Diamond Hill Capital, a First Eagle Investment Management company, issued its Q2 2026 investor letter for its "Mid Cap Strategy". A copy of the Q2 2026 investor letter can be downloaded here. In the quarter, equity markets posted strong returns as resilient economic growth and robust corporate earnings supported investor sentiment, although AI-related companies continued to dominate market leadership. Technology was the strongest-performing sector, while industrials also advanced and energy lagged as oil prices declined. The Fund returned 7.92% and the Russell Midcap Index returned 13.83%. Health care holdings were the largest positive contributor, supported by strength across managed care, diagnostics, and life sciences. However, stock selection and an underweight position in information technology remained the main relative headwinds. The strategy maintained limited exposure to highly valued semiconductor and memory companies, reflecting concerns that current valuations ***** ume an extended period of elevated AI spending. It also continued to ***** s software and services businesses individually based on how AI may affect their long-term competitive positions. Management emphasized higher-quality companies, attractive valuations, capital preservation, and durable long-term compounding while remaining cautious about elevated valuations, concentrated leadership, and the sustainability of the current AI investment cycle. Please review the Strategy's top five holdings for its key selections.
In its Q2 2026 investor letter, Diamond Hill Capital Mid Cap Strategy highlighted Regal Rexnord Corporation (NYSE:RRX) as a notable contributor. Regal Rexnord Corporation (NYSE:RRX) is a leading industrial company that offers sustainable power solutions, transmission, and control motion products. On August 4, 2026, Regal Rexnord Corporation (NYSE:RRX) closed at $220.04 per share, reflecting a market capitalization of $12.59 billion. Regal Rexnord Corporation (NYSE:RRX) posted a one-month return of -10.87%, while its shares gained 27.56% over the past 52 weeks.
Diamond Hill Capital Mid Cap Strategy stated the following regarding Regal Rexnord Corporation (NYSE:RRX) in its Q2 2026 investor letter:
"Shares of electrical product manufacturer Regal Rexnord Corporation (NYSE:RRX) rose in 2Q26 after reporting solid results on strong data center demand. Merger synergies and operational improvement initiatives drove better-than-expected organic growth and margin expansion, and we believe the market has yet to fully reflect the benefits of these efforts."

#regal #corporation #NYSE #capital

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.
Wondering how to get cheap life insurance? It may be easier than you think. A new study by LIMRA found that adults under age 30 overestimate the cost of life insurance by 10 to 12 times more than it actually costs.
The reality is, some healthy adults could get affordable life insurance for about what they'd spend on a streaming subscription each month. The trick lies in buying coverage while you're young, choosing term life insurance over permanent coverage when appropriate, and comparing quotes from several insurers before making a decision.
For most people, cheap life insurance comes down to a policy you can comfortably afford. And the amount you can comfortably afford might look different from your friend, coworker, or neighbor.
Affordable life insurance also comes down to you getting a good price for the coverage you actually need. For example, a $500,000 policy will almost always cost less than a $1 million policy. But if your family would need far more than $500,000 to replace your income, pay off a mortgage, or cover future expenses, choosing the lowest premium could leave them financially vulnerable.

#insurance #coverage

Princeton, New Jersey-based Bristol-Myers Squibb Company (BMY) discovers, develops, licenses, manufactures, markets, distributes, and sells biopharmaceutical products worldwide. With a market cap of $129.9 billion, the company offers products for oncology, hematology, immunology, cardiovascular, neuroscience, and other areas.
Shares of BMY have rallied the broader market over the past year, surging 33.9% compared to the S&P 500 Index's ($SPX) 16.3% surge. Moreover, in 2026, the stock has risen by nearly 17.9%, outpacing the SPX's 8.5% gain.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Nasdaq Futures Plunge as Chip Selloff Rages On, FOMC Meeting and Earnings on Tap
Ahead of Microsoft Earnings, Here's What Barchart Data Says Comes Next for MSFT Stock

#products #bristol #squibb

Vinted, one of Europe's largest marketplaces for buying and selling pre-owned items between private individuals, will direct customers in Germany to ship or exchange goods through DHL Group's (XETRA: DHL) network of parcel lockers and digital kiosks, under a new strategic partnership aimed at making peer-to-peer purchases as convenient as ones through online retailers.
Private-party sales of used items through online marketplaces have become very popular in Germany. According to the latest DHL E-Commerce Trends Report, 67% of online shoppers in the country have already sold items via a digital platform.
Vinted and DHL announced Wednesday they are working together to expand and simplify the shipping and collection of Vinted parcels through DHL's network of Packstations (automated, self-service locker systems that allows users to send, receive and drop-off parcels around the clock), Poststations (digital Deutsche Post retail outlets where users can take care of postal business) and DeinFach lockers (a carrier neutral parcel locker network).
DHL operates the most extensive parcel shipping network in Germany, including 41,000 parcel drop-off and collection points at post offices, parcel shops and automated facilities.
The Vinted collaboration builds on a multi-month pilot program that both companies recently completed, DHL spokeswoman Sarah Preuss explained in an email message.

#parcel

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Getting rejected from jobs is frustrating. Getting rejected over and over again while being told it's your own fault can make it even worse.
That's the situation one Gen Z job seeker found themselves in after a heated argument with their father about today's hiring market. Despite months of searching, earning a forklift license and trying to move into technical roles, opportunities kept slipping away, the young worker said in a recent Reddit post.
"It must be YOU who is doing something wrong," they recalled their father telling them after a layoff. "I genuinely exploded because I spent months looking for any job."
Don't Miss:

#don 't

Mark Cuban sees another massive workplace shift coming, and it could impact how Americans build careers.
The billionaire investor of 'Shark Tank' fame believes AI could now play a much bigger role in how workers deal with challenging situations, sharpen their judgment, and prepare for more valuable work.
In turn, that allows businesses to train people a lot quicker and at a far lower cost.
Cuban is among the select group of investing giants who remain broadly optimistic about AI. He feels that businesses that embrace AI will become much more productive, while workers who use it will still find opportunities.
Nevertheless, that prediction underscores an uncomfortable trade-off.

#tank

Bond traders and Federal Reserve Chairman Kevin Warsh are in agreement on a crucial point: The central bank's fight against inflation still seems far from over. The Labor Department report that US consumer prices in June saw the first monthly drop since 2020 was met with relief in financial markets, where investors last week rapidly unwound bets that the central bank might start raising interest rates later this month. Rob Sockin, Chief Economist at PGIM, discusses his base case of three rate hikes in 2026.

#bond #labor #june

Twin Vee PowerCats (NASDAQ: VEEE) shares surged more than 370% on Monday, trading around $23, after the company announced a definitive agreement for a transformative transaction involving a merger with a subsidiary of USFM Corporation and the privatization of its marine business.
Under the agreement, a subsidiary of USFM Corporation, a developer of strategic mineral interests in Greenland, will merge with and into Twin Vee. Existing Twin Vee shareholders will receive equity in the combined public company as part of the transaction.
Before the merger closes, Twin Vee plans to establish a Delaware statutory trust that will hold the ****** ets and liabilities ****** ociated with its marine business, which includes the Twin Vee and Bahama Boat Works brands. Existing shareholders will receive non-transferable contingent value rights (CVRs) in the trust, which will entitle holders to potential future distributions generated from the operations of the privately held marine business.
The company said the structure is intended to unlock value for shareholders, provide the marine business with additional strategic and financial flexibility, and support future growth opportunities.
"This transaction represents an important milestone for the company," Kevin Schuyler, lead independent director of Twin Vee, said in a statement.

Dongfeng Motor is preparing to enter Canada's electric vehicle (EV) market, capitalising on a low-tariff quota negotiated by Prime Minister Mark Carney earlier this year.
The Chinese state-owned manufacturer will display EV models at a Montreal event this week and is currently pursuing certification for its vehicles with Canadian regulators.
Julie Mazorra Fernández, director of North World Industry – the firm set to distribute Dongfeng vehicles in Canada – was quoted in a Bloomberg report as saying the company anticipates launching its first two models next year.
In 2024, Carney's predecessor, Justin Trudeau, introduced a 100% tariff on Chinese-manufactured EVs, layered atop the existing 6.1% rate, which effectively excluded Chinese brands from the Canadian market and prompted Tesla to restructure its supply arrangements.
Carney struck a deal with Chinese President Xi Jinping in January to suspend the 100% surtax on as many as 49,000 Chinese-made EVs for an initial 12-month period, with China agreeing in return to lift its own tariffs on select Canadian farm exports.

By
July 8, 2026 9:00 am ET
Listen
(2 min)
JPMorgan Chase JPM 1.47%
increase; up pointing triangle
is setting its sights on small-company deals for its next leg of growth in investment banking.

