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.
Achieved record adjusted EPS growth of 18%, tripling sales growth through disciplined pricing and SG&A productivity despite global macroeconomic uncertainty.
Accelerated the shift toward high-growth markets, specifically targeting critical minerals and data center infrastructure to diversify away from lower-growth residential cycles.
The company delivered growth through price realization, acquisitions, and higher volumes, while continuing to focus on operational consolidations and strategic supply chain initiatives to drive future productivity., with expectations for this velocity to scale over the next several years.
Strengthened the North American water treatment position by adding new dealers that contributed over $2 million in incremental revenue during the quarter.

#next #NVIDIA #strengthened

Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ******* et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."

#building #management #construction

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 growth was driven by a 4% revenue increase and 12% pretax income growth, supported by a scalable platform that recently reached the 100,000th lot delivery milestone.
Management attributes the current demand environment to ongoing affordability constraints and cautious consumer sentiment, which have impacted the pace of new home sales.
The company is utilizing its national footprint of over 200 active projects to strategically allocate capital based on local demand and market dynamics.
Operational discipline is focused on turning land and lot inventory efficiently to maximize returns while maintaining a 3 to 4 year supply of land and lots.

#Growth #NVIDIA #operational

Bitdeer mined 990 bitcoin in June, up 388% year over year, as its self-mining hash rate reached 73 EH/s. The Singapore-based miner signed a 10-year lease for a 21.7 MW AI cloud data center in Johor Bahru, Malaysia.
June production increased from 921 bitcoin in May and 203 bitcoin in June 2025. Bitdeer's self-mining hash rate rose from 70.2 EH/s in May and 16.5 EH/s a year earlier, while total hash rate under management reached 86.1 EH/s.
"Bitcoin production of 990 BTC, up 388% year-over-year, and self-mining hashrate of 73.0 EH/s reflect continued strength across our mining platform," Chief Financial Officer Michael G. Potter said. Bitdeer ended June with 150 bitcoin, down from 171 at the end of May.
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Bitdeer's co-mining hash rate increased to 15.9 EH/s from 10 EH/s in May. Co-mining uses Bitdeer-owned rigs operated at third-party data centers, and its output is included in the company's reported bitcoin production.

#mining #bitdeer #rate

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.
If you're looking to supercharge your savings, a high-yield savings account can provide a competitive interest rate to help your balance grow faster.
However, not all banks offer high savings account rates, which is why it's important to shop around and find the most competitive savings interest rates available.
Read on to learn more about where to find the best savings interest rates today.
The average interest rate on a traditional savings account is only 0.38%, according to the FDIC. However, today's best high-yield savings accounts pay around 3%-4%.

#account #rates

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Gold (GC=F) August futures opened at $4,005.60 per troy ounce on Monday, July 20, 2026, down 0.3% from Friday's closing price. As of 8:15 a.m. ET, the price of gold was up to $4,016.10.
Gold rebounded slightly from a sub-$4,000 opening price on Friday, despite a weekend of violence in the Middle East. Three U.S. service members were killed, two in an Iranian attack in Jordan and another in northern Iran during a controlled detonation of a drone. Sunday marked the ninth consecutive night of U.S. strikes targeting a range of Iranian military targets.
Secretary of State Marco Rubio said Sunday the U.S. is "always open to diplomacy," but reiterated that Iran must reopen the Strait of Hormuz. The Strait's closure has been a critical driver of higher gas prices in the U.S. and globally.
Continued high gas prices increase the broader inflation risk — which could force the Fed to raise interest rates. Higher interest rates encourage lower gold prices, since precious metals do not pay interest.

COKE and COST both go ex-dividend July 24, 2026, so investors must own shares before July 23 to receive the August 7 payout.
Despite yields below 1%, both dividends are backed by massive free cash flows, with **** E generating $620 million and COST generating $7.84 billion annually.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Costco didn't make the cut. Grab the names FREE today.
The clock is ticking on two of the most recognizable dividend payers on the Nasdaq. Both Coca-Cola Consolidated (NASDAQ:COKE) and Costco Wholesale (NASDAQ:COST) go ex-dividend on the same day, Friday, July 24, 2026, with both payments landing in shareholder accounts on August 7, 2026. To capture either check, shares must be owned before the ex-date, which means the last practical day to buy is Thursday, July 23, 2026.
The mechanics matter here. The ex-dividend date is the cutoff: buy on or after July 24 and the seller keeps this dividend, not you. The pay date is simply when cash hits your account. Miss the ex-date, and there is no catching up until the next quarterly cycle.

