Aneri Jambusaria, Group Managing Director at LPL Financial Holdings (NASDAQ:LPLA), executed a sale of 308 shares of common stock on Aug. 27, 2026, as disclosed in a recent SEC Form 4 filing.
Metric
Value
Transaction value
$110,100

#value #jambusaria #Managing #lpla

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Management attributed the significant improvement in adjusted operating income to tariff claim refunds received during the quarter, while also noting gross profit expansion driven by elevated ****** ortment, disciplined sourcing, and improved markdown management.
Retail segment softness was primarily driven by a 200 basis point headwind from seasonal sandals, which suffered from early weather-related challenges and failed to rebound.
The company achieved 150 basis points of core gross margin expansion through disciplined markdown management and elevated ****** ortments, despite operating in a highly promotional market environment.
Brand portfolio growth of 18% was fueled by double-digit wholesale increases, demonstrating the successful scaling of exclusive brands like Topo and Jessica Simpson across multiple distribution channels.

#operating #gross #expansion

Harbor Funds, an investment management company, released its Q2 2026 investor letter for "Harbor Mid Cap Value Fund". The letter can be downloaded here. Global equities experienced a sharp rally in Q2 2026, with the S&P 500 returning 15.2%, its strongest quarter since 2020, driven by a shift from software to hardware in the Artificial Intelligence capital spending cycle. Small caps outperformed large caps, with the Russell 2000® gaining 21.5% compared to the Russell 1000's 15.1%. Growth stocks led within large caps, while Information Technology rose about 33%, contributing significantly to the S&P 500's return. The Harbor Mid Cap Value Fund returned 13.99%, outperforming its benchmark, the Russell Midcap Value Index. Strong stock selection in Consumer Discretionary, Real Estate, and Financials contributed positively, although an underweight in Information Technology negatively impacted results. Despite ongoing economic uncertainties, the investment philosophy remains committed to a disciplined value approach. Check the fund's top five holdings for its best picks in 2026.
In its second-quarter 2026 investor letter, Harbor Mid Cap Fund highlighted Hewlett Packard Enterprise Company (NYSE:HPE). Hewlett Packard Enterprise Company (NYSE:HPE), US based information technology company that specialized on developing intelligent solutions, positively contributed to the fund's performance this quarter. On September 04, 2026, Hewlett Packard Enterprise Company (NYSE:HPE) closed at $52.00 per share. Over the past month, Hewlett Packard Enterprise Company (NYSE:HPE) declined 2.31%, but its shares are up 127.30% over the past year. Hewlett Packard Enterprise Company (NYSE:HPE) has a market capitalization of $69.03 billion, and its stock has traded within a 52-week range of $19.84 to $64.25.
Harbor Mid Cap Fund stated the following regarding Hewlett Packard Enterprise Company (NYSE:HPE) in its Q2 2026 investor letter:
"The top contributors in the second quarter included three Information Technology holdings: TD Synnex, Arrow Electronics, and Hewlett Packard Enterprise Company (NYSE:HPE). Hewlett Packard Enterprise was up nearly 90% due to surging AI server demand and a successful integration of its Juniper Networks acquisition. The company reported record revenue with earnings per share significantly beating estimates."
Hewlett Packard Enterprise Company (NYSE:HPE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. According to our database, 85 hedge fund portfolios held Hewlett Packard Enterprise Company (NYSE:HPE) at the end of the second quarter, up from 58 in the previous quarter. While we acknowledge the potential of Hewlett Packard Enterprise Company (NYSE:HPE) 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 t

Bloomberg reported that Elon Musk said ****** e Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach "significant scale" in 2028, citing a post on X. Musk wrote "SpaceX, in partnership with Nvidia, has designed a ****** e-optimized Vera Rubin NVL72 system for launch to orbit in Q4 next year," describing the satellite data center as "significantly simpler, lower cost, denser, and lighter than a traditional rack."
The timeline has moved up twice since ****** eX's May IPO prospectus, which targeted "as early as 2028," and Musk's August 4 earnings call comments, which said launches would begin "next year." ****** eX COO Gwynne Shotwell told CNBC ahead of the IPO that the firm has already struck deals with Anthropic and Google to rent out orbital compute capacity.
The timeline is moving earlier, not later, which is unusual for a ****** e infrastructure project. ****** e Exploration Technologies Corp. (NASDAQ:SPCX) pulled its target forward from as early as 2028 in its IPO prospectus to a specific Q4 2027 date within a few months. The acceleration shows ****** eX believes development is progressing faster than previously expected and could bring orbital computing revenue online sooner than investors initially anticipated.
Real customers have already committed before ****** eX launches a single satellite. ****** eX President Gwynne Shotwell told CNBC that the company has struck deals with Anthropic and Google to rent orbital compute capacity. It shows that major AI companies already see potential value in the technology. Those early commitments could reduce demand risk if ****** eX delivers the planned capacity.
Wall Street sees a large long-term opportunity if the technology works as described. JPMorgan ****** yst Doug Anmuth projected ****** eX could pursue roughly 75 gigawatts of orbital compute by the end of 2031 at a significantly cheaper cost than could be done on Earth a scale that would make this a meaningful new revenue stream beyond ****** eX's existing launch and Starlink businesses.

