4 days ago
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.
With so many guidelines around saving for retirement — best practices, where to put your savings, and how much to save — it can be difficult to know which path to take.
The advice usually goes something like this: Save a certain percentage of your income throughout your career, and your retirement fund could be somewhere in the millions. T. Rowe Price and Fidelity both recommend that retirement savers put away at least 15% of their income, while Vanguard recommends 12% to 15%.
This all sounds great in theory, but if you're earning an average salary, it could feel like a reach. However, experts say it may not be.
Last year on Instagram, multimillionaire investor and entrepreneur Kevin O'Leary shared the advice he gives his children to keep them on track toward a healthy nest egg.
#Retirement #advertiser #fidelity
With so many guidelines around saving for retirement — best practices, where to put your savings, and how much to save — it can be difficult to know which path to take.
The advice usually goes something like this: Save a certain percentage of your income throughout your career, and your retirement fund could be somewhere in the millions. T. Rowe Price and Fidelity both recommend that retirement savers put away at least 15% of their income, while Vanguard recommends 12% to 15%.
This all sounds great in theory, but if you're earning an average salary, it could feel like a reach. However, experts say it may not be.
Last year on Instagram, multimillionaire investor and entrepreneur Kevin O'Leary shared the advice he gives his children to keep them on track toward a healthy nest egg.
#Retirement #advertiser #fidelity
9 days ago
Brian Joseph Hoff, the Chief Financial Officer of Unusual Machines (NYSEMKT:UMAC), sold 11,413 shares of common stock on Aug. 20, 2026, according to a recent SEC Form 4 filing.
Metric
Value
Shares sold
11,413
#joseph #chief #financial
Metric
Value
Shares sold
11,413
#joseph #chief #financial
11 days ago
DDOG dropped 22% after a large AI customer disclosed reduced future usage, despite beating Q2 revenue and earnings while raising its full-year outlook.
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
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.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
CoreWeave (CRWV) and Oracle (ORCL) each gained 13-14% over the same period, ruling out sector rotation or broad cloud weakness as the cause.
Customer concentration risk and a decelerating growth rate can keep a software stock repriced far longer than its underlying platform quality would suggest.
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.
Datadog stands alone in cloud software over the past month, with a company-specific catalyst carving a wide gap between its shares and every close peer. That gap is the whole story, and it flips the usual sector-rotation explanation on its head.
#Stock #ddog
12 days ago
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 Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ******* mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#strategy #small #quarter
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Atmus Filtration Technologies Inc. (NYSE:ATMU). Atmus Filtration Technologies Inc. (NYSE:ATMU), a US-based filtration products manufacturer, known for its Fleetguard brand, detracted from the strategy's performance this quarter. On August 31, 2026, Atmus Filtration Technologies Inc. (NYSE:ATMU) closed at $47.23 per share. Filtration Technologies Inc. (NYSE:ATMU) fell 14.31% over the past month while its shares gained 5.47% over the past 52 weeks. Atmus Filtration Technologies Inc. (NYSE:ATMU) has a market capitalization of $3.85 billion with a 52-week trading range between $42.60 - $66.50.
Riverwater Partners Small Cap Strategy stated the following regarding Atmus Filtration Technologies Inc. (NYSE:ATMU) in its Q2 2026 investor letter:
"Atmus Filtration Technologies Inc. (NYSE:ATMU), the engine filtration business spun out of ******* mins (CMI), fell approximately 10% as readthroughs from the freight market turned mixed, with softer commentary on new truck builds and some margin pressure weighing on sentiment. We continue to like the durable, replacement-driven aftermarket core of the business, but we respected the change in tone and trimmed the position back to a standard weight during the quarter."
#strategy #small #quarter
17 days ago
Aug 26, 2026, 7:55 pm EDT
Waiting Room. The S&P 500 ended up pretty much
exactly where it started
on Wednesday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
It’s fifth time lucky for Nvidia
NVDA
+8.74%
. After a run of four quarterly earnings reports in which the stock slumped the following trading session, the chip maker finally appears to have hit on a winner by overturning ****** umptions about how fast it can grow. Now, ****** ysts are fighting to up their stock price targets to what seem to be ridiculous levels.
#Stock #room #NVIDIA #nvda
Waiting Room. The S&P 500 ended up pretty much
exactly where it started
on Wednesday.
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
It’s fifth time lucky for Nvidia
NVDA
+8.74%
. After a run of four quarterly earnings reports in which the stock slumped the following trading session, the chip maker finally appears to have hit on a winner by overturning ****** umptions about how fast it can grow. Now, ****** ysts are fighting to up their stock price targets to what seem to be ridiculous levels.
#Stock #room #NVIDIA #nvda
19 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
AI is making memory stocks soar (1). Jim Cramer of Mad Money says you should buy high.
"I say that you have to free yourself of these constraints and understand that sometimes, it really is different," said Cramer on a recent Mad Money segment (2). "Sometimes, the opportunity is too great and you can't afford not to take it."
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
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #free #wealth #moneywise
AI is making memory stocks soar (1). Jim Cramer of Mad Money says you should buy high.
