Weitz Investment Management, an investment management firm, released its second-quarter Q2 2026 investor letter for the "Multi Cap Equity Fund". The letter can be downloaded here. The Multi Cap Equity Fund's Institutional Class returned 7.90% in Q2, underperforming the Bloomberg U.S. 3000 Index's 15.71% gain. Markets rose in the quarter on hopes of de-escalating Middle East tensions and easing oil flow. Investor focus shifted back to artificial intelligence, despite component shortages like processing chips affecting profits and valuations. Valuation-sensitive investors are selective within the AI sector, in contrast to valuation-agnostic indexes that adopt a more relaxed strategy. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted CoStar Group, Inc. (NASDAQ:CSGP). CoStar Group, Inc. (NASDAQ:CSGP), an information, ****** ytics, and online marketplace services provider for commercial and residential property markets. On September 15, 2026, CoStar Group, Inc. (NASDAQ:CSGP) closed at $31.56 per share, reflecting a market capitalization of $12.79 billion. CoStar Group, Inc. (NASDAQ:CSGP) posted a one-month return of -6.43%, while its shares lost 64.08% over the past 52 weeks.
Weitz Multi Cap Equity Fund stated the following regarding CoStar Group, Inc. (NASDAQ:CSGP) in its Q2 2026 investor letter:
"CoStar Group, Inc.'s (NASDAQ:CSGP) management prevailed in its struggle with an activist investor and remains undeterred in its residential real estate strategy. Investors are clearly skeptical of management's plan, but at current prices, we believe the punishment has gone too far."
CoStar Group, Inc. (NASDAQ:CSGP) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 58 hedge fund portfolios held CoStar Group, Inc. (NASDAQ:CSGP) at the end of the second quarter, down from 62 in the previous quarter. While we acknowledge the potential of CoStar Group, Inc. (NASDAQ:CSGP) 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.

#Equity

Energy Transfer LP (NYSE:ET) is set to move the primary listing of its common and Series I preferred units from the New York Stock Exchange to the Texas Stock Exchange in early October, making it the first major company to make such a switch from the NYSE to the newly established Dallas exchange. Reuters said the companies moving to TXSE, including Energy Transfer and related energy businesses, represent nearly $100 billion in combined market value, giving the fledgling exchange an important early credibility boost.
For Energy Transfer LP (NYSE:ET), however, the more important question is whether the move can eventually translate into better investor visibility or valuation rather than simply giving the company a stronger Texas identity. WSJ reported that Energy Transfer is worth roughly $75 billion and that Executive Chairman Kelcy Warren is a major backer of TXSE, owning about 30% of its parent company. That relationship makes the listing particularly significant, but it also means investors may scrutinize whether the decision creates a tangible benefit for Energy Transfer unitholders rather than primarily helping establish the new exchange.
The strongest bull argument is that Energy Transfer LP (NYSE:ET) is positioning itself ahead of a potentially important shift in the U.S. energy infrastructure market. TXSE is backed by major financial institutions including BlackRock, Citadel Securities, and Charles Schwab, and winning a roughly $75 billion company gives the exchange substantially more credibility with institutional investors. If TXSE attracts additional large energy companies, Energy Transfer could benefit from becoming one of the exchange's anchor names and gaining greater visibility among investors already focused on Texas-based energy infrastructure.
More importantly, the listing decision fits the underlying environment in which Energy Transfer LP (NYSE:ET) operates. Reuters has highlighted continued investment in U.S. gas-fired generation, LNG infrastructure, and pipeline networks as electricity demand rises and countries seek reliable energy supplies. The U.S. is also building substantial additional LNG export capacity. That matters because Energy Transfer's extensive midstream network can benefit from higher volumes of natural gas, crude oil, and NGLs without taking the same direct commodity-price exposure as upstream producers. If rising power demand from data centers and continued LNG development drive greater demand for U.S. gas transportation, Energy Transfer could see expanding opportunities to place additional infrastructure into service and lock in long-duration cash flows.