#SpaceX #NASDAQ #already #compute

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Is it time to reduce your equity holdings? I suspect it is for the vast majority of investors. That's not to say I have a clue of how stocks will perform next week or even next year. I don't. It's because I believe that investing involves discipline. Here are five warning signs that it's time to dial back on equities.
Sign up for The Daily Upside at no cost for premium ****** ysis on all your favorite stocks.
READ ALSO: Vanguard's Altruist Deal May Shake Up Robo-Advice and Goals Are the New Blueprint for Portfolio Construction
I'm a believer in setting an ****** et allocation target and sticking to it. That means reducing stocks when they have been hot and buying more when they turn cold. There is ample evidence that most investors do just the opposite: They get greedy and buy high, then panic and sell low. Because stocks have been surging since 2023, if you haven't rebalanced back to your target, you are likely way out of whack and aggressively invested.

#daily #next #back #concerned

On August 4, Wynn Resorts Limited (NASDAQ:WYNN) reported second quarter 2026 results showing net income more than doubling to $140.1 million from $66.2 million a year earlier, while revenue climbed to $1.86 billion. Diluted earnings per share jumped to $1.32 from $0.64. Behind that headline number sits a messier picture: one Macau property carried the quarter while Las Vegas and Boston watched their profits shrink, even as management pressed ahead with a resort in the United Arab Emirates that will not open until September 2027.
Wynn Palace did the heavy lifting this quarter. Revenue jumped $113.8 million to $653.4 million, and Adjusted Property EBITDAR climbed to $201.5 million from $157.2 million a year earlier. The mass market table games win percentage came in at 29.7%, well above the 22.3% posted in the second quarter of 2025, a sign that ordinary gamblers, not just high rollers, are spending more at the tables. Las Vegas also showed discipline where it counts: the table games win percentage reached 23.9%, inside the property's expected 22% to 26% range and up from 21.8% a year earlier.
Wynn Resorts backed up the earnings jump with capital returns. The board declared a quarterly dividend of $0.25 per share, payable August 28, to shareholders of record as of August 14. The company also bought back 741,098 shares during the quarter at an average price of $101.20, spending $75.0 million, and still has $326.1 million left under its repurchase authorization. Construction, meanwhile, continues on Wynn Al Marjan Island, the joint venture project in Ras Al Khaimah, with life-to-date cash contributions reaching $1.06 billion as of June 30.
Strip away Wynn Palace and the picture changes. Adjusted Property EBITDAR fell at three of Wynn's four properties. Las Vegas Operations brought in $4.6 million more revenue, but EBITDAR still dropped $19.6 million to $215.2 million, meaning costs ate into the top-line gain. Encore Boston Harbor had it worse on both ends, with revenue down $6.4 million to $209.3 million and EBITDAR down $7.8 million to $56.1 million; its table games win percentage slipped to 18.1% from 21.3% a year earlier, even though it stayed inside the expected 18% to 22% range.
Wynn Macau's revenue rose $7.3 million, but EBITDAR still slipped to $95.5 million from $96.5 million, and its VIP table games win percentage of 2.58% fell well short of both the prior year's 3.41% and the property's own 3.1% to 3.4% target range. Wynn Palace's VIP win percentage of 2.97% missed its target range too, even with mass market strength carrying the property overall.

