasury yields jumped. Meanwhile, Nvidia (NVDA) and Micron Technology (MU) were early losers on the stock market today.
Ahead of Tuesday's open, Dow futures fell 0.5% as S&P 500 futures dropped 0.5%. Nasdaq-100 futures declined 1% in early morning trading.
West Texas Intermediate crude futures jumped more than 2%, to around $87.75 a barrel. The 10-year Treasury yield rose above 4.79%. Bitcoin fell to roughly $77,900.
Among exchange traded funds, the Invesco QQQ (QQQ) was down 1.1%, as the State Street SPDR S&P 500 (SPY) dropped 0.6% before Tuesday's opening bell.
Shares of artificial intelligence ****** an Nvidia declined more than 1% premarket Tuesday, threatening to erase Monday's 1.5% gain and fall further below a 227.92 cup-with-handle entry.

#futures #NVIDIA #Stock

Alberta's Premier Danielle Smith has rejected the idea of slapping export taxes on crude oil exports to the United States in retaliation for the Trump administration's tariff salvo against Ottawa, saying they would be damaging to Canada.
"Although I understand the need to respond strongly to these tariffs, I cannot think of a more disastrous policy decision than cutting off or taxing Alberta's oil to the United States," Smith said as quoted by Global News, adding that the move would trigger a disproportionate tariff response from the United States that could hurt the Canadian economy.
"It would not only extinguish the livelihoods of hundreds of thousands of Albertans, it would economically hobble our friends and neighbors in other provinces to the east," she said, warning of millions of jobs getting lost as a result of the tariff war.
Alberta exports about 4 million barrels of crude oil daily to the United States. Last year, the total value of these exports stood at about $80 billion. Trump has so far not threatened tariffs on crude oil coming from Canada but, according to Smith, this could change if Canada itself decides to use oil exports as a weapon in the tariff war.
As for the possibility of threatening the U.S. with a suspension of oil exports, Smith suggested this would be an even worse idea. "The United States would, of course, respond and cut off all gasoline and diesel from their refineries to Ontario and Quebec, right as we turn into fall and winter," she told media.

#exports #idea

The Wall Street Journal reported on August 14, 2026, that PayPal Holdings, Inc. (NASDAQ:PYPL) is in talks to sell itself to a group including Stripe and private equity firm Advent International after Stripe and Advent's initial July offer of $60.50 a share was rejected as too low, with the two sides now negotiating a higher price.
PayPal's market value has collapsed from a 2021 peak of about $360 billion to as low as roughly $36 billion this year. Now the company built by early digital-payments pioneers is negotiating its own sale.
That raises the real question: does a Stripe-Advent deal rescue PayPal Holdings, Inc. (NASDAQ:PYPL)'s business at a fair price, or does it confirm the company simply couldn't turn around its slowing growth alone?
The initial $60.50-per-share offer represented roughly a 28% premium to PayPal Holdings, Inc. (NASDAQ:PYPL)'s prior closing price and was backed by about $50 billion in committed bank financing. William Blair ****** yst Andrew Jeffrey said PayPal's new CEO likely would not accept a "low-ball offer." Blair predicated Stripe and Advent could go as high as $70 a share. Combining Stripe's merchant-focused business with PayPal's more than 430 million consumer accounts would create a combined payments giant processing about $3.7 trillion in annual volume. PayPal CEO Enrique Lores has already split the company into three units, checkout, Venmo, and payments and crypto, since taking over in March as part of a big recovery effort.
PayPal Holdings, Inc. (NASDAQ:PYPL)'s own struggles are exactly why a sale is on the table. Rivals like Apple Pay and Google Pay have taken. As of July, PayPal has lost more than 40% of its market value over just the past 12 months, and its market cap is still roughly one-tenth of its 2021 peak. There's no guarantee talks result in a deal at all, since PayPal already rejected the first offer as insufficient.

#NASDAQ #price

NVIDIA's $108B Q3 guide and supply-constraint warning sent WULF up 7% and APLD up 5% as contracted power capacity grows scarcer and more valuable.
DTCR rose only 0.8% while individual capacity operators surged, confirming today's flow targets contracted AI power hosts, not the broad data center sector.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
TeraWulf (NASDAQ:WULF) stock is up 6% to $16.90 Thursday morning, while Applied Digital (NASDAQ:APLD) shares are climbing 5% to $28.12. Both names are riding a read-across from someone else's earnings report.
That report came from NVIDIA (NASDAQ:NVDA), whose stock is up 7% to $224.38 following a blowout print delivered Wednesday afternoon. NVIDIA's Q2 FY2027 results and forward guide have reignited the AI compute trade across capacity operators tied to hyperscaler and AI-lab demand.