"I say that you have to free yourself of these constraints and understand that sometimes, it really is different," said Cramer on a recent Mad Money segment (2). "Sometimes, the opportunity is too great and you can't afford not to take it."
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
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #free #wealth #moneywise
20 days ago
23 days ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Delivered 18th consecutive quarter of traffic growth and 15th consecutive quarter of market share gains, driven by a value proposition that resonates across all income cohorts, though the vast majority of growth continues to be driven by higher income members.
Achieved a new milestone of 8.5 million members, with membership fee income (MFI) growing nearly 10% year-over-year due to strong acquisition and higher-tier penetration.
Utilized favorable fuel market dynamics and strong volume growth to generate outsized fuel profits, which were partially reinvested into member value and price gaps.
Implemented a systematic Category Management Process (CMP) to optimize ****** ortments, resulting in strong performance in beverages, Active Nutrition, and renovated Home categories.
#driven #value #members
Delivered 18th consecutive quarter of traffic growth and 15th consecutive quarter of market share gains, driven by a value proposition that resonates across all income cohorts, though the vast majority of growth continues to be driven by higher income members.
Achieved a new milestone of 8.5 million members, with membership fee income (MFI) growing nearly 10% year-over-year due to strong acquisition and higher-tier penetration.
Utilized favorable fuel market dynamics and strong volume growth to generate outsized fuel profits, which were partially reinvested into member value and price gaps.
Implemented a systematic Category Management Process (CMP) to optimize ****** ortments, resulting in strong performance in beverages, Active Nutrition, and renovated Home categories.
#driven #value #members
25 days ago
US national debt hit a record $40tn (£29.3tn) as Donald Trump launched a major intervention in the bond market to calm investors after a global sell-off.
America's gross federal debt surpassed the milestone earlier this week, data from the US treasury showed on Wednesday, coinciding with a bond market crash that pushed government borrowing costs to multi-decade highs.
The US national debt has risen by $3tn in the past 12 months, raising fears about higher spending under Mr Trump.
It came as the US treasury said it would pump billions of dollars into the bond market after fears about inflation and surging government debt propelled borrowing costs to their highest level since the financial crisis.
In a move to calm increasingly volatile bond markets, the treasury said on Wednesday that it would double the amount available to buy long-dated US treasuries to $4bn (£3bn).
#government
America's gross federal debt surpassed the milestone earlier this week, data from the US treasury showed on Wednesday, coinciding with a bond market crash that pushed government borrowing costs to multi-decade highs.
The US national debt has risen by $3tn in the past 12 months, raising fears about higher spending under Mr Trump.
It came as the US treasury said it would pump billions of dollars into the bond market after fears about inflation and surging government debt propelled borrowing costs to their highest level since the financial crisis.
In a move to calm increasingly volatile bond markets, the treasury said on Wednesday that it would double the amount available to buy long-dated US treasuries to $4bn (£3bn).
#government
25 days ago
Bessent doubled Treasury's long-bond buybacks to $4B per operation, dropping the 30-year yield 10 basis points and sending silver surging 6%.
Silver outpaced gold because industrial demand from solar panels and green tech gives it higher sensitivity when yields fall and risk-on conditions emerge.
The buybacks are a rounding error against a $28T Treasury market, and the metals rally is a narrative response to fiscal concern rather than monetary easing.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer's strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ripple into everything from mortgage rates to gold.
#bond #buybacks #yield
Silver outpaced gold because industrial demand from solar panels and green tech gives it higher sensitivity when yields fall and risk-on conditions emerge.
The buybacks are a rounding error against a $28T Treasury market, and the metals rally is a narrative response to fiscal concern rather than monetary easing.
Don't wait: the **** yst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now.
The bond market has been sending distress signals for months. With public debt surpassing $40 trillion and the 30-year Treasury yield touching levels last seen in 2007, Washington has had a buyer's strike problem on its hands. Long-dated debt kept cheapening as investors demanded more compensation for holding it, and that selloff was starting to ripple into everything from mortgage rates to gold.
#bond #buybacks #yield
1 month ago
UK-based accounting and advisory firm S&W has bolstered its corporate and international tax offering with the addition of Pamela Collie as partner in its London office.
The company said the appointment is aligned with its long-term growth plans and ongoing investment in its business tax team.
S&W business tax head Mark Webb said: "Pamela's appointment reflects our continued investment in corporate and international tax and our commitment to broadening the expertise available to clients across our business tax practice.
"Pamela brings significant experience advising multinational businesses on complex international tax matters and will play an important role in supporting our clients as they navigate an increasingly challenging global tax landscape."
Collie has more than 15 years' experience in corporate and international tax, advising clients from Aberdeen, London and New York.
#pamela #london
The company said the appointment is aligned with its long-term growth plans and ongoing investment in its business tax team.
S&W business tax head Mark Webb said: "Pamela's appointment reflects our continued investment in corporate and international tax and our commitment to broadening the expertise available to clients across our business tax practice.
"Pamela brings significant experience advising multinational businesses on complex international tax matters and will play an important role in supporting our clients as they navigate an increasingly challenging global tax landscape."
Collie has more than 15 years' experience in corporate and international tax, advising clients from Aberdeen, London and New York.