#transfer #company #infrastructure #listing

All eyes are on the Fed with another higher than expected reading for core inflation. Jeff Klingelhofer, CFA, Managing Director, Portfolio Manager & Senior Research **** yst, Securitized **** ets at Aristotle Pacific, talks with host Brad Roth on this episode of Behind the Ticker about why the new Fed Chair stepping into an environment of high inflation matters for investors and bonds, and what that means for how the firm is positioning their strategies that include three new ETFs, the Aristotle Core Plus Income ETF (ARCP), the Aristotle Multi-Sector Income ETF (ARMS), and the Aristotle Short Term Income ETF (SDUR).
You can also watch this conversation here or on our YouTube, as well as find it on any of your preferred podcast streaming platforms.
A non-traditional path to fixed income: Jeff Klingelhofer started at PIMCO, moved through Tokyo and London, then took an unexpected detour into a five-person hedge fund during his Chicago MBA. That experience shaped his career trajectory, from building Thornburg's taxable fixed income desk from scratch to joining Aristotle Pacific in 2024.
The relative value philosophy: Instead of chasing yield by taking more risk within a single **** et class, Klingelhofer compares opportunities across all of fixed income, including corporates, ABS, CLOs, bank loans, and more. His go-to example: in 2020, an American Airlines corporate bond and its aircraft-backed EETC priced identically, but a month later one traded at 27 cents on the dollar while the other held at 65 cent, proof that siloed desks miss cross-market mispricing.
Three ETFs, one philosophy: Aristotle Pacific's new suite of SDUR (short-term income), ARCP (core plus), and ARMS (multi-sector income) applies this relative value lens across the risk spectrum, each targeting a different level of duration and credit exposure. All three aim to outperform passive benchmarks through active security selection rather than added risk.

#jeff #etfs

I'll be honest, I'm a bit of a value investor at heart. So, when I see rumors that AI start-up Anthropic is potentially targeting a $2 trillion IPO valuation, I get a little bit squeamish. That would value the developer of the Claude AI chatbot at 30 times revenue. That's quite pricy for someone who views a stock trading at 30 times earnings as expensive.
Despite that sky-high valuation, I'm still interested in investing in Anthropic when it goes public. While I probably won't buy IPO shares, I'd pounce if it follows the path of most big IPOs and subsequently falls after an IPO pop.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
Anthropic hasn't priced its IPO yet. However, I've seen a couple of reports suggesting it's targeting a $2 trillion valuation, which would put it ahead of the $1.8 trillion valuation at which ****** eX (NASDAQ:SPCX) priced its IPO this past June.

#NVIDIA #targeting #times

WestEnd Capital Management, an investment advisor, released its Q2 2026 investor letter. The letter can be downloaded here. WestEnd Capital Management's Core Strategy achieved a 16.3% net return in the quarter, surpassing the S&P 500's 15.0%. This performance stemmed from strong earnings generators and upward earnings revisions, showcasing U.S. companies' efficiency in converting sales into profits. S&P 500 net profit margins reached a decade-high of 14.8% in Q1 and are expected to remain above 14% in Q2 despite challenges like higher interest rates and geopolitical uncertainty. Technology remains a key focus in WestEnd's portfolio, along with investments in infrastructure, demographic shifts, financial innovation, and selective consumer opportunities. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, WestEnd Capital Management highlighted Janus Living, Inc. (NYSE:JAN). Janus Living, Inc. (NYSE:JAN) is the only U.S. publicly traded REIT focused exclusively on the senior housing sector and the only U.S. publicly traded REIT. On September 2, 2026, Janus Living, Inc. (NYSE:JAN) closed at $30.70 per share. Over the past month, Janus Living, Inc. (NYSE:JAN) returned 5.51%, and its shares are up 27.08% over the three months. Janus Living, Inc. (NYSE:JAN) has a market capitalization of $9.45 billion.
WestEnd Capital Management stated the following regarding Janus Living, Inc. (NYSE:JAN) in its Q2 2026 investor letter:
"Janus Living, Inc. (NYSE:JAN) is one of the nation's largest pure-play owners and operators of senior housing communities. Unlike traditional triple-net REITs that collect fixed lease payments, Janus generates operating income directly from resident rents and service fees. That means the company captures the full operational upside as occupancy and rental rates increase, while also ******* uming the operational risks of running its communities. Because residents pay privately rather than through Medicare or Medicaid reimbursement programs, the business is largely insulated from changes in government reimbursement policy.
The industry's long-term fundamentals remain compelling:

#westend

As the artificial intelligence build-out matures, investors must decide whether to back a specialized connectivity player like Astera Labs (NASDAQ:ALAB) or the industry ******* an NVIDIA (NASDAQ:NVDA) for their portfolios.
Astera Labs focuses on the high-speed connectivity needed to move data between processors, while NVIDIA provides the massive computing power that defines the modern data center. While both benefit from infrastructure demand, they offer different scales and market roles. Comparing their financial health and valuations reveals which provides a better balance of risk and reward.
Astera Labs designs semiconductor-based connectivity solutions that address data bottlenecks in rack-scale AI infrastructure. The company works closely with hyperscalers and AI accelerator vendors like Amazon to ensure seamless data flow. One end customer accounted for over 70% of revenue in the fiscal year ended Dec. 31, 2025, while the top three customers represented roughly 86%. Customer concentration like this adds a layer of risk to the business.
Financial performance has been strong, driven by the rapid expansion of AI data centers. In the fiscal year ended Dec. 31, 2025, revenue reached $852.5 million, representing a growth of 115.1% compared with the prior year. The company reported net income of $219.1 million, which resulted in a net margin of 25.7% for the period.
As of its December 2025 balance sheet, the current ratio stands at 10.2x. This ratio measures a company's ability to cover short term obligations with short term ******* ets, where a higher number suggests a strong liquidity position. The debt-to-equity ratio is zero, indicating that the company carries virtually no debt relative to the value of its shareholders' equity. Free cash flow reached $281.8 million in the fiscal year ended Dec. 31, 2025. Note that stock-based compensation (SBC) represented 50.1% of operating cash flow, which inflates reported cash generation since SBC is a non-cash expense added back in the cash flow statement.

#flow #year #company #fiscal

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Silver (SI=F) December futures opened at $64.69 per ounce on Wednesday, September 2, 2026, down 1.0% from Tuesday's closing price. The silver price fell further this morning, reaching $64.24 as of 6:48 a.m. ET.
The U.S. military launched its second wave of attacks against Iran in a three-day span, prompting retaliation from the Iranian military against U.S. military bases in the Middle East. This reescalation marks a significant shift from the economic-pressure approach the U.S. was taking against Iran in order to force a peace deal and reopen the Strait of Hormuz.
As a result of the renewed fighting, silver prices opened at its lowest levels in two weeks, and silver prices are sliding further in early trading.
If the fighting persists and energy prices continue to rise (Brent Crude (BZ=F) is back to near $95 a barrel), the Fed may have no choice but to raise rates later this month, putting even more downward pressure on silver prices.

#prices #Iran #price #fighting

On August 25, The Marzetti Company (NASDAQ:MZTI) closed out a fiscal year of records, even as reported quarterly sales slipped 2.2% to $465.0 million. The drop traces to the planned expiration of a temporary supply agreement rather than any softness in the core business, and once that noise is stripped out, adjusted sales actually grew. Behind the headline number sits a company generating more cash and profit than it ever has, just as a fresh food safety scare threatens to interrupt the streak.
Fiscal 2026 marked the fourth straight year of record net sales and gross profit and the third straight year of record operating income, with fourth-quarter gross profit alone reaching $114.0 million. Gross margin expanded 220 basis points to 24.5%, the twelfth consecutive quarter of improvement, as procurement, manufacturing and network changes kept squeezing out costs. Adjusted operating income rose 17.5% to $52.2 million. Growth is increasingly coming from newer names. Bachan's, the barbecue sauce brand acquired mid-year, added $15.4 million in sales in its first two months and contributed 320 basis points to consolidated growth. Scanner data showed Bachan's sales up 8.7% for the quarter with distribution points up 16.6%, and household penetration climbing from 5% to 6% since the deal closed.
Management is now extending the brand into mayo, a category it pegs at $3.4 billion in potential, and into a wing sauce made at its own Kentucky plant. Texas Roadhouse dinner rolls kept up an even faster pace, up 28.1% in the quarter and 76% for the year to $58 million, selling nearly twice as fast per distribution point as the category average. New York Bakery grew 2.8% and took 220 basis points of share to a leading 45.5%, while branded croutons picked up another 100 basis points. Record operating cash flow of $283.8 million helped fund $36.3 million in buybacks and a 63rd straight annual dividend increase.
That momentum is about to run into a real headwind. A Cyclospora outbreak is expected to cut fiscal first-quarter net sales by roughly 250 basis points in both the retail and foodservice segments, and management is modeling the recovery on a similar 2018 episode that took about four months to fade. CFO Tom Pigott was blunt about the near-term cost, saying the company does "not expect to be able to grow our margins" in the first quarter, and Marzetti is guiding to a roughly 15% decline in first-quarter operating income.