Corn price action is 1 to 2 ¼ cents so far on Tuesday morning. Futures closed the Monday session holding onto the rally and closing near the highs, up 14 ½ to 16 ¼ cents across the front months and 8 to 10 ½ cents higher in the deferreds. Short covering was noted, with open interest dropping 5,923 contracts, mainly in the front three contracts. There were another 9 deliveries issued against July corn overnight. The CmdtyView national average Cash Corn price was 15 cents higher at $4.08 3/4.
The weekly Crop Progress report showed 16% of the US corn crop silking by July 5, 2 percentage points ahead of the 5-year average, with 3% in the dough stage. US condition ratings were left at 67% in good to excellent condition, as the Brugler500 index was also steady at 371.
Coffee Prices Surge on Brazil Weather Risks
Coffee Prices Surge as Brazil's Harvest is Delayed
Heavy West African Rains Push Cocoa Prices Sharply Higher

Sign in to access your portfolio

High-yield municipal bonds combine higher income with tax advantages: Their federally tax-exempt income can produce tax-equivalent yields that rival many taxable high-yield corporate bond funds.
HYMU and HYD take different approaches: HYMU emphasizes active management and higher yields, while HYD prioritizes somewhat stronger credit quality, lower duration, and passive index tracking.
Pay attention to credit quality and duration, not just yield: Lower-rated issuers increase credit risk, while longer-duration portfolios are more sensitive to interest rate changes, making both important considerations before investing.
Don't wait: the ***** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
I'm generally not a fan of high-yield corporate bond ETFs for retirees, and it has very little to do with credit risk. My bigger concern is taxes. Unless you hold them inside a tax-advantaged account such as a Roth IRA, the interest they generate is typically taxed as ordinary income at the federal level and, in many cases, at the state and local levels as well.

By
Updated July 1, 2026 8:22 am ET
Listen
(1 min)
Kroger KR 3.52%
increase; up pointing triangle
agreed to acquire food and pharmacy retailer Giant Eagle for $1.65 billion in cash and ****** umed liabilities.

Argus
•
Jun 30, 2026
Symbols
Sector(s)

Ur-Energy Inc. (NYSEAMERICAN:URG) is one of the 8 High Growth Penny Stocks to Buy.
On June 17, 2026, Ur-Energy Inc. (NYSEAMERICAN:URG) announced the completion of its 100th shipment of U3O8 uranium concentrate from its flagship Lost Creek ISR facility in Wyoming. The milestone shipment departed the Lost Creek Plant on June 11, 2026, bringing Ur-Energy's total pounds of U3O8 shipped to more than 3.5M since operations began in 2013.
Earlier in June, Ur-Energy announced results from its Annual General and Special Meeting of Shareholders held on June 4, including the election of directors. Shareholders representing approximately 70.84% of the company's issued and outstanding common shares were represented at the meeting. BDO USA was reappointed as independent auditor, and the "say on pay" vote to approve executive compensation received 97.63% support. The advisory vote on the preferred frequency of executive compensation voting received 98.20% support for every year, and the board adopted that preference until the next "say when on pay vote" in 2032. Shareholders also approved renewal of the company's Amended and Restated Stock Option Plan.
Last month, Northland raised its price target on Ur-Energy Inc. (NYSEAMERICAN:URG) to $2.35 from $1.85 previously and kept an Outperform rating on the shares, citing increased uranium price expectations.
Ur-Energy Inc. (NYSEAMERICAN:URG) acquires, explores, develops, and operates uranium mineral properties in the United States.

Accenture plc (NYSE:ACN) is one of the top trending US stocks to buy now. Truist cut the price target on Accenture plc (NYSE:ACN) to $150 from $210 on June 22 and maintained a Hold rating on the shares. The rating update came after the company's fiscal Q3 earnings report, with the firm telling investors in a research note that the impact of the Middle East emerged with around a $100 million revenue headwind that is expected to extend into fiscal Q4 and beyond. It further stated that the firm has previously flagged headwinds from factors such as geopolitical uncertainty, pressured budgets, and AI-driven revenue cannibalization. Truist also noted that fiscal Q3 results showed signs of these headwinds emerging as FY26 revenue guidance was lowered, and the management noted a larger portion of the guide would be in play due to macro uncertainty.
Accenture plc (NYSE:ACN) also received a rating update from Susquehanna the same day, with the firm lowering the price target on the stock to $140 from $186 and maintaining a Neutral rating on the shares.
Accenture plc (NYSE:ACN) is a global professional services company that combines technology and leadership in data, cloud, and AI with functional expertise, industry experience, and global delivery capability. The company's services include Strategy & Consulting, Technology, Operations, Industry X, and Song, and its operations are divided into the following geographical segments: North America, EMEA, and Growth Markets.
While we acknowledge the potential of ACN 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.
READ NEXT: 15 Stocks That Will Make You Rich in 10 Years AND 12 Best Stocks That Will Always Grow.