#pamela #london
1 month ago
Intuitive Machines (NASDAQ: LUNR) published its second-quarter results after the market closed yesterday, and its stock is seeing strong gains in Friday's trading. The company's share price was up 10.5%in the daily session as of 12:30 p.m. ET.
Intuitive Machines' Q2 sales and earnings actually came in below Wall Street's expectations, but there was some good news for investors. In addition to reaffirming its full-year sales forecast, the company provided new details about its lunar satellite constellation plans.
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 the second quarter, Intuitive Machines recorded a net loss of $0.29 per share and revenue of roughly $206.2 million. The average Wall Street **** yst estimate had only targeted a per-share loss of $0.10 in the quarter, and the average forecast called for sales in the period to be roughly $15 million higher. Despite the sales and earnings misses, other updates from the company has been enough to spur big gains for the stock today.
While the company's Q2 sales came in below expectations, Intuitive Machines still expects to post revenue between $900 million and $1 billion this year. The company also expects to record positive non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA).
#intuitive #sales #company
Intuitive Machines' Q2 sales and earnings actually came in below Wall Street's expectations, but there was some good news for investors. In addition to reaffirming its full-year sales forecast, the company provided new details about its lunar satellite constellation plans.
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 the second quarter, Intuitive Machines recorded a net loss of $0.29 per share and revenue of roughly $206.2 million. The average Wall Street **** yst estimate had only targeted a per-share loss of $0.10 in the quarter, and the average forecast called for sales in the period to be roughly $15 million higher. Despite the sales and earnings misses, other updates from the company has been enough to spur big gains for the stock today.
While the company's Q2 sales came in below expectations, Intuitive Machines still expects to post revenue between $900 million and $1 billion this year. The company also expects to record positive non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization (EBITDA).
#intuitive #sales #company
1 month ago
Enterprise software stocks spent much of 2025 and the first half of 2026 under a cloud of skepticism. Investors fretted that generative AI agents would hollow out demand for traditional collaboration and workflow tools. That narrative collided with reality last week.
Atlassian Corporation (TEAM) shares surged 35.31% after the collaboration-software leader reported fiscal fourth-quarter results, on August 7th, that blew past expectations. Its cloud revenue accelerated to 31%, and the company swung to a 12% GAAP operating margin, its first quarterly operating profit in more than two years.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#cloud #operating #corporation #team
Atlassian Corporation (TEAM) shares surged 35.31% after the collaboration-software leader reported fiscal fourth-quarter results, on August 7th, that blew past expectations. Its cloud revenue accelerated to 31%, and the company swung to a 12% GAAP operating margin, its first quarterly operating profit in more than two years.
Don't ****** ume Micron Will Share SanDisk's Fate. Here's Why.
The Nvidia-SpaceX Deal Is Sending a Clear Signal on AI Dominance
Rocket Lab Investors Have Plenty to Cheer Ahead of Q2 Earnings Today
#cloud #operating #corporation #team
1 month ago
By Shashwat Chauhan
Aug 10 (Reuters) - Retail investors who spent weeks defending ***** eX through its post-IPO run turned net sellers on Friday, marking the first such instance since the company's blockbuster debut in June.
Mom-and-pop traders sold a net $4.5 million in Elon Musk's rocket company on August 7, the first net negative reading since the company went public on June 12, according to Vanda Research data.
"A shift from persistent net buying to selling is rarely about one catalyst, it is usually a mix of profit-taking, position fatigue and investors reassessing the risk-reward," said Sam North, market ***** yst at etoro.
"Friday is particularly interesting because retail turned net sellers while the shares were rebounding strongly and trading back around the IPO price. That looks more like investors using strength to take some money off the table than panic selling."
#first
Aug 10 (Reuters) - Retail investors who spent weeks defending ***** eX through its post-IPO run turned net sellers on Friday, marking the first such instance since the company's blockbuster debut in June.
Mom-and-pop traders sold a net $4.5 million in Elon Musk's rocket company on August 7, the first net negative reading since the company went public on June 12, according to Vanda Research data.
"A shift from persistent net buying to selling is rarely about one catalyst, it is usually a mix of profit-taking, position fatigue and investors reassessing the risk-reward," said Sam North, market ***** yst at etoro.
"Friday is particularly interesting because retail turned net sellers while the shares were rebounding strongly and trading back around the IPO price. That looks more like investors using strength to take some money off the table than panic selling."
#first
1 month ago
Updated Aug 08, 2026, 1:52 pm EDT / Original Aug 08, 2026, 8:23 am EDT
Berkshire Hathaway’s
BRK.B
-0.54%
operating earnings after taxes increased 16% in the second quarter to $13 billion on strength at the company’s railroad, energy and manufacturing, service, and retailing unit, the company’s financial results released on Saturday show.
BRK.B
-0.54%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#reserved
Berkshire Hathaway’s
BRK.B
-0.54%
operating earnings after taxes increased 16% in the second quarter to $13 billion on strength at the company’s railroad, energy and manufacturing, service, and retailing unit, the company’s financial results released on Saturday show.