#quarter #property #year #earlier

Bitcoin news today shows the price rose more than 5% on September 3 to trade briefly above $82,000, as concerns about a Federal Reserve rate hike eased and Treasury yields fell. Fundstrat head of digital ******* ets Sean Farrell called the move important data worth respecting, while noting Bitcoin has bucked its historically weak September pattern over the past three years.
This is not simply a one-day rebound. It is the latest data point in a debate among strategists over whether the crypto bear market has already bottomed, a thesis complicated by volatile spot Bitcoin ETF flows and a seasonal track record that still favors caution.
DISCOVER: Upcoming Binance Listings
The token's move above $82,000 follows a 25% rally in August, a month strategists have flagged as a turning point after the Treasury Department's intervention in the bond market and ******* istance to ******* an helped lift both gold and crypto prices. Some of those August gains were erased when oil prices surged and hawkish remarks from Fed Chairman Kevin Warsh raised concerns about the central bank's September rate decision, before Fed governor Christopher Waller signaled openness to holding rates steady if inflation continues to ease.
Despite the rebound, Bitcoin remains roughly 7% lower year to date and about 35% below the all-time high of more than $126,000 it reached in early October 2025. September itself carries an unfavorable base rate: Farrell noted Bitcoin has posted negative returns in nine of the past 15 years during the month, though he cautioned that seasonality is a helpful data point rather than a foolproof trading system. For more on how Treasury-yield dynamics have shaped this resilience, see Bitcoin's macro pressure and resilience, and on the ETF side, BlackRock's IBIT and the current price setup.

#september #treasury #point #farrell

On August 26, HEICO Corporation (NYSE:HEI) delivered a third quarter that management itself struggled to summarize without repeating the word record. Net income jumped 33% to $235.4 million, net sales climbed 23% to $1.4 billion, and the company generated $345.3 million in cash from operations, a figure equal to nearly 150% of net income. For a business that has now compounded earnings for close to four decades, the bigger question is not whether HEICO can grow, but how long it can keep growing this fast.
The headline number is 14% organic growth across the company, but the more telling detail is where that growth showed up. The Electronic Technologies Group posted an all-time quarterly record, with net sales up 36% to $483.5 million and operating income up 55% to $125.6 million, as its operating margin expanded from 22.8% to 26%. The Flight Support Group grew net sales 18% to $947.8 million while its operating income rose 24%, outpacing revenue growth as the segment shifted toward higher-value products rather than volume alone. Co-CEO Victor Mendelson said some missile defense customers have asked for production increases as high as tenfold on specific programs, while industrial technology tied to AI and data center buildouts is now feeding demand inside the electronics segment too.
Management also pointed to the integration of Wencor, with Eric Mendelson calling the combination "an absolute home run for HEICO as well as for Wencor." On the balance sheet, HEICO issued $1.2 billion in senior unsecured notes to pay down its revolver and extended that facility's maturity to June 2031, with room to grow capacity to $3 billion. Net debt to EBITDA improved to 1.57 times. The company also raised its semiannual dividend 8% to $0.13 per share, its 96th consecutive payout since 1979, and closed acquisitions of Cook Defence Systems and CalRamic Technologies during the quarter.
The same demand surge fueling HEICO's growth is straining its supply chain from the other direction. Victor Mendelson warned that lead times for certain raw materials and subcomponents are stretching out and getting more expensive, driven in part by competing demand from the AI and data center markets. Eric Mendelson pointed to a narrower but familiar bottleneck in component repair, noting that a job with 99 parts finished still cannot ship while the company waits on the hundredth. Neither issue derailed this quarter's results, but both suggest the growth machine runs on inputs HEICO does not fully control.

#heico

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Gold (GC=F) December futures opened at $4,377.20 per troy ounce on Wednesday, September 2, 2026, down 0.4% from Tuesday's closing price. Gold slipped further this morning to $4,357.50 per troy ounce as of 6:31 a.m. ET.
The U.S. military carried out further attacks on Iranian targets, with Iran quickly retaliating with strikes of its own on U.S. military bases in the Middle East. These are the second set of U.S. airstrikes over the past three days, marking a significant reescalation in the U.S.-Iran conflict.
As a result, gold prices opened at their lowest levels in two weeks and fell further this morning. Oil prices are back on the rise as the Strait of Hormuz continues to be the center of contention.
If fighting continues and energy costs soar again, the chances of a Fed rate increase later this month will only grow, capping gold price growth.