#points

Joe's $180 plumbing repair on his IRA-owned duplex could trigger a prohibited transaction, making the entire $600,000 account ordinary taxable income.
Federal rules bar IRA owners from personally performing any repair on IRA property, regardless of cost, with no dollar-based safe harbor.
A $600,000 deemed distribution would spike adjusted gross income, making 85% of Social Security benefits taxable and triggering higher Medicare premiums two years later.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Joe is a 68-year-old retiree in Arizona. Fifteen years ago, his self-directed traditional IRA bought a rental duplex. The account paid for the property, collected the rent and covered every expense. As home prices climbed, its value grew to roughly $600,000. Then a tenant called about a leaking water-heater valve. Joe drove over with a wrench and replaced it himself, saving about $180 on a plumber.

#repair #property

By Alun John and Gregor Stuart Hunter
LONDON/SINGAPORE, Aug 26 (Reuters) - The dollar edged higher but remained range-bound against major peers on Wednesday as investors awaited U.S. inflation data that could set the tone ahead of the Jackson Hole symposium ‌of central bankers later this week.
The most notable mover was the Australian dollar, which hit $0.71865, its highest level in three ‌months, after data showed the trimmed mean CPI gauge, the Reserve Bank of Australia's preferred measure of cost-of-living pressures, rose at a faster-than-expected annual rate of 3.6%.
It was last up 0.24%, just below that level.
"With underlying inflation showing no signs of slowing, there's still a risk that the RBA will deliver another rate hike over the coming months," Capital Economics ***** ysts wrote in a research note.

#inflation

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a top contributor to the performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On August 21, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $418.95 per share. The one-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 2.34%, and its shares gained 73.37% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.9 trillion with a 52-week trading range between $223.70 - $479.00.
SGA Global Growth Strategy stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor letter:
"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), the world's leading semiconductor foundry, was a top contributor to performance during the quarter. Shares were supported by sustained strength in demand for advanced logic and compute, with customers across AI accelerators and CPUs continuing to require additional capacity. TSMC remains firmly positioned at the leading edge of semiconductor manufacturing, benefiting from secular demand across high performance computing, smartphones, automotive, and AI applications. Its technology leadership and scale support sustained double digit growth, with revenue increasingly driven by recurring and repeatable categories that reduce cyclicality. Given TSMC's dominant competitive position, deep customer entrenchment, and the continued global need for advanced compute, TSMC remains well-positioned to deliver strong double-digit revenue and earnings growth over the coming years. We maintained an above average weight position du

The S&P 500 Index ($SPX) (SPY) is up by +0.58% today, the Dow Jones Industrial Average ($DOWI) (DIA) is up by +0.55%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up by +0.07%. E-mini S&P futures (ESU26) are up +0.61%, and September E-mini Nasdaq futures (NQU26) are up +0.05%.
Stock indices are moving higher today, with the Nasdaq 100 rebounding from a 1.5-week low. The broader market is supported today by lower US bond yields. The 10-year T-note yield dropped -6 bp to 4.64% today after the US Treasury announced that it will boost liquidity and double the size of buybacks for longer-dated nominal coupon securities to at least $4 billion. However, weakness in chipmaker and AI-infrastructure stocks continued today, limiting gains in the Nasdaq 100.
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.

#NASDAQ #industrial #average

Interested in Amazon.com, Inc.? Here are five stocks we like better.
Dan Loeb's Third Point trimmed its Amazon stake by roughly 10%, but the fund still holds it as a top position, suggesting routine rebalancing rather than a loss of confidence.
Other major hedge funds, including Baupost, Coatue Management, and Appaloosa, increased their Amazon holdings during the same period, indicating broad institutional confidence in the stock.
Amazon shares fell nearly 10% from highs mainly because of concerns over $220 billion in planned spending, negative free cash flow, and profit reliance on its Anthropic stake gain.
Few things unsettle investors quite like the sight of a famous name heading for the exit.