BRK.B
-0.54%
Copyright ©2026 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
#reserved
1 month ago
Gran Tierra Energy (TSE:GTE) reported second-quarter 2026 net income of $25 million, reversing a $119 million net loss in the prior quarter, as stronger commodity prices, improved margins and lower operating costs supported results. The company also generated positive free cash flow while advancing portfolio changes in South America and Canada.
President and Chief Executive Officer Gary Guidry opened the call by addressing the company's announcement that it had entered into a definitive agreement to sell its oil businesses in Colombia and Ecuador. However, Guidry said contractual restrictions limited what Gran Tierra and the counterparties could disclose beyond their public announcements and filings.
→ No Hangover: Revisiting Microsoft One Week After Earnings
"We are not in a position to answer questions about the transaction on today's call," Guidry said, adding that further information would be provided as appropriate, including in materials for a special stockholder meeting to consider approval of the deal.
Executive Vice President and Chief Financial Officer Ryan Ellson said the company's second-quarter performance reflected stronger commodity prices and lower total operating expenses. Adjusted EBITDA totaled $85 million, compared with $74 million in the first quarter and $77 million a year earlier.
#quarter
President and Chief Executive Officer Gary Guidry opened the call by addressing the company's announcement that it had entered into a definitive agreement to sell its oil businesses in Colombia and Ecuador. However, Guidry said contractual restrictions limited what Gran Tierra and the counterparties could disclose beyond their public announcements and filings.
→ No Hangover: Revisiting Microsoft One Week After Earnings
"We are not in a position to answer questions about the transaction on today's call," Guidry said, adding that further information would be provided as appropriate, including in materials for a special stockholder meeting to consider approval of the deal.
Executive Vice President and Chief Financial Officer Ryan Ellson said the company's second-quarter performance reflected stronger commodity prices and lower total operating expenses. Adjusted EBITDA totaled $85 million, compared with $74 million in the first quarter and $77 million a year earlier.
#quarter
1 month ago
Our ****** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Performance was significantly bolstered by $15.3 million in tariff refunds following a U.S. Supreme Court ruling that invalidated previous IEEPA levies.
Wholesale growth of 7% was driven by momentum in the Florsheim brand, which successfully expanded into hybrid and casual footwear categories.
Management attributed the Stacy Adams recovery to strong retail sell-through of traditional dress shoes, now being leveraged to pivot into casual lifestyle products.
Nunn Bush faced headwinds in the opening price point segment, prompting a strategy to differentiate through superior materials and comfort technology against lower-priced private labels.
#ieepa #wholesale
Performance was significantly bolstered by $15.3 million in tariff refunds following a U.S. Supreme Court ruling that invalidated previous IEEPA levies.
Wholesale growth of 7% was driven by momentum in the Florsheim brand, which successfully expanded into hybrid and casual footwear categories.
Management attributed the Stacy Adams recovery to strong retail sell-through of traditional dress shoes, now being leveraged to pivot into casual lifestyle products.
Nunn Bush faced headwinds in the opening price point segment, prompting a strategy to differentiate through superior materials and comfort technology against lower-priced private labels.
#ieepa #wholesale
1 month ago
Access to this page has been denied because we believe you are using automation tools to browse the website.
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #3f018c7a -91b7-11f1-80a0-e4c265c27ca2
#please #javascript #page #automation
This may happen as a result of the following:
Please make sure that Javascript and cookies are enabled on your browser and that you are not blocking them from loading.
Reference ID: #3f018c7a -91b7-11f1-80a0-e4c265c27ca2
#please #javascript #page #automation
1 month ago
Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Health Care Fund". A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, the Fund appreciated 10.61% on an annualized basis, compared with 10.02% for the Benchmark and 14.83% for the Index. Strong stock selection in pharmaceuticals, biotechnology, health care equipment, and life sciences tools and services supported the Fund's outperformance, although limited exposure to managed care stocks reduced relative returns. The Fund remains positive on health care due to improving biotechnology funding, strong acquisition activity, recovering managed care margins, and growth from an aging population, chronic disease, medical innovation, and higher health care spending. In addition, please check the Fund's top five holdings to know the best picks in 2026.
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Edwards Lifesciences Corporation (NYSE:EW). Edwards Lifesciences Corporation (NYSE:EW) is a medical technology company that provides products and technologies to treat advanced cardiovascular diseases. On August 3, 2026, Edwards Lifesciences Corporation (NYSE:EW) closed at $88.82 per share. The one-month return of Edwards Lifesciences Corporation (NYSE:EW) was -6.33% and its shares gained 12.09% over the past 52 weeks. Edwards Lifesciences Corporation (NYSE:EW) has a market capitalization of $51.14 billion.
Baron Health Care Fund stated the following regarding Edwards Lifesciences Corporation (NYSE:EW) in its Q2 2026 investor letter:
"Edwards Lifesciences Corporation (NYSE:EW) was a material tailwind in the period. Shares of Edwards, a medical technology company specializing in structural heart disease therapies, rose due to solid first quarter results and an updated Medicare coverage decision for transcatheter aortic valve replacement (TAVR), which has the potential to increase procedure volumes. We retain conviction as Edwards' lead in replacement therapies for mitral and tricuspid valves, which combined with a total addressable market that could approach the scale of core TAVR provides a durable and differentiated growth runway that competitors are years away from replicating."
Edwards Lifesciences Corporation (NYSE:EW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Edwards Lifesciences Corporation (NYSE:EW) at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the potential of Edwards Lifesciences Corporation (NYSE:EW) 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 tarif
In its second-quarter 2026 investor letter, Baron Health Care Fund highlighted Edwards Lifesciences Corporation (NYSE:EW). Edwards Lifesciences Corporation (NYSE:EW) is a medical technology company that provides products and technologies to treat advanced cardiovascular diseases. On August 3, 2026, Edwards Lifesciences Corporation (NYSE:EW) closed at $88.82 per share. The one-month return of Edwards Lifesciences Corporation (NYSE:EW) was -6.33% and its shares gained 12.09% over the past 52 weeks. Edwards Lifesciences Corporation (NYSE:EW) has a market capitalization of $51.14 billion.
Baron Health Care Fund stated the following regarding Edwards Lifesciences Corporation (NYSE:EW) in its Q2 2026 investor letter:
"Edwards Lifesciences Corporation (NYSE:EW) was a material tailwind in the period. Shares of Edwards, a medical technology company specializing in structural heart disease therapies, rose due to solid first quarter results and an updated Medicare coverage decision for transcatheter aortic valve replacement (TAVR), which has the potential to increase procedure volumes. We retain conviction as Edwards' lead in replacement therapies for mitral and tricuspid valves, which combined with a total addressable market that could approach the scale of core TAVR provides a durable and differentiated growth runway that competitors are years away from replicating."
Edwards Lifesciences Corporation (NYSE:EW) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 68 hedge fund portfolios held Edwards Lifesciences Corporation (NYSE:EW) at the end of the first quarter which was 64 in the previous quarter. While we acknowledge the potential of Edwards Lifesciences Corporation (NYSE:EW) 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 tarif
1 month ago
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.
Mortgage rates among leading lenders range from just below 6.5% to over 7% again this week. The Yahoo Finance weekly survey ranks lenders by the lowest annual percentage rate (APR), which includes lender fees. Read on to see the 10 lenders with the lowest rates this week.
Read more: See our top picks for mortgage lenders for first-time home buyers.
Here are the 10 mortgage lenders with the best interest rates this week, as determined by our survey of the lowest mortgage rates on 30-year, fixed-rate conventional loans. The following numbers are each lender's annual percentage rate (APR).
Navy Federal Credit Union: 6.406%
#rates #week #advertiser
Mortgage rates among leading lenders range from just below 6.5% to over 7% again this week. The Yahoo Finance weekly survey ranks lenders by the lowest annual percentage rate (APR), which includes lender fees. Read on to see the 10 lenders with the lowest rates this week.
Read more: See our top picks for mortgage lenders for first-time home buyers.
Here are the 10 mortgage lenders with the best interest rates this week, as determined by our survey of the lowest mortgage rates on 30-year, fixed-rate conventional loans. The following numbers are each lender's annual percentage rate (APR).
Navy Federal Credit Union: 6.406%
#rates #week #advertiser
1 month ago
Investors seeking exposure to cutting-edge computing technologies often weigh the merits of artificial intelligence against quantum breakthroughs. Choosing between BigBear.ai (NYSE:BBAI) and D-Wave Quantum (NASDAQ:QBTS) requires balancing government-focused growth with commercial innovation.
BigBear.ai specializes in decision intelligence for defense and logistics, while D-Wave Quantum provides cloud-based quantum computing services. While both companies operate in the high-stakes world of advanced technology, their paths to profitability and market niches differ significantly. This comparison examines their financials, risks, and valuations to help you decide which stock fits your strategy.
BigBear.ai is a prominent name among tech stocks that provide decision intelligence solutions for supply chains and autonomous systems. The company serves the U.S. Intelligence Community and the Department of Defense alongside commercial manufacturing clients. Customer concentration like this adds a layer of risk to the business, as a few large contracts account for over half of total revenue.
In FY 2025, revenue reached nearly $127.7 million, representing a decline of approximately 19.3% compared to the previous year. The company reported a net loss of roughly $293.9 million for the period, which resulted in a net margin of nearly 230.2%. Net margin measures how much of every dollar in revenue remains as profit after all expenses are paid.
Following its early 2026 debt conversion, the company's debt-to-equity ratio sits at approximately 0.0x, meaning it carries virtually no debt relative to its shareholder equity. This builds on a solid December 2025 foundation where the current ratio was nearly 1.8x, giving the company a strong short-term liquidity buffer. Free cash flow for 2025 was roughly negative $46.3 million, representing the cash remaining after the business pays for its operations and equipment.
#defense
BigBear.ai specializes in decision intelligence for defense and logistics, while D-Wave Quantum provides cloud-based quantum computing services. While both companies operate in the high-stakes world of advanced technology, their paths to profitability and market niches differ significantly. This comparison examines their financials, risks, and valuations to help you decide which stock fits your strategy.
BigBear.ai is a prominent name among tech stocks that provide decision intelligence solutions for supply chains and autonomous systems. The company serves the U.S. Intelligence Community and the Department of Defense alongside commercial manufacturing clients. Customer concentration like this adds a layer of risk to the business, as a few large contracts account for over half of total revenue.
In FY 2025, revenue reached nearly $127.7 million, representing a decline of approximately 19.3% compared to the previous year. The company reported a net loss of roughly $293.9 million for the period, which resulted in a net margin of nearly 230.2%. Net margin measures how much of every dollar in revenue remains as profit after all expenses are paid.
Following its early 2026 debt conversion, the company's debt-to-equity ratio sits at approximately 0.0x, meaning it carries virtually no debt relative to its shareholder equity. This builds on a solid December 2025 foundation where the current ratio was nearly 1.8x, giving the company a strong short-term liquidity buffer. Free cash flow for 2025 was roughly negative $46.3 million, representing the cash remaining after the business pays for its operations and equipment.
#defense
2 months ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Elon Musk believes artificial intelligence is advancing faster than almost anyone realizes and has the potential to eclipse human intelligence, and soon.
"I think AI may exceed the sum of human intelligence in around five years," Musk said during an interview with The Economist (1). "So there really won't be anything that AI can't do better than humans, apart from being human, perhaps."
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
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#anyone
Elon Musk believes artificial intelligence is advancing faster than almost anyone realizes and has the potential to eclipse human intelligence, and soon.
"I think AI may exceed the sum of human intelligence in around five years," Musk said during an interview with The Economist (1). "So there really won't be anything that AI can't do better than humans, apart from being human, perhaps."
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
JPMorgan still sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Learn more with a free guide from Priority Gold
#anyone
2 months ago
It's shaping up to be an interesting earnings season for the big tech stocks. Alphabet set the tone on July 22 with a solid second-quarter earnings report that saw revenue jump 24% from a year ago to $119.76 billion. Growth in Google Cloud was even better at 82%.
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right 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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
One might think that investors would celebrate Alphabet's commitment to grow out its all-important artificial intelligence infrastructure, but you'd be wrong. Alphabet raised its capex guidance from $185 billion to $200 billion, and the stock promptly dropped 6%, taking several other major tech stocks with it, as investors are getting spooked by the amount of money being poured into AI right 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 »
It's against this backdrop that fellow Magnificent Seven member Meta Platforms (NASDAQ:META) prepares to report its quarterly earnings after the closing bell on July 29. Meta, like Alphabet, has been spending heavily on data centers. But unlike Alphabet, it doesn't have a cloud computing division of its own to sell AI computing capacity as a revenue stream.
Is that about to change? We may get some answers when Meta steps up to the earnings podium.
#meta #NVIDIA #billion #july
2 months ago
Global equities ended last week little changed in local currency and up 0.6% in sterling terms. This continued the choppy pattern of recent weeks with markets currently down 1.5-2% from their peak in early June. The US underperformed with a gain of 0.3% in sterling terms while the UK and emerging markets were both up around 1.3%.
Meanwhile, government bonds in the US and UK both lost 0.5% with yields re-testing their highs in early May. 10-year UK gilt yields tested 5.1% while US yields reached 4.7%, before retreating a bit.
The war with Iran was centre stage with renewed attacks by both sides and Trump once again upping his threats. The new ingredient this time was that concerns were not limited to the Strait of Hormuz but extended to the Bab El Mandeb Strait with the Houthis exchanging blows with Saudi Arabia and threatening to close the waterway.
The importance of this new chokepoint is two-fold. First, it threatens Saudi's ability to divert via its pipeline a good part of its oil production to the Red Sea rather than the Strait of Hormuz. Second, it poses a threat to container traffic more generally which use the Suez Canal to avoid a long and costly diversion around the African coast.
Oil duly moved back up to $100 per barrel mid-week from a low of close to $70pb all of three weeks ago. But it is back down to $88pb this morning as negotiations between the US and Iran started up once again over the weekend, easing fears of a major escalation. However, this morning, Iran said it is not seeking new peace talks, so the confusion continues.
Even so, the fact remains that Trump appears to have chickened out yet again – be it because the hike in oil prices has pushed US gasoline prices back above $4 per gallon, the rise in US Treasury yields has caused concerns or because, as has been reported, the US lacks the necessary munitions.
#strait #back #sterling
Meanwhile, government bonds in the US and UK both lost 0.5% with yields re-testing their highs in early May. 10-year UK gilt yields tested 5.1% while US yields reached 4.7%, before retreating a bit.
The war with Iran was centre stage with renewed attacks by both sides and Trump once again upping his threats. The new ingredient this time was that concerns were not limited to the Strait of Hormuz but extended to the Bab El Mandeb Strait with the Houthis exchanging blows with Saudi Arabia and threatening to close the waterway.
The importance of this new chokepoint is two-fold. First, it threatens Saudi's ability to divert via its pipeline a good part of its oil production to the Red Sea rather than the Strait of Hormuz. Second, it poses a threat to container traffic more generally which use the Suez Canal to avoid a long and costly diversion around the African coast.
Oil duly moved back up to $100 per barrel mid-week from a low of close to $70pb all of three weeks ago. But it is back down to $88pb this morning as negotiations between the US and Iran started up once again over the weekend, easing fears of a major escalation. However, this morning, Iran said it is not seeking new peace talks, so the confusion continues.
Even so, the fact remains that Trump appears to have chickened out yet again – be it because the hike in oil prices has pushed US gasoline prices back above $4 per gallon, the rise in US Treasury yields has caused concerns or because, as has been reported, the US lacks the necessary munitions.
#strait #back #sterling
2 months ago
This story was originally published on MedTech Dive. To receive daily news and insights, subscribe to our free daily MedTech Dive newsletter.
Robot developer Vicarious Surgical, which raised more than $425 million from investors including Bill Gates before its 2021 initial public offering, has obtained approval from shareholders to wind down and liquidate the business.
Shareholders voted at a special meeting Tuesday to enter into an ******* ignment for the benefit of creditors, an alternative to bankruptcy. The process transfers a company's ******* ets into a trust for distribution to creditors.
Vicarious was working to develop a single-port surgical robot that "shrinks the surgeon" to perform procedures inside the patient's abdomen but faced a series of delays in bringing the device to market and last year canceled plans for a clinical trial as it pushed to finish the design for the commercial version of the system.
Vicarious is shutting down 12 years after it was formed with the ambitious goals of improving patient outcomes, increasing surgical efficiency and addressing what its founders saw as significant limitations to legacy robotic platforms. Its 2021 merger with D8 Holdings, a special purpose acquisition company, or ******* , valued the company at $1.1 billion.
#medtech #shareholders #down #special
Robot developer Vicarious Surgical, which raised more than $425 million from investors including Bill Gates before its 2021 initial public offering, has obtained approval from shareholders to wind down and liquidate the business.
Shareholders voted at a special meeting Tuesday to enter into an ******* ignment for the benefit of creditors, an alternative to bankruptcy. The process transfers a company's ******* ets into a trust for distribution to creditors.
Vicarious was working to develop a single-port surgical robot that "shrinks the surgeon" to perform procedures inside the patient's abdomen but faced a series of delays in bringing the device to market and last year canceled plans for a clinical trial as it pushed to finish the design for the commercial version of the system.
Vicarious is shutting down 12 years after it was formed with the ambitious goals of improving patient outcomes, increasing surgical efficiency and addressing what its founders saw as significant limitations to legacy robotic platforms. Its 2021 merger with D8 Holdings, a special purpose acquisition company, or ******* , valued the company at $1.1 billion.
#medtech #shareholders #down #special
2 months ago
Investors were bracing themselves for what airlines like Delta Air Lines (NYSE: DAL) and United Airlines (NASDAQ: UAL) might report for the second quarter in light of the surge in jet fuel prices. However, although rising fuel costs are definitely having an impact on both airlines, Delta affirmed its forecast, and United Airlines actually increased its earnings outlook. Does this make both airline stocks a buy?
It's no secret that hostilities in the Middle East led to sharply higher crude oil prices throughout the second quarter. The shortage of crude oil and jet fuel flowing through the Strait of Hormuz not only increased crude oil prices but also sent jet fuel crack spreads soaring. The end result was a major increase in jet fuel costs for airlines in the quarter.
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 »
As you can see below, the overwhelming majority of the increase in operating expenses in the second quarter was due to higher fuel costs, and in both cases, year-over-year operating income deteriorated.
Year-over-Year Change
#fuel #prices
It's no secret that hostilities in the Middle East led to sharply higher crude oil prices throughout the second quarter. The shortage of crude oil and jet fuel flowing through the Strait of Hormuz not only increased crude oil prices but also sent jet fuel crack spreads soaring. The end result was a major increase in jet fuel costs for airlines in the quarter.
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 »
As you can see below, the overwhelming majority of the increase in operating expenses in the second quarter was due to higher fuel costs, and in both cases, year-over-year operating income deteriorated.
Year-over-Year Change
#fuel #prices
2 months ago
Transportation ***** et manager ITE Management L.P. announced the acquisition of North American Chassis Pool Cooperative, expanding its premium chassis platform to national scale with broad market coverage for intermodal customers.
Privately-held NACPC of Nashville operates 20,000 chassis serving major intermodal markets across North America. The deal brings New York-based ITE's fleet to 60,000 units, which it said would strengthen its presence across key freight corridors and expand its range of leasing solutions.
No terms were disclosed.
"Milestone, Trend, and NACPC have each built strong businesses with their own identities, but they're united by a common approach: deep industry expertise, responsive service, and a commitment to quality," said Darren Hawkins, chief executive of NACPC, in a release. "Bringing these companies together creates a more powerful platform that expands our reach while continuing to deliver the reliable equipment and service our customers expect."
The strategic consolidation gives ITE a roughly 30% share of the 200,000 chassis operated as part of cooperative pools; chassis availability has been a recurring bottleneck in drayage and port operations. NACPC gains a larger capital base and broader operating footprint; it has long pursued a core model of pooled, interoperable chassis operations to reduce cost and improve availability. NACPC in 2021 acquired chassis maker Pratt.
#platform
Privately-held NACPC of Nashville operates 20,000 chassis serving major intermodal markets across North America. The deal brings New York-based ITE's fleet to 60,000 units, which it said would strengthen its presence across key freight corridors and expand its range of leasing solutions.
No terms were disclosed.
"Milestone, Trend, and NACPC have each built strong businesses with their own identities, but they're united by a common approach: deep industry expertise, responsive service, and a commitment to quality," said Darren Hawkins, chief executive of NACPC, in a release. "Bringing these companies together creates a more powerful platform that expands our reach while continuing to deliver the reliable equipment and service our customers expect."
The strategic consolidation gives ITE a roughly 30% share of the 200,000 chassis operated as part of cooperative pools; chassis availability has been a recurring bottleneck in drayage and port operations. NACPC gains a larger capital base and broader operating footprint; it has long pursued a core model of pooled, interoperable chassis operations to reduce cost and improve availability. NACPC in 2021 acquired chassis maker Pratt.
#platform
2 months ago
AtaiBeckley N.V. (NASDAQ:ATAI) is one of the 10 best stocks under $10 that could triple.
On June 25, AtaiBeckley N.V. (NASDAQ:ATAI) shared that the company will be included in the Russell indices following their latest reconstitution. The stock will become a part of the small-cap focused Russell 2000 Index, as well as the broader Russell 3000 Index, effective from June 29 onwards.
Likoper/Shutterstock.com
The company highlighted this as a significant development since more than $12 trillion worth of ****** ets are benchmarked relative to the Russell indexes. The Russell 2000 Index tracks around 2,000 small-cap stocks, while the Russell 3000 Index covers around 3,000 small-, mid-, and large-cap stocks.
Later on July 7, Canaccord Genuity increased the price target on AtaiBeckley N.V. (NASDAQ:ATAI) from $15 to $17, resulting in an adjusted upside potential of over 227%. The firm also reiterated its Buy rating on the stock.
On June 25, AtaiBeckley N.V. (NASDAQ:ATAI) shared that the company will be included in the Russell indices following their latest reconstitution. The stock will become a part of the small-cap focused Russell 2000 Index, as well as the broader Russell 3000 Index, effective from June 29 onwards.
Likoper/Shutterstock.com
The company highlighted this as a significant development since more than $12 trillion worth of ****** ets are benchmarked relative to the Russell indexes. The Russell 2000 Index tracks around 2,000 small-cap stocks, while the Russell 3000 Index covers around 3,000 small-, mid-, and large-cap stocks.
Later on July 7, Canaccord Genuity increased the price target on AtaiBeckley N.V. (NASDAQ:ATAI) from $15 to $17, resulting in an adjusted upside potential of over 227%. The firm also reiterated its Buy rating on the stock.
2 months ago
SmartAsset and Yahoo Finance LLC may earn commission or revenue through links in the content below.
It is very rare for an ordinary household to owe money on gifts.
The gift tax has a somewhat complicated two-tier structure. Each year you can give up to an annual amount (the "annual exclusion") without paying, or even reporting, anything on your taxes. Then, over your lifetime, you have a significantly higher amount that you can give away in total without owing any taxes (the "lifetime exclusion"). In any given year, if you have given away your entire lifetime exclusion you owe gift taxes on any amount you give over the annual exclusion. The result is that the IRS only taxes one-to-one gifts worth $18,000 in 2024. In 2025, that will go up to $19,000. But the lifetime exclusion must also be considered, and there are ways to gift couples more.
For example, say that you'd like to give $65,000 to your daughter and her husband. In most, but not all cases, you will not owe any taxes. In some cases, you'll have to file some extra paperwork with the IRS, despite not necessarily owing any money. Here's what to know. You can also use this free tool to match with a financial advisor if you're interested in personalized financial guidance.
The gift and estate tax is a joint tax applied to all unilateral transfers. This means that it can apply whenever you give someone ******* ets without receiving something of equivalent value in exchange. In most cases, this involves three situations:
It is very rare for an ordinary household to owe money on gifts.
The gift tax has a somewhat complicated two-tier structure. Each year you can give up to an annual amount (the "annual exclusion") without paying, or even reporting, anything on your taxes. Then, over your lifetime, you have a significantly higher amount that you can give away in total without owing any taxes (the "lifetime exclusion"). In any given year, if you have given away your entire lifetime exclusion you owe gift taxes on any amount you give over the annual exclusion. The result is that the IRS only taxes one-to-one gifts worth $18,000 in 2024. In 2025, that will go up to $19,000. But the lifetime exclusion must also be considered, and there are ways to gift couples more.
For example, say that you'd like to give $65,000 to your daughter and her husband. In most, but not all cases, you will not owe any taxes. In some cases, you'll have to file some extra paperwork with the IRS, despite not necessarily owing any money. Here's what to know. You can also use this free tool to match with a financial advisor if you're interested in personalized financial guidance.
The gift and estate tax is a joint tax applied to all unilateral transfers. This means that it can apply whenever you give someone ******* ets without receiving something of equivalent value in exchange. In most cases, this involves three situations:
