Corn futures are trading with 6 cent losses across the front months at midday. The CmdtyView national average Cash Corn price is down 6 cents at $4.84 1/2.
The weekly EIA report showed ethanol production at 1.099 million barrels per day in the week of 9/4, steady with the week prior. That is still 4.17% above the same week last year. Stocks saw a 33,000 barrel increase to 25.22 million barrels, which is 11.58% above the same week last year. Refiner inputs of ethanol were up 3,000 barrels per day to 911,000 barrels per day, with exports up 14,000 barrels per day to 161,000 bpd.
Coffee Prices Retreat on Ideal Growing Weather in Brazil and Vietnam
Cocoa Prices Fall on Signs of Adequate Supplies
Signs of Adequate Supplies Weigh on Cocoa Prices

#corn #cocoa #million

Merck (MRK) was at the center of a major cancer-treatment update in August. Specifically, the drugmaker and Moderna (MRNA) said their personalized mRNA cancer therapy, intismeran autogene, delivered positive results in a Phase 3 study involving 1,137 patients with high-risk melanoma.
Used with Keytruda, the treatment reduced the risk of cancer returning or causing death and improved distant metastasis-free survival compared with Keytruda alone. Merck shares jumped 11% on the news. That was a big move for the stock, which had posted only five single-day gains of more than 5% over the past year.
This High-Yield Construction Stock Just Raised Its Dividend by 40%
Dear Intuit Stock Fans, Mark Your Calendars for September 17
This Dividend Stock Is Staging a Turnaround in 2026 and Pays More Than 2.4%

#Dividend #high #treatment #risk

Apollo Global Management, Inc. (NYSE:APO) is reportedly in talks to acquire Johnson & Johnson (NYSE:JNJ) DePuy Synthes orthopedics business in a transaction that could value the unit at close to $20 billion, according to Bloomberg, as reported by Reuters. J&J generated $9.3 billion of revenue from the orthopedics business in 2025, making the potential transaction material for both companies. The discussions could reach an agreement within weeks, although J&J is also considering a public-market spin-off. This is consistent with J&J's October 2025 decision to separate DePuy Synthes within an expected 18-to-24-month timeframe and shift its MedTech portfolio toward higher-growth, higher-margin businesses.
For Apollo Global Management, Inc. (NYSE:APO), the attraction is the opportunity to acquire a large, established medical-device franchise with substantial recurring demand from joint-replacement and surgical procedures. A roughly $20 billion valuation against $9.3 billion of 2025 revenue implies a price-to-sales multiple of about 2.2x, giving Apollo room to pursue operational improvements, portfolio rationalization, and margin expansion if the business is acquired at an attractive valuation.
DePuy Synthes also has meaningful scale and leading positions across major orthopedics categories, while J&J has recently invested in technologies that could strengthen the franchise, including an agreement covering Gemtrack tracking technology for robotic and navigation-assisted joint procedures and the acquisition of Expanding Innovations for expandable spine implants. Apollo is also entering the potential deal from a position of considerable financial scale: it had approximately $1.05 trillion of **** ets under management as of June 30, 2026, with $198 billion in equity strategies and $849 billion in credit strategies. Its second-quarter results included $111 billion of gross capital deployment, demonstrating the capacity to execute large transactions.
For Johnson & Johnson (NYSE:JNJ), a sale could accelerate the portfolio transformation that management has already identified as a strategic priority while potentially delivering a sizeable upfront cash inflow. J&J explicitly said its planned orthopedics separation should increase the company's top-line growth and operating margins by allowing it to concentrate on Oncology, Immunology, Neuroscience, Cardiovascular, Surgery and Vision.
The company has also been restructuring orthopedics, with $307 million of restructuring expense in 2025, following $167 million in 2024 and $319 million in 2023, primarily tied to market and product exits. A sale could therefore remove a business that has required restructuring resources while allowing J&J to redeploy capital toward areas it views as higher growth and higher margin.

#NYSE #johnson

Alluvium **** et Management, an **** et management company, released its "Conventum – Alluvium Global Fund" second-quarter 2026 investor letter. The letter can be downloaded here. The second quarter reflected a sharp shift from geopolitical uncertainty and oil market volatility to a powerful equity rally led by semiconductor companies. Despite the broader market strength, the Fund declined 1.4% in EUR terms, 2.2% in USD terms, and 3.9% in AUD terms. Portfolio results were mixed, with Alphabet benefiting from strong Cloud growth, while Robert Half, H&R Block and other holdings posted solid gains. However, cable businesses and several healthcare and consumer holdings weighed on performance. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Conventum – Alluvium Global Fund highlighted Alphabet Inc. (NASDAQ:GOOG). Alphabet Inc. (NASDAQ:GOOG), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence. On September 15, 2026, Alphabet Inc. (NASDAQ:GOOG) closed at $341.43 per share, reflecting a market capitalization of $4.2 trillion. Alphabet Inc. (NASDAQ:GOOG) posted a one-month return of -0.08%, while its shares gained 36.65% over the past 52 weeks.
Conventum – Alluvium Global Fund stated the following regarding Alphabet Inc. (NASDAQ:GOOG) in its Q2 2026 investor letter:
"Alphabet Inc. (NASDAQ:GOOG) was the Fund's strongest performer over the quarter, up 24.4%. There's little to add from our last report, except that its 22% revenue growth exceeded our expectations, and it seems it can't keep up with demand, hence it has increased, yet again (and somewhat worryingly) its capital expenditure to budget (to USD 190b) and expects further increases next year."
Alphabet Inc. (NASDAQ:GOOG) ranks 7th on our list of 40 Most Popular Stocks Among Hedge Funds. As per our database, 195 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOG) at the end of the second quarter, which was 201 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOG) 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.

#goog #fund #conventum

Block has applied to the Office of the Comptroller of the Currency for a national trust bank charter, the payments company behind Square and Cash App said on Tuesday.
Builders Bank & Trust would be uninsured and non-depository, taking no deposits and making no loans. Its business would be custody of Bitcoin and other digital ***** ets, executing customer buy and sell orders on a riskless principal basis, and stablecoin settlement.
Block has run digital ***** et services for about eight years under more than 50 state money transmitter and virtual currency licenses, the application says, handling around $10.7 billion in Bitcoin transaction volume in 2025 and serving about two million monthly crypto users through Cash App by the second quarter. A federal charter, Block says, would let it support those activities "through a consistent national framework as the business scales."
Builders Bank would be headquartered in Sioux Falls, South Dakota, with no branches. All five proposed directors live elsewhere, and Block has asked the OCC to waive the rule requiring one to live within 100 miles. Lee Woolley, Block's digital ***** et strategy lead and a former Northern Trust and BNY Mellon executive, would chair it and serve as chief executive.
Dorsey himself is not among the organizers, directors or senior executives, and appears in the filing only as Block's co-founder. The business plan and capital figures went in as confidential exhibits, and the bank cannot open unless the OCC approves.

#block #digital #national

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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, Monday, September 7, 2026, the highest CD rate is 4.35%. Marcus by Goldman Sachs offers it on its 18-month 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.

#national #average #deposit #highest

December U.S. T-Bond (ZBZ26) futures present a selling opportunity on more price weakness.
See on the daily bar chart for December U.S. Treasury bond futures that prices are starting to trend down again and are not far above the contract low. The bears have the firm near-term technical advantage. That means the path of least resistance for prices is sideways to lower.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why **** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here

#december #futures #dear

Marvell Technology (MRVL) has raised the bar for its own growth story. The company reported a strong second quarter while raising the revenue forecast for fiscal 2027 and 2028. Yet, the market's reaction was anything but enthusiastic. Although a 10% drop barely puts a dent in Marvell stock's 2026 rally of 137% so far, it exposed a problem that matters more than the AI opportunity. The reason is the deal with Google (GOOG) (GOOGL).
Let's find out what led to the sell-off and if MRVL stock is a buy now.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#mrvl #technology

The 10-year Treasury yield hit a 19-month high Monday morning in a challenge to Treasury Secretary Scott Bessent's effort to ****** ert control over long-term government bond yields. Higher long-term bond yields are generally a negative for stock prices and mortgage rates, and place upward pressure on the surging cost of servicing the federal debt.
Treasury announced on Aug. 19 that it would at least double the size of buybacks of government bonds with durations of 10 years up to 30 years. The announcement stirred a brief easing of yields, with the 10-year yield slipping to 5 basis point to 4.65%. But the 10-year yield touched 4.76% on Monday, the highest since January 2025.
The 30-year Treasury yield, at 5.27%, hasn't yet eclipsed the 5.29% level ahead of Bessent's buyback news. That was the highest 30-year yield level since 2007.
The upward pressure on the 10-year Treasury yield has a number of contributors. A big one seems to be a surge in corporate debt issuance by AI hyperscalers like Google, Amazon and Microsoft. Those technology ****** ans are offering higher rates than Treasury, directing some buying power away from government debt and forcing yields higher. Persistent inflation is another factor and the resumption in U.S.-Iran strikes over the weekend won't help.
Then there's the federal budget deficit, which will come in around 6% of GDP this year, extraordinarily high for a period of solid economic growth. The rising burden of interest costs and the expense of Social Security and Medicare for baby boomers suggests that big deficits may be here to stay.

#yield

On August 19, Estée Lauder Companies (NYSE:EL) released its fiscal 2026 fourth-quarter and full-year earnings, and the numbers finally matched the turnaround story management has been selling for a year and a half. Organic net sales rose 3% for the year, adjusted operating margin expanded 320 basis points to 11.2%, and adjusted diluted EPS jumped 66% to $2.51. After several rocky years, the beauty giant is starting to look like a company executing rather than explaining.
The growth wasn't concentrated in one lucky category. Fragrance led the way with 10% organic sales growth, fueled by hero scents from Le Labo and TOM FORD, while Skin Care grew 4% across price tiers from The Ordinary to La Mer. Jo Malone London and TOM FORD both crossed into the company's billion-dollar brand club this year, joining Clinique, Estée Lauder, La Mer, and M·A·C, giving the portfolio six brands at that scale. Gross margin reached 75.5%, up 150 basis points, largely on benefits from the Profit Recovery and Growth Plan, which is now delivering an expected $1.2 billion in annual gross benefits, the high end of the range management had promised.
Organic net sales in Mainland China grew 9% for the full year, outperforming the prestige beauty market and gaining share in every quarter. Globally, online sales reached a record 34% of total reported sales, up 3 percentage points from fiscal 2025. Management continues to prioritize product innovation, which accounted for 23% of total sales in fiscal 2026, and expects that share to expand by an additional 200 to 250 basis points in fiscal 2027, led by Skin Care launches. For fiscal 2027, the company guided to full-year organic sales growth of 3% to 5% and projected an adjusted operating margin of 12.7% to 13.5%, reflecting higher profitability targets than the 11.2% achieved in fiscal 2026.
Not every part of the business is cooperating. The conflict in the Middle East cut organic sales growth in the Europe, Middle East, and Africa region by 2 percentage points in the fourth quarter, and management said the situation remains dynamic heading into fiscal 2027. Hair Care organic sales declined 1% for the year, weighed down by continued struggles in Aveda's salon channel. Makeup improved by 500 basis points over the year but still finished essentially flat, a sign the category recovery is real but incomplete. The margin story also leans heavily on cost cutting rather than pure growth.
The restructuring plan eliminated 10,000 net positions and racked up $823 million in ******* ulative charges, and fiscal 2027 cash flow guidance of $1.3 billion to $1.4 billion is actually a step down from the $1.8 billion generated in fiscal 2026, reflecting higher restructuring payments and rising working capital needs. CEO Stephane de la Faverie also made clear that large acquisitions are off the table for now, telling investors the company is "not entertaining transformational deals," which limits how quickly Estée Lauder could reshape its portfo

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.
A free rapid rescore can improve your credit scores in just two to three months. And if the lender reviewing your application offers a rapid rescore, you can potentially gain anywhere from 20 to 100 points in as little as two days. Here's a closer look at how rapid rescoring works.
Rapid rescoring is a service some lenders use to quickly add new (typically positive) information in your credit reports and update your scores.
Without rapid rescoring, it usually takes 30 to 60 days for new information to show up on your credit reports, and another 30 days or more for your credit scores to update. But with rapid rescoring, you can have a new score in just a few business days.
If you're in the process of applying for a mortgage, a rapid rescore can help you quickly resolve the following issues:

#rapid

Soybeans are trading with 3 to 7 cent losses on Tuesday morning Futures were under pressure from bean oil on Monday, with contracts down 4 to 15 ½ cents across most months, led by the nearbys. Open interest was down 17,019 contracts, suggesting some modest long liquidation. The cmdtyView national average Cash Bean price was down 13 1/2 cents at $11.88 1/2. Soymeal futures were up $2.60 to $6.20 on the day, with Soy Oil falling back 189 to 227 points.
Weekly Crop Progress data from NASS showed 91% of the US soybean crop setting pods by 8/23, with 6% dropping leaves. Condition ratings were down 1% at 60% gd/ex, with the Brugler500 index falling 4 points to 357.
Coffee Prices Soar as Supplies Tighten
Corn, Soybean Traders Get Price-Bullish Pro Farmer Crop Tour
Why This Week Looks to Be Fun

#points

Updated Aug 25, 2026, 1:38 pm EDT / Original Aug 25, 2026, 9:23 am EDT
A key stock market event this week is earnings from Nvidia
NVDA
+1.78%
, but chip maker rival Advanced Micro Devices
AMD
+4.41%
could be the better chip stock right now as the the market for central processing unit, or CPU, chips is expected to boom.
NVDA
+1.78%
AMD

#nvda #advanced

Over a 40+ year career on Wall Street, David Tepper has built a fortune estimated at $23.7 billion, mainly by making aggressive, concentrated wagers. First, he focused on the distressed debt market, building his Appaloosa Management into one of the largest and most successful hedge funds and earning him billions in the process.
Now, Appaloosa primarily manages Tepper's personal fortune. Instead of distressed debt, Tepper now mainly invests in large-cap tech stocks, most notably Amazon (NASDAQ: AMZN). According to Appaloosa's latest 13-F filing with the Securities and Exchange Commission (SEC), Tepper has around 16% of his nearly $7.5 billion stock portfolio invested in this "Magnificent Seven" stock.
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 »
During the quarter ending June 30, Tepper's Appaloosa increased its position in Amazon by 680,000 shares, or just under 15.8%. During this same time frame, Appaloosa reduced its Micron position by 41.4% and exited its Sandisk position entirely. The fund also increased its positions in Alphabet and Meta Platforms by 6.7% and 54.6%, respectively.
This strongly suggests a cycling out of "pick-and-shovel" artificial intelligence (AI) plays, into hyperscaler stocks. Tepper's fund may have made an aggressive pivot toward Facebook and Instagram parent Meta Platforms, but given that Meta accounts for only 5.1% of the overall portfolio, Amazon seems to remain the investor's highest-conviction bet on the AI growth trend.

#tepper #amazon #NVIDIA

Last Updated: Aug. 19, 2026 at 7:51pm ET
Updated 2026년. 8월 19일 오전 11:07 New York 시간
By
Aaron Back
,

#updated #york #back

Reddit (RDDT) is set to join the S&P 500 before the market opens on Aug. 18, replacing AvalonBay Communities (AVB).
J.P. Morgan ***** ysts estimate index funds that track the benchmark will need to buy about 16.7 million Reddit shares to reflect the adjustment.
At Reddit's Friday-morning price of roughly $175.69, that's close to $2.9 billion worth of stock.
That is a lot of potential flow for a business that has had an average daily trading volume since its March 2024 IPO of approximately 5.98 million shares. This means that the projected demand for the index fund is about three times the typical daily volume of Reddit.
Shares surged more than 11% on the announcement.

#volume #communities

US stocks climbed on Thursday, with the S&P 500 (^GSPC) posting a record high after another inflation reading that eased September rate-hike bets and a slew of earnings reports.
The broad-based index rose roughly 0.6%, while the tech-heavy Nasdaq Composite (^IXIC) moved up 0.8% after a calm day on Wall Street. The Dow Jones Industrial Average (^DJI), meanwhile, gained 0.1%.
Cisco (CSCO) and Cerebras (CBRS) stocks tanked on Thursday morning after the two AI-related companies reported earnings. Applied Materials (AMAT), which makes chipmaking equipment, reports results after the market close following a whopping 190% gain for its stock over the past year.
Data from the Producer Price Index, which tracks inflation from the sellers' perspective, showed prices rising by less than expected, another positive sign for investors after Wednesday's Consumer Price Index report showed inflation easing in July. So-called core readings showed slowdowns of both monthly and annual price appreciation.
Though cooling CPI and PPI data prompted traders to fade bets of a September rate hike, it likely wasn't enough to settle the divide among policymakers, and Fed watchers still expect at least one rate hike by the end of the year.

#rate #hike #thursday #september

With a market cap of $51.3 billion, Corteva, Inc. (CTVA) is a global pure-play agriculture company providing innovative seed, crop protection, and digital solutions to address the world's most pressing agricultural challenges. Through its strong brands, advanced technology pipeline, and customer-focused approach, the company helps farmers maximize productivity while supporting sustainable progress across the food system.
Shares of the agriscience company have underperformed the broader market over the past 52 weeks. CTVA stock has risen 8.6% over this time frame, while the broader S&P 500 Index ($SPX) has gained 22.4%. However, the stock has increased 14.9% on a YTD basis, outpacing SPX's 13.3% return.
Don't ******* ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Why Didn't a $100 Billion Lockup Expiration Crash ******* eX Stock? 3 Numbers That Explain Its 10% Rally.

#market #corteva

Apple Chief Executive Officer Tim Cook dropped a bombshell on investors during the company's latest quarterly earnings call, noting a "100-year flood" in memory chip pricing, suggesting a major event had occurred that upended all the company's usual **** ysis. This could be a major problem for Apple, as it has to raise prices just to maintain margins, potentially stretching already-indebted consumers and causing sales issues.
However, just because Apple may be struggling due to rising memory chip prices doesn't mean that investors will miss out on it. Instead, I'd suggest looking at memory chip companies to invest in, as they're the ones making a killing from rising prices.
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 »
Two that I think are well-positioned to cash in are Sandisk (NASDAQ: SNDK) and Micron (NASDAQ: MU). Each company has been on an absolute tear this year due to rising memory chip prices, and the trend could continue into 2027 if prices remain high.
Sandisk and Micron each fabricate memory chips. However, Sandisk focuses only on NAND memory, while Micron produces both NAND and DRAM. Both types of memory are used in Apple products and in data centers. DRAM memory is much faster but has a lower storage capacity. NAND memory is typically used for long-term data storage, although it isn't as fast as DRAM.

#memory #sandisk #dram

SK Hynix (SKHY) shares soared roughly 8% on Tuesday as several Wall Street **** ysts issued bullish notes in favor of the South Korean memory giant that was recently listed in the U.S. The company's 14-day relative strength index (RSI) sits in the mid-40s, indicating it remains miles below the overbought territory that often triggers profit-taking.
At about $154, SK Hynix stock is trading nearly 10% below the price at which it opened on Nasdaq on July 10. But Wall Street firms believe the story moving forward will be drastically different.
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

#hynix #wall #tuesday

A U.S. exchange-traded fund (ETF) that tracks the spot price of Bitcoin (CRYPTO: $BTC) is closing as inflows slow to a trickle.
Cryptocurrency ******* et manager Hashdex said that it is closing and liquidating its $14.7 million U.S. spot Bitcoin ETF.
It is the first U.S. spot Bitcoin ETF to shutdown since a dozen such funds sprang up in early 2024 after Wall Street regulators approved the tracking of BTC's price movements.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU

#Bitcoin #spot

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Reference ID: #c7a4a770 -8e94-11f1-86db-9e3bcb11ecce

#javascript #page #believe

The dollar index (DXY00) dropped to a 6-week low today and is down by -0.91%. The dollar is moving lower today on today's US economic news that showed Q2 GDP growing less than expected and the Jun core PCE prices index easing as expected, dovish factors for Fed policy. The dollar is also under pressure on negative carryover from Wednesday when the FOMC kept interest rates unchanged. Losses in the dollar accelerated today after the ****** anese yen surged on signs of suspected intervention in the forex market by ****** anese authorities to prop up the yen.
US weekly initial unemployment claims rose +9,000 to 197,000, showing a stronger labor market than expectations of 200,000.
Dollar Falls as FOMC Keeps Interest Rates Unchanged
Dollar Little Changed Ahead of FOMC Meeting Results
Dollar Sinks as the Yen Soars on Suspected ****** anese Intervention

#fomc #japanese #unchanged #suspected

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 attributed the 25% adjusted EBITDA growth and 260 basis point margin expansion to structural improvements rather than cyclical market recovery, which remains uneven.
The company achieved its $90 million run rate cost optimization milestone ahead of schedule by simplifying the organization and optimizing the manufacturing network.
Performance in Polymer Solutions was driven by IBC and large container strength, while Closures benefited from high single-digit volume growth through new business wins.
Management highlighted a strategic shift in the sales force from 'farmers' to 'hunters,' focusing on solution-based selling and new logo acquisition in high-value segments like pharma and fragrances.

#high #NVIDIA #polymer

Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it emerged that Nvidia has a significant stake in the company.
According to a filing with the U.S. Securities and Exchange Commission (SEC), Nvidia has a 9.3% equity stake in Nebius, which amounts to just over $5 billion as of this writing. It is worth noting that Nvidia announced a $2 billion investment in Nebius in March this year to help the neocloud specialist deploy more than 5 gigawatts (GW) of artificial intelligence (AI) data center capacity by the end of the decade.
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 »
That investment has grown substantially. The AI stock has jumped over 67% since Nvidia announced it was backing Nebius on March 11. The good news is that Nebius still has significant upside potential, given the fast-growing AI data center market it serves. Let's see why this Nvidia-backed AI infrastructure specialist is destined to be a long-term winner.
Nebius provides dedicated AI data centers to customers looking to run AI workloads in the cloud. More importantly, the company operates an end-to-end AI cloud infrastructure platform by offering software solutions as well, enabling customers to build AI agents, fine-tune models, and develop applications, among other things.