#confidence #interested

Money expert Tori Dunlap started Her First $100K with a personal financial goal: Save $100,000 by the time she turned 25. She reached that milestone in 2019, at 25 years and three months old, after saving and investing a portion of her income while also growing Her First $100K as a side hustle.
The achievement eventually became the foundation for a much bigger business — and a personal-finance empire built around helping women take control of their money. Flash forward to 2026, and Dunlap's Her First $100K has been named among Inc. 5000's fastest-growing companies in America.
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

#money #wealth #actually #tori

With a market cap of $105.4 billion, San Jose, California-based Adobe Inc. (ADBE) operates as a technology company worldwide and offers products and services that enable individuals, teams, and enterprises to create, publish, and promote content, as well as an integrated platform; and products, services, and solutions that enable brands and businesses to create, manage, execute, measure, monetize, and optimize customer experiences from ******* ytics to commerce, and more.
ADBE stock has lagged behind the broader market over the past year, declining 22% compared to the S&P 500 Index's ($SPX) 22.4% surge. Moreover, in 2026, the stock has fallen by nearly 24%, underperforming the SPX's 13.3% rise.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today

#create #california

SpaceX (SPCX) is to report second quarter earnings on August 4, offering investors their first look at how it might justify its nosebleed valuation.
Ahead of the report, shareholders are bracing for another Big Tech-style quarter, marred by heavy spending, uncertain cash flow, and a looming increase in tradable shares.
Those concerns have pushed ******* eX stock sharply below its June peak and even below its $135 IPO price.
The selling pressure stands, but according to TheFly, Cantor Fitzgerald's top ******* yst, Colin Canfield, remains firmly bullish, and at the center of it is ******* eX's upcoming earnings report.
Earnings now becomes a major test of whether Elon Musk's ******* e business can generate enough financial firepower to sustain his broader ambitions.

#quarter #below #Tech

Prairie Farms Dairy is shutting two cheese manufacturing sites in Wisconsin, resulting in the loss of almost 100 jobs.
According to WARN notices filed by the company, production is ceasing at its Shullsburg Creamery and White Hill Cheese facility.
In separate notices sent to the Wisconsin Department of Workforce Development and the mayor of Shullsburg, Prairie Farms said it is "permanently ending operations and laying off all employees" at the two facilities.
At Shullsburg Creamery, the company said the closure affects the entire facility and production staff but the retail cheese store will remain unaffected.
The WARN filing shows 43 roles will be lost at the site, spanning packaging, production and cheese operations.

#production

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Data-center operator TECfusions is planning to go public by merging with a blank-check company in a deal that will value it at about $4 billion.

#public #merging

Some offers on this page are from advertisers who pay us, which may affect which products we write about, but not our recommendations. See our Advertiser Disclosure.
Not paying your credit card bill can quickly lead to costly interest charges and fees. But if you continue to leave your bill unpaid for several months, you could also run the risk of your debt being sent to collections. When debt collectors start calling to claim an unpaid debt, remember that you have protections and rights under the law.
The Fair Debt Collection Practices Act protects you from "deceptive, unfair, and abusive debt collection practices," according to the Federal Trade Commission. Abusive debt collection practices "contribute to the number of personal bankruptcies, to marital instability, to the loss of jobs, and to invasions of individual privacy."
The law prohibits debt collectors from activities like calling you repeatedly or at odd hours, threatening you with violence, disclosing your personal information to third parties, and more. For example, debt collectors cannot contact you before 8 a.m. or after 9 p.m., and they cannot call you more than seven times within a seven-day period.
Debt collectors also are not allowed to tell other people about your debt. Though they may reach out to friends and family members to find out your contact information, they cannot discuss your debt.