#NASDAQ #apld #contracted #operators

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.
Silver (SI=F) September futures opened at $68.96 per ounce on Tuesday, August 25, 2026, up 0.5% from Monday's closing price. Silver fell slightly this morning to $68.07 as of 8:08 a.m. ET.
Silver prices are pulling back slightly this morning, despite holding onto weekly and monthly gains of 5.7% and 17.6%, respectively.
Most investors are looking ahead to tomorrow's inflation report, the Personal Consumption Expenditures (PCE) Price Index, and the Fed Chair Kevin Warsh's speech on Friday at Jackson Hole.
Inflation concerns and their impact on the Fed's decision to potentially raise rates following its September meeting continue to be a focal point for silver investors, as higher rates are a natural headwind for silver prices since the precious metal doesn't pay interest.

#slightly #investors

DZ Bank's $100 Sell target on SPCX implies a 25% drop from $134, the lone bear call among more than 40 **** yst actions Friday.
Post-IPO lockup expiration unlocks 912 million shares, surpassing the 639 million sold at IPO and amplifying supply pressure on a stock already down 17%.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and **** eX didn't make the cut. Grab the names FREE today.
DZ Bank initiated coverage of **** eX with a Sell rating and a $100 price target on August 21, 2026. Against Thursday's $134 close on a $1.03 trillion company, the target is a rare public bear call on a recently public mega cap, and it deserves a close look from long-term holders.
Ticker

#target #sell #analyst #close

Generac Holdings Inc. (GNRC), headquartered in Waukesha, Wisconsin, designs, manufactures, and distributes various energy technology products and solution. With a market cap of $12.5 billion, the company offers generators to serve the residential, commercial, industrial, and telecommunications markets.
Shares of this backup power giant have underperformed the broader market over the past year. GNRC has gained 6.6% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. However, in 2026, GNRC stock is up 55.6%, surpassing the SPX's 12.4% rise on a YTD basis.
Barron Trump, 20, Now Worth $150 Million — More Than Mom, Melania — From Crypto And $39 Energy Drink
Billionaire Michael Saylor Warns Against Buying a House Because 'Every 36 Years You Actually Pay the Cost of the House in Tax to the Government'
QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.

#House #broader #waukesha

Image source: The Motley Fool.
Aug. 20, 2026 at 8:30 a.m. ET
Head of Investor Relations - Stephen Zhang
Chief Executive Officer - Steve Altemus
Chief Financial Officer - Pete McGrath

#head

On August 6, 10x Genomics (NASDAQ:TXG) reported second-quarter revenue of $151 million, boosted by a $1.6 million settlement payment from Takara. Strip that out and revenue grew just 3% year-over-year to $149.4 million, a modest number next to the real headline of the quarter: a brand-new instrument platform called Atera, where booked orders have exceeded full-year planned shipments.
By the end of the second quarter, booked orders for Atera already exceeded the roughly 40 units 10x had planned to ship for all of 2026. Demand also showed up in Catalyst Research Services, the program that lets customers run samples on Atera in 10x's own lab before committing to buy a unit. Away from Atera, the existing consumables business kept growing, up 7% overall, with spatial consumables climbing 16% on continued strength in the Xenium platform. During the quarter, 10x acquired Proteintech Genomics, adding single-cell protein panels that management says will let Atera measure proteins alongside gene expression from the same cell.
The balance sheet backed up the story. Cash and marketable securities rose to $552 million, up $105 million from a year earlier, and gross margin expanded to 74% from 72%. Management raised full-year revenue guidance to a range of $610 million to $630 million. New research partnerships with Cleveland Clinic and Lausanne University Hospital, aimed at finding biomarkers of treatment response in oncology, point to where 10x hopes this technology eventually leads: clinical diagnostics.
The flip side of Atera's launch showed up in the instrument line. Total instrument revenue fell 47% year over year, with Chromium instruments down 46% and spatial instruments down 48%, as customers held off on buying older spatial systems while waiting for the new platform. Management expects that pause to continue, guiding for a sequential revenue step down in the third quarter before a bigger jump in the fourth. Even though booked Atera orders already exceed the year's full production plan, 10x kept its shipment target at about 40 units, weighted mostly toward the fourth quarter, a sign the company is still constrained on how fast it can build the machine.
Regionally, APAC revenue fell 19%, partly because customers in China had pulled purchases forward a year earlier ahead of anticipated tariffs. Operating expenses rose to $132.1 million from $95 million, though the comparison is skewed by a $40.7 million patent settlement gain booked in the prior year versus $3.4 million this year.