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Gold (GC=F) August futures opened at $4,068.90 per troy ounce on Thursday, July 16, 2026, up 0.4% compared to Wednesday's closing price. The price of gold moved lower this morning, trading at $4,041.10 as of 8:02 a.m. ET.
Gold prices remain just above $4,000 an ounce this morning as the U.S. continues to strike Iranian military sites for the fifth straight day. The back-and-forth attacks from both countries have once again led to the closing of the Strait of Hormuz and the implementation of a U.S. naval blockade on Iranian ports.
While both sides don't seem interested in relenting their positions, the U.S. says it's still open to negotiations and remains focused on reopening the strait, in which about a fifth of the world's oil and natural gas once flowed.
The renewed military actions by the U.S. and Iran have once again put pressure on energy prices for consumers worldwide, prompting ******* ysts to bet on higher interest rates at some point this year. Higher interest rates are a natural headwind for gold prices since the precious metal doesn't pay interest.

Viavi Solutions Inc. (NASDAQ:VIAV) is one of the top stocks to buy according to Whale Rock Capital Management. On July 1, Susquehanna ***** yst Mehdi Hosseini raised his price target on Viavi Solutions Inc. (NASDAQ:VIAV) to $66 from $60, while maintaining his Positive rating on the stock.
The reason for the call, according to Hosseini, was that Susquehanna was updating its estimates to reflect a higher Field Instrument revenue contribution. Viavi's Field Instrument business is a product line within its Network and Service Enablement segment that supplies handheld and portable testing tools used by technicians to install, troubleshoot, and maintain fiber and network equipment in the field. Hosseini's team lifted its revenue estimates for this business because they now expect a stronger ramp in data center interconnect, or DCI, deployments at two of Viavi's major optical networking customers; that is Nokia and Ciena.
DCI refers to the high-capacity optical links that connect data centers to each other. The ***** ysts noted that demand for this technology has been surging as hyperscale cloud providers race to expand AI computing capacity. They added that Nokia and Ciena are both racing to supply next-generation coherent optical equipment for these DCI links, and that Nokia recently unveiled a new suite of pluggable optical transceivers specifically built for DCI.
As these vendors ramp production and deployment of their new DCI and scale-across optical gear, they generate more business for Viavi, the ***** ysts noted.
Viavi Solutions Inc. (NASDAQ:VIAV) is a network test, monitoring, and ***** urance company. It provides testing, monitoring, ***** urance, and security solutions for telecommunications, cloud, enterprise, military, aerospace, and critical infrastructure networks across the Americas, Asia-Pacific, Europe, the Middle East, and Africa.

Panic is a lousy appraiser. When fear sweeps through a sector, the selling rarely distinguishes between businesses that deserve the beating and businesses that simply got caught in the crowd.
That gap between price and quality is where professional investors build careers, and it tends to open widest in commodities, where the underlying ****** et can swing violently for reasons that have nothing to do with any single company's operations.
Gold has spent 2026 providing a masterclass in that kind of violence. The metal hit a record $5,595 an ounce in January, capping a two-year run of record after record.
Then the story flipped. An oil shock tied to the Iran conflict pushed interest rate expectations higher, the dollar found its footing, and gold slid below $4,400 by early June. Mining stocks, which amplify every move in the metal, fell harder still.
The slump left two of Wall Street's most closely watched research desks to pick through the wreckage.

