1 month ago
Trillion-dollar conglomerate Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB) entered 2026 in uncharted territory for the first time in more than half a century. On Dec. 31, Warren Buffett, the company's longtime CEO, who oversaw a greater-than-6,000,000% outperformance of the benchmark S&P 500 since the mid-1960s, retired as CEO. His successor, Greg Abel, is now in charge of Berkshire's $350 billion investment portfolio.
While the Oracle of Omaha had a knack for spotting amazing deals hiding in plain sight, he wasn't infallible. Decisions made in the years leading up to his retirement with No. 1 holding Apple (NASDAQ:AAPL) have cost Berkshire Hathaway up to $112 billion in would-be gains.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
Warren Buffett began building a position in the "Apple" of his eye in the first quarter of 2016. While artificial intelligence is all the rage today, Buffett was more interested in consumers' draw to the brand when he initially invested. Apple has an exceptionally loyal customer base that's shown a willingness to pay premium prices for its physical products (iPhone, iPad, and Mac).
#warren
While the Oracle of Omaha had a knack for spotting amazing deals hiding in plain sight, he wasn't infallible. Decisions made in the years leading up to his retirement with No. 1 holding Apple (NASDAQ:AAPL) have cost Berkshire Hathaway up to $112 billion in would-be gains.
Missed AI's "Act 1"? Act 2 Could Be 14x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005. But according to our ******* ysts, we're only at the end of "Act 1"—the R&D phase. "Act 2" is the global rollout. Continue »
Image source: Getty Images.
Warren Buffett began building a position in the "Apple" of his eye in the first quarter of 2016. While artificial intelligence is all the rage today, Buffett was more interested in consumers' draw to the brand when he initially invested. Apple has an exceptionally loyal customer base that's shown a willingness to pay premium prices for its physical products (iPhone, iPad, and Mac).
#warren
1 month ago
One-time trillionaire Elon Musk is known for his bombastic behavior and predictions. At one point in early 2012, he proclaimed that Tesla would be entirely self-funded.
"Tesla does not need to ever raise another funding round," Musk said in February 2012 in response to a question on the company's financial position and the speed at which it was burning through cash. He relayed robust confidence in managing Tesla's self-funded future at the time.
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
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
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
#tesla
"Tesla does not need to ever raise another funding round," Musk said in February 2012 in response to a question on the company's financial position and the speed at which it was burning through cash. He relayed robust confidence in managing Tesla's self-funded future at the time.
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
A single line on your car insurance policy could be inflating your premium by up to 30% — here's what to change
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
#tesla
2 months ago
Spring, Texas-based Hewlett Packard Enterprise Company (HPE) develops intelligent solutions in the United States, the Americas, and internationally. The company has a market cap of $74.2 billion and operates in five segments: Server, Hybrid Cloud, Networking, Financial Services, and Corporate Investments and Other, and offers general-purpose servers, workload-optimized servers, and integrated systems, among others.
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
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Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock
#packard
Companies with a market cap of $10 billion or more are typically called "large-cap stocks." HPE fits squarely into that category, with its market cap exceeding this threshold and reflecting its substantial size and influence in the communication equipment industry.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
The Case for Selling CrowdStrike Stock
Nvidia CEO Jensen Huang Just Dropped Huge News for This Cybersecurity Stock
#packard
2 months ago
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Paul Brown is taking a medical leave from his job as CEO of Arby's owner Inspire Brands while he recovers from a recent injury, according to a report on Wednesday in the Wall Street Journal.
Scott Murphy, brand president of the Inspire-owned Dunkin', will take over as CEO on an interim basis, the publication said, citing internal documents.
Inspire Brands confirmed the move in an email to Nation's Restaurant News.
Yet the unexpected CEO change comes at a crucial time for the Atlanta-based Inspire, which is owned by the private-equity firm Roark Capital.
#inspire #subscribe #journal
Paul Brown is taking a medical leave from his job as CEO of Arby's owner Inspire Brands while he recovers from a recent injury, according to a report on Wednesday in the Wall Street Journal.
Scott Murphy, brand president of the Inspire-owned Dunkin', will take over as CEO on an interim basis, the publication said, citing internal documents.
Inspire Brands confirmed the move in an email to Nation's Restaurant News.
Yet the unexpected CEO change comes at a crucial time for the Atlanta-based Inspire, which is owned by the private-equity firm Roark Capital.
#inspire #subscribe #journal
2 months ago
Gold prices moved higher on Wednesday, returning above $4,400 an ounce after three consecutive sessions of declines as the U.S. dollar weakened and investors ***** sed the outlook for Federal Reserve interest rates and developments in the Middle East.