#Iran #military

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: The Wells Fargo Active Cash hits the right notes on multiple fronts, including no annual fee, a straightforward rewards rate, and multiple intro APR offers. This can easily be the one card you carry in your wallet if you like to travel light.
Why we like it: The Wells Fargo Reflect provides multiple long introductory APR offers, giving you the opportunity to finance an upcoming large purchase or help pay down debt without worrying about interest during the offer period. It doesn't provide many other benefits, but that's okay because its main focus is on the 0% intro APR offers.

#like #active

Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Grand Canyon Education, Inc. (NASDAQ:LOPE). Grand Canyon Education, Inc. (NASDAQ:LOPE), a US-based education services company, detracted from performance this quarter. On August 31, 2026, Grand Canyon Education, Inc. (NASDAQ:LOPE) closed at $148.13 per share. Grand Canyon Education, Inc. (NASDAQ:LOPE) fell 1.77% over the past month, and its shares are down 27.09% over the past 52 weeks. Grand Canyon Education, Inc. (NASDAQ:LOPE) has a market capitalization of around $3.86 billion with a 52-week trading range between $134.27 - $223.04.
Riverwater Partners Small Cap Strategy stated the following regarding Grand Canyon Education, Inc. (NASDAQ:LOPE) in its Q2 2026 investor letter:
"Grand Canyon Education, Inc. (NASDAQ:LOPE), the education services provider, declined approximately 16% and was the portfolio's largest detractor. Our investment thesis remains intact; LOPE's steady, profitable, countercyclical enrollment business was simply left behind in a market that rewarded beta and speculation. Enrollment trends and cash generation remain consistent with our expectations, and we continue to hold the position."

#Education #lope #market #partners

The ugly US debt picture seems to get uglier by the day.
Case in point: rising interest payments on some $40 trillion in debt, in part powered by a recent climb in Treasury yields.
US annual interest expense is up to a record 18.5% of federal government revenue, according to fresh ****** ysis from bond investment firm Doubleline (see chart below). This is now officially above the previous record of 18.4% set in 1991.
"The US debt crisis is in uncharted territory," strategists at the Kobeissi Letter wrote in a note.
Consider this: The aforementioned percentage has more than quadrupled over the past four years. The US annual interest expense now stands at a record $1.25 trillion, more than four times the level seen in 1991.

#debt

Revolution Medicines, Inc. (NASDAQ:RVMD) touched an all-time high above $224 on August 27, 2026, following FDA approval of Rasonque (daraxonrasib) – the first broad RAS-targeted therapy cleared for metastatic pancreatic cancer. Creating a milestone, the approval came roughly five weeks after filing under the agency's national priority voucher. The pivotal RASolute 302 trial nearly doubled median overall survival, to 13.2 months from 6.7 on chemotherapy. While the clinical benefit is substantial, a $47 billion valuation suggests the market had already priced in this success.
RVMD carries essentially no product revenue yet. Its price rests entirely on the future. Evercore ISI has raised the next-year sales estimate for Rasonque to ~$2.4 billion. Additionally, the $47 billion valuation discounts much of a long-term pancreatic opportunity which the Evercore **** yst estimates Rasonque could generate about $15.1 billion in pancreatic-cancer sales by 2034. However, a few details complicate this math. First, the approved label applies strictly to second-line or multiagent-ineligible patients. The front-line indication represents the larger market opportunity but remains pending, meaning a notable portion of the TAM is not yet accessible. Second, RVMD's current valuation also sits well above the $28 billion–$32 billion takeover valuation reportedly discussed with Merck earlier this year. Bulls argue lung and colorectal trials justify the $47 billion beyond pancreatic cancer, though that pipeline potential remains unproven.
That matters because Revolution Medicines must now execute its first commercial launch independently in one of oncology's most challenging indications characterized by short survival, high patient frailty, and a U.S. list price of $39,800 for a 30-day supply. Commercialization will require heavy spending. The second-quarter net loss widened to $644 million, and full-year operating expense guidance increased to between $2.1 and $2.2 billion. While a $3.9 billion cash balance and up to $1.5 billion in committed royalty financing fund the launch, operational execution remains the primary risk.
Insiders were net sellers of roughly $21.5 million over the past 90 days with zero buying. Hedge fund data on the stock is flat. As per the Insider Monkey database, 105 funds held RVMD in the second quarter of 2026, modestly down from 106 in the first, indicating strong conviction among institutional investors. Short interest sits near 6% of float, representing a modest level of bets against the stock.

#first

Top 10 Creations (All ETFs)
Ticker
Name
Net Flows ($, mm)
AUM ($, mm)

#creations #etfs #name

Aristotle Capital Management, LLC, an investment management company, released its "Value Equity Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a 4.32% total return in Q2 2026, underperforming the 13.87% gain for the Russell 1000 Value Index and the 15.20% return for the S&P 500, while its 1.99% year-to-date return also lagged the Russell 1000 Value Index's 16.26% and the S&P 500's 10.21%. The Fund attributed the performance gap largely to limited exposure to the AI infrastructure spending boom, noting that the U.S. has about 4,000 existing data centers and nearly 3,000 more planned or under construction, while AI-related demand has created bottlenecks in processors and memory. The letter highlighted the scale of the cycle, with industry cash flows in key AI hardware areas rising sharply, while the Russell 1000 Value Index's top 10 contributors gained an average 182% year to date and accounted for 9.29 percentage points of the index's 16.23% return. Looking ahead, the fund expects investors to eventually reassess the sustainability of current AI infrastructure earnings and valuations. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Aristotle Value Equity Fund highlighted stocks like Danaher Corporation (NYSE:DHR). Danaher Corporation (NYSE:DHR) develops life sciences, diagnostics, and biotechnology products and technologies used across healthcare and research markets. The one-month return of Danaher Corporation (NYSE:DHR) was 10.62% while its shares traded between $160.93 and $242.80 over the last 52 weeks. On August 27, 2026, Danaher Corporation (NYSE:DHR) stock closed at approximately $215.36 per share, with a market capitalization of about $155.62 billion.
Aristotle Value Equity Fund stated the following regarding Danaher Corporation (NYSE:DHR) in its Q2 2026 investor letter:
We first invested in Danaher Corporation (NYSE:DHR), a company focused on biotechnology, life sciences and diagnostics, in the second quarter of 2016, attracted by its disciplined capital allocation, differentiated operating culture and consistent FREE cash flow generation. The business is distinguished by a portfolio of market-leading franchises and a high mix of recurring consumables revenue tied to a large installed base. Its differentiated operating culture, anchored by the Danaher Business System, has historically enabled the company to be a highly effective acquirer, consistently integrating new businesses, expanding margins and driving strong FREE cash flow generation. Over our decade-long holding period, Danaher successfully transformed itself from a diversified industrial company into a more focused healthcare business. This evolution included the spinoffs of Fortive, Envista, and Veralto, as well as the acquisition and integration of key ***** ets such as Pall, Cepheid and Cytiva. The company also increased the contribution from re

By Chuck Mikolajczak
NEW YORK, Aug 26 (Reuters) - The dollar advanced on Wednesday after a batch of U.S. economic data, including a reading on inflation, that slightly pushed up expectations for a rate hike from the Federal Reserve ahead of the Jackson Hole symposium of central bankers this week.
The Commerce Department ‌said the Personal Consumption Expenditures Price Index increased 3.7% in the 12 months through July, unchanged from June and slightly above the 3.6% estimate of economists ‌polled by Reuters. On a month-over-month basis, PCE rose 0.2% versus the estimate calling for a 0.1% increase, after falling 0.1% in June.
"Overall, because the headline was warm enough to prevent a dovish victory, those details weren't really strong enough to hand the hawks a clear win, so I wouldn't chase the rally at all," said George Vessey, lead FX and macro strategist at Convera in London.
"But I wouldn't fade it aggressively either, we've got loads of competing narratives driving FX at the moment, particularly the dollar, haven't we, so it's hard to have a strong conviction in either direction right now."

#reuters #estimate

Good morning. Stocks advanced on Thursday after Nvidia's (NVDA) bullish outlook sparked a rally in tech stocks, offsetting weakness elsewhere. Nvidia stock gained over 6% in early trading, while semiconductor stocks like Intel (INTC) and SK Hynix (SKHY) also rose.
Earnings movers Salesforce (CRM), Okta (OKTA), and CrowdStrike (CRWD) also surged by double digits on the backs of strong results and outlooks, spurring on a rally in software names as well. Salesforce CEO Marc Benioff called for an end to fears of software disruption, saying, "This nonsense of this SaaSpocalypse, I think it's time for it to stop."
Here's a check of the markets in the first few minutes of trading, based on a heat map powered by Yahoo Finance AlphaSpace data.
Tech (XLK) outperformed the rest of the market as the lone S&P 500 sector in the green. Strength in tech helped counterbalance declines in Utilities (XLU), Energy (XLE), and Communications Services (XLC).
Here are some notable stocks that Yahoo Finance readers are viewing this morning: Nvidia, Sandisk (SNDK), INTC, Marvell (MRVL), CrowdStrike, SK Hynix, Dollar Tree (DLTR)

#stocks #hynix #okta

Cryptocurrency exchange Coinbase Global (NASDAQ: $COIN) has debuted tokenized stocks on its Base blockchain network.
Coinbase joins rival exchanges Kraken and Binance in the race to bring stock trading onchain.
In a statement, Coinbase said that investors can now trade tokenized versions of stock such as Apple (NASDAQ: $AAPL), Nvidia (NASDAQ: $NVDA), and Alphabet (NASDAQ: $GOOGL).
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins

#base

SpaceX (NASDAQ: SPCX), Tesla (NASDAQ: TSLA), and Intel (NASDAQ: INTC) recently broke ground on the Terafab, the world's largest vertically integrated chipmaking factory. The massive plant is located in Grimes County, approximately 70 miles outside of Houston.
The initial phase of the Terafab will cost $16.8 billion, while its total costs across all phases could surpass $119 billion. Upon completion, the 100-million-square-foot facility will meet ******* eX and Tesla's projected computing demand of more than 1 terawatt per year.
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 »
SpaceX and Tesla will fund the plant's construction, while Intel will support its development with its licensed chipmaking process and foundry operations. ******* eX and Tesla haven't disclosed the exact dollar-for-dollar equity split for the project, but ******* eX will absorb a larger portion of those costs because it will claim more of those chips. Approximately 75% of the Terafab's chips will be allocated to ******* eX's orbital data centers and satellite constellations, while the remaining 25% will power Tesla's Optimus robots, self-driving vehicles, and Cybercabs.
Those chips could help ******* eX achieve Elon Musk's ambitious goal of becoming the first company to generate over $1 trillion in annual revenue by 2030. To achieve that goal, ******* eX would need its Starlink, rocket launch, and AI businesses to grow exponentially.

#tesla #Intel #approximately

Director Benjamin Silbermann reported a sale of 93,750 shares of Class A Common Stock in Pinterest, Inc. (NYSE:PINS) in an SEC Form 4 filing.
Metric
Value
Transaction value
~$2.2 million

#common

Robinhood Markets (NASDAQ: $HOOD) CEO Vlad Tenev is calling on U.S. regulators to approve tokenized stocks.
In a social media post, Tenev argues that the U.S. is at risk of ceding the next generation of financial-market infrastructure to overseas competitors.
The Robinhood CEO also said that the global financial system is in the early stages of a "tokenization super cycle" that has the potential to reshape traditional finance.
More From Cryptoprowl:
MEXC July TradFi Trading Shifts Toward AI Storage as SNDK Futures Volume Surges More Than 15x Times

#robinhood #july

UK insurer Aviva reported a 49% decline in profit to £418m for the first half of 2026 (H1 2026), while basic earnings per share fell by 44% to 12.2p.
The company said this came as operating profit increased by 24% to £1.32bn, which it attributed to continued progress on its Direct Line integration and growth across its core business lines.
Operating earnings per share rose by 10% to 31.8p, while return on equity (ROE) increased to 20.3% from 18.2% in the same period last year.
General Insurance premiums were up by 29% to £8.09bn, while the group's undiscounted combined operating ratio improved to 93.3% from 94.6% a year earlier.
Within that division, UK and Ireland (UK&I) General Insurance premiums increased by 42% to £5.91bn, reflecting the Direct Line acquisition and growth in the intermediated business, with an undiscounted combined operating ratio (COR) of 93.4%.

#direct #line #insurance #earnings

Global ***** et manager T. Rowe Price has defended its decision to include Dogecoin (CRYPTO: $DOGE) in its newly launched actively managed cryptocurrency exchange-traded fund, framing the allocation as a disciplined investment strategy rather than speculation chasing an internet fad.
The T. Rowe Price Active Crypto ETF (TKNZ), which launched in July as the first actively managed, multi-token spot crypto ETF in the U.S., allocates 1.26% of its portfolio to Dogecoin. Bitcoin (CRYPTO: $BTC) and Ethereum (CRYPTO: $ETH) account for roughly 60% of the fund's ***** ets, followed by Binance Coin (CRYPTO: $BNB).
"We wanted to be truly active managers," Blue Macellari, head of digital ***** ets and lead portfolio manager for TKNZ, said in an interview. "If meme coins are performing well and we exclude them purely on principle, we would be preventing investors from participating in that upside."
More From Cryptoprowl:
MEXC Ventures Supports Alpha Arena's APAC Debut at Coinfest Bali