CONCLUDED
Last Updated: Jul 7, 2026, 6:10 PM EDT
1 day ago
By
Naomi Buchanan

We recently compiled a list of the 8 Best Rare Earth Stocks to Buy in 2026. American Resources Corporation (NASDAQ:AREC) is among the best rare earth stocks on this list.
TheFly reported on June 25 that AREC announced that ReElement Technologies, in which the company holds a minority interest, became a member of the Global Trusted Tech Network of the Krach Institute for Tech Diplomacy at Purdue. The network brings together governments, companies, institutions, and leaders focused on promoting trusted technologies and improving cooperation among allied nations. ReElement's involvement is expected to support efforts aimed at developing secure, transparent, and diversified critical mineral supply chains while reducing reliance on sources considered strategic risks.
On June 22, American Resources Corporation (NASDAQ:AREC) provided an update on the Phase 1 development of ReElement Technologies' rare earth and critical mineral refining campus in Marion, Indiana. The initial commercial production line at the facility is focused on processing germanium and other strategic materials sourced from recycled and primary feedstocks. The company reported that most major equipment needed for the first germanium production line has either arrived at the site or is in the process of being delivered and installed. ReElement is targeting the start of commercial operations in the third quarter of 2026 as it advances a modular refining platform designed to process multiple elements and feedstocks.
American Resources Corporation (NASDAQ:AREC) provides critical minerals, rare earth elements, and carbon solutions for infrastructure, electrification, and defense markets.
While we acknowledge the potential of AREC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Constellation Energy Corporation (NASDAQ:CEG) has declined around 8% over the past month and is now trading close to its 52-week lows. Wall Street expects the stock to rebound, with **** ysts' 12-month average price target suggesting roughly 40% upside from the current level. It ranks as one of the Top Large Cap Stocks to Invest In At 52-Week Lows.
Much of the decline in share value has been linked to conservative 2026 guidance as management, during the fiscal Q1 2026 earnings, reaffirmed its full-year 2026 adjusted operating EPS guidance of $11.00 to $12.00. However, the sentiment is shifting after a landmark nuclear deal with Walmart.
On June 23, Reuters reported that Constellation Energy Corporation (NASDAQ:CEG) entered into a long-term agreement with Walmart. As per this deal, Walmart will purchase nuclear power from the company, marking one of the first such deals between a major US retailer and a nuclear energy provider.
Under the agreement, Constellation will supply nuclear power from its Dresden Clean Energy Center in Illinois to Walmart's new high-tech perishable distribution center being developed in Belvidere, Illinois. More specifically, Walmart will purchase approximately 176 megawatts of electricity, including 30 megawatts of additional output from planned plant upgrades, under two 15-year contracts starting in 2029 and 2030.
Reuters noted that the deal highlights growing corporate appetite for reliable, around-the-clock clean energy. Unlike solar or wind, nuclear power provides baseload electricity. The agreement will also support efficiency upgrades at the Dresden plant, allowing it to increase output without building entirely new generation capacity. Dresden is one of Constellation's largest nuclear facilities, licensed to operate through 2049 and 2051.

As part of a planned leadership transition, multimodal transportation provider Schneider National announced additional changes on Monday.
Green Bay, Wisconsin-based Schneider (NYSE: SNDR) previously announced that President and CEO Mark Rourke will become the executive chairman of the board, effective Wednesday. Jim Filter, Schneider's executive vice president and president of transportation and logistics, will succeed Rourke as the company's president and CEO. Filter, who has been with the company for 27 years, is also expected to be appointed to the board at a later date.
The company said Monday that Michael Baumgardt has been named executive vice president of the intermodal and logistics units. Baumgardt has been with the company in various leadership roles since 2001, most recently serving as senior vice president and general manager of intermodal.
Schneider's intermodal and logistics segments generated $2.4 billion in combined revenue over the last 12 months.
Steve Wells has been named executive vice president of Schneider's truckload unit. Wells has been president of Schneider subsidiary Cowan Systems since November 2024, when Schneider announced it would acquire the carrier. Wells has been with Cowan for 27 years and served as chief operating officer from 2019 to 2024.