At 22:04 ET (06:04 GMT), spot gold rose 1.1% to $4,402.41 an ounce, while gold futures gained 0.2% to $4,445.85.
Other precious metals also advanced. Spot silver increased 1.5% to $66.76 an ounce and platinum rose 1.6% to $1,848.23. The U.S. Dollar Index declined 0.2% to 98.70.
Spot gold's advance followed a ***** ulative decline of 2.6% over the previous three sessions.
The metal remained below levels recorded last week after stronger U.S. employment data increased market expectations that the Federal Reserve could raise interest rates at its September 14-15 meeting.
#spot #interest
At 22:04 ET (06:04 GMT), spot gold rose 1.1% to $4,402.41 an ounce, while gold futures gained 0.2% to $4,445.85.
Other precious metals also advanced. Spot silver increased 1.5% to $66.76 an ounce and platinum rose 1.6% to $1,848.23. The U.S. Dollar Index declined 0.2% to 98.70.
Spot gold's advance followed a ***** ulative decline of 2.6% over the previous three sessions.
The metal remained below levels recorded last week after stronger U.S. employment data increased market expectations that the Federal Reserve could raise interest rates at its September 14-15 meeting.
#spot #interest
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2 months ago
Startups spend years courting brand-name investors to build credibility before they go public. Rarely does one of those investors also happen to be the company's biggest supplier, and in a roundabout way, one of its own paying customers.
Nscale, a two-year-old British AI cloud computing firm, is negotiating to raise up to $3.5 billion ahead of a planned U.S. stock listing, according to Bloomberg.
Nvidia (NVDA) is expected to supply about $2 billion of that financing, with hedge fund Third Point leading a separate tranche of convertible notes and Goldman Sachs running the process.
The arrangement would make Nscale's chip supplier one of its largest shareholders just weeks before the company asks public investors to back a valuation roughly double its last private round.
Related: Nvidia stock flashes unusual signal for investors
#investors #public #rarely
Nscale, a two-year-old British AI cloud computing firm, is negotiating to raise up to $3.5 billion ahead of a planned U.S. stock listing, according to Bloomberg.
Nvidia (NVDA) is expected to supply about $2 billion of that financing, with hedge fund Third Point leading a separate tranche of convertible notes and Goldman Sachs running the process.
The arrangement would make Nscale's chip supplier one of its largest shareholders just weeks before the company asks public investors to back a valuation roughly double its last private round.
Related: Nvidia stock flashes unusual signal for investors
#investors #public #rarely
2 months ago
Humana (HUM) confirmed 600,000 affected members and UNH projects 1.1 million fewer enrollees as carriers cut lower-rated 2027 Medicare Advantage plans.
A plan termination triggers a rare guaranteed-issue Medigap window, but only for members who are returning to Original Medicare. Those switching to another Advantage plan do not qualify.
Nonrenewal notices arrive October 2, leaving only 66 days before Open Enrollment closes December 7. Members should save the letter and price both coverage paths immediately.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Somewhere inside the Centers for Medicare & Medicaid Services (CMS) sits the list of Medicare Advantage plans that will stop existing on December 31, 2026. Insurers submitted their 2027 bids in June. Wall Street **** ysts have dissected the implications on earnings calls all summer. The people enrolled in those plans will find out by mail.
#plans #plan #only #medigap
A plan termination triggers a rare guaranteed-issue Medigap window, but only for members who are returning to Original Medicare. Those switching to another Advantage plan do not qualify.
Nonrenewal notices arrive October 2, leaving only 66 days before Open Enrollment closes December 7. Members should save the letter and price both coverage paths immediately.
Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)
Somewhere inside the Centers for Medicare & Medicaid Services (CMS) sits the list of Medicare Advantage plans that will stop existing on December 31, 2026. Insurers submitted their 2027 bids in June. Wall Street **** ysts have dissected the implications on earnings calls all summer. The people enrolled in those plans will find out by mail.
#plans #plan #only #medigap
2 months ago
Kala Bio, Inc. (NASDAQ:KALA) and Virotek Inc. have finalised an exclusive distribution and reseller agreement covering Virotek's ophthalmology genomic testing and screening programme in the United States.
Under the agreement, which took effect on September 4, 2026, Kala will serve as the sole U.S. distributor of the programme and will have the right to market, promote, distribute and resell Virotek's ophthalmology genetic testing services.
The agreement has an initial one-year term, with continued exclusivity dependent on Kala achieving agreed commercial milestones. It follows a non-binding letter of intent announced on September 1, 2026.
Virotek will remain responsible for the programme's infrastructure, supply of testing kits, specimen processing and clinical reporting. The company will also provide training and supporting materials to Kala's channel partners.
The companies have agreed to a profit-sharing arrangement that will take effect after Virotek recovers its programme costs. No additional financial terms were disclosed.
#programme
Under the agreement, which took effect on September 4, 2026, Kala will serve as the sole U.S. distributor of the programme and will have the right to market, promote, distribute and resell Virotek's ophthalmology genetic testing services.
The agreement has an initial one-year term, with continued exclusivity dependent on Kala achieving agreed commercial milestones. It follows a non-binding letter of intent announced on September 1, 2026.
Virotek will remain responsible for the programme's infrastructure, supply of testing kits, specimen processing and clinical reporting. The company will also provide training and supporting materials to Kala's channel partners.
The companies have agreed to a profit-sharing arrangement that will take effect after Virotek recovers its programme costs. No additional financial terms were disclosed.
#programme
2 months ago
The defense industry is undergoing a major transformation, with governments increasing spending on drones, autonomous systems, counter-UAS technologies, and precision weapons. This creates a favorable backdrop for AeroVironment (AVAV), which is positioned at the forefront of next-generation defense.
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ***** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#defense #aerovironment #dear #mark
With the BlueHalo acquisition last year, AeroVironment broadened its capabilities across air, land, sea, ***** e, and cyber, giving it exposure to multiple areas of rising defense demand. This positioning has been reinforced by several recent developments.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ***** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#defense #aerovironment #dear #mark
2 months 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.
Revenue growth of approximately 1,970% in H1 2026 was driven by the rapid expansion of the customer base to over 1,640 enterprise clients.
The company is pivoting from a conventional direct sales model to a partner-led distribution strategy leveraging Microsoft, Google, TCS, and Tech Mahindra to access global enterprise markets.
Management attributes the successful scaling to their 'Agentic' commerce suite, which provides the data, intelligence, and payment rails required for AI agents to execute transactions.
The selection of Rezolve's distributed database technology by Google Cloud validates the company's strategy to license its underlying infrastructure independently of its commerce applications.
#mahindra
Revenue growth of approximately 1,970% in H1 2026 was driven by the rapid expansion of the customer base to over 1,640 enterprise clients.
The company is pivoting from a conventional direct sales model to a partner-led distribution strategy leveraging Microsoft, Google, TCS, and Tech Mahindra to access global enterprise markets.
Management attributes the successful scaling to their 'Agentic' commerce suite, which provides the data, intelligence, and payment rails required for AI agents to execute transactions.
The selection of Rezolve's distributed database technology by Google Cloud validates the company's strategy to license its underlying infrastructure independently of its commerce applications.
#mahindra
3 months ago
By Karen Brettell
Aug 27 (Reuters) - Treasury Secretary Scott Bessent and Federal Reserve Chairman Kevin Warsh appear at odds over a question at the heart of U.S. financial policy. How hands-off can policymakers be when it comes to setting a price for money?
Warsh has advocated retreating from some of the central bank's longstanding communication policies in favor of letting markets do the heavy lifting, while Bessent has deployed a number of tools, some of them unusual, in the name of aiding market function.
The divide has come into view as the Trump administration steps up efforts to contain long-term borrowing costs — a push whose success appears unlikely to many ****** ysts and portfolio managers without concrete steps to contain the sprawling U.S. fiscal deficit.
That contrast in approaches will come into focus on Friday morning, when Warsh is scheduled to speak at the Fed's annual event in Jackson Hole, Wyoming. He wants bond markets to play a bigger role in setting rates, a stance arguably at odds with Bessent's interventionism. Meanwhile investors are seeking ****** urance that Warsh will act decisively against inflation in his first year leading a divided Fed.
#bessent #setting #contain
Aug 27 (Reuters) - Treasury Secretary Scott Bessent and Federal Reserve Chairman Kevin Warsh appear at odds over a question at the heart of U.S. financial policy. How hands-off can policymakers be when it comes to setting a price for money?
Warsh has advocated retreating from some of the central bank's longstanding communication policies in favor of letting markets do the heavy lifting, while Bessent has deployed a number of tools, some of them unusual, in the name of aiding market function.
The divide has come into view as the Trump administration steps up efforts to contain long-term borrowing costs — a push whose success appears unlikely to many ****** ysts and portfolio managers without concrete steps to contain the sprawling U.S. fiscal deficit.
That contrast in approaches will come into focus on Friday morning, when Warsh is scheduled to speak at the Fed's annual event in Jackson Hole, Wyoming. He wants bond markets to play a bigger role in setting rates, a stance arguably at odds with Bessent's interventionism. Meanwhile investors are seeking ****** urance that Warsh will act decisively against inflation in his first year leading a divided Fed.
#bessent #setting #contain
3 months ago
With a market cap of $33.5 billion, ResMed Inc. (RMD) is a global health technology company that develops innovative solutions to help people live healthier, happier lives through better sleep and breathing. Operating across 140 countries, the company combines AI-powered digital health solutions, cloud-connected devices, and intelligent software to make home healthcare more personalized, accessible, and effective.
Shares of the San Diego, California-based company have underperformed the broader market over the past 52 weeks. RMD stock has decreased 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained 19.3%. Moreover, the stock has fallen 3.6% on a YTD basis, compared to SPX's 12.2% return.
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#Stock #quantum #better
Shares of the San Diego, California-based company have underperformed the broader market over the past 52 weeks. RMD stock has decreased 18.7% over this time frame, while the broader S&P 500 Index ($SPX) has gained 19.3%. Moreover, the stock has fallen 3.6% on a YTD basis, compared to SPX's 12.2% return.
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IBM Just Hit a New Quantum Computing Milestone. How to Play IBM Stock Now.
#Stock #quantum #better
3 months ago
Concerned about an AI bubble? Sign up for The Daily Upside for smart and actionable market news, built for investors.
For Kevin Warsh, this week brings high stakes in the Grand Tetons, where the world's business leaders will travel to look for clues about Federal Reserve economic policy.
The Fed chairman is slated to give his inaugural address to the Jackson Hole Economic Policy Symposium, where central bankers, Wall Street power brokers and government officials are hosted annually by the Kansas City Fed.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: Nvidia Invites Investor Scrutiny of Capital Spending With Perplexity Talks and O, Canada: Trade Faceoff With US Snarls Automobile, Steel Markets
#sign #upside #warsh #grand
For Kevin Warsh, this week brings high stakes in the Grand Tetons, where the world's business leaders will travel to look for clues about Federal Reserve economic policy.
The Fed chairman is slated to give his inaugural address to the Jackson Hole Economic Policy Symposium, where central bankers, Wall Street power brokers and government officials are hosted annually by the Kansas City Fed.
Sign up for The Daily Upside at no cost for premium **** ysis on all your favorite stocks.
READ ALSO: Nvidia Invites Investor Scrutiny of Capital Spending With Perplexity Talks and O, Canada: Trade Faceoff With US Snarls Automobile, Steel Markets
#sign #upside #warsh #grand
3 months ago
RoadOne IntermodaLogistics announced it has acquired Higgins Transport Service, a Charleston, South Carolina-based provider of port drayage and intermodal transportation services.
The deal adds 15 drivers to RoadOne's Charleston operations along with additional drayage and intermodal capacity to serve the Southeastern market.
Financial terms of the transaction were not provided.
RoadOne recently opened a 384,000-square-foot facility in Summerville, South Carolina to serve the Port of Charleston. The 100-acre property provides transloading, storage and distribution services across the Southeast. The company plans to add a 279,700-square-foot warehouse on the property next year.
The company directly operates nearly 5 million square feet of warehouse and transloading ***** e, with access to another 85 million square feet of ***** e through partnerships.
#charleston #roadone #port
The deal adds 15 drivers to RoadOne's Charleston operations along with additional drayage and intermodal capacity to serve the Southeastern market.
Financial terms of the transaction were not provided.
RoadOne recently opened a 384,000-square-foot facility in Summerville, South Carolina to serve the Port of Charleston. The 100-acre property provides transloading, storage and distribution services across the Southeast. The company plans to add a 279,700-square-foot warehouse on the property next year.
The company directly operates nearly 5 million square feet of warehouse and transloading ***** e, with access to another 85 million square feet of ***** e through partnerships.
#charleston #roadone #port
3 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#micron #capital #memory
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Micron Technology, Inc. (NASDAQ:MU). Micron Technology, Inc. (NASDAQ:MU) designs, develops, manufactures, and sells memory and storage products in the United States and internationally. On August 18, 2026, Micron Technology, Inc. (NASDAQ:MU) closed at $940.76 per share. The one-month return of Micron Technology, Inc. (NASDAQ:MU) was -1.95% and its shares gained 702.63% over the past 52 weeks. Micron Technology, Inc. (NASDAQ:MU) has a market capitalization of $1.06 trillion.
Eagle Capital Management stated the following regarding Micron Technology, Inc. (NASDAQ:MU) in its Q2 2026 investor letter:
"Micron Technology, Inc. (NASDAQ:MU), the only U.S. producer of DRAM memory, has gone from being marginally profitable to earning more than Apple or Microsoft. Memory prices are now high enough to inflict damage on consumer electronics markets and prompt Al model companies and chipmakers to redesign their technology.
Micron's entire manufacturing PP&E footprint is approximately $60 billion, versus a market cap of $1.2 trillion. The company will make enough money over the next year to replicate its entire footprint multiple times. DRAM historically has been brutally cyclical. That cyclicality reduced competition to the point that only an oligopoly of three players could survive. Volatility was one of the moats that helped protect over-the-cycle returns."
#micron #capital #memory
3 months ago
Interested in Ellington Credit Company? Here are five stocks we like better.
Ellington Credit delivered an 8.1% economic return in Q2 2026, with NAV rising to $4.18 per share from $4.09 and total NAV reaching $159.7 million. GAAP net income was $0.33 per share, while adjusted net investment income was $0.15 per share.
The company expanded its CLO portfolio to $334.1 million after purchasing $64.8 million and selling $35.1 million of investments. Management shifted toward longer-tenor CLO equity and higher-coupon, wider-spread mezzanine debt while reducing leverage and credit hedges.
Management reported continued momentum in July, including a roughly 3.1% economic return and adjusted NII of approximately $0.06 per share. It expects adjusted NII to reach the low-$0.20 range over the next few quarters and said the portfolio could grow another 5% to 10%.
Ellington Credit (NYSE:EARN) reported an 8.1% economic return for the quarter ended June 30, 2026, as the company expanded and repositioned its collateralized loan obligation portfolio following market volatility earlier in the year.
#Share #million #adjusted #Portfolio
Ellington Credit delivered an 8.1% economic return in Q2 2026, with NAV rising to $4.18 per share from $4.09 and total NAV reaching $159.7 million. GAAP net income was $0.33 per share, while adjusted net investment income was $0.15 per share.
The company expanded its CLO portfolio to $334.1 million after purchasing $64.8 million and selling $35.1 million of investments. Management shifted toward longer-tenor CLO equity and higher-coupon, wider-spread mezzanine debt while reducing leverage and credit hedges.
Management reported continued momentum in July, including a roughly 3.1% economic return and adjusted NII of approximately $0.06 per share. It expects adjusted NII to reach the low-$0.20 range over the next few quarters and said the portfolio could grow another 5% to 10%.
Ellington Credit (NYSE:EARN) reported an 8.1% economic return for the quarter ended June 30, 2026, as the company expanded and repositioned its collateralized loan obligation portfolio following market volatility earlier in the year.
#Share #million #adjusted #Portfolio
3 months ago
AXTI surged on optical sector momentum and 165% YoY revenue growth; TE jumped 10% as new US solar tariffs protect its domestic manufacturing plans.
BW landed a 20-turbine Siemens data center deal and drew a 7.66M share Ameriprise disclosure, but still trades like a turnaround on a weak chart.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Babcock & Wilcox Enterprises didn't make the cut. Grab the names FREE today.
Three second-derivative AI plays are in focus Friday morning. AXT (NASDAQ:AXTI) is trading higher alongside a broad rally in optics names, T1 Energy (NYSE:TE) is bouncing on the domestic solar policy trade, and Babcock & Wilcox Enterprises (NYSE:BW) is drawing attention around a fresh institutional disclosure. The connective tissue: AI capex is now pulling in materials, power gear, and energy suppliers well beyond the obvious chip names.
AXT is up about 3.1% today, around $79.83, after an Aug. 13 close of $77.45. The catalyst is a sector move. Applied Optoelectronics is up about 5%, Lumentum about 4%, and Corning about 4.5%. AXT makes compound semiconductor substrates, and its indium phosphide wafers are a key input for the high-speed optical transceivers and silicon photonics used in AI data centers. When the optical connectivity trade runs, AXT runs with it as the upstream materials supplier.
#names #axti #enterprises
BW landed a 20-turbine Siemens data center deal and drew a 7.66M share Ameriprise disclosure, but still trades like a turnaround on a weak chart.
Act now: the ****** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Babcock & Wilcox Enterprises didn't make the cut. Grab the names FREE today.
Three second-derivative AI plays are in focus Friday morning. AXT (NASDAQ:AXTI) is trading higher alongside a broad rally in optics names, T1 Energy (NYSE:TE) is bouncing on the domestic solar policy trade, and Babcock & Wilcox Enterprises (NYSE:BW) is drawing attention around a fresh institutional disclosure. The connective tissue: AI capex is now pulling in materials, power gear, and energy suppliers well beyond the obvious chip names.
AXT is up about 3.1% today, around $79.83, after an Aug. 13 close of $77.45. The catalyst is a sector move. Applied Optoelectronics is up about 5%, Lumentum about 4%, and Corning about 4.5%. AXT makes compound semiconductor substrates, and its indium phosphide wafers are a key input for the high-speed optical transceivers and silicon photonics used in AI data centers. When the optical connectivity trade runs, AXT runs with it as the upstream materials supplier.
#names #axti #enterprises
3 months ago
When shoppers are looking for ways to stretch their budgets, Costco (COST) is proving that value still drives spending. The warehouse retailer reported July net sales of $23.12 billion, up 10.7% from a year earlier, for the four weeks that ended Aug. 2.
Its growth went beyond new warehouse openings and changing fuel prices. Comparable sales rose 8.9% across the company, while U.S. comparable sales climbed 10.3%, showing that shoppers kept returning to Costco's stores.
Dear Walmart Stock Fans, Mark Your Calendars for August 20
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market **** ysis you won't find anywhere else.
For COST investors, the report adds to the case that Costco's membership model, low prices, and expanding digital business are continuing to attract customers. But after another strong sales print, can Costco maintain enough underlying growth through the second half to surpass the high expectations already attached to COST? Let's dive in.
#shoppers #Growth #july #dear
Its growth went beyond new warehouse openings and changing fuel prices. Comparable sales rose 8.9% across the company, while U.S. comparable sales climbed 10.3%, showing that shoppers kept returning to Costco's stores.
Dear Walmart Stock Fans, Mark Your Calendars for August 20
Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market **** ysis you won't find anywhere else.
For COST investors, the report adds to the case that Costco's membership model, low prices, and expanding digital business are continuing to attract customers. But after another strong sales print, can Costco maintain enough underlying growth through the second half to surpass the high expectations already attached to COST? Let's dive in.
#shoppers #Growth #july #dear
3 months ago
The AI industry's talent war has pushed salaries to extraordinary heights, with companies offering compensation packages that would have been unthinkable just a few years ago. According to Axios, the trend is worrying Anthropic CEO Dario Amodei, who reportedly expressed concern about new talent coming to the company for the money rather than the mission.
The comments may be seen as ironic coming from Amodei, considering Anthropic offers some eye-watering salaries for jobs that typically pay much less. Take a job posting for a brand marketing events lead at the company, which lists an annual salary ranging from $320,000 to $400,000.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#anthropic #company
The comments may be seen as ironic coming from Amodei, considering Anthropic offers some eye-watering salaries for jobs that typically pay much less. Take a job posting for a brand marketing events lead at the company, which lists an annual salary ranging from $320,000 to $400,000.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#anthropic #company
3 months ago
Semiconductor stocks have been pummeled recently, opening up a nice potential opportunity to buy these stocks while they are down. However, not all semiconductor stocks are created equal, so investors should be selective.
Let's look at one chip stock I'd buy, one I'd continue to hold, and one I'd sell.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If there is one chip stock to buy in this sell-off, it's Nvidia (NASDAQ: NVDA). Not only is the company the AI infrastructure leader, but its stock is also incredibly cheap and continues to grow rapidly.
Nvidia's biggest advantage is that it has created a wide moat with its CUDA software platform for AI model training. It is the dominant player in the **** e because, many years ago, it planted CUDA in places doing early AI research, making its proprietary software the main platform where most original AI code was written. But this wasn't the only prescient move Nvidia has made over the years; its 2020 acquisition of Mellanox laid the foundation for its networking platform.
#platform #cuda
Let's look at one chip stock I'd buy, one I'd continue to hold, and one I'd sell.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
If there is one chip stock to buy in this sell-off, it's Nvidia (NASDAQ: NVDA). Not only is the company the AI infrastructure leader, but its stock is also incredibly cheap and continues to grow rapidly.
Nvidia's biggest advantage is that it has created a wide moat with its CUDA software platform for AI model training. It is the dominant player in the **** e because, many years ago, it planted CUDA in places doing early AI research, making its proprietary software the main platform where most original AI code was written. But this wasn't the only prescient move Nvidia has made over the years; its 2020 acquisition of Mellanox laid the foundation for its networking platform.
#platform #cuda
3 months ago
The market isn't hiding its feelings about Meta (META) as it heads to its earnings report after the close today.
Investors are selling first and asking questions later.
Meta stock has now declined for nine straight days, the longest losing streak in its history. The steady march lower has sent Meta shares below all key technical moving averages, per Yahoo Finance AlphaSpace data.
When Meta (META) reports its second quarter earnings, all eyes will be on its capital expenditures plan for the rest of the year and in 2027.
This area of Meta's cash flow statement garners the most attention — not just because Alphabet (GOOGL) spooked its investor base last week by warning it intends to spend way more than expected but also because Meta's stock price has been dead money for more than a year (as seen above).
#year #investors #market
Investors are selling first and asking questions later.
Meta stock has now declined for nine straight days, the longest losing streak in its history. The steady march lower has sent Meta shares below all key technical moving averages, per Yahoo Finance AlphaSpace data.
When Meta (META) reports its second quarter earnings, all eyes will be on its capital expenditures plan for the rest of the year and in 2027.
This area of Meta's cash flow statement garners the most attention — not just because Alphabet (GOOGL) spooked its investor base last week by warning it intends to spend way more than expected but also because Meta's stock price has been dead money for more than a year (as seen above).
#year #investors #market
4 months ago
American Airlines (NASDAQ: AAL) reported second-quarter results on Thursday and lowered its outlook for the year. Initially, investors were spooked, and the stock fell about 8% to close at $13.56.
Then on Friday they bought it back. Shares rose 6.8% to $14.48, recovering much of the drop in a single session.
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 »
Two days, two opposite verdicts on the same report. What gives?
The quarter itself was not bad at all.
#NVIDIA #flashing #same #thursday
Then on Friday they bought it back. Shares rose 6.8% to $14.48, recovering much of the drop in a single session.
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 »
Two days, two opposite verdicts on the same report. What gives?
The quarter itself was not bad at all.
#NVIDIA #flashing #same #thursday
4 months ago
Africa went against the grain of falling global beer production in 2025, data compiled by major hop supplier BarthHaas shows.
In a report issued by BarthHaas yesterday (21 July), BarthHaas said output fell 0.7% last year to just below 1.9bn hectolitres.
Production in each of Europe, the Americas, Asia and Oceania declined in 2025, although more beer was brewed in Africa, BarthHaas said.
Output in Africa, boosted by production in South Africa, grew 2.6% to 166.7 million hectolitres (mhl).
The picture across the Americas was mixed, with output in North America down 1.9% but rising in Central and South America by 1.3% and 1.7% respectively, the data showed.
#output
In a report issued by BarthHaas yesterday (21 July), BarthHaas said output fell 0.7% last year to just below 1.9bn hectolitres.
Production in each of Europe, the Americas, Asia and Oceania declined in 2025, although more beer was brewed in Africa, BarthHaas said.
Output in Africa, boosted by production in South Africa, grew 2.6% to 166.7 million hectolitres (mhl).
The picture across the Americas was mixed, with output in North America down 1.9% but rising in Central and South America by 1.3% and 1.7% respectively, the data showed.
#output
4 months ago
Interested in iShares MSCI South Korea ETF? Here are five stocks we like better.
South Korea and Taiwan have been the world's best-performing stock markets in 2026, driven by AI-related demand for chips and memory.
The iShares MSCI South Korea ETF has surged over 70% and the iShares MSCI Taiwan ETF has gained near 50%, fueled by memory makers and TSMC.
Investors should monitor hyperscaler CapEx spending, memory chip margins, China-Taiwan tensions, and the shrinking premium on SK hynix's American depositary receipts.
The performance of the U.S. stock market has been solid so far in 2026. After being down as much as 7% through late March, the S&P 500 Index has rebounded sharply. Overall, the index's total return on the year sits near 10%. From 2015 to 2025, the index's average annual return was approximately 14.5%. Thus, the S&P 500 will need a strong back half of the year to meet or eclipse this figure.
#south
South Korea and Taiwan have been the world's best-performing stock markets in 2026, driven by AI-related demand for chips and memory.
The iShares MSCI South Korea ETF has surged over 70% and the iShares MSCI Taiwan ETF has gained near 50%, fueled by memory makers and TSMC.
Investors should monitor hyperscaler CapEx spending, memory chip margins, China-Taiwan tensions, and the shrinking premium on SK hynix's American depositary receipts.
