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flatfLaT
4 days ago
After its shares sank by more than 35% at the start of the year, Toast (NYSE: TOST) stock has come roaring back since the spring to near breakeven for the year.
The combination of mixed restaurant industry sales and the software-as-a-service (SaaS) sell-off contributed to its poor early stock performance, but the company itself continued to hit on all cylinders. That was seen again in the second quarter, with the restaurant software and payments company once again delivering strong results.
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 »
While Toast had been dumped in the AI loser bucket with other software companies, that narrative makes even less sense for Toast. First, its focus is on a sprawling industry of millions of small and medium-sized restaurant operators that aren't particularly tech savvy. Frontier model companies aren't going to look to put together the salesforce to sell into this market, and these companies aren't going to vibe code their own solutions.
Meanwhile, Toast's own AI-powered solutions have been gaining traction. Its AI-powered marketing agentic AI tool Toast IQ Grow is on track to become its fastest-ever solution to reach $10 million in annual recurring revenue (ARR), as restaurants are seeing great outcomes with it. In addition, the company is looking to expand its agentic AI platform into other areas like payroll, scheduling, tax, and bookkeeping. Things like dynamic menu and margin optimization tools, and predictive labor scheduling can have big impacts for restaurant operators that survive on slim margins, and these are the types of modules that can really help grow its ARPU (average revenue per user) over the long term.

#Companies #aren 't #first
flatfLaT
4 days ago
Plus500 (LON:PLUS) reported record first-half results for 2026, supported by growth in customer activity, continued investment in acquisition and an expanding contribution from its non-over-the-counter business, including U.S. futures and prediction markets.
Group Chief Executive Officer David Zruia said the performance reflected the company's strategy of entering new markets, broadening its product range and increasing engagement with higher-value customers. He said Plus500 entered the second half with momentum and expected to deliver full-year results in line with current market expectations.
→ No Hangover: Revisiting Microsoft One Week After Earnings
Customer income rose 24% year over year to approximately $461 million, a five-year high, while revenue increased 12% to about $463 million, its highest level in three years. Trading income, the group's principal revenue source, grew 15% to $441.8 million.
Elad Even-Chen, Group CFO, said the revenue mix was becoming less dependent on interest income, which declined as global rates fell, and increasingly supported by trading activity and customer engagement.

#year #income
flatfLaT
6 days ago
After a sharp pullback, Meta Platforms is testing a price floor that has held strong on seven prior occasions. The business arriving this time is different, setting up a classic standoff between history and today's reality.
Meta Platforms (META) connects 3.6 billion people through its family of apps and sells advertising against that attention. After a 13% slide from its recent high, the stock now trades around $589 a share, a price zone where buyers have repeatedly stepped in to halt declines. This floor between $560.41 and $619.40 has been successfully defended seven times before. History says buyers show up here. Will they this time?
The pattern is striking. Since late 2024, every significant test of this price level has been met with a sharp rebound. Most of these are not minor rallies; the average peak gain following a successful defense has been 21%. The bounces have varied in speed and scale, from a swift 20% gain in just eight days in January 2026 to a more sustained 38% climb over 103 days starting in May 2025. This history creates a powerful precedent, suggesting a level of psychological and technical importance for the stock.
Peak Gain After Holding
Days To That Peak

#peak #price #seven
flatfLaT
11 days ago
AI infrastructure spending is moving faster than anyone expected. Capital expenditure estimates for 2026 have risen to about $750 billion, which works out to 67% growth from last year. Forecasts for 2027 are already closing in on $1 trillion. With numbers that big, investors are starting to wonder whether all these data centers can actually get funded and built on time.
Nvidia Corporation (NVDA) is now caught up in that debate. Reports say the company may put up a credit backstop of as much as $250 billion for OpenAI's planned data center project in Ohio. Wedbush says the deal introduces a near-term risk for Nvidia, though the firm still sees the bigger picture for AI infrastructure demand as positive over the long haul.
CoreWeave Just Scored a Leidos Partnership. What That Means for CRWV Stock Here.
Palantir Is Set to Deliver Strong Q2. ****** ysts See 60% Upside Potential for PLTR Stock.
Earnings, PMI and Other Key Things to Watch this Week

#infrastructure #capital #nvda #reports
flatfLaT
13 days ago
Medicare has excluded routine dental since 1965, and a single implant now costs $4,500, which is enough to wipe out an entire year's Social Security COLA increase.
Medicare Advantage dental riders and standalone plans both cap annual benefits somewhere between $1,000 and $2,000, leaving $3,000 or more uncovered on a single implant.
Dental schools perform implants at prices 30 to 50 percent below what private practices charge, making them the highest-leverage option for a procedure Medicare will never cover.
Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help you answer that today. Each advisor has been carefully vetted, and must act in your best interests. Don't waste another minute; learn more here.
A 68-year-old on Original Medicare walks out of her dentist's office with a treatment plan for a single implant. The estimate: $4,500. She calls 1-800-MEDICARE to confirm coverage and receives the answer she hoped was wrong. Original Medicare will pay zero. The estimate is not her coinsurance. It is her bill.

#medicare #single
flatfLaT
14 days ago
For two years, BMW was the German automaker that seemed to have figured it out.
While Volkswagen was announcing 35,000 job cuts and Mercedes-Benz was launching its own redundancy program, BMW kept its head down and its numbers relatively clean.
It held onto combustion engine options when rivals were abandoning them. It avoided the kind of expensive strategy reversals that cost peers billions. Its electric sales were growing without the margin collapse that hit everyone else.
On July 29, CEO Milan Nedeljkovic and works council chairman Martin Kimmich stood in front of employees at a company-wide **** embly and delivered news that ended that narrative.
"The rules dictating the industry have substantially changed, and with it the foundation of BMW's business model," Nedeljkovic told staff.

#nedeljkovic #volkswagen #mercedes #Milan
flatfLaT
17 days ago
The BitMart and BitMEX shutdowns have drawn bullish reactions, with ******* ysts calling the closures a healthy reset.
BitMart began winding down on Sunday, three days after BitMEX confirmed its own exit. AscendEX closed on July 1, bringing the total number of exchange closures this month to 3.
Moonrock Capital founder and managing partner Simon Dedic argued that the recent closures of several centralised crypto exchanges reflect deeper flaws in the industry's business model.
"The extraction model has a fatal flaw: it needs a steady supply of victims. When those dry up, so does the business. One of the underrated perks of a brutal bear: the market is actually healing," he noted.
Ran Neuner, CEO of Crypto Banter, made a cycle-timing argument instead. According to him,

#bitmart #business #model #moonrock
flatfLaT
21 days ago
By
July 23, 2026 5:13 pm ET
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(1 min)
SAP posted higher revenue in its latest quarter, but lowered its operating profit guidance for the current fiscal year citing a sequential deceleration in growth.

#posted
flatfLaT
21 days ago
Investors seeking financial exposure can choose between the broad-market State Street Financial Select Sector SPDR ETF (NYSEMKT:XLF), which offers low-cost diversified access to the sector, or the more targeted State Street SPDR S&P Bank ETF (NYSEMKT:KBE), for a more concentrated bet on the banking industry.
Both funds are managed by State Street (NYSE:STT), but they serve different roles in a portfolio -- XLF tracks the heavyweights of the S&P 500's financial sector, while KBE uses a modified equal-weighted strategy to provide exposure to banks across the market cap spectrum.
Metric
KBE
XLF

#financial #sector #exposure
flatfLaT
21 days ago
Argus

Jul 24, 2026
Intermediate Term
Long Term

#term #argus #intermediate #long
flatfLaT
23 days ago
Dodge & **** Fund, an investment management company, released its second-quarter 2026 investor letter for "Dodge and **** Stock Fund". A copy of the letter can be downloaded here. Despite volatile oil prices and rising inflation, U.S. equities reached record highs in Q2 2026, driven by a technology-led rally, particularly in memory semiconductors. The Fund's Class A shares returned 5.57%, underperforming the S&P 500 Index's 15.20% return and the Russell 1000 Value Index's 13.84% gain, mainly due to underweighting in Information Technology and weak performances from several holdings. Concerns over AI disruption negatively impacted companies with strong franchises. The Fund's bottom-up investment approach allowed it to acquire shares in industry leaders with strong long-term fundamentals. The firm believes that increased exposure to high-quality businesses and a diversified portfolio positions the Fund well for future growth. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Dodge and **** Stock Fund highlighted KKR & Co. Inc. (NYSE:KKR). KKR & Co. Inc. (NYSE:KKR) is a leading private equity and real estate investment firm focusing on direct and fund-of-fund investments. On July 21, 2026, KKR & Co. Inc. (NYSE:KKR) closed at $97.11 per share, reflecting a market capitalization of $90.55 billion. KKR & Co. Inc. (NYSE:KKR) posted a one-month return of 6.12%, while its shares lost 34.50% over the past 52 weeks.
Dodge and **** Stock Fund stated the following regarding KKR & Co. Inc. (NYSE:KKR) in its Q2 2026 investor update:
"During the second quarter, concerns about AI disruption led to declines in a number of companies with strong franchises and solid profitability. Our bottom-up approach led us to establish several new positions in industry leaders whose shares have lagged, and where we believe the long-term fundamentals are not fully reflected in their current prices. We initiated a position in Visa, a leader in global payments, an industry characterized by strong network effects and high barriers to entry.
KKR & Co. Inc. (NYSE:KKR), a global alternative **** et manager, is also a new position in the Fund. Its share price declined amid broader macroeconomic concerns and potential weakness in its private credit and software investments. We believe the company's exposures to these areas are manageable and not overly concentrated. KKR traded at 13.6 times forward earnings, despite its diversified portfolio across private equity, real **** ets, and credit, and strong alignment between management and shareholders."

#fund #NYSE #dodge #shares
flatfLaT
24 days ago
With a market cap of $23.9 billion, Corpay, Inc. (CPAY) is a global payments company that provides businesses and consumers with solutions to manage and pay expenses through services such as corporate payments, vehicle payments, lodging payments, and prepaid cards. It serves a wide range of customers by offering fuel and fleet solutions, cross-border and virtual payments, travel and lodging management, and workforce payment services.
The Atlanta, Georgia-based company is set to announce its fiscal Q2 2026 results soon. Ahead of this event, ***** ysts expect Corpay to report a profit of $6.17 per share, up 28.3% from $4.81 per share in the year-ago quarter. It has surpassed Wall Street's earnings estimates in each of the last four quarters.
Alibaba Stock Just Got Apple's Biggest AI Endorsement. This Could Be a Game Changer for BABA.
Elon Musk Says If ***** eX Accomplishes Its Goals, 'It Will Be Worth More Than The Rest of Earth' — Though He's Also Said 'Money Will Stop Being Relevant'
AI Bubble Fears, Earnings and Other Can't Miss Items this Week

#corpay #earnings #company #solutions
flatfLaT
26 days ago
Americans get one 6-month guaranteed-issue window for Medigap at 65, after which insurers in 46 states can deny coverage based on health history permanently.
The window opens at Part B enrollment, not the 65th birthday, so delaying Part B for employer coverage directly delays and can complicate Medigap access.
Only New York, Connecticut, Massachusetts, and Maine require year-round guaranteed issue, and those protections don't transfer if policyholders move states.
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Federal law hands every American a single, non-repeating window to buy Medicare supplemental insurance on favorable terms. It opens the month a person turns 65 and enrolls in Medicare Part B, lasts exactly six months, and never comes back. Inside that window, insurers must sell any Medigap policy they offer at their best available rate, regardless of health history. Outside it, in most states, they can pull medical records, charge more, exclude conditions, or refuse to sell entirely.
flatfLaT
29 days ago
EQT Corporation (NYSE:EQT) is one of the 8 Worst Blue Chip Stocks to Buy Now.
On July 8, 2026, UBS lowered the firm's price target on EQT Corporation (NYSE:EQT) to $73 from $74 previously and kept a Buy rating on the shares.
On July 2, Jefferies **** yst Lloyd Byrne lowered the firm's price target on EQT Corporation (NYSE:EQT) to $75 from $77 and kept a Buy rating on the shares as part of a Q2 preview. Byrne said Jefferies expects EQT to post Q2 EBITDA of $1.13B, just below the consensus of $1.19B.
On June 30, Freedom Broker initiated coverage of EQT Corporation (NYSE:EQT) with a Buy rating and $79 price target on the shares. The firm said EQT is the largest U.S. natural gas producer and is positioned to benefit from improving natural gas market fundamentals.
EQT Corporation (NYSE:EQT) engages in the exploration, production, gathering, and transmission of hydrocarbons and natural gas.
flatfLaT
1 month ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
In the face of an increasingly K-shaped economy, businesses are abandoning middle-class buyers (1). Instead, they're catering their products and services toward those who can afford to pay.
In the June Federal Reserve Beige Book, the Federal Reserve Banks of New York, Cleveland, Richmond and Atlanta all reported solid or increasing demand for luxury products, including luxury goods, travel and real estate (2). Many of them also reported weakening markets for similar lower-end products.
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
JP Morgan sees gold hitting $6,000/oz before 2027 — and a gold IRA lets you hold the physical metal while deferring the tax bill. Get your free guide from Priority Gold
flatfLaT
1 month ago
SoFi Technologies (NASDAQ: SOFI) stock has been having an awful year, but the digital bank is growing rapidly, and it represents the future of finance. Down 29% year to date, it could be a bargain. But could it turn $25,000 into $1 million?
SoFi is an all-digital bank, and it stands out in a crowded ****** e in a few ways. It aims to be a complete financial app that allows users to manage every aspect of their finances, and it's constantly releasing new products and features to generate higher engagement. From its roots as a student loan company, it has expanded into bank accounts, including receiving a bank charter through its 2021 acquisition of Golden Pacific Bank, as well as investing, credit cards, and more.
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 »
While its traditional products cement its status as a stable player in banking, the newer, bolder products are attracting a young, digital-savvy clientele. It recently unleashed a whole slew of tech-based services, including cryptocurrency trading through its app, international wire transfers on the Blockchain, and its own SoFi stablecoin, which is tethered to the U.S. dollar.
SoFi is also acquiring Composer, an artificial intelligence (AI) agent for investing, that can create strategies, follow prompts, and carry out trades.
flatfLaT
1 month ago
Maximizing dividend income isn't all about chasing high yields. A company must have a healthy, growing business to generate the profits needed to pay dividends and raise them over time. A high dividend yield can even be a red flag, a trap that ultimately costs investors more than they bargained for.
Fortunately, there are some fantastic high-yield dividend stocks out there. That's especially true in healthcare. It's an evergreen industry, and an enormous one; in the United States, healthcare spending in 2025 reached $5.7 trillion.
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 »
These three healthcare stocks will pay you generously to hold them, and have the stability and growth to own them for the long haul. While AbbVie (NYSE: ABBV) tops this list, you don't want to miss the other two.
