4 days ago
SCHD (Schwab U.S. Dividend Equity ETF) is a low-cost index fund that owns about 100 high-quality, dividend-growing companies that are built for rising income and long-term total return. JEPI (JPMorgan Equity Premium Income ETF) is an actively managed fund that owns low-volatility stocks and sells call options to generate a high monthly payout, meaning it's built for maximum current income at the cost of upside. In short: SCHD is for growing your income over time; JEPI is for maximizing your income right now.
Feature
JEPI
SCHD
Strategy
#fund #high
Feature
JEPI
SCHD
Strategy
#fund #high
5 days ago
After signing what President Donald Trump touted as "the biggest oil deal in world history" to take majority control of 65 billion barrels of proven crude oil reserves in Venezuela, the U.S. Administration is setting its sights on the South American country's potentially vast gold and critical minerals wealth.
The Trump Administration is weighing measures to involve U.S. companies in Venezuela's gold and critical minerals and has held initial meetings with firms to see if there is interest in engaging in the Venezuelan mining sector, sources with knowledge of the plans told Reuters this week.
Securing gold and critical minerals from Venezuela could help the U.S. with its supply of metals crucial for defense technology and applications that don't depend on China. Moreover, greater access for U.S. and Western firms in Venezuela's minerals sector would further undermine Chinese and Russian influence in the country, which the ousted Venezuelan leader, Nicolas Maduro, deposed and arrested by the U.S. in January, had enjoyed.
"We are all watching the oil situation closely and recognize there could be a parallel track with critical minerals," an executive from a critical minerals firm who met with the U.S. Administration about Venezuela, told Reuters.
However, the path to mining Venezuela's minerals would not be as straightforward as it arguably is for the oil reserves. Operators generally know how much crude oil Venezuela has (the biggest reserves in the world), but no one really knows the reserves and mining potential of the gold and critical minerals deposits.
#venezuela
The Trump Administration is weighing measures to involve U.S. companies in Venezuela's gold and critical minerals and has held initial meetings with firms to see if there is interest in engaging in the Venezuelan mining sector, sources with knowledge of the plans told Reuters this week.
Securing gold and critical minerals from Venezuela could help the U.S. with its supply of metals crucial for defense technology and applications that don't depend on China. Moreover, greater access for U.S. and Western firms in Venezuela's minerals sector would further undermine Chinese and Russian influence in the country, which the ousted Venezuelan leader, Nicolas Maduro, deposed and arrested by the U.S. in January, had enjoyed.
"We are all watching the oil situation closely and recognize there could be a parallel track with critical minerals," an executive from a critical minerals firm who met with the U.S. Administration about Venezuela, told Reuters.
However, the path to mining Venezuela's minerals would not be as straightforward as it arguably is for the oil reserves. Operators generally know how much crude oil Venezuela has (the biggest reserves in the world), but no one really knows the reserves and mining potential of the gold and critical minerals deposits.
#venezuela
12 days ago
Tyson Foods lowered its fiscal 2026 revenue growth forecast to 1.5%-2.0%, down from 2.5%-3.5%.
The company expects significant losses in its beef segment due to volatile cattle prices and shortages.
Tyson Foods shares dropped 7% after the revised outlook and are down 11% year-to-date.
Tyson Foods updated its fiscal 2026 outlook Thursday. Investors aren't too pleased.
Shares of Tyson Foods (TSN) sank roughly 7% in morning trading after the meat giant reduced its full-year revenue growth and adjusted operating income projections, "primarily driven by significant margin compression amid volatile cattle prices and one of the most severe cattle shortages in U.S. history, as well as the expected impact of lower cattle prices on the value of live cattle inventories."
#foods #prices #shares
The company expects significant losses in its beef segment due to volatile cattle prices and shortages.
Tyson Foods shares dropped 7% after the revised outlook and are down 11% year-to-date.
Tyson Foods updated its fiscal 2026 outlook Thursday. Investors aren't too pleased.
Shares of Tyson Foods (TSN) sank roughly 7% in morning trading after the meat giant reduced its full-year revenue growth and adjusted operating income projections, "primarily driven by significant margin compression amid volatile cattle prices and one of the most severe cattle shortages in U.S. history, as well as the expected impact of lower cattle prices on the value of live cattle inventories."
#foods #prices #shares
12 days ago
Michael Burry, the investor made famous by "The Big Short," told readers of his Substack in February that there was "one specific aspect of their financials that I find troubling" about Nvidia (NVDA). The number he pointed at was purchase obligations of $95.2 billion in the company's fiscal 2026 annual report, "up from $16.1 billion the same time last year." Six months later, Nvidia has filed again, and the comparable commitment line is far larger.
The Feb. 26, 2026 post was ******* led "Short Thought: Nvidia Ratchets Up the Risk." Burry's summary of what the figure meant, quoted at the time by CNBC and Business Insider, was blunt: "This is not business as usual. This is risk." He wasn't describing a crash in progress, just a balance sheet he thought had taken on a new kind of exposure, and Barchart reported the post when it landed.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #risk #business
The Feb. 26, 2026 post was ******* led "Short Thought: Nvidia Ratchets Up the Risk." Burry's summary of what the figure meant, quoted at the time by CNBC and Business Insider, was blunt: "This is not business as usual. This is risk." He wasn't describing a crash in progress, just a balance sheet he thought had taken on a new kind of exposure, and Barchart reported the post when it landed.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
Jensen Huang: Nvidia's Vera Rubin Platform Turns Electricity Into a $40 Billion Cash Machine
#Stock #risk #business
14 days ago
Elastic N.V. (NYSE:ESTC) delivered a quarter that should have won over Wall Street. An earnings beat, growing enterprise adoption of its AI-powered search and cloud platform, and guidance pointing to continued revenue growth through fiscal 2027.
The AI-fueled beat led shares spiking more than 15% in after-hours trading, but DA Davidson chose to remain Neutral on the stock. On August 28, the firm raised its price target on Elastic NV (NYSE:ESTC) shares to $100 from $80 while maintaining a Neutral rating.
For first quarter of fiscal 2027 ending July 31, 2026, the Search AI Company announced total revenues of $478 million, an increase of 15% year-over-year. Total subscription revenue also rose by the same percentage year-over-year to $449 million. Sales-led subscription revenue was $399 million, an increase of 18% year-over-year.
Sales-led subscription revenue is a reflection of Elastic's progress with its larger customers, a segment management is explicitly focused on to improve for achieving its long-term financial and product milestones. The company also reported adding more than 80 customers with annual contract value above $100,000, bringing the total to over 1,800.
Firm Da Davidson particularly mentioned the company's improving demand for Elastic's Security solution backed by a heightened threat landscape.
#estc
The AI-fueled beat led shares spiking more than 15% in after-hours trading, but DA Davidson chose to remain Neutral on the stock. On August 28, the firm raised its price target on Elastic NV (NYSE:ESTC) shares to $100 from $80 while maintaining a Neutral rating.
For first quarter of fiscal 2027 ending July 31, 2026, the Search AI Company announced total revenues of $478 million, an increase of 15% year-over-year. Total subscription revenue also rose by the same percentage year-over-year to $449 million. Sales-led subscription revenue was $399 million, an increase of 18% year-over-year.
Sales-led subscription revenue is a reflection of Elastic's progress with its larger customers, a segment management is explicitly focused on to improve for achieving its long-term financial and product milestones. The company also reported adding more than 80 customers with annual contract value above $100,000, bringing the total to over 1,800.
Firm Da Davidson particularly mentioned the company's improving demand for Elastic's Security solution backed by a heightened threat landscape.
#estc
19 days ago
Several stocks outpaced Nvidia (NVDA) in after-hours trading Wednesday, even as Nvidia earnings beat second quarter revenue and profit estimates.
Okta, Salesforce, CrowdStrike, and Veeva Systems all posted bigger percentage gains than Nvidia after their own quarterly results topped Wall Street forecasts.
Nvidia posted adjusted earnings of $2.22 per share on revenue of $96.22 billion for its fiscal second quarter. Both figures topped the $2.10 per share and $92.17 billion ******* ysts polled by LSEG had expected.
Guidance also came in strong. Management pointed to $108 billion in third quarter revenue, above consensus estimates. Despite the beat, the stock added only 4% after hours, a modest reaction given the scale of the numbers.
Okta (OKTA) jumped about 19% postmarket, the largest gain among Wednesday's reporters. The identity management company posted adjusted earnings of $1.05 per share on $805 million in revenue. ******* ysts surveyed by LSEG had expected 97 cents per share and $795 million. Okta also raised its full year earnings and revenue guidance.
#okta #earnings #posted
Okta, Salesforce, CrowdStrike, and Veeva Systems all posted bigger percentage gains than Nvidia after their own quarterly results topped Wall Street forecasts.
Nvidia posted adjusted earnings of $2.22 per share on revenue of $96.22 billion for its fiscal second quarter. Both figures topped the $2.10 per share and $92.17 billion ******* ysts polled by LSEG had expected.
Guidance also came in strong. Management pointed to $108 billion in third quarter revenue, above consensus estimates. Despite the beat, the stock added only 4% after hours, a modest reaction given the scale of the numbers.
Okta (OKTA) jumped about 19% postmarket, the largest gain among Wednesday's reporters. The identity management company posted adjusted earnings of $1.05 per share on $805 million in revenue. ******* ysts surveyed by LSEG had expected 97 cents per share and $795 million. Okta also raised its full year earnings and revenue guidance.
#okta #earnings #posted
21 days ago
U.S. stock futures were flat Wednesday morning as markets braced for two closely watched events: the release of July's personal consumption expenditures price index and Nvidia's second-quarter earnings report after the closing bell.
S&P 500 futures edged down 0.1% and Nasdaq-100 futures slipped 0.2%; Dow Jones Industrial Average futures were up 6 points, equivalent to a 0.01% gain. Tuesday's session extended the Dow's winning streak to three straight sessions, with the index rising 160.24 points, or 0.3%. Both benchmarks closed higher Tuesday, with the S&P 500 up 0.3% and the Nasdaq Composite finishing 0.7% ahead, each benefiting from retreating bond yields and weaker oil prices.
The PCE price index — the Federal Reserve's preferred measure of inflation — is set for release at 8:30 a.m. ET. Economists expect a 0.1% rise month-over-month and a 3.6% year-over-year increase for July, according to CNBC. That would mark a slight improvement from June, when prices rose 3.7% on an annual basis and fell 0.1% on a monthly basis.
The report arrives as bond markets remain in focus. The 10-year Treasury yield gave back nearly 8 basis points on Tuesday, reversing some of the climb that had pushed the 30-year bond rate to its highest mark in close to two decades last week.
Nvidia is set to report after the close alongside Salesforce and CrowdStrike. ******* ysts polled by FactSet, as compiled by CNBC, forecast Nvidia will post $2.09 per share in earnings on revenue of $92.28 billion. Nvidia's valuation has crossed the $5 trillion threshold, making it the S&P 500's top constituent, and investors are looking to its quarterly figures for clues about the direction of equities more broadly.
#NASDAQ
S&P 500 futures edged down 0.1% and Nasdaq-100 futures slipped 0.2%; Dow Jones Industrial Average futures were up 6 points, equivalent to a 0.01% gain. Tuesday's session extended the Dow's winning streak to three straight sessions, with the index rising 160.24 points, or 0.3%. Both benchmarks closed higher Tuesday, with the S&P 500 up 0.3% and the Nasdaq Composite finishing 0.7% ahead, each benefiting from retreating bond yields and weaker oil prices.
The PCE price index — the Federal Reserve's preferred measure of inflation — is set for release at 8:30 a.m. ET. Economists expect a 0.1% rise month-over-month and a 3.6% year-over-year increase for July, according to CNBC. That would mark a slight improvement from June, when prices rose 3.7% on an annual basis and fell 0.1% on a monthly basis.
The report arrives as bond markets remain in focus. The 10-year Treasury yield gave back nearly 8 basis points on Tuesday, reversing some of the climb that had pushed the 30-year bond rate to its highest mark in close to two decades last week.
Nvidia is set to report after the close alongside Salesforce and CrowdStrike. ******* ysts polled by FactSet, as compiled by CNBC, forecast Nvidia will post $2.09 per share in earnings on revenue of $92.28 billion. Nvidia's valuation has crossed the $5 trillion threshold, making it the S&P 500's top constituent, and investors are looking to its quarterly figures for clues about the direction of equities more broadly.
#NASDAQ
22 days ago
XRP (XRP) has outperformed all other crypto **** ets in the top 5 with an impressive 50% gain in just 7 days after the U.S. Securities and Exchange Commission (SEC) released a new regulatory framework for the industry.
Moreover, Ripple was one of the companies invited to the White House for President Donald Trump's crypto summit, a gathering where the head of state affirmed his commitment to get the Clarity Act passed this year.
Trading volumes for XRP have jumped to more $6 billion in the past 24 hours alone after spending months in the freezer. This figure accounts for over 6% of the **** et's circulating market cap, as five consecutive days of gains pulled off a massive short squeeze.
With more than $100 million worth of XRP shorts being liquidated in the past five days alone, this qualifies as one of the most dramatic bloodbaths for bears in the token's history.
The last time we saw liquidations of this magnitude was October 10, back when a flash crash swept the crypto market into its latest bearish cycle. Volatility was quite high at that point, and the market flushed out excessively leveraged shorts as it also evaporated billions in long positions.
#days #past
Moreover, Ripple was one of the companies invited to the White House for President Donald Trump's crypto summit, a gathering where the head of state affirmed his commitment to get the Clarity Act passed this year.
Trading volumes for XRP have jumped to more $6 billion in the past 24 hours alone after spending months in the freezer. This figure accounts for over 6% of the **** et's circulating market cap, as five consecutive days of gains pulled off a massive short squeeze.
With more than $100 million worth of XRP shorts being liquidated in the past five days alone, this qualifies as one of the most dramatic bloodbaths for bears in the token's history.
The last time we saw liquidations of this magnitude was October 10, back when a flash crash swept the crypto market into its latest bearish cycle. Volatility was quite high at that point, and the market flushed out excessively leveraged shorts as it also evaporated billions in long positions.
#days #past
23 days ago
The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) has delivered a 13.4% annualized total return since its inception in 2011, while growing its payout at an 11.2% compound annual rate since 2017. If the dividend ETF maintains its current pace, the share price would grow from $35 to around $90 by the end of 2035, while the yield on cost would rise from 3.1% to over 8% by then.
Here's a look at what drives that view.
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 »
The Schwab U.S. Dividend Equity ETF has been a compounding machine. The share price has risen at an average annual rate of around 10% since inception. Add in the high-yielding dividend (SCHD currently yields 3.1%), and the annualized total return is 13.4%. That's a fantastic return for a lower-risk, dividend-focused investment. A big driver of those returns is the rapidly rising dividend.
If the ETF's price continues to grow by more than 10% annually, it would approach $90 a share by the end of 2035. That's a more than 150% increase. Meanwhile, if the dividend continues to grow at its recent historical pace of more than 11%, it would rise from the current annualized rate of $1.05 per share to over $2.90 per share by the end of 2035. That's more than an 8% yield at the current cost.
#Dividend
Here's a look at what drives that view.
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 »
The Schwab U.S. Dividend Equity ETF has been a compounding machine. The share price has risen at an average annual rate of around 10% since inception. Add in the high-yielding dividend (SCHD currently yields 3.1%), and the annualized total return is 13.4%. That's a fantastic return for a lower-risk, dividend-focused investment. A big driver of those returns is the rapidly rising dividend.
If the ETF's price continues to grow by more than 10% annually, it would approach $90 a share by the end of 2035. That's a more than 150% increase. Meanwhile, if the dividend continues to grow at its recent historical pace of more than 11%, it would rise from the current annualized rate of $1.05 per share to over $2.90 per share by the end of 2035. That's more than an 8% yield at the current cost.
#Dividend
27 days ago
Nike (NYSE:NKE) shares recently fell to new lows in about 12 years amid rising competition and falling sales. Despite the plunge, the stock's forward P/E still sits at 23.38, a 46% premium to the sector median of 15.99. There is another, smaller competitor that is gaining attention.
On Holding (NYSE:ONON) insiders are piling into the stock. The stock is down about 33% so far this year. The athletic footwear and apparel company's CEO Caspar Coppetti and co-founder Olivier Bernhard each purchased 65,000 shares on August 14.
The buying came just a few days after the company missed Q2 revenue estimates and cut full-year sales guidance.
What Happened
On Holdings' revenue in Q2 grew 22% at constant currency, a deceleration of about 480 basis points from the quarter prior. Wholesale grew just 12.7%. Management said the wholesale slowdown was largely deliberate and concentrated in the Americas, where the company held back shipments to retailers to avoid discounting rather than protect volume.
#year
On Holding (NYSE:ONON) insiders are piling into the stock. The stock is down about 33% so far this year. The athletic footwear and apparel company's CEO Caspar Coppetti and co-founder Olivier Bernhard each purchased 65,000 shares on August 14.
The buying came just a few days after the company missed Q2 revenue estimates and cut full-year sales guidance.
What Happened
On Holdings' revenue in Q2 grew 22% at constant currency, a deceleration of about 480 basis points from the quarter prior. Wholesale grew just 12.7%. Management said the wholesale slowdown was largely deliberate and concentrated in the Americas, where the company held back shipments to retailers to avoid discounting rather than protect volume.
#year
28 days ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
Schwab on the Hunt for Long-Short Strategies Director "Charles Schwab has recently been on the search for a director to lead the firm's long-short separately managed account initiative, someone responsible for building a team focused specifically on long-short SMAs and creating companywide coordination for the business, according to a job posting. Schwab did not respond to questions, including if the position has been filled." (The Daily Upside)
Morgan Stanley Bolsters UMA Offerings as Advisory ***** ets Soar "Morgan Stanley has expanded the fund options on its Select UMA Program to provide a wider set of investment choices as its investment advisory platform exceeds $3 trillion in ***** ets under management... Amid that momentum, the firm has added tender offer funds and interval funds to the closed-end mutual funds offered in the Select UMA Program, according to a Form ADV disclosure." (FundFire)
U.S. ETF Investors at Odds: Chasing Returns or Playing the Long Game? "All investors seek positive returns, but their time horizons and strategies are dramatically different. The longest-term investors rely on research that points to the odds-on play of buying and holding broad-based, cap-weighted stock and bond ETFs. Other investors extrapolate recent performance with hopes to continue riding a wave." (ETF.com)
Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much Cash "The risk, they argue, is that the yield on cash won't keep pace with inflation. Money-market yields are currently right about at the rate of inflation. Many advisers are pitching alternatives, including corporate bonds, municipal bonds and more exotic offerings such as buffer exchange-traded funds and private credit." (WSJ)
#schwab #short #select
Schwab on the Hunt for Long-Short Strategies Director "Charles Schwab has recently been on the search for a director to lead the firm's long-short separately managed account initiative, someone responsible for building a team focused specifically on long-short SMAs and creating companywide coordination for the business, according to a job posting. Schwab did not respond to questions, including if the position has been filled." (The Daily Upside)
Morgan Stanley Bolsters UMA Offerings as Advisory ***** ets Soar "Morgan Stanley has expanded the fund options on its Select UMA Program to provide a wider set of investment choices as its investment advisory platform exceeds $3 trillion in ***** ets under management... Amid that momentum, the firm has added tender offer funds and interval funds to the closed-end mutual funds offered in the Select UMA Program, according to a Form ADV disclosure." (FundFire)
U.S. ETF Investors at Odds: Chasing Returns or Playing the Long Game? "All investors seek positive returns, but their time horizons and strategies are dramatically different. The longest-term investors rely on research that points to the odds-on play of buying and holding broad-based, cap-weighted stock and bond ETFs. Other investors extrapolate recent performance with hopes to continue riding a wave." (ETF.com)
Wealth Management Has a $3 Trillion Problem: Investors Are Keeping Too Much Cash "The risk, they argue, is that the yield on cash won't keep pace with inflation. Money-market yields are currently right about at the rate of inflation. Many advisers are pitching alternatives, including corporate bonds, municipal bonds and more exotic offerings such as buffer exchange-traded funds and private credit." (WSJ)
#schwab #short #select
1 month ago
Accelerant Holdings (NYSE:ARX), a data-driven specialty insurance risk exchange platform, closed at $19.52, up 43.42%. The shares jumped after a definitive all-cash buyout announcement and stronger-than-expected second-quarter results. Investors are watching approval progress and the first-half 2027 closing timeline. Trading volume reached 69.1M shares, coming in about 2,131% above its three-month average of 3.1M shares. Accelerant Holdings IPO'd in 2025 and has fallen 26% since going public.
S&P 500 (SNPINDEX:^GSPC) closed at 7,799, up 0.65%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 26,805, up 0.82%. Within specialty insurance brokerage, MGA, and risk exchange services, Ryan Specialty Holdings closed at $42.82, down 0.12%, and Aon finished at $357.27, up 1.39%, offering a mixed read on sector rivals.
Technology- and software-focused private equity firm Thoma Bravo announced that it was acquiring Accelerant for $20.25 per share in an all-cash deal. The market is pricing the deal to go through with shares soaring 43% and sitting just 4% below the take-private price.
Accelerant went public last year, and its stock immediately rose above $30 before sitting below $15 for most of 2026. CEO Jeff Radke explained the deal, saying, "Returning to private ownership with Thoma Bravo's technology and software expertise, coupled with its vast financial and strategic resources, will enable us to make investments that further position our unique, data-fueled platform to be the rails on which specialty insurance runs."
If I owned the stock, I'd probably be happy to sell rather than chase the last few percentage points of difference between today's price and the offer price, especially since nothing is a "sure thing" in the markets.
#accelerant
S&P 500 (SNPINDEX:^GSPC) closed at 7,799, up 0.65%, while the Nasdaq Composite (NASDAQINDEX:^IXIC) finished at 26,805, up 0.82%. Within specialty insurance brokerage, MGA, and risk exchange services, Ryan Specialty Holdings closed at $42.82, down 0.12%, and Aon finished at $357.27, up 1.39%, offering a mixed read on sector rivals.
Technology- and software-focused private equity firm Thoma Bravo announced that it was acquiring Accelerant for $20.25 per share in an all-cash deal. The market is pricing the deal to go through with shares soaring 43% and sitting just 4% below the take-private price.
Accelerant went public last year, and its stock immediately rose above $30 before sitting below $15 for most of 2026. CEO Jeff Radke explained the deal, saying, "Returning to private ownership with Thoma Bravo's technology and software expertise, coupled with its vast financial and strategic resources, will enable us to make investments that further position our unique, data-fueled platform to be the rails on which specialty insurance runs."
If I owned the stock, I'd probably be happy to sell rather than chase the last few percentage points of difference between today's price and the offer price, especially since nothing is a "sure thing" in the markets.
#accelerant
1 month ago
Oil prices jumped on Monday as hopes for a Washington-Tehran deal over the Strait of Hormuz faded and the US's Strategic Petroleum Reserve fell below 300 million barrels, hovering at its lowest level since the 1980s.
The SPR fell by 6.1 million barrels in August, reaching its lowest point since 1983, with inventories at 298.7 million barrels, according to data from the Department of Energy.
Read more: What's the Strategic Petroleum Reserve, and can it help lower gas prices?
The US, like other countries, has been releasing stored crude to make up for supply disruptions sparked by the war in the Middle East, with the Trump administration ordering the release of 172 million barrels in March to steady global markets.
On Monday, futures on Brent crude (BZ=F), the international benchmark, and US benchmark WTI crude (CL=F) rose by more than 4% to re-top $85 per barrel and $80 a barrel, respectively.
#crude #strategic #fell #lowest
The SPR fell by 6.1 million barrels in August, reaching its lowest point since 1983, with inventories at 298.7 million barrels, according to data from the Department of Energy.
Read more: What's the Strategic Petroleum Reserve, and can it help lower gas prices?
The US, like other countries, has been releasing stored crude to make up for supply disruptions sparked by the war in the Middle East, with the Trump administration ordering the release of 172 million barrels in March to steady global markets.
On Monday, futures on Brent crude (BZ=F), the international benchmark, and US benchmark WTI crude (CL=F) rose by more than 4% to re-top $85 per barrel and $80 a barrel, respectively.
#crude #strategic #fell #lowest
1 month ago
Image source: The Motley Fool.
Thursday, July 30, 2026, at 10 a.m. ET
Senior Vice President of Finance and Treasurer - Tyler Lewis
President and Chief Executive Officer - Alan K. Shepard
Chief Financial Officer - Everett Good
#senior
Thursday, July 30, 2026, at 10 a.m. ET
Senior Vice President of Finance and Treasurer - Tyler Lewis
President and Chief Executive Officer - Alan K. Shepard
Chief Financial Officer - Everett Good
#senior
1 month ago
The world is running short on fuels—the warning was first issued by some **** ysts who were watching the physical market rather than futures charts. Now, Big Oil is joining the chorus of warnings, with Shell, Exxon and Chevron all saying that prices at the pump are set to stay higher, regardless of where crude oil prices go.
"The constraint pain point in the energy system is refining," Exxon's chief financial officer Neil Hansen told Bloomberg in an interview last week. This, according to him, is "something that perhaps the market isn't fully focused on."
Indeed, most oil market observers have focused exclusively on futures prices even when the gap between those and physical oil prices has been quite substantial as a result of the export flow disruption in the Middle East that has now spread from the Strait of Hormuz to the Red Sea as well. Futures prices are currently down from last week's peak on President Donald Trump's latest declaration of peace talks—but physical markets are in a very different place, and that is especially true of refined products.
Bloomberg reported last week that the wars in the Middle East and Ukraine, plus China's caps on fuel exports—and Russia's ban on diesel exports—have effectively slashed global refining capacity by as much as 10%. This may not sound like much at first glance, but it is a significant enough number to have some observers worried.
Related: Ukraine's Drone Campaign Drives Russian Oil Refining to 24-Year Low
#prices #last
"The constraint pain point in the energy system is refining," Exxon's chief financial officer Neil Hansen told Bloomberg in an interview last week. This, according to him, is "something that perhaps the market isn't fully focused on."
Indeed, most oil market observers have focused exclusively on futures prices even when the gap between those and physical oil prices has been quite substantial as a result of the export flow disruption in the Middle East that has now spread from the Strait of Hormuz to the Red Sea as well. Futures prices are currently down from last week's peak on President Donald Trump's latest declaration of peace talks—but physical markets are in a very different place, and that is especially true of refined products.
Bloomberg reported last week that the wars in the Middle East and Ukraine, plus China's caps on fuel exports—and Russia's ban on diesel exports—have effectively slashed global refining capacity by as much as 10%. This may not sound like much at first glance, but it is a significant enough number to have some observers worried.
Related: Ukraine's Drone Campaign Drives Russian Oil Refining to 24-Year Low
#prices #last
2 months ago
Last Updated: July. 30, 2026 at 11:43pm ET
Updated 2026년 7월 30일 오후 6:18 New York 시간
By
WSJ Staff
↗️ Microsoft (MSFT): Shares of the tech giant jumped more than 15%, poised for their biggest one-day gain since 2008, after it reported a 31% jump in profit late yesterday. Microsoft also saw a boost in the number of paid users of Copilot.
#july #msft
Updated 2026년 7월 30일 오후 6:18 New York 시간
By
WSJ Staff
↗️ Microsoft (MSFT): Shares of the tech giant jumped more than 15%, poised for their biggest one-day gain since 2008, after it reported a 31% jump in profit late yesterday. Microsoft also saw a boost in the number of paid users of Copilot.
#july #msft
2 months ago
Artificial intelligence (AI) has created no shortage of stock market winners over the past two years. Even though the market has again become cautious about large-scale AI capex spending, that doesn't mean the long-term opportunities of AI have disappeared. In fact, market phases like these often create a disconnect between a company's share price and the progress of its underlying business.
Applied Digital (APLD), an AI infrastructure specialist, is a prime example. The company is expanding at an extraordinary pace, yet the stock has been whiplashing lately. APLD stock is down 26% in the past month, but, thanks to today's spike, is now back in the green by 13% year-to-date (YTD). The recent weakness appears to reflect a broader selloff in AI infrastructure stocks and risk-off market sentiment, rather than a deterioration in the company's financials, which remained robust in the most recent quarter.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#even
Applied Digital (APLD), an AI infrastructure specialist, is a prime example. The company is expanding at an extraordinary pace, yet the stock has been whiplashing lately. APLD stock is down 26% in the past month, but, thanks to today's spike, is now back in the green by 13% year-to-date (YTD). The recent weakness appears to reflect a broader selloff in AI infrastructure stocks and risk-off market sentiment, rather than a deterioration in the company's financials, which remained robust in the most recent quarter.
Dear Sandisk Stock Fans, Mark Your Calendars for August 5
Intel Stock Sinks 40%, But Most **** ysts Still Aren't Bullish on INTC
Nebius Stock Gets Another Wall Street Upgrade. Here's Why Investors Are Paying Attention.
#even
2 months ago
By Patturaja Murugaboopathy
July 29 (Reuters) - Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply.
Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters ******* ysis of LSEG data.
Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
The added supply has led to widening borrowing spreads over risk-free rates for these investment-grade firms across major maturity buckets.
#roughly #murugaboopathy
July 29 (Reuters) - Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply.
Amazon, Alphabet, Meta Platforms and Oracle issued about $194 billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters ******* ysis of LSEG data.
Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.
The added supply has led to widening borrowing spreads over risk-free rates for these investment-grade firms across major maturity buckets.
#roughly #murugaboopathy
2 months ago
A brutal year for Tesla (TSLA) investors is getting even more brutal.
Quick insight: The post-earnings slide in Tesla stock has made it the most oversold since March 2025, according to Yahoo Finance AlphaSpace data. Overbought and oversold levels for a stock are tracked by the relative strength index, or RSI (bottom red line in the chart below).
The RSI is a momentum indicator that measures the speed and magnitude of a stock's recent price movements on a scale from 0 to 100. An RSI reading above 70 is generally viewed as a sign that a stock has risen too fast and could be due for a pullback. A reading below 30 suggests a stock may be oversold and could be poised for a rebound.
Tesla's RSI currently stands at 14. Shares are down 30% this year compared to an 8% gain for the S&P 500 (^GSPC).
The why: The sell-off in Tesla has intensified after execs offered few concrete updates on the pace of its Robotaxi rollout or the commercialization timeline for its Optimus humanoid robot during its earnings call last week. This was on top of a brutal earnings miss versus Wall Street estimates,
#Stock #Tsla
Quick insight: The post-earnings slide in Tesla stock has made it the most oversold since March 2025, according to Yahoo Finance AlphaSpace data. Overbought and oversold levels for a stock are tracked by the relative strength index, or RSI (bottom red line in the chart below).
The RSI is a momentum indicator that measures the speed and magnitude of a stock's recent price movements on a scale from 0 to 100. An RSI reading above 70 is generally viewed as a sign that a stock has risen too fast and could be due for a pullback. A reading below 30 suggests a stock may be oversold and could be poised for a rebound.
Tesla's RSI currently stands at 14. Shares are down 30% this year compared to an 8% gain for the S&P 500 (^GSPC).
The why: The sell-off in Tesla has intensified after execs offered few concrete updates on the pace of its Robotaxi rollout or the commercialization timeline for its Optimus humanoid robot during its earnings call last week. This was on top of a brutal earnings miss versus Wall Street estimates,
#Stock #Tsla
2 months ago
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here. The letter emphasizes the vital role of AI adoption in capital markets, highlighting a projected $7 trillion in new debt issuance by 2029 due to increased AI computing investments by hyperscale companies. This trend presents both risks and opportunities. The firm has shifted away from semiconductors during the quarter, as they require 2027 or 2028 spending levels for sustainable returns. The Ironvine Concentrated fund reported a year-to-date return of 11.02% (net), outperforming the S&P 500 Index's 10.21% return. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Ironvine Capital Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 22, 2026, SAP SE (NYSE:SAP) closed at $148.75 per share. One-month return of SAP SE (NYSE:SAP) was -2.51%, and its shares lost 49.41% over the past 52 weeks. SAP SE (NYSE:SAP) has a market capitalization of $175.9 billion.
Ironvine Capital Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"Over the last five decades SAP SE (NYSE:SAP) has become the leading provider of ERP software for many of the world's largest, most supply chain-intensive companies. SAP counts 98 of the Fortune 100 as customers, with approximately 70% of revenue derived from large enterprises. Across much of this market the company operates in a duopoly with Oracle, although in certain niches it is the only practical solution. Its software integrates procurement, manufacturing, inventory, sales, human resources, and financial reporting into a single operating platform for the business.
Over time, SAP systems permeate customer operations, often with extensive customization reflecting company-specific workflows, regulatory requirements, and accumulated business knowledge. For example, Boeing relies on SAP to coordinate the ******* embly of airplanes containing tens of thousands of components, sourced from thousands of suppliers. If one part isn't where it's supposed to be, a $50 million plane doesn't move forward. Every component must be tracked, certified, and correctly installed with an auditable record. Boeing's SAP environment contains decades of custom code integrated with its supply chain to provide this digital paper trail…" (Click here to read the full text)
#NYSE #partners #letter #here
In its Q2 2026 investor letter, Ironvine Capital Partners highlighted SAP SE (NYSE:SAP). Headquartered in Walldorf, Germany, SAP SE (NYSE:SAP) is a leading enterprise application and business solutions provider. On July 22, 2026, SAP SE (NYSE:SAP) closed at $148.75 per share. One-month return of SAP SE (NYSE:SAP) was -2.51%, and its shares lost 49.41% over the past 52 weeks. SAP SE (NYSE:SAP) has a market capitalization of $175.9 billion.
Ironvine Capital Partners stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor update:
"Over the last five decades SAP SE (NYSE:SAP) has become the leading provider of ERP software for many of the world's largest, most supply chain-intensive companies. SAP counts 98 of the Fortune 100 as customers, with approximately 70% of revenue derived from large enterprises. Across much of this market the company operates in a duopoly with Oracle, although in certain niches it is the only practical solution. Its software integrates procurement, manufacturing, inventory, sales, human resources, and financial reporting into a single operating platform for the business.
Over time, SAP systems permeate customer operations, often with extensive customization reflecting company-specific workflows, regulatory requirements, and accumulated business knowledge. For example, Boeing relies on SAP to coordinate the ******* embly of airplanes containing tens of thousands of components, sourced from thousands of suppliers. If one part isn't where it's supposed to be, a $50 million plane doesn't move forward. Every component must be tracked, certified, and correctly installed with an auditable record. Boeing's SAP environment contains decades of custom code integrated with its supply chain to provide this digital paper trail…" (Click here to read the full text)
#NYSE #partners #letter #here
2 months ago
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Mortgage rates have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.
#treasury #higher #look #predictions
Mortgage rates have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.
#treasury #higher #look #predictions
2 months ago
BMO Capital Markets has emerged as the leading financial adviser for metals and mining sector mergers and acquisitions (M&A), both in terms of deal value and volume, for the first half of 2026 (H1 2026), based on a league table from data **** ytics company GlobalData.
According to GlobalData's Financial Deals Database, BMO Capital Markets provided advisory services for 13 deals totalling $17.9bn.
In terms of deal value, Goldman Sachs ranked second, advising on transactions worth $15bn.
The Bank of Nova Scotia came next with $10.8bn, while RBC Capital Markets and the National Bank of Canada completed deals worth $10.4bn and $8.4bn, respectively.
Regarding deal volume, Canaccord Genuity Group secured the second spot with eight deals.
#volume
According to GlobalData's Financial Deals Database, BMO Capital Markets provided advisory services for 13 deals totalling $17.9bn.
In terms of deal value, Goldman Sachs ranked second, advising on transactions worth $15bn.
The Bank of Nova Scotia came next with $10.8bn, while RBC Capital Markets and the National Bank of Canada completed deals worth $10.4bn and $8.4bn, respectively.
Regarding deal volume, Canaccord Genuity Group secured the second spot with eight deals.
#volume
2 months ago
When Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) introduced Gemini 3.5 Flash at its I/O developer conference in mid-May, the company said the model's more powerful sibling, Gemini 3.5 Pro, would arrive in June. June came and went.
On Thursday, Bloomberg reported that the flagship AI (artificial intelligence) model is months behind schedule as Google works to improve its capabilities in coding -- and that some inside the company worry rivals OpenAI and Anthropic are shipping models that have passed Gemini by.
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 »
After peaking at $408.61 earlier this year, Alphabet shares closed Friday at $346.77, a decline of about 15%. That's a modest pullback by most standards. But it's a notable wobble for a stock that has been one of the market's favorite ways to bet on AI.
So, is the AI leader actually falling behind? Gemini 3.5 Pro is late -- that much is settled. But does the delay change the investment case? Alphabet's own numbers argue that it doesn't. At least not yet.
On Thursday, Bloomberg reported that the flagship AI (artificial intelligence) model is months behind schedule as Google works to improve its capabilities in coding -- and that some inside the company worry rivals OpenAI and Anthropic are shipping models that have passed Gemini by.
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 »
After peaking at $408.61 earlier this year, Alphabet shares closed Friday at $346.77, a decline of about 15%. That's a modest pullback by most standards. But it's a notable wobble for a stock that has been one of the market's favorite ways to bet on AI.
So, is the AI leader actually falling behind? Gemini 3.5 Pro is late -- that much is settled. But does the delay change the investment case? Alphabet's own numbers argue that it doesn't. At least not yet.
2 months ago
Trip.com Group Limited (NASDAQ:TCOM) is one of the 10 Fastest Growing Consumer Stocks to Buy Now.
On July 2, 2026, China Renaissance downgraded Trip.com Group Limited (NASDAQ:TCOM) to Hold from Buy with a $42 price target.
On June 29, BofA lowered the firm's price target on Trip.com to $64 from $78 and kept a Buy rating on the shares. BofA said that despite a "modest" Q1 beat, results disappointed due to the lack of resolution on the antitrust investigation and a weaker-than-expected Q2 outlook. On June 25, Benchmark ***** yst Fawne Jiang lowered the firm's price target on Trip.com to $65 from $72 and kept a Buy rating on the shares. Jiang said that despite "another quarter of solid operating execution," management's softer-than-expected Q2 guidance reset near-term growth expectations.
Also on June 25, Trip.com reported Q1 EPS of RMB5.73, compared with consensus of RMB6.15, and revenue of RMB16.2B, compared with consensus of RMB15.85B. Executive Chairman James Liang said inbound travel continues to "gain momentum," creating opportunities across the travel value chain. CEO Jane Sun said the travel market remained resilient in Q1 of 2026, supported by continued growth in international travel demand and rising interest in more personalized travel experiences.
Trip.com Group Limited (NASDAQ:TCOM) operates as a travel service provider for accommodation reservation, transportation ticketing, packaged tours, in-destination, corporate travel management, and other travel-related services in China and internationally.
On July 2, 2026, China Renaissance downgraded Trip.com Group Limited (NASDAQ:TCOM) to Hold from Buy with a $42 price target.
On June 29, BofA lowered the firm's price target on Trip.com to $64 from $78 and kept a Buy rating on the shares. BofA said that despite a "modest" Q1 beat, results disappointed due to the lack of resolution on the antitrust investigation and a weaker-than-expected Q2 outlook. On June 25, Benchmark ***** yst Fawne Jiang lowered the firm's price target on Trip.com to $65 from $72 and kept a Buy rating on the shares. Jiang said that despite "another quarter of solid operating execution," management's softer-than-expected Q2 guidance reset near-term growth expectations.
Also on June 25, Trip.com reported Q1 EPS of RMB5.73, compared with consensus of RMB6.15, and revenue of RMB16.2B, compared with consensus of RMB15.85B. Executive Chairman James Liang said inbound travel continues to "gain momentum," creating opportunities across the travel value chain. CEO Jane Sun said the travel market remained resilient in Q1 of 2026, supported by continued growth in international travel demand and rising interest in more personalized travel experiences.
Trip.com Group Limited (NASDAQ:TCOM) operates as a travel service provider for accommodation reservation, transportation ticketing, packaged tours, in-destination, corporate travel management, and other travel-related services in China and internationally.
2 months ago
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2 months ago
The S&P 500 Index ($SPX) (SPY) on Thursday closed up +0.81%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +0.27%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +1.62%. September E-mini S&P futures (ESU26) rose +0.82%, and September E-mini Nasdaq futures (NQU26) rose +1.63%.
Stock indexes settled higher on Thursday, led by a rally in chipmakers, after South Korea's SK Hynix saw its American depositary receipts (ADRs) listing more than seven times oversubscribed, signaling strong investor demand. The US offering by SK Hynix would raise about $24.5 billion for the company, making it the second-largest by a foreign company, according to Bloomberg calculations. Strength in trucking and freight stocks also boosted the broader market after Citigroup upgraded the sector. In addition, the decline in crude oil prices lifted airline stocks and cruise line operators.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.
Stock indexes settled higher on Thursday, led by a rally in chipmakers, after South Korea's SK Hynix saw its American depositary receipts (ADRs) listing more than seven times oversubscribed, signaling strong investor demand. The US offering by SK Hynix would raise about $24.5 billion for the company, making it the second-largest by a foreign company, according to Bloomberg calculations. Strength in trucking and freight stocks also boosted the broader market after Citigroup upgraded the sector. In addition, the decline in crude oil prices lifted airline stocks and cruise line operators.
Intel Stock Is 'Too Good to Ignore' as HSBC Sets a New Street-High Price Target
Intel Just Lost a Veteran Employee. It Likely Just Won a Key Catalyst for INTC Stock in the Process.
SK Hynix Stock Debuts for U.S. Investors Tomorrow. The DRAM ETF Could Be the Biggest Loser.
2 months ago
Associated British Foods has rebranded its UK bread division as Hovis Bakeries after completing the acquisition of rival baker Hovis Group.
Hovis has now been merged with Allied Bakeries, the UK baking arm of ABF, the Kingsmill owner announced today (8 July).
ABF said the deal would create a "sustainably profitable UK bakeries business for the long term with an enhanced market position".
The company said the combined operations would channel investment into areas of the UK bakery market that are expanding because of "changing consumer tastes and needs, including healthy options".
ABF had struck a deal to buy Hovis from private-equity firm Endless in August last year.
Hovis has now been merged with Allied Bakeries, the UK baking arm of ABF, the Kingsmill owner announced today (8 July).
ABF said the deal would create a "sustainably profitable UK bakeries business for the long term with an enhanced market position".
The company said the combined operations would channel investment into areas of the UK bakery market that are expanding because of "changing consumer tastes and needs, including healthy options".
ABF had struck a deal to buy Hovis from private-equity firm Endless in August last year.
2 months ago
NFLX trades 40% below its 52-week high, but 24/7 Wall St. rates it a BUY with a $286 target implying 268% upside.
Netflix ad revenue is on pace to double to $3 billion in 2026, with ad-supported tiers driving over 60% of new sign-ups.
Netflix missed EPS estimates twice in four quarters, and historical earnings misses have triggered an average 10% single-day stock drop.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
With Netflix (NASDAQ:NFLX) reporting Q2 2026 earnings on July 16, the stock is at a crossroads. Shares trade at $77.65, down 39.57% over the past year, yet the streaming leader raised full-year free cash flow guidance to roughly $12.5 billion.
Netflix ad revenue is on pace to double to $3 billion in 2026, with ad-supported tiers driving over 60% of new sign-ups.
Netflix missed EPS estimates twice in four quarters, and historical earnings misses have triggered an average 10% single-day stock drop.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Netflix didn't make the cut. Grab the names FREE today.
With Netflix (NASDAQ:NFLX) reporting Q2 2026 earnings on July 16, the stock is at a crossroads. Shares trade at $77.65, down 39.57% over the past year, yet the streaming leader raised full-year free cash flow guidance to roughly $12.5 billion.
2 months ago
By Amanda Stephenson and Robert Harvey
CALGARY/LONDON, July 3 (Reuters) - Oil prices were little changed for the week as traders held on to hopes for a successful outcome from attempts to secure peace between the U.S. and Iran.
Brent futures were up 14 cents, or 0.19%, at $71.94 a barrel by 2:31 p.m. ET (1831 GMT), ending the week just 5 cents lower than last Friday's close. West Texas Intermediate was up 9 cents, or 0.13%, at $68.78 a barrel.
Trading was light as U.S. markets were closed ahead of the U.S. Independence Day holiday on Saturday. On Thursday, the two oil benchmarks had hit their lowest levels since before the U.S.-Israeli war with Iran began in late February.
Investor hopes for a full reopening of the Strait of Hormuz are being buoyed by peace talks between the U.S. and Iran, Commerzbank ****** ysts said.
CALGARY/LONDON, July 3 (Reuters) - Oil prices were little changed for the week as traders held on to hopes for a successful outcome from attempts to secure peace between the U.S. and Iran.
Brent futures were up 14 cents, or 0.19%, at $71.94 a barrel by 2:31 p.m. ET (1831 GMT), ending the week just 5 cents lower than last Friday's close. West Texas Intermediate was up 9 cents, or 0.13%, at $68.78 a barrel.
Trading was light as U.S. markets were closed ahead of the U.S. Independence Day holiday on Saturday. On Thursday, the two oil benchmarks had hit their lowest levels since before the U.S.-Israeli war with Iran began in late February.
Investor hopes for a full reopening of the Strait of Hormuz are being buoyed by peace talks between the U.S. and Iran, Commerzbank ****** ysts said.
2 months ago
Brown Advisory, an investment management company, released its "Brown Large-Cap Growth Strategy" for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, relative performance improved significantly as the quarter progressed. Initial pressures stemmed from weaknesses in the software sector, affected by concerns over AI disrupting traditional models. Conversely, sectors like Industrials and Consumer Discretionary positively contributed to performance, while Information Technology and Health Care were the largest detractors. The strategy's ability to outperform in a down market indicates the quality of holdings. As market leadership broadens, the firm's focus remains on maintaining a diversified portfolio of high-quality growth companies, aiming for strong long-term results. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On July 1, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.19 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was -9.04%, and its shares lost 42.81% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $312.4 billion.
Brown Advisory Large-Cap Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q1 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX): Operates as an online video streaming platform. Netflix, Inc. (NFLX) outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Management's decision to walk away from the transaction reinforced its disciplined approach to capital allocation and reduced concerns around leverage and integration risk. As a result, focus shifted back to the company's core fundamentals, including strong engagement and improving monetization initiatives."
Netflix, Inc. (NASDAQ:NFLX) ranks 13th on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Netflix, Inc. (NASDAQ:NFLX). Netflix, Inc. (NASDAQ:NFLX) is a leading subscription-based streaming entertainment platform. On July 1, 2026, Netflix, Inc. (NASDAQ:NFLX) closed at $74.19 per share. One-month return of Netflix, Inc. (NASDAQ:NFLX) was -9.04%, and its shares lost 42.81% over the past 52 weeks. Netflix, Inc. (NASDAQ:NFLX) has a market capitalization of $312.4 billion.
Brown Advisory Large-Cap Growth Strategy stated the following regarding Netflix, Inc. (NASDAQ:NFLX) in its Q1 2026 investor letter:
"Netflix, Inc. (NASDAQ:NFLX): Operates as an online video streaming platform. Netflix, Inc. (NFLX) outperformed during the period as investor concerns around a potential acquisition of Warner Bros. Discovery subsided. Management's decision to walk away from the transaction reinforced its disciplined approach to capital allocation and reduced concerns around leverage and integration risk. As a result, focus shifted back to the company's core fundamentals, including strong engagement and improving monetization initiatives."
Netflix, Inc. (NASDAQ:NFLX) ranks 13th on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 144 hedge fund portfolios held Netflix, Inc. (NASDAQ:NFLX) at the end of the first quarter, compared to 146 in the previous quarter. While we acknowledge the potential of Netflix, Inc. (NASDAQ:NFLX) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