#year #quarter

United Parcel Service, Inc. (NYSE:UPS) shares surged in premarket trading on July 28 after the package-delivery company reported a second-quarter beat and raised its 2026 outlook. Revenue reached $22.83 billion, above the $21.81 billion consensus estimate, while adjusted earnings of $1.76 per share exceeded the $1.66 estimate. UPS now expects full-year revenue of approximately $91.2 billion, up from $89.7 billion, and adjusted earnings of approximately $7.22 per share.
The more important development was operational. Eighteen months after announcing an accelerated reduction in lower-margin Amazon volume, UPS said it had completed the planned "glide down" and the related phase of its network reconfiguration. That did not end the Amazon relationship: Amazon had accounted for more than 13% of UPS revenue at its peak, but its contribution had fallen to 8.8% by the end of the first quarter.
That strategy was always supposed to make UPS smaller before making it more profitable. The second quarter offered the clearest evidence yet that the second part may finally be starting. U.S. Domestic average daily package volume fell 3.3%, but revenue rose 6% as revenue per piece increased 9.3%. Adjusted domestic operating profit increased 21%, lifting the segment's adjusted margin to 8% from roughly 7% a year earlier.
Still, the margin remains well below the International segment's 12.4%, and fuel surcharges contributed to the stronger revenue-per-piece result. The core tension is whether UPS has created a durably more profitable domestic network, or whether fuel surcharges and temporary restructuring effects made one quarter look better than the underlying cost structure.
The bull case is that UPS has begun to prove the logic behind sacrificing Amazon volume: fewer packages can produce more revenue and profit when the packages that remain carry better yields.

#revenue #Margin

Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #832a6240 -91e4-11f1-b5b4-8164556422e3

#please #tools

A project that used to take three weeks now takes one. A report that required a full day gets done before lunch. And employees are being evaluated against that accelerated standard before anyone has agreed it is sustainable, accurate, or fair. The time savings went to the company, but the pressure went to the employee.
Here is the dynamic playing out inside nearly every organization adopting AI right now: efficiency gains from AI are not being returned to employees as breathing room. They are being immediately converted into higher output expectations. The ***** umption is simple and rarely stated out loud: if AI freed up your afternoon, that afternoon now belongs to the next ***** ignment. Workers are not getting time back. They are getting more work, on a faster clock, with the same number of hours in the day.
New research from GoTo and Workplace Intelligence makes the paradox explicit. The Pulse of Work in 2026 study, which surveyed 2,500 employees and IT decision-makers across ten countries, found that employees save more than two hours per day using AI tools. But the same study found that 60% of employees feel pressured to use AI to boost productivity, 50% say they rely on it too much, and 39% say that reliance is making them less intelligent. The productivity gain and the human performance cost are arriving simultaneously. Most organizations are only tracking one of them.
An ActivTrak's ***** ysis of 443 million hours of work activity across more than 1,100 organizations found that AI doubled time spent on email and messaging while focused deep work fell by 9%. A Harvard Business Review study published earlier this year found that after AI adoption, workers operated at a faster pace, took on a broader scope of tasks, and extended work into more hours of the day, often without being asked. The tools are generating more activity while depleting the capacity for the high-quality thinking that makes that activity valuable.
When AI compresses timelines, the most visible change is speed, and speed quickly becomes the proxy for performance because it is the most legible output of AI adoption. Gallup's research finds that 65% of employees say AI has improved their productivity, and frequent AI use among managers has doubled from 15% to 30% since 2023. But that growing adoption is producing a widening gap between who benefits and who absorbs the pressure: leaders report the strongest gains, while individual contributors remain the least likely to receive guidance on how to use AI effectively. And 54% of managers say workplace expectations have directly increased due to AI. The bar is rising and the measurement framework is not keeping pace.