#infrastructure #flashing

Interested in Norfolk Southern Corporation? Here are five stocks we like better.
Norfolk Southern posted a stronger-than-expected Q2, with adjusted EPS of $3.52, a 65.5% adjusted operating ratio, and 7% growth in both net income and earnings per share. Revenue set records as volumes improved across merchandise, intermodal, and coal.
Executives said volume growth is creating near-term service pressure, but the railroad is already seeing improvement in July. The company is focusing on better originations, lower terminal dwell, faster train velocity, and tactical operating changes to restore network fluidity.
Cost and fuel inflation are pushing up full-year expense guidance, with 2026 operating expenses now expected at $8.8 billion to $8.9 billion, up from the prior range. Norfolk Southern kept capital spending at about $1.9 billion and reiterated at least $150 million in 2026 cost reductions.
This Railroad Stock Is Chugging Along to a New All-Time High

#expected

Maplewood, Minnesota-headquartered Solventum Corporation (SOLV) is a global healthcare company that develops medical technologies, products, and software to improve patient outcomes and streamline healthcare delivery. It currently has a market cap of $13.7 billion.
The healthcare company is expected to announce its Q2 2026 earnings on Wednesday, Aug. 5, after the market closes. Ahead of the event, ***** ysts expect SOLV to report a profit of $1.91 per share on a diluted basis, up 13% from $1.69 per share in the year-ago quarter. The company beat the consensus estimates in each of the past four quarters, which is noteworthy.
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.

#solventum

OpenAI's $100B ad revenue target for 2030 is 20 times eMarketer's forecast for the whole chatbot market, threatening Oracle's $75B in AI-linked commitments.
ChatGPT's AI traffic share dropped from 87% to 65% as Alphabet's Gemini gains ground, making projections of chatbot ad dominance harder to justify.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
One of the load-bearing **** umptions behind the AI investment story just got a hard sanity check, and the numbers do not add up.
According to research firm eMarketer, OpenAI's advertising business is on pace to miss the company's own five-year revenue forecast by roughly 90%. OpenAI has projected $2.5 billion in OpenAI ad revenue in 2026, growing to $100 billion by 2030. eMarketer's data tells a different story: standalone AI chatbots, including ChatGPT, Microsoft Copilot, Google AI Mode, and Amazon's Alexa for Shopping combined, will generate less than $1 billion in ad revenue this year, and just $5.41 billion across the entire market by 2030.

#forecast #gemini #don 't

Amend-and-extend volume totaled $27 billion in June, up from $26 billion in May, according to LCD. June's amend-and-extend activity came courtesy of 24 transactions, up from 21 in May. The $106 billion of A&E volume this year is running well ahead of last year's pace (roughly $84 billion over the first half of 2025). Last year was the second busiest year for such activity on record, behind only 2024.
Part of what continues to make amend-and-extend transactions attractive to issuers is the cost calculus versus a full refinancing. The average yield to maturity for refinancing institutional term loans via syndication is 6.7% in 2026, down from 7.4% in 2025 and 8.6% in 2024, but still higher than all the years spanning 2011-2022. With refinancing costs sitting above pre-2023 norms, extending an existing credit remains the cheaper path for many borrowers than marking the entire loan to market at today's spreads.
"Borrowers are also trying to be proactive and bring their deals to market before a new event that triggers risk-off sentiment, such as the AI-related selloff from a few months ago," said a market participant.
The distribution between institutional and pro rata A&E volume has been fairly balanced this year, with pro rata at $52 billion and institutional activity at $54 billion. June featured $18 billion of institutional volume and $8 billion of pro rata volume. Institutional volume in Q2 was $39 billion, the strongest quarterly showing in the recent series.
Note that pro rata debt typically entails amortizing TLAs and/or revolving credit facilities and is traditionally syndicated to finance companies and banks. Institutional debt consists of term loans structured specifically for institutional investors, including CLOs.

Last Updated: July. 15, 2026 at 7:36pm ET
2026년 7월 15일 오전 9:21 New York 시간
By
Ben Glickman
The historic ******* eX initial public offering was good for Morgan Stanley’s investment banking division. The firm’s wealth division also got a boost from IPOs.