Based in Pittsburgh, Pennsylvania, The Kraft Heinz Company (KHC) is a global food and beverage manufacturer and marketer. Its products cover a remarkably broad portion of the grocery aisle, including condiments, sauces, cheese, frozen foods, desserts, beverages, coffee, and meats.
Its best-known brands include Heinz, Kraft, Oscar Mayer, Philadelphia, and Lunchables. Together, these businesses support a company with a market capitalization of roughly $29.5 billion, comfortably above the $10 billion threshold generally ***** ociated with large-cap stocks.
Dear Nvidia Stock Fans, Mark Your Calendars for September 10
Rocket Lab Keeps Landing Defense Deals. Here's Why ***** ysts Aren't Getting More Bullish.
Micron Price Targets Are Rising - Bull Put Credit Spreads in MU Are Attractive for Investors with Limited Funds

#kraft #company #oscar

Micron Technology (NASDAQ: MU) stock closed at $958.73 on Monday, Aug. 31, which was 21% below its June all-time high. But just to keep things in perspective, the stock is still sitting on an eye-popping one-year gain of 680%.
Micron supplies some of the world's best high-bandwidth memory (HBM) for data centers, a critical component in the artificial intelligence (AI) hardware stack. Demand is currently through the roof and supply remains tight, giving the company an unprecedented ability to dictate 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 »
However, the supply-demand imbalance could resolve during the next year or two, potentially hurting Micron's financial performance. Therefore, although its stock is trading at a very attractive valuation, it isn't a straightforward buy right now. Here's why I'm steering clear despite the recent dip.
According to Nvidia, the five largest hyperscale companies (which includes the likes of Microsoft and Amazon), will spend nearly $800 billion combined on AI data center infrastructure during 2026, with a substantial chunk of that money going toward chips and components. Nvidia says that spending figure could top $1.3 trillion in 2027.

#NVIDIA #signal #flashing #year

Sands Capital, an investment management company, released its "Sands Capital Select Growth Fund" Q2 2026 investor letter. The letter can be downloaded here. Select Growth Fund targets U.S. businesses driving significant structural change through disruptive innovation. The fund returned 23.2% in the quarter, outperforming the Russell 1000 Growth Index's 16.7%. U.S. large-cap growth equities rebounded sharply, driven by improving corporate fundamentals and renewed investor confidence in AI, despite geopolitical uncertainties. However, the market's gains were narrow, concentrated among AI beneficiaries. The portfolio's success stemmed from strength in AI infrastructure holdings, especially memory and storage, supported by better pricing and tightening supply. As AI development advances, continuous demand for compute capacity is expected, prompting investments in memory, CPUs, AI chips, and semiconductor manufacturing to address emerging bottlenecks essential for scaling AI. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Sands Capital Select Growth Fund highlighted Sphere Entertainment Co. (NYSE:SPHR). Sphere Entertainment Co. (NYSE:SPHR) is a US-based live entertainment and media company. On September 1, 2026, Sphere Entertainment Co. (NYSE:SPHR) closed at $133.30 per share, reflecting a market capitalization of $4.79 billion. Sphere Entertainment Co. (NYSE:SPHR) posted a one-month return of -17.02%, while its shares gained 175.53% over the past 52 weeks.
Sands Capital Select Growth Fund stated the following regarding Sphere Entertainment Co. (NYSE:SPHR) in its Q2 2026 investor letter:
"Sphere Entertainment Co. (NYSE:SPHR) and ****** e Exploration Technologies (SpaceX) were added as more idiosyncratic growth opportunities. Sphere is creating a new category of immersive live entertainment, where we believe premium in-person experiences may become more valuable as digital content becomes increasingly abundant. Its Las Vegas venue combines live events, original content, and proprietary technology, creating the potential for high utilization and attractive venue-level economics. Over time, the investment case depends on Sphere's ability to scale beyond Las Vegas through additional venues, licensing, and high-margin content monetization."
Sphere Entertainment Co. (NYSE:SPHR) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held Sphere Entertainment Co. (NYSE:SPHR) at the end of the second quarter, which was 2 in the previous quarter. While we acknowledge the potential of Sphere Entertainment Co. (NYSE:SPHR) 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.

#NYSE #s

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.
Why we like it: While its highest rewards categories may not be the most useful for your project, the Chase Freedom Unlimited does carry a lot of value in its minimum 1.5% on all purchases.
The Chase Freedom Unlimited also has an intro 0% APR period. So while you're earning those extra rewards over the first year, you won't pay any added interest charges. Just make sure to pay down your balance before the 15-month intro period is up to avoid the standard variable APR.
Learn more: See our picks for the best Chase credit card
Why we like it: The Blue Cash Everyday from Amex is already among our top cash-back credit cards for everyday spending, but it can also add major value to your home improvement plans. If you're planning to order any of your tools, supplies, furniture, appliances, or other necessities for your project online, you'll get 3% back on up to $6,000 per year. If you max out that category over the year, you could total $180 cash back toward home improvement spending — and that's before accounting for added rewards at the supermarket or gas station.

#back

Washington, the District Of Columbia-based Danaher Corporation (DHR) designs, manufactures, and markets professional, medical, research, and industrial products and services. The company is valued at $151.9 billion by market cap.
Companies worth $10 billion or more are generally described as "large-cap stocks," and DHR definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the diagnostics & research industry. DHR's competitive strengths come from its portfolio of high-margin, mission-critical tools in biotech, diagnostics, and life sciences. Strong positions in regulated, R&D-heavy markets give it pricing power and resilience, even in downturns.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Wu-Tang Clan Member Raekwon Is a Palantir 'OG,' Visiting Headquarters 16 Years After Receiving His Custom PLTR Jacket
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR

#palantir

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.
Though rare, financial institutions do fail from time to time. In 2023, for example, banking giants Citizens Bank, Signature Bank, and Silicon Valley Bank all collapsed.
But what about credit unions? Though they're often considered "safer" than banks, credit unions can also fail — though the financial fallout is typically mild by comparison.
So far, in 2026, five banks have failed. In the same time period, three credit unions have failed. Let's take a closer look at why a credit union might fail, and what happens next.
Read more: 7 credit unions anyone can join

#unions #financial #banks

Shares of Urban Outfitters (NASDAQ: URBN) charged sharply higher on Wednesday, surging as much as 8.5%. As of 2:46 p.m. ET, the stock was still up 8.4%.
The catalyst that drove the apparel retailer higher was robust results released by a competitor.
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 »
Abercrombie & Fitch (NYSE: ANF) released the results for its fiscal 2026 second quarter (ended Aug. 1), and shareholders rejoiced. The company generated record second-quarter net sales that rose 5% to $1.3 billion, marking its 15 consecutive quarter of growth. The gains were broad-based, with net sales in the Americas up 5%, sales in Asia Pacific (APAC) up 19%, and sales in Europe, the Middle East, and Africa (EMEA) up 2%. It also marked the best-ever second quarter across brands, with Abercrombie brands up 8% and Hollister up 2%.
Strong sales growth also boosted profits as adjusted earnings per diluted share (EPS) rose 79% to $4.17. It's worth noting that the results got a $100 million benefit -- or EPS of $1.75 -- from tariff refunds. The Supreme Court recently ruled that tariffs imposed by the Trump administration using the International Emergency Economic Powers Act (IEEPA) were illegal, prompting the refunds. However, even excluding the impact of the tariff refund, Abercrombie surpassed expectations.

#NVIDIA #second #higher #released

Greenlight Capital is an investment management firm specializing in value-oriented strategies. The letter can be downloaded here. Greenlight Capital released its second-quarter 2026 investor letter, reporting a 4.3% decline for the Partnerships and a 1.9% year-to-date gain, net of fees and expenses, compared with gains of 15.2% and 10.2% for the S&P 500 Index. The funds entered the quarter conservatively, but costly trading decisions and macro positions, particularly in gold and U.S. interest rates, weighed on results. Long positions contributed roughly 9%, offset by similar losses from shorts. The letter also highlighted concerns over speculative market conditions, using ****** eX's $1.75 trillion IPO valuation and investment-grade rating as examples of excess. Looking ahead, Greenlight is more constructive on Fed Chairman Kevin Warsh's inflation stance and expects positions to recover if inflation moderates and rates remain unchanged. Additionally, reviewing the Strategy's top holdings could help identify its best ideas for 2026.
In its second-quarter 2026 investor letter, Greenlight Capital highlighted Comcast Corporation (NASDAQ:CMCSA). Comcast Corporation (NASDAQ:CMCSA) is a leading media and technology company. On August 26, 2026, Comcast Corporation (NASDAQ:CMCSA) closed at $27.20 per share. Over the past month, Comcast Corporation (NASDAQ:CMCSA) returned 12.76%, while its shares have declined 15.13% in the last 52 weeks. Comcast Corporation (NASDAQ:CMCSA) has a market capitalization of $3.51 billion, and its stock has traded within a 52-week range of $21.28 to $32.86.
Greenlight Capital stated the following regarding Comcast Corporation (NASDAQ:CMCSA) in its Q2 2026 investor letter:
"Comcast Corporation (NASDAQ:CMCSA) is a diversified media and technology company with broadband, video and wireless businesses, alongside media, studios and theme parks. The stock declined about 60% over the past five years as structural and competitive pressures have weighed on its legacy broadband and video businesses. At our entry price of $23.91 per share, CMCSA traded at only 5x EBITDA, which we believe significantly undervalues its free cash flow generation and the collective value of its businesses. At the end of the quarter, CMCSA announced the spin-off of NBCUniversal, an important step that we believe should help highlight the value embedded within the company. CMCSA shares ended the quarter at $24.55."
Comcast Corporation (NASDAQ:CMCSA) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 82 hedge fund portfolios held Comcast Corporation (NASDAQ:CMCSA) at the end of the second quarter which was 78 in the previous quarter. While we acknowledge the potential of Comcast Corporation (NASDAQ:CMCSA) 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-er

KO and JNJ have raised dividends for decades, but their low yields mean replacing $120K in salary demands $3M or more in capital.
Realty Income and Verizon yield 5% to 6%, cutting required capital to $2M, but dividend growth in this band slows to pennies annually.
A 12% yield that never grows from a fund losing 3% NAV yearly leaves both buying power and principal noticeably smaller after a decade.
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.
Consider a $120,000 salary, which sits near the ceiling of median household income in expensive metros and is roughly what senior engineers, experienced nurse practitioners, and mid-career attorneys pull down before taxes. Replacing that with dividend income instead of a regular paycheck is the goal that quietly drives most late-career portfolio decisions, and the amount of capital required swings by millions depending on the yield you are willing to accept.

#income #Dividend #Career

Tor Olav Troim, a Director of Borr Drilling Limited (NYSE:BORR), purchased 200,000 shares on August 25, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Transaction value
$874,000

#olav #director #form

The problem with AI valuations is that infrastructure spending is running far ahead of the revenue available to support it. Goldman Sachs estimates roughly $7.6 trillion in ****** ulative AI capital spending from 2026 through 2031. OpenAI and Anthropic, meanwhile, were generating combined annualized revenue of more than $105 billion by August 2026, which is impressive growth, but still a small base relative to the buildout.
To avoid cataclysmic infrastructure write-downs on hardware with brief 3-to-5-year lifecycles, the industry must scale its annual recurring revenue past $1 trillion by 2030.
Skeptics think the industry is building hardware capacity faster than customers can use it profitably. Under the bear case, the revenue gap eventually reaches hardware suppliers. If enterprise demand fails to fill new capacity, hyperscalers will slow purchases, demand lower prices and move routine workloads to internal chips. Short hardware lifecycles would make even a temporary glut expensive.
Nvidia Corporation (NASDAQ:NVDA) carries the greatest exposure because its 74.9% quarterly gross margin depends on customers competing for scarce, high-end GPUs. Google's TPUs, Amazon's Trainium and Microsoft's Maia can absorb predictable inference workloads, reducing Nvidia purchases and increasing hyperscalers' bargaining power.
The market still expects Nvidia Corporation (NASDAQ:NVDA) to retain most of its advantage. The shares traded at 25.64 times forward earnings as of August 17, while 285 elite hedge funds in Insider Monkey's second-quarter database held long positions. Slower orders combined with weaker pricing would hit both earnings expectations and a crowded trade.

#corporation #NASDAQ

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ***** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted SAP SE (NYSE:SAP). SAP SE (NYSE:SAP) provides enterprise application and business solutions worldwide. On August 18, 2026, SAP SE (NYSE:SAP) closed at $210.47 per share. One-month return of SAP SE (NYSE:SAP) was 41.49% and its shares gained 22.77% over the past 52 weeks. SAP SE (NYSE:SAP) has a market capitalization of $246.79 billion.
Eagle Capital Management stated the following regarding SAP SE (NYSE:SAP) in its Q2 2026 investor letter:
"Software is controversial due to fears of Al-driven disruption. Al makes it easier to build software and will change workflows in how it is used. We believe there will be heightened competition and greater separation between winners and losers over the coming years. The industry is deservedly trading at a higher risk premium, but within the market there are plenty of mispricings.
SAP SE (NYSE:SAP) is the world's largest provider of ERP software. It is mission-critical and sticky. It will face tougher competition in peripheral products, but its core should grow rapidly over the next five years as it migrates customers to its modern platform. We expect EPS growth in the high teens, driven by revenue growth, operating leverage, and share buybacks."

#capital #management #Growth

Social media platform X is reportedly considering paying influencers and content creators in stablecoins.
Media reports say that X, which is owned by Elon Musk, is in talks with Circle Internet Group (NYSE: $CRCL) about using its USDC stablecoin (CRYPTO: $USDC) to pay people.
Stablecoin payments would include royalties to content creators and influential users of the platform who regularly upload content.
More From Cryptoprowl:
MEXC July TradFi Trading Shifts Toward AI Storage as SNDK Futures Volume Surges More Than 15x Times

#Media #stablecoin #platform #elon

DELL specializes in information technology infrastructure, workforce transformation, and technology connectivity solutions, with AI servers under heavy demand currently. In its first-quarter fiscal 2027 earnings report, Dell showed a record $43.8 billion in revenue (an 88% year-over-year gain), $16.1 billion in AI server revenue, non-GAAP per-share earnings of $4.86 (a 214% gain), and $2.1 billion returned to shareholders through repurchases and dividends. The company reports again on Sept. 3.
It's no wonder DELL shares are up 281% so far this year – and they could rise more. MoneyFlows data shows how Big Money investors are again betting heavily on the stock.
Institutional volumes reveal plenty. In the last year, DELL has enjoyed strong investor demand, which we believe to be institutional support.
Each green bar signals unusually large volumes in DELL shares. They reflect our proprietary inflow signal, pushing the stock higher:
DELL has experienced almost nothing but inflows from institutions, boosting shares over 245% in the last year. Source: www.moneyflows.com

#billion #shares #moneyflows

Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund achieved an approximate 11% net return in the second quarter, indicating progress from the first quarter. Key changes to the portfolio will include lower concentration and increased investments with near-term catalysts, alongside a proactive stance on profit-taking. The focus will remain on owning strong businesses and conducting research that challenges consensus views, as several major investments are poised for significant events within the year. Despite declines in market multiples, underlying businesses continue to grow, suggesting a favorable positioning for returns. Additionally, reviewing the Fund's top five holdings could help identify its best picks for 2026.
In its Q2 2026 investor letter, Greenhaven Road Capital highlighted AnaptysBio, Inc. (NASDAQ:ANAB) as a newly added position. AnaptysBio, Inc. (NASDAQ:ANAB) is a clinical-stage biotechnology company focusing on immunology therapeutics for autoimmune and inflammatory diseases. On August 14, 2026, AnaptysBio, Inc. (NASDAQ:ANAB) closed at $58.47 per share, reflecting a market capitalization of $1.73 billion. AnaptysBio, Inc. (NASDAQ:ANAB) posted a one-month return of 16.27%, while its shares gained 338.15% over the past 52 weeks.
Greenhaven Road Capital stated the following regarding AnaptysBio, Inc. (NASDAQ:ANAB) in its Q2 2026 investor letter:
"Many of our investments require patience. Rather than a clear near-term catalyst, they offer an advantaged product or management team that can build the business and compound value over time. This quarter, we invested in AnaptysBio, a situation that may not require as much patience.
AnaptysBio, Inc. (NASDAQ:ANAB) is a drug royalty company. In 2014, Tesaro licensed a portfolio of pre-clinical antibodies from AnaptysBio. Tesaro, then a small company with $180M in cash, paid AnaptysBio $17M under an agreement designed for two small companies. The agreement included exclusivity and notification provisions and required Tesaro to seek an "optimal commercial return" for AnaptysBio's drugs, which were still in clinical trials.

#road #company #letter

China exported 6.7% more fuel last month than it did in June, although on an annual basis fuel exports dropped by 12.9%, Reuters reported today, citing Chinese customs data.
In absolute terms, Chinese refiners exported 4.65 million tons of refined products including gasoline, diesel, jet fuel, and bunkering fuel. Diesel exports totalled 810,000 tons last month, up by 88% amid a global squeeze on diesel stocks because of the wars in the Middle East and Ukraine. This puts them on par with July 2025 export levels and 50% higher than the average monthly so far this year.
Exports of other refined oil products, however, remain substantially lower than they were before the United States and Israel launched the February 28 strikes on Iran that started the war. Gasoline exports in July were 55.3% lower than a year earlier but up by a massive 320% from June as the Chinese government relaxed fuel export curbs imposed in March. Jet fuel exports were down 33% on an annual basis but up 42% on a monthly basis.
In early March, days after the conflict in the Middle East erupted and led to the closure of the Strait of Hormuz, the Chinese government moved to ban all fuel exports amid a worsening supply crunch, with the exception of some volumes shipping out to certain countries in Southeast Asia.
Beijing began to relax the curbs later, with the latest easing announced earlier this month, totalling 2.7 million tons of refined products, to be in effect until the end of August. However, refiners would be allowed to roll over some of those volumes to September if they cannot find buyers for the full amount. The easing of the curbs was prompted by abundant domestic stocks that, according to **** ysts, helped the world avoid a sharper oil price spike because of the Iran war.

#chinese #Diesel

What happened: Shares of chip equipment makers rose on Monday, with ASML (ASML) leading Applied Materials (AMAT) and Lam Research (LRCX) higher.
What's behind the move: The companies, which provide advanced semiconductor-making equipment to Taiwan Semiconductor Manufacturing Company (TSM), moved higher after TSMC said its revenue jumped 5.6% in July to around $14.51 billion from the prior month and 44.7% from a year earlier.
On an annualized basis, TSMC's revenue for January through July 2026 totaled roughly $89.11 billion, up 37% from the same period in 2025.
What else you need to know: TSMC is the world's largest chipmaker, and its business has boomed, driven by demand for semiconductors used in artificial intelligence.
Last month, the company reported record second quarter revenue of $40.2 billion, up 36% from a year earlier, and raised its 2026 revenue growth forecast to more than 40%.

#higher

Conestoga Capital Advisors, an ****** et management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter reports a positive market shift towards Small Caps, with the Russell 2000 Index achieving its best first half since 1991 and the Russell 2000 Growth Index up 25.7% in Q2, fueled by AI enthusiasm and semiconductor stocks. However, market leadership was uneven, mirroring the Tech Bubble, as high-beta stocks outperformed while high-quality companies lagged, impacting Conestoga's quality-focused strategies. Management expressed confidence in long-term outcomes, noting that speculative leadership won't last as monetary policy tightens and market breadth improves. The firm remains committed to high-quality growth businesses, expecting these to regain favor as leadership broadens. The Conestoga Small Cap Composite returned 14.32% net-of-fees in the second quarter, with 25.71% for the Russell 2000 Growth Index. Narrow Index leadership hurt the relative results, but it also hid Composite improvements. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Conestoga Capital Advisors highlighted Knowles Corporation (NYSE:KN) as a newly added position in the Small Cap Composite. Knowles Corporation (NYSE:KN) is a specialty electronic components manufacturer that offers capacitors, radio frequency (RF) and microwave filters, balanced armature speakers, and medtech microphones. On August 4, 2026, Knowles Corporation (NYSE:KN) closed at $40.40 per share, reflecting a market capitalization of $3.45 billion. Knowles Corporation (NYSE:KN) posted a one-month return of 14.25%, while its shares gained 105.03% over the past 52 weeks.
Conestoga Capital Advisors stated the following regarding Knowles Corporation (NYSE:KN) in its Q2 2026 investor letter:
"Knowles Corporation (NYSE:KN) designs highly engineered components used in medical, defense, industrial, and electrification applications. We were attracted to the company's accelerating organic growth, expanding margins, and exposure to several attractive long-term secular trends. Management highlighted strong order activity across its Precision Devices business, with a sixth consecutive quarter of book-to-bill above 1.0x supporting confidence in continued growth."
Knowles Corporation (NYSE:KN) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. As per our database, 26 hedge fund portfolios held Knowles Corporation (NYSE:KN) at the end of the first quarter, which was 30 in the previous quarter. While we acknowledge the risk and potential of Knowles Corporation (NYSE:KN) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Knowles Corporation (NYSE:KN) and that has 10,000% upside pote

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.
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.
Two-year and 10-year Treasury yields are rising. Meanwhile, the 30-year Treasury yield ended above 5% for the 14th consecutive trading session on July 24, its longest such streak since July 2007. So far this year, it has closed above 5% on 32 trading days, according to data from the Federal Reserve Bank of St. Louis.
Global bond yields across several major economies have climbed in tandem as higher oil prices, resilient economic data, and heavy government borrowing continue to add pressure.
Here is how rising Treasury yields could impact your finances.

#year #july #prices #across

AI stocks like Nvidia (NVDA) have taken haymakers for much of the year, with investors firmly in "show-me" mode.
Circular financing, ballooning hyperscaler spending, and questions over risk-reward continue weighing down the market.
Yet one overlooked name tied to that buildout emerged as a standout.
AI power-infrastructure stock Bloom Energy (BE) reported Q2 2026 results on July 28 against a demanding Wall Street setup, according to Yahoo Finance.
What followed wasn't just a beat. It was a result strong enough to revamp expectations around the pace of its AI-driven power growth.

#power #bloom #finance

The AI memory supercycle has emerged as one of 2026's most defining stories, and also one of its most contested. Hyperscaler capital expenditure is expected to reach $750 billion this year, with Goldman Sachs forecasting $7.6 trillion in total AI infrastructure spending through 2031, resulting in a supply shortage of NAND and DRAM memory as data center demand for high-performance storage clashes against the chipmakers' capacity limitations.
That scarcity has been aggravated by reports that TSMC may boost contract chip manufacturing prices by up to 10% in 2027, with some products facing increases of up to 20%, owing to increased materials, equipment, and overseas facility development expenses.
Sandisk Corporation (NASDAQ:SNDK) is one of the names that have benefited the most from the supercycle. Since its February 2025 spinoff from Western Digital at $35.06 per share, Sandisk Corporation (NASDAQ:SNDK) has become the single best-performing stock in the S&P 500, climbing up to 858% at its late-June peak on the back of explosive fundamentals: fiscal Q3 2026 revenue reached $5.95 billion, up 97% sequentially and 251% year-over-year, with datacenter revenue specifically up 645% year-over-year.
Management anticipates continued sequential acceleration in the fourth quarter of fiscal 2026, with total revenue expected to range between $7.75 billion and $8.25 billion and non-GAAP earnings per share between $30 and $33, as gross margins increase to near 80%. More crucially, Sandisk Corporation (NASDAQ:SNDK) reported that its remaining performance obligations and contracted backlog came in between $41.6 billion and $42 billion. Sandisk's entire 2026 enterprise AI storage capacity is sold out under long-term agreements, thus locking in multibillion-dollar cash flows for the rest of the calendar year.
Despite its strong operational reports, Sandisk Corporation (NASDAQ:SNDK) has not been immune to macroeconomic turbulence. In mid-July, shares fell 8% to 15% across a number of sessions, contributing to a 39% slide from late-June record highs, as the Philadelphia Semiconductor Index fell more than 20%. According to market ****** ysts, this pullback is the result of an industry-wide valuation adjustment rather than a structural decline in memory demand or corporate earnings power.

#sandisk #corporation #june

Hyperliquid's xyz:SKHYNIX perpetual briefly fell ~20% after a "black swan" pre-market trade in South Korea priced a single SK Hynix share at KRW 1.272 million, triggering a roughly 30% move and a trading halt in the underlying market.
Who Operates the Market: Trade.xyz operates the market, who are investigating the issue. In their response, Hyperliquid made clear that it was Trade's responsibility to resolve this as Hyperliquid is a permissionless chain, and under HIP-3, independent teams can deploy and run their own markets using it as infrastructure.
How HIP-3 Pricing Works: Each market's price comes from three inputs, and the deployer controls two of them. Hyperliquid itself supplies only one, drawn from onchain trading activity. Because the final price is the median value of the three, whatever the deployer pushes effectively decides it. If Hyperliquid's onchain input reads 100 but the deployer submits 150 and 151, the market prices at 150.

#three #onchain

If you thought Archer Aviation (NYSE:ACHR) was only building flying taxis, you might want to think again.
On July 20, Archer and defense company Anduril unveiled an autonomous VTOL aircraft platform, with a defense variant, "Thunder", also introduced. Since late 2024, both companies have been jointly developing technology for the vertical takeoff and landing (VTOL) sector. While "Thunder" is a defense variant, Archer says it will announce the platform's first commercial customers later this week.
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 importance of this platform for Archer cannot be overstated. The company is not generating meaningful revenue, and Midnight, its flagship electric vertical takeoff and landing (eVTOL) aircraft, still lacks FAA type certification. If, however, it can turn the Anduril platform into firm orders, it could create a path to meaningful revenue while Midnight continues working through the certification process.
Archer stock jumped roughly 20% on the news, which puts it roughly 30% lower on the year. If you've been waiting for a reason to buy this beaten-down aviation stock, let's take a closer look to see if now is the time to jump in.

#company #platform #vtol #thunder

With Tesla earnings scheduled for tomorrow, July 22, a veteran chart ****** yst says TSLA stock is set to fall, and the options market just backed him with a roughly $550 million bet against it.
Carter Worth is an American financial expert, famously known as "Chart Master" on CNBC. Worth's projection on Tesla stock is backed by market data. Money flow has turned negative and traders are hedging, even as Wall Street keeps raising its price targets.
Most retail investors might not know Carter Worth, but Wall Street does. He is a 35-year market veteran and founder of Worth Charting, a regular CNBC guest and co-host of Options Action.
This week, Worth told CNBC that Tesla's chart points to a decline ahead.
The options market agrees, as traders placed a roughly $550 million bet against Tesla into the print, and implied volatility sits in the 78th percentile of its past year. It is a sign the market is braced for a large move.

#carter #wall

CONCLUDED
Last Updated: Jul 20, 2026, 6:14 PM EDT
1 day ago
By
Naomi Buchanan

#naomi

A group of former Ethereum Foundation researchers have launched a new for-profit company that aims to enhance blockchain privacy at commercial banks.
The new company, called EthSystems, plans to build infrastructure for financial institutions erected on the Ethereum (CRYPTO: $ETH) network.
The startup company claims to have spent the past year developing privacy technologies for enterprise use cases while engaging with regulators, commercial banks and ******* et managers.
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Stablecoin Market Cap Declines By $10 Billion

Since the AI hiring correction took hold, tens of thousands of employees have watched their jobs disappear, despite the companies that cut them posting some of the strongest earnings in their history.
Oracle (ORCL) eliminated 21,000 positions over the past year, even as its full-year adjusted earnings per share jumped 27%.
Salesforce (CRM) cut jobs across three separate rounds since September 2025, while its AI platform, Agentforce, grew revenue 205%.
Block trimmed its workforce nearly in half, and Meta laid off 8,000 people while pushing its annual capital expenditure guidance as high as $135 billion to build out its AI infrastructure.
That contrast, record profits next to shrinking headcounts, has now shown up in polling. A new survey suggests most Americans are done waiting for tech companies to fix it themselves.

QLM Group has purchased Roastar's **** ets and client list, bringing a coffee-packaging specialist into its flexible packaging operations.
According to QLM, the deal combines Roastar's sector experience with QLM's manufacturing, digital printing and supply chain operations.
QLM also cited an exclusive distribution agreement linked to the transaction for Prime Vent, a degassing valve technology.
The company said the system "significantly enhances coffee product shelf life while reducing plastic usage by 95% compared to traditional valves".
QLM will hold exclusive rights to distribute the technology in Australia and Southeast Asia.

BILL Holdings, Inc. (NYSE:BILL) is one of the 10 Best Stocks to Buy in Glen Kacher's Light Street Portfolio.
On June 22, 2026, TD Cowen initiated coverage of BILL Holdings, Inc. (NYSE:BILL) with a Buy rating. The firm has set a price target of $43 on the stock. According to TD Cowen's research note, the firm views the company as a leading vendor of accounting management solutions, including accounts payable, accounts receivable, and expense management for small businesses. Pointing out that improving fundamentals and execution warrant multiple expansion, the firm expects a steadier upward momentum for the shares. TD Cowen believes these positive factors will overcome muted investor sentiment following a 40% year-to-date decline.
In contrast, earlier this month, on June 10, 2026, Truist downgraded the rating on BILL Holdings, Inc. (NYSE:BILL) from Buy to Hold. The firm held a price target of $35 on the stock, down from $45. Truist believes that an acquisition of BILL Holdings, Inc. (NYSE:BILL) is increasingly unlikely due to AI-driven uncertainty. The ***** yst notes its positive catalyst path is less clear, with core revenue growth likely to decline to low-teens next year during intensifying competition.
Founded in 2006, BILL Holdings, Inc. (NYSE:BILL) is a leading provider of cloud-based software that automates financial operations for small and midsize businesses (SMEs). Headquartered in California, the company's platform streamlines accounts payable, accounts receivable, and spend management.
While we acknowledge the potential of BILL 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.