#employees #hours #adoption #workers

CONCLUDED
Last Updated: Aug 4, 2026, 7:18 PM EDT
1 day ago
By
Renae Dyer, Dow Jones Newswires

#concluded

The S&P 500 index (SNPINDEX: ^GSPC) has a miserly yield of roughly 1%. That fact highlights just how difficult it is to find attractive dividend stocks in 2026. But if you are an income investor, you can still find yield; you just have to do a little digging. However, don't just examine dividend yield. Pay close attention to the sustainability of the dividend, too.
Enterprise Products Partners (NYSE: EPD), for example, has a lofty 5.6% yield and a distribution growth streak of 27 years. Realty Income's (NYSE: O) yield is 4.9%, and its dividend has increased for 31 years. Here's a look at each of these attractive passive income stocks.
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 »
Enterprise's lofty distribution yield is notable given that it operates in the energy sector, an industry known for volatility. But it operates in the midstream segment, which is actually very stable. Essentially, Enterprise owns energy infrastructure ******* ets that transport oil and natural gas worldwide. It charges fees for the use of its ******* ets, so commodity prices aren't that impactful on its cash flows. That is how it has managed to achieve such an impressive streak of distribution growth.
The downside is that the lofty 5.6% yield will likely account for the lion's share of an investor's return over time. The pipelines and storage ******* ets that Enterprise owns are large, time-consuming, and expensive to build. Slow and steady growth is the norm. That said, this particular midstream business also emphasizes fiscal conservatism. It has an investment-grade-rated balance sheet, and its distributable cash flow covers the distribution by a very solid 1.7x.

#distribution #years #time

On this episode of Stock Movers:- Carvana (CVNA) is sinking after the online car retailer gave an annual adjusted Ebitda forecast with a midpoint below **** yst estimates. - Chipotle (CMG) and Starbucks (SBUX) raised their guidance after stronger-than-expected quarters, with sales bolstered by new menu items and revamped loyalty programs.- Crocs (CROX) shares are sinking after a soft outlook for this quarter pointed to a weak second half, pushing some investors to sell following a big rally in the company's shares this year.

#sinking #sbux

CMA CGM posted impressive Q2 earnings as it navigated volatile supply chain conditions to substantial increases in container volumes and profit.
The closely-held provider of diversified logistics services based in Marseille today said maritime volumes rose 6% to 6.3 million container units from 5.97 million in 2025. Revenue spiked 22% to $9.96 billion from $8.17 billion, while earnings before interest, taxes, depreciation and amortization (EBITDA) were up 42.4%, to $2.26 billion from $1.59 billion. EBITDA margin improved from 19.4% to 22.7%
"Against a backdrop of continued geopolitical instability, the Group delivered solid results in the second quarter of 2026, driven by the performance of our shipping activities, the growth of our terminals and air cargo businesses, and the complementary strengths of our logistics operations," said Rodolphe Saade, chairman and chief executive, whose family controls CMA CGM. "This performance reflects our strategy of expanding in key markets and investing in strategic **** ets. They once again demonstrate the strength of our model, our agility and our resilience, all in support of delivering reliable, high-quality service to our customers."
The company said that the second quarter of 2026 was "a particularly volatile market environment for the shipping and logistics industry, marked by the multiplication of geopolitical conflicts, particularly in the Middle East, and a high level of macroeconomic uncertainty."
Overall revenue grew 19.2% to $15.69 billion from $13.17 billion as EBITDA improved 31% to $2.99 billion from $2.28 billion and EBITDA margin was up 1.7 points to 19% from 17.3%. Net income was better at $770 million from $520 million.

#ebitda #volumes #Margin

Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
For years, professional athletes — from Grant Williams (1) to Cam Newton — have pushed back against the idea that signing a massive contract automatically makes them rich. Between federal and state "jock (2)" taxes, agent commissions, league fees and other expenses, many argue that a $100 million contract looks much smaller once everyone else takes their cut.
But 2020 NBA champ Kyle Kuzma thinks that conversation misses the real issue.
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

#Gold #contract #moneywise #finance

Mining company USA Rare Earth (USAR) has named Serra Verde CEO Thras Moraitis as its next CEO after Barbara Humpton retires. Humpton has been instrumental in the company forging public-private partnerships and expanding its activity across critical mining processing, as well as metals and magnet manufacturing.
The rare-earth metal mining firm had agreed to acquire 100% of Serra Verde Group in April, which is the only large-scale producer outside Asia of all four magnetic rare earths. This is an effort to shift supply lines away from China, which hosts roughly two-thirds of global rare earth mining and about 90% of refining.
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.