#rowe #active #manager #actively

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Mortgage rates have been higher in the last few years. But where are rates headed in the next five years, and should you wait for mortgage rates to fall significantly before buying or refinancing? Mortgage interest rates are determined by several factors, all of which can give us clues about the future. Let's take a closer look at mortgage rate predictions over the next five years.
Here are the housing market predictions for 2026.
One of the most useful indicators for predicting mortgage rates is the yield on the 10-year U.S. Treasury note. Mortgage rates and 10-year Treasury yields typically move in the same direction, although mortgage rates are usually higher because lenders factor in additional risks. This difference between the two is known as the spread, and we'll account for that when estimating where mortgage rates could go.
With that in mind, the first step is to look at where economists believe Treasury yields are headed over the next five years. To build a forecast, we'll combine expert economic projections with data compiled using artificial intelligence.

#mortgage #headed

By Nandan Mandayam
Aug 4 (Reuters) - Caterpillar raised its annual revenue growth forecast after beating second-quarter profit estimates on Tuesday, benefiting from a buildout ‌of AI data centers that has spurred demand for its power-generation ‌and construction equipment.
Shares of the company jumped 11% in premarket trading, sending Dow futures up 0.6%, after it cut its full-year tariff costs forecast to around $2.2 billion from the previously expected $2.2 billion to $2.6 billion.
Over the last few quarters, the equipment giant has seen a surge in orders for construction equipment amid a nationwide buildout of data centers as ‌well as the backup ⁠power equipment needed for such buildings.
"Construction leading growth in the quarter was a standout," Oppenheimer ***** yst Kristen Owen said. The stock's ⁠reaction "reflects the importance of the durability of core Caterpillar businesses in sustaining the stock's momentum."

#Growth #forecast

Rivian Automotive Inc (NASDAQ:RIVN) — one of the most popular EV stocks on the market today — reported second-quarter earnings after market close on July 30.
Whether you're invested in Rivian or an EV competitor like Tesla (NASDAQ:TSLA) or Lucid Group (NASDAQ:LCID), you'll want to pay close attention to the key takeaways covered below.
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 »
In fact, AI investors should also monitor Rivian's quarterly earnings announcement, as the company is currently transitioning from a conventional automaker to an AI-driven transportation company.
Here are the three biggest takeaways from Rivian's second-quarter earnings reveal.

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Closely followed investor Cathie Wood continues to purchase stocks of cryptocurrency companies as their prices fall.
Through her Ark Invest ******* et management firm, Wood bought shares of crypto companies such as Coinbase Global (NASDAQ: $COIN) and Circle Internet Group (NYSE: $CRCL).
In the last three days, Ark Invest purchased $43.5 million U.S. of crypto stocks, including 122,544 Coinbase shares valued at $18.6 million U.S.
More From Cryptoprowl:
Ramp Network Brings Multichain Wallet and Rewards to EU

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Performance outperformance was driven by a significant acceleration in acquisition volume, totaling $374 million in Q2 alone, supported by a fragmented market and a first-mover advantage.
Management attributes the increased deal flow to a generational transfer of wealth, where private owners are seeking liquidity for estate planning purposes.
Operational strength is underpinned by a highly diversified tenant base where only one tenant contributes more than 2% of base rent, mitigating individual tenant risk.
The portfolio's focus on 'vehicular corridors' and 'errand-based' shopping drives high demand from national tenants who can generate higher 4-wall EBITDA than local operators.

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Last Updated: Jul 27, 2026, 6:05 PM EDT
Updated 1 day ago
By
Naomi Buchanan

#updated #naomi

Markets face the week's most consequential moment Wednesday at 2:00pm when the Federal Reserve announces its rate decision and Fed Chair Kevin Warsh holds his first post-decision press conference, setting policy direction.
This comes amid extraordinary uncertainty about technology sector valuations, artificial intelligence infrastructure spending, and economic growth trajectory.
The decision arrives after a week dominated by disappointing technology earnings that intensified AI bubble concerns and validated investor skepticism about whether massive data center investments will translate into proportional revenue and earnings growth.
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