5 days ago
Eric Hansotia, CEO, Chair, and President of AGCO, discusses conditions in the agriculture equipment business. Hansotia notes that the agriculture sector faces rising costs, framing the segment around input expenses and their impact on farming and equipment demand. He speaks with Romaine Bostick on "The Close."
#president
#president
8 days ago
It is one of the most frustrating puzzles for market participants — and it is happening right now. Stocks feel sluggish, choppy, and unable to make decisive upside progress. Even more significantly, many market leaders are gyrating in price regularly.
Here's the Invesco QQQ Trust (QQQ) over the past two months. While the market's main fear gauge, the CBOE Volatility Index ($VIX) is tied to the S&P 500 Index ($SPX), QQQ and SPY are more in sync now than ever. So this level of volatility in QQQ should translate to the VIX, at least a little.
How to Play SNPS Stock as Layoffs Hit Synopsys
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Dear Adobe Stock Fans, Mark Your Calendars for September 10
#volatility #trust
Here's the Invesco QQQ Trust (QQQ) over the past two months. While the market's main fear gauge, the CBOE Volatility Index ($VIX) is tied to the S&P 500 Index ($SPX), QQQ and SPY are more in sync now than ever. So this level of volatility in QQQ should translate to the VIX, at least a little.
How to Play SNPS Stock as Layoffs Hit Synopsys
Micron Stock More Than Tripled in 2026. Now Taiwan Strike Threat Could Shake the AI Boom.
Dear Adobe Stock Fans, Mark Your Calendars for September 10
#volatility #trust
10 days ago
On August 21, Kurt Yinger from DA Davidson initiated his coverage of Everus Construction Group Inc. (NYSE:ECG) with a $168 target price and an upside potential of more than 43%, as of September 4 closing. The **** yst **** igned a Buy rating to the stock based on a highly compelling story that revolves around recent accretive acquisitions, expanding profit margins, lucrative project backlog, and strong order bookings. Kurt anticipated the $295 million Epsilon acquisition to bolster the existing forecasts. Let's explore what fuels this bullish narrative around this specialty contractor.
youssef-abdelwahab-qyzo7TDSVQs-unsplash
Everus finalized its $295 million cash acquisition of Epsilon Industries on September 1. Epsilon is an established designer and manufacturer of mechanical and electrical building infrastructure systems. The transaction was financed using a mix of cash on hand and borrowings under the company's existing credit facilities.
The deal expands Everus' prefabrication and modular construction capabilities, enabling it to cater to high-demand sectors through custom fabrication, design-assist and turnkey installation solutions. These sectors include data centers, advanced manufacturing, and healthcare. Epsilon's numerous strategic centers in the U.S. and Canada will contribute to Everus' nationwide distribution network and augment its current geographic presence within priority growth markets.
By integrating Epsilon's workforce and technical expertise, Everus is well-positioned to meet the increased customer demand, penetrate key end-markets and capitalize on favorable industry trends. With this the company will ultimately reinforce its competitive edge and long-term growth trajectory within the construction sector.
#everus
youssef-abdelwahab-qyzo7TDSVQs-unsplash
Everus finalized its $295 million cash acquisition of Epsilon Industries on September 1. Epsilon is an established designer and manufacturer of mechanical and electrical building infrastructure systems. The transaction was financed using a mix of cash on hand and borrowings under the company's existing credit facilities.
The deal expands Everus' prefabrication and modular construction capabilities, enabling it to cater to high-demand sectors through custom fabrication, design-assist and turnkey installation solutions. These sectors include data centers, advanced manufacturing, and healthcare. Epsilon's numerous strategic centers in the U.S. and Canada will contribute to Everus' nationwide distribution network and augment its current geographic presence within priority growth markets.
By integrating Epsilon's workforce and technical expertise, Everus is well-positioned to meet the increased customer demand, penetrate key end-markets and capitalize on favorable industry trends. With this the company will ultimately reinforce its competitive edge and long-term growth trajectory within the construction sector.
#everus
10 days ago
One of the toughest hurdles for retirees is working out how to pay themselves and then spending the money.
For decades, the pressure has been to save. When the time comes to start drawing on those funds, it can be paralyzing.
Personal finance expert Jean Chatzky has a solution: Use an annuity to provide a paycheck.
To annuitize essentially means to convert a lump sum portion of a retirement account into a contract that pays you a fixed monthly amount for a specified period or for the rest of your life.
The trouble is that annuities sold by insurance companies have a bad undertone for many people. They can be difficult to understand and typically come with a variety of fees. It's hard to know what the real cost is and what the penalties are if you need to tap the money for an emergency.
#personal #chatzky #retirees #themselves
For decades, the pressure has been to save. When the time comes to start drawing on those funds, it can be paralyzing.
Personal finance expert Jean Chatzky has a solution: Use an annuity to provide a paycheck.
To annuitize essentially means to convert a lump sum portion of a retirement account into a contract that pays you a fixed monthly amount for a specified period or for the rest of your life.
The trouble is that annuities sold by insurance companies have a bad undertone for many people. They can be difficult to understand and typically come with a variety of fees. It's hard to know what the real cost is and what the penalties are if you need to tap the money for an emergency.
#personal #chatzky #retirees #themselves
19 days ago
A fixed annuity guarantees the dollar amount, not purchasing power. With PCE inflation at 3.7%, a $1,900 check buys meaningfully less each decade.
Social Security's annual COLA, tracking 3.1% for 2027, preserves purchasing power over time in a way fixed private annuities fundamentally cannot.
Retirees can fight inflation erosion by adding a COLA rider, laddering annuity purchases across ages, or keeping part of the portfolio invested outside the contract.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A $1,900 monthly annuity check that lands on the first of every month solves one problem exceptionally well. You cannot outlive it. That is really the case for annuitization in a single sentence, and it is exactly why insurers can market these contracts as guaranteed for life. But here is the catch. That guarantee covers the nominal dollar amount, not what it can buy. A decade later, that same $1,900 is going to buy a smaller basket of groceries, a smaller share of a Medicare supplement premium, and a much smaller slice of any long-term care bill.
#purchasing
Social Security's annual COLA, tracking 3.1% for 2027, preserves purchasing power over time in a way fixed private annuities fundamentally cannot.
Retirees can fight inflation erosion by adding a COLA rider, laddering annuity purchases across ages, or keeping part of the portfolio invested outside the contract.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
A $1,900 monthly annuity check that lands on the first of every month solves one problem exceptionally well. You cannot outlive it. That is really the case for annuitization in a single sentence, and it is exactly why insurers can market these contracts as guaranteed for life. But here is the catch. That guarantee covers the nominal dollar amount, not what it can buy. A decade later, that same $1,900 is going to buy a smaller basket of groceries, a smaller share of a Medicare supplement premium, and a much smaller slice of any long-term care bill.
#purchasing
21 days ago
Spot Bitcoin (CRYPTO: $BTC) exchange-traded funds (ETFs) in the United States recorded their strongest weekly inflows in 10 months last week, as a sharp rally drew investors back into the market.
The US-listed spot Bitcoin ETFs attracted a combined $1.92 billion in net inflows, according to data from SoSoValue. It was the largest weekly haul since early October last year, when the funds attracted $2.71 billion in net weekly inflows.
The funds also recorded their strongest single-day inflow in more than three months on August 20, when investors poured in $606.3 million.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#recorded
The US-listed spot Bitcoin ETFs attracted a combined $1.92 billion in net inflows, according to data from SoSoValue. It was the largest weekly haul since early October last year, when the funds attracted $2.71 billion in net weekly inflows.
The funds also recorded their strongest single-day inflow in more than three months on August 20, when investors poured in $606.3 million.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#recorded
22 days ago
The off-price retailer now projects earnings per share for fiscal 2026 in the range of $8.61 to $8.77, factoring in a $0.60 per share benefit from approximately $253m in IEEPA tariff refunds received during the quarter.
For the period ended 3 August 2026, Ross Stores posted a 13% jump in total sales to $6.3bn, with comparable store sales up 10%, primarily driven by customer traffic.
Net income climbed to $851m from $508m last year, while earnings per share reached $2.66, surpassing previous guidance of $1.85 to $1.93.
Q2 operating profits totalled $1.1bn, including the impact of the tariff refunds, which contributed approximately 405 basis points to the quarter's 610 basis point operating margin increase.
Excluding this one-off benefit, operating margin rose by 205 basis points, outpacing the company's target.
#approximately #refunds #sales
For the period ended 3 August 2026, Ross Stores posted a 13% jump in total sales to $6.3bn, with comparable store sales up 10%, primarily driven by customer traffic.
Net income climbed to $851m from $508m last year, while earnings per share reached $2.66, surpassing previous guidance of $1.85 to $1.93.
Q2 operating profits totalled $1.1bn, including the impact of the tariff refunds, which contributed approximately 405 basis points to the quarter's 610 basis point operating margin increase.
Excluding this one-off benefit, operating margin rose by 205 basis points, outpacing the company's target.
#approximately #refunds #sales
23 days ago
Christina Polychroni, Chief Human Resources Officer of The Chefs' Warehouse, Inc.(NASDAQ:CHEF), sold 2,752 shares of common stock on Aug. 14, 2026, according to a recent SEC Form 4 filing.
The Chefs' Warehouse, Inc. focuses on supplying high-end and gourmet food products across both the United States and Canada. The company maintains an extensive catalog featuring more than 50,000 stock-keeping units, including specialty items such as artisanal charcuterie and premium cheeses.
Sector: Consumer Defensive
Industry: Food Distribution
Employees: 5,156
#resources #officer
The Chefs' Warehouse, Inc. focuses on supplying high-end and gourmet food products across both the United States and Canada. The company maintains an extensive catalog featuring more than 50,000 stock-keeping units, including specialty items such as artisanal charcuterie and premium cheeses.
Sector: Consumer Defensive
Industry: Food Distribution
Employees: 5,156
#resources #officer
26 days ago
Without $600,000 already saved, maxing the $35,750 super catch-up still leaves you short of $1.1 million in five years.
Claiming Social Security at 62 permanently cuts your benefit by up to 30%, making a 401(k) income bridge to age 67 a high-value strategy.
A single dollar over the $109,000 IRMAA threshold at age 63 triggers a full Medicare surcharge two years later, making income timing critical.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Can I retire in five years with $1.1 million in a 401(k) and a paid-off $475,000 home? The honest answer: it depends entirely on where you are starting from.
#million #five
Claiming Social Security at 62 permanently cuts your benefit by up to 30%, making a 401(k) income bridge to age 67 a high-value strategy.
A single dollar over the $109,000 IRMAA threshold at age 63 triggers a full Medicare surcharge two years later, making income timing critical.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
Can I retire in five years with $1.1 million in a 401(k) and a paid-off $475,000 home? The honest answer: it depends entirely on where you are starting from.
#million #five
29 days ago
Drake picked streamer Pinkchyu out of 20 women on a Kick speed-dating stream Aug. 8, hosted for Stake's ninth anniversary, and told her she could have anything she wanted. Pinkchyu, real name Lin Lamar, asked whether he'd buy her mother a house so her mom could retire. "Oh yeah, I'd love to," he said.
Days later, Lamar told TMZ the offer was real: she picks a listing and he'll cover the payment. Her OnlyFans earnings have climbed since.
Two things decide who owes the IRS on a house like that — whether it's a gift or a prize, and where the person paying lives.
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
#days
Days later, Lamar told TMZ the offer was real: she picks a listing and he'll cover the payment. Her OnlyFans earnings have climbed since.
Two things decide who owes the IRS on a house like that — whether it's a gift or a prize, and where the person paying lives.
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
#days
1 month ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) 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.
#NASDAQ #fund #letter
In its second-quarter 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On August 7, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.14 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was 0.42% and its shares lost 39.15% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $308.71 billion.
Sands Capital Technology Innovators Fund stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q2 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX) remains a uniquely scaled premium video platform, with meaningful advertising potential and subscription pricing power. However, we believe AI enabled short-form video could become an increasingly strong competitor for consumer engagement over time, creating greater uncertainty around Netflix's terminal value."
Netflix, Inc. (NASDAQ:NFLX) ranks 13 on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) 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.
#NASDAQ #fund #letter
1 month 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.
Management attributes performance to the 'post-Mythos' threat landscape, where AI has collapsed exploit timelines to hours, necessitating a shift from detection to autonomous remediation.
The Enterprise TruRisk Management (ETM) solution is positioned as a vendor-neutral 'agentic AI fabric' designed to move beyond theoretical risk scores to validated, dollar-quantified risk reduction.
Operational success is increasingly driven by the partner ecosystem, with channel-led revenue growing 22% and now representing 54% of total revenue.
The 'Risk Operations Center' (ROC) framework is gaining traction as customers seek to replace manual, siloed processes with a closed-loop system of detection, validation, and patching.
#risk #NVIDIA #mythos #operational
Management attributes performance to the 'post-Mythos' threat landscape, where AI has collapsed exploit timelines to hours, necessitating a shift from detection to autonomous remediation.
The Enterprise TruRisk Management (ETM) solution is positioned as a vendor-neutral 'agentic AI fabric' designed to move beyond theoretical risk scores to validated, dollar-quantified risk reduction.
Operational success is increasingly driven by the partner ecosystem, with channel-led revenue growing 22% and now representing 54% of total revenue.
The 'Risk Operations Center' (ROC) framework is gaining traction as customers seek to replace manual, siloed processes with a closed-loop system of detection, validation, and patching.
#risk #NVIDIA #mythos #operational
1 month ago
ConocoPhillips (COP), headquartered in Houston, Texas, explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas (LNG), and natural gas liquids. With a market cap of $145.2 billion, the company focuses entirely on finding and extracting these resources worldwide, processing them into energy products, and supplying them to refineries and industrial customers across global markets.
Shares of this oil giant have outperformed the broader market over the past year. COP has gained 26.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 21.8%. In 2026, COP stock is up 25.7%, surpassing the SPX's 11% rise on a YTD basis.
Nat-Gas Prices Gain on Higher US LNG Exports
Mizuho Says Bloom Energy Stock Is a 'Buy.' Here's Why, and Whether You Should Snap Up BE Here.
July's Top Commodity Performers and Underperformers
#market
Shares of this oil giant have outperformed the broader market over the past year. COP has gained 26.7% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 21.8%. In 2026, COP stock is up 25.7%, surpassing the SPX's 11% rise on a YTD basis.
Nat-Gas Prices Gain on Higher US LNG Exports
Mizuho Says Bloom Energy Stock Is a 'Buy.' Here's Why, and Whether You Should Snap Up BE Here.
July's Top Commodity Performers and Underperformers
#market
1 month ago
Microsoft (NASDAQ:MSFT) primarily generates revenue by licensing software, selling computing devices, and providing cloud infrastructure services to businesses and individuals.
It recently expanded data center agreements with several partners, and it reported a 40% net income margin for the quarter ended June 30, 2026.
Apple (NASDAQ:AAPL) earns most of its money by conceptualizing and selling consumer electronic devices, alongside an array of subscription services.
It faced regulatory actions in the European Union regarding its digital storefront, while reporting a 27% net income margin for the quarter ended June 27, 2026.
Revenue gives investors a top-level view of how much money a business brings in before expenses are deducted. Tracking this figure helps investors understand the total scale and top-line growth trajectory of a company.
#june #Services
It recently expanded data center agreements with several partners, and it reported a 40% net income margin for the quarter ended June 30, 2026.
Apple (NASDAQ:AAPL) earns most of its money by conceptualizing and selling consumer electronic devices, alongside an array of subscription services.
It faced regulatory actions in the European Union regarding its digital storefront, while reporting a 27% net income margin for the quarter ended June 27, 2026.
Revenue gives investors a top-level view of how much money a business brings in before expenses are deducted. Tracking this figure helps investors understand the total scale and top-line growth trajectory of a company.
#june #Services
2 months ago
By Wen-Yee Lee
TAIPEI, July 29 (Reuters) - Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday its board approved an expansion plan, including additional cleanroom capacity at its Singapore facility and a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand.
• "The plan will be executed in phases, enabling UMC to remain focused on capital discipline while flexibly deploying capacity to fulfil customer demand," said CEO Jason ***** in an earnings statement.
• "As a result, 2026 capital expenditure budget will be revised upward to US$2 billion."
• The company said on an online earnings conference call its board approved a capital expenditure budget of around $5 billion for 2026 and 2027.
#capital #board #demand
TAIPEI, July 29 (Reuters) - Taiwanese chipmaker United Microelectronics Corp (UMC) said on Wednesday its board approved an expansion plan, including additional cleanroom capacity at its Singapore facility and a new fab building at its flagship Tainan campus in Taiwan, to meet growing AI-driven demand.
• "The plan will be executed in phases, enabling UMC to remain focused on capital discipline while flexibly deploying capacity to fulfil customer demand," said CEO Jason ***** in an earnings statement.
• "As a result, 2026 capital expenditure budget will be revised upward to US$2 billion."
• The company said on an online earnings conference call its board approved a capital expenditure budget of around $5 billion for 2026 and 2027.
#capital #board #demand
2 months ago
WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of AI resulted in exceptional growth for related companies, ranging from chip producers to companies constructing data centres. The fund outperformed the MSCI ACWI benchmark due to its diversified exposure beyond headline AI firms, with semiconductor and equipment suppliers being major contributors. At the same time, software and IT services faced investor skepticism due to fears of automation despite long-term potential. The firm is confident in the innovation frontiers to capture long-term growth opportunities in automation, semiconductors, and advanced technologies. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.
#fund #amati #global
In its Q2 2026 investor letter, WS Amati Global Innovation Fund highlighted Globant S.A. (NYSE:GLOB). Globant S.A. (NYSE:GLOB), a technology services company that provides digital transformation, AI, and software development solutions, detracted from the Fund's performance during the quarter. On July 24, 2026, Globant S.A. (NYSE:GLOB) closed at $31.30 per share, reflecting a market capitalization of $1.35 billion. Globant S.A. (NYSE:GLOB) posted a one-month return of 9.72%, while its shares lost 64.62% over the past 52 weeks.
WS Amati Global Innovation Fund stated the following regarding Globant S.A. (NYSE:GLOB) in its Q2 2026 investor update:
"Although both companies weighed on performance, the largest single detractor was Globant S.A. (NYSE:GLOB), the US listed IT services and digital engineering business. It too was a casualty of the excessive extrapolation we believe investors are currently making and we have been gently adding on weakness to all three names."
Globant S.A. (NYSE:GLOB) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 25 hedge fund portfolios held Globant S.A. (NYSE:GLOB) at the end of the first quarter, compared to 33 in the previous quarter. While we acknowledge the potential of Globant S.A. (NYSE:GLOB) 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.
#fund #amati #global
2 months ago
This story was originally published on Trucking Dive. To receive daily news and insights, subscribe to our free daily Trucking Dive newsletter.
Ryder System is seeing more opportunities surface for its dedicated transportation solutions segment as capacity continues to exit the market, executives shared during the company's Q2 earnings call held July 23.
Operating revenue for the segment fell 3% year over year in Q2, but Ryder expects its fleet count to turn positive in Q4 or early 2027 as sales activity strengthens.
"Our pipelines are at record levels for us right now," CEO John Diez said during the call. "We've seen a number of opportunities come back where customers have been running their transportation with for-hire carriers, and they're looking for dedicated capacity and coming back to us."
Ryder's dedicated transportation solutions business — which provides customers with dedicated fleets, drivers and transportation services under longer-term contracts — is seeing demand improve although the recovery has yet to translate into fleet growth.
#dedicated #Transportation
Ryder System is seeing more opportunities surface for its dedicated transportation solutions segment as capacity continues to exit the market, executives shared during the company's Q2 earnings call held July 23.
Operating revenue for the segment fell 3% year over year in Q2, but Ryder expects its fleet count to turn positive in Q4 or early 2027 as sales activity strengthens.
"Our pipelines are at record levels for us right now," CEO John Diez said during the call. "We've seen a number of opportunities come back where customers have been running their transportation with for-hire carriers, and they're looking for dedicated capacity and coming back to us."
Ryder's dedicated transportation solutions business — which provides customers with dedicated fleets, drivers and transportation services under longer-term contracts — is seeing demand improve although the recovery has yet to translate into fleet growth.
#dedicated #Transportation
2 months ago
With a market cap of $35.9 billion, Kimberly-Clark Corporation (KMB) is a global consumer goods company whose trusted brands improve the lives of people in more than 175 countries and territories. With a purpose of delivering "Better Care for a Better World," the company combines market-leading products with a strong commitment to sustainability, community well-being, and long-term business growth.
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
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Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.
#long
The Dallas, Texas-based company is expected to announce its fiscal Q2 2026 results before the market opens on Tuesday, Aug. 4. Ahead of this event, ***** ysts predict KMB to report an EPS of $2, up 4.2% from $1.92 in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the 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.
#long
2 months ago
New York-based Warner Bros. Discovery, Inc. (WBD) operates as a media and entertainment company worldwide. With a market cap of $67.4 billion, the company offers a complete portfolio of content, brands, and franchises across television, film, streaming, and gaming. The leading global media and entertainment company is expected to announce its fiscal second-quarter earnings for 2026 in the near term.
Ahead of the event, ****** ysts expect WBD to report a loss of $0.12 per share on a diluted basis, down 119.1% from a profit of $0.63 per share in the year-ago quarter. The company missed the consensus estimates in three of the last four quarters while beating the forecast on another occasion.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
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The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#ahead #Intel #Media #quarter
Ahead of the event, ****** ysts expect WBD to report a loss of $0.12 per share on a diluted basis, down 119.1% from a profit of $0.63 per share in the year-ago quarter. The company missed the consensus estimates in three of the last four quarters while beating the forecast on another occasion.
Huge, Unusual Intel Options Volume Today Ahead of Earnings This Week
Intel Stock Is Down, But Put Premiums are High - Put Short Sellers Love the High Yields
The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars
#ahead #Intel #Media #quarter
2 months ago
Harris Oakmark recently released its second-quarter 2026 investor letter for the "Oakmark Global Fund". A copy of the letter can be downloaded here. It is a non-diversified fund that focuses on long-term capital appreciation by investing in common stocks of U.S. and non-U.S. companies. In the second quarter, the fund (Investor Class) delivered a return of 7.89%, lagging the benchmark, the MSCI World Index's 13.76% return. Energy and industrials were the top performance contributors at the sector level, while health care and consumer discretionary detracted from performance. AI remains a key market theme. The firm focuses on evaluating companies based on their competitive advantages, long-term cash flow potential, and valuation, not predictions. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Oakmark Global Fund highlighted AstraZeneca PLC (NYSE:AZN) as a newly added position. AstraZeneca PLC (NYSE:AZN) is a leading multinational biopharmaceutical company focusing on the development and discovery of prescription medicines. On July 15, 2026, AstraZeneca PLC (NYSE:AZN) closed at $168.37 per share, reflecting a market capitalization of $261.12 billion. AstraZeneca PLC (NYSE:AZN) posted a one-month return of -3.75%, while its shares gained 18.55% over the past 52 weeks.
Oakmark Global Fund stated the following regarding AstraZeneca PLC (NYSE:AZN) in its Q2 2026 investor update:
"AstraZeneca PLC (NYSE:AZN) is one of the largest pharmaceutical companies in the world. It researches, develops and commercializes prescription medicines designed to treat lung and breast cancers, cardiorenal diseases, respiratory problems and other rare diseases. We believe AstraZeneca's robust on-market portfolio and sector-leading late-stage pipeline provide an attractive growth profile. Moreover, we believe the company can build on its long track record of a productive research and development program, thanks to its innovative culture and exceptional management team. In our view, CEO Pascal Soriot is one of the industry's best executives, and he has cultivated a deep bench of talent, a robust decision-making framework and a differentiated R&D culture that should drive strong growth for years to come, in our view. Recent concerns over United States regulations have overshadowed AstraZeneca's merits and weighed on the broader pharmaceutical industry. This opened a window for us to purchase shares of this company at a price well below our estimate of its intrinsic value."
In its Q2 2026 investor letter, Oakmark Global Fund highlighted AstraZeneca PLC (NYSE:AZN) as a newly added position. AstraZeneca PLC (NYSE:AZN) is a leading multinational biopharmaceutical company focusing on the development and discovery of prescription medicines. On July 15, 2026, AstraZeneca PLC (NYSE:AZN) closed at $168.37 per share, reflecting a market capitalization of $261.12 billion. AstraZeneca PLC (NYSE:AZN) posted a one-month return of -3.75%, while its shares gained 18.55% over the past 52 weeks.
Oakmark Global Fund stated the following regarding AstraZeneca PLC (NYSE:AZN) in its Q2 2026 investor update:
"AstraZeneca PLC (NYSE:AZN) is one of the largest pharmaceutical companies in the world. It researches, develops and commercializes prescription medicines designed to treat lung and breast cancers, cardiorenal diseases, respiratory problems and other rare diseases. We believe AstraZeneca's robust on-market portfolio and sector-leading late-stage pipeline provide an attractive growth profile. Moreover, we believe the company can build on its long track record of a productive research and development program, thanks to its innovative culture and exceptional management team. In our view, CEO Pascal Soriot is one of the industry's best executives, and he has cultivated a deep bench of talent, a robust decision-making framework and a differentiated R&D culture that should drive strong growth for years to come, in our view. Recent concerns over United States regulations have overshadowed AstraZeneca's merits and weighed on the broader pharmaceutical industry. This opened a window for us to purchase shares of this company at a price well below our estimate of its intrinsic value."
2 months ago
The traditional peak season for homebuying and selling is winding down after another underwhelming showing.
For the fourth straight year, high home prices and elevated mortgage rates appear to have sidelined many buyers this spring, even though slightly lower mortgage rates, solid wage growth, and higher inventory of for-sale homes improved their buying power.
Home sales so far this year are up less than 1 percentage point from 2025 levels, according to National ****** ociation of Realtors data, a particularly meager improvement considering that sales last year tied for a three-decade low.
Read more: Want to buy a house before the end of 2026? Follow these crucial steps.
Mortgage rates are likely to blame. A brief dip below 6% in late February was quickly undone when the US attacked Iran and oil prices and inflation spiked. Rates spent most of the spring around 6.5%, a number that, while lower than last year's 6.7% to 6.8% average, discouraged buyers and sellers alike.
For the fourth straight year, high home prices and elevated mortgage rates appear to have sidelined many buyers this spring, even though slightly lower mortgage rates, solid wage growth, and higher inventory of for-sale homes improved their buying power.
Home sales so far this year are up less than 1 percentage point from 2025 levels, according to National ****** ociation of Realtors data, a particularly meager improvement considering that sales last year tied for a three-decade low.
Read more: Want to buy a house before the end of 2026? Follow these crucial steps.
Mortgage rates are likely to blame. A brief dip below 6% in late February was quickly undone when the US attacked Iran and oil prices and inflation spiked. Rates spent most of the spring around 6.5%, a number that, while lower than last year's 6.7% to 6.8% average, discouraged buyers and sellers alike.