Martin Marietta Materials agreed to acquire Lhoist North America, a producer of lime and industrial mineral products, in a $13.5 billion cash-and-stock deal, the company said Monday.
The transaction, which is the largest in Martin Marietta's history, according to The Wall Street Journal, would position the Raleigh, North Carolina-based company as the leading U.S. producer of lime and limestone solutions. Shares of Martin Marietta dropped roughly 3% in Monday premarket trading.
Under the terms of the deal, Martin Marietta will pay $7 billion in cash and $6.5 billion in stock, valued using a volume-weighted average share price over the 15 consecutive trading days before signing. The Berghmans family, which owns the privately held Belgian industrial company Lhoist Group — the parent of Lhoist North America — would hold roughly 15% of Martin Marietta upon closing and would have the right to appoint one director and one observer to Martin Marietta's board of directors, the company said.
Through the deal, Martin Marietta would absorb Lhoist North America's network of 20 quarries and production facilities along with 45 distribution terminals, plus a reserve base exceeding 2 billion tons of limestone, much of it situated in Sun Belt metro markets. The business generated $1.8 billion in gross sales and $786 million in adjusted EBITDA for the twelve months ended Dec. 31, 2025, the company said. The company has projected annual run-rate cost synergies of approximately $85 million once the two businesses are combined.
"As the United States continues to invest in infrastructure, advanced manufacturing, energy development and industrial expansion, demand for high-quality lime products is expected to remain resilient for decades to come," Ward Nye, chair, president, and CEO of Martin Marietta, said in a statement.

Aura Minerals Inc. (NASDAQ:AUGO) is one of the 10 Best New Stocks to Buy Other Than ******* eX.
On June 26, 2026, JPMorgan lowered its price target on Aura Minerals Inc. (NASDAQ:AUGO) to $104.50 from $112 previously and kept an Overweight rating on the shares. JPMorgan said that it has updated its financial model on Aura Minerals Inc. (NASDAQ:AUGO).
On June 19, Aura Minerals Inc. (NASDAQ:AUGO) approved repurchase programs covering its common shares and Brazilian Depositary Receipts. Under the programs, Aura may repurchase up to an aggregate of $200M of its outstanding common shares and Brazilian Depositary Receipts in the open market or through privately negotiated transactions. The program runs from June 18, 2026, until the earlier of completion of the repurchase or June 18, 2027, depending on market conditions. Aura Minerals Inc. (NASDAQ:AUGO)'s board will review the programs periodically and may adjust, suspend, or discontinue them. Aura Minerals Inc. (NASDAQ:AUGO) expects to use its existing cash to fund repurchases.
Pixabay/Public Domain
Aura Minerals Inc. (NASDAQ:AUGO) is a gold and copper production company focused on developing and operating gold and base metal projects in the Americas.

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South Korea's stock market index, the KOSPI, triggered its second circuit breaker in a single week amid the AI chip trade, rattling global markets.
Friday's 8.19% intraday plunge forced another 20-minute halt and dragged Wall Street, Tokyo, and Tokyo-listed SoftBank sharply lower.
The cascade is now the clearest sign that AI chip exposure has become the central risk factor for global equities.
A circuit breaker is an emergency market mechanism that pauses trading when an index drops too sharply within a short timeframe. The Korea Exchange triggered one on Friday at 12:10 p.m. local time after the KOSPI remained more than 8% below the previous close for at least one minute.
The benchmark plunged 731.97 points, sinking to 8,198.33 at the moment of suspension. As a result, traders watched in real time as the index logged its fifth circuit breaker of 2026.

Wall Street is getting more bullish on Micron Technology, and for good reason. The memory chip giant just wrapped up a quarter that left ***** ysts scrambling to revise their outlooks upward.
Morgan Stanley lifted its price target on Micron (MU) stock to $1,200 from $1,050, keeping its "Overweight" rating intact.
It reflects a fundamental shift in how the street sees Micron's business over the next several years.
According to Investing.com:
Morgan Stanley ***** yst Joseph Moore pointed to several reasons for his renewed confidence.

Oil prices remain headline-driven, taking direction from escalation and de-escalation in the U.S-Iran conflict in the near term. The first round of talks between the United States and Iran in Switzerland has concluded with positive comments from both sides, and an agreement to push for a final agreement within 60 days. However, there's considerable scepticism about whether more complex issues around nuclear technology and transit through the Strait of Hormuz can be fully resolved in the short timeframe. After all, the Joint Comprehensive Plan of Action (JCPOA) deal in 2015 took ~20 months of formal talks under former U.S. President Barack Obama. Brent crude for August delivery fell 4.79% to trade at $73.39 per barrel at 2.50 pm ET on Wednesday, the lowest settlement price since March 2nd, while the corresponding WTI crude contract was down 4.23% to change hands at $70.11/bbl.
According to commodity ***** ysts at Standard Chartered, the 200-day moving average (at $78.71/bbl on 23 June) has provided a level of support. However, that has proven to be insufficient during oil price selloffs at the 76.4% Fibonacci retracement at $73.74/bbl.
Both crude grades are firmly in oversold territory, with a relative strength index (RSI) of 29.07 for Brent and 28.13 for WTI crude. StanChart reports there has been a sharp rise in confirmed crossings of the Strait of Hormuz, with 71 total transits recorded from 19-21 June. However, these transits remain opportunistic and cautious, with the Strait still vulnerable to short-term closure, particularly after US-Iran rhetoric escalated during the latest round of talks.
Related: U.S. Crude Inventories Post Another Major Draw
While formal announcements around the timeline for normal operations to resume have been limited, the ***** ysts project that oil supply normalization is unlikely to occur before the third quarter of the current year.

Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for "The Brown Capital Management Small Company Fund". A copy of the letter can be downloaded here. In the first quarter of 2026, the Small Company Fund (Investor shares) fell 19.78%, significantly lagging the Russell 2000 Growth index's 2.81% decline. Worsened market conditions due to the Iran war, driving the oil price spike and increased volatility in equities. Despite stabilization in the performance as the quarter progressed, early declines and weakness in large positions significantly impacted the Fund's performance. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, The Brown Capital Management Small Company Fund highlighted SiTime Corporation (NASDAQ:SITM) as a newly added position. SiTime Corporation (NASDAQ:SITM) designs and develops solutions for silicon timing systems. On June 23, 2026, SiTime Corporation (NASDAQ:SITM) closed at $706.90 per share. One-month return of SiTime Corporation (NASDAQ:SITM) was -2.66%, and its shares gained 246.94% over the past 52 weeks. SiTime Corporation (NASDAQ:SITM) has a market capitalization of $18.66 billion.
The Brown Capital Management Small Company Fund stated the following regarding SiTime Corporation (NASDAQ:SITM) in its Q1 2026 investor letter:
"We added four companies to the Small Company Fund in the first quarter of 2026—Credo Technology (CRDO), Krystal Biotech (KRYS), SiTime Corporation (NASDAQ:SITM) and Xpel (XPEL).
SiTime makes silicon-based timekeeping components that tell electronic devices when to perform critical functions at precise times. The company makes advanced silicon chips that replace old quartz crystals and keep modern electronics running in perfect rhythm, ensuring that computers, phones and wireless devices operate accurately and reliably. Almost every major chip inside modern electronics depends on accurate timing from companies like SiTime. The firm's products are higher performing, smaller in size and more resilient to environmental stressors than quartz, positioning SiTime as a single-source provider of all the timing components required in modern electronics. This holistic approach differentiates SiTime from traditional timing suppliers who typically focus on specific components.

By Amanda Cooper and Chibuike Oguh
NEW YORK/LONDON, June 23 (Reuters) - Global stocks fell on Tuesday, dragged lower by a broad selloff in technology and semiconductor shares as investors continued taking profits on a long rally while bracing for more aggressive Federal Reserve action to fight inflation.
On ‌Wall Street, the tech-heavy Nasdaq led losses, weighed down by semiconductor shares and some megacap stocks.
Nvidia fell 4% and Tesla dropped nearly 6%. **** eX shares reversed ‌an early decline to trade up nearly 1%. Chip stocks finished down nearly 8%.
The Dow Jones Industrial Average lost 0.09%, the S&P 500 fell 1.4%, and the Nasdaq Composite fell 2.2%.

Upstream Bio, Inc. (NASDAQ:UPB) is among the best low priced stocks to get rich in 2026. On June 12, JPMorgan significantly trimmed the price target on Upstream Bio, Inc. (NASDAQ:UPB) to $8 from $35, while downgrading the stock from Overweight to Neutral. In a research note, the ******* yst said that other peers in asthma are also set to generate new data over the course of the company's Verekitug's late-stage development. Thus, the results from these competitors are important to understand where the company's product stands.
According to JPMorgan, the rest of the year and beyond appear as an execution period for the company, with "relatively sparse near-term stock-moving catalysts." The firm finds it difficult to see a path to upside in the near term, especially given the company's additional cash needs to power phase 3 development. The company's negative returns are understandable, considering its 572% upside potential. With strong potential for future gains, Upstream Bio, Inc. (NASDAQ:UPB) is among the best low-priced stocks to get rich in 2026.
Copyright: dolgachov / 123RF Stock Photo
Back on June 3, Matthew Caufield from H.C. Wainwright began coverage of Upstream Bio, Inc. (NASDAQ:UPB) with a Buy rating and $36 price target. The ******* yst believes Verekitug is a novel antibody antagonist of the thymic stromal lymphopoietin receptor, with "sights on efficacy and differentiated quarterly subcutaneous dosing."
Upstream Bio, Inc. (NASDAQ:UPB), incorporated in 2021, is a Massachusetts-based clinical-stage biotechnology company specializing in solutions for severe respiratory disorders.

After serving as the Federal Reserve chair for eight years, Jerome Powell handed the reins to Kevin Warsh, who recently made his first interest rate decision. The federal interest rate gets a lot of attention because it affects a key part of the country's monetary policy, which can trickle over into the stock market.
One number ultimately affects how expensive mortgages and other loans are, as well as corporate borrowing costs. That's why companies and consumers alike tune in to the Fed's interest rate decisions to gauge how they will affect the economy. Let's take a look at what the Fed's latest interest rate decision means for investors.
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 »
Inflation has been rising consistently this year, with much of it stemming from the current conflict in Iran and its effects on energy prices and industries (like airlines) that rely on energy. In May, overall inflation increased by 4.2% year over year, a slight increase from the 3.8% it increased in April. Here is how inflation in the energy index measured up:
Index

Recent **** yst ratings make Global Payments Inc. (NYSE:GPN) one of the 10 best payment processing stocks to buy now. On June 11, Bryan Bergin from TD Cowen decreased the price target from $86 to $74 on Global Payments Inc. (NYSE:GPN), resulting in a revised upside potential of almost 19%. The **** yst reiterated his Hold rating on the stock.
Bergin mentioned that TD Cowen has revised its model to reflect a more cautious outlook with regard to previously disclosed headwinds, which now appear more likely to occur. He pointed out that despite this cautious short-term adjustment, the company's projections about an expected increase in the second half of 2026 have not changed.
Robert Kneschke/Shutterstock.com
Earlier, on June 3, Susquehanna also reaffirmed its Positive rating on Global Payments Inc. (NYSE:GPN). The firm reduced the price target from $119 to $111, which translates into a revised upside potential of more than 77%.
After a closer look at public transcripts and travel-related **** umptions, the firm changed its estimates. Susquehanna toned down its projections by reducing its growth **** umptions to 3.2% for the second quarter, 5% for the second half, and 4% for the entire year 2026.

What The Price Is Asking For
To defend PLTR's $312.7B market cap over the next 7 years, three things have to play out. The multiple settles from today's 137.1x toward 28.8x, the multiple a mature, scaled software franchise typically settles into. Margins land near 27.3%, set near the midpoint of the company's own margin cycle, since its peak clears mature peers but its through-cycle average sits well below that peak. And revenue compounds from $5.2B today to $39.8B at maturity, supporting $10.9B of annual net income. That last line works out to a required revenue CAGR of 33.7%, below the 67.7% the business is currently running.
Is This Realistic?
Today's price needs less growth than the business is currently delivering. But that current pace is a cyclical peak, not a sustainable rate. In a normal year, the bar is meaningfully higher.
Should You Invest In Palantir Technologies?

Multiple media reports say that Binance, the world's largest cryptocurrency exchange, is likely to ‌lose its operating license in the European Union (EU).
Binance currently operates across Europe. But under new rules, crypto exchanges need to apply for a new license by the end of June this year to continue serving European clients.
Binance's application to continue operating in Europe, which has been made to Greece's market regulator, is set to be rejected, according to media reports.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion

Baron Capital, an investment management company, released its Q4 2025 letter for its "Baron Real Estate Fund". A copy of the letter is available to download here. Baron Real Estate Fund was recognized as the Best Real Estate Fund Over Three Years at the 2026 LSEG Lipper Funds Awards, reflecting the three-year performance ending December 31, 2025. The Fund declined 5.39% (Institutional Shares) in Q1, underperforming the MSCI USA IMI Extended Real Estate Index (−0.96%) and the MSCI US REIT Index (+4.52%). Despite the Q1 decline, the long-term performance remains strong. The letter covers current thoughts, portfolio composition, key themes, top contributors and detractors, recent activity, and outlook for real estate and the Fund. The Fund has a positive outlook on the broader equity market and public real estate, and maintains a constructive outlook with compelling reasons to stay the course. Please review the Fund's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Baron Real Estate Fund highlighted stocks like Equinix, Inc. (NASDAQ:EQIX). Equinix, Inc. (NASDAQ:EQIX) is a leading digital infrastructure company that operates a global network of data center and interconnected ecosystems for seamless delivery of digital experiences and cutting-edge AI quickly and efficiently. On June 12, 2026, Equinix, Inc. (NASDAQ:EQIX) closed at $1,055.85 per share. One-month return of Equinix, Inc. (NASDAQ:EQIX) was -0.64%, and its shares gained 18.88% over the past 52 weeks. Equinix, Inc. (NASDAQ:EQIX) has a market capitalization of $104.13 billion.
Baron Real Estate Fund stated the following regarding Equinix, Inc. (NASDAQ:EQIX) in its Q1 2026 investor letter:
"After underperforming for much of 2025, shares of Equinix, Inc. (NASDAQ:EQIX) rebounded strongly during the quarter, driven by solid operating results, robust bookings growth, and a 2026 full-year outlook that exceeded investor expectations. Equinix is a leading global operator of 270 highly interconnected, carrier-neutral colocation data centers spanning 36 countries across 6 continents. For further detail, please refer to our "Top net purchases" section.
As outlined in our Q2 and Q4 2025 shareholder letters, shares of Equinix, Inc. underperformed for much of 2025, primarily due to slower near-term earnings growth. At the time, we viewed Equinix as a clear fit within the Baron investment framework – a competitively advantaged business willing to accept short-term earnings pressure in exchange for enhanced long-term growth. Specifically, the company increased capital investment to extend its growth runway, even at the expense of near-term profitability.

The TJX Companies, Inc. (NYSE:TJX) was among the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks. Cramer mentioned the stock during the episode and commented:
When the economy is doing badly, these are the companies that normally do well as consumers trade down. Even they’re getting hurt, you know, people are really feeling the squeeze. It’s just not happening anymore. Now, you might be saying, “Wait a second. How about TJX? That’s been a winner. That’s a discounter, right?” Well, you need to know TJX is not a play on price as much as it is about selection. When there are a lot of full-priced outlets trying to offload inventory, TJX is the winner. That chain can offer great value for much less than expected. You’re getting quality goods on the cheap, very different from the dollar stores. That’s why its stock hangs in while these others just don’t seem to have the traction anymore.
Stock market data. Photo by Burak The Weekender on Pexels
The TJX Companies, Inc. (NYSE:TJX) sells off-price apparel, footwear, accessories, and home goods. The company offers a wide range of merchandise, including clothing, beauty items, furniture, decor, kitchenware, and seasonal products.
While we acknowledge the potential of TJX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

Long-term care planning is one of the most important tasks on your to-do list when preparing for retirement. Around 70% of adults (1) who survive until age 65 develop “severe” long-term care needs before they die, and 48% receive at least some paid care over their lifetime according to the Office of the ****** istant Secretary for Planning and Evaluation.
Unfortunately, the costs of care can blow through your nest egg, with the annual median cost of an ****** isted living facility totaling $70,800 per year and the annual median cost of a semi-private room in a nursing home totaling $111,325, according to the Genworth Cost of Care Survey (2).
Robert Kiyosaki says this 1 ****** et will surge 400% in a year and begs investors not to miss this ‘explosion’
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