Few congressional portfolios attract as much scrutiny as Nancy Pelosi's.
Her husband, Paul Pelosi, who executes the family's trades, has previously disclosed bets on Microsoft and Alphabet that outpaced the S&P 500.
His latest moves may draw even more attention.
Investing.com reports that Pelosi purchased call options on both Intel (INTC) and Uber (UBER) on May 29, 2026, with a combined disclosed value of up to $6 million.
The Stop Trading on Congressional Knowledge (STOCK) Act requires members of Congress to disclose financial transactions within 45 days.

Forget the chips. Forget the code.
The most expensive, in-demand commodity in the entire $3-trillion AI revolution is not a patented algorithm or a new Nvidia GPU.
It's power.
Specifically, a secure, high-voltage connection to the electrical grid that can deliver $100-500 million worth of juice to a new data center.
Right now, the largest, richest companies on Earth—Google, Microsoft, Amazon—are in an unprecedented global land rush for energy.

By Chibuike Oguh
NEW YORK, June 24 (Reuters) - Stocks fell on Wednesday, erasing early Wall Street gains and leaving European shares little changed, as valuation worries continued to weigh on sentiment, while the dollar climbed to a ‌one-year high.
On Wall Street, the benchmark S&P 500 and the Nasdaq ended lower while the Dow gained. Consumer discretionary, ‌industrials and utilities stocks drove gains. Energy stocks were the biggest losers as the continued flow of crude oil through the Strait of Hormuz pushed prices toward four-month lows.
Technology stocks reversed early gains and continued their descent following a selloff on Tuesday. Sentiment has been fragile as investors priced in at least one rate hike from the Federal Reserve this year.
The Dow Jones Industrial Average rose 0.35%, the S&P 500 fell 0.1%, and the Nasdaq Composite fell 0.43%.

As Silicon Valley debates whether AI will replace millions of office workers, one of the executives building the technology's underlying infrastructure says Gen Z shouldn't buy into the apocalyptic job displacement predictions. Matt Garman, CEO of Amazon Web Services, argued that forecasts of mass white-collar job losses—including warnings from Anthropic CEO Dario Amodei that AI could eliminate up to half of entry-level office jobs—don't hold up under scrutiny.
"If you believe that half of jobs get wiped out, the whole economy collapses on itself," Garman said on an episode of the Platformer podcast released Tuesday. "Everything goes away. You're not going to have AI, and then you have to go back to those other jobs at some point. The math doesn't work out."
Instead, Garman said AI will reshape work rather than eliminate it outright. While some jobs may not exist in the future, new jobs will emerge, he argued, because economies simply depend on workers earning money and spending it.
He likened the current AI boom to the arrival of Microsoft Excel, which largely replaced workers who spent their days performing calculations by hand. Those jobs changed, but workers adapted by learning new tools.
"I do think that half of white-collar jobs may change, but wipe out and change are different," Garman added.

Europe's private capital ****** et class has split into two markets that barely resemble each other, said advisers and fund managers at the SuperReturn International event in Berlin earlier in June. At one end sits a narrow band of prized ****** ets drawing fierce competition from funds and lenders, while at the other there's a growing backlog of companies struggling to find a buyer.
"It's a bifurcated market," confirms Matthias Weissinger, partner at McDermott Will & Schulte. "There are very good ****** ets that everyone is running towards, and that's driving down pricing and terms in the mid-market. Then there's a bunch of stuff that no one really wants to touch."
Meanwhile, the deals in-between these two groupings — which are deemed to be merely acceptable — are often seeing sales processes stall, market participants said. Adding to the complexity, buyers are also grappling with AI disruption and geopolitical uncertainty, which has increased the potential for valuation mismatches.
Shape shift
For all these headwinds, the market's resources remain plentiful as private credit funds continue to raise large pools of capital and lenders remain eager to deploy it — though participants say their conviction is increasingly concentrated on a narrow group of ****** ets.
That dynamic is reshaping Europe's private capital markets. Private credit has become the financing tool of first resort for sponsor-backed transactions, panellists at SuperReturn said, with much of today's activity revolving around refinancings, repricings and amend-and-extend transactions rather than new buyouts.

Palantir's (PLTR) chart just cracked. Salesforce (CRM) is still sliding toward its next test.
Palantir stock dropped to a one-year low Monday and continued to edge lower Tuesday morning, putting it on track for a fifth straight decline. Salesforce stock is posting a small bounce, setting up to snap a 14-day losing streak, the worst run in the stock's history.
The charts still look rough.
Palantir's first line is near $125, the old floor of its prior trading range. Bulls need the stock back above that level fast to argue the breakdown was a bear trap, or a failed move lower that forces sellers to chase the stock back up.
That is not happening yet.