#earth

NZS Capital, LLC, an investment management company, released its "NZS Growth Equity Strategy" second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Equity markets delivered a strong performance in the second quarter of 2026, driven by demand for AI infrastructure, geopolitical stabilization, and positive earnings reports. The portfolio achieved a gross return of +24.96% and a net return of +24.76%, significantly outperforming the +14.79% return for the Morningstar Global Target Market Exposure Index. Overweight in Semiconductors, stock selection in areas like Software and Industrials, and zero exposure to Energy contributed to the Strategy's outperformance in the quarter. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, NZS Growth Equity Strategy highlighted Lam Research Corporation (NASDAQ:LRCX). Lam Research Corporation (NASDAQ:LRCX) is a leading semiconductor equipment company that supplies semiconductor processing equipment for the fabrication of integrated circuits. On July 20, 2026, Lam Research Corporation (NASDAQ:LRCX) closed at $306.76 per share. One-month return of Lam Research Corporation (NASDAQ:LRCX) was -17.39%, and its shares gained 214.01% over the past 52 weeks. Lam Research Corporation (NASDAQ:LRCX) has a market capitalization of $383.62 billion.
NZS Growth Equity Strategy stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q2 2026 investor update:
"Information Technology contributed the most to absolute returns, though Industrials and Communication Services also outperformed. Each of the top-five individual contributors to absolute returns were in the Semiconductor industry and, more importantly, in the AI infrastructure ecosystem. Lam Research Corporation (NASDAQ:LRCX), which is a critical supplier of etching equipment used in the production of semiconductors, saw strengthening tailwinds to their outlook as some key chip manufacturing customers publicly committed to higher capital expenditures to expand capacity."
Lam Research Corporation (NASDAQ:LRCX) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 123 hedge fund portfolios held Lam Research Corporation (NASDAQ:LRCX) at the end of the first quarter, up from 104 in the previous quarter. Lam Research Corporation's (NASDAQ:LRCX) revenue for the March quarter of 2026 was $5.84 billion, representing a 9% sequential increase and a 24% increase compared to Q1 2025. While we acknowledge the potential of Lam Research Corporation (NASDAQ:LRCX) 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.

#lrcx #return

Strategy (NASDAQ: $MSTR) has left its holdings of Bitcoin (CRYPTO: $BTC) unchanged for a second consecutive week as it continues to build-up its cash reserves.
The world's largest corporate owner of Bitcoin raised its cash reserves by $225 million U.S. over the past week after selling some common stock, bolstering its liquidity.
Strategy's U.S. dollar reserves now stand at $3.23 billion U.S. while the company's Bitcoin stack remains steady at 843,775 BTC worth $54.5 billion U.S. at current prices.
More From Cryptoprowl:
Major U.S. Banks Join U.K. Government's Tokenization Taskforce

#Crypto #cryptoprowl

XRP whale deposits to Binance fell to about 947 million tokens over 30 days, the lowest in two months, a drop that normally points to less selling pressure ahead.
Futures are driving XRP's 5% weekly gain, with $1.8 billion in daily futures volume dwarfing $180 million in spot at a ratio of nearly 10 to 1.
A Bitcoin breakout or CLARITY Act passage could pull real spot buyers back and give XRP's futures-driven rally an actual foundation.
Don't wait: the ****** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
XRP (CRYPTO:XRP) whale deposits to Binance just dropped to their lowest level in two months. On its face, that is good news. Big holders move coins onto an exchange when they are getting ready to sell, so fewer deposits should mean less selling ahead.

#deposits #whale #million

Updated July 15, 2026, 9:13 am EDT / Original July 14, 2026, 2:00 am EDT
Conagra Brands’
CAG
+2.70%
just cut its dividend in half. A terrible environment for consumer staples is putting
pressure on plenty of other food stock payouts too
, especially candy and meat companies.
CAG
+2.70%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
If you're planning your own retirement, you probably have a savings goal in mind — and many Americans believe the "magic number" they need to be comfortable is $1.46 million in 2026, according to a Northwestern Mutual survey (1).
But retirement is a spectrum, not a goal post and what constitutes as a comfortable retirement for each person depends on a wide variety of factors.
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
JP Morgan sees gold hitting $6,000/oz before 2027 — and a gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold