Restaurant stock Dave & Buster's Entertainment (PLAY) and healthcare name Kestra Medical Technologies (KMTS) will kick off earnings reports during a week when investors will be squarely focused on the Federal Reserve and a possible interest-rate hike Wednesday. Forgent Power Solutions (FPS) is also on the docket, with its stock trying to recover after a lengthy sell-off.
Friday's stock market rally notwithstanding, the Dow Jones Industrial Average and the Russell 2000 small-cap index have come under the most pressure amid surging oil prices and spiking bond yields, as investors worry about pesky inflation and escalating tension between the U.S. and Iran.
While the Dow is testing major support near 52,000, the Russell fell below its 50-day moving average in late August and has been below the support level ever since. The Nasdaq composite, meanwhile, bounced off its 50-day line with conviction Friday, helped by a tame report on consumer prices. The S&P 500 also moved off its 50-day line Friday.
Results from Lennar (LEN) are due Wednesday after the close. Lennar stock tried to break out in late June, but was turned away at its 200-day line and went into a downtrend. It tried to clear the 200-day line several times again in August but to no avail. With interest rates on the rise, heavy-volume selling has picked up the pace in recent weeks.
Forgent, which sells electrical distribution equipment to data centers, reports early Tuesday. The company priced its IPO at 27 on Feb. 4, at the midpoint of a proposed range of 25-29.

#line #forgent #august #lennar

XRP trades at $1.44, up 40% in 30 days, but remains down 23% year-to-date and needs $1.84 to break even for 2026.
A Senate cloture vote on the CLARITY Act and an FOMC rate decision converge mid-month, but the House canceled September votes, pushing final crypto legislation into a lame-duck session.
The XRP Ledger earned BIS approval for recording official statistics hashes, adding long-term institutional demand context without predicting near-term price moves.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
XRP (CRYPTO:XRP) trades at about $1.42 on September 9, 2026, up roughly 38% from its $1.03 close a month ago and about 5.3% from its September 2 close. The move comes just ahead of two major U.S. events: a September 15 Senate cloture vote on the CLARITY Act and the Federal Reserve's September 15–16 policy meeting.

#september #vote

HCA Healthcare, Inc. (HCA), headquartered in Nashville, Tennessee, owns and operates hospitals and related healthcare entities. Valued at $87 billion by market cap, the company provides diagnosis, treatments, consultancy, nursing, surgeries, and other services, as well as medical education, physician resource center, and training programs.
Companies worth $10 billion or more are generally described as "large-cap stocks," and HCA definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical care facilities industry. HCA's strengths include its scale, cost leadership, and diversified portfolio. With a strong presence in high-growth states like Florida, Texas, and Tennessee, HCA leverages favorable demographics and growing healthcare demand. Its brand recognition fosters patient trust, and innovation through tech partnerships and digital health investments drives growth. HCA prioritizes talent management, positioning itself for long-term success in value-based care and telehealth trends.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential ****** eX Deal Could Meaningfully Accelerate Growth for Technip Stock

#market #medical

Italy's Eni has signed a 25-year contract with Venezuela's state oil company PDVSA that makes the Italian energy major the exclusive operator of the giant Junín-5 heavy-oil field in the Orinoco Belt.
The agreement gives Eni responsibility for the technical, financial and commercial management of Junín-5, which contains an estimated 35 billion barrels of certified oil in place but currently produces just 12,000 barrels per day.
The deal marks a significant change from the previous Petrojunín joint-venture structure, under which PDVSA held 60% and Eni 40%. Venezuela's recently reformed hydrocarbons law allows foreign and domestic companies greater autonomy to operate fields, market production and receive proceeds from oil sales.
The signing took place during U.S. Energy Secretary Chris Wright's visit to Caracas and comes amid a broader revival of foreign investment in Venezuela's oil industry. Chevron separately announced plans to invest $7 billion over five years and more than double its Venezuelan production to 600,000 bpd by 2031.
Eni has major ambitions for Junín-5. The company originally envisioned developing the field to 240,000 bpd, although that target—initially planned for 2018—was never achieved. The Financial Times reported Wednesday that Eni plans to invest around $1.5 billion annually as it ramps up the project.

#billion #pdvsa #field

Singapore's financial regulator has proposed regulatory changes that will ban stablecoins from paying yield to investors.
The Monetary Authority of Singapore is proposing to amend the "Payment Services Act" to effectively bar stablecoin issuers from paying any yield.
Stablecoins are cryptocurrencies whose value is pegged to an underlying ***** et, typically the U.S. dollar.
More From Cryptoprowl:
MEXC Launches Earn Plus With Limited-Time Event Offering Up to 800% APR Booster

#yield #authority #Services

Ares Capital (NASDAQ: ARCC) is a business development company (BDC). Its core business is making loans to smaller businesses. So the ability of its clients to repay their loans on time is very important. In the second quarter of 2026, there was a 60-basis-point year-over-year increase in the number of troubled loans Ares Capital is carrying. That's a move in the wrong direction, but don't get overly concerned just yet. Here's why.
There's no question that investors in a BDC like Ares Capital have to pay close attention to loan quality. The company issues stock and takes on debt to fund the loans it makes to its clients. As long as those loans continue to be paid, Ares Capital earns the spread between its cost of capital and the interest it charges on its loans. In the second quarter, the average interest rate paid by its clients was 10.3%. This can be a very lucrative business.
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 loans Ares Capital makes are typically to smaller companies that lack access to lower-cost funding. During periods of economic weakness, such as a recession, smaller companies can find it increasingly difficult to cover the costs of high-interest loans. If too many loans become troubled, Ares Capital could struggle to support its lofty 9.5% yield.
That's why non-accrual loans are so important to watch. If the percentage of non-accrual loans is increasing, your risk as a dividend investor is increasing, too. So the 60-basis-point rise in non-accrual loans shouldn't be ignored. But it also has to be put into perspective.

#ares #smaller

Kevin O'Leary has a net worth of approximately $400 million. He owns homes in Florida, Massachusetts, and Toronto. He's one of the most recognizable faces on Shark Tank. And last week, he was standing in a Walmart aisle, comparing paper towel pack sizes to make sure he was getting the best deal.
"Inflation affects all of us," O'Leary said on a recent Instagram post of him inside a Walmart store. "Saving dough is the name of the game. That means focusing on value and always looking for great deals. I know I am!"
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
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
The tax breaks in Trump's 'big beautiful bill' expire after 2028. Here are 4 moves to make before the window closes

#toronto

Public perception often **** ociates high-profile investors with speculative **** ets like gold, real estate, or cryptocurrency. As a fan of the 24/7 horse racing TV channel from FanDuel, I have seen Tom Selleck, Henry Winkler, and even J.J. "Dynomite" Walker using their name recognition to hawk products from gold to reverse mortgages.
But this one is different. Because a certain U.S. president with a history of finding opportunity in everything from buildings to steaks, and more recently, crypto, has apparently been linked to active trading in the Vanguard Dividend Appreciation ETF (VIG).
Seagate vs. Western Digital: Which One is The Best AI Storage Play for Dividend Investors?
Dear Dollar General Stock Fans, Mark Your Calendars for August 27
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#investors #fanduel

Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its "Global Growth Strategy." The letter can be downloaded here. The SGA Global Growth Portfolio returned 7.4% gross and 7.2% net, compared with 14.9% for the MSCI ACWI and 19.8% for the MSCI ACWI Growth Index. Momentum leadership and enthusiasm around AI infrastructure drove markets, with semiconductor, memory, and hardware stocks accounting for much of the gain. Although the portfolio owned AI beneficiaries, broader holdings lagged despite fundamentals, as median revenue and EPS growth reached 12% and 14% and more than 60% of the holdings beat expectations. SGA believes valuation compression reflects sentiment rather than weaker business quality, leaving the portfolio near its widest discount to the market since inception. The firm continues to favor durable compounders and expects 16% revenue growth and 20% earnings growth over three years. Also, please check the Fund's top five holdings to see its best picks for 2026.
In its second-quarter 2026 investor letter, SGA Global Growth Strategy highlighted Salesforce, Inc. (NYSE:CRM). Salesforce, Inc. (NYSE:CRM) is a cloud computing company that offers Customer Relationship Management (CRM) technology that brings companies and customers together. On August 21, 2026, Salesforce, Inc. (NYSE:CRM) closed at $209.17 per share. The one-month return of Salesforce, Inc. (NYSE:CRM) is 21.95%, while its shares lost 14.59% over the past 52 weeks. Salesforce, Inc. (NYSE:CRM) has a market capitalization of $171.31 billion.
SGA Global Growth Strategy stated the following regarding Salesforce, Inc. (NYSE:CRM) in its Q2 2026 investor letter:
"Salesforce was a detractor from performance during the quarter as investor sentiment remained cautious following another quarter that merely met its guidance targets. Current remaining performance obligations (cRPO) growth were in line at roughly 9% rather than the historical pattern of beating by about a point, and the forward quarter guide was modest. Management acknowledged continued weakness in Marketing, Commerce, and Tableau (roughly 20% of revenue), partially offset by strength in Sales Cloud, Service Cloud, Slack, and Data Cloud (roughly 75% to 80% of revenue), with Sales and Service Cloud each posting seat growth in the quarter. Additionally, Agentforce annualized recurring revenue reached $1.2 billion, growing 205%. Management reiterated full-year guidance and a second-half reacceleration based on bookings strength and lower attrition, alongside a long-term double-digit organic growth target through CY29 with about 100 basis points of annual margin expansion. Despite concerns around AI‑driven competition, we believe Salesforce's integration into customer business processes, large installed base, and wide product set position it well to compete effectively in the Agentic AI era, supporting low-teens earnings growth over the next three years. We

Dividend aristocrats like JNJ and PEP require up to $6.5 million at yields between 3% and 4%, but they consistently grow income faster than inflation.
Realty Income (O) pays a monthly 5.1% yield with 115 consecutive quarterly increases, while Altria (MO) yields 6.3% but carries negative shareholders' equity.
A low-yield dividend portfolio growing 8% annually doubles income in nine years, likely outpacing a 12% static yield that risks steady principal erosion.
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Imagine needing $19,000 to land in your checking account every single month, not from a paycheck but from dividends alone. That adds up to $228,000 over the course of a year, roughly what a dual‑income professional family spends in a pricey coastal city, or what a seasoned physician clears after taxes. The size of the nest egg required to generate that kind of cash flow varies by millions depending on the yield you target, and each possible yield brings a completely different set of compromises.

#yields #don 't

Intel CEO Lip-Bu Tan has made a major purchase of Intel stock as the chipmaker ramps up its AI ambitions.
Tan purchased 105,263 Intel (INTC) shares for $95 each on Aug. 11, spending roughly $10 million, according to a Form 4 he filed with the Securities and Exchange Commission. The purchase increased his beneficial ownership to about 1.33 million shares.
The insider buy comes at a pivotal time for Intel. The company just raised nearly $20 billion in fresh equity as it ramps up spending on manufacturing and tries to turn its foundry business into a credible alternative to Taiwan Semiconductor Manufacturing (TSM).
Intel shares have surged roughly 162% this year after investors grew more optimistic about the chipmaker's turnaround and AI prospects, although the stock has pulled back roughly 26% from its June high.
Intel last week sold about 210.5 million shares at $95 each, increasing the offering from an initially planned $15 billion to $20 billion after strong investor demand.

#roughly #purchase #Stock #spending

For decades, big banks were the center of the U.S. financial system, with JPMorgan Chase (NYSE: JPM) and Bank of America (NYSE: BAC) in the lead. But financial technology, or fintech, companies keep pushing into the same turf with digital-first platforms, aggressive pricing, and simpler ways to borrow, save, and invest.
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 creates a real investor question: Do you stick with traditional bank stocks for stability or lean into fintech for potentially better returns during the next several years? The truth is it's not an either-or call for everyone, and the trade-offs are clearer once you separate durability from upside.
Traditional banks are still among the safest bets today. The biggest U.S. banks, like JPMorgan Chase and Bank of America, have diversified revenue streams, decades of market leadership, and a solid customer base that will be tough to crack.
In fact, both JPMorgan Chase and Bank of America have price-to-earnings (P/E) ratios of about 15, a common metric for gauging whether a stock's valuation is high or low relative to its earnings. The lower, the better.

#chase #banks

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Aug. 10, 2026 6:20 am ET
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Berkshire Hathaway loosened its purse strings last quarter, but only a little. The parsimony of the conglomerate chaired by Warren Buffett had been seen as a sign that U.S. equities are too expensive. Among Berkshire’s few targets? Its own shares. Stocks are poised to start another busy week with modest gains despite another diplomatic setback with Iran.

#warren

August 4 (Reuters) -
What matters in U.S. and global markets today
By Mike Dolan, Editor-at-Large, Finance and Markets
World markets turned quieter on Tuesday after yesterday's equity rally and oil price decline, with Asian stock markets steady and Wall Street futures pointing up slightly.
Well over halfway ‌through the booming U.S. corporate earnings season, attention today will turn to the first earnings report of Elon Musk's **** eX.

#earnings

South Koreans sent $367 million more in stablecoins out of the country than they brought back in June. It was the 18th month in a row that money left.
The Financial Supervisory Service (FSS) handed those numbers to lawmaker Lee Jong-wook. The streak started in January 2025. Traders are chasing something they cannot get at home.
Five exchanges handle almost all local crypto trading. They are Upbit, Bithumb, Coinone, Korbit, and Gopax.
In June, they sent roughly $1.8 billion in stablecoins to foreign platforms. About $1.44 billion came back. The gap was $367 million.
Local media reported that across the whole second quarter, close to $1.1 billion left.

#billion #june #sent

Truck manufacturer PACCAR reported higher second-quarter profit on essentially flat revenue on Tuesday, noting build rates climbed during the period as orders strengthened and freight rates improved.
PACCAR (NASDAQ: PCAR) reported second-quarter earnings of $1.43 per diluted share, 6 cents higher from a year earlier. Net income of $752 million was up 4 percent from a year earlier and 24 percent better than the first quarter.
Revenue of $7.55 billion was essentially flat year over year, up less than 1 percent from $7.51 billion.
The profit came on lower volume. It's a split that captures where Class 8 truck demand sits. PACCAR delivered 38,700 trucks globally in the quarter, down about 2 percent year over year. U.S. and Canada deliveries fell to 22,000 from 23,000 units. Record parts revenue and a nearly 17 percent year-over-year increase in truck segment pretax profit carried the result.
"PACCAR achieved very good revenues and increased net income by 24% in the second quarter of 2026 compared to the preceding quarter," said Preston Feight, PACCAR chief executive officer, in a news release. "Build rates increased during the quarter due to strong orders as customers benefited from PACCAR's industry-leading trucks and improved freight rates."

#paccar #second #profit

When one considers the investment case for Tesla (TSLA), one hears about electric vehicles, autonomous vehicles, Optimus humanoid robots, and energy storage. The company's "Megapod" business is not something that is discussed in the annals of Tesla folklore frequently.
But in the company's latest earnings call, CEO Elon Musk explained how it can aid its AI ambitions. Describing it as a data center hardware system to be used for heavy AI compute, Musk commented, "This allows us to scale AI compute with aggregated electricity production. We can place Megapods at Superchargers and have distributed AI."
Dear ****** eX Stock Fans, Mark Your Calendars for August 6
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions

#compute #optimus

Montaka Global Investments, an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here. Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Montaka Global Investments highlighted Visa Inc. (NYSE:V). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 22, 2026, Visa Inc. (NYSE:V) closed at $353.42 per share. One-month return of Visa Inc. (NYSE:V) was 5.95%, and its shares lost 1.07% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $665.89 billion.
Montaka Global Investments stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:
"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.
Take Visa Inc. (NYSE:V) and Mastercard, for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

#NYSE #Services #quarter #investor

City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental **** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted Tidewater Inc. (NYSE:TDW). Tidewater Inc. (NYSE:TDW) provides offshore support vessels and marine support services to the offshore energy industry. On July 21, 2026, Tidewater Inc. (NYSE:TDW) closed at $78.09 per share, reflecting a market capitalization of $3.88 billion. Tidewater Inc. (NYSE:TDW) posted a one-month return of -7.14%, while its shares gained 35.75% over the past 52 weeks.
City Different Investments stated the following regarding Tidewater Inc. (NYSE:TDW) in its Q2 2026 investor update:
"Our biggest detractor this quarter was Tidewater Inc. (NYSE:TDW), a Texas-based owner of tugboats and offshore supply vessels for the energy industry. The U.S.–Iran ceasefire in June let the air out of energy and shipping stocks, but we believe that the multi-year supply-and-demand outlook for offshore vessels remains favorable."
Tidewater Inc. (NYSE:TDW) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 31 hedge fund portfolios held Tidewater Inc. (NYSE:TDW) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of Tidewater Inc. (NYSE:TDW) 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.

