2 days ago
Chalk up another in the seemingly endless string of artificial-intelligence chip deals. Qualcomm
QCOM
+0.27%
has signed up Amazon.com
AMZN
-0.20%
as a customer for its processors, but the size and structure of the deal shows it’s still far from being a major threat to Nvidia
NVDA
-2.26%
.
QCOM
+0.27%
AMZN
#endless
QCOM
+0.27%
has signed up Amazon.com
AMZN
-0.20%
as a customer for its processors, but the size and structure of the deal shows it’s still far from being a major threat to Nvidia
NVDA
-2.26%
.
QCOM
+0.27%
AMZN
#endless
9 days ago
Cramer called CVX a steal above $200 after Chevron's downstream earnings surged from $737 million to $4.87 billion year over year.
Chevron's P/E of 34 runs richer than Exxon's 23, while ConocoPhillips offers more crude upside, up 49% year to date.
A 20-year Microsoft power deal and Hess synergies running 50% above target give Chevron cash flows insulated from crude swings.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Jim Cramer opened Squawk on the Street on the first trading day of September with a market backdrop he described in blunt terms. Two ships had been fired on in the Strait of Hormuz, Treasury yields were pushing higher across the curve, and diesel prices were climbing amid a supply picture already strained by Ukrainian strikes on Russian refining capacity and U.S. refiners operating near full utilization. Cramer called the combination "unholy" and said the AI trade had gone nowhere for about a year. Then he offered a single actionable idea.
#above
Chevron's P/E of 34 runs richer than Exxon's 23, while ConocoPhillips offers more crude upside, up 49% year to date.
A 20-year Microsoft power deal and Hess synergies running 50% above target give Chevron cash flows insulated from crude swings.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Jim Cramer opened Squawk on the Street on the first trading day of September with a market backdrop he described in blunt terms. Two ships had been fired on in the Strait of Hormuz, Treasury yields were pushing higher across the curve, and diesel prices were climbing amid a supply picture already strained by Ukrainian strikes on Russian refining capacity and U.S. refiners operating near full utilization. Cramer called the combination "unholy" and said the AI trade had gone nowhere for about a year. Then he offered a single actionable idea.
#above
11 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Social Security was designed to keep older Americans from falling into poverty. Yet the largest share of benefits reported on federal tax returns is going to people with six-figure incomes.
IRS data (1) for 2023 shows that 37% of the Social Security benefits reported on individual income tax returns appeared on returns with adjusted gross income of at least $100,000. That was the biggest share of any income group.
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#returns #security #benefits
Social Security was designed to keep older Americans from falling into poverty. Yet the largest share of benefits reported on federal tax returns is going to people with six-figure incomes.
IRS data (1) for 2023 shows that 37% of the Social Security benefits reported on individual income tax returns appeared on returns with adjusted gross income of at least $100,000. That was the biggest share of any income group.
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#returns #security #benefits
13 days ago
Interested in Rubrik, Inc.? Here are five stocks we like better.
Rubrik shares pulled back after a sell-the-news reaction to strong Q2 results, following a rally of more than 150% since April lows.
Revenue rose 38% to $427.6 million with subscription ARR up 35%, and adjusted earnings per share of 20 cents beat expectations by 16 cents.
Analysts remain bullish with a Moderate Buy rating and rising price targets, though a valuation above 200 times earnings poses a significant downside risk.
Rubrik's (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows.
#pulled #following #lows #cents
Rubrik shares pulled back after a sell-the-news reaction to strong Q2 results, following a rally of more than 150% since April lows.
Revenue rose 38% to $427.6 million with subscription ARR up 35%, and adjusted earnings per share of 20 cents beat expectations by 16 cents.
Analysts remain bullish with a Moderate Buy rating and rising price targets, though a valuation above 200 times earnings poses a significant downside risk.
Rubrik's (NYSE: RBRK) stock price pulled back following its Q2 release in classic sell-the-news fashion. The earnings strength was clearly expected, as the stock had rallied about 45% over the preceding four weeks and more than 150% since its April lows.
#pulled #following #lows #cents
16 days ago
By
Updated Aug. 26, 2026 6:37 pm ET
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(2 min)
New York City Mayor Zohran Mamdani is expected to unveil on Thursday a new business advisory council with 15 CEOs and other executives. The council represents a chance to reset his relationship with the capitalist class after a rocky start to the year.
#listen #city #zohran
Updated Aug. 26, 2026 6:37 pm ET
Listen
(2 min)
New York City Mayor Zohran Mamdani is expected to unveil on Thursday a new business advisory council with 15 CEOs and other executives. The council represents a chance to reset his relationship with the capitalist class after a rocky start to the year.
#listen #city #zohran
19 days ago
Vernon Hills, Illinois-based CDW Corporation (CDW) provides information technology (IT) solutions in the United States and internationally. The company has a market cap of $17.2 billion and operates through three segments: Commercial, Government, and Education, and offers discrete hardware and software products and services, as well as integrated IT solutions, including on-premises and cloud capabilities across hybrid infrastructure, digital experience, and security.
CDW stock has lagged behind the broader market over the past year, falling 16.4% compared to the S&P 500 Index's ($SPX) 20.5% surge. Moreover, in 2026, the stock has grown marginally, underperforming the SPX's 12.1% rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#solutions #vernon
CDW stock has lagged behind the broader market over the past year, falling 16.4% compared to the S&P 500 Index's ($SPX) 20.5% surge. Moreover, in 2026, the stock has grown marginally, underperforming the SPX's 12.1% rise.
Soros Fund Management Opened a New Position in Nebius During Q2. What This Means for NBIS Stock.
Nvidia Earnings, Jackson Hole and Other Key Things to Watch this Week
Ahead of Nvidia Earnings, Here's What Barchart Data Says Comes Next for NVDA Stock
#solutions #vernon
19 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The Donald Trump administration's aggressive expansion of a Treasury bond buyback program has effectively neutralized the Federal Reserve's ability to combat inflation, leaving Chair Kevin Warsh sidelined while inflation-sensitive ******* ets surge.
Economist Peter Schiff is sounding the alarm following the Treasury Department's abrupt announcement on Wednesday. The administration decided to double its liquidity-support buybacks for long-dated bonds, escalating from $2 billion to $4 billion per operation. While the move initially sent the 30-year yield down to 5.19%, it quickly reversed course, climbing as high as 5.27% by Thursday.
Don't Miss:
A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why
#finance
The Donald Trump administration's aggressive expansion of a Treasury bond buyback program has effectively neutralized the Federal Reserve's ability to combat inflation, leaving Chair Kevin Warsh sidelined while inflation-sensitive ******* ets surge.
Economist Peter Schiff is sounding the alarm following the Treasury Department's abrupt announcement on Wednesday. The administration decided to double its liquidity-support buybacks for long-dated bonds, escalating from $2 billion to $4 billion per operation. While the move initially sent the 30-year yield down to 5.19%, it quickly reversed course, climbing as high as 5.27% by Thursday.
Don't Miss:
A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why
#finance
20 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Being in the seven-figure club is considered essential for a comfortable retirement by many Americans. That's according to Northwestern Mutual's 2026 Planning & Progress Study (1), which found that the average magic number for most people is $1.46 million.
But in reality, seniors across the country are entering retirement with ****** ets that fall far, far below that target.
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #below #Retirement #wealth
Being in the seven-figure club is considered essential for a comfortable retirement by many Americans. That's according to Northwestern Mutual's 2026 Planning & Progress Study (1), which found that the average magic number for most people is $1.46 million.
But in reality, seniors across the country are entering retirement with ****** ets that fall far, far below that target.
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 sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #below #Retirement #wealth
20 days ago
Assets held by India's family offices are projected to grow 1.5 times over the next three years, from approximately INR700bn ($7.1bn) in 2024, according to research by Julius Baer and EY.
The report links this growth to a larger pool of wealth, more advanced investment approaches and the rising role of family offices as providers of long-term capital.
It notes that India currently has more than 19,000 ultra-high-net-worth individuals (UHNWIs), a figure projected to cross 25,000 by 2031.
Over the next decade, intergenerational wealth transfers valued at roughly $1.3tn-$1.5tn are also expected, adding to the need for stronger governance structures, succession arrangements and more institutional operating models.
Alongside the rise in **** ets, investment patterns are also changing.
#offices
The report links this growth to a larger pool of wealth, more advanced investment approaches and the rising role of family offices as providers of long-term capital.
It notes that India currently has more than 19,000 ultra-high-net-worth individuals (UHNWIs), a figure projected to cross 25,000 by 2031.
Over the next decade, intergenerational wealth transfers valued at roughly $1.3tn-$1.5tn are also expected, adding to the need for stronger governance structures, succession arrangements and more institutional operating models.
Alongside the rise in **** ets, investment patterns are also changing.
#offices
20 days ago
NVDA posts 85% revenue growth at a forward PEG of just 0.605, supporting a $270.26 price target and a high-conviction BUY recommendation.
AVGO typically trades at a richer forward multiple than NVDA's 25x despite being a supplier, making NVDA's valuation look conservative against its own peer group.
Even the bear case projects an 8.2% gain, backed by 75% gross margins and $49 billion in quarterly free cash flow.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
NVIDIA (NASDAQ:NVDA) trades at $215.17 as of Friday afternoon. After running the numbers, the stock looks reasonably priced relative to its growth.
#nvda #free #forward #trades
AVGO typically trades at a richer forward multiple than NVDA's 25x despite being a supplier, making NVDA's valuation look conservative against its own peer group.
Even the bear case projects an 8.2% gain, backed by 75% gross margins and $49 billion in quarterly free cash flow.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
NVIDIA (NASDAQ:NVDA) trades at $215.17 as of Friday afternoon. After running the numbers, the stock looks reasonably priced relative to its growth.
#nvda #free #forward #trades
23 days ago
New York-based The Travelers Companies, Inc. (TRV) is a leading provider of commercial and personal property, and property casualty insurance for auto, home and business. Valued at $76.7 billion by market cap, the company's diverse business lines offer its global customers a wide range of coverage sold primarily through independent agents and brokers.
Shares of this insurance giant have outperformed the broader market over the past year. TRV has gained 38.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. In 2026, TRV stock is up 26.9%, surpassing the SPX's 12.4% rise on a YTD basis.
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QQQ Just 'Gamma Flipped' as Market Makers Were Forced to Sell. Here's What Our Top Chart Expert is Tracking Next.
#market #House #property
Shares of this insurance giant have outperformed the broader market over the past year. TRV has gained 38.9% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 19.3%. In 2026, TRV stock is up 26.9%, 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.
#market #House #property
29 days ago
By Hannah Lang
Aug 13 (Reuters) - The U.S. Securities and Exchange Commission on Thursday abruptly canceled a meeting scheduled for Friday on whether the agency should propose new crypto-related rules.
In a statement, an SEC spokesperson said the meeting would be moved "due to an unforeseen scheduling issue."
The agency was set to vote on proposing highly anticipated exemptions that would allow crypto startups to raise capital without having to comply with traditional securities offering rules.
The delay comes after the Senate left Washington on Saturday for a five-week recess without voting on the industry's top legislative priority, the Clarity Act, suggesting the bill's chances of passage have dimmed. The bill, if passed, would create new federal rules tailored to cryptocurrencies, and would put companies on a more sound legal footing, lobbyists say.
#reuters
Aug 13 (Reuters) - The U.S. Securities and Exchange Commission on Thursday abruptly canceled a meeting scheduled for Friday on whether the agency should propose new crypto-related rules.
In a statement, an SEC spokesperson said the meeting would be moved "due to an unforeseen scheduling issue."
The agency was set to vote on proposing highly anticipated exemptions that would allow crypto startups to raise capital without having to comply with traditional securities offering rules.
The delay comes after the Senate left Washington on Saturday for a five-week recess without voting on the industry's top legislative priority, the Clarity Act, suggesting the bill's chances of passage have dimmed. The bill, if passed, would create new federal rules tailored to cryptocurrencies, and would put companies on a more sound legal footing, lobbyists say.
#reuters
1 month ago
The dollar index (DXY00) is down by -0.06% today. The dollar is under pressure today as hopes for a deal to reopen the Strait of Hormuz have boosted stocks and knocked crude oil prices sharply lower. The slide in crude oil prices lowers inflation expectations and could prompt the Fed to loosen monetary policy, a negative factor for the dollar. Today's weaker-than-expected US economic reports on June JOLTS job openings and June factory orders are also weighing on the dollar.
The US June trade deficit was -$73.3 billion, slightly larger than expectations of -$73.0 billion.
Dollar Recovers on Strong ISM Manufacturing Index
Dollar Pressured by Strong Stocks and Easing Geopolitical Risks
July's Top Commodity Performers and Underperformers
#today
The US June trade deficit was -$73.3 billion, slightly larger than expectations of -$73.0 billion.
Dollar Recovers on Strong ISM Manufacturing Index
Dollar Pressured by Strong Stocks and Easing Geopolitical Risks
July's Top Commodity Performers and Underperformers
#today
1 month ago
A group of bondholders have warned Aston Martin they may begin legal proceedings over its £550m financing arrangement with HPS Investment Partners, the Financial Times (FT) reported.
The British carmaker confirmed last month that it had agreed the funding package with BlackRock-owned private credit firm HPS.
The deal includes a £450m term loan and a separate £100m facility available for later drawdown.
The financing has been challenged by a group of existing creditors owed £1.3bn ($1.74bn), who say the structure places ******* ets beyond their reach and breaches conditions linked to Aston Martin's current debt.
According to the report, the bondholders have sent a "letter before action" to Aston Martin's board, warning that legal proceedings may follow.
#aston
The British carmaker confirmed last month that it had agreed the funding package with BlackRock-owned private credit firm HPS.
The deal includes a £450m term loan and a separate £100m facility available for later drawdown.
The financing has been challenged by a group of existing creditors owed £1.3bn ($1.74bn), who say the structure places ******* ets beyond their reach and breaches conditions linked to Aston Martin's current debt.
According to the report, the bondholders have sent a "letter before action" to Aston Martin's board, warning that legal proceedings may follow.
#aston
1 month ago
By Gianluca Lo Nostro
July 30 (Reuters) - French digital payments group Worldline lowered its 2026 revenue growth expectations on Thursday, saying a recovery in new business had taken longer than expected as banks delayed awarding contracts following the company's recent setbacks.
Worldline now expects flat to marginally positive revenue growth in 2026, compared with its previous forecast for low single-digit growth.
Second-quarter revenue was flat year-on-year after seven consecutive quarters of contraction.
Chief Executive Pierre-Antoine Vacheron said the recovery in commercial activity and revenue recognition had been slower than anticipated because some banking clients took longer to commit to new business with the company.
#revenue #worldline #recovery
July 30 (Reuters) - French digital payments group Worldline lowered its 2026 revenue growth expectations on Thursday, saying a recovery in new business had taken longer than expected as banks delayed awarding contracts following the company's recent setbacks.
Worldline now expects flat to marginally positive revenue growth in 2026, compared with its previous forecast for low single-digit growth.
Second-quarter revenue was flat year-on-year after seven consecutive quarters of contraction.
Chief Executive Pierre-Antoine Vacheron said the recovery in commercial activity and revenue recognition had been slower than anticipated because some banking clients took longer to commit to new business with the company.
#revenue #worldline #recovery
1 month ago
Cryptocurrency exchange Binance is now offering gold (TVC: $GOLD) and silver (TVC: $SILVER) options trading on its platform.
Privately held Binance, which is the world's biggest crypto exchange by volume, has launched options trading for the leading precious metals.
In a news release, Binance said it decided to offer gold and silver options trading after seeing strong demand for perpetual futures related to the metals.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#metals #privately
Privately held Binance, which is the world's biggest crypto exchange by volume, has launched options trading for the leading precious metals.
In a news release, Binance said it decided to offer gold and silver options trading after seeing strong demand for perpetual futures related to the metals.
More From Cryptoprowl:
TokenInsight Q2 2026 Report: TradFi Momentum Lifts MEXC to No. 2 in Commodity Perpetuals
#metals #privately
2 months ago
By Nate Raymond
July 28 (Reuters) - EBay and three former top executives have agreed to pay $55.7 million to resolve a lawsuit by a Massachusetts couple who fell victim to a bizarre stalking and harassment campaign carried out by several of its employees in retaliation for their coverage of the e-commerce company in a newsletter they publish.
David and Ina Steiner announced the settlement late on Monday, bringing an end to a case they filed in 2021 in Boston federal court after several former eBay employees were prosecuted for targeting them in a cyber-stalking campaign that involved sending the couple ****** roaches, fly larvae and a ****** Halloween pig mask.
As part of the settlement, eBay agreed to pay $46.15 million to the couple; fund $6 million in charitable contributions to nonprofit organizations; and issue a "strongly-worded" statement about the conduct of three of its top former executives.
"We believe this resolution sends a clear message that corporations and their executives cannot engage in this type of misconduct without facing significant consequences," Christopher Murphy, the Steiners' attorney, said in a statement.
#couple
July 28 (Reuters) - EBay and three former top executives have agreed to pay $55.7 million to resolve a lawsuit by a Massachusetts couple who fell victim to a bizarre stalking and harassment campaign carried out by several of its employees in retaliation for their coverage of the e-commerce company in a newsletter they publish.
David and Ina Steiner announced the settlement late on Monday, bringing an end to a case they filed in 2021 in Boston federal court after several former eBay employees were prosecuted for targeting them in a cyber-stalking campaign that involved sending the couple ****** roaches, fly larvae and a ****** Halloween pig mask.
As part of the settlement, eBay agreed to pay $46.15 million to the couple; fund $6 million in charitable contributions to nonprofit organizations; and issue a "strongly-worded" statement about the conduct of three of its top former executives.
"We believe this resolution sends a clear message that corporations and their executives cannot engage in this type of misconduct without facing significant consequences," Christopher Murphy, the Steiners' attorney, said in a statement.
#couple
2 months ago
Moon Capital Management, LLC, an investment management company, released its second quarter 2025 investor letter. A copy of the letter can be downloaded here. The S&P 500 index rebounded in the second quarter, achieving a 9.6% return for the first half of the year, while Moon Capital Management's equity portfolio gained 4%. AI-related stocks led market performance, mitigating geopolitical concerns. Moon Capital holds 10% of its portfolio in technology, significantly less than the S&P 500's 39%. The firm remains cautious about large AI investments and their potential return on investment. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Moon Capital Management highlighted Zoetis Inc. (NYSE:ZTS) as a newly added position. Zoetis Inc. (NYSE:ZTS) is an animal health company focused on animal health medications, vaccines, and diagnostic products. On July 22, 2026, Zoetis Inc. (NYSE:ZTS) closed at $74.19 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was -4.66%, and its shares lost 51.45% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.1 billion.
Moon Capital Management stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"We added one new stock to the portfolio last quarter, Zoetis Inc. (NYSE:ZTS). (Our average purchase price was about $73.20/share.) Zoetis is the world's largest pure-play animal health company. We have long viewed Zoetis as one of the highest-quality businesses in healthcare (albeit for mostly four legged patients), and the company has generally been valued accordingly. However, temporary concerns around slower companion animal growth and increased competitive pressures created an opportunity to purchase the company at an attractive price. After trading above 30 times earnings for much of the past decade, Zoetis now has a P/E of less than 11x, a valuation we believe significantly understates the quality, durability, and long-term earnings power of the business.
The animal health industry is attractive as it combines the defensive characteristics of healthcare investing with a more favorable industry structure than traditional pharmaceuticals. In contrast to human healthcare, a significant portion of animal health spending is paid directly by owners, which reduces reimbursement pressure. The industry also benefits from lower research and development costs, shorter development timelines, and strong relationships with veterinarians. These relationships, combined with regulatory barriers and specialized technical expertise, create meaningful switching costs and contribute to long product lifecycles..." (Click here to read the full text)
#capital
In its Q2 2026 investor letter, Moon Capital Management highlighted Zoetis Inc. (NYSE:ZTS) as a newly added position. Zoetis Inc. (NYSE:ZTS) is an animal health company focused on animal health medications, vaccines, and diagnostic products. On July 22, 2026, Zoetis Inc. (NYSE:ZTS) closed at $74.19 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was -4.66%, and its shares lost 51.45% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of $31.1 billion.
Moon Capital Management stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"We added one new stock to the portfolio last quarter, Zoetis Inc. (NYSE:ZTS). (Our average purchase price was about $73.20/share.) Zoetis is the world's largest pure-play animal health company. We have long viewed Zoetis as one of the highest-quality businesses in healthcare (albeit for mostly four legged patients), and the company has generally been valued accordingly. However, temporary concerns around slower companion animal growth and increased competitive pressures created an opportunity to purchase the company at an attractive price. After trading above 30 times earnings for much of the past decade, Zoetis now has a P/E of less than 11x, a valuation we believe significantly understates the quality, durability, and long-term earnings power of the business.
The animal health industry is attractive as it combines the defensive characteristics of healthcare investing with a more favorable industry structure than traditional pharmaceuticals. In contrast to human healthcare, a significant portion of animal health spending is paid directly by owners, which reduces reimbursement pressure. The industry also benefits from lower research and development costs, shorter development timelines, and strong relationships with veterinarians. These relationships, combined with regulatory barriers and specialized technical expertise, create meaningful switching costs and contribute to long product lifecycles..." (Click here to read the full text)
#capital
2 months ago
Sompo International's wholly owned Brazilian subsidiary, Sompo, has signed an agreement to acquire local peer Fator Seguradora.
The value of the transaction has not been disclosed and the deal remains subject to approval by the relevant regulatory authorities.
According to the translated version of the announcement, the acquisition is part of Sompo's strategy to expand its presence in the corporate insurance market by widening its portfolio of specialised solutions.
The company said the deal will strengthen its position in business lines in which Fator Seguradora has consolidated operations and recognised expertise, particularly property, guarantee and financial lines.
It said completion of the transaction is expected to further reinforce its market position.
#transaction #lines
The value of the transaction has not been disclosed and the deal remains subject to approval by the relevant regulatory authorities.
According to the translated version of the announcement, the acquisition is part of Sompo's strategy to expand its presence in the corporate insurance market by widening its portfolio of specialised solutions.
The company said the deal will strengthen its position in business lines in which Fator Seguradora has consolidated operations and recognised expertise, particularly property, guarantee and financial lines.
It said completion of the transaction is expected to further reinforce its market position.
#transaction #lines
2 months ago
By
Updated July 21, 2026 8:12 am ET
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(2 min)
Novartis NOVN -0.16%
decrease; down pointing triangle
said it returned to sales growth in the second quarter, as momentum from some of its key medicines and recent launches helped the company offset a hit from drugs that lost patent protection.
#decrease #triangle
Updated July 21, 2026 8:12 am ET
Listen
(2 min)
Novartis NOVN -0.16%
decrease; down pointing triangle
said it returned to sales growth in the second quarter, as momentum from some of its key medicines and recent launches helped the company offset a hit from drugs that lost patent protection.
#decrease #triangle
2 months ago
Rivian Automotive, Inc. (NASDAQ:RIVN) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On July 9, 2026, UBS **** yst Joseph Spak raised the firm's price target on Rivian Automotive, Inc. (NASDAQ:RIVN) to $17 from $16 and kept a Neutral rating on the shares.
On July 8, Rivian Automotive, Inc. (NASDAQ:RIVN) priced its 75M share secondary offering at $15.50. Goldman Sachs, Allen & Co., Barclays, JPMorgan, Morgan Stanley, and Wells Fargo acted as joint book-running managers for the offering.
Image by Varun Kulkarni from Pixabay
On July 7, Rivian said in an 8-K filing that it expects total consolidated revenues to increase for the three months ended June 30, 2026, compared with the three months ended June 30, 2025. The company cited higher vehicle deliveries, partially offset by lower average selling prices from a higher mix of commercial vans. Rivian also pointed to increases in vehicle electrical architecture and software development services and revenues related to regulatory credits.
On July 9, 2026, UBS **** yst Joseph Spak raised the firm's price target on Rivian Automotive, Inc. (NASDAQ:RIVN) to $17 from $16 and kept a Neutral rating on the shares.
On July 8, Rivian Automotive, Inc. (NASDAQ:RIVN) priced its 75M share secondary offering at $15.50. Goldman Sachs, Allen & Co., Barclays, JPMorgan, Morgan Stanley, and Wells Fargo acted as joint book-running managers for the offering.
Image by Varun Kulkarni from Pixabay
On July 7, Rivian said in an 8-K filing that it expects total consolidated revenues to increase for the three months ended June 30, 2026, compared with the three months ended June 30, 2025. The company cited higher vehicle deliveries, partially offset by lower average selling prices from a higher mix of commercial vans. Rivian also pointed to increases in vehicle electrical architecture and software development services and revenues related to regulatory credits.
2 months ago
ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its "SMID Cap Growth Strategy". A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in recent memory, with the Russell 2500 Growth Index rising 24.0%, driven by enthusiasm for AI infrastructure and higher-beta momentum stocks. The Strategy delivered double-digit returns in the quarter but trailed the soaring benchmark. Underperformance was driven by underexposure to top AI infrastructure stocks as well as weaknesses in healthcare and consumer discretionary sectors. The market leadership expanded beyond mega-cap technology, indicating potential opportunities from a broader cyclical recovery and AI adoption. In addition, you can check the Fund's top five holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, ClearBridge SMID Cap Growth Strategy highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as a newly added position. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is a high-power **** og semiconductor solutions provider serving applications across radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 10, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $308.52 per share, reflecting a market capitalization of $23.54 billion. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) posted a one-month return of -19.82%, while its shares gained 125.81% over the past 52 weeks.
ClearBridge SMID Cap Growth Strategy the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor update:
"In IT, we added MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to increase exposure to AI networking and data connectivity growth. MACOM's compound semiconductor expertise offers differentiated exposure to AI, defense and satellite communications."
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 45 hedge fund portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) at the end of the first quarter, up from 35 in the previous quarter. In the second quarter of fiscal 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported revenue of $289 million, up 6.4% sequentially and up over 22% year-on-year. While we acknowledge the potential of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) 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.
In its Q2 2026 investor letter, ClearBridge SMID Cap Growth Strategy highlighted MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as a newly added position. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is a high-power **** og semiconductor solutions provider serving applications across radio frequency (RF), microwave, millimeter wave, and lightwave spectrum. On July 10, 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) closed at $308.52 per share, reflecting a market capitalization of $23.54 billion. MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) posted a one-month return of -19.82%, while its shares gained 125.81% over the past 52 weeks.
ClearBridge SMID Cap Growth Strategy the following regarding MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) in its Q2 2026 investor update:
"In IT, we added MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) to increase exposure to AI networking and data connectivity growth. MACOM's compound semiconductor expertise offers differentiated exposure to AI, defense and satellite communications."
MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 45 hedge fund portfolios held MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) at the end of the first quarter, up from 35 in the previous quarter. In the second quarter of fiscal 2026, MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) reported revenue of $289 million, up 6.4% sequentially and up over 22% year-on-year. While we acknowledge the potential of MACOM Technology Solutions Holdings, Inc. (NASDAQ:MTSI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
2 months ago
Rocket Companies Inc (NYSE:RKT) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. The stock makes up 4.9% of its reported equity portfolio. Rocket Companies' stock is up more than 20% over the past month, and ****** ysts expect it to go up more. Some 112 hedge funds have positions in RKT stock.
Studio Grand Ouest/Shutterstock.com
On June 30, Benchmark initiated coverage of Rocket Companies Inc (NYSE:RKT) stock with a Buy rating and a price target of $21 on the shares. The brokerage cited favorable mortgage rates and further noted that Rocket could become one of the two leading real estate portals over the next decade.
According to Benchmark, housing platforms that combine artificial intelligence, vertical integration, and the ability to convert intent into transactions will win the industry competition. If this is the case, the brokerage believes Rocket has a major advantage over traditional providers. Rocket has shown that it is open to partnerships across the industry in order to advance its goals and reduce its risks. Additionally, the company is seeking to expand its market share across purchase and refinancing segments.
Detroit-based Rocket Companies Inc (NYSE:RKT) provides a variety of digital services in the home-buying and refinancing sector. It operates a home search platform and provides home and personal loans. It also offers a personal finance app that helps users track spending and manage budgets.
Studio Grand Ouest/Shutterstock.com
On June 30, Benchmark initiated coverage of Rocket Companies Inc (NYSE:RKT) stock with a Buy rating and a price target of $21 on the shares. The brokerage cited favorable mortgage rates and further noted that Rocket could become one of the two leading real estate portals over the next decade.
According to Benchmark, housing platforms that combine artificial intelligence, vertical integration, and the ability to convert intent into transactions will win the industry competition. If this is the case, the brokerage believes Rocket has a major advantage over traditional providers. Rocket has shown that it is open to partnerships across the industry in order to advance its goals and reduce its risks. Additionally, the company is seeking to expand its market share across purchase and refinancing segments.
Detroit-based Rocket Companies Inc (NYSE:RKT) provides a variety of digital services in the home-buying and refinancing sector. It operates a home search platform and provides home and personal loans. It also offers a personal finance app that helps users track spending and manage budgets.
2 months ago
No pair dominated ETF.com's comparison tool in the first half of 2026 more than the VanEck Semiconductor ETF (SMH) against the iShares Semiconductor ETF (SOXX), with 6,743 views. With the AI infrastructure buildout continuing to fuel explosive demand for chips, it's little surprise investors want to know which semiconductor ETF belongs in their portfolio.
On the surface, these two funds look nearly identical — same sector, overlapping holdings, nearly identical expense ratios (SMH at 0.35%, SOXX at 0.34%). But dig into the details and meaningful differences emerge.
The biggest distinction is portfolio construction. SMH holds just 26 stocks, making it a highly concentrated bet on the sector's largest players. NVIDIA alone represents 17.55% of the fund. SOXX, by contrast, holds 31 names and applies a more equal-weight tilt — NVIDIA sits at just 6.81% there, while Micron Technology and AMD each carry larger weights than in SMH.
That difference in construction has translated into divergent performance. Over the trailing year through mid-2026, SOXX returned 169.68% compared to SMH's 135.91% — a stunning gap driven in part by SOXX's heavier exposure to names that outperformed. Over three years, however, SMH holds the edge, returning 63.44% against SOXX's 56.95% CAGR.
Size is also a factor: SMH is the larger fund at $74.4B in AUM versus SOXX's $45.9B, and SMH's average daily dollar volume of $6.1B gives it a slight liquidity advantage. For investors who want pure, high-octane semiconductor exposure in a liquid wrapper, this debate isn't going away anytime soon.
On the surface, these two funds look nearly identical — same sector, overlapping holdings, nearly identical expense ratios (SMH at 0.35%, SOXX at 0.34%). But dig into the details and meaningful differences emerge.
The biggest distinction is portfolio construction. SMH holds just 26 stocks, making it a highly concentrated bet on the sector's largest players. NVIDIA alone represents 17.55% of the fund. SOXX, by contrast, holds 31 names and applies a more equal-weight tilt — NVIDIA sits at just 6.81% there, while Micron Technology and AMD each carry larger weights than in SMH.
That difference in construction has translated into divergent performance. Over the trailing year through mid-2026, SOXX returned 169.68% compared to SMH's 135.91% — a stunning gap driven in part by SOXX's heavier exposure to names that outperformed. Over three years, however, SMH holds the edge, returning 63.44% against SOXX's 56.95% CAGR.
Size is also a factor: SMH is the larger fund at $74.4B in AUM versus SOXX's $45.9B, and SMH's average daily dollar volume of $6.1B gives it a slight liquidity advantage. For investors who want pure, high-octane semiconductor exposure in a liquid wrapper, this debate isn't going away anytime soon.