The performance of the U.S. stock market has been solid so far in 2026. After being down as much as 7% through late March, the S&P 500 Index has rebounded sharply. Overall, the index's total return on the year sits near 10%. From 2015 to 2025, the index's average annual return was approximately 14.5%. Thus, the S&P 500 will need a strong back half of the year to meet or eclipse this figure.
#south
4 months ago
Praetorian Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. A copy of the letter can be downloaded here. In the quarter of 2026, the Praetorian Capital Fund LLC (the "Fund") depreciated by 4.39% net of fees. The firm anticipates significant volatility from quarter to quarter due to the Fund's concentrated portfolio approach and emphasis on asymmetric opportunities. Both the Event-Driven book and the fund's core portfolio declined moderately in the quarter. The letter highlighted the market's complexity and noted a setback in the portfolio this quarter despite strong first-quarter earnings. Conversely, the letter also noted that the AI buildout represented a substantial capital misallocation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Praetorian Capital highlighted Lincoln Educational Services Corporation (NASDAQ:LINC). Lincoln Educational Services Corporation (NASDAQ:LINC) is a US based career-oriented postsecondary education services provider to high school graduates and working adults. On July 17, 2026, Lincoln Educational Services Corporation (NASDAQ:LINC) closed at $42.95 per share. One-month return of Lincoln Educational Services Corporation (NASDAQ:LINC) was -11.90%, and its shares gained 90.53% over the past 52 weeks. Lincoln Educational Services Corporation (NASDAQ:LINC) has a market capitalization of $1.38 billion.
Praetorian Capital stated the following regarding Lincoln Educational Services Corporation (NASDAQ:LINC) in its Q2 2026 investor update:
"Technical Colleges; Educational Services Corporation (NASDAQ:LINC) and Universal Technical Institute (UTI – USA): These two technical colleges are helping to train the next generation of skilled tradespeople and medical workers. As AI reduces the demand for office workers, many millions of existing workers must be reskilled, while high school graduates will naturally seek out better job opportunities that offer higher wages, with less career risk.
LINC and UTI are the two largest technical colleges in the US. I expect them to continue opening new campuses and growing student counts. Based on management guidance, they're both quite cheap looking out a few years, net of startup costs for new campuses. I think they'll dramatically overshoot guidance in terms of new student starts, utilization and recruitment costs, leading to substantial margin growth on relatively fixed-cost structures."
#linc #quarter #praetorian
In its Q2 2026 investor letter, Praetorian Capital highlighted Lincoln Educational Services Corporation (NASDAQ:LINC). Lincoln Educational Services Corporation (NASDAQ:LINC) is a US based career-oriented postsecondary education services provider to high school graduates and working adults. On July 17, 2026, Lincoln Educational Services Corporation (NASDAQ:LINC) closed at $42.95 per share. One-month return of Lincoln Educational Services Corporation (NASDAQ:LINC) was -11.90%, and its shares gained 90.53% over the past 52 weeks. Lincoln Educational Services Corporation (NASDAQ:LINC) has a market capitalization of $1.38 billion.
Praetorian Capital stated the following regarding Lincoln Educational Services Corporation (NASDAQ:LINC) in its Q2 2026 investor update:
"Technical Colleges; Educational Services Corporation (NASDAQ:LINC) and Universal Technical Institute (UTI – USA): These two technical colleges are helping to train the next generation of skilled tradespeople and medical workers. As AI reduces the demand for office workers, many millions of existing workers must be reskilled, while high school graduates will naturally seek out better job opportunities that offer higher wages, with less career risk.
LINC and UTI are the two largest technical colleges in the US. I expect them to continue opening new campuses and growing student counts. Based on management guidance, they're both quite cheap looking out a few years, net of startup costs for new campuses. I think they'll dramatically overshoot guidance in terms of new student starts, utilization and recruitment costs, leading to substantial margin growth on relatively fixed-cost structures."
#linc #quarter #praetorian
4 months ago
Claiming Social Security at 62 permanently cuts monthly benefits by 30%, but the right claiming age depends on health, finances, and goals.
Poor health or a family history of shorter lifespans can make early claiming smarter, since more payments may outweigh smaller monthly checks.
During a market downturn, claiming at 62 lets retirees avoid selling investments at a loss to cover living expenses.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Age 62 is the earliest age you can claim Social Security. And you'll often hear that doing so is a bad idea.
Poor health or a family history of shorter lifespans can make early claiming smarter, since more payments may outweigh smaller monthly checks.
During a market downturn, claiming at 62 lets retirees avoid selling investments at a loss to cover living expenses.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
Age 62 is the earliest age you can claim Social Security. And you'll often hear that doing so is a bad idea.