#different

EchoStar Corporation (ECHO), headquartered in Englewood, Colorado, is a global communications company providing satellite, wireless, broadband, and video services. It delivers connectivity, networking, and content solutions for consumers, businesses, operators, and government customers, leveraging its technology, spectrum, engineering, and communications infrastructure worldwide. The company has a market capitalization of approximately $26.2 billion.
ECHO is set to report its Q2 earnings soon. Ahead of the release, **** ysts expect the company to post a loss of $0.28 per share, a 73.6% improvement from a loss of $1.06 per share in the year-ago quarter. ECHO has surpassed Wall Street's EPS estimates in three of the past four quarters, while missing expectations in one quarter.
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.

#Stock

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July 21, 2026 5:48 pm ET
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Super Micro Computer’s SMCI 19.84%
increase; up pointing triangle
gross margins in the fourth quarter will be around twice as high as previously forecast, sending shares higher after-hours.

#smci

With stablecoin supply above $300 billion and payment use reaching an estimated $390 billion in 2025, more than twice the previous year, competition increasingly centres on distribution, liquidity, reserve income, and access to payment networks.
Open USD has brought these commercial forces together through a consortium of more than 140 participants, including Visa, Mastercard, Stripe, Coinbase, and BlackRock. Participating companies will be able to distribute the ******* et through exchanges, wallets, merchant products, and payment services while receiving a share of reserve earnings.
The model places Open USD against established issuers and smaller competitors seeking partnerships with the same financial companies.
BeInCrypto spoke with Louisa Bai, Head of Stablecoins at Mysten Labs, Marc Boiron, CEO of Polygon Labs, and Kevin Cui, Executive Director and Chief Executive Officer of OSL Group, about stablecoin competition, regional use cases, currency demand, and blockchain settlement.
Open USD gives participating companies a financial incentive to support adoption through their own products. Reserve earnings can be returned to consortium members, linking token distribution to commercial revenue.

#open #reserve

The dollar index (DXY00) is up by +0.17% today. The dollar is moving higher today as escalation of hostilities between the US and Iran is boosting crude oil prices, which raises inflation expectations that could prompt the Fed to tighten monetary policy, a supportive factor for the dollar. The dollar also received some safe-haven support today on signs of widening of the conflict in the Middle East after Houthi rebels said they will impose a maritime blockade on Saudi Arabia in retaliation for what they say is the kingdom's siege on the Yemeni capital. Strength in stocks today has reduced liquidity demand for the dollar, limiting gains in the currency.
Today's US economic news was slightly negative for the dollar after the Jun leading indicators fell -0.2% m/m, weaker than expectations of -0.1% m/m.
Dollar Supported by Higher T-Note Yields and Crude Prices
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The US conducted a ninth straight day of airstrikes on Iran, bombing military targets and communications networks, and Iran retaliated by launching drones and missiles at US bases in Kuwait, Jordan, Bahrain, and Iraq. The New York Times reported that the US is sending more warplanes to the Middle East, including F-35 and F-16 fighter jets. However, crude prices fell from their highs after Iran said it wouldn't abandon diplomacy and that Qatar and Pakistan had reached out to mediate an end to the conflict and proposed a 10-day cessation of strikes between the US and Iran.

#crude

Artificial intelligence (AI) has undoubtedly been the biggest theme in the stock market over the past few years, with many AI-focused companies delivering spectacular gains. But as the sector matures, investors are beginning to look beyond industry giants like Nvidia Corporation (NVDA) and explore other parts of the AI supply chain that stand to benefit from the next phase of growth. One of the biggest winners from this shift has been Micron Technology (MU), which has enjoyed a stellar rally during the first half of 2026, outperforming many other AI-related stocks that have struggled to maintain their momentum.
The company's strong performance has been fueled by booming demand for its memory and storage chips, which are essential for AI workloads and data centers. At the same time, tight supply has pushed memory prices higher, creating an ideal environment for Micron. Now, the company is back in the spotlight after announcing an investment in Taiwanese wafer manufacturer GlobalWafers to help finance its new wafer fabrication facility in Sherman, Texas. The move is part of Micron's broader strategy to strengthen the United States semiconductor supply chain while supporting its long-term manufacturing expansion.
Elon Musk Dubs Him 'Scam Altman' Not Sam — Then Altman Clapped Back: 'Homeboy You're The One Selling **** e Datacenters'
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Short Seller Hunterbrook Attacked Bloom Energy's Supply-Chain Claims. BE Stock Is Bruised, But Not Broken.

A version of this article was originally published on TKer.co.
A few charts I saw recently had me thinking about the challenge of trading individual stocks to generate above-average returns.
The first chart came from Citadel's Scott Rubner.
It shows the correlations among S&P 500 stocks, basically the degree to which stocks move together. A high correlation suggests stocks are largely moving in tandem, whereas a low correlation means they are moving independently.
Rubner's data shows that correlations have fallen to their lowest level in at least 15 years.

While artificial intelligence (AI) investing is still a central theme in the market, some of the key players in that ****** e haven't been doing so hot lately. Nvidia (NASDAQ: NVDA) is one of them. It's down by more than 16% from its all-time high. Furthermore, it's only up around 6% this year, trailing the market's nearly 9% gains, as measured by the S&P 500 (SNPINDEX: ^GSPC). So not only has it been a poor performer overall, but the most basic investment an investor can make is outperforming it.
However, I think the time is coming for Nvidia's stock trend to turn around. If I were handcuffed and only allowed to buy one AI stock, I think it would be Nvidia. The company still stands right at the center of the AI build-out, and with massive growth in store, it's a smart buy now.
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 »
Nvidia makes graphics processing units (GPUs) and the ecosystem that supports their use. GPUs have been the top choice to provide AI processing power ever since the AI arms race kicked off in 2023, and Nvidia's have been and remain best in class. Its latest-generation Rubin architecture, now shipping to customers, will drive further growth due to its markedly increased capabilities.
However, Nvidia isn't alone in the ****** e. Other companies make fantastic GPUs, and custom chip designers are partnering with hyperscaler clients to tailor application-specific integrated circuits (ASICs) precisely for their intended workloads. This intensifying competition creates an execution risk for Nvidia.

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Nucor Corp (NYSE:NUE) is one of the best stocks to buy according to David Greenspan's Slate Path Capital. Slate Path Capital increased its position in Nucor Corp stock by 23% during Q1 2026, and the stock now makes up 5.1% of the portfolio. Some 59 hedge funds have positions in this American steel stock.
On June 17, Nucor Corp (NYSE:NUE) provided an update on its earnings expectations for Q2 2026. The steel producer is expecting to post GAAP EPS in the range of $4.70 to $4.80 and adjusted EPS in the band of $4.50 to $4.60. The company's GAAP EPS was $2.60 in Q2 2025. Nucor expects its Q2 earnings to benefit from strong volumes and prices.
Nucor had a strong start to the year, delivering solid Q1 2026 results. It entered Q2 with a commitment to generate strong returns for shareholders. The company had returned $630 million to shareholders in the form of dividend payments and share repurchases since the year began through June 17.
Nucor Corp (NYSE:NUE) is a leading American producer of steel and steel products. The company operates facilities in the US, Canada, and Mexico, producing steel in the forms of bars, beams, sheets, and plates. It also manufactures fabricated steel products for the construction, energy, and automotive industries.
While we acknowledge the potential of NUE 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.

Schaffhausen, Switzerland-based Garmin Ltd. (GRMN) designs, develops, manufactures, markets, and distributes a range of wireless devices. Valued at $46.3 billion by market cap, the company designs, develops, manufactures, and markets hand-held, portable, and fixed mount GPS-enabled products serving automotive, aviation, marine, outdoor, and fitness markets. The leading provider of navigation and communication devices is expected to announce its fiscal second-quarter earnings for 2026 before the market opens on Wednesday, Jul. 29.
Ahead of the event, ****** ysts expect GRMN to report a profit of $2.27 per share on a diluted basis, up 4.6% from $2.17 per share in the year-ago quarter. The company has consistently surpassed Wall Street's EPS estimates in its last four quarterly reports.
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