The pharmaceutical industry is a major driver of the broader healthcare sector, and AbbVie is one of its top players. The company boasts an impressive portfolio spanning immunology, oncology, neuroscience, eye care, and aesthetics. AbbVie has increased its dividend for at least 50 consecutive years, dating back to its years as part of Abbott Laboratories. This impressive feat makes the stock a Dividend King.
flatfLaT
1 month ago
MP Materials Corp. (NYSE:MP) is among the Most Promising Stocks.
On June 28, The Wall Street Journal reported that MP Materials Corp. (NYSE:MP) sued USA Rare Earth, alleging the company misappropriated proprietary grain boundary diffusion technology through former engineer Kevin Elkins. However, Kevin denies the allegations. MP seeks at least $5 million in damages. The firm claims USA Rare Earth conducted a "raiding mission" by hiring at least eight key employees.
The WSJ said USA Rare Earth rejected the lawsuit, calling the claims "baseless" and arguing in a Texas court filing that the technology is "readily ascertainable via independent development, reverse engineering, and/or other proper means."
An MP Materials Corp. (NYSE:MP) spokesperson said, "Competition is good, but blatant theft is unacceptable." A USA Rare Earth spokesperson said the firm is "making significant strides in furthering America's strategic interests."
The Journal reported the legal battle shows intensifying competition as companies race to build a US rare-earth supply chain supported by billions in government and private investment.
flatfLaT
1 month ago
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flatfLaT
1 month ago
Longleaf Partners, managed by Southeastern **** et Management, released its first-quarter 2026 investor letter for its "Small-Cap Fund". A copy of the letter can be downloaded here. The Fund returned -2.72% in the quarter, outperforming the Russell 3000's -3.96% return and lagging the Russell 2000 Index's 0.89% and the Russell 2000 Value Index's 4.96% gains. The market experienced significant sector-wide movements in the quarter driven by perceptions surrounding AI outcomes, alongside complications from the conflict in Iran and escalating private credit risks. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its first-quarter 2026 investor letter, Longleaf Partners Small-Cap Fund highlighted The Boston Beer Company, Inc. (NYSE:SAM). The Boston Beer Company, Inc. (NYSE:SAM) is an alcoholic beverage company known for its Samuel Adams Boston Lager. On June 26, 2026, The Boston Beer Company, Inc. (NYSE:SAM) closed at $191.87 per share, reflecting a market capitalization of $1.99 billion. The Boston Beer Company, Inc. (NYSE:SAM) posted a one-month return of 9.37%, while its shares lost 4.07% over the past 52 weeks.
Longleaf Partners Small-Cap Fund stated the following regarding The Boston Beer Company, Inc. (NYSE:SAM) in its Q1 2026 investor letter:
"The Boston Beer Company, Inc. (NYSE:SAM) – Alcoholic beverage company Boston Beer was a contributor for the quarter as industry data improved compared to last year. Sentiment around the industry appears to be leveling off after two years of headwinds from changes in consumption habits. The company reported solid first quarter results that were highlighted by continued improvement in gross margins. Recent innovation Sun Cruiser is growing volumes rapidly as the brand expands nationwide to take advantage of the sizable runway remaining in the ready-to-drink tea **** e. The company also continues to make progress in fixing problems at Twisted Tea, their largest brand. Boston Beer remains both an active share repurchaser and attractive acquisition target as alcohol industry consolidation looks to be on the horizon."
The Boston Beer Company, Inc. (NYSE:SAM) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 35 hedge fund portfolios held The Boston Beer Company, Inc. (NYSE:SAM) at the end of the first quarter, compared to 37 in the previous quarter. While we acknowledge the potential of The Boston Beer Company, Inc. (NYSE:SAM) 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.
flatfLaT
2 months ago
By Amanda Cooper
LONDON, June 30 (Reuters) - Global stocks were headed for their best second-quarter performance in six years on Tuesday, while a resurgent dollar pushed the yen to a four-decade low and was headed for a fourth straight quarterly rise.
Within the past three months, the Strait ‌of Hormuz has re-opened gradually and haphazardly as hostilities between the U.S. and Iran receded into a fragile ceasefire, knocking 20% off the price ‌of oil. In addition, a dramatic shift in expectations for U.S. interest rates has occurred, against a backdrop of a seemingly unstoppable boom in artificial intelligence stocks.
The MSCI All-World index has risen almost 14% to record highs in the last three months, marking its best second-quarter performance since 2020.
Most of the gains have been powered by a scorching rally in anything AI-related, particularly in Asian markets, where indexes in ******* an, South Korea and Taiwan have logged double-digit percentage gains. The S&P 500 is also up 14% and the Nasdaq, which welcomed $2 trillion ******* eX to its ranks in June, has gained 20%.