#collection

Apple (AAPL) is the world's most valuable technology company, founded in 1976 by Steve Jobs, Steve Wozniak, and Ronald Wayne, and headquartered in Cupertino, California. The company designs, manufactures, and markets a deeply integrated ecosystem of hardware, software, and services spanning iPhone, Mac, iPad, Apple Watch, AirPods, and Apple TV, alongside a high-margin Services portfolio encompassing the App Store, iCloud, Apple Music, Apple TV+, Apple Pay, and AppleCare.
With over 2.5 billion active devices globally, a market capitalization of approximately $4.63 trillion, and an imminent CEO transition from Tim Cook to hardware chief John Ternus, Apple remains the defining benchmark of consumer technology innovation and capital efficiency.
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FedEx Freight Holding Company, Inc. (NYSE:FDXF) was among the stocks Jim Cramer discussed during Mad Money, as he called the growing wave of stock offerings and debt issuance a threat to the bull markett. Cramer gave his long-term thesis on the business, as he said:
Now, let's talk about FedEx Freight, which, you know, really had the more dramatic pullback… Just like with FedEx, though, I'm not worried. FedEx Freight's been getting slammed because this is what happens right after this kind of corporate breakup. FedEx gave all the shareholders a chunk of FedEx Freight, right? So you're a FedEx shareholder. Suddenly you get this FedEx Freight, and you don't know what it is. You just say, "Oh, I don't need this little thing," and you throw it away. It causes a temporary beat down… FedEx Freight's now experiencing, I'd say what I think is a level where it reminds me very much of reverse and bottom. Doesn't help that when the company reported on June 25th, though, the numbers were quirky… and the stock fell nearly 3% the next day.
Quirky because I don't want to be too, I want to be a little more subjective about this. See, FedEx Freight offered limited numbers in its first report as a public company. There was no earnings per share figure, but what we did was get at least pretty solid, I thought… Making things worse, FedEx Freight also gave odd guidance. Like their old parent company, they moved from a fiscal year ending in May to a standard calendar year. Now, they're in a transition period, the seven months from June through December, because their fiscal 2026 is over but the new calendar doesn't… [start] until 2027 in January…
My thesis is much more simple and much longer term. FedEx Freight is instantly the largest player in the less-than-truckload market, which is an attractive one as the freight business comes out of a multi-year bear market with much less capacity, kind of what happened to the airlines. I think FedEx Freight also benefits from being an independent company with dedicated management that can think solely about how to improve service and grow the business rather than being buried within a larger entity where its profitability was not a priority. That's why I want to own this one for the long haul.
Photo by Yiorgos Ntrahas on Unsplash

Citi's latest call on Micron Technology (MU) comes down to one clear tailwind. The firm added MU to its upside Catalyst Watch because it expects stronger DRAM pricing in the second half of 2026.
That view looks even more interesting when you look at Citi's bigger pricing outlook. The bank expects DRAM prices to nearly triple next year, which would be a big win for Micron since its revenue and margins move closely with memory prices.
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EV-making juggernaut Tesla (TSLA) has reported its second-quarter vehicle delivery and production numbers above expectations. The company delivered 480,126 vehicles during the quarter, representing a 25% year-over-year (YoY) increase, while ***** ysts expected around 406,600 deliveries. Tesla produced 451,758 vehicles in Q2.
While markets did not reward the news, as TSLA stock dropped 7.5% intraday on July 2, this indicates a turnaround as Tesla tries to stage a comeback from consecutive annual declines in auto sales. High oil prices were a tailwind for Tesla during the quarter. However, with oil prices returning to pre-war levels, the second half might not show blockbuster numbers.
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Interested in The Wendy's Company? Here are five stocks we like better.
Wendy's, with 33% short interest, could see a short squeeze as new CEO Bob Wright pursues digital initiatives and international growth ahead of August earnings.
AST **** e Mobile faces short interest above 20% despite long-term 5G contracts with carriers like Verizon and Vodafone and nearly $4 billion in liquidity.
Both companies carry Reduce consensus ratings, but underlying **** yst data show majority Hold or Buy ratings and potential upside in their price targets.
Short sellers are often among the most disciplined investors on Wall Street, willing to sell into markets that everyone else is buying.

Dell Technologies (DELL) stock still looks undervalued, based on free cash flow ***** ysis and ***** ysts' revenue forecasts. Moreover, shorting 2-week puts at a 6% out-of-the-money (i.e., lower) DELL strike price yields over 3.8%. This article will show how this play works.
DELL closed at $392.32 on Thursday, July 2, off from a June 1 peak of $465.96 (i.e.,-15.8%), after its May 28 Q1 earnings release., But it's well up from May 27, when it closed at just $305.32 (+28.5%).
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