13 hours ago
Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S. patients starting oral weight-loss medicines, a notable early gain against Novo Nordisk's Wegovy pill. Reuters reports that Wegovy initially held roughly 90% of the oral market, making Lilly's rapid share capture an important sign that the oral GLP-1 market is becoming a two-player competition rather than a Novo-dominated segment. The broader U.S. obesity-drug market is expected to exceed $100 billion annually by 2030, with oral treatments potentially accounting for more than one-third of GLP-1 use.
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and **** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#patients #weight #c
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and **** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#patients #weight #c
1 day ago
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 Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a leading professional services company that provides consulting, industry X, song, and technology and operation services. On September 15, 2026, Accenture plc (NYSE:ACN) closed at $193.40 per share. Over the past month, Accenture plc (NYSE:ACN) was up 3.11%, and its shares lost 21.71% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $118.33 billion.
Weitz Multi Cap Equity Fund stated the following regarding Accenture plc (NYSE:ACN) in its Q2 2026 investor letter:
"IT services and management consultant Accenture plc (NYSE:ACN) reported results in mid-June that did little to quell investor fears of AI-disintermediation. Accenture has a long history of helping clients navigate technological transformation, and we believe it will again play a role as AI permeates businesses. To date, however, we have maintained a smaller position given the higher-than-usual degree of uncertainty."
Accenture plc (NYSE:ACN) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 69 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the second quarter, compared to 64 in the previous quarter. While we acknowledge the potential of Accenture plc (NYSE: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.
#multi #investment
In its second-quarter 2026 investor letter, Weitz Multi Cap Equity Fund highlighted Accenture plc (NYSE:ACN). Accenture plc (NYSE:ACN) is a leading professional services company that provides consulting, industry X, song, and technology and operation services. On September 15, 2026, Accenture plc (NYSE:ACN) closed at $193.40 per share. Over the past month, Accenture plc (NYSE:ACN) was up 3.11%, and its shares lost 21.71% over the past 52 weeks. Accenture plc (NYSE:ACN) has a market capitalization of $118.33 billion.
Weitz Multi Cap Equity Fund stated the following regarding Accenture plc (NYSE:ACN) in its Q2 2026 investor letter:
"IT services and management consultant Accenture plc (NYSE:ACN) reported results in mid-June that did little to quell investor fears of AI-disintermediation. Accenture has a long history of helping clients navigate technological transformation, and we believe it will again play a role as AI permeates businesses. To date, however, we have maintained a smaller position given the higher-than-usual degree of uncertainty."
Accenture plc (NYSE:ACN) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 69 hedge fund portfolios held Accenture plc (NYSE:ACN) at the end of the second quarter, compared to 64 in the previous quarter. While we acknowledge the potential of Accenture plc (NYSE: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.
#multi #investment
6 days ago
Casey's General Stores Inc. (NASDAQ:CASY), the third-largest convenience chain and fifth-biggest pizza brand within the U.S., released its first quarter results, showing early traction from the company's recently announced three-year strategic plan. For the recent quarter, inside same-store sales jumped 3.2% year-over-year, and 7.7% on a two-year stacked basis, leading to inside margins of 42.2%. Total inside gross profit stood at $749.8 million, rising 6.3% compared to the same period last year. The company posted net income of $273.7 million, exhibiting a 27.1% increase relative to Q1 last year. This translated into a 27.7% jump in diluted EPS which rose to $7.37.
Foodio/Shutterstock.com
Casey's is building on its three-year roadmap which rests on three core pillars. These include acceleration of growth across food and beverage, scaling up its store footprint, and elevating its operational efficiency.
Food remains a major growth enabler for the broader business, with prepared foods and nonalcoholic beverages currently driving the expansion of inside sales. Wings sales within Des Moines market also posted a 20% year-over-year sales jump. This positions the company to benefit from a larger opportunity of ramping up the offerings across roughly 3,000 stores, and cements Casey's reputation as a food destination.
The retailer also plans to expand its operations with at least 400 stores through a mix of acquisitions, and ground-up development of new stores. The integration of Fikes Wholesale, owner of CEFCO Convenience Stores and Casey's largest acquisition to date, demonstrates its capacity to expand through dealmaking. Management said the integration remains ahead of schedule.
#stores #largest
Foodio/Shutterstock.com
Casey's is building on its three-year roadmap which rests on three core pillars. These include acceleration of growth across food and beverage, scaling up its store footprint, and elevating its operational efficiency.
Food remains a major growth enabler for the broader business, with prepared foods and nonalcoholic beverages currently driving the expansion of inside sales. Wings sales within Des Moines market also posted a 20% year-over-year sales jump. This positions the company to benefit from a larger opportunity of ramping up the offerings across roughly 3,000 stores, and cements Casey's reputation as a food destination.
The retailer also plans to expand its operations with at least 400 stores through a mix of acquisitions, and ground-up development of new stores. The integration of Fikes Wholesale, owner of CEFCO Convenience Stores and Casey's largest acquisition to date, demonstrates its capacity to expand through dealmaking. Management said the integration remains ahead of schedule.
#stores #largest
13 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Management is executing a deliberate pivot from a digital wealth management firm to a technology company focused on building specialized AI agents for high-stakes use cases.
The strategy follows a three-step pattern: operating a business vertical, converting that domain expertise into an AI agent, and then taking that agent to market.
Revenue growth of 39% sequentially was driven by the first quarter of recognition for A-MM, which management classifies as 'agentic' revenue rather than legacy financial services.
Gross margin expansion to 79.5% is attributed to a mix shift toward these agentic solutions, which carry structurally higher margins than the manual businesses they replace.
#agentic
Management is executing a deliberate pivot from a digital wealth management firm to a technology company focused on building specialized AI agents for high-stakes use cases.
The strategy follows a three-step pattern: operating a business vertical, converting that domain expertise into an AI agent, and then taking that agent to market.
Revenue growth of 39% sequentially was driven by the first quarter of recognition for A-MM, which management classifies as 'agentic' revenue rather than legacy financial services.
Gross margin expansion to 79.5% is attributed to a mix shift toward these agentic solutions, which carry structurally higher margins than the manual businesses they replace.
#agentic
13 days ago
By
Sept. 2, 2026 2:39 pm ET
Listen
(2 min)
Europe has put off buying natural gas for the winter in a big, potentially risky bet that the Iran war will be over soon and prices will drop.
#Europe #buying #potentially #soon
Sept. 2, 2026 2:39 pm ET
Listen
(2 min)
Europe has put off buying natural gas for the winter in a big, potentially risky bet that the Iran war will be over soon and prices will drop.
#Europe #buying #potentially #soon
23 days ago
Gold (GC=F) and silver (SI=F) prices are having a summer to remember.
Inside the action: Gold prices are up a sizzling 15% this month, while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month, per ***** ysis from Bull Theory.
Both remain below the record high prices seen earlier this year, however.
Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation.
A major catalyst for the late-August breakout has been the US Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets.
#prices #middle
Inside the action: Gold prices are up a sizzling 15% this month, while silver has surged 19%. Combined, the metals have added nearly $5 trillion in market value this month, per ***** ysis from Bull Theory.
Both remain below the record high prices seen earlier this year, however.
Gold and silver prices are being fueled by a potent combination of monetary policy interventions, escalating geopolitical friction in the Middle East, and persistent global inflation.
A major catalyst for the late-August breakout has been the US Treasury's unexpected decision to double its long-term bond buyback program to $4 billion per session. In turn, this has triggered an aggressive wave of short-covering and speculative buying across precious metals markets.
#prices #middle
1 month ago
By Amanda Stephenson and Arathy Somasekhar
CALGARY, Aug 18 (Reuters) - Canadian pipeline firms are proposing billions of dollars in new projects despite oil sands companies being reluctant to commit to significant production expansions amid ongoing uncertainty around climate policies and long-term global demand.
At least six different pipeline projects are underway or proposed in Canada, to move oil to the United States or to export markets on the Pacific coast. If all are built, the country's export pipeline capacity would increase by 45%, or 2.25 million barrels per day, by 2035, according to a Reuters calculation.
But filling all those pipes would require Canadian oil supply to increase by more than a third by 2034, a near-doubling of its current annual average growth rate. It would also require Canadian producers to move ahead with major new oil sands projects of the type that no company has undertaken in more than a decade.
The mismatch between proposed export pipeline expansions and the pace of output growth highlights how Canada may struggle to achieve Prime Minister Mark Carney's "energy superpower" ambitions, despite a more supportive regulatory environment and growing interest in Canadian oil from international buyers.
#canadian #despite #expansions
CALGARY, Aug 18 (Reuters) - Canadian pipeline firms are proposing billions of dollars in new projects despite oil sands companies being reluctant to commit to significant production expansions amid ongoing uncertainty around climate policies and long-term global demand.
At least six different pipeline projects are underway or proposed in Canada, to move oil to the United States or to export markets on the Pacific coast. If all are built, the country's export pipeline capacity would increase by 45%, or 2.25 million barrels per day, by 2035, according to a Reuters calculation.
But filling all those pipes would require Canadian oil supply to increase by more than a third by 2034, a near-doubling of its current annual average growth rate. It would also require Canadian producers to move ahead with major new oil sands projects of the type that no company has undertaken in more than a decade.
The mismatch between proposed export pipeline expansions and the pace of output growth highlights how Canada may struggle to achieve Prime Minister Mark Carney's "energy superpower" ambitions, despite a more supportive regulatory environment and growing interest in Canadian oil from international buyers.
#canadian #despite #expansions
1 month ago
(Bloomberg) -- China's credit expansion held up better than expected in July, but weak borrowing demand among households and businesses pushed loans into a worse-than-forecast contraction.
Most Read from Bloomberg
Selena Gomez Accused of Fraud by Mental-Health Startup Investors
Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent
Anthropic in Talks to Buy AI Startup Decart for $6 Billion
#selena #gomez #accused
Most Read from Bloomberg
Selena Gomez Accused of Fraud by Mental-Health Startup Investors
Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent
Anthropic in Talks to Buy AI Startup Decart for $6 Billion
#selena #gomez #accused
1 month ago
MSTY lost 70% of its value over the past year, turning a $10,000 stake into roughly $6,600 even as weekly distributions from MSTR's covered-call strategy kept arriving.
Distributions are taxed as ordinary income and portions arrive as return of capital, stacking tax drag directly on top of MSTY's structural NAV erosion.
JEPI and XYLD spread covered-call income across hundreds of names at a fraction of MSTY's cost, eliminating the single-stock volatility risk that drives its headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
If you put $10,000 into MSTY a year ago, then you watched it shrink to roughly $6,614 before the IRS even sent a bill. The weekly checks kept landing, but the account balance kept sinking. That gap in income and performance is the entire product story.
#distributions #weekly
Distributions are taxed as ordinary income and portions arrive as return of capital, stacking tax drag directly on top of MSTY's structural NAV erosion.
JEPI and XYLD spread covered-call income across hundreds of names at a fraction of MSTY's cost, eliminating the single-stock volatility risk that drives its headline yield.
It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor)
If you put $10,000 into MSTY a year ago, then you watched it shrink to roughly $6,614 before the IRS even sent a bill. The weekly checks kept landing, but the account balance kept sinking. That gap in income and performance is the entire product story.
#distributions #weekly
1 month ago
Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. The portfolio benefited from strong gains across memory, software infrastructure, cybersecurity, and other AI-related holdings, although its concentrated exposure to mega-cap chip designers and manufacturers weighed on relative performance as leadership broadened into CPUs, networking, and memory. Vertical software, internet, and financial holdings were modest detractors amid macro concerns and uncertainty over AI disruption. The fund remains focused on critical AI bottlenecks, including compute, memory, manufacturing, networking, and power, while retaining selected businesses that may use AI to strengthen their competitive positions. You can check the fund's top five holdings to learn more about its leading investment ideas for the year.
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a new holding. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 7, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $282.57 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -10.03%, and its shares gained 90.72% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $301.78 billion.
Sands Capital Technology Innovators Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Advanced Micro Devices, Arm Holdings plc (NASDAQ:ARM), and Intel increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain central to training and token generation, CPUs are increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. As AI workloads evolve toward inference, agentic workflows, and more complex data center architectures, we believe the need to coordinate, feed, and manage accelerated compute could drive stronger CPU demand than investors previously expected. AMD and Arm provide exposure to supplier diversity, open standards, and more efficient compute architectures, while Intel adds exposure to server CPUs and potential foundry optionality as customers seek additional sources of advanced manufacturing supply. While execution risk remains meaningful, particularly for Intel, we b
In its Q2 2026 investor letter, Sands Capital Technology Innovators Fund highlighted Arm Holdings plc (NASDAQ:ARM) as a new holding. Arm Holdings plc (NASDAQ:ARM) is a UK-based technology company that develops and licenses central processing unit designs and related technologies for semiconductor companies and original equipment manufacturers. On August 7, 2026, Arm Holdings plc (NASDAQ:ARM) closed at $282.57 per share. The one-month return of Arm Holdings plc (NASDAQ:ARM) was -10.03%, and its shares gained 90.72% over the past 52 weeks. Arm Holdings plc (NASDAQ:ARM) has a market capitalization of $301.78 billion.
Sands Capital Technology Innovators Fund stated the following regarding Arm Holdings plc (NASDAQ:ARM) in its Q2 2026 investor letter:
"Advanced Micro Devices, Arm Holdings plc (NASDAQ:ARM), and Intel increased the portfolio's exposure to rising CPU demand driven by agentic AI. While GPUs remain central to training and token generation, CPUs are increasingly important for scheduling, memory management, tool execution, and the orchestration of agentic workflows. As AI workloads evolve toward inference, agentic workflows, and more complex data center architectures, we believe the need to coordinate, feed, and manage accelerated compute could drive stronger CPU demand than investors previously expected. AMD and Arm provide exposure to supplier diversity, open standards, and more efficient compute architectures, while Intel adds exposure to server CPUs and potential foundry optionality as customers seek additional sources of advanced manufacturing supply. While execution risk remains meaningful, particularly for Intel, we b
1 month ago
Egypt is planning to increase oil and gas production, attract new investment, and reduce petroleum imports as part of its 2026/2027 economic and social development strategy.
Minister of Planning and Economic Development Ahmed Rostom and Minister of Petroleum and Mineral Resources Karim Badawy outlined the priorities for the sector.
They cited energy security as a national priority in the context of continued regional and global geopolitical uncertainty.
The government plans to invest $4.5bn in refinery development to boost domestic production and reduce reliance on imported petroleum.
Karim Badawy stated that the plan also includes receiving natural gas from Cyprus and re-exporting it to global markets, which officials say would enhance Egypt's role as a regional energy hub.
#petroleum #development #karim #badawy
Minister of Planning and Economic Development Ahmed Rostom and Minister of Petroleum and Mineral Resources Karim Badawy outlined the priorities for the sector.
They cited energy security as a national priority in the context of continued regional and global geopolitical uncertainty.
The government plans to invest $4.5bn in refinery development to boost domestic production and reduce reliance on imported petroleum.
Karim Badawy stated that the plan also includes receiving natural gas from Cyprus and re-exporting it to global markets, which officials say would enhance Egypt's role as a regional energy hub.
#petroleum #development #karim #badawy
1 month ago
Aman Narang, CEO of Toast, Inc. (NYSE:TOST), reported a sale of 138,052 shares for ~$4.9 million. SEC Form 4 filing.
Metric
Value
Transaction value
$4.9 million
#narang #metric #transaction
Metric
Value
Transaction value
$4.9 million
#narang #metric #transaction
1 month ago
DoorDash, Inc. (DASH), headquartered in San Francisco, California, operates a commerce platform that connects merchants, consumers, and independent contractors. Valued at $87.4 billion by market cap, the company develops technology to connect customers with merchants through an on-demand food delivery application.
Shares of this food delivery giant have underperformed the broader market over the past year. DASH has declined 19.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 21.8%. In 2026, DASH stock is down 11.5%, compared to the SPX's 11% gains on a YTD basis.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#company
Shares of this food delivery giant have underperformed the broader market over the past year. DASH has declined 19.3% over this time frame, while the broader S&P 500 Index ($SPX) has rallied nearly 21.8%. In 2026, DASH stock is down 11.5%, compared to the SPX's 11% gains on a YTD basis.
General Motors vs. Ford: 1 Auto Giant Is Winning the EV Race
1 ***** anese Company Just Waved a Red Flag for Micron Stock. How to Play It Here.
Billionaire Ken Griffin Just Saved Situational Awareness, But Here's What a Rescue Call From Citadel Really Sounds Like — 'I… Heard the Grim Reaper's Scythe'
#company
1 month ago
Investors added $191.3 billion to US-listed ETFs in July, pushing year-to-date inflows toward $1.3 trillion.
The AI trade stayed volatile through the month, but the broader stock market held near all-time highs. Bonds went the other way, with the 30-year Treasury yield climbing to a 19-year high.
By category, US equity ETFs led the way with $75 billion of inflows. International equity ETFs followed with almost $46 billion, then US fixed income with more than $39 billion. Leveraged ETFs took in $10.5 billion, and alternatives gathered $6.3 billion.
At the individual fund level, the usual broad-market suspects sat at the top. The Vanguard S&P 500 ETF (VOO) picked up nearly $20 billion, followed by the SPDR S&P 500 ETF Trust (SPY) with $14 billion and the SPDR Portfolio S&P 500 ETF (SPYM) with more than $8 billion.
Outside of the big broad-market US funds, AI-fueled ETFs dominated. The iShares Semiconductor ETF (SOXX) picked up $6.9 billion, the Direxion Daily Semiconductor Bull 3X Shares (SOXL) added $6.9 billion, the Roundhill Memory ETF (DRAM) took in $6.2 billion, the iShares MSCI South Korea ETF (EWY) gathered $4.8 billion, and the VanEck Semiconductor ETF (SMH) brought in $4.5 billion.
#semiconductor #market #spdr #inflows
The AI trade stayed volatile through the month, but the broader stock market held near all-time highs. Bonds went the other way, with the 30-year Treasury yield climbing to a 19-year high.
By category, US equity ETFs led the way with $75 billion of inflows. International equity ETFs followed with almost $46 billion, then US fixed income with more than $39 billion. Leveraged ETFs took in $10.5 billion, and alternatives gathered $6.3 billion.
At the individual fund level, the usual broad-market suspects sat at the top. The Vanguard S&P 500 ETF (VOO) picked up nearly $20 billion, followed by the SPDR S&P 500 ETF Trust (SPY) with $14 billion and the SPDR Portfolio S&P 500 ETF (SPYM) with more than $8 billion.
Outside of the big broad-market US funds, AI-fueled ETFs dominated. The iShares Semiconductor ETF (SOXX) picked up $6.9 billion, the Direxion Daily Semiconductor Bull 3X Shares (SOXL) added $6.9 billion, the Roundhill Memory ETF (DRAM) took in $6.2 billion, the iShares MSCI South Korea ETF (EWY) gathered $4.8 billion, and the VanEck Semiconductor ETF (SMH) brought in $4.5 billion.
#semiconductor #market #spdr #inflows
2 months ago
The S&P 500 has spent much of the year under scrutiny as elevated valuations and signs of overextension fueled expectations of a market correction.
After the index broke through 7,000 for the first time and kept climbing to new records, those fears intensified across financial media.
The S&P 500 Shiller cyclically adjusted price-to-earnings (CAPE) ratio has climbed above 40 for only the second time in history, following the late-1990s tech boom, according to Robert Shiller's dataset tracked at Multpl.
Bank of America's July 2026 Global Fund Manager Survey found that 43% of global fund managers believe artificial intelligence (AI) stocks are in bubble territory, though a slightly larger share, 48%, said they are not, Seeking Alpha reported.
A new midyear equity **** ysis from Putnam Investments reframes the conversation around what extended rallies and periodic selloffs mean for your long-term returns.
#global #manager
After the index broke through 7,000 for the first time and kept climbing to new records, those fears intensified across financial media.
The S&P 500 Shiller cyclically adjusted price-to-earnings (CAPE) ratio has climbed above 40 for only the second time in history, following the late-1990s tech boom, according to Robert Shiller's dataset tracked at Multpl.
Bank of America's July 2026 Global Fund Manager Survey found that 43% of global fund managers believe artificial intelligence (AI) stocks are in bubble territory, though a slightly larger share, 48%, said they are not, Seeking Alpha reported.
A new midyear equity **** ysis from Putnam Investments reframes the conversation around what extended rallies and periodic selloffs mean for your long-term returns.
#global #manager
2 months ago
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.
Today's CD rates still hover well above the national average. The Federal Reserve reduced its target interest rate three times in 2025 and has left rates alone in 2026. This has had a ripple effect on deposit account rates, making now a great opportunity to lock in today's high rates with a certificate of deposit (CD). Here's a look at today's best CD rates and where you can find the best offers.
Today, the highest CD rate is 4.20% APY. This rate is offered by Sallie Mae on its 2-year CD.
Here is a look at some of the best CD rates available today from our verified partners.
If you're considering a CD, these rates are among the highest available, especially compared to the national average, which is significantly lower. It's also worth noting that online banks and credit unions generally offer more competitive rates than traditional brick-and-mortar banks.
#rate #offers
Today's CD rates still hover well above the national average. The Federal Reserve reduced its target interest rate three times in 2025 and has left rates alone in 2026. This has had a ripple effect on deposit account rates, making now a great opportunity to lock in today's high rates with a certificate of deposit (CD). Here's a look at today's best CD rates and where you can find the best offers.
Today, the highest CD rate is 4.20% APY. This rate is offered by Sallie Mae on its 2-year CD.
Here is a look at some of the best CD rates available today from our verified partners.
If you're considering a CD, these rates are among the highest available, especially compared to the national average, which is significantly lower. It's also worth noting that online banks and credit unions generally offer more competitive rates than traditional brick-and-mortar banks.
#rate #offers
2 months ago
Choosing between Vanguard S&P 500 Growth ETF (NYSEMKT:VOOG) and Vanguard Mega Cap Growth ETF (NYSEMKT:MGK) involves weighing a slightly lower cost against a broader portfolio of S&P 500 growth stocks.
Both Vanguard funds provide low-cost exposure to the U.S. growth market but differ in their underlying index methodology. While MGK targets only the largest market-capitalization names, VOOG casts a wider net across the entire S&P 500, offering a different balance of concentration and diversity.
Metric
MGK
VOOG
Both Vanguard funds provide low-cost exposure to the U.S. growth market but differ in their underlying index methodology. While MGK targets only the largest market-capitalization names, VOOG casts a wider net across the entire S&P 500, offering a different balance of concentration and diversity.
Metric
MGK
VOOG
2 months ago
ChatGPT predicts XRP will trade at $1.13 by July 31, Grok forecasts $1.08, and Claude $1.04, all close to where XRP trades today.
The CLARITY Act still isn't scheduled for a Senate floor vote, so the key event big enough to move XRP might not trigger before month-end.
XRP bottomed at $1.009 in June, and the amount held on exchanges is at a seven-year low, which points to a limited downside.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
XRP (CRYPTO:XRP) has barely moved in weeks. It trades at $1.10 today, down 9% on the month, and it has been stuck in the same narrow band since June while the news around Ripple keeps getting better.
The CLARITY Act still isn't scheduled for a Senate floor vote, so the key event big enough to move XRP might not trigger before month-end.
XRP bottomed at $1.009 in June, and the amount held on exchanges is at a seven-year low, which points to a limited downside.
Don't wait: the ******* yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
XRP (CRYPTO:XRP) has barely moved in weeks. It trades at $1.10 today, down 9% on the month, and it has been stuck in the same narrow band since June while the news around Ripple keeps getting better.
2 months ago
Nano Dimension Ltd. (NASDAQ:NNDM) is one of the 10 Fastest Growing Tech Penny Stocks to Buy.
On June 16, 2026, Nano Dimension Ltd. (NASDAQ:NNDM) and Infinite Epigenetics issued a shareholder update on the proposed business combination announced on June 15. Nano said it reviewed Murchinson's recent letter on the proposed transaction and noted that final transaction details were still being negotiated. The company said it would provide complete details and a description of the proposed transaction once finalized.
Nano said Infinite Epigenetics is "not a concept company" and "not an AI wrapper," pointing to operating businesses, a CLIA-certified methylation laboratory, existing commercial revenue, a network of more than 7,500 healthcare providers, issued intellectual property, and a proprietary database of more than 120,000 biological samples. The company also said Infinite's team has authored over 50 publications, and that a single sample processed in Infinite's CLIA-certified laboratory can read more than one million epigenetic signals. Nano said it selected Infinite from approximately 20 opportunities it evaluated and framed the transaction as a shift from 3D printing to AI-powered preventive health and diagnostics.
Nano said the term sheet with Infinite followed a months-long review process with support from financial and legal advisors, as well as consultants ****** sing Infinite's technology, target markets, and operations. The company said the proposed combination values Nano at net cash plus a 20% premium, preserves the value of Nano's Nasdaq listing, allows holders to retain contingent value rights on Nano's legacy ****** ets, and adds equity upside. Nano also said the contemplated transaction would not provide separate or transaction-driven compensation or payouts and that any definitive agreement would be subject to a shareholder vote.
Nano Dimension Ltd. (NASDAQ:NNDM) provides industrial manufacturing solutions for design-to-manufacturing of electronics and mechanical parts in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
On June 16, 2026, Nano Dimension Ltd. (NASDAQ:NNDM) and Infinite Epigenetics issued a shareholder update on the proposed business combination announced on June 15. Nano said it reviewed Murchinson's recent letter on the proposed transaction and noted that final transaction details were still being negotiated. The company said it would provide complete details and a description of the proposed transaction once finalized.
Nano said Infinite Epigenetics is "not a concept company" and "not an AI wrapper," pointing to operating businesses, a CLIA-certified methylation laboratory, existing commercial revenue, a network of more than 7,500 healthcare providers, issued intellectual property, and a proprietary database of more than 120,000 biological samples. The company also said Infinite's team has authored over 50 publications, and that a single sample processed in Infinite's CLIA-certified laboratory can read more than one million epigenetic signals. Nano said it selected Infinite from approximately 20 opportunities it evaluated and framed the transaction as a shift from 3D printing to AI-powered preventive health and diagnostics.
Nano said the term sheet with Infinite followed a months-long review process with support from financial and legal advisors, as well as consultants ****** sing Infinite's technology, target markets, and operations. The company said the proposed combination values Nano at net cash plus a 20% premium, preserves the value of Nano's Nasdaq listing, allows holders to retain contingent value rights on Nano's legacy ****** ets, and adds equity upside. Nano also said the contemplated transaction would not provide separate or transaction-driven compensation or payouts and that any definitive agreement would be subject to a shareholder vote.
Nano Dimension Ltd. (NASDAQ:NNDM) provides industrial manufacturing solutions for design-to-manufacturing of electronics and mechanical parts in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.
2 months ago
SailPoint Inc. (NASDAQ:SAIL) is one of the best up and coming tech stocks to buy now. On June 29, SailPoint announced the completion of its acquisition of Entro Security, a firm specializing in non-human identity/NHI and credential security. By integrating Entro's technology with its own platform, SailPoint aims to provide a unified control plane for managing the lifecycles and security of all identities, whether human, machine, or autonomous AI agents.
The acquisition addresses the growing challenge of managing non-human identities, which now outnumber human ones in many organizations. While SailPoint Inc.'s (NASDAQ:SAIL) existing Agentic Fabric focuses on human accountability and broad governance, Entro provides granular visibility into developer environments, automatically discovering secrets, tokens, and certificates buried within codebases, CI/CD pipelines, and container registries.
This combined solution bridges the gap between high-level governance workflows and proactive runtime defense. Security teams can now leverage Entro's NHIDR technology to monitor token behavior, detect anomalies, and intercept malicious AI activity in real time. The integration is available immediately, offering customers a comprehensive approach to mitigating risks ****** ociated with the expanding autonomous AI workforce.
SailPoint Inc. (NASDAQ:SAIL) provides an elaborate identity security platform for the enterprise, with its solutions allowing organizations to control, establish, and automate policies that allow them to attain regulatory compliance and define and maintain a robust security posture.
While we acknowledge the potential of SAIL 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.
The acquisition addresses the growing challenge of managing non-human identities, which now outnumber human ones in many organizations. While SailPoint Inc.'s (NASDAQ:SAIL) existing Agentic Fabric focuses on human accountability and broad governance, Entro provides granular visibility into developer environments, automatically discovering secrets, tokens, and certificates buried within codebases, CI/CD pipelines, and container registries.
This combined solution bridges the gap between high-level governance workflows and proactive runtime defense. Security teams can now leverage Entro's NHIDR technology to monitor token behavior, detect anomalies, and intercept malicious AI activity in real time. The integration is available immediately, offering customers a comprehensive approach to mitigating risks ****** ociated with the expanding autonomous AI workforce.
SailPoint Inc. (NASDAQ:SAIL) provides an elaborate identity security platform for the enterprise, with its solutions allowing organizations to control, establish, and automate policies that allow them to attain regulatory compliance and define and maintain a robust security posture.
While we acknowledge the potential of SAIL 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.
