In June, ****** eX (NASDAQ: SPCX) successfully completed its blockbuster IPO, raising more than $85 billion. In the days that followed, ****** eX's market cap soared from an initial IPO valuation of $1.77 trillion to nearly $2.8 trillion. Shares corrected hard after the surge, however, and ****** eX's valuation now hovers just below $2 trillion -- a 36% decline versus the company's all-time high.
Morgan Stanley (NYSE: MS) ****** ysts remain unfazed regarding the ****** e stock's long-term growth potential. On Sept. 15, the bank reiterated its "buy" rating on shares, affirming its $300 price target. That price target implies more than 100% in near-term upside over the next 12 months.
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 »
Why does Morgan Stanley remain so bullish? The answer might surprise you.
Morgan Stanley appears all-in on the ****** e economy. The bank, in many ways, predicted ****** eX's meteoric rise years before much of the public caught on.

#trillion #valuation

In technology, the loudest applause usually comes at the demo, not the delivery. A flashy prototype draws headlines. The unglamorous rollout that actually generates revenue often gets a shrug.
CoreWeave, Inc. (CRWV) just lived that gap. The AI cloud provider rents out Nvidia Corporation (NVDA) chips to companies building artificial intelligence systems.
On Wednesday, September 16, it said it had linked hundreds of Nvidia's newest Rubin GPUs into a single working cluster, not just a test rack, according to the announcement.
For investors, that business model makes CRWV one of the most direct public ways to bet on AI infrastructure demand, without owning a chipmaker outright.
Nvidia, by contrast, is best known as the company that designs the GPUs everyone in the AI race is trying to get their hands on.

#crwv #NVIDIA #corporation #rubin

Last Updated: Sept. 16, 2026 at 7:48pm ET
Updated 2026년. 9월 16일 오후 1:37 New York 시간
By
Nick Timiraos
,

#updated #last #sept #york

Parnassus Investments, an investment management company, released the "Parnassus Growth Equity Fund" second-quarter 2026 investor letter. The letter can be downloaded here. During the quarter, the Fund (Investor Shares) returned 17.49% (net of fees), outperforming the Russell 1000 Growth Index's 16.74%. Holdings in Information Technology and Consumer Discretionary sectors boosted relative returns, while Communication Services and Financials holdings detracted. For the year-to-date period, the Fund returned 6.17% (net of fees), outperforming the Russell 1000 Growth's 5.33%. The firm remains constructively bullish on U.S. equities and continues to be selective, valuation-sensitive, and focused on disruptive growth opportunities through active stock selection. Growth stocks advanced during the second quarter, as the Russell 1000 Growth Index generated strong double-digit returns driven by increased confidence in the durability of the ongoing artificial intelligence (AI) infrastructure build-out. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its second-quarter 2026 investor letter, Parnassus Growth Equity Fund highlighted Twist Bioscience Corporation (NASDAQ:TWST) as a new addition. Twist Bioscience Corporation (NASDAQ:TWST) is a leading biotechnology company specializing in the manufacture and sale of synthetic DNA-based products. On September 15, 2026, Twist Bioscience Corporation (NASDAQ:TWST) closed at $138.10 per share. Over the past month, Twist Bioscience Corporation (NASDAQ:TWST) returned 2.97% while its shares gained 443.64% over the past 52 weeks. Twist Bioscience Corporation (NASDAQ:TWST) has a market capitalization of $9.09 billion and its stock has traded within a 52-week range of $23.30 and $155.44.
Parnassus Growth Equity Fund stated the following regarding Twist Bioscience Corporation (NASDAQ:TWST) in its Q2 2026 investor letter:
"During the quarter, we added Twist Bioscience Corporation (NASDAQ:TWST), a biotechnology company with a proprietary silicon-based DNA synthesis platform. Twist Bioscience provides exposure to two powerful long-term trends in Health Care, AI-supported drug discovery and next-generation sequencing. The company's proprietary silicon-based DNA synthesis platform enables higher throughput and lower costs than traditional methods, creating a durable competitive advantage and positioning Twist to take share in a growing market."
Twist Bioscience Corporation (NASDAQ:TWST) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 42 hedge fund portfolios held Twist Bioscience Corporation (NASDAQ:TWST) at the end of the second quarter which was 30 in the previous quarter. While we acknowledge the potential of Twist Bioscience Corporation (NASDAQ:TWST) 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

Nvidia (NVDA) CEO Jensen Huang just dropped an interesting update on the company's growth. He said he believes the chip giant can grow revenue by 70% next year, a forecast that would take annual sales from roughly $400 billion to about $680 billion.
At first look, that sounds almost too ambitious, but Huang argues that Nvidia is still at the center of the artificial intelligence buildout, and demand for its computing systems remains far from saturated.
Goldman Sachs Expects Fed Chair Kevin Warsh to Raise Rates This Week — But Not Because of Oil Prices.
Morgan Stanley Doubles Down on Apple Stock as New Offerings Become 'More Exciting'
The EV Bubble Has Burst. How to Play Rivian Stock Now.

#NVIDIA #billion #goldman #sachs

Since the late 1890s, roughly three-quarters of all presidential terms have ended with the stock market delivering gains. But under President Donald Trump, the annualized returns of the Dow Jones Industrial Average (DJINDICES:^DJI), S&P 500 (SNPINDEX:^GSPC), and Nasdaq Composite (NASDAQINDEX:^IXIC) have been higher than under most other presidents.
While a significant chunk of these gains traces to the evolution of artificial intelligence and has little to do with the goings-on in Washington, D.C., fiscal policy changes implemented on Capitol Hill can impact business growth rates and the stock market. This places the spotlight squarely on the Nov. 3 midterm elections.
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 »
For the first two years of President Trump's non-consecutive second term, he'll have enjoyed a unified government, with Republicans controlling a majority of seats in both houses of Congress. But this ideal scenario for the president may be about to change.
President Trump's unified government is at risk of disruption on Nov. 3. Image source: Official White House Photo.

#signal #little

On August 6, Dentsply Sirona (NASDAQ:XRAY) reported second-quarter 2026 results that pulled the stock in two directions at once. Net sales fell 4.1% year over year to $898 million, yet the company swung from a $45 million net loss a year earlier to $37 million in net income, with diluted earnings per share of $0.18 versus a $0.22 loss. Investors are left weighing a real profitability turnaround against a top line that is still shrinking.
GAAP gross margin climbed to 54.9% from 52.4% a year ago, and adjusted gross margin came in at 56.4%. Adjusted EBITDA margin ticked up slightly to 21.3% from 21.1%. Cash generation improved even more sharply. Operating cash flow jumped to $99 million from $48 million in the second quarter of 2025, helped by roughly $44 million in tariff refunds along with tighter management of inventory and payables. Free cash flow more than tripled to $55 million from $16 million. The company used some of that cash to repurchase 1.3 million shares for about $12 million during the quarter, and it also expanded its partnership with Medline Sinclair to broaden access to its Connected Technology Solutions portfolio across Canada.
Wellspect Healthcare was the lone segment posting real growth, with net sales up 7.1% to $86 million, and EMEA sales as reported were essentially flat at 0.2% growth. There were no goodwill or intangible ***** et impairments this quarter, a contrast to the $235 million charge taken in the same period last year. Despite the sales decline, the company reiterated its full-year 2026 outlook of $3.5 billion to $3.6 billion in net sales and adjusted EPS of $1.40 to $1.50.
The headline sales decline understates the underlying softness. On a constant currency basis, net sales fell 6.3%, meaning currency translation actually flattered the reported number. Orthodontic and Implant Solutions was the weakest segment, with sales dropping 13.2% to $197 million from $226 million a year ago. The Americas region fared worst geographically, with net sales down 10.7% as reported and 11.6% in constant currency.
Even the adjusted numbers show cracks: adjusted EPS of $0.52 was actually down 1.6% from a year earlier, despite the improved GAAP figures. The balance sheet tightened too, with cash and equivalents falling to $239 million from $326 million at the end of 2025, against long-term debt of nearly $2 billion. Restructuring and other costs for the first six months of 2026 totaled $69 million, up sharply from $13 million in the same period a year ago, tied in part to costs from a new global ERP system.

#year #company

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Robinhood Markets, Inc. (NASDAQ:HOOD) as a new holding. Robinhood Markets, Inc. (NASDAQ:HOOD) is a US-based financial services company that provides a trading platform for stocks, exchange-traded funds, American depository receipts, options, gold, and cryptocurrencies. On September 01, 2026, Robinhood Markets, Inc. (NASDAQ:HOOD) closed at $103.51 per share. Robinhood Markets, Inc. (NASDAQ:HOOD) returned 14.18% over the past month and its shares have gained 5.10% over the past 52 weeks. Robinhood Markets, Inc. (NASDAQ:HOOD) has a market capitalization of $93.06 billion.
Artisan Global Opportunities Strategy stated the following regarding Robinhood Markets, Inc. (NASDAQ:HOOD) in its Q2 2026 investor letter:
"During the quarter, we initiated positions in Robinhood Markets, Inc. (NASDAQ:HOOD). Robinhood Markets operates a financial services platform offering brokerage, cash management and other investing products. We initiated a GardenSM position following share price weakness driven in part by lower crypto prices, which we viewed as an attractive entry point into a business with a long runway for growth. Despite the crypto headwind, Robinhood has continued to grow deposits at a strong rate, reflecting the platform's ability to attract and retain customer ***** ets. We believe Robinhood can continue gaining market share in the retail wealth market through its leadership in active trading and by expanding its suite of retirement, banking, lending and credit products. As the company has gained market share and increased its base of long-term customer ***** ets, we see a multiyear opportunity for potential revenue growth and margin expansion."

#opportunities #strong #strategy

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When Treasury yields reach multiyear highs, some investors get nervous. Higher bond yields are triggered by lower bond prices, and the effects are felt across the financial spectrum: from investing in stocks and bonds to borrowing costs and savings returns.
Global bond yields are gripping markets, jumping back to their highest level in almost two decades as higher oil prices, inflation fears, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances, including mortgages, credit cards, and car loans.
The Treasury yield is the return an investor receives for lending money to the government — for example, 4.5% on a 10-year Treasury note.

#treasury #yields #disclosure #global

Alphabet trades at 17x earnings despite a 67% one-year run; Meta sits at 21x trailing earnings and is down 26%.
Google Cloud grew 82% with operating margin expanding from 21% to 36%, while Meta's free cash flow collapsed 91% as expenses surged 55%.
Read More: Learn 7 secret wealth tips high net worth investors use that most investors miss (sponsor)
Alphabet (NASDAQ:GOOG) and Meta Platforms (NASDAQ:META) both reported Q2 2026 results in late July. Alphabet extended its EPS-beat streak to 11 consecutive quarters while Cloud lit up. Meta cleared revenue but snapped a six-quarter EPS beat streak as AI spending and legal charges chewed through margins.
Alphabet posted $119.8 billion in revenue, up 24.23% year over year, with Google Cloud revenue growing 82% to $24.8 billion and cloud backlog reaching $514 billion. Sundar Pichai said "Q2 was an amazing quarter", and the numbers back him up. Search still grew 17% even as AI Overviews cannibalized traditional queries, which is a real tell about durability.

#cloud #NASDAQ #earnings #grew

Mastercard's $1.8B BVNK acquisition has reshaped the stablecoin infrastructure race with Visa.
Visa's stablecoin settlement business has reached a $7B annualized run rate across nine blockchains.
Visa is reportedly seeking a new stablecoin settlement and OTC partner after BVNK moved to Mastercard.
Mastercard's $1.8 billion acquisition of stablecoin infrastructure provider BVNK has done more than expand its digital-asset capabilities. It has also changed the competitive landscape for stablecoin payments. That is by putting pressure on Visa to secure new infrastructure partners.
Mastercard completed the BVNK acquisition on August 3 after agreeing to pay $1.5 billion upfront, with up to another $300 million in contingent consideration. BVNK gives Mastercard infrastructure connecting stablecoins with traditional payment rails across cross-border payments, payouts, settlement and treasury flows.

#mastercard #settlement #billion #payments

Finding emerging restaurant brands early in their national expansion can be one of the simplest ways to build long-term wealth. An early investment in Starbucks or Chipotle Mexican Grill would have multiplied into a large sum.
Dutch Bros (NYSE: BROS) and Cava Group (NYSE: CAVA) have the potential to build similar wealth for investors over the next 20 years. Both companies are in the early stages of expanding across the U.S., making now a good time to start investing in these emerging brands.
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 specialty beverage category has grown in popularity in recent years, yet Dutch Bros is gaining market share and remains a promising stock to buy and hold. It operates exclusively through a drive-thru format, with shops offering a wide range of flavorful beverages, including energy drinks, refreshers, tea, lemonade, soda, and coffee.
Dutch Bros goes the extra mile to build connections with customers using free giveaways and friendly service. That's reflected in consistent growth: Revenue grew 32% year over year in the second quarter, with systemwide same-store sales up 5.8%. This is typical of quarterly results over the last few years.

#bros #dutch #years #early

Sarah Elizabeth Schubach, chief accounting officer at Dropbox, Inc. (NASDAQ:DBX), disposed of 5,854 shares of Class A Common Stock on August 17, according to an SEC Form 4 filing.
Metric
Value
Shares sold
5,854

#class #common

Webull rallies 7% into Q2 earnings as ******* ysts project 16% revenue growth, while Vlad Tenev drives Robinhood 7% higher lobbying for tokenized stock approval.
Coinbase surges 11% on Bitcoin's rally but remains down 35% YTD, pulling ARKF up just 4% in a bounce rather than a trend reversal.
Act now: the ******* yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Robinhood didn't make the cut. Grab the names FREE today.
Retail brokerage stocks are rallying midday Wednesday as Bitcoin (CRYPTO:BTC) surges and two separate company stories converge on the same crypto catalyst. Webull (NASDAQ:BULL) shares are up 7% to $8.49 ahead of the company's Q2 2026 earnings report after the close, while Robinhood Markets (NASDAQ:HOOD) shares are climbing 7% to $98.45 as CEO Vlad Tenev pushes U.S. regulators to approve tokenized stocks.
Coinbase (NASDAQ:COIN) shares are up 11% to $163.32, extending a sharp bounce for the largest U.S. crypto exchange. Bitcoin is trading around $68,500, up 6% over the past 24 hours.

#Crypto #webull

AppLovin Corporation (NASDAQ:APP) is a software company that operates in the digital advertising ***** e. Its shares are down by 27% over the past year and by 49% year-to-date. AppLovin Corporation (NASDAQ:APP) has been one of the more interesting firms in today's AI-driven era due to its ability to enable businesses to run advertisements in platforms such as video games. The firm has also caught Cramer's attention several times. For instance, in January, he ***** erted that AppLovin Corporation (NASDAQ:APP) was a momentum stock and held off on recommending the firm. Since then, the shares are down by 40%. He reiterated his opinion on August 6th:
"AppLovin, another company. People say they never miss. You go over line by line by line, well you say, well okay, maybe Alphabet's moving in. . .They're just momentum stocks, that people think, you know what, aren't so good."
The day Cramer discussed AppLovin Corporation (NASDAQ:APP) was the morning after the firm had reported its second quarter earnings after market close on the previous day. On the 6th, the firm's shares closed a stunning 19.7% lower. The results saw AppLovin Corporation (NASDAQ:APP) post $1.92 billion in revenue and $3.76 in earnings per share to miss ***** yst revenue estimates of $1.94 billion and meet them for the earnings. As part of his remarks made during the earnings call, AppLovin Corporation (NASDAQ:APP)'s CEO commented that the revenue miss was due to the firm expanding its advertising technology powered by AI into the eCommerce industry.
AppLovin Corporation (NASDAQ:APP)'s AI-powered advertising platform is also at the center of the debate between the bears and the bulls. The bulls point towards Q2 annual revenue growth of 53% and EBITDA margins ranging between 80% to 85%. Additionally, the bulls also believe that the post earnings share price movement has led to a healthier valuation. With AppLovin Corporation (NASDAQ:APP) now trading at a forward P/E ratio of 21.23, the bulls believe that the modest multiple does not reflect the firm's AI potential.
However, the bears argue that the AXON model growth appears to be slowing as AppLovin Corporation (NASDAQ:APP) posted a modest 4% quarter-over-quarter revenue growth in Q2. They outline that if the slowdown persists, then the firm might lose out on gains made in its AI-driven market. Additionally, the bears are also wary about AppLovin Corporation (NASDAQ:APP) replicating its growth in the gaming market in other areas such as eCommerce.

#earnings #Bulls #Growth #shares

Updated Aug 13, 2026, 4:42 pm EDT / Original Aug 12, 2026, 2:30 am EDT
Shares of artificial-intelligence chip maker Cerebras Systems continued their wild ride Thursday, sliding sharply despite solid second-quarter earnings.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

#shares #cerebras #systems #rights

Procter & Gamble (PG) shares extended gains on Aug. 4 after the company announced a definitive agreement to acquire premium wellness and dietary supplement maker Thorne. The $3.8 billion all-cash transaction equips the NYSE-listed consumer staple giant with immediate scale in the rapidly expanding health and self-care market.
Despite recent gains, Procter & Gamble stock is down roughly 12% versus its year-to-date high in late February.
Jeff Bezos Says He's Selling $1 Billion In Amazon Stock Every Year to Fund Blue Origin — 'It's The Most Important Work I'm Doing'
Apple's New CEO Is Bringing a Familiar Face Back From Retirement. The Shift Is Happening.
Nasdaq Futures Climb as Tech Rally Continues on Palantir Boost, U.S. JOLTS Report and ***** eX Earnings on Tap

#procter #Stock #year #despite

Yesterday, Aug. 5, NuScale Power (NYSE:SMR) reported what, on the surface, looked like a brutal quarter. Its net loss came in at about $50 million, while its second-quarter revenue sank 99%, from roughly $8 million reported a year ago to about $75,000. It's the kind of quarterly report that can sink a stock at market open.
And yet, as of this writing at about 10:45 a.m. ET, NuScale was up nearly 1%.
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 »
What kind of wizardry sends a nuclear energy stock higher after a revenue collapse of nearly 99%? None, really. Truth be told, it's a reflection of a company whose value has almost nothing to do with what it earns today. And, despite the ugly losses, NuScale gave investors reasons to keep believing in its future business. Let's take a look.
First, let's put that 99% revenue decline into context.

#nuscale #revenue #reported

Tariff upheaval has roiled trading relationships on a global scale, but an ongoing dialogue is taking place between brands and their suppliers. In fact, they may be in closer contact than ever before.
That's according to Nithin Mummaneni, CEO of Infinity Loop, a negotiation intelligence platform that aids enterprises in negotiating better terms with the manufacturers that make their products.
More from WWD
Has Lesotho's Tariff Relief Missed the Window?
Safilo Group Margins Boosted by Tariff Refunds in H1 Amid Challenging Market

#relief

Ace River Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Ace River Capital Partners reported a +6.25% return in the first half of 2026, trailing the S&P 500's +9.55% and Russell 2000's +22.57% returns. Despite short‑term underperformance, the fund emphasizes long‑term compounding through concentrated investments in undervalued businesses with durable economics. The strategy remains patient and disciplined, avoiding software, finance, and insurance businesses in favor of ****** et-backed businesses with scarcity value. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Ace River Capital highlighted RCI Hospitality Holdings, Inc. (NASDAQ:RICK). Headquartered in Houston, Texas, RCI Hospitality Holdings, Inc. (NASDAQ:RICK) is a hospitality company that owns and operates clubs and restaurants. On July 28, 2026, RCI Hospitality Holdings, Inc. (NASDAQ:RICK) stock closed at $26.53 per share. One-month return of RCI Hospitality Holdings, Inc. (NASDAQ:RICK) was -4.36%, and its shares are down 27.14% over the past twelve months. RCI Hospitality Holdings, Inc. (NASDAQ:RICK) has a market capitalization of $202.81 million.
Ace River Capital stated the following regarding RCI Hospitality Holdings, Inc. (NASDAQ:RICK) in its Q2 2026 investor update:
"The investment thesis for RCI Hospitality Holdings, Inc. (NASDAQ:RICK) has strengthened. The market remains focused on the New York litigation overhang while overlooking the company's normalized free cash flow generation, valuable owned real estate, and long record of disciplined capital allocation. I believe the current valuation materially understates intrinsic value even under conservative ****** umptions. Continued share repurchases and intelligent capital allocation should enhance long term per-share value, while eventual resolution of the New York matter has the potential to remove a meaningful overhang. My conviction has increased during the period, and RCI remains one of the Fund's largest investments."
RCI Hospitality Holdings, Inc. (NASDAQ:RICK) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 13 hedge fund portfolios held RCI Hospitality Holdings, Inc. (NASDAQ:RICK) at the end of the first quarter, compared to 18 in the previous quarter. While we acknowledge the potential of RCI Hospitality Holdings, Inc. (NASDAQ:RICK) 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.

#Hospitality #river

J. Stern & Co. has agreed to combine its Swiss operations with Geneva-based **** et manager bvo capital.
After completion, J. Stern & Co. will manage more than $2.8bn in **** ets. That total includes more than $2.3bn in its flagship World Stars Global Equity strategy.
The value of the deal has not been disclosed. The transaction remains subject to approval from Swiss regulator FINMA.
"The agreement brings together two firms with highly aligned investment cultures, complementary client bases, and a shared commitment to long-term investing, based on proprietary research in high quality global businesses," J. Stern & Co said in a statement.
Christopher Rossbach and Katerina Kosmopoulou will remain in charge of the World Stars Global Equity strategy.

#swiss #Equity

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#please #reference #denied #using

July 23 (Reuters) - U.S. energy shares rose in premarket trading on Thursday as Brent crude briefly touched $100 a barrel, extending a ‌five-day rally after attacks on two Saudi oil tankers intensified ‌Middle East tensions and heightened concerns over global oil supply disruptions.
Houthi forces in Yemen have widened the conflict by targeting vessels carrying Saudi oil in the Bab el-Mandeb strait, after declaring a naval blockade on Saudi shipments.
The attacks have heightened fears that disruptions to Middle East oil exports could spread beyond the Strait ‌of Hormuz, tightening global ⁠crude supplies and supporting higher energy prices.
Here are more details:
• Brent crude futures rose as much as 6.3% to $100 ⁠per barrel by 1302 GMT for the first time since May 26. U.S. West Texas Intermediate crude was up 5.2% at $91.30 per barrel.

#east #strait #attacks

Super Micro Computer (SMCI) stock is spiking more than 20% in early market trading today after issuing a strong fourth-quarter business update yesterday. The solid Q4 update indicates that the artificial intelligence (AI)-driven demand remains robust.
While Super Micro's revenue is expected to land near the low end of management's guidance, profitability is projected to remain solid. For the fourth quarter of fiscal 2026, Super Micro expects revenue near the lower end of the guidance of approximately $11.0 billion to $12.5 billion. The biggest surprise, however, came on the margins front. SMCI now expects adjusted gross margins of 15% to 17%, nearly double its earlier guidance of 8.2% to 8.4%, driven primarily by a favorable customer and product mix.
PayPal Says a $53 Billion Takeover Offer from Stripe Undervalues It. How to Play PYPL Stock Here.
Billionaire Jeff Bezos Called Amazon's Customer Service to Prove a Point But Waited in Silence for More Than 10 Minutes — 'It Was Really Long'
Micron Stock Is Near Bear-Market Territory. Here's Why ASML's Guidance Says Buy the Dip.

#guidance #Stock #billion #fourth

Key Takeaways
Eric Richmond predicted that stablecoin-powered AI agents could grow significantly within months rather than years.
Coinbase plans to launch crypto derivatives for Canadian permitted clients within weeks as it develops its "everything exchange."
Richmond said Coinbase was targeting CIRO dealer status in early 2027.
Stablecoins as a native payment system for AI agents could see significant growth potentially within months rather than years, Coinbase Canada CEO Eric Richmond has said.

#eric #rather

In this episode of Motley Fool Hidden Gems Investing, Motley Fool retirement expert Robert Brokamp and Motley Fool employee Stephanie Marini discuss how to find the answers to questions such as:
How do you know if your retirement plan is on track?
Common rules of thumb like the 50-30-20 rule and ye olde 4% rule (and why it should be 5%).
Age-based retirement savings benchmarks from financial-services firms.
Free and premium calculators.

MicroStrategy CEO Phong Le says Wall Street's largest banks are locked in a tight race for second place on the company's Bitcoin Banking Adoption Index.
Goldman Sachs, JPMorgan, Morgan Stanley, and Citi each score within three points of one another. Fidelity, however, still holds a commanding lead.
The Bitcoin Banking Adoption Index grades 25 major banks on Bitcoin (BTC) trading, custody, and product depth.
Strategy, formerly known as MicroStrategy, published the initial 32% score, drawing on public data through July 10.
Fidelity topped the list at 71%, built on Fidelity Digital ****** ets, the custody arm it launched back in 2018.

Alaska Air Group, Inc. (NYSE:ALK) is one of the 8 Most Undervalued Growth Stocks to Buy for the Next 10 Years. Alaska Air Group, Inc. (NYSE:ALK) has been enjoying bullish ***** yst sentiment since the start of July. So far this month, 5 ***** ysts have raised their price targets on the stock. In the latest update, Christopher Stathoulopoulos from Susquehanna raised the firm's price target on ALK from $50 to $70 and reaffirmed a Buy rating. The price target revision was based on the firm's expectations that airlines will benefit from lower fuel prices, strong travel demand, and stable ticket fares heading into the second-quarter earnings season.
In addition to Susquehanna, TD Cowen also raised its price target on Alaska Air Group, Inc. (NYSE:ALK) from $51 to $59 while maintaining its Buy rating on July 2. The firm updated its price targets across the airline sector as part of its second-quarter earnings preview.
TD Cowen said that it remains broadly positive on the airline sector, ***** uming the industry can maintain this year's ticket price increases. However, the firm said that investors will likely look for confirmation that fare increases after Labour Day remain in place. They also want to see that travel demand stays strong before the airline stocks move higher.
Alaska Air Group, Inc. (NYSE:ALK) is an airline holding company operating through the Hawaiian Airlines, Alaska Airlines, and Regional segments. The company offers scheduled passenger and cargo flights using Boeing aircraft. It also provides air transportation services through Horizon Air and other third-party carriers.
While we acknowledge the potential of ALK 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.

George Pachantouris/Getty Images
European PE sponsors are striking new deals faster than they can exit old ones, and the gap is widening.
According to PitchBook's Q2 2026 European PE Breakdown, the continent's deals-to-exit ratio widened from 2.4x in 2025 to 2.9x in the first half of this year, the highest level in at least a decade. Around 1,556 deals were struck in the first six months of 2026, while only 537 ****** ets were realized.
The backlog continues to build despite a 29.7% quarter-over-quarter surge in exit value to €98.8 billion (about $113.3 billion), the best quarter in three years. However, exit count remained flat, showing that exits are concentrated in a small number of very large realizations.
In fact, 22 mega-exits accounted for 65.8% of all exit value, compared with an average of 43.6% over the past decade. It's a top-of-market clearing event that's lifting a select group of sponsors holding marquee ****** ets, while the rest of the market remains largely stalled beneath it, according to the report.